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EliTan

EliTan

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2024-10-04

card 1 & card 8 card 5 & card 7

2022-04-13

$Alibaba(BABA)$As long aa there are people wondering if the chinese stock are bottomed, then i will stay away from it.

2022-01-05

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SEA plummeted more than 10%! Tencent officially announces shareholding reduction

2022-01-04

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The whole story and impact of Indonesia's ban on coal exports

2022-01-02

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Sorry, the original content has been removed

2022-01-02

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Li Auto's total delivery volume in 2021 is 90,491 vehicles, a year-on-year increase of 177%

2021-09-23

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Yiyi Education Technology's net income in the second quarter was 671 million yuan, a year-on-year loss reduction of 73%.

2021-09-22

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Chinese concept education stocks rose collectively, with Gaotu rising more than 18%

2021-09-20

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Didi Chuxing: Rumors about Didi's management changes are false information

2021-09-19

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Media says Apple will launch its first folding phone in 2023, supporting stylus

2021-09-18

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Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd

2021-09-17

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Pre-Market: Be alert! How will the market react when the "Four Witches Day" strikes?

2021-09-16

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Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd

2021-09-15

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Google severely fined by South Korea for allegedly abusing its dominant market position

2021-09-14

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U.S. CPI in August was 5.3% year-on-year, in line with market expectations

2021-09-13

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Where should Netease, which has a "troika", go?

2021-09-10

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No. 1 in the industry, bottom in revenue, what does ZTO boss do?

2021-09-09

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August new energy vehicle monthly exam report card: electric up, fuel down

2021-09-08

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Warning sounds sounded one after another! Morgan Stanley, Citigroup, and Credit Suisse are bearish on the outlook of U.S. stocks

2021-09-06

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How long can OPEC + increase production before the storm in 2022

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1 &amp; card 8 card 5 &amp; card 7","listText":"card 1 &amp; card 8 card 5 &amp; card 7","text":"card 1 & card 8 card 5 & card 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356347855929536","isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017531299,"gmtCreate":1649791687705,"gmtModify":1676534575469,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>As long aa there are people wondering if the chinese stock are bottomed, then i will stay away from it.","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>As long aa there are people wondering if the chinese stock are bottomed, then i will stay away from it.","text":"$Alibaba(BABA)$As long aa there are people wondering if the chinese stock are bottomed, then i will stay away from it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017531299","isVote":1,"tweetType":1,"viewCount":2091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001734745,"gmtCreate":1641316105608,"gmtModify":1676533597130,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001734745","repostId":"1180419322","repostType":4,"repost":{"id":"1180419322","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":1641310348,"share":"https://ttm.financial/m/news/1180419322?lang=en_US&edition=fundamental","pubTime":"2022-01-04 23:32","market":"other","language":"zh","title":"SEA plummeted more than 10%! Tencent officially announces shareholding reduction","url":"https://stock-news.laohu8.com/highlight/detail?id=1180419322","media":"老虎资讯综合","summary":"1月4日，$SEA$低开低走一度大跌10%至200.88美元；腾讯寻求出售1450万股SEA股票，对SEA的持股比例从21.3%降至18.7%。公告还显示，腾讯于Sea所持有的投票权预计将减少至10%以下。另外，腾讯将受限于禁售期，在未来六个月内不可进一步出售Sea的股份。根据Sea的年报，截至去年3月，腾讯在Sea拥有23.3%的投票权。腾讯在周二的公告中称，Sea全球业务近年显著增长及扩张，这次股份减持可释放腾讯于Sea投资的部分价值。","content":"<p><html><head></head><body>January 4th,<a href=\"https://laohu8.com/S/SE\">SEA</a>Open low fell 10% to $200.88 at one point; Tencent sought to sell 14.5 million shares of SEA, reducing its stake in SEA from 21.3% to 18.7%.</p><p><img src=\"https://static.tigerbbs.com/2daca1fe6bb9c02b2b0884e31cf1ca35\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>On Tuesday (January 4), it was announced that a transaction was underway to reduce its holdings of 14,492,751 Class A shares of Sea Limited, the \"Southeast Asian small Tencent\", reducing Tencent's stake in Sea from 21.3% to 18.7%.</p><p>The announcement also shows that Tencent's voting rights in Sea are expected to be reduced to less than 10%. In addition, Tencent will be subject to a lock-up period and will not be able to further sell Sea shares in the next six months.</p><p><img src=\"https://static.tigerbbs.com/173816fa322fb1c475d1373a9a1b92cd\" tg-width=\"875\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>(Source: Tencent official website)</p><p>New York-listed Sea Limited also said in a statement on Tuesday that it will propose changes to its share structure at its annual general meeting in February, when Tencent's voting rights will be reduced to \"less than 10%.\" According to Sea's annual report, as of March last year, Tencent owned 23.3% of the voting rights in Sea.</p><p>Sea's shares are divided into Class A and Class B shares, with three votes per Class B shares. Currently, Class B shares are owned by Forrest Li, founder and CEO of Tencent and Sea, and together account for 52% of total voting rights.</p><p>According to Sea's statement, Tencent will convert all Class B shares it owns into Class A shares, making Li Xiaodong the sole holder of Class B shares. At the same time, Sea plans to increase the voting rights of Class B shares from the current 3 to 15 votes per share. After that, Li Xiaodong will hold nearly 60% control of his company, which will enable him to make decisions and implement them more quickly. As of March 2021, Li Xiaodong owns approximately 38% of the company's voting rights.</p><p>In 2010, only one year after its establishment, Sea received its first investment from Tencent. Tencent said in an announcement on Tuesday that Sea's global business has grown and expanded significantly in recent years, and this share reduction can release part of the value of Tencent's investment in Sea.</p><p>In fact, Tencent's control has gradually diminished over the years. According to Sea's past annual report, Tencent owned 29.1% of the voting rights in 2019, but it was reduced to 25.1% in 2020 and 23.3% in 2021, mainly due to dilution of new shares issued.</p><p>Tencent also stated in the announcement that this transaction also provides Tencent with resources to support other investment and social responsibility projects. At the same time, Tencent still holds the vast majority of its equity in Sea, which can continue to benefit from the company's future growth, and will continue to maintain the existing business partnership with Sea.</p><p>Currently, Sea is taking advantage of the opportunity of global digital transformation to actively expand its e-commerce business Shopee beyond South Asia. In the past few months, Sea has launched its e-commerce platform in France, Spain, Poland and India, after it has also entered several Latin American markets.</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>SEA plummeted more than 10%! Tencent officially announces shareholding reduction</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\">\nSEA plummeted more than 10%! Tencent officially announces shareholding reduction\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\">2022-01-04 23:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>January 4th,<a href=\"https://laohu8.com/S/SE\">SEA</a>Open low fell 10% to $200.88 at one point; Tencent sought to sell 14.5 million shares of SEA, reducing its stake in SEA from 21.3% to 18.7%.</p><p><img src=\"https://static.tigerbbs.com/2daca1fe6bb9c02b2b0884e31cf1ca35\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>On Tuesday (January 4), it was announced that a transaction was underway to reduce its holdings of 14,492,751 Class A shares of Sea Limited, the \"Southeast Asian small Tencent\", reducing Tencent's stake in Sea from 21.3% to 18.7%.</p><p>The announcement also shows that Tencent's voting rights in Sea are expected to be reduced to less than 10%. In addition, Tencent will be subject to a lock-up period and will not be able to further sell Sea shares in the next six months.</p><p><img src=\"https://static.tigerbbs.com/173816fa322fb1c475d1373a9a1b92cd\" tg-width=\"875\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>(Source: Tencent official website)</p><p>New York-listed Sea Limited also said in a statement on Tuesday that it will propose changes to its share structure at its annual general meeting in February, when Tencent's voting rights will be reduced to \"less than 10%.\" According to Sea's annual report, as of March last year, Tencent owned 23.3% of the voting rights in Sea.</p><p>Sea's shares are divided into Class A and Class B shares, with three votes per Class B shares. Currently, Class B shares are owned by Forrest Li, founder and CEO of Tencent and Sea, and together account for 52% of total voting rights.</p><p>According to Sea's statement, Tencent will convert all Class B shares it owns into Class A shares, making Li Xiaodong the sole holder of Class B shares. At the same time, Sea plans to increase the voting rights of Class B shares from the current 3 to 15 votes per share. After that, Li Xiaodong will hold nearly 60% control of his company, which will enable him to make decisions and implement them more quickly. As of March 2021, Li Xiaodong owns approximately 38% of the company's voting rights.</p><p>In 2010, only one year after its establishment, Sea received its first investment from Tencent. Tencent said in an announcement on Tuesday that Sea's global business has grown and expanded significantly in recent years, and this share reduction can release part of the value of Tencent's investment in Sea.</p><p>In fact, Tencent's control has gradually diminished over the years. According to Sea's past annual report, Tencent owned 29.1% of the voting rights in 2019, but it was reduced to 25.1% in 2020 and 23.3% in 2021, mainly due to dilution of new shares issued.</p><p>Tencent also stated in the announcement that this transaction also provides Tencent with resources to support other investment and social responsibility projects. At the same time, Tencent still holds the vast majority of its equity in Sea, which can continue to benefit from the company's future growth, and will continue to maintain the existing business partnership with Sea.</p><p>Currently, Sea is taking advantage of the opportunity of global digital transformation to actively expand its e-commerce business Shopee beyond South Asia. In the past few months, Sea has launched its e-commerce platform in France, Spain, Poland and India, after it has also entered several Latin American markets.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK1531":"手游股","BK4077":"互动媒体与服务","SE":"Sea Ltd","BK1589":"北水核心资产","TCEHY":"腾讯控股ADR","BK1521":"挪威政府全球养老基金持仓","BK1526":"科网股","BK1586":"云计算","BK1517":"云办公","BK1095":"互动媒体与服务","BK1502":"双十一","00700":"腾讯控股","BK1591":"就地过年概念","BK1608":"元宇宙概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180419322","content_text":"1月4日，SEA低开低走一度大跌10%至200.88美元；腾讯寻求出售1450万股SEA股票，对SEA的持股比例从21.3%降至18.7%。腾讯控股周二（1月4日）公布正进行一项交易，以减持“东南亚小腾讯”Sea Limited的14,492,751股A类股份，使腾讯于Sea的股权从21.3%减少至18.7%。公告还显示，腾讯于Sea所持有的投票权预计将减少至10%以下。另外，腾讯将受限于禁售期，在未来六个月内不可进一步出售Sea的股份。（图源：腾讯官网）在纽约上市的Sea Limited也在周二声明中表示，公司将在2月举行的年度股东大会上提议改变股份结构，届时腾讯的投票权将减少到“10%以下”。根据Sea的年报，截至去年3月，腾讯在Sea拥有23.3%的投票权。Sea的股票分为A类股和B类股，B类股每股有三票。目前，B类股由腾讯和Sea的创始人兼首席执行官李小冬（Forrest Li）拥有，合计占总投票权的52%。根据Sea的声明，腾讯将把其拥有的所有B类股转换为A类股，使李小冬成为B类股的唯一持有者。同时，Sea计划将B类股的投票权从目前的每股3票增加到15票。此后，李小冬将持有其公司近60%的控制权，这使得他能更迅速地做出决定并执行。截至2021年3月，李小冬拥有公司约38%的投票权。2010年，Sea成立仅一年的时候，就收到了腾讯的第一笔投资。腾讯在周二的公告中称，Sea全球业务近年显著增长及扩张，这次股份减持可释放腾讯于Sea投资的部分价值。事实上，多年来腾讯的控制权已经逐渐减少。根据Sea过去的年度报告，2019年腾讯拥有29.1%的投票权，但2020年降低到25.1%，2021年为23.3%，主要是由于被发行的新股稀释。腾讯在公告中还表示，这次交易亦为腾讯提供资源以支持其他投资及社会责任项目，同时腾讯仍然持有其于Sea的绝大部分股权，可继续受益于该公司的未来增长，并将持续保持与Sea的现有业务合作关系。目前，Sea正在利用全球数字化转变的机会，积极地将其电子商务业务虾皮购物（Shopee）扩展到共南亚以外的地区。在过去几个月里，Sea在法国、西班牙、波兰和印度推出了其电子商务平台，此前它还进入了几个拉丁美洲的市场。","news_type":1,"symbols_score_info":{"00700":0.9,"TCEHY":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001698470,"gmtCreate":1641228464100,"gmtModify":1676533585648,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001698470","repostId":"1139273281","repostType":4,"repost":{"id":"1139273281","kind":"news","pubTimestamp":1641223686,"share":"https://ttm.financial/m/news/1139273281?lang=en_US&edition=fundamental","pubTime":"2022-01-03 23:28","market":"us","language":"zh","title":"The whole story and impact of Indonesia's ban on coal exports","url":"https://stock-news.laohu8.com/highlight/detail?id=1139273281","media":"扑克投资家","summary":"2021年12月31日，印尼能矿部在一封信件中表示，为缓解当前煤炭供应紧缺问题，优先国内电力需求，自2022年1月1日至1月31日，印尼禁止煤炭出口，包括正在装的以及未装完的煤船，都应供给国家电厂。印","content":"<p><html><head></head><body>On December 31, 2021, the Indonesian Ministry of Energy and Mines stated in a letter that in order to alleviate the current coal supply shortage and prioritize domestic power demand, Indonesia will ban coal exports from January 1 to January 31, 2022, including Coal ships that are loaded and not loaded should be supplied to national power plants.</p><p><img src=\"https://static.tigerbbs.com/0cadc6622240598f2fddce77ebd588ab\" tg-width=\"730\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p><b>Indonesian National Power Company (PLN) coal-fired power station</b></p><p><b>Why does Indonesia ban coal exports?</b></p><p>Indonesia's Ministry of Energy and Mineral Resources has temporarily banned coal exports from January 1 to 31, 2022, with the aim of ensuring the availability of coal stocks for domestic power plants.</p><p>The export ban targets holders of mining operations licenses (IUPs) and coal mining company work contracts (PKP2B). The export ban comes after coal miners failed to meet so-called domestic market obligations.</p><p>Ridwan Jamaludin, director of the Ministry of Mines and Coal, said in a statement that the drop in coal supply could affect more than 10 million customers (both industry and general users) of the state power utility PT PLN (Perusahaan Listrik Negara, or PLN).</p><p>If the export ban is not enforced, it could lead to power outages at 20 coal-fired power stations with a capacity of 10.850 MW, he said.</p><p><img src=\"https://static.tigerbbs.com/aa692d8acd8878cdb6b44860d351a350\" tg-width=\"480\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>From historical coal sales data, it can be seen that export volume has always been greater than domestic sales</b></p><p>\"This could disrupt the stability of the national economy. When the supply of coal for power plants is sufficient or returns to normal, we can export it,\" Jamaluddin informed. \"We will evaluate it after January 5, 2022,\" he said.</p><p>Indonesia's National Power Company (PLN) coal supply has been below the obligatory coal sales percentage of monthly domestic demand (DMO).</p><p><img src=\"https://static.tigerbbs.com/1cf88e98eda96867b4e35d148e5abc1c\" tg-width=\"535\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p><b>Indonesia's coal domestic sales target achievement rate has been very low</b></p><p>By January 1, 2022, only 35,000 tonnes, or less than 1%, of the 5.1 million tonnes target set by the government had been delivered. The monthly domestic demand (DMO) cannot be met, thus causing Indonesia's National Power Company (PLN) to experience a coal supply shortage at the end of 2021. This is undoubtedly the trigger for this ban on coal exports! The supply safety margin of Indonesia's National Power Company (PLN) is greater than 20 days.</p><p><img src=\"https://static.tigerbbs.com/4247528af2f76b16bbc0f25b6b1d0022\" tg-width=\"469\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p><b>Indonesia's largest consumer of coal is still power stations</b></p><p>According to the Minister of Energy and Mineral Resources Decision No. 139. K/HK.02/MEM.B/2021 issued by the Indonesian government, this decree stipulates the domestic demand (Domestic Market Obligation/DMO) coal sales percentage of 25% of each producer's planned annual coal production approved by the government.</p><p>The ordinance also provides that in emergency situations, if domestic coal demand is not met, the Director General of Mines and Coal, on behalf of the Minister of Energy and Mineral Resources, may appoint an IUP or IUPK or PKP2B holder or a coal transport and sale licence to meet domestic coal demand.</p><p><img src=\"https://static.tigerbbs.com/4876dfa477d8ad9e71bc2c61fcf7c9d1\" tg-width=\"1080\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p><b>The English version of the bill is locked for download</b></p><p><b>Impact of Indonesia's ban on coal exports</b></p><p>Indonesia is one of the largest coal producers and exporters in the world. The country is a major exporter of thermal coal since surpassing Australia in 2005. A significant portion of its exported thermal coal includes medium-quality types (5100-6100 cal/g) and low-quality types (below 5100 cal/g), with significant demand coming from China and India.</p><p><img src=\"https://static.tigerbbs.com/eccda7b8262fc247c793e5bc4e8f14e6\" tg-width=\"670\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p><b>Proportion of Indonesia's coal exports by country in the first half of 2021</b></p><p>Indonesia's coal production in 2021 is expected to be 609 million tons, higher than last year's production target of 550 million tons; With exports of 435 million tons (the output in 2020 was 564 million tons, and the export was 405 million tons), making it the world's largest coal exporter. According to Bancosta statistics, the global shipping volume of coal (coking coal and thermal coal) in 2020 was 1.13 billion tons.</p><p>Due to Indonesia's abundant reserves of medium and low-quality coal, these types of coal are competitively priced in the international market (partly due to low labor wages in Indonesia). Recently, due to the weather in Indonesia, coal shipments have been restricted. In addition, after China's coal production has increased, thermal coal prices continued to decline in December. Dominated by the market's bearish sentiment, Indonesia's Q3800 FOB price was reported at US $66/ton.</p><p><img src=\"https://static.tigerbbs.com/b4e8079f2c01e9e59dbdd41953cdd5c7\" tg-width=\"1080\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Indonesia's coal resource distribution map</b></p><p>The main export destination countries of Indonesian coal are China, India, Japan and South Korea. At its peak, coal accounted for about 85% of the total revenue of the country's mining industry. Indonesia has a strategic geographical location facing China and India, two huge emerging markets. Demand for inferior coal in both countries has skyrocketed as many new coal-fired power plants have been built to power their huge populations.</p><p><img src=\"https://static.tigerbbs.com/c1cc268a2eb92f22589a503691c4ba62\" tg-width=\"534\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Indonesia is not only the world's largest exporter of thermal coal, but also a major importer of China's thermal coal. Distribution of my country's thermal coal importing countries from January to November 2021: Indonesia 75%, Russia 15%, Philippines 3%, South Africa 3%, Australia 2%, Colombia 1%, and Mongolia 1%.</p><p>Due to the obstruction of Australian coal, my country has increased its efforts to import Indonesian thermal coal. In the first 11 months, a total of 175.96 million tons of thermal coal (including anthracite, lignite, other bituminous coal and other coal) were imported from Indonesia, accounting for 72% of the country's total imports (245.232 million tons). Compared with the same period last year, it increased by 54%.</p><p><img src=\"https://static.tigerbbs.com/16fca7da2d5e6da34aa832f8dcb4dcc1\" tg-width=\"762\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>From the current point of view, Indonesia has only banned coal exports for one month, which has little impact on us overall. At present, the overall downstream inventory of the domestic thermal coal market is relatively sufficient, the terminal procurement demand is weak, and the price is running weakly.</p><p>On the contrary, Indonesia's National Power Company (PLN) 's demand for coal is on the rise.</p><p><img src=\"https://static.tigerbbs.com/b59b540ff4e2e68469b878d6c4af8abb\" tg-width=\"652\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p><b>PLN's consumption of thermal coal is predicted to become stronger</b></p><p>Indonesia has pledged to stop building new coal-fired power plants from 2023 and become carbon neutral by 2060. It is expected that in recent years, Indonesia will still face strong external demand for coal resources, so the domestic market will not be able to meet the demand.</p><p></body></html></p>","source":"lsy1592202328226","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The whole story and impact of Indonesia's ban on coal exports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe whole story and impact of Indonesia's ban on coal exports\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">扑克投资家</strong><span class=\"h-time small\">2022-01-03 23:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On December 31, 2021, the Indonesian Ministry of Energy and Mines stated in a letter that in order to alleviate the current coal supply shortage and prioritize domestic power demand, Indonesia will ban coal exports from January 1 to January 31, 2022, including Coal ships that are loaded and not loaded should be supplied to national power plants.</p><p><img src=\"https://static.tigerbbs.com/0cadc6622240598f2fddce77ebd588ab\" tg-width=\"730\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p><b>Indonesian National Power Company (PLN) coal-fired power station</b></p><p><b>Why does Indonesia ban coal exports?</b></p><p>Indonesia's Ministry of Energy and Mineral Resources has temporarily banned coal exports from January 1 to 31, 2022, with the aim of ensuring the availability of coal stocks for domestic power plants.</p><p>The export ban targets holders of mining operations licenses (IUPs) and coal mining company work contracts (PKP2B). The export ban comes after coal miners failed to meet so-called domestic market obligations.</p><p>Ridwan Jamaludin, director of the Ministry of Mines and Coal, said in a statement that the drop in coal supply could affect more than 10 million customers (both industry and general users) of the state power utility PT PLN (Perusahaan Listrik Negara, or PLN).</p><p>If the export ban is not enforced, it could lead to power outages at 20 coal-fired power stations with a capacity of 10.850 MW, he said.</p><p><img src=\"https://static.tigerbbs.com/aa692d8acd8878cdb6b44860d351a350\" tg-width=\"480\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>From historical coal sales data, it can be seen that export volume has always been greater than domestic sales</b></p><p>\"This could disrupt the stability of the national economy. When the supply of coal for power plants is sufficient or returns to normal, we can export it,\" Jamaluddin informed. \"We will evaluate it after January 5, 2022,\" he said.</p><p>Indonesia's National Power Company (PLN) coal supply has been below the obligatory coal sales percentage of monthly domestic demand (DMO).</p><p><img src=\"https://static.tigerbbs.com/1cf88e98eda96867b4e35d148e5abc1c\" tg-width=\"535\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p><b>Indonesia's coal domestic sales target achievement rate has been very low</b></p><p>By January 1, 2022, only 35,000 tonnes, or less than 1%, of the 5.1 million tonnes target set by the government had been delivered. The monthly domestic demand (DMO) cannot be met, thus causing Indonesia's National Power Company (PLN) to experience a coal supply shortage at the end of 2021. This is undoubtedly the trigger for this ban on coal exports! The supply safety margin of Indonesia's National Power Company (PLN) is greater than 20 days.</p><p><img src=\"https://static.tigerbbs.com/4247528af2f76b16bbc0f25b6b1d0022\" tg-width=\"469\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p><b>Indonesia's largest consumer of coal is still power stations</b></p><p>According to the Minister of Energy and Mineral Resources Decision No. 139. K/HK.02/MEM.B/2021 issued by the Indonesian government, this decree stipulates the domestic demand (Domestic Market Obligation/DMO) coal sales percentage of 25% of each producer's planned annual coal production approved by the government.</p><p>The ordinance also provides that in emergency situations, if domestic coal demand is not met, the Director General of Mines and Coal, on behalf of the Minister of Energy and Mineral Resources, may appoint an IUP or IUPK or PKP2B holder or a coal transport and sale licence to meet domestic coal demand.</p><p><img src=\"https://static.tigerbbs.com/4876dfa477d8ad9e71bc2c61fcf7c9d1\" tg-width=\"1080\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p><b>The English version of the bill is locked for download</b></p><p><b>Impact of Indonesia's ban on coal exports</b></p><p>Indonesia is one of the largest coal producers and exporters in the world. The country is a major exporter of thermal coal since surpassing Australia in 2005. A significant portion of its exported thermal coal includes medium-quality types (5100-6100 cal/g) and low-quality types (below 5100 cal/g), with significant demand coming from China and India.</p><p><img src=\"https://static.tigerbbs.com/eccda7b8262fc247c793e5bc4e8f14e6\" tg-width=\"670\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p><b>Proportion of Indonesia's coal exports by country in the first half of 2021</b></p><p>Indonesia's coal production in 2021 is expected to be 609 million tons, higher than last year's production target of 550 million tons; With exports of 435 million tons (the output in 2020 was 564 million tons, and the export was 405 million tons), making it the world's largest coal exporter. According to Bancosta statistics, the global shipping volume of coal (coking coal and thermal coal) in 2020 was 1.13 billion tons.</p><p>Due to Indonesia's abundant reserves of medium and low-quality coal, these types of coal are competitively priced in the international market (partly due to low labor wages in Indonesia). Recently, due to the weather in Indonesia, coal shipments have been restricted. In addition, after China's coal production has increased, thermal coal prices continued to decline in December. Dominated by the market's bearish sentiment, Indonesia's Q3800 FOB price was reported at US $66/ton.</p><p><img src=\"https://static.tigerbbs.com/b4e8079f2c01e9e59dbdd41953cdd5c7\" tg-width=\"1080\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Indonesia's coal resource distribution map</b></p><p>The main export destination countries of Indonesian coal are China, India, Japan and South Korea. At its peak, coal accounted for about 85% of the total revenue of the country's mining industry. Indonesia has a strategic geographical location facing China and India, two huge emerging markets. Demand for inferior coal in both countries has skyrocketed as many new coal-fired power plants have been built to power their huge populations.</p><p><img src=\"https://static.tigerbbs.com/c1cc268a2eb92f22589a503691c4ba62\" tg-width=\"534\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Indonesia is not only the world's largest exporter of thermal coal, but also a major importer of China's thermal coal. Distribution of my country's thermal coal importing countries from January to November 2021: Indonesia 75%, Russia 15%, Philippines 3%, South Africa 3%, Australia 2%, Colombia 1%, and Mongolia 1%.</p><p>Due to the obstruction of Australian coal, my country has increased its efforts to import Indonesian thermal coal. In the first 11 months, a total of 175.96 million tons of thermal coal (including anthracite, lignite, other bituminous coal and other coal) were imported from Indonesia, accounting for 72% of the country's total imports (245.232 million tons). Compared with the same period last year, it increased by 54%.</p><p><img src=\"https://static.tigerbbs.com/16fca7da2d5e6da34aa832f8dcb4dcc1\" tg-width=\"762\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>From the current point of view, Indonesia has only banned coal exports for one month, which has little impact on us overall. At present, the overall downstream inventory of the domestic thermal coal market is relatively sufficient, the terminal procurement demand is weak, and the price is running weakly.</p><p>On the contrary, Indonesia's National Power Company (PLN) 's demand for coal is on the rise.</p><p><img src=\"https://static.tigerbbs.com/b59b540ff4e2e68469b878d6c4af8abb\" tg-width=\"652\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p><b>PLN's consumption of thermal coal is predicted to become stronger</b></p><p>Indonesia has pledged to stop building new coal-fired power plants from 2023 and become carbon neutral by 2060. It is expected that in recent years, Indonesia will still face strong external demand for coal resources, so the domestic market will not be able to meet the demand.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/4556WgNHyDIvPZizSclRSQ\">扑克投资家</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48f01dcad4a27005c7a91daf920e1c9d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/4556WgNHyDIvPZizSclRSQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139273281","content_text":"2021年12月31日，印尼能矿部在一封信件中表示，为缓解当前煤炭供应紧缺问题，优先国内电力需求，自2022年1月1日至1月31日，印尼禁止煤炭出口，包括正在装的以及未装完的煤船，都应供给国家电厂。印尼国家电力公司（PLN）的燃煤发电站印尼缘何禁止煤炭出口？印度尼西亚能源和矿产资源部已于 2022 年 1 月 1 日至 31 日暂时禁止煤炭出口，目的是为了确保国内发电厂的煤炭库存可用。出口禁令的对象是采矿业务许可证 (IUP) 和煤矿公司工作合同 (PKP2B) 的持有者。该出口禁令是在煤矿企业未能满足所谓的国内市场义务之后实施的。矿业和煤炭部主任里德万·贾马鲁丁 (Ridwan Jamaludin) 在一份声明中表示，煤炭供应下降可能会影响国家电力公司 PT PLN (Perusahaan Listrik Negara，简称PLN) 的超过 1000 万客户（包含行业和普通用户）。他说，如果不执行出口禁令，可能会导致 20 个发电量达 10.850 兆瓦的燃煤发电站停电。从历史的煤炭销售数据及可看到出口量一直大于内销“这可能会扰乱国民经济的稳定。当发电厂的煤炭供应充足或恢复正常时，我们就可以出口，”贾马鲁丁告知。“我们将在 2022 年 1 月 5 日之后对其进行评估，”他说。印尼国家电力公司（PLN）的煤炭供应量一直低于每月国内需求（DMO）的义务煤炭销售百分比。印尼煤炭内销目标实现率一直很低到 2022 年 1 月 1 日，在政府设定的 510 万吨目标中，仅交付了 3.5 万吨，即不到 1%。每月国内需求（DMO）无法得到满足，因此导致了印尼国家电力公司（PLN）在 2021 年底出现煤炭供应短缺。这无疑是这场禁煤出口的导火索！印尼国家电力公司（PLN）的供应安全边际是大于20天。印尼本国对煤炭的消耗大户还是发电站根据印尼政府发布的第 139.K/HK.02/MEM.B/2021 号能源和矿产资源部部长决定，这项法令规定了政府批准的每个生产商计划年度煤炭产量的 25% 的国内需求（国内市场义务/DMO）煤炭销售百分比。该法令还规定，在紧急情况下，如果国内煤炭需求得不到满足，矿产和煤炭局局长代表能源和矿产资源部长可以任命 IUP 或 IUPK 或 PKP2B 持有人或煤炭运输和销售许可证，以满足国内煤炭需求。该法案的英文版被锁定，无法下载印尼禁止煤炭出口的影响印度尼西亚是世界上最大的煤炭生产国和出口国之一。自 2005 年超过澳大利亚以来，该国是动力煤的主要出口国。其出口动力煤的很大一部分包括中等质量类型（5100-6100 卡/克）和低质量类型（5100 卡/克以下），其中大量需求来自中国和印度。2021年上半年印尼煤炭出口金额分国别占比2021年印尼煤炭产量预计为6.09亿吨，高于去年的 5.5 亿吨产量目标；出口4.35亿吨（2020年产量为5.64亿吨，出口4.05亿吨），为世界第一大煤炭出口国。根据Bancosta统计，全球2020年煤炭（焦煤和动力煤）海运量为11.3亿吨。由于印尼中、低质煤储量丰富，这些类型的煤炭在国际市场上的价格具有竞争力（部分原因是印尼的劳动力工资低）。近期印尼受天气影响，煤炭装运受限，加之中国煤炭产量提升后，12月动力煤价格持续下行，市场看空情绪主导下，印尼Q3800 FOB价报至66美金/吨。印尼的煤炭资源分布图印尼煤炭的主要出口目的地国家是中国、印度、日本和韩国。在高峰时期，煤炭占国家采矿业总收入的 85% 左右。印尼面向中国和印度这两个巨大的新兴市场的战略地理位置。由于建造了许多新的燃煤发电厂来为其庞大的人口供电，这两个国家对劣质煤炭的需求猛增。印尼不仅是全球最大的动力煤出口国，也是中国动力煤的主要进口国。2021年1-11月我国动力煤进口国分布：印尼75%、俄罗斯15%、菲律宾3%、南非3%、澳大利亚2%、哥伦比亚1%、蒙古1%。由于澳大利亚煤炭受阻，我国加大了印尼动力煤进口力度，前11个月共计从印尼进口动力煤（含无烟、褐煤、其它烟煤及其它煤）1.7596亿吨，占全国进口总量（2.45232亿吨）的72%。与去年同期比，增幅54%。从目前来看，印尼禁止煤炭出口仅一个月，对我们总体影响不大。当前国内动力煤市场下游库存整体相对充足，终端采购需疲弱，价格弱势运行。反而印尼国家电力公司（PLN）对煤炭的需要呈增长趋势。据预测PLN对电煤的消耗越发强劲印尼已承诺从 2023 年起停止建设新的燃煤发电厂，并在 2060 年实现碳中和。预计近些年，印尼仍将面临煤炭资源外部需求强劲，从而国内市场无法满足需求的局面。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003454938,"gmtCreate":1641061515957,"gmtModify":1676533568512,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003454938","repostId":"1187394219","repostType":4,"isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003454005,"gmtCreate":1641061504028,"gmtModify":1676533568513,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003454005","repostId":"1151040781","repostType":4,"repost":{"id":"1151040781","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":1641026066,"share":"https://ttm.financial/m/news/1151040781?lang=en_US&edition=fundamental","pubTime":"2022-01-01 16:34","market":"hk","language":"zh","title":"Li Auto's total delivery volume in 2021 is 90,491 vehicles, a year-on-year increase of 177%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151040781","media":"老虎资讯综合","summary":"2022年1月1日，理想汽车公布2021年12月交付数据。2021年12月，理想汽车交付14,087辆理想ONE，同比2020年12月增长130.0%。2021年第四季度，理想ONE共交付35,221","content":"<p><html><head></head><body>On January 1, 2022, Li Auto announced delivery data for December 2021. In December 2021, Li Auto delivered 14,087 Ideal ONE units, an increase of 130.0% year-on-year in December 2020. In the fourth quarter of 2021, Ideal ONE delivered a total of 35,221 vehicles, an increase of 40.2% from the third quarter of 2021 and a year-on-year increase of 143.5% from the fourth quarter of 2020. From January to December 2021, Ideal ONE delivered a total of 90,491 vehicles, a year-on-year increase of 177.4% in 2020. Since delivery, the cumulative delivery volume of Ideal ONE has reached 124,088 units.<img src=\"https://static.tigerbbs.com/79d3fbe2ab784aa259fb078efae6afd5\" tg-width=\"1126\" tg-height=\"1644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>\"Ideal ONE delivered more than 14,000 vehicles in December, setting a new high in delivery volume. We sincerely thank every car owner's family for their trust and support in Li Auto. In December, we pushed OTA 3.0 to all Ideal ONE owners. The car software improves the car experience of every user again. Among them, the full-stack self-developed navigation assisted driving system allows more than 60,000 users to enjoy a safer and more convenient driving experience. In 2022, we will continue to provide you with safer, more convenient and more refined products and services. I hope that in the new year, Li Auto will grow up with more families, create mobile homes and happy homes. \" Shen Yanan, co-founder and president of Li Auto, said.</p><p>As of December 31, 2021, Li Auto has 206 retail centers across the country, covering 102 cities; There are 278 after-sales maintenance centers and authorized sheet painting centers, covering 204 cities.</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>Li Auto's total delivery volume in 2021 is 90,491 vehicles, a year-on-year increase of 177%</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\">\nLi Auto's total delivery volume in 2021 is 90,491 vehicles, a year-on-year increase of 177%\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\">2022-01-01 16:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 1, 2022, Li Auto announced delivery data for December 2021. In December 2021, Li Auto delivered 14,087 Ideal ONE units, an increase of 130.0% year-on-year in December 2020. In the fourth quarter of 2021, Ideal ONE delivered a total of 35,221 vehicles, an increase of 40.2% from the third quarter of 2021 and a year-on-year increase of 143.5% from the fourth quarter of 2020. From January to December 2021, Ideal ONE delivered a total of 90,491 vehicles, a year-on-year increase of 177.4% in 2020. Since delivery, the cumulative delivery volume of Ideal ONE has reached 124,088 units.<img src=\"https://static.tigerbbs.com/79d3fbe2ab784aa259fb078efae6afd5\" tg-width=\"1126\" tg-height=\"1644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>\"Ideal ONE delivered more than 14,000 vehicles in December, setting a new high in delivery volume. We sincerely thank every car owner's family for their trust and support in Li Auto. In December, we pushed OTA 3.0 to all Ideal ONE owners. The car software improves the car experience of every user again. Among them, the full-stack self-developed navigation assisted driving system allows more than 60,000 users to enjoy a safer and more convenient driving experience. In 2022, we will continue to provide you with safer, more convenient and more refined products and services. I hope that in the new year, Li Auto will grow up with more families, create mobile homes and happy homes. \" Shen Yanan, co-founder and president of Li Auto, said.</p><p>As of December 31, 2021, Li Auto has 206 retail centers across the country, covering 102 cities; There are 278 after-sales maintenance centers and authorized sheet painting centers, covering 204 cities.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151040781","content_text":"2022年1月1日，理想汽车公布2021年12月交付数据。2021年12月，理想汽车交付14,087辆理想ONE，同比2020年12月增长130.0%。2021年第四季度，理想ONE共交付35,221辆，环比2021年第三季度增长40.2%，同比2020年第四季度增长143.5%。2021年1月至12月，理想ONE总计交付90,491辆，同比2020年增长177.4%。自交付以来，理想ONE累计交付量已达124,088辆。\"理想ONE在12月交付超过14,000辆，再创交付量新高。我们发自内心地感谢每一个车主家庭对理想汽车的信任和支持。在12月，我们向所有的理想ONE车主推送了OTA 3.0车机软件，让每一位用户的用车体验再次提升。其中全栈自研的导航辅助驾驶系统，让超过60,000位用户享受到更安全、更便捷的驾驶体验。2022年我们将持续为大家提供更安全、更便捷、更精致的产品和服务。希望新的一年中理想汽车伴随更多家庭一起成长，创造移动的家，创造幸福的家。”理想汽车联合创始人兼总裁沈亚楠说。截至2021年12月31日，理想汽车在全国已有206家零售中心，覆盖102个城市；售后维修中心及授权钣喷中心278家，覆盖204个城市。","news_type":1,"symbols_score_info":{"LI":0.9,"02015":0.9}},"isVote":1,"tweetType":1,"viewCount":2997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863520004,"gmtCreate":1632406770708,"gmtModify":1676530775216,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/863520004","repostId":"1117268117","repostType":4,"repost":{"id":"1117268117","kind":"news","pubTimestamp":1632406281,"share":"https://ttm.financial/m/news/1117268117?lang=en_US&edition=fundamental","pubTime":"2021-09-23 22:11","market":"us","language":"zh","title":"Yiyi Education Technology's net income in the second quarter was 671 million yuan, a year-on-year loss reduction of 73%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1117268117","media":"新浪科技","summary":"第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。","content":"<p>On the evening of September 23, Yiyi Education Technology disclosed its financial report for the second quarter and first half of 2021. The financial report shows that in the second quarter of 2021,<a href=\"https://laohu8.com/S/YQ\">Educational Technology Together</a>Net income of RMB 671 million; The net income in the first half of the year was 1.145 billion yuan. The adjusted loss in the second quarter was 218 million yuan, compared with 807 million yuan in the first half of the year, a year-on-year loss decrease of approximately 73%.</p><p>The financial report shows that in the second quarter and the first half of the year, the MAU of working together with educational technology products was 16.5 million and 17.7 million respectively. Together, Education Technology has conducted in-depth cooperation with the education systems in Beijing, Shanghai and other places on how to use information technology to better implement the national \"double reduction\" goals and tasks. Taking Shanghai Minhang education system as an example, Together Educational Technology participated in Minhang District's \"based on<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The construction of projects such as \"Precision Teaching and Adaptive Learning System for Homework\", and the data-driven large-scale teaching of students in accordance with their aptitude \"1258 Project\" to which this system belongs, has just been selected into the top ten typical cases of implementing \"double reduction\" issued by the General Office of the Ministry of Education.</p><p><img src=\"https://static.tigerbbs.com/dd002ee14dea702522545122ec79cee0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","source":"sina_tech","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>Yiyi Education Technology's net income in the second quarter was 671 million yuan, a year-on-year loss reduction of 73%.</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\">\nYiyi Education Technology's net income in the second quarter was 671 million yuan, a year-on-year loss reduction of 73%.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2021-09-23 22:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On the evening of September 23, Yiyi Education Technology disclosed its financial report for the second quarter and first half of 2021. The financial report shows that in the second quarter of 2021,<a href=\"https://laohu8.com/S/YQ\">Educational Technology Together</a>Net income of RMB 671 million; The net income in the first half of the year was 1.145 billion yuan. The adjusted loss in the second quarter was 218 million yuan, compared with 807 million yuan in the first half of the year, a year-on-year loss decrease of approximately 73%.</p><p>The financial report shows that in the second quarter and the first half of the year, the MAU of working together with educational technology products was 16.5 million and 17.7 million respectively. Together, Education Technology has conducted in-depth cooperation with the education systems in Beijing, Shanghai and other places on how to use information technology to better implement the national \"double reduction\" goals and tasks. Taking Shanghai Minhang education system as an example, Together Educational Technology participated in Minhang District's \"based on<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The construction of projects such as \"Precision Teaching and Adaptive Learning System for Homework\", and the data-driven large-scale teaching of students in accordance with their aptitude \"1258 Project\" to which this system belongs, has just been selected into the top ten typical cases of implementing \"double reduction\" issued by the General Office of the Ministry of Education.</p><p><img src=\"https://static.tigerbbs.com/dd002ee14dea702522545122ec79cee0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83ebbbb2e96e5ec6f1922e1620b6b193","relate_stocks":{"YQ":"一起教育科技"},"source_url":"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117268117","content_text":"9月23日晚间消息，一起教育科技披露2021年第二季度及上半年财报。财报显示，2021年二季度，一起教育科技净收入6.71亿元人民币；上半年度净收入则为11.45亿元人民币。第二季度经调整后亏损为2.18亿元人民币，上半年度则为8.07亿元人民币，同比减亏约73%。\n财报显示，第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。一起教育科技与北京、上海等多地的教育系统在如何利用信息化手段更好落实国家“双减”目标任务方面进行深入合作。以上海闵行教育系统为例，一起教育科技参与了闵行区“基于智能作业的精准教学与自适应学习系统”等项目的建设，而该系统所属的数据驱动下大规模因材施教“1258工程“，刚刚入选了教育部办公厅印发的落实“双减”十大典型案例。","news_type":1,"symbols_score_info":{"YQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869776456,"gmtCreate":1632325464875,"gmtModify":1676530754380,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/869776456","repostId":"1178495501","repostType":4,"repost":{"id":"1178495501","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":1632323511,"share":"https://ttm.financial/m/news/1178495501?lang=en_US&edition=fundamental","pubTime":"2021-09-22 23:11","market":"us","language":"zh","title":"Chinese concept education stocks rose collectively, with Gaotu rising more than 18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178495501","media":"老虎资讯综合","summary":"9月22日(周三)，中概在线教育股整体走高，截至发稿，高途涨超18%，新东方、好未来涨近7%，有道涨超4%。\n\n消息面上，截至2021年6月30日第二季度，高途实现收入22.323亿元人民币，同比增长","content":"<p>On September 22 (Wednesday), Zhonggai online education stocks rose as a whole. As of press time,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up more than 18%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>It rose nearly 7%, and Youdao rose more than 4%.</p><p><img src=\"https://static.tigerbbs.com/e351e1e58310e4905ead5d22f4f1e1ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>According to the news, as of the second quarter of June 30, 2021, Gaotu achieved revenue of 2.2323 billion yuan, a year-on-year increase of 35.3%; Cash income was 2.6947 billion yuan, a year-on-year increase of 12.2%; The number of regular-priced courses paid was 1,631,000, representing a year-on-year increase of 4.1%.</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>Chinese concept education stocks rose collectively, with Gaotu rising more than 18%</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\">\nChinese concept education stocks rose collectively, with Gaotu rising more than 18%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-22 23:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 22 (Wednesday), Zhonggai online education stocks rose as a whole. As of press time,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up more than 18%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>It rose nearly 7%, and Youdao rose more than 4%.</p><p><img src=\"https://static.tigerbbs.com/e351e1e58310e4905ead5d22f4f1e1ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>According to the news, as of the second quarter of June 30, 2021, Gaotu achieved revenue of 2.2323 billion yuan, a year-on-year increase of 35.3%; Cash income was 2.6947 billion yuan, a year-on-year increase of 12.2%; The number of regular-priced courses paid was 1,631,000, representing a year-on-year increase of 4.1%.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c2944aef3f5f6171911078376d76bfa8","relate_stocks":{"GOTU":"高途"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178495501","content_text":"9月22日(周三)，中概在线教育股整体走高，截至发稿，高途涨超18%，新东方、好未来涨近7%，有道涨超4%。\n\n消息面上，截至2021年6月30日第二季度，高途实现收入22.323亿元人民币，同比增长35.3%；现金收入26.947亿元人民币，同比增长12.2%；正价课付费人次1,631,000，同比增长4.1%。","news_type":1,"symbols_score_info":{"GOTU":0.9}},"isVote":1,"tweetType":1,"viewCount":2872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860809144,"gmtCreate":1632149288388,"gmtModify":1676530711909,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860809144","repostId":"1136624764","repostType":4,"repost":{"id":"1136624764","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":1632148965,"share":"https://ttm.financial/m/news/1136624764?lang=en_US&edition=fundamental","pubTime":"2021-09-20 22:42","market":"us","language":"zh","title":"Didi Chuxing: Rumors about Didi's management changes are false information","url":"https://stock-news.laohu8.com/highlight/detail?id=1136624764","media":"老虎资讯综合","summary":"9月20日电，滴滴出行在官方微博上表示，滴滴目前正积极全面配合网络安全审查，路透社关于滴滴管理层变动的传言为不实信息，就某些媒体多次针对滴滴恶意造谣传谣的行为，我们表示强烈谴责并保留采取一切法律措施追","content":"<p>September 20th,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>On the official Weibo of Travel, Didi is actively and fully cooperating with the network security review. Reuters' rumors about Didi's management changes are false information. We strongly condemn and reserve the right to take all legal measures to pursue its tort liability for some media's repeated malicious rumors against Didi.</p><p><img src=\"https://static.tigerbbs.com/ef26137d9614486a8700620aac8a13ff\" tg-width=\"911\" tg-height=\"279\" width=\"100%\" height=\"auto\"></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>Didi Chuxing: Rumors about Didi's management changes are false information</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\">\nDidi Chuxing: Rumors about Didi's management changes are false information\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-20 22:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>September 20th,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>On the official Weibo of Travel, Didi is actively and fully cooperating with the network security review. Reuters' rumors about Didi's management changes are false information. We strongly condemn and reserve the right to take all legal measures to pursue its tort liability for some media's repeated malicious rumors against Didi.</p><p><img src=\"https://static.tigerbbs.com/ef26137d9614486a8700620aac8a13ff\" tg-width=\"911\" tg-height=\"279\" width=\"100%\" height=\"auto\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136624764","content_text":"9月20日电，滴滴出行在官方微博上表示，滴滴目前正积极全面配合网络安全审查，路透社关于滴滴管理层变动的传言为不实信息，就某些媒体多次针对滴滴恶意造谣传谣的行为，我们表示强烈谴责并保留采取一切法律措施追究其侵权责任的权利。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887633283,"gmtCreate":1632024699442,"gmtModify":1676530688895,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887633283","repostId":"1131422564","repostType":4,"repost":{"id":"1131422564","kind":"news","pubTimestamp":1632022269,"share":"https://ttm.financial/m/news/1131422564?lang=en_US&edition=fundamental","pubTime":"2021-09-19 11:31","market":"us","language":"zh","title":"Media says Apple will launch its first folding phone in 2023, supporting stylus","url":"https://stock-news.laohu8.com/highlight/detail?id=1131422564","media":"TechWeb","summary":"目前苹果正与LG Display开发可折叠面板。","content":"<p>Author: Hailan</p><p>September 19 news, according to foreign media reports, in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>After Huawei and other manufacturers launched a variety of foldable smartphones, the outside world is also paying attention to the current dominant position in the high-end smartphone market<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, when will the foldable iPhone be launched.</p><p><img src=\"https://static.tigerbbs.com/95569d6ba89f78cec2d1890eb3c64893\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>For the foldable iPhone, it has been reported before. In November last year, it was reported that Apple had sent samples of foldable iPhones to OEM Foxconn for testing, mainly testing the durability of key screen components and folding components. At the beginning of January this year, it was reported that the foldable iPhone sample sent by Apple to Foxconn had passed the first test, that is, the assembly quality control inspection.</p><p>The latest reports from foreign media show that,<b>The foldable iPhone being developed by Apple is expected to be launched in 2023, which is two years later.</b></p><p>Foreign media also mentioned in reports that the foldable iPhone Apple will launch will be similar to Samsung's Galaxy Z Flip and will support a stylus.</p><p>For Apple's foldable iPhone, analyst Ming-Chi Kuo, who has high accuracy in Apple's product forecasts, also had related expectations in March this year. At that time, he predicted that Apple would solve the technical problems in the production of foldable iPhones this year, and was expected to launch foldable iPhones with screens of 7.5 inches to 8 inches in two years.</p>","source":"Techweb","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>Media says Apple will launch its first folding phone in 2023, supporting stylus</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\">\nMedia says Apple will launch its first folding phone in 2023, supporting stylus\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TechWeb</strong><span class=\"h-time small\">2021-09-19 11:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Hailan</p><p>September 19 news, according to foreign media reports, in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>After Huawei and other manufacturers launched a variety of foldable smartphones, the outside world is also paying attention to the current dominant position in the high-end smartphone market<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, when will the foldable iPhone be launched.</p><p><img src=\"https://static.tigerbbs.com/95569d6ba89f78cec2d1890eb3c64893\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>For the foldable iPhone, it has been reported before. In November last year, it was reported that Apple had sent samples of foldable iPhones to OEM Foxconn for testing, mainly testing the durability of key screen components and folding components. At the beginning of January this year, it was reported that the foldable iPhone sample sent by Apple to Foxconn had passed the first test, that is, the assembly quality control inspection.</p><p>The latest reports from foreign media show that,<b>The foldable iPhone being developed by Apple is expected to be launched in 2023, which is two years later.</b></p><p>Foreign media also mentioned in reports that the foldable iPhone Apple will launch will be similar to Samsung's Galaxy Z Flip and will support a stylus.</p><p>For Apple's foldable iPhone, analyst Ming-Chi Kuo, who has high accuracy in Apple's product forecasts, also had related expectations in March this year. At that time, he predicted that Apple would solve the technical problems in the production of foldable iPhones this year, and was expected to launch foldable iPhones with screens of 7.5 inches to 8 inches in two years.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml\">TechWeb</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b95f4db484e190b0b606d702f9cb7b7e","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131422564","content_text":"作者：海蓝\n9月19日消息，据国外媒体报道，在三星华为等厂商推出多款可折叠的智能手机之后，外界也在关注目前高端智能手机市场霸主的苹果，会在何时推出可折叠iPhone。\n\n对于可折叠iPhone，此前也曾有过报道。去年11月份，曾有报道称，苹果已经将可折叠iPhone的样品，送至代工商富士康进行测试，主要对屏幕关键零部件和折叠部件的耐用性进行测试。而在今年1月初，又有报道称苹果送往富士康的可折叠iPhone样品，已经通过了第一项测试，也就是组装质量控制检查。\n而外媒最新的报道显示，苹果正在研发的可折叠iPhone，有望在2023年推出，也就是两年之后就将问世。\n外媒在报道中还提到，苹果将推出的可折叠iPhone，将类似于三星的Galaxy Z Flip，将支持手写笔。\n对于苹果的可折叠iPhone，在苹果产品预测方面有很高准确性的分析师郭明錤，今年3月份也曾有过相关的预期。当时他预计苹果在今年能解决可折叠iPhone在生产方面的技术问题，有望在两年之后推出屏幕为7.5英寸到8英寸的可折叠iPhone。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887300841,"gmtCreate":1631968946783,"gmtModify":1676530679886,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887300841","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://ttm.financial/m/news/1100031374?lang=en_US&edition=fundamental","pubTime":"2021-09-14 10:40","market":"fut","language":"zh","title":"Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>The 2021 Mid-Autumn Festival holiday is upon us! The closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>The market is closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>U.S. stocks, British stocks, Australian stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed Friday, September 17-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 16-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-14 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The 2021 Mid-Autumn Festival holiday is upon us! The closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>The market is closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>U.S. stocks, British stocks, Australian stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed Friday, September 17-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 16-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884824789,"gmtCreate":1631881296641,"gmtModify":1676530660267,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884824789","repostId":"1116445271","repostType":4,"repost":{"id":"1116445271","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":1631880907,"share":"https://ttm.financial/m/news/1116445271?lang=en_US&edition=fundamental","pubTime":"2021-09-17 20:15","market":"fut","language":"zh","title":"Pre-Market: Be alert! How will the market react when the \"Four Witches Day\" strikes?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116445271","media":"老虎资讯综合","summary":"9月17日，美股三大股指期货震荡走低，截至发稿，道指期货跌0.17%；标普500指数期货跌0.2%；纳斯达克100指数期货跌0.16%。\n\n今晚将迎来每季度一轮的“四巫日”，届时将有约1.5万亿的标普","content":"<p>On September 17, the three major U.S. stock index futures fluctuated lower. As of press time, the Dow futures fell 0.17%; S&P 500 futures fell 0.2%; Nasdaq 100 futures fell 0.16%.</p><p><img src=\"https://static.tigerbbs.com/4a9952524d48cc98283d64404cd739cb\" tg-width=\"385\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p><p>Tonight will usher in the quarterly round of \"Four Witches Day\", when about 1.5 trillion S&P 500 Index (SPX) options will expire, and 1.4 trillion US dollar-underlying options will expire today. Expires at the close of the market, including the second largest number of single stock options except January. According to the past, market volatility tends to rise during the Four Witch Days.</p><p><b>Premarket Quotes</b></p><p>Most of the popular Chinese concept stocks rose before the market,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Both rose more than 1%</p><p><a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>It rose more than 13% before the market. It was previously granted Baiyueze accelerated approval by the US FDA, and has closed up for 5 consecutive trading days;</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose more than 3% before the market, and the company announced that monthly active users exceeded 100 million. At the same time,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It will be officially included in the FTSE Global Equity Index-China Index on September 17, 2021, including the FTSE Mid-Cap Index, Global Market Index, All-Market Index and the complete All-Market Index, which will take effect after the market closes on that day;</p><p>Electric Vehicle Manufacturers<a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>It rose nearly 6% before the market, after Lucid Air Dream won a 520-mile EPA battery life rating; In addition, Bank of America's latest report gave the American electric vehicle manufacturer a \"buy\" rating and a target price of $30;</p><p>Biotech Companies<a href=\"https://laohu8.com/S/ABCL\">AbCellera Biologics</a>Up nearly 15% before the market, the U.S. Food and Drug Administration expanded the company's emergency use authorization for Bamlanivimab and Etesevimab for prevention after exposure to Novel Coronavirus;</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco Group of America</a>It rose nearly 5% before the market, and it was reported that the company was talking with<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>Asset management business combination;</p><p>Oil & Gas Companies<a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>It rose more than 3% before the market, after previously stating that it would speed up the return of capital to shareholders and launch a stock repurchase program.</p><p><b>European Market</b></p><p>Most major European stock indexes fell. As of press time, the German DAX30 index fell 0.54%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.09%, and France's CAC40 fell 0.15%.</p><p><img src=\"https://static.tigerbbs.com/92d125b3b507aafaacb674ace9a2a803\" tg-width=\"816\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p><b>crude oil</b></p><p>Crude oil futures fell during the day. As of press time, WTI crude oil fell 0.62% to $72.16 per barrel; Brent crude oil fell 0.45% to $75.33 a barrel.</p><p>As more production facilities in the U.S. Gulf of Mexico restarted after two hurricanes. However, as the recovery of production looks to lag behind demand, both crude oil futures have gained more than 3% this week. Saudi Arabia's crude oil exports rose to the highest since January in July, also depressing oil prices.</p><p><img src=\"https://static.tigerbbs.com/16b9584d0486d938b873a8aff6de63f2\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c4844e5a2e041c2539959eb62123b04e\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p><p><b>Gold</b></p><p>Gold futures narrowed their intraday gains. As of press time, they rose 0.16% to $1,759.5 an ounce.</p><p>The unexpected increase in U.S. retail sales in August announced overnight raised market expectations that the Federal Reserve may reduce stimulus measures early.</p><p><img src=\"https://static.tigerbbs.com/7060c631d987c524dfb059e2ba32ef9d\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Market: Be alert! How will the market react when the \"Four Witches Day\" strikes?</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: Be alert! How will the market react when the \"Four Witches Day\" strikes?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-17 20:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 17, the three major U.S. stock index futures fluctuated lower. As of press time, the Dow futures fell 0.17%; S&P 500 futures fell 0.2%; Nasdaq 100 futures fell 0.16%.</p><p><img src=\"https://static.tigerbbs.com/4a9952524d48cc98283d64404cd739cb\" tg-width=\"385\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p><p>Tonight will usher in the quarterly round of \"Four Witches Day\", when about 1.5 trillion S&P 500 Index (SPX) options will expire, and 1.4 trillion US dollar-underlying options will expire today. Expires at the close of the market, including the second largest number of single stock options except January. According to the past, market volatility tends to rise during the Four Witch Days.</p><p><b>Premarket Quotes</b></p><p>Most of the popular Chinese concept stocks rose before the market,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Both rose more than 1%</p><p><a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>It rose more than 13% before the market. It was previously granted Baiyueze accelerated approval by the US FDA, and has closed up for 5 consecutive trading days;</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose more than 3% before the market, and the company announced that monthly active users exceeded 100 million. At the same time,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It will be officially included in the FTSE Global Equity Index-China Index on September 17, 2021, including the FTSE Mid-Cap Index, Global Market Index, All-Market Index and the complete All-Market Index, which will take effect after the market closes on that day;</p><p>Electric Vehicle Manufacturers<a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>It rose nearly 6% before the market, after Lucid Air Dream won a 520-mile EPA battery life rating; In addition, Bank of America's latest report gave the American electric vehicle manufacturer a \"buy\" rating and a target price of $30;</p><p>Biotech Companies<a href=\"https://laohu8.com/S/ABCL\">AbCellera Biologics</a>Up nearly 15% before the market, the U.S. Food and Drug Administration expanded the company's emergency use authorization for Bamlanivimab and Etesevimab for prevention after exposure to Novel Coronavirus;</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco Group of America</a>It rose nearly 5% before the market, and it was reported that the company was talking with<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>Asset management business combination;</p><p>Oil & Gas Companies<a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>It rose more than 3% before the market, after previously stating that it would speed up the return of capital to shareholders and launch a stock repurchase program.</p><p><b>European Market</b></p><p>Most major European stock indexes fell. As of press time, the German DAX30 index fell 0.54%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.09%, and France's CAC40 fell 0.15%.</p><p><img src=\"https://static.tigerbbs.com/92d125b3b507aafaacb674ace9a2a803\" tg-width=\"816\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p><b>crude oil</b></p><p>Crude oil futures fell during the day. As of press time, WTI crude oil fell 0.62% to $72.16 per barrel; Brent crude oil fell 0.45% to $75.33 a barrel.</p><p>As more production facilities in the U.S. Gulf of Mexico restarted after two hurricanes. However, as the recovery of production looks to lag behind demand, both crude oil futures have gained more than 3% this week. Saudi Arabia's crude oil exports rose to the highest since January in July, also depressing oil prices.</p><p><img src=\"https://static.tigerbbs.com/16b9584d0486d938b873a8aff6de63f2\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c4844e5a2e041c2539959eb62123b04e\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p><p><b>Gold</b></p><p>Gold futures narrowed their intraday gains. As of press time, they rose 0.16% to $1,759.5 an ounce.</p><p>The unexpected increase in U.S. retail sales in August announced overnight raised market expectations that the Federal Reserve may reduce stimulus measures early.</p><p><img src=\"https://static.tigerbbs.com/7060c631d987c524dfb059e2ba32ef9d\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF-ProShares","DDG":"ProShares做空石油与天然气ETF",".DJI":"道琼斯","SCO":"二倍做空彭博原油指数ETF","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","DUG":"二倍做空石油与天然气ETF(ProShares)","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116445271","content_text":"9月17日，美股三大股指期货震荡走低，截至发稿，道指期货跌0.17%；标普500指数期货跌0.2%；纳斯达克100指数期货跌0.16%。\n\n今晚将迎来每季度一轮的“四巫日”，届时将有约1.5万亿的标普500指数(SPX)期权到期，以及1.4万亿以美元为标的各种期权将于今日收市时到期，其中包括了除一月外第二大量级的单只个股期权。根据以往来看，四巫日期间，市场波动性往往会上升。\n盘前行情\n热门中概股盘前多数走高，贝壳涨超3%，哔哩哔哩涨超2%，阿里巴巴、拼多多、京东、百度、新东方、滴滴均涨超1%\n百济神州盘前涨超13%，此前获美国FDA授予百悦泽加速批准，已连续收涨5个交易日；\n知乎盘前涨超3%，公司宣布月活破亿，同时，知乎将于2021年9月17日正式纳入富时全球股票指数—中国指数，包括富时中盘股指数、环球市场指数、全市场指数以及完整全市场指数，当日收市后生效；\n电动汽车制造商Lucid Group盘前涨近6%，此前Lucid Air Dream拿下520英里EPA续航评定；此外，美银最新报告，给与这家美国电动汽车制造商的评级为“买入”，目标价为30美元；\n生物技术公司AbCellera Biologics盘前涨近15%，美国食品药品监督管理局扩大了该公司Bamlanivimab和Etesevimab的紧急使用授权，用于接触新冠病毒后的预防；\n美国景顺集团盘前涨近5%，报道称公司正在洽谈与道富银行的资产管理业务合并；\n石油天然气公司Diamondback Energy盘前涨超3%，此前表示将加快向股东返还资本并启动股票回购计划。\n欧洲市场\n欧洲主要股指多数下跌，截至发稿，德国DAX30指数跌0.54%，英国富时100跌0.09%、法国CAC40跌0.15%。\n\n原油\n原油期货日内走低，截止发稿，WTI原油跌0.62%，报72.16美元/桶；布伦特原油跌0.45%，报75.33美元/桶。\n因在两次飓风过后，美国墨西哥湾更多生产设施重启。但由于产量恢复看起来落后于需求，两大原油期货本周累计涨幅都超过3%。沙特阿拉伯7月原油出口量上升至1月来最高，也压低了油价。\n\n黄金\n黄金期货日内涨幅缩窄，截止发稿，涨0.16%，报1759.5美元/盎司。\n隔夜公布的美国8月零售销售意外增长，令市场对美联储可能提前缩减刺激措施的预期升温。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SPXU":0.9,"ESmain":0.9,"DUG":0.9,"UPRO":0.9,"SSO":0.9,"QMmain":0.9,"SDS":0.9,".IXIC":0.9,"DDG":0.9,"UCO":0.9,".DJI":0.9,"SCO":0.9,"IVV":0.9,"USO":0.9,"OEF":0.9,"OEX":0.9,"UWTIF":0.9,".SPX":0.9,"DWT":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885648927,"gmtCreate":1631791100269,"gmtModify":1676530636342,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/885648927","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://ttm.financial/m/news/1100031374?lang=en_US&edition=fundamental","pubTime":"2021-09-14 10:40","market":"fut","language":"zh","title":"Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>The 2021 Mid-Autumn Festival holiday is upon us! The closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>The market is closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>U.S. stocks, British stocks, Australian stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed Friday, September 17-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 16-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-14 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The 2021 Mid-Autumn Festival holiday is upon us! The closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>The market is closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>U.S. stocks, British stocks, Australian stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed Friday, September 17-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 16-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882193771,"gmtCreate":1631665402293,"gmtModify":1676530602762,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882193771","repostId":"2167554998","repostType":4,"repost":{"id":"2167554998","kind":"news","pubTimestamp":1631664843,"share":"https://ttm.financial/m/news/2167554998?lang=en_US&edition=fundamental","pubTime":"2021-09-15 08:14","market":"us","language":"zh","title":"Google severely fined by South Korea for allegedly abusing its dominant market position","url":"https://stock-news.laohu8.com/highlight/detail?id=2167554998","media":"新华社","summary":"新华社首尔9月14日电 韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元罚款。谷歌这一行为反映了其滥用市场支配地位限制手机操作系统市场的竞争。该法案禁止手机应用商店运营商强制要求应用开发者使用前者指定的支付系统，并允许韩国政府对应用商店运营商进行调查以保护用户权益。","content":"<p>Xinhua News Agency, Seoul, September 14 (Reporter Lu Rui Du Baiyu) The Korea Fair Trade Commission announced on the 14th that due to<a href=\"https://laohu8.com/S/GOOG\">Google</a>Suspected of abusing its dominant market position, it was decided to impose a fine of 207.4 billion won (about 177 million US dollars) on it.</p><p>The Korea Fair Trade Commission issued a statement on the same day saying that Google blocked<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>And other mobile phone manufacturers produce mobile phones equipped with customized versions of Android mobile operating systems, restricting operating systems developed by their competitors from entering the market and curbing innovation.</p><p>The statement said that Google forced mobile phone manufacturers to sign an \"anti-fragmentation agreement\" when signing an agreement with mobile phone manufacturers on application store license and prior use right of operating system. The agreement stipulates that mobile phone manufacturers cannot directly develop customized versions of the Android operating system, and their mobile phones cannot be equipped with such systems. Google's behavior reflects its abuse of market dominance to restrict competition in the mobile operating system market.</p><p>The Korea Fair Trade Commission said that the significance of issuing a fine to Google this time is to provide an opportunity to reshape the competitive order of mobile operating system and application market in the future, which will be conducive to the advent of more innovative devices and services.</p><p>According to another media report, on the same day, the amendment to South Korea's Telecommunications Business Law came into effect. The bill prohibits mobile app store operators from forcing app developers to use the payment system designated by the former, and allows the Korean government to investigate app store operators to protect users' rights and interests.</p>","source":"tencent","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>Google severely fined by South Korea for allegedly abusing its dominant market position</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\">\nGoogle severely fined by South Korea for allegedly abusing its dominant market position\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新华社</strong><span class=\"h-time small\">2021-09-15 08:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Xinhua News Agency, Seoul, September 14 (Reporter Lu Rui Du Baiyu) The Korea Fair Trade Commission announced on the 14th that due to<a href=\"https://laohu8.com/S/GOOG\">Google</a>Suspected of abusing its dominant market position, it was decided to impose a fine of 207.4 billion won (about 177 million US dollars) on it.</p><p>The Korea Fair Trade Commission issued a statement on the same day saying that Google blocked<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>And other mobile phone manufacturers produce mobile phones equipped with customized versions of Android mobile operating systems, restricting operating systems developed by their competitors from entering the market and curbing innovation.</p><p>The statement said that Google forced mobile phone manufacturers to sign an \"anti-fragmentation agreement\" when signing an agreement with mobile phone manufacturers on application store license and prior use right of operating system. The agreement stipulates that mobile phone manufacturers cannot directly develop customized versions of the Android operating system, and their mobile phones cannot be equipped with such systems. Google's behavior reflects its abuse of market dominance to restrict competition in the mobile operating system market.</p><p>The Korea Fair Trade Commission said that the significance of issuing a fine to Google this time is to provide an opportunity to reshape the competitive order of mobile operating system and application market in the future, which will be conducive to the advent of more innovative devices and services.</p><p>According to another media report, on the same day, the amendment to South Korea's Telecommunications Business Law came into effect. The bill prohibits mobile app store operators from forcing app developers to use the payment system designated by the former, and allows the Korean government to investigate app store operators to protect users' rights and interests.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109142324037d52d9fb&s=b\">新华社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc2177e2e368b578bdaa674f65ce2424","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109142324037d52d9fb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2167554998","content_text":"新华社首尔9月14日电（记者陆睿 杜白羽）韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元（约合1.77亿美元）罚款。\n韩国公平交易委员会当天发表声明说，谷歌阻碍三星等手机制造商生产搭载定制版安卓手机操作系统的手机，限制其竞争对手开发的操作系统进入市场，同时遏制了创新。\n声明说，谷歌在与手机制造商就应用商店许可和操作系统事先使用权签署协议时，强制要求手机制造商签署“反碎片化协议”。该协议规定，手机制造商不可直接开发安卓操作系统的定制版本，其生产的手机也不可搭载此类系统。谷歌这一行为反映了其滥用市场支配地位限制手机操作系统市场的竞争。\n韩国公平交易委员会表示，此次对谷歌开出罚单的意义在于为今后重塑手机操作系统和应用市场的竞争秩序提供了机会，将有利于更多创新设备及服务问世。\n另据媒体报道，当天，韩国《电信业务法》修正案正式生效。该法案禁止手机应用商店运营商强制要求应用开发者使用前者指定的支付系统，并允许韩国政府对应用商店运营商进行调查以保护用户权益。","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886731612,"gmtCreate":1631624727236,"gmtModify":1676530592602,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886731612","repostId":"1197342909","repostType":4,"repost":{"id":"1197342909","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":1631622885,"share":"https://ttm.financial/m/news/1197342909?lang=en_US&edition=fundamental","pubTime":"2021-09-14 20:34","market":"us","language":"zh","title":"U.S. CPI in August was 5.3% year-on-year, in line with market expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1197342909","media":"老虎资讯综合","summary":"9月14日，美国8月CPI同比 5.3%，预期 5.3%，前值 5.4%；美国8月核心CPI同比 4.0%，预期 4.2%，前值 4.3%；美国8月核心CPI环比0.1%，创今年2月以来新低。\nCPI","content":"<p>On September 14, the U.S. August CPI was 5.3% year-on-year, expected to be 5.3%, and the previous value was 5.4%; The U.S. core CPI in August was 4.0% year-on-year, expected to be 4.2%, and the previous value was 4.3%; The core CPI of the United States in August was 0.1% month-on-month, a new low since February this year.</p><p>After the CPI data was released, the three major U.S. stock indexes rose in a straight line, with Dow futures rising 0.42%, S&P 500 futures rising 0.44%, and Nasdaq futures rising 0.41%;</p><p>Financial website Forexlive commented on the US CPI in August: These figures were generally lower than expected, and the US dollar fell across the board. A low reading is more important than a high reading because it signals that inflation has peaked. This is what the Fed wants to see in order to buy itself more time before the rate hike.</p><p><img src=\"https://static.tigerbbs.com/bb7bc99a80f138c7b6d1da753737a218\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/defcaf8040055590abadf60414429a07\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/041ef02df04c2bd6aad4c526fc97ea68\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. CPI in August was 5.3% year-on-year, in line with market expectations</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. CPI in August was 5.3% year-on-year, in line with market expectations\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-14 20:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 14, the U.S. August CPI was 5.3% year-on-year, expected to be 5.3%, and the previous value was 5.4%; The U.S. core CPI in August was 4.0% year-on-year, expected to be 4.2%, and the previous value was 4.3%; The core CPI of the United States in August was 0.1% month-on-month, a new low since February this year.</p><p>After the CPI data was released, the three major U.S. stock indexes rose in a straight line, with Dow futures rising 0.42%, S&P 500 futures rising 0.44%, and Nasdaq futures rising 0.41%;</p><p>Financial website Forexlive commented on the US CPI in August: These figures were generally lower than expected, and the US dollar fell across the board. A low reading is more important than a high reading because it signals that inflation has peaked. This is what the Fed wants to see in order to buy itself more time before the rate hike.</p><p><img src=\"https://static.tigerbbs.com/bb7bc99a80f138c7b6d1da753737a218\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/defcaf8040055590abadf60414429a07\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/041ef02df04c2bd6aad4c526fc97ea68\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e9ba109e7f6844f2904f6647779f151","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197342909","content_text":"9月14日，美国8月CPI同比 5.3%，预期 5.3%，前值 5.4%；美国8月核心CPI同比 4.0%，预期 4.2%，前值 4.3%；美国8月核心CPI环比0.1%，创今年2月以来新低。\nCPI数据公布后，美股三大股指直线拉升，道指期货涨0.42%，标普500指数期货涨0.44%，纳指期货涨0.41%；\n财经网站Forexlive评美国8月CPI：这些数字普遍低于预期，美元全面下跌。读数低比读数高更重要，因为它预示着通胀已见顶。这是美联储希望看到的情况，以便在加息前为自己争取更多时间。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886003296,"gmtCreate":1631535260815,"gmtModify":1676530568273,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886003296","repostId":"1139166217","repostType":4,"repost":{"id":"1139166217","kind":"news","weMediaInfo":{"introduction":"记录新经济的每一个节点","home_visible":1,"media_name":"节点财经","id":"1021708884","head_image":"https://static.tigerbbs.com/68a2a7c6368376fe8b5cf62e4c84b65e"},"pubTimestamp":1631534771,"share":"https://ttm.financial/m/news/1139166217?lang=en_US&edition=fundamental","pubTime":"2021-09-13 20:06","market":"hk","language":"zh","title":"Where should Netease, which has a \"troika\", go?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139166217","media":"节点财经","summary":"9月8日，腾讯、网易等重点网络游戏企业遭到约谈。第二天（9月9日），网易出品的重磅网游《哈利波特：魔法觉醒》上线全平台，力压腾讯的《王者荣耀》、《和平精英》等，登上畅销榜榜首。\n在监管的天花板越来越硬","content":"<p>September 8th,<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Key online game companies were interviewed. The next day (September 9th), the blockbuster online game \"Harry Potter: Magic Awakening\" produced by Netease was launched on all platforms, beating Tencent's \"Honor of Kings\" and \"Peace Elite\" to top the best-selling list.</p><p>At a time when the ceiling of regulation is getting harder and harder, the \"involution\" of the game industry is also intensifying. Compared with Tencent, the industry leader with a deeper foundation, the education sector of NetEase, which ranks second, is also facing adjustments. The impact seems to be more serious. Not long ago, NetEase released its 2021 Q2 financial report, and the data performance of increasing revenue but not increasing profits revealed the real situation it faced.</p><p>The 2021 Q2 financial report shows that in the first half of 2021, NetEase achieved revenue of 41 billion yuan (RMB, the same below), a year-on-year increase of 16.4%. But the net profit is not so good-looking. The net profit attributable to the parent company (GAAP) was 7.98 billion yuan, a year-on-year decrease of 1.33%, and the Non-GAAP net profit was 9.3 billion yuan, a year-on-year decrease of 1.4%.</p><p>As of the close on September 10, 2021, NetEase's US stock price was US $88.45 per share, with a market value of US $59.35 billion. Compared with the highest point of US $133.98 per share in February 2021 (before reinstatement), the stock price has fallen by nearly 30%. As one of the four domestic giants in the Internet era in the past, NetEase has gradually widened its distance with Tencent and Ali, which have a market value of trillions. Compared with the diversified revenue structure of Tencent and Ali, NetEase, which accounts for more than 70% of its game revenue, will live in the future under the tightening supervision of the education and game industries?</p><p><b>/ 01 /</b></p><p><b>Net profit falls again</b></p><p><b>Game growth slows down</b></p><p>Since the establishment of the Online Game Division in 2001, Netease has been ranked among the top three in the domestic game industry. The end game era launched 27 self-developed products including \"Westward Journey\" and \"Fantasy Westward Journey\". After entering the era of mobile games in 2013, it occupied the market through popular long-term products such as \"Fantasy Westward Journey\" and \"Onmyoji\"<a href=\"https://laohu8.com/S/CMGE\">China Mobile Games</a>The second position in the market.</p><p>Compared with the previous high-light era, the current turnover of NetEase's existing games is still growing, but the revenue growth rate is slowing down. In Q2 of 2021, NetEase achieved revenue of 20.5 billion yuan, a year-on-year increase of 12.87%, which was flat month-on-month.</p><p><img src=\"https://static.tigerbbs.com/b5f332abf4580791c85c7d3f60f2cbd7\" tg-width=\"1080\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>Corresponding to the substantial increase in revenue is a sharp decline in net profit. The financial report shows that the company's Q2 net profit attributable to the parent company was 3.54 billion yuan, a year-on-year decrease of 21.95%, and Non-GAAP net profit was 4.23 billion yuan, a year-on-year decrease of 19.1%. If counted from Q3 of 2020, this is the third time in the past year that NetEase has experienced a year-on-year decline in net profit.</p><p><b>This phenomenon of increasing revenue but not increasing profits is mainly due to the weakness of the game business.</b>As a \"cash cow\" business that contributes about 70% of the company's revenue, NetEase's game business is inevitably affected by regulation. Since 2021, relevant departments have launched a number of anti-addiction measures and policies for minors' \"game addiction\". For example, on the afternoon of August 30th, the State Press and Publication Administration issued the Notice on Further Strict Management and Effectively Preventing Minors from Indulging in Online Games, stipulating that all online game companies can only provide one-hour service to minors from 20: 00 to 21: 00 every day on Fridays, Saturdays, Sundays and statutory holidays, and are not allowed to provide online game services to minors in any form at other times.</p><p>The financial report shows that in Q2 of 2021, NetEase's game revenue will be approximately 14.5 billion yuan, a year-on-year increase of 5.1%. In the past six quarters, NetEase Games' revenue has mostly increased between 10% and 20% year-on-year. This is the first time that its year-on-year growth rate has fallen to single digits. At the same time, NetEase's operating profit in Q2 was 3.758 billion yuan, and its operating profit margin was 18%, which also declined year-on-year.</p><p>The game industry is an industry with rapid updates and iterations and increasingly fierce competition, and game giants are also suffering from a lot of self-research anxiety. To this end, Netease is constantly increasing investment in research and development. The financial report shows that in Q2 of 2021, NetEase's R&D expenses will invest 3.4 billion yuan, and the R&D expense ratio will increase by 3.36 percentage points year-on-year to 16.6%.</p><p>In addition, it is worth noting that,<b>Netease's efforts in going overseas in the past few years have achieved initial results. According to Sensor<a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>According to the global revenue ranking of Chinese mobile game publishers released in July 2021, NetEase ranks second.</b></p><p>In the second half of the year, Netease's new game reserves include \"Harry Potter: Magic Awakens\", \"The Rise of the Lord of the Rings\" (will be launched in Europe, America, Oceania and Southeast Asia on September 23rd), \"Diablo: Immortal\", \"A Chinese Ghost Story\" and \"Super Fighting Dreams\", etc. The performance of these new games may largely determine the company's performance in the next stage.</p><p><img src=\"https://static.tigerbbs.com/57a903c09a996e12298648ef7fd85452\" tg-width=\"1080\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Among them, \"Harry Potter: Magic Awakening\", which was launched on all platforms on September 9th, was blessed by elements such as the world's top IP, unique game art style, and restoration of the original plot task. \"and\" Peace Elite \"topped the best-selling list in one fell swoop, which not only proved their ability to do a good job in global IP, but also brought a good omen to Netease in the second half of the year.</p><p><b>/ 02 /</b></p><p><b>Educational U-turn</b></p><p><b>Online music turns around</b></p><p>In addition to games, the bulk of revenue, NetEase also has two major businesses: NetEase in the education sector<a href=\"https://laohu8.com/S/DAO\">Youdao</a>, as well as innovative businesses and others (including NetEase Cloud Music, NetEase News, NetEase Mailbox, NetEase Yanxuan, CC Live). At present, these two businesses basically have both opportunities and challenges.</p><p>Let's talk about NetEase Youdao first. As an industry in the limelight in 2020, online education has directly entered a turning point of life and death from the outbreak period after the introduction of a number of policies such as \"double reduction\" (reducing the burden of students' homework and off-campus training in compulsory education). Netease Youdao, which is in it, has an unclear profit model, and its policy changes dramatically, and its losses have further expanded.</p><p>The financial report shows that NetEase Youdao's Q2 revenue in 2021 will increase by 107.5% to 1.3 billion yuan, and its loss will also expand by 103.4% to 520 million yuan. It can be seen from the data that high marketing expenses are one of the main reasons for the expansion of losses: its total operating expenses in Q2 were as high as 970 million yuan, a year-on-year increase of 118.6%.</p><p>NetEase Youdao's business is divided into online courses, interactive learning,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Four sections: hardware and online learning tools. Compared with its peers, NetEase Youdao's K12 business accounts for a relatively low proportion, accounting for roughly 41.2% of total revenue. At the same time, the company's layout in adult education, quality education, and intelligent hardware is also earlier. For this reason, under the background that the new policy of \"double reduction\" impacts the underlying logic of the training business in the online education industry, as a pioneer in attracting training courses with star hardware, NetEase Youdao is considered to be able to usher in new opportunities.</p><p>But can Netease Youdao's educational hardware be independently profitable? It may not look easy at the moment. The financial report shows that the sales revenue of its hardware products in Q2 was 200 million yuan, only slightly higher than its research and development cost of 180 million yuan; As a training course bundled with hardware such as dictionary pens, its learning service revenue is 920 million yuan, accounting for more than 70% of Tao's revenue.</p><p>As for innovative business and other aspects, an important good news for NetEase is for<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>The strong anti-monopoly supervision has been promoted for two years, and the dust has finally settled recently. On July 24, 2021, the State Administration for Market Regulation issued an administrative penalty letter to Tencent. Tencent's equity acquisition of China Music Group five years ago constituted an illegal concentration of operators. According to this administrative penalty letter, starting from August 23rd, the exclusive copyright agreements of the world's three major record companies owned by Tencent Music will be invalid.</p><p><b>As the second child in the industry, NetEase Cloud Music has become the most direct beneficiary of the end of the exclusive copyright model.</b>The financial report shows that in Q2 of 2021, NetEase Cloud Music business achieved quarterly positive gross profit for the first time. The improvement of this business drove the company's innovative business and other revenue to increase by 26% year-on-year to 4.7 billion yuan during the same period, and at the same time helped the gross profit margin of the company's innovative business and other revenue quarter-on-quarter. An increase of 4.9 percentage points to 19.3%.</p><p><b>/ 03 /</b></p><p><b>Full challenges</b></p><p><b>NetEase is not easy</b></p><p>Although there is good news, Netease's three major businesses are currently facing considerable challenges.</p><p>Let's talk about the core game business first. As an established game manufacturer, although NetEase's current status as the \"second child\" is still there, its revenue growth rate has shown a significant slowdown trend.</p><p>Under internal worries, there are also many external troubles. In recent years, with the rise of rising stars, the competition in the domestic game industry is becoming increasingly fierce. For example, FunPlus, Youta Network,<a href=\"https://laohu8.com/S/00799\">IGG</a>Emerging game companies are in the limelight in the revenue list of overseas mobile game developers; MiHoYo, an upstart in the game industry, has launched a new product every two or three years in the past ten years, and its market performance has almost never failed; Shanghai Lilith, which launched games such as \"Sword and Expedition\" and \"Awakening of Nations\", even surpassed Netease in overseas income ranking. In addition, Ali has revitalized the game business, and Internet giants such as ByteDance have invested heavily in the game field, etc., which have further intensified the intensity of competition in the industry.</p><p>In terms of the music sector, although the end of the exclusive copyright model has brought benefits to NetEase Cloud Music, in the long run, NetEase Cloud Music still has many problems that need to be solved.</p><p>First and foremost is the business model problem of the online music industry. Previously, due to long-term competition among major platforms, the online music industry has formed a \"quite expensive\" copyright purchase model. Under this model, NetEase Cloud Music has been difficult to make a big breakthrough in commercialization.</p><p>NetEase Cloud Music's prospectus disclosed that the company spends more than 1.6 billion yuan in prepaid content license fees every year, and this part of the fee will reach 2.257 billion yuan in 2020. Under this model, at the end of May 2021, NetEase Cloud Music handed over a three-year prospectus with an adjusted loss of 4.962 billion yuan, but decided to suspend the listing after passing the hearing of the Hong Kong Stock Exchange. With the end of the exclusive copyright model, can NetEase Cloud Music's failure to turn around losses for many years be alleviated? It is unknown yet.</p><p>In terms of education, under the pressure of the industry, multi-directional transformation and deployment are imminent, and Netease Youdao is no exception. At the beginning of August, Netease Youdao exposed a variety of quality education products, including children's programming, Go, fine arts, etc., at the press conference. At the same time, it highlighted its to B course platform-Youdao Youke, which provides quality transformation schemes for offline institutions, intends to further turn the steering wheel, withdraw from subject education and get closer to non-subject course products.</p><p>However, NetEase Youdao's previous quality education and B-end businesses relied heavily on government procurement. The profitability and scale possibility of related businesses have been criticized by the industry. Whether the subsequent related businesses can run through may still require policies. Further release benefits.</p><p><b>Under various challenges, NetEase's \"troika\" still has a long way to go to make further breakthroughs.</b></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>Where should Netease, which has a \"troika\", go?</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\">\nWhere should Netease, which has a \"troika\", go?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1021708884\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/68a2a7c6368376fe8b5cf62e4c84b65e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">节点财经 </p>\n<p class=\"h-time smaller\">2021-09-13 20:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>September 8th,<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Key online game companies were interviewed. The next day (September 9th), the blockbuster online game \"Harry Potter: Magic Awakening\" produced by Netease was launched on all platforms, beating Tencent's \"Honor of Kings\" and \"Peace Elite\" to top the best-selling list.</p><p>At a time when the ceiling of regulation is getting harder and harder, the \"involution\" of the game industry is also intensifying. Compared with Tencent, the industry leader with a deeper foundation, the education sector of NetEase, which ranks second, is also facing adjustments. The impact seems to be more serious. Not long ago, NetEase released its 2021 Q2 financial report, and the data performance of increasing revenue but not increasing profits revealed the real situation it faced.</p><p>The 2021 Q2 financial report shows that in the first half of 2021, NetEase achieved revenue of 41 billion yuan (RMB, the same below), a year-on-year increase of 16.4%. But the net profit is not so good-looking. The net profit attributable to the parent company (GAAP) was 7.98 billion yuan, a year-on-year decrease of 1.33%, and the Non-GAAP net profit was 9.3 billion yuan, a year-on-year decrease of 1.4%.</p><p>As of the close on September 10, 2021, NetEase's US stock price was US $88.45 per share, with a market value of US $59.35 billion. Compared with the highest point of US $133.98 per share in February 2021 (before reinstatement), the stock price has fallen by nearly 30%. As one of the four domestic giants in the Internet era in the past, NetEase has gradually widened its distance with Tencent and Ali, which have a market value of trillions. Compared with the diversified revenue structure of Tencent and Ali, NetEase, which accounts for more than 70% of its game revenue, will live in the future under the tightening supervision of the education and game industries?</p><p><b>/ 01 /</b></p><p><b>Net profit falls again</b></p><p><b>Game growth slows down</b></p><p>Since the establishment of the Online Game Division in 2001, Netease has been ranked among the top three in the domestic game industry. The end game era launched 27 self-developed products including \"Westward Journey\" and \"Fantasy Westward Journey\". After entering the era of mobile games in 2013, it occupied the market through popular long-term products such as \"Fantasy Westward Journey\" and \"Onmyoji\"<a href=\"https://laohu8.com/S/CMGE\">China Mobile Games</a>The second position in the market.</p><p>Compared with the previous high-light era, the current turnover of NetEase's existing games is still growing, but the revenue growth rate is slowing down. In Q2 of 2021, NetEase achieved revenue of 20.5 billion yuan, a year-on-year increase of 12.87%, which was flat month-on-month.</p><p><img src=\"https://static.tigerbbs.com/b5f332abf4580791c85c7d3f60f2cbd7\" tg-width=\"1080\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>Corresponding to the substantial increase in revenue is a sharp decline in net profit. The financial report shows that the company's Q2 net profit attributable to the parent company was 3.54 billion yuan, a year-on-year decrease of 21.95%, and Non-GAAP net profit was 4.23 billion yuan, a year-on-year decrease of 19.1%. If counted from Q3 of 2020, this is the third time in the past year that NetEase has experienced a year-on-year decline in net profit.</p><p><b>This phenomenon of increasing revenue but not increasing profits is mainly due to the weakness of the game business.</b>As a \"cash cow\" business that contributes about 70% of the company's revenue, NetEase's game business is inevitably affected by regulation. Since 2021, relevant departments have launched a number of anti-addiction measures and policies for minors' \"game addiction\". For example, on the afternoon of August 30th, the State Press and Publication Administration issued the Notice on Further Strict Management and Effectively Preventing Minors from Indulging in Online Games, stipulating that all online game companies can only provide one-hour service to minors from 20: 00 to 21: 00 every day on Fridays, Saturdays, Sundays and statutory holidays, and are not allowed to provide online game services to minors in any form at other times.</p><p>The financial report shows that in Q2 of 2021, NetEase's game revenue will be approximately 14.5 billion yuan, a year-on-year increase of 5.1%. In the past six quarters, NetEase Games' revenue has mostly increased between 10% and 20% year-on-year. This is the first time that its year-on-year growth rate has fallen to single digits. At the same time, NetEase's operating profit in Q2 was 3.758 billion yuan, and its operating profit margin was 18%, which also declined year-on-year.</p><p>The game industry is an industry with rapid updates and iterations and increasingly fierce competition, and game giants are also suffering from a lot of self-research anxiety. To this end, Netease is constantly increasing investment in research and development. The financial report shows that in Q2 of 2021, NetEase's R&D expenses will invest 3.4 billion yuan, and the R&D expense ratio will increase by 3.36 percentage points year-on-year to 16.6%.</p><p>In addition, it is worth noting that,<b>Netease's efforts in going overseas in the past few years have achieved initial results. According to Sensor<a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>According to the global revenue ranking of Chinese mobile game publishers released in July 2021, NetEase ranks second.</b></p><p>In the second half of the year, Netease's new game reserves include \"Harry Potter: Magic Awakens\", \"The Rise of the Lord of the Rings\" (will be launched in Europe, America, Oceania and Southeast Asia on September 23rd), \"Diablo: Immortal\", \"A Chinese Ghost Story\" and \"Super Fighting Dreams\", etc. The performance of these new games may largely determine the company's performance in the next stage.</p><p><img src=\"https://static.tigerbbs.com/57a903c09a996e12298648ef7fd85452\" tg-width=\"1080\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Among them, \"Harry Potter: Magic Awakening\", which was launched on all platforms on September 9th, was blessed by elements such as the world's top IP, unique game art style, and restoration of the original plot task. \"and\" Peace Elite \"topped the best-selling list in one fell swoop, which not only proved their ability to do a good job in global IP, but also brought a good omen to Netease in the second half of the year.</p><p><b>/ 02 /</b></p><p><b>Educational U-turn</b></p><p><b>Online music turns around</b></p><p>In addition to games, the bulk of revenue, NetEase also has two major businesses: NetEase in the education sector<a href=\"https://laohu8.com/S/DAO\">Youdao</a>, as well as innovative businesses and others (including NetEase Cloud Music, NetEase News, NetEase Mailbox, NetEase Yanxuan, CC Live). At present, these two businesses basically have both opportunities and challenges.</p><p>Let's talk about NetEase Youdao first. As an industry in the limelight in 2020, online education has directly entered a turning point of life and death from the outbreak period after the introduction of a number of policies such as \"double reduction\" (reducing the burden of students' homework and off-campus training in compulsory education). Netease Youdao, which is in it, has an unclear profit model, and its policy changes dramatically, and its losses have further expanded.</p><p>The financial report shows that NetEase Youdao's Q2 revenue in 2021 will increase by 107.5% to 1.3 billion yuan, and its loss will also expand by 103.4% to 520 million yuan. It can be seen from the data that high marketing expenses are one of the main reasons for the expansion of losses: its total operating expenses in Q2 were as high as 970 million yuan, a year-on-year increase of 118.6%.</p><p>NetEase Youdao's business is divided into online courses, interactive learning,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Four sections: hardware and online learning tools. Compared with its peers, NetEase Youdao's K12 business accounts for a relatively low proportion, accounting for roughly 41.2% of total revenue. At the same time, the company's layout in adult education, quality education, and intelligent hardware is also earlier. For this reason, under the background that the new policy of \"double reduction\" impacts the underlying logic of the training business in the online education industry, as a pioneer in attracting training courses with star hardware, NetEase Youdao is considered to be able to usher in new opportunities.</p><p>But can Netease Youdao's educational hardware be independently profitable? It may not look easy at the moment. The financial report shows that the sales revenue of its hardware products in Q2 was 200 million yuan, only slightly higher than its research and development cost of 180 million yuan; As a training course bundled with hardware such as dictionary pens, its learning service revenue is 920 million yuan, accounting for more than 70% of Tao's revenue.</p><p>As for innovative business and other aspects, an important good news for NetEase is for<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>The strong anti-monopoly supervision has been promoted for two years, and the dust has finally settled recently. On July 24, 2021, the State Administration for Market Regulation issued an administrative penalty letter to Tencent. Tencent's equity acquisition of China Music Group five years ago constituted an illegal concentration of operators. According to this administrative penalty letter, starting from August 23rd, the exclusive copyright agreements of the world's three major record companies owned by Tencent Music will be invalid.</p><p><b>As the second child in the industry, NetEase Cloud Music has become the most direct beneficiary of the end of the exclusive copyright model.</b>The financial report shows that in Q2 of 2021, NetEase Cloud Music business achieved quarterly positive gross profit for the first time. The improvement of this business drove the company's innovative business and other revenue to increase by 26% year-on-year to 4.7 billion yuan during the same period, and at the same time helped the gross profit margin of the company's innovative business and other revenue quarter-on-quarter. An increase of 4.9 percentage points to 19.3%.</p><p><b>/ 03 /</b></p><p><b>Full challenges</b></p><p><b>NetEase is not easy</b></p><p>Although there is good news, Netease's three major businesses are currently facing considerable challenges.</p><p>Let's talk about the core game business first. As an established game manufacturer, although NetEase's current status as the \"second child\" is still there, its revenue growth rate has shown a significant slowdown trend.</p><p>Under internal worries, there are also many external troubles. In recent years, with the rise of rising stars, the competition in the domestic game industry is becoming increasingly fierce. For example, FunPlus, Youta Network,<a href=\"https://laohu8.com/S/00799\">IGG</a>Emerging game companies are in the limelight in the revenue list of overseas mobile game developers; MiHoYo, an upstart in the game industry, has launched a new product every two or three years in the past ten years, and its market performance has almost never failed; Shanghai Lilith, which launched games such as \"Sword and Expedition\" and \"Awakening of Nations\", even surpassed Netease in overseas income ranking. In addition, Ali has revitalized the game business, and Internet giants such as ByteDance have invested heavily in the game field, etc., which have further intensified the intensity of competition in the industry.</p><p>In terms of the music sector, although the end of the exclusive copyright model has brought benefits to NetEase Cloud Music, in the long run, NetEase Cloud Music still has many problems that need to be solved.</p><p>First and foremost is the business model problem of the online music industry. Previously, due to long-term competition among major platforms, the online music industry has formed a \"quite expensive\" copyright purchase model. Under this model, NetEase Cloud Music has been difficult to make a big breakthrough in commercialization.</p><p>NetEase Cloud Music's prospectus disclosed that the company spends more than 1.6 billion yuan in prepaid content license fees every year, and this part of the fee will reach 2.257 billion yuan in 2020. Under this model, at the end of May 2021, NetEase Cloud Music handed over a three-year prospectus with an adjusted loss of 4.962 billion yuan, but decided to suspend the listing after passing the hearing of the Hong Kong Stock Exchange. With the end of the exclusive copyright model, can NetEase Cloud Music's failure to turn around losses for many years be alleviated? It is unknown yet.</p><p>In terms of education, under the pressure of the industry, multi-directional transformation and deployment are imminent, and Netease Youdao is no exception. At the beginning of August, Netease Youdao exposed a variety of quality education products, including children's programming, Go, fine arts, etc., at the press conference. At the same time, it highlighted its to B course platform-Youdao Youke, which provides quality transformation schemes for offline institutions, intends to further turn the steering wheel, withdraw from subject education and get closer to non-subject course products.</p><p>However, NetEase Youdao's previous quality education and B-end businesses relied heavily on government procurement. The profitability and scale possibility of related businesses have been criticized by the industry. Whether the subsequent related businesses can run through may still require policies. Further release benefits.</p><p><b>Under various challenges, NetEase's \"troika\" still has a long way to go to make further breakthroughs.</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d8e0305a87df45caf56132a277d0132","relate_stocks":{"NTES":"网易","QNETCN":"纳斯达克中美互联网老虎指数","09999":"网易-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139166217","content_text":"9月8日，腾讯、网易等重点网络游戏企业遭到约谈。第二天（9月9日），网易出品的重磅网游《哈利波特：魔法觉醒》上线全平台，力压腾讯的《王者荣耀》、《和平精英》等，登上畅销榜榜首。\n在监管的天花板越来越硬的当下，游戏行业的“内卷”也愈演愈烈，而相比根基更为深厚的行业老大腾讯，位居第二的网易的教育板块同样也面临调整，受到的冲击似乎更为严重。不久前，网易发布了其2021年Q2财报，增收不增利的数据表现透露出其面临的真实处境。\n2021年Q2财报显示，2021上半年，网易实现营收410亿元（人民币，下同），同比增长16.4%。但净利润方面没这么好看，归母净利润（GAAP）为79.8亿元，同比下滑 1.33%，Non-GAAP净利润为93亿元，同比下滑1.4%。\n截至2021年9月10日收盘，网易美股股价为88.45美元/股，市值为593.5亿美元，股价相比2021年2月的最高点133.98美元/股（前复权）已跌去近30%。作为昔日互联网时代国内四大巨头之一，网易如今和万亿市值的腾讯、阿里等已经逐步拉大距离。相比腾讯、阿里的多元化营收结构，游戏营收占比超七成的网易，在教育和游戏行业监管趋紧下，往后的日子该怎么过？\n/ 01 /\n净利润再下滑\n游戏增速放缓\n从2001年成立在线游戏事业部以来，网易一直位列国内游戏行业的前三。端游时代推出包括《大话西游》、《梦幻西游》在内的27款自研产品。2013年进入手游时代后，更是通过《梦幻西游》、《阴阳师》等爆款长线产品占据中国手游市场第二的位置。\n相比此前的高光时代，目前网易存量游戏的流水还在增长，但营收增速正在放缓。2021年Q2，网易实现营收205亿元，同比增长12.87%，环比持平。\n\n和营收大幅增长相对应的，是净利润大幅下滑。财报显示，公司Q2归母净利润为35.4亿元，同比下滑 21.95%，Non-GAAP 净利润为42.3亿元，同比下滑19.1%。如果从2020年Q3开始算，这已经是网易近一年内第三次出现净利润同比下滑。\n这种增收不增利的现象，主要归因于游戏业务的疲软。作为为公司贡献约七成收入的“现金牛”业务，网易的游戏业务不可避免受到监管影响。2021年以来，相关部门针对未成年人“游戏成瘾”推出了多项防沉迷措施和政策。比如8月30日下午，国家新闻出版署下发《关于进一步严格管理，切实防止未成年人沉迷网络游戏的通知》，规定所有网络游戏企业仅可在周五、周六、周日和法定节假日每日20时至21时向未成年人提供1小时服务，其他时间均不得以任何形式向未成年人提供网络游戏服务。\n财报显示，2021年Q2，网易游戏收入约为145亿元，同比增长5.1%。过去六个季度，网易游戏的营收同比增幅大多在10%到20%之间，这次是其同比增幅首次下滑至个位数。与此同时，Q2网易运营利润为37.58亿元，运营利润率为18%，同比也出现下滑。\n游戏行业是个更新迭代较快且竞争日趋白热化的行业，游戏巨头同样也承受着不小的自研焦虑。为此，网易正不断加大研发投入。财报显示，2021年Q2，网易的研发费用投入为34亿元，研发费用率同比提升3.36个百分点至16.6%。\n此外，值得注意的是，网易过去几年在出海方面的发力目前已经初见成效。据Sensor Tower发布的2021年7月中国手游发行商全球收入排行榜显示，网易排名第二。\n下半年，网易的新游储备包括《哈利波特：魔法觉醒》、《指环王战争崛起》（将于9月23日上线欧洲、美洲、大洋洲和东南亚）、《暗黑破坏神:不朽》、《倩女幽魂隐世录》及《超激斗梦境》等，这些新游上市的表现，或将很大程度上决定公司下个阶段的业绩。\n\n其中，9月9日全平台上线的《哈利波特：魔法觉醒》在全球顶级IP、游戏美术风格独特、剧情任务还原原著等元素加持下，一经上线便热度飙升，力压腾讯《王者荣耀》、《和平精英》一举登上畅销榜第一，既证明了自己有能力做好全球化大IP，也为下半年的网易带来了一个好兆头。\n/ 02 /\n教育调头\n在线音乐峰回路转\n除了游戏这个收入大头，网易还有两大业务：教育板块的网易有道，以及创新业务及其他（包括网易云音乐，网易新闻，网易邮箱，网易严选，CC 直播）。目前来看，这两块业务基本上也是机遇和挑战并存。\n先说网易有道。在线教育作为2020年风头无二的行业，在“双减”（减轻义务教育阶段学生作业负担和校外培训负担）等多项政策出台后，直接从爆发期进入了生死转折点。身处其中的网易有道，盈利模式未明，又逢政策巨变，亏损进一步扩大。\n财报显示，网易有道2021年Q2营收增长107.5%至13亿元，亏损也扩大103.4%至5.2亿元。从数据可以看出，营销费用高企是亏损扩大的主要原因之一：Q2其总营业费用高达9.7亿元，同比增长118.6%。\n网易有道业务分为在线课程、交互学习、智能硬件与在线学习工具四个板块。相比同行，网易有道的K12业务占比较低，大致占总营收的41.2%。同时，公司在成人教育、素质教育、智能硬件方面的布局也较早。为此，在“双减”新政冲击在线教育行业培训业务底层逻辑的大背景下，作为以明星硬件引流培训课程的先行者，网易有道被认为或能迎来新机遇。\n但网易有道的教育硬件能否独立盈利？目前看来可能并不容易。财报显示，Q2其硬件产品的销售收入为2亿元，仅略高于其1.8亿元的研发成本；作为词典笔等硬件捆绑的培训课程，其学习服务收入为9.2亿元，占有道营收的七成以上。\n而创新业务及其他方面，网易的一个重要的好消息是针对腾讯音乐的反垄断强监管推进两年，近日终于尘埃落定。2021年7月24日，国家市场监管总局向腾讯发出行政处罚书，腾讯五年前对中国音乐集团的股权收购案，构成违法实施经营者集中。根据这份行政处罚书，8月23日起，腾讯音乐拥有的全球三大唱片公司独家版权协议皆告作废。\n作为行业老二，网易云音乐成了独家版权模式终结最直接的受益者。财报显示，2021年Q2，网易云音乐业务首次实现季度正毛利润，该业务的好转带动同期公司创新业务及其他收入同比增长26%至47亿元，同时助力公司创新业务以及其他收入的毛利率环比提升4.9个百分点至19.3%。\n/ 03 /\n挑战重重\n网易不易\n虽说也有好消息，但网易的三大业务目前均面临着不小的挑战。\n先说最核心的游戏业务。作为老牌游戏大厂，网易目前“老二”的江湖地位虽然还在，但营收增速已经出现明显放缓趋势。\n内忧之下，外患也不少。近几年，随着后起之秀不断崛起，国内游戏行业的竞争正日趋激烈。比如，FunPlus、友塔网络、IGG等新兴游戏公司在出海手游开发商收入榜单中风头正盛；游戏界新贵米哈游近十年，每两三年就推出一款新品，市场表现几乎不曾失手；而推出《剑与远征》、《万国觉醒》等游戏的上海莉莉丝海外收入排名甚至一度超越网易。此外，阿里重振游戏业务，字节跳动等互联网巨头重金杀入游戏领域等，都进一步加剧了行业竞争的激烈程度。\n音乐板块方面，独家版权模式终结虽然给网易云音乐带来了利好，但从长远来看，网易云音乐需要解决的问题依然不少。\n首当其冲的是在线音乐行业的商业模式问题。此前，在线音乐行业由于各大平台长期竞争，形成了“相当烧钱”的版权购买模式，在此模式下的网易云音乐在商业化方面也一直难有太大突破。\n网易云音乐的招股书披露，公司每年都要支出超过16亿元的预付内容许可费，在2020年这部分费用达22.57亿元。如此模式下，2021年5月底，网易云音乐交出了一份三年经调整亏损高达49.62亿元的招股书，但通过港交所聆讯后决定暂缓上市。随着独家版权模式终结，网易云音乐多年未能扭亏的局面能否缓解？目前还未可知。\n而在教育方面，行业压力之下，多方向的转型部署已经迫在眉睫，网易有道也不例外。8月初，网易有道在发布会上曝光了包括少儿编程、围棋、美术等在内的多款素质教育产品，同时重点介绍了旗下为线下机构提供素质化转型方案的to B课程平台——有道优课，意在进一步调转方向盘，从学科类教育撤离，向非学科类课程产品进一步靠近。\n不过，网易有道此前的素质教育和B端业务对于政府采购的依赖较大，相关业务的盈利能力、规模化的可能性一直为行业诟病，随后的相关业务能否跑通，或仍需要政策端进一步释放利好。\n种种挑战之下，网易的“三驾马车”想要进一步突破，仍然任重道远。","news_type":1,"symbols_score_info":{"09999":0.9,"NTES":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883248265,"gmtCreate":1631248455057,"gmtModify":1676530508657,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883248265","repostId":"1143202458","repostType":4,"repost":{"id":"1143202458","kind":"news","pubTimestamp":1631245852,"share":"https://ttm.financial/m/news/1143202458?lang=en_US&edition=fundamental","pubTime":"2021-09-10 11:50","market":"us","language":"zh","title":"No. 1 in the industry, bottom in revenue, what does ZTO boss do?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143202458","media":"伯虎财经","summary":"快递服务升级，加盟商成了阻碍。\n\n除开互联网，快递是另外一个备受关注的行业，原因是这个行业涉及几百万快递小哥的共同富裕问题。\n在收到7部门联合发布的意见后，通达系和极兔6家公司集体宣布从9月1日起，快","content":"<p>The upgrade of express delivery services has become an obstacle to franchisees. In addition to the Internet, express delivery is another industry that has attracted much attention because this industry involves the common prosperity of millions of courier brothers.</p><p>After receiving the opinions jointly issued by seven departments, six companies, Tongda Department and Jitu, collectively announced that starting from September 1, the delivery fee of couriers will increase by 10 cents.</p><p>This 1 cent is related to<a href=\"https://laohu8.com/S/00700\">Tencent</a>Compared with Ali's 100 billion plan, it is like a drop in the bucket, accidentally revealing the \"gap between the rich and the poor\" between industries.</p><p>In September, after all express delivery companies issued their semi-annual reports, they discovered that there was a \"polarization between the rich and the poor\" not only between employees and the industry, but also in the industry-when all peers were losing money, Zhongtong became the first to be \"rich\".</p><p>As one of the latest enterprises in the \"Tonglu Gang\" to enter the express delivery industry, ZTO's market share has led the industry for five consecutive years. Is China's express delivery brother coming out?</p><p><b>The countdown of revenue, the market value exceeds the sum of Tongda systems</b></p><p>Zhongtong was established in 2002, only earlier than Baishi in the current Tongda department. At that time, Shentong, the big brother of the industry, had been established for 9 years.</p><p>This is also the legend of ZTO. As of September 9, ZTO's U.S. stock market value has reached 26 billion U.S. dollars, and Hong Kong stocks have reached 206.6 billion Hong Kong dollars. According to Tianyancha, Sequoia Capital,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Standard Chartered Bank, Hillhouse Capital, etc. are all shareholders behind it.</p><p><img src=\"https://static.tigerbbs.com/b706707c646104f9d3263e9d39861d95\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p><p>(Source of financing history: Tianyancha)</p><p>In comparison, STO is HK $11.5 billion and YTO is RMB 35.7 billion.<a href=\"https://laohu8.com/S/BSTI\">Best Logistics</a>$2.2 billion (<a href=\"https://laohu8.com/S/BEST\">Best Group</a>593 million US dollars), Yunda 51 billion yuan, which adds up to not as much as the market value of ZTO in the US stock market.<b>It can be seen that the secondary market has a favorable impression of ZTO.</b>Now, this goodwill is further improving.</p><p>According to data from the State Post Bureau, the express delivery volume in the first half of this year was 49.39 billion pieces, a year-on-year increase of 45.8%. Express delivery companies have also enjoyed the dividends of rapid growth, and the year-on-year growth rate of business volume is generally above 40%.</p><p>However, despite the growth of business volume, express delivery companies still lack profitability. Looking at the net profit after deducting non-attributable to the parent (compared with the net profit attributable to the parent, it can better reflect the profitability of the company), only Yunda and Yuantong have achieved positive returns of nearly 1 billion yuan, while other companies have negative numbers.</p><p>But ZTO, a company got 2.054 billion yuan, far behind its peers.</p><p><img src=\"https://static.tigerbbs.com/9329ed078dfa23a88c93182c35684f76\" tg-width=\"1000\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p>(Source: Double One Consulting)</p><p>Lai Meisong said that the main reason is that ZTO chose profitable parts and gave up low-priced loss-making parts.</p><p>However, this is not enough to explain how ZTO's 2 billion yuan came from. After all, ZTO, which has the largest market share, earned a net profit of 2 billion yuan in exchange for 10.2 billion pieces, while the second child Yunda only got 391 million yuan for 8.2 billion pieces. The former boss Shentong sent 4.8 billion pieces and lost 168 million.</p><p>Since the express delivery industry entered the stage led by e-commerce, the smoke of price war has become more and more intense. In order to seize the market, ZTO has filled the bottom line of price, which can be seen from the comparison of business volume and turnover data.</p><p>Take Best, which has the lowest market share in Tongda department, as an example. In the first half of the year, its business volume was 4 billion pieces and its revenue was 13.871 billion yuan; ZTO, which has won the first market share, has an order volume of 10.2 billion pieces and a revenue (13.798 billion yuan) that is actually less than Best. The only thing that ZTO surpassed was the former big brother Shentong.</p><p><img src=\"https://static.tigerbbs.com/b096dacf62c03c85ea8b236e2c69933d\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p>(Revenue of 8 express delivery companies in the first half of 2021 Source: China Economic Weekly)</p><p>If you want to analyze revenue, it is more related to business. For example, YTO, which had the fastest revenue growth in the first half of the year, mainly contributed from international business and air cargo. However, ZTO delivers mainly some e-commerce parts, with low unit prices and no delivery fees.</p><p>However, from the perspective of the secondary market, investors obviously do not recognize the logic of revenue. So what is the optimistic point of Zhongtong?</p><p><b>Take your destiny into your own hands</b></p><p>There is no doubt that the entry threshold of express delivery is very low.</p><p>At that time, seeing fellow villagers set up Shentong and Yuantong in Shanghai one by one, and achieved their own careers, Lai Meisong, who was engaged in timber business, also took out 500,000 yuan to join in.</p><p>Because to do this business, the difficulty of learning is low, that is, joining. At that time, Shentong established its position as a big brother in the express delivery industry through franchising. Even SF Express, which is now self-operated, established its position in the Pearl River Delta through franchisees.</p><p>Latecomers, Yuantong, Yunda, Zhongtong, just copy it. Anyway, at that time, the market was a blue ocean. However, Zhongtong can catch up from behind, which is somewhat different, thanks to Lai Meisong.</p><p>At the age of 17, Lai Meisong couldn't afford the tuition fee of 200 yuan, so he went to work in a factory. Later, he bought a loom with 6,800 yuan and started as an OEM, but then the market was not good and he lost money. This is the first time that Lai Meisong realized that \"fate is in his own hands.\"</p><p>Three years after the establishment of ZTO, direct sales were put on the agenda.<b>In 2005, Zhongtong took the lead in operating inter-provincial shuttle buses in Tongda Department, increased investment in sorting and trunk transportation, and engaged in direct sales mode.</b></p><p>But for ZTO, it is a reform, and for franchisees, it is the destruction of others' way of survival. At that time, because he saw the shortcomings of joining, Wang Wei also planned to make SF Express direct, but what he received was intimidation and threats.</p><p>Lai Meisong is not as absolute as Wang Wei. ZTO's direct sales reform is more about direct sales of intermediate links, and does not involve terminal delivery. Moreover, in the transshipment center, the cheese of the franchisees was not completely swallowed up, but the franchisees were allowed to join in through the joint-stock system, and the conflicts of interests were reconciled a lot.</p><p>However, this reform is only a preliminary exploration, and it didn't help Zhongtong much, or even a burden. For example, at that time, the industry was transporting by air and railway, and the inter-provincial shuttle bus made by Zhongtong required tolls, fuel costs, and transit fees. It was simply not enough, and the company had to pay it back.</p><p>However, this reform has laid the groundwork for ZTO's counterattack in the e-commerce era.</p><p>The service problem of joining has always been the pain point of Shentong, which has also caused Shentong to be slowly dragged down.</p><p>In 2014, the growth rate of e-commerce reached a peak, with the transaction volume reaching 16.39 trillion yuan, a year-on-year increase of 57.6%. But when e-commerce is developing rapidly, it is also a time when Shentong's complaint rate remains high.</p><p>This year, ZTO further carried out direct sales reform. In the past two years, 24 franchisee outlets have been acquired, and most of the transshipment centers and transportation trunk lines have been recycled.</p><p>By 2016, STO's market share had dropped from 20.4% in 2011 to 10.4%. On the other hand, Zhongtong won the first place with a share of 14.4%.</p><p>Although ZTO's direct sales are only semi-direct sales, the headquarters has the efficiency and cost control of intermediate links, so that even with such low revenue, it still has a net profit of 2 billion. This is one of the reasons why ZTO's performance in the secondary market is higher than that of Tongda.</p><p><b>Franchise outlets that explode from time to time</b></p><p>Since 2016, after ZTO won the first place in market share, this position seems to be firmly occupied.</p><p>What supports it is the moat that ZTO has been trying to build for many years, that is, self-operated heavy assets, including fleets and venues.</p><p>According to the financial report, as of June 30, ZTO had approximately 10,100 self-owned vehicles, of which approximately 8,150 were high-capacity models with a length of 15 to 17 meters. 96 sorting centers, 85 of which are operated by the company and 11 by the company's network partners.</p><p>The self-operated rate of Zhongtong's transshipment center exceeded 90% in 2017.</p><p>Recently, ZTO spent another 200 million yuan to register a real estate company. According to market speculation, it may be to establish its own logistics industrial park.</p><p>Seeing that the boss kept building the moat, the colleagues in the Tongda Department became anxious. The first is Shentong. In 2016, after being won by Zhongtong for the first time, it also continued to increase its self-employment rate. In March this year, Shentong had 68 transshipment centers, with a self-operated rate of 94%. As of the first half of the year, there were 3,532 self-operated trunk transportation fleets. In addition, Yunda and Yuantong are also purchasing their own vehicles.</p><p><b>What can be judged now is that it is already a trend for the express delivery industry to \"go to franchisees\" and expand self-operation. Behind this lies in the promotion of consumption upgrades-services must also be upgraded, and franchisees are an obstacle to service upgrades.</b></p><p>At that time, by virtue of its first-Mover advantage, Shentong quickly covered the market by developing the asset-light model of franchisees; However, in the second stage of the development of the express delivery industry, ZTO improved the transportation efficiency of intermediate links and won market share through the investment of self-operated assets.</p><p>However, whether it is Zhongtong or other Tongda departments, although they recognize the benefits of self-operation, they still face huge resistance from funds and franchisees' interests to cover all districts and counties across the country.</p><p>This also led to the incident of Zhongtong transporting live pets on May Day this year, and the problem that in Luyi County last year, the person in charge of the first-class outlet took dummies for security check.</p><p><img src=\"https://static.tigerbbs.com/5957874f2af5aa998a42767f8661a37f\" tg-width=\"876\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Source: Internet)</p><p>In addition, for Tongda Department, the most difficult part of service upgrade is the last mile, which is the key to service upgrade. In the environment of price war, there is still no antidote in the last mile, and it is a drop in the bucket by increasing the delivery fee of 10 cents for couriers.</p><p>The history of ZTO catching up from behind is the history of ZTO constantly building a moat. Lai Meisong has built an asset-heavy company integrating fleets and venues in an express delivery industry with a very low threshold. Although it faced financial pressure in the early stage, under the demand of service upgrades, it has built a line of defense with the original Tongda department, allowing it to Let your advantages last forever.</p><p>However, after all, ZTO's self-operation cannot compete with SF Express,<a href=\"https://laohu8.com/S/JD\">JD.com</a>In contrast, this kind of \"semi-finished product\" always discredits Zhongtong from time to time, and there is no good medicine on the most pressing last mile issue. Now, Zhongtong is sandwiched between SF Express and Tongda Department. On the one hand, it is worried that Tongda Department will catch up with itself; on the other hand, it feels that it is unrealistic to move closer to SF Express after all.</p><p>Lai Mei<a href=\"https://laohu8.com/S/PC\">Panasonic</a>How does one step take fate into his own hands?</p>","source":"lsy1620367939676","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>No. 1 in the industry, bottom in revenue, what does ZTO boss do?</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\">\nNo. 1 in the industry, bottom in revenue, what does ZTO boss do?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">伯虎财经</strong><span class=\"h-time small\">2021-09-10 11:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The upgrade of express delivery services has become an obstacle to franchisees. In addition to the Internet, express delivery is another industry that has attracted much attention because this industry involves the common prosperity of millions of courier brothers.</p><p>After receiving the opinions jointly issued by seven departments, six companies, Tongda Department and Jitu, collectively announced that starting from September 1, the delivery fee of couriers will increase by 10 cents.</p><p>This 1 cent is related to<a href=\"https://laohu8.com/S/00700\">Tencent</a>Compared with Ali's 100 billion plan, it is like a drop in the bucket, accidentally revealing the \"gap between the rich and the poor\" between industries.</p><p>In September, after all express delivery companies issued their semi-annual reports, they discovered that there was a \"polarization between the rich and the poor\" not only between employees and the industry, but also in the industry-when all peers were losing money, Zhongtong became the first to be \"rich\".</p><p>As one of the latest enterprises in the \"Tonglu Gang\" to enter the express delivery industry, ZTO's market share has led the industry for five consecutive years. Is China's express delivery brother coming out?</p><p><b>The countdown of revenue, the market value exceeds the sum of Tongda systems</b></p><p>Zhongtong was established in 2002, only earlier than Baishi in the current Tongda department. At that time, Shentong, the big brother of the industry, had been established for 9 years.</p><p>This is also the legend of ZTO. As of September 9, ZTO's U.S. stock market value has reached 26 billion U.S. dollars, and Hong Kong stocks have reached 206.6 billion Hong Kong dollars. According to Tianyancha, Sequoia Capital,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Standard Chartered Bank, Hillhouse Capital, etc. are all shareholders behind it.</p><p><img src=\"https://static.tigerbbs.com/b706707c646104f9d3263e9d39861d95\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p><p>(Source of financing history: Tianyancha)</p><p>In comparison, STO is HK $11.5 billion and YTO is RMB 35.7 billion.<a href=\"https://laohu8.com/S/BSTI\">Best Logistics</a>$2.2 billion (<a href=\"https://laohu8.com/S/BEST\">Best Group</a>593 million US dollars), Yunda 51 billion yuan, which adds up to not as much as the market value of ZTO in the US stock market.<b>It can be seen that the secondary market has a favorable impression of ZTO.</b>Now, this goodwill is further improving.</p><p>According to data from the State Post Bureau, the express delivery volume in the first half of this year was 49.39 billion pieces, a year-on-year increase of 45.8%. Express delivery companies have also enjoyed the dividends of rapid growth, and the year-on-year growth rate of business volume is generally above 40%.</p><p>However, despite the growth of business volume, express delivery companies still lack profitability. Looking at the net profit after deducting non-attributable to the parent (compared with the net profit attributable to the parent, it can better reflect the profitability of the company), only Yunda and Yuantong have achieved positive returns of nearly 1 billion yuan, while other companies have negative numbers.</p><p>But ZTO, a company got 2.054 billion yuan, far behind its peers.</p><p><img src=\"https://static.tigerbbs.com/9329ed078dfa23a88c93182c35684f76\" tg-width=\"1000\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p>(Source: Double One Consulting)</p><p>Lai Meisong said that the main reason is that ZTO chose profitable parts and gave up low-priced loss-making parts.</p><p>However, this is not enough to explain how ZTO's 2 billion yuan came from. After all, ZTO, which has the largest market share, earned a net profit of 2 billion yuan in exchange for 10.2 billion pieces, while the second child Yunda only got 391 million yuan for 8.2 billion pieces. The former boss Shentong sent 4.8 billion pieces and lost 168 million.</p><p>Since the express delivery industry entered the stage led by e-commerce, the smoke of price war has become more and more intense. In order to seize the market, ZTO has filled the bottom line of price, which can be seen from the comparison of business volume and turnover data.</p><p>Take Best, which has the lowest market share in Tongda department, as an example. In the first half of the year, its business volume was 4 billion pieces and its revenue was 13.871 billion yuan; ZTO, which has won the first market share, has an order volume of 10.2 billion pieces and a revenue (13.798 billion yuan) that is actually less than Best. The only thing that ZTO surpassed was the former big brother Shentong.</p><p><img src=\"https://static.tigerbbs.com/b096dacf62c03c85ea8b236e2c69933d\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p>(Revenue of 8 express delivery companies in the first half of 2021 Source: China Economic Weekly)</p><p>If you want to analyze revenue, it is more related to business. For example, YTO, which had the fastest revenue growth in the first half of the year, mainly contributed from international business and air cargo. However, ZTO delivers mainly some e-commerce parts, with low unit prices and no delivery fees.</p><p>However, from the perspective of the secondary market, investors obviously do not recognize the logic of revenue. So what is the optimistic point of Zhongtong?</p><p><b>Take your destiny into your own hands</b></p><p>There is no doubt that the entry threshold of express delivery is very low.</p><p>At that time, seeing fellow villagers set up Shentong and Yuantong in Shanghai one by one, and achieved their own careers, Lai Meisong, who was engaged in timber business, also took out 500,000 yuan to join in.</p><p>Because to do this business, the difficulty of learning is low, that is, joining. At that time, Shentong established its position as a big brother in the express delivery industry through franchising. Even SF Express, which is now self-operated, established its position in the Pearl River Delta through franchisees.</p><p>Latecomers, Yuantong, Yunda, Zhongtong, just copy it. Anyway, at that time, the market was a blue ocean. However, Zhongtong can catch up from behind, which is somewhat different, thanks to Lai Meisong.</p><p>At the age of 17, Lai Meisong couldn't afford the tuition fee of 200 yuan, so he went to work in a factory. Later, he bought a loom with 6,800 yuan and started as an OEM, but then the market was not good and he lost money. This is the first time that Lai Meisong realized that \"fate is in his own hands.\"</p><p>Three years after the establishment of ZTO, direct sales were put on the agenda.<b>In 2005, Zhongtong took the lead in operating inter-provincial shuttle buses in Tongda Department, increased investment in sorting and trunk transportation, and engaged in direct sales mode.</b></p><p>But for ZTO, it is a reform, and for franchisees, it is the destruction of others' way of survival. At that time, because he saw the shortcomings of joining, Wang Wei also planned to make SF Express direct, but what he received was intimidation and threats.</p><p>Lai Meisong is not as absolute as Wang Wei. ZTO's direct sales reform is more about direct sales of intermediate links, and does not involve terminal delivery. Moreover, in the transshipment center, the cheese of the franchisees was not completely swallowed up, but the franchisees were allowed to join in through the joint-stock system, and the conflicts of interests were reconciled a lot.</p><p>However, this reform is only a preliminary exploration, and it didn't help Zhongtong much, or even a burden. For example, at that time, the industry was transporting by air and railway, and the inter-provincial shuttle bus made by Zhongtong required tolls, fuel costs, and transit fees. It was simply not enough, and the company had to pay it back.</p><p>However, this reform has laid the groundwork for ZTO's counterattack in the e-commerce era.</p><p>The service problem of joining has always been the pain point of Shentong, which has also caused Shentong to be slowly dragged down.</p><p>In 2014, the growth rate of e-commerce reached a peak, with the transaction volume reaching 16.39 trillion yuan, a year-on-year increase of 57.6%. But when e-commerce is developing rapidly, it is also a time when Shentong's complaint rate remains high.</p><p>This year, ZTO further carried out direct sales reform. In the past two years, 24 franchisee outlets have been acquired, and most of the transshipment centers and transportation trunk lines have been recycled.</p><p>By 2016, STO's market share had dropped from 20.4% in 2011 to 10.4%. On the other hand, Zhongtong won the first place with a share of 14.4%.</p><p>Although ZTO's direct sales are only semi-direct sales, the headquarters has the efficiency and cost control of intermediate links, so that even with such low revenue, it still has a net profit of 2 billion. This is one of the reasons why ZTO's performance in the secondary market is higher than that of Tongda.</p><p><b>Franchise outlets that explode from time to time</b></p><p>Since 2016, after ZTO won the first place in market share, this position seems to be firmly occupied.</p><p>What supports it is the moat that ZTO has been trying to build for many years, that is, self-operated heavy assets, including fleets and venues.</p><p>According to the financial report, as of June 30, ZTO had approximately 10,100 self-owned vehicles, of which approximately 8,150 were high-capacity models with a length of 15 to 17 meters. 96 sorting centers, 85 of which are operated by the company and 11 by the company's network partners.</p><p>The self-operated rate of Zhongtong's transshipment center exceeded 90% in 2017.</p><p>Recently, ZTO spent another 200 million yuan to register a real estate company. According to market speculation, it may be to establish its own logistics industrial park.</p><p>Seeing that the boss kept building the moat, the colleagues in the Tongda Department became anxious. The first is Shentong. In 2016, after being won by Zhongtong for the first time, it also continued to increase its self-employment rate. In March this year, Shentong had 68 transshipment centers, with a self-operated rate of 94%. As of the first half of the year, there were 3,532 self-operated trunk transportation fleets. In addition, Yunda and Yuantong are also purchasing their own vehicles.</p><p><b>What can be judged now is that it is already a trend for the express delivery industry to \"go to franchisees\" and expand self-operation. Behind this lies in the promotion of consumption upgrades-services must also be upgraded, and franchisees are an obstacle to service upgrades.</b></p><p>At that time, by virtue of its first-Mover advantage, Shentong quickly covered the market by developing the asset-light model of franchisees; However, in the second stage of the development of the express delivery industry, ZTO improved the transportation efficiency of intermediate links and won market share through the investment of self-operated assets.</p><p>However, whether it is Zhongtong or other Tongda departments, although they recognize the benefits of self-operation, they still face huge resistance from funds and franchisees' interests to cover all districts and counties across the country.</p><p>This also led to the incident of Zhongtong transporting live pets on May Day this year, and the problem that in Luyi County last year, the person in charge of the first-class outlet took dummies for security check.</p><p><img src=\"https://static.tigerbbs.com/5957874f2af5aa998a42767f8661a37f\" tg-width=\"876\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Source: Internet)</p><p>In addition, for Tongda Department, the most difficult part of service upgrade is the last mile, which is the key to service upgrade. In the environment of price war, there is still no antidote in the last mile, and it is a drop in the bucket by increasing the delivery fee of 10 cents for couriers.</p><p>The history of ZTO catching up from behind is the history of ZTO constantly building a moat. Lai Meisong has built an asset-heavy company integrating fleets and venues in an express delivery industry with a very low threshold. Although it faced financial pressure in the early stage, under the demand of service upgrades, it has built a line of defense with the original Tongda department, allowing it to Let your advantages last forever.</p><p>However, after all, ZTO's self-operation cannot compete with SF Express,<a href=\"https://laohu8.com/S/JD\">JD.com</a>In contrast, this kind of \"semi-finished product\" always discredits Zhongtong from time to time, and there is no good medicine on the most pressing last mile issue. Now, Zhongtong is sandwiched between SF Express and Tongda Department. On the one hand, it is worried that Tongda Department will catch up with itself; on the other hand, it feels that it is unrealistic to move closer to SF Express after all.</p><p>Lai Mei<a href=\"https://laohu8.com/S/PC\">Panasonic</a>How does one step take fate into his own hands?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/nsBjd9QYunfmN6SS0zM1pg\">伯虎财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/04f9da5f3dc781793c54fc86eeccf87a","relate_stocks":{"02057":"中通快递-W","ZTO":"中通快递"},"source_url":"https://mp.weixin.qq.com/s/nsBjd9QYunfmN6SS0zM1pg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143202458","content_text":"快递服务升级，加盟商成了阻碍。\n\n除开互联网，快递是另外一个备受关注的行业，原因是这个行业涉及几百万快递小哥的共同富裕问题。\n在收到7部门联合发布的意见后，通达系和极兔6家公司集体宣布从9月1日起，快递员的派费提高1毛钱。\n这1毛钱与腾讯、阿里的千亿计划相比，如同九牛一毛，不小心透露了行业间的“贫富差距”。\n9月，在所有的快递公司都发完自己的半年报后，才发现，不仅员工和行业之间，就连业内都出现了“贫富分化”——当同行都在亏损的时候，中通成为最先“富裕”的那一个。\n作为“桐庐帮”里最晚进入快递行业的企业之一，如今，中通的市占率已经连续5年领跑行业。中国的快递一哥要出来了？\n营收倒数，市值超通达系总和\n中通成立于2002年，仅比现在通达系里的百世早，当时，行业的老大哥申通已经成立9年。\n这也是中通的传奇所在。截至9月9日，中通的美股市值已经有260亿美元，港股上2066亿港元。据天眼查显示，红杉资本、阿里巴巴、渣打银行、高瓴资本等都是背后的股东。\n\n（融资历程 图源：天眼查）\n相比之下，申通115亿港元，圆通357亿人民币，百世物流22亿美元（百世集团5.93亿美元），韵达510亿人民币，加起来没有中通在美股的市值多。可见，二级市场对于中通的好感度。现在，这种好感度正在进一步提升。\n据国家邮政局数据显示，今年上半年的快递量为493.9亿件，同比增长45.8%。快递公司也吃到了高速增长的红利，业务量的同比增速普遍在40%以上。\n不过，尽管业务量在增长，但是在盈利能力上，快递公司仍存不足。以扣非归母净利润看（相比归母净利润，更能反映企业的赚钱能力），只有韵达、圆通获得了近10亿元的正收益，其它的公司都是负数。\n但是中通，一个公司就拿到了20.54亿元，甩开同行一大截。\n\n（图源：双壹咨询）\n赖梅松说，主要是中通选择了盈利件，放弃了低价亏损件。\n但是，这并不足以解释中通这20亿元如何而来。毕竟，市场份额第一的中通，102亿件换来了20亿元的净利，而老二韵达82亿件却只有3.91亿元，曾经的老大申通，送了48亿件，亏了1.68亿。\n自从快递行业进入到电商引领的阶段后，价格战的硝烟就愈发浓烈。中通为了抢占市场，更是把价格的底线拉满，这点从业务量和营业额的数据对比上就可以一窥。\n以市场份额在通达系里倒数第一的百世为例，上半年，其业务量40亿件，营收138.71亿元；而拿下市场份额第一的中通，102亿件的单量，营收（137.98亿元）居然比百世少。中通唯一超过的还是曾经的老大哥申通。\n\n（8家快递公司2021上半年营收 图源：中国经济周刊）\n如果要分析营收，这更多跟业务有关，比如上半年营收增长最快的圆通，贡献主要来自国际业务和航空货运。但中通送的，主要是一些电商件，单价低，且不计算派费。\n但是，从二级市场上看，投资者显然不认营收的逻辑。那中通被看好的点在哪呢？\n把命运掌握在自己手上\n快递的入门门槛很低，这点无需质疑。\n当年，眼看着老乡一个个在上海建立了申通、圆通，成就自己的事业，做木材生意的赖梅松也掏出了50万加入进来。\n因为要做这门生意，学习的难度低，就是加盟。当时，申通通过加盟的方式在快递行业建立起老大哥的地位，就算是现在搞自营的顺丰，当年也是通过加盟商建立在珠三角的地位。\n后来者，圆通，韵达，中通，复制就行，反正那个时候，市场一片蓝海。但中通能后来居上，多少有点不一样的地方，这点要归功赖梅松。\n17岁的时候，赖梅松交不起200块钱的学费，去工厂打工，后来拿6800块买了一台织布机，做起了代工，但后来行情不好，亏了钱。这是赖梅松第一次意识到“命运要掌握在自己手上。”\n中通成立3年后，直营化提上日程。2005年，中通在通达系中率先运营省际班车，在分拣、干线运输领域加大投入，搞直营模式。\n但对于中通是改革，对加盟商来说，就是灭了人家的活路。当年，因为看到加盟的缺陷，王卫也准备把顺丰直营化，但收到的就是恐吓和威胁。\n赖梅松，并没有像王卫那么绝。中通的直营化改革，更多是对中间环节的直营，并不涉及终端派送。而且在转运中心，也没有彻底吞掉加盟商的奶酪，而是通过股份制的方式让加盟商加入进来，利益矛盾也调和了不少。\n但这次改革仅仅是初步探索而已，没有帮助中通多少，甚至是一种负担，比如当时行业都在用航空和铁路运输，中通做的省际班车，需要的路费和油费，中转费根本不够用，还要公司倒贴。\n但是这次改革，却为中通在电商时代的逆袭埋下伏笔。\n加盟的服务问题，一直是申通的痛处所在，这也使得申通慢慢被拖累。\n2014年，电商的增长速度达到一个峰值，交易额达16.39万亿元，同比增长57.6%。但在电商高速发展的时候，也是申通投诉率居高不下的时候。\n而这一年，中通又进一步进行直营改革。两年间，收购了24个加盟商网点，回收大部分转运中心及运输干线。\n到了2016年，申通的市场份额从2011年的20.4%下滑到了10.4%。另一边，中通以14.4%的份额拿下第一。\n尽管中通的直营只是半直营，但总部有了中间环节的效率和成本把控，以至于在营收这么低的情况下，仍有20亿的净利润。这也是中通在二级市场的表现高于通达系的原因之一。\n时不时爆点的加盟网点\n自2016年开始，中通拿下市场份额第一后，这个位置似乎就被牢牢占据。\n支撑着它的，就是多年来，中通一直试图建立的护城河，即自营重资产，包括车队，场地。\n根据财报，截至6月30日，中通约有1.01万辆自有车辆，其中约8150辆为车长15至17米的高运力车型。96个分拣中心，其中85个由公司运营，11个由公司网络合作伙伴运营。\n中通的转运中心，在2017年自营率就超过9成。\n最近，中通又花了2亿注册了一个房地产公司，根据市场推测，可能是要建立自己的物流产业园。\n通达系同行眼看老大不断建筑护城河，自己也着急起来。首先是申通，2016年，在第一被中通拿下后，自己也不断增大自营率。今年3月，申通拥有转运中心68个，自营率为94%，截至上半年，自营的干线运输车队有3532辆。此外，韵达和圆通等也在添置自有车辆。\n现在可以判断的是，快递行业“去加盟商”，扩大自营已经是一个趋势。这背后在于消费升级的推动——服务肯定也要升级，而加盟商就是服务升级的一个阻碍。\n当年申通凭借先发优势，通过发展加盟商的轻资产模式，很快覆盖市场；但到了快递行业发展的第二阶段，中通通过自营资产的投入，改善了中间环节的运输效率，夺得了市场份额。\n但是不管是中通还是其它通达系，尽管认识到自营的好处，但是要把自营的模式覆盖全国各个区县，仍然面临资金和加盟商利益的巨大阻力。\n这也就导致了今年五一发生的中通运输活体宠物的事件，以及去年在鹿邑县，一级网点的负责人拿假人做安检的问题。\n\n（图源：网络）\n此外，对于通达系来说，服务升级的最艰难一环，还是最后一公里，这才是服务升级的关键所在。在价格战的环境下，最后一公里仍然看不到有何解药，通过给快递员提高的1毛钱派费，更是杯水车薪。\n中通后来居上的历史，就是中通不断建立护城河的历史。赖梅松在一个门槛很低的快递行业，建成了一个集车队、场地的重资产公司，虽然在早期面临资金压力，但是在服务升级的需求下，却与原来的通达系构筑了一道防线，得以让自己的优势长存。\n但是，中通的自营终究无法和顺丰、京东相比，这种“半成品”总会时不时给中通抹黑，在最紧迫的最后一公里问题上，也不见良药。现在，中通夹在顺丰和通达系之间，一方面担心通达系赶上自己，另一方面，又觉得向顺丰靠拢终究不现实。\n赖梅松下一步要怎么把命运掌握在自己手里？","news_type":1,"symbols_score_info":{"02057":0.9,"ZTO":0.9}},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883330934,"gmtCreate":1631200406828,"gmtModify":1676530495768,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883330934","repostId":"2166335310","repostType":4,"repost":{"id":"2166335310","kind":"news","pubTimestamp":1631198710,"share":"https://ttm.financial/m/news/2166335310?lang=en_US&edition=fundamental","pubTime":"2021-09-09 22:45","market":"hk","language":"zh","title":"August new energy vehicle monthly exam report card: electric up, fuel down","url":"https://stock-news.laohu8.com/highlight/detail?id=2166335310","media":"格隆汇","summary":"超预期的销量和渗透率\n昨日盘后乘联会放出8月的最新汽车销量数据，新能源乘用车批发销量30.4万辆，同比增长202.3%，环比增长23.7%，1-8月新能源乘用车批发164.3万辆，同比增长222.5%","content":"<p><h3><b>Sales volume and penetration exceeded expectations</b></h3>Yesterday, after-hours, the Passenger Car Association released the latest car sales data for August. The wholesale sales of new energy passenger vehicles were 304,000 units, a year-on-year increase of 202.3% and a month-on-month increase of 23.7%. From January to August, the wholesale sales of new energy passenger vehicles were 1.643 million units. A year-on-year increase of 222.5%. Affected by the shortage of cores, the market has low expectations for domestic sales in August, but the actual sales performance is strong, with the wholesale end increasing by 24% month-on-month and the retail end increasing by 12% month-on-month. The sales data once again proves the high prosperity of the entire industry.</p><p>The automobile industry generally has a saying of Golden Nine and Silver Ten, that is, the sales volume in the fourth quarter will be better than the first three quarters. According to the sales data from January to August, it is predicted that the domestic sales volume of new energy vehicles in 2021 will be 3 million units, and if the forecast is more optimistic, it may fall around 3.1-3.2 million units. The sales forecast of 2 million vehicles of the Passenger Car Association at the beginning of the year has been raised by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/21515ad1b95431cc42358727f6575a23\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p>After talking about sales, let's take a look at the penetration rate that we are most concerned about. The penetration rate of new energy vehicles from January to August was 12.8%. The penetration rate (wholesale volume data) reached 20.1% in August, and the penetration rate in July was 16.32%. The penetration rate increased significantly from the previous month. At the same time, this is also the first time that the domestic penetration rate of new energy vehicles has exceeded 20%. After a year of slow climbing, the penetration rate began to enter an accelerated stage. Some securities firms in the market boldly predict that achieving a penetration rate of 25% may not be in 2025, but is likely to come earlier in 2022.</p><p><img src=\"https://static.tigerbbs.com/55fac2c98931b681c05017ea0a5bfac0\" tg-width=\"1080\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the penetration rate of new energy vehicles in Europe reached 28% in Germany in August, 20% in France, and 18% in the United Kingdom. The double acceleration of market penetration in China and Europe once again proves that electrification is the general trend.</p><p><h3><b>Electric/fuel runs the opposite direction</b></h3>Compared with electric vehicles whose sales and penetration rates have skyrocketed, the overall automobile market is less favored by consumers.</p><p><img src=\"https://static.tigerbbs.com/ed15b297863bc08ec310451a0a6cf3c2\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p>In August 2021, the retail sales of the passenger car market reached 1.453 million units, a year-on-year decrease of 14.7%, and a decrease of 7% compared with August 2019, indicating a weak growth rate. Retail sales in August fell by 3.3% month-on-month, which is extremely sluggish compared with the positive month-on-month growth in the range of 6-10% in previous years. Except for the special factor of July of the 2008 Beijing Olympic Games, there has been no month-on-month decline in August in the history of China's auto market this century. At the same time, this is the third consecutive time this year, and passenger car sales have declined month-on-month.</p><p>The overall growth rate of passenger cars in August was lower than that in July, mainly due to the impact of chip supply. At present, Malaysia's packaging and testing production line is recovering, and the latest situation is about to return to 80-90% of production capacity, which is expected to be fully recovered in September.</p><p>Even if the chip problem is solved, it may still not be able to solve the sluggish growth rate or even negative growth of the traditional automobile market, because in the current automobile market dominated by fuel vehicle sales, electric vehicles are conquering cities and territories, and the industry has become an upward trend for electric vehicles. The downward trend of vehicles.</p><p>Judging from the sales growth in the past four years, the increase in electric vehicles is not obvious due to the reduction of subsidies and the clearance of industries in 2018-2019; In early 2020, due to the epidemic, sales in the first half of the year were unsatisfactory, but the industry has emerged<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Model 3,<a href=\"https://laohu8.com/S/002594\">BYD</a>With popular cars such as Han, Great Wall Euler, and Wuling Hongguang Mini, coupled with the help of new force Wei Xiaoli, 2020 can be called China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The year of the rise of automobiles.</p><p><img src=\"https://static.tigerbbs.com/8f2f41d6a67b167ee898e19c71f0754e\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p>Then 2021 may be the year when the growth of the new energy vehicle industry begins. Whether it is a new force or an independent car company, it has begun to show the momentum of a hundred flowers blooming.</p><p><h3><b>Car company monthly test results</b></h3>Companies whose wholesale sales of new energy passenger vehicle manufacturers exceeded 10,000 units in August include:<a href=\"https://laohu8.com/S/002594\">BYD</a>60,800 vehicles,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>China has 44,300 vehicles, SAIC-GM-Wuling has 43,800 vehicles, SAIC Passenger Cars has 17,000 vehicles, and GAC Aian has 11,600 vehicles. At the OEM,<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>Sales were 453,000,-10% year-on-year.<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Sales were 88,000,-22% year-on-year.<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>Sales volume was 86,000 vehicles, BYD 68,000 vehicles,<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>74,000 vehicles.</p><p><img src=\"https://img3.gelonghui.com/a8333-2277772b-d04e-4b8f-8671-e4f5a3fee737.jpg\" tg-width=\"1080\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p><p>It is worth mentioning that BYD's new energy passenger vehicle sales hit a record high in August, reaching 67,630 units, a year-on-year increase of 331.9% and a month-on-month increase of 21%. Among them, 30,126 DM models were sold, and 30,382 pure electric models were sold. Electric vehicle sales were 60,508 units; Fuel vehicle sales were 7,122 units.</p><p><img src=\"https://static.tigerbbs.com/8642fe4d843f345e7b6a240237516fe6\" tg-width=\"1080\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>In August, BYD's new energy passenger vehicle sales share reached 88.29%. At the recent BYD mid-term report meeting, the company internally revealed that the sales guidance of new energy vehicles in 2021 is 800,000 units, that is, 600,000 new energy vehicles are expected to be delivered, and there are more than 100,000 fuel vehicles. 2022 sales guidance is 1.5 million vehicles. The sales guidance exceeded market expectations. It can be seen that BYD has no hesitation in transforming from a traditional car company to a new energy car company, and the transformation is more crisp and neat than other domestic independent and traditional car companies.</p><p>On the other hand,<a href=\"https://laohu8.com/S/02333\">Great Wall Motors</a>Sales in August were 74,257 vehicles, a year-on-year decrease of 16.98%. Cumulative sales from January to August reached 784,000 vehicles, a year-on-year increase of 39.3%. Among them, the sales volume of the Euler brand was 12,000 vehicles, a year-on-year increase of 153.7%. Except for the Euler series, other brands all experienced year-on-year declines. Although Great Wall has tried its best to ensure the supply of new energy vehicles, the production capacity has been transferred to Euler. It can be seen that the impact of core shortages and production cuts by parts suppliers on sales. Euler's new energy vehicles have returned to the scale of more than 10,000 units, but the high sales of Great Wall's fuel vehicles, especially the Haval series and tanks, are somewhat overwhelming. How to speed up the transformation of the proportion of new energy vehicles is a problem that traditional car manufacturers need to face together.</p><p><img src=\"https://static.tigerbbs.com/14d8c9337e858d68fe30b52bb3c490d0\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p><p>In addition to independent and traditional car companies, new forces also performed well. In August<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Sales reached 9,433 vehicles, a month-on-month increase of 6.92% compared with July, continuing to exceed expectations. Production and sales do not seem to be suppressed by chips. Cumulative sales in the first eight months of this year were 48,176 vehicles.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Sales in August were 5,880 vehicles, a year-on-year increase of 157.4%. Sales in the first eight months of this year reached 55,767 vehicles. The decline in sales in August was mainly affected by overseas chips. XPeng delivered 7,214 vehicles in August<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cars, a year-on-year increase of 172%. Since 2021, the cumulative delivery volume has reached 45,992 vehicles, a year-on-year increase of 334%. The month-on-month decline in sales volume was mainly due to the switching of the G3 production line to the mid-term facelift version of the G3i in August, which affected some planned deliveries of the G3 in August. Deliveries are scheduled to begin in September 2021 for the G3i and in October for the P5.</p><p>Comparing the data of car companies, it can be seen that even in the poor environment in August, the sales of new energy vehicles by domestic car companies have not diminished, with production and sales exceeding expectations and an increase from the previous month. OEMs are obviously ensuring the supply of new energy vehicles. It is estimated that domestic sales of new energy passenger vehicles will reach 2.814 million and 4.07 million units this year and next year. After adding commercial vehicles, the total sales will be 2.96 million and 4.22 million units, and the global sales will be 5.76 million and 8.18 million units.</p><p><h3><b>What do you need to pay attention to during Golden September and Silver Ten?</b></h3>If from the perspective of supply and demand, downstream electric vehicle sales are the underlying logic that drives the high growth rate of the industry, then it is derived from the downstream upward in turn.</p><p>1. Downstream car companies:<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The independent rise brought about by electric power and the supply cycle brought about by technology drive are the core logic.</p><p><b>BYD:</b>Accelerate the electrification transformation, have a new electric platform e3.0, and release new ocean series models. The company is ushering in a valuation revaluation. At the same time, it is expected that BYD's installed capacity of power batteries will reach 35GWh this year, and it is expected that the installed capacity of power batteries will still reach a growth rate of more than 100% in 2022.</p><p><b><a href=\"https://laohu8.com/S/601238\">GAC Group</a>：</b>In the first eight months of 2021, GAC Aian's cumulative sales reached 65,200 vehicles, a year-on-year increase of 111.3%. Shadow Leopard, GS8, GM8, Senna, Guangzhou Honda INTEGRA and many other new cars are waiting to be launched. GAC Aian released super-speed battery technology and A480 supercharging pile at the end of August, increasing the cruising range by 200 kilometers after 5 minutes of charging. Mass production of overcharging technology will begin in September. GAC Aian's battery and charging pile technology is expected to promote the volume of new models and further enhance the company's competitiveness in the field of electric vehicles.</p><p>2. Midstream battery and four major materials companies: optimistic about the links that are most sensitive to demand and in short supply.</p><p>The most scarce copper foil sector from the second half of the year to next year<b><a href=\"https://laohu8.com/S/600110\">Nord Shares</a>、<a href=\"https://laohu8.com/S/688388\">Jiayuan Technology</a></b>。 The market price of copper foil has risen, and leading companies are still basically at full capacity. Downstream demand has increased, but upstream equipment supply and environmental impact assessment have limited the expansion speed of copper foil production capacity. In the next two years, the tightness between supply and demand may further intensify, and copper foil profits will continue to climb.</p><p>Secondly, the diaphragm that will be in short supply next year and the most in short supply the year after next<b><a href=\"https://laohu8.com/S/002812\">Enjie shares</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a></b>(Small factories may have begun to raise prices). And the shortage of graphitization (technology improvement/power rationing and other issues)<b><a href=\"https://laohu8.com/S/603659\">Putilai</a></b>, electrolyte supply gap (hexafluoro/solvent price continues to rise)<b><a href=\"https://laohu8.com/S/002709\">Godsend Materials</a></b>。</p><p>3. Upstream lithium mining companies: Lithium mining resources are scarce, the mismatch between upstream supply and demand is prolonged, and there are not many economical ore resources that can be explored in the world.</p><p>As of September 1, 2021, the price of LC2110 lithium carbonate futures in Wuxi electronic trading has reached 153,000 yuan/ton, a new high this year; Assuming that the spot price of lithium salt rises to the futures price of 150,000 yuan/ton, for the lithium salt production line with self-sufficiency in resources, the net profit per ton is expected to rise to more than 70,000 yuan, that is, 10,000 tons of lithium salt production capacity corresponds to 700 million net profit, based on 30 times PE, the market value corresponding to 10,000 tons of lithium salt production capacity will rise to more than 21 billion.</p><p><b><a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a></b>: The long-term equity production capacity is 44,800 tons (Shehong, Sichuan, Zhangjiagang, Jiangsu and Tongliang production bases in Chongqing) + 48,000 tons (Kwinana, Australia), and the corresponding equity production capacity is expected to be 89,000 tons by the end of 2023; Coupled with SQM's corresponding equity production capacity of nearly 50,000 tons, the company's total planned lithium salt equity production capacity reaches 139,000 tons. The self-sufficiency rate in 2023 will be about 94%, and the corresponding market value will be about 280 billion yuan.</p><p>On the whole, the further upstream you go, the greater the elasticity of demand; And the further upstream it goes, the higher the profits the company can obtain (after all, it is difficult to expand the production of the mine, and where it is stuck, it will have a greater say). However, in the market's entire new energy vehicle segment, funds are rotating, and all parts will have opportunities under the Golden September and Silver October market.</p>","source":"stock_gelonghui","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>August new energy vehicle monthly exam report card: electric up, fuel down</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\">\nAugust new energy vehicle monthly exam report card: electric up, fuel down\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-09-09 22:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><h3><b>Sales volume and penetration exceeded expectations</b></h3>Yesterday, after-hours, the Passenger Car Association released the latest car sales data for August. The wholesale sales of new energy passenger vehicles were 304,000 units, a year-on-year increase of 202.3% and a month-on-month increase of 23.7%. From January to August, the wholesale sales of new energy passenger vehicles were 1.643 million units. A year-on-year increase of 222.5%. Affected by the shortage of cores, the market has low expectations for domestic sales in August, but the actual sales performance is strong, with the wholesale end increasing by 24% month-on-month and the retail end increasing by 12% month-on-month. The sales data once again proves the high prosperity of the entire industry.</p><p>The automobile industry generally has a saying of Golden Nine and Silver Ten, that is, the sales volume in the fourth quarter will be better than the first three quarters. According to the sales data from January to August, it is predicted that the domestic sales volume of new energy vehicles in 2021 will be 3 million units, and if the forecast is more optimistic, it may fall around 3.1-3.2 million units. The sales forecast of 2 million vehicles of the Passenger Car Association at the beginning of the year has been raised by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/21515ad1b95431cc42358727f6575a23\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p>After talking about sales, let's take a look at the penetration rate that we are most concerned about. The penetration rate of new energy vehicles from January to August was 12.8%. The penetration rate (wholesale volume data) reached 20.1% in August, and the penetration rate in July was 16.32%. The penetration rate increased significantly from the previous month. At the same time, this is also the first time that the domestic penetration rate of new energy vehicles has exceeded 20%. After a year of slow climbing, the penetration rate began to enter an accelerated stage. Some securities firms in the market boldly predict that achieving a penetration rate of 25% may not be in 2025, but is likely to come earlier in 2022.</p><p><img src=\"https://static.tigerbbs.com/55fac2c98931b681c05017ea0a5bfac0\" tg-width=\"1080\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the penetration rate of new energy vehicles in Europe reached 28% in Germany in August, 20% in France, and 18% in the United Kingdom. The double acceleration of market penetration in China and Europe once again proves that electrification is the general trend.</p><p><h3><b>Electric/fuel runs the opposite direction</b></h3>Compared with electric vehicles whose sales and penetration rates have skyrocketed, the overall automobile market is less favored by consumers.</p><p><img src=\"https://static.tigerbbs.com/ed15b297863bc08ec310451a0a6cf3c2\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p>In August 2021, the retail sales of the passenger car market reached 1.453 million units, a year-on-year decrease of 14.7%, and a decrease of 7% compared with August 2019, indicating a weak growth rate. Retail sales in August fell by 3.3% month-on-month, which is extremely sluggish compared with the positive month-on-month growth in the range of 6-10% in previous years. Except for the special factor of July of the 2008 Beijing Olympic Games, there has been no month-on-month decline in August in the history of China's auto market this century. At the same time, this is the third consecutive time this year, and passenger car sales have declined month-on-month.</p><p>The overall growth rate of passenger cars in August was lower than that in July, mainly due to the impact of chip supply. At present, Malaysia's packaging and testing production line is recovering, and the latest situation is about to return to 80-90% of production capacity, which is expected to be fully recovered in September.</p><p>Even if the chip problem is solved, it may still not be able to solve the sluggish growth rate or even negative growth of the traditional automobile market, because in the current automobile market dominated by fuel vehicle sales, electric vehicles are conquering cities and territories, and the industry has become an upward trend for electric vehicles. The downward trend of vehicles.</p><p>Judging from the sales growth in the past four years, the increase in electric vehicles is not obvious due to the reduction of subsidies and the clearance of industries in 2018-2019; In early 2020, due to the epidemic, sales in the first half of the year were unsatisfactory, but the industry has emerged<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Model 3,<a href=\"https://laohu8.com/S/002594\">BYD</a>With popular cars such as Han, Great Wall Euler, and Wuling Hongguang Mini, coupled with the help of new force Wei Xiaoli, 2020 can be called China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The year of the rise of automobiles.</p><p><img src=\"https://static.tigerbbs.com/8f2f41d6a67b167ee898e19c71f0754e\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p>Then 2021 may be the year when the growth of the new energy vehicle industry begins. Whether it is a new force or an independent car company, it has begun to show the momentum of a hundred flowers blooming.</p><p><h3><b>Car company monthly test results</b></h3>Companies whose wholesale sales of new energy passenger vehicle manufacturers exceeded 10,000 units in August include:<a href=\"https://laohu8.com/S/002594\">BYD</a>60,800 vehicles,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>China has 44,300 vehicles, SAIC-GM-Wuling has 43,800 vehicles, SAIC Passenger Cars has 17,000 vehicles, and GAC Aian has 11,600 vehicles. At the OEM,<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>Sales were 453,000,-10% year-on-year.<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Sales were 88,000,-22% year-on-year.<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>Sales volume was 86,000 vehicles, BYD 68,000 vehicles,<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>74,000 vehicles.</p><p><img src=\"https://img3.gelonghui.com/a8333-2277772b-d04e-4b8f-8671-e4f5a3fee737.jpg\" tg-width=\"1080\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p><p>It is worth mentioning that BYD's new energy passenger vehicle sales hit a record high in August, reaching 67,630 units, a year-on-year increase of 331.9% and a month-on-month increase of 21%. Among them, 30,126 DM models were sold, and 30,382 pure electric models were sold. Electric vehicle sales were 60,508 units; Fuel vehicle sales were 7,122 units.</p><p><img src=\"https://static.tigerbbs.com/8642fe4d843f345e7b6a240237516fe6\" tg-width=\"1080\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>In August, BYD's new energy passenger vehicle sales share reached 88.29%. At the recent BYD mid-term report meeting, the company internally revealed that the sales guidance of new energy vehicles in 2021 is 800,000 units, that is, 600,000 new energy vehicles are expected to be delivered, and there are more than 100,000 fuel vehicles. 2022 sales guidance is 1.5 million vehicles. The sales guidance exceeded market expectations. It can be seen that BYD has no hesitation in transforming from a traditional car company to a new energy car company, and the transformation is more crisp and neat than other domestic independent and traditional car companies.</p><p>On the other hand,<a href=\"https://laohu8.com/S/02333\">Great Wall Motors</a>Sales in August were 74,257 vehicles, a year-on-year decrease of 16.98%. Cumulative sales from January to August reached 784,000 vehicles, a year-on-year increase of 39.3%. Among them, the sales volume of the Euler brand was 12,000 vehicles, a year-on-year increase of 153.7%. Except for the Euler series, other brands all experienced year-on-year declines. Although Great Wall has tried its best to ensure the supply of new energy vehicles, the production capacity has been transferred to Euler. It can be seen that the impact of core shortages and production cuts by parts suppliers on sales. Euler's new energy vehicles have returned to the scale of more than 10,000 units, but the high sales of Great Wall's fuel vehicles, especially the Haval series and tanks, are somewhat overwhelming. How to speed up the transformation of the proportion of new energy vehicles is a problem that traditional car manufacturers need to face together.</p><p><img src=\"https://static.tigerbbs.com/14d8c9337e858d68fe30b52bb3c490d0\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p><p>In addition to independent and traditional car companies, new forces also performed well. In August<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Sales reached 9,433 vehicles, a month-on-month increase of 6.92% compared with July, continuing to exceed expectations. Production and sales do not seem to be suppressed by chips. Cumulative sales in the first eight months of this year were 48,176 vehicles.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Sales in August were 5,880 vehicles, a year-on-year increase of 157.4%. Sales in the first eight months of this year reached 55,767 vehicles. The decline in sales in August was mainly affected by overseas chips. XPeng delivered 7,214 vehicles in August<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cars, a year-on-year increase of 172%. Since 2021, the cumulative delivery volume has reached 45,992 vehicles, a year-on-year increase of 334%. The month-on-month decline in sales volume was mainly due to the switching of the G3 production line to the mid-term facelift version of the G3i in August, which affected some planned deliveries of the G3 in August. Deliveries are scheduled to begin in September 2021 for the G3i and in October for the P5.</p><p>Comparing the data of car companies, it can be seen that even in the poor environment in August, the sales of new energy vehicles by domestic car companies have not diminished, with production and sales exceeding expectations and an increase from the previous month. OEMs are obviously ensuring the supply of new energy vehicles. It is estimated that domestic sales of new energy passenger vehicles will reach 2.814 million and 4.07 million units this year and next year. After adding commercial vehicles, the total sales will be 2.96 million and 4.22 million units, and the global sales will be 5.76 million and 8.18 million units.</p><p><h3><b>What do you need to pay attention to during Golden September and Silver Ten?</b></h3>If from the perspective of supply and demand, downstream electric vehicle sales are the underlying logic that drives the high growth rate of the industry, then it is derived from the downstream upward in turn.</p><p>1. Downstream car companies:<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The independent rise brought about by electric power and the supply cycle brought about by technology drive are the core logic.</p><p><b>BYD:</b>Accelerate the electrification transformation, have a new electric platform e3.0, and release new ocean series models. The company is ushering in a valuation revaluation. At the same time, it is expected that BYD's installed capacity of power batteries will reach 35GWh this year, and it is expected that the installed capacity of power batteries will still reach a growth rate of more than 100% in 2022.</p><p><b><a href=\"https://laohu8.com/S/601238\">GAC Group</a>：</b>In the first eight months of 2021, GAC Aian's cumulative sales reached 65,200 vehicles, a year-on-year increase of 111.3%. Shadow Leopard, GS8, GM8, Senna, Guangzhou Honda INTEGRA and many other new cars are waiting to be launched. GAC Aian released super-speed battery technology and A480 supercharging pile at the end of August, increasing the cruising range by 200 kilometers after 5 minutes of charging. Mass production of overcharging technology will begin in September. GAC Aian's battery and charging pile technology is expected to promote the volume of new models and further enhance the company's competitiveness in the field of electric vehicles.</p><p>2. Midstream battery and four major materials companies: optimistic about the links that are most sensitive to demand and in short supply.</p><p>The most scarce copper foil sector from the second half of the year to next year<b><a href=\"https://laohu8.com/S/600110\">Nord Shares</a>、<a href=\"https://laohu8.com/S/688388\">Jiayuan Technology</a></b>。 The market price of copper foil has risen, and leading companies are still basically at full capacity. Downstream demand has increased, but upstream equipment supply and environmental impact assessment have limited the expansion speed of copper foil production capacity. In the next two years, the tightness between supply and demand may further intensify, and copper foil profits will continue to climb.</p><p>Secondly, the diaphragm that will be in short supply next year and the most in short supply the year after next<b><a href=\"https://laohu8.com/S/002812\">Enjie shares</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a></b>(Small factories may have begun to raise prices). And the shortage of graphitization (technology improvement/power rationing and other issues)<b><a href=\"https://laohu8.com/S/603659\">Putilai</a></b>, electrolyte supply gap (hexafluoro/solvent price continues to rise)<b><a href=\"https://laohu8.com/S/002709\">Godsend Materials</a></b>。</p><p>3. Upstream lithium mining companies: Lithium mining resources are scarce, the mismatch between upstream supply and demand is prolonged, and there are not many economical ore resources that can be explored in the world.</p><p>As of September 1, 2021, the price of LC2110 lithium carbonate futures in Wuxi electronic trading has reached 153,000 yuan/ton, a new high this year; Assuming that the spot price of lithium salt rises to the futures price of 150,000 yuan/ton, for the lithium salt production line with self-sufficiency in resources, the net profit per ton is expected to rise to more than 70,000 yuan, that is, 10,000 tons of lithium salt production capacity corresponds to 700 million net profit, based on 30 times PE, the market value corresponding to 10,000 tons of lithium salt production capacity will rise to more than 21 billion.</p><p><b><a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a></b>: The long-term equity production capacity is 44,800 tons (Shehong, Sichuan, Zhangjiagang, Jiangsu and Tongliang production bases in Chongqing) + 48,000 tons (Kwinana, Australia), and the corresponding equity production capacity is expected to be 89,000 tons by the end of 2023; Coupled with SQM's corresponding equity production capacity of nearly 50,000 tons, the company's total planned lithium salt equity production capacity reaches 139,000 tons. The self-sufficiency rate in 2023 will be about 94%, and the corresponding market value will be about 280 billion yuan.</p><p>On the whole, the further upstream you go, the greater the elasticity of demand; And the further upstream it goes, the higher the profits the company can obtain (after all, it is difficult to expand the production of the mine, and where it is stuck, it will have a greater say). However, in the market's entire new energy vehicle segment, funds are rotating, and all parts will have opportunities under the Golden September and Silver October market.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/486093\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0e74fc4bd3f324708cde2effd696613","relate_stocks":{"002594":"比亚迪","TSLA":"特斯拉"},"source_url":"https://www.gelonghui.com/p/486093","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166335310","content_text":"超预期的销量和渗透率\n昨日盘后乘联会放出8月的最新汽车销量数据，新能源乘用车批发销量30.4万辆，同比增长202.3%，环比增长23.7%，1-8月新能源乘用车批发164.3万辆，同比增长222.5%。在缺芯的影响下，市场对8月国内销量预期较低，而实际销量表现强劲，批发端环比提升24%，零售端环比提升12%。销量数据再次证明了整个行业的高景气度。\n汽车行业一般有金九银十的说法，即四季度的销量会比前三季度要更好，通过1-8月的销量数据推测，2021年全年国内新能源汽车销量300万辆是可以预见的，而如果更乐观的预测，可能会落在310-320万辆左右。对于年初乘联会200万辆的销量预测，已经上调超过50%。\n\n说完销量，来看看最关心的渗透率。新能源汽车1-8月渗透率12.8%。8月渗透率（批发量数据）达到20.1%，7月渗透率为16.32%，渗透率环比大幅上升，同时这也是第一次新能源汽车国内渗透率破20%。渗透率在经过了一年的缓慢爬坡之后，开始进入加速阶段。市场上更有券商大胆预测，实现25%的渗透率或许不是在2025年，很有可能会在2022年提前到来。\n\n与此同时，欧洲新能源车渗透率如德国8月达28%，法国达20%，英国18%，中欧市场渗透率双加速再次证明电动化是大势所趋。\n电动/燃油背道而驰\n和销量、渗透率扶摇直上的电动车相比，整体汽车市场就没那么被消费者们眷顾了。\n\n2021年8月乘用车市场零售达到145.3万辆，同比下降14.7%，而且相较2019年8月下降7%，增速偏弱。8月零售环比下降3.3%，与历年月度环比正增长在6-10%的区间相比是异常低迷的，除了08年北京奥运会的7月偏高的特殊因素，本世纪中国车市历史上没有出现过8月的环比下降的情况。同时这也是今年连续三次，乘用车销量环比下降。\n8月乘用车整体增速低于7月，主要受到芯片供应的影响。目前看马来西亚封测产线正在恢复，最新情况即将恢复到80-90%产能，预计9月内完全恢复。\n即使芯片问题解决，或许仍然解决不了传统汽车市场低迷的增速甚至是负增长，因为在当下还是燃油车销量主导的汽车市场里，电动车正在攻城略地，行业已然变成了电动车向上，传统燃油车向下的趋势。\n从过去四年的销量增长来看，2018-2019由于补贴退坡出现产业出清，电动车的增量并不明显；2020年前期由于疫情原因，上半年销量不尽人意，但是行业出现了特斯拉的Model 3 、比亚迪汉、长城欧拉、五菱宏光Mini这样的上量爆款车，加上有新势力蔚小理的助力，2020年可以叫做中国新能源汽车的起势之年。\n\n那么2021年，可能是新能源汽车行业的增量开启之年，无论是新势力还是自主车企，开始呈现百花齐放的势头。\n车企月考成绩\n8月新能源乘用车厂商批发销量突破万辆的企业有：比亚迪6.08万辆、特斯拉中国4.43万辆、上汽通用五菱4.38万辆、上汽乘用车1.7万辆、广汽埃安1.16万辆辆。整车厂上，上汽集团销售45.3万，同比-10%。吉利汽车销售8.8万，同比-22%。长安汽车销量8.6万辆，比亚迪6.8万辆，长城汽车7.4万辆。\n\n值得一提的是比亚迪8月新能源乘用车销量再创历史新高，达到67630辆，同比增涨331.9%，环比增长21%。其中DM车型销量30126辆，纯电销量30382辆。电动车销量60508辆；燃油车销量7122辆。\n\n8月比亚迪新能源乘用车销量份额占比达到88.29%。在最近的比亚迪中报会上，公司内部透露2021年新能源的销量指引为80万辆，即新能源车预计交付 60 万台，燃油车有十几万台。2022 年销量指引为150万辆。销量指引超市场预期，可以看出比亚迪在从传统车企到新能源汽车公司的转型之路上毫不犹豫，比国内其他的自主、传统车企转型更干脆利落。\n另一方面，长城汽车8月销量74257辆，同比下降16.98%。1-8月累计销量达78.4万辆，同比增长39.3%。其中，欧拉品牌销量为1.2万辆，同比增长153.7%。除了欧拉系列，其余品牌皆是同比下降。尽管长城已经极力在保证新能源汽车的供应，产能转给了欧拉，能够看出缺芯以及零部件供应商减产对销量的冲击。欧拉新能源车重回万辆以上规模，但是长城的燃油车的高销量特别是哈弗系列以及坦克有些喧宾夺主，如何加快新能源汽车占比转型是传统车厂需要共同面对的问题。\n\n除了自主和传统车企，新势力中也有亮眼表现，8月理想汽车销量达9433辆，相比7月，环比又增长了6.92%，继续超预期，产销似乎并不受芯片压制。今年前8个月累计销量48176辆。\n蔚来8月销量5880辆，同比增长了157.4%。今年前8个月的销量达到了55767辆。8月销量下降主要受海外芯片的影响8月小鹏交付7,214辆智能车，同比增长172%。2021年至今累计交付量达到45,992辆，同比增长334%。销量环比下降主要由于8月开始将G3生产线切换为其中期改款版G3i，G3在8月的部分计划交付受到影响。G3i计划将于2021年9月开始交付，P5将于10月开始交付。\n对比车企数据可以看出，即使是在8月大环境不佳的情况下，国内车企的新能源汽车销量热度不减，产销量超预期，环比有提升，主机厂明显在保证新能源汽车的供应。预计国内今明年新能源乘用车销量至281、407万辆，加上商用车后总销量在296、422万辆，全球销量在576、818万辆。\n金九银十需要关注什么\n如果从供需关系来看，下游的电动车销量是驱动行业高增速的底层逻辑，那么依次从下游往上推导。\n1. 下游车企：智能电动带来的自主崛起，技术驱动带来的供给周期是核心逻辑。\n比亚迪：加速电动化转型、拥有全新电动平台e3.0、发布新款海洋系列车型。公司迎来估值重估。同时预计比亚迪今年动力电池装机量将达到35GWh，预计2022年动力电池的装机量依旧会达到100%以上的增速。\n广汽集团：2021年前8月广汽埃安累计销量达6.52万辆，同比增长111.3%。影豹、GS8、GM8、塞那、广州本田INTEGRA等众多新车等待上市。广汽埃安8月底发布超倍速电池技术和A480超充桩，充电5分钟续航里程增加200公里。超充技术将于9月开始量产。广汽埃安电池和充电桩技术有望促进新车型放量，进一步提升公司在电动车领域竞争力。\n2. 中游电池以及四大材料公司：看好对需求最敏感、紧缺的环节。\n下半年到明年最为紧缺的铜箔板块诺德股份、嘉元科技。铜箔市场价格上涨，龙头企业仍基本处于满负荷生产状态，下游需求增加但上游设备供给及环评限制了铜箔产能扩张速度，未来两年供需紧张程度或进一步加剧，铜箔盈利将持续爬升。\n其次为明年较为紧缺，后年最为紧缺的隔膜恩捷股份、星源材质（小厂或已经开始涨价）。以及紧缺石墨化（技术提升/限电等问题）的璞泰来，电解液供应缺口（六氟/溶剂继续涨价）的天赐材料。\n3. 上游锂矿公司：锂矿资源稀缺，上游的供需错配时间拉长，全球可勘探的具备经济性的矿石资源不多。\n截至2021年9月1日，无锡电子盘LC2110碳酸锂期货价格已达到15.3万元/吨，为今年新高值；假设锂盐现货价格上升到期货价格15万元/吨，针对有资源自给的锂盐产线而言，单吨的净利润有望上升到7万以上，即1万吨锂盐产能对应7亿净利润，按30倍PE，则1万吨锂盐产能对应的市值将上升到210亿以上。\n天齐锂业：远期权益产能为4.48万吨（四川射洪、江苏张家港和重庆铜梁生产基地）+4.8万吨（澳大利亚奎纳纳），预计2023年底对应权益产能8.9万吨；再加上SQM 对应权益产能近5万吨，合计公司锂盐权益总规划产能达 13.9 万吨。2023年自给率大概94%，对应市值大概为2800亿元。\n整体来说，越往上游，需求的弹性越大；并且越往上游，公司能够获得的利润越高（毕竟矿的扩产很难，哪里卡脖子，哪里的话语权就更大）。但是市场对整个新能源汽车细分板块里面，资金是轮动的，在金九银十的行情下各部分都会有机会。","news_type":1,"symbols_score_info":{"TSLA":0.9,"002594":0.9}},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889965471,"gmtCreate":1631104668793,"gmtModify":1676530468354,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889965471","repostId":"1172529926","repostType":4,"repost":{"id":"1172529926","kind":"news","pubTimestamp":1631102463,"share":"https://ttm.financial/m/news/1172529926?lang=en_US&edition=fundamental","pubTime":"2021-09-08 20:01","market":"us","language":"zh","title":"Warning sounds sounded one after another! Morgan Stanley, Citigroup, and Credit Suisse are bearish on the outlook of U.S. stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172529926","media":"FX168 ","summary":"摩根士丹利、花旗集团和瑞士信贷集团（Credit Suisse Group AG）等华尔街大型投行都对美国股市前景发出警告。\n摩根士丹利周二（9月7日）将美股评级下调至“减持”，包括Andrew Sh","content":"<p>Large Wall Street investment banks such as Morgan Stanley, Citigroup and Credit Suisse Group AG have all warned about the outlook for the US stock market.</p><p>Morgan Stanley downgraded U.S. stocks to \"underweight\" on Tuesday (September 7). Morgan Stanley strategists, including Andrew Sheets, wrote in a report that during this \"historically poor seasonality\" period, Delta virus infections are increasing, rising inflation expectations and tensions between low yields are all at play.</p><p>Sheets believes that the target point of the S&P 500 at the end of the year is 4,000 points, which is about 12% below the current level.</p><p>Although Novel Coronavirus infections have begun to rise again in many parts of the world, and the Federal Reserve (FED) is getting closer and closer to gradually tapering its stimulus plan, U.S. stocks have continued their strong performance recently.</p><p>However, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said that U.S. stocks are very fragile and need to be repriced to cope with inflation and rising interest rates. The S&P 500 index is expected to see a 10%-15% correction before the end of the year.</p><p>On the same day Sheets downgraded U.S. stocks, Citigroup said that given the size of the bullish position, any small adjustment risked being magnified.</p><p>Tobias Levkovich, chief U.S. stock strategist at Citigroup, is firmly bearish on U.S. stocks. He expects the S&P 500 to close at 4,000 points this year and reach 4,350 points in June next year.</p><p>Credit Suisse said on Wednesday that it maintained a small underweight in U.S. stocks due to reasons such as overvaluations and regulatory risks.</p><p>The warning from Wall Street investment banks comes as the S&P 500 has outperformed global stocks this year, setting a new record.</p><p><img src=\"https://static.tigerbbs.com/b7efe7420e7ceead6f848c2b05151757\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">(Image source: Bloomberg)</p><p>Morgan Stanley said that in the global allocation, it is more inclined to European and Japanese stocks.</p><p>Credit Suisse strategist Andrew Garthwaite wrote in a note that the company increased its holdings of European stocks and raised emerging market stocks excluding China to the same grade.</p>","source":"fx168","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>Warning sounds sounded one after another! Morgan Stanley, Citigroup, and Credit Suisse are bearish on the outlook of U.S. stocks</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\">\nWarning sounds sounded one after another! Morgan Stanley, Citigroup, and Credit Suisse are bearish on the outlook of U.S. stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FX168 </strong><span class=\"h-time small\">2021-09-08 20:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Large Wall Street investment banks such as Morgan Stanley, Citigroup and Credit Suisse Group AG have all warned about the outlook for the US stock market.</p><p>Morgan Stanley downgraded U.S. stocks to \"underweight\" on Tuesday (September 7). Morgan Stanley strategists, including Andrew Sheets, wrote in a report that during this \"historically poor seasonality\" period, Delta virus infections are increasing, rising inflation expectations and tensions between low yields are all at play.</p><p>Sheets believes that the target point of the S&P 500 at the end of the year is 4,000 points, which is about 12% below the current level.</p><p>Although Novel Coronavirus infections have begun to rise again in many parts of the world, and the Federal Reserve (FED) is getting closer and closer to gradually tapering its stimulus plan, U.S. stocks have continued their strong performance recently.</p><p>However, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said that U.S. stocks are very fragile and need to be repriced to cope with inflation and rising interest rates. The S&P 500 index is expected to see a 10%-15% correction before the end of the year.</p><p>On the same day Sheets downgraded U.S. stocks, Citigroup said that given the size of the bullish position, any small adjustment risked being magnified.</p><p>Tobias Levkovich, chief U.S. stock strategist at Citigroup, is firmly bearish on U.S. stocks. He expects the S&P 500 to close at 4,000 points this year and reach 4,350 points in June next year.</p><p>Credit Suisse said on Wednesday that it maintained a small underweight in U.S. stocks due to reasons such as overvaluations and regulatory risks.</p><p>The warning from Wall Street investment banks comes as the S&P 500 has outperformed global stocks this year, setting a new record.</p><p><img src=\"https://static.tigerbbs.com/b7efe7420e7ceead6f848c2b05151757\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">(Image source: Bloomberg)</p><p>Morgan Stanley said that in the global allocation, it is more inclined to European and Japanese stocks.</p><p>Credit Suisse strategist Andrew Garthwaite wrote in a note that the company increased its holdings of European stocks and raised emerging market stocks excluding China to the same grade.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-08/doc-iktzqtyt4840102.shtml\">FX168 </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".DJI":"道琼斯","C":"花旗"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-08/doc-iktzqtyt4840102.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172529926","content_text":"摩根士丹利、花旗集团和瑞士信贷集团（Credit Suisse Group AG）等华尔街大型投行都对美国股市前景发出警告。\n摩根士丹利周二（9月7日）将美股评级下调至“减持”，包括Andrew Sheets在内的大摩策略师在一份报告中写道，在这个“历来季节性不佳”的时期，德尔塔病毒感染病例增加，通胀预期上升与收益率偏低之间的紧张关系都在发挥作用。\nSheets认为标普500年底目标点位在4000点，较当前水平低12%左右。\n尽管全球许多地区的新冠病毒感染开始再度上升，美联储（FED）离逐步缩减刺激计划越来越近，美股近期依然延续强势表现。\n但摩根士丹利财富管理部门首席投资官Lisa Shalett表示，美股十分脆弱，需要重新定价以应对通胀和利率上升，预计标普500指数年底前将出现10%-15%回调。\n就在Sheets下调美股评级的同一天，花旗集团（Citigroup）表示，鉴于看涨头寸的规模，任何小幅调整都有被放大的风险。\n花旗首席美股策略师Tobias Levkovich坚定看空美股，预计标普500指数今年收在4000点，明年6月达到4350点。\n瑞士信贷（Credit Suisse）周三表示，由于估值过高和监管风险等原因，该公司维持了对美国股市的小幅减持。\n华尔街投行发出警告之际，标普500指数今年的表现优于全球股市，创下新的纪录。\n（图片来源：彭博）\n摩根士丹利表示，在全球配置中，更倾向于欧洲和日本的股票。\n瑞士信贷策略师Andrew Garthwaite在一份报告中写道，该公司增持欧洲股票，并将不包括中国在内的新兴市场股票调高至同样等级。","news_type":1,"symbols_score_info":{"C":0.9,"CS":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817195580,"gmtCreate":1630915684340,"gmtModify":1676530419856,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817195580","repostId":"2165386214","repostType":4,"repost":{"id":"2165386214","kind":"news","pubTimestamp":1630914962,"share":"https://ttm.financial/m/news/2165386214?lang=en_US&edition=fundamental","pubTime":"2021-09-06 15:56","market":"fut","language":"zh","title":"How long can OPEC + increase production before the storm in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2165386214","media":"智通财经","summary":"上周三，在不到一小时的短暂视频会议后，OPEC+同意坚持其逐步增加石油产量的现有政策，并批准了10月份的增产计划。据悉，7月该组织同意逐步削减创纪录的减产计划，逐月增加40万桶/日石油产量。\n不过，对","content":"<p>Last Wednesday, after a short video conference of less than an hour, OPEC + agreed to stick to its existing policy of gradually increasing oil production and approved an increase in October. It is reported that in July, the organization agreed to gradually reduce its record production reduction plan and increase oil production by 400,000 barrels per day month by month.</p><p>However, for OPEC +, such easy days may be numbered. OPEC + 's analysis of next year's oil market shows that there are still challenges to overcome. The benefits of last year's decision to reduce production are obvious; If oil inventories are to be prevented from rising again, the organization may have to abandon future plans to increase production, and may even return to production cuts.</p><p><img src=\"https://static.tigerbbs.com/1126aab473e83b98d81be0de33e71d4d\" tg-width=\"637\" tg-height=\"381\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>OPEC + hopes to resume oil production it cut in 2020 next September</p><p>Under OPEC + 's current production agreement, the organization is increasing supply every month until it resumes full production cut in 2020; With all going well, it is expected that this will take until September 2022 to happen.</p><p>The road ahead is always rough and bumpy, though. OPEC + analysts believe that if the rebound of the epidemic has an impact on demand in the last quarter of this year, the policy of increasing production will be in an awkward position in early 2022 or earlier. Before last week's meeting, analysts from the organization submitted two oil demand forecasts for 2022, the most optimistic of which predicted that the average daily global oil demand next year would be 99.9 million barrels, which is only close to the pre-epidemic 100 million barrels./day peak.</p><p>Even if demand fully recovers, analysts believe that if OPEC increases production as currently planned, the balance between oil supply and demand will return to surplus. In a more pessimistic alternative scenario, inventory growth would be even greater, and daily oil demand would be reduced by nearly 2 million barrels.</p><p><img src=\"https://static.tigerbbs.com/90d6bac0efd2c180e7add5edc01ae440\" tg-width=\"654\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>OPEC predicts large inventory additions in 2022 based on current production increase plans</p><p>Saudi Energy Minister Prince Abdul Aziz bin Salman has set a target to reduce commercial oil inventories in advanced OECD economies to the 2015-2019 average. If inventory is measured by simple quantity, this goal has been achieved in April; Even looking at this target in terms of oil demand days (which may be a more useful measure), it is already close, only 1.5 days above the set target at the end of July and down from March 2020. 17 days.</p><p>Regardless, OPEC + has done an excellent job of rebalancing the oil market so far, and the success the organization has enjoyed has also affected oil output elsewhere. Crude oil producers in the United States have finally reacted to the rise in oil prices. Since June, U.S. crude oil production has increased by 500,000 barrels per day and is now at its highest level since May 2020.</p><p>But OPEC + will face a real challenge in the coming months: The group wants to reduce supply, while many members are looking to further increase oil production.</p><p><img src=\"https://static.tigerbbs.com/e53b853d62e0bbb4db7b8cfdcab0c37e\" tg-width=\"645\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>With the production increase policy unchanged, OPEC believes that oil inventories will return to their peaks during the epidemic</p><p>Even in the base case forecast, the current policy of increasing production every month will almost return OECD commercial oil inventories to the peak level of 3.2 billion barrels during the pandemic, enough to meet oil demand for more than 31 days.</p><p>Of course, OPEC + may not achieve all of its planned production increase targets. Some member countries, such as Angola and Nigeria, have struggled to increase production within the allowable range, and even Russia, the largest non-OPEC oil producer, may struggle to achieve its production increase target by the middle of next year. This will reduce the problems that the organization needs to face.</p><p>But the problem remains. Unless oil demand becomes stronger, or oil production outside OPEC + falls well below the group's analysts predict, it will not be long before OPEC + will have to consider cutting production again. When this happens, OPEC + could reach another stalemate in negotiations, as it did in early July.</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How long can OPEC + increase production before the storm in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow long can OPEC + increase production before the storm in 2022\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-09-06 15:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Last Wednesday, after a short video conference of less than an hour, OPEC + agreed to stick to its existing policy of gradually increasing oil production and approved an increase in October. It is reported that in July, the organization agreed to gradually reduce its record production reduction plan and increase oil production by 400,000 barrels per day month by month.</p><p>However, for OPEC +, such easy days may be numbered. OPEC + 's analysis of next year's oil market shows that there are still challenges to overcome. The benefits of last year's decision to reduce production are obvious; If oil inventories are to be prevented from rising again, the organization may have to abandon future plans to increase production, and may even return to production cuts.</p><p><img src=\"https://static.tigerbbs.com/1126aab473e83b98d81be0de33e71d4d\" tg-width=\"637\" tg-height=\"381\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>OPEC + hopes to resume oil production it cut in 2020 next September</p><p>Under OPEC + 's current production agreement, the organization is increasing supply every month until it resumes full production cut in 2020; With all going well, it is expected that this will take until September 2022 to happen.</p><p>The road ahead is always rough and bumpy, though. OPEC + analysts believe that if the rebound of the epidemic has an impact on demand in the last quarter of this year, the policy of increasing production will be in an awkward position in early 2022 or earlier. Before last week's meeting, analysts from the organization submitted two oil demand forecasts for 2022, the most optimistic of which predicted that the average daily global oil demand next year would be 99.9 million barrels, which is only close to the pre-epidemic 100 million barrels./day peak.</p><p>Even if demand fully recovers, analysts believe that if OPEC increases production as currently planned, the balance between oil supply and demand will return to surplus. In a more pessimistic alternative scenario, inventory growth would be even greater, and daily oil demand would be reduced by nearly 2 million barrels.</p><p><img src=\"https://static.tigerbbs.com/90d6bac0efd2c180e7add5edc01ae440\" tg-width=\"654\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>OPEC predicts large inventory additions in 2022 based on current production increase plans</p><p>Saudi Energy Minister Prince Abdul Aziz bin Salman has set a target to reduce commercial oil inventories in advanced OECD economies to the 2015-2019 average. If inventory is measured by simple quantity, this goal has been achieved in April; Even looking at this target in terms of oil demand days (which may be a more useful measure), it is already close, only 1.5 days above the set target at the end of July and down from March 2020. 17 days.</p><p>Regardless, OPEC + has done an excellent job of rebalancing the oil market so far, and the success the organization has enjoyed has also affected oil output elsewhere. Crude oil producers in the United States have finally reacted to the rise in oil prices. Since June, U.S. crude oil production has increased by 500,000 barrels per day and is now at its highest level since May 2020.</p><p>But OPEC + will face a real challenge in the coming months: The group wants to reduce supply, while many members are looking to further increase oil production.</p><p><img src=\"https://static.tigerbbs.com/e53b853d62e0bbb4db7b8cfdcab0c37e\" tg-width=\"645\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>With the production increase policy unchanged, OPEC believes that oil inventories will return to their peaks during the epidemic</p><p>Even in the base case forecast, the current policy of increasing production every month will almost return OECD commercial oil inventories to the peak level of 3.2 billion barrels during the pandemic, enough to meet oil demand for more than 31 days.</p><p>Of course, OPEC + may not achieve all of its planned production increase targets. Some member countries, such as Angola and Nigeria, have struggled to increase production within the allowable range, and even Russia, the largest non-OPEC oil producer, may struggle to achieve its production increase target by the middle of next year. This will reduce the problems that the organization needs to face.</p><p>But the problem remains. Unless oil demand becomes stronger, or oil production outside OPEC + falls well below the group's analysts predict, it will not be long before OPEC + will have to consider cutting production again. When this happens, OPEC + could reach another stalemate in negotiations, as it did in early July.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/554738.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","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":"http://www.zhitongcaijing.com/content/detail/554738.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165386214","content_text":"上周三，在不到一小时的短暂视频会议后，OPEC+同意坚持其逐步增加石油产量的现有政策，并批准了10月份的增产计划。据悉，7月该组织同意逐步削减创纪录的减产计划，逐月增加40万桶/日石油产量。\n不过，对于OPEC+来说，这样轻松的日子可能屈指可数了。OPEC+对明年石油市场的分析表明仍有挑战需要克服。去年作出的减产的决定所带来的好处是显而易见的;如果要防止石油库存再次上升，该组织可能不得不放弃未来的增产计划，甚至有可能重新减产。\n\nOPEC+希望在明年9月恢复其在2020年削减的石油产量\n根据OPEC+目前的产量协议，该组织每个月都在增加供应，直到恢复在2020年所削减的全部产量;在一切顺利的情况下，预计这需要到2022年9月才能实现。\n不过，前方的道路总是崎岖且充满颠簸的。OPEC+的分析师认为，如果疫情反弹在今年最后一个季度对需求造成冲击，增产政策将在2022年初或更早的时候陷入尴尬的境地。在上周的会议前，该组织分析师提交了两份2022年石油需求预测，其中最乐观的一份预测认为，明年全球石油日均需求为9990万桶，也仅仅是接近疫情前1亿桶/天的峰值。\n即便是在需求完全恢复的情况下，分析师认为如果OPEC+按照目前的计划增产，石油供需平衡将回到过剩状态。在更悲观的另一种情况下，库存增长的幅度会更大，每日石油需求将减少近200万桶。\n\nOPEC预测，根据目前的增产计划，2022年将增加大量库存\n沙特能源部长阿卜杜勒·阿齐兹·本·萨勒曼亲王确定了将经合组织(OECD)发达经济体的商业石油库存降至2015-2019年平均水平的目标。如果用简单的数量来衡量库存，该目标已于4月份达成;即使从石油需求天数(这可能是一个更有用的衡量标准)这一角度来看待这个目标，也已经很接近了，截至7月底仅比所定下的目标高1.5天，低于2020年3月的17天。\n不管怎样，到目前为止，OPEC+在重新平衡石油市场方面做得非常出色，该组织所获得的成功也影响了其他地区的石油产出。美国的原油生产商终于对油价上涨做出了反应，自6月以来，美国原油产量每日增加50万桶，目前正处于2020年5月以来的最高水平。\n但OPEC+将在未来几个月面临真正的挑战：该组织想要减少供应，而许多成员国正打算进一步增加石油产量。\n\n在增产政策不变的情况下，OPEC认为石油库存将回到疫情期间的峰值\n即使在基本情况预测中，当前每月增产的政策将使经合组织的商业石油库存几乎恢复到疫情期间32亿桶的峰值水平，足以满足超过31天以上的石油需求。\n当然，OPEC+可能无法实现其计划的所有增产目标。一些成员国，例如安哥拉和尼日利亚，已经难以在允许范围内增加产量，即便是最大的非OPEC产油国俄罗斯，也可能难以在明年年中实现增产目标。这将减少该组织所需面临的问题。\n但问题仍然存在。除非石油需求变得更加强劲，或者OPEC+以外的石油产量远低于该组织分析师的预测，否则不久之后，OPEC+将不得不再次考虑减产。当这种情况发生时，OPEC+可能会像7月初那样，在谈判上再次陷入僵局。","news_type":1,"symbols_score_info":{"BZmain":0.9,"DWTIF":0.9,"USO":0.9,"SCO":0.9,"UCO":0.9,"QMmain":0.9,"DWT":0.9,"DUG":0.9,"UWTIF":0.9,"CLmain":0.9,"DDG":0.9}},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":814963013,"gmtCreate":1630744413732,"gmtModify":1676530389361,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/814963013","repostId":"1152020609","repostType":4,"repost":{"id":"1152020609","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":1630572749,"share":"https://ttm.financial/m/news/1152020609?lang=en_US&edition=fundamental","pubTime":"2021-09-02 16:52","market":"us","language":"zh","title":"Reminder: Due to Labor Day, U.S. stocks will be closed for one day on September 6","url":"https://stock-news.laohu8.com/highlight/detail?id=1152020609","media":"老虎资讯综合","summary":"9月6日（下周一），美国股市因劳工节休市一天，9月7日（下周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n九月的第一个星期一是美国的劳工节（Labor Day），在189","content":"<p>On September 6 (next Monday), the U.S. stock market will be closed for one day due to Labor Day, and trading will resume on September 7 (next Tuesday).</p><p>Hong Kong stocks, A-shares, British stocks, Australian stocks and Singapore stock markets are trading as usual.</p><p><b>Background brief:</b></p><p>The first Monday in September is Labor Day in the United States, which was established as a national holiday in the United States in 1894, that is, Labor Day in the United States.</p><p>On this day, people all over the United States generally hold various celebrations such as * and rallies to show their respect for workers. In some states, people hold picnics after *, eating, drinking, singing and dancing. At night, fireworks will be set off in some places.</p><p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: Due to Labor Day, U.S. stocks will be closed for one day on September 6</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Due to Labor Day, U.S. stocks will be closed for one day on September 6\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-02 16:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 6 (next Monday), the U.S. stock market will be closed for one day due to Labor Day, and trading will resume on September 7 (next Tuesday).</p><p>Hong Kong stocks, A-shares, British stocks, Australian stocks and Singapore stock markets are trading as usual.</p><p><b>Background brief:</b></p><p>The first Monday in September is Labor Day in the United States, which was established as a national holiday in the United States in 1894, that is, Labor Day in the United States.</p><p>On this day, people all over the United States generally hold various celebrations such as * and rallies to show their respect for workers. In some states, people hold picnics after *, eating, drinking, singing and dancing. At night, fireworks will be set off in some places.</p><p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152020609","content_text":"9月6日（下周一），美国股市因劳工节休市一天，9月7日（下周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n九月的第一个星期一是美国的劳工节（Labor Day），在1894年被确立为美国的国家节日，即美国的劳动节。\n这一天，全美各地民众一般都会举行游行、集会等各种庆祝活动，以示对劳工的尊重。在一些州，人们在游行之后还要举办野餐会，热闹地吃喝、唱歌、跳舞。入夜，有的地方还会放焰火。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158913379,"gmtCreate":1625121023091,"gmtModify":1703736561679,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Oh my god","listText":"Oh my god","text":"Oh my god","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/158913379","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://ttm.financial/m/news/1178516480?lang=en_US&edition=fundamental","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p>\n<p>In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p>\n<p>All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p>\n<p>“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p>\n<p>For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p>\n<p>This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p>\n<p>“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p>\n<p>“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p>\n<p>“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p>\n<p>(Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p>\n<p><img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p>\n<p>The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p>\n<p>The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p>\n<p>Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p>\n<p>Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p>\n<p>Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p>\n<p>Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p>\n<p>Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</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>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127954920,"gmtCreate":1624829892660,"gmtModify":1703845536034,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/127954920","repostId":"1104974895","repostType":4,"repost":{"id":"1104974895","kind":"news","pubTimestamp":1624764940,"share":"https://ttm.financial/m/news/1104974895?lang=en_US&edition=fundamental","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p>\n<p>Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p>\n<p>On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p>\n<p>Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p>\n<p>Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p>\n<p><img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p>","source":"lsy1601382232898","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>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"3571345352614779","authorIdStr":"3571345352614779"},"content":"Like & Comment Please, Thank You Very Much","text":"Like & Comment Please, Thank You Very Much","html":"Like & Comment Please, Thank You Very Much"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897687046,"gmtCreate":1628912810085,"gmtModify":1676529892472,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897687046","repostId":"1146996872","repostType":4,"repost":{"id":"1146996872","kind":"news","pubTimestamp":1628907526,"share":"https://ttm.financial/m/news/1146996872?lang=en_US&edition=fundamental","pubTime":"2021-08-14 10:18","market":"us","language":"zh","title":"CCTV Network Comment: Online games that tamper with history should be governed","url":"https://stock-news.laohu8.com/highlight/detail?id=1146996872","media":"央广网","summary":"历史是文化的支撑，肆意篡改历史的网络游戏是一种劣质甚至是有害的文化传播。","content":"<p><div>Author: Zhang Keyue, commentator of Central Broadcasting Network. Recently, there has been a phenomenon of distorting history in an online game: Yue Fei is designed as a surrender image of \"flesh and sheep\", Qin Gui is positioned as a high-level \"heaven\" and so on. Online games have the attributes of public cultural products, and are also a carrier of historical and cultural communication. It is easy to influence participants' thoughts and judgments imperceptibly, thus passively accepting artificially \"processed\" history. History is the support of culture, and online games that wantonly tamper with history are inferior or even harmful cultural communication. The main body of online gamers are teenagers, mistakenly adapting, joking, teasing...</p><p><a href=\"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml\">Web link</a></div></p>","source":"ygw","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>CCTV Network Comment: Online games that tamper with history should be governed</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\">\nCCTV Network Comment: Online games that tamper with history should be governed\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">央广网</strong><span class=\"h-time small\">2021-08-14 10:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Author: Zhang Keyue, commentator of Central Broadcasting Network. Recently, there has been a phenomenon of distorting history in an online game: Yue Fei is designed as a surrender image of \"flesh and sheep\", Qin Gui is positioned as a high-level \"heaven\" and so on. Online games have the attributes of public cultural products, and are also a carrier of historical and cultural communication. It is easy to influence participants' thoughts and judgments imperceptibly, thus passively accepting artificially \"processed\" history. History is the support of culture, and online games that wantonly tamper with history are inferior or even harmful cultural communication. The main body of online gamers are teenagers, mistakenly adapting, joking, teasing...</p><p><a href=\"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml\">央广网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6732755bad1da573809dd82708472f29","relate_stocks":{"159869":"游戏ETF"},"source_url":"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146996872","content_text":"作者：央广网评论员 张可月\n近日，某网络游戏中又出现了歪曲历史的现象：把岳飞设计为“肉袒牵羊”的投降者形象，把秦桧定位为高等级的“天”等等。\n网络游戏具有公共文化产品的属性，也是一种历史和文化传播的载体，容易在潜移默化中影响参与者的思想和判断，从而被动接受人为“加工”的历史。\n历史是文化的支撑，肆意篡改历史的网络游戏是一种劣质甚至是有害的文化传播。网络游戏玩家的主体是青少年，错误地改编、戏说、调侃历史，容易引起历史观、民族观、国家观和文化观的误导。\n对此，网络游戏行业必须加强自律，相关从业人员对国家历史要有基本的尊重和敬畏，坚守创作底线。同时，行业主管部门也应强化前置审批管理，对“跑偏了”的网络游戏“零容忍”，铲除其生存土壤。","news_type":1,"symbols_score_info":{"159869":0.9}},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126592062,"gmtCreate":1624578079956,"gmtModify":1703840630297,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Pls help me like and comment.Tq","listText":"Pls help me like and comment.Tq","text":"Pls help me like and comment.Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/126592062","repostId":"2146023477","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156928815,"gmtCreate":1625191443237,"gmtModify":1703738021427,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156928815","repostId":"1175817125","repostType":4,"repost":{"id":"1175817125","kind":"news","pubTimestamp":1625180880,"share":"https://ttm.financial/m/news/1175817125?lang=en_US&edition=fundamental","pubTime":"2021-07-02 07:08","market":"us","language":"en","title":"S&P 500 winning streak extends to sixth straight record close","url":"https://stock-news.laohu8.com/highlight/detail?id=1175817125","media":"Reuters","summary":"NEW YORK  - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.Investors now eye Friday’s much-anticipated employment report.The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.“Historical data shows if you have a strong first half, the second half of the year was ac","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.</p>\n<p>Investors now eye Friday’s much-anticipated employment report.</p>\n<p>The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.</p>\n<p>“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.</p>\n<p>All three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.</p>\n<p>The Philadelphia SE Semiconductor index slid 1.5%</p>\n<p>“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”</p>\n<p>“It feels like investors left for the Fourth of July weekend about three months ago.”</p>\n<p>The ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.</p>\n<p>Jobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray &amp; Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.</p>\n<p>Activity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.</p>\n<p>“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.</p>\n<p>Friday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.</p>\n<p>“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”</p>\n<p>The Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&amp;P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, consumer staples was the sole loser, shedding 0.3%.</p>\n<p>Walgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.</p>\n<p>Didi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.</p>\n<p>Micron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.</p>\n<p>Volume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.</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>S&P 500 winning streak extends to sixth straight record close</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 winning streak extends to sixth straight record close\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175817125","content_text":"NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.\nInvestors now eye Friday’s much-anticipated employment report.\nThe bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.\n“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.\nAll three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.\nThe Philadelphia SE Semiconductor index slid 1.5%\n“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”\n“It feels like investors left for the Fourth of July weekend about three months ago.”\nThe ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.\nJobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.\nActivity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.\n“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.\nFriday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.\n“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”\nThe Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.\nOf the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.\nWalgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.\nDidi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.\nMicron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.\nVolume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121735484,"gmtCreate":1624492179648,"gmtModify":1703838095023,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Good.Pls help like and comment.Tq","listText":"Good.Pls help like and comment.Tq","text":"Good.Pls help like and comment.Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/121735484","repostId":"2145157140","repostType":4,"repost":{"id":"2145157140","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624490678,"share":"https://ttm.financial/m/news/2145157140?lang=en_US&edition=fundamental","pubTime":"2021-06-24 07:24","market":"us","language":"en","title":"Yellen says inflation should be lower than current levels by year end","url":"https://stock-news.laohu8.com/highlight/detail?id=2145157140","media":"Reuters","summary":"June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should ret","content":"<p>June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should retreat by year end from its current elevated level as supply bottlenecks get worked out, adding she sees little evidence inflation expectations are becoming unanchored.</p>\n<p>Yellen, testifying at a Senate subcommittee on the Biden administration's budget proposal, said the economy has been on a \"bumpy path\" during its reopening after months of restrictions to combat the spread of COVID-19.</p>\n<p>Asked by Republican Senator John Kennedy if she thought inflation would keep increasing at the 5% year-over-year rate seen last month, Yellen said she thought it would be closer to 2% by late this year or early 2022.</p>\n<p>She also said most measures of inflation expectations beyond the next year show it returning closer to that 2% level, which is the level targeted by the Federal Reserve.</p>\n<p>Yellen, echoing other policymakers including Fed Chair Jerome Powell, laid much of the blame for the recent surge in price pressures on supply bottlenecks and shortages that arose in spring as the economy recovers from the COVID-19 shutdowns that threw it into recession last year.</p>\n<p>She said she expects those issues to resolve themselves in the months ahead and for longer-running forces that have kept inflation at bay for more than a decade to reassert themselves and guide inflation lower.</p>\n<p>Yellen, a former Fed chair, was also pressed by Kennedy on the recent change in Fed policymakers' outlook for rate increases. Projections released alongside their policy decision last week showed members' median expectation for a first interest rate hike moved into 2023 from 2024 back in March.</p>\n<p>\"The Federal Reserve met recently and they said: 'Look, we know we told you this, but things have changed and we're now telling you that we're likely to have to raise rates sooner and faster than we originally told you,'\" Kennedy said. \"Why do you think they did that? Because they're concerned about inflation, aren't they?\"</p>\n<p>\"That is not what they did,\" Yellen answered. \"Several individuals wrote down in their own individual forecasts which were published that they saw it appropriate to raise rates sooner than previously (thought).\"</p>\n<p>Yellen was visibly uncomfortable being pressed on monetary policy issues, which are typically left to the Fed without interference from Treasury.</p>\n<p>\"I don't really want to comment on the Fed, but I would simply say that is not an announcement that they made,\" she said.</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>Yellen says inflation should be lower than current levels by year end</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYellen says inflation should be lower than current levels by year end\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-24 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should retreat by year end from its current elevated level as supply bottlenecks get worked out, adding she sees little evidence inflation expectations are becoming unanchored.</p>\n<p>Yellen, testifying at a Senate subcommittee on the Biden administration's budget proposal, said the economy has been on a \"bumpy path\" during its reopening after months of restrictions to combat the spread of COVID-19.</p>\n<p>Asked by Republican Senator John Kennedy if she thought inflation would keep increasing at the 5% year-over-year rate seen last month, Yellen said she thought it would be closer to 2% by late this year or early 2022.</p>\n<p>She also said most measures of inflation expectations beyond the next year show it returning closer to that 2% level, which is the level targeted by the Federal Reserve.</p>\n<p>Yellen, echoing other policymakers including Fed Chair Jerome Powell, laid much of the blame for the recent surge in price pressures on supply bottlenecks and shortages that arose in spring as the economy recovers from the COVID-19 shutdowns that threw it into recession last year.</p>\n<p>She said she expects those issues to resolve themselves in the months ahead and for longer-running forces that have kept inflation at bay for more than a decade to reassert themselves and guide inflation lower.</p>\n<p>Yellen, a former Fed chair, was also pressed by Kennedy on the recent change in Fed policymakers' outlook for rate increases. Projections released alongside their policy decision last week showed members' median expectation for a first interest rate hike moved into 2023 from 2024 back in March.</p>\n<p>\"The Federal Reserve met recently and they said: 'Look, we know we told you this, but things have changed and we're now telling you that we're likely to have to raise rates sooner and faster than we originally told you,'\" Kennedy said. \"Why do you think they did that? Because they're concerned about inflation, aren't they?\"</p>\n<p>\"That is not what they did,\" Yellen answered. \"Several individuals wrote down in their own individual forecasts which were published that they saw it appropriate to raise rates sooner than previously (thought).\"</p>\n<p>Yellen was visibly uncomfortable being pressed on monetary policy issues, which are typically left to the Fed without interference from Treasury.</p>\n<p>\"I don't really want to comment on the Fed, but I would simply say that is not an announcement that they made,\" she said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145157140","content_text":"June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should retreat by year end from its current elevated level as supply bottlenecks get worked out, adding she sees little evidence inflation expectations are becoming unanchored.\nYellen, testifying at a Senate subcommittee on the Biden administration's budget proposal, said the economy has been on a \"bumpy path\" during its reopening after months of restrictions to combat the spread of COVID-19.\nAsked by Republican Senator John Kennedy if she thought inflation would keep increasing at the 5% year-over-year rate seen last month, Yellen said she thought it would be closer to 2% by late this year or early 2022.\nShe also said most measures of inflation expectations beyond the next year show it returning closer to that 2% level, which is the level targeted by the Federal Reserve.\nYellen, echoing other policymakers including Fed Chair Jerome Powell, laid much of the blame for the recent surge in price pressures on supply bottlenecks and shortages that arose in spring as the economy recovers from the COVID-19 shutdowns that threw it into recession last year.\nShe said she expects those issues to resolve themselves in the months ahead and for longer-running forces that have kept inflation at bay for more than a decade to reassert themselves and guide inflation lower.\nYellen, a former Fed chair, was also pressed by Kennedy on the recent change in Fed policymakers' outlook for rate increases. Projections released alongside their policy decision last week showed members' median expectation for a first interest rate hike moved into 2023 from 2024 back in March.\n\"The Federal Reserve met recently and they said: 'Look, we know we told you this, but things have changed and we're now telling you that we're likely to have to raise rates sooner and faster than we originally told you,'\" Kennedy said. \"Why do you think they did that? Because they're concerned about inflation, aren't they?\"\n\"That is not what they did,\" Yellen answered. \"Several individuals wrote down in their own individual forecasts which were published that they saw it appropriate to raise rates sooner than previously (thought).\"\nYellen was visibly uncomfortable being pressed on monetary policy issues, which are typically left to the Fed without interference from Treasury.\n\"I don't really want to comment on the Fed, but I would simply say that is not an announcement that they made,\" she said.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147744583,"gmtCreate":1626393388742,"gmtModify":1703759164132,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147744583","repostId":"2151575910","repostType":4,"repost":{"id":"2151575910","kind":"highlight","pubTimestamp":1626384989,"share":"https://ttm.financial/m/news/2151575910?lang=en_US&edition=fundamental","pubTime":"2021-07-16 05:36","market":"fut","language":"zh","title":"Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2151575910","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对","content":"<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and market analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>","source":"XLCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines: The Fed ignores hot inflation! The market contains unexpected risks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-16 05:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and market analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","SH":"做空标普500-Proshares","DXD":"两倍做空道琼30指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","DOG":"道指ETF-ProShares做空",".SPX":"S&P 500 Index","IVV":"标普500ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SPY":"标普500ETF","DJX":"1/100道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151575910","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n\n\n4、美国住宅销量下滑 买家争抢导致市场存量稀缺\n\n\n5、美联储埃文斯：在减码之前需在就业方面取得更多进展\n\n\n6、摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n\n\n鲍威尔再次被追问通胀问题 称美联储正关注风险\n尽管通胀达到令人不安的水平，美联储主席鲍威尔还是连续第二天为保持政策宽松的立场辩护。\n他于周四对参议院银行业委员会表示：“系统经受的这个冲击与经济重启有关，并使通胀率远超2%，当然我们对此感到不安。”\n鲍威尔将当前价格上涨称为史上“独特”现象，并表示美联储正密切观察其关于通胀暂时高企的预期是否正确，通胀是否可能持续更久。\n“所以我们正努力了解基本情形及风险，”他表示。\n鲍威尔表示，迄今为止价格飙升的主要是二手车等有限领域，重申他预计这些上涨是暂时的。\n“这是暂时的，就这个角度而言，对此作出反应没有意义，”他说道。\n\nEl-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n安联首席经济顾问El-Erian发表专栏文章称，美国CPI和PPI双双走高是严重的事实。它表明，实际发生的通胀率正伴随着酝酿中的额外通胀率。这有悖于美联储一再认为通胀是暂时的观点，尤其是在基数效应已经基本淡出的情况下。\n本周的一个重要事件是美联储主席鲍威尔周三的国会听证会，当时他承认通胀一直高于美联储预期，并且持续时间更长。然而，在谈到政策影响时，他立即回到了经常重复的“暂时性”口头禅，以支持政策立场不变。纽约联邦储备银行行长John Williams周一传递了类似的信息，证实了三位最有影响力美联储官员中的两位--这也是市场最为关注的决策者--仍然倾向于维持超刺激性政策，尽管经济增速和通胀一再被低估。\nEl-Erian认为，美联储当前政策配置持续的时间越长，货币政策出现失误的风险就越大。而经济-政策脱节持续的时间越长，市场中的冒险行为就会越多，出现意外的风险也就越大。\n\n央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n加密货币和央行数字货币（CBDC）前景再度成为关注焦点。美联储主席鲍威尔在本周听证会上强调，需要以正确方式做这件事。与此同时，欧洲央行向数字货币迈出重大一步，批准数字欧元项目进入“调查阶段”，这可能最终使数字欧元在2021-2030年中期左右落地。\n“随着世界各地中央银行探讨数字货币的想法，投资者意识到该领域存在很多竞争。这可能会稀释目前使用的一些数字资产的估值，”MJP Wealth Advisors总裁 Brian Vendig表示。“投资者正在权衡很多因素，数字资产可能因其不稳定性而失去一些光芒。”\n央行开发数字货币的前景可能给加密货币带来压力，这个观点得到了其他人赞同。Hargreaves Lansdown高级投资和市场分析师 Susannah Streeter表示：“加密货币失去优势正值人们对各央行推出数字货币的影响抱有越来越多猜测。”\n\n美国住宅销量下滑 买家争抢导致市场存量稀缺\n在美国历史上竞争最激烈的房地产市场，销售开始停滞。\nRedfin Corp．的季节性因素调整后数据显示，美国6月份房产交易量环比下降1.2%，是2012年有记录以来最大同期月度降幅。库存达到历史最低，平均挂牌14天即售出，是有史以来最快速度。\n远程工作加上极低的抵押贷款利率，令大量买家涌向美国郊区和房价实惠的城市。6月房价中值较上年同期上涨25%，达到创纪录的386，888美元。\n“我们进入了房地产市场的新阶段，”Redfin首席经济学家Daryl Fairweather在一份公告中说。“价格上涨超出了许多买家的承受能力。”\n\n美联储埃文斯：在减码之前需在就业方面取得更多进展\n芝加哥联邦储备银行行长查尔斯-埃文斯（Charles Evans）周四表示，美国就业增长低于他的预期，在美联储开始减少对经济的支持之前，就业市场还需要更多的改善。\n埃文斯称：“鉴于最近几个月就业增长低于我的预期，我要说的是，我们还需要做更多的事情，才能达到调整货币政策立场的‘实质性的进一步进展’的门槛。”\n埃文斯表示，需要“几个月多”的时间来确定减码的合适时机。\n在通胀问题上，埃文斯表示，他有足够的信心，认为高通胀将是暂时的。如果通胀看起来更持久，那么美联储可能需要早些调整立场。\n埃文斯认为，美国将在年底前看到实质性的进一步进展，仍认为美联储将于2024年加息。\n\n摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。\n这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF（代码ARKK）下跌。该基金自5月中旬以来已上涨约19%。\n“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速ARKK下跌的催化剂，加上大型常规性科技股继续跑赢破坏性科技股，促使ARKK进入抛售阶段。”\n美国10年期国债收益率已经从3月底的近期高点下跌逾40个基点，至1.32%左右，帮助推动了ARKK的反弹。Quigg认为这是一个技术性行情，随着经济重开交易在今年余下时间里重新立足，上述行情将逆转。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDOW":0.9,"UPRO":0.9,"SDS":0.9,"OEF":0.9,".IXIC":0.9,".DJI":0.9,"DXD":0.9,"SPXU":0.9,"SPY":0.9,"QLD":0.9,"SQQQ":0.9,"DOG":0.9,"PSQ":0.9,"TQQQ":0.9,"DDM":0.9,"IVV":0.9,".SPX":0.9,"SH":0.9,"SSO":0.9,"MNQmain":0.9,"QQQ":0.9,"DJX":0.9,"OEX":0.9,"NQmain":0.9,"QID":0.9,"ESmain":0.9,"UDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140381318,"gmtCreate":1625629533034,"gmtModify":1703745272443,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/140381318","repostId":"2149360103","repostType":4,"repost":{"id":"2149360103","kind":"news","pubTimestamp":1625629456,"share":"https://ttm.financial/m/news/2149360103?lang=en_US&edition=fundamental","pubTime":"2021-07-07 11:44","market":"us","language":"zh","title":"FTSE Russell: Didi will still be included on July 8 as planned","url":"https://stock-news.laohu8.com/highlight/detail?id=2149360103","media":"新浪财经","summary":"富时罗素表示，仍将按计划于7月8日将滴滴纳入其全球指数，除非这家中国打车软件公司的股票周三在美国市场暂停交易。\n富时罗素在其网站上的一份声明中表示：“如果滴滴全球的ADS在周三美国市场交易时段暂停交易","content":"<p><img src=\"https://static.tigerbbs.com/e10cd7b688e3d7f9f31deec226950e1e\" tg-width=\"550\" tg-height=\"355\" referrerpolicy=\"no-referrer\"></p><p>FTSE Russell said it would still be as planned on July 8<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Included in its global index unless shares of the Chinese ride-hailing software company suspended trading in U.S. markets on Wednesday.</p><p>In a statement on its website, FTSE Russell said: \"If Didi Global's ADS suspends trading during Wednesday's US market trading session, FTSE Russell will not conduct rapid inclusion and monitoring in accordance with the index policy of suspending trading and closing the market.\"</p><p>FTSE Russell announced last Thursday that Didi will be included in its global stock indexes on July 8, including the FTSE All-World Index, the FTSE Global Large Cap Index and the FTSE Emerging Markets Index.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FTSE Russell: Didi will still be included on July 8 as planned</title>\n<style 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}\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\">\nFTSE Russell: Didi will still be included on July 8 as planned\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-07 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/e10cd7b688e3d7f9f31deec226950e1e\" tg-width=\"550\" tg-height=\"355\" referrerpolicy=\"no-referrer\"></p><p>FTSE Russell said it would still be as planned on July 8<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Included in its global index unless shares of the Chinese ride-hailing software company suspended trading in U.S. markets on Wednesday.</p><p>In a statement on its website, FTSE Russell said: \"If Didi Global's ADS suspends trading during Wednesday's US market trading session, FTSE Russell will not conduct rapid inclusion and monitoring in accordance with the index policy of suspending trading and closing the market.\"</p><p>FTSE Russell announced last Thursday that Didi will be included in its global stock indexes on July 8, including the FTSE All-World Index, the FTSE Global Large Cap Index and the FTSE Emerging Markets Index.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-07-07/doc-ikqcfnca5426011.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e10cd7b688e3d7f9f31deec226950e1e","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-07-07/doc-ikqcfnca5426011.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149360103","content_text":"富时罗素表示，仍将按计划于7月8日将滴滴纳入其全球指数，除非这家中国打车软件公司的股票周三在美国市场暂停交易。\n富时罗素在其网站上的一份声明中表示：“如果滴滴全球的ADS在周三美国市场交易时段暂停交易，富时罗素将根据暂停交易和关闭市场的指数政策，不进行快速纳入和监控。”\n富时罗素上周四宣布，滴滴将于7月8日被纳入其全球股票指数，包括富时世界指数（FTSE All-World Index），富时全球大盘指数（FTSE Global Large Cap Index）和富时新兴市场指数（FTSE Emerging Index）。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121781365,"gmtCreate":1624492540457,"gmtModify":1703838115911,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Pls like and comment.tq","listText":"Pls like and comment.tq","text":"Pls like and comment.tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121781365","repostId":"2145156570","repostType":4,"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171882285,"gmtCreate":1626736885147,"gmtModify":1703764056730,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/171882285","repostId":"1147786491","repostType":4,"repost":{"id":"1147786491","kind":"news","pubTimestamp":1626736000,"share":"https://ttm.financial/m/news/1147786491?lang=en_US&edition=fundamental","pubTime":"2021-07-20 07:06","market":"hk","language":"zh","title":"Cloud computing is powerful, IBM achieves strongest revenue growth in three years","url":"https://stock-news.laohu8.com/highlight/detail?id=1147786491","media":"老虎资讯综合","summary":"摘要：$IBM$二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。","content":"<p>Summary:<a href=\"https://laohu8.com/S/IBM\">IBM</a>In the second quarter, total revenue increased by more than 3% year-on-year, and total cloud business revenue increased by 13%. IBM's stock price once rose more than 4% after hours. The commentary said that IBM's new CEO's hybrid cloud strategy shift is beginning to pay off. Supported by the cloud computing business with strong demand, technology giant IBM has created its strongest revenue growth in three years.</p><p>After the U.S. stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was US $18.75 billion, higher than analysts' expectations of US $18.26 billion, an increase of nearly 3.5% over the same period last year, the largest year-on-year growth rate since the second quarter of 2018; Earnings per share (EPS) in the second quarter were $2.33, which was also higher than market expectations of $2.28, a year-on-year increase of 3%.<img src=\"https://static.tigerbbs.com/636226130a5f0601909685f757532860\" tg-width=\"676\" tg-height=\"854\" width=\"100%\" height=\"auto\">In terms of businesses, most of IBM's business revenue in the second quarter was higher than market expectations, and cloud-related business revenue increased by 13% year-on-year to US $7 billion. Specifically include:</p><p><ul><li>Including cloud applications and transaction processing platforms, open source cloud software vendors acquired in 2019<a href=\"https://laohu8.com/S/RHT\">Red Hat</a>The cloud and cognitive software business recorded revenue of US $6.1 billion, a year-on-year increase of 6.1%, compared with market expectations of US $6.03 billion. Among them, cloud revenue increased by 29%, Red Hat's revenue increased by 10%, and transaction processing platform revenue fell by 7%.</li><li>Global enterprise service revenue, including consulting, application management and global business process services, was US $4.34 billion, an increase of 11.6%, and the market expected US $4.06 billion, of which cloud revenue increased by 35%.</li><li>Global technology services revenue, including infrastructure and cloud services and technical support services, was US $6.34 billion, an increase of 0.4%, compared with market expectations of US $6.2 billion, of which cloud revenue fell by 1%.</li><li>System revenue, including system hardware and operating system software, was US $1.72 billion, down 7.3%, compared with market expectations of US $1.68 billion, of which cloud revenue fell 16%.</li><li>Global financial revenue, including financing and used equipment sales, was US $242 million, down 8.6%, compared with market expectations of US $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve strong growth in global enterprise services and software businesses, driving the overall revenue to accelerate growth. IBM Chief Financial Officer Jim Kavanaugh said the company's business growth is very encouraging, which is evidence that customers are adopting hybrid cloud platforms. Customers are accelerating their digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the commentary, Cosina, who took office in April last year to succeed Luo Ruilan, is committed to building a new hybrid cloud strategy for the century-old IBM, allowing customers, including competitors<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Data is stored on a variety of public clouds and private servers, including products. The results of the second quarter show that Cosina's transformation to the high-growth market of the cloud is beginning to pay off.</p><p>After the announcement of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after hours, with an increase of more than 4% at one point, and then gave up some of its gains. After 6:30 Beijing time, the after-hours increase remained above 3%. Supported by the cloud computing business with strong demand, technology giant IBM has created its strongest revenue growth in three years.</p><p>After the U.S. stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was US $18.75 billion, higher than analysts' expectations of US $18.26 billion, an increase of nearly 3.5% over the same period last year, the largest year-on-year growth rate since the second quarter of 2018; Earnings per share (EPS) in the second quarter were $2.33, which was also higher than market expectations of $2.28, a year-on-year increase of 3%.</p><p><img src=\"https://static.tigerbbs.com/33f16aae73cf9682a47050e98a012aab\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of businesses, most of IBM's business revenue in the second quarter was higher than market expectations, and cloud-related business revenue increased by 13% year-on-year to US $7 billion. Specifically include:</p><p><ul><li>The cloud and cognitive software business, including cloud applications and transaction processing platforms and Red Hat, an open source cloud software vendor acquired in 2019, recorded revenue of US $6.1 billion, a year-on-year increase of 6.1%, compared with market expectations of US $6.03 billion. Among them, cloud revenue increased by 29%, Red Hat's revenue increased by 10%, and transaction processing platform revenue fell by 7%.</li><li>Global enterprise service revenue, including consulting, application management and global business process services, was US $4.34 billion, an increase of 11.6%, and the market expected US $4.06 billion, of which cloud revenue increased by 35%.</li><li>Global technology services revenue, including infrastructure and cloud services and technical support services, was US $6.34 billion, an increase of 0.4%, compared with market expectations of US $6.2 billion, of which cloud revenue fell by 1%.</li><li>System revenue, including system hardware and operating system software, was US $1.72 billion, down 7.3%, compared with market expectations of US $1.68 billion, of which cloud revenue fell 16%.</li><li>Global financial revenue, including financing and used equipment sales, was US $242 million, down 8.6%, compared with market expectations of US $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve strong growth in global enterprise services and software businesses, driving the overall revenue to accelerate growth. IBM Chief Financial Officer Jim Kavanaugh said the company's business growth is very encouraging, which is evidence that customers are adopting hybrid cloud platforms. Customers are accelerating their digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the commentary, Keshina, who took office in April last year to succeed Luo Ruilan, is committed to building a new hybrid cloud strategy for the century-old IBM, allowing customers to store data on a variety of public clouds and private servers, including competitor Amazon and Microsoft products. The results of the second quarter show that Cosina's transformation to the high-growth market of the cloud is beginning to pay off.</p><p>After the announcement of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after hours, with an increase of more than 4% at one point, and then gave up some of its gains. After 6:30 Beijing time, the after-hours increase remained above 3%.<img src=\"https://static.tigerbbs.com/535d2301daccf1afd4752bcbe9ec6fb7\" tg-width=\"694\" tg-height=\"529\" width=\"100%\" height=\"auto\"></p>","source":"lsy1567738977881","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>Cloud computing is powerful, IBM achieves strongest revenue growth in three years</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\">\nCloud computing is powerful, IBM achieves strongest revenue growth in three years\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">老虎资讯综合</strong><span class=\"h-time small\">2021-07-20 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary:<a href=\"https://laohu8.com/S/IBM\">IBM</a>In the second quarter, total revenue increased by more than 3% year-on-year, and total cloud business revenue increased by 13%. IBM's stock price once rose more than 4% after hours. The commentary said that IBM's new CEO's hybrid cloud strategy shift is beginning to pay off. Supported by the cloud computing business with strong demand, technology giant IBM has created its strongest revenue growth in three years.</p><p>After the U.S. stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was US $18.75 billion, higher than analysts' expectations of US $18.26 billion, an increase of nearly 3.5% over the same period last year, the largest year-on-year growth rate since the second quarter of 2018; Earnings per share (EPS) in the second quarter were $2.33, which was also higher than market expectations of $2.28, a year-on-year increase of 3%.<img src=\"https://static.tigerbbs.com/636226130a5f0601909685f757532860\" tg-width=\"676\" tg-height=\"854\" width=\"100%\" height=\"auto\">In terms of businesses, most of IBM's business revenue in the second quarter was higher than market expectations, and cloud-related business revenue increased by 13% year-on-year to US $7 billion. Specifically include:</p><p><ul><li>Including cloud applications and transaction processing platforms, open source cloud software vendors acquired in 2019<a href=\"https://laohu8.com/S/RHT\">Red Hat</a>The cloud and cognitive software business recorded revenue of US $6.1 billion, a year-on-year increase of 6.1%, compared with market expectations of US $6.03 billion. Among them, cloud revenue increased by 29%, Red Hat's revenue increased by 10%, and transaction processing platform revenue fell by 7%.</li><li>Global enterprise service revenue, including consulting, application management and global business process services, was US $4.34 billion, an increase of 11.6%, and the market expected US $4.06 billion, of which cloud revenue increased by 35%.</li><li>Global technology services revenue, including infrastructure and cloud services and technical support services, was US $6.34 billion, an increase of 0.4%, compared with market expectations of US $6.2 billion, of which cloud revenue fell by 1%.</li><li>System revenue, including system hardware and operating system software, was US $1.72 billion, down 7.3%, compared with market expectations of US $1.68 billion, of which cloud revenue fell 16%.</li><li>Global financial revenue, including financing and used equipment sales, was US $242 million, down 8.6%, compared with market expectations of US $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve strong growth in global enterprise services and software businesses, driving the overall revenue to accelerate growth. IBM Chief Financial Officer Jim Kavanaugh said the company's business growth is very encouraging, which is evidence that customers are adopting hybrid cloud platforms. Customers are accelerating their digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the commentary, Cosina, who took office in April last year to succeed Luo Ruilan, is committed to building a new hybrid cloud strategy for the century-old IBM, allowing customers, including competitors<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Data is stored on a variety of public clouds and private servers, including products. The results of the second quarter show that Cosina's transformation to the high-growth market of the cloud is beginning to pay off.</p><p>After the announcement of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after hours, with an increase of more than 4% at one point, and then gave up some of its gains. After 6:30 Beijing time, the after-hours increase remained above 3%. Supported by the cloud computing business with strong demand, technology giant IBM has created its strongest revenue growth in three years.</p><p>After the U.S. stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was US $18.75 billion, higher than analysts' expectations of US $18.26 billion, an increase of nearly 3.5% over the same period last year, the largest year-on-year growth rate since the second quarter of 2018; Earnings per share (EPS) in the second quarter were $2.33, which was also higher than market expectations of $2.28, a year-on-year increase of 3%.</p><p><img src=\"https://static.tigerbbs.com/33f16aae73cf9682a47050e98a012aab\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of businesses, most of IBM's business revenue in the second quarter was higher than market expectations, and cloud-related business revenue increased by 13% year-on-year to US $7 billion. Specifically include:</p><p><ul><li>The cloud and cognitive software business, including cloud applications and transaction processing platforms and Red Hat, an open source cloud software vendor acquired in 2019, recorded revenue of US $6.1 billion, a year-on-year increase of 6.1%, compared with market expectations of US $6.03 billion. Among them, cloud revenue increased by 29%, Red Hat's revenue increased by 10%, and transaction processing platform revenue fell by 7%.</li><li>Global enterprise service revenue, including consulting, application management and global business process services, was US $4.34 billion, an increase of 11.6%, and the market expected US $4.06 billion, of which cloud revenue increased by 35%.</li><li>Global technology services revenue, including infrastructure and cloud services and technical support services, was US $6.34 billion, an increase of 0.4%, compared with market expectations of US $6.2 billion, of which cloud revenue fell by 1%.</li><li>System revenue, including system hardware and operating system software, was US $1.72 billion, down 7.3%, compared with market expectations of US $1.68 billion, of which cloud revenue fell 16%.</li><li>Global financial revenue, including financing and used equipment sales, was US $242 million, down 8.6%, compared with market expectations of US $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve strong growth in global enterprise services and software businesses, driving the overall revenue to accelerate growth. IBM Chief Financial Officer Jim Kavanaugh said the company's business growth is very encouraging, which is evidence that customers are adopting hybrid cloud platforms. Customers are accelerating their digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the commentary, Keshina, who took office in April last year to succeed Luo Ruilan, is committed to building a new hybrid cloud strategy for the century-old IBM, allowing customers to store data on a variety of public clouds and private servers, including competitor Amazon and Microsoft products. The results of the second quarter show that Cosina's transformation to the high-growth market of the cloud is beginning to pay off.</p><p>After the announcement of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after hours, with an increase of more than 4% at one point, and then gave up some of its gains. After 6:30 Beijing time, the after-hours increase remained above 3%.<img src=\"https://static.tigerbbs.com/535d2301daccf1afd4752bcbe9ec6fb7\" tg-width=\"694\" tg-height=\"529\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3635793\">老虎资讯综合</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d3f378365151f1311c3c65105038a61","relate_stocks":{"IBM":"IBM"},"source_url":"https://wallstreetcn.com/articles/3635793","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147786491","content_text":"摘要：IBM二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。评论称，IBM新CEO的混合云战略转变开始获得回报。\n\n得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。\n评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。\n\n分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。\n评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155430863,"gmtCreate":1625448012952,"gmtModify":1703741838555,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Alright.Same movie","listText":"Alright.Same movie","text":"Alright.Same movie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155430863","repostId":"1169840279","repostType":4,"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152760445,"gmtCreate":1625357620887,"gmtModify":1703740608413,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Watching","listText":"Watching","text":"Watching","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/152760445","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://ttm.financial/m/news/1146176335?lang=en_US&edition=fundamental","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1,"symbols_score_info":{"09618":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125123585,"gmtCreate":1624665057047,"gmtModify":1703842972735,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Good.Pls like and comment.Tq","listText":"Good.Pls like and comment.Tq","text":"Good.Pls like and comment.Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125123585","repostId":"1177764085","repostType":4,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894888002,"gmtCreate":1628816508706,"gmtModify":1676529863145,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/894888002","repostId":"1112131418","repostType":4,"repost":{"id":"1112131418","kind":"news","pubTimestamp":1628815688,"share":"https://ttm.financial/m/news/1112131418?lang=en_US&edition=fundamental","pubTime":"2021-08-13 08:48","market":"hk","language":"zh","title":"Byte's new consumption landscape has bottomed out: a two-pronged approach to investment and self-operation","url":"https://stock-news.laohu8.com/highlight/detail?id=1112131418","media":"Tech星球","summary":"2021年，字节跳动在新消费领域的动作愈加明显，无论是推出自主品牌，还是外部投资都有涉猎。\n3月2日，投资酒类品牌厚雪酒业，5月7日，字节跳动参与了轻食品牌鲨鱼菲特，随后又相继投资了Manner咖啡、","content":"<p>In 2021, ByteDance's actions in the new consumption field will become more and more obvious, whether it is launching independent brands or external investment.</p><p>On March 2, it invested in the liquor brand Houxue Liquor Industry. On May 7, ByteDance participated in the light food brand Shark Fitt, and then successively invested in emerging brands such as Manner coffee and lemon tea, swept the new consumer market. Multiple subdivisions of tracks, including coffee, tea and alcohol.</p><p>Attack with all your strength and invest in new consumption without boundaries. Few major manufacturers have such scale and intensity as ByteDance.</p><p>In fact, ByteDance's layout in the new consumption field is far earlier than the outside world imagined.</p><p>Tech Planet exclusively learned that Bai Guang and Liu Yuzhang, strategic cooperation directors of ByteDance, took over the newly established Beijing Xingang Trading Co., Ltd. as early as 2018. This company mainly explores new consumer businesses such as tea industry and red wine, such as cooperating with suppliers to launch a \"inspiration code\" for red wine products.</p><p>At the same time, the huge engine also explored a new liquor business in the same year-\"Follow Me Little Liquor\", and promoted it the following year, but it did not attract much attention. In addition, Byte's current internal tea drinks have also been replaced by its own brands for operation, such as the coffee brand named \"ByteCoffee\" and the tea leaves called \"ByteTea\".</p><p>In addition to the early self-operated products, Byte will also launch a new tea brand \"Taoyuan Jade Leaf\" in the near future, with the trade name \"Taotutu\", which is a<a href=\"https://laohu8.com/S/JE..UK\">instant</a>Brewed tea bags. Not only that, ByteDance will also launch a variety of new tea drinks such as \"Portuguese\" and \"Inspiration Bubble\" to enrich new consumption brands. ByteDance said: It is only used for internal welfare.</p><p>However, Tech Planet found that Taoyuan Yuye, a tea brand, has<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Opening a certification number, the source said, may be used for later commodity sales.</p><p>With the impact of consumption upgrades and users' pursuit of a healthy market environment, new consumption has become a new direction for the domestic future market. Since 2018, Byte has continued to increase its investment in new consumption fields, and has set foot in multiple consumption fields such as national fashion, tea, hot pot, alcohol, and peripheral products. With the increasing challenges of Byte's C-side traffic growth and monetization, as well as unknown variables in overseas markets, investing in new consumer businesses may become a new growth engine for ByteDance.</p><p><b>Select and invest in new consumer brands</b></p><p>Byte's foreign investment is mainly responsible for its strategic investment department. This department has been adjusting since July 2020.</p><p>In March 2020, Yan Shou, the head of strategic investment of ByteDance, was transferred to be in charge of games. After the vacancy for April, Zhu Jun Alex, the former head of TikTok products, served as the vice president of product and strategy of ByteDance, responsible for product strategy, company strategy and investment. Since then, the strategic investment department has been divided into a financial investment department, and the investment in new consumer brands is in charge of Yang Jie of this department. She was the vice president of Sequoia Capital.</p><p>During the dynamic adjustment period, Byte's investment remained running at a high speed. Tianyancha data shows that Byte started investing in 2014, with a total of 129 investment projects. From July last year to now, it has invested more than 60 projects, accounting for nearly half, and large-scale investments have continued one after another.</p><p><img src=\"https://static.tigerbbs.com/71699596751b4cd4620b469e027eee16\" tg-width=\"1054\" tg-height=\"737\" referrerpolicy=\"no-referrer\"></p><p>In addition, Byte has five main foreign investment institutions, namely Beijing Quantum Leap Technology Co., Ltd., Beijing Nebula Chuangji Technology Co., Ltd., Toutiao Co., Ltd., Beijing Flash Star Technology Co., Ltd., and Beijing ByteDance Technology Co., Ltd. These five companies have a clear division of labor and manage different investment projects respectively.</p><p><img src=\"https://static.tigerbbs.com/11d575bba649c1506f987480beb189ea\" tg-width=\"1080\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></p><p>Investment in new consumption tracks is mainly made by Beijing Quantum Leap Technology Co., Ltd., while internal companies such as \"Feiliao\"<a href=\"https://laohu8.com/S/V03.SI\">Startups</a>The incubated business was acquired by Beijing ByteDance Technology Co., Ltd.</p><p>There are many subdivisions in new consumption, and Byte is not \"open to anyone who comes\". Careful selection is the best solution.</p><p>In addition to the clear division of labor among direct investment companies, the person in charge of the track also performs his or her duties. According to sources, Tech Planet revealed that Yang Jie will review and contact the investment in external new consumption tracks, including lemon tea, mannar coffee, etc., while Bai Guang will lay out the entrepreneurial track internally.</p><p>Bai Guang is the strategic cooperation director of ByteDance, mainly for cooperation and communication with external supply chains. For example, the tea, coffee, red wine, etc. supplied internally by Byte are provided by suppliers, and Byte is the brand licensor.</p><p>Byte's investment in new consumption mainly includes tea drinks, coffee, wine, cultural creation and hot pot, etc. The recent fire of tea drinks and coffee is also its focus.</p><p><img src=\"https://static.tigerbbs.com/f0f5ccf447ffdea1dd4592d66dfd4c02\" tg-width=\"1080\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>Byte's investment in tea and coffee is not unexpected. According to the data of Zhiyan Consulting, the scale of domestic ready-made drinks is about 130 billion yuan, of which the scale of ready-made tea drinks is about 70 billion yuan, accounting for 54% of the scale of ready-made drinks; Freshly ground coffee accounts for 38% of the scale of ready-made drinks. It means that these two subdivided tracks are the mainstream consumer products of current users.</p><p>Today, ByteDance may have found the \"heytea\" and \"in its eyes in the new tea and coffee track<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>”。</p><p>In June, ByteDance invested tens of millions in Sanfa Catering, which owns the tea brand \"Lemon Season · Handmade Lemon Tea\". The hottest new tea drink this summer is lemon tea. Since Lemon Season opened its first store in Changsha in February this year, the number of stores has exceeded 140 in just 5 months, mainly distributed in Hunan. The monthly revenue of a single store exceeds 200,000.</p><p>In the field of coffee, on June 16, Shanghai Yinhe Industrial Co., Ltd., an affiliated company of Manner Coffee, added financing information, and ByteDance became a new investor. In the past six months, Manner Coffee has received four financings. ByteDance has captured the current coffee track, the hottest brand Manner coffee after Ruixing.</p><p>according to<a href=\"https://laohu8.com/S/JG\">Aurora</a>Survey data shows that the growth rates of my country's freshly ground coffee market from 2016 to 2020 are 28.5%, 23.5%, 37.3%, and 25.4% respectively, which are 2%-9% higher than the overall growth rate of the coffee market. It means that at Starbucks,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Driven by chain coffee brands such as Helian Coffee, the market penetration rate of freshly ground coffee is constantly increasing. In addition, 54.9% of consumers regard coffee as a \"casual drink\", rather than just a refreshing auxiliary drink.</p><p>Changes in consumption concepts have led to the rapid rise of the coffee market and attracted the influx of new Internet players such as Byte. Although it is a cross-border entry, it will not affect Byte's heavy investment in new consumption at all.</p><p><b>A small test of \"tea, wine and coffee\"</b></p><p>The investment is not enough, and Byte has also personally entered the market in the new consumption field, and has begun to launch new products and new tea drinks with its own IP internally very early.</p><p>According to a Byte employee who revealed to Tech Planet, currently, there are two major brands of beverages within Byte, namely \"ByteTea\" and \"ByteCoffee\".</p><p>An employee in the Byte office area located in Xueqing Jiayuan told Tech Planet, \"The best thing to drink in Byte is' Coconut Ice Shake Coffee ', and ByteTea has a variety of flavors to choose from. Of course, if you change Byte Coffee It's even better to replace it with the newly invested manner.\" With the addition of new tea drinks such as Portuguese flavor and inspiration bubbles, the diversity of tea drinks within Byte will be richer.</p><p><img src=\"https://static.tigerbbs.com/8802b89b4df969c1191865c370856769\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>A person in the consumer industry believes that Byte has launched so many tea drink brands internally, on the one hand, to improve the welfare benefits of employees, and on the other hand, it is constantly making dynamic adjustments through trial and error. It is hoped that employees will continue to make suggestions on these new tea drinks, so that its taste can be adjusted, more suitable drinks can be launched, and if there is a suitable opportunity, it can be sold to the outside world, similar to<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It's the same as the hanging-ear coffee sold not long ago.</p><p>It is understood that Byte is planning a new business \"Taoyuan Jade Leaf\" and will launch a tea bag product called \"Taotu\". Sources told Tech Planet that it may be sold to the outside world later. At present, Taoyuan Yuye has opened a certification number on Douyin as a window for Byte's later promotion, and the raw materials of tea may be supplied by a tea factory located in Fujian.</p><p><img src=\"https://static.tigerbbs.com/9e00bc86f3b0ff7dd48794a310067915\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p><p>Note: The IP image of Taoyuan Yuye and the certified Douyin account of Taoyuan Yuye.</p><p>In addition to tea drinks, Byte has been studying the beverage business since 2018. There are two main lines running, one is for the consumer side, and the other is for the internal side.</p><p>Many employees will receive this bottle of red wine called \"Inspiration Code\" internally. Li Hong, an employee of Byte, joked: When you are confused by typing the code, drink a bottle of \"inspiration code\" and you will be excited instantly.</p><p><img src=\"https://static.tigerbbs.com/85d60a978ead921c164f151a3ec93c07\" tg-width=\"1068\" tg-height=\"879\" referrerpolicy=\"no-referrer\"></p><p>Another is the liquor business line, which is operated by a huge engine. The business name is \"Suiwo Xiaojiu\", and the outside world knows little about this business. The manufacturer is Sichuan Yibin Jinnanfu Liquor Co., Ltd., which focuses on Luzhou-flavor liquor brand.</p><p><img src=\"https://static.tigerbbs.com/7305ceb4040b4878d9b11bebc7efc730\" tg-width=\"1080\" tg-height=\"579\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Although there is the traffic blessing of Byte's channels such as Pippixia, Toutiao and Douyin, the sales of \"Suiwo Xiaojiu\" are not satisfactory. Take the \"Follow Me\" Tmall flagship store as an example. The monthly sales volume of its main 6 products, except for the 6-bottle \"Follow Me Wine\" worth 129 yuan, which was paid by 21 people, the monthly sales of the other 5 products are mostly single digits, and there is even an embarrassing situation where the monthly sales are 0.</p><p>Due to poor performance, the business immediately stopped in 2020. A partner close to Byte said that they were not optimistic about this product. On the one hand, they did not invest much in publicity, and on the other hand, they did not relate to Jiang Xiaobai. There is a difference, and failure is inevitable.</p><p>The closure of \"Follow Me Little Wine\" is Byte's attempt to personally enter the market to make new consumer goods, and it also lays the groundwork for the current investment in the consumer track and internal testing of the waters.</p><p>In addition to the above businesses, Byte is also advancing in an orderly manner in building an online model of \"IP + new consumption\". At first, there was a mall called \"ByteMall\" within Byte, where employees could purchase Byte IP products. Later, after Byte invested in the acquisition of the men's clothing brand \"Silicon Bio\", it transformed it into its own IP peripheral brand on its basis. Brand \"Douyin Wenchuang\". At present, stores have been opened on Taobao and Douyin one after another, selling Byte peripherals and co-branded products, including tea filters, gift boxes, umbrellas, etc. Since Byte's IP is still in its infancy, the brand effect is not obvious enough, so the sales volume is not too large.</p><p>Byte's layout ideas in the new consumption track have become clearer, with two paths running in parallel: on the one hand, using investment to deepen the external moat, and promoting external marketing and cooperation; On the other hand, it is internal trial and error to lay out the C-end market.</p><p><b>Can the word \"energy conservation\" tell the new story of new consumption?</b></p><p>In recent years, new consumer brands have risen rapidly and become a special landscape in the venture capital market.</p><p>Genki Forest, established in 2016, sold more than 1 billion bottles in 2020, and its valuation soared to 14 billion; The newly established Wang Baobao in 2018 became the top seller of Tmall cereal in Double 11 in 2019;<a href=\"https://laohu8.com/S/09992\">Pop Mart</a>It brought fire to the \"blind box economy\", and the current market value has stabilized at 100 billion...</p><p>The outbreak of new consumption is no accident. As the traffic of mobile Internet tends to be saturated, ByteDance has to find new growth points, Genki Forest,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>With the rise of Byte, Byte also wants to rely on the current east wind of new consumption to get a share of the pie.</p><p>The new consumer companies and businesses invested by Byte, whether it is the time when the company was established or the time when the business was launched, are within two years, indicating that these companies are younger. For Byte, deploying these start-ups in advance may lead to an industry giant in the later stage.</p><p>The new consumers are mainly young people, and the audiences of Byte's Douyin, Xigua, Volcano Video, Toutiao and other products also happen to be young people. They understand young people better and make Byte more optimistic about new consumption.</p><p>According to the \"2020 China Consumer Survey Report\" released by McKinsey, \"young shoppers\" in second-tier and below cities accounted for only 25% of the respondents in the survey sample, but they contributed nearly 60% to the growth of consumer expenditure that year. Young people are becoming the new main force in the consumer market.</p><p>As Douyin put forward the concept of \"interest e-commerce\", it also ushered in the consumption entrance. By contenting interesting items and then recommending them to interested people, potential users can be further engaged.</p><p>On July 24, Qi Wei, the recommendation officer of Douyin Super Product Awards, conducted a live broadcast of a new consumer brand for fans in the live broadcast room, achieving 21 million GMV and more than 450 million omni-channel exposure. With the help of Douyin e-commerce, both self-operated consumer brands and invested companies will gain greater exposure opportunities.</p><p>New consumption model, good at integrating<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>Combine. In addition to the online layout, Byte has invested in new consumer brands such as Lemon Tea and Lazy Bear Hotpot offline. Although Byte will not personally participate in the operation, it does not mean that Byte will not find another way to participate in it and become a supply chain. part of.</p><p>In terms of talents, Douyin's e-commerce logistics business has welcomed many former Alibaba P9 supply chain/logistics talents to join this year. This is a microcosm of Douyin's efforts in the supply chain and logistics system. It is not ruled out that it will provide its own services for new online and even offline consumer merchants in the future.</p><p>In addition, in terms of huge engines, it is also increasing cooperation with the food, beverage and alcohol industry. It is reported that Byte hopes to maintain and develop major customers in the food and fast-moving consumer goods industry in Guangdong, Sichuan and other places, and establish in-depth cooperation with enterprises.</p><p>It should be noted that Genki Forest, Luckin Coffee, Bubble Mart, etc. have firmly grasped the positions of their respective industries, and Genki Forest has begun to make diversified products such as beer and milk tea, while Luckin Coffee has launched new products such as coffee peripherals and tea drinks, leading players have begun to penetrate each other in business and compete fiercely.</p><p>For Byte, the new consumer business currently invested and self-developed is still in its infancy, and there is still a long way to go.</p>","source":"techxq","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>Byte's new consumption landscape has bottomed out: a two-pronged approach to investment and self-operation</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\">\nByte's new consumption landscape has bottomed out: a two-pronged approach to investment and self-operation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Tech星球</strong><span class=\"h-time small\">2021-08-13 08:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In 2021, ByteDance's actions in the new consumption field will become more and more obvious, whether it is launching independent brands or external investment.</p><p>On March 2, it invested in the liquor brand Houxue Liquor Industry. On May 7, ByteDance participated in the light food brand Shark Fitt, and then successively invested in emerging brands such as Manner coffee and lemon tea, swept the new consumer market. Multiple subdivisions of tracks, including coffee, tea and alcohol.</p><p>Attack with all your strength and invest in new consumption without boundaries. Few major manufacturers have such scale and intensity as ByteDance.</p><p>In fact, ByteDance's layout in the new consumption field is far earlier than the outside world imagined.</p><p>Tech Planet exclusively learned that Bai Guang and Liu Yuzhang, strategic cooperation directors of ByteDance, took over the newly established Beijing Xingang Trading Co., Ltd. as early as 2018. This company mainly explores new consumer businesses such as tea industry and red wine, such as cooperating with suppliers to launch a \"inspiration code\" for red wine products.</p><p>At the same time, the huge engine also explored a new liquor business in the same year-\"Follow Me Little Liquor\", and promoted it the following year, but it did not attract much attention. In addition, Byte's current internal tea drinks have also been replaced by its own brands for operation, such as the coffee brand named \"ByteCoffee\" and the tea leaves called \"ByteTea\".</p><p>In addition to the early self-operated products, Byte will also launch a new tea brand \"Taoyuan Jade Leaf\" in the near future, with the trade name \"Taotutu\", which is a<a href=\"https://laohu8.com/S/JE..UK\">instant</a>Brewed tea bags. Not only that, ByteDance will also launch a variety of new tea drinks such as \"Portuguese\" and \"Inspiration Bubble\" to enrich new consumption brands. ByteDance said: It is only used for internal welfare.</p><p>However, Tech Planet found that Taoyuan Yuye, a tea brand, has<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Opening a certification number, the source said, may be used for later commodity sales.</p><p>With the impact of consumption upgrades and users' pursuit of a healthy market environment, new consumption has become a new direction for the domestic future market. Since 2018, Byte has continued to increase its investment in new consumption fields, and has set foot in multiple consumption fields such as national fashion, tea, hot pot, alcohol, and peripheral products. With the increasing challenges of Byte's C-side traffic growth and monetization, as well as unknown variables in overseas markets, investing in new consumer businesses may become a new growth engine for ByteDance.</p><p><b>Select and invest in new consumer brands</b></p><p>Byte's foreign investment is mainly responsible for its strategic investment department. This department has been adjusting since July 2020.</p><p>In March 2020, Yan Shou, the head of strategic investment of ByteDance, was transferred to be in charge of games. After the vacancy for April, Zhu Jun Alex, the former head of TikTok products, served as the vice president of product and strategy of ByteDance, responsible for product strategy, company strategy and investment. Since then, the strategic investment department has been divided into a financial investment department, and the investment in new consumer brands is in charge of Yang Jie of this department. She was the vice president of Sequoia Capital.</p><p>During the dynamic adjustment period, Byte's investment remained running at a high speed. Tianyancha data shows that Byte started investing in 2014, with a total of 129 investment projects. From July last year to now, it has invested more than 60 projects, accounting for nearly half, and large-scale investments have continued one after another.</p><p><img src=\"https://static.tigerbbs.com/71699596751b4cd4620b469e027eee16\" tg-width=\"1054\" tg-height=\"737\" referrerpolicy=\"no-referrer\"></p><p>In addition, Byte has five main foreign investment institutions, namely Beijing Quantum Leap Technology Co., Ltd., Beijing Nebula Chuangji Technology Co., Ltd., Toutiao Co., Ltd., Beijing Flash Star Technology Co., Ltd., and Beijing ByteDance Technology Co., Ltd. These five companies have a clear division of labor and manage different investment projects respectively.</p><p><img src=\"https://static.tigerbbs.com/11d575bba649c1506f987480beb189ea\" tg-width=\"1080\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></p><p>Investment in new consumption tracks is mainly made by Beijing Quantum Leap Technology Co., Ltd., while internal companies such as \"Feiliao\"<a href=\"https://laohu8.com/S/V03.SI\">Startups</a>The incubated business was acquired by Beijing ByteDance Technology Co., Ltd.</p><p>There are many subdivisions in new consumption, and Byte is not \"open to anyone who comes\". Careful selection is the best solution.</p><p>In addition to the clear division of labor among direct investment companies, the person in charge of the track also performs his or her duties. According to sources, Tech Planet revealed that Yang Jie will review and contact the investment in external new consumption tracks, including lemon tea, mannar coffee, etc., while Bai Guang will lay out the entrepreneurial track internally.</p><p>Bai Guang is the strategic cooperation director of ByteDance, mainly for cooperation and communication with external supply chains. For example, the tea, coffee, red wine, etc. supplied internally by Byte are provided by suppliers, and Byte is the brand licensor.</p><p>Byte's investment in new consumption mainly includes tea drinks, coffee, wine, cultural creation and hot pot, etc. The recent fire of tea drinks and coffee is also its focus.</p><p><img src=\"https://static.tigerbbs.com/f0f5ccf447ffdea1dd4592d66dfd4c02\" tg-width=\"1080\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>Byte's investment in tea and coffee is not unexpected. According to the data of Zhiyan Consulting, the scale of domestic ready-made drinks is about 130 billion yuan, of which the scale of ready-made tea drinks is about 70 billion yuan, accounting for 54% of the scale of ready-made drinks; Freshly ground coffee accounts for 38% of the scale of ready-made drinks. It means that these two subdivided tracks are the mainstream consumer products of current users.</p><p>Today, ByteDance may have found the \"heytea\" and \"in its eyes in the new tea and coffee track<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>”。</p><p>In June, ByteDance invested tens of millions in Sanfa Catering, which owns the tea brand \"Lemon Season · Handmade Lemon Tea\". The hottest new tea drink this summer is lemon tea. Since Lemon Season opened its first store in Changsha in February this year, the number of stores has exceeded 140 in just 5 months, mainly distributed in Hunan. The monthly revenue of a single store exceeds 200,000.</p><p>In the field of coffee, on June 16, Shanghai Yinhe Industrial Co., Ltd., an affiliated company of Manner Coffee, added financing information, and ByteDance became a new investor. In the past six months, Manner Coffee has received four financings. ByteDance has captured the current coffee track, the hottest brand Manner coffee after Ruixing.</p><p>according to<a href=\"https://laohu8.com/S/JG\">Aurora</a>Survey data shows that the growth rates of my country's freshly ground coffee market from 2016 to 2020 are 28.5%, 23.5%, 37.3%, and 25.4% respectively, which are 2%-9% higher than the overall growth rate of the coffee market. It means that at Starbucks,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Driven by chain coffee brands such as Helian Coffee, the market penetration rate of freshly ground coffee is constantly increasing. In addition, 54.9% of consumers regard coffee as a \"casual drink\", rather than just a refreshing auxiliary drink.</p><p>Changes in consumption concepts have led to the rapid rise of the coffee market and attracted the influx of new Internet players such as Byte. Although it is a cross-border entry, it will not affect Byte's heavy investment in new consumption at all.</p><p><b>A small test of \"tea, wine and coffee\"</b></p><p>The investment is not enough, and Byte has also personally entered the market in the new consumption field, and has begun to launch new products and new tea drinks with its own IP internally very early.</p><p>According to a Byte employee who revealed to Tech Planet, currently, there are two major brands of beverages within Byte, namely \"ByteTea\" and \"ByteCoffee\".</p><p>An employee in the Byte office area located in Xueqing Jiayuan told Tech Planet, \"The best thing to drink in Byte is' Coconut Ice Shake Coffee ', and ByteTea has a variety of flavors to choose from. Of course, if you change Byte Coffee It's even better to replace it with the newly invested manner.\" With the addition of new tea drinks such as Portuguese flavor and inspiration bubbles, the diversity of tea drinks within Byte will be richer.</p><p><img src=\"https://static.tigerbbs.com/8802b89b4df969c1191865c370856769\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>A person in the consumer industry believes that Byte has launched so many tea drink brands internally, on the one hand, to improve the welfare benefits of employees, and on the other hand, it is constantly making dynamic adjustments through trial and error. It is hoped that employees will continue to make suggestions on these new tea drinks, so that its taste can be adjusted, more suitable drinks can be launched, and if there is a suitable opportunity, it can be sold to the outside world, similar to<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It's the same as the hanging-ear coffee sold not long ago.</p><p>It is understood that Byte is planning a new business \"Taoyuan Jade Leaf\" and will launch a tea bag product called \"Taotu\". Sources told Tech Planet that it may be sold to the outside world later. At present, Taoyuan Yuye has opened a certification number on Douyin as a window for Byte's later promotion, and the raw materials of tea may be supplied by a tea factory located in Fujian.</p><p><img src=\"https://static.tigerbbs.com/9e00bc86f3b0ff7dd48794a310067915\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p><p>Note: The IP image of Taoyuan Yuye and the certified Douyin account of Taoyuan Yuye.</p><p>In addition to tea drinks, Byte has been studying the beverage business since 2018. There are two main lines running, one is for the consumer side, and the other is for the internal side.</p><p>Many employees will receive this bottle of red wine called \"Inspiration Code\" internally. Li Hong, an employee of Byte, joked: When you are confused by typing the code, drink a bottle of \"inspiration code\" and you will be excited instantly.</p><p><img src=\"https://static.tigerbbs.com/85d60a978ead921c164f151a3ec93c07\" tg-width=\"1068\" tg-height=\"879\" referrerpolicy=\"no-referrer\"></p><p>Another is the liquor business line, which is operated by a huge engine. The business name is \"Suiwo Xiaojiu\", and the outside world knows little about this business. The manufacturer is Sichuan Yibin Jinnanfu Liquor Co., Ltd., which focuses on Luzhou-flavor liquor brand.</p><p><img src=\"https://static.tigerbbs.com/7305ceb4040b4878d9b11bebc7efc730\" tg-width=\"1080\" tg-height=\"579\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Although there is the traffic blessing of Byte's channels such as Pippixia, Toutiao and Douyin, the sales of \"Suiwo Xiaojiu\" are not satisfactory. Take the \"Follow Me\" Tmall flagship store as an example. The monthly sales volume of its main 6 products, except for the 6-bottle \"Follow Me Wine\" worth 129 yuan, which was paid by 21 people, the monthly sales of the other 5 products are mostly single digits, and there is even an embarrassing situation where the monthly sales are 0.</p><p>Due to poor performance, the business immediately stopped in 2020. A partner close to Byte said that they were not optimistic about this product. On the one hand, they did not invest much in publicity, and on the other hand, they did not relate to Jiang Xiaobai. There is a difference, and failure is inevitable.</p><p>The closure of \"Follow Me Little Wine\" is Byte's attempt to personally enter the market to make new consumer goods, and it also lays the groundwork for the current investment in the consumer track and internal testing of the waters.</p><p>In addition to the above businesses, Byte is also advancing in an orderly manner in building an online model of \"IP + new consumption\". At first, there was a mall called \"ByteMall\" within Byte, where employees could purchase Byte IP products. Later, after Byte invested in the acquisition of the men's clothing brand \"Silicon Bio\", it transformed it into its own IP peripheral brand on its basis. Brand \"Douyin Wenchuang\". At present, stores have been opened on Taobao and Douyin one after another, selling Byte peripherals and co-branded products, including tea filters, gift boxes, umbrellas, etc. Since Byte's IP is still in its infancy, the brand effect is not obvious enough, so the sales volume is not too large.</p><p>Byte's layout ideas in the new consumption track have become clearer, with two paths running in parallel: on the one hand, using investment to deepen the external moat, and promoting external marketing and cooperation; On the other hand, it is internal trial and error to lay out the C-end market.</p><p><b>Can the word \"energy conservation\" tell the new story of new consumption?</b></p><p>In recent years, new consumer brands have risen rapidly and become a special landscape in the venture capital market.</p><p>Genki Forest, established in 2016, sold more than 1 billion bottles in 2020, and its valuation soared to 14 billion; The newly established Wang Baobao in 2018 became the top seller of Tmall cereal in Double 11 in 2019;<a href=\"https://laohu8.com/S/09992\">Pop Mart</a>It brought fire to the \"blind box economy\", and the current market value has stabilized at 100 billion...</p><p>The outbreak of new consumption is no accident. As the traffic of mobile Internet tends to be saturated, ByteDance has to find new growth points, Genki Forest,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>With the rise of Byte, Byte also wants to rely on the current east wind of new consumption to get a share of the pie.</p><p>The new consumer companies and businesses invested by Byte, whether it is the time when the company was established or the time when the business was launched, are within two years, indicating that these companies are younger. For Byte, deploying these start-ups in advance may lead to an industry giant in the later stage.</p><p>The new consumers are mainly young people, and the audiences of Byte's Douyin, Xigua, Volcano Video, Toutiao and other products also happen to be young people. They understand young people better and make Byte more optimistic about new consumption.</p><p>According to the \"2020 China Consumer Survey Report\" released by McKinsey, \"young shoppers\" in second-tier and below cities accounted for only 25% of the respondents in the survey sample, but they contributed nearly 60% to the growth of consumer expenditure that year. Young people are becoming the new main force in the consumer market.</p><p>As Douyin put forward the concept of \"interest e-commerce\", it also ushered in the consumption entrance. By contenting interesting items and then recommending them to interested people, potential users can be further engaged.</p><p>On July 24, Qi Wei, the recommendation officer of Douyin Super Product Awards, conducted a live broadcast of a new consumer brand for fans in the live broadcast room, achieving 21 million GMV and more than 450 million omni-channel exposure. With the help of Douyin e-commerce, both self-operated consumer brands and invested companies will gain greater exposure opportunities.</p><p>New consumption model, good at integrating<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>Combine. In addition to the online layout, Byte has invested in new consumer brands such as Lemon Tea and Lazy Bear Hotpot offline. Although Byte will not personally participate in the operation, it does not mean that Byte will not find another way to participate in it and become a supply chain. part of.</p><p>In terms of talents, Douyin's e-commerce logistics business has welcomed many former Alibaba P9 supply chain/logistics talents to join this year. This is a microcosm of Douyin's efforts in the supply chain and logistics system. It is not ruled out that it will provide its own services for new online and even offline consumer merchants in the future.</p><p>In addition, in terms of huge engines, it is also increasing cooperation with the food, beverage and alcohol industry. It is reported that Byte hopes to maintain and develop major customers in the food and fast-moving consumer goods industry in Guangdong, Sichuan and other places, and establish in-depth cooperation with enterprises.</p><p>It should be noted that Genki Forest, Luckin Coffee, Bubble Mart, etc. have firmly grasped the positions of their respective industries, and Genki Forest has begun to make diversified products such as beer and milk tea, while Luckin Coffee has launched new products such as coffee peripherals and tea drinks, leading players have begun to penetrate each other in business and compete fiercely.</p><p>For Byte, the new consumer business currently invested and self-developed is still in its infancy, and there is still a long way to go.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/HKWWoebyShR7983uCBSmvQ\">Tech星球</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2958907307044929d330311c413c1a4f","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/HKWWoebyShR7983uCBSmvQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112131418","content_text":"2021年，字节跳动在新消费领域的动作愈加明显，无论是推出自主品牌，还是外部投资都有涉猎。\n3月2日，投资酒类品牌厚雪酒业，5月7日，字节跳动参与了轻食品牌鲨鱼菲特，随后又相继投资了Manner咖啡、柠茶等新兴品牌，席卷了新消费市场的多个细分赛道，包括咖啡、茶饮和酒类等。\n全力出击，不设边界的投入新消费，大厂中鲜有如字节跳动这般规模和力度。\n实际上，字节跳动在新消费领域的布局远比外界想象中的更早。\nTech星球独家获悉，字节跳动战略合作总监白光以及刘钰章等，早在2018年就接管了成立不久的北京新港商贸有限公司，这家公司主要探索茶业、红酒等新消费业务，比如和供应商合作推出红酒商品“灵感代码”。\n与此同时，巨量引擎也在同年探索白酒类新业务——“随我小酒”，并在次年进行推广，但并未引起太大关注。此外，字节现在内部的茶饮，也更换为自家的品牌进行运营，比如咖啡品牌名为“ByteCoffee”、茶叶为“ByteTea”。\n除了早期的自营商品外，近期，字节还将推出全新的茶饮品牌“桃源玉叶”，商品名为“桃荼荼”，是一个即食冲饮的茶包。不止如此，字节跳动还将推出“葡里葡气”、“灵感泡泡”等多款新式茶饮，丰富新消费的品牌。字节跳动方面对此表示：只是用于内部福利。\n然而，Tech星球发现，桃源玉叶这款茶饮品牌已在抖音开设认证号，消息人士表示，或将用于后期的商品售卖。\n随着消费升级和用户追求健康的市场环境影响，新消费成为了国内未来市场的新方向。从2018年开始，字节就开始在新消费领域持续加码，已涉足国潮、茶饮、火锅、酒类、周边等多个消费领域。随着字节在C端流量增长与变现挑战越来越大，以及海外市场的未知变数，投入到新消费业务中，或许会成为字节跳动新的增长引擎。\n精挑细选投资新消费品牌\n字节对外投资，主要由其战略投资部负责。这一部门从2020年7月起，就一直在调整。\n2020年3月，字节跳动战略投资负责人严授转岗负责游戏，空缺4月后，由原TikTok产品负责人朱骏Alex担任字节跳动产品和战略副总裁，负责产品战略、公司战略和投资。此后，战略投资部门内部分化出财务投资部门，新消费品牌投资则由该部门的杨洁负责，她曾任红杉资本副总裁。\n动态调整期间，字节的投资依旧保持高速运转。天眼查数据显示，字节从2014年开始做投资，共投资项目129起，仅从去年7月到现在的一年时间内，投资了60多起，占近一半左右，大手笔投资接连不断。\n\n此外，字节对外的投资机构主要有5个，分别为北京量子跃动科技有限公司、北京星云创迹科技有限公司、今日头条有限公司、北京闪星科技有限公司、北京字节跳动科技有限公司，这5家公司分工明确，分别管理不同的投资项目。\n\n新消费赛道的投资主要由北京量子跃动科技有限公司进行，而像“飞聊”等内部创业公司孵化的业务，则由北京字节跳动科技有限公司并购。\n新消费中的细分领域繁多，字节并非“来者不拒”，精挑细选才是最优解。\n除了直投公司进行明确分工外，赛道的负责人也各司其职。据消息人士向Tech星球透露，此次参与外部新消费赛道投资，由杨洁进行审核和接触，包括柠茶、mannar咖啡等，内部则由白光进行创业赛道的布局。\n白光为字节跳动战略合作总监，主要是与外部供应链进行合作交流。例如，字节内部供应的茶饮、咖啡、红酒等是由供应商提供，字节则是品牌授权方。\n字节在新消费的投资上，主要有茶饮、咖啡、酒、文创和火锅等，近期大火的茶饮和咖啡也是其重点关注赛道。\n\n字节投资茶饮和咖啡并不意外。智妍咨询的数据显示，国内现制饮品规模约1300亿元，其中，现制茶饮规模约700亿元，占现制饮品规模的54%；现磨咖啡占现制饮品规模的38%。意味着这两个细分赛道是当前用户的主流消费商品。\n如今，字节跳动可能已经在新茶饮和咖啡赛道，找到了眼中的“喜茶”和“星巴克”。\n6月份，字节跳动数千万投资予三发餐饮，后者旗下拥有茶饮品牌“柠季·手打柠檬茶”。这个夏天最火的新茶饮品便是柠檬茶，柠季自今年2月在长沙开出首家门店以来，短短5个月时间，门店数已超140家，主要分布在湖南地区，单店月营收超过20万。\n而在咖啡领域，6月16日，Manner咖啡关联公司上海茵赫实业有限公司新增融资信息，字节跳动成为新投资人。在过去半年内，Manner咖啡已获得了4次融资。字节跳动捕获了目前咖啡赛道，继瑞幸后最火的品牌Manner咖啡。\n根据极光调研数据显示，2016-2020年我国现磨咖啡市场的增速分别为28.5%、23.5%、37.3%、25.4%，比咖啡市场的总体增速高出2%-9%。意味着在星巴克、瑞幸咖啡和连咖啡等连锁咖啡品牌的推动下，现磨咖啡的市场渗透率在不断提高。此外，54.9%的消费者将咖啡作为“休闲饮料”，而不仅仅是提神醒脑的一个辅助功能饮品。\n消费观的改变，让咖啡市场火速崛起，也吸引了字节等互联网新玩家涌入。虽然是跨界入局，但丝毫不会影响字节对新消费的大力投入。\n小试牛刀“茶、酒和咖啡”\n投资不过瘾，字节也在新消费领域亲自入场“操刀”，在内部很早就开始推出了自有IP的新商品、新茶饮。\n据一位字节员工向Tech星球透露，目前，在字节内部有“ByteTea”和“ByteCoffee”等两大品牌饮料。\n位于学清嘉园的字节办公区的一位员工告诉Tech星球，“字节最好喝的是‘椰清冰摇咖啡’，ByteTea有多种口味可以进行选择。当然，如果把字节咖啡换成刚投资的manner那就更好了。”随着葡里葡气、灵感泡泡等新式茶饮的加入，字节内部在茶饮方面的多样性上会更加丰富。\n\n一位消费行业人士认为，字节在内部推出这么多的茶饮品牌，一方面是为了提高员工的福利待遇，另外一方面，则是不断试错动态调整，希望员工对这些新茶饮不断提出建议，从而可以对其口味进行调整，推出更适合的饮品，如有合适的机会，则可以向外界进行售卖，类似于知乎前不久售卖的挂耳咖啡一样。\n据了解，字节正在筹划新的业务“桃源玉叶”，将推出名为“桃荼荼”的茶包商品，消息人士对Tech星球表示，后期或对外进行售卖。目前桃源玉叶，已经在抖音上开设了认证号，作为字节后期推广的一个窗口，而茶叶的原料或由位于福建的一家茶叶厂供应。\n\n注：桃源玉叶的IP形象和桃源玉叶的认证抖音号。\n除了茶饮外，字节从2018年开始就在研究酒水业务，主要有两条线在跑，一条是面向消费端，另外一条则是对内。\n对内名为“灵感代码”的红酒，有不少员工会收到这瓶红酒。字节的员工李宏打趣道：敲代码迷糊的时候，喝瓶“灵感代码”，瞬间就来劲了。\n\n还有一条则是白酒业务线，由巨量引擎操盘，业务名为“随我小酒”，外界对该业务了解甚少。制造方为四川宜宾金南福酒业有限责任公司，主打浓香型白酒品牌。\n\n虽然有皮皮虾、今日头条和抖音等字节旗下渠道的流量加持，但“随我小酒”的销售不尽如人意。以“随我”天猫旗舰店为例，其主销的6款商品的月销量，除了价值129元6瓶装的“随我小酒”有21人付款外，另外的5个商品月销多为个位数，甚至还有月销为0的尴尬情况。\n由于业绩不佳，该业务随即在2020年停了下来，一位接近字节的合作伙伴表示，他们对这款商品并不看好，一方面是宣传投入不大，一方面则是没有和江小白有区别，失败也是必然。\n“随我小酒”的关停，是字节在亲自入场做新消费品上的尝试，也为现在进行消费赛道的投资和内部试水，埋下了伏笔。\n除了以上业务外，字节在“IP+新消费”的线上模式打造上，也在有条不紊地推进。起初字节内部有一个名为“ByteMall”的商城，可供员工进行字节IP商品的购买，后来字节投资并购男装品牌“硅基生物”后，在其基础上改造成自有IP周边新品牌“抖音文创”。目前已在淘宝、抖音上陆续开店，售卖字节周边和联名商品，有滤茶器、礼盒、雨伞等，由于字节的IP还处于起步阶段，品牌效应不够明显，所以销量不是太大。\n字节在新消费赛道的布局思路，变得愈加明晰，两条路并行：一方面利用投资，加深外部的护城河，并推动外部的营销和合作；另一方面，则是内部试错，布局C端市场。\n字节能讲好新消费这个新故事吗？\n近年来，新消费品牌迅速崛起，成为创投市场一道特别的风景线。\n2016年成立的元气森林，在2020年的销量超过10亿瓶，估值飙升到140亿；2018年新成立的王饱饱，在2019年双11中成为天猫麦片销冠；泡泡玛特则带火了“盲盒经济”，目前市值已稳居千亿……\n新消费爆发并非偶然。而随着移动互联的流量趋于饱和，字节跳动不得不寻找新的增长点，元气森林、瑞幸咖啡的崛起，让字节也想凭借时下这股新消费的东风，分一杯羹。\n字节投资的新消费企业和业务，无论是公司成立时间还是业务上线的时间，都在两年内，说明这些企业都偏年轻化。对于字节而言，提早布局这些初创企业，或有可能在后期有可能跑出一个行业巨头。\n新消费的人群主要是年轻人，而字节的抖音、西瓜、火山视频、今头条等产品的受众，也恰好都是年轻人，更懂年轻人，也让字节更看好新消费。\n据麦肯锡发布的《2020年中国消费者调查报告》显示，调查样本中二线及以下城市“年轻购物达人”仅占受访者的25%，却为当年消费支出增长贡献了近60%，年轻人正成为消费市场新的主力军。\n而随着抖音提出“兴趣电商”概念后，也迎来了消费入口。通过将有趣的商品内容化，然后再推荐给感兴趣的人，可以进一步吸引潜在的用户。\n7月24日，抖音超品大赏推荐官戚薇在直播间为粉丝进行一款新消费品牌的直播带货，取得2100万GMV和超过4.5亿的全渠道曝光量。借助抖音电商，无论是自营的消费品牌，还是投资的企业，都将获得更大的曝光机会。\n新消费模式，擅长将线上线下相结合。除了线上的布局外，字节在线下投资了柠茶、懒熊火锅等新消费品牌，虽然字节不会亲自下场参与运营，但并不意味着字节不会另辟蹊径参与其中，成为供应链的一部分。\n人才方面，抖音电商物流业务，今年已迎来多位前阿里P9级供应链/物流人才加入。这是抖音在供应链、物流体系上发力布局的一个缩影，不排除以后为线上甚至线下的新消费商家提供自家的服务。\n此外，巨量引擎方面，也在加大对食品饮料酒水行业的合作力度。据悉，字节希望维护并开拓在广东、四川等地的食品快消行业的大客户，建立与企业的深度合作。\n需要注意的是，元气森林、瑞幸咖啡、泡泡玛特等已经牢牢把握住各自所在行业的地位，而且像元气森林已经开始做啤酒、奶茶等多元化产品，瑞幸咖啡则推出有别于咖啡的周边和茶饮等新产品，头部玩家在业务上已经开始互相渗透，进行着激烈的竞争。\n对于字节而言，目前投资和自研的新消费业务，仍然还是一个初期阶段，还有很长一段路要走。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalS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15:03","market":"us","language":"zh","title":"As soon as October! The Biden administration will be deep in fiscal cliff crisis","url":"https://stock-news.laohu8.com/highlight/detail?id=2153324647","media":"华尔街见闻","summary":"如果国会一直不提高债务上限，可能最快今年秋季，拜登政府就会上任后首次面临财政悬崖的威胁。\n为美国国会提供预算和经济信息的国会预算办公室（CBO）最新预计，美国财政部可能在今年10月或者11月用尽所有避","content":"<p>If Congress keeps not raising the debt ceiling, the Biden administration may face the threat of a fiscal cliff for the first time since taking office as soon as this fall.</p><p>The Congressional Budget Office (CBO), which provides budget and economic information to the U.S. Congress, recently predicts that the U.S. Treasury Department may exhaust all means to avoid the debt ceiling in October or November this year.</p><p>The CBO forecast shows the deadline the Biden administration must address issues raised by the expiration of the debt ceiling forgiveness.</p><p><a href=\"https://laohu8.com/S/600918\">Zhongtai Securities</a>The chart below shows the recent forecast of the Bipartisan Policy Center, which shows that under a pessimistic scenario, assuming that federal spending grows more than expected, or the recovery slows and government revenue is insufficient, the Treasury Department runs out of unconventional means and runs out of cash on hand. The \"X date\" may be brought forward to October. In an optimistic scenario, assuming economic growth exceeds expectations and tax revenue in September is higher than expected, the \"X date\" may be postponed until after December.<img src=\"https://static.tigerbbs.com/add670b699756bffb4f9c019d5b53bfb\" tg-width=\"1080\" tg-height=\"730\" referrerpolicy=\"no-referrer\">Debt default possible as early as August</p><p>During the Trump administration, the U.S. Congress reached a solution not to raise the debt ceiling for the time being. In August 2019, it passed the \"Bipartisan Budget Act\", suspending the debt ceiling for two years and allowing the government to borrow without a ceiling during this period. This debt ceiling suspension will expire on July 31 this year.</p><p>The U.S. Treasury Bond has good credit and low risk, and there is almost no default caused by lack of solvency. However, when the U.S. federal government is currently burdened with more than $28 trillion in debt, which is already higher than the debt ceiling, if the statutory limit of the debt ceiling is restored and Congress cannot raise the debt ceiling, the U.S. may have a technical debt default as early as August, and it is difficult for the Treasury Department to borrow money to pay for government operating expenses.</p><p>This is also the reason why US Treasury Secretary Yellen issued a warning last month. She said at the time that it is still at a critical moment in recovering from the epidemic. If Congress does not take action and allows the United States to default on its debt, the results will be catastrophic.</p><p>Democrats in Congress have not yet formulated any plans to raise the debt ceiling, nor have they decided whether to add debt ceiling measures to the budget bill that enters the fast track of approval.</p><p>In order to avoid a default immediately after the debt ceiling takes effect, the U.S. Treasury Department can take \"unconventional measures\" to buy a few months to raise the debt ceiling. One of the important is to use the cash balance in the cash account TGA of the Ministry of Finance to repay the principal and interest to creditors.</p><p><h2>The U.S. finance is afraid of \"flooding\" of $250 billion in ten days</h2>Markets are now increasingly worried about the threat posed to money markets by the unresolved debt ceiling issue.</p><p>A previous article on Wall Street Journal mentioned that because it is suspected of deliberately evading the debt ceiling, the Ministry of Finance cannot increase the TGA account balance before the debt ceiling takes effect, so it can only reduce the account balance. Funds flow out of TGA accounts to pay for various welfare plans, and funds also enter the money market and banking system, creating a large demand for short-term bills, giving birth to active trading in the overnight lending market, and pushing down U.S. short-term debt interest rates.</p><p>The Treasury Department aims to reduce TGA account balances to $450 billion by July 31. As of July 16, the balance of the TGA account was as high as $698 billion, which means that the U.S. Treasury Department needs to \"flood discharge\" up to $250 billion within ten days. This means that short-term Treasury Bond yields in the United States will continue to be suppressed at low levels.</p><p>As the Federal Reserve made a technical adjustment in June that seemed to be a disguised \"rate hike\", it raised the two major managed interest rates that control the upper and lower limits of the policy interest rate range-the excess reserve rate (IOER) and the overnight reverse repurchase rate (ON RRP). The funds lying on the account of the Federal Reserve's overnight reverse repurchase may exceed a trillion-dollar high.</p><p><img src=\"https://static.tigerbbs.com/7a4905ab18968a13f59225f3693eee12\" tg-width=\"500\" tg-height=\"279\" referrerpolicy=\"no-referrer\">The media pointed out that the most effective way to reduce the balance of TGA is to further reduce the scale of the auction of Treasury Bond in the United States. The risk of this move is that it will intensify the supply-demand imbalance that has already suppressed long-term yields, thus threatening the Federal Reserve's control of key interest rate indicators.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Teresa Ho, a strategist at the Fed, said the market is very uncertain about the future path of changes in the Fed's TGA balance. \"This is the number one question customers ask us.\" Clients want to know what extraordinary measures the Treasury Department has in place, and whether Congress will raise or suspend the debt ceiling again, and when it will act.</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>As soon as October! The Biden administration will be deep in fiscal cliff crisis</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\">\nAs soon as October! The Biden administration will be deep in fiscal cliff crisis\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-22 15:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If Congress keeps not raising the debt ceiling, the Biden administration may face the threat of a fiscal cliff for the first time since taking office as soon as this fall.</p><p>The Congressional Budget Office (CBO), which provides budget and economic information to the U.S. Congress, recently predicts that the U.S. Treasury Department may exhaust all means to avoid the debt ceiling in October or November this year.</p><p>The CBO forecast shows the deadline the Biden administration must address issues raised by the expiration of the debt ceiling forgiveness.</p><p><a href=\"https://laohu8.com/S/600918\">Zhongtai Securities</a>The chart below shows the recent forecast of the Bipartisan Policy Center, which shows that under a pessimistic scenario, assuming that federal spending grows more than expected, or the recovery slows and government revenue is insufficient, the Treasury Department runs out of unconventional means and runs out of cash on hand. The \"X date\" may be brought forward to October. In an optimistic scenario, assuming economic growth exceeds expectations and tax revenue in September is higher than expected, the \"X date\" may be postponed until after December.<img src=\"https://static.tigerbbs.com/add670b699756bffb4f9c019d5b53bfb\" tg-width=\"1080\" tg-height=\"730\" referrerpolicy=\"no-referrer\">Debt default possible as early as August</p><p>During the Trump administration, the U.S. Congress reached a solution not to raise the debt ceiling for the time being. In August 2019, it passed the \"Bipartisan Budget Act\", suspending the debt ceiling for two years and allowing the government to borrow without a ceiling during this period. This debt ceiling suspension will expire on July 31 this year.</p><p>The U.S. Treasury Bond has good credit and low risk, and there is almost no default caused by lack of solvency. However, when the U.S. federal government is currently burdened with more than $28 trillion in debt, which is already higher than the debt ceiling, if the statutory limit of the debt ceiling is restored and Congress cannot raise the debt ceiling, the U.S. may have a technical debt default as early as August, and it is difficult for the Treasury Department to borrow money to pay for government operating expenses.</p><p>This is also the reason why US Treasury Secretary Yellen issued a warning last month. She said at the time that it is still at a critical moment in recovering from the epidemic. If Congress does not take action and allows the United States to default on its debt, the results will be catastrophic.</p><p>Democrats in Congress have not yet formulated any plans to raise the debt ceiling, nor have they decided whether to add debt ceiling measures to the budget bill that enters the fast track of approval.</p><p>In order to avoid a default immediately after the debt ceiling takes effect, the U.S. Treasury Department can take \"unconventional measures\" to buy a few months to raise the debt ceiling. One of the important is to use the cash balance in the cash account TGA of the Ministry of Finance to repay the principal and interest to creditors.</p><p><h2>The U.S. finance is afraid of \"flooding\" of $250 billion in ten days</h2>Markets are now increasingly worried about the threat posed to money markets by the unresolved debt ceiling issue.</p><p>A previous article on Wall Street Journal mentioned that because it is suspected of deliberately evading the debt ceiling, the Ministry of Finance cannot increase the TGA account balance before the debt ceiling takes effect, so it can only reduce the account balance. Funds flow out of TGA accounts to pay for various welfare plans, and funds also enter the money market and banking system, creating a large demand for short-term bills, giving birth to active trading in the overnight lending market, and pushing down U.S. short-term debt interest rates.</p><p>The Treasury Department aims to reduce TGA account balances to $450 billion by July 31. As of July 16, the balance of the TGA account was as high as $698 billion, which means that the U.S. Treasury Department needs to \"flood discharge\" up to $250 billion within ten days. This means that short-term Treasury Bond yields in the United States will continue to be suppressed at low levels.</p><p>As the Federal Reserve made a technical adjustment in June that seemed to be a disguised \"rate hike\", it raised the two major managed interest rates that control the upper and lower limits of the policy interest rate range-the excess reserve rate (IOER) and the overnight reverse repurchase rate (ON RRP). The funds lying on the account of the Federal Reserve's overnight reverse repurchase may exceed a trillion-dollar high.</p><p><img src=\"https://static.tigerbbs.com/7a4905ab18968a13f59225f3693eee12\" tg-width=\"500\" tg-height=\"279\" referrerpolicy=\"no-referrer\">The media pointed out that the most effective way to reduce the balance of TGA is to further reduce the scale of the auction of Treasury Bond in the United States. The risk of this move is that it will intensify the supply-demand imbalance that has already suppressed long-term yields, thus threatening the Federal Reserve's control of key interest rate indicators.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Teresa Ho, a strategist at the Fed, said the market is very uncertain about the future path of changes in the Fed's TGA balance. \"This is the number one question customers ask us.\" Clients want to know what extraordinary measures the Treasury Department has in place, and whether Congress will raise or suspend the debt ceiling again, and when it will act.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3636020\">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/be1f2064b1def89283b4efa9b8ac4586","relate_stocks":{"161125":"标普500","513500":"标普500ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","DJX":"1/100道琼斯","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","DOG":"道指ETF-ProShares做空","SDOW":"三倍做空道指30ETF-ProShares","OEX":"标普100","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3636020","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153324647","content_text":"如果国会一直不提高债务上限，可能最快今年秋季，拜登政府就会上任后首次面临财政悬崖的威胁。\n为美国国会提供预算和经济信息的国会预算办公室（CBO）最新预计，美国财政部可能在今年10月或者11月用尽所有避免债务上限的手段。\nCBO的预测展示了拜登政府必须解决债务上限豁免到期引发问题的最后期限。\n中泰证券的下图展示了两党政策中心最近的预测，其中可见，在悲观情形下，假设联邦支出增长超过预期，或者复苏放缓且政府收入不足，财政部非常规手段用尽且手头现金告罄到来的“X日期”则可能会提前至10月。乐观情形下，假设经济增长超过预期且9月税收收入高于预期，“X日期”可能会推迟至12月之后。最早可能8月债务违约\n特朗普政府时期，美国国会达成暂时不提高债务上限的解决方案，于2019年8月通过《两党预算法案》，将债务上限暂停两年，允许政府在此期间无上限借款。这一债务上限暂停将于今年7月31日到期。\n美国国债信用较好，风险较低，几乎不存在因偿债能力缺失而导致的违约。但在美国联邦政府目前背负超过28万亿美元的债务已经高于债务上限时，如果恢复债务上限的法定限制，国会又不能提高债务上限，美国最早可能8月就发生债务技术性违约，财政部难以再通过借款来支付政府运作费用。\n这也是上月美国财长耶伦发出警告的原因。她当时表示，目前仍处于在疫情打击后恢复的关键时刻，如果国会不采取行动，任由美国发生债务违约，结果是灾难性的。\n国会民主党人目前还没有制定任何上调债务上限的计划，也没有决定是否要利把债务上限的对策添加到进入批准快车道的预算议案。\n为避免债务上限生效后立即发生违约，美国财政部可以采取“非常规措施”，为上调债务上限争取几个月时间。其中重要的一种就是动用财政部现金账户TGA中的现金余额向债权人还本付息。\n美国财政恐十天“泄洪”2500亿美元\n市场现在越来越担心债务上限问题悬而未决给货币市场带来的威胁。\n华尔街见闻此前文章提到，因为有刻意规避债务上限之嫌，所以财政部在债务上限生效前不能增加TGA账户余额，那么只有减少账户余额。资金从TGA账户流出用以支付各类福利计划，资金也随之进入到货币市场和银行体系，创造出大量短期票据的需求，催生隔夜借贷市场的活跃交易，并推低美国短债利率。\n财政部的目标是在7月31日之前将TGA账户余额降低至4500亿美元。而截至7月16日，TGA账户余额还高达6980亿美元，也就是说，美国财政部需要在十几天内“泄洪”高达2500亿美元。这意味着，美国短期国债收益率将继续被压制在低位。\n由于美联储6月有过看似变相“加息”的技术性调整，上调了控制政策利率区间上下限的两大管理利率——超额准备金利率（IOER）和隔夜逆回购利率（ON RRP），美联储隔夜逆回购趴在账上的资金可能突破万亿美元高位。\n媒体指出，减少TGA余额最有效的方法是进一步缩减美国国债标售的规模。此举的风险在于，它将激化本已压制长端收益率的供需失衡，进而威胁美联储对关键利率指标的掌控。\n摩根大通的策略师Teresa Ho称，市场非常不确定美联储TGA余额未来的变化路径，“这是客户问我们的头号问题”。客户想知道，财政部有哪些非常规措施，以及国会将会上调还是再次暂停债务上限，何时会行动。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"MNQmain":0.9,"DJX":0.9,"SSO":0.9,".SPX":0.9,"ZTmain":0.9,"SPXU":0.9,"DXD":0.9,"SDOW":0.9,"TNmain":0.9,"QLD":0.9,"TQQQ":0.9,"QID":0.9,"DOG":0.9,"ESmain":0.9,"SDS":0.9,"IVV":0.9,"UDOW":0.9,"PSQ":0.9,"SH":0.9,"UBmain":0.9,"NQmain":0.9,"DDM":0.9,"SQQQ":0.9,"QQQ":0.9,"OEX":0.9,"ZBmain":0.9,"UPRO":0.9,"ZFmain":0.9,"ZNmain":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125121584,"gmtCreate":1624665089248,"gmtModify":1703842974839,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Pls comment tq","listText":"Pls comment tq","text":"Pls comment tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/125121584","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863520004,"gmtCreate":1632406770708,"gmtModify":1676530775216,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586177722241250","authorIdStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/863520004","repostId":"1117268117","repostType":4,"repost":{"id":"1117268117","kind":"news","pubTimestamp":1632406281,"share":"https://ttm.financial/m/news/1117268117?lang=en_US&edition=fundamental","pubTime":"2021-09-23 22:11","market":"us","language":"zh","title":"Yiyi Education Technology's net income in the second quarter was 671 million yuan, a year-on-year loss reduction of 73%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1117268117","media":"新浪科技","summary":"第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。","content":"<p>On the evening of September 23, Yiyi Education Technology disclosed its financial report for the second quarter and first half of 2021. The financial report shows that in the second quarter of 2021,<a href=\"https://laohu8.com/S/YQ\">Educational Technology Together</a>Net income of RMB 671 million; The net income in the first half of the year was 1.145 billion yuan. The adjusted loss in the second quarter was 218 million yuan, compared with 807 million yuan in the first half of the year, a year-on-year loss decrease of approximately 73%.</p><p>The financial report shows that in the second quarter and the first half of the year, the MAU of working together with educational technology products was 16.5 million and 17.7 million respectively. Together, Education Technology has conducted in-depth cooperation with the education systems in Beijing, Shanghai and other places on how to use information technology to better implement the national \"double reduction\" goals and tasks. Taking Shanghai Minhang education system as an example, Together Educational Technology participated in Minhang District's \"based on<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The construction of projects such as \"Precision Teaching and Adaptive Learning System for Homework\", and the data-driven large-scale teaching of students in accordance with their aptitude \"1258 Project\" to which this system belongs, has just been selected into the top ten typical cases of implementing \"double reduction\" issued by the General Office of the Ministry of Education.</p><p><img src=\"https://static.tigerbbs.com/dd002ee14dea702522545122ec79cee0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","source":"sina_tech","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>Yiyi Education Technology's net income in the second quarter was 671 million yuan, a year-on-year loss reduction of 73%.</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\">\nYiyi Education Technology's net income in the second quarter was 671 million yuan, a year-on-year loss reduction of 73%.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2021-09-23 22:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On the evening of September 23, Yiyi Education Technology disclosed its financial report for the second quarter and first half of 2021. The financial report shows that in the second quarter of 2021,<a href=\"https://laohu8.com/S/YQ\">Educational Technology Together</a>Net income of RMB 671 million; The net income in the first half of the year was 1.145 billion yuan. The adjusted loss in the second quarter was 218 million yuan, compared with 807 million yuan in the first half of the year, a year-on-year loss decrease of approximately 73%.</p><p>The financial report shows that in the second quarter and the first half of the year, the MAU of working together with educational technology products was 16.5 million and 17.7 million respectively. Together, Education Technology has conducted in-depth cooperation with the education systems in Beijing, Shanghai and other places on how to use information technology to better implement the national \"double reduction\" goals and tasks. Taking Shanghai Minhang education system as an example, Together Educational Technology participated in Minhang District's \"based on<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The construction of projects such as \"Precision Teaching and Adaptive Learning System for Homework\", and the data-driven large-scale teaching of students in accordance with their aptitude \"1258 Project\" to which this system belongs, has just been selected into the top ten typical cases of implementing \"double reduction\" issued by the General Office of the Ministry of Education.</p><p><img src=\"https://static.tigerbbs.com/dd002ee14dea702522545122ec79cee0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83ebbbb2e96e5ec6f1922e1620b6b193","relate_stocks":{"YQ":"一起教育科技"},"source_url":"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117268117","content_text":"9月23日晚间消息，一起教育科技披露2021年第二季度及上半年财报。财报显示，2021年二季度，一起教育科技净收入6.71亿元人民币；上半年度净收入则为11.45亿元人民币。第二季度经调整后亏损为2.18亿元人民币，上半年度则为8.07亿元人民币，同比减亏约73%。\n财报显示，第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。一起教育科技与北京、上海等多地的教育系统在如何利用信息化手段更好落实国家“双减”目标任务方面进行深入合作。以上海闵行教育系统为例，一起教育科技参与了闵行区“基于智能作业的精准教学与自适应学习系统”等项目的建设，而该系统所属的数据驱动下大规模因材施教“1258工程“，刚刚入选了教育部办公厅印发的落实“双减”十大典型案例。","news_type":1,"symbols_score_info":{"YQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}