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211013能量飞车

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- 211013能量飞车211013能量飞车
  ·2022-12-28
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- 211013能量飞车211013能量飞车
  ·2022-12-13
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  After a 33% rise, can Hong Kong stocks still chase?
  大涨后，港股的估值修复行情其实已经差不多完成了。
  After a 33% rise, can Hong Kong stocks still chase?
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- 211013能量飞车211013能量飞车
  ·2022-12-13
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- 211013能量飞车211013能量飞车
  ·2022-12-12
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- 211013能量飞车211013能量飞车
  ·2022-12-07
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- 211013能量飞车211013能量飞车
  ·2022-12-02
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  Big Option Order | Institutions manipulate ultra-short options, and AMC cinema changes to release short-squeezing signals?
  周四的美股期权合约总成交量为40,966,020份，较前一个交易日下跌了11%。
  Big Option Order | Institutions manipulate ultra-short options, and AMC cinema changes to release short-squeezing signals?
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- 211013能量飞车211013能量飞车
  ·2022-11-23
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- 211013能量飞车211013能量飞车
  ·2022-11-01
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- 211013能量飞车211013能量飞车
  ·2022-08-20
  $西方石油(OXY)$🚀🚀🚀🎁🎁🎁💤💰💰💰
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- 211013能量飞车211013能量飞车
  ·2022-08-14
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  Last night and this morning | S&P Nasdaq rose for 4 weeks in a row! Latest 13F Position Exposure
  美股收高，标普与纳指连续第四周上涨；美国国会众议院投票通过通胀削减法案；知名机构景林、文艺复兴Q2美股持仓曝光；5家中企宣布启动美股退市>>>海外市场收盘：美股周五收高，标普与纳指连续第四周上涨美股周
  Last night and this morning | S&P Nasdaq rose for 4 weeks in a row! Latest 13F Position Exposure
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23:24","market":"hk","language":"zh","title":"After a 33% rise, can Hong Kong stocks still chase?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129031119","media":"懒猫的丰收日","summary":"大涨后，港股的估值修复行情其实已经差不多完成了。","content":"<p><html><head></head><body>It's down, it's down,</p><p>On Monday, December 12,<b>The Hang Seng Technology Index fell 4% and the Hang Seng Index fell 2.2%.</b></p><p><img src=\"https://static.tigerbbs.com/867f9086963978402f2981d477aa9222\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Even the A-shares also declined, and the three major indexes closed down by nearly 1%.</p><p>However, reading the comments, everyone doesn't seem to be worried about the sudden plunge:<b>If you dare to fall, I dare to make up for it. If it doesn't fall, then so be it!</b></p><p>Also, under the resonance of multiple favorable resonances, Hong Kong stocks collectively soared in November,<b>The Hang Seng Index surged 26.62%, the biggest month since 2000.</b></p><p>Even since its establishment in 1964, this increase can rank 8th!</p><p><img src=\"https://static.tigerbbs.com/16900e6b7d72b1a105d706f0af700b5c\" tg-width=\"302\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/></p><p>If the increase in December is included, the increase of Hang Seng Index can reach an astonishing 32.52%, leading the major markets in the world.</p><p>A cloud-piercing arrow, thousands of troops come to meet each other. Under such a surge, everyone should naturally not despair for Hong Kong stocks.</p><p>However, another problem followed after the surge:<b>Can Hong Kong stocks still chase?</b></p><p><img src=\"https://static.tigerbbs.com/14c677a3b3daf779fdd53f4c10fbb34c\" tg-width=\"568\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p><b>01 Why does it go up?</b></p><p>Let's talk about why Hong Kong stocks rose first, mainly for these four reasons:</p><p><b>(1) The pace of the Federal Reserve's rate hike slowed down</b></p><p>Hong Kong stocks are an offshore market, and their ups and downs are mainly affected by the liquidity of the US dollar.</p><p>Most of the time, when the US dollar falls, Hong Kong stocks rise; When the US dollar rises, Hong Kong stocks fall.</p><p><img src=\"https://static.tigerbbs.com/927fd6994f3915fad342737337dfa553\" tg-width=\"1080\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/></p><p>For example, in the previous few months, Hong Kong stocks fell to a minimum of 14,600 points, which was 20% lower than the low point in March (18,200). One direct reason is that the Federal Reserve's continuous violent rate hike has pulled the global stock market, including Hong Kong stocks, down.</p><p>Therefore, since November, with the expectation that the pace of the Federal Reserve's rate hike will slow down becoming stronger and stronger, the the US Dollar Index has fallen all the way, from 113 to 105, and Hong Kong stocks have also risen in response, rising from 14,500 points to 20,000 points.</p><p><b>(2) Domestic fundamentals have improved and foreign capital has returned</b></p><p>Needless to say, after liberalization, the biggest expectation of the market is \"economic recovery\".</p><p>Driven by this expectation, real estate has risen, consumption has risen,<b>Even foreign capital has begun to bargain-hunting Chinese assets again.</b></p><p>Since November, JPMorgan Chase & Co. has added a net 18.9 billion Hong Kong shares, and UBS has added 14.4 billion Hong Kong shares.</p><p><img src=\"https://static.tigerbbs.com/038d73022fe4af00ea86c6db44a50ef3\" tg-width=\"1080\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/></p><p>Compare the data from February 2021 to October this year,</p><p>JPMorgan has reduced its holdings by 37.8 billion Hong Kong stocks, and UBS has reduced its holdings by 27.4 billion Hong Kong stocks...</p><p>It took more than a month to take back half of the chips sold in the past 2 years.</p><p>Suddenly, like a spring breeze overnight, the foreign capital who used to vote with their feet has returned ~</p><p><img src=\"https://static.tigerbbs.com/3c8eaad9e0909426242ddc292eefc9b2\" tg-width=\"1080\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/></p><p><b>(3) Turning point of Internet performance</b></p><p>This comes to the third quarterly report,<b>After cost reduction and efficiency increase, the performance of Internet companies has improved significantly.</b></p><p>In the third quarter, Tencent's performance growth rate turned positive, and the performance of Pinduoduo, Aauto Quicker and Meituan also exceeded market expectations, so that the organization's summary of the third quarterly report of the Internet was that \"the performance of most companies exceeded expectations, and the turning point of recovery was gradually clear\".</p><p><img src=\"https://static.tigerbbs.com/b850f0e8794fb2bf97a8fd7e821fcd1a\" tg-width=\"731\" tg-height=\"146\" referrerpolicy=\"no-referrer\"/></p><p><b>(4) It has fallen too much</b></p><p>This is also a very important reason,</p><p>A few days ago, Lazy Cat also wrote that the largest decline of this wave of Hang Seng Technology Index was 75%. Now, although it has rebounded by 50% +, it needs to rise by another 164% to return to the highest point.</p><p>So is the Hang Seng Index,</p><p>Before the fall, the Hang Seng Index fell from a high of 31183 to a low of 14597, a full 53% drop.</p><p>Now, although it has rebounded to 19464, it is still 60% away from the highest point.</p><p><b>Where has 02 gone now?</b></p><p><b>(1) Valuation</b></p><p>Since US dollar liquidity is an important factor in determining the rise and fall of Hong Kong stocks, let's take a look<b>The \"risk premium ratio\" of Hang Seng Index relative to U.S. debt.</b></p><p><img src=\"https://static.tigerbbs.com/13d675bd7cadf8708496b0fde21104f8\" tg-width=\"971\" tg-height=\"544\" referrerpolicy=\"no-referrer\"/></p><p><b>1) 8.56% is an opportunity point. At several big bottoms, the risk premium ratio of Hang Seng Index relative to U.S. debt has exceeded 8.56%.</b></p><p><b>2) On March 15th and the end of October this year, the risk premium rate of Hang Seng Index relative to U.S. debt also exceeded 9%, which led to two waves of big market prices.</b></p><p>It is more obvious to look at the percentile map, that is, the two sharp points circled out, one is March 15th and the other is the end of October. The percentiles are all above 90%, which is absolutely underestimated.</p><p><img src=\"https://static.tigerbbs.com/f33db11ba13f59f99b2de11591b25be5\" tg-width=\"967\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/></p><p><b>3) As of now, the risk premium ratio of Hang Seng Index relative to U.S. debt is 6.71%, which is far from the opportunity point and near the historical average.</b></p><p><b>In terms of valuation, at the current level of U.S. bond yield, the valuation cost-effective ratio of Hang Seng Index is actually not so high.</b></p><p>But it's not so pessimistic,</p><p><b>Compared with itself, looking at PE valuation, the PE of Hang Seng Index is only 9.73 times, which is still near the opportunity value.</b></p><p><b>Moreover, the PE percentile of Hang Seng Index is only 32.64%, and its valuation is lower than 2/3 of the time in history.</b></p><p><img src=\"https://static.tigerbbs.com/c1460473828e11cae91ad86e3cf2c5cf\" tg-width=\"961\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p><b>(2) Position cost line</b></p><p>Looking at everyone's cost line,</p><p>A few days ago, Lazy Cat conducted a survey: see what the cost line of everyone's positions is.</p><p><b>The position cost line of Hang Seng Technology Index is around 5,500 points, which is the beginning of this year when converted into time.</b></p><p><b>Corresponding to the Hang Seng Index, at the beginning of this year, the point of the Hang Seng Index was around 24,000 points, and the Hang Seng Index was still a certain distance away from the strong selling pressure (the position of capital preservation).</b></p><p><img src=\"https://static.tigerbbs.com/a17dc85daf23747183ca1ce07cb72593\" tg-width=\"1080\" tg-height=\"638\" referrerpolicy=\"no-referrer\"/></p><p><b>03</b></p><p>Finally, the main points are refined:</p><p>(1) Hong Kong stocks are an offshore market, with fundamentals following the domestic market and liquidity following the US dollar. Under the double benefits of the slowdown of the Federal Reserve's rate hike and the domestic economic recovery, there has been a retaliatory rise since November.</p><p>At the same time, the continuous outflow of foreign capital also came back, and in more than a month, half of the chips sold in the past two years were picked back.</p><p><b>(2) After the sharp rise, the valuation repair of Hong Kong stocks has actually been almost completed. From the perspective of risk premium, the \"risk premium rate\" of Hang Seng Index relative to US debt has returned to the historical average level, and the cost performance ratio of stocks and bonds is not so high.</b></p><p><b>(3) However, compared with its own vertical comparison, the valuation level of Hong Kong stocks is still not high and attractive. Moreover, there is still a certain distance from the cost line of most people. There may be a take-profit plate in this position, but the selling pressure should not be that big.</b></p><p></body></html></p>","source":"lsy1624331313526","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>After a 33% rise, can Hong Kong stocks still chase?</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\">\nAfter a 33% rise, can Hong Kong stocks still chase?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">懒猫的丰收日</strong><span class=\"h-time small\">2022-12-12 23:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It's down, it's down,</p><p>On Monday, December 12,<b>The Hang Seng Technology Index fell 4% and the Hang Seng Index fell 2.2%.</b></p><p><img src=\"https://static.tigerbbs.com/867f9086963978402f2981d477aa9222\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Even the A-shares also declined, and the three major indexes closed down by nearly 1%.</p><p>However, reading the comments, everyone doesn't seem to be worried about the sudden plunge:<b>If you dare to fall, I dare to make up for it. If it doesn't fall, then so be it!</b></p><p>Also, under the resonance of multiple favorable resonances, Hong Kong stocks collectively soared in November,<b>The Hang Seng Index surged 26.62%, the biggest month since 2000.</b></p><p>Even since its establishment in 1964, this increase can rank 8th!</p><p><img src=\"https://static.tigerbbs.com/16900e6b7d72b1a105d706f0af700b5c\" tg-width=\"302\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/></p><p>If the increase in December is included, the increase of Hang Seng Index can reach an astonishing 32.52%, leading the major markets in the world.</p><p>A cloud-piercing arrow, thousands of troops come to meet each other. Under such a surge, everyone should naturally not despair for Hong Kong stocks.</p><p>However, another problem followed after the surge:<b>Can Hong Kong stocks still chase?</b></p><p><img src=\"https://static.tigerbbs.com/14c677a3b3daf779fdd53f4c10fbb34c\" tg-width=\"568\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p><b>01 Why does it go up?</b></p><p>Let's talk about why Hong Kong stocks rose first, mainly for these four reasons:</p><p><b>(1) The pace of the Federal Reserve's rate hike slowed down</b></p><p>Hong Kong stocks are an offshore market, and their ups and downs are mainly affected by the liquidity of the US dollar.</p><p>Most of the time, when the US dollar falls, Hong Kong stocks rise; When the US dollar rises, Hong Kong stocks fall.</p><p><img src=\"https://static.tigerbbs.com/927fd6994f3915fad342737337dfa553\" tg-width=\"1080\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/></p><p>For example, in the previous few months, Hong Kong stocks fell to a minimum of 14,600 points, which was 20% lower than the low point in March (18,200). One direct reason is that the Federal Reserve's continuous violent rate hike has pulled the global stock market, including Hong Kong stocks, down.</p><p>Therefore, since November, with the expectation that the pace of the Federal Reserve's rate hike will slow down becoming stronger and stronger, the the US Dollar Index has fallen all the way, from 113 to 105, and Hong Kong stocks have also risen in response, rising from 14,500 points to 20,000 points.</p><p><b>(2) Domestic fundamentals have improved and foreign capital has returned</b></p><p>Needless to say, after liberalization, the biggest expectation of the market is \"economic recovery\".</p><p>Driven by this expectation, real estate has risen, consumption has risen,<b>Even foreign capital has begun to bargain-hunting Chinese assets again.</b></p><p>Since November, JPMorgan Chase & Co. has added a net 18.9 billion Hong Kong shares, and UBS has added 14.4 billion Hong Kong shares.</p><p><img src=\"https://static.tigerbbs.com/038d73022fe4af00ea86c6db44a50ef3\" tg-width=\"1080\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/></p><p>Compare the data from February 2021 to October this year,</p><p>JPMorgan has reduced its holdings by 37.8 billion Hong Kong stocks, and UBS has reduced its holdings by 27.4 billion Hong Kong stocks...</p><p>It took more than a month to take back half of the chips sold in the past 2 years.</p><p>Suddenly, like a spring breeze overnight, the foreign capital who used to vote with their feet has returned ~</p><p><img src=\"https://static.tigerbbs.com/3c8eaad9e0909426242ddc292eefc9b2\" tg-width=\"1080\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/></p><p><b>(3) Turning point of Internet performance</b></p><p>This comes to the third quarterly report,<b>After cost reduction and efficiency increase, the performance of Internet companies has improved significantly.</b></p><p>In the third quarter, Tencent's performance growth rate turned positive, and the performance of Pinduoduo, Aauto Quicker and Meituan also exceeded market expectations, so that the organization's summary of the third quarterly report of the Internet was that \"the performance of most companies exceeded expectations, and the turning point of recovery was gradually clear\".</p><p><img src=\"https://static.tigerbbs.com/b850f0e8794fb2bf97a8fd7e821fcd1a\" tg-width=\"731\" tg-height=\"146\" referrerpolicy=\"no-referrer\"/></p><p><b>(4) It has fallen too much</b></p><p>This is also a very important reason,</p><p>A few days ago, Lazy Cat also wrote that the largest decline of this wave of Hang Seng Technology Index was 75%. Now, although it has rebounded by 50% +, it needs to rise by another 164% to return to the highest point.</p><p>So is the Hang Seng Index,</p><p>Before the fall, the Hang Seng Index fell from a high of 31183 to a low of 14597, a full 53% drop.</p><p>Now, although it has rebounded to 19464, it is still 60% away from the highest point.</p><p><b>Where has 02 gone now?</b></p><p><b>(1) Valuation</b></p><p>Since US dollar liquidity is an important factor in determining the rise and fall of Hong Kong stocks, let's take a look<b>The \"risk premium ratio\" of Hang Seng Index relative to U.S. debt.</b></p><p><img src=\"https://static.tigerbbs.com/13d675bd7cadf8708496b0fde21104f8\" tg-width=\"971\" tg-height=\"544\" referrerpolicy=\"no-referrer\"/></p><p><b>1) 8.56% is an opportunity point. At several big bottoms, the risk premium ratio of Hang Seng Index relative to U.S. debt has exceeded 8.56%.</b></p><p><b>2) On March 15th and the end of October this year, the risk premium rate of Hang Seng Index relative to U.S. debt also exceeded 9%, which led to two waves of big market prices.</b></p><p>It is more obvious to look at the percentile map, that is, the two sharp points circled out, one is March 15th and the other is the end of October. The percentiles are all above 90%, which is absolutely underestimated.</p><p><img src=\"https://static.tigerbbs.com/f33db11ba13f59f99b2de11591b25be5\" tg-width=\"967\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/></p><p><b>3) As of now, the risk premium ratio of Hang Seng Index relative to U.S. debt is 6.71%, which is far from the opportunity point and near the historical average.</b></p><p><b>In terms of valuation, at the current level of U.S. bond yield, the valuation cost-effective ratio of Hang Seng Index is actually not so high.</b></p><p>But it's not so pessimistic,</p><p><b>Compared with itself, looking at PE valuation, the PE of Hang Seng Index is only 9.73 times, which is still near the opportunity value.</b></p><p><b>Moreover, the PE percentile of Hang Seng Index is only 32.64%, and its valuation is lower than 2/3 of the time in history.</b></p><p><img src=\"https://static.tigerbbs.com/c1460473828e11cae91ad86e3cf2c5cf\" tg-width=\"961\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p><b>(2) Position cost line</b></p><p>Looking at everyone's cost line,</p><p>A few days ago, Lazy Cat conducted a survey: see what the cost line of everyone's positions is.</p><p><b>The position cost line of Hang Seng Technology Index is around 5,500 points, which is the beginning of this year when converted into time.</b></p><p><b>Corresponding to the Hang Seng Index, at the beginning of this year, the point of the Hang Seng Index was around 24,000 points, and the Hang Seng Index was still a certain distance away from the strong selling pressure (the position of capital preservation).</b></p><p><img src=\"https://static.tigerbbs.com/a17dc85daf23747183ca1ce07cb72593\" tg-width=\"1080\" tg-height=\"638\" referrerpolicy=\"no-referrer\"/></p><p><b>03</b></p><p>Finally, the main points are refined:</p><p>(1) Hong Kong stocks are an offshore market, with fundamentals following the domestic market and liquidity following the US dollar. Under the double benefits of the slowdown of the Federal Reserve's rate hike and the domestic economic recovery, there has been a retaliatory rise since November.</p><p>At the same time, the continuous outflow of foreign capital also came back, and in more than a month, half of the chips sold in the past two years were picked back.</p><p><b>(2) After the sharp rise, the valuation repair of Hong Kong stocks has actually been almost completed. From the perspective of risk premium, the \"risk premium rate\" of Hang Seng Index relative to US debt has returned to the historical average level, and the cost performance ratio of stocks and bonds is not so high.</b></p><p><b>(3) However, compared with its own vertical comparison, the valuation level of Hong Kong stocks is still not high and attractive. Moreover, there is still a certain distance from the cost line of most people. There may be a take-profit plate in this position, but the selling pressure should not be that big.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/js9T0kZGCS1HYCOZkK424A\">懒猫的丰收日</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cf777090175126e4590c3b8afdfe41e","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/js9T0kZGCS1HYCOZkK424A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129031119","content_text":"跌了，跌了，12月12日周一，恒生科技指数跌了4%，恒生指数跌了2.2%。连带着A股也跟着颓了，三大指数收盘都跌了将近1%。不过看评论，大家对突如其来的大跌似乎并不担心：你敢跌，我就敢补，如果不跌，那就这样吧！也是，多重利好共振下，11月港股集体暴涨，恒生指数大涨26.62%，这是2000年以来恒指涨幅最大的一个月。即使从1964年成立以来算，这个涨幅也能排第8！如果把12月的涨幅也算进去的话，恒指的涨幅更是能达到惊人的32.52%，领跑全球主要市场。一根穿云箭，千军万马来相见，如此暴涨之下，大家自然不应该对港股再绝望。不过，大涨后另一个问题也随之而来：港股还能追吗？01为什么涨？先说说港股为什么涨，主要是这4个原因：（1）美联储加息节奏放缓港股是一个离岸市场，涨跌也主要受美元流动性的影响。大部分时间里，美元跌，港股就涨；美元涨，港股就跌。比如前几个月的大跌，港股最低跌到14600点，比3月份的低点（18200）还低了20%。一个直接原因就是美联储持续暴力加息，把包括港股在内的全球股市都拉下了水。所以，11月以来，随着美联储加息节奏放缓的预期越来越强烈，美元指数是一路下跌，从113跌到了105，港股也应声而起，从14500点涨回到了20000点。（2）国内基本面好转，外资又回来了这个就不用展开说了，放开后，市场最大的预期就是“经济复苏”。在这个预期带动下，地产涨了，消费涨了，连带着外资也开始重新抄底中国资产了。11月以来，摩根大通（JPMorgan Chase &Co.）净增持了189亿港股，瑞银（UBS）增持了144亿港股。再对比下2021年2月到今年10月的数据，摩根大通累积减持了378亿港股，瑞银累积减持了274亿港股...一个多月就把过去2年抛售筹码的一半接回来了。忽如一夜春风来，曾经用脚投票的外资又回来了~（3）互联网业绩拐点这就要说到三季报了，降本增效后，互联网公司业绩明显改善。三季度，腾讯业绩增速转正，拼多多、快手、美团的业绩也超出了市场预期，以至于机构对互联网三季报的总结是“多数公司业绩超预期，复苏拐点逐步明晰”。（4）跌的多了这也是一个很重要的原因，前几天，懒猫还写过，这一波恒生科技指数最大跌幅是75%，现在虽然反弹了50%+，但回到最高点还需要再涨164%。恒生指数也一样，下跌前，恒生指数是从31183的高点跌下来的，最低跌到14597，足足跌了53%。现在虽然反弹到了19464，但离最高点还有60%的距离。02现在走到哪了？（1）估值既然美元流动性是决定港股涨跌的重要因素，那我们看下恒生指数相对于美债的“风险溢价率”。1）8.56%是一个机会点，几次大的底部，恒生指数相对美债的风险溢价率都超过了8.56%。2）今年3月15日和10月底，恒生指数相对美债的风险溢价率也都超过了9%，这才有了随之而来的两波大行情。看百分位图更明显，就是圈出来的那2个尖点，一个是3月15日，一个是10月底，百分位都在90%以上，绝对的低估。3）至于现在，恒生指数相对美债的风险溢价率是6.71%，已经远离了机会点，历史平均值附近。从估值上来说，在当前美债收益率水平下，恒生指数的估值性价比其实已经没那么高了。但也没那么悲观，和自身对比，看PE估值的话，恒生指数的PE只有9.73倍，还在机会值附近。而且恒指的PE百分位也只有32.64%，估值比历史上2/3的时候都低。（2）持仓成本线再看大家的成本线，前几天懒猫搞过一个调查：看看大家的持仓成本线是多少。恒生科技指数的持仓成本线在5500点附近，换算成时间也就是今年年初的时候。对应到恒生指数上，今年年初，恒生指数的点位在24000点附近，恒指离强抛压（保本出的位置）仍有一定距离。03最后提炼下要点：（1）港股是一个离岸市场，基本面跟着国内走，流动性跟着美元走，在美联储加息节奏放缓和国内经济复苏的双重利好下，11月以来出现了报复性上涨。与此同时，持续流出的外资也回来了，一个多月就把过去2年抛售筹码的一半接回来了。（2）大涨后，港股的估值修复行情其实已经差不多完成了。从风险溢价的角度来看，恒指相对美债的“风险溢价率”已经回到历史平均水平附近，股债性价比没那么高了。（3）但和自身纵向对比，港股的估值水平仍然算不得高，还有吸引力。而且离大部分人的成本线也还有一定距离，这个位置可能有止盈盘，但抛压应该没那么大。","news_type":1,"symbols_score_info":{"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":4490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923724448,"gmtCreate":1670917627884,"gmtModify":1676538459629,"author":{"id":"3578208981838945","authorId":"3578208981838945","name":"211013能量飞车","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208981838945","idStr":"3578208981838945"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923724448","repostId":"1150737270","repostType":2,"isVote":1,"tweetType":1,"viewCount":4111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923817951,"gmtCreate":1670822861374,"gmtModify":1676538440963,"author":{"id":"3578208981838945","authorId":"3578208981838945","name":"211013能量飞车","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208981838945","idStr":"3578208981838945"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923817951","repostId":"1195548564","repostType":2,"isVote":1,"tweetType":1,"viewCount":4801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920040663,"gmtCreate":1670403854352,"gmtModify":1676538361062,"author":{"id":"3578208981838945","authorId":"3578208981838945","name":"211013能量飞车","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208981838945","idStr":"3578208981838945"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920040663","repostId":"1168304633","repostType":4,"isVote":1,"tweetType":1,"viewCount":4574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965530897,"gmtCreate":1669978800619,"gmtModify":1676538282011,"author":{"id":"3578208981838945","authorId":"3578208981838945","name":"211013能量飞车","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208981838945","idStr":"3578208981838945"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965530897","repostId":"1125372710","repostType":2,"repost":{"id":"1125372710","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":1669964538,"share":"https://ttm.financial/m/news/1125372710?lang=en_US&edition=fundamental","pubTime":"2022-12-02 15:02","market":"us","language":"zh","title":"Big Option Order | Institutions manipulate ultra-short options, and AMC cinema changes to release short-squeezing signals?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125372710","media":"老虎资讯综合","summary":"周四的美股期权合约总成交量为40,966,020份，较前一个交易日下跌了11%。","content":"<p><html><head></head><body><b>I. Market Overview (December 1)</b></p><p>On the first trading day of December, U.S. stocks were mixed, with the Nasdaq rising slightly and the Dow falling 190 points. Investors are evaluating a slew of economic data and awaiting Friday's November nonfarm payrolls report. The Fed-favored October core PCE index indicated declining inflationary pressures, and November saw the ISM manufacturing index shrink for the first time since May 2020.</p><p><img src=\"https://static.tigerbbs.com/03e1415e73fd161b262198c1fa3b4bb9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>In the options market, total contract volume was 40,966,020 on Thursday, down 11% from the previous session.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Options trading was active before its electric truck went public. Bullish Bets on AMC Cinemas Surge. The option trading activity of China Concept Stocks remains active.</p><p><b>TOP10 Total Option Trading Volume</b></p><p><img src=\"https://static.tigerbbs.com/cdcfa5b1f5895be547530a35a7172e6e\" tg-width=\"431\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p><p>The option trading of S&P and Nasdaq ETF still ranks in the top two. This situation seems ordinary, but combined with the recent market situation, it has a different taste-<b>Some people think that this is inseparable from the fact that professional institutional traders are conducting a large number of intraday trading of options.</b></p><p>According to data provider OptionMetrics,<b>Intraday trading volumes of options that track the S&P 500 have now reached record highs, with an average daily volume of about 1.5 million in November, more than double that of January this year and more than four times that of early 2020.</b></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist Rocky Fishman recently said,<b>Ultra-short-term options have been \"the area with the strongest volume growth\". He estimated that day trading accounted for about 44 percent of the S&P 500 options traded in the third and fourth quarters of this year.</b>At first, Wall Street strategists thought that day trading of options was driven largely by individual investors<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>According to the research, personal accounts accounted for only 5.6% of intraday trading of options against the S&P 500 index.</p><p>Intraday trading of options can gain exposure from intraday fluctuations, where the option seller charges a premium and assumes price risk for a relatively short period of time.</p><p>And the reason why intraday trading of options is linked to volatile market is,<b>It is considered that market makers selling options contracts will hedge their positions to avoid betting on the direction of the market, and sometimes this hedging will accelerate market changes.</b>For example, after market makers sell a lot of stock index calls, and the S&P 500 rises, they can hedge by buying S&P 500 futures. In this regard, there is a view that index futures trading will in turn affect the stock price.</p><p><b>Some financial institutions try to \"weaponize\" this trading method and influence the market trend by \"amplifying and extracting\" expectations.</b></p><p><b>3. Movement observation</b></p><p><img src=\"https://static.tigerbbs.com/e2945068cb8671a5a30c6064583386da\" tg-width=\"437\" tg-height=\"837\" width=\"100%\" height=\"auto\"/></p><p>In terms of abnormal changes,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Option movement orders topped the list.<b>However, it is particularly noteworthy that the new<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>, but its shares surged 27% at one point Thursday, the biggest gain since May 12, closing 13% higher.</b></p><p>On Thursday,<b>AMC Cinema has three times the trading volume of calls over the past 20-day average!</b>The CALL Option, which expires on Dec. 2, with a strike price of $8, was particularly high in volume, with 80,218 contracts traded. In addition, apewisdom shows that AMC Cinemas has been mentioned 138 times on Reddit's WSB page in the past 24 hours, a 626% surge, ranking third.</p><p><img src=\"https://static.tigerbbs.com/d6888b24b5a1fcafb3b5ef68d4d7f80d\" tg-width=\"1000\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p>As the leading brother in \"retail investors squeezing short\", is AMC Cinema going to set off another storm?</p><p><img src=\"https://static.tigerbbs.com/70446820d7d21c8a8d24fa95bf1cd3c0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Option Order | Institutions manipulate ultra-short options, and AMC cinema changes to release short-squeezing signals?</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\">\nBig Option Order | Institutions manipulate ultra-short options, and AMC cinema changes to release short-squeezing signals?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-12-02 15:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>I. Market Overview (December 1)</b></p><p>On the first trading day of December, U.S. stocks were mixed, with the Nasdaq rising slightly and the Dow falling 190 points. Investors are evaluating a slew of economic data and awaiting Friday's November nonfarm payrolls report. The Fed-favored October core PCE index indicated declining inflationary pressures, and November saw the ISM manufacturing index shrink for the first time since May 2020.</p><p><img src=\"https://static.tigerbbs.com/03e1415e73fd161b262198c1fa3b4bb9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>In the options market, total contract volume was 40,966,020 on Thursday, down 11% from the previous session.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Options trading was active before its electric truck went public. Bullish Bets on AMC Cinemas Surge. The option trading activity of China Concept Stocks remains active.</p><p><b>TOP10 Total Option Trading Volume</b></p><p><img src=\"https://static.tigerbbs.com/cdcfa5b1f5895be547530a35a7172e6e\" tg-width=\"431\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p><p>The option trading of S&P and Nasdaq ETF still ranks in the top two. This situation seems ordinary, but combined with the recent market situation, it has a different taste-<b>Some people think that this is inseparable from the fact that professional institutional traders are conducting a large number of intraday trading of options.</b></p><p>According to data provider OptionMetrics,<b>Intraday trading volumes of options that track the S&P 500 have now reached record highs, with an average daily volume of about 1.5 million in November, more than double that of January this year and more than four times that of early 2020.</b></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist Rocky Fishman recently said,<b>Ultra-short-term options have been \"the area with the strongest volume growth\". He estimated that day trading accounted for about 44 percent of the S&P 500 options traded in the third and fourth quarters of this year.</b>At first, Wall Street strategists thought that day trading of options was driven largely by individual investors<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>According to the research, personal accounts accounted for only 5.6% of intraday trading of options against the S&P 500 index.</p><p>Intraday trading of options can gain exposure from intraday fluctuations, where the option seller charges a premium and assumes price risk for a relatively short period of time.</p><p>And the reason why intraday trading of options is linked to volatile market is,<b>It is considered that market makers selling options contracts will hedge their positions to avoid betting on the direction of the market, and sometimes this hedging will accelerate market changes.</b>For example, after market makers sell a lot of stock index calls, and the S&P 500 rises, they can hedge by buying S&P 500 futures. In this regard, there is a view that index futures trading will in turn affect the stock price.</p><p><b>Some financial institutions try to \"weaponize\" this trading method and influence the market trend by \"amplifying and extracting\" expectations.</b></p><p><b>3. Movement observation</b></p><p><img src=\"https://static.tigerbbs.com/e2945068cb8671a5a30c6064583386da\" tg-width=\"437\" tg-height=\"837\" width=\"100%\" height=\"auto\"/></p><p>In terms of abnormal changes,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Option movement orders topped the list.<b>However, it is particularly noteworthy that the new<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>, but its shares surged 27% at one point Thursday, the biggest gain since May 12, closing 13% higher.</b></p><p>On Thursday,<b>AMC Cinema has three times the trading volume of calls over the past 20-day average!</b>The CALL Option, which expires on Dec. 2, with a strike price of $8, was particularly high in volume, with 80,218 contracts traded. In addition, apewisdom shows that AMC Cinemas has been mentioned 138 times on Reddit's WSB page in the past 24 hours, a 626% surge, ranking third.</p><p><img src=\"https://static.tigerbbs.com/d6888b24b5a1fcafb3b5ef68d4d7f80d\" tg-width=\"1000\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p>As the leading brother in \"retail investors squeezing short\", is AMC Cinema going to set off another storm?</p><p><img src=\"https://static.tigerbbs.com/70446820d7d21c8a8d24fa95bf1cd3c0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"SPY":"标普500ETF","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125372710","content_text":"一、市场概览 （12月1日）12月首个交易日，美股涨跌不一，纳指微涨，道指下跌190点。投资者正在评估一系列经济数据，并等待周五的11月非农就业报告。美联储青睐的10月核心PCE指数表明通胀压力下降，11月ISM制造业指数出现2020年5月份以来的首次萎缩。在期权市场方面，周四的合约总成交量为40,966,020份，较前一个交易日下跌了11%。特斯拉的期权交易在其电动卡车上市前非常活跃。对AMC院线的看涨押注激增。中概股的期权交易活动依然活跃。二、期权成交总量TOP10标普及纳指ETF的期权交易依然排在前两位。这种情况看似平常，但结合近期市场情况来分析，就有了不同的味道——有观点认为，这与专业机构交易员正进行大量期权日内交易有分不开的关系。根据数据供应商OptionMetrics，目前追踪标普500指数的期权日内交易成交量已经达到创纪录高位，11月的日均成交量约为150万笔，是今年1月份的两倍多，更是2020年初交易量的四倍之多。高盛策略师Rocky Fishman近日表示，超短期期权一直是“交易量增长最强劲的领域”。他估计，在今年第三和第四季度交易的标普500指数期权中，日内交易的占比达到约44%。起初华尔街策略师以为期权日内交易主要由个人投资者推动的，但按照摩根大通的研究结果，在针对标普500指数的期权日内交易中，个人账户的占比仅为5.6%。期权日内交易可以从盘中波动获得风险敞口，其中期权卖方收取溢价，并在相对较短的时间内承担价格风险。而之所以会将期权日内交易和波动行情联系在一起，是考虑到卖出期权合约的做市商会对冲头寸以避免押注市场走向，而有时这种对冲将会加速行情变化。比如在做市商大量出售股指看涨期权之后，标普500指数上涨，那么他们就可以通过购买标普500指数期货来进行对冲。对此有观点认为，指数期货交易会反过来影响股价。部分金融机构试图将这种交易方式“武器化”，以“放大和榨取”预期的方式来左右市场走势。三、异动观察异动方面，阿里巴巴期权异动单登上榜首。不过，特别值得注意的是新上榜的AMC院线，但其股价周四一度飙升27%，创下5月12日以来的最大涨幅，收盘上涨13%。周四，AMC院线的看涨期权交易量是过去20天平均水平的三倍！12月2日到期的行权价8美元的CALL Option成交量尤其高，有80,218份合约交易。此外，apewisdom显示，AMC院线在过去24小时内在Reddit的WSB页面被提及138次，暴增626%，排名第三。作为“散户逼空”中的带头大哥，AMC院线是不是又要掀起一场风暴？","news_type":1,"symbols_score_info":{"SPY":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968860584,"gmtCreate":1669177185248,"gmtModify":1676538163166,"author":{"id":"3578208981838945","authorId":"3578208981838945","name":"211013能量飞车","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208981838945","idStr":"3578208981838945"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968860584","repostId":"2285893756","repostType":4,"isVote":1,"tweetType":1,"viewCount":5223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985943018,"gmtCreate":1667302930734,"gmtModify":1676537894351,"author":{"id":"3578208981838945","authorId":"3578208981838945","name":"211013能量飞车","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208981838945","idStr":"3578208981838945"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985943018","repostId":"2279138461","repostType":4,"isVote":1,"tweetType":1,"viewCount":3679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998395301,"gmtCreate":1660933738808,"gmtModify":1676536425443,"author":{"id":"3578208981838945","authorId":"3578208981838945","name":"211013能量飞车","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208981838945","idStr":"3578208981838945"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/OXY\">$西方石油(OXY)$</a>🚀🚀🚀🎁🎁🎁💤💰💰💰","listText":"<a href=\"https://ttm.financial/S/OXY\">$西方石油(OXY)$</a>🚀🚀🚀🎁🎁🎁💤💰💰💰","text":"$西方石油(OXY)$🚀🚀🚀🎁🎁🎁💤💰💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998395301","isVote":1,"tweetType":1,"viewCount":3950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999954773,"gmtCreate":1660454100494,"gmtModify":1676533474384,"author":{"id":"3578208981838945","authorId":"3578208981838945","name":"211013能量飞车","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578208981838945","idStr":"3578208981838945"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999954773","repostId":"1172206517","repostType":4,"repost":{"id":"1172206517","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":1660349729,"share":"https://ttm.financial/m/news/1172206517?lang=en_US&edition=fundamental","pubTime":"2022-08-13 08:15","market":"fut","language":"zh","title":"Last night and this morning | S&P Nasdaq rose for 4 weeks in a row! Latest 13F Position Exposure","url":"https://stock-news.laohu8.com/highlight/detail?id=1172206517","media":"老虎资讯综合","summary":"美股收高，标普与纳指连续第四周上涨；美国国会众议院投票通过通胀削减法案；知名机构景林、文艺复兴Q2美股持仓曝光；5家中企宣布启动美股退市>>>海外市场收盘：美股周五收高，标普与纳指连续第四周上涨美股周","content":"<p><html><head></head><body>U.S. stocks closed higher, with S&P and Nasdaq rising for the fourth consecutive week; U.S. House of Representatives votes to pass inflation reduction bill; Well-known institutions Jinglin and Renaissance Q2 US stock positions were exposed; 5 Chinese companies announced the launch of US stock delisting>>><b>Overseas markets</b></p><p><b>Closing: U.S. stocks close higher on Friday, with S&P and Nasdaq rising for fourth straight week</b></p><p>U.S. stocks closed higher on Friday, with all three major indexes recording gains this week. The Dow rose 424.38 points, or 1.27%, to 33,761.05 points; The Nasdaq rose 267.27 points, or 2.09%, to 13047.19 points; The S&P 500 rose 72.88 points, or 1.73%, to 4,280.15. All three major U.S. stock indexes recorded gains this week, with the Dow up 2.92%, the Nasdaq up 3.08% and the S&P 500 up 3.26%. Both the Nasdaq and the S&P 500 recorded their fourth straight weekly gains.</p><p><b>Popular Chinese concept stocks closed mixed on Friday</b></p><p>Popular Chinese stocks have mixed ups and downs,<a href=\"https://laohu8.com/S/NIO\">Nio</a>up 1.39%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 0.92%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 0.70%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>up 0.23%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>up 0.19%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>down 0.11%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>down 0.67%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 0.81%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>down 1.07%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>down 1.65%.</p><p><b>U.S. WTI crude oil futures closed down 2.4% on Friday</b></p><p>The market expects the U.S. Gulf of Mexico's crude supply disruption to be short-term, while fears of a recession overshadow the demand outlook. West Texas Intermediate (WTI) crude oil futures for September delivery closed down $2.25, or 2.4%, at $92.09 per barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed 0.5% higher in New York on Friday, as gold prices recorded their fourth straight weekly gains this week</b></p><p>Gold futures in New York closed higher on Friday, shaking off morning losses and recording a fourth straight weekly gain. Gold futures for December delivery on the New York Mercantile Exchange rose $8.3, or 0.46%, to close at $1,815.50 an ounce. Gold futures prices rose by 1.36% this week, recording the fourth consecutive weekly gain and the longest winning streak since December 31, 2021.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2259727570\" target=\"_blank\"><b>U.S. House of Representatives votes to pass inflation reduction bill</b></a></p><p>The U.S. House of Representatives voted 220 to 207 to pass the Inflation Reduction Act of 2022. The bill covers combating climate change and expanding health care coverage, among other things. The next bill will be signed by President Biden.</p><p><b>U.S. Senate Democrats: SEC Should Intensify Clampdown on Corporate Executive Insider Trading</b></p><p>On Friday, local time, Warren and other Senate Democrats sent a letter to SEC Chairman Gary Gensler, saying that the SEC should act quickly to strengthen its rules, and that insiders should not be allowed to use inside information to trade without being punished.</p><p><a href=\"https://laohu8.com/NW/2259357721\" target=\"_blank\"><b>US Media: Former US President Trump is suspected of violating the Anti-Espionage Act</b></a></p><p>According to court records released Aug. 12 local time, federal law enforcement agencies suspected former President Trump of violating the Espionage Act and other related laws, and thus obtained a search warrant for his Mar-a-Lago estate in Florida.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1119741216\" target=\"_blank\"><b>Jinglin Q2 U.S. Stock Positions: Shell Rises to the First Awkwardness Ali and Pinduoduo Return to the Top Ten Positions</b></a><b></b></p><p>On Friday morning, local time in the United States, Jinglin, a well-known private equity in China, disclosed the position report (Table 13F) as of June 30th. In the second quarter, when the market fluctuated violently, the fund also launched an obvious position change operation. According to the company's disclosure, at the end of the first quarter, Jinglin's overall position was USD 2.244 billion, a slight decrease from the previous quarter, and the concentration of the top ten positions remained at 78.18%.</p><p><a href=\"https://laohu8.com/NW/2259727587\" target=\"_blank\"><b>Renaissance more than tripled its position in NIO last quarter, reducing its Tesla holdings</b></a></p><p>Renaissance increased its holdings in Nio Automotive ADR (229%),<a href=\"https://laohu8.com/S/CVX\">Chevron</a>、<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway Class B Shares,<a href=\"https://laohu8.com/S/MPC\">Marathon Oil</a>Wait for 1963 stocks. Reduce holdings in Tesla, AMD, Moderna,<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Wait for 1490 stocks. Heavy holdings include Microsoft, Meta,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Chevron. Jiancang to do more Microsoft,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>、<a href=\"https://laohu8.com/S/C\">Citigroup</a>Wait for 706 stocks. Clearance Amazon,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>And Google C,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Pharmaceuticals,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Wait for 567 stocks.</p><p><a href=\"https://laohu8.com/NW/2259150742\" target=\"_blank\"><b>Another U.S. Retail Giant Layoffs! Best Buy laid off 'hundreds' of jobs in past week, report says</b></a></p><p>Best Buy, the nation's largest consumer electronics retailer, is cutting jobs across the U.S. in an effort to cut costs and boost profits, media reported Friday, citing people familiar with the matter. According to the report, Best Buy laid off \"hundreds\" of jobs across the United States in the past week. The company has reduced headcount at its retail stores while also cutting some positions for employees who help customers plan and purchase home entertainment layouts.</p><p><a href=\"https://laohu8.com/NW/2259747544\" target=\"_blank\"><b>Interactive fitness platform Peloton has announced nearly 800 job cuts, numerous store closures and product price increases</b></a></p><p>Peloton, the world's largest interactive fitness platform, told employees on Friday that it will lay off about 780 jobs, close a number of retail stores and raise prices on some devices in an effort to reduce costs and turn profitable. The company did not specify how many of its 86 retail stores it plans to close, but said it plans to \"aggressively\" reduce from 2023.</p><p><a href=\"https://laohu8.com/NW/2258719062\" target=\"_blank\"><b>What does it mean that five Chinese companies announced the launch of delisting from the United States? What are the implications?</b></a></p><p>In terms of Chinese stocks, five Chinese companies, namely PetroChina, Sinopec, China Life Insurance, Chinalco and Shanghai Petrochemical, announced that they would delist their depositary shares from the NYSE. In response, the New York Stock Exchange said it had \"no comment\" on the matter. As of Friday's close, PetroChina closed down 1.65%, Sinopec fell 1.8%, Chinalco fell 0.76%, China Life fell 1.46% and Shanghai Petrochemical fell 1.06%.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | S&P Nasdaq rose for 4 weeks in a row! Latest 13F Position Exposure</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | S&P Nasdaq rose for 4 weeks in a row! Latest 13F Position Exposure\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-13 08:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. stocks closed higher, with S&P and Nasdaq rising for the fourth consecutive week; U.S. House of Representatives votes to pass inflation reduction bill; Well-known institutions Jinglin and Renaissance Q2 US stock positions were exposed; 5 Chinese companies announced the launch of US stock delisting>>><b>Overseas markets</b></p><p><b>Closing: U.S. stocks close higher on Friday, with S&P and Nasdaq rising for fourth straight week</b></p><p>U.S. stocks closed higher on Friday, with all three major indexes recording gains this week. The Dow rose 424.38 points, or 1.27%, to 33,761.05 points; The Nasdaq rose 267.27 points, or 2.09%, to 13047.19 points; The S&P 500 rose 72.88 points, or 1.73%, to 4,280.15. All three major U.S. stock indexes recorded gains this week, with the Dow up 2.92%, the Nasdaq up 3.08% and the S&P 500 up 3.26%. Both the Nasdaq and the S&P 500 recorded their fourth straight weekly gains.</p><p><b>Popular Chinese concept stocks closed mixed on Friday</b></p><p>Popular Chinese stocks have mixed ups and downs,<a href=\"https://laohu8.com/S/NIO\">Nio</a>up 1.39%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 0.92%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 0.70%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>up 0.23%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>up 0.19%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>down 0.11%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>down 0.67%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 0.81%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>down 1.07%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>down 1.65%.</p><p><b>U.S. WTI crude oil futures closed down 2.4% on Friday</b></p><p>The market expects the U.S. Gulf of Mexico's crude supply disruption to be short-term, while fears of a recession overshadow the demand outlook. West Texas Intermediate (WTI) crude oil futures for September delivery closed down $2.25, or 2.4%, at $92.09 per barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed 0.5% higher in New York on Friday, as gold prices recorded their fourth straight weekly gains this week</b></p><p>Gold futures in New York closed higher on Friday, shaking off morning losses and recording a fourth straight weekly gain. Gold futures for December delivery on the New York Mercantile Exchange rose $8.3, or 0.46%, to close at $1,815.50 an ounce. Gold futures prices rose by 1.36% this week, recording the fourth consecutive weekly gain and the longest winning streak since December 31, 2021.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2259727570\" target=\"_blank\"><b>U.S. House of Representatives votes to pass inflation reduction bill</b></a></p><p>The U.S. House of Representatives voted 220 to 207 to pass the Inflation Reduction Act of 2022. The bill covers combating climate change and expanding health care coverage, among other things. The next bill will be signed by President Biden.</p><p><b>U.S. Senate Democrats: SEC Should Intensify Clampdown on Corporate Executive Insider Trading</b></p><p>On Friday, local time, Warren and other Senate Democrats sent a letter to SEC Chairman Gary Gensler, saying that the SEC should act quickly to strengthen its rules, and that insiders should not be allowed to use inside information to trade without being punished.</p><p><a href=\"https://laohu8.com/NW/2259357721\" target=\"_blank\"><b>US Media: Former US President Trump is suspected of violating the Anti-Espionage Act</b></a></p><p>According to court records released Aug. 12 local time, federal law enforcement agencies suspected former President Trump of violating the Espionage Act and other related laws, and thus obtained a search warrant for his Mar-a-Lago estate in Florida.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1119741216\" target=\"_blank\"><b>Jinglin Q2 U.S. Stock Positions: Shell Rises to the First Awkwardness Ali and Pinduoduo Return to the Top Ten Positions</b></a><b></b></p><p>On Friday morning, local time in the United States, Jinglin, a well-known private equity in China, disclosed the position report (Table 13F) as of June 30th. In the second quarter, when the market fluctuated violently, the fund also launched an obvious position change operation. According to the company's disclosure, at the end of the first quarter, Jinglin's overall position was USD 2.244 billion, a slight decrease from the previous quarter, and the concentration of the top ten positions remained at 78.18%.</p><p><a href=\"https://laohu8.com/NW/2259727587\" target=\"_blank\"><b>Renaissance more than tripled its position in NIO last quarter, reducing its Tesla holdings</b></a></p><p>Renaissance increased its holdings in Nio Automotive ADR (229%),<a href=\"https://laohu8.com/S/CVX\">Chevron</a>、<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway Class B Shares,<a href=\"https://laohu8.com/S/MPC\">Marathon Oil</a>Wait for 1963 stocks. Reduce holdings in Tesla, AMD, Moderna,<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Wait for 1490 stocks. Heavy holdings include Microsoft, Meta,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Chevron. Jiancang to do more Microsoft,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>、<a href=\"https://laohu8.com/S/C\">Citigroup</a>Wait for 706 stocks. Clearance Amazon,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>And Google C,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Pharmaceuticals,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Wait for 567 stocks.</p><p><a href=\"https://laohu8.com/NW/2259150742\" target=\"_blank\"><b>Another U.S. Retail Giant Layoffs! Best Buy laid off 'hundreds' of jobs in past week, report says</b></a></p><p>Best Buy, the nation's largest consumer electronics retailer, is cutting jobs across the U.S. in an effort to cut costs and boost profits, media reported Friday, citing people familiar with the matter. According to the report, Best Buy laid off \"hundreds\" of jobs across the United States in the past week. The company has reduced headcount at its retail stores while also cutting some positions for employees who help customers plan and purchase home entertainment layouts.</p><p><a href=\"https://laohu8.com/NW/2259747544\" target=\"_blank\"><b>Interactive fitness platform Peloton has announced nearly 800 job cuts, numerous store closures and product price increases</b></a></p><p>Peloton, the world's largest interactive fitness platform, told employees on Friday that it will lay off about 780 jobs, close a number of retail stores and raise prices on some devices in an effort to reduce costs and turn profitable. The company did not specify how many of its 86 retail stores it plans to close, but said it plans to \"aggressively\" reduce from 2023.</p><p><a href=\"https://laohu8.com/NW/2258719062\" target=\"_blank\"><b>What does it mean that five Chinese companies announced the launch of delisting from the United States? What are the implications?</b></a></p><p>In terms of Chinese stocks, five Chinese companies, namely PetroChina, Sinopec, China Life Insurance, Chinalco and Shanghai Petrochemical, announced that they would delist their depositary shares from the NYSE. In response, the New York Stock Exchange said it had \"no comment\" on the matter. As of Friday's close, PetroChina closed down 1.65%, Sinopec fell 1.8%, Chinalco fell 0.76%, China Life fell 1.46% and Shanghai Petrochemical fell 1.06%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172206517","content_text":"美股收高，标普与纳指连续第四周上涨；美国国会众议院投票通过通胀削减法案；知名机构景林、文艺复兴Q2美股持仓曝光；5家中企宣布启动美股退市>>>海外市场收盘：美股周五收高，标普与纳指连续第四周上涨美股周五收高，三大股指本周均录得涨幅。道指涨424.38点，涨幅为1.27%，报33761.05点；纳指涨267.27点，涨幅为2.09%，报13047.19点；标普500指数涨72.88点，涨幅为1.73%，报4280.15点。本周美股三大股指均录得涨幅，道指上涨2.92%，纳指上涨3.08%，标普500指数上涨3.26%。纳指与标普500指数均录得连续第四周上涨。热门中概股周五收盘涨跌不一热门中概股涨跌不一，蔚来涨1.39%，新东方涨0.92%，百度涨0.70%，腾讯音乐涨0.23%，京东涨0.19%，阿里巴巴跌0.11%，理想汽车跌0.67%，小鹏汽车跌0.81%，好未来跌1.07%，拼多多跌1.65%。周五美国WTI原油期货收跌2.4%市场预期美国墨西哥湾的原油供应中断将是短期的，而对经济衰退的担忧使需求前景蒙上阴影。纽约商品交易所9月交割的西德州中质原油（WTI）期货价格收跌2.25美元，跌幅为2.4%，收于每桶92.09美元。周五纽约黄金期货收高0.5%，本周金价录得连续第四周上涨纽约黄金期货价格周五收高，摆脱了早间的跌幅，并录得连续第四周上涨。纽约商品交易所12月交割的黄金期货上涨8.3美元，涨幅为0.46%，报收于每盎司1815.50美元。本周黄金期货价格累涨1.36%，录得连续第四周上涨，创2021年12月31以来的最长连涨纪录。国际宏观美国国会众议院投票通过通胀削减法案美国众议院以220票赞成、207票反对的投票结果通过2022年通胀削减法案（Inflation Reduction Act）。该法案的内容包括应对气候变化和扩大医疗保健覆盖范围等。下一步法案将由总统拜登签字正式生效。美参议院民主党人：SEC应加大力度打击企业高管内幕交易当地时间周五，沃伦等参议院民主党人致信SEC主席加里·詹斯勒称，SEC应该迅速采取行动，加强其规则，不能允许企业内部人士利用内幕信息进行交易，却不用受惩罚的情况继续发生。美媒：美国前总统特朗普涉嫌违反《反间谍法》根据当地时间8月12日公布的法庭记录显示，联邦执法部门怀疑前总统特朗普违反了《反间谍法》（Espionage Act）和其他相关法律，并因此获得对其佛罗里达州海湖庄园的搜查令。公司新闻景林Q2美股持仓：贝壳升至第一大重仓股 阿里、拼多多重回前十大持仓美国当地时间周五早晨，中国知名私募景林披露了截至6月30日的持仓报告（13F表），在市场剧烈波动的二季度基金也展开了明显的换仓操作。根据公司披露，一季度末景林整体持仓规模为22.44亿美元，较前一季度略有下滑，前十大持仓的集中度维持在78.18%。文艺复兴上季度对蔚来持仓增加逾两倍，减持特斯拉文艺复兴增持蔚来汽车ADR（增持达229%）、雪佛龙、伯克希尔哈撒韦B类股、马拉松石油等1963只股票。减持特斯拉、AMD、莫德纳、富国银行等1490只股票。重仓股包括微软、Meta、苹果、雪佛龙。建仓做多微软、高盛、应用材料、花旗等706只股票。清仓亚马逊、谷歌A和谷歌C、辉瑞制药、高通等567只股票。又一家美国零售巨头裁员！报道称百思买过去一周裁员“数百人”媒体周五援引知情人士的话报道称，美国最大消费电子零售商百思买正在美国各地裁员，以削减成本并提高利润。报道称，百思买过去一周在全美范围内裁员“数百人”。该公司减少了其零售店的员工人数，同时还削减了一些帮助客户规划和购买家庭娱乐布局的员工的职位。互动健身平台Peloton宣布裁员近800人，关闭大量门店并提高产品价格全球最大互动健身平台Peloton周五告诉员工，该公司将裁员约780人、关闭大量零售门店，并提高部分设备的价格，以降低成本并实现盈利。该公司没有具体说明计划在86家零售店中关闭多少家，但表示计划从2023年开始“积极”减少。5家中国企业宣布启动自美退市，意味着什幺？有何影响？中概股方面，中国石油、中国石化、中国人寿、中国铝业、上海石化5家中企宣布，将其存托股自纽交所退市。对此，纽约证券交易所表示，对此事“不予置评”。截至周五收盘，中国石油收跌1.65%，中国石化跌1.8%，中国铝业跌0.76%，中国人寿下跌1.46%，上海石化跌1.06%。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}