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2022-12-02

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2022-11-27

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Last night and this morning | The trends of the three major U.S. stock indexes diverged, and Manchester United's stock price for sale rose by more than 60% this week

2022-11-27

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2022-11-25

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@孟析笔谈:葡萄牙戰勝加納海信洗衣機見證C羅首秀“封神”

2022-11-25

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2022-11-22

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2022-11-21

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Pre-market | U.S. stock index futures all fell! A pharmaceutical stock bucked the trend and soared more than 100%

2022-11-21

$标普500(.SPX)$ gogogogogogogogogogogogogogogogogoggogogogogogogogoggogogogogogogogoogogogogogogogogogogogoogogogogogogogogogoogogogogoogogogog

2022-11-20

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2022-11-16

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2022-11-15

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07:42","market":"sh","language":"zh","title":"Last night and this morning | The trends of the three major U.S. stock indexes diverged, and Manchester United's stock price for sale rose by more than 60% this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1179369982","media":"老虎资讯综合","summary":"美股交易清淡，收盘涨跌不一；热门中概股普跌，陆金所暴跌20%；中东土豪有意接盘？待售曼联本周股价涨超六成；小鹏汽车遭摩根大通减持，11月两度抛售套现超5.7亿港元；俄油上限定价难妥协，欧盟谈判会议延下","content":"<p><html><head></head><body>U.S. stocks traded lightly, closing mixed; Popular Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/LU\">Lufax</a>Plunged 20%; Are local tyrants in the Middle East interested in taking over? Held for sale<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>The stock price rose by more than 60% this week;<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Suffer<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Reduce holdings, sell twice in November to cash out more than HK $570 million; Russian oil cap pricing is difficult to compromise, EU negotiation meeting postponed next week > > ><b>Overseas Market</b></p><p><b>Closing: U.S. stocks mixed as markets focus on retailers' holiday performance</b></p><p>U.S. stocks closed mixed on Friday, with all three major stock indexes recording gains this week. Markets closely monitor how retailers fared on Black Friday and continue to assess the Fed's monetary policy outlook. The Dow rose 152.97 points, or 0.45%, to 34347.03 points; The Nasdaq fell 58.96 points, or 0.52%, to 11226.36 points; The S&P 500 index fell 1.14 points, or 0.03%, to 4026.12 points.</p><p>During this week, the three major U.S. stock indexes all recorded gains. The Dow rose 1.78%, the S&P 500 rose 1.53%, and the Nasdaq rose 0.72%.</p><p><b>Most popular Chinese concept stocks fell on Friday,<a href=\"https://laohu8.com/S/LU\">Lufax</a>Plunged 20%</b></p><p>Popular Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Down 3.82%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Down 5.32%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down 1.44%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 7.15%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Down 3.75%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Down 1.50%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Down 3.75%; Lufax fell 20%, and its net profit in the third quarter decreased by 67.1% year-on-year to 1.327 billion yuan. The company expects that its net profit in 2022 will decrease by 47%-49% year-on-year.</p><p><b>European stocks closed generally higher, Germany's DAX30 index rose 0.02%</b></p><p>Germany's DAX30 index rose 0.02%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.32%, France's CAC40 index rose 0.08%, Europe's Stoxx 50 index rose 0.02%, Spain's IBEX35 index rose 0.32%, and Italy's FTSE MIB index fell 0.05%.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2286231260\" target=\"_blank\"><b>With high inflation and the shadow of economic recession, how are the Thanksgiving sales in the United States?</b></a></p><p>According to the data, online sales on Thanksgiving Day increased by 2.9%, a sluggish but slightly better than expected increase. Data is not adjusted for inflation. A small increase in low single digits means that sales may actually be declining. This year, the shopping behavior of American consumers has returned to pre-epidemic, choosing to wait and see, waiting for higher discounts at the end of the year.<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Top the list of online search discounts,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Only ranked fourth.</p><p><a href=\"https://laohu8.com/NW/2286317911\" target=\"_blank\"><b>Still can't agree! Russian oil cap pricing is difficult to compromise, EU negotiation meeting postponed next week</b></a></p><p>According to multiple media reports, multiple people familiar with the matter revealed that EU diplomats suspended negotiations on the price cap on Russian oil and the meeting was postponed until next Monday. Diplomats had expected to reach an agreement on Friday night, but Poland and the Baltic countries struggled to compromise on a higher price cap, people familiar with the matter said. In addition, a senior diplomat revealed that Poland demanded that additional sanctions be imposed on Russia and a review mechanism be established.</p><p><a href=\"https://laohu8.com/NW/2286313389\" target=\"_blank\"><b>Stop procrastinating! EU trade ministers demand fast progress on tackling Biden's inflation bill</b></a></p><p>Faced with the Biden administration's \"Inflation Reduction Act\" and the purpose of \"American Industry First\", EU countries have expressed strong opposition. Against the background of the slow progress of negotiations, EU trade ministers have come forward to shout \"hurry up\".</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2286317919\" target=\"_blank\"><b>Are local tyrants in the Middle East interested in taking over? Manchester United's share price for sale rose more than 60% this week</b></a></p><p>For Manchester United investors, this is a week worth remembering. On Friday, Eastern Time, Manchester United closed up 13.35%, and once rose more than 22% during the session, setting a new high since October 2018. The stock has risen by more than 62% this week.%, an increase that set a record.</p><p><a href=\"https://laohu8.com/NW/2286996315\" target=\"_blank\"><b>XPeng Motors was reduced by JPMorgan Chase: it sold twice in November and cashed out more than HK $570 million</b></a></p><p>From<a href=\"https://laohu8.com/S/00388\">HKEX</a>It was learned that JPMorgan Chase reduced its holdings on November 22<a href=\"https://laohu8.com/S/09868\">XPeng Motor-W</a>7.8352 million shares, with an average price of HK $28.1073 per share, involving approximately HK $220 million, and the shareholding ratio dropped from the previous 7.17% to 6.57%.</p><p><b><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Closed down more than 6%, issuing new shares to raise more than US $4 billion</b></p><p>The company has issued 889 million new shares at CHF 2.52 per share to existing investors, confirming the final terms of its CHF 4 billion capital increase plan. Investors approved the capital increase on Wednesday to fund the bank's transformation plan, and the troubled<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Trying to recover from the biggest crisis in 166 years of history.</p><p><b>The U.S. FTC may initiate an antitrust lawsuit,<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>Down 4%</b></p><p>Media reports emerged on Wednesday that the Federal Trade Commission (FTC) may file an antitrust lawsuit to block the deal. Aaron Glick, an M&A arbitrage specialist at Cowen & Co, said many investors had banked their hopes<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Good standing in the U.S. Congress will help the FTC approve the deal, but according to the deal after it fails<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>With the assumption that the share price will be at $60, the market currently projects a roughly 40% chance of a successful closing of the deal.</p><p><a href=\"https://laohu8.com/NW/2286345590\" target=\"_blank\"><b>Wal-Mart becomes this year's Black Five winner, surpassing Amazon to become consumers' first choice</b></a></p><p>Walmart is becoming the top choice for U.S. consumers looking for Black Friday discount events, new research data shows. As of Friday morning, Walmart dominated when U.S. consumers searched online for Black Friday discounts, according to ad technology firm Captify. Captify Company tracks more than 1 billion searches daily from websites worldwide.</p><p><a href=\"https://laohu8.com/NW/2286346686\" target=\"_blank\"><b>Amazon may reach settlement with EU antitrust regulators by year-end</b></a></p><p>According to people familiar with the matter,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It is possible to resolve an antitrust investigation launched by European regulators by the end of this year. The European Commission \"is likely to accept Amazon's binding recommendations before the end of the year\", people familiar with the matter said. The recommendations are said to include ending certain problematic practices, such as using data from independent sellers. In addition, the settlement agreement should also include some clauses, such as requiring Amazon to \"treat all sellers equally when ranking them to select the winner in the competition\".</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | The trends of the three major U.S. stock indexes diverged, and Manchester United's stock price for sale rose by more than 60% this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | The trends of the three major U.S. stock indexes diverged, and Manchester United's stock price for sale rose by more than 60% this week\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-11-26 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. stocks traded lightly, closing mixed; Popular Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/LU\">Lufax</a>Plunged 20%; Are local tyrants in the Middle East interested in taking over? Held for sale<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>The stock price rose by more than 60% this week;<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Suffer<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Reduce holdings, sell twice in November to cash out more than HK $570 million; Russian oil cap pricing is difficult to compromise, EU negotiation meeting postponed next week > > ><b>Overseas Market</b></p><p><b>Closing: U.S. stocks mixed as markets focus on retailers' holiday performance</b></p><p>U.S. stocks closed mixed on Friday, with all three major stock indexes recording gains this week. Markets closely monitor how retailers fared on Black Friday and continue to assess the Fed's monetary policy outlook. The Dow rose 152.97 points, or 0.45%, to 34347.03 points; The Nasdaq fell 58.96 points, or 0.52%, to 11226.36 points; The S&P 500 index fell 1.14 points, or 0.03%, to 4026.12 points.</p><p>During this week, the three major U.S. stock indexes all recorded gains. The Dow rose 1.78%, the S&P 500 rose 1.53%, and the Nasdaq rose 0.72%.</p><p><b>Most popular Chinese concept stocks fell on Friday,<a href=\"https://laohu8.com/S/LU\">Lufax</a>Plunged 20%</b></p><p>Popular Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Down 3.82%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Down 5.32%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down 1.44%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 7.15%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Down 3.75%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Down 1.50%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Down 3.75%; Lufax fell 20%, and its net profit in the third quarter decreased by 67.1% year-on-year to 1.327 billion yuan. The company expects that its net profit in 2022 will decrease by 47%-49% year-on-year.</p><p><b>European stocks closed generally higher, Germany's DAX30 index rose 0.02%</b></p><p>Germany's DAX30 index rose 0.02%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.32%, France's CAC40 index rose 0.08%, Europe's Stoxx 50 index rose 0.02%, Spain's IBEX35 index rose 0.32%, and Italy's FTSE MIB index fell 0.05%.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2286231260\" target=\"_blank\"><b>With high inflation and the shadow of economic recession, how are the Thanksgiving sales in the United States?</b></a></p><p>According to the data, online sales on Thanksgiving Day increased by 2.9%, a sluggish but slightly better than expected increase. Data is not adjusted for inflation. A small increase in low single digits means that sales may actually be declining. This year, the shopping behavior of American consumers has returned to pre-epidemic, choosing to wait and see, waiting for higher discounts at the end of the year.<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Top the list of online search discounts,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Only ranked fourth.</p><p><a href=\"https://laohu8.com/NW/2286317911\" target=\"_blank\"><b>Still can't agree! Russian oil cap pricing is difficult to compromise, EU negotiation meeting postponed next week</b></a></p><p>According to multiple media reports, multiple people familiar with the matter revealed that EU diplomats suspended negotiations on the price cap on Russian oil and the meeting was postponed until next Monday. Diplomats had expected to reach an agreement on Friday night, but Poland and the Baltic countries struggled to compromise on a higher price cap, people familiar with the matter said. In addition, a senior diplomat revealed that Poland demanded that additional sanctions be imposed on Russia and a review mechanism be established.</p><p><a href=\"https://laohu8.com/NW/2286313389\" target=\"_blank\"><b>Stop procrastinating! EU trade ministers demand fast progress on tackling Biden's inflation bill</b></a></p><p>Faced with the Biden administration's \"Inflation Reduction Act\" and the purpose of \"American Industry First\", EU countries have expressed strong opposition. Against the background of the slow progress of negotiations, EU trade ministers have come forward to shout \"hurry up\".</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2286317919\" target=\"_blank\"><b>Are local tyrants in the Middle East interested in taking over? Manchester United's share price for sale rose more than 60% this week</b></a></p><p>For Manchester United investors, this is a week worth remembering. On Friday, Eastern Time, Manchester United closed up 13.35%, and once rose more than 22% during the session, setting a new high since October 2018. The stock has risen by more than 62% this week.%, an increase that set a record.</p><p><a href=\"https://laohu8.com/NW/2286996315\" target=\"_blank\"><b>XPeng Motors was reduced by JPMorgan Chase: it sold twice in November and cashed out more than HK $570 million</b></a></p><p>From<a href=\"https://laohu8.com/S/00388\">HKEX</a>It was learned that JPMorgan Chase reduced its holdings on November 22<a href=\"https://laohu8.com/S/09868\">XPeng Motor-W</a>7.8352 million shares, with an average price of HK $28.1073 per share, involving approximately HK $220 million, and the shareholding ratio dropped from the previous 7.17% to 6.57%.</p><p><b><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Closed down more than 6%, issuing new shares to raise more than US $4 billion</b></p><p>The company has issued 889 million new shares at CHF 2.52 per share to existing investors, confirming the final terms of its CHF 4 billion capital increase plan. Investors approved the capital increase on Wednesday to fund the bank's transformation plan, and the troubled<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Trying to recover from the biggest crisis in 166 years of history.</p><p><b>The U.S. FTC may initiate an antitrust lawsuit,<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>Down 4%</b></p><p>Media reports emerged on Wednesday that the Federal Trade Commission (FTC) may file an antitrust lawsuit to block the deal. Aaron Glick, an M&A arbitrage specialist at Cowen & Co, said many investors had banked their hopes<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Good standing in the U.S. Congress will help the FTC approve the deal, but according to the deal after it fails<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>With the assumption that the share price will be at $60, the market currently projects a roughly 40% chance of a successful closing of the deal.</p><p><a href=\"https://laohu8.com/NW/2286345590\" target=\"_blank\"><b>Wal-Mart becomes this year's Black Five winner, surpassing Amazon to become consumers' first choice</b></a></p><p>Walmart is becoming the top choice for U.S. consumers looking for Black Friday discount events, new research data shows. As of Friday morning, Walmart dominated when U.S. consumers searched online for Black Friday discounts, according to ad technology firm Captify. Captify Company tracks more than 1 billion searches daily from websites worldwide.</p><p><a href=\"https://laohu8.com/NW/2286346686\" target=\"_blank\"><b>Amazon may reach settlement with EU antitrust regulators by year-end</b></a></p><p>According to people familiar with the matter,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It is possible to resolve an antitrust investigation launched by European regulators by the end of this year. The European Commission \"is likely to accept Amazon's binding recommendations before the end of the year\", people familiar with the matter said. The recommendations are said to include ending certain problematic practices, such as using data from independent sellers. In addition, the settlement agreement should also include some clauses, such as requiring Amazon to \"treat all sellers equally when ranking them to select the winner in the competition\".</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"MANU":"曼联",".DJI":"道琼斯","BK4108":"电影和娱乐",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179369982","content_text":"美股交易清淡，收盘涨跌不一；热门中概股普跌，陆金所暴跌20%；中东土豪有意接盘？待售曼联本周股价涨超六成；小鹏汽车遭摩根大通减持，11月两度抛售套现超5.7亿港元；俄油上限定价难妥协，欧盟谈判会议延下周>>>海外市场收盘：美股涨跌不一，市场关注零售商假日表现美股周五收盘涨跌不一，三大股指本周均录得涨幅。市场密切关注零售商在黑色星期五的表现，并继续评估美联储的货币政策前景。道指涨152.97点，涨幅为0.45%，报34347.03点；纳指跌58.96点，跌幅为0.52%，报11226.36点；标普500指数跌1.14点，跌幅为0.03%，报4026.12点。在这一周内，美股三大股指均录得涨幅，道指累计上涨1.78%，标普500指数上涨1.53%，纳指上涨0.72%。热门中概股周五多数下跌，陆金所暴跌20%热门中概股普跌，阿里巴巴跌3.82%，京东跌5.32%，拼多多跌1.44%，哔哩哔哩跌7.15%，百度跌3.75%，网易跌1.50%，腾讯音乐跌3.75%；陆金所跌20%，第三季度净利润同比减少67.1%至13.27亿元，公司预计2022年净利润将同比下降47%-49%。欧股收盘普涨，德国DAX30指数涨0.02%德国DAX30指数涨0.02%，英国富时100指数涨0.32%，法国CAC40指数涨0.08%，欧洲斯托克50指数涨0.02%，西班牙IBEX35指数涨0.32%，意大利富时MIB指数跌0.05%。国际宏观高通胀加经济衰退阴影，美国这个感恩节销售怎么样？数据显示，感恩节当日的在线销售额增长2.9%，增幅低迷但略好于预期。数据未经通胀调整。低个位数的小幅增长意味着，销量可能实际是下降的。今年美国消费者的购物行为回归到疫情前，选择观望，等待年底更高的折扣。沃尔玛位居在线搜索折扣榜首，亚马逊仅排第四。还是谈不拢！俄油上限定价难妥协，欧盟谈判会议延下周综合多家媒体报道，多位知情人士透露，欧盟外交官们暂停了关于针对俄罗斯石油价格上限的谈判，会议被推迟到下周一。知情人士们表示，外交官们原本预计能在周五晚上达成协议，但波兰和波罗的海国家难以对较高的价格上限妥协。除此以外，还有一位高级外交官透露，波兰方面要求对俄追加实施额外的制裁，并建立审查机制。停止拖延！欧盟贸易部长要求尽快推进应对拜登通胀法案的进程面对拜登政府的《通胀缩减法案》和“美国产业优先”的宗旨，欧盟国家纷纷表达了强烈反对的立场。在谈判进展缓慢的背景下，欧盟贸易部长纷纷出面喊话“搞快点”。公司新闻中东土豪有意接盘？待售曼联本周股价涨超六成对于曼联投资者来说，这是值得铭记的一周，美东时间周五，曼联收涨13.35%，盘中一度涨逾22%，创下2018年10月以来新高，该股本周累计上涨超62%，涨幅创下了历史纪录。小鹏汽车遭摩根大通减持：11月两度抛售套现超5.7亿港元从香港交易所获悉，摩根大通在11月22日减持小鹏汽车-W783.52万股，每股平均价28.1073港元，涉资约2.20亿港元，持股比例由此前的7.17%降至6.57%。瑞士信贷收跌逾6%，发新股筹资逾40亿美元该公司已向现有投资者以每股2.52瑞士法郎的价格发行8.89亿股新股，确认了其40亿瑞士法郎增资计划的最终条款。投资者本周三批准了此次增资，目的是为该行的转型计划提供资金，陷入困境的瑞士信贷试图从166年历史上最大的危机中复苏。美国FTC或发起反垄断诉讼，动视暴雪跌4%周三有媒体报道称，美国联邦贸易委员会（FTC）可能会提起反垄断诉讼，以阻止这笔交易。Cowen & Co的并购套利专家Aaron Glick表示，许多投资者曾寄希望于微软在美国国会的良好信誉将有助于FTC批准这笔交易，但根据交易失败后动视暴雪股价将在60美元的假设，市场目前预计交易成功完成的可能性约为40%。沃尔玛成今年黑五大赢家，超越亚马逊成消费者首选新的研究数据显示，沃尔玛正在成为美国消费者寻找黑色星期五折扣活动的首选。根据广告技术公司Captify的数据，截至周五上午，美国消费者在网上搜索黑色星期五的折扣时，沃尔玛占据了主导地位。Captify公司每天从全球网站上跟踪超过10亿次搜索。亚马逊或于年底与欧盟反垄断监管机构达成和解据知情人士透露，亚马逊有可能在今年年底解决欧洲监管机构发起的反垄断调查。知情人士表示，欧盟委员会“很可能在年底前接受亚马逊的约束性建议”。据称，这些建议包括终止某些有问题的做法，例如使用独立卖家的数据。另外，和解协议还应包括部分条款，如要求亚马逊“在为选出竞争中的赢家而对所有卖家进行排名时，给予平等对待”。","news_type":1,"symbols_score_info":{"MANU":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966205595,"gmtCreate":1669537227118,"gmtModify":1676538205867,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585215181911888","authorIdStr":"3585215181911888"},"themes":[],"htmlText":"<a 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海信洗衣機見證C羅首秀“封神”","htmlText":"北京時間24日凌晨，葡萄牙隊迎戰加納，大神C羅也迎來了自己在拉斯阿布阿巴迪球場的高光時刻。全場90多分鐘的馳騁拼殺，最終葡萄牙以3:2斬落加納於馬下。本屆世界盃官方贊助商海信旗下的白電品牌海信洗衣機見證了這一“封神”時刻。自從2006年，C羅第一次爲葡萄牙出戰世界盃以來，他已經連續五屆征戰世界盃，每屆都有進球，上屆俄羅斯世界盃，他更是打進了4球，其中包括對陣西班牙的帽子戲法，在他的率領下，葡萄牙的最佳戰績是2006年的四強。此外，C羅還出戰了五屆歐洲盃，同樣是每屆都有進球，總共打進了14球，葡萄牙獲得歐洲盃冠軍和亞軍各一次。至此，C羅已代表國家隊打進了118球，是絕對的葡萄牙歷史英雄！其實，在全球頂級賽場上，任何成功背後都是以汗水澆灌出的實力爲依靠。正如海信洗衣機以實力姿態，見證實力精彩。從宣佈趙麗娜成爲品牌代言人到海信贊助2022年卡塔爾世界盃™的一系列體育營銷，海信洗衣機不止專注於體育精神的傳遞，更是不斷關注用戶舒適、健康體驗，在科技創新與產品升級上下足了功夫。作爲高端洗護行業的引領者，海信洗衣機從技術到產品，從產品到場景，從場景到智慧生活方式不斷迭代，通過好產品、新科技、智體驗爲用戶打造精緻智慧衣帽間、智慧陽臺、智慧衛浴等多元智慧場景解決方案，滿足消費者對高品質生活的新需求。從2020年開始，海信洗衣機就深耕蒸燙洗護領域，成爲行業首個蒸燙洗團體標準的牽頭制定者和起草組組長單位，並不斷迭代創新，蒸燙洗再次升級V-fresh離子蒸燙，使衣物在護理過程中，享受“纖維維生素”的養護，成功將高端衣物就要“蒸燙洗”的概念深入消費者認知之中。讓我們持續鎖定2022卡塔爾世界盃的，用養護黑科技助力海信洗衣機的健康生活觸達全球，開啓一場足球賽事與家電升級的新“蒸”程。","listText":"北京時間24日凌晨，葡萄牙隊迎戰加納，大神C羅也迎來了自己在拉斯阿布阿巴迪球場的高光時刻。全場90多分鐘的馳騁拼殺，最終葡萄牙以3:2斬落加納於馬下。本屆世界盃官方贊助商海信旗下的白電品牌海信洗衣機見證了這一“封神”時刻。自從2006年，C羅第一次爲葡萄牙出戰世界盃以來，他已經連續五屆征戰世界盃，每屆都有進球，上屆俄羅斯世界盃，他更是打進了4球，其中包括對陣西班牙的帽子戲法，在他的率領下，葡萄牙的最佳戰績是2006年的四強。此外，C羅還出戰了五屆歐洲盃，同樣是每屆都有進球，總共打進了14球，葡萄牙獲得歐洲盃冠軍和亞軍各一次。至此，C羅已代表國家隊打進了118球，是絕對的葡萄牙歷史英雄！其實，在全球頂級賽場上，任何成功背後都是以汗水澆灌出的實力爲依靠。正如海信洗衣機以實力姿態，見證實力精彩。從宣佈趙麗娜成爲品牌代言人到海信贊助2022年卡塔爾世界盃™的一系列體育營銷，海信洗衣機不止專注於體育精神的傳遞，更是不斷關注用戶舒適、健康體驗，在科技創新與產品升級上下足了功夫。作爲高端洗護行業的引領者，海信洗衣機從技術到產品，從產品到場景，從場景到智慧生活方式不斷迭代，通過好產品、新科技、智體驗爲用戶打造精緻智慧衣帽間、智慧陽臺、智慧衛浴等多元智慧場景解決方案，滿足消費者對高品質生活的新需求。從2020年開始，海信洗衣機就深耕蒸燙洗護領域，成爲行業首個蒸燙洗團體標準的牽頭制定者和起草組組長單位，並不斷迭代創新，蒸燙洗再次升級V-fresh離子蒸燙，使衣物在護理過程中，享受“纖維維生素”的養護，成功將高端衣物就要“蒸燙洗”的概念深入消費者認知之中。讓我們持續鎖定2022卡塔爾世界盃的，用養護黑科技助力海信洗衣機的健康生活觸達全球，開啓一場足球賽事與家電升級的新“蒸”程。","text":"北京時間24日凌晨，葡萄牙隊迎戰加納，大神C羅也迎來了自己在拉斯阿布阿巴迪球場的高光時刻。全場90多分鐘的馳騁拼殺，最終葡萄牙以3:2斬落加納於馬下。本屆世界盃官方贊助商海信旗下的白電品牌海信洗衣機見證了這一“封神”時刻。自從2006年，C羅第一次爲葡萄牙出戰世界盃以來，他已經連續五屆征戰世界盃，每屆都有進球，上屆俄羅斯世界盃，他更是打進了4球，其中包括對陣西班牙的帽子戲法，在他的率領下，葡萄牙的最佳戰績是2006年的四強。此外，C羅還出戰了五屆歐洲盃，同樣是每屆都有進球，總共打進了14球，葡萄牙獲得歐洲盃冠軍和亞軍各一次。至此，C羅已代表國家隊打進了118球，是絕對的葡萄牙歷史英雄！其實，在全球頂級賽場上，任何成功背後都是以汗水澆灌出的實力爲依靠。正如海信洗衣機以實力姿態，見證實力精彩。從宣佈趙麗娜成爲品牌代言人到海信贊助2022年卡塔爾世界盃™的一系列體育營銷，海信洗衣機不止專注於體育精神的傳遞，更是不斷關注用戶舒適、健康體驗，在科技創新與產品升級上下足了功夫。作爲高端洗護行業的引領者，海信洗衣機從技術到產品，從產品到場景，從場景到智慧生活方式不斷迭代，通過好產品、新科技、智體驗爲用戶打造精緻智慧衣帽間、智慧陽臺、智慧衛浴等多元智慧場景解決方案，滿足消費者對高品質生活的新需求。從2020年開始，海信洗衣機就深耕蒸燙洗護領域，成爲行業首個蒸燙洗團體標準的牽頭制定者和起草組組長單位，並不斷迭代創新，蒸燙洗再次升級V-fresh離子蒸燙，使衣物在護理過程中，享受“纖維維生素”的養護，成功將高端衣物就要“蒸燙洗”的概念深入消費者認知之中。讓我們持續鎖定2022卡塔爾世界盃的，用養護黑科技助力海信洗衣機的健康生活觸達全球，開啓一場足球賽事與家電升級的新“蒸”程。","images":[{"img":"https://static.tigerbbs.com/e654b7da69837b18ec24db61ab9afac7"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620388523","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966904820,"gmtCreate":1669368190060,"gmtModify":1676538189752,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585215181911888","authorIdStr":"3585215181911888"},"themes":[],"htmlText":"<a 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20:20","market":"sh","language":"zh","title":"Pre-market | U.S. stock index futures all fell! A pharmaceutical stock bucked the trend and soared more than 100%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178308155","media":"老虎资讯综合","summary":"美股三大股指期货走低；热门中概股、美股区块链概念股盘前集体下挫；小牛电动、斗鱼绩后走低；市场消息：Imago Biosciences获默沙东以36美元/股的现金收购；欧洲主要股指全线下跌；原油、黄金均","content":"<p><html><head></head><body>The three major U.S. stock index futures fell; Popular Chinese concept stocks and U.S. blockchain concept stocks collectively fell before the market; Mavericks Electric and Douyu fell after their performance; Market news: Imago Biosciences was acquired by Merck for US $36/share in cash; Major European stock indexes fell across the board; Crude oil and gold both fell > > > On November 21, the three major U.S. stock index futures fell. As of press time, Dow futures fell 0.25%, Nasdaq 100 futures fell 0.85%, and S&P 500 futures fell 0.58%.</p><p><img src=\"https://static.tigerbbs.com/1e5f7d55064149785894b31e3cf33f9a\" tg-width=\"395\" tg-height=\"199\" referrerpolicy=\"no-referrer\"/></p><p><b>Premarket Quotes</b></p><p>Most popular Chinese concept stocks fell,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 3%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 2%;</p><p>U.S. blockchain concept stocks fell before the market,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>Fell more than 6%,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>Fell more than 5%,<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Both fell more than 4%;</p><p><a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>It fell nearly 5% before the market, revenue in the third quarter decreased by 6% year-on-year to 1.153 billion yuan, and electric vehicle sales fell by 19.2% year-on-year to 320,798 units;</p><p><a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>It fell more than 4% before the market, and the revenue in the third quarter was 1.798 billion yuan, a year-on-year decrease of 23.4%;</p><p><a href=\"https://laohu8.com/S/DIS\">Disney</a>It rose more than 8% before the market, after Disney announced that Iger would succeed Chapek as the company's CEO;</p><p><a href=\"https://laohu8.com/S/GRND\">Grindr</a>It fell more than 8% before the market, and the stock closed up more than 200% on the previous trading day;</p><p><a href=\"https://laohu8.com/S/IMGO\">Imago Biosciences</a>It rose more than 100% before the market. Market news: The company was acquired by Merck for US $36 per share in cash.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 0.68%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.06%, and France's CAC40 fell 0.3%.</p><p><img src=\"https://static.tigerbbs.com/cbe78e1308731bd0adc55523b261785e\" tg-width=\"675\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures fell slightly. As of press time, WTI crude oil fell 0.72% to $79.53 per barrel; Brent crude oil fell 0.71% to $87 a barrel.</p><p><img src=\"https://static.tigerbbs.com/044fd31b8a51c21530ab8956e74f3afa\" tg-width=\"902\" tg-height=\"832\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/3180206470ec343c5382c460379bce40\" tg-width=\"902\" tg-height=\"836\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures fell, down 0.74% to $1,741.4 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/d3b60bcb41e00558e405bda768192e35\" tg-width=\"902\" tg-height=\"835\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market | U.S. stock index futures all fell! A pharmaceutical stock bucked the trend and soared more than 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\">\nPre-market | U.S. stock index futures all fell! A pharmaceutical stock bucked the trend and soared more than 100%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-11-21 20:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The three major U.S. stock index futures fell; Popular Chinese concept stocks and U.S. blockchain concept stocks collectively fell before the market; Mavericks Electric and Douyu fell after their performance; Market news: Imago Biosciences was acquired by Merck for US $36/share in cash; Major European stock indexes fell across the board; Crude oil and gold both fell > > > On November 21, the three major U.S. stock index futures fell. As of press time, Dow futures fell 0.25%, Nasdaq 100 futures fell 0.85%, and S&P 500 futures fell 0.58%.</p><p><img src=\"https://static.tigerbbs.com/1e5f7d55064149785894b31e3cf33f9a\" tg-width=\"395\" tg-height=\"199\" referrerpolicy=\"no-referrer\"/></p><p><b>Premarket Quotes</b></p><p>Most popular Chinese concept stocks fell,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 3%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 2%;</p><p>U.S. blockchain concept stocks fell before the market,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>Fell more than 6%,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>Fell more than 5%,<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Both fell more than 4%;</p><p><a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>It fell nearly 5% before the market, revenue in the third quarter decreased by 6% year-on-year to 1.153 billion yuan, and electric vehicle sales fell by 19.2% year-on-year to 320,798 units;</p><p><a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>It fell more than 4% before the market, and the revenue in the third quarter was 1.798 billion yuan, a year-on-year decrease of 23.4%;</p><p><a href=\"https://laohu8.com/S/DIS\">Disney</a>It rose more than 8% before the market, after Disney announced that Iger would succeed Chapek as the company's CEO;</p><p><a href=\"https://laohu8.com/S/GRND\">Grindr</a>It fell more than 8% before the market, and the stock closed up more than 200% on the previous trading day;</p><p><a href=\"https://laohu8.com/S/IMGO\">Imago Biosciences</a>It rose more than 100% before the market. Market news: The company was acquired by Merck for US $36 per share in cash.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 0.68%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.06%, and France's CAC40 fell 0.3%.</p><p><img src=\"https://static.tigerbbs.com/cbe78e1308731bd0adc55523b261785e\" tg-width=\"675\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures fell slightly. As of press time, WTI crude oil fell 0.72% to $79.53 per barrel; Brent crude oil fell 0.71% to $87 a barrel.</p><p><img src=\"https://static.tigerbbs.com/044fd31b8a51c21530ab8956e74f3afa\" tg-width=\"902\" tg-height=\"832\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/3180206470ec343c5382c460379bce40\" tg-width=\"902\" tg-height=\"836\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures fell, down 0.74% to $1,741.4 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/d3b60bcb41e00558e405bda768192e35\" tg-width=\"902\" tg-height=\"835\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178308155","content_text":"美股三大股指期货走低；热门中概股、美股区块链概念股盘前集体下挫；小牛电动、斗鱼绩后走低；市场消息：Imago Biosciences获默沙东以36美元/股的现金收购；欧洲主要股指全线下跌；原油、黄金均走低>>>11月21日，美股三大股指期货走低，截至发稿，道指期货跌0.25%，纳斯达克100指数期货跌0.85%，标普500指数期货跌0.58%。盘前行情热门中概股多数走低，京东跌超5%，阿里巴巴、哔哩哔哩、蔚来跌超3%，拼多多、小鹏汽车、理想汽车跌超2%；美股区块链概念股盘前走低，Coinbase跌超6%，Marathon Digital跌超5%，MicroStrategy、Riot Blockchain均跌超4%；小牛电动盘前跌近5%，第三季度营收同比减少6%至11.53亿元，电动车销量同比下降19.2%至320798辆；斗鱼盘前跌超4%，第三季度营收17.98亿元，同比下滑23.4%；迪士尼盘前涨超8%，此前迪士尼宣布Iger将接替Chapek重新担任公司CEO；Grindr盘前跌超8%，该股上一交易日收涨逾200%；Imago Biosciences盘前涨逾100%，市场消息：该公司获默沙东以36美元/股的现金收购。欧洲市场欧洲主要股指全线走低，截至发稿，德国DAX30指数跌0.68%，英国富时100跌0.06%，法国CAC40跌0.3%。原油原油期货小幅走低，截止发稿，WTI原油跌0.72%，报79.53美元/桶；布伦特原油跌0.71%，报87美元/桶。黄金黄金期货走低，截止发稿，跌0.74%，报1741.4美元/盎司。","news_type":1,"symbols_score_info":{"ESmain":0.9,"YMmain":0.9,".DJI":0.9,".SPX":0.9,"NQmain":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961449985,"gmtCreate":1669033980648,"gmtModify":1676538142324,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585215181911888","authorIdStr":"3585215181911888"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$标普500(.SPX)$&nbsp;</a><v-v 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07:58","market":"sh","language":"zh","title":"Last night and this morning | US stocks closed higher! Tesla rose more than 8%, Apple rose for 10 consecutive days","url":"https://stock-news.laohu8.com/highlight/detail?id=1191411165","media":"老虎资讯综合","summary":"摘要：①隔夜美股收高，科技股整体走强，特斯拉涨超8%；②疫情引发需求担忧，WTI原油重挫7%，黄金期货收跌0.7%；③俄罗斯推动“卢布结算”，卢布对美元一度涨破90；④拜登提出5.8万亿美元预算案，拟","content":"<p><html><head></head><body>Summary: ① U.S. stocks closed higher overnight, and technology stocks overall strengthened.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 8%; ② The epidemic caused demand concerns, WTI crude oil fell 7%, and gold futures closed down 0.7%; ③ Russia promoted \"ruble settlement\", and the ruble once rose above 90 against the US dollar; ④ Biden proposed a $5.8 trillion budget, and the proposed tax increase reached a record high. Overseas Market</p><p>1. U.S. stocks closed higher! Nasdaq rose more than 1%, Tesla rose more than 8%<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Rose 0.5% to achieve tenth consecutive gains</p><p>U.S. stocks closed higher on Monday. A new round of negotiations between Ukraine and Russia will be held in Turkey. Biden proposed a $5.8 trillion budget on Monday, and his proposed tax increase will hit a record high. As of the close, the Nasdaq rose 1.31%, the S&P 500 rose 0.71%, and the Dow rose 0.27%.</p><p>U.S. technology stocks have strengthened as a whole. Among them, the news that Tesla is brewing a stock split pushed its stock price up 8%. Apple's stock price has risen for 10 consecutive trading days, setting a record for the longest winning streak since October 2010, with a cumulative increase of 16.6% on the 10th.</p><p>2. Most popular Chinese concept stocks closed higher on Monday<a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>Up more than 31%</p><p>Most popular Chinese concept stocks closed higher on Monday, with the Nasdaq China Golden Dragon Index closing up 1.76%.</p><p>Kaixin Auto rose more than 31%. The company previously announced that it had reached a 6 billion yuan new energy vehicle contract;<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 14%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 9%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles,<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>Up more than 6%,<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Rose more than 5%, Ctrip rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Rose more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up nearly 2%, Wuxin Technology,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up more than 1%.</p><p><a href=\"https://laohu8.com/S/ZME\">Head Education</a>It fell more than 17%, and Ruixing's powder list fell nearly 4%.<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>Company,<a href=\"https://laohu8.com/S/BZ\">BOSS Direct Recruitment</a>、<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 2%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 1%.</p><p>3. European stocks closed generally higher. The German DAX30 index rose 0.79%</p><p>Germany's DAX30 index rose 0.79%, France's CAC40 index rose 0.54%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.14%, while the Euro Stoxx 50 index rose 0.52%.</p><p>4. WTI crude oil fell 7% on Monday, Brent crude oil closed down 6.8%</p><p>Crude oil futures prices closed sharply lower on Monday, with U.S. WTI crude oil hitting its lowest closing price in more than a week. The chief financial officer of Velandera Energy Partners said COVID-19 pandemic and anti-epidemic lockdown measures have caused crude oil prices to fall because these measures may lead to lower energy demand.</p><p>In the end, the price of West Texas Intermediate crude oil futures for May delivery on the New York Mercantile Exchange fell by $7.94, or 7%, to $105.96 per barrel, the lowest closing price since March 18.</p><p>5. Gold futures closed down 0.7% on Monday</p><p>Gold futures prices closed lower for the second consecutive trading day on Monday. A stronger dollar and the situation between Russia and Ukraine put pressure on gold prices.</p><p>In the end, the price of gold futures for April delivery on the New York Mercantile Exchange fell by $14.40, or 0.7%, to close at $1,939.80 an ounce.</p><p>6. Russia promoted \"ruble settlement\", and the ruble once rose above 90 against the US dollar!</p><p>According to CCTV News citing Reuters, after the news that Russia will switch to rubles for natural gas exports to \"unfriendly\" countries and regions was released, the exchange rate of the ruble against the US dollar once jumped to the highest point in three weeks that day, and finally closed at 97.7 rubles to 1 dollar.</p><p>Simonov, founder of the National Energy Security Fund of the Russian Federation and director of the Department of Applied Political Science at the University of Finance and Finance of the Russian Federation, said in an interview with CCTV News that settlement in rubles can reduce the risk of freezing accounts that obtain US dollars or euros when supplying natural gas, and on the other hand, it can accelerate the process of \"de-dollarization\".</p><p>International macro</p><p>1、<a href=\"https://laohu8.com/NW/2223818855\" target=\"_blank\">Biden proposes $5.8 trillion budget with record amount of proposed tax increases</a></p><p>President Joe Biden on Monday unveiled a $5.8 trillion budget request to appease moderate Democrats, which emphasizes deficit reduction, increased funding for police and veterans and flexibility in negotiating a new social spending plan.</p><p>2. Ukrainian Foreign Minister: The biggest goal of the new round of negotiations between Russia and Ukraine is to reach a ceasefire</p><p>Ukrainian Foreign Minister Kuleba said on the 28th that the biggest goal of Ukraine's new round of face-to-face negotiations with Russia in Turkey is to reach a ceasefire. He also said that Ukrainian President Volodymyr Zelensky has set a clear red line for negotiations, that is, no trade for people, land or sovereignty.</p><p>3、<a href=\"https://laohu8.com/NW/2223813399\" target=\"_blank\">Fed research shows fiscal stimulus may be a big cause of high inflation in the United States</a></p><p>According to researchers at the San Francisco Federal Reserve Bank, consumer prices in the United States have increased faster than other advanced economies. One reason may be the huge government support provided to the American people during the epidemic.</p><p>\"Fiscal support measures aimed at countering the major economic impact of the pandemic may have raised inflation by about 3 percentage points by the end of 2021, contributing to this divergence,\" Òscar Jordà, Celeste Liu, Fernanda Nechio and Fabián Rivera-Reyes pointed out in the San Francisco Fed's weekly \"Economic Letter\".</p><p>4、<a href=\"https://laohu8.com/NW/2223132988\" target=\"_blank\">Avoid a debt default again? Russia hints that it will pay principal and interest on US dollar bonds due in April</a></p><p>On Monday, March 28, Eastern Time, according to documents submitted by the Russian National Settlement Depository NSD, Russia hinted that it would pay the principal and interest on bonds due next month and April 2042.</p><p>According to Bloomberg News, Russia has submitted notices of \"interest payment\" and \"principal repayment\" on the $2 billion bond due on April 4. In addition, Russia also submitted a \"interest payment\" notice for bonds due in April 2042. Holders of the bonds should receive $84 million in interest on April 4. The move also implies that Russia may once again temporarily avoid the risk of its first sovereign debt default in 24 years.</p><p>5、<a href=\"https://laohu8.com/NW/2223816240\" target=\"_blank\">G7 unanimously rejects Putin's demand to buy Russian gas in rubles</a></p><p>Energy ministers of the Group of Seven (G7) unanimously rejected Putin's demand to pay for gas contracts in rubles.</p><p>Robert Habeck, economy minister of Germany, which holds the rotating presidency, said on Monday that Putin's demand represented a \"unilateral and obvious default\". Also attending the meeting were EU officials.</p><p>6. OPEC hints that it will not accelerate production increase, UAE says its cooperative relationship with Russia is solid</p><p>OPEC + hinted that although the Russia-Ukraine conflict has caused the market to face the biggest turmoil in decades, they still see no need to adjust oil supply plans.</p><p>UAE Energy Minister Suhail Al-Mazrouei said at a conference in Dubai on Monday that \"if the market supply and demand are balanced and the resources are on the market, we will not increase the resources\". He added that OPEC + is not looking at whether the reduction in Russian oil exports is causing imbalances.</p><p>7. Bank of England: UK economic growth will slow due to biggest energy price shock in 50 years</p><p>Bailey, governor of the Bank of England (Bank of England), said on March 28, local time, that British economic growth will slow down due to the largest energy price shock in 50 years.</p><p>According to analysis by industry organizations, after the sharp rise in natural gas and electricity bills in the UK on April 1, the inflation rate in the UK may reach 8% in the spring. Coupled with the high global energy prices caused by the conflict between Russia and Ukraine, it is expected that later in 2022, the UK's inflation rate may be close to 10%.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2223167968\" target=\"_blank\">Apple rises for 10 consecutive trading days, setting record for longest winning streak since 2010</a></p><p>Apple Inc. stock recorded its longest winning streak in more than a decade on Monday, following its landmark Academy Awards victory.</p><p>Apple's shares closed up 0.5% on Monday at $175.60, with a market value of $2.86 trillion. As of Monday's close, Apple's stock price has risen for 10 consecutive trading days, setting a record for the longest winning streak since October 2010, with a cumulative increase of 16.6% on the 10th.</p><p>Apple's Children of Deaf Adults (CODA) won the Academy Award for Best Picture on Sunday night, becoming the first streaming service to win Hollywood's top award and beating streaming pioneers<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2223133638\" target=\"_blank\">Walmart will stop selling cigarettes at some U.S. stores</a></p><p>According to a report by The Wall Street Journal on Monday (March 28th) local time, people familiar with the matter revealed that some U.S. stores of Wal-Mart will stop selling cigarettes, after the company's leadership had argued over the sales of tobacco products for many years.</p><p>Wal-Mart, which has more than 4,700 stores in the United States, is removing tobacco products from its selected stores to make more efficient use of the space, its spokesman said. She wouldn't say how many stores will continue to sell cigarettes, but said that Wal-Mart has not stopped all tobacco sales.</p><p>It is reported that Wal-Mart has introduced a design to set up more self-service cash registers and readily available food or candy near the store entrance to replace Marlboro, Newport and other tobacco products.</p><p>3、<a href=\"https://laohu8.com/NW/1164591099\" target=\"_blank\">Apple is reported to cut iPhone SE and AirPods production due to cold consumer demand</a></p><p>On March 28, according to Nikkei News, sources said that Apple plans to cut its iPhone SE and AirPods production as the Ukraine crisis and inflation begin to drag down demand for consumer electronics products. The report pointed out that due to weaker-than-expected demand, Apple plans to produce about 20% fewer iPhone SEs in the next quarter, or about 2 million to 3 million fewer units than originally planned.</p><p>4、<a href=\"https://laohu8.com/NW/2222098897\" target=\"_blank\">Microsoft's cloud business faces antitrust complaints, EU says there are no concerns in this regard</a></p><p>On the evening of March 28, Beijing time, it was reported that Margrethe Vestager, the head of EU antitrust affairs, said today that although<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, Microsoft and<a href=\"https://laohu8.com/S/GOOG\">Google</a>Dominate the cloud computing market, but there are no competitive concerns at present.</p><p>In recent years, the market power of these large companies has caused unease among smaller competitors. In the middle of this month, German software provider NextCloud, French cloud computing service provider OVHCloud, and two other companies complained to the European Union about Microsoft's cloud business.</p><p>In this regard, the European Commission said at the time that it had received relevant complaints. But today, when asked if he was \"worried that these companies might abuse their dominant position,\" Vestager said: \"No, so far, we don't have any concerns.\"</p><p>5、<a href=\"https://laohu8.com/NW/2223811605\" target=\"_blank\">Tesla officially announced that it will submit a stock split proposal to the shareholders' meeting</a></p><p>Before the market opened on Monday local time, the electric vehicle leader stated in Form 8-K submitted to the U.S. Securities and Exchange Commission that it would require shareholders to vote at this year's annual general meeting to authorize the issuance of additional shares to achieve a stock split. Although the company did not specifically disclose the stock split plan, Tesla recorded a surge of 8.03% on Monday based on the performance of high-priced leading stocks after they announced stock splits in the past.</p><p>It is worth mentioning that Tesla CEO Musk also said on social media on Monday that he should have been infected with Novel Coronavirus again, but he has almost no symptoms. The world's richest man had previously announced that he was infected with the new crown in November 2020.</p><p>6、<a href=\"https://laohu8.com/NW/2223581581\" target=\"_blank\">The founders suddenly resigned together, and the charging pile concept stock Volta plummeted to a record low</a></p><p>On Monday local time, Volta, a US charging pile concept stock, announced that the company's CEO Scott Mercer announced his resignation and resigned from the board of directors, but will continue to run the company as interim CEO until March 31, 2023, and serve as the company's board of directors to search for a new CEO consultant. In addition, Chris Wendel, another founder and chairman of the board of directors of the company, immediately resigned, and two independent directors were appointed as co-chairmen of the board of directors.</p><p>Considering that Volta just announced last week that it would postpone the scheduled announcement schedule of the four seasons, Volta's stock price closed down and fell 18%, setting a new low since its listing in August last year.</p><p>7、<a href=\"https://laohu8.com/NW/2222041892\" target=\"_blank\">Buffett's deputy wants to quit? Munger relinquishes title as chairman of daily journal company</a></p><p>Charlie Munger, 98, a long-time business partner of Buffett, will give up his title of chairman of Daily Journal Corp and donate $1 million worth of stock to develop an equity incentive plan for this company.</p><p>8. Roche Pharmaceuticals bispecific Vabysmo was approved in Japan</p><p>Chugai Pharmaceuticals, a subsidiary of Roche Pharmaceuticals, announced on Monday that Roche bispecific Vabysmo has been approved in Japan. The drug is used for diseases such as age-related macular degeneration and diabetic macular edema. It has previously been approved by the US Food and Drug Administration (FDA) at the end of January.</p><p>9、<a href=\"https://laohu8.com/NW/2223581937\" target=\"_blank\">CEO said he plans to expand external M&A business! AMC Theaters' stock price soared over 45%</a></p><p><a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>The stock price soared, and as of the close, the stock rose more than 45% to $29.375. Earlier, the company's CEO said it was planning more strategic deals to take advantage of some of the more than $1 billion raised from retail investors last year.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | US stocks closed higher! Tesla rose more than 8%, Apple rose for 10 consecutive days</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | US stocks closed higher! Tesla rose more than 8%, Apple rose for 10 consecutive days\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-03-29 07:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. stocks closed higher overnight, and technology stocks overall strengthened.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 8%; ② The epidemic caused demand concerns, WTI crude oil fell 7%, and gold futures closed down 0.7%; ③ Russia promoted \"ruble settlement\", and the ruble once rose above 90 against the US dollar; ④ Biden proposed a $5.8 trillion budget, and the proposed tax increase reached a record high. Overseas Market</p><p>1. U.S. stocks closed higher! Nasdaq rose more than 1%, Tesla rose more than 8%<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Rose 0.5% to achieve tenth consecutive gains</p><p>U.S. stocks closed higher on Monday. A new round of negotiations between Ukraine and Russia will be held in Turkey. Biden proposed a $5.8 trillion budget on Monday, and his proposed tax increase will hit a record high. As of the close, the Nasdaq rose 1.31%, the S&P 500 rose 0.71%, and the Dow rose 0.27%.</p><p>U.S. technology stocks have strengthened as a whole. Among them, the news that Tesla is brewing a stock split pushed its stock price up 8%. Apple's stock price has risen for 10 consecutive trading days, setting a record for the longest winning streak since October 2010, with a cumulative increase of 16.6% on the 10th.</p><p>2. Most popular Chinese concept stocks closed higher on Monday<a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>Up more than 31%</p><p>Most popular Chinese concept stocks closed higher on Monday, with the Nasdaq China Golden Dragon Index closing up 1.76%.</p><p>Kaixin Auto rose more than 31%. The company previously announced that it had reached a 6 billion yuan new energy vehicle contract;<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 14%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 9%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles,<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>Up more than 6%,<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Rose more than 5%, Ctrip rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Rose more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up nearly 2%, Wuxin Technology,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up more than 1%.</p><p><a href=\"https://laohu8.com/S/ZME\">Head Education</a>It fell more than 17%, and Ruixing's powder list fell nearly 4%.<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>Company,<a href=\"https://laohu8.com/S/BZ\">BOSS Direct Recruitment</a>、<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 2%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 1%.</p><p>3. European stocks closed generally higher. The German DAX30 index rose 0.79%</p><p>Germany's DAX30 index rose 0.79%, France's CAC40 index rose 0.54%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.14%, while the Euro Stoxx 50 index rose 0.52%.</p><p>4. WTI crude oil fell 7% on Monday, Brent crude oil closed down 6.8%</p><p>Crude oil futures prices closed sharply lower on Monday, with U.S. WTI crude oil hitting its lowest closing price in more than a week. The chief financial officer of Velandera Energy Partners said COVID-19 pandemic and anti-epidemic lockdown measures have caused crude oil prices to fall because these measures may lead to lower energy demand.</p><p>In the end, the price of West Texas Intermediate crude oil futures for May delivery on the New York Mercantile Exchange fell by $7.94, or 7%, to $105.96 per barrel, the lowest closing price since March 18.</p><p>5. Gold futures closed down 0.7% on Monday</p><p>Gold futures prices closed lower for the second consecutive trading day on Monday. A stronger dollar and the situation between Russia and Ukraine put pressure on gold prices.</p><p>In the end, the price of gold futures for April delivery on the New York Mercantile Exchange fell by $14.40, or 0.7%, to close at $1,939.80 an ounce.</p><p>6. Russia promoted \"ruble settlement\", and the ruble once rose above 90 against the US dollar!</p><p>According to CCTV News citing Reuters, after the news that Russia will switch to rubles for natural gas exports to \"unfriendly\" countries and regions was released, the exchange rate of the ruble against the US dollar once jumped to the highest point in three weeks that day, and finally closed at 97.7 rubles to 1 dollar.</p><p>Simonov, founder of the National Energy Security Fund of the Russian Federation and director of the Department of Applied Political Science at the University of Finance and Finance of the Russian Federation, said in an interview with CCTV News that settlement in rubles can reduce the risk of freezing accounts that obtain US dollars or euros when supplying natural gas, and on the other hand, it can accelerate the process of \"de-dollarization\".</p><p>International macro</p><p>1、<a href=\"https://laohu8.com/NW/2223818855\" target=\"_blank\">Biden proposes $5.8 trillion budget with record amount of proposed tax increases</a></p><p>President Joe Biden on Monday unveiled a $5.8 trillion budget request to appease moderate Democrats, which emphasizes deficit reduction, increased funding for police and veterans and flexibility in negotiating a new social spending plan.</p><p>2. Ukrainian Foreign Minister: The biggest goal of the new round of negotiations between Russia and Ukraine is to reach a ceasefire</p><p>Ukrainian Foreign Minister Kuleba said on the 28th that the biggest goal of Ukraine's new round of face-to-face negotiations with Russia in Turkey is to reach a ceasefire. He also said that Ukrainian President Volodymyr Zelensky has set a clear red line for negotiations, that is, no trade for people, land or sovereignty.</p><p>3、<a href=\"https://laohu8.com/NW/2223813399\" target=\"_blank\">Fed research shows fiscal stimulus may be a big cause of high inflation in the United States</a></p><p>According to researchers at the San Francisco Federal Reserve Bank, consumer prices in the United States have increased faster than other advanced economies. One reason may be the huge government support provided to the American people during the epidemic.</p><p>\"Fiscal support measures aimed at countering the major economic impact of the pandemic may have raised inflation by about 3 percentage points by the end of 2021, contributing to this divergence,\" Òscar Jordà, Celeste Liu, Fernanda Nechio and Fabián Rivera-Reyes pointed out in the San Francisco Fed's weekly \"Economic Letter\".</p><p>4、<a href=\"https://laohu8.com/NW/2223132988\" target=\"_blank\">Avoid a debt default again? Russia hints that it will pay principal and interest on US dollar bonds due in April</a></p><p>On Monday, March 28, Eastern Time, according to documents submitted by the Russian National Settlement Depository NSD, Russia hinted that it would pay the principal and interest on bonds due next month and April 2042.</p><p>According to Bloomberg News, Russia has submitted notices of \"interest payment\" and \"principal repayment\" on the $2 billion bond due on April 4. In addition, Russia also submitted a \"interest payment\" notice for bonds due in April 2042. Holders of the bonds should receive $84 million in interest on April 4. The move also implies that Russia may once again temporarily avoid the risk of its first sovereign debt default in 24 years.</p><p>5、<a href=\"https://laohu8.com/NW/2223816240\" target=\"_blank\">G7 unanimously rejects Putin's demand to buy Russian gas in rubles</a></p><p>Energy ministers of the Group of Seven (G7) unanimously rejected Putin's demand to pay for gas contracts in rubles.</p><p>Robert Habeck, economy minister of Germany, which holds the rotating presidency, said on Monday that Putin's demand represented a \"unilateral and obvious default\". Also attending the meeting were EU officials.</p><p>6. OPEC hints that it will not accelerate production increase, UAE says its cooperative relationship with Russia is solid</p><p>OPEC + hinted that although the Russia-Ukraine conflict has caused the market to face the biggest turmoil in decades, they still see no need to adjust oil supply plans.</p><p>UAE Energy Minister Suhail Al-Mazrouei said at a conference in Dubai on Monday that \"if the market supply and demand are balanced and the resources are on the market, we will not increase the resources\". He added that OPEC + is not looking at whether the reduction in Russian oil exports is causing imbalances.</p><p>7. Bank of England: UK economic growth will slow due to biggest energy price shock in 50 years</p><p>Bailey, governor of the Bank of England (Bank of England), said on March 28, local time, that British economic growth will slow down due to the largest energy price shock in 50 years.</p><p>According to analysis by industry organizations, after the sharp rise in natural gas and electricity bills in the UK on April 1, the inflation rate in the UK may reach 8% in the spring. Coupled with the high global energy prices caused by the conflict between Russia and Ukraine, it is expected that later in 2022, the UK's inflation rate may be close to 10%.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2223167968\" target=\"_blank\">Apple rises for 10 consecutive trading days, setting record for longest winning streak since 2010</a></p><p>Apple Inc. stock recorded its longest winning streak in more than a decade on Monday, following its landmark Academy Awards victory.</p><p>Apple's shares closed up 0.5% on Monday at $175.60, with a market value of $2.86 trillion. As of Monday's close, Apple's stock price has risen for 10 consecutive trading days, setting a record for the longest winning streak since October 2010, with a cumulative increase of 16.6% on the 10th.</p><p>Apple's Children of Deaf Adults (CODA) won the Academy Award for Best Picture on Sunday night, becoming the first streaming service to win Hollywood's top award and beating streaming pioneers<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2223133638\" target=\"_blank\">Walmart will stop selling cigarettes at some U.S. stores</a></p><p>According to a report by The Wall Street Journal on Monday (March 28th) local time, people familiar with the matter revealed that some U.S. stores of Wal-Mart will stop selling cigarettes, after the company's leadership had argued over the sales of tobacco products for many years.</p><p>Wal-Mart, which has more than 4,700 stores in the United States, is removing tobacco products from its selected stores to make more efficient use of the space, its spokesman said. She wouldn't say how many stores will continue to sell cigarettes, but said that Wal-Mart has not stopped all tobacco sales.</p><p>It is reported that Wal-Mart has introduced a design to set up more self-service cash registers and readily available food or candy near the store entrance to replace Marlboro, Newport and other tobacco products.</p><p>3、<a href=\"https://laohu8.com/NW/1164591099\" target=\"_blank\">Apple is reported to cut iPhone SE and AirPods production due to cold consumer demand</a></p><p>On March 28, according to Nikkei News, sources said that Apple plans to cut its iPhone SE and AirPods production as the Ukraine crisis and inflation begin to drag down demand for consumer electronics products. The report pointed out that due to weaker-than-expected demand, Apple plans to produce about 20% fewer iPhone SEs in the next quarter, or about 2 million to 3 million fewer units than originally planned.</p><p>4、<a href=\"https://laohu8.com/NW/2222098897\" target=\"_blank\">Microsoft's cloud business faces antitrust complaints, EU says there are no concerns in this regard</a></p><p>On the evening of March 28, Beijing time, it was reported that Margrethe Vestager, the head of EU antitrust affairs, said today that although<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, Microsoft and<a href=\"https://laohu8.com/S/GOOG\">Google</a>Dominate the cloud computing market, but there are no competitive concerns at present.</p><p>In recent years, the market power of these large companies has caused unease among smaller competitors. In the middle of this month, German software provider NextCloud, French cloud computing service provider OVHCloud, and two other companies complained to the European Union about Microsoft's cloud business.</p><p>In this regard, the European Commission said at the time that it had received relevant complaints. But today, when asked if he was \"worried that these companies might abuse their dominant position,\" Vestager said: \"No, so far, we don't have any concerns.\"</p><p>5、<a href=\"https://laohu8.com/NW/2223811605\" target=\"_blank\">Tesla officially announced that it will submit a stock split proposal to the shareholders' meeting</a></p><p>Before the market opened on Monday local time, the electric vehicle leader stated in Form 8-K submitted to the U.S. Securities and Exchange Commission that it would require shareholders to vote at this year's annual general meeting to authorize the issuance of additional shares to achieve a stock split. Although the company did not specifically disclose the stock split plan, Tesla recorded a surge of 8.03% on Monday based on the performance of high-priced leading stocks after they announced stock splits in the past.</p><p>It is worth mentioning that Tesla CEO Musk also said on social media on Monday that he should have been infected with Novel Coronavirus again, but he has almost no symptoms. The world's richest man had previously announced that he was infected with the new crown in November 2020.</p><p>6、<a href=\"https://laohu8.com/NW/2223581581\" target=\"_blank\">The founders suddenly resigned together, and the charging pile concept stock Volta plummeted to a record low</a></p><p>On Monday local time, Volta, a US charging pile concept stock, announced that the company's CEO Scott Mercer announced his resignation and resigned from the board of directors, but will continue to run the company as interim CEO until March 31, 2023, and serve as the company's board of directors to search for a new CEO consultant. In addition, Chris Wendel, another founder and chairman of the board of directors of the company, immediately resigned, and two independent directors were appointed as co-chairmen of the board of directors.</p><p>Considering that Volta just announced last week that it would postpone the scheduled announcement schedule of the four seasons, Volta's stock price closed down and fell 18%, setting a new low since its listing in August last year.</p><p>7、<a href=\"https://laohu8.com/NW/2222041892\" target=\"_blank\">Buffett's deputy wants to quit? Munger relinquishes title as chairman of daily journal company</a></p><p>Charlie Munger, 98, a long-time business partner of Buffett, will give up his title of chairman of Daily Journal Corp and donate $1 million worth of stock to develop an equity incentive plan for this company.</p><p>8. Roche Pharmaceuticals bispecific Vabysmo was approved in Japan</p><p>Chugai Pharmaceuticals, a subsidiary of Roche Pharmaceuticals, announced on Monday that Roche bispecific Vabysmo has been approved in Japan. The drug is used for diseases such as age-related macular degeneration and diabetic macular edema. It has previously been approved by the US Food and Drug Administration (FDA) at the end of January.</p><p>9、<a href=\"https://laohu8.com/NW/2223581937\" target=\"_blank\">CEO said he plans to expand external M&A business! AMC Theaters' stock price soared over 45%</a></p><p><a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>The stock price soared, and as of the close, the stock rose more than 45% to $29.375. Earlier, the company's CEO said it was planning more strategic deals to take advantage of some of the more than $1 billion raised from retail investors last year.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","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":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191411165","content_text":"摘要：①隔夜美股收高，科技股整体走强，特斯拉涨超8%；②疫情引发需求担忧，WTI原油重挫7%，黄金期货收跌0.7%；③俄罗斯推动“卢布结算”，卢布对美元一度涨破90；④拜登提出5.8万亿美元预算案，拟议加税金额创历史新高。海外市场1、美股收高！纳指涨超1%特斯拉涨超8% 苹果涨0.5%实现十连涨美股周一收高。乌俄新一轮谈判将在土耳其举行。拜登周一提出5.8万亿美元预算案，其建议加税金额将创历史新高。截至收盘，纳指涨1.31%，标普500指数涨0.71%，道指涨0.27%。美国科技股整体走强，其中特斯拉酝酿拆股的消息推动其股价大涨8%，苹果股价已连续10个交易日上涨，创2010年10月以来的最长连涨纪录，10日累计涨幅16.6%。2、热门中概股周一收盘多数走高 开心汽车涨超31%热门中概股周一收盘多数走高，纳斯达克中国金龙指数收涨1.76%。开心汽车涨超31%，公司此前宣布达成60亿元新能源汽车合同；叮咚买菜涨近14%，爱奇艺涨超9%，蔚来汽车、汽车之家涨超6%，金山云涨超5%，携程涨超4%，哔哩哔哩涨超3%，微博、阿里巴巴涨近2%，雾芯科技、贝壳涨超1%。掌门教育跌超17%，瑞幸粉单跌近4%，水滴公司、BOSS直聘、高途跌超2%，拼多多跌超1%。3、欧股收盘普涨 德国DAX30指数涨0.79%德国DAX30指数涨0.79%，法国CAC40指数涨0.54%，英国富时100指数跌0.14%，欧洲斯托克50指数涨0.52%。4、周一WTI原油重挫7% 布伦特原油收跌6.8%原油期货价格周一大幅收跌，美国WTI原油创一周多来的最低收盘价。Velandera Energy Partners的首席财务官表示，新冠疫情及抗疫封锁措施导致原油价格下跌，因为这些措施可能导致能源需求下降。最终，纽约商品交易所5月交割的西德州中质原油期货价格下跌7.94美元，跌幅为7%，所有每桶105.96美元，创3月18日以来的最低收盘价。5、周一黄金期货收跌0.7%黄金期货价格周一连续第二个交易日收跌。美元走强以及俄乌局势令金价承压。最终，纽约商品交易所4月交割的黄金期货价格下跌14.40美元，跌幅为0.7%，收于每盎司1939.80美元。6、俄罗斯推动“卢布结算”，卢布对美元一度涨破90！据央视新闻援引路透社报道，俄罗斯将对“不友好”国家和地区出口的天然气改用卢布结算的消息发布后，卢布对美元汇率当天一度跃升至三周来最高点，最终收报97.7卢布兑换1美元。俄联邦国家能源安全基金创始人、俄联邦政府财政金融大学应用政治学系主任西蒙诺夫在接受总央视新闻采访时表示，以卢布结算一方面可以降低供应天然气时获取美元或欧元收益的账户被冻结的风险，另一方面则可以加速“去美元化”进程。国际宏观1、拜登提出5.8万亿美元预算案，拟议加税金额创历史新高美国总统乔·拜登周一公布了5.8万亿美元的预算要求，以安抚温和派民主党人，其中强调削减赤字，增加对警察和退伍军人的拨款，并在协商新的社会支出计划方面提供灵活性。2、乌外长：俄乌新一轮谈判最大目标是达成停火乌克兰外交部长库列巴28日表示，乌克兰在土耳其与俄罗斯新一轮面对面谈判的最大目标是达成停火。他还说，乌克兰总统泽连斯基已经为谈判设定了明确的红线，也就是：不拿人员、土地或主权做交易。3、美联储研究显示财政刺激可能是导致美国通胀高企的重要原因根据旧金山联储银行的研究员，美国消费者物价增幅超过其他发达经济体，其中一个理由可能是在疫情期间向美国民众提供的庞大的政府支持。“旨在应对疫情对经济重大影响的财政支持措施可能在2021年底前令通胀提高了大约3个百分点，从而导致了这一分化，”Òscar Jordà、Celeste Liu、Fernanda Nechio和Fabián Rivera-Reyes在旧金山联储银行一周一度的“Economic Letter”中指出。4、再次避免债务违约？俄罗斯暗示将兑付4月到期美元债券本息美东时间3月28日周一，根据俄罗斯国家结算存管机构NSD提交的文件，俄罗斯暗示将对下个月和2042年4月到期的债券兑付本息。据彭博社报道，俄罗斯已提交了对4月4日到期的20亿美元债券的“付息”和“本金偿还”通知。此外，俄罗斯还提交了2042年4月到期债券的“付息”通知，该债券的持有人应该在4月4日收到8400万美元利息。此举也暗示着俄罗斯或将再一次暂时避免24年来首次主权债违约的风险。5、G7一致拒绝普京提出的以卢布购买俄罗斯天然气的要求七国集团（G7）能源部长一致否决普京提出的以卢布支付天然气合同的要求。轮值主席国德国的经济部长Robert Habeck周一表示，普京的需求代表着“单方面明显违约”。参与会议的还有欧盟官员。6、OPEC+暗示不会加快增产 阿联酋称与俄罗斯合作关系稳固OPEC+暗示，尽管俄乌冲突令市场面临数十年来最大动荡，但他们仍然认为没有必要调整石油供应计划。阿联酋能源大臣Suhail Al-Mazrouei周一在迪拜一个会议上表示，“如果市场供需平衡，而且资源在市场上，我们不会再增加资源”。他补充说，OPEC+并没有关注俄罗斯石油出口减少是否导致失衡。7、英国央行：英国经济增长将因50年来最大能源价格冲击放缓英国英格兰银行(英国央行)行长贝利在当地时间3月28日表示，受50年以来最大规模的能源价格冲击影响，英国经济增长将放缓。有业内机构分析，在4月1日英国天然气和电费大幅上涨之后，春季英国的通货膨胀率可能达到8%，再加上俄乌冲突引发全球能源价格高涨，预计在2022年晚些时候，英国的通胀率或将接近10%。公司新闻1、苹果连续10个交易日上涨 创2010年以来最长连涨纪录在里程碑式的奥斯卡金像奖胜利之后，苹果公司股价周一创下了十多年来最长的连胜纪录。苹果公司股价周一收涨0.5%，报175.60美元，市值2.86万亿美元。截至周一收盘，苹果股价已连续10个交易日上涨，创2010年10月以来的最长连涨纪录，10日累计涨幅16.6%。周日晚间，苹果出品的《健听女孩》（CODA）荣获奥斯卡最佳影片奖，成为首个获得好莱坞最高奖项的流媒体服务，并击败流媒体先驱奈飞。2、沃尔玛部分美国门店将停止销售香烟据《华尔街日报》当地时间周一（3月28日）报道，知情人士透露，沃尔玛的部分美国门店将停止销售香烟，此前该公司领导层就烟草产品的销售问题进行了多年的争论。沃尔玛在美国有4700多家门店，其发言人称，该公司正在将烟草产品从其选定的门店下架，以更有效地利用这些空间。她不予透露有多少门店将继续销售香烟，但表示，沃尔玛并没有停止所有的烟草销售。据悉，沃尔玛已推出一种设计，在商店门口附近设置更多自助收银机以及随手可得的食物或糖果，取代万宝路、纽波特和其他烟草产品。3、苹果据悉将削减iPhone SE与AirPods产量，因消费需求遇冷3月28日消息，据日经新闻报道，消息人士称，由于乌克兰危机和通胀开始拖累消费电子产品的需求，苹果计划削减其iPhone SE和AirPods产量。报道指出，由于需求弱于预期，苹果计划在下一季度少生产约20%的iPhone SE，或比原定计划少生产约200万至300万部。4、微软云业务遭反垄断投诉 欧盟称不存在这方面担忧北京时间3月28日晚间消息，据报道，欧盟反垄断事务负责人玛格丽特·维斯塔格（Margrethe Vestager）今日表示，虽然亚马逊、微软和谷歌主导着云计算市场，但目前还不存在竞争方面的担忧。近年来，这些大公司的市场力量，引发了规模较小的竞争对手的不安。本月中旬，德国软件提供商NextCloud、法国云计算服务提供商OVHCloud，以及另外两家公司，向欧盟投诉微软的云业务。对此，欧盟委员会当时表示，已接到相关投诉。但今日，当被问及“是否担心这些公司可能滥用其主导地位”时，维斯塔格说：“不，到目前为止，我们还没有任何担忧。”5、特斯拉官宣将向股东大会提交拆股提案当地时间周一盘前，电动车龙头在提交给美国证券交易委员会的8-K表格中称，将要求股东在今年的年度股东大会上投票授权增发股份，以实现拆股。虽然公司并没有具体透露拆股方案，但基于以往高价龙头股宣布拆股后的表现，特斯拉周一录得8.03%的大涨。值得一提的是，特斯拉CEO马斯克周一也在社交媒体上表示，他应该是又感染了新冠病毒，不过几乎没有症状。全球首富此前在2020年11月时也曾宣布感染新冠。6、创始人突然携手辞职 充电桩概念股Volta重挫至历史新低当地时间周一，美股充电桩概念股Volta发布公告称，公司CEO Scott Mercer宣布辞职同时退出董事会，但将以临时CEO的身份继续执掌公司至2023年3月31日，并作为公司董事会搜索新CEO的顾问。此外公司另一位创始人、董事会主席Chris Wendel立刻辞职，两名独立董事获得联席董事会主席的任命。考虑到Volta上周刚宣布推迟既定的四季报宣布日程，Volta股价收跌重挫18%刷新去年八月上市后的新低。7、巴菲特副手萌生退意？ 芒格放弃日报期刊公司董事长头衔“股神”巴菲特的长期商业伙伴、98岁的查理·芒格将放弃其在日报期刊公司（Daily Journal Corp）的董事长头衔，并捐赠价值100万美元的股票，为这家公司制定股权激励计划。8、罗氏制药双特异性Vabysmo在日本获得批准罗氏制药子公司中外制药周一宣布，罗氏双特异性Vabysmo在日本获得批准，该药品用于老年黄斑变性、糖尿病性黄斑水肿等疾病，之前已经在一月底获得美国食品药品管理局（FDA）批准。9、CEO称计划扩展外部并购业务！AMC院线股价飙涨超45%AMC院线股价飙涨，截至收盘，该股涨超45%，报29.375美元。此前，该公司首席执行官表示，正计划进行更多的战略交易，以利用去年从散户投资者那里筹集到的10亿余美元中的部分资金。","news_type":1,"symbols_score_info":{"DUG":0,"CLmain":0,"QMmain":0,"SCO":0,"BZmain":0,"USO":0,"DWTIF":0,"DWT":0,"UWTIF":0,"UCO":0,"DDG":0}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010873647,"gmtCreate":1648346456154,"gmtModify":1676534329511,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585215181911888","idStr":"3585215181911888"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010873647","repostId":"1104202250","repostType":2,"repost":{"id":"1104202250","kind":"news","pubTimestamp":1648340339,"share":"https://ttm.financial/m/news/1104202250?lang=en_US&edition=fundamental","pubTime":"2022-03-27 08:18","market":"us","language":"zh","title":"China Internet Fog: What do you believe in?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104202250","media":"远川投资评论","summary":"这些年，机构苦口婆心教育基民“越跌越买”，但似乎只有中概互联，能让大家一边痛骂不如改名“中丐互怜”，一边乖乖掏钱。2021年2月18日，（易方达）中概互联网ETF场内价格创出历史新高。当时，这只基金的","content":"<p><html><head></head><body>In recent years, institutions have worked hard to educate Christians to \"buy more and more\", but it seems that only Zhonggai Internet can make everyone scold and change its name to \"Mutual Pity of Chinese Beggars\" while paying obediently.</p><p>On February 18, 2021, the on-site price of (E Fund) Zhonggai Internet ETF hit a record high. At that time, the share of this fund was less than 3.5 billion shares, and the product was far less famous than it is now. Unexpectedly, during the subsequent decline in net value and on-market prices, the share of this fund increased instead of decreasing, increasing more than 10 times in more than a year, approaching 35.5 billion shares. (Bank of Communications) Zhonggai Internet LOF, (GF) Zhonggai Internet ETF, Hang Seng Technology ETF and other index funds that can invest in Hong Kong stocks and the Internet have achieved a great leap forward during this period.</p><p><img src=\"https://static.tigerbbs.com/002c4daa1600178dc042fd90aa7fe201\" tg-width=\"1080\" tg-height=\"840\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This kind of \"suicidal\" bargain-hunting behavior, investors who are accustomed to conspiracy theories will think without hesitation that 80% of the institutions are luring leeks to go deeper. Actually, it's not.</p><p>Wind data shows that when the share and scale of (E Fund) Zhonggai Internet ETF are rising against the trend, the proportion of institutional holdings is rising slightly, and the proportion of internal holdings is also rising slightly. This shows that not only institutional funds, but also insiders of fund companies Personnel are also constantly buying bottoms during the decline of Chinese concept stocks.</p><p><img src=\"https://static.tigerbbs.com/275016ee3f4b499c5320654bfaa41997\" tg-width=\"1080\" tg-height=\"840\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>When domestic funds are full of enthusiasm for bargain hunting, foreign capital is hit head-on. The 13F report shows that many foreign investors such as Goldman Sachs, Temasek, BlackRock, and JPMorgan Chase have reduced their holdings of leading Chinese concept stocks such as Alibaba. The five Chinese concept stocks were even included in the \"pre-delisting list\" by the US Securities and Exchange Commission. JPMorgan Chase gave a \"sell rating\" to Chinese concept stocks in batches, and the cold ice rain pressed the bulls on the ground and rubbed them repeatedly.</p><p>Some people get on the bus and buy more and more as they fall, while others get off the boat and leave the market at the expense of cutting their meat. The huge differences seem to make the future of Chinese concept stocks even more confusing.</p><p>This article mainly answers the reasons for the decline of Chinese concept stocks and what domestic and foreign funds bought at the bottom. It is divided into three parts:</p><p>1) Reveal: Why did Chinese concept stocks plummet?</p><p>2) Bottom-hunting: domestic funds buy \"platforms\"</p><p>3) Change: Overseas institutions love to play with cars</p><p><b>01. Why did it fall sharply?</b></p><p>\"Just out of ICU, I entered KTV again\", the recent performance of Chinese concept stocks is almost crazy. However, short-lived joy can't soothe the wounded hearts of investors.</p><p>Wind data shows that as of the close on March 21, 231 of the 370 Chinese concept stocks have fallen this year, accounting for 62%; Among them, there are 29 stocks whose stock prices have been cut in half, and Tiandihui and Juhao Mall both fell by nearly 90%. In a market without rise and fall limits, it is so unrestrained when it falls.</p><p>If we count the decline of the stock price from its high point so far, the situation is even more tragic. For example, Alibaba, which currently has the largest market value in the Chinese concept stock market, hit a record high of US $319.32 at the end of October 2020, but now its stock price is less than 1/3 of that at that time, with a drop of as much as 67%, and the lowest during the period fell to US $73.28; Baidu, Pinduoduo and other Chinese concept stocks have all fallen by more than 50% since the high point, and even JD.com, which is more resilient to decline, has fallen by 40%.</p><p><img src=\"https://static.tigerbbs.com/693d152af3bc7480f2d07bf9b4e2479d\" tg-width=\"1080\" tg-height=\"1047\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The stock prices of Internet companies such as Tencent Holdings, Meituan, and Xiaomi listed on the Hong Kong stock market have also been losing ground, falling to the point that shareholders don't even recognize them.</p><p>This round of adjustment of Chinese concept stocks, with a large decline, a long cycle, and a wide scope, is rare in history. The reasons behind it must not be simply explained by performance. Behind the near destruction of the group, there are four words: internal troubles and external troubles.</p><p>As we all know, the biggest \"external trouble\" faced by Chinese concept stocks is the risk of delisting.</p><p>According to the Holding Foreign Companies Accountable Act passed by the U.S. Congress in 2020, the U.S. Securities and Exchange Commission (SEC) is allowed to delist a foreign listed company from the exchange if it fails to submit the report required by the U.S. Public Company Accounting Oversight Board for three consecutive years; These include the unequal requirement that foreign companies listed in the United States disclose audit papers.</p><p>On March 10 this year, the SEC included five Chinese concept stock companies in the tentative list of the \"Foreign Company Accountability Act\", which once again triggered a wave of selling in Chinese concept stocks and made investors have a more intuitive understanding of the lethality of delisting. feel. The risk of delisting is, in the final analysis, a crisis of confidence, and the pressure on Chinese concept stocks mainly comes from two aspects:</p><p>First, concerns about liquidity discounts. U.S. stocks are a global market with flooding liquidity. The premium of listing in the United States is relatively high, and the financing efficiency is higher; In contrast, the liquidity of Hong Kong stocks is not so abundant, and the premium of listing in Hong Kong is low. After Chinese concept stocks are delisted in the United States, they are transferred to Hong Kong stocks, which tests the ability of domestic investors to undertake, and there may be liquidity discount risks.</p><p>Second, the pressure of US dollar investors to concentrate on selling. At present, there are still a large number of overseas institutions among shareholders of Chinese concept stocks. If these companies delist from the US stock market, it will inevitably trigger a large-scale sell-off by overseas investors.</p><p>The house leaks and it rains all night. The sword of delisting is still hanging, and the tightening of domestic industry regulatory policies has cast an unpredictable shadow over the prospects of Chinese concept stocks.</p><p>In the past year or so, policies such as anti-monopoly in the Internet industry, \"double reduction\" in the education industry, and new regulations on anti-addiction to online games have been introduced one after another. Although the starting point of these policies is good, not to suppress individual industries and enterprises, it takes time for overseas investors to adjust their domestic policy expectations, which can easily lead to short-term market overreaction, sudden drop in risk appetite and panic decline.</p><p>In the communication with some fund managers, I found that there is another voice about the reason for the decline of Chinese concept stocks. Some people think that after years of development, the penetration rate of the Internet is very high, and the development of the industry has entered the second half. In recent years, the growth logic of the Internet industry is that the market is sinking, but the entire industry space may have approached the \"ceiling\". It is expected that the future industry growth rate will peak and fall back.</p><p>In other words, the rapid growth period of the Internet industry has passed, and it will enter a mature period in the future, and the imagination space of valuation has become smaller. Although this view is somewhat \"hindsight\", it undoubtedly aggravates the pessimistic expectations of the market.</p><p>However, delisting, policy supervision, and the peak of industry growth may be only the superficial reasons for the decline of Chinese concept stocks. The deep-seated reason is that the underlying valuation logic has changed.</p><p>When common prosperity is placed in an important position, when economic development changes from high speed to high quality, and the distribution system also shifts from giving priority to efficiency to taking into account fairness, in this context, the market valuation system may be reshaped.</p><p>The ghost story that firm holders of Chinese concept stocks are most afraid of hearing is that the Internet will become a public utility. As we all know, technology stocks tend to grow fast, have huge industry space, and the market is willing to give them high valuations; On the contrary, public utility companies are not so sexy in terms of performance growth rate or industry space. If this change really happens, Internet companies are bound to encounter the double-kill pressure of performance and valuation.</p><p>Compared with the simple and straightforward performance, the company's valuation is too vague, which is often a matter of opinion. The biggest problem currently encountered by Internet companies is how much they are worth and how to give valuations when the market environment changes drastically. Market participants have not yet reached a consensus, and there is no reference standard. In the view of Jiang Cheng of Zhongtai Asset Management, the reason behind it is the absence of \"value anchor\".</p><p>Although the haze of delisting has not dissipated, and the original valuation logic may be overturned and started over, in the face of Internet companies whose stock prices are frequently cut in half and whose valuations have entered historically low ranges, bargain-hunting funds can be described as going forward one after another.</p><p><b>02. Domestic capital buying platform</b></p><p>Deng Xiaofeng, chief investment officer of Gaoyi Assets, shared his views on the Internet industry when communicating with investors online at the beginning of this year.</p><p>In his view, the Internet industry is similar to the liquor industry in 2012 and 2013. At that time, affected by the \"eight regulations\" and the \"plasticizer\" incident, liquor stocks continued to adjust and did not begin to recover until 2016, but this did not hinder the long-term high returns of this industry, because liquor itself is a good business. The business model of the Internet is also very good. When the industry is stable, it is easy to create considerable returns for shareholders.</p><p>He believes that when the impact of external factors on Internet companies in Chinese concept stocks reaches its maximum, there is a high probability that the industry will perform the worst in the capital market. He asserted that although the space and timing of the upside of the Internet industry are uncertain, the Internet is at least an industry with little downside risk this year.</p><p>In this round of panic decline in early March, it is unknown whether Deng Xiaofeng bought Chinese concept stocks at the bottom, but his optimistic expectations for the Internet industry are undoubtedly representative. \"Chinese Buffett\" Duan Yongping is also a loyal believer in Chinese concept stocks. He once bucked the trend in the Internet bubble and became famous in NetEase. Now, in addition to \"venture capital\" Pinduoduo, the most talked about by the outside world is his bargain-hunting Tencent.</p><p>In 2018, Tencent's stock price plummeted due to issues such as the suspension of game version numbers. In just a few months, it fell by more than 40%. Duan Yongping took the opportunity to get on the bus. Last year, Tencent was criticized as \"spiritual opium\", and its stock price plummeted by nearly 40% again. On August 4th, Duan Yongping said on Xueqiu (ID: The road is invisible, I have style) that he bought Tencent, and then continued to buy it when it fell again, buying the bottom for the second time. On February 28 this year, some snowball fans teased that Tencent reached the bottom of the road again. Duan Yongping replied, \"It's lower than the price I bought last time, so I'll buy some tomorrow.\" Since then, he has repeatedly expressed his optimism about Tencent.</p><p>On March 8, in response to a question from a netizen, he said, \"There is no plan to increase the position (every) 10% drop.\" On March 14th, he said that in another week or two, some Apple puts should expire, and then he can consider buying more; The next morning, he claimed that \"I'm going to exchange Berkshire B shares for Tencent tomorrow, and I won't wait.\" Those words may be more like jokes, though. He once said that Tencent's attraction to him is not enough to let him sell any other stocks in exchange, and he may have to think about it seriously if it falls a few more times.</p><p>In the past few years, Tencent has been widely criticized for its game business. As the founder of the game learning machine \"Little Overlord\", Duan Yongping has different views on games. He once explained the reason for buying Tencent. In his view, the most fundamental thing of games is to spend time and get happiness, and online games are the most cost-effective way for most people to get simple happiness. There is no difference between games and other consumer goods, and there is no problem of conscience. If calculated in 10 years, holding Maotai and Tencent should be better than holding cash.</p><p>Even Duan Yongping, a high-profile bargain-hunter of Tencent, still holds a very low proportion of Tencent. In contrast,<b>Some domestic public offering products are the backbone of heavy positions or bargain-hunting Chinese concept stocks against the trend.</b></p><p>For example, SDIC UBS China Value Discovery has been holding heavy positions in Tencent Holdings and Alibaba. In the fourth quarter of last year, it also increased its position in the latter, and is currently the first and second heavy positions respectively. Fund manager Tang Haibo said that he is optimistic about platform-based Internet companies whose valuations are currently at historically low levels due to continuous policy suppression in the past year. He believes that there is still plenty of room for development in these industries, and believes in the competitive advantages of leading Chinese Internet companies on a global scale.</p><p>Zhang Jun, manager of Shanghai Investment Morgan Asia Pacific Advantage Fund, also said that the forward P/E of Chinese concept stocks is about 13 times, while that of the US stock market is more than 20 times. Chinese stocks aren't expensive. Even if P/E simply stays at current levels, the expected economic expansion should propel company earnings up significantly in the coming years.</p><p>Hu Yaosheng, manager of Chuangjin Hexin Hong Kong Stock Internet Fund, put forward the logic of being optimistic about the Internet industry from the perspective of performance. He said in the Four Seasons Report that the revenue side of core Internet companies still maintains a high growth rate. Although the profit side is not ideal, it is not that there is a problem with the company's operation, and there is no risk in the fundamentals. And the current decline in stock prices is somewhat overreacted. In the fourth quarter, he \"recharged\" his cognition with real money and increased his positions in stocks such as Meituan, Tencent Holdings, Alibaba, JD.com, and Baidu Group.</p><p>After counting Public Offering of Fund's heavy holdings, it is found that Internet leaders and platform companies are still the first choice for domestic capital layout, even for QDII funds with a wider investment range. Specifically, leading stocks such as Tencent, Meituan, Ali, and JD.com have become a must-weight stock for many funds.</p><p><img src=\"https://static.tigerbbs.com/18ef80ff846d568d3767f826d9465a9f\" tg-width=\"1080\" tg-height=\"730\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Domestic investors know China and Chinese companies best. The fair value of Internet companies may not be judged, but many of these companies are good companies, which many people believe. The more they fall, the more they buy. Looking at the prolonged cycle, they may only lose time.</p><p>What's more, when the margin of safety has dropped significantly enough, even overseas investors in foreign countries have gradually reached a consensus on the issue of bargain-hunting Chinese concept stocks.</p><p><b>03. Foreign institutions love to play with cars</b></p><p>The 97-year-old Munger has never concealed his optimism about the Chinese economy and Chinese concept stocks.</p><p>According to the 13F document disclosed not long ago, as of the end of December 2021, Charlie Munger's company DailyJournalCorp (Daily Journal) has accumulated 602,060 shares of Alibaba through American Depositary Receipts (ADRs), with a market value of approximately US $72 million. Accounting for about 28%, it is the company's third largest holding.</p><p><img src=\"https://static.tigerbbs.com/9fc040ddf768d01d0aea9c221812efaa\" tg-width=\"1080\" tg-height=\"535\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>It is worth mentioning that compared with the third quarter of last year, the number of Alibaba shares purchased by daily journals in the fourth quarter nearly doubled. Such a large increase in positions shows that Munger truly loves Alibaba and has a true love for the Chinese economy and Internet. Confidence is not just lip service.</p><p>In the first quarter of last year, Ali's stock price plummeted, and Munger bought 165,320 shares for the first time; In the second quarter, Ali's stock price fluctuated little. He did not rush to increase his position, but maintained his previous position unchanged; In the third quarter, Ali fell nearly 35% in a single quarter. Munger made another move, buying 136,740 shares, and the total number of shares held also rose to 300,000 shares; In the fourth quarter, Ali fell by nearly 20%. This time, he chose to strike hard and bought 300,000 shares in one go.</p><p>Although the price falls more and more, the cost of holding positions continues to dilute, but premature bargain-hunting still makes Munger somewhat passive in this investment. So much so that at the recent daily journal shareholders' meeting, issues such as his views on Chinese concept stocks and Alibaba were repeatedly mentioned by shareholders.</p><p>In response to questions from shareholders, Munger said that the reason why he invested in Chinese companies was that he could buy more value. Some Chinese companies are not only cheaper, but also more competitive. Compared with the investment opportunities in the United States, the investment opportunities in China are better, and you can buy at a cheaper price and obtain higher company value.<b>He doesn't think Alibaba's ownership structure is a particularly big risk, but feels that its moat is not as deep as Apple and Alphabet.</b></p><p>In fact, Munger is not alone on the road of bargain-hunting Chinese concept stocks.</p><p>Pioneer Pilot Group, which is familiar to domestic investors, bought 74 Chinese concept stocks in the fourth quarter of last year, all of which are new positions. The stocks with the highest market value include Baidu, Nio, XPeng Automobile, Pinduoduo, Li Auto, etc.; However, Pioneer Group did not buy the established retail e-commerce leaders such as Alibaba and JD.com, but chose the rising star Pinduoduo.</p><p><img src=\"https://static.tigerbbs.com/06055d73f7cf1860d227a11b89cbf027\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In the fourth quarter, BlackRock increased or decreased Chinese concept stocks, increased its holdings of 63 Chinese concept stocks, reduced or cleared its holdings of 66 Chinese concept stocks, and newly bought Red, Yellow, Blue, Dingdong Maicai, etc. 4 Chinese concept stocks. Among them, Nio, Pinduoduo, Li Auto, Alibaba and other stocks have all increased their holdings, while Baidu, Yum China, and XPeng Automobile have been slightly reduced.</p><p><img src=\"https://static.tigerbbs.com/d4d9672340b514df2dd4c24c6fa6910d\" tg-width=\"1080\" tg-height=\"793\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Interestingly, well-known foreign-funded institutions such as State Street Bank, JPMorgan Chase, Bank of New York Mellon, Norwegian Central Bank, and Goldman Sachs Group have shown strong interest in China's \"new car-making forces\" and increased their holdings of related companies in the fourth quarter. Among them, Nio received the most attention, with 149 institutions increasing their holdings and 189 institutions newly buying them.</p><p><img src=\"https://static.tigerbbs.com/70ad4f29b0386e4aa8a269f32a110be5\" tg-width=\"1080\" tg-height=\"793\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of the number of shareholding institutions, Alibaba has the largest number of foreign investors stationed in it, reaching 1,287, a slight decrease from the third quarter; In addition, Yum! China, JD.com, Baidu, and Nio all hold more than 500 shares.</p><p><img src=\"https://static.tigerbbs.com/010e1c582eed020439cd680854100f5f\" tg-width=\"1080\" tg-height=\"688\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Of course, for Chinese concept stocks, especially Chinese Internet companies that are at the forefront of anti-monopoly, there are differences among foreign-funded institutions. But for some good companies, especially high-quality companies that are growing rapidly in the Chinese market, they have never been stingy with the bullets in their hands, such as Pinduoduo, a new car-making force, which started as a sinking market.</p><p><b>04. Epilogue</b></p><p>Duan Yongping was once asked by a reporter, when NetEase fell to only $0.8, where did you get the courage to buy it? He asked rhetorically, what was originally worth 10 yuan, now someone crying and shouting to sell it to you for 1 yuan. Does it take any courage?</p><p>When the price is significantly lower than the value of the enterprise, bargain hunting certainly does not require courage and courage, but it requires bullets.</p><p>Many times, investment will fall into the dilemma of \"you can know it at a glance, but you can't learn it as soon as you learn it\". The reason is not only related to ability, but also the lack of freedom of funds. Most people don't have the ability to judge the value of a company, and stock price bottoming and value discovery usually don't come at the same time.</p><p>After all, there was only one Duan Yongping, but there were many people who fell in the darkness before dawn.</p><p></body></html></p>","source":"lsy1583835599575","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>China Internet Fog: What do you believe in?</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\">\nChina Internet Fog: What do you believe in?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">远川投资评论</strong><span class=\"h-time small\">2022-03-27 08:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In recent years, institutions have worked hard to educate Christians to \"buy more and more\", but it seems that only Zhonggai Internet can make everyone scold and change its name to \"Mutual Pity of Chinese Beggars\" while paying obediently.</p><p>On February 18, 2021, the on-site price of (E Fund) Zhonggai Internet ETF hit a record high. At that time, the share of this fund was less than 3.5 billion shares, and the product was far less famous than it is now. Unexpectedly, during the subsequent decline in net value and on-market prices, the share of this fund increased instead of decreasing, increasing more than 10 times in more than a year, approaching 35.5 billion shares. (Bank of Communications) Zhonggai Internet LOF, (GF) Zhonggai Internet ETF, Hang Seng Technology ETF and other index funds that can invest in Hong Kong stocks and the Internet have achieved a great leap forward during this period.</p><p><img src=\"https://static.tigerbbs.com/002c4daa1600178dc042fd90aa7fe201\" tg-width=\"1080\" tg-height=\"840\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This kind of \"suicidal\" bargain-hunting behavior, investors who are accustomed to conspiracy theories will think without hesitation that 80% of the institutions are luring leeks to go deeper. Actually, it's not.</p><p>Wind data shows that when the share and scale of (E Fund) Zhonggai Internet ETF are rising against the trend, the proportion of institutional holdings is rising slightly, and the proportion of internal holdings is also rising slightly. This shows that not only institutional funds, but also insiders of fund companies Personnel are also constantly buying bottoms during the decline of Chinese concept stocks.</p><p><img src=\"https://static.tigerbbs.com/275016ee3f4b499c5320654bfaa41997\" tg-width=\"1080\" tg-height=\"840\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>When domestic funds are full of enthusiasm for bargain hunting, foreign capital is hit head-on. The 13F report shows that many foreign investors such as Goldman Sachs, Temasek, BlackRock, and JPMorgan Chase have reduced their holdings of leading Chinese concept stocks such as Alibaba. The five Chinese concept stocks were even included in the \"pre-delisting list\" by the US Securities and Exchange Commission. JPMorgan Chase gave a \"sell rating\" to Chinese concept stocks in batches, and the cold ice rain pressed the bulls on the ground and rubbed them repeatedly.</p><p>Some people get on the bus and buy more and more as they fall, while others get off the boat and leave the market at the expense of cutting their meat. The huge differences seem to make the future of Chinese concept stocks even more confusing.</p><p>This article mainly answers the reasons for the decline of Chinese concept stocks and what domestic and foreign funds bought at the bottom. It is divided into three parts:</p><p>1) Reveal: Why did Chinese concept stocks plummet?</p><p>2) Bottom-hunting: domestic funds buy \"platforms\"</p><p>3) Change: Overseas institutions love to play with cars</p><p><b>01. Why did it fall sharply?</b></p><p>\"Just out of ICU, I entered KTV again\", the recent performance of Chinese concept stocks is almost crazy. However, short-lived joy can't soothe the wounded hearts of investors.</p><p>Wind data shows that as of the close on March 21, 231 of the 370 Chinese concept stocks have fallen this year, accounting for 62%; Among them, there are 29 stocks whose stock prices have been cut in half, and Tiandihui and Juhao Mall both fell by nearly 90%. In a market without rise and fall limits, it is so unrestrained when it falls.</p><p>If we count the decline of the stock price from its high point so far, the situation is even more tragic. For example, Alibaba, which currently has the largest market value in the Chinese concept stock market, hit a record high of US $319.32 at the end of October 2020, but now its stock price is less than 1/3 of that at that time, with a drop of as much as 67%, and the lowest during the period fell to US $73.28; Baidu, Pinduoduo and other Chinese concept stocks have all fallen by more than 50% since the high point, and even JD.com, which is more resilient to decline, has fallen by 40%.</p><p><img src=\"https://static.tigerbbs.com/693d152af3bc7480f2d07bf9b4e2479d\" tg-width=\"1080\" tg-height=\"1047\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The stock prices of Internet companies such as Tencent Holdings, Meituan, and Xiaomi listed on the Hong Kong stock market have also been losing ground, falling to the point that shareholders don't even recognize them.</p><p>This round of adjustment of Chinese concept stocks, with a large decline, a long cycle, and a wide scope, is rare in history. The reasons behind it must not be simply explained by performance. Behind the near destruction of the group, there are four words: internal troubles and external troubles.</p><p>As we all know, the biggest \"external trouble\" faced by Chinese concept stocks is the risk of delisting.</p><p>According to the Holding Foreign Companies Accountable Act passed by the U.S. Congress in 2020, the U.S. Securities and Exchange Commission (SEC) is allowed to delist a foreign listed company from the exchange if it fails to submit the report required by the U.S. Public Company Accounting Oversight Board for three consecutive years; These include the unequal requirement that foreign companies listed in the United States disclose audit papers.</p><p>On March 10 this year, the SEC included five Chinese concept stock companies in the tentative list of the \"Foreign Company Accountability Act\", which once again triggered a wave of selling in Chinese concept stocks and made investors have a more intuitive understanding of the lethality of delisting. feel. The risk of delisting is, in the final analysis, a crisis of confidence, and the pressure on Chinese concept stocks mainly comes from two aspects:</p><p>First, concerns about liquidity discounts. U.S. stocks are a global market with flooding liquidity. The premium of listing in the United States is relatively high, and the financing efficiency is higher; In contrast, the liquidity of Hong Kong stocks is not so abundant, and the premium of listing in Hong Kong is low. After Chinese concept stocks are delisted in the United States, they are transferred to Hong Kong stocks, which tests the ability of domestic investors to undertake, and there may be liquidity discount risks.</p><p>Second, the pressure of US dollar investors to concentrate on selling. At present, there are still a large number of overseas institutions among shareholders of Chinese concept stocks. If these companies delist from the US stock market, it will inevitably trigger a large-scale sell-off by overseas investors.</p><p>The house leaks and it rains all night. The sword of delisting is still hanging, and the tightening of domestic industry regulatory policies has cast an unpredictable shadow over the prospects of Chinese concept stocks.</p><p>In the past year or so, policies such as anti-monopoly in the Internet industry, \"double reduction\" in the education industry, and new regulations on anti-addiction to online games have been introduced one after another. Although the starting point of these policies is good, not to suppress individual industries and enterprises, it takes time for overseas investors to adjust their domestic policy expectations, which can easily lead to short-term market overreaction, sudden drop in risk appetite and panic decline.</p><p>In the communication with some fund managers, I found that there is another voice about the reason for the decline of Chinese concept stocks. Some people think that after years of development, the penetration rate of the Internet is very high, and the development of the industry has entered the second half. In recent years, the growth logic of the Internet industry is that the market is sinking, but the entire industry space may have approached the \"ceiling\". It is expected that the future industry growth rate will peak and fall back.</p><p>In other words, the rapid growth period of the Internet industry has passed, and it will enter a mature period in the future, and the imagination space of valuation has become smaller. Although this view is somewhat \"hindsight\", it undoubtedly aggravates the pessimistic expectations of the market.</p><p>However, delisting, policy supervision, and the peak of industry growth may be only the superficial reasons for the decline of Chinese concept stocks. The deep-seated reason is that the underlying valuation logic has changed.</p><p>When common prosperity is placed in an important position, when economic development changes from high speed to high quality, and the distribution system also shifts from giving priority to efficiency to taking into account fairness, in this context, the market valuation system may be reshaped.</p><p>The ghost story that firm holders of Chinese concept stocks are most afraid of hearing is that the Internet will become a public utility. As we all know, technology stocks tend to grow fast, have huge industry space, and the market is willing to give them high valuations; On the contrary, public utility companies are not so sexy in terms of performance growth rate or industry space. If this change really happens, Internet companies are bound to encounter the double-kill pressure of performance and valuation.</p><p>Compared with the simple and straightforward performance, the company's valuation is too vague, which is often a matter of opinion. The biggest problem currently encountered by Internet companies is how much they are worth and how to give valuations when the market environment changes drastically. Market participants have not yet reached a consensus, and there is no reference standard. In the view of Jiang Cheng of Zhongtai Asset Management, the reason behind it is the absence of \"value anchor\".</p><p>Although the haze of delisting has not dissipated, and the original valuation logic may be overturned and started over, in the face of Internet companies whose stock prices are frequently cut in half and whose valuations have entered historically low ranges, bargain-hunting funds can be described as going forward one after another.</p><p><b>02. Domestic capital buying platform</b></p><p>Deng Xiaofeng, chief investment officer of Gaoyi Assets, shared his views on the Internet industry when communicating with investors online at the beginning of this year.</p><p>In his view, the Internet industry is similar to the liquor industry in 2012 and 2013. At that time, affected by the \"eight regulations\" and the \"plasticizer\" incident, liquor stocks continued to adjust and did not begin to recover until 2016, but this did not hinder the long-term high returns of this industry, because liquor itself is a good business. The business model of the Internet is also very good. When the industry is stable, it is easy to create considerable returns for shareholders.</p><p>He believes that when the impact of external factors on Internet companies in Chinese concept stocks reaches its maximum, there is a high probability that the industry will perform the worst in the capital market. He asserted that although the space and timing of the upside of the Internet industry are uncertain, the Internet is at least an industry with little downside risk this year.</p><p>In this round of panic decline in early March, it is unknown whether Deng Xiaofeng bought Chinese concept stocks at the bottom, but his optimistic expectations for the Internet industry are undoubtedly representative. \"Chinese Buffett\" Duan Yongping is also a loyal believer in Chinese concept stocks. He once bucked the trend in the Internet bubble and became famous in NetEase. Now, in addition to \"venture capital\" Pinduoduo, the most talked about by the outside world is his bargain-hunting Tencent.</p><p>In 2018, Tencent's stock price plummeted due to issues such as the suspension of game version numbers. In just a few months, it fell by more than 40%. Duan Yongping took the opportunity to get on the bus. Last year, Tencent was criticized as \"spiritual opium\", and its stock price plummeted by nearly 40% again. On August 4th, Duan Yongping said on Xueqiu (ID: The road is invisible, I have style) that he bought Tencent, and then continued to buy it when it fell again, buying the bottom for the second time. On February 28 this year, some snowball fans teased that Tencent reached the bottom of the road again. Duan Yongping replied, \"It's lower than the price I bought last time, so I'll buy some tomorrow.\" Since then, he has repeatedly expressed his optimism about Tencent.</p><p>On March 8, in response to a question from a netizen, he said, \"There is no plan to increase the position (every) 10% drop.\" On March 14th, he said that in another week or two, some Apple puts should expire, and then he can consider buying more; The next morning, he claimed that \"I'm going to exchange Berkshire B shares for Tencent tomorrow, and I won't wait.\" Those words may be more like jokes, though. He once said that Tencent's attraction to him is not enough to let him sell any other stocks in exchange, and he may have to think about it seriously if it falls a few more times.</p><p>In the past few years, Tencent has been widely criticized for its game business. As the founder of the game learning machine \"Little Overlord\", Duan Yongping has different views on games. He once explained the reason for buying Tencent. In his view, the most fundamental thing of games is to spend time and get happiness, and online games are the most cost-effective way for most people to get simple happiness. There is no difference between games and other consumer goods, and there is no problem of conscience. If calculated in 10 years, holding Maotai and Tencent should be better than holding cash.</p><p>Even Duan Yongping, a high-profile bargain-hunter of Tencent, still holds a very low proportion of Tencent. In contrast,<b>Some domestic public offering products are the backbone of heavy positions or bargain-hunting Chinese concept stocks against the trend.</b></p><p>For example, SDIC UBS China Value Discovery has been holding heavy positions in Tencent Holdings and Alibaba. In the fourth quarter of last year, it also increased its position in the latter, and is currently the first and second heavy positions respectively. Fund manager Tang Haibo said that he is optimistic about platform-based Internet companies whose valuations are currently at historically low levels due to continuous policy suppression in the past year. He believes that there is still plenty of room for development in these industries, and believes in the competitive advantages of leading Chinese Internet companies on a global scale.</p><p>Zhang Jun, manager of Shanghai Investment Morgan Asia Pacific Advantage Fund, also said that the forward P/E of Chinese concept stocks is about 13 times, while that of the US stock market is more than 20 times. Chinese stocks aren't expensive. Even if P/E simply stays at current levels, the expected economic expansion should propel company earnings up significantly in the coming years.</p><p>Hu Yaosheng, manager of Chuangjin Hexin Hong Kong Stock Internet Fund, put forward the logic of being optimistic about the Internet industry from the perspective of performance. He said in the Four Seasons Report that the revenue side of core Internet companies still maintains a high growth rate. Although the profit side is not ideal, it is not that there is a problem with the company's operation, and there is no risk in the fundamentals. And the current decline in stock prices is somewhat overreacted. In the fourth quarter, he \"recharged\" his cognition with real money and increased his positions in stocks such as Meituan, Tencent Holdings, Alibaba, JD.com, and Baidu Group.</p><p>After counting Public Offering of Fund's heavy holdings, it is found that Internet leaders and platform companies are still the first choice for domestic capital layout, even for QDII funds with a wider investment range. Specifically, leading stocks such as Tencent, Meituan, Ali, and JD.com have become a must-weight stock for many funds.</p><p><img src=\"https://static.tigerbbs.com/18ef80ff846d568d3767f826d9465a9f\" tg-width=\"1080\" tg-height=\"730\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Domestic investors know China and Chinese companies best. The fair value of Internet companies may not be judged, but many of these companies are good companies, which many people believe. The more they fall, the more they buy. Looking at the prolonged cycle, they may only lose time.</p><p>What's more, when the margin of safety has dropped significantly enough, even overseas investors in foreign countries have gradually reached a consensus on the issue of bargain-hunting Chinese concept stocks.</p><p><b>03. Foreign institutions love to play with cars</b></p><p>The 97-year-old Munger has never concealed his optimism about the Chinese economy and Chinese concept stocks.</p><p>According to the 13F document disclosed not long ago, as of the end of December 2021, Charlie Munger's company DailyJournalCorp (Daily Journal) has accumulated 602,060 shares of Alibaba through American Depositary Receipts (ADRs), with a market value of approximately US $72 million. Accounting for about 28%, it is the company's third largest holding.</p><p><img src=\"https://static.tigerbbs.com/9fc040ddf768d01d0aea9c221812efaa\" tg-width=\"1080\" tg-height=\"535\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>It is worth mentioning that compared with the third quarter of last year, the number of Alibaba shares purchased by daily journals in the fourth quarter nearly doubled. Such a large increase in positions shows that Munger truly loves Alibaba and has a true love for the Chinese economy and Internet. Confidence is not just lip service.</p><p>In the first quarter of last year, Ali's stock price plummeted, and Munger bought 165,320 shares for the first time; In the second quarter, Ali's stock price fluctuated little. He did not rush to increase his position, but maintained his previous position unchanged; In the third quarter, Ali fell nearly 35% in a single quarter. Munger made another move, buying 136,740 shares, and the total number of shares held also rose to 300,000 shares; In the fourth quarter, Ali fell by nearly 20%. This time, he chose to strike hard and bought 300,000 shares in one go.</p><p>Although the price falls more and more, the cost of holding positions continues to dilute, but premature bargain-hunting still makes Munger somewhat passive in this investment. So much so that at the recent daily journal shareholders' meeting, issues such as his views on Chinese concept stocks and Alibaba were repeatedly mentioned by shareholders.</p><p>In response to questions from shareholders, Munger said that the reason why he invested in Chinese companies was that he could buy more value. Some Chinese companies are not only cheaper, but also more competitive. Compared with the investment opportunities in the United States, the investment opportunities in China are better, and you can buy at a cheaper price and obtain higher company value.<b>He doesn't think Alibaba's ownership structure is a particularly big risk, but feels that its moat is not as deep as Apple and Alphabet.</b></p><p>In fact, Munger is not alone on the road of bargain-hunting Chinese concept stocks.</p><p>Pioneer Pilot Group, which is familiar to domestic investors, bought 74 Chinese concept stocks in the fourth quarter of last year, all of which are new positions. The stocks with the highest market value include Baidu, Nio, XPeng Automobile, Pinduoduo, Li Auto, etc.; However, Pioneer Group did not buy the established retail e-commerce leaders such as Alibaba and JD.com, but chose the rising star Pinduoduo.</p><p><img src=\"https://static.tigerbbs.com/06055d73f7cf1860d227a11b89cbf027\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In the fourth quarter, BlackRock increased or decreased Chinese concept stocks, increased its holdings of 63 Chinese concept stocks, reduced or cleared its holdings of 66 Chinese concept stocks, and newly bought Red, Yellow, Blue, Dingdong Maicai, etc. 4 Chinese concept stocks. Among them, Nio, Pinduoduo, Li Auto, Alibaba and other stocks have all increased their holdings, while Baidu, Yum China, and XPeng Automobile have been slightly reduced.</p><p><img src=\"https://static.tigerbbs.com/d4d9672340b514df2dd4c24c6fa6910d\" tg-width=\"1080\" tg-height=\"793\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Interestingly, well-known foreign-funded institutions such as State Street Bank, JPMorgan Chase, Bank of New York Mellon, Norwegian Central Bank, and Goldman Sachs Group have shown strong interest in China's \"new car-making forces\" and increased their holdings of related companies in the fourth quarter. Among them, Nio received the most attention, with 149 institutions increasing their holdings and 189 institutions newly buying them.</p><p><img src=\"https://static.tigerbbs.com/70ad4f29b0386e4aa8a269f32a110be5\" tg-width=\"1080\" tg-height=\"793\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of the number of shareholding institutions, Alibaba has the largest number of foreign investors stationed in it, reaching 1,287, a slight decrease from the third quarter; In addition, Yum! China, JD.com, Baidu, and Nio all hold more than 500 shares.</p><p><img src=\"https://static.tigerbbs.com/010e1c582eed020439cd680854100f5f\" tg-width=\"1080\" tg-height=\"688\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Of course, for Chinese concept stocks, especially Chinese Internet companies that are at the forefront of anti-monopoly, there are differences among foreign-funded institutions. But for some good companies, especially high-quality companies that are growing rapidly in the Chinese market, they have never been stingy with the bullets in their hands, such as Pinduoduo, a new car-making force, which started as a sinking market.</p><p><b>04. Epilogue</b></p><p>Duan Yongping was once asked by a reporter, when NetEase fell to only $0.8, where did you get the courage to buy it? He asked rhetorically, what was originally worth 10 yuan, now someone crying and shouting to sell it to you for 1 yuan. Does it take any courage?</p><p>When the price is significantly lower than the value of the enterprise, bargain hunting certainly does not require courage and courage, but it requires bullets.</p><p>Many times, investment will fall into the dilemma of \"you can know it at a glance, but you can't learn it as soon as you learn it\". The reason is not only related to ability, but also the lack of freedom of funds. Most people don't have the ability to judge the value of a company, and stock price bottoming and value discovery usually don't come at the same time.</p><p>After all, there was only one Duan Yongping, but there were many people who fell in the darkness before dawn.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/XPCA4w1aSfUe4N1SA4X6-g\">远川投资评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00745cd781f91ef6ef359064c639fbb","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/XPCA4w1aSfUe4N1SA4X6-g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104202250","content_text":"这些年，机构苦口婆心教育基民“越跌越买”，但似乎只有中概互联，能让大家一边痛骂不如改名“中丐互怜”，一边乖乖掏钱。2021年2月18日，（易方达）中概互联网ETF场内价格创出历史新高。当时，这只基金的份额不到35亿份，产品的名气远没有现在这么大。没想到的是，在随后净值和场内价格持续下跌过程中，这只基金的份额不减反增，1年多时间翻了10倍以上，直逼355亿份。（交银）中概互联网LOF、（广发）中概互联ETF、恒生科技ETF等可投港股互联网的指数基金，份额在这期间都实现了大跃进。这种“自杀式”的抄底行为，习惯了阴谋论的投资者们会不假思索地认为，八成又是机构在诱韭菜深入。其实并非如此。Wind 数据显示，在（易方达）中概互联网ETF份额和规模逆势攀升之际，机构持有比例在小幅上升，而且内部持有比例也在小幅升高，这说明不仅是机构资金，基金公司内部人员也在中概股下跌的过程中不断抄底。当国内资金抄底热情满满，外资却迎头一棒。13F报告显示，高盛、淡马锡、贝莱德、摩根大通等多家外资减持了阿里巴巴等中概股龙头。而5家中概股更被美国证监会列入“预摘牌名单”，摩根大通对中概股批量给出“卖出评级”，冷冷冰雨把多头按在地上反复摩擦。有人上车，越跌越买，有人下船，不惜割肉离场。巨大的分歧，似乎让中概股的未来更加扑朔迷离。本文主要回答中概股下跌的原因，以及国内外资金抄底都买了什么，一共分为三个部分：1）揭秘：中概股为何大跌？2）抄底：国内资金买“平台”3）变化：海外机构爱玩车01、缘何大跌？“刚出ICU，又进KTV”，中概股最近的表现几近癫狂。不过，短暂的欢愉并不能抚慰投资者受伤的心。Wind数据显示，截至3月21日收盘，370只中概股中有231只今年以来下跌，占比62%；其中，股价腰斩的个股29只，天地荟、聚好商城跌幅均逼近90%。没有涨跌板限制的市场，跌起来就是这么奔放。若统计股价高点至今的跌幅，情况更为惨烈。比如，目前中概股市值最大的阿里巴巴，2020年10月底曾创出了319.32美元的历史最高价，而如今股价不到当时的1/3，跌幅高达67%，期间最低跌至73.28美元；百度、拼多多等中概股自高点以来的跌幅均在50%以上，即使是较为抗跌的京东跌幅也达到40%。在港股上市的腾讯控股、美团、小米等互联网公司，股价也节节败退，跌到股东都不认识。中概股这轮调整，下跌幅度之大、周期之长、波及范围之广历史罕见，背后原因肯定不能简单的用业绩来解释。近乎团灭的背后，总的就是四个字：内忧外患。众所周知，中概股面临的最大“外患”就是退市风险。根据美国国会2020年通过的《外国公司问责法案》，如果外国上市公司连续三年未能提交美国上市公司会计监督委员会所要求的报告，允许美国证监会（SEC）将其从交易所摘牌；其中就包括在美上市的外国公司需要披露审计底稿的不对等要求。今年3月10日，SEC将5家中概股公司列入《外国公司问责法》的暂定清单，再次引发了中概股的抛售潮，让投资者对退市的杀伤力有了更直观的感受。退市风险，说到底是信任危机，对中概股造成的压力主要来自于两个方面：一是，对流动性折价的担忧。美股是一个全球性的市场，流动性泛滥，在美上市的溢价比较高，融资效率更高；与之相比，港股流动性没有那么充裕，在港上市的溢价较低。中概股在美退市后转到港股上市，考验着国内投资者的承接能力，可能存在流动性折价风险。二是，美元投资者集中抛售的压力。目前中概股股东中仍有大量的海外机构，若这些公司从美股退市，势必会引发海外投资者的大规模抛售。屋漏偏逢连夜雨。退市之剑悬而未落，国内行业监管政策的收紧，又给中概股的前景蒙着捉摸不透的阴影。在过去一年多里，互联网行业反垄断、教育行业“双减”、网络游戏防沉迷新规等政策陆续出台。尽管这些政策的出发点都是好的，并非为了打压个别行业和企业，但海外投资者对国内政策预期调整需要时间，容易导致市场短期过度反应，风险偏好骤降，出现恐慌式下跌。在与一些基金经理的交流中发现，对于中概股下跌的原因，还有另外一种声音。有人认为，经过多年发展，互联网的渗透率非常高，行业发展进入后半段，近几年互联网行业的增长逻辑是市场下沉，但整个行业空间或许已经逼近“天花板”，预计未来行业增速将见顶回落。换句话说，互联网行业高速成长期已经过去了，未来将进入成熟期，估值的想象空间变小了。这样的看法虽然有些“马后炮”，但无疑加重了市场的悲观预期。不过，退市、政策监管，以及行业增速见顶，可能都只是中概股下跌的表层原因，深层次的原因在于底层估值逻辑发生了变化。当共同富裕摆在了重要的位置，当经济发展从高速度转变为高质量，分配制度也从效率优先到兼顾公平，在此背景下，市场的估值体系可能被重塑。中概股的坚定持有者们最怕听到的鬼故事，就是互联网要变为公共事业。众所周知，科技股往往增速快，行业空间巨大，市场也愿意给它们高估值；相反，公共事业公司无论是业绩增速，还是行业空间，都没有那么性感。如果真的发生这种改变，互联网公司势必会遇到业绩和估值的双杀压力。相比业绩的简单直白，公司估值要模糊太多，常常是见仁见智。互联网公司当前遇到的最大问题是，当市场环境发生剧烈改变后，它们到底值多少钱，估值应该怎么给，市场参与者还没有形成共识，也没有一个可参考的标准。在中泰资管姜诚看来，隐藏在背后的原因是“价值锚”的缺位。尽管退市阴霾未散，原有估值逻辑也有可能被推倒重来，但是面对股价动辄腰斩、估值进入历史较低区间的互联网公司，抄底资金可谓是前赴后继。02、国内资金买「平台」高毅资产首席投资官邓晓峰在今年初与投资者线上交流时分享了自己对互联网行业的看法。在他看来，互联网行业类似2012、2013年时的白酒行业。当时受“八项规定”和“塑化剂”事件的影响，白酒股持续调整，直到2016年才开始复苏，但这并不妨碍这个行业长期的高回报，因为白酒本身是一门好生意。互联网的商业模式也非常优秀，当行业稳定之后，很容易为股东创造可观的回报。他认为，外部因素对中概股互联网公司影响达到最大值的时候，大概率是行业在资本市场表现最差的时候。他断言，尽管互联网行业上行的空间和时间尚不确定，但今年互联网至少是一个下行风险很小的行业。在3月初这轮恐慌性下跌中，邓晓峰有没有抄底中概股不得而知，但他对于互联网行业的乐观预期无疑是具有代表性的。“中国巴菲特”段永平也是中概股的忠实信徒，曾在互联网泡沫中逆势抄底网易一战成名，如今除了“风投”拼多多之外，外界最为津津乐道的还是他抄底腾讯。2018年，腾讯因游戏版号停发等问题股价暴跌，短短几个月跌幅超40%，段永平趁机上车。去年，腾讯被批为“精神鸦片”，股价再次大跌近40%。段永平8月4日在雪球（ID：大道无形我有型）上称买了腾讯，再跌继续买，二度抄底。今年2月28日，有雪球粉丝调侃，腾讯又到了大道底。段永平回复称，“低过我上次买的价钱了，那明天再买点”。此后，他还多次表达了对腾讯的看好。3月8日，他在回复网友提问时表示，“计划没（每）掉10%加一次仓”。3月14日，他表示再过一两个礼拜，应该还有些苹果的put到期，到时可以考虑再买点；次日上午，他又声称“明天准备拿伯克希尔B股换点腾讯，不等了”。不过，这些话可能更像开玩笑。他曾表示，腾讯对他的吸引力还没到让他卖掉任何别的股票去换的地步，再跌几次说不定就要认真想想了。过去几年，腾讯因游戏业务广受诟病。作为游戏学习机“小霸王”的缔造者，段永平对游戏有着不同的看法。他曾经解释过买腾讯的理由。在他看来，游戏最根本的东西是消费时间并获得快乐，而网络游戏是大多数人获取简单快乐最具有性价比的办法。游戏和其他消费品没有任何差别，并不存在良知的问题。如果以10年计，拿着茅台和腾讯应该比拿着现金好。即使是高调抄底腾讯的段永平，持有腾讯的比重还很低。相比之下，国内一些公募产品才是重仓持有或是逆势抄底中概股的中坚力量。比如，国投瑞银中国价值发现一直重仓持有腾讯控股和阿里巴巴，去年四季度还加仓了后者，目前分别为第一和第二重仓。基金经理汤海波表示，看好过去 一年中受持续政策打压，目前估值处于历史低位的平台型互联网公司。他认为这些行业仍有充足的发展空间，并相信中国互联网龙头公司在全球范围内的竞争优势。上投摩根亚太优势基金经理张军也表示，中概股的远期市盈率约为13倍，而美国股市则超过20倍。中国股票并不昂贵。即使市盈率只是停留在目前水平，预期的经济扩张应该会推动公司收益在未来几年大幅上升。创金合信港股互联网基金经理胡尧盛则从业绩角度提出了看好互联网行业的逻辑。他在四季报中表示，核心互联网公司收入端依然维持较高增速，虽然利润端不理想，但并非公司经营出了问题，基本面并没有出现风险。而当前股价下跌反应有些过度。他四季度真金白银为自己的认知“充值”，加仓了美团、腾讯控股、阿里巴巴、京东集团、百度集团等股票。统计公募基金重仓股后发现，互联网龙头、平台型公司仍是国内资金布局首选，即使是投资范围更广的QDII基金也是如此。具体来看，腾讯、美团、阿里、京东等龙头股成为很多基金必配重仓股。国内投资者最懂中国，也最懂中国的公司，互联网公司的公允价值可能无法判断，但这些公司中不少是好公司，这于这一点很多人深信不疑。他们越跌越买，拉长周期看，输的或许只是时间。更何况，当安全边际已经跌得足够明显，哪怕是异国他乡的海外投资者，也在抄底中概股这件事情上逐渐有了共识。03、国外机构爱玩车97岁的芒格对中国经济、中概股的看好从来不掩饰。根据不久前披露的13F文件显示，截至2021年12月底，查理·芒格旗下公司DailyJournalCorp（每日期刊）通过美国存托凭证(ADR)累积持有阿里巴巴602060股，持有市值约0.72亿美元，占比约28%，为公司第三大持仓。值得一提的是，与去年三季度相比，四季度每日期刊买入阿里巴巴的股票数量接近翻倍，如此大手笔的加仓，可见芒格对阿里巴巴是真爱，对中国经济、互联网的信心并非嘴上说说而已。去年一季度，阿里股价大跌，芒格首次买入了165320股；二季度阿里股价波动较小，他并没有急于加仓，只是维持之前的持仓不变；三季度阿里单季下跌近35%，芒格再次出手，买入136740股，持股总数也上升至30万股；四季度阿里又下跌了近20%，他这次选择了重拳出击，一口气买了30万股。尽管越跌越买，持仓成本不断摊薄，但过早的抄底，还是让芒格在这笔投资上有些被动。以至于在近期召开的每日期刊股东大会上，他对中概股、对阿里巴巴的看法之类的问题被股东们反复提到。芒格在回答股东提问时表示，之所以投资中国公司，是因为能够买到更多的价值。一些中国公司不仅价格便宜，而且竞争力更强。与美国的投资机会相比，中国的投资机会更好，而且能以更便宜的价格买入，获得更高的公司价值。他不觉得阿里巴巴的股权结构是一项特别大的风险，只是觉得其护城河没有苹果和Alphabet那么深。实际上，在抄底中概股的道路上，芒格并不孤单。国内投资者比较熟悉的先锋领航集团，去年四季度买入了74只中概股，而且均为新进持仓，持有市值排名靠前的个股包括百度、蔚来、小鹏汽车、拼多多、理想汽车等；但是，先锋集团没有买阿里巴巴、京东这些老牌零售电商龙头，而是选择了后起之秀拼多多。贝莱德四季度对中概股有增有减，对63只中概股进行了增持，对66只中概股进行了减持或清仓，另外新进买入红黄蓝、叮咚买菜等4只中概股。其中，蔚来、拼多多、理想汽车、阿里巴巴等个股均获得增持，百度、百胜中国、小鹏汽车虽被小幅减持。有意思的是，道富银行、摩根大通、纽约梅隆银行、挪威中央银行、高盛集团等知名外资机构，对中国“造车新势力”表现出了浓厚的兴趣，四季度纷纷增持了相关公司，其中蔚来受关注度最高，获得149家机构增持，189家机构新买入。若从持股机构数来看，阿里巴巴中驻扎的外资数量最多，达1287家，较三季度小幅下降；另外，百胜中国、京东、百度、蔚来持股机构数均超过500家。当然，对于中概股，尤其是处于反垄断风口浪尖的中国互联网公司，外资机构之间是有分歧的。但对于一些好公司，尤其是中国市场上快速成长的优质公司，他们从来不吝啬手里的子弹，比如造车新势力、以做下沉市场起家的拼多多。04、尾声段永平曾被记者问道，当年网易跌得仅剩0.8美元，你哪来的勇气敢买入？他反问道，原本值10块钱的东西，现在有人哭着喊着要以1块钱的价格卖给你，这还需要什么勇气吗？当价格显著低于企业价值时，抄底当然不需要勇气和胆识，但需要子弹。很多时候投资会陷入“一看就会，一学就废”的困境，原因既关乎能力，又在于资金的不自由。大多数人是不具备判断一家公司价值的能力的，而股价见底与价值发现通常不会同时到来。毕竟，段永平只有一个，但倒在了黎明前黑暗中的人，却有许多。","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935013164,"gmtCreate":1663019039458,"gmtModify":1676537180893,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585215181911888","idStr":"3585215181911888"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$道琼斯(.DJI)$</a><v-v data-views=\"0\"></v-v>[微笑]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.DJI\">$道琼斯(.DJI)$</a><v-v data-views=\"0\"></v-v>[微笑]&nbsp;","text":"$道琼斯(.DJI)$[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935013164","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080127354,"gmtCreate":1649859664109,"gmtModify":1676534592024,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585215181911888","idStr":"3585215181911888"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080127354","repostId":"2227169474","repostType":4,"repost":{"id":"2227169474","kind":"highlight","pubTimestamp":1649837512,"share":"https://ttm.financial/m/news/2227169474?lang=en_US&edition=fundamental","pubTime":"2022-04-13 16:11","market":"us","language":"zh","title":"Extreme polarization! U.S. stocks, U.S. bonds, and various sectors are all telling opposite \"stories\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2227169474","media":"华尔街见闻","summary":"摩根士丹利分析师Michael Wilson指出，美股内部结构表现出严重的增长恐慌，而债券和标普500指数走势则反映增长尚可，然而这种背离是不可持续的，经济增长将令人失望。近期，美国股债市场的分化愈加","content":"<p><html><head></head><body><b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Michael Wilson pointed out that the internal structure of U.S. stocks shows serious growth panic, while the trend of bonds and the S&P 500 index reflects acceptable growth. However, this divergence is unsustainable and economic growth will be disappointing.</b>Recently, the differentiation of the U.S. stock and bond markets has become more and more obvious. U.S. bonds continue to be sold off, but U.S. stocks remain strong. Not only that, there is also serious differentiation within the U.S. stock market. Growth stocks have suffered a severe impact from rate hike expectations, while defensive stocks have significantly outperformed cyclical stocks.</p><p><img src=\"https://static.tigerbbs.com/f6c2f1398679b7ae8673a31065e432a7\" tg-width=\"500\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Some analysts have also noticed the intensified divergence between U.S. stocks, U.S. bonds, and the internal structure of U.S. stocks. U.S. stock shorts,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Michael Wilson pointed out in a note on Monday that the bond market and the S&P 500 index are too optimistic about the economic outlook.</p><p>Michael Wilson mentions in his report:</p><p>We have an example of extreme polarization. The internal structure of U.S. stocks shows serious growth concerns and panics, while the trend of bonds and the S&P 500 index reflects acceptable growth, and the U.S. bond market shows that the economy will remain strong. Wilson pointed out that the stock market began to realize a little bit in November, when high-valued stocks have performed extremely badly, and now defensive stocks, especially the utilities sector, are in one of their best periods on record.</p><p><img src=\"https://static.tigerbbs.com/823e940b411a1eb5c8ff6c897065e2fe\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>In terms of U.S. bonds, as the Federal Reserve started a rate hike cycle, the 10-year U.S. bond yield has continued to rise in the past month, with the largest monthly fluctuation in history.</p><p>From this point, the internal structure of the stock market once again deviates from the message of the bond market. At the same time, the inside of the stock market is telling a very different story compared to bonds or the S&P 500.</p><p>Equity risk premiums are lower, with the S&P 500 GFC at its lowest level since 2008. As Mike Wilson has pointed out many times in recent weeks, stock market returns are low given the huge risks facing the market.</p><p><img src=\"https://static.tigerbbs.com/0f6ddb0a1b0dd2ff84ebf296c9934b91\" tg-width=\"500\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Furthermore, the downward ratio showed a clear pause in market breadth from mid-2021 and faded in the first quarter of 2022, signaling a clear shift in market trends from an early mid-cycle environment to a late backdrop.</p><p><img src=\"https://static.tigerbbs.com/f393196c06ba9e4855e6c07e28bfe980\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>Finally, Wilson pointed out that current index valuations are still vulnerable to slowing growth, and P/E may continue to decline. Dividend increases with the current market valuation, possibly because many companies are currently performing better. But this divergence is unsustainable, and cyclical stocks will be the most affected by then.</p><p><img src=\"https://static.tigerbbs.com/32aefcbb404ca514042d83db10606e78\" tg-width=\"500\" tg-height=\"306\" referrerpolicy=\"no-referrer\"/></p><p>The \"growth panic\" within U.S. stocks and the differentiation between bonds and stock indexes will prove that growth is unsustainable. The accelerated pace of rate hike is another warning sign that there may be an overshoot in the 10-year U.S. Treasury yield.</p><p>Overall, Wilson believes that it is difficult for the Fed to implement such a large-scale tightening without affecting the economy, and economic growth will be disappointing, and advises investors to stick to defensive stocks.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Extreme polarization! U.S. stocks, U.S. bonds, and various sectors are all telling opposite \"stories\"</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\">\nExtreme polarization! U.S. stocks, U.S. bonds, and various sectors are all telling opposite \"stories\"\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\">2022-04-13 16:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Michael Wilson pointed out that the internal structure of U.S. stocks shows serious growth panic, while the trend of bonds and the S&P 500 index reflects acceptable growth. However, this divergence is unsustainable and economic growth will be disappointing.</b>Recently, the differentiation of the U.S. stock and bond markets has become more and more obvious. U.S. bonds continue to be sold off, but U.S. stocks remain strong. Not only that, there is also serious differentiation within the U.S. stock market. Growth stocks have suffered a severe impact from rate hike expectations, while defensive stocks have significantly outperformed cyclical stocks.</p><p><img src=\"https://static.tigerbbs.com/f6c2f1398679b7ae8673a31065e432a7\" tg-width=\"500\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Some analysts have also noticed the intensified divergence between U.S. stocks, U.S. bonds, and the internal structure of U.S. stocks. U.S. stock shorts,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Michael Wilson pointed out in a note on Monday that the bond market and the S&P 500 index are too optimistic about the economic outlook.</p><p>Michael Wilson mentions in his report:</p><p>We have an example of extreme polarization. The internal structure of U.S. stocks shows serious growth concerns and panics, while the trend of bonds and the S&P 500 index reflects acceptable growth, and the U.S. bond market shows that the economy will remain strong. Wilson pointed out that the stock market began to realize a little bit in November, when high-valued stocks have performed extremely badly, and now defensive stocks, especially the utilities sector, are in one of their best periods on record.</p><p><img src=\"https://static.tigerbbs.com/823e940b411a1eb5c8ff6c897065e2fe\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>In terms of U.S. bonds, as the Federal Reserve started a rate hike cycle, the 10-year U.S. bond yield has continued to rise in the past month, with the largest monthly fluctuation in history.</p><p>From this point, the internal structure of the stock market once again deviates from the message of the bond market. At the same time, the inside of the stock market is telling a very different story compared to bonds or the S&P 500.</p><p>Equity risk premiums are lower, with the S&P 500 GFC at its lowest level since 2008. As Mike Wilson has pointed out many times in recent weeks, stock market returns are low given the huge risks facing the market.</p><p><img src=\"https://static.tigerbbs.com/0f6ddb0a1b0dd2ff84ebf296c9934b91\" tg-width=\"500\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Furthermore, the downward ratio showed a clear pause in market breadth from mid-2021 and faded in the first quarter of 2022, signaling a clear shift in market trends from an early mid-cycle environment to a late backdrop.</p><p><img src=\"https://static.tigerbbs.com/f393196c06ba9e4855e6c07e28bfe980\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>Finally, Wilson pointed out that current index valuations are still vulnerable to slowing growth, and P/E may continue to decline. Dividend increases with the current market valuation, possibly because many companies are currently performing better. But this divergence is unsustainable, and cyclical stocks will be the most affected by then.</p><p><img src=\"https://static.tigerbbs.com/32aefcbb404ca514042d83db10606e78\" tg-width=\"500\" tg-height=\"306\" referrerpolicy=\"no-referrer\"/></p><p>The \"growth panic\" within U.S. stocks and the differentiation between bonds and stock indexes will prove that growth is unsustainable. The accelerated pace of rate hike is another warning sign that there may be an overshoot in the 10-year U.S. Treasury yield.</p><p>Overall, Wilson believes that it is difficult for the Fed to implement such a large-scale tightening without affecting the economy, and economic growth will be disappointing, and advises investors to stick to defensive stocks.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3656805\">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/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"BND":"债券指数ETF-Vanguard美国","TLT":"20+年以上美国国债ETF-iShares","GOVT":"iShares安硕核心美国国债ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","IEI":"iShares Barclays 3-7 Year Trea","SHY":"债券指数ETF-iShares Barclays 1-3年国债"},"source_url":"https://wallstreetcn.com/articles/3656805","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227169474","content_text":"摩根士丹利分析师Michael Wilson指出，美股内部结构表现出严重的增长恐慌，而债券和标普500指数走势则反映增长尚可，然而这种背离是不可持续的，经济增长将令人失望。近期，美国股债市场的分化愈加明显，美债持续遭抛售，美股却依然坚挺。不仅如此，美股内部也出现严重分化，成长型股票遭受加息预期的猛烈冲击，同时防御型股票表现显著优于周期股。一些分析师也注意到了美股、美债以及美股内部结构背离加剧，美股空头、摩根士丹利分析师Michael Wilson在周一的一份报告中指出，债券市场和标准普尔500指数对经济前景过于乐观。Michael Wilson在报告中提到：我们有了一个极端分化的例子，美股内部结构表现出严重的增长担忧恐慌，而债券和标普500指数走势则反映增长尚可，其中美国债市则显示经济将保持强劲。Wilson指出，股市在11月开始意识到了一点，自那时高估值股票表现极其糟糕，现在防守型股票，尤其是公用事业板块，正处于有记录以来表现最好的时期之一。美债方面，随着美联储开启加息周期，近一个月10年期美债收益率持续攀升，月波动幅度为史上最大。从这一点上，股票市场的内部结构再次偏离了债券市场的信息。与此同时，与债券或标普500相比，股票市场的内部正在讲述一个截然不同的故事。股票风险溢价走低，标普500指数GFC处于2008年以来的最低水平。正如Mike Wilson最近几周多次指出的，鉴于市场面临着巨大风险，股市回报较低。此外，从2021年中期开始，下跌比率显示出市场广度的明显停顿，并在2022年第一季度消退，这标志着市场趋势从周期早中期环境到晚期背景的明显变化。最后，Wilson指出，目前的指数估值仍然容易受到增长放缓的影响，市盈率可能继续下降。股息随当前市场估值增加，可能是因为许多企业当前的业绩表现较好。但这种背离是不可持续的，到时候周期股将受影响最严重。美股内部的“增长恐慌”与债券和股指之间的分化，将被证明增长是不可持续的。加息步伐加快是另一个警告信号，表明10年期美债收益率可能存在超调。总的来看，Wilson认为，美联储很难在不影响经济的情况下实施如此大规模的紧缩，经济增长将令人失望，并建议投资者坚持选择防御性股票。","news_type":1,"symbols_score_info":{"ZNmain":0.9,"TNmain":0.9,"ZBmain":0.9,"IEI":0.6,"BND":1,"ZTmain":0.9,"GOVT":0.6,"IEF":0.6,"SHY":0.6,"UBmain":0.9,"ZFmain":0.9,"TLT":0.6}},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011430065,"gmtCreate":1648902690361,"gmtModify":1676534419847,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585215181911888","idStr":"3585215181911888"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011430065","repostId":"1150398100","repostType":4,"repost":{"id":"1150398100","kind":"news","pubTimestamp":1648887472,"share":"https://ttm.financial/m/news/1150398100?lang=en_US&edition=fundamental","pubTime":"2022-04-02 16:17","market":"sh","language":"zh","title":"Heavy! Four ministries and commissions revised the regulations on overseas listing of enterprises, and five highlights were sorted out!","url":"https://stock-news.laohu8.com/highlight/detail?id=1150398100","media":"上海证券报","summary":"中国证监会坚定支持企业根据自身意愿自主选择上市地。","content":"<p><div>On April 2, according to the official website of the China Securities Regulatory Commission, the China Securities Regulatory Commission, together with the Ministry of Finance, the State Secrecy Bureau and the State Archives Bureau, revised the \"Regulations on Strengthening the Confidentiality and Archives Management Related to Overseas Issuance and Listing of Securities\" (China Securities Regulatory Commission Announcement [2009] No.29, hereinafter referred to as the \"Regulations\") and publicly solicited opinions from the public. In response to a reporter's question, the person in charge of the relevant department of the China Securities Regulatory Commission said that the China Securities Regulatory Commission firmly supports enterprises to independently choose listing places according to their own wishes. The revision of the \"Regulations\" aims to further strengthen the confidentiality and file management related to overseas issuance and listing of domestic enterprises, clarify the information security responsibilities of listed companies,...</p><p><a href=\"https://mp.weixin.qq.com/s/JeAmTjpdCNbZNcFHuCoZMQ\">Web link</a></div></p>","source":"shzqb","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>Heavy! Four ministries and commissions revised the regulations on overseas listing of enterprises, and five highlights were sorted out!</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\">\nHeavy! Four ministries and commissions revised the regulations on overseas listing of enterprises, and five highlights were sorted out!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2022-04-02 16:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On April 2, according to the official website of the China Securities Regulatory Commission, the China Securities Regulatory Commission, together with the Ministry of Finance, the State Secrecy Bureau and the State Archives Bureau, revised the \"Regulations on Strengthening the Confidentiality and Archives Management Related to Overseas Issuance and Listing of Securities\" (China Securities Regulatory Commission Announcement [2009] No.29, hereinafter referred to as the \"Regulations\") and publicly solicited opinions from the public. In response to a reporter's question, the person in charge of the relevant department of the China Securities Regulatory Commission said that the China Securities Regulatory Commission firmly supports enterprises to independently choose listing places according to their own wishes. The revision of the \"Regulations\" aims to further strengthen the confidentiality and file management related to overseas issuance and listing of domestic enterprises, clarify the information security responsibilities of listed companies,...</p><p><a href=\"https://mp.weixin.qq.com/s/JeAmTjpdCNbZNcFHuCoZMQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/JeAmTjpdCNbZNcFHuCoZMQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e47235940cac4ace00aaf85be84ee412","relate_stocks":{"BK4526":"热门中概股","KWEB":"中国海外互联网ETF-KraneShares","CQQQ":"中国科技指数ETF-Guggenheim"},"source_url":"https://mp.weixin.qq.com/s/JeAmTjpdCNbZNcFHuCoZMQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150398100","content_text":"4月2日，据证监会官方网站消息，证监会会同财政部、国家保密局、国家档案局对《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》(证监会公告〔2009〕29号，下称《规定》)进行了修订，并向社会公开征求意见。证监会有关部门负责人在答记者问中表示，中国证监会坚定支持企业根据自身意愿自主选择上市地。《规定》的修订旨在进一步加强境内企业境外发行上市相关保密和档案管理工作，明确上市公司信息安全责任，维护国家信息安全，减少不必要的涉密敏感信息进入工作底稿，提高跨境监管合作的效率，体现了统筹开放与安全的理念，将促进中国境内企业境外发行证券和上市活动有序开展。证监会官网消息表示，将继续支持各类符合条件的企业赴境外上市，不断深化跨境监管合作，规定修订将进一步提升境外上市企业的合规水平，促进境外上市活动健康有序发展。证监会和有关部门将根据公开征求意见情况，进一步修改完善规定，履行法定程序后尽快发布实施。原《规定》共十二条，修订后的《规定》共十三条，删减两条，新增三条。来看修订要点！要点1：保持与上位法衔接本次修订完善了法律依据。具体来看：与《国务院关于境内企业境外发行证券和上市管理的规定(草案征求意见稿)》（下称《国务院管理规定》）相衔接；增加《中华人民共和国会计法》《中华人民共和国注册会计师法》等法律，以及《国务院管理规定》作为上位法。上述证监会有关部门负责人表示，《规定》出台于2009年，在当时情况下对规范境外上市相关保密和档案管理工作发挥了积极作用。十多年来，相关的法规和制度环境明显变化，市场和监管实践不断深化，前述规定日益不适应新的形势。负责人指出，本次修订将为境外上市涉及的相关保密和档案管理工作，提供更加清晰的指引，便利有关市场主体依法依规高效开展境外发行上市活动；将指导企业妥善管理涉密和敏感信息，履行好维护国家信息安全的主体责任；也将有助于相关监管部门与境外监管机构，安全高效开展包括联合检查在内的跨境监管合作活动，共同维护全球投资者权益。要点2：适用范围扩大至境外间接上市企业修订后的《规定》，删除了此前《规定》中关于境外上市公司的定义和境外中资控股上市公司的境内股权持有单位参照执行的规定，并与《国务院管理规定》保持一致，明确适用于企业境外直接和间接上市。具体来看，《规定》将“境内企业”定义为，包括在境外直接发行上市的境内股份有限公司和境外间接发行上市主体的境内运营实体。要点3：明确企业保密责任为使企业切实担负信息安全的主体责任，修订后的《规定》要求，境内企业境外发行上市过程中向证券公司、会计师事务所等证券服务机构以及境外监管机构提供、披露，或者通过其境外上市主体等提供、披露文件资料时，须遵守保密相关法律法规。《规定》还要求境内企业向有关证券公司、证券服务机构提供文件、资料时，就提供的涉密敏感信息具体情况提供书面说明。证券公司、证券服务机构应当妥善保存上述书面说明以备查。相关负责人表示，依法依规做好涉密敏感信息的管理，落实信息安全主体责任，是企业合规经营的重要内容。从实践情况看，企业向有关证券公司、证券服务机构提供包含涉密或敏感信息的文件、资料应属极少数情况。“如因审计工作需要确有必要提供的，《规定》重申企业须按照相关法律法规履行必要的审批或备案程序，并要求企业保留履行程序和提供信息的相关记录并向中介机构提供书面说明，不会给企业带来过高的合规成本。《规定》的落实，将提升企业维护信息安全和防范法律风险的能力，促进企业依法合规开展境外发行上市活动。”上述负责人说。要点4：明确会计档案管理要求《规定》明确了会计档案管理要求。具体来看，境内企业向有关证券公司、证券服务机构、境外监管机构等单位和个人提供对国家和社会具有重要保存价值的会计档案或会计档案复制件的，应当按照国家有关规定履行相应程序。要点5：修改现场检查规定 为跨境监管合作提供制度保障结合跨境审计监管合作的国际惯例，此次修订删除了原规定中“现场检查应以我国监管机构为主进行，或者依赖我国监管机构的检查结果”的表述。结合证券法规定，《规定》明确，境外证券监督管理机构及有关主管部门提出就境内企业境外发行证券和上市相关活动，对境内企业以及为该等企业提供相关证券服务的证券公司、证券服务机构进行调查取证或开展检查的，应当通过跨境监管合作机制进行，证监会或有关主管部门依据双多边合作机制，提供必要协助，为安全高效开展包括联合检查在内的跨境监管合作提供制度保障。证监会有关部门负责人表示，这体现了中国监管部门对跨境审计监管合作一贯的开放态度，也符合相关国际惯行做法，将为安全、高效开展包括联合检查在内的跨境监管合作提供制度保障。《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定（征求意见稿）》修订说明为进一步加强境内企业境外发行上市相关的保密和档案管理工作，明确上市公司信息安全责任，维护国家信息安全，深化跨境监管合作，证监会会同财政部、国家保密局、国家档案局对《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》（证监会公告〔2009〕29 号，以下简称《规定》）进行了修订。现就有关情况说明如下：一、修订背景《规定》发布于2009 年，是一部规范境内企业境外发行上市有关保密和档案管理事宜的规范性文件，对境内企业向证券公司、会计师事务所等证券服务机构以及境外监管机构提供涉密或敏感信息应当履行的程序作出了规定。《规定》的适用范围为“发行境外上市外资股的境内公司”，并规定境外中资控股上市公司的境内股权持有单位参照执行。十多年来，《规定》在规范境内企业境外发行上市过程中的信息安全管理、特别是对外提供审计工作底稿的程序管理方面发挥了一定的积极作用。随着形势变化，《规定》日益面临一些不适应的情况：一是覆盖面不全。近年来不少境内企业以间接方式赴香港、美国等境外市场上市，而《规定》并不适用于此类公司，存在一定的规范盲区。二是不适应上位法的变化。《国务院关于境内企业境外发行证券和上市的管理规定（草案征求意见稿）》（以下简称《国务院管理规定》）拟对境内企业直接和间接境外上市活动统一实施备案管理。《规定》须相应作出调整。三是不适应跨境监管合作的要求。近年来国际资本市场跨境监管合作的实践不断深化，有必要对相关制度安排予以完善，为下一步安全高效开展合作提供制度保障。二、修订主要内容原《规定》共十二条，修订后共十三条，删减两条，新增三条，主要修订内容如下：（一）保持与上位法的衔接。将《国务院管理规定》加入《规定》第一条，作为其上位法规之一，并将原《规定》标题和正文中出现的“在境外发行证券与上市”的表述，参考《国务院管理规定》的表述，统一修改为“境内企业境外发行证券和上市”。增加《会计法》《注册会计师法》等法律以及《国务院管理规定》为上位依据（第一条）。（二）将适用范围扩大至境外间接上市企业。删除此前《规定》中关于境外上市公司的定义和境外中资控股上市公司的境内股权持有单位参照执行的规定，与《国务院管理规定》保持一致，将“境内企业”定义为包括在境外直接发行上市的境内股份有限公司和境外间接发行上市主体的境内运营实体（第二条）。（三）增加程序性要求，明确企业保密责任。为使企业切实担负信息安全的主体责任，修订后的《规定》将要求境内企业境外发行上市过程中向证券公司、会计师事务所等证券服务机构以及境外监管机构提供、披露，或者通过其境外上市主体等提供、披露文件资料时，遵守保密相关法律法规。要求境内企业向有关证券公司、证券服务机构提供文件、资料时，就提供的涉密敏感信息具体情况提供书面说明。证券公司、证券服务机构应当妥善保存上述书面说明以备查（第三、四、五条）。（四）明确会计档案管理要求。明确境内企业向有关证券公司、证券服务机构、境外监管机构等单位和个人提供对国家和社会具有重要保存价值的会计档案或会计档案复制件的，应当按照国家有关规定履行相应程序（第八条）。（五）修改有关境外检查的规定。结合跨境审计监管合作的国际惯例，删除《规定》中关于“现场检查应以我国监管机构为主进行，或者依赖我国监管机构的检查结果”的表述。结合《证券法》第一百七十七条的规定，明确境外证券监督管理机构及有关主管部门提出就境内企业境外发行证券和上市相关活动对境内企业以及为该等企业提供相关证券服务的证券公司、证券服务机构进行调查取证或开展检查的，应当通过跨境监管合作机制进行，证监会或有关主管部门依据双多边合作机制提供必要的协助，为安全高效开展包括联合检查在内的跨境监管合作提供制度保障（第十一条）。关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定（征求意见稿）一、为保障国家经济安全，保护社会公共利益，规范境内企业境外发行证券和上市相关保密和档案管理工作，支持企业依法合规开展境外发行证券和上市活动，根据《中华人民共和国证券法》《中华人民共和国保守国家秘密法》《中华人民共和国档案法》《中华人民共和国会计法》《中华人民共和国注册会计师法》《中华人民共和国国家安全法》和《国务院关于境内企业境外发行证券和上市的管理规定》等法律法规的有关规定，制定本规定。二、境内企业境外发行证券和上市活动中，境内企业以及提供相关证券服务的证券公司、证券服务机构应当严格遵守中华人民共和国相关法律法规以及本规定的要求，增强保守国家秘密和加强档案管理的法律意识，建立健全保密和档案工作制度，采取必要措施落实保密和档案管理责任，不得泄露国家秘密，不得损害国家和公共利益。前款所称境内企业包括境外直接发行上市的境内股份有限公司和境外间接发行上市主体的境内运营实体；所称证券公司、证券服务机构包括境内外证券公司、证券服务机构以及其在境内的成员机构、代表机构、联营机构、合作机构等关联机构。三、境内企业向有关证券公司、证券服务机构、境外监管机构等单位和个人提供、公开披露，或者通过其境外上市主体等提供、公开披露涉及国家秘密、机关单位工作秘密的文件、资料的，应当依法报有审批权限的主管部门批准，并报同级保密行政管理部门备案。是否属于国家秘密不明确或者有争议的，应当报有关保密行政管理部门确定；是否属于机关单位工作秘密不明确或者有争议的，应当报有关业务主管部门确定。四、境内企业向有关证券公司、证券服务机构、境外监管机构等单位和个人提供、公开披露，或者通过其境外上市主体等提供、公开披露其他泄露后会对国家安全或者公共利益造成不利影响的文件、资料的，应当按照国家有关规定，严格履行相应程序。五、境内企业向有关证券公司、证券服务机构提供文件、资料时，应按照国家相关保密规定处理相关文件、资料，并就执行本规定第三条、第四条的情况提供书面说明。证券公司、证券服务机构应当妥善保存上述书面说明以备查。境外会计师事务所从事境内企业境外发行证券和上市相关审计业务的，应当按照国家有关规定履行相应程序。境内企业不得向未履行相应程序的境外会计师事务所提供会计档案。六、境内企业经履行相应程序后，向有关证券公司、证券服务机构等提供涉及国家秘密、机关单位工作秘密或者其他泄露后会对国家安全或者公共利益造成不利影响的文件、资料的，双方应当依照《中华人民共和国保守国家秘密法》等法律法规及本规定，签订保密协议，明确有关证券公司、证券服务机构等承担的保密义务和责任。证券公司、证券服务机构应当遵守我国保密及档案管理的要求，妥善保管获取的上述文件、资料。七、境内企业、有关证券公司、证券服务机构发现国家秘密已经泄露或者可能泄露的，应当立即采取补救措施并及时向有关机关、单位报告。机关、单位接到报告后，应当立即作出处理，并及时向保密行政管理部门报告。八、境内企业向有关证券公司、证券服务机构、境外监管机构等单位和个人提供对国家和社会具有重要保存价值的会计档案或会计档案复制件的，应当按照国家有关规定履行相应程序。九、为境内企业境外发行证券和上市提供相关证券服务的证券公司、证券服务机构在境内形成的工作底稿等档案应当存放在境内。未经有关主管部门批准，不得通过携带、寄运等任何方式将其转移至境外或者通过信息技术等任何手段传递给境外机构或者个人。涉及对国家和社会具有重要保存价值的档案或档案复制件需要出境的，按照国家有关规定办理审批手续。十、证监会、财政部、国家保密局和国家档案局等有关主管部门建立协作机制，在各自的职权范围内依法对境内企业境外发行证券和上市活动中涉及保密和档案管理的有关事项进行规范和监督检查。十一、境外证券监督管理机构及有关主管部门提出就境内企业境外发行证券和上市相关活动对境内企业以及为该等企业境外发行证券和上市提供证券服务的证券公司、证券服务机构进行调查取证或开展检查的，应当通过跨境监管合作机制进行，证监会或有关主管部门依据双多边合作机制提供必要的协助。境内有关企业、证券公司和证券服务机构，在配合境外证券监督管理机构或境外有关主管部门调查、检查或提供文件资料前，应当事先向证监会或有关主管部门报告。十二、境内企业境外发行证券和上市活动中，任何单位和个人违反《中华人民共和国保守国家秘密法》和《中华人民共和国档案法》等法律法规的，由有关部门依法追究法律责任；涉嫌犯罪的，移送司法机关依法追究刑事责任。十三、本规定自公布之日起施行。《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》（证监会公告〔2009〕29 号）同时废止。证监会答记者问2022年4月2日，证监会公布《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定(征求意见稿)》(以下简称《规定》)，向社会公开征求意见。针对各界关注的问题，记者采访了证监会有关部门负责人。1.问:现阶段修订《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》(证监会公告〔2009〕29号)的主要考虑是什么?答:上述规定出台于2009年，在当时情况下对规范境外上市相关保密和档案管理工作发挥了积极作用。十多年来，相关的法规和制度环境明显变化，市场和监管实践不断深化，前述规定日益不适应新的形势。本次修订，将为境外上市涉及的相关保密和档案管理工作提供更加清晰的指引，便利有关市场主体依法依规高效开展境外发行上市活动;将指导企业妥善管理涉密和敏感信息，履行好维护国家信息安全的主体责任;也将有助于相关监管部门与境外监管机构安全高效开展包括联合检查在内的跨境监管合作活动，共同维护全球投资者权益。2.问:《规定》的发布对促进境外上市活动有何积极意义?答:中国证监会坚定支持企业根据自身意愿自主选择上市地。《规定》的修订旨在进一步加强境内企业境外发行上市相关保密和档案管理工作，明确上市公司信息安全责任，维护国家信息安全，减少不必要的涉密敏感信息进入工作底稿，提高跨境监管合作的效率，体现了统筹开放与安全的理念，将促进中国境内企业境外发行证券和上市活动有序开展。3.问:《规定》对跨境监管合作，特别是审计监管合作有何积极作用?答:《规定》根据《证券法》第一百七十七条的规定，明确境外监管机构在中国境内进行调查取证或开展检查的应当通过跨境监管合作机制进行，证监会和有关主管部门依据双多边合作机制提供必要的协助。同时，结合跨境审计监管合作的国际惯例，删除了原《规定》关于“现场检查应以我国监管机构为主进行，或者依赖我国监管机构的检查结果”的表述。这体现了中国监管部门对跨境审计监管合作一贯的开放态度，也符合相关国际惯行做法，将为安全、高效开展包括联合检查在内的跨境监管合作提供制度保障。4.问:《规定》要求企业向有关证券公司、证券服务机构提供关于执行《规定》第三条、第四条情况的书面说明，是否将提高企业的合规成本?答:依法依规做好涉密敏感信息的管理，落实信息安全主体责任，是企业合规经营的重要内容。从实践情况看，企业向有关证券公司、证券服务机构提供包含涉密或敏感信息的文件、资料应属极少数情况。如因审计工作需要确有必要提供的，《规定》重申企业须按照相关法律法规履行必要的审批或备案程序，并要求企业保留履行程序和提供信息的相关记录并向中介机构提供书面说明，不会给企业带来过高的合规成本。《规定》的落实，将提升企业维护信息安全和防范法律风险的能力，促进企业依法合规开展境外发行上市活动。","news_type":1,"symbols_score_info":{"KWEB":0.9,"CQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961309612,"gmtCreate":1668827370636,"gmtModify":1676538119199,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585215181911888","idStr":"3585215181911888"},"themes":[],"htmlText":"<a 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data-views=\"0\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986884232","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027690129,"gmtCreate":1654032753561,"gmtModify":1676535379517,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585215181911888","idStr":"3585215181911888"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027690129","repostId":"1157968743","repostType":4,"repost":{"id":"1157968743","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":1654012767,"share":"https://ttm.financial/m/news/1157968743?lang=en_US&edition=fundamental","pubTime":"2022-05-31 23:59","market":"other","language":"zh","title":"U.S. stocks rebounded! The Nasdaq rose, after falling more than 1.5% before","url":"https://stock-news.laohu8.com/highlight/detail?id=1157968743","media":"老虎资讯综合","summary":"5月31日，美股盘中反弹，纳指翻涨，此前一度跌超1.5%；道指跌幅收窄至约0.3%，标普500指数现跌约0.2%。明星科技股普遍上涨，阿里巴巴涨4.6%、亚马逊涨3.17%、台积电涨2.4%，奈飞、谷","content":"<p><html><head></head><body>On May 31, U.S. stocks rebounded intraday, and the Nasdaq rose, having previously fallen by more than 1.5%; The Dow's decline narrowed to about 0.3%, and the S&P 500 is now down about 0.2%.</p><p><img src=\"https://static.tigerbbs.com/6e08c4fb0e3f30dbec9d35b9ae80c167\" tg-width=\"828\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/>Star technology stocks generally rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 4.6%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 3.17%,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Up 2.4%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 1%.</p><p>Popular Chinese concept stocks strengthened again, with Manbang rising 15%.<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/BZ\">BOSS Direct Recruitment</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>The increase is more than 10%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 7%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Huanju rose 6%.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks rebounded! The Nasdaq rose, after falling more than 1.5% before</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\">\nU.S. stocks rebounded! The Nasdaq rose, after falling more than 1.5% before\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-05-31 23:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 31, U.S. stocks rebounded intraday, and the Nasdaq rose, having previously fallen by more than 1.5%; The Dow's decline narrowed to about 0.3%, and the S&P 500 is now down about 0.2%.</p><p><img src=\"https://static.tigerbbs.com/6e08c4fb0e3f30dbec9d35b9ae80c167\" tg-width=\"828\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/>Star technology stocks generally rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 4.6%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 3.17%,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Up 2.4%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 1%.</p><p>Popular Chinese concept stocks strengthened again, with Manbang rising 15%.<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/BZ\">BOSS Direct Recruitment</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>The increase is more than 10%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 7%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Huanju rose 6%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4550":"红杉资本持仓","03086":"华夏纳指","BK4581":"高盛持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","BK4561":"索罗斯持仓",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157968743","content_text":"5月31日，美股盘中反弹，纳指翻涨，此前一度跌超1.5%；道指跌幅收窄至约0.3%，标普500指数现跌约0.2%。明星科技股普遍上涨，阿里巴巴涨4.6%、亚马逊涨3.17%、台积电涨2.4%，奈飞、谷歌、特斯拉涨超1%。热门中概股再度走强，满帮涨15%，新东方、BOSS直聘、哔哩哔哩、贝壳涨幅在10%以上，拼多多涨7%，京东、欢聚涨6%。","news_type":1,"symbols_score_info":{"MNQmain":0.9,"SQQQ":0.9,"03086":0.9,".IXIC":0.9,"QLD":0.9,"NQmain":0.9,".DJI":0.9,"PSQ":0.9,"QID":0.9,"QQQ":0.9,"TQQQ":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022823409,"gmtCreate":1653519733101,"gmtModify":1676535294764,"author":{"id":"3585215181911888","authorId":"3585215181911888","name":"新手520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585215181911888","idStr":"3585215181911888"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022823409","repostId":"2238753157","repostType":4,"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}