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2022-08-08

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This week's preview | How is U.S. inflation in July? Many Fed officials spoke out intensively

2022-10-01

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Opening | open low for the three major U.S. stock indexes, Nike fell 13%

2023-02-27

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2022-10-17

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The UK's "playing with fire drama" is coming to an end: the new finance minister and the central bank join forces, and Truss "steps aside"

2022-10-01

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2022-09-24

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Before the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines

2022-07-26

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2022-12-07

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Large option order | The "opportunity" to fall out? Call options "bargain-hunting" SAIFTSE and Amazon!

2022-10-18

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UK tax cuts make a U-turn!

2023-01-10

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Last night and this morning | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%

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Tesla Rebounds Nearly 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154954789","media":"老虎资讯综合","summary":"摘要：①美联储官员再泼冷水，美股跳水道指跌0.34%，特斯拉反弹近6%；②欧美天然气大涨，美气一度涨超11%，黄金创八个月新高；③苹果计划到2025年放弃博通芯片。海外行情1、美联储官员再泼冷水美股冲","content":"<p><html><head></head><body>Summary: ① Federal Reserve officials poured cold water again, and U.S. stocks plunged and the Dow Jones Industrial Average fell 0.34%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rebounded nearly 6%; ② Natural gas in Europe and America rose sharply, American gas once rose by more than 11%, and gold hit an eight-month high; ③<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to abandon by 2025<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>Chip.<img src=\"https://static.tigerbbs.com/e82070f90823ecf95462a82588de9fca\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. Federal Reserve officials poured cold water on U.S. stocks after rising and falling back, only the Nasdaq closed up, Tesla rose nearly 6%</p><p>On Monday, January 9, the market continued to digest the signs of inflation peaking and cooling shown by U.S. December non-farm payrolls last Friday, and risk appetite rebounded. U.S. stocks opened higher and moved higher at the beginning of the session, but after two Federal Reserve officials successively stated that the benchmark interest rate may exceed 5%, the increase narrowed significantly. This trend accelerated in late trading, and the Dow and S&P finally turned lower. As of the close, the Nasdaq index rose 0.63%, the S&P 500 index fell 0.08%, and the Dow Jones index fell 0.34%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up more than 1%, Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Small rise;<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, Meta fell slightly. Tesla rose nearly 6%. Company representatives said that Tesla offered discounts of up to S $10,000 to buyers who exchanged fuel vehicles for new cars in Singapore. Lululemon lowered its gross profit margin forecast for the fourth quarter, and its stock price fell nearly 10%.</p><p>2. Popular Chinese concept stocks are mixed<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 3%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.72%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Alibaba rose more than 3%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>, Weibo rose more than 2%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 5%,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Fell more than 3%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Slight decline.</p><p>3. Major European stock indexes rose collectively, and the German DAX30 index rose 1.25%</p><p>Major European stock indexes closed collectively higher on Monday, with Germany's DAX30 index rising 1.25%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.68%, and the European Stoxx 50 index rose 1.26%.</p><p>4. Oil prices narrowed significantly in late trading. U.S. oil once rose 4% during the session. European and American natural gas rose sharply</p><p>WTI February crude oil futures closed up US $0.86, or 1.16%, at US $74.63 per barrel, with an intraday maximum of nearly US $3, and once rose above US $76, the highest since January 4. Brent March futures closed up $1.08, or 1.37%, at $79.65 per barrel, with an intraday maximum increase of $2.79 or 3.6%. They once rose above $81 and recovered more than half of the decline since January 4.</p><p>European benchmark TTF Dutch natural gas futures rose more than 7% in late trading, near a daily high of 75.5 euros/MWh. ICE British Gas rose more than 10%, setting a new daily high of 188.5 p/kcal. NYMEX U.S. February natural gas futures rose by more than 11% intraday, once rising above $4, and finally closed up 5.39% at $3.9100 per million British thermal units.</p><p>5. New York gold futures closed up 0.4% on Monday, hitting a new high since early</p><p>On Monday, gold futures for February delivery rose $8.10, or 0.4%, to settle at $1,877.80 an ounce on the New York Mercantile Exchange. Based on the most active contract, the futures hit a new closing high since May 6.</p><p>Macro News</p><p>1. Fed Daly: Inflation is more persistent than expected, and interest rate peaks above 5% are reasonable</p><p>On Monday Eastern Time, San Francisco Fed President Daly said in an interview with the Wall Street Journal that Fed policymakers agree that inflation is more persistent than expected and may need to raise interest rates above 5% and remain high for some time..</p><p>Daly believes that the peak interest rate of 5%-5.25% is reasonable, but the final interest rate level is still unclear and will depend on future inflation data.</p><p>2. The latest survey from the New York Fed: Consumers expect U.S. inflation to continue to slow next year</p><p>U.S. consumers expect short-term inflationary pressures to continue to weaken, while they expect to significantly reduce spending, although they expect income to continue to grow, consumer survey data released by the New York Fed on Monday Eastern Time showed.</p><p>The survey, conducted in December last year, showed that respondents expect inflation to fall to 5% in a year, down 0.2% month-on-month from November and the lowest level since July 2021. Federal Reserve officials believe that the public's expectations for the future direction of price pressures have a great impact on the current trend of price pressures.</p><p>3. One month after the price ceiling was implemented, the price of Russia's flagship crude oil is less than half of the international oil price</p><p>A month after the West imposed a price cap on Russian crude oil, Russia's flagship crude oil is selling for less than half the international oil price, well below the cap set by the Group of Seven (G7).</p><p>In order to limit Russia's revenue from oil, the G7, the European Union and Australia decided to cap the price of Russian seaborne oil at US $60 per barrel from December 5, 2022. Also in effect are the EU's restrictions on Russian oil. The EU officially banned the import of Russian crude oil on December 5 last year.</p><p>According to data from Argus Media, an independent energy quotation and market analysis agency, the price of Russian Urals crude oil at Primorsk port in the Baltic Sea last Friday was US $37.80 per barrel, while the closing price of Brent, the global benchmark crude oil, was US $78.57 per barrel that day.</p><p>4. The Swiss National Bank, which bought the world to suppress the strength of its local currency, suffered a record loss of US $143 billion last year</p><p>On Monday local time, the Swiss National Bank announced on its official website that according to preliminary calculations, the bank will record a huge loss of 132 billion Swiss francs (approximately US $143 billion) in 2022. The figure released on Monday is also the biggest annual loss of the bank since its establishment in 1906. Compared with the previous record (loss of 23 billion Swiss francs in 2015), it is not worth mentioning. The Swiss National Bank recorded a total profit of 26 billion Swiss francs in 2021.</p><p>It is not difficult to see from the few lines of announcements that the huge losses of the Swiss National Bank are related to the huge earthquake in the global financial market in 2022. Of all the 132 billion Swiss francs losses, 131 billion came from foreign bonds and stocks on hand by the Swiss National Bank, and another 1 billion came from local asset positions. The only target that the Swiss National Bank made a profit last year was thousands of tons of gold on hand, with a net increase of 400 million Swiss francs in value.</p><p>5. The German Finance Minister was questioned about concealing political and business relations. Berlin prosecutors launched an assessment of the investigation</p><p>In recent days, German Finance Minister Christian Lindner has once again become the focus of German public opinion: he was criticized for recording an anniversary celebration speech to the bank that provided him with loans and failing to disclose his interests. The prosecution also said on Monday that it would conduct a procedural evaluation.</p><p>Different from the Merkel period, the current German Scholz government is actually jointly formed by the German Social Democratic Party, the Green Party and the Liberal Democratic Party. Lindner himself has been the leader of the Liberal Democratic Party for the past ten years.</p><p>The situation between Russia and Ukraine</p><p>1. German government spokesperson: Germany currently has no intention of providing \"Leopard 2\" tanks to Ukraine</p><p>German federal government spokesman Heberstreiter said on the 9th local time that despite recent pressure from some politicians of the Green Party and the Liberal Democratic Party, the federal government \"currently has no intention of providing 'Leopard 2' main battle tanks to Ukraine.\" Heberstreiter said that Germany still hopes that the Russia-Ukraine conflict can end as soon as possible. He also denied that Germany's provision of \"Weasel\" infantry fighting vehicles and \"Patriot\" air defense systems to Ukraine would lead to an escalation of the conflict.</p><p>2. Western military assistance to Ukraine continues to increase: Britain and Germany are considering providing main battle tanks</p><p>According to British media reports on Monday (January 9), the United Kingdom has considered the possibility of providing British Army Challenger 2 main station tanks to Ukraine for the first time since the outbreak of the Russia-Ukraine conflict. Sources pointed out that the UK may provide Ukraine with about 10 Challenger 2 tanks. Negotiations have been going on for several weeks and no final decision has been made so far.</p><p>3. Russia claims to have destroyed Ukrainian equipment. Ukraine claims to attack areas where Russian personnel are concentrated</p><p>The Russian Ministry of Defense announced on the 9th local time that the Russian army destroyed Ukrainian military equipment in Kupyansk and other places. The Ukrainian side stated that the Ukrainian army attacked multiple areas where Russian personnel were concentrated.</p><p>Company News</p><p>1. Apple plans to give up by 2025<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Chip</p><p>Apple plans to give up using chips from Broadcom Corporation in the United States by 2025 and switch to self-developed chips. Apple is trying to integrate modems, WiFi chips, Bluetooth and other components, hoping to start replacing them as soon as 2024<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Modem chip.</p><p>2. Moderna is considering setting the commercial selling price of its COVID-19 vaccine at $130 much higher than the U.S. purchase price</p><p>Moderna said the company is considering setting its COVID-19 vaccine price in the U.S. at between $110 and $130 per dose, when the company will shift from government contract distribution to commercial distribution. This price range is comparable to<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>COVID-19 vaccine, which said in October last year it was considering developing in cooperation with BioNTech, has a similar price range. The commercial price of the vaccine will be significantly higher than the cost per dose in Moderna's supply contract with the U.S. federal government.</p><p>3、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Require employees to work at the company four days a week</p><p>Disney CEO Robert Iger on Monday told employees with a hybrid work model that they must return to the company's office four days a week starting March 1. Iger wrote: \"In the past few months, I have been meeting with teams across the company, which reminds me of the great value of working with colleagues. As you have heard me say many times, creativity is the core and soul of us and everything we do at Disney. And in a creative enterprise like ours, nothing can replace the ability to connect, observe and create with colleagues. This ability comes from the actual process of getting along, and nothing can replace the opportunity to develop professionally by learning from leaders and mentors.\"</p><p>4. Bilibili: Entered into an equity underwriting and bill exchange agreement with the underwriter. The company agreed to issue 15.344 million American depositary shares</p><p>Bilibili announced on the Hong Kong Stock Exchange that the company entered into an equity underwriting and bill exchange agreement with the underwriter, pursuant to which the company agreed to issue 15.344 million American depositary shares in partial exchange for the underwriters and their applicable affiliates. The person will purchase outstanding December 2026 notes with a total principal amount of US $385 million from certain noteholders through private negotiations. On January 9, 2023, the Company submitted a registration suspension statement on Form F-3 and a preliminary prospectus supplement to the SEC in connection with the underwriter's offering and sale of 15.344 million American Depositary Shares at the Offer Price. It is expected that these ADSs will be placed to not less than six placees. The offer price is US $26.65 per American depositary share, and the net proceeds will be approximately US $397 million, assuming all the American depositary shares to be offered are fully subscribed.</p><p>5、<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Sales volume will continue to set a century-old record in 2022, and customized services push users to pay with pride</p><p>Under the German BMW Group<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>Automobile brand<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>(Rolls-Royce) announced on Monday that sales data in 2022 continues to set records since the company was founded, while customized services provided to customers have also raised the average unit price per vehicle to unprecedented heights.</p><p>From the data point of view, Rolls-Royce delivered a total of 6,021 vehicles last year, an increase of 8% from 5,586 vehicles in 2021. Although sales in mainland China and Hong Kong experienced a \"single-digit percentage\" decline, rising demand in North America still pushed the century-old automobile brand to break the delivery record. From a regional perspective, the Americas accounted for one-third of the overall sales, while China and Europe accounted for one-quarter and one-fifth respectively.</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 | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-10 07:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① Federal Reserve officials poured cold water again, and U.S. stocks plunged and the Dow Jones Industrial Average fell 0.34%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rebounded nearly 6%; ② Natural gas in Europe and America rose sharply, American gas once rose by more than 11%, and gold hit an eight-month high; ③<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to abandon by 2025<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>Chip.<img src=\"https://static.tigerbbs.com/e82070f90823ecf95462a82588de9fca\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. Federal Reserve officials poured cold water on U.S. stocks after rising and falling back, only the Nasdaq closed up, Tesla rose nearly 6%</p><p>On Monday, January 9, the market continued to digest the signs of inflation peaking and cooling shown by U.S. December non-farm payrolls last Friday, and risk appetite rebounded. U.S. stocks opened higher and moved higher at the beginning of the session, but after two Federal Reserve officials successively stated that the benchmark interest rate may exceed 5%, the increase narrowed significantly. This trend accelerated in late trading, and the Dow and S&P finally turned lower. As of the close, the Nasdaq index rose 0.63%, the S&P 500 index fell 0.08%, and the Dow Jones index fell 0.34%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up more than 1%, Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Small rise;<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, Meta fell slightly. Tesla rose nearly 6%. Company representatives said that Tesla offered discounts of up to S $10,000 to buyers who exchanged fuel vehicles for new cars in Singapore. Lululemon lowered its gross profit margin forecast for the fourth quarter, and its stock price fell nearly 10%.</p><p>2. Popular Chinese concept stocks are mixed<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 3%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.72%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Alibaba rose more than 3%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>, Weibo rose more than 2%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 5%,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Fell more than 3%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Slight decline.</p><p>3. Major European stock indexes rose collectively, and the German DAX30 index rose 1.25%</p><p>Major European stock indexes closed collectively higher on Monday, with Germany's DAX30 index rising 1.25%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.68%, and the European Stoxx 50 index rose 1.26%.</p><p>4. Oil prices narrowed significantly in late trading. U.S. oil once rose 4% during the session. European and American natural gas rose sharply</p><p>WTI February crude oil futures closed up US $0.86, or 1.16%, at US $74.63 per barrel, with an intraday maximum of nearly US $3, and once rose above US $76, the highest since January 4. Brent March futures closed up $1.08, or 1.37%, at $79.65 per barrel, with an intraday maximum increase of $2.79 or 3.6%. They once rose above $81 and recovered more than half of the decline since January 4.</p><p>European benchmark TTF Dutch natural gas futures rose more than 7% in late trading, near a daily high of 75.5 euros/MWh. ICE British Gas rose more than 10%, setting a new daily high of 188.5 p/kcal. NYMEX U.S. February natural gas futures rose by more than 11% intraday, once rising above $4, and finally closed up 5.39% at $3.9100 per million British thermal units.</p><p>5. New York gold futures closed up 0.4% on Monday, hitting a new high since early</p><p>On Monday, gold futures for February delivery rose $8.10, or 0.4%, to settle at $1,877.80 an ounce on the New York Mercantile Exchange. Based on the most active contract, the futures hit a new closing high since May 6.</p><p>Macro News</p><p>1. Fed Daly: Inflation is more persistent than expected, and interest rate peaks above 5% are reasonable</p><p>On Monday Eastern Time, San Francisco Fed President Daly said in an interview with the Wall Street Journal that Fed policymakers agree that inflation is more persistent than expected and may need to raise interest rates above 5% and remain high for some time..</p><p>Daly believes that the peak interest rate of 5%-5.25% is reasonable, but the final interest rate level is still unclear and will depend on future inflation data.</p><p>2. The latest survey from the New York Fed: Consumers expect U.S. inflation to continue to slow next year</p><p>U.S. consumers expect short-term inflationary pressures to continue to weaken, while they expect to significantly reduce spending, although they expect income to continue to grow, consumer survey data released by the New York Fed on Monday Eastern Time showed.</p><p>The survey, conducted in December last year, showed that respondents expect inflation to fall to 5% in a year, down 0.2% month-on-month from November and the lowest level since July 2021. Federal Reserve officials believe that the public's expectations for the future direction of price pressures have a great impact on the current trend of price pressures.</p><p>3. One month after the price ceiling was implemented, the price of Russia's flagship crude oil is less than half of the international oil price</p><p>A month after the West imposed a price cap on Russian crude oil, Russia's flagship crude oil is selling for less than half the international oil price, well below the cap set by the Group of Seven (G7).</p><p>In order to limit Russia's revenue from oil, the G7, the European Union and Australia decided to cap the price of Russian seaborne oil at US $60 per barrel from December 5, 2022. Also in effect are the EU's restrictions on Russian oil. The EU officially banned the import of Russian crude oil on December 5 last year.</p><p>According to data from Argus Media, an independent energy quotation and market analysis agency, the price of Russian Urals crude oil at Primorsk port in the Baltic Sea last Friday was US $37.80 per barrel, while the closing price of Brent, the global benchmark crude oil, was US $78.57 per barrel that day.</p><p>4. The Swiss National Bank, which bought the world to suppress the strength of its local currency, suffered a record loss of US $143 billion last year</p><p>On Monday local time, the Swiss National Bank announced on its official website that according to preliminary calculations, the bank will record a huge loss of 132 billion Swiss francs (approximately US $143 billion) in 2022. The figure released on Monday is also the biggest annual loss of the bank since its establishment in 1906. Compared with the previous record (loss of 23 billion Swiss francs in 2015), it is not worth mentioning. The Swiss National Bank recorded a total profit of 26 billion Swiss francs in 2021.</p><p>It is not difficult to see from the few lines of announcements that the huge losses of the Swiss National Bank are related to the huge earthquake in the global financial market in 2022. Of all the 132 billion Swiss francs losses, 131 billion came from foreign bonds and stocks on hand by the Swiss National Bank, and another 1 billion came from local asset positions. The only target that the Swiss National Bank made a profit last year was thousands of tons of gold on hand, with a net increase of 400 million Swiss francs in value.</p><p>5. The German Finance Minister was questioned about concealing political and business relations. Berlin prosecutors launched an assessment of the investigation</p><p>In recent days, German Finance Minister Christian Lindner has once again become the focus of German public opinion: he was criticized for recording an anniversary celebration speech to the bank that provided him with loans and failing to disclose his interests. The prosecution also said on Monday that it would conduct a procedural evaluation.</p><p>Different from the Merkel period, the current German Scholz government is actually jointly formed by the German Social Democratic Party, the Green Party and the Liberal Democratic Party. Lindner himself has been the leader of the Liberal Democratic Party for the past ten years.</p><p>The situation between Russia and Ukraine</p><p>1. German government spokesperson: Germany currently has no intention of providing \"Leopard 2\" tanks to Ukraine</p><p>German federal government spokesman Heberstreiter said on the 9th local time that despite recent pressure from some politicians of the Green Party and the Liberal Democratic Party, the federal government \"currently has no intention of providing 'Leopard 2' main battle tanks to Ukraine.\" Heberstreiter said that Germany still hopes that the Russia-Ukraine conflict can end as soon as possible. He also denied that Germany's provision of \"Weasel\" infantry fighting vehicles and \"Patriot\" air defense systems to Ukraine would lead to an escalation of the conflict.</p><p>2. Western military assistance to Ukraine continues to increase: Britain and Germany are considering providing main battle tanks</p><p>According to British media reports on Monday (January 9), the United Kingdom has considered the possibility of providing British Army Challenger 2 main station tanks to Ukraine for the first time since the outbreak of the Russia-Ukraine conflict. Sources pointed out that the UK may provide Ukraine with about 10 Challenger 2 tanks. Negotiations have been going on for several weeks and no final decision has been made so far.</p><p>3. Russia claims to have destroyed Ukrainian equipment. Ukraine claims to attack areas where Russian personnel are concentrated</p><p>The Russian Ministry of Defense announced on the 9th local time that the Russian army destroyed Ukrainian military equipment in Kupyansk and other places. The Ukrainian side stated that the Ukrainian army attacked multiple areas where Russian personnel were concentrated.</p><p>Company News</p><p>1. Apple plans to give up by 2025<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Chip</p><p>Apple plans to give up using chips from Broadcom Corporation in the United States by 2025 and switch to self-developed chips. Apple is trying to integrate modems, WiFi chips, Bluetooth and other components, hoping to start replacing them as soon as 2024<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Modem chip.</p><p>2. Moderna is considering setting the commercial selling price of its COVID-19 vaccine at $130 much higher than the U.S. purchase price</p><p>Moderna said the company is considering setting its COVID-19 vaccine price in the U.S. at between $110 and $130 per dose, when the company will shift from government contract distribution to commercial distribution. This price range is comparable to<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>COVID-19 vaccine, which said in October last year it was considering developing in cooperation with BioNTech, has a similar price range. The commercial price of the vaccine will be significantly higher than the cost per dose in Moderna's supply contract with the U.S. federal government.</p><p>3、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Require employees to work at the company four days a week</p><p>Disney CEO Robert Iger on Monday told employees with a hybrid work model that they must return to the company's office four days a week starting March 1. Iger wrote: \"In the past few months, I have been meeting with teams across the company, which reminds me of the great value of working with colleagues. As you have heard me say many times, creativity is the core and soul of us and everything we do at Disney. And in a creative enterprise like ours, nothing can replace the ability to connect, observe and create with colleagues. This ability comes from the actual process of getting along, and nothing can replace the opportunity to develop professionally by learning from leaders and mentors.\"</p><p>4. Bilibili: Entered into an equity underwriting and bill exchange agreement with the underwriter. The company agreed to issue 15.344 million American depositary shares</p><p>Bilibili announced on the Hong Kong Stock Exchange that the company entered into an equity underwriting and bill exchange agreement with the underwriter, pursuant to which the company agreed to issue 15.344 million American depositary shares in partial exchange for the underwriters and their applicable affiliates. The person will purchase outstanding December 2026 notes with a total principal amount of US $385 million from certain noteholders through private negotiations. On January 9, 2023, the Company submitted a registration suspension statement on Form F-3 and a preliminary prospectus supplement to the SEC in connection with the underwriter's offering and sale of 15.344 million American Depositary Shares at the Offer Price. It is expected that these ADSs will be placed to not less than six placees. The offer price is US $26.65 per American depositary share, and the net proceeds will be approximately US $397 million, assuming all the American depositary shares to be offered are fully subscribed.</p><p>5、<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Sales volume will continue to set a century-old record in 2022, and customized services push users to pay with pride</p><p>Under the German BMW Group<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>Automobile brand<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>(Rolls-Royce) announced on Monday that sales data in 2022 continues to set records since the company was founded, while customized services provided to customers have also raised the average unit price per vehicle to unprecedented heights.</p><p>From the data point of view, Rolls-Royce delivered a total of 6,021 vehicles last year, an increase of 8% from 5,586 vehicles in 2021. Although sales in mainland China and Hong Kong experienced a \"single-digit percentage\" decline, rising demand in North America still pushed the century-old automobile brand to break the delivery record. From a regional perspective, the Americas accounted for one-third of the overall sales, while China and Europe accounted for one-quarter and one-fifth respectively.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"HSI":"恒生指数",".IXIC":"NASDAQ Composite","09618":"京东集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154954789","content_text":"摘要：①美联储官员再泼冷水，美股跳水道指跌0.34%，特斯拉反弹近6%；②欧美天然气大涨，美气一度涨超11%，黄金创八个月新高；③苹果计划到2025年放弃博通芯片。海外行情1、美联储官员再泼冷水美股冲高回落仅纳指收涨特斯拉涨近6%1月9日周一，市场持续消化上周五美国12月非农就业展示的通胀触顶降温迹象，风险偏好反弹。美股盘初高开高走，但在两位美联储官员相继表示基准利率可能超过5%之后，涨幅显著收窄，尾盘这一趋势加速，道指和标普大盘最终转跌。截止收盘，纳斯达克指数涨0.63%，标普500指数跌0.08%，道琼斯指数跌0.34%。大型科技股多数上涨，亚马逊涨超1%，苹果、微软、谷歌小幅上涨；奈飞、Meta小幅下跌。特斯拉涨近6%，公司代表称，特斯拉为在新加坡以燃油车换购新车的买家提供最高1万新元的折扣。Lululemon降低四季度毛利率预期，股价大跌近10%。2、热门中概股涨跌不一阿里巴巴涨超3%热门中概股涨跌不一，纳斯达克中国金龙指数涨0.72%。理想汽车涨超5%，蔚来、阿里巴巴涨超3%，爱奇艺、微博涨超2%，百度小幅上涨。哔哩哔哩跌超5%，唯品会跌超3%，网易、小鹏汽车跌超2%，京东跌超1%，拼多多小幅下跌。3、欧洲主要股指集体上涨德国DAX30指数涨1.25%欧洲主要股指周一收盘集体上涨，德国DAX30指数涨1.25%，英国富时100指数涨0.33%，法国CAC40指数涨0.68%，欧洲斯托克50指数涨1.26%。4、油价尾盘涨幅大为收窄 美油盘中一度涨4% 欧美天然气大涨WTI 2月原油期货收涨0.86美元，涨幅1.16%，报74.63美元/桶，日内最高涨近3美元，一度升破76美元，至1月4日来最高。布伦特3月期货收涨1.08美元，涨幅1.37%，报79.65美元/桶，日内最高涨2.79美元或涨3.6%，一度升破81美元并收复1月4日来过半跌幅。欧洲基准的TTF荷兰天然气期货尾盘涨超7%，接近75.5欧元/兆瓦时的日高。ICE英国天然气涨超10%，刷新日高至188.5便士/千卡。NYMEX美国2月天然气期货盘中最高涨超11%，一度升破4美元，最终收涨5.39%，报3.9100美元/百万英热单位。5、纽约黄金期货周一收高0.4% 创5月初以来新高周一，纽约商品交易所2月交割的黄金期货价格上涨8.10美元，涨幅为0.4%，收于每盎司1877.80美元。按照最活跃合约计算，该期货创5月6日以来的收盘新高。宏观新闻1、美联储戴利：通胀比预期的更加持久 5%以上的利率峰值是合理的美东时间周一，旧金山联储主席戴利接受华尔街日报的采访中表示，美联储政策制定者一致认为，通胀比预期的更加持久，可能需要将利率上调至5%以上，并且在一段时间内维持在高位。戴利认为，5%-5.25%的利率峰值是合理的，不过最终利率水平尚不清楚，将取决于未来的通胀数据。2、纽约联储最新调查：消费者预计明年美国通胀将继续放缓纽约联储美东时间周一公布的消费者调查数据显示，美国消费者预计短期通胀压力将继续减弱，同时预计将大幅缩减支出，尽管他们预计收入将继续增长。这份在去年12月进行的调查显示，受访者预计一年后通胀将降至5%，较11月环比下降0.2%，为2021年7月以来的最低水平。美联储官员认为，公众对未来价格压力走向的预期，对当前价格压力的走势有很大影响。3、价格上限实行一月后 俄罗斯旗舰原油价格已不足国际油价一半在西方对俄罗斯原油设置价格上限一个月后，俄罗斯旗舰原油的售价不到国际油价的一半，远低于七国集团（G7）设定的上限。为了限制俄罗斯通过石油获得的收入，G7、欧盟以及澳大利亚决定，从2022年12月5日起，俄罗斯海运石油的价格上限为每桶60美元。一并生效的还有欧盟对俄罗斯石油的限制，欧盟于去年12月5日起正式禁止进口俄罗斯原油。独立能源报价及市场分析机构阿格斯(Argus Media)数据显示，上周五在波罗的海Primorsk港口，俄罗斯乌拉尔原油的价格为每桶37.80美元，而当天全球基准原油布伦特的收盘价格为每桶78.57美元。4、为压制本币走强 豪购全球的瑞士央行去年创纪录亏损1430亿美元当地时间周一，瑞士央行在官网发布公告称，根据初步计算该行在2022年录得1320亿瑞郎（约合1430亿美元）的巨额亏损。周一公布的数字也是该行自1906年创立后的最大的年度亏损，相较而言此前的纪录（2015年亏损230亿瑞郎）显得不值一提。2021年瑞士央行总共录得260亿瑞郎的盈利。从寥寥数行的公告中也不难看出，瑞士央行的巨额亏损与2022年全球金融市场的巨震有关。在所有1320亿瑞郎的亏损中，有1310亿来自于瑞士央行手头的外国债券和股票，另外还有10亿来自本土资产持仓。瑞士央行唯一在去年实现盈利的标的是手头的上千吨黄金，价值净增加4亿瑞郎。5、德国财政部长遭质疑隐瞒政商关系 柏林检方就调查启动评估德国财政部长克里斯蒂安·林德纳近几天再度成为德国舆论的焦点：他因为向给自己提供贷款的银行录制周年庆贺辞，且没有披露其中的利益关系遭到口诛笔伐，检方也在周一表示会展开程序性的评估。与默克尔时期不同，目前的德国朔尔茨政府其实是由德国社民党、绿党和自民党联合组建。而林德纳本人过去十年一直是自民党党魁。俄乌局势1、德政府发言人：德国目前无意向乌克兰提供“豹2”型坦克德国联邦政府发言人黑贝施特赖特当地时间9日表示，尽管近来绿党和自民党部分政客施加压力，但联邦政府“目前无意向乌克兰提供‘豹2’型主战坦克”。黑贝施特赖特表示，德国依然希望俄乌冲突能尽早结束，他同时否认德国向乌克兰提供“黄鼠狼”步兵战车和“爱国者”防空系统的行为会导致冲突升级。2、西方对乌军事援助继续加码：英德两国考虑提供主战坦克据英国媒体周一(1月9日)报道称，自俄乌冲突爆发以来，英国首次考虑向乌克兰提供英国陆军挑战者2主站坦克的可能性。消息人士指出，英国可能向乌克兰提供大约10辆挑战者2坦克，谈判已持续了数周，至今未做出最终决定。3、俄称摧毁乌方装备 乌称打击俄人员集中区俄罗斯国防部当地时间9日发布消息称，俄军在库皮扬斯克等地摧毁乌方军事装备。乌克兰方面表示，乌军打击多个俄方人员集中区。公司新闻1、苹果计划到2025年放弃博通芯片苹果计划在2025年前放弃使用美国博通公司的芯片，改用自研芯片。苹果正设法整合调制解调器、WiFi芯片、以及蓝牙等零部件，希望最快2024年开始替换高通调制解调器芯片。2、莫德纳考虑将其新冠疫苗的商业售价定为远高于美国采购价的130美元莫德纳表示，该公司正在考虑将其新冠疫苗在美价格定为每剂110美元至130美元之间，届时该公司将从政府合同分销转向商业分销。这一价格范围与辉瑞去年10月份表示正在考虑与BioNTech合作开发的新冠疫苗的价格范围相似。该疫苗的商业售价将大大高于莫德纳与美国联邦政府供应合同中的每剂量成本。3、迪士尼要求员工每周到公司办公四天迪士尼首席执行官罗伯特·艾格周一告诉采用混合工作模式的员工，从3月1日起，他们必须每周重返公司办公室办公四天。艾格写道：“在过去几个月里，我一直在与整个公司的团队会面，这让我想起了与同事共事的巨大价值。正如你们多次听到我说的那样，创造力是我们以及我们在迪士尼所做一切的核心和灵魂。而在像我们这样的创意企业中，没有什么可以取代与同事们建立联系、观察和创造的能力，这种能力来自于实际的相处过程，也没有什么能取代通过向领导和导师学习而获得专业发展的机会。”4、哔哩哔哩：与包销商订立股权包销及票据交换协议 公司同意发行1534.4万股美国存托股哔哩哔哩在港交所公告称，公司与包销商订立股权包销及票据交换协议，据此，本公司同意发行1534.4万股美国存托股，以部分交换包销商及其适用联属人士将透过私下商讨自若干票据持有人购买本金总额3.85亿美元的未赎回2026年12月票据。于2023年1月9日，公司就包销商以发售价发售及出售1534.4万股美国存托股向美国证交会递交表F-3的暂搁注册声明及初步招股章程补充文件。预期会将该等美国存托股配售予不少于六名承配人。发售价为每股美国存托股26.65美元，假设所有待发售的美国存托股获悉数认购，所得款项净额将约为3.97亿美元。5、劳斯莱斯2022年销量续刷百年纪录 定制服务推动用户豪气买单德国宝马集团旗下豪华汽车品牌劳斯莱斯（Rolls-Royce）周一宣布，2022年销量数据继续创下公司成立以来的纪录，同时为客户提供的定制服务也将平均每辆车的单价拉升到前所未有的高度。从数据上来看，劳斯莱斯去年总共交付了6021辆车，较2021年的5586辆提升8%。虽然中国大陆和香港的地区的销量出现了“个位数百分比”的下滑，但北美市场的需求上升依然推动百年汽车品牌打破了交付纪录。从地区来看，美洲地区占到整体销量的三分之一，中国区和欧洲区则分别为四分之一和五分之一。","news_type":1,"symbols_score_info":{".IXIC":0.9,"HSI":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":4957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953458369,"gmtCreate":1673313311651,"gmtModify":1676538816280,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953458369","repostId":"1161476758","repostType":4,"repost":{"id":"1161476758","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":1673234824,"share":"https://ttm.financial/m/news/1161476758?lang=en_US&edition=fundamental","pubTime":"2023-01-09 11:27","market":"us","language":"zh","title":"Large option orders | Total option trading volume surged! Tesla options traded more than 5.2 million contracts, a new high in nearly a year","url":"https://stock-news.laohu8.com/highlight/detail?id=1161476758","media":"老虎资讯综合","summary":"周五，期权市场总成交量49,549,732张合约，环比前一交易日增加45.17%，大幅高于90日平均成交量，其中看涨期权占52%；周五大型科技股集体反弹，同时期权成交量也出现大幅回升；特斯拉成交522","content":"<p><html><head></head><body>On Friday, the total trading volume of the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day, significantly higher than the 90-day average trading volume, of which call options accounted for 52%; Large technology stocks rebounded collectively on Friday, while options trading volume also rebounded sharply; Tesla traded 5.223 million contracts, more than twice the 90-day average trading volume, hitting a new high in the past year; Apple traded 1.805 million contracts and Amazon traded 1.508 million contracts.<b>1. Market Overview (January 6)</b></p><p>On Friday (January 6), with the release of non-agricultural data for December before the market opened, the market finally reached a consensus on the signal of slowing inflation after a short period of hesitation and fluctuation. Subsequently, the three major indexes strengthened in high spirits. The S&P 500 index rose 2.28% on Friday and 1.45% on the week; The Nasdaq index rose 2.56%, up 0.98% on the week; The Dow Jones index rose 2.13%, up 1.46% for the week.</p><p>The total trading volume of the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day (previous value of 34,131,397 contracts), which was higher than the 90-day average trading volume (39,210,781 contracts), of which call options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f516c8d38b974bdbf40df61bd2e06339\" tg-width=\"1242\" tg-height=\"2151\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International App</span></p><p><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a>It is still the first choice for investors. On Friday, 9.794 million options contracts were traded, an increase of 30.48% from the previous trading day, of which call options accounted for 44.2%;</p><p>Large technology stocks rebounded collectively on Friday, while options trading volume also rebounded sharply;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>5.223 million contracts were traded, more than twice the 90-day average trading volume, hitting a new high in the past year;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>1.805 million contracts were traded,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>1.508 million contracts were traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1fbcd3ee7c01615f27b84e5450e2c95\" tg-width=\"1445\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><span>Tesla's trading volume in the past year, data source: Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45a0d3cc5db0c485ae1e7a97cb0479be\" tg-width=\"1267\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/T\">AT&T</a>It rose for 4 consecutive trading days last week, and rose by more than 6% last week; Options traded 272,900 contracts on Friday, more than 6 times larger than the 90-day average. Among them, the trading volume of the $18 strike call option expiring on January 20, 2023 was particularly high, with a trading volume of 147,200 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c55b1ba20a9ac114277de3edcbcc118\" tg-width=\"1579\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/VZ\">Verizon</a>It had risen for six consecutive trading days before, and rose by more than 7% last week; Options traded 486,300 contracts on Friday, more than 8 times larger than the 90-day average. Among them, the trading volume of the $40 strike call option expiring on January 20, 2023 was particularly high, with a trading volume of 122,500 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca5ed7e1aeb299696e6fd319ad8fe19e\" tg-width=\"1580\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></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>Large option orders | Total option trading volume surged! Tesla options traded more than 5.2 million contracts, a new high in nearly a 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\">\nLarge option orders | Total option trading volume surged! Tesla options traded more than 5.2 million contracts, a new high in nearly a 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\">2023-01-09 11:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Friday, the total trading volume of the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day, significantly higher than the 90-day average trading volume, of which call options accounted for 52%; Large technology stocks rebounded collectively on Friday, while options trading volume also rebounded sharply; Tesla traded 5.223 million contracts, more than twice the 90-day average trading volume, hitting a new high in the past year; Apple traded 1.805 million contracts and Amazon traded 1.508 million contracts.<b>1. Market Overview (January 6)</b></p><p>On Friday (January 6), with the release of non-agricultural data for December before the market opened, the market finally reached a consensus on the signal of slowing inflation after a short period of hesitation and fluctuation. Subsequently, the three major indexes strengthened in high spirits. The S&P 500 index rose 2.28% on Friday and 1.45% on the week; The Nasdaq index rose 2.56%, up 0.98% on the week; The Dow Jones index rose 2.13%, up 1.46% for the week.</p><p>The total trading volume of the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day (previous value of 34,131,397 contracts), which was higher than the 90-day average trading volume (39,210,781 contracts), of which call options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f516c8d38b974bdbf40df61bd2e06339\" tg-width=\"1242\" tg-height=\"2151\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International App</span></p><p><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a>It is still the first choice for investors. On Friday, 9.794 million options contracts were traded, an increase of 30.48% from the previous trading day, of which call options accounted for 44.2%;</p><p>Large technology stocks rebounded collectively on Friday, while options trading volume also rebounded sharply;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>5.223 million contracts were traded, more than twice the 90-day average trading volume, hitting a new high in the past year;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>1.805 million contracts were traded,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>1.508 million contracts were traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1fbcd3ee7c01615f27b84e5450e2c95\" tg-width=\"1445\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><span>Tesla's trading volume in the past year, data source: Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45a0d3cc5db0c485ae1e7a97cb0479be\" tg-width=\"1267\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/T\">AT&T</a>It rose for 4 consecutive trading days last week, and rose by more than 6% last week; Options traded 272,900 contracts on Friday, more than 6 times larger than the 90-day average. Among them, the trading volume of the $18 strike call option expiring on January 20, 2023 was particularly high, with a trading volume of 147,200 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c55b1ba20a9ac114277de3edcbcc118\" tg-width=\"1579\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/VZ\">Verizon</a>It had risen for six consecutive trading days before, and rose by more than 7% last week; Options traded 486,300 contracts on Friday, more than 8 times larger than the 90-day average. Among them, the trading volume of the $40 strike call option expiring on January 20, 2023 was particularly high, with a trading volume of 122,500 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca5ed7e1aeb299696e6fd319ad8fe19e\" tg-width=\"1580\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"AMZN":"亚马逊","VZ":"Verizon Comms","SPY":"标普500ETF","QQQ":"纳指100ETF","T":"At&T","TSLA":"特斯拉","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161476758","content_text":"周五，期权市场总成交量49,549,732张合约，环比前一交易日增加45.17%，大幅高于90日平均成交量，其中看涨期权占52%；周五大型科技股集体反弹，同时期权成交量也出现大幅回升；特斯拉成交522.3万张合约，较90日平均成交量放大逾2倍，创近一年新高；苹果成交180.5万张合约，亚马逊成交150.8万张合约。一、市场概览 （1月6日）周五（1月6日）随着盘前12月非农数据出炉，市场经历短暂的犹豫和波动后，终于在通胀放缓的信号上达成共识。随后三大指数昂扬走强，周五标普500指数涨2.28%，周涨1.45%；纳斯达克指数涨2.56%，周涨0.98%；道琼斯指数涨2.13%，周涨1.46%。期权市场总成交量49,549,732张合约，环比前一交易日（前值34,131,397张合约）增加45.17%，高于90日平均成交量（39,210,781张合约），其中，看涨期权占52%。二、期权成交总量TOP10数据来源：老虎国际App标普指数ETF仍是投资者首选，周五期权成交979.4万张合约，较前一交易日增加30.48%，其中看涨期权占比44.2%；周五大型科技股集体反弹，同时期权成交量也出现大幅回升；特斯拉成交522.3万张合约，较90日平均成交量放大逾2倍，创近一年新高；苹果成交180.5万张合约，亚马逊成交150.8万张合约。特斯拉近一年成交量，数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon美国电话电报上周连续4个交易日上涨，上周累涨逾6%；周五期权成交27.29万张合约，较90日平均量放大逾6倍，其中2023年1月20日到期的18美元行使价看涨期权的成交量特别高，成交量为14.72万张。数据来源：Market Chameleon威瑞森此前连续六个交易日上涨，上周累涨逾7%；周五期权成交48.63万张合约，较90日平均量放大逾8倍，其中2023年1月20日到期的40美元行使价看涨期权的成交量特别高，成交量为12.25万张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"AAPL":0.9,"T":0.9,"TSLA":0.9,"VZ":0.9,"AMZN":0.9,"SPY":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":4602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953972506,"gmtCreate":1673145092605,"gmtModify":1676538792017,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953972506","repostId":"2301039786","repostType":4,"repost":{"id":"2301039786","kind":"highlight","pubTimestamp":1673066332,"share":"https://ttm.financial/m/news/2301039786?lang=en_US&edition=fundamental","pubTime":"2023-01-07 12:38","market":"hk","language":"zh","title":"Viewpoint | Jack Ma is no longer the actual controller of Ant Group, and his voting rights have been reduced from 53.46% to 6.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2301039786","media":"贝壳财经","summary":"相关阅读：解读 | 蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进","content":"<p><div>Related reading: Interpretation | Ant Group makes a big move again, and Jack Ma withdraws from the position of actual controller! On January 7, the \"Ant Group's Announcement on Continuous Improvement of Corporate Governance\" was released. The core content of this \"Announcement\" is that the major shareholders and related beneficiaries of Ant Group intend to adjust the upper structure of Ant Group's shareholders. The core of this adjustment is the change in the voting rights of the major shareholders of Ant Group, from Jack Ma and his concerted actions People jointly exercise share voting rights, and 10 natural persons including Ant Group management, employee representatives and founder Jack Ma independently exercise share voting rights. After this adjustment is completed,...</p><p><a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">Web link</a></div></p>","source":"lsy1596160878356","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>Viewpoint | Jack Ma is no longer the actual controller of Ant Group, and his voting rights have been reduced from 53.46% to 6.2%</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\">\nViewpoint | Jack Ma is no longer the actual controller of Ant Group, and his voting rights have been reduced from 53.46% to 6.2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">贝壳财经</strong><span class=\"h-time small\">2023-01-07 12:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Related reading: Interpretation | Ant Group makes a big move again, and Jack Ma withdraws from the position of actual controller! On January 7, the \"Ant Group's Announcement on Continuous Improvement of Corporate Governance\" was released. The core content of this \"Announcement\" is that the major shareholders and related beneficiaries of Ant Group intend to adjust the upper structure of Ant Group's shareholders. The core of this adjustment is the change in the voting rights of the major shareholders of Ant Group, from Jack Ma and his concerted actions People jointly exercise share voting rights, and 10 natural persons including Ant Group management, employee representatives and founder Jack Ma independently exercise share voting rights. After this adjustment is completed,...</p><p><a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">贝壳财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71ccb69503492bd4c5be415f2c88879c","relate_stocks":{"LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","BK1588":"回港中概股","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BABA":"阿里巴巴","BK4524":"宅经济概念","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK4581":"高盛持仓","BK1584":"蚂蚁金服概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) 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蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进行调整，本次调整的核心是蚂蚁集团主要股东投票权的变化，从马云及其一致行动人共同行使股份表决权，到包括蚂蚁集团管理层、员工代表和创始人马云在内的10名自然人分别独立行使股份表决权。本次调整完成后，蚂蚁集团包括杭州君瀚和杭州君澳在内的各主要股东彼此独立行使所持有的蚂蚁集团股份表决权且无一致行动关系，各股东未单独或共同在蚂蚁集团股东大会层面形成控制，也不存在任何股东所提名的董事人数超过全体董事半数的情形。因此，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形。推动股东投票权与经济利益更相匹配。01、蚂蚁集团股东上层结构调整，股东投票权与经济利益更匹配具体如何调整？本次调整前蚂蚁集团的股权结构如上所示，马云、井贤栋等4人在杭州云铂投资咨询有限公司（以下简称：云铂投资）层面构成一致行动人，并通过云铂投资旗下的两家有限合伙公司总计持有蚂蚁集团53.46%的股权。此次调整主要包括四方面：第一，马云、井贤栋、胡晓明及蒋芳终止在云铂投资层面的一致行动关系；第二，井贤栋、邵晓锋、倪行军、赵颖、吴敏芝将通过股权转让分别持有云铂投资20%的股权；第三，云铂投资从杭州君瀚退伙，杭州星滔企业管理咨询有限公司（以下简称“杭州星滔”）入伙杭州君瀚，并担任杭州君瀚的普通合伙人暨执行事务合伙人，杭州星滔由马云、韩歆毅、张彧、黄辰立、周芸分别持有20%的股权；第四，本次调整完成后的云铂投资及杭州星滔的全体股东承诺独立行使其在云铂投资或杭州星滔中包括表决权在内的各项股东权利，不与任何其他方达成任何形式的一致行动安排，且不单独或与任何其他方共同谋求对于蚂蚁集团的控制权。简而言之，调整后蚂蚁集团各主要股东彼此独立行使股份表决权且无一致行动关系，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形，马云在蚂蚁集团的经济利益没有变化，对蚂蚁集团的投票权将与他作为杭州君瀚的自然人股东、在蚂蚁集团享有的经济利益相匹配。此外，调整后的蚂蚁集团股东及持股比例并未变化，股东及受益人的经济利益不受影响，股份表决权也更透明、分散。蚂蚁集团公告表示，这是对公司治理结构的进一步优化，将对公司的持续稳健发展起到促进作用。02、蚂蚁集团计划引入第五名独董，推动公司治理完善实际上，自2021年以来，蚂蚁集团在公司治理层面有一系列动作。如2022年中，蚂蚁集团新聘了杨小蕾、史美伦担任独立董事，并将股东代表董事从3位减少到2位。经过调整，蚂蚁集团董事会呈现“2+2+4”结构：2名执行董事，分别为井贤栋（董事长）、倪行军；2名非执行董事/股东代表董事，分别为蔡崇信、程立；4名独立董事，分别为郝荃、黄益平、杨小蕾、史美伦。也就是说，目前董事会八名董事中已有四名独立董事，达到半数，上述《公告》称，在此基础上，蚂蚁集团还计划继续引入第五名独立董事，实现董事会中独立董事过半数。蚂蚁集团方面表示，近期在董事会、股东层面的一系列提升举措，进一步完善了公司治理体系，公司将继续坚守“以数助实”定位，坚定落实可持续发展战略，不断提升公司治理水平。随着治理水平不断提升，蚂蚁集团的业务也在稳步发展，官网信息显示，近两年来，蚂蚁集团将可持续发展和服务实体经济作为工作重心，在数字普惠、绿色低碳、科技创新和开放生态上持续投入：支付宝已为小微商家降低经营成本超百亿元；蚂蚁数科携手合作伙伴推出80多个行业数字化解决方案，在金融、新能源、版权科技、跨境贸易等领域服务近万家企业；蚂蚁发起成立的网商银行，累计服务的小微经营者数量超过4900万。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":4241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953976716,"gmtCreate":1673145043635,"gmtModify":1676538791994,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953976716","repostId":"1183808598","repostType":4,"repost":{"id":"1183808598","kind":"news","pubTimestamp":1673139017,"share":"https://ttm.financial/m/news/1183808598?lang=en_US&edition=fundamental","pubTime":"2023-01-08 08:50","market":"us","language":"zh","title":"Focus Analysis | Ants grow up, Ali retreats","url":"https://stock-news.laohu8.com/highlight/detail?id=1183808598","media":"36氪","summary":"在2023年1月之前，看似退隐江湖2年的马云都还是蚂蚁的实际控制人，但是历史在这一刻改写。1月7日，蚂蚁集团官网发布《关于持续完善公司治理的公告》。这份公告有3个重点，其中最引人注目的一个，就是蚂蚁集","content":"<p><html><head></head><body>Before January 2023, Jack Ma, who seemed to have retired for two years, was still the actual controller of Ant, but history was rewritten at this moment.</p><p>On January 7, the official website of Ant Group issued the \"Announcement on Continuous Improvement of Corporate Governance.\" This announcement has three key points, the most striking of which is that the major shareholders and related beneficiaries of Ant Group intend to adjust the upper structure of Ant Group's shareholders. The core of the adjustment is the change in the voting rights of the major shareholders of Ant Group.</p><p>After the adjustment, the biggest concern is that Jack Ma, Alibaba's lifelong partner and founder, is no longer the actual controller of Ant Group. The ants grow bigger and bigger, and the founders and the old Ali entrepreneurial groups slowly move away.<b>Although Ali is still an important shareholder of Ant, it no longer has the absolute management rights of Ant. Ant and Ali are already two companies in any sense.</b></p><p>In fact, since the suspension of the IPO, Ant Group has been rectifying. During this period, various news continued to spread: on the business side, Alipay was disconnected from Huabei, Jiebei and other financial products; In terms of management structure, more independent directors have been introduced, the management no longer serves as Alibaba partners, and Ant Consumer Finance's capital increase plan has been approved... Everything points to compliance in line with regulatory trends, as well as transparency and transparency of corporate governance. and effectiveness.</p><p>Is Ant's efforts to move towards compliance and transparency step by step paving the way for IPO?</p><p><b>Jack Ma \"retired\"</b></p><p>The core of Ant's adjustment to the shareholder structure this time is the change in the voting rights of major shareholders: from the joint exercise of voting rights of shares by Jack Ma and his concerted parties, to 10 natural persons including Ant Group management, employee representatives and founder Jack Ma, independently exercise voting rights on shares.</p><p>Specifically: Jack Ma and his concerted parties, Jing Xiandong, Hu Xiaoming and Jiang Fang, have signed an agreement to terminate the concerted action relationship at Hangzhou Yunbo level.</p><p><b>What exactly is \"concerted action relationship\"?</b></p><p>According to public information, before today, although Jack Ma, Jing Xiandong, Hu Xiaoming and Jiang Fang held 34%, 22%, 22% and 22% of the shares of Hangzhou Yunbo Investment Consulting Co., Ltd. respectively, according to the company's current articles of association and the \"Concerted Action Agreement\", Jack Ma can actually control the voting results of Yunbo Investment shareholders' meeting and exercise matters related to the shareholders' rights of Ant Group, thereby indirectly controlling the voting rights of 53.46% of Ant Group's shares.</p><p>Senior legal professionals told 36Kr,<b>In essence, concerted action agreement is an agreement to control the rights of various shareholders, and \"concerted action parties\" are usually the proxy holders of shares/equity. Although the equity belongs to them, the control right is in the hands of others</b>。</p><p>In the case of Ant, Alibaba and Ant founder Jack Ma can rely on this agreement to get other share/equity holders to agree to any of their proposals. In short, Jack Ma himself has always been the actual controller of ants.</p><p>After this adjustment, the major shareholders of Ant Group independently exercise their voting rights and have no concerted action relationship. There is no longer any situation in which direct or indirect shareholders single or joint control of Ant Group.</p><p>At the same time, Hangzhou Junhan and Hangzhou Junao, the major shareholders of Ant Group, are controlled by the same general partner company (Hangzhou Yunbo) and split into two different general partner companies (Hangzhou Yunbo and Hangzhou Xingtao) respectively control. Jing Xiandong, Shao Xiaofeng, Ni Xingjun, Zhao Ying and Wu Minzhi will each hold 20% of the equity of Hangzhou Yunbo through equity transfer. The shareholders of the relevant general partner company were changed from Jack Ma and his persons acting in concert to a combination of Ant Group management, employee representatives and founder Jack Ma.</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The ownership structure of Ant Group before this adjustment (Source: Ant official website)</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The ownership structure of Ant Group after this adjustment (Source: Ant official website)</p><p>Ant Group stated in the announcement that after the completion of this adjustment, there will no longer be any direct or indirect shareholders single or joint control of Ant Group: \"The voting rights of Ant Group's shares are more transparent and dispersed, which is a further improvement to the corporate governance structure. Optimization will promote the sustainable and steady development of Ant Group. This adjustment will not affect the daily operations of Ant Group and its subsidiaries.\"</p><p>In fact, Jack Ma lowered his voting rights in Ant Group, which is to further optimize the corporate governance structure. The founder was so generous that he gave up the actual control of the company, made the voting rights of the shares more transparent and decentralized, and made Ant's decision-making power truly \"transparent\". It is hard not to think that this is a strong boost to the IPO.</p><p><b>There will be more than half of the independent director seats, and the \"Ali flavor\" is weak</b></p><p>The announcement stated that since 2021, Ant Group has continued to improve its corporate governance level. At present, the eight directors on the board of directors include four independent directors, and there are six special committees under it. On this basis, it plans to continue to introduce the fifth independent director to achieve more than half of the independent director seats on the board of directors, while \"Aliwei\" has subtly retreated.</p><p>Since the beginning of this year, the introduction of independent directors has been the focus of ant's management structure adjustment. Independent director system is an important system in modern corporate governance, which is crucial to the transparency of board governance and the use of power.</p><p>On June 1, 2022, the official website of Ant Group updated the information of the board of directors team, and newly hired two women, Yang Xiaolei and Shi Meilun, as independent directors.</p><p>Among the two female independent directors, Shi Meilun attracts more attention. In Hong Kong, Shi Meilun became a top executive of the Hong Kong Securities and Futures Commission as early as the 1990s, and was famous in the financial circles of both places as the \"Iron Lady\". In the mainland, she is the first deputy ministerial cadre hired from Hong Kong since the reform and opening up: the vice chairman of China Securities Regulatory Commission.</p><p>Shi Meilun's latest position is the chairman of the Hong Kong Stock Exchange, and he has changed from the regulatory position of the Hong Kong Securities and Futures Commission to the head of the Hong Kong Stock Exchange. On the one hand, Shi Meilun has been linking the financial and industrial circles of Hong Kong and the mainland, adhering to the strict financial supervision, urging mainland companies to comply with regulations, integrate with the international capital market, go public in Hong Kong, and actively stabilize Hong Kong's status as a financial center. Shi Meilun has said many times that Hong Kong's financial market is a bridge between the mainland and the world. Her vision is highly consistent with the \"meaning\" of Ant's IPO.</p><p>Ant introduced more independent directors to make the board structure more transparent.</p><p>In June 2022, the structure of Ant Group's board of directors changed. In the past, the board of directors of Ant consisted of three executive directors: Jing Xiandong, Hu Xiaoming, and Ni Xingjun, three non-executive directors: Cai Chongxin, Cheng Li, and Jiang Fang, and three independent directors: Hao Quan, Hu Zuliu, and Huang Yiping.</p><p>The new board of directors has two directors: Jing Xiandong and Ni Xingjun, two non-executive directors: Tsai Chongxin and Cheng Li, and four independent directors: Hao Quan, Huang Yiping, Shi Meilun and Yang Xiaolei.</p><p>In the new board of directors, Hu Xiaoming, a partner of Ali who has stepped down as CEO, has also stepped down as executive director, and Jiang Fang, one of the \"Eighteen Arhats\" of Ali's entrepreneurial veterans, has stepped down as non-executive director. Today, relevant management members of Ant Group no longer serve as partners of Alibaba, and their isolation from shareholder Alibaba Group has also been strengthened. \"Ali\" 's subtle retreat in the ant system was interpreted by ants as: further improving the transparency and effectiveness of corporate governance.</p><p>In the future, the number of independent directors of Ant will increase from the current 4 to 5, accounting for the majority of the board of directors, which is to amplify the balance and supervision role of independent directors, which is conducive to the board of directors' more independent performance of duties, and also points to the \"transparency\" of the company's decision-making.</p><p>In Ant's management, \"compliance\" has also been further emphasized. In July 2021, Ant announced a new 15-person management team. Compared with the previous 20-person team, CCO (Chief Compliance Officer) Li Chen and Vice President in charge of the Strategic Development Department of Ant Group Yin Ming (former Life Insurance executive), vice president in charge of the big security business group Zhao Wenbiao. The position of chief compliance officer (CCO) simply does not exist in the original team.</p><p>\"Transparency\" and \"compliance\" are important prerequisites for Ant to return to IPO. New ants need more people with \"compliance\" attributes and backgrounds to stand on the board of directors and management to show the outside world a new look of ants.</p><p>In the vicissitudes of life, financial technology, a concept that was once a hot concept in the capital market and entrepreneurship, has now faded. Looking at the whole world, the valuation, financing, and listing of financial technology companies have all become difficult problems.</p><p>In May 2022, a new round of financing for Swedish start-up Klarna Bank AB was cold, and its valuation shrank from US $46 billion a year ago to US $30 billion. U.S. Fintech Affirm Shares Plunge; Bolt, a Silicon Valley unicorn that focuses on payment, online investment advisory and other businesses, was laid off.</p><p>From policy support, endorsement and blessing of countless heavyweight shareholders, hot star companies, and multiple dividends endorsed by the powerful parent company Alibaba, to suspending IPOs overnight, to changing themselves step by step, Ant's fate seems extremely special, but extremely universal: the business world is always turbulent and fickle.</p><p>Ant actively reorganized the board of directors, introduced independent directors, promoted isolation from Alibaba, and even founder Jack Ma gave up actual control, which are all obvious signals: re-establishing the organizational structure can meet the requirements of applying for a financial holding company license? Requirements, does this mean that Ant is ready to restart the IPO?</p><p>The fate of Ant will be one of the most critical regulatory benchmarks in 2023 for the entire Internet industry.</p><p></body></html></p>","source":"36k","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>Focus Analysis | Ants grow up, Ali retreats</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\">\nFocus Analysis | Ants grow up, Ali retreats\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2023-01-08 08:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Before January 2023, Jack Ma, who seemed to have retired for two years, was still the actual controller of Ant, but history was rewritten at this moment.</p><p>On January 7, the official website of Ant Group issued the \"Announcement on Continuous Improvement of Corporate Governance.\" This announcement has three key points, the most striking of which is that the major shareholders and related beneficiaries of Ant Group intend to adjust the upper structure of Ant Group's shareholders. The core of the adjustment is the change in the voting rights of the major shareholders of Ant Group.</p><p>After the adjustment, the biggest concern is that Jack Ma, Alibaba's lifelong partner and founder, is no longer the actual controller of Ant Group. The ants grow bigger and bigger, and the founders and the old Ali entrepreneurial groups slowly move away.<b>Although Ali is still an important shareholder of Ant, it no longer has the absolute management rights of Ant. Ant and Ali are already two companies in any sense.</b></p><p>In fact, since the suspension of the IPO, Ant Group has been rectifying. During this period, various news continued to spread: on the business side, Alipay was disconnected from Huabei, Jiebei and other financial products; In terms of management structure, more independent directors have been introduced, the management no longer serves as Alibaba partners, and Ant Consumer Finance's capital increase plan has been approved... Everything points to compliance in line with regulatory trends, as well as transparency and transparency of corporate governance. and effectiveness.</p><p>Is Ant's efforts to move towards compliance and transparency step by step paving the way for IPO?</p><p><b>Jack Ma \"retired\"</b></p><p>The core of Ant's adjustment to the shareholder structure this time is the change in the voting rights of major shareholders: from the joint exercise of voting rights of shares by Jack Ma and his concerted parties, to 10 natural persons including Ant Group management, employee representatives and founder Jack Ma, independently exercise voting rights on shares.</p><p>Specifically: Jack Ma and his concerted parties, Jing Xiandong, Hu Xiaoming and Jiang Fang, have signed an agreement to terminate the concerted action relationship at Hangzhou Yunbo level.</p><p><b>What exactly is \"concerted action relationship\"?</b></p><p>According to public information, before today, although Jack Ma, Jing Xiandong, Hu Xiaoming and Jiang Fang held 34%, 22%, 22% and 22% of the shares of Hangzhou Yunbo Investment Consulting Co., Ltd. respectively, according to the company's current articles of association and the \"Concerted Action Agreement\", Jack Ma can actually control the voting results of Yunbo Investment shareholders' meeting and exercise matters related to the shareholders' rights of Ant Group, thereby indirectly controlling the voting rights of 53.46% of Ant Group's shares.</p><p>Senior legal professionals told 36Kr,<b>In essence, concerted action agreement is an agreement to control the rights of various shareholders, and \"concerted action parties\" are usually the proxy holders of shares/equity. Although the equity belongs to them, the control right is in the hands of others</b>。</p><p>In the case of Ant, Alibaba and Ant founder Jack Ma can rely on this agreement to get other share/equity holders to agree to any of their proposals. In short, Jack Ma himself has always been the actual controller of ants.</p><p>After this adjustment, the major shareholders of Ant Group independently exercise their voting rights and have no concerted action relationship. There is no longer any situation in which direct or indirect shareholders single or joint control of Ant Group.</p><p>At the same time, Hangzhou Junhan and Hangzhou Junao, the major shareholders of Ant Group, are controlled by the same general partner company (Hangzhou Yunbo) and split into two different general partner companies (Hangzhou Yunbo and Hangzhou Xingtao) respectively control. Jing Xiandong, Shao Xiaofeng, Ni Xingjun, Zhao Ying and Wu Minzhi will each hold 20% of the equity of Hangzhou Yunbo through equity transfer. The shareholders of the relevant general partner company were changed from Jack Ma and his persons acting in concert to a combination of Ant Group management, employee representatives and founder Jack Ma.</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The ownership structure of Ant Group before this adjustment (Source: Ant official website)</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The ownership structure of Ant Group after this adjustment (Source: Ant official website)</p><p>Ant Group stated in the announcement that after the completion of this adjustment, there will no longer be any direct or indirect shareholders single or joint control of Ant Group: \"The voting rights of Ant Group's shares are more transparent and dispersed, which is a further improvement to the corporate governance structure. Optimization will promote the sustainable and steady development of Ant Group. This adjustment will not affect the daily operations of Ant Group and its subsidiaries.\"</p><p>In fact, Jack Ma lowered his voting rights in Ant Group, which is to further optimize the corporate governance structure. The founder was so generous that he gave up the actual control of the company, made the voting rights of the shares more transparent and decentralized, and made Ant's decision-making power truly \"transparent\". It is hard not to think that this is a strong boost to the IPO.</p><p><b>There will be more than half of the independent director seats, and the \"Ali flavor\" is weak</b></p><p>The announcement stated that since 2021, Ant Group has continued to improve its corporate governance level. At present, the eight directors on the board of directors include four independent directors, and there are six special committees under it. On this basis, it plans to continue to introduce the fifth independent director to achieve more than half of the independent director seats on the board of directors, while \"Aliwei\" has subtly retreated.</p><p>Since the beginning of this year, the introduction of independent directors has been the focus of ant's management structure adjustment. Independent director system is an important system in modern corporate governance, which is crucial to the transparency of board governance and the use of power.</p><p>On June 1, 2022, the official website of Ant Group updated the information of the board of directors team, and newly hired two women, Yang Xiaolei and Shi Meilun, as independent directors.</p><p>Among the two female independent directors, Shi Meilun attracts more attention. In Hong Kong, Shi Meilun became a top executive of the Hong Kong Securities and Futures Commission as early as the 1990s, and was famous in the financial circles of both places as the \"Iron Lady\". In the mainland, she is the first deputy ministerial cadre hired from Hong Kong since the reform and opening up: the vice chairman of China Securities Regulatory Commission.</p><p>Shi Meilun's latest position is the chairman of the Hong Kong Stock Exchange, and he has changed from the regulatory position of the Hong Kong Securities and Futures Commission to the head of the Hong Kong Stock Exchange. On the one hand, Shi Meilun has been linking the financial and industrial circles of Hong Kong and the mainland, adhering to the strict financial supervision, urging mainland companies to comply with regulations, integrate with the international capital market, go public in Hong Kong, and actively stabilize Hong Kong's status as a financial center. Shi Meilun has said many times that Hong Kong's financial market is a bridge between the mainland and the world. Her vision is highly consistent with the \"meaning\" of Ant's IPO.</p><p>Ant introduced more independent directors to make the board structure more transparent.</p><p>In June 2022, the structure of Ant Group's board of directors changed. In the past, the board of directors of Ant consisted of three executive directors: Jing Xiandong, Hu Xiaoming, and Ni Xingjun, three non-executive directors: Cai Chongxin, Cheng Li, and Jiang Fang, and three independent directors: Hao Quan, Hu Zuliu, and Huang Yiping.</p><p>The new board of directors has two directors: Jing Xiandong and Ni Xingjun, two non-executive directors: Tsai Chongxin and Cheng Li, and four independent directors: Hao Quan, Huang Yiping, Shi Meilun and Yang Xiaolei.</p><p>In the new board of directors, Hu Xiaoming, a partner of Ali who has stepped down as CEO, has also stepped down as executive director, and Jiang Fang, one of the \"Eighteen Arhats\" of Ali's entrepreneurial veterans, has stepped down as non-executive director. Today, relevant management members of Ant Group no longer serve as partners of Alibaba, and their isolation from shareholder Alibaba Group has also been strengthened. \"Ali\" 's subtle retreat in the ant system was interpreted by ants as: further improving the transparency and effectiveness of corporate governance.</p><p>In the future, the number of independent directors of Ant will increase from the current 4 to 5, accounting for the majority of the board of directors, which is to amplify the balance and supervision role of independent directors, which is conducive to the board of directors' more independent performance of duties, and also points to the \"transparency\" of the company's decision-making.</p><p>In Ant's management, \"compliance\" has also been further emphasized. In July 2021, Ant announced a new 15-person management team. Compared with the previous 20-person team, CCO (Chief Compliance Officer) Li Chen and Vice President in charge of the Strategic Development Department of Ant Group Yin Ming (former Life Insurance executive), vice president in charge of the big security business group Zhao Wenbiao. The position of chief compliance officer (CCO) simply does not exist in the original team.</p><p>\"Transparency\" and \"compliance\" are important prerequisites for Ant to return to IPO. New ants need more people with \"compliance\" attributes and backgrounds to stand on the board of directors and management to show the outside world a new look of ants.</p><p>In the vicissitudes of life, financial technology, a concept that was once a hot concept in the capital market and entrepreneurship, has now faded. Looking at the whole world, the valuation, financing, and listing of financial technology companies have all become difficult problems.</p><p>In May 2022, a new round of financing for Swedish start-up Klarna Bank AB was cold, and its valuation shrank from US $46 billion a year ago to US $30 billion. U.S. Fintech Affirm Shares Plunge; Bolt, a Silicon Valley unicorn that focuses on payment, online investment advisory and other businesses, was laid off.</p><p>From policy support, endorsement and blessing of countless heavyweight shareholders, hot star companies, and multiple dividends endorsed by the powerful parent company Alibaba, to suspending IPOs overnight, to changing themselves step by step, Ant's fate seems extremely special, but extremely universal: the business world is always turbulent and fickle.</p><p>Ant actively reorganized the board of directors, introduced independent directors, promoted isolation from Alibaba, and even founder Jack Ma gave up actual control, which are all obvious signals: re-establishing the organizational structure can meet the requirements of applying for a financial holding company license? Requirements, does this mean that Ant is ready to restart the IPO?</p><p>The fate of Ant will be one of the most critical regulatory benchmarks in 2023 for the entire Internet industry.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/2077901427986437\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed47e720e2c8ac868f5b3114fdde0f64","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://36kr.com/p/2077901427986437","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183808598","content_text":"在2023年1月之前，看似退隐江湖2年的马云都还是蚂蚁的实际控制人，但是历史在这一刻改写。1月7日，蚂蚁集团官网发布《关于持续完善公司治理的公告》。这份公告有3个重点，其中最引人注目的一个，就是蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进行调整，调整的核心是蚂蚁集团主要股东投票权的变化。调整之后最重磅的关注点，莫过于阿里终身合伙人、创始人马云，不再是蚂蚁集团的实际控制人。蚂蚁越长越大，创始人和老阿里创业天团们的身影慢慢走远。阿里虽然依然是蚂蚁的重要股东，却不再拥有蚂蚁的绝对管理权，蚂蚁和阿里，在任何意义上都已经是两家公司。实际上，中止IPO以来，蚂蚁集团一直在整改，期间不断传出的各种消息：业务侧，断开支付宝与花呗、借呗与其他金融产品的连接；管理结构上，引入更多独立董事，管理层不再担任阿里巴巴合伙人，蚂蚁消金增资方案获批……桩桩件件都指向了符合监管风向的合规性，以及公司治理的透明度和有效性。蚂蚁这样努力得一步一步走向合规、透明，是否是为IPO铺路？马云“退隐”蚂蚁本次对股东结构调整的核心，是主要股东投票权的变化：从马云及其一致行动人共同行使股份表决权，到包括蚂蚁集团管理层、员工代表和创始人马云在内的10名自然人，分别独立行使股份表决权。具体而言：马云及其一致行动人井贤栋、胡晓明及蒋芳已签署协议，终止在杭州云铂层面的一致行动关系。“一致行动关系”究竟是什么？公开资料显示，在今天之前，虽然马云、井贤栋、胡晓明及蒋芳分别持有杭州云铂投资咨询有限公司34%、22%、22%及22%的股权，但根据该公司的现行章程及《一致行动协议》，马云能够实际支配云铂投资股东会、行使蚂蚁集团股东权利相关事项的表决结果，进而间接控制蚂蚁集团53.46%股份的表决权。资深法律界人士告诉36氪，本质上，一致行动协议就是协议控制各项股东权利，而“一致行动人”通常都是股份/股权的代持人，股权虽然属于他们，但是控制权在他人手里。放在蚂蚁的案例中，阿里和蚂蚁创始人马云，可以凭借这个协议，让其他股份/股权代持人同意自己的任何提议。简言之，一直以来，马云本人就是蚂蚁的实际控制人。而此次调整之后，蚂蚁集团各主要股东彼此独立行使股份表决权且无一致行动关系，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形。同时，蚂蚁集团的主要股东杭州君瀚和杭州君澳由受同一家普通合伙人企业（杭州云铂）控制，分拆为受两家不同普通合伙人企业（杭州云铂和杭州星滔）分别控制。井贤栋、邵晓锋、倪行军、赵颖、吴敏芝将通过股权转让分别持有杭州云铂20%的股权。相关普通合伙人公司股东由马云及其一致行动人，变更为蚂蚁集团管理层、员工代表和创始人马云的组合。本次调整前蚂蚁集团股权结构（图片来源：蚂蚁官网）本次调整后蚂蚁集团股权结构（图片来源：蚂蚁官网）蚂蚁集团在公告中称，在此次调整完成后，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形：“蚂蚁集团的股份表决权更加透明且分散，这是对公司治理结构的进一步优化，将对蚂蚁集团的持续稳健发展起到促进作用。本次调整不会对蚂蚁集团及下属公司的日常经营造成影响。”实际上，马云降低了他在蚂蚁集团的投票权，就是在推动公司治理结构进一步优化。而创始人如此大度，放弃了公司实际控制权，让股份的表决权更加透明、分散，让蚂蚁的决策权真正“透明”，很难不让人认为，这是对IPO的大力助推。独立董事席位将过半，“阿里味”弱了这次的公告称，自2021年以来，蚂蚁集团持续提升公司治理水平，目前董事会8名董事中包含四名独立董事，下设六个专门委员会。在此基础上，其计划继续引入第5名独立董事，实现董事会中独立董事席位过半数，而“阿里味”则微妙后退。今年以来，引入独立董事，就是蚂蚁管理结构调整的重点。独立董事制度，就是现代公司治理中的重要制度，对董事会治理的透明度、权力的使用，至关重要。2022年，6月1日，蚂蚁集团官网更新董事会团队信息，新聘杨小蕾、史美伦两名女性担任独立董事。两位女性独立董事中，史美伦更引人关注。于香港，史美伦早在上世纪90年代就跻身香港证监会高层，以“铁娘子”之名闻名两地金融界。于内地，她是改革开放以来从香港聘请的第一位副部级干部：中国证监会副主席。史美伦最新的职务是港交所主席，由任职香港证监会的监管立场，转变为港交所的负责人。令一方面，史美伦一直在链接香港和内地金融、实业界，坚持金融监管的严厉，力促内地公司合规、和国际资本市场接轨，赴港上市，也积极稳固香港金融中心的地位。史美伦曾多次说过：香港金融市场是连接内地与世界的桥梁。她的愿景和蚂蚁IPO的“意义”高度一致。蚂蚁引入更多的独立董事，是为了让董事会结构更加透明。2022年6月，蚂蚁集团董事会架构发生变化。过去蚂蚁董事会组成为：三位执行董事：井贤栋、胡晓明、倪行军，三位非执行董事：蔡崇信、程立、蒋芳，三位独立董事：郝荃、胡祖六、黄益平。新董事会改为两位董事：井贤栋、倪行军，两位非执行董事：蔡崇信、程立，四位独立董事：郝荃、黄益平、史美伦、杨小蕾。新董事会中，已卸任CEO的阿里合伙人胡晓明也卸任了执行董事，阿里创业元老“十八罗汉”之一的蒋芳卸任了非执行董事。如今，蚂蚁集团相关管理层成员不再担任阿里巴巴合伙人，与股东阿里巴巴集团的隔离也被强化。“阿里”在蚂蚁体系中微妙的后退，被蚂蚁解释为：进一步提升公司治理的透明度和有效性。未来，蚂蚁独立董事从现在的4人上升到5人，在董事会中占多数，是在放大独立董事平衡和监督的作用，有利于董事会更独立地履职，也指向公司决策的“透明”。蚂蚁管理层中，“合规”也被进一步强调。2021年7月，蚂蚁公布了新的15人管理团队，相较过去的20人团队，新增了CCO（首席合规官）李臣、负责蚂蚁集团战略发展部的副总裁尹铭（前人寿高管）、负责大安全事业群的副总裁赵闻飙。而首席合规官（CCO）这个职位，在原有团队中根本不存在。“透明”、“合规”，都是蚂蚁重回IPO之路的重要的前提。新蚂蚁，需要更多有“合规”属性和背景的人站在董事会和管理层里，向外界展示蚂蚁全新的面貌。沧海桑田，金融科技，这个曾经在资本市场和创业领域炙手可热的概念，如今，却黯淡下去放眼整个世界，金融科技公司们的估值、融资、上市，都成了难题。2022年5月，瑞典初创企业Klarna Bank AB新一轮融资遇冷，估值从一年前的460亿美元缩水至300亿美元。美国金融科技公司Affirm股价暴跌；专注支付、在线投顾等业务的硅谷独角兽Bolt则被爆裁员。从政策支持，有无数重量级股东背书加持，炙手可热，还有强大母公司阿里巴巴背书的多重红利加身的明星公司，到一夜之间中止IPO，再到一步步改变自己，蚂蚁的命运似乎极其特殊，却又极其普世：商业世界永远云谲波诡，变幻无常。而蚂蚁积极改组董事会，引入独立董事、推进与阿里巴巴的隔离，乃至创始人马云都放弃了实际控制权，都是明显的信号：重新建立组织结构，是否就可以满足申请金融控股公司牌照的要求，这是否意味着蚂蚁准备重启IPO？蚂蚁的命运，对整个互联网行业而言，将是2023最关键的监管风向标之一。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967418828,"gmtCreate":1670369906365,"gmtModify":1676538352642,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967418828","repostId":"1142835042","repostType":4,"repost":{"id":"1142835042","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":1670311357,"share":"https://ttm.financial/m/news/1142835042?lang=en_US&edition=fundamental","pubTime":"2022-12-06 15:22","market":"us","language":"zh","title":"Large option order | The \"opportunity\" to fall out? Call options \"bargain-hunting\" SAIFTSE and Amazon!","url":"https://stock-news.laohu8.com/highlight/detail?id=1142835042","media":"老虎资讯综合","summary":"摘要：12月5日（周一）期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%；部分看涨期权“狙击”下跌股，赛富时、亚马逊能否开启“反弹模式”？一、市场概览美东时间12月5日（周一），","content":"<p><html><head></head><body><b>Summary: On December 5 (Monday), the total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%; Some call options \"snipe\" falling stocks,<a href=\"https://laohu8.com/S/CRM\">SAIFTS</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Can the \"rebound mode\" be turned on?</b><b>Market Overview</b></p><p>On December 5 (Monday), Eastern Time, U.S. stocks closed lower on Monday, with the Nasdaq index falling 1.93%, the S&P 500 index falling 1.79%, and the Dow Jones index falling 1.4%. Among them, the Nasdaq and the S&P 500 index both hit their largest one-day declines since November 10.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, Amazon,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Large technology stocks fell across the board, and most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 5%.</p><p>The total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%.</p><p>S&P Index ETF-SPY options traded 9.117 million contracts, of which put options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6f63ae2b0914319a2aeff02053f368\" tg-width=\"828\" tg-height=\"1418\" width=\"100%\" height=\"auto\"/><span>Data source: Tiger International App</span></p><p><b><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a></b>It is still the first choice for investors, with 9.117 million options contracts traded. Put options are higher than call options, accounting for 52%;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95ad1a9adb6cb5eea542efb6f2a46801\" tg-width=\"1575\" tg-height=\"475\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></b>It fell more than 6% on Monday to $182.95. News: On December 5, it was reported that due to insufficient demand,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Shanghai factory will take the initiative to reduce production by 20%. In response, relevant people from Tesla China responded that they called it \"false information.\"</p><p>1.6 million Tesla options contracts were traded, and call options accounted for 56% of all options transactions. Volume was particularly high for the $190 call option expiring December 9, 2022, with 80,640 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e1a9f4a6854b8fe35c9eee39a623d68\" tg-width=\"1607\" tg-height=\"337\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Amazon</b>It fell more than 3% on Monday to $91.01. 866,200 options contracts were traded, and call options accounted for 62% of all options transactions. Volume was particularly high for the $95 call option with a strike price expiration on December 9, 2022, with 40,856 contracts traded.<span style=\"color:rgba(99,19,12,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5527b3d7b983107bc6b49a80f381f9a0\" tg-width=\"1602\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c452a2fad4ec4162c073b4e870c59c3\" tg-width=\"1788\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Tilray</b>It rose more than 2% on Monday to $4.68. Volume was particularly high for the $5 call option with an expiration strike price on December 9, 2022, with 25,679 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a07df2cf673cfd903a074ebdc8b03\" tg-width=\"1598\" tg-height=\"332\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p>Executives leave one after another,<b>SAIFTS</b>It fell more than 7% on Monday to $133.93. In the news: SAIFTSE encountered another high-level change on Monday. Stuart Butterfield, founder and CEO of the company's messaging app Slack, announced that he would leave the company next month, along with Slack's executives in charge of products, marketing and brands. Just last week, Salesforce co-CEO Brent Taylor also announced that he would leave the company next month, but Butterfield said his departure had nothing to do with Taylor.</p><p><b>SAIFTS</b>Volume was particularly high for the $150 call option with a strike price expiring on December 9, 2022, with 29,892 contracts traded.<span style=\"color:rgba(78,16,11,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe106e175ba5e77ac16069d6d8e2720\" tg-width=\"1599\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a></b>It opened higher and moved lower on Monday, with particularly high volume on its December 9, 2022, expiring $11 put option with 18,395 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74282117712dc605154c24cb61ea975a\" tg-width=\"1604\" tg-height=\"327\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BA\">boeing</a></b>It rose 1.22% to $185.10 on Monday. Volume was particularly high for the $190 call option expiring December 9, 2022, with 19,735 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02f7a8971c94688a6d057d906d896136\" tg-width=\"1601\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></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>Large option order | The \"opportunity\" to fall out? Call options \"bargain-hunting\" SAIFTSE and Amazon!</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\">\nLarge option order | The \"opportunity\" to fall out? Call options \"bargain-hunting\" SAIFTSE and Amazon!\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\">2022-12-06 15:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary: On December 5 (Monday), the total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%; Some call options \"snipe\" falling stocks,<a href=\"https://laohu8.com/S/CRM\">SAIFTS</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Can the \"rebound mode\" be turned on?</b><b>Market Overview</b></p><p>On December 5 (Monday), Eastern Time, U.S. stocks closed lower on Monday, with the Nasdaq index falling 1.93%, the S&P 500 index falling 1.79%, and the Dow Jones index falling 1.4%. Among them, the Nasdaq and the S&P 500 index both hit their largest one-day declines since November 10.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, Amazon,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Large technology stocks fell across the board, and most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 5%.</p><p>The total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%.</p><p>S&P Index ETF-SPY options traded 9.117 million contracts, of which put options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6f63ae2b0914319a2aeff02053f368\" tg-width=\"828\" tg-height=\"1418\" width=\"100%\" height=\"auto\"/><span>Data source: Tiger International App</span></p><p><b><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a></b>It is still the first choice for investors, with 9.117 million options contracts traded. Put options are higher than call options, accounting for 52%;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95ad1a9adb6cb5eea542efb6f2a46801\" tg-width=\"1575\" tg-height=\"475\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></b>It fell more than 6% on Monday to $182.95. News: On December 5, it was reported that due to insufficient demand,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Shanghai factory will take the initiative to reduce production by 20%. In response, relevant people from Tesla China responded that they called it \"false information.\"</p><p>1.6 million Tesla options contracts were traded, and call options accounted for 56% of all options transactions. Volume was particularly high for the $190 call option expiring December 9, 2022, with 80,640 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e1a9f4a6854b8fe35c9eee39a623d68\" tg-width=\"1607\" tg-height=\"337\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Amazon</b>It fell more than 3% on Monday to $91.01. 866,200 options contracts were traded, and call options accounted for 62% of all options transactions. Volume was particularly high for the $95 call option with a strike price expiration on December 9, 2022, with 40,856 contracts traded.<span style=\"color:rgba(99,19,12,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5527b3d7b983107bc6b49a80f381f9a0\" tg-width=\"1602\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c452a2fad4ec4162c073b4e870c59c3\" tg-width=\"1788\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Tilray</b>It rose more than 2% on Monday to $4.68. Volume was particularly high for the $5 call option with an expiration strike price on December 9, 2022, with 25,679 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a07df2cf673cfd903a074ebdc8b03\" tg-width=\"1598\" tg-height=\"332\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p>Executives leave one after another,<b>SAIFTS</b>It fell more than 7% on Monday to $133.93. In the news: SAIFTSE encountered another high-level change on Monday. Stuart Butterfield, founder and CEO of the company's messaging app Slack, announced that he would leave the company next month, along with Slack's executives in charge of products, marketing and brands. Just last week, Salesforce co-CEO Brent Taylor also announced that he would leave the company next month, but Butterfield said his departure had nothing to do with Taylor.</p><p><b>SAIFTS</b>Volume was particularly high for the $150 call option with a strike price expiring on December 9, 2022, with 29,892 contracts traded.<span style=\"color:rgba(78,16,11,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe106e175ba5e77ac16069d6d8e2720\" tg-width=\"1599\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a></b>It opened higher and moved lower on Monday, with particularly high volume on its December 9, 2022, expiring $11 put option with 18,395 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74282117712dc605154c24cb61ea975a\" tg-width=\"1604\" tg-height=\"327\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BA\">boeing</a></b>It rose 1.22% to $185.10 on Monday. Volume was particularly high for the $190 call option expiring December 9, 2022, with 19,735 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02f7a8971c94688a6d057d906d896136\" tg-width=\"1601\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","XPEV":"小鹏汽车","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4548":"巴美列捷福持仓","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","SPY":"标普500ETF","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4524":"宅经济概念","BK4527":"明星科技股","QQQ":"纳指100ETF","BA":"波音","BK4503":"景林资产持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","TLRY":"Tilray Inc.","BK4122":"互联网与直销零售","TSLA":"特斯拉","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4505":"高瓴资本持仓","AMZN":"亚马逊","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","CRM":"赛富时","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142835042","content_text":"摘要：12月5日（周一）期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%；部分看涨期权“狙击”下跌股，赛富时、亚马逊能否开启“反弹模式”？一、市场概览美东时间12月5日（周一），美股周一收跌，纳斯达克指数跌1.93%，标普500指数跌1.79%，道琼斯指数跌1.4%。其中，纳指、标普500指数均创11月10日以来最大单日跌幅。特斯拉、亚马逊、奈飞等大型科技股全线走低，热门中概股多数下跌，爱奇艺跌超5%。期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%。标普指数ETF-SPY期权成交911.7万张合约，其中，看跌期权占比52%。二、期权成交总量TOP10数据来源：老虎国际App标普指数ETF仍是投资者首选，期权成交911.7万张合约。看跌期权高于看涨期权，占比52%；数据来源：Market Chameleon特斯拉周一跌超6%，报182.95美元。消息方面：12月5日，有消息称由于需求不足，特斯拉上海工厂将主动减产20%。对此，特斯拉中国有关人士回应称之为“不实信息”。特斯拉期权合约成交160万张，看涨期权占全部期权交易的56%。2022年12月9日到期行权价为190美元看涨期权的成交量特别高，成交量为80,640张。数据来源：Market Chameleon亚马逊周一跌超3%，报91.01美元。期权合约成交86.62万张，看涨期权占全部期权交易的62%。2022年12月9日到期行权价为95美元看涨期权的成交量特别高，成交量为40,856张。这意味着在期权市场中，投资者开始“押注”其本周将有反弹动作。数据来源：Market Chameleon三、异动观察数据来源：Market ChameleonTilray周一涨超2%，报4.68美元。2022年12月9日到期行权价为5美元看涨期权的成交量特别高，成交量为25,679张。数据来源：Market Chameleon高管接二连三离职，赛富时周一跌超7%，报133.93美元。消息方面：赛富时周一又遇高层变动。公司旗下通讯应用Slack创始人兼CEO斯图亚特·巴特菲尔德宣布将于下个月离开公司，同时Slack分管产品、市场和品牌的高管也将一起离职。就在上周，Salesforce的联席CEO 布伦特·泰勒也宣布将在下个月离开公司，不过巴特菲尔德表示自己的离开与泰勒没有关系。赛富时2022年12月9日到期行权价为150美元看涨期权的成交量特别高，成交量为29,892张。这意味着在期权市场中，投资者开始“押注”其本周将有反弹动作。数据来源：Market Chameleon小鹏汽车周一高开低走，其2022年12月9日到期行权价为11美元看跌期权的成交量特别高，成交量为18,395张。数据来源：Market Chameleon波音周一上涨1.22%，报185.10美元。2022年12月9日到期行权价为190美元看涨期权的成交量特别高，成交量为19,735张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"XPEV":0.9,"QQQ":0.9,"SPY":0.9,"AMZN":0.9,"CRM":0.9,"BA":0.9,"TSLA":0.9,"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":4694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968111155,"gmtCreate":1669160448878,"gmtModify":1676538159200,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968111155","repostId":"1108035622","repostType":4,"repost":{"id":"1108035622","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1669128253,"share":"https://ttm.financial/m/news/1108035622?lang=en_US&edition=fundamental","pubTime":"2022-11-22 22:44","market":"us","language":"zh","title":"Pessimistic expectations have been digested! A good opportunity on the left side of chip stocks is coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1108035622","media":"智通财经APP","summary":"历史数据显示市场往往提前半年左右开始定价，正好对应今年第三季度末，这或许是“股神”瞅准时机建仓的重要原因。在上周，“股神”巴菲特旗下伯克希尔哈撒韦公布的最新13F持仓报告显示，该机构在第三季度新建仓芯","content":"<p><html><head></head><body>Historical data shows that the market often starts pricing about half a year in advance, which coincides with the end of the third quarter of this year. This may be an important reason why the \"stock god\" sees the right time to open positions. Last week, \"Stock God\" Buffett<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>The latest 13F position report released by Hathaway shows that the agency opened new positions in chip manufacturing giants in the third quarter<a href=\"https://laohu8.com/S/TSM\">TSMC</a>, a total of about 60.06 million shares, with a market value of US $4.1 billion, accounting for 1.39% of the investment portfolio, ranking tenth among the stock gods' heavyweight stocks.</p><p>After the release of Berkshire Hathaway's 13F position report, TSMC rose by more than 10% as of yesterday. In the eyes of market observers, if this new position is led by Buffett personally, then the most important reason for his position in TSMC may lie in the following two points: one is to control pricing power, and the other is the company's ability to control costs. As a global chip TSMC, a well-deserved leader in manufacturing, undoubtedly meets these two business characteristics. At the same time, these two points are also important criteria for \"stock gods\" to choose stock targets for many years.</p><p>Focusing on the broader U.S. chip sector, some analysts believe that the Philadelphia Semiconductor Index, which can be called the \"global chip stock benchmark\", has been priced, and even overpriced the pessimistic expectations of the macro and industry. Therefore, as long as there is good news, an oversold rebound is possible at any time. May happen. This index covers<a href=\"https://laohu8.com/S/ASML\">ASML</a>, TSMC,<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>And<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The trend of top companies in the upper, middle and lower reaches of the global chip industry can basically reflect the financial market's confidence and valuation of global chip stocks.</p><p>Compared with the S&P 500 Index, the U.S. stock market, the Philadelphia Semiconductor Index, which covers the world's top chip companies, is much more cyclical than the S&P 500 Index. The magnitude of the decline far exceeds that of the broader market in the same period.</p><p><img src=\"https://static.tigerbbs.com/f8fa4a909451810274c6a25682db4233\" tg-width=\"1359\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/></p><p>Zhitong Finance APP noticed that since this year, the Philadelphia Semiconductor Index has fallen by as much as 33%, among which the three giants of PC chips:<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>Both fell nearly 50%. However, since the periodic low on October 13, the Philadelphia Semiconductor Index has rebounded by more than 23%, mainly driven by the rebound wave started by the cooling of inflation expectations in November. Among them, constituent stocks such as Nvidia have also performed relatively well.</p><p>Most investors agree with the above view: that is, the Philadelphia Semiconductor Index has priced in, even overpriced, pessimistic expectations-valuation collapses caused by the Fed's aggressive rate hike and high inflation, shrinking industry demand, and surging inventories.</p><p>However, more importantly, the fundamentals of the chip industry may usher in a major turning point next year. Historical data shows that the stock market tends to price the fundamentals at least half a year in advance. Perhaps this is also the important reason why the \"stock god\" sees the right time to buy TSMC. One of the reasons.</p><p><b>The top of inventory is gradually taking shape, and the recovery cycle is expected to start in the second half of 2023</b></p><p><b>After analyzing the inventory outlook and market expectation data, this article concludes that the chip industry is expected to start the passive destocking mode in Q3 of 2023, and 23Q4 is expected to shift from passive destocking to active replenishment to achieve both volume and price increases, another round of industry prosperity. The upward trend will start.</b></p><p><b>According to the model calculated in this article, 2023Q2 is the time when the pace of passive destocking slows down marginally. Historical data shows that the market often starts pricing half a year in advance, which coincides with the end of the third quarter of this year. This may be the reason why the \"stock god\" sees the right time to open positions. important reason. Therefore, for some investors who focus on ambush layout in advance, this can be said to be the time when the marginal recovery effect begins to appear, that is, a good time to buy bottoms.</b></p><p>The global chip industry inventory expectation index previously released by market research institutions shows that industry inventory will reach a phased high level in Q4 2022, corresponding to the active destocking stage in the inventory cycle. At this stage, inventory often reaches its peak and then begins to shrink.</p><p><img src=\"https://static.tigerbbs.com/8179f4425b8b798a75fae9c942c34b5e\" tg-width=\"850\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/></p><p>Combined with the semiconductor inventory level announced by Statistics Korea, it is more obvious that the inventory is on an upward trend in Q3. The Q4 data has not yet been released, but it is expected to form an inventory arc top. Korean owned<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>, SK Hynix are the two major global chip production leaders, and the country's economic development model is mainly export-based, so the inventory of Korean chip products can reflect the trend of global chip inventory.</p><p><img src=\"https://static.tigerbbs.com/5bfbb16476cf1607be633c29df196bec\" tg-width=\"568\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>So when will the inventory inflection point appear? As the leader in chip manufacturing, TSMC is interested in top chip companies in the Fabless model (such as AMD, Nvidia and Qualcomm, etc.), as well as consumer electronics companies that outsource production, such as<a href=\"https://laohu8.com/S/AAPL\">Apple</a>When the company's inventory level is well known, TSMC's outlook for product inventory can basically reflect the trend of product inventory in the entire chip industry, and historical data has proved this point many times.</p><p>TSMC's management predicted on the Q3 earnings call that chip industry inventories could peak as early as the third quarter of this year, or they could peak or begin to decrease in the fourth quarter, which will cause some pain to the entire supply chain. On top of that, management believes that the active adjustment period of product inventories will end in the first half of 2023.</p><p>Wall Street's outlook for industry inventories is almost the same as TSMC's. Wall Street<a href=\"https://laohu8.com/S/FISI\">Financial institution</a><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It is expected that the second half of 2023 will be an important time point for semiconductors to start the recovery cycle. \"We expect the semiconductor cycle to start a recovery in the second half of 2023 and recommend buying high-quality stocks on dips now. Among them, TSMC is our top pick,\" the agency said in a note released in October. And described TSMC as a \"enabler of future technologies.\"</p><p>The agency also predicts that the worst time point in the industry's inventory cycle will occur as early as the fourth quarter of this year and as late as the first quarter of next year, and stock prices tend to bottom out before the inflection point in the inventory cycle.</p><p><b>Through the recent recovery cycle of review's chip industry, it is found that it generally takes about 6 quarters from active destocking to active inventory replenishment. Combining the above data, this article's outlook for chip product inventory is as follows: Passive destocking will start in Q3 of 2023, and 23Q4 is expected to shift from passive destocking to active replenishment, and another round of upward trend in industry prosperity will begin.</b></p><p><img src=\"https://static.tigerbbs.com/1fadf15b6ce70201073cf20003762393\" tg-width=\"554\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p><b>Good news strikes, pessimistic expectations are gradually digested, and the market prices the fundamental inflection point in advance</b></p><p><b>According to the forecast data of many authoritative organizations, the prosperity of the chip industry is expected to continue in 2023, but unlike the industry prosperity triggered by PC equipment in the context of the outbreak of COVID-19 pandemic in the first half of 2021-2022, next year, especially the second half of next year, will be dominated by the automotive industry. Industry prosperity dominated by enterprise server demand.<a href=\"https://laohu8.com/S/F\">Ford</a>、<a href=\"https://laohu8.com/S/GM\">General Motors</a>, including ambitious electric vehicle transformation plans of traditional automakers such as Volkswagen and BMW, will also support the sales prospects of automotive chips such as analog chips and MCUs.</b></p><p><b>Through analysis, this article concludes that the second half of 2023 may be the time when the fundamentals of the chip industry start a new round of substantial recovery. However, the easing of inflation expectations in the United States, coupled with Buffett's latest position announcement of a new position in TSMC, catalyzed market sentiment and the rebound trend of the Philadelphia Semiconductor Index, making the upward trend of the overall industry stock price that should have started at the end of the year or early next year start ahead of schedule. At present, the pessimistic expectations of the market are gradually being digested-specifically, the market has basically digested the pessimistic scenario from Q3 to Q1 next year. Analysts' optimism about the industry has shown a marginal warming, and the market has priced the fundamental inflection point of the industry in advance.</b></p><p>Chips are an important underlying hardware for all walks of life around the world to transform to digital and intelligent business models in the future, and for mankind to realize the Internet of Everything scenario in the future. Therefore, it is difficult for the overall demand for chips to shrink sharply in the future. According to the forecast data of a number of authoritative market research institutions, the overall market size growth rate of the entire industry in 2023 may be difficult to reach the high growth level in 2022, but it will still be in a positive growth and prosperity situation. Market research organization IDC predicts that the chip market size including the memory chip field and IDM + Fabless manufacturers will grow by approximately 6% in 2023 compared with 2022.</p><p><img src=\"https://static.tigerbbs.com/1ab0116078ae97530e366195a3396fa4\" tg-width=\"778\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>According to the latest 2023 industry outlook data released by the World Organization for Semiconductor Trade Statistics (WSTS), the global semiconductor market size is expected to grow by 13.9% in 2022 and another 4.6% in 2023. Among them, the main growth areas are concentrated in analog chips, logic chips and MCU chips. The largest contributors to these markets have been concentrated in automobile manufacturers in recent years, while the growth rate of memory chips, mainly concentrated in consumer electronics fields such as PCs, has slowed down sharply.</p><p><img src=\"https://static.tigerbbs.com/53cd853257d720ff2690ae0f3997148d\" tg-width=\"635\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p>This is consistent with the expectations of most institutions, that is, the main areas that will drive the recovery of the chip industry in 2023 will be the demand for automotive chips and enterprise chips. In a high interest rate environment and the withdrawal of liquidity by the Federal Reserve's shrinking balance sheet, the hot demand for consumer electronics is difficult to sustain. However, in the context of the global trend of intelligent electric vehicles and the transformation of enterprise clouds, the demand for automotive chips and enterprise server chips will continue to be strong.</p><p><img src=\"https://static.tigerbbs.com/af27c5feefc6551c724ebed4612090a9\" tg-width=\"592\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>Logic chips are widely used, such as PCs, smartphones and enterprise servers. It has become a market consensus that the demand for consumer electronics will be weak next year, and the demand for logic chips on the enterprise side will continue to be strong. This can also be seen from the optimistic outlook of Nvidia and AMD for server chips. It can also be seen that AMD predicted at its quarterly results meeting that the growth of the server market and strong demand for customized chips will help boost AMD's future performance. In this field, AMD's market share has risen from less than 1% to double-digit levels. Intel CEO Pat Gelsinger said that he expects demand in the server processor field to continue to be hot and fierce competition will continue.</p><p>It is understood that among the proportions of MCU and analog chips in different downstream products, automobiles have accounted for the highest proportion in recent years, followed by industrial uses, and the same is true for sensors and power chips. according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to the forecast data, global light vehicle production will show a steady upward trend until 2025. Volkswagen, the global automobile manufacturer, predicts that the shortage of automotive chips will last until at least 2023. Therefore, the trend of rising automotive chip volume and price next year has basically been established.</p><p><img src=\"https://static.tigerbbs.com/bf2b6a12975ff904b0fa0478d2a42c6c\" tg-width=\"1088\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p><b>Combined with the above outlook for the inventory cycle, this article concludes that the second half of 2023 will be a critical time point for the fundamentals of the chip industry to start a new round of substantial recovery. Therefore, for some investors who focus on ambush layout in advance, this can be described as the time when the marginal effect begins to appear, which is a good time for the so-called \"bargain hunting\".</b></p><p><b>Perhaps this is one of the important reasons why the \"stock god\" sees the right time to buy TSMC. According to the model calculated in this article, 2023Q2 is the time when the margin of passive destocking slows down, and the market often sets prices half a year in advance. This may be one of the reasons why the \"stock god\" sees the right time to open positions in the third quarter.</b></p><p>Market expectation data compiled by market research firm Yardeni shows that although analysts' \"confidence index based on profitability\" for the IT sector in the S&P 500 index is still seriously lower than in 2022, IT has shown a very obvious marginal improvement trend recently, which is basically consistent with this article's outlook for the industry recovery in the second half of 2023 of the inventory cycle-that is, the market has begun to price in advance the recovery expectation of 23H2.</p><p>The S&P 500 IT sector includes core constituent stocks of the Philadelphia Semiconductor Index such as Nvidia, AMD and Intel, and occupies the majority weight. Analysts expect a marginal recovery in the IT sector, which means that they are equally optimistic about IT hardware fields such as chips.</p><p><img src=\"https://static.tigerbbs.com/33fd83e9b68e56cde11dbb90649cf0eb\" tg-width=\"832\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p><b>Disturbance factors that still need to be vigilant</b></p><p><b>As far as the current situation is concerned, chip stocks are still in the left area and tend to bottom out. The current rebound of the Philadelphia Semiconductor Index is mainly due to the market's expectation that the chip industry will usher in an inflection point of recovery next year, and the index generally starts to pick up half a year in advance. The cooling of inflation expectations, the rising market expectations for the Fed's dovish turn, and the news that Buffett has opened a position in TSMC have made the benchmark index \"forced to advance\" the rebound time.</b></p><p>However, what needs to be vigilant is that in the context of the Federal Reserve's aggressive rate hike cycle, if the U.S. economy falls into a \"deep recession\" as defined by NBER next year, corporate profits will face a major negative impact, and chip industry giants may release \"destocking\" and \"performance falls short of expectations\". At that time, the market's expectations for H1 destocking and H2 industry recovery next year will also face revisions, and the Philadelphia Semiconductor Index may be adjusted again.</p><p>combine<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Waiting for the outlook of Wall Street banks for the U.S. economy, it is still a small probability event that the U.S. will fall into a full recession next year. Economists at Goldman Sachs predict that the possibility of a recession in the U.S. in the next 12 months is only 35%.</p><p>In addition, if the next inflation data in the United States is still not optimistic, the market's expectations for the Federal Reserve's \"dove turn\" may cool down significantly, and the Philadelphia Semiconductor Index will also face adjustments. However, the adjustment range under this disturbance factor may not be too large, or even difficult to fall below the previous low point, mainly because after many hawkish speeches by Fed officials, the market has largely priced this expectation of rate hike to 5%-5.25%. Unless the rate hike expectation heats up substantially (the current market rate hike expectation is between 4.75%-5.25%)-that is, it is expected to heat up above 5.25%, it is difficult for the index to plummet again due to rate hike factors.</p><p>So, for investors,<b>In addition to paying attention to the inflection point of industry fundamentals, the performance of key companies and the market's rate hike expectations of the Federal Reserve are two very critical factors affecting stock prices.</b></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>Pessimistic expectations have been digested! A good opportunity on the left side of chip stocks is coming</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\">\nPessimistic expectations have been digested! A good opportunity on the left side of chip stocks is coming\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time smaller\">2022-11-22 22:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Historical data shows that the market often starts pricing about half a year in advance, which coincides with the end of the third quarter of this year. This may be an important reason why the \"stock god\" sees the right time to open positions. Last week, \"Stock God\" Buffett<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>The latest 13F position report released by Hathaway shows that the agency opened new positions in chip manufacturing giants in the third quarter<a href=\"https://laohu8.com/S/TSM\">TSMC</a>, a total of about 60.06 million shares, with a market value of US $4.1 billion, accounting for 1.39% of the investment portfolio, ranking tenth among the stock gods' heavyweight stocks.</p><p>After the release of Berkshire Hathaway's 13F position report, TSMC rose by more than 10% as of yesterday. In the eyes of market observers, if this new position is led by Buffett personally, then the most important reason for his position in TSMC may lie in the following two points: one is to control pricing power, and the other is the company's ability to control costs. As a global chip TSMC, a well-deserved leader in manufacturing, undoubtedly meets these two business characteristics. At the same time, these two points are also important criteria for \"stock gods\" to choose stock targets for many years.</p><p>Focusing on the broader U.S. chip sector, some analysts believe that the Philadelphia Semiconductor Index, which can be called the \"global chip stock benchmark\", has been priced, and even overpriced the pessimistic expectations of the macro and industry. Therefore, as long as there is good news, an oversold rebound is possible at any time. May happen. This index covers<a href=\"https://laohu8.com/S/ASML\">ASML</a>, TSMC,<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>And<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The trend of top companies in the upper, middle and lower reaches of the global chip industry can basically reflect the financial market's confidence and valuation of global chip stocks.</p><p>Compared with the S&P 500 Index, the U.S. stock market, the Philadelphia Semiconductor Index, which covers the world's top chip companies, is much more cyclical than the S&P 500 Index. The magnitude of the decline far exceeds that of the broader market in the same period.</p><p><img src=\"https://static.tigerbbs.com/f8fa4a909451810274c6a25682db4233\" tg-width=\"1359\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/></p><p>Zhitong Finance APP noticed that since this year, the Philadelphia Semiconductor Index has fallen by as much as 33%, among which the three giants of PC chips:<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>Both fell nearly 50%. However, since the periodic low on October 13, the Philadelphia Semiconductor Index has rebounded by more than 23%, mainly driven by the rebound wave started by the cooling of inflation expectations in November. Among them, constituent stocks such as Nvidia have also performed relatively well.</p><p>Most investors agree with the above view: that is, the Philadelphia Semiconductor Index has priced in, even overpriced, pessimistic expectations-valuation collapses caused by the Fed's aggressive rate hike and high inflation, shrinking industry demand, and surging inventories.</p><p>However, more importantly, the fundamentals of the chip industry may usher in a major turning point next year. Historical data shows that the stock market tends to price the fundamentals at least half a year in advance. Perhaps this is also the important reason why the \"stock god\" sees the right time to buy TSMC. One of the reasons.</p><p><b>The top of inventory is gradually taking shape, and the recovery cycle is expected to start in the second half of 2023</b></p><p><b>After analyzing the inventory outlook and market expectation data, this article concludes that the chip industry is expected to start the passive destocking mode in Q3 of 2023, and 23Q4 is expected to shift from passive destocking to active replenishment to achieve both volume and price increases, another round of industry prosperity. The upward trend will start.</b></p><p><b>According to the model calculated in this article, 2023Q2 is the time when the pace of passive destocking slows down marginally. Historical data shows that the market often starts pricing half a year in advance, which coincides with the end of the third quarter of this year. This may be the reason why the \"stock god\" sees the right time to open positions. important reason. Therefore, for some investors who focus on ambush layout in advance, this can be said to be the time when the marginal recovery effect begins to appear, that is, a good time to buy bottoms.</b></p><p>The global chip industry inventory expectation index previously released by market research institutions shows that industry inventory will reach a phased high level in Q4 2022, corresponding to the active destocking stage in the inventory cycle. At this stage, inventory often reaches its peak and then begins to shrink.</p><p><img src=\"https://static.tigerbbs.com/8179f4425b8b798a75fae9c942c34b5e\" tg-width=\"850\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/></p><p>Combined with the semiconductor inventory level announced by Statistics Korea, it is more obvious that the inventory is on an upward trend in Q3. The Q4 data has not yet been released, but it is expected to form an inventory arc top. Korean owned<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>, SK Hynix are the two major global chip production leaders, and the country's economic development model is mainly export-based, so the inventory of Korean chip products can reflect the trend of global chip inventory.</p><p><img src=\"https://static.tigerbbs.com/5bfbb16476cf1607be633c29df196bec\" tg-width=\"568\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>So when will the inventory inflection point appear? As the leader in chip manufacturing, TSMC is interested in top chip companies in the Fabless model (such as AMD, Nvidia and Qualcomm, etc.), as well as consumer electronics companies that outsource production, such as<a href=\"https://laohu8.com/S/AAPL\">Apple</a>When the company's inventory level is well known, TSMC's outlook for product inventory can basically reflect the trend of product inventory in the entire chip industry, and historical data has proved this point many times.</p><p>TSMC's management predicted on the Q3 earnings call that chip industry inventories could peak as early as the third quarter of this year, or they could peak or begin to decrease in the fourth quarter, which will cause some pain to the entire supply chain. On top of that, management believes that the active adjustment period of product inventories will end in the first half of 2023.</p><p>Wall Street's outlook for industry inventories is almost the same as TSMC's. Wall Street<a href=\"https://laohu8.com/S/FISI\">Financial institution</a><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It is expected that the second half of 2023 will be an important time point for semiconductors to start the recovery cycle. \"We expect the semiconductor cycle to start a recovery in the second half of 2023 and recommend buying high-quality stocks on dips now. Among them, TSMC is our top pick,\" the agency said in a note released in October. And described TSMC as a \"enabler of future technologies.\"</p><p>The agency also predicts that the worst time point in the industry's inventory cycle will occur as early as the fourth quarter of this year and as late as the first quarter of next year, and stock prices tend to bottom out before the inflection point in the inventory cycle.</p><p><b>Through the recent recovery cycle of review's chip industry, it is found that it generally takes about 6 quarters from active destocking to active inventory replenishment. Combining the above data, this article's outlook for chip product inventory is as follows: Passive destocking will start in Q3 of 2023, and 23Q4 is expected to shift from passive destocking to active replenishment, and another round of upward trend in industry prosperity will begin.</b></p><p><img src=\"https://static.tigerbbs.com/1fadf15b6ce70201073cf20003762393\" tg-width=\"554\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p><b>Good news strikes, pessimistic expectations are gradually digested, and the market prices the fundamental inflection point in advance</b></p><p><b>According to the forecast data of many authoritative organizations, the prosperity of the chip industry is expected to continue in 2023, but unlike the industry prosperity triggered by PC equipment in the context of the outbreak of COVID-19 pandemic in the first half of 2021-2022, next year, especially the second half of next year, will be dominated by the automotive industry. Industry prosperity dominated by enterprise server demand.<a href=\"https://laohu8.com/S/F\">Ford</a>、<a href=\"https://laohu8.com/S/GM\">General Motors</a>, including ambitious electric vehicle transformation plans of traditional automakers such as Volkswagen and BMW, will also support the sales prospects of automotive chips such as analog chips and MCUs.</b></p><p><b>Through analysis, this article concludes that the second half of 2023 may be the time when the fundamentals of the chip industry start a new round of substantial recovery. However, the easing of inflation expectations in the United States, coupled with Buffett's latest position announcement of a new position in TSMC, catalyzed market sentiment and the rebound trend of the Philadelphia Semiconductor Index, making the upward trend of the overall industry stock price that should have started at the end of the year or early next year start ahead of schedule. At present, the pessimistic expectations of the market are gradually being digested-specifically, the market has basically digested the pessimistic scenario from Q3 to Q1 next year. Analysts' optimism about the industry has shown a marginal warming, and the market has priced the fundamental inflection point of the industry in advance.</b></p><p>Chips are an important underlying hardware for all walks of life around the world to transform to digital and intelligent business models in the future, and for mankind to realize the Internet of Everything scenario in the future. Therefore, it is difficult for the overall demand for chips to shrink sharply in the future. According to the forecast data of a number of authoritative market research institutions, the overall market size growth rate of the entire industry in 2023 may be difficult to reach the high growth level in 2022, but it will still be in a positive growth and prosperity situation. Market research organization IDC predicts that the chip market size including the memory chip field and IDM + Fabless manufacturers will grow by approximately 6% in 2023 compared with 2022.</p><p><img src=\"https://static.tigerbbs.com/1ab0116078ae97530e366195a3396fa4\" tg-width=\"778\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>According to the latest 2023 industry outlook data released by the World Organization for Semiconductor Trade Statistics (WSTS), the global semiconductor market size is expected to grow by 13.9% in 2022 and another 4.6% in 2023. Among them, the main growth areas are concentrated in analog chips, logic chips and MCU chips. The largest contributors to these markets have been concentrated in automobile manufacturers in recent years, while the growth rate of memory chips, mainly concentrated in consumer electronics fields such as PCs, has slowed down sharply.</p><p><img src=\"https://static.tigerbbs.com/53cd853257d720ff2690ae0f3997148d\" tg-width=\"635\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p>This is consistent with the expectations of most institutions, that is, the main areas that will drive the recovery of the chip industry in 2023 will be the demand for automotive chips and enterprise chips. In a high interest rate environment and the withdrawal of liquidity by the Federal Reserve's shrinking balance sheet, the hot demand for consumer electronics is difficult to sustain. However, in the context of the global trend of intelligent electric vehicles and the transformation of enterprise clouds, the demand for automotive chips and enterprise server chips will continue to be strong.</p><p><img src=\"https://static.tigerbbs.com/af27c5feefc6551c724ebed4612090a9\" tg-width=\"592\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>Logic chips are widely used, such as PCs, smartphones and enterprise servers. It has become a market consensus that the demand for consumer electronics will be weak next year, and the demand for logic chips on the enterprise side will continue to be strong. This can also be seen from the optimistic outlook of Nvidia and AMD for server chips. It can also be seen that AMD predicted at its quarterly results meeting that the growth of the server market and strong demand for customized chips will help boost AMD's future performance. In this field, AMD's market share has risen from less than 1% to double-digit levels. Intel CEO Pat Gelsinger said that he expects demand in the server processor field to continue to be hot and fierce competition will continue.</p><p>It is understood that among the proportions of MCU and analog chips in different downstream products, automobiles have accounted for the highest proportion in recent years, followed by industrial uses, and the same is true for sensors and power chips. according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to the forecast data, global light vehicle production will show a steady upward trend until 2025. Volkswagen, the global automobile manufacturer, predicts that the shortage of automotive chips will last until at least 2023. Therefore, the trend of rising automotive chip volume and price next year has basically been established.</p><p><img src=\"https://static.tigerbbs.com/bf2b6a12975ff904b0fa0478d2a42c6c\" tg-width=\"1088\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p><b>Combined with the above outlook for the inventory cycle, this article concludes that the second half of 2023 will be a critical time point for the fundamentals of the chip industry to start a new round of substantial recovery. Therefore, for some investors who focus on ambush layout in advance, this can be described as the time when the marginal effect begins to appear, which is a good time for the so-called \"bargain hunting\".</b></p><p><b>Perhaps this is one of the important reasons why the \"stock god\" sees the right time to buy TSMC. According to the model calculated in this article, 2023Q2 is the time when the margin of passive destocking slows down, and the market often sets prices half a year in advance. This may be one of the reasons why the \"stock god\" sees the right time to open positions in the third quarter.</b></p><p>Market expectation data compiled by market research firm Yardeni shows that although analysts' \"confidence index based on profitability\" for the IT sector in the S&P 500 index is still seriously lower than in 2022, IT has shown a very obvious marginal improvement trend recently, which is basically consistent with this article's outlook for the industry recovery in the second half of 2023 of the inventory cycle-that is, the market has begun to price in advance the recovery expectation of 23H2.</p><p>The S&P 500 IT sector includes core constituent stocks of the Philadelphia Semiconductor Index such as Nvidia, AMD and Intel, and occupies the majority weight. Analysts expect a marginal recovery in the IT sector, which means that they are equally optimistic about IT hardware fields such as chips.</p><p><img src=\"https://static.tigerbbs.com/33fd83e9b68e56cde11dbb90649cf0eb\" tg-width=\"832\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p><b>Disturbance factors that still need to be vigilant</b></p><p><b>As far as the current situation is concerned, chip stocks are still in the left area and tend to bottom out. The current rebound of the Philadelphia Semiconductor Index is mainly due to the market's expectation that the chip industry will usher in an inflection point of recovery next year, and the index generally starts to pick up half a year in advance. The cooling of inflation expectations, the rising market expectations for the Fed's dovish turn, and the news that Buffett has opened a position in TSMC have made the benchmark index \"forced to advance\" the rebound time.</b></p><p>However, what needs to be vigilant is that in the context of the Federal Reserve's aggressive rate hike cycle, if the U.S. economy falls into a \"deep recession\" as defined by NBER next year, corporate profits will face a major negative impact, and chip industry giants may release \"destocking\" and \"performance falls short of expectations\". At that time, the market's expectations for H1 destocking and H2 industry recovery next year will also face revisions, and the Philadelphia Semiconductor Index may be adjusted again.</p><p>combine<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Waiting for the outlook of Wall Street banks for the U.S. economy, it is still a small probability event that the U.S. will fall into a full recession next year. Economists at Goldman Sachs predict that the possibility of a recession in the U.S. in the next 12 months is only 35%.</p><p>In addition, if the next inflation data in the United States is still not optimistic, the market's expectations for the Federal Reserve's \"dove turn\" may cool down significantly, and the Philadelphia Semiconductor Index will also face adjustments. However, the adjustment range under this disturbance factor may not be too large, or even difficult to fall below the previous low point, mainly because after many hawkish speeches by Fed officials, the market has largely priced this expectation of rate hike to 5%-5.25%. Unless the rate hike expectation heats up substantially (the current market rate hike expectation is between 4.75%-5.25%)-that is, it is expected to heat up above 5.25%, it is difficult for the index to plummet again due to rate hike factors.</p><p>So, for investors,<b>In addition to paying attention to the inflection point of industry fundamentals, the performance of key companies and the market's rate hike expectations of the Federal Reserve are two very critical factors affecting stock prices.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电","NVDA":"英伟达","ASML":"阿斯麦","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108035622","content_text":"历史数据显示市场往往提前半年左右开始定价，正好对应今年第三季度末，这或许是“股神”瞅准时机建仓的重要原因。在上周，“股神”巴菲特旗下伯克希尔哈撒韦公布的最新13F持仓报告显示，该机构在第三季度新建仓芯片制造巨头台积电，共计约6006万股，持仓市值达41亿美元，占投资组合比例为1.39%，位列股神重仓股的第十位。伯克希尔哈撒韦13F持仓报告公布后，台积电截至昨日总计涨超10%。在市场观察人士看来，如果这次新建仓是巴菲特个人所主导，那么他建仓台积电的最重要原因可能在于以下两点：一是掌握定价权，二是企业控制成本的能力，而作为全球芯片制造当之无愧龙头的台积电毫无疑问符合这两项商业特征。同时，这两点这也是“股神”多年来选择股票标的的重要判断标准。着眼于更广泛的美股芯片板块，一些分析人士认为，堪称“全球芯片股基准”的费城半导体指数已经定价，甚至过度定价了宏观和行业的悲观预期，因此只要存在利好消息，超跌反弹随时有可能发生。该指数覆盖阿斯麦、台积电、应用材料和高通等处于全球芯片行业上中下游的顶级企业，其走势基本上能够反映出金融市场对于全球芯片股的信心和估值。与美股大盘——标普500指数相比，覆盖全球顶级芯片企业的费城半导体指数周期性远强于标普500指数，往往先于大盘见阶段性顶部，且在行业内下行周期中遭遇市场杀跌的幅度远超同期大盘。智通财经APP注意到，自今年以来，费城半导体指数跌幅高达33%，其中PC芯片三大巨头：英伟达、AMD和英特尔均跌近50%。不过，自10月13日的阶段性低点以来，费城半导体指数已反弹超23%，主要由11月通胀预期降温开启的反弹浪潮所推动，其中英伟达等成分股涨幅也表现相对亮眼。大部分投资者认同上述观点：即费城半导体指数已经定价，甚至过度定价了悲观预期——美联储激进加息和高通胀引发的估值坍塌、行业需求缩减、库存激增。不过，更重要的是芯片行业的基本面可能在明年将迎来重大转折点，历史数据显示股票市场往往会提前至少半年对基本面进行定价，或许这也是“股神”瞅准时机买入台积电的重要原因之一。库存顶部逐渐成型，2023年下半年有望开启复苏周期本文通过对库存展望以及市场预期数据进行分析后，总结出芯片行业有望在2023年Q3被动去库存模式开启，23Q4有望从被动去库存转向主动补库存进而实现量价齐升，又一轮行业景气度上行趋势将开启。按照本文推算的模型，2023Q2正是被动去库存步伐边际放缓的时间点，历史数据显示市场往往提前半年开始定价，正好对应今年第三季度末，这或许是“股神”瞅准时机建仓的重要原因。因此对于一些专注于提前埋伏布局的投资者来说，这可谓是边际回暖效应开始显现的时机，也就是抄底的好时机。市场调研机构此前公布的全球芯片行业库存预期指数显示，2022年Q4行业库存将达到阶段性高水平，对应库存周期中的主动去库存阶段，此阶段往往库存达到峰值，此后开始缩减。再结合韩国统计局公布的半导体库存水平，更明显能够看出库存在Q3处于上升趋势，Q4数据还未公布，但预计有望形成库存弧顶。韩国拥有三星电子、SK海力士两大全球芯片生产龙头，且国家经济发展模式以出口模式为主，因此韩国芯片产品库存能够反映出全球芯片库存趋势。那么库存拐点何时出现?台积电作为芯片制造龙头，对于Fabless模式的顶级芯片公司(如AMD、英伟达和高通等)，以及外包生产的消费电子公司，如苹果等公司的库存水平了如指掌，台积电对于产品库存的展望基本上能够反映整个芯片行业产品库存的趋势，历史数据也多次证明了这一点。台积电的管理层在Q3业绩电话会议上预计，芯片行业库存最早可能在今年第三季度达到顶峰，也可能在第四季度见顶或开始减少，届时将给整个供应链带来一些痛苦。最重要的是，管理层认为产品库存的主动调整期将在 2023上半年结束。华尔街对于行业库存的展望与台积电相差无几。华尔街金融机构摩根士丹利预计，2023年下半年将是半导体开启复苏周期的重要时间点。“我们预计 2023年下半年半导体周期将开启复苏，并建议现在逢低买入优质股票。其中，台积电是我们的首选。”该机构在10月份发布的一份报告中表示。并且将台积电描述为“未来技术的推动者”。该机构还预计，行业库存周期的最糟糕时间点最早出现在今年的第四季度，最晚出现在明年第一季度，而股价往往在库存周期出现拐点之前触底。通过复盘芯片行业近期的复苏周期发现，从主动去库存到主动补库存一般来说是6个季度左右。结合以上数据，本文对于芯片产品库存展望如下：在2023年Q3被动去库存开启，23Q4有望从被动去库存转向主动补库存，又一轮行业景气度上行趋势开启。利好来袭，悲观预期逐渐被消化，市场提前定价基本面拐点根据多家权威机构预测数据，2023年芯片行业繁荣有望延续，不过与2021-2022年上半年由新冠疫情爆发背景下PC设备引发的行业繁荣不同，明年，尤其是明年下半年将是由汽车行业和企业端服务器需求主导的行业繁荣。福特、通用汽车，包括大众和宝马等传统汽车制造商雄心勃勃的电动汽车转型计划也将支撑模拟芯片和MCU等汽车芯片销售前景。本文通过分析得出2023年下半年或将是芯片行业基本面开启新一轮实质性复苏的时间点。但是，美国通胀预期缓解，加上巴菲特最新持仓公布新建仓台积电，催化了市场情绪以及费城半导体指数反弹趋势，使得本应在年底或明年初开启的整体行业股价上行趋势提前开启。目前市场的悲观预期逐渐被消化——具体表现在市场已基本消化Q3 —明年Q1的悲观情景，分析师们对于行业的乐观情绪呈现出边际升温，市场已提前定价行业的基本面拐点。芯片是未来全球各行各业向数字化、智能化经营模式转型，以及人类未来实现万物互联场景的重要底层硬件，因此芯片在未来的总体需求难以出现急剧缩减。根据多家权威性市场调研机构的预测数据，2023年全行业整体市场规模增速可能难以触及2022年的高增长水平，但仍将处于正增长繁荣局面。市场调研机构IDC预测，2023年包含存储芯片领域和IDM+Fabless厂商的芯片市场规模相比2022年将增长大约6%。世界半导体贸易统计组织(WSTS)公布的最新2023年行业展望数据显示，全球半导体市场规模预计到2022年将增长 13.9%，到2023年将再增长4.6%。其中，主要增长领域集中在模拟芯片、逻辑芯片和MCU芯片，这些市场最大贡献者近几年集中在汽车厂商，而主要集中在PC等消费电子领域的存储芯片增速则急剧放缓。这与多数机构的预期一致，即2023年带动芯片行业复苏的主要领域集中在汽车芯片与企业端芯片需求。在高利率环境，加上美联储缩表抽走流动性，消费电子火热需求难以持续，不过全球电动汽车智能化趋势以及企业云转型背景下，汽车芯片和企业服务器芯片需求仍将持续强劲。逻辑芯片应用非常广泛，比如PC、智能手机和企业端服务器等，明年消费电子需求疲软已成市场共识，而企业端对于逻辑芯片的需求持续强劲，这一点从英伟达和AMD对于服务器芯片的乐观展望也能够窥见，AMD在季度业绩会议上预计，服务器市场的增长和对定制化芯片的强劲需求将有助于提振AMD未来业绩。在这一领域，AMD的市场份额已经从不足1%上升到两位数级别，英特尔CEO Pat Gelsinger表示，他预计服务器处理器领域的需求持续火热，激烈竞争将持续下去。据了解，MCU与模拟芯片在不同下游产品占比中，近几年来占比最高的是汽车，其次是工业用途，传感器和功率类芯片同样如此。根据标普全球的预测数据，直到2025年之前全球轻型汽车产量呈现出稳步上升趋势，全球汽车制造龙头大众汽车预计汽车芯片短缺将至少持续到2023年，因此明年汽车芯片量价齐升趋势基本上已确立。再结合上文对于库存周期的展望，本文推断2023年下半年将是芯片行业基本面开启新一轮实质性复苏的关键时间点。因此对于一些专注于提前埋伏布局的投资者来说，这可谓是边际效应开始显现的时机，也就是所谓“抄底”的好时机。或许这也是“股神”瞅准时机买入台积电的重要原因之一。按照本文推算的模型，2023Q2正是被动去库存边际放缓的时间点，市场往往提前半年定价，这可能是“股神”瞅准时机在第三季度建仓的原因之一。市场研究机构Yardeni统计的市场预期数据显示，虽然分析师们对于标普500指数中的IT板块“基于盈利水平的信心指数”仍然严重低于2022年，但近期已经呈现出非常很明显的边际改善趋势，这点与本文对于库存周期的2023下半年行业复苏的展望基本上一致——即市场开始提前定价23H2的复苏预期。标普500 IT板块包含英伟达、AMD和英特尔等费城半导体指数核心成分股，且占据多数权重，分析师们对IT板块预期边际回暖意味着对芯片等IT硬件领域预期同样乐观。仍需警惕的扰动因素就目前形势看来，芯片股仍然处于偏左区域，且倾向于磨底的阶段。目前费城半导体指数的反弹主要因市场对于芯片行业明年将迎来复苏拐点的预期，而该指数一般提前半年开始回暖。通胀预期降温、市场对美联储的转鸽预期升温，以及巴菲特建仓台积电消息出炉更是使得该基准指数的反弹时间点“被迫提前”。但是，需要警惕的是，在美联储激进加息周期背景下，若美国经济明年陷入NBER所定义的“深层次衰退”，企业盈利将面临重大负面冲击，芯片行业巨头或将释放出“去库存”和“业绩不及预期”的信号，届时市场对于明年H1去库存和H2行业复苏的预期也将面临修正，届时费城半导体指数或将再度调整。结合高盛等华尔街大行对于美国经济展望，美国明年全面陷入经济衰退仍然是小概率事件，高盛的经济学家们预计美国未来12个月出现衰退的可能性仅为35%。另外，如果美国接下来的通胀数据仍然不乐观，市场对于美联储“转鸽”预期或将大幅降温，届时费城半导体指数也面临调整。不过，这一扰动因素下的调整幅度可能不会太大，甚至难以跌破上一阶段性低点，主要因为在美联储官员多次发表鹰派讲话后，市场已经很大程度上定价了加息至5%-5.25%的这一预期，除非加息预期实质性升温(目前市场加息预期介乎于4.75%-5.25%)——即预期升温至5.25%以上，否则该指数很难因加息因素再度出现暴跌行情。因此，对于投资者来说，除了关注行业基本面拐点，重点企业的业绩和市场对美联储的加息预期为影响股价的两大非常关键因素。","news_type":1,"symbols_score_info":{"ASML":0.9,"TSM":0.9,"INTC":0.9,"NVDA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":4684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984566745,"gmtCreate":1667694004787,"gmtModify":1676537951899,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984566745","repostId":"1171406492","repostType":4,"repost":{"id":"1171406492","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":1667194500,"share":"https://ttm.financial/m/news/1171406492?lang=en_US&edition=fundamental","pubTime":"2022-10-31 13:35","market":"hk","language":"zh","title":"Reminder: When the United States enters winter from November 6, the opening of U.S. stocks will be delayed by one hour","url":"https://stock-news.laohu8.com/highlight/detail?id=1171406492","media":"老虎资讯综合","summary":"美国2022年冬令时将于2022年11月6日当地时间早上02：00（北京时间15：00）开始，至2023年3月12日当地时间早上02：00（北京时间15：00）结束，届时美国股票市场的常规交易时段对应","content":"<p><html><head></head><body>The 2022 winter time in the United States will start at 02:00 a.m. local time on November 6, 2022 (15:00 Beijing time) and end at 02:00 a.m. local time on March 12, 2023 (15:00 Beijing time). At that time, the Beijing time corresponding to the regular trading session of the U.S. stock market will be postponed by one hour, and will change from 22:30 a.m. Monday to Friday to 5:00 a.m. the next day; November 7 is the first trading day for U.S. stocks after entering winter time.</p><p><img src=\"https://static.tigerbbs.com/2fc66d2a201150ba1433d6859e54ee39\" tg-width=\"1080\" tg-height=\"1080\" width=\"100%\" height=\"auto\"/></p><p><b>Trading hours</b></p><p>EST: 9:30 ~ 16:00 Beijing time: 22:30 ~ 5:00 the next day</p><p><b>Pre-market trading hours</b></p><p>EST: 4:00 ~ 9:30 Beijing Time: 17:00 ~ 22:30</p><p><b>After-hours trading hours</b></p><p>Eastern Time: 16:00 ~ 20:00 Beijing Time: 5:00 ~ 9:00</p><p>(Note: Winter season is from the first Sunday in November to the second Sunday in March of the following year.)</p><p><img src=\"https://static.tigerbbs.com/e2773028f257c91524ed0ae1a4ce270a\" tg-width=\"674\" tg-height=\"365\" 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>Reminder: When the United States enters winter from November 6, the opening of U.S. stocks will be delayed by one hour</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\">\nReminder: When the United States enters winter from November 6, the opening of U.S. stocks will be delayed by one hour\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\">2022-10-31 13:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The 2022 winter time in the United States will start at 02:00 a.m. local time on November 6, 2022 (15:00 Beijing time) and end at 02:00 a.m. local time on March 12, 2023 (15:00 Beijing time). At that time, the Beijing time corresponding to the regular trading session of the U.S. stock market will be postponed by one hour, and will change from 22:30 a.m. Monday to Friday to 5:00 a.m. the next day; November 7 is the first trading day for U.S. stocks after entering winter time.</p><p><img src=\"https://static.tigerbbs.com/2fc66d2a201150ba1433d6859e54ee39\" tg-width=\"1080\" tg-height=\"1080\" width=\"100%\" height=\"auto\"/></p><p><b>Trading hours</b></p><p>EST: 9:30 ~ 16:00 Beijing time: 22:30 ~ 5:00 the next day</p><p><b>Pre-market trading hours</b></p><p>EST: 4:00 ~ 9:30 Beijing Time: 17:00 ~ 22:30</p><p><b>After-hours trading hours</b></p><p>Eastern Time: 16:00 ~ 20:00 Beijing Time: 5:00 ~ 9:00</p><p>(Note: Winter season is from the first Sunday in November to the second Sunday in March of the following year.)</p><p><img src=\"https://static.tigerbbs.com/e2773028f257c91524ed0ae1a4ce270a\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2773028f257c91524ed0ae1a4ce270a","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171406492","content_text":"美国2022年冬令时将于2022年11月6日当地时间早上02：00（北京时间15：00）开始，至2023年3月12日当地时间早上02：00（北京时间15：00）结束，届时美国股票市场的常规交易时段对应的北京时间延后1小时，即将变为周一至周五22：30到次日凌晨5：00；11月7日为进入冬令时后美股的首个交易日。交易时间美国东部时间：9：30~16：00 北京时间：22：30~次日5：00盘前交易时间美国东部时间：4：00~9：30 北京时间：17：00~22：30盘后交易时间美国东部时间：16：00~20：00 北京时间：5：00~9：00（注：冬令时为每年11月的第一个星期日至次年3月的第二个星期日。）","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981978571,"gmtCreate":1666395407694,"gmtModify":1676537750503,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981978571","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":4379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983483171,"gmtCreate":1666308496193,"gmtModify":1676537737352,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"🤦‍♂️","listText":"🤦‍♂️","text":"🤦‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983483171","repostId":"1141218346","repostType":4,"isVote":1,"tweetType":1,"viewCount":4399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983907120,"gmtCreate":1666135621360,"gmtModify":1676537710061,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983907120","repostId":"2271572354","repostType":4,"repost":{"id":"2271572354","kind":"highlight","weMediaInfo":{"introduction":"有视角的商业资讯交流平台","home_visible":1,"media_name":"虎嗅APP","id":"101","head_image":"https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d"},"pubTimestamp":1664497320,"share":"https://ttm.financial/m/news/2271572354?lang=en_US&edition=fundamental","pubTime":"2022-09-30 08:22","market":"us","language":"zh","title":"Tesla's price cut is imminent, XPeng's ideal is completely panicked","url":"https://stock-news.laohu8.com/highlight/detail?id=2271572354","media":"虎嗅APP","summary":"中国造车新势力们需要用户更认可的故事和标签。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, it's time to start \"rolling\".</p><p>Huxiu Automobile recently learned exclusively through multiple sources that Tesla's domestically produced models Model 3 and Model Y will undergo significant price cuts. Sources told Huxiu Automobile that the price reduction of Tesla's main model Model Y in China is expected to reach up to 40,000 yuan, and the starting price of the Model Y rear-wheel drive model may eventually drop to 270,000 to 290,000 yuan.</p><p>I don't know when it started. In the narrative system of the new local car-making forces, everyone seems to no longer think that Tesla is a competitor. But in fact, the price changes of the global electric vehicle giant's models will still have a drastic impact on the entire market.</p><p><b>Especially when the price of its products is reduced</b>。<img src=\"https://static.tigerbbs.com/d8596b03ad974c608516cf37fbb48212\" tg-width=\"1000\" tg-height=\"475\" referrerpolicy=\"no-referrer\"/>In fact, the news that Tesla is \"about to cut prices\" has already had a certain degree of impact on the pricing strategy and rhythm of new product releases by XPeng and Ideal. The former significantly revised the SKU on the second day after the launch of the new car G9, while the latter mass-produced the replacement product L8 of Ideal ONE nearly a year ahead of schedule.</p><p>Despite the changes, Tesla is still<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>The benchmark for smart electric vehicles. But when the eldest brothers in the lead were forced into a hurry and broke out in a \"Jedi counterattack\", their strength was beyond the ability of ordinary \"younger brothers\".</p><p><b>Tesla cuts prices: 3 and Y won't work?</b></p><p>\"According to our research data, the average number of users entering Tesla stores has dropped by 50% recently compared with April and May this year, from 30 to 35 batches per day to 15 to 17 batches.\" Sun Shaojun, founder of car fans, told the author,<b>\"The development of independent brands is too fast, pushing Tesla into a corner.\"</b></p><p>Judging from the pick-up cycle of Model 3 and Y, the data is indeed true. Domestic Tesla, which used to have to wait 4 or 5 months to pick up the car, has now compressed the pick-up cycle to about 100 days. In fact, the Model Y rear-wheel drive version (lowest configuration), which starts at 316,900 yuan, has a waiting time of only 18 days to pick up the car.<img src=\"https://static.tigerbbs.com/e0ea9078275a4b99a7711a49090062f6\" tg-width=\"1000\" tg-height=\"642\" referrerpolicy=\"no-referrer\"/>Image source: @ Zhu Yulong Zhihu Column: Automotive Electronics Design</p><p>In fact, Tesla has been cutting prices in disguise since September 16. The company announced on the same day that all new cars, show cars and non-new (i.e. test drive) Model 3 and Model Y owners delivered from September 16th to 30th can pay the final payment as long as they purchase full insurance in the store. Enjoy a discount of 8,000 yuan when paying. At that time, Tiger Sniff Automobile interviewed industry personnel, and they analyzed that the main purpose of this method was to \"grab customers from scalpers, and use discounts to urge users who placed orders to pay the final payment as soon as possible, so that orders can be converted.\"</p><p><b>Looking at it now, this move is also likely to be Tesla testing the waters for the upcoming sharp price cut.</b>After all, Tesla's sales in China in the second quarter of this year have dropped from 310,000 vehicles in the first quarter to 254,700 vehicles, a decrease of 18%. In particular, the main model Model 3, nationwide sales from January to August this year were 68,120 units, a year-on-year decrease of 26.5%. In August, the insurance volume of this car was only 3,847.</p><p>However, in the Chinese market, SUV is the dominant model, and the same is true for Tesla. In the Chinese market, a total of 174,000 Model Y vehicles were delivered from January to August this year, nearly three times that of Model 3, and it plays the important role of Tesla China's \"cash cow\". For a long time, compared with the electric vehicle Jikrypton 001, which also belongs to this price range,<a href=\"https://laohu8.com/S/NIO\">Nio</a>ES6/EC6, and even extended range models such as Ideal ONE<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>As far as cars are concerned, they all exist as strong rivals.<b>Of course, Model Y has also been \"rolled up\" by these later models.</b></p><p>Nowadays, with the news that Model Y is about to cut prices, many new energy car companies are likely to be studying how to adjust their sales policies. In fact, this speculation is not groundless. After all, in 2019<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>The price was not released when the EC6 was released. At that time, Nio President Qin Lihong claimed, \"There will be a new car as excellent as the Tesla Model Y on the market next year. Please allow us to retain some flexibility.\"</p><p>However, the main models of Nio SUVs on sale have now reached the price range of more than 350,000, and the ET5 and ET7 are both cars. The price reduction of Model Y will not be very lethal to Nio in the short term.</p><p>However, XPeng was completely panicked.</p><p><b>Panicked XPeng and G9's divine operation</b></p><p>On September 21, the long-awaited XPeng G9 was officially launched, with a price range spanning 309,900 to 469,900 yuan. For XPeng, G9 is the company's well-deserved flagship model in terms of product level, intelligent configuration, price and positioning. However, it is this car,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Significantly revised the G9's SKU within 48 hours of its launch. Not only have the \"beggar version\" models been cut off, but even the configurations, discounts and names of all models have been changed.</p><p><img src=\"https://static.tigerbbs.com/13150e8f26a04932b6808c48607b3f1f\" tg-width=\"1000\" tg-height=\"1120\" referrerpolicy=\"no-referrer\"/>The reason is that there is a big problem with XPeng's own product pricing strategy.</p><p>In this regard, Sun Shaojun shared with the author the data feedback collected by the car fans team from the first-line sales of XPeng vehicles: the number of vehicles from small to large vehicles was 3,000 within 12 hours, accounting for only about 10% of the overall order volume.</p><p>\"Frankly speaking, this amount is not enough. The average car company has 20 ~ 30%.\" Sun Shaojun told the author, \"What's even more terrible is that there has been a clear refund, accounting for about 7 ~ 8% of the overall proportion. The SKU of G9 obviously failed, and the manufacturer panicked.\"</p><p><b>He XPeng also \"panicked\".</b>At the media communication meeting on the morning of the second day of the press conference, He XPeng, who hardly slept, told the media that he would push the internal team within 1 ~ 2 days to make adjustments to the feedback from users. On the afternoon of September 23, XPeng Motors released the above-mentioned price adjustment plan. The 570G version, which cannot be equipped with music cockpit and XNGP, has been removed, and other categories of models have also undergone price reductions and configuration upgrades to varying degrees.<img src=\"https://static.tigerbbs.com/fffdf834aea646fd89c2235b14fb0753\" tg-width=\"816\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/>\"The configuration released for the first time of G9 did not conduct sufficient research on user needs, resulting in misjudgment.\" Sun Shaojun said, \"The marketing team tried to use single and dual motor solutions to cover car buyers with a budget of 330,000 to 440,000 yuan, and used two optional packages to increase the premium. However, most of the configurations promoted by XPeng in the early days include 4C ultra-fast charging, XNGP assisted driving and music cockpit that need to be optional, which goes against user expectations.\"</p><p><b>Fortunately, He XPeng didn't have too much luck.</b>Driven by himself, XPeng completed the almost unprecedented big move of \"changing the SKU on the third day of the press conference\" in the automobile industry, and the G9 was \"redeemed\". However, with the upcoming price cut of Tesla Model Y, the next difficulty for XPeng Motors is just around the corner.</p><p>According to XPeng Motor's 2021 mid-year financial report, although the company's automobile sales revenue increased by 118% year-on-year in the first half of the year, its loss expanded by 122.21% year-on-year, and its net loss reached 4.402 billion yuan. Among them, the gross profit from car sales was 9.7%, compared with 10.6% in the same period last year.</p><p>Therefore, G9 has become a battle that XPeng can't lose. After all, its main model, P7, is approaching replacement, and its sales have declined for three consecutive months. The P5 was jointly surrounded by Leapao C01 and Changan Deep Blue in the market below 200,000 yuan. XPeng, which has the lowest average selling price among the top three new car-making forces, is not optimistic about the future.</p><p><b>Write at the end</b></p><p>In fact, XPeng is not the only one who has a hard time. Wei Xiaolidang has always<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The ideal of self-assumption, the recent days are equally bad.</p><p>After experiencing the two storms of the decline in sales of the Ideal ONE and the imminent discontinuation of production, and the rumored failure of the L9 air suspension, the upcoming price cut of the Tesla Model Y has also become ONE of the reasons that forced the company to release the Ideal L8 in advance. In fact,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Li Xiang himself, the founder and CEO, was quite \"impatient\" to announce the product sizes of L8, L7 and even L6 in advance on his Weibo. Its directivity is obviously self-evident.</p><p><img src=\"https://static.tigerbbs.com/73d3de84eb744609858941e15bdcdd50\" tg-width=\"697\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>In fact, it's not just Wei Xiaoli, the chill Tesla has brought to China's smart car industry has also spread to other companies. A few days ago, Avita also recently launched new preferential policies. Whether they are users who have purchased the limited edition Avita 011 or the regular version Avita 11, everyone has obtained the rights of the first owner's lifetime free vehicle and three-electric warranty. On the latter, which is the main sales model, users also receive new rights of free high-level intelligent driving and personalized option funds.</p><p>Time has come to the present. At that time, the new Chinese car-making forces who once \"didn't take Tesla seriously\" in their own discourse system on the grounds of \"understanding the Chinese market better\" are facing the price reduction of Model Y. move. This can't help but make us think, after several years of development and competition, whether various new car-making forces have established a deeper brand moat besides \"cost performance\".</p><p>After all, Musk is an entrepreneur determined to make Tesla the \"Ford\" of the electric vehicle industry. In addition to cheaper prices and richer configurations, new Chinese car-making forces need stories and labels that are more recognized by users.</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's price cut is imminent, XPeng's ideal is completely panicked</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's price cut is imminent, XPeng's ideal is completely panicked\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/101\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">虎嗅APP </p>\n<p class=\"h-time smaller\">2022-09-30 08:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, it's time to start \"rolling\".</p><p>Huxiu Automobile recently learned exclusively through multiple sources that Tesla's domestically produced models Model 3 and Model Y will undergo significant price cuts. Sources told Huxiu Automobile that the price reduction of Tesla's main model Model Y in China is expected to reach up to 40,000 yuan, and the starting price of the Model Y rear-wheel drive model may eventually drop to 270,000 to 290,000 yuan.</p><p>I don't know when it started. In the narrative system of the new local car-making forces, everyone seems to no longer think that Tesla is a competitor. But in fact, the price changes of the global electric vehicle giant's models will still have a drastic impact on the entire market.</p><p><b>Especially when the price of its products is reduced</b>。<img src=\"https://static.tigerbbs.com/d8596b03ad974c608516cf37fbb48212\" tg-width=\"1000\" tg-height=\"475\" referrerpolicy=\"no-referrer\"/>In fact, the news that Tesla is \"about to cut prices\" has already had a certain degree of impact on the pricing strategy and rhythm of new product releases by XPeng and Ideal. The former significantly revised the SKU on the second day after the launch of the new car G9, while the latter mass-produced the replacement product L8 of Ideal ONE nearly a year ahead of schedule.</p><p>Despite the changes, Tesla is still<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>The benchmark for smart electric vehicles. But when the eldest brothers in the lead were forced into a hurry and broke out in a \"Jedi counterattack\", their strength was beyond the ability of ordinary \"younger brothers\".</p><p><b>Tesla cuts prices: 3 and Y won't work?</b></p><p>\"According to our research data, the average number of users entering Tesla stores has dropped by 50% recently compared with April and May this year, from 30 to 35 batches per day to 15 to 17 batches.\" Sun Shaojun, founder of car fans, told the author,<b>\"The development of independent brands is too fast, pushing Tesla into a corner.\"</b></p><p>Judging from the pick-up cycle of Model 3 and Y, the data is indeed true. Domestic Tesla, which used to have to wait 4 or 5 months to pick up the car, has now compressed the pick-up cycle to about 100 days. In fact, the Model Y rear-wheel drive version (lowest configuration), which starts at 316,900 yuan, has a waiting time of only 18 days to pick up the car.<img src=\"https://static.tigerbbs.com/e0ea9078275a4b99a7711a49090062f6\" tg-width=\"1000\" tg-height=\"642\" referrerpolicy=\"no-referrer\"/>Image source: @ Zhu Yulong Zhihu Column: Automotive Electronics Design</p><p>In fact, Tesla has been cutting prices in disguise since September 16. The company announced on the same day that all new cars, show cars and non-new (i.e. test drive) Model 3 and Model Y owners delivered from September 16th to 30th can pay the final payment as long as they purchase full insurance in the store. Enjoy a discount of 8,000 yuan when paying. At that time, Tiger Sniff Automobile interviewed industry personnel, and they analyzed that the main purpose of this method was to \"grab customers from scalpers, and use discounts to urge users who placed orders to pay the final payment as soon as possible, so that orders can be converted.\"</p><p><b>Looking at it now, this move is also likely to be Tesla testing the waters for the upcoming sharp price cut.</b>After all, Tesla's sales in China in the second quarter of this year have dropped from 310,000 vehicles in the first quarter to 254,700 vehicles, a decrease of 18%. In particular, the main model Model 3, nationwide sales from January to August this year were 68,120 units, a year-on-year decrease of 26.5%. In August, the insurance volume of this car was only 3,847.</p><p>However, in the Chinese market, SUV is the dominant model, and the same is true for Tesla. In the Chinese market, a total of 174,000 Model Y vehicles were delivered from January to August this year, nearly three times that of Model 3, and it plays the important role of Tesla China's \"cash cow\". For a long time, compared with the electric vehicle Jikrypton 001, which also belongs to this price range,<a href=\"https://laohu8.com/S/NIO\">Nio</a>ES6/EC6, and even extended range models such as Ideal ONE<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>As far as cars are concerned, they all exist as strong rivals.<b>Of course, Model Y has also been \"rolled up\" by these later models.</b></p><p>Nowadays, with the news that Model Y is about to cut prices, many new energy car companies are likely to be studying how to adjust their sales policies. In fact, this speculation is not groundless. After all, in 2019<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>The price was not released when the EC6 was released. At that time, Nio President Qin Lihong claimed, \"There will be a new car as excellent as the Tesla Model Y on the market next year. Please allow us to retain some flexibility.\"</p><p>However, the main models of Nio SUVs on sale have now reached the price range of more than 350,000, and the ET5 and ET7 are both cars. The price reduction of Model Y will not be very lethal to Nio in the short term.</p><p>However, XPeng was completely panicked.</p><p><b>Panicked XPeng and G9's divine operation</b></p><p>On September 21, the long-awaited XPeng G9 was officially launched, with a price range spanning 309,900 to 469,900 yuan. For XPeng, G9 is the company's well-deserved flagship model in terms of product level, intelligent configuration, price and positioning. However, it is this car,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Significantly revised the G9's SKU within 48 hours of its launch. Not only have the \"beggar version\" models been cut off, but even the configurations, discounts and names of all models have been changed.</p><p><img src=\"https://static.tigerbbs.com/13150e8f26a04932b6808c48607b3f1f\" tg-width=\"1000\" tg-height=\"1120\" referrerpolicy=\"no-referrer\"/>The reason is that there is a big problem with XPeng's own product pricing strategy.</p><p>In this regard, Sun Shaojun shared with the author the data feedback collected by the car fans team from the first-line sales of XPeng vehicles: the number of vehicles from small to large vehicles was 3,000 within 12 hours, accounting for only about 10% of the overall order volume.</p><p>\"Frankly speaking, this amount is not enough. The average car company has 20 ~ 30%.\" Sun Shaojun told the author, \"What's even more terrible is that there has been a clear refund, accounting for about 7 ~ 8% of the overall proportion. The SKU of G9 obviously failed, and the manufacturer panicked.\"</p><p><b>He XPeng also \"panicked\".</b>At the media communication meeting on the morning of the second day of the press conference, He XPeng, who hardly slept, told the media that he would push the internal team within 1 ~ 2 days to make adjustments to the feedback from users. On the afternoon of September 23, XPeng Motors released the above-mentioned price adjustment plan. The 570G version, which cannot be equipped with music cockpit and XNGP, has been removed, and other categories of models have also undergone price reductions and configuration upgrades to varying degrees.<img src=\"https://static.tigerbbs.com/fffdf834aea646fd89c2235b14fb0753\" tg-width=\"816\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/>\"The configuration released for the first time of G9 did not conduct sufficient research on user needs, resulting in misjudgment.\" Sun Shaojun said, \"The marketing team tried to use single and dual motor solutions to cover car buyers with a budget of 330,000 to 440,000 yuan, and used two optional packages to increase the premium. However, most of the configurations promoted by XPeng in the early days include 4C ultra-fast charging, XNGP assisted driving and music cockpit that need to be optional, which goes against user expectations.\"</p><p><b>Fortunately, He XPeng didn't have too much luck.</b>Driven by himself, XPeng completed the almost unprecedented big move of \"changing the SKU on the third day of the press conference\" in the automobile industry, and the G9 was \"redeemed\". However, with the upcoming price cut of Tesla Model Y, the next difficulty for XPeng Motors is just around the corner.</p><p>According to XPeng Motor's 2021 mid-year financial report, although the company's automobile sales revenue increased by 118% year-on-year in the first half of the year, its loss expanded by 122.21% year-on-year, and its net loss reached 4.402 billion yuan. Among them, the gross profit from car sales was 9.7%, compared with 10.6% in the same period last year.</p><p>Therefore, G9 has become a battle that XPeng can't lose. After all, its main model, P7, is approaching replacement, and its sales have declined for three consecutive months. The P5 was jointly surrounded by Leapao C01 and Changan Deep Blue in the market below 200,000 yuan. XPeng, which has the lowest average selling price among the top three new car-making forces, is not optimistic about the future.</p><p><b>Write at the end</b></p><p>In fact, XPeng is not the only one who has a hard time. Wei Xiaolidang has always<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The ideal of self-assumption, the recent days are equally bad.</p><p>After experiencing the two storms of the decline in sales of the Ideal ONE and the imminent discontinuation of production, and the rumored failure of the L9 air suspension, the upcoming price cut of the Tesla Model Y has also become ONE of the reasons that forced the company to release the Ideal L8 in advance. In fact,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Li Xiang himself, the founder and CEO, was quite \"impatient\" to announce the product sizes of L8, L7 and even L6 in advance on his Weibo. Its directivity is obviously self-evident.</p><p><img src=\"https://static.tigerbbs.com/73d3de84eb744609858941e15bdcdd50\" tg-width=\"697\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>In fact, it's not just Wei Xiaoli, the chill Tesla has brought to China's smart car industry has also spread to other companies. A few days ago, Avita also recently launched new preferential policies. Whether they are users who have purchased the limited edition Avita 011 or the regular version Avita 11, everyone has obtained the rights of the first owner's lifetime free vehicle and three-electric warranty. On the latter, which is the main sales model, users also receive new rights of free high-level intelligent driving and personalized option funds.</p><p>Time has come to the present. At that time, the new Chinese car-making forces who once \"didn't take Tesla seriously\" in their own discourse system on the grounds of \"understanding the Chinese market better\" are facing the price reduction of Model Y. move. This can't help but make us think, after several years of development and competition, whether various new car-making forces have established a deeper brand moat besides \"cost performance\".</p><p>After all, Musk is an entrepreneur determined to make Tesla the \"Ford\" of the electric vehicle industry. In addition to cheaper prices and richer configurations, new Chinese car-making forces need stories and labels that are more recognized by users.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec1d32bb3f54410a86ae574d58623a93","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271572354","content_text":"特斯拉，也要开始“卷”了。虎嗅汽车日前通过多方信源独家获悉，特斯拉国产车型Model 3和Model Y将进行大幅降价。有消息人士告诉虎嗅汽车，特斯拉在华主销车型Model Y的降价幅度最高有望达到4万元，最终Model Y后轮驱动型的起售价可能会降至27~29万元。不知何时开始，在本土造车新势力的叙事体系中，大家似乎已经不再认为特斯拉是竞争对手。但事实上，这家全球电动汽车巨头的车型价格变动，依旧会对整个市场造成剧烈影响。尤其是当其产品降价的时候。事实上，特斯拉“即将降价”的消息，已经对小鹏和理想两家企业新品发布的定价策略和节奏产生了一定程度的影响。前者在新车G9上市第二天就大幅修改了SKU，后者则提前了近一年时间量产理想ONE的换代产品L8。尽管风云变幻，特斯拉依旧是豪华智能电动汽车的标杆。但当带头大哥都被逼急并爆发出“绝地反击”后，其力量可不是一般的“小弟”能够承受的。特斯拉降价：3和Y不行了？“根据我们的调研数据，近期特斯拉门店的平均进店用户数量相比较今年4、5月份已经下降50%，由每天30~35批降到了15~17批”。车fans创始人孙少军对笔者说道，“自主品牌发展太快，给特斯拉逼到墙角了。”从Model 3和Y的提车周期上来看，数据确实如此。曾经动辄需要等待4、5个月提车的国产特斯拉，如今提车周期都已经被压缩到100天左右。实际上，起售价31.69万元的Model Y后轮驱动版（最低配），提车等待时间仅有18天。图片来源：@朱玉龙 知乎专栏：汽车电子设计事实上，特斯拉已经从9月16日开始变相降价了。该公司当天宣布，从9月16到30日之间所有交付的新车、展车和非全新（即试驾车）Model 3及Model Y车主，只要在店内购买了全险，都可以在尾款支付时享受8000元的优惠。彼时虎嗅汽车采访了行业人员，他们分析称该手段的主要目的在于“从黄牛手里抢客户，用优惠促使下定用户尽快支付尾款，让订单是实现转化。”而如今来看，此举也很可能是特斯拉在为即将到来的大幅降价做试水。毕竟，特斯拉今年二季度在中国销量已经由一季度的31万辆下滑至25.47万辆，下降比例高达18%。尤其是主力车型Model 3，今年1~8月全国销量为6.812万辆，同比下降26.5%。而在8月，这辆车的上险量仅为3847辆。不过在中国市场，SUV才是当家车型，放在特斯拉上亦是如此。在中国市场，今年1~8月Model Y共交付了17.4万辆，接近于Model 3的3倍，担当着特斯拉中国“现金奶牛”的重任。而这款车在很长一段时间内，对于同属该价格区间的电动车极氪001，蔚来ES6/EC6，乃至理想ONE这样的增程式智能汽车来说，都是作为强劲对手的存在。当然，Model Y也被后面这些车型“卷”得够呛。现如今，Model Y即将降价的消息传来，不少新能源车企很可能都在研究如何对销售政策进行调整。事实上这种推测并不是空穴来风，毕竟在2019年蔚来发布EC6时并没有发布价格。彼时蔚来总裁秦力洪声称，“明年还有特斯拉Model Y同样优秀的新车上市，请允许我们保留一些灵活性。”不过，现在蔚来SUV的主力在售车型已经到达了35万以上的价格区间，ET5和ET7则都是轿车，Model Y的降价短期内对蔚来的杀伤力并不大。然而，小鹏却彻底慌了。慌张的小鹏和G9的神操作9月21日，预热已久的小鹏G9正式上市，售价区间横跨30.99~46.99万元。对于小鹏而言，无论是产品级别、智能化配置，还是售价和定位，G9是该公司当之无愧的旗舰车型。然而就是这一辆车，小鹏汽车在其上市的48小时内就大幅修改G9的SKU。不仅把“乞丐版”的车型砍掉了，连所有车型的配置、优惠连同名字都给改了。究其原因，小鹏汽车本身的产品定价策略出了大问题。对此，孙少军对笔者分享了车fans团队搜集到来自小鹏汽车一线销售的数据反馈：由小定转大定的数量在12个小时之内有3000辆，仅占整体订单量的10%左右。“坦率来说，这个量很不够。一般的车企有20~30%。”孙少军对笔者说道，“更要命的是，出现了明确的退单，约占整体比例的7~8，G9的SKU明显失败，厂家慌了。”何小鹏也“慌了”。在发布会第二天早间的媒体沟通会上，几乎没睡的何小鹏对媒体称将会在1~2天内推动内部团队，针对用户反馈的问题进行调整。在9月23日下午，小鹏汽车就发布了上述价格调整方案。无法选配音乐座舱和XNGP的570G版本被拿掉，其他品类车型也进行了不同程度的降价和配置升级。“G9第一次发布的配置，没有针对用户需求进行充分的调研，因而产生了误判。”孙少军说道，“营销团队试图用单双电机方案来覆盖33到44万元预算的购车群体，并利用两个选配包来提升溢价。但早期小鹏宣传的包括4C超快充，XNGP辅助驾驶和音乐座舱等配置大多需要选配，这就违背了用户预期。”幸好，何小鹏并没有太多侥幸心理。在他本人的推动下，小鹏完成了汽车行业几乎前无古人的“发布会第三天改SKU”的大动作，G9获得了“救赎”。不过，随着特斯拉Model Y的即将降价，小鹏汽车的下一个难关已经近在眼前。根据小鹏汽车的2021年中财报显示，上半年公司尽管汽车销售收入同比上升了118%，但亏损却同比扩大了122.21%，净亏损额度达到了44.02亿元。其中，卖车的毛利为9.7%，去年同期则是10.6%。因此，G9已经成了小鹏不能输的一仗。毕竟其主力车型——P7已经临近换代，销量连续三个月下降。而P5则在20万元以下市场被零跑C01和长安深蓝联合围剿。造车新势力三强中平均售价最低的小鹏，未来不容乐观。写在最后其实，日子难过的何止是小鹏，蔚小理当中一贯以苹果自居的理想，最近的日子同样不妙。在经历了理想ONE销量下降并即将停产，L9空气悬架被传存在故障这两场风波后，特斯拉Model Y即将降价的风潮也成为了迫使该公司提前发布理想L8的原因之一。事实上，理想汽车创始人兼CEO——李想本人，都颇有些“迫不及待”地在其微博提前宣布了L8、L7乃至L6的产品尺寸。其指向性，显然不言而喻。其实不止是蔚小理，特斯拉为中国智能汽车产业带来的寒意，同样波及了其他公司。日前，阿维塔也在近期推出了新的优惠政策。不论是购买了限量版阿维塔011还是普通版阿维塔11的用户，大家都获得了首任车主终身免费整车和三电质保的权益。在作为主销车型的后者上，用户还获得了免费高级别智能驾驶和个性化选配基金的新权益。时间走到当下，彼时曾经以“更懂中国市场”为由，在自身话语体系中“不把特斯拉当回事”的中国造车新势力们，正在面对Model Y的降价纷纷闻风而动。这不禁让我们思考，经过几年的发展和竞争后，各家造车新势力到底有没有建立起除了“性价比”之外，更加深厚的品牌护城河。毕竟，人家马斯克是立志要把特斯拉做成电动汽车产业“福特”的企业家。除了更便宜的价格和更丰富的配置外，中国造车新势力们需要用户更认可的故事和标签。","news_type":1,"symbols_score_info":{"LI":0.6,"TSLA":1,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":1977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989514656,"gmtCreate":1666048944275,"gmtModify":1676537695891,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989514656","repostId":"1196156325","repostType":4,"repost":{"id":"1196156325","kind":"news","pubTimestamp":1666018983,"share":"https://ttm.financial/m/news/1196156325?lang=en_US&edition=fundamental","pubTime":"2022-10-17 23:03","market":"uk","language":"zh","title":"UK tax cuts make a U-turn!","url":"https://stock-news.laohu8.com/highlight/detail?id=1196156325","media":"国际金融报 ","summary":"由于英国新任财政大臣亨特（Jeremy Hunt）扭转了英首相特拉斯的经济增长计划，英国政府的债券、货币和股票于当地时间10月17日开始上涨，这是英国政治和市场数日动荡后的最新转折。据法新社报道，亨特","content":"<p><div>British government bonds, currencies and stocks began to rise on October 17, local time, as the new British Chancellor of the Exchequer Jeremy Hunt reversed British Prime Minister Truss's economic growth plan, the latest turning point after several days of British political and market turmoil. According to Agence France-Presse, Hunter announced on the 17th that he cancelled the debt-driven tax cut policy to further calm the market turmoil, which is another major change of the British government. \"We will roll back almost all of the tax measures we announced three weeks ago.\" Hunter said in a televised address that \"the most important goal for our country right now is stability.\" Also according to...</p><p><a href=\"https://mp.weixin.qq.com/s/KQ52V3AhBLgVhqHc2CGvNg\">Web link</a></div></p>","source":"gjjrb","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>UK tax cuts make a U-turn!</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\">\nUK tax cuts make a U-turn!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">国际金融报 </strong><span class=\"h-time small\">2022-10-17 23:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>British government bonds, currencies and stocks began to rise on October 17, local time, as the new British Chancellor of the Exchequer Jeremy Hunt reversed British Prime Minister Truss's economic growth plan, the latest turning point after several days of British political and market turmoil. According to Agence France-Presse, Hunter announced on the 17th that he cancelled the debt-driven tax cut policy to further calm the market turmoil, which is another major change of the British government. \"We will roll back almost all of the tax measures we announced three weeks ago.\" Hunter said in a televised address that \"the most important goal for our country right now is stability.\" Also according to...</p><p><a href=\"https://mp.weixin.qq.com/s/KQ52V3AhBLgVhqHc2CGvNg\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/KQ52V3AhBLgVhqHc2CGvNg\">国际金融报 </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05bdf200c4138336b0f7e4174ef1a988","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/KQ52V3AhBLgVhqHc2CGvNg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196156325","content_text":"由于英国新任财政大臣亨特（Jeremy Hunt）扭转了英首相特拉斯的经济增长计划，英国政府的债券、货币和股票于当地时间10月17日开始上涨，这是英国政治和市场数日动荡后的最新转折。据法新社报道，亨特于17日宣布取消了由债务推动的减税政策，以进一步平息市场动荡，这是英国政府的又一次重大转变。“我们将撤销三周前宣布的几乎所有税收措施。”亨特在电视讲话中说，“我们国家目前最重要的目标是稳定。”另据《华尔街日报》报道，亨特实际上放弃了首相特拉斯的标志性减税计划。亨特表示，为了恢复市场对英国经济的信心，有些税需要上调，公共开支需要削减。他认为，特拉斯举债支持减税来促进增长的计划是个错误。报道指出，这些自20世纪70年代以来最大规模的减税措施使市场“受到惊吓”，令保守党在民调中的支持率陡降。“通过增加借款和债务来为减税提供资金的做法行不通。”亨特说，“减税的前提是，政府能够负担得起相关资金。”声明发布后，英镑对美元汇率一度飙升1.4%至盘中高点，最后上涨不到1%，对欧元汇率则略低，与公告发布前大致相同。伦敦当日的富时100指数上涨0.5%，关注英国国内中型股的富时250指数表现优于欧洲同行，上涨1%。目前，市场对亨特的声明虽反应积极，但仍有声音担忧，该声明能否得到政府或保守党的支持？政策连续转弯，也让英国首相特拉斯的执政信誉受到重创，部分议员据称正在酝酿“逼宫”。“几乎所有减税措施被逆转”英国天空新闻网报道称，亨特在一份声明表示，在“迷你预算”政策中的“几乎所有”减税措施都被取消了。据报道，亨特取消了从明年4月起将个人所得税基本税率从20%下调至19%的计划。他说，基本税率将无限期地保持在20%，直到经济环境允许下调为止。亨特表示，没有哪个政府能够控制市场，但它可以为公共财政提供确定性。他说，他宣布的计划将在本月底全面财政计划公布之前避免不确定性，这将带来信心和稳定。能源方面，亨特称，措施中最大的单项支出是能源价格保障，这是一项里程碑式的政策，支持数百万人度过一个艰难的冬天。从明年4月开始，财政部将牵头进行一项评估，研究如何帮助家庭和企业解决能源账单问题。能源价格保障将于明年4月结束。他说：“我们的目标是设计一种新的方法，既节省纳税人的钱，又把援助的目标对准那些最需要帮助的人。”报道称，市场对亨特的声明反应积极，英镑兑美元延续了早盘的涨势。该声明还导致英国政府债券的利率(或收益率)下降，降低了政府借款的成本。英国广播公司(BBC)经济学编辑称，该声明不同寻常，这或许标志着英国经济史上最大的180度大转弯。该声明应该有助于恢复经济信誉，但这是一个如此大的政治转变，以至于人们怀疑整个内阁、政府和保守党是否会支持它，但这位新财政大臣要传达的信息是：别无选择。特拉斯能否度过危机？路透社称，该声明比原计划提前两周，亨特正在努力阻止投资者对特拉斯领导的政府信心急剧下降。自前不久接替被解职的克沃滕以来，亨特一直在努力改写特拉斯的经济计划。英国《金融时报》17日报道称，亨特承认，特拉斯政府9月出台的“迷你预算”政策“走得太远、太快”。他还批评前任克沃滕犯了两个重大“错误”，并称相关两项措施正在“被纠正”。目前，英国民众饱受通胀之苦，家庭能源账单将飙升至历史最高水平。分析人士指出，在物价全面上涨、民众生活成本飙升的背景下，政府大规模的减税措施将进一步刺激英国的通胀率。英国一位高级官员表示，“特拉斯做的显然还不够，接下来还会有更多的掉头和更多的痛苦。我不认为他们意识到了情况可能会变得更糟。”《金融时报》指出，任何更多的政府政策掉头都很可能进一步危及首相的地位。一些资深议会议员预测，她将难以渡过当前危机。有英媒指出，超100名保守党议员已经准备好本周提交针对特拉斯的不信任案。9月23日，英国政府宣布该国50年来最大规模减税措施，但却引发市场动荡，饱受外界质疑和批评。重重压力之下，英国政府的减税措施于10月3日出现重大转折，政府宣布放弃取消最高所得税税率计划。仅10余天的时间，英国政府又做出重大政策调整。特拉斯14日宣布，将保留上届政府宣布的公司税上调计划，而她在保守党党魁竞选中曾承诺将取消该增长。她还炒掉了亨特的前任克沃滕，但特拉斯未能借助这些举措来安抚市场。在她匆匆举行为时大约8分钟的唐宁街新闻发布会后，英国国债市场遭遇新一轮抛售，减税计划所引发的动荡仍在持续。","news_type":1,"symbols_score_info":{"GBPmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989126545,"gmtCreate":1665960774788,"gmtModify":1676537682219,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989126545","repostId":"1163322717","repostType":4,"isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989128866,"gmtCreate":1665960638055,"gmtModify":1676537682186,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989128866","repostId":"1160955462","repostType":4,"repost":{"id":"1160955462","kind":"news","pubTimestamp":1665904474,"share":"https://ttm.financial/m/news/1160955462?lang=en_US&edition=fundamental","pubTime":"2022-10-16 15:14","market":"other","language":"zh","title":"The UK's \"playing with fire drama\" is coming to an end: the new finance minister and the central bank join forces, and Truss \"steps aside\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1160955462","media":"华尔街见闻","summary":"亨特与英国行长贝利在经济稳定和财政政策的可持续性方面达成共识，使财政部和央行重新形成统一战线。英国首相特拉斯弃车保帅，选择前外长杰里米•亨特接替上任38天就被炒掉的克沃滕，担任新任英国财政大臣。然而，","content":"<p><html><head></head><body>Hunter and British Governor Bailey reached a consensus on economic stability and the sustainability of fiscal policy, which brought the Ministry of Finance and the central bank to form a United front again. British Prime Minister Truss abandoned his car and chose former Foreign Minister Jeremy Hunt to replace Kwarten, who was fired 38 days after taking office, as the new British Chancellor of the Exchequer.</p><p>However, the new finance minister pointed the finger at Truss on his first day in office.<b>She said she was too hasty and aggressive in the tax reduction plan, which had mistakes and that the government must increase taxes and cut spending in the future.</b></p><p>Hunt also won the support of the Bank of England, reaching a consensus with Governor Bailey on economic stability and the sustainability of fiscal policy, bringing the Treasury and the central bank back into a united front.</p><p>At this point, the financial market, which has been turbulent for three weeks, has finally stabilized, and the medium-term fiscal plan announced by the Ministry of Finance at the end of October may bring an end to it.</p><p>At the same time, the voice in the Conservative Party calling for Truss to resign is getting louder and louder, and the support rate is also declining rapidly. Whether Truss can keep the crumbling position as prime minister is still a question.</p><p>Hunter: Borrowing money to cut taxes won't work</p><p>Jeremy Hunt said in a statement on Saturday night that the government must be \"honest with the people\" and must make \"some exceptionally difficult decisions on spending and taxation to reduce debt\". He promised:</p><p>When making these decisions, our primary consideration is how to protect and help families, businesses and people who are struggling. My focus is on steady growth. It is the right thing to drive economic growth. But we've gone too far, too fast. Hunter made it clear that he disagreed with Truss and Kwarten's approach.</p><p>He told the media,<b>Borrowing money to cut taxes simply won't work, and canceling the plan to raise corporate taxes will only reduce the burden on the rich.</b></p><p>Something people want, something markets want, something the country needs right now is stability. No finance minister can control the markets. But what I can do is demonstrate that we can pay for our tax and spending plans. He said that all government departments in the UK will tighten their belts and every department will have to cut spending. But this does not mean that the British government has returned to the austerity policy of 2010.</p><p>Hunter's series of statements actually announced the abandonment of Truss's tax cut plan.</p><p>The mini budget exists in name only</p><p>After Truss announced the resumption of the corporate tax hike plan, Hunter is expected to make changes to other measures in the tax cut plan, dubbed the \"mini-budget.\"</p><p>On Saturday, there were media reports that Hunt may delay a planned 1p reduction in the basic income tax rate until 2024, a move that could save the Government £ 5 bn in expenses. But Treasury insiders insist that no decision has been made. \"Nothing is impossible, but nothing is decided,\" an official said.</p><p>The British Treasury said in a statement on the 14th,<b>Hunter will unveil the government's medium-term fiscal plan at the end of October.</b>Speaking to the media early Saturday, Hunt said the plan would \"basically\" be a full budget.</p><p>In order to rebuild the economy, former British Finance Minister Kwarten announced the most radical tax reduction plan in half a century on September 23rd. These include drastically reducing stamp duty, canceling the increase of national insurance tax, reducing basic income tax, and canceling the plan to raise corporate income tax from 19% to 25%.</p><p>The cost of the tax reduction plan is estimated to be around 43 billion pounds, which is nicknamed \"mini-budget\" by the outside world.</p><p>However, once the plan was announced, it frightened the British financial market, the bond market suffered a bloodbath, and the exchange rate of the pound against the US dollar once fell to a record low.</p><p>The Bank of England was forced to launch an emergency bond purchase plan to prevent the financial crisis from becoming unmanageable.</p><p>On the government side, under pressure from the market and colleagues, Truss was finally forced to make a \"U-turn\" in economic policy, announcing at a press conference on Friday that Jeremy had chosen to succeed her former staunch ally Kwarten. Truss also scrapped corporate tax plans that cost up to £ 18 bn, leaving UK corporate tax at 25%.</p><p>According to market analysis research, considering the cost of Truss's mini-budget, the new government needs to increase savings or income by about 24 billion pounds to bring the debt back on the track of sustainable development, and the Prime Minister's tax reduction plan has \"existed in name only\".</p><p><b>The Ministry of Finance and the Central Bank reform a United front</b></p><p>Also on Saturday, BoE Governor Bailey said<b>Supports higher corporation tax, saying he values \"the sustainability of fiscal policy\".</b></p><p>UK Governor Bailey said at a panel meeting during the autumn 2022 annual meetings of the International Monetary Fund (IMF) and the World Bank:</p><p>I spoke with Jeremy Hunt yesterday and reached a clear opinion on the importance of stability and fiscal sustainability. He added that the U-turn of the corporate tax plan is significant for economic and fiscal policy. In the drama of \"playing with fire and setting yourself on fire\" staged by Truss, the Bank of England took a risky move and maintained the end date of its emergency bond purchase on October 14, betting on market safety, forcing the British government to \"pull back from the precipice\" and abandon the new tax reduction policy, so as to avoid worsening inflation.</p><p>But Mr Bailey added that, in his view, the government's energy price subsidies \"will increase demand and increase inflationary pressures in the UK\".</p><p>Faced with the worst inflation in 40 years, he warned that the central bank is inclined to raise interest rates significantly as a reaction to Truss and Hunt's fiscal policies.</p><p>We will not hesitate to rate hike to meet our inflation target. And, as it stands today, my guess is,<b>Inflationary pressures will require a stronger response than we imagined in August.</b><b>Alliance split, support rate declines, and Truss's position as Prime Minister falters</b></p><p>Ambitious tax cuts also set Truss on fire.</p><p>The UK has been mired in a political crisis and financial turmoil since the Truss government announced a £ 43 bn tax cut plan. Bloomberg Economic Research believes that the hit to the British economy will account for 2% of GDP.</p><p>This caused public outrage inside and outside the party.</p><p>According to media reports, some senior Conservative Party officials are planning to remove Truss and hope that she will resign as prime minister next week. Several senior Conservative MPs will meet on the 17th local time to discuss Truss's future.</p><p>A previous poll showed that more than half of voters thought Truss should take the blame and resign.</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 UK's \"playing with fire drama\" is coming to an end: the new finance minister and the central bank join forces, and Truss \"steps aside\"</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 UK's \"playing with fire drama\" is coming to an end: the new finance minister and the central bank join forces, and Truss \"steps aside\"\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\">2022-10-16 15:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Hunter and British Governor Bailey reached a consensus on economic stability and the sustainability of fiscal policy, which brought the Ministry of Finance and the central bank to form a United front again. British Prime Minister Truss abandoned his car and chose former Foreign Minister Jeremy Hunt to replace Kwarten, who was fired 38 days after taking office, as the new British Chancellor of the Exchequer.</p><p>However, the new finance minister pointed the finger at Truss on his first day in office.<b>She said she was too hasty and aggressive in the tax reduction plan, which had mistakes and that the government must increase taxes and cut spending in the future.</b></p><p>Hunt also won the support of the Bank of England, reaching a consensus with Governor Bailey on economic stability and the sustainability of fiscal policy, bringing the Treasury and the central bank back into a united front.</p><p>At this point, the financial market, which has been turbulent for three weeks, has finally stabilized, and the medium-term fiscal plan announced by the Ministry of Finance at the end of October may bring an end to it.</p><p>At the same time, the voice in the Conservative Party calling for Truss to resign is getting louder and louder, and the support rate is also declining rapidly. Whether Truss can keep the crumbling position as prime minister is still a question.</p><p>Hunter: Borrowing money to cut taxes won't work</p><p>Jeremy Hunt said in a statement on Saturday night that the government must be \"honest with the people\" and must make \"some exceptionally difficult decisions on spending and taxation to reduce debt\". He promised:</p><p>When making these decisions, our primary consideration is how to protect and help families, businesses and people who are struggling. My focus is on steady growth. It is the right thing to drive economic growth. But we've gone too far, too fast. Hunter made it clear that he disagreed with Truss and Kwarten's approach.</p><p>He told the media,<b>Borrowing money to cut taxes simply won't work, and canceling the plan to raise corporate taxes will only reduce the burden on the rich.</b></p><p>Something people want, something markets want, something the country needs right now is stability. No finance minister can control the markets. But what I can do is demonstrate that we can pay for our tax and spending plans. He said that all government departments in the UK will tighten their belts and every department will have to cut spending. But this does not mean that the British government has returned to the austerity policy of 2010.</p><p>Hunter's series of statements actually announced the abandonment of Truss's tax cut plan.</p><p>The mini budget exists in name only</p><p>After Truss announced the resumption of the corporate tax hike plan, Hunter is expected to make changes to other measures in the tax cut plan, dubbed the \"mini-budget.\"</p><p>On Saturday, there were media reports that Hunt may delay a planned 1p reduction in the basic income tax rate until 2024, a move that could save the Government £ 5 bn in expenses. But Treasury insiders insist that no decision has been made. \"Nothing is impossible, but nothing is decided,\" an official said.</p><p>The British Treasury said in a statement on the 14th,<b>Hunter will unveil the government's medium-term fiscal plan at the end of October.</b>Speaking to the media early Saturday, Hunt said the plan would \"basically\" be a full budget.</p><p>In order to rebuild the economy, former British Finance Minister Kwarten announced the most radical tax reduction plan in half a century on September 23rd. These include drastically reducing stamp duty, canceling the increase of national insurance tax, reducing basic income tax, and canceling the plan to raise corporate income tax from 19% to 25%.</p><p>The cost of the tax reduction plan is estimated to be around 43 billion pounds, which is nicknamed \"mini-budget\" by the outside world.</p><p>However, once the plan was announced, it frightened the British financial market, the bond market suffered a bloodbath, and the exchange rate of the pound against the US dollar once fell to a record low.</p><p>The Bank of England was forced to launch an emergency bond purchase plan to prevent the financial crisis from becoming unmanageable.</p><p>On the government side, under pressure from the market and colleagues, Truss was finally forced to make a \"U-turn\" in economic policy, announcing at a press conference on Friday that Jeremy had chosen to succeed her former staunch ally Kwarten. Truss also scrapped corporate tax plans that cost up to £ 18 bn, leaving UK corporate tax at 25%.</p><p>According to market analysis research, considering the cost of Truss's mini-budget, the new government needs to increase savings or income by about 24 billion pounds to bring the debt back on the track of sustainable development, and the Prime Minister's tax reduction plan has \"existed in name only\".</p><p><b>The Ministry of Finance and the Central Bank reform a United front</b></p><p>Also on Saturday, BoE Governor Bailey said<b>Supports higher corporation tax, saying he values \"the sustainability of fiscal policy\".</b></p><p>UK Governor Bailey said at a panel meeting during the autumn 2022 annual meetings of the International Monetary Fund (IMF) and the World Bank:</p><p>I spoke with Jeremy Hunt yesterday and reached a clear opinion on the importance of stability and fiscal sustainability. He added that the U-turn of the corporate tax plan is significant for economic and fiscal policy. In the drama of \"playing with fire and setting yourself on fire\" staged by Truss, the Bank of England took a risky move and maintained the end date of its emergency bond purchase on October 14, betting on market safety, forcing the British government to \"pull back from the precipice\" and abandon the new tax reduction policy, so as to avoid worsening inflation.</p><p>But Mr Bailey added that, in his view, the government's energy price subsidies \"will increase demand and increase inflationary pressures in the UK\".</p><p>Faced with the worst inflation in 40 years, he warned that the central bank is inclined to raise interest rates significantly as a reaction to Truss and Hunt's fiscal policies.</p><p>We will not hesitate to rate hike to meet our inflation target. And, as it stands today, my guess is,<b>Inflationary pressures will require a stronger response than we imagined in August.</b><b>Alliance split, support rate declines, and Truss's position as Prime Minister falters</b></p><p>Ambitious tax cuts also set Truss on fire.</p><p>The UK has been mired in a political crisis and financial turmoil since the Truss government announced a £ 43 bn tax cut plan. Bloomberg Economic Research believes that the hit to the British economy will account for 2% of GDP.</p><p>This caused public outrage inside and outside the party.</p><p>According to media reports, some senior Conservative Party officials are planning to remove Truss and hope that she will resign as prime minister next week. Several senior Conservative MPs will meet on the 17th local time to discuss Truss's future.</p><p>A previous poll showed that more than half of voters thought Truss should take the blame and resign.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3672450\">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/05bdf200c4138336b0f7e4174ef1a988","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3672450","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160955462","content_text":"亨特与英国行长贝利在经济稳定和财政政策的可持续性方面达成共识，使财政部和央行重新形成统一战线。英国首相特拉斯弃车保帅，选择前外长杰里米•亨特接替上任38天就被炒掉的克沃滕，担任新任英国财政大臣。然而，这位新财长上任第一天就将矛头直指特拉斯，称她在减税计划中行事过于草率和激进，该计划存在错误，未来政府必须增加税收并削减开支。亨特还赢得了英国央行的支持，与行长贝利在经济稳定和财政政策的可持续性方面达成共识，使财政部和央行重新形成统一战线。至此，持续动荡了三周的金融市场终于趋于稳定，财政部10月底公布的中期财政计划或将为其画上句号。与此同时，保守党内要求特拉斯辞职的声音越来越大，支持率也快速下滑，特拉斯能否保住摇摇欲坠的首相之位还是个问题。亨特：借钱减税行不通杰里米•亨特在周六晚间的一份声明中表示，政府必须“对人民诚实”，必须“在支出和税收方面做出一些异常艰难的决定，以减少债务”。他承诺：在做出这些决定时，我们的首要考虑是如何保护和帮助陷入困境的家庭、企业和人民。我的重点是稳定增长。推动经济增长是正确的。但我们走得太远、太快了。亨特明确表态，称他不同意特拉斯和克沃滕的做法。他告诉媒体，借钱减税根本行不通，取消上调公司税的计划只会为富人减负。人们想要的东西，市场想要的东西，国家现在需要的东西是稳定。没有财政部长可以控制市场。但我能做的是证明我们可以为我们的税收和支出计划买单。他表示，英国所有政府部门都将勒紧裤腰带，每个部门都必须削减开支。但这并不意味着英国政府重回2010年时的紧缩政策。亨特的一系列表态实际上是宣布放弃了特拉斯的减税计划。迷你预算名存实亡在特拉斯宣布恢复上调公司税计划之后，亨特预计将对这项被称为“迷你预算”的减税计划中的其他措施进行修改。周六，有媒体报道，亨特可能会把基本所得税税率下调1便士的计划推迟到2024年，此举可以为政府节省50亿英镑的开支。但财政部内部人士坚称，尚未做出任何决定。一位官员说：“没有什么是不可能的，但没有任何决定。”英国财政部14日在一份声明中表示，亨特将于10月底公布政府中期财政计划。亨特在周六早些时候对媒体表示，该计划“基本上”将是一份完整的预算案。为了重建经济，英国前任财长克沃滕于9月23日宣布了这项半世纪以来最激进的减税方案。其中包括大幅削减印花税、取消上调国民保险税、降低基本所得税税，取消把企业所得税从19%提高到25%的计划。该减税计划成本预计在430亿英镑左右，被外界戏称为“迷你预算”。然而，该计划一经宣布便吓坏英国金融市场，债市遭遇血洗，英镑兑美元汇率一度跌至历史新低。英国央行被迫启动紧急购债计划，才避免此次金融危机演化至无法收拾的局面。政府这边，在市场和同僚的压力下，特拉斯最终被迫在经济政策上“大转弯”，在周五的新闻发布会上宣布选择杰里米接替她此前的坚定同盟克沃滕。特拉斯还取消了成本高达180亿英镑的公司税收计划，将英国公司税维持在25%的水平。市场分析研究认为，考虑到特拉斯迷你预算的成本，新政府需要增加约240亿英镑的储蓄或收入才能使债务重回可持续发展轨道，首相的减税计划已经“名存实亡”。财政部与央行重新形成统一战线同样在周六，英国央行行长贝利表示支持提高公司税，称他重视“财政政策的可持续性”。英国行长贝利在国际货币基金（IMF）和世界银行2022年秋季年会期间的一个小组会议上说：我昨天与杰里米·亨特进行了交谈，就稳定和财政可持续性的重要性达成了明确的意见。他补充说公司税计划掉头对于经济和财政政策而言意义重大。在特拉斯此次上演的“玩火自焚”大戏中，英国央行兵行险棋，将其紧急购债结束日期维持在10月14日，以市场安危为赌注，迫使英国政府“悬崖勒马”，放弃减税新政，从而避免通胀恶化。但贝利补充说，在他看来，政府的能源价格补贴“将增加需求并增加英国的通胀压力”。面对40年来最严重的通胀，他警告说，央行倾向于大幅提高利率，作为对特拉斯和亨特财政政策的反应。我们将毫不犹豫地加息以实现通胀目标。而且，就今天的情况而言，我的猜测是，通胀压力将需要比我们在8月份想象的更强烈的反应。同盟分裂、支持率下滑，特拉斯首相之位摇摇欲坠雄心勃勃的减税计划也使特拉斯引火烧身。自特拉斯政府宣布430亿英镑的减税计划以来，英国一直深陷政治危机和金融动荡之中。彭博经济研究认为，英国经济受到的打击将占国内生产总值的2%。这引起了党内外的公愤。据媒体报道，一些保守党高层正在计划罢免特拉斯，并希望她下周辞去首相一职，多名保守党高级议员将在当地时间17日开会讨论特拉斯的去留问题。此前的一份民调显示，超过一半的选民认为特拉斯应该引咎辞职。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980546153,"gmtCreate":1665789977172,"gmtModify":1676537663706,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"🤦‍♂️","listText":"🤦‍♂️","text":"🤦‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980546153","repostId":"1154233788","repostType":4,"isVote":1,"tweetType":1,"viewCount":1521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916697965,"gmtCreate":1664583997057,"gmtModify":1676537479546,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916697965","repostId":"1190476019","repostType":2,"repost":{"id":"1190476019","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":1664544619,"share":"https://ttm.financial/m/news/1190476019?lang=en_US&edition=fundamental","pubTime":"2022-09-30 21:30","market":"us","language":"zh","title":"Opening | open low for the three major U.S. stock indexes, Nike fell 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190476019","media":"老虎资讯综合","summary":"道指开跌约90点，纳指开跌0.4%，标普500指数开跌0.24%。","content":"<p><html><head></head><body>On September 30 (Friday), the S&P 500 index opened down 3.84 points, or 0.11%, to 3636.63 points; The Nasdaq Composite Index opened down 17.82 points, or 0.17%, to 10,719.69 points; The Dow Jones index opened down 56.54 points, or 0.19%, to 29169.07 points.</p><p><img src=\"https://static.tigerbbs.com/10840d5cf8a599cc1cbbe6951df6cda8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>A sharp drop of 13%, Q1 net profit in fiscal year 2023 was US $1.468 billion, a year-on-year decrease of 22%; Declining gross profit margins and high inventories worry the market. At the same time, Under Armour fell 12%,<a href=\"https://laohu8.com/S/DKS\">Dick's Sporting Goods</a>Fell more than 11%.</p><p>New energy vehicle stocks fell,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Faraday Future fell more than 4%.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 1.4%, Ali announced the election of Zhang Yong, Yang Zhiyuan, Wan Ling MARTELLO and Wu Gangping as the company's second group of directors.</p><p><a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>It opened down more than 7%, and Q3 revenue in 2022 was US $4.305 billion, compared with US $546 million in the same period last year. Q3 adjusted net loss was $688 million, compared with an expected loss of $363.4 million. At the same time,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 6%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>, Lindblad Expeditions Fell more than 5%.</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 | open low for the three major U.S. stock indexes, Nike fell 13%</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 | open low for the three major U.S. stock indexes, Nike fell 13%\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\">2022-09-30 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On September 30 (Friday), the S&P 500 index opened down 3.84 points, or 0.11%, to 3636.63 points; The Nasdaq Composite Index opened down 17.82 points, or 0.17%, to 10,719.69 points; The Dow Jones index opened down 56.54 points, or 0.19%, to 29169.07 points.</p><p><img src=\"https://static.tigerbbs.com/10840d5cf8a599cc1cbbe6951df6cda8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>A sharp drop of 13%, Q1 net profit in fiscal year 2023 was US $1.468 billion, a year-on-year decrease of 22%; Declining gross profit margins and high inventories worry the market. At the same time, Under Armour fell 12%,<a href=\"https://laohu8.com/S/DKS\">Dick's Sporting Goods</a>Fell more than 11%.</p><p>New energy vehicle stocks fell,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Faraday Future fell more than 4%.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 1.4%, Ali announced the election of Zhang Yong, Yang Zhiyuan, Wan Ling MARTELLO and Wu Gangping as the company's second group of directors.</p><p><a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>It opened down more than 7%, and Q3 revenue in 2022 was US $4.305 billion, compared with US $546 million in the same period last year. Q3 adjusted net loss was $688 million, compared with an expected loss of $363.4 million. At the same time,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 6%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>, Lindblad Expeditions Fell more than 5%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190476019","content_text":"9月30日（周五），标普500指数开盘下跌3.84点，跌幅0.11%，报3636.63点；纳斯达克综合指数开盘下跌17.82点，跌幅0.17%，报10719.69点；道琼斯指数开盘下跌56.54点，跌幅0.19%，报29169.07点。耐克大跌13%，2023财年Q1净利润14.68亿美元，同比下降22%；毛利率下降和库存高企令市场担忧。同时，安德玛跌12%，迪克体育用品跌超11%。新能源车股走低，小鹏汽车、理想汽车、法拉第未来跌超4%。阿里巴巴涨1.4%，阿里宣布选举张勇、杨致远、Wan Ling MARTELLO及吴港平各自担任公司第二组董事。嘉年华邮轮开跌超7%，2022年Q3营收43.05亿美元，去年同期为5.46亿美元。Q3调整后净损失6.88亿美元，预期损失3.634亿美元。同时，挪威邮轮跌超6%，皇家加勒比邮轮、Lindblad Expeditions跌超5%。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916695792,"gmtCreate":1664583913016,"gmtModify":1676537479515,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916695792","repostId":"2271377796","repostType":2,"isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913844245,"gmtCreate":1663975652688,"gmtModify":1676537371883,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913844245","repostId":"1123410633","repostType":4,"repost":{"id":"1123410633","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":1663932651,"share":"https://ttm.financial/m/news/1123410633?lang=en_US&edition=fundamental","pubTime":"2022-09-23 19:30","market":"hk","language":"zh","title":"Before the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines","url":"https://stock-news.laohu8.com/highlight/detail?id=1123410633","media":"老虎资讯综合","summary":"9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%美东时间周","content":"<p><html><head></head><body>On September 23, the three major U.S. stock index futures fell across the board. As of press time, Dow futures fell 1.27%; Nasdaq 100 futures fell 1.53%; S&P 500 futures fell 1.4%.</p><p><img src=\"https://static.tigerbbs.com/f82dc7cba8503c73f87d5a88c04c2cb7\" tg-width=\"412\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/NW/2269623433\" target=\"_blank\"><b>Goldman Sachs finally turned short! Significantly lowered the target price of U.S. stocks, expected to fall another 4% before the end of the year</b></a><b></b></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The year-end price target for the S&P 500 index was lowered to 3,600 points from the previous forecast of 4,300 points, saying that a sharp change in the outlook for upward interest rates will drag down U.S. stock valuations. This means that Goldman Sachs expects U.S. stocks to continue to fall by more than 4% for the rest of the year.</p><p><b>Premarket Quotes</b></p><p>U.S. star technology stocks all fell before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, AMD fell more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Both fell more than 1%;</p><p>U.S. cruise stocks fell premarket,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 4%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>Fell more than 3%;</p><p>U.S. oil stocks generally fell before the market,<a href=\"https://laohu8.com/S/BP\">British Oil</a>Fell more than 5%,<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>Fell more than 4%,<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>、<a href=\"https://laohu8.com/S/APA\">Apache</a>Fell more than 3%;</p><p>The precious metals sector of U.S. stocks generally fell before the market.<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>Fell nearly 8%,<a href=\"https://laohu8.com/S/GFI\">Jintian</a>、<a href=\"https://laohu8.com/S/CDE\">Cordellen Minerals</a>Fell more than 5%,<a href=\"https://laohu8.com/S/HL\">Hecla Minerals</a>Fell more than 4%,<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/RGLD\">Royal Gold</a>Fell more than 2%;</p><p>U.S. blockchain concept stocks generally fell,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Fell more than 7%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>Fell more than 4%;</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It fell more than 8% before the market, having previously denied reports that it was considering withdrawing from the US market;</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>It fell more than 4% before the market,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Previous research reports stated that XPeng's new car G9 has no obvious competitive advantage compared with its peers, and if competition intensifies, the valuation will be under pressure;</p><p><a href=\"https://laohu8.com/S/CANO\">Cano Health</a>It rose nearly 6% before the market, and it is rumored that many potential buyers are considering acquiring the company;</p><p><a href=\"https://laohu8.com/S/COST\">Costco</a>It fell more than 3% before the market, and the gross profit margin in Q4 was 10.18%, lower than the same period last year.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 2.74%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 2.34%, and France's CAC40 fell 2.46%.</p><p><img src=\"https://static.tigerbbs.com/c951740202161ae3c22fbcc97236ae7f\" tg-width=\"820\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures fell sharply. As of press time, WTI crude oil fell 3.47% to $80.59 per barrel; Brent crude oil fell 3.06% to $87.69 a barrel.</p><p><img src=\"https://static.tigerbbs.com/4592b98ebc328d5e44ee549ba956f61c\" tg-width=\"862\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7bb5558cca87f48ddb3b319066da89b\" tg-width=\"862\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures continued to fall, falling 1.76% to $1,651.5 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/eddafb3e7260b331cb47f94d97619647\" tg-width=\"862\" tg-height=\"825\" 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>Before the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines</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\">\nBefore the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines\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\">2022-09-23 19:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On September 23, the three major U.S. stock index futures fell across the board. As of press time, Dow futures fell 1.27%; Nasdaq 100 futures fell 1.53%; S&P 500 futures fell 1.4%.</p><p><img src=\"https://static.tigerbbs.com/f82dc7cba8503c73f87d5a88c04c2cb7\" tg-width=\"412\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/NW/2269623433\" target=\"_blank\"><b>Goldman Sachs finally turned short! Significantly lowered the target price of U.S. stocks, expected to fall another 4% before the end of the year</b></a><b></b></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The year-end price target for the S&P 500 index was lowered to 3,600 points from the previous forecast of 4,300 points, saying that a sharp change in the outlook for upward interest rates will drag down U.S. stock valuations. This means that Goldman Sachs expects U.S. stocks to continue to fall by more than 4% for the rest of the year.</p><p><b>Premarket Quotes</b></p><p>U.S. star technology stocks all fell before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, AMD fell more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Both fell more than 1%;</p><p>U.S. cruise stocks fell premarket,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 4%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>Fell more than 3%;</p><p>U.S. oil stocks generally fell before the market,<a href=\"https://laohu8.com/S/BP\">British Oil</a>Fell more than 5%,<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>Fell more than 4%,<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>、<a href=\"https://laohu8.com/S/APA\">Apache</a>Fell more than 3%;</p><p>The precious metals sector of U.S. stocks generally fell before the market.<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>Fell nearly 8%,<a href=\"https://laohu8.com/S/GFI\">Jintian</a>、<a href=\"https://laohu8.com/S/CDE\">Cordellen Minerals</a>Fell more than 5%,<a href=\"https://laohu8.com/S/HL\">Hecla Minerals</a>Fell more than 4%,<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/RGLD\">Royal Gold</a>Fell more than 2%;</p><p>U.S. blockchain concept stocks generally fell,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Fell more than 7%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>Fell more than 4%;</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It fell more than 8% before the market, having previously denied reports that it was considering withdrawing from the US market;</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>It fell more than 4% before the market,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Previous research reports stated that XPeng's new car G9 has no obvious competitive advantage compared with its peers, and if competition intensifies, the valuation will be under pressure;</p><p><a href=\"https://laohu8.com/S/CANO\">Cano Health</a>It rose nearly 6% before the market, and it is rumored that many potential buyers are considering acquiring the company;</p><p><a href=\"https://laohu8.com/S/COST\">Costco</a>It fell more than 3% before the market, and the gross profit margin in Q4 was 10.18%, lower than the same period last year.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 2.74%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 2.34%, and France's CAC40 fell 2.46%.</p><p><img src=\"https://static.tigerbbs.com/c951740202161ae3c22fbcc97236ae7f\" tg-width=\"820\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures fell sharply. As of press time, WTI crude oil fell 3.47% to $80.59 per barrel; Brent crude oil fell 3.06% to $87.69 a barrel.</p><p><img src=\"https://static.tigerbbs.com/4592b98ebc328d5e44ee549ba956f61c\" tg-width=\"862\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7bb5558cca87f48ddb3b319066da89b\" tg-width=\"862\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures continued to fall, falling 1.76% to $1,651.5 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/eddafb3e7260b331cb47f94d97619647\" tg-width=\"862\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></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":"1123410633","content_text":"9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%美东时间周四，高盛将标普500指数的年底目标价从此前预测的4300点下调至3600点，称利率上行前景的大幅转变将拖累美股估值。这意味着高盛预计在今年剩余的时间内，美股还要继续下跌超4%。盘前行情美股明星科技股盘前齐挫，特斯拉、奈飞、英伟达、AMD跌超2%，苹果、亚马逊、谷歌A、微软均跌超1%；美股邮轮股盘前走低，嘉年华邮轮跌超5%，挪威邮轮跌超4%，皇家加勒比邮轮跌超3%；美股石油股盘前普跌，英国石油跌超5%，卡隆石油跌超4%，西方石油、阿帕契跌超3%；美股贵金属板块盘前普跌，哈莫尼黄金跌近8%，金田、科尔黛伦矿业跌超5%，赫克拉矿业跌超4%，纽曼矿业、巴里克黄金、皇家黄金跌超2%；美股区块链概念股普跌，Riot Blockchain跌超7%，Coinbase、Marathon Digital、MicroStrategy跌超4%；瑞士信贷盘前跌超8%，此前否认有关其考虑退出美国市场的报道；小鹏汽车盘前跌超4%，瑞银此前研报表示，小鹏新车G9与同业比无明显竞争优势，若竞争加剧估值将受压；Cano Health盘前涨近6%，传多个潜在买家考虑收购公司；好市多盘前跌逾3%，Q4毛利率10.18%，低于去年同期。欧洲市场欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌2.74%，英国富时100跌2.34%，法国CAC40跌2.46%。原油原油期货大幅走低，截止发稿，WTI原油跌3.47%，报80.59美元/桶；布伦特原油跌3.06%，报87.69美元/桶。黄金黄金期货持续下挫，截止发稿，跌1.76%，报1651.5美元/盎司。","news_type":1,"symbols_score_info":{".IXIC":0.9,"YMmain":0.9,".SPX":0.9,"ESmain":0.9,".DJI":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"Best of luck🍀🍀🍀","text":"Best of luck🍀🍀🍀","html":"Best of luck🍀🍀🍀"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905539060,"gmtCreate":1659916143952,"gmtModify":1703475834614,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9905539060","repostId":"1124546998","repostType":4,"repost":{"id":"1124546998","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":1659914607,"share":"https://ttm.financial/m/news/1124546998?lang=en_US&edition=fundamental","pubTime":"2022-08-08 07:23","market":"us","language":"zh","title":"This week's preview | How is U.S. inflation in July? Many Fed officials spoke out intensively","url":"https://stock-news.laohu8.com/highlight/detail?id=1124546998","media":"老虎资讯综合","summary":"本周（8.8-8.12）重磅财经事件：经济数据方面，由于7月非农数据强化加息预期，周三公布的美国7月CPI将备受市场关注。此外，美国当周初请失业金人数、密歇根大学消费者信心指数，以及中国7月M2及社会","content":"<p><html><head></head><body><b>Major financial events this week (8.8-8.12):</b></p><p><b>As for economic data,</b>As July non-agricultural data strengthens rate hike expectations, the U.S. July CPI released on Wednesday will attract market attention. In addition, the number of initial jobless claims in the United States that week, the University of Michigan consumer confidence index, China's July M2 and social financing scale, July CPI and PPI data will also be released one after another.<b>In terms of financial reports,</b>Many key companies such as BioNTech, Upstart, Novavax Pharmaceuticals, Roblox, Luckin Coffee, SMIC, Hua Hong Semiconductor, Li Ning, and Lenovo Group will disclose their performance one after another.<b>In terms of new shares,</b>Ningmeng Film and Television will be listed in Hong Kong on Wednesday.<b>Furthermore,</b>Investors can pay attention to the speeches of Chicago Fed President Evans, Minneapolis Fed President Kashkari, San Francisco Fed President Daly and other officials.<img src=\"https://static.tigerbbs.com/f9f2e613254abcc0c2953e4ac39861fd\" tg-width=\"1280\" tg-height=\"906\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 8: US July Conference Board Employment Trend Index, BioNTech/Luckin Coffee earnings report</b><img src=\"https://static.tigerbbs.com/ef00fdad8274d314c3493886145cfe5b\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/>On Monday,<b>In terms of data, the Eurozone Sentix Investor Confidence Index in August and the Conference Board Employment Trend Index in July will be released.</b></p><p>The Eurozone's Sentix investor confidence index recorded-26.4 in July, a new low since May 2020. It was expected to be-19.9, and the previous value was-15.8. As the epidemic continues to impact the economy, the August data released on August 8 is still unsatisfactory.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a>、<a href=\"https://laohu8.com/S/LKNCY\">Luckin Coffee</a>、<a href=\"https://laohu8.com/S/SOHU\">Sohu</a>Wait for companies to disclose results.</b></p><p>On May 24, Ruixing released its financial report for the first quarter of 2022. The financial report shows that the total net income in the first quarter of 2022 will be 2.4046 billion yuan, a year-on-year increase of 89.5%. This is the first time that the company's quarterly operating profit has turned positive. Guo Jinyi, chairman and CEO of Luckin Coffee, called the Q1 financial report a milestone.<b>Keywords for Tuesday, August 9: China's July M2 and social financing scale, U.S. July NFIB small business confidence index, Upstart financial report</b><img src=\"https://static.tigerbbs.com/5de72c1c16192f63399ae5bb9eda572a\" tg-width=\"910\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/>On Tuesday,<b>In terms of data, China's July M2 and social financing scale, and the U.S. July NFIB Small Business Confidence Index will be released.</b></p><p>In the first half of this year, the cumulative increase in social financing scale was 21 trillion yuan, 3.2 trillion yuan more than the same period last year. Among them, RMB loans issued to the real economy increased by 13.58 trillion yuan, an increase of 632.9 billion yuan year-on-year. In June, the scale of social financing increased by 5.17 trillion yuan, 1.47 trillion yuan more than the same period last year.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/UPST\">Upstart</a>、<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>、<a href=\"https://laohu8.com/S/08083\">China has praise</a>Wait for companies to announce results.</b></p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a></b>The winning results will be announced.</p><p>Ningmeng Film and Television was established in 2014, and owns many hit dramas such as \"Little Farewell\", \"Little Joy\", \"Only Thirty\", \"Twenty Not Confused\" and \"Little Willing\". According to Frost & Sullivan, Ningmeng Film and Television ranks fourth among all Chinese drama companies in terms of revenue in 2021. In 2021, the company will account for approximately 2.5% of the total market share in China's highly fragmented drama industry.<b>Keywords for Wednesday, August 10: China, U.S. July CPI, Chicago Fed President Evans delivers a speech, Roblox/Lenovo Group earnings report</b><img src=\"https://static.tigerbbs.com/a9e5b4967624b913c498374e9f3cdeb3\" tg-width=\"910\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/>On Wednesday,<b>U.S. inflation data hit hard. After the July non-agricultural report strengthened rate hike expectations, the U.S. CPI in July became particularly important.</b></p><p>According to a Bloomberg survey, economists generally expect the U.S. CPI to increase by 8.8% year-on-year in July, after the U.S. CPI surged by 9.1% year-on-year in June. CME group's Fed Watch tool shows that after the release of non-agricultural data, the probability of a 75 basis point rate hike at the September interest rate meeting reached about 70%. Federal Reserve Governor Bowman said in his latest speech that sharp rate hike should continue before inflation drops significantly.<b>In terms of events, Chicago Fed President Evans will discuss U.S. economic and monetary policy.</b></p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>Wait for the company to release financial reports.</b></p><p>The Zacks Consensus Estimate for Roblox, an investment research firm, has revenue of $636.6 million, indicating a year-over-year decline of 4.34%. The performance in the second quarter is expected to benefit from a year-on-year increase in consumer entry, developer growth and user engagement.<b>In terms of new shares,<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a></b>It will be available on Wednesday.</p><p><b>Keywords for Thursday, August 11: U.S. PPI in July, the number of initial jobless claims for the week, Minneapolis Fed President Kashkari's speech, SMIC/Li Ning financial report</b><img src=\"https://static.tigerbbs.com/d1cbb1b5acc160e860d8068f275584bc\" tg-width=\"909\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>On Thursday, economic data such as the U.S. PPI for July and the number of initial jobless claims for the week will be released.</p><p>The number of initial jobless claims in the United States for the week ended July 30 was 260,000, close to the highest level since November last year, higher than the previous value of 256,000 and market expectations of 259,000. As the epidemic continues to impact the economy, the number of initial jobless claims in the United States is expected to remain high for the week ending August 6.<b>In terms of events,</b>In 2023, the FOMC voting committee and Minneapolis Fed President Kashkari will discuss inflation.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/00981\">SMIC</a>、<a href=\"https://laohu8.com/S/01347\">Hua Hong Semiconductor</a>、<a href=\"https://laohu8.com/S/02331\">Li Ning</a>、<a href=\"https://laohu8.com/S/DIS\">Disney</a></b>The company will disclose its financial report.</p><p>Goldman Sachs pointed out that it is still optimistic about the long-term growth prospects driven by the growth demand of the company's local factory-less semiconductor customers. However, in view of the industry downturn and the slowdown in demand for smartphones and consumer electronics products (accounting for about 50% of revenue), the bank believes that the company's recent profit growth is slow, and it is predicted that SMIC's revenue growth will slow down from +40%/+29% year-on-year in the second-third quarter of this year to +10%/-6%/+6% year-on-year in the fourth quarter of this year to the second quarter of next year.<b>KEYWORDS FRIDAY, August 12: U.S. August University of Michigan consumer confidence index, San Francisco Fed President Daly interviewed, Rivian earnings report</b><img src=\"https://static.tigerbbs.com/3a08956d1b47b4fc0cc471a1dec3c8e8\" tg-width=\"913\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/>Friday,<b>As for economic data,</b>Data such as the University of Michigan Consumer Confidence Index and British GDP will be released in August.</p><p><b>In terms of events,</b>In 2024, FOMC voting committee member and San Francisco Fed President Daly was interviewed by Bloomberg.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/02899\">Zijin Mining</a>、<a href=\"https://laohu8.com/S/01928\">Sands China Limited</a>、<a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive</a></b>Companies will announce second-quarter results.</p><p>The latest data shows that Rivian's second-quarter vehicle production and delivery data were better than expected. The company delivered 4,467 vehicles and produced 4,401 vehicles in the second quarter. The consensus expectation is for deliveries of 3,500 vehicles. Rivian also said the company is still on track to achieve its production target of 25,000 vehicles in 2022. The strong performance wasn't surprised by RBC analyst Joseph Spak, who believes the results should boost investor confidence that Rivian is meeting its 2022 goals.</body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This week's preview | How is U.S. inflation in July? Many Fed officials spoke out intensively</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis week's preview | How is U.S. inflation in July? Many Fed officials spoke out intensively\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-08 07:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Major financial events this week (8.8-8.12):</b></p><p><b>As for economic data,</b>As July non-agricultural data strengthens rate hike expectations, the U.S. July CPI released on Wednesday will attract market attention. In addition, the number of initial jobless claims in the United States that week, the University of Michigan consumer confidence index, China's July M2 and social financing scale, July CPI and PPI data will also be released one after another.<b>In terms of financial reports,</b>Many key companies such as BioNTech, Upstart, Novavax Pharmaceuticals, Roblox, Luckin Coffee, SMIC, Hua Hong Semiconductor, Li Ning, and Lenovo Group will disclose their performance one after another.<b>In terms of new shares,</b>Ningmeng Film and Television will be listed in Hong Kong on Wednesday.<b>Furthermore,</b>Investors can pay attention to the speeches of Chicago Fed President Evans, Minneapolis Fed President Kashkari, San Francisco Fed President Daly and other officials.<img src=\"https://static.tigerbbs.com/f9f2e613254abcc0c2953e4ac39861fd\" tg-width=\"1280\" tg-height=\"906\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 8: US July Conference Board Employment Trend Index, BioNTech/Luckin Coffee earnings report</b><img src=\"https://static.tigerbbs.com/ef00fdad8274d314c3493886145cfe5b\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/>On Monday,<b>In terms of data, the Eurozone Sentix Investor Confidence Index in August and the Conference Board Employment Trend Index in July will be released.</b></p><p>The Eurozone's Sentix investor confidence index recorded-26.4 in July, a new low since May 2020. It was expected to be-19.9, and the previous value was-15.8. As the epidemic continues to impact the economy, the August data released on August 8 is still unsatisfactory.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a>、<a href=\"https://laohu8.com/S/LKNCY\">Luckin Coffee</a>、<a href=\"https://laohu8.com/S/SOHU\">Sohu</a>Wait for companies to disclose results.</b></p><p>On May 24, Ruixing released its financial report for the first quarter of 2022. The financial report shows that the total net income in the first quarter of 2022 will be 2.4046 billion yuan, a year-on-year increase of 89.5%. This is the first time that the company's quarterly operating profit has turned positive. Guo Jinyi, chairman and CEO of Luckin Coffee, called the Q1 financial report a milestone.<b>Keywords for Tuesday, August 9: China's July M2 and social financing scale, U.S. July NFIB small business confidence index, Upstart financial report</b><img src=\"https://static.tigerbbs.com/5de72c1c16192f63399ae5bb9eda572a\" tg-width=\"910\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/>On Tuesday,<b>In terms of data, China's July M2 and social financing scale, and the U.S. July NFIB Small Business Confidence Index will be released.</b></p><p>In the first half of this year, the cumulative increase in social financing scale was 21 trillion yuan, 3.2 trillion yuan more than the same period last year. Among them, RMB loans issued to the real economy increased by 13.58 trillion yuan, an increase of 632.9 billion yuan year-on-year. In June, the scale of social financing increased by 5.17 trillion yuan, 1.47 trillion yuan more than the same period last year.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/UPST\">Upstart</a>、<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>、<a href=\"https://laohu8.com/S/08083\">China has praise</a>Wait for companies to announce results.</b></p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a></b>The winning results will be announced.</p><p>Ningmeng Film and Television was established in 2014, and owns many hit dramas such as \"Little Farewell\", \"Little Joy\", \"Only Thirty\", \"Twenty Not Confused\" and \"Little Willing\". According to Frost & Sullivan, Ningmeng Film and Television ranks fourth among all Chinese drama companies in terms of revenue in 2021. In 2021, the company will account for approximately 2.5% of the total market share in China's highly fragmented drama industry.<b>Keywords for Wednesday, August 10: China, U.S. July CPI, Chicago Fed President Evans delivers a speech, Roblox/Lenovo Group earnings report</b><img src=\"https://static.tigerbbs.com/a9e5b4967624b913c498374e9f3cdeb3\" tg-width=\"910\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/>On Wednesday,<b>U.S. inflation data hit hard. After the July non-agricultural report strengthened rate hike expectations, the U.S. CPI in July became particularly important.</b></p><p>According to a Bloomberg survey, economists generally expect the U.S. CPI to increase by 8.8% year-on-year in July, after the U.S. CPI surged by 9.1% year-on-year in June. CME group's Fed Watch tool shows that after the release of non-agricultural data, the probability of a 75 basis point rate hike at the September interest rate meeting reached about 70%. Federal Reserve Governor Bowman said in his latest speech that sharp rate hike should continue before inflation drops significantly.<b>In terms of events, Chicago Fed President Evans will discuss U.S. economic and monetary policy.</b></p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>Wait for the company to release financial reports.</b></p><p>The Zacks Consensus Estimate for Roblox, an investment research firm, has revenue of $636.6 million, indicating a year-over-year decline of 4.34%. The performance in the second quarter is expected to benefit from a year-on-year increase in consumer entry, developer growth and user engagement.<b>In terms of new shares,<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a></b>It will be available on Wednesday.</p><p><b>Keywords for Thursday, August 11: U.S. PPI in July, the number of initial jobless claims for the week, Minneapolis Fed President Kashkari's speech, SMIC/Li Ning financial report</b><img src=\"https://static.tigerbbs.com/d1cbb1b5acc160e860d8068f275584bc\" tg-width=\"909\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>On Thursday, economic data such as the U.S. PPI for July and the number of initial jobless claims for the week will be released.</p><p>The number of initial jobless claims in the United States for the week ended July 30 was 260,000, close to the highest level since November last year, higher than the previous value of 256,000 and market expectations of 259,000. As the epidemic continues to impact the economy, the number of initial jobless claims in the United States is expected to remain high for the week ending August 6.<b>In terms of events,</b>In 2023, the FOMC voting committee and Minneapolis Fed President Kashkari will discuss inflation.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/00981\">SMIC</a>、<a href=\"https://laohu8.com/S/01347\">Hua Hong Semiconductor</a>、<a href=\"https://laohu8.com/S/02331\">Li Ning</a>、<a href=\"https://laohu8.com/S/DIS\">Disney</a></b>The company will disclose its financial report.</p><p>Goldman Sachs pointed out that it is still optimistic about the long-term growth prospects driven by the growth demand of the company's local factory-less semiconductor customers. However, in view of the industry downturn and the slowdown in demand for smartphones and consumer electronics products (accounting for about 50% of revenue), the bank believes that the company's recent profit growth is slow, and it is predicted that SMIC's revenue growth will slow down from +40%/+29% year-on-year in the second-third quarter of this year to +10%/-6%/+6% year-on-year in the fourth quarter of this year to the second quarter of next year.<b>KEYWORDS FRIDAY, August 12: U.S. August University of Michigan consumer confidence index, San Francisco Fed President Daly interviewed, Rivian earnings report</b><img src=\"https://static.tigerbbs.com/3a08956d1b47b4fc0cc471a1dec3c8e8\" tg-width=\"913\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/>Friday,<b>As for economic data,</b>Data such as the University of Michigan Consumer Confidence Index and British GDP will be released in August.</p><p><b>In terms of events,</b>In 2024, FOMC voting committee member and San Francisco Fed President Daly was interviewed by Bloomberg.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/02899\">Zijin Mining</a>、<a href=\"https://laohu8.com/S/01928\">Sands China Limited</a>、<a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive</a></b>Companies will announce second-quarter results.</p><p>The latest data shows that Rivian's second-quarter vehicle production and delivery data were better than expected. The company delivered 4,467 vehicles and produced 4,401 vehicles in the second quarter. The consensus expectation is for deliveries of 3,500 vehicles. Rivian also said the company is still on track to achieve its production target of 25,000 vehicles in 2022. The strong performance wasn't surprised by RBC analyst Joseph Spak, who believes the results should boost investor confidence that Rivian is meeting its 2022 goals.</body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","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":"1124546998","content_text":"本周（8.8-8.12）重磅财经事件：经济数据方面，由于7月非农数据强化加息预期，周三公布的美国7月CPI将备受市场关注。此外，美国当周初请失业金人数、密歇根大学消费者信心指数，以及中国7月M2及社会融资规模、7月CPI与PPI数据也将陆续出炉。财报方面，BioNTech、Upstart、诺瓦瓦克斯医药、Roblox、瑞幸咖啡、中芯国际、华虹半导体、李宁、联想集团等多家重点公司将陆续披露业绩。新股方面，柠萌影视周三将在港上市。此外，投资者可留意芝加哥联储主席埃文斯、明尼阿波利斯联储主席卡什卡利、旧金山联储主席戴利等官员的讲话。8月8日 周一关键词：美国7月谘商会就业趋势指数、BioNTech/瑞幸咖啡财报周一，数据方面，欧元区8月Sentix投资者信心指数、美国7月谘商会就业趋势指数将公布。欧元区7月Sentix投资者信心指数录得-26.4，为2020年5月以来新低，预期-19.9，前值-15.8。在疫情持续冲击经济的情况下，8月8日公布的8月份数据料仍不尽如人意。财报方面，BioNTech、Palantir Technologies、瑞幸咖啡、搜狐等公司将披露业绩。5月24日，瑞幸发布了2022年第一季度财报。财报显示，2022年第一季度的总净收入为24.046亿元，同比增长89.5%。这是该公司季度经营利润首次转正，瑞幸咖啡董事长兼首席执行官郭谨一称Q1财报是里程碑。8月9日 周二关键词：中国7月M2及社会融资规模、美国7月NFIB小型企业信心指数、Upstart财报周二，数据方面，中国7月M2、社会融资规模，美国7月NFIB小型企业信心指数将公布。今年上半年社会融资规模增量累计为21万亿元，比上年同期多3.2万亿元。其中，对实体经济发放的人民币贷款增加13.58万亿元，同比多增6329亿元。6月份，社会融资规模增量为5.17万亿元，比上年同期多1.47万亿元。财报方面，Upstart、诺瓦瓦克斯医药、中国有赞等公司将公布业绩。新股方面，柠萌影视将公布中签结果。柠萌影视于2014年成立，拥有《小别离》《小欢喜》《三十而已》《二十不惑》《小舍得》等多部爆款剧。根据弗若斯特沙利文的资料，按2021年的收入计，柠萌影视在所有中国剧集公司中排名第四。于2021年，于中国高度分散的剧集行业中，公司约占有总市场份额的 2.5%。8月10日 周三关键词：中国、美国7月CPI、芝加哥联储主席埃文斯发表讲话、Roblox/联想集团财报周三，美国通胀数据重磅来袭。在7月非农报告强化加息预期后，美国7月CPI就显得尤为重要。据彭博调查，经济学家普遍预计美国7月CPI同比将增长8.8%，此前6月份美国CPI同比大增9.1%。芝商所的美联储观察工具显示，非农数据公布后，9月利率会议加息75个基点的概率达到约七成。美联储理事鲍曼最新发言表示，在通胀明显下降前应继续大幅加息。事件方面，芝加哥联储主席埃文斯将就美国经济和货币政策进行讨论。财报方面，Roblox、Unity Software、Coinbase、联想集团等公司将发布财报。投资研究公司Zacks对Roblox共识估计的收入为6.366亿美元，同比将下降4.34%。二季度的表现预计将受益于消费者入驻、开发者增长和用户参与度的同比上升。新股方面，柠萌影视将于周三上市。8月11日 周四关键词：美国7月PPI、当周初请失业金人数、明尼阿波利斯联储主席卡什卡利讲话、中芯国际/李宁财报周四，美国7月PPI、当周初请失业金人数等经济数据将公布。美国截至7月30日当周初请失业金人数为26万人，接近去年11月以来的最高水平，高于前值25.6万人以及市场预期的25.9万人。在疫情持续冲击经济的情况下，美国截至8月6日当周初请失业金人数料继续高企。事件方面，2023年FOMC票委、明尼阿波利斯联储主席卡什卡利就通胀进行讨论。财报方面，中芯国际、华虹半导体、李宁、迪士尼等公司将披露财报。高盛指出，仍然看好公司本地无厂半导体客户增长需求带动的长期增长前景，但鉴于行业下行周期以及智能手机和消费电子产品的需求放缓（约占收入50%），该行认为公司近期利润增长缓慢，预测中芯国际收入增长将从今年2-3季度的同比+40%/+29%，放缓至今年4季度-明年2季度的同比+10%/-6%/+6%。8月12日 周五关键词：美国8月密歇根大学消费者信心指数、旧金山联储主席戴利接受采访、Rivian财报周五，经济数据方面，美国8月密歇根大学消费者信心指数、英国GDP等数据将公布。事件方面，2024年FOMC票委、旧金山联储主席戴利接受彭博的采访。财报方面，紫金矿业、金沙中国有限公司、Rivian Automotive等公司将公布二季度业绩。最新数据显示，Rivian二季度的汽车产量和交付数据好于预期。该公司二季度交付了4467辆汽车，生产了4401辆。市场普遍预期交付量为3500辆。Rivian还表示，该公司仍有望在2022年实现2.5万辆的产量目标。加拿大皇家银行(RBC)分析师Joseph Spak对这一强劲表现并不感到意外，他认为这一结果应该能增强投资者对Rivian实现2022年目标的信心。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909085015,"gmtCreate":1658792475037,"gmtModify":1676536206923,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909085015","repostId":"1185160635","repostType":4,"isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9905539060,"gmtCreate":1659916143952,"gmtModify":1703475834614,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9905539060","repostId":"1124546998","repostType":4,"repost":{"id":"1124546998","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":1659914607,"share":"https://ttm.financial/m/news/1124546998?lang=en_US&edition=fundamental","pubTime":"2022-08-08 07:23","market":"us","language":"zh","title":"This week's preview | How is U.S. inflation in July? Many Fed officials spoke out intensively","url":"https://stock-news.laohu8.com/highlight/detail?id=1124546998","media":"老虎资讯综合","summary":"本周（8.8-8.12）重磅财经事件：经济数据方面，由于7月非农数据强化加息预期，周三公布的美国7月CPI将备受市场关注。此外，美国当周初请失业金人数、密歇根大学消费者信心指数，以及中国7月M2及社会","content":"<p><html><head></head><body><b>Major financial events this week (8.8-8.12):</b></p><p><b>As for economic data,</b>As July non-agricultural data strengthens rate hike expectations, the U.S. July CPI released on Wednesday will attract market attention. In addition, the number of initial jobless claims in the United States that week, the University of Michigan consumer confidence index, China's July M2 and social financing scale, July CPI and PPI data will also be released one after another.<b>In terms of financial reports,</b>Many key companies such as BioNTech, Upstart, Novavax Pharmaceuticals, Roblox, Luckin Coffee, SMIC, Hua Hong Semiconductor, Li Ning, and Lenovo Group will disclose their performance one after another.<b>In terms of new shares,</b>Ningmeng Film and Television will be listed in Hong Kong on Wednesday.<b>Furthermore,</b>Investors can pay attention to the speeches of Chicago Fed President Evans, Minneapolis Fed President Kashkari, San Francisco Fed President Daly and other officials.<img src=\"https://static.tigerbbs.com/f9f2e613254abcc0c2953e4ac39861fd\" tg-width=\"1280\" tg-height=\"906\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 8: US July Conference Board Employment Trend Index, BioNTech/Luckin Coffee earnings report</b><img src=\"https://static.tigerbbs.com/ef00fdad8274d314c3493886145cfe5b\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/>On Monday,<b>In terms of data, the Eurozone Sentix Investor Confidence Index in August and the Conference Board Employment Trend Index in July will be released.</b></p><p>The Eurozone's Sentix investor confidence index recorded-26.4 in July, a new low since May 2020. It was expected to be-19.9, and the previous value was-15.8. As the epidemic continues to impact the economy, the August data released on August 8 is still unsatisfactory.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a>、<a href=\"https://laohu8.com/S/LKNCY\">Luckin Coffee</a>、<a href=\"https://laohu8.com/S/SOHU\">Sohu</a>Wait for companies to disclose results.</b></p><p>On May 24, Ruixing released its financial report for the first quarter of 2022. The financial report shows that the total net income in the first quarter of 2022 will be 2.4046 billion yuan, a year-on-year increase of 89.5%. This is the first time that the company's quarterly operating profit has turned positive. Guo Jinyi, chairman and CEO of Luckin Coffee, called the Q1 financial report a milestone.<b>Keywords for Tuesday, August 9: China's July M2 and social financing scale, U.S. July NFIB small business confidence index, Upstart financial report</b><img src=\"https://static.tigerbbs.com/5de72c1c16192f63399ae5bb9eda572a\" tg-width=\"910\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/>On Tuesday,<b>In terms of data, China's July M2 and social financing scale, and the U.S. July NFIB Small Business Confidence Index will be released.</b></p><p>In the first half of this year, the cumulative increase in social financing scale was 21 trillion yuan, 3.2 trillion yuan more than the same period last year. Among them, RMB loans issued to the real economy increased by 13.58 trillion yuan, an increase of 632.9 billion yuan year-on-year. In June, the scale of social financing increased by 5.17 trillion yuan, 1.47 trillion yuan more than the same period last year.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/UPST\">Upstart</a>、<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>、<a href=\"https://laohu8.com/S/08083\">China has praise</a>Wait for companies to announce results.</b></p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a></b>The winning results will be announced.</p><p>Ningmeng Film and Television was established in 2014, and owns many hit dramas such as \"Little Farewell\", \"Little Joy\", \"Only Thirty\", \"Twenty Not Confused\" and \"Little Willing\". According to Frost & Sullivan, Ningmeng Film and Television ranks fourth among all Chinese drama companies in terms of revenue in 2021. In 2021, the company will account for approximately 2.5% of the total market share in China's highly fragmented drama industry.<b>Keywords for Wednesday, August 10: China, U.S. July CPI, Chicago Fed President Evans delivers a speech, Roblox/Lenovo Group earnings report</b><img src=\"https://static.tigerbbs.com/a9e5b4967624b913c498374e9f3cdeb3\" tg-width=\"910\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/>On Wednesday,<b>U.S. inflation data hit hard. After the July non-agricultural report strengthened rate hike expectations, the U.S. CPI in July became particularly important.</b></p><p>According to a Bloomberg survey, economists generally expect the U.S. CPI to increase by 8.8% year-on-year in July, after the U.S. CPI surged by 9.1% year-on-year in June. CME group's Fed Watch tool shows that after the release of non-agricultural data, the probability of a 75 basis point rate hike at the September interest rate meeting reached about 70%. Federal Reserve Governor Bowman said in his latest speech that sharp rate hike should continue before inflation drops significantly.<b>In terms of events, Chicago Fed President Evans will discuss U.S. economic and monetary policy.</b></p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>Wait for the company to release financial reports.</b></p><p>The Zacks Consensus Estimate for Roblox, an investment research firm, has revenue of $636.6 million, indicating a year-over-year decline of 4.34%. The performance in the second quarter is expected to benefit from a year-on-year increase in consumer entry, developer growth and user engagement.<b>In terms of new shares,<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a></b>It will be available on Wednesday.</p><p><b>Keywords for Thursday, August 11: U.S. PPI in July, the number of initial jobless claims for the week, Minneapolis Fed President Kashkari's speech, SMIC/Li Ning financial report</b><img src=\"https://static.tigerbbs.com/d1cbb1b5acc160e860d8068f275584bc\" tg-width=\"909\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>On Thursday, economic data such as the U.S. PPI for July and the number of initial jobless claims for the week will be released.</p><p>The number of initial jobless claims in the United States for the week ended July 30 was 260,000, close to the highest level since November last year, higher than the previous value of 256,000 and market expectations of 259,000. As the epidemic continues to impact the economy, the number of initial jobless claims in the United States is expected to remain high for the week ending August 6.<b>In terms of events,</b>In 2023, the FOMC voting committee and Minneapolis Fed President Kashkari will discuss inflation.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/00981\">SMIC</a>、<a href=\"https://laohu8.com/S/01347\">Hua Hong Semiconductor</a>、<a href=\"https://laohu8.com/S/02331\">Li Ning</a>、<a href=\"https://laohu8.com/S/DIS\">Disney</a></b>The company will disclose its financial report.</p><p>Goldman Sachs pointed out that it is still optimistic about the long-term growth prospects driven by the growth demand of the company's local factory-less semiconductor customers. However, in view of the industry downturn and the slowdown in demand for smartphones and consumer electronics products (accounting for about 50% of revenue), the bank believes that the company's recent profit growth is slow, and it is predicted that SMIC's revenue growth will slow down from +40%/+29% year-on-year in the second-third quarter of this year to +10%/-6%/+6% year-on-year in the fourth quarter of this year to the second quarter of next year.<b>KEYWORDS FRIDAY, August 12: U.S. August University of Michigan consumer confidence index, San Francisco Fed President Daly interviewed, Rivian earnings report</b><img src=\"https://static.tigerbbs.com/3a08956d1b47b4fc0cc471a1dec3c8e8\" tg-width=\"913\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/>Friday,<b>As for economic data,</b>Data such as the University of Michigan Consumer Confidence Index and British GDP will be released in August.</p><p><b>In terms of events,</b>In 2024, FOMC voting committee member and San Francisco Fed President Daly was interviewed by Bloomberg.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/02899\">Zijin Mining</a>、<a href=\"https://laohu8.com/S/01928\">Sands China Limited</a>、<a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive</a></b>Companies will announce second-quarter results.</p><p>The latest data shows that Rivian's second-quarter vehicle production and delivery data were better than expected. The company delivered 4,467 vehicles and produced 4,401 vehicles in the second quarter. The consensus expectation is for deliveries of 3,500 vehicles. Rivian also said the company is still on track to achieve its production target of 25,000 vehicles in 2022. The strong performance wasn't surprised by RBC analyst Joseph Spak, who believes the results should boost investor confidence that Rivian is meeting its 2022 goals.</body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This week's preview | How is U.S. inflation in July? Many Fed officials spoke out intensively</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis week's preview | How is U.S. inflation in July? Many Fed officials spoke out intensively\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-08 07:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Major financial events this week (8.8-8.12):</b></p><p><b>As for economic data,</b>As July non-agricultural data strengthens rate hike expectations, the U.S. July CPI released on Wednesday will attract market attention. In addition, the number of initial jobless claims in the United States that week, the University of Michigan consumer confidence index, China's July M2 and social financing scale, July CPI and PPI data will also be released one after another.<b>In terms of financial reports,</b>Many key companies such as BioNTech, Upstart, Novavax Pharmaceuticals, Roblox, Luckin Coffee, SMIC, Hua Hong Semiconductor, Li Ning, and Lenovo Group will disclose their performance one after another.<b>In terms of new shares,</b>Ningmeng Film and Television will be listed in Hong Kong on Wednesday.<b>Furthermore,</b>Investors can pay attention to the speeches of Chicago Fed President Evans, Minneapolis Fed President Kashkari, San Francisco Fed President Daly and other officials.<img src=\"https://static.tigerbbs.com/f9f2e613254abcc0c2953e4ac39861fd\" tg-width=\"1280\" tg-height=\"906\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 8: US July Conference Board Employment Trend Index, BioNTech/Luckin Coffee earnings report</b><img src=\"https://static.tigerbbs.com/ef00fdad8274d314c3493886145cfe5b\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/>On Monday,<b>In terms of data, the Eurozone Sentix Investor Confidence Index in August and the Conference Board Employment Trend Index in July will be released.</b></p><p>The Eurozone's Sentix investor confidence index recorded-26.4 in July, a new low since May 2020. It was expected to be-19.9, and the previous value was-15.8. As the epidemic continues to impact the economy, the August data released on August 8 is still unsatisfactory.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a>、<a href=\"https://laohu8.com/S/LKNCY\">Luckin Coffee</a>、<a href=\"https://laohu8.com/S/SOHU\">Sohu</a>Wait for companies to disclose results.</b></p><p>On May 24, Ruixing released its financial report for the first quarter of 2022. The financial report shows that the total net income in the first quarter of 2022 will be 2.4046 billion yuan, a year-on-year increase of 89.5%. This is the first time that the company's quarterly operating profit has turned positive. Guo Jinyi, chairman and CEO of Luckin Coffee, called the Q1 financial report a milestone.<b>Keywords for Tuesday, August 9: China's July M2 and social financing scale, U.S. July NFIB small business confidence index, Upstart financial report</b><img src=\"https://static.tigerbbs.com/5de72c1c16192f63399ae5bb9eda572a\" tg-width=\"910\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/>On Tuesday,<b>In terms of data, China's July M2 and social financing scale, and the U.S. July NFIB Small Business Confidence Index will be released.</b></p><p>In the first half of this year, the cumulative increase in social financing scale was 21 trillion yuan, 3.2 trillion yuan more than the same period last year. Among them, RMB loans issued to the real economy increased by 13.58 trillion yuan, an increase of 632.9 billion yuan year-on-year. In June, the scale of social financing increased by 5.17 trillion yuan, 1.47 trillion yuan more than the same period last year.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/UPST\">Upstart</a>、<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>、<a href=\"https://laohu8.com/S/08083\">China has praise</a>Wait for companies to announce results.</b></p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a></b>The winning results will be announced.</p><p>Ningmeng Film and Television was established in 2014, and owns many hit dramas such as \"Little Farewell\", \"Little Joy\", \"Only Thirty\", \"Twenty Not Confused\" and \"Little Willing\". According to Frost & Sullivan, Ningmeng Film and Television ranks fourth among all Chinese drama companies in terms of revenue in 2021. In 2021, the company will account for approximately 2.5% of the total market share in China's highly fragmented drama industry.<b>Keywords for Wednesday, August 10: China, U.S. July CPI, Chicago Fed President Evans delivers a speech, Roblox/Lenovo Group earnings report</b><img src=\"https://static.tigerbbs.com/a9e5b4967624b913c498374e9f3cdeb3\" tg-width=\"910\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/>On Wednesday,<b>U.S. inflation data hit hard. After the July non-agricultural report strengthened rate hike expectations, the U.S. CPI in July became particularly important.</b></p><p>According to a Bloomberg survey, economists generally expect the U.S. CPI to increase by 8.8% year-on-year in July, after the U.S. CPI surged by 9.1% year-on-year in June. CME group's Fed Watch tool shows that after the release of non-agricultural data, the probability of a 75 basis point rate hike at the September interest rate meeting reached about 70%. Federal Reserve Governor Bowman said in his latest speech that sharp rate hike should continue before inflation drops significantly.<b>In terms of events, Chicago Fed President Evans will discuss U.S. economic and monetary policy.</b></p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>Wait for the company to release financial reports.</b></p><p>The Zacks Consensus Estimate for Roblox, an investment research firm, has revenue of $636.6 million, indicating a year-over-year decline of 4.34%. The performance in the second quarter is expected to benefit from a year-on-year increase in consumer entry, developer growth and user engagement.<b>In terms of new shares,<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a></b>It will be available on Wednesday.</p><p><b>Keywords for Thursday, August 11: U.S. PPI in July, the number of initial jobless claims for the week, Minneapolis Fed President Kashkari's speech, SMIC/Li Ning financial report</b><img src=\"https://static.tigerbbs.com/d1cbb1b5acc160e860d8068f275584bc\" tg-width=\"909\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>On Thursday, economic data such as the U.S. PPI for July and the number of initial jobless claims for the week will be released.</p><p>The number of initial jobless claims in the United States for the week ended July 30 was 260,000, close to the highest level since November last year, higher than the previous value of 256,000 and market expectations of 259,000. As the epidemic continues to impact the economy, the number of initial jobless claims in the United States is expected to remain high for the week ending August 6.<b>In terms of events,</b>In 2023, the FOMC voting committee and Minneapolis Fed President Kashkari will discuss inflation.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/00981\">SMIC</a>、<a href=\"https://laohu8.com/S/01347\">Hua Hong Semiconductor</a>、<a href=\"https://laohu8.com/S/02331\">Li Ning</a>、<a href=\"https://laohu8.com/S/DIS\">Disney</a></b>The company will disclose its financial report.</p><p>Goldman Sachs pointed out that it is still optimistic about the long-term growth prospects driven by the growth demand of the company's local factory-less semiconductor customers. However, in view of the industry downturn and the slowdown in demand for smartphones and consumer electronics products (accounting for about 50% of revenue), the bank believes that the company's recent profit growth is slow, and it is predicted that SMIC's revenue growth will slow down from +40%/+29% year-on-year in the second-third quarter of this year to +10%/-6%/+6% year-on-year in the fourth quarter of this year to the second quarter of next year.<b>KEYWORDS FRIDAY, August 12: U.S. August University of Michigan consumer confidence index, San Francisco Fed President Daly interviewed, Rivian earnings report</b><img src=\"https://static.tigerbbs.com/3a08956d1b47b4fc0cc471a1dec3c8e8\" tg-width=\"913\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/>Friday,<b>As for economic data,</b>Data such as the University of Michigan Consumer Confidence Index and British GDP will be released in August.</p><p><b>In terms of events,</b>In 2024, FOMC voting committee member and San Francisco Fed President Daly was interviewed by Bloomberg.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/02899\">Zijin Mining</a>、<a href=\"https://laohu8.com/S/01928\">Sands China Limited</a>、<a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive</a></b>Companies will announce second-quarter results.</p><p>The latest data shows that Rivian's second-quarter vehicle production and delivery data were better than expected. The company delivered 4,467 vehicles and produced 4,401 vehicles in the second quarter. The consensus expectation is for deliveries of 3,500 vehicles. Rivian also said the company is still on track to achieve its production target of 25,000 vehicles in 2022. The strong performance wasn't surprised by RBC analyst Joseph Spak, who believes the results should boost investor confidence that Rivian is meeting its 2022 goals.</body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","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":"1124546998","content_text":"本周（8.8-8.12）重磅财经事件：经济数据方面，由于7月非农数据强化加息预期，周三公布的美国7月CPI将备受市场关注。此外，美国当周初请失业金人数、密歇根大学消费者信心指数，以及中国7月M2及社会融资规模、7月CPI与PPI数据也将陆续出炉。财报方面，BioNTech、Upstart、诺瓦瓦克斯医药、Roblox、瑞幸咖啡、中芯国际、华虹半导体、李宁、联想集团等多家重点公司将陆续披露业绩。新股方面，柠萌影视周三将在港上市。此外，投资者可留意芝加哥联储主席埃文斯、明尼阿波利斯联储主席卡什卡利、旧金山联储主席戴利等官员的讲话。8月8日 周一关键词：美国7月谘商会就业趋势指数、BioNTech/瑞幸咖啡财报周一，数据方面，欧元区8月Sentix投资者信心指数、美国7月谘商会就业趋势指数将公布。欧元区7月Sentix投资者信心指数录得-26.4，为2020年5月以来新低，预期-19.9，前值-15.8。在疫情持续冲击经济的情况下，8月8日公布的8月份数据料仍不尽如人意。财报方面，BioNTech、Palantir Technologies、瑞幸咖啡、搜狐等公司将披露业绩。5月24日，瑞幸发布了2022年第一季度财报。财报显示，2022年第一季度的总净收入为24.046亿元，同比增长89.5%。这是该公司季度经营利润首次转正，瑞幸咖啡董事长兼首席执行官郭谨一称Q1财报是里程碑。8月9日 周二关键词：中国7月M2及社会融资规模、美国7月NFIB小型企业信心指数、Upstart财报周二，数据方面，中国7月M2、社会融资规模，美国7月NFIB小型企业信心指数将公布。今年上半年社会融资规模增量累计为21万亿元，比上年同期多3.2万亿元。其中，对实体经济发放的人民币贷款增加13.58万亿元，同比多增6329亿元。6月份，社会融资规模增量为5.17万亿元，比上年同期多1.47万亿元。财报方面，Upstart、诺瓦瓦克斯医药、中国有赞等公司将公布业绩。新股方面，柠萌影视将公布中签结果。柠萌影视于2014年成立，拥有《小别离》《小欢喜》《三十而已》《二十不惑》《小舍得》等多部爆款剧。根据弗若斯特沙利文的资料，按2021年的收入计，柠萌影视在所有中国剧集公司中排名第四。于2021年，于中国高度分散的剧集行业中，公司约占有总市场份额的 2.5%。8月10日 周三关键词：中国、美国7月CPI、芝加哥联储主席埃文斯发表讲话、Roblox/联想集团财报周三，美国通胀数据重磅来袭。在7月非农报告强化加息预期后，美国7月CPI就显得尤为重要。据彭博调查，经济学家普遍预计美国7月CPI同比将增长8.8%，此前6月份美国CPI同比大增9.1%。芝商所的美联储观察工具显示，非农数据公布后，9月利率会议加息75个基点的概率达到约七成。美联储理事鲍曼最新发言表示，在通胀明显下降前应继续大幅加息。事件方面，芝加哥联储主席埃文斯将就美国经济和货币政策进行讨论。财报方面，Roblox、Unity Software、Coinbase、联想集团等公司将发布财报。投资研究公司Zacks对Roblox共识估计的收入为6.366亿美元，同比将下降4.34%。二季度的表现预计将受益于消费者入驻、开发者增长和用户参与度的同比上升。新股方面，柠萌影视将于周三上市。8月11日 周四关键词：美国7月PPI、当周初请失业金人数、明尼阿波利斯联储主席卡什卡利讲话、中芯国际/李宁财报周四，美国7月PPI、当周初请失业金人数等经济数据将公布。美国截至7月30日当周初请失业金人数为26万人，接近去年11月以来的最高水平，高于前值25.6万人以及市场预期的25.9万人。在疫情持续冲击经济的情况下，美国截至8月6日当周初请失业金人数料继续高企。事件方面，2023年FOMC票委、明尼阿波利斯联储主席卡什卡利就通胀进行讨论。财报方面，中芯国际、华虹半导体、李宁、迪士尼等公司将披露财报。高盛指出，仍然看好公司本地无厂半导体客户增长需求带动的长期增长前景，但鉴于行业下行周期以及智能手机和消费电子产品的需求放缓（约占收入50%），该行认为公司近期利润增长缓慢，预测中芯国际收入增长将从今年2-3季度的同比+40%/+29%，放缓至今年4季度-明年2季度的同比+10%/-6%/+6%。8月12日 周五关键词：美国8月密歇根大学消费者信心指数、旧金山联储主席戴利接受采访、Rivian财报周五，经济数据方面，美国8月密歇根大学消费者信心指数、英国GDP等数据将公布。事件方面，2024年FOMC票委、旧金山联储主席戴利接受彭博的采访。财报方面，紫金矿业、金沙中国有限公司、Rivian Automotive等公司将公布二季度业绩。最新数据显示，Rivian二季度的汽车产量和交付数据好于预期。该公司二季度交付了4467辆汽车，生产了4401辆。市场普遍预期交付量为3500辆。Rivian还表示，该公司仍有望在2022年实现2.5万辆的产量目标。加拿大皇家银行(RBC)分析师Joseph Spak对这一强劲表现并不感到意外，他认为这一结果应该能增强投资者对Rivian实现2022年目标的信心。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916697965,"gmtCreate":1664583997057,"gmtModify":1676537479546,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916697965","repostId":"1190476019","repostType":2,"repost":{"id":"1190476019","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":1664544619,"share":"https://ttm.financial/m/news/1190476019?lang=en_US&edition=fundamental","pubTime":"2022-09-30 21:30","market":"us","language":"zh","title":"Opening | open low for the three major U.S. stock indexes, Nike fell 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190476019","media":"老虎资讯综合","summary":"道指开跌约90点，纳指开跌0.4%，标普500指数开跌0.24%。","content":"<p><html><head></head><body>On September 30 (Friday), the S&P 500 index opened down 3.84 points, or 0.11%, to 3636.63 points; The Nasdaq Composite Index opened down 17.82 points, or 0.17%, to 10,719.69 points; The Dow Jones index opened down 56.54 points, or 0.19%, to 29169.07 points.</p><p><img src=\"https://static.tigerbbs.com/10840d5cf8a599cc1cbbe6951df6cda8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>A sharp drop of 13%, Q1 net profit in fiscal year 2023 was US $1.468 billion, a year-on-year decrease of 22%; Declining gross profit margins and high inventories worry the market. At the same time, Under Armour fell 12%,<a href=\"https://laohu8.com/S/DKS\">Dick's Sporting Goods</a>Fell more than 11%.</p><p>New energy vehicle stocks fell,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Faraday Future fell more than 4%.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 1.4%, Ali announced the election of Zhang Yong, Yang Zhiyuan, Wan Ling MARTELLO and Wu Gangping as the company's second group of directors.</p><p><a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>It opened down more than 7%, and Q3 revenue in 2022 was US $4.305 billion, compared with US $546 million in the same period last year. Q3 adjusted net loss was $688 million, compared with an expected loss of $363.4 million. At the same time,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 6%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>, Lindblad Expeditions Fell more than 5%.</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 | open low for the three major U.S. stock indexes, Nike fell 13%</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 | open low for the three major U.S. stock indexes, Nike fell 13%\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\">2022-09-30 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On September 30 (Friday), the S&P 500 index opened down 3.84 points, or 0.11%, to 3636.63 points; The Nasdaq Composite Index opened down 17.82 points, or 0.17%, to 10,719.69 points; The Dow Jones index opened down 56.54 points, or 0.19%, to 29169.07 points.</p><p><img src=\"https://static.tigerbbs.com/10840d5cf8a599cc1cbbe6951df6cda8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>A sharp drop of 13%, Q1 net profit in fiscal year 2023 was US $1.468 billion, a year-on-year decrease of 22%; Declining gross profit margins and high inventories worry the market. At the same time, Under Armour fell 12%,<a href=\"https://laohu8.com/S/DKS\">Dick's Sporting Goods</a>Fell more than 11%.</p><p>New energy vehicle stocks fell,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Faraday Future fell more than 4%.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 1.4%, Ali announced the election of Zhang Yong, Yang Zhiyuan, Wan Ling MARTELLO and Wu Gangping as the company's second group of directors.</p><p><a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>It opened down more than 7%, and Q3 revenue in 2022 was US $4.305 billion, compared with US $546 million in the same period last year. Q3 adjusted net loss was $688 million, compared with an expected loss of $363.4 million. At the same time,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 6%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>, Lindblad Expeditions Fell more than 5%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190476019","content_text":"9月30日（周五），标普500指数开盘下跌3.84点，跌幅0.11%，报3636.63点；纳斯达克综合指数开盘下跌17.82点，跌幅0.17%，报10719.69点；道琼斯指数开盘下跌56.54点，跌幅0.19%，报29169.07点。耐克大跌13%，2023财年Q1净利润14.68亿美元，同比下降22%；毛利率下降和库存高企令市场担忧。同时，安德玛跌12%，迪克体育用品跌超11%。新能源车股走低，小鹏汽车、理想汽车、法拉第未来跌超4%。阿里巴巴涨1.4%，阿里宣布选举张勇、杨致远、Wan Ling MARTELLO及吴港平各自担任公司第二组董事。嘉年华邮轮开跌超7%，2022年Q3营收43.05亿美元，去年同期为5.46亿美元。Q3调整后净损失6.88亿美元，预期损失3.634亿美元。同时，挪威邮轮跌超6%，皇家加勒比邮轮、Lindblad Expeditions跌超5%。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957542001,"gmtCreate":1677454468204,"gmtModify":1677454471864,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957542001","repostId":"2314375719","repostType":4,"isVote":1,"tweetType":1,"viewCount":5674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989128866,"gmtCreate":1665960638055,"gmtModify":1676537682186,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989128866","repostId":"1160955462","repostType":4,"repost":{"id":"1160955462","kind":"news","pubTimestamp":1665904474,"share":"https://ttm.financial/m/news/1160955462?lang=en_US&edition=fundamental","pubTime":"2022-10-16 15:14","market":"other","language":"zh","title":"The UK's \"playing with fire drama\" is coming to an end: the new finance minister and the central bank join forces, and Truss \"steps aside\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1160955462","media":"华尔街见闻","summary":"亨特与英国行长贝利在经济稳定和财政政策的可持续性方面达成共识，使财政部和央行重新形成统一战线。英国首相特拉斯弃车保帅，选择前外长杰里米•亨特接替上任38天就被炒掉的克沃滕，担任新任英国财政大臣。然而，","content":"<p><html><head></head><body>Hunter and British Governor Bailey reached a consensus on economic stability and the sustainability of fiscal policy, which brought the Ministry of Finance and the central bank to form a United front again. British Prime Minister Truss abandoned his car and chose former Foreign Minister Jeremy Hunt to replace Kwarten, who was fired 38 days after taking office, as the new British Chancellor of the Exchequer.</p><p>However, the new finance minister pointed the finger at Truss on his first day in office.<b>She said she was too hasty and aggressive in the tax reduction plan, which had mistakes and that the government must increase taxes and cut spending in the future.</b></p><p>Hunt also won the support of the Bank of England, reaching a consensus with Governor Bailey on economic stability and the sustainability of fiscal policy, bringing the Treasury and the central bank back into a united front.</p><p>At this point, the financial market, which has been turbulent for three weeks, has finally stabilized, and the medium-term fiscal plan announced by the Ministry of Finance at the end of October may bring an end to it.</p><p>At the same time, the voice in the Conservative Party calling for Truss to resign is getting louder and louder, and the support rate is also declining rapidly. Whether Truss can keep the crumbling position as prime minister is still a question.</p><p>Hunter: Borrowing money to cut taxes won't work</p><p>Jeremy Hunt said in a statement on Saturday night that the government must be \"honest with the people\" and must make \"some exceptionally difficult decisions on spending and taxation to reduce debt\". He promised:</p><p>When making these decisions, our primary consideration is how to protect and help families, businesses and people who are struggling. My focus is on steady growth. It is the right thing to drive economic growth. But we've gone too far, too fast. Hunter made it clear that he disagreed with Truss and Kwarten's approach.</p><p>He told the media,<b>Borrowing money to cut taxes simply won't work, and canceling the plan to raise corporate taxes will only reduce the burden on the rich.</b></p><p>Something people want, something markets want, something the country needs right now is stability. No finance minister can control the markets. But what I can do is demonstrate that we can pay for our tax and spending plans. He said that all government departments in the UK will tighten their belts and every department will have to cut spending. But this does not mean that the British government has returned to the austerity policy of 2010.</p><p>Hunter's series of statements actually announced the abandonment of Truss's tax cut plan.</p><p>The mini budget exists in name only</p><p>After Truss announced the resumption of the corporate tax hike plan, Hunter is expected to make changes to other measures in the tax cut plan, dubbed the \"mini-budget.\"</p><p>On Saturday, there were media reports that Hunt may delay a planned 1p reduction in the basic income tax rate until 2024, a move that could save the Government £ 5 bn in expenses. But Treasury insiders insist that no decision has been made. \"Nothing is impossible, but nothing is decided,\" an official said.</p><p>The British Treasury said in a statement on the 14th,<b>Hunter will unveil the government's medium-term fiscal plan at the end of October.</b>Speaking to the media early Saturday, Hunt said the plan would \"basically\" be a full budget.</p><p>In order to rebuild the economy, former British Finance Minister Kwarten announced the most radical tax reduction plan in half a century on September 23rd. These include drastically reducing stamp duty, canceling the increase of national insurance tax, reducing basic income tax, and canceling the plan to raise corporate income tax from 19% to 25%.</p><p>The cost of the tax reduction plan is estimated to be around 43 billion pounds, which is nicknamed \"mini-budget\" by the outside world.</p><p>However, once the plan was announced, it frightened the British financial market, the bond market suffered a bloodbath, and the exchange rate of the pound against the US dollar once fell to a record low.</p><p>The Bank of England was forced to launch an emergency bond purchase plan to prevent the financial crisis from becoming unmanageable.</p><p>On the government side, under pressure from the market and colleagues, Truss was finally forced to make a \"U-turn\" in economic policy, announcing at a press conference on Friday that Jeremy had chosen to succeed her former staunch ally Kwarten. Truss also scrapped corporate tax plans that cost up to £ 18 bn, leaving UK corporate tax at 25%.</p><p>According to market analysis research, considering the cost of Truss's mini-budget, the new government needs to increase savings or income by about 24 billion pounds to bring the debt back on the track of sustainable development, and the Prime Minister's tax reduction plan has \"existed in name only\".</p><p><b>The Ministry of Finance and the Central Bank reform a United front</b></p><p>Also on Saturday, BoE Governor Bailey said<b>Supports higher corporation tax, saying he values \"the sustainability of fiscal policy\".</b></p><p>UK Governor Bailey said at a panel meeting during the autumn 2022 annual meetings of the International Monetary Fund (IMF) and the World Bank:</p><p>I spoke with Jeremy Hunt yesterday and reached a clear opinion on the importance of stability and fiscal sustainability. He added that the U-turn of the corporate tax plan is significant for economic and fiscal policy. In the drama of \"playing with fire and setting yourself on fire\" staged by Truss, the Bank of England took a risky move and maintained the end date of its emergency bond purchase on October 14, betting on market safety, forcing the British government to \"pull back from the precipice\" and abandon the new tax reduction policy, so as to avoid worsening inflation.</p><p>But Mr Bailey added that, in his view, the government's energy price subsidies \"will increase demand and increase inflationary pressures in the UK\".</p><p>Faced with the worst inflation in 40 years, he warned that the central bank is inclined to raise interest rates significantly as a reaction to Truss and Hunt's fiscal policies.</p><p>We will not hesitate to rate hike to meet our inflation target. And, as it stands today, my guess is,<b>Inflationary pressures will require a stronger response than we imagined in August.</b><b>Alliance split, support rate declines, and Truss's position as Prime Minister falters</b></p><p>Ambitious tax cuts also set Truss on fire.</p><p>The UK has been mired in a political crisis and financial turmoil since the Truss government announced a £ 43 bn tax cut plan. Bloomberg Economic Research believes that the hit to the British economy will account for 2% of GDP.</p><p>This caused public outrage inside and outside the party.</p><p>According to media reports, some senior Conservative Party officials are planning to remove Truss and hope that she will resign as prime minister next week. Several senior Conservative MPs will meet on the 17th local time to discuss Truss's future.</p><p>A previous poll showed that more than half of voters thought Truss should take the blame and resign.</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 UK's \"playing with fire drama\" is coming to an end: the new finance minister and the central bank join forces, and Truss \"steps aside\"</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 UK's \"playing with fire drama\" is coming to an end: the new finance minister and the central bank join forces, and Truss \"steps aside\"\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\">2022-10-16 15:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Hunter and British Governor Bailey reached a consensus on economic stability and the sustainability of fiscal policy, which brought the Ministry of Finance and the central bank to form a United front again. British Prime Minister Truss abandoned his car and chose former Foreign Minister Jeremy Hunt to replace Kwarten, who was fired 38 days after taking office, as the new British Chancellor of the Exchequer.</p><p>However, the new finance minister pointed the finger at Truss on his first day in office.<b>She said she was too hasty and aggressive in the tax reduction plan, which had mistakes and that the government must increase taxes and cut spending in the future.</b></p><p>Hunt also won the support of the Bank of England, reaching a consensus with Governor Bailey on economic stability and the sustainability of fiscal policy, bringing the Treasury and the central bank back into a united front.</p><p>At this point, the financial market, which has been turbulent for three weeks, has finally stabilized, and the medium-term fiscal plan announced by the Ministry of Finance at the end of October may bring an end to it.</p><p>At the same time, the voice in the Conservative Party calling for Truss to resign is getting louder and louder, and the support rate is also declining rapidly. Whether Truss can keep the crumbling position as prime minister is still a question.</p><p>Hunter: Borrowing money to cut taxes won't work</p><p>Jeremy Hunt said in a statement on Saturday night that the government must be \"honest with the people\" and must make \"some exceptionally difficult decisions on spending and taxation to reduce debt\". He promised:</p><p>When making these decisions, our primary consideration is how to protect and help families, businesses and people who are struggling. My focus is on steady growth. It is the right thing to drive economic growth. But we've gone too far, too fast. Hunter made it clear that he disagreed with Truss and Kwarten's approach.</p><p>He told the media,<b>Borrowing money to cut taxes simply won't work, and canceling the plan to raise corporate taxes will only reduce the burden on the rich.</b></p><p>Something people want, something markets want, something the country needs right now is stability. No finance minister can control the markets. But what I can do is demonstrate that we can pay for our tax and spending plans. He said that all government departments in the UK will tighten their belts and every department will have to cut spending. But this does not mean that the British government has returned to the austerity policy of 2010.</p><p>Hunter's series of statements actually announced the abandonment of Truss's tax cut plan.</p><p>The mini budget exists in name only</p><p>After Truss announced the resumption of the corporate tax hike plan, Hunter is expected to make changes to other measures in the tax cut plan, dubbed the \"mini-budget.\"</p><p>On Saturday, there were media reports that Hunt may delay a planned 1p reduction in the basic income tax rate until 2024, a move that could save the Government £ 5 bn in expenses. But Treasury insiders insist that no decision has been made. \"Nothing is impossible, but nothing is decided,\" an official said.</p><p>The British Treasury said in a statement on the 14th,<b>Hunter will unveil the government's medium-term fiscal plan at the end of October.</b>Speaking to the media early Saturday, Hunt said the plan would \"basically\" be a full budget.</p><p>In order to rebuild the economy, former British Finance Minister Kwarten announced the most radical tax reduction plan in half a century on September 23rd. These include drastically reducing stamp duty, canceling the increase of national insurance tax, reducing basic income tax, and canceling the plan to raise corporate income tax from 19% to 25%.</p><p>The cost of the tax reduction plan is estimated to be around 43 billion pounds, which is nicknamed \"mini-budget\" by the outside world.</p><p>However, once the plan was announced, it frightened the British financial market, the bond market suffered a bloodbath, and the exchange rate of the pound against the US dollar once fell to a record low.</p><p>The Bank of England was forced to launch an emergency bond purchase plan to prevent the financial crisis from becoming unmanageable.</p><p>On the government side, under pressure from the market and colleagues, Truss was finally forced to make a \"U-turn\" in economic policy, announcing at a press conference on Friday that Jeremy had chosen to succeed her former staunch ally Kwarten. Truss also scrapped corporate tax plans that cost up to £ 18 bn, leaving UK corporate tax at 25%.</p><p>According to market analysis research, considering the cost of Truss's mini-budget, the new government needs to increase savings or income by about 24 billion pounds to bring the debt back on the track of sustainable development, and the Prime Minister's tax reduction plan has \"existed in name only\".</p><p><b>The Ministry of Finance and the Central Bank reform a United front</b></p><p>Also on Saturday, BoE Governor Bailey said<b>Supports higher corporation tax, saying he values \"the sustainability of fiscal policy\".</b></p><p>UK Governor Bailey said at a panel meeting during the autumn 2022 annual meetings of the International Monetary Fund (IMF) and the World Bank:</p><p>I spoke with Jeremy Hunt yesterday and reached a clear opinion on the importance of stability and fiscal sustainability. He added that the U-turn of the corporate tax plan is significant for economic and fiscal policy. In the drama of \"playing with fire and setting yourself on fire\" staged by Truss, the Bank of England took a risky move and maintained the end date of its emergency bond purchase on October 14, betting on market safety, forcing the British government to \"pull back from the precipice\" and abandon the new tax reduction policy, so as to avoid worsening inflation.</p><p>But Mr Bailey added that, in his view, the government's energy price subsidies \"will increase demand and increase inflationary pressures in the UK\".</p><p>Faced with the worst inflation in 40 years, he warned that the central bank is inclined to raise interest rates significantly as a reaction to Truss and Hunt's fiscal policies.</p><p>We will not hesitate to rate hike to meet our inflation target. And, as it stands today, my guess is,<b>Inflationary pressures will require a stronger response than we imagined in August.</b><b>Alliance split, support rate declines, and Truss's position as Prime Minister falters</b></p><p>Ambitious tax cuts also set Truss on fire.</p><p>The UK has been mired in a political crisis and financial turmoil since the Truss government announced a £ 43 bn tax cut plan. Bloomberg Economic Research believes that the hit to the British economy will account for 2% of GDP.</p><p>This caused public outrage inside and outside the party.</p><p>According to media reports, some senior Conservative Party officials are planning to remove Truss and hope that she will resign as prime minister next week. Several senior Conservative MPs will meet on the 17th local time to discuss Truss's future.</p><p>A previous poll showed that more than half of voters thought Truss should take the blame and resign.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3672450\">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/05bdf200c4138336b0f7e4174ef1a988","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3672450","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160955462","content_text":"亨特与英国行长贝利在经济稳定和财政政策的可持续性方面达成共识，使财政部和央行重新形成统一战线。英国首相特拉斯弃车保帅，选择前外长杰里米•亨特接替上任38天就被炒掉的克沃滕，担任新任英国财政大臣。然而，这位新财长上任第一天就将矛头直指特拉斯，称她在减税计划中行事过于草率和激进，该计划存在错误，未来政府必须增加税收并削减开支。亨特还赢得了英国央行的支持，与行长贝利在经济稳定和财政政策的可持续性方面达成共识，使财政部和央行重新形成统一战线。至此，持续动荡了三周的金融市场终于趋于稳定，财政部10月底公布的中期财政计划或将为其画上句号。与此同时，保守党内要求特拉斯辞职的声音越来越大，支持率也快速下滑，特拉斯能否保住摇摇欲坠的首相之位还是个问题。亨特：借钱减税行不通杰里米•亨特在周六晚间的一份声明中表示，政府必须“对人民诚实”，必须“在支出和税收方面做出一些异常艰难的决定，以减少债务”。他承诺：在做出这些决定时，我们的首要考虑是如何保护和帮助陷入困境的家庭、企业和人民。我的重点是稳定增长。推动经济增长是正确的。但我们走得太远、太快了。亨特明确表态，称他不同意特拉斯和克沃滕的做法。他告诉媒体，借钱减税根本行不通，取消上调公司税的计划只会为富人减负。人们想要的东西，市场想要的东西，国家现在需要的东西是稳定。没有财政部长可以控制市场。但我能做的是证明我们可以为我们的税收和支出计划买单。他表示，英国所有政府部门都将勒紧裤腰带，每个部门都必须削减开支。但这并不意味着英国政府重回2010年时的紧缩政策。亨特的一系列表态实际上是宣布放弃了特拉斯的减税计划。迷你预算名存实亡在特拉斯宣布恢复上调公司税计划之后，亨特预计将对这项被称为“迷你预算”的减税计划中的其他措施进行修改。周六，有媒体报道，亨特可能会把基本所得税税率下调1便士的计划推迟到2024年，此举可以为政府节省50亿英镑的开支。但财政部内部人士坚称，尚未做出任何决定。一位官员说：“没有什么是不可能的，但没有任何决定。”英国财政部14日在一份声明中表示，亨特将于10月底公布政府中期财政计划。亨特在周六早些时候对媒体表示，该计划“基本上”将是一份完整的预算案。为了重建经济，英国前任财长克沃滕于9月23日宣布了这项半世纪以来最激进的减税方案。其中包括大幅削减印花税、取消上调国民保险税、降低基本所得税税，取消把企业所得税从19%提高到25%的计划。该减税计划成本预计在430亿英镑左右，被外界戏称为“迷你预算”。然而，该计划一经宣布便吓坏英国金融市场，债市遭遇血洗，英镑兑美元汇率一度跌至历史新低。英国央行被迫启动紧急购债计划，才避免此次金融危机演化至无法收拾的局面。政府这边，在市场和同僚的压力下，特拉斯最终被迫在经济政策上“大转弯”，在周五的新闻发布会上宣布选择杰里米接替她此前的坚定同盟克沃滕。特拉斯还取消了成本高达180亿英镑的公司税收计划，将英国公司税维持在25%的水平。市场分析研究认为，考虑到特拉斯迷你预算的成本，新政府需要增加约240亿英镑的储蓄或收入才能使债务重回可持续发展轨道，首相的减税计划已经“名存实亡”。财政部与央行重新形成统一战线同样在周六，英国央行行长贝利表示支持提高公司税，称他重视“财政政策的可持续性”。英国行长贝利在国际货币基金（IMF）和世界银行2022年秋季年会期间的一个小组会议上说：我昨天与杰里米·亨特进行了交谈，就稳定和财政可持续性的重要性达成了明确的意见。他补充说公司税计划掉头对于经济和财政政策而言意义重大。在特拉斯此次上演的“玩火自焚”大戏中，英国央行兵行险棋，将其紧急购债结束日期维持在10月14日，以市场安危为赌注，迫使英国政府“悬崖勒马”，放弃减税新政，从而避免通胀恶化。但贝利补充说，在他看来，政府的能源价格补贴“将增加需求并增加英国的通胀压力”。面对40年来最严重的通胀，他警告说，央行倾向于大幅提高利率，作为对特拉斯和亨特财政政策的反应。我们将毫不犹豫地加息以实现通胀目标。而且，就今天的情况而言，我的猜测是，通胀压力将需要比我们在8月份想象的更强烈的反应。同盟分裂、支持率下滑，特拉斯首相之位摇摇欲坠雄心勃勃的减税计划也使特拉斯引火烧身。自特拉斯政府宣布430亿英镑的减税计划以来，英国一直深陷政治危机和金融动荡之中。彭博经济研究认为，英国经济受到的打击将占国内生产总值的2%。这引起了党内外的公愤。据媒体报道，一些保守党高层正在计划罢免特拉斯，并希望她下周辞去首相一职，多名保守党高级议员将在当地时间17日开会讨论特拉斯的去留问题。此前的一份民调显示，超过一半的选民认为特拉斯应该引咎辞职。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916695792,"gmtCreate":1664583913016,"gmtModify":1676537479515,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916695792","repostId":"2271377796","repostType":2,"isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913844245,"gmtCreate":1663975652688,"gmtModify":1676537371883,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913844245","repostId":"1123410633","repostType":4,"repost":{"id":"1123410633","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":1663932651,"share":"https://ttm.financial/m/news/1123410633?lang=en_US&edition=fundamental","pubTime":"2022-09-23 19:30","market":"hk","language":"zh","title":"Before the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines","url":"https://stock-news.laohu8.com/highlight/detail?id=1123410633","media":"老虎资讯综合","summary":"9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%美东时间周","content":"<p><html><head></head><body>On September 23, the three major U.S. stock index futures fell across the board. As of press time, Dow futures fell 1.27%; Nasdaq 100 futures fell 1.53%; S&P 500 futures fell 1.4%.</p><p><img src=\"https://static.tigerbbs.com/f82dc7cba8503c73f87d5a88c04c2cb7\" tg-width=\"412\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/NW/2269623433\" target=\"_blank\"><b>Goldman Sachs finally turned short! Significantly lowered the target price of U.S. stocks, expected to fall another 4% before the end of the year</b></a><b></b></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The year-end price target for the S&P 500 index was lowered to 3,600 points from the previous forecast of 4,300 points, saying that a sharp change in the outlook for upward interest rates will drag down U.S. stock valuations. This means that Goldman Sachs expects U.S. stocks to continue to fall by more than 4% for the rest of the year.</p><p><b>Premarket Quotes</b></p><p>U.S. star technology stocks all fell before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, AMD fell more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Both fell more than 1%;</p><p>U.S. cruise stocks fell premarket,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 4%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>Fell more than 3%;</p><p>U.S. oil stocks generally fell before the market,<a href=\"https://laohu8.com/S/BP\">British Oil</a>Fell more than 5%,<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>Fell more than 4%,<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>、<a href=\"https://laohu8.com/S/APA\">Apache</a>Fell more than 3%;</p><p>The precious metals sector of U.S. stocks generally fell before the market.<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>Fell nearly 8%,<a href=\"https://laohu8.com/S/GFI\">Jintian</a>、<a href=\"https://laohu8.com/S/CDE\">Cordellen Minerals</a>Fell more than 5%,<a href=\"https://laohu8.com/S/HL\">Hecla Minerals</a>Fell more than 4%,<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/RGLD\">Royal Gold</a>Fell more than 2%;</p><p>U.S. blockchain concept stocks generally fell,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Fell more than 7%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>Fell more than 4%;</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It fell more than 8% before the market, having previously denied reports that it was considering withdrawing from the US market;</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>It fell more than 4% before the market,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Previous research reports stated that XPeng's new car G9 has no obvious competitive advantage compared with its peers, and if competition intensifies, the valuation will be under pressure;</p><p><a href=\"https://laohu8.com/S/CANO\">Cano Health</a>It rose nearly 6% before the market, and it is rumored that many potential buyers are considering acquiring the company;</p><p><a href=\"https://laohu8.com/S/COST\">Costco</a>It fell more than 3% before the market, and the gross profit margin in Q4 was 10.18%, lower than the same period last year.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 2.74%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 2.34%, and France's CAC40 fell 2.46%.</p><p><img src=\"https://static.tigerbbs.com/c951740202161ae3c22fbcc97236ae7f\" tg-width=\"820\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures fell sharply. As of press time, WTI crude oil fell 3.47% to $80.59 per barrel; Brent crude oil fell 3.06% to $87.69 a barrel.</p><p><img src=\"https://static.tigerbbs.com/4592b98ebc328d5e44ee549ba956f61c\" tg-width=\"862\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7bb5558cca87f48ddb3b319066da89b\" tg-width=\"862\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures continued to fall, falling 1.76% to $1,651.5 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/eddafb3e7260b331cb47f94d97619647\" tg-width=\"862\" tg-height=\"825\" 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>Before the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines</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\">\nBefore the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines\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\">2022-09-23 19:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On September 23, the three major U.S. stock index futures fell across the board. As of press time, Dow futures fell 1.27%; Nasdaq 100 futures fell 1.53%; S&P 500 futures fell 1.4%.</p><p><img src=\"https://static.tigerbbs.com/f82dc7cba8503c73f87d5a88c04c2cb7\" tg-width=\"412\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/NW/2269623433\" target=\"_blank\"><b>Goldman Sachs finally turned short! Significantly lowered the target price of U.S. stocks, expected to fall another 4% before the end of the year</b></a><b></b></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The year-end price target for the S&P 500 index was lowered to 3,600 points from the previous forecast of 4,300 points, saying that a sharp change in the outlook for upward interest rates will drag down U.S. stock valuations. This means that Goldman Sachs expects U.S. stocks to continue to fall by more than 4% for the rest of the year.</p><p><b>Premarket Quotes</b></p><p>U.S. star technology stocks all fell before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, AMD fell more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Both fell more than 1%;</p><p>U.S. cruise stocks fell premarket,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 4%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>Fell more than 3%;</p><p>U.S. oil stocks generally fell before the market,<a href=\"https://laohu8.com/S/BP\">British Oil</a>Fell more than 5%,<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>Fell more than 4%,<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>、<a href=\"https://laohu8.com/S/APA\">Apache</a>Fell more than 3%;</p><p>The precious metals sector of U.S. stocks generally fell before the market.<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>Fell nearly 8%,<a href=\"https://laohu8.com/S/GFI\">Jintian</a>、<a href=\"https://laohu8.com/S/CDE\">Cordellen Minerals</a>Fell more than 5%,<a href=\"https://laohu8.com/S/HL\">Hecla Minerals</a>Fell more than 4%,<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/RGLD\">Royal Gold</a>Fell more than 2%;</p><p>U.S. blockchain concept stocks generally fell,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Fell more than 7%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>Fell more than 4%;</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It fell more than 8% before the market, having previously denied reports that it was considering withdrawing from the US market;</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>It fell more than 4% before the market,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Previous research reports stated that XPeng's new car G9 has no obvious competitive advantage compared with its peers, and if competition intensifies, the valuation will be under pressure;</p><p><a href=\"https://laohu8.com/S/CANO\">Cano Health</a>It rose nearly 6% before the market, and it is rumored that many potential buyers are considering acquiring the company;</p><p><a href=\"https://laohu8.com/S/COST\">Costco</a>It fell more than 3% before the market, and the gross profit margin in Q4 was 10.18%, lower than the same period last year.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 2.74%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 2.34%, and France's CAC40 fell 2.46%.</p><p><img src=\"https://static.tigerbbs.com/c951740202161ae3c22fbcc97236ae7f\" tg-width=\"820\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures fell sharply. As of press time, WTI crude oil fell 3.47% to $80.59 per barrel; Brent crude oil fell 3.06% to $87.69 a barrel.</p><p><img src=\"https://static.tigerbbs.com/4592b98ebc328d5e44ee549ba956f61c\" tg-width=\"862\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7bb5558cca87f48ddb3b319066da89b\" tg-width=\"862\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures continued to fall, falling 1.76% to $1,651.5 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/eddafb3e7260b331cb47f94d97619647\" tg-width=\"862\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></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":"1123410633","content_text":"9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%美东时间周四，高盛将标普500指数的年底目标价从此前预测的4300点下调至3600点，称利率上行前景的大幅转变将拖累美股估值。这意味着高盛预计在今年剩余的时间内，美股还要继续下跌超4%。盘前行情美股明星科技股盘前齐挫，特斯拉、奈飞、英伟达、AMD跌超2%，苹果、亚马逊、谷歌A、微软均跌超1%；美股邮轮股盘前走低，嘉年华邮轮跌超5%，挪威邮轮跌超4%，皇家加勒比邮轮跌超3%；美股石油股盘前普跌，英国石油跌超5%，卡隆石油跌超4%，西方石油、阿帕契跌超3%；美股贵金属板块盘前普跌，哈莫尼黄金跌近8%，金田、科尔黛伦矿业跌超5%，赫克拉矿业跌超4%，纽曼矿业、巴里克黄金、皇家黄金跌超2%；美股区块链概念股普跌，Riot Blockchain跌超7%，Coinbase、Marathon Digital、MicroStrategy跌超4%；瑞士信贷盘前跌超8%，此前否认有关其考虑退出美国市场的报道；小鹏汽车盘前跌超4%，瑞银此前研报表示，小鹏新车G9与同业比无明显竞争优势，若竞争加剧估值将受压；Cano Health盘前涨近6%，传多个潜在买家考虑收购公司；好市多盘前跌逾3%，Q4毛利率10.18%，低于去年同期。欧洲市场欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌2.74%，英国富时100跌2.34%，法国CAC40跌2.46%。原油原油期货大幅走低，截止发稿，WTI原油跌3.47%，报80.59美元/桶；布伦特原油跌3.06%，报87.69美元/桶。黄金黄金期货持续下挫，截止发稿，跌1.76%，报1651.5美元/盎司。","news_type":1,"symbols_score_info":{".IXIC":0.9,"YMmain":0.9,".SPX":0.9,"ESmain":0.9,".DJI":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"Best of luck🍀🍀🍀","text":"Best of luck🍀🍀🍀","html":"Best of luck🍀🍀🍀"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909085015,"gmtCreate":1658792475037,"gmtModify":1676536206923,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909085015","repostId":"1185160635","repostType":4,"isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967418828,"gmtCreate":1670369906365,"gmtModify":1676538352642,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967418828","repostId":"1142835042","repostType":4,"repost":{"id":"1142835042","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":1670311357,"share":"https://ttm.financial/m/news/1142835042?lang=en_US&edition=fundamental","pubTime":"2022-12-06 15:22","market":"us","language":"zh","title":"Large option order | The \"opportunity\" to fall out? Call options \"bargain-hunting\" SAIFTSE and Amazon!","url":"https://stock-news.laohu8.com/highlight/detail?id=1142835042","media":"老虎资讯综合","summary":"摘要：12月5日（周一）期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%；部分看涨期权“狙击”下跌股，赛富时、亚马逊能否开启“反弹模式”？一、市场概览美东时间12月5日（周一），","content":"<p><html><head></head><body><b>Summary: On December 5 (Monday), the total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%; Some call options \"snipe\" falling stocks,<a href=\"https://laohu8.com/S/CRM\">SAIFTS</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Can the \"rebound mode\" be turned on?</b><b>Market Overview</b></p><p>On December 5 (Monday), Eastern Time, U.S. stocks closed lower on Monday, with the Nasdaq index falling 1.93%, the S&P 500 index falling 1.79%, and the Dow Jones index falling 1.4%. Among them, the Nasdaq and the S&P 500 index both hit their largest one-day declines since November 10.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, Amazon,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Large technology stocks fell across the board, and most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 5%.</p><p>The total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%.</p><p>S&P Index ETF-SPY options traded 9.117 million contracts, of which put options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6f63ae2b0914319a2aeff02053f368\" tg-width=\"828\" tg-height=\"1418\" width=\"100%\" height=\"auto\"/><span>Data source: Tiger International App</span></p><p><b><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a></b>It is still the first choice for investors, with 9.117 million options contracts traded. Put options are higher than call options, accounting for 52%;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95ad1a9adb6cb5eea542efb6f2a46801\" tg-width=\"1575\" tg-height=\"475\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></b>It fell more than 6% on Monday to $182.95. News: On December 5, it was reported that due to insufficient demand,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Shanghai factory will take the initiative to reduce production by 20%. In response, relevant people from Tesla China responded that they called it \"false information.\"</p><p>1.6 million Tesla options contracts were traded, and call options accounted for 56% of all options transactions. Volume was particularly high for the $190 call option expiring December 9, 2022, with 80,640 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e1a9f4a6854b8fe35c9eee39a623d68\" tg-width=\"1607\" tg-height=\"337\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Amazon</b>It fell more than 3% on Monday to $91.01. 866,200 options contracts were traded, and call options accounted for 62% of all options transactions. Volume was particularly high for the $95 call option with a strike price expiration on December 9, 2022, with 40,856 contracts traded.<span style=\"color:rgba(99,19,12,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5527b3d7b983107bc6b49a80f381f9a0\" tg-width=\"1602\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c452a2fad4ec4162c073b4e870c59c3\" tg-width=\"1788\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Tilray</b>It rose more than 2% on Monday to $4.68. Volume was particularly high for the $5 call option with an expiration strike price on December 9, 2022, with 25,679 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a07df2cf673cfd903a074ebdc8b03\" tg-width=\"1598\" tg-height=\"332\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p>Executives leave one after another,<b>SAIFTS</b>It fell more than 7% on Monday to $133.93. In the news: SAIFTSE encountered another high-level change on Monday. Stuart Butterfield, founder and CEO of the company's messaging app Slack, announced that he would leave the company next month, along with Slack's executives in charge of products, marketing and brands. Just last week, Salesforce co-CEO Brent Taylor also announced that he would leave the company next month, but Butterfield said his departure had nothing to do with Taylor.</p><p><b>SAIFTS</b>Volume was particularly high for the $150 call option with a strike price expiring on December 9, 2022, with 29,892 contracts traded.<span style=\"color:rgba(78,16,11,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe106e175ba5e77ac16069d6d8e2720\" tg-width=\"1599\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a></b>It opened higher and moved lower on Monday, with particularly high volume on its December 9, 2022, expiring $11 put option with 18,395 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74282117712dc605154c24cb61ea975a\" tg-width=\"1604\" tg-height=\"327\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BA\">boeing</a></b>It rose 1.22% to $185.10 on Monday. Volume was particularly high for the $190 call option expiring December 9, 2022, with 19,735 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02f7a8971c94688a6d057d906d896136\" tg-width=\"1601\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></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>Large option order | The \"opportunity\" to fall out? Call options \"bargain-hunting\" SAIFTSE and Amazon!</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\">\nLarge option order | The \"opportunity\" to fall out? Call options \"bargain-hunting\" SAIFTSE and Amazon!\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\">2022-12-06 15:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary: On December 5 (Monday), the total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%; Some call options \"snipe\" falling stocks,<a href=\"https://laohu8.com/S/CRM\">SAIFTS</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Can the \"rebound mode\" be turned on?</b><b>Market Overview</b></p><p>On December 5 (Monday), Eastern Time, U.S. stocks closed lower on Monday, with the Nasdaq index falling 1.93%, the S&P 500 index falling 1.79%, and the Dow Jones index falling 1.4%. Among them, the Nasdaq and the S&P 500 index both hit their largest one-day declines since November 10.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, Amazon,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Large technology stocks fell across the board, and most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 5%.</p><p>The total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%.</p><p>S&P Index ETF-SPY options traded 9.117 million contracts, of which put options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6f63ae2b0914319a2aeff02053f368\" tg-width=\"828\" tg-height=\"1418\" width=\"100%\" height=\"auto\"/><span>Data source: Tiger International App</span></p><p><b><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a></b>It is still the first choice for investors, with 9.117 million options contracts traded. Put options are higher than call options, accounting for 52%;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95ad1a9adb6cb5eea542efb6f2a46801\" tg-width=\"1575\" tg-height=\"475\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></b>It fell more than 6% on Monday to $182.95. News: On December 5, it was reported that due to insufficient demand,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Shanghai factory will take the initiative to reduce production by 20%. In response, relevant people from Tesla China responded that they called it \"false information.\"</p><p>1.6 million Tesla options contracts were traded, and call options accounted for 56% of all options transactions. Volume was particularly high for the $190 call option expiring December 9, 2022, with 80,640 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e1a9f4a6854b8fe35c9eee39a623d68\" tg-width=\"1607\" tg-height=\"337\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Amazon</b>It fell more than 3% on Monday to $91.01. 866,200 options contracts were traded, and call options accounted for 62% of all options transactions. Volume was particularly high for the $95 call option with a strike price expiration on December 9, 2022, with 40,856 contracts traded.<span style=\"color:rgba(99,19,12,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5527b3d7b983107bc6b49a80f381f9a0\" tg-width=\"1602\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c452a2fad4ec4162c073b4e870c59c3\" tg-width=\"1788\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Tilray</b>It rose more than 2% on Monday to $4.68. Volume was particularly high for the $5 call option with an expiration strike price on December 9, 2022, with 25,679 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a07df2cf673cfd903a074ebdc8b03\" tg-width=\"1598\" tg-height=\"332\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p>Executives leave one after another,<b>SAIFTS</b>It fell more than 7% on Monday to $133.93. In the news: SAIFTSE encountered another high-level change on Monday. Stuart Butterfield, founder and CEO of the company's messaging app Slack, announced that he would leave the company next month, along with Slack's executives in charge of products, marketing and brands. Just last week, Salesforce co-CEO Brent Taylor also announced that he would leave the company next month, but Butterfield said his departure had nothing to do with Taylor.</p><p><b>SAIFTS</b>Volume was particularly high for the $150 call option with a strike price expiring on December 9, 2022, with 29,892 contracts traded.<span style=\"color:rgba(78,16,11,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe106e175ba5e77ac16069d6d8e2720\" tg-width=\"1599\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a></b>It opened higher and moved lower on Monday, with particularly high volume on its December 9, 2022, expiring $11 put option with 18,395 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74282117712dc605154c24cb61ea975a\" tg-width=\"1604\" tg-height=\"327\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BA\">boeing</a></b>It rose 1.22% to $185.10 on Monday. Volume was particularly high for the $190 call option expiring December 9, 2022, with 19,735 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02f7a8971c94688a6d057d906d896136\" tg-width=\"1601\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","XPEV":"小鹏汽车","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4548":"巴美列捷福持仓","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","SPY":"标普500ETF","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4524":"宅经济概念","BK4527":"明星科技股","QQQ":"纳指100ETF","BA":"波音","BK4503":"景林资产持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","TLRY":"Tilray Inc.","BK4122":"互联网与直销零售","TSLA":"特斯拉","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4505":"高瓴资本持仓","AMZN":"亚马逊","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","CRM":"赛富时","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142835042","content_text":"摘要：12月5日（周一）期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%；部分看涨期权“狙击”下跌股，赛富时、亚马逊能否开启“反弹模式”？一、市场概览美东时间12月5日（周一），美股周一收跌，纳斯达克指数跌1.93%，标普500指数跌1.79%，道琼斯指数跌1.4%。其中，纳指、标普500指数均创11月10日以来最大单日跌幅。特斯拉、亚马逊、奈飞等大型科技股全线走低，热门中概股多数下跌，爱奇艺跌超5%。期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%。标普指数ETF-SPY期权成交911.7万张合约，其中，看跌期权占比52%。二、期权成交总量TOP10数据来源：老虎国际App标普指数ETF仍是投资者首选，期权成交911.7万张合约。看跌期权高于看涨期权，占比52%；数据来源：Market Chameleon特斯拉周一跌超6%，报182.95美元。消息方面：12月5日，有消息称由于需求不足，特斯拉上海工厂将主动减产20%。对此，特斯拉中国有关人士回应称之为“不实信息”。特斯拉期权合约成交160万张，看涨期权占全部期权交易的56%。2022年12月9日到期行权价为190美元看涨期权的成交量特别高，成交量为80,640张。数据来源：Market Chameleon亚马逊周一跌超3%，报91.01美元。期权合约成交86.62万张，看涨期权占全部期权交易的62%。2022年12月9日到期行权价为95美元看涨期权的成交量特别高，成交量为40,856张。这意味着在期权市场中，投资者开始“押注”其本周将有反弹动作。数据来源：Market Chameleon三、异动观察数据来源：Market ChameleonTilray周一涨超2%，报4.68美元。2022年12月9日到期行权价为5美元看涨期权的成交量特别高，成交量为25,679张。数据来源：Market Chameleon高管接二连三离职，赛富时周一跌超7%，报133.93美元。消息方面：赛富时周一又遇高层变动。公司旗下通讯应用Slack创始人兼CEO斯图亚特·巴特菲尔德宣布将于下个月离开公司，同时Slack分管产品、市场和品牌的高管也将一起离职。就在上周，Salesforce的联席CEO 布伦特·泰勒也宣布将在下个月离开公司，不过巴特菲尔德表示自己的离开与泰勒没有关系。赛富时2022年12月9日到期行权价为150美元看涨期权的成交量特别高，成交量为29,892张。这意味着在期权市场中，投资者开始“押注”其本周将有反弹动作。数据来源：Market Chameleon小鹏汽车周一高开低走，其2022年12月9日到期行权价为11美元看跌期权的成交量特别高，成交量为18,395张。数据来源：Market Chameleon波音周一上涨1.22%，报185.10美元。2022年12月9日到期行权价为190美元看涨期权的成交量特别高，成交量为19,735张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"XPEV":0.9,"QQQ":0.9,"SPY":0.9,"AMZN":0.9,"CRM":0.9,"BA":0.9,"TSLA":0.9,"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":4694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989514656,"gmtCreate":1666048944275,"gmtModify":1676537695891,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989514656","repostId":"1196156325","repostType":4,"repost":{"id":"1196156325","kind":"news","pubTimestamp":1666018983,"share":"https://ttm.financial/m/news/1196156325?lang=en_US&edition=fundamental","pubTime":"2022-10-17 23:03","market":"uk","language":"zh","title":"UK tax cuts make a U-turn!","url":"https://stock-news.laohu8.com/highlight/detail?id=1196156325","media":"国际金融报 ","summary":"由于英国新任财政大臣亨特（Jeremy Hunt）扭转了英首相特拉斯的经济增长计划，英国政府的债券、货币和股票于当地时间10月17日开始上涨，这是英国政治和市场数日动荡后的最新转折。据法新社报道，亨特","content":"<p><div>British government bonds, currencies and stocks began to rise on October 17, local time, as the new British Chancellor of the Exchequer Jeremy Hunt reversed British Prime Minister Truss's economic growth plan, the latest turning point after several days of British political and market turmoil. According to Agence France-Presse, Hunter announced on the 17th that he cancelled the debt-driven tax cut policy to further calm the market turmoil, which is another major change of the British government. \"We will roll back almost all of the tax measures we announced three weeks ago.\" Hunter said in a televised address that \"the most important goal for our country right now is stability.\" Also according to...</p><p><a href=\"https://mp.weixin.qq.com/s/KQ52V3AhBLgVhqHc2CGvNg\">Web link</a></div></p>","source":"gjjrb","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>UK tax cuts make a U-turn!</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\">\nUK tax cuts make a U-turn!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">国际金融报 </strong><span class=\"h-time small\">2022-10-17 23:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>British government bonds, currencies and stocks began to rise on October 17, local time, as the new British Chancellor of the Exchequer Jeremy Hunt reversed British Prime Minister Truss's economic growth plan, the latest turning point after several days of British political and market turmoil. According to Agence France-Presse, Hunter announced on the 17th that he cancelled the debt-driven tax cut policy to further calm the market turmoil, which is another major change of the British government. \"We will roll back almost all of the tax measures we announced three weeks ago.\" Hunter said in a televised address that \"the most important goal for our country right now is stability.\" Also according to...</p><p><a href=\"https://mp.weixin.qq.com/s/KQ52V3AhBLgVhqHc2CGvNg\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/KQ52V3AhBLgVhqHc2CGvNg\">国际金融报 </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05bdf200c4138336b0f7e4174ef1a988","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/KQ52V3AhBLgVhqHc2CGvNg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196156325","content_text":"由于英国新任财政大臣亨特（Jeremy Hunt）扭转了英首相特拉斯的经济增长计划，英国政府的债券、货币和股票于当地时间10月17日开始上涨，这是英国政治和市场数日动荡后的最新转折。据法新社报道，亨特于17日宣布取消了由债务推动的减税政策，以进一步平息市场动荡，这是英国政府的又一次重大转变。“我们将撤销三周前宣布的几乎所有税收措施。”亨特在电视讲话中说，“我们国家目前最重要的目标是稳定。”另据《华尔街日报》报道，亨特实际上放弃了首相特拉斯的标志性减税计划。亨特表示，为了恢复市场对英国经济的信心，有些税需要上调，公共开支需要削减。他认为，特拉斯举债支持减税来促进增长的计划是个错误。报道指出，这些自20世纪70年代以来最大规模的减税措施使市场“受到惊吓”，令保守党在民调中的支持率陡降。“通过增加借款和债务来为减税提供资金的做法行不通。”亨特说，“减税的前提是，政府能够负担得起相关资金。”声明发布后，英镑对美元汇率一度飙升1.4%至盘中高点，最后上涨不到1%，对欧元汇率则略低，与公告发布前大致相同。伦敦当日的富时100指数上涨0.5%，关注英国国内中型股的富时250指数表现优于欧洲同行，上涨1%。目前，市场对亨特的声明虽反应积极，但仍有声音担忧，该声明能否得到政府或保守党的支持？政策连续转弯，也让英国首相特拉斯的执政信誉受到重创，部分议员据称正在酝酿“逼宫”。“几乎所有减税措施被逆转”英国天空新闻网报道称，亨特在一份声明表示，在“迷你预算”政策中的“几乎所有”减税措施都被取消了。据报道，亨特取消了从明年4月起将个人所得税基本税率从20%下调至19%的计划。他说，基本税率将无限期地保持在20%，直到经济环境允许下调为止。亨特表示，没有哪个政府能够控制市场，但它可以为公共财政提供确定性。他说，他宣布的计划将在本月底全面财政计划公布之前避免不确定性，这将带来信心和稳定。能源方面，亨特称，措施中最大的单项支出是能源价格保障，这是一项里程碑式的政策，支持数百万人度过一个艰难的冬天。从明年4月开始，财政部将牵头进行一项评估，研究如何帮助家庭和企业解决能源账单问题。能源价格保障将于明年4月结束。他说：“我们的目标是设计一种新的方法，既节省纳税人的钱，又把援助的目标对准那些最需要帮助的人。”报道称，市场对亨特的声明反应积极，英镑兑美元延续了早盘的涨势。该声明还导致英国政府债券的利率(或收益率)下降，降低了政府借款的成本。英国广播公司(BBC)经济学编辑称，该声明不同寻常，这或许标志着英国经济史上最大的180度大转弯。该声明应该有助于恢复经济信誉，但这是一个如此大的政治转变，以至于人们怀疑整个内阁、政府和保守党是否会支持它，但这位新财政大臣要传达的信息是：别无选择。特拉斯能否度过危机？路透社称，该声明比原计划提前两周，亨特正在努力阻止投资者对特拉斯领导的政府信心急剧下降。自前不久接替被解职的克沃滕以来，亨特一直在努力改写特拉斯的经济计划。英国《金融时报》17日报道称，亨特承认，特拉斯政府9月出台的“迷你预算”政策“走得太远、太快”。他还批评前任克沃滕犯了两个重大“错误”，并称相关两项措施正在“被纠正”。目前，英国民众饱受通胀之苦，家庭能源账单将飙升至历史最高水平。分析人士指出，在物价全面上涨、民众生活成本飙升的背景下，政府大规模的减税措施将进一步刺激英国的通胀率。英国一位高级官员表示，“特拉斯做的显然还不够，接下来还会有更多的掉头和更多的痛苦。我不认为他们意识到了情况可能会变得更糟。”《金融时报》指出，任何更多的政府政策掉头都很可能进一步危及首相的地位。一些资深议会议员预测，她将难以渡过当前危机。有英媒指出，超100名保守党议员已经准备好本周提交针对特拉斯的不信任案。9月23日，英国政府宣布该国50年来最大规模减税措施，但却引发市场动荡，饱受外界质疑和批评。重重压力之下，英国政府的减税措施于10月3日出现重大转折，政府宣布放弃取消最高所得税税率计划。仅10余天的时间，英国政府又做出重大政策调整。特拉斯14日宣布，将保留上届政府宣布的公司税上调计划，而她在保守党党魁竞选中曾承诺将取消该增长。她还炒掉了亨特的前任克沃滕，但特拉斯未能借助这些举措来安抚市场。在她匆匆举行为时大约8分钟的唐宁街新闻发布会后，英国国债市场遭遇新一轮抛售，减税计划所引发的动荡仍在持续。","news_type":1,"symbols_score_info":{"GBPmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953458895,"gmtCreate":1673313332918,"gmtModify":1676538816285,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583571794110805","idStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953458895","repostId":"1154954789","repostType":4,"repost":{"id":"1154954789","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":1673308561,"share":"https://ttm.financial/m/news/1154954789?lang=en_US&edition=fundamental","pubTime":"2023-01-10 07:56","market":"us","language":"zh","title":"Last night and this morning | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154954789","media":"老虎资讯综合","summary":"摘要：①美联储官员再泼冷水，美股跳水道指跌0.34%，特斯拉反弹近6%；②欧美天然气大涨，美气一度涨超11%，黄金创八个月新高；③苹果计划到2025年放弃博通芯片。海外行情1、美联储官员再泼冷水美股冲","content":"<p><html><head></head><body>Summary: ① Federal Reserve officials poured cold water again, and U.S. stocks plunged and the Dow Jones Industrial Average fell 0.34%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rebounded nearly 6%; ② Natural gas in Europe and America rose sharply, American gas once rose by more than 11%, and gold hit an eight-month high; ③<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to abandon by 2025<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>Chip.<img src=\"https://static.tigerbbs.com/e82070f90823ecf95462a82588de9fca\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. Federal Reserve officials poured cold water on U.S. stocks after rising and falling back, only the Nasdaq closed up, Tesla rose nearly 6%</p><p>On Monday, January 9, the market continued to digest the signs of inflation peaking and cooling shown by U.S. December non-farm payrolls last Friday, and risk appetite rebounded. U.S. stocks opened higher and moved higher at the beginning of the session, but after two Federal Reserve officials successively stated that the benchmark interest rate may exceed 5%, the increase narrowed significantly. This trend accelerated in late trading, and the Dow and S&P finally turned lower. As of the close, the Nasdaq index rose 0.63%, the S&P 500 index fell 0.08%, and the Dow Jones index fell 0.34%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up more than 1%, Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Small rise;<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, Meta fell slightly. Tesla rose nearly 6%. Company representatives said that Tesla offered discounts of up to S $10,000 to buyers who exchanged fuel vehicles for new cars in Singapore. Lululemon lowered its gross profit margin forecast for the fourth quarter, and its stock price fell nearly 10%.</p><p>2. Popular Chinese concept stocks are mixed<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 3%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.72%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Alibaba rose more than 3%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>, Weibo rose more than 2%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 5%,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Fell more than 3%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Slight decline.</p><p>3. Major European stock indexes rose collectively, and the German DAX30 index rose 1.25%</p><p>Major European stock indexes closed collectively higher on Monday, with Germany's DAX30 index rising 1.25%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.68%, and the European Stoxx 50 index rose 1.26%.</p><p>4. Oil prices narrowed significantly in late trading. U.S. oil once rose 4% during the session. European and American natural gas rose sharply</p><p>WTI February crude oil futures closed up US $0.86, or 1.16%, at US $74.63 per barrel, with an intraday maximum of nearly US $3, and once rose above US $76, the highest since January 4. Brent March futures closed up $1.08, or 1.37%, at $79.65 per barrel, with an intraday maximum increase of $2.79 or 3.6%. They once rose above $81 and recovered more than half of the decline since January 4.</p><p>European benchmark TTF Dutch natural gas futures rose more than 7% in late trading, near a daily high of 75.5 euros/MWh. ICE British Gas rose more than 10%, setting a new daily high of 188.5 p/kcal. NYMEX U.S. February natural gas futures rose by more than 11% intraday, once rising above $4, and finally closed up 5.39% at $3.9100 per million British thermal units.</p><p>5. New York gold futures closed up 0.4% on Monday, hitting a new high since early</p><p>On Monday, gold futures for February delivery rose $8.10, or 0.4%, to settle at $1,877.80 an ounce on the New York Mercantile Exchange. Based on the most active contract, the futures hit a new closing high since May 6.</p><p>Macro News</p><p>1. Fed Daly: Inflation is more persistent than expected, and interest rate peaks above 5% are reasonable</p><p>On Monday Eastern Time, San Francisco Fed President Daly said in an interview with the Wall Street Journal that Fed policymakers agree that inflation is more persistent than expected and may need to raise interest rates above 5% and remain high for some time..</p><p>Daly believes that the peak interest rate of 5%-5.25% is reasonable, but the final interest rate level is still unclear and will depend on future inflation data.</p><p>2. The latest survey from the New York Fed: Consumers expect U.S. inflation to continue to slow next year</p><p>U.S. consumers expect short-term inflationary pressures to continue to weaken, while they expect to significantly reduce spending, although they expect income to continue to grow, consumer survey data released by the New York Fed on Monday Eastern Time showed.</p><p>The survey, conducted in December last year, showed that respondents expect inflation to fall to 5% in a year, down 0.2% month-on-month from November and the lowest level since July 2021. Federal Reserve officials believe that the public's expectations for the future direction of price pressures have a great impact on the current trend of price pressures.</p><p>3. One month after the price ceiling was implemented, the price of Russia's flagship crude oil is less than half of the international oil price</p><p>A month after the West imposed a price cap on Russian crude oil, Russia's flagship crude oil is selling for less than half the international oil price, well below the cap set by the Group of Seven (G7).</p><p>In order to limit Russia's revenue from oil, the G7, the European Union and Australia decided to cap the price of Russian seaborne oil at US $60 per barrel from December 5, 2022. Also in effect are the EU's restrictions on Russian oil. The EU officially banned the import of Russian crude oil on December 5 last year.</p><p>According to data from Argus Media, an independent energy quotation and market analysis agency, the price of Russian Urals crude oil at Primorsk port in the Baltic Sea last Friday was US $37.80 per barrel, while the closing price of Brent, the global benchmark crude oil, was US $78.57 per barrel that day.</p><p>4. The Swiss National Bank, which bought the world to suppress the strength of its local currency, suffered a record loss of US $143 billion last year</p><p>On Monday local time, the Swiss National Bank announced on its official website that according to preliminary calculations, the bank will record a huge loss of 132 billion Swiss francs (approximately US $143 billion) in 2022. The figure released on Monday is also the biggest annual loss of the bank since its establishment in 1906. Compared with the previous record (loss of 23 billion Swiss francs in 2015), it is not worth mentioning. The Swiss National Bank recorded a total profit of 26 billion Swiss francs in 2021.</p><p>It is not difficult to see from the few lines of announcements that the huge losses of the Swiss National Bank are related to the huge earthquake in the global financial market in 2022. Of all the 132 billion Swiss francs losses, 131 billion came from foreign bonds and stocks on hand by the Swiss National Bank, and another 1 billion came from local asset positions. The only target that the Swiss National Bank made a profit last year was thousands of tons of gold on hand, with a net increase of 400 million Swiss francs in value.</p><p>5. The German Finance Minister was questioned about concealing political and business relations. Berlin prosecutors launched an assessment of the investigation</p><p>In recent days, German Finance Minister Christian Lindner has once again become the focus of German public opinion: he was criticized for recording an anniversary celebration speech to the bank that provided him with loans and failing to disclose his interests. The prosecution also said on Monday that it would conduct a procedural evaluation.</p><p>Different from the Merkel period, the current German Scholz government is actually jointly formed by the German Social Democratic Party, the Green Party and the Liberal Democratic Party. Lindner himself has been the leader of the Liberal Democratic Party for the past ten years.</p><p>The situation between Russia and Ukraine</p><p>1. German government spokesperson: Germany currently has no intention of providing \"Leopard 2\" tanks to Ukraine</p><p>German federal government spokesman Heberstreiter said on the 9th local time that despite recent pressure from some politicians of the Green Party and the Liberal Democratic Party, the federal government \"currently has no intention of providing 'Leopard 2' main battle tanks to Ukraine.\" Heberstreiter said that Germany still hopes that the Russia-Ukraine conflict can end as soon as possible. He also denied that Germany's provision of \"Weasel\" infantry fighting vehicles and \"Patriot\" air defense systems to Ukraine would lead to an escalation of the conflict.</p><p>2. Western military assistance to Ukraine continues to increase: Britain and Germany are considering providing main battle tanks</p><p>According to British media reports on Monday (January 9), the United Kingdom has considered the possibility of providing British Army Challenger 2 main station tanks to Ukraine for the first time since the outbreak of the Russia-Ukraine conflict. Sources pointed out that the UK may provide Ukraine with about 10 Challenger 2 tanks. Negotiations have been going on for several weeks and no final decision has been made so far.</p><p>3. Russia claims to have destroyed Ukrainian equipment. Ukraine claims to attack areas where Russian personnel are concentrated</p><p>The Russian Ministry of Defense announced on the 9th local time that the Russian army destroyed Ukrainian military equipment in Kupyansk and other places. The Ukrainian side stated that the Ukrainian army attacked multiple areas where Russian personnel were concentrated.</p><p>Company News</p><p>1. Apple plans to give up by 2025<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Chip</p><p>Apple plans to give up using chips from Broadcom Corporation in the United States by 2025 and switch to self-developed chips. Apple is trying to integrate modems, WiFi chips, Bluetooth and other components, hoping to start replacing them as soon as 2024<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Modem chip.</p><p>2. Moderna is considering setting the commercial selling price of its COVID-19 vaccine at $130 much higher than the U.S. purchase price</p><p>Moderna said the company is considering setting its COVID-19 vaccine price in the U.S. at between $110 and $130 per dose, when the company will shift from government contract distribution to commercial distribution. This price range is comparable to<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>COVID-19 vaccine, which said in October last year it was considering developing in cooperation with BioNTech, has a similar price range. The commercial price of the vaccine will be significantly higher than the cost per dose in Moderna's supply contract with the U.S. federal government.</p><p>3、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Require employees to work at the company four days a week</p><p>Disney CEO Robert Iger on Monday told employees with a hybrid work model that they must return to the company's office four days a week starting March 1. Iger wrote: \"In the past few months, I have been meeting with teams across the company, which reminds me of the great value of working with colleagues. As you have heard me say many times, creativity is the core and soul of us and everything we do at Disney. And in a creative enterprise like ours, nothing can replace the ability to connect, observe and create with colleagues. This ability comes from the actual process of getting along, and nothing can replace the opportunity to develop professionally by learning from leaders and mentors.\"</p><p>4. Bilibili: Entered into an equity underwriting and bill exchange agreement with the underwriter. The company agreed to issue 15.344 million American depositary shares</p><p>Bilibili announced on the Hong Kong Stock Exchange that the company entered into an equity underwriting and bill exchange agreement with the underwriter, pursuant to which the company agreed to issue 15.344 million American depositary shares in partial exchange for the underwriters and their applicable affiliates. The person will purchase outstanding December 2026 notes with a total principal amount of US $385 million from certain noteholders through private negotiations. On January 9, 2023, the Company submitted a registration suspension statement on Form F-3 and a preliminary prospectus supplement to the SEC in connection with the underwriter's offering and sale of 15.344 million American Depositary Shares at the Offer Price. It is expected that these ADSs will be placed to not less than six placees. The offer price is US $26.65 per American depositary share, and the net proceeds will be approximately US $397 million, assuming all the American depositary shares to be offered are fully subscribed.</p><p>5、<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Sales volume will continue to set a century-old record in 2022, and customized services push users to pay with pride</p><p>Under the German BMW Group<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>Automobile brand<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>(Rolls-Royce) announced on Monday that sales data in 2022 continues to set records since the company was founded, while customized services provided to customers have also raised the average unit price per vehicle to unprecedented heights.</p><p>From the data point of view, Rolls-Royce delivered a total of 6,021 vehicles last year, an increase of 8% from 5,586 vehicles in 2021. Although sales in mainland China and Hong Kong experienced a \"single-digit percentage\" decline, rising demand in North America still pushed the century-old automobile brand to break the delivery record. From a regional perspective, the Americas accounted for one-third of the overall sales, while China and Europe accounted for one-quarter and one-fifth respectively.</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 | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-10 07:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① Federal Reserve officials poured cold water again, and U.S. stocks plunged and the Dow Jones Industrial Average fell 0.34%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rebounded nearly 6%; ② Natural gas in Europe and America rose sharply, American gas once rose by more than 11%, and gold hit an eight-month high; ③<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to abandon by 2025<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>Chip.<img src=\"https://static.tigerbbs.com/e82070f90823ecf95462a82588de9fca\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. Federal Reserve officials poured cold water on U.S. stocks after rising and falling back, only the Nasdaq closed up, Tesla rose nearly 6%</p><p>On Monday, January 9, the market continued to digest the signs of inflation peaking and cooling shown by U.S. December non-farm payrolls last Friday, and risk appetite rebounded. U.S. stocks opened higher and moved higher at the beginning of the session, but after two Federal Reserve officials successively stated that the benchmark interest rate may exceed 5%, the increase narrowed significantly. This trend accelerated in late trading, and the Dow and S&P finally turned lower. As of the close, the Nasdaq index rose 0.63%, the S&P 500 index fell 0.08%, and the Dow Jones index fell 0.34%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up more than 1%, Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Small rise;<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, Meta fell slightly. Tesla rose nearly 6%. Company representatives said that Tesla offered discounts of up to S $10,000 to buyers who exchanged fuel vehicles for new cars in Singapore. Lululemon lowered its gross profit margin forecast for the fourth quarter, and its stock price fell nearly 10%.</p><p>2. Popular Chinese concept stocks are mixed<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 3%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.72%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Alibaba rose more than 3%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>, Weibo rose more than 2%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 5%,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Fell more than 3%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Slight decline.</p><p>3. Major European stock indexes rose collectively, and the German DAX30 index rose 1.25%</p><p>Major European stock indexes closed collectively higher on Monday, with Germany's DAX30 index rising 1.25%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.68%, and the European Stoxx 50 index rose 1.26%.</p><p>4. Oil prices narrowed significantly in late trading. U.S. oil once rose 4% during the session. European and American natural gas rose sharply</p><p>WTI February crude oil futures closed up US $0.86, or 1.16%, at US $74.63 per barrel, with an intraday maximum of nearly US $3, and once rose above US $76, the highest since January 4. Brent March futures closed up $1.08, or 1.37%, at $79.65 per barrel, with an intraday maximum increase of $2.79 or 3.6%. They once rose above $81 and recovered more than half of the decline since January 4.</p><p>European benchmark TTF Dutch natural gas futures rose more than 7% in late trading, near a daily high of 75.5 euros/MWh. ICE British Gas rose more than 10%, setting a new daily high of 188.5 p/kcal. NYMEX U.S. February natural gas futures rose by more than 11% intraday, once rising above $4, and finally closed up 5.39% at $3.9100 per million British thermal units.</p><p>5. New York gold futures closed up 0.4% on Monday, hitting a new high since early</p><p>On Monday, gold futures for February delivery rose $8.10, or 0.4%, to settle at $1,877.80 an ounce on the New York Mercantile Exchange. Based on the most active contract, the futures hit a new closing high since May 6.</p><p>Macro News</p><p>1. Fed Daly: Inflation is more persistent than expected, and interest rate peaks above 5% are reasonable</p><p>On Monday Eastern Time, San Francisco Fed President Daly said in an interview with the Wall Street Journal that Fed policymakers agree that inflation is more persistent than expected and may need to raise interest rates above 5% and remain high for some time..</p><p>Daly believes that the peak interest rate of 5%-5.25% is reasonable, but the final interest rate level is still unclear and will depend on future inflation data.</p><p>2. The latest survey from the New York Fed: Consumers expect U.S. inflation to continue to slow next year</p><p>U.S. consumers expect short-term inflationary pressures to continue to weaken, while they expect to significantly reduce spending, although they expect income to continue to grow, consumer survey data released by the New York Fed on Monday Eastern Time showed.</p><p>The survey, conducted in December last year, showed that respondents expect inflation to fall to 5% in a year, down 0.2% month-on-month from November and the lowest level since July 2021. Federal Reserve officials believe that the public's expectations for the future direction of price pressures have a great impact on the current trend of price pressures.</p><p>3. One month after the price ceiling was implemented, the price of Russia's flagship crude oil is less than half of the international oil price</p><p>A month after the West imposed a price cap on Russian crude oil, Russia's flagship crude oil is selling for less than half the international oil price, well below the cap set by the Group of Seven (G7).</p><p>In order to limit Russia's revenue from oil, the G7, the European Union and Australia decided to cap the price of Russian seaborne oil at US $60 per barrel from December 5, 2022. Also in effect are the EU's restrictions on Russian oil. The EU officially banned the import of Russian crude oil on December 5 last year.</p><p>According to data from Argus Media, an independent energy quotation and market analysis agency, the price of Russian Urals crude oil at Primorsk port in the Baltic Sea last Friday was US $37.80 per barrel, while the closing price of Brent, the global benchmark crude oil, was US $78.57 per barrel that day.</p><p>4. The Swiss National Bank, which bought the world to suppress the strength of its local currency, suffered a record loss of US $143 billion last year</p><p>On Monday local time, the Swiss National Bank announced on its official website that according to preliminary calculations, the bank will record a huge loss of 132 billion Swiss francs (approximately US $143 billion) in 2022. The figure released on Monday is also the biggest annual loss of the bank since its establishment in 1906. Compared with the previous record (loss of 23 billion Swiss francs in 2015), it is not worth mentioning. The Swiss National Bank recorded a total profit of 26 billion Swiss francs in 2021.</p><p>It is not difficult to see from the few lines of announcements that the huge losses of the Swiss National Bank are related to the huge earthquake in the global financial market in 2022. Of all the 132 billion Swiss francs losses, 131 billion came from foreign bonds and stocks on hand by the Swiss National Bank, and another 1 billion came from local asset positions. The only target that the Swiss National Bank made a profit last year was thousands of tons of gold on hand, with a net increase of 400 million Swiss francs in value.</p><p>5. The German Finance Minister was questioned about concealing political and business relations. Berlin prosecutors launched an assessment of the investigation</p><p>In recent days, German Finance Minister Christian Lindner has once again become the focus of German public opinion: he was criticized for recording an anniversary celebration speech to the bank that provided him with loans and failing to disclose his interests. The prosecution also said on Monday that it would conduct a procedural evaluation.</p><p>Different from the Merkel period, the current German Scholz government is actually jointly formed by the German Social Democratic Party, the Green Party and the Liberal Democratic Party. Lindner himself has been the leader of the Liberal Democratic Party for the past ten years.</p><p>The situation between Russia and Ukraine</p><p>1. German government spokesperson: Germany currently has no intention of providing \"Leopard 2\" tanks to Ukraine</p><p>German federal government spokesman Heberstreiter said on the 9th local time that despite recent pressure from some politicians of the Green Party and the Liberal Democratic Party, the federal government \"currently has no intention of providing 'Leopard 2' main battle tanks to Ukraine.\" Heberstreiter said that Germany still hopes that the Russia-Ukraine conflict can end as soon as possible. He also denied that Germany's provision of \"Weasel\" infantry fighting vehicles and \"Patriot\" air defense systems to Ukraine would lead to an escalation of the conflict.</p><p>2. Western military assistance to Ukraine continues to increase: Britain and Germany are considering providing main battle tanks</p><p>According to British media reports on Monday (January 9), the United Kingdom has considered the possibility of providing British Army Challenger 2 main station tanks to Ukraine for the first time since the outbreak of the Russia-Ukraine conflict. Sources pointed out that the UK may provide Ukraine with about 10 Challenger 2 tanks. Negotiations have been going on for several weeks and no final decision has been made so far.</p><p>3. Russia claims to have destroyed Ukrainian equipment. Ukraine claims to attack areas where Russian personnel are concentrated</p><p>The Russian Ministry of Defense announced on the 9th local time that the Russian army destroyed Ukrainian military equipment in Kupyansk and other places. The Ukrainian side stated that the Ukrainian army attacked multiple areas where Russian personnel were concentrated.</p><p>Company News</p><p>1. Apple plans to give up by 2025<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Chip</p><p>Apple plans to give up using chips from Broadcom Corporation in the United States by 2025 and switch to self-developed chips. Apple is trying to integrate modems, WiFi chips, Bluetooth and other components, hoping to start replacing them as soon as 2024<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Modem chip.</p><p>2. Moderna is considering setting the commercial selling price of its COVID-19 vaccine at $130 much higher than the U.S. purchase price</p><p>Moderna said the company is considering setting its COVID-19 vaccine price in the U.S. at between $110 and $130 per dose, when the company will shift from government contract distribution to commercial distribution. This price range is comparable to<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>COVID-19 vaccine, which said in October last year it was considering developing in cooperation with BioNTech, has a similar price range. The commercial price of the vaccine will be significantly higher than the cost per dose in Moderna's supply contract with the U.S. federal government.</p><p>3、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Require employees to work at the company four days a week</p><p>Disney CEO Robert Iger on Monday told employees with a hybrid work model that they must return to the company's office four days a week starting March 1. Iger wrote: \"In the past few months, I have been meeting with teams across the company, which reminds me of the great value of working with colleagues. As you have heard me say many times, creativity is the core and soul of us and everything we do at Disney. And in a creative enterprise like ours, nothing can replace the ability to connect, observe and create with colleagues. This ability comes from the actual process of getting along, and nothing can replace the opportunity to develop professionally by learning from leaders and mentors.\"</p><p>4. Bilibili: Entered into an equity underwriting and bill exchange agreement with the underwriter. The company agreed to issue 15.344 million American depositary shares</p><p>Bilibili announced on the Hong Kong Stock Exchange that the company entered into an equity underwriting and bill exchange agreement with the underwriter, pursuant to which the company agreed to issue 15.344 million American depositary shares in partial exchange for the underwriters and their applicable affiliates. The person will purchase outstanding December 2026 notes with a total principal amount of US $385 million from certain noteholders through private negotiations. On January 9, 2023, the Company submitted a registration suspension statement on Form F-3 and a preliminary prospectus supplement to the SEC in connection with the underwriter's offering and sale of 15.344 million American Depositary Shares at the Offer Price. It is expected that these ADSs will be placed to not less than six placees. The offer price is US $26.65 per American depositary share, and the net proceeds will be approximately US $397 million, assuming all the American depositary shares to be offered are fully subscribed.</p><p>5、<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Sales volume will continue to set a century-old record in 2022, and customized services push users to pay with pride</p><p>Under the German BMW Group<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>Automobile brand<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>(Rolls-Royce) announced on Monday that sales data in 2022 continues to set records since the company was founded, while customized services provided to customers have also raised the average unit price per vehicle to unprecedented heights.</p><p>From the data point of view, Rolls-Royce delivered a total of 6,021 vehicles last year, an increase of 8% from 5,586 vehicles in 2021. Although sales in mainland China and Hong Kong experienced a \"single-digit percentage\" decline, rising demand in North America still pushed the century-old automobile brand to break the delivery record. From a regional perspective, the Americas accounted for one-third of the overall sales, while China and Europe accounted for one-quarter and one-fifth respectively.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"HSI":"恒生指数",".IXIC":"NASDAQ Composite","09618":"京东集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154954789","content_text":"摘要：①美联储官员再泼冷水，美股跳水道指跌0.34%，特斯拉反弹近6%；②欧美天然气大涨，美气一度涨超11%，黄金创八个月新高；③苹果计划到2025年放弃博通芯片。海外行情1、美联储官员再泼冷水美股冲高回落仅纳指收涨特斯拉涨近6%1月9日周一，市场持续消化上周五美国12月非农就业展示的通胀触顶降温迹象，风险偏好反弹。美股盘初高开高走，但在两位美联储官员相继表示基准利率可能超过5%之后，涨幅显著收窄，尾盘这一趋势加速，道指和标普大盘最终转跌。截止收盘，纳斯达克指数涨0.63%，标普500指数跌0.08%，道琼斯指数跌0.34%。大型科技股多数上涨，亚马逊涨超1%，苹果、微软、谷歌小幅上涨；奈飞、Meta小幅下跌。特斯拉涨近6%，公司代表称，特斯拉为在新加坡以燃油车换购新车的买家提供最高1万新元的折扣。Lululemon降低四季度毛利率预期，股价大跌近10%。2、热门中概股涨跌不一阿里巴巴涨超3%热门中概股涨跌不一，纳斯达克中国金龙指数涨0.72%。理想汽车涨超5%，蔚来、阿里巴巴涨超3%，爱奇艺、微博涨超2%，百度小幅上涨。哔哩哔哩跌超5%，唯品会跌超3%，网易、小鹏汽车跌超2%，京东跌超1%，拼多多小幅下跌。3、欧洲主要股指集体上涨德国DAX30指数涨1.25%欧洲主要股指周一收盘集体上涨，德国DAX30指数涨1.25%，英国富时100指数涨0.33%，法国CAC40指数涨0.68%，欧洲斯托克50指数涨1.26%。4、油价尾盘涨幅大为收窄 美油盘中一度涨4% 欧美天然气大涨WTI 2月原油期货收涨0.86美元，涨幅1.16%，报74.63美元/桶，日内最高涨近3美元，一度升破76美元，至1月4日来最高。布伦特3月期货收涨1.08美元，涨幅1.37%，报79.65美元/桶，日内最高涨2.79美元或涨3.6%，一度升破81美元并收复1月4日来过半跌幅。欧洲基准的TTF荷兰天然气期货尾盘涨超7%，接近75.5欧元/兆瓦时的日高。ICE英国天然气涨超10%，刷新日高至188.5便士/千卡。NYMEX美国2月天然气期货盘中最高涨超11%，一度升破4美元，最终收涨5.39%，报3.9100美元/百万英热单位。5、纽约黄金期货周一收高0.4% 创5月初以来新高周一，纽约商品交易所2月交割的黄金期货价格上涨8.10美元，涨幅为0.4%，收于每盎司1877.80美元。按照最活跃合约计算，该期货创5月6日以来的收盘新高。宏观新闻1、美联储戴利：通胀比预期的更加持久 5%以上的利率峰值是合理的美东时间周一，旧金山联储主席戴利接受华尔街日报的采访中表示，美联储政策制定者一致认为，通胀比预期的更加持久，可能需要将利率上调至5%以上，并且在一段时间内维持在高位。戴利认为，5%-5.25%的利率峰值是合理的，不过最终利率水平尚不清楚，将取决于未来的通胀数据。2、纽约联储最新调查：消费者预计明年美国通胀将继续放缓纽约联储美东时间周一公布的消费者调查数据显示，美国消费者预计短期通胀压力将继续减弱，同时预计将大幅缩减支出，尽管他们预计收入将继续增长。这份在去年12月进行的调查显示，受访者预计一年后通胀将降至5%，较11月环比下降0.2%，为2021年7月以来的最低水平。美联储官员认为，公众对未来价格压力走向的预期，对当前价格压力的走势有很大影响。3、价格上限实行一月后 俄罗斯旗舰原油价格已不足国际油价一半在西方对俄罗斯原油设置价格上限一个月后，俄罗斯旗舰原油的售价不到国际油价的一半，远低于七国集团（G7）设定的上限。为了限制俄罗斯通过石油获得的收入，G7、欧盟以及澳大利亚决定，从2022年12月5日起，俄罗斯海运石油的价格上限为每桶60美元。一并生效的还有欧盟对俄罗斯石油的限制，欧盟于去年12月5日起正式禁止进口俄罗斯原油。独立能源报价及市场分析机构阿格斯(Argus Media)数据显示，上周五在波罗的海Primorsk港口，俄罗斯乌拉尔原油的价格为每桶37.80美元，而当天全球基准原油布伦特的收盘价格为每桶78.57美元。4、为压制本币走强 豪购全球的瑞士央行去年创纪录亏损1430亿美元当地时间周一，瑞士央行在官网发布公告称，根据初步计算该行在2022年录得1320亿瑞郎（约合1430亿美元）的巨额亏损。周一公布的数字也是该行自1906年创立后的最大的年度亏损，相较而言此前的纪录（2015年亏损230亿瑞郎）显得不值一提。2021年瑞士央行总共录得260亿瑞郎的盈利。从寥寥数行的公告中也不难看出，瑞士央行的巨额亏损与2022年全球金融市场的巨震有关。在所有1320亿瑞郎的亏损中，有1310亿来自于瑞士央行手头的外国债券和股票，另外还有10亿来自本土资产持仓。瑞士央行唯一在去年实现盈利的标的是手头的上千吨黄金，价值净增加4亿瑞郎。5、德国财政部长遭质疑隐瞒政商关系 柏林检方就调查启动评估德国财政部长克里斯蒂安·林德纳近几天再度成为德国舆论的焦点：他因为向给自己提供贷款的银行录制周年庆贺辞，且没有披露其中的利益关系遭到口诛笔伐，检方也在周一表示会展开程序性的评估。与默克尔时期不同，目前的德国朔尔茨政府其实是由德国社民党、绿党和自民党联合组建。而林德纳本人过去十年一直是自民党党魁。俄乌局势1、德政府发言人：德国目前无意向乌克兰提供“豹2”型坦克德国联邦政府发言人黑贝施特赖特当地时间9日表示，尽管近来绿党和自民党部分政客施加压力，但联邦政府“目前无意向乌克兰提供‘豹2’型主战坦克”。黑贝施特赖特表示，德国依然希望俄乌冲突能尽早结束，他同时否认德国向乌克兰提供“黄鼠狼”步兵战车和“爱国者”防空系统的行为会导致冲突升级。2、西方对乌军事援助继续加码：英德两国考虑提供主战坦克据英国媒体周一(1月9日)报道称，自俄乌冲突爆发以来，英国首次考虑向乌克兰提供英国陆军挑战者2主站坦克的可能性。消息人士指出，英国可能向乌克兰提供大约10辆挑战者2坦克，谈判已持续了数周，至今未做出最终决定。3、俄称摧毁乌方装备 乌称打击俄人员集中区俄罗斯国防部当地时间9日发布消息称，俄军在库皮扬斯克等地摧毁乌方军事装备。乌克兰方面表示，乌军打击多个俄方人员集中区。公司新闻1、苹果计划到2025年放弃博通芯片苹果计划在2025年前放弃使用美国博通公司的芯片，改用自研芯片。苹果正设法整合调制解调器、WiFi芯片、以及蓝牙等零部件，希望最快2024年开始替换高通调制解调器芯片。2、莫德纳考虑将其新冠疫苗的商业售价定为远高于美国采购价的130美元莫德纳表示，该公司正在考虑将其新冠疫苗在美价格定为每剂110美元至130美元之间，届时该公司将从政府合同分销转向商业分销。这一价格范围与辉瑞去年10月份表示正在考虑与BioNTech合作开发的新冠疫苗的价格范围相似。该疫苗的商业售价将大大高于莫德纳与美国联邦政府供应合同中的每剂量成本。3、迪士尼要求员工每周到公司办公四天迪士尼首席执行官罗伯特·艾格周一告诉采用混合工作模式的员工，从3月1日起，他们必须每周重返公司办公室办公四天。艾格写道：“在过去几个月里，我一直在与整个公司的团队会面，这让我想起了与同事共事的巨大价值。正如你们多次听到我说的那样，创造力是我们以及我们在迪士尼所做一切的核心和灵魂。而在像我们这样的创意企业中，没有什么可以取代与同事们建立联系、观察和创造的能力，这种能力来自于实际的相处过程，也没有什么能取代通过向领导和导师学习而获得专业发展的机会。”4、哔哩哔哩：与包销商订立股权包销及票据交换协议 公司同意发行1534.4万股美国存托股哔哩哔哩在港交所公告称，公司与包销商订立股权包销及票据交换协议，据此，本公司同意发行1534.4万股美国存托股，以部分交换包销商及其适用联属人士将透过私下商讨自若干票据持有人购买本金总额3.85亿美元的未赎回2026年12月票据。于2023年1月9日，公司就包销商以发售价发售及出售1534.4万股美国存托股向美国证交会递交表F-3的暂搁注册声明及初步招股章程补充文件。预期会将该等美国存托股配售予不少于六名承配人。发售价为每股美国存托股26.65美元，假设所有待发售的美国存托股获悉数认购，所得款项净额将约为3.97亿美元。5、劳斯莱斯2022年销量续刷百年纪录 定制服务推动用户豪气买单德国宝马集团旗下豪华汽车品牌劳斯莱斯（Rolls-Royce）周一宣布，2022年销量数据继续创下公司成立以来的纪录，同时为客户提供的定制服务也将平均每辆车的单价拉升到前所未有的高度。从数据上来看，劳斯莱斯去年总共交付了6021辆车，较2021年的5586辆提升8%。虽然中国大陆和香港的地区的销量出现了“个位数百分比”的下滑，但北美市场的需求上升依然推动百年汽车品牌打破了交付纪录。从地区来看，美洲地区占到整体销量的三分之一，中国区和欧洲区则分别为四分之一和五分之一。","news_type":1,"symbols_score_info":{".IXIC":0.9,"HSI":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":4957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}