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2022-04-02

Good news

Sea and Grab Stocks Climbed in Morning Trading

2022-04-18

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2022-02-05

👍

Buffett reappears "divine operation"! Five Japanese trading companies bought during the pandemic made big profits

2023-02-14

$PDD 20230317 70.0 PUT$ $PDD 20230317 70.0 PUT$

2021-09-18

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2021-09-10

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2021-08-25

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2021-08-06

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2021-08-01

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2021-07-28

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news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011162386","repostId":"1154335998","repostType":4,"repost":{"id":"1154335998","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648826062,"share":"https://ttm.financial/m/news/1154335998?lang=en_US&edition=fundamental","pubTime":"2022-04-01 23:14","market":"us","language":"en","title":"Sea and Grab Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154335998","media":"Tiger Newspress","summary":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than ","content":"<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea and Grab Stocks Climbed in Morning Trading</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea and Grab Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154335998","content_text":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.","news_type":1,"symbols_score_info":{"GRAB":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098346709,"gmtCreate":1644030944525,"gmtModify":1676533884400,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098346709","repostId":"1186055185","repostType":4,"repost":{"id":"1186055185","kind":"news","pubTimestamp":1644022812,"share":"https://ttm.financial/m/news/1186055185?lang=en_US&edition=fundamental","pubTime":"2022-02-05 09:00","market":"us","language":"zh","title":"Buffett reappears \"divine operation\"! Five Japanese trading companies bought during the pandemic made big profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1186055185","media":"华尔街见闻","summary":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回","content":"<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one among the world's top ten richest people whose net worth has increased year-to-date. The five largest trading companies in Japan that bet on during the epidemic achieved excess returns when commodity prices soared. Buffett also Betting on these companies to indirectly go long on commodities to obtain considerable investment returns. The \"stock god\" is the \"stock god\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway announced that it would inject a total of US $6 billion into Japan's five largest trading companies, which shocked the Japanese market. At that time, these companies were still solving the problem of declining profits caused by the reduced demand for fuel and raw materials due to the epidemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in these five companies increased by about $2 billion, a return of more than 30%, and this return has not yet been included in Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, caused commodity prices such as energy, metals and crops to surge, and these Japanese companies in which Buffett owns have been the biggest winners in the commodity boom.</p><p>This also means that Buffett is indirectly long on commodities by holding these companies.</p><p>An earlier article on Wall Street mentioned that Morgan Stanley believes that \"commodities will continue to outperform stocks this year.\" The five major factors of inflation protection, energy transition, geopolitical risks, reopening and underinvestment will continue to support commodity prices.</p><p>Not only Morgan Stanley is bullish on commodities, Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, also said that as the economy expands and prices rise, commodities are the most underutilized tool to hedge against inflation.</p><p>The five companies invested by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., Ltd. and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, all with dizzying businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly boosted its revenue outlook.</p><p>For example, shares of Marubeni Corp. soared to an all-time high on Thursday after the company raised its full-year forecast and announced a buyback plan. Others such as Mitsubishi, Itochu and Mitsui also raised their forecasts.</p><p>Although Masumi Kakinoki, CEO of Marubeni, \"modestly\" said that \"the increase is outrageous, and we are evaluating it calmly. The outlook may be uncertain, and other companies do not want to rely too much on commodities.\" But it is undeniable that these companies are Japan's overseas energy and metal assets. The largest investors benefit from the current market and the fact that they also profit from regional price arbitrage.</p><p>According to Bloomberg News, Buffett, 91, is the only person among the top ten richest people in the world whose net worth has increased year-to-date. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway company, its cumulative increase of 4.45% since the beginning of this year has surpassed technology companies and the S&P 500 in the same period.</p><p>An earlier article on Wall Street News also mentioned that in the context of the Federal Reserve's tightening of monetary policy, U.S. value stocks will outperform growth stocks in 2022. Buffett and Berkshire, who have always been known as the \"bull and bear vane\", may It will gain profits in the current market, and its long-term investment concept has once again paid off. Berkshire Hathaway's market value has surpassed Meta, and it is also expected to hit the next trillion-dollar company.</p><p></body></html></p>","source":"highlight_wallstreetcn","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>Buffett reappears \"divine operation\"! Five Japanese trading companies bought during the pandemic made big profits</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\">\nBuffett reappears \"divine operation\"! Five Japanese trading companies bought during the pandemic made big profits\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\">2022-02-05 09:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one among the world's top ten richest people whose net worth has increased year-to-date. The five largest trading companies in Japan that bet on during the epidemic achieved excess returns when commodity prices soared. Buffett also Betting on these companies to indirectly go long on commodities to obtain considerable investment returns. The \"stock god\" is the \"stock god\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway announced that it would inject a total of US $6 billion into Japan's five largest trading companies, which shocked the Japanese market. At that time, these companies were still solving the problem of declining profits caused by the reduced demand for fuel and raw materials due to the epidemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in these five companies increased by about $2 billion, a return of more than 30%, and this return has not yet been included in Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, caused commodity prices such as energy, metals and crops to surge, and these Japanese companies in which Buffett owns have been the biggest winners in the commodity boom.</p><p>This also means that Buffett is indirectly long on commodities by holding these companies.</p><p>An earlier article on Wall Street mentioned that Morgan Stanley believes that \"commodities will continue to outperform stocks this year.\" The five major factors of inflation protection, energy transition, geopolitical risks, reopening and underinvestment will continue to support commodity prices.</p><p>Not only Morgan Stanley is bullish on commodities, Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, also said that as the economy expands and prices rise, commodities are the most underutilized tool to hedge against inflation.</p><p>The five companies invested by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., Ltd. and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, all with dizzying businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly boosted its revenue outlook.</p><p>For example, shares of Marubeni Corp. soared to an all-time high on Thursday after the company raised its full-year forecast and announced a buyback plan. Others such as Mitsubishi, Itochu and Mitsui also raised their forecasts.</p><p>Although Masumi Kakinoki, CEO of Marubeni, \"modestly\" said that \"the increase is outrageous, and we are evaluating it calmly. The outlook may be uncertain, and other companies do not want to rely too much on commodities.\" But it is undeniable that these companies are Japan's overseas energy and metal assets. The largest investors benefit from the current market and the fact that they also profit from regional price arbitrage.</p><p>According to Bloomberg News, Buffett, 91, is the only person among the top ten richest people in the world whose net worth has increased year-to-date. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway company, its cumulative increase of 4.45% since the beginning of this year has surpassed technology companies and the S&P 500 in the same period.</p><p>An earlier article on Wall Street News also mentioned that in the context of the Federal Reserve's tightening of monetary policy, U.S. value stocks will outperform growth stocks in 2022. Buffett and Berkshire, who have always been known as the \"bull and bear vane\", may It will gain profits in the current market, and its long-term investment concept has once again paid off. Berkshire Hathaway's market value has surpassed Meta, and it is also expected to hit the next trillion-dollar company.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651193\">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/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3651193","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186055185","content_text":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。2021年8月，随着大宗商品价格的飙升，伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元，回报率超过30%，而这一回报率还未计入股息收入。2022年，由于供应限制和地缘政治紧张局势，再加上需求反弹，导致能源、金属和农作物等大宗商品价格飙升，而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。这也意味着，巴菲特通过持有这些公司间接做多大宗商品。华尔街稍早前文章提及，摩根士丹利认为“商品今年将继续跑赢股票”，通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。不仅仅是大摩唱多大宗商品，全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示，随着经济的扩张和价格的上涨，大宗商品是最未被充分利用的对冲通货膨胀的工具。巴菲特投资的这五家公司，分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本，这些公司通常被称为综合商社（sogo shosha），但他们更类似投资银行或者私募股权投资公司，都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点，此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱，我们正在冷静地评估。前景可能是不确定的，其他公司也不希望过于依赖商品。”但不可否认的是，这些公司是日本海外能源和金属资产的最大投资者，受益于当前的行情以及其也从区域价格套利中获利。据彭博社消息称，91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石，也是他的伯克希尔-哈撒韦公司的重点，自今年年初以来，其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。华尔街见闻稍早前文章也提及，在美联储收紧货币政策的大背景下，美股价值股将在2022年跑赢成长股，素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益，其长期投资的理念再次得到回报，伯克希尔哈撒韦市值已经超过Meta，而且也有望冲击下一个万亿美元级的公司。","news_type":1,"symbols_score_info":{"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884254190,"gmtCreate":1631897979210,"gmtModify":1676530665908,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/ff6b64f73496e5ad22d3035c9a93d2c8","width":"1125","height":"3178"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884254190","isVote":1,"tweetType":1,"viewCount":3045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883351879,"gmtCreate":1631205857091,"gmtModify":1676530497241,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/768f53204c62826d30332ceed2dfd375","width":"1125","height":"3015"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883351879","isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837869483,"gmtCreate":1629874859342,"gmtModify":1676530158985,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????????","listText":"????????","text":"????????","images":[{"img":"https://static.tigerbbs.com/cd13f2e1a8870cbbd9b4f9964988cc6e","width":"1125","height":"3355"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837869483","isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899700818,"gmtCreate":1628213328134,"gmtModify":1703503234883,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerbbs.com/74abd132a1e293f2288e2b6332d09a05","width":"1125","height":"2564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899700818","isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802289656,"gmtCreate":1627782643075,"gmtModify":1703495740136,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????????????","listText":"????????????","text":"????????????","images":[{"img":"https://static.tigerbbs.com/196dec0a31917aec5afd001fce2a0f91","width":"1125","height":"2754"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802289656","isVote":1,"tweetType":1,"viewCount":2724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803967340,"gmtCreate":1627402180280,"gmtModify":1703489342803,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerb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 财经动向","home_visible":1,"media_name":"深潜atom","id":"1023838834","head_image":"https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac"},"pubTimestamp":1624958717,"share":"https://ttm.financial/m/news/1120042334?lang=en_US&edition=fundamental","pubTime":"2021-06-29 17:25","market":"hk","language":"zh","title":"Xiaomi builds cars, it will be really late if it doesn't start","url":"https://stock-news.laohu8.com/highlight/detail?id=1120042334","media":"深潜atom","summary":"花了三个月时间还处于招人阶段的小米，着急了吗\n\n自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”，在互联网上轰动至今。在不到三个月的时间里，小米雷厉风行，不仅先后注册小米汽车、米车、米汽等商","content":"<p>Xiaomi, which has spent three months and is still in the recruitment stage, is it anxious? Since Lei Jun announced on March 30 this year that building a car was his \"last major venture in his life\", it has been a sensation on the Internet. In less than three months, Xiaomi has acted vigorously and resolutely, not only registering trademarks such as Xiaomi Motors, Miche, and Miqi, but also grabbing investment in two autonomous driving manufacturers, Zongmu Technology and Hesai Technology, and even cooperating with<a href=\"https://laohu8.com/S/002594\">BYD</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>There is an \"scandal\" of marriage.</p><p>With Huawei,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Compared with other companies such as Didi, which mainly focus on autonomous driving as the core of their automobile business, as soon as Xiaomi entered the market, it made it clear that it would build its own complete vehicles and build its own<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric vehicle brands. However, objective evaluation shows that there is still a big gap between Xiaomi and other Internet technology giants that first entered the field of car manufacturing, or new car manufacturers or even traditional OEMs in terms of technology and experience.</p><p>Analysts believe that the core of future car manufacturing lies in autonomous driving. According to data, the patents currently applied for by Xiaomi are mainly concentrated on smart cockpits, and the layout in the field of autonomous driving is almost blank. Compared with Baidu, Huawei, etc., related The number of patents is at a disadvantage. In the field of smart electric vehicles, it is already ill-prepared, especially when its own core technology is obviously lacking, Xiaomi will definitely not be able to catch up with the new trend of smart electric vehicles with only 10 billion US dollars in 10 years. Recruiting troops is an inevitable and necessary means for Xiaomi.</p><p>Recently, Xiaomi has posted a number of autonomous driving positions on its official website and marked them as \"urgent\", which once again triggered heated discussions in the outside world-three months have passed, has Xiaomi determined the direction of building cars?</p><p><b>01 </b><b>When Xiaomi builds a car, it must first recruit people</b></p><p>According to Xiaomi's recruitment official website, it is currently recruiting talents in the field of autonomous driving, including data platforms, vehicle infrastructure, decision-making planning, millimeter wave algorithms, development tools, front-end platform development, embedded software, control, perception, prediction, high-precision maps, 20 positions including simulation platform, sensors, algorithm optimization, advanced idiomatic algorithms, super-shenwave radar algorithms, laser point cloud algorithms, prediction, and positioning. At the same time, it is worth noting that the working addresses of the above-mentioned recruitment positions are all displayed as \"Haidian District, Beijing\", and the word \"urgent\" is marked before each recruitment position information. In this regard, the industry believes that \"the headquarters of Xiaomi Car Manufacturing R&D Center may be located in Beijing\".</p><p><img src=\"https://static.tigerbbs.com/44b85bf06721bb7be7900daef5261562\" tg-width=\"900\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi Recruitment</p><p>Judging from this recruitment information, combined with Xiaomi's previous investment in two lidar manufacturers, Zongmu Technology and Hesai Technology, Xiaomi Automobile may use the route of fusing multiple sensors such as millimeter wave radar, lidar and cameras as an entry point.</p><p>According to industry insiders, Xiaomi has only decided to build a car at present, but there has been no clear news in the industry since the three months after the press conference regarding specific product positioning, technical route, factory building and other issues. On April 23, Wang Xiang, president of Xiaomi Group, also said in a forum, \"Car manufacturing has not officially started yet. I announced in advance that I want to obtain better global resources and jointly develop Xiaomi cars.\"</p><p>Throughout Xiaomi, it seems that there is currently no senior executive with a professional background in the automotive field-currently Xiaomi is led by Lei Jun and chief strategy officer Wang Chuan is in charge. In other words, Xiaomi, which focuses on mobile terminals such as smartphones and AIoT Internet of Things, may be relatively short of car-making talent pool, which may be one of the important reasons why Xiaomi has urgently recruited talents in the field of autonomous driving recently.</p><p>In fact, the current situation of insufficient human resources is also reflected in Xiaomi's patent reserve, which currently lags far behind other technology giants. According to statistics from Zero One Think Tank, as of the first quarter of 2021, 8,275 domestic companies have participated in autonomous driving patent applications, including 14,018 authorized patents, with a total of 40,682 patents. Among them, the three companies with the largest number of patent applications are Baidu (2,009), Huawei (1,332) and DJI (705). In contrast, according to Qichacha's intellectual property information, as of March 29, 2021, Xiaomi's patent summary includes a total of 211 patents related to automobiles such as \"engine, navigation, car, driving, radar, driving\", mainly focusing on the layout of network interaction, body control, and energy charging.</p><p>Further, take Xiaomi's patent called \"Vehicle Speed Control Method and Device\" as an example. This patent can control the driving speed of the vehicle by obtaining the geographical location of the vehicle and according to the speed limit information of the location. Do not exceed the speed limit. Baidu's patent titled \"Control Method and Device for Autonomous Driving Vehicles\" can combine the distance from the vehicle in front, comprehensively judge multiple dimensions such as speed limit, cruising speed, and system speed limit, and keep the vehicle driving smoothly independently. By simply comparing the consideration dimensions of the two patents to explain the actual situation, we can clearly perceive that autonomous driving is actually a shortcoming for Xiaomi at present. Xiaomi needs to increase investment or recruit talents to catch up technologically.</p><p>However, with the increasing number of players entering the car track, the competition has become increasingly fierce. In a report by the Economic Observer, among the new car manufacturers, the number of people in the car circle who plan to go to Didi is the largest, and the number of interactions is the highest; Followed by<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, the third place is Jidu Automobile, a cooperation between Baidu and Geely, and the fourth place is Xiaomi Automobile.</p><p>In the descriptions of many automobile practitioners, the uncertainty shown by Xiaomi in building cars so far is the primary reason that prevents them from considering changing jobs to Xiaomi. \"After all, I don't know what form Xiaomi will take to make its first car. It's uncertain whether it starts from scratch or cooperates with OEM.\"</p><p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>△ Hu Zhengnan responded</p><p>Previously, some media broke the news that Xiaomi Motors had offered hundreds of millions of sky-high prices to \"poach corners\"<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Hu Zhennan, president of the institute, but then Hu Zhennan made a rumor in the circle of friends.</p><p>The difficulty of recruiting people is only the first hurdle Xiaomi encounters on the road to building cars. Xiaomi and Lei Jun themselves may also clearly realize the difficulty of cross-border car manufacturing. When announcing the car manufacturing, Lei Jun wrote on Weibo, \"Although Xiaomi is becoming more and more successful in technology, it is a preliminary entry in the hardware industry. Nowadays, it takes fearless courage, firm courage and more knowledge to enter the automobile industry with the highest difficulty in combining software and hardware. This means that in this track, all the past accumulation will be cleared.\"</p><p>In China, not only traditional car companies are striving to transform towards smart electrification, but various new car manufacturers are also competing to join in, making frequent moves. Along with it, the competition in the industry has entered a fierce stage.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is estimated that in the next one to two years, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>There will be more players in the car market, and the competition in the smart electric vehicle market will be similar to the competition in the Chinese battery market. Over the past decade, the number of battery suppliers has dropped significantly, from nearly 200 to less than 30 to 40 today. Of those companies that survive industry competition and consolidation, only 5 to 10 are the best. The electric vehicle market will also face this problem. Don't think how active China's electric vehicle market is currently. In the end, only a few powerful companies can live well.</p><p><b>02 </b><b>Xiaomi builds cars, and you can't be willful even if you have money</b></p><p><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>In February this year, a research report was released-\"Why do mobile phone manufacturers build cars? The logic behind consumer electronics to smart cars\". The report believes that the reason why mobile phone giants have set foot in the smart electric vehicle market is mainly because the human-based To C consumer Internet pattern has been determined, and the enterprise-based To B industrial Internet pattern has also been determined, while only things-based The To T Internet of Things (AIoT) is in its early stages. Therefore, mobile Internet giants can only make two efforts based on To T at present: First, they can turn all long-tail home appliances into AIoT Internet of Things, Xiaomi and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It has been laid out for many years. The second is to enter the automobile market with the largest single product market space (far larger than the mobile phone market) and transform the entire automobile industry with digitalization. This is also the only way to leap-forward growth.</p><p>It is not difficult to find that giants including Apple and Huawei have deployed IoT smart hardware after the peak of smartphones. However, the market size of home appliances and wearable devices is actually quite limited, and it definitely cannot support the growth of giants. volume; The automobile market will be much bigger, and the opportunity for substantial growth in the future is of course automobiles.</p><p>Since its establishment in 2010, Xiaomi has been using the slogan of \"Born for the Fever\". In fact, another explanation is that the fundamental reason why Xiaomi impresses the market lies in \"small profits but quick turnover\", that is, cost performance; You will find that no matter which product Xiaomi owns, it is not necessarily the best, but it must be one of the most cost-effective at the same price.</p><p>The sales volume of high-end and low-priced products will definitely not be bad, and coupled with relatively conservative production capacity, extremely low inventory can be guaranteed. Although Xiaomi has sacrificed short-term profitability, it can exchange for excellent capital liquidity and sustainable development space.</p><p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi mobile phone</p><p>It is true most of the time that low-profit strategies can be exchanged for increased demand, but this truth requires a premise, that is, the market for this product still has huge potential, otherwise, no matter how cheap it is, on the one hand, the ceiling of increased demand is within reach, and on the other hand, it may enter the stage of vicious competition.</p><p>Precisely, the smartphone industry where Xiaomi is currently located has begun to encounter bottlenecks. The growth of the global smartphone market has basically stalled in the past two years. IDC previously predicted that the average annual compound growth rate of global smartphone market shipments from 2020 to 2023 will be only 4.31%.</p><p>In this context, it is imperative for Xiaomi to build cars. Lei Jun once stated that Xiaomi's biggest confidence in building cars is to \"afford to lose money\". The initial investment in the car manufacturing business is 10 billion yuan, and the investment in the next 10 years is expected to be 10 billion US dollars. According to Xiaomi's 2020 annual report, as of December 31, 2020, Xiaomi's total cash resources exceeded 100 billion yuan. This means that according to the current exchange rate, car manufacturing will account for nearly 65% of Xiaomi's current 100 billion cash resources.</p><p>However, building a car is easy said, but it is not easy to really produce a car in batches and ensure quality. Xiaomi is good at software development and ecological construction, while vehicle manufacturing is an area that Xiaomi has never touched before. How to coordinate hundreds of suppliers, manage the quality of thousands of parts, and a series of complex and rigorous testing processes are problems that automobile manufacturing must solve.</p><p>At the same time, even if it invests US $10 billion, Xiaomi's car manufacturing will definitely enter the stage of mass production or even profitability, which is still uncertain. For Xiaomi, R&D investment in the mobile phone business is still important. After all, this is Xiaomi's basic market. Seemingly sufficient cash reserves are two businesses and one cent, and lack of money is still the theme. As we all know, Xiaomi's own profitability is not strong. Because of the pursuit of cost performance, Xiaomi's net profit margin in 2020 is about 5.3%. Compared with other Internet companies, this level basically hovers at the bottom of the industry.</p><p>Xiaomi, which claims to be \"not short of money\", has many challenges in entering the car-making track in addition to its natural advantages in brand. The cost-effectiveness strategy is difficult to work in today's electric vehicle market. We cannot expect Xiaomi to build a model that can overwhelm Hongguang MINI EV in terms of cost-effectiveness.</p><p>At the beginning of June, Wang Chuanfu, chairman of BYD, once \"shouted\" Lei Jun, saying, \"5 billion is nothing to Lei, and 100 billion is nothing. The key is to waste your three years. How much are these three years worth?\" After that, Wang Chuanfu explained that this sentence is not to persuade Lei Jun not to build a car, but to hope to have deeper cooperation with Xiaomi in the field of car manufacturing. The implication is that BYD is the most \"right-to-right\" in Xiaomi's car manufacturing.</p><p>According to Lei Jun's plan, Xiaomi's first car will be launched in about three years. So whether it is the accumulation of manufacturing experience or the limitation of product launch time, the self-built factory model that needs to start from scratch is not suitable for Xiaomi, so the OEM model that does not require high manufacturing experience and can be quickly mass-produced is almost the only choice for Xiaomi to build cars.</p><p>He XPeng predicts that in the next 5 to 10 years, the number of global car manufacturers will be reduced to 10 main car companies. Xiaomi, which has spent three months and is still in the recruitment stage, is it anxious?</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>Xiaomi builds cars, it will be really late if it doesn't start</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\">\nXiaomi builds cars, it will be really late if it doesn't start\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023838834\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深潜atom </p>\n<p class=\"h-time smaller\">2021-06-29 17:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Xiaomi, which has spent three months and is still in the recruitment stage, is it anxious? Since Lei Jun announced on March 30 this year that building a car was his \"last major venture in his life\", it has been a sensation on the Internet. In less than three months, Xiaomi has acted vigorously and resolutely, not only registering trademarks such as Xiaomi Motors, Miche, and Miqi, but also grabbing investment in two autonomous driving manufacturers, Zongmu Technology and Hesai Technology, and even cooperating with<a href=\"https://laohu8.com/S/002594\">BYD</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>There is an \"scandal\" of marriage.</p><p>With Huawei,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Compared with other companies such as Didi, which mainly focus on autonomous driving as the core of their automobile business, as soon as Xiaomi entered the market, it made it clear that it would build its own complete vehicles and build its own<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric vehicle brands. However, objective evaluation shows that there is still a big gap between Xiaomi and other Internet technology giants that first entered the field of car manufacturing, or new car manufacturers or even traditional OEMs in terms of technology and experience.</p><p>Analysts believe that the core of future car manufacturing lies in autonomous driving. According to data, the patents currently applied for by Xiaomi are mainly concentrated on smart cockpits, and the layout in the field of autonomous driving is almost blank. Compared with Baidu, Huawei, etc., related The number of patents is at a disadvantage. In the field of smart electric vehicles, it is already ill-prepared, especially when its own core technology is obviously lacking, Xiaomi will definitely not be able to catch up with the new trend of smart electric vehicles with only 10 billion US dollars in 10 years. Recruiting troops is an inevitable and necessary means for Xiaomi.</p><p>Recently, Xiaomi has posted a number of autonomous driving positions on its official website and marked them as \"urgent\", which once again triggered heated discussions in the outside world-three months have passed, has Xiaomi determined the direction of building cars?</p><p><b>01 </b><b>When Xiaomi builds a car, it must first recruit people</b></p><p>According to Xiaomi's recruitment official website, it is currently recruiting talents in the field of autonomous driving, including data platforms, vehicle infrastructure, decision-making planning, millimeter wave algorithms, development tools, front-end platform development, embedded software, control, perception, prediction, high-precision maps, 20 positions including simulation platform, sensors, algorithm optimization, advanced idiomatic algorithms, super-shenwave radar algorithms, laser point cloud algorithms, prediction, and positioning. At the same time, it is worth noting that the working addresses of the above-mentioned recruitment positions are all displayed as \"Haidian District, Beijing\", and the word \"urgent\" is marked before each recruitment position information. In this regard, the industry believes that \"the headquarters of Xiaomi Car Manufacturing R&D Center may be located in Beijing\".</p><p><img src=\"https://static.tigerbbs.com/44b85bf06721bb7be7900daef5261562\" tg-width=\"900\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi Recruitment</p><p>Judging from this recruitment information, combined with Xiaomi's previous investment in two lidar manufacturers, Zongmu Technology and Hesai Technology, Xiaomi Automobile may use the route of fusing multiple sensors such as millimeter wave radar, lidar and cameras as an entry point.</p><p>According to industry insiders, Xiaomi has only decided to build a car at present, but there has been no clear news in the industry since the three months after the press conference regarding specific product positioning, technical route, factory building and other issues. On April 23, Wang Xiang, president of Xiaomi Group, also said in a forum, \"Car manufacturing has not officially started yet. I announced in advance that I want to obtain better global resources and jointly develop Xiaomi cars.\"</p><p>Throughout Xiaomi, it seems that there is currently no senior executive with a professional background in the automotive field-currently Xiaomi is led by Lei Jun and chief strategy officer Wang Chuan is in charge. In other words, Xiaomi, which focuses on mobile terminals such as smartphones and AIoT Internet of Things, may be relatively short of car-making talent pool, which may be one of the important reasons why Xiaomi has urgently recruited talents in the field of autonomous driving recently.</p><p>In fact, the current situation of insufficient human resources is also reflected in Xiaomi's patent reserve, which currently lags far behind other technology giants. According to statistics from Zero One Think Tank, as of the first quarter of 2021, 8,275 domestic companies have participated in autonomous driving patent applications, including 14,018 authorized patents, with a total of 40,682 patents. Among them, the three companies with the largest number of patent applications are Baidu (2,009), Huawei (1,332) and DJI (705). In contrast, according to Qichacha's intellectual property information, as of March 29, 2021, Xiaomi's patent summary includes a total of 211 patents related to automobiles such as \"engine, navigation, car, driving, radar, driving\", mainly focusing on the layout of network interaction, body control, and energy charging.</p><p>Further, take Xiaomi's patent called \"Vehicle Speed Control Method and Device\" as an example. This patent can control the driving speed of the vehicle by obtaining the geographical location of the vehicle and according to the speed limit information of the location. Do not exceed the speed limit. Baidu's patent titled \"Control Method and Device for Autonomous Driving Vehicles\" can combine the distance from the vehicle in front, comprehensively judge multiple dimensions such as speed limit, cruising speed, and system speed limit, and keep the vehicle driving smoothly independently. By simply comparing the consideration dimensions of the two patents to explain the actual situation, we can clearly perceive that autonomous driving is actually a shortcoming for Xiaomi at present. Xiaomi needs to increase investment or recruit talents to catch up technologically.</p><p>However, with the increasing number of players entering the car track, the competition has become increasingly fierce. In a report by the Economic Observer, among the new car manufacturers, the number of people in the car circle who plan to go to Didi is the largest, and the number of interactions is the highest; Followed by<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, the third place is Jidu Automobile, a cooperation between Baidu and Geely, and the fourth place is Xiaomi Automobile.</p><p>In the descriptions of many automobile practitioners, the uncertainty shown by Xiaomi in building cars so far is the primary reason that prevents them from considering changing jobs to Xiaomi. \"After all, I don't know what form Xiaomi will take to make its first car. It's uncertain whether it starts from scratch or cooperates with OEM.\"</p><p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>△ Hu Zhengnan responded</p><p>Previously, some media broke the news that Xiaomi Motors had offered hundreds of millions of sky-high prices to \"poach corners\"<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Hu Zhennan, president of the institute, but then Hu Zhennan made a rumor in the circle of friends.</p><p>The difficulty of recruiting people is only the first hurdle Xiaomi encounters on the road to building cars. Xiaomi and Lei Jun themselves may also clearly realize the difficulty of cross-border car manufacturing. When announcing the car manufacturing, Lei Jun wrote on Weibo, \"Although Xiaomi is becoming more and more successful in technology, it is a preliminary entry in the hardware industry. Nowadays, it takes fearless courage, firm courage and more knowledge to enter the automobile industry with the highest difficulty in combining software and hardware. This means that in this track, all the past accumulation will be cleared.\"</p><p>In China, not only traditional car companies are striving to transform towards smart electrification, but various new car manufacturers are also competing to join in, making frequent moves. Along with it, the competition in the industry has entered a fierce stage.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is estimated that in the next one to two years, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>There will be more players in the car market, and the competition in the smart electric vehicle market will be similar to the competition in the Chinese battery market. Over the past decade, the number of battery suppliers has dropped significantly, from nearly 200 to less than 30 to 40 today. Of those companies that survive industry competition and consolidation, only 5 to 10 are the best. The electric vehicle market will also face this problem. Don't think how active China's electric vehicle market is currently. In the end, only a few powerful companies can live well.</p><p><b>02 </b><b>Xiaomi builds cars, and you can't be willful even if you have money</b></p><p><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>In February this year, a research report was released-\"Why do mobile phone manufacturers build cars? The logic behind consumer electronics to smart cars\". The report believes that the reason why mobile phone giants have set foot in the smart electric vehicle market is mainly because the human-based To C consumer Internet pattern has been determined, and the enterprise-based To B industrial Internet pattern has also been determined, while only things-based The To T Internet of Things (AIoT) is in its early stages. Therefore, mobile Internet giants can only make two efforts based on To T at present: First, they can turn all long-tail home appliances into AIoT Internet of Things, Xiaomi and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It has been laid out for many years. The second is to enter the automobile market with the largest single product market space (far larger than the mobile phone market) and transform the entire automobile industry with digitalization. This is also the only way to leap-forward growth.</p><p>It is not difficult to find that giants including Apple and Huawei have deployed IoT smart hardware after the peak of smartphones. However, the market size of home appliances and wearable devices is actually quite limited, and it definitely cannot support the growth of giants. volume; The automobile market will be much bigger, and the opportunity for substantial growth in the future is of course automobiles.</p><p>Since its establishment in 2010, Xiaomi has been using the slogan of \"Born for the Fever\". In fact, another explanation is that the fundamental reason why Xiaomi impresses the market lies in \"small profits but quick turnover\", that is, cost performance; You will find that no matter which product Xiaomi owns, it is not necessarily the best, but it must be one of the most cost-effective at the same price.</p><p>The sales volume of high-end and low-priced products will definitely not be bad, and coupled with relatively conservative production capacity, extremely low inventory can be guaranteed. Although Xiaomi has sacrificed short-term profitability, it can exchange for excellent capital liquidity and sustainable development space.</p><p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi mobile phone</p><p>It is true most of the time that low-profit strategies can be exchanged for increased demand, but this truth requires a premise, that is, the market for this product still has huge potential, otherwise, no matter how cheap it is, on the one hand, the ceiling of increased demand is within reach, and on the other hand, it may enter the stage of vicious competition.</p><p>Precisely, the smartphone industry where Xiaomi is currently located has begun to encounter bottlenecks. The growth of the global smartphone market has basically stalled in the past two years. IDC previously predicted that the average annual compound growth rate of global smartphone market shipments from 2020 to 2023 will be only 4.31%.</p><p>In this context, it is imperative for Xiaomi to build cars. Lei Jun once stated that Xiaomi's biggest confidence in building cars is to \"afford to lose money\". The initial investment in the car manufacturing business is 10 billion yuan, and the investment in the next 10 years is expected to be 10 billion US dollars. According to Xiaomi's 2020 annual report, as of December 31, 2020, Xiaomi's total cash resources exceeded 100 billion yuan. This means that according to the current exchange rate, car manufacturing will account for nearly 65% of Xiaomi's current 100 billion cash resources.</p><p>However, building a car is easy said, but it is not easy to really produce a car in batches and ensure quality. Xiaomi is good at software development and ecological construction, while vehicle manufacturing is an area that Xiaomi has never touched before. How to coordinate hundreds of suppliers, manage the quality of thousands of parts, and a series of complex and rigorous testing processes are problems that automobile manufacturing must solve.</p><p>At the same time, even if it invests US $10 billion, Xiaomi's car manufacturing will definitely enter the stage of mass production or even profitability, which is still uncertain. For Xiaomi, R&D investment in the mobile phone business is still important. After all, this is Xiaomi's basic market. Seemingly sufficient cash reserves are two businesses and one cent, and lack of money is still the theme. As we all know, Xiaomi's own profitability is not strong. Because of the pursuit of cost performance, Xiaomi's net profit margin in 2020 is about 5.3%. Compared with other Internet companies, this level basically hovers at the bottom of the industry.</p><p>Xiaomi, which claims to be \"not short of money\", has many challenges in entering the car-making track in addition to its natural advantages in brand. The cost-effectiveness strategy is difficult to work in today's electric vehicle market. We cannot expect Xiaomi to build a model that can overwhelm Hongguang MINI EV in terms of cost-effectiveness.</p><p>At the beginning of June, Wang Chuanfu, chairman of BYD, once \"shouted\" Lei Jun, saying, \"5 billion is nothing to Lei, and 100 billion is nothing. The key is to waste your three years. How much are these three years worth?\" After that, Wang Chuanfu explained that this sentence is not to persuade Lei Jun not to build a car, but to hope to have deeper cooperation with Xiaomi in the field of car manufacturing. The implication is that BYD is the most \"right-to-right\" in Xiaomi's car manufacturing.</p><p>According to Lei Jun's plan, Xiaomi's first car will be launched in about three years. So whether it is the accumulation of manufacturing experience or the limitation of product launch time, the self-built factory model that needs to start from scratch is not suitable for Xiaomi, so the OEM model that does not require high manufacturing experience and can be quickly mass-produced is almost the only choice for Xiaomi to build cars.</p><p>He XPeng predicts that in the next 5 to 10 years, the number of global car manufacturers will be reduced to 10 main car companies. Xiaomi, which has spent three months and is still in the recruitment stage, is it anxious?</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120042334","content_text":"花了三个月时间还处于招人阶段的小米，着急了吗\n\n自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”，在互联网上轰动至今。在不到三个月的时间里，小米雷厉风行，不仅先后注册小米汽车、米车、米汽等商标，而且先后抢下对纵目科技、禾赛科技两家自动驾驶厂商的投资，甚至还与比亚迪、长城汽车传出结亲“绯闻”。\n与华为、百度、滴滴等其他主要以自动驾驶作为汽车业务核心的公司相比，小米一入局，便明确表示要自己造整车，要打造自己的智能电动汽车品牌。但是客观评价，小米在技术和经验方面无论是与其它先行进入造车领域的互联网科技巨头，或是造车新势力甚至是传统主机厂，还有着较大差距。\n分析人士认为，未来造车的核心在于自动驾驶，而据资料显示，小米目前申请的专利，主要集中在智能座舱上，在自动驾驶领域上的布局几乎空白，相比起百度、华为等，相关专利数量上均处于下风。在智能电动车领域本来就准备不足，特别是自有核心技术明显匮乏的情况下，小米追赶智能电动车新风口，仅靠10年100亿美元是肯定不行的。招兵买马，是小米必然、也是必须的手段。\n而近日以来，小米在官网发布了多个自动驾驶类岗位，并标注“急”，再次引发了外界热议——3个月过去了，小米造车的方向确定了吗？\n01 小米造车，先要招到人\n据小米招聘官网显示，当前正在招聘自动驾驶领域人才，包括数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开发、嵌入式软件、控制、感知、预测、高精地图、仿真平台、传感器、算法优化、高级惯用算法、超神波雷达算法、激光点云算法、预测、定位等20个岗位。同时，值得注意的是，上述招聘岗位的工作地址均显示为“北京市海淀区\"，且每项招聘岗位信息前均标注了“急”字。对此，业界认为，“小米造车研发中心总部或将落户北京\"。\n\n△小米招聘\n从此次招聘信息来看，再结合先前小米投资了纵目科技、禾赛科技两家激光雷达厂商的举动，小米汽车或将从毫米波雷达、激光雷达以及摄像头等多种传感器融合的路线作为切入点。\n业内人士表示，目前小米只是确定了要造车，但是关于具体的产品定位、技术路线、建工厂等问题，从发布会后的3个月时间里业内再也没有明确消息。4月23日，小米集团总裁王翔也在一场论坛中表示，“造车还没有正式开始，提前宣布是想获得更好的全球资源，共同开拓小米汽车”。\n纵观小米内部，目前似乎也没有一位专业汽车领域出身的高层——目前小米汽车由雷军带队、首席战略官王川负责。换句话说，以智能手机、AIoT物联网等移动终端为核心的小米，在造车人才储备上恐怕是比较匮乏的，或许也正是小米近日紧急招聘自动驾驶领域人才的重要原因之一。\n事实上，人才资源不足的现状还反映在小米专利储备上，小米专利储备当前远远落后于其他科技巨头。根据零壹智库统计，截至2021年一季度，国内有8275家公司参与了自动驾驶专利申请，包括授权专利14018件在内，专利合计40682件。其中，专利申请数量最多的3家公司分别是百度（2009件）、华为（1332件）和大疆（705件）。相比之下，根据企查查知识产权信息显示，截至2021年3月29日，小米专利摘要包括“发动机、导航、车、驾驶、雷达、行驶\"等涉及汽车方面的专利总计有211项，主要集中在网联交互、车身控制、充能补能方面的布局。\n更进一步来看，以小米一件名为“车辆速度控制方法及装置”的专利为例，该专利可通过获取车辆所处的地理位置，并根据所在地的限速信息，可以控制该车辆的行驶速度不超过该限行速度。而百度一件名为“用于自动驾驶车辆的控制方法及装置”的专利，可以结合与前车之间的距离，综合判断限速、巡航速度、系统限速等多个维度，自主保持车辆平稳行驶。简单对比两者专利在阐述实际情况的考量维度，可以清晰地感知到，自动驾驶对目前的小米来说其实是个短板。小米需要加大投资或广招人才，从而在技术上加紧追赶。\n然而，随着入局汽车赛道的玩家日益增多，竞争也变得愈发激烈。在经济观察报的一篇报道中，在新造车企业中，汽车圈里计划去滴滴的人最多，互动数量最高；其次是理想汽车，第三名是百度和吉利合作的集度汽车，第四名才是小米汽车。\n在多位汽车从业人员的描述中，小米造车至今表现出的不确定性是阻碍他们考虑跳槽小米的首要原因，“毕竟现在也不知道小米会以什么样的形式去做它的第一款车，是从0开始，还是合作代工都不确定”。\n\n△胡峥楠回应\n此前有媒体爆料，小米汽车曾开出上亿天价“挖角”吉利汽车研究院院长胡峥楠，但随后胡峥楠在朋友圈进行了辟谣。\n招人难只是小米造车道路遇到的第一道坎。小米和雷军本人可能也清晰地认识到跨界造车的难度，在宣布造车时，雷军在微博上写道，“尽管小米在技术上越来越成功，但在硬件工业算是初步入门。如今要迈入软硬件结合难度最高的汽车行业，需要无畏的勇气、坚定的勇气、更多的知识。这意味着在这个赛道里，过去的一切积累将清零”。\n在国内，不仅传统车企正在努力朝着智能电动化方向转型，各类新势力造车企业也争相加入进来，动作频频。伴随着的是行业竞争进入白热化阶段。摩根大通预计，未来一到两年的时间里，中国新能源车市场上将会有更多玩家，智能电动汽车市场的竞争将类似于中国电池市场的竞争。过去十年来，电池供应商数量大幅下降，从近200家下降到如今不到30~40家。在那些从行业竞争和整合中幸存下来的企业中，只有5~10家是最好的。而电动汽车市场也将面临这一问题。不要觉得中国电动车市场当前如何活跃，等到最后，也只有少数实力强大的公司可以活得很好。\n02 小米造车，有钱也不能任性\n方正证券在今年2月发布研究报告——《手机厂商为何要造车？消费电子到智能汽车的背后逻辑》。该报告认为，手机巨头之所以纷纷涉足智能电动车市场，主要是因为，以人为基础的To C消费互联网格局已定，以企业为基础的To B产业互联网格局也已定，而只有以物为基础的To T物联网（AIoT）正处于早期。于是，手机互联网巨头当前只能基于To T去做两种努力：一是可以将所有长尾家电设备AIoT物联网化，小米和苹果已经布局多年。二是进入到单品市场空间最大的汽车市场（远远大于手机市场），用数字化改造整个汽车行业，这也是唯一的跨越式成长之路。\n不难发现的是，包括苹果、华为等巨头在智能手机见顶后，都是布局了IoT智能硬件，但家电设备、可穿戴设备市场规模其实说来相当有限，肯定是支撑不起巨头增长体量；汽车市场就要大太多太多，未来大幅增长的机会当然是汽车。\n小米自2010年成立以来，一直以“为发烧者而生”为口号，其实换个解释就是小米打动市场的根本在于“薄利多销”，也就是性价比；你会发现无论是小米旗下的哪款产品，它不一定是最优秀的，但是一定是在相同价位中性价比最高的之一。\n高配低价的产品，其销量绝对不会差，再加上相对保守的产能，就能保证极低的库存量。小米虽然牺牲了短期的盈利能力，但是能够换取极佳的资金流动性、可持续发展的空间。\n\n△小米手机\n低利润策略能够换取需求增加的确在大多数时候是真理，但是这真理需要一个前提，即该产品的市场还有巨大潜力，否则就算再便宜，一方面需求增加的天花板触手可及，另一方面可能进入恶性竞争阶段。\n恰恰，小米目前所在的智能手机行业已经开始遭遇瓶颈了。全球智能手机市场在近两年增长基本陷入停滞。IDC此前预测，全球智能手机市场出货金额从2020年至2023年的年均复合增长率仅为4.31%。\n这种背景下，小米造车势在必行。雷军曾表态，小米造车最大的底气，是“亏得起”，对造车业务的首期投资为100亿元人民币，预计未来10年的投资额为100亿美元。根据小米2020年报，截至2020年12月31日，小米拥有的现金资源总额超过1000亿元。这意味着，按照现在的汇率，造车将要占据小米目前的1000亿现金资源的近65%。\n不过，造车说起来容易，但真的想把一辆车批量化的、保证质量的生产出来却也并非易事。小米擅长的领域是软件开发、生态搭建，而整车生产制造是小米从未碰触过的领域。怎么协调几百家供应商、管理几千个零部件的质量，以及一系列复杂严苛的测试流程，这是汽车制造必须解决的问题。\n同时，即便投入100亿美元，小米造车就一定能进入量产甚至盈利阶段，目前尚无法确定。而对于小米而言，手机业务的研发投入也依然重要，毕竟这是小米的基本盘。看似充足的现金储备两块业务一分，缺钱依然是主题，而众所周知，小米本身的盈利能力并不强，因为追求性价比，小米在2020年的净利润率约为5.3%。相比较于其他互联网企业，这个水平基本徘徊于行业底部。\n自称“不差钱”的小米除开在品牌上有着天然优势之外，进入造车赛道挑战颇多。性价比策略放到如今的电动车市场上，很难奏效了，我们不能奢望小米可以造出来一辆在性价比上可以压倒宏光MINI EV的车型。\n6月初，比亚迪董事长王传福曾“喊话”雷军称，“50亿对雷总不算啥，1000亿也不是事，关键是浪费你三年时间，这三年时间值多少钱？”之后，王传福解释道，这句话不是劝雷军不要造车，而是希望和小米在造车领域有更深入的合作，言外之意，比亚迪是小米造车最“门当户对”的一个，别自己建工厂了，我可以给你代工。\n按照雷军的计划，小米首款汽车将会在三年后左右推出。那么无论是制造经验的积累程度上，还是从产品上市时间的限制方面，需要从零做起的自建工厂模式并不适合小米，所以对制造经验要求不高、能够快速量产落地的代工模式几乎是小米造车唯一的选择。\n何小鹏预测，未来5~10年全球造车企业会缩减到10家主体汽车企业。花了三个月时间还处于招人阶段的小米，着急了吗？","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127177633,"gmtCreate":1624841686322,"gmtModify":1703845848510,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127177633","repostId":"1114781145","repostType":4,"repost":{"id":"1114781145","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":1624840076,"share":"https://ttm.financial/m/news/1114781145?lang=en_US&edition=fundamental","pubTime":"2021-06-28 08:27","market":"sh","language":"zh","title":"HKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9 a.m., pre-market trading will be cancelled","url":"https://stock-news.laohu8.com/highlight/detail?id=1114781145","media":"老虎资讯综合","summary":"港交所：若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。","content":"<p>HKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9 a.m., pre-market trading will be cancelled.<img src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></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>HKEx: If the black rainstorm warning issued by the 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}\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9 a.m., pre-market trading will be cancelled\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-28 08:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>HKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9 a.m., pre-market trading will be cancelled.<img src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1244793084c6388467f46fc7c39784b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114781145","content_text":"港交所：若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126413271,"gmtCreate":1624581418793,"gmtModify":1703840797717,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126413271","repostId":"2146025528","repostType":4,"repost":{"id":"2146025528","kind":"news","pubTimestamp":1624570774,"share":"https://ttm.financial/m/news/2146025528?lang=en_US&edition=fundamental","pubTime":"2021-06-25 05:39","market":"us","language":"zh","title":"Foreign media headlines: Biden announces infrastructure agreement with bipartisan senatorial groups","url":"https://stock-news.laohu8.com/highlight/detail?id=2146025528","media":"新浪财经","summary":"“我们达成了协议，”拜登在参议员于白宫向他呈交协议后告诉记者。鉴于两党之间以及民主党激进派与温和派之间的分歧，目前尚不确定这两项立法能否获得国会两院通过。此次拜登与这组两党议员达成协议，是向着敲定基础设施支出计划以争取获得国会通过迈出的重要一步。全球各地的港口则因托盘和集装箱不足而出现拥堵，且运费攀升至纪录高点。","content":"<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Biden announces infrastructure agreement with bipartisan senatorial groups</b><b>2. Federal Reserve Bullard warns: Economic restart inflation may exceed expectations</b><b>3. The Fed's recent approach is not to abandon doves and turn hawks, but to learn lessons from 2018</b><b>4. European Central Bank Executive Member Schnabel warned governments not to end crisis support measures early</b><b>5. U.S. merchandise trade deficit widened in May, imports approached record highs</b><b>6、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Announced new Windows 11 system, first new Windows system in 6 years</b><img src=\"https://static.tigerbbs.com/299b468b66bcd38d88675e9d9edcda17\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Biden announces infrastructure deal with bipartisan group of senators</b></p><p>U.S. President Joe Biden said Thursday he had reached a preliminary agreement with a bipartisan group of senators on a bipartisan infrastructure plan. According to reports, the total cost of the eight-year program is $1.2 trillion, of which $579 billion is new expenditure.</p><p>Biden acknowledged that the agreement would not include his previous proposals to support American families, but he firmly supported in public speeches that the infrastructure agreement included an aid agreement for American families.</p><p>\"We reached a deal,\" Biden told reporters after senators presented it to him at the White House. This bipartisan bill is expected to advance in Congress at the same time as another bill supported by the Democratic Party alone, which involves trillions of dollars in \"social security infrastructure\" spending opposed by the Republican Party. Given the differences between the two parties and between the radical and moderate wings of the Democratic Party, it is uncertain whether the two pieces of legislation will pass both houses of Congress.</p><p>The agreement reached between Biden and this group of lawmakers from both parties is an important step towards finalizing the infrastructure spending plan for congressional approval.</p><p><img src=\"https://static.tigerbbs.com/c2f7d014d43f38cf347d9718b841eef3\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Bullard warns: Economic restart inflation may exceed expectations</b></p><p>St. Louis Fed President James Bullard said that while central bankers want inflation to exceed 2% to make up for past shortfalls, there is a risk that prices will rise too much.</p><p>\"The new risk is that as the process of reopening continues, inflation could rise further than expected, beyond what is necessary to simply make up for past shortfalls,\" Bullard said in a speech to the Clayton Chamber of Commerce.</p><p>The risk is real, Bullard said, in part because many expect more good news for the U.S. economy in September-October, when schools return to normal and work patterns return to normal. The global restart process will follow the process of the United States, which may bring more benefits to the United States.</p><p>Bullard said, \"Policymakers will have to consider this new risk in the coming months and quarters. During the forecast period, inflation is likely to be significantly higher than 2%, so the FOMC can meet its key elements of the new policy framework through appropriate monetary policy.\"</p><p><img src=\"https://static.tigerbbs.com/0e501dcc210b77c55b05441b65963c75\" tg-width=\"550\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p><p><b>The Fed's recent approach is not to abandon doves and turn hawks, but to learn lessons from 2018</b></p><p>Don't be mistaken for thinking that the Fed's recent actions are a change of heart. In fact, although many people think they have become hawkish, the Fed is actually more dovish than when it first talked about \"making up\" inflation. This is good for risky assets.</p><p>When the Federal Reserve first used \"symmetry\" in its policy statement in March 2017 to describe its tolerance for the inflation rate exceeding the 2% target, it was intended to imply that even if the inflation rate temporarily exceeds 2%, the policy will remain loose. However, when the core PCE deflator finally exceeded 2% in 2018, the Fed's actions were another matter, because it was in the midst of an accelerated tightening cycle at that time. The market began to expect two rate hike that year, and the Fed promised to rate hike three times, and finally added four times. The core PCE deflator, which the Fed regards as a target, has been below the target since April 2012, and only started to slightly exceed the target in 2018.</p><p>So, how does the Fed, which adopts the average inflation targeting system, justify accelerating rate hike? How can it be justified to claim that \"we still have a long way to go from neutrality\" after the inflation rate has been below the target for nearly six years, and then just beginning to exceed the target? This only makes sense if the Fed expects more inflation in the future and believes that the non-accelerating inflation rate of unemployment (NAIRU) is an integral part of its response mechanism.</p><p><img src=\"https://static.tigerbbs.com/2d66a1848bf501f595530c46bd1141ef\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p><p><b>ECB executive member Schnabel warns governments not to end crisis support measures early</b></p><p>ECB executive member Isabel Schnabel promised that she and her colleagues would do everything they could to support the economic recovery and warned the government not to tighten fiscal policy prematurely.</p><p>\"The worst that can happen is to end support prematurely. I can assure you that in terms of monetary policy, we will do everything we can to avoid this,\" Schnabel said at an online event on Thursday.</p><p>\"Perhaps we should be more worried about fiscal policy,\" she added, saying that in some countries \"discussions about public finance consolidation are already underway and may actually be premature.\"</p><p>This controversy has emerged this week. Italian Prime Minister Mario Draghi, the former European Central Bank president, has insisted the eurozone's fiscal rules cannot return to pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/2e50af7e80efaac5de85f32c8c565980\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><b>U.S. merchandise trade deficit widens in May, imports approach record high</b></p><p>The U.S. merchandise trade deficit widened more than expected in May, with imports rising to near record highs and exports falling.</p><p>The trade deficit widened to $88.1 billion, from a revised $85.7 billion in April, according to data released by the U.S. Department of Commerce on Thursday. The median estimate of economists surveyed was a deficit of $87.5 billion.</p><p>Imports rose 0.8% to $232.4 billion, while exports fell 0.3% to $144.3 billion. Consumer goods imports climbed to $63.8 billion.</p><p>U.S. imports have resumed growth as people at home buy household goods and retailers replenish inventories after the global shutdown at the beginning of the pandemic. Ports around the world were congested due to insufficient pallets and containers, and freight rates climbed to record highs.<img src=\"https://static.tigerbbs.com/b5810611f0cfdabb18b1854df75c4083\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>Microsoft announces new Windows 11 system, first new Windows system in 6 years</b></p><p>At the windows11 launch conference, Microsoft announced the launch of the new Windows 11 system, which is the first time that a new Windows system has been introduced in 6 years.</p><p>Panos Panay, Microsoft's chief product officer, described the new operating system as \"Windows that brings you closer to what you love\". It is reported that the new Windows system has rounded corners, a new desktop wallpaper and a centered Start menu.</p><p>At the Windows 11 launch event, Microsoft said that Windows 11 will support Android apps. This means that millions of popular apps that people use on their phones will appear directly on the desktop, in the Start menu and more. It's also significant for Microsoft's ARM-based efforts for Windows systems.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines: Biden announces infrastructure agreement with bipartisan senatorial groups</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines: Biden announces infrastructure agreement with bipartisan senatorial groups\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-25 05:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Biden announces infrastructure agreement with bipartisan senatorial groups</b><b>2. Federal Reserve Bullard warns: Economic restart inflation may exceed expectations</b><b>3. The Fed's recent approach is not to abandon doves and turn hawks, but to learn lessons from 2018</b><b>4. European Central Bank Executive Member Schnabel warned governments not to end crisis support measures early</b><b>5. U.S. merchandise trade deficit widened in May, imports approached record highs</b><b>6、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Announced new Windows 11 system, first new Windows system in 6 years</b><img src=\"https://static.tigerbbs.com/299b468b66bcd38d88675e9d9edcda17\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Biden announces infrastructure deal with bipartisan group of senators</b></p><p>U.S. President Joe Biden said Thursday he had reached a preliminary agreement with a bipartisan group of senators on a bipartisan infrastructure plan. According to reports, the total cost of the eight-year program is $1.2 trillion, of which $579 billion is new expenditure.</p><p>Biden acknowledged that the agreement would not include his previous proposals to support American families, but he firmly supported in public speeches that the infrastructure agreement included an aid agreement for American families.</p><p>\"We reached a deal,\" Biden told reporters after senators presented it to him at the White House. This bipartisan bill is expected to advance in Congress at the same time as another bill supported by the Democratic Party alone, which involves trillions of dollars in \"social security infrastructure\" spending opposed by the Republican Party. Given the differences between the two parties and between the radical and moderate wings of the Democratic Party, it is uncertain whether the two pieces of legislation will pass both houses of Congress.</p><p>The agreement reached between Biden and this group of lawmakers from both parties is an important step towards finalizing the infrastructure spending plan for congressional approval.</p><p><img src=\"https://static.tigerbbs.com/c2f7d014d43f38cf347d9718b841eef3\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Bullard warns: Economic restart inflation may exceed expectations</b></p><p>St. Louis Fed President James Bullard said that while central bankers want inflation to exceed 2% to make up for past shortfalls, there is a risk that prices will rise too much.</p><p>\"The new risk is that as the process of reopening continues, inflation could rise further than expected, beyond what is necessary to simply make up for past shortfalls,\" Bullard said in a speech to the Clayton Chamber of Commerce.</p><p>The risk is real, Bullard said, in part because many expect more good news for the U.S. economy in September-October, when schools return to normal and work patterns return to normal. The global restart process will follow the process of the United States, which may bring more benefits to the United States.</p><p>Bullard said, \"Policymakers will have to consider this new risk in the coming months and quarters. During the forecast period, inflation is likely to be significantly higher than 2%, so the FOMC can meet its key elements of the new policy framework through appropriate monetary policy.\"</p><p><img src=\"https://static.tigerbbs.com/0e501dcc210b77c55b05441b65963c75\" tg-width=\"550\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p><p><b>The Fed's recent approach is not to abandon doves and turn hawks, but to learn lessons from 2018</b></p><p>Don't be mistaken for thinking that the Fed's recent actions are a change of heart. In fact, although many people think they have become hawkish, the Fed is actually more dovish than when it first talked about \"making up\" inflation. This is good for risky assets.</p><p>When the Federal Reserve first used \"symmetry\" in its policy statement in March 2017 to describe its tolerance for the inflation rate exceeding the 2% target, it was intended to imply that even if the inflation rate temporarily exceeds 2%, the policy will remain loose. However, when the core PCE deflator finally exceeded 2% in 2018, the Fed's actions were another matter, because it was in the midst of an accelerated tightening cycle at that time. The market began to expect two rate hike that year, and the Fed promised to rate hike three times, and finally added four times. The core PCE deflator, which the Fed regards as a target, has been below the target since April 2012, and only started to slightly exceed the target in 2018.</p><p>So, how does the Fed, which adopts the average inflation targeting system, justify accelerating rate hike? How can it be justified to claim that \"we still have a long way to go from neutrality\" after the inflation rate has been below the target for nearly six years, and then just beginning to exceed the target? This only makes sense if the Fed expects more inflation in the future and believes that the non-accelerating inflation rate of unemployment (NAIRU) is an integral part of its response mechanism.</p><p><img src=\"https://static.tigerbbs.com/2d66a1848bf501f595530c46bd1141ef\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p><p><b>ECB executive member Schnabel warns governments not to end crisis support measures early</b></p><p>ECB executive member Isabel Schnabel promised that she and her colleagues would do everything they could to support the economic recovery and warned the government not to tighten fiscal policy prematurely.</p><p>\"The worst that can happen is to end support prematurely. I can assure you that in terms of monetary policy, we will do everything we can to avoid this,\" Schnabel said at an online event on Thursday.</p><p>\"Perhaps we should be more worried about fiscal policy,\" she added, saying that in some countries \"discussions about public finance consolidation are already underway and may actually be premature.\"</p><p>This controversy has emerged this week. Italian Prime Minister Mario Draghi, the former European Central Bank president, has insisted the eurozone's fiscal rules cannot return to pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/2e50af7e80efaac5de85f32c8c565980\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><b>U.S. merchandise trade deficit widens in May, imports approach record high</b></p><p>The U.S. merchandise trade deficit widened more than expected in May, with imports rising to near record highs and exports falling.</p><p>The trade deficit widened to $88.1 billion, from a revised $85.7 billion in April, according to data released by the U.S. Department of Commerce on Thursday. The median estimate of economists surveyed was a deficit of $87.5 billion.</p><p>Imports rose 0.8% to $232.4 billion, while exports fell 0.3% to $144.3 billion. Consumer goods imports climbed to $63.8 billion.</p><p>U.S. imports have resumed growth as people at home buy household goods and retailers replenish inventories after the global shutdown at the beginning of the pandemic. Ports around the world were congested due to insufficient pallets and containers, and freight rates climbed to record highs.<img src=\"https://static.tigerbbs.com/b5810611f0cfdabb18b1854df75c4083\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>Microsoft announces new Windows 11 system, first new Windows system in 6 years</b></p><p>At the windows11 launch conference, Microsoft announced the launch of the new Windows 11 system, which is the first time that a new Windows system has been introduced in 6 years.</p><p>Panos Panay, Microsoft's chief product officer, described the new operating system as \"Windows that brings you closer to what you love\". It is reported that the new Windows system has rounded corners, a new desktop wallpaper and a centered Start menu.</p><p>At the Windows 11 launch event, Microsoft said that Windows 11 will support Android apps. This means that millions of popular apps that people use on their phones will appear directly on the desktop, in the Start menu and more. It's also significant for Microsoft's ARM-based efforts for Windows systems.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqcfnca3074590.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a06fb8b1db7037b689423e44b4d5b305","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时",".DJI":"道琼斯","SPY":"标普500ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","IVV":"标普500ETF-iShares","OEX":"标普100","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares",".IXIC":"NASDAQ Composite","UDOW":"三倍做多道指30ETF-ProShares","09086":"华夏纳指-U","DXD":"两倍做空道琼30指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SQQQ":"纳指三倍做空ETF","03086":"华夏纳指","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","DDM":"2倍做多道指ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","TQQQ":"纳指三倍做多ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqcfnca3074590.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146025528","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登宣布与两党参议员团体达成基础设施协议\n\n\n2、美联储Bullard警告：经济重启型通胀可能超乎意料\n\n\n3、美联储最近做法并非弃鸽转鹰 而是在吸取2018年教训\n\n\n4、欧央行执委Schnabel警告各国政府不要提前结束危机期支持措施\n\n\n5、美国5月商品贸易逆差扩大 进口逼近纪录高位\n\n\n6、微软宣布推出新Windows 11系统 为6年来首次推出新Windows系统\n\n\n拜登宣布与两党参议员团体达成基础设施协议\n美国总统拜登周四称，他与一组两党参议员就两党共同发起的基础设施计划达成了初步协议。据报道，该为期八年的方案总成本为1.2万亿美元，其中5790亿美元属于新支出。\n拜登承认，该协议将不包括他此前提出的支援美国家庭的建议，但他在公开讲话中曾坚定地支持基础设施协议包含对美国家庭的援助协议。\n“我们达成了协议，”拜登在参议员于白宫向他呈交协议后告诉记者。预计这项两党发起的法案将与另一项民主党单独支持的法案同时在国会推进，后者涉及数万亿美元遭共和党反对的“社会保障类基础设施”支出。鉴于两党之间以及民主党激进派与温和派之间的分歧，目前尚不确定这两项立法能否获得国会两院通过。\n此次拜登与这组两党议员达成协议，是向着敲定基础设施支出计划以争取获得国会通过迈出的重要一步。\n\n美联储Bullard警告：经济重启型通胀可能超乎意料\n圣路易斯联储行长James Bullard表示，虽然央行官员希望通胀率超过2%以弥补过去的不足，但存在价格上涨过头的风险。\n“新的风险是，随着重新开放的进程继续，通胀可能超乎意料进一步上行，超出简单弥补过去不足所必需的水平，”Bullard在克莱顿商会的演讲中说。\nBullard表示，这种风险是现实的，部分原因是许多人预计美国经济9月至10月会有更多好消息，届时学校将恢复正常，工作模式恢复正常。全球重启进程将紧随美国进程之后，可能给美国带来更多的利好。\nBullard称，“政策制定者将不得不在未来几个月和几个季度考虑这一新风险。在预测期内，通胀率可能会显著高于2%，因此FOMC可以通过适当的货币政策来满足其新政策框架的关键内容。”\n\n美联储最近做法并非弃鸽转鹰 而是在吸取2018年教训\n不要误以为美联储最近的行动是转变心意了。事实上，尽管许多人认为他们变得鹰派了，美联储实际上比刚开始谈要把通胀“补回来”的时候更鸽派。这利好风险资产。\n当2017年3月美联储首次在政策声明中用“对称”来形容对通胀率超过2%目标的容忍度时，就意在暗示即便通胀率暂时超过2%，政策也将保持宽松。然而，当2018年核心PCE平减指数最终超过2%时，美联储的行动却是另一回事，因为彼时正处于加速紧缩周期中。市场那一年开始预期会有两次加息，美联储承诺会加息三次，最终加了四次。被美联储视为目标的核心PCE平减指数自2012年4月起一直低于目标，2018年才开始略超目标。\n所以说，采用了平均通胀目标制的美联储怎么证明加速加息是合理的？怎么证明在通胀率将近六年时间都低于目标，然后刚开始超出目标一点就声称“我们距离中性还有漫漫长路要走”是合理的？仅当美联储预期未来会有更多通胀，而且相信失业率的非加速通胀率（NAIRU）是其应对机制的有机组成部分，这样做才说得通。\n\n欧央行执委Schnabel警告各国政府不要提前结束危机期支持措施\n欧洲央行执委Isabel Schnabel承诺，她和她的同事将竭尽所能支持经济复苏，并警告政府不要过早收紧财政政策。\n“可能发生的最糟糕的情况是过早结束支撑。我可以向你保证，在货币政策方面，我们将尽一切努力避免这种情况发生，”Schnabel周四在一个在线活动中说。\n“也许我们应该更担心财政政策，”她补充说，并表示在一些国家“有关公共财政整合的讨论已经在进行，可能实际上为时过早。”\n本周已经出现这种争议。前欧洲央行行长、意大利总理马里奥·德拉吉坚称欧元区财政规则不能回到疫情爆发前的水平。\n美国5月商品贸易逆差扩大 进口逼近纪录高位\n美国5月商品贸易逆差扩大幅度超过预期，进口额升至纪录高位附近，且出口下降。\n根据美国商务部周四发布的数据，贸易逆差扩大到881亿美元，4月修正后为857亿美元。接受调查的经济学家预估中值为逆差875亿美元。\n进口增长0.8%，至2324亿美元，出口下降0.3%，至1443亿美元。消费品输入额攀升至638亿美元。\n由于宅家的民众购买家居用品，同时零售商在疫情初期全球停摆之后纷纷补充库存，美国进口已恢复增长。全球各地的港口则因托盘和集装箱不足而出现拥堵，且运费攀升至纪录高点。微软宣布推出新Windows 11系统 为6年来首次推出新Windows系统\n在windows11发布会上，微软宣布推出新的Windows 11系统，这是6年来首次推出新的Windows系统。\n微软首席产品官帕诺斯·潘乃（Panos Panay）将这款新的操作系统描述为“让你更接近自己喜爱的东西的Windows”。据悉，新的Windows系统有圆角，新的桌面壁纸和居中的开始菜单。\n在Windows11发布会上，微软表示，Windows 11将支持Android应用程序。这意味着，人们在手机上使用的数百万款流行应用程序，将直接出现在桌面上、开始菜单和更多地方。这对微软基于ARM的Windows系统的努力也意义重大。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"PSQ":0.9,"SDOW":0.9,"DDM":0.9,"QID":0.9,"UDOW":0.9,"ESmain":0.9,"MNQmain":0.9,"DOG":0.9,".IXIC":0.9,"NQmain":0.9,"SSO":0.9,"SPXU":0.9,"SQQQ":0.9,"DJX":0.9,"03086":0.9,"IVV":0.9,"UPRO":0.9,"QLD":0.9,"OEX":0.9,"QQQ":0.9,"DXD":0.9,"SDS":0.9,"09086":0.9,".DJI":0.9,"SPY":0.9,"SH":0.9,"OEF":0.9,"TQQQ":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128135472,"gmtCreate":1624505242296,"gmtModify":1703838664415,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128135472","repostId":"1171242956","repostType":4,"repost":{"id":"1171242956","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":1624497777,"share":"https://ttm.financial/m/news/1171242956?lang=en_US&edition=fundamental","pubTime":"2021-06-24 09:22","market":"sh","language":"zh","title":"Opening: Hang Seng Index opened 0.17% higher, New Oriental rose more than 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171242956","media":"老虎资讯综合","summary":"6月24日讯，港股三大指数高开，恒指涨0.17%报28865点，国指涨0.14%报10688点，恒生科技指数涨0.32%报8045点。盘面上，光伏股强势，福莱特玻璃高开5%，信义玻璃、信义光能等均上涨","content":"<p>On June 24, the three major Hong Kong stock indexes opened higher. The Hang Seng Index rose 0.17% to 28,865 points, the State Index rose 0.14% to 10,688 points, and the Hang Seng Technology Index rose 0.32% to 8,045 points.<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">On the disk, photovoltaic stocks are strong,<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Opened 5% higher,<a href=\"https://laohu8.com/S/00868\">Xinyi Glass</a>、<a href=\"https://laohu8.com/S/00968\">Xinyi Solar</a>Etc. all rose; The education and pharmaceutical sectors were among the top gainers, with New Oriental rising more than 5%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Concept stocks, beer stocks, property management stocks, and automobile stocks generally rose.<a href=\"https://laohu8.com/S/601598\">Sinotrans</a>、<a href=\"https://laohu8.com/S/01308\">SITC International</a>All opened higher; Large technology stocks generally rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 1%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Meituan,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Small rise; Sporting goods stocks were mixed, with Anta's open low exceeding 1%, hitting a record high yesterday; Aviation stocks and gambling stocks fell significantly.</p><p><a href=\"https://laohu8.com/S/01478\">Qiu Ti Technology</a>Up nearly 3%, the spin-off of Kunshan Qiutii Microelectronics submitted a listing application to the Growth Enterprise Market of Shenzhen Stock Exchange.</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: Hang Seng Index opened 0.17% higher, New Oriental rose more than 5%</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: Hang Seng Index opened 0.17% higher, New Oriental rose more than 5%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-24 09:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 24, the three major Hong Kong stock indexes opened higher. The Hang Seng Index rose 0.17% to 28,865 points, the State Index rose 0.14% to 10,688 points, and the Hang Seng Technology Index rose 0.32% to 8,045 points.<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">On the disk, photovoltaic stocks are strong,<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Opened 5% higher,<a href=\"https://laohu8.com/S/00868\">Xinyi Glass</a>、<a href=\"https://laohu8.com/S/00968\">Xinyi Solar</a>Etc. all rose; The education and pharmaceutical sectors were among the top gainers, with New Oriental rising more than 5%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Concept stocks, beer stocks, property management stocks, and automobile stocks generally rose.<a href=\"https://laohu8.com/S/601598\">Sinotrans</a>、<a href=\"https://laohu8.com/S/01308\">SITC International</a>All opened higher; Large technology stocks generally rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 1%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Meituan,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Small rise; Sporting goods stocks were mixed, with Anta's open low exceeding 1%, hitting a record high yesterday; Aviation stocks and gambling stocks fell significantly.</p><p><a href=\"https://laohu8.com/S/01478\">Qiu Ti Technology</a>Up nearly 3%, the spin-off of Kunshan Qiutii Microelectronics submitted a listing application to the Growth Enterprise Market of Shenzhen Stock Exchange.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"159938":"医药","513600":"恒生指数ETF南方","02833":"恒指ETF","HSI":"恒生指数","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171242956","content_text":"6月24日讯，港股三大指数高开，恒指涨0.17%报28865点，国指涨0.14%报10688点，恒生科技指数涨0.32%报8045点。盘面上，光伏股强势，福莱特玻璃高开5%，信义玻璃、信义光能等均上涨；教育、医药板块涨幅居前，新东方涨超5%，特斯拉概念股、啤酒股、物管股、汽车股普遍上扬，中国外运、海丰国际等皆高开；大型科技股普涨，阿里巴巴涨超1%，百度、美团、腾讯小幅上涨；体育用品股涨跌不一，安踏低开逾1%，昨日曾创历史新高；航空股、濠赌股走低明显。\n丘钛科技涨近3%，分拆昆山丘钛微电子向深交所创业板提交上市申请。","news_type":1,"symbols_score_info":{"159938":0.9,"513600":0.9,"MHImain":0.9,"HSImain":0.9,"HHImain":0.9,"HSI":0.9,"MCHmain":0.9,"09939":0.9,"02833":0.9}},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180258108,"gmtCreate":1623207986604,"gmtModify":1704198385438,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180258108","repostId":"2142299702","repostType":4,"repost":{"id":"2142299702","kind":"highlight","pubTimestamp":1623207406,"share":"https://ttm.financial/m/news/2142299702?lang=en_US&edition=fundamental","pubTime":"2021-06-09 10:56","market":"us","language":"zh","title":"Oil prices hit a two-year high, open interest surged, and bulls have already bet on $100","url":"https://stock-news.laohu8.com/highlight/detail?id=2142299702","media":"华尔街见闻","summary":"有激进者开始押注2021年12月交付的100美元/桶的原油看涨期权，上周该类型的合约涉及3200万桶原油。而去年年底，这一类型的合约交易量为零。","content":"<p>Although it briefly fell back on Monday, Brent oil prices hit their highest level in more than two years on Tuesday. U.S. oil rose above $70 for the first time in more than two and a half years.</p><p>On Tuesday,<a href=\"https://laohu8.com/S/USEG\">US Energy</a>The Information Agency (EIA) raised its WTI and Brent oil price forecasts for this year to US $61.85/barrel and US $65.19/barrel respectively, an increase of 5% and 4.7% respectively from the May forecast price.<b>After the report was released, crude oil futures prices continued to rise.</b></p><p>LONDON<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>The price of Brent crude oil futures for August delivery closed up 1.02% at US $72.22 per barrel, a new closing high for the main contract since May 16, 2019.</p><p>WTI crude oil futures for July delivery on the New York Mercantile Exchange closed up 1.18% at $70.05 a barrel. This is the first time since October 2018 that WTI crude oil futures have closed above the $70 mark.</p><p><h2>Why oil prices are rising</h2>Crude oil prices have continued to rise in recent weeks. Among them, the price of Brent oil has increased by nearly 40% since this year.</p><p>Accept<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Analysts surveyed by Platts on average expected U.S. EIA crude oil inventories to decrease by 4.1 million barrels last week released on Wednesday, which means that U.S. crude oil inventories fell for the third consecutive week.</p><p><b>In addition to falling inventories</b>, a large part of the reason for the rise in oil prices is that as the global COVID-19 vaccine vaccination process continues to advance,<b>The market expects crude oil demand to rebound.</b></p><p>CNBC quotes analysis from Commerzbank:</p><p>The underlying environment in the crude oil market remains favorable. After some countries and regions lifted COVID-19 pandemic's blockade restrictions, crude oil demand in the United States and Europe is recovering strongly. Furthermore,<b>Supply restrictions by OPEC and its allies have also helped support prices</b>。 On Monday, US Secretary of State Antony Blinken said:</p><p>Hundreds of U.S. sanctions against Tehran will remain in place even if the U.S. reaches a nuclear deal with Iran. This means that there won't be a lot of Iranian oil supplying the market. Phil Flynn, senior analyst at Price Futures Group in Chicago, said:</p><p>According to Blinken, even if a deal is actually reached, there is still a long way to go. All those expecting a flood of oil will be disappointed.<h2>Bulls are betting on oil to rise to $100</h2><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Open interest in the commodity market is expected to soar by about $34 billion week-on-week to reach a seasonal peak of $1.25 trillion, only 2% below the historical peak in May 2018.</p><p><img src=\"https://wpimg.wallstcn.com/29e9903e-2205-4d4c-a497-6152c69ebcb8.png\" tg-width=\"454\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p>Open interest in the energy market increased the most since April and has surpassed the short-term peak of $553 billion in March this year.</p><p><img src=\"https://wpimg.wallstcn.com/2e1f1858-1b70-4876-a9e4-8a0e1fd73252.png\" tg-width=\"647\" tg-height=\"471\" referrerpolicy=\"no-referrer\">It is worth noting to crude oil bulls that,<b>NYMEX WTI long-term trading signal approaches a \"sell-to-buy\" conversion for the first time since January 2020</b>。</p><p>Analysts believe that crude oil prices are currently at their highest level since 2018 and are expected to break through the high point in October 2018.</p><p>\"Commodity Standard Bearer\"<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Has said since March this year that the falling oil price is a good opportunity to buy, and forecast Brent crude oil will reach $80 a barrel this summer.</p><p>On the occasion of a pullback/retracement in oil prices in May, Goldman Sachs once again reiterated that oil prices would rise to $80/barrel. At present, the current oil price is not far from Goldman Sachs' forecast.<img src=\"https://wpimg.wallstcn.com/dfba6424-18a8-462c-874d-1bf409642c63.png\" tg-width=\"896\" tg-height=\"594\" referrerpolicy=\"no-referrer\"><b>Traders on Wall Street are betting on $100 a barrel crude oil call options for December 2022 delivery</b>。</p><p>The fund owned by Adam Webb, chief investment officer of Blue Creek Capital Management LLC, sold puts on crude oil and instead bought calls at $100/barrel. According to options data provider QuikStrike, this type of contract involves more than 60 million barrels of crude oil.</p><p>Some activists have directly started betting on $100/barrel crude oil call options for delivery in December 2021. Last week, this type of contract involved 32 million barrels of crude oil. At the end of last year, the trading volume of this type of contract was zero.</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>Oil prices hit a two-year high, open interest surged, and bulls have already bet on $100</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\">\nOil prices hit a two-year high, open interest surged, and bulls have already bet on $100\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\">2021-06-09 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Although it briefly fell back on Monday, Brent oil prices hit their highest level in more than two years on Tuesday. U.S. oil rose above $70 for the first time in more than two and a half years.</p><p>On Tuesday,<a href=\"https://laohu8.com/S/USEG\">US Energy</a>The Information Agency (EIA) raised its WTI and Brent oil price forecasts for this year to US $61.85/barrel and US $65.19/barrel respectively, an increase of 5% and 4.7% respectively from the May forecast price.<b>After the report was released, crude oil futures prices continued to rise.</b></p><p>LONDON<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>The price of Brent crude oil futures for August delivery closed up 1.02% at US $72.22 per barrel, a new closing high for the main contract since May 16, 2019.</p><p>WTI crude oil futures for July delivery on the New York Mercantile Exchange closed up 1.18% at $70.05 a barrel. This is the first time since October 2018 that WTI crude oil futures have closed above the $70 mark.</p><p><h2>Why oil prices are rising</h2>Crude oil prices have continued to rise in recent weeks. Among them, the price of Brent oil has increased by nearly 40% since this year.</p><p>Accept<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Analysts surveyed by Platts on average expected U.S. EIA crude oil inventories to decrease by 4.1 million barrels last week released on Wednesday, which means that U.S. crude oil inventories fell for the third consecutive week.</p><p><b>In addition to falling inventories</b>, a large part of the reason for the rise in oil prices is that as the global COVID-19 vaccine vaccination process continues to advance,<b>The market expects crude oil demand to rebound.</b></p><p>CNBC quotes analysis from Commerzbank:</p><p>The underlying environment in the crude oil market remains favorable. After some countries and regions lifted COVID-19 pandemic's blockade restrictions, crude oil demand in the United States and Europe is recovering strongly. Furthermore,<b>Supply restrictions by OPEC and its allies have also helped support prices</b>。 On Monday, US Secretary of State Antony Blinken said:</p><p>Hundreds of U.S. sanctions against Tehran will remain in place even if the U.S. reaches a nuclear deal with Iran. This means that there won't be a lot of Iranian oil supplying the market. Phil Flynn, senior analyst at Price Futures Group in Chicago, said:</p><p>According to Blinken, even if a deal is actually reached, there is still a long way to go. All those expecting a flood of oil will be disappointed.<h2>Bulls are betting on oil to rise to $100</h2><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Open interest in the commodity market is expected to soar by about $34 billion week-on-week to reach a seasonal peak of $1.25 trillion, only 2% below the historical peak in May 2018.</p><p><img src=\"https://wpimg.wallstcn.com/29e9903e-2205-4d4c-a497-6152c69ebcb8.png\" tg-width=\"454\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p>Open interest in the energy market increased the most since April and has surpassed the short-term peak of $553 billion in March this year.</p><p><img src=\"https://wpimg.wallstcn.com/2e1f1858-1b70-4876-a9e4-8a0e1fd73252.png\" tg-width=\"647\" tg-height=\"471\" referrerpolicy=\"no-referrer\">It is worth noting to crude oil bulls that,<b>NYMEX WTI long-term trading signal approaches a \"sell-to-buy\" conversion for the first time since January 2020</b>。</p><p>Analysts believe that crude oil prices are currently at their highest level since 2018 and are expected to break through the high point in October 2018.</p><p>\"Commodity Standard Bearer\"<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Has said since March this year that the falling oil price is a good opportunity to buy, and forecast Brent crude oil will reach $80 a barrel this summer.</p><p>On the occasion of a pullback/retracement in oil prices in May, Goldman Sachs once again reiterated that oil prices would rise to $80/barrel. At present, the current oil price is not far from Goldman Sachs' forecast.<img src=\"https://wpimg.wallstcn.com/dfba6424-18a8-462c-874d-1bf409642c63.png\" tg-width=\"896\" tg-height=\"594\" referrerpolicy=\"no-referrer\"><b>Traders on Wall Street are betting on $100 a barrel crude oil call options for December 2022 delivery</b>。</p><p>The fund owned by Adam Webb, chief investment officer of Blue Creek Capital Management LLC, sold puts on crude oil and instead bought calls at $100/barrel. According to options data provider QuikStrike, this type of contract involves more than 60 million barrels of crude oil.</p><p>Some activists have directly started betting on $100/barrel crude oil call options for delivery in December 2021. Last week, this type of contract involved 32 million barrels of crude oil. At the end of last year, the trading volume of this type of contract was zero.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3632511\">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/e62f8ab97654b9d4f235a7b85cd8647e","relate_stocks":{"USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","DWT":"三倍做空原油ETN","DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)"},"source_url":"https://wallstreetcn.com/articles/3632511","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142299702","content_text":"虽然周一曾短暂回落，但布油价格周二刷新两年多来最高位。美油则逾两年半来首次升破70美元。周二，美国能源信息署（EIA）分别将今年的WTI和布伦特油价预期上调至61.85美元/桶和65.19美元/桶，较5月预计价分别上调5%和4.7%。报告公布后，原油期货价格延续涨势。伦敦洲际交易所8月交割的布伦特原油期货价格收涨1.02%，报72.22美元/桶，创2019年5月16日以来主力合约收盘新高。纽约商品交易所7月交割的WTI原油期货价格收涨1.18%，报70.05美元/桶。这是WTI原油期货自2018年10月以来首次收盘站上70美元关口。油价为什么上涨最近几周，原油价格持续上涨。其中布油价格更是自今年以来上涨了近40%。接受标普全球普氏能源资讯调查的分析师平均预期，周三公布的美国上周EIA原油库存将减少410万桶，这意味着美国原油库存连续第三周下降。除了库存下降，油价上涨还有很大一部分原因是随着全球新冠疫苗接种进程的不断推进，市场预期原油需求会反弹。CNBC援引德国商业银行的分析：原油市场的基本环境仍然有利。在部分国家和地区取消新冠疫情封锁限制后，美国、欧洲的原油需求都正在强劲复苏。此外，石油输出国组织及其盟国对供应的限制也有助于支撑价格。周一，美国国务卿安东尼·布林肯表示：即使美国与伊朗达成核协议，美国对德黑兰的数百项制裁仍将继续实施。这意味着不会有很多伊朗石油供应市场。芝加哥Price Futures Group的高级分析师Phil Flynn对此表示：根据布林肯的说法，即使真的达成协议，还有很长的路要走。所有那些期待石油泛滥的人都会失望的。多头押注油价将升至100美元摩根大通预计，大宗商品市场未平仓合约周环比飙升约340亿美元，达到季节性峰值的1.25万亿美元，仅比2018年5月的历史峰值低2%。能源市场的持仓量创4月来最大增幅，并且已经超过了今年3月5530亿美元的短期高峰。值得原油多头注意的是，纽约商品交易所WTI长期交易信号自2020年1月以来首次接近“卖出到买入”的转换。分析师认为，原油价格目前已经处于2018年以来的最高水平，并且有望突破2018年10月的高点。“商品旗手”高盛自今年三月起就表示，回落的油价是买入的好机会，并预测布伦特原油今年夏天将达到每桶80美元。在5月油价出现回撤之际，高盛仍再次重申，油价将涨到80美元/桶。目前来看，当前油价距高盛的预测不远了。华尔街的交易员们开始押注于2022年12月交付的每桶100美元的原油看涨期权。Blue Creek Capital Management LLC的首席投资官Adam Webb旗下的基金出售了原油看跌期权，并转而购买100美元/桶的看涨期权。据期权数据提供商QuikStrike的数据，该类型合约涉及超过6000万桶原油。更有一些激进者直接开始押注2021年12月交付的100美元/桶的原油看涨期权，上周该类型的合约涉及3200万桶原油。而去年年底，这一类型的合约交易量为零。","news_type":1,"symbols_score_info":{"CLmain":0.9,"USO":0.9,"UWTIF":0.9,"QMmain":0.9,"BZmain":0.9,"UCO":0.9,"SCO":0.9,"DUG":0.9,"DWTIF":0.9,"DDG":0.9,"DWT":0.9}},"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9011162386,"gmtCreate":1648829731483,"gmtModify":1676534407164,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011162386","repostId":"1154335998","repostType":4,"repost":{"id":"1154335998","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648826062,"share":"https://ttm.financial/m/news/1154335998?lang=en_US&edition=fundamental","pubTime":"2022-04-01 23:14","market":"us","language":"en","title":"Sea and Grab Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154335998","media":"Tiger Newspress","summary":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than ","content":"<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea and Grab Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea and Grab Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154335998","content_text":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.","news_type":1,"symbols_score_info":{"GRAB":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081455988,"gmtCreate":1650270509187,"gmtModify":1676534683319,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XLE\">$能源ETF(XLE)$</a>good","listText":"<a href=\"https://ttm.financial/S/XLE\">$能源ETF(XLE)$</a>good","text":"$能源ETF(XLE)$good","images":[{"img":"https://community-static.tradeup.com/news/6abd240c50b9e161b9f501a1668a5d0d","width":"1242","height":"1968"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081455988","isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9098346709,"gmtCreate":1644030944525,"gmtModify":1676533884400,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098346709","repostId":"1186055185","repostType":4,"repost":{"id":"1186055185","kind":"news","pubTimestamp":1644022812,"share":"https://ttm.financial/m/news/1186055185?lang=en_US&edition=fundamental","pubTime":"2022-02-05 09:00","market":"us","language":"zh","title":"Buffett reappears \"divine operation\"! Five Japanese trading companies bought during the pandemic made big profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1186055185","media":"华尔街见闻","summary":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回","content":"<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one among the world's top ten richest people whose net worth has increased year-to-date. The five largest trading companies in Japan that bet on during the epidemic achieved excess returns when commodity prices soared. Buffett also Betting on these companies to indirectly go long on commodities to obtain considerable investment returns. The \"stock god\" is the \"stock god\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway announced that it would inject a total of US $6 billion into Japan's five largest trading companies, which shocked the Japanese market. At that time, these companies were still solving the problem of declining profits caused by the reduced demand for fuel and raw materials due to the epidemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in these five companies increased by about $2 billion, a return of more than 30%, and this return has not yet been included in Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, caused commodity prices such as energy, metals and crops to surge, and these Japanese companies in which Buffett owns have been the biggest winners in the commodity boom.</p><p>This also means that Buffett is indirectly long on commodities by holding these companies.</p><p>An earlier article on Wall Street mentioned that Morgan Stanley believes that \"commodities will continue to outperform stocks this year.\" The five major factors of inflation protection, energy transition, geopolitical risks, reopening and underinvestment will continue to support commodity prices.</p><p>Not only Morgan Stanley is bullish on commodities, Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, also said that as the economy expands and prices rise, commodities are the most underutilized tool to hedge against inflation.</p><p>The five companies invested by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., Ltd. and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, all with dizzying businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly boosted its revenue outlook.</p><p>For example, shares of Marubeni Corp. soared to an all-time high on Thursday after the company raised its full-year forecast and announced a buyback plan. Others such as Mitsubishi, Itochu and Mitsui also raised their forecasts.</p><p>Although Masumi Kakinoki, CEO of Marubeni, \"modestly\" said that \"the increase is outrageous, and we are evaluating it calmly. The outlook may be uncertain, and other companies do not want to rely too much on commodities.\" But it is undeniable that these companies are Japan's overseas energy and metal assets. The largest investors benefit from the current market and the fact that they also profit from regional price arbitrage.</p><p>According to Bloomberg News, Buffett, 91, is the only person among the top ten richest people in the world whose net worth has increased year-to-date. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway company, its cumulative increase of 4.45% since the beginning of this year has surpassed technology companies and the S&P 500 in the same period.</p><p>An earlier article on Wall Street News also mentioned that in the context of the Federal Reserve's tightening of monetary policy, U.S. value stocks will outperform growth stocks in 2022. Buffett and Berkshire, who have always been known as the \"bull and bear vane\", may It will gain profits in the current market, and its long-term investment concept has once again paid off. Berkshire Hathaway's market value has surpassed Meta, and it is also expected to hit the next trillion-dollar company.</p><p></body></html></p>","source":"highlight_wallstreetcn","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>Buffett reappears \"divine operation\"! Five Japanese trading companies bought during the pandemic made big profits</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\">\nBuffett reappears \"divine operation\"! Five Japanese trading companies bought during the pandemic made big profits\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\">2022-02-05 09:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one among the world's top ten richest people whose net worth has increased year-to-date. The five largest trading companies in Japan that bet on during the epidemic achieved excess returns when commodity prices soared. Buffett also Betting on these companies to indirectly go long on commodities to obtain considerable investment returns. The \"stock god\" is the \"stock god\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway announced that it would inject a total of US $6 billion into Japan's five largest trading companies, which shocked the Japanese market. At that time, these companies were still solving the problem of declining profits caused by the reduced demand for fuel and raw materials due to the epidemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in these five companies increased by about $2 billion, a return of more than 30%, and this return has not yet been included in Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, caused commodity prices such as energy, metals and crops to surge, and these Japanese companies in which Buffett owns have been the biggest winners in the commodity boom.</p><p>This also means that Buffett is indirectly long on commodities by holding these companies.</p><p>An earlier article on Wall Street mentioned that Morgan Stanley believes that \"commodities will continue to outperform stocks this year.\" The five major factors of inflation protection, energy transition, geopolitical risks, reopening and underinvestment will continue to support commodity prices.</p><p>Not only Morgan Stanley is bullish on commodities, Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, also said that as the economy expands and prices rise, commodities are the most underutilized tool to hedge against inflation.</p><p>The five companies invested by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., Ltd. and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, all with dizzying businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly boosted its revenue outlook.</p><p>For example, shares of Marubeni Corp. soared to an all-time high on Thursday after the company raised its full-year forecast and announced a buyback plan. Others such as Mitsubishi, Itochu and Mitsui also raised their forecasts.</p><p>Although Masumi Kakinoki, CEO of Marubeni, \"modestly\" said that \"the increase is outrageous, and we are evaluating it calmly. The outlook may be uncertain, and other companies do not want to rely too much on commodities.\" But it is undeniable that these companies are Japan's overseas energy and metal assets. The largest investors benefit from the current market and the fact that they also profit from regional price arbitrage.</p><p>According to Bloomberg News, Buffett, 91, is the only person among the top ten richest people in the world whose net worth has increased year-to-date. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway company, its cumulative increase of 4.45% since the beginning of this year has surpassed technology companies and the S&P 500 in the same period.</p><p>An earlier article on Wall Street News also mentioned that in the context of the Federal Reserve's tightening of monetary policy, U.S. value stocks will outperform growth stocks in 2022. Buffett and Berkshire, who have always been known as the \"bull and bear vane\", may It will gain profits in the current market, and its long-term investment concept has once again paid off. Berkshire Hathaway's market value has surpassed Meta, and it is also expected to hit the next trillion-dollar company.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651193\">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/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3651193","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186055185","content_text":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。2021年8月，随着大宗商品价格的飙升，伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元，回报率超过30%，而这一回报率还未计入股息收入。2022年，由于供应限制和地缘政治紧张局势，再加上需求反弹，导致能源、金属和农作物等大宗商品价格飙升，而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。这也意味着，巴菲特通过持有这些公司间接做多大宗商品。华尔街稍早前文章提及，摩根士丹利认为“商品今年将继续跑赢股票”，通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。不仅仅是大摩唱多大宗商品，全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示，随着经济的扩张和价格的上涨，大宗商品是最未被充分利用的对冲通货膨胀的工具。巴菲特投资的这五家公司，分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本，这些公司通常被称为综合商社（sogo shosha），但他们更类似投资银行或者私募股权投资公司，都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点，此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱，我们正在冷静地评估。前景可能是不确定的，其他公司也不希望过于依赖商品。”但不可否认的是，这些公司是日本海外能源和金属资产的最大投资者，受益于当前的行情以及其也从区域价格套利中获利。据彭博社消息称，91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石，也是他的伯克希尔-哈撒韦公司的重点，自今年年初以来，其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。华尔街见闻稍早前文章也提及，在美联储收紧货币政策的大背景下，美股价值股将在2022年跑赢成长股，素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益，其长期投资的理念再次得到回报，伯克希尔哈撒韦市值已经超过Meta，而且也有望冲击下一个万亿美元级的公司。","news_type":1,"symbols_score_info":{"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954211348,"gmtCreate":1676386002085,"gmtModify":1676386004655,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/PDD 20230317 70.0 PUT\">$PDD 20230317 70.0 PUT$ 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