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百汇
百汇
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2024-01-16
$纳指三倍做空ETF(SQQQ)$
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百汇
百汇
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2022-12-20
[惊讶]
Another defaulting emerging economy has emerged!
加纳政府宣布为了防止其经济、金融和社会状况进一步恶化，该国将暂停支付欧元债券、商业定期贷款和多数双边义务的债务。美联储加息，美元指数上升成了引发新兴市场债务风暴的“序曲”，斯里兰卡之后，加纳也不得不“
Another defaulting emerging economy has emerged!
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百汇
百汇
·
2022-12-13
[暗中观察]
Foreign media headlines | Economists say there will be more inflation in 2023
在2022年，消费者遭遇了40年来最严重的生活成本冲击，美联储通过大幅加息予以应对，令许多投资者受到了惊吓。进入2023年，美国的通胀路径可能还有更多意外在等待着投资者。 美国定于周二发布11月消费者价格指数，也是2022年的最后一次通胀报告。预计该报告将显示，虽然通胀放缓，但仍然接近疫情前水平的三倍。不包括食品和能源的核心CPI预计连续第二个月环比上涨0.3%，同比则上涨6.1%。
Foreign media headlines | Economists say there will be more inflation in 2023
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百汇
百汇
·
2022-12-10
[暗中观察]
Sorry, this post has been deleted
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百汇
百汇
·
2022-12-02
[暗中观察]
Foreign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing
10月美国一项基准通胀指标——核心PCE同比上涨5%，同比升幅6%，仍远高于美联储2%的目标，美联储通胀降温但经济不衰退的希望仍然渺茫。美联储主席鲍威尔本周强调，核心PCE是他认为更能准确反映通胀走向的指标。 在截至11月19日当周，美国持续申领失业救济人数增加5.7万人，至160万人，为一年来最大增幅。 美国商务部周四发布的数据显示，10月份个人储蓄占可支配收入之比降至2.3%。
Foreign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing
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百汇
百汇
·
2022-11-25
[暗中观察] [思考]
Sorry, this post has been deleted
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百汇
百汇
·
2022-11-24
[暗中观察] [思考]
Last night this morning | The Federal Reserve suddenly "released doves", the Nasdaq rose nearly 1%, and Tesla rose nearly 8%
摘要：①美联储突然”放鸽“，美股2连涨，特斯拉暴涨3000亿；②美油盘中大跌5%，美欧天然气暴涨；③德国将对能源公司征收33%暴利税；④乌克兰再遭大规模空袭。海外行情1、联储纪要暗示放缓加息美股集体收
Last night this morning | The Federal Reserve suddenly "released doves", the Nasdaq rose nearly 1%, and Tesla rose nearly 8%
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百汇
·
2022-11-17
[微笑]
What did Buffett see when he bought chip stocks for the first time?
股神对台积电的关注，可能已长达十年之久。
What did Buffett see when he bought chip stocks for the first time?
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百汇
·
2022-11-16
[思考]
In addition to selling BYD, what else did Buffett do in the third quarter?
巴菲特最新的持仓与调仓数据似乎正越来越超乎投资者的预期。
In addition to selling BYD, what else did Buffett do in the third quarter?
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百汇
·
2022-11-15
[暗中观察]
Last night and this morning | U.S. stocks accelerated their decline in late trading, the Nasdaq fell more than 1%, and the popular ones probably outperformed
摘要：①隔夜美股收跌，纳指跌超1%，中概股多上涨；②伯克希尔哈撒韦、高瓴等多公司披露三季度持仓；③欧洲天然气暴涨20%；④OPEC年内第五次下调石油需求预期，美油重挫。海外市场1、投资者权衡美联储政策
Last night and this morning | U.S. stocks accelerated their decline in late trading, the Nasdaq fell more than 1%, and the popular ones probably outperformed
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href=\"https://ttm.financial/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> ","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> ","text":"$纳指三倍做空ETF(SQQQ)$","images":[{"img":"https://community-static.tradeup.com/news/622961d6a4b8ad33ad20f7da471763d0","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/263702872891472","isVote":1,"tweetType":1,"viewCount":4029,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"content":"Thks for Sharing [fuels] [fuels] [fuels] [handshakes]","text":"Thks for Sharing [fuels] [fuels] [fuels] [handshakes]","html":"Thks for Sharing [fuels] [fuels] [fuels] [handshakes]"},{"author":{"id":"4088837488367880","authorId":"4088837488367880","name":"Snow wwww","avatar":"https://community-static.tradeup.com/news/6effde3b6dd8906e7dbf2faa91428dbb","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4088837488367880","idStr":"4088837488367880"},"content":"buy the dip will upto $40 [Miser] [Miser] [Miser]","text":"buy the dip will upto $40 [Miser] [Miser] [Miser]","html":"buy the dip will upto $40 [Miser] [Miser] [Miser]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9926132366,"gmtCreate":1671491456056,"gmtModify":1676538544028,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926132366","repostId":"1178428509","repostType":4,"repost":{"id":"1178428509","kind":"news","pubTimestamp":1671458435,"share":"https://ttm.financial/m/news/1178428509?lang=en_US&edition=fundamental","pubTime":"2022-12-19 22:00","market":"other","language":"zh","title":"Another defaulting emerging economy has emerged!","url":"https://stock-news.laohu8.com/highlight/detail?id=1178428509","media":"华尔街见闻","summary":"加纳政府宣布为了防止其经济、金融和社会状况进一步恶化，该国将暂停支付欧元债券、商业定期贷款和多数双边义务的债务。美联储加息，美元指数上升成了引发新兴市场债务风暴的“序曲”，斯里兰卡之后，加纳也不得不“","content":"<p><html><head></head><body>The government of Ghana announced that in order to prevent further deterioration of its economic, financial and social situation, it would suspend the payment of Eurobonds, commercial term loans and most bilateral obligations. The rate hike of the Federal Reserve and the rise of the US Dollar Index became the \"prelude\" to the debt storm in emerging markets. After Sri Lanka, Ghana had to \"surrender\" and became another country to announce the suspension of various bond payments this year.</p><p>On December 19, the Ghanaian government issued a statement saying that it would suspend debt payments for eurobonds, commercial term loans and most bilateral obligations.<b>Says the move is a temporary emergency measure pending further agreement with relevant creditors</b>。 The statement states:</p><p>The Government stands ready to discuss with all external creditors in order to carry out fair, transparent and comprehensive debt restructuring activities in accordance with international best practices, so that Ghana's debt can be sustained. The Ministry of Finance of Ghana said,<b>This is necessary in order to prevent further deterioration of the economic, financial and social situation in Ghana</b>。 Following the announcement, the country's Eurobonds due 2032 fell.</p><p>Media reports said that Ghana had launched a domestic debt swap program on December 5 and said on December 13 that it had reached a $3 billion staff-level agreement with the International Monetary Fund (IMF). The IMF said a comprehensive debt restructuring is a condition of the deal and a key step in its unsustainable debt restructuring plan.</p><p>Under the domestic debt swap, local bonds will be exchanged for new bonds due in 2027, 2029, 2032 and 2037, and their annual coupon rates will be set at 0% in 2023, 5% in 2024 and 10% from 2025 until maturity.</p><p>Ghana, which wears gold and diamonds, is in trouble</p><p>Ghana was once regarded as a model of Africa's development. As a producer of cocoa, oil, gold and diamonds, it was regarded as a rising star among emerging economies. It is said that where there are rivers, golden sands can be taken out, so it was once called the \"Gold Coast\" for hundreds of years.</p><p>According to media reports, Ghana is now saddled with about $55 billion in debt, which according to the latest government statistics, is equivalent to 80% of the country's GDP. At the beginning of this summer, the rising cost of living led to protests in Accra, the capital, and the government formally requested IMF support in July.</p><p>At the end of November, the Ghanaian government announced that all large gold mining companies must sell 20% of their refined gold to the country's central bank. The new policy is in line with the government's \"gold for oil\" plan and aims to solve the problem of dwindling foreign exchange reserves.</p><p>Ghana's Minister of Land and Natural Resources, Samuel Abdulai Jinapor, announced on social media that the new policy will take effect from January 1 next year. The government also ordered small mining companies to sell gold to state-owned precious metals companies.</p><p>Wall Street News previously mentioned that only in the 12 months to the end of May this year,<b>Ghana's outstanding foreign debt has increased from $24.6 billion to $28.4 billion, and the foreign exchange inflow of foreign investment into domestic debt has also been increasing. Only through larger net inflows will it be possible to repay these rising debts.</b></p><p>At the same time,<b>Ghana is trying to curb the devaluation of its currency, the cedi, which has fallen nearly 60% against the US dollar so far this year, making it one of the worst performing currencies in the world.</b></p><p>Bankruptcy crisis</p><p>Ghana is in debt trouble due to soaring debt costs.</p><p>Since the media reported Ghana's local debt restructuring plan in September,<b>Ghana's Eurobonds are among the worst performers in emerging markets</b>, costing investors nearly 12% losses during that period.</p><p>Ghana's Deputy Finance Minister Abena Osei Asare said that the country's debt restructuring plan will replace existing terms and convert them into longer-term debt at lower interest rates. Previously, an analysis of debt sustainability revealed that Ghana faces a high risk of default.</p><p>Fitch Ratings gave Ghana a CC rating, two notches above the default rating; S&P Global Ratings rated it CCC +, falling into a junk bond rating.</p><p>Moody's downgraded Ghana's credit rating by two notches to Ca, which is the same rating as Sri Lanka, which is in default.</p><p>Ghana's inflation rate also soared to 40.4% in October, triggering popular protests in many places. It is generally believed that,<b>Ghana's government has squandered IMF loans, but it is forced to pay its debts with the government</b>。 Ghanaians are suffering from the rising cost of living and demanding the president's resignation. In November, Ghana's inflation rate exceeded 50%, and media reports said that the government said it would use 70% to 100% of its revenue to pay debt interest.</p><p>Now, the Bank of Ghana will also use the \"bankruptcy reorganization\" law to solve the debt problem. On December 19th, the Ghanaian government announced that it would suspend the payment of European bonds including Ghana; Commercial Term Payment in Ghana; As well as a significant portion of Ghana's bilateral debt. The statement said:</p><p>The suspension will not include payments on our multilateral debt, new debt (whether multilateral or otherwise) entered into after December 19, 2022, or debt related to certain short-term trade facilities. Richard Segal, research analyst at Ambrosia Capital, said the announcement was \"a bit of a surprise\" because of its<b>Reduces the likelihood that debt can be restructured after amicable negotiation</b>, and IMF funding will be available soon. Since the announcement of the IMF agreement, the cedi has risen sharply. Segal says:</p><p>Although Ghana's foreign exchange reserves are declining, the market believes that they are not at critical levels. Furthermore, IMF funding will be available soon, and the cedi has risen significantly since the IMF agreement was announced. This announcement shouldn't have a long-term impact, but it's obviously negative in the short term. According to the latest IMF report, about 237 billion U.S. dollars of foreign debt in emerging markets are currently facing the risk of default. At the same time, the World Bank warned that 25% of emerging markets are in or close to debt distress, and more than 60% of low-income countries are facing debt distress. The sovereign debt of emerging market countries is mainly external debt, accounting for more than 2/3 of the sovereign debt, and a large part of it is short-term debt. The high pressure and urgency of debt repayment are self-evident.</p><p>As the first country to go bankrupt this year, Sri Lanka's debt default has become a fact. At the same time, Argentina, a South American country that has received IMF loan assistance a few days ago, is also on the verge of bankruptcy. Turkey, whose trade deficit seriously exceeds the standard, may sound the alarm of default at any time. In addition, more than ten emerging market countries such as Egypt, Pakistan and Ukraine are struggling in the debt quagmire.</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>Another defaulting emerging economy has emerged!</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\">\nAnother defaulting emerging economy has emerged!\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\">2022-12-19 22:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The government of Ghana announced that in order to prevent further deterioration of its economic, financial and social situation, it would suspend the payment of Eurobonds, commercial term loans and most bilateral obligations. The rate hike of the Federal Reserve and the rise of the US Dollar Index became the \"prelude\" to the debt storm in emerging markets. After Sri Lanka, Ghana had to \"surrender\" and became another country to announce the suspension of various bond payments this year.</p><p>On December 19, the Ghanaian government issued a statement saying that it would suspend debt payments for eurobonds, commercial term loans and most bilateral obligations.<b>Says the move is a temporary emergency measure pending further agreement with relevant creditors</b>。 The statement states:</p><p>The Government stands ready to discuss with all external creditors in order to carry out fair, transparent and comprehensive debt restructuring activities in accordance with international best practices, so that Ghana's debt can be sustained. The Ministry of Finance of Ghana said,<b>This is necessary in order to prevent further deterioration of the economic, financial and social situation in Ghana</b>。 Following the announcement, the country's Eurobonds due 2032 fell.</p><p>Media reports said that Ghana had launched a domestic debt swap program on December 5 and said on December 13 that it had reached a $3 billion staff-level agreement with the International Monetary Fund (IMF). The IMF said a comprehensive debt restructuring is a condition of the deal and a key step in its unsustainable debt restructuring plan.</p><p>Under the domestic debt swap, local bonds will be exchanged for new bonds due in 2027, 2029, 2032 and 2037, and their annual coupon rates will be set at 0% in 2023, 5% in 2024 and 10% from 2025 until maturity.</p><p>Ghana, which wears gold and diamonds, is in trouble</p><p>Ghana was once regarded as a model of Africa's development. As a producer of cocoa, oil, gold and diamonds, it was regarded as a rising star among emerging economies. It is said that where there are rivers, golden sands can be taken out, so it was once called the \"Gold Coast\" for hundreds of years.</p><p>According to media reports, Ghana is now saddled with about $55 billion in debt, which according to the latest government statistics, is equivalent to 80% of the country's GDP. At the beginning of this summer, the rising cost of living led to protests in Accra, the capital, and the government formally requested IMF support in July.</p><p>At the end of November, the Ghanaian government announced that all large gold mining companies must sell 20% of their refined gold to the country's central bank. The new policy is in line with the government's \"gold for oil\" plan and aims to solve the problem of dwindling foreign exchange reserves.</p><p>Ghana's Minister of Land and Natural Resources, Samuel Abdulai Jinapor, announced on social media that the new policy will take effect from January 1 next year. The government also ordered small mining companies to sell gold to state-owned precious metals companies.</p><p>Wall Street News previously mentioned that only in the 12 months to the end of May this year,<b>Ghana's outstanding foreign debt has increased from $24.6 billion to $28.4 billion, and the foreign exchange inflow of foreign investment into domestic debt has also been increasing. Only through larger net inflows will it be possible to repay these rising debts.</b></p><p>At the same time,<b>Ghana is trying to curb the devaluation of its currency, the cedi, which has fallen nearly 60% against the US dollar so far this year, making it one of the worst performing currencies in the world.</b></p><p>Bankruptcy crisis</p><p>Ghana is in debt trouble due to soaring debt costs.</p><p>Since the media reported Ghana's local debt restructuring plan in September,<b>Ghana's Eurobonds are among the worst performers in emerging markets</b>, costing investors nearly 12% losses during that period.</p><p>Ghana's Deputy Finance Minister Abena Osei Asare said that the country's debt restructuring plan will replace existing terms and convert them into longer-term debt at lower interest rates. Previously, an analysis of debt sustainability revealed that Ghana faces a high risk of default.</p><p>Fitch Ratings gave Ghana a CC rating, two notches above the default rating; S&P Global Ratings rated it CCC +, falling into a junk bond rating.</p><p>Moody's downgraded Ghana's credit rating by two notches to Ca, which is the same rating as Sri Lanka, which is in default.</p><p>Ghana's inflation rate also soared to 40.4% in October, triggering popular protests in many places. It is generally believed that,<b>Ghana's government has squandered IMF loans, but it is forced to pay its debts with the government</b>。 Ghanaians are suffering from the rising cost of living and demanding the president's resignation. In November, Ghana's inflation rate exceeded 50%, and media reports said that the government said it would use 70% to 100% of its revenue to pay debt interest.</p><p>Now, the Bank of Ghana will also use the \"bankruptcy reorganization\" law to solve the debt problem. On December 19th, the Ghanaian government announced that it would suspend the payment of European bonds including Ghana; Commercial Term Payment in Ghana; As well as a significant portion of Ghana's bilateral debt. The statement said:</p><p>The suspension will not include payments on our multilateral debt, new debt (whether multilateral or otherwise) entered into after December 19, 2022, or debt related to certain short-term trade facilities. Richard Segal, research analyst at Ambrosia Capital, said the announcement was \"a bit of a surprise\" because of its<b>Reduces the likelihood that debt can be restructured after amicable negotiation</b>, and IMF funding will be available soon. Since the announcement of the IMF agreement, the cedi has risen sharply. Segal says:</p><p>Although Ghana's foreign exchange reserves are declining, the market believes that they are not at critical levels. Furthermore, IMF funding will be available soon, and the cedi has risen significantly since the IMF agreement was announced. This announcement shouldn't have a long-term impact, but it's obviously negative in the short term. According to the latest IMF report, about 237 billion U.S. dollars of foreign debt in emerging markets are currently facing the risk of default. At the same time, the World Bank warned that 25% of emerging markets are in or close to debt distress, and more than 60% of low-income countries are facing debt distress. The sovereign debt of emerging market countries is mainly external debt, accounting for more than 2/3 of the sovereign debt, and a large part of it is short-term debt. The high pressure and urgency of debt repayment are self-evident.</p><p>As the first country to go bankrupt this year, Sri Lanka's debt default has become a fact. At the same time, Argentina, a South American country that has received IMF loan assistance a few days ago, is also on the verge of bankruptcy. Turkey, whose trade deficit seriously exceeds the standard, may sound the alarm of default at any time. In addition, more than ten emerging market countries such as Egypt, Pakistan and Ukraine are struggling in the debt quagmire.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3677835\">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/be79c7c9207c536b3f6f378972b7dbf6","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3677835","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178428509","content_text":"加纳政府宣布为了防止其经济、金融和社会状况进一步恶化，该国将暂停支付欧元债券、商业定期贷款和多数双边义务的债务。美联储加息，美元指数上升成了引发新兴市场债务风暴的“序曲”，斯里兰卡之后，加纳也不得不“缴械投降”，成了今年又一个宣布暂停支付各项债券的国家。12月19日，加纳政府发布声明称将暂停支付欧元债券、商业定期贷款和大多数双边义务的债务，称此举是一项临时紧急措施，有待与相关债权人达成进一步协议。 声明指出：政府随时准备与所有外部债权人进行讨论，以便根据国际最佳做法，进行公平、透明和全面的债务重组活动，使加纳的债务可以持续下去。加纳财政部表示，为了防止加纳的经济、金融和社会状况进一步恶化，此举是必要的。消息宣布后，该国2032年到期的欧元债券下跌。媒体报道称，加纳已于12月5日启动了国内债务交换计划，并于12月13日称，已与国际货币基金组织（IMF）达成了一项30亿美元的工作人员级协议。IMF表示，全面的债务重组是交易的一个条件，也是其不可持续债务重组计划的关键一步。在国内债务交换下，地方债券将换成2027年、2029年、2032年和2037年到期的新债券，其年息票利率将在2023年定为0%，2024年为5%，从2025年定为10%，直至到期。“穿金戴钻”的加纳陷入困境加纳曾被认为是非洲发展的典范，作为可可、石油、黄金、钻石的生产国，被视作新兴经济体中的后起之秀，据说有河流的地方就能掏出金沙，所以曾被 “黄金海岸”这个国名称呼了数百年。媒体报道称，加纳现在背负着约550亿美元的债务，据政府最近的数据统计，这一债务相当于该国GDP的80%。今年夏初，不断加剧的生活成本使首都阿克拉爆发了抗议活动，政府于7月正式请求IMF提供支持。11月底，加纳政府宣布，所有大型金矿企业必须将其20%的精炼黄金出售给该国央行，新的政策是为了配合政府“黄金换石油”的计划，旨在解决外汇储备不断减少的问题。加纳国土和自然资源部长Samuel Abdulai Jinapor在社交媒体上宣布，新政策将于明年1月1日起生效。政府还命令小型矿企将黄金出售给国有贵金属公司。华尔街见闻此前提及，仅在截至今年5月底的12个月期间，加纳的未偿还外债就从246亿美元增加到了284亿美元，外国投资流入国内债务的外汇也不断增加。只有通过更大规模的净流入，才有可能偿还这些不断上升的债务。同时，加纳正在努力遏制本币塞地的贬值，今年迄今，塞地兑美元汇率已经下跌了近60%，成为了世界上表现最差的货币之一。破产危机因不断飙升的债务成本，加纳陷入了债务困境。媒体9月份报道加纳的地方债务重组计划以来，加纳的欧洲债券成为了新兴市场中表现最差的债券之一，在此期间使投资者蒙受了近12%的损失。加纳财政部副部长 Abena Osei Asare 称，该国的债务重组计划将取代现有条款，并以更低的利率转换为期限更长的债务。此前，对债务可持续性的分析显示，加纳面临很高的违约风险。惠誉评级公司给加纳的评级为CC，比违约级高两个等级；而标普全球评级公司将其评为CCC+，跌入垃圾级债券评级。穆迪将加纳的信用评级下调了两个等级至Ca，加纳与处于违约状态的斯里兰卡为同一评级。加纳10月份的通货膨胀率也飙升至40.4%，引发了多地的民众抗议。民众普遍认为，加纳政府挥霍了IMF的贷款，自己却要被迫跟着政府一起还债。加纳人苦于生活成本上升，要求总统辞职。11月，加纳的通货膨胀率更是超过50%，媒体报道称，政府表示将70%至100%的收入用于支付债务利息。如今，加纳银行也将用“破产重组”法解决债务问题，12月19日，加纳政府宣布将暂停支付包括加纳的欧洲债券；加纳的商业定期货款；以及加纳很大一部分双边债务。声明称：此次暂停将不包括支付我们的多边债务、2022年12月19 日之后签订的新债务（无论是多边债务还是其他债务）或与某些短期贸易设施相关的债务。Ambrosia Capital 的研究分析师 Richard Segal 表示，该公告“有点令人惊讶 ”因为其降低了可以对债务进行友好协商后重组的可能性，且国际货币基金组织的资金很快就会到位，自从国际货币基金组织的协议宣布以来，塞地已经大幅上涨。 Segal说：虽然加纳的外汇储备在下降，但市场认为它们并未处于临界水平。此外，国际货币基金组织的资金很快就会到位，自从国际货币基金组织的协议宣布以来，塞地已经大幅上涨。这个通告不应该有长期影响，但短期内显然是负面的。按照IMF最新的报告估计，目前新兴市场有约2370亿美元的外债面临违约风险，同时，世界银行发出警告，25%的新兴市场正处于或接近债务困境，60%以上的低收入国家面临债务困境。新兴市场国家主权债务主要是对外负债，规模占比超过主权债务的2/3，并且很大一部分还是短期负债，偿债的高压力与紧迫性不言而喻。作为今年首个破产的国家，斯里兰卡的债务违约已成事实，同时，日前接受过IMF贷款援助的南美国家阿根廷也在破产的边缘徘徊，贸易赤字严重超标的土耳其随时可能拉响违约的警报，另外埃及、巴基斯坦、乌克兰等十余个新兴市场国家正在债务泥潭中挣扎。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923438136,"gmtCreate":1670892400226,"gmtModify":1676538454351,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"themes":[],"htmlText":"[暗中观察] ","listText":"[暗中观察] ","text":"[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923438136","repostId":"2291731811","repostType":4,"repost":{"id":"2291731811","kind":"highlight","pubTimestamp":1670886813,"share":"https://ttm.financial/m/news/2291731811?lang=en_US&edition=fundamental","pubTime":"2022-12-13 07:13","market":"us","language":"zh","title":"Foreign media headlines | Economists say there will be more inflation in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2291731811","media":"环球市场播报","summary":" 在2022年，消费者遭遇了40年来最严重的生活成本冲击，美联储通过大幅加息予以应对，令许多投资者受到了惊吓。进入2023年，美国的通胀路径可能还有更多意外在等待着投资者。 美国定于周二发布11月消费者价格指数，也是2022年的最后一次通胀报告。预计该报告将显示，虽然通胀放缓，但仍然接近疫情前水平的三倍。不包括食品和能源的核心CPI预计连续第二个月环比上涨0.3%，同比则上涨6.1%。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Looking ahead to 2023 Economists expect more inflation surprises awaiting investors</b><b>2. New York Fed survey shows inflation expectations for the coming year fall to their lowest level since 2021</b><b>3. The Fed's long-term views diverge from Wall Street's. The market expects interest rates to fall rapidly in 2023</b><b>4、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Not optimistic about the stock market next year, saying that declining performance is the biggest risk</b><b>5. The British property market is showing signs of weakness, sellers' asking prices have dropped the most in four years</b><b>6、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Reached a 10-year cooperation agreement with London Stock Exchange Group and will acquire a 4% stake</b><img src=\"https://static.tigerbbs.com/61c971c4a4dc1ba2ae217f831182572b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Looking ahead to 2023 Economists expect more inflation surprises awaiting investors</b></p><p>In 2022, consumers suffered their worst cost-of-living shock in 40 years, and the Federal Reserve responded with a sharp rate hike, spooking many investors. Heading into 2023, there may be more surprises awaiting investors in the path of inflation in the US.</p><p>The U.S. is scheduled to release its November consumer price index on Tuesday, the last inflation report of 2022. The report is expected to show that while inflation has slowed, it is still close to three times pre-pandemic levels. Core CPI, excluding food and energy, is expected to rise 0.3% month-on-month for the second consecutive month and 6.1% year-on-year.</p><p>The report will reinforce claims that inflation has peaked, said Aneta Markowska, chief financial economist at Jefferies LLC. But \"in terms of the inflation outlook, we will have some bumps in at least the next few months.\"</p><p>The trajectory of inflation next year will depend on whether core commodity price increases slow further, when and how much rents cool, and how much wage growth, especially in services, slows.</p><p><img src=\"https://static.tigerbbs.com/a819e720983e0b9e36caeade6f00b52b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>New York Fed survey shows inflation expectations for the year ahead fall to lowest since 2021</b></p><p>U.S. household inflation expectations for the year ahead fell last month to their lowest level since August 2021, according to a survey by the Federal Reserve Bank of New York.</p><p>According to the monthly consumer expectations survey released by the Federal Reserve Bank of New York on Monday, Americans' inflation expectations for the next 12 months were 5.2% in November, down from the 5.7% forecast in the previous month. Inflation expectations for the next three and five years have also declined.</p><p>Federal Reserve officials have been aggressively tightening monetary policy this year in a bid to curb inflation expectations amid real inflation surging to its highest level in four decades. Investors and economists widely expect the Federal Reserve on Wednesday to raise its benchmark interest rate above 4% for the first time since 2008.</p><p>The decline in consumer inflation expectations at the New York Fed in November is consistent with official data released last month showing that price pressures may be beginning to ease. The consumer price index rose 7.7% year-on-year in October, the lowest since January.</p><p>The U.S. Labor Department is scheduled to release November CPI data on Tuesday. Forecasters expect inflation to slow further to 7.3% in November. Households surveyed by the New York Fed believe that gasoline prices will rise 4.7% in the coming year. Food prices are expected to rise 8.3% and rents are expected to rise 9.8%.</p><p><img src=\"https://static.tigerbbs.com/046537dd77ae466ed9a7de86c9e853f8\" tg-width=\"550\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The Fed's long-term view diverges from Wall Street's market expects interest rates to fall rapidly in 2023</b></p><p>Federal Reserve Chairman Jerome Powell and his colleagues are at odds with Wall Street over how long interest rates will remain high in 2023, and history is on Powell's side.</p><p>After four consecutive rate hike of 75 basis points, the fastest pace of monetary policy tightening since the 1980s, the Federal Reserve may slow down on Wednesday and decide to raise the benchmark interest rate by 50 basis points.</p><p>The move, widely mentioned by officials, would raise the target range for interest rates to 4.25% to 4.5%, the highest level since 2007. Economists believe Fed officials may also indicate another 50 basis points of rate hike next year, and once this high is reached, they will keep interest rates unchanged throughout 2023.</p><p>Financial markets agree with the short-term vision, but expect interest rates to fall rapidly from their peak levels later next year. The reason for this conflict may be that investors expect price pressures to ease faster than the Fed expects, while the Fed, which has experienced a failed prediction of \"temporary price pressures\", is worried that inflation may persist. This may also reflect that bets that the unemployment rate will rise will become a deeper concern of the Federal Reserve.</p><p><img src=\"https://static.tigerbbs.com/6fa82c6e6fb2e16b2eb0648ac2515703\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Morgan Stanley and Goldman Sachs are not bullish on stocks next year, saying declining performance is biggest risk</b></p><p>For many investors, inflation data and Fed policy decisions due this week may be the top priority. But in the eyes of some of Wall Street's best-known strategists, the prospect of future profit declines is the biggest worry for the stock market.</p><p>According to a report by Morgan Stanley (90.62, 1.15, 1.29%) strategist Michael Wilson and Goldman Sachs (360.15, 1.01, 0.28%) Group David Kostin, in 2023, as profit margins come under pressure, earnings may shrink more than expected, putting the stock market in a difficult environment.</p><p>\"The final chapter of this bear market is all about the path of earnings estimates, and they're too high right now,\" Wilson wrote in a note Monday. The consumer price index and the Federal Reserve meeting are already \"yesterday's news,\" wrote the strategist, who ranked No. 1 in the latest institutional investor survey.</p><p>Both Wilson and Kostin believe stocks are off to a rough start to 2023. In 2022, many major indexes fell into bear markets before gaining in the fourth quarter. Soaring inflation and rate hike have been at the forefront of investors so far, and it is likely to continue to be the case, at least in the short term.</p><p><img src=\"https://static.tigerbbs.com/c36e5bbdc33833198a786c36165fccbc\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>UK property market shows signs of fatigue, sellers' asking prices drop the most in four years</b></p><p>According to data from property website Rightmove Plc, sellers cut asking prices by the biggest amount in four years after soaring interest rates in the UK made buyers hesitate.</p><p>The average asking price fell 2.1% to £ 359, 137 ($440,980) in December, according to the website's data.</p><p>Rightmove said that although sellers usually discount prices in December to facilitate closing transactions before Christmas, this year's decline was larger than the same period in previous years.</p><p><img src=\"https://static.tigerbbs.com/6599794916e6f679102b1351b80be60b\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Microsoft and LSE Group reach 10-year cooperation agreement and will acquire 4% stake</b></p><p>Microsoft (250.22, 4.80, 1.96%) Corporation and<a href=\"https://laohu8.com/S/LSE.UK\">London Stock Exchange</a>The Group has reached a 10-year strategic partnership agreement on next-generation data and analytics and cloud infrastructure, and will acquire approximately 4% equity of the latter.</p><p>Microsoft announced on Monday that it would acquire Blackstone and<a href=\"https://laohu8.com/S/TRI\">Thomson Reuters</a>Shares held by a consortium. Scott Guthrie, Microsoft's executive vice president for cloud and artificial intelligence, will be named a director.</p><p>According to the announcement, this equity transaction is part of a broader 10-year partnership between the two parties; The cooperation between the two parties will help London Stock Exchange Group use Microsoft products to develop data and analytics and cloud infrastructure. The partnership expects LSE Group to spend between £ 250 million ($306 million) and £ 300 million between 2023 and 2025, including about £ 100 million in capital expenditures.</p><p>Microsoft can expect to generate approximately $2.8 billion in revenue from LSE Group throughout the life of the partnership, with more revenue depending on how successful the strategic partnership is, and the demand for LSE Group's data platform and professional services.</p><p></body></html></p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines | Economists say there will be more inflation in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines | Economists say there will be more inflation in 2023\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-12-13 07:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Looking ahead to 2023 Economists expect more inflation surprises awaiting investors</b><b>2. New York Fed survey shows inflation expectations for the coming year fall to their lowest level since 2021</b><b>3. The Fed's long-term views diverge from Wall Street's. The market expects interest rates to fall rapidly in 2023</b><b>4、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Not optimistic about the stock market next year, saying that declining performance is the biggest risk</b><b>5. The British property market is showing signs of weakness, sellers' asking prices have dropped the most in four years</b><b>6、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Reached a 10-year cooperation agreement with London Stock Exchange Group and will acquire a 4% stake</b><img src=\"https://static.tigerbbs.com/61c971c4a4dc1ba2ae217f831182572b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Looking ahead to 2023 Economists expect more inflation surprises awaiting investors</b></p><p>In 2022, consumers suffered their worst cost-of-living shock in 40 years, and the Federal Reserve responded with a sharp rate hike, spooking many investors. Heading into 2023, there may be more surprises awaiting investors in the path of inflation in the US.</p><p>The U.S. is scheduled to release its November consumer price index on Tuesday, the last inflation report of 2022. The report is expected to show that while inflation has slowed, it is still close to three times pre-pandemic levels. Core CPI, excluding food and energy, is expected to rise 0.3% month-on-month for the second consecutive month and 6.1% year-on-year.</p><p>The report will reinforce claims that inflation has peaked, said Aneta Markowska, chief financial economist at Jefferies LLC. But \"in terms of the inflation outlook, we will have some bumps in at least the next few months.\"</p><p>The trajectory of inflation next year will depend on whether core commodity price increases slow further, when and how much rents cool, and how much wage growth, especially in services, slows.</p><p><img src=\"https://static.tigerbbs.com/a819e720983e0b9e36caeade6f00b52b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>New York Fed survey shows inflation expectations for the year ahead fall to lowest since 2021</b></p><p>U.S. household inflation expectations for the year ahead fell last month to their lowest level since August 2021, according to a survey by the Federal Reserve Bank of New York.</p><p>According to the monthly consumer expectations survey released by the Federal Reserve Bank of New York on Monday, Americans' inflation expectations for the next 12 months were 5.2% in November, down from the 5.7% forecast in the previous month. Inflation expectations for the next three and five years have also declined.</p><p>Federal Reserve officials have been aggressively tightening monetary policy this year in a bid to curb inflation expectations amid real inflation surging to its highest level in four decades. Investors and economists widely expect the Federal Reserve on Wednesday to raise its benchmark interest rate above 4% for the first time since 2008.</p><p>The decline in consumer inflation expectations at the New York Fed in November is consistent with official data released last month showing that price pressures may be beginning to ease. The consumer price index rose 7.7% year-on-year in October, the lowest since January.</p><p>The U.S. Labor Department is scheduled to release November CPI data on Tuesday. Forecasters expect inflation to slow further to 7.3% in November. Households surveyed by the New York Fed believe that gasoline prices will rise 4.7% in the coming year. Food prices are expected to rise 8.3% and rents are expected to rise 9.8%.</p><p><img src=\"https://static.tigerbbs.com/046537dd77ae466ed9a7de86c9e853f8\" tg-width=\"550\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The Fed's long-term view diverges from Wall Street's market expects interest rates to fall rapidly in 2023</b></p><p>Federal Reserve Chairman Jerome Powell and his colleagues are at odds with Wall Street over how long interest rates will remain high in 2023, and history is on Powell's side.</p><p>After four consecutive rate hike of 75 basis points, the fastest pace of monetary policy tightening since the 1980s, the Federal Reserve may slow down on Wednesday and decide to raise the benchmark interest rate by 50 basis points.</p><p>The move, widely mentioned by officials, would raise the target range for interest rates to 4.25% to 4.5%, the highest level since 2007. Economists believe Fed officials may also indicate another 50 basis points of rate hike next year, and once this high is reached, they will keep interest rates unchanged throughout 2023.</p><p>Financial markets agree with the short-term vision, but expect interest rates to fall rapidly from their peak levels later next year. The reason for this conflict may be that investors expect price pressures to ease faster than the Fed expects, while the Fed, which has experienced a failed prediction of \"temporary price pressures\", is worried that inflation may persist. This may also reflect that bets that the unemployment rate will rise will become a deeper concern of the Federal Reserve.</p><p><img src=\"https://static.tigerbbs.com/6fa82c6e6fb2e16b2eb0648ac2515703\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Morgan Stanley and Goldman Sachs are not bullish on stocks next year, saying declining performance is biggest risk</b></p><p>For many investors, inflation data and Fed policy decisions due this week may be the top priority. But in the eyes of some of Wall Street's best-known strategists, the prospect of future profit declines is the biggest worry for the stock market.</p><p>According to a report by Morgan Stanley (90.62, 1.15, 1.29%) strategist Michael Wilson and Goldman Sachs (360.15, 1.01, 0.28%) Group David Kostin, in 2023, as profit margins come under pressure, earnings may shrink more than expected, putting the stock market in a difficult environment.</p><p>\"The final chapter of this bear market is all about the path of earnings estimates, and they're too high right now,\" Wilson wrote in a note Monday. The consumer price index and the Federal Reserve meeting are already \"yesterday's news,\" wrote the strategist, who ranked No. 1 in the latest institutional investor survey.</p><p>Both Wilson and Kostin believe stocks are off to a rough start to 2023. In 2022, many major indexes fell into bear markets before gaining in the fourth quarter. Soaring inflation and rate hike have been at the forefront of investors so far, and it is likely to continue to be the case, at least in the short term.</p><p><img src=\"https://static.tigerbbs.com/c36e5bbdc33833198a786c36165fccbc\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>UK property market shows signs of fatigue, sellers' asking prices drop the most in four years</b></p><p>According to data from property website Rightmove Plc, sellers cut asking prices by the biggest amount in four years after soaring interest rates in the UK made buyers hesitate.</p><p>The average asking price fell 2.1% to £ 359, 137 ($440,980) in December, according to the website's data.</p><p>Rightmove said that although sellers usually discount prices in December to facilitate closing transactions before Christmas, this year's decline was larger than the same period in previous years.</p><p><img src=\"https://static.tigerbbs.com/6599794916e6f679102b1351b80be60b\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Microsoft and LSE Group reach 10-year cooperation agreement and will acquire 4% stake</b></p><p>Microsoft (250.22, 4.80, 1.96%) Corporation and<a href=\"https://laohu8.com/S/LSE.UK\">London Stock Exchange</a>The Group has reached a 10-year strategic partnership agreement on next-generation data and analytics and cloud infrastructure, and will acquire approximately 4% equity of the latter.</p><p>Microsoft announced on Monday that it would acquire Blackstone and<a href=\"https://laohu8.com/S/TRI\">Thomson Reuters</a>Shares held by a consortium. Scott Guthrie, Microsoft's executive vice president for cloud and artificial intelligence, will be named a director.</p><p>According to the announcement, this equity transaction is part of a broader 10-year partnership between the two parties; The cooperation between the two parties will help London Stock Exchange Group use Microsoft products to develop data and analytics and cloud infrastructure. The partnership expects LSE Group to spend between £ 250 million ($306 million) and £ 300 million between 2023 and 2025, including about £ 100 million in capital expenditures.</p><p>Microsoft can expect to generate approximately $2.8 billion in revenue from LSE Group throughout the life of the partnership, with more revenue depending on how successful the strategic partnership is, and the demand for LSE Group's data platform and professional services.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/world/2022-12-13/doc-imxwncsc2323138.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8f7120120bf28d4a384d15c9113d258c","relate_stocks":{"BK4527":"明星科技股","LU0971096721.USD":"富达环球金融服务 A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 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Henderson Balanced A Inc SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4097":"系统软件","BK4532":"文艺复兴科技持仓","LU0238689110.USD":"贝莱德环球动力股票基金"},"source_url":"https://finance.sina.com.cn/world/2022-12-13/doc-imxwncsc2323138.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291731811","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、展望2023年 经济学家预计将有更多通胀意外等待投资者2、纽约联储调查显示对未来一年的通胀预期降至2021年以来最低3、美联储长期观点与华尔街发生分歧 市场料2023年利率会快速下降4、摩根士丹利和高盛不看好明年股市 称业绩下滑是最大风险5、英国楼市疲态尽显 卖家要价降幅创四年来最大6、微软和伦敦证交所集团达成10年合作协议 并将收购4%股权展望2023年 经济学家预计将有更多通胀意外等待投资者在2022年，消费者遭遇了40年来最严重的生活成本冲击，美联储通过大幅加息予以应对，令许多投资者受到了惊吓。进入2023年，美国的通胀路径可能还有更多意外在等待着投资者。美国定于周二发布11月消费者价格指数，也是2022年的最后一次通胀报告。预计该报告将显示，虽然通胀放缓，但仍然接近疫情前水平的三倍。不包括食品和能源的核心CPI预计连续第二个月环比上涨0.3%，同比则上涨6.1%。该报告将强化通胀已经见顶的说法，Jefferies LLC首席金融经济学家Aneta Markowska表示。但是“在通胀前景方面，至少未来几个月我们会遭遇一些颠簸。”明年通胀的轨迹将取决于核心商品价格上涨是否进一步放缓，租金何时降温以及降温幅度，还有工资增速（尤其是服务业）的放缓程度。纽约联储调查显示对未来一年的通胀预期降至2021年以来最低根据纽约联邦储备银行的一项调查，美国家庭对未来一年的通胀预期上个月降至2021年8月以来的最低水平。根据纽约联储银行周一发布的月度消费者预期调查，11月份美国民众对未来12个月的通胀预期为5.2%，低于之前一个月时预计的5.7%。对未来三年和五年的通胀率预期也有所下降。在实际通胀率飙升至四十年来最高水平的背景下，美联储官员今年一直在积极收紧货币政策，以期遏制通胀预期。投资者和经济学家普遍预计，美联储周三将把基准利率自2008年以来首次上调至4%以上。纽约联储11月消费者通胀预期下降与上个月公布的官方数据显示物价压力或许开始缓解相一致。10月份消费者价格指数同比上升7.7%，创下1月以来最低。美国劳工部定于周二公布11月CPI数据。预测人士预计11月通胀会进一步放缓至7.3%。接受纽约联储调查的家庭认为，未来一年汽油价格上涨4.7%。食品价格料上涨8.3%，租金料上涨9.8%。美联储长期观点与华尔街发生分歧 市场料2023年利率会快速下降对于2023年利率会在多长时间保持高位，美联储主席杰罗姆·鲍威尔和他的同事与华尔街产生了分歧，而历史站在鲍威尔一边。在连续四次加息75个基点、创出1980年代以来最快货币政策紧缩步伐之后，美联储周三或将放慢脚步，决定将基准利率提高50个基点。官员们广泛提及的这一举动将把利率目标区间上调至4.25%至4.5%，为2007年以来最高水平。经济学家们认为，美联储官员可能还会表示明年会再加息50个基点，而一旦达到这个高点，他们会在2023年全年维持利率不变。金融市场对短期愿景表示认同，但预计利率会在明年晚些时候从峰值水平快速回落。造成这种冲突的原因可能在于，投资者预计物价压力缓解速度将快于美联储预期，而曾经历“物价压力暂时性”预言落空的美联储担心通胀可能会持续下去。这可能也反映出，对于失业率会上升的押注将成为美联储更深重的关切。摩根士丹利和高盛不看好明年股市 称业绩下滑是最大风险对于许多投资者来说，本周将公布的通胀数据和美联储政策决定或许是头等大事。但在一些华尔街最知名的策略师看来，未来利润下滑的前景才是股市的心腹大患。据摩根士丹利（90.62， 1.15， 1.29%）策略师Michael Wilson和高盛（360.15， 1.01， 0.28%）集团David Kostin的报告，在2023年，随着利润率遭遇压力，盈利萎缩幅度可能超过预期，从而令股市处于艰难的环境之中。“这个熊市的最后一章完全是关乎盈利预测的路径，它们现在太高了，” Wilson在周一的一份报告中写道。消费价格指数和美联储会议已经是“昨天的新闻”，这位在最新的机构投资者调查中排名第一的策略师写道。Wilson和Kostin都认为，2023年股市将迎来艰难的开局。在2022年，许多主要指数都跌入熊市，之后在第四季度有所上涨。到目前为止，通胀飙升和加息一直是投资者最担心的问题，至少短期而言，情况可能继续如此。英国楼市疲态尽显 卖家要价降幅创四年来最大据地产网站Rightmove Plc的数据，英国的利率飙升致使买家犹豫不决后，卖家下调要价的幅度创四年来最大。该网站的数据显示，12月份平均要价下降了2.1%，至359，137英镑（440，980美元）。Rightmove称，虽然卖家通常在12月份通过折价来促进圣诞节前完成交易，但今年的降幅大于往年同期。微软和伦敦证交所集团达成10年合作协议 并将收购4%股权微软（250.22， 4.80， 1.96%）公司和伦敦证券交易所集团就下一代数据和分析及云基础设施达成10年战略伙伴协议，并将收购后者约4%股权。微软周一发布公告称，将收购由Blackstone和汤森路透组成财团所持的股份。微软负责云和人工智能的执行副总裁Scott Guthrie将被任命为董事。公告称，这笔股权交易是双方为期10年更广泛伙伴关系的一部分；双方合作将帮助伦敦证交所集团使用微软的产品，开发数据和分析及云基础设施。这番合作预计伦敦证交所集团在2023至2025年期间投入2.5亿英镑（3.06亿美元）至3亿英镑，其中包括约1亿英镑的资本支出。微软可以预计在伙伴关系整个生命周期中，从伦敦证交所集团获得约28亿美元的收入，更多收入取决于战略合作伙伴关系的成功程度，以及对伦敦证交所集团数据平台和专业服务的需求。","news_type":1,"symbols_score_info":{"GS":1}},"isVote":1,"tweetType":1,"viewCount":2400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929148627,"gmtCreate":1670631690269,"gmtModify":1676538407336,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"themes":[],"htmlText":"[暗中观察] ","listText":"[暗中观察] ","text":"[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929148627","repostId":"1164776765","repostType":4,"isVote":1,"tweetType":1,"viewCount":2479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965859296,"gmtCreate":1669938286316,"gmtModify":1676538272736,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"themes":[],"htmlText":"[暗中观察] ","listText":"[暗中观察] ","text":"[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965859296","repostId":"2288839109","repostType":4,"repost":{"id":"2288839109","kind":"highlight","pubTimestamp":1669930251,"share":"https://ttm.financial/m/news/2288839109?lang=en_US&edition=fundamental","pubTime":"2022-12-02 05:30","market":"us","language":"zh","title":"Foreign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2288839109","media":"环球市场播报","summary":" 10月美国一项基准通胀指标——核心PCE同比上涨5%，同比升幅6%，仍远高于美联储2%的目标，美联储通胀降温但经济不衰退的希望仍然渺茫。美联储主席鲍威尔本周强调，核心PCE是他认为更能准确反映通胀走向的指标。 在截至11月19日当周，美国持续申领失业救济人数增加5.7万人，至160万人，为一年来最大增幅。 美国商务部周四发布的数据显示，10月份个人储蓄占可支配收入之比降至2.3%。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. The U.S. core PCE far exceeds the Fed's 2% target, and the hope of a soft landing is still slim</b><b>2. The number of people applying for unemployment benefits in the United States has risen to the highest since February, making it more difficult to re-find employment</b><b>3. The U.S. savings rate fell to the lowest level since 2005 in October, continued inflation and Fed rate hike hit a double blow</b><b>4. Chicago Fed appoints former US Obama administration adviser Goolsbee as its new president</b><b>5. Credit Suisse's stock price hit the longest losing streak in history and has fallen 66% this year</b><b>6. UK house prices fall more than expected, mortgage interest rates soar, curbing demand</b><img src=\"https://static.tigerbbs.com/5b26f4dcea8cd92793b55e49bafa9f8d\" tg-width=\"550\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. core PCE far exceeds Fed's 2% target, hope of soft landing remains slim</b></p><p>In October, the core PCE, a benchmark inflation indicator in the United States, rose 5% year-on-year and 6% year-on-year, still far higher than the Fed's 2% target. The hope of the Fed's inflation cooling but the economy not declining is still slim.</p><p>Data released by the U.S. Department of Commerce on Thursday showed that the personal consumption expenditure price index (PCE) excluding food and energy increased by 0.2% in October compared with October, a lower-than-expected increase. Federal Reserve Chairman Jerome Powell emphasized this week that the core PCE is what he believes is an indicator that more accurately reflects the direction of inflation.</p><p>Core PCE rose 5% year-on-year, and the increase in September was revised upward to 5.2%.</p><p>The overall PCE rose 0.3% month-on-month and 6% year-on-year for the third consecutive month, still well above the Fed's 2% target.</p><p><img src=\"https://static.tigerbbs.com/00bd89a1ca05a83b77f9ce74a93c3892\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. unemployment claims continue to rise to the highest since February, making it more difficult to re-find jobs</b></p><p>The number of people claiming continuing unemployment benefits in the United States rose to the highest level since February, indicating that unemployed Americans are struggling to find new jobs in a cooling labor market.</p><p>In the week ending November 19, the number of continuing U.S. claims for unemployment benefits increased by 57,000 to 1.6 million, the largest increase in a year.</p><p>Data from the U.S. Labor Department on Thursday showed that initial claims for unemployment benefits fell by 16,000 to 225,000 in the week ending Nov. 26. The median estimate for economists polled by Bloomberg was 235,000.</p><p><img src=\"https://static.tigerbbs.com/ee6f67b8dab72d003d6a36b4735a6092\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. savings rate fell to lowest level since 2005 in October, double whammy of persistent inflation and Fed rate hike</b></p><p>Americans are saving at their lowest rate since 2005, highlighting that inflation and rising borrowing costs are weakening households' financial buffers.</p><p>Data released Thursday by the U.S. Commerce Department showed that personal savings as a percentage of disposable income fell to 2.3% in October. The report also showed that inflation-adjusted spending remained strong despite a slight cooling in inflation.</p><p>With the double whammy of persistent inflation and the Federal Reserve's rate hike, it is difficult for U.S. consumer spending to fall. Most representatively, credit card consumption increased, and the year-on-year increase in U.S. household debt in the third quarter reached the highest since 2008.</p><p><img src=\"https://static.tigerbbs.com/d525cc42899299aa4b8612a0f9436181\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Chicago Fed names former Obama administration adviser Goolsbee as new president</b></p><p>The Chicago Fed has appointed Austan Goolsbee, an economist who served as an adviser to former President Barack Obama, as its new president. The current president Evans will retire in January next year.</p><p>The Chicago Fed said in an email statement on Thursday that Goolsbee, 53, will take office on January 9th. He is currently a professor of economics at the Booth School of Business at the University of Chicago. Goolsby was once the chairman of the Council of Economic Advisers of the United States and the youngest cabinet member of President Barack Obama's cabinet.</p><p>Evans has been at the helm of the Chicago Fed for 15 years, and for most of his tenure, he has been one of the Fed's most dovish policymakers.</p><p><img src=\"https://static.tigerbbs.com/25334e85cba6df35ddcc81c2f9c1e561\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Credit Suisse shares hit longest losing streak in history, down 66% this year</b></p><p>Credit Suisse Group's share price fell for the 13th consecutive day, setting the longest losing streak in history. The Swiss bank is in deep trouble. After years of scandals and mismanagement, the capital raising plan has further impacted its share price.</p><p>Credit Suisse closed down 6.1% on Thursday to a record low of $3.08. Since November 23rd, the share price has dropped by about 21%, when the bank said that its key wealth management business suffered a large outflow of funds, and said that it might suffer another major loss in the fourth quarter, reaching 1.5 billion Swiss francs (1.6 billion US dollars).</p><p><img src=\"https://static.tigerbbs.com/a348a366bc39d591cfb5fb19987fb1ac\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>UK house prices fall more than expected, soaring mortgage rates dampen demand</b></p><p>British mortgage lender Nationwide Building Society said that after soaring borrowing costs curbed demand, UK house prices fell more than expected, and the fastest decline since the outbreak of the COVID-19 pandemic.</p><p>UK house prices fell 1.4% in November, the agency said. It was the second drop in months and the biggest since June 2020. Excluding the pandemic period, UK house prices have not fallen so sharply since the global financial crisis more than 10 years ago. Economists had expected a 0.4% decline.</p><p>The cost of home loans has soared to more than 6pc in recent weeks from about 1pc a year ago on the back of an increase in the Bank of England's benchmark lending rate and investor concerns about slowing economic growth and rising government debt. While costs for borrowers have pulled back from their peaks, they are still likely to be well above what buyers have seen for much of the past decade.</p><p></body></html></p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-12-02 05:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. The U.S. core PCE far exceeds the Fed's 2% target, and the hope of a soft landing is still slim</b><b>2. The number of people applying for unemployment benefits in the United States has risen to the highest since February, making it more difficult to re-find employment</b><b>3. The U.S. savings rate fell to the lowest level since 2005 in October, continued inflation and Fed rate hike hit a double blow</b><b>4. Chicago Fed appoints former US Obama administration adviser Goolsbee as its new president</b><b>5. Credit Suisse's stock price hit the longest losing streak in history and has fallen 66% this year</b><b>6. UK house prices fall more than expected, mortgage interest rates soar, curbing demand</b><img src=\"https://static.tigerbbs.com/5b26f4dcea8cd92793b55e49bafa9f8d\" tg-width=\"550\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. core PCE far exceeds Fed's 2% target, hope of soft landing remains slim</b></p><p>In October, the core PCE, a benchmark inflation indicator in the United States, rose 5% year-on-year and 6% year-on-year, still far higher than the Fed's 2% target. The hope of the Fed's inflation cooling but the economy not declining is still slim.</p><p>Data released by the U.S. Department of Commerce on Thursday showed that the personal consumption expenditure price index (PCE) excluding food and energy increased by 0.2% in October compared with October, a lower-than-expected increase. Federal Reserve Chairman Jerome Powell emphasized this week that the core PCE is what he believes is an indicator that more accurately reflects the direction of inflation.</p><p>Core PCE rose 5% year-on-year, and the increase in September was revised upward to 5.2%.</p><p>The overall PCE rose 0.3% month-on-month and 6% year-on-year for the third consecutive month, still well above the Fed's 2% target.</p><p><img src=\"https://static.tigerbbs.com/00bd89a1ca05a83b77f9ce74a93c3892\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. unemployment claims continue to rise to the highest since February, making it more difficult to re-find jobs</b></p><p>The number of people claiming continuing unemployment benefits in the United States rose to the highest level since February, indicating that unemployed Americans are struggling to find new jobs in a cooling labor market.</p><p>In the week ending November 19, the number of continuing U.S. claims for unemployment benefits increased by 57,000 to 1.6 million, the largest increase in a year.</p><p>Data from the U.S. Labor Department on Thursday showed that initial claims for unemployment benefits fell by 16,000 to 225,000 in the week ending Nov. 26. The median estimate for economists polled by Bloomberg was 235,000.</p><p><img src=\"https://static.tigerbbs.com/ee6f67b8dab72d003d6a36b4735a6092\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. savings rate fell to lowest level since 2005 in October, double whammy of persistent inflation and Fed rate hike</b></p><p>Americans are saving at their lowest rate since 2005, highlighting that inflation and rising borrowing costs are weakening households' financial buffers.</p><p>Data released Thursday by the U.S. Commerce Department showed that personal savings as a percentage of disposable income fell to 2.3% in October. The report also showed that inflation-adjusted spending remained strong despite a slight cooling in inflation.</p><p>With the double whammy of persistent inflation and the Federal Reserve's rate hike, it is difficult for U.S. consumer spending to fall. Most representatively, credit card consumption increased, and the year-on-year increase in U.S. household debt in the third quarter reached the highest since 2008.</p><p><img src=\"https://static.tigerbbs.com/d525cc42899299aa4b8612a0f9436181\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Chicago Fed names former Obama administration adviser Goolsbee as new president</b></p><p>The Chicago Fed has appointed Austan Goolsbee, an economist who served as an adviser to former President Barack Obama, as its new president. The current president Evans will retire in January next year.</p><p>The Chicago Fed said in an email statement on Thursday that Goolsbee, 53, will take office on January 9th. He is currently a professor of economics at the Booth School of Business at the University of Chicago. Goolsby was once the chairman of the Council of Economic Advisers of the United States and the youngest cabinet member of President Barack Obama's cabinet.</p><p>Evans has been at the helm of the Chicago Fed for 15 years, and for most of his tenure, he has been one of the Fed's most dovish policymakers.</p><p><img src=\"https://static.tigerbbs.com/25334e85cba6df35ddcc81c2f9c1e561\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Credit Suisse shares hit longest losing streak in history, down 66% this year</b></p><p>Credit Suisse Group's share price fell for the 13th consecutive day, setting the longest losing streak in history. The Swiss bank is in deep trouble. After years of scandals and mismanagement, the capital raising plan has further impacted its share price.</p><p>Credit Suisse closed down 6.1% on Thursday to a record low of $3.08. Since November 23rd, the share price has dropped by about 21%, when the bank said that its key wealth management business suffered a large outflow of funds, and said that it might suffer another major loss in the fourth quarter, reaching 1.5 billion Swiss francs (1.6 billion US dollars).</p><p><img src=\"https://static.tigerbbs.com/a348a366bc39d591cfb5fb19987fb1ac\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>UK house prices fall more than expected, soaring mortgage rates dampen demand</b></p><p>British mortgage lender Nationwide Building Society said that after soaring borrowing costs curbed demand, UK house prices fell more than expected, and the fastest decline since the outbreak of the COVID-19 pandemic.</p><p>UK house prices fell 1.4% in November, the agency said. It was the second drop in months and the biggest since June 2020. Excluding the pandemic period, UK house prices have not fallen so sharply since the global financial crisis more than 10 years ago. Economists had expected a 0.4% decline.</p><p>The cost of home loans has soared to more than 6pc in recent weeks from about 1pc a year ago on the back of an increase in the Bank of England's benchmark lending rate and investor concerns about slowing economic growth and rising government debt. While costs for borrowers have pulled back from their peaks, they are still likely to be well above what buyers have seen for much of the past decade.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-12-02/doc-imqmmthc6739501.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b26f4dcea8cd92793b55e49bafa9f8d","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","SH":"做空标普500-Proshares","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","DOG":"道指ETF-ProShares做空","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","BK4581":"高盛持仓","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","IVV":"标普500ETF-iShares",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","DDM":"2倍做多道指ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","SQQQ":"纳指三倍做空ETF","BK4550":"红杉资本持仓","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-12-02/doc-imqmmthc6739501.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288839109","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有： 1、美国核心PCE远超美联储2%目标 软着陆的希望仍然渺茫 2、美国持续申领失业救济人数升至2月份以来最高 重新就业难度加大 3、美国10月份储蓄率降至2005年以来最低水平 持续通胀和联储加息双重打击 4、芝加哥联储任命美国前奥巴马政府顾问古尔斯比为新行长 5、瑞信股价创史上最长连跌纪录 今年以来已下跌66% 6、英国房价降幅超出预期 按揭贷款利率飙升抑制需求美国核心PCE远超美联储2%目标 软着陆的希望仍然渺茫10月美国一项基准通胀指标——核心PCE同比上涨5%，同比升幅6%，仍远高于美联储2%的目标，美联储通胀降温但经济不衰退的希望仍然渺茫。美国商务部周四公布的数据显示，10月不包括食品和能源的个人消费支出价格指数（PCE）较10月增长0.2%，升幅低于预期。美联储主席鲍威尔本周强调，核心PCE是他认为更能准确反映通胀走向的指标。核心PCE同比上涨5%，9月升幅上修至5.2%。整体PCE连续第三个月环比上升0.3%，同比升幅6%，仍远高于美联储2%的目标。美国持续申领失业救济人数升至2月份以来最高 重新就业难度加大美国持续申领失业救济的人数升至2月份以来的最高水平，表明失业的美国人在逐渐降温的劳动力市场上找到新工作的难度加大。在截至11月19日当周，美国持续申领失业救济人数增加5.7万人，至160万人，为一年来最大增幅。美国劳工部周四的数据显示，在截至11月26日当周，首次申领失业救济人数减少1.6万人，至22.5万人。接受彭博调查的经济学家的预估中值为23.5万人。美国10月份储蓄率降至2005年以来最低水平 持续通胀和联储加息双重打击美国人储蓄率创2005年以来最低水平，凸显出通胀和借贷成本上升正在削弱家庭的财务缓冲能力。美国商务部周四发布的数据显示，10月份个人储蓄占可支配收入之比降至2.3%。报告还显示，尽管通胀略有降温，但经通胀调整的支出仍然强劲。在持续通胀和美联储加息的双重打击下，美国消费支出很难下降。最具代表性的是，信用卡消费增多，第三季度美国居民债务的同比升幅达到2008年以来最高。芝加哥联储任命美国前奥巴马政府顾问古尔斯比为新行长芝加哥联储任命曾为前总统奥巴马担任顾问的经济学家奥斯坦·古尔斯比（Austan Goolsbee）为新行长，现行长埃文斯将于明年1月退休。芝加哥联储周四在一份电邮声明中表示，现年53岁的古尔斯比将于1月9日履任，他目前是芝加哥大学布斯商学院经济学教授。古尔斯比曾经是美国经济顾问委员会主席，并且是美国总统奥巴马内阁中最年轻的内阁成员。埃文斯执掌芝加哥联储15年，在任内的大部分时间里，他一直是美联储最鸽派的决策者之一。瑞信股价创史上最长连跌纪录 今年以来已下跌66%瑞信集团股价连续第13天走低，创出有史以来最长连跌纪录，这家瑞士银行深陷困境，在持续多年的丑闻和管理不善后，资本募集计划对其股价构成进一步的冲击。瑞信周四收盘下跌6.1%，至3.08美元的纪录新低。11月23日以来，股价下跌了大约21%，当时该行称，其关键性的理财业务遭遇大量资金外流，并称第四季度可能会再次蒙受重大亏损，达到15亿瑞郎（16亿美元）。英国房价降幅超出预期 按揭贷款利率飙升抑制需求英国按揭贷款机构Nationwide Building Society表示，在借贷成本飙升抑制需求之后，英国房价跌幅超过预期，而且是新冠疫情爆发以来的最快跌速。该机构称，英国11月房价下跌1.4%。这是数月来的第二次下跌，也是2020年6月以来的最大跌幅。不包括疫情时期，英国房价自10多年前全球金融危机以来从未出现过如此大幅的下跌。经济学家此前预期为下滑0.4%。受英国央行上调基准贷款利率以及投资者对经济增长放缓和政府债务上升的担忧影响，住房贷款成本最近几周从一年前的约1%飙升至6%以上。虽然借款人的成本已较峰值回落，但仍可能远高于买家过去十年大部分时间内的水平。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"IVV":0.6,"OEX":0.6,"ESmain":0.6,"QID":0.6,"OEF":0.6,"DOG":0.6,".IXIC":0.9,"TQQQ":0.6,"DDM":0.6,"SDOW":0.6,"PSQ":0.6,".DJI":0.9,".SPX":0.6,"SPY":0.9,"SSO":0.6,"QLD":0.6,"QQQ":0.6,"UDOW":0.6,"SQQQ":0.6,"DXD":0.6,"UPRO":0.6,"SDS":0.6,"DJX":0.6,"SPXU":0.6,"NQmain":0.6,"SH":0.6,"MNQmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966093056,"gmtCreate":1669340566776,"gmtModify":1676538185332,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"themes":[],"htmlText":"[暗中观察] [思考] ","listText":"[暗中观察] [思考] ","text":"[暗中观察] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966093056","repostId":"1180282997","repostType":4,"isVote":1,"tweetType":1,"viewCount":3068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968596923,"gmtCreate":1669251941563,"gmtModify":1676538173625,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"themes":[],"htmlText":"[暗中观察] [思考] ","listText":"[暗中观察] [思考] ","text":"[暗中观察] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968596923","repostId":"1100377985","repostType":4,"repost":{"id":"1100377985","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":1669248173,"share":"https://ttm.financial/m/news/1100377985?lang=en_US&edition=fundamental","pubTime":"2022-11-24 08:02","market":"hk","language":"zh","title":"Last night this morning | The Federal Reserve suddenly \"released doves\", the Nasdaq rose nearly 1%, and Tesla rose nearly 8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100377985","media":"老虎资讯综合","summary":"摘要：①美联储突然”放鸽“，美股2连涨，特斯拉暴涨3000亿；②美油盘中大跌5%，美欧天然气暴涨；③德国将对能源公司征收33%暴利税；④乌克兰再遭大规模空袭。海外行情1、联储纪要暗示放缓加息美股集体收","content":"<p><html><head></head><body>Abstract: ① The Federal Reserve suddenly \"released pigeons\", U.S. stocks rose for two consecutive days, Tesla soared by 300 billion; ② U.S. oil fell 5% during the session, and natural gas in the United States and Europe soared; ③ Germany will impose a 33% windfall profits tax on energy companies; ④ Ukraine suffered another large-scale air strike.<img src=\"https://static.tigerbbs.com/6afe682da70c8867031dccd3245e0cf5\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. Fed minutes hinted at a slowdown in rate hike, U.S. stocks collectively closed higher, the Nasdaq rose nearly 1%</p><p>U.S. stocks closed higher on Wednesday. The minutes of the Federal Reserve meeting show that most officials believe that the pace of interest rate hikes is expected to slow down \"soon\", and Fed economists believe that the possibility of a recession in the United States next year is as high as 50%. The U.S. initial unemployment claims data last week and the October durable goods orders index both exceeded expectations, and the consumer confidence index fell to 56.8 in November.</p><p>As of the close, the Nasdaq index rose 0.99%; The Dow Jones index rose 0.28%, hitting a new closing high since April 21; The S&P 500 rose 0.59%.</p><p>Large technology stocks rose collectively,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.59%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 1.00%, Meta up 0.72%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 1.45%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It rose 1.04% and Netflix rose 1.68%.</p><p>New energy vehicle stocks generally rose,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 7.82%, the largest single-day increase since July, and its single-day market value rose by US $42 billion (approximately RMB 305.6 billion).</p><p>2. Popular Chinese concept stocks generally rose<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 3%</p><p>Popular Chinese concept stocks generally rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 3.30%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 1.36%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down 0.07%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 0.99%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 2.02%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Down 0.27%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up 1.73%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose 2.06%, Manbang rose 13.19%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose 5.49%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up 3.98%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 3.59%.</p><p>3. Major European stock indexes collectively closed higher, and the German DAX30 index rose 0.04%</p><p>Major European stock indexes collectively closed higher on Wednesday, with Germany's DAX30 index rising 0.04%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.17%, the French CAC40 index rose 0.32%, and the European Stoxx 50 index rose 0.42%.</p><p>4. US WTI crude oil closed down 3.7% on Wednesday</p><p>West Texas Intermediate crude oil (WTI) futures for January delivery fell $3.01, or 3.7%, to close at $77.94 a barrel on the U.S. Mercantile Exchange on Wednesday. December natural gas futures closed up 7.80% at $7.3080 per million British thermal units.</p><p>EIA data showed that U.S. distillate and gasoline inventories increased more than expected last week, which weighed on oil prices. The market is also assessing the outlook for crude oil demand.</p><p>5. New York gold futures prices closed up 0.3% on Wednesday</p><p>Gold futures for December delivery on the U.S. Mercantile Exchange rose $5.7, or 0.33%, to close at $1,745.60 an ounce on Wednesday.</p><p>The minutes of the Federal Reserve meeting said that Fed officials believed that the Federal Reserve would soon slow down the pace of rate hike, which supported gold prices.</p><p>Macro News</p><p>1、<a href=\"https://laohu8.com/NW/1157048662\" target=\"_blank\">Fed meeting minutes: Most officials support slowing down the pace of rate hike, terminal interest rates may be higher than expected</a></p><p>Minutes from the November meeting released Wednesday showed that most Fed officials believed they should slow down their rate hike after four consecutive 75-basis-point rate hike.</p><p>\"The overwhelming majority of participants felt that slowing the pace of rate hike might soon be appropriate,\" the minutes said. Some officials said the risk is rising that the Fed's rate hike this year may exceed what is needed to bring inflation down to its 2% target. Others warned that a continued rate hike of 75 basis points would increase the risk of instability or chaos in the financial system.</p><p>2. Fed researchers predict that the probability of a U.S. recession next year is about 50%</p><p>The minutes of the November 1-2 policy meeting released by the Federal Reserve on Wednesday showed that internal economists at the Federal Reserve predict that the probability of the U.S. economy falling into recession next year is close to 50%.</p><p>According to the minutes of the meeting, \"Weak growth in real spending in the domestic private sector, deteriorating global outlook and tightening financial conditions are all considered to pose prominent downside risks to real economic activity forecasts; in addition, the continued decline in inflation may require financial conditions to be higher than expected. The possibility of tightening is also seen as a downside risk.\"</p><p>3. EU countries promote the chip bill and plan to invest more than 43 billion euros to support local supply chains</p><p>On Wednesday (November 23) local time, EU member states agreed to invest more than 43 billion euros in developing the chip industry, aiming to support local chip supply chains and reduce dependence on American and Asian manufacturers.</p><p>In February this year, the European Commission announced the much-watched \"Chip Act\", which plans to significantly increase the EU's share of global chip production. Europe's share of chip production has dropped from 24% in 2000 to 8% today, and the Chips Act aims to increase that figure to 20% by 2030.</p><p>4. The U.S. economy is contracting under the tide of radical rate hike: many PMI indicators have fallen below the boom-bust line</p><p>On Wednesday (November 23) local time, financial analysis company<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The latest data report released shows that the U.S. manufacturing and service purchasing managers' index (PMI) continued to decline in November, and both indicators were below the boom-bust line.</p><p>Specific data shows that the initial value of U.S. manufacturing PMI in November fell to 47.6 from 50.4 last month, setting a new 30-month low; The initial value of the manufacturing output index fell below the 50 boom-bust line, falling to 47.2 from 50.7 last month, also recording a 30-month low.</p><p>5. Germany plans to impose a 33% windfall profits tax on energy companies, but the tax rate is accused of not being high enough</p><p>According to media reports citing sources from the German Ministry of Finance, the German government plans to impose a windfall profits tax of up to 33% on natural gas, oil and coal companies. This special tax is expected to bring in revenue of 1-3 billion euros.</p><p>The tax, called the \"EU Energy Crisis Contribution\", will be implemented by the end of 2022. The number of companies taxed is expected to reach double digits, and the new tax targets the profits of these companies in 2022 and 2023, people familiar with the matter said.</p><p>6. EU negotiations on Russian oil price cap reach a deadlock</p><p>According to media reports citing sources, negotiations among EU countries reached a deadlock on Wednesday night over the level at which the G7 price cap on Russian crude oil should be set.</p><p>The European Commission's proposal is $65 a barrel, but Poland and the Baltic countries oppose it, arguing that the price is too generous to Moscow, people familiar with the matter said. However, some countries with larger shipping industries, including Greece and Malta, don't want the price cap below $70, the high end of the price range proposed by the European Union earlier on Wednesday.</p><p>The situation between Russia and Ukraine</p><p>1. Polish Defense Minister: It is recommended that Germany deploy the air defense missile system originally planned to assist Poland in western Ukraine</p><p>On November 23, local time, Polish Deputy Prime Minister and Defense Minister Blaszczak said that he had made a proposal to Germany to transfer the \"Patriot\" air defense missile system originally planned to assist Poland to Ukraine and deploy it in western Ukraine. Blaszczak said this will help prevent more casualties and power outages in Ukraine, and at the same time strengthen security on the eastern Polish border.</p><p>2. Ukraine suffered another large-scale air strike: the entire territory entered a state of power outage, and the capital Kiev suspended water supply</p><p>On Wednesday (November 23) local time, Ukrainian power grid company Ukrenergo announced that after being attacked by a large-scale Russian missile, the entire territory of Ukraine had entered a state of power outage. In addition, the mayor of Kiev announced that water supply was suspended in all regions of Kiev.</p><p>Earlier that day, explosions occurred in many places in Ukraine, including the capital Kiev, Lviv and Odessa. According to the local government, many important infrastructure facilities were attacked, and water and electricity supplies in some areas were interrupted.</p><p>3. The United Nations Security Council will hold an interim meeting on the situation in Ukraine</p><p>On November 23, local time, at the request of the United States and Albania, the United Nations Security Council will hold an interim meeting on the situation in Ukraine at 16:00 that day. Ukrainian President Volodymyr Zelensky said that day that he had instructed Ukraine's permanent representative to the United Nations to request an emergency meeting of the United Nations Security Council. It is also understood that Ukrainian President Zelensky may attend the meeting via video. In addition, DiCarlo, Under-Secretary-General of the United Nations for Political and Peacebuilding Affairs, is expected to brief the relevant situation.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Stock price rebounded</p><p>At the close of trading on Wednesday, Eastern Time, Tesla's stock price rose 7.82% to close at $183.2 per share.</p><p>Tesla's market cap wiped nearly $300 billion in two months, and a growing list of analysts said the company's shares were near rock bottom, pushing its shares higher on Wednesday.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Adam Jonas said earlier that Tesla is approaching his bearish price target of $150, providing investors with an opportunity to buy the dip.<a href=\"https://laohu8.com/S/C\">Citigroup</a>Analysts upgraded Tesla on Wednesday.</p><p>Relevant statistics show that most Tesla analysts rate the stock as a buy or equivalent to a buy.</p><p>2. Credit Suisse predicts losses in the fourth quarter, stock price falls by more than 6%</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>On Wednesday, it warned that it expected to lose 1.5 billion Swiss francs (about 1.6 billion US dollars) in the fourth quarter, and many customers chose to withdraw funds due to concerns about its financial situation, making its situation even more difficult. Credit Suisse U.S. stocks closed down 6.36% on Wednesday to close at $3.83 per share.</p><p>Credit Suisse revealed that from September 30 to November 11, its net asset value continued to flow out, accounting for approximately 6% of its assets under management (US $1.47 trillion). The bank said late last month that news spread on social media amplified investor concerns about its financial health, leading to massive outflows, a trend that continued in the first two weeks of October.</p><p>3、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Plans to invest $1 billion a year to make cinema films</p><p>According to media sources quoted, Amazon plans to invest more than $1 billion a year to make movies that will be released in theaters, which is the largest investment by Internet companies in theaters.</p><p>Amazon aims to produce 12 to 15 cinemas a year, people familiar with the matter said. Next year, Amazon will release a smaller number of films in theaters and increase production over time. Eventually Amazon will release movies neck and neck with major studios such as Paramount Pictures.</p><p>4. Private equity firms<a href=\"https://laohu8.com/S/VGL.AU\">Vista</a>Equity Partners mulls acquisition of software company Coupa</p><p>According to media reports citing sources, private equity firms<a href=\"https://laohu8.com/S/VGL.AU\">Vista</a>Equity Partners is considering acquiring vendor management software company Coupa Software. Vista has been in talks with Coupa, which is working with a consultant, the people said. The deal isn't going to happen anytime soon, and Vista may choose not to do it, the people said. It is reported that there may be other buyers who also want to acquire Coupa.</p><p>5. It is rumored that major shareholder IFP opposes<a href=\"https://laohu8.com/S/NWS\">News Corp</a>Potential Merger of-A and Fox Corporation-A</p><p>According to reports,<a href=\"https://laohu8.com/S/NWSA\">News Corp</a>-A and Fox Corp.-A's majority shareholder, Independent Franchise Partners, opposes Rupert Murdoch's plan to restructure the media giant, saying the merger may not deliver the full value of the company, which the investor would prefer to see<a href=\"https://laohu8.com/S/NWS\">News Corp</a>Was spun off for sale.</p><p>Earlier, another shareholder, activist investor Irenic Capital Management, also voiced opposition to a potential merger of the two companies, saying it would undervalue<a href=\"https://laohu8.com/S/NWSA\">News Corp</a>The value of.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night this morning | The Federal Reserve suddenly \"released doves\", the Nasdaq rose nearly 1%, and Tesla rose nearly 8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night this morning | The Federal Reserve suddenly \"released doves\", the Nasdaq rose nearly 1%, and Tesla rose nearly 8%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-11-24 08:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The Federal Reserve suddenly \"released pigeons\", U.S. stocks rose for two consecutive days, Tesla soared by 300 billion; ② U.S. oil fell 5% during the session, and natural gas in the United States and Europe soared; ③ Germany will impose a 33% windfall profits tax on energy companies; ④ Ukraine suffered another large-scale air strike.<img src=\"https://static.tigerbbs.com/6afe682da70c8867031dccd3245e0cf5\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. Fed minutes hinted at a slowdown in rate hike, U.S. stocks collectively closed higher, the Nasdaq rose nearly 1%</p><p>U.S. stocks closed higher on Wednesday. The minutes of the Federal Reserve meeting show that most officials believe that the pace of interest rate hikes is expected to slow down \"soon\", and Fed economists believe that the possibility of a recession in the United States next year is as high as 50%. The U.S. initial unemployment claims data last week and the October durable goods orders index both exceeded expectations, and the consumer confidence index fell to 56.8 in November.</p><p>As of the close, the Nasdaq index rose 0.99%; The Dow Jones index rose 0.28%, hitting a new closing high since April 21; The S&P 500 rose 0.59%.</p><p>Large technology stocks rose collectively,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.59%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 1.00%, Meta up 0.72%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 1.45%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It rose 1.04% and Netflix rose 1.68%.</p><p>New energy vehicle stocks generally rose,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 7.82%, the largest single-day increase since July, and its single-day market value rose by US $42 billion (approximately RMB 305.6 billion).</p><p>2. Popular Chinese concept stocks generally rose<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 3%</p><p>Popular Chinese concept stocks generally rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 3.30%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 1.36%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down 0.07%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 0.99%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 2.02%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Down 0.27%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up 1.73%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose 2.06%, Manbang rose 13.19%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose 5.49%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up 3.98%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 3.59%.</p><p>3. Major European stock indexes collectively closed higher, and the German DAX30 index rose 0.04%</p><p>Major European stock indexes collectively closed higher on Wednesday, with Germany's DAX30 index rising 0.04%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.17%, the French CAC40 index rose 0.32%, and the European Stoxx 50 index rose 0.42%.</p><p>4. US WTI crude oil closed down 3.7% on Wednesday</p><p>West Texas Intermediate crude oil (WTI) futures for January delivery fell $3.01, or 3.7%, to close at $77.94 a barrel on the U.S. Mercantile Exchange on Wednesday. December natural gas futures closed up 7.80% at $7.3080 per million British thermal units.</p><p>EIA data showed that U.S. distillate and gasoline inventories increased more than expected last week, which weighed on oil prices. The market is also assessing the outlook for crude oil demand.</p><p>5. New York gold futures prices closed up 0.3% on Wednesday</p><p>Gold futures for December delivery on the U.S. Mercantile Exchange rose $5.7, or 0.33%, to close at $1,745.60 an ounce on Wednesday.</p><p>The minutes of the Federal Reserve meeting said that Fed officials believed that the Federal Reserve would soon slow down the pace of rate hike, which supported gold prices.</p><p>Macro News</p><p>1、<a href=\"https://laohu8.com/NW/1157048662\" target=\"_blank\">Fed meeting minutes: Most officials support slowing down the pace of rate hike, terminal interest rates may be higher than expected</a></p><p>Minutes from the November meeting released Wednesday showed that most Fed officials believed they should slow down their rate hike after four consecutive 75-basis-point rate hike.</p><p>\"The overwhelming majority of participants felt that slowing the pace of rate hike might soon be appropriate,\" the minutes said. Some officials said the risk is rising that the Fed's rate hike this year may exceed what is needed to bring inflation down to its 2% target. Others warned that a continued rate hike of 75 basis points would increase the risk of instability or chaos in the financial system.</p><p>2. Fed researchers predict that the probability of a U.S. recession next year is about 50%</p><p>The minutes of the November 1-2 policy meeting released by the Federal Reserve on Wednesday showed that internal economists at the Federal Reserve predict that the probability of the U.S. economy falling into recession next year is close to 50%.</p><p>According to the minutes of the meeting, \"Weak growth in real spending in the domestic private sector, deteriorating global outlook and tightening financial conditions are all considered to pose prominent downside risks to real economic activity forecasts; in addition, the continued decline in inflation may require financial conditions to be higher than expected. The possibility of tightening is also seen as a downside risk.\"</p><p>3. EU countries promote the chip bill and plan to invest more than 43 billion euros to support local supply chains</p><p>On Wednesday (November 23) local time, EU member states agreed to invest more than 43 billion euros in developing the chip industry, aiming to support local chip supply chains and reduce dependence on American and Asian manufacturers.</p><p>In February this year, the European Commission announced the much-watched \"Chip Act\", which plans to significantly increase the EU's share of global chip production. Europe's share of chip production has dropped from 24% in 2000 to 8% today, and the Chips Act aims to increase that figure to 20% by 2030.</p><p>4. The U.S. economy is contracting under the tide of radical rate hike: many PMI indicators have fallen below the boom-bust line</p><p>On Wednesday (November 23) local time, financial analysis company<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The latest data report released shows that the U.S. manufacturing and service purchasing managers' index (PMI) continued to decline in November, and both indicators were below the boom-bust line.</p><p>Specific data shows that the initial value of U.S. manufacturing PMI in November fell to 47.6 from 50.4 last month, setting a new 30-month low; The initial value of the manufacturing output index fell below the 50 boom-bust line, falling to 47.2 from 50.7 last month, also recording a 30-month low.</p><p>5. Germany plans to impose a 33% windfall profits tax on energy companies, but the tax rate is accused of not being high enough</p><p>According to media reports citing sources from the German Ministry of Finance, the German government plans to impose a windfall profits tax of up to 33% on natural gas, oil and coal companies. This special tax is expected to bring in revenue of 1-3 billion euros.</p><p>The tax, called the \"EU Energy Crisis Contribution\", will be implemented by the end of 2022. The number of companies taxed is expected to reach double digits, and the new tax targets the profits of these companies in 2022 and 2023, people familiar with the matter said.</p><p>6. EU negotiations on Russian oil price cap reach a deadlock</p><p>According to media reports citing sources, negotiations among EU countries reached a deadlock on Wednesday night over the level at which the G7 price cap on Russian crude oil should be set.</p><p>The European Commission's proposal is $65 a barrel, but Poland and the Baltic countries oppose it, arguing that the price is too generous to Moscow, people familiar with the matter said. However, some countries with larger shipping industries, including Greece and Malta, don't want the price cap below $70, the high end of the price range proposed by the European Union earlier on Wednesday.</p><p>The situation between Russia and Ukraine</p><p>1. Polish Defense Minister: It is recommended that Germany deploy the air defense missile system originally planned to assist Poland in western Ukraine</p><p>On November 23, local time, Polish Deputy Prime Minister and Defense Minister Blaszczak said that he had made a proposal to Germany to transfer the \"Patriot\" air defense missile system originally planned to assist Poland to Ukraine and deploy it in western Ukraine. Blaszczak said this will help prevent more casualties and power outages in Ukraine, and at the same time strengthen security on the eastern Polish border.</p><p>2. Ukraine suffered another large-scale air strike: the entire territory entered a state of power outage, and the capital Kiev suspended water supply</p><p>On Wednesday (November 23) local time, Ukrainian power grid company Ukrenergo announced that after being attacked by a large-scale Russian missile, the entire territory of Ukraine had entered a state of power outage. In addition, the mayor of Kiev announced that water supply was suspended in all regions of Kiev.</p><p>Earlier that day, explosions occurred in many places in Ukraine, including the capital Kiev, Lviv and Odessa. According to the local government, many important infrastructure facilities were attacked, and water and electricity supplies in some areas were interrupted.</p><p>3. The United Nations Security Council will hold an interim meeting on the situation in Ukraine</p><p>On November 23, local time, at the request of the United States and Albania, the United Nations Security Council will hold an interim meeting on the situation in Ukraine at 16:00 that day. Ukrainian President Volodymyr Zelensky said that day that he had instructed Ukraine's permanent representative to the United Nations to request an emergency meeting of the United Nations Security Council. It is also understood that Ukrainian President Zelensky may attend the meeting via video. In addition, DiCarlo, Under-Secretary-General of the United Nations for Political and Peacebuilding Affairs, is expected to brief the relevant situation.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Stock price rebounded</p><p>At the close of trading on Wednesday, Eastern Time, Tesla's stock price rose 7.82% to close at $183.2 per share.</p><p>Tesla's market cap wiped nearly $300 billion in two months, and a growing list of analysts said the company's shares were near rock bottom, pushing its shares higher on Wednesday.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Adam Jonas said earlier that Tesla is approaching his bearish price target of $150, providing investors with an opportunity to buy the dip.<a href=\"https://laohu8.com/S/C\">Citigroup</a>Analysts upgraded Tesla on Wednesday.</p><p>Relevant statistics show that most Tesla analysts rate the stock as a buy or equivalent to a buy.</p><p>2. Credit Suisse predicts losses in the fourth quarter, stock price falls by more than 6%</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>On Wednesday, it warned that it expected to lose 1.5 billion Swiss francs (about 1.6 billion US dollars) in the fourth quarter, and many customers chose to withdraw funds due to concerns about its financial situation, making its situation even more difficult. Credit Suisse U.S. stocks closed down 6.36% on Wednesday to close at $3.83 per share.</p><p>Credit Suisse revealed that from September 30 to November 11, its net asset value continued to flow out, accounting for approximately 6% of its assets under management (US $1.47 trillion). The bank said late last month that news spread on social media amplified investor concerns about its financial health, leading to massive outflows, a trend that continued in the first two weeks of October.</p><p>3、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Plans to invest $1 billion a year to make cinema films</p><p>According to media sources quoted, Amazon plans to invest more than $1 billion a year to make movies that will be released in theaters, which is the largest investment by Internet companies in theaters.</p><p>Amazon aims to produce 12 to 15 cinemas a year, people familiar with the matter said. Next year, Amazon will release a smaller number of films in theaters and increase production over time. Eventually Amazon will release movies neck and neck with major studios such as Paramount Pictures.</p><p>4. Private equity firms<a href=\"https://laohu8.com/S/VGL.AU\">Vista</a>Equity Partners mulls acquisition of software company Coupa</p><p>According to media reports citing sources, private equity firms<a href=\"https://laohu8.com/S/VGL.AU\">Vista</a>Equity Partners is considering acquiring vendor management software company Coupa Software. Vista has been in talks with Coupa, which is working with a consultant, the people said. The deal isn't going to happen anytime soon, and Vista may choose not to do it, the people said. It is reported that there may be other buyers who also want to acquire Coupa.</p><p>5. It is rumored that major shareholder IFP opposes<a href=\"https://laohu8.com/S/NWS\">News Corp</a>Potential Merger of-A and Fox Corporation-A</p><p>According to reports,<a href=\"https://laohu8.com/S/NWSA\">News Corp</a>-A and Fox Corp.-A's majority shareholder, Independent Franchise Partners, opposes Rupert Murdoch's plan to restructure the media giant, saying the merger may not deliver the full value of the company, which the investor would prefer to see<a href=\"https://laohu8.com/S/NWS\">News Corp</a>Was spun off for sale.</p><p>Earlier, another shareholder, activist investor Irenic Capital Management, also voiced opposition to a potential merger of the two companies, saying it would undervalue<a href=\"https://laohu8.com/S/NWSA\">News Corp</a>The value of.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"513500":"标普500ETF","DXD":"两倍做空道琼30指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","BK4559":"巴菲特持仓","SDS":"两倍做空标普500 ETF-ProShares","BK4550":"红杉资本持仓",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares","03086":"华夏纳指","BK4551":"寇图资本持仓","IVV":"标普500ETF-iShares","BK4561":"索罗斯持仓","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","QQQ":"纳指100ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100377985","content_text":"摘要：①美联储突然”放鸽“，美股2连涨，特斯拉暴涨3000亿；②美油盘中大跌5%，美欧天然气暴涨；③德国将对能源公司征收33%暴利税；④乌克兰再遭大规模空袭。海外行情1、联储纪要暗示放缓加息美股集体收高纳指涨近1%美股周三收高。美联储会议纪要显示多数官员认为“不久后”可望放慢升息步伐，联储经济学家认为明年美国衰退的可能性高达50%。美上周初请失业救济数据与10月耐用品订单指数均超出预期，11月消费者信心指数降至56.8。截至收盘，纳斯达克指数涨幅为0.99%；道琼斯指数涨幅为0.28%，创4月21日以来收盘新高；标普500指数涨幅为0.59%。大型科技股集体上涨，苹果涨0.59%，亚马逊涨1.00%，Meta涨0.72%，谷歌涨1.45%，微软涨1.04%，奈飞涨1.68%。新能源汽车股普遍上涨，特斯拉涨7.82%，创7月以来最大单日涨幅，单日市值大涨420亿美元（约合人民币3056亿元）。2、热门中概股普涨阿里巴巴涨超3%热门中概股普涨，阿里巴巴涨3.30%，京东涨1.36%，拼多多跌0.07%，哔哩哔哩涨0.99%，百度涨2.02%，新东方跌0.27%，网易涨1.73%，爱奇艺涨2.06%，满帮涨13.19%，蔚来汽车涨5.49%，小鹏汽车涨3.98%，理想汽车涨3.59%。3、欧洲主要股指集体收涨德国DAX30指数涨0.04%欧股主要指数周三集体收涨，德国DAX30指数涨0.04%，英国富时100指数涨0.17%，法国CAC40指数涨0.32%，欧洲斯托克50指数涨0.42%。4、周三美国WTI原油收跌3.7%周三美国商品交易所1月交割的西德州中质原油（WTI）期货价格下跌3.01美元，跌幅为3.7%，收于每桶77.94美元。12月天然气期货收涨7.80%，收于每百万英热单位7.3080美元。EIA数据显示美国上周馏分油与汽油库存增幅超预期，令油价受到打压。市场同时还在评估原油需求前景。5、周三纽约黄金期货价格收高0.3%周三美国商品交易所12月交割的黄金期货价格上涨5.7美元，涨幅为0.33%，收于每盎司1745.60美元。美联储会议纪要称联储官员认为美联储很快将放缓加息步伐，令金价得到支撑。宏观新闻1、美联储会议纪要：多数官员支持放缓加息步伐 终端利率或高于预期周三公布的11月会议纪要显示，大多数美联储官员认为，在连续四次加息75个基点后，他们应该放缓加息步伐。会议纪要称：“绝大多数与会者认为，放缓加息步伐可能很快就合适了。”一些官员表示，美联储今年的加息可能超过了将通胀降至2%目标所需的水平，这种风险正在上升。其他人警告称，若继续以75个基点的幅度加息，将增加金融体系不稳定或混乱的风险。2、美联储研究人员预计明年美国经济衰退的可能性约为50%美联储周三公布的11月1-2日政策会议纪要显示，联储内部经济学家预计，明年美国经济陷入衰退的可能性接近50%。会议纪要称，“国内私人领域的实际支出增长乏力，全球前景恶化且金融条件收紧，这些都被认为构成对实际经济活动预测的突出下行风险；此外，通胀持续下降或需要金融条件以高于预期的程度紧缩，这个可能性也被视为一种下行风险”。3、欧盟国家推进芯片法案 拟投资逾430亿欧元扶持本土供应链当地时间周三（11月23日），欧盟成员国同意投入超过430亿欧元用于发展芯片行业，旨在扶持本土芯片供应链，减少对美国和亚洲制造商的依赖。今年2月，欧盟委员会公布了备受关注的《芯片法案》，计划大幅提升欧盟在全球的芯片生产份额。欧洲在芯片生产中所占的份额从2000年的24%下降到了如今的8%，而《芯片法案》的目标是到2030年将这一数字提升到20%。4、激进加息潮下美经济走向收缩：多项PMI指标均跌破荣枯线当地时间周三（11月23日），金融分析公司标普全球公布的最新数据报告显示，11月美国制造业和服务业采购经理指数（PMI）继续下行，两项指标均低于荣枯线。具体数据显示，美国11月份制造业PMI初值从上月的50.4降至47.6，刷新30个月来低位；制造业产出指数初值跌破50荣枯线，从上月的50.7跌至47.2，也录得30个月新低。5、德国计划对能源公司征收33%的暴利税 却被指税率不够高据媒体援引德国财政部消息人士报道，德国政府计划对天然气、石油和煤炭公司征收高达33%的暴利税，预计这项特别税将带来10-30亿欧元的收入。知情人士称，这项税收名为“欧盟能源危机贡献”，将在2022年年底实施，被征税的公司数量预计达到两位数，新税收针对的是这些公司2022年和2023年的利润。6、欧盟关于俄油价格上限的谈判陷入僵局据媒体援引消息人士报道，围绕七国集团对俄罗斯原油的价格上限应该设置在什么水平，欧盟各国之间的的谈判在周三晚间陷入僵局。知情人士称，欧盟委员会的提议是每桶65美元，但波兰和波罗的海国家对此表示反对，认为这个价格对莫斯科方面过于慷慨。但是，包括希腊和马耳他在内的一些拥有较大规模航运业的国家不希望价格上限低于70美元，也就是欧盟周三早些时候提出的价格区间的高端。俄乌局势1、波兰国防部长：建议德国将原计划援助波兰的防空导弹系统部署在乌克兰西部地区当地时间11月23日，波兰副总理兼国防部长布瓦什恰克表示，他已向德国提出建议，将原计划援助波兰的“爱国者”防空导弹系统转运至乌克兰，并部署在乌西部地区。布瓦什恰克称，这将有助于防止乌克兰出现更多人员伤亡和停电，同时也能加强波兰东部边境的安全。2、乌克兰再遭大规模空袭：全境进入停电状态 首都基辅暂停供水当地时间周三(11月23日)，乌克兰电网公司Ukrenergo宣布，在遭到俄罗斯大规模导弹袭击之后，乌克兰全境进入停电状态。此外，基辅市长宣布，基辅所有地区暂停供水。当天稍早前，包括首都基辅、利沃夫、敖德萨等在内的乌克兰多地发生爆炸。当地称，多处重要基础设施遭到袭击，部分地区水电供应中断。3、联合国安理会将就乌克兰局势举行临时会议当地时间11月23日，应美国、阿尔巴尼亚要求，联合国安理会将在当天16时就乌克兰局势举行临时会议。乌克兰总统泽连斯基当天表示，他已指示乌克兰常驻联合国代表要求联合国安理会召开紧急会议。另据了解，乌克兰总统泽连斯基或通过视频方式参会。此外，联合国负责政治与和平建设事务的副秘书长迪卡洛预计将对相关情况进行通报。公司新闻1、特斯拉股价强势反弹美东时间周三收盘，特斯拉股价大涨7.82%，收于183.2美元/股。特斯拉的市值在两个月内蒸发了近3000亿美元，越来越多的分析师表示，该公司的股价已接近谷底，从而在周三推高了其股价。摩根士丹利分析师Adam Jonas早些时候表示，特斯拉正在接近他的看跌目标价150美元，这为投资者提供了逢低买入的机会。花旗分析师周三上调了特斯拉评级。相关统计显示，大多数特斯拉分析师对该股的评价都是买入或相当于买入。2、瑞信预告四季度亏损 股价跌超6%瑞士信贷周三警告称，预计第四季度将亏损15亿瑞郎(约合16亿美元)，出于对其财务状况的担忧，许多客户选择撤离资金，导致其处境更加艰难。瑞信周三美股收盘跌6.36%，收于3.83美元/股。瑞信透露，9月30日至11月11日期间，其资产净值持续外流，外流资金大约占其管理资产(1.47万亿美元)的6%。该行上月底表示，社交媒体上传播的消息放大了投资者对其财务健康状况的担忧情绪，导致大量资金外流，这一趋势在10月的前两周仍在延续。3、亚马逊计划每年投资10亿美元制作院线电影据媒体援引消息人士报道，亚马逊计划每年投入逾10亿美元制作将在影院上映的电影，这是互联网公司在影院投入的最大一笔资金。知情人士称，亚马逊的目标是每年制作12至15部在院线上映的电影。明年，亚马逊将在影院上映较少数量的电影，并随着时间的推移增加产量。最终亚马逊的电影发行数量将与派拉蒙影业等主要电影公司并驾齐驱。4、私募股权公司Vista Equity Partners考虑收购软件公司Coupa据媒体援引消息人士报道，私募股权公司Vista Equity Partners正在考虑收购供应商管理软件公司Coupa Software。知情人士说，Vista已经与Coupa进行了谈判，后者正在与一名顾问合作。知情人士称，交易不会很快达成，而且Vista可能会选择不进行交易。据悉，可能会出现其他买家也想要收购Coupa。5、传大股东IFP反对新闻集团-A和福克斯公司-A的潜在合并据报道，新闻集团-A和福克斯公司-A的大股东Independent Franchise Partners反对鲁伯特·默多克重组传媒巨头的计划，称合并可能无法实现公司的全部价值，这位投资者更希望看到新闻集团被分拆出售。此前，另一位股东、激进投资者Irenic Capital Management也表示反对上述两家公司的潜在合并，称其将低估新闻集团的价值。","news_type":1,"symbols_score_info":{"513500":0.9,"ESmain":0.9,"SQQQ":0.9,"NQmain":0.9,"DXD":0.9,"SPY":0.9,"IVV":0.9,"QLD":0.9,".DJI":0.9,".IXIC":0.9,"QQQ":0.9,"TQQQ":0.9,"TSLA":0.9,"OEF":0.9,"UDOW":0.9,"SDS":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":1885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963147125,"gmtCreate":1668640988467,"gmtModify":1676538087466,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963147125","repostId":"1116759935","repostType":4,"repost":{"id":"1116759935","kind":"news","pubTimestamp":1668607214,"share":"https://ttm.financial/m/news/1116759935?lang=en_US&edition=fundamental","pubTime":"2022-11-16 22:00","market":"us","language":"zh","title":"What did Buffett see when he bought chip stocks for the first time?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116759935","media":"华尔街见闻","summary":"股神对台积电的关注，可能已长达十年之久。","content":"<p><html><head></head><body>When a company's stock price is cut in half during the year, there is a high probability that it will lose the favor of investors or even be ruthlessly erased from the list.</p><p>However, when a company can buck the trend with strong performance, the stock price falling below the mark can actually help it become the focus of the stage spotlight, and it may even find that Buffett is already sitting at the forefront of the audience.</p><p>This is the way<a href=\"https://laohu8.com/S/TSM\">TSMC</a>。</p><p>After being optimistic by the industry, it is expected to be defeated<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>, after winning the throne of semiconductors, TSMC, with its own efforts, not only made chip stocks \"favored\" by Buffett for the first time, but also directly jumped to<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway's top ten heavyweight stocks have become<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The second largest technology stock after the company, with a position of US $4.1 billion (approximately RMB 29 billion).</p><p><img src=\"https://static.tigerbbs.com/ceb4a594da02960a53ca7ef15c3d5fbb\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Credit: whalewisdom</p><p><b>The first bold move stems from long-term \"secret observation\". The stock god may have been paying attention to TSMC for ten years.</b></p><p>According to the media, Nobunaga Chai, special research consultant of the Optoelectronic Technology Industry Association (PIDA), said:</p><p>When Buffett took action, he had spent at least a decade monitoring the financial performance and fundamentals of the target company. So, Buffett spent ten years, what kind of \"moat\" did he see from TSMC?</p><p>Perhaps as Tom Russo, a partner at Gardner, Russo & Quinn, which owns a stake in Berkshire, said, he believes that Berkshire's reason for increasing its stake in TSMC is<b>\"Berkshire believes the world cannot live without the products produced by TSMC\".</b></p><p><b>Leading technology advantages</b></p><p>As the world's largest chip manufacturer, TSMC accounts for more than 55% of the global chip foundry market.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, AVGO, Samsung, and<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>The space agency is on its customer list. In the 7nm process and 5nm process technology, the proportion is as high as 85% and 90% respectively. TSMC holds key technologies and has become the undisputed leader.</p><p>In terms of the most advanced 3nm process technology, TSMC also ranks at the forefront of the industry and has achieved mass production this quarter.</p><p>Under this speed of progress, if the rival Samsung continues to be mired in yield problems, then TSMC may directly form a monopoly position on 3nm, and Apple is likely to \"grab the jackpot\" and become its first customer, with seven other customers. Big customers followed closely behind.</p><p>And even though it has maintained a fairly obvious lead, TSMC has not slowed down at all.<b>TSMC President Wei Zhejia promised in August this year that 2nm can be guaranteed to be mass-produced in 2025.</b></p><p>It is precisely by virtue of its huge technological advantages that TSMC has successfully resisted the decline in demand in the consumer electronics market. Even though smartphone and PC manufacturers have joined the \"order cutting tide\" one after another, TSMC has not suffered a violent storm like its peers. In the first quarter of this year, HPC (high-performance computing) accounted for more than smartphones in TSMC's revenue for the first time.</p><p>Therefore, although Gartner, the world's most authoritative IT research and consulting company, has predicted that the semiconductor industry will shrink by 2.5% in 2023, for TSMC, 2023 is a year of growth.</p><p><b>Strong financial performance</b></p><p>Excellent profit margins and stable balance sheets are also sharp swords in TSMC's hands, becoming its powerful \"moat\".</p><p>Looking back on the past five years, TSMC's average gross profit is as high as 50%, and it is currently expected to further climb to 55% in 2022, breaking through the constraints of the industry's downward cycle in one fell swoop.</p><p><img src=\"https://static.tigerbbs.com/62828e0c179cedeb75b62f1108c72201\" tg-width=\"631\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Credit: Seekingalpha</p><p>In the past ten years, TSMC's revenue has also jumped from US $15 billion to more than US $60 billion. This is largely due to TSMC's growth in market share, as well as the growth of the end markets it serves, such as smartphones, high-performance computers and data centers, IoT devices, automobiles, etc.</p><p><img src=\"https://static.tigerbbs.com/e7917e912c2262fc056d468a5a9dcb98\" tg-width=\"607\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>TSMC's revenue over the past decade (Image: Seekingalpha)</p><p>It is worth mentioning that TSMC's average single-quarter performance growth rate in the past ten years was about 16.8%, and this figure has doubled to 36.65% in the near future, leaving Intel and Samsung far behind. Intel's average single-quarter growth rate is only 2.9%,<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>It is 5.3%.</p><p><img src=\"https://static.tigerbbs.com/88ad3ddf4a9b725536a6605d9b46a611\" tg-width=\"623\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>Comparison of single-quarter performance growth rates of TSMC, Intel, and Samsung Electronics (Image source: Seekingalpha)</p><p>In addition, a solid balance sheet also makes TSMC's competitors out of reach.</p><p>Although the chip industry is capital-intensive and often requires tens of billions of funds to develop new technologies and new production capacity, TSMC's balance sheet remains highly liquid.</p><p><b>Compared with long-term debt, TSMC has more cash and short-term investments.</b>Cash accounts for more than 25% of total assets. As of the end of the third quarter of this year, TSMC held US $47 billion in cash and short-term investments, compared with US $27 billion in total debt.</p><p><img src=\"https://static.tigerbbs.com/9227d80c1a1db0246a58fd706ad877a1\" tg-width=\"595\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/></p><p>TSMC's cash and short-term investments, long-term debt trends so far this year (Source: Seekingalpha)</p><p>This also means that when the development of the industry falls into a downturn, an excellent financial situation can help TSMC stabilize its position, have the courage to choose ways to move forward and resist unknown risks.</p><p>The latest results also once again reflect TSMC's strong financial performance.</p><p>TSMC's revenue in October reached NT $210.266 billion (approximately 47.941 billion yuan), an increase of 56.3% over the same period last year. The cumulative revenue from January to October this year was approximately NT $1.85 trillion (approximately 421.8 billion yuan), a year-on-year increase of 44%. In addition, in the third quarter, TSMC's gross profit rose to 60.4%, an increase of 1.3 percentage points from the previous quarter, higher than the previous gross profit margin guidance of 57.5%-59.5%.</p><p><b>Attractive valuation levels</b></p><p>The attractive valuation is also considered a key factor in Buffett's favor of TSMC.</p><p>As mentioned earlier, after experiencing a sharp pullback/retracement this year, the trading value of TSMC's stock price is relatively low. At present, TSMC's enterprise value multiple (EV/EBITDA) is only 7.8 times, and its forward P/E is even lower, about 7 times, which is far lower than the company's average level over the past 10 years.</p><p>And compared with the valuation levels of many leading semiconductor companies in the West, TSMC is \"far behind\". Dutch ASML, Nvidia, AMD, and Intel are valued at 30x, 37x, 20x, and 15x, respectively.</p><p><img src=\"https://static.tigerbbs.com/723eb6b27a203fc08418d96945153cfa\" tg-width=\"611\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Credit: Seekingalpha</p><p>Nobunaga Chai, a special research consultant at the Optoelectronic Technology Industry Association (PIDA), summarized the reasons why TSMC was heavily held by Buffett and said:</p><p>As a value investing guru, Buffet only chooses companies with optimistic long-term prospects, good financial status and profitability, and relatively low P/E (PE) and price-to-book ratio (PB) ratios.<b>And TSMC passed all tests when its stock price fell below the mark in the third quarter.</b>And according to Buffett's point of view, he believes that during the period of great inflation, investors should pay attention to two major business characteristics when looking for targets:<b>(1) Have the ability to easily raise prices; (2) Being able to do more business without excessive spending.</b></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>What did Buffett see when he bought chip stocks for the first time?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nWhat did Buffett see when he bought chip stocks for the first time?\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\">2022-11-16 22:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>When a company's stock price is cut in half during the year, there is a high probability that it will lose the favor of investors or even be ruthlessly erased from the list.</p><p>However, when a company can buck the trend with strong performance, the stock price falling below the mark can actually help it become the focus of the stage spotlight, and it may even find that Buffett is already sitting at the forefront of the audience.</p><p>This is the way<a href=\"https://laohu8.com/S/TSM\">TSMC</a>。</p><p>After being optimistic by the industry, it is expected to be defeated<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>, after winning the throne of semiconductors, TSMC, with its own efforts, not only made chip stocks \"favored\" by Buffett for the first time, but also directly jumped to<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway's top ten heavyweight stocks have become<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The second largest technology stock after the company, with a position of US $4.1 billion (approximately RMB 29 billion).</p><p><img src=\"https://static.tigerbbs.com/ceb4a594da02960a53ca7ef15c3d5fbb\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Credit: whalewisdom</p><p><b>The first bold move stems from long-term \"secret observation\". The stock god may have been paying attention to TSMC for ten years.</b></p><p>According to the media, Nobunaga Chai, special research consultant of the Optoelectronic Technology Industry Association (PIDA), said:</p><p>When Buffett took action, he had spent at least a decade monitoring the financial performance and fundamentals of the target company. So, Buffett spent ten years, what kind of \"moat\" did he see from TSMC?</p><p>Perhaps as Tom Russo, a partner at Gardner, Russo & Quinn, which owns a stake in Berkshire, said, he believes that Berkshire's reason for increasing its stake in TSMC is<b>\"Berkshire believes the world cannot live without the products produced by TSMC\".</b></p><p><b>Leading technology advantages</b></p><p>As the world's largest chip manufacturer, TSMC accounts for more than 55% of the global chip foundry market.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, AVGO, Samsung, and<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>The space agency is on its customer list. In the 7nm process and 5nm process technology, the proportion is as high as 85% and 90% respectively. TSMC holds key technologies and has become the undisputed leader.</p><p>In terms of the most advanced 3nm process technology, TSMC also ranks at the forefront of the industry and has achieved mass production this quarter.</p><p>Under this speed of progress, if the rival Samsung continues to be mired in yield problems, then TSMC may directly form a monopoly position on 3nm, and Apple is likely to \"grab the jackpot\" and become its first customer, with seven other customers. Big customers followed closely behind.</p><p>And even though it has maintained a fairly obvious lead, TSMC has not slowed down at all.<b>TSMC President Wei Zhejia promised in August this year that 2nm can be guaranteed to be mass-produced in 2025.</b></p><p>It is precisely by virtue of its huge technological advantages that TSMC has successfully resisted the decline in demand in the consumer electronics market. Even though smartphone and PC manufacturers have joined the \"order cutting tide\" one after another, TSMC has not suffered a violent storm like its peers. In the first quarter of this year, HPC (high-performance computing) accounted for more than smartphones in TSMC's revenue for the first time.</p><p>Therefore, although Gartner, the world's most authoritative IT research and consulting company, has predicted that the semiconductor industry will shrink by 2.5% in 2023, for TSMC, 2023 is a year of growth.</p><p><b>Strong financial performance</b></p><p>Excellent profit margins and stable balance sheets are also sharp swords in TSMC's hands, becoming its powerful \"moat\".</p><p>Looking back on the past five years, TSMC's average gross profit is as high as 50%, and it is currently expected to further climb to 55% in 2022, breaking through the constraints of the industry's downward cycle in one fell swoop.</p><p><img src=\"https://static.tigerbbs.com/62828e0c179cedeb75b62f1108c72201\" tg-width=\"631\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Credit: Seekingalpha</p><p>In the past ten years, TSMC's revenue has also jumped from US $15 billion to more than US $60 billion. This is largely due to TSMC's growth in market share, as well as the growth of the end markets it serves, such as smartphones, high-performance computers and data centers, IoT devices, automobiles, etc.</p><p><img src=\"https://static.tigerbbs.com/e7917e912c2262fc056d468a5a9dcb98\" tg-width=\"607\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>TSMC's revenue over the past decade (Image: Seekingalpha)</p><p>It is worth mentioning that TSMC's average single-quarter performance growth rate in the past ten years was about 16.8%, and this figure has doubled to 36.65% in the near future, leaving Intel and Samsung far behind. Intel's average single-quarter growth rate is only 2.9%,<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>It is 5.3%.</p><p><img src=\"https://static.tigerbbs.com/88ad3ddf4a9b725536a6605d9b46a611\" tg-width=\"623\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>Comparison of single-quarter performance growth rates of TSMC, Intel, and Samsung Electronics (Image source: Seekingalpha)</p><p>In addition, a solid balance sheet also makes TSMC's competitors out of reach.</p><p>Although the chip industry is capital-intensive and often requires tens of billions of funds to develop new technologies and new production capacity, TSMC's balance sheet remains highly liquid.</p><p><b>Compared with long-term debt, TSMC has more cash and short-term investments.</b>Cash accounts for more than 25% of total assets. As of the end of the third quarter of this year, TSMC held US $47 billion in cash and short-term investments, compared with US $27 billion in total debt.</p><p><img src=\"https://static.tigerbbs.com/9227d80c1a1db0246a58fd706ad877a1\" tg-width=\"595\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/></p><p>TSMC's cash and short-term investments, long-term debt trends so far this year (Source: Seekingalpha)</p><p>This also means that when the development of the industry falls into a downturn, an excellent financial situation can help TSMC stabilize its position, have the courage to choose ways to move forward and resist unknown risks.</p><p>The latest results also once again reflect TSMC's strong financial performance.</p><p>TSMC's revenue in October reached NT $210.266 billion (approximately 47.941 billion yuan), an increase of 56.3% over the same period last year. The cumulative revenue from January to October this year was approximately NT $1.85 trillion (approximately 421.8 billion yuan), a year-on-year increase of 44%. In addition, in the third quarter, TSMC's gross profit rose to 60.4%, an increase of 1.3 percentage points from the previous quarter, higher than the previous gross profit margin guidance of 57.5%-59.5%.</p><p><b>Attractive valuation levels</b></p><p>The attractive valuation is also considered a key factor in Buffett's favor of TSMC.</p><p>As mentioned earlier, after experiencing a sharp pullback/retracement this year, the trading value of TSMC's stock price is relatively low. At present, TSMC's enterprise value multiple (EV/EBITDA) is only 7.8 times, and its forward P/E is even lower, about 7 times, which is far lower than the company's average level over the past 10 years.</p><p>And compared with the valuation levels of many leading semiconductor companies in the West, TSMC is \"far behind\". Dutch ASML, Nvidia, AMD, and Intel are valued at 30x, 37x, 20x, and 15x, respectively.</p><p><img src=\"https://static.tigerbbs.com/723eb6b27a203fc08418d96945153cfa\" tg-width=\"611\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Credit: Seekingalpha</p><p>Nobunaga Chai, a special research consultant at the Optoelectronic Technology Industry Association (PIDA), summarized the reasons why TSMC was heavily held by Buffett and said:</p><p>As a value investing guru, Buffet only chooses companies with optimistic long-term prospects, good financial status and profitability, and relatively low P/E (PE) and price-to-book ratio (PB) ratios.<b>And TSMC passed all tests when its stock price fell below the mark in the third quarter.</b>And according to Buffett's point of view, he believes that during the period of great inflation, investors should pay attention to two major business characteristics when looking for targets:<b>(1) Have the ability to easily raise prices; (2) Being able to do more business without excessive spending.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3675167\">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/8c2a3e5a129f96410f8e57e1dc840bde","relate_stocks":{"TSM":"台积电","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3675167","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1116759935","content_text":"当一家公司股价在年内一度腰斩，大概率会失去投资者的宠爱，甚至被无情地从名单上抹去。然而当一家公司能凭借强劲业绩逆势向上，股价跌破关口反倒可助其成为舞台聚光灯下的焦点，甚至它会发现，巴菲特已然坐在观众席前列。这就是台积电。继被业内看好有望击败三星和英特尔，勇夺半导体王座之后，台积电凭借一己之力，不仅令芯片股首次获得巴菲特“垂青”，自己也直接跃升为伯克希尔哈撒韦前十大重仓股，成为苹果公司之后的第二大科技股，仓位达到41亿美元（约合人民币近290亿元）。图片来源：whalewisdom首次大胆出手，源自长期“暗中观察”，股神对台积电的关注，可能已长达十年之久。媒体称，光电科技工业协进会（PIDA）的特别研究顾问Nobunaga Chai表示：当巴菲特采取行动时，他已经至少花了十年时间，来监控目标公司的财务表现和基本面情况。所以，巴菲特耗费十年光阴，究竟从台积电看到了什么“护城河”？或许正如拥有伯克希尔股份的Gardner, Russo&Quinn的合伙人Tom Russo所说，他认为伯克希尔增持台积电的理由是“伯克希尔相信世界离不开台积电生产的产品”。领先的技术优势作为全球规模最大的芯片制造商，台积电在全球芯片代工市场占据55%以上的份额，高通、英伟达、AVGO、三星以及美国航空航天局都位列其客户名单。在7纳米制程和5纳米制程工艺的占比更是分别高达85%和90%，台积电手握关键技术，成为无可争议的领导者。在最为先进的3纳米制程工艺上，台积电同样位列行业前列，已在本季度实现量产。在这种前进速度之下，如果劲敌三星继续深陷良率问题，那么台积电或将在3纳米上直接形成垄断地位，苹果很可能“抢得头彩”，成为它第一个客户，另有七大客户紧随其后。而且即便已经保持相当明显的领先优势，台积电丝毫没有放慢脚步。台积电总裁魏哲家已经在今年8月承诺，2纳米可以保证在2025年量产。台积电也正是凭借巨大的技术优势，成功抵挡住消费电子市场的需求颓势，即使智能手机和PC厂商接连加入“砍单潮”，台积电也未如同行一般遭受猛烈风暴。在今年一季度，HPC（高性能计算）在台积电营收中的占比首次超过智能手机。因此，尽管全球最具权威的IT研究与顾问咨询公司Gartner已经预计半导体行业将在2023年萎缩2.5%，但于台积电而言，2023年反倒是增长之年。强劲的财务表现出色的利润率和稳健的资产负债表同样是台积电手中利刃，成为其强悍的“护城河”。回顾过去五年，台积电的平均毛利润高达50%，目前预计在2022年将进一步攀升至55%，一举冲破行业下行周期的禁锢。图片来源：Seekingalpha而在过去十年间，台积电的营收也从150亿美元跃升至超过600亿美元。这在很大程度上得益于台积电市场份额的增长，以及其所服务的终端市场的增长，例如智能手机、高性能计算机和数据中心、物联网设备、汽车等。台积电过去十年营收（图片来源：Seekingalpha）值得一提的是，台积电过去十年的平均单季业绩增长率约为16.8%，而这个数字在近期更是直接翻番达到36.65%，将英特尔和三星远远甩在身后。英特尔的平均单季增长率仅为2.9%，三星电子则为5.3%。台积电、英特尔、三星电子单季业绩增速对比（图片来源：Seekingalpha）此外，稳健的资产负债表也令台积电的竞争对手可望而不可即。虽然芯片行业属于资本密集型，动辄需投入数百亿资金用于开发新技术及新产能，但是台积电的资产负债表保持高流动性。相比于长期债务，台积电拥有更多的现金和短期投资，其中现金占总资产比例超过25%。截至今年三季度末，台积电持有470亿美元的现金和短期投资，相比之下债务总额为270亿美元。今年迄今为止，台积电现金及短期投资、长期债务趋势（来源：Seekingalpha）这也意味着，当行业发展陷入低迷期时，出色的财务状况可以帮助台积电稳住地位，勇于选定前进方面并可抵御未知风险。最新业绩也再度反映了台积电强劲的财务表现。台积电10月营收高达2102.66亿元新台币（约合479.41亿元人民币），较去年同期增加了56.3%。今年1-10月累计营收约为1.85万亿元新台币（约合4218亿元人民币），同比增加44%。另外在三季度，台积电毛利润上行至60.4%，环比增长1.3个百分点，高于此前57.5%-59.5%的毛利率指引。诱人的估值水平充满吸引力的估值也被认为是巴菲特青睐台积电的关键因素。正如前文提及，在今年经历大幅回撤之后，台积电股价的交易价值相对处于低位。目前台积电的企业价值倍数（EV/EBITDA）仅为7.8倍，远期市盈率甚至更低，约为7倍，远低于公司过去10年的平均水平。而且和西方众多领先半导体公司的估值水平相比，台积电更是“相差甚远”。荷兰ASML、英伟达、AMD和英特尔的估值分别为30倍、37倍、20倍和15倍。图片来源：Seekingalpha光电科技工业协进会（PIDA）的特别研究顾问Nobunaga Chai总结台积电被巴菲特重仓原因时表示：作为价值投资大师，巴菲特只选择长期前景乐观、财务状况及盈利能力良好、市盈率 (PE) 和市账率 (PB) 均相对较低的公司比率，而台积电在第三季度股价跌破关口时通过了所有测试。而且按照巴菲特的观点，他认为在大通胀时期，投资者在寻找标的时应注重两大商业特征：（1）拥有轻松提高价格的能力；（2） 能够在不过度支出的情况下开展更多业务。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963090772,"gmtCreate":1668551479396,"gmtModify":1676538072841,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"themes":[],"htmlText":" [思考] ","listText":" [思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963090772","repostId":"1151505719","repostType":4,"repost":{"id":"1151505719","kind":"news","pubTimestamp":1668512921,"share":"https://ttm.financial/m/news/1151505719?lang=en_US&edition=fundamental","pubTime":"2022-11-15 19:48","market":"us","language":"zh","title":"In addition to selling BYD, what else did Buffett do in the third quarter?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151505719","media":"财经杂志","summary":"巴菲特最新的持仓与调仓数据似乎正越来越超乎投资者的预期。","content":"<p><div>There is an almost constant logic in Buffett's investment philosophy, that is, in addition to the growth potential of the stock price, the stocks he buys must also have good dividend ability. Text | Zhang Yun Buffett's latest position and position adjustment data seems to be increasingly exceeding investors' expectations. On November 14, 2022, Berkshire Hathaway, under the leadership of Buffett, announced its position data as of the end of the third quarter of this year-that is, the 13F document. The company invested US $4.1 billion (about 28.881 billion yuan) in the third quarter.) bought TSMC, which suffered a \"order cut\" incident not long ago. This Is Berkshire Hathaway's Most Third Quarter Buys...</p><p><a href=\"https://mp.weixin.qq.com/s/HmW3S5ZLqMJju045LRpnKw\">Web link</a></div></p>","source":"caijing","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>In addition to selling BYD, what else did Buffett do in the third quarter?</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\">\nIn addition to selling BYD, what else did Buffett do in the third quarter?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">财经杂志</strong><span class=\"h-time small\">2022-11-15 19:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>There is an almost constant logic in Buffett's investment philosophy, that is, in addition to the growth potential of the stock price, the stocks he buys must also have good dividend ability. Text | Zhang Yun Buffett's latest position and position adjustment data seems to be increasingly exceeding investors' expectations. On November 14, 2022, Berkshire Hathaway, under the leadership of Buffett, announced its position data as of the end of the third quarter of this year-that is, the 13F document. The company invested US $4.1 billion (about 28.881 billion yuan) in the third quarter.) bought TSMC, which suffered a \"order cut\" incident not long ago. This Is Berkshire Hathaway's Most Third Quarter Buys...</p><p><a href=\"https://mp.weixin.qq.com/s/HmW3S5ZLqMJju045LRpnKw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/HmW3S5ZLqMJju045LRpnKw\">财经杂志</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.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://mp.weixin.qq.com/s/HmW3S5ZLqMJju045LRpnKw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151505719","content_text":"巴菲特的投资理念中有一个几乎不变的逻辑，那就是买入的股票除了股价具备增长潜力，还必须有良好的分红能力。文 | 张云巴菲特最新的持仓与调仓数据似乎正越来越超乎投资者的预期。2022年11月14日，巴菲特执掌的伯克希尔·哈撒韦公布了截至今年三季度末持仓数据——即13F文件，该公司在三季度出资41亿美元（约合288.81亿元人民币）买进了不久前遭遇“砍单”事件的台积电。这是伯克希尔·哈撒韦三季度买入最多的股票。该公司前五大买入标的还有西方石油、雪佛龙、路易斯安那太平洋。同时，伯克希尔·哈撒韦三季度前五大减持股分别是：美国合众银行、动视暴雪、纽约梅隆银行、克罗格以及地产投资信托Store Capital。11月11日香港联合交易所公布的文件显示，伯克希尔·哈撒韦再度出售578万股比亚迪H股股份，套现金额约11.38亿港元。这是伯克希尔·哈撒韦年内的第四次有公开数据的比亚迪减持行为。根据减持均价粗略估算，今年该公司约减持了25.18亿港元（约合22.64亿元人民币）的比亚迪H股。以持股比例来算，伯克希尔·哈撒韦对比亚迪的持股已经从今年6月30日中报披露时的占H股总股本的20.49%，下降至如今的16.62%。比亚迪10月销售数据显示，该公司10月产量220107辆，同比增长147.23%，环比增长7.43%；销量217816辆，同比增长142.19%，环比增长8.23%，产销数据依然亮眼。同时比亚迪披露的投资者关系活动文件显示，进入11月后，该公司已经密集接待了十批机构投资者进行调研，频率较前几个月大幅增加。伯克希尔·哈撒韦披露的三季度持仓数据，引发市场投资者的关注，主要集中在两个方面：一是买入台积电的逻辑；二是减持比亚迪的逻辑。市场人士普遍认为，巴菲特购入台积电，相当于认同未来芯片在各行各业中的重要性。13F文件发布后的11月15日，叠加隔夜中美首脑会晤的利好，A股中的半导体公司开始发力，Wind（万得）半导体指数（886063.WI）全天上涨4.86%，成交金额达到825.77亿元。至于巴菲特为何减持比亚迪，和合首创（香港）执行董事陈达对《财经》记者表示，并不需要过度的解读，“估值高了就卖，也是多年的投资了，收益颇丰。”买入台积电，释放什么信号？台积电是今年争议相当大的一家上市公司。根据2021年数据，台积电前十大客户营收贡献中，苹果（APPL.US）公司占据绝对优势地位，该公司对台积电的营收贡献占比约为25.93%，第二大客户联发科占比只有5.80%。今年7月，外媒报道称台积电遭苹果、英伟达、AMD三大核心客户削减订单，其中，最大客户苹果削减了10%，AMD传闻削减了2万片7nm（纳米）及6nm晶圆。台积电对该消息不予置评，但当时其股价一夜下跌5.81%。11月初，又有消息称，由于3nm制程大客户临时取消订单，台积电大幅减少供应链订单，最多高达四五成，涵盖再生晶圆、关键耗材、设备等领域。台积电再次不回应该消息，只对外表示，3nm制程进度无改变。下游供应商方面则对外称，台积电的订单在三季度末确实有转弱。台积电并不是苹果产业链中唯一遭遇“砍单”的上市公司，歌尔股份（002241.SZ）同期也宣布了遭遇“砍单”，天风国际分析师郭明錤称，歌尔股份被砍的是高端无线耳机AirPods Pro2，停产比较可能源于生产问题，而非需求问题。高盛早前的一份研究报告显示，台积电在今年10月的分析师电话会议上，态度比此前的电话会议更为保守，“明确的说，台积电承认它看到了来自需求疲弱的影响。”在该电话会议上，台积电管理层表示将进一步把2022年的资本支出下降到360亿美元左右，此前外界一直认为台积电今年资本支出将保持在400亿美元。高盛认为，该资本支出削减计划比预期提前了，“此前我们预计削减计划在2023年”。悲观的情绪在产业链上下游弥漫，业内人士纷纷感叹这是半导体行业的艰难时刻，台积电股价也从今年1月的143.02美元高位一直下跌到最近的72.80美元附近，最低曾报59.43美元，截至11月14日数据，台积电从高位下跌了44.18%。以最低点计算，下跌幅度则有53.78%。在此情形下，巴菲特出手了。三季度中，伯克希尔·哈撒韦买入41亿美元、约6006万股的台积电。整个三季度，台积电股价下跌了26.61%，均价为83.25美元左右。这是巴菲特又一次大举买入科技股，不少人将其对台积电的投资与当初买入苹果的投资相提并论。一位伯克希尔·哈撒韦股东公开表示，该笔投资意味着伯克希尔·哈撒韦相信世界离不开台积电生产的产品。一位科技行业的分析师则对《财经》记者表示，该笔投资说明巴菲特在逆势布局苹果产业链的上游企业，“苹果是近年巴菲特最大手笔的科技投资，其丰厚的分红与回购给股东带来了巨大收益。在巴菲特的投资理念中有一个几乎不变的逻辑，那就是买入的股票除了股价具备增长潜力，还必须有良好的分红能力。”台积电是否与苹果一样具备良好的持续分红能力？Wind数据显示，近十年间，台积电在中国台湾地区的上市主体每年都有现金股利的分配，有时甚至会进行季度、半年度分红。台积电近三年在美股中的上市主体分红率为7.49%，苹果公司近十年分红率为16.94%。（台积电美股的分红数据）2022年巴菲特在致股东的信中曾经盛赞苹果的回购魔法，“对苹果的增持并没有花费伯克希尔的资金，而是苹果的回购起了作用。”但值得注意的是，台积电并不像苹果一样热衷于回购。今年10月，台积电管理层在三季度业绩发布后曾表示，台积电目前没有回购计划。减持比亚迪，浮盈近25倍除了逆势买入台积电，巴菲特近期另外一件颇受关注的投资行动则是持续减持比亚迪H股。根据香港联合交易所披露的数据，今年8月，巴菲特减持了133.10万股比亚迪H股，平均出售价格为277.1港元/股，约套现3.69亿港元；9月，减持了171.60万股，平均出售价格为262.72港元/股，约套现4.5亿港元；11月1日，减持了329.70万股，平均出售价格为169.87港元/股，约套现5.6亿港元；11月11日，减持了578.25万股，平均出售价格为196.99港元/股，约套现11.38亿港元。巴菲特持续减持背后是比亚迪亮眼的产销数据。天风证券表示，比亚迪10月新能源汽车产销量分别达22.01万辆和21.78万辆，延续9月超越20万辆的成绩，并双双创下历史新高。产销比约101.05%，产销数量接近，基本处于满销状态。在10月汽车市场需求减弱的背景下，比亚迪仍稳定住了优秀的产销增速。9月比亚迪新能源汽车动力电池及储能电池装机总量约为8.610GWh(千兆瓦时）。10月装机总量达10.188GWh，环比增长18%。2022年累计装机总量约为67.681GWh。各条战线产销数据一片大好，为何巴菲特依然持续减持？陈达认为，也许是估值合适，目前比亚迪的股价反映了比较乐观的预期，“价值投资也不是持有到永远”。国信证券一份汽车行业的研究报告显示，中信一级行业中的汽车行业整体PE（市盈率）为 42.74倍（截至11月11日），在所有中信一级行业中排第六，估值处于中上水平。纵向来看，汽车行业市盈率自 2021 年底以来经历大幅回调，从高位 55倍 以上的估值下修了约10%，目前已逐渐恢复至 2021 年初的水平。（中信一级行业汽车行业PE走势）但从十年的维度来看，汽车行业的估值仍在历史高位区间震荡。就比亚迪个股来说，比亚迪股份（H股）最高PE曾经在300倍左右，近期下降到50倍，近两年的平均PE高达149.23倍。（比亚迪近年PE变化）分红方面，比亚迪股份在近十年保持了11.37%的分红率，较台积电更高。但后者的PE在今年震荡下行的市场中，跌到了最新的12.75倍，而苹果公司的最新PE为23.64倍。以估值和分红综合考虑下，台积电显然要更契合巴菲特的建仓喜好。有市场观点认为，美国通胀见顶后美股的吸引力提升，巴菲特减持比亚迪是为了回归美国市场抄底。曾在华尔街任职的陈达并不认同该观点，“伯克希尔·哈撒韦不缺现金，没有这种必要，比亚迪中的资金并不多。”根据伯克希尔·哈撒韦最新的业绩报告，该公司现金和短期投资两项一共有超过1000亿美元。（伯克希尔·哈撒韦三季报中的现金流状况）按照香港联合交易所公布的数据显示，目前伯克希尔·哈撒韦对比亚迪的持股约为1.91亿股，11月15日，这部分股权的市值为373.37亿港元（约合47.72亿美元）。巴菲特2008年入股比亚迪的时候，每股成本约为8港元，今年四次减持平均价格已经涨到了每股207.75港元左右，十四年间光是股票单价就已经上涨了2496%，投资收益已经相当丰厚。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969576396,"gmtCreate":1668481943616,"gmtModify":1676538063862,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"themes":[],"htmlText":"[暗中观察] ","listText":"[暗中观察] ","text":"[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969576396","repostId":"1133541975","repostType":4,"repost":{"id":"1133541975","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":1668470691,"share":"https://ttm.financial/m/news/1133541975?lang=en_US&edition=fundamental","pubTime":"2022-11-15 08:04","market":"sh","language":"zh","title":"Last night and this morning | U.S. stocks accelerated their decline in late trading, the Nasdaq fell more than 1%, and the popular ones probably outperformed","url":"https://stock-news.laohu8.com/highlight/detail?id=1133541975","media":"老虎资讯综合","summary":"摘要：①隔夜美股收跌，纳指跌超1%，中概股多上涨；②伯克希尔哈撒韦、高瓴等多公司披露三季度持仓；③欧洲天然气暴涨20%；④OPEC年内第五次下调石油需求预期，美油重挫。海外市场1、投资者权衡美联储政策","content":"<p><html><head></head><body>Summary: ① U.S. stocks closed down overnight, the Nasdaq fell more than 1%, and Chinese concept stocks mostly rose; ②<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway, Hillhouse and other companies disclosed their positions in the third quarter; ③ European natural gas soared by 20%; ④ OPEC lowered its oil demand forecast for the fifth time this year, and U.S. oil fell sharply. Overseas Market</p><p>1. Investors weigh the direction of the Federal Reserve's policy, U.S. stocks close lower, the Nasdaq fell more than 1%</p><p>U.S. stocks closed lower on Monday. Markets continue to assess signs of cooling U.S. inflation against the possibility of the Federal Reserve shifting its aggressive monetary policy stance. Several large retailers will report earnings this week. As of the close, the Dow Jones index fell 0.63%, the Nasdaq index fell 1.12%, and the S&P 500 index fell 0.89%.</p><p>Most large technology stocks fell,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 2%,<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Fell more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down 2.6%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>It rose 3.15%.</p><p>The pharmaceutical and non-ferrous metal sectors rose, and Moderna rose more than 4%.<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Rose more than 3%,<a href=\"https://laohu8.com/S/NUE\">Nucor Steel</a>Up more than 2%. Automobile manufacturing and energy stocks were among the top losers, with Lucid falling more than 5%.<a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>Fell more than 3%,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Fell more than 2%.</p><p>2. Most popular Chinese concept stocks rose<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 3%</p><p>Most popular Chinese concept stocks rose, and the Nasdaq China Golden Dragon Index rose 0.47%.<a href=\"https://laohu8.com/S/YMM\">Manbang</a>Rose more than 9%,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Rose more than 6%, JD.com rose more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 2%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Slightly higher.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 3%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 2%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Fell more than 1%.</p><p>3. European stocks closed generally higher on Monday, and the German DAX30 index rose 0.62%</p><p>Major European stock indexes closed generally higher on Monday, with Germany's DAX30 index up 0.62% and France's CAC40 index up 0.22%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.92%, and the Euro Stoxx 50 index rose 0.49%.</p><p>4. U.S. WTI crude oil futures closed down 3.5% on Monday</p><p>The price of West Texas Intermediate crude oil futures for December delivery on the New York Mercantile Exchange fell $3.09, or 3.5%, to settle at $85.87 a barrel. The futures rose 2.9% last Friday. The Organization of the Petroleum Exporting Countries (OPEC) announced a reduction in its global crude oil demand forecast for 2022, putting pressure on crude oil prices.</p><p>5. New York gold futures closed up 0.4% on Monday, hitting a new high since mid-August</p><p>Gold futures for December delivery on the New York Mercantile Exchange rose $7.50, or 0.4%, to close at $1,776.90 an ounce, the highest closing price since August 16.</p><p>International macro</p><p>1. A cold wave forecast caused European natural gas to soar by 20%, and U.S. natural gas also experienced changes</p><p>European natural gas futures prices surged on Monday local time, mainly due to weather forecasts showing colder temperatures. At the same time, reduced supplies from Norway, Europe's largest gas exporter, also drove prices higher.</p><p>The price of European benchmark Dutch TTF natural gas futures soared 20%, data showed. Weather forecasting agency Maxar is expecting some parts of Europe to get colder towards the end of this week after a long period of unusually warm weather, with temperatures expected to drop below freezing in Berlin. This should force people to start using heaters, boosting demand for natural gas. At the same time, U.S. natural gas futures changed sharply, rising 8% on Monday.</p><p>2. The G20 Business Summit calls for unity and cooperation to promote global recovery</p><p>The two-day G20 Business Summit closed in Bali, Indonesia on the 14th. The participants called on the international community to show the spirit of solidarity and cooperation, promote the global \"common recovery and strong recovery\", and achieve inclusive and sustainable growth of economic development.</p><p>Indonesian President Joko said at the closing ceremony that the world is facing multiple crises such as COVID-19 pandemic, food, energy and finance, but there is always a solution to the crisis. He called on everyone to remain optimistic and jointly promote global recovery.</p><p>3. Fed's second-in-command Brainard: It may be appropriate to slow down the pace of rate hike in the short term</p><p>On Monday afternoon local time, Federal Reserve Vice Chairman Lael Brainard (Lael Brainard) attended a media event and became another Fed official who signaled that \"the Fed is slowing down the pace of rate hike.\"</p><p>At the beginning of this month, the Federal Reserve issued its fourth consecutive 75 basis point rate hike, and the range of Federal Funds rate has reached 3.75%-4%. As the expected peak interest rate is getting closer and closer, which coincides with last week's CPI data falling more than expected. At present, the whole market is eagerly looking forward to any signal to slow down the rate hike or even stop the rate hike.</p><p>Brainard stressed: \"It is appropriate to possibly slow down the pace of rate hike in the short term. But I think what really needs to be emphasized is that the Fed has done a lot of work, but there is more to be done.\"</p><p>4. OPEC lowered its oil demand forecast for this year for the fifth time this year</p><p>After sharply lowering its global oil demand forecast in its October monthly report, OPEC once again emphasized in its latest monthly report that in view of macroeconomic challenges such as high inflation and rising interest rates, it will lower its oil demand forecast for this year for the fifth time since April this year, and simultaneously lower its forecast for next year.</p><p>In OPEC's monthly report released on Monday, November 14, the organization stated that global oil demand in 2022 is expected to increase by 2.6% year-on-year to 2.55 million barrels per day, a decrease of 100,000 barrels per day from last month's forecast, while next year's oil Demand growth was also revised down to 2.24 million barrels per day, a decrease of 100,000 barrels per day from last month's forecast.</p><p>5. The commissioning of the world's largest floating wind farm to power oil and gas platforms may cause controversy</p><p>On Monday local time, Equinor announced that the first unit of the Hywind Tampen project, known as the \"world's largest floating wind farm\", had generated electricity last weekend.</p><p>In the statement, Geir Tungesvik, executive vice president of Equinor, said many \"firsts\" in one breath: \"I am proud that the Hywind Tampen project has started production. This is the first offshore floating wind farm in Norway and the largest in the world. It is also the world's first wind farm to power oil and gas production units.\"</p><p>6. The German government nationalized the former Gazprom subsidiary, and the Polish government also took action</p><p>On Monday (November 14) local time, the German Ministry of Economy stated that the government will hold 100% of the shares of SEFE (Securing Energy for Europe GmbH, formerly known as Gazprom Germania), the former German subsidiary of Gazprom, and will increase its The company's loan increased to 13.8 billion euros.</p><p>On the same day, the Polish government also announced that it would take over the assets of Europolgaz, the Polish subsidiary of Gazprom, which is responsible for the gas supply of the Yamal-Europe natural gas pipeline in Poland.</p><p>7. ECB Vice President Guindos: The ECB will rate hike again</p><p>European Central Bank Vice President Guindos said that the European Central Bank will rate hike again; Inflation is still too high, and high inflation is expected to exceed the target level for some time; So far, inflation expectations remain under control; ECB policy must focus on reducing support for demand; Financial support measures must be temporary and targeted.</p><p>8. After the FTX crash, the correlation between Bitcoin and U.S. stocks fell to the lowest level this year</p><p>The sudden collapse of FTX has spread the crisis across the cryptocurrency space and wreaked havoc on once-existing links between cryptocurrencies and other financial assets, meaning that the influence of cryptocurrencies led by Bitcoin on global markets may be waning.</p><p>The data shows that Bitcoin fell 23% last week, the largest monthly decline since June last year. At the same time, the S&P 500 index rose 5.9%. A study pointed out that the correlation between the two has dropped to the lowest level this year. In addition, the performance gap between Bitcoin and the Nasdaq index has reached its largest level since 2020.</p><p>9. London lost the crown of Europe's largest stock market, and the new king is Paris</p><p>According to a data compiled by the media, in US dollars, the current total market value of the French stock market is about 2.823 trillion dollars, exceeding the total market value of the British stock market of about 2.821 trillion dollars. The data shows that since the Brexit referendum in 2016, the market value gap between the British and French stock markets has been narrowing from about $1.5 trillion.</p><p>Britain ceded the title of \"Europe's largest stock market\" to France as concerns about economic growth dragged down British assets and adjustments to China's epidemic prevention and control policies boosted French luxury goods stocks. Exchange rate movements are also partly to blame.</p><p>The situation between Russia and Ukraine</p><p>1. The Commander-in-Chief of the Ukrainian Army had a phone call with the Chairman of the Joint Chiefs of Staff of the US</p><p>Commander-in-Chief of the Ukrainian Armed Forces Zaluzhny posted on social media on the 14th local time that he had a phone call with Mark Milley, Chairman of the Joint Chiefs of Staff of the US Army that day. Zaluzhny said that the Ukrainian military will not accept any negotiation, agreement or compromise decision.</p><p>2. The first report after the Russia-Ukraine conflict said that the Turkish government was hosting secret talks between the United States and Russia</p><p>Today's Russian TV (RT) website quoted Kommersant on the 14th as saying that on the 14th, the Turkish government was hosting secret talks between the United States and Russia, and a Kremlin spokesman said that it would neither confirm nor deny this statement.</p><p>Russian media said that on the 14th, representatives of the United States and Russia held secret talks in Ankara, Turkey. According to sources, the Russian representative is Sergei Naryshkin, director of the Russian Foreign Intelligence Service. A White House official said that CIA Director Burns is visiting Turkey, and he will convey to the head of Russian intelligence about the possible consequences if Russia uses nuclear weapons.</p><p>The meeting was the first face-to-face meeting between high-level officials from the United States and Russia since the outbreak of the Russia-Ukraine conflict.</p><p>3. The EU has provided Ukraine with military equipment worth at least 8 billion euros</p><p>EU High Representative for Foreign Affairs and Security Policy Borrell revealed on the 14th local time that the EU has provided Ukraine with weapons and military equipment worth at least 8 billion euros.</p><p>4. The United States imposes sanctions on individuals, organizations and aircraft with ties to Russia</p><p>The U.S. Treasury Department announced a new round of sanctions list, targeting individuals, organizations and aircraft with ties to Russia. There are 14 people on the current sanctions list, including several relatives of Senator Suleiman Kerimov. The sanctions also include 28 organizations registered in Switzerland, Russia, the United Arab Emirates, the Virgin Islands and Luxembourg, as well as 8 aircraft.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/1192072806\" target=\"_blank\">Amazon is also said to be brewing 10,000 layoffs</a></p><p>According to a number of people familiar with the matter, Amazon plans to lay off about 10,000 jobs in its enterprise and technology departments, which is expected to start as soon as this week. If true, it will be the largest layoff ever for the world's largest online retailer. People familiar with the matter said that the layoffs are mainly concentrated in Amazon's device division, including voice assistant Alexa. In addition, the retail and human resources departments are also the key targets of layoffs. They added that the scale of layoffs has not yet been finalized, and if it remains at 10,000, it will account for 3% of the company's total employees.</p><p>2、<a href=\"https://laohu8.com/NW/2283283191\" target=\"_blank\">Amazon founder Bezos: Plans to donate most of his wealth in his lifetime</a></p><p>Amazon founder Jeff Bezos said in an interview that he plans to donate most of his wealth in his lifetime to fight climate change and support those who can unite mankind in the face of deep social and political differences. Bezos did not disclose specific details. This is the first time he has announced plans to donate most of his assets. Previously, Bezos was criticized for not signing The Giving Pledge. The Giving Pledge, launched by Bill Gates and Warren Buffett, was founded in 2010 to encourage the wealthy worldwide to devote at least half of their net worth to philanthropy, both during their lifetime and when they die. It should be noted that the donation pledge is a public commitment of donation intention, not a legal contract.</p><p>3、<a href=\"https://laohu8.com/S/FDX\">FedEx</a>: When the business environment permits the recall of temporarily laid off employees</p><p>FedEx said that it implemented the measures to temporarily lay off employees in some markets in the United States in response to the negative impact of the current business environment on the company's order volume; Some eligible employees will receive permanent transfer opportunities to other markets with recruitment needs; The company will continue to evaluate the commercial environment and recall temporarily laid off employees when the business environment permits.</p><p>4、<a href=\"https://laohu8.com/NW/2283428020\" target=\"_blank\">Bury, the \"big short\" prototype of Q2 clearance, returns to the market</a></p><p>According to the 13F document disclosed by the U.S. Securities and Exchange Commission (SEC) on Monday Eastern Time, Scion Asset Management, a hedge fund company run by Michael Burry, the prototype character of the movie \"The Big Short\", began to increase its positions in the third quarter, and the overall public holdings The size rose to $41.3 million. Scion once again increased its position in GEO Group, and Scion also added 5 new targets, namely Qurate Retail Group, private prison company CoreCivic, rocket manufacturer Aerojet Rocketdyne, Charter Communications and<a href=\"https://laohu8.com/S/LFG.AU\">Liberty</a>Latin America.</p><p>5、<a href=\"https://laohu8.com/NW/1195286651\" target=\"_blank\">Hillhouse's HHLR disclosed U.S. stock positions in the third quarter: Chinese concept stocks and new energy are the focus of allocation</a></p><p>On November 15, Beijing time, the website of the U.S. Securities and Exchange Commission (SEC) showed that HHLR Advisors released the latest U.S. stock position data.</p><p>In the third quarter, HHLR made centralized adjustments and allocations around Chinese concept stocks and new energy, reduced its holdings of companies invested in the primary market such as Manbang, and locked in profits; At the same time<a href=\"https://laohu8.com/S/LEGN\">Legendary creature</a>Nine Chinese concept stocks have increased their holdings and purchased new positions. Among the top ten Awkwardness stocks of HHLR, Chinese concept stocks account for seven. In addition, HHLR continues to be optimistic about new energy and adds positions<a href=\"https://laohu8.com/S/DQ\">Daqo New Energy</a>With<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>。</p><p>6、<a href=\"https://laohu8.com/NW/2283284429\" target=\"_blank\">Tiger Global Fund's Q3 holdings: JD.com is still the number one holding, increasing its holdings of Alphabet, Microsoft, etc.</a></p><p>According to the disclosure of the US Securities and Exchange Commission, Tiger Global Fund submitted its position report (13F) for the third quarter ended September 30, 2022. According to statistics, the total market value of Tiger Global Fund's positions in the fourth quarter reached US $10.893 billion, and the stock market value of the top ten positions accounted for approximately 64.64%. The top five holdings are JD.com, Microsoft, Now Services, Meta Platforms, and SEA. Judging from changes in position ratios, the top five buying targets are<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>、<a href=\"https://laohu8.com/S/WDAY\">Workday</a>, Alphabet, Uber and Microsoft; The top five selling targets include CrowdStrike, Nu Holdings, JD.com, and XPeng Motor.</p><p>7、<a href=\"https://laohu8.com/NW/2283284320\" target=\"_blank\">Sources say Apple will not significantly increase advertising on iPhone at present</a></p><p>According to The Information, people familiar with the matter said that Apple is not looking to add more ads to the iPhone and is happy with the current revenue growth. Apple launched two new advertising spaces in the App Store last month, namely the \"Today\" tab and at the bottom of other developers' app list product pages. Apple has suspended the display of certain controversial ad categories. Apple has also been criticized by the advertising industry for rolling out an app tracking transparency policy that weakens the power of third-party ad networks to share user data. Apple executives denied this, saying they targeted customer privacy and user experience.</p><p>8、<a href=\"https://laohu8.com/NW/2283236809\" target=\"_blank\">Berkshire builds long positions in the third quarter, TSMC increases holdings of Occidental Petroleum and Chevron</a></p><p>The 13F report shows that Berkshire opened positions in the third quarter to do long positions in TSMC, building materials manufacturer Louisiana-Pacific (LP), and Jeffery (JEF); Clearance Store Capital; Increase holdings of Occidental Petroleum, Chevron, RH, Paramount Global, and Celaness; Reduce holdings<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, New Zealand Silver Mellon,<a href=\"https://laohu8.com/S/KR\">Kroger</a>, General Motors, etc.; Awkwardness stocks include Apple,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Chevron,<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>And<a href=\"https://laohu8.com/S/AXP\">American Express</a>。</p><p>9、<a href=\"https://laohu8.com/NW/2283328086\" target=\"_blank\">Will you save the currency circle after defeating FTX? Changpeng Zhao said an industry recovery fund will be set up to help projects in liquidity crisis</a></p><p>Last Friday, FTX, which faces a multi-billion dollar funding gap, announced that it had filed for bankruptcy protection after Binance abandoned its acquisition of peer FTX. On the same day, Zhao Changpeng warned that the impact of the FTX crash has not yet fully appeared, and more companies will go bankrupt. The currency circle is facing a similar financial crisis to the 2008 financial crisis.</p><p>On Monday, November 14, Eastern Time, Binance CEO Changpeng Zhao tweeted: \"In order to reduce the collateral negative impact further caused by FTX, Binance will set up an industry recovery fund to help those projects that were originally strong but fell into a liquidity crisis.\"</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | U.S. stocks accelerated their decline in late trading, the Nasdaq fell more than 1%, and the popular ones probably outperformed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | U.S. stocks accelerated their decline in late trading, the Nasdaq fell more than 1%, and the popular ones probably outperformed\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-11-15 08:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. stocks closed down overnight, the Nasdaq fell more than 1%, and Chinese concept stocks mostly rose; ②<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway, Hillhouse and other companies disclosed their positions in the third quarter; ③ European natural gas soared by 20%; ④ OPEC lowered its oil demand forecast for the fifth time this year, and U.S. oil fell sharply. Overseas Market</p><p>1. Investors weigh the direction of the Federal Reserve's policy, U.S. stocks close lower, the Nasdaq fell more than 1%</p><p>U.S. stocks closed lower on Monday. Markets continue to assess signs of cooling U.S. inflation against the possibility of the Federal Reserve shifting its aggressive monetary policy stance. Several large retailers will report earnings this week. As of the close, the Dow Jones index fell 0.63%, the Nasdaq index fell 1.12%, and the S&P 500 index fell 0.89%.</p><p>Most large technology stocks fell,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 2%,<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Fell more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down 2.6%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>It rose 3.15%.</p><p>The pharmaceutical and non-ferrous metal sectors rose, and Moderna rose more than 4%.<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Rose more than 3%,<a href=\"https://laohu8.com/S/NUE\">Nucor Steel</a>Up more than 2%. Automobile manufacturing and energy stocks were among the top losers, with Lucid falling more than 5%.<a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>Fell more than 3%,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Fell more than 2%.</p><p>2. Most popular Chinese concept stocks rose<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 3%</p><p>Most popular Chinese concept stocks rose, and the Nasdaq China Golden Dragon Index rose 0.47%.<a href=\"https://laohu8.com/S/YMM\">Manbang</a>Rose more than 9%,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Rose more than 6%, JD.com rose more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 2%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Slightly higher.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 3%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 2%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Fell more than 1%.</p><p>3. European stocks closed generally higher on Monday, and the German DAX30 index rose 0.62%</p><p>Major European stock indexes closed generally higher on Monday, with Germany's DAX30 index up 0.62% and France's CAC40 index up 0.22%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.92%, and the Euro Stoxx 50 index rose 0.49%.</p><p>4. U.S. WTI crude oil futures closed down 3.5% on Monday</p><p>The price of West Texas Intermediate crude oil futures for December delivery on the New York Mercantile Exchange fell $3.09, or 3.5%, to settle at $85.87 a barrel. The futures rose 2.9% last Friday. The Organization of the Petroleum Exporting Countries (OPEC) announced a reduction in its global crude oil demand forecast for 2022, putting pressure on crude oil prices.</p><p>5. New York gold futures closed up 0.4% on Monday, hitting a new high since mid-August</p><p>Gold futures for December delivery on the New York Mercantile Exchange rose $7.50, or 0.4%, to close at $1,776.90 an ounce, the highest closing price since August 16.</p><p>International macro</p><p>1. A cold wave forecast caused European natural gas to soar by 20%, and U.S. natural gas also experienced changes</p><p>European natural gas futures prices surged on Monday local time, mainly due to weather forecasts showing colder temperatures. At the same time, reduced supplies from Norway, Europe's largest gas exporter, also drove prices higher.</p><p>The price of European benchmark Dutch TTF natural gas futures soared 20%, data showed. Weather forecasting agency Maxar is expecting some parts of Europe to get colder towards the end of this week after a long period of unusually warm weather, with temperatures expected to drop below freezing in Berlin. This should force people to start using heaters, boosting demand for natural gas. At the same time, U.S. natural gas futures changed sharply, rising 8% on Monday.</p><p>2. The G20 Business Summit calls for unity and cooperation to promote global recovery</p><p>The two-day G20 Business Summit closed in Bali, Indonesia on the 14th. The participants called on the international community to show the spirit of solidarity and cooperation, promote the global \"common recovery and strong recovery\", and achieve inclusive and sustainable growth of economic development.</p><p>Indonesian President Joko said at the closing ceremony that the world is facing multiple crises such as COVID-19 pandemic, food, energy and finance, but there is always a solution to the crisis. He called on everyone to remain optimistic and jointly promote global recovery.</p><p>3. Fed's second-in-command Brainard: It may be appropriate to slow down the pace of rate hike in the short term</p><p>On Monday afternoon local time, Federal Reserve Vice Chairman Lael Brainard (Lael Brainard) attended a media event and became another Fed official who signaled that \"the Fed is slowing down the pace of rate hike.\"</p><p>At the beginning of this month, the Federal Reserve issued its fourth consecutive 75 basis point rate hike, and the range of Federal Funds rate has reached 3.75%-4%. As the expected peak interest rate is getting closer and closer, which coincides with last week's CPI data falling more than expected. At present, the whole market is eagerly looking forward to any signal to slow down the rate hike or even stop the rate hike.</p><p>Brainard stressed: \"It is appropriate to possibly slow down the pace of rate hike in the short term. But I think what really needs to be emphasized is that the Fed has done a lot of work, but there is more to be done.\"</p><p>4. OPEC lowered its oil demand forecast for this year for the fifth time this year</p><p>After sharply lowering its global oil demand forecast in its October monthly report, OPEC once again emphasized in its latest monthly report that in view of macroeconomic challenges such as high inflation and rising interest rates, it will lower its oil demand forecast for this year for the fifth time since April this year, and simultaneously lower its forecast for next year.</p><p>In OPEC's monthly report released on Monday, November 14, the organization stated that global oil demand in 2022 is expected to increase by 2.6% year-on-year to 2.55 million barrels per day, a decrease of 100,000 barrels per day from last month's forecast, while next year's oil Demand growth was also revised down to 2.24 million barrels per day, a decrease of 100,000 barrels per day from last month's forecast.</p><p>5. The commissioning of the world's largest floating wind farm to power oil and gas platforms may cause controversy</p><p>On Monday local time, Equinor announced that the first unit of the Hywind Tampen project, known as the \"world's largest floating wind farm\", had generated electricity last weekend.</p><p>In the statement, Geir Tungesvik, executive vice president of Equinor, said many \"firsts\" in one breath: \"I am proud that the Hywind Tampen project has started production. This is the first offshore floating wind farm in Norway and the largest in the world. It is also the world's first wind farm to power oil and gas production units.\"</p><p>6. The German government nationalized the former Gazprom subsidiary, and the Polish government also took action</p><p>On Monday (November 14) local time, the German Ministry of Economy stated that the government will hold 100% of the shares of SEFE (Securing Energy for Europe GmbH, formerly known as Gazprom Germania), the former German subsidiary of Gazprom, and will increase its The company's loan increased to 13.8 billion euros.</p><p>On the same day, the Polish government also announced that it would take over the assets of Europolgaz, the Polish subsidiary of Gazprom, which is responsible for the gas supply of the Yamal-Europe natural gas pipeline in Poland.</p><p>7. ECB Vice President Guindos: The ECB will rate hike again</p><p>European Central Bank Vice President Guindos said that the European Central Bank will rate hike again; Inflation is still too high, and high inflation is expected to exceed the target level for some time; So far, inflation expectations remain under control; ECB policy must focus on reducing support for demand; Financial support measures must be temporary and targeted.</p><p>8. After the FTX crash, the correlation between Bitcoin and U.S. stocks fell to the lowest level this year</p><p>The sudden collapse of FTX has spread the crisis across the cryptocurrency space and wreaked havoc on once-existing links between cryptocurrencies and other financial assets, meaning that the influence of cryptocurrencies led by Bitcoin on global markets may be waning.</p><p>The data shows that Bitcoin fell 23% last week, the largest monthly decline since June last year. At the same time, the S&P 500 index rose 5.9%. A study pointed out that the correlation between the two has dropped to the lowest level this year. In addition, the performance gap between Bitcoin and the Nasdaq index has reached its largest level since 2020.</p><p>9. London lost the crown of Europe's largest stock market, and the new king is Paris</p><p>According to a data compiled by the media, in US dollars, the current total market value of the French stock market is about 2.823 trillion dollars, exceeding the total market value of the British stock market of about 2.821 trillion dollars. The data shows that since the Brexit referendum in 2016, the market value gap between the British and French stock markets has been narrowing from about $1.5 trillion.</p><p>Britain ceded the title of \"Europe's largest stock market\" to France as concerns about economic growth dragged down British assets and adjustments to China's epidemic prevention and control policies boosted French luxury goods stocks. Exchange rate movements are also partly to blame.</p><p>The situation between Russia and Ukraine</p><p>1. The Commander-in-Chief of the Ukrainian Army had a phone call with the Chairman of the Joint Chiefs of Staff of the US</p><p>Commander-in-Chief of the Ukrainian Armed Forces Zaluzhny posted on social media on the 14th local time that he had a phone call with Mark Milley, Chairman of the Joint Chiefs of Staff of the US Army that day. Zaluzhny said that the Ukrainian military will not accept any negotiation, agreement or compromise decision.</p><p>2. The first report after the Russia-Ukraine conflict said that the Turkish government was hosting secret talks between the United States and Russia</p><p>Today's Russian TV (RT) website quoted Kommersant on the 14th as saying that on the 14th, the Turkish government was hosting secret talks between the United States and Russia, and a Kremlin spokesman said that it would neither confirm nor deny this statement.</p><p>Russian media said that on the 14th, representatives of the United States and Russia held secret talks in Ankara, Turkey. According to sources, the Russian representative is Sergei Naryshkin, director of the Russian Foreign Intelligence Service. A White House official said that CIA Director Burns is visiting Turkey, and he will convey to the head of Russian intelligence about the possible consequences if Russia uses nuclear weapons.</p><p>The meeting was the first face-to-face meeting between high-level officials from the United States and Russia since the outbreak of the Russia-Ukraine conflict.</p><p>3. The EU has provided Ukraine with military equipment worth at least 8 billion euros</p><p>EU High Representative for Foreign Affairs and Security Policy Borrell revealed on the 14th local time that the EU has provided Ukraine with weapons and military equipment worth at least 8 billion euros.</p><p>4. The United States imposes sanctions on individuals, organizations and aircraft with ties to Russia</p><p>The U.S. Treasury Department announced a new round of sanctions list, targeting individuals, organizations and aircraft with ties to Russia. There are 14 people on the current sanctions list, including several relatives of Senator Suleiman Kerimov. The sanctions also include 28 organizations registered in Switzerland, Russia, the United Arab Emirates, the Virgin Islands and Luxembourg, as well as 8 aircraft.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/1192072806\" target=\"_blank\">Amazon is also said to be brewing 10,000 layoffs</a></p><p>According to a number of people familiar with the matter, Amazon plans to lay off about 10,000 jobs in its enterprise and technology departments, which is expected to start as soon as this week. If true, it will be the largest layoff ever for the world's largest online retailer. People familiar with the matter said that the layoffs are mainly concentrated in Amazon's device division, including voice assistant Alexa. In addition, the retail and human resources departments are also the key targets of layoffs. They added that the scale of layoffs has not yet been finalized, and if it remains at 10,000, it will account for 3% of the company's total employees.</p><p>2、<a href=\"https://laohu8.com/NW/2283283191\" target=\"_blank\">Amazon founder Bezos: Plans to donate most of his wealth in his lifetime</a></p><p>Amazon founder Jeff Bezos said in an interview that he plans to donate most of his wealth in his lifetime to fight climate change and support those who can unite mankind in the face of deep social and political differences. Bezos did not disclose specific details. This is the first time he has announced plans to donate most of his assets. Previously, Bezos was criticized for not signing The Giving Pledge. The Giving Pledge, launched by Bill Gates and Warren Buffett, was founded in 2010 to encourage the wealthy worldwide to devote at least half of their net worth to philanthropy, both during their lifetime and when they die. It should be noted that the donation pledge is a public commitment of donation intention, not a legal contract.</p><p>3、<a href=\"https://laohu8.com/S/FDX\">FedEx</a>: When the business environment permits the recall of temporarily laid off employees</p><p>FedEx said that it implemented the measures to temporarily lay off employees in some markets in the United States in response to the negative impact of the current business environment on the company's order volume; Some eligible employees will receive permanent transfer opportunities to other markets with recruitment needs; The company will continue to evaluate the commercial environment and recall temporarily laid off employees when the business environment permits.</p><p>4、<a href=\"https://laohu8.com/NW/2283428020\" target=\"_blank\">Bury, the \"big short\" prototype of Q2 clearance, returns to the market</a></p><p>According to the 13F document disclosed by the U.S. Securities and Exchange Commission (SEC) on Monday Eastern Time, Scion Asset Management, a hedge fund company run by Michael Burry, the prototype character of the movie \"The Big Short\", began to increase its positions in the third quarter, and the overall public holdings The size rose to $41.3 million. Scion once again increased its position in GEO Group, and Scion also added 5 new targets, namely Qurate Retail Group, private prison company CoreCivic, rocket manufacturer Aerojet Rocketdyne, Charter Communications and<a href=\"https://laohu8.com/S/LFG.AU\">Liberty</a>Latin America.</p><p>5、<a href=\"https://laohu8.com/NW/1195286651\" target=\"_blank\">Hillhouse's HHLR disclosed U.S. stock positions in the third quarter: Chinese concept stocks and new energy are the focus of allocation</a></p><p>On November 15, Beijing time, the website of the U.S. Securities and Exchange Commission (SEC) showed that HHLR Advisors released the latest U.S. stock position data.</p><p>In the third quarter, HHLR made centralized adjustments and allocations around Chinese concept stocks and new energy, reduced its holdings of companies invested in the primary market such as Manbang, and locked in profits; At the same time<a href=\"https://laohu8.com/S/LEGN\">Legendary creature</a>Nine Chinese concept stocks have increased their holdings and purchased new positions. Among the top ten Awkwardness stocks of HHLR, Chinese concept stocks account for seven. In addition, HHLR continues to be optimistic about new energy and adds positions<a href=\"https://laohu8.com/S/DQ\">Daqo New Energy</a>With<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>。</p><p>6、<a href=\"https://laohu8.com/NW/2283284429\" target=\"_blank\">Tiger Global Fund's Q3 holdings: JD.com is still the number one holding, increasing its holdings of Alphabet, Microsoft, etc.</a></p><p>According to the disclosure of the US Securities and Exchange Commission, Tiger Global Fund submitted its position report (13F) for the third quarter ended September 30, 2022. According to statistics, the total market value of Tiger Global Fund's positions in the fourth quarter reached US $10.893 billion, and the stock market value of the top ten positions accounted for approximately 64.64%. The top five holdings are JD.com, Microsoft, Now Services, Meta Platforms, and SEA. Judging from changes in position ratios, the top five buying targets are<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>、<a href=\"https://laohu8.com/S/WDAY\">Workday</a>, Alphabet, Uber and Microsoft; The top five selling targets include CrowdStrike, Nu Holdings, JD.com, and XPeng Motor.</p><p>7、<a href=\"https://laohu8.com/NW/2283284320\" target=\"_blank\">Sources say Apple will not significantly increase advertising on iPhone at present</a></p><p>According to The Information, people familiar with the matter said that Apple is not looking to add more ads to the iPhone and is happy with the current revenue growth. Apple launched two new advertising spaces in the App Store last month, namely the \"Today\" tab and at the bottom of other developers' app list product pages. Apple has suspended the display of certain controversial ad categories. Apple has also been criticized by the advertising industry for rolling out an app tracking transparency policy that weakens the power of third-party ad networks to share user data. Apple executives denied this, saying they targeted customer privacy and user experience.</p><p>8、<a href=\"https://laohu8.com/NW/2283236809\" target=\"_blank\">Berkshire builds long positions in the third quarter, TSMC increases holdings of Occidental Petroleum and Chevron</a></p><p>The 13F report shows that Berkshire opened positions in the third quarter to do long positions in TSMC, building materials manufacturer Louisiana-Pacific (LP), and Jeffery (JEF); Clearance Store Capital; Increase holdings of Occidental Petroleum, Chevron, RH, Paramount Global, and Celaness; Reduce holdings<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, New Zealand Silver Mellon,<a href=\"https://laohu8.com/S/KR\">Kroger</a>, General Motors, etc.; Awkwardness stocks include Apple,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Chevron,<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>And<a href=\"https://laohu8.com/S/AXP\">American Express</a>。</p><p>9、<a href=\"https://laohu8.com/NW/2283328086\" target=\"_blank\">Will you save the currency circle after defeating FTX? Changpeng Zhao said an industry recovery fund will be set up to help projects in liquidity crisis</a></p><p>Last Friday, FTX, which faces a multi-billion dollar funding gap, announced that it had filed for bankruptcy protection after Binance abandoned its acquisition of peer FTX. On the same day, Zhao Changpeng warned that the impact of the FTX crash has not yet fully appeared, and more companies will go bankrupt. The currency circle is facing a similar financial crisis to the 2008 financial crisis.</p><p>On Monday, November 14, Eastern Time, Binance CEO Changpeng Zhao tweeted: \"In order to reduce the collateral negative impact further caused by FTX, Binance will set up an industry recovery fund to help those projects that were originally strong but fell into a liquidity crisis.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","SCO":"二倍做空彭博原油指数ETF","03086":"华夏纳指","BK4570":"地缘局势概念股","UCO":"二倍做多彭博原油ETF","DDG":"ProShares做空石油与天然气ETF","UGAZ":"三倍做多天然气ETN(VelocityShares)","USO":"美国原油ETF","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133541975","content_text":"摘要：①隔夜美股收跌，纳指跌超1%，中概股多上涨；②伯克希尔哈撒韦、高瓴等多公司披露三季度持仓；③欧洲天然气暴涨20%；④OPEC年内第五次下调石油需求预期，美油重挫。海外市场1、投资者权衡美联储政策走向美股收跌纳指跌超1%美股周一收跌。市场继续评估美国通胀降温的迹象与美联储转变其激进货币政策立场的可能性。多家大型零售商将在本周公布财报。截止收盘，道琼斯指数跌0.63%，纳斯达克指数跌1.12%，标普500指数跌0.89%。大型科技股多数下跌，微软、亚马逊跌超2%，Meta Platforms、苹果跌超1%，特斯拉跌2.6%，奈飞上涨3.15%。医药、有色金属板块走高，Moderna涨超4%，辉瑞涨超3%，纽柯钢铁涨超2%。汽车制造、能源股跌幅居前，Lucid跌超5%，普拉格能源跌超3%，通用汽车跌超2%。2、热门中概股多数上涨京东涨超3%热门中概股多数上涨，纳斯达克中国金龙指数涨0.47%。满帮涨超9%，每日优鲜涨超6%，京东涨超3%，百度、唯品会涨超2%，小鹏汽车、哔哩哔哩涨超1%，网易、阿里巴巴、拼多多小幅上涨。理想汽车跌超5%，蔚来跌超3%，爱奇艺跌超2%，微博、瑞幸咖啡跌超1%。3、欧股周一收盘普涨德国DAX30指数涨0.62%欧股主要指数周一收盘普涨，德国DAX30指数涨0.62%，法国CAC40指数涨0.22%，英国富时100指数涨0.92%，欧洲斯托克50指数涨0.49%。4、周一美国WTI原油期货收跌3.5%纽约商品交易所12月交割的西德州中质原油期货价格下跌3.09美元，跌幅为3.5%，收于每桶85.87美元。上周五该期货上涨2.9%。石油输出国组织（OPEC）宣布下调2022年全球原油需求预期，令原油价格承压。5、纽约黄金期货周一收高0.4% 创8月中旬以来新高纽约商品交易所12月交割的黄金期货价格上涨7.50美元，涨幅为0.4%，报收于每盎司1776.90美元，创8月16日以来的最高收盘价。国际宏观1、一份寒潮预告致使欧洲天然气暴涨20% 美国天然气也出现异动当地时间周一，欧洲天然气期货价格大幅飙升，主要原因是天气预报显示气温将转冷。与此同时，来自欧洲最大天然气出口国挪威的供应减少也推动了价格的上涨。数据显示，欧洲基准荷兰TTF天然气期货价格暴涨20%。天气预报机构Maxar预计，在经历了长时间异常温暖的天气后，临近本周末，欧洲的某些地区将会变冷，柏林的气温预计将降至零度以下。这应该会迫使人们开始使用取暖器，从而提振天然气的需求。与此同时，美国天然气期货大幅异动，周一一度大涨8%。2、二十国集团工商峰会呼吁团结合作推动全球复苏为期两天的二十国集团工商峰会14日在印度尼西亚巴厘岛闭幕。与会各方呼吁国际社会展现团结合作精神，推动全球“共同复苏、强劲复苏”，并实现经济发展的包容性和可持续增长。印尼总统佐科在闭幕式上说，世界正面临新冠疫情、粮食、能源和金融等多重危机，但危机总有解决之道。他呼吁大家保持乐观，共同推动全球复苏。3、美联储二把手布雷纳德：短期内放慢加息步伐可能是合适的当地时间周一午后，美联储副主席莱尔·布雷纳德（Lael Brainard）出席媒体活动，成为又一位释放“美联储放慢加息步伐”信号的美联储官员。本月初美联储祭出连续第四次75基点加息，联邦基金利率的区间已经达到3.75%-4%。随着预期中的峰值利率愈行愈近，恰逢上周CPI数据超预期回落，目前整个市场都在翘首期盼任何有关放慢加息速度，乃至停止加息的信号。布雷纳德强调：“有可能在短期内放缓加息速度是合适的。但我认为真正需要强调的是，美联储已经做了很多工作，但接下来还有更多的事情等着去完成。”4、OPEC年内第五次下调今年石油需求预期继在10月月报中大幅下调全球石油需求预期后，OPEC在最新月报中再度强调，鉴于通胀高企、利率上行等宏观经济挑战，将自今年四月以来第五次下调今年石油需求预期，并且同步下调明年预期。在11月14日周一公布的OPEC月报中，该组织表示，2022年全球石油需求预计将同比增加2.6%至255万桶/日，较上月预期减少10万桶/日，而明年的石油需求增长也被下调至224万桶/日，较上月预期减少10万桶/日。5、全球最大浮动式风电场投产 为油气平台供电恐引发争议当地时间周一，挪威国家石油公司（Equinor）发布公告称，被称为“全球最大浮动式风电场”的Hywind Tampen项目，首台机组已经于上周末实现发电。在声明中，Equinor执行副总裁Geir Tungesvik一口气说了好多个“第一次”：“我很自豪Hywind Tampen项目开始投产，这是挪威第一个离岸浮动式风电农场，也是全球最大的一个，还是全球第一个为油气生产装置供电的风电农场。”6、德国政府将前俄气子公司国有化 波兰政府也出手了当地时间周一(11月14日)，德国经济部表示，政府将持有前俄罗斯天然气工业股份公司(Gazprom)德国子公司SEFE(Securing Energy for Europe GmbH，原名称Gazprom Germania)100%股份，并将其对该公司的贷款增至138亿欧元。同一天，波兰政府也宣布，将接管Gazprom波兰子公司Europolgaz的资产，后者负责亚马尔-欧洲天然气管道在波兰境内的供气。7、欧洲央行副行长金多斯：欧洲央行将再次加息欧洲央行副行长金多斯表示，欧洲央行将再次加息；通胀依旧太高了，高通胀预计将在一段时间内超过目标水平；迄今为止，通胀预期仍受控；欧洲央行的政策必须聚焦于减少对需求的支持；财政支持措施必须是暂时的而且要有针对性。8、FTX崩盘后 比特币与美股相关性降至今年以来最低水平FTX的突然崩盘令危机在加密货币领域中蔓延开来，并对加密货币与其他金融资产之间曾经存在的联系造成破坏，这意味着以比特币为首的加密货币对全球市场的影响力可能正在减弱。数据显示，比特币上周累计下跌了23%，为去年6月以来的最大单月跌幅。同一时间内，标普500指数则上涨了5.9%。一项研究指出，二者之间的相关性已降至今年以来的最低水平。此外，比特币与纳斯达克指数之间的表现差距也达到了2020年以来的最大水平。9、伦敦痛失欧洲最大股市桂冠 新王是巴黎根据媒体编制的一项数据，以美元计算，目前法国股市总市值约为2.823万亿美元，超过2.821万亿美元左右的英国股市总市值。数据显示，在2016年英国脱欧公投以来，英法两国股市的市值差距从约1.5万亿美元一直缩小。由于对经济增长的担忧拖累了英国资产、再加上中国疫情防控政策的调整提振了法国奢侈品股，英国将“欧洲最大股票市场”这一头衔拱手让给了法国。汇率变动也是部分原因。俄乌局势1、乌军总司令与美军参谋长联席会议主席通电话乌克兰武装部队总司令扎卢日内当地时间14日在社交媒体发文称，他当天与美军参谋长联席会议主席马克·米利通了电话。扎卢日内称，乌克兰军方不会接受任何谈判、协议或妥协的决定。2、俄乌冲突后首次 报道称土耳其政府正主持美俄两国秘密会谈今日俄罗斯电视台（RT）网站14日援引《生意人报》消息称，14日当天，土耳其政府正在主持美俄两国的秘密会谈，而克里姆林宫发言人对这一说法表示既不会确认也不会否认。俄媒称，14日，美俄双方代表在土耳其首都安卡拉举行了秘密会谈。消息人士称，俄方代表是俄罗斯对外情报局局长谢尔盖·纳雷什金。美国白宫一名官员表示，美国中央情报局局长伯恩斯正在土耳其访问，他将向俄罗斯情报部门负责人传达有关一旦俄罗斯使用核武器可能造成的后果。这次会谈是自俄乌冲突爆发以来，美俄两国高级别官员首次进行面对面会谈。3、欧盟已向乌克兰提供了价值至少80亿欧元的军事装备欧盟外交与安全政策高级代表博雷利当地时间14日透露，欧盟已向乌克兰提供了价值至少80亿欧元的武器和军事装备。4、美国制裁与俄罗斯有联系的个人、组织和航空器美国财政部公布新一轮制裁名单，制裁对象为与俄罗斯有联系的个人、组织机构和航空器。本轮制裁名单上有14人，包括参议员苏莱曼·克里莫夫的几名亲属。制裁对象还包括28家注册地为瑞士、俄罗斯、阿联酋、维尔京群岛和卢森堡的组织机构，以及8架航空器。公司新闻1、亚马逊据称也在酝酿万人裁员多位知情人士透露，亚马逊计划在企业和技术部门裁员约1万人，预计最快在本周开始。若属实，对于这家全球最大的在线零售商来说，是有史以来规模最大的一次裁员。知情人士们表示，裁员主要集中在亚马逊的设备部门，包括语音助手Alexa。除此以外，零售和人力资源的部门也是裁员的重点目标。他们补充称，裁员的规模还没有最终敲定，如果保持在1万人，将占公司总员工数的3%。2、亚马逊创始人贝索斯：计划在有生之年捐出大部分财富亚马逊创始人杰夫·贝索斯在接受采访时表示，他计划在有生之年捐出自己的绝大部分财富，将其用于应对气候变化，并支持那些在社会和政治深度分歧面前，能让人类团结起来的人。贝索斯并未透露具体细节，这是他首次宣布计划捐出大部分资产。此前，贝索斯因没有签署“捐赠誓言”（ The Giving Pledge）而遭到批评。捐赠誓言由比尔·盖茨和沃伦·巴菲特启动，成立于2010年，旨在鼓励全球富人将至少一半的净资产用于慈善事业，无论是在他们有生之年还是去世时。需要说明的是，捐赠誓言是公开的捐赠意向承诺，并非法律合同。3、联邦快递：当商业环境允许 将召回暂时解雇的员工联邦快递称，在美国部分市场实施暂时解雇员工的措施是为了应对当前商业环境对公司订单量造成了负面影响；一些符合条件的员工将获得永久调动机会，前往其他有招聘需求的市场；公司将继续评估商业化境，当商业环境允许的时候，召回暂时解雇的员工。4、二季度清仓的“大空头”原型伯里重返市场根据美国证券交易委员会(SEC)美东时间周一披露的13F文件，电影《大空头》的原型人物迈克尔·伯里掌管的对冲基金公司Scion Asset Management在三季度开始加仓了，公开的整体持仓规模上升至4130万美元。Scion再度加仓了GEO Group，Scion还新进了5个标的，分别为Qurate Retail集团、私人监狱公司CoreCivic、火箭制造商Aerojet Rocketdyne、Charter Communications和Liberty Latin America。5、高瓴旗下HHLR三季度美股持仓披露 中概股与新能源是配置重点北京时间11月15日，美国证券交易委员会（SEC）网站显示，HHLR Advisors公布了最新美股持仓数据。三季度，HHLR围绕中概股和新能源进行集中调整和配置，减持满帮等一级市场投资的公司，锁定收益；同时对传奇生物等9只中概股进行了增持、新进买入等加仓操作。HHLR前十大重仓股中，中概股占七席。此外，HHLR继续看好新能源，加仓大全新能源与晶科能源。6、老虎环球基金Q3持仓：京东仍为第一重仓股 增持Alphabet、微软等根据美国证券交易委员会披露，老虎环球基金递交了截至2022年9月30日的第三季度持仓报告（13F）。据统计，老虎环球基金第四季度持仓总市值达108.93亿美元，前十大持仓股市值占比约为64.64%。前五大重仓股是京东、微软、现在服务公司、Meta Platforms和SEA。从持仓比例变化来看，前五大买入标的是Datadog、Workday、Alphabet、Uber和微软；前五大卖出标的包括CrowdStrike、Nu Holdings、京东、和小鹏汽车。7、消息称苹果目前不会在iPhone上大幅增加广告据The Information报道，知情人士称，苹果并不寻求在iPhone上增加更多的广告，并对目前的收入增长感到满意。苹果于上月在App Store推出了两个新的广告位，即“Today”标签和在其他开发者的应用列表产品页面底部。苹果已经暂停了显示某些有争议的广告类别。苹果还因推出应用跟踪透明政策而受到广告业的批评，该政策削弱了第三方广告网络分享用户数据的权力。苹果公司高管对此予以否认，并称以客户隐私和用户体验为目标。8、伯克希尔三季度建仓做多台积电增持西方石油、雪佛龙13F报告显示，伯克希尔三季度建仓做多台积电、建材制造商Louisiana-Pacific（简称LP）、以及杰弗瑞（JEF）；清仓Store Capital；增持西方石油、雪佛龙、RH、派拉蒙全球、以及Celaness；减持动视暴雪、纽银梅隆、克罗格、通用汽车等；重仓股包括苹果、美国银行、雪佛龙、可口可乐、以及美国运通。9、击溃FTX后要拯救币圈？赵长鹏称将设行业复苏基金 帮助陷入流动性危机项目上周五，在币安放弃收购同行FTX后，面临数十亿美元资金缺口的FTX宣布申请破产保护。当天赵长鹏警告，FTX崩盘的影响还未全面显现，会有更多公司破产，币圈面临的类似2008年金融危机。美东时间11月14日周一，币安CEO赵长鹏发推宣布：“为减少FTX进一步引发的连带负面影响，币安将设立一只行业复苏基金，帮助那些原本强劲但陷入流动性危机的项目。”","news_type":1,"symbols_score_info":{"SCO":0.9,"PSQ":0.9,"USO":0.9,"TTTN":0.9,".IXIC":0.9,"QMmain":0.9,"QQQ":0.9,"DDG":0.9,"03086":0.9,"QGmain":0.9,"UCO":0.9,"UWTIF":0.9,"NGmain":0.9,"SQQQ":0.9,"NQmain":0.9,"UGAZ":0.9,"QNETCN":0.9,"TQQQ":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}