Tangan personal page - To The Moon

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2023-12-29

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2023-12-28

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2023-12-27

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2023-12-27

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2023-05-04

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巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到

2023-04-14

Thanks.

@许亚鑫:MLOps概念研究！

2023-04-12

[强]

Fed’s Meeting Minutes to Detail How Officials Weighed Bank Risks

2023-04-12

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U.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus

2023-04-10

Good for Tesla.

The EPA May Tighten Its EV Standards. These Companies Could Shine

2023-04-10

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2023-04-10

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特斯拉将在沪新建储能超级工厂概念股早盘大涨

2023-04-10

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Singapore Bourse May Remain Stuck In Neutral On Monday

2023-04-08

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@OptionsTracker:Hot stocks covered call reference [April 7]

2023-04-07

Great ariticle, would you like to share it?

@Jason Brown: I may change my profession to become an insurance salesmen lol...⁠ ⁠ I'm just so passionate about helping people not blow their ...We can't control the market...From Youtube: https://www.youtube.com/watch?v=_SJximpQ_Ng

2023-04-05

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Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?

2023-04-05

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2023-04-04

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2023-04-04

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4 Oil Stocks That Are Screaming Buys in April

2023-04-04

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Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts

2023-04-04

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Reminder: The China A-shares Market and the Hong Kong Market Will Be Closed for Qingming Festival on Wednesday, April 5, 2023

Go to Tiger App to see more news

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15:21","market":"us","language":"zh","title":"巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到","url":"https://stock-news.laohu8.com/highlight/detail?id=1172872593","media":"老虎资讯综合","summary":"齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~","content":"<html><head></head><body><blockquote><strong>齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</strong></blockquote><p style=\"text-align: justify;\">巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~7日举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</p><p style=\"text-align: justify;\">回顾2022年，“股神”老而弥坚，在全球股市震荡中连续第二年跑赢美股大盘。且美股伯克希尔哈撒韦公司股价2022年上涨4.0%，大幅跑赢标普500指数22.1%。同时巴菲特以1180亿美元个人身价位居2022年福布斯排行榜第五位。</p><p>在2023年巴菲特股东大会来临前夕，我们先回顾下巴菲特过去一年干了哪些事儿？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bb039302842ba70fd6513eda3faaf2b\" tg-width=\"750\" tg-height=\"2462\"/></p><blockquote>前瞻 | 今年的股东大会将会有哪些要点可以关注？以下是可能会聊到的话题：</blockquote><p><strong>对于美国通胀、美联储加息以及中国市场的看法</strong></p><p style=\"text-align: justify;\">巴菲特一直以来对美联储的看法都较为正面，尽管美联储已经连续第9次加息。他称如果自己当联储主席的话，应该是不会像鲍威尔那样出色的。此前，外界一些评论经常批评美联储将利率维持在低位的时间过长，导致美国当前的通胀高烧不退。巴菲特指出，通货膨胀对一个国家来说是持续的威胁，目前为止美国做得不错。但他警告称，通胀和衰退都会威胁到投资者，衰退会变成萧条，届时重新整顿经济会难得多。</p><p style=\"text-align: justify;\">中国市场每次股东大会都是热议话题，巴菲特和芒格不止一次表达过对中国经济的看好，虽然伯克希尔投资中国股票数量不多，但两次出手都获得了10倍甚至30倍的回报。结合今年以来外资大量涌入抢筹中国优质资产，投资者们也十分关注两位老人的观点，从中来寻找投资机会。</p><p style=\"text-align: justify;\">除了有关中国的话题外，大家可以期待巴菲特和芒格分享他们对于全球局势、未来市场的看法，以及应对可能的经济挑战的计划。</p><p><strong>如何看待美国中小银行破产危机和对银行股的抛售？</strong></p><p style=\"text-align: justify;\">近期硅谷银行和签名银行的倒闭危机，让投资者对欧美银行体系稳定性的担忧蔓延。对此，巴菲特表示，人们不应该对银行业或美国银行存款的安全性感到恐慌。他指出，陷入困境的银行不是价值股，政府不会拯救陷入困境的银行的股东。</p><p style=\"text-align: justify;\">不过，他已经卖出了之前持有的大部分银行股，包括富国银行、高盛和摩根大通等。他还认为美国银行的倒闭潮并未结束。因此，这一次的股东大会，这位奥马哈先知可能会对银行系统再次发表自己的看法。</p><p><strong>加大对日本的投资，为何如此看好日本股市的前景？</strong></p><p style=\"text-align: justify;\">此前，巴菲特访问日本，并在采访中谈到已将其在日本五家公司中每家的股份提高至7.4%，并补充说会考虑进一步投资。据悉，这五家公司是日本著名的五大商社，其财团控制了日本接近99%的大型生产企业及贸易公司，投资领域涉及全球的石油、天然气及矿产资源。</p><p style=\"text-align: justify;\">现在，伯克希尔哈撒韦在日本拥有的股票比在美国以外其他任何国家都要多。此外，伯克希尔也己成为最大的日元债券外国发行人之一。那么，本次大会上，巴菲特可能继续就投资日本的话题进行深入探讨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80d86a538a98a297f73ce7b5cb708bd7\" alt=\"\" title=\"\" tg-width=\"362\" tg-height=\"431\"/></p><p><strong>重仓股持仓转向以及关于西方石油的投资逻辑</strong></p><p style=\"text-align: justify;\">在石油和天然气价格疲软之际，伯克希尔凶猛加仓西方石油，截至今年3月中旬，伯克希尔已经取得了西方石油23%左右的股权。得益于对西方石油等石油股的押注，伯克希尔哈撒韦股价去年全年上涨4%，大幅跑赢标普500指数。有市场分析认为，伯克希尔的最终目标可能是收购西方石油的多数股权。除了大量买入西方石油以外，巴菲特还长期持有另一只能源股雪佛龙。如此大手笔的操作，是不是表明了他长期看好传统能源股的态度呢？只能等到股东大会上，期待股神为此解答。</p><p><strong>ChatGPT曾令巴菲特“印象深刻” ！谈及人工智能，看法是否发生改变？</strong></p><p style=\"text-align: justify;\">自2月份以来，以ChatGPT为代表的人工智能备受关注，也在资本市场掀起了一波投资浪潮。巴菲特形象地比喻为，这是令人震惊的发明，就像1945年我们造出来原子弹一样。一直以来对投资新兴科技股票不感兴趣的巴菲特，前段时间被问到对于ChatGPT的看法时，竟然意外的答道，ChatGPT是一项卓越的发明，虽然他不知道这是不是有益的。随着，各大科技巨头的纷纷入局，人工智能这条赛道的大战愈演愈烈。市场调查公司CBInsights的报告显示，仅在今年第一季度共有34家人工智能初创公司被收购，为去年同期的两倍。巴老爷子会不会选择在这风口上采取行动呢？</p><p><strong>聊退休、接班人，谈及公司未来的治理</strong></p><p style=\"text-align: justify;\">92岁的巴菲特现在还是精力满满，在接受日本之行的采访中，全程精神矍铄、条理清晰，甚至没有表现出想要放弃最高CEO职位的迹象。不过，他在此前发表过，卸任后阿贝尔有望成为公司CEO的言论。巴菲特对阿贝尔的行事风格表示赞赏，还希望继任者能长期留任，而不是75岁之前退休。巴菲特说，负责几十项非保险业务的阿贝尔是伯克希尔拥有的一个巨大优势，他在做事方面更加强硬，因此伯克希尔的管理层得到了极大的改善。</p><p style=\"text-align: justify;\">对于伯克希尔的业绩情况，巴菲特近期表示，更加看好保险业务。他特别谈到，去年伯克希尔以约120亿美元收购保险公司 Alleghany 后，获得了八项非保险运营业务，每年税前利润高达数亿美元。但他也透露，伯克希尔的几家子公司正面临着愈加困难的环境。巴菲特一直强调公司治理的重要性，坚持通过透明的公司治理来保护伯克希尔哈撒韦和股东的利益。他曾对外承诺，对管理风险有充分的信心，自己99%的净资产都在伯克希尔。在今年的股东大会上，股东们可以期待更多关于伯克希尔治理和运营分享。</p><p style=\"text-align: justify;\"><strong>以下是伯克希尔官方公布并推荐的行程，时间为美国中部时间，与北京时间相差13个小时：</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148ad5469b179c91acfacbf7c224015c\" tg-width=\"554\" tg-height=\"806\"/></p></body></html>","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>巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2023-04-27 15:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong>齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</strong></blockquote><p style=\"text-align: justify;\">巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~7日举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</p><p style=\"text-align: justify;\">回顾2022年，“股神”老而弥坚，在全球股市震荡中连续第二年跑赢美股大盘。且美股伯克希尔哈撒韦公司股价2022年上涨4.0%，大幅跑赢标普500指数22.1%。同时巴菲特以1180亿美元个人身价位居2022年福布斯排行榜第五位。</p><p>在2023年巴菲特股东大会来临前夕，我们先回顾下巴菲特过去一年干了哪些事儿？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bb039302842ba70fd6513eda3faaf2b\" tg-width=\"750\" tg-height=\"2462\"/></p><blockquote>前瞻 | 今年的股东大会将会有哪些要点可以关注？以下是可能会聊到的话题：</blockquote><p><strong>对于美国通胀、美联储加息以及中国市场的看法</strong></p><p style=\"text-align: justify;\">巴菲特一直以来对美联储的看法都较为正面，尽管美联储已经连续第9次加息。他称如果自己当联储主席的话，应该是不会像鲍威尔那样出色的。此前，外界一些评论经常批评美联储将利率维持在低位的时间过长，导致美国当前的通胀高烧不退。巴菲特指出，通货膨胀对一个国家来说是持续的威胁，目前为止美国做得不错。但他警告称，通胀和衰退都会威胁到投资者，衰退会变成萧条，届时重新整顿经济会难得多。</p><p style=\"text-align: justify;\">中国市场每次股东大会都是热议话题，巴菲特和芒格不止一次表达过对中国经济的看好，虽然伯克希尔投资中国股票数量不多，但两次出手都获得了10倍甚至30倍的回报。结合今年以来外资大量涌入抢筹中国优质资产，投资者们也十分关注两位老人的观点，从中来寻找投资机会。</p><p style=\"text-align: justify;\">除了有关中国的话题外，大家可以期待巴菲特和芒格分享他们对于全球局势、未来市场的看法，以及应对可能的经济挑战的计划。</p><p><strong>如何看待美国中小银行破产危机和对银行股的抛售？</strong></p><p style=\"text-align: justify;\">近期硅谷银行和签名银行的倒闭危机，让投资者对欧美银行体系稳定性的担忧蔓延。对此，巴菲特表示，人们不应该对银行业或美国银行存款的安全性感到恐慌。他指出，陷入困境的银行不是价值股，政府不会拯救陷入困境的银行的股东。</p><p style=\"text-align: justify;\">不过，他已经卖出了之前持有的大部分银行股，包括富国银行、高盛和摩根大通等。他还认为美国银行的倒闭潮并未结束。因此，这一次的股东大会，这位奥马哈先知可能会对银行系统再次发表自己的看法。</p><p><strong>加大对日本的投资，为何如此看好日本股市的前景？</strong></p><p style=\"text-align: justify;\">此前，巴菲特访问日本，并在采访中谈到已将其在日本五家公司中每家的股份提高至7.4%，并补充说会考虑进一步投资。据悉，这五家公司是日本著名的五大商社，其财团控制了日本接近99%的大型生产企业及贸易公司，投资领域涉及全球的石油、天然气及矿产资源。</p><p style=\"text-align: justify;\">现在，伯克希尔哈撒韦在日本拥有的股票比在美国以外其他任何国家都要多。此外，伯克希尔也己成为最大的日元债券外国发行人之一。那么，本次大会上，巴菲特可能继续就投资日本的话题进行深入探讨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80d86a538a98a297f73ce7b5cb708bd7\" alt=\"\" title=\"\" tg-width=\"362\" tg-height=\"431\"/></p><p><strong>重仓股持仓转向以及关于西方石油的投资逻辑</strong></p><p style=\"text-align: justify;\">在石油和天然气价格疲软之际，伯克希尔凶猛加仓西方石油，截至今年3月中旬，伯克希尔已经取得了西方石油23%左右的股权。得益于对西方石油等石油股的押注，伯克希尔哈撒韦股价去年全年上涨4%，大幅跑赢标普500指数。有市场分析认为，伯克希尔的最终目标可能是收购西方石油的多数股权。除了大量买入西方石油以外，巴菲特还长期持有另一只能源股雪佛龙。如此大手笔的操作，是不是表明了他长期看好传统能源股的态度呢？只能等到股东大会上，期待股神为此解答。</p><p><strong>ChatGPT曾令巴菲特“印象深刻” ！谈及人工智能，看法是否发生改变？</strong></p><p style=\"text-align: justify;\">自2月份以来，以ChatGPT为代表的人工智能备受关注，也在资本市场掀起了一波投资浪潮。巴菲特形象地比喻为，这是令人震惊的发明，就像1945年我们造出来原子弹一样。一直以来对投资新兴科技股票不感兴趣的巴菲特，前段时间被问到对于ChatGPT的看法时，竟然意外的答道，ChatGPT是一项卓越的发明，虽然他不知道这是不是有益的。随着，各大科技巨头的纷纷入局，人工智能这条赛道的大战愈演愈烈。市场调查公司CBInsights的报告显示，仅在今年第一季度共有34家人工智能初创公司被收购，为去年同期的两倍。巴老爷子会不会选择在这风口上采取行动呢？</p><p><strong>聊退休、接班人，谈及公司未来的治理</strong></p><p style=\"text-align: justify;\">92岁的巴菲特现在还是精力满满，在接受日本之行的采访中，全程精神矍铄、条理清晰，甚至没有表现出想要放弃最高CEO职位的迹象。不过，他在此前发表过，卸任后阿贝尔有望成为公司CEO的言论。巴菲特对阿贝尔的行事风格表示赞赏，还希望继任者能长期留任，而不是75岁之前退休。巴菲特说，负责几十项非保险业务的阿贝尔是伯克希尔拥有的一个巨大优势，他在做事方面更加强硬，因此伯克希尔的管理层得到了极大的改善。</p><p style=\"text-align: justify;\">对于伯克希尔的业绩情况，巴菲特近期表示，更加看好保险业务。他特别谈到，去年伯克希尔以约120亿美元收购保险公司 Alleghany 后，获得了八项非保险运营业务，每年税前利润高达数亿美元。但他也透露，伯克希尔的几家子公司正面临着愈加困难的环境。巴菲特一直强调公司治理的重要性，坚持通过透明的公司治理来保护伯克希尔哈撒韦和股东的利益。他曾对外承诺，对管理风险有充分的信心，自己99%的净资产都在伯克希尔。在今年的股东大会上，股东们可以期待更多关于伯克希尔治理和运营分享。</p><p style=\"text-align: justify;\"><strong>以下是伯克希尔官方公布并推荐的行程，时间为美国中部时间，与北京时间相差13个小时：</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148ad5469b179c91acfacbf7c224015c\" tg-width=\"554\" tg-height=\"806\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/82d533169ff6dcc15cc9be15082371e7","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172872593","content_text":"齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~7日举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。回顾2022年，“股神”老而弥坚，在全球股市震荡中连续第二年跑赢美股大盘。且美股伯克希尔哈撒韦公司股价2022年上涨4.0%，大幅跑赢标普500指数22.1%。同时巴菲特以1180亿美元个人身价位居2022年福布斯排行榜第五位。在2023年巴菲特股东大会来临前夕，我们先回顾下巴菲特过去一年干了哪些事儿？前瞻 | 今年的股东大会将会有哪些要点可以关注？以下是可能会聊到的话题：对于美国通胀、美联储加息以及中国市场的看法巴菲特一直以来对美联储的看法都较为正面，尽管美联储已经连续第9次加息。他称如果自己当联储主席的话，应该是不会像鲍威尔那样出色的。此前，外界一些评论经常批评美联储将利率维持在低位的时间过长，导致美国当前的通胀高烧不退。巴菲特指出，通货膨胀对一个国家来说是持续的威胁，目前为止美国做得不错。但他警告称，通胀和衰退都会威胁到投资者，衰退会变成萧条，届时重新整顿经济会难得多。中国市场每次股东大会都是热议话题，巴菲特和芒格不止一次表达过对中国经济的看好，虽然伯克希尔投资中国股票数量不多，但两次出手都获得了10倍甚至30倍的回报。结合今年以来外资大量涌入抢筹中国优质资产，投资者们也十分关注两位老人的观点，从中来寻找投资机会。除了有关中国的话题外，大家可以期待巴菲特和芒格分享他们对于全球局势、未来市场的看法，以及应对可能的经济挑战的计划。如何看待美国中小银行破产危机和对银行股的抛售？近期硅谷银行和签名银行的倒闭危机，让投资者对欧美银行体系稳定性的担忧蔓延。对此，巴菲特表示，人们不应该对银行业或美国银行存款的安全性感到恐慌。他指出，陷入困境的银行不是价值股，政府不会拯救陷入困境的银行的股东。不过，他已经卖出了之前持有的大部分银行股，包括富国银行、高盛和摩根大通等。他还认为美国银行的倒闭潮并未结束。因此，这一次的股东大会，这位奥马哈先知可能会对银行系统再次发表自己的看法。加大对日本的投资，为何如此看好日本股市的前景？此前，巴菲特访问日本，并在采访中谈到已将其在日本五家公司中每家的股份提高至7.4%，并补充说会考虑进一步投资。据悉，这五家公司是日本著名的五大商社，其财团控制了日本接近99%的大型生产企业及贸易公司，投资领域涉及全球的石油、天然气及矿产资源。现在，伯克希尔哈撒韦在日本拥有的股票比在美国以外其他任何国家都要多。此外，伯克希尔也己成为最大的日元债券外国发行人之一。那么，本次大会上，巴菲特可能继续就投资日本的话题进行深入探讨。重仓股持仓转向以及关于西方石油的投资逻辑在石油和天然气价格疲软之际，伯克希尔凶猛加仓西方石油，截至今年3月中旬，伯克希尔已经取得了西方石油23%左右的股权。得益于对西方石油等石油股的押注，伯克希尔哈撒韦股价去年全年上涨4%，大幅跑赢标普500指数。有市场分析认为，伯克希尔的最终目标可能是收购西方石油的多数股权。除了大量买入西方石油以外，巴菲特还长期持有另一只能源股雪佛龙。如此大手笔的操作，是不是表明了他长期看好传统能源股的态度呢？只能等到股东大会上，期待股神为此解答。ChatGPT曾令巴菲特“印象深刻” ！谈及人工智能，看法是否发生改变？自2月份以来，以ChatGPT为代表的人工智能备受关注，也在资本市场掀起了一波投资浪潮。巴菲特形象地比喻为，这是令人震惊的发明，就像1945年我们造出来原子弹一样。一直以来对投资新兴科技股票不感兴趣的巴菲特，前段时间被问到对于ChatGPT的看法时，竟然意外的答道，ChatGPT是一项卓越的发明，虽然他不知道这是不是有益的。随着，各大科技巨头的纷纷入局，人工智能这条赛道的大战愈演愈烈。市场调查公司CBInsights的报告显示，仅在今年第一季度共有34家人工智能初创公司被收购，为去年同期的两倍。巴老爷子会不会选择在这风口上采取行动呢？聊退休、接班人，谈及公司未来的治理92岁的巴菲特现在还是精力满满，在接受日本之行的采访中，全程精神矍铄、条理清晰，甚至没有表现出想要放弃最高CEO职位的迹象。不过，他在此前发表过，卸任后阿贝尔有望成为公司CEO的言论。巴菲特对阿贝尔的行事风格表示赞赏，还希望继任者能长期留任，而不是75岁之前退休。巴菲特说，负责几十项非保险业务的阿贝尔是伯克希尔拥有的一个巨大优势，他在做事方面更加强硬，因此伯克希尔的管理层得到了极大的改善。对于伯克希尔的业绩情况，巴菲特近期表示，更加看好保险业务。他特别谈到，去年伯克希尔以约120亿美元收购保险公司 Alleghany 后，获得了八项非保险运营业务，每年税前利润高达数亿美元。但他也透露，伯克希尔的几家子公司正面临着愈加困难的环境。巴菲特一直强调公司治理的重要性，坚持通过透明的公司治理来保护伯克希尔哈撒韦和股东的利益。他曾对外承诺，对管理风险有充分的信心，自己99%的净资产都在伯克希尔。在今年的股东大会上，股东们可以期待更多关于伯克希尔治理和运营分享。以下是伯克希尔官方公布并推荐的行程，时间为美国中部时间，与北京时间相差13个小时：","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945882333,"gmtCreate":1681429128923,"gmtModify":1681429132378,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks.","listText":"Thanks.","text":"Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945882333","repostId":"651931763","repostType":1,"repost":{"id":651931763,"gmtCreate":1681394712753,"gmtModify":1681396034449,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"title":"MLOps概念研究！","htmlText":"繼隔夜美國公佈了3月份的CPI數據之後《0412：通脹數據降低加息預期，去美元化道阻且長！》，今夜北美盤，美國公佈了3月份的PPI數據。4月13日，美國勞工部發布的數據顯示，美國3月PPI同比2.7%，不僅顯著低於預期的3%，較前值4.6%也大幅下降，併爲連續第九個月放緩。圖片剔除食品、能源和貿易後，美國3月核心PPI同比3.4%，持平預期3.4%，但遠低於前值的4.4%，環比增速-0.1%，低於預期的0.2%和前值0%。數據公佈後，推動美股期貨短線上漲，美元指數則下探觸及100.95的時段新低，金銀則順勢刷出新高。此外，隔夜公佈的3月份美聯儲會議紀要顯示，FOMC曾考慮過3月份暫停加息，也有一些與會者考慮加息50個基點，最終選擇了25個基點的加息幅度。3月份的銀行業危機迫使FOMC的官員們降低了利率路徑的預期，並且也首次公開承認，2023年美國經濟將會出現“輕度衰退”，並在隨後兩年出現復甦。近期全球很多國家的去美元化行動如火如荼，這樣的大背景，如果美國不提起大刀，就意味着美元指數會繼續跌跌不休，那麼金銀價格持續創新高的行情就會延續下去。背後的一些觀點，我今天在學員羣裏也解釋過了，這裏不再贅述。圖片圖片圖片那麼今夜，我們就聊一聊最近做的功課：MLOPS概念研究！MLOps即機器學習運維，是一種能夠幫助團隊更有效地開發、部署和維護機器學習模型的實踐。能夠進行模型全鏈路生命週期的管理，協調各個部分確保整個流程高效的運轉。圖片機構調查調查發現，只有53%的項目能夠從AI原型轉化爲生產。原因是模型全鏈路生命週期管理存在問題。而MLOps能夠通過改進數據管理、加強模型監控、提高模型部署效率和加強團隊協作等方式爲機器學習模型全生命週期建設標準化、自動化、可持續改進的過程管理體系，從而能夠有效緩解AI生產過程的各種管理問題，提升AI生產的轉化效率。因此，可以說MLOps是AI公司的“賣鏟","listText":"繼隔夜美國公佈了3月份的CPI數據之後《0412：通脹數據降低加息預期，去美元化道阻且長！》，今夜北美盤，美國公佈了3月份的PPI數據。4月13日，美國勞工部發布的數據顯示，美國3月PPI同比2.7%，不僅顯著低於預期的3%，較前值4.6%也大幅下降，併爲連續第九個月放緩。圖片剔除食品、能源和貿易後，美國3月核心PPI同比3.4%，持平預期3.4%，但遠低於前值的4.4%，環比增速-0.1%，低於預期的0.2%和前值0%。數據公佈後，推動美股期貨短線上漲，美元指數則下探觸及100.95的時段新低，金銀則順勢刷出新高。此外，隔夜公佈的3月份美聯儲會議紀要顯示，FOMC曾考慮過3月份暫停加息，也有一些與會者考慮加息50個基點，最終選擇了25個基點的加息幅度。3月份的銀行業危機迫使FOMC的官員們降低了利率路徑的預期，並且也首次公開承認，2023年美國經濟將會出現“輕度衰退”，並在隨後兩年出現復甦。近期全球很多國家的去美元化行動如火如荼，這樣的大背景，如果美國不提起大刀，就意味着美元指數會繼續跌跌不休，那麼金銀價格持續創新高的行情就會延續下去。背後的一些觀點，我今天在學員羣裏也解釋過了，這裏不再贅述。圖片圖片圖片那麼今夜，我們就聊一聊最近做的功課：MLOPS概念研究！MLOps即機器學習運維，是一種能夠幫助團隊更有效地開發、部署和維護機器學習模型的實踐。能夠進行模型全鏈路生命週期的管理，協調各個部分確保整個流程高效的運轉。圖片機構調查調查發現，只有53%的項目能夠從AI原型轉化爲生產。原因是模型全鏈路生命週期管理存在問題。而MLOps能夠通過改進數據管理、加強模型監控、提高模型部署效率和加強團隊協作等方式爲機器學習模型全生命週期建設標準化、自動化、可持續改進的過程管理體系，從而能夠有效緩解AI生產過程的各種管理問題，提升AI生產的轉化效率。因此，可以說MLOps是AI公司的“賣鏟","text":"繼隔夜美國公佈了3月份的CPI數據之後《0412：通脹數據降低加息預期，去美元化道阻且長！》，今夜北美盤，美國公佈了3月份的PPI數據。4月13日，美國勞工部發布的數據顯示，美國3月PPI同比2.7%，不僅顯著低於預期的3%，較前值4.6%也大幅下降，併爲連續第九個月放緩。圖片剔除食品、能源和貿易後，美國3月核心PPI同比3.4%，持平預期3.4%，但遠低於前值的4.4%，環比增速-0.1%，低於預期的0.2%和前值0%。數據公佈後，推動美股期貨短線上漲，美元指數則下探觸及100.95的時段新低，金銀則順勢刷出新高。此外，隔夜公佈的3月份美聯儲會議紀要顯示，FOMC曾考慮過3月份暫停加息，也有一些與會者考慮加息50個基點，最終選擇了25個基點的加息幅度。3月份的銀行業危機迫使FOMC的官員們降低了利率路徑的預期，並且也首次公開承認，2023年美國經濟將會出現“輕度衰退”，並在隨後兩年出現復甦。近期全球很多國家的去美元化行動如火如荼，這樣的大背景，如果美國不提起大刀，就意味着美元指數會繼續跌跌不休，那麼金銀價格持續創新高的行情就會延續下去。背後的一些觀點，我今天在學員羣裏也解釋過了，這裏不再贅述。圖片圖片圖片那麼今夜，我們就聊一聊最近做的功課：MLOPS概念研究！MLOps即機器學習運維，是一種能夠幫助團隊更有效地開發、部署和維護機器學習模型的實踐。能夠進行模型全鏈路生命週期的管理，協調各個部分確保整個流程高效的運轉。圖片機構調查調查發現，只有53%的項目能夠從AI原型轉化爲生產。原因是模型全鏈路生命週期管理存在問題。而MLOps能夠通過改進數據管理、加強模型監控、提高模型部署效率和加強團隊協作等方式爲機器學習模型全生命週期建設標準化、自動化、可持續改進的過程管理體系，從而能夠有效緩解AI生產過程的各種管理問題，提升AI生產的轉化效率。因此，可以說MLOps是AI公司的“賣鏟","images":[{"img":"https://static.tigerbbs.com/22702b4a589a2813d6c8906fa9601c6e","width":"494","height":"781"},{"img":"https://static.tigerbbs.com/7b6d5314b4d4df5ec051cd22a35ea9d7","width":"554","height":"310"},{"img":"https://static.tigerbbs.com/3cc843d04ee3831821b322d8173461aa","width":"553","height":"218"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/651931763","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942443747,"gmtCreate":1681290259990,"gmtModify":1681290263710,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942443747","repostId":"2326960594","repostType":4,"repost":{"id":"2326960594","pubTimestamp":1681281010,"share":"https://www.laohu8.com/m/news/2326960594?lang=&edition=full","pubTime":"2023-04-12 14:30","market":"us","language":"en","title":"Fed’s Meeting Minutes to Detail How Officials Weighed Bank Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2326960594","media":"Bloomberg","summary":"Policymakers met just days after banks collapsed last monthMinutes could offer clues on how official","content":"<html><head></head><body><ul><li><p>Policymakers met just days after banks collapsed last month</p></li><li><p>Minutes could offer clues on how officials assess rate path</p></li></ul><p>The Federal Reserve will offer new insight Wednesday into how policymakers reached one of their most difficult decisions in years, shrugging off bank failures that roiled markets last month to deliver a quarter-percentage-point rate hike amid signs of stubborn price pressures.</p><p style=\"text-align: start;\">The Fed’s rate increase last month, which brought their benchmark rate to a range of 4.75%-5%, had a “very strong consensus” among committee members, Chair Jerome Powell told reporters in a press conference following the March 21-22 Federal Open Market Committee meeting. All eyes will be on the minutes from that gathering, set to be released Wednesday at 2 p.m. in Washington, for details about the debate. </p><p style=\"text-align: start;\">“The overall message should still be that there’s a lot of uncertainty, but we know that we have an inflation problem still — that will be number one,” said Citigroup Inc. economist Veronica Clark.</p><h3 style=\"text-align: start;\">Weighing Trade-offs</h3><p style=\"text-align: start;\">The March rate hike came at a tumultuous time: Silicon Valley Bank had collapsed less than two weeks earlier, and Fed officials were unsure how widespread the banking turmoil would be. With inflation still running much higher than the Fed’s 2% target, officials increased rates, but not by as much as some Fed watchers had thought they might before the bank troubles unfolded.</p><p>Analysts will be looking to the minutes for insight into how policymakers weighed the need to further tighten to bring down inflation against the possibility of exacerbating angst in financial markets. </p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8248d5e151e68ca7cdc65b550549f5\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p>A key question, raised by Powell after the meeting and many of his colleagues in the weeks since, is the extent to which tighter lending conditions will filter through to the economy as the Fed tries to cool inflation and the labor market.<p></p><h3 style=\"text-align: start;\">Future Policy</h3><p style=\"text-align: start;\">The unpredictability of that has left economists and market participants scratching their heads about what the path of Fed policy could look like going forward. </p><p style=\"text-align: start;\">Fed officials in March removed language from their post-meeting statement that said that “ongoing” increases in the policy rate would be appropriate, saying instead that “some” additional tightening may be warranted. They also estimated that interest rates would rise to 5.1% by year-end, according to their median forecast, implying one more quarter-point move.</p><p>With policy now being conducted much more on a meeting-by-meeting basis, investors will look to the minutes for signs of how many officials may support further hikes. </p><p style=\"text-align: start;\">“Things have changed, we’ve gotten some stability in markets and volatility has come off a bit, but how is the base case evolving,” said Brett Ryan, senior US economist at Deutsche Bank AG. “It’s really important to see how much, in terms of upside risks to rate hikes going forward, did this latest episode truncate those upside risks.”</p><h3 style=\"text-align: start;\">Bank Fallout</h3><p style=\"text-align: start;\">The minutes from the Fed’s March meeting will also provide an important glimpse into how the country’s top banking regulators viewed the financial stability risks stemming from the bank collapses and their fallout. </p><p>Minutes from their previous meeting, at the beginning of February, showed that some of the problems that led to SVB’s failure, namely unrealized losses in their Treasury holdings, were discussed as a potential risk to the financial sector. </p><p style=\"text-align: start;\">Powell, at the post-meeting press conference in March, said officials were stumped by the rapid run on SVB. And New York Fed President John Williams this week said he didn’t think there was a link between the Fed’s aggressive rate increases and stress in the banking sector.</p><p style=\"text-align: start;\">A lending pullback could help the Fed in its attempt to cool inflation, though it’s unclear exactly how much and for how long tighter credit conditions will impact the economy.</p><p style=\"text-align: start;\">“They’re kind of increasingly confident that they’ve avoided a crisis, so it seems to me if they were willing to carry forward at that time, then all else equal they’d probably be more willing to carry forward today, depending of course on whether it’s necessary or not,” said Stephen Stanley, chief US economist at Santander US Capital Markets LLC.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Meeting Minutes to Detail How Officials Weighed Bank Risks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Meeting Minutes to Detail How Officials Weighed Bank Risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-12/fed-s-meeting-minutes-to-detail-how-officials-weighed-bank-risks?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Policymakers met just days after banks collapsed last monthMinutes could offer clues on how officials assess rate pathThe Federal Reserve will offer new insight Wednesday into how policymakers reached...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-12/fed-s-meeting-minutes-to-detail-how-officials-weighed-bank-risks?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-12/fed-s-meeting-minutes-to-detail-how-officials-weighed-bank-risks?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326960594","content_text":"Policymakers met just days after banks collapsed last monthMinutes could offer clues on how officials assess rate pathThe Federal Reserve will offer new insight Wednesday into how policymakers reached one of their most difficult decisions in years, shrugging off bank failures that roiled markets last month to deliver a quarter-percentage-point rate hike amid signs of stubborn price pressures.The Fed’s rate increase last month, which brought their benchmark rate to a range of 4.75%-5%, had a “very strong consensus” among committee members, Chair Jerome Powell told reporters in a press conference following the March 21-22 Federal Open Market Committee meeting. All eyes will be on the minutes from that gathering, set to be released Wednesday at 2 p.m. in Washington, for details about the debate. “The overall message should still be that there’s a lot of uncertainty, but we know that we have an inflation problem still — that will be number one,” said Citigroup Inc. economist Veronica Clark.Weighing Trade-offsThe March rate hike came at a tumultuous time: Silicon Valley Bank had collapsed less than two weeks earlier, and Fed officials were unsure how widespread the banking turmoil would be. With inflation still running much higher than the Fed’s 2% target, officials increased rates, but not by as much as some Fed watchers had thought they might before the bank troubles unfolded.Analysts will be looking to the minutes for insight into how policymakers weighed the need to further tighten to bring down inflation against the possibility of exacerbating angst in financial markets. A key question, raised by Powell after the meeting and many of his colleagues in the weeks since, is the extent to which tighter lending conditions will filter through to the economy as the Fed tries to cool inflation and the labor market.Future PolicyThe unpredictability of that has left economists and market participants scratching their heads about what the path of Fed policy could look like going forward. Fed officials in March removed language from their post-meeting statement that said that “ongoing” increases in the policy rate would be appropriate, saying instead that “some” additional tightening may be warranted. They also estimated that interest rates would rise to 5.1% by year-end, according to their median forecast, implying one more quarter-point move.With policy now being conducted much more on a meeting-by-meeting basis, investors will look to the minutes for signs of how many officials may support further hikes. “Things have changed, we’ve gotten some stability in markets and volatility has come off a bit, but how is the base case evolving,” said Brett Ryan, senior US economist at Deutsche Bank AG. “It’s really important to see how much, in terms of upside risks to rate hikes going forward, did this latest episode truncate those upside risks.”Bank FalloutThe minutes from the Fed’s March meeting will also provide an important glimpse into how the country’s top banking regulators viewed the financial stability risks stemming from the bank collapses and their fallout. Minutes from their previous meeting, at the beginning of February, showed that some of the problems that led to SVB’s failure, namely unrealized losses in their Treasury holdings, were discussed as a potential risk to the financial sector. Powell, at the post-meeting press conference in March, said officials were stumped by the rapid run on SVB. And New York Fed President John Williams this week said he didn’t think there was a link between the Fed’s aggressive rate increases and stress in the banking sector.A lending pullback could help the Fed in its attempt to cool inflation, though it’s unclear exactly how much and for how long tighter credit conditions will impact the economy.“They’re kind of increasingly confident that they’ve avoided a crisis, so it seems to me if they were willing to carry forward at that time, then all else equal they’d probably be more willing to carry forward today, depending of course on whether it’s necessary or not,” said Stephen Stanley, chief US economist at Santander US Capital Markets LLC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942587508,"gmtCreate":1681256586204,"gmtModify":1681256589666,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942587508","repostId":"2326672953","repostType":2,"repost":{"id":"2326672953","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1681243393,"share":"https://www.laohu8.com/m/news/2326672953?lang=&edition=full","pubTime":"2023-04-12 04:03","market":"us","language":"en","title":"U.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2326672953","media":"Reuters","summary":"(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors","content":"<html><head></head><body><p>(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors awaited crucial inflation data and the unofficial kick-off of first-quarter reporting season.</p><p style=\"text-align: start;\">The Dow closed in positive territory with economically sensitive sectors such as industrials, materials and transports providing a boost, while tech and tech-adjacent megacap stocks pulled the Nasdaq to a lower close.</p><p>The bellwether S&amp;P 500 ended essentially unchanged.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7193100662959d4987780513625da5f4\" tg-width=\"1080\" tg-height=\"1920\"/></p><p></p><p style=\"text-align: start;\">&#34;When you see cyclicals leading, that is saying that recession worries could be somewhat overblown,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha. &#34;That&#39;s a healthy sign, what you wouldn&#39;t expect to see if we were headed straight for recession.&#34;</p><p style=\"text-align: start;\">Stocks briefly gained momentum in the afternoon as Chicago Fed President Austan Goolsbee urged caution, warning that the Federal Reserve needs to be careful about raising rates too aggressively in its efforts to tame inflation.</p><p>With a lack of market moving catalysts, investors looked ahead to Wednesday&#39;s consumer price index (CPI) for any evidence that the long, slow inflation cooldown continues.</p><p style=\"text-align: start;\">&#34;It&#39;s the calm before the storm,&#34; Detrick added. &#34;With huge inflation data tomorrow, Fed minutes coming out soon and earnings right around the corner, traders are taking a wait and see approach to see how the inflation data comes in.&#34;</p><p style=\"text-align: start;\">On a monthly basis, analysts see headline and core CPI cooling to 0.2% and 0.4%, respectively. But year-on-year, while consensus estimates call for a significant drop in the headline number - to 5.2% from 6.0% - the core measure, which strips out volatile food and energy prices, is expected to gain heat, rising to 5.6% from 5.5%.</p><p style=\"text-align: start;\">As inflation slowly cools to the Fed&#39;s average annual 2% target, market participants are banking on a 67% likelihood of another 25 basis point interest rate hike at the conclusion of its May monetary policy meeting, according to CME&#39;s FedWatch tool.</p><p>&#34;(The) 25 basis point hike is probably going to happen, and is baked into stock prices,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. &#34;How they position it for the next meeting is key, because so many people are expecting a downturn in the economy.&#34;</p><p>Beyond CPI, investors are eyeing first-quarter reporting season, which surges from the starting gate on Friday with results from three major banks, Citigroup Inc (C.N), JPMorgan Chase &amp; Co (JPM.N) and Wells Fargo &amp; Co (WFC.N).</p><p style=\"text-align: start;\">Analysts expect aggregate first-quarter S&amp;P 500 earnings falling 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average (.DJI) rose 98.27 points, or 0.29%, to 33,684.79; the S&amp;P 500 (.SPX) lost 0.17 points, essentially flat, at 4,108.94; and the Nasdaq Composite (.IXIC) dropped 52.48 points, or 0.43%, to 12,031.88.</p><p style=\"text-align: start;\">Among the 11 major sectors of the S&amp;P 500, communication services (.SPLRCL) and tech (.SPLRCT) ended in the red, while energy (.SPNY) and financials (.SPSY) enjoyed the largest percentage gains.</p><p style=\"text-align: start;\">Cryptocurrency-related shares such as <a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc </a>, <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms Inc </a> and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc </a> climbed between 6% and 17% as bitcoin broke through the $30,000 level for the first time in 10 months.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/KMX\">CarMax Inc </a> surged 9.6% after the used-car retailer posted a consensus-beating quarterly profit.</p><p style=\"text-align: start;\">Drugmaker <a href=\"https://laohu8.com/S/MRNA\">Moderna Inc </a> slipped 3.1% after the company said its closely watched flu vaccine failed to meet the criteria for &#34;early success&#34; in a late-stage trial.</p><p style=\"text-align: start;\">Advancing issues outnumbered decliners on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p style=\"text-align: start;\">The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 64 new highs and 118 new lows.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 9.84 billion shares, compared with the 11.95 billion average over the last 20 trading days.</p></body></html>","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>U.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-12 04:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors awaited crucial inflation data and the unofficial kick-off of first-quarter reporting season.</p><p style=\"text-align: start;\">The Dow closed in positive territory with economically sensitive sectors such as industrials, materials and transports providing a boost, while tech and tech-adjacent megacap stocks pulled the Nasdaq to a lower close.</p><p>The bellwether S&amp;P 500 ended essentially unchanged.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7193100662959d4987780513625da5f4\" tg-width=\"1080\" tg-height=\"1920\"/></p><p></p><p style=\"text-align: start;\">&#34;When you see cyclicals leading, that is saying that recession worries could be somewhat overblown,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha. &#34;That&#39;s a healthy sign, what you wouldn&#39;t expect to see if we were headed straight for recession.&#34;</p><p style=\"text-align: start;\">Stocks briefly gained momentum in the afternoon as Chicago Fed President Austan Goolsbee urged caution, warning that the Federal Reserve needs to be careful about raising rates too aggressively in its efforts to tame inflation.</p><p>With a lack of market moving catalysts, investors looked ahead to Wednesday&#39;s consumer price index (CPI) for any evidence that the long, slow inflation cooldown continues.</p><p style=\"text-align: start;\">&#34;It&#39;s the calm before the storm,&#34; Detrick added. &#34;With huge inflation data tomorrow, Fed minutes coming out soon and earnings right around the corner, traders are taking a wait and see approach to see how the inflation data comes in.&#34;</p><p style=\"text-align: start;\">On a monthly basis, analysts see headline and core CPI cooling to 0.2% and 0.4%, respectively. But year-on-year, while consensus estimates call for a significant drop in the headline number - to 5.2% from 6.0% - the core measure, which strips out volatile food and energy prices, is expected to gain heat, rising to 5.6% from 5.5%.</p><p style=\"text-align: start;\">As inflation slowly cools to the Fed&#39;s average annual 2% target, market participants are banking on a 67% likelihood of another 25 basis point interest rate hike at the conclusion of its May monetary policy meeting, according to CME&#39;s FedWatch tool.</p><p>&#34;(The) 25 basis point hike is probably going to happen, and is baked into stock prices,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. &#34;How they position it for the next meeting is key, because so many people are expecting a downturn in the economy.&#34;</p><p>Beyond CPI, investors are eyeing first-quarter reporting season, which surges from the starting gate on Friday with results from three major banks, Citigroup Inc (C.N), JPMorgan Chase &amp; Co (JPM.N) and Wells Fargo &amp; Co (WFC.N).</p><p style=\"text-align: start;\">Analysts expect aggregate first-quarter S&amp;P 500 earnings falling 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average (.DJI) rose 98.27 points, or 0.29%, to 33,684.79; the S&amp;P 500 (.SPX) lost 0.17 points, essentially flat, at 4,108.94; and the Nasdaq Composite (.IXIC) dropped 52.48 points, or 0.43%, to 12,031.88.</p><p style=\"text-align: start;\">Among the 11 major sectors of the S&amp;P 500, communication services (.SPLRCL) and tech (.SPLRCT) ended in the red, while energy (.SPNY) and financials (.SPSY) enjoyed the largest percentage gains.</p><p style=\"text-align: start;\">Cryptocurrency-related shares such as <a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc </a>, <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms Inc </a> and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc </a> climbed between 6% and 17% as bitcoin broke through the $30,000 level for the first time in 10 months.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/KMX\">CarMax Inc </a> surged 9.6% after the used-car retailer posted a consensus-beating quarterly profit.</p><p style=\"text-align: start;\">Drugmaker <a href=\"https://laohu8.com/S/MRNA\">Moderna Inc </a> slipped 3.1% after the company said its closely watched flu vaccine failed to meet the criteria for &#34;early success&#34; in a late-stage trial.</p><p style=\"text-align: start;\">Advancing issues outnumbered decliners on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p style=\"text-align: start;\">The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 64 new highs and 118 new lows.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 9.84 billion shares, compared with the 11.95 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326672953","content_text":"(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors awaited crucial inflation data and the unofficial kick-off of first-quarter reporting season.The Dow closed in positive territory with economically sensitive sectors such as industrials, materials and transports providing a boost, while tech and tech-adjacent megacap stocks pulled the Nasdaq to a lower close.The bellwether S&P 500 ended essentially unchanged.\"When you see cyclicals leading, that is saying that recession worries could be somewhat overblown,\" said Ryan Detrick, chief market strategist at Carson Group in Omaha. \"That's a healthy sign, what you wouldn't expect to see if we were headed straight for recession.\"Stocks briefly gained momentum in the afternoon as Chicago Fed President Austan Goolsbee urged caution, warning that the Federal Reserve needs to be careful about raising rates too aggressively in its efforts to tame inflation.With a lack of market moving catalysts, investors looked ahead to Wednesday's consumer price index (CPI) for any evidence that the long, slow inflation cooldown continues.\"It's the calm before the storm,\" Detrick added. \"With huge inflation data tomorrow, Fed minutes coming out soon and earnings right around the corner, traders are taking a wait and see approach to see how the inflation data comes in.\"On a monthly basis, analysts see headline and core CPI cooling to 0.2% and 0.4%, respectively. But year-on-year, while consensus estimates call for a significant drop in the headline number - to 5.2% from 6.0% - the core measure, which strips out volatile food and energy prices, is expected to gain heat, rising to 5.6% from 5.5%.As inflation slowly cools to the Fed's average annual 2% target, market participants are banking on a 67% likelihood of another 25 basis point interest rate hike at the conclusion of its May monetary policy meeting, according to CME's FedWatch tool.\"(The) 25 basis point hike is probably going to happen, and is baked into stock prices,\" said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. \"How they position it for the next meeting is key, because so many people are expecting a downturn in the economy.\"Beyond CPI, investors are eyeing first-quarter reporting season, which surges from the starting gate on Friday with results from three major banks, Citigroup Inc (C.N), JPMorgan Chase & Co (JPM.N) and Wells Fargo & Co (WFC.N).Analysts expect aggregate first-quarter S&P 500 earnings falling 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.The Dow Jones Industrial Average (.DJI) rose 98.27 points, or 0.29%, to 33,684.79; the S&P 500 (.SPX) lost 0.17 points, essentially flat, at 4,108.94; and the Nasdaq Composite (.IXIC) dropped 52.48 points, or 0.43%, to 12,031.88.Among the 11 major sectors of the S&P 500, communication services (.SPLRCL) and tech (.SPLRCT) ended in the red, while energy (.SPNY) and financials (.SPSY) enjoyed the largest percentage gains.Cryptocurrency-related shares such as Coinbase Global Inc , Riot Platforms Inc  and Marathon Digital Holdings Inc  climbed between 6% and 17% as bitcoin broke through the $30,000 level for the first time in 10 months.CarMax Inc  surged 9.6% after the used-car retailer posted a consensus-beating quarterly profit.Drugmaker Moderna Inc  slipped 3.1% after the company said its closely watched flu vaccine failed to meet the criteria for \"early success\" in a late-stage trial.Advancing issues outnumbered decliners on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.The S&P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 64 new highs and 118 new lows.Volume on U.S. exchanges was 9.84 billion shares, compared with the 11.95 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942075088,"gmtCreate":1681093014444,"gmtModify":1681093019038,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Good for Tesla.","listText":"Good for Tesla.","text":"Good for Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942075088","repostId":"2326356576","repostType":4,"repost":{"id":"2326356576","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1681092577,"share":"https://www.laohu8.com/m/news/2326356576?lang=&edition=full","pubTime":"2023-04-10 10:09","market":"us","language":"en","title":"The EPA May Tighten Its EV Standards. These Companies Could Shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2326356576","media":"Dow Jones","summary":"The Biden administration will likely tighten emissions rules this coming week. For investors, that c","content":"<html><head></head><body><p>The Biden administration will likely tighten emissions rules this coming week. For investors, that could mean more electric vehicles on roads sooner than expected.</p><p>There are endless EV numbers to track, and following multiple governments&#39; and companies&#39; goals is no easy task. Investors will have to try, however, if they hope to pick automotive winners and losers in coming years -- and there are a few potential standouts already.</p><p>Environmental Protection Agency officials are set to reveal new pollution standards on Wednesday in Detroit, The New York Times reported on Saturday . The practical impact of the standards would mean that two-thirds of all new passenger vehicles in the U.S. would be all-electric by 2032.</p><p>The EPA didn&#39;t immediately respond to Barron&#39;s request for comment about the report.</p><p>It can feel like different governments&#39; and companies&#39; goals never match up with another. There&#39;s also the problem of comparing apples to oranges: Many EV goals, including the EPA&#39;s, include plug-in hybrid vehicles, or PHEVs, and all-battery electric vehicles, or BEVs.</p><p>Take <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a>: In 2021, the company wanted to sell about 3.5 million BEVs by the end of the decade. That would amount to roughly 35% penetration of Toyota new car sales. On Friday, Toyota updated its goals: It now wants to sell 1.5 million BEVs annually by 2026. That would be about 15% penetration of its car sales by 2026.</p><p>While Toyota sold less than 30,000 all-electric vehicles in 2022, the Japanese auto maker sold roughly 2.7 million &#34;electrified&#34; vehicles that year. About 2.6 million of those were hybrids and PHEVs.</p><p>Being dominant in hybrids is fine, but BEVs are gaining more market share versus PHEVs as batteries get cheaper and charging times improve. Several years ago, adding some batteries and a small electric motor to a conventional vehicle increased costs slightly while improving mileage. Now, vehicles with traditional engines and batteries can be more expensive to maintain and purchase than BEVs.</p><p>BEV sales accounted for roughly 75% of all plug-in vehicles in 2022. In 2015, a couple of years before Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> launched its BEV Model 3, PHEVs represented about half of all plug-in vehicle sales.</p><p>Toyota is lagging behind the competition -- and U.S. auto makers are fine with that. Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> plans to be sell BEVs at a &#34;run-rate&#34; of 2 million units a year by the end of 2026, which would require constantly increasing sales. Ford&#39;s goals imply that by 2027, about 50% of its global sales should be all-electric.</p><p>General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>, meanwhile, is hoping to sell 1 million EVs a year in North America by 2025, or roughly 33% of all of its new North American vehicle sales. GM wants to be an all-electric seller around the world by 2035, too.</p><p>GM doesn&#39;t have a European business anymore. The bulk of its vehicles are sold in the U.S. and China.</p><p>In the U.S., about 810,000, or 6%, of all passenger vehicle sales were battery-electric in 2022, up about 66% year over year. New, stricter EPA standards could help drive that number higher and faster.</p><p>Don&#39;t forget California: It&#39;s more aggressive than the EPA. The Golden State wants to have about 68% of all new passenger vehicles sold in the state to be either all-electric, fuel cell-powered, or plug-in hybrid vehicles by 2030. By 2032, when the EPA wants 67% EV penetration, according to the Times report, California is aiming for 82%.</p><p>These numbers may seem lofty, but the rest of the world is ahead of the U.S. In Western Europe, BEVs made up roughly 1.6 million units -- or 13% to 14% -- of all new vehicle sales in 2022, up about 33% compared with 2021.</p><p>Meanwhile, about 4.4 million BEVs were sold in China in 2022, up about 85% year over year, accounting for roughly 22% of all new vehicle sales. Citi analyst Jeff Chung predicts that roughly 6 million BEVs will be sold in China sold in 2023, or 30% of all new vehicle sales in the country.</p><p>Putting it together, investors should expect EVs to comprise as much as 50% of all new vehicle sales by 2030. That works out to roughly 40 million to 45 million BEVs a year by the end of the decade -- and up from the roughly 8 million sold around the globe in 2022.</p><p>That&#39;s a lot of growth. And companies that don&#39;t plan to match that mix, or have the capacity and models to match that mix, risk losing market share. GM and Ford plan to meet those targets.</p><p>Then there is Tesla: It only sells BEVs. Wall Street expects it to sell about 1.8 million BEVs in and 3.5 million in 2026. Faster penetration of EV sales means less pressure on Tesla&#39;s market share of EV sales. The total addressable market increases as EV sales expand--and that&#39;s good for Tesla shares, too.</p><p>Tesla&#39;s market share of EV sales in the U.S. ended at about 65% in 2022. Globally, Tesla captured about 17% of total BEV sales.</p></body></html>","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>The EPA May Tighten Its EV Standards. These Companies Could Shine</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nThe EPA May Tighten Its EV Standards. These Companies Could Shine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-10 10:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Biden administration will likely tighten emissions rules this coming week. For investors, that could mean more electric vehicles on roads sooner than expected.</p><p>There are endless EV numbers to track, and following multiple governments&#39; and companies&#39; goals is no easy task. Investors will have to try, however, if they hope to pick automotive winners and losers in coming years -- and there are a few potential standouts already.</p><p>Environmental Protection Agency officials are set to reveal new pollution standards on Wednesday in Detroit, The New York Times reported on Saturday . The practical impact of the standards would mean that two-thirds of all new passenger vehicles in the U.S. would be all-electric by 2032.</p><p>The EPA didn&#39;t immediately respond to Barron&#39;s request for comment about the report.</p><p>It can feel like different governments&#39; and companies&#39; goals never match up with another. There&#39;s also the problem of comparing apples to oranges: Many EV goals, including the EPA&#39;s, include plug-in hybrid vehicles, or PHEVs, and all-battery electric vehicles, or BEVs.</p><p>Take <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a>: In 2021, the company wanted to sell about 3.5 million BEVs by the end of the decade. That would amount to roughly 35% penetration of Toyota new car sales. On Friday, Toyota updated its goals: It now wants to sell 1.5 million BEVs annually by 2026. That would be about 15% penetration of its car sales by 2026.</p><p>While Toyota sold less than 30,000 all-electric vehicles in 2022, the Japanese auto maker sold roughly 2.7 million &#34;electrified&#34; vehicles that year. About 2.6 million of those were hybrids and PHEVs.</p><p>Being dominant in hybrids is fine, but BEVs are gaining more market share versus PHEVs as batteries get cheaper and charging times improve. Several years ago, adding some batteries and a small electric motor to a conventional vehicle increased costs slightly while improving mileage. Now, vehicles with traditional engines and batteries can be more expensive to maintain and purchase than BEVs.</p><p>BEV sales accounted for roughly 75% of all plug-in vehicles in 2022. In 2015, a couple of years before Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> launched its BEV Model 3, PHEVs represented about half of all plug-in vehicle sales.</p><p>Toyota is lagging behind the competition -- and U.S. auto makers are fine with that. Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> plans to be sell BEVs at a &#34;run-rate&#34; of 2 million units a year by the end of 2026, which would require constantly increasing sales. Ford&#39;s goals imply that by 2027, about 50% of its global sales should be all-electric.</p><p>General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>, meanwhile, is hoping to sell 1 million EVs a year in North America by 2025, or roughly 33% of all of its new North American vehicle sales. GM wants to be an all-electric seller around the world by 2035, too.</p><p>GM doesn&#39;t have a European business anymore. The bulk of its vehicles are sold in the U.S. and China.</p><p>In the U.S., about 810,000, or 6%, of all passenger vehicle sales were battery-electric in 2022, up about 66% year over year. New, stricter EPA standards could help drive that number higher and faster.</p><p>Don&#39;t forget California: It&#39;s more aggressive than the EPA. The Golden State wants to have about 68% of all new passenger vehicles sold in the state to be either all-electric, fuel cell-powered, or plug-in hybrid vehicles by 2030. By 2032, when the EPA wants 67% EV penetration, according to the Times report, California is aiming for 82%.</p><p>These numbers may seem lofty, but the rest of the world is ahead of the U.S. In Western Europe, BEVs made up roughly 1.6 million units -- or 13% to 14% -- of all new vehicle sales in 2022, up about 33% compared with 2021.</p><p>Meanwhile, about 4.4 million BEVs were sold in China in 2022, up about 85% year over year, accounting for roughly 22% of all new vehicle sales. Citi analyst Jeff Chung predicts that roughly 6 million BEVs will be sold in China sold in 2023, or 30% of all new vehicle sales in the country.</p><p>Putting it together, investors should expect EVs to comprise as much as 50% of all new vehicle sales by 2030. That works out to roughly 40 million to 45 million BEVs a year by the end of the decade -- and up from the roughly 8 million sold around the globe in 2022.</p><p>That&#39;s a lot of growth. And companies that don&#39;t plan to match that mix, or have the capacity and models to match that mix, risk losing market share. GM and Ford plan to meet those targets.</p><p>Then there is Tesla: It only sells BEVs. Wall Street expects it to sell about 1.8 million BEVs in and 3.5 million in 2026. Faster penetration of EV sales means less pressure on Tesla&#39;s market share of EV sales. The total addressable market increases as EV sales expand--and that&#39;s good for Tesla shares, too.</p><p>Tesla&#39;s market share of EV sales in the U.S. ended at about 65% in 2022. Globally, Tesla captured about 17% of total BEV sales.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GM":"通用汽车","TM":"丰田汽车","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326356576","content_text":"The Biden administration will likely tighten emissions rules this coming week. For investors, that could mean more electric vehicles on roads sooner than expected.There are endless EV numbers to track, and following multiple governments' and companies' goals is no easy task. Investors will have to try, however, if they hope to pick automotive winners and losers in coming years -- and there are a few potential standouts already.Environmental Protection Agency officials are set to reveal new pollution standards on Wednesday in Detroit, The New York Times reported on Saturday . The practical impact of the standards would mean that two-thirds of all new passenger vehicles in the U.S. would be all-electric by 2032.The EPA didn't immediately respond to Barron's request for comment about the report.It can feel like different governments' and companies' goals never match up with another. There's also the problem of comparing apples to oranges: Many EV goals, including the EPA's, include plug-in hybrid vehicles, or PHEVs, and all-battery electric vehicles, or BEVs.Take Toyota Motor: In 2021, the company wanted to sell about 3.5 million BEVs by the end of the decade. That would amount to roughly 35% penetration of Toyota new car sales. On Friday, Toyota updated its goals: It now wants to sell 1.5 million BEVs annually by 2026. That would be about 15% penetration of its car sales by 2026.While Toyota sold less than 30,000 all-electric vehicles in 2022, the Japanese auto maker sold roughly 2.7 million \"electrified\" vehicles that year. About 2.6 million of those were hybrids and PHEVs.Being dominant in hybrids is fine, but BEVs are gaining more market share versus PHEVs as batteries get cheaper and charging times improve. Several years ago, adding some batteries and a small electric motor to a conventional vehicle increased costs slightly while improving mileage. Now, vehicles with traditional engines and batteries can be more expensive to maintain and purchase than BEVs.BEV sales accounted for roughly 75% of all plug-in vehicles in 2022. In 2015, a couple of years before Tesla $(TSLA)$ launched its BEV Model 3, PHEVs represented about half of all plug-in vehicle sales.Toyota is lagging behind the competition -- and U.S. auto makers are fine with that. Ford Motor $(F)$ plans to be sell BEVs at a \"run-rate\" of 2 million units a year by the end of 2026, which would require constantly increasing sales. Ford's goals imply that by 2027, about 50% of its global sales should be all-electric.General Motors $(GM)$, meanwhile, is hoping to sell 1 million EVs a year in North America by 2025, or roughly 33% of all of its new North American vehicle sales. GM wants to be an all-electric seller around the world by 2035, too.GM doesn't have a European business anymore. The bulk of its vehicles are sold in the U.S. and China.In the U.S., about 810,000, or 6%, of all passenger vehicle sales were battery-electric in 2022, up about 66% year over year. New, stricter EPA standards could help drive that number higher and faster.Don't forget California: It's more aggressive than the EPA. The Golden State wants to have about 68% of all new passenger vehicles sold in the state to be either all-electric, fuel cell-powered, or plug-in hybrid vehicles by 2030. By 2032, when the EPA wants 67% EV penetration, according to the Times report, California is aiming for 82%.These numbers may seem lofty, but the rest of the world is ahead of the U.S. In Western Europe, BEVs made up roughly 1.6 million units -- or 13% to 14% -- of all new vehicle sales in 2022, up about 33% compared with 2021.Meanwhile, about 4.4 million BEVs were sold in China in 2022, up about 85% year over year, accounting for roughly 22% of all new vehicle sales. Citi analyst Jeff Chung predicts that roughly 6 million BEVs will be sold in China sold in 2023, or 30% of all new vehicle sales in the country.Putting it together, investors should expect EVs to comprise as much as 50% of all new vehicle sales by 2030. That works out to roughly 40 million to 45 million BEVs a year by the end of the decade -- and up from the roughly 8 million sold around the globe in 2022.That's a lot of growth. And companies that don't plan to match that mix, or have the capacity and models to match that mix, risk losing market share. GM and Ford plan to meet those targets.Then there is Tesla: It only sells BEVs. Wall Street expects it to sell about 1.8 million BEVs in and 3.5 million in 2026. Faster penetration of EV sales means less pressure on Tesla's market share of EV sales. The total addressable market increases as EV sales expand--and that's good for Tesla shares, too.Tesla's market share of EV sales in the U.S. ended at about 65% in 2022. Globally, Tesla captured about 17% of total BEV sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942071674,"gmtCreate":1681092341599,"gmtModify":1681092343571,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942071674","repostId":"2326659985","repostType":2,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942071326,"gmtCreate":1681092319166,"gmtModify":1681092322588,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942071326","repostId":"2326659677","repostType":2,"repost":{"id":"2326659677","pubTimestamp":1681091940,"share":"https://www.laohu8.com/m/news/2326659677?lang=&edition=full","pubTime":"2023-04-10 09:59","market":"us","language":"zh","title":"特斯拉将在沪新建储能超级工厂 概念股早盘大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2326659677","media":"市场资讯","summary":"　　4月10日消息，储能板块早盘持续活跃，截至发稿，易事特涨超10%，科泰电源、派能科技、协鑫能科、高澜股份、英杰电气、科士达、德方纳米等涨超5%。　　特斯拉在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行超级工厂投资。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/cn/min/640x360xxfhd/sz300376.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　4月10日消息，储能板块早盘持续活跃，截至发稿，<span><a href=\"https://laohu8.com/S/300376\">易事特</a></span><span></span>涨超10%，<span><a href=\"https://laohu8.com/S/300153\">科泰电源</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688063\">派能科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002015\">协鑫能科</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300499\">高澜股份</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300820\">英杰电气</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002518\">科士达</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300769\">德方纳米</a></span><span></span>等涨超5%。</p>\n<p><strong>　　消息面：</strong></p>\n<p>　　<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行超级工厂投资。</p>\n<p>　　根据特斯拉的介绍，其储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。特斯拉对《环球时报》记者表示，特斯拉上海储能超级工厂的产品将面向全球市场。</p>\n<p>　　特斯拉在不久前公布的“秘密宏图”第三篇章中，将目标设定为全面转向可持续能源，2050年前实现能源100%可持续，特斯拉储能超级工厂项目也正是实现这一目标的重要举措之一。目前，特斯拉Megapack电池已经在美国、英国、澳大利亚等国投入应用。</p>\n<div>\n<span>炒股开户享福利，送投顾服务60天体验权，一对一指导服务！</span>\n<img src=\"\"/>\n</div>\n<div>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王涵 </p>\n</div></body></html>","source":"sina","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>特斯拉将在沪新建储能超级工厂 概念股早盘大涨</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉将在沪新建储能超级工厂 概念股早盘大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 09:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/gujiayidong/2023-04-10/doc-imypwefr1594139.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　4月10日消息，储能板块早盘持续活跃，截至发稿，易事特涨超10%，科泰电源、派能科技、协鑫能科、高澜股份、英杰电气、科士达、德方纳米等涨超5%。\n　　消息面：\n　　特斯拉在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/gujiayidong/2023-04-10/doc-imypwefr1594139.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","TSLA":"特斯拉","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4527":"明星科技股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4588":"碎股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://finance.sina.com.cn/stock/gujiayidong/2023-04-10/doc-imypwefr1594139.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2326659677","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　4月10日消息，储能板块早盘持续活跃，截至发稿，易事特涨超10%，科泰电源、派能科技、协鑫能科、高澜股份、英杰电气、科士达、德方纳米等涨超5%。\n　　消息面：\n　　特斯拉在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行超级工厂投资。\n　　根据特斯拉的介绍，其储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。特斯拉对《环球时报》记者表示，特斯拉上海储能超级工厂的产品将面向全球市场。\n　　特斯拉在不久前公布的“秘密宏图”第三篇章中，将目标设定为全面转向可持续能源，2050年前实现能源100%可持续，特斯拉储能超级工厂项目也正是实现这一目标的重要举措之一。目前，特斯拉Megapack电池已经在美国、英国、澳大利亚等国投入应用。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\n\n\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王涵","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942057307,"gmtCreate":1681089881409,"gmtModify":1681089883150,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942057307","repostId":"1109064904","repostType":4,"repost":{"id":"1109064904","pubTimestamp":1681084517,"share":"https://www.laohu8.com/m/news/1109064904?lang=&edition=full","pubTime":"2023-04-10 07:55","market":"sg","language":"en","title":"Singapore Bourse May Remain Stuck In Neutral On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1109064904","media":"RTTNews","summary":"Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winn","content":"<html><head></head><body><p>Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winning streak in which it had jumped more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,300-point plateau and it may spin its wheels again on Monday.</p><p style=\"text-align: start;\">There&#39;s not much of a global forecast, as most of the markets in Europe and the United States were closed on Friday for Good Friday. Key U.S. employment data was roughly in line with expectations, suggesting a steady if quiet session.</p><p style=\"text-align: start;\">The STI finished modestly lower on Thursday following losses from the property stocks and trusts, while the financials and industrials were mixed.</p><p style=\"text-align: start;\">For the day, the index sank 18.39 points or 0.55 percent to finish at 3,300.48 after trading between 3,291.65 and 3,314.74.</p><p style=\"text-align: start;\">Among the actives, Ascendas REIT and Hongkong Land both plunged 2.05 percent, while CapitaLand Integrated Commercial Trust dropped 0.49 percent, CapitaLand Investment and SingTel both skidded 0.79 percent, City Developments retreated 1.09 percent, Comfort DelGro slumped 0.83 percent, DBS Group rose 0.21 percent, Keppel Corp eased 0.17 percent, Mapletree Pan Asia Commercial Trust and Yangzijiang Shipbuilding both tumbled 1.63 percent, Mapletree Industrial Trust declined 1.24 percent, Mapletree Logistics Trust plummeted 2.59 percent, SATS and Singapore Technologies Engineering both stumbled 1.08 percent, SembCorp Industries climbed 1.15 percent, Thai Beverage surrendered 1.50 percent, United Overseas Bank sank 0.43 percent, Wilmar International tanked 1.89 percent and Emperador, Genting Singapore, Yangzijiang Financial and Oversea-Chinese Banking Corporation were unchanged.</p><p style=\"text-align: start;\">There is no lead from Wall Street as the stock and oil markets were closed for Good Friday. The big catalyst for the day, however, was the closely watched U.S. jobs report for March.</p><p>The Labor Department said that employment in the U.S. increased roughly in line with forecasts in March as non-farm payroll employment climbed by 236,000 jobs after jumping by an upwardly revised 326,000 jobs in February.</p><p style=\"text-align: start;\">Economists had expected employment to rise by about 240,000 jobs compared to the addition of 311,000 jobs originally reported for the previous month.</p><p style=\"text-align: start;\">Also, the unemployment rate edged down to 3.5 percent in March from 3.6 percent in February; the unemployment rate was expected to be unchanged.</p><p style=\"text-align: start;\">The numbers fall in the butter zone, which is to say good enough to dispel fears of an economic slowdown but not so good as the encourage the Federal Reserve to feel comfortable applying another rate hike anytime soon.</p></body></html>","source":"lsy1626938412129","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>Singapore Bourse May Remain Stuck In Neutral On Monday</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nSingapore Bourse May Remain Stuck In Neutral On Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3355209/singapore-bourse-may-remain-stuck-in-neutral-on-monday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winning streak in which it had jumped more than 60 points or 1.9 percent. The Straits Times Index now ...</p>\n\n<a href=\"https://www.rttnews.com/3355209/singapore-bourse-may-remain-stuck-in-neutral-on-monday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3355209/singapore-bourse-may-remain-stuck-in-neutral-on-monday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109064904","content_text":"Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winning streak in which it had jumped more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,300-point plateau and it may spin its wheels again on Monday.There's not much of a global forecast, as most of the markets in Europe and the United States were closed on Friday for Good Friday. Key U.S. employment data was roughly in line with expectations, suggesting a steady if quiet session.The STI finished modestly lower on Thursday following losses from the property stocks and trusts, while the financials and industrials were mixed.For the day, the index sank 18.39 points or 0.55 percent to finish at 3,300.48 after trading between 3,291.65 and 3,314.74.Among the actives, Ascendas REIT and Hongkong Land both plunged 2.05 percent, while CapitaLand Integrated Commercial Trust dropped 0.49 percent, CapitaLand Investment and SingTel both skidded 0.79 percent, City Developments retreated 1.09 percent, Comfort DelGro slumped 0.83 percent, DBS Group rose 0.21 percent, Keppel Corp eased 0.17 percent, Mapletree Pan Asia Commercial Trust and Yangzijiang Shipbuilding both tumbled 1.63 percent, Mapletree Industrial Trust declined 1.24 percent, Mapletree Logistics Trust plummeted 2.59 percent, SATS and Singapore Technologies Engineering both stumbled 1.08 percent, SembCorp Industries climbed 1.15 percent, Thai Beverage surrendered 1.50 percent, United Overseas Bank sank 0.43 percent, Wilmar International tanked 1.89 percent and Emperador, Genting Singapore, Yangzijiang Financial and Oversea-Chinese Banking Corporation were unchanged.There is no lead from Wall Street as the stock and oil markets were closed for Good Friday. The big catalyst for the day, however, was the closely watched U.S. jobs report for March.The Labor Department said that employment in the U.S. increased roughly in line with forecasts in March as non-farm payroll employment climbed by 236,000 jobs after jumping by an upwardly revised 326,000 jobs in February.Economists had expected employment to rise by about 240,000 jobs compared to the addition of 311,000 jobs originally reported for the previous month.Also, the unemployment rate edged down to 3.5 percent in March from 3.6 percent in February; the unemployment rate was expected to be unchanged.The numbers fall in the butter zone, which is to say good enough to dispel fears of an economic slowdown but not so good as the encourage the Federal Reserve to feel comfortable applying another rate hike anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946691532,"gmtCreate":1680930248126,"gmtModify":1680930251532,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946691532","repostId":"9946369126","repostType":1,"repost":{"id":9946369126,"gmtCreate":1680865208000,"gmtModify":1703674838418,"author":{"id":"3527667592269412","authorId":"3527667592269412","name":"OptionsTracker","avatar":"https://static.tigerbbs.com/e3f1f839aad7a15f602f3f42eaad51af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Hot stocks covered call  reference [April 7]","htmlText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","listText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","text":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","images":[{"img":"https://static.tigerbbs.com/1be4ad594d709020d91c8496e1f9e7c9"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946369126","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946934667,"gmtCreate":1680833449459,"gmtModify":1680833452853,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946934667","repostId":"9946068095","repostType":1,"repost":{"id":9946068095,"gmtCreate":1680819140318,"gmtModify":1680832221676,"author":{"id":"10000000000010753","authorId":"10000000000010753","name":"Jason Brown","avatar":"https://community-static.tradeup.com/news/885c2e58d38e3b282c4d6dba0394cce5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n  I may change my profession to become an insurance salesmen lol...⁠ ⁠ I'm just so passionate about helping people not blow their ...<a href=\"https://laohu8.com/POSTVIDEO/{ID}\"></a><a href=\"https://www.youtube.com/embed/_SJximpQ_Ng\">We can't control the market...</a>From Youtube: https://www.youtube.com/watch?v=_SJximpQ_Ng\n \n","listText":"I may change my profession to become an insurance salesmen lol...⁠ ⁠ I'm just so passionate about helping people not blow their ...<a href=\"https://laohu8.com/POSTVIDEO/{ID}\"></a><a href=\"https://www.youtube.com/embed/_SJximpQ_Ng\">We can't control the market...</a>From Youtube: https://www.youtube.com/watch?v=_SJximpQ_Ng","text":"I may change my profession to become an insurance salesmen lol...⁠ ⁠ I'm just so passionate about helping people not blow their ...We can't control the market...From Youtube: https://www.youtube.com/watch?v=_SJximpQ_Ng","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946068095","isVote":1,"tweetType":2,"object":{"id":"40bf4b2f58f34f36b94343859fe836d3","tweetId":"9946068095","title":"We can&#39;t control the market...","videoUrl":"http://v.tigerbbs.com/168081913504414f1a47cae62ac6af16d58cee5866672.mp4","poster":"https://static.tigerbbs.com/8aad7322e0e779dd9870209bb77aa365","shareLink":"http://v.tigerbbs.com/168081913504414f1a47cae62ac6af16d58cee5866672.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948884676,"gmtCreate":1680670820995,"gmtModify":1680670824640,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948884676","repostId":"2324800035","repostType":4,"repost":{"id":"2324800035","pubTimestamp":1680645600,"share":"https://www.laohu8.com/m/news/2324800035?lang=&edition=full","pubTime":"2023-04-05 06:00","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2324800035","media":"Motley Fool","summary":"Which industry had the worst month? It should come as no surprise.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Bank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.</p></li><li><p>The three worst-performing stocks on the S&amp;P 500 were all bank stocks. Are they buys?</p></li></ul><p>The <strong>S&amp;P 500</strong> was up 3.5% in March. This may come as a surprise, given that two major banks went under and another is in the process of winding down its operations. However, the S&amp;P 500 was resilient, as the damage was largely contained to the banking industry. But bank stocks took a major hit -- some deserved it -- while others were just caught up in the sell-off.</p><p>It should come as no surprise, then, that the three worst-performing stocks on the S&amp;P 500 in March were all banks. Let&#39;s take a look at the big losers and see if they are worth a closer look as a possible investment or should be avoided.</p><h2>Banks had the worst month</h2><p>The three worst-performing stocks on the S&amp;P 500 in March were <strong><a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a></strong>, <strong>Zions Bancorp</strong>, and <strong>Comerica</strong>. First Republic was down a whopping 88.6% in March, while Zions was down 38.2%, and Comerica fell 36.7% for the month.</p><p>These three banks all have a few things in common. For one, all three are regional banks. Small and regional banks took the biggest hits in the bank sell-off after Signature Bank and <strong>SVB Financial</strong>&#39;s Silicon Valley Bank (SVB) collapsed after a run on deposits. The second reason is more germane to why these three banks, in particular, saw their stock prices tumble: They all have a large number of uninsured deposits.</p><p>Both SVB and Signature Bank had the highest level of uninsured deposits, by far, with more than 90% of total deposits uninsured. But among regional banks, First Republic was third, at about 68%, while Comerica was not far behind at 64%, and Zions was in the top 10 among regional banks with 52% in uninsured deposits.</p><p>What are uninsured deposits and why does this matter? Uninsured deposits refer to any cash in accounts in excess of $250,000. Since the Federal Deposit Insurance Corp. (FDIC) only insures deposits up to $250,000, money over that amount would be uninsured. As account holders pulled their deposits from SVB and then Signature, the contagion spread to other, similar banks that had high levels of uninsured deposits -- most notably First Republic.</p><p>However, it&#39;s worth noting that the run that hurt SVB was unique in that SVB had too much money invested in long-term held-to-maturity (HTM) bonds that it couldn&#39;t sell, thus hurting its liquidity after deposit outflows. First Republic, Zions, and Comerica didn&#39;t have nearly as much tied up in HTM bonds, as this article by the Motley Fool&#39;s Bram Berkowitz explains. That still didn&#39;t stop panicked investors from pulling deposits, at least initially.  </p><p>The banking crisis got national attention starting around March 8-9. By March 13, federal regulators stepped in to ensure that any banks that needed liquidity would get it through their Bank Term Funding Program, to avoid another bank failure. On March 16, the 11 largest U.S. banks committed to providing a lifeline to First Republic in the form of $30 billion in deposits to bolster its liquidity and assure other First Republic depositors that it had cash on hand to handle transactions.</p><h2>Is the worst over?</h2><p>First Republic, Zions, and Comerica have stabilized since that initial drop following the bank failures. But the massive drops in their stock prices brought their valuations down to dirt cheap levels.</p><p>Comerica is trading at 4.8 times earnings, down from a price-to-earnings (P/E) ratio of 8.8 at the end of 2022, while Zions is trading at 4.7 times earnings, down from 9.2 on Dec. 31. First Republic is even cheaper, with a P/E ratio of just 1.7, down from 14.5 at the end of 2022.</p><p>The worst is probably over for these bank stocks, but there&#39;s still too much volatility and uncertainty surrounding regional banks, as there&#39;s been a flight by depositors to larger, more regulated banks. Also, Congress is debating whether or not there should be further regulations on small to mid-sized banks -- those with less than $250 billion in assets that aren&#39;t subject to stress tests. This is something to watch for.</p><p>In addition, these are not banks I would have recommended before the meltdown, just because there are better deals elsewhere in the industry. That hasn&#39;t changed now.</p><p>But these three stocks are very cheap, so the low valuation is intriguing. I&#39;d at least wait until they each report first-quarter earnings later this month, however, to see what kind of fallout is still to be reported for each and better determine if they are really on the road to recovery.</p></body></html>","source":"fool_stock","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>Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nIs It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 06:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.The three worst-performing stocks on the S&P 500 were all bank stocks. Are they buys?The S&P ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓","CMA":"联信银行","BK4581":"高盛持仓","ZION":"齐昂银行","BK4504":"桥水持仓","BK4588":"碎股","BK4211":"区域性银行","BK4589":"SVB概念"},"source_url":"https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324800035","content_text":"KEY POINTSBank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.The three worst-performing stocks on the S&P 500 were all bank stocks. Are they buys?The S&P 500 was up 3.5% in March. This may come as a surprise, given that two major banks went under and another is in the process of winding down its operations. However, the S&P 500 was resilient, as the damage was largely contained to the banking industry. But bank stocks took a major hit -- some deserved it -- while others were just caught up in the sell-off.It should come as no surprise, then, that the three worst-performing stocks on the S&P 500 in March were all banks. Let's take a look at the big losers and see if they are worth a closer look as a possible investment or should be avoided.Banks had the worst monthThe three worst-performing stocks on the S&P 500 in March were First Republic Bank, Zions Bancorp, and Comerica. First Republic was down a whopping 88.6% in March, while Zions was down 38.2%, and Comerica fell 36.7% for the month.These three banks all have a few things in common. For one, all three are regional banks. Small and regional banks took the biggest hits in the bank sell-off after Signature Bank and SVB Financial's Silicon Valley Bank (SVB) collapsed after a run on deposits. The second reason is more germane to why these three banks, in particular, saw their stock prices tumble: They all have a large number of uninsured deposits.Both SVB and Signature Bank had the highest level of uninsured deposits, by far, with more than 90% of total deposits uninsured. But among regional banks, First Republic was third, at about 68%, while Comerica was not far behind at 64%, and Zions was in the top 10 among regional banks with 52% in uninsured deposits.What are uninsured deposits and why does this matter? Uninsured deposits refer to any cash in accounts in excess of $250,000. Since the Federal Deposit Insurance Corp. (FDIC) only insures deposits up to $250,000, money over that amount would be uninsured. As account holders pulled their deposits from SVB and then Signature, the contagion spread to other, similar banks that had high levels of uninsured deposits -- most notably First Republic.However, it's worth noting that the run that hurt SVB was unique in that SVB had too much money invested in long-term held-to-maturity (HTM) bonds that it couldn't sell, thus hurting its liquidity after deposit outflows. First Republic, Zions, and Comerica didn't have nearly as much tied up in HTM bonds, as this article by the Motley Fool's Bram Berkowitz explains. That still didn't stop panicked investors from pulling deposits, at least initially.  The banking crisis got national attention starting around March 8-9. By March 13, federal regulators stepped in to ensure that any banks that needed liquidity would get it through their Bank Term Funding Program, to avoid another bank failure. On March 16, the 11 largest U.S. banks committed to providing a lifeline to First Republic in the form of $30 billion in deposits to bolster its liquidity and assure other First Republic depositors that it had cash on hand to handle transactions.Is the worst over?First Republic, Zions, and Comerica have stabilized since that initial drop following the bank failures. But the massive drops in their stock prices brought their valuations down to dirt cheap levels.Comerica is trading at 4.8 times earnings, down from a price-to-earnings (P/E) ratio of 8.8 at the end of 2022, while Zions is trading at 4.7 times earnings, down from 9.2 on Dec. 31. First Republic is even cheaper, with a P/E ratio of just 1.7, down from 14.5 at the end of 2022.The worst is probably over for these bank stocks, but there's still too much volatility and uncertainty surrounding regional banks, as there's been a flight by depositors to larger, more regulated banks. Also, Congress is debating whether or not there should be further regulations on small to mid-sized banks -- those with less than $250 billion in assets that aren't subject to stress tests. This is something to watch for.In addition, these are not banks I would have recommended before the meltdown, just because there are better deals elsewhere in the industry. That hasn't changed now.But these three stocks are very cheap, so the low valuation is intriguing. I'd at least wait until they each report first-quarter earnings later this month, however, to see what kind of fallout is still to be reported for each and better determine if they are really on the road to recovery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948892677,"gmtCreate":1680662449699,"gmtModify":1680662451591,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948892677","repostId":"1115789499","repostType":4,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941798630,"gmtCreate":1680590996921,"gmtModify":1680591000424,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941798630","repostId":"2324816815","repostType":4,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941798181,"gmtCreate":1680590984844,"gmtModify":1680590988135,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941798181","repostId":"2324313895","repostType":4,"repost":{"id":"2324313895","pubTimestamp":1680592503,"share":"https://www.laohu8.com/m/news/2324313895?lang=&edition=full","pubTime":"2023-04-04 15:15","market":"us","language":"en","title":"4 Oil Stocks That Are Screaming Buys in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2324313895","media":"Motley Fool","summary":"Oil prices could heat back up this summer.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Oil prices appear poised to rally in the coming months.</p></li><li><p>Many oil stocks trade to cheap valuations based on the cash flows they can produce at current prices.</p></li><li><p>That makes them look like bargain buys, given the upside potential in crude prices.</p></li></ul><p>Crude oil prices have swooned over the past year. West Texas Intermediate (WTI), the primary U.S. oil price benchmark, has fallen more than 25% since last April and is even further below its peak in the triple digits last June.</p><p>However, oil has started to heat back up along with the weather. WTI was recently above $75 a barrel and has jumped by more than $10 a barrel in the past week. It could have much further to run, given the demand catalysts ahead. In light of that outlook, oil stocks look like screaming buys this April. Among those that stand out are <strong>Devon Energy</strong>, <strong>Pioneer Natural Resources</strong>, <strong>Marathon Oil</strong>, and <strong><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a></strong>. </p><h2>Demand is growing faster than supply</h2><p>While oil prices have declined this year, crude could rebound sharply in the coming months. The biggest driver is resurgent demand. Consumption declined by 80,000 barrels per day (BPD) in the fourth quarter, according to the International Energy Agency (IEA). However, its March oil market report forecasts &#34;world oil demand growth is set to accelerate sharply over the course of 2023.&#34; It sees consumption growing by 710,000 BPD during the first quarter and rising by 2.6 million BPD by year-end. While supplies will also rise this year, the IEA expects them to fall short of demand in the second half, driven by seasonal trends and recovering demand in China. That expected shortfall between supply and demand should push oil prices higher. </p><h2>Cheap oil stocks</h2><p>Shares of oil producers have fallen along with oil prices over the past few months, and that means they&#39;re cheap compared to the cash flows they can produce.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f385b3e1acf2d08cbd96bbac0e3b732\" alt=\"DVN data by YCharts\" title=\"DVN data by YCharts\" tg-width=\"720\" tg-height=\"500\"/><span>DVN data by YCharts</span></p><p>For example, at $70 a barrel, Diamondback Energy estimates it can produce $14.71 of free cash flow per share this year. With the stock around $135 a share recently, it trades at about 9.2 times free cash flow or a 10.9% free cash flow yield. That&#39;s dirt cheap compared to the broader market. The <strong>S&amp;P 500 </strong>trades at about 20 times free cash flow (a 5% free cash flow yield), while the <strong>Nasdaq Composite</strong> fetches 25 times free cash flow (a 4% yield). Meanwhile, Diamondback Energy&#39;s free cash flow will rise with oil prices. It can produce almost $18 a share at $80 oil and $24.50 per share if crude averages $100 a barrel. That will give it more money to pay dividends and buy back its dirt cheap shares.</p><p>Pioneer Natural Resources plans to pay out the bulk of its oil-fueled cash flows to investors through its fixed-plus variable dividend framework. It set the variable portion at 75% of its post-base-dividend free cash flow. That means it could pay out a gusher of dividends this year: </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8a5c943a2d99b4e4710496bb9f3ede\" alt=\"Image source: Pioneer Natural Resources.\" title=\"Image source: Pioneer Natural Resources.\" tg-width=\"700\" tg-height=\"392\"/><span>Image source: Pioneer Natural Resources.</span></p><p>With shares around $205 apiece, the company&#39;s dividend yield could be over 10% if oil averages more than $80 a barrel this year. </p><p>Devon Energy also pays a fixed-plus-variable dividend, with the variable rate at 50% of its post-base-dividend free cash flow. Its payout will consequently rise with oil prices. Meanwhile, it could use a portion of the free cash it doesn&#39;t pay in dividends to repurchase its cheap shares. The stock trades at a more than 8% free cash flow yield based on the free cash flow it can produce at $80 oil.</p><p>Marathon Oil uses most of its free cash flow to repurchase shares. That has enabled the company to retire a peer-leading 20% of its outstanding shares over the past several quarters because it&#39;s repurchasing them at a low valuation. With its stock price down from the peak, Marathon could buy back a boatload more shares this year, especially if oil prices rally this summer.</p><h2>Dirt-cheap oil stocks with a potential major upside catalyst</h2><p>Shares of Devon, Diamondback, Marathon, and Pioneer all trade at relatively low prices based on the cash flows they can produce at current oil prices. That makes them look like screaming buys, given that oil prices could surge this summer as demand accelerates. Higher prices would enable them to generate even more cash they&#39;d return to investors through dividends and buybacks. And that means they could produce big-time total returns this year.</p></body></html>","source":"fool_stock","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>4 Oil Stocks That Are Screaming Buys in April</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n4 Oil Stocks That Are Screaming Buys in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 15:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/03/4-oil-stocks-that-are-screaming-buys-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSOil prices appear poised to rally in the coming months.Many oil stocks trade to cheap valuations based on the cash flows they can produce at current prices.That makes them look like bargain ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/03/4-oil-stocks-that-are-screaming-buys-in-april/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PXD":"先锋自然资源","DVN":"德文能源","BK4213":"石油与天然气的勘探与生产","BK4129":"建筑与工程","MRO":"马拉松石油","FANG":"Diamondback Energy"},"source_url":"https://www.fool.com/investing/2023/04/03/4-oil-stocks-that-are-screaming-buys-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324313895","content_text":"KEY POINTSOil prices appear poised to rally in the coming months.Many oil stocks trade to cheap valuations based on the cash flows they can produce at current prices.That makes them look like bargain buys, given the upside potential in crude prices.Crude oil prices have swooned over the past year. West Texas Intermediate (WTI), the primary U.S. oil price benchmark, has fallen more than 25% since last April and is even further below its peak in the triple digits last June.However, oil has started to heat back up along with the weather. WTI was recently above $75 a barrel and has jumped by more than $10 a barrel in the past week. It could have much further to run, given the demand catalysts ahead. In light of that outlook, oil stocks look like screaming buys this April. Among those that stand out are Devon Energy, Pioneer Natural Resources, Marathon Oil, and Diamondback Energy. Demand is growing faster than supplyWhile oil prices have declined this year, crude could rebound sharply in the coming months. The biggest driver is resurgent demand. Consumption declined by 80,000 barrels per day (BPD) in the fourth quarter, according to the International Energy Agency (IEA). However, its March oil market report forecasts \"world oil demand growth is set to accelerate sharply over the course of 2023.\" It sees consumption growing by 710,000 BPD during the first quarter and rising by 2.6 million BPD by year-end. While supplies will also rise this year, the IEA expects them to fall short of demand in the second half, driven by seasonal trends and recovering demand in China. That expected shortfall between supply and demand should push oil prices higher. Cheap oil stocksShares of oil producers have fallen along with oil prices over the past few months, and that means they're cheap compared to the cash flows they can produce.DVN data by YChartsFor example, at $70 a barrel, Diamondback Energy estimates it can produce $14.71 of free cash flow per share this year. With the stock around $135 a share recently, it trades at about 9.2 times free cash flow or a 10.9% free cash flow yield. That's dirt cheap compared to the broader market. The S&P 500 trades at about 20 times free cash flow (a 5% free cash flow yield), while the Nasdaq Composite fetches 25 times free cash flow (a 4% yield). Meanwhile, Diamondback Energy's free cash flow will rise with oil prices. It can produce almost $18 a share at $80 oil and $24.50 per share if crude averages $100 a barrel. That will give it more money to pay dividends and buy back its dirt cheap shares.Pioneer Natural Resources plans to pay out the bulk of its oil-fueled cash flows to investors through its fixed-plus variable dividend framework. It set the variable portion at 75% of its post-base-dividend free cash flow. That means it could pay out a gusher of dividends this year: Image source: Pioneer Natural Resources.With shares around $205 apiece, the company's dividend yield could be over 10% if oil averages more than $80 a barrel this year. Devon Energy also pays a fixed-plus-variable dividend, with the variable rate at 50% of its post-base-dividend free cash flow. Its payout will consequently rise with oil prices. Meanwhile, it could use a portion of the free cash it doesn't pay in dividends to repurchase its cheap shares. The stock trades at a more than 8% free cash flow yield based on the free cash flow it can produce at $80 oil.Marathon Oil uses most of its free cash flow to repurchase shares. That has enabled the company to retire a peer-leading 20% of its outstanding shares over the past several quarters because it's repurchasing them at a low valuation. With its stock price down from the peak, Marathon could buy back a boatload more shares this year, especially if oil prices rally this summer.Dirt-cheap oil stocks with a potential major upside catalystShares of Devon, Diamondback, Marathon, and Pioneer all trade at relatively low prices based on the cash flows they can produce at current oil prices. That makes them look like screaming buys, given that oil prices could surge this summer as demand accelerates. Higher prices would enable them to generate even more cash they'd return to investors through dividends and buybacks. And that means they could produce big-time total returns this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941474341,"gmtCreate":1680583518884,"gmtModify":1680583522527,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941474341","repostId":"2324816815","repostType":4,"repost":{"id":"2324816815","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680559140,"share":"https://www.laohu8.com/m/news/2324816815?lang=&edition=full","pubTime":"2023-04-04 05:59","market":"us","language":"en","title":"Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2324816815","media":"Dow Jones","summary":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut","content":"<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nSoaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-04 05:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","XLE":"SPDR能源指数ETF","SCO":"二倍做空彭博原油指数ETF","BK4570":"地缘局势概念股","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324816815","content_text":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTOThe surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.\"The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,\" said Michael Lynch, president of Strategic Energy & Economic Research.\"OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,\" he told MarketWatch. Also, \"the impact on inflation...could mean an anemic summer driving season.\"What happened?OPEC and its allies, a group known as OPEC+, announced voluntary production \"adjustments\" on Sunday that will take effect starting in May and run through to the end of the year.The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren't scheduled to officially hold an output decision-making meeting until June 4.The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday's announcement.\"Unlike cuts in the past that were more 'paper cuts' to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,\" said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be \"far more impactful than the 2 million barrels cut\" announced in October 2022.Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia's reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.What prompted the cut?Saudi Arabia's Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a \"precautionary measure aimed at supporting the stability of the oil market.\"Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world's top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.Why was the market so surprised?The OPEC+ decision took the financial market by surprise.\"If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,\" said Jorge Leon, senior vice president at Rystad Energy.Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the \"tune of 1.4 million\" barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put \"upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.\"On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.\"Positioning in crude is extremely light after the recent financial market driven weakness,\" said Babin. Last week's rally was driven primarily by short covering and modest re-engagement from long buyers,\" she said, adding that the long position, or bets that oil will rise in value, is \"very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.\"Large short positions held by speculative traders can make for more explosive rallies as \"weak-handed\" players are forced to buy futures to close out losing trades.Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is \"very thin.\" Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is \"physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.\"The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank's inflation-fighting job \"a little more difficult,\" though it is too soon to know for sure.The latest spike in oil prices may \"play a hand in what the Fed does next regarding its fight against inflation,\" particularly if the latest jump in oil is sustained as oil at the current level \"won't be doing the inflation rate any favors,\" said Tim Waterer, chief market analyst at Kohle Capital Markets.Will OPEC+ lose market share?In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.This time, however, there is \"limited threat to market share,\" said CIBC Private Wealth's Babin.Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. \"However, \"U.S. shale producers have entered a period where growth is limited due to financial discipline.\"Recent developments in regional banks has \"likely lowered shale producers' ability to quickly get capital to increase production,\" said Babin.Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.OPEC would usually \"hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi's fear of rapid U.S. growth,\" said Alex Hodes, energy analyst at StoneX.What are the geopolitical implications?Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia's \"shift away from the West.\"Saudi Arabia's ties with the U.S. are \"fraying,\" he said.Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the \"patience of members, particularly, the UAE.\"The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift GrowsThe U.A.E. wants to \"increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,\" instead of the year 2030, said Swanston.He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.\"If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,\" Swanston said.What do the cuts say about demand?The production cuts will take effect in May, which is \"right ahead of Memorial Day and the start of U.S. driving season,\" said Stacey Morris, head of energy research with VettaFi.Given that, \"it could be another summer with painful prices at the [gasoline] pump,\" she said.The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAAStill, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941474932,"gmtCreate":1680583488327,"gmtModify":1680583495438,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941474932","repostId":"1144427268","repostType":4,"repost":{"id":"1144427268","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1679996798,"share":"https://www.laohu8.com/m/news/1144427268?lang=&edition=full","pubTime":"2023-03-28 17:46","market":"hk","language":"en","title":"Reminder: The China A-shares Market and the Hong Kong Market Will Be Closed for Qingming Festival on Wednesday, April 5, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1144427268","media":"Tiger Newspress","summary":"Qingming Festival is around the corner. The China A-shares market and the Hong Kong market will be c","content":"<html><head></head><body><p>Qingming Festival is around the corner. The China A-shares market and the Hong Kong market will be closed on Wednesday, April 5, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>Background</b></p><p>Itis a traditional Chinese festival observed by ethnic Chinese in mainland China, Hong Kong, Macau, Taiwan, Malaysia, Singapore, Cambodia, Indonesia, Philippines, Thailand, Vietnam and Panama.</p><p>Chinese families visit the tombs of their ancestors to clean the gravesites and make ritual offerings to their ancestors. Offerings would typically include traditional food dishes and the burning of joss sticks and joss paper. The holiday recognizes the traditional reverence of one&#39;s ancestors in Chinese culture.</p></body></html>","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>Reminder: The China A-shares Market and the Hong Kong Market Will Be Closed for Qingming Festival on Wednesday, April 5, 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nReminder: The China A-shares Market and the Hong Kong Market Will Be Closed for Qingming Festival on Wednesday, April 5, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-28 17:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Qingming Festival is around the corner. The China A-shares market and the Hong Kong market will be closed on Wednesday, April 5, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>Background</b></p><p>Itis a traditional Chinese festival observed by ethnic Chinese in mainland China, Hong Kong, Macau, Taiwan, Malaysia, Singapore, Cambodia, Indonesia, Philippines, Thailand, Vietnam and Panama.</p><p>Chinese families visit the tombs of their ancestors to clean the gravesites and make ritual offerings to their ancestors. Offerings would typically include traditional food dishes and the burning of joss sticks and joss paper. The holiday recognizes the traditional reverence of one&#39;s ancestors in Chinese culture.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144427268","content_text":"Qingming Festival is around the corner. The China A-shares market and the Hong Kong market will be closed on Wednesday, April 5, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundItis a traditional Chinese festival observed by ethnic Chinese in mainland China, Hong Kong, Macau, Taiwan, Malaysia, Singapore, Cambodia, Indonesia, Philippines, Thailand, Vietnam and Panama.Chinese families visit the tombs of their ancestors to clean the gravesites and make ritual offerings to their ancestors. Offerings would typically include traditional food dishes and the burning of joss sticks and joss paper. The holiday recognizes the traditional reverence of one's ancestors in Chinese culture.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}