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BenWong78
BenWong78
·
2023-03-16
😀
U.S. WSB concept stocks fell, AMC cinemas fell nearly 10%
周三盘中,美股WSB概念股走低,AMC院线跌近10%,3B家居跌超8%,游戏驿站跌超6%,Roblox跌近4%。
U.S. WSB concept stocks fell, AMC cinemas fell nearly 10%
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BenWong78
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2023-03-16
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BenWong78
BenWong78
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2023-03-16
😅
International oil price drop widens to 5%, refreshing its lowest since December 2021
3月15日周三,WTI原油期货盘中跌超5%,刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%,也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气
International oil price drop widens to 5%, refreshing its lowest since December 2021
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BenWong78
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2023-03-16
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BenWong78
BenWong78
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2023-03-14
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Pre-market | U.S. February CPI rose 6% year-on-year, and the three major stock index futures all rose
美联储将仍需要继续上调利率以应对通货膨胀。
Pre-market | U.S. February CPI rose 6% year-on-year, and the three major stock index futures all rose
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BenWong78
BenWong78
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2023-03-09
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Federal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months
3月8日周三,美联储公布今年第二次褐皮书,发布截至2月27日美联储对全美12个地区的经济调查结果。 褐皮书称,2023年初美国整体经济活动略有增加。 展望未来,在不确定性加剧的情况下,受访者预计未来几个月经济状况不会有太大改善。 褐皮书称,全美供应链中断的问题继续缓解。美联储预计今年年内工资增长将进一步放缓。
Federal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months
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BenWong78
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2023-03-09
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BenWong78
BenWong78
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2023-03-07
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Morgan Stanley is idling more again: U.S. stocks will rebound in the near future
摩根士丹利首席策略师威尔逊(Michael Wilson)表示,在业绩不利因素加剧之前,美股可能还有上涨空间。威尔逊周一表示,“股市上周经受住了关键的支撑考验,这表明本轮熊市反弹还没有准备好结束。”威
Morgan Stanley is idling more again: U.S. stocks will rebound in the near future
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BenWong78
BenWong78
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2023-03-06
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Lei Jun's New Story
雷军不再侧重讲生态链的故事,而是讲起与小米业务相关的供应链的故事。前几年,小米打造生态链版图,在众多智能设备领域进行布局,逐步让米家终端智能产品渗透到IoT的各个市场中。智能手机市场进入下半场后,雷军
Lei Jun's New Story
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BenWong78
BenWong78
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2023-03-06
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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. WSB concept stocks fell, AMC cinemas fell nearly 10%\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\">2023-03-15 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In intraday trading on Wednesday, U.S. stocks WSB concept stocks fell, AMC Cinemas fell nearly 10%, 3B Home Furnishing fell more than 8%, GameStop fell more than 6%, and Roblox fell nearly 4%.</p><p><img src=\"https://static.tigerbbs.com/270fb6c62a1072fbd9a99ffb2c1aff2a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/537ad0b0f865a392242e7815952d23bd","relate_stocks":{"BBBY":"Bed Bath & Beyond, Inc.","RBLX":"Roblox 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22:58","market":"fut","language":"zh","title":"International oil price drop widens to 5%, refreshing its lowest since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三,WTI原油期货盘中跌超5%,刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%,也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" 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}\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\">\nInternational oil price drop widens to 5%, refreshing its lowest since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三,WTI原油期货盘中跌超5%,刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%,也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%,暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅,夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":2973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949759076,"gmtCreate":1678920785295,"gmtModify":1678920789026,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949759076","repostId":"1188736930","repostType":2,"isVote":1,"tweetType":1,"viewCount":3576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949406629,"gmtCreate":1678798867461,"gmtModify":1678798871269,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😘","listText":"😘","text":"😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949406629","repostId":"1113377166","repostType":2,"repost":{"id":"1113377166","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":1678797001,"share":"https://ttm.financial/m/news/1113377166?lang=en_US&edition=fundamental","pubTime":"2023-03-14 20:30","market":"us","language":"zh","title":"Pre-market | U.S. February CPI rose 6% year-on-year, and the three major stock index futures all rose","url":"https://stock-news.laohu8.com/highlight/detail?id=1113377166","media":"老虎资讯综合","summary":"美联储将仍需要继续上调利率以应对通货膨胀。","content":"<p><html><head></head><body><b>The U.S. CPI rose by 6% year-on-year in February. The increase has fallen for the eighth consecutive month and is the lowest since September 2021. Expected: 6%, previous value: 6.4%.</b></p><p><b>The month-on-month increase in CPI in February: 0.4%, the lowest since December 2022. Expected: 0.40%, previous value: 0.50%.</b></p><p>The core CPI in February rose by 5.5% year-on-year, the sixth consecutive month of decline, the lowest since December 2021. Expected: 5.5%, previous value: 5.6%.</p><p>Core CPI in February increased by 0.5% month-on-month, expected: 0.4%, previous value: 0.4%.</p><p><p style=\"text-align:center;\"><img src=\"https://static.tigerbbs.com/3bae64183d72aca90e6512bbe929061c\" tg-width=\"763\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p><b>Data interpretation:</b>The report comes at a time when the failure of two U.S. banks has caused financial market turmoil. While financial markets were still expecting a 25 basis point Fed rate hike on Tuesday, concerns about the contagion of the banking crisis prompted some economists, including Goldman Sachs, to expect the Fed to pause next week since the 1980s, according to CME's \"Fed Watch\" The fastest monetary policy tightening cycle since.</p><p>The housing index was the largest contributor to the monthly increase in U.S. core CPI in February, accounting for more than 70% of the increase. This data shows how tough the Fed is in the wake of the bankruptcy of Silicon Valley Bank (SVB).<b>Swap traders currently believe that the probability of a 25 basis point rate hike by the time the Fed meets this month is largely stable at around 84%.</b></p><p><b>After the release of the CPI data, the three major U.S. stock index futures rose simultaneously. As of press time, the three major index futures all rose by more than 1%.</b></p><p><img src=\"https://static.tigerbbs.com/fb3e348ee269fdced5e33f1059b038f8\" tg-width=\"744\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>TAL fell more than 6%. TAL announced: After the launch of Xueersi's literacy training courses, it has been carrying out enrollment work in accordance with regulations, and there is no situation of \"Xueersi restarting large-scale offline enrollment\".</p><p><img src=\"https://static.tigerbbs.com/d045c2e848163b5064bb34748095613c\" tg-width=\"449\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba rose 0.16%, and the Hangzhou Municipal Market Supervision Bureau and Alibaba Group signed a cooperation agreement to comprehensively deepen the healthy and high-quality development of the platform economy.</p><p>JD.com rose 0.12%, Pinduoduo rose 0.36%, Bilibili fell 0.66%, and iQiyi rose 1.53%.</p><p>New car-making forces had mixed gains and losses. Nio rose 0.12%, Li Auto fell 1.39%, and XPeng Automobile fell 1.81%.</p><p><b>Important pre-market trends of US stocks</b></p><p><b>Regional bank stocks that plummeted yesterday rebounded. As of press time, First Republic Bank rose about 60%, PacWest Bancorp rose 42%, and Alliance West Bank rose 33%.</b>The Federal Deposit Insurance Corporation (FDIC) said: Although none of the major U.S. banks bid for Silicon Valley Bank in Sunday's auction, at least one institution made a takeover offer, which was rejected by the FDIC, and it is not yet clear the timetable of the second auction.</p><p><img src=\"https://static.tigerbbs.com/2ea7212244f2862357432b14917ef06a\" tg-width=\"449\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Large bank stocks generally rose, Goldman Sachs rose 3%, JPMorgan Chase rose 2.86%, Morgan Stanley rose 4.52%, Citigroup rose 5%, Wells Fargo rose 5.57%, and Bank of America rose 6.21%. It is reported that after the collapse of three banks including Silicon Valley Bank, in recent days, leading U.S. banks such as JPMorgan Chase have absorbed billions of dollars in deposits, and Citigroup and Wells Fargo have also absorbed higher deposits than usual; It is reported that large financial institutions such as JPMorgan and Citigroup are trying to meet the needs of customers to quickly transfer deposits.</p><p>Credit Suisse turned from falling to rising. Credit Suisse said that it found major deficiencies in the reporting process for fiscal years 2022 and 2021 and is taking remedial measures.</p><p>Cvent, a private software-as-a-service (SaaS) company, resumed trading and is now up more than 12% before the market. Blackstone Group will acquire Cvent in cash at a price of US $8.5 per share.</p><p><img src=\"https://static.tigerbbs.com/37387e4657e0632268173a3c55caeb1b\" tg-width=\"449\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>LYFT and Uber rose more than 7%. The California court ruled that LYFT and Uber have the right to treat drivers as independent contractors, which means that LYFT and Uber do not have to provide drivers with various benefits of employees, thus avoiding increased costs.</p><p>Faraday Future rose 2.5%, and the company confirmed that it had obtained a dealer license for U.S. operations from California.</p><p>United Continental Airlines fell nearly 3%. Its preliminary results in the first quarter were worse than market expectations, and its loss was expected to be higher than expected.</p><p>BuzzFeed Inc fell more than 6%, and its first-quarter guidance was far worse than expected.</p><p>Gitlab fell 32%, and its Q4 revenue in fiscal year 2023 was US $123 million, a year-on-year increase of 58%; Net loss narrowed to $39 million; Revenue in fiscal 2024 is expected to be $529 to $533 million, which is lower than analysts' estimates of $586.4 million.</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 | U.S. February CPI rose 6% year-on-year, and the three major stock index futures all rose</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 | U.S. February CPI rose 6% year-on-year, and the three major stock index futures all rose\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\">2023-03-14 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The U.S. CPI rose by 6% year-on-year in February. The increase has fallen for the eighth consecutive month and is the lowest since September 2021. Expected: 6%, previous value: 6.4%.</b></p><p><b>The month-on-month increase in CPI in February: 0.4%, the lowest since December 2022. Expected: 0.40%, previous value: 0.50%.</b></p><p>The core CPI in February rose by 5.5% year-on-year, the sixth consecutive month of decline, the lowest since December 2021. Expected: 5.5%, previous value: 5.6%.</p><p>Core CPI in February increased by 0.5% month-on-month, expected: 0.4%, previous value: 0.4%.</p><p><p style=\"text-align:center;\"><img src=\"https://static.tigerbbs.com/3bae64183d72aca90e6512bbe929061c\" tg-width=\"763\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p><b>Data interpretation:</b>The report comes at a time when the failure of two U.S. banks has caused financial market turmoil. While financial markets were still expecting a 25 basis point Fed rate hike on Tuesday, concerns about the contagion of the banking crisis prompted some economists, including Goldman Sachs, to expect the Fed to pause next week since the 1980s, according to CME's \"Fed Watch\" The fastest monetary policy tightening cycle since.</p><p>The housing index was the largest contributor to the monthly increase in U.S. core CPI in February, accounting for more than 70% of the increase. This data shows how tough the Fed is in the wake of the bankruptcy of Silicon Valley Bank (SVB).<b>Swap traders currently believe that the probability of a 25 basis point rate hike by the time the Fed meets this month is largely stable at around 84%.</b></p><p><b>After the release of the CPI data, the three major U.S. stock index futures rose simultaneously. As of press time, the three major index futures all rose by more than 1%.</b></p><p><img src=\"https://static.tigerbbs.com/fb3e348ee269fdced5e33f1059b038f8\" tg-width=\"744\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>TAL fell more than 6%. TAL announced: After the launch of Xueersi's literacy training courses, it has been carrying out enrollment work in accordance with regulations, and there is no situation of \"Xueersi restarting large-scale offline enrollment\".</p><p><img src=\"https://static.tigerbbs.com/d045c2e848163b5064bb34748095613c\" tg-width=\"449\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba rose 0.16%, and the Hangzhou Municipal Market Supervision Bureau and Alibaba Group signed a cooperation agreement to comprehensively deepen the healthy and high-quality development of the platform economy.</p><p>JD.com rose 0.12%, Pinduoduo rose 0.36%, Bilibili fell 0.66%, and iQiyi rose 1.53%.</p><p>New car-making forces had mixed gains and losses. Nio rose 0.12%, Li Auto fell 1.39%, and XPeng Automobile fell 1.81%.</p><p><b>Important pre-market trends of US stocks</b></p><p><b>Regional bank stocks that plummeted yesterday rebounded. As of press time, First Republic Bank rose about 60%, PacWest Bancorp rose 42%, and Alliance West Bank rose 33%.</b>The Federal Deposit Insurance Corporation (FDIC) said: Although none of the major U.S. banks bid for Silicon Valley Bank in Sunday's auction, at least one institution made a takeover offer, which was rejected by the FDIC, and it is not yet clear the timetable of the second auction.</p><p><img src=\"https://static.tigerbbs.com/2ea7212244f2862357432b14917ef06a\" tg-width=\"449\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Large bank stocks generally rose, Goldman Sachs rose 3%, JPMorgan Chase rose 2.86%, Morgan Stanley rose 4.52%, Citigroup rose 5%, Wells Fargo rose 5.57%, and Bank of America rose 6.21%. It is reported that after the collapse of three banks including Silicon Valley Bank, in recent days, leading U.S. banks such as JPMorgan Chase have absorbed billions of dollars in deposits, and Citigroup and Wells Fargo have also absorbed higher deposits than usual; It is reported that large financial institutions such as JPMorgan and Citigroup are trying to meet the needs of customers to quickly transfer deposits.</p><p>Credit Suisse turned from falling to rising. Credit Suisse said that it found major deficiencies in the reporting process for fiscal years 2022 and 2021 and is taking remedial measures.</p><p>Cvent, a private software-as-a-service (SaaS) company, resumed trading and is now up more than 12% before the market. Blackstone Group will acquire Cvent in cash at a price of US $8.5 per share.</p><p><img src=\"https://static.tigerbbs.com/37387e4657e0632268173a3c55caeb1b\" tg-width=\"449\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>LYFT and Uber rose more than 7%. The California court ruled that LYFT and Uber have the right to treat drivers as independent contractors, which means that LYFT and Uber do not have to provide drivers with various benefits of employees, thus avoiding increased costs.</p><p>Faraday Future rose 2.5%, and the company confirmed that it had obtained a dealer license for U.S. operations from California.</p><p>United Continental Airlines fell nearly 3%. Its preliminary results in the first quarter were worse than market expectations, and its loss was expected to be higher than expected.</p><p>BuzzFeed Inc fell more than 6%, and its first-quarter guidance was far worse than expected.</p><p>Gitlab fell 32%, and its Q4 revenue in fiscal year 2023 was US $123 million, a year-on-year increase of 58%; Net loss narrowed to $39 million; Revenue in fiscal 2024 is expected to be $529 to $533 million, which is lower than analysts' estimates of $586.4 million.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113377166","content_text":"美国2月CPI同比涨幅:6%,涨幅已连续第八个月下降,为2021年9月以来新低。预期:6%,前值:6.4%。2月CPI环比涨幅:0.4%,为2022年12月以来新低。预期:0.40%,前值:0.50%。2月核心CPI同比涨幅:5.5% ,涨幅连续第六个月下降,为2021年12月来新低。 预期:5.5% , 前值:5.6%。2月核心CPI环比涨幅:0.5% , 预期:0.4% , 前值:0.4%。数据解读:这份报告发布之际,正值美国两家银行倒闭引发金融市场动荡。CME“美联储观察”显示,尽管金融市场周二仍预期美联储加息25个基点,但对银行业危机蔓延的担忧促使包括高盛在内的一些经济学家预计,美联储下周将暂停自上世纪80年代以来最快的货币政策紧缩周期。住房指数是美国2月核心CPI月率涨幅的最大贡献者,占涨幅的70%以上。这一数据表明,在硅谷银行(SVB)破产后,美联储的处境有多么艰难。掉期交易员目前认为,美联储在本月开会时加息25个基点的概率基本稳定在84%左右。CPI数据公布后,美股三大股指期货同步上涨,截至发稿,三大指数期货涨幅均超1%。中概股盘前走势好未来跌超6%,好未来公告:学而思旗下素养类培训课程上线后,一直按规定开展招生工作,并不存在“学而思重启大规模线下招生”的情况。阿里巴巴涨0.16%,杭州市市场监管局与阿里巴巴集团签订全面深化平台经济健康高质量发展合作协议。京东涨0.12%,拼多多涨0.36%,哔哩哔哩跌0.66%,爱奇艺涨1.53%。造车新势力涨跌不一,蔚来涨0.12%,理想汽车跌1.39%,小鹏汽车跌1.81%。重要美股盘前走势昨日暴跌的区域银行股反弹,截至发稿,第一共和银行涨幅约60%,PacWest Bancorp涨42%,阿莱恩斯西部银行涨33%。美国联邦存款保险公司(FDIC)表示:尽管在周日标售中,没有一家美国大型银行竞购硅谷银行,但至少有一家机构提出了收购要约,但被FDIC拒绝了,目前尚不清楚第二次拍卖的时间表。大型银行股普涨,高盛涨3%,摩根大通涨2.86%,摩根士丹利涨4.52%,花旗涨5%,富国银行涨5.57%,美国银行涨6.21%。据悉硅谷银行等三家倒闭后,最近几天,美国头部银行如摩根大通吸收了数十亿美元存款,花旗和富国银行吸收的存款也比平时更高;报道称小摩、花旗等大型金融机构正试图满足客户快速转移存款的需求。瑞士信贷由跌转涨,瑞信表示于2022年和2021财年的报告程序中发现「重大缺陷」,正在采取补救措施。私营软件即服务(SaaS)公司Cvent恢复交易,盘前现涨超12%,黑石集团将以8.5美元/股的价格现金收购Cvent。LYFT、优步涨超7%。加州法院裁决,LYFT和优步有权将司机视为独立承包商,这意味着LYFT和优步不用向司机提供雇员的各种待遇,从而可避免成本增加。法拉第未来涨2.5%,公司确认已从加利福尼亚州获得美国业务的经销商许可证。联合大陆航空跌近3%,第一季度初步业绩逊于市场预期,亏损幅度料高于预期。BuzzFeed Inc跌超6%,第一季度指引远逊预期。Gitlab大跌32%,2023财年Q4营收1.23亿美元,同比增长58%;净亏损收窄至3900万美元;预计2024财年营收为5.29至5.33亿美元,不及分析师预计的5.864亿美元。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949964813,"gmtCreate":1678317074233,"gmtModify":1678317078295,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949964813","repostId":"2318384722","repostType":4,"repost":{"id":"2318384722","kind":"news","pubTimestamp":1678317040,"share":"https://ttm.financial/m/news/2318384722?lang=en_US&edition=fundamental","pubTime":"2023-03-09 07:10","market":"us","language":"zh","title":"Federal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months","url":"https://stock-news.laohu8.com/highlight/detail?id=2318384722","media":"华尔街见闻","summary":" 3月8日周三,美联储公布今年第二次褐皮书,发布截至2月27日美联储对全美12个地区的经济调查结果。 褐皮书称,2023年初美国整体经济活动略有增加。 展望未来,在不确定性加剧的情况下,受访者预计未来几个月经济状况不会有太大改善。 褐皮书称,全美供应链中断的问题继续缓解。美联储预计今年年内工资增长将进一步放缓。","content":"<p><html><head></head><body>Beige Book said that the plight of the U.S. supply chain has eased, consumption has remained stable, and high inflation and high interest rates have restricted consumption. The labor market in the United States remains stable, and the pressure of rising prices still exists, but respondents expect the rate of rising prices to slow down further this year. On Wednesday, March 8th, the Federal Reserve released its second Beige Book this year, releasing the results of the Federal Reserve's economic survey of 12 regions in the United States as of February 27th.</p><p>Beige Book said that overall U.S. economic activity increased slightly in early 2023.</p><p>Of the 12 regions across the United States, six have seen little or no change in economic activity since the last report (published Jan. 18), while six others indicate that activity is expanding at a modest pace.</p><p>Looking ahead, respondents don't expect economic conditions to improve much in the coming months amid increased uncertainty.</p><p>Supply chain woes ease, high inflation, high interest rates still limit consumption</p><p>Beige Book said that the problem of supply chain disruptions across the United States continues to ease.</p><p>On the consumption front, consumer spending generally remained steady, but some regions reported moderate to strong growth in retail sales during a typically flat period. Across the United States, vehicle sales were little changed, but inventory levels continued to improve. Data from several regions showed that high inflation and high interest rates continue to reduce consumers' disposable income and purchasing power, and raised concerns about rising credit card debt. Travel and tourism activity remains fairly strong in most regions.</p><p>Manufacturing activity plateaued after a period of contraction.</p><p>Although the real estate market remains sluggish and the industry is constrained by extremely low inventory, in some areas of the eastern coast, real estate market activity has seen an unexpected increase beyond the seasonal normal level. Commercial real estate activity was stable and the industrial real estate market increased, but the office market continued to be weak.</p><p>Demand for non-financial services has generally remained stable across the United States, but has picked up in some regions.</p><p>Loan demand fell across the United States, credit standards tightened, and delinquencies rose slightly.</p><p>Energy activity was flat or slightly decreased, and agriculture was mixed.</p><p>Labor Market Remains Solid, Wage Growth Will Slow Further</p><p>In terms of the labor market, Beige Book believes that the U.S. labor market is still stable.</p><p>Beige Book said that despite some companies freezing hiring and sporadic reports of layoffs, employment continues to grow at a moderate rate in most regions.</p><p>Labor supply has improved slightly, but finding workers with the required skills or experience remains challenging. Data from some regions show that the lack of available childcare services continues to hinder the workforce from entering the market.</p><p>While the labor market in general remains tight, some regions note that companies are becoming less flexible with employees and are beginning to reduce remote work options.</p><p>Wages have generally increased at a moderate pace, with data from some regions showing some easing of wage pressures. The Federal Reserve expects wage growth to slow further this year.</p><p>Inflationary pressures remain widespread and price increases are expected to continue to moderate</p><p>Although price increases have moderated in many regions, inflationary pressures remain widespread.</p><p>Some regions reported further increases in input costs, especially for energy and raw materials, although freight and transportation costs eased.</p><p>Data from some regions show companies are finding it harder to pass on cost increases to consumers.</p><p>Sales prices rose moderately in most regions and decelerated in some areas.</p><p>House prices were generally flat or slightly down, while rents were reported to be stable or rising. Still, housing prices and rents remain high, adding to ongoing concerns about housing affordability.</p><p>Looking ahead, respondents expect price increases to continue to slow this year.</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>Federal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months</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\">\nFederal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months\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\">2023-03-09 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Beige Book said that the plight of the U.S. supply chain has eased, consumption has remained stable, and high inflation and high interest rates have restricted consumption. The labor market in the United States remains stable, and the pressure of rising prices still exists, but respondents expect the rate of rising prices to slow down further this year. On Wednesday, March 8th, the Federal Reserve released its second Beige Book this year, releasing the results of the Federal Reserve's economic survey of 12 regions in the United States as of February 27th.</p><p>Beige Book said that overall U.S. economic activity increased slightly in early 2023.</p><p>Of the 12 regions across the United States, six have seen little or no change in economic activity since the last report (published Jan. 18), while six others indicate that activity is expanding at a modest pace.</p><p>Looking ahead, respondents don't expect economic conditions to improve much in the coming months amid increased uncertainty.</p><p>Supply chain woes ease, high inflation, high interest rates still limit consumption</p><p>Beige Book said that the problem of supply chain disruptions across the United States continues to ease.</p><p>On the consumption front, consumer spending generally remained steady, but some regions reported moderate to strong growth in retail sales during a typically flat period. Across the United States, vehicle sales were little changed, but inventory levels continued to improve. Data from several regions showed that high inflation and high interest rates continue to reduce consumers' disposable income and purchasing power, and raised concerns about rising credit card debt. Travel and tourism activity remains fairly strong in most regions.</p><p>Manufacturing activity plateaued after a period of contraction.</p><p>Although the real estate market remains sluggish and the industry is constrained by extremely low inventory, in some areas of the eastern coast, real estate market activity has seen an unexpected increase beyond the seasonal normal level. Commercial real estate activity was stable and the industrial real estate market increased, but the office market continued to be weak.</p><p>Demand for non-financial services has generally remained stable across the United States, but has picked up in some regions.</p><p>Loan demand fell across the United States, credit standards tightened, and delinquencies rose slightly.</p><p>Energy activity was flat or slightly decreased, and agriculture was mixed.</p><p>Labor Market Remains Solid, Wage Growth Will Slow Further</p><p>In terms of the labor market, Beige Book believes that the U.S. labor market is still stable.</p><p>Beige Book said that despite some companies freezing hiring and sporadic reports of layoffs, employment continues to grow at a moderate rate in most regions.</p><p>Labor supply has improved slightly, but finding workers with the required skills or experience remains challenging. Data from some regions show that the lack of available childcare services continues to hinder the workforce from entering the market.</p><p>While the labor market in general remains tight, some regions note that companies are becoming less flexible with employees and are beginning to reduce remote work options.</p><p>Wages have generally increased at a moderate pace, with data from some regions showing some easing of wage pressures. The Federal Reserve expects wage growth to slow further this year.</p><p>Inflationary pressures remain widespread and price increases are expected to continue to moderate</p><p>Although price increases have moderated in many regions, inflationary pressures remain widespread.</p><p>Some regions reported further increases in input costs, especially for energy and raw materials, although freight and transportation costs eased.</p><p>Data from some regions show companies are finding it harder to pass on cost increases to consumers.</p><p>Sales prices rose moderately in most regions and decelerated in some areas.</p><p>House prices were generally flat or slightly down, while rents were reported to be stable or rising. Still, housing prices and rents remain high, adding to ongoing concerns about housing affordability.</p><p>Looking ahead, respondents expect price increases to continue to slow this year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3683631\">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/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3683631","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318384722","content_text":"褐皮书称,美国供应链困境有所缓解,消费维持稳定,高通胀和高利率对消费有所限制。全美劳动力市场依然稳健,物价上涨压力仍然存在,但受访者预计今年物价上涨速度将进一步减缓。3月8日周三,美联储公布今年第二次褐皮书,发布截至2月27日美联储对全美12个地区的经济调查结果。褐皮书称,2023年初美国整体经济活动略有增加。在全美12个地区中,自上次报告(1月18日公布)以来,六个地区的经济活动几乎没有或没有变化,而另外六个地区则表明经济活动以适度的速度扩张。展望未来,在不确定性加剧的情况下,受访者预计未来几个月经济状况不会有太大改善。供应链困境缓解,高通胀、高利率依然限制消费褐皮书称,全美供应链中断的问题继续缓解。消费方面,消费者支出总体保持稳定,但一些地区报告零售额在通常平缓的时期内出现温和至强劲增长。从全美来看,汽车销售几乎没有变化,但库存水平继续改善。几个地区的数据显示,高通胀和高利率继续降低消费者的可支配收入和购买力,并对信用卡债务上升表示担忧。大多数地区的旅行和旅游活动仍然相当强劲。制造业活动在经历了一段时间的收缩后趋于稳定。虽然房地产市场仍然低迷,业受到极低库存的限制,但在东部沿海的一些地区,房地产市场活动出现了超出季节性正常水平的意外上升。商业房地产活动稳定,工业地产市场有所增长,但写字楼市场持续疲软。全美对非金融服务的需求总体上保持稳定,但在一些地区有所回升。全美贷款需求下降,信贷标准收紧,拖欠率小幅上升。能源活动持平或略有下降,农业状况喜忧参半。劳动力市场依然稳健,工资增长将进一步放缓劳动力市场方面,褐皮书认为,美国劳动力市场状况依然稳健。褐皮书称,尽管一些公司冻结了招聘并且有零星的裁员报告,但大多数地区的就业继续以适度的速度增长。劳动力供应略有改善,但寻找具有所需技能或经验的工人仍然具有挑战性。一些地区的数据显示,缺乏可用的托儿服务继续阻碍劳动力进入市场。虽然劳动力市场总体上仍然紧张,但一些地区指出,公司对员工的灵活性越来越低,并开始减少远程工作的选择。工资总体上以温和的速度增长,一些地区的数据显示,工资压力有所缓解。美联储预计今年年内工资增长将进一步放缓。通胀压力仍普遍存在,预计物价涨幅将继续放缓尽管许多地区的价格涨幅有所放缓,但通胀压力仍然普遍存在。一些地区报告称,投入成本进一步上升,尤其是能源和原材料,尽管运费和运输成本有所缓解。一些地区的数据显示,公司发现将成本增加转嫁给消费者变得更加困难。大多数地区的销售价格温和上涨,一些地区出现减速。房价总体持平或略有下降,而据报道租金稳定或上涨。尽管如此,房价和租金仍然居高不下,加剧了人们对住房负担能力的持续担忧。展望未来,受访者预计今年物价上涨将继续放缓。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949964196,"gmtCreate":1678317064215,"gmtModify":1678317092172,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949964196","repostId":"1109405735","repostType":4,"isVote":1,"tweetType":1,"viewCount":2848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940428118,"gmtCreate":1678118693834,"gmtModify":1678118696836,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940428118","repostId":"2317178905","repostType":4,"repost":{"id":"2317178905","kind":"news","pubTimestamp":1678110241,"share":"https://ttm.financial/m/news/2317178905?lang=en_US&edition=fundamental","pubTime":"2023-03-06 21:44","market":"sh","language":"zh","title":"Morgan Stanley is idling more again: U.S. stocks will rebound in the near future","url":"https://stock-news.laohu8.com/highlight/detail?id=2317178905","media":"智通财经","summary":"摩根士丹利首席策略师威尔逊(Michael Wilson)表示,在业绩不利因素加剧之前,美股可能还有上涨空间。威尔逊周一表示,“股市上周经受住了关键的支撑考验,这表明本轮熊市反弹还没有准备好结束。”威","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Chief strategist Michael Wilson said U.S. stocks may still have room to rise before performance headwinds intensify. \"Stocks withstood a critical test of support last week, suggesting this bear market rally isn't ready to end,\" Wilson said Monday, correctly predicting the stock market sell-off and last October's rally. He noted that the S&P 500 is holding above its 200-day moving average and could rise further if the dollar and interest rates continue to pull back after last Friday's decline.</p><p><img src=\"https://static.tigerbbs.com/1072f3a311cda661a6aac98d8766c954\" tg-width=\"576\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While Wilson sees the next resistance for the S&P 500 at 4,150, about 2.5% above last Friday's close, he sees it as a short-term turning point. As fundamentals continue to deteriorate, particularly when it comes to earnings, the market is set to fall further in the medium term, he wrote.</p><p>Despite the surge, Mr Wilson said, \"we don't think that counters the extremely low risk-reward of many stocks right now, given that valuations and earnings estimates are still too high.\" He expects margins to be \"significantly worse than current consensus expectations.\"</p><p>Wilson noted that the gap between earnings and cash flow was the largest in 25 years because of excess inventory and capital costs that haven't been reflected.</p><p>The S&P 500 is up 5.4% so far this year, and the tech benchmark Nasdaq 100 has surged more than 12%, despite hawkish rhetoric from Fed officials amid economic recovery and still strong inflation and employment data.<a href=\"https://laohu8.com/S/US10Y.BOND\">US 10-Year Treasury Bond Yield</a>Soaring to nearly 4.2% last week, it pulled back last Friday, spurring stocks higher.</p><p>Wilson's cautious approach gained<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Approved by the strategist team, JPMorgan's strategists headed by Mislav Matejka believe that investors are now \"more willing to chase the market\" and suggest using the current strength to reduce risk exposure, because tightening monetary policy will have a lagging impact on the stock market.</p><p>Matejka is also particularly pessimistic on U.S. stocks, saying on Monday that relative valuations and earnings in U.S. stocks are near all-time highs and that they may \"continue to undermine the strong momentum of the past decade.\"</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley is idling more again: U.S. stocks will rebound in the near future</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\">\nMorgan Stanley is idling more again: U.S. stocks will rebound in the near future\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-03-06 21:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Chief strategist Michael Wilson said U.S. stocks may still have room to rise before performance headwinds intensify. \"Stocks withstood a critical test of support last week, suggesting this bear market rally isn't ready to end,\" Wilson said Monday, correctly predicting the stock market sell-off and last October's rally. He noted that the S&P 500 is holding above its 200-day moving average and could rise further if the dollar and interest rates continue to pull back after last Friday's decline.</p><p><img src=\"https://static.tigerbbs.com/1072f3a311cda661a6aac98d8766c954\" tg-width=\"576\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While Wilson sees the next resistance for the S&P 500 at 4,150, about 2.5% above last Friday's close, he sees it as a short-term turning point. As fundamentals continue to deteriorate, particularly when it comes to earnings, the market is set to fall further in the medium term, he wrote.</p><p>Despite the surge, Mr Wilson said, \"we don't think that counters the extremely low risk-reward of many stocks right now, given that valuations and earnings estimates are still too high.\" He expects margins to be \"significantly worse than current consensus expectations.\"</p><p>Wilson noted that the gap between earnings and cash flow was the largest in 25 years because of excess inventory and capital costs that haven't been reflected.</p><p>The S&P 500 is up 5.4% so far this year, and the tech benchmark Nasdaq 100 has surged more than 12%, despite hawkish rhetoric from Fed officials amid economic recovery and still strong inflation and employment data.<a href=\"https://laohu8.com/S/US10Y.BOND\">US 10-Year Treasury Bond Yield</a>Soaring to nearly 4.2% last week, it pulled back last Friday, spurring stocks higher.</p><p>Wilson's cautious approach gained<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Approved by the strategist team, JPMorgan's strategists headed by Mislav Matejka believe that investors are now \"more willing to chase the market\" and suggest using the current strength to reduce risk exposure, because tightening monetary policy will have a lagging impact on the stock market.</p><p>Matejka is also particularly pessimistic on U.S. stocks, saying on Monday that relative valuations and earnings in U.S. stocks are near all-time highs and that they may \"continue to undermine the strong momentum of the past decade.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/887537.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BK4127":"投资银行业与经纪业","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4581":"高盛持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","MS":"摩根士丹利","LU0971096721.USD":"富达环球金融服务 A","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1",".DJI":"道琼斯","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4504":"桥水持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4588":"碎股"},"source_url":"http://www.zhitongcaijing.com/content/detail/887537.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317178905","content_text":"摩根士丹利首席策略师威尔逊(Michael Wilson)表示,在业绩不利因素加剧之前,美股可能还有上涨空间。威尔逊周一表示,“股市上周经受住了关键的支撑考验,这表明本轮熊市反弹还没有准备好结束。”威尔逊正确地预测了股市的抛售和去年10月份的反弹。他指出,标准普尔500指数保持在200日移动均线上方,如果美元和利率在上周五下跌后继续回落,可能会进一步上涨。虽然威尔逊认为标准普尔500指数的下一个阻力位在4150点,比上周五的收盘价高出约2.5%,但他认为这是一个短期转折点。他写道,随着基本面继续恶化,特别是在盈利方面,市场中期还会进一步下跌。威尔逊称,尽管股市大涨,但\"我们认为,鉴于估值和获利预估仍过高,我们认为这无法反驳许多股票目前极低的风险回报。\"他预计利润率将\"大大逊于目前的普遍预期\"。威尔逊指出,财报收益和现金流之间的差距是25年来最大的,原因是库存过剩和资本成本尚未反映出来。标准普尔500指数今年以来累计上涨5.4%,科技股基准纳斯达克100指数飙升逾12%,尽管美联储官员在经济复苏、通胀和就业数据依然强劲的情况下发表了强硬言论。美国10年期国债收益率上周飙升至近4.2%,上周五回落,刺激股市走高。威尔逊的谨慎态度获得了摩根大通策略师团队的认可,小摩以Mislav Matejka为首的策略师认为,投资者现在“更愿意追逐市场”,建议利用目前的强势来削减风险敞口,因为货币政策收紧将对股市产生滞后影响。Matejka也特别不看好美国股市,他在周一表示,美国股市的相对估值和收益接近历史高点,而它们可能“继续削弱过去10年的强劲势头”。","news_type":1,"symbols_score_info":{".DJI":0.9,"MS":1}},"isVote":1,"tweetType":1,"viewCount":3832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564193,"gmtCreate":1678057158612,"gmtModify":1678057161993,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564193","repostId":"1154440961","repostType":4,"repost":{"id":"1154440961","kind":"news","pubTimestamp":1677989017,"share":"https://ttm.financial/m/news/1154440961?lang=en_US&edition=fundamental","pubTime":"2023-03-05 12:03","market":"hk","language":"zh","title":"Lei Jun's New Story","url":"https://stock-news.laohu8.com/highlight/detail?id=1154440961","media":"全天候科技","summary":"雷军不再侧重讲生态链的故事,而是讲起与小米业务相关的供应链的故事。前几年,小米打造生态链版图,在众多智能设备领域进行布局,逐步让米家终端智能产品渗透到IoT的各个市场中。智能手机市场进入下半场后,雷军","content":"<p><html><head></head><body><b><b>Lei Jun no longer focuses on telling the story of the ecological chain,</b></b><b>But rather</b><b><b>Tell the story of the supply chain related to Xiaomi's business.</b></b>A few years ago, Xiaomi built an ecological chain map, laid out it in many smart device fields, and gradually let Mijia terminal intelligent products penetrate into various IoT markets.</p><p>After the smart phone market entered the second half, Lei Jun no longer focused on the story of the ecological chain, but on the story of the supply chain related to Xiaomi's business.</p><p>Recently, Lei Jun told the story of \"supply chain\" to the \"two sessions\". In 2023, Lei Jun, a deputy to the National People's Congress, prepared three proposals, including one on promoting the rapid development of bionic humanoid robots. Lei Jun suggested that we should encourage and support the science and technology innovation industry chain and promote the planning and layout of bionic humanoid robot industry.</p><p><img src=\"https://static.tigerbbs.com/af0a5d3fa4c549d087facade077bcded\" tg-width=\"1024\" tg-height=\"1324\" referrerpolicy=\"no-referrer\"/></p><p>Also this month, \"Xiaomi Ten Billion Fund\" launched the second round of financing, and the fund-raising scale has increased from more than 6 billion yuan last year to more than 9 billion yuan. The investment objectives of this fund focus on integrated circuits and related upstream and downstream fields.</p><p>Xiaomi's story about the supply chain has made phased progress. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars.</p><p>All along, \"cost performance\" is the deepest label on Xiaomi. This has also become the reason why Xiaomi has been criticized by the outside world for \"insufficient self-research technical ability\". The investment in upstream core supply chain enterprises or technology enterprises shows Xiaomi's determination to strengthen the right to speak in the supply chain.</p><p>The opening of supply chain layout is an attempt by Lei Jun and Xiaomi to seize market opportunities.</p><p>Can Lei Jun's new story be told?</p><p><b>\"Voice\" for the humanoid robot industry chain</b></p><p>After its debut in August last year, there has been little news about Xiaomi's bionic humanoid robot CyberOne. However, judging from the recent dynamics of Xiaomi, Lei Jun hopes to make more breakthroughs in the track of bionic humanoid robots.</p><p>Among the suggestions on promoting the rapid development of bionic humanoid robots, Lei Jun believes that at present, China has made key breakthroughs in the core technology of bionic humanoid robots, but it still faces challenges such as improving the performance of core components, insufficient application demand traction, lack of large-scale mass production capacity, imperfect application ecology and supporting support system, etc.</p><p>To this end, he suggested: encourage and support the science and technology industry chain, and promote the planning and layout of bionic humanoid robot industry; Support whole machine enterprises to take the lead in establishing a national innovation consortium and strengthen joint research on core technologies; Build an open industrial ecology of bionic humanoid robots, and accelerate the cultivation of scenario applications.</p><p>In June last year, under the effect of Musk's \"humanoid robot will be launched\", the related concept of bionic humanoid robot became a hot concept in the domestic capital market, and this subdivision track also became the hottest track in the robot industry.</p><p>Two months later, Xiaomi released the prototype bionic robot CyberOne (internal stage name \"Tieda\") at Lei Jun's annual lecture before Tesla, and this enthusiasm reached its peak.</p><p>CyberOne launched by Xiaomi is not a PPT or a prop. It is a prototype that can be taken out and can interact with people. Unfortunately, the cost of CyberOne is as high as 600,000 to 700,000 yuan per unit, and it can't yet achieve mass production. At that time, Lei Jun admitted that the technical integration of bionic robots was the highest and the most difficult, and Xiaomi was still in the first stage of its infancy.</p><p>Turning its attention to foreign countries, the humanoid robot Optimus Prime Optimus released by Tesla at AI Day last year also failed to reach the previously claimed level. In Musk's words, \"It's not quite ready to walk, but I think it will in a couple of weeks.\"</p><p>Musk previously made a bold statement: The target price of Optimus Optimus may be less than $20,000, and more than one million units will be mass-produced. However, Musk revealed the recent progress of Optimus Optimus at Tesla Investor Day: \"Not working properly, though things are improving.\"</p><p>Tesla is still increasing its investment in humanoid robots. All-Weather Technology found that Tesla China recently released job recruitment information in the direction of robotics, including automation control engineer (robot), electrical design engineer-robot development and its application direction.</p><p>The outlook given by institutions is tempting. Marketsandmarkets, a global market research firm, forecasts that the global humanoid robot market will rise from US$1.5 billion in 2022 to US$17.3 billion in 2027. Minsheng Securities believes that humanoid robots are expected to become another entrance after mobile phones and cars, with huge commercial value.</p><p>But there is no denying that the bionic humanoid robot track is a track that requires long-term investment.</p><p>As far as China is concerned, there are still many realities that have to be solved in front of this track, such as core components, the underlying operating system and chip of robots, system design software, etc.</p><p><b>Ten Billion Fund Focuses on IC Industry Chain</b></p><p>After raising more than 6 billion yuan for the first time last year, \"Xiaomi Ten Billion Fund\" launched its second round of financing this month.</p><p>On March 2nd, Kingsoft Software announced that its subsidiaries Wuhan Jinshan, Xiaomi Beijing, Xiaomi Wuhan, etc. had entered into partnership agreements with other investors about the establishment of equity investment funds in integrated circuit-related fields, with an expected total scale of 10 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/2eaf1f7c5e348d7da105e2c9435c44cb\" tg-width=\"1024\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p>In addition to Xiaomi and Jinshan of Lei Jun Department, the LP of the fund also includes Beijing Guiding Fund and Yizhuang Guotou with Beijing's state-owned assets background, Tianjin Haichuang of Tianjin state-owned assets Beijing, Hainan Huaying Kaitai, Guangzhou Huaduo, Xingzheng Investment, Zhaoyi Innovation, etc.</p><p>Compared with the first fund-raising in July last year, the fund has five new faces: Wuhan Jinshan, Beijing Guidance Fund, Nasing Venture Capital, Diao Micro and Xinyin Haohong. The fund scale also increased from 6.33 billion yuan in the initial financing to 9.03 billion yuan, close to the target scale of 10 billion yuan.</p><p>According to the industrial and commercial information, the full name of the fund is: Beijing Xiaomi Zhizao Equity Investment Fund Partnership (Limited Partnership) (hereinafter referred to as \"Xiaomi Zhizao\"), which was incorporated on September 18, 2021 and filed on April 6, 2022.</p><p>Regarding the role of the fund, Kingsoft Software said that it is mainly engaged in equity investment or quasi-equity investment, or investment-related activities in unlisted companies.</p><p>The main target is integrated circuits and related upstream and downstream sectors, covering new generation information technology, intelligent manufacturing, new materials, artificial intelligence, displays and display devices, automotive electronics, and upstream and downstream applications and supply chains related to mobile end consumer goods and intelligent devices.</p><p>It is not difficult to find that these are closely related to Xiaomi's current business mobile phones and cars. All along, most of Xiaomi's investment businesses have basically focused on its main business and future development direction, carrying out technological upgrading and industrial chain layout, such as artificial intelligence, Internet of Things, automobiles and semiconductors.</p><p>Since the announcement of car manufacturing, Xiaomi has laid out a number of enterprises related to the automobile industry chain through investment and shareholding. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars, including 17 enterprises in intelligent driving, 13 enterprises in intelligent electric and 6 enterprises in intelligent cockpit, of which 22 enterprises were newly invested in 2021.</p><p>Previously, most of Xiaomi's semiconductor investment actions were completed through Xiaomi Yangtze River Industrial Investment Fund. After the establishment of Xiaomi Zhizao, it focused more on the collaborative investment direction of Xiaomi's automobile business.</p><p>According to public information, more than ten projects invested by Xiaomi Zhizao at present involve the automobile industry chain, including semiconductors, power batteries, core equipment parts and other links in the automobile industry chain.</p><p>Some industry analysts believe that Lei Jun's layout of the upstream and downstream fields of the integrated circuit industry is exactly the same as the previous layout of Xiaomi ecological chain. This is conducive to further enhancing the vertical integration capability of the vehicle business and ensuring the supply of key automotive components and software systems.</p><p></body></html></p>","source":"qthkj","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>Lei Jun's New Story</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\">\nLei Jun's New Story\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2023-03-05 12:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b><b>Lei Jun no longer focuses on telling the story of the ecological chain,</b></b><b>But rather</b><b><b>Tell the story of the supply chain related to Xiaomi's business.</b></b>A few years ago, Xiaomi built an ecological chain map, laid out it in many smart device fields, and gradually let Mijia terminal intelligent products penetrate into various IoT markets.</p><p>After the smart phone market entered the second half, Lei Jun no longer focused on the story of the ecological chain, but on the story of the supply chain related to Xiaomi's business.</p><p>Recently, Lei Jun told the story of \"supply chain\" to the \"two sessions\". In 2023, Lei Jun, a deputy to the National People's Congress, prepared three proposals, including one on promoting the rapid development of bionic humanoid robots. Lei Jun suggested that we should encourage and support the science and technology innovation industry chain and promote the planning and layout of bionic humanoid robot industry.</p><p><img src=\"https://static.tigerbbs.com/af0a5d3fa4c549d087facade077bcded\" tg-width=\"1024\" tg-height=\"1324\" referrerpolicy=\"no-referrer\"/></p><p>Also this month, \"Xiaomi Ten Billion Fund\" launched the second round of financing, and the fund-raising scale has increased from more than 6 billion yuan last year to more than 9 billion yuan. The investment objectives of this fund focus on integrated circuits and related upstream and downstream fields.</p><p>Xiaomi's story about the supply chain has made phased progress. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars.</p><p>All along, \"cost performance\" is the deepest label on Xiaomi. This has also become the reason why Xiaomi has been criticized by the outside world for \"insufficient self-research technical ability\". The investment in upstream core supply chain enterprises or technology enterprises shows Xiaomi's determination to strengthen the right to speak in the supply chain.</p><p>The opening of supply chain layout is an attempt by Lei Jun and Xiaomi to seize market opportunities.</p><p>Can Lei Jun's new story be told?</p><p><b>\"Voice\" for the humanoid robot industry chain</b></p><p>After its debut in August last year, there has been little news about Xiaomi's bionic humanoid robot CyberOne. However, judging from the recent dynamics of Xiaomi, Lei Jun hopes to make more breakthroughs in the track of bionic humanoid robots.</p><p>Among the suggestions on promoting the rapid development of bionic humanoid robots, Lei Jun believes that at present, China has made key breakthroughs in the core technology of bionic humanoid robots, but it still faces challenges such as improving the performance of core components, insufficient application demand traction, lack of large-scale mass production capacity, imperfect application ecology and supporting support system, etc.</p><p>To this end, he suggested: encourage and support the science and technology industry chain, and promote the planning and layout of bionic humanoid robot industry; Support whole machine enterprises to take the lead in establishing a national innovation consortium and strengthen joint research on core technologies; Build an open industrial ecology of bionic humanoid robots, and accelerate the cultivation of scenario applications.</p><p>In June last year, under the effect of Musk's \"humanoid robot will be launched\", the related concept of bionic humanoid robot became a hot concept in the domestic capital market, and this subdivision track also became the hottest track in the robot industry.</p><p>Two months later, Xiaomi released the prototype bionic robot CyberOne (internal stage name \"Tieda\") at Lei Jun's annual lecture before Tesla, and this enthusiasm reached its peak.</p><p>CyberOne launched by Xiaomi is not a PPT or a prop. It is a prototype that can be taken out and can interact with people. Unfortunately, the cost of CyberOne is as high as 600,000 to 700,000 yuan per unit, and it can't yet achieve mass production. At that time, Lei Jun admitted that the technical integration of bionic robots was the highest and the most difficult, and Xiaomi was still in the first stage of its infancy.</p><p>Turning its attention to foreign countries, the humanoid robot Optimus Prime Optimus released by Tesla at AI Day last year also failed to reach the previously claimed level. In Musk's words, \"It's not quite ready to walk, but I think it will in a couple of weeks.\"</p><p>Musk previously made a bold statement: The target price of Optimus Optimus may be less than $20,000, and more than one million units will be mass-produced. However, Musk revealed the recent progress of Optimus Optimus at Tesla Investor Day: \"Not working properly, though things are improving.\"</p><p>Tesla is still increasing its investment in humanoid robots. All-Weather Technology found that Tesla China recently released job recruitment information in the direction of robotics, including automation control engineer (robot), electrical design engineer-robot development and its application direction.</p><p>The outlook given by institutions is tempting. Marketsandmarkets, a global market research firm, forecasts that the global humanoid robot market will rise from US$1.5 billion in 2022 to US$17.3 billion in 2027. Minsheng Securities believes that humanoid robots are expected to become another entrance after mobile phones and cars, with huge commercial value.</p><p>But there is no denying that the bionic humanoid robot track is a track that requires long-term investment.</p><p>As far as China is concerned, there are still many realities that have to be solved in front of this track, such as core components, the underlying operating system and chip of robots, system design software, etc.</p><p><b>Ten Billion Fund Focuses on IC Industry Chain</b></p><p>After raising more than 6 billion yuan for the first time last year, \"Xiaomi Ten Billion Fund\" launched its second round of financing this month.</p><p>On March 2nd, Kingsoft Software announced that its subsidiaries Wuhan Jinshan, Xiaomi Beijing, Xiaomi Wuhan, etc. had entered into partnership agreements with other investors about the establishment of equity investment funds in integrated circuit-related fields, with an expected total scale of 10 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/2eaf1f7c5e348d7da105e2c9435c44cb\" tg-width=\"1024\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p>In addition to Xiaomi and Jinshan of Lei Jun Department, the LP of the fund also includes Beijing Guiding Fund and Yizhuang Guotou with Beijing's state-owned assets background, Tianjin Haichuang of Tianjin state-owned assets Beijing, Hainan Huaying Kaitai, Guangzhou Huaduo, Xingzheng Investment, Zhaoyi Innovation, etc.</p><p>Compared with the first fund-raising in July last year, the fund has five new faces: Wuhan Jinshan, Beijing Guidance Fund, Nasing Venture Capital, Diao Micro and Xinyin Haohong. The fund scale also increased from 6.33 billion yuan in the initial financing to 9.03 billion yuan, close to the target scale of 10 billion yuan.</p><p>According to the industrial and commercial information, the full name of the fund is: Beijing Xiaomi Zhizao Equity Investment Fund Partnership (Limited Partnership) (hereinafter referred to as \"Xiaomi Zhizao\"), which was incorporated on September 18, 2021 and filed on April 6, 2022.</p><p>Regarding the role of the fund, Kingsoft Software said that it is mainly engaged in equity investment or quasi-equity investment, or investment-related activities in unlisted companies.</p><p>The main target is integrated circuits and related upstream and downstream sectors, covering new generation information technology, intelligent manufacturing, new materials, artificial intelligence, displays and display devices, automotive electronics, and upstream and downstream applications and supply chains related to mobile end consumer goods and intelligent devices.</p><p>It is not difficult to find that these are closely related to Xiaomi's current business mobile phones and cars. All along, most of Xiaomi's investment businesses have basically focused on its main business and future development direction, carrying out technological upgrading and industrial chain layout, such as artificial intelligence, Internet of Things, automobiles and semiconductors.</p><p>Since the announcement of car manufacturing, Xiaomi has laid out a number of enterprises related to the automobile industry chain through investment and shareholding. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars, including 17 enterprises in intelligent driving, 13 enterprises in intelligent electric and 6 enterprises in intelligent cockpit, of which 22 enterprises were newly invested in 2021.</p><p>Previously, most of Xiaomi's semiconductor investment actions were completed through Xiaomi Yangtze River Industrial Investment Fund. After the establishment of Xiaomi Zhizao, it focused more on the collaborative investment direction of Xiaomi's automobile business.</p><p>According to public information, more than ten projects invested by Xiaomi Zhizao at present involve the automobile industry chain, including semiconductors, power batteries, core equipment parts and other links in the automobile industry chain.</p><p>Some industry analysts believe that Lei Jun's layout of the upstream and downstream fields of the integrated circuit industry is exactly the same as the previous layout of Xiaomi ecological chain. This is conducive to further enhancing the vertical integration capability of the vehicle business and ensuring the supply of key automotive components and software systems.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://awtmt.com/articles/3683320\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://awtmt.com/articles/3683320","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154440961","content_text":"雷军不再侧重讲生态链的故事,而是讲起与小米业务相关的供应链的故事。前几年,小米打造生态链版图,在众多智能设备领域进行布局,逐步让米家终端智能产品渗透到IoT的各个市场中。智能手机市场进入下半场后,雷军不再侧重讲生态链的故事,而是讲起与小米业务相关的供应链的故事。近日,雷军将“供应链”的故事讲上了“两会”。2023年,作为全国人大代表的雷军准备了3份建议案,其中一份关于推动仿生人形机器人快速发展。雷军建议,鼓励扶持科创产业链,推进仿生人形机器人产业规划布局。同样在这个月,“小米百亿基金”开展了第二轮融资,募资规模已从去年60多亿增至90多亿元。而这支基金的投资目标着重于集成电路以及相关上游及下游领域。小米关于供应链的故事已取得阶段性进展。国金证券此前统计数据显示,早在2021年9月底,小米投资布局有关智能汽车领域的企业多达62家。一直以来,“性价比”是小米身上最深的标签。这也成为小米被外界诟病“自研技术能力不足”的原因。而对上游核心供应链企业或技术企业的投资,表明小米希望强供应链话语权的决心。供应链布局的开启,是雷军和小米试图抓住市场机遇的一次蓄力与尝试。雷军的新故事能否讲成?为人形机器人产业链“发声”去年8月亮相之后,有关小米仿生人形机器人CyberOne的消息一直不多。不过最近从小米传出的动态来看,雷军希望能在仿生人形机器人这个赛道上有更多的突破。在关于推动仿生人形机器人快速发展的建议中,雷军认为,目前我国在仿生人形机器人核心技术方面已取得关键突破,但仍然面临核心部组件性能有待提升、应用需求牵引不足、不具备规模化量产能力、应用生态和配套支撑体系不健全等挑战。为此,他建议:鼓励扶持科创产业链,推进仿生人形机器人产业规划布局;支持整机企业牵头创建国家创新联合体,加强核心技术联合攻关;构建仿生人形机器人开放产业生态,加速场景应用培育。去年6月,在马斯克“将推出人形机器人”效应下,仿生人形机器人相关概念成为国内资本市场上的热门概念,这个细分赛道也成为机器人行业最热的赛道。两个月后,小米先于特斯拉在雷军年度演讲会上发布原型仿生机器人CyberOne(内部艺名“铁大”),这股热情也随之达到峰值。小米推出的CyberOne不是PPT,也不是道具,是可以拿出手的原型机,能与人进行互动。遗憾的是,CyberOne的成本每台高达六、七十万元,尚无法实现量产。彼时,雷军坦承,形仿生机器人的技术集成度最高、难度也最大,小米还处于刚刚起步的第一阶段。将视线转向国外,特斯拉在去年AI Day上发布的人形机器人擎天柱Optimus,同样没有达到此前宣称的水平。用马斯克的话来说,“它还没有完全准备好走路,但我认为它会在几周内走路。”马斯克此前放出豪言:擎天柱Optimus的目标价格可能低于2万美元,还要量产百万台之上。然而,马斯克在特斯拉投资者日上透露了擎天柱Optimus的最近进展:“无法正常工作,不过情况正在好转。”特斯拉仍在不断加大关于人形机器人的投入。全天候科技发现,特斯拉中国近期发布了机器人方向的岗位招聘信息,包括自动化控制工程师(机器人)、电气设计工程师-机器人开发及其应用方向。机构给出的前景很诱人。全球市场研究机构Marketsandmarkets预测,全球人形机器人市场规模将从2022年的15亿美元提升至2027年的173亿美元。民生证券认为,人形机器人有望成为继手机、汽车后的又一入口,商业价值巨大。但不可否认,仿生人形机器人赛道是一个需要长期投入的赛道。就国内而言,摆在这条赛道面前且不得不解决的现实还不少,如核心零部件、机器人底层操作系统与芯片、系统设计软件等。百亿基金聚焦集成电路产业链在去年首次募资超60亿元后,“小米百亿基金”在这个月又展开了第二轮融资。3月2日,金山软件公告称,公司附属公司武汉金山、小米北京、小米武汉等,与其他投资者订立合伙协议,内容有关成立集成电路相关领域股权投资基金,预期总规模100亿元。除雷军系的小米、金山外,该基金LP还包含北京国资背景的北京市引导基金、亦庄国投,天津国资北京的天津海创,以及海南华盈开泰、广州华多、兴证投资、兆易创新等。相较去年7月首次募资,该基金多5位新面孔:武汉金山、北京市引导基金、纳星创投、帝奥微、信银浩鸿。基金规模也从首次融资的63.3亿元增至90.3亿元,接近百亿目标规模。工商信息显示,该基金全名为:北京小米智造股权投资基金合伙企业(有限合伙)(以下简称“小米智造”),2021年9月18日注册成立,2022年4月6日完成备案。对于该基金的作用,金山软件称:主要从事股权投资或准股权投资,或对非上市公司进行投资相关活动。主要对象便是集成电路,以及相关上游及下游领域,涵盖新一代信息科技、 智能制造、新材料、人工智能、显示器及显示装置、汽车电子,以及有关移动终端消费品、智能装置的上游及下游应用及供应链。从中不难发现,这些与小米当前业务手机、汽车密切相关。一直以来,小米的大部分投资业务基本围绕其主营业务和未来发展方向,进行技术提升和产业链布局,例如人工智能、物联网、汽车和半导体等。自宣布造车以来,小米就通过投资及入股等方式,布局多家汽车产业链相关企业。据国金证券此前统计,早在2021年9月底,小米投资布局有关智能汽车领域的企业多达62家,其中智能驾驶布局17家企业,智能电动布局13家企业,智能座舱布局6家企业,当中有22家企业是2021年新增投资。此前,小米多数半导体投资动作是通过小米长江产业投资基金完成的。小米智造成立后,其更聚焦小米汽车业务协同投资方向。公开信息显示,小米智造目前对外投资的十余个项目,均涉及汽车产业链,包括汽车产业链半导体、动力电池、核心设备零件等多个环节。有行业人士分析认为,雷军布局集成电路产业上下游领域,与此前布局小米生态链如出一辙。这有利于其进一步提升整车业务的垂直整合能力,保障汽车关键零部件和软件系统供应。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564376,"gmtCreate":1678057149996,"gmtModify":1678057151965,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564376","repostId":"2317152105","repostType":4,"isVote":1,"tweetType":1,"viewCount":3265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}