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liuxiangwei
liuxiangwei
·
2023-06-18
[微笑]
rate hike "invalid"? U.S. stocks have gone back, and so has the dollar
“四十年来最激进加息周期”如同没有发生!
rate hike "invalid"? U.S. stocks have gone back, and so has the dollar
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liuxiangwei
liuxiangwei
·
2023-05-20
[微笑]
"Extreme Game"! U.S. debt ceiling talks 'end to no avail' on Friday
美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束,双方均未提及任何进展,也没有安排进一步的会议。据报道,债务上限僵局集中在2024年的支出水平上。据路透报道,美国白宫与共和党谈判代表周五
"Extreme Game"! U.S. debt ceiling talks 'end to no avail' on Friday
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liuxiangwei
liuxiangwei
·
2023-05-19
[微笑]
Sorry, this post has been deleted
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liuxiangwei
liuxiangwei
·
2023-05-14
[微笑]
Buy it at 2800 and set it at 3400? Ninety percent of funds underperformed the broader market during the year. Who caught the bull market?
大盘在涨,账户却在亏损!开年以来,上证指数上涨5.93%,更是一度冲上3400点,沪深300指数上涨1.71%,人工智能、中特估等热门概念股涨势喜人。然而,投资者们感受却颇有不同,亦有网友调侃,“大盘
Buy it at 2800 and set it at 3400? Ninety percent of funds underperformed the broader market during the year. Who caught the bull market?
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liuxiangwei
liuxiangwei
·
2023-05-04
[微笑]
Not by "moat" alone! Buffett also has a big investment "trick"
巴菲特投资的大多数公司都派息,预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开,这时候,普通投资者又会抛出灵魂一问:巴菲特
Not by "moat" alone! Buffett also has a big investment "trick"
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liuxiangwei
liuxiangwei
·
2023-05-03
[微笑]
Pre-market | The Fed's interest rate drama will be staged tonight, or the last rate hike will be ushered in! Estee Lauder fell 15% after thunderstorm in financial report
摘要:4月“小非农”数据远超预期,美股股指期货上涨;财报欠佳,雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%;欧洲主要股指涨多跌少,国际油价下跌。5月3日,美股股指期货上涨,道指期货涨0.11%
Pre-market | The Fed's interest rate drama will be staged tonight, or the last rate hike will be ushered in! Estee Lauder fell 15% after thunderstorm in financial report
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liuxiangwei
liuxiangwei
·
2023-04-30
[微笑]
How long can U.S. tech stocks be bullish? Just look at the earnings report of Apple and AMD next week
后续财报可能“喜忧参半”,AI热潮带动芯片需求增加,AMD、高通财报指引可能好于预期,而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下,微软、Meta等科技巨头扛住了压力,一季度业绩超
How long can U.S. tech stocks be bullish? Just look at the earnings report of Apple and AMD next week
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liuxiangwei
liuxiangwei
·
2023-04-29
[微笑]
First Republic "Whose Family Flowers"? Report: FDIC asks bidders like JPMorgan to submit final offers by Sunday
作为吸收存款超过10%的大型银行,摩根大通的收购在监管方面存在障碍,但为了拯救第一共和银行,也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方:摩根大通、PNC都有可能成为最终收购者。据彭博今日报
First Republic "Whose Family Flowers"? Report: FDIC asks bidders like JPMorgan to submit final offers by Sunday
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liuxiangwei
liuxiangwei
·
2023-04-28
[微笑]
Fed blames Silicon Valley Bank's collapse on management issues, poor regulation
硅谷银行的管理层和总监们未能管理好自家公司的众多风险。
Fed blames Silicon Valley Bank's collapse on management issues, poor regulation
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liuxiangwei
liuxiangwei
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2023-04-27
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Sorry, this post has been deleted
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U.S. stocks have gone back, and so has the dollar","url":"https://stock-news.laohu8.com/highlight/detail?id=1156309203","media":"华尔街见闻","summary":"“四十年来最激进加息周期”如同没有发生!","content":"<p><html><head></head><body>Looking back at the node when the Federal Reserve suspended its rate hike in June, we can find such a magical scene: the performance of the US stock market and the US dollar has hardly changed compared with the beginning of the rate hike cycle in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The broader market index travels back in time to 15 months ago</h2><p style=\"text-align: justify;\">As of the closing of U.S. stocks on Friday, the S&P 500 index reported 4,409 points for five consecutive weeks. When the Federal Reserve started the current rate hike cycle 15 months ago, the S&P closed at 4,358 points. The S&P 500 is now higher than it was when the first rate hike took place on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the tightening of liquidity by the Federal Reserve rate hike, although it is not a direct factor leading to a bear market, will also lead to a correction of the broader market.</strong>The sharp correction of U.S. stocks, especially tech stocks, in 2022 can confirm this. After the rate hike in the spring, U.S. stocks sold off and fell into a bear market due to high inflation and rising borrowing costs, and recession forecasts spread through the market.</p><p><p style=\"text-align: justify;\">However, in the first half of this year, U.S. stocks rebounded sharply, driven by strong corporate earnings. Wall Street analysts had already slashed their expectations before the earnings season began at the beginning of the year. As a result, strong results offset the pessimism after companies reported earnings one after another.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies had beaten expectations in their first quarter earnings, and the proportion reached a new high in two years.</p><p><p style=\"text-align: justify;\">In addition, driven by the craze set off by ChatGPT, big tech stocks such as the Seven Sisters of U.S. stocks (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, pulling the index up. In the first half of this year, the Nasdaq and S&P 500 rebounded and entered a technical bull market one after another.</p><p><p style=\"text-align: justify;\">At present,<strong>Although Federal Reserve Chairman Powell still insisted on hawking after the interest rate meeting in June, the future path of monetary policy is highly certain. The market generally expects that the rate hike is approaching the end, and the Fed's tightening stance can no longer suppress the upward momentum of the market.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>In the next 6-12 months, the Fed will be less important and other global drivers and fundamentals will play a bigger role.</strong></p><p><p style=\"text-align: justify;\">Moreover, the impact of macro factors on equities has fallen from 83% to 71% since March, the biggest three-month decline since 2009, according to Citigroup's models.</p><p><h2 style=\"text-align: start;\">Synchronous decline in the US Dollar Index</h2><p style=\"text-align: justify;\">Meanwhile, the strength of the dollar has also waned, with the US Dollar Index now trading near April 2022 levels, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>the US Dollar Index, which measures the exchange rate fluctuations of the US dollar against six major currencies, is more sensitive to interest rate policy and usually has a positive correlation with interest rate levels, i.e. rate hike drives the US Dollar Index up and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve started a rate hike since March' 22, followed by four consecutive radical rate hike of 75 basis points between June and September. the US Dollar Index rose from about 102 in early June to about 114 at the end of September, a cumulative increase of more than 11%. Other currencies were under tremendous devaluation pressure during the period. It was not until the recent resolution of the debt ceiling crisis and the clear signal of the Federal Reserve's suspension of rate hike that the US Dollar Index finally fell back.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more 25 basis point rate hike or one more 50 basis point rate hike by the end of the year. But the previously widely anticipated recession has yet to happen, and the U.S. economy appears to have withstood the brunt of rate hike, with a resilient labor market and mostly healthy corporate balance sheets.<strong>In their latest report, strategists at Bank of America boosted their outlook for the U.S. stock market and became increasingly optimistic about the economic outlook. They predicted that if there was a recession, it would also be relatively mild.</strong></p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>rate hike \"invalid\"? U.S. stocks have gone back, and so has the dollar</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\">\nrate hike \"invalid\"? U.S. stocks have gone back, and so has the dollar\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-06-18 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Looking back at the node when the Federal Reserve suspended its rate hike in June, we can find such a magical scene: the performance of the US stock market and the US dollar has hardly changed compared with the beginning of the rate hike cycle in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The broader market index travels back in time to 15 months ago</h2><p style=\"text-align: justify;\">As of the closing of U.S. stocks on Friday, the S&P 500 index reported 4,409 points for five consecutive weeks. When the Federal Reserve started the current rate hike cycle 15 months ago, the S&P closed at 4,358 points. The S&P 500 is now higher than it was when the first rate hike took place on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the tightening of liquidity by the Federal Reserve rate hike, although it is not a direct factor leading to a bear market, will also lead to a correction of the broader market.</strong>The sharp correction of U.S. stocks, especially tech stocks, in 2022 can confirm this. After the rate hike in the spring, U.S. stocks sold off and fell into a bear market due to high inflation and rising borrowing costs, and recession forecasts spread through the market.</p><p><p style=\"text-align: justify;\">However, in the first half of this year, U.S. stocks rebounded sharply, driven by strong corporate earnings. Wall Street analysts had already slashed their expectations before the earnings season began at the beginning of the year. As a result, strong results offset the pessimism after companies reported earnings one after another.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies had beaten expectations in their first quarter earnings, and the proportion reached a new high in two years.</p><p><p style=\"text-align: justify;\">In addition, driven by the craze set off by ChatGPT, big tech stocks such as the Seven Sisters of U.S. stocks (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, pulling the index up. In the first half of this year, the Nasdaq and S&P 500 rebounded and entered a technical bull market one after another.</p><p><p style=\"text-align: justify;\">At present,<strong>Although Federal Reserve Chairman Powell still insisted on hawking after the interest rate meeting in June, the future path of monetary policy is highly certain. The market generally expects that the rate hike is approaching the end, and the Fed's tightening stance can no longer suppress the upward momentum of the market.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>In the next 6-12 months, the Fed will be less important and other global drivers and fundamentals will play a bigger role.</strong></p><p><p style=\"text-align: justify;\">Moreover, the impact of macro factors on equities has fallen from 83% to 71% since March, the biggest three-month decline since 2009, according to Citigroup's models.</p><p><h2 style=\"text-align: start;\">Synchronous decline in the US Dollar Index</h2><p style=\"text-align: justify;\">Meanwhile, the strength of the dollar has also waned, with the US Dollar Index now trading near April 2022 levels, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>the US Dollar Index, which measures the exchange rate fluctuations of the US dollar against six major currencies, is more sensitive to interest rate policy and usually has a positive correlation with interest rate levels, i.e. rate hike drives the US Dollar Index up and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve started a rate hike since March' 22, followed by four consecutive radical rate hike of 75 basis points between June and September. the US Dollar Index rose from about 102 in early June to about 114 at the end of September, a cumulative increase of more than 11%. Other currencies were under tremendous devaluation pressure during the period. It was not until the recent resolution of the debt ceiling crisis and the clear signal of the Federal Reserve's suspension of rate hike that the US Dollar Index finally fell back.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more 25 basis point rate hike or one more 50 basis point rate hike by the end of the year. But the previously widely anticipated recession has yet to happen, and the U.S. economy appears to have withstood the brunt of rate hike, with a resilient labor market and mostly healthy corporate balance sheets.<strong>In their latest report, strategists at Bank of America boosted their outlook for the U.S. stock market and became increasingly optimistic about the economic outlook. They predicted that if there was a recession, it would also be relatively mild.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3691390\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3691390","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156309203","content_text":"站在六月美联储暂停加息的节点回看,可以发现这样一幕神奇的景象:美股大盘和美元的表现,相比22年初加息周期开始时几乎没有变化。大盘指数时空穿越 回到15个月前截至周五美股收盘,标普500指数收获五周连阳,报4409点。当15个月前,美联储开启本轮加息周期时,标普大盘收于4358点。现在的标普500指数,比2022年3月16日第一次加息时还要高。通常来说,美联储加息收紧流动性,尽管不是导致熊市的直接因素,但也会导致大盘的调整。2022年,美国股市尤其是科技股的大幅调整可以印证这一点。在春天的加息之后,由于高通膨和借贷成本攀升,美国股票遭到抛售而落入熊市,经济衰退预测更是在市场中扩散。但是,今年上半年,在强劲的企业盈利推动下,美股大幅反弹。在年初进入财报季之前,华尔街分析师原本已经大幅下调预期,结果,在企业陆续公布财报后,强劲业绩抵消了悲观情绪。FactSet的数据显示,截至5月底,近80%美股上市公司第一季度财报超出预期,比例创下2年来新高。此外,在ChatGPT掀起的热潮推动下,美股七姐妹(苹果、微软、英伟达、亚马逊、Meta、特斯拉和谷歌)等大型科技股持续走高,拉动指数上升。今年上半年,纳指和标普500指数出现反弹,相继进入技术性牛市。目前来看,尽管在六月议息会议后美联储主席鲍威尔依然坚持放鹰,但货币政策的未来路径已有很高确定性,市场普遍预计加息已经临近终点,联储的紧缩立场已经无法再抑制市场的上行动力。彭博社援引专家说法称,未来6-12个月,美联储的重要性会降低,其他全球驱动因素和基本面因素将发挥更大的作用。此外,根据花旗集团的模型,自3月以来,宏观因素对股市的影响已从83%降至71%,这是2009年以来最大的三个月降幅。美元指数同步回落与此同时,美元的强势也有所减弱,美元指数目前在2022年4月的水平附近交易,较其历史高点下降了近10%。衡量美元对六种主要货币汇率波动的美元指数对利率政策较为敏感,通常与利率水平呈正相关关系,即加息推动美元指数上涨,反之则下跌。在本轮已持续15个月、累计500基点的加息周期中,可以观察到这一点。美联储自22年3月开始加息,随后在6月至9月期间,连续四次激进加息75个基点。美元指数从6月初的约102涨至9月末的约114,累计涨幅超过11%。期间其他货币承受了巨大的贬值压力。直到近期债务上限危机解决、美联储暂停加息信号明确,美元指数才终于回落。目前,市场预计,到今年年底前还会有两次25个基点或一次50个基点的加息。但此前普遍预计的衰退尚还没有发生,美国经济似乎已经承受了加息的冲击,劳动力市场富有弹性,企业资产负债表大多健康。美银的策略师在最新报告中提升了他们对美股市场的展望,并对经济前景越来越乐观,他们预测,如果出现经济衰退,也会相对温和。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970507898,"gmtCreate":1684567119114,"gmtModify":1684567122706,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970507898","repostId":"1134825236","repostType":2,"repost":{"id":"1134825236","kind":"news","pubTimestamp":1684547417,"share":"https://ttm.financial/m/news/1134825236?lang=en_US&edition=fundamental","pubTime":"2023-05-20 09:50","market":"us","language":"zh","title":"\"Extreme Game\"! U.S. debt ceiling talks 'end to no avail' on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134825236","media":"华尔街见闻","summary":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束,双方均未提及任何进展,也没有安排进一步的会议。据报道,债务上限僵局集中在2024年的支出水平上。据路透报道,美国白宫与共和党谈判代表周五","content":"<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress or scheduling further meetings. The debt ceiling impasse is reportedly focused on spending levels in 2024.<p style=\"text-align: justify;\">The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress or scheduling further meetings, Reuters reported.</p><p><p style=\"text-align: justify;\">Republican Rep. garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>\"We had a very, very candid discussion about where we are and how things need to go.\"<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time for the next meeting has not been set.</strong></p><p><p style=\"text-align: justify;\"><strong>He echoed the statement of House Speaker McCarthy, the leader of the US Republican Party, that progress needs to be made on changing the \"trajectory\" of the rapidly rising US government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">\"We have to spend less than we did last year,\" McCarthy said.</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Rep. Patrick McHenry, said McCarthy will be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither councillor mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">At the first meeting Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news rocked financial markets as the debt ceiling deadline approached.</p><p><h2>Focus controversy: Spending levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for higher caps.</p><p><p style=\"text-align: justify;\">The debt ceiling stalemate centers on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by media outlet Axios, Democratic Rep. Dusty Johnson said:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue to spend more money, and as long as that's their position, there's no way a deal can be reached.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy \"stuck with\" the GOP demand to limit discretionary spending to 2022 levels.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Extreme Game\"! U.S. debt ceiling talks 'end to no avail' on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Extreme Game\"! U.S. debt ceiling talks 'end to no avail' on Friday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-20 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress or scheduling further meetings. The debt ceiling impasse is reportedly focused on spending levels in 2024.<p style=\"text-align: justify;\">The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress or scheduling further meetings, Reuters reported.</p><p><p style=\"text-align: justify;\">Republican Rep. garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>\"We had a very, very candid discussion about where we are and how things need to go.\"<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time for the next meeting has not been set.</strong></p><p><p style=\"text-align: justify;\"><strong>He echoed the statement of House Speaker McCarthy, the leader of the US Republican Party, that progress needs to be made on changing the \"trajectory\" of the rapidly rising US government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">\"We have to spend less than we did last year,\" McCarthy said.</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Rep. Patrick McHenry, said McCarthy will be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither councillor mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">At the first meeting Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news rocked financial markets as the debt ceiling deadline approached.</p><p><h2>Focus controversy: Spending levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for higher caps.</p><p><p style=\"text-align: justify;\">The debt ceiling stalemate centers on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by media outlet Axios, Democratic Rep. Dusty Johnson said:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue to spend more money, and as long as that's their position, there's no way a deal can be reached.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy \"stuck with\" the GOP demand to limit discretionary spending to 2022 levels.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3689223\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92ece06f0d5f47ced3643ec6cfcc433e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3689223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134825236","content_text":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束,双方均未提及任何进展,也没有安排进一步的会议。据报道,债务上限僵局集中在2024年的支出水平上。据路透报道,美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束,双方均未提及任何进展,也没有安排进一步的会议。共和党众议员格雷夫斯(garrett Graves)在国会大厦与白宫官员举行简短会晤后对记者说:“我们进行了非常、非常坦诚的讨论,讨论了我们的现状,讨论了事情需要如何发展。”“今晚不是一次谈判,”格雷夫斯说,并补充说,下一次会议的时间尚未确定。他赞同美国共和党领袖、众议院议长麦卡锡的说法,即需要在改变美国政府赤字支出和债务迅速上升的“轨迹”方面取得进展。麦卡锡说:“我们的支出必须比去年少。”另一位共和党谈判代表、众议员Patrick McHenry说,麦卡锡将听取有关谈判进展的简报。两位议员都没有提到任何进展。在周五早上的第一次会议上,麦卡锡的债务上限谈判代表与白宫代表的闭门会议开始后不久便突然离开。随着债务上限最后期限的临近,这一消息震动了金融市场。焦点争议:2024年的支出水平共和党人正在推动大幅削减开支,以换取提高上限。债务上限僵局集中在2024年的支出水平上。据媒体Axios此前报道,民主党众议员Dusty Johnson表示:“白宫想继续花更多的钱,只要这是他们的立场,就不可能达成协议。”Johnson说,麦卡锡“坚持”共和党要求将可自由支配的支出限制在2022年的水平。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970228681,"gmtCreate":1684496746444,"gmtModify":1684496749872,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970228681","repostId":"1134007963","repostType":2,"isVote":1,"tweetType":1,"viewCount":3287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970370588,"gmtCreate":1684079218444,"gmtModify":1684079222099,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970370588","repostId":"1154230640","repostType":2,"repost":{"id":"1154230640","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1684060454,"share":"https://ttm.financial/m/news/1154230640?lang=en_US&edition=fundamental","pubTime":"2023-05-14 18:34","market":"sh","language":"zh","title":"Buy it at 2800 and set it at 3400? Ninety percent of funds underperformed the broader market during the year. Who caught the bull market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154230640","media":"券商中国","summary":"大盘在涨,账户却在亏损!开年以来,上证指数上涨5.93%,更是一度冲上3400点,沪深300指数上涨1.71%,人工智能、中特估等热门概念股涨势喜人。然而,投资者们感受却颇有不同,亦有网友调侃,“大盘","content":"<p><html><head></head><body>The market is rising, but the account is losing money!</p><p><p style=\"text-align: justify;\">Since the beginning of the year, the Shanghai Composite Index has risen by 5.93%, once rushing to 3,400 points, and the Shanghai and Shenzhen 300 Index has risen by 1.71%. Popular concept stocks such as artificial intelligence and Zhongte Estimate have risen gratifyingly. However, investors' feelings are quite different, and some netizens ridiculed, \"The market is up so heartbreaking! Buy it at 2800 and set it at 3400!\".</p><p><p style=\"text-align: justify;\">Similarly, institutional investors failed to enjoy the \"win\" of 3,400 points. Insulated from the structural market, most funds don't perform as well as the market index, missing this round of market, and the performance of active equity funds is hardly optimistic.</p><p><p style=\"text-align: justify;\">Wind data shows that during the year, nearly 90% of active equity funds performed less than the Shanghai Composite Index, and nearly 60% of funds even suffered losses. However, fund products with good performance are sought after by the people and have received a large number of subscriptions. In order to maintain the sustainability of good performance, these scarce high-quality funds control the management scale through purchase restrictions.</p><p><strong>90% of funds underperformed during the year</strong></p><p><p style=\"text-align: justify;\">Public Offering of Fund's performance during the year significantly underperformed various market indexes. Wind data shows that as of May 14th, the partial stock hybrid fund index composed of more than 3,600 partial stock hybrid fund indexes (including C shares) has dropped by 3.25% this year.</p><p><p style=\"text-align: justify;\">Judging from the performance of Public Offering of Fund, it is not difficult to find that the overall profit-making effect of A-share investment this year is poor. Specifically, among the more than 4,200 active equity funds, more than 3,700 funds underperformed the Shanghai Composite Index, accounting for nearly 90%, of which more than 2,400 funds suffered losses, accounting for nearly 60%.</p><p><p style=\"text-align: justify;\">What depresses the holders is that when the Shanghai Composite Index stood at 3,400 points and reached a new high this year, many holders suffered obvious losses in their positions. As of May 10th, 16 active equity funds had suffered losses of more than 20% during the year, and more than 2,000 funds had even suffered losses for two consecutive years, among which many tens of billions of fund products had suffered losses of more than 20% for two consecutive years.</p><p><p style=\"text-align: justify;\">It is worth mentioning that, against the background of constant market fluctuations and large-scale losses in fund product performance, the number of Public Offering of Funds whose funds have expired and liquidated this year has reached 97, approaching the 100 mark, which is a historic small peak. Among them, equity funds have become the main force in liquidation, accounting for nearly 80%.</p><p><p style=\"text-align: justify;\">Insufficient size is a common reason for fund liquidation. Some professionals said that in recent years, the market situation is not good, and the performance and scale of mini funds are difficult to improve, and the input and output are low. Fund managers have accelerated the survival of the fittest in the industry by liquidating mini funds.</p><p><strong>Scarce high-quality funds restrict purchase and control scale</strong></p><p><p style=\"text-align: justify;\">Although the overall performance of Public Offering of Fund products is poor, there are still many funds that have resisted market fluctuations, stepped out of the independent trend, and continued to create value for holders.</p><p><p style=\"text-align: justify;\">According to the data of Wind, there were still 222 active equity funds with a performance increase of more than 10% during the year. For example, among the funds with large product scale, Dong Chen's Huatai Burui Fuli, Zhou Haidong's Chinese Business Advantage Industry, Hu Yibin's Huaan Media Internet and Xu Wenxing's China-Europe pension industry all performed well.</p><p><p style=\"text-align: justify;\"><strong>During the market shock period, the net value of many active equity funds reached record highs. For example, the net value of 29 funds established for more than one year, such as Fan Kun's domestic demand-driven AB, Jiang Cheng's Zhongtai dividend preferred for one year, and Yang Xinxin's ICBC Selected Balance, set a new record this month.</strong></p><p><p style=\"text-align: justify;\">In addition, during the market downturn, some well-known fund managers did the opposite and controlled the management scale through purchase restrictions. Since May, funds managed by Bao Wuke, Lin Yingrui, Zhou Zhishuo and Zhou Haidong have started the purchase restriction mode. Many of these funds have continuously lowered the purchase limit amount.</p><p><p style=\"text-align: justify;\">According to the announcement, Bao Wu's manageable Invesco Great Wall value marginal flexible allocation mix has been limited to 2 million yuan since May 5th. The new blue-chip stock of Jianxin Potential managed by Zhou Zhishuo has been limited to 10,000 yuan since May 4th. The new trend of Chinese businessmen managed by Zhou Haidong prefers flexible allocation of hybrid funds with a purchase limit of 300,000 yuan since May 4th.</p><p><p style=\"text-align: justify;\">During the market downturn, behind the fund purchase restriction is the holders'chase of high-quality funds. In the A-share market, the scarce high-quality funds attract a large number of holders to actively subscribe.</p><p><p style=\"text-align: justify;\">It is worth noting that when the A-share market fluctuates and adjusts, the inflow of funds is constantly accelerating. According to Wind data, as of May 10th, since May, the share of ETFs has increased by 24 billion shares, with a total share of 1.59 trillion shares and a total scale of 1.69 trillion yuan, of which the total share of equity ETFs has increased by 19.342 billion shares, with a continuous net inflow for four consecutive months.</p><p><strong>A-share market opportunities far outweigh risks</strong></p><p><p style=\"text-align: justify;\">The fund underperforms the index on a large scale, which is regarded as the ultimate interpretation of structural markets such as artificial intelligence and special estimation, and is not the normal state of the market. According to industry insiders, the opportunities in the medium-term dimension A-share market far outweigh the risks.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, the market trend has been greatly differentiated. Yang Delong, chief economist of Qianhai Kaiyuan, said that with the arrival of the market in May, the style of the market has begun to change, and investors have begun to pay attention to high-quality leading stocks with excellent performance. Consumption and new energy are expected to stop falling and rebound, taking over the baton of the market.</p><p><p style=\"text-align: justify;\">Deng Hequan, a senior strategist of China Merchants Fund, believes that at present, stocks are still in the window of long structure. Generally speaking, 2023 may be a process of rising the bottom and moving up the market center. Industries with adverse market performance in this round of adjustment are expected to become the main line of investment throughout the year. At present, investors' policy expectations and geopolitical expectations are not high and sufficient, so there is little room for index adjustment. Secondly, the emergence of risk events will still change the expected attitude, distribution and aggravate the wait-and-see sentiment. Therefore, stocks that avoid pure theme speculation will gradually transition to growth stocks with expected upward revision and low risk characteristics in the next stage.</p><p><p style=\"text-align: justify;\">As for the market outlook, Boshi Fund believes that as the rate hike of the Federal Reserve gradually comes to an end, the external liquidity pressure faced by A shares gradually eases. As far as the global equity market is concerned, the macro environment faced by A shares is relatively better; At present, the P/E of Shanghai Composite Index and GEM Index is below the median level in the past three years, and the overall valuation is relatively low, which still has good medium and long-term investment value.</p><p><p style=\"text-align: justify;\">In May, the stock market fluctuated as a whole. HSBC Jinxin said that structural opportunities appeared frequently and the valuation of the value sector was repaired. At present, the economic expectation is gradually repaired, the valuation is still at a relatively low level, and the medium and long-term fund allocation is in a good range. With the repair of the valuation of low-valuation sectors, the market style may be more balanced.</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>Buy it at 2800 and set it at 3400? Ninety percent of funds underperformed the broader market during the year. Who caught the bull market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy it at 2800 and set it at 3400? Ninety percent of funds underperformed the broader market during the year. Who caught the bull market?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2023-05-14 18:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The market is rising, but the account is losing money!</p><p><p style=\"text-align: justify;\">Since the beginning of the year, the Shanghai Composite Index has risen by 5.93%, once rushing to 3,400 points, and the Shanghai and Shenzhen 300 Index has risen by 1.71%. Popular concept stocks such as artificial intelligence and Zhongte Estimate have risen gratifyingly. However, investors' feelings are quite different, and some netizens ridiculed, \"The market is up so heartbreaking! Buy it at 2800 and set it at 3400!\".</p><p><p style=\"text-align: justify;\">Similarly, institutional investors failed to enjoy the \"win\" of 3,400 points. Insulated from the structural market, most funds don't perform as well as the market index, missing this round of market, and the performance of active equity funds is hardly optimistic.</p><p><p style=\"text-align: justify;\">Wind data shows that during the year, nearly 90% of active equity funds performed less than the Shanghai Composite Index, and nearly 60% of funds even suffered losses. However, fund products with good performance are sought after by the people and have received a large number of subscriptions. In order to maintain the sustainability of good performance, these scarce high-quality funds control the management scale through purchase restrictions.</p><p><strong>90% of funds underperformed during the year</strong></p><p><p style=\"text-align: justify;\">Public Offering of Fund's performance during the year significantly underperformed various market indexes. Wind data shows that as of May 14th, the partial stock hybrid fund index composed of more than 3,600 partial stock hybrid fund indexes (including C shares) has dropped by 3.25% this year.</p><p><p style=\"text-align: justify;\">Judging from the performance of Public Offering of Fund, it is not difficult to find that the overall profit-making effect of A-share investment this year is poor. Specifically, among the more than 4,200 active equity funds, more than 3,700 funds underperformed the Shanghai Composite Index, accounting for nearly 90%, of which more than 2,400 funds suffered losses, accounting for nearly 60%.</p><p><p style=\"text-align: justify;\">What depresses the holders is that when the Shanghai Composite Index stood at 3,400 points and reached a new high this year, many holders suffered obvious losses in their positions. As of May 10th, 16 active equity funds had suffered losses of more than 20% during the year, and more than 2,000 funds had even suffered losses for two consecutive years, among which many tens of billions of fund products had suffered losses of more than 20% for two consecutive years.</p><p><p style=\"text-align: justify;\">It is worth mentioning that, against the background of constant market fluctuations and large-scale losses in fund product performance, the number of Public Offering of Funds whose funds have expired and liquidated this year has reached 97, approaching the 100 mark, which is a historic small peak. Among them, equity funds have become the main force in liquidation, accounting for nearly 80%.</p><p><p style=\"text-align: justify;\">Insufficient size is a common reason for fund liquidation. Some professionals said that in recent years, the market situation is not good, and the performance and scale of mini funds are difficult to improve, and the input and output are low. Fund managers have accelerated the survival of the fittest in the industry by liquidating mini funds.</p><p><strong>Scarce high-quality funds restrict purchase and control scale</strong></p><p><p style=\"text-align: justify;\">Although the overall performance of Public Offering of Fund products is poor, there are still many funds that have resisted market fluctuations, stepped out of the independent trend, and continued to create value for holders.</p><p><p style=\"text-align: justify;\">According to the data of Wind, there were still 222 active equity funds with a performance increase of more than 10% during the year. For example, among the funds with large product scale, Dong Chen's Huatai Burui Fuli, Zhou Haidong's Chinese Business Advantage Industry, Hu Yibin's Huaan Media Internet and Xu Wenxing's China-Europe pension industry all performed well.</p><p><p style=\"text-align: justify;\"><strong>During the market shock period, the net value of many active equity funds reached record highs. For example, the net value of 29 funds established for more than one year, such as Fan Kun's domestic demand-driven AB, Jiang Cheng's Zhongtai dividend preferred for one year, and Yang Xinxin's ICBC Selected Balance, set a new record this month.</strong></p><p><p style=\"text-align: justify;\">In addition, during the market downturn, some well-known fund managers did the opposite and controlled the management scale through purchase restrictions. Since May, funds managed by Bao Wuke, Lin Yingrui, Zhou Zhishuo and Zhou Haidong have started the purchase restriction mode. Many of these funds have continuously lowered the purchase limit amount.</p><p><p style=\"text-align: justify;\">According to the announcement, Bao Wu's manageable Invesco Great Wall value marginal flexible allocation mix has been limited to 2 million yuan since May 5th. The new blue-chip stock of Jianxin Potential managed by Zhou Zhishuo has been limited to 10,000 yuan since May 4th. The new trend of Chinese businessmen managed by Zhou Haidong prefers flexible allocation of hybrid funds with a purchase limit of 300,000 yuan since May 4th.</p><p><p style=\"text-align: justify;\">During the market downturn, behind the fund purchase restriction is the holders'chase of high-quality funds. In the A-share market, the scarce high-quality funds attract a large number of holders to actively subscribe.</p><p><p style=\"text-align: justify;\">It is worth noting that when the A-share market fluctuates and adjusts, the inflow of funds is constantly accelerating. According to Wind data, as of May 10th, since May, the share of ETFs has increased by 24 billion shares, with a total share of 1.59 trillion shares and a total scale of 1.69 trillion yuan, of which the total share of equity ETFs has increased by 19.342 billion shares, with a continuous net inflow for four consecutive months.</p><p><strong>A-share market opportunities far outweigh risks</strong></p><p><p style=\"text-align: justify;\">The fund underperforms the index on a large scale, which is regarded as the ultimate interpretation of structural markets such as artificial intelligence and special estimation, and is not the normal state of the market. According to industry insiders, the opportunities in the medium-term dimension A-share market far outweigh the risks.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, the market trend has been greatly differentiated. Yang Delong, chief economist of Qianhai Kaiyuan, said that with the arrival of the market in May, the style of the market has begun to change, and investors have begun to pay attention to high-quality leading stocks with excellent performance. Consumption and new energy are expected to stop falling and rebound, taking over the baton of the market.</p><p><p style=\"text-align: justify;\">Deng Hequan, a senior strategist of China Merchants Fund, believes that at present, stocks are still in the window of long structure. Generally speaking, 2023 may be a process of rising the bottom and moving up the market center. Industries with adverse market performance in this round of adjustment are expected to become the main line of investment throughout the year. At present, investors' policy expectations and geopolitical expectations are not high and sufficient, so there is little room for index adjustment. Secondly, the emergence of risk events will still change the expected attitude, distribution and aggravate the wait-and-see sentiment. Therefore, stocks that avoid pure theme speculation will gradually transition to growth stocks with expected upward revision and low risk characteristics in the next stage.</p><p><p style=\"text-align: justify;\">As for the market outlook, Boshi Fund believes that as the rate hike of the Federal Reserve gradually comes to an end, the external liquidity pressure faced by A shares gradually eases. As far as the global equity market is concerned, the macro environment faced by A shares is relatively better; At present, the P/E of Shanghai Composite Index and GEM Index is below the median level in the past three years, and the overall valuation is relatively low, which still has good medium and long-term investment value.</p><p><p style=\"text-align: justify;\">In May, the stock market fluctuated as a whole. HSBC Jinxin said that structural opportunities appeared frequently and the valuation of the value sector was repaired. At present, the economic expectation is gradually repaired, the valuation is still at a relatively low level, and the medium and long-term fund allocation is in a good range. With the repair of the valuation of low-valuation sectors, the market style may be more balanced.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154230640","content_text":"大盘在涨,账户却在亏损!开年以来,上证指数上涨5.93%,更是一度冲上3400点,沪深300指数上涨1.71%,人工智能、中特估等热门概念股涨势喜人。然而,投资者们感受却颇有不同,亦有网友调侃,“大盘涨得让人心痛!买在2800,套在3400!”。同样,机构投资者也未能享受到3400点的“胜利”。与结构性行情绝缘,大多数基金表现不及大盘指数,错失本轮行情,主动权益基金业绩难言乐观。Wind数据显示,年内近九成主动权益基金业绩不及上证指数,近六成基金业绩甚至出现亏损。不过,业绩表现好的基金产品受到基民追捧,获得大量申购,为了保持良好业绩的持续性,这些稀缺的绩优基金则通过限购控制管理规模。年内九成基金跑输大盘公募基金年内业绩大幅跑输各类大盘指数。Wind数据显示,截至5月14日,由3600余只偏股混合型基金指数(含C份额)构成的偏股混合型基金指数今年以来下跌3.25%。从公募基金业绩表现来看,不难发现,今年A股投资整体赚钱效应较差。具体来看,4200余只主动权益基金中,3700余只基金跑输上证指数,占比近九成,其中2400余只基金业绩亏损,占比近六成。让持有人郁闷的是,在上证指数站上3400点、创下年内新高时,不少持有人持仓亏损明显,截至5月10日,已有16只主动权益基金年内亏损超20%,2000余只基金甚至已经连续2年亏损,其中不乏百亿基金产品连续2年亏损超20%。值得一提的是,在市场不断波动、基金产品业绩出现大面积亏损的背景下,今年以来基金到期清盘的公募基金数量达到97只,逼近百只关口,为历史性小高峰,其中,权益类基金成为清盘主力军,占比近八成。规模不足是基金清盘常见的原因。有专业人士表示,近年市场行情不佳,迷你基金业绩、规模都很难有起色,投入产出较低,基金管理人通过清盘迷你基金加速行业优胜劣汰。稀缺绩优基金限购控规模虽然公募基金产品整体业绩表现不佳,不过仍有不少基金抵御住市场波动,走出独立走势,为持有人持续创造价值。Wind数据显示,年内仍有222只主动权益基金业绩涨幅超10%,如产品规模较大的基金中,董辰的华泰伯瑞富利、周海栋的华商优势行业、胡宜斌的华安媒体互联网、许文星的中欧养老产业均有不错业绩表现。市场震荡期,也有不少主动权益基金净值屡创新高,如范琨的融通内需驱动AB、姜诚的中泰红利优选一年持有、杨鑫鑫的工银精选平衡等29只成立一年以上的基金净值在本月刷新历史最高纪录。此外,在市场低迷期,一些绩优知名基金经理反其道而为之,通过限购控制管理规模。5月份以来,鲍无可、林英睿、周智硕和周海栋等管理的基金纷纷开启限购模式。其中不少基金不断下调限购金额。公告显示,鲍无可管理的景顺长城价值边际灵活配置混合自5月5日起,限购200万元。周智硕管理的建信潜力新蓝筹股票自5月4日起,限购1万元。周海栋管理的华商新趋势优选灵活配置混合基金自5月4日起限购30万元。市场低迷期,基金限购的背后则是持有人对绩优基金的追逐。在A股市场持续震荡,稀缺的绩优基金吸引大量持有人积极申购。值得注意的是,在A股市场震荡调整时,不断有资金在加速流入。Wind数据显示,截至5月10日,5月以来,ETF份额增加240亿份,总份额达到1.59万亿份,总规模达到1.69万亿元,其中股票型ETF总份额增长193.42亿份,连续4个月持续净流入。A股市场机会远大于风险基金大面积跑输指数,被认为是人工智能、中特估等结构性行情的极致演绎,并非市场常态。业内人士表示,中期维度A股市场机会远大于风险。今年以来市场的走势出现了比较大的分化,前海开源首席经济学家杨德龙表示,随着5月份行情的到来,市场的风格已经开始有所切换,投资者开始关注业绩优良的优质龙头股,消费、新能源有望止跌回升,接过行情的接力棒。招商基金资深策略分析师邓和权认为,目前股票仍处在结构做多的窗口,总体来看2023年或是一个底部抬升、市场中枢上移的过程。本轮调整中有逆市表现的行业或有望成为全年投资主线。当下投资者对政策预期、地缘预期均不高且较充分,因此指数调整空间不大。其次,风险事件的出现仍然会改变预期的态度、分布与加剧观望情绪。因此回避纯主题炒作的股票,下一阶段的机会或将逐渐过渡到预期有望上修、风险特征不高的成长股。对于后市,博时基金认为,随着美联储加息逐步进入尾声,A股面临的外围流动性压力逐步缓和,就全球权益市场来看,A股面临的宏观环境相对更优;且当前沪指与创业板指的市盈率处于近三年中位数以下水平,整体估值相对较低,依然具有不错的中长期投资价值。5月股市整体震荡,汇丰晋信表示,结构性机会频出,价值板块估值修复。目前经济预期逐步修复,估值仍在相对低位,中长期资金配置较好区间。伴随低估值板块估值修复,市场风格或将更加均衡。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947262068,"gmtCreate":1683201461955,"gmtModify":1683201465585,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947262068","repostId":"1185922715","repostType":2,"repost":{"id":"1185922715","kind":"news","pubTimestamp":1683200165,"share":"https://ttm.financial/m/news/1185922715?lang=en_US&edition=fundamental","pubTime":"2023-05-04 19:36","market":"us","language":"zh","title":"Not by \"moat\" alone! Buffett also has a big investment \"trick\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1185922715","media":"华尔街见闻","summary":"巴菲特投资的大多数公司都派息,预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开,这时候,普通投资者又会抛出灵魂一问:巴菲特","content":"<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Investment Spring Festival Gala\" and Berkshire Hathaway shareholders' meeting will be held on Saturday. At this time, ordinary investors will ask their soul again:</p><p><p style=\"text-align: justify;\">Why is Buffett's stock picking so successful?</p><p><p style=\"text-align: justify;\">To this question, the Wall Street Journal has summarized two answers.</p><p><p style=\"text-align: justify;\">According to the newspaper's article published Wednesday, one answer is unknown, namely Buffett's masterful ability to pick quality companies, and the other is far less remarkable-favouring dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Notice,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to an analysis of the company's announcements by Dow Jones Market Data,<strong>Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings,<strong>Chevron has increased its payout for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire will receive more than $700 million each from Coca-Cola, Apple and Bank of America, more than $500 million from Kraft Heinz and about $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"That's what he likes: dividends and buybacks,\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said Finkle wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Buffet's adept at picking companies that have stood the test of time and improved their Dividend in many economic cycles, Finkle said. Over time, this both increases the value of Berkshire's equity portfolio and expands the company's ample cash reserves that can be used for its own business, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire's most recent earnings report, the company ended 2022 with $128.6 billion in cash and cash equivalents.</p><p><p style=\"text-align: justify;\">Finkle said favoring dividend-paying stocks was not Buffett's \"secret weapon\", but it was part of it.</p><p><p style=\"text-align: justify;\">Take Buffett's favorite Coca-Cola, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway paid $1.3 billion for about 400 million shares of Coca-Cola it currently holds, and received $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>That nearly tenfolded to $704 million in 2022, while the market value of Berkshire's stake in Coca-Cola has soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders released earlier this year,<strong>Dividend grows every year and is as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his shareholder letter:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend check.<p style=\"text-align: justify;\">Buffet and Munger expect that Coca-Cola will continue to improve its Dividend in the future. Coca-Cola said in February that it had approved a 61st consecutive increase in its annual Dividend.</p><p><p style=\"text-align: justify;\">That is to say, according to Finkle, Buffett's \"secret weapon\" of stock picking is actually \"picking high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">The use of this \"secret weapon\" on American Express has achieved similar returns for Berkshire.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion purchase of American Express shares in 1995, and received $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from phenomenal,\" Buffet said in his letter. \"But what's important is that they've brought the share price up.\"</p><p><p style=\"text-align: justify;\">Generally speaking, investors tend to reinvest dividends into original stocks, but Berkshire has not reinvested dividends from Coca-Cola and American Express into these two stocks, and the higher shareholding ratio is due to the companies' share buybacks over the years.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire hasn't overweighed Coca-Cola and American Express shares since the 1990s, and some speculate that may be because he hates overpaying for investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire shareholders, Buffett said:</p><p>For investors, buying shares in an excellent company at an exorbitant price could offset the impact of the ensuing decade of favorable business development.<p style=\"text-align: justify;\">It is worth noting that Dividend, while able to provide steady income like bonds, still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company has a tight cash flow, it can cut or even suspend its dividend payments, and the suspension tends to cause the stock price to fall because investors often see it as a sign of a major financial crisis. Separately, when investors choose more expensive growth stocks, their Dividend also tend to underperform.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not by \"moat\" alone! Buffett also has a big investment \"trick\"</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\">\nNot by \"moat\" alone! Buffett also has a big investment \"trick\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-04 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Investment Spring Festival Gala\" and Berkshire Hathaway shareholders' meeting will be held on Saturday. At this time, ordinary investors will ask their soul again:</p><p><p style=\"text-align: justify;\">Why is Buffett's stock picking so successful?</p><p><p style=\"text-align: justify;\">To this question, the Wall Street Journal has summarized two answers.</p><p><p style=\"text-align: justify;\">According to the newspaper's article published Wednesday, one answer is unknown, namely Buffett's masterful ability to pick quality companies, and the other is far less remarkable-favouring dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Notice,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to an analysis of the company's announcements by Dow Jones Market Data,<strong>Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings,<strong>Chevron has increased its payout for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire will receive more than $700 million each from Coca-Cola, Apple and Bank of America, more than $500 million from Kraft Heinz and about $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"That's what he likes: dividends and buybacks,\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said Finkle wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Buffet's adept at picking companies that have stood the test of time and improved their Dividend in many economic cycles, Finkle said. Over time, this both increases the value of Berkshire's equity portfolio and expands the company's ample cash reserves that can be used for its own business, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire's most recent earnings report, the company ended 2022 with $128.6 billion in cash and cash equivalents.</p><p><p style=\"text-align: justify;\">Finkle said favoring dividend-paying stocks was not Buffett's \"secret weapon\", but it was part of it.</p><p><p style=\"text-align: justify;\">Take Buffett's favorite Coca-Cola, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway paid $1.3 billion for about 400 million shares of Coca-Cola it currently holds, and received $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>That nearly tenfolded to $704 million in 2022, while the market value of Berkshire's stake in Coca-Cola has soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders released earlier this year,<strong>Dividend grows every year and is as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his shareholder letter:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend check.<p style=\"text-align: justify;\">Buffet and Munger expect that Coca-Cola will continue to improve its Dividend in the future. Coca-Cola said in February that it had approved a 61st consecutive increase in its annual Dividend.</p><p><p style=\"text-align: justify;\">That is to say, according to Finkle, Buffett's \"secret weapon\" of stock picking is actually \"picking high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">The use of this \"secret weapon\" on American Express has achieved similar returns for Berkshire.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion purchase of American Express shares in 1995, and received $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from phenomenal,\" Buffet said in his letter. \"But what's important is that they've brought the share price up.\"</p><p><p style=\"text-align: justify;\">Generally speaking, investors tend to reinvest dividends into original stocks, but Berkshire has not reinvested dividends from Coca-Cola and American Express into these two stocks, and the higher shareholding ratio is due to the companies' share buybacks over the years.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire hasn't overweighed Coca-Cola and American Express shares since the 1990s, and some speculate that may be because he hates overpaying for investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire shareholders, Buffett said:</p><p>For investors, buying shares in an excellent company at an exorbitant price could offset the impact of the ensuing decade of favorable business development.<p style=\"text-align: justify;\">It is worth noting that Dividend, while able to provide steady income like bonds, still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company has a tight cash flow, it can cut or even suspend its dividend payments, and the suspension tends to cause the stock price to fall because investors often see it as a sign of a major financial crisis. Separately, when investors choose more expensive growth stocks, their Dividend also tend to underperform.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3687974\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3687974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185922715","content_text":"巴菲特投资的大多数公司都派息,预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开,这时候,普通投资者又会抛出灵魂一问:巴菲特的选股为什么会如此成功?对于这个问题,《华尔街日报》总结了两个答案。根据该报周三发布的文章,其中一个答案无人不晓,即巴菲特出神入化的挑选优质公司的能力,另外一个则不起眼得多——青睐派息股。注意,巴菲特投资的大多数公司都派息。根据Dow Jones Market Data对公司公告的分析,预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。其中近五分之一将来自伯克希尔最大持股之一的雪佛龙,雪佛龙已连续36年增加派息。另外,道琼斯市场数据显示,伯克希尔还将从可口可乐、苹果和美国银行各拿到逾7亿美元,从卡夫亨氏公司拿到逾5亿美元,从美国运通公司拿到约3.63亿美元。 “这就是他喜欢的:派息和回购,”贡萨加大学创业学教授Todd Finkle说,Finkle曾写过一本关于巴菲特职业生涯的书。Finkle说,巴菲特擅长挑选在许多经济周期中经受住时间考验并提高股息的公司。随着时间推移,这既增加了伯克希尔股票投资组合的价值,也扩大了公司能够用于自身业务以及收购和股票回购的充足现金储备。根据伯克希尔最近的财报,公司到2022年年底拥有1286亿美元的现金和现金等价物。Finkle表示,青睐派息股并非巴菲特的“秘密武器”,但确是其中一部分。拿巴菲特最爱的可口可乐举例。1994年,伯克希尔·哈撒韦以13亿美元买入其目前持有的大约4亿股可口可乐股份,当年就获得了7500万美元的现金股息。2022年,这一数字翻了近十倍至7.04亿美元,而伯克希尔持有的可口可乐股份市值也已飙升至250亿美元。巴菲特在今年早些时候发布的年度致股东信中称,股息每年都会增长,就像生日一样确定无疑。巴菲特在股东信中表示:我和查理(芒格)要做的只是兑现可口可乐的季度股息支票。巴菲特和芒格预计,可口可乐未来将继续提高股息。可口可乐2月份表示,已批准连续第61次提高年度股息。也就是说,按照Finkle的说法,巴菲特选股的“秘密武器”其实是“挑选优质公司+派息股”。该“秘密武器”用在美国运通公司身上也为伯克希尔实现了类似的回报。伯克希尔1995年完成了以13亿美元买入美国运通股份的绝大部分交易,并在当年获得了4100万美元的股息。去年,伯克希尔所持美国运通股份价值为220亿美元,并从后者获得了3.02亿美元的股息。“这些股息收益固然令人满意,却远谈不上惊人,”巴菲特在他的信中表示。“但重要的是它们带来了股价的上涨。”一般来说,投资者倾向于将分红重新投资到原股票上,但伯克希尔并没有将可口可乐和美国运通的分红重新投资到这两只股票中,持股比例升高则是因为两家公司多年以来的股票回购。事实上,伯克希尔自1990年代以来就没有加码可口可乐和美国运通股票,有人推测,这可能是因为他讨厌为投资支付过高的价格。巴菲特在1983年写给伯克希尔股东的信中说:对于投资者来说,以过高的价格购买一家优秀公司的股票,可能会抵消随后十年有利的业务发展所产生的影响。值得注意的是,股息虽然能够像债券一样提供稳定的收入,但仍存在风险。比如,如果一家公司现金流紧张,它可以削减甚至是暂停派息,而暂停派息又往往会导致股价下跌,因为投资者经常其视为公司出现重大财务危机的信号。另外,当投资者选择较昂贵的成长股时,其股息也往往表现不佳。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":3073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947642017,"gmtCreate":1683117099839,"gmtModify":1683117103480,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947642017","repostId":"1161273809","repostType":2,"repost":{"id":"1161273809","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":1683117001,"share":"https://ttm.financial/m/news/1161273809?lang=en_US&edition=fundamental","pubTime":"2023-05-03 20:30","market":"us","language":"zh","title":"Pre-market | The Fed's interest rate drama will be staged tonight, or the last rate hike will be ushered in! Estee Lauder fell 15% after thunderstorm in financial report","url":"https://stock-news.laohu8.com/highlight/detail?id=1161273809","media":"老虎资讯综合","summary":"摘要:4月“小非农”数据远超预期,美股股指期货上涨;财报欠佳,雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%;欧洲主要股指涨多跌少,国际油价下跌。5月3日,美股股指期货上涨,道指期货涨0.11%","content":"<p><html><head></head><body><strong>Abstract: April's \"small non-agricultural\" data far exceeded expectations, and U.S. stock index futures rose; Poor financial report,<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>Fell more than 15%, AMD fell more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>It fell more than 5% before; Major European stock indexes rose more than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow futures up 0.11%, S&P 500 up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 a.m. Beijing time on Thursday, the Federal Reserve FOMC will announce the May interest rate decision and policy statement; At 2:30, Federal Reserve Chairman Powell will hold a monetary policy press conference.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73094c8efd6d20a56587d8a20cef402e\" title=\"\" tg-width=\"435\" tg-height=\"200\"/></p><p>At present, industry insiders generally expect that the Federal Reserve will hold its tenth consecutive rate hike during this sleepless night of interest rate discussions tonight, and this is likely to be the last rate hike \"pawn\" to fall in this round of the Fed tightening cycle. At present, the market expects that the probability of the Fed's rate hike of 25 basis points to 5%-5.25% tonight is as high as 88.7%, and the probability of no rate hike is only 11.3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27198c0487c80ae935f55cced1d6346\" title=\"\" tg-width=\"1940\" tg-height=\"960\"/></p><p><strong>Pre-market news</strong></p><p>The \"small non-agricultural\" data in April far exceeded expectations. The number of ADP employment in the United States in April was 296,000, the largest increase since July 2022; It is expected to be 148,000, compared with the previous value of 145,000.</p><p>Estee Lauder's net sales in the third fiscal quarter were US $3.76 billion, compared with expectations of US $3.71 billion; The company lowered its fiscal year performance forecast, expecting full-year net sales to decline by 10% to 12%.<strong>(Estee Lauder fell more than 15% before the market)</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e88cee406b6a71f0170aceeb384bd18\" title=\"\" tg-width=\"813\" tg-height=\"495\"/></p><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a>The adjusted earnings per share range for the fiscal year is expected to be US $8.50 to US $8.70, compared with the previous expectation of US $8.70 to US $8.90.<strong>(CVS Health fell more than 2% before the market)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of treatment with the Alzheimer's disease drug Donanemab have yielded positive results, with clinical decline slowed by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved before the end of the year.<strong>(Eli Lilly rose more than 5% before the market)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Yellen will attend the G7 Finance Ministers' Meeting to be held in Niigata, Japan from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Sales of the Model 3 long-range version have resumed in the United States, and the price has dropped by more than $10,000 compared with last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Talks are underway to open its first chip factory in Germany at a cost of up to 10 billion euros.</p><p>S&P: Will<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The rating was downgraded from B + to CC, followed by a further withdrawal of its rating.</p><p>It is reported<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Reservations for the Mustang Mach E are being reopened, with price cuts of up to 8% on some versions, the second price cut this year.</p><p>Faraday Future acknowledged receipt of an additional 180-day grace period from Nasdaq to meet the Nasdaq minimum buy share price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is said that its 4nm chip process yield has improved and is close to the 5nm level. According to industry insiders, Samsung's 4nm manufacturing process is comparable to TSMC, and it has begun to receive orders from major customers such as AMD.</p><p><strong>Premarket Quotes</strong></p><p>AMD fell more than 7% before the market, Q1 revenue fell 9% year-on-year, and the median Q2 revenue guidance of US $5.3 billion was lower than analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>It fell more than 5% before the market, and the Q2 performance of fiscal year 2023 was better than market expectations. However, based on consumer behavior and international tourism uncertainty, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>It fell more than 2% before the market, earnings per share in the first quarter were lower than expected, and operating profit margin fell to 23.1% year-on-year.</p><p>After the stock price was halved in one day, Chegg rose more than 5% before the market opened. The company acknowledges that the technological progress of generative artificial intelligence has had a direct impact on the company's performance. Affected by this news, the stock fell more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>It rose nearly 3% before the market, and Q1 profit far exceeded market expectations.</p><p><strong>European Market</strong></p><p>Major European stock indexes rose more and fell less. As of press time, Germany's DAX30 index rose 0.66%, and France's CAC40 rose 0.55%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb50cdaa06bb11b660a6b6ebe768dfd\" title=\"\" tg-width=\"812\" tg-height=\"357\"/></p><p><strong>crude oil</strong></p><p>International oil prices fell, with U.S. oil reporting at $69.66/barrel, an intraday decrease of 2.79%; Brent oil is now trading at US $73.28 per barrel, an intraday decrease of 2.71%.</p><p>The market is worried that further rate hike by the Federal Reserve will aggravate the risk of economic recession, and the market is interested in<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industry crisis and debt default crisis also hit the demand outlook. Oil prices fell more than 5% overnight, and the short-term oil market was biased towards short positions. This trading day will usher in the Federal Reserve's interest rate decision and the press conference of Federal Reserve Chairman Powell. Investors need to pay attention to the impact of this event on market sentiment. Pay attention to the EIA crude oil inventory series data released in the evening.</p><p><strong>Gold</strong></p><p>Spot gold rose 0.07% during the day to $2,024.45 an ounce.</p><p>The market is generally waiting for the Federal Reserve's interest rate decision and the press conference of Federal Reserve Chairman Powell on this trading day. The market has a strong wait-and-see mood, and the overall trading volume is relatively light. After the gold price surged overnight, the short-term bullish signal has increased, and it is expected to test the resistance near the recent high of 2048. Before the Fed's interest rate decision, there are also \"small non-agricultural\" U.S. ADP employment data in April and U.S. ISM non-manufacturing PMI data in April, which investors need to pay attention to.</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>Pre-market | The Fed's interest rate drama will be staged tonight, or the last rate hike will be ushered in! Estee Lauder fell 15% after thunderstorm in financial report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market | The Fed's interest rate drama will be staged tonight, or the last rate hike will be ushered in! Estee Lauder fell 15% after thunderstorm in financial report\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\">2023-05-03 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract: April's \"small non-agricultural\" data far exceeded expectations, and U.S. stock index futures rose; Poor financial report,<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>Fell more than 15%, AMD fell more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>It fell more than 5% before; Major European stock indexes rose more than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow futures up 0.11%, S&P 500 up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 a.m. Beijing time on Thursday, the Federal Reserve FOMC will announce the May interest rate decision and policy statement; At 2:30, Federal Reserve Chairman Powell will hold a monetary policy press conference.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73094c8efd6d20a56587d8a20cef402e\" title=\"\" tg-width=\"435\" tg-height=\"200\"/></p><p>At present, industry insiders generally expect that the Federal Reserve will hold its tenth consecutive rate hike during this sleepless night of interest rate discussions tonight, and this is likely to be the last rate hike \"pawn\" to fall in this round of the Fed tightening cycle. At present, the market expects that the probability of the Fed's rate hike of 25 basis points to 5%-5.25% tonight is as high as 88.7%, and the probability of no rate hike is only 11.3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27198c0487c80ae935f55cced1d6346\" title=\"\" tg-width=\"1940\" tg-height=\"960\"/></p><p><strong>Pre-market news</strong></p><p>The \"small non-agricultural\" data in April far exceeded expectations. The number of ADP employment in the United States in April was 296,000, the largest increase since July 2022; It is expected to be 148,000, compared with the previous value of 145,000.</p><p>Estee Lauder's net sales in the third fiscal quarter were US $3.76 billion, compared with expectations of US $3.71 billion; The company lowered its fiscal year performance forecast, expecting full-year net sales to decline by 10% to 12%.<strong>(Estee Lauder fell more than 15% before the market)</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e88cee406b6a71f0170aceeb384bd18\" title=\"\" tg-width=\"813\" tg-height=\"495\"/></p><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a>The adjusted earnings per share range for the fiscal year is expected to be US $8.50 to US $8.70, compared with the previous expectation of US $8.70 to US $8.90.<strong>(CVS Health fell more than 2% before the market)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of treatment with the Alzheimer's disease drug Donanemab have yielded positive results, with clinical decline slowed by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved before the end of the year.<strong>(Eli Lilly rose more than 5% before the market)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Yellen will attend the G7 Finance Ministers' Meeting to be held in Niigata, Japan from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Sales of the Model 3 long-range version have resumed in the United States, and the price has dropped by more than $10,000 compared with last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Talks are underway to open its first chip factory in Germany at a cost of up to 10 billion euros.</p><p>S&P: Will<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The rating was downgraded from B + to CC, followed by a further withdrawal of its rating.</p><p>It is reported<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Reservations for the Mustang Mach E are being reopened, with price cuts of up to 8% on some versions, the second price cut this year.</p><p>Faraday Future acknowledged receipt of an additional 180-day grace period from Nasdaq to meet the Nasdaq minimum buy share price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is said that its 4nm chip process yield has improved and is close to the 5nm level. According to industry insiders, Samsung's 4nm manufacturing process is comparable to TSMC, and it has begun to receive orders from major customers such as AMD.</p><p><strong>Premarket Quotes</strong></p><p>AMD fell more than 7% before the market, Q1 revenue fell 9% year-on-year, and the median Q2 revenue guidance of US $5.3 billion was lower than analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>It fell more than 5% before the market, and the Q2 performance of fiscal year 2023 was better than market expectations. However, based on consumer behavior and international tourism uncertainty, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>It fell more than 2% before the market, earnings per share in the first quarter were lower than expected, and operating profit margin fell to 23.1% year-on-year.</p><p>After the stock price was halved in one day, Chegg rose more than 5% before the market opened. The company acknowledges that the technological progress of generative artificial intelligence has had a direct impact on the company's performance. Affected by this news, the stock fell more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>It rose nearly 3% before the market, and Q1 profit far exceeded market expectations.</p><p><strong>European Market</strong></p><p>Major European stock indexes rose more and fell less. As of press time, Germany's DAX30 index rose 0.66%, and France's CAC40 rose 0.55%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb50cdaa06bb11b660a6b6ebe768dfd\" title=\"\" tg-width=\"812\" tg-height=\"357\"/></p><p><strong>crude oil</strong></p><p>International oil prices fell, with U.S. oil reporting at $69.66/barrel, an intraday decrease of 2.79%; Brent oil is now trading at US $73.28 per barrel, an intraday decrease of 2.71%.</p><p>The market is worried that further rate hike by the Federal Reserve will aggravate the risk of economic recession, and the market is interested in<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industry crisis and debt default crisis also hit the demand outlook. Oil prices fell more than 5% overnight, and the short-term oil market was biased towards short positions. This trading day will usher in the Federal Reserve's interest rate decision and the press conference of Federal Reserve Chairman Powell. Investors need to pay attention to the impact of this event on market sentiment. Pay attention to the EIA crude oil inventory series data released in the evening.</p><p><strong>Gold</strong></p><p>Spot gold rose 0.07% during the day to $2,024.45 an ounce.</p><p>The market is generally waiting for the Federal Reserve's interest rate decision and the press conference of Federal Reserve Chairman Powell on this trading day. The market has a strong wait-and-see mood, and the overall trading volume is relatively light. After the gold price surged overnight, the short-term bullish signal has increased, and it is expected to test the resistance near the recent high of 2048. Before the Fed's interest rate decision, there are also \"small non-agricultural\" U.S. ADP employment data in April and U.S. ISM non-manufacturing PMI data in April, which investors need to pay attention to.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEF":"标普100指数ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4550":"红杉资本持仓",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","EL":"雅诗兰黛","QQQ":"纳指100ETF","SPY":"标普500ETF","UDOW":"三倍做多道指30ETF-ProShares","BK4533":"AQR资本管理(全球第二大对冲基金)","LLY":"礼来","BK4558":"双十一","AMD":"美国超微公司","SBUX":"星巴克","IVV":"标普500ETF-iShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161273809","content_text":"摘要:4月“小非农”数据远超预期,美股股指期货上涨;财报欠佳,雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%;欧洲主要股指涨多跌少,国际油价下跌。5月3日,美股股指期货上涨,道指期货涨0.11%,标普500指数涨0.24%,纳指期货涨0.28%。北京时间周四凌晨2:00,美联储FOMC将公布5月利率决议及政策声明;2:30,美联储主席鲍威尔将召开货币政策新闻发布会。目前,业内人士普遍预计美联储将在今晚的这个议息不眠夜连续第十次加息,而这很可能也将是本轮美联储紧缩周期落下的最后一枚加息“棋子”。目前市场预计美联储在今晚加息25个基点至5%-5.25%的概率高达88.7%,不加息的概率则仅为11.3%。盘前要闻4月“小非农”数据远超预期,美国4月ADP就业人数为29.6万人,为2022年7月以来最大增幅;预期14.8万人,前值14.5万人。雅诗兰黛第三财季净销售额37.6亿美元,预期37.1亿美元;公司下调财年业绩预期,预计全年净销售额下降10%至12%。(雅诗兰黛盘前跌超15%)CVS健康预计财年经调整后每股收益区间在8.50~8.70美元,此前预期为8.70~8.90美元。(CVS健康盘前跌逾2%)礼来阿尔茨海默病药物Donanemab治疗的后期试验取得了积极成果,与安慰剂相比临床衰退速度减慢了35%。礼来CEO:预计阿尔茨海默病药物Donanemab将在年底前获得全面批准。(礼来盘前涨超5%)美国财政部:美国财长耶伦将参加5月11日至13日在日本新泻举行的七国集团财长会议。特斯拉在美国恢复销售Model 3长续航版,价格比去年降了1万多美元。台积电正在就斥资高达100亿欧元在德国开设首家芯片工厂进行谈判。标普:将第一共和银行评级从B+下调至CC,随后进一步撤销其评级。据悉福特汽车正在重新开放Mustang Mach E预定,某些版本降价幅度高达8%,为今年来第二次降价。法拉第未来确认收到纳斯达克额外180天的宽限期,以满足纳斯达克最低买入股价要求。三星称其4纳米芯片制程良率已改善、接近5纳米的水准。业界人士称,三星4纳米制程已可媲美台积电,开始获得AMD等大客户订单。盘前行情AMD盘前跌超7%,Q1营收同比下滑9%,Q2营收指引中值53亿美元低于分析师预期。星巴克盘前跌超5%,2023财年Q2业绩好于市场预期,但基于消费者行为及国际旅游不确定性,公司决定重申全年业绩指引。Haleon盘前跌超2%,第一季度每股收益低于预期,营业利润率同比下降至23.1%。股价一日腰斩后,Chegg盘前涨超5%。公司承认生成式人工智能的技术进步,对公司业绩产生了直接冲击。受此消息影响,周二该股下挫超48%。百胜中国盘前涨近3%,Q1利润远超市场预期。欧洲市场欧洲主要股指涨多跌少,截至发稿,德国DAX30指数涨0.66%,法国CAC40涨0.55%。原油国际油价下跌,美油报69.66美元/桶,日内跌幅2.79%;布油现报73.28美元/桶,日内跌幅2.71%。市场担忧美联储进一步加息,会加剧经济衰退风险,而且市场对美国银行业危机和债务违约危机的担忧也打击需求前景,隔夜油价大跌逾5%,短线油市偏向空头。本交易日将迎来美联储利率决议和美联储主席鲍威尔的新闻发布会,投资者需要留意该事件对市场情绪的影响。关注晚间出炉的EIA原油库存系列数据。黄金现货黄金日内涨0.07%,报2,024.45美元/盎司。市场普遍等待本交易日的美联储利率决议和美联储主席鲍威尔的新闻发布会,市场观望情绪较浓,整体交投比较清淡。隔夜金价大涨后,短线看涨信号有所增加,有望上探近期高点2048附近阻力。在美联储利率决议前,还有“小非农”美国4月ADP就业数据和美国4月ISM非制造业PMI数据,投资者需要予以关注。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SPY":0.9,"LLY":0.9,"PSQ":0.9,"QID":0.9,".IXIC":0.9,"OEF":0.9,"SBUX":0.9,"UDOW":0.9,".DJI":0.9,"IVV":0.9,"SPXU":0.9,"EL":0.9,".SPX":0.9,"QQQ":0.9,"QLD":0.9,"NQmain":0.9,"AMD":0.9,"MNQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947810234,"gmtCreate":1682859939728,"gmtModify":1682859943327,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947810234","repostId":"2331122664","repostType":2,"repost":{"id":"2331122664","kind":"highlight","pubTimestamp":1682828286,"share":"https://ttm.financial/m/news/2331122664?lang=en_US&edition=fundamental","pubTime":"2023-04-30 12:18","market":"us","language":"zh","title":"How long can U.S. tech stocks be bullish? Just look at the earnings report of Apple and AMD next week","url":"https://stock-news.laohu8.com/highlight/detail?id=2331122664","media":"华尔街见闻","summary":"后续财报可能“喜忧参半”,AI热潮带动芯片需求增加,AMD、高通财报指引可能好于预期,而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下,微软、Meta等科技巨头扛住了压力,一季度业绩超","content":"<p><html><head></head><body><strong>The follow-up earnings report may be \"mixed\", the AI boom drives an increase in chip demand, AMD and Qualcomm's earnings guidance may be better than expected, and Apple may announce that its product division will shrink across the board for the first time in three years.</strong>Under the cloud of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Technology giants such as Meta and Meta withstood the pressure, and their first-quarter results exceeded expectations.</p><p>Specifically, Meta's \"salted fish turned over\", and its revenue in the first quarter unexpectedly reversed three consecutive quarters; Microsoft's last quarter's results exceeded expectations, and its cloud business revenue maintained double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>In addition, earnings guidance is positive despite record losses in chip stocks. SK Hynix pointed out that the improvement of demand and the superposition of production reduction may boost the market, and the chip market will rebound in the second quarter. But on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The warning of sluggish growth in its cloud computing business, and Cloudflare's move to cut its full-year revenue forecast, underscore the uncertainty of the overall economy.</p><p><strong>The unexpected earnings report eased the market's concerns about the slowdown in demand for technology products, driving a rebound in U.S. stocks.</strong>The S&P 500 posted its biggest one-day gain since the first week of the year on Thursday, with the tech-heavy Nasdaq 100 index closing up 2.76%, its biggest gain since Jan. 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And AMD will disclose the demand of more technology products, and its financial performance will become the key to whether technology stocks can continue to rebound. Here's the earnings look ahead:</strong></p><p>Tuesday: AMD will release earnings after U.S. stocks. The AI boom is expected to drive demand for chips in data centers, and the increased demand brought by it may offset the continued weakness in PC-side chip sales. With its customer and gaming segments still subdued, data centers will be key for AMD to generate revenue.</p><p>Wednesday: Qualcomm will announce results after U.S. stocks. Amid continued weakness in smartphone demand, investors will take a closer look at Qualcomm's quarterly guidance for signs of recovery and inventory replenishment from OEMs. Last month, chip giants Micron Technology and Infineon Technologies provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will report results after U.S. stocks. Apple is likely to report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales down a year from before, a slowdown in Mac sales likely to be more pronounced, and weaker consumer spending on premium devices still weighing on overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds will likely be shown in the earnings report, and Barclays believes the downturn will continue into the current quarter, especially as demand for the iPhone 14 Pro model slows.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How long can U.S. tech stocks be bullish? Just look at the earnings report of Apple and AMD next week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow long can U.S. tech stocks be bullish? Just look at the earnings report of Apple and AMD next week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-30 12:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>The follow-up earnings report may be \"mixed\", the AI boom drives an increase in chip demand, AMD and Qualcomm's earnings guidance may be better than expected, and Apple may announce that its product division will shrink across the board for the first time in three years.</strong>Under the cloud of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Technology giants such as Meta and Meta withstood the pressure, and their first-quarter results exceeded expectations.</p><p>Specifically, Meta's \"salted fish turned over\", and its revenue in the first quarter unexpectedly reversed three consecutive quarters; Microsoft's last quarter's results exceeded expectations, and its cloud business revenue maintained double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>In addition, earnings guidance is positive despite record losses in chip stocks. SK Hynix pointed out that the improvement of demand and the superposition of production reduction may boost the market, and the chip market will rebound in the second quarter. But on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The warning of sluggish growth in its cloud computing business, and Cloudflare's move to cut its full-year revenue forecast, underscore the uncertainty of the overall economy.</p><p><strong>The unexpected earnings report eased the market's concerns about the slowdown in demand for technology products, driving a rebound in U.S. stocks.</strong>The S&P 500 posted its biggest one-day gain since the first week of the year on Thursday, with the tech-heavy Nasdaq 100 index closing up 2.76%, its biggest gain since Jan. 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And AMD will disclose the demand of more technology products, and its financial performance will become the key to whether technology stocks can continue to rebound. Here's the earnings look ahead:</strong></p><p>Tuesday: AMD will release earnings after U.S. stocks. The AI boom is expected to drive demand for chips in data centers, and the increased demand brought by it may offset the continued weakness in PC-side chip sales. With its customer and gaming segments still subdued, data centers will be key for AMD to generate revenue.</p><p>Wednesday: Qualcomm will announce results after U.S. stocks. Amid continued weakness in smartphone demand, investors will take a closer look at Qualcomm's quarterly guidance for signs of recovery and inventory replenishment from OEMs. Last month, chip giants Micron Technology and Infineon Technologies provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will report results after U.S. stocks. Apple is likely to report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales down a year from before, a slowdown in Mac sales likely to be more pronounced, and weaker consumer spending on premium devices still weighing on overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds will likely be shown in the earnings report, and Barclays believes the downturn will continue into the current quarter, especially as demand for the iPhone 14 Pro model slows.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3687780\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/353f693b3cf73305d444a14080157632","relate_stocks":{"AMD":"美国超微公司","AAPL":"苹果","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://wallstreetcn.com/articles/3687780","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2331122664","content_text":"后续财报可能“喜忧参半”,AI热潮带动芯片需求增加,AMD、高通财报指引可能好于预期,而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下,微软、Meta等科技巨头扛住了压力,一季度业绩超出预期。具体来看,Meta“咸鱼翻身”,一季度收入意外扭转三季连降;微软上季度业绩超预期,云业务营收维持两位数增长;谷歌一季度搜索重回增长,云业务扭亏为盈。此外,尽管芯片股业绩亏损创下纪录,但财报指引向好。SK海力士指出,需求改善叠加减产或将提振市场,芯片市场将在二季度出现反弹。不过,另一方面,亚马逊对其云计算业务增长乏力的警告,以及Cloudflare下调全年营收预期的举措,突显出整体经济的不确定性。超预期的财报缓解了市场对科技产品需求放缓的担忧,带动美股反弹。标普500指数在周四创下今年第一周以来的最大单日涨幅,以科技股为主的纳斯达克100指数收涨2.76%,创1月20日以来最大涨幅。下周,苹果、高通和AMD将披露更多科技产品的需求情况,其财报表现成为科技股能否继续反弹的关键。以下是财报前瞻:周二:AMD将在美股盘后发布财报。人工智能热潮预计将带动数据中心对芯片的需求,带来的需求增加可能会抵消PC端芯片销售的持续疲软。由于其客户和游戏部门仍然低迷,数据中心将是AMD获得收入的关键。周三:高通将在美股盘后公布业绩。在智能手机需求持续疲软的情况下,投资者将仔细研究高通的季度指引,以寻找复苏的迹象和OEM厂商的库存补充。上个月,芯片巨头美光科技和英飞凌科技提供了好于预期的指引,提升了反弹的希望。周四:苹果将在美股盘后公布业绩。苹果可能会报告其产品部门三年来首次全面萎缩,iPad和iPhone的销售一年较前下滑,Mac的销售放缓可能更加明显,消费者对高端设备的消费疲软仍然拖累整体增长。iPhone供应链问题和外汇阻力的影响可能会在财报中显示出来,巴克莱认为,这种不景气会延续到本季度,尤其是对iPhone 14 Pro机型的需求放缓。","news_type":1,"symbols_score_info":{"AAPL":1,"AMD":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":3066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947804714,"gmtCreate":1682781549139,"gmtModify":1682781552685,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947804714","repostId":"1193243086","repostType":2,"repost":{"id":"1193243086","kind":"news","pubTimestamp":1682757120,"share":"https://ttm.financial/m/news/1193243086?lang=en_US&edition=fundamental","pubTime":"2023-04-29 16:32","market":"us","language":"zh","title":"First Republic \"Whose Family Flowers\"? Report: FDIC asks bidders like JPMorgan to submit final offers by Sunday","url":"https://stock-news.laohu8.com/highlight/detail?id=1193243086","media":"华尔街见闻","summary":"作为吸收存款超过10%的大型银行,摩根大通的收购在监管方面存在障碍,但为了拯救第一共和银行,也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方:摩根大通、PNC都有可能成为最终收购者。据彭博今日报","content":"<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan Chase's acquisition presents regulatory hurdles, but there is also the possibility of making an exception to save First Republic Bank.</strong><p style=\"text-align: justify;\">The precarious First Republic Bank has ushered in the intended party: JPMorgan Chase and PNC are both likely to be the ultimate acquirer.</p><p><p style=\"text-align: justify;\">The Federal Deposit Insurance Corporation (FDIC) is asking banks including JPMorgan Chase and PNC Financial Services Group, Bloomberg reported today<strong>Submit your final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday sought interest from the banks, including an understanding of the banks' recommended offers and the estimated cost of First Republic Bank deposit insurance money, and on Friday invited both companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg said the bidding process initiated by regulators could pave the way for a sale of First Republic Bank without going through a lengthy auction process like when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Moreover, the cliff-like decline in First Republic shares (down 97% this year) has pushed the market value to just $650 million,<strong>It may also provide a degree of feasibility for an acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street News said earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">It comes after advisers to First Republic sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Though buyers buy-and-lose, these potential buyers have $30 billion in deposits with First Republic Bank that are uninsured. If they think First Republic Bank is about to go bankrupt, they could risk losing that money altogether.</p><p><p style=\"text-align: justify;\">Moreover, even if the federal government uses emergency powers to guarantee these deposits, large banks will need to replenish the FDIC with huge sums of money. As part of the deal, a number of banks that bailed out could get some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a scheme would result in short-term losses for the banks that come to the rescue, but could cost less in the long run than letting First Republic Bank fail and be taken over by regulators.</strong></p><p><h2>Regulatory obstacles</h2><p style=\"text-align: justify;\">However, while First Republic Bank has little market value left, regulatory rules may also add a deterrent to acquisition action.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the nation that takes more than 10% of deposits,<strong>Under US regulations, the bank is not eligible to buy another institution that also takes deposits, which will make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Still, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC would prefer to limit the solution to the private sector than the billions it would have to pay to take over a bank again. The agency had previously planned a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Earlier, the media quoted sources saying that the most likely outcome of First Republic Bank is to be taken over by the FDIC. If First Republic Bank is taken over by regulators, the FDIC will still ask other banks to make possible takeover bids. However, sources said at the time that there was still hope of finding a solution that First Republic would not be taken over by the FDIC.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic \"Whose Family Flowers\"? Report: FDIC asks bidders like JPMorgan to submit final offers by Sunday</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\">\nFirst Republic \"Whose Family Flowers\"? Report: FDIC asks bidders like JPMorgan to submit final offers by Sunday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-29 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan Chase's acquisition presents regulatory hurdles, but there is also the possibility of making an exception to save First Republic Bank.</strong><p style=\"text-align: justify;\">The precarious First Republic Bank has ushered in the intended party: JPMorgan Chase and PNC are both likely to be the ultimate acquirer.</p><p><p style=\"text-align: justify;\">The Federal Deposit Insurance Corporation (FDIC) is asking banks including JPMorgan Chase and PNC Financial Services Group, Bloomberg reported today<strong>Submit your final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday sought interest from the banks, including an understanding of the banks' recommended offers and the estimated cost of First Republic Bank deposit insurance money, and on Friday invited both companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg said the bidding process initiated by regulators could pave the way for a sale of First Republic Bank without going through a lengthy auction process like when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Moreover, the cliff-like decline in First Republic shares (down 97% this year) has pushed the market value to just $650 million,<strong>It may also provide a degree of feasibility for an acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street News said earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">It comes after advisers to First Republic sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Though buyers buy-and-lose, these potential buyers have $30 billion in deposits with First Republic Bank that are uninsured. If they think First Republic Bank is about to go bankrupt, they could risk losing that money altogether.</p><p><p style=\"text-align: justify;\">Moreover, even if the federal government uses emergency powers to guarantee these deposits, large banks will need to replenish the FDIC with huge sums of money. As part of the deal, a number of banks that bailed out could get some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a scheme would result in short-term losses for the banks that come to the rescue, but could cost less in the long run than letting First Republic Bank fail and be taken over by regulators.</strong></p><p><h2>Regulatory obstacles</h2><p style=\"text-align: justify;\">However, while First Republic Bank has little market value left, regulatory rules may also add a deterrent to acquisition action.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the nation that takes more than 10% of deposits,<strong>Under US regulations, the bank is not eligible to buy another institution that also takes deposits, which will make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Still, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC would prefer to limit the solution to the private sector than the billions it would have to pay to take over a bank again. The agency had previously planned a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Earlier, the media quoted sources saying that the most likely outcome of First Republic Bank is to be taken over by the FDIC. If First Republic Bank is taken over by regulators, the FDIC will still ask other banks to make possible takeover bids. However, sources said at the time that there was still hope of finding a solution that First Republic would not be taken over by the FDIC.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3687776\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffc56982f828847b68443cfbde6a957b","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://wallstreetcn.com/articles/3687776","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193243086","content_text":"作为吸收存款超过10%的大型银行,摩根大通的收购在监管方面存在障碍,但为了拯救第一共和银行,也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方:摩根大通、PNC都有可能成为最终收购者。据彭博今日报道,美国联邦存款保险公司(FDIC)要求包括摩根大通和PNC金融服务集团在内的银行在周日之前提交对第一共和银行的最终报价。监管机构于周四向各家银行征求了意向,包括了解这些银行建议的报价以及对第一共和银行存款保险金的预估成本,并于周五邀请了两家公司参加了下一步的竞标过程。彭博表示,监管机构启动的竞标程序可能为第一共和银行的出售铺平道路,而不会像硅谷银行和签字银行倒闭时经历漫长的拍卖流程。此外,第一共和银行股票的断崖式下跌(今年以来下跌97%)已经使市值跌至仅有6.5亿美元,这可能也为收购提供了一定程度上的可行性。华尔街见闻今日早些时候曾介绍,包括FDIC、美国财政部和美联储在内的美国官员们正在协调与其他银行的会议,以促成对第一共和银行的救助计划。此前,第一共和银行的顾问们寻求让数家参与了一个月前救助行动的银行以高于市价的价格购买其资产。尽管买家买入即亏,但这些潜在买家在第一共和银行的300亿美元存款没有保险。如果他们认为第一共和银行即将破产,他们可能会面临彻底失去这笔钱的风险。此外,即使联邦政府动用紧急权力为这些存款提供担保,大型银行也需要向FDIC补充巨额资金。作为交易的一部分,多家出手救助的银行可以获得某种形式的股权。上述方案将导致出手相救的银行短期内蒙受损失,但从长远来看,可能比让第一共和银行倒闭并被监管机构接管的成本更低。监管障碍然而,尽管第一共和银行的市值已经所剩无几,但监管规定也可能为收购行动增加阻碍。由于摩根大通是全美少数几家吸收存款超过10%的大型银行,根据美国监管规定,该行没有资格再收购一家同样吸收存款的机构,这将令其规模再一次壮大。尽管如此,为了拯救第一共和银行,也存在破例的可能性。相比FDIC再次接管一家银行所必须付出的数十亿成本,FDIC更希望将解决方案限制在私营部门。此前该机构已经计划对银行业进行特别评估,以支付硅谷银行和签名银行上个月破产的费用。此前媒体援引消息人士称,第一共和银行最有可能的结果就是被FDIC接管。如果第一共和银行被监管机构接管,FDIC仍将问询其他银行,让他们进行可能的收购投标。不过消息人士当时称,也仍有希望找到一个第一共和不被FDIC接管的解决方案。","news_type":1,"symbols_score_info":{"FRC":0.9,"FRCB":0.9}},"isVote":1,"tweetType":1,"viewCount":3672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947158708,"gmtCreate":1682697153905,"gmtModify":1682697157646,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947158708","repostId":"1149416254","repostType":2,"repost":{"id":"1149416254","kind":"news","pubTimestamp":1682695765,"share":"https://ttm.financial/m/news/1149416254?lang=en_US&edition=fundamental","pubTime":"2023-04-28 23:29","market":"us","language":"zh","title":"Fed blames Silicon Valley Bank's collapse on management issues, poor regulation","url":"https://stock-news.laohu8.com/highlight/detail?id=1149416254","media":"华尔街见闻","summary":"硅谷银行的管理层和总监们未能管理好自家公司的众多风险。","content":"<p><html><head></head><body>Michael Barr, Federal Reserve Vice Chairman for Financial Regulatory Affairs: Blaming the collapse of Silicon Valley Bank (SVB) on corporate management and inappropriate regulation will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors have failed to manage the many risks of their own companies.</p><p><p style=\"text-align: start;\">Silicon Valley Bank has had as many as 31 warnings, which is three times the industry average.</p><p><p style=\"text-align: start;\">Regulators have failed to put enough effort into ensuring that Silicon Valley Bank can handle many problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Board of Governors has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Fed's pandering stance and shifting stance hamper regulation (against institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Limiting bank buybacks and dividend payments may be the \"appropriate move\".</p><p><p style=\"text-align: start;\">More stringent standards for incentives should be considered.</p><p><p style=\"text-align: start;\">More banking institutions should assess gains and losses and assets held for sale.</p><p><p style=\"text-align: start;\">Reassess the system for banks with more than $100 billion in assets.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Powell supported several of Barr's recommendations on institutions and regulation.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed blames Silicon Valley Bank's collapse on management issues, poor regulation</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; 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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\">\nFed blames Silicon Valley Bank's collapse on management issues, poor regulation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-28 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Michael Barr, Federal Reserve Vice Chairman for Financial Regulatory Affairs: Blaming the collapse of Silicon Valley Bank (SVB) on corporate management and inappropriate regulation will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors have failed to manage the many risks of their own companies.</p><p><p style=\"text-align: start;\">Silicon Valley Bank has had as many as 31 warnings, which is three times the industry average.</p><p><p style=\"text-align: start;\">Regulators have failed to put enough effort into ensuring that Silicon Valley Bank can handle many problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Board of Governors has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Fed's pandering stance and shifting stance hamper regulation (against institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Limiting bank buybacks and dividend payments may be the \"appropriate move\".</p><p><p style=\"text-align: start;\">More stringent standards for incentives should be considered.</p><p><p style=\"text-align: start;\">More banking institutions should assess gains and losses and assets held for sale.</p><p><p style=\"text-align: start;\">Reassess the system for banks with more than $100 billion in assets.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Powell supported several of Barr's recommendations on institutions and regulation.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/livenews/2455612\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9cd29490297b10c3f50798a61050f13","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/livenews/2455612","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149416254","content_text":"美联储负责金融监管事务的副主席Michael Barr:将硅谷银行(SVB)倒闭归咎于公司管理和不适当的监管,将考虑改善流动性和资本要求。硅谷银行的管理层和总监们未能管理好自家公司的众多风险。硅谷银行曾出现多达31项警告,那是行业均值的三倍。在确保硅谷银行能够处置众多问题方面,监管人员们没能付出足够的努力。美联储理事会曾提倡实施不那么果断的监管方式。美联储的迎合姿态和立场转变妨碍到(针对硅谷银行等机构的)监管。呼吁针对更大范围的银行机构实施“更加强有力的标准”。限制银行回购和派息可能会是“适当之举”。应当考虑针对(银行业的)激励机制出台更加严苛的标准。更多的银行机构应当评估盈亏和待售资产。针对那些资产规模超过1000亿美元的银行重新评估制度。美联储主席鲍威尔支持Barr针对制度和监管的若干建议。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947328793,"gmtCreate":1682592473712,"gmtModify":1682592477133,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947328793","repostId":"2330307711","repostType":2,"isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}