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2021-08-28

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iPhone 13 is destined to not be cheap, and TSMC has taken the blame ahead of time

2021-08-20

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2021-08-12

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U.S. inflation in July: press the gourd and raise the ladle

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2021-08-04

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2021-07-30

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2021-07-30

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2021-07-30

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Bullard: Fed should taper this fall, go "fairly rapidly" to end early 2022

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This time, the prices of all product lines increased across the board.</p><p>According to analysis by the Wall Street Journal, the reason for TSMC's price increase has a dual purpose.</p><p><b>In the short term</b>In the context of a global chip shortage, rising prices will depress demand and prevent customers from overbooking.</p><p>Thus reserving supply for customers who really need chips and have no choice.</p><p><b>Long-term</b>, increasing prices and increasing revenue can help TSMC invest in building new production capacity.</p><p>TSMC announced net sales of US $13.3 billion in the second quarter, net profit of US $4.8 billion, and net profit margin of 36%.</p><p>But we have to invest more.</p><p>TSMC will invest US $100 billion in new factories and research and development in the next three years, twice what it has invested in the past three years.</p><p>It has been confirmed that Nanjing 28nm wafer fab will expand production, investment of 12 billion to build a factory in Arizona, USA, and opening Japan's first chip factory in Kumamoto Prefecture, Japan.</p><p>In addition to mature production lines, TSMC's 3nm process will also enter mass production in the second half of next year, and the 2nm process will be mass-produced after 2024. The investment amount and research and development difficulty of this advanced process will increase exponentially.</p><p><h2>What does Apple say?</h2>At the end of July, Apple CEO Cook said that the seriousness of the previous chip shortage was lower than expected, which mainly affected the production of Macs and iPads, resulting in a decrease in revenue of US $3 billion to US $4 billion last quarter.</p><p>However, it is expected that the situation will deteriorate further in the third quarter, and the impact may spread to the iPhone production line.</p><p>Anyway, according to Apple's tradition, it will hold a press conference in September.<img src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\">The latest rumor is that a press conference will be held on September 14, reservations will be accepted on September 17, and shipments will be made on September 24.</p><p>The time is also very close, and whether the price will increase or not will be announced soon.</p><p>Reference link: [1] https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308? mod = djemalertNEWS [2] https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage [3] https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</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>iPhone 13 is destined to not be cheap, and TSMC has taken the blame ahead of time</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\">\niPhone 13 is destined to not be cheap, and TSMC has taken the blame ahead of time\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700113\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/85c2c404af2f47a0ba492a15caf7cb80);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">量子位 </p>\n<p class=\"h-time smaller\">2021-08-28 09:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>As the iPhone 13 is about to be released,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Suddenly announce<b>Chip price increase</b>。</p><p>The latest news,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Plan to increase the price of advanced process chips of 7nm and below<b>10%</b>, price increase of mature process chips<b>20%</b>。</p><p>For customers who have been notified, the price increase<b>Effective immediately</b>。</p><p>As soon as the news came out, speculation about the price of the upcoming new iPhone was also rampant.</p><p>At present,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is one of TSMC's largest customers, and the chips used in the iPhone series are manufactured by TSMC.</p><p>Many foreign media predict that the price of the iPhone 13 series to be released in September may rise accordingly.<img src=\"https://static.tigerbbs.com/e6b0dc4b3c6f4baea547cf0984b8caaf\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Neither a spokesperson for TSMC nor TSMC commented on the matter.</p><p><h2>Why did TSMC raise prices?</h2>In early August, TSMC announced that the price of 80nm process LCD driver chips would increase by 20%. This time, the prices of all product lines increased across the board.</p><p>According to analysis by the Wall Street Journal, the reason for TSMC's price increase has a dual purpose.</p><p><b>In the short term</b>In the context of a global chip shortage, rising prices will depress demand and prevent customers from overbooking.</p><p>Thus reserving supply for customers who really need chips and have no choice.</p><p><b>Long-term</b>, increasing prices and increasing revenue can help TSMC invest in building new production capacity.</p><p>TSMC announced net sales of US $13.3 billion in the second quarter, net profit of US $4.8 billion, and net profit margin of 36%.</p><p>But we have to invest more.</p><p>TSMC will invest US $100 billion in new factories and research and development in the next three years, twice what it has invested in the past three years.</p><p>It has been confirmed that Nanjing 28nm wafer fab will expand production, investment of 12 billion to build a factory in Arizona, USA, and opening Japan's first chip factory in Kumamoto Prefecture, Japan.</p><p>In addition to mature production lines, TSMC's 3nm process will also enter mass production in the second half of next year, and the 2nm process will be mass-produced after 2024. The investment amount and research and development difficulty of this advanced process will increase exponentially.</p><p><h2>What does Apple say?</h2>At the end of July, Apple CEO Cook said that the seriousness of the previous chip shortage was lower than expected, which mainly affected the production of Macs and iPads, resulting in a decrease in revenue of US $3 billion to US $4 billion last quarter.</p><p>However, it is expected that the situation will deteriorate further in the third quarter, and the impact may spread to the iPhone production line.</p><p>Anyway, according to Apple's tradition, it will hold a press conference in September.<img src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\">The latest rumor is that a press conference will be held on September 14, reservations will be accepted on September 17, and shipments will be made on September 24.</p><p>The time is also very close, and whether the price will increase or not will be announced soon.</p><p>Reference link: [1] https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308? mod = djemalertNEWS [2] https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage [3] https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a","relate_stocks":{"TSM":"台积电","AAPL":"苹果","03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162073849","content_text":"iPhone13马上就要发售之际，台积电突然宣布芯片涨价。\n最新消息，台积电计划将7nm及以下先进制程芯片涨价10%，成熟制程芯片涨价20%。\n对于已经接到通知的客户，涨价立即生效。\n消息一出，关于即将要到来的新款iPhone价格猜测也甚嚣尘上。\n目前，苹果是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。\n不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。苹果和台积电发言人都没有就此事发表评论。\n台积电为什么涨价？\n在8月初，台积电就宣布80nm制程的LCD驱动芯片将涨价20%，这一次更是各产品线价格全面上涨。\n据华尔街日报分析，台积电涨价的原因有双重目的。\n短期来看，全球芯片短缺的背景下，价格上涨会压低需求，防止有客户超额预定。\n从而为真正需要芯片、别无选择的客户保留供应量。\n长期来看，涨价提高收入可以帮助台积电投建新的产能。\n台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。\n但要投入的更多。\n台积电将在未来3年投入1000亿美元用于新建工厂和研发，是过去3年投入的两倍之多。\n已经确定的有南京28nm晶圆厂扩产，在美国亚利桑那州投资120亿建厂，以及在日本熊本县开设日本首家芯片工厂。\n除了成熟的产线，台积电3nm制程也将于明年下半年进入量产，2nm制程会在2024年后量产，这种先进制程的投资金额和研发难度都会呈指数级上升。\n苹果怎么说？\n7月底时苹果CEO库克称，此前芯片短缺问题严重性低于预期，主要影响到了Mac与iPad的生产，导致上季营收减少了30亿-40亿美元。\n但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。\n不管怎么说，按苹果的传统会在9月份召开发布会。最新传言是9月14日开发布会，9月17日开始接受预定，9月24日发货。\n时间也很近了，到底涨不涨价马上就会揭晓。\n参考链接：[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report","news_type":1,"symbols_score_info":{"TSM":0.9,"TWmain":0.9,"EWT":0.9,"AAPL":0.9,"03145":0.9}},"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838455911,"gmtCreate":1629425524633,"gmtModify":1676530036713,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"gogogog","listText":"gogogog","text":"gogogog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838455911","isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895736843,"gmtCreate":1628772301582,"gmtModify":1676529848980,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"GOOD","listText":"GOOD","text":"GOOD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895736843","repostId":"2158253396","repostType":4,"repost":{"id":"2158253396","kind":"highlight","pubTimestamp":1628757126,"share":"https://ttm.financial/m/news/2158253396?lang=en_US&edition=fundamental","pubTime":"2021-08-12 16:32","market":"us","language":"zh","title":"U.S. inflation in July: press the gourd and raise the ladle","url":"https://stock-news.laohu8.com/highlight/detail?id=2158253396","media":"华尔街见闻","summary":"美国于周三晚间公布7月通胀数据：CPI同比增长5.4%，与上月持平，预期5.3%。核心CPI同比涨4.3%，预期4.3%，前值4.5%，增速略微放缓。\n被誉为通胀罪魁祸首的二手车价格涨幅大幅回落，但整","content":"<p>The United States released July inflation data on Wednesday night: CPI increased by 5.4% year-on-year, the same as last month, and was expected to be 5.3%. The core CPI rose 4.3% year-on-year, expected 4.3%, the previous value was 4.5%, and the growth rate slowed down slightly.</p><p>The price increase of used cars, known as the chief culprit of inflation, has dropped sharply, but the overall inflation level has not fallen. The prices of food, services and computers have taken over. In the fourth quarter, there may be high-weight sub-items such as medical and housing to rise.</p><p><h2><b>Inflation remained unchanged from last month, but improved significantly from the previous month</b></h2>Inflation in July was basically in line with expectations. Although the inflation level is still at the high point of the year, the month-on-month factor reflecting the new price increase factor has dropped significantly.</p><p><img src=\"https://static.tigerbbs.com/50431a791c8f3778b049a0305beda998\" tg-width=\"612\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Breaking down, the reasons for the easing of inflation are basically as we mentioned in the outlook:</p><p>1、<b><u>Known as the chief culprit of this round of inflation, the price increase of used cars dropped sharply month-on-month, driving the increase in the transportation sub-item to narrow significantly.</u></b>The increase fell from 3.5% last month to 0.9% this month.</p><p>2、<b><u>The increase in energy prices narrowed significantly.</u></b>Crude oil prices rose 10.77% last month and narrowed to 0.46% in July, driving the energy sub-item to narrow from 2.3% to 1.7%.</p><p><b>In addition, residential prices also narrowed by 0.2 percentage points, but they belong to the seasonal downward level.</b>Generally, the month-on-month increase of housing prices will converge in the second half of the year. After the last season, housing prices are still at a high level month-on-month.</p><p><img src=\"https://static.tigerbbs.com/11f2bb58f5ec589da01b9ac4e30d624b\" tg-width=\"715\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2><b>The decline in price increase momentum does not mean that inflationary pressure has eased</b></h2>Judging from the pressure on prices to continue to rise: First,<b><u>Food price increase momentum remains strong</u></b>, remained at 0.7% month-on-month.</p><p>Next<b><u>Among entertainment services and commodity items, personal computers and peripherals also have strong price increases this month</u></b>, reaching 0.6% and 1.2%, respectively.</p><p>Finally, the weight in core CPI is second only to<b><u>Residential healthcare prices, the quarter-on-quarter increase in the second half of the year will enter the seasonal rising range.</u></b>Year-on-year, the high base factor in July last year will pass. It may become a force driving inflation in the future.</p><p>meanwhile<b><u>Residential projects will also be driven by the year-on-year base, and the year-on-year growth rate in the fourth quarter may move towards 4%.</u></b>Residential items account for more than 40% of the U.S. CPI, which will put greater pressure on overall inflation.</p><p>It can be seen that although the new price increase momentum of U.S. inflation in the second half of the year (i.e. month-on-month growth rate) will gradually decline with the advancement of employment and the improvement of the supply chain. But this does not mean that inflation in the United States can ease in a short time.</p><p>According to neutral estimates<b><u>U.S. inflation will be above 5% during the year, and may face the challenge of new highs in October and November, with the forecast value reaching 5.5% (crude oil prices fall back and are revised downward).</u></b>If the gap between supply and demand cannot be repaired to pre-epidemic levels, the inflation value that deviates significantly from the policy target may last until at least the first quarter of next year.</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>U.S. inflation in July: press the gourd and raise the ladle</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. inflation in July: press the gourd and raise the ladle\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\">2021-08-12 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The United States released July inflation data on Wednesday night: CPI increased by 5.4% year-on-year, the same as last month, and was expected to be 5.3%. The core CPI rose 4.3% year-on-year, expected 4.3%, the previous value was 4.5%, and the growth rate slowed down slightly.</p><p>The price increase of used cars, known as the chief culprit of inflation, has dropped sharply, but the overall inflation level has not fallen. The prices of food, services and computers have taken over. In the fourth quarter, there may be high-weight sub-items such as medical and housing to rise.</p><p><h2><b>Inflation remained unchanged from last month, but improved significantly from the previous month</b></h2>Inflation in July was basically in line with expectations. Although the inflation level is still at the high point of the year, the month-on-month factor reflecting the new price increase factor has dropped significantly.</p><p><img src=\"https://static.tigerbbs.com/50431a791c8f3778b049a0305beda998\" tg-width=\"612\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Breaking down, the reasons for the easing of inflation are basically as we mentioned in the outlook:</p><p>1、<b><u>Known as the chief culprit of this round of inflation, the price increase of used cars dropped sharply month-on-month, driving the increase in the transportation sub-item to narrow significantly.</u></b>The increase fell from 3.5% last month to 0.9% this month.</p><p>2、<b><u>The increase in energy prices narrowed significantly.</u></b>Crude oil prices rose 10.77% last month and narrowed to 0.46% in July, driving the energy sub-item to narrow from 2.3% to 1.7%.</p><p><b>In addition, residential prices also narrowed by 0.2 percentage points, but they belong to the seasonal downward level.</b>Generally, the month-on-month increase of housing prices will converge in the second half of the year. After the last season, housing prices are still at a high level month-on-month.</p><p><img src=\"https://static.tigerbbs.com/11f2bb58f5ec589da01b9ac4e30d624b\" tg-width=\"715\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2><b>The decline in price increase momentum does not mean that inflationary pressure has eased</b></h2>Judging from the pressure on prices to continue to rise: First,<b><u>Food price increase momentum remains strong</u></b>, remained at 0.7% month-on-month.</p><p>Next<b><u>Among entertainment services and commodity items, personal computers and peripherals also have strong price increases this month</u></b>, reaching 0.6% and 1.2%, respectively.</p><p>Finally, the weight in core CPI is second only to<b><u>Residential healthcare prices, the quarter-on-quarter increase in the second half of the year will enter the seasonal rising range.</u></b>Year-on-year, the high base factor in July last year will pass. It may become a force driving inflation in the future.</p><p>meanwhile<b><u>Residential projects will also be driven by the year-on-year base, and the year-on-year growth rate in the fourth quarter may move towards 4%.</u></b>Residential items account for more than 40% of the U.S. CPI, which will put greater pressure on overall inflation.</p><p>It can be seen that although the new price increase momentum of U.S. inflation in the second half of the year (i.e. month-on-month growth rate) will gradually decline with the advancement of employment and the improvement of the supply chain. But this does not mean that inflation in the United States can ease in a short time.</p><p>According to neutral estimates<b><u>U.S. inflation will be above 5% during the year, and may face the challenge of new highs in October and November, with the forecast value reaching 5.5% (crude oil prices fall back and are revised downward).</u></b>If the gap between supply and demand cannot be repaired to pre-epidemic levels, the inflation value that deviates significantly from the policy target may last until at least the first quarter of next year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637790\">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/15e20574f8fb568333181d61bb200086","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637790","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158253396","content_text":"美国于周三晚间公布7月通胀数据：CPI同比增长5.4%，与上月持平，预期5.3%。核心CPI同比涨4.3%，预期4.3%，前值4.5%，增速略微放缓。\n被誉为通胀罪魁祸首的二手车价格涨幅大幅回落，但整体通胀水平却还跌不下来。食品、服务、计算机价格纷纷接棒。四季度或还有医疗、住宅等高权重分项待涨。\n通胀与上月持平，但环比改善显著\n7月通胀基本符合预期，虽然通胀水平依然处于年内高点，但是体现新涨价因素的环比已经明显回落。\n\n细分来看通胀缓解的原因基本如我们在前瞻中提到的：\n1、被誉为本轮通胀罪魁祸首二手车价格涨幅环比大幅回落，带动交通运输分项涨幅显著收窄。涨幅由上月的3.5%回落至本月的0.9%。\n2、能源价格涨幅明显收窄。原油价格上月的涨10.77%收窄至7月的0.46%，带动能源分项从涨幅从2.3%收窄至1.7%。\n另外住宅价格也收窄了0.2个百分点，但属于季节下行水平。一般住宅价格在下半年环比涨幅都会有所收敛。去季节后的住宅价格环比依然处于高位。\n\n涨价动能回落，不代表通胀压力缓解\n从价格继续上行的压力来看：首先是食品的涨价动能依然保持强劲，月环比维持在0.7%的水平。\n其次服务项中的娱乐和商品项中个人计算机及周边本月价格上涨动力也较强，分别达到0.6%和1.2%。\n最后，在核心CPI中权重仅次于住宅的医疗保健价格，下半年环比涨幅将进入季节上涨区间，而同比来说去年7月的高基数因素将过去。未来可能成为拉动通胀的力量。\n同时住宅项也会受到同比基数推动，四季度同比增速或迈向4%。住宅项在美国CPI中占比超过40%，对整体通胀的压力会比较大。\n可见，虽然下半年美国通胀的新涨价动能（即环比增速），将随着就业的推进以及供给链好转而逐渐回落。但这并不表示美国的通胀短时间内能够缓解。\n按照中性估计美国通胀在年内都将处于5%以上水平，10、11月或还将面临新高的挑战，预测值或达到5.5%（原油价格回落下修）。如果供需缺口不能修复至疫情前水平，大幅度偏离政策目标的通胀值或至少持续到明年一季度。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890471435,"gmtCreate":1628130856527,"gmtModify":1703501799145,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","text":"$Tiger Brokers(TIGR)$gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890471435","isVote":1,"tweetType":1,"viewCount":2626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807224456,"gmtCreate":1628040043675,"gmtModify":1703500044309,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>goup","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>goup","text":"$Tiger 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investment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805787588","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802164967,"gmtCreate":1627736030759,"gmtModify":1703495345629,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","text":"$Tiger Brokers(TIGR)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/802164967","isVote":1,"tweetType":1,"viewCount":2471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802165492,"gmtCreate":1627735968616,"gmtModify":1703495345307,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802165492","repostId":"1173075225","repostType":4,"repost":{"id":"1173075225","kind":"news","pubTimestamp":1627704977,"share":"https://ttm.financial/m/news/1173075225?lang=en_US&edition=fundamental","pubTime":"2021-07-31 12:16","market":"us","language":"en","title":"5 Best Dividend Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=1173075225","media":"US News","summary":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.That hints that gains could be tougher to score in the months ahea","content":"<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.</p>\n<p>That hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.</p>\n<p>If you're interested individend stocksright now, here are five that look particularly strong at the start of August:</p>\n<ul>\n <li>EPR Properties (ticker:EPR)</li>\n <li><a href=\"https://laohu8.com/S/NAVI\">Navient Corp</a>. (NAVI)</li>\n <li>Pfizer Inc. (PFE)</li>\n <li>Vedanta Ltd. (VEDL)</li>\n <li>Vistra Corp. (VST)</li>\n</ul>\n<p>[Sign up for stock news with our Invested newsletter.]</p>\n<p><b>EPR Properties (EPR)</b></p>\n<p><b>Dividend yield:</b>5.7%</p>\n<p>EPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.</p>\n<p><b>Navient Corp. (NAVI)</b></p>\n<p><b>Dividend yield:</b>3.2%</p>\n<p>Student loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&amp;P 500, even after that run.</p>\n<p><b>Pfizer Inc. (PFE)</b></p>\n<p><b>Dividend yield:</b>3.6%</p>\n<p>Big Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.</p>\n<p><b>Vedanta Ltd. (VEDL)</b></p>\n<p><b>Dividend yield:</b>5.1%</p>\n<p>Vedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.</p>\n<p><b>Vistra Corp. (VST)</b></p>\n<p><b>Dividend yield:</b>3.1%</p>\n<p>A Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.</p>","source":"lsy1627705648360","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>5 Best Dividend Stocks to Buy in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Best Dividend Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html><strong>US News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","VST":"Vistra Energy Corp.","VEDL":"Vedanta  Limited","NAVI":"Navient Corp","EPR":"EPR不动产"},"source_url":"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173075225","content_text":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.\nThat hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.\nIf you're interested individend stocksright now, here are five that look particularly strong at the start of August:\n\nEPR Properties (ticker:EPR)\nNavient Corp. (NAVI)\nPfizer Inc. (PFE)\nVedanta Ltd. (VEDL)\nVistra Corp. (VST)\n\n[Sign up for stock news with our Invested newsletter.]\nEPR Properties (EPR)\nDividend yield:5.7%\nEPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.\nNavient Corp. (NAVI)\nDividend yield:3.2%\nStudent loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&P 500, even after that run.\nPfizer Inc. (PFE)\nDividend yield:3.6%\nBig Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains one of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.\nVedanta Ltd. (VEDL)\nDividend yield:5.1%\nVedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.\nVistra Corp. (VST)\nDividend yield:3.1%\nA Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.","news_type":1,"symbols_score_info":{"BOTB.UK":0.9,"VEDL":0.9,"NAVI":0.9,"EPR":0.9,"VST":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802165537,"gmtCreate":1627735912829,"gmtModify":1703495345146,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Hood&nbsp;","listText":"Hood&nbsp;","text":"Hood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802165537","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806200966,"gmtCreate":1627655788155,"gmtModify":1703494272912,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hooooo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hooooo","text":"$Tiger Brokers(TIGR)$hooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806200966","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806677048,"gmtCreate":1627655754684,"gmtModify":1703494272090,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Greet","listText":"Greet","text":"Greet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806677048","repostId":"2155815630","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806674097,"gmtCreate":1627655714419,"gmtModify":1703494269444,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Good?&nbsp;","listText":"Good?&nbsp;","text":"Good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806674097","repostId":"1116716571","repostType":4,"repost":{"id":"1116716571","kind":"news","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":1627653249,"share":"https://ttm.financial/m/news/1116716571?lang=en_US&edition=fundamental","pubTime":"2021-07-30 21:54","market":"us","language":"en","title":"Bullard: Fed should taper this fall, go \"fairly rapidly\" to end early 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1116716571","media":"Reuters","summary":"WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthl","content":"<p>WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthly bond purchases this fall and cut them \"fairly rapidly\" so the program ends in the first months of 2022 and paves the way for a rate increase that year if needed, St. Louis Federal Reserve president James Bullard said on Monday.</p>\n<p>\"This is all about moving the supertanker and nudging the supertanker in the right direction at the right time,\" Bullard said, arguing that the Fed is not well positioned right now to deal with a persistent inflation shock.</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>Bullard: Fed should taper this fall, go \"fairly rapidly\" to end early 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBullard: Fed should taper this fall, go \"fairly rapidly\" to end early 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-30 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthly bond purchases this fall and cut them \"fairly rapidly\" so the program ends in the first months of 2022 and paves the way for a rate increase that year if needed, St. Louis Federal Reserve president James Bullard said on Monday.</p>\n<p>\"This is all about moving the supertanker and nudging the supertanker in the right direction at the right time,\" Bullard said, arguing that the Fed is not well positioned right now to deal with a persistent inflation shock.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116716571","content_text":"WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthly bond purchases this fall and cut them \"fairly rapidly\" so the program ends in the first months of 2022 and paves the way for a rate increase that year if needed, St. Louis Federal Reserve president James Bullard said on Monday.\n\"This is all about moving the supertanker and nudging the supertanker in the right direction at the right time,\" Bullard said, arguing that the Fed is not well positioned right now to deal with a persistent inflation shock.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806678005,"gmtCreate":1627655559107,"gmtModify":1703494264014,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806678005","repostId":"2155815630","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806642717,"gmtCreate":1627655259739,"gmtModify":1703494254300,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a 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07:24","market":"hk","language":"zh","title":"Yimaitong has a winning rate of 5% for one lot, and 90 lots are subscribed to secure one lot","url":"https://stock-news.laohu8.com/highlight/detail?id=1126251044","media":"老虎资讯综合","summary":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位","content":"<p>July 14th,<a href=\"https://laohu8.com/S/02192\">Yimaitong</a>Announced that the company sold approximately 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been fixed at HK $27.20 per Offer Share in board lots of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(b)<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As Joint Sponsors, it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 500 shares per lot, and the winning rate of one lot is 5%. If you subscribe for 90 lots, you will secure one lot.</p><p>The head of Group B is 200,000 shares (400 lots), and 1,000 shares (2 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly oversubscribed, representing approximately 31.2 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were substantially oversubscribed. The company received a total of 626,195 valid applications to subscribe for a total of 9.188 billion Hong Kong Public Offer Shares, equivalent to approximately 592.41 times the total number of Hong Kong Public Offer Shares initially available for subscription in the Hong Kong Public Offering.</p><p>According to the Offer Price of HK $27.20 per share and the Cornerstone Investment Agreement, the Cornerstone Investors subscribed for a total of 62,784,500 Offer Shares, equivalent to approximately 9.10% of the issued share capital after the completion of the Global Offering (assuming that the over-allotment option is not exercised and the possibility of any shares issued upon the exercise of the share options granted or to be granted under the Share Option Scheme); And approximately 40.48% of the number of Offer Shares in the Global Offering (assuming that the Over-allotment Option is not exercised).</p><p>Based on the offer price of HK $27.20 per offer share, the company estimates that the net proceeds from the global offering will be approximately HK $4.001 billion. Among them, approximately 40% of the net proceeds are intended to be used to expand business in the next three to five years; About 30% is planned to be used to invest in technology and improve R&D capabilities in the next three to five years; Approximately 20% is intended for carefully selected strategic investment or acquisition opportunities; And approximately 10% is intended to be used for general supplementary working capital and other general corporate purposes.</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>Yimaitong has a winning rate of 5% for one lot, and 90 lots are subscribed to secure one lot</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\">\nYimaitong has a winning rate of 5% for one lot, and 90 lots are subscribed to secure one lot\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\">2021-07-14 07:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 14th,<a href=\"https://laohu8.com/S/02192\">Yimaitong</a>Announced that the company sold approximately 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been fixed at HK $27.20 per Offer Share in board lots of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(b)<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As Joint Sponsors, it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 500 shares per lot, and the winning rate of one lot is 5%. If you subscribe for 90 lots, you will secure one lot.</p><p>The head of Group B is 200,000 shares (400 lots), and 1,000 shares (2 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly oversubscribed, representing approximately 31.2 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were substantially oversubscribed. The company received a total of 626,195 valid applications to subscribe for a total of 9.188 billion Hong Kong Public Offer Shares, equivalent to approximately 592.41 times the total number of Hong Kong Public Offer Shares initially available for subscription in the Hong Kong Public Offering.</p><p>According to the Offer Price of HK $27.20 per share and the Cornerstone Investment Agreement, the Cornerstone Investors subscribed for a total of 62,784,500 Offer Shares, equivalent to approximately 9.10% of the issued share capital after the completion of the Global Offering (assuming that the over-allotment option is not exercised and the possibility of any shares issued upon the exercise of the share options granted or to be granted under the Share Option Scheme); And approximately 40.48% of the number of Offer Shares in the Global Offering (assuming that the Over-allotment Option is not exercised).</p><p>Based on the offer price of HK $27.20 per offer share, the company estimates that the net proceeds from the global offering will be approximately HK $4.001 billion. Among them, approximately 40% of the net proceeds are intended to be used to expand business in the next three to five years; About 30% is planned to be used to invest in technology and improve R&D capabilities in the next three to five years; Approximately 20% is intended for carefully selected strategic investment or acquisition opportunities; And approximately 10% is intended to be used for general supplementary working capital and other general corporate purposes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02192":"医脉通"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126251044","content_text":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位500股；高盛及海通国际为联席保荐人，预期股份将于2021年7月15日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手500股，一手中签率5%，认购90手稳中一手。\n乙组头为20万股（400手），获配1000股（2手）。\n\n国际发售初步提呈发售的发售股份获大幅超额认购，相当于国际发售初步可供认购发售股份总数约31.2倍。根据香港公开发售初步提呈发售的香港公开发售股份获大幅超额认购。公司合共接获626,195份有效申请，认购合共91.88亿股香港公开发售股份，相当于香港公开发售初步可供认购香港公开发售股份总数约592.41倍。\n根据发售价每股27.20港元及基石投资协议，基石投资者认购合共6278.45万股发售股份，相当于全球发售完成后已发行股本约9.10%(假设并无行使超额配股权且并无计及可能因根据购股权计划已授出或将授出的购股权获行使而发行的任何股份)；及全球发售的发售股份数目约40.48%(假设并无行使超额配股权)。\n按发售价每股发售股份27.20港元计算，公司估计自全球发售收取所得款项净额约40.01亿港元。其中，所得款项净额约40%拟用于在未来三至五年内扩展业务；约30%拟用于在未来三至五年内投资技术及提高研发能力；约20%拟用于精心挑选战略投资或收购机会；及约10%拟用作一般补充营运资金及其他一般企业用途。","news_type":1,"symbols_score_info":{"02192":0.9}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807224456,"gmtCreate":1628040043675,"gmtModify":1703500044309,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>goup","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>goup","text":"$Tiger Brokers(TIGR)$goup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807224456","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807226880,"gmtCreate":1628039891140,"gmtModify":1703500039125,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","text":"$Tiger Brokers(TIGR)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807226880","isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890471435,"gmtCreate":1628130856527,"gmtModify":1703501799145,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","text":"$Tiger Brokers(TIGR)$gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890471435","isVote":1,"tweetType":1,"viewCount":2626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805787588,"gmtCreate":1627907422944,"gmtModify":1703497603218,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;good investment?&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;good investment?&nbsp;","text":"$Tiger Brokers(TIGR)$ good investment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805787588","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806674097,"gmtCreate":1627655714419,"gmtModify":1703494269444,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Good?&nbsp;","listText":"Good?&nbsp;","text":"Good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806674097","repostId":"1116716571","repostType":4,"repost":{"id":"1116716571","kind":"news","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":1627653249,"share":"https://ttm.financial/m/news/1116716571?lang=en_US&edition=fundamental","pubTime":"2021-07-30 21:54","market":"us","language":"en","title":"Bullard: Fed should taper this fall, go \"fairly rapidly\" to end early 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1116716571","media":"Reuters","summary":"WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthl","content":"<p>WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthly bond purchases this fall and cut them \"fairly rapidly\" so the program ends in the first months of 2022 and paves the way for a rate increase that year if needed, St. Louis Federal Reserve president James Bullard said on Monday.</p>\n<p>\"This is all about moving the supertanker and nudging the supertanker in the right direction at the right time,\" Bullard said, arguing that the Fed is not well positioned right now to deal with a persistent inflation shock.</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>Bullard: Fed should taper this fall, go \"fairly rapidly\" to end early 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBullard: Fed should taper this fall, go \"fairly rapidly\" to end early 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-30 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthly bond purchases this fall and cut them \"fairly rapidly\" so the program ends in the first months of 2022 and paves the way for a rate increase that year if needed, St. Louis Federal Reserve president James Bullard said on Monday.</p>\n<p>\"This is all about moving the supertanker and nudging the supertanker in the right direction at the right time,\" Bullard said, arguing that the Fed is not well positioned right now to deal with a persistent inflation shock.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116716571","content_text":"WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthly bond purchases this fall and cut them \"fairly rapidly\" so the program ends in the first months of 2022 and paves the way for a rate increase that year if needed, St. Louis Federal Reserve president James Bullard said on Monday.\n\"This is all about moving the supertanker and nudging the supertanker in the right direction at the right time,\" Bullard said, arguing that the Fed is not well positioned right now to deal with a persistent inflation shock.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802165492,"gmtCreate":1627735968616,"gmtModify":1703495345307,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802165492","repostId":"1173075225","repostType":4,"repost":{"id":"1173075225","kind":"news","pubTimestamp":1627704977,"share":"https://ttm.financial/m/news/1173075225?lang=en_US&edition=fundamental","pubTime":"2021-07-31 12:16","market":"us","language":"en","title":"5 Best Dividend Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=1173075225","media":"US News","summary":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.That hints that gains could be tougher to score in the months ahea","content":"<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.</p>\n<p>That hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.</p>\n<p>If you're interested individend stocksright now, here are five that look particularly strong at the start of August:</p>\n<ul>\n <li>EPR Properties (ticker:EPR)</li>\n <li><a href=\"https://laohu8.com/S/NAVI\">Navient Corp</a>. (NAVI)</li>\n <li>Pfizer Inc. (PFE)</li>\n <li>Vedanta Ltd. (VEDL)</li>\n <li>Vistra Corp. (VST)</li>\n</ul>\n<p>[Sign up for stock news with our Invested newsletter.]</p>\n<p><b>EPR Properties (EPR)</b></p>\n<p><b>Dividend yield:</b>5.7%</p>\n<p>EPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.</p>\n<p><b>Navient Corp. (NAVI)</b></p>\n<p><b>Dividend yield:</b>3.2%</p>\n<p>Student loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&amp;P 500, even after that run.</p>\n<p><b>Pfizer Inc. (PFE)</b></p>\n<p><b>Dividend yield:</b>3.6%</p>\n<p>Big Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.</p>\n<p><b>Vedanta Ltd. (VEDL)</b></p>\n<p><b>Dividend yield:</b>5.1%</p>\n<p>Vedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.</p>\n<p><b>Vistra Corp. (VST)</b></p>\n<p><b>Dividend yield:</b>3.1%</p>\n<p>A Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.</p>","source":"lsy1627705648360","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>5 Best Dividend Stocks to Buy in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Best Dividend Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html><strong>US News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","VST":"Vistra Energy Corp.","VEDL":"Vedanta  Limited","NAVI":"Navient Corp","EPR":"EPR不动产"},"source_url":"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173075225","content_text":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.\nThat hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.\nIf you're interested individend stocksright now, here are five that look particularly strong at the start of August:\n\nEPR Properties (ticker:EPR)\nNavient Corp. (NAVI)\nPfizer Inc. (PFE)\nVedanta Ltd. (VEDL)\nVistra Corp. (VST)\n\n[Sign up for stock news with our Invested newsletter.]\nEPR Properties (EPR)\nDividend yield:5.7%\nEPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.\nNavient Corp. (NAVI)\nDividend yield:3.2%\nStudent loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&P 500, even after that run.\nPfizer Inc. (PFE)\nDividend yield:3.6%\nBig Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains one of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.\nVedanta Ltd. (VEDL)\nDividend yield:5.1%\nVedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.\nVistra Corp. (VST)\nDividend yield:3.1%\nA Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.","news_type":1,"symbols_score_info":{"BOTB.UK":0.9,"VEDL":0.9,"NAVI":0.9,"EPR":0.9,"VST":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806678005,"gmtCreate":1627655559107,"gmtModify":1703494264014,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806678005","repostId":"2155815630","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801913048,"gmtCreate":1627479131484,"gmtModify":1703490735651,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a 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to hear","listText":"Good to hear","text":"Good to hear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175293434","repostId":"1176974708","repostType":4,"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808123228,"gmtCreate":1627565935564,"gmtModify":1703492482947,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hobovo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hobovo","text":"$Tiger Brokers(TIGR)$hobovo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808123228","isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174362277,"gmtCreate":1627080259899,"gmtModify":1703483764031,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174362277","repostId":"2153984780","repostType":4,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178202580,"gmtCreate":1626822202240,"gmtModify":1703765691577,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178202580","repostId":"2152969660","repostType":4,"repost":{"id":"2152969660","kind":"news","pubTimestamp":1626792380,"share":"https://ttm.financial/m/news/2152969660?lang=en_US&edition=fundamental","pubTime":"2021-07-20 22:46","market":"us","language":"zh","title":"UBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2152969660","media":"智通财经","summary":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息","content":"<p>That's despite the 10-year U.S. Treasury Bond yield falling below 1.2%. But<a href=\"https://laohu8.com/S/UBS\">UBS</a>Believes that investors should not sell cyclical stocks just yet.</p><p>Mark Haefele, chief investment officer at UBS, said that several factors are driving the recent decline in yields: \"1) High inflation rates may force the Fed to rate hike prematurely, thereby inhibiting future growth; 2) Concerns that the spread of the Delta variant of the virus may undermine the global economic recovery; 3) Concerns about policy changes and slowing growth momentum could undermine people's confidence in China.\"</p><p>But Haefele believes concerns about the Fed and the Delta variant of the virus are overdone. \"We don't think near-term inflation will force policymakers to tighten excessively, and the Fed's employment criteria are still missing.\" \"While the Delta variant of the virus may mean a more uneven global economic recovery, with some emerging market economies reopening at a slower pace than the U.S. and Europe, vaccines appear to be effective at reducing the healthcare burden, and we expect governments to increasingly focus on rising case numbers.\"</p><p>Haefele added that there is still room for growth in reflation trades thanks to strong consumer balance sheets and expected 40% earnings growth for S&P 500 companies in 2021.</p><p>UBS remains bullish on energy and financial stocks, as well as emerging market stocks.</p><p>While the market may have avoided a sharp sell-off, trading appeared to be volatile throughout the summer, according to DataTrek Research. The chart below indicates that volatility rose again in August and late August.</p><p><img src=\"https://static.tigerbbs.com/075790c08ed2570480c8120dc7c71fb0\" tg-width=\"1019\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">At the same time, the latest survey by Bank of America Securities shows that the bank's clients do not intend to abandon reflation trading. They bought sectors that were particularly hard hit by Monday's sell-off last week. Overall, the bank's clients sold net shares for the fourth consecutive week. The $2 billion net sale was the largest net sale in five weeks.</p><p>While interest rates continued to be subdued this week, the financial sector saw its largest inflow since March 2020. Clients of BofA Securities also bought industrials, energy and materials stocks. Money continues to pull out of growth and IT stocks at a record rate.</p><p>Bank of America Securities with Jill Carey</p><p>Strategists led by Hall wrote in a research note: \"Clients bought mid-cap stocks last week, with inflows into mid-cap stocks hitting a record (since 2008) and inflows into small-cap stocks hitting a record high since October 2020.\" \"Our clients continue to favor small cap stocks over large cap stocks.\"</p><p><img src=\"https://static.tigerbbs.com/afaaf4e79acbb67c13fb254bbf0c0092\" tg-width=\"734\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"Contrary to recent trends, clients are buying a single stock for the first time in more than two months and selling an ETF for the first time in nearly three months,\" Hall added.</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-07-20 22:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>That's despite the 10-year U.S. Treasury Bond yield falling below 1.2%. But<a href=\"https://laohu8.com/S/UBS\">UBS</a>Believes that investors should not sell cyclical stocks just yet.</p><p>Mark Haefele, chief investment officer at UBS, said that several factors are driving the recent decline in yields: \"1) High inflation rates may force the Fed to rate hike prematurely, thereby inhibiting future growth; 2) Concerns that the spread of the Delta variant of the virus may undermine the global economic recovery; 3) Concerns about policy changes and slowing growth momentum could undermine people's confidence in China.\"</p><p>But Haefele believes concerns about the Fed and the Delta variant of the virus are overdone. \"We don't think near-term inflation will force policymakers to tighten excessively, and the Fed's employment criteria are still missing.\" \"While the Delta variant of the virus may mean a more uneven global economic recovery, with some emerging market economies reopening at a slower pace than the U.S. and Europe, vaccines appear to be effective at reducing the healthcare burden, and we expect governments to increasingly focus on rising case numbers.\"</p><p>Haefele added that there is still room for growth in reflation trades thanks to strong consumer balance sheets and expected 40% earnings growth for S&P 500 companies in 2021.</p><p>UBS remains bullish on energy and financial stocks, as well as emerging market stocks.</p><p>While the market may have avoided a sharp sell-off, trading appeared to be volatile throughout the summer, according to DataTrek Research. The chart below indicates that volatility rose again in August and late August.</p><p><img src=\"https://static.tigerbbs.com/075790c08ed2570480c8120dc7c71fb0\" tg-width=\"1019\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">At the same time, the latest survey by Bank of America Securities shows that the bank's clients do not intend to abandon reflation trading. They bought sectors that were particularly hard hit by Monday's sell-off last week. Overall, the bank's clients sold net shares for the fourth consecutive week. The $2 billion net sale was the largest net sale in five weeks.</p><p>While interest rates continued to be subdued this week, the financial sector saw its largest inflow since March 2020. Clients of BofA Securities also bought industrials, energy and materials stocks. Money continues to pull out of growth and IT stocks at a record rate.</p><p>Bank of America Securities with Jill Carey</p><p>Strategists led by Hall wrote in a research note: \"Clients bought mid-cap stocks last week, with inflows into mid-cap stocks hitting a record (since 2008) and inflows into small-cap stocks hitting a record high since October 2020.\" \"Our clients continue to favor small cap stocks over large cap stocks.\"</p><p><img src=\"https://static.tigerbbs.com/afaaf4e79acbb67c13fb254bbf0c0092\" tg-width=\"734\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"Contrary to recent trends, clients are buying a single stock for the first time in more than two months and selling an ETF for the first time in nearly three months,\" Hall added.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/517973.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"UBS":"瑞银"},"source_url":"http://www.zhitongcaijing.com/content/detail/517973.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152969660","content_text":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧有些过头了。“我们不认为近期通胀会迫使政策制定者过度紧缩，而美联储的就业标准仍未达到。”“尽管Delta变种病毒可能意味着全球经济复苏更加不均衡，一些新兴市场经济体重新开放的步伐比美国和欧洲要慢，但疫苗似乎在减轻医疗负担方面有效，我们预计各国政府将越来越多地关注不断上升的病例数字。”\nHaefele补充说，由于强劲的消费者资产负债表和标普500指数公司2021年预期40%收益增长，通货再膨胀交易仍有增长空间。\n瑞银目前仍然看好能源股和金融股，以及新兴市场股票。\n根据 DataTrek Research 的数据，虽然市场可能避免大幅抛售，但整个夏季的交易似乎都在波动。下图表明波动性在8月和8月下旬再次上升。\n同时美银证券的最新调查显示，该行的客户不打算放弃通货再膨胀交易，他们上周买入了在周一的抛售中受到特别沉重打击的板块。总体而言，该行的客户连续第四周净卖出股票。20亿美元的净卖出额是5周以来最大的净卖出额。\n尽管本周利率继续低迷，但金融板块出现了自2020年3月以来最大的资金流入。美银证券的客户还购买了工业股、能源股和材料股。资金继续以创纪录的速度撤出成长性和IT类股票。\n美银证券以Jill Carey \nHall为首的策略师在一份研究报告中写道:“客户买入上周中盘股，流入中盘股的资金创下纪录(自2008年以来)，流入小型股的资金创下2020年10月以来的最高纪录，卖出大型股的资金创下1月中旬以来的最高纪录。”“我们的客户继续青睐小型股，而非大型股。”\n\n霍尔补充称，“与近期趋势相反，客户在两个多月来首次买入单一股票，近三个月来首次卖出ETF。”","news_type":1,"symbols_score_info":{"UBS":0.9}},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175098594,"gmtCreate":1626997775518,"gmtModify":1703481993053,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175098594","repostId":"1178083534","repostType":4,"repost":{"id":"1178083534","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":1626991424,"share":"https://ttm.financial/m/news/1178083534?lang=en_US&edition=fundamental","pubTime":"2021-07-23 06:03","market":"hk","language":"zh","title":"Intel's second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down","url":"https://stock-news.laohu8.com/highlight/detail?id=1178083534","media":"老虎资讯综合","summary":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于","content":"<p>After the U.S. stock market closed on Thursday, July 22, Eastern Time, the largest U.S. chip manufacturer by revenue<a href=\"https://laohu8.com/S/INTC\">Intel</a>Released the financial report for the second quarter of fiscal year 2021. Despite the positive second-quarter financial report and the guidance provided for the next quarter and full-year, Intel once rose by more than 3% after hours, and then turned down and fell by more than 2%. This may be due to the fact that the closely watched data center revenue is still down 9% year-on-year, and the expected third-quarter revenue is slightly lower than expected.</p><p>Some analysts also said that the adjusted non-GAAP financial report data was \"just in line with market expectations\" and did not provide too many surprises to boost the stock price. After all, Intel is still stuck in the \"quagmire\" of production bottlenecks and delayed release of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday at less than $56, falling from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit in the second quarter increased year-on-year, and the market originally expected a decline, raising the full-year revenue guidance to year-on-year growth</b></p><p>The financial report shows that Intel's adjusted quarterly revenue was US $18.5 billion, a year-on-year increase of 2%, and US $700 million more than the company's previously issued official guidance. This is equivalent to Intel's revenue exceeding expectations for ten consecutive quarters. The market once thought that adjusted revenue was US $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>The unadjusted quarterly revenue was US $19.6 billion, a slight decrease of 0.6% year-on-year. Some commentators said that Intel sold its flash memory manufacturing business to SK Hynix last year, and this part of the revenue is usually stripped from the financial report analysis.</p><p>Adjusted quarterly EPS of $1.28 per share also exceeded the company's official guidance by $0.23 and increased 4% year-over-year. The market had expected $1.07, representing a 13% decline from $1.23 a year earlier.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel said that in addition to revenue and EPS exceeding official guidance, gross profit margin was also better than previously expected to 59.2%, a year-on-year increase of nearly 3%, and recorded a record second-quarter personal computer PC business revenue and<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Division revenue.</p><p>The company also raised its full-year earnings guidance for fiscal year 2021, expecting revenue under GAAP to be US $77.6 billion, compared with the company's previous estimate of US $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, the company previously expected $72.5 billion, and analysts expected $73.1 billion, which also represents year-on-year growth</b>。 It expects EPS under GAAP to be $4.09 per share and non-GAAP EPS to be $4.80 per share. The latter company previously expected $4.60 and analysts expected $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the company expects adjusted EPS in the third quarter to be earnings per share of US $1.10, which is also higher than analysts' expectations of US $1.08; Revenue in the third quarter is expected to be US $19.1 billion, and adjusted revenue will be approximately US $18.2 billion, slightly lower than analysts' expectations of US $18.27 billion.</p><p>Pat Gelsinger, CEO of Intel, who pushed for the development of chip foundry manufacturing business after taking up his new post in February this year, said that the second-quarter results showed that the company's momentum was gaining and its execution was improving. The digitalization process in various industries continues to accelerate, creating huge growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this is the beginning of a ten-year growth period for the entire semiconductor industry.\"</p><p><b>PC and Mobileye businesses hit the highest revenue in the second quarter, but data center revenue continues to decline year-on-year</b></p><p><b>In terms of business,</b>Intel's Client Computing Division (CCG), which includes personal computer chips, was US $10.1 billion, a year-on-year increase of 6%, a record high in the second quarter and higher than market expectations of about US $10 billion. Last year, it increased by 8% year-on-year and hit a record high, significantly benefiting from the demand for home office and remote classes under the COVID-19 pandemic.</p><p>Data Center Division (DCG), which focuses on providing chips for cloud computing and server manufacturers, had revenue of US $6.5 billion, a year-on-year decrease of 9% and a month-on-month increase of 16%, better than market expectations of approximately US $5.9 billion or a year-on-year decrease of 18%. Last year, it increased by 11% year-on-year to a new high.</p><p>The analysis pointed out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Against the backdrop of a surge in pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center outlook and market share are dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chip GPUs, is entering data center CPUs. Last year, it surpassed Intel to become the most valuable chip manufacturer in the United States. In April this year, when Intel disclosed that data center revenue in the first quarter plummeted by 20% year-on-year and AMD's similar business doubled, Intel fell by more than 9% after hours, and its stock price has fallen by 14% since the release of the first quarter report.</p><p>In the Internet of Things business unit, the Internet of Things Group (IOTG) 's revenue in the second quarter was US $984 million, a year-on-year surge of 47%, and the market expected it to be US $9; Mobileye, an artificial intelligence-based autonomous driving business, doubled its quarterly revenue and surged 124%, hitting a record high of US $327 million in the second quarter, but it was lower than the US $360 million expected by some analysts. Mobileye's revenue increased by 10% year-on-year to a new high last year.</p><p>In addition, the revenue of the Non-Volatile Storage Solutions Division (NSG) in the second quarter was US $1.1 billion, a year-on-year decrease of 34%, but higher than analysts' expectations of US $690 million. Last year, it increased by 23% year-on-year to a record high. The revenue of the Programmable Solutions Division (PSG) was US $486 million, a year-on-year decrease of 3%.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel said,<b>Overall second-quarter revenue exceeded guidance provided by the company in April, mainly driven by continued strength in the PC CCG segment and strong recovery in the enterprise segments in the Internet of Things (IOTG) and Data Center segments (DCG)</b>, PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids to provide full life cycle technical support for more devices.</p><p><b>Intel stock performs far underperforming competitors as market focuses on expansion and transformation plans under new CEO</b></p><p>In terms of stock price performance, if today's after-hours downward trend continues, it is equivalent to Intel's three after-hours declines after the release of financial reports in the past four quarters. Its stock price fell by more than 12% in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which accommodates it as one of the constituent stocks, rose by 4.6%, the S&P 500 Index rose by more than 8%, the Nasdaq Index, which is mostly technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the epidemic has pushed up the demand for chips in cars, laptops and game consoles, the stock prices of most chip manufacturers have soared in the past 12 months. Intel has fallen by more than 9% instead of rising, and competitor Nvidia has risen by more than 80%., AMD rose more than 50%. This is mainly due to Wall Street's short-term bearish view of Intel, which has hurt its stock price due to production mistakes and losing market share to competitors.</p><p>Looking ahead, the market will pay close attention to the transformation strategy given by Intel's management, and CEO Gelsinger is expected to announce more details later this month.</p><p>On the one hand, data center revenue continues to decline year-on-year, which means that Intel continues to lose market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales. Gelsinger once believed that the shortage would last beyond 2022.<b>Company executives said on the earnings conference call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take 1-2 years for the chip industry to fully restore production capacity.\"</b></p><p>Earlier this year, Gelsinger announced that it would create a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansion in the United States and overseas is also in the planning stage. Companies may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, some media said that Intel was considering acquiring GlobalFoundries, the world's fourth largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for about US $30 billion. If reached, it will be the largest acquisition in the company's history, and Intel will also become a full-stack supplier in the chip field, not only chips on PCs, but also key fields such as 5G, Internet of Things, and electric vehicles.</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>Intel's second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel's second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down\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\">2021-07-23 06:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on Thursday, July 22, Eastern Time, the largest U.S. chip manufacturer by revenue<a href=\"https://laohu8.com/S/INTC\">Intel</a>Released the financial report for the second quarter of fiscal year 2021. Despite the positive second-quarter financial report and the guidance provided for the next quarter and full-year, Intel once rose by more than 3% after hours, and then turned down and fell by more than 2%. This may be due to the fact that the closely watched data center revenue is still down 9% year-on-year, and the expected third-quarter revenue is slightly lower than expected.</p><p>Some analysts also said that the adjusted non-GAAP financial report data was \"just in line with market expectations\" and did not provide too many surprises to boost the stock price. After all, Intel is still stuck in the \"quagmire\" of production bottlenecks and delayed release of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday at less than $56, falling from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit in the second quarter increased year-on-year, and the market originally expected a decline, raising the full-year revenue guidance to year-on-year growth</b></p><p>The financial report shows that Intel's adjusted quarterly revenue was US $18.5 billion, a year-on-year increase of 2%, and US $700 million more than the company's previously issued official guidance. This is equivalent to Intel's revenue exceeding expectations for ten consecutive quarters. The market once thought that adjusted revenue was US $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>The unadjusted quarterly revenue was US $19.6 billion, a slight decrease of 0.6% year-on-year. Some commentators said that Intel sold its flash memory manufacturing business to SK Hynix last year, and this part of the revenue is usually stripped from the financial report analysis.</p><p>Adjusted quarterly EPS of $1.28 per share also exceeded the company's official guidance by $0.23 and increased 4% year-over-year. The market had expected $1.07, representing a 13% decline from $1.23 a year earlier.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel said that in addition to revenue and EPS exceeding official guidance, gross profit margin was also better than previously expected to 59.2%, a year-on-year increase of nearly 3%, and recorded a record second-quarter personal computer PC business revenue and<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Division revenue.</p><p>The company also raised its full-year earnings guidance for fiscal year 2021, expecting revenue under GAAP to be US $77.6 billion, compared with the company's previous estimate of US $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, the company previously expected $72.5 billion, and analysts expected $73.1 billion, which also represents year-on-year growth</b>。 It expects EPS under GAAP to be $4.09 per share and non-GAAP EPS to be $4.80 per share. The latter company previously expected $4.60 and analysts expected $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the company expects adjusted EPS in the third quarter to be earnings per share of US $1.10, which is also higher than analysts' expectations of US $1.08; Revenue in the third quarter is expected to be US $19.1 billion, and adjusted revenue will be approximately US $18.2 billion, slightly lower than analysts' expectations of US $18.27 billion.</p><p>Pat Gelsinger, CEO of Intel, who pushed for the development of chip foundry manufacturing business after taking up his new post in February this year, said that the second-quarter results showed that the company's momentum was gaining and its execution was improving. The digitalization process in various industries continues to accelerate, creating huge growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this is the beginning of a ten-year growth period for the entire semiconductor industry.\"</p><p><b>PC and Mobileye businesses hit the highest revenue in the second quarter, but data center revenue continues to decline year-on-year</b></p><p><b>In terms of business,</b>Intel's Client Computing Division (CCG), which includes personal computer chips, was US $10.1 billion, a year-on-year increase of 6%, a record high in the second quarter and higher than market expectations of about US $10 billion. Last year, it increased by 8% year-on-year and hit a record high, significantly benefiting from the demand for home office and remote classes under the COVID-19 pandemic.</p><p>Data Center Division (DCG), which focuses on providing chips for cloud computing and server manufacturers, had revenue of US $6.5 billion, a year-on-year decrease of 9% and a month-on-month increase of 16%, better than market expectations of approximately US $5.9 billion or a year-on-year decrease of 18%. Last year, it increased by 11% year-on-year to a new high.</p><p>The analysis pointed out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Against the backdrop of a surge in pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center outlook and market share are dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chip GPUs, is entering data center CPUs. Last year, it surpassed Intel to become the most valuable chip manufacturer in the United States. In April this year, when Intel disclosed that data center revenue in the first quarter plummeted by 20% year-on-year and AMD's similar business doubled, Intel fell by more than 9% after hours, and its stock price has fallen by 14% since the release of the first quarter report.</p><p>In the Internet of Things business unit, the Internet of Things Group (IOTG) 's revenue in the second quarter was US $984 million, a year-on-year surge of 47%, and the market expected it to be US $9; Mobileye, an artificial intelligence-based autonomous driving business, doubled its quarterly revenue and surged 124%, hitting a record high of US $327 million in the second quarter, but it was lower than the US $360 million expected by some analysts. Mobileye's revenue increased by 10% year-on-year to a new high last year.</p><p>In addition, the revenue of the Non-Volatile Storage Solutions Division (NSG) in the second quarter was US $1.1 billion, a year-on-year decrease of 34%, but higher than analysts' expectations of US $690 million. Last year, it increased by 23% year-on-year to a record high. The revenue of the Programmable Solutions Division (PSG) was US $486 million, a year-on-year decrease of 3%.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel said,<b>Overall second-quarter revenue exceeded guidance provided by the company in April, mainly driven by continued strength in the PC CCG segment and strong recovery in the enterprise segments in the Internet of Things (IOTG) and Data Center segments (DCG)</b>, PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids to provide full life cycle technical support for more devices.</p><p><b>Intel stock performs far underperforming competitors as market focuses on expansion and transformation plans under new CEO</b></p><p>In terms of stock price performance, if today's after-hours downward trend continues, it is equivalent to Intel's three after-hours declines after the release of financial reports in the past four quarters. Its stock price fell by more than 12% in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which accommodates it as one of the constituent stocks, rose by 4.6%, the S&P 500 Index rose by more than 8%, the Nasdaq Index, which is mostly technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the epidemic has pushed up the demand for chips in cars, laptops and game consoles, the stock prices of most chip manufacturers have soared in the past 12 months. Intel has fallen by more than 9% instead of rising, and competitor Nvidia has risen by more than 80%., AMD rose more than 50%. This is mainly due to Wall Street's short-term bearish view of Intel, which has hurt its stock price due to production mistakes and losing market share to competitors.</p><p>Looking ahead, the market will pay close attention to the transformation strategy given by Intel's management, and CEO Gelsinger is expected to announce more details later this month.</p><p>On the one hand, data center revenue continues to decline year-on-year, which means that Intel continues to lose market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales. Gelsinger once believed that the shortage would last beyond 2022.<b>Company executives said on the earnings conference call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take 1-2 years for the chip industry to fully restore production capacity.\"</b></p><p>Earlier this year, Gelsinger announced that it would create a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansion in the United States and overseas is also in the planning stage. Companies may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, some media said that Intel was considering acquiring GlobalFoundries, the world's fourth largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for about US $30 billion. If reached, it will be the largest acquisition in the company's history, and Intel will also become a full-stack supplier in the chip field, not only chips on PCs, but also key fields such as 5G, Internet of Things, and electric vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178083534","content_text":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于备受关注的数据中心收入仍同比下跌9%，以及三季度预期营收略跌于预期。\n也有分析称，经调整后非GAAP的财报数据“只是符合市场预期”，没有提供太多的惊喜来提振股价，毕竟英特尔当前还陷在生产瓶颈和下一代先进制程产品延迟发布的“泥沼”中。\n英特尔周四收跌0.5%，报收不足56美元，从一周新高回落。二季度营收和盈利均同比增长，市场原本预期下滑，提升全年营收指引至同比增长\n财报显示，英特尔经调整后的季度营收为185亿美元，同比增长2%，也比公司此前发布的官方指引多出7亿美元。这等于英特尔连续十个季度营收超预期，市场曾认为调整后营收为178亿美元，代表同比下滑近2%。\n而未调整前的季度营收为196亿美元，同比微跌0.6%。有评论称，英特尔去年出售其闪存制造业务给韩国的SK海力士，这部分收入通常从财报分析中剥离。\n经调整后的季度EPS为每股收益1.28美元，也比公司的官方指引高出0.23美元，同比增长4%。市场曾预期为1.07美元，代表较去年同期的1.23美元下跌13%。英特尔表示，除了营收和EPS超出官方指引，毛利率也好于此前预期至59.2%，同比上升近3%，并录得创纪录的二季度个人电脑PC业务收入和Mobileye部门收入。\n公司还提升2021财年全年的盈利指引，预计GAAP项下的营收为776亿美元，此前公司预计为770亿美元。预计非GAAP的营收为735亿美元，公司此前预计为725亿美元，分析师预期为731亿美元，这也代表将实现同比增长。预计GAAP项下的EPS为每股收益4.09美元，非GAAP的EPS为每股收益4.80美元，后者公司此前预计为4.60美元，分析师预期为4.62美元。\n同时，公司预计三季度调整后EPS为每股收益1.10美元，同样高于分析师预期的1.08美元；预计三季度营收191亿美元，调整后营收约为182亿美元，略低于分析师预期的182.7亿美元。\n今年2月履新后力推开拓芯片代工制造业务的英特尔首席执行官Pat Gelsinger表示，二季度业绩表明公司势头正在增强、执行力正在提高。各行各业的数字化进程继续加速，为英特尔及其客户在核心和新兴业务领域创造了巨大的增长机会，“相信这是整个半导体行业十年增长期的开始。”\n个人电脑和Mobileye业务创二季度营收最高，但数据中心收入持续同比下滑\n分业务来看，包括个人电脑芯片在内的英特尔客户端计算事业部（CCG）101亿美元，同比增长6%，创二季度新高纪录，也高于市场预期的约100亿美元。去年全年曾同比增8%并创历史最高，显著受益于新冠疫情下的居家办公和远程上课需求。\n专注为云计算和服务器制造商提供芯片的数据中心事业部（DCG）营收65亿美元，同比下跌9%，环比增长16%，好于市场预期的约59亿美元或同比下降18%。去年全年同比增11%至新高。\n分析指出，在来自竞争对手AMD和英伟达的压力激增，以及令人担忧的先进制程芯片产品不断延迟发布的背景下，投资者密切关注英特尔的数据中心前景和市场份额是否受到拖累。\n当前，专门设计图形处理芯片GPU的英伟达正在进军数据中心CPU，去年超过英特尔成为美国市值最高的芯片商。而在今年4月，当英特尔披露一季度数据中心营收同比骤降20%、AMD的同类业务翻倍时，英特尔曾盘后跌超9%，而且一季报发布至今股价累跌14%。\n在物联网业务部中，物联网集团（IOTG）二季度营收9.84亿美元，同比激增47%，市场预期为9美元；基于人工智能的自动驾驶业务Mobileye季度营收翻倍激增124%，创史上二季度最高至3.27亿美元，但低于部分分析师预期的3.6亿美元，Mobileye营收去年曾同比增10%至新高。\n此外，非易失性存储解决方案事业部（NSG）二季度营收11亿美元，同比下跌34%，但高于分析师预期的6.9亿美元，去年曾同比增23%至历史最高。可编程解决方案事业部（PSG）营收4.86亿美元，同比下跌3%。\n\n英特尔表示，二季度整体营收超过公司4月提供的指引，主要由个人电脑CCG部门的持续强劲，以及物联网事业部（IOTG）和数据中心事业部（DCG）中的企业部门强劲复苏推动，当季PC平台销量同比增长 33%，Mobileye 获得 10 个额外的设计中标，为更多设备提供全生命周期技术支持。\n英特尔股价表现远逊于竞争对手，市场聚焦新CEO领导下的扩产和转型计划\n在股价表现方面，今日盘后转跌的态势如果延续，等于英特尔在过去四份季度财报发布后有三次盘后下跌。其股价今年二季度整体跌超12%，同期容纳其作为成分股之一的道指累涨4.6%、标普500指数累涨逾8%、科技股居多的纳指累涨9.5%，费城半导体指数累涨超7%。\n统计显示，由于疫情推升了汽车、笔记本电脑和游戏机中的芯片需求，过去12个月大部分芯片制造商股价飙升，英特尔不升反降了逾9%，竞争对手英伟达则涨超80%，AMD涨超50%。这主要是由于华尔街对英特尔短期内看跌，令其股价因生产失误和市场份额输给竞争对手而受到伤害。\n展望未来，市场将密切关注英特尔管理层给出的转型战略，CEO Gelsinger预计在本月晚些时候公布更多细节。\n一方面，数据中心收入持续同比下降，代表英特尔不断输掉市场份额，甚至输掉技术领先能力。同时，芯片短缺也会拖累其销售，Gelsinger曾认为短缺会持续到2022年以后。公司高管在财报电话会上称：“芯片短缺问题料将在今年下半年见底，但芯片行业完全恢复产能还需1-2年。”\n今年年初，Gelsinger曾宣布将创建一个价值200亿美元的新代工业务，为其他公司制造芯片，美国和海外的额外产能扩张也处于规划阶段。公司还可能受益于美国国会与拜登政府筹划的增强国内芯片制造能力的拨款法案。\n上周有媒体称，英特尔正考虑从阿布扎比政府主权财富基金手中以约300亿美元，收购全球第四大芯片代工厂GlobalFoundries。如果达成将是公司史上最大的一笔收购，英特尔也会变成芯片领域的全栈供应商，不仅仅是PC上的芯片，还包括5G、物联网、电动汽车等关键领域。","news_type":1,"symbols_score_info":{"09086":0.9,"03086":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145635212,"gmtCreate":1626220695636,"gmtModify":1703755665441,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Jiayou&nbsp;","listText":"Jiayou&nbsp;","text":"Jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145635212","repostId":"1152754781","repostType":4,"repost":{"id":"1152754781","kind":"news","weMediaInfo":{"introduction":"市场策略研究、热点问题观察、分享最新观点：美国与海外市场、H股、及中概股市场","home_visible":1,"media_name":"Kevin策略研究","id":"1090746012","head_image":"https://static.tigerbbs.com/54c3f16355434883aa8d30b4dc5a7d90"},"pubTimestamp":1626220194,"share":"https://ttm.financial/m/news/1152754781?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:49","market":"us","language":"zh","title":"CICC: Inflation that exceeds expectations VS a relatively \"calm\" market","url":"https://stock-news.laohu8.com/highlight/detail?id=1152754781","media":"Kevin策略研究","summary":"事件\n隔夜披露的美国6月CPI同比5.4%和环比0.9%，均大幅超出市场预期且高于5月份的5%和0.8%。\n不过美股和美债市场在数据公布后一度较为淡定，午盘后从高位的回调，10年美债利率也明显跳升至1","content":"<p><b>incident</b></p><p>The U.S. CPI in June disclosed overnight was 5.4% year-on-year and 0.9% month-on-month, both significantly exceeding market expectations and higher than the 5% and 0.8% in May.</p><p>However, the U.S. stock and U.S. bond markets were relatively calm after the data was released. After midday, they pulled back from their highs, and the 10-year US Treasury yields also jumped significantly to more than 1.4%. Investors are more concerned about the driving force behind this inflation data and the potential impact on future monetary policy and market trends. Our comments are as follows for your reference.</p><p><b>brief comment</b></p><p><b>i. First of all, look at the inflation data itself. The June data greatly exceeded expectations</b>。</p><p>Since May was a low base year-on-year last year, the market generally expects that inflation in June will fall slightly from the May high under the normal month-on-month growth rate (market expectation is 4.5%), but the actual month-on-month growth rate of 0.9% will be June. The monthly CPI pushed to a high of 5.4% year-on-year. It has to be said that from a month-on-month perspective, on the basis of 0.8% month-on-month in May, it further climbed to 0.9% in September. This increase is very significant. You must know that the long-term historical average CPI of the United States is only about 0.2% month-on-month.</p><p><b>Used cars and travel-related services are still the most important contributors.</b></p><p>Second-hand car prices jumped 10.5% month-on-month in June, contributing one-third of the month-on-month CPI growth rate in June. Supply constraints caused by factors such as lack of chips are still the main bottleneck. In addition, services related to travel demand after the recovery and opening of the epidemic, such as air tickets and hotels, have also increased significantly. For example, the price of air tickets in June was 2.7% month-on-month (7% in May), which is consistent with our weekly report on the epidemic and resumption of work. The tracking of the progress of the opening up of the United States and the expectation of further release of service demand under the full opening of the United States are basically consistent. In fact, the number of TSA security inspections in the United States has continued to rise in recent months, once approaching the level of 2019.</p><p><img src=\"https://static.tigerbbs.com/b78dad6f45ddba2d7771eba2fbaa8436\" tg-width=\"654\" tg-height=\"417\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/14c5b3010be06cd69cffd413b57e73fc\" tg-width=\"839\" tg-height=\"447\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2105cfd79eccea5b6fee83c4e1ff5623\" tg-width=\"955\" tg-height=\"587\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d5e29fa7e5002de3cd06c0bc267bcef2\" tg-width=\"645\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p><b>ii. Secondly, in terms of market reaction, the U.S. stock market and U.S. bond markets were relatively calm at first after the data was released, and volatility increased after midday. Such exaggerated price data makes the market think it is unsustainable.</b></p><p>After the CPI inflation data was released in early trading, the U.S. stock market and the U.S. bond market were basically \"unmoved\". The 10-year US Treasury yields rose and fell, while the Nasdaq index also rose open low, but continued to rise. We believe that this is in addition to the first batch of banks to disclose their performance during the second quarter performance period of the US stock market (such as<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, JP Morgan, etc.) were generally significantly better than expected,<b>It may also indicate that investors generally believe that such \"exaggerated\" data is unsustainable</b>(such as a whopping 45% year-over-year increase in used car prices).</p><p>However, this situation turned sharply after midday. The results of the 30-year Treasury Bond auction of the Ministry of Finance were obviously weak, pushing Treasury Bond interest rates generally higher, and the 10-year U.S. bond also jumped ~ 6bp to 1.42%, which in turn induced the volatility of the U.S. stock market, especially the Nasdaq.</p><p><img src=\"https://static.tigerbbs.com/4033d1050d022a0902f6d98afd63aaed\" tg-width=\"714\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p><p><b>iii. Third, looking forward, the unexpected inflation data in June partially changed the future inflation path, and service prices remain the focus of attention.</b></p><p>Such a high month-on-month growth rate in June partially changed the inflation trend that we originally expected to fall marginally from the year-on-year high in May (according to the current path, even a month-on-month growth rate of 0.2% will exceed the current level year-on-year at the end of the year).<b>If the subsequent month-on-month level remains very high, then the hike in U.S. inflation in the fourth quarter will be very obvious</b>，<b>It will also increase the intensity of monetary policy tightening at that time, or at least the expected intensity.</b>Although the inventory and supply bottleneck of some commodities, such as used cars, is still difficult to completely alleviate in the short term, considering the trend of trade-off of service consumption and commodity consumption, we believe that service prices should still be the main focus.</p><p><img src=\"https://static.tigerbbs.com/460d79908b7593ee2cbfab9a9db82b84\" tg-width=\"724\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p><b>However, whether the pace of the Federal Reserve's monetary policy launch will be changed immediately in the short term, we think it is in between. In other words, short-term prices are already like this, and the need for immediate action depends largely on how the Fed judges</b>。 For example, if the price of used cars, which is the largest driver, is excluded, the month-on-month price will drop to about 0.6%, and the year-on-year level will also be lower than the level in May.</p><p>Therefore, from a market perspective, Powell's hearing on the semi-annual monetary policy report in Congress on Thursday and Friday and the FOMC meeting at the end of July will be the key for the market to find clues about the Fed's stance.<b>Before that, we temporarily maintain the path judgment of hinting from August to September and starting reduction at the end of the year</b>At the same time, the second quarter performance period of the US stock market will also be the focus of attention in the next few weeks.<b>We expect strong performance against the backdrop of low base and growth recovery</b>。</p><p><img src=\"https://static.tigerbbs.com/1940c2537b12301acc9870ee2983c569\" tg-width=\"669\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/30ffa9d3c58899cb09bbd9df10db672b\" tg-width=\"652\" tg-height=\"393\" 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>CICC: Inflation that exceeds expectations VS a relatively \"calm\" market</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\">\nCICC: Inflation that exceeds expectations VS a relatively \"calm\" market\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1090746012\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/54c3f16355434883aa8d30b4dc5a7d90);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Kevin策略研究 </p>\n<p class=\"h-time smaller\">2021-07-14 07:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>incident</b></p><p>The U.S. CPI in June disclosed overnight was 5.4% year-on-year and 0.9% month-on-month, both significantly exceeding market expectations and higher than the 5% and 0.8% in May.</p><p>However, the U.S. stock and U.S. bond markets were relatively calm after the data was released. After midday, they pulled back from their highs, and the 10-year US Treasury yields also jumped significantly to more than 1.4%. Investors are more concerned about the driving force behind this inflation data and the potential impact on future monetary policy and market trends. Our comments are as follows for your reference.</p><p><b>brief comment</b></p><p><b>i. First of all, look at the inflation data itself. The June data greatly exceeded expectations</b>。</p><p>Since May was a low base year-on-year last year, the market generally expects that inflation in June will fall slightly from the May high under the normal month-on-month growth rate (market expectation is 4.5%), but the actual month-on-month growth rate of 0.9% will be June. The monthly CPI pushed to a high of 5.4% year-on-year. It has to be said that from a month-on-month perspective, on the basis of 0.8% month-on-month in May, it further climbed to 0.9% in September. This increase is very significant. You must know that the long-term historical average CPI of the United States is only about 0.2% month-on-month.</p><p><b>Used cars and travel-related services are still the most important contributors.</b></p><p>Second-hand car prices jumped 10.5% month-on-month in June, contributing one-third of the month-on-month CPI growth rate in June. Supply constraints caused by factors such as lack of chips are still the main bottleneck. In addition, services related to travel demand after the recovery and opening of the epidemic, such as air tickets and hotels, have also increased significantly. For example, the price of air tickets in June was 2.7% month-on-month (7% in May), which is consistent with our weekly report on the epidemic and resumption of work. The tracking of the progress of the opening up of the United States and the expectation of further release of service demand under the full opening of the United States are basically consistent. In fact, the number of TSA security inspections in the United States has continued to rise in recent months, once approaching the level of 2019.</p><p><img src=\"https://static.tigerbbs.com/b78dad6f45ddba2d7771eba2fbaa8436\" tg-width=\"654\" tg-height=\"417\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/14c5b3010be06cd69cffd413b57e73fc\" tg-width=\"839\" tg-height=\"447\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2105cfd79eccea5b6fee83c4e1ff5623\" tg-width=\"955\" tg-height=\"587\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d5e29fa7e5002de3cd06c0bc267bcef2\" tg-width=\"645\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p><b>ii. Secondly, in terms of market reaction, the U.S. stock market and U.S. bond markets were relatively calm at first after the data was released, and volatility increased after midday. Such exaggerated price data makes the market think it is unsustainable.</b></p><p>After the CPI inflation data was released in early trading, the U.S. stock market and the U.S. bond market were basically \"unmoved\". The 10-year US Treasury yields rose and fell, while the Nasdaq index also rose open low, but continued to rise. We believe that this is in addition to the first batch of banks to disclose their performance during the second quarter performance period of the US stock market (such as<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, JP Morgan, etc.) were generally significantly better than expected,<b>It may also indicate that investors generally believe that such \"exaggerated\" data is unsustainable</b>(such as a whopping 45% year-over-year increase in used car prices).</p><p>However, this situation turned sharply after midday. The results of the 30-year Treasury Bond auction of the Ministry of Finance were obviously weak, pushing Treasury Bond interest rates generally higher, and the 10-year U.S. bond also jumped ~ 6bp to 1.42%, which in turn induced the volatility of the U.S. stock market, especially the Nasdaq.</p><p><img src=\"https://static.tigerbbs.com/4033d1050d022a0902f6d98afd63aaed\" tg-width=\"714\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p><p><b>iii. Third, looking forward, the unexpected inflation data in June partially changed the future inflation path, and service prices remain the focus of attention.</b></p><p>Such a high month-on-month growth rate in June partially changed the inflation trend that we originally expected to fall marginally from the year-on-year high in May (according to the current path, even a month-on-month growth rate of 0.2% will exceed the current level year-on-year at the end of the year).<b>If the subsequent month-on-month level remains very high, then the hike in U.S. inflation in the fourth quarter will be very obvious</b>，<b>It will also increase the intensity of monetary policy tightening at that time, or at least the expected intensity.</b>Although the inventory and supply bottleneck of some commodities, such as used cars, is still difficult to completely alleviate in the short term, considering the trend of trade-off of service consumption and commodity consumption, we believe that service prices should still be the main focus.</p><p><img src=\"https://static.tigerbbs.com/460d79908b7593ee2cbfab9a9db82b84\" tg-width=\"724\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p><b>However, whether the pace of the Federal Reserve's monetary policy launch will be changed immediately in the short term, we think it is in between. In other words, short-term prices are already like this, and the need for immediate action depends largely on how the Fed judges</b>。 For example, if the price of used cars, which is the largest driver, is excluded, the month-on-month price will drop to about 0.6%, and the year-on-year level will also be lower than the level in May.</p><p>Therefore, from a market perspective, Powell's hearing on the semi-annual monetary policy report in Congress on Thursday and Friday and the FOMC meeting at the end of July will be the key for the market to find clues about the Fed's stance.<b>Before that, we temporarily maintain the path judgment of hinting from August to September and starting reduction at the end of the year</b>At the same time, the second quarter performance period of the US stock market will also be the focus of attention in the next few weeks.<b>We expect strong performance against the backdrop of low base and growth recovery</b>。</p><p><img src=\"https://static.tigerbbs.com/1940c2537b12301acc9870ee2983c569\" tg-width=\"669\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/30ffa9d3c58899cb09bbd9df10db672b\" tg-width=\"652\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d52e6e6d04d9823325064d60aa26462e","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152754781","content_text":"事件\n隔夜披露的美国6月CPI同比5.4%和环比0.9%，均大幅超出市场预期且高于5月份的5%和0.8%。\n不过美股和美债市场在数据公布后一度较为淡定，午盘后从高位的回调，10年美债利率也明显跳升至1.4%以上。投资者较为关注此次通胀数据背后的驱动、以及对于未来货币政策和市场走向的潜在影响，就此我们点评如下，供大家参考。\n简评\ni.首先，看通胀数据本身，6月数据是大超预期的。\n由于5月份是去年同比低基数，因此市场普遍预期6月份的通胀在正常环比增速下会从5月高点小幅回落（市场预期为4.5%），但实际高达0.9%的月环比却将6月CPI同比推升至同比5.4%的高位。不得不说，从环比角度看，在5月0.8%的月环比基础上，9月进一步攀升至0.9%，这一涨幅是非常显著的，要知道美国长期历史平均CPI环比仅为0.2%左右。\n二手车和出行相关服务依然是最主要贡献。\n6月二手车价格环比跳升10.5%，贡献了6月CPI环比增速的三分之一，缺少芯片等因素导致的供给受限依然是主要瓶颈。除此之外，机票、酒店等与疫情修复开放后的出行需求相关的服务也涨幅明显，例如6月机票价格环比2.7%（5月为7%），这与我们在疫情与复工周报持续跟踪的美国开放进展、以及接下来美国全面开放下服务性需求进一步释放的预期基本一致。实际上，美国TSA安检人数近几个月持续攀升一度逼近2019年水平。\n\nii.其次，市场反应上，美股和美债市场在数据公布后一开始都较为淡定，午盘后波动加大。如此夸张的价格数据反而让市场认为是不可持续的。\n早盘盘点公布CPI通胀数据后，美股和美债市场都基本“不为所动”，10年美债利率冲高回落，而纳斯达克指数也低开高走，反而持续上涨。我们认为，这除了有美股二季度业绩期开启首批披露业绩几家银行（如高盛、JP Morgan等）普遍大幅好于预期外，也可能说明投资者普遍认为这么“夸张”的数据恰恰反而是不可持续的（例如二手车价格同比高达45%的涨幅）。\n不过这一情形在午盘后急转直下，财政部30年国债拍卖结果明显偏弱推动国债利率普遍走高，10年美债也跳升~6bp到1.42%，进而诱发了美股市场特别是纳斯达克的波动。\n\niii.第三，往前看，6月超预期的通胀数据部分改变了未来的通胀路径，服务性价格依然是关注重点。\n6月份如此高得环比增速部分改变了我们原本预期从5月同比高点边际回落的通胀走势（按照目前路径测算，即便是0.2%的月环比，年底同比也会超过当前水平），如果后续月环比依然保持很高水平的话，那么四季度美国通胀的翘尾将会非常明显，也会加大届时货币政策收紧的力度、或者至少是预期的力度。虽然部分商品如二手车的库存和供应瓶颈依然很难短期内得到完全缓解，但考虑到服务性消费和商品消费此消彼长的势头，我们认为服务性价格依然应该是主要关注方向。\n\n不过，会不会在短期内马上改变美联储货币政策推出的节奏，我们认为倒处于两可之间。换言之，短期价格已经这样了，需不需要立即采取行动主要取决于美联储的如何判断。例如，此次驱动最大的二手车价格如果剔除的话，此次月环比将降至0.6%左右，同比也会低于5月水平。\n因此，从市场角度而言，本周四五鲍威尔在国会的就半年度货币政策报告的听证会、以及7月底FOMC会议将是市场寻找美联储表态线索的关键。在此之前，我们暂时维持8~9月暗示、年底开启减量的路径判断，同时美股市场二季度业绩期也将是未来几周的关注焦点，我们预期在低基数和增长修复背景下将会有较强表现。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145096503,"gmtCreate":1626181853602,"gmtModify":1703754942259,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Buy buybuy","listText":"Buy buybuy","text":"Buy buybuy","images":[{"img":"https://static.tigerbbs.com/a9ca3c01c3a4c968edbffeb742ec8651","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145096503","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}