BenWong78 personal page - To The Moon

BenWong78

BenWong78

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2022-04-22

👏

Intel Earnings: PC Weakness May Weigh on Q1 Results

2021-07-16

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Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks

2022-08-07

😝

Last night and this morning | Violent rate hike is expected to rekindle! Another "epic" demon stock ""

2022-08-16

😀

Last night and this morning | Hillhouse HHLR bargain hunting Alibaba Pinduoduo! U.S. oil falls below $90

2021-07-16

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Intel in talks to acquire GlobalFoundries for roughly $30 billion

2021-07-15

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Global New Materials International's first-hand winning rate is 25%, and 30 subscriptions are secure in one lot

2022-10-22

😀

Tesla rose more than 2%, and the "Sister Wood" flagship fund bought Tesla stock again on Thursday

2022-10-10

😉

The quality control of the "new forces" in the United States is too poor? Rivian Recalls Almost Every Car It Sold

2022-02-24

🤣

How big is the impact of Biden's sanctions on Russian sovereign bonds?

2022-02-09

💪

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22:40","market":"us","language":"zh","title":"U.S. WSB concept stocks fell, AMC cinemas fell nearly 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182847092","media":"老虎资讯综合","summary":"周三盘中，美股WSB概念股走低，AMC院线跌近10%，3B家居跌超8%，游戏驿站跌超6%，Roblox跌近4%。","content":"<p><html><head></head><body>In intraday trading on Wednesday, U.S. stocks WSB concept stocks fell, AMC Cinemas fell nearly 10%, 3B Home Furnishing fell more than 8%, GameStop fell more than 6%, and Roblox fell nearly 4%.</p><p><img src=\"https://static.tigerbbs.com/270fb6c62a1072fbd9a99ffb2c1aff2a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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\" 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}\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\">\nU.S. WSB concept stocks fell, AMC cinemas fell nearly 10%\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\">2023-03-15 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In intraday trading on Wednesday, U.S. stocks WSB concept stocks fell, AMC Cinemas fell nearly 10%, 3B Home Furnishing fell more than 8%, GameStop fell more than 6%, and Roblox fell nearly 4%.</p><p><img src=\"https://static.tigerbbs.com/270fb6c62a1072fbd9a99ffb2c1aff2a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/537ad0b0f865a392242e7815952d23bd","relate_stocks":{"AMC":"AMC院线","BBBY":"Bed Bath & Beyond, Inc.","GME":"游戏驿站","RBLX":"Roblox 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22:58","market":"fut","language":"zh","title":"The decline in international oil prices expanded to 5%, setting a new low since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, setting a new intraday low since mid-December 2021 to $67.62 per barrel.</p><p>Brent crude oil futures also fell about 5% intraday, also hitting a new low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, temporarily at $2.418/million British thermal units.</p><p>Crude oil futures on the Shanghai Futures Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during night trading.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></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>The decline in international oil prices expanded to 5%, setting a new low since December 2021</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{ 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}\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 decline in international oil prices expanded to 5%, setting a new low since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, setting a new intraday low since mid-December 2021 to $67.62 per barrel.</p><p>Brent crude oil futures also fell about 5% intraday, also hitting a new low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, temporarily at $2.418/million British thermal units.</p><p>Crude oil futures on the Shanghai Futures Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during night trading.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%，暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅，夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":3155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949759322,"gmtCreate":1678920793666,"gmtModify":1678920798643,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949759322","repostId":"1188736930","repostType":2,"repost":{"id":"1188736930","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":1678892337,"share":"https://ttm.financial/m/news/1188736930?lang=en_US&edition=fundamental","pubTime":"2023-03-15 22:58","market":"fut","language":"zh","title":"The decline in international oil prices expanded to 5%, setting a new low since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, setting a new intraday low since mid-December 2021 to $67.62 per barrel.</p><p>Brent crude oil futures also fell about 5% intraday, also hitting a new low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, temporarily at $2.418/million British thermal units.</p><p>Crude oil futures on the Shanghai Futures Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during night trading.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></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>The decline in international oil prices expanded to 5%, setting a new low since December 2021</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{ 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}\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 decline in international oil prices expanded to 5%, setting a new low since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, setting a new intraday low since mid-December 2021 to $67.62 per barrel.</p><p>Brent crude oil futures also fell about 5% intraday, also hitting a new low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, temporarily at $2.418/million British thermal units.</p><p>Crude oil futures on the Shanghai Futures Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during night trading.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%，暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅，夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":2779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949759076,"gmtCreate":1678920785295,"gmtModify":1678920789026,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949759076","repostId":"1188736930","repostType":2,"repost":{"id":"1188736930","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":1678892337,"share":"https://ttm.financial/m/news/1188736930?lang=en_US&edition=fundamental","pubTime":"2023-03-15 22:58","market":"fut","language":"zh","title":"The decline in international oil prices expanded to 5%, setting a new low since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, setting a new intraday low since mid-December 2021 to $67.62 per barrel.</p><p>Brent crude oil futures also fell about 5% intraday, also hitting a new low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, temporarily at $2.418/million British thermal units.</p><p>Crude oil futures on the Shanghai Futures Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during night trading.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></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>The decline in international oil prices expanded to 5%, setting a new low since December 2021</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{ 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}\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 decline in international oil prices expanded to 5%, setting a new low since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, setting a new intraday low since mid-December 2021 to $67.62 per barrel.</p><p>Brent crude oil futures also fell about 5% intraday, also hitting a new low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, temporarily at $2.418/million British thermal units.</p><p>Crude oil futures on the Shanghai Futures Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during night trading.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%，暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅，夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":3411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949406629,"gmtCreate":1678798867461,"gmtModify":1678798871269,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😘","listText":"😘","text":"😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949406629","repostId":"1113377166","repostType":2,"repost":{"id":"1113377166","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":1678797001,"share":"https://ttm.financial/m/news/1113377166?lang=en_US&edition=fundamental","pubTime":"2023-03-14 20:30","market":"us","language":"zh","title":"Pre-market | U.S. February CPI rose 6% year-on-year, and the three major stock index futures all rose","url":"https://stock-news.laohu8.com/highlight/detail?id=1113377166","media":"老虎资讯综合","summary":"美联储将仍需要继续上调利率以应对通货膨胀。","content":"<p><html><head></head><body><b>The U.S. CPI rose by 6% year-on-year in February. The increase has fallen for the eighth consecutive month and is the lowest since September 2021. Expected: 6%, previous value: 6.4%.</b></p><p><b>The month-on-month increase in CPI in February: 0.4%, the lowest since December 2022. Expected: 0.40%, previous value: 0.50%.</b></p><p>The core CPI in February rose by 5.5% year-on-year, the sixth consecutive month of decline, the lowest since December 2021. Expected: 5.5%, previous value: 5.6%.</p><p>Core CPI in February increased by 0.5% month-on-month, expected: 0.4%, previous value: 0.4%.</p><p><p style=\"text-align:center;\"><img src=\"https://static.tigerbbs.com/3bae64183d72aca90e6512bbe929061c\" tg-width=\"763\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p><b>Data interpretation:</b>The report comes at a time when the failure of two U.S. banks has caused financial market turmoil. While financial markets were still expecting a 25 basis point Fed rate hike on Tuesday, concerns about the contagion of the banking crisis prompted some economists, including Goldman Sachs, to expect the Fed to pause next week since the 1980s, according to CME's \"Fed Watch\" The fastest monetary policy tightening cycle since.</p><p>The housing index was the largest contributor to the monthly increase in U.S. core CPI in February, accounting for more than 70% of the increase. This data shows how tough the Fed is in the wake of the bankruptcy of Silicon Valley Bank (SVB).<b>Swap traders currently believe that the probability of a 25 basis point rate hike by the time the Fed meets this month is largely stable at around 84%.</b></p><p><b>After the release of the CPI data, the three major U.S. stock index futures rose simultaneously. As of press time, the three major index futures all rose by more than 1%.</b></p><p><img src=\"https://static.tigerbbs.com/fb3e348ee269fdced5e33f1059b038f8\" tg-width=\"744\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>TAL fell more than 6%. TAL announced: After the launch of Xueersi's literacy training courses, it has been carrying out enrollment work in accordance with regulations, and there is no situation of \"Xueersi restarting large-scale offline enrollment\".</p><p><img src=\"https://static.tigerbbs.com/d045c2e848163b5064bb34748095613c\" tg-width=\"449\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba rose 0.16%, and the Hangzhou Municipal Market Supervision Bureau and Alibaba Group signed a cooperation agreement to comprehensively deepen the healthy and high-quality development of the platform economy.</p><p>JD.com rose 0.12%, Pinduoduo rose 0.36%, Bilibili fell 0.66%, and iQiyi rose 1.53%.</p><p>New car-making forces had mixed gains and losses. Nio rose 0.12%, Li Auto fell 1.39%, and XPeng Automobile fell 1.81%.</p><p><b>Important pre-market trends of US stocks</b></p><p><b>Regional bank stocks that plummeted yesterday rebounded. As of press time, First Republic Bank rose about 60%, PacWest Bancorp rose 42%, and Alliance West Bank rose 33%.</b>The Federal Deposit Insurance Corporation (FDIC) said: Although none of the major U.S. banks bid for Silicon Valley Bank in Sunday's auction, at least one institution made a takeover offer, which was rejected by the FDIC, and it is not yet clear the timetable of the second auction.</p><p><img src=\"https://static.tigerbbs.com/2ea7212244f2862357432b14917ef06a\" tg-width=\"449\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Large bank stocks generally rose, Goldman Sachs rose 3%, JPMorgan Chase rose 2.86%, Morgan Stanley rose 4.52%, Citigroup rose 5%, Wells Fargo rose 5.57%, and Bank of America rose 6.21%. It is reported that after the collapse of three banks including Silicon Valley Bank, in recent days, leading U.S. banks such as JPMorgan Chase have absorbed billions of dollars in deposits, and Citigroup and Wells Fargo have also absorbed higher deposits than usual; It is reported that large financial institutions such as JPMorgan and Citigroup are trying to meet the needs of customers to quickly transfer deposits.</p><p>Credit Suisse turned from falling to rising. Credit Suisse said that it found major deficiencies in the reporting process for fiscal years 2022 and 2021 and is taking remedial measures.</p><p>Cvent, a private software-as-a-service (SaaS) company, resumed trading and is now up more than 12% before the market. Blackstone Group will acquire Cvent in cash at a price of US $8.5 per share.</p><p><img src=\"https://static.tigerbbs.com/37387e4657e0632268173a3c55caeb1b\" tg-width=\"449\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>LYFT and Uber rose more than 7%. The California court ruled that LYFT and Uber have the right to treat drivers as independent contractors, which means that LYFT and Uber do not have to provide drivers with various benefits of employees, thus avoiding increased costs.</p><p>Faraday Future rose 2.5%, and the company confirmed that it had obtained a dealer license for U.S. operations from California.</p><p>United Continental Airlines fell nearly 3%. Its preliminary results in the first quarter were worse than market expectations, and its loss was expected to be higher than expected.</p><p>BuzzFeed Inc fell more than 6%, and its first-quarter guidance was far worse than expected.</p><p>Gitlab fell 32%, and its Q4 revenue in fiscal year 2023 was US $123 million, a year-on-year increase of 58%; Net loss narrowed to $39 million; Revenue in fiscal 2024 is expected to be $529 to $533 million, which is lower than analysts' estimates of $586.4 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>Pre-market | U.S. February CPI rose 6% year-on-year, and the three major stock index futures all rose</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\">\nPre-market | U.S. February CPI rose 6% year-on-year, and the three major stock index futures all rose\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\">2023-03-14 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The U.S. CPI rose by 6% year-on-year in February. The increase has fallen for the eighth consecutive month and is the lowest since September 2021. Expected: 6%, previous value: 6.4%.</b></p><p><b>The month-on-month increase in CPI in February: 0.4%, the lowest since December 2022. Expected: 0.40%, previous value: 0.50%.</b></p><p>The core CPI in February rose by 5.5% year-on-year, the sixth consecutive month of decline, the lowest since December 2021. Expected: 5.5%, previous value: 5.6%.</p><p>Core CPI in February increased by 0.5% month-on-month, expected: 0.4%, previous value: 0.4%.</p><p><p style=\"text-align:center;\"><img src=\"https://static.tigerbbs.com/3bae64183d72aca90e6512bbe929061c\" tg-width=\"763\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p><b>Data interpretation:</b>The report comes at a time when the failure of two U.S. banks has caused financial market turmoil. While financial markets were still expecting a 25 basis point Fed rate hike on Tuesday, concerns about the contagion of the banking crisis prompted some economists, including Goldman Sachs, to expect the Fed to pause next week since the 1980s, according to CME's \"Fed Watch\" The fastest monetary policy tightening cycle since.</p><p>The housing index was the largest contributor to the monthly increase in U.S. core CPI in February, accounting for more than 70% of the increase. This data shows how tough the Fed is in the wake of the bankruptcy of Silicon Valley Bank (SVB).<b>Swap traders currently believe that the probability of a 25 basis point rate hike by the time the Fed meets this month is largely stable at around 84%.</b></p><p><b>After the release of the CPI data, the three major U.S. stock index futures rose simultaneously. As of press time, the three major index futures all rose by more than 1%.</b></p><p><img src=\"https://static.tigerbbs.com/fb3e348ee269fdced5e33f1059b038f8\" tg-width=\"744\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>TAL fell more than 6%. TAL announced: After the launch of Xueersi's literacy training courses, it has been carrying out enrollment work in accordance with regulations, and there is no situation of \"Xueersi restarting large-scale offline enrollment\".</p><p><img src=\"https://static.tigerbbs.com/d045c2e848163b5064bb34748095613c\" tg-width=\"449\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba rose 0.16%, and the Hangzhou Municipal Market Supervision Bureau and Alibaba Group signed a cooperation agreement to comprehensively deepen the healthy and high-quality development of the platform economy.</p><p>JD.com rose 0.12%, Pinduoduo rose 0.36%, Bilibili fell 0.66%, and iQiyi rose 1.53%.</p><p>New car-making forces had mixed gains and losses. Nio rose 0.12%, Li Auto fell 1.39%, and XPeng Automobile fell 1.81%.</p><p><b>Important pre-market trends of US stocks</b></p><p><b>Regional bank stocks that plummeted yesterday rebounded. As of press time, First Republic Bank rose about 60%, PacWest Bancorp rose 42%, and Alliance West Bank rose 33%.</b>The Federal Deposit Insurance Corporation (FDIC) said: Although none of the major U.S. banks bid for Silicon Valley Bank in Sunday's auction, at least one institution made a takeover offer, which was rejected by the FDIC, and it is not yet clear the timetable of the second auction.</p><p><img src=\"https://static.tigerbbs.com/2ea7212244f2862357432b14917ef06a\" tg-width=\"449\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Large bank stocks generally rose, Goldman Sachs rose 3%, JPMorgan Chase rose 2.86%, Morgan Stanley rose 4.52%, Citigroup rose 5%, Wells Fargo rose 5.57%, and Bank of America rose 6.21%. It is reported that after the collapse of three banks including Silicon Valley Bank, in recent days, leading U.S. banks such as JPMorgan Chase have absorbed billions of dollars in deposits, and Citigroup and Wells Fargo have also absorbed higher deposits than usual; It is reported that large financial institutions such as JPMorgan and Citigroup are trying to meet the needs of customers to quickly transfer deposits.</p><p>Credit Suisse turned from falling to rising. Credit Suisse said that it found major deficiencies in the reporting process for fiscal years 2022 and 2021 and is taking remedial measures.</p><p>Cvent, a private software-as-a-service (SaaS) company, resumed trading and is now up more than 12% before the market. Blackstone Group will acquire Cvent in cash at a price of US $8.5 per share.</p><p><img src=\"https://static.tigerbbs.com/37387e4657e0632268173a3c55caeb1b\" tg-width=\"449\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>LYFT and Uber rose more than 7%. The California court ruled that LYFT and Uber have the right to treat drivers as independent contractors, which means that LYFT and Uber do not have to provide drivers with various benefits of employees, thus avoiding increased costs.</p><p>Faraday Future rose 2.5%, and the company confirmed that it had obtained a dealer license for U.S. operations from California.</p><p>United Continental Airlines fell nearly 3%. Its preliminary results in the first quarter were worse than market expectations, and its loss was expected to be higher than expected.</p><p>BuzzFeed Inc fell more than 6%, and its first-quarter guidance was far worse than expected.</p><p>Gitlab fell 32%, and its Q4 revenue in fiscal year 2023 was US $123 million, a year-on-year increase of 58%; Net loss narrowed to $39 million; Revenue in fiscal 2024 is expected to be $529 to $533 million, which is lower than analysts' estimates of $586.4 million.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113377166","content_text":"美国2月CPI同比涨幅：6%，涨幅已连续第八个月下降，为2021年9月以来新低。预期：6%，前值：6.4%。2月CPI环比涨幅：0.4%，为2022年12月以来新低。预期：0.40%，前值：0.50%。2月核心CPI同比涨幅：5.5% ，涨幅连续第六个月下降，为2021年12月来新低。 预期：5.5% ， 前值：5.6%。2月核心CPI环比涨幅：0.5% ， 预期：0.4% ， 前值：0.4%。数据解读：这份报告发布之际，正值美国两家银行倒闭引发金融市场动荡。CME“美联储观察”显示，尽管金融市场周二仍预期美联储加息25个基点，但对银行业危机蔓延的担忧促使包括高盛在内的一些经济学家预计，美联储下周将暂停自上世纪80年代以来最快的货币政策紧缩周期。住房指数是美国2月核心CPI月率涨幅的最大贡献者，占涨幅的70%以上。这一数据表明，在硅谷银行（SVB）破产后，美联储的处境有多么艰难。掉期交易员目前认为，美联储在本月开会时加息25个基点的概率基本稳定在84%左右。CPI数据公布后，美股三大股指期货同步上涨，截至发稿，三大指数期货涨幅均超1%。中概股盘前走势好未来跌超6%，好未来公告：学而思旗下素养类培训课程上线后，一直按规定开展招生工作，并不存在“学而思重启大规模线下招生”的情况。阿里巴巴涨0.16%，杭州市市场监管局与阿里巴巴集团签订全面深化平台经济健康高质量发展合作协议。京东涨0.12%，拼多多涨0.36%，哔哩哔哩跌0.66%，爱奇艺涨1.53%。造车新势力涨跌不一，蔚来涨0.12%，理想汽车跌1.39%，小鹏汽车跌1.81%。重要美股盘前走势昨日暴跌的区域银行股反弹，截至发稿，第一共和银行涨幅约60%，PacWest Bancorp涨42%，阿莱恩斯西部银行涨33%。美国联邦存款保险公司(FDIC)表示：尽管在周日标售中，没有一家美国大型银行竞购硅谷银行，但至少有一家机构提出了收购要约，但被FDIC拒绝了，目前尚不清楚第二次拍卖的时间表。大型银行股普涨，高盛涨3%，摩根大通涨2.86%，摩根士丹利涨4.52%，花旗涨5%，富国银行涨5.57%，美国银行涨6.21%。据悉硅谷银行等三家倒闭后，最近几天，美国头部银行如摩根大通吸收了数十亿美元存款，花旗和富国银行吸收的存款也比平时更高；报道称小摩、花旗等大型金融机构正试图满足客户快速转移存款的需求。瑞士信贷由跌转涨，瑞信表示于2022年和2021财年的报告程序中发现「重大缺陷」，正在采取补救措施。私营软件即服务(SaaS)公司Cvent恢复交易，盘前现涨超12%，黑石集团将以8.5美元/股的价格现金收购Cvent。LYFT、优步涨超7%。加州法院裁决，LYFT和优步有权将司机视为独立承包商，这意味着LYFT和优步不用向司机提供雇员的各种待遇，从而可避免成本增加。法拉第未来涨2.5%，公司确认已从加利福尼亚州获得美国业务的经销商许可证。联合大陆航空跌近3%，第一季度初步业绩逊于市场预期，亏损幅度料高于预期。BuzzFeed Inc跌超6%，第一季度指引远逊预期。Gitlab大跌32%，2023财年Q4营收1.23亿美元，同比增长58%；净亏损收窄至3900万美元；预计2024财年营收为5.29至5.33亿美元，不及分析师预计的5.864亿美元。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949964813,"gmtCreate":1678317074233,"gmtModify":1678317078295,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949964813","repostId":"2318384722","repostType":4,"repost":{"id":"2318384722","kind":"news","pubTimestamp":1678317040,"share":"https://ttm.financial/m/news/2318384722?lang=en_US&edition=fundamental","pubTime":"2023-03-09 07:10","market":"us","language":"zh","title":"Federal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months","url":"https://stock-news.laohu8.com/highlight/detail?id=2318384722","media":"华尔街见闻","summary":"　　3月8日周三，美联储公布今年第二次褐皮书，发布截至2月27日美联储对全美12个地区的经济调查结果。　　褐皮书称，2023年初美国整体经济活动略有增加。　　展望未来，在不确定性加剧的情况下，受访者预计未来几个月经济状况不会有太大改善。　　褐皮书称，全美供应链中断的问题继续缓解。美联储预计今年年内工资增长将进一步放缓。","content":"<p><html><head></head><body>Beige Book said that the plight of the U.S. supply chain has eased, consumption has remained stable, and high inflation and high interest rates have restricted consumption. The labor market in the United States remains stable, and the pressure of rising prices still exists, but respondents expect the rate of rising prices to slow down further this year. On Wednesday, March 8th, the Federal Reserve released its second Beige Book this year, releasing the results of the Federal Reserve's economic survey of 12 regions in the United States as of February 27th.</p><p>Beige Book said that overall U.S. economic activity increased slightly in early 2023.</p><p>Of the 12 regions across the United States, six have seen little or no change in economic activity since the last report (published Jan. 18), while six others indicate that activity is expanding at a modest pace.</p><p>Looking ahead, respondents don't expect economic conditions to improve much in the coming months amid increased uncertainty.</p><p>Supply chain woes ease, high inflation, high interest rates still limit consumption</p><p>Beige Book said that the problem of supply chain disruptions across the United States continues to ease.</p><p>On the consumption front, consumer spending generally remained steady, but some regions reported moderate to strong growth in retail sales during a typically flat period. Across the United States, vehicle sales were little changed, but inventory levels continued to improve. Data from several regions showed that high inflation and high interest rates continue to reduce consumers' disposable income and purchasing power, and raised concerns about rising credit card debt. Travel and tourism activity remains fairly strong in most regions.</p><p>Manufacturing activity plateaued after a period of contraction.</p><p>Although the real estate market remains sluggish and the industry is constrained by extremely low inventory, in some areas of the eastern coast, real estate market activity has seen an unexpected increase beyond the seasonal normal level. Commercial real estate activity was stable and the industrial real estate market increased, but the office market continued to be weak.</p><p>Demand for non-financial services has generally remained stable across the United States, but has picked up in some regions.</p><p>Loan demand fell across the United States, credit standards tightened, and delinquencies rose slightly.</p><p>Energy activity was flat or slightly decreased, and agriculture was mixed.</p><p>Labor Market Remains Solid, Wage Growth Will Slow Further</p><p>In terms of the labor market, Beige Book believes that the U.S. labor market is still stable.</p><p>Beige Book said that despite some companies freezing hiring and sporadic reports of layoffs, employment continues to grow at a moderate rate in most regions.</p><p>Labor supply has improved slightly, but finding workers with the required skills or experience remains challenging. Data from some regions show that the lack of available childcare services continues to hinder the workforce from entering the market.</p><p>While the labor market in general remains tight, some regions note that companies are becoming less flexible with employees and are beginning to reduce remote work options.</p><p>Wages have generally increased at a moderate pace, with data from some regions showing some easing of wage pressures. The Federal Reserve expects wage growth to slow further this year.</p><p>Inflationary pressures remain widespread and price increases are expected to continue to moderate</p><p>Although price increases have moderated in many regions, inflationary pressures remain widespread.</p><p>Some regions reported further increases in input costs, especially for energy and raw materials, although freight and transportation costs eased.</p><p>Data from some regions show companies are finding it harder to pass on cost increases to consumers.</p><p>Sales prices rose moderately in most regions and decelerated in some areas.</p><p>House prices were generally flat or slightly down, while rents were reported to be stable or rising. Still, housing prices and rents remain high, adding to ongoing concerns about housing affordability.</p><p>Looking ahead, respondents expect price increases to continue to slow this 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>Federal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months</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\">\nFederal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months\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\">2023-03-09 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Beige Book said that the plight of the U.S. supply chain has eased, consumption has remained stable, and high inflation and high interest rates have restricted consumption. The labor market in the United States remains stable, and the pressure of rising prices still exists, but respondents expect the rate of rising prices to slow down further this year. On Wednesday, March 8th, the Federal Reserve released its second Beige Book this year, releasing the results of the Federal Reserve's economic survey of 12 regions in the United States as of February 27th.</p><p>Beige Book said that overall U.S. economic activity increased slightly in early 2023.</p><p>Of the 12 regions across the United States, six have seen little or no change in economic activity since the last report (published Jan. 18), while six others indicate that activity is expanding at a modest pace.</p><p>Looking ahead, respondents don't expect economic conditions to improve much in the coming months amid increased uncertainty.</p><p>Supply chain woes ease, high inflation, high interest rates still limit consumption</p><p>Beige Book said that the problem of supply chain disruptions across the United States continues to ease.</p><p>On the consumption front, consumer spending generally remained steady, but some regions reported moderate to strong growth in retail sales during a typically flat period. Across the United States, vehicle sales were little changed, but inventory levels continued to improve. Data from several regions showed that high inflation and high interest rates continue to reduce consumers' disposable income and purchasing power, and raised concerns about rising credit card debt. Travel and tourism activity remains fairly strong in most regions.</p><p>Manufacturing activity plateaued after a period of contraction.</p><p>Although the real estate market remains sluggish and the industry is constrained by extremely low inventory, in some areas of the eastern coast, real estate market activity has seen an unexpected increase beyond the seasonal normal level. Commercial real estate activity was stable and the industrial real estate market increased, but the office market continued to be weak.</p><p>Demand for non-financial services has generally remained stable across the United States, but has picked up in some regions.</p><p>Loan demand fell across the United States, credit standards tightened, and delinquencies rose slightly.</p><p>Energy activity was flat or slightly decreased, and agriculture was mixed.</p><p>Labor Market Remains Solid, Wage Growth Will Slow Further</p><p>In terms of the labor market, Beige Book believes that the U.S. labor market is still stable.</p><p>Beige Book said that despite some companies freezing hiring and sporadic reports of layoffs, employment continues to grow at a moderate rate in most regions.</p><p>Labor supply has improved slightly, but finding workers with the required skills or experience remains challenging. Data from some regions show that the lack of available childcare services continues to hinder the workforce from entering the market.</p><p>While the labor market in general remains tight, some regions note that companies are becoming less flexible with employees and are beginning to reduce remote work options.</p><p>Wages have generally increased at a moderate pace, with data from some regions showing some easing of wage pressures. The Federal Reserve expects wage growth to slow further this year.</p><p>Inflationary pressures remain widespread and price increases are expected to continue to moderate</p><p>Although price increases have moderated in many regions, inflationary pressures remain widespread.</p><p>Some regions reported further increases in input costs, especially for energy and raw materials, although freight and transportation costs eased.</p><p>Data from some regions show companies are finding it harder to pass on cost increases to consumers.</p><p>Sales prices rose moderately in most regions and decelerated in some areas.</p><p>House prices were generally flat or slightly down, while rents were reported to be stable or rising. Still, housing prices and rents remain high, adding to ongoing concerns about housing affordability.</p><p>Looking ahead, respondents expect price increases to continue to slow this year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683631\">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/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3683631","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318384722","content_text":"褐皮书称，美国供应链困境有所缓解，消费维持稳定，高通胀和高利率对消费有所限制。全美劳动力市场依然稳健，物价上涨压力仍然存在，但受访者预计今年物价上涨速度将进一步减缓。3月8日周三，美联储公布今年第二次褐皮书，发布截至2月27日美联储对全美12个地区的经济调查结果。褐皮书称，2023年初美国整体经济活动略有增加。在全美12个地区中，自上次报告（1月18日公布）以来，六个地区的经济活动几乎没有或没有变化，而另外六个地区则表明经济活动以适度的速度扩张。展望未来，在不确定性加剧的情况下，受访者预计未来几个月经济状况不会有太大改善。供应链困境缓解，高通胀、高利率依然限制消费褐皮书称，全美供应链中断的问题继续缓解。消费方面，消费者支出总体保持稳定，但一些地区报告零售额在通常平缓的时期内出现温和至强劲增长。从全美来看，汽车销售几乎没有变化，但库存水平继续改善。几个地区的数据显示，高通胀和高利率继续降低消费者的可支配收入和购买力，并对信用卡债务上升表示担忧。大多数地区的旅行和旅游活动仍然相当强劲。制造业活动在经历了一段时间的收缩后趋于稳定。虽然房地产市场仍然低迷，业受到极低库存的限制，但在东部沿海的一些地区，房地产市场活动出现了超出季节性正常水平的意外上升。商业房地产活动稳定，工业地产市场有所增长，但写字楼市场持续疲软。全美对非金融服务的需求总体上保持稳定，但在一些地区有所回升。全美贷款需求下降，信贷标准收紧，拖欠率小幅上升。能源活动持平或略有下降，农业状况喜忧参半。劳动力市场依然稳健，工资增长将进一步放缓劳动力市场方面，褐皮书认为，美国劳动力市场状况依然稳健。褐皮书称，尽管一些公司冻结了招聘并且有零星的裁员报告，但大多数地区的就业继续以适度的速度增长。劳动力供应略有改善，但寻找具有所需技能或经验的工人仍然具有挑战性。一些地区的数据显示，缺乏可用的托儿服务继续阻碍劳动力进入市场。虽然劳动力市场总体上仍然紧张，但一些地区指出，公司对员工的灵活性越来越低，并开始减少远程工作的选择。工资总体上以温和的速度增长，一些地区的数据显示，工资压力有所缓解。美联储预计今年年内工资增长将进一步放缓。通胀压力仍普遍存在，预计物价涨幅将继续放缓尽管许多地区的价格涨幅有所放缓，但通胀压力仍然普遍存在。一些地区报告称，投入成本进一步上升，尤其是能源和原材料，尽管运费和运输成本有所缓解。一些地区的数据显示，公司发现将成本增加转嫁给消费者变得更加困难。大多数地区的销售价格温和上涨，一些地区出现减速。房价总体持平或略有下降，而据报道租金稳定或上涨。尽管如此，房价和租金仍然居高不下，加剧了人们对住房负担能力的持续担忧。展望未来，受访者预计今年物价上涨将继续放缓。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949964196,"gmtCreate":1678317064215,"gmtModify":1678317092172,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949964196","repostId":"1109405735","repostType":4,"repost":{"id":"1109405735","kind":"news","pubTimestamp":1678316946,"share":"https://ttm.financial/m/news/1109405735?lang=en_US&edition=fundamental","pubTime":"2023-03-09 07:09","market":"sh","language":"zh","title":"Powell: The Fed has not yet decided on the extent of rate hike in March, and future data will have a strong impact","url":"https://stock-news.laohu8.com/highlight/detail?id=1109405735","media":"华尔街见闻","summary":"摘要：国会听证会次日，唯一不同于首日演讲稿之处是，鲍威尔强调，联储还未对3月会议做任何决定。鲍威尔称，评估利率政策时，更多的数据将至关重要，职位空缺、CPI、PPI和就业报告都是美联储观察数据；今年的","content":"<p><html><head></head><body>Summary: The next day after the congressional hearing, the only difference from the speech on the first day was that Powell emphasized that the Fed had not made any decision on the March meeting. Powell said more data will be crucial when assessing interest rate policy, with job vacancies, CPI, PPI and employment reports being Fed observation data; This year's data shows that the Fed's terminal rate will be higher than previously expected; Reiterated that inflation is still high, saying that it is likely partly due to the tight labor market; Reiterated that Congress should raise the debt ceiling, saying that the Federal Reserve will not take action to avoid debt default; Cryptocurrencies should have a clear regulatory framework and require the approval of Congress before issuing central bank digital currencies; The Fed's climate policy jurisdiction is limited to bank supervision. On Wednesday, March 8, Eastern Time, Federal Reserve Chairman Powell testified at a hearing of the House Financial Services Committee.</p><p>After strengthening the market's expectation of \"higher interest rates for longer\" the day before, Powell emphasized on Wednesday that the Federal Reserve is open to the choice of future rate hike and has not yet decided what kind of rate hike will be released at the Fed meeting later this month. The economic data released will strongly influence the interest rate decision at this meeting.</p><p>At the beginning of the hearing, Powell first read out the speech that had been released at the Senate Banking Committee hearing on Tuesday, in which he warned that strong employment and hot inflation data at the beginning of this year may prompt the Fed not to continue to slow down, but to accelerate the pace of rate hike., allowing interest rates to eventually be higher than the level previously expected by the Fed, saying that we should be wary of the historical lessons of premature policy easing and stick to it.</p><p><b>Unlike Tuesday,</b>, in reading<b>In the speech</b>When it comes to speeding up rate hike if necessary, Powell specifically mentioned the next Federal Reserve monetary policy meeting from March 20 to 21.<b>Added the sentence \"I emphasize that we haven't made any decision on the March meeting.\"</b>，<b>And then retell</b>The following passage from Tuesday's speech:</p><p>\"If the overall data hints at the need for faster (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. \"Powell said that more data reports will be critical when evaluating interest rate policy.\" We have some potentially important data coming soon, \"he said, referring to job vacancies, CPI, PPI and employment report data are all targets for Fed watch.</p><p>Powell said the Fed has not set an established course on interest rate policy and reiterated that the Fed's policy actions will depend on economic data and guidance on the economic outlook.</p><p>At a Senate hearing on Tuesday, Powell mentioned that the effects of monetary tightening may not be fully reflected. On Wednesday, Powell also said that the Federal Reserve is very aware that there is a lag in monetary policy. The Fed previously slowed down the pace of rate hike in order to assess the impact of policy lag. He reiterated that economic data since the beginning of the year showed that the Fed's terminal interest rate will be higher than expected.</p><p>Reiterated that inflation is still high, saying it is likely partly due to a tight labor market</p><p>At a Senate hearing on Tuesday, Powell said that inflation has eased to some extent since June last year, but it is still well above the Fed's long-term target of 2%, and the Fed is not considering changing this target.</p><p>When mentioning inflation on Wednesday, Powell reiterated that inflation is still high, arguing that high inflation is partly due to an extremely tight job market.</p><p>\"Inflation is falling, but it is very high. Some of the high inflation we are experiencing is likely to be related to a very tight labor market.\" Powell believes that if inflation cannot be tamed, the consequences will be extremely costly, and predicts that global supply chain tensions are expected to ease. He said that the Federal Reserve wants American workers' wages to rise in tandem with productivity growth. The Fed will not deliberately suppress wage growth.</p><p>Before Powell's hearing began, the ADP employment report, known as the \"small non-farm payrolls\", was released earlier on Wednesday, showing that the number of new jobs in private companies in the United States rebounded more than expected in February, twice the number of new jobs after the upward revision in January. The number of JOLTS vacancies announced at the beginning of the hearing in January fell from December, but it was higher than Wall Street's expectations for the fifth consecutive time. These data show that the labor market is still resilient, making it more likely that Powell's warning of faster rate hike on Tuesday will come true.</p><p>The media pointed out that the February non-farm payrolls report released this Friday will be the most important indicator to measure the U.S. labor market in the near future. However, the data released on Wednesday also attracted much attention.</p><p>Reiterates Congress should raise the debt ceiling, saying the Fed will not step forward to avoid debt default</p><p>At a Senate hearing on Tuesday, Powell said that to prevent \"very adverse\" harm to the global economy, Congress must increase the statutory borrowing limit of the U.S. federal government. Powell reiterated on Wednesday that Congress should raise the debt ceiling.</p><p>Powell believes that the Federal Reserve cannot exercise fiscal power instead of Congress. He said that the Fed has not and has not sought to play any role in fiscal policy. No one can take it for granted that the Federal Reserve will come forward to protect the American economy when the United States defaults on its debt.</p><p>Cryptocurrencies should have a clear regulatory framework and require congressional approval before issuing central bank digital currencies</p><p>Regarding cryptocurrencies, at a hearing on Tuesday, Powell expressed support for regulating the market, and it should be the same regulation as traditional financial assets such as funds.</p><p>On Wednesday, Powell said that there should be a clear regulatory framework in the field of cryptocurrency regulation, and believed that U.S. state governments should also play an active role in cryptocurrency regulation.</p><p>Asked about the central bank digital currency (CBDC) digital dollar that the Federal Reserve is considering issuing, Powell said that the Federal Reserve needs congressional approval to issue CBDC that can be used in the retail sector.</p><p>Powell also said that the status of the US dollar as the global reserve currency is not threatened.</p><p>Banking capital standards related plans undecided climate policy jurisdiction is limited to banking supervision</p><p>Regarding the banking industry, Powell said on Tuesday that the Federal Reserve is committed to adjusting capital adequacy rules. On Wednesday, he said that the Fed's evaluation of bank capital standards is still in progress, and it has not yet put forward its own plan on bank capital.</p><p>When it comes to banks' climate policy, Powell acknowledged that the Fed does have regulatory responsibilities in this regard, but noted that the Fed's jurisdiction is fairly narrow and limited to bank supervision.</p><p>Powell said the Fed won't be a climate policymaker at least during his tenure. The government needs to draw clear lines for the Federal Reserve's involvement in climate policy.</p><p>Market reaction: U.S. stocks fluctuated and fell, once rebounded, U.S. bond yields rebounded, the US Dollar Index set a new daily low and then turned higher</p><p>After Powell began to speak, the S&P and Nasdaq turned down, and then quickly turned up. The Dow set a new daily low, falling nearly 127 points or nearly 0.4%, and then narrowed some of its losses. U.S. stocks at midday, during the hearing, both the S&P and the Nasdaq turned lower, and the decline and the Dow continued to expand, with the Dow falling nearly 200 points.</p><p>Before the Powell hearing began, the benchmark 10-year U.S. bond yield dropped to 3.90%, setting a new daily low. After the hearing, it continued to rise. After the hearing, it approached 4.0%, which has not yet reached the intraday high above 4.0% in the Asian market. During the hearing, the 2-year U.S. bond yield, which is more sensitive to interest rates, returned to 5.0%, approaching the 2007 high of above 5.0% in the Asian market.</p><p><img src=\"https://static.tigerbbs.com/e97cc8ed942f55ecc0c59f6904ec45b0\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/></p><p>During the hearing, the US Dollar Index fell below 105.40 to set a new daily low, and then turned up. During this period, it stood firm above 105.60, approaching the high since early December last year set by approaching 105.90 in the Asian market on Wednesday.</p><p>On Tuesday, Powell's remarks, which analysts regarded as double hawkish, dealt a blow to the market, prompting investors to reprice the prospect of the Fed's rate hike, shattering the bubble of the Fed's pivot, and Wall Street returning to the monetary policy reality of maintaining higher interest rates for longer.</p><p>After Powell's hearing on Tuesday, the 2-year U.S. Treasury yield, which is sensitive to the interest rate outlook, rose above 5.0% intraday for the first time since July 2007. The interest rate futures market expects a 50 basis point chance of the Fed's March rate hike to exceed 70%, compared with only about 31% a day ago.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is expected that rate hike will be 25 basis points in July, raising the peak interest rate to 5.5% to 5.75%. Other investors are betting that interest rates will peak at 6% or higher.</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>Powell: The Fed has not yet decided on the extent of rate hike in March, and future data will have a strong impact</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\">\nPowell: The Fed has not yet decided on the extent of rate hike in March, and future data will have a strong impact\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\">2023-03-09 07:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: The next day after the congressional hearing, the only difference from the speech on the first day was that Powell emphasized that the Fed had not made any decision on the March meeting. Powell said more data will be crucial when assessing interest rate policy, with job vacancies, CPI, PPI and employment reports being Fed observation data; This year's data shows that the Fed's terminal rate will be higher than previously expected; Reiterated that inflation is still high, saying that it is likely partly due to the tight labor market; Reiterated that Congress should raise the debt ceiling, saying that the Federal Reserve will not take action to avoid debt default; Cryptocurrencies should have a clear regulatory framework and require the approval of Congress before issuing central bank digital currencies; The Fed's climate policy jurisdiction is limited to bank supervision. On Wednesday, March 8, Eastern Time, Federal Reserve Chairman Powell testified at a hearing of the House Financial Services Committee.</p><p>After strengthening the market's expectation of \"higher interest rates for longer\" the day before, Powell emphasized on Wednesday that the Federal Reserve is open to the choice of future rate hike and has not yet decided what kind of rate hike will be released at the Fed meeting later this month. The economic data released will strongly influence the interest rate decision at this meeting.</p><p>At the beginning of the hearing, Powell first read out the speech that had been released at the Senate Banking Committee hearing on Tuesday, in which he warned that strong employment and hot inflation data at the beginning of this year may prompt the Fed not to continue to slow down, but to accelerate the pace of rate hike., allowing interest rates to eventually be higher than the level previously expected by the Fed, saying that we should be wary of the historical lessons of premature policy easing and stick to it.</p><p><b>Unlike Tuesday,</b>, in reading<b>In the speech</b>When it comes to speeding up rate hike if necessary, Powell specifically mentioned the next Federal Reserve monetary policy meeting from March 20 to 21.<b>Added the sentence \"I emphasize that we haven't made any decision on the March meeting.\"</b>，<b>And then retell</b>The following passage from Tuesday's speech:</p><p>\"If the overall data hints at the need for faster (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. \"Powell said that more data reports will be critical when evaluating interest rate policy.\" We have some potentially important data coming soon, \"he said, referring to job vacancies, CPI, PPI and employment report data are all targets for Fed watch.</p><p>Powell said the Fed has not set an established course on interest rate policy and reiterated that the Fed's policy actions will depend on economic data and guidance on the economic outlook.</p><p>At a Senate hearing on Tuesday, Powell mentioned that the effects of monetary tightening may not be fully reflected. On Wednesday, Powell also said that the Federal Reserve is very aware that there is a lag in monetary policy. The Fed previously slowed down the pace of rate hike in order to assess the impact of policy lag. He reiterated that economic data since the beginning of the year showed that the Fed's terminal interest rate will be higher than expected.</p><p>Reiterated that inflation is still high, saying it is likely partly due to a tight labor market</p><p>At a Senate hearing on Tuesday, Powell said that inflation has eased to some extent since June last year, but it is still well above the Fed's long-term target of 2%, and the Fed is not considering changing this target.</p><p>When mentioning inflation on Wednesday, Powell reiterated that inflation is still high, arguing that high inflation is partly due to an extremely tight job market.</p><p>\"Inflation is falling, but it is very high. Some of the high inflation we are experiencing is likely to be related to a very tight labor market.\" Powell believes that if inflation cannot be tamed, the consequences will be extremely costly, and predicts that global supply chain tensions are expected to ease. He said that the Federal Reserve wants American workers' wages to rise in tandem with productivity growth. The Fed will not deliberately suppress wage growth.</p><p>Before Powell's hearing began, the ADP employment report, known as the \"small non-farm payrolls\", was released earlier on Wednesday, showing that the number of new jobs in private companies in the United States rebounded more than expected in February, twice the number of new jobs after the upward revision in January. The number of JOLTS vacancies announced at the beginning of the hearing in January fell from December, but it was higher than Wall Street's expectations for the fifth consecutive time. These data show that the labor market is still resilient, making it more likely that Powell's warning of faster rate hike on Tuesday will come true.</p><p>The media pointed out that the February non-farm payrolls report released this Friday will be the most important indicator to measure the U.S. labor market in the near future. However, the data released on Wednesday also attracted much attention.</p><p>Reiterates Congress should raise the debt ceiling, saying the Fed will not step forward to avoid debt default</p><p>At a Senate hearing on Tuesday, Powell said that to prevent \"very adverse\" harm to the global economy, Congress must increase the statutory borrowing limit of the U.S. federal government. Powell reiterated on Wednesday that Congress should raise the debt ceiling.</p><p>Powell believes that the Federal Reserve cannot exercise fiscal power instead of Congress. He said that the Fed has not and has not sought to play any role in fiscal policy. No one can take it for granted that the Federal Reserve will come forward to protect the American economy when the United States defaults on its debt.</p><p>Cryptocurrencies should have a clear regulatory framework and require congressional approval before issuing central bank digital currencies</p><p>Regarding cryptocurrencies, at a hearing on Tuesday, Powell expressed support for regulating the market, and it should be the same regulation as traditional financial assets such as funds.</p><p>On Wednesday, Powell said that there should be a clear regulatory framework in the field of cryptocurrency regulation, and believed that U.S. state governments should also play an active role in cryptocurrency regulation.</p><p>Asked about the central bank digital currency (CBDC) digital dollar that the Federal Reserve is considering issuing, Powell said that the Federal Reserve needs congressional approval to issue CBDC that can be used in the retail sector.</p><p>Powell also said that the status of the US dollar as the global reserve currency is not threatened.</p><p>Banking capital standards related plans undecided climate policy jurisdiction is limited to banking supervision</p><p>Regarding the banking industry, Powell said on Tuesday that the Federal Reserve is committed to adjusting capital adequacy rules. On Wednesday, he said that the Fed's evaluation of bank capital standards is still in progress, and it has not yet put forward its own plan on bank capital.</p><p>When it comes to banks' climate policy, Powell acknowledged that the Fed does have regulatory responsibilities in this regard, but noted that the Fed's jurisdiction is fairly narrow and limited to bank supervision.</p><p>Powell said the Fed won't be a climate policymaker at least during his tenure. The government needs to draw clear lines for the Federal Reserve's involvement in climate policy.</p><p>Market reaction: U.S. stocks fluctuated and fell, once rebounded, U.S. bond yields rebounded, the US Dollar Index set a new daily low and then turned higher</p><p>After Powell began to speak, the S&P and Nasdaq turned down, and then quickly turned up. The Dow set a new daily low, falling nearly 127 points or nearly 0.4%, and then narrowed some of its losses. U.S. stocks at midday, during the hearing, both the S&P and the Nasdaq turned lower, and the decline and the Dow continued to expand, with the Dow falling nearly 200 points.</p><p>Before the Powell hearing began, the benchmark 10-year U.S. bond yield dropped to 3.90%, setting a new daily low. After the hearing, it continued to rise. After the hearing, it approached 4.0%, which has not yet reached the intraday high above 4.0% in the Asian market. During the hearing, the 2-year U.S. bond yield, which is more sensitive to interest rates, returned to 5.0%, approaching the 2007 high of above 5.0% in the Asian market.</p><p><img src=\"https://static.tigerbbs.com/e97cc8ed942f55ecc0c59f6904ec45b0\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/></p><p>During the hearing, the US Dollar Index fell below 105.40 to set a new daily low, and then turned up. During this period, it stood firm above 105.60, approaching the high since early December last year set by approaching 105.90 in the Asian market on Wednesday.</p><p>On Tuesday, Powell's remarks, which analysts regarded as double hawkish, dealt a blow to the market, prompting investors to reprice the prospect of the Fed's rate hike, shattering the bubble of the Fed's pivot, and Wall Street returning to the monetary policy reality of maintaining higher interest rates for longer.</p><p>After Powell's hearing on Tuesday, the 2-year U.S. Treasury yield, which is sensitive to the interest rate outlook, rose above 5.0% intraday for the first time since July 2007. The interest rate futures market expects a 50 basis point chance of the Fed's March rate hike to exceed 70%, compared with only about 31% a day ago.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is expected that rate hike will be 25 basis points in July, raising the peak interest rate to 5.5% to 5.75%. Other investors are betting that interest rates will peak at 6% or higher.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683625\">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/62dafa537afba542bdc43da1b85df8b4","relate_stocks":{"513500":"标普500ETF博时","DXD":"两倍做空道琼30指数ETF-ProShares","BK4504":"桥水持仓","SQQQ":"纳指三倍做空ETF","DOG":"道指ETF-ProShares做空","UPRO":"三倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","BK4588":"碎股","DJX":"1/100道琼斯","SSO":"2倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares","BK4581":"高盛持仓","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SH":"做空标普500-Proshares","SDOW":"三倍做空道指30ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3683625","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109405735","content_text":"摘要：国会听证会次日，唯一不同于首日演讲稿之处是，鲍威尔强调，联储还未对3月会议做任何决定。鲍威尔称，评估利率政策时，更多的数据将至关重要，职位空缺、CPI、PPI和就业报告都是美联储观察数据；今年的数据显示，联储的终端利率将高于之前预期；重申通胀仍高，称很可能部分源于劳动力市场很紧张；重申国会应提高债务上限，称美联储不会出手避免债务违约；加密货币应有清晰监管框架，需国会批准才可发行央行数字货币；联储气候政策管辖范围仅限于银行监管。美东时间3月8日周三，美联储主席鲍威尔在众议院金融服务委员会听证会上作证。在前一日强化了市场的“更高利率更久”预期后，鲍威尔周三强调，美联储对未来加息的选择持开放态度，尚未决定本月下旬的联储会议上要公布怎样的加息幅度，即将公布的经济数据将强烈影响这次会议的利率决策。听证会伊始，鲍威尔先宣读了周二在参议院银行委员会听证会上已经公布的演讲稿，其中警告，今年初强劲的就业和火爆的通胀数据可能促使联储不再继续放缓、而是加快加息的脚步，让利率最终高于联储此前预期的水平，称应警惕过早放松政策的历史教训，要坚持到底。不同于周二的是，在宣读讲稿中涉及必要时将加快加息那段话时，鲍威尔特别提到3月20日到21日的下次美联储货币政策会议，加了一句“我强调下，我们还没有对3月的会议做出任何决定”，然后才复述了周二讲稿中的下面这段话：”如果整体数据暗示有必要加快（货币）紧缩，我们将准备加快加息步伐。恢复价格稳定可能需要我们一段时间内保持限制性的货币政策立场。“鲍威尔表示，在评估利率政策时，更多的数据报告将是至关重要的。他说，“我们有一些潜在的重要数据即将发布”，提到职位空缺、CPI、PPI和就业报告数据都是美联储观察的目标。鲍威尔说，联储在利率政策上没有设过既定路线，并重申，联储的政策行动将取决于经济数据以及对经济前景的指引。周二的参议院听证会上，鲍威尔提到，货币紧缩的效果可能还未充分体现。本周三鲍威尔又称，美联储非常清楚货币政策存在滞后性。之前联储放缓加息步伐，就是为了评估政策滞后性的影响程度。他重申，今年以来的经济数据显示，联储的终端利率将高于预期。重申通胀仍高 称很可能部分源于劳动力市场很紧张周二的参议院听证会上，鲍威尔称，去年6月以来通胀一定程度上缓和，但还远高于联储的长期目标2%，联储不考虑改变这一目标。本周三提到通胀时，鲍威尔重申通胀仍处高位，认为高通胀部分源于极度紧张的就业市场。“通胀正在下降，但它非常高。我们正在经历的部分高通胀很可能与非常紧张的劳动力市场有关。”鲍威尔认为，如果不能驯服通胀，后果代价将极其严重，并预计，全球供应链紧张状况有望得到缓解。他说，美联储希望美国劳工薪资跟随着生产率的增长而同步上涨。联储并不会刻意打压薪资增长。鲍威尔听证会开始前，周三稍早公布了有“小非农”之称的ADP就业报告，显示2月美国私人企业新增就业人数超预期反弹，是1月上修后新增人数的两倍多。听证会开始时公布的1月JOLTS空缺职位数较12月回落，但连续第五次高于华尔街预期水平。这些数据体现劳动力市场仍有韧性，让鲍威尔本周二的更快加息警告更有可能成真。媒体指出，本周五公布的2月非农就业报告将是近期内衡量美国劳动力市场最重要的指标，不过，周三发布的数据也备受关注。重申国会应提高债务上限 称美联储不会出手避免债务违约周二的参议院听证会上，鲍威尔表示，为防止对全球经济造成“非常不利”的伤害，国会必须提高美国联邦政府的法定借款限额。周三鲍威尔重申，国会应该提高债务上限。鲍威尔认为，美联储无法代替国会行使财政权力。他说，联储未曾、也没有在财政政策领域寻求扮演任何角色。任何人都不能想当然地认为，在美国债务违约时，美联储会出面保护美国经济。加密货币应有清晰监管框架 需国会批准才可发行央行数字货币对于加密货币，周二听证会上，鲍威尔表示支持对该市场进行监管，而且应该是和基金等传统金融资产同样的监管。周三鲍威尔说，在加密货币监管领域应当有明晰的监管框架，认为美国各州政府也应该在加密货币监管方面扮演积极角色。被问及美联储考虑发行的央行数字货币（CBDC）数字美元，鲍威尔说，美联储需要国会批准，才能发行可被用于零售领域的CBDC。鲍威尔还说，美元作为全球储备货币的地位并未受到威胁。银行业资本标准相关方案未定 气候政策管辖仅限于银行监管对于银行业，周二鲍威尔曾表示，美联储致力于调整资本充足率规则。周三他说，联储对银行资本标准的评估仍在进行中，尚未在银行资本问题上提出自身的方案。谈到银行的气候政策，鲍威尔承认，美联储在这方面确实有监管职责，但指出，联储的管辖范围相当狭窄，仅限于银行监管。鲍威尔说，至少在他任期内，美联储不会成为气候政策制定者。政府需要为美联储参与气候政策划定明确的界限。市场反应：美股震荡下挫 一度反弹 美债收益率回升 美元指数刷新日低后转涨鲍威尔开始讲话后，标普和纳指曾转跌，后很快转涨，道指刷新日低，跌近127点、跌近0.4%，后收窄部分跌幅。美股午盘，听证会期间，标普和纳指都转跌，且跌幅和道指都持续扩大，道指跌近200点。鲍威尔听证会开始前，基准10年期美债收益率下测3.90%刷新日低，听证会开始后持续回升，听证会结束后逼近4.0%，还未达到亚市盘中4.0%上方的日内高位。听证会期间，对利率更敏感的2年期美债收益率重上5.0%，逼近亚市盘中处于5.0%上方所创的2007年来高位。听证会期间，美元指数跌破105.40刷新日低，后转涨，期间站稳105.60上方，向周三亚市盘中逼近105.90所创的去年12月初以来高位靠近。本周二鲍威尔被分析师视为双倍鹰调的言论给市场当头一棒，促使投资者重新定价美联储加息的前景，对联储转向的泡影破灭，华尔街回归更高利率保持更久的货币政策现实。周二鲍威尔听证会后，对利率前景敏感的2年期美债收益率2007年7月以来首次盘中升破5.0%。利率期货市场预计的美联储3月加息50个基点几率超过70%，一天前只有约31%。高盛预计7月还会加息25基点，将利率峰值利率上调至5.5%到5.75%。还有投资者开始押注利率峰值会达到6%或者更高。","news_type":1,"symbols_score_info":{"513500":0.9,"DOG":0.9,"UPRO":0.9,"SPY":0.9,"DJX":0.9,"TQQQ":0.9,"DXD":0.9,".IXIC":0.9,"SQQQ":0.9,"SH":0.9,"IVV":0.9,".DJI":0.9,"QID":0.9,"SDOW":0.9,"SSO":0.9}},"isVote":1,"tweetType":1,"viewCount":2634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940428118,"gmtCreate":1678118693834,"gmtModify":1678118696836,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940428118","repostId":"2317178905","repostType":4,"repost":{"id":"2317178905","kind":"news","pubTimestamp":1678110241,"share":"https://ttm.financial/m/news/2317178905?lang=en_US&edition=fundamental","pubTime":"2023-03-06 21:44","market":"sh","language":"zh","title":"Morgan Stanley is idling more again: U.S. stocks will rebound in the near future","url":"https://stock-news.laohu8.com/highlight/detail?id=2317178905","media":"智通财经","summary":"摩根士丹利首席策略师威尔逊(Michael Wilson)表示，在业绩不利因素加剧之前，美股可能还有上涨空间。威尔逊周一表示，“股市上周经受住了关键的支撑考验，这表明本轮熊市反弹还没有准备好结束。”威","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Chief strategist Michael Wilson said U.S. stocks may still have room to rise before performance headwinds intensify. \"Stocks withstood a critical test of support last week, suggesting this bear market rally isn't ready to end,\" Wilson said Monday, correctly predicting the stock market sell-off and last October's rally. He noted that the S&P 500 is holding above its 200-day moving average and could rise further if the dollar and interest rates continue to pull back after last Friday's decline.</p><p><img src=\"https://static.tigerbbs.com/1072f3a311cda661a6aac98d8766c954\" tg-width=\"576\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While Wilson sees the next resistance for the S&P 500 at 4,150, about 2.5% above last Friday's close, he sees it as a short-term turning point. As fundamentals continue to deteriorate, particularly when it comes to earnings, the market is set to fall further in the medium term, he wrote.</p><p>Despite the surge, Mr Wilson said, \"we don't think that counters the extremely low risk-reward of many stocks right now, given that valuations and earnings estimates are still too high.\" He expects margins to be \"significantly worse than current consensus expectations.\"</p><p>Wilson noted that the gap between earnings and cash flow was the largest in 25 years because of excess inventory and capital costs that haven't been reflected.</p><p>The S&P 500 is up 5.4% so far this year, and the tech benchmark Nasdaq 100 has surged more than 12%, despite hawkish rhetoric from Fed officials amid economic recovery and still strong inflation and employment data.<a href=\"https://laohu8.com/S/US10Y.BOND\">US 10-Year Treasury Bond Yield</a>Soaring to nearly 4.2% last week, it pulled back last Friday, spurring stocks higher.</p><p>Wilson's cautious approach gained<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Approved by the strategist team, JPMorgan's strategists headed by Mislav Matejka believe that investors are now \"more willing to chase the market\" and suggest using the current strength to reduce risk exposure, because tightening monetary policy will have a lagging impact on the stock market.</p><p>Matejka is also particularly pessimistic on U.S. stocks, saying on Monday that relative valuations and earnings in U.S. stocks are near all-time highs and that they may \"continue to undermine the strong momentum of the past decade.\"</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Morgan Stanley is idling more again: U.S. stocks will rebound in the near future</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; 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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\">\nMorgan Stanley is idling more again: U.S. stocks will rebound in the near future\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-03-06 21:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Chief strategist Michael Wilson said U.S. stocks may still have room to rise before performance headwinds intensify. \"Stocks withstood a critical test of support last week, suggesting this bear market rally isn't ready to end,\" Wilson said Monday, correctly predicting the stock market sell-off and last October's rally. He noted that the S&P 500 is holding above its 200-day moving average and could rise further if the dollar and interest rates continue to pull back after last Friday's decline.</p><p><img src=\"https://static.tigerbbs.com/1072f3a311cda661a6aac98d8766c954\" tg-width=\"576\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While Wilson sees the next resistance for the S&P 500 at 4,150, about 2.5% above last Friday's close, he sees it as a short-term turning point. As fundamentals continue to deteriorate, particularly when it comes to earnings, the market is set to fall further in the medium term, he wrote.</p><p>Despite the surge, Mr Wilson said, \"we don't think that counters the extremely low risk-reward of many stocks right now, given that valuations and earnings estimates are still too high.\" He expects margins to be \"significantly worse than current consensus expectations.\"</p><p>Wilson noted that the gap between earnings and cash flow was the largest in 25 years because of excess inventory and capital costs that haven't been reflected.</p><p>The S&P 500 is up 5.4% so far this year, and the tech benchmark Nasdaq 100 has surged more than 12%, despite hawkish rhetoric from Fed officials amid economic recovery and still strong inflation and employment data.<a href=\"https://laohu8.com/S/US10Y.BOND\">US 10-Year Treasury Bond Yield</a>Soaring to nearly 4.2% last week, it pulled back last Friday, spurring stocks higher.</p><p>Wilson's cautious approach gained<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Approved by the strategist team, JPMorgan's strategists headed by Mislav Matejka believe that investors are now \"more willing to chase the market\" and suggest using the current strength to reduce risk exposure, because tightening monetary policy will have a lagging impact on the stock market.</p><p>Matejka is also particularly pessimistic on U.S. stocks, saying on Monday that relative valuations and earnings in U.S. stocks are near all-time highs and that they may \"continue to undermine the strong momentum of the past decade.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/887537.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4581":"高盛持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4588":"碎股","BK4127":"投资银行业与经纪业","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC",".DJI":"道琼斯","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","MS":"摩根士丹利","BK4534":"瑞士信贷持仓","LU0971096721.USD":"富达环球金融服务 A","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4504":"桥水持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/887537.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317178905","content_text":"摩根士丹利首席策略师威尔逊(Michael Wilson)表示，在业绩不利因素加剧之前，美股可能还有上涨空间。威尔逊周一表示，“股市上周经受住了关键的支撑考验，这表明本轮熊市反弹还没有准备好结束。”威尔逊正确地预测了股市的抛售和去年10月份的反弹。他指出，标准普尔500指数保持在200日移动均线上方，如果美元和利率在上周五下跌后继续回落，可能会进一步上涨。虽然威尔逊认为标准普尔500指数的下一个阻力位在4150点，比上周五的收盘价高出约2.5%，但他认为这是一个短期转折点。他写道，随着基本面继续恶化，特别是在盈利方面，市场中期还会进一步下跌。威尔逊称，尽管股市大涨，但\"我们认为，鉴于估值和获利预估仍过高，我们认为这无法反驳许多股票目前极低的风险回报。\"他预计利润率将\"大大逊于目前的普遍预期\"。威尔逊指出，财报收益和现金流之间的差距是25年来最大的，原因是库存过剩和资本成本尚未反映出来。标准普尔500指数今年以来累计上涨5.4%，科技股基准纳斯达克100指数飙升逾12%，尽管美联储官员在经济复苏、通胀和就业数据依然强劲的情况下发表了强硬言论。美国10年期国债收益率上周飙升至近4.2%，上周五回落，刺激股市走高。威尔逊的谨慎态度获得了摩根大通策略师团队的认可，小摩以Mislav Matejka为首的策略师认为，投资者现在“更愿意追逐市场”，建议利用目前的强势来削减风险敞口，因为货币政策收紧将对股市产生滞后影响。Matejka也特别不看好美国股市，他在周一表示，美国股市的相对估值和收益接近历史高点，而它们可能“继续削弱过去10年的强劲势头”。","news_type":1,"symbols_score_info":{".DJI":0.9,"MS":1}},"isVote":1,"tweetType":1,"viewCount":3676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564193,"gmtCreate":1678057158612,"gmtModify":1678057161993,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564193","repostId":"1154440961","repostType":4,"repost":{"id":"1154440961","kind":"news","pubTimestamp":1677989017,"share":"https://ttm.financial/m/news/1154440961?lang=en_US&edition=fundamental","pubTime":"2023-03-05 12:03","market":"hk","language":"zh","title":"Lei Jun's new story","url":"https://stock-news.laohu8.com/highlight/detail?id=1154440961","media":"全天候科技","summary":"雷军不再侧重讲生态链的故事，而是讲起与小米业务相关的供应链的故事。前几年，小米打造生态链版图，在众多智能设备领域进行布局，逐步让米家终端智能产品渗透到IoT的各个市场中。智能手机市场进入下半场后，雷军","content":"<p><html><head></head><body><b><b>Lei Jun no longer focuses on telling the story of ecological chain,</b></b><b>Instead</b><b><b>Tell the story of the supply chain related to Xiaomi's business.</b></b>In the past few years, Xiaomi has built an ecological chain map, deployed in many smart device fields, and gradually allowed Mijia terminal smart products to penetrate into various IoT markets.</p><p>After the smartphone market entered the second half, Lei Jun no longer focused on the story of the ecological chain, but told the story of the supply chain related to Xiaomi's business.</p><p>Recently, Lei Jun told the story of \"supply chain\" in the \"two sessions\". In 2023, Lei Jun, a representative of the National People's Congress, prepared three proposals, one of which was about promoting the rapid development of bionic humanoid robots. Lei Jun suggested encouraging and supporting the science and technology industry chain and promoting the planning and layout of the bionic humanoid robot industry.</p><p><img src=\"https://static.tigerbbs.com/af0a5d3fa4c549d087facade077bcded\" tg-width=\"1024\" tg-height=\"1324\" referrerpolicy=\"no-referrer\"/></p><p>Also this month, the \"Xiaomi 10 Billion Fund\" launched its second round of financing, and the fundraising scale has increased from more than 6 billion last year to more than 9 billion yuan. The investment objectives of this fund focus on integrated circuits and related upstream and downstream fields.</p><p>Xiaomi's story about the supply chain has made phased progress. Sinolink Securities's previous statistics show that as early as the end of September 2021, Xiaomi invested in as many as 62 companies in the field of smart cars.</p><p>For a long time, \"cost performance\" has been the deepest label on Xiaomi. This has also become the reason why Xiaomi has been criticized by the outside world for \"insufficient self-developed technical capabilities\". The investment in upstream core supply chain companies or technology companies shows Xiaomi's determination to strengthen its voice in the supply chain.</p><p>The opening of the supply chain layout is an attempt by Lei Jun and Xiaomi to seize market opportunities.</p><p>Can Lei Jun's new story be told?</p><p><b>\"Voice\" for the humanoid robot industry chain</b></p><p>Since its debut in August last year, there has been little news about Xiaomi's bionic humanoid robot CyberOne. However, judging from recent developments from Xiaomi, Lei Jun hopes to make more breakthroughs on the track of bionic humanoid robots.</p><p>Among the suggestions on promoting the rapid development of bionic humanoid robots, Lei Jun believes that my country has made key breakthroughs in the core technology of bionic humanoid robots, but it still faces challenges such as the need to improve the performance of core components, insufficient application demand, and lack of large-scale mass production. Challenges such as capacity, imperfect application ecology and supporting support system.</p><p>To this end, he suggested: encouraging and supporting the science and technology industry chain and promoting the planning and layout of the bionic humanoid robot industry; Support complete machine enterprises to take the lead in creating a national innovation consortium and strengthen joint research on core technologies; Build an open industrial ecosystem of bionic humanoid robots and accelerate the cultivation of scene applications.</p><p>In June last year, under the effect of Musk's \"will launch humanoid robots\", concepts related to bionic humanoid robots became hot concepts in the domestic capital market, and this segmented track has also become the hottest track in the robotics industry.</p><p>Two months later, Xiaomi released the prototype bionic robot CyberOne (internal stage name \"Tieda\") at Lei Jun's annual speech before Tesla, and this enthusiasm also reached its peak.</p><p>The CyberOne launched by Xiaomi is not a PPT or a prop, but a prototype that can be taken out and interact with people. Unfortunately, the cost of CyberOne is as high as 600,000 to 700,000 yuan per unit, and it is not yet possible to achieve mass production. At that time, Lei Jun admitted that Xiaomi was still in the first stage of its infancy with the highest degree of technology integration and difficulty.</p><p>Turning its attention abroad, the humanoid robot Optimus Prime released by Tesla on AI Day last year also did not reach the previously claimed level. In Musk's words, \"It's not quite ready to walk, but I think it will walk in a few weeks.\"</p><p>Musk has previously released bold statements: the target price of Optimus Prime Optimus may be less than US $20,000, and more than one million units will be mass-produced. However, Musk revealed the recent progress of Optimus Optimus at Tesla Investor Day: \"It doesn't work properly, but things are getting better.\"</p><p>Tesla is still increasing its investment in humanoid robots. All-Weather Technology found that Tesla China recently released job recruitment information in the direction of robotics, including automation control engineer (robot), electrical design engineer-robot development and application direction.</p><p>The prospects given by institutions are tempting. Global market research organization Marketsandmarkets predicts that the global humanoid robot market will increase from US $1.5 billion in 2022 to US $17.3 billion in 2027. Minsheng Securities believes that humanoid robots are expected to become another entrance after mobile phones and cars, with huge commercial value.</p><p>But it is undeniable that the bionic humanoid robot track is a track that requires long-term investment.</p><p>Domestically, there are still many realities that have to be solved in front of this track, such as core components, underlying operating systems and chips of robots, system design software, etc.</p><p><b>Tens of billions of funds focus on the integrated circuit industry chain</b></p><p>After raising more than 6 billion yuan for the first time last year, the \"Xiaomi Ten Billion Fund\" launched its second round of financing this month.</p><p>On March 2, Kingsoft announced that the company's subsidiaries Wuhan Kingsoft, Xiaomi Beijing, Xiaomi Wuhan, etc., entered into partnership agreements with other investors regarding the establishment of equity investment funds in integrated circuit-related fields, with an expected total scale of 10 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/2eaf1f7c5e348d7da105e2c9435c44cb\" tg-width=\"1024\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p>In addition to Lei Jun's Xiaomi and Jinshan, the fund LP also includes Beijing Guidance Fund and Yizhuang State Investment, Tianjin Haichuang, Tianjin State-owned Beijing, Hainan Huaying Kaitai, Guangzhou Huaduo, Industrial Securities Investment, Zhaoyi Innovation, etc.</p><p>Compared with the initial fundraising in July last year, the fund has five more new faces: Wuhan Jinshan, Beijing Guidance Fund, Naxing Venture Capital, Diaowei, and Xinyin Haohong. The scale of the fund has also increased from 6.33 billion yuan in the first financing to 9.03 billion yuan, close to the target scale of 10 billion yuan.</p><p>According to industrial and commercial information, the full name of the fund is: Beijing Xiaomi Zhizao Equity Investment Fund Partnership (Limited Partnership) (hereinafter referred to as \"Xiaomi Zhizao\"), which was registered and established on September 18, 2021, and the filing will be completed on April 6, 2022.</p><p>Regarding the role of the fund, Kingsoft said that it is mainly engaged in equity investment or quasi-equity investment, or investment-related activities in unlisted companies.</p><p>The main targets are integrated circuits, as well as related upstream and downstream fields, covering new generation information technology, intelligent manufacturing, new materials, artificial intelligence, displays and display devices, automotive electronics, as well as upstream and downstream applications related to mobile terminal consumer goods and smart devices and supply chain.</p><p>It is not difficult to find that these are closely related to Xiaomi's current business of mobile phones and cars. For a long time, most of Xiaomi's investment business has basically focused on its main business and future development direction, carrying out technological upgrading and industrial chain layout, such as artificial intelligence, Internet of Things, automobiles and semiconductors.</p><p>Since the announcement of car manufacturing, Xiaomi has deployed a number of companies related to the automotive industry chain through investment and shareholding. According to Sinolink Securities's previous statistics, as early as the end of September 2021, Xiaomi invested in as many as 62 companies in the field of smart cars, including 17 companies in smart driving layout, 13 companies in smart electric layout, and 6 companies in smart cockpit layout. Among them, 22 companies are new investments in 2021.</p><p>Previously, most of Xiaomi's semiconductor investment actions were completed through Xiaomi Yangtze River Industrial Investment Fund. After the establishment of Xiaomi Zhichao, it focused more on the collaborative investment direction of Xiaomi's automotive business.</p><p>Public information shows that more than ten projects currently invested by Xiaomi Zhizao abroad all involve the automotive industry chain, including semiconductors, power batteries, core equipment parts and other links in the automotive industry chain.</p><p>Some industry analysts believe that Lei Jun's layout of the upstream and downstream fields of the integrated circuit industry is exactly the same as his previous layout of the Xiaomi ecological chain. This will help it further enhance the vertical integration capabilities of the vehicle business and ensure the supply of key automotive components and software systems.</p><p></body></html></p>","source":"qthkj","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>Lei Jun's new story</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\">\nLei Jun's new story\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2023-03-05 12:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b><b>Lei Jun no longer focuses on telling the story of ecological chain,</b></b><b>Instead</b><b><b>Tell the story of the supply chain related to Xiaomi's business.</b></b>In the past few years, Xiaomi has built an ecological chain map, deployed in many smart device fields, and gradually allowed Mijia terminal smart products to penetrate into various IoT markets.</p><p>After the smartphone market entered the second half, Lei Jun no longer focused on the story of the ecological chain, but told the story of the supply chain related to Xiaomi's business.</p><p>Recently, Lei Jun told the story of \"supply chain\" in the \"two sessions\". In 2023, Lei Jun, a representative of the National People's Congress, prepared three proposals, one of which was about promoting the rapid development of bionic humanoid robots. Lei Jun suggested encouraging and supporting the science and technology industry chain and promoting the planning and layout of the bionic humanoid robot industry.</p><p><img src=\"https://static.tigerbbs.com/af0a5d3fa4c549d087facade077bcded\" tg-width=\"1024\" tg-height=\"1324\" referrerpolicy=\"no-referrer\"/></p><p>Also this month, the \"Xiaomi 10 Billion Fund\" launched its second round of financing, and the fundraising scale has increased from more than 6 billion last year to more than 9 billion yuan. The investment objectives of this fund focus on integrated circuits and related upstream and downstream fields.</p><p>Xiaomi's story about the supply chain has made phased progress. Sinolink Securities's previous statistics show that as early as the end of September 2021, Xiaomi invested in as many as 62 companies in the field of smart cars.</p><p>For a long time, \"cost performance\" has been the deepest label on Xiaomi. This has also become the reason why Xiaomi has been criticized by the outside world for \"insufficient self-developed technical capabilities\". The investment in upstream core supply chain companies or technology companies shows Xiaomi's determination to strengthen its voice in the supply chain.</p><p>The opening of the supply chain layout is an attempt by Lei Jun and Xiaomi to seize market opportunities.</p><p>Can Lei Jun's new story be told?</p><p><b>\"Voice\" for the humanoid robot industry chain</b></p><p>Since its debut in August last year, there has been little news about Xiaomi's bionic humanoid robot CyberOne. However, judging from recent developments from Xiaomi, Lei Jun hopes to make more breakthroughs on the track of bionic humanoid robots.</p><p>Among the suggestions on promoting the rapid development of bionic humanoid robots, Lei Jun believes that my country has made key breakthroughs in the core technology of bionic humanoid robots, but it still faces challenges such as the need to improve the performance of core components, insufficient application demand, and lack of large-scale mass production. Challenges such as capacity, imperfect application ecology and supporting support system.</p><p>To this end, he suggested: encouraging and supporting the science and technology industry chain and promoting the planning and layout of the bionic humanoid robot industry; Support complete machine enterprises to take the lead in creating a national innovation consortium and strengthen joint research on core technologies; Build an open industrial ecosystem of bionic humanoid robots and accelerate the cultivation of scene applications.</p><p>In June last year, under the effect of Musk's \"will launch humanoid robots\", concepts related to bionic humanoid robots became hot concepts in the domestic capital market, and this segmented track has also become the hottest track in the robotics industry.</p><p>Two months later, Xiaomi released the prototype bionic robot CyberOne (internal stage name \"Tieda\") at Lei Jun's annual speech before Tesla, and this enthusiasm also reached its peak.</p><p>The CyberOne launched by Xiaomi is not a PPT or a prop, but a prototype that can be taken out and interact with people. Unfortunately, the cost of CyberOne is as high as 600,000 to 700,000 yuan per unit, and it is not yet possible to achieve mass production. At that time, Lei Jun admitted that Xiaomi was still in the first stage of its infancy with the highest degree of technology integration and difficulty.</p><p>Turning its attention abroad, the humanoid robot Optimus Prime released by Tesla on AI Day last year also did not reach the previously claimed level. In Musk's words, \"It's not quite ready to walk, but I think it will walk in a few weeks.\"</p><p>Musk has previously released bold statements: the target price of Optimus Prime Optimus may be less than US $20,000, and more than one million units will be mass-produced. However, Musk revealed the recent progress of Optimus Optimus at Tesla Investor Day: \"It doesn't work properly, but things are getting better.\"</p><p>Tesla is still increasing its investment in humanoid robots. All-Weather Technology found that Tesla China recently released job recruitment information in the direction of robotics, including automation control engineer (robot), electrical design engineer-robot development and application direction.</p><p>The prospects given by institutions are tempting. Global market research organization Marketsandmarkets predicts that the global humanoid robot market will increase from US $1.5 billion in 2022 to US $17.3 billion in 2027. Minsheng Securities believes that humanoid robots are expected to become another entrance after mobile phones and cars, with huge commercial value.</p><p>But it is undeniable that the bionic humanoid robot track is a track that requires long-term investment.</p><p>Domestically, there are still many realities that have to be solved in front of this track, such as core components, underlying operating systems and chips of robots, system design software, etc.</p><p><b>Tens of billions of funds focus on the integrated circuit industry chain</b></p><p>After raising more than 6 billion yuan for the first time last year, the \"Xiaomi Ten Billion Fund\" launched its second round of financing this month.</p><p>On March 2, Kingsoft announced that the company's subsidiaries Wuhan Kingsoft, Xiaomi Beijing, Xiaomi Wuhan, etc., entered into partnership agreements with other investors regarding the establishment of equity investment funds in integrated circuit-related fields, with an expected total scale of 10 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/2eaf1f7c5e348d7da105e2c9435c44cb\" tg-width=\"1024\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p>In addition to Lei Jun's Xiaomi and Jinshan, the fund LP also includes Beijing Guidance Fund and Yizhuang State Investment, Tianjin Haichuang, Tianjin State-owned Beijing, Hainan Huaying Kaitai, Guangzhou Huaduo, Industrial Securities Investment, Zhaoyi Innovation, etc.</p><p>Compared with the initial fundraising in July last year, the fund has five more new faces: Wuhan Jinshan, Beijing Guidance Fund, Naxing Venture Capital, Diaowei, and Xinyin Haohong. The scale of the fund has also increased from 6.33 billion yuan in the first financing to 9.03 billion yuan, close to the target scale of 10 billion yuan.</p><p>According to industrial and commercial information, the full name of the fund is: Beijing Xiaomi Zhizao Equity Investment Fund Partnership (Limited Partnership) (hereinafter referred to as \"Xiaomi Zhizao\"), which was registered and established on September 18, 2021, and the filing will be completed on April 6, 2022.</p><p>Regarding the role of the fund, Kingsoft said that it is mainly engaged in equity investment or quasi-equity investment, or investment-related activities in unlisted companies.</p><p>The main targets are integrated circuits, as well as related upstream and downstream fields, covering new generation information technology, intelligent manufacturing, new materials, artificial intelligence, displays and display devices, automotive electronics, as well as upstream and downstream applications related to mobile terminal consumer goods and smart devices and supply chain.</p><p>It is not difficult to find that these are closely related to Xiaomi's current business of mobile phones and cars. For a long time, most of Xiaomi's investment business has basically focused on its main business and future development direction, carrying out technological upgrading and industrial chain layout, such as artificial intelligence, Internet of Things, automobiles and semiconductors.</p><p>Since the announcement of car manufacturing, Xiaomi has deployed a number of companies related to the automotive industry chain through investment and shareholding. According to Sinolink Securities's previous statistics, as early as the end of September 2021, Xiaomi invested in as many as 62 companies in the field of smart cars, including 17 companies in smart driving layout, 13 companies in smart electric layout, and 6 companies in smart cockpit layout. Among them, 22 companies are new investments in 2021.</p><p>Previously, most of Xiaomi's semiconductor investment actions were completed through Xiaomi Yangtze River Industrial Investment Fund. After the establishment of Xiaomi Zhichao, it focused more on the collaborative investment direction of Xiaomi's automotive business.</p><p>Public information shows that more than ten projects currently invested by Xiaomi Zhizao abroad all involve the automotive industry chain, including semiconductors, power batteries, core equipment parts and other links in the automotive industry chain.</p><p>Some industry analysts believe that Lei Jun's layout of the upstream and downstream fields of the integrated circuit industry is exactly the same as his previous layout of the Xiaomi ecological chain. This will help it further enhance the vertical integration capabilities of the vehicle business and ensure the supply of key automotive components and software systems.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://awtmt.com/articles/3683320\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://awtmt.com/articles/3683320","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154440961","content_text":"雷军不再侧重讲生态链的故事，而是讲起与小米业务相关的供应链的故事。前几年，小米打造生态链版图，在众多智能设备领域进行布局，逐步让米家终端智能产品渗透到IoT的各个市场中。智能手机市场进入下半场后，雷军不再侧重讲生态链的故事，而是讲起与小米业务相关的供应链的故事。近日，雷军将“供应链”的故事讲上了“两会”。2023年，作为全国人大代表的雷军准备了3份建议案，其中一份关于推动仿生人形机器人快速发展。雷军建议，鼓励扶持科创产业链，推进仿生人形机器人产业规划布局。同样在这个月，“小米百亿基金”开展了第二轮融资，募资规模已从去年60多亿增至90多亿元。而这支基金的投资目标着重于集成电路以及相关上游及下游领域。小米关于供应链的故事已取得阶段性进展。国金证券此前统计数据显示，早在2021年9月底，小米投资布局有关智能汽车领域的企业多达62家。一直以来，“性价比”是小米身上最深的标签。这也成为小米被外界诟病“自研技术能力不足”的原因。而对上游核心供应链企业或技术企业的投资，表明小米希望强供应链话语权的决心。供应链布局的开启，是雷军和小米试图抓住市场机遇的一次蓄力与尝试。雷军的新故事能否讲成？为人形机器人产业链“发声”去年8月亮相之后，有关小米仿生人形机器人CyberOne的消息一直不多。不过最近从小米传出的动态来看，雷军希望能在仿生人形机器人这个赛道上有更多的突破。在关于推动仿生人形机器人快速发展的建议中，雷军认为，目前我国在仿生人形机器人核心技术方面已取得关键突破，但仍然面临核心部组件性能有待提升、应用需求牵引不足、不具备规模化量产能力、应用生态和配套支撑体系不健全等挑战。为此，他建议：鼓励扶持科创产业链，推进仿生人形机器人产业规划布局；支持整机企业牵头创建国家创新联合体，加强核心技术联合攻关；构建仿生人形机器人开放产业生态，加速场景应用培育。去年6月，在马斯克“将推出人形机器人”效应下，仿生人形机器人相关概念成为国内资本市场上的热门概念，这个细分赛道也成为机器人行业最热的赛道。两个月后，小米先于特斯拉在雷军年度演讲会上发布原型仿生机器人CyberOne（内部艺名“铁大”），这股热情也随之达到峰值。小米推出的CyberOne不是PPT，也不是道具，是可以拿出手的原型机，能与人进行互动。遗憾的是，CyberOne的成本每台高达六、七十万元，尚无法实现量产。彼时，雷军坦承，形仿生机器人的技术集成度最高、难度也最大，小米还处于刚刚起步的第一阶段。将视线转向国外，特斯拉在去年AI Day上发布的人形机器人擎天柱Optimus，同样没有达到此前宣称的水平。用马斯克的话来说，“它还没有完全准备好走路，但我认为它会在几周内走路。”马斯克此前放出豪言：擎天柱Optimus的目标价格可能低于2万美元，还要量产百万台之上。然而，马斯克在特斯拉投资者日上透露了擎天柱Optimus的最近进展：“无法正常工作，不过情况正在好转。”特斯拉仍在不断加大关于人形机器人的投入。全天候科技发现，特斯拉中国近期发布了机器人方向的岗位招聘信息，包括自动化控制工程师（机器人）、电气设计工程师-机器人开发及其应用方向。机构给出的前景很诱人。全球市场研究机构Marketsandmarkets预测，全球人形机器人市场规模将从2022年的15亿美元提升至2027年的173亿美元。民生证券认为，人形机器人有望成为继手机、汽车后的又一入口，商业价值巨大。但不可否认，仿生人形机器人赛道是一个需要长期投入的赛道。就国内而言，摆在这条赛道面前且不得不解决的现实还不少，如核心零部件、机器人底层操作系统与芯片、系统设计软件等。百亿基金聚焦集成电路产业链在去年首次募资超60亿元后，“小米百亿基金”在这个月又展开了第二轮融资。3月2日，金山软件公告称，公司附属公司武汉金山、小米北京、小米武汉等，与其他投资者订立合伙协议，内容有关成立集成电路相关领域股权投资基金，预期总规模100亿元。除雷军系的小米、金山外，该基金LP还包含北京国资背景的北京市引导基金、亦庄国投，天津国资北京的天津海创，以及海南华盈开泰、广州华多、兴证投资、兆易创新等。相较去年7月首次募资，该基金多5位新面孔：武汉金山、北京市引导基金、纳星创投、帝奥微、信银浩鸿。基金规模也从首次融资的63.3亿元增至90.3亿元，接近百亿目标规模。工商信息显示，该基金全名为：北京小米智造股权投资基金合伙企业（有限合伙）（以下简称“小米智造”），2021年9月18日注册成立，2022年4月6日完成备案。对于该基金的作用，金山软件称：主要从事股权投资或准股权投资，或对非上市公司进行投资相关活动。主要对象便是集成电路，以及相关上游及下游领域，涵盖新一代信息科技、 智能制造、新材料、人工智能、显示器及显示装置、汽车电子，以及有关移动终端消费品、智能装置的上游及下游应用及供应链。从中不难发现，这些与小米当前业务手机、汽车密切相关。一直以来，小米的大部分投资业务基本围绕其主营业务和未来发展方向，进行技术提升和产业链布局，例如人工智能、物联网、汽车和半导体等。自宣布造车以来，小米就通过投资及入股等方式，布局多家汽车产业链相关企业。据国金证券此前统计，早在2021年9月底，小米投资布局有关智能汽车领域的企业多达62家，其中智能驾驶布局17家企业，智能电动布局13家企业，智能座舱布局6家企业，当中有22家企业是2021年新增投资。此前，小米多数半导体投资动作是通过小米长江产业投资基金完成的。小米智造成立后，其更聚焦小米汽车业务协同投资方向。公开信息显示，小米智造目前对外投资的十余个项目，均涉及汽车产业链，包括汽车产业链半导体、动力电池、核心设备零件等多个环节。有行业人士分析认为，雷军布局集成电路产业上下游领域，与此前布局小米生态链如出一辙。这有利于其进一步提升整车业务的垂直整合能力，保障汽车关键零部件和软件系统供应。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564376,"gmtCreate":1678057149996,"gmtModify":1678057151965,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564376","repostId":"2317152105","repostType":4,"isVote":1,"tweetType":1,"viewCount":3025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564012,"gmtCreate":1678057136737,"gmtModify":1678057140559,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564012","repostId":"2317151532","repostType":4,"repost":{"id":"2317151532","kind":"highlight","pubTimestamp":1678005276,"share":"https://ttm.financial/m/news/2317151532?lang=en_US&edition=fundamental","pubTime":"2023-03-05 16:34","market":"us","language":"zh","title":"Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=2317151532","media":"华尔街见闻","summary":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还","content":"<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automotive markets in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automotive market gradually rises, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. They have also improved the battery capacity through technological improvements, thereby extending the original cruising range. They have been very popular among car companies in recent years.</p><p>Research by consulting firm Adamas Intelligence shows that last year, lithium iron phosphate battery technology accounted for about half of the battery capacity of electric vehicles sold in China; In the United States, this proportion is only 9%, and it was even zero in the previous year. But that trend is about to change-there are signs that this battery technology, which is popular in China, is entering the electric vehicle markets in the United States and Japan, and grabbing market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after the new $1.6 billion plant goes online next year; By 2027, the company plans to supply enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery production capacity in the United States, the consulting firm expects that,<b>All major automakers will tend to use the battery on entry-level EVs; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that judging from the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>U.S. battery start-up Kore Power also predicts that the demand for lithium iron phosphate batteries in the United States will continue to grow. The plant the company plans to open in Arizona by the end of 2024 will have two assembly lines, one for one of the mainstream lithium-ion batteries-nickel-manganese-cobalt (NMC), and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Etc. are also promoting the use of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the same time, Ford Motor announced that the two parties will cooperate in building a new power battery factory in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to US $3.5 billion in the new factory. CATL will provide technical and service support for its production and license patented battery technologies; Ford engineers will be responsible for the integration of batteries and vehicles, and some equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate battery enters Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture, Japan launched a plan to build Japan's largest battery factory, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts) and can store 450,000 The electricity consumption of 50,000 households in a day.</p><p>Leading the project is PowerX, a renewable energy start-up established in 2021 (located in Minato-ku, Tokyo). As the driving force, PowerX has set its sights on lithium iron phosphate batteries, instead of the current mainstream product of fixed batteries-ternary lithium batteries using cobalt or nickel. The company will use fixed lithium iron phosphate batteries mass-produced in the new factory and strive to build 7,000 pure electric vehicle charging equipment in Japan by 2030.</p><p><h2>Chinese companies accelerate expansion</h2>Data shows that Chinese companies have an overwhelming advantage in the field of automotive batteries as the main battlefield.</p><p>Data from the South Korean SNE survey show that in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>, the top two places are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the expansion speed of the electric vehicle market. After 2010, China issued subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location selection of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's Contemporary Amperex Technology Co., Limited, the world's largest vehicle battery company, is also leading the way.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that the company's battery can make pure electric vehicles last more than 700 kilometers on a single charge. CATL will launch the \"M3P\" battery improved from lithium iron phosphate battery in 2023. The range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion batteries, which are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the United States because they had worse endurance than batteries like NMC, but could be recharged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said endurance is seen as too important for U.S. drivers to sacrifice it for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would recommend you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As electric vehicle sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>In the past three years, the price of nickel has more than doubled; When the Russia-Ukraine conflict broke out a year ago, nickel prices also soared. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are very poor. Between 2020 and 2022, cobalt prices also rose sharply before falling back to levels they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>In addition, the adoption of public charging stations, driven by federal government subsidies, will accelerate, potentially reducing driver concerns about battery life. From a safety point of view, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk warning and disclaimer clause</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions or conclusions in this article are appropriate for their particular circumstances. Invest accordingly at your own responsibility.</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>Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars</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\">\nCapturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars\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\">2023-03-05 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automotive markets in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automotive market gradually rises, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. They have also improved the battery capacity through technological improvements, thereby extending the original cruising range. They have been very popular among car companies in recent years.</p><p>Research by consulting firm Adamas Intelligence shows that last year, lithium iron phosphate battery technology accounted for about half of the battery capacity of electric vehicles sold in China; In the United States, this proportion is only 9%, and it was even zero in the previous year. But that trend is about to change-there are signs that this battery technology, which is popular in China, is entering the electric vehicle markets in the United States and Japan, and grabbing market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after the new $1.6 billion plant goes online next year; By 2027, the company plans to supply enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery production capacity in the United States, the consulting firm expects that,<b>All major automakers will tend to use the battery on entry-level EVs; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that judging from the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>U.S. battery start-up Kore Power also predicts that the demand for lithium iron phosphate batteries in the United States will continue to grow. The plant the company plans to open in Arizona by the end of 2024 will have two assembly lines, one for one of the mainstream lithium-ion batteries-nickel-manganese-cobalt (NMC), and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Etc. are also promoting the use of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the same time, Ford Motor announced that the two parties will cooperate in building a new power battery factory in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to US $3.5 billion in the new factory. CATL will provide technical and service support for its production and license patented battery technologies; Ford engineers will be responsible for the integration of batteries and vehicles, and some equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate battery enters Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture, Japan launched a plan to build Japan's largest battery factory, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts) and can store 450,000 The electricity consumption of 50,000 households in a day.</p><p>Leading the project is PowerX, a renewable energy start-up established in 2021 (located in Minato-ku, Tokyo). As the driving force, PowerX has set its sights on lithium iron phosphate batteries, instead of the current mainstream product of fixed batteries-ternary lithium batteries using cobalt or nickel. The company will use fixed lithium iron phosphate batteries mass-produced in the new factory and strive to build 7,000 pure electric vehicle charging equipment in Japan by 2030.</p><p><h2>Chinese companies accelerate expansion</h2>Data shows that Chinese companies have an overwhelming advantage in the field of automotive batteries as the main battlefield.</p><p>Data from the South Korean SNE survey show that in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>, the top two places are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the expansion speed of the electric vehicle market. After 2010, China issued subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location selection of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's Contemporary Amperex Technology Co., Limited, the world's largest vehicle battery company, is also leading the way.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that the company's battery can make pure electric vehicles last more than 700 kilometers on a single charge. CATL will launch the \"M3P\" battery improved from lithium iron phosphate battery in 2023. The range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion batteries, which are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the United States because they had worse endurance than batteries like NMC, but could be recharged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said endurance is seen as too important for U.S. drivers to sacrifice it for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would recommend you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As electric vehicle sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>In the past three years, the price of nickel has more than doubled; When the Russia-Ukraine conflict broke out a year ago, nickel prices also soared. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are very poor. Between 2020 and 2022, cobalt prices also rose sharply before falling back to levels they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>In addition, the adoption of public charging stations, driven by federal government subsidies, will accelerate, potentially reducing driver concerns about battery life. From a safety point of view, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk warning and disclaimer clause</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions or conclusions in this article are appropriate for their particular circumstances. Invest accordingly at your own responsibility.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683316\">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/71508db02e3f35325f3ef64850795280","relate_stocks":{"NCA":"纽文加州市政价值基金"},"source_url":"https://wallstreetcn.com/articles/3683316","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317151532","content_text":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还通过技术提升改进了电池容量，从而延长了原本的续航里程，近年来十分受车企的青睐。咨询公司 Adamas Intelligence 的研究显示，去年，磷酸铁锂电池技术占中国销售电动汽车电池容量的一半左右；而在美国这一比例仅为9%，在前一年甚至为零。但这一趋势即将发生变化——种种迹象显示，这项在中国风靡的电池技术正在进军美国和日本的电动汽车市场，并抢占传统锂电池的市场份额。美国掀起磷酸铁锂电池的“浪潮”近日，初创企业 Our Next Energy 宣布将开始在密歇根州生产磷酸铁锂电池。在明年16亿美元的新工厂投产后，该公司将继续进行扩张；到2027年，该公司计划为20万辆电动汽车提供足够的磷酸铁锂电池。据媒体报道，Adamas Intelligence 创始人 Ryan Castilloux 表示，磷酸铁锂电池无疑在电池行业掀起了第二次浪潮，而这一浪潮正开始向西方移动。Adamas Intelligence的数据和分析主管 Alla Kolesnikova 表示，虽然在美国已宣布的电池产能中，磷酸铁锂电池的比例不超过20%，但该咨询公司预计，所有主要汽车制造商都将倾向于在入门级电动汽车上使用该电池；在下一个十年的中期，美国磷酸铁锂电池的份额将提高至接近30%。据高盛预测，从2025年的纯电动汽车用电池份额来看，磷酸铁锂电池将达到36％，比2020年高出14个百分点。美国电池初创企业 Kore Power 也预计，美国对磷酸铁锂电池的需求将不断增长。该公司计划于2024年底在亚利桑那州开设的工厂将有两条装配线，一条用于主流锂离子电池之一——镍锰钴（NMC），另一条用于磷酸铁锂电池。美国汽车制造商特斯拉和福特汽车等也正在推进采用磷酸铁锂电池。上个月，宁德时代和福特汽车同时宣布，双方将在美国密歇根州新建动力电池工厂合作生产磷酸铁锂电池，新工厂投资高达35亿美元。宁德时代将为其生产提供技术与服务支持，就电池专利技术进行许可；福特工程师将会负责电芯与整车集成工作，部分设备来自中国。通用汽车的一位高管在2月份表示，该公司也正在探索使用磷酸铁锂电池来降低成本的可能性。磷酸铁锂电池进军日本车市据日媒报道，2月3日，日本冈山县启动了新建日本最大规模蓄电池工厂的计划，预定2024年投产，蓄电池年产能为5吉瓦时（1吉瓦为10亿瓦），可储存45万户家庭一天的用电量。主导该项目的是2021年成立的可再生能源初创企业 PowerX（位于东京都港区）。作为原动力，PowerX 将目光投向了磷酸铁锂电池，而不是目前固定型蓄电池的主流产品——使用钴或镍的三元锂电池。该公司将使用新工厂量产的固定型磷酸铁锂电池，力争2030年前在日本建设7000处纯电动汽车充电设备。中国企业加速扩张数据显示，在作为主战场的车载用电池领域，中国企业占据压倒性优势。韩国SNE调查的数据显示，在2022年1至11月车载电池使用量上，排在第一的是宁德时代，第二位是比亚迪，前两位都被中国企业占据。全球份额前十的企业中，中国企业有6家，总份额超过6成。与此同时，中国在电动汽车市场的扩张速度方面也领跑全球其他国家。2010年以后，中国向纯电动汽车等新能源汽车发放补贴，在电池工厂的选址等方面也提供优惠，电池产业加快扩大。在磷酸铁锂电池的技术革新方面，一马当先的也是全球最大的车载电池企业——中国的宁德时代。2022年7月，宁德时代首席科学家吴凯表示，该公司的电池充电一次可以使纯电动汽车续航700公里以上。宁德时代将于2023年推出由磷酸铁锂电池改进而来的“M3P”电池。续航距离可超过日产汽车的“Leaf”等主要纯电动汽车。为什么是磷酸铁锂电池？磷酸铁锂电池是锂离子电池的一种形式，是使用锂、铁、磷的“无钴”电池。美国目前销售的电动汽车电池主要是镍锰钴NMC或镍钴铝（NCA）这种主流锂离子电池。在此之前，磷酸铁锂电池在美国一直不太受欢迎，因为它的续航能力比NMC等电池更差，但在性能大幅下降之前可以充电更多次。Lux Research 首席电池分析师 Chloe Herrera 说，对于美国司机来说，续航能力被视为太重要了，不能为了价格而牺牲它：“在美国电池行业，如果你在四年前与任何人交谈，没有人会建议你在汽车上使用磷酸铁锂电池。”而推动美国对磷酸铁锂技术产生新兴趣的一个因素是，富镍电池的成本远高于磷酸铁锂电池技术。随着电动汽车销量的增长，镍和钴等稀有金属的成本也在上升。在过去三年里，镍的价格翻了一倍多；一年前俄乌冲突爆发时，镍价也大幅飙升。而另一边，世界上大部分的钴都是在刚果民主共和国开采的，那里工作条件十分恶劣。在2020年至2022年期间，钴价也大幅上涨，然后才回落至大约三年前的水平。作为典型的“无钴电池”，磷酸铁锂电池的优势可见一斑。随着专利到期，磷酸铁锂电池技术的价格在美国也变得更加低廉。此外，在联邦政府补贴的推动下，公共充电站的普及将会加速，可能会减少司机对电池续航能力的担忧。从安全性上来看，磷酸铁锂电池也比富镍电池更不容易着火。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"NCA":1}},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940805739,"gmtCreate":1677786449221,"gmtModify":1677786453774,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940805739","repostId":"1190656437","repostType":4,"repost":{"id":"1190656437","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":1677769614,"share":"https://ttm.financial/m/news/1190656437?lang=en_US&edition=fundamental","pubTime":"2023-03-02 23:06","market":"us","language":"zh","title":"Bilibili turned from falling to rising, with average daily active users in Q4 increasing by 29% year-on-year","url":"https://stock-news.laohu8.com/highlight/detail?id=1190656437","media":"老虎资讯综合","summary":"3月2日，哔哩哔哩持续拉升，现涨近5%，盘初一度跌6%；B站四季度日均活跃用户同比增长29%，毛利率提升至20.3%。","content":"<p><html><head></head><body>March 2,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It continued to rise, now up nearly 5%, and once fell 6% at the beginning of the session; In the fourth quarter, the average daily active users of Station B increased by 29% year-on-year, and the gross profit margin increased to 20.3%.</p><p><img src=\"https://static.tigerbbs.com/f3d5dcb17db87eaf50cf3e8fba0cad5f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>Bilibili turned from falling to rising, with average daily active users in Q4 increasing by 29% year-on-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\">\nBilibili turned from falling to rising, with average daily active users in Q4 increasing by 29% year-on-year\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\">2023-03-02 23:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>March 2,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It continued to rise, now up nearly 5%, and once fell 6% at the beginning of the session; In the fourth quarter, the average daily active users of Station B increased by 29% year-on-year, and the gross profit margin increased to 20.3%.</p><p><img src=\"https://static.tigerbbs.com/f3d5dcb17db87eaf50cf3e8fba0cad5f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"09626":"哔哩哔哩-W","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4577":"网络游戏","BK4588":"碎股","BK4548":"巴美列捷福持仓","BILI":"哔哩哔哩","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4509":"腾讯概念","BK1588":"回港中概股","BK4510":"在线教育","BK1608":"元宇宙概念","BK1104":"互动家庭娱乐","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK4531":"中概回港概念","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4566":"资本集团","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4085":"互动家庭娱乐"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190656437","content_text":"3月2日，哔哩哔哩持续拉升，现涨近5%，盘初一度跌6%；B站四季度日均活跃用户同比增长29%，毛利率提升至20.3%。","news_type":1,"symbols_score_info":{"09626":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940801967,"gmtCreate":1677778793460,"gmtModify":1677778797468,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940801967","repostId":"1146418972","repostType":4,"repost":{"id":"1146418972","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":1677768643,"share":"https://ttm.financial/m/news/1146418972?lang=en_US&edition=fundamental","pubTime":"2023-03-02 22:50","market":"us","language":"zh","title":"Silvergate plunged nearly 50% early in the session after announcing a postponement of its 2022 annual report","url":"https://stock-news.laohu8.com/highlight/detail?id=1146418972","media":"老虎资讯综合","summary":"3月2日，Silvergate盘初暴跌近50%，此前宣布推迟其2022年度报告，正在评估其作为持续经营企业的能力。Silvergate是加密货币行业有影响力的银行，但该公司目前正面临着一场金融危机，这","content":"<p><html><head></head><body>March 2,<a href=\"https://laohu8.com/S/SI\">Silvergate</a>Plunged nearly 50% at the beginning of the session after announcing the postponement of its 2022 annual report and is evaluating its ability to be a going concern.</p><p>Silvergate is an influential bank in the cryptocurrency industry, but the company is currently facing a financial crisis triggered by the collapse of one of its customers, the crypto exchange FTX. Silvergate said the company was assessing its ability to continue in business and \"reassessing its business and strategy in light of the current business and regulatory challenges it faces\". The bank's stock price has plunged 90% over the past year. Analysts say the Silvergate crisis has the potential to hit cryptocurrency prices and exacerbate liquidity problems that have existed since the collapse of FTX, all of which could make cryptocurrencies more volatile.</p><p><img src=\"https://static.tigerbbs.com/0c801647f64a6704fb23935f121099fd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>Silvergate plunged nearly 50% early in the session after announcing a postponement of its 2022 annual report</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\">\nSilvergate plunged nearly 50% early in the session after announcing a postponement of its 2022 annual report\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\">2023-03-02 22:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>March 2,<a href=\"https://laohu8.com/S/SI\">Silvergate</a>Plunged nearly 50% at the beginning of the session after announcing the postponement of its 2022 annual report and is evaluating its ability to be a going concern.</p><p>Silvergate is an influential bank in the cryptocurrency industry, but the company is currently facing a financial crisis triggered by the collapse of one of its customers, the crypto exchange FTX. Silvergate said the company was assessing its ability to continue in business and \"reassessing its business and strategy in light of the current business and regulatory challenges it faces\". The bank's stock price has plunged 90% over the past year. Analysts say the Silvergate crisis has the potential to hit cryptocurrency prices and exacerbate liquidity problems that have existed since the collapse of FTX, all of which could make cryptocurrencies more volatile.</p><p><img src=\"https://static.tigerbbs.com/0c801647f64a6704fb23935f121099fd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"SI":"Shoulder Innovations, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146418972","content_text":"3月2日，Silvergate盘初暴跌近50%，此前宣布推迟其2022年度报告，正在评估其作为持续经营企业的能力。Silvergate是加密货币行业有影响力的银行，但该公司目前正面临着一场金融危机，这场危机是由其客户之一的加密交易所FTX倒闭引发的。Silvergate表示，该公司正在评估其继续经营的能力，并“根据目前面临的业务和监管挑战，重新评估其业务和战略”。过去一年，该银行的股价已经暴跌了90%。分析师称Silvergate的危机有可能打击加密货币价格，并加剧自FTX倒闭以来就存在的流动性问题，所有的这些因素都可能会导致加密货币变得更加不稳定。","news_type":1,"symbols_score_info":{"SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940803751,"gmtCreate":1677778734874,"gmtModify":1677778738557,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940803751","repostId":"2316495692","repostType":4,"repost":{"id":"2316495692","kind":"highlight","pubTimestamp":1677772257,"share":"https://ttm.financial/m/news/2316495692?lang=en_US&edition=fundamental","pubTime":"2023-03-02 23:50","market":"us","language":"zh","title":"The war without smoke starts again! The Federal Reserve is dead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316495692","media":"金十数据","summary":"华尔街有一则投资箴言：“别和美联储作对。”或许这话只说对了一半？与其交易鲍威尔讲话，不如交易……","content":"<p><html><head></head><body>There is an investment motto on Wall Street: \"Don't go against the Federal Reserve.\" Maybe this is only half true? Instead of trading Powell's speech, it is better to trade... March 17 will be the first anniversary of the Fed's current round of rate hike. Since the Fed started the rate hike cycle, the war between the market and Powell has begun without gunpowder. As a result, the market has been repeatedly \"hanging\", so that many people are deeply aware of a sentence:</p><p>\"Don't go against the Fed.\" Nowadays, investors seem more willing to pay attention to and trade the speeches of Powell and other Fed officials, but we believe that investors should not be too \"superstitious about the Fed\", otherwise they may be more likely to be \"critically hit\". If you don't believe me, let's take a look.</p><p>Rate hike One Anniversary: How Are the Markets and Economy Performing?</p><p>The whole market has had a thrilling year after the Federal Reserve opened a rate hike and raised interest rates by 425 basis points.</p><p>Investors Sell Everything, Global<b>Stock market</b>Trillions of dollars have evaporated from market capitalization.</p><p><img src=\"https://static.tigerbbs.com/e28e0b47d9cb293b86065b106d653cab\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>Non-US currencies</b>Generally down.</p><p><img src=\"https://static.tigerbbs.com/dd82d4ac907d7fc330c68e8d8acfc610\" tg-width=\"991\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodities</b>The performance is hard to describe,<b>Gold</b>Failed to act as a tool to fight inflation, known as the \"global economic leader\"<b>Copper price</b>A recession signal flashed,<b>Crude oil and natural gas</b>Prices rose to multi-year highs, exacerbating inflation that the central bank has been trying to curb.</p><p><img src=\"https://static.tigerbbs.com/cb402226f274ae98e8000e791f7dd969\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Cryptocurrency</b>Experienced a \"cliff-like\" decline.</p><p><img src=\"https://static.tigerbbs.com/5a42e248f8ed2bf9b4daff7da0a726a1\" tg-width=\"1044\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Even the one that has always been regarded as the safest asset<b>US debt</b>, also experienced the most terrible decline in 50 years.</p><p><img src=\"https://static.tigerbbs.com/584250eb939f26817eb0a753ba12e1d8\" tg-width=\"905\" tg-height=\"585\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The good news is that after the Federal Reserve's rate hike last year at the most aggressive pace since the 1980s, the current rate hike has gradually fallen from the previous 75 basis points to 25 basis points.</p><p>But the bad news is that as of February this year, the Fed has accumulated a rate hike of 450 basis points, but<b>It didn't work for curbing inflation</b>。 The \"shelling\" of a series of strong data in February may mean that the Fed's efforts to fight inflation have failed.</p><p>Despite<b>CPI annual rate</b>It has dropped to 5.5%, well below last year's peak of 9%, but still well above the Fed's target and even showing stickiness.</p><p><img src=\"https://static.tigerbbs.com/9465bba9a8a24e8ebd69a58fa120d1f0\" tg-width=\"830\" tg-height=\"615\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Job Market</b>It also showed amazing resilience, so much so that even former U.S. Secretary of Labor Robert Reich said with disappointment: \"<b>The Federal Reserve is Dead</b>。”</p><p><img src=\"https://static.tigerbbs.com/1e46ae8f7fa66d98726d85a7df19482e\" tg-width=\"830\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Of course, this cannot be entirely blamed on the Fed, because part of the reason for inflation is geopolitical conflicts, the epidemic, and supply problems of commodities and components.</p><p>However, even if we only look at the situation in the United States,<b>The Fed's rate hike doesn't actually help slow price increases, and may even have the opposite result</b>。</p><p>It's quite simple,<u>If you were the owner of a big company, would you take the initiative to cut prices on goods and endure reduced profits before the Federal Reserve rate hike caused the economic recession? Obviously, any normal boss will not do this. On the contrary, they will try their best to keep the price high for as long as possible.</u></p><p>Only when high interest rates begin to hurt consumers so much that they can't afford high-priced goods will businesses be forced to cut prices. In other words, it may not be feasible to rely solely on the rate hike of the Federal Reserve to curb inflation.</p><p>Wars without smoke are frequently staged</p><p>Of course, whether rate hike can curb inflation or not,<b>Market \"bleeding\" won't stop as long as the Fed is in rate hike</b>。</p><p>There is a famous saying in the investment community: \"Don't go against the Federal Reserve.\"</p><p>But it turns out that for most of the past year, traders and investors have ignored this sentence, so that they have frequently lost in the confrontation with the Federal Reserve.</p><p>This phenomenon was very obvious when the Federal Reserve first started its rate hike.<b>At a time when inflation continued to surge and the Fed surprised investors by turning to its most hawkish policy stance in decades, triggering a market crash</b>, investor losses also mainly occurred in the first few months of the Fed's rate hike cycle, specifically before mid-May last year.</p><p>Even by mid-May last year, investors began to accept expectations that the Fed would rate hike to around 5%, but<b>Investors still don't believe the Fed will be as hawkish as they say.</b></p><p>That's when they started betting that the Fed would eventually be forced to abandon its commitment to \"keep interest rates high for a long time\" and would start cutting interest rates this year and trade accordingly. Therefore, in mid-May last year, the S&P 500 began to rebound.</p><p>Does this story sound familiar?</p><p>That's right,<b>At the beginning of this year, the market staged this scenario again</b>: Although Powell and other Fed officials have repeatedly stressed higher terminal rates and the need to keep them high, investors still believe the Fed is bluffing, and they can't wait to bet that the Fed will announce a rate cut in the second half of this year.</p><p>As a result, we all know that the data in February directly \"hit the head\" of these overly optimistic investors.</p><p>Serious communication problems?</p><p>Some analysts believe that the reason why the market keeps opposing the Fed is,<b>It may be because the Fed has credibility or communication problems, or both</b>。</p><p>In fact,<b>In most cases, investors don't listen to what Powell says, but only listen to what they want to hear, so Powell often hawks, and the market still rises; Or the situation where Powell puts pigeons, but the market falls.</b></p><p><img src=\"https://static.tigerbbs.com/7074d9c4bc3a939b7c95dc4e55caaef7\" tg-width=\"831\" tg-height=\"604\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For example, on November 30 last year, February 1 and February 7 this year, Powell made three dovish speeches. Logically speaking, this should be a big positive for the stock market. However, after his dovish speech, the market Instead, it fell.</p><p>Take the speech on February 7, when Powell claimed:</p><p>\"We think we will need further rate hike. The labor market is exceptionally strong. If the employment situation remains hot, it is likely that we will have to do more... Friday's non-farm payrolls report was stronger than expected, suggesting that [fighting inflation] will be a long process.\" He also said:</p><p>\"The process of anti-inflation has begun, and the Federal Reserve expects the current rate hike to be appropriate, but it has not yet reached a sufficiently restrictive level.\" Regarding this speech, Stephen Innes, an analyst at SPI Asset Management Company, analyzed that,<b>Powell isn't going to great lengths to weigh on markets with hawkish rhetoric</b>。 Powell's speech further confirmed that the Fed is open to broader brokerage data and policy outcomes as tightening policy enters a late-cycle adjustment phase. That is, they will cut rates if and only if the data gives them absolute confidence that the fight against inflation has been won and that a more positive growth outlook does not pose the risk of another acceleration of inflation.</p><p>However, Innes said:</p><p>\"No matter how optimistic the market is, one thing to know is that in an environment where the US dollar is stronger, interest rates are rising, and financial conditions are tightening, any soft landing cannot be without pain.\" It can be seen that Powell's dove speech failed to boost market sentiment,<b>What the market is hearing is that the Fed will continue to tighten and a soft landing will be hard to avoid, so it starts to sell stocks</b>。</p><p>Powell ignorant?!</p><p>So, does this mean that paying attention to and trading the speeches of Powell and other Fed officials can ensure that nothing goes wrong?</p><p>I'm afraid it's not that simple.</p><p>Brent Donnelly, president of analytics firm Spectra Markets, believes:</p><p>\"Powell doesn't know more about the economic outlook than you do, so I've been stressing that the market should trade economic data, not Powell's speech,\" Donnelly said.</p><p>In the past two years, Powell has been \"slapped in the face\" by the market many times, and the most typical example is his \"<b>Temporary theory of inflation</b>”。</p><p>As early as February 2021, Powell said that a one-time price increase may not necessarily push up inflation. What is the result?</p><p>In May 2021, the annual CPI rate soared to 5% from 1.7% in February. At that time, Powell still insisted: \"<b>High inflation is only temporary</b>。”</p><p>In August of that year, the annual CPI rate rose to 5.3%, and Powell vowed: \"<b>Inflationary pressures will ease in the first half of next year</b>。”</p><p>In November of that year, the annual CPI rate rose to 6.8%, and Powell continued to talk hard: \"<b>Inflation is well above target, but we are in a very good position in terms of interest rates, inflation and a strong economy</b>。”</p><p>By February 2022, the annual CPI rate was on the rocket, rising to 7.9%, and Powell finally let go: \"<b>Inflation is expected to be higher this year, but lower than last year's inflation</b>。”</p><p>In the following year, the Federal Reserve finally started a rate hike to curb inflation, but it was still criticized by the market for starting the rate hike cycle too late and inflation became increasingly stubborn.</p><p>This example is a good illustration that Fed officials headed by Powell don't know more than the rest of the market.</p><p>At the beginning of February this year, after the Federal Reserve lowered the rate hike from the last 50 basis points to 25 basis points, the non-agricultural and CPI data greatly exceeded expectations, once again hitting Powell in the face who had previously indicated that the anti-inflation process had begun.</p><p>In addition, Nick Timiraos, known as the \"mouthpiece of the Federal Reserve\", said before the Fed's rate hike in February,<b>Fed officials, like ordinary investors, are uncertain about the lag of rate hike.</b></p><p>Some Fed officials said the impact of interest rate changes on the economy was faster because the Fed communicated its policy intentions more clearly than in the past. Thirty years ago, the Federal Reserve did not communicate to the public in advance whether it would make any interest rate adjustments at the meeting. Federal Reserve Governor Waller believes:</p><p>\"Markets at the time had to take time to figure out that the Fed was acting. In this case, it took a while for policy to affect the economy; by contrast, today's Fed provided guidance for its future actions, which shortened the lag time. I think a lot of the impact of monetary policy next quarter will be more apparent.\" But others argue that this ignores important changes to extend the lag. Even if Fed officials have shortened the time between changing interest rates and affecting financial conditions, they have not shortened the time it takes financial markets to affect economic activity.</p><p>In short, at present, no one, including the Federal Reserve, can tell clearly how long rate hike's impact on the economy will lag. This is actually an important manifestation of \"Powell's (or the Federal Reserve's) ignorance.\"</p><p>So, for investors,<b>\"Don't go against the Fed\" may be an investment motto, but \"don't be too superstitious about the Fed\" is probably equally important.</b></p><p></body></html></p>","source":"xnew_highlight","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 war without smoke starts again! The Federal Reserve is dead?</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 war without smoke starts again! The Federal Reserve is dead?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-03-02 23:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>There is an investment motto on Wall Street: \"Don't go against the Federal Reserve.\" Maybe this is only half true? Instead of trading Powell's speech, it is better to trade... March 17 will be the first anniversary of the Fed's current round of rate hike. Since the Fed started the rate hike cycle, the war between the market and Powell has begun without gunpowder. As a result, the market has been repeatedly \"hanging\", so that many people are deeply aware of a sentence:</p><p>\"Don't go against the Fed.\" Nowadays, investors seem more willing to pay attention to and trade the speeches of Powell and other Fed officials, but we believe that investors should not be too \"superstitious about the Fed\", otherwise they may be more likely to be \"critically hit\". If you don't believe me, let's take a look.</p><p>Rate hike One Anniversary: How Are the Markets and Economy Performing?</p><p>The whole market has had a thrilling year after the Federal Reserve opened a rate hike and raised interest rates by 425 basis points.</p><p>Investors Sell Everything, Global<b>Stock market</b>Trillions of dollars have evaporated from market capitalization.</p><p><img src=\"https://static.tigerbbs.com/e28e0b47d9cb293b86065b106d653cab\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>Non-US currencies</b>Generally down.</p><p><img src=\"https://static.tigerbbs.com/dd82d4ac907d7fc330c68e8d8acfc610\" tg-width=\"991\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodities</b>The performance is hard to describe,<b>Gold</b>Failed to act as a tool to fight inflation, known as the \"global economic leader\"<b>Copper price</b>A recession signal flashed,<b>Crude oil and natural gas</b>Prices rose to multi-year highs, exacerbating inflation that the central bank has been trying to curb.</p><p><img src=\"https://static.tigerbbs.com/cb402226f274ae98e8000e791f7dd969\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Cryptocurrency</b>Experienced a \"cliff-like\" decline.</p><p><img src=\"https://static.tigerbbs.com/5a42e248f8ed2bf9b4daff7da0a726a1\" tg-width=\"1044\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Even the one that has always been regarded as the safest asset<b>US debt</b>, also experienced the most terrible decline in 50 years.</p><p><img src=\"https://static.tigerbbs.com/584250eb939f26817eb0a753ba12e1d8\" tg-width=\"905\" tg-height=\"585\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The good news is that after the Federal Reserve's rate hike last year at the most aggressive pace since the 1980s, the current rate hike has gradually fallen from the previous 75 basis points to 25 basis points.</p><p>But the bad news is that as of February this year, the Fed has accumulated a rate hike of 450 basis points, but<b>It didn't work for curbing inflation</b>。 The \"shelling\" of a series of strong data in February may mean that the Fed's efforts to fight inflation have failed.</p><p>Despite<b>CPI annual rate</b>It has dropped to 5.5%, well below last year's peak of 9%, but still well above the Fed's target and even showing stickiness.</p><p><img src=\"https://static.tigerbbs.com/9465bba9a8a24e8ebd69a58fa120d1f0\" tg-width=\"830\" tg-height=\"615\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Job Market</b>It also showed amazing resilience, so much so that even former U.S. Secretary of Labor Robert Reich said with disappointment: \"<b>The Federal Reserve is Dead</b>。”</p><p><img src=\"https://static.tigerbbs.com/1e46ae8f7fa66d98726d85a7df19482e\" tg-width=\"830\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Of course, this cannot be entirely blamed on the Fed, because part of the reason for inflation is geopolitical conflicts, the epidemic, and supply problems of commodities and components.</p><p>However, even if we only look at the situation in the United States,<b>The Fed's rate hike doesn't actually help slow price increases, and may even have the opposite result</b>。</p><p>It's quite simple,<u>If you were the owner of a big company, would you take the initiative to cut prices on goods and endure reduced profits before the Federal Reserve rate hike caused the economic recession? Obviously, any normal boss will not do this. On the contrary, they will try their best to keep the price high for as long as possible.</u></p><p>Only when high interest rates begin to hurt consumers so much that they can't afford high-priced goods will businesses be forced to cut prices. In other words, it may not be feasible to rely solely on the rate hike of the Federal Reserve to curb inflation.</p><p>Wars without smoke are frequently staged</p><p>Of course, whether rate hike can curb inflation or not,<b>Market \"bleeding\" won't stop as long as the Fed is in rate hike</b>。</p><p>There is a famous saying in the investment community: \"Don't go against the Federal Reserve.\"</p><p>But it turns out that for most of the past year, traders and investors have ignored this sentence, so that they have frequently lost in the confrontation with the Federal Reserve.</p><p>This phenomenon was very obvious when the Federal Reserve first started its rate hike.<b>At a time when inflation continued to surge and the Fed surprised investors by turning to its most hawkish policy stance in decades, triggering a market crash</b>, investor losses also mainly occurred in the first few months of the Fed's rate hike cycle, specifically before mid-May last year.</p><p>Even by mid-May last year, investors began to accept expectations that the Fed would rate hike to around 5%, but<b>Investors still don't believe the Fed will be as hawkish as they say.</b></p><p>That's when they started betting that the Fed would eventually be forced to abandon its commitment to \"keep interest rates high for a long time\" and would start cutting interest rates this year and trade accordingly. Therefore, in mid-May last year, the S&P 500 began to rebound.</p><p>Does this story sound familiar?</p><p>That's right,<b>At the beginning of this year, the market staged this scenario again</b>: Although Powell and other Fed officials have repeatedly stressed higher terminal rates and the need to keep them high, investors still believe the Fed is bluffing, and they can't wait to bet that the Fed will announce a rate cut in the second half of this year.</p><p>As a result, we all know that the data in February directly \"hit the head\" of these overly optimistic investors.</p><p>Serious communication problems?</p><p>Some analysts believe that the reason why the market keeps opposing the Fed is,<b>It may be because the Fed has credibility or communication problems, or both</b>。</p><p>In fact,<b>In most cases, investors don't listen to what Powell says, but only listen to what they want to hear, so Powell often hawks, and the market still rises; Or the situation where Powell puts pigeons, but the market falls.</b></p><p><img src=\"https://static.tigerbbs.com/7074d9c4bc3a939b7c95dc4e55caaef7\" tg-width=\"831\" tg-height=\"604\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For example, on November 30 last year, February 1 and February 7 this year, Powell made three dovish speeches. Logically speaking, this should be a big positive for the stock market. However, after his dovish speech, the market Instead, it fell.</p><p>Take the speech on February 7, when Powell claimed:</p><p>\"We think we will need further rate hike. The labor market is exceptionally strong. If the employment situation remains hot, it is likely that we will have to do more... Friday's non-farm payrolls report was stronger than expected, suggesting that [fighting inflation] will be a long process.\" He also said:</p><p>\"The process of anti-inflation has begun, and the Federal Reserve expects the current rate hike to be appropriate, but it has not yet reached a sufficiently restrictive level.\" Regarding this speech, Stephen Innes, an analyst at SPI Asset Management Company, analyzed that,<b>Powell isn't going to great lengths to weigh on markets with hawkish rhetoric</b>。 Powell's speech further confirmed that the Fed is open to broader brokerage data and policy outcomes as tightening policy enters a late-cycle adjustment phase. That is, they will cut rates if and only if the data gives them absolute confidence that the fight against inflation has been won and that a more positive growth outlook does not pose the risk of another acceleration of inflation.</p><p>However, Innes said:</p><p>\"No matter how optimistic the market is, one thing to know is that in an environment where the US dollar is stronger, interest rates are rising, and financial conditions are tightening, any soft landing cannot be without pain.\" It can be seen that Powell's dove speech failed to boost market sentiment,<b>What the market is hearing is that the Fed will continue to tighten and a soft landing will be hard to avoid, so it starts to sell stocks</b>。</p><p>Powell ignorant?!</p><p>So, does this mean that paying attention to and trading the speeches of Powell and other Fed officials can ensure that nothing goes wrong?</p><p>I'm afraid it's not that simple.</p><p>Brent Donnelly, president of analytics firm Spectra Markets, believes:</p><p>\"Powell doesn't know more about the economic outlook than you do, so I've been stressing that the market should trade economic data, not Powell's speech,\" Donnelly said.</p><p>In the past two years, Powell has been \"slapped in the face\" by the market many times, and the most typical example is his \"<b>Temporary theory of inflation</b>”。</p><p>As early as February 2021, Powell said that a one-time price increase may not necessarily push up inflation. What is the result?</p><p>In May 2021, the annual CPI rate soared to 5% from 1.7% in February. At that time, Powell still insisted: \"<b>High inflation is only temporary</b>。”</p><p>In August of that year, the annual CPI rate rose to 5.3%, and Powell vowed: \"<b>Inflationary pressures will ease in the first half of next year</b>。”</p><p>In November of that year, the annual CPI rate rose to 6.8%, and Powell continued to talk hard: \"<b>Inflation is well above target, but we are in a very good position in terms of interest rates, inflation and a strong economy</b>。”</p><p>By February 2022, the annual CPI rate was on the rocket, rising to 7.9%, and Powell finally let go: \"<b>Inflation is expected to be higher this year, but lower than last year's inflation</b>。”</p><p>In the following year, the Federal Reserve finally started a rate hike to curb inflation, but it was still criticized by the market for starting the rate hike cycle too late and inflation became increasingly stubborn.</p><p>This example is a good illustration that Fed officials headed by Powell don't know more than the rest of the market.</p><p>At the beginning of February this year, after the Federal Reserve lowered the rate hike from the last 50 basis points to 25 basis points, the non-agricultural and CPI data greatly exceeded expectations, once again hitting Powell in the face who had previously indicated that the anti-inflation process had begun.</p><p>In addition, Nick Timiraos, known as the \"mouthpiece of the Federal Reserve\", said before the Fed's rate hike in February,<b>Fed officials, like ordinary investors, are uncertain about the lag of rate hike.</b></p><p>Some Fed officials said the impact of interest rate changes on the economy was faster because the Fed communicated its policy intentions more clearly than in the past. Thirty years ago, the Federal Reserve did not communicate to the public in advance whether it would make any interest rate adjustments at the meeting. Federal Reserve Governor Waller believes:</p><p>\"Markets at the time had to take time to figure out that the Fed was acting. In this case, it took a while for policy to affect the economy; by contrast, today's Fed provided guidance for its future actions, which shortened the lag time. I think a lot of the impact of monetary policy next quarter will be more apparent.\" But others argue that this ignores important changes to extend the lag. Even if Fed officials have shortened the time between changing interest rates and affecting financial conditions, they have not shortened the time it takes financial markets to affect economic activity.</p><p>In short, at present, no one, including the Federal Reserve, can tell clearly how long rate hike's impact on the economy will lag. This is actually an important manifestation of \"Powell's (or the Federal Reserve's) ignorance.\"</p><p>So, for investors,<b>\"Don't go against the Fed\" may be an investment motto, but \"don't be too superstitious about the Fed\" is probably equally important.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=107678&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6500520b6c72e4650ea6c53cb7c59999","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SPXU":"三倍做空标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","SSO":"2倍做多标普500ETF-ProShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","IVV":"标普500ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","BK4588":"碎股","OEX":"标普100","DDM":"2倍做多道指ETF-ProShares","SPY":"标普500ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯",".DJI":"道琼斯","SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite","UDOW":"三倍做多道指30ETF-ProShares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","BK4581":"高盛持仓","UPRO":"三倍做多标普500ETF-ProShares","BK4585":"ETF&股票定投概念","SDS":"两倍做空标普500 ETF-ProShares","BK4534":"瑞士信贷持仓","SQQQ":"纳指三倍做空ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","OEF":"标普100指数ETF-iShares","DOG":"道指ETF-ProShares做空"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=107678&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316495692","content_text":"华尔街有一则投资箴言：“别和美联储作对。”或许这话只说对了一半？与其交易鲍威尔讲话，不如交易……3月17日将是美联储本轮加息一周年的日子，自美联储开启加息周期以来，市场跟鲍威尔之间没有硝烟的战争就开始了，结果市场被反复“吊打”，以至于很多人都深刻认识到一句话：“别跟美联储作对。”如今，投资者似乎更愿意关注并交易鲍威尔及其他美联储官员的讲话，但是我们认为，投资者也不宜过于“迷信美联储”，否则恐怕更容易遭到“暴击”，不信就一起来看看吧。加息一周年：市场和经济表现如何？在美联储开启加息并将利率提高425个基点后，整个市场经历了惊心动魄的一年。投资者抛售一切，全球股市市值蒸发数万亿美元。非美货币普遍下跌。大宗商品表现一言难尽，黄金未能充当抗通胀的工具，有“全球经济领头羊”之称的铜价闪现出衰退信号，原油和天然气价格则涨至多年新高，加剧了央行一直想抑制的通胀。加密货币经历了“断崖式”下跌。就连向来被视为最安全资产的美债，也经历了50年来最可怕的下跌。好消息是，在去年美联储以1980年代以来最激进的速度加息之后，目前加息幅度已经从此前的75个基点逐步回落到25个基点。但坏消息是，截至今年2月，美联储累计已经加息450个基点，但是对于抑制通胀问题并没有奏效。2月份一系列强劲数据的“炮轰”，可能意味着美联储抗通胀的努力失败了。尽管CPI年率已经降至5.5%，远低于去年9%的峰值，但是仍远高于美联储的目标，甚至还显现出粘性。就业市场也显示出惊人的弹性，以至于连美国前劳工部部长Robert Reich都失望地表示：“美联储已死。”当然，这也不能全怪美联储，因为造成通胀的部分原因是地缘冲突、疫情以及大宗商品和零部件的供应问题。不过，就算只看美国国内的情况，美联储加息其实也无助于减缓物价上涨，甚至可能会产生相反的结果。很简单，假如你是一家大公司的老板，你会在美联储加息导致经济衰退之前主动给商品降价，并忍受利润减少吗？很显然，任何一个正常的老板，都不会这么做，相反，他们会尽可能地将价格长时间维持在高位。只有当高利率开始损害到消费者的利益，以至于他们买不起高价商品时，企业才会被迫降价。换句话说，仅靠美联储加息来抑制通胀，恐怕不太行得通。没有硝烟的战争频频上演当然了，不管加息能否抑制通胀，只要美联储还在加息，市场“流血”就不会停止。投资界有一句名言：“别和美联储作对。”但是事实证明，在过去1年的大部分时间里，交易员和投资者都忽略了这句话，以至于在跟美联储的对抗中频频落败。这一现象在美联储刚刚开启加息时表现得十分明显，当时通胀持续飙升，而美联储转向几十年来最为鹰派的政策立场令投资者感到意外，从而引发市场崩盘，投资者的损失也主要出现在美联储加息周期最初的几个月里，具体来说是去年5月中旬以前。即使到去年5月中旬，投资者开始接受美联储将加息到5%左右的预期，但是投资者仍不相信美联储会像他们所说的那样强硬。当时他们就开始押注，美联储最终将被迫放弃其“将利率长期维持在高位”的承诺，并将于今年开始降息，并据此进行交易。因此，去年5月中旬，标普500指数开始出现反弹。这个故事听起来是不是很熟悉？没错，今年年初，市场再次上演这一场景：尽管鲍威尔和其他美联储官员都在反复强调更高的终端利率及其将利率维持在高位的必要性，但是投资者仍认为美联储是在虚张声势，他们开始迫不及待地押注美联储将于今年下半年宣布降息。结果我们都清楚，2月份的数据直接将这些过分乐观的投资者“打爆头”。严重的沟通问题？有分析师认为，市场之所以不停地反对美联储，可能是因为美联储存在信誉或者沟通问题，或者二者皆有。事实上，在大多数情况下，投资者都不听鲍威尔说了什么，而是只听他们自己想听的，所以才会经常出现鲍威尔放鹰，市场还是上涨了；或者鲍威尔放鸽，市场却下跌的情况。例如在去年11月30日、今年2月1日和2月7日，鲍威尔三次讲话放鸽，按道理来说，这对股市来说应该说是个大利好，然而在其发表鸽派讲话之后，市场反而下跌了。以2月7日的讲话为例，当时鲍威尔声称：“我们认为我们将需要进一步加息。劳动力市场异常强劲。如果就业形势仍然很热，很可能我们必须做更多的事情......上周五的非农就业报告强于预期，表明（抗通胀）这将是一个漫长的过程。”同时他还表示：“反通胀的进程已经开始，美联储预计目前的加息将是适当的，但仍未达到足够限制性的水平。”对于这一讲话，SPI资管公司分析师Stephen Innes分析称，鲍威尔并没有不遗余力地用鹰派言论来打压市场。鲍威尔的讲话更证实了一点，即随着紧缩政策进入周期后期的调整阶段，美联储对更广泛的经纪数据和政策结果持开放态度。也就是说，当且仅当数据让他们有绝对信心，相信抗击通胀的努力已经取得了胜利，更积极的增长前景不会带来通胀再次加速的风险时，他们才会降息。不过，Innes表示：“无论市场如何乐观，要知道的一点是，在美元走强、利率上升，金融环境收紧的环境中，任何软着陆都不可能没有痛苦。”由此可见，鲍威尔鹰中有鸽的讲话并未能提振市场情绪，市场听到的是美联储将持续收紧，经济软着陆将难以避免，因此开始抛售股票。鲍威尔无知？！那么，这是否意味着，关注并交易鲍威尔及其他美联储官员的讲话，就能确保万无一失呢？事情恐怕也没有这么简单。分析公司Spectra Markets的总裁布伦特·唐纳利（Brent Donnelly）认为：“对于经济前景，鲍威尔知道的并不比你多，因此我一直在强调，市场应该交易的是经济数据，而非鲍威尔讲话。”唐纳利此话不无道理。过去2年，鲍威尔多次被市场“打脸”，其中最典型的例子就是他的“通胀暂时论”。早在2021年2月，鲍威尔就表示，一次性的物价上涨不一定会推升通胀，结果呢？2021年5月，CPI年率就从2月份的1.7%飙升至5%，彼时鲍威尔仍坚持称：“高通胀只是暂时的。”当年8月，CPI年率升至5.3%，鲍威尔又信誓旦旦表示：“通胀压力明年上半年就会缓解。”当年11月，CPI年率涨至6.8%，鲍威尔继续嘴硬：“通胀远高于目标，但是我们在利率、通胀和强劲经济方面处于非常有利的地位。”到2022年2月，CPI年率坐上火箭，涨至7.9%，鲍威尔终于松口：“预计今年通胀将走高，但低于去年的通胀。”在此后的一年里，美联储终于开始加息以抑制通胀，但是仍遭到市场的抨击，因为太晚开启加息周期，通胀越来越顽固。这个例子就很好地说明，以鲍威尔为首的美联储官员，知道的并不比市场其他人多。今年2月初，美联储将加息幅度从上一次的50个基点降至25个基点后，非农、CPI数据又大超预期，再次打了此前表明反通胀进程已经开启的鲍威尔的脸。另外，有着“美联储传声筒”之称的Nick Timiraos在美联储2月份加息之前曾表示，美联储官员跟普通投资者一样，对于加息的滞后性并不确定。一些美联储官员称，利率变动对经济的影响更快，因为美联储比过去更明确地传达了自己的政策意图。30年前的美联储并不会提前向公众传达其是否将在会议上做出任何利率调整。美联储理事沃勒认为：“当时的市场必须花时间弄清楚美联储正在采取行动。在这种情况下，政策需要一段时间才能影响经济；相比之下，今天的美联储为其未来的行动提供了指导，这缩短了滞后时间。我认为，下个季度货币政策的很多影响将进一步显现。”但也有人认为，这忽略了延长滞后的重要变化。即使美联储官员缩短了改变利率和影响金融状况之间的时间，他们也没有缩短金融市场影响经济活动的时间。总之，目前包括美联储在内，没人能说清楚加息对经济的影响会滞后多久，这其实也是“鲍威尔（或美联储）无知”的一个重要体现。因此，对于投资者来说，“别跟美联储作对”或许是一则投资箴言，但是“别太迷信美联储”恐怕也同样重要。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"IVV":0.6,"SDOW":0.6,"SPY":1,"TQQQ":0.6,"DXD":0.6,"UPRO":0.6,"MNQmain":0.6,"ESmain":0.6,"NQmain":0.6,"SQQQ":0.6,"QID":0.6,"SPXU":0.6,"QLD":0.6,"DJX":0.6,"DDM":0.6,"SH":0.6,"OEX":0.6,".IXIC":1,".SPX":0.6,"OEF":0.6,"PSQ":0.6,".DJI":1,"UDOW":0.6,"DOG":0.6,"SDS":0.6,"QQQ":0.6,"SSO":0.6}},"isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940985056,"gmtCreate":1677648769275,"gmtModify":1677648773421,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940985056","repostId":"1158728432","repostType":4,"repost":{"id":"1158728432","kind":"news","pubTimestamp":1677642843,"share":"https://ttm.financial/m/news/1158728432?lang=en_US&edition=fundamental","pubTime":"2023-03-01 11:54","market":"us","language":"zh","title":"Tragic February: U.S. stocks and bonds fall, investors have nowhere to hide","url":"https://stock-news.laohu8.com/highlight/detail?id=1158728432","media":"华尔街见闻","summary":"1月投资者押注通胀降温和降息的做法很可能大错特错。","content":"<p><html><head></head><body>Author: Bu Shuqing</p><p>The double kill of U.S. stocks and bonds in February shows that investors are likely to be very wrong in betting on cooling inflation and cutting interest rates in January.</p><p>In the past month, almost all assets, from stocks to fixed-income products and commodities, have fallen. Among them, the S&P 500 index and U.S. bonds have fallen by about 2.5% respectively, investment-grade bonds have fallen by 3.2%, and commodities have fallen. 5%, while as of Monday, high-yield bond prices have fallen 1.4%, the best performer among major assets.</p><p>Investors who can't find a safe haven can only face the storm.</p><p>In stark contrast to a bleak February is a lively January. At that time, the story of \"soft landing\" dominated the whole market, driving investors to buy high-risk assets like crazy, and raising the prices of technology stocks, Bitcoin and other assets. However, the non-farm payrolls and CPI data in January were extremely hot, pouring cold water on traders who were betting that the Fed was about to end its tightening policy.</p><p><img src=\"https://static.tigerbbs.com/7e4db5f26e931e7ea0b8636cd65e8c42\" tg-width=\"640\" tg-height=\"506\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Investors are increasingly convinced<b>, the prospect of a \"no landing\" of the U.S. economy may make the central bank maintain a tough stance in the coming months, and settling in the pocket naturally becomes the best choice.</b></p><p>Major assets were wiped out in February</p><p>On Tuesday, derivatives markets expected the Fed's interest rate to peak at 5.4% this year, much higher than the level of 5% a month ago. At the same time, investors no longer regard the Fed's interest rate cut this year as a \"certain deal.\"</p><p>U.S. two-year Treasury Bond yields surged to their highest level since 2007 amid a shift in investor policy expectations,<b>The inversion of 2/10-year U.S. Treasury yields, a key measure of the likelihood of a recession, widened to its worst level in 40 years.</b></p><p><img src=\"https://static.tigerbbs.com/ec22c2332726f52aa5c16d907c489592\" tg-width=\"553\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The battle in the stock market is equally bitter, with the S&P 500 index falling for three consecutive weeks, almost erasing half of its January gains in February.</p><p><img src=\"https://static.tigerbbs.com/c477b560bac1c0497e47234b4ea7dd25\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Even commodities, often touted as hedges against inflation, cannot escape rate hike. Brent crude has fallen in eight of the past nine months, while gold has suffered its worst performance since June 2021.</p><p><img src=\"https://static.tigerbbs.com/fefc010c7b083c9f75f6780208c0c912\" tg-width=\"554\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/6b83dc73b101e41bdb1ebe48783c6d9b\" tg-width=\"554\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>How will the market go in March?</p><p>However, for the full debacle in February, analysts believe it may not be all bad, citing<b>Investors expect a return to the right direction</b>。</p><p>Zachary Hill, head of portfolio management at investment firm Horizon Investments, said: \"The February market appears to be driven largely by the expected trend of short-term U.S. interest rates.\" \"Better growth prospects are not a good reason (for investors) to flee, but given where we started the year-optimism about the Fed's shift in center of gravity and a low-quality rally that challenges defensive positions-we think the pullback that has seen this month seems healthy to us.\"</p><p>\"What was given in January, is being taken away in February,\" Victoria Greene, founding partner and chief investment officer of private wealth firm G Squared Private Wealth, wrote in a note.<b>Earnings season is drawing to a close, so we will be more driven by economic data in the coming weeks. \"</b></p><p>It is worth mentioning that while investors are betting on the Fed's hawkish stance,<b>European investors across the Atlantic are also feeling the ECB chill</b>。 On Tuesday, French and Spanish inflation rose more than expected in February, convincing markets that the European Central Bank's rate hike road is far from over, and traders raised their peak interest rate expectations to a high of 4% for the first time.</p><p>This also means that in the coming period, the tough stance of European and American central banks may once again cause a critical blow to the financial market.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nTragic February: U.S. stocks and bonds fall, investors have nowhere to hide\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\">2023-03-01 11:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Bu Shuqing</p><p>The double kill of U.S. stocks and bonds in February shows that investors are likely to be very wrong in betting on cooling inflation and cutting interest rates in January.</p><p>In the past month, almost all assets, from stocks to fixed-income products and commodities, have fallen. Among them, the S&P 500 index and U.S. bonds have fallen by about 2.5% respectively, investment-grade bonds have fallen by 3.2%, and commodities have fallen. 5%, while as of Monday, high-yield bond prices have fallen 1.4%, the best performer among major assets.</p><p>Investors who can't find a safe haven can only face the storm.</p><p>In stark contrast to a bleak February is a lively January. At that time, the story of \"soft landing\" dominated the whole market, driving investors to buy high-risk assets like crazy, and raising the prices of technology stocks, Bitcoin and other assets. However, the non-farm payrolls and CPI data in January were extremely hot, pouring cold water on traders who were betting that the Fed was about to end its tightening policy.</p><p><img src=\"https://static.tigerbbs.com/7e4db5f26e931e7ea0b8636cd65e8c42\" tg-width=\"640\" tg-height=\"506\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Investors are increasingly convinced<b>, the prospect of a \"no landing\" of the U.S. economy may make the central bank maintain a tough stance in the coming months, and settling in the pocket naturally becomes the best choice.</b></p><p>Major assets were wiped out in February</p><p>On Tuesday, derivatives markets expected the Fed's interest rate to peak at 5.4% this year, much higher than the level of 5% a month ago. At the same time, investors no longer regard the Fed's interest rate cut this year as a \"certain deal.\"</p><p>U.S. two-year Treasury Bond yields surged to their highest level since 2007 amid a shift in investor policy expectations,<b>The inversion of 2/10-year U.S. Treasury yields, a key measure of the likelihood of a recession, widened to its worst level in 40 years.</b></p><p><img src=\"https://static.tigerbbs.com/ec22c2332726f52aa5c16d907c489592\" tg-width=\"553\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The battle in the stock market is equally bitter, with the S&P 500 index falling for three consecutive weeks, almost erasing half of its January gains in February.</p><p><img src=\"https://static.tigerbbs.com/c477b560bac1c0497e47234b4ea7dd25\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Even commodities, often touted as hedges against inflation, cannot escape rate hike. Brent crude has fallen in eight of the past nine months, while gold has suffered its worst performance since June 2021.</p><p><img src=\"https://static.tigerbbs.com/fefc010c7b083c9f75f6780208c0c912\" tg-width=\"554\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/6b83dc73b101e41bdb1ebe48783c6d9b\" tg-width=\"554\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>How will the market go in March?</p><p>However, for the full debacle in February, analysts believe it may not be all bad, citing<b>Investors expect a return to the right direction</b>。</p><p>Zachary Hill, head of portfolio management at investment firm Horizon Investments, said: \"The February market appears to be driven largely by the expected trend of short-term U.S. interest rates.\" \"Better growth prospects are not a good reason (for investors) to flee, but given where we started the year-optimism about the Fed's shift in center of gravity and a low-quality rally that challenges defensive positions-we think the pullback that has seen this month seems healthy to us.\"</p><p>\"What was given in January, is being taken away in February,\" Victoria Greene, founding partner and chief investment officer of private wealth firm G Squared Private Wealth, wrote in a note.<b>Earnings season is drawing to a close, so we will be more driven by economic data in the coming weeks. \"</b></p><p>It is worth mentioning that while investors are betting on the Fed's hawkish stance,<b>European investors across the Atlantic are also feeling the ECB chill</b>。 On Tuesday, French and Spanish inflation rose more than expected in February, convincing markets that the European Central Bank's rate hike road is far from over, and traders raised their peak interest rate expectations to a high of 4% for the first time.</p><p>This also means that in the coming period, the tough stance of European and American central banks may once again cause a critical blow to the financial market.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683026\">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/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3683026","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1158728432","content_text":"作者：卜淑情2月美国股债双杀表明，1月投资者押注通胀降温和降息的做法很可能大错特错。在过去的一个月，从股市到固收产品和大宗商品，几乎所有资产都出现下跌，其中，标普500指数和美债分别累跌约2.5%，投资级债券下跌3.2%，大宗商品下跌了5%，而截至周一，高收益债券价格下跌了1.4%，算是主要资产中表现最好的。找不到避风港的投资者只能直面暴风雨的袭击。与惨淡的2月形成鲜明对比的是热闹的1月。当时，“软着陆”的故事主宰整个市场，驱使投资者疯狂购买高风险资产，抬高了科技股、比特币等各种资产的价格。然而，1月非农和CPI数据异常火爆，给押注美联储即将结束紧缩政策的交易员结结实实泼了一盆冷水。投资者越发相信，美国经济“不着陆”的前景可能会使央行未来几个月仍保持强硬立场，落袋为安自然而然成为最好的选择。2月主要资产全军覆没周二衍生品市场预计今年美联储利率峰值将达到5.4%，远高于一个月前5%的水平，与此同时，投资者不再把美联储今年降息视为“板上钉钉”。在投资者政策预期的转变下，美国两年期国债收益率飙升至2007年以来的最高水平，衡量经济衰退可能性的关键指标2/10年期美债收益率倒挂程度扩大至40年来最严重的程度。股市的战况同样惨烈，标普500指数连续三周下跌，2月份几乎抹去了1月一半的涨幅。即便是常被吹捧为对冲通胀的大宗商品，也无法逃脱加息的影响。布伦特原油在过去的9个月中有8个月在跌，而金价则遭遇了自2021年6月以来最糟糕的表现。3月行情怎么走？不过，对于2月的全面溃败，分析师认为这未必全是坏处，理由是投资者预期重新转向正确的方向。投资公司Horizon Investments投资组合管理主管Zachary Hill表示: “2月份的行情似乎主要受到美国短期利率预期走势的推动。”“更好的增长前景不是（投资者）逃离的好理由，但考虑到我们今年年初的情况——人们对美联储的重心转向持乐观态度，以及对防御性头寸构成挑战的低质量反弹——我们认为，本月出现的回调对我们来说似乎是健康的。”私人财富公司G Squared Private Wealth创始合伙人兼首席投资官Victoria Greene在一份报告中写道: “1月份给予的东西，2月份正在被夺走。”“财报季节即将结束，因此未来几周我们将更多地受到经济数据的推动。”值得一提的是，在投资者押注美联储鹰派立场的同时，大西洋彼岸的欧洲投资者也预感到了欧洲央行的寒意。周二，法国和西班牙2月通胀超预期上行，使市场相信，欧洲央行的加息路远未结束，交易员首次将利率峰值预期上调至4%的高位。这也意味着，在未来一段时间内，欧美央行的强硬立场或再次给金融市场造成暴击。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982737,"gmtCreate":1677648760430,"gmtModify":1677648763779,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982737","repostId":"2316659143","repostType":4,"repost":{"id":"2316659143","kind":"highlight","pubTimestamp":1677643877,"share":"https://ttm.financial/m/news/2316659143?lang=en_US&edition=fundamental","pubTime":"2023-03-01 12:11","market":"us","language":"zh","title":"Expectations for interest rate cuts have cooled sharply, and there is still a \"sword of Damocles\" hanging over the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=2316659143","media":"智通财经网","summary":"多数债券市场交易员如今不再坚信美联储今年年末将开启降息周期，交易员们对于年前降息已经变得不再像今年早些时候那样笃定，在其中一些人看来，甚至现在还没有到做出降息判断的时机。就在1月中旬，多数交易员押注美","content":"<p><html><head></head><body>Most bond market traders are no longer convinced that the Federal Reserve will start a cycle of interest rate cuts at the end of this year. Traders have become less certain about cutting interest rates before the year as they were earlier this year. In the eyes of some of them, it is not even time to make a judgment about cutting interest rates. As recently as mid-January, most traders were betting that the Fed's eight rate hike in the past year, especially the aggressive rate hike cycle, had sown the seeds of an economic recession, which would require the Fed to reverse the direction of monetary policy before the year.</p><p><img src=\"https://static.tigerbbs.com/6ff4adce6ea9cfb7b3a7e302627ee509\" tg-width=\"1204\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>However, since early February, under the weight of persistently strong non-farm payrolls data and inflation data that makes the Fed feel tricky, traders have begun to shift their bets, betting that the Fed's policy rate will be higher than previously optimistic expectations, and remain at this level for a long time. In particular, signs of high inflation have led to market expectations for the magnitude of the Federal Reserve's rate hike continuously raised, and concerns that the Federal Reserve will maintain high interest rates (Higher for longer) for a longer period of time have rapidly risen. U.S. bond yields of various maturities \"went up after hearing the wind\", with the 10-year U.S. bond yield rising again to 4% in less than half a year.</p><p><b>Expectations for interest rate cuts have cooled sharply! \"SOFR\" hints that the market no longer believes that the Fed will cut interest rates before the year</b></p><p>This trend is particularly evident in the implied interest rate of futures contracts linked to the overnight secured financing rate (short-term benchmark interest rate affected by policy rates) referred to as \"SOFR\" for short. During January, the interest rate on the December 2023 SOFR contract was approximately 64 basis points lower than the highest expected rate in June of that year. This suggests that it is possible for the Federal Reserve to cut interest rates twice, or even three times, the standard rate of 25 basis points.</p><p>Fast forward to this Tuesday, and we will find out,<b>The volatile December contract interest rate is only about 12 basis points lower than the peak interest rate and has a tendency to narrow further.</b>During the July-September window period, it has even risen to around 5.42%. This expectation is basically consistent with Wall Street analysts' expectations for the peak of interest rates-that is, interest rates are expected to peak in July-September.<b>The sharp volatility of the December contract interest rate shows that the market is no longer sure that the Federal Reserve will cut the benchmark interest rate before the year.</b></p><p><img src=\"https://static.tigerbbs.com/25d249d31c8227cddb5c0f89b26c60c2\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Traders' expectations for Fed rate cuts have cooled sharply-since January, SOFR futures spreads have widened sharply on June 23/December 23</b></p><p>In February, a series of explosive data, including non-farm payrolls data and retail sales, caused a sharp increase in pressure on the Fed's rate hike. It may be difficult to feel the policy expectations and related remarks that favor \"doves\" for some time.<b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, Bank of America and other Wall Street famous<a href=\"https://laohu8.com/S/FISI\">Financial institution</a>In the short term, the Federal Reserve quickly raised its interest rate peak forecast for the current rate hike cycle to 5.25%-5.5%, which was higher than the optimistic forecast of around 5% expected by Wall Street before a series of hot economic data was released.</b></p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>In a recent report, the latest inflation data shows that the Federal Reserve will need to further tighten monetary policy. The agency is currently raising its peak forecast for the Federal Reserve's interest rate to 5.6% from the previous forecast of 5.1%, and expects the Federal Reserve to rate hike in June and July respectively. 25 basis points.</p><p>In terms of predicting when the Federal Reserve will start the interest rate cut cycle, Bank of America believes that the Federal Reserve will cut interest rates for the first time after the rate hike cycle in March 2024;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>In the latest report, the Federal Reserve is expected to cut interest rates for the first time in March 2024, compared with the agency's previous forecast of December 2023.</p><p>CME's \"Federal Reserve Watch Tool\" shows that most interest rate futures traders are betting that the Fed's current rate hike cycle will rate hike to the 5.25%-5.5% range, which is much higher than the 4.75%-5.0% expected before the release of non-agricultural data. this range.<b>More importantly, expectations for a year-ago rate cut have cooled significantly, and most traders no longer bet on a year-ago rate cut. You know, for most of this year, even most interest rate futures traders are betting that the Fed will cut interest rates twice before the end of the year.</b></p><p><img src=\"https://static.tigerbbs.com/55db3bc017da56f1a1ddf147cc1e6a03\" tg-width=\"733\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p><b>Rate hike is expected to heat up sharply, and the \"anchor of global asset pricing\" is dancing</b></p><p>In the near future, global bond and stock markets have begun to digest the 25 basis point expectation of rate hike in June following the expected rate hike in March and May. Wall Street economists have been revising their forecasts for the magnitude of the rate hike in June, with most insisting that the rate hike of 25 basis points will continue in June. However, some people still expect that as inflation expectations cool, the Fed may choose not to conduct rate hike in June.</p><p><b>After a series of extremely strong economic data, especially the hot inflation data, the bond market is rapidly changing its view that interest rates will remain higher for a longer time.</b>After almost a full year of rate hike, the U.S. economy has proven to be stronger than economists expected. The adjustment in rate hike's expectations sent the six-month U.S. Treasury Bond yield climbing to 5.14%, just below its highest level since March 12, 2007.</p><p><img src=\"https://static.tigerbbs.com/a291f4b23afda2405f74eba07708f804\" tg-width=\"1309\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>The yield of 10-year U.S. bonds, known as the \"anchor of global asset pricing\", has pushed back to 4% in recent times. The main logic lies in the higher-than-market non-farm employment data, retail sales data, and CPI After the official release of PCE data, the market's expectations for the Fed's rate hike have risen sharply, and the recent frequent hawkish speeches of Fed officials have put pressure on U.S. Treasury Bond in the near future (yield changes are opposite to price trends). The 2-year U.S. bond yield, which is sensitive to monetary policy, rose above 4.85%, the highest since the end of October last year and very close to the high level in July 2007.</p><p><img src=\"https://static.tigerbbs.com/906b9547592e54ae0d0c69c94261f9e8\" tg-width=\"1619\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>As the most important reference for risk-free interest rates in the financial market, the 10-year U.S. bond yield is the reference benchmark for many financial instruments around the world, such as the benchmark yields of global corporate bonds and Treasury Bond, as well as the U.S. mortgage interest rate. As a result, bond markets in other countries are also affected by the trend of U.S. bond yields, which are being pushed higher due to market expectations that the Federal Reserve will continue to tighten monetary policy aggressively.</p><p>From a theoretical perspective, the 10-year U.S. bond yield is equivalent to an important valuation model in the stock market-<b>For the r indicator on the denominator side of the DCF valuation model, analysts generally set the r value based on the 10-year U.S. bond yield. Under the condition that other indicators have not changed significantly, the higher the denominator level, the higher the equity level such as stocks. The valuation of assets is naturally lower.</b>Therefore, the rise in 10-year U.S. Treasury bond yields exacerbated the U.S. stock correction in February to some extent. The S&P 500 index fell 2.61% in February, shrinking its year-to-date gains to 3.4%.</p><p><b>At present, the \"anchor of global asset pricing\" is still the \"sword of Damocles\" hanging over the global stock market. As the global market enters March, the \"anchor of global asset pricing\" continues to maintain a valuation deterrent near historical highs, and investors are worried about high inflation. There is a high probability that it will continue to aggravate the challenges faced by the global stock market rebound pressure.</b></p><p><a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Daniel Tenengauzer, head of market strategy, said that the \"anchor of global asset pricing\" approaching 4% will suppress the stock market. \"Yields close to or above 4% mean that the market is pricing in what Fed Chairman Jerome Powell described as' Higher for</p><p>longer '. Given higher-than-expected inflation and longer tightening, U.S. bond yields are struggling to fall back into low territory in the medium to long term, which is having a negative impact. \"</p><p><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Christian Nolting, global chief investment officer of the private banking unit, said any recession in the United States is likely to be short-lived, and he does not expect the Fed to cut interest rates this year because inflation remains high. He expects<b>The yield on the 10-year U.S. Treasury Bond, the global benchmark for borrowing costs, is likely to rise to 4.20% by the end of the year as the Federal Reserve continues to fight inflation.</b>Goldman Sachs chief interest rate strategist Praveen</p><p>Korapaty predicted in December last year that,<b>The 10-year U.S. Treasury yield will jump to 4.5% in the second quarter of 2023, then fall to 4.4% in the third quarter, and 2023 is expected to finally end at 4.3%.</b></p><p></body></html></p>","source":"highlight_zhitongcaijin","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>Expectations for interest rate cuts have cooled sharply, and there is still a \"sword of Damocles\" hanging over the stock market</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\">\nExpectations for interest rate cuts have cooled sharply, and there is still a \"sword of Damocles\" hanging over the stock market\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2023-03-01 12:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Most bond market traders are no longer convinced that the Federal Reserve will start a cycle of interest rate cuts at the end of this year. Traders have become less certain about cutting interest rates before the year as they were earlier this year. In the eyes of some of them, it is not even time to make a judgment about cutting interest rates. As recently as mid-January, most traders were betting that the Fed's eight rate hike in the past year, especially the aggressive rate hike cycle, had sown the seeds of an economic recession, which would require the Fed to reverse the direction of monetary policy before the year.</p><p><img src=\"https://static.tigerbbs.com/6ff4adce6ea9cfb7b3a7e302627ee509\" tg-width=\"1204\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>However, since early February, under the weight of persistently strong non-farm payrolls data and inflation data that makes the Fed feel tricky, traders have begun to shift their bets, betting that the Fed's policy rate will be higher than previously optimistic expectations, and remain at this level for a long time. In particular, signs of high inflation have led to market expectations for the magnitude of the Federal Reserve's rate hike continuously raised, and concerns that the Federal Reserve will maintain high interest rates (Higher for longer) for a longer period of time have rapidly risen. U.S. bond yields of various maturities \"went up after hearing the wind\", with the 10-year U.S. bond yield rising again to 4% in less than half a year.</p><p><b>Expectations for interest rate cuts have cooled sharply! \"SOFR\" hints that the market no longer believes that the Fed will cut interest rates before the year</b></p><p>This trend is particularly evident in the implied interest rate of futures contracts linked to the overnight secured financing rate (short-term benchmark interest rate affected by policy rates) referred to as \"SOFR\" for short. During January, the interest rate on the December 2023 SOFR contract was approximately 64 basis points lower than the highest expected rate in June of that year. This suggests that it is possible for the Federal Reserve to cut interest rates twice, or even three times, the standard rate of 25 basis points.</p><p>Fast forward to this Tuesday, and we will find out,<b>The volatile December contract interest rate is only about 12 basis points lower than the peak interest rate and has a tendency to narrow further.</b>During the July-September window period, it has even risen to around 5.42%. This expectation is basically consistent with Wall Street analysts' expectations for the peak of interest rates-that is, interest rates are expected to peak in July-September.<b>The sharp volatility of the December contract interest rate shows that the market is no longer sure that the Federal Reserve will cut the benchmark interest rate before the year.</b></p><p><img src=\"https://static.tigerbbs.com/25d249d31c8227cddb5c0f89b26c60c2\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Traders' expectations for Fed rate cuts have cooled sharply-since January, SOFR futures spreads have widened sharply on June 23/December 23</b></p><p>In February, a series of explosive data, including non-farm payrolls data and retail sales, caused a sharp increase in pressure on the Fed's rate hike. It may be difficult to feel the policy expectations and related remarks that favor \"doves\" for some time.<b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, Bank of America and other Wall Street famous<a href=\"https://laohu8.com/S/FISI\">Financial institution</a>In the short term, the Federal Reserve quickly raised its interest rate peak forecast for the current rate hike cycle to 5.25%-5.5%, which was higher than the optimistic forecast of around 5% expected by Wall Street before a series of hot economic data was released.</b></p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>In a recent report, the latest inflation data shows that the Federal Reserve will need to further tighten monetary policy. The agency is currently raising its peak forecast for the Federal Reserve's interest rate to 5.6% from the previous forecast of 5.1%, and expects the Federal Reserve to rate hike in June and July respectively. 25 basis points.</p><p>In terms of predicting when the Federal Reserve will start the interest rate cut cycle, Bank of America believes that the Federal Reserve will cut interest rates for the first time after the rate hike cycle in March 2024;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>In the latest report, the Federal Reserve is expected to cut interest rates for the first time in March 2024, compared with the agency's previous forecast of December 2023.</p><p>CME's \"Federal Reserve Watch Tool\" shows that most interest rate futures traders are betting that the Fed's current rate hike cycle will rate hike to the 5.25%-5.5% range, which is much higher than the 4.75%-5.0% expected before the release of non-agricultural data. this range.<b>More importantly, expectations for a year-ago rate cut have cooled significantly, and most traders no longer bet on a year-ago rate cut. You know, for most of this year, even most interest rate futures traders are betting that the Fed will cut interest rates twice before the end of the year.</b></p><p><img src=\"https://static.tigerbbs.com/55db3bc017da56f1a1ddf147cc1e6a03\" tg-width=\"733\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p><b>Rate hike is expected to heat up sharply, and the \"anchor of global asset pricing\" is dancing</b></p><p>In the near future, global bond and stock markets have begun to digest the 25 basis point expectation of rate hike in June following the expected rate hike in March and May. Wall Street economists have been revising their forecasts for the magnitude of the rate hike in June, with most insisting that the rate hike of 25 basis points will continue in June. However, some people still expect that as inflation expectations cool, the Fed may choose not to conduct rate hike in June.</p><p><b>After a series of extremely strong economic data, especially the hot inflation data, the bond market is rapidly changing its view that interest rates will remain higher for a longer time.</b>After almost a full year of rate hike, the U.S. economy has proven to be stronger than economists expected. The adjustment in rate hike's expectations sent the six-month U.S. Treasury Bond yield climbing to 5.14%, just below its highest level since March 12, 2007.</p><p><img src=\"https://static.tigerbbs.com/a291f4b23afda2405f74eba07708f804\" tg-width=\"1309\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>The yield of 10-year U.S. bonds, known as the \"anchor of global asset pricing\", has pushed back to 4% in recent times. The main logic lies in the higher-than-market non-farm employment data, retail sales data, and CPI After the official release of PCE data, the market's expectations for the Fed's rate hike have risen sharply, and the recent frequent hawkish speeches of Fed officials have put pressure on U.S. Treasury Bond in the near future (yield changes are opposite to price trends). The 2-year U.S. bond yield, which is sensitive to monetary policy, rose above 4.85%, the highest since the end of October last year and very close to the high level in July 2007.</p><p><img src=\"https://static.tigerbbs.com/906b9547592e54ae0d0c69c94261f9e8\" tg-width=\"1619\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>As the most important reference for risk-free interest rates in the financial market, the 10-year U.S. bond yield is the reference benchmark for many financial instruments around the world, such as the benchmark yields of global corporate bonds and Treasury Bond, as well as the U.S. mortgage interest rate. As a result, bond markets in other countries are also affected by the trend of U.S. bond yields, which are being pushed higher due to market expectations that the Federal Reserve will continue to tighten monetary policy aggressively.</p><p>From a theoretical perspective, the 10-year U.S. bond yield is equivalent to an important valuation model in the stock market-<b>For the r indicator on the denominator side of the DCF valuation model, analysts generally set the r value based on the 10-year U.S. bond yield. Under the condition that other indicators have not changed significantly, the higher the denominator level, the higher the equity level such as stocks. The valuation of assets is naturally lower.</b>Therefore, the rise in 10-year U.S. Treasury bond yields exacerbated the U.S. stock correction in February to some extent. The S&P 500 index fell 2.61% in February, shrinking its year-to-date gains to 3.4%.</p><p><b>At present, the \"anchor of global asset pricing\" is still the \"sword of Damocles\" hanging over the global stock market. As the global market enters March, the \"anchor of global asset pricing\" continues to maintain a valuation deterrent near historical highs, and investors are worried about high inflation. There is a high probability that it will continue to aggravate the challenges faced by the global stock market rebound pressure.</b></p><p><a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Daniel Tenengauzer, head of market strategy, said that the \"anchor of global asset pricing\" approaching 4% will suppress the stock market. \"Yields close to or above 4% mean that the market is pricing in what Fed Chairman Jerome Powell described as' Higher for</p><p>longer '. Given higher-than-expected inflation and longer tightening, U.S. bond yields are struggling to fall back into low territory in the medium to long term, which is having a negative impact. \"</p><p><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Christian Nolting, global chief investment officer of the private banking unit, said any recession in the United States is likely to be short-lived, and he does not expect the Fed to cut interest rates this year because inflation remains high. He expects<b>The yield on the 10-year U.S. Treasury Bond, the global benchmark for borrowing costs, is likely to rise to 4.20% by the end of the year as the Federal Reserve continues to fight inflation.</b>Goldman Sachs chief interest rate strategist Praveen</p><p>Korapaty predicted in December last year that,<b>The 10-year U.S. Treasury yield will jump to 4.5% in the second quarter of 2023, then fall to 4.4% in the third quarter, and 2023 is expected to finally end at 4.3%.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/884922.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4588":"碎股","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/884922.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2316659143","content_text":"多数债券市场交易员如今不再坚信美联储今年年末将开启降息周期，交易员们对于年前降息已经变得不再像今年早些时候那样笃定，在其中一些人看来，甚至现在还没有到做出降息判断的时机。就在1月中旬，多数交易员押注美联储过去一年的8次加息，尤其是激进加息周期已经播下了经济衰退的种子，而这将要求美联储在年前逆转货币政策方向。然而，自2月初期以来，在持续强劲的非农就业数据和让美联储感到棘手的通胀数据重压下，交易员开始转变押注方向，他们纷纷押注美联储政策利率将高于此前的乐观预期，并长期维持在这一水平。尤其是通胀居高不下的迹象使得市场对美联储加息幅度的预期不断上调，以及预期美联储将在更长时间内维持高利率(Higher for longer)的担忧情绪迅速升温，各期限的美债收益率“闻风上行”，其中10年期美债收益率时隔仅仅不到半年的时间重新上逼4%。降息预期大幅降温! “SOFR”暗示市场不再坚信美联储年前降息这一趋势与简称“SOFR”的隔夜担保融资利率(受政策利率影响的短期基准利率)挂钩的期货合约隐含利率上表现得格外明显。在1月期间，2023年12月SOFR合同的利率比当年度6月的最高预期利率低了约64个基点。这表明，美联储有可能下调两次利率，甚至三次25个基点的标准利率。时间快进到本周二，我们会发现，波动水平较大的12月合约利率仅仅比峰值利率低了大约12个基点并且有进一步收窄的趋势，在7月至9月窗口期甚至已升至5.42%左右，这一预期与华尔街分析师们对于利率峰值的预期基本一致——即预计利率见顶时间在7-9月份。12月合约利率的剧烈波动性表明市场不再笃定美联储会在年前下调基准利率。交易员对于美联储降息预期大幅降温——自1月份以来，6月23日/ 12月23日SOFR期货价差急剧扩大在2月份，包括非农就业数据以及零售销售额在内的一系列劲爆的数据令美联储加息压力陡增，或许在一段时间内很难再感受到偏向“鸽派”的政策预期和相关言论。高盛、美国银行等华尔街知名金融机构在短期内迅速将美联储本轮加息周期的利率峰值预期上调至5.25%-5.5%，高于一系列火热的经济数据出炉前，华尔街预期的5%上下这一乐观预期。德意志银行在近期发布报告称，最新的通胀数据显示美联储将需要进一步收紧货币政策，该机构目前将美联储利率峰值预期从此前的5.1%预期上调至5.6%，并预计美联储将在6月和7月分别加息25个基点。在关于美联储何时开启降息周期的预判方面，美国银行认为美联储将在2024年3月进行加息周期之后的首次降息;摩根士丹利在最新报告中预计美联储将在2024年3月进行首次降息，之前该机构的预测是2023年12月。CME“美联储观察工具”显示，多数利率期货交易员押注美联储本轮加息周期将加息至5.25%-5.5%区间，远远高于在非农数据公布之前预期的4.75%-5.0%这一区间。更重要的是，年前的降息预期已大幅度降温，多数交易员不再押注年前降息。要知道，在今年多数时间段，甚至多数利率期货交易员押注美联储在年底之前降息两次。加息预期急剧升温，“全球资产定价之锚”闻风起舞在近期，全球债券和股票市场已经开始消化继3月和5月预期加息之后，6月加息25个基点的预期。华尔街经济学家一直在修正他们对6月加息幅度的预测，多数坚称6月将继续加息25基点。不过有些人士仍然预计随着通胀预期降温，6月美联储可能选择不再进行加息。在一系列强劲无比的经济数据，尤其是火热的通胀数据发布之后，债券市场正快速转变观点，认为利率将在更长时间内保持在较高水平。在经历了几乎整整一年的加息之后，美国经济已被证明比经济学家预期的情况更为强劲。加息预期的调整使6个月期美国国债收益率攀升至5.14%，仅略低于2007年3月12日以来的最高水平。有着“全球资产定价之锚”之称的10年期美债收益率在最近一段时间重新上逼4%，主要逻辑在于——在高于市场预期的非农就业数据、零售销售数据，以及CPI和PCE数据正式公布后，市场对于美联储加息的预期急剧升温，加之近期美联储官员们频繁的鹰派发言令美国国债近期承压(收益率变动与价格趋势相反)。对货币政策敏感的2年期美债收益率更是升破4.85%，创去年10月末以来最高，十分接近2007年7月的高水平。作为金融市场无风险利率的最重要参照标的，10年期美债收益率是全球众多金融工具的参考基准，比如全球公司债和国债的基准收益率，以及美国抵押贷款利率等。因此，其他国家的债券市场也受到美债收益率走势的影响，由于市场预期美联储将继续大举收紧货币政策，美债收益率正被推高。从理论层面来看，10年期美债收益率相当于股票市场中重要估值模型——DCF估值模型中分母端的r指标，分析师们一般以10年期美债收益率为基准设定r值，在其他指标未发生明显变化的情况下，分母水平越高，股票等权益类资产的估值自然也越低。因此，10年期美债债券收益率的上升在一定程度上加剧了2月份的美股回调。标普500指数2月份累计下跌2.61%，使得今年迄今涨幅收缩至3.4%。当前，“全球资产定价之锚”仍然是悬在全球股市头上的“达摩克利斯之剑”。随着全球市场进入3月，“全球资产定价之锚”持续维持在历史高位附近带来的估值威慑力，以及投资者对通胀高企的担忧，大概率将继续加剧全球股市反弹所面临的的压力。纽约梅隆银行市场策略主管Daniel Tenengauzer表示，“全球资产定价之锚”逼近4%将压制股市。“收益率接近或高于4%，意味着市场在定价美联储主席鲍威尔描述的‘Higher forlonger’。鉴于高于预期的通胀和更长时间紧缩，美债收益率难以在中长期内跌回低区间，这正在产生负面的影响。”德意志银行的私人银行部门全球首席投资官Christian Nolting表示，美国遭遇的任何衰退都可能是短暂的，他预计美联储今年将不会降息，因为通胀仍然很高。他预计作为全球借贷成本基准的10年期美国国债收益率可能将在年底前升至4.20%，因为美联储将继续抗击通胀。高盛首席利率策略师PraveenKorapaty去年12月预计，10年期美债收益率在2023年第二季度将跃升至4.5%，随后在第三季度跌至4.4%，预计2023年最终以4.3%收尾。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.6}},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982499,"gmtCreate":1677648750912,"gmtModify":1677648754248,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😝","listText":"😝","text":"😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982499","repostId":"2316657135","repostType":4,"isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982514,"gmtCreate":1677648742439,"gmtModify":1677648746017,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982514","repostId":"2316765765","repostType":4,"repost":{"id":"2316765765","kind":"news","pubTimestamp":1677645801,"share":"https://ttm.financial/m/news/2316765765?lang=en_US&edition=fundamental","pubTime":"2023-03-01 12:43","market":"sh","language":"zh","title":"Chevron CEO: The company is not in a hurry to merge and acquire, but the possibility of oil giant integration exists","url":"https://stock-news.laohu8.com/highlight/detail?id=2316765765","media":"智通财经","summary":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示，西方国家的五大石油生产商之间的整合仍然有可能发生，但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平","content":"<p><html><head></head><body>US oil and gas giants<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Chief Executive Michael Wirth said on Tuesday that consolidation among the five largest oil producers in Western countries is still possible, but will face regulatory obstacles.</p><p>Oil business-focused<a href=\"https://laohu8.com/S/USEG\">US Energy</a>The soaring stock prices and cash levels of giants have caused Wall Street M&A giants to start talking about possible deals between U.S. and European oil producers, especially as the market value gap between European and American oil giants is widening, triggering Wall Street speculation about M&A. Analysts at Citigroup speculated in January that Chevron may<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM.US) may acquire from Europe due to valuation differences<a href=\"https://laohu8.com/S/BP\">British Oil</a>(BP.US), Shell (SHEL.US)<a href=\"https://laohu8.com/S/TTE\">Total</a>Energy (TTE.US).</p><p>\"I've never said never (oil majors consolidate),\" Michael Voss said at a media briefing after the company issued its annual business update to investors. \"But given the reality of getting such a plan approved, it's not straightforward to execute.\"</p><p>Regulatory and government approvals have made the process more complicated than in the late 1990s, when a rise in oil companies and depressed share prices triggered consolidation among companies, giving birth to several super oil majors. \"When there are fewer and fewer people or things overlapping, the regulatory challenges and government approvals and so on get a little more complicated,\" Voss said.</p><p>He stressed that Chevron is not in a hurry to make large-scale mergers and acquisitions in the oil or renewable energy sector, and will remain committed to tightly controlling spending even during periods of high energy prices and abundant cash. \"Spending money faster doesn't necessarily lead to better opportunities. It just means spending money faster,\" says Voss. \"We will be patient.\"</p><p>It is understood that Chevron announced at its annual investor conference yesterday that its goal is to maintain capital and cost discipline and achieve higher returns while increasing energy supply. Chevron expects annual free cash flow growth of more than 10% under the assumption of Brent crude oil at $60 per barrel and is raising its share buyback guidance range to $10 billion to $20 billion per year. Additionally, the company will increase its annual share repurchase target to $17.5 billion starting in the second quarter.</p><p>Regarding capital expenditures, Chevron maintained its guidance for annual organic capital expenditures of $13 billion to $15 billion through 2027, confirmed its guidance for annual oil and gas production growth of more than 3% through 2027, and extended its 12% return on capital employed (ROCE) target to 2027 (assuming Brent crude oil price of $60).</p><p>In the financial report released in January, the company increased its Dividend per share by 6%, and the board of directors also approved a new $75 billion share repurchase plan-Chevron currently announced shares in the coming period. The repurchase scale is US $75 billion, and the specific time period has not been disclosed yet.</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Chevron CEO: The company is not in a hurry to merge and acquire, but the possibility of oil giant integration exists</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\">\nChevron CEO: The company is not in a hurry to merge and acquire, but the possibility of oil giant integration exists\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-03-01 12:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>US oil and gas giants<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Chief Executive Michael Wirth said on Tuesday that consolidation among the five largest oil producers in Western countries is still possible, but will face regulatory obstacles.</p><p>Oil business-focused<a href=\"https://laohu8.com/S/USEG\">US Energy</a>The soaring stock prices and cash levels of giants have caused Wall Street M&A giants to start talking about possible deals between U.S. and European oil producers, especially as the market value gap between European and American oil giants is widening, triggering Wall Street speculation about M&A. Analysts at Citigroup speculated in January that Chevron may<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM.US) may acquire from Europe due to valuation differences<a href=\"https://laohu8.com/S/BP\">British Oil</a>(BP.US), Shell (SHEL.US)<a href=\"https://laohu8.com/S/TTE\">Total</a>Energy (TTE.US).</p><p>\"I've never said never (oil majors consolidate),\" Michael Voss said at a media briefing after the company issued its annual business update to investors. \"But given the reality of getting such a plan approved, it's not straightforward to execute.\"</p><p>Regulatory and government approvals have made the process more complicated than in the late 1990s, when a rise in oil companies and depressed share prices triggered consolidation among companies, giving birth to several super oil majors. \"When there are fewer and fewer people or things overlapping, the regulatory challenges and government approvals and so on get a little more complicated,\" Voss said.</p><p>He stressed that Chevron is not in a hurry to make large-scale mergers and acquisitions in the oil or renewable energy sector, and will remain committed to tightly controlling spending even during periods of high energy prices and abundant cash. \"Spending money faster doesn't necessarily lead to better opportunities. It just means spending money faster,\" says Voss. \"We will be patient.\"</p><p>It is understood that Chevron announced at its annual investor conference yesterday that its goal is to maintain capital and cost discipline and achieve higher returns while increasing energy supply. Chevron expects annual free cash flow growth of more than 10% under the assumption of Brent crude oil at $60 per barrel and is raising its share buyback guidance range to $10 billion to $20 billion per year. Additionally, the company will increase its annual share repurchase target to $17.5 billion starting in the second quarter.</p><p>Regarding capital expenditures, Chevron maintained its guidance for annual organic capital expenditures of $13 billion to $15 billion through 2027, confirmed its guidance for annual oil and gas production growth of more than 3% through 2027, and extended its 12% return on capital employed (ROCE) target to 2027 (assuming Brent crude oil price of $60).</p><p>In the financial report released in January, the company increased its Dividend per share by 6%, and the board of directors also approved a new $75 billion share repurchase plan-Chevron currently announced shares in the coming period. The repurchase scale is US $75 billion, and the specific time period has not been disclosed yet.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/884968.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3b7adcf720c943d13b1316a7ca63357","relate_stocks":{"LU0122376428.USD":"贝莱德世界能源基金A2","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4201":"综合性石油与天然气企业","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","BK4581":"高盛持仓","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","BK4570":"地缘局势概念股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","CVX":"雪佛龙","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4566":"资本集团","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4559":"巴菲特持仓","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4588":"碎股","BK4550":"红杉资本持仓","LU0300736062.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/884968.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316765765","content_text":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示，西方国家的五大石油生产商之间的整合仍然有可能发生，但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平飙升，令华尔街的并购大佬们开始谈论美国与欧洲石油生产商之间可能达成的交易，尤其是随着欧美石油巨头的市值差距越来越大，引发华尔街关于并购的猜想。花旗集团的分析师1月份曾猜测，雪佛龙或埃克森美孚(XOM.US)可能会因估值差异收购来自欧洲的英国石油(BP.US)、壳牌(SHEL.US)或者道达尔能源(TTE.US)。迈克尔·沃斯在公司向投资者发布年度业务更新后的媒体吹风会上表示:“我从来没有说过永远不会(石油巨头整合)。”“但考虑到要让这样的计划获得批准的现实，执行起来并不简单。”监管机构和政府的批准使这一过程比上世纪90年代末更为复杂，当时石油公司数量增多，股价低迷，引发了公司之间的整合，催生了几家超级石油巨头。沃斯表示:“当重叠的人或物变得越来越少时，监管挑战和政府批准等就会变得有点复杂。”他强调，雪佛龙并不急于在石油或可再生能源领域进行大规模的并购，即使在能源价格高企和现金充裕的时期，雪佛龙仍将致力于严格控制支出。“花钱更快不一定能带来更好的机会。这只是意味着花钱更快。”沃斯表示。“我们将保持耐心。”据了解，雪佛龙昨日在年度投资者会议上宣布，其目标是保持资本和成本纪律，在增加能源供应的同时实现更高的回报。在假设布伦特原油为每桶60美元的情况下，雪佛龙预计年度自由现金流增长将超过10%，并将股票回购指引区间提高至每年100亿至200亿美元。此外，该公司将从第二季度开始将年度股票回购目标提高到175亿美元。关于资本支出方面，雪佛龙维持到2027年年度有机资本支出达130亿至150亿美元的指引，确认了到2027年石油和天然气产量年增长率超过3%的指引，并将12%的已动用资本回报率(ROCE)目标延长至2027年(假设布伦特原油价格为60美元)。在1月公布的财报中，该公司将每股股息提高了6%，董事会还批准了一项新的750亿美元股票回购计划——目前雪佛龙公布的未来一段时间内的股票回购规模为750亿美元，具体的时间段则暂未披露。","news_type":1,"symbols_score_info":{"CVX":1}},"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982223,"gmtCreate":1677648734463,"gmtModify":1677648738948,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982223","repostId":"1140623032","repostType":4,"repost":{"id":"1140623032","kind":"news","pubTimestamp":1677646483,"share":"https://ttm.financial/m/news/1140623032?lang=en_US&edition=fundamental","pubTime":"2023-03-01 12:54","market":"sh","language":"zh","title":"Car companies cut prices, battery companies die first? The danger of being behind 15th place","url":"https://stock-news.laohu8.com/highlight/detail?id=1140623032","media":"汽车商业评论","summary":"新能源车企掀起降价潮，电池企业首当其冲。车企销量决定电池企业的订单。今年1月新能源车企销量同比和环比下滑，让围绕着主机厂的整个零部件产业链都很焦虑。真锂研究总裁墨柯对汽车商业评论记者说，车企最近和电池","content":"<p><html><head></head><body>New energy vehicle companies set off a wave of price cuts, and battery companies bear the brunt.</p><p>The sales of car companies determine the orders of battery companies. In January this year, the sales of new energy vehicle companies declined year-on-year and month-on-month, which made the entire parts industry chain surrounding OEMs very anxious.</p><p>Mo Ke, president of True Lithium Research, told a reporter from the Automotive Business Review that car companies and battery suppliers have recently renegotiated agreements signed last year, and the overall requirements are either volume reduction, price reduction, or both.</p><p>Under such circumstances, Ningde Times, the leading brother with its own mines, has provided a \"lithium mine rebate\" plan for strategic major customers. Yiwei Lithium Energy also said that it will give profits to car companies this year, and other battery companies will follow suit, either giving profits or reducing prices, starting the knockout competition of battery companies.</p><p>Zhang Xiaoan, the person in charge of a battery company in central China, told a reporter from the Automobile Business Review that the industry has indeed begun to cut prices, and his company has already cut prices.</p><p>The reason for the price reduction depends on the sales volume of car companies, and the other is the decline in the price of upstream lithium mines.</p><p>Wind data shows that as of February 24, the average price of domestic battery-grade lithium carbonate fell below the 400,000 yuan/ton mark, closing at 399,750 yuan/ton, down from the high point of nearly 600,000 yuan/ton in November 2022. More than 30%.</p><p>\"When the upstream price increases, our profits are diluted, but there are many orders. Because car companies are afraid that the upstream price will continue to increase, they are competing to lock orders with us. When the price of lithium mines is reduced, our profits will be good, but car companies will wait and see. It has to judge whether it will continue to cut prices. Once we wait and see, our orders will be less.\" Zhang Xiaoan said, \"Battery companies look glamorous, but in fact they are squeezed at both ends.\"</p><p><b>\"We have a hard time\"</b></p><p>According to the annual installed capacity, Zhang Xiaoan's company is less than 10GWh, which belongs to the \"third camp\".</p><p>In the past two years, domestic new energy vehicles developed rapidly. Zhang Xiaoan changed jobs from a foreign-funded enterprise with good salary and promotion opportunities to a developing battery enterprise in central China as an executive.</p><p>Although it is not as large as the companies in the first and second camps, compared with the existing production capacity, this company's orders have a higher capacity utilization rate, and its life is not bad. The gross profit margin is more than 10%, which is higher than the battery industry. 10% average.</p><p>\"Now we have a hard time.\" Zhang Xiaoan told the reporter of Automobile Business Review.</p><p>Contemporary Amperex Technology Co., Limited was exposed to the \"lithium mine rebate\" plan. Yiwei Lithium Energy also said in an interaction with investors on February 20 that \"considering that downstream customers are basically not yet profitable, this year they will benefit downstream in terms of profits.\" Other battery companies have more or less chosen to follow up.</p><p>\"Battery companies have started to cut prices.\" Zhang Xiaoan said that compared with the end of last year, the price of his company has dropped by more than ten percentage points.</p><p>Zhang Xiaoan said that Contemporary Amperex Technology Co., Limited is the leader in the industry.</p><p>\"'Big Brother' is still good, and it hasn't cut prices for so many years. If it used the trick of price reduction, there would be no problem with the second-and third-tier battery factories behind it.\" Zhang Xiaoan said, \"But its lithium mine rebate plan has a great impact on other companies. Big. 'Big Brother' did this, one was to bet on the price of lithium, and the other was to feel a crisis.\"</p><p>In January this year, the new energy vehicle market rarely experienced a year-on-year decline in a single month. Data show that retail sales of new energy passenger vehicles in January were 332,000 units, a year-on-year decrease of 6.3% and a month-on-month decrease of 48.3%.</p><p>In the first month when the state subsidy for new energy vehicles, which has been implemented for 14 years, was withdrawn from the historical stage and the purchase tax was halved, the new energy market did not show the sustained explosive growth trend in the past. Of course, there are also factors of the Spring Festival holiday.</p><p>From the perspective of the new energy vehicle industry chain, combined with the financial reports released by listed companies, the upstream lithium mining industry will have the highest gross profit margin in 2022 (the first three quarters).</p><p>Lithium mining companies account for more than 55%, battery companies account for about 10%, and CATL is the highest, reaching 18.95%; The situation of OEMs varies, BYD's highest rate is 19%, and some car companies suffer losses and have negative profits.</p><p>Looking at the industrial chain of battery companies in detail, the gross profit margin of positive electrode materials is less than 20%, the gross profit margin of negative electrode materials ranges from 17% to 30%, the gross profit margin of electrolyte, separator and lithium battery equipment is about 40%, and the gross profit margin of lithium battery copper foil is 25%-33.93%.</p><p>Compared with all parties, the gross profit margin of battery companies is in the middle or even below the middle. According to Zhang Xiaoan's calculation, the current price reduction allows the company to only maintain the industry average of 10%.</p><p><b>Start with Ningwang Rebate</b></p><p>Battery companies have started a price reduction competition, starting with CATL's rebate plan for strategic major customers.</p><p>The recently circulated \"rebate plan\" states that in the next three years, CATL will provide \"lithium mine rebates\" to strategic customer car companies, and the price of 50% of the power battery lithium carbonate purchased by car companies (the proportion will be adjusted) will be 200,000 yuan/ton settlement, and the rest will be calculated according to the market price, and the price difference will be returned to the OEM. For OEMs that have accepted the concession, the proportion of batteries purchased within three years shall not be less than 80%, and the supply volume in the fourth-fifth years shall not be lower than that of the previous year. Eight car companies, including Tesla, participated in the negotiation of the \"lithium mine profit concession\" agreement, among which Tesla rejected the proposal.</p><p>Industry insiders close to CATL told the Automobile Business Review reporter that there is indeed such a rebate plan, but there are two big discrepancies.</p><p>First, there is no Tesla among the car companies under the \"rebate plan\".</p><p>Contemporary Amperex Technology Co., Limited's supply to Tesla is very large, and the discounts are also large. If you talk about the \"rebate plan\" with Tesla, other car companies will not have a profit share.</p><p>Second, Ningwang did not reduce the price, and rebate does not mean price reduction.</p><p>Some commentators say that CATL's move is to \"choose one\" between maintaining profits and maintaining market share. The person said that Ningjia Battery has not cut prices, so it will not affect the gross profit margin of the battery business.</p><p>Part of Ningwang's profit is taken from incremental profits, not battery profits. This part of the incremental profits comes from the mass production of its own lithium mine in Jiangxi this year, which will produce tens of thousands of tons (some securities firms analyze that it is 30,000-40,000 tons) lithium carbonate raw materials.</p><p>The person said that CATL had previously proposed to use its own mines to subsidize the \"big profit reward\" of strategic major customers. Jiangxi Lithium Mine was mass-produced this year. At this time, it took the initiative to propose the plan in order to fulfill the promise at that time.</p><p>The so-called \"strategic major customers\" are car companies whose battery purchases are basically more than 80%, and some of them are 100% exclusive customers of CATL. These major customers and CATL are \"dimensional bound\" and generally sign a five-year purchase agreement.</p><p>The so-called dimensional binding, also called dimensional linkage, is to prevent car companies from \"slapping their heads at the beginning of the year and slapping their thighs at the end of the year\"-a procurement model formed by abandoning the purchase of batteries ordered at the beginning of the year due to the gap between output and plan, causing huge losses to battery companies. Advance payments and deposits from car companies are required.</p><p>It is precisely because the two parties have been deeply bound for a long time that CATL proposed lithium mine rebates to help customer car companies reduce costs and improve market competitiveness.</p><p>At present, if there is no profit from raw materials for car companies, it will be difficult for car companies to cut prices in this unexpected wave of price cuts. With most new energy vehicle companies still losing money, biting the bullet and cutting prices can only damage their own profits.</p><p>Only when car companies make profits and market competitiveness is enhanced can CATL obtain more orders.</p><p>\"The choice lies with the customer car company. It depends on the car company's prediction of the price of lithium carbonate in the next three years. If the car company judges that the price can drop below 200,000 yuan within one year, it does not need to participate in the lithium mine rebate.\" The source said that Ningde Times proposed 200,000 yuan/ton of lithium carbonate as the price standard, and it also calculated that the car company will definitely not lose money according to this price rebate.</p><p><b>What do car companies think and how to choose</b></p><p>Car company A executives believe that CATL's lithium mine rebate plan is actually the launch of the knockout round. \"This is also forced.\"</p><p>The top 15 battery companies began to expand production capacity frantically last year or even the year before last. This means that a large amount of battery production will be released this year, and the sales growth rate of domestic new energy vehicles may not be as good as last year. Under such a supply and demand relationship, this year's battery track is particularly cruel, and the knockout round is carried out ahead of schedule.</p><p>He believes that if battery companies ranked after 15th compete with the giants in front of them in terms of production capacity and price, the outcome will be tragic.</p><p>Batteries belong to the to B business. If the knockout competition of car companies facing consumers (to C) is coming, it must be the to B companies that enter the cruel knockout competition first.</p><p>The number of users of the to B business is limited, and the final struggle is technology, reliability and cost.</p><p>CATL has lithium mines in the middle, large-scale capabilities in the middle, and battery cascade utilization and battery swap services in the downstream. In addition, it has bound many car companies and upstream and downstream companies in the industrial chain through various investment methods, forming a complete set of upstream and downstream companies. Linkage capabilities of downstream industrial chains.</p><p>The executive believes that battery companies with the lowest installed capacity will have greater risks if they compete for ternary lithium batteries and lithium iron phosphate batteries. Three or four years ago, there was still a chance to compete with these two technical routes, but now it will be difficult, because after the battery is installed in the vehicle, it is generally promised a shelf life of five or six years, and companies with small installed capacity have uncertainties about sustainable supply in the future. risk.</p><p>He suggested that small battery companies turn around in advance, make plans early, and look at opportunities in other tracks such as energy storage, consumption or commercial vehicles.</p><p>A car company is on the list of CATL's \"rebate plan\". The executive told the reporter of Automobile Business Review that he was still hesitant whether to participate in this \"big reward\" and had not yet made a final decision.</p><p>He said that the plan is to bet on whether the lithium price will drop below 200,000 yuan/ton in the next three years. One bet is three years. The time is too long and the bet is a bit big.</p><p>In addition to CATL, car company A has introduced secondary and tertiary supply battery factories, and both battery factories rank among the top 15 in terms of domestic installed capacity.</p><p>The aforementioned industry insiders close to CATL said that whether car companies choose a rebate plan, in addition to judging the price trend of lithium carbonate in the next three years, also need to consider whether they urgently need to expand market share this year to survive and corporate cash flow. After all, choosing battery One Brother needs advance payment and deposit as a supplier.</p><p>This is a lot of money for car companies.</p><p>A manager of B, a commercial vehicle company that uses CATL batteries, told the Automotive Business Review reporter that it signed a five-year purchase agreement with CATL as early as 2021. The deposit for \"dimensional linkage\" is nearly 20 million yuan. If the purchase volume is consistent with the agreement If the reduction is compared, it will be deducted from the deposit, and the development and service cost of the standard production line (non-customized production line) is 100 million yuan.</p><p>At the beginning of 2021, the competitor signed a long-term agreement with one of the top 10 battery companies to lock in the price and avoid the linkage price increase caused by the soaring price of lithium carbonate. Overall, the cost of bicycles was saved by about 100,000 yuan.</p><p>At present, B car companies are also importing secondary supplies from the top 10 battery companies for export business. The manager said that bicycles using secondary batteries are beneficial and profitable. CATL's batteries are relatively expensive, and selling a car is basically unprofitable, but CATL's batteries are indeed of good quality.</p><p>\"We don't lack suppliers. What we lack is money,\" the executive said.</p><p>However, according to the aforementioned industry insiders close to CATL, there are also car companies and even overseas car company customers who are not on the rebate plan list, hoping to enjoy lithium mine rebates.</p><p>Given that its Jiangxi lithium mine can only produce tens of thousands of tons of lithium carbonate this year, these car companies may have to wait until next year when they produce more. (Zhang Xiaoan, the interviewee in this article, is a pseudonym)</p><p></body></html></p>","source":"lsy1567685908368","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>Car companies cut prices, battery companies die first? The danger of being behind 15th place</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\">\nCar companies cut prices, battery companies die first? The danger of being behind 15th place\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">汽车商业评论</strong><span class=\"h-time small\">2023-03-01 12:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>New energy vehicle companies set off a wave of price cuts, and battery companies bear the brunt.</p><p>The sales of car companies determine the orders of battery companies. In January this year, the sales of new energy vehicle companies declined year-on-year and month-on-month, which made the entire parts industry chain surrounding OEMs very anxious.</p><p>Mo Ke, president of True Lithium Research, told a reporter from the Automotive Business Review that car companies and battery suppliers have recently renegotiated agreements signed last year, and the overall requirements are either volume reduction, price reduction, or both.</p><p>Under such circumstances, Ningde Times, the leading brother with its own mines, has provided a \"lithium mine rebate\" plan for strategic major customers. Yiwei Lithium Energy also said that it will give profits to car companies this year, and other battery companies will follow suit, either giving profits or reducing prices, starting the knockout competition of battery companies.</p><p>Zhang Xiaoan, the person in charge of a battery company in central China, told a reporter from the Automobile Business Review that the industry has indeed begun to cut prices, and his company has already cut prices.</p><p>The reason for the price reduction depends on the sales volume of car companies, and the other is the decline in the price of upstream lithium mines.</p><p>Wind data shows that as of February 24, the average price of domestic battery-grade lithium carbonate fell below the 400,000 yuan/ton mark, closing at 399,750 yuan/ton, down from the high point of nearly 600,000 yuan/ton in November 2022. More than 30%.</p><p>\"When the upstream price increases, our profits are diluted, but there are many orders. Because car companies are afraid that the upstream price will continue to increase, they are competing to lock orders with us. When the price of lithium mines is reduced, our profits will be good, but car companies will wait and see. It has to judge whether it will continue to cut prices. Once we wait and see, our orders will be less.\" Zhang Xiaoan said, \"Battery companies look glamorous, but in fact they are squeezed at both ends.\"</p><p><b>\"We have a hard time\"</b></p><p>According to the annual installed capacity, Zhang Xiaoan's company is less than 10GWh, which belongs to the \"third camp\".</p><p>In the past two years, domestic new energy vehicles developed rapidly. Zhang Xiaoan changed jobs from a foreign-funded enterprise with good salary and promotion opportunities to a developing battery enterprise in central China as an executive.</p><p>Although it is not as large as the companies in the first and second camps, compared with the existing production capacity, this company's orders have a higher capacity utilization rate, and its life is not bad. The gross profit margin is more than 10%, which is higher than the battery industry. 10% average.</p><p>\"Now we have a hard time.\" Zhang Xiaoan told the reporter of Automobile Business Review.</p><p>Contemporary Amperex Technology Co., Limited was exposed to the \"lithium mine rebate\" plan. Yiwei Lithium Energy also said in an interaction with investors on February 20 that \"considering that downstream customers are basically not yet profitable, this year they will benefit downstream in terms of profits.\" Other battery companies have more or less chosen to follow up.</p><p>\"Battery companies have started to cut prices.\" Zhang Xiaoan said that compared with the end of last year, the price of his company has dropped by more than ten percentage points.</p><p>Zhang Xiaoan said that Contemporary Amperex Technology Co., Limited is the leader in the industry.</p><p>\"'Big Brother' is still good, and it hasn't cut prices for so many years. If it used the trick of price reduction, there would be no problem with the second-and third-tier battery factories behind it.\" Zhang Xiaoan said, \"But its lithium mine rebate plan has a great impact on other companies. Big. 'Big Brother' did this, one was to bet on the price of lithium, and the other was to feel a crisis.\"</p><p>In January this year, the new energy vehicle market rarely experienced a year-on-year decline in a single month. Data show that retail sales of new energy passenger vehicles in January were 332,000 units, a year-on-year decrease of 6.3% and a month-on-month decrease of 48.3%.</p><p>In the first month when the state subsidy for new energy vehicles, which has been implemented for 14 years, was withdrawn from the historical stage and the purchase tax was halved, the new energy market did not show the sustained explosive growth trend in the past. Of course, there are also factors of the Spring Festival holiday.</p><p>From the perspective of the new energy vehicle industry chain, combined with the financial reports released by listed companies, the upstream lithium mining industry will have the highest gross profit margin in 2022 (the first three quarters).</p><p>Lithium mining companies account for more than 55%, battery companies account for about 10%, and CATL is the highest, reaching 18.95%; The situation of OEMs varies, BYD's highest rate is 19%, and some car companies suffer losses and have negative profits.</p><p>Looking at the industrial chain of battery companies in detail, the gross profit margin of positive electrode materials is less than 20%, the gross profit margin of negative electrode materials ranges from 17% to 30%, the gross profit margin of electrolyte, separator and lithium battery equipment is about 40%, and the gross profit margin of lithium battery copper foil is 25%-33.93%.</p><p>Compared with all parties, the gross profit margin of battery companies is in the middle or even below the middle. According to Zhang Xiaoan's calculation, the current price reduction allows the company to only maintain the industry average of 10%.</p><p><b>Start with Ningwang Rebate</b></p><p>Battery companies have started a price reduction competition, starting with CATL's rebate plan for strategic major customers.</p><p>The recently circulated \"rebate plan\" states that in the next three years, CATL will provide \"lithium mine rebates\" to strategic customer car companies, and the price of 50% of the power battery lithium carbonate purchased by car companies (the proportion will be adjusted) will be 200,000 yuan/ton settlement, and the rest will be calculated according to the market price, and the price difference will be returned to the OEM. For OEMs that have accepted the concession, the proportion of batteries purchased within three years shall not be less than 80%, and the supply volume in the fourth-fifth years shall not be lower than that of the previous year. Eight car companies, including Tesla, participated in the negotiation of the \"lithium mine profit concession\" agreement, among which Tesla rejected the proposal.</p><p>Industry insiders close to CATL told the Automobile Business Review reporter that there is indeed such a rebate plan, but there are two big discrepancies.</p><p>First, there is no Tesla among the car companies under the \"rebate plan\".</p><p>Contemporary Amperex Technology Co., Limited's supply to Tesla is very large, and the discounts are also large. If you talk about the \"rebate plan\" with Tesla, other car companies will not have a profit share.</p><p>Second, Ningwang did not reduce the price, and rebate does not mean price reduction.</p><p>Some commentators say that CATL's move is to \"choose one\" between maintaining profits and maintaining market share. The person said that Ningjia Battery has not cut prices, so it will not affect the gross profit margin of the battery business.</p><p>Part of Ningwang's profit is taken from incremental profits, not battery profits. This part of the incremental profits comes from the mass production of its own lithium mine in Jiangxi this year, which will produce tens of thousands of tons (some securities firms analyze that it is 30,000-40,000 tons) lithium carbonate raw materials.</p><p>The person said that CATL had previously proposed to use its own mines to subsidize the \"big profit reward\" of strategic major customers. Jiangxi Lithium Mine was mass-produced this year. At this time, it took the initiative to propose the plan in order to fulfill the promise at that time.</p><p>The so-called \"strategic major customers\" are car companies whose battery purchases are basically more than 80%, and some of them are 100% exclusive customers of CATL. These major customers and CATL are \"dimensional bound\" and generally sign a five-year purchase agreement.</p><p>The so-called dimensional binding, also called dimensional linkage, is to prevent car companies from \"slapping their heads at the beginning of the year and slapping their thighs at the end of the year\"-a procurement model formed by abandoning the purchase of batteries ordered at the beginning of the year due to the gap between output and plan, causing huge losses to battery companies. Advance payments and deposits from car companies are required.</p><p>It is precisely because the two parties have been deeply bound for a long time that CATL proposed lithium mine rebates to help customer car companies reduce costs and improve market competitiveness.</p><p>At present, if there is no profit from raw materials for car companies, it will be difficult for car companies to cut prices in this unexpected wave of price cuts. With most new energy vehicle companies still losing money, biting the bullet and cutting prices can only damage their own profits.</p><p>Only when car companies make profits and market competitiveness is enhanced can CATL obtain more orders.</p><p>\"The choice lies with the customer car company. It depends on the car company's prediction of the price of lithium carbonate in the next three years. If the car company judges that the price can drop below 200,000 yuan within one year, it does not need to participate in the lithium mine rebate.\" The source said that Ningde Times proposed 200,000 yuan/ton of lithium carbonate as the price standard, and it also calculated that the car company will definitely not lose money according to this price rebate.</p><p><b>What do car companies think and how to choose</b></p><p>Car company A executives believe that CATL's lithium mine rebate plan is actually the launch of the knockout round. \"This is also forced.\"</p><p>The top 15 battery companies began to expand production capacity frantically last year or even the year before last. This means that a large amount of battery production will be released this year, and the sales growth rate of domestic new energy vehicles may not be as good as last year. Under such a supply and demand relationship, this year's battery track is particularly cruel, and the knockout round is carried out ahead of schedule.</p><p>He believes that if battery companies ranked after 15th compete with the giants in front of them in terms of production capacity and price, the outcome will be tragic.</p><p>Batteries belong to the to B business. If the knockout competition of car companies facing consumers (to C) is coming, it must be the to B companies that enter the cruel knockout competition first.</p><p>The number of users of the to B business is limited, and the final struggle is technology, reliability and cost.</p><p>CATL has lithium mines in the middle, large-scale capabilities in the middle, and battery cascade utilization and battery swap services in the downstream. In addition, it has bound many car companies and upstream and downstream companies in the industrial chain through various investment methods, forming a complete set of upstream and downstream companies. Linkage capabilities of downstream industrial chains.</p><p>The executive believes that battery companies with the lowest installed capacity will have greater risks if they compete for ternary lithium batteries and lithium iron phosphate batteries. Three or four years ago, there was still a chance to compete with these two technical routes, but now it will be difficult, because after the battery is installed in the vehicle, it is generally promised a shelf life of five or six years, and companies with small installed capacity have uncertainties about sustainable supply in the future. risk.</p><p>He suggested that small battery companies turn around in advance, make plans early, and look at opportunities in other tracks such as energy storage, consumption or commercial vehicles.</p><p>A car company is on the list of CATL's \"rebate plan\". The executive told the reporter of Automobile Business Review that he was still hesitant whether to participate in this \"big reward\" and had not yet made a final decision.</p><p>He said that the plan is to bet on whether the lithium price will drop below 200,000 yuan/ton in the next three years. One bet is three years. The time is too long and the bet is a bit big.</p><p>In addition to CATL, car company A has introduced secondary and tertiary supply battery factories, and both battery factories rank among the top 15 in terms of domestic installed capacity.</p><p>The aforementioned industry insiders close to CATL said that whether car companies choose a rebate plan, in addition to judging the price trend of lithium carbonate in the next three years, also need to consider whether they urgently need to expand market share this year to survive and corporate cash flow. After all, choosing battery One Brother needs advance payment and deposit as a supplier.</p><p>This is a lot of money for car companies.</p><p>A manager of B, a commercial vehicle company that uses CATL batteries, told the Automotive Business Review reporter that it signed a five-year purchase agreement with CATL as early as 2021. The deposit for \"dimensional linkage\" is nearly 20 million yuan. If the purchase volume is consistent with the agreement If the reduction is compared, it will be deducted from the deposit, and the development and service cost of the standard production line (non-customized production line) is 100 million yuan.</p><p>At the beginning of 2021, the competitor signed a long-term agreement with one of the top 10 battery companies to lock in the price and avoid the linkage price increase caused by the soaring price of lithium carbonate. Overall, the cost of bicycles was saved by about 100,000 yuan.</p><p>At present, B car companies are also importing secondary supplies from the top 10 battery companies for export business. The manager said that bicycles using secondary batteries are beneficial and profitable. CATL's batteries are relatively expensive, and selling a car is basically unprofitable, but CATL's batteries are indeed of good quality.</p><p>\"We don't lack suppliers. What we lack is money,\" the executive said.</p><p>However, according to the aforementioned industry insiders close to CATL, there are also car companies and even overseas car company customers who are not on the rebate plan list, hoping to enjoy lithium mine rebates.</p><p>Given that its Jiangxi lithium mine can only produce tens of thousands of tons of lithium carbonate this year, these car companies may have to wait until next year when they produce more. (Zhang Xiaoan, the interviewee in this article, is a pseudonym)</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5OTQzOTE0MA==&mid=2651564756&idx=1&sn=dc8f2602524b16c7662d1c30ad208802&chksm=bcc4749f8bb3fd89e06b764a7c2c1e1b6c4cec04c00ce3136a63903d81da96b15abe5450473a&mpshare=1&scene=23&srcid=03019UuHUxg1dxTKNVmaecnw&sharer_sharetime=1677632753610&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">汽车商业评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2aa846cc1babe0cf0ee45a6d345bfda","relate_stocks":{"300750":"宁德时代"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5OTQzOTE0MA==&mid=2651564756&idx=1&sn=dc8f2602524b16c7662d1c30ad208802&chksm=bcc4749f8bb3fd89e06b764a7c2c1e1b6c4cec04c00ce3136a63903d81da96b15abe5450473a&mpshare=1&scene=23&srcid=03019UuHUxg1dxTKNVmaecnw&sharer_sharetime=1677632753610&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140623032","content_text":"新能源车企掀起降价潮，电池企业首当其冲。车企销量决定电池企业的订单。今年1月新能源车企销量同比和环比下滑，让围绕着主机厂的整个零部件产业链都很焦虑。真锂研究总裁墨柯对汽车商业评论记者说，车企最近和电池供应商在重新谈判去年已经签署的协议，总体要求不是缩量就是降价，或者兼而有之。在这种情况下，自家有矿的带头大哥宁德时代针对战略大客户提供了“锂矿返利”计划，亿纬锂能也称今年会让利给车企，其他电池企业跟进，或让利或降价，开启了电池企业淘汰赛。某中部电池企业负责人张晓安对汽车商业评论记者说，行业确实已经开始降价，他所在的企业已经降价了。降价的原因，一个取决于车企销量，另一个是因为上游锂矿价格下跌。Wind数据显示，截止2月24日，国产电池级碳酸锂均价跌破了40万元/吨关口，收报39.975万元/吨，较2022年11月高点的近60万元/吨，下跌超过30%。“上游涨价的时候，我们利润被摊薄，但是订单多，因为车企怕上游持续涨价，就争着跟我们锁单。锂矿降价的时候，我们利润会好，但是车企会观望，它要判断是不是还继续降价，一观望，我们订单就少了。”张晓安称，“电池企业看起来光鲜，其实两头受挤压。”“我们日子难过了”按照年装机量来算，张晓安的企业不到10GWh，属于“第三阵营”。前两年，国内新能源汽车发展迅猛，张晓安从一家薪资和升迁机遇不错的外资企业跳槽，到一家正在发展中的中部电池企业担任高管。虽然不如第一阵营和第二阵营的企业规模大，但这家企业的订单和现有产能相比，产能利用率较高，日子过得还算可以，毛利率在10%以上，高于电池行业10%的平均水平。“现在我们日子难过了。”张晓安对汽车商业评论记者说。宁德时代被爆出“锂矿返利”计划，亿纬锂能也在2月20日和投资者互动时称“考虑到下游客户基本上还是尚未盈利的状态，今年在利润上让利下游”，其他电池企业或多或少都选择了跟进。“电池企业已经开始降价了。”张晓安说，自己的企业和去年年底相比，降价了十几个百分点。张晓安说，宁德时代是行业的带头大哥。“‘大哥’还是不错的，这么多年都没有降价过。要是它用降价这招，早就没有后面二三线电池厂啥事了。”张晓安称，“不过它的锂矿返利计划对其他企业影响很大。‘大哥’这么做，一是赌锂价，二是感到了危机。”今年1月，新能源车市场罕见出现单月同比下滑。数据显示，1月新能源乘用车零售销量33.2万辆，同比下降6.3%，环比下降48.3%。在实施了14年的新能源汽车国家补贴退出历史舞台和购置税减半的第一个月，新能源市场没有出现过去持续性爆发的增长态势。当然，这里面也有春节放假的因素。从新能源汽车产业链环节来看，结合上市公司已发布的财报，2022年（前三季度）毛利率最高的是上游锂矿行业。锂矿企业在55%以上，电池企业在10%左右，宁德时代最高，达到18.95%；主机厂情况各异，比亚迪最高为19%，有些车企则亏损，利润为负。再把电池企业产业链产业链细剖，正极材料毛利率不到20%，负极材料毛利率从17%到30%不等，电解液、隔膜和锂电设备的毛利率大概为40%，锂电铜箔为25%-33.93%。和各方相比，电池企业毛利率居于中等甚至中等偏下。据张晓安的测算，目前的降价幅度，让公司只能维持10%的业内平均水平。从宁王返利开始电池企业开启降价竞赛，从宁德时代给战略大客户的返利计划开始。近期流传的“返利计划”称，未来三年，宁德时代向战略客户车企提供“锂矿返利”，车企采购的50%（比例会有所调整）动力电池碳酸锂价格以20万元/吨结算，其余按照市价计算，差价返还主机厂。接受了让利的主机厂，三年内采购的电池比例不低于80%，第4-5年的供货量不低于前一年。参与“锂矿让利”协议谈判的有包括特斯拉在内的8家车企，其中特斯拉拒绝了该提议。接近宁德时代的业内人士对汽车商业评论记者说，确有此返利计划，但有两点出入较大。其一，“返利计划”的车企中没有特斯拉。宁德时代给特斯拉的供货量非常大，打的折扣也多，如果跟特斯拉谈“返利计划”，其他车企就没有让利份额了。其二，宁王没有降价，返利不等于降价。有评论说宁德时代此举是在保利润和保市占率中“二选一”。该人士称，宁家电池没有降价，因此不会影响电池业务的毛利率。宁王让利的部分取于增量利润，不是割让电池利润，这部分增量利润来自其位于江西的自有锂矿今年量产，将出产几万吨（一些券商分析是3万-4万吨）碳酸锂原材料。该人士说，宁德时代此前就提出拿自家矿来补贴战略大客户的“让利大酬宾”，江西锂矿今年量产了，此时主动提出该计划，是为了兑现当时的承诺。所谓“战略大客户”，是电池采购量基本在80%以上的车企，有些还是宁德时代100%独供的客户。这些大客户和宁德时代都是“量纲绑定”，一般签订五年采购协议。所谓量纲绑定也叫量纲联动，是为了避免车企出现“年初拍脑袋、年末拍大腿”——由于产量和计划有差距而弃购年初订购电池，对电池企业造成巨大损失形成的采购模式，需要车企预付款项和保证金。正因为双方早就深度绑定，宁德时代才提出锂矿返利，帮助客户车企降低成本、提高市场竞争力。眼下，如果没有从原材料上给车企让利，在这轮始料未及的降价潮中，车企很难降价。在大部分新能源车企还是亏损的状态下，硬着头皮降价只能折损自己的利润。只有车企盈利，市场竞争力增强，宁德时代才能获得更多的订单。“选择权在客户车企。就看车企对于未来三年碳酸锂价格的预判了。如果车企判断价格在一年之内就能大跌到20万元以下，就不用参与锂矿返利。”该人士称，宁德时代提出碳酸锂20万元/吨作为价格标准，也是计算过按照此价返利车企肯定不会亏。车企怎么看，怎么选车企A高管认为宁德时代此次锂矿返利计划，其实是启动了淘汰赛。“这也是被逼的。”排位前15的电池企业从去年甚至前年开始疯狂扩张产能。这意味着今年将释放大量电池产量，而国内新能源汽车的销量增速可能不如去年。在这样的供需关系下，今年电池赛道尤其残酷，淘汰赛提前进行。他认为，排位15名以后的电池企业，如果在产能和价格上和前面的巨头去拼，结局会是惨烈的。电池属于to B业务，如果面临消费者（to C）的车企淘汰赛来临，先进入残酷淘汰赛的一定是to B企业。to B业务的用户数量有限，最后拼的是技术、可靠性还有成本。宁德时代上有锂矿，中间有规模化的能力，下游有电池梯次利用和换电服务，此外，它通过各种投资方式绑定了很多车企以及产业链上下游企业，形成了一整套上下游产业链的联动能力。该高管认为，装机量排位在后的电池企业，如果再拼三元锂电池和磷酸铁锂电池，风险较大。三四年前拼这两个技术路线还有机会，现在会很难，因为电池装车之后，一般承诺五六年的保质期，装机量小的企业在未来可持续性供货上有不确定性的风险。他建议体量不大的电池企业提前掉头，早做布局，看看其他赛道诸如储能、消费或者商用车等方面的机会。A车企在宁德时代“返利计划”名单上。该高管对汽车商业评论记者称，还在犹豫要不要参加这个“大酬宾”，还未最后决定。他说，该计划是赌锂价未来三年是不是会降到20万元/吨以下，一赌就是三年，时间太长，赌得有点大。除了宁德时代之外，车企A已经导入了二供和三供电池厂，两家电池厂均位列国内装机量排行前15名。前述接近宁德时代的业内人士称，车企是否选择返利计划，除了需要研判未来三年碳酸锂的价格走势外，也需要考虑今年是否急需扩大市场份额求生存以及企业现金流，毕竟，选择电池一哥作为供应商需要预付款和保证金。这对车企来说是一笔不菲的资金。采用宁德时代电池的商用车车企B管理人员对汽车商业评论记者说，早在2021年就和宁德时代签署了五年采购协议，“量纲联动”的保证金近2000万元，如果采购量与协议相比减少就从保证金里扣，标准产线（非定制产线）的开发和服务费用为1亿元。而竞争对手在2021年年初就和排名前10位的一家电池企业签署了长协，锁定价格，避免了后面碳酸锂价格飙涨带来的联动涨价，总体算下来，使得单车成本节省了约10万元。目前，B车企也从排名前10的电池企业中导入二供，用于出口业务。该管理人员称，采用二供电池的单车有利可赚，宁德时代的电池比较贵，卖一辆车基本无利可图，但宁德时代的电池确实质量好。“我们不缺供应商。我们缺的是钱。”该管理人员说。不过，据前述接近宁德时代的业内人士了解，也有不在返利计划名单上的车企甚至海外车企客户找来，希望享受锂矿返利。鉴于其江西锂矿今年只能出产几万吨碳酸锂，这些车企可能要等到明年产量更多的时候才有利可返。（文中采访对象张晓安为化名）","news_type":1,"symbols_score_info":{"300750":0.9}},"isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957706176,"gmtCreate":1677538782396,"gmtModify":1677538786643,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😗","listText":"😗","text":"😗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957706176","repostId":"1106293277","repostType":4,"repost":{"id":"1106293277","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":1677508230,"share":"https://ttm.financial/m/news/1106293277?lang=en_US&edition=fundamental","pubTime":"2023-02-27 22:30","market":"us","language":"zh","title":"Opening | The three major U.S. stock indexes collectively opened higher, and new energy vehicle stocks generally rose","url":"https://stock-news.laohu8.com/highlight/detail?id=1106293277","media":"老虎资讯综合","summary":"2月27日，美股三大指数集体高开，道琼斯指数开盘上涨89.24点，涨幅0.27%，报32906.16点；标普500指数开盘上涨32.89点，涨幅0.83%，报4002.93点；纳斯达克综合指数开盘上涨","content":"<p><html><head></head><body>On February 27, the three major U.S. stock indexes collectively opened higher. The Dow Jones Index opened up 89.24 points, or 0.27%, to 32906.16 points; The S&P 500 index opened up 32.89 points, or 0.83%, to 4,002.93 points; The Nasdaq Composite Index opened up 126.30 points, or 1.11%, to 11,521.24 points.</p><p>New energy vehicle stocks generally rose,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rose more than 2%.</p><p>Biotech Companies<a href=\"https://laohu8.com/S/SGEN\">Seagen</a>Rose more than 13%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Early talks are underway to acquire the company, valued at more than $30 billion.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>It rose more than 4% and is releasing its own artificial intelligence robot chat tool based on ChatGPT.</p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose by more than 3%. It is reported that Ernie Bot will complete the internal test and go online in March. At present, more than 400 leading companies have announced their participation.</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 | The three major U.S. stock indexes collectively opened higher, and new energy vehicle stocks generally rose</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 | The three major U.S. stock indexes collectively opened higher, and new energy vehicle stocks generally rose\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\">2023-02-27 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 27, the three major U.S. stock indexes collectively opened higher. The Dow Jones Index opened up 89.24 points, or 0.27%, to 32906.16 points; The S&P 500 index opened up 32.89 points, or 0.83%, to 4,002.93 points; The Nasdaq Composite Index opened up 126.30 points, or 1.11%, to 11,521.24 points.</p><p>New energy vehicle stocks generally rose,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rose more than 2%.</p><p>Biotech Companies<a href=\"https://laohu8.com/S/SGEN\">Seagen</a>Rose more than 13%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Early talks are underway to acquire the company, valued at more than $30 billion.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>It rose more than 4% and is releasing its own artificial intelligence robot chat tool based on ChatGPT.</p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose by more than 3%. It is reported that Ernie Bot will complete the internal test and go online in March. At present, more than 400 leading companies have announced their participation.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","TSLA":"特斯拉","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4531":"中概回港概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","PFE":"辉瑞","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BIDU":"百度","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","XPEV":"小鹏汽车","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0234572021.USD":"高盛美国核心股票组合Acc","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","NIO":"蔚来",".DJI":"道琼斯","PFE.AU":"PANTERA MINERALS LTD","SNAP":"Snap Inc",".SPX":"S&P 500 Index","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC",".IXIC":"NASDAQ Composite","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SGEN":"Seagen","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106293277","content_text":"2月27日，美股三大指数集体高开，道琼斯指数开盘上涨89.24点，涨幅0.27%，报32906.16点；标普500指数开盘上涨32.89点，涨幅0.83%，报4002.93点；纳斯达克综合指数开盘上涨126.30点，涨幅1.11%，报11521.24点。新能源汽车股普涨，理想汽车涨近5%，小鹏汽车涨超5%，蔚来、特斯拉涨逾2%。生物技术公司Seagen涨逾13%，辉瑞正就收购该公司进行早期谈判，估值超过300亿美元。Snap涨超4%，正发布基于ChatGPT的自有人工智能机器人聊天工具。百度涨超3%，据悉文心一言将在3月完成内测上线，目前已有400多家头部企业宣布加入。","news_type":1,"symbols_score_info":{".SPX":0.9,"SNAP":0.9,"TSLA":0.9,"NIO":0.9,"PFE":0.9,"LI":0.9,"PFE.AU":0.9,".IXIC":0.9,".DJI":0.9,"SGEN":0.9,"BIDU":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9082750293,"gmtCreate":1650606277936,"gmtModify":1676534762932,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082750293","repostId":"1100768030","repostType":2,"repost":{"id":"1100768030","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651112786,"share":"https://ttm.financial/m/news/1100768030?lang=en_US&edition=fundamental","pubTime":"2022-04-28 10:26","market":"us","language":"en","title":"Intel Earnings: PC Weakness May Weigh on Q1 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1100768030","media":"Tiger Newspress","summary":"Intel is slated to report its first-quarter 2022 results after the market close on Thursday, April 2","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> is slated to report its first-quarter 2022 results after the market close on Thursday, April 28.</p><p>The company is expected to report EPS of $0.80, down 42.45% from the prior-year quarter. Meanwhile, the latest consensus estimate is calling for revenue of $18.31 billion, down 7.5% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Intel reported fourth-quarter net income of $4.62 billion, or $1.13 a share, compared with $5.86 billion, or $1.42 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.09 a share, compared with $1.52 a share from a year ago.</p><p>Revenue rose to $20.53 billion from $19.98 billion in the year-ago quarter.</p><p>Analysts expected adjusted earnings of 90 cents a share on revenue of $18.33 billion, based on Intel&#39;s forecast of 90 cents a share and revenue of about $18.3 billion.</p><p>Gross margins for the quarter declined to 55.4% on a GAPP basis, and to 57.7% on a non-GAAP basis. Intel had forecast margins of 53.5% for the fourth quarter.</p><p><b>Intel Q1 Guidance</b></p><p>Chipmaker Intel Corp posted record fourth-quarter revenue, but forecast first-quarter earnings short of Wall Street expectations, as the world&#39;s largest chipmaker faces challenges linked to persistent global supply chain problems.</p><p>The company forecast first-quarter earnings per share of 80 cents, compared to an expectation of 86 cents, according to IBES data from Refinitiv.</p><p>The company expects first-quarter revenue of $18.3 billion, above analysts&#39; average estimates of $17.62 billion, according to IBES data from Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/eb775cc932bca7262ee85ec066c5b095\" tg-width=\"865\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><b>Here&#39;s what to watch in Intel&#39;s upcoming report:</b></p><p>Intel could see headwinds from PC weakness, as Citi sees more bad data.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> may start to experience some headwinds as PC shipments continue to come in below investment firm Citi&#39;s estimates.</p><p>Analyst Christopher Danely, who has a neutral rating and a $55 price target on Intel (INTC), noted that March notebook shipments were up 33% month-over-month. However, that was below expectations of a 42% rise. For the first quarter, shipments fell 20% quarter-over-quarter, worse than the 18% decline the bank was expecting.</p><p>&#34;We see this as another yellow flag and believe PC sales could cool off in the second half of 2022 due to a reversion to the mean after two straight years of double-digit growth,&#34; Danely wrote, reiterating the neutral rating on <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>The weakness in the PC market is likely due to the continued shortage in component supplies, some logistical issues and a slowdown in demand for Chromebooks.</p><p>There may be a bit of a rebound in the second quarter, as the firm expects notebook shipments to rise 5% quarter-over-quarter, but that would be at the low end of what it normally is, due to the Russian invasion of Ukraine, which may impact demand in Europe.</p><p>But any rebound is likely to be short-lived, because even if enterprise notebook demand is &#34;stable,&#34; Danely pointed out that the consumer market appears to be &#34;decelerating rapidly.&#34;</p><p><b>Analyst Opinions:</b></p><p>According to Zacks, For the first quarter of 2022, Intel is expected to post earnings of $0.80 per share, indicating a change of -42.5% from the year-ago quarter.</p><p>The consensus earnings estimate of $3.49 for the current fiscal year indicates a year-over-year change of -36.2%.</p><p>For the next fiscal year, the consensus earnings estimate of $3.71 indicates a change of +6.3% from what Intel is expected to report a year ago. Over the past month, the estimate has remained unchanged.</p></body></html>","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>Intel Earnings: PC Weakness May Weigh on Q1 Results</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nIntel Earnings: PC Weakness May Weigh on Q1 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-28 10:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> is slated to report its first-quarter 2022 results after the market close on Thursday, April 28.</p><p>The company is expected to report EPS of $0.80, down 42.45% from the prior-year quarter. Meanwhile, the latest consensus estimate is calling for revenue of $18.31 billion, down 7.5% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Intel reported fourth-quarter net income of $4.62 billion, or $1.13 a share, compared with $5.86 billion, or $1.42 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.09 a share, compared with $1.52 a share from a year ago.</p><p>Revenue rose to $20.53 billion from $19.98 billion in the year-ago quarter.</p><p>Analysts expected adjusted earnings of 90 cents a share on revenue of $18.33 billion, based on Intel&#39;s forecast of 90 cents a share and revenue of about $18.3 billion.</p><p>Gross margins for the quarter declined to 55.4% on a GAPP basis, and to 57.7% on a non-GAAP basis. Intel had forecast margins of 53.5% for the fourth quarter.</p><p><b>Intel Q1 Guidance</b></p><p>Chipmaker Intel Corp posted record fourth-quarter revenue, but forecast first-quarter earnings short of Wall Street expectations, as the world&#39;s largest chipmaker faces challenges linked to persistent global supply chain problems.</p><p>The company forecast first-quarter earnings per share of 80 cents, compared to an expectation of 86 cents, according to IBES data from Refinitiv.</p><p>The company expects first-quarter revenue of $18.3 billion, above analysts&#39; average estimates of $17.62 billion, according to IBES data from Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/eb775cc932bca7262ee85ec066c5b095\" tg-width=\"865\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><b>Here&#39;s what to watch in Intel&#39;s upcoming report:</b></p><p>Intel could see headwinds from PC weakness, as Citi sees more bad data.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> may start to experience some headwinds as PC shipments continue to come in below investment firm Citi&#39;s estimates.</p><p>Analyst Christopher Danely, who has a neutral rating and a $55 price target on Intel (INTC), noted that March notebook shipments were up 33% month-over-month. However, that was below expectations of a 42% rise. For the first quarter, shipments fell 20% quarter-over-quarter, worse than the 18% decline the bank was expecting.</p><p>&#34;We see this as another yellow flag and believe PC sales could cool off in the second half of 2022 due to a reversion to the mean after two straight years of double-digit growth,&#34; Danely wrote, reiterating the neutral rating on <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>The weakness in the PC market is likely due to the continued shortage in component supplies, some logistical issues and a slowdown in demand for Chromebooks.</p><p>There may be a bit of a rebound in the second quarter, as the firm expects notebook shipments to rise 5% quarter-over-quarter, but that would be at the low end of what it normally is, due to the Russian invasion of Ukraine, which may impact demand in Europe.</p><p>But any rebound is likely to be short-lived, because even if enterprise notebook demand is &#34;stable,&#34; Danely pointed out that the consumer market appears to be &#34;decelerating rapidly.&#34;</p><p><b>Analyst Opinions:</b></p><p>According to Zacks, For the first quarter of 2022, Intel is expected to post earnings of $0.80 per share, indicating a change of -42.5% from the year-ago quarter.</p><p>The consensus earnings estimate of $3.49 for the current fiscal year indicates a year-over-year change of -36.2%.</p><p>For the next fiscal year, the consensus earnings estimate of $3.71 indicates a change of +6.3% from what Intel is expected to report a year ago. Over the past month, the estimate has remained unchanged.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100768030","content_text":"Intel is slated to report its first-quarter 2022 results after the market close on Thursday, April 28.The company is expected to report EPS of $0.80, down 42.45% from the prior-year quarter. Meanwhile, the latest consensus estimate is calling for revenue of $18.31 billion, down 7.5% from the prior-year quarter.Latest ResultsIntel reported fourth-quarter net income of $4.62 billion, or $1.13 a share, compared with $5.86 billion, or $1.42 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.09 a share, compared with $1.52 a share from a year ago.Revenue rose to $20.53 billion from $19.98 billion in the year-ago quarter.Analysts expected adjusted earnings of 90 cents a share on revenue of $18.33 billion, based on Intel's forecast of 90 cents a share and revenue of about $18.3 billion.Gross margins for the quarter declined to 55.4% on a GAPP basis, and to 57.7% on a non-GAAP basis. Intel had forecast margins of 53.5% for the fourth quarter.Intel Q1 GuidanceChipmaker Intel Corp posted record fourth-quarter revenue, but forecast first-quarter earnings short of Wall Street expectations, as the world's largest chipmaker faces challenges linked to persistent global supply chain problems.The company forecast first-quarter earnings per share of 80 cents, compared to an expectation of 86 cents, according to IBES data from Refinitiv.The company expects first-quarter revenue of $18.3 billion, above analysts' average estimates of $17.62 billion, according to IBES data from Refinitiv.Here's what to watch in Intel's upcoming report:Intel could see headwinds from PC weakness, as Citi sees more bad data.Intel may start to experience some headwinds as PC shipments continue to come in below investment firm Citi's estimates.Analyst Christopher Danely, who has a neutral rating and a $55 price target on Intel (INTC), noted that March notebook shipments were up 33% month-over-month. However, that was below expectations of a 42% rise. For the first quarter, shipments fell 20% quarter-over-quarter, worse than the 18% decline the bank was expecting.\"We see this as another yellow flag and believe PC sales could cool off in the second half of 2022 due to a reversion to the mean after two straight years of double-digit growth,\" Danely wrote, reiterating the neutral rating on Intel.The weakness in the PC market is likely due to the continued shortage in component supplies, some logistical issues and a slowdown in demand for Chromebooks.There may be a bit of a rebound in the second quarter, as the firm expects notebook shipments to rise 5% quarter-over-quarter, but that would be at the low end of what it normally is, due to the Russian invasion of Ukraine, which may impact demand in Europe.But any rebound is likely to be short-lived, because even if enterprise notebook demand is \"stable,\" Danely pointed out that the consumer market appears to be \"decelerating rapidly.\"Analyst Opinions:According to Zacks, For the first quarter of 2022, Intel is expected to post earnings of $0.80 per share, indicating a change of -42.5% from the year-ago quarter.The consensus earnings estimate of $3.49 for the current fiscal year indicates a year-over-year change of -36.2%.For the next fiscal year, the consensus earnings estimate of $3.71 indicates a change of +6.3% from what Intel is expected to report a year ago. Over the past month, the estimate has remained unchanged.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147718806,"gmtCreate":1626391255705,"gmtModify":1703759087968,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147718806","repostId":"2151575910","repostType":4,"repost":{"id":"2151575910","kind":"highlight","pubTimestamp":1626384989,"share":"https://ttm.financial/m/news/2151575910?lang=en_US&edition=fundamental","pubTime":"2021-07-16 05:36","market":"us","language":"zh","title":"Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2151575910","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对","content":"<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and markets analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>","source":"XLCJ","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>Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks</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\">\nForeign media headlines: The Fed ignores hot inflation! The market contains unexpected risks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-16 05:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and markets analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","PSQ":"做空纳斯达克100指数ETF-ProShares","SPY":"标普500ETF","DJX":"1/100道琼斯","OEX":"标普100","SH":"做空标普500-Proshares","UDOW":"三倍做多道指30ETF-ProShares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","DXD":"两倍做空道琼30指数ETF-ProShares","DOG":"道指ETF-ProShares做空",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","SSO":"2倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares","DDM":"2倍做多道指ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151575910","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n\n\n4、美国住宅销量下滑 买家争抢导致市场存量稀缺\n\n\n5、美联储埃文斯：在减码之前需在就业方面取得更多进展\n\n\n6、摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n\n\n鲍威尔再次被追问通胀问题 称美联储正关注风险\n尽管通胀达到令人不安的水平，美联储主席鲍威尔还是连续第二天为保持政策宽松的立场辩护。\n他于周四对参议院银行业委员会表示：“系统经受的这个冲击与经济重启有关，并使通胀率远超2%，当然我们对此感到不安。”\n鲍威尔将当前价格上涨称为史上“独特”现象，并表示美联储正密切观察其关于通胀暂时高企的预期是否正确，通胀是否可能持续更久。\n“所以我们正努力了解基本情形及风险，”他表示。\n鲍威尔表示，迄今为止价格飙升的主要是二手车等有限领域，重申他预计这些上涨是暂时的。\n“这是暂时的，就这个角度而言，对此作出反应没有意义，”他说道。\n\nEl-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n安联首席经济顾问El-Erian发表专栏文章称，美国CPI和PPI双双走高是严重的事实。它表明，实际发生的通胀率正伴随着酝酿中的额外通胀率。这有悖于美联储一再认为通胀是暂时的观点，尤其是在基数效应已经基本淡出的情况下。\n本周的一个重要事件是美联储主席鲍威尔周三的国会听证会，当时他承认通胀一直高于美联储预期，并且持续时间更长。然而，在谈到政策影响时，他立即回到了经常重复的“暂时性”口头禅，以支持政策立场不变。纽约联邦储备银行行长John Williams周一传递了类似的信息，证实了三位最有影响力美联储官员中的两位--这也是市场最为关注的决策者--仍然倾向于维持超刺激性政策，尽管经济增速和通胀一再被低估。\nEl-Erian认为，美联储当前政策配置持续的时间越长，货币政策出现失误的风险就越大。而经济-政策脱节持续的时间越长，市场中的冒险行为就会越多，出现意外的风险也就越大。\n\n央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n加密货币和央行数字货币（CBDC）前景再度成为关注焦点。美联储主席鲍威尔在本周听证会上强调，需要以正确方式做这件事。与此同时，欧洲央行向数字货币迈出重大一步，批准数字欧元项目进入“调查阶段”，这可能最终使数字欧元在2021-2030年中期左右落地。\n“随着世界各地中央银行探讨数字货币的想法，投资者意识到该领域存在很多竞争。这可能会稀释目前使用的一些数字资产的估值，”MJP Wealth Advisors总裁 Brian Vendig表示。“投资者正在权衡很多因素，数字资产可能因其不稳定性而失去一些光芒。”\n央行开发数字货币的前景可能给加密货币带来压力，这个观点得到了其他人赞同。Hargreaves Lansdown高级投资和市场分析师 Susannah Streeter表示：“加密货币失去优势正值人们对各央行推出数字货币的影响抱有越来越多猜测。”\n\n美国住宅销量下滑 买家争抢导致市场存量稀缺\n在美国历史上竞争最激烈的房地产市场，销售开始停滞。\nRedfin Corp．的季节性因素调整后数据显示，美国6月份房产交易量环比下降1.2%，是2012年有记录以来最大同期月度降幅。库存达到历史最低，平均挂牌14天即售出，是有史以来最快速度。\n远程工作加上极低的抵押贷款利率，令大量买家涌向美国郊区和房价实惠的城市。6月房价中值较上年同期上涨25%，达到创纪录的386，888美元。\n“我们进入了房地产市场的新阶段，”Redfin首席经济学家Daryl Fairweather在一份公告中说。“价格上涨超出了许多买家的承受能力。”\n\n美联储埃文斯：在减码之前需在就业方面取得更多进展\n芝加哥联邦储备银行行长查尔斯-埃文斯（Charles Evans）周四表示，美国就业增长低于他的预期，在美联储开始减少对经济的支持之前，就业市场还需要更多的改善。\n埃文斯称：“鉴于最近几个月就业增长低于我的预期，我要说的是，我们还需要做更多的事情，才能达到调整货币政策立场的‘实质性的进一步进展’的门槛。”\n埃文斯表示，需要“几个月多”的时间来确定减码的合适时机。\n在通胀问题上，埃文斯表示，他有足够的信心，认为高通胀将是暂时的。如果通胀看起来更持久，那么美联储可能需要早些调整立场。\n埃文斯认为，美国将在年底前看到实质性的进一步进展，仍认为美联储将于2024年加息。\n\n摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。\n这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF（代码ARKK）下跌。该基金自5月中旬以来已上涨约19%。\n“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速ARKK下跌的催化剂，加上大型常规性科技股继续跑赢破坏性科技股，促使ARKK进入抛售阶段。”\n美国10年期国债收益率已经从3月底的近期高点下跌逾40个基点，至1.32%左右，帮助推动了ARKK的反弹。Quigg认为这是一个技术性行情，随着经济重开交易在今年余下时间里重新立足，上述行情将逆转。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"DOG":0.9,"UPRO":0.9,"QQQ":0.9,"UDOW":0.9,"QLD":0.9,"SDOW":0.9,"MNQmain":0.9,"DJX":0.9,"OEX":0.9,"DDM":0.9,"SPXU":0.9,"PSQ":0.9,"NQmain":0.9,"TQQQ":0.9,"SQQQ":0.9,"SPY":0.9,"QID":0.9,".DJI":0.9,"OEF":0.9,".IXIC":0.9,"IVV":0.9,"SH":0.9,".SPX":0.9,"SSO":0.9,"DXD":0.9,"ESmain":0.9,"SDS":0.9}},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905317846,"gmtCreate":1659830418187,"gmtModify":1703766761730,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😝","listText":"😝","text":"😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905317846","repostId":"1151833716","repostType":4,"repost":{"id":"1151833716","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":1659747289,"share":"https://ttm.financial/m/news/1151833716?lang=en_US&edition=fundamental","pubTime":"2022-08-06 08:54","market":"hk","language":"zh","title":"Last night and this morning | Violent rate hike is expected to rekindle! Another \"epic\" demon stock \"\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1151833716","media":"老虎资讯综合","summary":"市场预测美联储第三次加息75个基点的概率接近70%。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。","content":"<p><html><head></head><body>Abstract: ① The U.S. non-farm payrolls data in July far exceeded expectations, strengthening market expectations that the Federal Reserve insists on aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing soared 50 times on the first day of listing.<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8th. Details > > Overseas markets</p><p>1. Non-agricultural data strengthens Fed rate hike expectations, U.S. stocks close mixed</p><p>US stocks U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data in July far exceeded expectations, reinforcing market expectations that the Federal Reserve will insist on aggressive rate hike to curb inflation. The market predicts that the probability of the Fed's third rate hike of 75 basis points is close to 70%.</p><p>The Dow rose 76.65 points, or 0.23%, to 32803.47 points; The Nasdaq fell 63.03 points, or 0.50%, to 12657.55 points; The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19 points.</p><p>2. Popular Chinese concept stocks closed mixed on Friday. Zhifu Capital once soared 50 times on the first day of listing<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index closing down 1.83%.</p><p>Hong Kong-funded securities firm Zhifu Financing closed up 2325.00% on the first day of listing, and the intraday increase once reached 5262%. The IPO issue price was only US $4, and the stock price once reached US $235.95 during the session, triggering multiple circuit breakers;<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>After falling for three consecutive days, it closed down nearly 10%, and the stock price dropped by more than 70% from its peak.</p><p>3. Major European stock indexes collectively closed down, Germany's DAX30 index fell 0.6%</p><p>The U.S. monthly non-farm payrolls data performed stronger than expected, rate hike expectations heated up, and major European stock indexes collectively closed down. Among them, the German DAX30 index fell 0.6%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the European Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed up 0.5% on Friday and fell 9.7% this week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. But recession fears sent WTI crude oil recording a nearly 10% decline this week.</p><p>West Texas Intermediate crude oil (WTI) futures for September delivery rose 47 cents, or 0.53%, to settle at $89.01 a barrel on the New York Mercantile Exchange. WTI crude oil has fallen by more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday, and non-agricultural data put pressure on gold prices</p><p>U.S. gold futures prices closed lower on Friday. The U.S. non-farm payrolls report in July eased concerns about an economic recession, and at the same time strengthened market expectations that the Federal Reserve will adhere to aggressive tightening policies, putting pressure on gold futures prices.</p><p>The settlement price of gold futures for December delivery on the New York Mercantile Exchange closed down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The U.S. non-agricultural surge of 528,000 in July \"frightened\" the market! The Fed gets \"ammunition\" for tightening again</p><p>Both U.S. non-farm payrolls and the unemployment rate have returned to pre-pandemic levels.</p><p>Rising recession fears don't seem to be affecting the heat of the U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new jobs in the U.S. non-agricultural sector jumped by 528,000 in July this year, significantly higher than the expected 258,000. The average of 388,000 in the previous four months was 388,000. In that month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than market expectations of 4.9%.</p><p>So far, the total non-farm employment population and unemployment rate in the United States have returned to pre-COVID-19 pandemic levels in February 2020, continuing to strengthen and support the hawkish stance of the Federal Reserve.</p><p>2. Hot employment data and market prices reflect the possibility of rate hike during the two meetings of the Federal Reserve</p><p>In response to the stronger-than-expected U.S. employment data in July, interest rate futures traders acknowledged that Fed policymakers may make another rate hike ahead of the next regular policy meeting in September.</p><p>In August, the price of Federal Funds rate futures once fell to 97.64, and the implied interest rate level was 2.36%, which was 3 basis points higher than the current effective Federal Funds rate. The current effective Federal Funds rate is within the Federal Funds rate target range of 2.25%-2.5% announced by the Federal Reserve on July 27.</p><p>The implied rate of interest rate futures then stabilised at around 2.345%, suggesting that there is little chance of a rate hike between the meetings. However, the unusually long interval between July and September may bring additional risks.</p><p>3. The U.S. job market recorded the second fastest recovery since 1981, and the Federal Reserve may rate hike by 75 basis points</p><p>The United States created 528,000 new non-farm jobs in July, more than twice what economists expected, and the job market returned to pre-epidemic levels.</p><p>While the labor market contraction during the pandemic was the worst in modern history, the rebound marked the second-fastest recovery of the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said that the non-farm payrolls report, which unexpectedly far exceeded expectations, also indicated that the Fed is likely to raise interest rates by 75 basis points at its September meeting, which will mark the third consecutive time that the Fed has raised interest rates by such a large margin. rate hike.</p><p>4. U.S. President Biden signed two bills to hold those who use the new crown relief bill to commit frauds accountable</p><p>On August 5, local time, U.S. President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, the two bills would extend the time limit for prosecuting fraudsters using the Paycheck Protection Program or the COVID-19 relief bill, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will let scammers pay back what they stole and hold them accountable according to the law.\"</p><p>5. New York state health officials warn: Reported cases are only the tip of the iceberg and hundreds of people are infected with polio</p><p>On August 4th, local time, health officials in New York State said that poliovirus was detected in sewage outside new york City, indicating that the virus was spreading in the community. Now these officials have once again warned that the reported cases are only the \"tip of the iceberg\" and hundreds more may be infected with poliovirus.</p><p>New York State Health Commissioner Dr. Mary Bassett said in a statement that in July, a case of polio (polio) was reported in Rockland County, New York, the first in the United States in nearly a decade. Later, sewage samples tested positive for the polio virus, suggesting a larger outbreak is on the way.</p><p>6. U.S. consumer credit surged by more than $40 billion, the second highest increase in history</p><p>U.S. consumer credit surged in June on a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expected a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased $14.8 billion and non-revolving credit increased $25.4 billion.</p><p>7. US President Biden still tested positive in Novel Coronavirus and is still in isolation</p><p>On August 5, local time, White House doctors said that US President Biden's Novel Coronavirus test result was still positive. At present, Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden is still in quarantine.</p><p>8. Canada's unemployment rate continues to remain historically low in July</p><p>On August 5, local time, the latest labor force survey released by Statistics Canada showed that despite the loss of 31,000 jobs in July, Canada's unemployment rate remained at a historical low of 4.9% in July, the same as in June.</p><p>Canada's labour market remains unusually tight, with more than 1 million vacancies across the country. The unemployment rate is the lowest on record.</p><p>The number of public sector employees declined, while the number of self-employed people increased, and the number of private sector workers remained little changed.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th</p><p>According to a report by CBS on August 5, local time, the U.S. Senate plans to vote on the Inflation Reduction Act of 2022 on the 6th.</p><p>According to reports, after the Democratic Party agreed to change some tax proposals, the Senate made key progress on this bill. Senate Majority Leader Chuck Schumer said at a press conference on the same day that the bill agreement retained the original core contents including reducing the cost of prescription drugs, tackling climate change, plugging tax loopholes, strengthening taxes on large companies and the rich, and reducing deficits.</p><p>It is reported that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to combat climate change, Medicare's right to negotiate the price of certain drugs, limiting Medicare's out-of-pocket costs, and extending the Affordable Care Act Subsidy for 3 years.</p><p>The situation between Russia and Ukraine</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8</p><p>The Moscow Exchange of Russia announced on the evening of August 5th that non-residents from friendly countries will be allowed to enter the forward market for trading from August 8th. At the same time, the announcement said that it will announce later when non-residents of friendly countries will be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian blending market starting next Monday</p><p>On Friday local time, the Moscow Stock Exchange said that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, in order to protect the Russian financial market, Russia has introduced a series of market support policies, and foreign investors' transactions have also been restricted.</p><p>Next, foreign investors' transactions will still be restricted, that is, only investors from \"friendly\" countries can trade. The Moscow Exchange pointed out that banks and brokerages providing trading services need to confirm the home country of customers.</p><p>3. Russian Deputy Prime Minister: The presidents of Russia and Turkey have reached a consensus on starting to pay part of Russian natural gas in rubles</p><p>On August 5, local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey through rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5, local time, the Russian Ministry of Foreign Affairs issued an announcement stating that in response to Canada's extension of anti-Russian sanctions on June 27 and July 7 this year, Russia decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media reporters, social activists and military officials.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Oracle cuts hundreds of jobs this week, reports say</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The company laid off hundreds of employees this week as IT prioritized growing its healthcare IT services and cloud businesses.</p><p>The report quoted people familiar with the matter as saying that the layoffs mainly hit<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Employees in the advertising and customer experience departments.</p><p>Oracle's layoffs come as the company recently received regulatory approval to acquire electronic medical records company Cerner Corp for $28.3 billion, putting an increasing focus on the cloud<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic demon stock\"? Hong Kong-funded securities firm Zhifu Financing soared more than 50 times on the first day of listing</a></p><p>Following AMTD Digital, the U.S. stock market may usher in another epic monster stock. On the first day of listing, Hong Kong-funded securities firm Zhifu Financing soared more than 50 times, and its stock price hit a maximum of US $235.95 per share within the day, triggering circuit breakers several times during the session.</p><p>On Friday (August 5), Eastern Time, Zhifu Capital (stock code MEGL) officially landed in the U.S. stock market with an IPO price of US $4 per share. The company plans to publicly issue 5 million ordinary shares with an opening price of US $50. After violent fluctuations, it finally closed up 2325% to US $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">AMTD Digital's wild rise turned into a rapid plunge, evaporating US $160 billion in market value in two days</a></p><p>The previously dizzying wild rise of a little-known Hong Kong financial services company came to an abrupt end, followed by a two-day plunge, and the market value of its US-listed stocks shrank by half.</p><p>AMTD Digital, which has been listed on the New York Stock Exchange for less than a month, hit a record high on Tuesday, but then plummeted 52% by Thursday's close, evaporating about $160 billion in its market value, more than<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market value of such companies.</p><p>On Friday, the stock price continued to fluctuate violently, swinging up and down, triggering a circuit breaker at least once. Despite this, AMTD Digital's trading volume is still very low: as of 9:55 a.m. New York time, there were less than 8,000 shares traded. The stock's total daily turnover has been less than 500,000 shares in each of the past four trading days.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Will acquire consumer for approximately $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced Friday that it has agreed to acquire consumer for $61 per share for a total of about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro<a href=\"https://laohu8.com/S/300024\">Robot</a>Wait together, join<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Features Checklist. Neil Saunders, managing director of GlobalData Retail, called the move part of Amazon's efforts to own some home space through services and accelerate its growth beyond retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success with home robots, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robotics market\" that could help Amazon replicate its Echo line<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker box.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">U.S. technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single quarter</a></p><p>American technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single season.</p><p>Recently, the international technology giant Amazon (NASDAQ: AMZN) announced its financial report for the second quarter of 2022, with revenue of US $121.2 billion, a year-on-year increase of 7%, and a net loss of US $2 billion, compared with a net profit of US $7.8 billion in the same period last year. Combining the first two quarters of this year, Amazon's net loss was nearly $5.9 billion. It should be pointed out that this is the first time that Amazon has experienced a net loss in its semi-annual report since 2015.</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 | Violent rate hike is expected to rekindle! Another \"epic\" demon stock \"\"</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 | Violent rate hike is expected to rekindle! Another \"epic\" demon stock \"\"\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\">2022-08-06 08:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The U.S. non-farm payrolls data in July far exceeded expectations, strengthening market expectations that the Federal Reserve insists on aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing soared 50 times on the first day of listing.<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8th. Details > > Overseas markets</p><p>1. Non-agricultural data strengthens Fed rate hike expectations, U.S. stocks close mixed</p><p>US stocks U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data in July far exceeded expectations, reinforcing market expectations that the Federal Reserve will insist on aggressive rate hike to curb inflation. The market predicts that the probability of the Fed's third rate hike of 75 basis points is close to 70%.</p><p>The Dow rose 76.65 points, or 0.23%, to 32803.47 points; The Nasdaq fell 63.03 points, or 0.50%, to 12657.55 points; The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19 points.</p><p>2. Popular Chinese concept stocks closed mixed on Friday. Zhifu Capital once soared 50 times on the first day of listing<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index closing down 1.83%.</p><p>Hong Kong-funded securities firm Zhifu Financing closed up 2325.00% on the first day of listing, and the intraday increase once reached 5262%. The IPO issue price was only US $4, and the stock price once reached US $235.95 during the session, triggering multiple circuit breakers;<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>After falling for three consecutive days, it closed down nearly 10%, and the stock price dropped by more than 70% from its peak.</p><p>3. Major European stock indexes collectively closed down, Germany's DAX30 index fell 0.6%</p><p>The U.S. monthly non-farm payrolls data performed stronger than expected, rate hike expectations heated up, and major European stock indexes collectively closed down. Among them, the German DAX30 index fell 0.6%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the European Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed up 0.5% on Friday and fell 9.7% this week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. But recession fears sent WTI crude oil recording a nearly 10% decline this week.</p><p>West Texas Intermediate crude oil (WTI) futures for September delivery rose 47 cents, or 0.53%, to settle at $89.01 a barrel on the New York Mercantile Exchange. WTI crude oil has fallen by more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday, and non-agricultural data put pressure on gold prices</p><p>U.S. gold futures prices closed lower on Friday. The U.S. non-farm payrolls report in July eased concerns about an economic recession, and at the same time strengthened market expectations that the Federal Reserve will adhere to aggressive tightening policies, putting pressure on gold futures prices.</p><p>The settlement price of gold futures for December delivery on the New York Mercantile Exchange closed down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The U.S. non-agricultural surge of 528,000 in July \"frightened\" the market! The Fed gets \"ammunition\" for tightening again</p><p>Both U.S. non-farm payrolls and the unemployment rate have returned to pre-pandemic levels.</p><p>Rising recession fears don't seem to be affecting the heat of the U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new jobs in the U.S. non-agricultural sector jumped by 528,000 in July this year, significantly higher than the expected 258,000. The average of 388,000 in the previous four months was 388,000. In that month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than market expectations of 4.9%.</p><p>So far, the total non-farm employment population and unemployment rate in the United States have returned to pre-COVID-19 pandemic levels in February 2020, continuing to strengthen and support the hawkish stance of the Federal Reserve.</p><p>2. Hot employment data and market prices reflect the possibility of rate hike during the two meetings of the Federal Reserve</p><p>In response to the stronger-than-expected U.S. employment data in July, interest rate futures traders acknowledged that Fed policymakers may make another rate hike ahead of the next regular policy meeting in September.</p><p>In August, the price of Federal Funds rate futures once fell to 97.64, and the implied interest rate level was 2.36%, which was 3 basis points higher than the current effective Federal Funds rate. The current effective Federal Funds rate is within the Federal Funds rate target range of 2.25%-2.5% announced by the Federal Reserve on July 27.</p><p>The implied rate of interest rate futures then stabilised at around 2.345%, suggesting that there is little chance of a rate hike between the meetings. However, the unusually long interval between July and September may bring additional risks.</p><p>3. The U.S. job market recorded the second fastest recovery since 1981, and the Federal Reserve may rate hike by 75 basis points</p><p>The United States created 528,000 new non-farm jobs in July, more than twice what economists expected, and the job market returned to pre-epidemic levels.</p><p>While the labor market contraction during the pandemic was the worst in modern history, the rebound marked the second-fastest recovery of the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said that the non-farm payrolls report, which unexpectedly far exceeded expectations, also indicated that the Fed is likely to raise interest rates by 75 basis points at its September meeting, which will mark the third consecutive time that the Fed has raised interest rates by such a large margin. rate hike.</p><p>4. U.S. President Biden signed two bills to hold those who use the new crown relief bill to commit frauds accountable</p><p>On August 5, local time, U.S. President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, the two bills would extend the time limit for prosecuting fraudsters using the Paycheck Protection Program or the COVID-19 relief bill, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will let scammers pay back what they stole and hold them accountable according to the law.\"</p><p>5. New York state health officials warn: Reported cases are only the tip of the iceberg and hundreds of people are infected with polio</p><p>On August 4th, local time, health officials in New York State said that poliovirus was detected in sewage outside new york City, indicating that the virus was spreading in the community. Now these officials have once again warned that the reported cases are only the \"tip of the iceberg\" and hundreds more may be infected with poliovirus.</p><p>New York State Health Commissioner Dr. Mary Bassett said in a statement that in July, a case of polio (polio) was reported in Rockland County, New York, the first in the United States in nearly a decade. Later, sewage samples tested positive for the polio virus, suggesting a larger outbreak is on the way.</p><p>6. U.S. consumer credit surged by more than $40 billion, the second highest increase in history</p><p>U.S. consumer credit surged in June on a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expected a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased $14.8 billion and non-revolving credit increased $25.4 billion.</p><p>7. US President Biden still tested positive in Novel Coronavirus and is still in isolation</p><p>On August 5, local time, White House doctors said that US President Biden's Novel Coronavirus test result was still positive. At present, Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden is still in quarantine.</p><p>8. Canada's unemployment rate continues to remain historically low in July</p><p>On August 5, local time, the latest labor force survey released by Statistics Canada showed that despite the loss of 31,000 jobs in July, Canada's unemployment rate remained at a historical low of 4.9% in July, the same as in June.</p><p>Canada's labour market remains unusually tight, with more than 1 million vacancies across the country. The unemployment rate is the lowest on record.</p><p>The number of public sector employees declined, while the number of self-employed people increased, and the number of private sector workers remained little changed.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th</p><p>According to a report by CBS on August 5, local time, the U.S. Senate plans to vote on the Inflation Reduction Act of 2022 on the 6th.</p><p>According to reports, after the Democratic Party agreed to change some tax proposals, the Senate made key progress on this bill. Senate Majority Leader Chuck Schumer said at a press conference on the same day that the bill agreement retained the original core contents including reducing the cost of prescription drugs, tackling climate change, plugging tax loopholes, strengthening taxes on large companies and the rich, and reducing deficits.</p><p>It is reported that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to combat climate change, Medicare's right to negotiate the price of certain drugs, limiting Medicare's out-of-pocket costs, and extending the Affordable Care Act Subsidy for 3 years.</p><p>The situation between Russia and Ukraine</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8</p><p>The Moscow Exchange of Russia announced on the evening of August 5th that non-residents from friendly countries will be allowed to enter the forward market for trading from August 8th. At the same time, the announcement said that it will announce later when non-residents of friendly countries will be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian blending market starting next Monday</p><p>On Friday local time, the Moscow Stock Exchange said that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, in order to protect the Russian financial market, Russia has introduced a series of market support policies, and foreign investors' transactions have also been restricted.</p><p>Next, foreign investors' transactions will still be restricted, that is, only investors from \"friendly\" countries can trade. The Moscow Exchange pointed out that banks and brokerages providing trading services need to confirm the home country of customers.</p><p>3. Russian Deputy Prime Minister: The presidents of Russia and Turkey have reached a consensus on starting to pay part of Russian natural gas in rubles</p><p>On August 5, local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey through rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5, local time, the Russian Ministry of Foreign Affairs issued an announcement stating that in response to Canada's extension of anti-Russian sanctions on June 27 and July 7 this year, Russia decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media reporters, social activists and military officials.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Oracle cuts hundreds of jobs this week, reports say</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The company laid off hundreds of employees this week as IT prioritized growing its healthcare IT services and cloud businesses.</p><p>The report quoted people familiar with the matter as saying that the layoffs mainly hit<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Employees in the advertising and customer experience departments.</p><p>Oracle's layoffs come as the company recently received regulatory approval to acquire electronic medical records company Cerner Corp for $28.3 billion, putting an increasing focus on the cloud<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic demon stock\"? Hong Kong-funded securities firm Zhifu Financing soared more than 50 times on the first day of listing</a></p><p>Following AMTD Digital, the U.S. stock market may usher in another epic monster stock. On the first day of listing, Hong Kong-funded securities firm Zhifu Financing soared more than 50 times, and its stock price hit a maximum of US $235.95 per share within the day, triggering circuit breakers several times during the session.</p><p>On Friday (August 5), Eastern Time, Zhifu Capital (stock code MEGL) officially landed in the U.S. stock market with an IPO price of US $4 per share. The company plans to publicly issue 5 million ordinary shares with an opening price of US $50. After violent fluctuations, it finally closed up 2325% to US $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">AMTD Digital's wild rise turned into a rapid plunge, evaporating US $160 billion in market value in two days</a></p><p>The previously dizzying wild rise of a little-known Hong Kong financial services company came to an abrupt end, followed by a two-day plunge, and the market value of its US-listed stocks shrank by half.</p><p>AMTD Digital, which has been listed on the New York Stock Exchange for less than a month, hit a record high on Tuesday, but then plummeted 52% by Thursday's close, evaporating about $160 billion in its market value, more than<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market value of such companies.</p><p>On Friday, the stock price continued to fluctuate violently, swinging up and down, triggering a circuit breaker at least once. Despite this, AMTD Digital's trading volume is still very low: as of 9:55 a.m. New York time, there were less than 8,000 shares traded. The stock's total daily turnover has been less than 500,000 shares in each of the past four trading days.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Will acquire consumer for approximately $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced Friday that it has agreed to acquire consumer for $61 per share for a total of about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro<a href=\"https://laohu8.com/S/300024\">Robot</a>Wait together, join<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Features Checklist. Neil Saunders, managing director of GlobalData Retail, called the move part of Amazon's efforts to own some home space through services and accelerate its growth beyond retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success with home robots, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robotics market\" that could help Amazon replicate its Echo line<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker box.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">U.S. technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single quarter</a></p><p>American technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single season.</p><p>Recently, the international technology giant Amazon (NASDAQ: AMZN) announced its financial report for the second quarter of 2022, with revenue of US $121.2 billion, a year-on-year increase of 7%, and a net loss of US $2 billion, compared with a net profit of US $7.8 billion in the same period last year. Combining the first two quarters of this year, Amazon's net loss was nearly $5.9 billion. It should be pointed out that this is the first time that Amazon has experienced a net loss in its semi-annual report since 2015.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151833716","content_text":"摘要：①美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期；②港资券商智富融资上市首日一度暴涨50倍，尚乘数科跌近10%；③莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易。详细>>海外市场1、非农数据强化联储加息预期美股收盘涨跌不一美股周五美股收盘涨跌不一。本周纳指与标普500指数均录得涨幅。美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期。市场预测美联储第三次加息75个基点的概率接近70%。道指涨76.65点，涨幅为0.23%，报32803.47点；纳指跌63.03点，跌幅为0.50%，报12657.55点；标普500指数跌6.75点，跌幅为0.16%，报4145.19点。2、热门中概股周五收盘涨跌不一 智富融资上市首日一度暴涨50倍尚乘数科跌近10%热门中概股周五收盘涨跌不一，纳斯达克中国金龙指数收跌1.83%。港资券商智富融资上市首日收盘飙涨2325.00%，盘中涨幅一度达到5262%，IPO发行价仅为4美元，股价盘中一度达到235.95美元，并触发多次熔断；尚乘数科连跌三日，收跌近10%，股价较峰值回落逾70%。3、欧洲主要股指集体收跌德国DAX30指数跌0.6%美国月度非农就业数据表现强于预期，加息预期升温，欧洲主要股指集体收跌。其中，德国DAX30指数跌0.6%，英国富时100指数跌0.12%，法国CAC40指数跌0.63%，欧洲斯托克50指数跌0.77%。4、美国WTI原油周五收高0.5% 本周累计下挫9.7%国际原油期货价格周五小幅收高，其中美国WTI油价从2月份以来的最低水平反弹。但对经济衰退的担忧使本周WTI原油录得近10%的跌幅。纽约商品交易所9月交割的西德州中质原油（WTI）期货价格上涨47美分，涨幅为0.53%，收于每桶89.01美元。本周WTI原油累计下跌逾9.7%。5、纽约黄金期货周五收跌0.7% 非农数据令金价承压周五美国黄金期货价格收跌。美国7月非农就业报告缓解了对经济衰退的担忧，同时也强化了美联储将坚持积极紧缩政策的市场预期，令黄金期货价格承压。纽约商品交易所12月交割的黄金期货结算价收跌0.7%，收于每盎司1778美元。国际宏观1、美国7月非农暴增52.8万“吓坏”市场！美联储再获紧缩“弹药”美国非农就业总人口和失业率均已恢复至新冠大流行前的水平。不断攀升的衰退担忧似乎并没有影响到美国就业市场的炙热。美国劳工统计局5日公布的数据显示，今年7月美国非农业部门新增就业人数跳涨52.8万，显著高于预期的25.8万，此前4个月均值为38.8万。当月，美国失业率小幅下降0.1个百分点至3.5%，员工平均时薪同比增幅为5.2%，高于市场预期的4.9%。至此，美国非农就业总人口和失业率均已恢复至2020年2月新冠大流行前的水平，继续强化和支撑着美联储的鹰派立场。2、就业数据火热 市场价格体现美联储两次会议期间加息的可能性对美国7月就业数据强于预期，利率期货交易员的反应是：承认美联储决策者可能在下次于9月召开的例行政策会议之前再次加息。8月联邦基金利率期货价格一度跌至97.64，隐含的利率水平为2.36%，比当前有效联邦基金利率高出3个基点。目前有效联邦基金利率在美联储7月27日宣布的2.25%-2.5%这个联邦基金利率的目标区间之内。利率期货的隐含利率随后企稳在2.345%左右，表明两次会议之间加息的可能性微乎其微。然而，7月到9月这个异常长的会期间隔可能带来额外的风险。3、美国就业市场创下1981年来第二快复苏 美联储或再加息75基点美国7月新增非农就业52.8万人，为经济学家预期的两倍多，就业市场重回疫情前水平。尽管疫情期间的劳动力市场收缩是现代历史上最严重的，但此次反弹标志着就业市场创下1981年来第二快的复苏。凯投宏观资深美国经济学Michael Pearce称，意外远超预期的非农报告还表明美联储很可能在9月的会议上将利率提高75个基点，这将标志着美联储连续第三次以如此大的幅度加息。4、美国总统拜登签署两项法案 追究利用新冠纾困法案进行诈骗者的责任当地时间8月5日，美国总统拜登签署了两项两党法案，以追究利用新冠纾困法案实施欺诈的个人和机构的责任。据美国有线电视新闻网（CNN）报道，这两项法案将延长针对利用工资保护计划或新冠纾困法案进行欺诈者的起诉时限，将针对借款人的刑事和民事执法时效延长至10年。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。5、纽约州卫生官员警告：已报告病例只是冰山一角 还有数百人被感染脊髓灰质炎当地时间8月4日，美国纽约州卫生官员称，纽约市外污水中检测出脊髓灰质炎病毒，这表明这种病毒正在社区中传播。现在这些官员再度发出警告：已经报告的病例只是“冰山一角”，还有数百人可能被感染了脊髓灰质炎病毒。纽约州卫生专员玛丽·巴塞特博士在一份声明中表示，在7月份，纽约州洛克兰县报告出现了一例脊髓灰质炎(小儿麻痹症)病例，为近十年来美国首例，后来，污水样本检测出脊髓灰质炎病毒呈阳性，这表明一场更大的疫情正在爆发中。6、美国消费者信贷大增逾400亿美元，增幅为历史次高美国6月份消费者信贷飙升，原因是信用卡余额跃升、以及包括汽车和学生贷款在内的非循环信贷创纪录增加。美联储周五公布的数据显示，消费者信贷较前月增加402亿美元，增幅仅次于3月份时创纪录的471亿美元。经济学家预期中值为增加270亿美元。这些数字未经通胀调整。包括信用卡在内的循环信贷余额增加148亿美元，非循环信贷增加254亿美元。7、美国总统拜登新冠病毒检测结果仍呈阳性 依然处于隔离状态当地时间8月5日，白宫医生称，美国总统拜登新冠病毒检测结果仍呈阳性。目前拜登咳嗽差不多完全好转，体温、脉搏、血压、呼吸频率等指标完全正常，肺部畅通。拜登依然在隔离中。8、加拿大7月份失业率继续保持历史低位当地时间8月5日，加拿大统计局公布的最新劳动力调查显示，尽管7月份减少了31000个工作岗位，但加拿大的失业率在7月份保持在4.9%的历史低位，与6月份持平。加拿大劳动力市场依然异常紧张，全国有超过100万个职位空缺。失业率是有记录以来的最低水平。公共部门雇员人数下降，而个体经营者人数增加，私营部门工人的数量几乎没有变化。9、美国参议院拟于6日就通胀削减法案进行投票据美国哥伦比亚广播公司（CBS）当地时间8月5日报道，美国参议院拟定于6日对《2022年通胀削减法案》（Inflation Reduction Act）进行投票。据报道，民主党同意改变部分税收提案后，参议院就此法案取得了关键性进展。参议院多数党领袖查克·舒默当天在新闻发布会上表示，法案协议保留了原先包括降低处方药成本、应对气候变化、堵塞税收漏洞、加强对大型公司和富人税收以及减少赤字等核心内容。据悉，《2022年通胀削减法案》中的政策包括拨款3690亿美元用于应对气候变化，医疗保险有权就某些药品的价格谈判，限制医疗保险的自付费成本，以及延长《平价医疗法案》补贴3年。俄乌局势1、莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易俄罗斯莫斯科交易所8月5日晚发布公告称，从8月8日起将允许来自友好国家的非居民进入远期市场进行交易。公告同时称，将在稍晚时间宣布何时允许友好国家非居民进入股票市场进行交易。2、下周一开始 外国投资者将重返俄罗斯交融市场当地时间周五，莫斯科交易所表示，下周一(8月8日)开始，将允许那些“友好”国家的投资者重返俄罗斯股票、债券、REPO、以及衍生品市场。那些没有对俄罗斯施加制裁、或那些最终受益者为俄罗斯人的投资者将获准在俄罗斯交易。自俄乌冲突以来，为了保护俄罗斯金融市场，俄罗斯出台了一系列托市政策，外国投资者的交易也受到了限制。接下来，外国投资者的交易依然会受到限制，即仅限“友好”国家的投资者进行交易。莫斯科交易所指出，提供交易服务的银行和券商需要确认客户的母国。3、俄罗斯副总理：俄土总统已就启动用卢布支付俄天然气部分费用达成共识当地时间8月5日，俄罗斯副总理诺瓦克表示，俄罗斯总统普京和土耳其总统埃尔多安已就启动通过卢布支付俄罗斯向土耳其供应的天然气的部分费用达成共识。当天，俄罗斯总统普京与土耳其总统埃尔多安在俄罗斯索契举行会谈，会谈持续了近4个小时。4、俄罗斯宣布制裁62名加拿大公民当地时间8月5日，俄罗斯外交部发布公告称，作为对加拿大今年6月27日和7月7日再次延长反俄制裁的回应，俄罗斯决定禁止62名加拿大公民入境俄罗斯。这62人中包括政府官员、媒体记者、社会活动家和军方相关人士。公司新闻1、报道称甲骨文本周裁员数百人据报道，甲骨文公司本周解雇了数百名员工，因该公司优先发展其医疗保健IT服务和云业务。报道援引知情人士称，裁员主要打击了甲骨文广告和客户体验部门的员工。甲骨文裁员之际，该公司近期获得监管部门批准以283亿美元收购电子医疗记录公司Cerner Corp，愈发重视云医疗保健服务。2、又一“史诗级妖股”？港资券商智富融资上市首日一度暴涨50余倍继尚乘数科之后，美股市场或许又将迎来一只史诗级妖股。港资券商智富融资上市首日一度暴涨50余倍，股价日内最高触及235.95美元/股，盘中多次触发熔断。美东时间周五（8月5日），智富融资（股票代码MEGL）正式登陆美股市场，IPO价格为4美元/股，公司计划公开发行500万普通股，开盘价为50美元，剧烈波动之后，最终收盘涨2325%，报97美元/股。3、尚乘数科的狂野上涨变成极速暴跌 两天蒸发1600亿美元市值鲜为人知的一家香港金融服务公司此前令人目眩的狂野上涨戛然而止，紧跟着两天暴跌，其在美国上市的股票市值缩水一半。在纽约证交所上市不到一个月的尚乘数科，股价周二创历史新高，但随后到周四收盘累计暴跌52％，市值蒸发约1600亿美元，超过英特尔、摩根士丹利和高盛之类公司当前的总市值。周五，股价继续剧烈波动，涨跌摇摆，至少一次触发熔断。尽管如此，尚乘数科的成交量仍然非常低：截至纽约时间上午9：55，成交量还不到8000股。过去四个交易日，该股的日成交总量均不到50万股。4、亚马逊将以约17亿美元收购消费类机器人公司iRobot 加速智能家居业务增长亚马逊(AMZN.O)周五宣布已同意以每股61美元、总价约17亿美元的价格收购消费类机器人公司iRobot(IRBT.O)。iRobot最有名的产品是Roomba真空吸尘器，它将与语音助手Alexa、Astro机器人等一起，加入亚马逊智能家居功能清单。GlobalData Retail董事总经理Neil Saunders称，此举是亚马逊通过服务拥有部分家庭空间，并加速其零售业以外的增长的努力的一部分。ABI Research分析师Lian Jye Su称，亚马逊在家用机器人方面还没有取得多大成功，但对iRobot的收购和该公司强大的市场声誉提供了一个“消费机器人市场的巨大立足点”，可以帮助亚马逊复制其Echo系列智能音箱的成功。5、美国科技巨头集体缩编，亚马逊单季减员近十万美国科技巨头集体缩编，亚马逊单季减员近十万。近日，国际科技巨头亚马逊(NASDAQ:AMZN)公布了2022年第二季度财报，收入为1212亿美元，同比增长7%，净亏损达20亿美元，而上年同期实现净利润78亿美元。综合今年前两个季度，亚马逊净亏损近59亿美元。需要指出的是，这是亚马逊自2015年以来半年报首次出现净亏损。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993055136,"gmtCreate":1660609146027,"gmtModify":1676536363541,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993055136","repostId":"1129383304","repostType":4,"repost":{"id":"1129383304","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":1660607991,"share":"https://ttm.financial/m/news/1129383304?lang=en_US&edition=fundamental","pubTime":"2022-08-16 07:59","market":"sh","language":"zh","title":"Last night and this morning | Hillhouse HHLR bargain hunting Alibaba Pinduoduo! U.S. oil falls below $90","url":"https://stock-news.laohu8.com/highlight/detail?id=1129383304","media":"老虎资讯综合","summary":"摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里拼多多，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。海外市场1、周线“四连阳”节奏延续美","content":"<p><html><head></head><body>Summary: ① U.S. stocks closed higher overnight, with the Nasdaq rising 0.62%; ② U.S. oil fell below the $90 mark, hitting a one-week low; ③ Hillhouse HHLR \"bargain-hunting\" Ali<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>, Jiacang new energy; ④ The prototype of \"Big Short\" was shot, almost polishing the stocks held. Overseas Market</p><p>1. The weekly \"four consecutive positives\" rhythm continued, U.S. stocks collectively closed up, and the Nasdaq rose 0.62%</p><p>U.S. stocks closed slightly higher on Monday. The market continues to pay attention to the risk of global economic recession, and awaits the earnings report of U.S. retail giants and July retail sales data. As of the close, the Dow Jones Index rose 0.45%, the Nasdaq Composite Index rose 0.62%, and the S&P 500 Index rose 0.40%. Large-cap tech stocks continued their gains, with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.63%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 3.10%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Down 0.26%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Up 0.33%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 0.53%.</p><p>2. Most popular Chinese concept stocks rose, Zhifu Financing rose by more than 115%</p><p>Most popular Chinese concept stocks closed up, the Nasdaq China Golden Dragon Index rose 0.78%, and Zhifu Financing rose more than 115%.<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Rose nearly 9%,<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>It rose nearly 5%, Pinduoduo rose more than 4%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 3%.</p><p>3. European stocks closed generally higher and the German DAX30 index rose 0.15%</p><p>European stocks closed generally higher on Monday, with Germany's DAX index up 0.15% and France's CAC40 index up 0.25%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.15%, and the Euro Stoxx 50 index rose 0.3%.</p><p>4. U.S. WTI crude oil futures closed down 2.9%, falling below $90, hitting a one-week low</p><p>The price of West Texas Intermediate crude oil (WTI) futures for September delivery on the New York Mercantile Exchange closed down $2.68, or 2.91%, to close at $89.41. The risk of global economic recession has put pressure on the outlook for crude oil demand, while the possibility of Saudi Arabia increasing production and the potential that Iran may resume supplying crude oil to the global market have put pressure on crude oil prices.</p><p>5. New York gold futures closed below the $1,800 mark on Monday, hitting a one-week low</p><p>Gold futures for December delivery on the New York Mercantile Exchange fell $17.40, or 1%, to settle at $1,798.10 an ounce on Monday. On the most active contract basis, gold futures prices on Monday hit their lowest close since August 5.</p><p>International macro</p><p>1. China's U.S. bond holdings fell by $13 billion in June, marking the seventh consecutive month of decline</p><p>On Monday local time, the U.S. Treasury Department released a report on international capital flows as of June this year. The data showed that China's U.S. bond holdings continued the previous reduction pace. According to the latest data, China's U.S. bond holdings fell to US $967.8 billion in June this year, a month-on-month decrease of US $13 billion, the seventh consecutive month of decline. In May this year, China's U.S. bond holdings fell below the trillion-dollar mark for the first time since May 2010.</p><p>2. The minutes of the Federal Reserve's July meeting will be released soon, and the September rate hike of 50 basis points is more likely</p><p>The Federal Reserve is expected to release the minutes of its July monetary policy meeting on August 18, Beijing time. The market also hopes to find clues to the policy direction and get a glimpse of the path of the rate hike in September.</p><p>Since 2022, in order to curb high inflation in the United States, the Federal Reserve has conducted four consecutive rate hike and two consecutive rate hike of 75 basis points from June to July, reaching a total of 150 basis points, the largest since 1980. Judging from the current economic indicators, the probability of reducing rate hike to 50 basis points in September is slightly greater.</p><p>3. More optimistic than the Fed! Markets are already betting on inflation peaking</p><p>The widespread bet in the derivatives market predicts that the inflation rate in the United States will drop to around 3.3% in the next 12 months, which is equivalent to the forecast in August last year. But some analysts believe that investors are making the same mistakes as last year, and time will tell everything.</p><p>Compared with the Federal Reserve, some investors are currently more optimistic about inflation. U.S. inflation data released last week softened, which comforted some investors, who were further inclined to bet that inflation was peaking.</p><p>4. Global e-commerce revenue may shrink for the first time</p><p>The latest forecast of Media Digital Market Outlook has lowered its global e-commerce revenue estimate for 2022. Global e-commerce revenue is expected to shrink year-over-year for the first time in 2022, down 2.5% from 2021, impacted by supply chain issues and inflation. The global e-commerce industry needs to overcome two major hurdles-the widely expected global recession and the accompanying rise in unemployment-before it finally gets back on track.</p><p>5. U.S. homebuilder confidence index hits the longest consecutive decline since the housing market crash in 2007</p><p>A measure of confidence among U.S. homebuilders fell for the eighth straight month, the longest streak since the housing market crash in 2007.</p><p>According to National Association of Home Builders (NAHB)/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>According to data released on Monday, the U.S. homebuilder confidence index fell 6 points to 49 in August, lower than the most pessimistic expectations among economists surveyed, and fell below the watershed of 50 for the first time since May 2020.</p><p>The situation between Russia and Ukraine</p><p>1. Russia claims that the Ukrainian army shelled areas near the Zaporizhzhia nuclear power plant, killing civilians, and Ukraine denies it</p><p>According to a report from the Russian Ministry of Defense on the 14th local time, in the past 24 hours, the Russian army attacked multiple Ukrainian army command points and took full control of the Ude settlement in the Kharkiv region. Two Ukrainian mechanized brigades located in the Donetsk region and Kherson region were also attacked by the Russian Aerospace Forces.</p><p>According to Russian media reports, on the 14th local time, the city of Enerhodar in the Zaporizhzhia region was shelled twice by the Ukrainian army, killing one civilian. The grassland near the Zaporizhzhia nuclear power plant also caught fire due to the shelling. Local officials in Ukraine denied the Russian claim, saying that the Russian army opened fire that caused casualties.</p><p>2. Ukraine claims to have repelled multiple Russian offensives in the Donetsk region</p><p>According to a Reuters report on the 15th, citing information from the General Staff of the Ukrainian Armed Forces, the Russian army launched heavy shelling on several towns in the eastern Donetsk region and tried to advance. The Ukrainian army repelled several offensives, and the Kherson region It was also shelled by Russian troops. In addition, the Ukrainian army attacked the Antonovsky Bridge in the Kherson region on the 14th local time to ensure that the facility was impassable.</p><p>3. A humanitarian food carrier bound for Africa will depart from a Ukrainian port</p><p>According to a Reuters report on the 14th, citing a United Nations official, in the next few days, a grain ship chartered by the United Nations carrying more than 23,000 tons of wheat will sail from the port of Pivdeny (Yuzhny) in Ukraine. To the African country Ethiopia. According to reports, this will be the first time in the Black Sea port since the outbreak of the Russia-Ukraine conflict<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>Under the Sinotrans agreement, the first shipment of humanitarian food aid to Africa.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2259024061\" target=\"_blank\">Hillhouse HHLR continues to be optimistic about Chinese assets in the second quarter: \"bargain-hunting\" Alibaba Pinduoduo increases its position in new energy</a></p><p>On August 16, Beijing time, the website of the U.S. Securities and Exchange Commission (SEC) showed that HHLR Advisors, a subsidiary of Hillhouse, released Form 13F reflecting the latest U.S. stock position data.</p><p>As of the end of the second quarter, HHLR held 64 stocks in the U.S. stock market, with a total market value of US $4.7 billion, basically the same as the previous quarter. Among them, HHLR continued to increase its centralized allocation of Chinese assets and heavy investment in the second quarter. Not only did it further increase its holdings of some heavy Chinese concept stocks, but it also re-opened positions and bought two Chinese concept e-commerce giants<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And Pinduoduo.</p><p>2、<a href=\"https://laohu8.com/NW/1143140803\" target=\"_blank\">In the second quarter, Berkshire aggressively increased its position in Occidental Petroleum, increased its holdings in Apple and cleared its position in Verizon</a></p><p>After the market closed on Monday, Berkshire, headed by stock god Buffett, finally disclosed the 13F table. In addition to increasing its holdings of Apple,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>, Occidental Petroleum and other operations that are already known to the outside world, the stock god also cleared communication operators in the second quarter<a href=\"https://laohu8.com/S/VZ\">Verizon</a>And Royalty Pharma, a licensed pharmaceutical investor, while Ally Finance is particularly favored, with a masukura ratio of 234%.</p><p>3、<a href=\"https://laohu8.com/NW/1156794514\" target=\"_blank\">Goldman Sachs increased its holdings of Alibaba and U.S. bond ETFs in the second quarter, while reduced its holdings of Apple, Google and Meta</a></p><p>On Monday, August 15, the 13F report submitted by Goldman Sachs showed that Goldman Sachs increased its holdings in the second quarter<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>ADR, Consumer Staples Select Sector SPDR Fund,<a href=\"https://laohu8.com/S/EGRW\">iShares</a>IShares MSCI Emerging Markets ETF, Pinterest and other 2337 stocks or funds. Reduce holdings of Apple and Invesco QQQ Trust Series 1,<a href=\"https://laohu8.com/S/EMDI\">iShares</a>IShares Russell 2000 ETF,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Meta,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Wait for 2229 stocks or ETFs. Awkward holdings in stocks or funds include SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">S&P 500 ETF</a>Trust, Apple, Microsoft,<a href=\"https://laohu8.com/S/EMEY\">iShares</a>IShares Russell 2000 ETF, and Amazon.</p><p>4. metaverse concept stock Unity rejects competing product merger proposals</p><p>Unity, the developer of 2D and 3D game engines, announced Monday that it has rejected a pure stock merger proposal from rival AppLovin and will move forward with a $4.4 billion acquisition of ad technology platform IronSource. Unity also announced that it will launch a repurchase worth US $2.5 billion after the acquisition is completed. At the same time, shareholders Silver Lake Capital and Sequoia Capital have agreed to subscribe for the company's US $1 billion convertible bonds after the transaction is completed. As of the close, Unity closed down 7.13% on Monday, and AppLovin fell 7.63%.</p><p>5、<a href=\"https://laohu8.com/NW/2259035026\" target=\"_blank\">\"Big short\" sells almost all U.S. stock positions, leaving only one prison concept stock</a></p><p>According to the 13F form disclosed by the fund owned by Michael Berry, the \"big short prototype\", at the end of the second quarter of this year, he threw away all 11 stocks he had previously held, including Alphabet, Meta platform, etc., and only built positions in multinational private prisons and mental health facilities. Operator GEO Group. On this news, GEO Group closed up 10.63% on Monday.</p><p>6、<a href=\"https://laohu8.com/NW/2259571028\" target=\"_blank\">Apple is rumored to expand self-operated advertising</a></p><p>According to media reports on Monday, Apple is seeing its advertising business as a growth starter in an economic recession environment. Apple Maps, books and podcast apps may all be the direction to expand revenue, and streaming media business TV + may follow suit<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Wait for peers to launch advertising tiered subscription.</p><p>7、<a href=\"https://laohu8.com/NW/1141036610\" target=\"_blank\">Hedge funds buy nearly $1 billion in Disney stock and pressure management</a></p><p>Hedge fund Three Points Management disclosed on Monday that it held nearly $1 billion in Disney stock and announced that it would push the company to carry out a series of transformations, such as divesting sports channel ESPN, buying back shares and adding new board members. It should be noted that Three Points Management sold the company's stock earlier this year due to rate hike concerns.</p><p>8. The news said<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Partnership Agreement with Paramount</p><p>According to media reports citing people familiar with the matter, retail giant Wal-Mart has reached an agreement with Paramount to provide Paramount + streaming services to supermarket subscription members, which is also regarded as its latest track to compete with Amazon. It is reported that Paramount will provide streaming media services with advertisements to Wal-Mart members, and the official website price is $4.99/month. According to the schedule, Walmart will release its latest earnings report before the market opens on Tuesday.</p><p>9. FTC v. Meta platform VR field acquisition case will be held in December</p><p>The Federal Trade Commission's hearing to block Meta Platform's acquisition of VR software developer Within Unlimited will begin on Dec. 20 for seven consecutive days, the District Court for the District of California ruled on Monday. What is quite special about this case is that Meta has acquired hundreds of companies in the past ten years, and Within Unlimited is only a company with a small market value in the VR industry. Generally speaking, such acquisitions will not be opposed by the federal government. oppose.</p><p>9、<a href=\"https://laohu8.com/NW/2259775049\" target=\"_blank\">Cut down the ace business! Wells Fargo rumored to scale back mortgage business</a></p><p>According to reports, Wells Fargo is planning to significantly reduce the scale of its mortgage business. The bank's new management is no longer committed to continuing to occupy the number one position in the U.S. mortgage market and is ready to retreat from this field. The retreat strategy may start with The bank's business ties with external mortgage companies begin.</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 | Hillhouse HHLR bargain hunting Alibaba Pinduoduo! U.S. oil falls below $90</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 | Hillhouse HHLR bargain hunting Alibaba Pinduoduo! U.S. oil falls below $90\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\">2022-08-16 07:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. stocks closed higher overnight, with the Nasdaq rising 0.62%; ② U.S. oil fell below the $90 mark, hitting a one-week low; ③ Hillhouse HHLR \"bargain-hunting\" Ali<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>, Jiacang new energy; ④ The prototype of \"Big Short\" was shot, almost polishing the stocks held. Overseas Market</p><p>1. The weekly \"four consecutive positives\" rhythm continued, U.S. stocks collectively closed up, and the Nasdaq rose 0.62%</p><p>U.S. stocks closed slightly higher on Monday. The market continues to pay attention to the risk of global economic recession, and awaits the earnings report of U.S. retail giants and July retail sales data. As of the close, the Dow Jones Index rose 0.45%, the Nasdaq Composite Index rose 0.62%, and the S&P 500 Index rose 0.40%. Large-cap tech stocks continued their gains, with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.63%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 3.10%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Down 0.26%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Up 0.33%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 0.53%.</p><p>2. Most popular Chinese concept stocks rose, Zhifu Financing rose by more than 115%</p><p>Most popular Chinese concept stocks closed up, the Nasdaq China Golden Dragon Index rose 0.78%, and Zhifu Financing rose more than 115%.<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Rose nearly 9%,<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>It rose nearly 5%, Pinduoduo rose more than 4%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 3%.</p><p>3. European stocks closed generally higher and the German DAX30 index rose 0.15%</p><p>European stocks closed generally higher on Monday, with Germany's DAX index up 0.15% and France's CAC40 index up 0.25%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.15%, and the Euro Stoxx 50 index rose 0.3%.</p><p>4. U.S. WTI crude oil futures closed down 2.9%, falling below $90, hitting a one-week low</p><p>The price of West Texas Intermediate crude oil (WTI) futures for September delivery on the New York Mercantile Exchange closed down $2.68, or 2.91%, to close at $89.41. The risk of global economic recession has put pressure on the outlook for crude oil demand, while the possibility of Saudi Arabia increasing production and the potential that Iran may resume supplying crude oil to the global market have put pressure on crude oil prices.</p><p>5. New York gold futures closed below the $1,800 mark on Monday, hitting a one-week low</p><p>Gold futures for December delivery on the New York Mercantile Exchange fell $17.40, or 1%, to settle at $1,798.10 an ounce on Monday. On the most active contract basis, gold futures prices on Monday hit their lowest close since August 5.</p><p>International macro</p><p>1. China's U.S. bond holdings fell by $13 billion in June, marking the seventh consecutive month of decline</p><p>On Monday local time, the U.S. Treasury Department released a report on international capital flows as of June this year. The data showed that China's U.S. bond holdings continued the previous reduction pace. According to the latest data, China's U.S. bond holdings fell to US $967.8 billion in June this year, a month-on-month decrease of US $13 billion, the seventh consecutive month of decline. In May this year, China's U.S. bond holdings fell below the trillion-dollar mark for the first time since May 2010.</p><p>2. The minutes of the Federal Reserve's July meeting will be released soon, and the September rate hike of 50 basis points is more likely</p><p>The Federal Reserve is expected to release the minutes of its July monetary policy meeting on August 18, Beijing time. The market also hopes to find clues to the policy direction and get a glimpse of the path of the rate hike in September.</p><p>Since 2022, in order to curb high inflation in the United States, the Federal Reserve has conducted four consecutive rate hike and two consecutive rate hike of 75 basis points from June to July, reaching a total of 150 basis points, the largest since 1980. Judging from the current economic indicators, the probability of reducing rate hike to 50 basis points in September is slightly greater.</p><p>3. More optimistic than the Fed! Markets are already betting on inflation peaking</p><p>The widespread bet in the derivatives market predicts that the inflation rate in the United States will drop to around 3.3% in the next 12 months, which is equivalent to the forecast in August last year. But some analysts believe that investors are making the same mistakes as last year, and time will tell everything.</p><p>Compared with the Federal Reserve, some investors are currently more optimistic about inflation. U.S. inflation data released last week softened, which comforted some investors, who were further inclined to bet that inflation was peaking.</p><p>4. Global e-commerce revenue may shrink for the first time</p><p>The latest forecast of Media Digital Market Outlook has lowered its global e-commerce revenue estimate for 2022. Global e-commerce revenue is expected to shrink year-over-year for the first time in 2022, down 2.5% from 2021, impacted by supply chain issues and inflation. The global e-commerce industry needs to overcome two major hurdles-the widely expected global recession and the accompanying rise in unemployment-before it finally gets back on track.</p><p>5. U.S. homebuilder confidence index hits the longest consecutive decline since the housing market crash in 2007</p><p>A measure of confidence among U.S. homebuilders fell for the eighth straight month, the longest streak since the housing market crash in 2007.</p><p>According to National Association of Home Builders (NAHB)/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>According to data released on Monday, the U.S. homebuilder confidence index fell 6 points to 49 in August, lower than the most pessimistic expectations among economists surveyed, and fell below the watershed of 50 for the first time since May 2020.</p><p>The situation between Russia and Ukraine</p><p>1. Russia claims that the Ukrainian army shelled areas near the Zaporizhzhia nuclear power plant, killing civilians, and Ukraine denies it</p><p>According to a report from the Russian Ministry of Defense on the 14th local time, in the past 24 hours, the Russian army attacked multiple Ukrainian army command points and took full control of the Ude settlement in the Kharkiv region. Two Ukrainian mechanized brigades located in the Donetsk region and Kherson region were also attacked by the Russian Aerospace Forces.</p><p>According to Russian media reports, on the 14th local time, the city of Enerhodar in the Zaporizhzhia region was shelled twice by the Ukrainian army, killing one civilian. The grassland near the Zaporizhzhia nuclear power plant also caught fire due to the shelling. Local officials in Ukraine denied the Russian claim, saying that the Russian army opened fire that caused casualties.</p><p>2. Ukraine claims to have repelled multiple Russian offensives in the Donetsk region</p><p>According to a Reuters report on the 15th, citing information from the General Staff of the Ukrainian Armed Forces, the Russian army launched heavy shelling on several towns in the eastern Donetsk region and tried to advance. The Ukrainian army repelled several offensives, and the Kherson region It was also shelled by Russian troops. In addition, the Ukrainian army attacked the Antonovsky Bridge in the Kherson region on the 14th local time to ensure that the facility was impassable.</p><p>3. A humanitarian food carrier bound for Africa will depart from a Ukrainian port</p><p>According to a Reuters report on the 14th, citing a United Nations official, in the next few days, a grain ship chartered by the United Nations carrying more than 23,000 tons of wheat will sail from the port of Pivdeny (Yuzhny) in Ukraine. To the African country Ethiopia. According to reports, this will be the first time in the Black Sea port since the outbreak of the Russia-Ukraine conflict<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>Under the Sinotrans agreement, the first shipment of humanitarian food aid to Africa.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2259024061\" target=\"_blank\">Hillhouse HHLR continues to be optimistic about Chinese assets in the second quarter: \"bargain-hunting\" Alibaba Pinduoduo increases its position in new energy</a></p><p>On August 16, Beijing time, the website of the U.S. Securities and Exchange Commission (SEC) showed that HHLR Advisors, a subsidiary of Hillhouse, released Form 13F reflecting the latest U.S. stock position data.</p><p>As of the end of the second quarter, HHLR held 64 stocks in the U.S. stock market, with a total market value of US $4.7 billion, basically the same as the previous quarter. Among them, HHLR continued to increase its centralized allocation of Chinese assets and heavy investment in the second quarter. Not only did it further increase its holdings of some heavy Chinese concept stocks, but it also re-opened positions and bought two Chinese concept e-commerce giants<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And Pinduoduo.</p><p>2、<a href=\"https://laohu8.com/NW/1143140803\" target=\"_blank\">In the second quarter, Berkshire aggressively increased its position in Occidental Petroleum, increased its holdings in Apple and cleared its position in Verizon</a></p><p>After the market closed on Monday, Berkshire, headed by stock god Buffett, finally disclosed the 13F table. In addition to increasing its holdings of Apple,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>, Occidental Petroleum and other operations that are already known to the outside world, the stock god also cleared communication operators in the second quarter<a href=\"https://laohu8.com/S/VZ\">Verizon</a>And Royalty Pharma, a licensed pharmaceutical investor, while Ally Finance is particularly favored, with a masukura ratio of 234%.</p><p>3、<a href=\"https://laohu8.com/NW/1156794514\" target=\"_blank\">Goldman Sachs increased its holdings of Alibaba and U.S. bond ETFs in the second quarter, while reduced its holdings of Apple, Google and Meta</a></p><p>On Monday, August 15, the 13F report submitted by Goldman Sachs showed that Goldman Sachs increased its holdings in the second quarter<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>ADR, Consumer Staples Select Sector SPDR Fund,<a href=\"https://laohu8.com/S/EGRW\">iShares</a>IShares MSCI Emerging Markets ETF, Pinterest and other 2337 stocks or funds. Reduce holdings of Apple and Invesco QQQ Trust Series 1,<a href=\"https://laohu8.com/S/EMDI\">iShares</a>IShares Russell 2000 ETF,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Meta,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Wait for 2229 stocks or ETFs. Awkward holdings in stocks or funds include SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">S&P 500 ETF</a>Trust, Apple, Microsoft,<a href=\"https://laohu8.com/S/EMEY\">iShares</a>IShares Russell 2000 ETF, and Amazon.</p><p>4. metaverse concept stock Unity rejects competing product merger proposals</p><p>Unity, the developer of 2D and 3D game engines, announced Monday that it has rejected a pure stock merger proposal from rival AppLovin and will move forward with a $4.4 billion acquisition of ad technology platform IronSource. Unity also announced that it will launch a repurchase worth US $2.5 billion after the acquisition is completed. At the same time, shareholders Silver Lake Capital and Sequoia Capital have agreed to subscribe for the company's US $1 billion convertible bonds after the transaction is completed. As of the close, Unity closed down 7.13% on Monday, and AppLovin fell 7.63%.</p><p>5、<a href=\"https://laohu8.com/NW/2259035026\" target=\"_blank\">\"Big short\" sells almost all U.S. stock positions, leaving only one prison concept stock</a></p><p>According to the 13F form disclosed by the fund owned by Michael Berry, the \"big short prototype\", at the end of the second quarter of this year, he threw away all 11 stocks he had previously held, including Alphabet, Meta platform, etc., and only built positions in multinational private prisons and mental health facilities. Operator GEO Group. On this news, GEO Group closed up 10.63% on Monday.</p><p>6、<a href=\"https://laohu8.com/NW/2259571028\" target=\"_blank\">Apple is rumored to expand self-operated advertising</a></p><p>According to media reports on Monday, Apple is seeing its advertising business as a growth starter in an economic recession environment. Apple Maps, books and podcast apps may all be the direction to expand revenue, and streaming media business TV + may follow suit<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Wait for peers to launch advertising tiered subscription.</p><p>7、<a href=\"https://laohu8.com/NW/1141036610\" target=\"_blank\">Hedge funds buy nearly $1 billion in Disney stock and pressure management</a></p><p>Hedge fund Three Points Management disclosed on Monday that it held nearly $1 billion in Disney stock and announced that it would push the company to carry out a series of transformations, such as divesting sports channel ESPN, buying back shares and adding new board members. It should be noted that Three Points Management sold the company's stock earlier this year due to rate hike concerns.</p><p>8. The news said<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Partnership Agreement with Paramount</p><p>According to media reports citing people familiar with the matter, retail giant Wal-Mart has reached an agreement with Paramount to provide Paramount + streaming services to supermarket subscription members, which is also regarded as its latest track to compete with Amazon. It is reported that Paramount will provide streaming media services with advertisements to Wal-Mart members, and the official website price is $4.99/month. According to the schedule, Walmart will release its latest earnings report before the market opens on Tuesday.</p><p>9. FTC v. Meta platform VR field acquisition case will be held in December</p><p>The Federal Trade Commission's hearing to block Meta Platform's acquisition of VR software developer Within Unlimited will begin on Dec. 20 for seven consecutive days, the District Court for the District of California ruled on Monday. What is quite special about this case is that Meta has acquired hundreds of companies in the past ten years, and Within Unlimited is only a company with a small market value in the VR industry. Generally speaking, such acquisitions will not be opposed by the federal government. oppose.</p><p>9、<a href=\"https://laohu8.com/NW/2259775049\" target=\"_blank\">Cut down the ace business! Wells Fargo rumored to scale back mortgage business</a></p><p>According to reports, Wells Fargo is planning to significantly reduce the scale of its mortgage business. The bank's new management is no longer committed to continuing to occupy the number one position in the U.S. mortgage market and is ready to retreat from this field. The retreat strategy may start with The bank's business ties with external mortgage companies begin.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index","PDD":"拼多多","BK4553":"喜马拉雅资本持仓","BK4526":"热门中概股","BK4505":"高瓴资本持仓",".DJI":"道琼斯","DWT":"三倍做空原油ETN","SCO":"二倍做空彭博原油指数ETF","BK4558":"双十一",".IXIC":"NASDAQ Composite","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","DUG":"二倍做空石油与天然气ETF(ProShares)","BK4504":"桥水持仓","BK4570":"地缘局势概念股","BK4531":"中概回港概念","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129383304","content_text":"摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里拼多多，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。海外市场1、周线“四连阳”节奏延续美股集体收涨纳指涨0.62%美股周一小幅收高。市场继续关注全球经济衰退风险，并等待美国零售巨头财报以及7月零售销售数据。截至收盘，道琼斯指数涨0.45%，纳斯达克综合指数涨0.62%，标普500指数涨0.40%。大型科技股延续上涨步伐，其中苹果涨0.63%、特斯拉涨3.10%、亚马逊跌0.26%、谷歌A涨0.33%、微软涨0.53%。2、热门中概股多数上涨 智富融资涨超115%热门中概股多数收涨，纳斯达克中国金龙指数涨0.78%，智富融资涨超115%，斗鱼涨近9%，虎牙涨近5%，拼多多涨超4%，爱奇艺涨超3%，小鹏汽车跌超3%。3、欧股收盘普涨德国DAX30指数涨0.15%欧股周一收盘普涨，德国DAX指数涨0.15%，法国CAC40指数涨0.25%，英国富时100指数涨0.15%，欧洲斯托克50指数涨0.3%。4、美国WTI原油期货收跌2.9%跌破90美元 创一周新低纽约商品交易所9月交割的西德州中质原油（WTI）期货价格收跌2.68美元，跌幅为2.91%，报收于89.41美元。全球经济衰退的风险令原油需求前景受到压力，而沙特增加产量的可能性，以及伊朗可能重新向全球市场供应原油的潜在可能，均令原油价格承压。5、纽约黄金期货周一收盘跌破1800美元关口 创一周新低纽约商品交易所12月交割的黄金期货价格周一下跌17.40美元，跌幅为1%，收于每盎司1798.10美元。按照最活跃合约计算，周一黄金期货价格创8月5日以来的最低收盘价。国际宏观1、中国美债持仓六月减少130亿美元 为连续第七个月下降当地时间周一，美国财政部发布截至今年6月的国际资本流动报告，数据显示中国的美债持仓延续此前的减持节奏。根据最新数据，中国的美债持仓在今年6月下降至9678亿美元，环比下降130亿美元，为连续第七个月下降。而在今年5月，中国的美债持仓自2010年5月以来首度跌破万亿美元关口。2、美联储7月份会议纪要即将公布 9月份加息50个基点可能性较大美联储预计于北京时间8月18日公布7月份货币政策会议纪要。市场也希望能够在其中找到政策风向线索，一窥9月份的加息路径。2022年以来，为遏制美国高企的通胀，美联储已经连续4次加息，6月份至7月份连续2次加息75个基点，累计达150个基点，创1980年以来最大幅度。从当前经济指标来看，9月份缩减加息幅度至50个基点的概率稍大。3、比美联储更乐观！市场已经开始押注通胀见顶了衍生品市场的普遍押注预测，未来12个月美国通胀率将降至3.3%左右，这和去年8月时的预测相当。但有分析认为，投资者正在犯和去年同样的错误，时间将证明一切。和美联储相比，当前一些投资者对通胀的态度更为乐观。上周公布的美国通胀数据有所缓和，这些数据令一些投资者感到安慰，他们进一步倾向于押注通胀正在达到顶峰。4、全球电子商务收入或将首次出现萎缩媒体数字市场展望最新预测下调了2022年全球电子商务收入预估。受供应链问题和通胀影响，全球电子商务收入预计将在2022年同比首次萎缩，较2021年下降2.5%。全球电子商务行业在最终重回正轨之前需要克服普遍预期的全球经济衰退和随之而来的失业率上升这两个重大障碍。5、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。根据全国住宅建筑商协会（NAHB）/富国银行周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。俄乌局势1、俄称乌军炮击扎波罗热核电站附近地区致平民死亡 乌方否认据俄国防部当地时间14日通报，过去24小时内，俄军打击了多个乌军指挥点，并完全控制了哈尔科夫地区的乌德定居点。分别位于顿涅茨克地区和赫尔松地区的两个乌军机械化旅也遭到俄空天军打击。据俄罗斯媒体报道，当地时间14日，扎波罗热地区的埃涅尔戈达尔市遭乌军两次炮击，造成1名平民死亡，扎波罗热核电站附近的草地也因炮击起火。乌方当地官员否认了俄方说法，称当天是俄军开火造成人员伤亡。2、乌称在顿涅茨克地区多次击退俄军攻势据路透社15日援引乌武装部队总参谋部的消息报道，俄军对顿涅茨克地区东部的几个城镇发动了猛烈炮击并试图推进，乌军击退了数次攻势，赫尔松地区也遭到了俄军炮击。此外，乌军当地时间14日打击了赫尔松地区的安东诺夫斯基大桥以确保该设施无法通行。3、一艘运往非洲的人道主义粮食运输船将从乌克兰港口启程据路透社14日援引一名联合国官员的说法报道，未来几天内，一艘由联合国租用、载有2.3万多吨小麦的运粮船将从乌克兰皮夫登尼(尤日内)港起航，驶向非洲国家埃塞俄比亚。报道称，这将是自俄乌冲突爆发以来，在黑海港口农产品外运协议下，第一批运往非洲的人道主义粮食援助货物。公司新闻1、高瓴HHLR二季度持续看好中国资产：“抄底”阿里拼多多加仓新能源北京时间8月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下HHLR Advisors公布了反映最新美股持仓数据的13F表格。截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。其中，HHLR在二季度继续加大了对中国资产的集中配置、重仓投资，不但进一步增持部分重仓中概股，还重新建仓买入了两家中概电商巨头阿里巴巴和拼多多。2、二季度伯克希尔大举加仓西方石油，增持苹果、清仓Verizon周一盘后，股神巴菲特执掌的伯克希尔压轴披露13F表，除了增持苹果、雪佛龙、西方石油等外界已经知晓的操作，股神在二季度还清仓了通讯运营商威瑞森和药品特许投资商Royalty Pharma，同时Ally金融受到格外亲睐，增仓比例达到234%。3、高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、iShares安硕罗素2000 ETF、谷歌A、Meta、奈飞等2229只股票或ETF。重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊。4、元宇宙概念股Unity回绝竞品并购提案2D和3D游戏引擎开发商Unity周一宣布，已经拒绝了竞争对手AppLovin提出的纯股票合并提案，并将推进广告技术平台IronSource价值44亿美元的收购案。Unity同时宣布，在收购完成后将展开价值25亿美元的回购，同时股东银湖资本和红杉资本已经同意在交易完成后认购公司10亿美元可转债。截至收盘，Unity周一收跌7.13%，AppLovin跌7.63%。5、“大空头”几乎抛空所有美股持仓 仅留一只监狱概念股根据“大空头原型”迈克尔·贝瑞旗下基金披露的13F表，他在今年二季度末抛掉了此前持有的所有11只个股，包括Alphabet、Meta平台等，仅仅建仓跨国私人监狱和精神卫生设施运营商GEO集团。受此消息影响，GEO集团周一收涨10.63%。6、苹果公司据传将扩大自营广告投放范围据媒体周一报道，苹果公司正把广告业务视为经济衰退环境下的增长抓手，苹果地图、图书和播客应用都有可能是拓展营收的方向，而流媒体业务TV+也有可能效仿奈飞、迪士尼等同行推出广告分层订阅。7、对冲基金买入近10亿美元迪士尼股票并施压管理层对冲基金三点管理周一披露持有近10亿美元的迪士尼股票，并宣布将推动公司展开一系列转型，例如剥离体育频道ESPN、回购股票和增加新的董事会成员等。需要说明的是，三点管理今年早些时候曾因加息担忧抛出过公司股票。8、消息称沃尔玛与派拉蒙达成合作协议据媒体援引知情人士报道，零售巨头沃尔玛已经与派拉蒙公司达成协议，将向超市的订阅会员提供派拉蒙+流媒体服务，这也被视为其与亚马逊竞争的最新赛道。据悉，派拉蒙将向沃尔玛会员提供附带广告的流媒体服务，官网售价为4.99美元/月。根据日程，沃尔玛将在周二盘前发布最新财报。9、FTC诉Meta平台VR领域收购案将于12月开庭加州地区地方法院周一裁定，美国联邦贸易委员会阻止Meta平台收购VR软件开发商Within Unlimited的听证会将在12月20日开始，连续七天。这一起案件颇为特殊的是，Meta在过去十年里收购了上百家公司，而Within Unlimited只是VR产业中一家市值很小的公司，一般来说此类收购并不会遭到联邦政府的反对。9、大砍王牌业务！传富国银行拟缩减抵押贷款业务据报道，富国银行正计划大幅缩减其抵押贷款业务的规模，该行新管理层不再承诺继续盘踞美国按揭贷款市场的第一把交椅，并准备从该领域撤退，撤退战略可能会从该行与外部抵押贷款公司的业务联系开始。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,"DWTIF":0.9,"UCO":0.9,"QMmain":0.9,"PDD":0.9,".IXIC":0.9,"DWT":0.9,"BZmain":0.9,"USO":0.9,"UWTIF":0.9,"CLmain":0.9,"DUG":0.9,"SCO":0.9}},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147710678,"gmtCreate":1626391082294,"gmtModify":1703759082596,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147710678","repostId":"1191369396","repostType":4,"repost":{"id":"1191369396","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":1626389502,"share":"https://ttm.financial/m/news/1191369396?lang=en_US&edition=fundamental","pubTime":"2021-07-16 06:51","market":"us","language":"zh","title":"Intel in talks to acquire GlobalFoundries for roughly $30 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1191369396","media":"老虎资讯综合","summary":"7月16日讯，据知情人士透露，英特尔公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。\n知情","content":"<p>July 16, according to people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company is studying a deal to acquire GlobalFoundries, a move that would boost the semiconductor giant's plans to produce more chips for other technology companies and is seen as the company's largest acquisition ever.</p><p>The deal could value GlobalFoundries at around $30 billion, people familiar with the matter said. But there is no guarantee that it will succeed, and GlobalFoundries may go ahead with an initial public offering (IPO) as planned. GlobalFoundries is owned by Mubadala Investment Co., a government investment arm in Abu Dhabi, but is based in the United States. The company is not in talks with Intel, a spokesman for the company said.</p><p>GlobalFoundries is owned by Mubadala Investment Company, an Abu Dhabi sovereign wealth fund, but is headquartered in the United States. According to data from research firm Trendforce, GlobalFoundries occupies about 7% of the global wafer foundry market in terms of revenue, behind TSMC, Samsung and UMC.</p><p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that GlobalFoundries' major customers include Intel's competitor AMD. This year, the two parties reached a long-term chip component supply agreement worth $1.6 billion. This will greatly increase the difficulty of Intel's mergers and acquisitions.</p><p>Intel CEO Pat Gelsinger (Pat Gelsinger) said in March that Intel would return to fabs and announced that it would invest more than US $20 billion to expand wafer production equipment in the United States, as well as at home and abroad. Promote more investment.</p><p>Previously, a number of semiconductor companies announced plans to expand production. For example, TSMC invested US $100 billion in three years to expand production capacity; South Korea's second largest chip factory SK Hynix's $100 billion production expansion plan was approved.</p><p>Qiao An, an analyst at TrendForce, once said that the global demand for semiconductors is still strong, coupled with the tight demand for automotive semiconductors, the delivery cycle has been extended in a market where the production capacity of various processes of wafer foundries is mostly hard to find. Production expansion has become the most direct way to solve the production capacity problem.</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>Intel in talks to acquire GlobalFoundries for roughly $30 billion</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\">\nIntel in talks to acquire GlobalFoundries for roughly $30 billion\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\">2021-07-16 06:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 16, according to people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company is studying a deal to acquire GlobalFoundries, a move that would boost the semiconductor giant's plans to produce more chips for other technology companies and is seen as the company's largest acquisition ever.</p><p>The deal could value GlobalFoundries at around $30 billion, people familiar with the matter said. But there is no guarantee that it will succeed, and GlobalFoundries may go ahead with an initial public offering (IPO) as planned. GlobalFoundries is owned by Mubadala Investment Co., a government investment arm in Abu Dhabi, but is based in the United States. The company is not in talks with Intel, a spokesman for the company said.</p><p>GlobalFoundries is owned by Mubadala Investment Company, an Abu Dhabi sovereign wealth fund, but is headquartered in the United States. According to data from research firm Trendforce, GlobalFoundries occupies about 7% of the global wafer foundry market in terms of revenue, behind TSMC, Samsung and UMC.</p><p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that GlobalFoundries' major customers include Intel's competitor AMD. This year, the two parties reached a long-term chip component supply agreement worth $1.6 billion. This will greatly increase the difficulty of Intel's mergers and acquisitions.</p><p>Intel CEO Pat Gelsinger (Pat Gelsinger) said in March that Intel would return to fabs and announced that it would invest more than US $20 billion to expand wafer production equipment in the United States, as well as at home and abroad. Promote more investment.</p><p>Previously, a number of semiconductor companies announced plans to expand production. For example, TSMC invested US $100 billion in three years to expand production capacity; South Korea's second largest chip factory SK Hynix's $100 billion production expansion plan was approved.</p><p>Qiao An, an analyst at TrendForce, once said that the global demand for semiconductors is still strong, coupled with the tight demand for automotive semiconductors, the delivery cycle has been extended in a market where the production capacity of various processes of wafer foundries is mostly hard to find. Production expansion has become the most direct way to solve the production capacity problem.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191369396","content_text":"7月16日讯，据知情人士透露，英特尔公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。\n知情人士说，这笔交易对GlobalFoundries的估值可能在300亿美元左右。但并不能保证一定会成功，GlobalFoundries可能会按计划进行首次公开募股(IPO)。GlobalFoundries为阿布扎比政府投资机构穆巴达拉投资公司(Mubadala Investment Co.)所有，但总部设在美国。该公司发言人说，该公司没有与英特尔进行谈判。\n格芯为阿布扎比主权财富基金 Mubadala 投资公司所有，但总部设在美国。据研究机构集邦咨询（Trendforce）数据，按照营收计算，格芯在全球晶圆代工市场占据了约7%的市场份额，位于台积电、三星和联电之后。\n\n值得关注的是，格芯大客户中包括了英特尔的竞争对手AMD。在今年，双方达成了一项长期的芯片组件供应协议，其价值为16亿美元。这将大大加大英特尔的并购难度。\n英特尔首席执行官帕特·基辛格(Pat Gelsinger)在三月份表示，英特尔将重返晶圆厂代工，并宣布将投入超 200亿美元，扩大美国的晶圆生产设备，也会在海內外推动更多投资。\n此前有多家半导体企业宣布了扩产计划，例如台积电三年内投资1000亿美元用于扩大产能；韩国第二大芯片厂SK海力士千亿美元扩产计划获批。\n集邦咨询分析师乔安曾表示，全球半导体需求仍然强劲，加上车用半导体需求吃紧，导致晶圆代工各制程产能多半难求的市况下，交付周期延长。扩产成为解决产能问题的最直接方法。","news_type":1,"symbols_score_info":{"INTC":0.9,"03086":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144429975,"gmtCreate":1626311010697,"gmtModify":1703757569794,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144429975","repostId":"1149769957","repostType":4,"repost":{"id":"1149769957","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":1626309162,"share":"https://ttm.financial/m/news/1149769957?lang=en_US&edition=fundamental","pubTime":"2021-07-15 08:32","market":"hk","language":"zh","title":"Global New Materials International's first-hand winning rate is 25%, and 30 subscriptions are secure in one lot","url":"https://stock-news.laohu8.com/highlight/detail?id=1149769957","media":"老虎资讯综合","summary":"7月15日，环球新材国际发布公告，公司全球发售约2.907亿股股份，其中香港发售股份2906.8万股，国际发售股份约2.616亿股，另有15%超额配股权；发售价已厘定为每股发售股份3.25港元，每手买","content":"<p>July 15,<a href=\"https://laohu8.com/S/06616\">Global New Materials International</a>Announced that the company sold approximately 290.7 million shares globally, including 29.068 million shares offered in Hong Kong, approximately 261.6 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been determined at HK $3.25 per Offer Share in board lots of 1,000 Shares; Essence International is the sole sponsor and it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 16 July 2021.</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 1,000 shares per lot, and the winning rate of one lot is 25%. If you subscribe for 30 lots, you will be sure to win one lot.</p><p>The head of Group B is 2 million shares (2,000 lots), and 296,000 shares (296 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/8a6cb8721b0face116cb998e57b2fec5\" tg-width=\"540\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e9a4a03e59eb9a81722356c3056fd911\" tg-width=\"552\" tg-height=\"740\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dcc8c011d01e0cb585024ccef1c0f326\" tg-width=\"539\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering have been slightly oversubscribed. The total number of shares subscribed for in the international offering is 302.8 million shares, equivalent to approximately 1.16 times the total number of offer shares initially available for subscription under the international offering. The Hong Kong Offer Shares initially being offered under the Hong Kong Public Offering have been oversubscribed. A total of 46,247 valid applications were received for a total of 313.7 million Hong Kong Offer Shares, representing approximately 10.79 times the total number of Hong Kong Offer Shares initially available for subscription under the Hong Kong Public Offering.</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and in accordance with the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for 27.065 million Offer Shares at the final Offer Price, accounting for approximately 9.31% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised) and approximately 2.32% of the shares issued immediately after the completion of the Global Offering (before any over-allotment option is exercised).</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and assuming that the Over-allotment Option is not exercised, the net proceeds that the Company will receive from the Global Offering are estimated to be approximately HK $879 million. If the over-allotment option is exercised in full, based on the offer price of HK $3.25 per offer share, the additional net proceeds received by the company for the 43.601 million offer shares issued due to the exercise of the over-allotment option will be approximately HK $141.7 million. If the Over-allotment Option is exercised, the Company will apply the net proceeds on a pro-rata basis.</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>Global New Materials International's first-hand winning rate is 25%, and 30 subscriptions are secure in one lot</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\">\nGlobal New Materials International's first-hand winning rate is 25%, and 30 subscriptions are secure in one lot\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\">2021-07-15 08:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 15,<a href=\"https://laohu8.com/S/06616\">Global New Materials International</a>Announced that the company sold approximately 290.7 million shares globally, including 29.068 million shares offered in Hong Kong, approximately 261.6 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been determined at HK $3.25 per Offer Share in board lots of 1,000 Shares; Essence International is the sole sponsor and it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 16 July 2021.</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 1,000 shares per lot, and the winning rate of one lot is 25%. If you subscribe for 30 lots, you will be sure to win one lot.</p><p>The head of Group B is 2 million shares (2,000 lots), and 296,000 shares (296 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/8a6cb8721b0face116cb998e57b2fec5\" tg-width=\"540\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e9a4a03e59eb9a81722356c3056fd911\" tg-width=\"552\" tg-height=\"740\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dcc8c011d01e0cb585024ccef1c0f326\" tg-width=\"539\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering have been slightly oversubscribed. The total number of shares subscribed for in the international offering is 302.8 million shares, equivalent to approximately 1.16 times the total number of offer shares initially available for subscription under the international offering. The Hong Kong Offer Shares initially being offered under the Hong Kong Public Offering have been oversubscribed. A total of 46,247 valid applications were received for a total of 313.7 million Hong Kong Offer Shares, representing approximately 10.79 times the total number of Hong Kong Offer Shares initially available for subscription under the Hong Kong Public Offering.</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and in accordance with the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for 27.065 million Offer Shares at the final Offer Price, accounting for approximately 9.31% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised) and approximately 2.32% of the shares issued immediately after the completion of the Global Offering (before any over-allotment option is exercised).</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and assuming that the Over-allotment Option is not exercised, the net proceeds that the Company will receive from the Global Offering are estimated to be approximately HK $879 million. If the over-allotment option is exercised in full, based on the offer price of HK $3.25 per offer share, the additional net proceeds received by the company for the 43.601 million offer shares issued due to the exercise of the over-allotment option will be approximately HK $141.7 million. If the Over-allotment Option is exercised, the Company will apply the net proceeds on a pro-rata basis.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26d35a88c8d9d9d46abd395d2bd24396","relate_stocks":{"06616":"环球新材国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149769957","content_text":"7月15日，环球新材国际发布公告，公司全球发售约2.907亿股股份，其中香港发售股份2906.8万股，国际发售股份约2.616亿股，另有15%超额配股权；发售价已厘定为每股发售股份3.25港元，每手买卖单位1000股；安信国际为独家保荐人，预期股份将于2021年7月16日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手1000股，一手中签率25%，认购30手稳中一手。\n乙组头为200万股（2000手），获配296000股（296手）。\n\n根据国际发售初步提呈发售的发售股份已获轻微超额认购。国际发售中获认购股份总数为3.028亿股，相当于国际发售项下初步可供认购的发售股份总数约1.16倍。根据香港公开发售初步提呈发售的香港发售股份已获超额认购。接获合共46,247份有效申请，认购合共3.137亿股香港发售股份，相当于香港公开发售项下初步可供认购的香港发售股份总数约10.79倍。\n按每股发售股份3.25港元的发售价计算，并根据基石投资协议，基石投资者已按最终发售价认购2706.5万股发售股份，占全球发售项下初步可供认购发售股份总数约9.31%(任何超额配股权获行使前)及紧随全球发售完成后已发行股份约2.32%(任何超额配股权获行使前)。\n按每股发售股份3.25港元的发售价计算，并假设超额配股权未获行使，公司将自全球发售收取的所得款项净额估计约为8.79亿港元。倘超额配股权获悉数行使，按每股发售股份3.25港元的发售价计算，公司就因超额配股权获行使而发行的4360.1万股发售股份收取的额外所得款项净额将约为1.417亿港元。倘超额配股权获行使，公司将按比例应用所得款项净额。","news_type":1,"symbols_score_info":{"06616":0.9}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981921075,"gmtCreate":1666388692497,"gmtModify":1676537749390,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981921075","repostId":"1191430808","repostType":4,"repost":{"id":"1191430808","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":1666367381,"share":"https://ttm.financial/m/news/1191430808?lang=en_US&edition=fundamental","pubTime":"2022-10-21 23:49","market":"us","language":"zh","title":"Tesla rose more than 2%, and the \"Sister Wood\" flagship fund bought Tesla stock again on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1191430808","media":"老虎资讯综合","summary":"10月21日，特斯拉盘中涨超2%，“木头姐”Cathie Wood的方舟基金在周四再次买入66,190股特斯拉股票。方舟基金上一次加仓是在10月4日，当时特斯拉发布了低于预期的交付量。","content":"<p><html><head></head><body>October 21st,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose more than 2% intraday, and \"Sister Wood\" Cathie Wood's Ark Fund bought 66,190 Tesla shares again on Thursday. The last time Ark Fund increased its position was on October 4, when Tesla posted lower-than-expected deliveries.</p><p><img src=\"https://static.tigerbbs.com/7a0f15cfdf010b0c51ededb0762d9744\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></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>Tesla rose more than 2%, and the \"Sister Wood\" flagship fund bought Tesla stock again on Thursday</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\">\nTesla rose more than 2%, and the \"Sister Wood\" flagship fund bought Tesla stock again on Thursday\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\">2022-10-21 23:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>October 21st,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose more than 2% intraday, and \"Sister Wood\" Cathie Wood's Ark Fund bought 66,190 Tesla shares again on Thursday. The last time Ark Fund increased its position was on October 4, when Tesla posted lower-than-expected deliveries.</p><p><img src=\"https://static.tigerbbs.com/7a0f15cfdf010b0c51ededb0762d9744\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191430808","content_text":"10月21日，特斯拉盘中涨超2%，“木头姐”Cathie Wood的方舟基金在周四再次买入66,190股特斯拉股票。方舟基金上一次加仓是在10月4日，当时特斯拉发布了低于预期的交付量。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914418592,"gmtCreate":1665356177116,"gmtModify":1676537589537,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😉","listText":"😉","text":"😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914418592","repostId":"2274373217","repostType":4,"repost":{"id":"2274373217","kind":"highlight","pubTimestamp":1665298374,"share":"https://ttm.financial/m/news/2274373217?lang=en_US&edition=fundamental","pubTime":"2022-10-09 14:52","market":"us","language":"zh","title":"The quality control of the \"new forces\" in the United States is too poor? Rivian Recalls Almost Every Car It Sold","url":"https://stock-news.laohu8.com/highlight/detail?id=2274373217","media":"华尔街见闻","summary":"Rivian 表示，这一安全隐患可能导致车轮过度外倾甚至倾斜，在一些极端情况下还会导致车轮与汽车分离，影响司机操控汽车。","content":"<p><html><head></head><body>Rivian recalled nearly all of its manufactured vehicles due to safety hazards from loose parts. On Saturday, October 8, local time, American electric vehicle manufacturer Rivian issued a notice saying that a fastener connecting the control arm and steering knuckle on its vehicle may be improperly installed. This problem may cause the wheel to excessively camber or even tilt. In some extreme cases, it can also cause the wheel to separate from the car, affecting the driver's control of the car. The company decided to recall almost all of its vehicles.</p><p>According to media reports, a Rivian spokesperson said that the recall involves about 13,000 vehicles produced by the company between the end of 2021 and September 2022, and there are no known casualties related to the potential problem. Rivian Estimated,<b>Of the recalled vehicles, 1% were affected by the issue.</b></p><p>The spokesman also said that Rivian first started producing cars in September 2021 and has produced more than 15,000 cars as of the third quarter of this year. The recall involves all three models Rivian currently sells: electric pickups, SUVs, and commercial delivery vans.</p><p>Rivian sent emails about the recall to all affected customers and<b>The financial impact of the recall is expected to be negligible, and all vehicles are expected to be inspected within 30 days.</b></p><p>The recall comes at a critical time for Rivian, which is accelerating production at its plant in Illinois to meet its full-year production target of 25,000 vehicles.</p><p>While Rivian shined in its IPO last year, the situation has been tougher this year, with shortages on the supply side, especially in semiconductors, continuing to hinder its production increase and driving up costs. The company's shares are down nearly 67% this year.</p><p>Rivian's shares were mostly flat in after-hours trading after news of the recall broke late Friday. As of Friday's close, Rivian had a market cap of $33.7 billion.<img src=\"https://static.tigerbbs.com/1320cb93a709ac148d43d4a22676a498\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>In August, Rivian learned of the safety hazard and subsequently launched an investigation, according to a notice filed with the National Highway Traffic Safety Administration. As of Sept. 28, the company identified six cases of loose parts and decided to recall the vehicles.</p><p>Rivian CEO RJ Scaringe reminded customers in a letter to stop driving their vehicles if they encounter any steering problems. \"It is important not to downplay the potential risks and why we voluntarily conducted the recall.\"</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 quality control of the \"new forces\" in the United States is too poor? Rivian Recalls Almost Every Car It Sold</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 quality control of the \"new forces\" in the United States is too poor? Rivian Recalls Almost Every Car It Sold\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\">2022-10-09 14:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Rivian recalled nearly all of its manufactured vehicles due to safety hazards from loose parts. On Saturday, October 8, local time, American electric vehicle manufacturer Rivian issued a notice saying that a fastener connecting the control arm and steering knuckle on its vehicle may be improperly installed. This problem may cause the wheel to excessively camber or even tilt. In some extreme cases, it can also cause the wheel to separate from the car, affecting the driver's control of the car. The company decided to recall almost all of its vehicles.</p><p>According to media reports, a Rivian spokesperson said that the recall involves about 13,000 vehicles produced by the company between the end of 2021 and September 2022, and there are no known casualties related to the potential problem. Rivian Estimated,<b>Of the recalled vehicles, 1% were affected by the issue.</b></p><p>The spokesman also said that Rivian first started producing cars in September 2021 and has produced more than 15,000 cars as of the third quarter of this year. The recall involves all three models Rivian currently sells: electric pickups, SUVs, and commercial delivery vans.</p><p>Rivian sent emails about the recall to all affected customers and<b>The financial impact of the recall is expected to be negligible, and all vehicles are expected to be inspected within 30 days.</b></p><p>The recall comes at a critical time for Rivian, which is accelerating production at its plant in Illinois to meet its full-year production target of 25,000 vehicles.</p><p>While Rivian shined in its IPO last year, the situation has been tougher this year, with shortages on the supply side, especially in semiconductors, continuing to hinder its production increase and driving up costs. The company's shares are down nearly 67% this year.</p><p>Rivian's shares were mostly flat in after-hours trading after news of the recall broke late Friday. As of Friday's close, Rivian had a market cap of $33.7 billion.<img src=\"https://static.tigerbbs.com/1320cb93a709ac148d43d4a22676a498\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>In August, Rivian learned of the safety hazard and subsequently launched an investigation, according to a notice filed with the National Highway Traffic Safety Administration. As of Sept. 28, the company identified six cases of loose parts and decided to recall the vehicles.</p><p>Rivian CEO RJ Scaringe reminded customers in a letter to stop driving their vehicles if they encounter any steering problems. \"It is important not to downplay the potential risks and why we voluntarily conducted the recall.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3671902\">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/fbe1978aa2a9f9f30678043cc1967d5f","relate_stocks":{"BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4099":"汽车制造商"},"source_url":"https://wallstreetcn.com/articles/3671902","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274373217","content_text":"由于零部件松动带来的安全隐患，Rivian 召回了几乎所有生产的车辆。当地时间10月8日周六，美国电动车制造商 Rivian 发布通知称，连接其车辆上控制臂和转向节的一个紧固件可能安装不当，这一问题可能导致车轮过度外倾甚至倾斜，在一些极端情况下还会导致车轮与汽车分离，影响司机操控汽车。该公司决定召回几乎所有的车辆。据媒体报道，Rivian 的一名发言人表示，此次召回涉及该公司在2021年底至2022年9月期间生产的约1.3万辆汽车，目前还没有已知与该潜在问题有关的人员伤亡。Rivian 估计，在被召回的车辆中，有1%的车辆受到该问题的影响。发言人还称，Rivian 于2021年9月首次开始生产汽车，截至今年第三季度共生产了1.5万多辆汽车。此次召回涉及 Rivian 目前销售的所有三款车型：电动皮卡、SUV和商用送货货车。Rivian 向所有受影响的客户发送了关于召回的电子邮件，并预计召回的财务影响可以忽略不计，并希望在30天内对所有车辆进行检查。此次召回发生在 Rivian 的关键时刻，该公司为了实现2.5万辆的全年生产目标，正在加快其位于伊利诺伊州工厂的生产。尽管 Rivian 去年在IPO中大放异彩，但今年的形势更为艰难，供应方面尤其是半导体的短缺继续阻碍其增产，并推高了成本。该公司股价今年以来下跌了近67%。在周五晚些时候传出召回消息后，Rivian 的股价在盘后交易中基本持平。截至周五收盘，Rivian的市值为337亿美元。根据提交给美国国家公路交通安全管理局的一份通知，今年8月，Rivian 得知了这一安全隐患并随后展开了调查。截至9月28日，该公司发现了6起零部件松动的案例，并决定召回这些车辆。Rivian 首席执行官 RJ Scaringe 一封信中提醒客户，如果遇到任何转向问题请停止驾驶车辆，“重要的是不要淡化潜在风险，以及为什么我们自愿进行召回”。","news_type":1,"symbols_score_info":{"RIVN":1}},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030322314,"gmtCreate":1645651634858,"gmtModify":1676534048085,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030322314","repostId":"1129874331","repostType":4,"repost":{"id":"1129874331","kind":"news","pubTimestamp":1645630215,"share":"https://ttm.financial/m/news/1129874331?lang=en_US&edition=fundamental","pubTime":"2022-02-23 23:30","market":"us","language":"zh","title":"How big is the impact of Biden's sanctions on Russian sovereign bonds?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129874331","media":"金十数据","summary":"对俄罗斯来说，短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到，即使乌克兰危机升级后俄罗斯国债已大幅下跌，但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获","content":"<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors realize that even if Russia's Treasury Bond have fallen sharply after the escalation of the Ukrainian crisis, they may still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not greatly limit Russia's access to funding, its actions on Tuesday were a warning. Investors remain wary of potentially more sanctions, moves that could affect more Russian banks and even limit the ability of the Russian ruble to convert into foreign currencies.</p><p>Under the sanctions, many U.S.-linked investors will not be able to buy any Russian sovereign bonds newly issued after March 1 in the secondary market, having previously been restricted from purchasing these bonds in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a ripple effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the International Finance Association, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, along with other actions by European countries, could hamper Russia's economic growth.\" Russian asset prices suffered heavy losses</p><p>With the escalation of the crisis in Ukraine, European and American sanctions and possible further measures have increased the pressure on Russian assets, and Russian asset prices have dropped sharply.</p><p>Credit default swap data shows that the cost of insuring Russian debt has soared to about 342 basis points, from just over 100 basis points in mid-December last year. Popular ETFs that invest in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF recording its biggest drop since COVID-19 pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% so far this year, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. government official told reporters that the sanctions imposed on Russia's sovereign debt mainly target the primary market, which is key to the country's fundraising. According to the official, very similar measures have been implemented in Europe. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>According to data from the U.S. Treasury Department, as of December last year, the size of Russian long-term bonds held by U.S. residents was about $14 billion, slightly higher than Turkish bonds, but less than half of Norwegian bonds held by the United States.</p><p>On Tuesday, Russia's eurobonds due 2028 fell 3.7 cents to 136 cents of the dollar face value, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Index, the additional yield of Russian sovereign debt relative to U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department has warned that sanctions on Russia's sovereign debt market will lead to the risk of global financial turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings that investors saw the sanctions as just a bluff. Guido Chamorro, director of Pictet Asset Management in London, believes that although the sanctions mean Russia will be unable to borrow from abroad for some time, Russia can perfectly \"get by\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low foreign debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He believes:</p><p>\"If the sanctions stop here, then we may not see much additional sell order, because the price has been adjusted. However, if the situation escalates further, leading to more and tougher sanctions, then everything is over. From eurobonds to the ruble, tougher sanctions may lead to a bigger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because if necessary, we can choose to sell or increase our positions. These are not severe sanctions, obviously they are intentional.\" Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion of emerging market debt, wrote:</p><p>\"While this makes it more difficult for Russia to issue foreign debt, they really don't need it. If sanctions increase in the future (such as involving more Russian banks), it may make it more difficult for local banks to repay their debt.\" Emso Asset Management Jens Nystedt, senior asset manager at the company, said:</p><p>\"I think this is only the first round of sanctions, and the United States and Europe will keep a hand depending on the development of the situation.\"</body></html></p>","source":"jssj","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>How big is the impact of Biden's sanctions on Russian sovereign bonds?</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\">\nHow big is the impact of Biden's sanctions on Russian sovereign bonds?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2022-02-23 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors realize that even if Russia's Treasury Bond have fallen sharply after the escalation of the Ukrainian crisis, they may still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not greatly limit Russia's access to funding, its actions on Tuesday were a warning. Investors remain wary of potentially more sanctions, moves that could affect more Russian banks and even limit the ability of the Russian ruble to convert into foreign currencies.</p><p>Under the sanctions, many U.S.-linked investors will not be able to buy any Russian sovereign bonds newly issued after March 1 in the secondary market, having previously been restricted from purchasing these bonds in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a ripple effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the International Finance Association, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, along with other actions by European countries, could hamper Russia's economic growth.\" Russian asset prices suffered heavy losses</p><p>With the escalation of the crisis in Ukraine, European and American sanctions and possible further measures have increased the pressure on Russian assets, and Russian asset prices have dropped sharply.</p><p>Credit default swap data shows that the cost of insuring Russian debt has soared to about 342 basis points, from just over 100 basis points in mid-December last year. Popular ETFs that invest in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF recording its biggest drop since COVID-19 pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% so far this year, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. government official told reporters that the sanctions imposed on Russia's sovereign debt mainly target the primary market, which is key to the country's fundraising. According to the official, very similar measures have been implemented in Europe. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>According to data from the U.S. Treasury Department, as of December last year, the size of Russian long-term bonds held by U.S. residents was about $14 billion, slightly higher than Turkish bonds, but less than half of Norwegian bonds held by the United States.</p><p>On Tuesday, Russia's eurobonds due 2028 fell 3.7 cents to 136 cents of the dollar face value, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Index, the additional yield of Russian sovereign debt relative to U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department has warned that sanctions on Russia's sovereign debt market will lead to the risk of global financial turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings that investors saw the sanctions as just a bluff. Guido Chamorro, director of Pictet Asset Management in London, believes that although the sanctions mean Russia will be unable to borrow from abroad for some time, Russia can perfectly \"get by\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low foreign debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He believes:</p><p>\"If the sanctions stop here, then we may not see much additional sell order, because the price has been adjusted. However, if the situation escalates further, leading to more and tougher sanctions, then everything is over. From eurobonds to the ruble, tougher sanctions may lead to a bigger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because if necessary, we can choose to sell or increase our positions. These are not severe sanctions, obviously they are intentional.\" Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion of emerging market debt, wrote:</p><p>\"While this makes it more difficult for Russia to issue foreign debt, they really don't need it. If sanctions increase in the future (such as involving more Russian banks), it may make it more difficult for local banks to repay their debt.\" Emso Asset Management Jens Nystedt, senior asset manager at the company, said:</p><p>\"I think this is only the first round of sanctions, and the United States and Europe will keep a hand depending on the development of the situation.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/90384\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b723feb7135a01ca53f3c6edab4b9665","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/90384","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129874331","content_text":"对俄罗斯来说，短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到，即使乌克兰危机升级后俄罗斯国债已大幅下跌，但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获得资金，但其周二的行动是一个警告。投资者仍对潜在的更多制裁保持警惕，这些举措可能会影响更多的俄罗斯银行，甚至会限制俄罗斯卢布兑换成外币的能力。根据制裁，许多与美国相关的投资者将不能在二级市场购买3月1日之后新发行的任何俄罗斯主权债券，此前他们已被限制在一级市场购买这些债券。一级市场似乎是制裁的主要目标，但随着俄罗斯考虑再融资活动，这可能就会对其现有债务和未来的潜在风险产生连锁反应。国际金融协会执行副会长Clay Lowery称：“短期内，这不大可能影响俄罗斯经济。但从长远来看，这一举措加上欧洲国家的其他行动，可能会阻碍俄罗斯的经济增长。”俄罗斯资产价格遭受重挫随着乌克兰危机的升级，欧美的制裁以及可能进一步采取的措施，增加了俄罗斯资产面临的压力，俄罗斯的资产价格已经急剧下降。信用违约互换数据显示，俄罗斯债务保险的成本已飙升至约342个基点，去年12月中旬时仅略高于100个基点。周二，投资俄罗斯大型股票的热门ETF也出现抛售，市值达14亿美元的VanEck俄罗斯ETF创下了自2020年3月新冠疫情冲击全球市场以来的最大跌幅。与此同时，卢布今年迄今已下跌逾5%，是全球表现最差的主要货币。美国政府一名高级官员对记者表示，对俄罗斯主权债务实施的制裁主要针对一级市场，而一级市场是国家筹集资金的关键。据这位官员称，欧洲已经实施了非常类似的措施。日本首相岸田文雄周三也表示，他将禁止在日本发行和出售新的俄罗斯政府债券。美国财政部数据显示，截至去年12月，美国居民持有的俄罗斯长期债券规模约为140亿美元，略高于土耳其债券，但不到美国所持挪威债券的一半。周二，受美国制裁措施影响，俄罗斯2028年到期的欧元债券下跌3.7美分，至1美元面值的136美分，为2015年以来的最低水平。根据摩根大通的指数，俄罗斯主权债务相对于美国国债的额外收益率在周二上升了50个基点，至330个基点。投资者权衡制裁的影响美国财政部曾警告称，制裁俄罗斯主权债务市场将导致全球金融面临动荡的风险。现在，投资者正在权衡进一步制裁的可能性，以及这些制裁将如何在市场上表现出来。周三俄罗斯股市的反弹也突显出投资者认为制裁只是虚张声势的警告。Pictet Asset Management驻伦敦的主管Guido Chamorro认为，尽管制裁意味着俄罗斯将在一段时间内无法从国外借款，但俄罗斯完全可以在没有外国资金的情况下“过日子”。在他看来，国际收支双顺差、较低的外债水平和较高的外汇储备意味着俄罗斯相对能够自给自足。他认为：“如果制裁到此为止，那么我们可能不会看到太多额外的卖盘，因价格已经调整完毕。但是，如果局势进一步升级，导致更多更严厉的制裁，那么一切都完了。从欧元债券到卢布，更严厉的制裁可能导致俄罗斯所有资产出现更大的下行趋势。Brandywine Global Investment Management投资组合经理Jack McIntyre表示：“只要不包括现有的俄罗斯债务，市场就会好起来的。因为在必要情况下，我们可以选择出售或增持头寸。这些不是严厉的制裁，显然这是有意为之。”管理着720亿美元的新兴市场债务的PGIM Fixed Income的主管Cathy Hepworth写道:“虽然这让俄罗斯发行外债变得更加困难，但他们真的不需要。如果今后制裁力度加大（比如涉及到更多的俄罗斯银行），这可能会让当地银行更难偿还债务。”Emso资产管理公司高级资产经理Jens Nystedt表示:“我认为这只是第一轮制裁，美国和欧洲将根据事态的发展留一手。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096843031,"gmtCreate":1644365577740,"gmtModify":1676533917127,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096843031","repostId":"2210389755","repostType":4,"isVote":1,"tweetType":1,"viewCount":1300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}