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[难过]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942143654","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957875006,"gmtCreate":1677195037606,"gmtModify":1677195040197,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957875006","repostId":"2313000844","repostType":4,"repost":{"id":"2313000844","kind":"highlight","pubTimestamp":1677162012,"share":"https://ttm.financial/m/news/2313000844?lang=en_US&edition=fundamental","pubTime":"2023-02-23 22:20","market":"hk","language":"zh","title":"The \"magic medicine for weight loss\" is so hot that American diabetics are beginning to lack medicine","url":"https://stock-news.laohu8.com/highlight/detail?id=2313000844","media":"华尔街见闻","summary":"减肥神药风靡，糖尿病患者却用不上药了。Ozempic 是一种治疗糖尿病的注射药物，其主要成分Semaglutide（中文为司美格鲁肽）也被研究证明可以减肥，包括对非糖尿病患者，因此被一些热衷减肥的人士","content":"<p><html><head></head><body>Weight loss magic drugs are popular, but diabetics can't use them.</p><p>Ozempic is an injectable drug for the treatment of diabetes. Its main ingredient Semaglutide (Semaglutide in Chinese) has also been proven to lose weight, including for non-diabetic patients. Therefore, it is regarded as a \"magic drug for weight loss\" by some people who are keen to lose weight. Now this has caused some diabetics who really need it to be unable to buy the medicine.</p><p>Recently, diabetics in the United States have said that it will take them several hours to find a pharmacy with this prescription drug nearby; Some patients have even had to reduce doses of Ozempic and similar drugs or switch to other alternatives. Drug shortages make it harder for diabetics to keep blood sugar levels low and increase their risk of complications such as kidney disease and blood vessel damage, doctors say.</p><p>Ozempic was approved by the U.S. Food and Drug Administration (FDA) in 2017 for the treatment of type 2 diabetes. Based on these studies, the FDA approved in 2021<a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>Company (Novo Nordisk A/S) markets the drug as Ozempic'S sister product, Wegovy, for people who are obese or overweight and who are trying to lose weight. The main ingredient of Wegovy is also semaglutide, but in different doses, specializing in weight loss indications.</p><p>After being approved for weight loss indications in mid-2021, semaglutide will shine in the market, and Novo Nordisk has also made a lot of money relying on semaglutide. According to Novo Nordisk's 2022 financial report, the company's sales of various versions of semaglutide totaled approximately US $12.4 billion, a year-on-year increase of 77%, of which the Wegovy version was US $877 million.</p><p>According to the previous analysis of Wall Street News, the explosion of semaglutide has also made GLP-1 (glucagon-like peptide-1) representative drug target, and become the next gold rush market for domestic pharmaceutical companies in China to \"roll\".</p><p>Currently, the FDA is reviewing Eli Lilly & Co. Similar uses of the diabetes drug Mounjaro.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Since its launch in May 2022, Mounjaro's weekly prescription volume has quickly risen to 148,000 by the end of January, analysts say. Both Mounjaro and Eli Lilly's earlier diabetes drug, Trulicity, have experienced shortages.</p><p><b>According to data from JPMorgan Chase, in the last full week of January, U.S. doctors prescribed more than 313,000 Ozempic-related prescriptions, an increase of 78% from about 176,000 in the same period last year.</b></p><p>Due to the shortage of semaglutide, Carol Wysham, director of the Department of Endocrinology at MultiCare Health System in Spokane, Washington, told the media that she now has to ask some diabetics to give up the drug and switch to some old drugs. \"This has caused quite a big mess\".</p><p>Novo Nordisk has been working hard to expand its capacity. However, the company's CEO Lars Fruergaard Jorgensen said patients may still experience cyclical shortages of drugs because production work has not yet been completed and demand may remain high.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"magic medicine for weight loss\" is so hot that American diabetics are beginning to lack medicine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"magic medicine for weight loss\" is so hot that American diabetics are beginning to lack medicine\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-23 22:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Weight loss magic drugs are popular, but diabetics can't use them.</p><p>Ozempic is an injectable drug for the treatment of diabetes. Its main ingredient Semaglutide (Semaglutide in Chinese) has also been proven to lose weight, including for non-diabetic patients. Therefore, it is regarded as a \"magic drug for weight loss\" by some people who are keen to lose weight. Now this has caused some diabetics who really need it to be unable to buy the medicine.</p><p>Recently, diabetics in the United States have said that it will take them several hours to find a pharmacy with this prescription drug nearby; Some patients have even had to reduce doses of Ozempic and similar drugs or switch to other alternatives. Drug shortages make it harder for diabetics to keep blood sugar levels low and increase their risk of complications such as kidney disease and blood vessel damage, doctors say.</p><p>Ozempic was approved by the U.S. Food and Drug Administration (FDA) in 2017 for the treatment of type 2 diabetes. Based on these studies, the FDA approved in 2021<a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>Company (Novo Nordisk A/S) markets the drug as Ozempic'S sister product, Wegovy, for people who are obese or overweight and who are trying to lose weight. The main ingredient of Wegovy is also semaglutide, but in different doses, specializing in weight loss indications.</p><p>After being approved for weight loss indications in mid-2021, semaglutide will shine in the market, and Novo Nordisk has also made a lot of money relying on semaglutide. According to Novo Nordisk's 2022 financial report, the company's sales of various versions of semaglutide totaled approximately US $12.4 billion, a year-on-year increase of 77%, of which the Wegovy version was US $877 million.</p><p>According to the previous analysis of Wall Street News, the explosion of semaglutide has also made GLP-1 (glucagon-like peptide-1) representative drug target, and become the next gold rush market for domestic pharmaceutical companies in China to \"roll\".</p><p>Currently, the FDA is reviewing Eli Lilly & Co. Similar uses of the diabetes drug Mounjaro.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Since its launch in May 2022, Mounjaro's weekly prescription volume has quickly risen to 148,000 by the end of January, analysts say. Both Mounjaro and Eli Lilly's earlier diabetes drug, Trulicity, have experienced shortages.</p><p><b>According to data from JPMorgan Chase, in the last full week of January, U.S. doctors prescribed more than 313,000 Ozempic-related prescriptions, an increase of 78% from about 176,000 in the same period last year.</b></p><p>Due to the shortage of semaglutide, Carol Wysham, director of the Department of Endocrinology at MultiCare Health System in Spokane, Washington, told the media that she now has to ask some diabetics to give up the drug and switch to some old drugs. \"This has caused quite a big mess\".</p><p>Novo Nordisk has been working hard to expand its capacity. However, the company's CEO Lars Fruergaard Jorgensen said patients may still experience cyclical shortages of drugs because production work has not yet been completed and demand may remain high.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3682575\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/94a447578ff717d38f47ea89503eff44","relate_stocks":{"NVO":"诺和诺德"},"source_url":"https://wallstreetcn.com/articles/3682575","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313000844","content_text":"减肥神药风靡，糖尿病患者却用不上药了。Ozempic 是一种治疗糖尿病的注射药物，其主要成分Semaglutide（中文为司美格鲁肽）也被研究证明可以减肥，包括对非糖尿病患者，因此被一些热衷减肥的人士奉为“减肥神药”。现在这却导致一些真正需要它的糖尿病患者买不到药。近日，美国糖尿病患者们纷纷表示，他们需要花上几个小时才能找到附近有这种处方药的药店；一些患者甚至不得不减少 Ozempic 和类似药物的剂量，或者改用其他替代药物。医生们称，药物短缺使糖尿病患者更难保持低血糖水平，并增加了他们患上肾脏疾病和血管损伤等并发症的风险。Ozempic 于2017年被美国食品和药物管理局（FDA）批准用于治疗2型糖尿病。基于这些研究，FDA于2021年批准了诺和诺德公司（Novo Nordisk A/S）以 Ozempic 的姐妹产品 Wegovy 销售这种药物，适用于肥胖或超重以及试图减肥的人。Wegovy 的主要成分也是司美格鲁肽，但剂量不同，专攻减肥适应症。在2021年中获批减肥适应症后，司美格鲁肽就在市场大放异彩，诺和诺德也靠着司美格鲁肽赚的盆满钵满。根据诺和诺德2022年财报，公司的司美格鲁肽各个版本共计销售约124亿美金，同比增长高达77%，其中 Wegovy 版本 8.77亿美元。华尔街见闻此前分析称，司美格鲁肽的爆火，也让GLP-1(胰高血糖素样肽-1)类代表药物这个靶点，成为中国国内医药企业争相去“卷”的下一个淘金市场。目前，FDA 正在审查 Eli Lilly&Co. 的糖尿病药物 Mounjaro 的类似用途。摩根大通分析师称，自2022年5月推出以来，Mounjaro 的周处方量到1月底已迅速升至14.8万份。Mounjaro 和 Eli Lilly 的一种较早的糖尿病药物 Trulicity 都出现了短缺。摩根大通的数据显示，在1月份最后一整周，美国医生开出的 Ozempic 相关处方超过了31.3万张，较去年同期的约17.6万张增长了78%。由于司美格鲁肽的短缺，华盛顿州斯波坎市 MultiCare 卫生系统内分泌科主任 Carol Wysham 向媒体表示，她现在不得不让一些糖尿病患者放弃这种药物，改用一些旧药，“这造成了相当大的混乱”。诺和诺德一直在努力扩大产能。不过，该公司首席执行官 Lars Fruergaard Jorgensen 表示，病人们可能仍会遇到药物周期性的短缺，因为生产工作还没有完成，而需求可能仍然很高。","news_type":1,"symbols_score_info":{"NVO":0.9}},"isVote":1,"tweetType":1,"viewCount":3151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957872736,"gmtCreate":1677195023225,"gmtModify":1677195025718,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957872736","repostId":"1177038413","repostType":4,"repost":{"id":"1177038413","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1677162638,"share":"https://ttm.financial/m/news/1177038413?lang=en_US&edition=fundamental","pubTime":"2023-02-23 22:30","market":"us","language":"zh","title":"Opening | U.S. stocks opened higher and the Nasdaq rose more than 1%! Nvidia rose 13%, Ali rose nearly 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177038413","media":"老虎资讯综合","summary":"2月23日，美股三大指数集体高开，道指涨0.44%，纳指涨1.13%，标普500指数涨0.77%。阿里巴巴涨近6%，Q3营收、净利润均超预期。英伟达涨13%，2023财年Q4业绩及2024财年Q1营收","content":"<p><html><head></head><body>On February 23, the three major U.S. stock indexes collectively opened higher, with the Dow up 0.44%, the Nasdaq up 1.13%, and the S&P 500 up 0.77%.</p><p><img src=\"https://static.tigerbbs.com/cb970c7326853ec3686a0600b9e2cb14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose nearly 6%, and Q3 revenue and net profit both exceeded expectations.</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Up 13%, Q4 performance for fiscal year 2023 and Q1 revenue guidance for fiscal year 2024 were better than market expectations.</p><p>Lucid Group fell more than 13%, with Q4 revenue of US $257.7 million, a year-on-year increase of nearly 9 times but still lower than expected. Only 7,180 vehicles were produced throughout the year, well below the original expectation of 20,000.</p><p>The Nasdaq China Golden Dragon Index opened up 2.5%, and most popular Chinese concept stocks opened higher.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Rose nearly 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up about 5%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 2.5%.</p><p>eBay fell more than 5%. In Q4 2022, the total merchandise transaction volume fell 12% year-on-year to US $18.2 billion, and the net profit fell 70% to US $581 million.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | U.S. stocks opened higher and the Nasdaq rose more than 1%! Nvidia rose 13%, Ali rose nearly 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | U.S. stocks opened higher and the Nasdaq rose more than 1%! Nvidia rose 13%, Ali rose nearly 6%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-23 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 23, the three major U.S. stock indexes collectively opened higher, with the Dow up 0.44%, the Nasdaq up 1.13%, and the S&P 500 up 0.77%.</p><p><img src=\"https://static.tigerbbs.com/cb970c7326853ec3686a0600b9e2cb14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose nearly 6%, and Q3 revenue and net profit both exceeded expectations.</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Up 13%, Q4 performance for fiscal year 2023 and Q1 revenue guidance for fiscal year 2024 were better than market expectations.</p><p>Lucid Group fell more than 13%, with Q4 revenue of US $257.7 million, a year-on-year increase of nearly 9 times but still lower than expected. Only 7,180 vehicles were produced throughout the year, well below the original expectation of 20,000.</p><p>The Nasdaq China Golden Dragon Index opened up 2.5%, and most popular Chinese concept stocks opened higher.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Rose nearly 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up about 5%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 2.5%.</p><p>eBay fell more than 5%. In Q4 2022, the total merchandise transaction volume fell 12% year-on-year to US $18.2 billion, and the net profit fell 70% to US $581 million.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4543":"AI","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4527":"明星科技股",".SPX":"S&P 500 Index","LU0109392836.USD":"富兰克林科技股A","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","NVDA":"英伟达","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4550":"红杉资本持仓","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC",".DJI":"道琼斯","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177038413","content_text":"2月23日，美股三大指数集体高开，道指涨0.44%，纳指涨1.13%，标普500指数涨0.77%。阿里巴巴涨近6%，Q3营收、净利润均超预期。英伟达涨13%，2023财年Q4业绩及2024财年Q1营收指引优于市场预期。Lucid Group跌超13%，Q4营收为2.577亿美元，同比增长近9倍但仍低于预期。全年仅生产7180辆汽车，远低于最初预期的20000辆。纳斯达克中国金龙指数开涨2.5%，热门中概股多数高开，拼多多涨近6%，哔哩哔哩涨约5%，京东涨超3%，百度涨2.5%。eBay跌超5%，2022年Q4商品交易总额同比下滑12%至182亿美元，净利润下滑70%至5.81亿美元。","news_type":1,"symbols_score_info":{".SPX":0.9,"NVDA":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957157969,"gmtCreate":1677117111451,"gmtModify":1677117115399,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957157969","repostId":"1112793785","repostType":4,"repost":{"id":"1112793785","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1677110394,"share":"https://ttm.financial/m/news/1112793785?lang=en_US&edition=fundamental","pubTime":"2023-02-23 07:59","market":"hk","language":"zh","title":"Last night and this morning | The Fed was hawkish, and the S&P fell for four consecutive days! The meeting rarely reminds U.S. stocks of this risk","url":"https://stock-news.laohu8.com/highlight/detail?id=1112793785","media":"老虎资讯综合","summary":"摘要：①美联储纪要称将继续加息，隔夜美股三大股指涨跌不一，标普连跌四日；②比尔·盖茨花费9.02亿美元收购喜力啤酒股份；③俄称已做好准备通过政治和外交途径实现特别军事行动目标。海外行情1、美联储纪要重","content":"<p><html><head></head><body>Abstract: ① The minutes of the Federal Reserve said that it would continue the rate hike. The three major U.S. stock indexes were mixed overnight, and the S&P fell for four consecutive days; ② Bill Gates spent $902 million to acquire<a href=\"https://laohu8.com/S/0O26.UK\">Heineken</a>Shares; ③ Russia says it is ready to achieve the goals of special military operations through political and diplomatic channels. Overseas market</p><p>1. The Federal Reserve minutes reiterated its tough stance, U.S. stocks were mixed, S&P fell for four consecutive days</p><p>U.S. stocks closed mixed on Wednesday, with the S&P 500 falling for the fourth consecutive session. The Federal Reserve released the minutes of its February monetary policy meeting. At the last meeting, all Fed officials serving as voting committees voted for rate hike by 25 basis points. However, a few non-voting committee members want rate hike 50 basis points to show greater determination to reduce inflation. The minutes of this meeting made a rare reminder of the risk of overvaluation of U.S. stocks. It wrote that Fed officials attending the meeting judged that the pressure on asset valuations was still significant. At the same time, several Fed officials stressed that the lengthy negotiations to raise the debt ceiling may pose significant risks to the U.S. financial system and the broader economy.</p><p>As of the close, the Dow Jones index fell 0.26%, the S&P 500 index fell 0.16%, and the Nasdaq index rose 0.13%. Most large technology stocks fell,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>, Facebook,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Down slightly;<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Slightly higher. Energy stocks fell across the board,<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Fell more than 2%,<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>Fell more than 1%,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Slight decline.</p><p>2. Popular Chinese concept stocks are mixed<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 1%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.26%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up more than 1%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 2%, JD.com and Pinduoduo fell more than 1%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>。</p><p>3. Major European stock indexes closed mixed, Germany's DAX30 index rose 0.01%</p><p>Major European stock indexes closed mixed on Wednesday, with Germany's DAX30 index rising 0.01%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.59%, the French CAC40 index fell 0.13%, and the European Stoxx 50 index fell 0.18%.</p><p>4. Oil prices fell about 3% and hit a new low in more than two weeks. American gas once rose 11%, breaking away from the low of nearly two and a half years</p><p>Investors are worried that continued rate hike by European and American central banks will slow down the economy and drag down oil demand. Oil prices fell for two consecutive days and closed at daily lows. WTI crude oil futures for April closed down $2.41, or 3.15%, at $73.95 per barrel, falling below $74. Brent crude oil futures for April closed down $2.45, or 2.95%, at $80.60 per barrel, both hitting more than two-week lows since February 6.</p><p>European benchmark Dutch TTF natural gas futures rose 5% intraday and rose above the integer of 50 euros/MWh, breaking off a one-and-a-half-year low. ICE British Gas opened 3% in late trading, and also rose 5% intraday and stood above 120p/kcal. EU carbon tax falls off a new high.</p><p>U.S. NYMEX March natural gas futures rose 11% intraday and closed up nearly 5%, breaking away from the nearly two-and-a-half-year low set yesterday. Earlier in the day, the contract fell below $2 for the first time since September 2020, and traders gave up hope that extremely cold weather would boost demand.</p><p>5. Gold futures fell for three consecutive days and hit a new low in nearly two months. Spot gold expanded its losses after the FOMC minutes</p><p>COMEX April gold futures closed down about 0.1% at $1,841.50 an ounce, falling for three consecutive days and hitting a nearly two-month low since December last year.</p><p>Before the release of the FOMC minutes, the decline in spot gold expanded to 0.3%, once falling below the integer of $1,830, close to the lowest since January 6. After the minutes were released, gold's decline expanded to a new daily low of 0.6%, falling below $1,830, close to a seven-week low.</p><p>Macro News</p><p>1. Minutes of the Federal Reserve meeting: Further rate hike has become a consensus, and there are more hawkish voices in the non-voting committee</p><p>On Wednesday (February 22), the Federal Reserve released the minutes of the Federal Open Market Committee (FOMC) monetary policy meeting from January 31 to February 1.</p><p>The minutes showed that all Fed officials who served as voting committees at the meeting voted for rate hike by 25 basis points, raising Federal Funds rate's target range to between 4.50% and 4.75%. However, the minutes pointed out that not all officials supported this resolution, and a few non-voting committees wanted rate hike 50 basis points to show greater determination to reduce inflation.</p><p>Overall, officials generally agree that there are signs that U.S. inflation is pulling back, but not enough to make them decide to stop rate hike, and that \"continued rate hike is necessary.\" If the pace of inflation slowing stalls, they will be open to the question of \"how high interest rates will eventually rise.\"</p><p>2. Major benefits! OPEC's second largest oil producer announced that it will allow direct settlement of Chinese goods in RMB</p><p>According to multiple media reports, on Wednesday (February 22) local time, the Central Bank of Iraq stated that it planned to allow trade with China to be settled directly in RMB. The bank also said in a statement that as part of its plan, the bank may increase its<a href=\"https://laohu8.com/S/601988\">BANK OF CHINA</a>Balance in RMB account.</p><p>Economic Adviser, Government of Iraq<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Mudhir Salih told the media that all along, Iraqi imports from China have only been settled in US dollars. This is the first time that imports from China have been settled in RMB.</p><p>3. Affected by winter storms, 1,442 flights in the United States have been cancelled</p><p>According to US media reports on February 22, local time, affected by the winter storm, according to data from flight tracking website FlightAware, as of 2:30 pm Eastern Time on the 22nd, a total of 1,442 flights in the United States were cancelled. Minneapolis-St. Paul International Airport, Denver International Airport and Detroit Metropolitan Wayne County Airport were the most affected, as were Chicago O 'Hare International Airport, Toronto Pearson International Airport and Milwaukee Mitchell International Airport, according to FlightAware.</p><p>4. \"Eagle King\" Bullard: The Fed is very promising to defeat inflation this year and will not cause a recession</p><p>On Wednesday (February 22) local time, St. Louis Fed President Bullard said that the U.S. economy is more resilient than expected, and the Fed should continue its rate hike this year to avoid repeating the mistakes of the 1970s. He is confident that the Fed will defeat inflation this year and believes that rate hike will not cause a recession.</p><p>The situation between Russia and Ukraine</p><p>1. Russia says it is ready to achieve the goals of special military operations through political and diplomatic channels</p><p>According to a report by the TASS news agency on the 23rd, Russian Deputy Foreign Minister Galuzin said that Russia is ready to achieve the goals of special military operations through political and diplomatic channels. If Western countries and the Kiev authorities lay down their arms and stop shelling Russian cities, then negotiations with Ukraine may be held.</p><p>2. British Defense Secretary: Will increase artillery shell production and replace weapons sent to Ukraine</p><p>British Defense Secretary Ben Wallace said on the 22nd local time that the UK has begun to \"warm up\" its weapons production line to replace weapons shipped to Ukraine and increase the production of artillery shells. Wallace said in an interview with British media that the UK is training Ukrainian personnel in southwest England to use Challenger 2 tanks. According to reports, the UK has conducted basic training in drone operations for more than 10,000 Ukrainian soldiers and has begun training tank units since late January.</p><p>3. Russian Deputy Foreign Minister: Russia's cessation of participation in the New Strategic Arms Reduction Treaty will not lead relevant parties to approach nuclear war</p><p>Russian Deputy Foreign Minister Ryabkov said in a TV program on the 22nd local time that Russia's cessation of participation in the New Strategic Arms Reduction Treaty will not lead the parties concerned to approach nuclear war, nor will it change Russia's position on the use of nuclear weapons. Ryabkov also said that it is better to have a dialogue with the United States than to refuse to talk to it, but the United States should clearly realize Russia's determination to take action under any conditions.</p><p>Company News</p><p>1. Bill Gates has a new move! More than US $900 million invested in the world's second largest brewer</p><p>On Wednesday, February 22, according to media reports, Bill Gates acquired a minority stake in Heineken Holding NV, the controlling shareholder of the world's second-largest brewer, for about $902 million.</p><p>Gates was awarded a 3.8% stake in Heineken last week, according to a filing from Dutch watchdog AFM. He bought 6.65 million shares of Heineken Holdings in his personal capacity and another 4.18 million shares through his Bill & Melinda Gates Foundation Trust. The value of the shares amounted to € 848.2 million ($902 million).</p><p>2. Apple's Apple Watch has made breakthrough progress in measuring human blood sugar</p><p>Apple is working on a major project dating back to the days of Jobs: non-invasive and continuous blood glucose monitoring using the Apple Watch. The goal of the secret study, known as E5, is to successfully measure the amount of glucose in a person without needing to puncture the skin to take blood. According to people familiar with the matter, Apple has made some significant strides in this area recently and believes it can finally bring blood glucose monitoring technology to market. If this technological breakthrough is perfected, it will be a boon for diabetics and help cement Apple's dominance in healthcare. Adding the monitoring system to the Apple Watch will be Apple's ultimate goal, and if successful, it will also make the device a necessity for hundreds of millions of diabetics around the world.</p><p>3. Musk meets with the governor of California and announces<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Engineering headquarters located in California</p><p>Tesla CEO Musk met with California Governor Gavin Newsom on Wednesday and jointly visited Tesla's engineering headquarters in Palo Alto, California. Sources said the two sides are expected to focus on Tesla's efforts to create jobs and expand in the state; Tesla will focus on recruiting engineers who are proficient in research and development and artificial intelligence, a plan that will help accelerate the development of autonomous driving and<a href=\"https://laohu8.com/S/300024\">Robot</a>Technologies.</p><p>4. Microsoft introduces AI chatbot to iPhone and Android versions of Bing APP</p><p>Microsoft on Wednesday announced the release of new Bing and Edge preview apps for iPhone and Android, which include new features such as voice search and access to its AI chatbot. In the Bing mobile app, users can tap the Bing icon to start a chat session, and various questions can be asked via text or voice. Users will also be able to access Bing's updated features through the home page of the Edge mobile app.</p><p>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is reported that the use of ChatGPT is restricted company-wide</p><p>JPMorgan Chase has restricted the use of the ChatGPT chatbot for all of the company's employees, people familiar with the matter said. It is reported that this move was not triggered by any specific event, but reflects JPMorgan Chase's normal restrictions on third-party software. Consulting giant with more than 700,000 employees<a href=\"https://laohu8.com/S/ACN\">Accenture</a>Employees have been warned not to expose customer information to ChatGPT.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | The Fed was hawkish, and the S&P fell for four consecutive days! The meeting rarely reminds U.S. stocks of this risk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | The Fed was hawkish, and the S&P fell for four consecutive days! The meeting rarely reminds U.S. stocks of this risk\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-23 07:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The minutes of the Federal Reserve said that it would continue the rate hike. The three major U.S. stock indexes were mixed overnight, and the S&P fell for four consecutive days; ② Bill Gates spent $902 million to acquire<a href=\"https://laohu8.com/S/0O26.UK\">Heineken</a>Shares; ③ Russia says it is ready to achieve the goals of special military operations through political and diplomatic channels. Overseas market</p><p>1. The Federal Reserve minutes reiterated its tough stance, U.S. stocks were mixed, S&P fell for four consecutive days</p><p>U.S. stocks closed mixed on Wednesday, with the S&P 500 falling for the fourth consecutive session. The Federal Reserve released the minutes of its February monetary policy meeting. At the last meeting, all Fed officials serving as voting committees voted for rate hike by 25 basis points. However, a few non-voting committee members want rate hike 50 basis points to show greater determination to reduce inflation. The minutes of this meeting made a rare reminder of the risk of overvaluation of U.S. stocks. It wrote that Fed officials attending the meeting judged that the pressure on asset valuations was still significant. At the same time, several Fed officials stressed that the lengthy negotiations to raise the debt ceiling may pose significant risks to the U.S. financial system and the broader economy.</p><p>As of the close, the Dow Jones index fell 0.26%, the S&P 500 index fell 0.16%, and the Nasdaq index rose 0.13%. Most large technology stocks fell,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>, Facebook,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Down slightly;<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Slightly higher. Energy stocks fell across the board,<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Fell more than 2%,<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>Fell more than 1%,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Slight decline.</p><p>2. Popular Chinese concept stocks are mixed<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 1%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.26%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up more than 1%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 2%, JD.com and Pinduoduo fell more than 1%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>。</p><p>3. Major European stock indexes closed mixed, Germany's DAX30 index rose 0.01%</p><p>Major European stock indexes closed mixed on Wednesday, with Germany's DAX30 index rising 0.01%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.59%, the French CAC40 index fell 0.13%, and the European Stoxx 50 index fell 0.18%.</p><p>4. Oil prices fell about 3% and hit a new low in more than two weeks. American gas once rose 11%, breaking away from the low of nearly two and a half years</p><p>Investors are worried that continued rate hike by European and American central banks will slow down the economy and drag down oil demand. Oil prices fell for two consecutive days and closed at daily lows. WTI crude oil futures for April closed down $2.41, or 3.15%, at $73.95 per barrel, falling below $74. Brent crude oil futures for April closed down $2.45, or 2.95%, at $80.60 per barrel, both hitting more than two-week lows since February 6.</p><p>European benchmark Dutch TTF natural gas futures rose 5% intraday and rose above the integer of 50 euros/MWh, breaking off a one-and-a-half-year low. ICE British Gas opened 3% in late trading, and also rose 5% intraday and stood above 120p/kcal. EU carbon tax falls off a new high.</p><p>U.S. NYMEX March natural gas futures rose 11% intraday and closed up nearly 5%, breaking away from the nearly two-and-a-half-year low set yesterday. Earlier in the day, the contract fell below $2 for the first time since September 2020, and traders gave up hope that extremely cold weather would boost demand.</p><p>5. Gold futures fell for three consecutive days and hit a new low in nearly two months. Spot gold expanded its losses after the FOMC minutes</p><p>COMEX April gold futures closed down about 0.1% at $1,841.50 an ounce, falling for three consecutive days and hitting a nearly two-month low since December last year.</p><p>Before the release of the FOMC minutes, the decline in spot gold expanded to 0.3%, once falling below the integer of $1,830, close to the lowest since January 6. After the minutes were released, gold's decline expanded to a new daily low of 0.6%, falling below $1,830, close to a seven-week low.</p><p>Macro News</p><p>1. Minutes of the Federal Reserve meeting: Further rate hike has become a consensus, and there are more hawkish voices in the non-voting committee</p><p>On Wednesday (February 22), the Federal Reserve released the minutes of the Federal Open Market Committee (FOMC) monetary policy meeting from January 31 to February 1.</p><p>The minutes showed that all Fed officials who served as voting committees at the meeting voted for rate hike by 25 basis points, raising Federal Funds rate's target range to between 4.50% and 4.75%. However, the minutes pointed out that not all officials supported this resolution, and a few non-voting committees wanted rate hike 50 basis points to show greater determination to reduce inflation.</p><p>Overall, officials generally agree that there are signs that U.S. inflation is pulling back, but not enough to make them decide to stop rate hike, and that \"continued rate hike is necessary.\" If the pace of inflation slowing stalls, they will be open to the question of \"how high interest rates will eventually rise.\"</p><p>2. Major benefits! OPEC's second largest oil producer announced that it will allow direct settlement of Chinese goods in RMB</p><p>According to multiple media reports, on Wednesday (February 22) local time, the Central Bank of Iraq stated that it planned to allow trade with China to be settled directly in RMB. The bank also said in a statement that as part of its plan, the bank may increase its<a href=\"https://laohu8.com/S/601988\">BANK OF CHINA</a>Balance in RMB account.</p><p>Economic Adviser, Government of Iraq<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Mudhir Salih told the media that all along, Iraqi imports from China have only been settled in US dollars. This is the first time that imports from China have been settled in RMB.</p><p>3. Affected by winter storms, 1,442 flights in the United States have been cancelled</p><p>According to US media reports on February 22, local time, affected by the winter storm, according to data from flight tracking website FlightAware, as of 2:30 pm Eastern Time on the 22nd, a total of 1,442 flights in the United States were cancelled. Minneapolis-St. Paul International Airport, Denver International Airport and Detroit Metropolitan Wayne County Airport were the most affected, as were Chicago O 'Hare International Airport, Toronto Pearson International Airport and Milwaukee Mitchell International Airport, according to FlightAware.</p><p>4. \"Eagle King\" Bullard: The Fed is very promising to defeat inflation this year and will not cause a recession</p><p>On Wednesday (February 22) local time, St. Louis Fed President Bullard said that the U.S. economy is more resilient than expected, and the Fed should continue its rate hike this year to avoid repeating the mistakes of the 1970s. He is confident that the Fed will defeat inflation this year and believes that rate hike will not cause a recession.</p><p>The situation between Russia and Ukraine</p><p>1. Russia says it is ready to achieve the goals of special military operations through political and diplomatic channels</p><p>According to a report by the TASS news agency on the 23rd, Russian Deputy Foreign Minister Galuzin said that Russia is ready to achieve the goals of special military operations through political and diplomatic channels. If Western countries and the Kiev authorities lay down their arms and stop shelling Russian cities, then negotiations with Ukraine may be held.</p><p>2. British Defense Secretary: Will increase artillery shell production and replace weapons sent to Ukraine</p><p>British Defense Secretary Ben Wallace said on the 22nd local time that the UK has begun to \"warm up\" its weapons production line to replace weapons shipped to Ukraine and increase the production of artillery shells. Wallace said in an interview with British media that the UK is training Ukrainian personnel in southwest England to use Challenger 2 tanks. According to reports, the UK has conducted basic training in drone operations for more than 10,000 Ukrainian soldiers and has begun training tank units since late January.</p><p>3. Russian Deputy Foreign Minister: Russia's cessation of participation in the New Strategic Arms Reduction Treaty will not lead relevant parties to approach nuclear war</p><p>Russian Deputy Foreign Minister Ryabkov said in a TV program on the 22nd local time that Russia's cessation of participation in the New Strategic Arms Reduction Treaty will not lead the parties concerned to approach nuclear war, nor will it change Russia's position on the use of nuclear weapons. Ryabkov also said that it is better to have a dialogue with the United States than to refuse to talk to it, but the United States should clearly realize Russia's determination to take action under any conditions.</p><p>Company News</p><p>1. Bill Gates has a new move! More than US $900 million invested in the world's second largest brewer</p><p>On Wednesday, February 22, according to media reports, Bill Gates acquired a minority stake in Heineken Holding NV, the controlling shareholder of the world's second-largest brewer, for about $902 million.</p><p>Gates was awarded a 3.8% stake in Heineken last week, according to a filing from Dutch watchdog AFM. He bought 6.65 million shares of Heineken Holdings in his personal capacity and another 4.18 million shares through his Bill & Melinda Gates Foundation Trust. The value of the shares amounted to € 848.2 million ($902 million).</p><p>2. Apple's Apple Watch has made breakthrough progress in measuring human blood sugar</p><p>Apple is working on a major project dating back to the days of Jobs: non-invasive and continuous blood glucose monitoring using the Apple Watch. The goal of the secret study, known as E5, is to successfully measure the amount of glucose in a person without needing to puncture the skin to take blood. According to people familiar with the matter, Apple has made some significant strides in this area recently and believes it can finally bring blood glucose monitoring technology to market. If this technological breakthrough is perfected, it will be a boon for diabetics and help cement Apple's dominance in healthcare. Adding the monitoring system to the Apple Watch will be Apple's ultimate goal, and if successful, it will also make the device a necessity for hundreds of millions of diabetics around the world.</p><p>3. Musk meets with the governor of California and announces<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Engineering headquarters located in California</p><p>Tesla CEO Musk met with California Governor Gavin Newsom on Wednesday and jointly visited Tesla's engineering headquarters in Palo Alto, California. Sources said the two sides are expected to focus on Tesla's efforts to create jobs and expand in the state; Tesla will focus on recruiting engineers who are proficient in research and development and artificial intelligence, a plan that will help accelerate the development of autonomous driving and<a href=\"https://laohu8.com/S/300024\">Robot</a>Technologies.</p><p>4. Microsoft introduces AI chatbot to iPhone and Android versions of Bing APP</p><p>Microsoft on Wednesday announced the release of new Bing and Edge preview apps for iPhone and Android, which include new features such as voice search and access to its AI chatbot. In the Bing mobile app, users can tap the Bing icon to start a chat session, and various questions can be asked via text or voice. Users will also be able to access Bing's updated features through the home page of the Edge mobile app.</p><p>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is reported that the use of ChatGPT is restricted company-wide</p><p>JPMorgan Chase has restricted the use of the ChatGPT chatbot for all of the company's employees, people familiar with the matter said. It is reported that this move was not triggered by any specific event, but reflects JPMorgan Chase's normal restrictions on third-party software. Consulting giant with more than 700,000 employees<a href=\"https://laohu8.com/S/ACN\">Accenture</a>Employees have been warned not to expose customer information to ChatGPT.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","QID":"两倍做空纳斯达克指数ETF-ProShares",".DJI":"道琼斯","SDOW":"三倍做空道指30ETF-ProShares","QQQ":"纳指100ETF","BK4504":"桥水持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","OEF":"标普100指数ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112793785","content_text":"摘要：①美联储纪要称将继续加息，隔夜美股三大股指涨跌不一，标普连跌四日；②比尔·盖茨花费9.02亿美元收购喜力啤酒股份；③俄称已做好准备通过政治和外交途径实现特别军事行动目标。海外行情1、美联储纪要重申强硬立场美股涨跌互现标普四连跌美股周三收盘涨跌不一，标普500指数连续第四个交易日下跌。美联储公布2月货币政策会议纪要，在上次会议上，所有担任票委的美联储官员都投票支持加息25个基点。但有少数非票委希望加息50个基点，以展示出更大的、降通胀的决心。这份会议纪要罕见地提示了美股估值过高的风险，其中写道，参会的美联储官员判断，资产估值压力依然显著。同时，多名美联储官员强调，上调债务上限的漫长谈判，可能对美国金融系统和更广泛的经济构成重大风险。截止收盘，道琼斯指数跌0.26%，标普500指数跌0.16%，纳斯达克指数涨0.13%。大型科技股多数下跌，奈飞、谷歌、脸书、微软小幅下跌；亚马逊涨超1%，苹果小幅上涨。能源股全线走低，西方石油跌超2%，埃克森美孚、康菲石油、斯伦贝谢跌超1%，雪佛龙小幅下跌。2、热门中概股涨跌不一京东、拼多多跌超1%热门中概股涨跌不一，纳斯达克中国金龙指数涨0.26%。唯品会涨超2%，哔哩哔哩、爱奇艺、蔚来、网易涨超1%。百度、理想汽车跌超2%，京东、拼多多跌超1%，微博、阿里巴巴、小鹏汽车。3、欧洲主要股指收盘涨跌不一德国DAX30指数涨0.01%欧股主要指数周三收盘涨跌不一，德国DAX30指数涨0.01%，英国富时100指数跌0.59%，法国CAC40指数跌0.13%，欧洲斯托克50指数跌0.18%。4、油价跌约3%齐创逾两周新低 美气一度涨11%脱离近两年半低位投资者担心欧美央行继续加息会令经济减速、拖累油需，油价连跌两日并收于日低。WTI 4月原油期货收跌2.41美元，跌幅3.15%，报73.95美元/桶，失守74美元。布伦特4月原油期货收跌2.45美元，跌幅2.95%，报80.60美元/桶，均刷新2月6日以来的逾两周低位。欧洲基准的荷兰TTF天然气期货盘中涨5%并升破50欧元/兆瓦时整数位，脱离一年半新低。ICE英国天然气尾盘张3%，盘中也涨5%并站稳120便士/千卡上方。欧盟碳税跌离新高。美国NYMEX 3月天然气期货盘中涨11%，收涨近5%，脱离昨日所创的近两年半低位。当日稍早该合约自2020年9月以来首次跌破2美元，交易员放弃了对出现极寒天气提振需求的希望。5、期金连跌三日再创近两个月新低 FOMC纪要后现货黄金扩大跌幅COMEX 4月黄金期货收跌约0.1%，报1841.50美元/盎司，连跌三日、再创去年12月以来的近两个月低位。在FOMC纪要发布前，现货黄金跌幅扩大至0.3%，一度失守1830美元整数位，接近1月6日以来最低。纪要发布后，黄金跌幅扩大至0.6%刷新日低，跌破1830美元，接近七周低位。宏观新闻1、美联储会议纪要：需进一步加息已成共识 非票委中有更鹰派的声音周三（2月22日）美股盘中，美联储公布了1月31日至2月1日的联邦公开市场委员会（FOMC）货币政策会议纪要。纪要显示，会议上所有担任票委的美联储官员都投票支持加息25个基点，将联邦基金利率目标区间上调到4.50%至4.75%之间。不过纪要指出，并非所有的官员都支持这一决议，有少数非票委希望加息50个基点，以展示出更大的、降通胀的决心。总体来看，官员们普遍认为，有迹象表明美国通胀正在回落，但程度不足以令他们决定停止加息，“继续加息是必要的。”如果通胀放缓的速度停滞，他们将对“利率最终升至多高”这一问题持开放态度。2、重大利好！欧佩克第二大产油国宣布：允许以人民币直接结算中国商品综合多家媒体报道，当地时间周三（2月22日），伊拉克中央银行表示，计划允许与中国的贸易直接以人民币结算。该行还在声明中说，作为计划的一部分，该行未来可能会提高其在中国银行人民币账户中的余额。伊拉克政府经济顾问穆迪尔·萨利赫（Mudhir Salih）告诉媒体，一直以来，伊拉克从中国进口商品都只用美元结算，这是首次以人民币结算来自中国的进口商品。3、受冬季风暴影响 美国已有1442架次航班被取消据美国媒体当地时间2月22日报道，受冬季风暴的影响，根据航班跟踪网站FlightAware的数据，截至美国东部时间22日下午2时30分，全美共有1442架次航班被取消。据FlightAware称，明尼阿波利斯-圣保罗国际机场、丹佛国际机场和底特律大都会韦恩县机场受影响最严重，芝加哥奥黑尔国际机场、多伦多皮尔逊国际机场和密尔沃基米切尔国际机场也受到影响。4、“鹰王”布拉德：美联储今年很有希望战胜通胀 并且不会造成衰退当地时间周三（2月22日），圣路易斯联储主席布拉德表示，美国经济比预期更有弹性，美联储今年应继续加息，以免重蹈上世纪70年代的覆辙。他对美联储今年战胜通胀很有信心，并且认为加息不会造成经济衰退。俄乌局势1、俄称已做好准备通过政治和外交途径实现特别军事行动目标据塔斯社23日报道，俄罗斯外交部副部长加卢津表示，俄罗斯对通过政治和外交途径实现特别军事行动目标已经做好了准备，如果西方国家和基辅当局放下武器，停止炮击俄罗斯城市，那么与乌克兰的谈判就可能举行。2、英国国防大臣：将增加炮弹产量 更换送至乌克兰的武器英国国防大臣本·华莱士当地时间22日表示，英国已开始“预热”其武器生产线，以更换运送至乌克兰的武器，同时增加炮弹的产量。华莱士在接受英媒采访时称，英国正在英格兰西南部培训乌克兰人员使用“挑战者2”坦克。据报道，英国已经对10000多名乌克兰士兵进行了无人机作战的基本培训，并且自1月下旬以来开始对坦克部队进行培训。3、俄副外长：俄方停止参与《新削减战略武器条约》不会导致相关方接近核战争俄罗斯外交部副部长里亚布科夫当地时间22日在参加一档电视节目时表示，俄方停止参与《新削减战略武器条约》并不会导致相关方接近核战争，同时也不会改变俄方在使用核武器问题上的立场。里亚布科夫还表示，与美国进行对话好过拒绝与其对话，但美方应该清楚认识到俄罗斯在任何条件下采取行动的决心。公司新闻1、比尔·盖茨又有新动作！超9亿美元入股世界第二大啤酒制造商2月22日周三，据媒体报道，比尔·盖茨以约9.02亿美元的价格收购了世界第二大酿酒商控股股东喜力（Heineken Holding NV）的少数股权。根据荷兰监督管理机构AFM的一份文件，盖茨上周获得了喜力3.8%的股份。他以个人身份购买了喜力控股665万股股票，并通过旗下的比尔及梅琳达盖茨基金会信托基金购买了另外418万股。这些股票的价值达8.482亿欧元（9.02亿美元）。2、苹果的Apple Watch在测量人体血糖方面取得突破性进展苹果公司正在进行一个可以追溯到乔布斯时代的重大项目：使用Apple Watch实现无创和持续的血糖监测。这项被称为E5的秘密研究的目标是在不需要刺破皮肤取血的情况下，成功测量人体内的葡萄糖含量。据知情人士透露，苹果公司最近在这一领域取得了一些重大进展，并认为它最终可以将血糖监测技术推向市场。如果此次技术突破得到完善，对糖尿病患者来说将是一个福音，并有助于巩固苹果在医疗保健领域的霸主地位。将监测系统添加到Apple Watch上将是苹果公司的最终目标，如果成功，也将使该设备成为全球上亿糖尿病患者的必需品。3、马斯克会见加州州长 并宣布特斯拉工程总部落户加州特斯拉CEO马斯克周三会见了加州州长Gavin Newsom，并共同参观了特斯拉位于加州帕洛阿托的工程总部。消息人士称，预计双方将重点讨论特斯拉在该州创造就业和扩张方面的努力；特斯拉将集中招聘精通研究开发和人工智能的工程师，该计划将有助于加速开发自动驾驶和机器人技术。4、微软将AI聊天机器人引入iPhone和安卓版必应APP微软周三宣布为iPhone和Android发布新的必应和Edge预览版应用程序，其中包括语音搜索和访问其AI聊天机器人等新功能。在必应移动应用程序中，用户可以点击必应图标开始聊天会话，可以通过文本或语音提出各种问题。用户还将能够通过Edge移动应用程序的主页访问必应的更新功能。5、摩根大通据悉在全公司范围限制使用ChatGPT知情人士称，摩根大通已限制公司所有员工使用ChatGPT聊天机器人。据悉，此举并非由任何具体事件引发，而是反映了摩根大通对第三方软件的正常限制。拥有70多万名员工的咨询巨头埃森哲已警告员工不要将客户信息暴露在ChatGPT中。","news_type":1,"symbols_score_info":{"161125":0.9,"QID":0.9,"OEF":0.9,"QQQ":0.9,".SPX":0.9,"MNQmain":0.9,"SPY":0.9,".IXIC":0.9,"UDOW":0.9,"OEX":0.9,"SDS":0.9,".DJI":0.9,"QLD":0.9,"ESmain":0.9,"SQQQ":0.9,"NQmain":0.9,"SPXU":0.9,"SDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":2912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339599,"gmtCreate":1675988408212,"gmtModify":1675988411751,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339599","repostId":"1179489251","repostType":4,"repost":{"id":"1179489251","kind":"news","pubTimestamp":1675916919,"share":"https://ttm.financial/m/news/1179489251?lang=en_US&edition=fundamental","pubTime":"2023-02-09 12:28","market":"us","language":"zh","title":"Disney's streaming media can't rise either","url":"https://stock-news.laohu8.com/highlight/detail?id=1179489251","media":"真探AlphaSeeker ","summary":"在上个季度交出一份堪称惨淡的财报后，迪士尼从内到外经历了一番“大换血”——老将罗伯特·艾格回归，替换掉时任CEO鲍勃·查佩克，解雇了查佩克亲信丹尼尔，同时公司业务架构和策略方向也将重新调整。今日早间，","content":"<p><html><head></head><body>After handing over a bleak financial report last quarter, Disney experienced a \"big change of blood\" from the inside out-veteran Robert Iger returned, replaced then CEO Bob Chapek, and fired Chapek's confidant Daniel, and the company's business structure and strategic direction will also be readjusted.</p><p>This morning, Disney released Iger's first financial report after his return, and announced specific adjustment plans such as streaming media business restructuring, cost control, and layoffs. The financial report shows:</p><p><ul><li>In the first fiscal quarter of fiscal year 2023 (that is, the fourth quarter of 2022), Disney's revenue was US $23.51 billion, a year-on-year increase of 8%, higher than market expectations of US $23.37 billion; Achieved an overall operating profit of US $3.043 billion, a decrease of 7% compared with the previous fiscal year, and an overall operating profit margin of 12.94%; Achieved a net profit of US $1.361 billion, with a net profit margin of 5.79%; Diluted earnings per share were $0.7, up from $0.63 in the year-ago quarter.</p><p></li><li>As of the end of the reporting period, the number of Disney + subscriptions was 161.8 million, a decrease of 2.4 million from 164.2 million in the previous quarter. This is also the first time that the number of subscriptions has declined since Disney + went online.</p><p></li><li>On the earnings call, management announced the next new developments for Disney:<b>Plans to cut 7,000 jobs and reduce costs by $5.5 billion</b>($3 billion content costs, $2.5 billion non-content costs)<b>； Following Netflix, Disney also no longer provides expected indicators of the number of subscribers, while reiterating its goal of streaming media profitability in 2024.</b></p><p></li></ul><img src=\"https://static.tigerbbs.com/5d386f82ed444763910410251431340c\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This financial report is not only a test of Iger's initial reform results, but also reveals that Disney's development focus has shifted from growth to profitability. After a series of measures to reduce costs and increase efficiency, the capital market immediately gave positive feedback: as soon as the financial report was released, Disney's U.S. stocks rose by more than 8.1% after hours.</p><p><img src=\"https://static.tigerbbs.com/7ad935920cd27ad86d640737379ae767\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Detailed explanation of financial report: Theme parks lead the way, streaming media and content sales suffer large losses</b></p><p>Disney's total revenue consists of four parts: cable network, streaming media, content sales/licensing (formerly film and television entertainment), theme parks and consumer goods derivatives. Let's look at the financial details of each segment:</p><p><img src=\"https://static.tigerbbs.com/85320c303544d1be9626d5ca7ffbb504\" tg-width=\"1080\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In this quarter, the cable network achieved revenue of US $7.293 billion, a year-on-year decrease of 5%, and operating income of US $1.255 billion, a year-on-year decrease of 16%. The financial report mentioned that the decline in revenue was due to the decrease in advertising revenue, the adverse impact of foreign exchange and the decline in alliance revenue.</p><p>As Disney's key development business, the streaming media business still cannot get rid of the quagmire of \"losses\". In the fourth quarter of 2022, the revenue will be US $5.307 billion, a year-on-year increase of 13%, and the operating loss will increase by US $500 million to US $1.053 billion. The loss will increase by 78% year-on-year, but it is better than the company's management expectations. The financial report shows that the growth of the streaming media business is more driven by ESPN +. The high production costs and low advertising revenue of Disney + and Hulu are the main reasons for the loss of streaming media.</p><p>Content sales/licensing and other revenue (formerly film and television entertainment) earned revenue of US $2.46 billion in the fourth quarter, basically the same as the same period last year, but operating losses increased by US $114 million to US $212 million, a loss of over 100% year-on-year. The increase in loss was due to lower TV/SVOD distribution results and lower film releases and sales.</p><p>In the fourth quarter of 2021, Disney released seven films including \"Spider-Man: No Way Home\", \"West Side Story\" and \"Magic Full House\". By the fourth quarter of 2022, the number of films released has decreased significantly, with only \"Avatar 2\" and \"Strange World\" and \"Black Panther 2\" three films, and in terms of performance, only \"Black Panther 2\" supported the main income.</p><p>Disney's animation \"Strange World\" failed both at the box office and word-of-mouth, and it is expected to lose 100 million US dollars after combining production and publicity costs; \"Avatar 2\" currently has a global box office of US $2.177 billion, and the Chinese market contributes one tenth. This is Disney's highest-grossing film after the epidemic. However, because it was released in mid-December, the revenue bonus during the reporting period is limited. \"Black Panther 2\", as the finale of the fourth stage of Marvel Comics, has continued to rise at the global box office since its release in November. At present, the total box office has reached 843 million dollars, boosting the Marvel Movie Universe to 30 billion dollars.</p><p>However, Black Panther 2, as the first Marvel Comics work to return to the mainland after three and a half years, performed far less than expected in China.<b>On the one hand, Marvel Comics has been absent from the mainland for a long time, the audience's viewing continuity and emotional stickiness have been broken, and the \"feelings\" effect has failed; On the other hand, the audience threshold has increased, and it is difficult to impress the audience with simple special effects. Therefore, if Marvel wants to win back the Chinese market, it still needs to innovate at the level of story and narrative structure.</b>In addition, \"Black Panther 2\" had already landed on streaming media before its domestic release, which also caused the loss of some Chinese audiences.</p><p><img src=\"https://static.tigerbbs.com/b151f73e649044ca6981a04c73f9fa0b\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Avatar 2</p><p>The theme park business is Disney's \"cash cow\" and continued to maintain a growth trend this quarter. During the reporting period, it achieved revenue of US $8.776 billion, a year-on-year increase of 21%, and operating income of US $3.053 billion, a year-on-year increase of 25%. The main reason for the growth in performance is the increase in the number of tourists and ticket revenue. With the continuous liberalization of domestic epidemic policies and the arrival of Disney's 100th anniversary, theme parks will continue to grow strongly, and the contribution of Shanghai Disneyland will gradually emerge. After Shanghai Disneyland resumed its opening in December last year, the search volume of Disney by tourists from other places increased by more than 900%.</p><p>Whether it is the return of Hollywood blockbusters or the growth of Disney theme parks, the Chinese market still plays an important role in the contribution of these two major businesses. At the same time, Iger's return also indicates that it will focus on the Chinese market. American entertainment media Deadline reported that many Hollywood executives expressed the hope that Iger could repair the relationship between Hollywood and the Chinese market.</p><p><img src=\"https://static.tigerbbs.com/67f3a32f8240b34e8f7f988d2beacabf\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Layoffs, cost reduction, advertising revenue increase, Disney's new profit move</b></p><p>In November last year, Iger announced at the first employee meeting after the reunification that he would put creativity first and pursue company profitability rather than subscriber growth. Disney + streaming media business is a \"glorious stroke\" written by Iger when he retired. After returning to his post, the first knife of his reform also went to streaming media.</p><p>On the one hand, the streaming media business was reorganized and the original DMED department (Disney Entertainment and Media Distribution) was dissolved. The company structure was divided into three components: entertainment (streaming media and media business), ESPN (TV network and ESPN + streaming media services), parks (theme parks and derivative products). On the other hand, profitability has become the core goal of the whole company, including but not limited to layoffs, reducing content spending, and developing advertising business to achieve cost reduction and efficiency increase.</p><p>As the number of streaming media users reaches the growth ceiling, it is difficult to maintain its advantage simply by throwing money and blood transfusions. Disney has also begun to give up the idea of burning money for growth.<b>Reduce content expenditure and open content sales channels.</b></p><p><img src=\"https://static.tigerbbs.com/ff81a864d5b0aeefed987984dfbeb9b0\" tg-width=\"1080\" tg-height=\"486\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As of June last year, the total number of Disney streaming media subscriptions reached 221.1 million, surpassing the streaming media giant Netflix in just five years. Behind the rapid growth in the number of subscriptions are all kinds of burning money. Data shows that from 2018 to 2022, Disney content The total investment is as high as US $114.4 billion. According to statistics from the Wall Street Journal, since the launch of Disney +, Disney's streaming business has lost more than US $8 billion.</p><p>Now, Disney has announced a $3 billion cut in content costs, and Iger also mentioned in the earnings conference call,<b>All costs on TV and movies will be strictly reviewed, and Disney has cut about $1 billion in costs since last quarter.</b></p><p>In addition to high content costs, in order to enhance the competitiveness of the streaming media business, Disney shortened the window period for cinema movies in the past two years and exclusively launched streaming media in exchange for growth. For example, Black Widow, which caused controversy earlier, chose to be released online and offline at the same time; Pixar animation \"The Magic of 1/2\" was released for streaming half a year ahead of schedule; \"Black Panther 2\" was released in China on February 7, but it was already on Disney + on February 1. The exclusive release of high-quality films has indeed brought user growth to streaming media, but it has also sacrificed the real money box office and copyright revenue brought by film and television copyrights.</p><p>Before the release of the financial report, Disney also released a signal of opening up content sales channels.<b>Bloomberg reported that Disney is studying the possibility of selling more movies and TV shows, and some content libraries are licensed to the outside world to increase revenue.</b></p><p><img src=\"https://static.tigerbbs.com/4761608ab8a83244d67c78a3abc156a1\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>In addition, when the revenue brought by a single user growth is difficult to cover the high investment, overseas streaming media unanimously choose to develop advertising business to increase revenue.</b>Netflix launched a subscription plan with ads in November last year; Then in December, Disney + also launched an advertising version of the service. The advertising version of the service costs $7.99 per month, and the advertising-free version of the service costs $10.99 per month; Business Insider reported that Apple is also looking for an advertising sales executive for Apple TV + to use the advertising business to cover high content costs.</p><p>The implementation of the advertising subscription plan can not only attract new users who want to watch content at a low price, but also win the favor of advertisers. The revenue model of \"membership + advertising\" also increases the certainty of profitability to a certain extent. Regarding the implementation results of the current advertising plan, Disney President Rita Ferro said that more than 100 advertisers from Mattel to Marriott Hotels participated in the new plan. However, due to the limited role of advertising during the reporting period, it will not be answered until the next few quarters how much increment it can bring.</p><p>Although streaming media such as Netflix, Amazon, Disney, and Apple are all making efforts or trying to develop their advertising business, in contrast, Disney's advertising still has its constraints. Disney + is mostly based on family content, and there are more restrictions on advertising categories and duration accordingly. Moreover, after joining the advertising business, the task of the Disney platform is not only to simply do a good job in content to meet the needs of users, but also to balance the needs of advertisers and user satisfaction, which also puts forward higher requirements for the platform.</p><p>On the occasion of entering its 100th birthday, Disney is inevitably experiencing \"internal and external troubles\", facing internal profitability problems, and external streaming media competition has entered a fierce stage. The return of Iger as the \"helm\" who knows Disney best, It also adds some certainty to the changes in the global streaming media hegemony.</p><p></body></html></p>","source":"lsy1630457571390","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney's streaming media can't rise either</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney's streaming media can't rise either\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">真探AlphaSeeker </strong><span class=\"h-time small\">2023-02-09 12:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After handing over a bleak financial report last quarter, Disney experienced a \"big change of blood\" from the inside out-veteran Robert Iger returned, replaced then CEO Bob Chapek, and fired Chapek's confidant Daniel, and the company's business structure and strategic direction will also be readjusted.</p><p>This morning, Disney released Iger's first financial report after his return, and announced specific adjustment plans such as streaming media business restructuring, cost control, and layoffs. The financial report shows:</p><p><ul><li>In the first fiscal quarter of fiscal year 2023 (that is, the fourth quarter of 2022), Disney's revenue was US $23.51 billion, a year-on-year increase of 8%, higher than market expectations of US $23.37 billion; Achieved an overall operating profit of US $3.043 billion, a decrease of 7% compared with the previous fiscal year, and an overall operating profit margin of 12.94%; Achieved a net profit of US $1.361 billion, with a net profit margin of 5.79%; Diluted earnings per share were $0.7, up from $0.63 in the year-ago quarter.</p><p></li><li>As of the end of the reporting period, the number of Disney + subscriptions was 161.8 million, a decrease of 2.4 million from 164.2 million in the previous quarter. This is also the first time that the number of subscriptions has declined since Disney + went online.</p><p></li><li>On the earnings call, management announced the next new developments for Disney:<b>Plans to cut 7,000 jobs and reduce costs by $5.5 billion</b>($3 billion content costs, $2.5 billion non-content costs)<b>； Following Netflix, Disney also no longer provides expected indicators of the number of subscribers, while reiterating its goal of streaming media profitability in 2024.</b></p><p></li></ul><img src=\"https://static.tigerbbs.com/5d386f82ed444763910410251431340c\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This financial report is not only a test of Iger's initial reform results, but also reveals that Disney's development focus has shifted from growth to profitability. After a series of measures to reduce costs and increase efficiency, the capital market immediately gave positive feedback: as soon as the financial report was released, Disney's U.S. stocks rose by more than 8.1% after hours.</p><p><img src=\"https://static.tigerbbs.com/7ad935920cd27ad86d640737379ae767\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Detailed explanation of financial report: Theme parks lead the way, streaming media and content sales suffer large losses</b></p><p>Disney's total revenue consists of four parts: cable network, streaming media, content sales/licensing (formerly film and television entertainment), theme parks and consumer goods derivatives. Let's look at the financial details of each segment:</p><p><img src=\"https://static.tigerbbs.com/85320c303544d1be9626d5ca7ffbb504\" tg-width=\"1080\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In this quarter, the cable network achieved revenue of US $7.293 billion, a year-on-year decrease of 5%, and operating income of US $1.255 billion, a year-on-year decrease of 16%. The financial report mentioned that the decline in revenue was due to the decrease in advertising revenue, the adverse impact of foreign exchange and the decline in alliance revenue.</p><p>As Disney's key development business, the streaming media business still cannot get rid of the quagmire of \"losses\". In the fourth quarter of 2022, the revenue will be US $5.307 billion, a year-on-year increase of 13%, and the operating loss will increase by US $500 million to US $1.053 billion. The loss will increase by 78% year-on-year, but it is better than the company's management expectations. The financial report shows that the growth of the streaming media business is more driven by ESPN +. The high production costs and low advertising revenue of Disney + and Hulu are the main reasons for the loss of streaming media.</p><p>Content sales/licensing and other revenue (formerly film and television entertainment) earned revenue of US $2.46 billion in the fourth quarter, basically the same as the same period last year, but operating losses increased by US $114 million to US $212 million, a loss of over 100% year-on-year. The increase in loss was due to lower TV/SVOD distribution results and lower film releases and sales.</p><p>In the fourth quarter of 2021, Disney released seven films including \"Spider-Man: No Way Home\", \"West Side Story\" and \"Magic Full House\". By the fourth quarter of 2022, the number of films released has decreased significantly, with only \"Avatar 2\" and \"Strange World\" and \"Black Panther 2\" three films, and in terms of performance, only \"Black Panther 2\" supported the main income.</p><p>Disney's animation \"Strange World\" failed both at the box office and word-of-mouth, and it is expected to lose 100 million US dollars after combining production and publicity costs; \"Avatar 2\" currently has a global box office of US $2.177 billion, and the Chinese market contributes one tenth. This is Disney's highest-grossing film after the epidemic. However, because it was released in mid-December, the revenue bonus during the reporting period is limited. \"Black Panther 2\", as the finale of the fourth stage of Marvel Comics, has continued to rise at the global box office since its release in November. At present, the total box office has reached 843 million dollars, boosting the Marvel Movie Universe to 30 billion dollars.</p><p>However, Black Panther 2, as the first Marvel Comics work to return to the mainland after three and a half years, performed far less than expected in China.<b>On the one hand, Marvel Comics has been absent from the mainland for a long time, the audience's viewing continuity and emotional stickiness have been broken, and the \"feelings\" effect has failed; On the other hand, the audience threshold has increased, and it is difficult to impress the audience with simple special effects. Therefore, if Marvel wants to win back the Chinese market, it still needs to innovate at the level of story and narrative structure.</b>In addition, \"Black Panther 2\" had already landed on streaming media before its domestic release, which also caused the loss of some Chinese audiences.</p><p><img src=\"https://static.tigerbbs.com/b151f73e649044ca6981a04c73f9fa0b\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Avatar 2</p><p>The theme park business is Disney's \"cash cow\" and continued to maintain a growth trend this quarter. During the reporting period, it achieved revenue of US $8.776 billion, a year-on-year increase of 21%, and operating income of US $3.053 billion, a year-on-year increase of 25%. The main reason for the growth in performance is the increase in the number of tourists and ticket revenue. With the continuous liberalization of domestic epidemic policies and the arrival of Disney's 100th anniversary, theme parks will continue to grow strongly, and the contribution of Shanghai Disneyland will gradually emerge. After Shanghai Disneyland resumed its opening in December last year, the search volume of Disney by tourists from other places increased by more than 900%.</p><p>Whether it is the return of Hollywood blockbusters or the growth of Disney theme parks, the Chinese market still plays an important role in the contribution of these two major businesses. At the same time, Iger's return also indicates that it will focus on the Chinese market. American entertainment media Deadline reported that many Hollywood executives expressed the hope that Iger could repair the relationship between Hollywood and the Chinese market.</p><p><img src=\"https://static.tigerbbs.com/67f3a32f8240b34e8f7f988d2beacabf\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Layoffs, cost reduction, advertising revenue increase, Disney's new profit move</b></p><p>In November last year, Iger announced at the first employee meeting after the reunification that he would put creativity first and pursue company profitability rather than subscriber growth. Disney + streaming media business is a \"glorious stroke\" written by Iger when he retired. After returning to his post, the first knife of his reform also went to streaming media.</p><p>On the one hand, the streaming media business was reorganized and the original DMED department (Disney Entertainment and Media Distribution) was dissolved. The company structure was divided into three components: entertainment (streaming media and media business), ESPN (TV network and ESPN + streaming media services), parks (theme parks and derivative products). On the other hand, profitability has become the core goal of the whole company, including but not limited to layoffs, reducing content spending, and developing advertising business to achieve cost reduction and efficiency increase.</p><p>As the number of streaming media users reaches the growth ceiling, it is difficult to maintain its advantage simply by throwing money and blood transfusions. Disney has also begun to give up the idea of burning money for growth.<b>Reduce content expenditure and open content sales channels.</b></p><p><img src=\"https://static.tigerbbs.com/ff81a864d5b0aeefed987984dfbeb9b0\" tg-width=\"1080\" tg-height=\"486\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As of June last year, the total number of Disney streaming media subscriptions reached 221.1 million, surpassing the streaming media giant Netflix in just five years. Behind the rapid growth in the number of subscriptions are all kinds of burning money. Data shows that from 2018 to 2022, Disney content The total investment is as high as US $114.4 billion. According to statistics from the Wall Street Journal, since the launch of Disney +, Disney's streaming business has lost more than US $8 billion.</p><p>Now, Disney has announced a $3 billion cut in content costs, and Iger also mentioned in the earnings conference call,<b>All costs on TV and movies will be strictly reviewed, and Disney has cut about $1 billion in costs since last quarter.</b></p><p>In addition to high content costs, in order to enhance the competitiveness of the streaming media business, Disney shortened the window period for cinema movies in the past two years and exclusively launched streaming media in exchange for growth. For example, Black Widow, which caused controversy earlier, chose to be released online and offline at the same time; Pixar animation \"The Magic of 1/2\" was released for streaming half a year ahead of schedule; \"Black Panther 2\" was released in China on February 7, but it was already on Disney + on February 1. The exclusive release of high-quality films has indeed brought user growth to streaming media, but it has also sacrificed the real money box office and copyright revenue brought by film and television copyrights.</p><p>Before the release of the financial report, Disney also released a signal of opening up content sales channels.<b>Bloomberg reported that Disney is studying the possibility of selling more movies and TV shows, and some content libraries are licensed to the outside world to increase revenue.</b></p><p><img src=\"https://static.tigerbbs.com/4761608ab8a83244d67c78a3abc156a1\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>In addition, when the revenue brought by a single user growth is difficult to cover the high investment, overseas streaming media unanimously choose to develop advertising business to increase revenue.</b>Netflix launched a subscription plan with ads in November last year; Then in December, Disney + also launched an advertising version of the service. The advertising version of the service costs $7.99 per month, and the advertising-free version of the service costs $10.99 per month; Business Insider reported that Apple is also looking for an advertising sales executive for Apple TV + to use the advertising business to cover high content costs.</p><p>The implementation of the advertising subscription plan can not only attract new users who want to watch content at a low price, but also win the favor of advertisers. The revenue model of \"membership + advertising\" also increases the certainty of profitability to a certain extent. Regarding the implementation results of the current advertising plan, Disney President Rita Ferro said that more than 100 advertisers from Mattel to Marriott Hotels participated in the new plan. However, due to the limited role of advertising during the reporting period, it will not be answered until the next few quarters how much increment it can bring.</p><p>Although streaming media such as Netflix, Amazon, Disney, and Apple are all making efforts or trying to develop their advertising business, in contrast, Disney's advertising still has its constraints. Disney + is mostly based on family content, and there are more restrictions on advertising categories and duration accordingly. Moreover, after joining the advertising business, the task of the Disney platform is not only to simply do a good job in content to meet the needs of users, but also to balance the needs of advertisers and user satisfaction, which also puts forward higher requirements for the platform.</p><p>On the occasion of entering its 100th birthday, Disney is inevitably experiencing \"internal and external troubles\", facing internal profitability problems, and external streaming media competition has entered a fierce stage. The return of Iger as the \"helm\" who knows Disney best, It also adds some certainty to the changes in the global streaming media hegemony.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/pkWOwbkpNCiD2N52AJTlUQ\">真探AlphaSeeker </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24a5c9ee763bdd068795172812d82227","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://mp.weixin.qq.com/s/pkWOwbkpNCiD2N52AJTlUQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179489251","content_text":"在上个季度交出一份堪称惨淡的财报后，迪士尼从内到外经历了一番“大换血”——老将罗伯特·艾格回归，替换掉时任CEO鲍勃·查佩克，解雇了查佩克亲信丹尼尔，同时公司业务架构和策略方向也将重新调整。今日早间，迪士尼发布了艾格回归后的首份财务报告，并宣布了流媒体业务重组、控制成本、裁员等具体的调整计划。财报显示：2023财年第一财季（即2022年第四季度），迪士尼营收235.1亿美元，同比增长8%，高于市场预期的233.7亿美元；实现整体经营利润30.43亿美元，同比上一财年下降7%，整体经营利润率12.94%；实现净利润13.61亿美元，净利润率5.79%；摊薄后每股收益为0.7美元，高于去年同期的0.63美元。截至报告期末，Disney+订阅数为1.618亿，相比上季度的1.642亿减少了240万，这也是Disney+上线以来首次出现订阅数下降的情况。财报电话会议上，管理层宣布了接下来迪士尼的新动态：计划裁员7000人，成本将缩减55亿美元（30亿美元的内容成本、25亿美元的非内容成本）；继奈飞之后，迪士尼也不再提供订阅用户数预期指标，同时重申2024年流媒体盈利的目标。这份财报既是对艾格的初步改革成果检验，也透露出迪士尼的发展重心从求增长转向了求盈利。一系列降本增效措施出击后，资本市场随即给予了正向的反馈：财报一发布，迪士尼美股盘后涨超8.1%。财报详解：主题公园领跑，流媒体、内容销售大幅亏损迪士尼总营收构成共包括四部分：有线网络、流媒体、内容销售/授权（原影视娱乐）、主题公园及消费品衍生。来看下各分部的财务详情：本季度，有线网络实现营收72.93亿美元，同比下降5%，运营收入为12.55亿美元，同比上一财年下降了16%。财报中提到，营收下降的原因在于广告收入减少、外汇不利影响以及联盟收入的下降。流媒体业务作为迪士尼的重点发展业务，仍摆脱不了“亏损”的泥潭。2022年第四季度实现营收53.07亿美元，同比增长13%，运营亏损增长5亿美元，达到10.53亿美元，亏损同比提升78%，但好于公司管理层预期。财报显示，流媒体业务的增长更多是靠ESPN+带动，Disney+与Hulu的高制作成本、低广告收入是造成流媒体亏损的主要原因。内容销售/许可和其他收入（原影视娱乐）在四季度获得24.6亿美元营收，与去年同期基本持平，但运营亏损增加了1.14亿美元，达到2.12亿美元，亏损同比超100%。亏损增加的原因在于电视/SVOD分销结果降低以及影片发行数量和销售额的减少。2021年四季度，迪士尼发行了《蜘蛛侠：英雄无归》《西区故事》《 魔法满屋》等七部影片，到了2022年四季度，影片发行数量大幅减少，仅有《阿凡达2》《奇异世界》与《黑豹2》三部影片，且从表现上看，也只有《黑豹2》撑起了主收入。迪士尼动画《奇异世界》票房、口碑双失利，结合制作、宣发成本后预计亏损1亿美元；《阿凡达2》目前全球票房21.77亿美元，中国市场贡献了十分之一，这是迪士尼疫情后票房最高的影片，不过因是在12月中旬上映，对报告期内的收入加成有限。《黑豹2》作为漫威第四阶段的收官之作，11月份上映后全球票房持续走高，目前总票房达到8.43亿美元，助推漫威电影宇宙向300亿美元再进一步。不过，《黑豹2》作为时隔三年半重返内地的首部漫威作品，在中国的表现远不如预期。这一方面在于漫威在内地缺席已久，观众的观看连续性和情感粘性被打破，“情怀”效应失灵；另一方面，观众阈值提升，单纯特效炫技的内容很难再打动观众，所以漫威想要重新赢回中国市场，还需要在故事、叙事架构层面创新。此外，在国内上映前《黑豹2》就已登陆流媒体，这也造成了部分中国观众的流失。《阿凡达2》主题公园业务是迪士尼的“现金牛”，本季度继续保持了增长态势，报告期内实现营收87.76亿美元，同比增长21%，实现运营收入30.53亿美元，同比增长25%。业绩增长的主要原因在于游客人数和门票收入的增加。随着国内疫情政策的持续放开，以及迪士尼100周年的到来，主题公园将持续延续强劲增长，其中上海迪士尼乐园的贡献作用会逐渐显现。去年12月上海迪士尼恢复开园后，异地游客迪士尼搜索量涨超900%。而无论是好莱坞大片的回归还是迪士尼主题公园的增长，中国市场在这两大业务的贡献上仍有着重要的推力作用，同时，艾格的回归也预示着将会着重发力中国市场。美国娱乐媒体Deadline报道，好莱坞多位高管表示，希望艾格可以修复好莱坞与中国市场的关系。裁员降本、广告增收，迪士尼盈利新招去年11月份，艾格在回归后的首次全体员工大会上宣布，把创造力放在首位，追求公司盈利而非订阅人数增长。Disney+流媒体业务是艾格退休之际写下的“光辉一笔”，重回岗位之后其改革的第一刀也挥向了流媒体。一方面，流媒体业务进行重组 ，解散原有的DMED部门（迪士尼娱乐和媒体发行），公司架构被划分为三个组成部分：娱乐（流媒体与媒体业务）、ESPN（电视网络和ESPN+流媒体服务）、乐园（主题公园和衍生产品）。另一方面，盈利成为全公司的核心目标，包括但不限于裁员、缩减内容支出、开拓广告业务来实现降本增效。随着流媒体用户数达到增长天花板，单纯靠砸钱、靠输血已难再保持优势，迪士尼也开始放弃烧钱换增长的思路，缩减内容支出、开放内容销售渠道。截至去年六月份，迪士尼流媒体订阅总数达2.211亿，仅用五年时间超越流媒体巨头奈飞，高速增长的订阅数背后是各种烧钱漫灌，数据显示，2018年到2022年，迪士尼内容总投入高达1144亿美元，据华尔街日报统计，自Disney+推出以来，迪士尼流媒体业务已亏损超 80 亿美元。而如今，迪士尼宣布削减30亿美元内容成本，艾格也在财报电话会议中提到，将严格审查在电视和电影方面的所有成本，自上季度以来迪士尼已削减约10亿美元成本。而除了高企的内容成本外，为提升流媒体业务的竞争力，前两年迪士尼通过缩短院线电影的窗口期，独家上线流媒体，来换回增长。比如早前引发争议的《黑寡妇》选择线上线下同时上映；皮克斯动画《1/2的魔法》提前大半年上映流媒体；《黑豹2》2月7日在中国上映，但2月1日就已登陆Disney+。独家上映优质影片的确为流媒体带来了用户增长，但也牺牲掉了影视版权带来的真金白银的票房和版权收入。在财报发布之前，迪士尼也释放出开放内容销售渠道售卖的信号。彭博社报道，迪士尼正在研究出售更多电影和电视节目的可能性，部分内容库授权给外部，来增加收入。此外当单一的用户增长带来的收入难以覆盖高投入时，海外流媒体不约而同选择了开拓广告业务来实现增收。奈飞在去年11月推出了带有广告的订阅计划；随后12月份，Disney+也推出广告版本的服务，有广告版本的服务每月收费7.99美元，无广告版本的服务每月收费涨到10.99美元；Business Insider报道，苹果也在为Apple TV+寻找广告销售主管，以广告业务来填补高企的内容成本。广告订阅计划的实施除了能够吸引想要低价观看内容的新用户，还能获得广告客户商的青睐，“会员+广告”的营收模式也一定程度上增加了盈利确定性。对于目前广告计划的实施结果，迪士尼总裁丽塔·费罗表示，从美泰公司到万豪酒店等100多个广告客户参与了新方案。不过因报告期内广告发挥作用有限，具体能够带来多少增量要到未来几个季度才会有答案。尽管奈飞、亚马逊、迪士尼、苹果等流媒体都在发力或者试图发力广告业务，但相比之下迪士尼做广告还是有其掣肘之处，Disney+多是以合家欢内容为主，对广告品类、时长也相应限制更多。而且在加入广告业务后，迪士尼平台的任务不仅是单纯做好内容满足用户需要，还要做好广告主需求和用户满意度的平衡，这也对平台提出了更高要求。在步入百岁生日之际，迪士尼正不可避免地经历着“内忧外患”，内部面临盈利难题，外部流媒体竞争进入白热化阶段，而艾格作为最了解迪士尼的“掌舵者”的回归，也为全球流媒体争霸的变局增加了一些确定性。","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339295,"gmtCreate":1675988382817,"gmtModify":1675988386261,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339295","repostId":"1149929280","repostType":4,"repost":{"id":"1149929280","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1675987217,"share":"https://ttm.financial/m/news/1149929280?lang=en_US&edition=fundamental","pubTime":"2023-02-10 08:00","market":"hk","language":"zh","title":"Last night and this morning | U.S. debt warned of recession, the Nasdaq fell more than 1%, and the China Concept rose tenaciously","url":"https://stock-news.laohu8.com/highlight/detail?id=1149929280","media":"老虎资讯综合","summary":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌","content":"<p><html><head></head><body>Summary: ① U.S. bonds warned of recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>Falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The industrial metaverse application team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. bonds warn of recession, Nasdaq closed down more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and hawkish remarks from the Federal Reserve, the market could not find much reason to continue to push up the stock market, and the three major U.S. stock indexes collectively closed lower. Google's parent company Alphabet fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings reports and the Federal Reserve's monetary policy outlook. As of the close, the Nasdaq index fell 1.02%; The Dow Jones index fell 0.73%; The S&P 500 index fell 0.88%.</p><p>Most large technology stocks fell, MetaPlatforms fell more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% during the session, but finally closed up 3% after the U.S. regulatory agency confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autopilot assistance function. After plummeting more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in the presentation. The insurance and automobile manufacturing sectors rose, BlueBird rose nearly 30%, and Afflai Reinsurance Group rose more than 6%.</p><p>On February 9, Credit Suisse announced its latest quarterly financial report, which was once again surprising. In the fourth quarter of last year, Credit Suisse's net loss expanded to 1.39 billion Swiss francs (about 11.9 billion Hong Kong dollars, 10.266 billion yuan) quarter-on-quarter, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse U.S. stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, and the Nasdaq China Golden Dragon Index rose 1.10%. IQiyi rose more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slightly higher.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Slight decline.</p><p>3. Major European stock indexes closed generally higher. The German DAX30 index rose 0.72%</p><p>Major European stock indexes closed generally higher on Thursday, with Germany's DAX30 index rising 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.96%, and the European Stoxx 50 index rose 0.97%.</p><p>4. Inventory data has risen for seven consecutive weeks, crude oil futures end three-day winning streak</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures retreated to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude oil futures for March delivery fell 41 cents, or 0.52%, to settle at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents to $84.50 a barrel on Futures Europe, a drop of 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday</p><p>On Thursday, the price of gold for April delivery fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce on the New York Mercantile Exchange. Previously, gold futures had risen for three consecutive trading days, hitting the highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. U.S. debt warns of recession! U.S. Treasury Bond yield curve hits worst inversion since 1981</p><p>The important U.S. bond yield curve-the 2-year and benchmark 10-year U.S. bond yields refreshed the worst inversion since 1981, releasing a signal of a possible economic recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's three-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin stressed the need to tighten on Thursday, saying that it is important to ensure that inflation falls to the target and continue the rate hike. The Fed needs to stick to the path of anti-inflation.</p><p>2. Did the United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources and accused the Biden administration of single-handedly planning the Nord Stream pipeline explosion in an article. The White House responded to this that day. A spokesman for the U.S. National Security Council said that Hersh's report on the Nord Stream pipeline explosion was \"completely false and fictional.\"</p><p>Peskov said that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said that it was wrong to regard Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and short selling incident finally began to affect the real economy</p><p>Commodity trading tycoon Adani Group is offering discounted coal to customers, media reported on Thursday, citing people familiar with the matter. This move may be a move by the company to speed up turnover under pressure.</p><p>After experiencing the \"attack\" of Wall Street short sellers at the end of January, gautam adani, whose wealth once ranked second in the world at the end of last year, lost more than $100 billion in net worth. On the latest Forbes real-time rich list, his position has dropped to 17th in the world. In the face of short sellers' accusations that it used overseas entities to manipulate stock prices and commit financial fraud, Adani Group has always firmly denied it, but the volatility of the capital market means that the problem is far from over.</p><p>Although the company didn't explicitly state its motivation for offering discounts, and it was not the only producer in the market to offer discounts, this move clearly showed that the company was eager to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: Strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were pulled from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue work in rural areas.</p><p>The situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote work related to the establishment of a safe zone at the Zaporizhzhia Nuclear Power Plant</p><p>After meeting with Grossi, Director General of the International Atomic Energy Agency, Likhachev, President of the Russian State Atomic Energy Group, said that Russia has always believed that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote relevant work on the establishment of a safe zone at the Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue contacts in this regard and cooperate in various fields.</p><p>2. An explosion occurred at a factory in Kiev, Ukraine, killing 4 people</p><p>The Kiev Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred in a factory in Kiev that day, killing four people. The Kiev Military and Political Administration did not explain the cause of the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the national welfare fund this year</p><p>Russian Deputy Finance Minister Vladimir Krychev said that in 2023, the Russian Ministry of Finance will clear the euro share in the national welfare fund, leaving only gold, RMB and rubles in the fund. (Russian satellite news agency & radio)</p><p>Company News</p><p>1. Microsoft has disbanded its industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its four-month-old metaverse Apps team, which aims to help customers use metaverse in industrial environments. The person familiar with the matter said that all of the team's about 100 employees have been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GM\">General Motors</a>It was jointly announced with GlobalFoundries that the two companies have reached a long-term agreement in which GlobalFoundries will directly supply chips to GM to prevent the latter from facing another chip shortage. According to the two companies, which say the agreement is the first of its kind in the industry, GlobalFoundries will build dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business units after earning $56 billion</a></p><p>According to the latest media reports, ExxonMobil plans to merge business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>According to a memo ExxonMobil sent to employees, the oil company plans to form three new agencies, and later this year, the company will combine several smaller divisions, such as financial services, procurement and customer service. together. It is reported that ExxonMobil Oil will create a global energy trading department for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released financial report shows that the company's net profit in 2022 will be US $56 billion, a record annual profit<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only Planning to Stay for Two Years Streaming Media Represents the Future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not intend to serve as CEO for more than two years. Streaming media represents the future and is the company's key business. Iger regained control of Disney in November last year, and his return gave the outside world confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. Still, Iger said in an interview Thursday: \"My plan is to stay here for two years, it's written in my contract, it's my agreement with the board, it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura can lose up to $577 million after nickel trading scam</a></p><p>On Thursday local time, global commodity and crude oil trading giant Trafigura issued a statement on its official website, revealing that the company had encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that it found that a series of companies controlled by Dubai metal businessman Prateek Gupta had committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary verification of the containers shipped by the company, it was found that they did not contain nickel at all. Considering that more containers are in transit, the company expects losses of up to $577 million, which will be included in the earnings report for the first half of 2023.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | U.S. debt warned of recession, the Nasdaq fell more than 1%, and the China Concept rose tenaciously</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | U.S. debt warned of recession, the Nasdaq fell more than 1%, and the China Concept rose tenaciously\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-10 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. bonds warned of recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>Falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The industrial metaverse application team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. bonds warn of recession, Nasdaq closed down more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and hawkish remarks from the Federal Reserve, the market could not find much reason to continue to push up the stock market, and the three major U.S. stock indexes collectively closed lower. Google's parent company Alphabet fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings reports and the Federal Reserve's monetary policy outlook. As of the close, the Nasdaq index fell 1.02%; The Dow Jones index fell 0.73%; The S&P 500 index fell 0.88%.</p><p>Most large technology stocks fell, MetaPlatforms fell more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% during the session, but finally closed up 3% after the U.S. regulatory agency confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autopilot assistance function. After plummeting more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in the presentation. The insurance and automobile manufacturing sectors rose, BlueBird rose nearly 30%, and Afflai Reinsurance Group rose more than 6%.</p><p>On February 9, Credit Suisse announced its latest quarterly financial report, which was once again surprising. In the fourth quarter of last year, Credit Suisse's net loss expanded to 1.39 billion Swiss francs (about 11.9 billion Hong Kong dollars, 10.266 billion yuan) quarter-on-quarter, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse U.S. stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, and the Nasdaq China Golden Dragon Index rose 1.10%. IQiyi rose more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slightly higher.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Slight decline.</p><p>3. Major European stock indexes closed generally higher. The German DAX30 index rose 0.72%</p><p>Major European stock indexes closed generally higher on Thursday, with Germany's DAX30 index rising 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.96%, and the European Stoxx 50 index rose 0.97%.</p><p>4. Inventory data has risen for seven consecutive weeks, crude oil futures end three-day winning streak</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures retreated to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude oil futures for March delivery fell 41 cents, or 0.52%, to settle at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents to $84.50 a barrel on Futures Europe, a drop of 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday</p><p>On Thursday, the price of gold for April delivery fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce on the New York Mercantile Exchange. Previously, gold futures had risen for three consecutive trading days, hitting the highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. U.S. debt warns of recession! U.S. Treasury Bond yield curve hits worst inversion since 1981</p><p>The important U.S. bond yield curve-the 2-year and benchmark 10-year U.S. bond yields refreshed the worst inversion since 1981, releasing a signal of a possible economic recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's three-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin stressed the need to tighten on Thursday, saying that it is important to ensure that inflation falls to the target and continue the rate hike. The Fed needs to stick to the path of anti-inflation.</p><p>2. Did the United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources and accused the Biden administration of single-handedly planning the Nord Stream pipeline explosion in an article. The White House responded to this that day. A spokesman for the U.S. National Security Council said that Hersh's report on the Nord Stream pipeline explosion was \"completely false and fictional.\"</p><p>Peskov said that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said that it was wrong to regard Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and short selling incident finally began to affect the real economy</p><p>Commodity trading tycoon Adani Group is offering discounted coal to customers, media reported on Thursday, citing people familiar with the matter. This move may be a move by the company to speed up turnover under pressure.</p><p>After experiencing the \"attack\" of Wall Street short sellers at the end of January, gautam adani, whose wealth once ranked second in the world at the end of last year, lost more than $100 billion in net worth. On the latest Forbes real-time rich list, his position has dropped to 17th in the world. In the face of short sellers' accusations that it used overseas entities to manipulate stock prices and commit financial fraud, Adani Group has always firmly denied it, but the volatility of the capital market means that the problem is far from over.</p><p>Although the company didn't explicitly state its motivation for offering discounts, and it was not the only producer in the market to offer discounts, this move clearly showed that the company was eager to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: Strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were pulled from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue work in rural areas.</p><p>The situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote work related to the establishment of a safe zone at the Zaporizhzhia Nuclear Power Plant</p><p>After meeting with Grossi, Director General of the International Atomic Energy Agency, Likhachev, President of the Russian State Atomic Energy Group, said that Russia has always believed that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote relevant work on the establishment of a safe zone at the Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue contacts in this regard and cooperate in various fields.</p><p>2. An explosion occurred at a factory in Kiev, Ukraine, killing 4 people</p><p>The Kiev Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred in a factory in Kiev that day, killing four people. The Kiev Military and Political Administration did not explain the cause of the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the national welfare fund this year</p><p>Russian Deputy Finance Minister Vladimir Krychev said that in 2023, the Russian Ministry of Finance will clear the euro share in the national welfare fund, leaving only gold, RMB and rubles in the fund. (Russian satellite news agency & radio)</p><p>Company News</p><p>1. Microsoft has disbanded its industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its four-month-old metaverse Apps team, which aims to help customers use metaverse in industrial environments. The person familiar with the matter said that all of the team's about 100 employees have been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GM\">General Motors</a>It was jointly announced with GlobalFoundries that the two companies have reached a long-term agreement in which GlobalFoundries will directly supply chips to GM to prevent the latter from facing another chip shortage. According to the two companies, which say the agreement is the first of its kind in the industry, GlobalFoundries will build dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business units after earning $56 billion</a></p><p>According to the latest media reports, ExxonMobil plans to merge business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>According to a memo ExxonMobil sent to employees, the oil company plans to form three new agencies, and later this year, the company will combine several smaller divisions, such as financial services, procurement and customer service. together. It is reported that ExxonMobil Oil will create a global energy trading department for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released financial report shows that the company's net profit in 2022 will be US $56 billion, a record annual profit<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only Planning to Stay for Two Years Streaming Media Represents the Future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not intend to serve as CEO for more than two years. Streaming media represents the future and is the company's key business. Iger regained control of Disney in November last year, and his return gave the outside world confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. Still, Iger said in an interview Thursday: \"My plan is to stay here for two years, it's written in my contract, it's my agreement with the board, it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura can lose up to $577 million after nickel trading scam</a></p><p>On Thursday local time, global commodity and crude oil trading giant Trafigura issued a statement on its official website, revealing that the company had encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that it found that a series of companies controlled by Dubai metal businessman Prateek Gupta had committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary verification of the containers shipped by the company, it was found that they did not contain nickel at all. Considering that more containers are in transit, the company expects losses of up to $577 million, which will be included in the earnings report for the first half of 2023.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","03086":"华夏纳指","IEI":"iShares Barclays 3-7 Year Trea","TQQQ":"纳指三倍做多ETF","TLT":"20+年以上美国国债ETF-iShares","BND":"债券指数ETF-Vanguard美国","BK4550":"红杉资本持仓","BK4561":"索罗斯持仓","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149929280","content_text":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌再跌逾4%美东时间周四，在美债收益率上升和美联储鹰派言论的压力下，市场找不到太多理由继续推高股市，美股三大指数集体收跌。谷歌的母公司Alphabet连续第二日大跌，拖累纳指下滑。投资者继续关注企业财报与美联储的货币政策前景。截至收盘，纳斯达克指数跌幅为1.02%；道琼斯指数跌幅为0.73%；标普500指数跌幅为0.88%。大型科技股多数下跌，MetaPlatforms跌超3%，微软、亚马逊跌超1%，特斯拉盘中一度涨逾6%，不过最终收涨3%，此前美国监督管理机构确认德州ModelS致命车祸与特斯拉自动驾驶辅助功能无关。继昨日大跌逾7%之后，谷歌再度下跌逾4%，此前BardAI在演示中给出错误的回答。保险、汽车制造板块走高，BlueBird涨近30%，安富来再保险集团涨超6%。2月9日，瑞信公布的最新季度财报，再次令人大跌眼镜。去年第四季，瑞信净亏损按季扩大至13.9亿瑞郎（约119亿港元，102.66亿元人民币），已连续第五个季度出现亏损。受此影响，瑞信美股收盘大跌超15%。2、中概股逆势上扬爱奇艺涨超8%热门中概股多数上涨，纳斯达克中国金龙指数涨1.10%。爱奇艺涨超8%，知乎涨超5%，阿里巴巴涨超3%，微博、拼多多、唯品会涨超1%，网易、理想汽车、京东小幅上涨。百度跌超2%，蔚来、小鹏汽车跌超1%，哔哩哔哩、斗鱼小幅下跌。3、欧股主要指数收盘普涨德国DAX30指数涨0.72%欧股主要指数周四收盘普涨，德国DAX30指数涨0.72%，英国富时100指数涨0.33%，法国CAC40指数涨0.96%，欧洲斯托克50指数涨0.97%。4、库存数据七周连涨 原油期货终结三日连涨走势库存数据连续七周上涨，原油期货在连续三个交易日上涨后回落收跌。纽约商品交易所3月交货的西德克萨斯中质原油期货下跌41美分，跌幅0.52％收于每桶78.06美元。洲际交易所欧洲期货交易所4月份全球基准布伦特原油期货下跌59美分，至每桶84.50美元跌幅0.69％。5、周四纽约黄金期货价格收跌0.7%周四，纽约商品交易所4月交割的黄金价格下跌12.20美元，跌幅约0.7%，收于每盎司1878.50美元。此前黄金期货已连续三个交易日上涨，周三创2月2日以来的最高收盘价。宏观新闻1、美债示警衰退！美国国债收益率曲线创1981年来最严重倒挂重要美债收益率曲线——2年和基准10年期美债收益率刷新1981年来最严重倒挂程度，释放了未来一年左右可能经济衰退的信号。美联储官员继续“放鹰”，继美联储三把手威廉姆斯等官员后，周四里士满联储主席巴尔金又强调要紧缩，称为保证通胀降至目标而继续加息很重要，联储需要坚持抗通胀的道路。2、美国一手策划了北溪管道爆炸？克宫：世界必须得知真相当地时间周四（2月9日），俄罗斯克里姆林宫发言人佩斯科夫表示，世界必须了解北溪管道爆炸事件的真相。当地时间周三，美国资深调查记者、普利策奖得主西摩·赫什以知情人士为消息源，在一篇文章中指认美国拜登政府一手策划了北溪管道爆炸事件。白宫当天对此进行了回应，美国国家安全委员会发言人称，赫什发表的关于北溪管道爆炸的报道“完全是虚假和虚构的”。佩斯科夫表示，这凸显了对北溪管道爆炸事件进行国际调查的重要性，世界理应知道真相。不过他也表示，将赫什的文章视为有关爆炸事件真相的主要消息来源是错误的。3、前亚洲首富被曝折价卖煤做空事件终于开始影响实体经济据媒体周四援引知情人士报道，商品贸易大亨阿达尼集团正向客户提供折价的煤炭，此举或是公司在压力影响下加快周转率的举措。经历1月底华尔街空头“袭击”后，去年年底财富值一度高居全球第二的高塔姆·阿达尼身家蒸发逾千亿美元。在最新的福布斯实时富豪榜上，他的位置已经跌至全球第17位。面对空头对其利用海外实体操纵股价、财务造假的指控，阿达尼集团始终坚决否认，但资本市场的摇摆不定意味着问题远远没有到结束的时候。虽然公司没有明说提供折扣的动机，同时也不是市场上唯一打折的生产商，但这一举动清晰表明公司渴望将库存快速转变为现金。4、土耳其副总统：强震已造成该国17674人死亡当地时间周四，土耳其副总统奥克塔伊表示，强震已造成该国17674人死亡、72879人受伤。奥克塔伊还表示，过去24小时内有121名幸存者被从废墟中救出。除了城市，政府同样重视农村的搜救工作。俄乌局势1、俄国家原子能集团总裁：愿继续推进在扎波罗热核电站建立安全区相关工作俄罗斯国家原子能集团总裁利哈乔夫在与国际原子能机构总干事格罗西会晤后表示，俄罗斯始终认为保障核电站安全至关重要，俄方愿继续就在扎波罗热核电站建立安全区推进相关工作。俄罗斯国家原子能集团和国际原子能机构同意继续就此进行接触，并在多领域开展合作。2、乌克兰基辅一座工厂发生爆炸 已致4人死亡乌克兰基辅军政管理局当地时间9日称，基辅一座工厂当天发生爆炸，已造成4人死亡。基辅军政管理局没有说明引起爆炸的原因。3、俄联邦财政部今年将把国家福利基金中的欧元份额清零俄罗斯财政部副部长弗拉基米尔•克雷切夫表示，2023年俄罗斯财政部把国家福利基金中的欧元份额清零，该基金将只剩下黄金、人民币和卢布。 (俄罗斯卫星通讯社)公司新闻1、微软已解散工业元宇宙应用团队据一位直接了解此事的人士透露，微软已经解散了仅成立四个月的元宇宙应用团队，该团队旨在帮助客户在工业环境中使用元宇宙。这位知情人士说，该团队约100名员工已全部被解雇。2、行业内首例！格芯与通用达成长期直接供货协议美东时间周四，通用汽车与格芯(GlobalFoundries)联合宣布，两家公司达成了一项长期协议，格芯将为通用直接供应芯片，以免后者再度面临芯片短缺的困境。两家公司称这一协议还是行业内的首例，据这两家公司称，格芯将在其位于纽约州北部的半导体工厂为通用汽车建立专门的生产能力。3、爆赚560亿美元之后埃克森美孚计划重组业务部门据媒体最新报道，埃克森美孚计划合并业务部门，作为正在进行的公司重组的一部分，预计将削减成本并进行一些裁员。据一份埃克森美孚发送给员工的备忘录显示，这家石油公司计划组建三个新机构，今年晚些时候，公司将把几个规模较小的部门，如金融服务、采购和客户服务部门合并在一起。据悉，埃克森美孚石油将首次创建全球能源交易部门，并将在5月份创建新的供应链组织，名为“埃克森美孚供应链组织(EMSC)”。埃克森美孚近期发布的财报显示，公司2022年净利润为560亿美元，这一年度利润创下西方石油行业历史新高。4、迪士尼传奇CEO：只打算留两年 流媒体代表着未来当地时间周四，迪士尼CEO罗伯特·艾格表示，他不打算在CEO职位上任职超过两年，流媒体代表着未来，是公司重点发展的业务。艾格于去年11月重掌迪士尼，他的回归让外界对迪士尼的未来重拾信心。作为迪士尼公司史上的传奇CEO，艾格于2005年10月成为公司首席执行官，并于2020年2月卸任。不过，艾格周四在接受采访时表示：“我的计划是在这里呆两年，这是我的合同上写的，是我与董事会达成的协议，也是我的偏好。”5、商品贸易巨头托克遭遇镍交易骗局 损失最高可达5.77亿美元当地时间周四，全球商品和原油贸易巨头托克（Trafigura）在官网发布声明，披露公司在镍交易过程中碰上了一起骗局。在声明中，托克指控称，公司发现迪拜金属商人Prateek Gupta控制的一系列公司在交易镍金属的过程中实施“系统性欺诈”。通过初步核查该公司发货的集装箱，发现里面装的根本就不是镍。考虑到更多的集装箱正在运输过程中，公司预期最多可能造成5.77亿美元的损失，并将计入2023年上半年的财报中。","news_type":1,"symbols_score_info":{"ZNmain":0.9,"ZTmain":0.9,"SQQQ":0.9,"MNQmain":0.9,"NQmain":0.9,"UBmain":0.9,"TQQQ":0.9,"03086":0.9,"QLD":0.9,"ZBmain":0.9,"PSQ":0.9,"TLT":0.9,"BND":0.9,"IEI":0.9,"QQQ":0.9,"TNmain":0.9,"ZFmain":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339821,"gmtCreate":1675988306164,"gmtModify":1675988309500,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339821","repostId":"1149929280","repostType":4,"repost":{"id":"1149929280","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1675987217,"share":"https://ttm.financial/m/news/1149929280?lang=en_US&edition=fundamental","pubTime":"2023-02-10 08:00","market":"hk","language":"zh","title":"Last night and this morning | U.S. debt warned of recession, the Nasdaq fell more than 1%, and the China Concept rose tenaciously","url":"https://stock-news.laohu8.com/highlight/detail?id=1149929280","media":"老虎资讯综合","summary":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌","content":"<p><html><head></head><body>Summary: ① U.S. bonds warned of recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>Falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The industrial metaverse application team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. bonds warn of recession, Nasdaq closed down more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and hawkish remarks from the Federal Reserve, the market could not find much reason to continue to push up the stock market, and the three major U.S. stock indexes collectively closed lower. Google's parent company Alphabet fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings reports and the Federal Reserve's monetary policy outlook. As of the close, the Nasdaq index fell 1.02%; The Dow Jones index fell 0.73%; The S&P 500 index fell 0.88%.</p><p>Most large technology stocks fell, MetaPlatforms fell more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% during the session, but finally closed up 3% after the U.S. regulatory agency confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autopilot assistance function. After plummeting more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in the presentation. The insurance and automobile manufacturing sectors rose, BlueBird rose nearly 30%, and Afflai Reinsurance Group rose more than 6%.</p><p>On February 9, Credit Suisse announced its latest quarterly financial report, which was once again surprising. In the fourth quarter of last year, Credit Suisse's net loss expanded to 1.39 billion Swiss francs (about 11.9 billion Hong Kong dollars, 10.266 billion yuan) quarter-on-quarter, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse U.S. stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, and the Nasdaq China Golden Dragon Index rose 1.10%. IQiyi rose more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slightly higher.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Slight decline.</p><p>3. Major European stock indexes closed generally higher. The German DAX30 index rose 0.72%</p><p>Major European stock indexes closed generally higher on Thursday, with Germany's DAX30 index rising 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.96%, and the European Stoxx 50 index rose 0.97%.</p><p>4. Inventory data has risen for seven consecutive weeks, crude oil futures end three-day winning streak</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures retreated to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude oil futures for March delivery fell 41 cents, or 0.52%, to settle at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents to $84.50 a barrel on Futures Europe, a drop of 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday</p><p>On Thursday, the price of gold for April delivery fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce on the New York Mercantile Exchange. Previously, gold futures had risen for three consecutive trading days, hitting the highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. U.S. debt warns of recession! U.S. Treasury Bond yield curve hits worst inversion since 1981</p><p>The important U.S. bond yield curve-the 2-year and benchmark 10-year U.S. bond yields refreshed the worst inversion since 1981, releasing a signal of a possible economic recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's three-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin stressed the need to tighten on Thursday, saying that it is important to ensure that inflation falls to the target and continue the rate hike. The Fed needs to stick to the path of anti-inflation.</p><p>2. Did the United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources and accused the Biden administration of single-handedly planning the Nord Stream pipeline explosion in an article. The White House responded to this that day. A spokesman for the U.S. National Security Council said that Hersh's report on the Nord Stream pipeline explosion was \"completely false and fictional.\"</p><p>Peskov said that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said that it was wrong to regard Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and short selling incident finally began to affect the real economy</p><p>Commodity trading tycoon Adani Group is offering discounted coal to customers, media reported on Thursday, citing people familiar with the matter. This move may be a move by the company to speed up turnover under pressure.</p><p>After experiencing the \"attack\" of Wall Street short sellers at the end of January, gautam adani, whose wealth once ranked second in the world at the end of last year, lost more than $100 billion in net worth. On the latest Forbes real-time rich list, his position has dropped to 17th in the world. In the face of short sellers' accusations that it used overseas entities to manipulate stock prices and commit financial fraud, Adani Group has always firmly denied it, but the volatility of the capital market means that the problem is far from over.</p><p>Although the company didn't explicitly state its motivation for offering discounts, and it was not the only producer in the market to offer discounts, this move clearly showed that the company was eager to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: Strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were pulled from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue work in rural areas.</p><p>The situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote work related to the establishment of a safe zone at the Zaporizhzhia Nuclear Power Plant</p><p>After meeting with Grossi, Director General of the International Atomic Energy Agency, Likhachev, President of the Russian State Atomic Energy Group, said that Russia has always believed that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote relevant work on the establishment of a safe zone at the Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue contacts in this regard and cooperate in various fields.</p><p>2. An explosion occurred at a factory in Kiev, Ukraine, killing 4 people</p><p>The Kiev Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred in a factory in Kiev that day, killing four people. The Kiev Military and Political Administration did not explain the cause of the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the national welfare fund this year</p><p>Russian Deputy Finance Minister Vladimir Krychev said that in 2023, the Russian Ministry of Finance will clear the euro share in the national welfare fund, leaving only gold, RMB and rubles in the fund. (Russian satellite news agency & radio)</p><p>Company News</p><p>1. Microsoft has disbanded its industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its four-month-old metaverse Apps team, which aims to help customers use metaverse in industrial environments. The person familiar with the matter said that all of the team's about 100 employees have been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GM\">General Motors</a>It was jointly announced with GlobalFoundries that the two companies have reached a long-term agreement in which GlobalFoundries will directly supply chips to GM to prevent the latter from facing another chip shortage. According to the two companies, which say the agreement is the first of its kind in the industry, GlobalFoundries will build dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business units after earning $56 billion</a></p><p>According to the latest media reports, ExxonMobil plans to merge business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>According to a memo ExxonMobil sent to employees, the oil company plans to form three new agencies, and later this year, the company will combine several smaller divisions, such as financial services, procurement and customer service. together. It is reported that ExxonMobil Oil will create a global energy trading department for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released financial report shows that the company's net profit in 2022 will be US $56 billion, a record annual profit<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only Planning to Stay for Two Years Streaming Media Represents the Future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not intend to serve as CEO for more than two years. Streaming media represents the future and is the company's key business. Iger regained control of Disney in November last year, and his return gave the outside world confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. Still, Iger said in an interview Thursday: \"My plan is to stay here for two years, it's written in my contract, it's my agreement with the board, it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura can lose up to $577 million after nickel trading scam</a></p><p>On Thursday local time, global commodity and crude oil trading giant Trafigura issued a statement on its official website, revealing that the company had encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that it found that a series of companies controlled by Dubai metal businessman Prateek Gupta had committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary verification of the containers shipped by the company, it was found that they did not contain nickel at all. Considering that more containers are in transit, the company expects losses of up to $577 million, which will be included in the earnings report for the first half of 2023.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | U.S. debt warned of recession, the Nasdaq fell more than 1%, and the China Concept rose tenaciously</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | U.S. debt warned of recession, the Nasdaq fell more than 1%, and the China Concept rose tenaciously\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-10 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. bonds warned of recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>Falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The industrial metaverse application team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. bonds warn of recession, Nasdaq closed down more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and hawkish remarks from the Federal Reserve, the market could not find much reason to continue to push up the stock market, and the three major U.S. stock indexes collectively closed lower. Google's parent company Alphabet fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings reports and the Federal Reserve's monetary policy outlook. As of the close, the Nasdaq index fell 1.02%; The Dow Jones index fell 0.73%; The S&P 500 index fell 0.88%.</p><p>Most large technology stocks fell, MetaPlatforms fell more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% during the session, but finally closed up 3% after the U.S. regulatory agency confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autopilot assistance function. After plummeting more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in the presentation. The insurance and automobile manufacturing sectors rose, BlueBird rose nearly 30%, and Afflai Reinsurance Group rose more than 6%.</p><p>On February 9, Credit Suisse announced its latest quarterly financial report, which was once again surprising. In the fourth quarter of last year, Credit Suisse's net loss expanded to 1.39 billion Swiss francs (about 11.9 billion Hong Kong dollars, 10.266 billion yuan) quarter-on-quarter, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse U.S. stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, and the Nasdaq China Golden Dragon Index rose 1.10%. IQiyi rose more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slightly higher.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Slight decline.</p><p>3. Major European stock indexes closed generally higher. The German DAX30 index rose 0.72%</p><p>Major European stock indexes closed generally higher on Thursday, with Germany's DAX30 index rising 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.96%, and the European Stoxx 50 index rose 0.97%.</p><p>4. Inventory data has risen for seven consecutive weeks, crude oil futures end three-day winning streak</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures retreated to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude oil futures for March delivery fell 41 cents, or 0.52%, to settle at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents to $84.50 a barrel on Futures Europe, a drop of 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday</p><p>On Thursday, the price of gold for April delivery fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce on the New York Mercantile Exchange. Previously, gold futures had risen for three consecutive trading days, hitting the highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. U.S. debt warns of recession! U.S. Treasury Bond yield curve hits worst inversion since 1981</p><p>The important U.S. bond yield curve-the 2-year and benchmark 10-year U.S. bond yields refreshed the worst inversion since 1981, releasing a signal of a possible economic recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's three-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin stressed the need to tighten on Thursday, saying that it is important to ensure that inflation falls to the target and continue the rate hike. The Fed needs to stick to the path of anti-inflation.</p><p>2. Did the United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources and accused the Biden administration of single-handedly planning the Nord Stream pipeline explosion in an article. The White House responded to this that day. A spokesman for the U.S. National Security Council said that Hersh's report on the Nord Stream pipeline explosion was \"completely false and fictional.\"</p><p>Peskov said that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said that it was wrong to regard Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and short selling incident finally began to affect the real economy</p><p>Commodity trading tycoon Adani Group is offering discounted coal to customers, media reported on Thursday, citing people familiar with the matter. This move may be a move by the company to speed up turnover under pressure.</p><p>After experiencing the \"attack\" of Wall Street short sellers at the end of January, gautam adani, whose wealth once ranked second in the world at the end of last year, lost more than $100 billion in net worth. On the latest Forbes real-time rich list, his position has dropped to 17th in the world. In the face of short sellers' accusations that it used overseas entities to manipulate stock prices and commit financial fraud, Adani Group has always firmly denied it, but the volatility of the capital market means that the problem is far from over.</p><p>Although the company didn't explicitly state its motivation for offering discounts, and it was not the only producer in the market to offer discounts, this move clearly showed that the company was eager to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: Strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were pulled from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue work in rural areas.</p><p>The situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote work related to the establishment of a safe zone at the Zaporizhzhia Nuclear Power Plant</p><p>After meeting with Grossi, Director General of the International Atomic Energy Agency, Likhachev, President of the Russian State Atomic Energy Group, said that Russia has always believed that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote relevant work on the establishment of a safe zone at the Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue contacts in this regard and cooperate in various fields.</p><p>2. An explosion occurred at a factory in Kiev, Ukraine, killing 4 people</p><p>The Kiev Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred in a factory in Kiev that day, killing four people. The Kiev Military and Political Administration did not explain the cause of the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the national welfare fund this year</p><p>Russian Deputy Finance Minister Vladimir Krychev said that in 2023, the Russian Ministry of Finance will clear the euro share in the national welfare fund, leaving only gold, RMB and rubles in the fund. (Russian satellite news agency & radio)</p><p>Company News</p><p>1. Microsoft has disbanded its industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its four-month-old metaverse Apps team, which aims to help customers use metaverse in industrial environments. The person familiar with the matter said that all of the team's about 100 employees have been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GM\">General Motors</a>It was jointly announced with GlobalFoundries that the two companies have reached a long-term agreement in which GlobalFoundries will directly supply chips to GM to prevent the latter from facing another chip shortage. According to the two companies, which say the agreement is the first of its kind in the industry, GlobalFoundries will build dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business units after earning $56 billion</a></p><p>According to the latest media reports, ExxonMobil plans to merge business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>According to a memo ExxonMobil sent to employees, the oil company plans to form three new agencies, and later this year, the company will combine several smaller divisions, such as financial services, procurement and customer service. together. It is reported that ExxonMobil Oil will create a global energy trading department for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released financial report shows that the company's net profit in 2022 will be US $56 billion, a record annual profit<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only Planning to Stay for Two Years Streaming Media Represents the Future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not intend to serve as CEO for more than two years. Streaming media represents the future and is the company's key business. Iger regained control of Disney in November last year, and his return gave the outside world confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. Still, Iger said in an interview Thursday: \"My plan is to stay here for two years, it's written in my contract, it's my agreement with the board, it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura can lose up to $577 million after nickel trading scam</a></p><p>On Thursday local time, global commodity and crude oil trading giant Trafigura issued a statement on its official website, revealing that the company had encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that it found that a series of companies controlled by Dubai metal businessman Prateek Gupta had committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary verification of the containers shipped by the company, it was found that they did not contain nickel at all. Considering that more containers are in transit, the company expects losses of up to $577 million, which will be included in the earnings report for the first half of 2023.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","03086":"华夏纳指","IEI":"iShares Barclays 3-7 Year Trea","TQQQ":"纳指三倍做多ETF","TLT":"20+年以上美国国债ETF-iShares","BND":"债券指数ETF-Vanguard美国","BK4550":"红杉资本持仓","BK4561":"索罗斯持仓","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149929280","content_text":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌再跌逾4%美东时间周四，在美债收益率上升和美联储鹰派言论的压力下，市场找不到太多理由继续推高股市，美股三大指数集体收跌。谷歌的母公司Alphabet连续第二日大跌，拖累纳指下滑。投资者继续关注企业财报与美联储的货币政策前景。截至收盘，纳斯达克指数跌幅为1.02%；道琼斯指数跌幅为0.73%；标普500指数跌幅为0.88%。大型科技股多数下跌，MetaPlatforms跌超3%，微软、亚马逊跌超1%，特斯拉盘中一度涨逾6%，不过最终收涨3%，此前美国监督管理机构确认德州ModelS致命车祸与特斯拉自动驾驶辅助功能无关。继昨日大跌逾7%之后，谷歌再度下跌逾4%，此前BardAI在演示中给出错误的回答。保险、汽车制造板块走高，BlueBird涨近30%，安富来再保险集团涨超6%。2月9日，瑞信公布的最新季度财报，再次令人大跌眼镜。去年第四季，瑞信净亏损按季扩大至13.9亿瑞郎（约119亿港元，102.66亿元人民币），已连续第五个季度出现亏损。受此影响，瑞信美股收盘大跌超15%。2、中概股逆势上扬爱奇艺涨超8%热门中概股多数上涨，纳斯达克中国金龙指数涨1.10%。爱奇艺涨超8%，知乎涨超5%，阿里巴巴涨超3%，微博、拼多多、唯品会涨超1%，网易、理想汽车、京东小幅上涨。百度跌超2%，蔚来、小鹏汽车跌超1%，哔哩哔哩、斗鱼小幅下跌。3、欧股主要指数收盘普涨德国DAX30指数涨0.72%欧股主要指数周四收盘普涨，德国DAX30指数涨0.72%，英国富时100指数涨0.33%，法国CAC40指数涨0.96%，欧洲斯托克50指数涨0.97%。4、库存数据七周连涨 原油期货终结三日连涨走势库存数据连续七周上涨，原油期货在连续三个交易日上涨后回落收跌。纽约商品交易所3月交货的西德克萨斯中质原油期货下跌41美分，跌幅0.52％收于每桶78.06美元。洲际交易所欧洲期货交易所4月份全球基准布伦特原油期货下跌59美分，至每桶84.50美元跌幅0.69％。5、周四纽约黄金期货价格收跌0.7%周四，纽约商品交易所4月交割的黄金价格下跌12.20美元，跌幅约0.7%，收于每盎司1878.50美元。此前黄金期货已连续三个交易日上涨，周三创2月2日以来的最高收盘价。宏观新闻1、美债示警衰退！美国国债收益率曲线创1981年来最严重倒挂重要美债收益率曲线——2年和基准10年期美债收益率刷新1981年来最严重倒挂程度，释放了未来一年左右可能经济衰退的信号。美联储官员继续“放鹰”，继美联储三把手威廉姆斯等官员后，周四里士满联储主席巴尔金又强调要紧缩，称为保证通胀降至目标而继续加息很重要，联储需要坚持抗通胀的道路。2、美国一手策划了北溪管道爆炸？克宫：世界必须得知真相当地时间周四（2月9日），俄罗斯克里姆林宫发言人佩斯科夫表示，世界必须了解北溪管道爆炸事件的真相。当地时间周三，美国资深调查记者、普利策奖得主西摩·赫什以知情人士为消息源，在一篇文章中指认美国拜登政府一手策划了北溪管道爆炸事件。白宫当天对此进行了回应，美国国家安全委员会发言人称，赫什发表的关于北溪管道爆炸的报道“完全是虚假和虚构的”。佩斯科夫表示，这凸显了对北溪管道爆炸事件进行国际调查的重要性，世界理应知道真相。不过他也表示，将赫什的文章视为有关爆炸事件真相的主要消息来源是错误的。3、前亚洲首富被曝折价卖煤做空事件终于开始影响实体经济据媒体周四援引知情人士报道，商品贸易大亨阿达尼集团正向客户提供折价的煤炭，此举或是公司在压力影响下加快周转率的举措。经历1月底华尔街空头“袭击”后，去年年底财富值一度高居全球第二的高塔姆·阿达尼身家蒸发逾千亿美元。在最新的福布斯实时富豪榜上，他的位置已经跌至全球第17位。面对空头对其利用海外实体操纵股价、财务造假的指控，阿达尼集团始终坚决否认，但资本市场的摇摆不定意味着问题远远没有到结束的时候。虽然公司没有明说提供折扣的动机，同时也不是市场上唯一打折的生产商，但这一举动清晰表明公司渴望将库存快速转变为现金。4、土耳其副总统：强震已造成该国17674人死亡当地时间周四，土耳其副总统奥克塔伊表示，强震已造成该国17674人死亡、72879人受伤。奥克塔伊还表示，过去24小时内有121名幸存者被从废墟中救出。除了城市，政府同样重视农村的搜救工作。俄乌局势1、俄国家原子能集团总裁：愿继续推进在扎波罗热核电站建立安全区相关工作俄罗斯国家原子能集团总裁利哈乔夫在与国际原子能机构总干事格罗西会晤后表示，俄罗斯始终认为保障核电站安全至关重要，俄方愿继续就在扎波罗热核电站建立安全区推进相关工作。俄罗斯国家原子能集团和国际原子能机构同意继续就此进行接触，并在多领域开展合作。2、乌克兰基辅一座工厂发生爆炸 已致4人死亡乌克兰基辅军政管理局当地时间9日称，基辅一座工厂当天发生爆炸，已造成4人死亡。基辅军政管理局没有说明引起爆炸的原因。3、俄联邦财政部今年将把国家福利基金中的欧元份额清零俄罗斯财政部副部长弗拉基米尔•克雷切夫表示，2023年俄罗斯财政部把国家福利基金中的欧元份额清零，该基金将只剩下黄金、人民币和卢布。 (俄罗斯卫星通讯社)公司新闻1、微软已解散工业元宇宙应用团队据一位直接了解此事的人士透露，微软已经解散了仅成立四个月的元宇宙应用团队，该团队旨在帮助客户在工业环境中使用元宇宙。这位知情人士说，该团队约100名员工已全部被解雇。2、行业内首例！格芯与通用达成长期直接供货协议美东时间周四，通用汽车与格芯(GlobalFoundries)联合宣布，两家公司达成了一项长期协议，格芯将为通用直接供应芯片，以免后者再度面临芯片短缺的困境。两家公司称这一协议还是行业内的首例，据这两家公司称，格芯将在其位于纽约州北部的半导体工厂为通用汽车建立专门的生产能力。3、爆赚560亿美元之后埃克森美孚计划重组业务部门据媒体最新报道，埃克森美孚计划合并业务部门，作为正在进行的公司重组的一部分，预计将削减成本并进行一些裁员。据一份埃克森美孚发送给员工的备忘录显示，这家石油公司计划组建三个新机构，今年晚些时候，公司将把几个规模较小的部门，如金融服务、采购和客户服务部门合并在一起。据悉，埃克森美孚石油将首次创建全球能源交易部门，并将在5月份创建新的供应链组织，名为“埃克森美孚供应链组织(EMSC)”。埃克森美孚近期发布的财报显示，公司2022年净利润为560亿美元，这一年度利润创下西方石油行业历史新高。4、迪士尼传奇CEO：只打算留两年 流媒体代表着未来当地时间周四，迪士尼CEO罗伯特·艾格表示，他不打算在CEO职位上任职超过两年，流媒体代表着未来，是公司重点发展的业务。艾格于去年11月重掌迪士尼，他的回归让外界对迪士尼的未来重拾信心。作为迪士尼公司史上的传奇CEO，艾格于2005年10月成为公司首席执行官，并于2020年2月卸任。不过，艾格周四在接受采访时表示：“我的计划是在这里呆两年，这是我的合同上写的，是我与董事会达成的协议，也是我的偏好。”5、商品贸易巨头托克遭遇镍交易骗局 损失最高可达5.77亿美元当地时间周四，全球商品和原油贸易巨头托克（Trafigura）在官网发布声明，披露公司在镍交易过程中碰上了一起骗局。在声明中，托克指控称，公司发现迪拜金属商人Prateek Gupta控制的一系列公司在交易镍金属的过程中实施“系统性欺诈”。通过初步核查该公司发货的集装箱，发现里面装的根本就不是镍。考虑到更多的集装箱正在运输过程中，公司预期最多可能造成5.77亿美元的损失，并将计入2023年上半年的财报中。","news_type":1,"symbols_score_info":{"ZNmain":0.9,"ZTmain":0.9,"SQQQ":0.9,"MNQmain":0.9,"NQmain":0.9,"UBmain":0.9,"TQQQ":0.9,"03086":0.9,"QLD":0.9,"ZBmain":0.9,"PSQ":0.9,"TLT":0.9,"BND":0.9,"IEI":0.9,"QQQ":0.9,"TNmain":0.9,"ZFmain":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339178,"gmtCreate":1675988260695,"gmtModify":1675988264284,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"&nbsp;👍","listText":"&nbsp;👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339178","repostId":"1149929280","repostType":2,"repost":{"id":"1149929280","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1675987217,"share":"https://ttm.financial/m/news/1149929280?lang=en_US&edition=fundamental","pubTime":"2023-02-10 08:00","market":"hk","language":"zh","title":"Last night and this morning | U.S. debt warned of recession, the Nasdaq fell more than 1%, and the China Concept rose tenaciously","url":"https://stock-news.laohu8.com/highlight/detail?id=1149929280","media":"老虎资讯综合","summary":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌","content":"<p><html><head></head><body>Summary: ① U.S. bonds warned of recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>Falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The industrial metaverse application team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. bonds warn of recession, Nasdaq closed down more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and hawkish remarks from the Federal Reserve, the market could not find much reason to continue to push up the stock market, and the three major U.S. stock indexes collectively closed lower. Google's parent company Alphabet fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings reports and the Federal Reserve's monetary policy outlook. As of the close, the Nasdaq index fell 1.02%; The Dow Jones index fell 0.73%; The S&P 500 index fell 0.88%.</p><p>Most large technology stocks fell, MetaPlatforms fell more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% during the session, but finally closed up 3% after the U.S. regulatory agency confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autopilot assistance function. After plummeting more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in the presentation. The insurance and automobile manufacturing sectors rose, BlueBird rose nearly 30%, and Afflai Reinsurance Group rose more than 6%.</p><p>On February 9, Credit Suisse announced its latest quarterly financial report, which was once again surprising. In the fourth quarter of last year, Credit Suisse's net loss expanded to 1.39 billion Swiss francs (about 11.9 billion Hong Kong dollars, 10.266 billion yuan) quarter-on-quarter, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse U.S. stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, and the Nasdaq China Golden Dragon Index rose 1.10%. IQiyi rose more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slightly higher.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Slight decline.</p><p>3. Major European stock indexes closed generally higher. The German DAX30 index rose 0.72%</p><p>Major European stock indexes closed generally higher on Thursday, with Germany's DAX30 index rising 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.96%, and the European Stoxx 50 index rose 0.97%.</p><p>4. Inventory data has risen for seven consecutive weeks, crude oil futures end three-day winning streak</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures retreated to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude oil futures for March delivery fell 41 cents, or 0.52%, to settle at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents to $84.50 a barrel on Futures Europe, a drop of 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday</p><p>On Thursday, the price of gold for April delivery fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce on the New York Mercantile Exchange. Previously, gold futures had risen for three consecutive trading days, hitting the highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. U.S. debt warns of recession! U.S. Treasury Bond yield curve hits worst inversion since 1981</p><p>The important U.S. bond yield curve-the 2-year and benchmark 10-year U.S. bond yields refreshed the worst inversion since 1981, releasing a signal of a possible economic recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's three-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin stressed the need to tighten on Thursday, saying that it is important to ensure that inflation falls to the target and continue the rate hike. The Fed needs to stick to the path of anti-inflation.</p><p>2. Did the United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources and accused the Biden administration of single-handedly planning the Nord Stream pipeline explosion in an article. The White House responded to this that day. A spokesman for the U.S. National Security Council said that Hersh's report on the Nord Stream pipeline explosion was \"completely false and fictional.\"</p><p>Peskov said that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said that it was wrong to regard Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and short selling incident finally began to affect the real economy</p><p>Commodity trading tycoon Adani Group is offering discounted coal to customers, media reported on Thursday, citing people familiar with the matter. This move may be a move by the company to speed up turnover under pressure.</p><p>After experiencing the \"attack\" of Wall Street short sellers at the end of January, gautam adani, whose wealth once ranked second in the world at the end of last year, lost more than $100 billion in net worth. On the latest Forbes real-time rich list, his position has dropped to 17th in the world. In the face of short sellers' accusations that it used overseas entities to manipulate stock prices and commit financial fraud, Adani Group has always firmly denied it, but the volatility of the capital market means that the problem is far from over.</p><p>Although the company didn't explicitly state its motivation for offering discounts, and it was not the only producer in the market to offer discounts, this move clearly showed that the company was eager to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: Strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were pulled from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue work in rural areas.</p><p>The situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote work related to the establishment of a safe zone at the Zaporizhzhia Nuclear Power Plant</p><p>After meeting with Grossi, Director General of the International Atomic Energy Agency, Likhachev, President of the Russian State Atomic Energy Group, said that Russia has always believed that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote relevant work on the establishment of a safe zone at the Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue contacts in this regard and cooperate in various fields.</p><p>2. An explosion occurred at a factory in Kiev, Ukraine, killing 4 people</p><p>The Kiev Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred in a factory in Kiev that day, killing four people. The Kiev Military and Political Administration did not explain the cause of the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the national welfare fund this year</p><p>Russian Deputy Finance Minister Vladimir Krychev said that in 2023, the Russian Ministry of Finance will clear the euro share in the national welfare fund, leaving only gold, RMB and rubles in the fund. (Russian satellite news agency & radio)</p><p>Company News</p><p>1. Microsoft has disbanded its industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its four-month-old metaverse Apps team, which aims to help customers use metaverse in industrial environments. The person familiar with the matter said that all of the team's about 100 employees have been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GM\">General Motors</a>It was jointly announced with GlobalFoundries that the two companies have reached a long-term agreement in which GlobalFoundries will directly supply chips to GM to prevent the latter from facing another chip shortage. According to the two companies, which say the agreement is the first of its kind in the industry, GlobalFoundries will build dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business units after earning $56 billion</a></p><p>According to the latest media reports, ExxonMobil plans to merge business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>According to a memo ExxonMobil sent to employees, the oil company plans to form three new agencies, and later this year, the company will combine several smaller divisions, such as financial services, procurement and customer service. together. It is reported that ExxonMobil Oil will create a global energy trading department for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released financial report shows that the company's net profit in 2022 will be US $56 billion, a record annual profit<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only Planning to Stay for Two Years Streaming Media Represents the Future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not intend to serve as CEO for more than two years. Streaming media represents the future and is the company's key business. Iger regained control of Disney in November last year, and his return gave the outside world confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. Still, Iger said in an interview Thursday: \"My plan is to stay here for two years, it's written in my contract, it's my agreement with the board, it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura can lose up to $577 million after nickel trading scam</a></p><p>On Thursday local time, global commodity and crude oil trading giant Trafigura issued a statement on its official website, revealing that the company had encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that it found that a series of companies controlled by Dubai metal businessman Prateek Gupta had committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary verification of the containers shipped by the company, it was found that they did not contain nickel at all. Considering that more containers are in transit, the company expects losses of up to $577 million, which will be included in the earnings report for the first half of 2023.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | U.S. debt warned of recession, the Nasdaq fell more than 1%, and the China Concept rose tenaciously</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | U.S. debt warned of recession, the Nasdaq fell more than 1%, and the China Concept rose tenaciously\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-10 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. bonds warned of recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>Falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The industrial metaverse application team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. bonds warn of recession, Nasdaq closed down more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and hawkish remarks from the Federal Reserve, the market could not find much reason to continue to push up the stock market, and the three major U.S. stock indexes collectively closed lower. Google's parent company Alphabet fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings reports and the Federal Reserve's monetary policy outlook. As of the close, the Nasdaq index fell 1.02%; The Dow Jones index fell 0.73%; The S&P 500 index fell 0.88%.</p><p>Most large technology stocks fell, MetaPlatforms fell more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% during the session, but finally closed up 3% after the U.S. regulatory agency confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autopilot assistance function. After plummeting more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in the presentation. The insurance and automobile manufacturing sectors rose, BlueBird rose nearly 30%, and Afflai Reinsurance Group rose more than 6%.</p><p>On February 9, Credit Suisse announced its latest quarterly financial report, which was once again surprising. In the fourth quarter of last year, Credit Suisse's net loss expanded to 1.39 billion Swiss francs (about 11.9 billion Hong Kong dollars, 10.266 billion yuan) quarter-on-quarter, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse U.S. stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, and the Nasdaq China Golden Dragon Index rose 1.10%. IQiyi rose more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slightly higher.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Slight decline.</p><p>3. Major European stock indexes closed generally higher. The German DAX30 index rose 0.72%</p><p>Major European stock indexes closed generally higher on Thursday, with Germany's DAX30 index rising 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.96%, and the European Stoxx 50 index rose 0.97%.</p><p>4. Inventory data has risen for seven consecutive weeks, crude oil futures end three-day winning streak</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures retreated to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude oil futures for March delivery fell 41 cents, or 0.52%, to settle at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents to $84.50 a barrel on Futures Europe, a drop of 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday</p><p>On Thursday, the price of gold for April delivery fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce on the New York Mercantile Exchange. Previously, gold futures had risen for three consecutive trading days, hitting the highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. U.S. debt warns of recession! U.S. Treasury Bond yield curve hits worst inversion since 1981</p><p>The important U.S. bond yield curve-the 2-year and benchmark 10-year U.S. bond yields refreshed the worst inversion since 1981, releasing a signal of a possible economic recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's three-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin stressed the need to tighten on Thursday, saying that it is important to ensure that inflation falls to the target and continue the rate hike. The Fed needs to stick to the path of anti-inflation.</p><p>2. Did the United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources and accused the Biden administration of single-handedly planning the Nord Stream pipeline explosion in an article. The White House responded to this that day. A spokesman for the U.S. National Security Council said that Hersh's report on the Nord Stream pipeline explosion was \"completely false and fictional.\"</p><p>Peskov said that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said that it was wrong to regard Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and short selling incident finally began to affect the real economy</p><p>Commodity trading tycoon Adani Group is offering discounted coal to customers, media reported on Thursday, citing people familiar with the matter. This move may be a move by the company to speed up turnover under pressure.</p><p>After experiencing the \"attack\" of Wall Street short sellers at the end of January, gautam adani, whose wealth once ranked second in the world at the end of last year, lost more than $100 billion in net worth. On the latest Forbes real-time rich list, his position has dropped to 17th in the world. In the face of short sellers' accusations that it used overseas entities to manipulate stock prices and commit financial fraud, Adani Group has always firmly denied it, but the volatility of the capital market means that the problem is far from over.</p><p>Although the company didn't explicitly state its motivation for offering discounts, and it was not the only producer in the market to offer discounts, this move clearly showed that the company was eager to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: Strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were pulled from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue work in rural areas.</p><p>The situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote work related to the establishment of a safe zone at the Zaporizhzhia Nuclear Power Plant</p><p>After meeting with Grossi, Director General of the International Atomic Energy Agency, Likhachev, President of the Russian State Atomic Energy Group, said that Russia has always believed that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote relevant work on the establishment of a safe zone at the Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue contacts in this regard and cooperate in various fields.</p><p>2. An explosion occurred at a factory in Kiev, Ukraine, killing 4 people</p><p>The Kiev Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred in a factory in Kiev that day, killing four people. The Kiev Military and Political Administration did not explain the cause of the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the national welfare fund this year</p><p>Russian Deputy Finance Minister Vladimir Krychev said that in 2023, the Russian Ministry of Finance will clear the euro share in the national welfare fund, leaving only gold, RMB and rubles in the fund. (Russian satellite news agency & radio)</p><p>Company News</p><p>1. Microsoft has disbanded its industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its four-month-old metaverse Apps team, which aims to help customers use metaverse in industrial environments. The person familiar with the matter said that all of the team's about 100 employees have been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GM\">General Motors</a>It was jointly announced with GlobalFoundries that the two companies have reached a long-term agreement in which GlobalFoundries will directly supply chips to GM to prevent the latter from facing another chip shortage. According to the two companies, which say the agreement is the first of its kind in the industry, GlobalFoundries will build dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business units after earning $56 billion</a></p><p>According to the latest media reports, ExxonMobil plans to merge business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>According to a memo ExxonMobil sent to employees, the oil company plans to form three new agencies, and later this year, the company will combine several smaller divisions, such as financial services, procurement and customer service. together. It is reported that ExxonMobil Oil will create a global energy trading department for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released financial report shows that the company's net profit in 2022 will be US $56 billion, a record annual profit<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only Planning to Stay for Two Years Streaming Media Represents the Future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not intend to serve as CEO for more than two years. Streaming media represents the future and is the company's key business. Iger regained control of Disney in November last year, and his return gave the outside world confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. Still, Iger said in an interview Thursday: \"My plan is to stay here for two years, it's written in my contract, it's my agreement with the board, it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura can lose up to $577 million after nickel trading scam</a></p><p>On Thursday local time, global commodity and crude oil trading giant Trafigura issued a statement on its official website, revealing that the company had encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that it found that a series of companies controlled by Dubai metal businessman Prateek Gupta had committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary verification of the containers shipped by the company, it was found that they did not contain nickel at all. Considering that more containers are in transit, the company expects losses of up to $577 million, which will be included in the earnings report for the first half of 2023.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","03086":"华夏纳指","IEI":"iShares Barclays 3-7 Year Trea","TQQQ":"纳指三倍做多ETF","TLT":"20+年以上美国国债ETF-iShares","BND":"债券指数ETF-Vanguard美国","BK4550":"红杉资本持仓","BK4561":"索罗斯持仓","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149929280","content_text":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌再跌逾4%美东时间周四，在美债收益率上升和美联储鹰派言论的压力下，市场找不到太多理由继续推高股市，美股三大指数集体收跌。谷歌的母公司Alphabet连续第二日大跌，拖累纳指下滑。投资者继续关注企业财报与美联储的货币政策前景。截至收盘，纳斯达克指数跌幅为1.02%；道琼斯指数跌幅为0.73%；标普500指数跌幅为0.88%。大型科技股多数下跌，MetaPlatforms跌超3%，微软、亚马逊跌超1%，特斯拉盘中一度涨逾6%，不过最终收涨3%，此前美国监督管理机构确认德州ModelS致命车祸与特斯拉自动驾驶辅助功能无关。继昨日大跌逾7%之后，谷歌再度下跌逾4%，此前BardAI在演示中给出错误的回答。保险、汽车制造板块走高，BlueBird涨近30%，安富来再保险集团涨超6%。2月9日，瑞信公布的最新季度财报，再次令人大跌眼镜。去年第四季，瑞信净亏损按季扩大至13.9亿瑞郎（约119亿港元，102.66亿元人民币），已连续第五个季度出现亏损。受此影响，瑞信美股收盘大跌超15%。2、中概股逆势上扬爱奇艺涨超8%热门中概股多数上涨，纳斯达克中国金龙指数涨1.10%。爱奇艺涨超8%，知乎涨超5%，阿里巴巴涨超3%，微博、拼多多、唯品会涨超1%，网易、理想汽车、京东小幅上涨。百度跌超2%，蔚来、小鹏汽车跌超1%，哔哩哔哩、斗鱼小幅下跌。3、欧股主要指数收盘普涨德国DAX30指数涨0.72%欧股主要指数周四收盘普涨，德国DAX30指数涨0.72%，英国富时100指数涨0.33%，法国CAC40指数涨0.96%，欧洲斯托克50指数涨0.97%。4、库存数据七周连涨 原油期货终结三日连涨走势库存数据连续七周上涨，原油期货在连续三个交易日上涨后回落收跌。纽约商品交易所3月交货的西德克萨斯中质原油期货下跌41美分，跌幅0.52％收于每桶78.06美元。洲际交易所欧洲期货交易所4月份全球基准布伦特原油期货下跌59美分，至每桶84.50美元跌幅0.69％。5、周四纽约黄金期货价格收跌0.7%周四，纽约商品交易所4月交割的黄金价格下跌12.20美元，跌幅约0.7%，收于每盎司1878.50美元。此前黄金期货已连续三个交易日上涨，周三创2月2日以来的最高收盘价。宏观新闻1、美债示警衰退！美国国债收益率曲线创1981年来最严重倒挂重要美债收益率曲线——2年和基准10年期美债收益率刷新1981年来最严重倒挂程度，释放了未来一年左右可能经济衰退的信号。美联储官员继续“放鹰”，继美联储三把手威廉姆斯等官员后，周四里士满联储主席巴尔金又强调要紧缩，称为保证通胀降至目标而继续加息很重要，联储需要坚持抗通胀的道路。2、美国一手策划了北溪管道爆炸？克宫：世界必须得知真相当地时间周四（2月9日），俄罗斯克里姆林宫发言人佩斯科夫表示，世界必须了解北溪管道爆炸事件的真相。当地时间周三，美国资深调查记者、普利策奖得主西摩·赫什以知情人士为消息源，在一篇文章中指认美国拜登政府一手策划了北溪管道爆炸事件。白宫当天对此进行了回应，美国国家安全委员会发言人称，赫什发表的关于北溪管道爆炸的报道“完全是虚假和虚构的”。佩斯科夫表示，这凸显了对北溪管道爆炸事件进行国际调查的重要性，世界理应知道真相。不过他也表示，将赫什的文章视为有关爆炸事件真相的主要消息来源是错误的。3、前亚洲首富被曝折价卖煤做空事件终于开始影响实体经济据媒体周四援引知情人士报道，商品贸易大亨阿达尼集团正向客户提供折价的煤炭，此举或是公司在压力影响下加快周转率的举措。经历1月底华尔街空头“袭击”后，去年年底财富值一度高居全球第二的高塔姆·阿达尼身家蒸发逾千亿美元。在最新的福布斯实时富豪榜上，他的位置已经跌至全球第17位。面对空头对其利用海外实体操纵股价、财务造假的指控，阿达尼集团始终坚决否认，但资本市场的摇摆不定意味着问题远远没有到结束的时候。虽然公司没有明说提供折扣的动机，同时也不是市场上唯一打折的生产商，但这一举动清晰表明公司渴望将库存快速转变为现金。4、土耳其副总统：强震已造成该国17674人死亡当地时间周四，土耳其副总统奥克塔伊表示，强震已造成该国17674人死亡、72879人受伤。奥克塔伊还表示，过去24小时内有121名幸存者被从废墟中救出。除了城市，政府同样重视农村的搜救工作。俄乌局势1、俄国家原子能集团总裁：愿继续推进在扎波罗热核电站建立安全区相关工作俄罗斯国家原子能集团总裁利哈乔夫在与国际原子能机构总干事格罗西会晤后表示，俄罗斯始终认为保障核电站安全至关重要，俄方愿继续就在扎波罗热核电站建立安全区推进相关工作。俄罗斯国家原子能集团和国际原子能机构同意继续就此进行接触，并在多领域开展合作。2、乌克兰基辅一座工厂发生爆炸 已致4人死亡乌克兰基辅军政管理局当地时间9日称，基辅一座工厂当天发生爆炸，已造成4人死亡。基辅军政管理局没有说明引起爆炸的原因。3、俄联邦财政部今年将把国家福利基金中的欧元份额清零俄罗斯财政部副部长弗拉基米尔•克雷切夫表示，2023年俄罗斯财政部把国家福利基金中的欧元份额清零，该基金将只剩下黄金、人民币和卢布。 (俄罗斯卫星通讯社)公司新闻1、微软已解散工业元宇宙应用团队据一位直接了解此事的人士透露，微软已经解散了仅成立四个月的元宇宙应用团队，该团队旨在帮助客户在工业环境中使用元宇宙。这位知情人士说，该团队约100名员工已全部被解雇。2、行业内首例！格芯与通用达成长期直接供货协议美东时间周四，通用汽车与格芯(GlobalFoundries)联合宣布，两家公司达成了一项长期协议，格芯将为通用直接供应芯片，以免后者再度面临芯片短缺的困境。两家公司称这一协议还是行业内的首例，据这两家公司称，格芯将在其位于纽约州北部的半导体工厂为通用汽车建立专门的生产能力。3、爆赚560亿美元之后埃克森美孚计划重组业务部门据媒体最新报道，埃克森美孚计划合并业务部门，作为正在进行的公司重组的一部分，预计将削减成本并进行一些裁员。据一份埃克森美孚发送给员工的备忘录显示，这家石油公司计划组建三个新机构，今年晚些时候，公司将把几个规模较小的部门，如金融服务、采购和客户服务部门合并在一起。据悉，埃克森美孚石油将首次创建全球能源交易部门，并将在5月份创建新的供应链组织，名为“埃克森美孚供应链组织(EMSC)”。埃克森美孚近期发布的财报显示，公司2022年净利润为560亿美元，这一年度利润创下西方石油行业历史新高。4、迪士尼传奇CEO：只打算留两年 流媒体代表着未来当地时间周四，迪士尼CEO罗伯特·艾格表示，他不打算在CEO职位上任职超过两年，流媒体代表着未来，是公司重点发展的业务。艾格于去年11月重掌迪士尼，他的回归让外界对迪士尼的未来重拾信心。作为迪士尼公司史上的传奇CEO，艾格于2005年10月成为公司首席执行官，并于2020年2月卸任。不过，艾格周四在接受采访时表示：“我的计划是在这里呆两年，这是我的合同上写的，是我与董事会达成的协议，也是我的偏好。”5、商品贸易巨头托克遭遇镍交易骗局 损失最高可达5.77亿美元当地时间周四，全球商品和原油贸易巨头托克（Trafigura）在官网发布声明，披露公司在镍交易过程中碰上了一起骗局。在声明中，托克指控称，公司发现迪拜金属商人Prateek Gupta控制的一系列公司在交易镍金属的过程中实施“系统性欺诈”。通过初步核查该公司发货的集装箱，发现里面装的根本就不是镍。考虑到更多的集装箱正在运输过程中，公司预期最多可能造成5.77亿美元的损失，并将计入2023年上半年的财报中。","news_type":1,"symbols_score_info":{"ZNmain":0.9,"ZTmain":0.9,"SQQQ":0.9,"MNQmain":0.9,"NQmain":0.9,"UBmain":0.9,"TQQQ":0.9,"03086":0.9,"QLD":0.9,"ZBmain":0.9,"PSQ":0.9,"TLT":0.9,"BND":0.9,"IEI":0.9,"QQQ":0.9,"TNmain":0.9,"ZFmain":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955902763,"gmtCreate":1675124956252,"gmtModify":1676538976964,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955902763","repostId":"2307739544","repostType":4,"repost":{"id":"2307739544","kind":"highlight","pubTimestamp":1675120250,"share":"https://ttm.financial/m/news/2307739544?lang=en_US&edition=fundamental","pubTime":"2023-01-31 07:10","market":"us","language":"zh","title":"Samsung, the king of memory chips, can't stand it! It is said that production cuts are being considered due to huge losses in Q1","url":"https://stock-news.laohu8.com/highlight/detail?id=2307739544","media":"华尔街见闻","summary":"媒体指出，三星及其对手每生产一块存储芯片都在亏损，预计今年合计营业亏损将达到创纪录的50亿美元，同时，体现需求的指标库存水平已增长两倍多，达到创纪录高位。","content":"<p><html><head></head><body>The media pointed out that Samsung and its rivals are losing money for every memory chip they produce. It is expected that the total operating loss this year will reach a record $5 billion. At the same time, the inventory level, an indicator reflecting demand, has more than tripled to a record high. The $160 billion memory chip industry is suffering a historic collapse due to oversupply, customer cuts, and plummeting chip prices, even the industry giants<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It's also difficult to be immune.</p><p>On Monday local time, South Korean media reported that due to the possible huge operating losses in the first quarter of 2023, the world's largest chip, smartphone and display manufacturer<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>It is considering cutting DRAM and NAND chip production.</p><p>The above news means that Samsung will change its position of always producing as planned. In October 2022, Samsung executives stated that they would stick to the production plan and promote chip manufacturing technology at the same time, so as to tide over the industry difficulties of oversupply and widen the technological gap with competitors.</p><p>But news on Monday said that Samsung is now considering following competitors in cutting capital expenditures and production to support falling chip prices and ease oversupply as the industry slowdown may exceed expectations.</p><p>One day after the above news came out, this Tuesday, Samsung will release its financial report for the fourth quarter of 2022. Samsung's fourth-quarter guidance released earlier this month showed that operating profit for the quarter is expected to drop from 13.87 trillion won in the same period in 2021 to 4.3 trillion won, a year-on-year decrease of nearly 69%, a decrease of more than two-thirds, and sales fell by about 9% year-on-year. 9% to 70 trillion won.</p><p>At that time, the media estimated that this guidance meant that Samsung's fourth-quarter profit could hit at least an eight-year low as the global economic downturn hit Samsung's core business chip production and consumer technology products.</p><p>On Monday, the media pointed out that due to business diversification, Samsung may be the only major memory chip manufacturer that has not been severely damaged, but Samsung's semiconductor business is also facing the prospect of losses. Samsung has so far rarely evaluated the near-term prospects of the memory chip industry. Although Samsung doesn't express much position, the entire industry is already experiencing an unprecedented crisis.</p><p>According to the media, Samsung and its rivals are losing money for every chip they produce, and their combined operating loss is expected to reach a record $5 billion this year. At the same time, inventory levels, a key indicator of demand for memory chips, have more than tripled to record highs, equivalent to three to four months of supply.</p><p>To make matters worse, the industry predicts that the plunge in chip prices will continue into the first half of this year. For chip manufacturers that are already cutting investment and laying off employees, this is undoubtedly worse.</p><p>Some industry analysts predict that in the first quarter of this year, after the price plummeted by more than 20% in the fourth quarter of last year compared with the third quarter, the average price of memory chips used in smartphones, personal computers (PCs) and televisions will all fall by double digits.</p><p>Before Samsung released its financial report, many major chip manufacturers-the United States<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>, South Korea's Hynix, and Japan's Kioxia have all announced plans to either cut investment aimed at expanding production capacity or cut production to avoid exacerbating oversupply. In December, Micron Technology said that in addition to cutting production, it would also cut budgets for new factories and equipment.</p><p>Greg Roh, head of technology research at South Korean brokerage HMC Investment & Securities, said that it is not normal for chip equipment companies to see sales plummet of about 30% to 50%.</p><p>Citigroup's global market research report believes that the possibility of Samsung adjusting chip supply by drastically cutting investment is increasing, as memory chip prices have fallen more than expected, and Samsung's profitability may be pushed below the \"break-even point.\"</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsung, the king of memory chips, can't stand it! It is said that production cuts are being considered due to huge losses in Q1</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung, the king of memory chips, can't stand it! It is said that production cuts are being considered due to huge losses in Q1\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-01-31 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The media pointed out that Samsung and its rivals are losing money for every memory chip they produce. It is expected that the total operating loss this year will reach a record $5 billion. At the same time, the inventory level, an indicator reflecting demand, has more than tripled to a record high. The $160 billion memory chip industry is suffering a historic collapse due to oversupply, customer cuts, and plummeting chip prices, even the industry giants<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It's also difficult to be immune.</p><p>On Monday local time, South Korean media reported that due to the possible huge operating losses in the first quarter of 2023, the world's largest chip, smartphone and display manufacturer<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>It is considering cutting DRAM and NAND chip production.</p><p>The above news means that Samsung will change its position of always producing as planned. In October 2022, Samsung executives stated that they would stick to the production plan and promote chip manufacturing technology at the same time, so as to tide over the industry difficulties of oversupply and widen the technological gap with competitors.</p><p>But news on Monday said that Samsung is now considering following competitors in cutting capital expenditures and production to support falling chip prices and ease oversupply as the industry slowdown may exceed expectations.</p><p>One day after the above news came out, this Tuesday, Samsung will release its financial report for the fourth quarter of 2022. Samsung's fourth-quarter guidance released earlier this month showed that operating profit for the quarter is expected to drop from 13.87 trillion won in the same period in 2021 to 4.3 trillion won, a year-on-year decrease of nearly 69%, a decrease of more than two-thirds, and sales fell by about 9% year-on-year. 9% to 70 trillion won.</p><p>At that time, the media estimated that this guidance meant that Samsung's fourth-quarter profit could hit at least an eight-year low as the global economic downturn hit Samsung's core business chip production and consumer technology products.</p><p>On Monday, the media pointed out that due to business diversification, Samsung may be the only major memory chip manufacturer that has not been severely damaged, but Samsung's semiconductor business is also facing the prospect of losses. Samsung has so far rarely evaluated the near-term prospects of the memory chip industry. Although Samsung doesn't express much position, the entire industry is already experiencing an unprecedented crisis.</p><p>According to the media, Samsung and its rivals are losing money for every chip they produce, and their combined operating loss is expected to reach a record $5 billion this year. At the same time, inventory levels, a key indicator of demand for memory chips, have more than tripled to record highs, equivalent to three to four months of supply.</p><p>To make matters worse, the industry predicts that the plunge in chip prices will continue into the first half of this year. For chip manufacturers that are already cutting investment and laying off employees, this is undoubtedly worse.</p><p>Some industry analysts predict that in the first quarter of this year, after the price plummeted by more than 20% in the fourth quarter of last year compared with the third quarter, the average price of memory chips used in smartphones, personal computers (PCs) and televisions will all fall by double digits.</p><p>Before Samsung released its financial report, many major chip manufacturers-the United States<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>, South Korea's Hynix, and Japan's Kioxia have all announced plans to either cut investment aimed at expanding production capacity or cut production to avoid exacerbating oversupply. In December, Micron Technology said that in addition to cutting production, it would also cut budgets for new factories and equipment.</p><p>Greg Roh, head of technology research at South Korean brokerage HMC Investment & Securities, said that it is not normal for chip equipment companies to see sales plummet of about 30% to 50%.</p><p>Citigroup's global market research report believes that the possibility of Samsung adjusting chip supply by drastically cutting investment is increasing, as memory chip prices have fallen more than expected, and Samsung's profitability may be pushed below the \"break-even point.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3680770\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca9834d2f9d948cb03c8f5144959c624","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4533":"AQR资本管理(全球第二大对冲基金)","MU":"美光科技","PC":"Premium Catering (Holdings) Ltd.","BK4527":"明星科技股","BK4512":"苹果概念","BK4575":"芯片概念","BK4553":"喜马拉雅资本持仓","BK4566":"资本集团","BK4579":"人工智能","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"https://wallstreetcn.com/articles/3680770","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307739544","content_text":"媒体指出，三星及其对手每生产一块存储芯片都在亏损，预计今年合计营业亏损将达到创纪录的50亿美元，同时，体现需求的指标库存水平已增长两倍多，达到创纪录高位。因为供过于求、客户砍单、芯片价格暴跌，1600亿美元规模的存储芯片行业正在遭遇历史性的崩溃，即使是业内巨头三星也难以独善其身。当地时间本周一，韩国媒体消息称，因2023年第一季度可能录得巨额营业亏损，全球最大的芯片、智能手机和显示屏生产商三星电子正考虑削减DRAM和NAND芯片产量。以上消息意味着三星将改变一贯按计划生产的立场。2022年10月，三星的高管曾表示将坚持生产计划不变，同时推进芯片制造技术，以此渡过供应过剩的行业难关，并拉大与竞争对手的技术差距。但本周一的消息称，由于行业放缓程度可能超出预期，三星目前考虑效仿竞争对手削减资本支出和产量，以此支撑不断下跌的芯片价格，并缓解供应过剩。传出以上消息一天后，本周二，三星就将发布2022年第四季度的财报。本月初三星公布的四季度指引显示，当季营业利润料将从2021年同期的13.87万亿韩元降至4.3万亿韩元，同比下降近69%，降幅超过三分之二，销售额同比下降约9%至70万亿韩元。当时媒体估算，这一指引意味着，由于全球经济下滑打击三星的核心业务芯片生产和消费类科技产品，三星四季度的盈利可能至少创八年来新低。本周一媒体指出，因为业务多元化，三星可能是相对而言唯一没有元气大伤的存储芯片大厂，但三星的半导体业务也面临亏损的前景。三星迄今为止很少评价存储芯片业的近期前景。尽管三星不怎么表态，但整个行业已经在经历史无前例的危机。媒体称，三星及其对手每生产一块芯片都在亏损，预计今年他们的合计营业亏损将达到创纪录的50亿美元。同时，体现存储芯片需求的关键指标——库存水平已经增长两倍多，达到创纪录的高位，相当于三到四个月的供应量。更为糟糕的是，业内预测，芯片价格暴跌将持续到今年上半年。对已经要削减投资和裁员的芯片厂商来说，这无疑是雪上加霜。一些行业分析师预计，继去年第四季度环比三季度价格暴跌超过20%之后，今年第一季度，用于智能手机和个人电脑（PC）及电视这两大类日常电子产品的存储芯片均价还将都有两位数大跌。在三星发布财报前，多家芯片大厂——美国的美光科技、西部数据、韩国的海力士、日本的铠侠都公布计划，要么削减旨在扩大产能的投资，要么减产，避免加剧供应过剩。12月美光科技称，除了减产，还要削减新工厂和设备的预算。韩国券商HMC Investment & Securities的科技研究主管Greg Roh称，芯片设备公司的销售额将锐减约30%到50%，这不是正常的形势。花旗全球市场的研究报告认为，三星通过大幅削减投资来调整芯片供应的可能性正在增加，因为内存芯片价格超预期下跌降，三星的盈利能力可能被压低至“盈亏平衡点”以下。","news_type":1,"symbols_score_info":{"MU":0.67,"PC":1}},"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955902450,"gmtCreate":1675124939770,"gmtModify":1676538976964,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955902450","repostId":"1108048333","repostType":4,"repost":{"id":"1108048333","kind":"news","pubTimestamp":1675120543,"share":"https://ttm.financial/m/news/1108048333?lang=en_US&edition=fundamental","pubTime":"2023-01-31 07:15","market":"hk","language":"zh","title":"Ming-Chi Kuo: Foldable iPad may come out next year, Apple may not release new products this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1108048333","media":"华尔街见闻","summary":"摘要：苹果“预言帝”郭明錤发推称，可折叠iPad将配备碳纤维材质的支撑架，苏州安洁科技将因此受益。他对2023年iPad出货量持保守态度，乐观看待2024年可折叠iPad前景，认为将有利于出货。1月3","content":"<p><html><head></head><body>Abstract: Apple's \"Prophecy Emperor\" Ming-Chi Kuo tweeted that the foldable iPad will be equipped with a carbon fiber support frame, and Suzhou Anjie Technology will benefit from it. He is conservative about iPad shipments in 2023, and is optimistic about the prospect of foldable iPads in 2024, believing that it will be conducive to shipments. On Monday, January 30, Apple's \"Prophecy Emperor\" and senior technology industry analyst Ming-Chi Kuo of Tianfeng International tweeted that in the next 9 to 12 months, Apple may not release new iPad products because it may release foldable iPad in 2024. iPad.</p><p>Ming-Chi Kuo's tweet reads:</p><p>\"Anjie Technology is a new beneficiary of the foldable newly designed iPad. The new iPad Mini is more likely to be mass-produced in the first quarter of 2024. Therefore, in the next 9 to 12 months, there may be no new iPad releases. For 2023 Annual iPad shipments are conservative, with shipments expected to fall by 10% to 15% year-on-year in 2022. However, I am optimistic about the foldable iPad in 2024, expecting this new model to benefit shipments and improve the product mix. \" Ming-Chi Kuo also said that according to his latest survey, the foldable iPad will be equipped with a carbon fiber support frame, which can make the support frame lighter and more durable. Anjie Technology, a Suzhou company listed on Shenzhen Stock Exchange, is the polishing and laminating supplier of this support frame. The company is expected to continue to benefit from the new trend of foldable iPad equipment support frame in the future.</p><p><img src=\"https://static.tigerbbs.com/eefa0399cf85308bfd35d18f9f159170\" tg-width=\"549\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to the media, Ming-Chi Kuo's forecast is consistent with the October 2022 report of the analysis company CCS Insight. The report predicts that Apple will launch a foldable iPad before launching a foldable iPhone.</p><p>In 2021, Ming-Chi Kuo predicted that a foldable iPhone would be launched in 2024, and now he predicts that a foldable iPad would be launched in 2024.</p><p>Previously, display industry analyst Ross Yong predicted that Apple was testing a foldable iPad display of about 20 inches. However, Yong expects that the foldable iPad will not be available until 2026 or 2027.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ming-Chi Kuo: Foldable iPad may come out next year, Apple may not release new products this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMing-Chi Kuo: Foldable iPad may come out next year, Apple may not release new products this year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-01-31 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Apple's \"Prophecy Emperor\" Ming-Chi Kuo tweeted that the foldable iPad will be equipped with a carbon fiber support frame, and Suzhou Anjie Technology will benefit from it. He is conservative about iPad shipments in 2023, and is optimistic about the prospect of foldable iPads in 2024, believing that it will be conducive to shipments. On Monday, January 30, Apple's \"Prophecy Emperor\" and senior technology industry analyst Ming-Chi Kuo of Tianfeng International tweeted that in the next 9 to 12 months, Apple may not release new iPad products because it may release foldable iPad in 2024. iPad.</p><p>Ming-Chi Kuo's tweet reads:</p><p>\"Anjie Technology is a new beneficiary of the foldable newly designed iPad. The new iPad Mini is more likely to be mass-produced in the first quarter of 2024. Therefore, in the next 9 to 12 months, there may be no new iPad releases. For 2023 Annual iPad shipments are conservative, with shipments expected to fall by 10% to 15% year-on-year in 2022. However, I am optimistic about the foldable iPad in 2024, expecting this new model to benefit shipments and improve the product mix. \" Ming-Chi Kuo also said that according to his latest survey, the foldable iPad will be equipped with a carbon fiber support frame, which can make the support frame lighter and more durable. Anjie Technology, a Suzhou company listed on Shenzhen Stock Exchange, is the polishing and laminating supplier of this support frame. The company is expected to continue to benefit from the new trend of foldable iPad equipment support frame in the future.</p><p><img src=\"https://static.tigerbbs.com/eefa0399cf85308bfd35d18f9f159170\" tg-width=\"549\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to the media, Ming-Chi Kuo's forecast is consistent with the October 2022 report of the analysis company CCS Insight. The report predicts that Apple will launch a foldable iPad before launching a foldable iPhone.</p><p>In 2021, Ming-Chi Kuo predicted that a foldable iPhone would be launched in 2024, and now he predicts that a foldable iPad would be launched in 2024.</p><p>Previously, display industry analyst Ross Yong predicted that Apple was testing a foldable iPad display of about 20 inches. However, Yong expects that the foldable iPad will not be available until 2026 or 2027.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3680773\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f6b796b15f4d1feb01fe3864464b37","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3680773","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108048333","content_text":"摘要：苹果“预言帝”郭明錤发推称，可折叠iPad将配备碳纤维材质的支撑架，苏州安洁科技将因此受益。他对2023年iPad出货量持保守态度，乐观看待2024年可折叠iPad前景，认为将有利于出货。1月30日周一，苹果“预言帝” 、天风国际的资深科技业分析师郭明錤发推称，未来9到12个月，苹果公司可能不会发布iPad的新品，因为2024年可能发布可折叠的iPad。郭明錤的推文写道：“安洁科技是可折叠全新设计iPad的新受益者。新款iPad Mini较有可能2024年第一季度量产，因此，未来9到12个月，可能不会有iPad的新品发布。对2023年iPad出货量持保守态度，预计出货将同比2022年下降10%到15%。不过，我对2024年的可折叠iPad持乐观态度，预计这款新机型将有利于出货量，并改善产品结构。”郭明錤还称，根据他的最新调查，可折叠iPad将配备碳纤维材质的支撑架，这种材质可以让支撑架更轻、更耐用。深交所上市的苏州公司安洁科技是这种支撑架的抛光与贴合供应商，该公司未来有望持续受益于可折叠iPad装备支撑架的新趋势。媒体称，郭明錤的预测与分析公司CCS Insight 2022年10月的报告一致。该报告预计，在推出可折叠iPhone之前，苹果将先推出可折叠的iPad。2021年，郭明錤曾预测2024年将推出可折叠的iPhone，现在他又预测将在2024年推出可折叠的iPad。此前，显示屏行业分析师Ross Yong预称，苹果在测试大概20英寸的可折叠iPad显示屏。不过，Yong预计，可折叠的iPad要到2026年或者2027年才会问世。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955902234,"gmtCreate":1675124924828,"gmtModify":1676538976956,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955902234","repostId":"2307173954","repostType":4,"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955902626,"gmtCreate":1675124912965,"gmtModify":1676538976956,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955902626","repostId":"2307735792","repostType":4,"repost":{"id":"2307735792","kind":"highlight","pubTimestamp":1675121232,"share":"https://ttm.financial/m/news/2307735792?lang=en_US&edition=fundamental","pubTime":"2023-01-31 07:27","market":"us","language":"zh","title":"Financial report warning! The total pre-loss of the three major airlines exceeds 100 billion, and the former pig giants lost money","url":"https://stock-news.laohu8.com/highlight/detail?id=2307735792","media":"华尔街见闻","summary":"据媒体统计，截至1月30日22点，A股共有2055家上市公司对外披露2022年年度业绩预告，913家预喜，预喜比例为44.43%。438家公司预计2022年亏损过亿元，80家预计超过10亿元，中国国航、中国东航、南方航空等公司预计净利润亏损下限超过300亿元。","content":"<p><html><head></head><body>According to media statistics, as of 22:00 on January 30, a total of 2,055 A-share listed companies have disclosed their 2022 annual performance forecasts, and 913 companies have pre-happy news, with a pre-happy ratio of 44.43%. 438 companies are expected to lose over 100 million yuan in 2022, and 80 companies are expected to lose more than 1 billion yuan.<a href=\"https://laohu8.com/S/601111\">Air China</a>、<a href=\"https://laohu8.com/S/600115\">China Eastern Airlines</a>、<a href=\"https://laohu8.com/S/ZNH\">Southern Airlines</a>Companies expect the lower limit of net profit loss to exceed 30 billion yuan. On the evening of January 30, the A-share 2022 annual performance forecast disclosure ended.</p><p>According to statistics from China Securities Journal, as of 22:00 on January 30, a total of 2,055 A-share listed companies have disclosed their 2022 annual performance forecasts, and 913 companies have pre-happy news, with a pre-happy ratio of 44.43%. 438 companies are expected to lose over 100 million yuan in 2022, and 80 companies are expected to lose more than 1 billion yuan.<a href=\"https://laohu8.com/S/601111\">Air China</a>、<a href=\"https://laohu8.com/S/600115\">China Eastern Airlines</a>、<a href=\"https://laohu8.com/S/ZNH\">Southern Airlines</a>Companies expect the lower limit of net profit loss to exceed 30 billion yuan. Due to the impact of the epidemic and other factors in the industry, the decline in product demand has led to poor prosperity, which is a major reason for the huge losses in the performance of listed civil aviation companies.</p><p><h2>Civil aviation suffers big losses in 2022</h2>On the evening of Monday, January 30, major airlines successively released 2022 performance forecasts. The three major airlines, Air China, China Eastern Airlines and China Southern Airlines, have a total expected loss of more than 100 billion yuan in 2022, and the scale of losses has increased significantly compared with 2021. Other smaller listed airlines are also basically at a loss.</p><p>Wherein,<a href=\"https://laohu8.com/S/00753\">Air China</a>It is estimated that the net loss in 2022 will be about 37 billion to 39.5 billion yuan; China Eastern Airlines expects a net loss of 36 billion to 39 billion yuan in 2022;<a href=\"https://laohu8.com/S/600029\">Southern Airlines</a>It is estimated that the net loss in 2022 will be 30.3 billion to 33.2 billion yuan. Taken together, the losses of the three major airlines in 2022 will reach 103.3 billion to 111.7 billion yuan.</p><p>In addition to the top three major airlines, other airlines will also face huge losses in 2022.</p><p>Among them, those who took off their hats last year<a href=\"https://laohu8.com/S/600221\">HNA Holdings</a>It is also expected to record a large loss, with an expected loss of 18.5 billion to 22 billion yuan in 2022; Regional airlines<a href=\"https://laohu8.com/S/603885\">Juneyao Airlines</a>It is estimated that the net loss in 2022 will be 3.57 billion to 4.23 billion yuan; Low-cost airline<a href=\"https://laohu8.com/S/601021\">Spring Airlines</a>Last year's loss is expected to be 2.35 billion to 2.6 billion yuan; Regional airline<a href=\"https://laohu8.com/S/002928\">China Airlines</a>It is estimated that the net profit loss last year is 1.7 billion yuan to 1.98 billion yuan.</p><p>The National Civil Aviation Work Conference at the beginning of the year revealed that the industry-wide loss will reach 216 billion yuan in 2022.</p><p><h2>Declining demand, high oil prices, and exchange rate disturbances contribute to losses in civil aviation performance</h2>The latest performance forecast shows that the reasons for the performance losses in the first three quarters of last year are roughly the same. Declining demand, high oil prices and RMB depreciation are still the main reasons for the annual losses of listed airlines.</p><p><a href=\"https://laohu8.com/S/00753\">Air China</a>Weighing:</p><p>In 2022, due to the continued impact of COVID-19 pandemic, passenger travel demand will be at a low level. The company's main base markets have been repeatedly impacted by the epidemic, especially the transportation capacity investment and total turnover in the Beijing market have dropped to the lowest level since the epidemic. At the same time, due to multiple unfavorable factors such as high oil prices and exchange rate fluctuations, it is further difficult for the company to improve its operations, and investment enterprises related to its main business have also been seriously affected.<a href=\"https://laohu8.com/S/600029\">Southern Airlines</a>He said that during the period, the domestic civil aviation industry was affected by multiple shocks such as repeated epidemics, high oil prices, and RMB depreciation, and the industry situation was severe and complicated. In 2022, the company's transportation capacity investment (available seat kilometers) and revenue passenger kilometers will decrease by approximately 28.1% and 33.0% year-on-year respectively, and by approximately 55.3% and 64.2% respectively compared with 2019.</p><p><a href=\"https://laohu8.com/S/601021\">Spring Airlines</a>He said that the depth and sustainability of COVID-19 pandemic's impact on the civil aviation industry in 2022 exceeded expectations. Starting from the second quarter of 2022, the frequency of domestic local epidemics has increased significantly. As the main base of Spring Airlines, Shanghai faced a long-term epidemic control in the second quarter. The severity and duration of the outbreak were unprecedented, which dealt a major blow to the development of the company's main air transportation business.</p><p>Last year, China's civil aviation industry fell into a period of sustained downturn. The total turnover of civil aviation transportation was 59.93 billion ton-kilometers, 46.3% of the same period in 2019 before the epidemic, and the passenger transportation volume was 250 million, 38.1% of the same period in 2019.</p><p>Travel demand remains low, and exchange rate fluctuations and rising fuel prices have further increased the operating costs of airlines. All airlines stated in their announcements that exchange rate fluctuations and rising oil prices further increased the company's losses.</p><p>Fuel is an important cost for airlines. In 2021, the cost of jet fuel for the three major airlines will all be around 25%. Since jet fuel is directly related to international oil prices, oil prices have a greater impact on airline costs. Take domestic crude oil spot prices as an example. Since the second half of 2020, oil prices have shown a volatile upward trend, and will remain at a high level throughout 2022, and the cost of aviation fuel for airlines will increase significantly.</p><p><h2>Civil Aviation Strives for Breakeven in 2023</h2>For 2023, the Civil Aviation Administration has set the goal of striving to achieve breakeven.</p><p>With the further optimization of epidemic prevention measures and the stable and improving macroeconomic situation, the civil aviation transportation market has entered a bottom out, and the flight volume has shown a significant recovery trend. Judging from the operating data of listed airlines in December last year, the main operating indicators of major airlines have rebounded month-on-month, especially the domestic routes that had experienced severe decline before, which have stopped falling and rebounded.</p><p>Flight steward data shows that in the first half of the Spring Festival travel rush in 2023 (January 7 to 27), civil aviation nationwide carried out 237,000 passenger flights, with an average of 11,297 flights per day, recovering to 76.3% of the same period in 2019 (domestic recovery to 90.3%).</p><p>In addition, Spring Airlines believes that with the lifting of the \"Five Ones\", one country, one policy, and entry and exit control measures such as nucleic acid testing and centralized isolation for all employees after entry, the acceptance and approval of Chinese citizens' applications for ordinary passports due to overseas travel and visiting friends will be resumed. With the application for entry and exit documents, the supply and demand of the international aviation market will be released simultaneously. In the future, it is expected that international air transport production will maintain a steady recovery trend.</p><p>A number of brokerage institutions have also recently expressed their optimism about the post-epidemic recovery of civil aviation, such as<a href=\"https://laohu8.com/S/600109\">Sinolink Securities</a>He said that the slowdown in the growth rate of airline capacity in the next two years is relatively certain. As demand picks up, the gap between supply and demand will appear, and the performance of airlines with market-oriented fares will rebound sharply. With the optimization of prevention and control measures and the accelerated recovery of flight volume, the elasticity of aviation profitability will be released. The recent decline in oil prices and the appreciation of the RMB exchange rate will also contribute to the recovery of performance.</p><p><h2>Former leading pig company<a href=\"https://laohu8.com/S/002157\">Zhengbang Technology</a>Loss exceeded 10 billion last year</h2>Also released performance forecasts on January 30 were former leading pig companies<a href=\"https://laohu8.com/S/002157\">Zhengbang Technology</a>。 In 2022, Zhengbang Technology's net loss is expected to be 11 billion to 13 billion yuan, compared with a loss of 18.82 billion yuan in the same period last year. The net loss after deducting non-recurring gains and losses was 9.5 billion yuan to 11.5 billion yuan, compared with a loss of 18 billion yuan in the same period last year.</p><p>In 2022, Zhengbang Technology expects basic earnings per share to be a loss of 3.5106 yuan to 4.1489 yuan. The loss per share in the same period last year was 6.006 yuan.</p><p>Regarding the reasons for the change in performance, Zhengbang Technology said that during the reporting period, the company's pig breeding segment sold 8.4465 million live pigs, with a sales revenue of 8.954 billion yuan and a single sales price of 1,060 yuan. The sales scale and sales price decreased compared with the previous year, mainly due to the decline in domestic pig market prices and the company's overall capital and slaughter strategy. Among them, 3.4788 million piglets were sold, the sales price of a single head was about 490 yuan, the sales revenue was 1.705 billion yuan, and the gross profit loss was about 500 million yuan. The gross profit was mainly due to the impact of the company's withdrawal and elimination of pregnant sows during the reporting period and the company's lack of funds. Subsequent fattening, piglet pressing, resulting in a high piglet mortality rate. The sales of commercial pigs were 4.9677 million, with a sales revenue of 7.249 billion yuan, an average weight of about 96 kilograms, a sales price of about 15 yuan/kg, and a gross profit loss of about 4 billion yuan. Mainly during the reporting period, the company's financial pressure was huge. In order to quickly withdraw funds, the average weight of fat pigs was seriously low due to the early slaughter, resulting in poor feeding performance such as feed-to-meat ratio and survival rate in the fattening stage.</p><p>However, the leading pig companies<a href=\"https://laohu8.com/S/002714\">Muyuan shares</a>The 2022 annual performance forecast released stated that in 2022,<a href=\"https://laohu8.com/S/002714\">Muyuan shares</a>The operating income is expected to be 122 billion to 127 billion yuan, compared with 78.890 billion yuan in the same period last year. Net profit is expected to be 13.5 billion to 15.5 billion yuan, compared with a profit of 7.639 billion yuan in the same period last year. The net profit attributable to shareholders of listed companies is expected to be 12 billion to 14 billion yuan, an increase of 73.82% to 102.79% over the same period last year, and a profit of 6.904 billion yuan in the same period last year. It is estimated that the net profit after deducting non-recurring gains and losses will be 13 billion to 15 billion yuan, an increase of 73.12% to 99.76% over the same period last year, and a profit of 7.509 billion yuan in the same period last year.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Financial report warning! The total pre-loss of the three major airlines exceeds 100 billion, and the former pig giants lost money</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFinancial report warning! The total pre-loss of the three major airlines exceeds 100 billion, and the former pig giants lost money\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-01-31 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to media statistics, as of 22:00 on January 30, a total of 2,055 A-share listed companies have disclosed their 2022 annual performance forecasts, and 913 companies have pre-happy news, with a pre-happy ratio of 44.43%. 438 companies are expected to lose over 100 million yuan in 2022, and 80 companies are expected to lose more than 1 billion yuan.<a href=\"https://laohu8.com/S/601111\">Air China</a>、<a href=\"https://laohu8.com/S/600115\">China Eastern Airlines</a>、<a href=\"https://laohu8.com/S/ZNH\">Southern Airlines</a>Companies expect the lower limit of net profit loss to exceed 30 billion yuan. On the evening of January 30, the A-share 2022 annual performance forecast disclosure ended.</p><p>According to statistics from China Securities Journal, as of 22:00 on January 30, a total of 2,055 A-share listed companies have disclosed their 2022 annual performance forecasts, and 913 companies have pre-happy news, with a pre-happy ratio of 44.43%. 438 companies are expected to lose over 100 million yuan in 2022, and 80 companies are expected to lose more than 1 billion yuan.<a href=\"https://laohu8.com/S/601111\">Air China</a>、<a href=\"https://laohu8.com/S/600115\">China Eastern Airlines</a>、<a href=\"https://laohu8.com/S/ZNH\">Southern Airlines</a>Companies expect the lower limit of net profit loss to exceed 30 billion yuan. Due to the impact of the epidemic and other factors in the industry, the decline in product demand has led to poor prosperity, which is a major reason for the huge losses in the performance of listed civil aviation companies.</p><p><h2>Civil aviation suffers big losses in 2022</h2>On the evening of Monday, January 30, major airlines successively released 2022 performance forecasts. The three major airlines, Air China, China Eastern Airlines and China Southern Airlines, have a total expected loss of more than 100 billion yuan in 2022, and the scale of losses has increased significantly compared with 2021. Other smaller listed airlines are also basically at a loss.</p><p>Wherein,<a href=\"https://laohu8.com/S/00753\">Air China</a>It is estimated that the net loss in 2022 will be about 37 billion to 39.5 billion yuan; China Eastern Airlines expects a net loss of 36 billion to 39 billion yuan in 2022;<a href=\"https://laohu8.com/S/600029\">Southern Airlines</a>It is estimated that the net loss in 2022 will be 30.3 billion to 33.2 billion yuan. Taken together, the losses of the three major airlines in 2022 will reach 103.3 billion to 111.7 billion yuan.</p><p>In addition to the top three major airlines, other airlines will also face huge losses in 2022.</p><p>Among them, those who took off their hats last year<a href=\"https://laohu8.com/S/600221\">HNA Holdings</a>It is also expected to record a large loss, with an expected loss of 18.5 billion to 22 billion yuan in 2022; Regional airlines<a href=\"https://laohu8.com/S/603885\">Juneyao Airlines</a>It is estimated that the net loss in 2022 will be 3.57 billion to 4.23 billion yuan; Low-cost airline<a href=\"https://laohu8.com/S/601021\">Spring Airlines</a>Last year's loss is expected to be 2.35 billion to 2.6 billion yuan; Regional airline<a href=\"https://laohu8.com/S/002928\">China Airlines</a>It is estimated that the net profit loss last year is 1.7 billion yuan to 1.98 billion yuan.</p><p>The National Civil Aviation Work Conference at the beginning of the year revealed that the industry-wide loss will reach 216 billion yuan in 2022.</p><p><h2>Declining demand, high oil prices, and exchange rate disturbances contribute to losses in civil aviation performance</h2>The latest performance forecast shows that the reasons for the performance losses in the first three quarters of last year are roughly the same. Declining demand, high oil prices and RMB depreciation are still the main reasons for the annual losses of listed airlines.</p><p><a href=\"https://laohu8.com/S/00753\">Air China</a>Weighing:</p><p>In 2022, due to the continued impact of COVID-19 pandemic, passenger travel demand will be at a low level. The company's main base markets have been repeatedly impacted by the epidemic, especially the transportation capacity investment and total turnover in the Beijing market have dropped to the lowest level since the epidemic. At the same time, due to multiple unfavorable factors such as high oil prices and exchange rate fluctuations, it is further difficult for the company to improve its operations, and investment enterprises related to its main business have also been seriously affected.<a href=\"https://laohu8.com/S/600029\">Southern Airlines</a>He said that during the period, the domestic civil aviation industry was affected by multiple shocks such as repeated epidemics, high oil prices, and RMB depreciation, and the industry situation was severe and complicated. In 2022, the company's transportation capacity investment (available seat kilometers) and revenue passenger kilometers will decrease by approximately 28.1% and 33.0% year-on-year respectively, and by approximately 55.3% and 64.2% respectively compared with 2019.</p><p><a href=\"https://laohu8.com/S/601021\">Spring Airlines</a>He said that the depth and sustainability of COVID-19 pandemic's impact on the civil aviation industry in 2022 exceeded expectations. Starting from the second quarter of 2022, the frequency of domestic local epidemics has increased significantly. As the main base of Spring Airlines, Shanghai faced a long-term epidemic control in the second quarter. The severity and duration of the outbreak were unprecedented, which dealt a major blow to the development of the company's main air transportation business.</p><p>Last year, China's civil aviation industry fell into a period of sustained downturn. The total turnover of civil aviation transportation was 59.93 billion ton-kilometers, 46.3% of the same period in 2019 before the epidemic, and the passenger transportation volume was 250 million, 38.1% of the same period in 2019.</p><p>Travel demand remains low, and exchange rate fluctuations and rising fuel prices have further increased the operating costs of airlines. All airlines stated in their announcements that exchange rate fluctuations and rising oil prices further increased the company's losses.</p><p>Fuel is an important cost for airlines. In 2021, the cost of jet fuel for the three major airlines will all be around 25%. Since jet fuel is directly related to international oil prices, oil prices have a greater impact on airline costs. Take domestic crude oil spot prices as an example. Since the second half of 2020, oil prices have shown a volatile upward trend, and will remain at a high level throughout 2022, and the cost of aviation fuel for airlines will increase significantly.</p><p><h2>Civil Aviation Strives for Breakeven in 2023</h2>For 2023, the Civil Aviation Administration has set the goal of striving to achieve breakeven.</p><p>With the further optimization of epidemic prevention measures and the stable and improving macroeconomic situation, the civil aviation transportation market has entered a bottom out, and the flight volume has shown a significant recovery trend. Judging from the operating data of listed airlines in December last year, the main operating indicators of major airlines have rebounded month-on-month, especially the domestic routes that had experienced severe decline before, which have stopped falling and rebounded.</p><p>Flight steward data shows that in the first half of the Spring Festival travel rush in 2023 (January 7 to 27), civil aviation nationwide carried out 237,000 passenger flights, with an average of 11,297 flights per day, recovering to 76.3% of the same period in 2019 (domestic recovery to 90.3%).</p><p>In addition, Spring Airlines believes that with the lifting of the \"Five Ones\", one country, one policy, and entry and exit control measures such as nucleic acid testing and centralized isolation for all employees after entry, the acceptance and approval of Chinese citizens' applications for ordinary passports due to overseas travel and visiting friends will be resumed. With the application for entry and exit documents, the supply and demand of the international aviation market will be released simultaneously. In the future, it is expected that international air transport production will maintain a steady recovery trend.</p><p>A number of brokerage institutions have also recently expressed their optimism about the post-epidemic recovery of civil aviation, such as<a href=\"https://laohu8.com/S/600109\">Sinolink Securities</a>He said that the slowdown in the growth rate of airline capacity in the next two years is relatively certain. As demand picks up, the gap between supply and demand will appear, and the performance of airlines with market-oriented fares will rebound sharply. With the optimization of prevention and control measures and the accelerated recovery of flight volume, the elasticity of aviation profitability will be released. The recent decline in oil prices and the appreciation of the RMB exchange rate will also contribute to the recovery of performance.</p><p><h2>Former leading pig company<a href=\"https://laohu8.com/S/002157\">Zhengbang Technology</a>Loss exceeded 10 billion last year</h2>Also released performance forecasts on January 30 were former leading pig companies<a href=\"https://laohu8.com/S/002157\">Zhengbang Technology</a>。 In 2022, Zhengbang Technology's net loss is expected to be 11 billion to 13 billion yuan, compared with a loss of 18.82 billion yuan in the same period last year. The net loss after deducting non-recurring gains and losses was 9.5 billion yuan to 11.5 billion yuan, compared with a loss of 18 billion yuan in the same period last year.</p><p>In 2022, Zhengbang Technology expects basic earnings per share to be a loss of 3.5106 yuan to 4.1489 yuan. The loss per share in the same period last year was 6.006 yuan.</p><p>Regarding the reasons for the change in performance, Zhengbang Technology said that during the reporting period, the company's pig breeding segment sold 8.4465 million live pigs, with a sales revenue of 8.954 billion yuan and a single sales price of 1,060 yuan. The sales scale and sales price decreased compared with the previous year, mainly due to the decline in domestic pig market prices and the company's overall capital and slaughter strategy. Among them, 3.4788 million piglets were sold, the sales price of a single head was about 490 yuan, the sales revenue was 1.705 billion yuan, and the gross profit loss was about 500 million yuan. The gross profit was mainly due to the impact of the company's withdrawal and elimination of pregnant sows during the reporting period and the company's lack of funds. Subsequent fattening, piglet pressing, resulting in a high piglet mortality rate. The sales of commercial pigs were 4.9677 million, with a sales revenue of 7.249 billion yuan, an average weight of about 96 kilograms, a sales price of about 15 yuan/kg, and a gross profit loss of about 4 billion yuan. Mainly during the reporting period, the company's financial pressure was huge. In order to quickly withdraw funds, the average weight of fat pigs was seriously low due to the early slaughter, resulting in poor feeding performance such as feed-to-meat ratio and survival rate in the fattening stage.</p><p>However, the leading pig companies<a href=\"https://laohu8.com/S/002714\">Muyuan shares</a>The 2022 annual performance forecast released stated that in 2022,<a href=\"https://laohu8.com/S/002714\">Muyuan shares</a>The operating income is expected to be 122 billion to 127 billion yuan, compared with 78.890 billion yuan in the same period last year. Net profit is expected to be 13.5 billion to 15.5 billion yuan, compared with a profit of 7.639 billion yuan in the same period last year. The net profit attributable to shareholders of listed companies is expected to be 12 billion to 14 billion yuan, an increase of 73.82% to 102.79% over the same period last year, and a profit of 6.904 billion yuan in the same period last year. It is estimated that the net profit after deducting non-recurring gains and losses will be 13 billion to 15 billion yuan, an increase of 73.12% to 99.76% over the same period last year, and a profit of 7.509 billion yuan in the same period last year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3680768\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/77afa5115522b597fb0c77d30ce3148c","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3680768","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307735792","content_text":"据媒体统计，截至1月30日22点，A股共有2055家上市公司对外披露2022年年度业绩预告，913家预喜，预喜比例为44.43%。438家公司预计2022年亏损过亿元，80家预计超过10亿元，中国国航、中国东航、南方航空等公司预计净利润亏损下限超过300亿元。1月30日晚，A股2022年年度业绩预告披露收官。据中国证券报统计，截至1月30日22点，A股共有2055家上市公司对外披露2022年年度业绩预告，913家预喜，预喜比例为44.43%。438家公司预计2022年亏损过亿元，80家预计超过10亿元，中国国航、中国东航、南方航空等公司预计净利润亏损下限超过300亿元。因所在行业受疫情等因素影响，产品需求下降导致景气度欠佳，是民航上市公司业绩巨亏的一大原因。民航2022年出现大幅亏损1月30日周一晚间，各大航空公司陆续发布2022年业绩预告。国航、东航和南航三大航空公司2022年全年合计预亏超千亿元，亏损规模较2021年有明显提升，其他规模较小的上市航空公司也基本上处于亏损状态。其中，中国国航预计2022年净亏损约370亿元至395亿元；中国东航预计2022年净亏损360亿元至390亿元；南方航空预计2022年净亏损303亿元至332亿元。合计来看，三大航2022年亏损将达到1033亿元至1117亿元。除了头部的三大航，其他航空公司再2022年同样面临巨额亏损。其中，去年摘帽的海航控股也预计录得较大亏损，2022年预亏185亿元至220亿元；区域性航司吉祥航空预计2022年净亏损35.7亿元至42.3亿元；低成本航司春秋航空预计去年亏损23.5亿元至26亿元；支线航司华夏航空预计去年净利润亏损17亿元至19.8亿元。年初的全国民航工作会议透露，2022年全行业亏损达2160亿元。需求下降、油价高企、汇率扰动促成民航业绩亏损最新业绩预告显示，与去年前三季度业绩亏损原因大致相同，需求下降，油价高企和人民币贬值仍是上市航司全年预亏的主要原因。中国国航称：2022年，受新冠疫情持续影响，旅客出行需求处于低位。公司各主基地市场遭受疫情反复冲击，尤其是在北京市场的运力投入及总周转量降至疫情以来最低。同时，由于油价高企、汇率波动等多重不利因素，公司经营改善的难度进一步加大，主业相关投资企业亦受到严重影响。南方航空表示，期内，国内民航业受疫情反复、油价高企、人民币贬值等多重冲击影响，行业形势严峻复杂。2022年公司运力投入(可利用座公里)和收入客公里同比分别下降约28.1%和33.0%，与2019年相比分别下降约55.3%和64.2%。春秋航空表示，2022年新冠疫情对民航行业影响的深度和持续性超出预期，2022年二季度开始，国内本土疫情发生频次明显增多，上海、兰州、西安、新疆、三亚等地均被疫情所波及，其中，上海作为春秋航空的主基地更是在二季度面临着长时间的疫情管控，爆发的严重程度和持续时间都是空前的，对公司航空运输主营业务的开展造成了重大打击，日航班量和在册日利用率小时均创下开航以来最低。去年，中国民航业陷入持续低谷期，民航运输总周转量599.3亿吨公里，为疫情前2019年同期46.3%，旅客运输量2.5亿人次，为2019年同期38.1%。出行需求维持在低位，汇率波动、燃油价格上涨则进一步拉高了航司的运营成本。各家航空公司均在公告中表示，汇率波动、油价攀升进一步加大公司亏损幅度。燃油是航空公司的重要成本，2021年三大航航油成本均在25%左右。由于航油与国际油价水品直接相关，因此油价对航司成本有较大影响。以国内原油现货价为例。2020年下半年起，油价呈震荡上行之势，2022全年保持在高位运行，航司航油成本大幅提升。2023年民航力争盈亏平衡对于2023年，民航局已经定下了力争实现盈亏平衡的目标。随着防疫措施进一步优化、宏观经济形势稳中向好，民航运输市场已触底反弹，航班量出现明显恢复态势。从上市航司去年12月份的经营数据看，各大航司主要运营指标已经环比出现回升，尤其是此前下滑严重的国内航线，实现止跌回升。航班管家数据显示，2023年春运前半段(1月7日至27日)全国民航执行客运航班23.7万班次，日均11297班次，恢复至2019年同期的76.3%(国内恢复至90.3%)。此外，春秋航空认为，随着解除“五个一”、一国一策以及入境后全员核酸检测和集中隔离等出入境管控措施，恢复受理审批中国公民因出国旅游、访友申请普通护照等出入境证件的办理申请，国际航空市场供需同步释放，未来一段时间，预计国际航空运输生产将保持稳步恢复态势。多家券商机构近期也表达了对民航疫后修复的看好，如国金证券表示，未来两年航司运力增速放缓较为确定，随着需求回暖，供需缺口将显现，叠加票价市场化航司业绩将大幅反弹。伴随防控措施优化，航班量加速回升，航空盈利弹性将释放。近期油价回落，人民币汇率升值，亦有助于业绩恢复。昔日龙头猪企正邦科技去年亏损超百亿1月30日发布业绩预告的还有昔日龙头猪企正邦科技。2022年，正邦科技净亏损预计为亏损110亿元至130亿元，上年同期亏损188.2亿元。扣除非经常性损益后的净亏损95亿元至115亿元，上年同期亏损180亿元。2022年，正邦科技预计基本每股收益为亏损3.5106元至4.1489元。上年同期为每股亏损6.006元。对于业绩变动原因，正邦科技表示，报告期内，公司生猪养殖板块销售生猪844.65万头，销售收入89.54亿元，单头销售价格1060元，销售规模及销售价格较上年均有所下降，主要是受国内生猪市场价格下滑以及公司整体资金及出栏战略影响。其中仔猪销售347.88万头，单头销售价格490元左右，销售收入17.05亿元，毛利亏损在5亿元左右，毛利主要是报告期内公司受撤场淘汰怀孕母猪的影响及公司资金不足影响后续育肥，仔猪压栏导致仔猪死亡率偏高。商品猪销售496.77万头，销售收入72.49亿元，均重96公斤左右， 销售价格15元/公斤左右，毛利亏损在40亿元左右。主要是报告期内，公司资金压力巨大，为快速回笼资金，肥猪提前出栏导致均重严重偏低，导致育肥阶段料肉比、存活率等饲养成绩较差。不过，猪企龙头牧原股份发布的2022年度业绩预告则称，2022年，牧原股份预计营业收入为1220亿元-1270亿元，上年同期为788.90亿元。净利润预计为135亿元-155亿元，上年同期为盈利76.39 亿元。预计归属于上市公司股东的净利润为盈利120亿元-140亿元，比上年同期增长73.82%-102.79%，上年同期为盈利69.04亿元。预计扣除非经常性损益后的净利润为盈利130亿元-150亿元，比上年同期增长73.12%-99.76%，上年同期为盈利75.09亿元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952017517,"gmtCreate":1674259939739,"gmtModify":1676538933954,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952017517","repostId":"2304838669","repostType":4,"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959046563,"gmtCreate":1672872476753,"gmtModify":1676538750105,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959046563","repostId":"1158181722","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959046280,"gmtCreate":1672872465640,"gmtModify":1676538750103,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959046280","repostId":"1146343281","repostType":4,"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950732347,"gmtCreate":1672834297889,"gmtModify":1676538744451,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"[真香]&nbsp;","listText":"[真香]&nbsp;","text":"[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950732347","isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926999539,"gmtCreate":1671436930921,"gmtModify":1676538536148,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926999539","repostId":"2292435328","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926021610,"gmtCreate":1671424321330,"gmtModify":1676538534263,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$","images":[{"img":"https://community-static.tradeup.com/news/b6e69b45fc49f2a8c82e924423d72a81","width":"1125","height":"3899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926021610","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":267124090843424,"gmtCreate":1706225874647,"gmtModify":1706225877609,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/E28.SI\">$福根集团有限公司(E28.SI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/E28.SI\">$福根集团有限公司(E28.SI)$</a>&nbsp;","text":"$福根集团有限公司(E28.SI)$","images":[{"img":"https://community-static.tradeup.com/news/9229c72dd0902c5b9616c4cf106b24c3","width":"762","height":"1481"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/267124090843424","isVote":1,"tweetType":1,"viewCount":2938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912976967,"gmtCreate":1664753680259,"gmtModify":1676537501142,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a>","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a>","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$","images":[{"img":"https://community-static.tradeup.com/news/c36e9d2b0c2d3c92a2589ebd1e2f66f8","width":"960","height":"3962"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912976967","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9063859546,"gmtCreate":1651454402540,"gmtModify":1676534908398,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063859546","repostId":"1135330109","repostType":4,"repost":{"id":"1135330109","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651444678,"share":"https://ttm.financial/m/news/1135330109?lang=en_US&edition=fundamental","pubTime":"2022-05-02 06:37","market":"us","language":"zh","title":"This week's preview | The Federal Reserve's interest rate decision is coming! Pfizer, Uber and other financial reports are released intensively","url":"https://stock-news.laohu8.com/highlight/detail?id=1135330109","media":"老虎资讯综合","summary":"摘要：美联储将于周四公布利率决议；非农、美国Markit制造业PMI等数据将陆续发布；辉瑞、AMD、Lyft、Moderna、Uber、Shopify等公司将公布业绩。本周（5.2-5.5）重磅财经事","content":"<p><html><head></head><body><b>Summary: The Federal Reserve will announce its interest rate decision on Thursday; Nonfarm payrolls, US<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Manufacturing PMI and other data will be released one after another;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>, Lyft, Moderna, Uber, Shopify and others will report results.</b><b>Major financial events this week (5.2-5.5):</b></p><p><b>Economic data:</b>European and American Markit manufacturing PMI in April, U.S. durable goods orders in March, U.S. API and EIA crude oil inventory changes, U.S. ADP employment in April, U.S. initial jobless claims for the week ending April 30 and U.S. non-agricultural payrolls in April. In terms of events, we need to pay attention to the interest rate decisions of the Reserve Bank of Australia, the Federal Reserve and the Bank of England, as well as the speeches of Federal Reserve officials. This week, we also need to pay attention to the closing announcements of major exchanges around the world.</p><p><b>Financial report:</b>Pfizer,<a href=\"https://laohu8.com/S/BIIB\">Biogen</a>, Hilton, AMD, Lyft,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>、<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>Moderna,<a href=\"https://laohu8.com/S/CVS\">CVS Health</a>、<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>、<a href=\"https://laohu8.com/S/EBAY\">eBay</a>Uber,<a href=\"https://laohu8.com/S/MPC\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>, Shopify, Kellogg, Block, Under Armour, Draftkings and others will report results.<img src=\"https://static.tigerbbs.com/450efbd9d37fd63444ca7f1805f3d25e\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/><b>Monday (May 2) Keywords: Markit manufacturing PMI of many countries in the euro zone and the United States in April, market closure announcement</b><img src=\"https://static.tigerbbs.com/8f94f044fd365c865c5a6aff917a5d91\" tg-width=\"1085\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e9f26f8f03fa58998d62f4cbdb7621e8\" tg-width=\"1130\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Due to the negative impact of the Russia-Ukraine conflict on global trade, supply chains and commodity prices, the manufacturing PMI index of major economies was weak in March, but the service PMI index rebounded significantly. As the epidemic continues, the data in April is expected to continue to be unsatisfactory.</p><p><span style=\"color:rgba(240,30,13,1);\"><b>On Monday, the May Day holiday, Hong Kong stocks and A-shares were closed, while U.S. stocks opened normally. Hong Kong stocks began trading on Tuesday.</b></span></p><p><b>Tuesday (May 3) Keywords: Reserve Bank of Australia interest rate decision, U.S. durable goods orders in March</b><img src=\"https://static.tigerbbs.com/02fdb3333c87dae0a4c2a35c406918b9\" tg-width=\"1090\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0e322133d0b193c25a263f3689ee23a8\" tg-width=\"1120\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b2d2ec6f7ab05034d8021f16e3572120\" tg-width=\"1130\" tg-height=\"103\" referrerpolicy=\"no-referrer\"/><b>As for economic data,</b>The United States will announce the monthly rate of factory orders in March; Hong Kong GDP data will be released; The euro zone will announce the monthly PPI rate and unemployment rate.</p><p>On May 3rd, we need to pay attention to the Reserve Bank of Australia's interest rate decision. At present<a href=\"https://laohu8.com/S/CBA.AU\">Australia Commonwealth Bank</a>The Reserve Bank of Australia is expected to wait until June before rate hike. Gareth Aird, head of economic research at the Commonwealth Bank of Australia (CBA), said in a report that Australia's first-quarter CPI data released this week showed that prices generally rose, but it was difficult to rate hike in May. Still, the RBA is expected to maintain its recent guidance, putting pressure on the waiting for the first quarter wage data, which is scheduled for mid-May. The Reserve Bank of Australia is expected to cut its rate hike by 15 basis points to 0.25% in June. (ANZ Bank, National Australia Bank and<a href=\"https://laohu8.com/S/WBC.AU\">Westpac</a>They have all moved into the camp of expecting the Reserve Bank of Australia's May rate hike.</p><p>After four consecutive months of rebound, U.S. durable goods orders fell sharply month-on-month in February, and capital investment shrank severely. On March 24, data from the U.S. Department of Commerce showed that U.S. durable goods orders in February were-2.2% month-on-month, and miss the market expectation's-0.6%, the largest monthly decline since April 2020 and the first decline in nearly five months. Durable goods orders excluding transportation equipment fell 0.6% in February, also falling short of expectations. Orders for non-defense capital durable goods excluding aircraft also dropped significantly, falling 0.3% month-on-month in February and 0.5% in miss the market expectation; January data was revised upward to an increase of 1.3%. The item is also known as a core capital goods order and is often viewed as a measure of U.S. business investment.</p><p><b>In terms of financial reports,</b>Pfizer, Biogen, Hilton, AMD, Lyft, Starbucks, Estee Lauder and more will report results.</p><p><b>Wednesday (May 4) Keywords: U.S. API and EIA crude oil inventory changes for the week ending April 29, U.S. ADP employment numbers in April, the Federal Reserve of New Zealand released financial stability report</b><img src=\"https://static.tigerbbs.com/ced62c3b677a1362529c63f22552ade7\" tg-width=\"1097\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/6eb8ec957d6d94ffdac91cec043ed4bd\" tg-width=\"1094\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/><b>As for economic data,</b>U.S. trade balance, ADP employment numbers, Markit services PMI, and EIA crude oil inventories for the week will be released.</p><p>U.S. API crude oil inventories increased by 4.784 million barrels in the week to April 22. EIA crude oil inventories in the United States increased by 691,000 barrels in the week to April 22, compared with a decrease of 8.02 million barrels in the previous value, expected to be 2 million barrels, and announced 692,000 barrels. As the epidemic continues, the data as of April 29 is expected to continue to increase.</p><p>U.S. ADP employment recorded an increase of 455,000 in March, the smallest increase in employment since August last year. The estimate is an increase of 450,000, compared with an increase of 475,000.</p><p>ADP chief economist Nela Richardson said job growth across industries was broad in March, contributing to the addition of nearly 1.5 million jobs in the first quarter of 2022. Businesses are hiring, particularly among service providers, who have the most places to make up for losses lost early in the pandemic. However, tight labor supply remains a barrier to continued growth in consumer-facing industries.</p><p><b>In terms of financial reports,</b>Moderna, CVS Health, Ferrari, eBay, Uber,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/GOLD\">Barrick Gold</a>The latest financial reports will be announced one after another.</p><p><b>Thursday (May 5) Keywords: Federal Reserve interest rate decision, Bank of England interest rate decision, number of initial jobless claims in the United States for the week ending April 30</b><img src=\"https://static.tigerbbs.com/e98949bff450424df49091907ba19c7e\" tg-width=\"1100\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/23450b5176e7939655c8c6a62792e349\" tg-width=\"1127\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/><b>As for economic data,</b>The Fed's interest rate decision will be announced, and Fed Chairman Powell will hold a monetary policy press conference. In addition, the number of layoffs by challenger companies in the United States in April and the number of initial jobless claims in the United States in the week ending April 30 will be announced, and China will also announce the Caixin service PMI in April.</p><p>According to CME \"Federal Reserve Watch\": The probability of the Fed's 25 basis points in rate hike by May is 2.9%, the probability of rate hike's 50 basis points is 97.1%, and the probability of rate hike's 75 basis points is 0%; By June, the probability of cumulative rate hike of 25 and 50 basis points is 0%, the probability of cumulative rate hike of 75 basis points is 0.5%, the probability of cumulative rate hike of 100 basis points is 19.1%, and the probability of cumulative rate hike of 125 basis points is 80.4%. The probability of cumulative rate hike of 150 basis points is 0%.</p><p>The Bank of England is expected to announce on May 5th that it will hit its fourth consecutive rate hike, and investors should pay attention to further signals of rising borrowing costs. While last month, the Bank of England tempered its talk of further tightening policy, financial markets still expect the Bank to raise interest rates to around 2.25% by the end of the year, three times the current level. Most economists expect a reduction in rate hike.</p><p>The number of initial jobless claims in the United States for the week ending April 23 was 180,000, compared with the previous value of 185,000 and the expected 180,000. The number of people continuing to apply for unemployment benefits in the United States for the week ending April 23 was 1.408 million, compared with the previous value of 1.417 million and the expected 1.403 million, which continued to be at the lowest level since 1970.</p><p>High Frequency Economics analyst Rubeella Farooqi said U.S. jobless claims are near multi-decade lows due to high labor demand. The economist said higher jobless claims are a leading indicator of a slowing economy, but the gauge hasn't shown any signs of rising yet.</p><p><b>In terms of financial reports,</b>ConocoPhillips, Shopify, Kellogg,<a href=\"https://laohu8.com/S/SQ\">Block</a>Wait for companies to announce results.</p><p><b>Friday (May 6) Keywords: U.S. non-agricultural data for April, New York Fed President Williams</b></p><p><img src=\"https://static.tigerbbs.com/a7c621c0ffed117cea2fa89353e29a23\" tg-width=\"1094\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/740277cec4dff15c5d8a529a70fdae71\" tg-width=\"1136\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><b>As for economic data,</b>The United States will announce the unemployment rate in April and the seasonally adjusted non-farm payrolls in April. On Friday, April 1, Eastern Time, the U.S. Department of Labor released its March non-farm payrolls report. Non-agricultural data showed that the number of non-agricultural employment in the United States increased by only 431,000 in March, but the unemployment rate and hourly wage data both exceeded expectations. Non-farm payrolls: an increase of 431,000, lower than market expectations of 490,000, the smallest increase since November last year. On May 6, U.S. non-agricultural data for April will be released, and it is difficult to increase significantly if the epidemic continues.</p><p>March 25, New York Fed President<a href=\"https://laohu8.com/S/WMB\">Williams</a>Rate hike 50 basis points is an option if the data justifies it, (John Williams) said. That means Williams did not rule out a 50 basis point rate hike from the Fed at its May monetary policy meeting. Investors need to pay attention to his speech on May 6 for his latest views.</p><p>With the above data and major events, investors need to pay attention to the development of the epidemic and the situation in Ukraine next week, which is expected to affect the future direction of the financial market.</p><p><b>In terms of financial reports,</b>Under Armour, Draftkings and others will report results.</p><p><b>In terms of new shares,</b>Bausch + Lomb Bausch + Lomb Corp., a supplier of contact lenses and eye care products, will land on the U.S. stock market on Friday under the ticker symbol BLCO.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This week's preview | The Federal Reserve's interest rate decision is coming! Pfizer, Uber and other financial reports are released intensively</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis week's preview | The Federal Reserve's interest rate decision is coming! Pfizer, Uber and other financial reports are released intensively\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-05-02 06:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary: The Federal Reserve will announce its interest rate decision on Thursday; Nonfarm payrolls, US<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Manufacturing PMI and other data will be released one after another;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>, Lyft, Moderna, Uber, Shopify and others will report results.</b><b>Major financial events this week (5.2-5.5):</b></p><p><b>Economic data:</b>European and American Markit manufacturing PMI in April, U.S. durable goods orders in March, U.S. API and EIA crude oil inventory changes, U.S. ADP employment in April, U.S. initial jobless claims for the week ending April 30 and U.S. non-agricultural payrolls in April. In terms of events, we need to pay attention to the interest rate decisions of the Reserve Bank of Australia, the Federal Reserve and the Bank of England, as well as the speeches of Federal Reserve officials. This week, we also need to pay attention to the closing announcements of major exchanges around the world.</p><p><b>Financial report:</b>Pfizer,<a href=\"https://laohu8.com/S/BIIB\">Biogen</a>, Hilton, AMD, Lyft,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>、<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>Moderna,<a href=\"https://laohu8.com/S/CVS\">CVS Health</a>、<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>、<a href=\"https://laohu8.com/S/EBAY\">eBay</a>Uber,<a href=\"https://laohu8.com/S/MPC\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>, Shopify, Kellogg, Block, Under Armour, Draftkings and others will report results.<img src=\"https://static.tigerbbs.com/450efbd9d37fd63444ca7f1805f3d25e\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/><b>Monday (May 2) Keywords: Markit manufacturing PMI of many countries in the euro zone and the United States in April, market closure announcement</b><img src=\"https://static.tigerbbs.com/8f94f044fd365c865c5a6aff917a5d91\" tg-width=\"1085\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e9f26f8f03fa58998d62f4cbdb7621e8\" tg-width=\"1130\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Due to the negative impact of the Russia-Ukraine conflict on global trade, supply chains and commodity prices, the manufacturing PMI index of major economies was weak in March, but the service PMI index rebounded significantly. As the epidemic continues, the data in April is expected to continue to be unsatisfactory.</p><p><span style=\"color:rgba(240,30,13,1);\"><b>On Monday, the May Day holiday, Hong Kong stocks and A-shares were closed, while U.S. stocks opened normally. Hong Kong stocks began trading on Tuesday.</b></span></p><p><b>Tuesday (May 3) Keywords: Reserve Bank of Australia interest rate decision, U.S. durable goods orders in March</b><img src=\"https://static.tigerbbs.com/02fdb3333c87dae0a4c2a35c406918b9\" tg-width=\"1090\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0e322133d0b193c25a263f3689ee23a8\" tg-width=\"1120\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b2d2ec6f7ab05034d8021f16e3572120\" tg-width=\"1130\" tg-height=\"103\" referrerpolicy=\"no-referrer\"/><b>As for economic data,</b>The United States will announce the monthly rate of factory orders in March; Hong Kong GDP data will be released; The euro zone will announce the monthly PPI rate and unemployment rate.</p><p>On May 3rd, we need to pay attention to the Reserve Bank of Australia's interest rate decision. At present<a href=\"https://laohu8.com/S/CBA.AU\">Australia Commonwealth Bank</a>The Reserve Bank of Australia is expected to wait until June before rate hike. Gareth Aird, head of economic research at the Commonwealth Bank of Australia (CBA), said in a report that Australia's first-quarter CPI data released this week showed that prices generally rose, but it was difficult to rate hike in May. Still, the RBA is expected to maintain its recent guidance, putting pressure on the waiting for the first quarter wage data, which is scheduled for mid-May. The Reserve Bank of Australia is expected to cut its rate hike by 15 basis points to 0.25% in June. (ANZ Bank, National Australia Bank and<a href=\"https://laohu8.com/S/WBC.AU\">Westpac</a>They have all moved into the camp of expecting the Reserve Bank of Australia's May rate hike.</p><p>After four consecutive months of rebound, U.S. durable goods orders fell sharply month-on-month in February, and capital investment shrank severely. On March 24, data from the U.S. Department of Commerce showed that U.S. durable goods orders in February were-2.2% month-on-month, and miss the market expectation's-0.6%, the largest monthly decline since April 2020 and the first decline in nearly five months. Durable goods orders excluding transportation equipment fell 0.6% in February, also falling short of expectations. Orders for non-defense capital durable goods excluding aircraft also dropped significantly, falling 0.3% month-on-month in February and 0.5% in miss the market expectation; January data was revised upward to an increase of 1.3%. The item is also known as a core capital goods order and is often viewed as a measure of U.S. business investment.</p><p><b>In terms of financial reports,</b>Pfizer, Biogen, Hilton, AMD, Lyft, Starbucks, Estee Lauder and more will report results.</p><p><b>Wednesday (May 4) Keywords: U.S. API and EIA crude oil inventory changes for the week ending April 29, U.S. ADP employment numbers in April, the Federal Reserve of New Zealand released financial stability report</b><img src=\"https://static.tigerbbs.com/ced62c3b677a1362529c63f22552ade7\" tg-width=\"1097\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/6eb8ec957d6d94ffdac91cec043ed4bd\" tg-width=\"1094\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/><b>As for economic data,</b>U.S. trade balance, ADP employment numbers, Markit services PMI, and EIA crude oil inventories for the week will be released.</p><p>U.S. API crude oil inventories increased by 4.784 million barrels in the week to April 22. EIA crude oil inventories in the United States increased by 691,000 barrels in the week to April 22, compared with a decrease of 8.02 million barrels in the previous value, expected to be 2 million barrels, and announced 692,000 barrels. As the epidemic continues, the data as of April 29 is expected to continue to increase.</p><p>U.S. ADP employment recorded an increase of 455,000 in March, the smallest increase in employment since August last year. The estimate is an increase of 450,000, compared with an increase of 475,000.</p><p>ADP chief economist Nela Richardson said job growth across industries was broad in March, contributing to the addition of nearly 1.5 million jobs in the first quarter of 2022. Businesses are hiring, particularly among service providers, who have the most places to make up for losses lost early in the pandemic. However, tight labor supply remains a barrier to continued growth in consumer-facing industries.</p><p><b>In terms of financial reports,</b>Moderna, CVS Health, Ferrari, eBay, Uber,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/GOLD\">Barrick Gold</a>The latest financial reports will be announced one after another.</p><p><b>Thursday (May 5) Keywords: Federal Reserve interest rate decision, Bank of England interest rate decision, number of initial jobless claims in the United States for the week ending April 30</b><img src=\"https://static.tigerbbs.com/e98949bff450424df49091907ba19c7e\" tg-width=\"1100\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/23450b5176e7939655c8c6a62792e349\" tg-width=\"1127\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/><b>As for economic data,</b>The Fed's interest rate decision will be announced, and Fed Chairman Powell will hold a monetary policy press conference. In addition, the number of layoffs by challenger companies in the United States in April and the number of initial jobless claims in the United States in the week ending April 30 will be announced, and China will also announce the Caixin service PMI in April.</p><p>According to CME \"Federal Reserve Watch\": The probability of the Fed's 25 basis points in rate hike by May is 2.9%, the probability of rate hike's 50 basis points is 97.1%, and the probability of rate hike's 75 basis points is 0%; By June, the probability of cumulative rate hike of 25 and 50 basis points is 0%, the probability of cumulative rate hike of 75 basis points is 0.5%, the probability of cumulative rate hike of 100 basis points is 19.1%, and the probability of cumulative rate hike of 125 basis points is 80.4%. The probability of cumulative rate hike of 150 basis points is 0%.</p><p>The Bank of England is expected to announce on May 5th that it will hit its fourth consecutive rate hike, and investors should pay attention to further signals of rising borrowing costs. While last month, the Bank of England tempered its talk of further tightening policy, financial markets still expect the Bank to raise interest rates to around 2.25% by the end of the year, three times the current level. Most economists expect a reduction in rate hike.</p><p>The number of initial jobless claims in the United States for the week ending April 23 was 180,000, compared with the previous value of 185,000 and the expected 180,000. The number of people continuing to apply for unemployment benefits in the United States for the week ending April 23 was 1.408 million, compared with the previous value of 1.417 million and the expected 1.403 million, which continued to be at the lowest level since 1970.</p><p>High Frequency Economics analyst Rubeella Farooqi said U.S. jobless claims are near multi-decade lows due to high labor demand. The economist said higher jobless claims are a leading indicator of a slowing economy, but the gauge hasn't shown any signs of rising yet.</p><p><b>In terms of financial reports,</b>ConocoPhillips, Shopify, Kellogg,<a href=\"https://laohu8.com/S/SQ\">Block</a>Wait for companies to announce results.</p><p><b>Friday (May 6) Keywords: U.S. non-agricultural data for April, New York Fed President Williams</b></p><p><img src=\"https://static.tigerbbs.com/a7c621c0ffed117cea2fa89353e29a23\" tg-width=\"1094\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/740277cec4dff15c5d8a529a70fdae71\" tg-width=\"1136\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><b>As for economic data,</b>The United States will announce the unemployment rate in April and the seasonally adjusted non-farm payrolls in April. On Friday, April 1, Eastern Time, the U.S. Department of Labor released its March non-farm payrolls report. Non-agricultural data showed that the number of non-agricultural employment in the United States increased by only 431,000 in March, but the unemployment rate and hourly wage data both exceeded expectations. Non-farm payrolls: an increase of 431,000, lower than market expectations of 490,000, the smallest increase since November last year. On May 6, U.S. non-agricultural data for April will be released, and it is difficult to increase significantly if the epidemic continues.</p><p>March 25, New York Fed President<a href=\"https://laohu8.com/S/WMB\">Williams</a>Rate hike 50 basis points is an option if the data justifies it, (John Williams) said. That means Williams did not rule out a 50 basis point rate hike from the Fed at its May monetary policy meeting. Investors need to pay attention to his speech on May 6 for his latest views.</p><p>With the above data and major events, investors need to pay attention to the development of the epidemic and the situation in Ukraine next week, which is expected to affect the future direction of the financial market.</p><p><b>In terms of financial reports,</b>Under Armour, Draftkings and others will report results.</p><p><b>In terms of new shares,</b>Bausch + Lomb Bausch + Lomb Corp., a supplier of contact lenses and eye care products, will land on the U.S. stock market on Friday under the ticker symbol BLCO.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"BK4534":"瑞士信贷持仓","DOG":"道指ETF-ProShares做空","BK4536":"外卖概念",".SPX":"S&P 500 Index","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","SPY":"标普500ETF","UBER":"优步","SSO":"2倍做多标普500ETF-ProShares","PFE":"辉瑞","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135330109","content_text":"摘要：美联储将于周四公布利率决议；非农、美国Markit制造业PMI等数据将陆续发布；辉瑞、AMD、Lyft、Moderna、Uber、Shopify等公司将公布业绩。本周（5.2-5.5）重磅财经事件：经济数据方面：欧美4月Markit制造业PMI，美国3月耐用品订单，美国API和EIA原油库存变动，美国4月ADP就业人数，美国截至4月30日当周初请失业金人数和美国4月非农。事件方面需关注澳洲联储、美联储和英国央行利率决议，以及美联储官员的讲话。当周还需关注全球各大交易所的休市公告。财报方面：辉瑞、百健、希尔顿、AMD、Lyft、星巴克、雅诗兰黛、Moderna、CVS健康、法拉利、eBay、Uber、马拉松石油、巴里克黄金、康菲石油、Shopify、家乐氏、Block、安德玛、Draftkings等公司将公布业绩。周一（5月2日）关键词：欧元区多国和美国4月Markit制造业PMI，休市公告由于俄乌冲突对全球贸易、供应链及大宗商品价格造成负面影响，3月份主要经济体制造业PMI指数有所疲弱，但服务业PMI指数明显回升。在疫情持续的情况下，4月数据料继续不尽如人意。周一，五一假期，港股和A股休市，美股正常开市。周二起，港股开始交易。周二（5月3日）关键词：澳洲联储利率决议，美国3月耐用品订单经济数据方面，美国将公布3月工厂订单月率；中国香港GDP数据将出炉；欧元区将公布PPI月率、失业率。5月3日需关注澳洲联储利率决议。目前澳洲联邦银行料澳洲联储将等到6月再加息。澳洲联邦银行（CBA）经济研究部主管Gareth Aird在一份报告中称，本周公布的澳大利亚第一季度CPI数据显示物价普遍上涨，但5月很难加息。尽管如此，仍预期澳洲联储会保持其最近的指导方针，这给等待第一季度工资数据（定于5月中旬发布）带来压力。预计澳洲联储在6月将加息15个基点至0.25%。（澳新银行、澳大利亚国民银行和西太平洋银行均已转入预期澳洲联储5月加息的阵营。在连续四个月的反弹后，美国2月耐用品订单环比出现大幅下滑，资本投资缩减严重。3月24日，美国商务部数据显示，美国2月耐用品订单环比初值-2.2%，不及市场预期的-0.6%，创2020年4月以来最大月跌幅，近五个月来首次下降。不含运输设备的耐用品订单2月下滑0.6%，同样不及预期。扣除飞机的非国防资本耐用品订单也出现了显著下降，2月环比下降0.3%，不及市场预期的0.5%；1月数据被上修为增长1.3%。该项目也被成为核心资本货物订单，通常被视为衡量美国商业投资的指标。财报方面，辉瑞、百健、希尔顿、AMD、Lyft、星巴克、雅诗兰黛等将公布业绩。周三（5月4日）关键词：美国截至4月29日当周API和EIA原油库存变动，美国4月ADP就业人数，新西兰联储公布金融稳定报告经济数据方面，美国贸易帐、ADP就业人数、Markit服务业PMI、当周EIA原油库存将公布。美国至4月22日当周API原油库存增加478.4万桶。美国至4月22日当周EIA原油库存增加69.1万桶，前值下降802万桶，预期200万桶，公布69.2万桶。在疫情持续的情况下，截至4月29日的数据料继续增加。美国3月ADP就业人数录得增加45.5万人，创去年8月以来最小就业人数增幅。预估为增加45万人，前值为增加47.5万人。ADP首席经济学家Nela Richardson表示，3月份各个行业的就业增长广泛，为2022年第一季度增加了近150万个就业岗位做出了贡献。企业正在招聘，特别是在服务提供商中，这些公司因疫情早期损失而需要弥补的地方最多。然而，劳动力供应紧张仍然是面向消费者的行业持续增长的障碍。财报方面，Moderna、CVS健康、法拉利、eBay、Uber、马拉松石油、巴里克黄金等将陆续公布最新财报。周四（5月5日）关键词：美联储利率决议，英国央行利率决议，美国截至4月30日当周初请失业金人数经济数据方面，美联储利率决议将公布，美联储主席鲍威尔将召开货币政策新闻发布会。此外，美国4月挑战者企业裁员人数、美国至4月30日当周初请失业金人数将公布，中国方面也将公布4月财新服务业PMI。据CME“美联储观察”：美联储到5月份加息25个基点的概率为2.9%，加息50个基点的概率为97.1%，加息75个基点的概率为0%；到6月份累计加息25、50个基点的概率均为0%，累计加息75个基点的概率为0.5%，累计加息100个基点的概率为19.1%，累计加息125个基点的概率为80.4%，累计加息150个基点的概率为0%。英国央行预计将于5月5日宣布，它将连续第四次加息，投资者应关注借贷成本进一步上升信号。虽然上个月，英国央行缓和了进一步收紧政策的言论，但金融市场仍预计英国央行将在今年年底前将利率提高到2.25%左右，是目前水平的三倍。大多数经济学家预计加息会减少。美国截至4月23日当周初请失业金人数为18万，前值为18.5万，预期18万。美国截至4月23日当周续请失业金人数为140.8万，前值为141.7万，预期140.3万，持续处于1970年来最低水平。High Frequency Economics分析师Rubeella Farooqi表示，由于劳动力需求高，美国初请失业金申请人数接近几十年来的低点。该经济学家表示，初请失业金数增加是经济放缓的领先指标，但目前该指标还没有出现任何上涨迹象。财报方面，康菲石油、Shopify、家乐氏、Block等公司将公布业绩。周五（5月6日）关键词：美国4月非农数据，纽约联储主席威廉姆斯经济数据方面，美国将公布4月失业率及4月季调后非农就业人口。美东时间4月1日周五，美国劳工部发布3月非农就业报告。非农数据显示，美国3月非农就业人口仅增43.1万人，但失业率与时薪数据皆超预期。非农就业人数：新增43.1万人，低于市场预期的49万，创去年11月以来最小增幅。5月6日将发布美国4月非农数据，在疫情持续情况下难大增。3月25日,纽约联储主席威廉姆斯(John Williams)表示,如果数据证明有必要,加息50个基点是一个选择。这意味着威廉姆斯没有排除美联储在5月货币政策会议上加息50个基点的可能性。投资者需关注5月6日他的讲话，了解其最新观点。出了以上数据和大事，投资者下周还需关注疫情发展情况和乌克兰局势，料影响金融市场未来走向。财报方面，安德玛、Draftkings等公司将公布业绩。新股方面，隐形眼镜和眼部护理产品供应商博士伦Bausch + Lomb Corp.将在周五登陆美股市场，股票代码统一为BLCO。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"PFE":0.9,"ZBmain":0.9,"ZNmain":0.9,"UBER":0.9,"TQQQ":0.9,"DOG":0.9,"SDS":0.9,"ZFmain":0.9,".IXIC":0.9,"SSO":0.9,"ZTmain":0.9,"TNmain":0.9,"SPY":0.9,"SPXU":0.9,"UBmain":0.9}},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056632927,"gmtCreate":1655001693269,"gmtModify":1676535546201,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056632927","repostId":"2242559862","repostType":4,"repost":{"id":"2242559862","kind":"highlight","pubTimestamp":1654994161,"share":"https://ttm.financial/m/news/2242559862?lang=en_US&edition=fundamental","pubTime":"2022-06-12 08:36","market":"us","language":"zh","title":"Tesla, Google, Amazon, why do technology giants all split their shares?","url":"https://stock-news.laohu8.com/highlight/detail?id=2242559862","media":"华尔街见闻","summary":"近期，美国科技巨头掀起了一阵“拆股热潮”。特斯拉官宣拆股，计划8月初的股东大会讨论通过1股拆3股的提议，为两年来首次。本周二，亚马逊自1999年以来的首次股票拆分计划正式生效，股价也再次成为三位数。据","content":"<p><html><head></head><body>Recently, American technology giants have set off a wave of \"stock split craze\".</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The official announcement of the share split is planned to discuss and approve the proposal of splitting one share into three shares at the shareholders' meeting in early August for the first time in two years.</p><p>This Tuesday,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The first stock split plan since 1999 officially took effect, and the stock price was once again in the triple digits.</p><p>According to media reports, in addition to Amazon and Tesla, this year<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet, cross-border e-commerce Shopify, Nintendo and GameStop are all likely to conduct stock splits.</p><p>Stock splits are not unusual. Over the years, many public companies have done stock splits. Buffett-managed<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>· Hathaway split Class B stocks 50 in 2010.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Five split has been carried out since the IPO in 1980. While these companies split at varying percentages, there must be some reason why there are so many multi-billion dollar companies doing stock splits.</p><p><h2>How to dismantle?</h2>Let's first understand how to split the stock. Take Amazon as an example. Shareholders who held Amazon stock on May 27 will receive an additional 19 shares for each share they hold when the stock is split on June 3.<b>This will cost existing shareholders nothing, and the value of their holdings will not change as a result of the split.</b></p><p>So if Amazon's stock price was $2,500 a share before the split, a shareholder with three shares would have 60 shares after the split date, but their total investment would still be around $7,500 (assuming the stock price doesn't plummet or soar).</p><p>The only difference is that the price of a single share of Amazon will drop significantly. In this example, the stock price will drop from $2,500 per share to $125 per share. For many investors, it's just that the numbers displayed on your stock app are slightly different.</p><p><h2>Why dismantle?</h2>Stock split may seem pointless and while displaying different numbers, the company still runs as before, the market cap hasn't changed and the value of the shares held by shareholders remains the same, so why do it?</p><p><b>There are many reasons, most of which come down to investor psychology</b>。 As stock prices rise, buying stocks begins to seem unaffordable. A stock price of $1 means that $2,500 can buy thousands of shares, while a stock price of $2,500 means that only one can be bought.</p><p>This problem is beyond the perception of investors with more modest portfolios. For someone with $10,000 in investment principal, buying one share of Amazon stock at the previous price means investing 25% of the portfolio in one company, which is highly concentrated and does not do diversification.</p><p><b>Secondly, stock splits help improve the liquidity of stocks,</b>Easier to buy or sell. Amazon said in the filing that the move will make it easier for its employees to manage their stake in Amazon. Previously, if they wanted to get $1,000 in cash, they needed to sell the entire stake and then reinvest the rest. After the stock is split, they sell fewer shares and get the $1,000 they need.</p><p><b>There is also a more important point that stock splits tend to be accompanied by rising stock prices.</b>It will be easier for more investors to buy stocks, which may increase demand and thus price.</p><p>Essentially, a stock split won't really change anything, and the fundamentals of the company will remain the same. Still, companies that have conducted stock splits have outperformed the S&P 500 by 16.3% in the 12 months after the spin-off took effect since 1980.</p><p>It's a good example of correlation, but it's not meant to be causal. In fact, a stock split almost certainly won't allow it to outperform the market average. A prerequisite for a sharp rise in the stock price of a company undergoing a stock split is that,<b>The businesses of these companies have been performing well and may have surpassed the S&P 500 before the split.</b></p><p><h2>Why tear it down now?</h2>Why is there a \"stock split craze\" now? Still take Amazon as an example. Amazon's stock split now has an added benefit. U.S. tech stocks have suffered heavy losses so far in 2022, with Amazon shares down nearly 30% so far this year. Apple, Netflix, Meta and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The stock prices of other companies have suffered similar blows.</p><p>It is clear that this is going to be a tough year for a company that hovered around the $3,250 mark for most of 2021 during a downturn in stock prices, and a stock split can change that perception.</p><p>For example, when the stock price is $125 after the split, this background and price correlation disappears.<b>Again, it's about psychological perception.</b></p><p><h2>What does it mean for investors?</h2>What does a stock split mean for the average investor?<b>The most direct point is that you can afford it,</b>No more co-buying stocks with others.</p><p><b>But it also means that it is unlikely to have the same shareholder rights, such as the right to vote on company decisions</b>。 This may not be a big deal for most investors, but it can be important if you want to have a say in new initiatives such as companies adopting sustainable business practices.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Google, Amazon, why do technology giants all split their shares?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Google, Amazon, why do technology giants all split their shares?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-06-12 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Recently, American technology giants have set off a wave of \"stock split craze\".</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The official announcement of the share split is planned to discuss and approve the proposal of splitting one share into three shares at the shareholders' meeting in early August for the first time in two years.</p><p>This Tuesday,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The first stock split plan since 1999 officially took effect, and the stock price was once again in the triple digits.</p><p>According to media reports, in addition to Amazon and Tesla, this year<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet, cross-border e-commerce Shopify, Nintendo and GameStop are all likely to conduct stock splits.</p><p>Stock splits are not unusual. Over the years, many public companies have done stock splits. Buffett-managed<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>· Hathaway split Class B stocks 50 in 2010.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Five split has been carried out since the IPO in 1980. While these companies split at varying percentages, there must be some reason why there are so many multi-billion dollar companies doing stock splits.</p><p><h2>How to dismantle?</h2>Let's first understand how to split the stock. Take Amazon as an example. Shareholders who held Amazon stock on May 27 will receive an additional 19 shares for each share they hold when the stock is split on June 3.<b>This will cost existing shareholders nothing, and the value of their holdings will not change as a result of the split.</b></p><p>So if Amazon's stock price was $2,500 a share before the split, a shareholder with three shares would have 60 shares after the split date, but their total investment would still be around $7,500 (assuming the stock price doesn't plummet or soar).</p><p>The only difference is that the price of a single share of Amazon will drop significantly. In this example, the stock price will drop from $2,500 per share to $125 per share. For many investors, it's just that the numbers displayed on your stock app are slightly different.</p><p><h2>Why dismantle?</h2>Stock split may seem pointless and while displaying different numbers, the company still runs as before, the market cap hasn't changed and the value of the shares held by shareholders remains the same, so why do it?</p><p><b>There are many reasons, most of which come down to investor psychology</b>。 As stock prices rise, buying stocks begins to seem unaffordable. A stock price of $1 means that $2,500 can buy thousands of shares, while a stock price of $2,500 means that only one can be bought.</p><p>This problem is beyond the perception of investors with more modest portfolios. For someone with $10,000 in investment principal, buying one share of Amazon stock at the previous price means investing 25% of the portfolio in one company, which is highly concentrated and does not do diversification.</p><p><b>Secondly, stock splits help improve the liquidity of stocks,</b>Easier to buy or sell. Amazon said in the filing that the move will make it easier for its employees to manage their stake in Amazon. Previously, if they wanted to get $1,000 in cash, they needed to sell the entire stake and then reinvest the rest. After the stock is split, they sell fewer shares and get the $1,000 they need.</p><p><b>There is also a more important point that stock splits tend to be accompanied by rising stock prices.</b>It will be easier for more investors to buy stocks, which may increase demand and thus price.</p><p>Essentially, a stock split won't really change anything, and the fundamentals of the company will remain the same. Still, companies that have conducted stock splits have outperformed the S&P 500 by 16.3% in the 12 months after the spin-off took effect since 1980.</p><p>It's a good example of correlation, but it's not meant to be causal. In fact, a stock split almost certainly won't allow it to outperform the market average. A prerequisite for a sharp rise in the stock price of a company undergoing a stock split is that,<b>The businesses of these companies have been performing well and may have surpassed the S&P 500 before the split.</b></p><p><h2>Why tear it down now?</h2>Why is there a \"stock split craze\" now? Still take Amazon as an example. Amazon's stock split now has an added benefit. U.S. tech stocks have suffered heavy losses so far in 2022, with Amazon shares down nearly 30% so far this year. Apple, Netflix, Meta and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The stock prices of other companies have suffered similar blows.</p><p>It is clear that this is going to be a tough year for a company that hovered around the $3,250 mark for most of 2021 during a downturn in stock prices, and a stock split can change that perception.</p><p>For example, when the stock price is $125 after the split, this background and price correlation disappears.<b>Again, it's about psychological perception.</b></p><p><h2>What does it mean for investors?</h2>What does a stock split mean for the average investor?<b>The most direct point is that you can afford it,</b>No more co-buying stocks with others.</p><p><b>But it also means that it is unlikely to have the same shareholder rights, such as the right to vote on company decisions</b>。 This may not be a big deal for most investors, but it can be important if you want to have a say in new initiatives such as companies adopting sustainable business practices.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3661713\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d6a4572b675796b315e560ea7fe3401","relate_stocks":{"BK4576":"AR","BK4581":"高盛持仓","BK4561":"索罗斯持仓","BK4532":"文艺复兴科技持仓","BK4559":"巴菲特持仓","BK4574":"无人驾驶","BK4511":"特斯拉概念","BK4514":"搜索引擎","BK4566":"资本集团","BK4579":"人工智能","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","TSLA":"特斯拉","BK4077":"互动媒体与服务","GOOG":"谷歌","BK4573":"虚拟现实","BK4507":"流媒体概念","GOOGL":"谷歌A","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4555":"新能源车","BK4099":"汽车制造商","BK4524":"宅经济概念","AMZN":"亚马逊","BK4538":"云计算","BK4548":"巴美列捷福持仓","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3661713","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242559862","content_text":"近期，美国科技巨头掀起了一阵“拆股热潮”。特斯拉官宣拆股，计划8月初的股东大会讨论通过1股拆3股的提议，为两年来首次。本周二，亚马逊自1999年以来的首次股票拆分计划正式生效，股价也再次成为三位数。据媒体报道，除了亚马逊、特斯拉之外，今年谷歌母公司Alphabet、跨境电商Shopify、任天堂和GameStop均有可能进行股票拆分。拆股并不罕见，多年来，许多上市公司都进行了股票拆分，巴菲特管理的伯克希尔·哈撒韦曾于2010年把B级股票1拆50，苹果自1980年首次公开募股以来已经进行了五次拆股。虽然这些公司拆分比例各不相同，但有如此多的数十亿美元的公司进行拆股，其中肯定有一些原因。如何拆？先来了解一下如何进行股票拆分，以亚马逊为例，在5月27日持有亚马逊股票的股东，在6月3日股票拆分时，每持有一股，将额外获得19股。这不会让现有股东付出任何代价，他们所持股票的价值也不会因拆分而改变。因此，如果亚马逊拆分前股价在2500美元一股，持有三股股份的股东在拆分日期后会拥有60股，但他们的总投资仍将在7500美元左右（假设股价不会暴跌或飙升）。唯一的区别是，亚马逊一股股票的价格将大幅下跌。在本例中，股价将从每股2500美元降至每股125美元。对许多投资者来说，只是你的炒股app上显示的数字稍有不同。为什么拆？股票分拆看起来似乎毫无意义，虽然显示不同的数字，但公司仍然像以前一样运行，市值没有变化，股东所持股票的价值保持不变，那为什么要这样做呢？原因有很多，其中大部分归结于投资者心理。随着股价上涨，买入股票开始显得难以承受。1美元的股价意味着2500美元可以购买数千股股票，而2500美元的股价意味着只可以买1只。这个问题超出了投资组合较为温和的投资者认知范围，对于拥有1万美元投资本金的人来说，以之前的价格购买一股亚马逊股票意味着将投资组合的25%投资于一家公司，集中度较高，并不能做到多元化投资。其次，拆股有助于提高股票的流动性，更容易买入或卖出。亚马逊在文件中表示，此举将使其员工更容易管理其持有的亚马逊股份。此前，如果他们想获得1000美元的现金，他们需要抛售全部股份，然后再将其余部分进行再投资。股票分拆后，他们卖出较少股票，就可以得到所需的1000美元。还有更重要的一点，拆股往往会伴随着股价上涨。更多的投资者将更容易买入股票，这可能会增加需求，从而提高价格。本质上来看，拆股不会真正改变任何事情，公司的基本面将保持不变。尽管如此，自1980年以来，进行拆股的公司在分拆生效后的12个月内的表现超出标普500指数16.3%。这是一个很好的相关性例子，但不意味着有因果关系。事实上，拆股几乎肯定不能使其表现超出市场平均水平。进行拆股的公司股价大幅上涨的一个先决因素是，这些公司的业务一直表现良好，在拆分之前可能已经超过了标普500。为什么现在拆？为什么是现在掀起一股“拆股热潮”？还是以亚马逊为例，亚马逊现在拆股还有一个额外的好处。到目前为止，2022年美国科技股损失惨重，今年迄今亚马逊股价下跌了近30%。苹果、Netflix、Meta和微软等公司的股价都遭受了类似的打击。很明显，对于一家在股价低迷期，2021大部分时间徘徊在3250美元大关的公司来说，今年将是艰难的一年，股票拆分可以改变这种看法。比如，拆分后股价为125美元，这种背景和价格关联就消失了。同样的，这还是关于心理方面的感知。对投资者意味着什么？拆股对普通投资者意味着什么？最直接的一点是，可以买得起了，再也不用和别人合买股票。但这也意味着不太可能拥有相同的股东权利，比如对公司决策的投票权。对于大多数投资者来说，这可能不是什么大不了的事情，但如果想在公司采取可持续商业实践等新举措中拥有发言权，这可能很重要。","news_type":1,"symbols_score_info":{"GOOG":1,"TSLA":1,"GOOGL":1,"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969051397,"gmtCreate":1668304360820,"gmtModify":1676538038794,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"<a 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