Ace_Liow personal page - To The Moon

Ace_Liow

Ace_Liow

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2023-01-04

$新特能源(01799)$ wow

2022-04-21

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2023-01-09

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2022-03-11

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Oracle's revenue in line with market expectations, cloud computing business revenue increased by 24%

2022-02-18

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Foreign media headlines | Geopolitical risks trigger changes! Rate hike strength is expected to decline

2022-02-12

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2023-01-13

$富途控股(FUTU)$

2023-01-11

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2023-01-11

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2023-01-11

$商汤-W(00020)$ wwow

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人工智能無疑是當下最時髦的話題，從微軟、谷歌、蘋果、亞馬遜等全球最知名的科技巨頭到名不見經傳的創業公司，無不瞄準人工智能這一風口。 去年受益於AI，2022年10月觸底以來，英偉達的漲幅已經達到375%。人工智能的熱潮去年以來極大地推升了英偉達的股價水平，最新財季，英偉達營收創歷史新高同比增2倍，淨利潤更是飆升至2022年同期的12倍。 英偉達有多牛？ 10年前，如果你向英偉達投了1000美元，到今天，這筆投資價值約爲13.4萬美元。 開年以來“科技七雄“除了英偉達英偉達逆勢而上，從年至今漲7.31%。其他六雄則表現疲弱，拖累科技股“開門黑 。 強勁無比的業績前景表明，英偉達堪稱人工智能核心基礎設施領域的「最強賣鏟人」。具體來看，英偉達無疑是人工智能熱潮的最大贏家。 “生成式AI技術幾乎在改變我們的一切，遊戲創作也不例外。英偉達官方表示，已經有許多遊戲開發商正在使用其ACE技術來開發遊戲，包括原神開發商米哈遊、騰訊、網易和育碧等。 人工智能由人創造、被人控制，其技術雖已十分先進，但是它仍無法具備人類的所有特徵，因此不會取代人類。 人工智能是很偉大的進步，不過也會危害人類，各國政府需要儘快制定監管規則和法律，以確保人工智能不會危及世界。 人工智能時代已經來臨。相信並擁抱它，可能是我們面對未來鉅變的唯一選擇和正確態度。基於人工智能，我們有理由相信未來的產業和商業將更加高效和智能，人們的生活將更加美好。 人工智能成爲了真正影響人類社會的重要技術之一，由於各行各業對於英偉達A100/H100晶片需求激增。生成式AI未來市場規模足夠大，自動駕駛的更久遠未來也值得期待，英偉達未來成長可期。 從英偉達的成長性上來講，英偉達近十年的平均營收和淨利潤增長率，維持在20%和40%以上。隨着英偉達的業績增長，其股","listText":"人工智能（AI）將會對人類未來產生重大的影響，這一點現在已經變得越來越清晰和明確。 人工智能無疑是當下最時髦的話題，從微軟、谷歌、蘋果、亞馬遜等全球最知名的科技巨頭到名不見經傳的創業公司，無不瞄準人工智能這一風口。 去年受益於AI，2022年10月觸底以來，英偉達的漲幅已經達到375%。人工智能的熱潮去年以來極大地推升了英偉達的股價水平，最新財季，英偉達營收創歷史新高同比增2倍，淨利潤更是飆升至2022年同期的12倍。 英偉達有多牛？ 10年前，如果你向英偉達投了1000美元，到今天，這筆投資價值約爲13.4萬美元。 開年以來“科技七雄“除了英偉達英偉達逆勢而上，從年至今漲7.31%。其他六雄則表現疲弱，拖累科技股“開門黑 。 強勁無比的業績前景表明，英偉達堪稱人工智能核心基礎設施領域的「最強賣鏟人」。具體來看，英偉達無疑是人工智能熱潮的最大贏家。 “生成式AI技術幾乎在改變我們的一切，遊戲創作也不例外。英偉達官方表示，已經有許多遊戲開發商正在使用其ACE技術來開發遊戲，包括原神開發商米哈遊、騰訊、網易和育碧等。 人工智能由人創造、被人控制，其技術雖已十分先進，但是它仍無法具備人類的所有特徵，因此不會取代人類。 人工智能是很偉大的進步，不過也會危害人類，各國政府需要儘快制定監管規則和法律，以確保人工智能不會危及世界。 人工智能時代已經來臨。相信並擁抱它，可能是我們面對未來鉅變的唯一選擇和正確態度。基於人工智能，我們有理由相信未來的產業和商業將更加高效和智能，人們的生活將更加美好。 人工智能成爲了真正影響人類社會的重要技術之一，由於各行各業對於英偉達A100/H100晶片需求激增。生成式AI未來市場規模足夠大，自動駕駛的更久遠未來也值得期待，英偉達未來成長可期。 從英偉達的成長性上來講，英偉達近十年的平均營收和淨利潤增長率，維持在20%和40%以上。隨着英偉達的業績增長，其股","text":"人工智能（AI）將會對人類未來產生重大的影響，這一點現在已經變得越來越清晰和明確。 人工智能無疑是當下最時髦的話題，從微軟、谷歌、蘋果、亞馬遜等全球最知名的科技巨頭到名不見經傳的創業公司，無不瞄準人工智能這一風口。 去年受益於AI，2022年10月觸底以來，英偉達的漲幅已經達到375%。人工智能的熱潮去年以來極大地推升了英偉達的股價水平，最新財季，英偉達營收創歷史新高同比增2倍，淨利潤更是飆升至2022年同期的12倍。 英偉達有多牛？ 10年前，如果你向英偉達投了1000美元，到今天，這筆投資價值約爲13.4萬美元。 開年以來“科技七雄“除了英偉達英偉達逆勢而上，從年至今漲7.31%。其他六雄則表現疲弱，拖累科技股“開門黑 。 強勁無比的業績前景表明，英偉達堪稱人工智能核心基礎設施領域的「最強賣鏟人」。具體來看，英偉達無疑是人工智能熱潮的最大贏家。 “生成式AI技術幾乎在改變我們的一切，遊戲創作也不例外。英偉達官方表示，已經有許多遊戲開發商正在使用其ACE技術來開發遊戲，包括原神開發商米哈遊、騰訊、網易和育碧等。 人工智能由人創造、被人控制，其技術雖已十分先進，但是它仍無法具備人類的所有特徵，因此不會取代人類。 人工智能是很偉大的進步，不過也會危害人類，各國政府需要儘快制定監管規則和法律，以確保人工智能不會危及世界。 人工智能時代已經來臨。相信並擁抱它，可能是我們面對未來鉅變的唯一選擇和正確態度。基於人工智能，我們有理由相信未來的產業和商業將更加高效和智能，人們的生活將更加美好。 人工智能成爲了真正影響人類社會的重要技術之一，由於各行各業對於英偉達A100/H100晶片需求激增。生成式AI未來市場規模足夠大，自動駕駛的更久遠未來也值得期待，英偉達未來成長可期。 從英偉達的成長性上來講，英偉達近十年的平均營收和淨利潤增長率，維持在20%和40%以上。隨着英偉達的業績增長，其股","images":[{"img":"https://community-static.tradeup.com/news/e642beea62c13c44e30854c965e7307e","width":"720","height":"720"},{"img":"https://community-static.tradeup.com/news/4754f8a027b220457e337d616763e108","width":"700","height":"398"},{"img":"https://community-static.tradeup.com/news/d35184b405d6a6105e2476174c48a854","width":"719","height":"587"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261628651360304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256479040966872,"gmtCreate":1703636138089,"gmtModify":1703636141176,"author":{"id":"4097068887028370","authorId":"4097068887028370","name":"Ace_Liow","avatar":"https://static.tigerbbs.com/353c07d92f9421553c1828d704b0d9aa","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097068887028370","authorIdStr":"4097068887028370"},"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/256479040966872","repostId":"255809480642760","repostType":1,"repost":{"id":255809480642760,"gmtCreate":1703466992031,"gmtModify":1703636402749,"author":{"id":"4088149090977750","authorId":"4088149090977750","name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149090977750","authorIdStr":"4088149090977750"},"themes":[],"title":"聖誕老人行情會出現嗎？","htmlText":"願聖誕節的魔力讓大家的內心充滿喜悅，健康長壽，股票大漲，早日實現財務自由❤️聖誕快樂🔔Merry Christmas 🎄🎄🎄 聖誕節來臨了，投資者期待“聖誕老人行情”的出現，一般來說，“聖誕老人行情”通常會在12月的最後一個交易周到來，一直持續到新年的前2個交易日。近期美股集體上漲是不是“聖誕老人行情”提前啓動？ 根據 LPL的數據，自 1950 年以來，12 月是最有可能上漲的月份，上漲的概率為 74%，在聖誕期間採取積極行動的投資者，通常會在一月份獲得豐厚的回報。 全球主要股市表現強勁，在長達近兩年的加息週期中，美國經濟在加息後期依然堅挺。美聯儲這一輪加息終於結束了，現在投資者開始期待降息的到來。 今年以來，以蘋果、微軟、英偉達、亞馬遜、Meta、特斯拉和Alphabe爲代表的美股科技“七巨頭”表現強勁，幾乎完全主導了的漲幅。看好美股的分析師認爲，“七雄”可能會繼續領跑。 沒有人能準確股市是否會繼續往上漲。不過，從數據上看，抱團散戶，已經是一支不能低估的力量。這幾個月股市反彈，降息是投資者繼續投資的衆多理由之一。 牛市什麼股票最先漲，什麼股票最後漲？要把這個邏輯搞清楚。當所有的個股都漲得太離譜時，就輪到垃圾股上漲了。 我們無法確切知道市場會發生什麼，不過，以目前積極的市場情緒來看，投資者對美股是信心爆棚的。 股市中往往是在市場熱火朝天的時候，成交量很大，股票的需求量也很大。但是當市場進入熊市的時候，成交量開始萎縮，人們不再需要股票了。 牛市第一期。與熊市第三期的一部分重合，往往是在市場最悲觀的時候出現的。大部分投資者對市場心灰意冷，對好消息也無動於衷，很多人開始拋出所有的股票。 股票不可能一直漲的，漲多了就會跌，跌多了就會漲，漲漲跌跌。從長期看，一直股票，可能一直漲，也有可能一直跌。 有遠見的投資者則通過對各類經濟指標和形勢的分析，預期市場情況即將發生變化，開始逐步選擇","listText":"願聖誕節的魔力讓大家的內心充滿喜悅，健康長壽，股票大漲，早日實現財務自由❤️聖誕快樂🔔Merry Christmas 🎄🎄🎄 聖誕節來臨了，投資者期待“聖誕老人行情”的出現，一般來說，“聖誕老人行情”通常會在12月的最後一個交易周到來，一直持續到新年的前2個交易日。近期美股集體上漲是不是“聖誕老人行情”提前啓動？ 根據 LPL的數據，自 1950 年以來，12 月是最有可能上漲的月份，上漲的概率為 74%，在聖誕期間採取積極行動的投資者，通常會在一月份獲得豐厚的回報。 全球主要股市表現強勁，在長達近兩年的加息週期中，美國經濟在加息後期依然堅挺。美聯儲這一輪加息終於結束了，現在投資者開始期待降息的到來。 今年以來，以蘋果、微軟、英偉達、亞馬遜、Meta、特斯拉和Alphabe爲代表的美股科技“七巨頭”表現強勁，幾乎完全主導了的漲幅。看好美股的分析師認爲，“七雄”可能會繼續領跑。 沒有人能準確股市是否會繼續往上漲。不過，從數據上看，抱團散戶，已經是一支不能低估的力量。這幾個月股市反彈，降息是投資者繼續投資的衆多理由之一。 牛市什麼股票最先漲，什麼股票最後漲？要把這個邏輯搞清楚。當所有的個股都漲得太離譜時，就輪到垃圾股上漲了。 我們無法確切知道市場會發生什麼，不過，以目前積極的市場情緒來看，投資者對美股是信心爆棚的。 股市中往往是在市場熱火朝天的時候，成交量很大，股票的需求量也很大。但是當市場進入熊市的時候，成交量開始萎縮，人們不再需要股票了。 牛市第一期。與熊市第三期的一部分重合，往往是在市場最悲觀的時候出現的。大部分投資者對市場心灰意冷，對好消息也無動於衷，很多人開始拋出所有的股票。 股票不可能一直漲的，漲多了就會跌，跌多了就會漲，漲漲跌跌。從長期看，一直股票，可能一直漲，也有可能一直跌。 有遠見的投資者則通過對各類經濟指標和形勢的分析，預期市場情況即將發生變化，開始逐步選擇","text":"願聖誕節的魔力讓大家的內心充滿喜悅，健康長壽，股票大漲，早日實現財務自由❤️聖誕快樂🔔Merry Christmas 🎄🎄🎄 聖誕節來臨了，投資者期待“聖誕老人行情”的出現，一般來說，“聖誕老人行情”通常會在12月的最後一個交易周到來，一直持續到新年的前2個交易日。近期美股集體上漲是不是“聖誕老人行情”提前啓動？ 根據 LPL的數據，自 1950 年以來，12 月是最有可能上漲的月份，上漲的概率為 74%，在聖誕期間採取積極行動的投資者，通常會在一月份獲得豐厚的回報。 全球主要股市表現強勁，在長達近兩年的加息週期中，美國經濟在加息後期依然堅挺。美聯儲這一輪加息終於結束了，現在投資者開始期待降息的到來。 今年以來，以蘋果、微軟、英偉達、亞馬遜、Meta、特斯拉和Alphabe爲代表的美股科技“七巨頭”表現強勁，幾乎完全主導了的漲幅。看好美股的分析師認爲，“七雄”可能會繼續領跑。 沒有人能準確股市是否會繼續往上漲。不過，從數據上看，抱團散戶，已經是一支不能低估的力量。這幾個月股市反彈，降息是投資者繼續投資的衆多理由之一。 牛市什麼股票最先漲，什麼股票最後漲？要把這個邏輯搞清楚。當所有的個股都漲得太離譜時，就輪到垃圾股上漲了。 我們無法確切知道市場會發生什麼，不過，以目前積極的市場情緒來看，投資者對美股是信心爆棚的。 股市中往往是在市場熱火朝天的時候，成交量很大，股票的需求量也很大。但是當市場進入熊市的時候，成交量開始萎縮，人們不再需要股票了。 牛市第一期。與熊市第三期的一部分重合，往往是在市場最悲觀的時候出現的。大部分投資者對市場心灰意冷，對好消息也無動於衷，很多人開始拋出所有的股票。 股票不可能一直漲的，漲多了就會跌，跌多了就會漲，漲漲跌跌。從長期看，一直股票，可能一直漲，也有可能一直跌。 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(19-20 Jan 2023 will only be for prize redemptions). My friends and I have played the game for 3 nights, and thus far we have earned good prizes such as Tiger coins and stock vouchers! I can’t imagine how much prizes we will receive if we play every single day for 51 days! I encourage all Tiger friends to join me to play this campaign!After being inspired by my respected Tiger friend&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/4113904591642392\"></a><a href=\"https://ttm.financial/U/4113904591642392\">@LMSunshine</a>&nbsp;who","listText":"Hello Tigers!In conjunction with the World Cup Fever, Tiger Broker has launched another awesome event for us to win many coins and prizes!&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;The whole campaign will last for around 51 days from 29 Nov 2022 to 18 Jan 2023. (19-20 Jan 2023 will only be for prize redemptions). My friends and I have played the game for 3 nights, and thus far we have earned good prizes such as Tiger coins and stock vouchers! I can’t imagine how much prizes we will receive if we play every single day for 51 days! I encourage all Tiger friends to join me to play this campaign!After being inspired by my respected Tiger friend&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/4113904591642392\"></a><a href=\"https://ttm.financial/U/4113904591642392\">@LMSunshine</a>&nbsp;who","text":"Hello Tigers!In conjunction with the World Cup Fever, Tiger Broker has launched another awesome event for us to win many coins and prizes! [Miser] [Miser] [Miser] The whole campaign will last for around 51 days from 29 Nov 2022 to 18 Jan 2023. (19-20 Jan 2023 will only be for prize redemptions). My friends and I have played the game for 3 nights, and thus far we have earned good prizes such as Tiger coins and stock vouchers! I can’t imagine how much prizes we will receive if we play every single day for 51 days! I encourage all Tiger friends to join me to play this campaign!After being inspired by my respected Tiger friend @LMSunshine 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href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>wow","text":"$特斯拉(TSLA)$wow","images":[{"img":"https://community-static.tradeup.com/news/9820e24dba467ade9edd82e952cf28b6","width":"1080","height":"3394"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9082813208","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9953213852,"gmtCreate":1673264474677,"gmtModify":1676538807784,"author":{"id":"4097068887028370","authorId":"4097068887028370","name":"Ace_Liow","avatar":"https://static.tigerbbs.com/353c07d92f9421553c1828d704b0d9aa","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097068887028370","authorIdStr":"4097068887028370"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953213852","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036048490,"gmtCreate":1646955885372,"gmtModify":1676534180750,"author":{"id":"4097068887028370","authorId":"4097068887028370","name":"Ace_Liow","avatar":"https://static.tigerbbs.com/353c07d92f9421553c1828d704b0d9aa","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097068887028370","authorIdStr":"4097068887028370"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036048490","repostId":"2218293042","repostType":4,"repost":{"id":"2218293042","kind":"highlight","pubTimestamp":1646953538,"share":"https://ttm.financial/m/news/2218293042?lang=en_US&edition=fundamental","pubTime":"2022-03-11 07:05","market":"sh","language":"zh","title":"Oracle's revenue in line with market expectations, cloud computing business revenue increased by 24%","url":"https://stock-news.laohu8.com/highlight/detail?id=2218293042","media":"智通财经网","summary":"美东时间3月10日美股盘后，甲骨文公布了2022财年第三季度财务报告。","content":"<p><html><head></head><body>Zhitong Finance APP learned that after the U.S. stock market closed on March 10, Eastern Time,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Announced the third quarter financial report for fiscal year 2022. The data shows that the company's Q3 total revenue increased by 4.2% year-on-year to US $10.5 billion, which was the same as market expectations; Net profit was US $2.319 billion, a year-on-year decrease of 54%, and operating profit fell 1% year-on-year to US $3.822 billion; Adjusted earnings per share under non-GAAP guidelines of $1.13 missed the consensus estimate of $1.18.</p><p>For years, Oracle has struggled to expand its cloud computing business, shrinking its relationship with<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.US),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) and<a href=\"https://laohu8.com/S/GOOG\">Google</a>(GOOGL.US) gap in terms of market share. In December last year, Oracle said it had agreed to acquire medical information technology provider Cerner Corp (CERN.US) for about $28.3 billion. Oracle's cloud computing business (IaaS + SaaS) Q3 total revenue was US $2.8 billion, a year-on-year increase of 24%.</p><p>By business, Oracle's Q3 cloud services and licensing support department revenue increased from US $7.252 billion in the same period last year to US $7.637 billion, accounting for 73% of total revenue, a year-on-year increase of 5%. Cloud licensing and on-premise license revenue was USD 1.289 billion, accounting for 12% of total revenue, a year-on-year increase of 1%; Hardware revenue was US $798 million, accounting for 8% of total revenue, down 3% year-on-year; Service revenue was US $789 million, accounting for 7% of total revenue, a year-on-year increase of 7%.</p><p>Oracle said Q3 adjusted earnings per share fell from a year earlier due to a decline in shares of gene sequencing company Oxford Nanopore Technologies and an operating loss at server chip maker Ampere.</p><p>Oracle's enterprise resource planning product Fusion ERP and<a href=\"https://laohu8.com/S/N\">NetSuite</a>Top-line growth was 33% and 27%, respectively, indicating a slowdown in demand for back-office software upgrades that help manage functions such as accounting and purchasing, tools that grew 35% and 27%, respectively, in the prior period.</p><p>The board declared a quarterly Dividend of $0.32 per share, unchanged from the previous quarter. Oracle's short-term deferred revenue was $7.9 billion, unchanged from the previous quarter, and operating cash flow was $10.4 billion in the past 12 months.</p><p>Oracle CEO Safra Catz expected fourth-quarter adjusted earnings per share to be $1.40 to $1.44 in the earnings call. The FactSet platform shows analysts' consensus forecast of Q4 adjusted earnings per share to be $1.38. At the same time, Safra Catz expects total revenue growth to be 6% to 8%.</p><p>After the financial report was announced, Oracle Bone Inscriptions fell 0.46% to $76.27 after hours.<img src=\"https://static.tigerbbs.com/16971a6523013e5413f6fa36b51ec549\" tg-width=\"867\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","source":"highlight_zhitongcaijin","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>Oracle's revenue in line with market expectations, cloud computing business revenue increased by 24%</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\">\nOracle's revenue in line with market expectations, cloud computing business revenue increased by 24%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2022-03-11 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Zhitong Finance APP learned that after the U.S. stock market closed on March 10, Eastern Time,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Announced the third quarter financial report for fiscal year 2022. The data shows that the company's Q3 total revenue increased by 4.2% year-on-year to US $10.5 billion, which was the same as market expectations; Net profit was US $2.319 billion, a year-on-year decrease of 54%, and operating profit fell 1% year-on-year to US $3.822 billion; Adjusted earnings per share under non-GAAP guidelines of $1.13 missed the consensus estimate of $1.18.</p><p>For years, Oracle has struggled to expand its cloud computing business, shrinking its relationship with<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.US),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) and<a href=\"https://laohu8.com/S/GOOG\">Google</a>(GOOGL.US) gap in terms of market share. In December last year, Oracle said it had agreed to acquire medical information technology provider Cerner Corp (CERN.US) for about $28.3 billion. Oracle's cloud computing business (IaaS + SaaS) Q3 total revenue was US $2.8 billion, a year-on-year increase of 24%.</p><p>By business, Oracle's Q3 cloud services and licensing support department revenue increased from US $7.252 billion in the same period last year to US $7.637 billion, accounting for 73% of total revenue, a year-on-year increase of 5%. Cloud licensing and on-premise license revenue was USD 1.289 billion, accounting for 12% of total revenue, a year-on-year increase of 1%; Hardware revenue was US $798 million, accounting for 8% of total revenue, down 3% year-on-year; Service revenue was US $789 million, accounting for 7% of total revenue, a year-on-year increase of 7%.</p><p>Oracle said Q3 adjusted earnings per share fell from a year earlier due to a decline in shares of gene sequencing company Oxford Nanopore Technologies and an operating loss at server chip maker Ampere.</p><p>Oracle's enterprise resource planning product Fusion ERP and<a href=\"https://laohu8.com/S/N\">NetSuite</a>Top-line growth was 33% and 27%, respectively, indicating a slowdown in demand for back-office software upgrades that help manage functions such as accounting and purchasing, tools that grew 35% and 27%, respectively, in the prior period.</p><p>The board declared a quarterly Dividend of $0.32 per share, unchanged from the previous quarter. Oracle's short-term deferred revenue was $7.9 billion, unchanged from the previous quarter, and operating cash flow was $10.4 billion in the past 12 months.</p><p>Oracle CEO Safra Catz expected fourth-quarter adjusted earnings per share to be $1.40 to $1.44 in the earnings call. The FactSet platform shows analysts' consensus forecast of Q4 adjusted earnings per share to be $1.38. At the same time, Safra Catz expects total revenue growth to be 6% to 8%.</p><p>After the financial report was announced, Oracle Bone Inscriptions fell 0.46% to $76.27 after hours.<img src=\"https://static.tigerbbs.com/16971a6523013e5413f6fa36b51ec549\" tg-width=\"867\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/673451.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2eff1ae56af87fc4b7a256f4caf44240","relate_stocks":{"ORCL":"甲骨文"},"source_url":"http://www.zhitongcaijing.com/content/detail/673451.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2218293042","content_text":"智通财经APP获悉，美东时间3月10日美股盘后，甲骨文公布了2022财年第三季度财务报告。数据显示，该公司Q3总营收同比增长4.2%至105亿美元，与市场预期持平;净利润为23.19亿美元，同比下降54%，营业利润同比下降1 %至38.22亿美元;非GAAP准则下调整后每股收益为1.13美元，低于市场普遍预计的1.18美元。多年来，甲骨文一直在努力扩大其云计算业务，缩小与亚马逊(AMZN.US)、微软(MSFT.US)和谷歌(GOOGL.US)在市场份额方面的差距。去年12月，甲骨文表示已同意以约283亿美元收购医疗信息技术供应商Cerner  Corp(CERN.US)。甲骨文云计算业务(IaaS + SaaS) Q3总营收为28亿美元，同比增长24%。按业务划分，甲骨文Q3云服务和许可支持部门营收由上年同期的72.52亿美元增至76.37亿美元，占总营收73%，同比增长5%。云许可和内部部署许可证营收为12.89亿美元，占总营收12%，同比增长1%;硬件营收为7.98亿美元，占总营收8%，同比下降3%;服务营收为7.89亿美元，占总营收7%，同比增长7%。甲骨文表示，由于基因测序公司Oxford Nanopore  Technologies股价下跌，以及服务器芯片制造商Ampere的营业亏损，Q3调整后每股收益较上年同期有所下降。甲骨文企业资源规划产品Fusion  ERP和NetSuite营收分别增长了33%和27%，表明对帮助管理会计和采购等功能的后台软件升级的需求有所放缓，这些工具在前一时期分别增长了35%和27%。董事会宣布季度股息为每股0.32美元，与上季度持平。甲骨文短期递延营收为79亿美元，与上季度持平，运营现金流在过去12个月为104亿美元。甲骨文首席执行官Safra  Catz在业绩电话会上预计第四季度调整后每股收益为1.40美元至1.44美元，FactSet平台显示分析师普遍预测的Q4调整后每股收益为1.38美元，同时Safra Catz预计总营收增长率为6%至8%。财报公布后，甲骨文盘后跌0.46%，报76.27美元。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094637574,"gmtCreate":1645138840429,"gmtModify":1676534000650,"author":{"id":"4097068887028370","authorId":"4097068887028370","name":"Ace_Liow","avatar":"https://static.tigerbbs.com/353c07d92f9421553c1828d704b0d9aa","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097068887028370","authorIdStr":"4097068887028370"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094637574","repostId":"2212790643","repostType":2,"repost":{"id":"2212790643","kind":"news","pubTimestamp":1645134000,"share":"https://ttm.financial/m/news/2212790643?lang=en_US&edition=fundamental","pubTime":"2022-02-18 05:40","market":"sh","language":"zh","title":"Foreign media headlines | Geopolitical risks trigger changes! Rate hike strength is expected to decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2212790643","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、地缘风险引发市场变天 交易员下调对美联储3月升息50基点押注2、近月合约大幅溢价 油价曲线显示市场紧俏程度史上罕见3、美联储布拉德：通胀“可能会失控”","content":"<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Geopolitical risks trigger market changes, traders cut their bets on the Fed's 50 basis point interest rate hike in March</b><b>2. The oil price curve shows that the market is tight at a large premium in recent months, which is rare in history</b><b>3. Fed Bullard: Inflation \"may get out of control\" so action is needed now</b><b>4、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist: Labor Market Becomes Keyword in U.S. Company Earnings Calls</b><b>5. U.S. \"Consumer Reports\" releases car brand ratings<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Sliding to 23rd</b><b>6. \"Sister Wood\": Innovative stocks are seriously undervalued and recent fund losses are temporary</b><img src=\"https://static.tigerbbs.com/66347a4fb7af0ba668115eab488be5e2\" tg-width=\"550\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/></p><p><b>Geopolitical risks trigger market changes, traders cut bets on the Fed's 50 basis point interest rate hike in March</b></p><p>Market traders now expect a more likely rate hike of 25 basis points at the Fed's March meeting than rate hike of 50 basis points.</p><p>While higher-than-expected inflation and the Fed's decidedly hawkish stance sparked speculation of a deeper rate hike earlier this month, a recent spate of geopolitical news has fueled risk aversion, and a 25 basis point rate hike margin appears to become more likely. Traders' bets on 25 basis points were also fueled by the fact that minutes from the Federal Reserve meeting released Wednesday didn't reveal any important clues about a sharp rate hike.</p><p>The tightening situation between Russia and Ukraine spurred buying of U.S. Treasury Bond on Thursday, and short-term yields fell. Overnight index swaps (OIS), which are tied to the timing of the Fed's interest rate meeting in March, expect the fed funds target rate to be about 35 basis points higher than the current real effective rate of 0.08%. Given that the Fed usually raises interest rates by a multiple of 25 basis points, the OIS price shows that traders believe that it will definitely raise at least 25 basis points in March, but the probability of 50 basis points is only about 40%.</p><p>This is a noticeable change compared to a few days ago. At the opening of trading on Wednesday, market prices reflected a possible interest rate hike of about 40 basis points in March, indicating that a 50 basis point rate hike is relatively more likely.</p><p><img src=\"https://static.tigerbbs.com/c137c648d0511487e08ea44c2d2eecff\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>The front-month contract is at a sharp premium, and the oil price curve shows that the market is tight at a rare level in history</b></p><p>During this round of sharp volatility in benchmark oil prices, the crude oil futures curve showed that the market was in one of its strongest periods ever.</p><p>Brent price moved significantly above $90 this week, but there was more volatility in the market structure.</p><p>The front-month contract is at a significant premium to the forward contract, suggesting that traders are now scrambling to buy oil. Some futures spreads have reached their highest levels since relevant data became available in 2007.</p><p>This is most clearly reflected in the world's most important physical crude oil price: spot Brent crude oil spot prices hit $100 a barrel on Wednesday for the first time since 2014. The North Sea spot market has boomed in recent weeks, with some physical spreads hitting record highs as demand from European refineries surged.</p><p>\"The strength of spot Brent clearly indicates that refiners are purchasing short-term supplies,\" Energy Aspects analysts, including Amrita Sen, wrote in a note to clients this week. \"The only way to balance this market in the medium term is still to slow down the growth of demand with high oil prices.\"</p><p><img src=\"https://static.tigerbbs.com/0c325e4a226b032ea404326b7608b784\" tg-width=\"550\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed's Bullard: Inflation'could get out of control 'so action is needed now</b></p><p>St. Louis Fed President James Bullard warned on Thursday that inflation could become a more serious problem if the Fed does not take interest rate action.</p><p>Bullard said, \"Our generation is at greater risk now than ever before, and it may get out of control. One scenario is that we are facing an unexpected new surprise, and we may have higher inflation. This is the kind of situation we want to make sure it doesn't happen.\"</p><p>Bullard has been in the market's radar recently for calling for hawkish action from the Federal Reserve. He advocated raising interest rates by a percentage point by July to combat the worst inflation in 40 years.</p><p>In his remarks on Thursday, Bullard reiterated his claim that the Fed should \"front\" rate hike to curb inflation.</p><p>\"Overall, I think, the idea that inflation will dissipate at some point in the future is overemphasized and overfocused,\" Bullard said. \"We run the risk that inflation won't dissipate, and 2022 will be the second year in a row of pretty high levels of inflation. So that's why in this case, the Fed should act faster and more aggressively than it would otherwise.\"</p><p><img src=\"https://static.tigerbbs.com/4e67869333513b30423c5183cff7e5fa\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Goldman Sachs Strategist: Labor Market Becomes Keyword in U.S. Company Earnings Calls</b></p><p>Strategists at Goldman Sachs said that a historically rare tight labor market, low unemployment rate and rising wage inflation are squeezing profit margins and leaving U.S. companies struggling to cope.</p><p>Strategists led by David J. Kostin said that analysis of the fourth-quarter earnings calls of S&P 500 companies shows that many companies are raising salaries while labor force participation rates remain below pre-pandemic levels. To attract workers, which puts pressure on corporate profits. Despite salary growth at the fastest rate in decades, staffing problems persist and are one of the reasons for supply chain disruptions.</p><p>\"Supply chain disruptions continue to impact margins, and it's unclear when these issues will be resolved,\" Kostin wrote in a note. \"The most recent quarterly earnings call showed more uncertainty about how long these disruptions will last and how close we are to normalization.\"</p><p>Still, Kostin said companies that acted at the beginning of supply chain problems were able to protect profit margins, and said analysts underestimated the strength of corporate profits at the start of earnings season. Goldman also recommends looking at high-quality companies with strong balance sheets, stable margins, and the ability to protect profits during times of input cost inflation.</p><p><img src=\"https://static.tigerbbs.com/9af5544d17617b91904ef219130a0532\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>US \"Consumer Reports\" releases car brand rating, Tesla slips to 23rd place</b></p><p>The US \"Consumer Reports\" released automobile brand ratings, and Tesla's rating fell 7 places to 23rd, which is Tesla's worst performance in seven years; The Tesla Model 3 is no longer the'best choice 'in the 2022 EV market, but is<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Mustang Mach-E Replace.</p><p>Jack Fisher, senior director of Consumer Reports, said the Model 3 doesn't match the Ford Mach-E in some ways, especially in assisted driving.</p><p><img src=\"https://static.tigerbbs.com/d1c0644f19cec3708bd8692fa0398ded\" tg-width=\"550\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>\"Sister Wood\": Innovative stocks are seriously undervalued and recent fund losses are temporary</b></p><p>Ark Invest CEO Cathie Wood said Thursday that tech companies in her innovation-focused portfolio are significantly undervalued and believes the recent sell-off in her funds is temporary.</p><p>\"Our funds have seen a big decline,\" Wood said Thursday. \"We do believe that innovative stocks are in cheap territory … our tech stocks are significantly undervalued relative to their potential … Give us five years and we are running a deep value portfolio.\"</p><p>Wood's flagship fund<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Caught in the center of a wave of tech plunges in 2022, down 26% so far this year. Due to expectations of rising interest rates, her holdings<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Awkwardness stocks including Teladoc Health and Roku have fallen 70% this year.</p><p>\"Our biggest concern is that our investors are turning what we think is a temporary loss into a permanent loss,\" Wood said.</p><p></body></html></p>","source":"XLCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines | Geopolitical risks trigger changes! Rate hike strength is expected to decline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines | Geopolitical risks trigger changes! Rate hike strength is expected to decline\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2022-02-18 05:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Geopolitical risks trigger market changes, traders cut their bets on the Fed's 50 basis point interest rate hike in March</b><b>2. The oil price curve shows that the market is tight at a large premium in recent months, which is rare in history</b><b>3. Fed Bullard: Inflation \"may get out of control\" so action is needed now</b><b>4、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist: Labor Market Becomes Keyword in U.S. Company Earnings Calls</b><b>5. U.S. \"Consumer Reports\" releases car brand ratings<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Sliding to 23rd</b><b>6. \"Sister Wood\": Innovative stocks are seriously undervalued and recent fund losses are temporary</b><img src=\"https://static.tigerbbs.com/66347a4fb7af0ba668115eab488be5e2\" tg-width=\"550\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/></p><p><b>Geopolitical risks trigger market changes, traders cut bets on the Fed's 50 basis point interest rate hike in March</b></p><p>Market traders now expect a more likely rate hike of 25 basis points at the Fed's March meeting than rate hike of 50 basis points.</p><p>While higher-than-expected inflation and the Fed's decidedly hawkish stance sparked speculation of a deeper rate hike earlier this month, a recent spate of geopolitical news has fueled risk aversion, and a 25 basis point rate hike margin appears to become more likely. Traders' bets on 25 basis points were also fueled by the fact that minutes from the Federal Reserve meeting released Wednesday didn't reveal any important clues about a sharp rate hike.</p><p>The tightening situation between Russia and Ukraine spurred buying of U.S. Treasury Bond on Thursday, and short-term yields fell. Overnight index swaps (OIS), which are tied to the timing of the Fed's interest rate meeting in March, expect the fed funds target rate to be about 35 basis points higher than the current real effective rate of 0.08%. Given that the Fed usually raises interest rates by a multiple of 25 basis points, the OIS price shows that traders believe that it will definitely raise at least 25 basis points in March, but the probability of 50 basis points is only about 40%.</p><p>This is a noticeable change compared to a few days ago. At the opening of trading on Wednesday, market prices reflected a possible interest rate hike of about 40 basis points in March, indicating that a 50 basis point rate hike is relatively more likely.</p><p><img src=\"https://static.tigerbbs.com/c137c648d0511487e08ea44c2d2eecff\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>The front-month contract is at a sharp premium, and the oil price curve shows that the market is tight at a rare level in history</b></p><p>During this round of sharp volatility in benchmark oil prices, the crude oil futures curve showed that the market was in one of its strongest periods ever.</p><p>Brent price moved significantly above $90 this week, but there was more volatility in the market structure.</p><p>The front-month contract is at a significant premium to the forward contract, suggesting that traders are now scrambling to buy oil. Some futures spreads have reached their highest levels since relevant data became available in 2007.</p><p>This is most clearly reflected in the world's most important physical crude oil price: spot Brent crude oil spot prices hit $100 a barrel on Wednesday for the first time since 2014. The North Sea spot market has boomed in recent weeks, with some physical spreads hitting record highs as demand from European refineries surged.</p><p>\"The strength of spot Brent clearly indicates that refiners are purchasing short-term supplies,\" Energy Aspects analysts, including Amrita Sen, wrote in a note to clients this week. \"The only way to balance this market in the medium term is still to slow down the growth of demand with high oil prices.\"</p><p><img src=\"https://static.tigerbbs.com/0c325e4a226b032ea404326b7608b784\" tg-width=\"550\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed's Bullard: Inflation'could get out of control 'so action is needed now</b></p><p>St. Louis Fed President James Bullard warned on Thursday that inflation could become a more serious problem if the Fed does not take interest rate action.</p><p>Bullard said, \"Our generation is at greater risk now than ever before, and it may get out of control. One scenario is that we are facing an unexpected new surprise, and we may have higher inflation. This is the kind of situation we want to make sure it doesn't happen.\"</p><p>Bullard has been in the market's radar recently for calling for hawkish action from the Federal Reserve. He advocated raising interest rates by a percentage point by July to combat the worst inflation in 40 years.</p><p>In his remarks on Thursday, Bullard reiterated his claim that the Fed should \"front\" rate hike to curb inflation.</p><p>\"Overall, I think, the idea that inflation will dissipate at some point in the future is overemphasized and overfocused,\" Bullard said. \"We run the risk that inflation won't dissipate, and 2022 will be the second year in a row of pretty high levels of inflation. So that's why in this case, the Fed should act faster and more aggressively than it would otherwise.\"</p><p><img src=\"https://static.tigerbbs.com/4e67869333513b30423c5183cff7e5fa\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Goldman Sachs Strategist: Labor Market Becomes Keyword in U.S. Company Earnings Calls</b></p><p>Strategists at Goldman Sachs said that a historically rare tight labor market, low unemployment rate and rising wage inflation are squeezing profit margins and leaving U.S. companies struggling to cope.</p><p>Strategists led by David J. Kostin said that analysis of the fourth-quarter earnings calls of S&P 500 companies shows that many companies are raising salaries while labor force participation rates remain below pre-pandemic levels. To attract workers, which puts pressure on corporate profits. Despite salary growth at the fastest rate in decades, staffing problems persist and are one of the reasons for supply chain disruptions.</p><p>\"Supply chain disruptions continue to impact margins, and it's unclear when these issues will be resolved,\" Kostin wrote in a note. \"The most recent quarterly earnings call showed more uncertainty about how long these disruptions will last and how close we are to normalization.\"</p><p>Still, Kostin said companies that acted at the beginning of supply chain problems were able to protect profit margins, and said analysts underestimated the strength of corporate profits at the start of earnings season. Goldman also recommends looking at high-quality companies with strong balance sheets, stable margins, and the ability to protect profits during times of input cost inflation.</p><p><img src=\"https://static.tigerbbs.com/9af5544d17617b91904ef219130a0532\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>US \"Consumer Reports\" releases car brand rating, Tesla slips to 23rd place</b></p><p>The US \"Consumer Reports\" released automobile brand ratings, and Tesla's rating fell 7 places to 23rd, which is Tesla's worst performance in seven years; The Tesla Model 3 is no longer the'best choice 'in the 2022 EV market, but is<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Mustang Mach-E Replace.</p><p>Jack Fisher, senior director of Consumer Reports, said the Model 3 doesn't match the Ford Mach-E in some ways, especially in assisted driving.</p><p><img src=\"https://static.tigerbbs.com/d1c0644f19cec3708bd8692fa0398ded\" tg-width=\"550\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>\"Sister Wood\": Innovative stocks are seriously undervalued and recent fund losses are temporary</b></p><p>Ark Invest CEO Cathie Wood said Thursday that tech companies in her innovation-focused portfolio are significantly undervalued and believes the recent sell-off in her funds is temporary.</p><p>\"Our funds have seen a big decline,\" Wood said Thursday. \"We do believe that innovative stocks are in cheap territory … our tech stocks are significantly undervalued relative to their potential … Give us five years and we are running a deep value portfolio.\"</p><p>Wood's flagship fund<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Caught in the center of a wave of tech plunges in 2022, down 26% so far this year. Due to expectations of rising interest rates, her holdings<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Awkwardness stocks including Teladoc Health and Roku have fallen 70% this year.</p><p>\"Our biggest concern is that our investors are turning what we think is a temporary loss into a permanent loss,\" Wood said.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-02-18/doc-ikyamrna1378664.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/66347a4fb7af0ba668115eab488be5e2","relate_stocks":{"BK4550":"红杉资本持仓","SPY":"标普500ETF","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","BK4559":"巴菲特持仓",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-02-18/doc-ikyamrna1378664.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212790643","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、地缘风险引发市场变天 交易员下调对美联储3月升息50基点押注2、近月合约大幅溢价 油价曲线显示市场紧俏程度史上罕见3、美联储布拉德：通胀“可能会失控” 因此现在需要采取行动4、高盛策略师：劳动力市场成为美国公司财报电话会议的关键词5、美国《消费者报告》发布汽车品牌评级 特斯拉下滑至第23位6、“木头姐”：创新型股票被严重低估 近期基金亏损是暂时的地缘风险引发市场变天 交易员下调对美联储3月升息50基点押注市场交易员目前预计，美联储在3月会议上加息25个基点的可能性比加息50个基点更大。虽然通胀率高于预期且美联储明显的鹰派姿态本月早些时候引发了对更大幅加息的猜测，但最近一系列地缘政治消息推动避险情绪升温，25个基点的加息幅度似乎变得更有可能。周三发布的美联储会议纪要未透露任何关于大幅加息的重要线索，这也助长了交易员对25基点的押注。俄乌局势趋紧刺激了周四对美国国债的买盘，短期收益率下滑。与3月份美联储利率会议时间挂钩的隔夜指数掉期（OIS）预计联邦基金目标利率将比当前0.08%的实际有效利率高出约35基点。鉴于美联储升息幅度通常是25基点的倍数，所以OIS价格说明交易员认为3月肯定至少加25基点，但50基点的可能性只有40%左右。与几天前相比，这是一个明显的变化。周三开盘时，市场价格反映3月可能升息40基点左右，表明加息50个基点的可能性相对更大。近月合约大幅溢价 油价曲线显示市场紧俏程度史上罕见本轮基准油价大幅波动期间，原油期货曲线显示市场处于有史以来最强劲的时期之一。本周布伦特价格大幅波动至90美元以上，但市场结构中的波动更大。近月合约较远期合约大幅溢价，显示交易员现在正在争相购油。一些期货价差已达到2007年有相关数据以来的最高水准。这在全球最重要的实物原油价格中得到最明确的反映：即期布伦特原油现货价格周三触及每桶100美元，为2014年以来首次。最近几周，北海现货市场蓬勃发展，随着欧洲炼油厂的需求激增，一些实物价差创下历史新高。“即期布伦特的强势显然表明炼油商正在采购短期供应，”包括Amrita Sen在内的Energy Aspects分析师在本周给客户的一份报告中写道。“在中期内平衡这个市场的唯一方法仍然是以高油价来减缓需求的增长。”美联储布拉德：通胀“可能会失控” 因此现在需要采取行动美国圣路易斯联储主席詹姆斯-布拉德（James Bullard）周四警告称，如果美联储不采取利率行动，通胀可能会成为一个更严重的问题。布拉德称，“我们这一代人现在面临的风险比以往都更大，这可能会失控。一种情况是，我们面临着一个无法预料的新的意外，我们可能还会有更高的通胀。这是我们希望确保不会发生的那种情况。”布拉德最近因呼吁美联储采取鹰派行动而备受市场关注。他主张在7月之前将利率提高一个百分点，以应对40年来最严重的通胀。在周四的讲话中，布拉德重申了他的主张，即美联储应该“前置”加息，以遏制通胀。“总体而言，我认为，关于通胀将在未来某个时候消散的想法被过分强调和关注了，”布拉德说。“我们面临通胀不会消散的风险，2022年将是连续第二年出现相当高的通胀水平。所以这就是为什么在这种情况下，美联储应该比在其他情况下更快、更积极地采取行动。”高盛策略师：劳动力市场成为美国公司财报电话会议的关键词高盛集团的策略师说，历史罕见的劳动力市场吃紧、低失业率以及不断上升的工资通胀正在挤压利润率，让美国企业疲于应付。David J． Kostin牵头的策略师表示，通过对标普500指数成份股公司第四季度财报电话会议的分析可以看出，在劳动力参与率仍然低于疫情前水平的情况下，许多公司正在提高薪酬以吸引工人，这对企业利润构成压力。尽管薪资增速达到数十年来最快，但人手问题仍然存在，也是供应链中断的原因之一。“供应链中断继续影响利润率，目前尚不清楚这些问题何时得到解决，”Kostin在一份报告中写道。“最近一个季度的财报电话会议显示，这些中断将持续多久、我们距离正常化还有多远，存在更多不确定性。”尽管如此，Kostin表示，那些在供应链问题出现之初就采取行动的公司能够保护利润率，并说分析师们在财报季开始时低估了企业利润的强劲程度。高盛还建议关注那些资产负债表强劲、利润率稳定、能够在投入成本通胀时期保护利润的优质公司。美国《消费者报告》发布汽车品牌评级 特斯拉下滑至第23位美国《消费者报告》发布汽车品牌评级，特斯拉评级下滑7位，排名23，这是特斯拉七年来最差的表现；特斯拉Model 3不再是2022年电动汽车市场“最佳选择”，而是被福特汽车Mustang Mach-E取代。《消费者报告》高级主管杰克费舍尔表示，Model 3在某些方面无法与福特Mach-E 相媲美，尤其是辅助驾驶方面。“木头姐”：创新型股票被严重低估 近期基金亏损是暂时的Ark Invest首席执行官Cathie Wood周四表示，其专注于创新的投资组合中的科技公司被严重低估，并认为旗下基金最近的抛售是暂时的。“我们的基金出现了大幅下滑，”Wood周四表示。 “我们确实相信创新型股票处于廉价区域……我们的科技股相对于其潜力被大幅低估了……给我们五年时间，我们正在运行一个深度价值投资组合。”Wood的旗舰基金ARK Innovation ETF在2022年陷入了科技股暴跌浪潮的中心，今年迄今已下跌26%。由于对利率上升的预期，她持有的Zoom、Teladoc 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