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R168

R168

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02-21

$MSTR 20250228 310.0 PUT$

2021-07-18

q

Sorry, the original content has been removed

2021-07-10

O

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2021-07-02

O

Reminder: Due to the U.S. Independence Day holiday, U.S. stocks will be closed all day on July 5

2021-07-04

o

A "huge and devastating" hack attack!

2022-07-11

G

Biden publishes an article explaining why he went to Saudi Arabia, experts question that the trip to seek oil may be counterproductive

2021-06-29

⛽

Xiaomi builds cars, it will be really late if it doesn't start

2022-11-18

$游戏驿站(GME)$

2022-11-03

$AMC院线(AMC)$

2022-10-09

$游戏驿站(GME)$

2022-09-06

G

Sorry, the original content has been removed

2022-09-05

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Reminder: Due to Labor Day, U.S. stocks will be closed for one day on September 5

2022-08-23

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2022-08-18

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Russian Urals crude jumps as refiners rush to buy ahead of EU embargo

2022-08-15

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The United States attacks the "mother of chips"! How does EDA software affect the entire semiconductor industry?

2022-08-06

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"Credit Suisse Internet celebrity" Zoltan publishes another explosive article: War, interest rates and the new world order

2022-07-31

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Who drove the unexpected double rise in U.S. stocks and bonds? Quantitative strategy closes 100 billion-level short positions

2021-06-28

Lol

HKEx will resume trading at 1:30 pm

2021-06-28

Lol

HKEx will resume trading at 1:30 pm

2023-10-26

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07:18","market":"sh","language":"zh","title":"This week's preview | The Federal Reserve's December FOMC meeting is coming! Hong Kong stock Weilong Delicious and others are listed","url":"https://stock-news.laohu8.com/highlight/detail?id=1183909199","media":"老虎资讯综合","summary":"本周（12.12-12.16）重磅财经事件：经济数据方面，本周将发布多个重要经济数据，其中，美联储利率决定（上下限）、美国Markit制造业、服务业PMI初值，纽约联储、费城联储制造业指数、初请失业金","content":"<p><html><head></head><body><b>Major financial events this week (12.12-12.16):</b></p><p>In terms of economic data, a number of important economic data will be released this week, among which the Federal Reserve's interest rate decision (upper and lower limits), the United States<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The initial PMI values of manufacturing and service industries, the manufacturing index of new york Fed and Philadelphia Fed, and the number of initial jobless claims need to be focused on. In terms of financial events, the market will face a big test this week. The Federal Reserve will hold the December FOMC interest rate decision, policy statement and economic expectation meeting in the early hours of Thursday morning. At the same time, Federal Reserve Chairman Powell will hold a monetary policy press conference, and there will be the latest interest rate dot plot; Investors should also pay attention to the press conference of the State Council Information Office on the operation of the national economy; And OPEC released its monthly crude oil market report. In terms of financial reports, U.S. stock financial reports have entered a relatively light period. This week's main focus is on<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Waiting for the financial reports of software companies, the financial reports of Hong Kong stocks mainly focus on Ctrip Group, which is expected to recover in tourism. In terms of new stocks, Haojing Technology, Gaoshi Medical, Huafang Group on Monday, Meihao Group on Wednesday, 3D MEDICINES-B, Buyang International, Weilong Delicious and other new stocks were listed on the Hong Kong stock market on Thursday.<img src=\"https://static.tigerbbs.com/ebb5e1739e2f06224f3bd839706f7b62\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p><b>Keywords for Monday, December 12: UK three-month GDP monthly rate; Haojing Technology, Gaoshi Medical, and Huafang Group listed new shares</b><img src=\"https://static.tigerbbs.com/a52be9493223dc9c86e805af332ad4fa\" tg-width=\"954\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/><b>Monday, in terms of economic data,</b>Economic data such as the three-month monthly GDP rate of the UK, the seasonally adjusted merchandise trade account of the UK, and the monthly rate of the UK industrial output.</p><p>The Bank of England warned last week that the UK economy would slip into a two-year recession if interest rates rise as much as investors expect.<b>This will be the longest round of recession in Britain in nearly a hundred years on record.</b><b>In terms of new shares,</b>IoT Application Supplier<a href=\"https://laohu8.com/S/02440\">Haojing Technology</a>, ophthalmic medical device manufacturers<a href=\"https://laohu8.com/S/02407\">High Vision Medical</a>, online social live broadcast platform<a href=\"https://laohu8.com/S/03611\">Huafang Group</a>IPO of new shares.</p><p><b>Keywords for Tuesday, December 13: U.S. seasonally adjusted CPI monthly rate; Oracle Releases Earnings; Meihao Group announces winning results</b><img src=\"https://static.tigerbbs.com/3ec04419960e4c23bef8ae8e7e83f7d1\" tg-width=\"952\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of economic data on Tuesday,</b>Investors can pay attention to economic data such as the U.S. NFIB small business confidence index and the U.S. seasonally adjusted monthly CPI rate</p><p>The U.S. consumer price index (CPI) rose 0.4% month-on-month and 7.7% year-on-year in October. The above inflation data is lower than market consensus expectations, indicating that the inflation situation in the United States has improved slightly.<b>The Wall Street Journal analyzed that the year-on-year increase in CPI in the United States in October was the lowest level since January this year, but it is still at a historically high level, which may prompt the Federal Reserve to begin to slow down the pace of rate hike.</b><b>In terms of financial reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Earnings will be released after hours Eastern Time on Monday.</b></p><p>According to Bloomberg consensus estimates, revenue for the quarter was $12.015 billion, adjusted net income was $3.233 billion, and earnings before interest, taxes and depreciation (EBITDA) was $6.253 billion.<b>In terms of new shares,</b>The largest private dental hospital in Wenzhou<a href=\"https://laohu8.com/S/01947\">Meihao Group</a>Announce the winning results.</p><p><b>Keywords for Wednesday, December 14: U.S. EIA crude oil inventories for the week; IEA releases monthly crude oil market report; Weilong Delicious, Buyang International, etc. announced the winning results</b><img src=\"https://static.tigerbbs.com/c85740c510cd8fbfe32c0db65075fe33\" tg-width=\"952\" tg-height=\"857\" referrerpolicy=\"no-referrer\"/></p><p><b>Wednesday, in terms of economic data,</b>Investment generally pays attention to economic data such as API crude oil inventory in the United States for the week and EIA crude oil inventory in the United States for the week.</p><p>Market analysts believe that on December 14, the United States will announce changes in API and EIA crude oil inventories for the week ending December 9, which are expected to continue to decrease, but the magnitude may not be as good as the previous value.<b>In terms of events,</b>The IEA releases its monthly crude oil market report.</p><p><b>In terms of new shares,</b>Aluminum Alloy Steam Turbine<a href=\"https://laohu8.com/S/02457\">Buyang International</a>, the first spicy strips<a href=\"https://laohu8.com/S/09985\">Weilong Delicious</a>Biopharmaceutical companies<a href=\"https://laohu8.com/S/01244\">3D MEDICINES-B</a>The winning results will be announced; Meihao Group's new shares are listed.</p><p><b>Keywords on Thursday, December 15: The Federal Reserve FOMC announced its interest rate decision, and Powell held a monetary policy press conference; U.S. initial jobless claims for the week; The State Council Information Office held a press conference on the operation of the national economy</b><img src=\"https://static.tigerbbs.com/455f96249caec14d9c61bb93bf20fe8d\" tg-width=\"951\" tg-height=\"1810\" referrerpolicy=\"no-referrer\"/><b>Thursday, in terms of economic data,</b>Economic data such as the number of initial jobless claims in the United States for the week, the manufacturing index of the new york Fed and the Philadelphia Fed.</p><p>Data released by the U.S. Department of Labor showed that the number of initial jobless claims in the United States in the week ending December 3 was 230,000, an increase of 4,000 from the previous week's revised value.<b>On December 15, the United States will announce the number of initial jobless claims for the week ending December 10, which is expected to continue to record an increase.</b><b>In terms of events,</b>Investors focused on the Federal Reserve's FOMC interest rate decision, policy statement and economic expectation meeting. At the same time, Federal Reserve Chairman Powell held a monetary policy press conference; And the State Council Information Office held a press conference on the operation of the national economy.</p><p><b>According to CME group data, the probability of a 50 basis point rate hike in December is 78.2%; Moreover, this meeting will also announce the latest interest rate dot plot of the Federal Reserve, which will give you a glimpse of the Federal Reserve's judgment on the end interest rate and the duration of high interest rates.</b><b>In terms of financial reports,<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a></b>Will release earnings.</p><p>According to Bloomberg's consensus forecast, revenue for the quarter was 6.521 billion yuan, adjusted net profit was 830 million yuan, and earnings before interest, taxes and depreciation (EBITDA) was 1.215 billion yuan.<b>In terms of new shares,</b>3D MEDICINES-B, Buyang International, and Weilong Delicious are launched today.</p><p><b>Keywords on Friday, December 16: U.S. Markit manufacturing, services PMI initial value, euro zone CPI monthly rate; Adobe releases earnings</b><img src=\"https://static.tigerbbs.com/72d4404527303f864c5e83fce6b1971d\" tg-width=\"949\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/><b>Friday, in terms of economic data,</b>Investment can pay attention to economic data such as the initial PMI values of Markit manufacturing and service industries in the United States, and the monthly CPI rate of the euro zone.</p><p><b>The analysis pointed out that inflation in the euro zone is still close to historical highs, which continues to have an impact on consumers' purchasing power, and it is expected that there will still be an economic recession in the euro zone</b>。 Data show that energy prices in the euro zone rose by 34.9% year-on-year in November, down from 41.5% in October, which was the main reason for pushing up inflation that month.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>Earnings will be released after hours Eastern Time on Thursday.</p><p>According to the Bloomberg consensus estimate, revenue for the quarter was $4.526 billion, adjusted net income was $1.634 billion, and earnings before interest, taxes and depreciation (EBITDA) was $2.220 billion.</body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This week's preview | The Federal Reserve's December FOMC meeting is coming! Hong Kong stock Weilong Delicious and others are listed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis week's preview | The Federal Reserve's December FOMC meeting is coming! Hong Kong stock Weilong Delicious and others are listed\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-12-12 07:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Major financial events this week (12.12-12.16):</b></p><p>In terms of economic data, a number of important economic data will be released this week, among which the Federal Reserve's interest rate decision (upper and lower limits), the United States<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The initial PMI values of manufacturing and service industries, the manufacturing index of new york Fed and Philadelphia Fed, and the number of initial jobless claims need to be focused on. In terms of financial events, the market will face a big test this week. The Federal Reserve will hold the December FOMC interest rate decision, policy statement and economic expectation meeting in the early hours of Thursday morning. At the same time, Federal Reserve Chairman Powell will hold a monetary policy press conference, and there will be the latest interest rate dot plot; Investors should also pay attention to the press conference of the State Council Information Office on the operation of the national economy; And OPEC released its monthly crude oil market report. In terms of financial reports, U.S. stock financial reports have entered a relatively light period. This week's main focus is on<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Waiting for the financial reports of software companies, the financial reports of Hong Kong stocks mainly focus on Ctrip Group, which is expected to recover in tourism. In terms of new stocks, Haojing Technology, Gaoshi Medical, Huafang Group on Monday, Meihao Group on Wednesday, 3D MEDICINES-B, Buyang International, Weilong Delicious and other new stocks were listed on the Hong Kong stock market on Thursday.<img src=\"https://static.tigerbbs.com/ebb5e1739e2f06224f3bd839706f7b62\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p><b>Keywords for Monday, December 12: UK three-month GDP monthly rate; Haojing Technology, Gaoshi Medical, and Huafang Group listed new shares</b><img src=\"https://static.tigerbbs.com/a52be9493223dc9c86e805af332ad4fa\" tg-width=\"954\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/><b>Monday, in terms of economic data,</b>Economic data such as the three-month monthly GDP rate of the UK, the seasonally adjusted merchandise trade account of the UK, and the monthly rate of the UK industrial output.</p><p>The Bank of England warned last week that the UK economy would slip into a two-year recession if interest rates rise as much as investors expect.<b>This will be the longest round of recession in Britain in nearly a hundred years on record.</b><b>In terms of new shares,</b>IoT Application Supplier<a href=\"https://laohu8.com/S/02440\">Haojing Technology</a>, ophthalmic medical device manufacturers<a href=\"https://laohu8.com/S/02407\">High Vision Medical</a>, online social live broadcast platform<a href=\"https://laohu8.com/S/03611\">Huafang Group</a>IPO of new shares.</p><p><b>Keywords for Tuesday, December 13: U.S. seasonally adjusted CPI monthly rate; Oracle Releases Earnings; Meihao Group announces winning results</b><img src=\"https://static.tigerbbs.com/3ec04419960e4c23bef8ae8e7e83f7d1\" tg-width=\"952\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of economic data on Tuesday,</b>Investors can pay attention to economic data such as the U.S. NFIB small business confidence index and the U.S. seasonally adjusted monthly CPI rate</p><p>The U.S. consumer price index (CPI) rose 0.4% month-on-month and 7.7% year-on-year in October. The above inflation data is lower than market consensus expectations, indicating that the inflation situation in the United States has improved slightly.<b>The Wall Street Journal analyzed that the year-on-year increase in CPI in the United States in October was the lowest level since January this year, but it is still at a historically high level, which may prompt the Federal Reserve to begin to slow down the pace of rate hike.</b><b>In terms of financial reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Earnings will be released after hours Eastern Time on Monday.</b></p><p>According to Bloomberg consensus estimates, revenue for the quarter was $12.015 billion, adjusted net income was $3.233 billion, and earnings before interest, taxes and depreciation (EBITDA) was $6.253 billion.<b>In terms of new shares,</b>The largest private dental hospital in Wenzhou<a href=\"https://laohu8.com/S/01947\">Meihao Group</a>Announce the winning results.</p><p><b>Keywords for Wednesday, December 14: U.S. EIA crude oil inventories for the week; IEA releases monthly crude oil market report; Weilong Delicious, Buyang International, etc. announced the winning results</b><img src=\"https://static.tigerbbs.com/c85740c510cd8fbfe32c0db65075fe33\" tg-width=\"952\" tg-height=\"857\" referrerpolicy=\"no-referrer\"/></p><p><b>Wednesday, in terms of economic data,</b>Investment generally pays attention to economic data such as API crude oil inventory in the United States for the week and EIA crude oil inventory in the United States for the week.</p><p>Market analysts believe that on December 14, the United States will announce changes in API and EIA crude oil inventories for the week ending December 9, which are expected to continue to decrease, but the magnitude may not be as good as the previous value.<b>In terms of events,</b>The IEA releases its monthly crude oil market report.</p><p><b>In terms of new shares,</b>Aluminum Alloy Steam Turbine<a href=\"https://laohu8.com/S/02457\">Buyang International</a>, the first spicy strips<a href=\"https://laohu8.com/S/09985\">Weilong Delicious</a>Biopharmaceutical companies<a href=\"https://laohu8.com/S/01244\">3D MEDICINES-B</a>The winning results will be announced; Meihao Group's new shares are listed.</p><p><b>Keywords on Thursday, December 15: The Federal Reserve FOMC announced its interest rate decision, and Powell held a monetary policy press conference; U.S. initial jobless claims for the week; The State Council Information Office held a press conference on the operation of the national economy</b><img src=\"https://static.tigerbbs.com/455f96249caec14d9c61bb93bf20fe8d\" tg-width=\"951\" tg-height=\"1810\" referrerpolicy=\"no-referrer\"/><b>Thursday, in terms of economic data,</b>Economic data such as the number of initial jobless claims in the United States for the week, the manufacturing index of the new york Fed and the Philadelphia Fed.</p><p>Data released by the U.S. Department of Labor showed that the number of initial jobless claims in the United States in the week ending December 3 was 230,000, an increase of 4,000 from the previous week's revised value.<b>On December 15, the United States will announce the number of initial jobless claims for the week ending December 10, which is expected to continue to record an increase.</b><b>In terms of events,</b>Investors focused on the Federal Reserve's FOMC interest rate decision, policy statement and economic expectation meeting. At the same time, Federal Reserve Chairman Powell held a monetary policy press conference; And the State Council Information Office held a press conference on the operation of the national economy.</p><p><b>According to CME group data, the probability of a 50 basis point rate hike in December is 78.2%; Moreover, this meeting will also announce the latest interest rate dot plot of the Federal Reserve, which will give you a glimpse of the Federal Reserve's judgment on the end interest rate and the duration of high interest rates.</b><b>In terms of financial reports,<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a></b>Will release earnings.</p><p>According to Bloomberg's consensus forecast, revenue for the quarter was 6.521 billion yuan, adjusted net profit was 830 million yuan, and earnings before interest, taxes and depreciation (EBITDA) was 1.215 billion yuan.<b>In terms of new shares,</b>3D MEDICINES-B, Buyang International, and Weilong Delicious are launched today.</p><p><b>Keywords on Friday, December 16: U.S. Markit manufacturing, services PMI initial value, euro zone CPI monthly rate; Adobe releases earnings</b><img src=\"https://static.tigerbbs.com/72d4404527303f864c5e83fce6b1971d\" tg-width=\"949\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/><b>Friday, in terms of economic data,</b>Investment can pay attention to economic data such as the initial PMI values of Markit manufacturing and service industries in the United States, and the monthly CPI rate of the euro zone.</p><p><b>The analysis pointed out that inflation in the euro zone is still close to historical highs, which continues to have an impact on consumers' purchasing power, and it is expected that there will still be an economic recession in the euro zone</b>。 Data show that energy prices in the euro zone rose by 34.9% year-on-year in November, down from 41.5% in October, which was the main reason for pushing up inflation that month.<b>In terms of financial reports,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>Earnings will be released after hours Eastern Time on Thursday.</p><p>According to the Bloomberg consensus estimate, revenue for the quarter was $4.526 billion, adjusted net income was $1.634 billion, and earnings before interest, taxes and depreciation (EBITDA) was $2.220 billion.</body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"161125":"标普500",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF-ProShares","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500 ETF-ProShares","FOMC":"FOMO CORP.","BK4077":"互动媒体与服务","DXD":"两倍做空道琼30指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183909199","content_text":"本周（12.12-12.16）重磅财经事件：经济数据方面，本周将发布多个重要经济数据，其中，美联储利率决定（上下限）、美国Markit制造业、服务业PMI初值，纽约联储、费城联储制造业指数、初请失业金人数等需重点关注。财经事件方面，本周市场将迎来大考，美联储将于周四凌晨召开12月FOMC利率决议、政策声明及经济预期会议，同时，还有美联储主席鲍威尔召开货币政策新闻发布会，届时将会有最新的利率点阵图；投资者还应该关注国新办就国民经济运行情况发布会；以及OPEC公布月度原油市场报告。财报方面，美股财报已经进入较清淡的时期，本周主要关注甲骨文、Adobe等软件公司财报，港股财报主要关注旅游复苏预期的携程集团。新股方面，周一濠暻科技、高视医疗、花房集团，周三美皓集团，周四3D MEDICINES-B、步阳国际、卫龙美味等新股相继在港股上市。12月12日 周一关键词：英国三个月GDP月率；濠暻科技、高视医疗、花房集团新股上市周一，经济数据方面，英国三个月GDP月率、英国季调后商品贸易帐、英国工业产出月率等经济数据。英国央行上周警告称，如果利率上升幅度达到投资者预期的水平，英国经济将陷入持续两年的衰退。这将是近一百年有记录以来英国历时最长的一轮衰退。新股方面，物联网应用供应商濠暻科技、眼科医疗器械商高视医疗、在线社交直播平台花房集团新股上市。12月13日 周二关键词：美国季调后CPI月率；甲骨文发布财报；美皓集团公布中签结果周二，经济数据方面，投资者可以关注美国NFIB小型企业信心指数、美国季调后CPI月率等经济数据美国10月消费者价格指数(CPI)环比增长0.4%，同比上涨7.7%。上述通胀数据低于市场普遍预期，表明美国通胀形势略有好转。《华尔街日报》分析称，美国10月CPI同比涨幅为今年1月以来的最低水平，但仍处于历史高位，这可能促使美联储开始放缓加息步伐。财报方面，甲骨文将于周一美东时间盘后发布财报。根据彭博一致预期，本季度营收为120.15亿美元，经调整后净利润为32.33亿美元，息税折旧前利润（EBITDA）为62.53亿美元。新股方面，温州最大的民营牙科医院美皓集团公布中签结果。12月14日 周三关键词：美国当周EIA原油库存；IEA公布月度原油市场报告；卫龙美味、步阳国际等公布中签结果周三，经济数据方面，投资普遍关注美国当周API原油库存、美国当周EIA原油库存等经济数据。市场分析认为，12月14日，美国将公布截至12月9日当周API和EIA原油库存变动，料继续减少，但幅度可能不及前值。事件方面，IEA公布月度原油市场报告。新股方面，铝合金汽轮制造商步阳国际、辣条第一股卫龙美味、生物医药公司3D MEDICINES-B将公布中签结果；美皓集团新股上市。12月15日 周四关键词：美联储FOMC公布利率决议，鲍威尔召开货币政策新闻发布会；美国当周初请失业金人数；国新办就国民经济运行情况举行发布会周四，经济数据方面，美国当周初请失业金人数、美国纽约联储、费城联储制造业指数等经济数据。美国劳工部发布的数据显示，美国至12月3日当周初请失业金人数23万人，较此前一周修订值上升4000人。12月15日，美国将公布截至12月10日当周初请失业金人数，有望继续录得上升。事件方面，投资者重点关注美联储FOMC利率决议、政策声明及经济预期会议，同时，美联储主席鲍威尔召开货币政策新闻发布会；以及国新办就国民经济运行情况举行发布会。根据芝商所数据显示，当前12月加息50基点的概率为78.2%；并且，此次会议还将公布美联储最新的利率点阵图，届时可以一窥美联储对于终点利率以及高利率时长的判断。财报方面，携程集团-S将发布财报。根据彭博一致预期，本季度营收为65.21亿元，经调整后净利润为8.3亿元，息税折旧前利润（EBITDA）为12.15亿元。新股方面，3D MEDICINES-B、步阳国际、卫龙美味今日上市。12月16日 周五关键词：美国Markit制造业、服务PMI初值，欧元区CPI月率；Adobe发布财报周五，经济数据方面，投资可以关注美国Markit制造业、服务业PMI初值，欧元区CPI月率等经济数据。分析指出，欧元区通胀仍然接近历史高点，对消费者的购买力持续造成冲击，预计欧元区仍将出现经济衰退。数据显示，11月欧元区能源价格同比上涨34.9%，低于10月的41.5%，是推升当月通胀的主因。财报方面，Adobe将于周四美东时间盘后发布财报。根据彭博一致预期，本季度营收为45.26亿美元，经调整后净利润为16.34亿美元，息税折旧前利润（EBITDA）为22.20亿美元。","news_type":1,"symbols_score_info":{"90001":0.9,"161125":0.9,".IXIC":0.9,"SDS":0.9,"TQQQ":0.9,".DJI":0.9,"QLD":0.9,"PSQ":0.9,"SPY":0.9,"FOMC":0.9,"QQQ":0.9,"UPRO":0.9,"MNQmain":0.9,"SSO":0.9,"NQmain":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929734275,"gmtCreate":1670729466597,"gmtModify":1676538424770,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"<a 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data-views=\"0\"></v-v>","text":"$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967803374","isVote":1,"tweetType":1,"viewCount":2223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964772975,"gmtCreate":1670216834198,"gmtModify":1676538322856,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964772975","repostId":"1156363718","repostType":4,"repost":{"id":"1156363718","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":1670212426,"share":"https://ttm.financial/m/news/1156363718?lang=en_US&edition=fundamental","pubTime":"2022-12-05 11:53","market":"hk","language":"zh","title":"IPO | Weilong Delicious will start IPO today, the admission fee is HK $2302.97","url":"https://stock-news.laohu8.com/highlight/detail?id=1156363718","media":"老虎资讯综合","summary":"12月5日，卫龙美味正在招股中，于12月5日至12月8日招股，公司拟发行9639.7万股股份，其中公开发售963.98万股，国际发售8675.72万股，每股发行价10.4-11.4港元，每手200股，","content":"<p><html><head></head><body>December 5th,<a href=\"https://laohu8.com/S/09985\">Weilong Delicious</a>It is in the process of IPO. From December 5 to December 8, the company plans to issue 96.397 million shares, including 9.6398 million shares for public offering and 86.7572 million shares for international offering. The issue price per share is HK $10.4-11.4, with 200 shares per lot. It is expected to be listed on December 15.</p><p><img src=\"https://static.tigerbbs.com/6ed3172d34e5aa58fbeb0e26dfc1bd25\" tg-width=\"626\" tg-height=\"653\" width=\"100%\" height=\"auto\"/><b>Subscription ladder:</b></p><p>There are 200 shares per lot, and the admission fee is HK $2,302.97.</p><p>The threshold for Group B is 500,000 shares, and the funds required for subscription are about HK $5,757,447.45.</p><p><img src=\"https://static.tigerbbs.com/ff516f0def71012151a7c51c8badb396\" tg-width=\"1203\" tg-height=\"633\" width=\"100%\" height=\"auto\"/></p><p>Weilong is a leading spicy snack food company in China with strong growth momentum. According to Frost & Sullivan, in terms of retail sales in 2021, Weilong ranks first among all spicy snack food companies in China, with a market share of 6.2%, and ranks first in the market share of seasoned noodle products and spicy snack vegetable products. According to Frost & Sullivan, 95.0% of Weilong's consumers are aged 35 and below, and 55.0% of consumers are aged 25 and below; At the same time, Weilong is the most well-known and popular spicy snack food brand in China, and in terms of brand awareness, Weilong is the number one snack food brand in the eyes of young people aged 25 and under.</p><p><b>Financially,</b>From 2019 to 2021, the company's total revenue will be RMB 3.38 billion, RMB 4.12 billion and RMB 4.80 billion respectively, with a compound annual growth rate of 19.1%; Total revenue in the first half of 2022 was RMB2.26 billion. From 2019 to 2021, the company's adjusted net profits will be RMB 659 million, RMB 821 million and RMB 908 million respectively. In the first half of 2022, the adjusted net profit will be RMB 425 million.</p><p><b>Industry terms,</b>According to the Frost & Sullivan Report, the popularity of spicy snack foods in China is increasing day by day. The retail sales of China's spicy snack food industry increased from RMB 113.9 billion in 2016 to RMB 172.9 billion in 2021, with a compound annual growth rate of 8.7%, which is higher than the compound annual growth rate of China's overall snack food industry during the same period.</p><p><b>In terms of financing purposes,</b>The company plans to use the net proceeds of approximately HK $936 million from the financing for the following purposes: approximately 57% will be used to expand and upgrade production facilities and supply chain systems; About 15% will be used to further expand the sales and distribution network; About 10% will be used for brand building; About 10% will be used for product research and development activities and improvement of research and development capabilities; About 8% will be used to promote the digital intelligence construction of the business.</p><p><b>As for cornerstone investors,</b>The company has entered into cornerstone investment agreements with three cornerstone investors. The cornerstone investors are Media Global Management Limited, Sunshine Life Insurance and Prospect Bridge. The cornerstone investors have agreed to subscribe for an aggregate amount of approximately HK $580 million at the Offer Price subject to certain conditions.</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>IPO | Weilong Delicious will start IPO today, the admission fee is HK $2302.97</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\">\nIPO | Weilong Delicious will start IPO today, the admission fee is HK $2302.97\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-12-05 11:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>December 5th,<a href=\"https://laohu8.com/S/09985\">Weilong Delicious</a>It is in the process of IPO. From December 5 to December 8, the company plans to issue 96.397 million shares, including 9.6398 million shares for public offering and 86.7572 million shares for international offering. The issue price per share is HK $10.4-11.4, with 200 shares per lot. It is expected to be listed on December 15.</p><p><img src=\"https://static.tigerbbs.com/6ed3172d34e5aa58fbeb0e26dfc1bd25\" tg-width=\"626\" tg-height=\"653\" width=\"100%\" height=\"auto\"/><b>Subscription ladder:</b></p><p>There are 200 shares per lot, and the admission fee is HK $2,302.97.</p><p>The threshold for Group B is 500,000 shares, and the funds required for subscription are about HK $5,757,447.45.</p><p><img src=\"https://static.tigerbbs.com/ff516f0def71012151a7c51c8badb396\" tg-width=\"1203\" tg-height=\"633\" width=\"100%\" height=\"auto\"/></p><p>Weilong is a leading spicy snack food company in China with strong growth momentum. According to Frost & Sullivan, in terms of retail sales in 2021, Weilong ranks first among all spicy snack food companies in China, with a market share of 6.2%, and ranks first in the market share of seasoned noodle products and spicy snack vegetable products. According to Frost & Sullivan, 95.0% of Weilong's consumers are aged 35 and below, and 55.0% of consumers are aged 25 and below; At the same time, Weilong is the most well-known and popular spicy snack food brand in China, and in terms of brand awareness, Weilong is the number one snack food brand in the eyes of young people aged 25 and under.</p><p><b>Financially,</b>From 2019 to 2021, the company's total revenue will be RMB 3.38 billion, RMB 4.12 billion and RMB 4.80 billion respectively, with a compound annual growth rate of 19.1%; Total revenue in the first half of 2022 was RMB2.26 billion. From 2019 to 2021, the company's adjusted net profits will be RMB 659 million, RMB 821 million and RMB 908 million respectively. In the first half of 2022, the adjusted net profit will be RMB 425 million.</p><p><b>Industry terms,</b>According to the Frost & Sullivan Report, the popularity of spicy snack foods in China is increasing day by day. The retail sales of China's spicy snack food industry increased from RMB 113.9 billion in 2016 to RMB 172.9 billion in 2021, with a compound annual growth rate of 8.7%, which is higher than the compound annual growth rate of China's overall snack food industry during the same period.</p><p><b>In terms of financing purposes,</b>The company plans to use the net proceeds of approximately HK $936 million from the financing for the following purposes: approximately 57% will be used to expand and upgrade production facilities and supply chain systems; About 15% will be used to further expand the sales and distribution network; About 10% will be used for brand building; About 10% will be used for product research and development activities and improvement of research and development capabilities; About 8% will be used to promote the digital intelligence construction of the business.</p><p><b>As for cornerstone investors,</b>The company has entered into cornerstone investment agreements with three cornerstone investors. The cornerstone investors are Media Global Management Limited, Sunshine Life Insurance and Prospect Bridge. The cornerstone investors have agreed to subscribe for an aggregate amount of approximately HK $580 million at the Offer Price subject to certain conditions.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/266f5c53632f8fff87d468102999fa69","relate_stocks":{"09985":"卫龙美味"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156363718","content_text":"12月5日，卫龙美味正在招股中，于12月5日至12月8日招股，公司拟发行9639.7万股股份，其中公开发售963.98万股，国际发售8675.72万股，每股发行价10.4-11.4港元，每手200股，预期将于12月15日上市。申购阶梯：每手200股，入场费2302.97港元。乙组门槛为50万股，申购所需资金约5757447.45港元。卫龙是中国领先的辣味休闲食品企业，拥有强劲的增长势头。根据弗若斯特沙利文的资料，按2021年零售额计，卫龙在中国所有辣味休闲食品企业中排名第一，市场份额达到6.2%，且在调味面製品及辣味休闲蔬菜制品细分品类的市场份额均排名第一。根据弗若斯特沙利文的资料，卫龙95.0%的消费者年龄在35岁及以下， 55.0%的消费者年龄在25岁及以下；同时，卫龙是中国知名度最高、最受消费者喜爱的辣味休闲食品品牌，而且就品牌知名度而言，卫龙是25岁及以下年轻人心目中休闲食品的第一品牌。财务方面，2019年至2021年，公司的总收入分别为人民币33.8亿元、41.2亿元及48.0亿元，年复合增长率达到19.1%；于2022年上半年总收入为人民币22.6亿元。2019年-2021年，公司的经调整净利润分别为人民币6.59亿元、8.21亿元及9.08亿元，于2022年上半年，经调整净利润为人民币4.25亿元。行业方面，根据弗若斯特沙利文报告，辣味休闲食品在中国的受欢迎程度与日俱增。中国的辣味休闲食品行业的零售额由2016年的人民币1,139亿元增至2021年的人民币1,729亿元，年复合增长率为8.7%，高于中国整体休闲食品行业同期年复合增长率。筹资用途方面，公司拟将筹资所得款项净额约9.36亿港元用于以下用途：约57%将用于扩大和升级生产设施与供应链体系；约15%将用于进一步拓展销售和经销网络；约10%将用于品牌建设；约10%将用于产品研发活动以及提升研发能力；约8%将用于推进业务的数智化建设。基石投资者方面，公司已与3名基石投资者订立基石投资协议。基石投资者分别为Media Global Management Limited、阳光人寿保险及Prospect Bridge 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10:48","market":"fut","language":"zh","title":"Reminder: Due to the U.S. Independence Day holiday, U.S. stocks will be closed all day on July 5","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（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独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月","content":"<p><b>Due to the Independence Day holiday in the United States, the U.S. stock market will be closed for one day on July 5 (Monday), and trading will resume on July 6 (Tuesday).</b></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><b>Independence Day</b>It is a legal national day of the United States, which is dated on July 4th every year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. Independence Day in the United States is as grand as religious and folk festivals. Before the festival, ordinary people clean their courtyards, decorate their homes and fly the national flag.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></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 the U.S. Independence Day holiday, U.S. stocks will be closed all day on July 5</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Due to the U.S. Independence Day holiday, U.S. stocks will be closed all day on July 5\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-30 10:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Due to the Independence Day holiday in the United States, the U.S. stock market will be closed for one day on July 5 (Monday), and trading will resume on July 6 (Tuesday).</b></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><b>Independence Day</b>It is a legal national day of the United States, which is dated on July 4th every year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. Independence Day in the United States is as grand as religious and folk festivals. Before the festival, ordinary people clean their courtyards, decorate their homes and fly the national flag.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（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独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155390162,"gmtCreate":1625373019556,"gmtModify":1703740977466,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"o","listText":"o","text":"o","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155390162","repostId":"2148980089","repostType":4,"repost":{"id":"2148980089","kind":"highlight","pubTimestamp":1625365861,"share":"https://ttm.financial/m/news/2148980089?lang=en_US&edition=fundamental","pubTime":"2021-07-04 10:31","market":"us","language":"zh","title":"A \"huge and devastating\" hack attack!","url":"https://stock-news.laohu8.com/highlight/detail?id=2148980089","media":"华尔街见闻","summary":"本周五黑客袭击了IT公司Kaseya，向使用该公司技术的管理服务提供商进行勒索。有机构称目前已有20家提供商受到威胁，考虑它们为许多小型企业提供服务，此次黑客事件最终预计会有上千家个受害者。","content":"<p>From the largest fuel pipeline in the United States being cut off by hackers in May, to Toshiba's subsidiary in France, and then to JBS, the world's largest beef manufacturer, in June, hackers are now not only attacking a single company, but targeting IT service providers that provide services to hundreds of companies.</p><p>According to multiple media reports, on Friday, July 2, hackers began a global ransomware attack, which attacked more than 1,000 companies and forced Coop, one of Sweden's largest supermarket chains, to close hundreds of stores.</p><p><b>In what appears to be the largest supply chain hack yet</b>，<b>Hackers targeted IT management software vendor Kaseya</b>。</p><p>By attacking a tool called VSA of Kaseya, hackers extorted managed service providers (MSPs) who used the company's technology, while encrypting the files of these providers' customers.</p><p>The Financial Times quoted cybersecurity group Huntress Labs as saying,<b>At present, 20 threatened managed service providers (MSPs) have been identified, and more than 1,000 customers of these companies have been victims of this extortion</b>。 At present, the data of these customers has been encrypted by hackers and can only be obtained after paying the ransom.</p><p>As one of the most affected companies, Swedish supermarket chain Coop said it had closed most of its 800 stores on Saturday. Coop said an attack on its management service provider, Vissma Escom, affected the supermarket's checkout system and self-service tills.</p><p>As the \"first target\" of this hacker attack, Kaseya, an IT service provider, issued a statement saying that IT had actively shut down the company's SaaS server, and reminded not to click on any links when receiving hackers' information.</p><p>In a statement updated on the evening of July 2, Kaseya said that only a very small number of local customers were affected, about 40 of 36,000 customers.</p><p><b>Nevertheless, considering that some companies using Kaseya software provide services to hundreds of small businesses, this hacking incident is expected to have thousands of victims in the end.</b></p><p><a href=\"https://laohu8.com/S/WPO\">Washington Post</a>Industry insider Fabian Wosar was quoted as saying that he wouldn't be surprised if thousands of companies were affected, because this weekend is a small holiday in the United States, and it is impossible to know the specific figures at present.</p><p>John Hammond, senior security researcher at Huntress, said it was a \"huge and devastating\" supply chain attack. According to Reuters, he made the above comment in an email, saying that this is an increasingly eye-catching hacking technique, that is, by hijacking a piece of software to harm hundreds of users at the same time.</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>A \"huge and devastating\" hack attack!</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\">\nA \"huge and devastating\" hack attack!\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\">2021-07-04 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>From the largest fuel pipeline in the United States being cut off by hackers in May, to Toshiba's subsidiary in France, and then to JBS, the world's largest beef manufacturer, in June, hackers are now not only attacking a single company, but targeting IT service providers that provide services to hundreds of companies.</p><p>According to multiple media reports, on Friday, July 2, hackers began a global ransomware attack, which attacked more than 1,000 companies and forced Coop, one of Sweden's largest supermarket chains, to close hundreds of stores.</p><p><b>In what appears to be the largest supply chain hack yet</b>，<b>Hackers targeted IT management software vendor Kaseya</b>。</p><p>By attacking a tool called VSA of Kaseya, hackers extorted managed service providers (MSPs) who used the company's technology, while encrypting the files of these providers' customers.</p><p>The Financial Times quoted cybersecurity group Huntress Labs as saying,<b>At present, 20 threatened managed service providers (MSPs) have been identified, and more than 1,000 customers of these companies have been victims of this extortion</b>。 At present, the data of these customers has been encrypted by hackers and can only be obtained after paying the ransom.</p><p>As one of the most affected companies, Swedish supermarket chain Coop said it had closed most of its 800 stores on Saturday. Coop said an attack on its management service provider, Vissma Escom, affected the supermarket's checkout system and self-service tills.</p><p>As the \"first target\" of this hacker attack, Kaseya, an IT service provider, issued a statement saying that IT had actively shut down the company's SaaS server, and reminded not to click on any links when receiving hackers' information.</p><p>In a statement updated on the evening of July 2, Kaseya said that only a very small number of local customers were affected, about 40 of 36,000 customers.</p><p><b>Nevertheless, considering that some companies using Kaseya software provide services to hundreds of small businesses, this hacking incident is expected to have thousands of victims in the end.</b></p><p><a href=\"https://laohu8.com/S/WPO\">Washington Post</a>Industry insider Fabian Wosar was quoted as saying that he wouldn't be surprised if thousands of companies were affected, because this weekend is a small holiday in the United States, and it is impossible to know the specific figures at present.</p><p>John Hammond, senior security researcher at Huntress, said it was a \"huge and devastating\" supply chain attack. According to Reuters, he made the above comment in an email, saying that this is an increasingly eye-catching hacking technique, that is, by hijacking a piece of software to harm hundreds of users at the same time.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3634501\">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/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3634501","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148980089","content_text":"从5月的美国最大燃油管道被黑客掐断，到东芝在法国子公司，再到6月全球最大牛肉厂商JBS，如今黑客已经不仅仅是攻击单个公司了，而是盯上了为成百上千公司提供服务的IT服务供应商。\n多家媒体报道，7月2日周五，黑客开始发起一场全球勒索软件攻击，共袭击了超过1000多家公司，并迫使瑞典最大连锁超市之一的Coop关闭了数百家门店。\n在这场似乎是迄今为止规模最大的供应链黑客攻击事件中，黑客将目标锁定在了IT管理软件供应商Kaseya上。\n黑客通过袭击Kaseya公司一个名为VSA的工具，向使用该公司技术的管理服务提供商（MSP）进行勒索，同时加密这些提供商客户的文件。\n英国金融时报援引网络安全集团Huntress Labs表示，目前已经确定了20家受到威胁的管理服务提供商（MSP），这些公司的超过1000家客户为此次勒索事件的受害者。目前这些客户的数据已经被黑客加密，只有支付赎金后才能获得。\n作为其中受影响最大的公司之一，瑞典超市连锁品牌Coop表示，该公司已经于周六关闭了旗下800家门店中的绝大部分。Coop称，其管理服务提供商Vissma Escom遭到攻击后，影响了该超市的收银系统和自助收银台。\n作为此次黑客攻击的“第一目标”，IT服务商Kaseya发布声明称，已经主动关闭了该公司的SaaS服务器，同时提醒受到黑客的信息时不要点击任何链接。\nKaseya在7月2日晚间更新的声明中表示，只有极少数本地客户受到影响，大约是36000名客户中的40家。\n尽管如此，考虑到一些使用Kaseya软件的公司为数百家小型企业提供服务，此次黑客事件最终预计会有上千家受害者。\n华盛顿邮报援引业内人士Fabian Wosar表示，如果有数千家公司受影响他并不会感到意外，因为本周末是美国的小长假，目前无法知道具体数字。\nHuntress高级安全研究员John Hammond则表示，这是一场“巨大且具毁灭性”的供应链攻击。据路透，他在一封邮件中做出了上述评价，并称这是一种越来越引人注目的黑客技术，即通过劫持一个软件来同时危害成百上千的用户。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071817096,"gmtCreate":1657508461915,"gmtModify":1676536016743,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071817096","repostId":"2250823983","repostType":4,"repost":{"id":"2250823983","kind":"highlight","pubTimestamp":1657507590,"share":"https://ttm.financial/m/news/2250823983?lang=en_US&edition=fundamental","pubTime":"2022-07-11 10:46","market":"us","language":"zh","title":"Biden publishes an article explaining why he went to Saudi Arabia, experts question that the trip to seek oil may be counterproductive","url":"https://stock-news.laohu8.com/highlight/detail?id=2250823983","media":"格隆汇","summary":"美国总统拜登当地时间7月9日在《华盛顿邮报》撰文，为他即将对沙特阿拉伯的访问辩护。","content":"<p><html><head></head><body>This Friday, US President Joe Biden will visit Saudi Arabia. The meeting was widely criticized by opponents of Mohammed bin Salman's policies. Some Democrats and human rights activists in the U.S. Congress complained about Biden's visit, saying he violated a 2020 campaign promise to make Prince Mohammed a \"pariah\" on the global stage.</p><p>Before the trip, Biden spoke on July 9, local time<a href=\"https://laohu8.com/S/WPO\">Washington Post</a>\"Wrote an article to defend his upcoming trip to Saudi Arabia.<img src=\"https://static.tigerbbs.com/09d5da834ed2d2741a847cd546a15fbb\" tg-width=\"1365\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/>Screenshot of Washington Post article</p><p>Biden wrote in an opinion piece:</p><p>\"I know there are a lot of people who disagree with my decision to travel to Saudi Arabia. My views on human rights are clear and long-term. My job as president is to keep our country strong and secure, and we must counter the Russian offensive...... and work for greater stability in important parts of the world. To do these things, we must engage directly with countries that can influence those outcomes.\" Biden is expected to meet with Crown Prince Mohammed and other Arab leaders in the Gulf countries to convince them to pump more oil into the market to drive down gasoline prices in the United States.</p><p>Biden also noted that he would be the first president to fly from Israel to Jeddah, Saudi Arabia, after decades of hostilities between the Jewish state and the Arab kingdom. Biden wrote:</p><p>\"The trip will also be a small symbol of the budding and moving towards normalization of the relationship between Israel and the Arab world, which my administration is working to deepen and expand. In Jeddah, leaders from across the region will come together to point out that the Middle East could be more stable and integrated, with the U.S. playing a crucial leadership role.\" Biden did not criticize the Saudi government for murdering journalist Khashoggi. The murder of Khashoggi in 2018 made the relationship between the United States and Saudi Arabia tense. When Biden was a presidential candidate, he repeatedly criticized Trump for \"shielding\" Saudi Arabia, and said that the Khashoggi murder made Saudi Arabia a \"pariah country\" in the world. After Biden took office, the relationship between the United States and Saudi Arabia continued to be tense. The results of the US intelligence investigation released by the Biden administration basically confirmed that Saudi Crown Prince Mohammed was the mastermind behind the murder of Khashoggi, but the Crown Prince himself denied it.</p><p>According to CCTV News, according to<a href=\"https://laohu8.com/S/AOL\">America Online</a>Daily tracking data from polling company Civiqs, as of July 9, local time,<b>The rolling average of U.S. President Joe Biden's job approval rating has fallen below the 30% mark to its lowest level ever.</b>Poll results show that only 29% of registered voters in the United States approve of Biden's working methods, 58% disapprove, and 13% are still unsure. It is reported that soaring inflation, expensive gasoline prices and a possible recession are the main reasons why people are dissatisfied with Biden's job.</p><p><h3>Requests to increase production are not optimistic, and the effect may be counterproductive</h3>Bloomberg columnist Grant Smith said that even if Biden gets a promise of more oil during his visit to Saudi Arabia this week, it may not help drive down the high oil prices that are stirring the global economy.</p><p>Smith said the U.S. president's visit to a country he had vowed to isolate represents a major thaw in relations, but<b>Saudi Arabia and its OPEC partners have limited spare capacity available</b>。 Some market observers have also questioned whether using these supply buffers will calm energy markets or just make things worse.</p><p>Ben Cahill, a senior fellow at the Center for Strategic and International Studies, said:</p><p>\"It seems unlikely that Saudi production will surge. Saudi Arabia and OPEC + have very limited spare capacity and they must manage it carefully.\" Saudi Arabia and the UAE are the only members of OPEC with significant unused capacity. Official data from these countries show that they currently have about 3 million barrels per day of idle production. That's roughly 3% of global oil production capacity, roughly equivalent to the amount of Russian oil that could be banned from the market by the end of the year due to sanctions, according to the International Energy Agency, but there may be less margin for emergency capacity than official data suggests.</p><p>Bill Farren-Price, head of Enverus Intelligence Research, said:</p><p>\"There's a realization that Saudi Arabia doesn't have much to talk about on the supply side, at least for now.\"<b>If the Gulf states are to make the most of their spare capacity, it could backfire. Traders tend to become anxious when global markets don't have any reserves to deal with potential disruptions. The recent collapse of OPEC member Libya amid renewed unrest serves as a reminder of the long-term risks to global production.</b></p><p>Helima Croft, chief strategist at RBC Capital and former CIA analyst, said:</p><p>\"They will wisely deploy any remaining spare capacity. I don't think they want to exhaust all their spare capacity as part of a strategic reset with the U.S.\" Putting aside all the potential risks and rewards associated with OPEC crude flows, there is a pressing issue they can't do anything about-<b>Capacity to produce gasoline, diesel and aviation fuel is lacking around the world</b>。</p><p>U.S. refineries are operating at 95% capacity, the highest level in nearly three years, as they struggle to keep up with peak summer fuel demand. Years of underinvestment, coupled with disruptions to Russian oil product exports, have prompted the White House to consider restarting mothballed refineries.</p><p>Jeff Currie, head of commodity research at Goldman Sachs Group, said:</p><p>\"This energy crisis requires long-term investment in infrastructure such as refineries, and solving energy and military security issues. The question about OPEC production capacity is just an episode.\"</body></html></p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden publishes an article explaining why he went to Saudi Arabia, experts question that the trip to seek oil may be counterproductive</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\">\nBiden publishes an article explaining why he went to Saudi Arabia, experts question that the trip to seek oil may be counterproductive\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\">2022-07-11 10:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This Friday, US President Joe Biden will visit Saudi Arabia. The meeting was widely criticized by opponents of Mohammed bin Salman's policies. Some Democrats and human rights activists in the U.S. Congress complained about Biden's visit, saying he violated a 2020 campaign promise to make Prince Mohammed a \"pariah\" on the global stage.</p><p>Before the trip, Biden spoke on July 9, local time<a href=\"https://laohu8.com/S/WPO\">Washington Post</a>\"Wrote an article to defend his upcoming trip to Saudi Arabia.<img src=\"https://static.tigerbbs.com/09d5da834ed2d2741a847cd546a15fbb\" tg-width=\"1365\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/>Screenshot of Washington Post article</p><p>Biden wrote in an opinion piece:</p><p>\"I know there are a lot of people who disagree with my decision to travel to Saudi Arabia. My views on human rights are clear and long-term. My job as president is to keep our country strong and secure, and we must counter the Russian offensive...... and work for greater stability in important parts of the world. To do these things, we must engage directly with countries that can influence those outcomes.\" Biden is expected to meet with Crown Prince Mohammed and other Arab leaders in the Gulf countries to convince them to pump more oil into the market to drive down gasoline prices in the United States.</p><p>Biden also noted that he would be the first president to fly from Israel to Jeddah, Saudi Arabia, after decades of hostilities between the Jewish state and the Arab kingdom. Biden wrote:</p><p>\"The trip will also be a small symbol of the budding and moving towards normalization of the relationship between Israel and the Arab world, which my administration is working to deepen and expand. In Jeddah, leaders from across the region will come together to point out that the Middle East could be more stable and integrated, with the U.S. playing a crucial leadership role.\" Biden did not criticize the Saudi government for murdering journalist Khashoggi. The murder of Khashoggi in 2018 made the relationship between the United States and Saudi Arabia tense. When Biden was a presidential candidate, he repeatedly criticized Trump for \"shielding\" Saudi Arabia, and said that the Khashoggi murder made Saudi Arabia a \"pariah country\" in the world. After Biden took office, the relationship between the United States and Saudi Arabia continued to be tense. The results of the US intelligence investigation released by the Biden administration basically confirmed that Saudi Crown Prince Mohammed was the mastermind behind the murder of Khashoggi, but the Crown Prince himself denied it.</p><p>According to CCTV News, according to<a href=\"https://laohu8.com/S/AOL\">America Online</a>Daily tracking data from polling company Civiqs, as of July 9, local time,<b>The rolling average of U.S. President Joe Biden's job approval rating has fallen below the 30% mark to its lowest level ever.</b>Poll results show that only 29% of registered voters in the United States approve of Biden's working methods, 58% disapprove, and 13% are still unsure. It is reported that soaring inflation, expensive gasoline prices and a possible recession are the main reasons why people are dissatisfied with Biden's job.</p><p><h3>Requests to increase production are not optimistic, and the effect may be counterproductive</h3>Bloomberg columnist Grant Smith said that even if Biden gets a promise of more oil during his visit to Saudi Arabia this week, it may not help drive down the high oil prices that are stirring the global economy.</p><p>Smith said the U.S. president's visit to a country he had vowed to isolate represents a major thaw in relations, but<b>Saudi Arabia and its OPEC partners have limited spare capacity available</b>。 Some market observers have also questioned whether using these supply buffers will calm energy markets or just make things worse.</p><p>Ben Cahill, a senior fellow at the Center for Strategic and International Studies, said:</p><p>\"It seems unlikely that Saudi production will surge. Saudi Arabia and OPEC + have very limited spare capacity and they must manage it carefully.\" Saudi Arabia and the UAE are the only members of OPEC with significant unused capacity. Official data from these countries show that they currently have about 3 million barrels per day of idle production. That's roughly 3% of global oil production capacity, roughly equivalent to the amount of Russian oil that could be banned from the market by the end of the year due to sanctions, according to the International Energy Agency, but there may be less margin for emergency capacity than official data suggests.</p><p>Bill Farren-Price, head of Enverus Intelligence Research, said:</p><p>\"There's a realization that Saudi Arabia doesn't have much to talk about on the supply side, at least for now.\"<b>If the Gulf states are to make the most of their spare capacity, it could backfire. Traders tend to become anxious when global markets don't have any reserves to deal with potential disruptions. The recent collapse of OPEC member Libya amid renewed unrest serves as a reminder of the long-term risks to global production.</b></p><p>Helima Croft, chief strategist at RBC Capital and former CIA analyst, said:</p><p>\"They will wisely deploy any remaining spare capacity. I don't think they want to exhaust all their spare capacity as part of a strategic reset with the U.S.\" Putting aside all the potential risks and rewards associated with OPEC crude flows, there is a pressing issue they can't do anything about-<b>Capacity to produce gasoline, diesel and aviation fuel is lacking around the world</b>。</p><p>U.S. refineries are operating at 95% capacity, the highest level in nearly three years, as they struggle to keep up with peak summer fuel demand. Years of underinvestment, coupled with disruptions to Russian oil product exports, have prompted the White House to consider restarting mothballed refineries.</p><p>Jeff Currie, head of commodity research at Goldman Sachs Group, said:</p><p>\"This energy crisis requires long-term investment in infrastructure such as refineries, and solving energy and military security issues. The question about OPEC production capacity is just an episode.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/538160\">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/bc7dac6236dcafa6001effd401144b28","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/538160","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2250823983","content_text":"本周五，美国总统拜登将出访沙特。这次会晤受到了穆罕默德·本·萨勒曼政策反对者的广泛批评。美国国会中的一些民主党人和人权活动人士抱怨拜登的访问，称他违反了2020年的竞选承诺，即让穆罕默德王子成为全球舞台上的“贱民”。出行前，拜登于当地时间7月9日在《华盛顿邮报》撰文，为他即将到来的沙特之行做出辩护。《华盛顿邮报》撰文截图拜登在评论文章中写道：“我知道有很多人不同意我前往沙特阿拉伯的决定。我对人权的看法是明确而长期的。作为总统，我的工作是保持我们国家的强大和安全，我们必须反击俄罗斯的进攻......并为世界重要地区的更大稳定而努力。要做这些事情，我们必须直接与可以影响这些结果的国家接触。”拜登预计将与穆罕默德王储和其他海湾国家的阿拉伯领导人会面，说服他们向市场注入更多石油，以压低美国的汽油价格。拜登还指出，在犹太国家与阿拉伯王国敌对数十年之后，他将成为第一位从以色列飞往沙特阿拉伯吉达的总统。拜登写道：“这次出行也将成为以色列与阿拉伯世界之间关系萌芽和迈向正常化的一个小象征，我的政府正在努力深化和扩大这种关系。在吉达，来自该地区的领导人将齐聚一堂，指出中东可能会更加稳定和一体化，而美国将发挥至关重要的领导作用。”拜登没有批评沙特政府谋杀了记者卡舒吉。2018年的卡舒吉谋杀案让美沙关系一度紧张。而拜登还是总统候选人时就多次批评特朗普“包庇”沙特，并称卡舒吉谋杀案让沙特成为国际上的“贱民国家”。拜登上任后，美沙关系也持续紧张，拜登政府发布的美国情报调查结果基本确定了沙特王储穆罕默德是卡舒吉谋杀事件的幕后策划者，但王储本人否认。据央视新闻，根据美国在线民调公司Civiqs的每日跟踪数据，截至当地时间7月9日，美国总统拜登工作支持率的滚动平均值已跌破30%大关，降至有史以来的最低水平。民调结果显示，美国仅有29%的登记选民赞成拜登的工作方式，58%的人表示不赞成，13%的人仍然不确定。据悉，通胀飙升、昂贵的汽油价格和随时可能到来的经济衰退是人们对拜登工作不满意的主要原因。请求增产不被看好，效果恐适得其反彭博专栏作家格兰特·史密斯（Grant Smith）称，即使拜登在本周访问沙特时获得提供更多石油的承诺，也可能无助于压低搅动全球经济的高油价。史密斯表示，美国总统访问一个他曾发誓要孤立的国家，这代表着两国关系的重大解冻，但沙特及其欧佩克合作伙伴可提供的备用产能有限。一些市场观察人士还质疑，利用这些供应缓冲是否会使能源市场平静下来，还是只会让事情变得更糟。战略与国际研究中心高级研究员本·卡希尔（Ben Cahill）说：“沙特产量似乎不太可能激增。沙特和欧佩克+的备用产能非常有限，他们必须谨慎管理。”沙特和阿联酋是欧佩克中仅有的拥有大量未使用产能的成员国。这些国家的官方数据显示，它们目前的闲置产量约为300万桶/日。根据国际能源署的数据，这大约是全球石油产能的3%，大致相当于年底可能因制裁而被禁止进入市场的俄罗斯石油数量，但应急产能的余量可能比官方数据显示的还要少。Enverus Intelligence Research主管比尔·法伦-普赖斯（Bill Farren-Price）说：“人们意识到，沙特阿拉伯在供应方面没有太多可谈的东西，至少目前是这样。”如果海湾国家要充分利用它们的闲置产能，可能会适得其反。当全球市场没有任何储备来应对潜在的干扰时，交易者往往会变得焦虑。欧佩克成员国利比亚最近因再次动荡而崩溃，提醒人们全球生产面临长期风险。RBC Capital首席策略师、前中央情报局分析师Helima Croft表示：“它们将明智地部署任何剩余的备用产能。我认为它们不想耗尽所有闲置产能，作为与美国进行战略重置的一部分。”抛开与欧佩克原油流动相关的所有潜在风险和回报，有一个紧迫的问题他们无能为力——世界各地缺乏生产汽油、柴油和航空燃料的能力。美国炼油厂正以95%的产能运营，这是近三年来的最高水平，因为它们正努力跟上夏季燃料需求的高峰期。多年的投资不足，加上俄罗斯石油产品出口受到干扰，促使白宫考虑重启被封存的炼油厂。高盛集团大宗商品研究主管杰夫·柯里（Jeff Currie）表示：“这场能源危机需要对炼油厂等基础设施进行长周期投资，并解决能源和军事安全问题。有关欧佩克产能的问题只是个小插曲。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159606708,"gmtCreate":1624959679904,"gmtModify":1703848852335,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"⛽","listText":"⛽","text":"⛽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/159606708","repostId":"1120042334","repostType":4,"repost":{"id":"1120042334","kind":"news","weMediaInfo":{"introduction":"科技趋势  财经动向","home_visible":1,"media_name":"深潜atom","id":"1023838834","head_image":"https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac"},"pubTimestamp":1624958717,"share":"https://ttm.financial/m/news/1120042334?lang=en_US&edition=fundamental","pubTime":"2021-06-29 17:25","market":"hk","language":"zh","title":"Xiaomi builds cars, it will be really late if it doesn't start","url":"https://stock-news.laohu8.com/highlight/detail?id=1120042334","media":"深潜atom","summary":"花了三个月时间还处于招人阶段的小米，着急了吗\n\n自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”，在互联网上轰动至今。在不到三个月的时间里，小米雷厉风行，不仅先后注册小米汽车、米车、米汽等商","content":"<p>Xiaomi, which has spent three months and is still in the recruitment stage, is it anxious? Since Lei Jun announced on March 30 this year that building a car was his \"last major venture in his life\", it has been a sensation on the Internet. In less than three months, Xiaomi has acted vigorously and resolutely, not only registering trademarks such as Xiaomi Motors, Miche, and Miqi, but also grabbing investment in two autonomous driving manufacturers, Zongmu Technology and Hesai Technology, and even cooperating with<a href=\"https://laohu8.com/S/002594\">BYD</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>There is an \"scandal\" of marriage.</p><p>With Huawei,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Compared with other companies such as Didi, which mainly focus on autonomous driving as the core of their automobile business, as soon as Xiaomi entered the market, it made it clear that it would build its own complete vehicles and build its own<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric vehicle brands. However, objective evaluation shows that there is still a big gap between Xiaomi and other Internet technology giants that first entered the field of car manufacturing, or new car manufacturers or even traditional OEMs in terms of technology and experience.</p><p>Analysts believe that the core of future car manufacturing lies in autonomous driving. According to data, the patents currently applied for by Xiaomi are mainly concentrated on smart cockpits, and the layout in the field of autonomous driving is almost blank. Compared with Baidu, Huawei, etc., related The number of patents is at a disadvantage. In the field of smart electric vehicles, it is already ill-prepared, especially when its own core technology is obviously lacking, Xiaomi will definitely not be able to catch up with the new trend of smart electric vehicles with only 10 billion US dollars in 10 years. Recruiting troops is an inevitable and necessary means for Xiaomi.</p><p>Recently, Xiaomi has posted a number of autonomous driving positions on its official website and marked them as \"urgent\", which once again triggered heated discussions in the outside world-three months have passed, has Xiaomi determined the direction of building cars?</p><p><b>01 </b><b>When Xiaomi builds a car, it must first recruit people</b></p><p>According to Xiaomi Recruitment official website, it is currently recruiting talents in the field of autonomous driving, including data platform, vehicle infrastructure, decision planning, millimeter wave algorithm, development tools, front-end platform development, embedded software, control, perception, prediction, high-precision maps, simulation platform, sensor, algorithm optimization, advanced idiomatic algorithm, super-divine wave radar algorithm, laser point cloud algorithm, prediction and positioning. At the same time, it is worth noting that the working addresses of the above-mentioned recruitment positions are all displayed as \"Haidian District, Beijing\", and the word \"urgent\" is marked before each recruitment position information. In this regard, the industry believes that \"the headquarters of Xiaomi Car Manufacturing R&D Center may be located in Beijing\".</p><p><img src=\"https://static.tigerbbs.com/44b85bf06721bb7be7900daef5261562\" tg-width=\"900\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi Recruitment</p><p>Judging from this recruitment information, combined with Xiaomi's previous investment in two lidar manufacturers, Zongmu Technology and Hesai Technology, Xiaomi Automobile may use the route of fusing multiple sensors such as millimeter wave radar, lidar and cameras as an entry point.</p><p>According to industry insiders, Xiaomi has only decided to build a car at present, but there has been no clear news in the industry since the three months after the press conference regarding specific product positioning, technical route, factory building and other issues. On April 23, Wang Xiang, president of Xiaomi Group, also said in a forum, \"Car manufacturing has not officially started yet. I announced in advance that I want to obtain better global resources and jointly develop Xiaomi cars.\"</p><p>Throughout Xiaomi, it seems that there is currently no senior executive with a professional background in the automotive field-currently Xiaomi is led by Lei Jun and chief strategy officer Wang Chuan is in charge. In other words, Xiaomi, which focuses on mobile terminals such as smartphones and AIoT Internet of Things, may be relatively short of car-making talent pool, which may be one of the important reasons why Xiaomi has urgently recruited talents in the field of autonomous driving recently.</p><p>In fact, the current situation of insufficient human resources is also reflected in Xiaomi's patent reserve, which currently lags far behind other technology giants. According to statistics from Zero One Think Tank, as of the first quarter of 2021, 8,275 domestic companies have participated in autonomous driving patent applications, including 14,018 authorized patents, with a total of 40,682 patents. Among them, the three companies with the largest number of patent applications are Baidu (2,009), Huawei (1,332) and DJI (705). In contrast, according to Qichacha's intellectual property information, as of March 29, 2021, Xiaomi's patent summary includes a total of 211 patents related to automobiles such as \"engine, navigation, car, driving, radar, driving\", mainly focusing on the layout of network interaction, body control, and energy charging.</p><p>Further, take Xiaomi's patent called \"Vehicle Speed Control Method and Device\" as an example. This patent can control the driving speed of the vehicle by obtaining the geographical location of the vehicle and according to the speed limit information of the location. Do not exceed the speed limit. Baidu's patent titled \"Control Method and Device for Autonomous Driving Vehicles\" can combine the distance from the vehicle in front, comprehensively judge multiple dimensions such as speed limit, cruising speed, and system speed limit, and keep the vehicle driving smoothly independently. By simply comparing the consideration dimensions of the two patents to explain the actual situation, we can clearly perceive that autonomous driving is actually a shortcoming for Xiaomi at present. Xiaomi needs to increase investment or recruit talents to catch up technologically.</p><p>However, with the increasing number of players entering the car track, the competition has become increasingly fierce. In a report by the Economic Observer, among the new car manufacturers, the number of people in the car circle who plan to go to Didi is the largest, and the number of interactions is the highest; Followed by<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, the third place is Jidu Automobile, a cooperation between Baidu and Geely, and the fourth place is Xiaomi Automobile.</p><p>In the descriptions of many automobile practitioners, the uncertainty shown by Xiaomi in building cars so far is the primary reason that prevents them from considering changing jobs to Xiaomi. \"After all, I don't know what form Xiaomi will take to make its first car. It's uncertain whether it starts from scratch or cooperates with OEM.\"</p><p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>△ Hu Zhengnan responded</p><p>Previously, some media broke the news that Xiaomi Motors had offered hundreds of millions of sky-high prices to \"poach corners\"<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Hu Zhennan, president of the institute, but then Hu Zhennan made a rumor in the circle of friends.</p><p>The difficulty of recruiting people is only the first hurdle Xiaomi encounters on the road of building cars. Xiaomi and Lei Jun themselves may also clearly realize the difficulty of cross-border car manufacturing. When announcing the car manufacturing, Lei Jun wrote on Weibo, \"Although Xiaomi is becoming more and more successful in technology, it is a preliminary entry in the hardware industry. Nowadays, it takes fearless courage, firm courage and more knowledge to enter the automobile industry with the highest difficulty in combining software and hardware. This means that in this track, all the past accumulation will be cleared.\"</p><p>In China, not only traditional car companies are striving to transform towards smart electrification, but various new car manufacturers are also competing to join in, making frequent moves. Along with it, the competition in the industry has entered a fierce stage.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is estimated that in the next one to two years, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>There will be more players in the car market, and the competition in the smart electric vehicle market will be similar to the competition in the Chinese battery market. Over the past decade, the number of battery suppliers has dropped significantly, from nearly 200 to less than 30 to 40 today. Of those companies that survive industry competition and consolidation, only 5 to 10 are the best. The electric vehicle market will also face this problem. Don't think how active China's electric vehicle market is currently. In the end, only a few powerful companies can live well.</p><p><b>02 </b><b>Xiaomi builds cars, and you can't be willful even if you have money</b></p><p><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>In February this year, a research report was released-\"Why do mobile phone manufacturers build cars? The logic behind consumer electronics to smart cars\". The report believes that the reason why mobile phone giants have set foot in the smart electric vehicle market is mainly because the human-based To C consumer Internet pattern has been determined, and the enterprise-based To B industrial Internet pattern has also been determined, while only things-based The To T Internet of Things (AIoT) is in its early stages. Therefore, mobile Internet giants can only make two efforts based on To T at present: First, they can turn all long-tail home appliances into AIoT Internet of Things, Xiaomi and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It has been laid out for many years. The second is to enter the automobile market with the largest single product market space (far larger than the mobile phone market) and transform the entire automobile industry with digitalization. This is also the only way to leap-forward growth.</p><p>It is not difficult to find that giants including Apple and Huawei have deployed IoT smart hardware after the peak of smartphones. However, the market size of home appliances and wearable devices is actually quite limited, and it definitely cannot support the growth of giants. volume; The automobile market will be much bigger, and the opportunity for substantial growth in the future is of course automobiles.</p><p>Since its establishment in 2010, Xiaomi has been using the slogan of \"Born for the Fever\". In fact, another explanation is that the fundamental reason why Xiaomi impresses the market lies in \"small profits but quick turnover\", that is, cost performance; You will find that no matter which product Xiaomi owns, it is not necessarily the best, but it must be one of the most cost-effective at the same price.</p><p>The sales volume of high-end and low-priced products will definitely not be bad, and coupled with relatively conservative production capacity, extremely low inventory can be guaranteed. Although Xiaomi has sacrificed short-term profitability, it can exchange for excellent capital liquidity and sustainable development space.</p><p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi mobile phone</p><p>It is true most of the time that low-profit strategies can be exchanged for increased demand, but this truth requires a premise, that is, the market for this product still has huge potential, otherwise, no matter how cheap it is, on the one hand, the ceiling of increased demand is within reach, and on the other hand, it may enter the stage of vicious competition.</p><p>Precisely, the smartphone industry where Xiaomi is currently located has begun to encounter bottlenecks. The growth of the global smartphone market has basically stagnated in the past two years. IDC previously predicted that the average annual compound growth rate of global smartphone market shipments from 2020 to 2023 will be only 4.31%.</p><p>In this context, it is imperative for Xiaomi to build cars. Lei Jun once stated that Xiaomi's biggest confidence in building cars is to \"afford to lose money\". The initial investment in the car manufacturing business is 10 billion yuan, and the investment in the next 10 years is expected to be 10 billion US dollars. According to Xiaomi's 2020 annual report, as of December 31, 2020, Xiaomi's total cash resources exceeded 100 billion yuan. This means that according to the current exchange rate, car manufacturing will account for nearly 65% of Xiaomi's current 100 billion cash resources.</p><p>However, building a car is easy said, but it is not easy to really produce a car in batches and ensure quality. Xiaomi is good at software development and ecological construction, while vehicle manufacturing is an area that Xiaomi has never touched before. How to coordinate hundreds of suppliers, manage the quality of thousands of parts, and a series of complex and rigorous testing processes are problems that automobile manufacturing must solve.</p><p>At the same time, even if it invests US $10 billion, Xiaomi's car manufacturing will definitely enter the stage of mass production or even profitability, which is still uncertain. For Xiaomi, R&D investment in the mobile phone business is still important. After all, this is Xiaomi's basic market. Seemingly sufficient cash reserves are two businesses and one cent, and lack of money is still the theme. As we all know, Xiaomi's own profitability is not strong. Because of the pursuit of cost performance, Xiaomi's net profit margin in 2020 is about 5.3%. Compared with other Internet companies, this level basically hovers at the bottom of the industry.</p><p>Xiaomi, which claims to be \"not short of money\", has many challenges in entering the car-making track in addition to its natural advantages in brand. The cost-effectiveness strategy is difficult to work in today's electric vehicle market. We cannot expect Xiaomi to build a model that can overwhelm Hongguang MINI EV in terms of cost-effectiveness.</p><p>At the beginning of June, Wang Chuanfu, chairman of BYD, once \"shouted\" Lei Jun, saying, \"5 billion is nothing to Lei, and 100 billion is nothing. The key is to waste your three years. How much are these three years worth?\" After that, Wang Chuanfu explained that this sentence is not to persuade Lei Jun not to build a car, but to hope to have deeper cooperation with Xiaomi in the field of car manufacturing. The implication is that BYD is the most \"right-to-right\" in Xiaomi's car manufacturing.</p><p>According to Lei Jun's plan, Xiaomi's first car will be launched in about three years. So whether it is the accumulation of manufacturing experience or the limitation of product launch time, the self-built factory model that needs to start from scratch is not suitable for Xiaomi, so the OEM model that does not require high manufacturing experience and can be quickly mass-produced is almost the only choice for Xiaomi to build cars.</p><p>He XPeng predicts that in the next 5 to 10 years, the number of global car manufacturers will be reduced to 10 main car companies. Xiaomi, which has spent three months and is still in the recruitment stage, is it anxious?</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xiaomi builds cars, it will be really late if it doesn't start</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXiaomi builds cars, it will be really late if it doesn't start\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023838834\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深潜atom </p>\n<p class=\"h-time smaller\">2021-06-29 17:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Xiaomi, which has spent three months and is still in the recruitment stage, is it anxious? Since Lei Jun announced on March 30 this year that building a car was his \"last major venture in his life\", it has been a sensation on the Internet. In less than three months, Xiaomi has acted vigorously and resolutely, not only registering trademarks such as Xiaomi Motors, Miche, and Miqi, but also grabbing investment in two autonomous driving manufacturers, Zongmu Technology and Hesai Technology, and even cooperating with<a href=\"https://laohu8.com/S/002594\">BYD</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>There is an \"scandal\" of marriage.</p><p>With Huawei,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Compared with other companies such as Didi, which mainly focus on autonomous driving as the core of their automobile business, as soon as Xiaomi entered the market, it made it clear that it would build its own complete vehicles and build its own<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric vehicle brands. However, objective evaluation shows that there is still a big gap between Xiaomi and other Internet technology giants that first entered the field of car manufacturing, or new car manufacturers or even traditional OEMs in terms of technology and experience.</p><p>Analysts believe that the core of future car manufacturing lies in autonomous driving. According to data, the patents currently applied for by Xiaomi are mainly concentrated on smart cockpits, and the layout in the field of autonomous driving is almost blank. Compared with Baidu, Huawei, etc., related The number of patents is at a disadvantage. In the field of smart electric vehicles, it is already ill-prepared, especially when its own core technology is obviously lacking, Xiaomi will definitely not be able to catch up with the new trend of smart electric vehicles with only 10 billion US dollars in 10 years. Recruiting troops is an inevitable and necessary means for Xiaomi.</p><p>Recently, Xiaomi has posted a number of autonomous driving positions on its official website and marked them as \"urgent\", which once again triggered heated discussions in the outside world-three months have passed, has Xiaomi determined the direction of building cars?</p><p><b>01 </b><b>When Xiaomi builds a car, it must first recruit people</b></p><p>According to Xiaomi Recruitment official website, it is currently recruiting talents in the field of autonomous driving, including data platform, vehicle infrastructure, decision planning, millimeter wave algorithm, development tools, front-end platform development, embedded software, control, perception, prediction, high-precision maps, simulation platform, sensor, algorithm optimization, advanced idiomatic algorithm, super-divine wave radar algorithm, laser point cloud algorithm, prediction and positioning. At the same time, it is worth noting that the working addresses of the above-mentioned recruitment positions are all displayed as \"Haidian District, Beijing\", and the word \"urgent\" is marked before each recruitment position information. In this regard, the industry believes that \"the headquarters of Xiaomi Car Manufacturing R&D Center may be located in Beijing\".</p><p><img src=\"https://static.tigerbbs.com/44b85bf06721bb7be7900daef5261562\" tg-width=\"900\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi Recruitment</p><p>Judging from this recruitment information, combined with Xiaomi's previous investment in two lidar manufacturers, Zongmu Technology and Hesai Technology, Xiaomi Automobile may use the route of fusing multiple sensors such as millimeter wave radar, lidar and cameras as an entry point.</p><p>According to industry insiders, Xiaomi has only decided to build a car at present, but there has been no clear news in the industry since the three months after the press conference regarding specific product positioning, technical route, factory building and other issues. On April 23, Wang Xiang, president of Xiaomi Group, also said in a forum, \"Car manufacturing has not officially started yet. I announced in advance that I want to obtain better global resources and jointly develop Xiaomi cars.\"</p><p>Throughout Xiaomi, it seems that there is currently no senior executive with a professional background in the automotive field-currently Xiaomi is led by Lei Jun and chief strategy officer Wang Chuan is in charge. In other words, Xiaomi, which focuses on mobile terminals such as smartphones and AIoT Internet of Things, may be relatively short of car-making talent pool, which may be one of the important reasons why Xiaomi has urgently recruited talents in the field of autonomous driving recently.</p><p>In fact, the current situation of insufficient human resources is also reflected in Xiaomi's patent reserve, which currently lags far behind other technology giants. According to statistics from Zero One Think Tank, as of the first quarter of 2021, 8,275 domestic companies have participated in autonomous driving patent applications, including 14,018 authorized patents, with a total of 40,682 patents. Among them, the three companies with the largest number of patent applications are Baidu (2,009), Huawei (1,332) and DJI (705). In contrast, according to Qichacha's intellectual property information, as of March 29, 2021, Xiaomi's patent summary includes a total of 211 patents related to automobiles such as \"engine, navigation, car, driving, radar, driving\", mainly focusing on the layout of network interaction, body control, and energy charging.</p><p>Further, take Xiaomi's patent called \"Vehicle Speed Control Method and Device\" as an example. This patent can control the driving speed of the vehicle by obtaining the geographical location of the vehicle and according to the speed limit information of the location. Do not exceed the speed limit. Baidu's patent titled \"Control Method and Device for Autonomous Driving Vehicles\" can combine the distance from the vehicle in front, comprehensively judge multiple dimensions such as speed limit, cruising speed, and system speed limit, and keep the vehicle driving smoothly independently. By simply comparing the consideration dimensions of the two patents to explain the actual situation, we can clearly perceive that autonomous driving is actually a shortcoming for Xiaomi at present. Xiaomi needs to increase investment or recruit talents to catch up technologically.</p><p>However, with the increasing number of players entering the car track, the competition has become increasingly fierce. In a report by the Economic Observer, among the new car manufacturers, the number of people in the car circle who plan to go to Didi is the largest, and the number of interactions is the highest; Followed by<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, the third place is Jidu Automobile, a cooperation between Baidu and Geely, and the fourth place is Xiaomi Automobile.</p><p>In the descriptions of many automobile practitioners, the uncertainty shown by Xiaomi in building cars so far is the primary reason that prevents them from considering changing jobs to Xiaomi. \"After all, I don't know what form Xiaomi will take to make its first car. It's uncertain whether it starts from scratch or cooperates with OEM.\"</p><p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>△ Hu Zhengnan responded</p><p>Previously, some media broke the news that Xiaomi Motors had offered hundreds of millions of sky-high prices to \"poach corners\"<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Hu Zhennan, president of the institute, but then Hu Zhennan made a rumor in the circle of friends.</p><p>The difficulty of recruiting people is only the first hurdle Xiaomi encounters on the road of building cars. Xiaomi and Lei Jun themselves may also clearly realize the difficulty of cross-border car manufacturing. When announcing the car manufacturing, Lei Jun wrote on Weibo, \"Although Xiaomi is becoming more and more successful in technology, it is a preliminary entry in the hardware industry. Nowadays, it takes fearless courage, firm courage and more knowledge to enter the automobile industry with the highest difficulty in combining software and hardware. This means that in this track, all the past accumulation will be cleared.\"</p><p>In China, not only traditional car companies are striving to transform towards smart electrification, but various new car manufacturers are also competing to join in, making frequent moves. Along with it, the competition in the industry has entered a fierce stage.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is estimated that in the next one to two years, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>There will be more players in the car market, and the competition in the smart electric vehicle market will be similar to the competition in the Chinese battery market. Over the past decade, the number of battery suppliers has dropped significantly, from nearly 200 to less than 30 to 40 today. Of those companies that survive industry competition and consolidation, only 5 to 10 are the best. The electric vehicle market will also face this problem. Don't think how active China's electric vehicle market is currently. In the end, only a few powerful companies can live well.</p><p><b>02 </b><b>Xiaomi builds cars, and you can't be willful even if you have money</b></p><p><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>In February this year, a research report was released-\"Why do mobile phone manufacturers build cars? The logic behind consumer electronics to smart cars\". The report believes that the reason why mobile phone giants have set foot in the smart electric vehicle market is mainly because the human-based To C consumer Internet pattern has been determined, and the enterprise-based To B industrial Internet pattern has also been determined, while only things-based The To T Internet of Things (AIoT) is in its early stages. Therefore, mobile Internet giants can only make two efforts based on To T at present: First, they can turn all long-tail home appliances into AIoT Internet of Things, Xiaomi and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It has been laid out for many years. The second is to enter the automobile market with the largest single product market space (far larger than the mobile phone market) and transform the entire automobile industry with digitalization. This is also the only way to leap-forward growth.</p><p>It is not difficult to find that giants including Apple and Huawei have deployed IoT smart hardware after the peak of smartphones. However, the market size of home appliances and wearable devices is actually quite limited, and it definitely cannot support the growth of giants. volume; The automobile market will be much bigger, and the opportunity for substantial growth in the future is of course automobiles.</p><p>Since its establishment in 2010, Xiaomi has been using the slogan of \"Born for the Fever\". In fact, another explanation is that the fundamental reason why Xiaomi impresses the market lies in \"small profits but quick turnover\", that is, cost performance; You will find that no matter which product Xiaomi owns, it is not necessarily the best, but it must be one of the most cost-effective at the same price.</p><p>The sales volume of high-end and low-priced products will definitely not be bad, and coupled with relatively conservative production capacity, extremely low inventory can be guaranteed. Although Xiaomi has sacrificed short-term profitability, it can exchange for excellent capital liquidity and sustainable development space.</p><p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi mobile phone</p><p>It is true most of the time that low-profit strategies can be exchanged for increased demand, but this truth requires a premise, that is, the market for this product still has huge potential, otherwise, no matter how cheap it is, on the one hand, the ceiling of increased demand is within reach, and on the other hand, it may enter the stage of vicious competition.</p><p>Precisely, the smartphone industry where Xiaomi is currently located has begun to encounter bottlenecks. The growth of the global smartphone market has basically stagnated in the past two years. IDC previously predicted that the average annual compound growth rate of global smartphone market shipments from 2020 to 2023 will be only 4.31%.</p><p>In this context, it is imperative for Xiaomi to build cars. Lei Jun once stated that Xiaomi's biggest confidence in building cars is to \"afford to lose money\". The initial investment in the car manufacturing business is 10 billion yuan, and the investment in the next 10 years is expected to be 10 billion US dollars. According to Xiaomi's 2020 annual report, as of December 31, 2020, Xiaomi's total cash resources exceeded 100 billion yuan. This means that according to the current exchange rate, car manufacturing will account for nearly 65% of Xiaomi's current 100 billion cash resources.</p><p>However, building a car is easy said, but it is not easy to really produce a car in batches and ensure quality. Xiaomi is good at software development and ecological construction, while vehicle manufacturing is an area that Xiaomi has never touched before. How to coordinate hundreds of suppliers, manage the quality of thousands of parts, and a series of complex and rigorous testing processes are problems that automobile manufacturing must solve.</p><p>At the same time, even if it invests US $10 billion, Xiaomi's car manufacturing will definitely enter the stage of mass production or even profitability, which is still uncertain. For Xiaomi, R&D investment in the mobile phone business is still important. After all, this is Xiaomi's basic market. Seemingly sufficient cash reserves are two businesses and one cent, and lack of money is still the theme. As we all know, Xiaomi's own profitability is not strong. Because of the pursuit of cost performance, Xiaomi's net profit margin in 2020 is about 5.3%. Compared with other Internet companies, this level basically hovers at the bottom of the industry.</p><p>Xiaomi, which claims to be \"not short of money\", has many challenges in entering the car-making track in addition to its natural advantages in brand. The cost-effectiveness strategy is difficult to work in today's electric vehicle market. We cannot expect Xiaomi to build a model that can overwhelm Hongguang MINI EV in terms of cost-effectiveness.</p><p>At the beginning of June, Wang Chuanfu, chairman of BYD, once \"shouted\" Lei Jun, saying, \"5 billion is nothing to Lei, and 100 billion is nothing. The key is to waste your three years. How much are these three years worth?\" After that, Wang Chuanfu explained that this sentence is not to persuade Lei Jun not to build a car, but to hope to have deeper cooperation with Xiaomi in the field of car manufacturing. The implication is that BYD is the most \"right-to-right\" in Xiaomi's car manufacturing.</p><p>According to Lei Jun's plan, Xiaomi's first car will be launched in about three years. So whether it is the accumulation of manufacturing experience or the limitation of product launch time, the self-built factory model that needs to start from scratch is not suitable for Xiaomi, so the OEM model that does not require high manufacturing experience and can be quickly mass-produced is almost the only choice for Xiaomi to build cars.</p><p>He XPeng predicts that in the next 5 to 10 years, the number of global car manufacturers will be reduced to 10 main car companies. Xiaomi, which has spent three months and is still in the recruitment stage, is it anxious?</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120042334","content_text":"花了三个月时间还处于招人阶段的小米，着急了吗\n\n自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”，在互联网上轰动至今。在不到三个月的时间里，小米雷厉风行，不仅先后注册小米汽车、米车、米汽等商标，而且先后抢下对纵目科技、禾赛科技两家自动驾驶厂商的投资，甚至还与比亚迪、长城汽车传出结亲“绯闻”。\n与华为、百度、滴滴等其他主要以自动驾驶作为汽车业务核心的公司相比，小米一入局，便明确表示要自己造整车，要打造自己的智能电动汽车品牌。但是客观评价，小米在技术和经验方面无论是与其它先行进入造车领域的互联网科技巨头，或是造车新势力甚至是传统主机厂，还有着较大差距。\n分析人士认为，未来造车的核心在于自动驾驶，而据资料显示，小米目前申请的专利，主要集中在智能座舱上，在自动驾驶领域上的布局几乎空白，相比起百度、华为等，相关专利数量上均处于下风。在智能电动车领域本来就准备不足，特别是自有核心技术明显匮乏的情况下，小米追赶智能电动车新风口，仅靠10年100亿美元是肯定不行的。招兵买马，是小米必然、也是必须的手段。\n而近日以来，小米在官网发布了多个自动驾驶类岗位，并标注“急”，再次引发了外界热议——3个月过去了，小米造车的方向确定了吗？\n01 小米造车，先要招到人\n据小米招聘官网显示，当前正在招聘自动驾驶领域人才，包括数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开发、嵌入式软件、控制、感知、预测、高精地图、仿真平台、传感器、算法优化、高级惯用算法、超神波雷达算法、激光点云算法、预测、定位等20个岗位。同时，值得注意的是，上述招聘岗位的工作地址均显示为“北京市海淀区\"，且每项招聘岗位信息前均标注了“急”字。对此，业界认为，“小米造车研发中心总部或将落户北京\"。\n\n△小米招聘\n从此次招聘信息来看，再结合先前小米投资了纵目科技、禾赛科技两家激光雷达厂商的举动，小米汽车或将从毫米波雷达、激光雷达以及摄像头等多种传感器融合的路线作为切入点。\n业内人士表示，目前小米只是确定了要造车，但是关于具体的产品定位、技术路线、建工厂等问题，从发布会后的3个月时间里业内再也没有明确消息。4月23日，小米集团总裁王翔也在一场论坛中表示，“造车还没有正式开始，提前宣布是想获得更好的全球资源，共同开拓小米汽车”。\n纵观小米内部，目前似乎也没有一位专业汽车领域出身的高层——目前小米汽车由雷军带队、首席战略官王川负责。换句话说，以智能手机、AIoT物联网等移动终端为核心的小米，在造车人才储备上恐怕是比较匮乏的，或许也正是小米近日紧急招聘自动驾驶领域人才的重要原因之一。\n事实上，人才资源不足的现状还反映在小米专利储备上，小米专利储备当前远远落后于其他科技巨头。根据零壹智库统计，截至2021年一季度，国内有8275家公司参与了自动驾驶专利申请，包括授权专利14018件在内，专利合计40682件。其中，专利申请数量最多的3家公司分别是百度（2009件）、华为（1332件）和大疆（705件）。相比之下，根据企查查知识产权信息显示，截至2021年3月29日，小米专利摘要包括“发动机、导航、车、驾驶、雷达、行驶\"等涉及汽车方面的专利总计有211项，主要集中在网联交互、车身控制、充能补能方面的布局。\n更进一步来看，以小米一件名为“车辆速度控制方法及装置”的专利为例，该专利可通过获取车辆所处的地理位置，并根据所在地的限速信息，可以控制该车辆的行驶速度不超过该限行速度。而百度一件名为“用于自动驾驶车辆的控制方法及装置”的专利，可以结合与前车之间的距离，综合判断限速、巡航速度、系统限速等多个维度，自主保持车辆平稳行驶。简单对比两者专利在阐述实际情况的考量维度，可以清晰地感知到，自动驾驶对目前的小米来说其实是个短板。小米需要加大投资或广招人才，从而在技术上加紧追赶。\n然而，随着入局汽车赛道的玩家日益增多，竞争也变得愈发激烈。在经济观察报的一篇报道中，在新造车企业中，汽车圈里计划去滴滴的人最多，互动数量最高；其次是理想汽车，第三名是百度和吉利合作的集度汽车，第四名才是小米汽车。\n在多位汽车从业人员的描述中，小米造车至今表现出的不确定性是阻碍他们考虑跳槽小米的首要原因，“毕竟现在也不知道小米会以什么样的形式去做它的第一款车，是从0开始，还是合作代工都不确定”。\n\n△胡峥楠回应\n此前有媒体爆料，小米汽车曾开出上亿天价“挖角”吉利汽车研究院院长胡峥楠，但随后胡峥楠在朋友圈进行了辟谣。\n招人难只是小米造车道路遇到的第一道坎。小米和雷军本人可能也清晰地认识到跨界造车的难度，在宣布造车时，雷军在微博上写道，“尽管小米在技术上越来越成功，但在硬件工业算是初步入门。如今要迈入软硬件结合难度最高的汽车行业，需要无畏的勇气、坚定的勇气、更多的知识。这意味着在这个赛道里，过去的一切积累将清零”。\n在国内，不仅传统车企正在努力朝着智能电动化方向转型，各类新势力造车企业也争相加入进来，动作频频。伴随着的是行业竞争进入白热化阶段。摩根大通预计，未来一到两年的时间里，中国新能源车市场上将会有更多玩家，智能电动汽车市场的竞争将类似于中国电池市场的竞争。过去十年来，电池供应商数量大幅下降，从近200家下降到如今不到30~40家。在那些从行业竞争和整合中幸存下来的企业中，只有5~10家是最好的。而电动汽车市场也将面临这一问题。不要觉得中国电动车市场当前如何活跃，等到最后，也只有少数实力强大的公司可以活得很好。\n02 小米造车，有钱也不能任性\n方正证券在今年2月发布研究报告——《手机厂商为何要造车？消费电子到智能汽车的背后逻辑》。该报告认为，手机巨头之所以纷纷涉足智能电动车市场，主要是因为，以人为基础的To C消费互联网格局已定，以企业为基础的To B产业互联网格局也已定，而只有以物为基础的To T物联网（AIoT）正处于早期。于是，手机互联网巨头当前只能基于To T去做两种努力：一是可以将所有长尾家电设备AIoT物联网化，小米和苹果已经布局多年。二是进入到单品市场空间最大的汽车市场（远远大于手机市场），用数字化改造整个汽车行业，这也是唯一的跨越式成长之路。\n不难发现的是，包括苹果、华为等巨头在智能手机见顶后，都是布局了IoT智能硬件，但家电设备、可穿戴设备市场规模其实说来相当有限，肯定是支撑不起巨头增长体量；汽车市场就要大太多太多，未来大幅增长的机会当然是汽车。\n小米自2010年成立以来，一直以“为发烧者而生”为口号，其实换个解释就是小米打动市场的根本在于“薄利多销”，也就是性价比；你会发现无论是小米旗下的哪款产品，它不一定是最优秀的，但是一定是在相同价位中性价比最高的之一。\n高配低价的产品，其销量绝对不会差，再加上相对保守的产能，就能保证极低的库存量。小米虽然牺牲了短期的盈利能力，但是能够换取极佳的资金流动性、可持续发展的空间。\n\n△小米手机\n低利润策略能够换取需求增加的确在大多数时候是真理，但是这真理需要一个前提，即该产品的市场还有巨大潜力，否则就算再便宜，一方面需求增加的天花板触手可及，另一方面可能进入恶性竞争阶段。\n恰恰，小米目前所在的智能手机行业已经开始遭遇瓶颈了。全球智能手机市场在近两年增长基本陷入停滞。IDC此前预测，全球智能手机市场出货金额从2020年至2023年的年均复合增长率仅为4.31%。\n这种背景下，小米造车势在必行。雷军曾表态，小米造车最大的底气，是“亏得起”，对造车业务的首期投资为100亿元人民币，预计未来10年的投资额为100亿美元。根据小米2020年报，截至2020年12月31日，小米拥有的现金资源总额超过1000亿元。这意味着，按照现在的汇率，造车将要占据小米目前的1000亿现金资源的近65%。\n不过，造车说起来容易，但真的想把一辆车批量化的、保证质量的生产出来却也并非易事。小米擅长的领域是软件开发、生态搭建，而整车生产制造是小米从未碰触过的领域。怎么协调几百家供应商、管理几千个零部件的质量，以及一系列复杂严苛的测试流程，这是汽车制造必须解决的问题。\n同时，即便投入100亿美元，小米造车就一定能进入量产甚至盈利阶段，目前尚无法确定。而对于小米而言，手机业务的研发投入也依然重要，毕竟这是小米的基本盘。看似充足的现金储备两块业务一分，缺钱依然是主题，而众所周知，小米本身的盈利能力并不强，因为追求性价比，小米在2020年的净利润率约为5.3%。相比较于其他互联网企业，这个水平基本徘徊于行业底部。\n自称“不差钱”的小米除开在品牌上有着天然优势之外，进入造车赛道挑战颇多。性价比策略放到如今的电动车市场上，很难奏效了，我们不能奢望小米可以造出来一辆在性价比上可以压倒宏光MINI EV的车型。\n6月初，比亚迪董事长王传福曾“喊话”雷军称，“50亿对雷总不算啥，1000亿也不是事，关键是浪费你三年时间，这三年时间值多少钱？”之后，王传福解释道，这句话不是劝雷军不要造车，而是希望和小米在造车领域有更深入的合作，言外之意，比亚迪是小米造车最“门当户对”的一个，别自己建工厂了，我可以给你代工。\n按照雷军的计划，小米首款汽车将会在三年后左右推出。那么无论是制造经验的积累程度上，还是从产品上市时间的限制方面，需要从零做起的自建工厂模式并不适合小米，所以对制造经验要求不高、能够快速量产落地的代工模式几乎是小米造车唯一的选择。\n何小鹏预测，未来5~10年全球造车企业会缩减到10家主体汽车企业。花了三个月时间还处于招人阶段的小米，着急了吗？","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963704055,"gmtCreate":1668748091877,"gmtModify":1676538107524,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GME\">$游戏驿站(GME)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a 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data-views=\"0\"></v-v>","text":"$AMC院线(AMC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985552159","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914531845,"gmtCreate":1665305467088,"gmtModify":1676537585863,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GME\">$游戏驿站(GME)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GME\">$游戏驿站(GME)$</a><v-v data-views=\"1\"></v-v>","text":"$游戏驿站(GME)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914531845","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931617966,"gmtCreate":1662446689056,"gmtModify":1676537062123,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931617966","repostId":"2265055242","repostType":4,"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933415565,"gmtCreate":1662337110957,"gmtModify":1676537038125,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933415565","repostId":"1184803528","repostType":4,"repost":{"id":"1184803528","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":1661821638,"share":"https://ttm.financial/m/news/1184803528?lang=en_US&edition=fundamental","pubTime":"2022-08-30 09:07","market":"us","language":"zh","title":"Reminder: Due to Labor Day, U.S. stocks will be closed for one day on September 5","url":"https://stock-news.laohu8.com/highlight/detail?id=1184803528","media":"老虎资讯综合","summary":"9月5日（周一）为美国劳动节，美股将休市一天，9月6日（周二）起美股正常开市；港股、A股、澳股、新加坡股市照常交易；请留意股市休市时间，并提前安排好您的投资计划。背景简介：美国劳动节，每年9月第一个星","content":"<p><html><head></head><body>September 5 (Monday) is Labor Day in the United States, and the U.S. stock market will be closed for one day. The U.S. stock market will open normally from September 6 (Tuesday); Hong Kong stocks, A-shares, Australian stocks and Singapore stock markets trade as usual; Please keep an eye on the stock market closing hours and schedule your investment plans in advance.</p><p><img src=\"https://static.tigerbbs.com/ecbbf4bba8a4576d7395f91bb622d21c\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p><b>Background brief:</b></p><p>Labor Day in the United States is the first Monday of September every year, with a holiday for one day. In 1882, Peter McGuire, president of the American Woodworkers Brotherhood, first proposed the establishment of a Labor Day. In the same year, the Knights of Labor of the United States adopted the same decision and held a celebration of * in new york. In 1884, the Knights of Labor further decided to hold celebrations such as * every Labor Day.</p><p><img src=\"https://static.tigerbbs.com/ccb7710be83893b9a5e6c35efd9e1809\" tg-width=\"1920\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: Due to Labor Day, U.S. stocks will be closed for one day on September 5</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Due to Labor Day, U.S. stocks will be closed for one day on September 5\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-30 09:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>September 5 (Monday) is Labor Day in the United States, and the U.S. stock market will be closed for one day. The U.S. stock market will open normally from September 6 (Tuesday); Hong Kong stocks, A-shares, Australian stocks and Singapore stock markets trade as usual; Please keep an eye on the stock market closing hours and schedule your investment plans in advance.</p><p><img src=\"https://static.tigerbbs.com/ecbbf4bba8a4576d7395f91bb622d21c\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p><b>Background brief:</b></p><p>Labor Day in the United States is the first Monday of September every year, with a holiday for one day. In 1882, Peter McGuire, president of the American Woodworkers Brotherhood, first proposed the establishment of a Labor Day. In the same year, the Knights of Labor of the United States adopted the same decision and held a celebration of * in new york. In 1884, the Knights of Labor further decided to hold celebrations such as * every Labor Day.</p><p><img src=\"https://static.tigerbbs.com/ccb7710be83893b9a5e6c35efd9e1809\" tg-width=\"1920\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccb7710be83893b9a5e6c35efd9e1809","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184803528","content_text":"9月5日（周一）为美国劳动节，美股将休市一天，9月6日（周二）起美股正常开市；港股、A股、澳股、新加坡股市照常交易；请留意股市休市时间，并提前安排好您的投资计划。背景简介：美国劳动节，每年9月第一个星期一，放假1天。在1882年，美国木工兄弟会主席彼得.麦奎尔首先提出设立一个劳动节。同年，美国劳动骑士团也通过同样的决定，并在纽约举行了庆祝游行。1884年，劳动骑士团进一步决定，每年劳动节都要举行游行等庆祝活动。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992007045,"gmtCreate":1661222156289,"gmtModify":1676536477993,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992007045","repostId":"1100841350","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991105208,"gmtCreate":1660785582805,"gmtModify":1676536399169,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991105208","repostId":"2260874152","repostType":4,"repost":{"id":"2260874152","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":1660784410,"share":"https://ttm.financial/m/news/2260874152?lang=en_US&edition=fundamental","pubTime":"2022-08-18 09:00","market":"sh","language":"zh","title":"Russian Urals crude jumps as refiners rush to buy ahead of EU embargo","url":"https://stock-news.laohu8.com/highlight/detail?id=2260874152","media":"Reuters","summary":"路透伦敦8月17日 - 了解交易情况的三位交易员本周表示，由于炼油商在欧盟禁运前抢购最后一批原油，俄罗斯主要原油品种乌拉尔原油在欧洲报价创3月初以来高位。根据2022年2月之前达成的长期交易，乌拉尔石油仍在流向欧洲炼油商。俄罗斯油价也分两级，俄罗斯国企Rosneft的原油价格低于私营公司油价。以8月迄今的平均水平计算，俄罗斯原油每桶价格为78美元左右。","content":"<p><html><head></head><body>LONDON, Aug 17 (Reuters)-Urals crude, Russia's main crude variety, was quoted at a high level in Europe since early March as refiners snapped up last shipments of crude ahead of an EU embargo, three traders briefed on trading said this week.</p><p>Urals oil is still flowing to European refiners under long-term deals struck before February 2022. Starting in early December, EU companies will no longer be able to buy Russian seaborne crude oil, and the Group of Seven is also studying setting a cap on Russian oil prices.</p><p>The most recent September loaded Urals crude oil price for delivery in Rotterdam was $22-25 per barrel lower than the benchmark spot Brent crude oil price and $7-10 higher than previous estimates, three traders said.</p><p>The delivery price of crude oil in the Mediterranean region has risen to $18 below the Brent benchmark oil price.</p><p>Russian oil prices are also divided into two levels. The crude oil price of Russian state-owned enterprise Rosneft is lower than that of private companies.</p><p>One of the traders said: \"With winter approaching and an EU oil embargo looming, we have a month, two months at most, to trade Russian commodities and then the risk is too great.\"</p><p>While the discount has narrowed, Russian crude oil prices will be lower than before as oil futures themselves have slipped to more than $90 a barrel. In June, Brent crude oil futures averaged US $115 per barrel, and spot Brent crude oil was about US $121. After taking into account the largest discount, the price of Russian crude oil per barrel was US $86.</p><p>At the average level so far in August, the price of Russian crude oil is around $78 a barrel. However, on a pro-rata basis, relative to other producers, while oil prices fell by about $25 per barrel, Russian crude prices only fell by $8.</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>Russian Urals crude jumps as refiners rush to buy ahead of EU embargo</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\">\nRussian Urals crude jumps as refiners rush to buy ahead of EU embargo\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\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 smaller\">2022-08-18 09:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>LONDON, Aug 17 (Reuters)-Urals crude, Russia's main crude variety, was quoted at a high level in Europe since early March as refiners snapped up last shipments of crude ahead of an EU embargo, three traders briefed on trading said this week.</p><p>Urals oil is still flowing to European refiners under long-term deals struck before February 2022. Starting in early December, EU companies will no longer be able to buy Russian seaborne crude oil, and the Group of Seven is also studying setting a cap on Russian oil prices.</p><p>The most recent September loaded Urals crude oil price for delivery in Rotterdam was $22-25 per barrel lower than the benchmark spot Brent crude oil price and $7-10 higher than previous estimates, three traders said.</p><p>The delivery price of crude oil in the Mediterranean region has risen to $18 below the Brent benchmark oil price.</p><p>Russian oil prices are also divided into two levels. The crude oil price of Russian state-owned enterprise Rosneft is lower than that of private companies.</p><p>One of the traders said: \"With winter approaching and an EU oil embargo looming, we have a month, two months at most, to trade Russian commodities and then the risk is too great.\"</p><p>While the discount has narrowed, Russian crude oil prices will be lower than before as oil futures themselves have slipped to more than $90 a barrel. In June, Brent crude oil futures averaged US $115 per barrel, and spot Brent crude oil was about US $121. After taking into account the largest discount, the price of Russian crude oil per barrel was US $86.</p><p>At the average level so far in August, the price of Russian crude oil is around $78 a barrel. However, on a pro-rata basis, relative to other producers, while oil prices fell by about $25 per barrel, Russian crude prices only fell by $8.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{"DUG":"二倍做空石油与天然气ETF(ProShares)","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","DDG":"ProShares做空石油与天然气ETF","DWT":"三倍做空原油ETN","SCO":"二倍做空彭博原油指数ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260874152","content_text":"路透伦敦8月17日 - 了解交易情况的三位交易员本周表示，由于炼油商在欧盟禁运前抢购最后一批原油，俄罗斯主要原油品种乌拉尔原油在欧洲报价创3月初以来高位。根据2022年2月之前达成的长期交易，乌拉尔石油仍在流向欧洲炼油商。从12月初开始，欧盟企业将不能再购买俄罗斯的海运原油，而七国集团也在研究为俄罗斯油价设立上限。三位交易员说，最近9月装载的乌拉尔原油鹿特丹交货价格比指标即期布兰特原油价格每桶低22-25美元，比之前的估计高出7-10美元。   地中海地区的原油交货价格已升至比布兰特指标油价低18美元。俄罗斯油价也分两级，俄罗斯国企Rosneft的原油价格低于私营公司油价。其中一位交易员说：“随着冬季临近，欧盟石油禁运迫在眉睫，我们有一个月、最多两个月的时间来交易俄罗斯商品，然后风险太大了。”虽然折价已经缩小，但由于石油期货本身已经滑落到每桶90多美元，俄罗斯原油价格将比之前下降。6月时布兰特原油期货平均每桶115美元，即期布兰特原油约为121美元，把最大幅度的折让考虑进来后，俄罗斯原油每桶价格为86美元。以8月迄今的平均水平计算，俄罗斯原油每桶价格为78美元左右。 然而，按比例计算，相对于其他生产国而言，虽然油价每桶下降了约25美元，但俄罗斯原油价格只下降了8美元。","news_type":1,"symbols_score_info":{"BZmain":0.6,"USO":0.6,"CLmain":0.9,"DUG":0.6,"DDG":0.6,"QMmain":0.9,"SCO":0.6,"DWT":0.6,"UCO":0.6}},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999603584,"gmtCreate":1660522214551,"gmtModify":1676533484068,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999603584","repostId":"1100490079","repostType":4,"repost":{"id":"1100490079","kind":"news","pubTimestamp":1660520802,"share":"https://ttm.financial/m/news/1100490079?lang=en_US&edition=fundamental","pubTime":"2022-08-15 07:46","market":"hk","language":"zh","title":"The United States attacks the \"mother of chips\"! How does EDA software affect the entire semiconductor industry?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100490079","media":"华尔街见闻","summary":"没有EDA软件的配合，突破架构、制程限制难度更大。","content":"<p><html><head></head><body>Without the cooperation of EDA software, it is more difficult to break through the limitations of architecture and manufacturing process. According to the Financial Associated Press, the U.S. Department of Commerce issued an interim final regulation on Friday that is necessary for designing GAAFET (full-gate field effect transistor) structure integrated circuits<b>ECAD Software</b>；<b>Diamond</b>And<b>Gallium oxide</b>Represented by ultra-wide bandgap semiconductor materials; Gas turbine engines<b>Pressure gain combustion (PGC)</b>Implement new export controls on four technologies.</p><p>It is reported that GAAFET transistor technology is a more advanced technology than FinFET transistors. FinFET technology can achieve up to 3nm, while GAAFET can achieve 2nm. Gallium oxide (Ga2O3) and diamond are the fourth generation semiconductor materials that have attracted widespread attention.</p><p>How impactful are EDA software restrictions? As strong as<a href=\"https://laohu8.com/S/SMSN\">Samsung</a>, its 3nm GAA architecture process technology, which just broke through in June, was also completed with the full assistance of EDA software such as ANSYS, Synopsys, and Cadence.<b>Without the cooperation of EDA software, it is more difficult to break through the limitations of architecture and manufacturing process.</b></p><p><b>U.S. imposes new export controls on four technologies including EDA tools</b></p><p>According to the Financial Associated Press, on Friday local time, the Bureau of Industry and Security (BIS) of the U.S. Department of Commerce disclosed in the Federal Register an interim final decision to increase export restrictions, involving<a href=\"https://laohu8.com/S/03355\">Advanced Semiconductors</a>, turbine engines and other fields.<img src=\"https://static.tigerbbs.com/cc07377c843b61e710189e525967bb09\" tg-width=\"965\" tg-height=\"971\" referrerpolicy=\"no-referrer\"/>According to the communique, the U.S. Bureau of Industry and Security decided to simultaneously revise the \"Department of Commerce Control List\" (CCL) and the \"Export Administration Regulations\" (EAR) to implement controls on four technologies.</p><p>Alan Estevez, deputy secretary of industry and security of the U.S. Department of Commerce, said that technological advances that enable technologies such as semiconductors and engines to operate faster, more efficiently, for longer, and under harsher conditions may \"change the rules of the game\" in commercial and military environments.</p><p>It is reported that the technologies that have been upgraded to export control this time include:</p><p><b>Wide bandgap semiconductor materials gallium oxide (Ga2O3) and diamond:</b>Gallium nitride and silicon carbide are the main materials used to produce complex microwave and millimeter wave devices, or high-power semiconductor devices. Gallium oxide and diamond have the potential to make more complex equipment while withstanding higher voltages or temperatures.</p><p><b>EDA software for developing GAAFET (full-gate field effect transistor) integrated circuits:</b>Electronic computer aided software (EDA/ECAD) for designing, analyzing, optimizing, and verifying the performance of integrated circuits or printed circuit boards. As the successor of FinFET, GAAFET (full-gate field effect transistor) is regarded as a key technology for mass production of 3nm and below processes. BIS is also seeking public comment to decide which specific features of ECAD are particularly suitable for designing GAAFET circuits to ensure that the U.S. government can effectively implement this control.</p><p><b>Pressure Gain Combustion Technology (PGC):</b>This technology has the potential to improve the efficiency of gas turbine engines by more than 10%, potentially affecting aerospace, rocket and hypersonic missile systems. PGC technology utilizes a variety of physical phenomena, including resonant pulse combustion, constant volume combustion, and knocking, resulting in an effective pressure rise across the burner while the same amount of combustion is consumed. BIS is currently unable to confirm that any engines in production use this technology, but there is already a lot of research pointing to potential production.</p><p><b>How important is EDA, the \"mother of chips\"?</b></p><p>According to Tianfeng International Research Report, EDA is Electronic Design Automation and is known as the \"mother of chips\".</p><p><b>If chip manufacturing is compared to building a building, IC design is the design drawing of the building, and EDA software is the design tool for this drawing.</b>It's just that EDA software is N orders of magnitude more complex than architectural design software.</p><p>Using EDA tools, electronic designers can design electronic systems from concepts, algorithms, protocols, etc., and can automatically process the whole process of electronic products from circuit design, performance analysis to designing IC layout or PCB layout on the computer. And it is one of the strategic basic pillars running through the entire integrated circuit industry chain. EDA technology can be widely used in electronics, communication, aerospace, machinery and other fields.</p><p>So in general, EDA is a \"small but sophisticated\" link in the integrated circuit industry, with a small output value but extremely important. According to data from CCID Think Tank, the global EDA market size increased from US $6.22 billion to US $7.23 billion from 2018 to 2020, with a compound annual growth rate of 7.81%. Compared with the hundreds of billions of dollars of integrated circuit industry, it is not worth mentioning, but without this product, all chip design companies around the world will have to shut down.</p><p>The first echelon: The current market concentration of the EDA industry is relatively high, and it is nearly 80% monopolized by the three major international EDA giants:<b>Synopsys (<a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>Cadence (<a href=\"https://laohu8.com/S/CDNS\">Kengteng Electronics</a>Mentor Graphics ( Mingdao International)</b>(Acquired by Germany's Siemens in 2016).</p><p>The three EDA giants hold absolute dominance. Their products account for 85% of the domestic market share, and each has its own characteristics in products, and their IP focus and advantages are quite different. Therefore, many first-tier chip design manufacturers use different EDA IPs from two or three of them at the same time to design chips.</p><p>The second echelon:<b>ANSYS, Silvaco, Aldec Inc,<a href=\"https://laohu8.com/S/301269\">BGI Jiutian</a></b>Enterprises represented by, etc. This type of enterprise has the whole process in specific fields, and the technology is relatively advanced in some fields.</p><p>The third echelon:<b><a href=\"https://laohu8.com/S/ALU.AU\">Altium</a>Concept Engineering, Introduction to electronics,<a href=\"https://laohu8.com/S/301095\">Guangliwei</a>, Silxin, DownStream Technologies</b>Enterprises represented by, etc. The layout of such enterprises in EDA is mainly based on point tools, and there is a lack of full-process products in specific fields of EDA.</p><p><b>EDA localization has a long way to go</b></p><p>According to the Kaiyuan Securities research report, benefiting from the policy support of integrated circuit localization, the EDA localization rate increased from 6.24% in 2018 to 11.48% in 2020.</p><p>According to China Electronics News, recently, BGI Jiutian,<a href=\"https://laohu8.com/S/688206\">Guilun Electronics</a>The two EDA companies landed in the A-share market and achieved excellent performance with a surge on the first day. This is in clear contrast to the situation that some semiconductor companies broke their shares immediately after listing in the previous period, showing that the capital market is optimistic about the EDA industry. With the support of new technologies and applications such as artificial intelligence and 3D packaging, new growth space for the EDA industry is being opened up.</p><p>On July 29, BGI, the leader of domestic EDA, officially landed on the GEM in Jiutian, with an increase of 126% on the first day of listing, and its market value exceeded 40 billion yuan in one fell swoop. The issuance P/E of 333 times also broke the historical record of the GEM. Guangliwei landed on the Growth Enterprise Market on August 5, closing up 156% from the issue price. On the same day, Gailun Electronics rose 12.86%.</p><p>EDA's stock market performance showed upward resilience against the trend.<a href=\"https://laohu8.com/S/002926\">West China Securities</a>The research report pointed out that EDA tools are essential tools for integrated circuit design, manufacturing, packaging, testing and other work, and need to be constantly updated. The industry's awareness of the urgency and necessity of the development of my country's EDA industry has increased significantly.</p><p>However, a new problem-that is, the small and fragmented problem of the domestic EDA industry has also emerged.</p><p>In a previous interview, Lin Kaipeng, senior vice president of Guowei Silxin, pointed out that the current domestic EDA industry is in the early competitive stage of industry development. Some companies may have certain advantages in individual tools or some subdivisions, but their shortcomings are products. Comprehensive enough, no one can cover the entire EDA industry chain. Difficulty in providing full-process products is the main problem of domestic EDA companies.</p><p>In view of this situation, the core<a href=\"https://laohu8.com/S/01673\">Huazhang Technology</a>Yang Ye, director of product and business planning, believes: \"In the early stage of development, domestic industries should pay more attention to advocating 'openness' and strengthening coordination among enterprises. The purpose is to strengthen the synergy between tools, build a more complete industry ecology and improve the efficiency of chip verification.<b>Domestic EDA companies should not be greedy for more and seek perfection in the early stage, but should concentrate on doing what they are best at and jointly build an open and prosperous ecosystem.</b>”</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The United States attacks the \"mother of chips\"! How does EDA software affect the entire semiconductor industry?</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 United States attacks the \"mother of chips\"! How does EDA software affect the entire semiconductor industry?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-08-15 07:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Without the cooperation of EDA software, it is more difficult to break through the limitations of architecture and manufacturing process. According to the Financial Associated Press, the U.S. Department of Commerce issued an interim final regulation on Friday that is necessary for designing GAAFET (full-gate field effect transistor) structure integrated circuits<b>ECAD Software</b>；<b>Diamond</b>And<b>Gallium oxide</b>Represented by ultra-wide bandgap semiconductor materials; Gas turbine engines<b>Pressure gain combustion (PGC)</b>Implement new export controls on four technologies.</p><p>It is reported that GAAFET transistor technology is a more advanced technology than FinFET transistors. FinFET technology can achieve up to 3nm, while GAAFET can achieve 2nm. Gallium oxide (Ga2O3) and diamond are the fourth generation semiconductor materials that have attracted widespread attention.</p><p>How impactful are EDA software restrictions? As strong as<a href=\"https://laohu8.com/S/SMSN\">Samsung</a>, its 3nm GAA architecture process technology, which just broke through in June, was also completed with the full assistance of EDA software such as ANSYS, Synopsys, and Cadence.<b>Without the cooperation of EDA software, it is more difficult to break through the limitations of architecture and manufacturing process.</b></p><p><b>U.S. imposes new export controls on four technologies including EDA tools</b></p><p>According to the Financial Associated Press, on Friday local time, the Bureau of Industry and Security (BIS) of the U.S. Department of Commerce disclosed in the Federal Register an interim final decision to increase export restrictions, involving<a href=\"https://laohu8.com/S/03355\">Advanced Semiconductors</a>, turbine engines and other fields.<img src=\"https://static.tigerbbs.com/cc07377c843b61e710189e525967bb09\" tg-width=\"965\" tg-height=\"971\" referrerpolicy=\"no-referrer\"/>According to the communique, the U.S. Bureau of Industry and Security decided to simultaneously revise the \"Department of Commerce Control List\" (CCL) and the \"Export Administration Regulations\" (EAR) to implement controls on four technologies.</p><p>Alan Estevez, deputy secretary of industry and security of the U.S. Department of Commerce, said that technological advances that enable technologies such as semiconductors and engines to operate faster, more efficiently, for longer, and under harsher conditions may \"change the rules of the game\" in commercial and military environments.</p><p>It is reported that the technologies that have been upgraded to export control this time include:</p><p><b>Wide bandgap semiconductor materials gallium oxide (Ga2O3) and diamond:</b>Gallium nitride and silicon carbide are the main materials used to produce complex microwave and millimeter wave devices, or high-power semiconductor devices. Gallium oxide and diamond have the potential to make more complex equipment while withstanding higher voltages or temperatures.</p><p><b>EDA software for developing GAAFET (full-gate field effect transistor) integrated circuits:</b>Electronic computer aided software (EDA/ECAD) for designing, analyzing, optimizing, and verifying the performance of integrated circuits or printed circuit boards. As the successor of FinFET, GAAFET (full-gate field effect transistor) is regarded as a key technology for mass production of 3nm and below processes. BIS is also seeking public comment to decide which specific features of ECAD are particularly suitable for designing GAAFET circuits to ensure that the U.S. government can effectively implement this control.</p><p><b>Pressure Gain Combustion Technology (PGC):</b>This technology has the potential to improve the efficiency of gas turbine engines by more than 10%, potentially affecting aerospace, rocket and hypersonic missile systems. PGC technology utilizes a variety of physical phenomena, including resonant pulse combustion, constant volume combustion, and knocking, resulting in an effective pressure rise across the burner while the same amount of combustion is consumed. BIS is currently unable to confirm that any engines in production use this technology, but there is already a lot of research pointing to potential production.</p><p><b>How important is EDA, the \"mother of chips\"?</b></p><p>According to Tianfeng International Research Report, EDA is Electronic Design Automation and is known as the \"mother of chips\".</p><p><b>If chip manufacturing is compared to building a building, IC design is the design drawing of the building, and EDA software is the design tool for this drawing.</b>It's just that EDA software is N orders of magnitude more complex than architectural design software.</p><p>Using EDA tools, electronic designers can design electronic systems from concepts, algorithms, protocols, etc., and can automatically process the whole process of electronic products from circuit design, performance analysis to designing IC layout or PCB layout on the computer. And it is one of the strategic basic pillars running through the entire integrated circuit industry chain. EDA technology can be widely used in electronics, communication, aerospace, machinery and other fields.</p><p>So in general, EDA is a \"small but sophisticated\" link in the integrated circuit industry, with a small output value but extremely important. According to data from CCID Think Tank, the global EDA market size increased from US $6.22 billion to US $7.23 billion from 2018 to 2020, with a compound annual growth rate of 7.81%. Compared with the hundreds of billions of dollars of integrated circuit industry, it is not worth mentioning, but without this product, all chip design companies around the world will have to shut down.</p><p>The first echelon: The current market concentration of the EDA industry is relatively high, and it is nearly 80% monopolized by the three major international EDA giants:<b>Synopsys (<a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>Cadence (<a href=\"https://laohu8.com/S/CDNS\">Kengteng Electronics</a>Mentor Graphics ( Mingdao International)</b>(Acquired by Germany's Siemens in 2016).</p><p>The three EDA giants hold absolute dominance. Their products account for 85% of the domestic market share, and each has its own characteristics in products, and their IP focus and advantages are quite different. Therefore, many first-tier chip design manufacturers use different EDA IPs from two or three of them at the same time to design chips.</p><p>The second echelon:<b>ANSYS, Silvaco, Aldec Inc,<a href=\"https://laohu8.com/S/301269\">BGI Jiutian</a></b>Enterprises represented by, etc. This type of enterprise has the whole process in specific fields, and the technology is relatively advanced in some fields.</p><p>The third echelon:<b><a href=\"https://laohu8.com/S/ALU.AU\">Altium</a>Concept Engineering, Introduction to electronics,<a href=\"https://laohu8.com/S/301095\">Guangliwei</a>, Silxin, DownStream Technologies</b>Enterprises represented by, etc. The layout of such enterprises in EDA is mainly based on point tools, and there is a lack of full-process products in specific fields of EDA.</p><p><b>EDA localization has a long way to go</b></p><p>According to the Kaiyuan Securities research report, benefiting from the policy support of integrated circuit localization, the EDA localization rate increased from 6.24% in 2018 to 11.48% in 2020.</p><p>According to China Electronics News, recently, BGI Jiutian,<a href=\"https://laohu8.com/S/688206\">Guilun Electronics</a>The two EDA companies landed in the A-share market and achieved excellent performance with a surge on the first day. This is in clear contrast to the situation that some semiconductor companies broke their shares immediately after listing in the previous period, showing that the capital market is optimistic about the EDA industry. With the support of new technologies and applications such as artificial intelligence and 3D packaging, new growth space for the EDA industry is being opened up.</p><p>On July 29, BGI, the leader of domestic EDA, officially landed on the GEM in Jiutian, with an increase of 126% on the first day of listing, and its market value exceeded 40 billion yuan in one fell swoop. The issuance P/E of 333 times also broke the historical record of the GEM. Guangliwei landed on the Growth Enterprise Market on August 5, closing up 156% from the issue price. On the same day, Gailun Electronics rose 12.86%.</p><p>EDA's stock market performance showed upward resilience against the trend.<a href=\"https://laohu8.com/S/002926\">West China Securities</a>The research report pointed out that EDA tools are essential tools for integrated circuit design, manufacturing, packaging, testing and other work, and need to be constantly updated. The industry's awareness of the urgency and necessity of the development of my country's EDA industry has increased significantly.</p><p>However, a new problem-that is, the small and fragmented problem of the domestic EDA industry has also emerged.</p><p>In a previous interview, Lin Kaipeng, senior vice president of Guowei Silxin, pointed out that the current domestic EDA industry is in the early competitive stage of industry development. Some companies may have certain advantages in individual tools or some subdivisions, but their shortcomings are products. Comprehensive enough, no one can cover the entire EDA industry chain. Difficulty in providing full-process products is the main problem of domestic EDA companies.</p><p>In view of this situation, the core<a href=\"https://laohu8.com/S/01673\">Huazhang Technology</a>Yang Ye, director of product and business planning, believes: \"In the early stage of development, domestic industries should pay more attention to advocating 'openness' and strengthening coordination among enterprises. The purpose is to strengthen the synergy between tools, build a more complete industry ecology and improve the efficiency of chip verification.<b>Domestic EDA companies should not be greedy for more and seek perfection in the early stage, but should concentrate on doing what they are best at and jointly build an open and prosperous ecosystem.</b>”</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3667638\">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/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159813":"芯片"},"source_url":"https://wallstreetcn.com/articles/3667638","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1100490079","content_text":"没有EDA软件的配合，突破架构、制程限制难度更大。据财联社报道，美国商务部周五发布一项临时最终规定，对设计GAAFET（全栅场效应晶体管）结构集成电路所必须的ECAD软件；金刚石和氧化镓为代表的超宽禁带半导体材料；燃气涡轮发动机使用的压力增益燃烧(PGC)等四项技术实施新的出口管制。据悉，GAAFET晶体管技术是相对于FinFET晶体管更先进的技术，FinFET技术最多能做到3nm，而GAAFET可以实现2nm。氧化镓(Ga2O3）、金刚石则是被普遍关注的第四代半导体材料。EDA软件限制的影响力有多大？强如三星，其6月刚刚突破的3nm GAA架构制程技术，也是在ANSYS、Synopsys、Cadence等EDA软件的全力协助下完成的。没有EDA软件的配合，突破架构、制程限制难度更大。美国对EDA工具等四项技术实行新出口管制据财联社报道，当地时间周五，美国商务部工业与安全局（BIS）在联邦公报上披露了一项出口限制加码的临时最终决定，涉及先进半导体、涡轮发动机等领域。根据公报，美国工业与安全局决定对《商务部管制清单》（CCL）和《出口管理条例》（EAR）同步实施修订，对四项技术实施管制。美国商务部主管工业与安全的副部长Alan Estevez介绍称，使半导体和发动机等技术能够更快、更高效、更长时间，以及在更恶劣条件下运行的科技进步，可能会在商业和军事环境中“改变游戏规则”。据悉，此次被升级出口管制的技术包括：宽禁带半导体材料氧化镓（Ga2O3）和金刚石：氮化镓和碳化硅是生产复杂的微波、毫米波设备，或大功率半导体器件的主要材料。而氧化镓和金刚石有潜力能制造出更加复杂的设备，同时能耐受更高的电压或温度。开发GAAFET（全栅场效应晶体管）结构集成电路的EDA软件：电子计算机辅助软件（EDA/ECAD），用于设计、分析、优化和验证集成电路或印刷电路板的性能。作为FinFET的继任者，GAAFET（全栅场效应晶体管）被视为量产3nm及以下工艺制程的关键技术。BIS也在征求公众意见，以决定哪些ECAD的具体功能特别适用于设计GAAFET电路，以确保美国政府能够有效实施这项管制。压力增益燃烧技术（PGC）：这项技术有潜力能提高燃气涡轮发动机10%以上效率，潜在影响航空航天、火箭和超高音速导弹系统。PGC技术利用多种物理现象，包括共振脉冲燃烧、定容燃烧和爆震，导致穿过燃烧器的有效压力上升，而消耗的燃烧量相同。BIS目前无法确认任何正在生产中的引擎使用了这项技术，但目前已经有大量研究指向潜在生产。“芯片之母”EDA有多重要？据天风国际研报，EDA即Electronic Design Automation（电子设计自动化)，被誉为“芯片之母”。如果把芯片制造比作建造一座大厦的话，IC设计就是大厦的设计图纸，EDA软件就是这张图纸的设计工具，只不过EDA软件比建筑设计软件的复杂度要高出N个数量级。利用EDA工具，电子设计师可以从概念、算法、协议等开始设计电子系统，并可以将电子产品从电路设计、性能分析到设计出IC版图或PCB版图的整个过程，在计算机上自动处理完成。并且是贯穿整个集成电路产业链的战略基础支柱之一。EDA技术可以广泛应用于电子、通信、航空航天、机械等多个领域。所以总的来说，EDA是集成电路产业领域内 “小而精”的环节，产值较小但又极其重要。据赛迪智库数据显示：2018-2020年全球EDA市场规模由62.2亿美元增长至72.3亿美元，年复合增长率达到7.81%。相对于几千亿美金的集成电路产业来说不值一提，但如果缺少了这个产品，全球所有的芯片设计公司都得停摆。第一梯队：当下EDA行业市场集中度较高，被国际三大EDA巨头所垄断近八成：Synopsys(新思科技)、Cadence(铿腾电子)、Mentor Graphics(明导国际)(2016年被德国西门子收购)。EDA三巨头掌握着绝对的主导权，旗下产品在国内的市场占有率达到85%，并且在产品上各有特色，各自的IP侧重点和优势都有较大的差别。因此，不少一线的芯片设计厂商都有同时使用其中两三家厂商的不同EDA IP来设计芯片。第二梯队：ANSYS、Silvaco、Aldec Inc、华大九天等为代表的企业。该类企业拥有特定领域全流程，在局部领域技术较为领先。第三梯队：Altium、Concept Engineering、概论电子、广立微、思尔芯、DownStream Technologies等为代表的企业。该类企业在EDA上的布局主要以点工具为主，缺少EDA特定领域全流程产品。EDA国产化任重道远据开源证券研报，受益集成电路国产化政策支持，EDA国产化率从2018年的6.24%提升至2020年的11.48%。据中国电子报，近期，华大九天、概伦电子两家EDA公司登陆A股市场，并获得首日大涨的极佳表现，与前段时期部分半导体公司上市即破发的情况形成明显对比，显示出资本市场对EDA行业的看好。在人工智能、3D封装等新技术、新应用的加持下，EDA行业新的成长空间正在被打开。7月29日，国产EDA龙头华大九天正式登陆创业板，上市首日涨幅即达126%，市值一举突破400亿元，高达333倍的发行市盈率也打破了创业板的历史纪录。广立微于8月5日登陆创业板，收盘较发行价大涨156%。同日，概伦电子则大涨12.86%。EDA的股市表现显现出逆势向上的韧性。华西证券研报指出，EDA工具是集成电路设计、制造、封装、测试等工作的必备工具，并且需要不断更新。业界对我国EDA行业发展的急迫性和必要性的认知程度显著提高。不过，一个新的问题——即国内EDA行业小而分散的问题也显现出来。此前的采访中，国微思尔芯资深副总裁林铠鹏就指出，当前国内EDA产业处于行业发展早期竞争阶段，一些企业或许在个别点工具或者部分细分领域具有一定优势，短板却是产品不够全面，以任何一家之力都无法覆盖整个EDA产业链。难以提供全流程的产品正是国内EDA企业的主要问题。针对这样的状况，芯华章科技产品和业务规划总监杨晔认为：“国内产业在发展初期更应该注重倡导‘开放’，加强企业间的协同配合，目的是加强工具间的协同性，建设更完善的行业生态，提高芯片验证效率。国内EDA企业在初期阶段不应贪多求全，而是集中精力做自己最擅长的一部分，共同建设开放共荣的生态圈。”","news_type":1,"symbols_score_info":{"159813":0.9}},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902717636,"gmtCreate":1659753155328,"gmtModify":1703753554854,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902717636","repostId":"1190714095","repostType":4,"repost":{"id":"1190714095","kind":"news","pubTimestamp":1659745519,"share":"https://ttm.financial/m/news/1190714095?lang=en_US&edition=fundamental","pubTime":"2022-08-06 08:25","market":"sh","language":"zh","title":"\"Credit Suisse Internet celebrity\" Zoltan publishes another explosive article: War, interest rates and the new world order","url":"https://stock-news.laohu8.com/highlight/detail?id=1190714095","media":"华尔街见闻","summary":"Zoltan Pozsar 建议，投资者应及时转变思维，以自上而下地缘政治视角来思考经济进程。他认为，通胀的“报复”才刚刚开始，美联储完全有可能加息到5%或6%，鲍威尔有动机将经济推入“L型”衰退。今","content":"<p><html><head></head><body>Zoltan Pozsar suggested that investors should change their thinking in time and think about economic processes from a top-down geopolitical perspective. He believes that the \"revenge\" of inflation has just begun, it is entirely possible that the Fed will rate hike to 5% or 6%, and Powell has an incentive to push the economy into an \"L-shaped\" recession. Since the beginning of this year, \"black swan incidents\" have occurred frequently, and the global social economy is facing unprecedented severe challenges.</p><p>In 2018, the hidden inflation danger laid by the trade conflict launched by the United States around the world further escalated after the outbreak of the epidemic. Entering 2022, the \"fire\" of inflation intensified by the enormous stimulus of the Federal Reserve and the Ministry of Finance has completely exploded after the geopolitical conflict between Russia and Ukraine \"added fuel to the fire\", sweeping the world's major economies. As the process of inflation far exceeds expectations, central banks of various countries have been \"eagle songs loud and clear\", and the continued radical rate hike has undoubtedly added a lot of recession color to the economy.</p><p>Fast forward to July this year, and as expectations for an economic recession in overseas markets heat up, the market expects inflation to peak soon. At the same time, Powell's statement at the July FOMC meeting was interpreted by many investors as a signal of the Fed's \"marginal dove\".</p><p>However, after visiting more than 150 customers in eight European countries, Zoltan Pozsar, a star analyst at Credit Suisse, refuted the above optimistic view:</p><p>\"In fact, we live in an unstable world: geopolitical risk premiums are rising, and supply-side issues are stronger than demand issues... (In our opinion,)<b>Inflation is driven by 'economic war' rather than 'policy stimulus', and we haven't reached the hawkish peak yet.</b>\"At a time when the competition between great powers continues to intensify, this former New York Fed repurchase guru<b>Warning about the risk of a global \"economic war\".</b>At the same time,<b>Zoltan suggested that investors should change their thinking in time, think about the economic process from a top-down geopolitical perspective, and don't just indulge in some bottom-up \"peacetime games\":</b></p><p>\"Welcome to the era of'economic warfare 'in which central banks' policy objectives are changing,<b>follow</b><b>Heads of state will be more important than focusing on central bankers.</b>\"Wall Street News mentioned that Zoltan Pozsar is a former official of the New York Fed and the U.S. Treasury Department. He is famous for accurately predicting the mysterious trends of the reverse repurchase market. He is known as the\" prophet of market volatility \"and\" prophet of panic \". One of the Wall Street strategists that traders pay attention to.</p><p>Welcome to the Era of \"Economic War\"</p><p>\"War is inflation.\" Zoltan Pozsar wrote straight to the point.</p><p>Zoltan believes that there are various forms of war, including not only hot wars, but also wrestling between big powers in \"cold spaces\" such as cyberspace, space, and deep sea. Today, a \"hot economic war\" involving technology, goods and commodities is raging among powerful countries and has become the main driving force behind the recent rise in inflation.</p><p>Zoltan pointed out that the current inflation is the combined result of the heating up of the \"hot economic war\" and the \"lingering\" impact of the epidemic. If the current situation continues, the argument that inflation is mainly driven by over-stimulus and is \"cyclical\" will be self-defeating.</p><p>In the past few decades, due to the rapid globalization of the economy,<b>Developing countries continue to provide low-cost production capacity to the world, driving the supply curve to continue to move outward, thus creating a long-term \"low inflation era\" for the global economy.</b>。<b>Zoltan concluded that the previous low global inflation can be considered to be supported by three pillars:</b></p><p>First of all, cheap immigrant labor has stagnated the wage level of American service industry; Secondly, with stagnant wage growth, cheap products from China have improved people's living standards; Third, cheap natural gas from Russia provides power for industry in Germany and even Europe as a whole.</p><p>Against this background, American consumers have been enjoying the benefits brought by cheap supplies all over the world: the wealthy class who have long benefited from quantitative easing buys high-end European products produced with cheap Russian natural gas; Low-income families buy cost-effective products from China.<b>Zoltan emphasizes that such a steady state has lasted for decades, until it was broken by the rise of nativism, local protectionism and geopolitical conflicts.</b>(For example, trade disputes, tariffs, and Russia-Ukraine conflicts have caused the United States to \"weaponize\" the US dollar, and then caused Russia to \"weaponize\" goods, etc.)</p><p>Zoltan believes that the economic war currently unfolding can be simply understood as a conflict between a consumption-driven West and a production-driven East, and this process will clearly shake the pillars of a low-inflation world. In the future, the central bank will no longer deal with deflation by raising asset prices, but will deal with inflation by lowering asset prices. Zoltan Wrote:</p><p>\"Today's inflation is more about supply than the demand side; it is geopolitics than domestic politics.\" Zoltan also mentioned that if it is correct to understand inflation in the context of economic war, then Western central banks I'm afraid there are few good choices in curbing inflation. Of course, it is a way to reduce demand by raising interest rates, but what if the supply curve moves inward faster than the demand curve?</p><p>Zoltan concluded that wars are unpredictable, economic wars between major powers occur randomly and without rules to follow, and how future inflation will be interpreted will depend not only on recent shocks, but also on many shocks that may still occur, including More sanctions and further weaponization of commodities, as well as more technology sanctions, have worsened supply chain problems for cheap goods.</p><p>Therefore, correctly judging the direction of inflation in this context is basically a matter of perspective. Zoltan writes at the end of this section:</p><p>\"Do you think inflation is cyclical (a chaotic restart after the pandemic, which is exacerbated by over-stimulus), or structural (a chaotic transition to a multipolar world order, where the power and hegemony of the United States are challenged)? If it is the former, then inflation has peaked. If it is the latter, inflation has hardly started. In fact, inflation can be understood as a direct'instrument of war 'because, as Lenin said, the best way to subvert capitalism is to continuously devalue its currency. \" Maybe, as Zoltan says, we should read less about Friedman and Schwartz and more about Brzezinski and Mackinder...</p><p>(Note: Halford John Mackinder is a British geographer and geopolitical scientist. His theories of \"heartland\" and \"world island\" deeply influenced later international politics.)</p><p>Inflation may move further higher</p><p>Zoltan believes that the current inflation in the United States is mainly caused by a retaliatory increase in the overall inflation rate, and the extremely tight labor market in the service sector in the United States (and other Western developed countries) has further worsened the situation. Among them, the former is caused by the conflict between Russia and Ukraine, while the latter is caused by factors such as the protectionist immigration policy of the United States (or Brexit), early retirement, and the greatly reduced global labor mobility caused by COVID-19 pandemic.</p><p>Let's look at the labor factor first. Zoltan wrote that, as former New York Fed President Bill Dudley said, he has never seen such a shortage in the labor market in his past 40 years. This may also be understood as the service economy is experiencing its own \"opec moment\". Zoltan Represents:</p><p>\"Every time I see a client, someone asks me where the employees are. I don't know, but apparently they are gone...\" Looking at the wage-price spiral, Zoltan wrote that food and energy prices that have been underappreciated for decades have become The protagonist, today, it is obviously not enough to focus solely on core inflation after excluding food and energy prices. As daily necessities, rising food and energy prices are \"particularly dangerous\" for a structurally tight labor market-employees may not ask for salary increases because of rising prices of optional consumer goods such as televisions and cars, but they will ask Company A because of increased costs of necessities. Zoltan believes that wage pressures have spread globally, and inflation that has been above target for three consecutive years is affecting wage-price dynamics.</p><p>Food and energy prices have been neglected for decades, but now that things have changed, it is not enough to focus solely on core inflation after stripping out food and energy prices. As daily necessities, the rising prices of food and energy are a red flag for the structurally tight labor market-workers will not ask for wage increases because of the rising prices of optional consumer goods such as televisions and cars, but because the cost of necessities increases. At present, wage pressure has spread all over the world.</p><p>Nowadays, when people discuss how to tame inflation, paul volcker, the legendary \"tough guy\" chairman of the Federal Reserve who controls inflation with recession, is undoubtedly missed by the public at no expense of rate hike to 20%. So, if Powell repeats Volcker's move, can U.S. inflation come down?</p><p>At least Zoltan doesn't think so. He said:</p><p>\"We shouldn't assume that a rate hike and a recession will clear inflation out of the system. A recession can help, but it may not be enough, especially if Ray Dalio and Larry Fink are right, we are heading for stagflation. That is, in the United States, inflation will be persistent with or without economic growth.\" Further, Zoltan noted that the current situation is quite different from the 1970s:</p><p><b>First, oil prices are \"quite different\".</b>In the 1970s, many oil giants spent nearly a decade investing heavily in increasing production. At the same time, North Sea oil fields, Norwegian Sea oil fields, and American oil fields were all developed. New oil supplies and the economic recession in the early 1980s contributed to the plunge of oil prices.</p><p>Today, on the supply side, under the background of ESG, we have made little investment in the oil industry in the last decade, and it will take time to develop new oil fields. On the demand side, recession fears caused crude oil prices to fall, but \"it didn't collapse\". \"We invested in oil in the 1970s, and today we are depleting oil reserves,\" Zoltan wrote, while President Biden's trip to Saudi Arabia appeared to have had little effect.</p><p><b>Secondly, it was relatively easy to solve wage and price pressures in the 1980s</b>。 At that time, President Reagan used tough measures to quell the strike, which weakened the power of trade unions for a period of time, and the wage level was no longer pegged to the inflation rate. Today, the problems we face are even more serious: stricter immigration policies, early retirement and other labor market changes caused by COVID-19 pandemic, and extreme wealth accumulation have weakened labor force participation on the one hand, and increased demand for services on the other. The combination of these factors leads to labour shortages in the service sector-and dealing with the politics of wage setting is much simpler than producing qualified labour...</p><p>At the end of this section, Zoltan writes:</p><p>\"Maybe because I don't have a PhD, I can't see why inflation peaks, why can't it rise higher from here?\" The Fed has shifted from structurally creating demand to digest oversupplied cheap goods to structurally curbing demand to accommodate supply shortages. This is known as \"supply and demand optimization\" or \"belt tightening\" and is a structural rather than cyclical change.</p><p>It can be seen that the Federal Reserve is not currently in a rate hike cycle, but is carrying out structural tightening actions. With cheap labor, goods and energy supplies in the past, demand levels too high and untimely response to supply shrinkings, which in turn are the underlying source of inflation, Zoltan believes tightening action is necessary.</p><p>Economy Needs' L-Shaped 'Recession to Curb Inflation</p><p>As mentioned earlier, Zoltan believes that the Fed has shifted from structurally creating demand and absorbing excess supply of cheap goods to structurally suppressing demand to accommodate a \"structural\" rather than a \"cyclical\" shift in material shortages. Zoltan believes that the Fed is not currently in a rate hike cycle, but is carrying out structural tightening actions.</p><p>Against this backdrop, although the market can stick to expectations that the economy will achieve a \"soft landing\", Zoltan believes that economic activity needs an \"L\"-shaped recession to overcome inflation:</p><p>“<b>We are not \"catching up\" with the aggregate demand curve before the global financial crisis, but with the aggregate supply curve of the post-nativism, post-epidemic era and post-Russia-Ukraine conflict. The level of economic activity needs to be adjusted downward in an \"L\" shape.</b>If not, we will face more inflation problems... \"Zoltan further explained:</p><p>\"The Fed has a dual mandate: inflation and full employment. Now consider that today's inflation is well above target, employment is'far more than full ', and'full' employment is part of the inflation problem. Achieving these two Fed mandates requires less growth: not on measurable goods, but on unmeasurable services.\" The Credit Suisse star analyst further wrote that the \"L\" shape consists of two parts: first, the \"I\", which can be viewed as a vertical fall (possibly a deep recession); Then there is \"_\", which can be seen as staying flat (referring to economic stagnation in \"stagflation\"). For the former, an \"I\" vertical decline has nothing to do with a \"soft landing\"; For the latter, there is no guarantee that the Fed will cut interest rates after the economy plummets, otherwise it may trigger a new round of inflation:</p><p>\"So far, I haven't heard anything from the FOMC that the Fed wants to avoid a recession, or that the Fed will rush to cut interest rates when inflation is high.\" rate hike to 5% or 6% next year is a possibility, and Powell has an incentive to create an \"L-shaped\" recession</p><p>Looking back at the \"glorious course\" of the Federal Reserve in the past two years: the characterization of inflation has been adjusted from temporary to non-temporary; From Never rate hike to rate hike; From rate hike to a series of rate hike; The range of rate hike increased from 25 basis points to 50 basis points; From 50 basis points to 75 basis points; From rate hike 75 basis points and issuing forward guidance to still rate hike 75 basis points but not making any comment...</p><p>Zoltan warned:</p><p><b>\"Don't combine your views too closely with SEPs and dot plots... because SEPs are just forecasts in an increasingly random world, and forecasts change as geopolitical events occur, and after the Fed ends its commentary on rate hike (too much forward guidance), the next step may be to end the practice of publishing SEPs and dot plots.\"</b>At the end of the article, Zoltan reminded investors that today's Fed is very different:</p><p><ul><li>This is not the growth-sensitive Fed in the post-GFC era.</li><li>This is not the post-Greenspan stock-sensitive Fed.</li><li>This is not the unipolar world order the Federal Reserve has been running since World War II.</li><li>This is a completely different game......</li></ul>For investors who think that the Fed's rate hike of 3.5% is the end of tightening, or that the economy is on the verge of recession and the stock market is on the verge of a bear market, so interest rates will be cut next year, Zoltan warned:<b>Fed rate hike to 5% or 6% is possible; Similarly, interest rates are likely to remain high even if the economy falls and asset prices fall.</b></p><p>In addition to this, Zoltan also believes that Powell has an incentive to create an \"L-shaped\" recession:</p><p>\"Powell is more political than serious about inflation? I don't think so. Once you go down the Paul-Volcker path, you can't avoid delivering on this promise: if you do, you will irreparably damage the Fed's reputation. Between a deep recession in the economy and damaging the Fed's institutional reputation, a deep recession is the lesser of two evils. The former is a public service, while the latter is a harm to the public. The former is<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Home with a clear conscience, the latter is a lifelong burden.<b>In the context of the'economic war ', we can wonder whether Powell will succeed in killing inflation; On the contrary, I have no doubt whether he will try his best to kill inflation.</b>”</body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Credit Suisse Internet celebrity\" Zoltan publishes another explosive article: War, interest rates and the new world order</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\">\n\"Credit Suisse Internet celebrity\" Zoltan publishes another explosive article: War, interest rates and the new world order\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-08-06 08:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Zoltan Pozsar suggested that investors should change their thinking in time and think about economic processes from a top-down geopolitical perspective. He believes that the \"revenge\" of inflation has just begun, it is entirely possible that the Fed will rate hike to 5% or 6%, and Powell has an incentive to push the economy into an \"L-shaped\" recession. Since the beginning of this year, \"black swan incidents\" have occurred frequently, and the global social economy is facing unprecedented severe challenges.</p><p>In 2018, the hidden inflation danger laid by the trade conflict launched by the United States around the world further escalated after the outbreak of the epidemic. Entering 2022, the \"fire\" of inflation intensified by the enormous stimulus of the Federal Reserve and the Ministry of Finance has completely exploded after the geopolitical conflict between Russia and Ukraine \"added fuel to the fire\", sweeping the world's major economies. As the process of inflation far exceeds expectations, central banks of various countries have been \"eagle songs loud and clear\", and the continued radical rate hike has undoubtedly added a lot of recession color to the economy.</p><p>Fast forward to July this year, and as expectations for an economic recession in overseas markets heat up, the market expects inflation to peak soon. At the same time, Powell's statement at the July FOMC meeting was interpreted by many investors as a signal of the Fed's \"marginal dove\".</p><p>However, after visiting more than 150 customers in eight European countries, Zoltan Pozsar, a star analyst at Credit Suisse, refuted the above optimistic view:</p><p>\"In fact, we live in an unstable world: geopolitical risk premiums are rising, and supply-side issues are stronger than demand issues... (In our opinion,)<b>Inflation is driven by 'economic war' rather than 'policy stimulus', and we haven't reached the hawkish peak yet.</b>\"At a time when the competition between great powers continues to intensify, this former New York Fed repurchase guru<b>Warning about the risk of a global \"economic war\".</b>At the same time,<b>Zoltan suggested that investors should change their thinking in time, think about the economic process from a top-down geopolitical perspective, and don't just indulge in some bottom-up \"peacetime games\":</b></p><p>\"Welcome to the era of'economic warfare 'in which central banks' policy objectives are changing,<b>follow</b><b>Heads of state will be more important than focusing on central bankers.</b>\"Wall Street News mentioned that Zoltan Pozsar is a former official of the New York Fed and the U.S. Treasury Department. He is famous for accurately predicting the mysterious trends of the reverse repurchase market. He is known as the\" prophet of market volatility \"and\" prophet of panic \". One of the Wall Street strategists that traders pay attention to.</p><p>Welcome to the Era of \"Economic War\"</p><p>\"War is inflation.\" Zoltan Pozsar wrote straight to the point.</p><p>Zoltan believes that there are various forms of war, including not only hot wars, but also wrestling between big powers in \"cold spaces\" such as cyberspace, space, and deep sea. Today, a \"hot economic war\" involving technology, goods and commodities is raging among powerful countries and has become the main driving force behind the recent rise in inflation.</p><p>Zoltan pointed out that the current inflation is the combined result of the heating up of the \"hot economic war\" and the \"lingering\" impact of the epidemic. If the current situation continues, the argument that inflation is mainly driven by over-stimulus and is \"cyclical\" will be self-defeating.</p><p>In the past few decades, due to the rapid globalization of the economy,<b>Developing countries continue to provide low-cost production capacity to the world, driving the supply curve to continue to move outward, thus creating a long-term \"low inflation era\" for the global economy.</b>。<b>Zoltan concluded that the previous low global inflation can be considered to be supported by three pillars:</b></p><p>First of all, cheap immigrant labor has stagnated the wage level of American service industry; Secondly, with stagnant wage growth, cheap products from China have improved people's living standards; Third, cheap natural gas from Russia provides power for industry in Germany and even Europe as a whole.</p><p>Against this background, American consumers have been enjoying the benefits brought by cheap supplies all over the world: the wealthy class who have long benefited from quantitative easing buys high-end European products produced with cheap Russian natural gas; Low-income families buy cost-effective products from China.<b>Zoltan emphasizes that such a steady state has lasted for decades, until it was broken by the rise of nativism, local protectionism and geopolitical conflicts.</b>(For example, trade disputes, tariffs, and Russia-Ukraine conflicts have caused the United States to \"weaponize\" the US dollar, and then caused Russia to \"weaponize\" goods, etc.)</p><p>Zoltan believes that the economic war currently unfolding can be simply understood as a conflict between a consumption-driven West and a production-driven East, and this process will clearly shake the pillars of a low-inflation world. In the future, the central bank will no longer deal with deflation by raising asset prices, but will deal with inflation by lowering asset prices. Zoltan Wrote:</p><p>\"Today's inflation is more about supply than the demand side; it is geopolitics than domestic politics.\" Zoltan also mentioned that if it is correct to understand inflation in the context of economic war, then Western central banks I'm afraid there are few good choices in curbing inflation. Of course, it is a way to reduce demand by raising interest rates, but what if the supply curve moves inward faster than the demand curve?</p><p>Zoltan concluded that wars are unpredictable, economic wars between major powers occur randomly and without rules to follow, and how future inflation will be interpreted will depend not only on recent shocks, but also on many shocks that may still occur, including More sanctions and further weaponization of commodities, as well as more technology sanctions, have worsened supply chain problems for cheap goods.</p><p>Therefore, correctly judging the direction of inflation in this context is basically a matter of perspective. Zoltan writes at the end of this section:</p><p>\"Do you think inflation is cyclical (a chaotic restart after the pandemic, which is exacerbated by over-stimulus), or structural (a chaotic transition to a multipolar world order, where the power and hegemony of the United States are challenged)? If it is the former, then inflation has peaked. If it is the latter, inflation has hardly started. In fact, inflation can be understood as a direct'instrument of war 'because, as Lenin said, the best way to subvert capitalism is to continuously devalue its currency. \" Maybe, as Zoltan says, we should read less about Friedman and Schwartz and more about Brzezinski and Mackinder...</p><p>(Note: Halford John Mackinder is a British geographer and geopolitical scientist. His theories of \"heartland\" and \"world island\" deeply influenced later international politics.)</p><p>Inflation may move further higher</p><p>Zoltan believes that the current inflation in the United States is mainly caused by a retaliatory increase in the overall inflation rate, and the extremely tight labor market in the service sector in the United States (and other Western developed countries) has further worsened the situation. Among them, the former is caused by the conflict between Russia and Ukraine, while the latter is caused by factors such as the protectionist immigration policy of the United States (or Brexit), early retirement, and the greatly reduced global labor mobility caused by COVID-19 pandemic.</p><p>Let's look at the labor factor first. Zoltan wrote that, as former New York Fed President Bill Dudley said, he has never seen such a shortage in the labor market in his past 40 years. This may also be understood as the service economy is experiencing its own \"opec moment\". Zoltan Represents:</p><p>\"Every time I see a client, someone asks me where the employees are. I don't know, but apparently they are gone...\" Looking at the wage-price spiral, Zoltan wrote that food and energy prices that have been underappreciated for decades have become The protagonist, today, it is obviously not enough to focus solely on core inflation after excluding food and energy prices. As daily necessities, rising food and energy prices are \"particularly dangerous\" for a structurally tight labor market-employees may not ask for salary increases because of rising prices of optional consumer goods such as televisions and cars, but they will ask Company A because of increased costs of necessities. Zoltan believes that wage pressures have spread globally, and inflation that has been above target for three consecutive years is affecting wage-price dynamics.</p><p>Food and energy prices have been neglected for decades, but now that things have changed, it is not enough to focus solely on core inflation after stripping out food and energy prices. As daily necessities, the rising prices of food and energy are a red flag for the structurally tight labor market-workers will not ask for wage increases because of the rising prices of optional consumer goods such as televisions and cars, but because the cost of necessities increases. At present, wage pressure has spread all over the world.</p><p>Nowadays, when people discuss how to tame inflation, paul volcker, the legendary \"tough guy\" chairman of the Federal Reserve who controls inflation with recession, is undoubtedly missed by the public at no expense of rate hike to 20%. So, if Powell repeats Volcker's move, can U.S. inflation come down?</p><p>At least Zoltan doesn't think so. He said:</p><p>\"We shouldn't assume that a rate hike and a recession will clear inflation out of the system. A recession can help, but it may not be enough, especially if Ray Dalio and Larry Fink are right, we are heading for stagflation. That is, in the United States, inflation will be persistent with or without economic growth.\" Further, Zoltan noted that the current situation is quite different from the 1970s:</p><p><b>First, oil prices are \"quite different\".</b>In the 1970s, many oil giants spent nearly a decade investing heavily in increasing production. At the same time, North Sea oil fields, Norwegian Sea oil fields, and American oil fields were all developed. New oil supplies and the economic recession in the early 1980s contributed to the plunge of oil prices.</p><p>Today, on the supply side, under the background of ESG, we have made little investment in the oil industry in the last decade, and it will take time to develop new oil fields. On the demand side, recession fears caused crude oil prices to fall, but \"it didn't collapse\". \"We invested in oil in the 1970s, and today we are depleting oil reserves,\" Zoltan wrote, while President Biden's trip to Saudi Arabia appeared to have had little effect.</p><p><b>Secondly, it was relatively easy to solve wage and price pressures in the 1980s</b>。 At that time, President Reagan used tough measures to quell the strike, which weakened the power of trade unions for a period of time, and the wage level was no longer pegged to the inflation rate. Today, the problems we face are even more serious: stricter immigration policies, early retirement and other labor market changes caused by COVID-19 pandemic, and extreme wealth accumulation have weakened labor force participation on the one hand, and increased demand for services on the other. The combination of these factors leads to labour shortages in the service sector-and dealing with the politics of wage setting is much simpler than producing qualified labour...</p><p>At the end of this section, Zoltan writes:</p><p>\"Maybe because I don't have a PhD, I can't see why inflation peaks, why can't it rise higher from here?\" The Fed has shifted from structurally creating demand to digest oversupplied cheap goods to structurally curbing demand to accommodate supply shortages. This is known as \"supply and demand optimization\" or \"belt tightening\" and is a structural rather than cyclical change.</p><p>It can be seen that the Federal Reserve is not currently in a rate hike cycle, but is carrying out structural tightening actions. With cheap labor, goods and energy supplies in the past, demand levels too high and untimely response to supply shrinkings, which in turn are the underlying source of inflation, Zoltan believes tightening action is necessary.</p><p>Economy Needs' L-Shaped 'Recession to Curb Inflation</p><p>As mentioned earlier, Zoltan believes that the Fed has shifted from structurally creating demand and absorbing excess supply of cheap goods to structurally suppressing demand to accommodate a \"structural\" rather than a \"cyclical\" shift in material shortages. Zoltan believes that the Fed is not currently in a rate hike cycle, but is carrying out structural tightening actions.</p><p>Against this backdrop, although the market can stick to expectations that the economy will achieve a \"soft landing\", Zoltan believes that economic activity needs an \"L\"-shaped recession to overcome inflation:</p><p>“<b>We are not \"catching up\" with the aggregate demand curve before the global financial crisis, but with the aggregate supply curve of the post-nativism, post-epidemic era and post-Russia-Ukraine conflict. The level of economic activity needs to be adjusted downward in an \"L\" shape.</b>If not, we will face more inflation problems... \"Zoltan further explained:</p><p>\"The Fed has a dual mandate: inflation and full employment. Now consider that today's inflation is well above target, employment is'far more than full ', and'full' employment is part of the inflation problem. Achieving these two Fed mandates requires less growth: not on measurable goods, but on unmeasurable services.\" The Credit Suisse star analyst further wrote that the \"L\" shape consists of two parts: first, the \"I\", which can be viewed as a vertical fall (possibly a deep recession); Then there is \"_\", which can be seen as staying flat (referring to economic stagnation in \"stagflation\"). For the former, an \"I\" vertical decline has nothing to do with a \"soft landing\"; For the latter, there is no guarantee that the Fed will cut interest rates after the economy plummets, otherwise it may trigger a new round of inflation:</p><p>\"So far, I haven't heard anything from the FOMC that the Fed wants to avoid a recession, or that the Fed will rush to cut interest rates when inflation is high.\" rate hike to 5% or 6% next year is a possibility, and Powell has an incentive to create an \"L-shaped\" recession</p><p>Looking back at the \"glorious course\" of the Federal Reserve in the past two years: the characterization of inflation has been adjusted from temporary to non-temporary; From Never rate hike to rate hike; From rate hike to a series of rate hike; The range of rate hike increased from 25 basis points to 50 basis points; From 50 basis points to 75 basis points; From rate hike 75 basis points and issuing forward guidance to still rate hike 75 basis points but not making any comment...</p><p>Zoltan warned:</p><p><b>\"Don't combine your views too closely with SEPs and dot plots... because SEPs are just forecasts in an increasingly random world, and forecasts change as geopolitical events occur, and after the Fed ends its commentary on rate hike (too much forward guidance), the next step may be to end the practice of publishing SEPs and dot plots.\"</b>At the end of the article, Zoltan reminded investors that today's Fed is very different:</p><p><ul><li>This is not the growth-sensitive Fed in the post-GFC era.</li><li>This is not the post-Greenspan stock-sensitive Fed.</li><li>This is not the unipolar world order the Federal Reserve has been running since World War II.</li><li>This is a completely different game......</li></ul>For investors who think that the Fed's rate hike of 3.5% is the end of tightening, or that the economy is on the verge of recession and the stock market is on the verge of a bear market, so interest rates will be cut next year, Zoltan warned:<b>Fed rate hike to 5% or 6% is possible; Similarly, interest rates are likely to remain high even if the economy falls and asset prices fall.</b></p><p>In addition to this, Zoltan also believes that Powell has an incentive to create an \"L-shaped\" recession:</p><p>\"Powell is more political than serious about inflation? I don't think so. Once you go down the Paul-Volcker path, you can't avoid delivering on this promise: if you do, you will irreparably damage the Fed's reputation. Between a deep recession in the economy and damaging the Fed's institutional reputation, a deep recession is the lesser of two evils. The former is a public service, while the latter is a harm to the public. The former is<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Home with a clear conscience, the latter is a lifelong burden.<b>In the context of the'economic war ', we can wonder whether Powell will succeed in killing inflation; On the contrary, I have no doubt whether he will try his best to kill inflation.</b>”</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3666614\">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/665a86622eb77740913a851377a20872","relate_stocks":{"600628":"新世界"},"source_url":"https://wallstreetcn.com/articles/3666614","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1190714095","content_text":"Zoltan Pozsar 建议，投资者应及时转变思维，以自上而下地缘政治视角来思考经济进程。他认为，通胀的“报复”才刚刚开始，美联储完全有可能加息到5%或6%，鲍威尔有动机将经济推入“L型”衰退。今年以来，“黑天鹅事件”频出，全球社会经济面临前所未有的严峻挑战。2018年美国向全球发起贸易冲突埋下的通胀隐患，在疫情爆发后进一步升级。进入2022年，美联储与财政部的天量刺激加剧的通胀“烈火”，在俄乌地缘政治冲突“火上浇油”后彻底爆开，席卷全球主要经济体。由于通货膨胀的进程远超预期，各国央行纷纷“鹰歌嘹亮”，而持续激进加息无疑又给经济增添了不少衰退色彩。快进到今年7月，随着海外市场对经济衰退的预期日益升温，市场预期通胀即将见顶。同时，7月FOMC会议上鲍威尔的表态，更被不少投资者解读为美联储“边际转鸽”的信号。不过，走访了欧洲八国逾150位客户后，瑞信明星分析师 Zoltan Pozsar 对上述乐观观点进行了驳斥：“事实上，我们生活在一个不稳定的世界：地缘政治风险溢价在上升，供应方面的问题比需求问题更强 ... （在我们看来，）通胀是由'经济战争'而非'政策刺激'推动的，我们还没有到达鹰派的顶峰。”在大国博弈不断加剧的当下，这位前纽约联储回购大师就全球“经济战争”的风险发出警告。同时，Zoltan 建议投资者应及时转变思维，以自上而下地缘政治视角来思考经济进程，不要仅沉溺于一些自下而上的“和平时期游戏”：“欢迎来到‘经济战争’时代，在这个时代，各国央行的政策目标正在发生变化，关注国家元首将比关注央行行长更为重要。”华尔街见闻提及，Zoltan Pozsar 是前纽约联储和美国财政部官员，因准确预测逆回购市场的神秘动向而闻名，被誉为“市场波动先知”、“恐慌预言家”，是最受交易员关注的华尔街策略师之一。欢迎来到“经济战争”时代“战争是通货膨胀。” Zoltan Pozsar 开门见山地写道。Zoltan 认为，战争的形式多种多样，不仅有热战，还有大国在网络空间、太空、深海等“冰冷空间”中的角力。如今，一场涉及技术、货物和大宗商品领域的“经济热战”正在强国之间激烈进行，并成为近期通胀上涨的主要推手。Zoltan 指出，当下的通胀是“经济热战”的不断升温、疫情影响“挥之不去”的综合结果。若当前情况持续，认为通胀主要由过度刺激驱动，是“周期性”的论调将不攻自破。过去几十年中，由于经济的快速全球化，发展中国家持续为全球提供低廉产能，推动供给曲线不断外移进而造就了全球经济长期的“低通胀时代”。Zoltan 总结称，此前的全球低通胀可以认为由三大支柱支撑：首先，廉价移民劳动力使美国服务行业工资水平停滞不前；其次，在工资增长停滞的情况下，来自中国的廉价产品提高了人们的生活水平；第三，来自俄罗斯的廉价天然气，为德国乃至整个欧洲的工业提供了动力。这一背景下，美国消费者一直享受全世界廉价物资带来的福利：长期以来受益于量化宽松的富裕阶层购买用廉价俄罗斯天然气生产的欧洲高端产品；低收入家庭则购买来自中国的高性价比产品。Zoltan 强调，这样的稳态已经持续了数十年，直到本土主义、地方保护主义的兴起和地缘政治冲突打破了这一稳态。（如贸易争端、关税、俄乌冲突先令美国将美元“武器化”，再令俄罗斯将商品“武器化”等。）Zoltan 认为，目前正在上演的经济战争可以简单理解为消费驱动的西方和生产驱动的东方之间的冲突，而这一进程显然会动摇低通胀世界的支柱。往后，央行不再通过提升资产价格来应对通缩，而将通过压低资产价格来应对通胀。Zoltan 写道：“今天的通货膨胀更多的是与供应有关，而非需求侧；是地缘政治，而非国内政治。”Zoltan 还提到，若在经济战争的背景下理解通胀的观点是正确的，那么西方央行在抑制通胀方面便恐怕没有什么好的选择。当然，通过上调利率来减少需求不失为一种办法，但是若供给曲线比需求曲线更快内移呢？Zoltan 总结称，战争难以预测，大国之间的经济战争是随机发生的，无章可循，而未来通胀如何演绎将不仅取决于最近已发生的冲击，还取决于许多仍可能发生的冲击，包括更多的制裁和大宗商品被进一步武器化，以及更多的科技制裁导致廉价商品的供应链问题加剧。因此，这一背景下正确判断通胀的走向基本上是一个视角问题。Zoltan 在本节末写道：“你认为通胀是周期性的（疫情爆发后的混乱重启，而过度刺激导致情况加剧），还是结构性的（向多极世界秩序的混乱过渡，美国的实力和霸权受到挑战）？如果是前者，那么通胀已经见顶。如果是后者，通货膨胀几乎还没有开始。实际上，通胀可以被理解为一种直接的'战争工具'，因为正如列宁所言，颠覆资本主义最好的方法就是使其货币不断贬值。”也许，正如 Zoltan 所述，现在我们应该少读些弗里德曼和施瓦茨，多读些布热津斯基与麦金德了......（注：哈尔福德·约翰·麦金德，英国地理学家与地缘政治学家，他提出的“心脏地带”与“世界岛”理论深深影响了后来的国际政治学。）通胀或进一步走高Zoltan 认为，当前美国的通胀主要是整体通胀率报复性上涨所致，而美国（以及其他西方发达国家）极度紧张的服务部门劳动力市场则让情况进一步恶化。其中，前者因俄乌冲突所致，而后者由于美国保护主义移民政策（或英国脱欧）、提前退休、新冠疫情导致全球劳动力流动性大大降低等因素造成。先看劳动力因素。Zoltan 写道，正如前纽约联储主席 Bill Dudley 所言，在其过去40年的从业经历中从未见过劳动力市场如此短缺。这或许也可以理解为，服务经济正在经历自己的“opec时刻”。Zoltan 表示：“每次见客户都会有人问我员工都去哪了。我不知道，但显然他们不见了...”再看工资—物价螺旋，Zoltan 写道，几十年来不受重视的食品和能源价格成为了主角，如今，仅关注剔除食品和能源价格后的核心通胀率显然是不够的。作为日常必需品 ，食品和能源价格上涨对于结构性紧张的劳动力市场“尤其危险” — 员工可能不会因为电视、汽车等可选消费品涨价要求涨薪，但会因为必需品成本增加要求甲公司。Zoltan 认为，目前工资压力已在全球范围内蔓延，而连续三年高于目标的通胀正作用于工资—物价动态。几十年来食品和能源价格不受重视，但如今情况有所改变，仅关注剔除食品和能源价格后的核心通胀率是不够的。食品和能源作为日常必需品，其价格上涨对于结构性紧张的劳动力市场而言是一个危险信号——工人不会因为电视、汽车等可选消费品涨价要求涨薪，而是因为必需品成本增加。目前工资压力已在全球范围内蔓延。如今，当人们讨论如何驯服通胀时，不惜加息至20%，以衰退控通胀的“硬汉”美联储主席传奇保罗沃克尔无疑为大众怀念。那么，如果鲍威尔复现沃克尔之举，美国通胀就能下来吗？至少 Zoltan 不这么认为。他表示：“我们不应假设加息和经济衰退就能将通胀从体系中清除出去。衰退可以有所帮助，但可能还不够，尤其是如果 Ray Dalio 和 Larry Fink 是对的，那我们正走向滞胀。也就是说，在美国，无论是否有经济增长，通胀都将是持续的。”进一步，Zoltan 指出，当前的情况与1970年代大相径庭：首先，油价“大不相同”。1970年代，诸多石油巨头花了将近十年大力投资增加开采量，同时北海油田、挪威海油田以及美国油田都得到了开发，新增石油供应加上80年代初的经济衰退促成了油价暴跌。如今，供给方面，在ESG的大背景下，上个十年我们对石油行业鲜有投资，而开发新油田尚需时日。需求侧，经济衰退的担忧造成了原油价格的下跌，但是“它并没有崩溃”。Zoltan 写道，“20世纪70年代我们投资石油，而今天我们正在消耗石油储备”，同时拜登总统的沙特之行似乎也收效甚微。其次，1980年代解决工资价格压力相对比较容易。那时，里根总统通过强硬手段平息罢工，使得工会的势力在之后一段时间内被削弱，工资水平也不再与通胀率挂钩。而如今，我们面临的问题更加严峻：更严格的移民政策、提前退休以及新冠疫情导致的其他劳动力市场变化、极端财富积累一方面削弱了劳动参与率，另一方面提高了对服务的需求。这些因素的综合作用下，服务部门的劳动力出现短缺——而处理工资设定的政治问题比培养合格劳动力简单的多...本节末，Zoltan 写道：“或许是因为我没有博士学位，我看不到通货膨胀为什么会达峰，为什么它不能从这里升得更高?”美联储已从结构性地创造需求来消化供应过剩的廉价商品，转变为结构性地抑制需求来适应供应短缺。这就是所谓的“供求优化”或“勒紧裤带”，是一个结构性而非周期性的变化。由此可见，美联储目前并非处于加息周期，而是在开展结构性紧缩行动。由于廉价的劳动力、商品和能源供应已经成为过去，需求水平过高且未对供应缩减及时做出反应，而这又是通胀的根本来源，Zoltan 认为紧缩行动是必要的。抑制通胀，经济需要“L型”衰退如前所述，Zoltan 认为美联储从正结构性地创造需求，吸收廉价商品的过剩供应，到结构性地抑制需求，以适应物资短缺的“结构性”而非“周期性”转向。Zoltan 认为，美联储目前并非处于加息周期，而是在开展结构性紧缩行动。这一背景下，尽管市场可以坚持预期经济会实现“软着陆”，但 Zoltan 认为，经济活动需要一场“L”型衰退方能克服通胀:“我们现在不是在“追赶”全球金融危机前的总需求曲线，而是在“追赶”后本土主义、后疫情时代和后俄乌冲突师弟的总供给曲线。经济活动水平需要以\"L\"型的方式向下调整。如果若不然，我们将面临更多的通胀问题…”Zoltan 进一步解释称：“美联储有双重使命：通货膨胀和充分就业。现在考虑一下，今天的通胀远远高于目标，就业'远远超过充分'，而'充分'就业是通胀问题的一部分。实现美联储的这两项使命需要更少的增长：不是在可衡量的商品上，而是在不可衡量的服务上。”这位瑞信明星分析师进一步写道，“L”形由两部分组成：首先是“I” ，可以将其视为垂直下落（可能是深度衰退）；然后是“_”，可以将其视为保持平缓（指“滞胀”中的经济停滞）。对于前者来说，“I”型垂直下跌与“软着陆”无关；对于后者而言，没有任何因素能够保证经济直线下降后，美联储就会降息，反之可能会引发新一轮的通胀：“到目前为止，我还没有从FOMC那里听到美联储想要避免经济衰退，或者美联储会在通货膨胀率高的情况下急于降息的任何说法。”明年加息至5%或6%是有可能的，鲍威尔有创造“L型”衰退的动机回顾一下近两年美联储的“光辉历程”：对通胀的定性从暂时调整为非暂时；从不加息变为加息；从加息发展为进行一系列加息；一系列加息的幅度从25个基点增至50个基点；又从50个基点增至75个基点；从加息75个基点并发布前瞻指引到依然加息75个基点但不发表任何评论……Zoltan 警告称：“不要把你的观点与SEP和点阵图结合得太紧密......因为SEP只是在一个越来越随机的世界中的预测，而且预测会随着地缘政治事件的发生而改变，在美联储结束对加息的评论（太多的前瞻性指导）之后，下一步可能会结束公布SEP和点阵图的做法。”文末，Zoltan 提醒投资者，如今的美联储已大不相同：这不是后全球金融危机时代那个对经济增长敏感的美联储。这不是后格林斯潘时代的对股票敏感的美联储。这不是美联储自二战以来美联储一直运行的单极世界秩序。这是一场完全不同的游戏......对于那些认为美联储加息到3.5%就已经是紧缩的终点，或者认为经济濒临衰退，而股市处于熊市边缘，所以明年就会降息的投资者，Zoltan 警告称：美联储加息至5%或6%是有可能的；同样地，即使经济衰退、资产价格下降，利率也可能居高不下。除此之外，Zoltan还认为鲍威尔有创造“L型”衰退的动机：“鲍威尔于对通货膨胀的政治性大于严肃性？我不这么认为。一旦你走上保罗-沃尔克的道路，你就无法避免兑现这一承诺：如果你这样做，你就会不可挽回地损害美联储的声誉。在经济深度衰退和损害美联储的机构声誉之间，深度衰退是两害相权取其轻。前者是公共服务，后者是对公众的伤害。前者是中央银行家的问心无愧，后者是一个终身的负担。在'经济战争'的背景下，我们可以怀疑鲍威尔是否会成功杀死通货膨胀；相反，对于他是否会尽力杀死通货膨胀，我没有疑问。”","news_type":1,"symbols_score_info":{"600628":0.9,"TNmain":0.9,"ZTmain":0.9,"ZFmain":0.9,"ZBmain":0.9,"ZNmain":0.9,"UBmain":0.9}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901734752,"gmtCreate":1659266682476,"gmtModify":1676536279026,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901734752","repostId":"1116879881","repostType":4,"repost":{"id":"1116879881","kind":"news","pubTimestamp":1659238256,"share":"https://ttm.financial/m/news/1116879881?lang=en_US&edition=fundamental","pubTime":"2022-07-31 11:30","market":"us","language":"zh","title":"Who drove the unexpected double rise in U.S. stocks and bonds? Quantitative strategy closes 100 billion-level short positions","url":"https://stock-news.laohu8.com/highlight/detail?id=1116879881","media":"华尔街见闻","summary":"整个7月，三大股指均创2020年以来最大单月涨幅。","content":"<p><html><head></head><body>The Federal Reserve's sharp rate hike this month unexpectedly added a \"feeling of interest rate cuts\":</p><p>After the FOMC meeting on Wednesday, the three major U.S. stock indexes collectively closed higher for three consecutive days. Throughout July, all three major stock indexes posted their biggest monthly gains since 2020. U.S. bond yields fell across the board. On Thursday, the United States announced the initial annualized quarter-on-quarter real GDP value of-0.9% in the second quarter, which shrank for two consecutive quarters and fell into a technical recession. Investors poured into relatively safe government bonds. It pushed the 10-year U.S. Treasury yield down to 2.65% on Friday from 3.5% in June. The 2-year U.S. Treasury yield has also fallen by 35 basis points since last Tuesday. The bad news has turned into good news, and in fact, the extreme pessimism that has hanged over U.S. stock investors for most of the year has begun to dissipate.</p><p>According to statistics, in the past month, the quantitative trading strategy CTA has lifted about $100 billion in bearish bets on stocks and bonds, pushing U.S. stocks and U.S. bonds to recover from the worst first half of the year in history.</p><p>According to JPMorgan Chase estimates,<b>Commodity traders (CTAs) who trade long and short in the futures market have closed out the short positions they have built in the past few months, and their overall exposure is now neutral for the first time since March.</b></p><p>CTA's short covering this month added momentum to the rally,<b>However, JPMorgan strategists, including Nikolaos Panigirtzoglou, warned that support could be fragile.</b></p><p>JPMorgan strategists said:</p><p>\"While in principle there is room for CTA to build long positions from now on, at the same time we acknowledge that their previous short base has been erased.\" \"This means that if momentum turns negative again, such as a strong U.S. jobs report triggering a repricing of the Fed's rate hike, there is plenty of room for CTA to start building short positions again.\" Charlie McElligott, cross-asset strategist at Nomura, estimated that momentum traders bought $4.8 billion in bonds to cover shorts on Wednesday as markets rose as investors considered reducing bets on the Fed's rate hike.<b>Over the past month, the CTA has lifted a total of $54 billion in short bets on stocks and $47 billion in short bets on the bond market, bringing its short exposure to bonds to its lowest level since November.</b></p><p>Of course, not all the bears capitulated. As of July 19, positions by asset managers and leveraged funds against stock futures reached their highest level on record, according to CFTC data compiled by Deutsche Bank.</p><p><b>The rise in stocks has yet to convince investors to turn more completely. Equity-based ETFs have attracted $10 billion in new funding over the past six weeks, or $1.7 billion per week, according to Bloomberg data. That's down from the $9 billion-a-week growth rate seen earlier this year.</b></p><p>Nicholas Colas, co-founder of independent research firm DataTrek Research, said:</p><p>\"If you think corporate earnings are going to stay strong, or be able to bounce back quickly from any recession, there's some appeal to stocks here.\" \"The stock market is an optimist's game, and this bullish narrative may hold up somewhat here. But we're more in the'realistic 'camp at the moment, with some caution.\"</body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who drove the unexpected double rise in U.S. stocks and bonds? Quantitative strategy closes 100 billion-level short positions</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\">\nWho drove the unexpected double rise in U.S. stocks and bonds? Quantitative strategy closes 100 billion-level short positions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-07-31 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Federal Reserve's sharp rate hike this month unexpectedly added a \"feeling of interest rate cuts\":</p><p>After the FOMC meeting on Wednesday, the three major U.S. stock indexes collectively closed higher for three consecutive days. Throughout July, all three major stock indexes posted their biggest monthly gains since 2020. U.S. bond yields fell across the board. On Thursday, the United States announced the initial annualized quarter-on-quarter real GDP value of-0.9% in the second quarter, which shrank for two consecutive quarters and fell into a technical recession. Investors poured into relatively safe government bonds. It pushed the 10-year U.S. Treasury yield down to 2.65% on Friday from 3.5% in June. The 2-year U.S. Treasury yield has also fallen by 35 basis points since last Tuesday. The bad news has turned into good news, and in fact, the extreme pessimism that has hanged over U.S. stock investors for most of the year has begun to dissipate.</p><p>According to statistics, in the past month, the quantitative trading strategy CTA has lifted about $100 billion in bearish bets on stocks and bonds, pushing U.S. stocks and U.S. bonds to recover from the worst first half of the year in history.</p><p>According to JPMorgan Chase estimates,<b>Commodity traders (CTAs) who trade long and short in the futures market have closed out the short positions they have built in the past few months, and their overall exposure is now neutral for the first time since March.</b></p><p>CTA's short covering this month added momentum to the rally,<b>However, JPMorgan strategists, including Nikolaos Panigirtzoglou, warned that support could be fragile.</b></p><p>JPMorgan strategists said:</p><p>\"While in principle there is room for CTA to build long positions from now on, at the same time we acknowledge that their previous short base has been erased.\" \"This means that if momentum turns negative again, such as a strong U.S. jobs report triggering a repricing of the Fed's rate hike, there is plenty of room for CTA to start building short positions again.\" Charlie McElligott, cross-asset strategist at Nomura, estimated that momentum traders bought $4.8 billion in bonds to cover shorts on Wednesday as markets rose as investors considered reducing bets on the Fed's rate hike.<b>Over the past month, the CTA has lifted a total of $54 billion in short bets on stocks and $47 billion in short bets on the bond market, bringing its short exposure to bonds to its lowest level since November.</b></p><p>Of course, not all the bears capitulated. As of July 19, positions by asset managers and leveraged funds against stock futures reached their highest level on record, according to CFTC data compiled by Deutsche Bank.</p><p><b>The rise in stocks has yet to convince investors to turn more completely. Equity-based ETFs have attracted $10 billion in new funding over the past six weeks, or $1.7 billion per week, according to Bloomberg data. That's down from the $9 billion-a-week growth rate seen earlier this year.</b></p><p>Nicholas Colas, co-founder of independent research firm DataTrek Research, said:</p><p>\"If you think corporate earnings are going to stay strong, or be able to bounce back quickly from any recession, there's some appeal to stocks here.\" \"The stock market is an optimist's game, and this bullish narrative may hold up somewhat here. But we're more in the'realistic 'camp at the moment, with some caution.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3666274\">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/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3666274","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1116879881","content_text":"美联储本月大幅加息，竟出人意料加出了“降息的感觉”：本周三FOMC会议后，美国三大股指连续三日集体收涨。整个7月，三大股指均创2020年以来最大单月涨幅。美债收益率则全面下跌。伴随着周四美国公布二季度实际GDP年化季环比初值-0.9%，连续两个季度萎缩，陷入技术性衰退，投资者纷纷涌入相对安全的政府债券。推动10年期美债收益率从6月份的3.5%降至周五的2.65%。2年期美债收益率也自上周二以来，下降了35基点。坏消息变成了好消息，实际上，今年大部分时间笼罩在美股投资者身上的极端悲观情绪开始消散。据统计，过去一个月来，量化交易策略CTA解除了约1000亿美元看跌股票和债券的押注，推动美股和美债从史上最糟糕的上半年中开始复苏。根据摩根大通的估计，在期货市场进行多空双向交易的商品交易商（CTA）纷纷平掉了他们在过去几个月里建立的空头仓位，现在他们的整体敞口自3月份以来首次处于中性水平。CTA本月的空头回补为涨势增添了动力，不过包括Nikolaos Panigirtzoglou在内的摩根大通策略师警告称，支撑位可能很脆弱。摩根大通策略师表示：“虽然原则上CTA有空间从现在开始建立多头仓位，但同时我们承认，他们之前的空头基础已被抹去。”“这意味着，如果出现一些负面消息(比如强劲的美国就业报告引发对美联储加息的重新定价)，势头将再次转为负面，那么CTA就有足够的空间再次开始建立空头头寸。”野村证券跨资产策略师Charlie McElligott估计，周三在市场因投资者考虑减少对美联储加息的押注而上涨时，动量交易员买入了48亿美元债券以回补空头。在过去一个月里，CTA解除了总计540亿美元的股票空头押注，和470亿美元的债市空头押注，使其在债券上的空头敞口降至去年11月以来的最低水平。当然，并非所有的空头都投降了。根据德意志银行汇编的美国商品期货交易委员会(CFTC)数据，截至7月19日，资产管理公司和杠杆基金做空股票期货的头寸达到有记录以来的最高水平。股市上涨也尚未说服投资者完全翻多。Bloomberg数据显示，过去六周，股票型ETF吸引了100亿美元的新资金，即每周17亿美元。这低于今年早些时候每周90亿美元的增长速度。独立研究机构DataTrek Research联合创始人Nicholas Colas表示：“如果你认为企业盈利将保持强劲，或者能够从任何衰退中迅速反弹，那么这里的股票就有一定的吸引力。”“股市是乐观主义者的游戏，这种看涨叙事在这里可能有些站得住脚。但我们目前更倾向于‘现实主义’阵营，并保持一定的谨慎。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127509797,"gmtCreate":1624854143919,"gmtModify":1703846275236,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127509797","repostId":"1115271775","repostType":4,"repost":{"id":"1115271775","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":1624849752,"share":"https://ttm.financial/m/news/1115271775?lang=en_US&edition=fundamental","pubTime":"2021-06-28 11:09","market":"hk","language":"zh","title":"HKEx will resume trading at 1:30 pm","url":"https://stock-news.laohu8.com/highlight/detail?id=1115271775","media":"老虎资讯综合","summary":"6月28日讯，香港天文台改发红色暴雨警告信号（此前为黑色暴雨警告信号），港交所下午一点半将恢复市场交易。\n根据港交所规定，若11:00-11:30解除黑色暴雨警告，下午1:30开市；11:30-12:","content":"<p>On June 28th, the Hong Kong Observatory changed to a red rainstorm warning signal (previously a black rainstorm warning signal), and the Hong Kong Stock Exchange will resume market trading at 1:30 pm.</p><p>According to the regulations of the Hong Kong Stock Exchange, if the black rainstorm warning is lifted from 11:00 to 11:30, the market will open at 1:30 pm; The black rainstorm warning will be lifted from 11:30 to 12:00, and the market will open at 2:00 pm; If the black rainstorm warning is lifted after 12:00, the market will be closed all day.<img src=\"https://static.tigerbbs.com/fa2358a6b83c103be2c4404bddf61e1a\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HKEx will resume trading at 1:30 pm</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\">\nHKEx will resume trading at 1:30 pm\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-28 11:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28th, the Hong Kong Observatory changed to a red rainstorm warning signal (previously a black rainstorm warning signal), and the Hong Kong Stock Exchange will resume market trading at 1:30 pm.</p><p>According to the regulations of the Hong Kong Stock Exchange, if the black rainstorm warning is lifted from 11:00 to 11:30, the market will open at 1:30 pm; The black rainstorm warning will be lifted from 11:30 to 12:00, and the market will open at 2:00 pm; If the black rainstorm warning is lifted after 12:00, the market will be closed all day.<img src=\"https://static.tigerbbs.com/fa2358a6b83c103be2c4404bddf61e1a\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1244793084c6388467f46fc7c39784b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115271775","content_text":"6月28日讯，香港天文台改发红色暴雨警告信号（此前为黑色暴雨警告信号），港交所下午一点半将恢复市场交易。\n根据港交所规定，若11:00-11:30解除黑色暴雨警告，下午1:30开市；11:30-12:00解除黑色暴雨警告，下午2:00开市；12:00后解除黑色暴雨警告，则全天休市。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127271490,"gmtCreate":1624853803410,"gmtModify":1703846264243,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127271490","repostId":"1115271775","repostType":4,"repost":{"id":"1115271775","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":1624849752,"share":"https://ttm.financial/m/news/1115271775?lang=en_US&edition=fundamental","pubTime":"2021-06-28 11:09","market":"hk","language":"zh","title":"HKEx will resume trading at 1:30 pm","url":"https://stock-news.laohu8.com/highlight/detail?id=1115271775","media":"老虎资讯综合","summary":"6月28日讯，香港天文台改发红色暴雨警告信号（此前为黑色暴雨警告信号），港交所下午一点半将恢复市场交易。\n根据港交所规定，若11:00-11:30解除黑色暴雨警告，下午1:30开市；11:30-12:","content":"<p>On June 28th, the Hong Kong Observatory changed to a red rainstorm warning signal (previously a black rainstorm warning signal), and the Hong Kong Stock Exchange will resume market trading at 1:30 pm.</p><p>According to the regulations of the Hong Kong Stock Exchange, if the black rainstorm warning is lifted from 11:00 to 11:30, the market will open at 1:30 pm; The black rainstorm warning will be lifted from 11:30 to 12:00, and the market will open at 2:00 pm; If the black rainstorm warning is lifted after 12:00, the market will be closed all day.<img src=\"https://static.tigerbbs.com/fa2358a6b83c103be2c4404bddf61e1a\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HKEx will resume trading at 1:30 pm</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHKEx will resume trading at 1:30 pm\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-28 11:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28th, the Hong Kong Observatory changed to a red rainstorm warning signal (previously a black rainstorm warning signal), and the Hong Kong Stock Exchange will resume market trading at 1:30 pm.</p><p>According to the regulations of the Hong Kong Stock Exchange, if the black rainstorm warning is lifted from 11:00 to 11:30, the market will open at 1:30 pm; The black rainstorm warning will be lifted from 11:30 to 12:00, and the market will open at 2:00 pm; If the black rainstorm warning is lifted after 12:00, the market will be closed all day.<img src=\"https://static.tigerbbs.com/fa2358a6b83c103be2c4404bddf61e1a\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1244793084c6388467f46fc7c39784b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115271775","content_text":"6月28日讯，香港天文台改发红色暴雨警告信号（此前为黑色暴雨警告信号），港交所下午一点半将恢复市场交易。\n根据港交所规定，若11:00-11:30解除黑色暴雨警告，下午1:30开市；11:30-12:00解除黑色暴雨警告，下午2:00开市；12:00后解除黑色暴雨警告，则全天休市。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234446885720136,"gmtCreate":1698279223285,"gmtModify":1698279227443,"author":{"id":"4087909522380260","authorId":"4087909522380260","name":"R168","avatar":"https://static.tigerbbs.com/dfc266e015f3b989e208eb6c37bb5c57","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087909522380260","idStr":"4087909522380260"},"themes":[],"htmlText":"????????????¿?????3+1+;$$","listText":"????????????¿?????3+1+;$$","text":"????????????¿?????3+1+;$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234446885720136","isVote":1,"tweetType":1,"viewCount":2028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}