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2023-05-22

So

The U.S. banking industry is still "bleeding"! Yellen's words raise panic again

2023-05-18

🕶️

Zhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan

2023-05-04

👌

Last night and this morning | Powell "scared the collapse" of US stocks? The three major indexes closed down collectively, this bank stock halved after the market, and oil prices fell deep for days

2023-05-03

👌

Opening | Three major U.S. stock indexes open higher, Estee Lauder falls more than 21%

2023-05-03

👌

Sorry, the original content has been removed

2023-05-03

OMG

First Republic Bank plummeted 90%! S&P Downgrades Its Rating to 'CC': Default 'Almost Certain'

2023-05-02

👍🏻

Foreign media headlines | Again buried hidden dangers? First Republic Bank takeover approved

2023-05-02

🍢

Sorry, the original content has been removed

2023-04-25

👌

Sorry, the original content has been removed

2023-04-25

👌

New car-making forces collectively declined, Tesla gradually pulled up and turned up

2023-04-14

👌

Change | US stock index futures are weak and fluctuating, and blockchain concept stocks collectively strengthen before the market

2023-04-03

👌

Preview this week | Fed officials will speak, U.S. March non-farm report to be announced, Trump will appear in court

2023-04-03

👍🏻

Price reduction is valid! Tesla's first-quarter production and sales both hit record

2023-04-03

👌👍🏻

Sorry, the original content has been removed

2023-03-31

👌

Fed Balance Sheet Size Finally Down! But the second wave of bank runs begins?

2023-03-26

666

Come to China and "take a long line to catch big fish"! Apple CEO Cook is here, Bridgewater Dalio is here

2023-03-14

👍🏻

What's in store for CPI tonight as the Fed reports' sharp decline in inflation expectations'?

2023-03-14

👍🏻

Pre-market | U.S. February CPI rose 6% year-on-year, and three major stock index futures rose together

2023-03-14

666

Sorry, the original content has been removed

2023-03-14

👌

Nasdaq rose, star technology stocks rose, Meta rose more than 5%, Tesla rose more than 3%

Go to Tiger App to see more news

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09:47","market":"us","language":"zh","title":"The U.S. banking industry is still \"bleeding\"! Yellen's words raise panic again","url":"https://stock-news.laohu8.com/highlight/detail?id=2337694021","media":"金十数据","summary":"美联储的最新数据显示，美国商业银行存款三周连降，这次大型银行“失血”最严重！分析师警告，耶伦的呼吁可能为下一次更大的危机埋下种子.......美联储上周五公布的最新H8报告显示，上周所有美国商业银行的","content":"<p><html><head></head><body>The latest data of the Federal Reserve shows that the deposits of commercial banks in the United States have dropped for three consecutive weeks, and this time, large banks have the worst \"blood loss\"! Analysts warn that Yellen's call could plant the seeds for the next bigger crisis... The latest H8 report from the Federal Reserve last Friday showed that,<strong>Deposits at all U.S. commercial banks fell last week, while overall credit provided by banks also fell slightly.</strong></p><p>Seasonally adjusted commercial bank deposits fell $26.4 billion to $17.1 trillion in the week ended May 10,<strong>Third consecutive week of decline, the lowest level in nearly two years</strong>。 This is largely due to the loss of deposits at large banks, while deposits at smaller banks have remained virtually unchanged. Total non-seasonally adjusted deposits slipped $57 billion, up $66.5 billion the previous week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95034b49c13057a8544a8996602e409e\" title=\"\" tg-width=\"938\" tg-height=\"572\"/></p><p><strong>Large banks</strong>Deposits decreased by $21.6 billion, accounting for the most recent week's total bank deposit outflows.<strong>Maximum share</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50815dd1695b5445e4937e88cc13d063\" title=\"\" tg-width=\"1280\" tg-height=\"610\"/></p><p>Jim Bianco, president and macro strategist at Bianco Research, points to a worrying message in these numbers, namely<strong>'Large time deposits' saw their first outflow since October last year</strong>Which is not a good sign. Jim wrote:</p><p>\"Large time deposits are an important battleground for banks to compete with money market funds, and now even this area has been reversed. Although it has only been a week, it is really surprising.\" The financial blog Zero Hedge noted that in the past five weeks, the unseasonally adjusted outflow of bank deposits reached $379 billion, compared with the seasonally adjusted figure of only $171 billion. This is exactly why<strong>Fed claims more than $200 billion in tax-related deposits are still expected to return to banks</strong>The reason for.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74553a292f431a49b7835c62bdfad37d\" title=\"\" tg-width=\"938\" tg-height=\"594\"/></p><p>Meanwhile, as securities holdings declined,<strong>Credit provided by banks edged down to $17.32 trillion from $17.37 trillion a week ago.</strong></p><p>In terms of loan types, seasonally adjusted residential real estate loans decreased by $2.6 billion in the week ended May 10, while commercial real estate loans rose slightly. Consumer lending also increased from the previous week, while commercial and industrial lending decreased by $3.5 billion.</p><p>If divided by the size of the bank,<strong>Large bank loans decreased by $6.159 billion</strong>, while small bank lending actually increased by $6.85 billion (despite significant deposit outflows).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64b8c28ef7db8cffd7b13f27bb2334d1\" title=\"\" tg-width=\"938\" tg-height=\"595\"/></p><p>The ongoing deposit outflow suggests that depositors' confidence in banks has not been fully repaired. At present, the banking industry is still struggling to escape the turmoil caused by the sudden collapse of Silicon Valley Bank.</p><p>On Friday, CNN quoted two people familiar with the matter as saying that during a meeting with the chief executives of large banks the previous day, U.S. Treasury Secretary Yellen told executives,<strong>More bank mergers may be needed as the industry continues to weather the crisis.</strong></p><p>This is not the first time Yellen has made similar remarks. Earlier this week, she said in an interview in Japan that pressure on U.S. local bank earnings could lead to more concentration in the sector and that regulators could be open to such mergers.</p><p>Yellen's comments provide further evidence,<strong>Suggests that the Biden administration is starting to take an interest in the idea of bank mergers</strong>。 Progressives have long expressed concern and the government itself is scrutinizing corporate concentration, but the worst banking crisis since 2008 has forced US regulators to rethink.</p><p>A spokesman for the Treasury Department declined to comment on the meeting, except for a statement after the meeting reaffirming the strength and soundness of the U.S. banking system.</p><p>Co-founder of Better Markets, a financial reform advocacy group<a href=\"https://laohu8.com/S/DENN\">Dennis</a>· Dennis Kelleher expressed concern about more bank mergers. He said:</p><p>\"Bank mergers that worsen the 'too big to fail' problem should not be allowed. This will only<strong>To plant the seeds for the next crisis,</strong>And the next crisis could be worse. \" U.S. regional bank stocks resumed losses after Yellen's remarks about a \"bank merger\" were brought to light last Friday, with the KBW Regional Banks Index falling 2.8%,<a href=\"https://laohu8.com/S/PACW\">Westpac U.S. Bank</a>Zion Bank,<a href=\"https://laohu8.com/S/WAL\">Aleans Western Bank</a>、<a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>And<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>The share price dropped by 1.8%-4%.</p><p>Raymond James analyst Mills said investors have shunned regional banking due to concerns about possible new regulations, soaring deposit costs and heavy shareholder losses following the recent collapse of several banks. He said:</p><p>\"Nobody wants to be a hero. With little warning, some banks have gone from being the most talked about in the industry to disappearing altogether. That has rather panicked investors.\"</body></html></p>","source":"xnew_highlight","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 U.S. banking industry is still \"bleeding\"! Yellen's words raise panic again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. banking industry is still \"bleeding\"! Yellen's words raise panic again\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-05-22 09:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The latest data of the Federal Reserve shows that the deposits of commercial banks in the United States have dropped for three consecutive weeks, and this time, large banks have the worst \"blood loss\"! Analysts warn that Yellen's call could plant the seeds for the next bigger crisis... The latest H8 report from the Federal Reserve last Friday showed that,<strong>Deposits at all U.S. commercial banks fell last week, while overall credit provided by banks also fell slightly.</strong></p><p>Seasonally adjusted commercial bank deposits fell $26.4 billion to $17.1 trillion in the week ended May 10,<strong>Third consecutive week of decline, the lowest level in nearly two years</strong>。 This is largely due to the loss of deposits at large banks, while deposits at smaller banks have remained virtually unchanged. Total non-seasonally adjusted deposits slipped $57 billion, up $66.5 billion the previous week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95034b49c13057a8544a8996602e409e\" title=\"\" tg-width=\"938\" tg-height=\"572\"/></p><p><strong>Large banks</strong>Deposits decreased by $21.6 billion, accounting for the most recent week's total bank deposit outflows.<strong>Maximum share</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50815dd1695b5445e4937e88cc13d063\" title=\"\" tg-width=\"1280\" tg-height=\"610\"/></p><p>Jim Bianco, president and macro strategist at Bianco Research, points to a worrying message in these numbers, namely<strong>'Large time deposits' saw their first outflow since October last year</strong>Which is not a good sign. Jim wrote:</p><p>\"Large time deposits are an important battleground for banks to compete with money market funds, and now even this area has been reversed. Although it has only been a week, it is really surprising.\" The financial blog Zero Hedge noted that in the past five weeks, the unseasonally adjusted outflow of bank deposits reached $379 billion, compared with the seasonally adjusted figure of only $171 billion. This is exactly why<strong>Fed claims more than $200 billion in tax-related deposits are still expected to return to banks</strong>The reason for.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74553a292f431a49b7835c62bdfad37d\" title=\"\" tg-width=\"938\" tg-height=\"594\"/></p><p>Meanwhile, as securities holdings declined,<strong>Credit provided by banks edged down to $17.32 trillion from $17.37 trillion a week ago.</strong></p><p>In terms of loan types, seasonally adjusted residential real estate loans decreased by $2.6 billion in the week ended May 10, while commercial real estate loans rose slightly. Consumer lending also increased from the previous week, while commercial and industrial lending decreased by $3.5 billion.</p><p>If divided by the size of the bank,<strong>Large bank loans decreased by $6.159 billion</strong>, while small bank lending actually increased by $6.85 billion (despite significant deposit outflows).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64b8c28ef7db8cffd7b13f27bb2334d1\" title=\"\" tg-width=\"938\" tg-height=\"595\"/></p><p>The ongoing deposit outflow suggests that depositors' confidence in banks has not been fully repaired. At present, the banking industry is still struggling to escape the turmoil caused by the sudden collapse of Silicon Valley Bank.</p><p>On Friday, CNN quoted two people familiar with the matter as saying that during a meeting with the chief executives of large banks the previous day, U.S. Treasury Secretary Yellen told executives,<strong>More bank mergers may be needed as the industry continues to weather the crisis.</strong></p><p>This is not the first time Yellen has made similar remarks. Earlier this week, she said in an interview in Japan that pressure on U.S. local bank earnings could lead to more concentration in the sector and that regulators could be open to such mergers.</p><p>Yellen's comments provide further evidence,<strong>Suggests that the Biden administration is starting to take an interest in the idea of bank mergers</strong>。 Progressives have long expressed concern and the government itself is scrutinizing corporate concentration, but the worst banking crisis since 2008 has forced US regulators to rethink.</p><p>A spokesman for the Treasury Department declined to comment on the meeting, except for a statement after the meeting reaffirming the strength and soundness of the U.S. banking system.</p><p>Co-founder of Better Markets, a financial reform advocacy group<a href=\"https://laohu8.com/S/DENN\">Dennis</a>· Dennis Kelleher expressed concern about more bank mergers. He said:</p><p>\"Bank mergers that worsen the 'too big to fail' problem should not be allowed. This will only<strong>To plant the seeds for the next crisis,</strong>And the next crisis could be worse. \" U.S. regional bank stocks resumed losses after Yellen's remarks about a \"bank merger\" were brought to light last Friday, with the KBW Regional Banks Index falling 2.8%,<a href=\"https://laohu8.com/S/PACW\">Westpac U.S. Bank</a>Zion Bank,<a href=\"https://laohu8.com/S/WAL\">Aleans Western Bank</a>、<a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>And<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>The share price dropped by 1.8%-4%.</p><p>Raymond James analyst Mills said investors have shunned regional banking due to concerns about possible new regulations, soaring deposit costs and heavy shareholder losses following the recent collapse of several banks. He said:</p><p>\"Nobody wants to be a hero. With little warning, some banks have gone from being the most talked about in the industry to disappearing altogether. That has rather panicked investors.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=113126&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/068b26b28a08ad8758bd60229e5bb305","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=113126&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337694021","content_text":"美联储的最新数据显示，美国商业银行存款三周连降，这次大型银行“失血”最严重！分析师警告，耶伦的呼吁可能为下一次更大的危机埋下种子.......美联储上周五公布的最新H8报告显示，上周所有美国商业银行的存款均下滑，同时银行提供的整体信贷也小幅下降。截至5月10日当周，经季节性因素调整后的商业银行存款减少264亿美元至17.1万亿美元，为连续第三周下降，创近两年来最低水平。这主要是因为大型银行的存款流失，而小型银行的存款几乎没有变化。未经季节性调整后的存款总额下滑570亿美元，前一周增加665亿美元。大型银行的存款减少216亿美元，占最近一周银行存款总流出的最大份额。Bianco Research总裁兼宏观策略分析师Jim Bianco在这些数据中指出了一个令人担忧的信息，即“大额定期存款”出现了自去年10月以来的首次流出，这不是一个好兆头。Jim写道：“大额定期存款是银行与货币市场基金竞争的重要战场，而现在连这个领域都发生了逆转。虽然只有一个星期，但是确实令人惊讶。”金融博客零对冲则注意到，过去五周，未经季节性因素调整后的银行存款流出额达到3790亿美元，经季节性因素调整后的数字仅为1710亿美元。这正是为什么美联储声称仍有超过2000亿美元的与纳税有关的存款有望回流银行的原因。与此同时，由于证券持有量下降，银行提供的信贷从一周前的17.37万亿美元小幅降至17.32万亿美元。从贷款类型来看，截至5月10日当周，按经季节调整后的住宅房地产贷款减少26亿美元，而商业地产贷款小幅上升。消费者贷款也较前一周有所增加，而商业和工业贷款减少35亿美元。如果按银行规模来划分，大型银行贷款减少了61.59亿美元，而小型银行贷款实际上增加了68.5亿美元（尽管大量存款外流）。持续的存款外流表明储户对银行的信心尚未完全修复。当前，银行业仍在努力摆脱硅谷银行突然倒闭引发的动荡。上周五，CNN援引两位知情人士的话说，在此前一天与大型银行首席执行官的会议上，美国财政部长耶伦告诉高管们，随着该行业继续渡过危机，可能需要更多的银行合并。这不是耶伦首次发表类似言论。本周早些时候，她在日本接受采访时就表示，美国地方银行盈利的压力可能导致该行业更加集中，监管机构可能会对此类合并持开放态度。耶伦的评论提供了进一步的证据，表明拜登政府开始对银行合并的想法产生兴趣。进步派人士向来对此表示担忧，且政府自身也在审查企业集中度，但这场自2008年以来最严重的银行业危机已经迫使美国监管机构重新思考。财政部发言人拒绝就这次会面发表评论，只是会后发表声明重申美国银行体系的实力和稳健性。金融改革倡导组织Better Markets的联合创始人丹尼斯·凯莱赫（Dennis Kelleher）表达了对更多银行合并的担忧。他说：“不应该允许导致‘大而不能倒’问题恶化的银行合并。这只会为下一次危机埋下种子，而下一次危机可能会更糟。”上周五耶伦关于“银行合并”的言论被曝光后，美国区域银行股票恢复下跌，KBW区域银行指数下跌2.8%，西太平洋合众银行、齐昂银行、阿莱恩斯西部银行、KeyCorp和联信银行的股价跌幅达到1.8%-4%。Raymond James分析师米尔斯表示，由于担心可能出台的新监管规定、存款成本飙升，以及最近几家银行倒闭后股东损失惨重，投资者对地区银行业避而远之。他说：“没有人想成为英雄。在几乎没有任何警告的情况下，一些银行从业内最受关注的银行到完全消失。这让投资者相当恐慌。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":652835468,"gmtCreate":1684409439055,"gmtModify":1684409439055,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"🕶️","listText":"🕶️","text":"🕶️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652835468","repostId":"1133481724","repostType":2,"repost":{"id":"1133481724","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1684407953,"share":"https://ttm.financial/m/news/1133481724?lang=en_US&edition=fundamental","pubTime":"2023-05-18 19:05","market":"hk","language":"zh","title":"Zhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1133481724","media":"老虎资讯综合","summary":"摘要：阿里巴巴第四财季净利润超预期！张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！5月18日，阿里巴巴盘前发布财报：第四财季营收2,082.0亿元人民币，预估2,091.9亿元人民币；","content":"<p><html><head></head><body><strong>Summary: Alibaba's fiscal fourth quarter net profit exceeded expectations!<a href=\"https://laohu8.com/NW/1147366126\" title=\"张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！\" target=\"_blank\" class=\"\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time!</a></strong>May 18,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Released earnings before the market: revenue of fiscal fourth quarter was RMB 208.20 billion, compared with the estimated RMB 209.19 billion; Adjusted earnings per ADS of RMB10.71; Adjusted EBITDA was RMB32.12 billion, representing a year-on-year increase of 37%; Adjusted net profit was RMB27.375 billion, representing a year-on-year increase of 38%; Cloud business revenue was RMB18.58 billion, compared with an estimated RMB20.19 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d0fded1e32bc451c29bdf50ded611d2\" title=\"\" tg-width=\"1145\" tg-height=\"741\"/></p><p>The revenue of the commercial segment in China was RMB136.07 billion, -3% year-on-year, and the estimate was RMB142.24 billion; The revenue of the international business segment was RMB18.54 billion, +29% year-on-year, and the estimated revenue was RMB16.94 billion.</p><p><p style=\"text-align: justify;\">The revenue of the local lifestyle services segment was RMB12.55 billion, +20% year-on-year, and the estimated revenue was RMB12.05 billion; Cainiao's revenue was RMB13.62 billion, +18% year-on-year, and it was estimated to be RMB14.02 billion.</p><p><p style=\"text-align: justify;\">Digital media and entertainment revenue was RMB8.27 billion, +3.3% year-on-year, and estimated to be RMB7.96 billion; Revenue from innovative businesses and others was RMB563 million, +47% year-on-year, and estimated to be RMB519.5 million.</p><p><p style=\"text-align: justify;\">Cloud business revenue was RMB18.58 billion, -2.1% year-on-year, and estimated to be RMB20.19 billion; Adjusted earnings per ADS amounted to RMB10.71, compared to RMB7.95 in the same period last year and an estimated RMB9.45.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb356f78c7e4785cd30e59455a4037b1\" title=\"\" tg-width=\"1059\" tg-height=\"775\"/></p><p>In addition, Alibaba continued to execute its share repurchase program this quarter. Approximately 21.5 million ADSs (equivalent to approximately 172.4 million shares of common stock) were repurchased for approximately $1.9 billion for the quarter ended March 31. As of March 31, 2023, Alibaba had approximately 20.5 billion shares of common stock outstanding (equivalent to approximately 2.6 billion ADSs). Under the current authorization, there is approximately $19.4 billion in repurchase lines valid until March 2025.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f014f1192f7f9eb138bd001069e66\" title=\"\" tg-width=\"1026\" tg-height=\"193\"/></p><p><p style=\"text-align: justify;\">The synergy between different businesses of Alibaba is remarkable, which also contributes new growth points to the company. According to the financial report, in March quarter, the growth rates of international business, rookie and local life service income were 29%, 18% and 17% respectively; Even in fiscal 2023, under the complex and changeable market situation and many uncertainties, the three businesses achieved revenue growth rates of 13%, 21% and 12% year-on-year, gradually becoming the new engine of Alibaba's steady growth.</p><p><h2 style=\"text-align: start;\">International Retail Quarterly Revenue Surges 41%</h2><p style=\"text-align: justify;\">Overseas e-commerce business continued to maintain strong momentum. During the quarter, international retail commercial orders including Lazada, AliExpress, Trendyol and Daraz increased 15% year-over-year overall and revenue increased 41% year-over-year.</p><p><p style=\"text-align: justify;\">Lazada achieved double-digit year-over-year order growth in the Southeast Asian market by optimizing the buyer experience and continues to expand its buyer base; Trendyol resumed business from March, as well as strong new business order growth, with quarterly order growth remaining resilient year-over-year.</p><p><p style=\"text-align: justify;\">This quarter, AliExpress launched Choice, a new service for consumers worldwide. Consumers in selected countries can enjoy services such as free shipping, free returns and delivery quality assurance when placing orders at Choice. Since its launch, Choice's daily order volume has grown rapidly, driving AliExpress to double-digit quarterly order growth.</p><p><p style=\"text-align: justify;\">According to statistics, since March, the order volume of AliExpress has increased rapidly, with a year-on-year increase of more than 50%. At the same time, at present, in South Korea, Spain and other countries that have opened Choice service, the download volume of AliExpress has soared to the top 3. The rapid growth of orders also puts forward higher requirements for warehouse and logistics capabilities. In May, AliExpress and Rookie announced that five new cross-border warehouses would be opened within one month, and the total area of preferred warehouses would be increased by tens of thousands of square meters, providing more warehouse space for merchants.</p><p><h2 style=\"text-align: start;\">Rookie Quarterly Revenue Up 18%</h2><p style=\"text-align: justify;\">Cainiao adhered to long-term investment and construction, and continuously improved its core capability of serving customers, providing strong impetus for performance growth. In the quarter, after offsetting the impact of cross-segment transactions, Cainiao's revenue increased 18% year-on-year to RMB13,619 million. Cainiao has made significant progress in building key logistics capabilities that affect the experience, such as international end-to-end fulfillment network and domestic door-to-door delivery.</p><p><p style=\"text-align: justify;\">In March this year, Cainiao became the first global logistics partner of the United Nations World Food Programme (WFP) in China. Through this partnership, Cainiao will help WFP shorten the delivery time of critical supplies during global emergencies. In Cainiao Yizhan, the number of door-to-door parcels delivered in China increased by 85% year-on-year, and a new service standard of \"1-minute quick pick-up and self-service pick-up before 24 o'clock\" was put forward.</p><p><p style=\"text-align: justify;\">In fiscal 2023, after offsetting the impact of cross-segment transactions, the cloud business recorded revenue of RMB77.203 billion and adjusted EBITA of RMB1.422 billion, representing a year-on-year increase of 24%, achieving its second consecutive year of profitability.</p><p><h2 style=\"text-align: start;\">Cloud business profitable for second consecutive year</h2><p style=\"text-align: justify;\">Alibaba Cloud has been committed to cloud computing, big data and artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The research and development of (AI) core technologies promotes the development of computing power and artificial intelligence. In April this year, Alibaba Cloud released Tongyi Qianwen, an AI large model, and announced that it would access all Alibaba products for comprehensive upgrading. The data shows that more than 200,000 enterprises have applied for access to Tongyi Qianwen test, and the demand for large models exclusive to enterprises is very hot.</p><p><p style=\"text-align: justify;\">Nail released intelligent functional product integration based on Tongyi Qianwen large model. By entering the slash symbol (/) in DingTalk, users can evoke article creation, image generation,<a href=\"https://laohu8.com/S/300024\">Robot</a>More than 10 AI abilities such as training.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, Alibaba Cloud has turned from defense to offense, launched price reduction and free trial plans for core products, greatly increased the commission rate of partners, expanded the customer base of public cloud and improved cloud utilization. According to the financial report, a number of initiatives will promote the long-term healthy and sustainable growth of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to Gartner's 2022 global cloud computing IaaS market ranking, Alibaba Cloud ranks third globally and first in the Asia-Pacific market. Currently, Alibaba Cloud operates 86 availability zones in 28 geographical regions around the world, serving over 4 million customers worldwide.</p><p><h2 style=\"text-align: start;\">Multi-business launch financing listing plan</h2><p style=\"text-align: justify;\">Alibaba Group's Q4 and full-year financial report for fiscal year 2023 announced that the reform plan launched at the end of March is advancing rapidly and efficiently: Cloud Intelligence Group will move from Alibaba Group to be completely spun off and independent to go public, Cainiao and Hema will launch their listing plans, Alibaba International Digital Business Group will launch external financing, and the six major business groups will formally establish their boards of directors.</p><p><p style=\"text-align: justify;\">With the rapid implementation of a series of substantial progress, the development path of various business groups and business companies has become clearer.<strong>Alibaba's board of directors approved the spin-off of its cloud intelligence division, which will become a separate public company.</strong></p><p><p style=\"text-align: justify;\">At the same time, the board of directors of Alibaba Group approved the launch of the listing plan of Cainiao Group, which is expected to be completed in the next 12 to 18 months. This year coincides with the 10th anniversary of the founding of Rookie. After ten years of development, Cainiao has become a leading digital intelligence logistics company, forming five business segments: domestic logistics, international logistics, urban and rural terminals, logistics technology and logistics real estate, and continuously investing in global logistics infrastructure and supply chain capacity building. The time is ripe for market testing.</p><p><p style=\"text-align: justify;\">In addition, the board of directors of Alibaba Group also approved Hema to initiate the listing process, which is expected to be completed in the next six to 12 months. Born in 2015, Box Horse, as a benchmark for Alibaba to explore new retail, has formed a clear business model and a clear profit prospect.</p><p><p style=\"text-align: justify;\">The financial report also shows that the board of directors of Alibaba Group has approved and appointed the boards of directors of six major business groups. The directors of the business groups are senior business heads of Alibaba, who strongly support the rapid and healthy development of each business group with rich industry and market experience.</p><p>Alibaba fell 1% premarket after the earnings release.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65cd07222419ef153fde98eb5b964540\" title=\"\" tg-width=\"815\" tg-height=\"476\"/></p><p><h2 style=\"text-align: start;\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time (with a letter to all employees)</h2>On the evening of May 18th, Zhang Yong, Chairman and CEO of Alibaba Group and Chairman and CEO of Alibaba Cloud Intelligence Group, sent a letter to Alibaba Cloud employees: In view of the huge differences between the business model, customer characteristics and development stage of Cloud Intelligence Group and most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete the listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">In his letter to all employees, he said that the spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market completely independently, further strengthen its business strategy and optimize its organization and operation. \"We have the opportunity to jointly build a world-class technology company.\"</p><p><p style=\"text-align: justify;\">In his letter, Zhang Yong put forward three expectations for all employees of Alibaba Cloud Intelligence: cherishing customer trust, adhering to technical ideals and maintaining an entrepreneurial mentality. He emphasized that the never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, Alibaba Cloud built China's only self-developed Feitian Cloud operating system from scratch. In the future, it hopes to continue to innovate in cloud computing and AI large models, and compete with world-class players.</p><p><p style=\"text-align: justify;\">Recently, Alibaba Cloud has released a series of new measures, including the release of AI large model Tongyi Qianwen, the launch of core product price reduction and free trial plan, and the substantial increase of partner commission rate, aiming to further expand the number of customers and the scale of cloud use in public cloud, and meet the computing power growth required by the wave of AI large model, so as to build a healthier and more sustainable growth momentum for the long-term development of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to the latest financial report of Alibaba Group, Alibaba Cloud Intelligence has achieved profitability for two consecutive years with a total revenue of 77.203 billion yuan and an adjusted EBITA profit of 1.422 billion yuan in fiscal year 2023, representing a year-on-year increase of 24%.</p><p><p style=\"text-align: justify;\"><strong>Attached is the full text of the letter from all staff — —</strong></p><p><p style=\"text-align: justify;\">\"Start again and start again!\"</p><p><p style=\"text-align: justify;\">Dear students of Alibaba Cloud Intelligence,</p><p><p style=\"text-align: justify;\">This year marks the 14th year of Alibaba Cloud's birth. On September 11th, 2009, at the first all-staff meeting of Alibaba Cloud, Dr. Wang Jian put forward three important technical judgments for the future-the Internet is the infrastructure, the data center becomes a computer, and computing becomes a public service. Alibaba Cloud starts from this.</p><p><p style=\"text-align: justify;\">For fourteen years, we have witnessed the prophecy of yesteryear become reality and consensus. Today, Alibaba Cloud has become the first public cloud service provider in Asia and the top three in the world, and is moving from the digital age to the intelligent age. This is the best evidence of long-termism, and the best example of 'because you believe, you see'.</p><p><p style=\"text-align: justify;\">Standing at a new historical starting point, I also want to share with you an important decision in the development of Alibaba Cloud Intelligent Group:</p><p><p style=\"text-align: justify;\">Given that the business model, customer characteristics and development stage of Cloud Intelligence Group are greatly different from those of most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete its listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">The spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market more independently, further strengthen its business strategy, and optimize its organization and operation. This also requires us to have more entrepreneurial mentality, more responsibilities, and better balance the relationship between short-term growth anxiety and long-term development goals, so that we have the opportunity to jointly build a world-class technology company.</p><p><p style=\"text-align: justify;\">Achieving such a goal requires the joint efforts of all Alibaba Cloud Intelligent students. I would also like to raise three expectations to you here:</p><p><p style=\"text-align: justify;\">First, cherish customer trust. Customer trust is the lifeline of Alibaba Cloud. Only by winning the trust and respect of customers, they will always be with us and grow together. This is also an important consideration for me to put 'stability' and 'safety' ahead of 'performance' and 'cost' in my requirements for the technical team.</p><p><p style=\"text-align: justify;\">Secondly, adhere to technical ideals. The never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, we built the only self-developed Feitian Cloud operating system in China from scratch. In the future, we hope to continue to innovate in cloud computing and AI large models, pursue competition with world-class players, and truly become a world-class technology company.</p><p><p style=\"text-align: justify;\">Third, maintain an entrepreneurial mindset. After becoming an independent company, we will face more brand-new challenges, and our organization and business will also face the baptism of the market. This requires every Alibaba Cloud Intelligent student to give full play to his passion and creativity, seek truth and pragmatism, and pursue excellence, so as to achieve the sustainable development of the company and individuals.</p><p><p style=\"text-align: justify;\">In the past few months, both the external environment and Ali itself, we have experienced many major changes together and witnessed many important moments. I firmly believe that we are on the right path.</p><p><p style=\"text-align: justify;\">The road is long and obstructive, and the line is coming. A new starting point and a new journey, let's start a business again and start again together!</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-18 19:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Summary: Alibaba's fiscal fourth quarter net profit exceeded expectations!<a href=\"https://laohu8.com/NW/1147366126\" title=\"张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！\" target=\"_blank\" class=\"\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time!</a></strong>May 18,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Released earnings before the market: revenue of fiscal fourth quarter was RMB 208.20 billion, compared with the estimated RMB 209.19 billion; Adjusted earnings per ADS of RMB10.71; Adjusted EBITDA was RMB32.12 billion, representing a year-on-year increase of 37%; Adjusted net profit was RMB27.375 billion, representing a year-on-year increase of 38%; Cloud business revenue was RMB18.58 billion, compared with an estimated RMB20.19 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d0fded1e32bc451c29bdf50ded611d2\" title=\"\" tg-width=\"1145\" tg-height=\"741\"/></p><p>The revenue of the commercial segment in China was RMB136.07 billion, -3% year-on-year, and the estimate was RMB142.24 billion; The revenue of the international business segment was RMB18.54 billion, +29% year-on-year, and the estimated revenue was RMB16.94 billion.</p><p><p style=\"text-align: justify;\">The revenue of the local lifestyle services segment was RMB12.55 billion, +20% year-on-year, and the estimated revenue was RMB12.05 billion; Cainiao's revenue was RMB13.62 billion, +18% year-on-year, and it was estimated to be RMB14.02 billion.</p><p><p style=\"text-align: justify;\">Digital media and entertainment revenue was RMB8.27 billion, +3.3% year-on-year, and estimated to be RMB7.96 billion; Revenue from innovative businesses and others was RMB563 million, +47% year-on-year, and estimated to be RMB519.5 million.</p><p><p style=\"text-align: justify;\">Cloud business revenue was RMB18.58 billion, -2.1% year-on-year, and estimated to be RMB20.19 billion; Adjusted earnings per ADS amounted to RMB10.71, compared to RMB7.95 in the same period last year and an estimated RMB9.45.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb356f78c7e4785cd30e59455a4037b1\" title=\"\" tg-width=\"1059\" tg-height=\"775\"/></p><p>In addition, Alibaba continued to execute its share repurchase program this quarter. Approximately 21.5 million ADSs (equivalent to approximately 172.4 million shares of common stock) were repurchased for approximately $1.9 billion for the quarter ended March 31. As of March 31, 2023, Alibaba had approximately 20.5 billion shares of common stock outstanding (equivalent to approximately 2.6 billion ADSs). Under the current authorization, there is approximately $19.4 billion in repurchase lines valid until March 2025.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f014f1192f7f9eb138bd001069e66\" title=\"\" tg-width=\"1026\" tg-height=\"193\"/></p><p><p style=\"text-align: justify;\">The synergy between different businesses of Alibaba is remarkable, which also contributes new growth points to the company. According to the financial report, in March quarter, the growth rates of international business, rookie and local life service income were 29%, 18% and 17% respectively; Even in fiscal 2023, under the complex and changeable market situation and many uncertainties, the three businesses achieved revenue growth rates of 13%, 21% and 12% year-on-year, gradually becoming the new engine of Alibaba's steady growth.</p><p><h2 style=\"text-align: start;\">International Retail Quarterly Revenue Surges 41%</h2><p style=\"text-align: justify;\">Overseas e-commerce business continued to maintain strong momentum. During the quarter, international retail commercial orders including Lazada, AliExpress, Trendyol and Daraz increased 15% year-over-year overall and revenue increased 41% year-over-year.</p><p><p style=\"text-align: justify;\">Lazada achieved double-digit year-over-year order growth in the Southeast Asian market by optimizing the buyer experience and continues to expand its buyer base; Trendyol resumed business from March, as well as strong new business order growth, with quarterly order growth remaining resilient year-over-year.</p><p><p style=\"text-align: justify;\">This quarter, AliExpress launched Choice, a new service for consumers worldwide. Consumers in selected countries can enjoy services such as free shipping, free returns and delivery quality assurance when placing orders at Choice. Since its launch, Choice's daily order volume has grown rapidly, driving AliExpress to double-digit quarterly order growth.</p><p><p style=\"text-align: justify;\">According to statistics, since March, the order volume of AliExpress has increased rapidly, with a year-on-year increase of more than 50%. At the same time, at present, in South Korea, Spain and other countries that have opened Choice service, the download volume of AliExpress has soared to the top 3. The rapid growth of orders also puts forward higher requirements for warehouse and logistics capabilities. In May, AliExpress and Rookie announced that five new cross-border warehouses would be opened within one month, and the total area of preferred warehouses would be increased by tens of thousands of square meters, providing more warehouse space for merchants.</p><p><h2 style=\"text-align: start;\">Rookie Quarterly Revenue Up 18%</h2><p style=\"text-align: justify;\">Cainiao adhered to long-term investment and construction, and continuously improved its core capability of serving customers, providing strong impetus for performance growth. In the quarter, after offsetting the impact of cross-segment transactions, Cainiao's revenue increased 18% year-on-year to RMB13,619 million. Cainiao has made significant progress in building key logistics capabilities that affect the experience, such as international end-to-end fulfillment network and domestic door-to-door delivery.</p><p><p style=\"text-align: justify;\">In March this year, Cainiao became the first global logistics partner of the United Nations World Food Programme (WFP) in China. Through this partnership, Cainiao will help WFP shorten the delivery time of critical supplies during global emergencies. In Cainiao Yizhan, the number of door-to-door parcels delivered in China increased by 85% year-on-year, and a new service standard of \"1-minute quick pick-up and self-service pick-up before 24 o'clock\" was put forward.</p><p><p style=\"text-align: justify;\">In fiscal 2023, after offsetting the impact of cross-segment transactions, the cloud business recorded revenue of RMB77.203 billion and adjusted EBITA of RMB1.422 billion, representing a year-on-year increase of 24%, achieving its second consecutive year of profitability.</p><p><h2 style=\"text-align: start;\">Cloud business profitable for second consecutive year</h2><p style=\"text-align: justify;\">Alibaba Cloud has been committed to cloud computing, big data and artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The research and development of (AI) core technologies promotes the development of computing power and artificial intelligence. In April this year, Alibaba Cloud released Tongyi Qianwen, an AI large model, and announced that it would access all Alibaba products for comprehensive upgrading. The data shows that more than 200,000 enterprises have applied for access to Tongyi Qianwen test, and the demand for large models exclusive to enterprises is very hot.</p><p><p style=\"text-align: justify;\">Nail released intelligent functional product integration based on Tongyi Qianwen large model. By entering the slash symbol (/) in DingTalk, users can evoke article creation, image generation,<a href=\"https://laohu8.com/S/300024\">Robot</a>More than 10 AI abilities such as training.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, Alibaba Cloud has turned from defense to offense, launched price reduction and free trial plans for core products, greatly increased the commission rate of partners, expanded the customer base of public cloud and improved cloud utilization. According to the financial report, a number of initiatives will promote the long-term healthy and sustainable growth of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to Gartner's 2022 global cloud computing IaaS market ranking, Alibaba Cloud ranks third globally and first in the Asia-Pacific market. Currently, Alibaba Cloud operates 86 availability zones in 28 geographical regions around the world, serving over 4 million customers worldwide.</p><p><h2 style=\"text-align: start;\">Multi-business launch financing listing plan</h2><p style=\"text-align: justify;\">Alibaba Group's Q4 and full-year financial report for fiscal year 2023 announced that the reform plan launched at the end of March is advancing rapidly and efficiently: Cloud Intelligence Group will move from Alibaba Group to be completely spun off and independent to go public, Cainiao and Hema will launch their listing plans, Alibaba International Digital Business Group will launch external financing, and the six major business groups will formally establish their boards of directors.</p><p><p style=\"text-align: justify;\">With the rapid implementation of a series of substantial progress, the development path of various business groups and business companies has become clearer.<strong>Alibaba's board of directors approved the spin-off of its cloud intelligence division, which will become a separate public company.</strong></p><p><p style=\"text-align: justify;\">At the same time, the board of directors of Alibaba Group approved the launch of the listing plan of Cainiao Group, which is expected to be completed in the next 12 to 18 months. This year coincides with the 10th anniversary of the founding of Rookie. After ten years of development, Cainiao has become a leading digital intelligence logistics company, forming five business segments: domestic logistics, international logistics, urban and rural terminals, logistics technology and logistics real estate, and continuously investing in global logistics infrastructure and supply chain capacity building. The time is ripe for market testing.</p><p><p style=\"text-align: justify;\">In addition, the board of directors of Alibaba Group also approved Hema to initiate the listing process, which is expected to be completed in the next six to 12 months. Born in 2015, Box Horse, as a benchmark for Alibaba to explore new retail, has formed a clear business model and a clear profit prospect.</p><p><p style=\"text-align: justify;\">The financial report also shows that the board of directors of Alibaba Group has approved and appointed the boards of directors of six major business groups. The directors of the business groups are senior business heads of Alibaba, who strongly support the rapid and healthy development of each business group with rich industry and market experience.</p><p>Alibaba fell 1% premarket after the earnings release.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65cd07222419ef153fde98eb5b964540\" title=\"\" tg-width=\"815\" tg-height=\"476\"/></p><p><h2 style=\"text-align: start;\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time (with a letter to all employees)</h2>On the evening of May 18th, Zhang Yong, Chairman and CEO of Alibaba Group and Chairman and CEO of Alibaba Cloud Intelligence Group, sent a letter to Alibaba Cloud employees: In view of the huge differences between the business model, customer characteristics and development stage of Cloud Intelligence Group and most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete the listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">In his letter to all employees, he said that the spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market completely independently, further strengthen its business strategy and optimize its organization and operation. \"We have the opportunity to jointly build a world-class technology company.\"</p><p><p style=\"text-align: justify;\">In his letter, Zhang Yong put forward three expectations for all employees of Alibaba Cloud Intelligence: cherishing customer trust, adhering to technical ideals and maintaining an entrepreneurial mentality. He emphasized that the never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, Alibaba Cloud built China's only self-developed Feitian Cloud operating system from scratch. In the future, it hopes to continue to innovate in cloud computing and AI large models, and compete with world-class players.</p><p><p style=\"text-align: justify;\">Recently, Alibaba Cloud has released a series of new measures, including the release of AI large model Tongyi Qianwen, the launch of core product price reduction and free trial plan, and the substantial increase of partner commission rate, aiming to further expand the number of customers and the scale of cloud use in public cloud, and meet the computing power growth required by the wave of AI large model, so as to build a healthier and more sustainable growth momentum for the long-term development of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to the latest financial report of Alibaba Group, Alibaba Cloud Intelligence has achieved profitability for two consecutive years with a total revenue of 77.203 billion yuan and an adjusted EBITA profit of 1.422 billion yuan in fiscal year 2023, representing a year-on-year increase of 24%.</p><p><p style=\"text-align: justify;\"><strong>Attached is the full text of the letter from all staff — —</strong></p><p><p style=\"text-align: justify;\">\"Start again and start again!\"</p><p><p style=\"text-align: justify;\">Dear students of Alibaba Cloud Intelligence,</p><p><p style=\"text-align: justify;\">This year marks the 14th year of Alibaba Cloud's birth. On September 11th, 2009, at the first all-staff meeting of Alibaba Cloud, Dr. Wang Jian put forward three important technical judgments for the future-the Internet is the infrastructure, the data center becomes a computer, and computing becomes a public service. Alibaba Cloud starts from this.</p><p><p style=\"text-align: justify;\">For fourteen years, we have witnessed the prophecy of yesteryear become reality and consensus. Today, Alibaba Cloud has become the first public cloud service provider in Asia and the top three in the world, and is moving from the digital age to the intelligent age. This is the best evidence of long-termism, and the best example of 'because you believe, you see'.</p><p><p style=\"text-align: justify;\">Standing at a new historical starting point, I also want to share with you an important decision in the development of Alibaba Cloud Intelligent Group:</p><p><p style=\"text-align: justify;\">Given that the business model, customer characteristics and development stage of Cloud Intelligence Group are greatly different from those of most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete its listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">The spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market more independently, further strengthen its business strategy, and optimize its organization and operation. This also requires us to have more entrepreneurial mentality, more responsibilities, and better balance the relationship between short-term growth anxiety and long-term development goals, so that we have the opportunity to jointly build a world-class technology company.</p><p><p style=\"text-align: justify;\">Achieving such a goal requires the joint efforts of all Alibaba Cloud Intelligent students. I would also like to raise three expectations to you here:</p><p><p style=\"text-align: justify;\">First, cherish customer trust. Customer trust is the lifeline of Alibaba Cloud. Only by winning the trust and respect of customers, they will always be with us and grow together. This is also an important consideration for me to put 'stability' and 'safety' ahead of 'performance' and 'cost' in my requirements for the technical team.</p><p><p style=\"text-align: justify;\">Secondly, adhere to technical ideals. The never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, we built the only self-developed Feitian Cloud operating system in China from scratch. In the future, we hope to continue to innovate in cloud computing and AI large models, pursue competition with world-class players, and truly become a world-class technology company.</p><p><p style=\"text-align: justify;\">Third, maintain an entrepreneurial mindset. After becoming an independent company, we will face more brand-new challenges, and our organization and business will also face the baptism of the market. This requires every Alibaba Cloud Intelligent student to give full play to his passion and creativity, seek truth and pragmatism, and pursue excellence, so as to achieve the sustainable development of the company and individuals.</p><p><p style=\"text-align: justify;\">In the past few months, both the external environment and Ali itself, we have experienced many major changes together and witnessed many important moments. I firmly believe that we are on the right path.</p><p><p style=\"text-align: justify;\">The road is long and obstructive, and the line is coming. A new starting point and a new journey, let's start a business again and start again together!</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133481724","content_text":"摘要：阿里巴巴第四财季净利润超预期！张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！5月18日，阿里巴巴盘前发布财报：第四财季营收2,082.0亿元人民币，预估2,091.9亿元人民币；调整后每ADS收益 10.71元人民币；调整后EBITDA 321.2亿元人民币，同比增长37%；经调整净利润273.75亿元，同比增长38%；云业务收入185.8亿元人民币，预估201.9亿元人民币。中国商业分部收入1,360.7亿元人民币，同比-3%，预估1,422.4亿元人民币；国际商业分部收入185.4亿元人民币，同比+29%，预估169.4亿元人民币。本地生活服务分部收入125.5亿元人民币，同比+20%，预估120.5亿元人民币；菜鸟收入136.2亿元人民币，同比+18%，预估140.2亿元人民币。数字媒体及娱乐收入82.7亿元人民币，同比+3.3%，预估79.6亿元人民币；创新业务及其他收入5.63亿元人民币，同比+47%，预估5.195亿元人民币。云业务收入185.8亿元人民币，同比-2.1%，预估201.9亿元人民币；调整后每ADS收益10.71元人民币，上年同期7.95元人民币，预估9.45元人民币。此外，阿里本季度继续执行股份回购计划。截至3月31日季度，以约19亿美元回购了约2150万股美国存托股（相当于约1.724亿股普通股）。截至2023年3月31日，阿里巴巴流通的普通股为约205亿股（相等于约26亿股美国存托股）。在目前授权下，有约194亿美元回购额度，有效期至2025年3月。阿里巴巴不同业务间协同优势显著，也为公司贡献了新增长点。财报显示，3月份季度，国际商业、菜鸟、本地生活服务收入增速依次为29%、18%、17%；即便2023财年在复杂多变的市场形势及诸多不确定因素下，三个业务按年实现13%、21%、12%的收入增速，逐渐成为阿里巴巴业绩稳健增长的新引擎。国际零售季度收入劲增41%海外电商业务继续保持强劲势头。季度内，包含Lazada、速卖通、Trendyol和Daraz的国际零售商业订单量整体同比增长15%，收入同比增长41%。Lazada通过优化买家体验，在东南亚市场实现双位数订单同比增长，并继续扩大其买家基础；Trendyol从3月起业务恢复，以及新业务订单增长强劲，季度订单同比增长率保持强韧。本季度，速卖通面向全球消费者推出的新服务Choice，指定国家的消费者在Choice下单可享受免运费、免费退货和配送质量保证等服务。推出以来，Choice日订单量迅速增长，带动速卖通季度订单实现双位数增长。有数据显示，3月以来，速卖通订单量快速增长，同比去年增幅超50%。同时，目前在韩国、西班牙等开通Choice服务的多个国家，速卖通下载量均飙升至前3名。订单的快速增长对仓库及物流能力也提出了更高的要求。5月，速卖通联合菜鸟宣布，将在一个月内新开设5座跨境仓库，优选仓总面积再增数万平，为商家提供更多仓容空间。菜鸟季度收入增长18%菜鸟坚持长期主义投入与建设，服务客户的核心能力不断提升，为业绩增长提供强劲动力。本季度，在抵消跨分部交易的影响后，菜鸟的收入同比增长18%至人民币136.19亿元。在国际端到端履约网络、国内送货上门等影响体验的关键物流能力建设，菜鸟持续推进，明显进展。今年3月，菜鸟成为联合国世界粮食计划署（WFP）在中国的首个全球性物流合作伙伴，通过这项合作，菜鸟将帮助WFP在全球紧急情况下缩短关键物资的配送时间。在国内，菜鸟驿站送货上门包裹量同比增长85%，并提出“1分钟极速取、24点前自助取”服务新标准。2023财年，在抵消跨分部交易的影响后，云业务收入人民币772.03亿元，经调整EBITA人民币14.22亿元，同比增长24%，实现了连续第二年盈利。云业务连续第二年盈利阿里云一直致力于云计算、大数据和人工智能（AI）核心技术的研发，推动算力和人工智能的发展。今年4月，阿里云发布了AI大模型通义千问，并宣布将接入阿里巴巴所有产品，进行全面升级改造。数据显示，已经有超过20万家企业申请接入通义千问测试，企业专属大模型的需求十分火爆。钉钉发布了基于通义千问大模型的智能功能产品集成。用户在钉钉通过输入斜杠符号（/）就能唤起文章创建、图像生成、机器人训练等10余项AI能力。今年以来，阿里云转守为攻，推出核心产品降价和免费试用计划，大幅提高合作伙伴佣金率，扩大公有云客户基础、提升云端利用率。财报表示，多项举措推动将推动阿里云的长期健康和可持续增长。据Gartner 2022年全球云计算IaaS市场排名，阿里云全球排名第三，在亚太市场排名第一。目前，阿里云在全球28个地理区域运营着86个可用区，服务全球超400万客户。多业务启动融资上市计划阿里巴巴集团2023财年Q4及全年财报宣布，于3月底启动的改革计划正在快速高效推进：云智能集团将从阿里巴巴集团完全分拆独立走向上市，菜鸟、盒马启动上市计划，阿里国际数字商业集团启动外部融资，六大业务集团正式成立董事会。随着一系列实质性进展的快速落地，各业务集团和业务公司发展路径也更加清晰。阿里巴巴董事会批准了云智能部门的分拆，云智能部门将成为独立上市公司。同时，阿里巴巴集团董事会批准启动菜鸟集团上市计划，预计在未来 12到18个月内完成。今年恰逢菜鸟成立十周年。经过十年发展，菜鸟已经成为一家领先的数智物流公司，形成国内物流、国际物流、城乡末端、物流科技和物流地产五大业务板块，并持续投入全球物流基础设施和供应链能力建设，面向市场检验的时机已经成熟。此外，阿里巴巴集团董事会还批准盒马启动上市流程，预计将在未来6到12个月内完成。诞生于2015年的盒马，作为阿里巴巴探索新零售的标杆，已形成清晰的商业模式和较为明确的盈利前景。财报还显示，阿里巴巴集团董事会已批准和任命六大业务集团董事会。业务集团董事由阿里巴巴资深业务负责人担任，以丰富的行业和市场经验，有力支持各业务集团的高速健康发展。财报发布后，阿里巴巴盘前下跌1%。张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司（附全员信）5月18日晚间消息，阿里巴巴集团董事会主席兼CEO、阿里云智能集团董事长兼CEO张勇向阿里云员工发出全员信：鉴于云智能集团的商业模式、客户特征和发展阶段与阿里巴巴集团大多数消费互联网业务有巨大差异性，我们计划在未来12个月将云智能集团从阿里集团完全分拆并完成上市，在股权和公司治理上形成一家与阿里集团完全独立的新公司。同时，阿里云智能集团将引入外部战略投资者。他在全员信中表示，分拆是为了更好地发展，是阿里云面向未来二次创业的全新开始。未来，阿里云智能集团可以完全独立面向市场，进一步强化业务战略，优化组织和运营，“我们有机会共同打造一家世界级的科技公司。”张勇在信中对阿里云智能全体员工提出了三点期待：珍惜客户信任、坚持技术理想和保持创业心态。他强调，对技术先进性永无止境的追求，是阿里云流淌在血液里的基因。过去阿里云从无到有打造了中国唯一自研的飞天云操作系统，未来希望在云计算、AI大模型上持续创新，和世界级选手同场竞技。近期，阿里云发布了一系列新举措，包括发布AI大模型通义千问、推出核心产品降价和免费试用计划、大幅提高合作伙伴佣金率，旨在进一步扩大公共云的客户数量和用云规模，并满足AI大模型浪潮所需的算力增长，为阿里云的长远发展构建更健康、更可持续的增长动力。据阿里巴巴集团最新财报，阿里云智能在2023财年总收入为772.03亿元，经调整EBITA利润为14.22亿元，同比增长24%，已连续两年实现盈利。附全员信全文——《再创业 再出发！》各位阿里云智能的同学，今年是阿里云诞生第14年。2009年9月11日，在阿里云第一次全体员工大会上，王坚博士对未来提出了三个重要的技术判断——互联网是基础设施，数据中心成为一台计算机，计算成为公共服务。阿里云由此出发。十四年来，我们见证了昔日预言成为了现实和共识。今天，阿里云成为亚洲第一、世界前三的公共云服务提供商，并正在从数字时代走向智能时代。这是长期主义最好的佐证，也是‘因为相信，所以看见’的最好例证。站在新的历史起点，我也想跟大家分享一下阿里云智能集团发展中的一个重要决定：鉴于云智能集团的商业模式、客户特征和发展阶段与阿里巴巴集团大多数消费互联网业务有巨大差异性，我们计划在未来12个月将云智能集团从阿里集团完全分拆并完成上市，在股权和公司治理上形成一家与阿里集团完全独立的新公司。同时，阿里云智能集团将引入外部战略投资者。分拆是为了更好地发展，是阿里云面向未来二次创业的全新开始。未来，阿里云智能集团可以更独立面向市场，进一步强化业务战略，优化组织和运营。这也需要我们拥有更多创业心态、更多职责担当，更好地平衡短期增长焦虑和长期发展目标的关系，我们才有机会共同打造一家世界级的科技公司。实现这样的目标，需要全体阿里云智能同学的共同努力。我也在此向大家提出三点期待：首先，珍惜客户信任。客户信任是阿里云的生命线。唯有赢得客户的信任和尊重，他们才会和我们始终在一起，共同成长。这也是我在对技术团队的要求中，把‘稳定’‘安全’放在‘性能’‘成本’前面的重要考量。其次，坚持技术理想。对技术先进性永无止境的追求，是阿里云流淌在血液里的基因。过去我们从无到有打造了中国唯一自研的飞天云操作系统，未来我们希望在云计算、AI大模型上持续创新，追求和世界级选手同场竞技，真正成为一家世界级的科技公司。第三，保持创业心态。成为一家独立公司后，我们将面临更多全新挑战，我们的组织和业务也会直面市场的洗礼，这需要每一位阿里云智能同学充分发挥自己的激情和创造力，求真务实，追求卓越，从而实现公司和个人的可持续发展。过去几个月以来，无论外部环境还是阿里自身，我们共同经历了很多重大变化，也见证了很多重要时刻的发生。我坚信，我们正走在一条正确的道路上。道阻且长，行则将至。新起点新征程，让我们一起，再创业，再出发！","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658724585,"gmtCreate":1683159431249,"gmtModify":1683159431249,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658724585","repostId":"1175703742","repostType":2,"repost":{"id":"1175703742","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683158427,"share":"https://ttm.financial/m/news/1175703742?lang=en_US&edition=fundamental","pubTime":"2023-05-04 08:00","market":"hk","language":"zh","title":"Last night and this morning | Powell \"scared the collapse\" of US stocks? The three major indexes closed down collectively, this bank stock halved after the market, and oil prices fell deep for days","url":"https://stock-news.laohu8.com/highlight/detail?id=1175703742","media":"老虎资讯综合","summary":"摘要：①美联储如期加息25个基点，鲍威尔称未定何时停止加息；②隔夜美股全线收跌，银行危机愈演愈烈，西太平洋银行盘后腰斩；③WTI油价亚太盘初跌超7%。海外行情1、美联储利率路径仍有悬念 美股集体收跌美","content":"<p><html><head></head><body><strong>Abstract</strong>: ① The Federal Reserve rate hike 25 basis points as scheduled, and Powell said it was undecided when to stop the rate hike; ② Overnight, US stocks closed down across the board, and the banking crisis intensified.<a href=\"https://laohu8.com/S/WBC\">Westpac Bank</a>Halving after the dish; ③WTI oil price fell by more than 7% in Asia-Pacific at the beginning of the session.<p style=\"text-align: justify;\"><strong>Overseas Quotes</strong></p><p><strong>1. The Federal Reserve's interest rate path is still suspenseful, and U.S. stocks collectively closed down</strong></p><p>U.S. stocks closed lower on Wednesday. Investors continue to weigh in on corporate earnings. U.S. April ADP private employment data far exceeded expectations. The Fed rate hike 25 basis points and hinted at a possible rate hike pause. But Powell's speech made investors suspicious and suppressed market risk appetite. Fed Chair Powell said it still believes inflation is too high and it is too early to say the rate hike cycle is over. That means there is still suspense in the Fed's interest rate path, and investors are unsure what will happen next.</p><p>By the close, the Dow was down 0.8%, the Nasdaq was down 0.46% and the S&P 500 was down 0.7%. The oil and gas sector was among the top losers,<a href=\"https://laohu8.com/S/IEP\">Icahn Enterprises</a>It fell by nearly 20%,<a href=\"https://laohu8.com/S/MPC\">Marathon crude oil</a>fell by more than 5%,<a href=\"https://laohu8.com/S/SUN\">Sun Oil</a>、<a href=\"https://laohu8.com/S/CVX\">Chevron</a>、<a href=\"https://laohu8.com/S/SU\">Sunco Energy</a>It fell by more than 2%. Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>up 0.02%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 0.19%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>down 0.33%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>up 0.09%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 0.65%. Semiconductor sector generally fell, AMD fell more than 9%,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/NXPI\">NXP</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It fell by more than 1%.</p><p>Financial groups and regional banking sectors fell,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/WSBC\">Weiss Bank</a>It fell by more than 9%,<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>It fell by more than 4%. Anti-epidemic concept stocks rose,<a href=\"https://laohu8.com/S/LLY\">Lilly</a>rose by more than 6%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>、<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>It rose more than 1%.</p><p><strong>Westpac Bancorp's stock price plunged nearly 60% after hours, and no one wanted to sell it</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5eee8cd04824bd8a0f3bd7271ca3587\" title=\"\" tg-width=\"1109\" tg-height=\"709\"/></p><p><strong>2. Popular Chinese stocks have mixed ups and downs<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 2%</strong></p><p>Popular Chinese stocks were mixed, with the Nasdaq China Golden Dragon Index falling 0.24%.<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Small upside.<a href=\"https://laohu8.com/S/NTES\">Netease</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Down slightly.</p><p><strong>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.56%</strong></p><p>The main indexes of European stocks closed generally higher, with Germany's DAX30 index rising 0.56%.<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.20%, France's CAC40 rose 0.28% and Europe's Stoxx 50 rose 0.36%.</p><p><strong>4. WTI oil price fell more than 7% in Asia-Pacific at the beginning of the session</strong></p><p>The demand for gasoline and jet fuel oil in the United States has shown signs of weakness, which has aggravated investors' worries that the global economy is heading for a recession. Oil prices have fallen for three consecutive days, and US oil WTI has fallen by 14% this year. The CTA short-selling frenzy has caused oil prices to fall to the worst oversold in two years.</p><p>WTI June crude oil futures closed down $3.06, or 4.27%, at $68.60/barrel. Brent July futures closed down $2.99, or 3.97%, at $72.33/barrel.</p><p>U.S. oil WTI fell by $3.69 or 5.1% at the deepest, once falling below $68, a new low in nearly six weeks since March 24th. International Brent fell as deep as $3.61, or 4.8%, falling below $72, to its lowest in more than six weeks since March 20th.</p><p><strong>WTI crude oil futures fell more than 7.14% in Asia-Pacific at the beginning of the session, hitting a low of $63.70, extending Wednesday's 4.27% close, bringing the cumulative 2023-to-date decline to 17%</strong>, indicating that OPEC +' s plan to regain control of the market by starting to cut oil production in May has not yet worked.</p><p><strong>5. New York gold futures closed 0.7% higher on Wednesday</strong></p><p>Gold futures for June delivery on the New York Mercantile Exchange rose $13.70, or 0.7%, to close at $2,037 an ounce, the highest closing price for the most active contract since April 13.</p><p><p style=\"text-align: justify;\"><strong>Macro News</strong></p><p><strong>1、<a href=\"https://laohu8.com/NW/1155895750\" title=\"连续第10次加息！美联储如期加息25个基点\" target=\"_blank\" class=\"\">10th rate hike in a row! Fed on schedule rate hike 25 basis points</a></strong></p><p>The Fed announced a rate hike of 25 basis points, raising the Federal Funds rate target range to 5%-5.25%, in line with expectations. This is the third rate hike of the Federal Reserve this year and the tenth rate hike since the start of this round of rate hike Process last year. After this rate hike, the Federal Reserve has raised interest rates by 500 basis points in this round, and the Federal Funds rate target range has risen to 5%-5.25%, the highest level since March 2001. The Fed's FOMC statement deleted the language that previously hinted at future rate hike, saying that the degree of tighter monetary policy depends on economic conditions.</p><p>The Fed's policy statement said that it will take into account the cumulative tightening effect and policy lag; The inflation rate remains high and the risk of inflation is highly concerned; A tighter credit environment could weigh on economic activity; The rate hike decision was unanimously approved by the FOMC commissioners; The rate of reduction of the Fed's holdings in U.S. Treasury Bond and MBS will remain unchanged; The extent of the impact of the tightening credit environment is uncertain.</p><p><strong>2. Federal Reserve Chairman Powell: No clear decision has been made on whether to stop rate hike</strong></p><p>On May 3rd, local time, Federal Reserve Chairman Powell delivered a speech on the decision of rate hike that day at a press conference, saying that the Federal Reserve has not yet made a clear decision on whether to stop rate hike. Powell said that the current inflation rate in the United States is still well above the 2% target, and the Federal Reserve will \"rely on data\" to continue to formulate monetary policy, and it is still possible to continue rate hike in the future. He believes more data is needed to determine whether Federal Funds rate has sufficient austerity.</p><p><strong>3、<a href=\"https://laohu8.com/NW/2332290196\" title=\"美国白宫评估债务违约“末日”场景：股市下跌45%、830万人失业\" target=\"_blank\" class=\"\">US White House Assesses Debt Default 'Doomsday' Scenario: Stocks Drop 45%, 8.3 Million Lose Jobs</a></strong></p><p>The White House will release an assessment on Wednesday that will illustrate the consequences for the U.S. economy if Congress does not raise the debt ceiling. The White House Council of Economic Advisers (CEA) believes that ① a long-term default will lead to a \"doomsday scenario\" similar to the Great Recession, when 8.3 million people lose their jobs and the stock market will plummet by 45%. ② Short-term default will cause 500,000 people to lose their jobs, and the unemployment rate will rise by 0.3%. ③ If the negotiation is completed by the deadline (June 1st), 200,000 people may lose their jobs, and the unemployment rate may rise by 0.1%. In all three scenarios, U.S. economic growth would turn negative, with contractions ranging from 0.3% to 6.1%, which could lead to the start of a recession period.</p><p><p style=\"text-align: justify;\"><strong>Situation between Russia and Ukraine</strong></p><p><strong>1. Ukrainian presidential spokesman denied Ukraine's involvement in the attack on the Kremlin</strong></p><p>On May 3rd, local time, the Kremlin said, \"Ukraine attempted to attack the presidential residence of the Kremlin with drones in the early hours of this morning-two drones attacked, but the military and secret services used modern electronic warfare equipment to paralyze the drones. The drones and their debris that fell within the Kremlin did not cause casualties or property damage. Russian President Vladimir Putin was not injured, and the work arrangement did not change. It continued as usual\". \"President Putin himself was not in the Kremlin at the time of the Ukrainian drone attack,\" Russian presidential press secretary Peskov said. A Ukrainian presidential spokesman denied Ukraine was involved in the attack on the Kremlin.</p><p><strong>2. Russian media: Russian Duma lawmakers called for a missile strike on Zelensky's residence in response to Ukraine's attempted attack on the Kremlin</strong></p><p>According to a report by RIA Novosti on the 3rd, Mikhail Sheremet, a member of the Russian State Duma, called on the Russian army to carry out a missile strike on Ukrainian President Volodymyr Zelensky's official residence in Kyiv in an interview with the media, as a response to Ukraine's attempt to use drones to attack the Kremlin.</p><p><strong>3. Ukrainian President Volodymyr Zelenskyy holds talks with leaders of five Nordic countries</strong></p><p>On May 3, local time, Ukrainian President Volodymyr Zelenskyy held talks with the leaders of the five Nordic countries in Helsinki, Finland. The agenda of the talks included the support of Nordic countries to Ukraine and the development of Ukraine's relations with the EU and NATO. Finnish President Niinisto, Swedish Prime Minister Kristersson, Norwegian Prime Minister Steller, Danish Prime Minister Fraser Riksson and Icelandic Prime Minister Jakob Dottir attended the talks. In a joint statement, the Nordic leaders said they would continue to support Ukraine, were preparing new military assistance and also pledged to support Ukraine's reconstruction.</p><p><p style=\"text-align: justify;\"><strong>Company News</strong></p><p><strong>1. Westpac U.S. Bank is considering various strategic options including selling the bank</strong></p><p>Another regional bank in the United States is faltering after several banks failed. According to people familiar with the matter, Westpac U.S. Bank, a regional bank in the United States (<a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a>) has been considering several strategic options, including selling itself. PacWest has been working with a financial advisor and is already considering a spin-off or fundraising, people familiar with the matter said. While open to a sale, the bank has yet to initiate a formal tender process, people familiar with the matter said. The sale did not go well because not many potential buyers were interested in buying the entire Bank, which includes a community Bank called Pacific Western Bank and some commercial and consumer lending businesses, the sources said. Potential buyers may also need to put a large impairment loss on the loan, people familiar with the matter said. After the U.S. stock market, Westpac U.S. Bank plunged by more than 53%.</p><p><strong>2. Eli Lilly's Alzheimer's disease drugs can significantly delay cognitive and functional decline</strong></p><p>On Wednesday, Eastern Time, American pharmaceutical giant Eli Lilly and Company announced that its Alzheimer's disease drug Donanemab has achieved positive results in its Phase 3 clinical trial. Eli Lilly said Donanemab met all the goals of the trial. Among 1182 patients with early-stage Alzheimer's disease, compared with placebo, Donanemab can slow down the clinical decline of patients by 35%, and the decline of patients' daily self-care ability by 40%. Nearly half of the patients received Donanemab treatment. There was no progression of the disease within 1 year. Eli Lilly said that it will submit approval by global regulatory agencies as soon as possible, and expects to submit a marketing application to the U.S. Food and Drug Administration (FDA) before the end of June, and it is expected to be approved by the end of the year or early 2024.</p><p><strong>3、<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Talks with partners to invest up to 10 billion euros to build a chip plant in Germany</strong></p><p>TSMC is in talks with partners to invest up to 10 billion euros ($11 billion) to build a chip manufacturing plant in Germany, according to people familiar with the matter. TSMC, NXP, Bosch and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>The joint venture between will have a budget of at least 7 billion euros, including state subsidies, but could end up closer to 10 billion euros. TSMC said in an emailed statement to Reuters that the company was still evaluating the possibility of building a plant in Europe, but declined to comment further.</p><p>4、<a href=\"https://laohu8.com/NW/2332518815\" title=\"全球手机市场疲软，高通业绩指引大幅逊于预期，盘后一度跌超7%\" target=\"_blank\">Global mobile phone market is weak, Qualcomm's performance guidance is sharply worse than expected, and it once fell more than 7% after hours</a></p><p>Dragged down by the weakness of the global smartphone market, Qualcomm's adjusted revenue in the second fiscal quarter was USD 9.27 billion, down 17% year-on-year; For fiscal third-quarter revenue, Qualcomm gave guidance ranging from $8.18 billion to $8.90 billion, well below analysts' expectations of $9.25 billion. Qualcomm's U.S. stocks once fell by more than 7.5% after hours.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | Powell \"scared the collapse\" of US stocks? The three major indexes closed down collectively, this bank stock halved after the market, and oil prices fell deep for days</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Powell \"scared the collapse\" of US stocks? The three major indexes closed down collectively, this bank stock halved after the market, and oil prices fell deep for days\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-04 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract</strong>: ① The Federal Reserve rate hike 25 basis points as scheduled, and Powell said it was undecided when to stop the rate hike; ② Overnight, US stocks closed down across the board, and the banking crisis intensified.<a href=\"https://laohu8.com/S/WBC\">Westpac Bank</a>Halving after the dish; ③WTI oil price fell by more than 7% in Asia-Pacific at the beginning of the session.<p style=\"text-align: justify;\"><strong>Overseas Quotes</strong></p><p><strong>1. The Federal Reserve's interest rate path is still suspenseful, and U.S. stocks collectively closed down</strong></p><p>U.S. stocks closed lower on Wednesday. Investors continue to weigh in on corporate earnings. U.S. April ADP private employment data far exceeded expectations. The Fed rate hike 25 basis points and hinted at a possible rate hike pause. But Powell's speech made investors suspicious and suppressed market risk appetite. Fed Chair Powell said it still believes inflation is too high and it is too early to say the rate hike cycle is over. That means there is still suspense in the Fed's interest rate path, and investors are unsure what will happen next.</p><p>By the close, the Dow was down 0.8%, the Nasdaq was down 0.46% and the S&P 500 was down 0.7%. The oil and gas sector was among the top losers,<a href=\"https://laohu8.com/S/IEP\">Icahn Enterprises</a>It fell by nearly 20%,<a href=\"https://laohu8.com/S/MPC\">Marathon crude oil</a>fell by more than 5%,<a href=\"https://laohu8.com/S/SUN\">Sun Oil</a>、<a href=\"https://laohu8.com/S/CVX\">Chevron</a>、<a href=\"https://laohu8.com/S/SU\">Sunco Energy</a>It fell by more than 2%. Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>up 0.02%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 0.19%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>down 0.33%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>up 0.09%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 0.65%. Semiconductor sector generally fell, AMD fell more than 9%,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/NXPI\">NXP</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It fell by more than 1%.</p><p>Financial groups and regional banking sectors fell,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/WSBC\">Weiss Bank</a>It fell by more than 9%,<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>It fell by more than 4%. Anti-epidemic concept stocks rose,<a href=\"https://laohu8.com/S/LLY\">Lilly</a>rose by more than 6%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>、<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>It rose more than 1%.</p><p><strong>Westpac Bancorp's stock price plunged nearly 60% after hours, and no one wanted to sell it</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5eee8cd04824bd8a0f3bd7271ca3587\" title=\"\" tg-width=\"1109\" tg-height=\"709\"/></p><p><strong>2. Popular Chinese stocks have mixed ups and downs<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 2%</strong></p><p>Popular Chinese stocks were mixed, with the Nasdaq China Golden Dragon Index falling 0.24%.<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Small upside.<a href=\"https://laohu8.com/S/NTES\">Netease</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Down slightly.</p><p><strong>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.56%</strong></p><p>The main indexes of European stocks closed generally higher, with Germany's DAX30 index rising 0.56%.<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.20%, France's CAC40 rose 0.28% and Europe's Stoxx 50 rose 0.36%.</p><p><strong>4. WTI oil price fell more than 7% in Asia-Pacific at the beginning of the session</strong></p><p>The demand for gasoline and jet fuel oil in the United States has shown signs of weakness, which has aggravated investors' worries that the global economy is heading for a recession. Oil prices have fallen for three consecutive days, and US oil WTI has fallen by 14% this year. The CTA short-selling frenzy has caused oil prices to fall to the worst oversold in two years.</p><p>WTI June crude oil futures closed down $3.06, or 4.27%, at $68.60/barrel. Brent July futures closed down $2.99, or 3.97%, at $72.33/barrel.</p><p>U.S. oil WTI fell by $3.69 or 5.1% at the deepest, once falling below $68, a new low in nearly six weeks since March 24th. International Brent fell as deep as $3.61, or 4.8%, falling below $72, to its lowest in more than six weeks since March 20th.</p><p><strong>WTI crude oil futures fell more than 7.14% in Asia-Pacific at the beginning of the session, hitting a low of $63.70, extending Wednesday's 4.27% close, bringing the cumulative 2023-to-date decline to 17%</strong>, indicating that OPEC +' s plan to regain control of the market by starting to cut oil production in May has not yet worked.</p><p><strong>5. New York gold futures closed 0.7% higher on Wednesday</strong></p><p>Gold futures for June delivery on the New York Mercantile Exchange rose $13.70, or 0.7%, to close at $2,037 an ounce, the highest closing price for the most active contract since April 13.</p><p><p style=\"text-align: justify;\"><strong>Macro News</strong></p><p><strong>1、<a href=\"https://laohu8.com/NW/1155895750\" title=\"连续第10次加息！美联储如期加息25个基点\" target=\"_blank\" class=\"\">10th rate hike in a row! Fed on schedule rate hike 25 basis points</a></strong></p><p>The Fed announced a rate hike of 25 basis points, raising the Federal Funds rate target range to 5%-5.25%, in line with expectations. This is the third rate hike of the Federal Reserve this year and the tenth rate hike since the start of this round of rate hike Process last year. After this rate hike, the Federal Reserve has raised interest rates by 500 basis points in this round, and the Federal Funds rate target range has risen to 5%-5.25%, the highest level since March 2001. The Fed's FOMC statement deleted the language that previously hinted at future rate hike, saying that the degree of tighter monetary policy depends on economic conditions.</p><p>The Fed's policy statement said that it will take into account the cumulative tightening effect and policy lag; The inflation rate remains high and the risk of inflation is highly concerned; A tighter credit environment could weigh on economic activity; The rate hike decision was unanimously approved by the FOMC commissioners; The rate of reduction of the Fed's holdings in U.S. Treasury Bond and MBS will remain unchanged; The extent of the impact of the tightening credit environment is uncertain.</p><p><strong>2. Federal Reserve Chairman Powell: No clear decision has been made on whether to stop rate hike</strong></p><p>On May 3rd, local time, Federal Reserve Chairman Powell delivered a speech on the decision of rate hike that day at a press conference, saying that the Federal Reserve has not yet made a clear decision on whether to stop rate hike. Powell said that the current inflation rate in the United States is still well above the 2% target, and the Federal Reserve will \"rely on data\" to continue to formulate monetary policy, and it is still possible to continue rate hike in the future. He believes more data is needed to determine whether Federal Funds rate has sufficient austerity.</p><p><strong>3、<a href=\"https://laohu8.com/NW/2332290196\" title=\"美国白宫评估债务违约“末日”场景：股市下跌45%、830万人失业\" target=\"_blank\" class=\"\">US White House Assesses Debt Default 'Doomsday' Scenario: Stocks Drop 45%, 8.3 Million Lose Jobs</a></strong></p><p>The White House will release an assessment on Wednesday that will illustrate the consequences for the U.S. economy if Congress does not raise the debt ceiling. The White House Council of Economic Advisers (CEA) believes that ① a long-term default will lead to a \"doomsday scenario\" similar to the Great Recession, when 8.3 million people lose their jobs and the stock market will plummet by 45%. ② Short-term default will cause 500,000 people to lose their jobs, and the unemployment rate will rise by 0.3%. ③ If the negotiation is completed by the deadline (June 1st), 200,000 people may lose their jobs, and the unemployment rate may rise by 0.1%. In all three scenarios, U.S. economic growth would turn negative, with contractions ranging from 0.3% to 6.1%, which could lead to the start of a recession period.</p><p><p style=\"text-align: justify;\"><strong>Situation between Russia and Ukraine</strong></p><p><strong>1. Ukrainian presidential spokesman denied Ukraine's involvement in the attack on the Kremlin</strong></p><p>On May 3rd, local time, the Kremlin said, \"Ukraine attempted to attack the presidential residence of the Kremlin with drones in the early hours of this morning-two drones attacked, but the military and secret services used modern electronic warfare equipment to paralyze the drones. The drones and their debris that fell within the Kremlin did not cause casualties or property damage. Russian President Vladimir Putin was not injured, and the work arrangement did not change. It continued as usual\". \"President Putin himself was not in the Kremlin at the time of the Ukrainian drone attack,\" Russian presidential press secretary Peskov said. A Ukrainian presidential spokesman denied Ukraine was involved in the attack on the Kremlin.</p><p><strong>2. Russian media: Russian Duma lawmakers called for a missile strike on Zelensky's residence in response to Ukraine's attempted attack on the Kremlin</strong></p><p>According to a report by RIA Novosti on the 3rd, Mikhail Sheremet, a member of the Russian State Duma, called on the Russian army to carry out a missile strike on Ukrainian President Volodymyr Zelensky's official residence in Kyiv in an interview with the media, as a response to Ukraine's attempt to use drones to attack the Kremlin.</p><p><strong>3. Ukrainian President Volodymyr Zelenskyy holds talks with leaders of five Nordic countries</strong></p><p>On May 3, local time, Ukrainian President Volodymyr Zelenskyy held talks with the leaders of the five Nordic countries in Helsinki, Finland. The agenda of the talks included the support of Nordic countries to Ukraine and the development of Ukraine's relations with the EU and NATO. Finnish President Niinisto, Swedish Prime Minister Kristersson, Norwegian Prime Minister Steller, Danish Prime Minister Fraser Riksson and Icelandic Prime Minister Jakob Dottir attended the talks. In a joint statement, the Nordic leaders said they would continue to support Ukraine, were preparing new military assistance and also pledged to support Ukraine's reconstruction.</p><p><p style=\"text-align: justify;\"><strong>Company News</strong></p><p><strong>1. Westpac U.S. Bank is considering various strategic options including selling the bank</strong></p><p>Another regional bank in the United States is faltering after several banks failed. According to people familiar with the matter, Westpac U.S. Bank, a regional bank in the United States (<a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a>) has been considering several strategic options, including selling itself. PacWest has been working with a financial advisor and is already considering a spin-off or fundraising, people familiar with the matter said. While open to a sale, the bank has yet to initiate a formal tender process, people familiar with the matter said. The sale did not go well because not many potential buyers were interested in buying the entire Bank, which includes a community Bank called Pacific Western Bank and some commercial and consumer lending businesses, the sources said. Potential buyers may also need to put a large impairment loss on the loan, people familiar with the matter said. After the U.S. stock market, Westpac U.S. Bank plunged by more than 53%.</p><p><strong>2. Eli Lilly's Alzheimer's disease drugs can significantly delay cognitive and functional decline</strong></p><p>On Wednesday, Eastern Time, American pharmaceutical giant Eli Lilly and Company announced that its Alzheimer's disease drug Donanemab has achieved positive results in its Phase 3 clinical trial. Eli Lilly said Donanemab met all the goals of the trial. Among 1182 patients with early-stage Alzheimer's disease, compared with placebo, Donanemab can slow down the clinical decline of patients by 35%, and the decline of patients' daily self-care ability by 40%. Nearly half of the patients received Donanemab treatment. There was no progression of the disease within 1 year. Eli Lilly said that it will submit approval by global regulatory agencies as soon as possible, and expects to submit a marketing application to the U.S. Food and Drug Administration (FDA) before the end of June, and it is expected to be approved by the end of the year or early 2024.</p><p><strong>3、<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Talks with partners to invest up to 10 billion euros to build a chip plant in Germany</strong></p><p>TSMC is in talks with partners to invest up to 10 billion euros ($11 billion) to build a chip manufacturing plant in Germany, according to people familiar with the matter. TSMC, NXP, Bosch and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>The joint venture between will have a budget of at least 7 billion euros, including state subsidies, but could end up closer to 10 billion euros. TSMC said in an emailed statement to Reuters that the company was still evaluating the possibility of building a plant in Europe, but declined to comment further.</p><p>4、<a href=\"https://laohu8.com/NW/2332518815\" title=\"全球手机市场疲软，高通业绩指引大幅逊于预期，盘后一度跌超7%\" target=\"_blank\">Global mobile phone market is weak, Qualcomm's performance guidance is sharply worse than expected, and it once fell more than 7% after hours</a></p><p>Dragged down by the weakness of the global smartphone market, Qualcomm's adjusted revenue in the second fiscal quarter was USD 9.27 billion, down 17% year-on-year; For fiscal third-quarter revenue, Qualcomm gave guidance ranging from $8.18 billion to $8.90 billion, well below analysts' expectations of $9.25 billion. Qualcomm's U.S. stocks once fell by more than 7.5% after hours.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","QQQ":"纳指100ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","SPY":"标普500ETF","DOG":"道指ETF-ProShares做空","BK4588":"碎股","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","IVV":"标普500ETF-iShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175703742","content_text":"摘要：①美联储如期加息25个基点，鲍威尔称未定何时停止加息；②隔夜美股全线收跌，银行危机愈演愈烈，西太平洋银行盘后腰斩；③WTI油价亚太盘初跌超7%。海外行情1、美联储利率路径仍有悬念 美股集体收跌美股周三收跌。投资者继续权衡企业财报。美国4月ADP私营就业数据远超预期。美联储加息25个基点，并暗示可能暂停加息。但鲍威尔的一番讲话却令投资者心生疑虑，压制了市场风险偏好。美联储主席鲍威尔表示，仍然认为通胀过高，现在说加息周期结束还为时过早。这意味着美联储利率路径仍有悬念，投资者不确定接下来会发生什么。截至收盘，道琼斯指数跌0.8%，纳斯达克指数跌0.46%，标普500指数跌0.7%。油气板块跌幅居前，伊坎企业跌近20%，马拉松原油跌超5%，太阳石油、雪佛龙、森科能源跌超2%。大型科技股涨跌不一，亚马逊涨0.02%，特斯拉涨0.19%，微软跌0.33%，谷歌A涨0.09%，苹果跌0.65%。半导体板块普跌，AMD跌超9%，高通、恩智浦跌超2%，英伟达跌超1%。金融集团、地区性银行板块走低，摩根大通跌超2%，韦斯银行跌超9%，联信银行跌超4%。抗疫概念股走高，礼来涨超6%，诺瓦瓦克斯医药、阿斯利康涨超1%。西太平洋合众银行盘后股价一度暴跌近60%，欲出售却无人问津。2、热门中概股涨跌不一 蔚来涨超2%热门中概股涨跌不一，纳斯达克中国金龙指数跌0.24%。蔚来涨超2%，哔哩哔哩、京东、唯品会涨超1%，微博、爱奇艺小幅上涨。网易跌超1%，拼多多、小鹏汽车、理想汽车、百度、阿里巴巴小幅下跌。3、欧股主要指数收盘普涨 德国DAX30指数涨0.56%欧股主要指数收盘普涨，德国DAX30指数涨0.56%，英国富时100指数涨0.20%，法国CAC40指数涨0.28%，欧洲斯托克50指数涨0.36%。4、WTI油价亚太盘初跌超7%美国汽油和喷气式飞机燃料用油的需求呈现疲软迹象，加剧了投资者对全球经济正走向衰退的担忧，油价连跌三日且美油WTI今年累跌14%，CTA卖空狂潮令油价跌至两年来最严重超卖。WTI 6月原油期货收跌3.06美元，跌幅4.27%，报68.60美元/桶。布伦特7月期货收跌2.99美元，跌幅3.97%，报72.33美元/桶。美油WTI最深跌3.69美元或跌5.1%，一度失守68美元，创3月24日以来的近六周新低。国际布伦特最深跌3.61美元或跌4.8%，失守72美元，至3月20日来的逾六周最低。WTI原油期货亚太盘初跌超7.14%，最低触及63.70美元，延续周三收跌4.27%的表现，使得2023年迄今累计跌幅达到17%，表明OPEC+通过5月份开始减产石油以重拾市场掌控权的计划尚未奏效。5、纽约黄金期货周三收高0.7%纽约商品交易所6月交割的黄金期货价格上涨13.70美元，涨幅为0.7%，收于每盎司2037美元，创4月13日以来最活跃合约的最高收盘价。宏观新闻1、连续第10次加息！美联储如期加息25个基点美联储宣布加息25个基点，将联邦基金利率目标区间上调至5%-5.25%，符合预期。这是美联储今年的第三次加息，也是去年启动本轮加息进程以来的第十次加息。在此次加息之后，美联储本轮已经累计将利率调高了500个基点，联邦基金利率目标区间已升至5%-5.25%，是2001年3月以来的最高水平。美联储FOMC声明删除了此前暗示未来还会加息的措辞，称货币政策更紧缩的程度程度取决于经济状况。美联储政策声明称，将把累积紧缩效应和政策滞后性纳入考量；通胀率居高不下，高度关注通胀风险；信贷环境收紧可能会打压经济活动；加息决定得到FOMC委员一致通过；美联储对美国国债和MBS持仓的减持速度将保持不变；信贷环境收紧的影响程度不确定。2、美联储主席鲍威尔：尚未就是否停止加息作出明确决定当地时间5月3日，美联储主席鲍威尔在新闻发布会上就当天的加息决定发表讲话，表示美联储尚未就是否停止加息作出明确决定。鲍威尔称，美国目前通胀率仍然远高于2%的目标，美联储将“依赖数据”继续制定货币政策，未来仍有可能继续加息。他认为需要更多数据来决定联邦基金利率是否具有足够的紧缩作用。3、美国白宫评估债务违约“末日”场景：股市下跌45%、830万人失业美国白宫将在周三发布一份评估文件，其中将说明如果国会不提高债务上限，美国经济将遭受的后果。白宫经济顾问委员会（CEA）认为，①长期违约将导致类似大衰退的“末日场景”，届时830万人失业，股市将重挫45%。②短期违约将导致50万人失业，失业率上升0.3%。③如果在最后期限完成谈判（6月1日），可能会导致20万人失业，失业率上升0.1%。在这三种情况下，美国经济增长都将转为负增长，收缩幅度从0.3%到6.1%不等，这可能导致经济衰退期的开始。俄乌局势1、乌克兰总统发言人否认乌方参与袭击克里姆林宫当地时间5月3日，克里姆林宫方面表示，“乌克兰今天凌晨试图用无人机袭击克里姆林宫的总统官邸——有两架无人机进行了攻击，但军方和特勤部门利用现代电子战设备将无人机瘫痪。坠落在克里姆林宫范围内的无人机及其碎片没有造成人员伤亡和财产损失。俄罗斯总统普京没有受伤，工作安排没有改变，照常进行”。俄罗斯总统新闻秘书佩斯科夫表示，“乌克兰无人机袭击时普京总统本人不在克里姆林宫”。乌克兰总统发言人否认乌克兰参与了对克里姆林宫的袭击。2、俄媒：俄杜马议员呼吁对泽连斯基官邸进行导弹打击 回应乌方企图袭击克宫据俄新社3日报道，俄罗斯国家杜马议员米哈伊尔·谢列梅特接受该媒体采访时，呼吁俄军对乌克兰总统泽连斯基位于基辅的官邸进行导弹打击，作为对乌方企图使用无人机袭击克宫的回应。3、乌克兰总统泽连斯基与北欧五国领导人举行会谈当地时间5月3日，乌克兰总统泽连斯基在芬兰首都赫尔辛基与北欧五国领导人进行了会谈，会谈议程包括北欧国家对乌克兰的支持、乌克兰与欧盟及北约关系的发展等。芬兰总统尼尼斯托、瑞典首相克里斯特松、挪威首相斯特勒、丹麦首相弗雷泽里克森、冰岛总理雅各布斯多蒂尔参加了会谈。北欧国家领导人在联合声明中表示，他们将继续支持乌克兰，正在准备提供新的军事援助，还承诺支持乌克兰的重建。公司新闻1、美国西太平洋合众银行正考虑各种战略选择 包括出售该行在数家银行倒闭后，美国又有一家地区性银行摇摇欲坠。知情人士透露，美国地区性银行西太平洋合众银行(PacWest Bancorp)一直在考虑几个战略选项，包括将自身出售。知情人士称，PacWest一直在与一家财务顾问合作，已经在考虑分拆或融资。知情人士说，虽然对出售持开放态度，但该行尚未启动正式的招标程序。消息人士称，出售事宜并不顺利，因为没有多少潜在买家对买下整个银行感兴趣，该行旗下包括一家名为Pacific Western Bank的社区银行以及一些商业和消费贷款业务。知情人士说，潜在买家还可能需要对贷款计入一大笔减值损失。美股盘后，美国西太平洋合众银行大跌超53%。2、礼来阿尔茨海默病药物可显著延缓认知和功能衰退美东时间周三，美国医药巨头礼来公司宣布，其治疗阿尔茨海默病的药物Donanemab在3期临床试验中取得了积极成果。礼来表示，Donanemab达到了试验的所有目标。在1182名患有早期阿尔茨海默病的患者中，与安慰剂相比，Donanemab能够将患者临床衰退速度减缓35%，患者日常自理能力下降速度减缓40%，接近半数患者接受Donanemab治疗后1年内疾病未出现进展。礼来表示，将尽快进行全球监督管理机构提交审批，并预计将在6月底之前向美国食品药品监督管理局(FDA)递交上市申请，预计将在年底或2024年初获批。3、台积电与合作伙伴商谈投资至多100亿欧元在德国建芯片厂据知情人士称，台积电正与合作伙伴谈判，拟投资至多100亿欧元（110亿美元）在德国建造一个芯片制造厂。据报道，台积电、恩智浦、博世和英飞凌之间的合资企业将有至少70亿欧元的预算，包括国家补贴，但最终可能会接近100亿欧元。台积电在给路透社的一份电子邮件声明中说，公司仍在评估在欧洲建厂的可能性，但拒绝进一步置评。4、全球手机市场疲软，高通业绩指引大幅逊于预期，盘后一度跌超7%受全球智能手机市场疲软的拖累，高通第二财季调整后营收92.7亿美元，同比下降17%，；对于第三财季的营收，高通给出的指引范围是81.8亿至89.0亿美元，远低于分析师预期的92.5亿美元。高通美股盘后一度跌超7.5%。","news_type":1,"symbols_score_info":{"161125":0.9,"SPXU":0.9,"PSQ":0.9,"DOG":0.9,"QQQ":0.9,"YMmain":0.9,"DXD":0.9,"QLD":0.9,"DJX":0.9,"OEF":0.9,"MNQmain":0.9,".IXIC":0.9,"IVV":0.9,"SPY":0.9,".DJI":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658769487,"gmtCreate":1683124767550,"gmtModify":1683124767550,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658769487","repostId":"1104862242","repostType":2,"repost":{"id":"1104862242","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683120638,"share":"https://ttm.financial/m/news/1104862242?lang=en_US&edition=fundamental","pubTime":"2023-05-03 21:30","market":"us","language":"zh","title":"Opening | Three major U.S. stock indexes open higher, Estee Lauder falls more than 21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104862242","media":"老虎资讯综合","summary":"5月3日，美股开盘小幅上涨，道指涨0.13%，纳指涨0.14%，标普500指数涨0.06%，美联储将于北京时间周四凌晨2:00公布利率决议，市场预期加息25个基点。AMD跌超7%，Q1营收同比下滑9%","content":"<p><html><head></head><body>On May 3rd, U.S. stocks opened slightly higher, with the Dow rising by 0.13%, the Nasdaq rising by 0.14% and the S&P 500 rising by 0.06%. The Federal Reserve will announce its interest rate decision at 2: 00 a.m. Beijing time on Thursday, and the market expects a rate hike of 25 basis points.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83d5dc81d82a2c37737e9fdc4eeea3c3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD fell by more than 7%, Q1 revenue fell by 9% year-on-year to $5.4 billion, and net loss of $139 million turned from profit to loss year-on-year.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>Down nearly 5%, FY23 Q2 results were better than market expectations, and the company decided to reaffirm its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/LLY\">Lilly</a>Up 2.8%, after announcing that its late-stage trial of Alzheimer's disease drug Donanemab treatment has achieved positive results.</p><p><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>It fell by more than 21%, and it is expected that net sales for the year will fall by 10%-12%.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | Three major U.S. stock indexes open higher, Estee Lauder falls more than 21%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | Three major U.S. stock indexes open higher, Estee Lauder falls more than 21%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-03 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 3rd, U.S. stocks opened slightly higher, with the Dow rising by 0.13%, the Nasdaq rising by 0.14% and the S&P 500 rising by 0.06%. The Federal Reserve will announce its interest rate decision at 2: 00 a.m. Beijing time on Thursday, and the market expects a rate hike of 25 basis points.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83d5dc81d82a2c37737e9fdc4eeea3c3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD fell by more than 7%, Q1 revenue fell by 9% year-on-year to $5.4 billion, and net loss of $139 million turned from profit to loss year-on-year.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>Down nearly 5%, FY23 Q2 results were better than market expectations, and the company decided to reaffirm its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/LLY\">Lilly</a>Up 2.8%, after announcing that its late-stage trial of Alzheimer's disease drug Donanemab treatment has achieved positive results.</p><p><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>It fell by more than 21%, and it is expected that net sales for the year will fall by 10%-12%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","BK4558":"双十一","BK4183":"个人用品","EL":"雅诗兰黛","BK4588":"碎股","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104862242","content_text":"5月3日，美股开盘小幅上涨，道指涨0.13%，纳指涨0.14%，标普500指数涨0.06%，美联储将于北京时间周四凌晨2:00公布利率决议，市场预期加息25个基点。AMD跌超7%，Q1营收同比下滑9%至54亿美元，净亏损1.39亿美元同比由盈转亏。星巴克跌近5%，2023财年Q2业绩好于市场预期，公司决定重申全年业绩指引。礼来涨2.8%，此前公布其阿尔茨海默病药物Donanemab治疗的后期试验取得了积极成果。雅诗兰黛跌逾21%，预计全年净销售额降10%-12%。","news_type":1,"symbols_score_info":{".DJI":0.9,"EL":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658769252,"gmtCreate":1683124716077,"gmtModify":1683124716077,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658769252","repostId":"2332922503","repostType":2,"isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658769682,"gmtCreate":1683124674348,"gmtModify":1683124674348,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658769682","repostId":"2332494436","repostType":2,"repost":{"id":"2332494436","kind":"news","pubTimestamp":1683124417,"share":"https://ttm.financial/m/news/2332494436?lang=en_US&edition=fundamental","pubTime":"2023-05-03 22:33","market":"us","language":"zh","title":"First Republic Bank plummeted 90%! S&P Downgrades Its Rating to 'CC': Default 'Almost Certain'","url":"https://stock-news.laohu8.com/highlight/detail?id=2332494436","media":"新浪财经","summary":"5月3日，第一共和银行暴跌90%，标普周二将第一共和银行的垃圾级信用评级进一步下调，此前监管机构接管了这家银行，并向摩根大通出售了其资产。标普将该行评级从“B+”下调至“CC”，并表示预计第一共和银行","content":"<p><html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbbf32495b066ff83ae3fad253012f8\" title=\"\" tg-width=\"550\" tg-height=\"275\"/></p><p>On May 3, First Republic Bank plunged 90%, and S&P on Tuesday<a href=\"https://laohu8.com/S/FRCB\">First Republic Bank</a>The junk credit rating was further downgraded after regulators took over the bank and issued<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Sold its assets. S&P downgraded the bank's rating to \"CC\" from \"B +\" and said it expects First Republic's default to be \"almost certain\"<strong><span style=\"color:#562727;\" class=\"color-mark\">(Note: First Republic Bank code has been changed, from FRC to FRCB. First Republic Bank is trading on pink sheet!)</span></strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26f39b3e1021381d369fb1c8cfa3ea0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>S&P said that since JPMorgan Chase assumes the vast majority of First Republic's assets, it is highly likely that the bank will default on any other senior financial debt given the insufficient remaining asset base.</p><p>Standard & Poor's also downgraded First Republic Bank's subordinated debt and preferred shares's credit ratings from \"B-\" to \"D\".</p><p></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic Bank plummeted 90%! S&P Downgrades Its Rating to 'CC': Default 'Almost Certain'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFirst Republic Bank plummeted 90%! S&P Downgrades Its Rating to 'CC': Default 'Almost Certain'\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2023-05-03 22:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbbf32495b066ff83ae3fad253012f8\" title=\"\" tg-width=\"550\" tg-height=\"275\"/></p><p>On May 3, First Republic Bank plunged 90%, and S&P on Tuesday<a href=\"https://laohu8.com/S/FRCB\">First Republic Bank</a>The junk credit rating was further downgraded after regulators took over the bank and issued<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Sold its assets. S&P downgraded the bank's rating to \"CC\" from \"B +\" and said it expects First Republic's default to be \"almost certain\"<strong><span style=\"color:#562727;\" class=\"color-mark\">(Note: First Republic Bank code has been changed, from FRC to FRCB. First Republic Bank is trading on pink sheet!)</span></strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26f39b3e1021381d369fb1c8cfa3ea0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>S&P said that since JPMorgan Chase assumes the vast majority of First Republic's assets, it is highly likely that the bank will default on any other senior financial debt given the insufficient remaining asset base.</p><p>Standard & Poor's also downgraded First Republic Bank's subordinated debt and preferred shares's credit ratings from \"B-\" to \"D\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023050315315981f770b9&s=b\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2dbbf32495b066ff83ae3fad253012f8","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023050315315981f770b9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2332494436","content_text":"5月3日，第一共和银行暴跌90%，标普周二将第一共和银行的垃圾级信用评级进一步下调，此前监管机构接管了这家银行，并向摩根大通出售了其资产。标普将该行评级从“B+”下调至“CC”，并表示预计第一共和银行的违约“几乎是必然的”（注：第一共和银行代码已变更，由FRC变更为FRCB。第一共和银行在粉单交易了！）标普表示，由于摩根大通承担了第一共和银行的绝大部分资产，鉴于剩余资产基础不足，该银行极有可能在任何其他高级金融债务上违约。标普还将第一共和银行的次级债和优先股的信用评级从“B-”下调至“D”。","news_type":1,"symbols_score_info":{"FRCB":0.9}},"isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658463335,"gmtCreate":1682991144629,"gmtModify":1682991144629,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658463335","repostId":"1182075616","repostType":2,"repost":{"id":"1182075616","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682987368,"share":"https://ttm.financial/m/news/1182075616?lang=en_US&edition=fundamental","pubTime":"2023-05-02 08:29","market":"us","language":"zh","title":"Foreign media headlines | Again buried hidden dangers? First Republic Bank takeover approved","url":"https://stock-news.laohu8.com/highlight/detail?id=1182075616","media":"老虎资讯综合","summary":"美国监管部门考虑上调企业存款账户保额上限。","content":"<p><html><head></head><body><strong>The headlines that the global financial media paid common attention to last night and this morning mainly include:</strong></p><p><strong>1. First Republic Bank was taken under JPMorgan Chase, and criticism came one after another</strong><strong>2. U.S. regulatory authorities consider raising the upper limit of corporate deposit account insurance</strong><strong>3. IMF CEO: Rapidly rising interest rates have exposed the vulnerability of the banking industry</strong><strong>4. U.S. manufacturing activity shrank for sixth consecutive month, the longest since 2009</strong><strong>5. Stagflation will make it difficult for the Federal Reserve to ride a tiger, and the stock and bond markets will face pricing errors</strong><strong>6. Wilson, a well-known short on Wall Street: The Fed's hawkish signal may weigh on the stock market</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e28120e83d9ab97aebc9df98c5afa1e5\" title=\"\" tg-width=\"550\" tg-height=\"359\"/></p><p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/NW/1165574147\" title=\"第一共和银行被摩根大通收归麾下 批评之声接踵而至\" target=\"_blank\">First Republic Bank was taken under JPMorgan Chase, criticism followed</a></strong></p><p><p style=\"text-align: start;\">JPMorgan Chase agreed to buy First Republic Bank in the United States, prompted by the Biden administration. The deal, announced hours after US regulators officially took over First Republic, would make JPMorgan Chase, already the nation's largest bank, even bigger while minimizing losses to the FDIC's guaranteed funds. Previously, the banking industry tried to fill the financial loopholes of First Republic itself, but these efforts failed, and JPMorgan Chase eventually took over.</p><p><p style=\"text-align: start;\">Sen. Elizabeth Warren of Massachusetts tweeted,<strong>\"The collapse of First Republic shows that deregulation has made the problem of banks 'too big to fail' worse. A poorly supervised bank is bought by a larger bank, and it is the taxpayers who are ultimately locked up. Congress needs to make major changes to legislation to fix problems in the banking system.\"</strong></p><p><p style=\"text-align: start;\">Senate Banking Committee Chairman Sherrod Brown, D-Ohio, blamed the failure of First Republic Bank on the bank's \"high-risk behavior, unique business model and mismanagement.\"</p><p><p style=\"text-align: start;\">\"It's clear we need stronger guardrails,\" Brown said in a statement. \"We have to make large banks more resilient in the face of failures in order to maintain financial stability and ensure the competitive environment in the long run.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822cb4a1374d51f02ef1959a52a78ef4\" title=\"\" tg-width=\"550\" tg-height=\"267\"/></p><p><p style=\"text-align: start;\"><strong>US regulators consider raising the cap on insured corporate deposit accounts</strong></p><p><p style=\"text-align: start;\">The Federal Deposit Insurance Corporation (FDIC) wants to overhaul its deposit insurance program after several recent bank failures led to a partial outflow of deposit insurance funds.</p><p><p style=\"text-align: start;\">The FDIC currently has a maximum insured amount of $250,000 for most deposit accounts, and the agency listed three options Monday, highlighting the reasons for reforms due to technological changes and the high concentration of uninsured customers in the banking system.</p><p><p style=\"text-align: start;\">In the report, the FDIC said it was considering a shift to \"targeted coverage\", in which business accounts receive more insured than the current cap, which it believed would be the best option to ensure financial stability. However, such reforms require legislation by Congress. The FDIC said other options include keeping the existing cap on insured amounts unchanged or moving to covering all deposits.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca1494830e71843e1c60217ec518290e\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p><p style=\"text-align: start;\"><strong>IMF Managing Director: Rapidly Rising Interest Rates Expose Banking Vulnerability</strong></p><p><p style=\"text-align: start;\">International Monetary Fund (IMF) chief Kristalina Georgieva said the rapid rise in interest rates \"exposes the vulnerability of the financial sector\" and that the banking sector needs to be wary of more risks. Industry leaders need to \"anticipate the unexpected and be prepared to act when they happen, because they will come,\" Georgieva said in an interview on the sidelines of the Milken Institute Global Conference.</p><p><p style=\"text-align: start;\">\"What we've experienced over the past few years is a series of unimaginable events,\" Georgieva said, \"the pandemic, the war in Ukraine, the rapid spike in interest rates after years of low levels.\"</p><p><p style=\"text-align: start;\">Georgieva's statement came on Monday as U.S. regulators continued their efforts to boost a banking sector hit by the Fed's aggressive rate hike and accelerated withdrawals from depositors. First Republic Bank became the fourth regional bank to fail since the banking turmoil began in March. The Federal Deposit Insurance Corp. arranged over the weekend to sell it to JPMorgan.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a02c0f94b49ab1d763363aab4a3797b\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>U.S. manufacturing activity contracts for sixth straight month, longest since 2009</strong></p><p><p style=\"text-align: start;\">U.S. manufacturing activity contracted for the sixth straight month in April, the longest since 2009, indicating that the sector's sluggish momentum will be difficult to reverse.</p><p><p style=\"text-align: start;\">The manufacturing index (2573.741, 22.59, 0.89%) rose to 47.1 last month from a nearly three-year low of 46.3 the previous month, according to data released Monday by the Institute for Supply Management (ISM). A reading below 50 indicates that activity is in a state of atrophy. A measure of the price paid for raw materials rebounded to its highest level since July last year. Crude oil prices recovered earlier last month, but recently cooled by demand worries.</p><p><p style=\"text-align: start;\">Data released last week showed that the inflation gauge valued by the Federal Reserve soared in March. The central bank is expected to rate hike 25 basis points this week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb6d40a2f2c63c7c25f31344e0ad0e1\" title=\"\" tg-width=\"550\" tg-height=\"366\"/></p><p><p style=\"text-align: start;\"><strong>Stagflation will make the Fed ride a tiger, stock and bond markets face pricing errors</strong></p><p><p style=\"text-align: start;\">U.S. financial markets are caught in a tug-of-war between inflation and recession fears, and investors are trying to guess what the Fed will do next, but they may be ignoring a more dangerous outcome: stagflation.</p><p><p style=\"text-align: start;\">The overlap of economic slowdown and persistent inflation may quench the hopes of the Federal Reserve to reverse its tightening policy, and lead to a series of assets being mispriced, reversing the rally of stock markets, credit markets and other risky assets this year.</p><p><p style=\"text-align: start;\">This is what some economists call \"mild stagflation\". For fund managers who have not yet fully emerged from the shadow of the double killing of stocks and bonds in 2022, such a macroeconomic environment is troubling.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547dfcb42bd1bd4301bd79cf5cef6c64\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>Wilson, a well-known Wall Street bear: Hawkish Fed signals could weigh on stocks</strong></p><p><p style=\"text-align: start;\">Stocks investors who are also hoping that the Fed will cut interest rates in the second half of the year could be disappointed later this week, according to Michael Wilson, a firm bear on Wall Street and strategist at Morgan Stanley.</p><p><p style=\"text-align: start;\">Markets expect the Federal Reserve to rate hike on Wednesday, which will mark its 10th consecutive rate hike since last March. \"If the message at this meeting is more hawkish, there could be short-term negative effects on the stock market,\" Wilson wrote in a note.</p><p><p style=\"text-align: start;\">Wilson believes that Morgan Stanley economists expect a pause in rate hike later this year, and bond market expectations for rate cuts will also become more in line with Morgan Stanley economists' views if supported by Federal Reserve Chairman Jerome Powell's speech.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines | Again buried hidden dangers? First Republic Bank takeover approved</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines | Again buried hidden dangers? First Republic Bank takeover approved\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-02 08:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>The headlines that the global financial media paid common attention to last night and this morning mainly include:</strong></p><p><strong>1. First Republic Bank was taken under JPMorgan Chase, and criticism came one after another</strong><strong>2. U.S. regulatory authorities consider raising the upper limit of corporate deposit account insurance</strong><strong>3. IMF CEO: Rapidly rising interest rates have exposed the vulnerability of the banking industry</strong><strong>4. U.S. manufacturing activity shrank for sixth consecutive month, the longest since 2009</strong><strong>5. Stagflation will make it difficult for the Federal Reserve to ride a tiger, and the stock and bond markets will face pricing errors</strong><strong>6. Wilson, a well-known short on Wall Street: The Fed's hawkish signal may weigh on the stock market</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e28120e83d9ab97aebc9df98c5afa1e5\" title=\"\" tg-width=\"550\" tg-height=\"359\"/></p><p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/NW/1165574147\" title=\"第一共和银行被摩根大通收归麾下 批评之声接踵而至\" target=\"_blank\">First Republic Bank was taken under JPMorgan Chase, criticism followed</a></strong></p><p><p style=\"text-align: start;\">JPMorgan Chase agreed to buy First Republic Bank in the United States, prompted by the Biden administration. The deal, announced hours after US regulators officially took over First Republic, would make JPMorgan Chase, already the nation's largest bank, even bigger while minimizing losses to the FDIC's guaranteed funds. Previously, the banking industry tried to fill the financial loopholes of First Republic itself, but these efforts failed, and JPMorgan Chase eventually took over.</p><p><p style=\"text-align: start;\">Sen. Elizabeth Warren of Massachusetts tweeted,<strong>\"The collapse of First Republic shows that deregulation has made the problem of banks 'too big to fail' worse. A poorly supervised bank is bought by a larger bank, and it is the taxpayers who are ultimately locked up. Congress needs to make major changes to legislation to fix problems in the banking system.\"</strong></p><p><p style=\"text-align: start;\">Senate Banking Committee Chairman Sherrod Brown, D-Ohio, blamed the failure of First Republic Bank on the bank's \"high-risk behavior, unique business model and mismanagement.\"</p><p><p style=\"text-align: start;\">\"It's clear we need stronger guardrails,\" Brown said in a statement. \"We have to make large banks more resilient in the face of failures in order to maintain financial stability and ensure the competitive environment in the long run.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822cb4a1374d51f02ef1959a52a78ef4\" title=\"\" tg-width=\"550\" tg-height=\"267\"/></p><p><p style=\"text-align: start;\"><strong>US regulators consider raising the cap on insured corporate deposit accounts</strong></p><p><p style=\"text-align: start;\">The Federal Deposit Insurance Corporation (FDIC) wants to overhaul its deposit insurance program after several recent bank failures led to a partial outflow of deposit insurance funds.</p><p><p style=\"text-align: start;\">The FDIC currently has a maximum insured amount of $250,000 for most deposit accounts, and the agency listed three options Monday, highlighting the reasons for reforms due to technological changes and the high concentration of uninsured customers in the banking system.</p><p><p style=\"text-align: start;\">In the report, the FDIC said it was considering a shift to \"targeted coverage\", in which business accounts receive more insured than the current cap, which it believed would be the best option to ensure financial stability. However, such reforms require legislation by Congress. The FDIC said other options include keeping the existing cap on insured amounts unchanged or moving to covering all deposits.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca1494830e71843e1c60217ec518290e\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p><p style=\"text-align: start;\"><strong>IMF Managing Director: Rapidly Rising Interest Rates Expose Banking Vulnerability</strong></p><p><p style=\"text-align: start;\">International Monetary Fund (IMF) chief Kristalina Georgieva said the rapid rise in interest rates \"exposes the vulnerability of the financial sector\" and that the banking sector needs to be wary of more risks. Industry leaders need to \"anticipate the unexpected and be prepared to act when they happen, because they will come,\" Georgieva said in an interview on the sidelines of the Milken Institute Global Conference.</p><p><p style=\"text-align: start;\">\"What we've experienced over the past few years is a series of unimaginable events,\" Georgieva said, \"the pandemic, the war in Ukraine, the rapid spike in interest rates after years of low levels.\"</p><p><p style=\"text-align: start;\">Georgieva's statement came on Monday as U.S. regulators continued their efforts to boost a banking sector hit by the Fed's aggressive rate hike and accelerated withdrawals from depositors. First Republic Bank became the fourth regional bank to fail since the banking turmoil began in March. The Federal Deposit Insurance Corp. arranged over the weekend to sell it to JPMorgan.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a02c0f94b49ab1d763363aab4a3797b\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>U.S. manufacturing activity contracts for sixth straight month, longest since 2009</strong></p><p><p style=\"text-align: start;\">U.S. manufacturing activity contracted for the sixth straight month in April, the longest since 2009, indicating that the sector's sluggish momentum will be difficult to reverse.</p><p><p style=\"text-align: start;\">The manufacturing index (2573.741, 22.59, 0.89%) rose to 47.1 last month from a nearly three-year low of 46.3 the previous month, according to data released Monday by the Institute for Supply Management (ISM). A reading below 50 indicates that activity is in a state of atrophy. A measure of the price paid for raw materials rebounded to its highest level since July last year. Crude oil prices recovered earlier last month, but recently cooled by demand worries.</p><p><p style=\"text-align: start;\">Data released last week showed that the inflation gauge valued by the Federal Reserve soared in March. The central bank is expected to rate hike 25 basis points this week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb6d40a2f2c63c7c25f31344e0ad0e1\" title=\"\" tg-width=\"550\" tg-height=\"366\"/></p><p><p style=\"text-align: start;\"><strong>Stagflation will make the Fed ride a tiger, stock and bond markets face pricing errors</strong></p><p><p style=\"text-align: start;\">U.S. financial markets are caught in a tug-of-war between inflation and recession fears, and investors are trying to guess what the Fed will do next, but they may be ignoring a more dangerous outcome: stagflation.</p><p><p style=\"text-align: start;\">The overlap of economic slowdown and persistent inflation may quench the hopes of the Federal Reserve to reverse its tightening policy, and lead to a series of assets being mispriced, reversing the rally of stock markets, credit markets and other risky assets this year.</p><p><p style=\"text-align: start;\">This is what some economists call \"mild stagflation\". For fund managers who have not yet fully emerged from the shadow of the double killing of stocks and bonds in 2022, such a macroeconomic environment is troubling.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547dfcb42bd1bd4301bd79cf5cef6c64\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>Wilson, a well-known Wall Street bear: Hawkish Fed signals could weigh on stocks</strong></p><p><p style=\"text-align: start;\">Stocks investors who are also hoping that the Fed will cut interest rates in the second half of the year could be disappointed later this week, according to Michael Wilson, a firm bear on Wall Street and strategist at Morgan Stanley.</p><p><p style=\"text-align: start;\">Markets expect the Federal Reserve to rate hike on Wednesday, which will mark its 10th consecutive rate hike since last March. \"If the message at this meeting is more hawkish, there could be short-term negative effects on the stock market,\" Wilson wrote in a note.</p><p><p style=\"text-align: start;\">Wilson believes that Morgan Stanley economists expect a pause in rate hike later this year, and bond market expectations for rate cuts will also become more in line with Morgan Stanley economists' views if supported by Federal Reserve Chairman Jerome Powell's speech.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b509c30e46e6854ed8118e95f2566e7","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182075616","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、第一共和银行被摩根大通收归麾下 批评之声接踵而至2、美国监管部门考虑上调企业存款账户保额上限3、IMF总裁：快速上升的利率令银行业脆弱性暴露无遗4、美国制造业活动连续第六个月萎缩 创下2009年以来最长纪录5、滞胀将令美联储骑虎难下 股债市场面临定价错误6、华尔街知名空头Wilson：美联储鹰派信号可能打压股市第一共和银行被摩根大通收归麾下 批评之声接踵而至在拜登政府推动下，摩根大通同意收购美国第一共和银行（First Republic Bank）。这笔交易在美国监管机构正式接管第一共和几小时后宣布，此举将令本来就是美国第一大银行的摩根大通体量变得更为庞大，同时还能将联邦存款保险公司（FDIC）的担保基金受到的损失减到最小。之前银行业曾经试图自己给第一共和补上财务漏洞，但这些努力宣告失败，最终由摩根大通出手接盘。马萨诸塞州参议员伊丽莎白·沃伦发布推文称，“第一共和的倒闭表明放松管制让银行‘大到不能倒’的问题变得更加严重，一家监管不力的银行被一家更大的银行收购，最终套牢的还是纳税人。国会需要对立法进行重大改革，以修复银行体系的问题。”参议院银行委员会主席，俄亥俄州民主党人Sherrod Brown将第一共和银行的倒闭归咎于该行的“高风险行为，独特的商业模式和管理不善”。“很明显我们需要更强大的护栏，” Brown在一份声明中说。 “我们必须让大型银行面对倒闭事件更有韧性，以便长期维护金融稳定并确保竞争环境。”美国监管部门考虑上调企业存款账户保额上限在最近数起银行倒闭事件导致存款保险基金部分外流后，美国联邦存款保险公司（FDIC）希望全面改革存款保险计划。目前FDIC对大多数存款账户的最高保额为25万美元，该机构周一列出了三个选项，强调改革的原因是技术变革以及银行体系中未保险客户高度集中。FDIC在报告中表示，考虑转向“定向覆盖”方式，即企业帐户获得比当前上限更多的保额，其认为这将是确保金融稳定的最佳选择。然而，这种改革需要国会立法。FDIC表示其他选项包括维持现有保额上限不变，或转向覆盖所有存款。IMF总裁：快速上升的利率令银行业脆弱性暴露无遗国际货币基金组织（IMF）总裁克里斯塔利娜·格奥尔基耶娃表示，利率的快速上升“暴露了金融部门的脆弱性”，而且银行业需要警惕更多风险。业界领袖需要“预见意外，并准备好在发生时采取行动，因为它们会来的，” 格奥尔基耶娃在参加Milken Institute Global Conference期间接受采访时表示。“过去几年我们经历的是一系列无法想象的事件，” 格奥尔基耶娃说，“疫情、在乌克兰的战争、利率保持多年低位后迅速飙升。”就在格奥尔基耶娃做出此番表态的周一，美国监管机构仍在继续努力提振因美联储激进加息和储户加速提款而受到冲击的银行业。第一共和银行成为3月银行业动荡开始以来第四家倒闭的地区性银行。联邦存款保险公司周末安排将其出售给摩根大通。美国制造业活动连续第六个月萎缩 创下2009年以来最长纪录美国4月制造业活动连续第六个月萎缩，创下2009年以来最长纪录，表明该行业萎靡势头难以扭转。供应管理协会（ISM）周一发布的数据显示，上月制造业指数(2573.741, 22.59, 0.89%)从前月的近三年低点46.3升至47.1。读数低于50表明活动处于萎缩状态。衡量原材料支付价格的指标反弹至去年7月以来的最高水平。原油价格上月早些时候一度回升，但最近因需求之忧降温。上周公布的数据显示，美联储看重的通胀指标3月劲升。预计央行本周将加息25个基点。滞胀将令美联储骑虎难下 股债市场面临定价错误美国金融市场陷入通货膨胀与衰退担忧的拉锯，投资者试图猜测美联储下一步动作，但他们可能忽视了一个更危险的结果：滞胀。经济放缓叠和持续的通胀或将扑灭美联储扭转紧缩政策的希望，并导致一系列资产被错误定价，扭转今年股市、信用市场及其他风险资产的涨势。这是一些经济学家所说的“轻度滞胀”，对于还没有完全从2022年股债双杀阴影中走出来的基金经理而言，这样的宏观经济环境令人不安。华尔街知名空头Wilson：美联储鹰派信号可能打压股市华尔街坚定空头、摩根士丹利策略师Michael Wilson表示，还寄希望美联储在下半年降息的股市投资者可能会在本周晚些时候失望。市场预计美联储将在周三加息，这将是自去年3月以来连续第10次加息。Wilson在一份报告中写道：“如果这次会议上传达的信息更加鹰派，可能会对股市带来短期负面影响。”威尔逊认为，摩根士丹利经济学家预计今年晚些时候将暂停加息，如果得到美联储主席杰罗姆·鲍威尔讲话的支持，债券市场对降息的预期也将变得更加符合摩根士丹利经济学家的观点。","news_type":1,"symbols_score_info":{"FRC":0.9,"FRCB":0.9}},"isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658463003,"gmtCreate":1682990991804,"gmtModify":1682990991804,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"🍢","listText":"🍢","text":"🍢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658463003","repostId":"1137715647","repostType":2,"isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658102243,"gmtCreate":1682435956084,"gmtModify":1682435956084,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658102243","repostId":"1159246284","repostType":2,"isVote":1,"tweetType":1,"viewCount":3062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658102906,"gmtCreate":1682435810906,"gmtModify":1682435810906,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658102906","repostId":"1101749948","repostType":2,"repost":{"id":"1101749948","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682434484,"share":"https://ttm.financial/m/news/1101749948?lang=en_US&edition=fundamental","pubTime":"2023-04-25 22:54","market":"us","language":"zh","title":"New car-making forces collectively declined, Tesla gradually pulled up and turned up","url":"https://stock-news.laohu8.com/highlight/detail?id=1101749948","media":"老虎资讯综合","summary":"周二，美股新能源汽车板块走势分化，截至发稿，蔚来跌约7%，小鹏汽车跌近6%，理想汽车跌近5%；特斯拉则短线拉升，截至发稿已由跌转涨。消息面上，在马斯克一顿迅猛减价操作下，特斯拉Model Y SUV最","content":"<p><html><head></head><body>On Tuesday, the trend of new energy vehicle sector in U.S. stocks differentiated. As of press time, Nio fell about 7%, XPeng fell nearly 6%, and Li Auto fell nearly 5%;<strong>Tesla has risen in the short term, and as of press time, it has turned from falling to rising.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba516ea017c0dc1d03d76af1e319bbb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>On the news, under Musk's rapid price reduction operation, the cheapest version of Tesla's Model Y SUV is now selling for less than the average price of new cars in the United States. The Model Y base costs $46,990 today, which is $759 less than the average price of a sedan or truck in the United States. Since the middle of last year, the spread between the two has moved by more than $20,000.</p><p>Morgan Stanley analyst Adam Jonas said last week that Musk's price cuts in the U.S. were so aggressive that it could lead some automakers to slow down their investment in the EV space rather than engage in a price war with Tesla in an uncertain economic environment. \"We're thinking about whether this is the 'moment' when the boards of established OEMs can reconsider slowing EV capex and research and development plans.\"</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New car-making forces collectively declined, Tesla gradually pulled up and turned up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew car-making forces collectively declined, Tesla gradually pulled up and turned up\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-25 22:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, the trend of new energy vehicle sector in U.S. stocks differentiated. As of press time, Nio fell about 7%, XPeng fell nearly 6%, and Li Auto fell nearly 5%;<strong>Tesla has risen in the short term, and as of press time, it has turned from falling to rising.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba516ea017c0dc1d03d76af1e319bbb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>On the news, under Musk's rapid price reduction operation, the cheapest version of Tesla's Model Y SUV is now selling for less than the average price of new cars in the United States. The Model Y base costs $46,990 today, which is $759 less than the average price of a sedan or truck in the United States. Since the middle of last year, the spread between the two has moved by more than $20,000.</p><p>Morgan Stanley analyst Adam Jonas said last week that Musk's price cuts in the U.S. were so aggressive that it could lead some automakers to slow down their investment in the EV space rather than engage in a price war with Tesla in an uncertain economic environment. \"We're thinking about whether this is the 'moment' when the boards of established OEMs can reconsider slowing EV capex and research and development plans.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101749948","content_text":"周二，美股新能源汽车板块走势分化，截至发稿，蔚来跌约7%，小鹏汽车跌近6%，理想汽车跌近5%；特斯拉则短线拉升，截至发稿已由跌转涨。消息面上，在马斯克一顿迅猛减价操作下，特斯拉Model Y SUV最便宜的版本如今售价低于美国新车平均价格。Model Y基本款如今售价46,990美元，较美国轿车或卡车的平均价格低759美元。自去年年中以来，两者的价差变动幅度已超2万美元。摩根士丹利分析师Adam Jonas上周表示，马斯克在美国的降价行动如此激进，可能导致一些汽车制造商放慢对电动汽车领域的投资步伐，而不是在不确定的经济环境下与特斯拉展开价格战。“我们正在思考，这是否是老牌整车制造商的董事会可以重新考虑放缓电动汽车资本支出和研发计划的‘时刻’。”","news_type":1,"symbols_score_info":{"NIO":0.9,"XPEV":0.9,"TSLA":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":651398238,"gmtCreate":1681460368026,"gmtModify":1681460368026,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/651398238","repostId":"1104177032","repostType":2,"repost":{"id":"1104177032","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681459333,"share":"https://ttm.financial/m/news/1104177032?lang=en_US&edition=fundamental","pubTime":"2023-04-14 16:02","market":"us","language":"zh","title":"Change | US stock index futures are weak and fluctuating, and blockchain concept stocks collectively strengthen before the market","url":"https://stock-news.laohu8.com/highlight/detail?id=1104177032","media":"老虎资讯综合","summary":"4月14日，美股指期货弱势震荡，截止发稿，道指期货跌0.24%，纳指期货跌0.01%，标普500指数期货跌0.05%。美股区块链概念股盘前集体走强，Marathon Digital、Riot Bloc","content":"<p><html><head></head><body>On April 14th, the US stock index futures fluctuated weakly. As of press time, the Dow futures fell by 0.24%, the Nasdaq futures fell by 0.01%, and the S&P 500 futures fell by 0.05%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9d89fbee36c3fab4e0a2609b4af0edf\" title=\"\" tg-width=\"401\" tg-height=\"205\"/></p><p>U.S. blockchain concept stocks collectively strengthened before the market,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>rose by more than 4%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>rose by more than 2%; On the news side, Bitcoin rose above the $31,000/piece mark, rising by more than 1.8% in the day, a new high since June last year;</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>It fell more than 5% before the market, and Boeing stopped delivering some 737 Max aircraft due to quality problems;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It fell by more than 4% before the market, and the delivery time of FF 91 was delayed again. The first stage of delivery process will start at the end of May;</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid</a>It fell by more than 6% before the market, and Q1 production and delivery volume fell to 2,314 and 1,406 vehicles from the previous month;</p><p><a href=\"https://laohu8.com/S/LU\">Lufax</a>It rose by more than 4% before the market, and Lufax closed by more than 10% on the first day of dual main listing in Hong Kong today;</p><p><a href=\"https://laohu8.com/S/EXPR\">Express</a>It rose by more than 14% before the market and acquired Bonobos, a subsidiary of Wal-Mart, at a discount;</p><p><a href=\"https://laohu8.com/S/TEVA\">Teva Pharma</a>It fell 9% before the market, and the approval of the partner Alvotech Humira high-concentration biosimilar AVT02 was rejected.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Change | US stock index futures are weak and fluctuating, and blockchain concept stocks collectively strengthen before the market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChange | US stock index futures are weak and fluctuating, and blockchain concept stocks collectively strengthen before the market\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-14 16:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14th, the US stock index futures fluctuated weakly. As of press time, the Dow futures fell by 0.24%, the Nasdaq futures fell by 0.01%, and the S&P 500 futures fell by 0.05%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9d89fbee36c3fab4e0a2609b4af0edf\" title=\"\" tg-width=\"401\" tg-height=\"205\"/></p><p>U.S. blockchain concept stocks collectively strengthened before the market,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>rose by more than 4%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>rose by more than 2%; On the news side, Bitcoin rose above the $31,000/piece mark, rising by more than 1.8% in the day, a new high since June last year;</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>It fell more than 5% before the market, and Boeing stopped delivering some 737 Max aircraft due to quality problems;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It fell by more than 4% before the market, and the delivery time of FF 91 was delayed again. The first stage of delivery process will start at the end of May;</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid</a>It fell by more than 6% before the market, and Q1 production and delivery volume fell to 2,314 and 1,406 vehicles from the previous month;</p><p><a href=\"https://laohu8.com/S/LU\">Lufax</a>It rose by more than 4% before the market, and Lufax closed by more than 10% on the first day of dual main listing in Hong Kong today;</p><p><a href=\"https://laohu8.com/S/EXPR\">Express</a>It rose by more than 14% before the market and acquired Bonobos, a subsidiary of Wal-Mart, at a discount;</p><p><a href=\"https://laohu8.com/S/TEVA\">Teva Pharma</a>It fell 9% before the market, and the approval of the partner Alvotech Humira high-concentration biosimilar AVT02 was rejected.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BK4551":"寇图资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BA":"波音","BK4588":"碎股","SPY":"标普500ETF","BK4516":"特朗普概念","BK4585":"ETF&股票定投概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4564":"太空概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4187":"航天航空与国防",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104177032","content_text":"4月14日，美股指期货弱势震荡，截止发稿，道指期货跌0.24%，纳指期货跌0.01%，标普500指数期货跌0.05%。美股区块链概念股盘前集体走强，Marathon Digital、Riot Blockchain涨超4%，Coinbase、Bit Digital涨超2%；消息面，比特币升破31000美元/枚关口，日内涨超1.8%，创去年6月份以来新高；波音盘前跌超5%，波音因质量问题停止交付部分737 Max飞机；法拉第未来盘前跌超4%，FF 91交付时间再推迟，第一阶段交付流程将于5月底开始；Lucid盘前跌超6%，Q1产量及交付量环比下滑至2314和1406辆；陆金所盘前涨超4%，陆金所今日回港双重主要上市首日收涨超10%；Express盘前大涨超14%，折价收购沃尔玛旗下Bonobos；梯瓦制药盘前跌9%，合作伙伴Alvotech Humira高浓度生物仿制药AVT02审批被拒。","news_type":1,"symbols_score_info":{"BA":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653919759,"gmtCreate":1680491502472,"gmtModify":1680491502472,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653919759","repostId":"1102680392","repostType":2,"repost":{"id":"1102680392","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680477517,"share":"https://ttm.financial/m/news/1102680392?lang=en_US&edition=fundamental","pubTime":"2023-04-03 07:18","market":"hk","language":"zh","title":"Preview this week | Fed officials will speak, U.S. March non-farm report to be announced, Trump will appear in court","url":"https://stock-news.laohu8.com/highlight/detail?id=1102680392","media":"老虎资讯综合","summary":"本周（4.3-4.7）重磅财经事件及数据如下：经济数据方面，投资者需关注美国3月Markit制造业PMI终值、美国3月ADP就业人数变动，美国截至4月1日当周初请失业金人数，美国3月非农等。财经事件方","content":"<p><html><head></head><body><strong>This week's (4.3-4.7) blockbuster financial events and data are as follows:</strong></p><p>In terms of economic data, investors need to pay attention to the final value of Markit manufacturing PMI in the United States in March, the change of ADP employment in the United States in March, the number of initial unemployment claims in the United States in the week ending April 1st, and the non-agricultural sector in the United States in March. On financial events, Trump will face criminal prosecution on Tuesday; Additionally, St. Louis Fed President Bullard will speak on the U.S. economy and monetary policy, and Fed Governor Lisa Cook will speak at the University of Michigan. In terms of market closure arrangements, Wednesday is the Ching Ming Festival, and A shares and Hong Kong stocks are closed for one day; Friday is Good Friday, and U.S. and Hong Kong stocks are closed for one day.<h2 style=\"text-align: justify;\">Monday, April 3</h2><p style=\"text-align: justify;\"><strong>KEYWORDS: U.S. March manufacturing PMI</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/606c0a5d73ecc497b685bd254bdb0246\" title=\"图片点击可在新窗口打开查看\" tg-width=\"952\" tg-height=\"1058\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Monday, in terms of economic data, investors can pay attention to China's March Caixin Manufacturing PMI data. In addition,<strong>The United States will announce the final value of Markit manufacturing PMI in March, which is expected to be not much different from the previous value.</strong>Previously, the initial value of Markit manufacturing PMI in the United States in March was 49.3, which was expected to be 47, and the previous value was 47.3.</p><p><p style=\"text-align: justify;\">The euro zone will announce the final value of Markit manufacturing PMI in March, and the market expectation is 47.1, which is the same as the previous value. The preliminary value of the Eurozone's manufacturing PMI in March recorded 47.1, a new low since October 2022.</p><p><p style=\"text-align: justify;\">In terms of financial events,<strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It was announced that new charging products will be available on Monday.</strong>According to Tesla, the product is manufactured using a one-piece stamping process and has a high-strength low-carbon steel box.</p><p><p style=\"text-align: justify;\">In terms of new stocks, US stocks<a href=\"https://laohu8.com/S/MWG\">Multi Ways Holdings Ltd.</a>Will be available today.</p><p>Multi Ways Holdings Ltd. The Company conducts equipment sales, leasing and servicing businesses through the Company's operating subsidiaries in Singapore. The company has over two decades of experience in supplying and leasing new and used heavy construction equipment in the infrastructure, building construction, mining, offshore and marine, oil and gas industries.<h2 style=\"text-align: justify;\">Tuesday, April 4</h2><p style=\"text-align: justify;\"><strong>Keywords: Federal Reserve Governors speech; Trump faces criminal prosecution</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4edf13e1d922d3cfc8962f1d1054926\" title=\"图片点击可在新窗口打开查看\" tg-width=\"950\" tg-height=\"810\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Tuesday, in terms of financial events,<strong>Fed Gov. Lisa Cook to Speak at University of Michigan</strong>, the latest developments related to the Federal Reserve deserve attention.</p><p><p style=\"text-align: justify;\">In addition,<strong>Tuesday will usher in the first (former) president in history to be criminally indicted.</strong>Multiple sources pointed out that after completing the surrender process, Trump will appear in court on Tuesday afternoon local time, and the judge will read the criminal charges to him in person, and the prosecution's charges will also be made public. At the same time, New York police are also expected to face the pressure of a large number of die-hard Trump fans gathering to demonstrate.</p><p><p style=\"text-align: justify;\">In terms of new shares,<strong>Hong Kong New Shares</strong><a href=\"https://laohu8.com/S/09669\">Beisen Holdings</a><strong>Today's subscription ends; U.S. stocks</strong><a href=\"https://laohu8.com/S/MGIH\">Xitu Group</a><strong>Will be available today.</strong></p><p><a href=\"https://laohu8.com/S/MGIH\">Millennium Group International Holdings Limited</a>The company is a supplier of paper packaging solutions, it provides paper inner and outer packaging products, which can be broadly divided into packaging products and corrugated products, in addition, the company is also engaged in the business of supply chain management.<h2 style=\"text-align: justify;\">Wednesday, April 5</h2><p style=\"text-align: justify;\"><strong>Keywords: U.S. March ADP employment data; Closed for Ching Ming Festival</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5c0e514522722ae52b08b05901e3a4e\" title=\"图片点击可在新窗口打开查看\" tg-width=\"950\" tg-height=\"1456\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Wednesday, in terms of economic data,<strong>US to Announce March ADP Employment Changes</strong>, the current market expectation is 200,000, down from the previous value of 242,000.</p><p>U.S. ADP employment increased by 242,000 in February, better than market expectations for an increase of 200,000 employment. Among them, the wages of non-leaving employees increased by 7.2% year-on-year, down 0.1 percentage point from the previous month. The jump in job-hopping numbers was 14.3%, compared to 14.9% in January. Nela Richardson, chief economist at ADP, said a modest slowdown in wage growth alone is unlikely to bring down inflation quickly in the near term.<p style=\"text-align: justify;\">In addition,<strong>The Shanghai and Shenzhen Stock Exchanges of the PRC and<a href=\"https://laohu8.com/S/00388\">HKEX</a>Because of Ching Ming Festival, the market is closed for one day.</strong></p><p><h2 style=\"text-align: justify;\">Thursday, April 6</h2><p style=\"text-align: justify;\"><strong>Keywords: number of initial jobless claims in the United States that week; Brad speaks</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3e92539a8c6624b050d53cf7a6299e2\" title=\"图片点击可在新窗口打开查看\" tg-width=\"953\" tg-height=\"1109\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Thursday,<strong>The United States will announce the number of initial unemployment claims for the week ending April 1, which is expected to continue to increase, but by a modest margin.</strong></p><p>The last unemployment report showed that despite an increase in jobless claims, the U.S. job market is showing continued strength after a year of the Federal Reserve's rate hike, with the unemployment rate at a historic low. Economists expect jobless claims to ultimately reflect layoffs in the tech, finance and media sectors. It's unclear how the banking crisis will affect the number of people claiming jobless benefits, but there could be some signs of strain in the economy in the coming weeks and months.<p style=\"text-align: justify;\">In terms of financial events,<strong>St. Louis Fed President Bullard to speak on U.S. economy and monetary policy</strong>Investors need to pay attention to his latest opinions. Recently, Bullard issued a paper saying that due to the recent banking crisis, the financial pressure in the United States has increased in recent weeks, but this can be controlled through regulatory policies rather than interest rates.</p><p><p style=\"text-align: justify;\">Today, Shanghai-Shenzhen Stock Connect was suspended from trading.</p><p><h2 style=\"text-align: justify;\">Friday, April 7</h2><p style=\"text-align: justify;\"><strong>Keywords: U.S. March non-farm data; Closed on Good Friday</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f13bc8fdc3215454421e611995dfafe\" title=\"图片点击可在新窗口打开查看\" tg-width=\"948\" tg-height=\"1364\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Friday, we welcomed the heavy data- -<strong>The U.S. Department of Labor will announce non-farm in March, and the market expects to increase by 240,000</strong>, down from the previous value of 311,000, which is also the third non-farm payroll report this year.</p><p><p style=\"text-align: justify;\">Both previous reports showed the hot employment scene that shocked the market-504,000 and 311,000 non-farm jobs were added in January and February respectively. The new non-farm jobs have exceeded expectations for 11 consecutive months, the longest consecutive increase since Bloomberg tracked the data in 1998. At present, economists' consensus forecast for non-farm in March is an increase of 240,000 people, while the unemployment rate remains unchanged at 3.6%.</p><p><p style=\"text-align: justify;\">One thing to remind investors in particular is that,<strong>Although the non-farm report talks about employment as a whole, it also includes the rate of pay growth</strong>。 This number is very likely to be a key player in the subsequent trend of the market.</p><p><p style=\"text-align: justify;\">In addition,<strong>Friday is Good Friday, and U.S. and Hong Kong stocks are closed for one day.</strong>Suspension of trading in Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect<strong>。</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Preview this week | Fed officials will speak, U.S. March non-farm report to be announced, Trump will appear in court</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPreview this week | Fed officials will speak, U.S. March non-farm report to be announced, Trump will appear in court\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-03 07:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>This week's (4.3-4.7) blockbuster financial events and data are as follows:</strong></p><p>In terms of economic data, investors need to pay attention to the final value of Markit manufacturing PMI in the United States in March, the change of ADP employment in the United States in March, the number of initial unemployment claims in the United States in the week ending April 1st, and the non-agricultural sector in the United States in March. On financial events, Trump will face criminal prosecution on Tuesday; Additionally, St. Louis Fed President Bullard will speak on the U.S. economy and monetary policy, and Fed Governor Lisa Cook will speak at the University of Michigan. In terms of market closure arrangements, Wednesday is the Ching Ming Festival, and A shares and Hong Kong stocks are closed for one day; Friday is Good Friday, and U.S. and Hong Kong stocks are closed for one day.<h2 style=\"text-align: justify;\">Monday, April 3</h2><p style=\"text-align: justify;\"><strong>KEYWORDS: U.S. March manufacturing PMI</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/606c0a5d73ecc497b685bd254bdb0246\" title=\"图片点击可在新窗口打开查看\" tg-width=\"952\" tg-height=\"1058\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Monday, in terms of economic data, investors can pay attention to China's March Caixin Manufacturing PMI data. In addition,<strong>The United States will announce the final value of Markit manufacturing PMI in March, which is expected to be not much different from the previous value.</strong>Previously, the initial value of Markit manufacturing PMI in the United States in March was 49.3, which was expected to be 47, and the previous value was 47.3.</p><p><p style=\"text-align: justify;\">The euro zone will announce the final value of Markit manufacturing PMI in March, and the market expectation is 47.1, which is the same as the previous value. The preliminary value of the Eurozone's manufacturing PMI in March recorded 47.1, a new low since October 2022.</p><p><p style=\"text-align: justify;\">In terms of financial events,<strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It was announced that new charging products will be available on Monday.</strong>According to Tesla, the product is manufactured using a one-piece stamping process and has a high-strength low-carbon steel box.</p><p><p style=\"text-align: justify;\">In terms of new stocks, US stocks<a href=\"https://laohu8.com/S/MWG\">Multi Ways Holdings Ltd.</a>Will be available today.</p><p>Multi Ways Holdings Ltd. The Company conducts equipment sales, leasing and servicing businesses through the Company's operating subsidiaries in Singapore. The company has over two decades of experience in supplying and leasing new and used heavy construction equipment in the infrastructure, building construction, mining, offshore and marine, oil and gas industries.<h2 style=\"text-align: justify;\">Tuesday, April 4</h2><p style=\"text-align: justify;\"><strong>Keywords: Federal Reserve Governors speech; Trump faces criminal prosecution</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4edf13e1d922d3cfc8962f1d1054926\" title=\"图片点击可在新窗口打开查看\" tg-width=\"950\" tg-height=\"810\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Tuesday, in terms of financial events,<strong>Fed Gov. Lisa Cook to Speak at University of Michigan</strong>, the latest developments related to the Federal Reserve deserve attention.</p><p><p style=\"text-align: justify;\">In addition,<strong>Tuesday will usher in the first (former) president in history to be criminally indicted.</strong>Multiple sources pointed out that after completing the surrender process, Trump will appear in court on Tuesday afternoon local time, and the judge will read the criminal charges to him in person, and the prosecution's charges will also be made public. At the same time, New York police are also expected to face the pressure of a large number of die-hard Trump fans gathering to demonstrate.</p><p><p style=\"text-align: justify;\">In terms of new shares,<strong>Hong Kong New Shares</strong><a href=\"https://laohu8.com/S/09669\">Beisen Holdings</a><strong>Today's subscription ends; U.S. stocks</strong><a href=\"https://laohu8.com/S/MGIH\">Xitu Group</a><strong>Will be available today.</strong></p><p><a href=\"https://laohu8.com/S/MGIH\">Millennium Group International Holdings Limited</a>The company is a supplier of paper packaging solutions, it provides paper inner and outer packaging products, which can be broadly divided into packaging products and corrugated products, in addition, the company is also engaged in the business of supply chain management.<h2 style=\"text-align: justify;\">Wednesday, April 5</h2><p style=\"text-align: justify;\"><strong>Keywords: U.S. March ADP employment data; Closed for Ching Ming Festival</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5c0e514522722ae52b08b05901e3a4e\" title=\"图片点击可在新窗口打开查看\" tg-width=\"950\" tg-height=\"1456\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Wednesday, in terms of economic data,<strong>US to Announce March ADP Employment Changes</strong>, the current market expectation is 200,000, down from the previous value of 242,000.</p><p>U.S. ADP employment increased by 242,000 in February, better than market expectations for an increase of 200,000 employment. Among them, the wages of non-leaving employees increased by 7.2% year-on-year, down 0.1 percentage point from the previous month. The jump in job-hopping numbers was 14.3%, compared to 14.9% in January. Nela Richardson, chief economist at ADP, said a modest slowdown in wage growth alone is unlikely to bring down inflation quickly in the near term.<p style=\"text-align: justify;\">In addition,<strong>The Shanghai and Shenzhen Stock Exchanges of the PRC and<a href=\"https://laohu8.com/S/00388\">HKEX</a>Because of Ching Ming Festival, the market is closed for one day.</strong></p><p><h2 style=\"text-align: justify;\">Thursday, April 6</h2><p style=\"text-align: justify;\"><strong>Keywords: number of initial jobless claims in the United States that week; Brad speaks</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3e92539a8c6624b050d53cf7a6299e2\" title=\"图片点击可在新窗口打开查看\" tg-width=\"953\" tg-height=\"1109\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Thursday,<strong>The United States will announce the number of initial unemployment claims for the week ending April 1, which is expected to continue to increase, but by a modest margin.</strong></p><p>The last unemployment report showed that despite an increase in jobless claims, the U.S. job market is showing continued strength after a year of the Federal Reserve's rate hike, with the unemployment rate at a historic low. Economists expect jobless claims to ultimately reflect layoffs in the tech, finance and media sectors. It's unclear how the banking crisis will affect the number of people claiming jobless benefits, but there could be some signs of strain in the economy in the coming weeks and months.<p style=\"text-align: justify;\">In terms of financial events,<strong>St. Louis Fed President Bullard to speak on U.S. economy and monetary policy</strong>Investors need to pay attention to his latest opinions. Recently, Bullard issued a paper saying that due to the recent banking crisis, the financial pressure in the United States has increased in recent weeks, but this can be controlled through regulatory policies rather than interest rates.</p><p><p style=\"text-align: justify;\">Today, Shanghai-Shenzhen Stock Connect was suspended from trading.</p><p><h2 style=\"text-align: justify;\">Friday, April 7</h2><p style=\"text-align: justify;\"><strong>Keywords: U.S. March non-farm data; Closed on Good Friday</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f13bc8fdc3215454421e611995dfafe\" title=\"图片点击可在新窗口打开查看\" tg-width=\"948\" tg-height=\"1364\"/><span>Click on the picture to open in a new window</span></p><p><p style=\"text-align: justify;\"><br/>On Friday, we welcomed the heavy data- -<strong>The U.S. Department of Labor will announce non-farm in March, and the market expects to increase by 240,000</strong>, down from the previous value of 311,000, which is also the third non-farm payroll report this year.</p><p><p style=\"text-align: justify;\">Both previous reports showed the hot employment scene that shocked the market-504,000 and 311,000 non-farm jobs were added in January and February respectively. The new non-farm jobs have exceeded expectations for 11 consecutive months, the longest consecutive increase since Bloomberg tracked the data in 1998. At present, economists' consensus forecast for non-farm in March is an increase of 240,000 people, while the unemployment rate remains unchanged at 3.6%.</p><p><p style=\"text-align: justify;\">One thing to remind investors in particular is that,<strong>Although the non-farm report talks about employment as a whole, it also includes the rate of pay growth</strong>。 This number is very likely to be a key player in the subsequent trend of the market.</p><p><p style=\"text-align: justify;\">In addition,<strong>Friday is Good Friday, and U.S. and Hong Kong stocks are closed for one day.</strong>Suspension of trading in Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect<strong>。</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GLD":"黄金ETF-SPDR","GDX":"黄金矿业ETF-VanEck",".DJI":"道琼斯","DUST":"二倍做空黄金矿业指数ETF-Direxion","DJT":"特朗普媒体科技集团",".SPX":"S&P 500 Index","IAU":"黄金信托ETF-iShares",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102680392","content_text":"本周（4.3-4.7）重磅财经事件及数据如下：经济数据方面，投资者需关注美国3月Markit制造业PMI终值、美国3月ADP就业人数变动，美国截至4月1日当周初请失业金人数，美国3月非农等。财经事件方面，特朗普将在周二面临刑事起诉；此外，圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话，美联储理事丽莎·库克将在密歇根大学讲话。休市安排方面，周三为清明节，A股、港股休市一日；周五为耶稣受难日，美股、港股休市一日。4月3日 周一关键词：美国3月制造业PMI图片点击可在新窗口打开查看周一，经济数据方面，投资者可关注中国3月财新制造业PMI数据。此外，美国将公布3月Markit制造业PMI终值，料和前值相差不大。 此前美国3月Markit制造业PMI初值为49.3，预期47，前值47.3。欧元区将公布3月Markit制造业PMI终值，市场预期为47.1，和前值相同。欧元区3月制造业PMI初值录得47.1，为2022年10月以来新低。财经事件方面，特斯拉宣布周一将上市充电新品。据特斯拉透露，该产品采用一体式冲压成型工艺制造，具有高强度低碳钢材质箱体。新股方面，美股Multi Ways Holdings Ltd.将于本日上市。Multi Ways Holdings Ltd.公司通过公司在新加坡的运营子公司开展设备销售、租赁和服务业务。该公司在基础设施、建筑施工、采矿、海上和海洋、石油和天然气行业提供和租赁新的和旧的重型建筑设备方面拥有超过二十年的经验。4月4日 周二关键词：美联储理事讲话；特朗普面临刑事起诉图片点击可在新窗口打开查看周二，财经事件方面，美联储理事丽莎·库克将在密歇根大学讲话，相关美联储最新动态值得关注。此外，周二将迎来历史上首个被刑事起诉的（前）总统。多个信源指出，完成自首程序后，特朗普将会在当地时间周二下午出庭，法官将当面向其宣读刑事指控文件，届时检方的指控也将大白于天下。与此同时，预期纽约警方也将直面大量特朗普死忠粉聚集示威的压力。新股方面，港股新股北森控股今日申购结束；美股禧图集团将于本日上市。Millennium Group International Holdings Limited公司是一家纸质包装解决方案供应商，它提供纸质内包装和外包装产品，这些产品可以大致分为包装产品和瓦楞产品，此外，该公司还从事供应链管理业务。4月5日 周三关键词：美国3月ADP就业人数数据；清明节休市图片点击可在新窗口打开查看周三，经济数据方面，美国将公布3月ADP就业人数变动，目前市场预期为20万，低于24.2万的前值。 美国ADP就业人数2月增长24.2万，好于市场预期的增加20万人就业。其中，未离职人员工资同比增长7.2%，较上月下降0.1个百分点。跳槽人数增幅为14.3%，而1月份为14.9%。ADP首席经济学家Nela Richardson表示，工资增长的适度放缓本身不太可能在短期内迅速降低通胀。此外，中国沪深交易所及香港交易所因清明节，休市一日。4月6日 周四关键词：美国当周初请失业金人数；布拉德讲话图片点击可在新窗口打开查看周四，美国将公布截至4月1日当周初请失业金人数， 料继续增加，但幅度不大。 上一份失业报告显示，尽管申请失业金人数有所增加，在美联储加息一年之后，美国就业市场仍表现出持续的强劲势头，失业率处于历史低位。经济学家预计，初请失业金人数最终将反映出科技、金融和媒体行业的裁员状况。目前尚不清楚银行业危机将如何影响初请失业金的人数，但未来几周和几个月经济可能会出现一些紧张迹象。财经事件方面，圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话，投资者需关注他的最新观点。 近日布拉德发文表示，由于近期的银行业危机，美国金融压力在最近几周有所增加，但这可以通过监管政策而不是利率来进行控制。本日，沪深股通暂停交易。4月7日 周五关键词：美国3月非农数据；耶稣受难日休市图片点击可在新窗口打开查看周五，迎来重磅数据——美国劳工部将公布3月非农，市场预期增加24万，低于31.1万的前值，这也是今年第三份非农就业报告。此前两份报告均展现了令市场大跌眼镜的火热就业景象——1月和2月分别新增50.4万和31.1万非农就业，非农新增就业已经连续11个月超过预期，为1998年彭博追踪该数据以来的最长连涨纪录。目前经济学家对3月非农给出的一致预期为增加24万人，同时失业率维持3.6%不变。特别需要提醒投资者的一点是，虽然非农报告整体谈论的是就业问题，但其中也有薪酬增速这一项。这个数字极有可能会是左右市场后续走势的关键角色。此外，周五为耶稣受难日，美股、港股休市一天，港股通、沪深股通暂停交易。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"GDX":0.9,"DJT":1,"GLD":0.9,"NUGT":0.9,".SPX":0.9,"MGCmain":0.9,"SGUmain":0.9,"SImain":0.9,".DJI":0.9,".IXIC":0.9,"SGCmain":0.9,"DUST":0.9,"GCmain":0.9,"IAU":0.9}},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653919835,"gmtCreate":1680491349529,"gmtModify":1680491349529,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653919835","repostId":"1192817991","repostType":2,"repost":{"id":"1192817991","kind":"news","pubTimestamp":1680487653,"share":"https://ttm.financial/m/news/1192817991?lang=en_US&edition=fundamental","pubTime":"2023-04-03 10:07","market":"us","language":"zh","title":"Price reduction is valid! Tesla's first-quarter production and sales both hit record","url":"https://stock-news.laohu8.com/highlight/detail?id=1192817991","media":"华尔街见闻","summary":"但分析师表示，降价对利润率的影响还有待观察。2023年初，由特斯拉掀起的价格战，在车企中掀起一阵腥风血雨。但凭借不讲武德的降价，特斯拉自己一季度产销双双创下记录。今年第一季度，特斯拉交付了42.29万","content":"<p><html><head></head><body><strong>But the impact of the price cuts on margins remains to be seen, analysts said.</strong><p style=\"text-align: justify;\">At the beginning of 2023, the price war started by Tesla set off a bloody storm among car companies. However, Tesla's own production and sales in the first quarter both set records by virtue of the price reduction that does not talk about Wude.</p><p><p style=\"text-align: justify;\">In the first quarter of this year, Tesla delivered 422,900 vehicles, up 36% from the same period last year and up 4% from the fourth quarter last year, and above Wall Street's estimate of 421,200 vehicles.</p><p><p style=\"text-align: justify;\">Of these, the high-end line Model S and X sold 10,695 units, accounting for about 2% of deliveries in the quarter. A total of 412,180 units of the workhorse Model 3 and Model Y have been delivered.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dafcf3fa2c86fcb9333b40dfad3f339\" tg-width=\"634\" tg-height=\"342\"/></p><p><p style=\"text-align: justify;\">In addition, Tesla's production has reached another record high, reaching 441,000 units.</p><p><p style=\"text-align: justify;\">In the first quarter of this year, Tesla's products were significantly reduced in price. In January, Tesla slashed the price of the benchmark Model Y by 20% and the high-performance Model 3 by 14%.</p><p><p style=\"text-align: justify;\">In the wake of the March investor day, Tesla also slashed prices on its premium models, with the base price of the Model X dropping from $109,990 to $99,990, a drop of about 9%.</p><p><p style=\"text-align: justify;\">Musk has previously complained repeatedly that the continuously deteriorating macroeconomic environment is dampening consumer demand. At Tesla Investor Day, he said:</p><p>\"People are very eager to own Tesla. The limiting factor is their wallets.\"<p style=\"text-align: justify;\">Therefore, Musk kindly chose to cut prices, forcing Ford, General Motors and other car companies to follow up.</p><p><p style=\"text-align: justify;\">Daniel Ives, an analyst at Wedbush Securities, said in a note that the price cuts \"paid a significant dividend\" for Tesla, although there is also a need to watch for the impact on profit margins:</p><p>\"We believe that demand from Chinese consumers improved for Tesla during the quarter and was key to the company's exceeding delivery expectations. The biggest issue will be margins, as price cuts will have an impact on this aspect.\"<p style=\"text-align: justify;\">Musk said Tesla will follow up with cheaper cars, expand its product line, and will further increase production capacity at new factories in Germany and Austin. In March, Tesla also announced plans to build a new factory in Monterrey, Mexico.</p><p><p style=\"text-align: justify;\">Tesla shares have nearly doubled to $207 this year, indicating investors recognize Musk's efforts to cut prices and increase production. Tesla stock remains well below its November 2021 peak of $407, though.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e57fe7031654a96d217ebc59ef6a786\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Tesla has set a goal to increase production by more than 10 times to 20 million units per year by 2030.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Price reduction is valid! Tesla's first-quarter production and sales both hit record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPrice reduction is valid! Tesla's first-quarter production and sales both hit record\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-03 10:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>But the impact of the price cuts on margins remains to be seen, analysts said.</strong><p style=\"text-align: justify;\">At the beginning of 2023, the price war started by Tesla set off a bloody storm among car companies. However, Tesla's own production and sales in the first quarter both set records by virtue of the price reduction that does not talk about Wude.</p><p><p style=\"text-align: justify;\">In the first quarter of this year, Tesla delivered 422,900 vehicles, up 36% from the same period last year and up 4% from the fourth quarter last year, and above Wall Street's estimate of 421,200 vehicles.</p><p><p style=\"text-align: justify;\">Of these, the high-end line Model S and X sold 10,695 units, accounting for about 2% of deliveries in the quarter. A total of 412,180 units of the workhorse Model 3 and Model Y have been delivered.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dafcf3fa2c86fcb9333b40dfad3f339\" tg-width=\"634\" tg-height=\"342\"/></p><p><p style=\"text-align: justify;\">In addition, Tesla's production has reached another record high, reaching 441,000 units.</p><p><p style=\"text-align: justify;\">In the first quarter of this year, Tesla's products were significantly reduced in price. In January, Tesla slashed the price of the benchmark Model Y by 20% and the high-performance Model 3 by 14%.</p><p><p style=\"text-align: justify;\">In the wake of the March investor day, Tesla also slashed prices on its premium models, with the base price of the Model X dropping from $109,990 to $99,990, a drop of about 9%.</p><p><p style=\"text-align: justify;\">Musk has previously complained repeatedly that the continuously deteriorating macroeconomic environment is dampening consumer demand. At Tesla Investor Day, he said:</p><p>\"People are very eager to own Tesla. The limiting factor is their wallets.\"<p style=\"text-align: justify;\">Therefore, Musk kindly chose to cut prices, forcing Ford, General Motors and other car companies to follow up.</p><p><p style=\"text-align: justify;\">Daniel Ives, an analyst at Wedbush Securities, said in a note that the price cuts \"paid a significant dividend\" for Tesla, although there is also a need to watch for the impact on profit margins:</p><p>\"We believe that demand from Chinese consumers improved for Tesla during the quarter and was key to the company's exceeding delivery expectations. The biggest issue will be margins, as price cuts will have an impact on this aspect.\"<p style=\"text-align: justify;\">Musk said Tesla will follow up with cheaper cars, expand its product line, and will further increase production capacity at new factories in Germany and Austin. In March, Tesla also announced plans to build a new factory in Monterrey, Mexico.</p><p><p style=\"text-align: justify;\">Tesla shares have nearly doubled to $207 this year, indicating investors recognize Musk's efforts to cut prices and increase production. Tesla stock remains well below its November 2021 peak of $407, though.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e57fe7031654a96d217ebc59ef6a786\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Tesla has set a goal to increase production by more than 10 times to 20 million units per year by 2030.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3685549\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3685549","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192817991","content_text":"但分析师表示，降价对利润率的影响还有待观察。2023年初，由特斯拉掀起的价格战，在车企中掀起一阵腥风血雨。但凭借不讲武德的降价，特斯拉自己一季度产销双双创下记录。今年第一季度，特斯拉交付了42.29万台汽车，比去年同期增加了36%，比去年四季度增加了4%，高于华尔街预期的42.12万辆。其中，高端线Model S和X销量为10695台，约占该季度交付量的2%。主力车型Model 3和Model Y累计交付412180台。此外，特斯拉的产量也再创新高，达到44.1万台。今年一季度，特斯拉的各系产品都有大幅度降价。1月，特斯拉将基准款Model Y的价格下调了20%，高性能Model 3的价格下调了14%。在3月的投资者日后，特斯拉的高端车型也大幅降价，其中Model X的基本价格从109990美元降至99990美元，降幅约为9%。马斯克此前多次抱怨，持续恶化的宏观经济环境抑制了消费者的需求。在特斯拉投资者日上，他表示： \"人们非常渴望拥有特斯拉。限制性因素是他们的钱包。”所以，马斯克仁慈地选择了降价，倒逼福特、通用等车企纷纷选择跟进。Wedbush Securities的分析师Daniel Ives在一份报告中表示，降价给特斯拉 \"带来了重大红利”，不过，还需要关注对利润率的影响：\"我们认为中国消费者的需求在本季度对特斯拉有所改善，是该公司超过交付预期的关键。最大的问题将是利润率，因为降价将对这一方面产生影响。”马斯克表示，特斯拉后续会推出更便宜的汽车，扩大其产品线，并且，还会进一步提高德国和奥斯汀的新工厂的产能。今年3月，特斯拉还宣布计划在墨西哥蒙特雷建造一座新工厂。今年以来，特斯拉股价几乎翻了一番，达到207美元，表明投资者认可马斯克降价增产的努力。不过，特斯拉股价仍然远远低于2021年11月407美元的峰值。特斯拉已经设定了一个目标，到2030年将产量提高10倍以上，达到每年2千万台。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653907235,"gmtCreate":1680478495729,"gmtModify":1680478495729,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌👍🏻","listText":"👌👍🏻","text":"👌👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653907235","repostId":"2324204000","repostType":2,"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659777242,"gmtCreate":1680273645487,"gmtModify":1680273645487,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659777242","repostId":"2323089425","repostType":2,"repost":{"id":"2323089425","kind":"highlight","pubTimestamp":1680254215,"share":"https://ttm.financial/m/news/2323089425?lang=en_US&edition=fundamental","pubTime":"2023-03-31 17:16","market":"us","language":"zh","title":"Fed Balance Sheet Size Finally Down! But the second wave of bank runs begins?","url":"https://stock-news.laohu8.com/highlight/detail?id=2323089425","media":"金十数据","summary":"为了拯救银行业，美联储资产负债表再次膨胀，好消息是，上周资产规模终于下降了；坏消息是，美元短缺持续，第二波银行挤兑危机可能已经开始了……","content":"<p><html><head></head><body>The Fed's balance sheet has ballooned again in an effort to save the banking sector, and the good news is that asset size finally fell last week; The bad news is that the dollar shortage persists and the second wave of bank runs may have begun…Biden is calling on regulators to tighten regulations on mid-sized banks, raising the \"<strong>Overturning Trump-era rules</strong>This view, mainly to restore regulation of banks with assets between $100 billion and $250 billion, includes liquidity requirements, strengthened stress tests and so-called \"living wills\".</p><p><em>Note: The so-called living will refers to the proposed by the Financial Stability Board (FSB), requiring<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a>Formulate and submit to the regulatory authorities a quick and orderly disposal plan when they are in substantial financial difficulty or operational failure.</em></p><p>The White House also called for:</p><p>① Banks with assets within this range conduct stress tests once a year instead of once every two years; ② Once the bank assets reach 100 billion US dollars, shorten the time of stress test; ③ Strengthen regulatory tools to ensure that banks can bear the impact of rising interest rates. Additionally, the White House is calling on the Federal Deposit Insurance Corporation (FDIC) to replenish funds without relying on community banks. The Bank Policy Institute made it clear:</p><p>\"It would be unfortunate if the response to the mismanagement and poor supervision of SVB was additional supervision of all banks, which would be a significant toll on the future economy of the United States.\" The calls for greater supervision came amid<strong>Bank deposit outflows, so much so that the money fund market hit a record high of $5.2 trillion</strong>Issued in the case of. Data shows $54.5 billion in inflows last week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082cdde7b856f5574d006b6762b83a14\" tg-width=\"967\" tg-height=\"658\"/></p><p><strong>$304 billion in inflows over the past three weeks</strong>, a record increase since the Covid lockdown crisis. As TD Securities strategist Gennadiy Goldberg said of last week's data:</p><p>\"This data is consistent with the ongoing deposit flight in the banking system, where depositors indirectly invest their cash in government bonds through money funds and avoid bank credit. This answers the question, 'Where does the money go after it leaves the banking system?'\" Meanwhile, the Fed's weekly balance sheet has been updated, with data showing that,<strong>Its balance sheet actually contracted slightly by $27.8 billion last week, with the Fed's own QT (quantitative tightening) program shrinking $10 billion of U.S. debt and MBS (mortgage-backed securities).</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973365948743395579a82d27379216e2\" tg-width=\"967\" tg-height=\"636\"/></p><p>In terms of the real reserves of the Federal Reserve,<strong>Its borrowings on secured instruments edged down to $153 billion from $164 billion</strong>, but still well above the $4.5 billion prior to SVB's collapse.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73e7240e5fad99f24134793ed450de51\" tg-width=\"967\" tg-height=\"658\"/></p><p>Its composition has also changed, reducing the use of the discount window by $22 billion to $88 billion,<strong>partially offset an increase in the Fed's brand-new Bank Term Funding Program (BTFP), which increased by $10.7 billion</strong>, up to $64.4 billion from $53.7 billion last week. Meanwhile, other credit expansions, including loans from the Federal Reserve to bridge banks set up by the FDIC to address issues with SVB and signature banks, were roughly flat at $180.1 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e470f4250a3d22f3c1d1966b21f01cd\" tg-width=\"967\" tg-height=\"664\"/></p><p>The Federal Reserve's dollar liquidity swaps have remained at a paltry $585 million over the past week, with $100 million going to the Swiss National Bank and $4.875 billion going to the European Central Bank.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50758e31fed98dce53b4a1913b330171\" tg-width=\"967\" tg-height=\"664\"/></p><p>But at least one bank has a massive $55 billion stockpile in the Fed's foreign repo facility.<strong>That means the dollar shortage continues, and the good news is that at least this is already down from last week's record $60 billion.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4024a3c8a9250aed5aefa2915b5aa5c7\" tg-width=\"967\" tg-height=\"648\"/></p><p>Finally, according to<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>The statement of,<strong>The second wave of bank runs has begun</strong>, while burning at a slower rate, it burns harder because \"price-sensitive\" savers are no longer dormant, but also are not actively looking for the best place to deposit. It is therefore too early to say that the banking crisis is over.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b901de82f7ec3d432c31a93f95918a97\" tg-width=\"1279\" tg-height=\"676\"/></p><p>Still, there is some good news. While money market fund sizes rose to record highs, one-week gains fell nearly 50% from $117.4 billion last week to just $66 billion, the slowest since the banking crisis began. In other words,<strong>Deposit outflows are slowing, at least for now.</strong></p><p></body></html></p>","source":"xnew_highlight","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 Balance Sheet Size Finally Down! But the second wave of bank runs begins?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Balance Sheet Size Finally Down! But the second wave of bank runs begins?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-03-31 17:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Fed's balance sheet has ballooned again in an effort to save the banking sector, and the good news is that asset size finally fell last week; The bad news is that the dollar shortage persists and the second wave of bank runs may have begun…Biden is calling on regulators to tighten regulations on mid-sized banks, raising the \"<strong>Overturning Trump-era rules</strong>This view, mainly to restore regulation of banks with assets between $100 billion and $250 billion, includes liquidity requirements, strengthened stress tests and so-called \"living wills\".</p><p><em>Note: The so-called living will refers to the proposed by the Financial Stability Board (FSB), requiring<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a>Formulate and submit to the regulatory authorities a quick and orderly disposal plan when they are in substantial financial difficulty or operational failure.</em></p><p>The White House also called for:</p><p>① Banks with assets within this range conduct stress tests once a year instead of once every two years; ② Once the bank assets reach 100 billion US dollars, shorten the time of stress test; ③ Strengthen regulatory tools to ensure that banks can bear the impact of rising interest rates. Additionally, the White House is calling on the Federal Deposit Insurance Corporation (FDIC) to replenish funds without relying on community banks. The Bank Policy Institute made it clear:</p><p>\"It would be unfortunate if the response to the mismanagement and poor supervision of SVB was additional supervision of all banks, which would be a significant toll on the future economy of the United States.\" The calls for greater supervision came amid<strong>Bank deposit outflows, so much so that the money fund market hit a record high of $5.2 trillion</strong>Issued in the case of. Data shows $54.5 billion in inflows last week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082cdde7b856f5574d006b6762b83a14\" tg-width=\"967\" tg-height=\"658\"/></p><p><strong>$304 billion in inflows over the past three weeks</strong>, a record increase since the Covid lockdown crisis. As TD Securities strategist Gennadiy Goldberg said of last week's data:</p><p>\"This data is consistent with the ongoing deposit flight in the banking system, where depositors indirectly invest their cash in government bonds through money funds and avoid bank credit. This answers the question, 'Where does the money go after it leaves the banking system?'\" Meanwhile, the Fed's weekly balance sheet has been updated, with data showing that,<strong>Its balance sheet actually contracted slightly by $27.8 billion last week, with the Fed's own QT (quantitative tightening) program shrinking $10 billion of U.S. debt and MBS (mortgage-backed securities).</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973365948743395579a82d27379216e2\" tg-width=\"967\" tg-height=\"636\"/></p><p>In terms of the real reserves of the Federal Reserve,<strong>Its borrowings on secured instruments edged down to $153 billion from $164 billion</strong>, but still well above the $4.5 billion prior to SVB's collapse.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73e7240e5fad99f24134793ed450de51\" tg-width=\"967\" tg-height=\"658\"/></p><p>Its composition has also changed, reducing the use of the discount window by $22 billion to $88 billion,<strong>partially offset an increase in the Fed's brand-new Bank Term Funding Program (BTFP), which increased by $10.7 billion</strong>, up to $64.4 billion from $53.7 billion last week. Meanwhile, other credit expansions, including loans from the Federal Reserve to bridge banks set up by the FDIC to address issues with SVB and signature banks, were roughly flat at $180.1 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e470f4250a3d22f3c1d1966b21f01cd\" tg-width=\"967\" tg-height=\"664\"/></p><p>The Federal Reserve's dollar liquidity swaps have remained at a paltry $585 million over the past week, with $100 million going to the Swiss National Bank and $4.875 billion going to the European Central Bank.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50758e31fed98dce53b4a1913b330171\" tg-width=\"967\" tg-height=\"664\"/></p><p>But at least one bank has a massive $55 billion stockpile in the Fed's foreign repo facility.<strong>That means the dollar shortage continues, and the good news is that at least this is already down from last week's record $60 billion.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4024a3c8a9250aed5aefa2915b5aa5c7\" tg-width=\"967\" tg-height=\"648\"/></p><p>Finally, according to<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>The statement of,<strong>The second wave of bank runs has begun</strong>, while burning at a slower rate, it burns harder because \"price-sensitive\" savers are no longer dormant, but also are not actively looking for the best place to deposit. It is therefore too early to say that the banking crisis is over.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b901de82f7ec3d432c31a93f95918a97\" tg-width=\"1279\" tg-height=\"676\"/></p><p>Still, there is some good news. While money market fund sizes rose to record highs, one-week gains fell nearly 50% from $117.4 billion last week to just $66 billion, the slowest since the banking crisis began. In other words,<strong>Deposit outflows are slowing, at least for now.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=109409&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86c31d7e54efed9192174b171199202b","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4550":"红杉资本持仓","BK4588":"碎股","UDOW":"三倍做多道指30ETF-ProShares",".SPX":"S&P 500 Index","DOG":"道指ETF-ProShares做空","DJX":"1/100道琼斯","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","BK4581":"高盛持仓","SPY":"标普500ETF","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","OEX":"标普100","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","BK4504":"桥水持仓","SDS":"两倍做空标普500 ETF-ProShares","BK4559":"巴菲特持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=109409&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323089425","content_text":"为了拯救银行业，美联储资产负债表再次膨胀，好消息是，上周资产规模终于下降了；坏消息是，美元短缺持续，第二波银行挤兑危机可能已经开始了……拜登正呼吁监管机构收紧对中型银行的监管，提出了“推翻特朗普时代的规则”这一观点，主要是恢复对资产在1000亿美元至2500亿美元之间的银行的监管，包括流动性要求、加强压力测试和所谓的“生前遗嘱”。注：所谓的生前遗嘱，指由金融稳定理事会（FSB）提出，要求金融机构拟订并向监管机构提交，当其陷入实质性财务困境或经营失败时快速有序的处置方案。白宫还呼吁：①资产在这一范围内的银行每年进行一次压力测试，而不是两年进行一次；②一旦银行资产达到1000亿美元，就缩短压力测试的时间；③加强监管工具，确保银行能够承受利率上升的影响。此外，白宫还呼吁联邦存款保险公司（FDIC）在不依赖社区银行的情况下补充资金。银行政策研究所则明确表示：“如果对SVB管理不善和监管不力的反应是对所有银行进行额外监管，这将对美国未来经济造成重大损失，这将是不幸的。”要求加强监管的呼声是在银行存款外流，以至于货币基金市场规模创下5.2万亿美元历史新高的情况下发出的。数据显示，上周有545亿美元的资金流入。过去三周有3040亿美元的资金流入，创下了新冠疫情封锁危机以来的创纪录增幅。正如道明证券策略师戈德堡（Gennadiy Goldberg）在谈到上周的数据时所说：“这一数据与银行系统持续的存款外逃是一致的，储户通过货币基金间接将现金投资于政府债券，并避开银行信贷。这回答了‘钱离开银行系统后去了哪里？’的问题。”与此同时，美联储每周资产负债表也更新了，数据显示，其资产负债表上周实际上小幅收缩了278亿美元，其中美联储自身的QT（量化紧缩）计划缩减了100亿美元的美债和MBS（抵押贷款支持证券）。美联储实际准备金方面，其担保工具借款从1640亿美元小幅下降到1530亿美元，但仍然远高于SVB倒闭之前的45亿美元。其构成也发生了变化，贴现窗口的使用减少了220亿美元至880亿美元，部分抵消了美联储全新的银行定期融资计划（BTFP）的增加，后者增加了107亿美元，从上周的537亿美元增加到644亿美元。与此同时，包括美联储向FDIC为解决SVB和签名银行问题而设立的过桥银行提供的贷款等其他信贷扩张则基本持平，为1801亿美元。美联储的美元流动性掉期在过去一周仅维持在微不足道的5.85亿美元，其中1亿美元流向瑞士央行，48.75亿美元流向欧洲央行。但是至少有一家银行在美联储的外国回购工具中储备了550亿美元的巨额资金。这意味着美元短缺仍在继续，好消息是至少这已经低于上周创纪录的600亿美元。最后，根据巴克莱银行的说法，第二波银行挤兑浪潮已经开始，虽然燃烧速度较慢，但力度更大，因为“对价格敏感”的储户不再蛰伏，但也没有积极寻找存款的最佳地点。因此，要说银行业危机已经结束还为时尚早。尽管如此，还是有一些好消息的。虽然货币市场基金规模升至历史新高，但一周的增幅从上周的1174亿美元下降了近50%，只有660亿美元，这是自银行危机开始以来最慢的。换句话说，至少就目前而言，存款外流正在放缓。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SSO":0.6,"NQmain":0.6,".IXIC":1,"MNQmain":0.6,".DJI":1,"UPRO":0.6,"TQQQ":0.6,"QID":0.6,"QQQ":0.6,"DDM":0.6,"SDOW":0.6,"SH":0.6,"DXD":0.6,"DJX":0.6,"SDS":0.6,"IVV":0.6,"PSQ":0.6,"SQQQ":0.6,"UDOW":0.6,"ESmain":0.6,"OEX":0.6,"OEF":0.6,"SPXU":0.6,"QLD":0.6,"SPY":1,".SPX":0.6,"DOG":0.6}},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659100012,"gmtCreate":1679823294738,"gmtModify":1679823294738,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659100012","repostId":"2322210829","repostType":2,"repost":{"id":"2322210829","kind":"highlight","pubTimestamp":1679787935,"share":"https://ttm.financial/m/news/2322210829?lang=en_US&edition=fundamental","pubTime":"2023-03-26 07:45","market":"us","language":"zh","title":"Come to China and \"take a long line to catch big fish\"! Apple CEO Cook is here, Bridgewater Dalio is here","url":"https://stock-news.laohu8.com/highlight/detail?id=2322210829","media":"华尔街见闻","summary":"扩大内需战略、产业链供应链韧性和安全、营商环境、投资、绿色发展等内容都是重点议题。","content":"<p><html><head></head><body>The 2023 Annual Meeting of the China Development Forum was held at the Diaoyutai State Guesthouse in Beijing from March 25 to 27. The meeting focused on the theme of economic recovery, and the forum focused on discussions from the perspective of macro-policy and global cooperation. The strategy of expanding domestic demand, resilience and security of industrial and supply chains, business environment, investment and green development are all key topics.</p><p>It is worth noting that this is the first time that the China Development Forum has resumed offline holding since the outbreak of the COVID-19 pandemic in 2020. Lu Hao, director of the Development Research Center of the State Council, served as the chairman of the forum, and Oliver Beiter, chairman of the board of directors of Allianz Group of Germany, served as the foreign chairman of the forum. Guests include<b>Han Wenxiu, deputy director of the Office of the Central Financial and Economic Commission in charge of daily work, Rui Dalio, founder of Bridgewater Investment Company,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Company CEO Cook,<a href=\"https://laohu8.com/S/ABT\">Abbott</a>CEO Luo Fude,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Company CEO Aibole,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Company President Anmon, former U.S. Secretary of State Kissinger</b>......</p><p><img src=\"https://static.tigerbbs.com/5e5f052b301282aec2933022287f96a5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/></p><p>There was also an episode before the meeting. Apple CEO Cook came to the Apple retail store in Sanlitun, Beijing. Cook himself also posted on Weibo that evening, saying that he was happy to meet the team and customers.</p><p><h2><b>Han Wenxiu: Welcome to China to \"play a long line to fish big fish\"</b></h2>According to The Paper, on March 25th, Han Wenxiu, deputy director of the Office of the Central Financial and Economic Commission in charge of daily work, said that China is a safe haven for international financial security. Over the years, China has implemented a prudent monetary policy, adhered to the autonomy and normalization of monetary policy, stabilized the financial system, eliminated a large number of hidden risks and kept the bottom line of no systemic risks in the process of supporting economic development. At present, there is no obvious inflationary or deflationary pressure, and monetary policy has a large room for maneuver.</p><p>Opening up to the outside world is China's basic national policy. China will continue to expand market access, steadily promote institutional opening of rules, regulations, management and standards, and continue to build a market-oriented, legal and international first-class business environment.<b>\"We welcome enterprises from all over the world to invest in China, and we also look forward to foreign investors setting a long-term vision and deeply cultivating the Chinese market. Investing in China can 'catch big fish in the long run'.\"</b></p><p>Han Wenxiu also said that China has set the expected target of economic growth this year at about 5%, taking into account not only the need to expand employment and improve people's livelihood, but also the potential growth capacity and various difficulties and challenges, leaving appropriate room for progress while maintaining stability. Judging from the current development situation, it is certain to achieve this goal.</p><p><h2><b>Apple Cook talks about AI innovation acceleration: Inventors have the responsibility to ensure that technology is used correctly</b></h2>On March 25, at the 2023 annual meeting of the China Development Forum, Apple CEO Tim Cook said: \"Innovation is developing very fast in China, and I think it will accelerate again.\"</p><p>Cook said that the current global innovation speed in artificial intelligence and other aspects is very rapid, and these technologies will have a significant impact on human beings. As an inventor of technology, we must ensure that people use these technologies correctly, so that technology can help human beings. He believes that this is a very heavy responsibility for any inventor of technology.</p><p><b>\"The company thinks it is very important for young people to learn this. Even if young people don't want to be programmers, they need to master some programming skills and know the possibilities brought by programming.\"</b>Cook said that Apple is pushing schools to add programming education. \"When students gain the basic skills of programming, they can keep up with the world of rapid innovation. If they don't have this basic (programming) skills, I will worry that some children can't keep up with this world of rapid innovation.\"</p><p>Cook said that programming skills and critical thinking are very important. Apple has developed the programming language Swift, which is simple and easy to use and free for schools all over the world. I hope schools all over the world can learn to use this language. Currently, 35 million kids are now using it to learn to code.</p><p>In addition,<b>Apple today announced an increase in its donation to the China Development Research Foundation to 100 million yuan,</b>To create growth opportunities for teachers and students across China. Apple's new 50 million yuan donation will fund the three-year \"Smart Gardener\" project, which focuses on digital teaching in China's underdeveloped regions and is expected to affect more than 120,000 teachers and more than 2 million students.</p><p><h2><b>Huang Qifan: China's population advantage is increasingly converted into super-large market advantage</b></h2>According to China Business News, at the 2023 annual meeting of the China Development Forum, Huang Qifan, the former mayor of Chongqing, said that China's demographic advantage has increasingly converted into a super-large market advantage in the past decade or so. Forty years ago, when we talked about China's demographic dividend and demographic advantage, we generally talked about the comparative advantage of unlimited supply and low-cost labor. In the past decade or so, with the expansion of our economy, our industry and import and export trade have become the first in the world, and our per capita GDP has gradually caught up with and surpassed the world average. The more people exceed the average, the larger the GDP scale, and China's demographic dividend is gradually more and more reflected in its scale advantage.</p><p>Huang Qifan said that special attention should be paid to the core products transformed by the fourth industrial revolution at present. At present, special attention should be paid to the final product transformed from the core technology of the fourth industrial revolution. Every industrial revolution produces a batch of key technologies. Now it's the fourth industrial revolution: the age of artificial intelligence. We may have all three states of leading, running alongside, or following. In this process, if there are several types of large products of our final industrial chain cluster made in China, we have truly grasped the initiative of industrial chain layout.</p><p><h2><b>Schneider CEO Zhao<a href=\"https://laohu8.com/S/00370\">Guohua</a>: Electrification is the only way to decarbonize</b></h2>On March 25,<a href=\"https://laohu8.com/S/0NWV.UK\">Schneider Electric</a>Chairman and CEO Zhao Guohua said at the \"China Development Forum 2023\" that the Internet has changed our lives, the Internet of Things will connect everything, digitalization means there will be a higher level of efficiency, and<b>Electrification is the only way to achieve decarbonization, and the combination of digitalization and electrification equals a sustainable future.</b></p><p>Zhao Guohua believes that GDP is closely related to energy use, and energy is needed to develop; The energy mix is now being re-changed, with 70%-80% of energy investment currently going in.</p><p>Zhao Guohua said that at present, 75% of the world's energy comes from energy, and the supply side can achieve carbon reduction through electrification, digitalization to improve energy efficiency and low-carbon distribution on the supply side. At the same time, it is also necessary to reduce carbon on the demand side. Now we have entered the era of power 4.0, everything is interconnected, and all cities are looking for renewable energy, which also requires full digitalization of everything around us, putting data in the cloud, processing data, and operating anywhere and at any time in the world through data twins, which can achieve higher safety, resilience and better efficiency.</p><p><h2><b>Tian Guoli, Chairman of CCB, Talks about Real Estate</b></h2>At the event on March 25th, the reporter of national business daily asked Tian Guoli, chairman of CCB, how to improve the role of real estate in promoting consumption.</p><p>Tian Guoli responded to the reporter: \"In fact, it is necessary to change a way of real estate, because real estate is always needed by the market, but the past way was too single, such as the rent-to-sale ratio. Almost 10% of people in China rely on leasing. If the future real estate leasing can be increased from 10% to 20%-30%, the real estate market will have great changes.\"</p><p>In the speech, Tian Guoli also mentioned that consumption upgrading calls for the advent of the era of big leasing, and the industrial development will be more specialized and intensive. With the upgrading of housing consumption, the transaction form of China's real estate has undergone major changes. The era of big leasing calls for more professional, standardized and quality management institutions. By deepening the social division of labor, economic efficiency is continuously improved. At the same time, it is also necessary to further improve relevant laws and policies, so that renting and buying houses can get similar public services.</p><p>In addition, Tian Guoli also pointed out that the real estate transformation and the development of the rental market need long-term capital finance. Previously, real estate development mainly relied on bank loans, with a high asset-liability ratio, which accumulated great financial risks. Now, there are more revitalizing existing real estate to meet the needs of consumers after upgrading.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Come to China and \"take a long line to catch big fish\"! Apple CEO Cook is here, Bridgewater Dalio is here</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCome to China and \"take a long line to catch big fish\"! Apple CEO Cook is here, Bridgewater Dalio is here\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-26 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The 2023 Annual Meeting of the China Development Forum was held at the Diaoyutai State Guesthouse in Beijing from March 25 to 27. The meeting focused on the theme of economic recovery, and the forum focused on discussions from the perspective of macro-policy and global cooperation. The strategy of expanding domestic demand, resilience and security of industrial and supply chains, business environment, investment and green development are all key topics.</p><p>It is worth noting that this is the first time that the China Development Forum has resumed offline holding since the outbreak of the COVID-19 pandemic in 2020. Lu Hao, director of the Development Research Center of the State Council, served as the chairman of the forum, and Oliver Beiter, chairman of the board of directors of Allianz Group of Germany, served as the foreign chairman of the forum. Guests include<b>Han Wenxiu, deputy director of the Office of the Central Financial and Economic Commission in charge of daily work, Rui Dalio, founder of Bridgewater Investment Company,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Company CEO Cook,<a href=\"https://laohu8.com/S/ABT\">Abbott</a>CEO Luo Fude,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Company CEO Aibole,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Company President Anmon, former U.S. Secretary of State Kissinger</b>......</p><p><img src=\"https://static.tigerbbs.com/5e5f052b301282aec2933022287f96a5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/></p><p>There was also an episode before the meeting. Apple CEO Cook came to the Apple retail store in Sanlitun, Beijing. Cook himself also posted on Weibo that evening, saying that he was happy to meet the team and customers.</p><p><h2><b>Han Wenxiu: Welcome to China to \"play a long line to fish big fish\"</b></h2>According to The Paper, on March 25th, Han Wenxiu, deputy director of the Office of the Central Financial and Economic Commission in charge of daily work, said that China is a safe haven for international financial security. Over the years, China has implemented a prudent monetary policy, adhered to the autonomy and normalization of monetary policy, stabilized the financial system, eliminated a large number of hidden risks and kept the bottom line of no systemic risks in the process of supporting economic development. At present, there is no obvious inflationary or deflationary pressure, and monetary policy has a large room for maneuver.</p><p>Opening up to the outside world is China's basic national policy. China will continue to expand market access, steadily promote institutional opening of rules, regulations, management and standards, and continue to build a market-oriented, legal and international first-class business environment.<b>\"We welcome enterprises from all over the world to invest in China, and we also look forward to foreign investors setting a long-term vision and deeply cultivating the Chinese market. Investing in China can 'catch big fish in the long run'.\"</b></p><p>Han Wenxiu also said that China has set the expected target of economic growth this year at about 5%, taking into account not only the need to expand employment and improve people's livelihood, but also the potential growth capacity and various difficulties and challenges, leaving appropriate room for progress while maintaining stability. Judging from the current development situation, it is certain to achieve this goal.</p><p><h2><b>Apple Cook talks about AI innovation acceleration: Inventors have the responsibility to ensure that technology is used correctly</b></h2>On March 25, at the 2023 annual meeting of the China Development Forum, Apple CEO Tim Cook said: \"Innovation is developing very fast in China, and I think it will accelerate again.\"</p><p>Cook said that the current global innovation speed in artificial intelligence and other aspects is very rapid, and these technologies will have a significant impact on human beings. As an inventor of technology, we must ensure that people use these technologies correctly, so that technology can help human beings. He believes that this is a very heavy responsibility for any inventor of technology.</p><p><b>\"The company thinks it is very important for young people to learn this. Even if young people don't want to be programmers, they need to master some programming skills and know the possibilities brought by programming.\"</b>Cook said that Apple is pushing schools to add programming education. \"When students gain the basic skills of programming, they can keep up with the world of rapid innovation. If they don't have this basic (programming) skills, I will worry that some children can't keep up with this world of rapid innovation.\"</p><p>Cook said that programming skills and critical thinking are very important. Apple has developed the programming language Swift, which is simple and easy to use and free for schools all over the world. I hope schools all over the world can learn to use this language. Currently, 35 million kids are now using it to learn to code.</p><p>In addition,<b>Apple today announced an increase in its donation to the China Development Research Foundation to 100 million yuan,</b>To create growth opportunities for teachers and students across China. Apple's new 50 million yuan donation will fund the three-year \"Smart Gardener\" project, which focuses on digital teaching in China's underdeveloped regions and is expected to affect more than 120,000 teachers and more than 2 million students.</p><p><h2><b>Huang Qifan: China's population advantage is increasingly converted into super-large market advantage</b></h2>According to China Business News, at the 2023 annual meeting of the China Development Forum, Huang Qifan, the former mayor of Chongqing, said that China's demographic advantage has increasingly converted into a super-large market advantage in the past decade or so. Forty years ago, when we talked about China's demographic dividend and demographic advantage, we generally talked about the comparative advantage of unlimited supply and low-cost labor. In the past decade or so, with the expansion of our economy, our industry and import and export trade have become the first in the world, and our per capita GDP has gradually caught up with and surpassed the world average. The more people exceed the average, the larger the GDP scale, and China's demographic dividend is gradually more and more reflected in its scale advantage.</p><p>Huang Qifan said that special attention should be paid to the core products transformed by the fourth industrial revolution at present. At present, special attention should be paid to the final product transformed from the core technology of the fourth industrial revolution. Every industrial revolution produces a batch of key technologies. Now it's the fourth industrial revolution: the age of artificial intelligence. We may have all three states of leading, running alongside, or following. In this process, if there are several types of large products of our final industrial chain cluster made in China, we have truly grasped the initiative of industrial chain layout.</p><p><h2><b>Schneider CEO Zhao<a href=\"https://laohu8.com/S/00370\">Guohua</a>: Electrification is the only way to decarbonize</b></h2>On March 25,<a href=\"https://laohu8.com/S/0NWV.UK\">Schneider Electric</a>Chairman and CEO Zhao Guohua said at the \"China Development Forum 2023\" that the Internet has changed our lives, the Internet of Things will connect everything, digitalization means there will be a higher level of efficiency, and<b>Electrification is the only way to achieve decarbonization, and the combination of digitalization and electrification equals a sustainable future.</b></p><p>Zhao Guohua believes that GDP is closely related to energy use, and energy is needed to develop; The energy mix is now being re-changed, with 70%-80% of energy investment currently going in.</p><p>Zhao Guohua said that at present, 75% of the world's energy comes from energy, and the supply side can achieve carbon reduction through electrification, digitalization to improve energy efficiency and low-carbon distribution on the supply side. At the same time, it is also necessary to reduce carbon on the demand side. Now we have entered the era of power 4.0, everything is interconnected, and all cities are looking for renewable energy, which also requires full digitalization of everything around us, putting data in the cloud, processing data, and operating anywhere and at any time in the world through data twins, which can achieve higher safety, resilience and better efficiency.</p><p><h2><b>Tian Guoli, Chairman of CCB, Talks about Real Estate</b></h2>At the event on March 25th, the reporter of national business daily asked Tian Guoli, chairman of CCB, how to improve the role of real estate in promoting consumption.</p><p>Tian Guoli responded to the reporter: \"In fact, it is necessary to change a way of real estate, because real estate is always needed by the market, but the past way was too single, such as the rent-to-sale ratio. Almost 10% of people in China rely on leasing. If the future real estate leasing can be increased from 10% to 20%-30%, the real estate market will have great changes.\"</p><p>In the speech, Tian Guoli also mentioned that consumption upgrading calls for the advent of the era of big leasing, and the industrial development will be more specialized and intensive. With the upgrading of housing consumption, the transaction form of China's real estate has undergone major changes. The era of big leasing calls for more professional, standardized and quality management institutions. By deepening the social division of labor, economic efficiency is continuously improved. At the same time, it is also necessary to further improve relevant laws and policies, so that renting and buying houses can get similar public services.</p><p>In addition, Tian Guoli also pointed out that the real estate transformation and the development of the rental market need long-term capital finance. Previously, real estate development mainly relied on bank loans, with a high asset-liability ratio, which accumulated great financial risks. Now, there are more revitalizing existing real estate to meet the needs of consumers after upgrading.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3684882\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a6a7b139d58808422d7237d4e0edf26","relate_stocks":{"IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4579":"人工智能","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4588":"碎股","LU0444971666.USD":"天利全球科技基金","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - 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Value A Acc SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1046421795.USD":"富达环球科技A-ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H"},"source_url":"https://wallstreetcn.com/articles/3684882","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322210829","content_text":"中国发展高层论坛2023年年会于3月25日至27日在北京钓鱼台国宾馆举行。会议围绕经济复苏主题，论坛侧重在宏观政策、全球合作角度展开讨论。扩大内需战略、产业链供应链韧性和安全、营商环境、投资、绿色发展等内容都是重点议题。值得关注的是，这是自2020年新冠疫情发生后，中国发展高层论坛第一次恢复线下举办。国务院发展研究中心主任陆昊担任论坛主席，德国安联集团董事会主席奥利弗·贝特担任论坛外方主席。嘉宾包括中央财经委员会办公室分管日常工作的副主任韩文秀，美国桥水投资公司创始人瑞·达利欧，苹果公司CEO库克、雅培公司CEO罗赋德、辉瑞公司首席执行官艾伯乐、高通公司总裁安蒙、美国前国务卿基辛格......在会议之前还有个小插曲，苹果公司CEO库克来到了北京三里屯苹果零售店。库克本人当天晚上也发布微博表示很高兴见到团队和顾客。韩文秀：欢迎来华“放长线钓大鱼”据澎湃新闻，3月25日，中央财经委员会办公室分管日常工作的副主任韩文秀表示，中国是国际金融安全的避风港，多年来中国实施稳健的货币政策，坚持货币政策的自主性和常态化，在支持经济发展过程中，稳住了金融体系，消除了大量风险隐患，守住了不发生系统性风险的底线。当前没有明显的通货膨胀或通货紧缩的压力，货币政策具有较大的回旋余地。对外开放是中国的基本国策，将继续扩大市场准入，稳步推动规则、规制、管理、标准等制度性开放，继续打造市场化、法治化、国际化一流营商环境。“我们欢迎各国企业来华投资，也期待外商树立长远眼光，深耕中国市场，在中国投资可以‘放长线钓大鱼’。”韩文秀还表示，中国将今年经济增长的预期目标确定为5%左右，既考虑了扩大就业，改善民生的需要，也考虑了潜在增长能力和各种困难挑战，留有适当的余地，体现了稳中求进。从目前的发展态势来看，实现这一目标是有把握的。苹果库克谈AI创新提速：发明者有责任保证技术被正确使用3月25日，在中国发展高层论坛2023年年会论坛上，苹果公司首席执行官蒂姆·库克表示：“创新在中国发展很快的，我想它还会再加速。”库克表示，当前全球在人工智能等方面的创新速度是非常迅速的，这些技术将对人类产生重大影响。作为技术的发明者，必须保证人们正确地使用这些技术，让技术能够帮助人类。他认为这对任何一个技术发明者都是非常重大的责任。“公司认为让年轻人学会这一点非常重要，即使年轻人并不想成为程序员，他们也需要掌握一些编程能力，得知道编程所带来的可能性。”库克表示，苹果正推动学校增设编程教育，“当学生们获得编程的基本能力后，可以跟上快速创新的世界。如果他们没有这项（编程）基本能力，我会担心有些孩子跟不上这个快速创新的世界。”库克表示，编程技能和批判式思维是非常重要的，苹果开发了编程语言Swift，这个编程语言简单易用，对全球学校也是免费的，希望全世界的学校都能学习使用这个语言。目前，有3500万的孩子现在正在用它来学习编程。此外，苹果今日宣布对中国发展研究基金会的捐助增加至1亿元人民币，以为中国各地的教师和学生创造成长机会。此次苹果新增的5000万元人民币捐赠将资助为期三年的“智惠园丁”项目，着眼于中国欠发达地区的数字化教学，预计将影响超过12万名教师和200万余名学生。黄奇帆：中国的人口优势越来越转换为超大规模的市场优势据第一财经，在中国发展高层论坛2023年年会上，重庆市原市长黄奇帆表示，近十几年中国的人口优势越来越转换为超大规模的市场优势。在四十年前，我们一谈中国的人口红利、人口优势一般是讲无限供给的、低成本劳动力的比较优势。最近十几年，随着我们经济规模增大，工业和进出口贸易都成了世界第一，我们的人均GDP逐渐赶上并超越了世界平均值。超过平均值以后的人越多，GDP规模就越大，中国的人口红利逐渐越来越体现为规模优势。黄奇帆表示，当下要特别重视的是第四次工业革命所转化出来的核心产品。当下特别要重视的是第四次工业革命的核心技术转化出来的最终产品。每一个工业革命都会产生一批关键技术。现在到了第四次工业革命：人工智能时代。我们领跑、并跑，或者跟跑这三种状态可能都有。在这个过程中，我们最终的产业链集群的大产品如果有几种类型是中国造，那就是真正把握了产业链布局的主动权。施耐德CEO赵国华：电气化是实现去碳的唯一方法3月25日，施耐德电气董事长、首席执行官赵国华在“中国发展高层论坛2023”上表示，互联网改变了我们的生活，物联网将万物互联，数字化意味着将有更高层次的效率，而电气化是实现去碳的唯一方法，数字化与电气化的结合等于可持续化的未来。赵国华认为，GDP与能源使用紧密相连，想要发展就需要能源；如今正在重新改变能源结构，目前70%-80%的能源投资进入。赵国华表示，目前全球75%的来自能源，供应侧可以通过电气化、数字化提升能效和供给侧低碳化分布式来实现减碳，同时也需要在需求端进行减碳。如今已进入到电力4.0时代，万物互联，所有城市都在寻找可再生能源，而这也需要充分实现周围所有事物的数字化，将数据放在云端，将数据进行处理，通过数据孪生可以在世界任何地方、任何时间进行操作，能够实现安全性和韧性更高，效率更好。建行董事长田国立谈房地产在3月25日的活动现场，《每日经济新闻》记者向建行董事长田国立提问，应如何提高房地产对消费的促进作用？田国立回应记者：“实际上就是要把房地产改变一个方式，因为房地产永远被市场需要，只是过去的方式太单一，例如租售比，中国差不多有10%的人依靠租赁，如果未来的房地产租赁能够从10%提高至20%-30%，房产地市场就会有大的改变。”演讲中，田国立还提到，消费升级呼唤大租赁时代的来临，产业发展将更加专业化和集约化。随着住房消费的升级，中国房地产的交易形态发生了重大变化，大租赁时代呼唤更多的专业化、规范化、品质化的管理机构，通过深化社会分工，推动经济效率不断提升，同时也需要进一步的完善相关法律和政策，让租房和买房获得差不多的公共服务。另外，田国立还指出，房地产转型和租赁市场发展非常需要长期的资本金融。之前房地产开发主要依靠银行贷款，资产负债率高，聚集了较大的金融风险，现在有更多的通过盘活存量不动产升级改造后满足消费者的需求。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650934207,"gmtCreate":1678808954810,"gmtModify":1678808954810,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650934207","repostId":"1110288097","repostType":4,"repost":{"id":"1110288097","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1678780838,"share":"https://ttm.financial/m/news/1110288097?lang=en_US&edition=fundamental","pubTime":"2023-03-14 16:00","market":"us","language":"zh","title":"What's in store for CPI tonight as the Fed reports' sharp decline in inflation expectations'?","url":"https://stock-news.laohu8.com/highlight/detail?id=1110288097","media":"华尔街见闻","summary":"经济学家预计美国整体CPI仍将处于高位。","content":"<p><html><head></head><body>Economists expect the overall U.S. CPI to remain high. But at a time when the Silicon Valley Bank bankruptcy crisis has roiled the monetary policy outlook, some economists suspect the Fed won't even stick to rate hike at its next meeting. Americans' expectations for near-term inflation fell to nearly two-year lows. The Federal Reserve may recalibrate its rate hike path amid turmoil in the financial sector caused by the Silicon Valley banking crisis.</p><p>On Monday, Eastern Time, a consumer survey released by the New York Fed showed that American consumers' expectations for future inflation dropped sharply.</p><p>Specifically, in February, the median inflation expectation for the coming year fell by 0.8 percentage points to 4.2 percent,<b>The lowest level since May 2021</b>, compared to 5% in January. Inflation expectations for the next three years remained unchanged at 2.7%, with longer-term inflation expectations rising slightly: the median inflation expectations for the next five years rose 0.1 percentage points sequentially to 2.6%.</p><p><img src=\"https://static.tigerbbs.com/517481044bfb4335ec8256d3a1da062d\" tg-width=\"640\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>Consumers expect the price increase of many daily necessities and services to slow down significantly. Gasoline prices are expected to rise by 4.7% in the coming year, down 0.4 percentage points from the previous month; Food price growth will continue to slow, with an expected increase of 7.3%, down 1.7 percentage points from the previous month; Health services inflation is expected to continue to boost core CPI to a high level, while housing inflation will slow down significantly.</p><p>Price expectations for many key components of inflation are expected to weaken, the survey report found. Public perception of the job market has been more optimistic, and perception of household finances has improved.</p><p>These interest rate expectations could change again when the Labor Department releases February CPI inflation data on Tuesday morning EST. Economists expect,<b>The overall U.S. CPI will slow to 6% from a year-over-year gain of 6.4%, but the core CPI, which the Fed is watching closely, has only slowed from 5.6% to 5.5%, remaining high.</b></p><p><b>Fed Suspend rate hike Cycle?</b></p><p>The investigation comes as Silicon Valley Bank announced its collapse last week, the largest bank failure in the United States since 2008. The Federal Reserve, the Treasury Department and the Federal Deposit Insurance Corporation (FDIC) on Sunday laid out a plan to protect depositor funds at Silicon Valley Bank, which includes the launch of an emergency Funding facility called the Bank Term Funding Program, or BTFP.</p><p>Financial markets as a whole are on edge, and uncertainty surrounding the Fed's path to rate hike has surged.</p><p>Until the end of last week, it was expected that if the inflation report remained strong, the Fed could raise the rate hike for its March meeting from 25 basis points to 50 basis points,<b>But the Silicon Valley Bank bankruptcy crisis has disrupted the outlook for monetary policy. Not only have investors' rate hike expectations for the central bank cooled sharply, but now some economists doubt that the Fed will even stick to the rate hike 25 basis points.</b></p><p>Federal Reserve officials have recently pointed out that the apparent cooling trend of price pressure is actually a \"mirage\". Fed Chairman Powell also said at a congressional hearing last week that the Fed may need to step up its rate hike. However, financial stability concerns are also crucial to monetary policy deliberations and may prompt the Fed to reconsider the rate hike decision. The Fed is now in a dilemma.</p><p>Some analysts are currently opposed to rate hike. Kevin Cummins, chief U.S. economist at NatWest Markets, believes that in this context,<b>The CPI is certainly not as impactful on the market right now.</b></p><p>In fact, Cummins expects the Fed may not be rate hike this month, and he thinks the rate hike cycle is over:</p><p>I think that if the inflation data is stronger than expected, that is also a cliche.<b>From this perspective, if a crisis occurring in the financial markets poses downside risks to the economy, inflation overheating will be seen as old news. If the data is weak, it could make people more confident that the Fed will suspend rate hike.</b>Cummins expects the U.S. economy to plunge into recession in the second half of the year. He said the impact of Silicon Valley Bank's bankruptcy could accelerate the recession if banks reduce their lending activity. While slower economic growth may lower inflation.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What's in store for CPI tonight as the Fed reports' sharp decline in inflation expectations'?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's in store for CPI tonight as the Fed reports' sharp decline in inflation expectations'?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2023-03-14 16:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Economists expect the overall U.S. CPI to remain high. But at a time when the Silicon Valley Bank bankruptcy crisis has roiled the monetary policy outlook, some economists suspect the Fed won't even stick to rate hike at its next meeting. Americans' expectations for near-term inflation fell to nearly two-year lows. The Federal Reserve may recalibrate its rate hike path amid turmoil in the financial sector caused by the Silicon Valley banking crisis.</p><p>On Monday, Eastern Time, a consumer survey released by the New York Fed showed that American consumers' expectations for future inflation dropped sharply.</p><p>Specifically, in February, the median inflation expectation for the coming year fell by 0.8 percentage points to 4.2 percent,<b>The lowest level since May 2021</b>, compared to 5% in January. Inflation expectations for the next three years remained unchanged at 2.7%, with longer-term inflation expectations rising slightly: the median inflation expectations for the next five years rose 0.1 percentage points sequentially to 2.6%.</p><p><img src=\"https://static.tigerbbs.com/517481044bfb4335ec8256d3a1da062d\" tg-width=\"640\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>Consumers expect the price increase of many daily necessities and services to slow down significantly. Gasoline prices are expected to rise by 4.7% in the coming year, down 0.4 percentage points from the previous month; Food price growth will continue to slow, with an expected increase of 7.3%, down 1.7 percentage points from the previous month; Health services inflation is expected to continue to boost core CPI to a high level, while housing inflation will slow down significantly.</p><p>Price expectations for many key components of inflation are expected to weaken, the survey report found. Public perception of the job market has been more optimistic, and perception of household finances has improved.</p><p>These interest rate expectations could change again when the Labor Department releases February CPI inflation data on Tuesday morning EST. Economists expect,<b>The overall U.S. CPI will slow to 6% from a year-over-year gain of 6.4%, but the core CPI, which the Fed is watching closely, has only slowed from 5.6% to 5.5%, remaining high.</b></p><p><b>Fed Suspend rate hike Cycle?</b></p><p>The investigation comes as Silicon Valley Bank announced its collapse last week, the largest bank failure in the United States since 2008. The Federal Reserve, the Treasury Department and the Federal Deposit Insurance Corporation (FDIC) on Sunday laid out a plan to protect depositor funds at Silicon Valley Bank, which includes the launch of an emergency Funding facility called the Bank Term Funding Program, or BTFP.</p><p>Financial markets as a whole are on edge, and uncertainty surrounding the Fed's path to rate hike has surged.</p><p>Until the end of last week, it was expected that if the inflation report remained strong, the Fed could raise the rate hike for its March meeting from 25 basis points to 50 basis points,<b>But the Silicon Valley Bank bankruptcy crisis has disrupted the outlook for monetary policy. Not only have investors' rate hike expectations for the central bank cooled sharply, but now some economists doubt that the Fed will even stick to the rate hike 25 basis points.</b></p><p>Federal Reserve officials have recently pointed out that the apparent cooling trend of price pressure is actually a \"mirage\". Fed Chairman Powell also said at a congressional hearing last week that the Fed may need to step up its rate hike. However, financial stability concerns are also crucial to monetary policy deliberations and may prompt the Fed to reconsider the rate hike decision. The Fed is now in a dilemma.</p><p>Some analysts are currently opposed to rate hike. Kevin Cummins, chief U.S. economist at NatWest Markets, believes that in this context,<b>The CPI is certainly not as impactful on the market right now.</b></p><p>In fact, Cummins expects the Fed may not be rate hike this month, and he thinks the rate hike cycle is over:</p><p>I think that if the inflation data is stronger than expected, that is also a cliche.<b>From this perspective, if a crisis occurring in the financial markets poses downside risks to the economy, inflation overheating will be seen as old news. If the data is weak, it could make people more confident that the Fed will suspend rate hike.</b>Cummins expects the U.S. economy to plunge into recession in the second half of the year. He said the impact of Silicon Valley Bank's bankruptcy could accelerate the recession if banks reduce their lending activity. While slower economic growth may lower inflation.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110288097","content_text":"经济学家预计美国整体CPI仍将处于高位。但在硅谷银行破产危机扰乱了货币政策前景之际，一些经济学家怀疑美联储甚至不会在下次会议上坚持加息。美国人对近期通胀的预期降至近两年来的低点。在硅谷银行危机造成金融行业动荡之际，美联储可能重新调整加息路径。美东时间周一，纽约联储公布的消费者调查显示，美国消费者对未来的通胀预期大幅下降。具体来看，在2月份，未来一年的通胀预期中值下降了0.8个百分点至4.2%，为2021年5月以来的最低水平，而1月份这一预期为5%。未来三年的通胀预期维持在2.7%不变，长期通胀预期略有上升：未来五年的通胀预期中值环比上升了0.1个百分点至2.6%。消费者们预计许多日常用品和服务的价格上涨速度将显著放缓，预计未来一年汽油价格将上涨4.7%，环比下降0.4个百分点；食品价格增长将继续放缓，预计增长7.3%，环比下降1.7个百分点；医疗服务通胀预计将继续助推核心CPI居于高位，而住房通胀将显著放缓。调查报告发现，许多通胀关键组成部分的价格预期都将走软。公众对就业市场的看法更为乐观，对家庭财务状况的看法也有所改善。美东时间周二上午，美国劳工部将公布2月CPI通胀数据，届时这些利率预期可能再次发生变化。经济学家预计，美国整体CPI将从6.4%的同比涨幅放缓至6%，但美联储密切关注的核心CPI仅从5.6%放缓至5.5%，仍处于高位。美联储暂停加息周期？在这项调查出炉之际，美国硅谷银行上周宣布倒闭，是自2008年以来美国最大的银行倒闭事件。美联储、财政部和联邦存款保险公司（FDIC）周日制定了一项计划，以保护硅谷银行的储户资金，其中包括推出一项名为银行定期融资计划（Bank Term Funding Program, BTFP) 的紧急融资工具。整个金融市场上人心惶惶，围绕美联储加息路径的不确定性激增。直到上周末，人们原本预计如果此次通胀报告依然强劲，美联储可能将3月会议的加息幅度从25个基点提高至50个基点，但硅谷银行破产危机扰乱了货币政策的前景，不仅投资者对央行的加息预期急速降温，现在一些经济学家怀疑美联储甚至不会坚持加息25个基点。美联储官员近日指出，价格压力表面上的降温趋势实际上是一种“海市蜃楼”。美联储主席鲍威尔上周在国会听证会上也表示，美联储可能需要逐步加大加息力度。然而金融稳定的担忧对货币政策的审议也至关重要，可能会促使美联储重新考虑加息决定。美联储现在进退两难。一些分析师目前反对加息。NatWest Markets 首席美国经济学家 Kevin Cummins 认为，在这种背景下，CPI现在对市场的影响肯定没有那么大。事实上，Cummins 预期美联储本月可能不会加息，他认为加息周期已经结束：我认为，如果通胀数据比预期的更强劲，那也已经是老生常谈了。从这个角度来看，如果金融市场发生的危机给经济带来下行风险，通胀过热将被视为旧闻。如果数据疲软，可能会让人们更加相信美联储会暂停加息。Cummins 预计美国经济将在今年下半年陷入衰退。他表示，如果银行减少放贷活动，硅谷银行破产的影响可能会加速经济衰退。而经济增长放缓可能会降低通胀。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650934359,"gmtCreate":1678808851272,"gmtModify":1678808851272,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650934359","repostId":"1113377166","repostType":4,"repost":{"id":"1113377166","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1678797001,"share":"https://ttm.financial/m/news/1113377166?lang=en_US&edition=fundamental","pubTime":"2023-03-14 20:30","market":"us","language":"zh","title":"Pre-market | U.S. February CPI rose 6% year-on-year, and three major stock index futures rose together","url":"https://stock-news.laohu8.com/highlight/detail?id=1113377166","media":"老虎资讯综合","summary":"美联储将仍需要继续上调利率以应对通货膨胀。","content":"<p><html><head></head><body><b>U.S. CPI increased by 6% year-on-year in February, and the increase has declined for the eighth consecutive month, the lowest since September 2021. Expected: 6%, previous value: 6.4%.</b></p><p><b>February CPI month-over-month gain: 0.4%, a new low since December 2022. Expected: 0.40%, previous value: 0.50%.</b></p><p>Core CPI increased by 5.5% year-on-year in February, the increase declined for the sixth consecutive month and was a new low since December 2021. Expected: 5.5%, previous value: 5.6%.</p><p>February core CPI month-on-month increase: 0.5%, expected: 0.4%, previous value: 0.4%.</p><p><p style=\"text-align:center;\"><img src=\"https://static.tigerbbs.com/3bae64183d72aca90e6512bbe929061c\" tg-width=\"763\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p><b>Data interpretation:</b>The report comes amid financial market turmoil triggered by the collapse of two U.S. banks. While financial markets were still expecting a 25 basis point Fed rate hike on Tuesday, concerns about the spread of the banking crisis prompted some economists, including Goldman Sachs, to expect that the Fed will pause its fastest monetary policy tightening cycle since the 1980s next week, according to CME's \"Fed Watch\".</p><p>The housing index was the largest contributor to the monthly increase in the U.S. core CPI in February, accounting for more than 70% of the increase. This data shows how tough the Fed is in the wake of the bankruptcy of Silicon Valley Bank (SVB).<b>Swap traders now believe that the probability of a 25 basis point rate hike when the Fed meets this month is basically stable at around 84%.</b></p><p><b>After the release of CPI data, the futures of the three major U.S. stock indexes rose simultaneously. As of press time, the futures of the three major indexes all rose by more than 1%.</b></p><p><img src=\"https://static.tigerbbs.com/fb3e348ee269fdced5e33f1059b038f8\" tg-width=\"744\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>TAL fell by more than 6%, and TAL announced: After Xueersi's literacy training course went online, it has been carrying out enrollment work according to regulations, and there is no situation of \"Xueersi restarting large-scale offline enrollment\".</p><p><img src=\"https://static.tigerbbs.com/d045c2e848163b5064bb34748095613c\" tg-width=\"449\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba rose by 0.16%, and Hangzhou Municipal Market Supervision Bureau signed a cooperation agreement with Alibaba Group to comprehensively deepen the healthy and high-quality development of platform economy.</p><p>JD.COM rose 0.12%, Pinduoduo rose 0.36%, Bilibili fell 0.66% and iQiyi rose 1.53%.</p><p>New car-making forces were mixed, with Nio rising 0.12%, Li Auto falling 1.39% and XPeng Automobile falling 1.81%.</p><p><b>Important U.S. Stock Premarket Moves</b></p><p><b>Regional bank stocks, which plunged yesterday, rebounded, with First Republic Bank up about 60%, PacWest Bancorp up 42% and Aleans Western Bank up 33% as of press time.</b>The Federal Deposit Insurance Corp. (FDIC) said: Although none of the big US banks bid for Silicon Valley Bank in Sunday's auction, at least one institution made a takeover offer that was rejected by the FDIC, and it is unclear what the timetable will be for the second auction.</p><p><img src=\"https://static.tigerbbs.com/2ea7212244f2862357432b14917ef06a\" tg-width=\"449\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Large bank stocks rose broadly, with Goldman Sachs up 3%, JPMorgan Chase up 2.86%, Morgan Stanley up 4.52%, Citigroup up 5%, Wells Fargo up 5.57% and Bank of America up 6.21%. It is reported that after the collapse of Silicon Valley Bank and other three companies, in recent days, leading American banks such as JPMorgan Chase have absorbed billions of dollars in deposits, and Citi and Wells Fargo have absorbed higher deposits than usual; It is reported that large financial institutions such as Xiaomo and Citigroup are trying to meet the demand of customers to transfer deposits quickly.</p><p>Credit Suisse turned from decline to rise, and Credit Suisse said it identified \"significant deficiencies\" in its reporting process for fiscal years 2022 and 2021 and is taking remedial measures.</p><p>Cvent, a private software-as-a-service (SaaS) company, has resumed trading and has risen by more than 12% before the market. Blackstone Group will acquire Cvent in cash at a price of $8.5/share.</p><p><img src=\"https://static.tigerbbs.com/37387e4657e0632268173a3c55caeb1b\" tg-width=\"449\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>LYFT and Uber rose more than 7%. A California court has ruled that LYFT and Uber have the right to treat drivers as independent contractors, which means that LYFT and Uber do not have to provide drivers with the various benefits of employees, thus avoiding increased costs.</p><p>Faraday Future rose 2.5% as the company confirmed that it had obtained a dealer license from California for its U.S. business.</p><p>United Continental Airlines fell nearly 3%, its preliminary results in the first quarter were worse than market expectations, and its loss was expected to be higher than expected.</p><p>BuzzFeed Inc fell more than 6% and its first-quarter guidance was far worse than expected.</p><p>Gitlab plunged 32%, Q4 FY23 revenue of $123 million, up 58% year-over-year; Net loss narrowed to $39 million; FY 2024 revenue is expected to be $529 to $533 million, missing analysts' estimates of $586.4 million.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market | U.S. February CPI rose 6% year-on-year, and three major stock index futures rose together</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market | U.S. February CPI rose 6% year-on-year, and three major stock index futures rose together\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-03-14 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>U.S. CPI increased by 6% year-on-year in February, and the increase has declined for the eighth consecutive month, the lowest since September 2021. Expected: 6%, previous value: 6.4%.</b></p><p><b>February CPI month-over-month gain: 0.4%, a new low since December 2022. Expected: 0.40%, previous value: 0.50%.</b></p><p>Core CPI increased by 5.5% year-on-year in February, the increase declined for the sixth consecutive month and was a new low since December 2021. Expected: 5.5%, previous value: 5.6%.</p><p>February core CPI month-on-month increase: 0.5%, expected: 0.4%, previous value: 0.4%.</p><p><p style=\"text-align:center;\"><img src=\"https://static.tigerbbs.com/3bae64183d72aca90e6512bbe929061c\" tg-width=\"763\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p><b>Data interpretation:</b>The report comes amid financial market turmoil triggered by the collapse of two U.S. banks. While financial markets were still expecting a 25 basis point Fed rate hike on Tuesday, concerns about the spread of the banking crisis prompted some economists, including Goldman Sachs, to expect that the Fed will pause its fastest monetary policy tightening cycle since the 1980s next week, according to CME's \"Fed Watch\".</p><p>The housing index was the largest contributor to the monthly increase in the U.S. core CPI in February, accounting for more than 70% of the increase. This data shows how tough the Fed is in the wake of the bankruptcy of Silicon Valley Bank (SVB).<b>Swap traders now believe that the probability of a 25 basis point rate hike when the Fed meets this month is basically stable at around 84%.</b></p><p><b>After the release of CPI data, the futures of the three major U.S. stock indexes rose simultaneously. As of press time, the futures of the three major indexes all rose by more than 1%.</b></p><p><img src=\"https://static.tigerbbs.com/fb3e348ee269fdced5e33f1059b038f8\" tg-width=\"744\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>TAL fell by more than 6%, and TAL announced: After Xueersi's literacy training course went online, it has been carrying out enrollment work according to regulations, and there is no situation of \"Xueersi restarting large-scale offline enrollment\".</p><p><img src=\"https://static.tigerbbs.com/d045c2e848163b5064bb34748095613c\" tg-width=\"449\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba rose by 0.16%, and Hangzhou Municipal Market Supervision Bureau signed a cooperation agreement with Alibaba Group to comprehensively deepen the healthy and high-quality development of platform economy.</p><p>JD.COM rose 0.12%, Pinduoduo rose 0.36%, Bilibili fell 0.66% and iQiyi rose 1.53%.</p><p>New car-making forces were mixed, with Nio rising 0.12%, Li Auto falling 1.39% and XPeng Automobile falling 1.81%.</p><p><b>Important U.S. Stock Premarket Moves</b></p><p><b>Regional bank stocks, which plunged yesterday, rebounded, with First Republic Bank up about 60%, PacWest Bancorp up 42% and Aleans Western Bank up 33% as of press time.</b>The Federal Deposit Insurance Corp. (FDIC) said: Although none of the big US banks bid for Silicon Valley Bank in Sunday's auction, at least one institution made a takeover offer that was rejected by the FDIC, and it is unclear what the timetable will be for the second auction.</p><p><img src=\"https://static.tigerbbs.com/2ea7212244f2862357432b14917ef06a\" tg-width=\"449\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Large bank stocks rose broadly, with Goldman Sachs up 3%, JPMorgan Chase up 2.86%, Morgan Stanley up 4.52%, Citigroup up 5%, Wells Fargo up 5.57% and Bank of America up 6.21%. It is reported that after the collapse of Silicon Valley Bank and other three companies, in recent days, leading American banks such as JPMorgan Chase have absorbed billions of dollars in deposits, and Citi and Wells Fargo have absorbed higher deposits than usual; It is reported that large financial institutions such as Xiaomo and Citigroup are trying to meet the demand of customers to transfer deposits quickly.</p><p>Credit Suisse turned from decline to rise, and Credit Suisse said it identified \"significant deficiencies\" in its reporting process for fiscal years 2022 and 2021 and is taking remedial measures.</p><p>Cvent, a private software-as-a-service (SaaS) company, has resumed trading and has risen by more than 12% before the market. Blackstone Group will acquire Cvent in cash at a price of $8.5/share.</p><p><img src=\"https://static.tigerbbs.com/37387e4657e0632268173a3c55caeb1b\" tg-width=\"449\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>LYFT and Uber rose more than 7%. A California court has ruled that LYFT and Uber have the right to treat drivers as independent contractors, which means that LYFT and Uber do not have to provide drivers with the various benefits of employees, thus avoiding increased costs.</p><p>Faraday Future rose 2.5% as the company confirmed that it had obtained a dealer license from California for its U.S. business.</p><p>United Continental Airlines fell nearly 3%, its preliminary results in the first quarter were worse than market expectations, and its loss was expected to be higher than expected.</p><p>BuzzFeed Inc fell more than 6% and its first-quarter guidance was far worse than expected.</p><p>Gitlab plunged 32%, Q4 FY23 revenue of $123 million, up 58% year-over-year; Net loss narrowed to $39 million; FY 2024 revenue is expected to be $529 to $533 million, missing analysts' estimates of $586.4 million.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113377166","content_text":"美国2月CPI同比涨幅：6%，涨幅已连续第八个月下降，为2021年9月以来新低。预期：6%，前值：6.4%。2月CPI环比涨幅：0.4%，为2022年12月以来新低。预期：0.40%，前值：0.50%。2月核心CPI同比涨幅：5.5% ，涨幅连续第六个月下降，为2021年12月来新低。 预期：5.5% ， 前值：5.6%。2月核心CPI环比涨幅：0.5% ， 预期：0.4% ， 前值：0.4%。数据解读：这份报告发布之际，正值美国两家银行倒闭引发金融市场动荡。CME“美联储观察”显示，尽管金融市场周二仍预期美联储加息25个基点，但对银行业危机蔓延的担忧促使包括高盛在内的一些经济学家预计，美联储下周将暂停自上世纪80年代以来最快的货币政策紧缩周期。住房指数是美国2月核心CPI月率涨幅的最大贡献者，占涨幅的70%以上。这一数据表明，在硅谷银行（SVB）破产后，美联储的处境有多么艰难。掉期交易员目前认为，美联储在本月开会时加息25个基点的概率基本稳定在84%左右。CPI数据公布后，美股三大股指期货同步上涨，截至发稿，三大指数期货涨幅均超1%。中概股盘前走势好未来跌超6%，好未来公告：学而思旗下素养类培训课程上线后，一直按规定开展招生工作，并不存在“学而思重启大规模线下招生”的情况。阿里巴巴涨0.16%，杭州市市场监管局与阿里巴巴集团签订全面深化平台经济健康高质量发展合作协议。京东涨0.12%，拼多多涨0.36%，哔哩哔哩跌0.66%，爱奇艺涨1.53%。造车新势力涨跌不一，蔚来涨0.12%，理想汽车跌1.39%，小鹏汽车跌1.81%。重要美股盘前走势昨日暴跌的区域银行股反弹，截至发稿，第一共和银行涨幅约60%，PacWest Bancorp涨42%，阿莱恩斯西部银行涨33%。美国联邦存款保险公司(FDIC)表示：尽管在周日标售中，没有一家美国大型银行竞购硅谷银行，但至少有一家机构提出了收购要约，但被FDIC拒绝了，目前尚不清楚第二次拍卖的时间表。大型银行股普涨，高盛涨3%，摩根大通涨2.86%，摩根士丹利涨4.52%，花旗涨5%，富国银行涨5.57%，美国银行涨6.21%。据悉硅谷银行等三家倒闭后，最近几天，美国头部银行如摩根大通吸收了数十亿美元存款，花旗和富国银行吸收的存款也比平时更高；报道称小摩、花旗等大型金融机构正试图满足客户快速转移存款的需求。瑞士信贷由跌转涨，瑞信表示于2022年和2021财年的报告程序中发现「重大缺陷」，正在采取补救措施。私营软件即服务(SaaS)公司Cvent恢复交易，盘前现涨超12%，黑石集团将以8.5美元/股的价格现金收购Cvent。LYFT、优步涨超7%。加州法院裁决，LYFT和优步有权将司机视为独立承包商，这意味着LYFT和优步不用向司机提供雇员的各种待遇，从而可避免成本增加。法拉第未来涨2.5%，公司确认已从加利福尼亚州获得美国业务的经销商许可证。联合大陆航空跌近3%，第一季度初步业绩逊于市场预期，亏损幅度料高于预期。BuzzFeed Inc跌超6%，第一季度指引远逊预期。Gitlab大跌32%，2023财年Q4营收1.23亿美元，同比增长58%；净亏损收窄至3900万美元；预计2024财年营收为5.29至5.33亿美元，不及分析师预计的5.864亿美元。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650935792,"gmtCreate":1678808766718,"gmtModify":1678808766718,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650935792","repostId":"1156607844","repostType":4,"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650935449,"gmtCreate":1678808744883,"gmtModify":1678808744883,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650935449","repostId":"1159264511","repostType":4,"repost":{"id":"1159264511","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1678802044,"share":"https://ttm.financial/m/news/1159264511?lang=en_US&edition=fundamental","pubTime":"2023-03-14 21:54","market":"us","language":"zh","title":"Nasdaq rose, star technology stocks rose, Meta rose more than 5%, Tesla rose more than 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159264511","media":"老虎资讯综合","summary":"周二，纳指冲高，盘中涨约2%。明星科技股普遍走高，截至发稿，Meta涨超5%，特斯拉、英伟达均涨超3%，谷歌涨2.6%，苹果涨超1%。","content":"<p><html><head></head><body>On Tuesday, the Nasdaq shot higher, rising about 2% in the session. Star technology stocks are generally higher. As of press time, Meta rose by more than 5%, Tesla and Nvidia both rose by more than 3%, Google rose by 2.6%, and Apple rose by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/568c153543c5b77146fe83a6f71eb5a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq rose, star technology stocks rose, Meta rose more than 5%, Tesla rose more than 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq rose, star technology stocks rose, Meta rose more than 5%, Tesla rose more than 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-03-14 21:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, the Nasdaq shot higher, rising about 2% in the session. Star technology stocks are generally higher. As of press time, Meta rose by more than 5%, Tesla and Nvidia both rose by more than 3%, Google rose by 2.6%, and Apple rose by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/568c153543c5b77146fe83a6f71eb5a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8d7665b640c6daf26b451cc5367e24e1","relate_stocks":{"META":"Meta Platforms, Inc.","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159264511","content_text":"周二，纳指冲高，盘中涨约2%。明星科技股普遍走高，截至发稿，Meta涨超5%，特斯拉、英伟达均涨超3%，谷歌涨2.6%，苹果涨超1%。","news_type":1,"symbols_score_info":{"TSLA":0.9,"META":0.9}},"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":652271253,"gmtCreate":1684728766174,"gmtModify":1684728766174,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"So&nbsp;","listText":"So&nbsp;","text":"So","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652271253","repostId":"2337694021","repostType":2,"repost":{"id":"2337694021","kind":"highlight","pubTimestamp":1684720044,"share":"https://ttm.financial/m/news/2337694021?lang=en_US&edition=fundamental","pubTime":"2023-05-22 09:47","market":"us","language":"zh","title":"The U.S. banking industry is still \"bleeding\"! Yellen's words raise panic again","url":"https://stock-news.laohu8.com/highlight/detail?id=2337694021","media":"金十数据","summary":"美联储的最新数据显示，美国商业银行存款三周连降，这次大型银行“失血”最严重！分析师警告，耶伦的呼吁可能为下一次更大的危机埋下种子.......美联储上周五公布的最新H8报告显示，上周所有美国商业银行的","content":"<p><html><head></head><body>The latest data of the Federal Reserve shows that the deposits of commercial banks in the United States have dropped for three consecutive weeks, and this time, large banks have the worst \"blood loss\"! Analysts warn that Yellen's call could plant the seeds for the next bigger crisis... The latest H8 report from the Federal Reserve last Friday showed that,<strong>Deposits at all U.S. commercial banks fell last week, while overall credit provided by banks also fell slightly.</strong></p><p>Seasonally adjusted commercial bank deposits fell $26.4 billion to $17.1 trillion in the week ended May 10,<strong>Third consecutive week of decline, the lowest level in nearly two years</strong>。 This is largely due to the loss of deposits at large banks, while deposits at smaller banks have remained virtually unchanged. Total non-seasonally adjusted deposits slipped $57 billion, up $66.5 billion the previous week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95034b49c13057a8544a8996602e409e\" title=\"\" tg-width=\"938\" tg-height=\"572\"/></p><p><strong>Large banks</strong>Deposits decreased by $21.6 billion, accounting for the most recent week's total bank deposit outflows.<strong>Maximum share</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50815dd1695b5445e4937e88cc13d063\" title=\"\" tg-width=\"1280\" tg-height=\"610\"/></p><p>Jim Bianco, president and macro strategist at Bianco Research, points to a worrying message in these numbers, namely<strong>'Large time deposits' saw their first outflow since October last year</strong>Which is not a good sign. Jim wrote:</p><p>\"Large time deposits are an important battleground for banks to compete with money market funds, and now even this area has been reversed. Although it has only been a week, it is really surprising.\" The financial blog Zero Hedge noted that in the past five weeks, the unseasonally adjusted outflow of bank deposits reached $379 billion, compared with the seasonally adjusted figure of only $171 billion. This is exactly why<strong>Fed claims more than $200 billion in tax-related deposits are still expected to return to banks</strong>The reason for.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74553a292f431a49b7835c62bdfad37d\" title=\"\" tg-width=\"938\" tg-height=\"594\"/></p><p>Meanwhile, as securities holdings declined,<strong>Credit provided by banks edged down to $17.32 trillion from $17.37 trillion a week ago.</strong></p><p>In terms of loan types, seasonally adjusted residential real estate loans decreased by $2.6 billion in the week ended May 10, while commercial real estate loans rose slightly. Consumer lending also increased from the previous week, while commercial and industrial lending decreased by $3.5 billion.</p><p>If divided by the size of the bank,<strong>Large bank loans decreased by $6.159 billion</strong>, while small bank lending actually increased by $6.85 billion (despite significant deposit outflows).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64b8c28ef7db8cffd7b13f27bb2334d1\" title=\"\" tg-width=\"938\" tg-height=\"595\"/></p><p>The ongoing deposit outflow suggests that depositors' confidence in banks has not been fully repaired. At present, the banking industry is still struggling to escape the turmoil caused by the sudden collapse of Silicon Valley Bank.</p><p>On Friday, CNN quoted two people familiar with the matter as saying that during a meeting with the chief executives of large banks the previous day, U.S. Treasury Secretary Yellen told executives,<strong>More bank mergers may be needed as the industry continues to weather the crisis.</strong></p><p>This is not the first time Yellen has made similar remarks. Earlier this week, she said in an interview in Japan that pressure on U.S. local bank earnings could lead to more concentration in the sector and that regulators could be open to such mergers.</p><p>Yellen's comments provide further evidence,<strong>Suggests that the Biden administration is starting to take an interest in the idea of bank mergers</strong>。 Progressives have long expressed concern and the government itself is scrutinizing corporate concentration, but the worst banking crisis since 2008 has forced US regulators to rethink.</p><p>A spokesman for the Treasury Department declined to comment on the meeting, except for a statement after the meeting reaffirming the strength and soundness of the U.S. banking system.</p><p>Co-founder of Better Markets, a financial reform advocacy group<a href=\"https://laohu8.com/S/DENN\">Dennis</a>· Dennis Kelleher expressed concern about more bank mergers. He said:</p><p>\"Bank mergers that worsen the 'too big to fail' problem should not be allowed. This will only<strong>To plant the seeds for the next crisis,</strong>And the next crisis could be worse. \" U.S. regional bank stocks resumed losses after Yellen's remarks about a \"bank merger\" were brought to light last Friday, with the KBW Regional Banks Index falling 2.8%,<a href=\"https://laohu8.com/S/PACW\">Westpac U.S. Bank</a>Zion Bank,<a href=\"https://laohu8.com/S/WAL\">Aleans Western Bank</a>、<a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>And<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>The share price dropped by 1.8%-4%.</p><p>Raymond James analyst Mills said investors have shunned regional banking due to concerns about possible new regulations, soaring deposit costs and heavy shareholder losses following the recent collapse of several banks. He said:</p><p>\"Nobody wants to be a hero. With little warning, some banks have gone from being the most talked about in the industry to disappearing altogether. That has rather panicked investors.\"</body></html></p>","source":"xnew_highlight","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 U.S. banking industry is still \"bleeding\"! Yellen's words raise panic again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. banking industry is still \"bleeding\"! Yellen's words raise panic again\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-05-22 09:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The latest data of the Federal Reserve shows that the deposits of commercial banks in the United States have dropped for three consecutive weeks, and this time, large banks have the worst \"blood loss\"! Analysts warn that Yellen's call could plant the seeds for the next bigger crisis... The latest H8 report from the Federal Reserve last Friday showed that,<strong>Deposits at all U.S. commercial banks fell last week, while overall credit provided by banks also fell slightly.</strong></p><p>Seasonally adjusted commercial bank deposits fell $26.4 billion to $17.1 trillion in the week ended May 10,<strong>Third consecutive week of decline, the lowest level in nearly two years</strong>。 This is largely due to the loss of deposits at large banks, while deposits at smaller banks have remained virtually unchanged. Total non-seasonally adjusted deposits slipped $57 billion, up $66.5 billion the previous week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95034b49c13057a8544a8996602e409e\" title=\"\" tg-width=\"938\" tg-height=\"572\"/></p><p><strong>Large banks</strong>Deposits decreased by $21.6 billion, accounting for the most recent week's total bank deposit outflows.<strong>Maximum share</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50815dd1695b5445e4937e88cc13d063\" title=\"\" tg-width=\"1280\" tg-height=\"610\"/></p><p>Jim Bianco, president and macro strategist at Bianco Research, points to a worrying message in these numbers, namely<strong>'Large time deposits' saw their first outflow since October last year</strong>Which is not a good sign. Jim wrote:</p><p>\"Large time deposits are an important battleground for banks to compete with money market funds, and now even this area has been reversed. Although it has only been a week, it is really surprising.\" The financial blog Zero Hedge noted that in the past five weeks, the unseasonally adjusted outflow of bank deposits reached $379 billion, compared with the seasonally adjusted figure of only $171 billion. This is exactly why<strong>Fed claims more than $200 billion in tax-related deposits are still expected to return to banks</strong>The reason for.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74553a292f431a49b7835c62bdfad37d\" title=\"\" tg-width=\"938\" tg-height=\"594\"/></p><p>Meanwhile, as securities holdings declined,<strong>Credit provided by banks edged down to $17.32 trillion from $17.37 trillion a week ago.</strong></p><p>In terms of loan types, seasonally adjusted residential real estate loans decreased by $2.6 billion in the week ended May 10, while commercial real estate loans rose slightly. Consumer lending also increased from the previous week, while commercial and industrial lending decreased by $3.5 billion.</p><p>If divided by the size of the bank,<strong>Large bank loans decreased by $6.159 billion</strong>, while small bank lending actually increased by $6.85 billion (despite significant deposit outflows).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64b8c28ef7db8cffd7b13f27bb2334d1\" title=\"\" tg-width=\"938\" tg-height=\"595\"/></p><p>The ongoing deposit outflow suggests that depositors' confidence in banks has not been fully repaired. At present, the banking industry is still struggling to escape the turmoil caused by the sudden collapse of Silicon Valley Bank.</p><p>On Friday, CNN quoted two people familiar with the matter as saying that during a meeting with the chief executives of large banks the previous day, U.S. Treasury Secretary Yellen told executives,<strong>More bank mergers may be needed as the industry continues to weather the crisis.</strong></p><p>This is not the first time Yellen has made similar remarks. Earlier this week, she said in an interview in Japan that pressure on U.S. local bank earnings could lead to more concentration in the sector and that regulators could be open to such mergers.</p><p>Yellen's comments provide further evidence,<strong>Suggests that the Biden administration is starting to take an interest in the idea of bank mergers</strong>。 Progressives have long expressed concern and the government itself is scrutinizing corporate concentration, but the worst banking crisis since 2008 has forced US regulators to rethink.</p><p>A spokesman for the Treasury Department declined to comment on the meeting, except for a statement after the meeting reaffirming the strength and soundness of the U.S. banking system.</p><p>Co-founder of Better Markets, a financial reform advocacy group<a href=\"https://laohu8.com/S/DENN\">Dennis</a>· Dennis Kelleher expressed concern about more bank mergers. He said:</p><p>\"Bank mergers that worsen the 'too big to fail' problem should not be allowed. This will only<strong>To plant the seeds for the next crisis,</strong>And the next crisis could be worse. \" U.S. regional bank stocks resumed losses after Yellen's remarks about a \"bank merger\" were brought to light last Friday, with the KBW Regional Banks Index falling 2.8%,<a href=\"https://laohu8.com/S/PACW\">Westpac U.S. Bank</a>Zion Bank,<a href=\"https://laohu8.com/S/WAL\">Aleans Western Bank</a>、<a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>And<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>The share price dropped by 1.8%-4%.</p><p>Raymond James analyst Mills said investors have shunned regional banking due to concerns about possible new regulations, soaring deposit costs and heavy shareholder losses following the recent collapse of several banks. He said:</p><p>\"Nobody wants to be a hero. With little warning, some banks have gone from being the most talked about in the industry to disappearing altogether. That has rather panicked investors.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=113126&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/068b26b28a08ad8758bd60229e5bb305","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=113126&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337694021","content_text":"美联储的最新数据显示，美国商业银行存款三周连降，这次大型银行“失血”最严重！分析师警告，耶伦的呼吁可能为下一次更大的危机埋下种子.......美联储上周五公布的最新H8报告显示，上周所有美国商业银行的存款均下滑，同时银行提供的整体信贷也小幅下降。截至5月10日当周，经季节性因素调整后的商业银行存款减少264亿美元至17.1万亿美元，为连续第三周下降，创近两年来最低水平。这主要是因为大型银行的存款流失，而小型银行的存款几乎没有变化。未经季节性调整后的存款总额下滑570亿美元，前一周增加665亿美元。大型银行的存款减少216亿美元，占最近一周银行存款总流出的最大份额。Bianco Research总裁兼宏观策略分析师Jim Bianco在这些数据中指出了一个令人担忧的信息，即“大额定期存款”出现了自去年10月以来的首次流出，这不是一个好兆头。Jim写道：“大额定期存款是银行与货币市场基金竞争的重要战场，而现在连这个领域都发生了逆转。虽然只有一个星期，但是确实令人惊讶。”金融博客零对冲则注意到，过去五周，未经季节性因素调整后的银行存款流出额达到3790亿美元，经季节性因素调整后的数字仅为1710亿美元。这正是为什么美联储声称仍有超过2000亿美元的与纳税有关的存款有望回流银行的原因。与此同时，由于证券持有量下降，银行提供的信贷从一周前的17.37万亿美元小幅降至17.32万亿美元。从贷款类型来看，截至5月10日当周，按经季节调整后的住宅房地产贷款减少26亿美元，而商业地产贷款小幅上升。消费者贷款也较前一周有所增加，而商业和工业贷款减少35亿美元。如果按银行规模来划分，大型银行贷款减少了61.59亿美元，而小型银行贷款实际上增加了68.5亿美元（尽管大量存款外流）。持续的存款外流表明储户对银行的信心尚未完全修复。当前，银行业仍在努力摆脱硅谷银行突然倒闭引发的动荡。上周五，CNN援引两位知情人士的话说，在此前一天与大型银行首席执行官的会议上，美国财政部长耶伦告诉高管们，随着该行业继续渡过危机，可能需要更多的银行合并。这不是耶伦首次发表类似言论。本周早些时候，她在日本接受采访时就表示，美国地方银行盈利的压力可能导致该行业更加集中，监管机构可能会对此类合并持开放态度。耶伦的评论提供了进一步的证据，表明拜登政府开始对银行合并的想法产生兴趣。进步派人士向来对此表示担忧，且政府自身也在审查企业集中度，但这场自2008年以来最严重的银行业危机已经迫使美国监管机构重新思考。财政部发言人拒绝就这次会面发表评论，只是会后发表声明重申美国银行体系的实力和稳健性。金融改革倡导组织Better Markets的联合创始人丹尼斯·凯莱赫（Dennis Kelleher）表达了对更多银行合并的担忧。他说：“不应该允许导致‘大而不能倒’问题恶化的银行合并。这只会为下一次危机埋下种子，而下一次危机可能会更糟。”上周五耶伦关于“银行合并”的言论被曝光后，美国区域银行股票恢复下跌，KBW区域银行指数下跌2.8%，西太平洋合众银行、齐昂银行、阿莱恩斯西部银行、KeyCorp和联信银行的股价跌幅达到1.8%-4%。Raymond James分析师米尔斯表示，由于担心可能出台的新监管规定、存款成本飙升，以及最近几家银行倒闭后股东损失惨重，投资者对地区银行业避而远之。他说：“没有人想成为英雄。在几乎没有任何警告的情况下，一些银行从业内最受关注的银行到完全消失。这让投资者相当恐慌。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":652835468,"gmtCreate":1684409439055,"gmtModify":1684409439055,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"🕶️","listText":"🕶️","text":"🕶️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652835468","repostId":"1133481724","repostType":2,"repost":{"id":"1133481724","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1684407953,"share":"https://ttm.financial/m/news/1133481724?lang=en_US&edition=fundamental","pubTime":"2023-05-18 19:05","market":"hk","language":"zh","title":"Zhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1133481724","media":"老虎资讯综合","summary":"摘要：阿里巴巴第四财季净利润超预期！张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！5月18日，阿里巴巴盘前发布财报：第四财季营收2,082.0亿元人民币，预估2,091.9亿元人民币；","content":"<p><html><head></head><body><strong>Summary: Alibaba's fiscal fourth quarter net profit exceeded expectations!<a href=\"https://laohu8.com/NW/1147366126\" title=\"张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！\" target=\"_blank\" class=\"\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time!</a></strong>May 18,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Released earnings before the market: revenue of fiscal fourth quarter was RMB 208.20 billion, compared with the estimated RMB 209.19 billion; Adjusted earnings per ADS of RMB10.71; Adjusted EBITDA was RMB32.12 billion, representing a year-on-year increase of 37%; Adjusted net profit was RMB27.375 billion, representing a year-on-year increase of 38%; Cloud business revenue was RMB18.58 billion, compared with an estimated RMB20.19 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d0fded1e32bc451c29bdf50ded611d2\" title=\"\" tg-width=\"1145\" tg-height=\"741\"/></p><p>The revenue of the commercial segment in China was RMB136.07 billion, -3% year-on-year, and the estimate was RMB142.24 billion; The revenue of the international business segment was RMB18.54 billion, +29% year-on-year, and the estimated revenue was RMB16.94 billion.</p><p><p style=\"text-align: justify;\">The revenue of the local lifestyle services segment was RMB12.55 billion, +20% year-on-year, and the estimated revenue was RMB12.05 billion; Cainiao's revenue was RMB13.62 billion, +18% year-on-year, and it was estimated to be RMB14.02 billion.</p><p><p style=\"text-align: justify;\">Digital media and entertainment revenue was RMB8.27 billion, +3.3% year-on-year, and estimated to be RMB7.96 billion; Revenue from innovative businesses and others was RMB563 million, +47% year-on-year, and estimated to be RMB519.5 million.</p><p><p style=\"text-align: justify;\">Cloud business revenue was RMB18.58 billion, -2.1% year-on-year, and estimated to be RMB20.19 billion; Adjusted earnings per ADS amounted to RMB10.71, compared to RMB7.95 in the same period last year and an estimated RMB9.45.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb356f78c7e4785cd30e59455a4037b1\" title=\"\" tg-width=\"1059\" tg-height=\"775\"/></p><p>In addition, Alibaba continued to execute its share repurchase program this quarter. Approximately 21.5 million ADSs (equivalent to approximately 172.4 million shares of common stock) were repurchased for approximately $1.9 billion for the quarter ended March 31. As of March 31, 2023, Alibaba had approximately 20.5 billion shares of common stock outstanding (equivalent to approximately 2.6 billion ADSs). Under the current authorization, there is approximately $19.4 billion in repurchase lines valid until March 2025.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f014f1192f7f9eb138bd001069e66\" title=\"\" tg-width=\"1026\" tg-height=\"193\"/></p><p><p style=\"text-align: justify;\">The synergy between different businesses of Alibaba is remarkable, which also contributes new growth points to the company. According to the financial report, in March quarter, the growth rates of international business, rookie and local life service income were 29%, 18% and 17% respectively; Even in fiscal 2023, under the complex and changeable market situation and many uncertainties, the three businesses achieved revenue growth rates of 13%, 21% and 12% year-on-year, gradually becoming the new engine of Alibaba's steady growth.</p><p><h2 style=\"text-align: start;\">International Retail Quarterly Revenue Surges 41%</h2><p style=\"text-align: justify;\">Overseas e-commerce business continued to maintain strong momentum. During the quarter, international retail commercial orders including Lazada, AliExpress, Trendyol and Daraz increased 15% year-over-year overall and revenue increased 41% year-over-year.</p><p><p style=\"text-align: justify;\">Lazada achieved double-digit year-over-year order growth in the Southeast Asian market by optimizing the buyer experience and continues to expand its buyer base; Trendyol resumed business from March, as well as strong new business order growth, with quarterly order growth remaining resilient year-over-year.</p><p><p style=\"text-align: justify;\">This quarter, AliExpress launched Choice, a new service for consumers worldwide. Consumers in selected countries can enjoy services such as free shipping, free returns and delivery quality assurance when placing orders at Choice. Since its launch, Choice's daily order volume has grown rapidly, driving AliExpress to double-digit quarterly order growth.</p><p><p style=\"text-align: justify;\">According to statistics, since March, the order volume of AliExpress has increased rapidly, with a year-on-year increase of more than 50%. At the same time, at present, in South Korea, Spain and other countries that have opened Choice service, the download volume of AliExpress has soared to the top 3. The rapid growth of orders also puts forward higher requirements for warehouse and logistics capabilities. In May, AliExpress and Rookie announced that five new cross-border warehouses would be opened within one month, and the total area of preferred warehouses would be increased by tens of thousands of square meters, providing more warehouse space for merchants.</p><p><h2 style=\"text-align: start;\">Rookie Quarterly Revenue Up 18%</h2><p style=\"text-align: justify;\">Cainiao adhered to long-term investment and construction, and continuously improved its core capability of serving customers, providing strong impetus for performance growth. In the quarter, after offsetting the impact of cross-segment transactions, Cainiao's revenue increased 18% year-on-year to RMB13,619 million. Cainiao has made significant progress in building key logistics capabilities that affect the experience, such as international end-to-end fulfillment network and domestic door-to-door delivery.</p><p><p style=\"text-align: justify;\">In March this year, Cainiao became the first global logistics partner of the United Nations World Food Programme (WFP) in China. Through this partnership, Cainiao will help WFP shorten the delivery time of critical supplies during global emergencies. In Cainiao Yizhan, the number of door-to-door parcels delivered in China increased by 85% year-on-year, and a new service standard of \"1-minute quick pick-up and self-service pick-up before 24 o'clock\" was put forward.</p><p><p style=\"text-align: justify;\">In fiscal 2023, after offsetting the impact of cross-segment transactions, the cloud business recorded revenue of RMB77.203 billion and adjusted EBITA of RMB1.422 billion, representing a year-on-year increase of 24%, achieving its second consecutive year of profitability.</p><p><h2 style=\"text-align: start;\">Cloud business profitable for second consecutive year</h2><p style=\"text-align: justify;\">Alibaba Cloud has been committed to cloud computing, big data and artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The research and development of (AI) core technologies promotes the development of computing power and artificial intelligence. In April this year, Alibaba Cloud released Tongyi Qianwen, an AI large model, and announced that it would access all Alibaba products for comprehensive upgrading. The data shows that more than 200,000 enterprises have applied for access to Tongyi Qianwen test, and the demand for large models exclusive to enterprises is very hot.</p><p><p style=\"text-align: justify;\">Nail released intelligent functional product integration based on Tongyi Qianwen large model. By entering the slash symbol (/) in DingTalk, users can evoke article creation, image generation,<a href=\"https://laohu8.com/S/300024\">Robot</a>More than 10 AI abilities such as training.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, Alibaba Cloud has turned from defense to offense, launched price reduction and free trial plans for core products, greatly increased the commission rate of partners, expanded the customer base of public cloud and improved cloud utilization. According to the financial report, a number of initiatives will promote the long-term healthy and sustainable growth of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to Gartner's 2022 global cloud computing IaaS market ranking, Alibaba Cloud ranks third globally and first in the Asia-Pacific market. Currently, Alibaba Cloud operates 86 availability zones in 28 geographical regions around the world, serving over 4 million customers worldwide.</p><p><h2 style=\"text-align: start;\">Multi-business launch financing listing plan</h2><p style=\"text-align: justify;\">Alibaba Group's Q4 and full-year financial report for fiscal year 2023 announced that the reform plan launched at the end of March is advancing rapidly and efficiently: Cloud Intelligence Group will move from Alibaba Group to be completely spun off and independent to go public, Cainiao and Hema will launch their listing plans, Alibaba International Digital Business Group will launch external financing, and the six major business groups will formally establish their boards of directors.</p><p><p style=\"text-align: justify;\">With the rapid implementation of a series of substantial progress, the development path of various business groups and business companies has become clearer.<strong>Alibaba's board of directors approved the spin-off of its cloud intelligence division, which will become a separate public company.</strong></p><p><p style=\"text-align: justify;\">At the same time, the board of directors of Alibaba Group approved the launch of the listing plan of Cainiao Group, which is expected to be completed in the next 12 to 18 months. This year coincides with the 10th anniversary of the founding of Rookie. After ten years of development, Cainiao has become a leading digital intelligence logistics company, forming five business segments: domestic logistics, international logistics, urban and rural terminals, logistics technology and logistics real estate, and continuously investing in global logistics infrastructure and supply chain capacity building. The time is ripe for market testing.</p><p><p style=\"text-align: justify;\">In addition, the board of directors of Alibaba Group also approved Hema to initiate the listing process, which is expected to be completed in the next six to 12 months. Born in 2015, Box Horse, as a benchmark for Alibaba to explore new retail, has formed a clear business model and a clear profit prospect.</p><p><p style=\"text-align: justify;\">The financial report also shows that the board of directors of Alibaba Group has approved and appointed the boards of directors of six major business groups. The directors of the business groups are senior business heads of Alibaba, who strongly support the rapid and healthy development of each business group with rich industry and market experience.</p><p>Alibaba fell 1% premarket after the earnings release.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65cd07222419ef153fde98eb5b964540\" title=\"\" tg-width=\"815\" tg-height=\"476\"/></p><p><h2 style=\"text-align: start;\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time (with a letter to all employees)</h2>On the evening of May 18th, Zhang Yong, Chairman and CEO of Alibaba Group and Chairman and CEO of Alibaba Cloud Intelligence Group, sent a letter to Alibaba Cloud employees: In view of the huge differences between the business model, customer characteristics and development stage of Cloud Intelligence Group and most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete the listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">In his letter to all employees, he said that the spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market completely independently, further strengthen its business strategy and optimize its organization and operation. \"We have the opportunity to jointly build a world-class technology company.\"</p><p><p style=\"text-align: justify;\">In his letter, Zhang Yong put forward three expectations for all employees of Alibaba Cloud Intelligence: cherishing customer trust, adhering to technical ideals and maintaining an entrepreneurial mentality. He emphasized that the never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, Alibaba Cloud built China's only self-developed Feitian Cloud operating system from scratch. In the future, it hopes to continue to innovate in cloud computing and AI large models, and compete with world-class players.</p><p><p style=\"text-align: justify;\">Recently, Alibaba Cloud has released a series of new measures, including the release of AI large model Tongyi Qianwen, the launch of core product price reduction and free trial plan, and the substantial increase of partner commission rate, aiming to further expand the number of customers and the scale of cloud use in public cloud, and meet the computing power growth required by the wave of AI large model, so as to build a healthier and more sustainable growth momentum for the long-term development of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to the latest financial report of Alibaba Group, Alibaba Cloud Intelligence has achieved profitability for two consecutive years with a total revenue of 77.203 billion yuan and an adjusted EBITA profit of 1.422 billion yuan in fiscal year 2023, representing a year-on-year increase of 24%.</p><p><p style=\"text-align: justify;\"><strong>Attached is the full text of the letter from all staff — —</strong></p><p><p style=\"text-align: justify;\">\"Start again and start again!\"</p><p><p style=\"text-align: justify;\">Dear students of Alibaba Cloud Intelligence,</p><p><p style=\"text-align: justify;\">This year marks the 14th year of Alibaba Cloud's birth. On September 11th, 2009, at the first all-staff meeting of Alibaba Cloud, Dr. Wang Jian put forward three important technical judgments for the future-the Internet is the infrastructure, the data center becomes a computer, and computing becomes a public service. Alibaba Cloud starts from this.</p><p><p style=\"text-align: justify;\">For fourteen years, we have witnessed the prophecy of yesteryear become reality and consensus. Today, Alibaba Cloud has become the first public cloud service provider in Asia and the top three in the world, and is moving from the digital age to the intelligent age. This is the best evidence of long-termism, and the best example of 'because you believe, you see'.</p><p><p style=\"text-align: justify;\">Standing at a new historical starting point, I also want to share with you an important decision in the development of Alibaba Cloud Intelligent Group:</p><p><p style=\"text-align: justify;\">Given that the business model, customer characteristics and development stage of Cloud Intelligence Group are greatly different from those of most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete its listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">The spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market more independently, further strengthen its business strategy, and optimize its organization and operation. This also requires us to have more entrepreneurial mentality, more responsibilities, and better balance the relationship between short-term growth anxiety and long-term development goals, so that we have the opportunity to jointly build a world-class technology company.</p><p><p style=\"text-align: justify;\">Achieving such a goal requires the joint efforts of all Alibaba Cloud Intelligent students. I would also like to raise three expectations to you here:</p><p><p style=\"text-align: justify;\">First, cherish customer trust. Customer trust is the lifeline of Alibaba Cloud. Only by winning the trust and respect of customers, they will always be with us and grow together. This is also an important consideration for me to put 'stability' and 'safety' ahead of 'performance' and 'cost' in my requirements for the technical team.</p><p><p style=\"text-align: justify;\">Secondly, adhere to technical ideals. The never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, we built the only self-developed Feitian Cloud operating system in China from scratch. In the future, we hope to continue to innovate in cloud computing and AI large models, pursue competition with world-class players, and truly become a world-class technology company.</p><p><p style=\"text-align: justify;\">Third, maintain an entrepreneurial mindset. After becoming an independent company, we will face more brand-new challenges, and our organization and business will also face the baptism of the market. This requires every Alibaba Cloud Intelligent student to give full play to his passion and creativity, seek truth and pragmatism, and pursue excellence, so as to achieve the sustainable development of the company and individuals.</p><p><p style=\"text-align: justify;\">In the past few months, both the external environment and Ali itself, we have experienced many major changes together and witnessed many important moments. I firmly believe that we are on the right path.</p><p><p style=\"text-align: justify;\">The road is long and obstructive, and the line is coming. A new starting point and a new journey, let's start a business again and start again together!</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-18 19:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Summary: Alibaba's fiscal fourth quarter net profit exceeded expectations!<a href=\"https://laohu8.com/NW/1147366126\" title=\"张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！\" target=\"_blank\" class=\"\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time!</a></strong>May 18,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Released earnings before the market: revenue of fiscal fourth quarter was RMB 208.20 billion, compared with the estimated RMB 209.19 billion; Adjusted earnings per ADS of RMB10.71; Adjusted EBITDA was RMB32.12 billion, representing a year-on-year increase of 37%; Adjusted net profit was RMB27.375 billion, representing a year-on-year increase of 38%; Cloud business revenue was RMB18.58 billion, compared with an estimated RMB20.19 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d0fded1e32bc451c29bdf50ded611d2\" title=\"\" tg-width=\"1145\" tg-height=\"741\"/></p><p>The revenue of the commercial segment in China was RMB136.07 billion, -3% year-on-year, and the estimate was RMB142.24 billion; The revenue of the international business segment was RMB18.54 billion, +29% year-on-year, and the estimated revenue was RMB16.94 billion.</p><p><p style=\"text-align: justify;\">The revenue of the local lifestyle services segment was RMB12.55 billion, +20% year-on-year, and the estimated revenue was RMB12.05 billion; Cainiao's revenue was RMB13.62 billion, +18% year-on-year, and it was estimated to be RMB14.02 billion.</p><p><p style=\"text-align: justify;\">Digital media and entertainment revenue was RMB8.27 billion, +3.3% year-on-year, and estimated to be RMB7.96 billion; Revenue from innovative businesses and others was RMB563 million, +47% year-on-year, and estimated to be RMB519.5 million.</p><p><p style=\"text-align: justify;\">Cloud business revenue was RMB18.58 billion, -2.1% year-on-year, and estimated to be RMB20.19 billion; Adjusted earnings per ADS amounted to RMB10.71, compared to RMB7.95 in the same period last year and an estimated RMB9.45.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb356f78c7e4785cd30e59455a4037b1\" title=\"\" tg-width=\"1059\" tg-height=\"775\"/></p><p>In addition, Alibaba continued to execute its share repurchase program this quarter. Approximately 21.5 million ADSs (equivalent to approximately 172.4 million shares of common stock) were repurchased for approximately $1.9 billion for the quarter ended March 31. As of March 31, 2023, Alibaba had approximately 20.5 billion shares of common stock outstanding (equivalent to approximately 2.6 billion ADSs). Under the current authorization, there is approximately $19.4 billion in repurchase lines valid until March 2025.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f014f1192f7f9eb138bd001069e66\" title=\"\" tg-width=\"1026\" tg-height=\"193\"/></p><p><p style=\"text-align: justify;\">The synergy between different businesses of Alibaba is remarkable, which also contributes new growth points to the company. According to the financial report, in March quarter, the growth rates of international business, rookie and local life service income were 29%, 18% and 17% respectively; Even in fiscal 2023, under the complex and changeable market situation and many uncertainties, the three businesses achieved revenue growth rates of 13%, 21% and 12% year-on-year, gradually becoming the new engine of Alibaba's steady growth.</p><p><h2 style=\"text-align: start;\">International Retail Quarterly Revenue Surges 41%</h2><p style=\"text-align: justify;\">Overseas e-commerce business continued to maintain strong momentum. During the quarter, international retail commercial orders including Lazada, AliExpress, Trendyol and Daraz increased 15% year-over-year overall and revenue increased 41% year-over-year.</p><p><p style=\"text-align: justify;\">Lazada achieved double-digit year-over-year order growth in the Southeast Asian market by optimizing the buyer experience and continues to expand its buyer base; Trendyol resumed business from March, as well as strong new business order growth, with quarterly order growth remaining resilient year-over-year.</p><p><p style=\"text-align: justify;\">This quarter, AliExpress launched Choice, a new service for consumers worldwide. Consumers in selected countries can enjoy services such as free shipping, free returns and delivery quality assurance when placing orders at Choice. Since its launch, Choice's daily order volume has grown rapidly, driving AliExpress to double-digit quarterly order growth.</p><p><p style=\"text-align: justify;\">According to statistics, since March, the order volume of AliExpress has increased rapidly, with a year-on-year increase of more than 50%. At the same time, at present, in South Korea, Spain and other countries that have opened Choice service, the download volume of AliExpress has soared to the top 3. The rapid growth of orders also puts forward higher requirements for warehouse and logistics capabilities. In May, AliExpress and Rookie announced that five new cross-border warehouses would be opened within one month, and the total area of preferred warehouses would be increased by tens of thousands of square meters, providing more warehouse space for merchants.</p><p><h2 style=\"text-align: start;\">Rookie Quarterly Revenue Up 18%</h2><p style=\"text-align: justify;\">Cainiao adhered to long-term investment and construction, and continuously improved its core capability of serving customers, providing strong impetus for performance growth. In the quarter, after offsetting the impact of cross-segment transactions, Cainiao's revenue increased 18% year-on-year to RMB13,619 million. Cainiao has made significant progress in building key logistics capabilities that affect the experience, such as international end-to-end fulfillment network and domestic door-to-door delivery.</p><p><p style=\"text-align: justify;\">In March this year, Cainiao became the first global logistics partner of the United Nations World Food Programme (WFP) in China. Through this partnership, Cainiao will help WFP shorten the delivery time of critical supplies during global emergencies. In Cainiao Yizhan, the number of door-to-door parcels delivered in China increased by 85% year-on-year, and a new service standard of \"1-minute quick pick-up and self-service pick-up before 24 o'clock\" was put forward.</p><p><p style=\"text-align: justify;\">In fiscal 2023, after offsetting the impact of cross-segment transactions, the cloud business recorded revenue of RMB77.203 billion and adjusted EBITA of RMB1.422 billion, representing a year-on-year increase of 24%, achieving its second consecutive year of profitability.</p><p><h2 style=\"text-align: start;\">Cloud business profitable for second consecutive year</h2><p style=\"text-align: justify;\">Alibaba Cloud has been committed to cloud computing, big data and artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The research and development of (AI) core technologies promotes the development of computing power and artificial intelligence. In April this year, Alibaba Cloud released Tongyi Qianwen, an AI large model, and announced that it would access all Alibaba products for comprehensive upgrading. The data shows that more than 200,000 enterprises have applied for access to Tongyi Qianwen test, and the demand for large models exclusive to enterprises is very hot.</p><p><p style=\"text-align: justify;\">Nail released intelligent functional product integration based on Tongyi Qianwen large model. By entering the slash symbol (/) in DingTalk, users can evoke article creation, image generation,<a href=\"https://laohu8.com/S/300024\">Robot</a>More than 10 AI abilities such as training.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, Alibaba Cloud has turned from defense to offense, launched price reduction and free trial plans for core products, greatly increased the commission rate of partners, expanded the customer base of public cloud and improved cloud utilization. According to the financial report, a number of initiatives will promote the long-term healthy and sustainable growth of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to Gartner's 2022 global cloud computing IaaS market ranking, Alibaba Cloud ranks third globally and first in the Asia-Pacific market. Currently, Alibaba Cloud operates 86 availability zones in 28 geographical regions around the world, serving over 4 million customers worldwide.</p><p><h2 style=\"text-align: start;\">Multi-business launch financing listing plan</h2><p style=\"text-align: justify;\">Alibaba Group's Q4 and full-year financial report for fiscal year 2023 announced that the reform plan launched at the end of March is advancing rapidly and efficiently: Cloud Intelligence Group will move from Alibaba Group to be completely spun off and independent to go public, Cainiao and Hema will launch their listing plans, Alibaba International Digital Business Group will launch external financing, and the six major business groups will formally establish their boards of directors.</p><p><p style=\"text-align: justify;\">With the rapid implementation of a series of substantial progress, the development path of various business groups and business companies has become clearer.<strong>Alibaba's board of directors approved the spin-off of its cloud intelligence division, which will become a separate public company.</strong></p><p><p style=\"text-align: justify;\">At the same time, the board of directors of Alibaba Group approved the launch of the listing plan of Cainiao Group, which is expected to be completed in the next 12 to 18 months. This year coincides with the 10th anniversary of the founding of Rookie. After ten years of development, Cainiao has become a leading digital intelligence logistics company, forming five business segments: domestic logistics, international logistics, urban and rural terminals, logistics technology and logistics real estate, and continuously investing in global logistics infrastructure and supply chain capacity building. The time is ripe for market testing.</p><p><p style=\"text-align: justify;\">In addition, the board of directors of Alibaba Group also approved Hema to initiate the listing process, which is expected to be completed in the next six to 12 months. Born in 2015, Box Horse, as a benchmark for Alibaba to explore new retail, has formed a clear business model and a clear profit prospect.</p><p><p style=\"text-align: justify;\">The financial report also shows that the board of directors of Alibaba Group has approved and appointed the boards of directors of six major business groups. The directors of the business groups are senior business heads of Alibaba, who strongly support the rapid and healthy development of each business group with rich industry and market experience.</p><p>Alibaba fell 1% premarket after the earnings release.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65cd07222419ef153fde98eb5b964540\" title=\"\" tg-width=\"815\" tg-height=\"476\"/></p><p><h2 style=\"text-align: start;\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time (with a letter to all employees)</h2>On the evening of May 18th, Zhang Yong, Chairman and CEO of Alibaba Group and Chairman and CEO of Alibaba Cloud Intelligence Group, sent a letter to Alibaba Cloud employees: In view of the huge differences between the business model, customer characteristics and development stage of Cloud Intelligence Group and most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete the listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">In his letter to all employees, he said that the spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market completely independently, further strengthen its business strategy and optimize its organization and operation. \"We have the opportunity to jointly build a world-class technology company.\"</p><p><p style=\"text-align: justify;\">In his letter, Zhang Yong put forward three expectations for all employees of Alibaba Cloud Intelligence: cherishing customer trust, adhering to technical ideals and maintaining an entrepreneurial mentality. He emphasized that the never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, Alibaba Cloud built China's only self-developed Feitian Cloud operating system from scratch. In the future, it hopes to continue to innovate in cloud computing and AI large models, and compete with world-class players.</p><p><p style=\"text-align: justify;\">Recently, Alibaba Cloud has released a series of new measures, including the release of AI large model Tongyi Qianwen, the launch of core product price reduction and free trial plan, and the substantial increase of partner commission rate, aiming to further expand the number of customers and the scale of cloud use in public cloud, and meet the computing power growth required by the wave of AI large model, so as to build a healthier and more sustainable growth momentum for the long-term development of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to the latest financial report of Alibaba Group, Alibaba Cloud Intelligence has achieved profitability for two consecutive years with a total revenue of 77.203 billion yuan and an adjusted EBITA profit of 1.422 billion yuan in fiscal year 2023, representing a year-on-year increase of 24%.</p><p><p style=\"text-align: justify;\"><strong>Attached is the full text of the letter from all staff — —</strong></p><p><p style=\"text-align: justify;\">\"Start again and start again!\"</p><p><p style=\"text-align: justify;\">Dear students of Alibaba Cloud Intelligence,</p><p><p style=\"text-align: justify;\">This year marks the 14th year of Alibaba Cloud's birth. On September 11th, 2009, at the first all-staff meeting of Alibaba Cloud, Dr. Wang Jian put forward three important technical judgments for the future-the Internet is the infrastructure, the data center becomes a computer, and computing becomes a public service. Alibaba Cloud starts from this.</p><p><p style=\"text-align: justify;\">For fourteen years, we have witnessed the prophecy of yesteryear become reality and consensus. Today, Alibaba Cloud has become the first public cloud service provider in Asia and the top three in the world, and is moving from the digital age to the intelligent age. This is the best evidence of long-termism, and the best example of 'because you believe, you see'.</p><p><p style=\"text-align: justify;\">Standing at a new historical starting point, I also want to share with you an important decision in the development of Alibaba Cloud Intelligent Group:</p><p><p style=\"text-align: justify;\">Given that the business model, customer characteristics and development stage of Cloud Intelligence Group are greatly different from those of most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete its listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">The spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market more independently, further strengthen its business strategy, and optimize its organization and operation. This also requires us to have more entrepreneurial mentality, more responsibilities, and better balance the relationship between short-term growth anxiety and long-term development goals, so that we have the opportunity to jointly build a world-class technology company.</p><p><p style=\"text-align: justify;\">Achieving such a goal requires the joint efforts of all Alibaba Cloud Intelligent students. I would also like to raise three expectations to you here:</p><p><p style=\"text-align: justify;\">First, cherish customer trust. Customer trust is the lifeline of Alibaba Cloud. Only by winning the trust and respect of customers, they will always be with us and grow together. This is also an important consideration for me to put 'stability' and 'safety' ahead of 'performance' and 'cost' in my requirements for the technical team.</p><p><p style=\"text-align: justify;\">Secondly, adhere to technical ideals. The never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, we built the only self-developed Feitian Cloud operating system in China from scratch. In the future, we hope to continue to innovate in cloud computing and AI large models, pursue competition with world-class players, and truly become a world-class technology company.</p><p><p style=\"text-align: justify;\">Third, maintain an entrepreneurial mindset. After becoming an independent company, we will face more brand-new challenges, and our organization and business will also face the baptism of the market. This requires every Alibaba Cloud Intelligent student to give full play to his passion and creativity, seek truth and pragmatism, and pursue excellence, so as to achieve the sustainable development of the company and individuals.</p><p><p style=\"text-align: justify;\">In the past few months, both the external environment and Ali itself, we have experienced many major changes together and witnessed many important moments. I firmly believe that we are on the right path.</p><p><p style=\"text-align: justify;\">The road is long and obstructive, and the line is coming. A new starting point and a new journey, let's start a business again and start again together!</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133481724","content_text":"摘要：阿里巴巴第四财季净利润超预期！张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！5月18日，阿里巴巴盘前发布财报：第四财季营收2,082.0亿元人民币，预估2,091.9亿元人民币；调整后每ADS收益 10.71元人民币；调整后EBITDA 321.2亿元人民币，同比增长37%；经调整净利润273.75亿元，同比增长38%；云业务收入185.8亿元人民币，预估201.9亿元人民币。中国商业分部收入1,360.7亿元人民币，同比-3%，预估1,422.4亿元人民币；国际商业分部收入185.4亿元人民币，同比+29%，预估169.4亿元人民币。本地生活服务分部收入125.5亿元人民币，同比+20%，预估120.5亿元人民币；菜鸟收入136.2亿元人民币，同比+18%，预估140.2亿元人民币。数字媒体及娱乐收入82.7亿元人民币，同比+3.3%，预估79.6亿元人民币；创新业务及其他收入5.63亿元人民币，同比+47%，预估5.195亿元人民币。云业务收入185.8亿元人民币，同比-2.1%，预估201.9亿元人民币；调整后每ADS收益10.71元人民币，上年同期7.95元人民币，预估9.45元人民币。此外，阿里本季度继续执行股份回购计划。截至3月31日季度，以约19亿美元回购了约2150万股美国存托股（相当于约1.724亿股普通股）。截至2023年3月31日，阿里巴巴流通的普通股为约205亿股（相等于约26亿股美国存托股）。在目前授权下，有约194亿美元回购额度，有效期至2025年3月。阿里巴巴不同业务间协同优势显著，也为公司贡献了新增长点。财报显示，3月份季度，国际商业、菜鸟、本地生活服务收入增速依次为29%、18%、17%；即便2023财年在复杂多变的市场形势及诸多不确定因素下，三个业务按年实现13%、21%、12%的收入增速，逐渐成为阿里巴巴业绩稳健增长的新引擎。国际零售季度收入劲增41%海外电商业务继续保持强劲势头。季度内，包含Lazada、速卖通、Trendyol和Daraz的国际零售商业订单量整体同比增长15%，收入同比增长41%。Lazada通过优化买家体验，在东南亚市场实现双位数订单同比增长，并继续扩大其买家基础；Trendyol从3月起业务恢复，以及新业务订单增长强劲，季度订单同比增长率保持强韧。本季度，速卖通面向全球消费者推出的新服务Choice，指定国家的消费者在Choice下单可享受免运费、免费退货和配送质量保证等服务。推出以来，Choice日订单量迅速增长，带动速卖通季度订单实现双位数增长。有数据显示，3月以来，速卖通订单量快速增长，同比去年增幅超50%。同时，目前在韩国、西班牙等开通Choice服务的多个国家，速卖通下载量均飙升至前3名。订单的快速增长对仓库及物流能力也提出了更高的要求。5月，速卖通联合菜鸟宣布，将在一个月内新开设5座跨境仓库，优选仓总面积再增数万平，为商家提供更多仓容空间。菜鸟季度收入增长18%菜鸟坚持长期主义投入与建设，服务客户的核心能力不断提升，为业绩增长提供强劲动力。本季度，在抵消跨分部交易的影响后，菜鸟的收入同比增长18%至人民币136.19亿元。在国际端到端履约网络、国内送货上门等影响体验的关键物流能力建设，菜鸟持续推进，明显进展。今年3月，菜鸟成为联合国世界粮食计划署（WFP）在中国的首个全球性物流合作伙伴，通过这项合作，菜鸟将帮助WFP在全球紧急情况下缩短关键物资的配送时间。在国内，菜鸟驿站送货上门包裹量同比增长85%，并提出“1分钟极速取、24点前自助取”服务新标准。2023财年，在抵消跨分部交易的影响后，云业务收入人民币772.03亿元，经调整EBITA人民币14.22亿元，同比增长24%，实现了连续第二年盈利。云业务连续第二年盈利阿里云一直致力于云计算、大数据和人工智能（AI）核心技术的研发，推动算力和人工智能的发展。今年4月，阿里云发布了AI大模型通义千问，并宣布将接入阿里巴巴所有产品，进行全面升级改造。数据显示，已经有超过20万家企业申请接入通义千问测试，企业专属大模型的需求十分火爆。钉钉发布了基于通义千问大模型的智能功能产品集成。用户在钉钉通过输入斜杠符号（/）就能唤起文章创建、图像生成、机器人训练等10余项AI能力。今年以来，阿里云转守为攻，推出核心产品降价和免费试用计划，大幅提高合作伙伴佣金率，扩大公有云客户基础、提升云端利用率。财报表示，多项举措推动将推动阿里云的长期健康和可持续增长。据Gartner 2022年全球云计算IaaS市场排名，阿里云全球排名第三，在亚太市场排名第一。目前，阿里云在全球28个地理区域运营着86个可用区，服务全球超400万客户。多业务启动融资上市计划阿里巴巴集团2023财年Q4及全年财报宣布，于3月底启动的改革计划正在快速高效推进：云智能集团将从阿里巴巴集团完全分拆独立走向上市，菜鸟、盒马启动上市计划，阿里国际数字商业集团启动外部融资，六大业务集团正式成立董事会。随着一系列实质性进展的快速落地，各业务集团和业务公司发展路径也更加清晰。阿里巴巴董事会批准了云智能部门的分拆，云智能部门将成为独立上市公司。同时，阿里巴巴集团董事会批准启动菜鸟集团上市计划，预计在未来 12到18个月内完成。今年恰逢菜鸟成立十周年。经过十年发展，菜鸟已经成为一家领先的数智物流公司，形成国内物流、国际物流、城乡末端、物流科技和物流地产五大业务板块，并持续投入全球物流基础设施和供应链能力建设，面向市场检验的时机已经成熟。此外，阿里巴巴集团董事会还批准盒马启动上市流程，预计将在未来6到12个月内完成。诞生于2015年的盒马，作为阿里巴巴探索新零售的标杆，已形成清晰的商业模式和较为明确的盈利前景。财报还显示，阿里巴巴集团董事会已批准和任命六大业务集团董事会。业务集团董事由阿里巴巴资深业务负责人担任，以丰富的行业和市场经验，有力支持各业务集团的高速健康发展。财报发布后，阿里巴巴盘前下跌1%。张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司（附全员信）5月18日晚间消息，阿里巴巴集团董事会主席兼CEO、阿里云智能集团董事长兼CEO张勇向阿里云员工发出全员信：鉴于云智能集团的商业模式、客户特征和发展阶段与阿里巴巴集团大多数消费互联网业务有巨大差异性，我们计划在未来12个月将云智能集团从阿里集团完全分拆并完成上市，在股权和公司治理上形成一家与阿里集团完全独立的新公司。同时，阿里云智能集团将引入外部战略投资者。他在全员信中表示，分拆是为了更好地发展，是阿里云面向未来二次创业的全新开始。未来，阿里云智能集团可以完全独立面向市场，进一步强化业务战略，优化组织和运营，“我们有机会共同打造一家世界级的科技公司。”张勇在信中对阿里云智能全体员工提出了三点期待：珍惜客户信任、坚持技术理想和保持创业心态。他强调，对技术先进性永无止境的追求，是阿里云流淌在血液里的基因。过去阿里云从无到有打造了中国唯一自研的飞天云操作系统，未来希望在云计算、AI大模型上持续创新，和世界级选手同场竞技。近期，阿里云发布了一系列新举措，包括发布AI大模型通义千问、推出核心产品降价和免费试用计划、大幅提高合作伙伴佣金率，旨在进一步扩大公共云的客户数量和用云规模，并满足AI大模型浪潮所需的算力增长，为阿里云的长远发展构建更健康、更可持续的增长动力。据阿里巴巴集团最新财报，阿里云智能在2023财年总收入为772.03亿元，经调整EBITA利润为14.22亿元，同比增长24%，已连续两年实现盈利。附全员信全文——《再创业 再出发！》各位阿里云智能的同学，今年是阿里云诞生第14年。2009年9月11日，在阿里云第一次全体员工大会上，王坚博士对未来提出了三个重要的技术判断——互联网是基础设施，数据中心成为一台计算机，计算成为公共服务。阿里云由此出发。十四年来，我们见证了昔日预言成为了现实和共识。今天，阿里云成为亚洲第一、世界前三的公共云服务提供商，并正在从数字时代走向智能时代。这是长期主义最好的佐证，也是‘因为相信，所以看见’的最好例证。站在新的历史起点，我也想跟大家分享一下阿里云智能集团发展中的一个重要决定：鉴于云智能集团的商业模式、客户特征和发展阶段与阿里巴巴集团大多数消费互联网业务有巨大差异性，我们计划在未来12个月将云智能集团从阿里集团完全分拆并完成上市，在股权和公司治理上形成一家与阿里集团完全独立的新公司。同时，阿里云智能集团将引入外部战略投资者。分拆是为了更好地发展，是阿里云面向未来二次创业的全新开始。未来，阿里云智能集团可以更独立面向市场，进一步强化业务战略，优化组织和运营。这也需要我们拥有更多创业心态、更多职责担当，更好地平衡短期增长焦虑和长期发展目标的关系，我们才有机会共同打造一家世界级的科技公司。实现这样的目标，需要全体阿里云智能同学的共同努力。我也在此向大家提出三点期待：首先，珍惜客户信任。客户信任是阿里云的生命线。唯有赢得客户的信任和尊重，他们才会和我们始终在一起，共同成长。这也是我在对技术团队的要求中，把‘稳定’‘安全’放在‘性能’‘成本’前面的重要考量。其次，坚持技术理想。对技术先进性永无止境的追求，是阿里云流淌在血液里的基因。过去我们从无到有打造了中国唯一自研的飞天云操作系统，未来我们希望在云计算、AI大模型上持续创新，追求和世界级选手同场竞技，真正成为一家世界级的科技公司。第三，保持创业心态。成为一家独立公司后，我们将面临更多全新挑战，我们的组织和业务也会直面市场的洗礼，这需要每一位阿里云智能同学充分发挥自己的激情和创造力，求真务实，追求卓越，从而实现公司和个人的可持续发展。过去几个月以来，无论外部环境还是阿里自身，我们共同经历了很多重大变化，也见证了很多重要时刻的发生。我坚信，我们正走在一条正确的道路上。道阻且长，行则将至。新起点新征程，让我们一起，再创业，再出发！","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658724585,"gmtCreate":1683159431249,"gmtModify":1683159431249,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658724585","repostId":"1175703742","repostType":2,"repost":{"id":"1175703742","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683158427,"share":"https://ttm.financial/m/news/1175703742?lang=en_US&edition=fundamental","pubTime":"2023-05-04 08:00","market":"hk","language":"zh","title":"Last night and this morning | Powell \"scared the collapse\" of US stocks? The three major indexes closed down collectively, this bank stock halved after the market, and oil prices fell deep for days","url":"https://stock-news.laohu8.com/highlight/detail?id=1175703742","media":"老虎资讯综合","summary":"摘要：①美联储如期加息25个基点，鲍威尔称未定何时停止加息；②隔夜美股全线收跌，银行危机愈演愈烈，西太平洋银行盘后腰斩；③WTI油价亚太盘初跌超7%。海外行情1、美联储利率路径仍有悬念 美股集体收跌美","content":"<p><html><head></head><body><strong>Abstract</strong>: ① The Federal Reserve rate hike 25 basis points as scheduled, and Powell said it was undecided when to stop the rate hike; ② Overnight, US stocks closed down across the board, and the banking crisis intensified.<a href=\"https://laohu8.com/S/WBC\">Westpac Bank</a>Halving after the dish; ③WTI oil price fell by more than 7% in Asia-Pacific at the beginning of the session.<p style=\"text-align: justify;\"><strong>Overseas Quotes</strong></p><p><strong>1. The Federal Reserve's interest rate path is still suspenseful, and U.S. stocks collectively closed down</strong></p><p>U.S. stocks closed lower on Wednesday. Investors continue to weigh in on corporate earnings. U.S. April ADP private employment data far exceeded expectations. The Fed rate hike 25 basis points and hinted at a possible rate hike pause. But Powell's speech made investors suspicious and suppressed market risk appetite. Fed Chair Powell said it still believes inflation is too high and it is too early to say the rate hike cycle is over. That means there is still suspense in the Fed's interest rate path, and investors are unsure what will happen next.</p><p>By the close, the Dow was down 0.8%, the Nasdaq was down 0.46% and the S&P 500 was down 0.7%. The oil and gas sector was among the top losers,<a href=\"https://laohu8.com/S/IEP\">Icahn Enterprises</a>It fell by nearly 20%,<a href=\"https://laohu8.com/S/MPC\">Marathon crude oil</a>fell by more than 5%,<a href=\"https://laohu8.com/S/SUN\">Sun Oil</a>、<a href=\"https://laohu8.com/S/CVX\">Chevron</a>、<a href=\"https://laohu8.com/S/SU\">Sunco Energy</a>It fell by more than 2%. Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>up 0.02%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 0.19%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>down 0.33%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>up 0.09%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 0.65%. Semiconductor sector generally fell, AMD fell more than 9%,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/NXPI\">NXP</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It fell by more than 1%.</p><p>Financial groups and regional banking sectors fell,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/WSBC\">Weiss Bank</a>It fell by more than 9%,<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>It fell by more than 4%. Anti-epidemic concept stocks rose,<a href=\"https://laohu8.com/S/LLY\">Lilly</a>rose by more than 6%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>、<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>It rose more than 1%.</p><p><strong>Westpac Bancorp's stock price plunged nearly 60% after hours, and no one wanted to sell it</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5eee8cd04824bd8a0f3bd7271ca3587\" title=\"\" tg-width=\"1109\" tg-height=\"709\"/></p><p><strong>2. Popular Chinese stocks have mixed ups and downs<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 2%</strong></p><p>Popular Chinese stocks were mixed, with the Nasdaq China Golden Dragon Index falling 0.24%.<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Small upside.<a href=\"https://laohu8.com/S/NTES\">Netease</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Down slightly.</p><p><strong>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.56%</strong></p><p>The main indexes of European stocks closed generally higher, with Germany's DAX30 index rising 0.56%.<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.20%, France's CAC40 rose 0.28% and Europe's Stoxx 50 rose 0.36%.</p><p><strong>4. WTI oil price fell more than 7% in Asia-Pacific at the beginning of the session</strong></p><p>The demand for gasoline and jet fuel oil in the United States has shown signs of weakness, which has aggravated investors' worries that the global economy is heading for a recession. Oil prices have fallen for three consecutive days, and US oil WTI has fallen by 14% this year. The CTA short-selling frenzy has caused oil prices to fall to the worst oversold in two years.</p><p>WTI June crude oil futures closed down $3.06, or 4.27%, at $68.60/barrel. Brent July futures closed down $2.99, or 3.97%, at $72.33/barrel.</p><p>U.S. oil WTI fell by $3.69 or 5.1% at the deepest, once falling below $68, a new low in nearly six weeks since March 24th. International Brent fell as deep as $3.61, or 4.8%, falling below $72, to its lowest in more than six weeks since March 20th.</p><p><strong>WTI crude oil futures fell more than 7.14% in Asia-Pacific at the beginning of the session, hitting a low of $63.70, extending Wednesday's 4.27% close, bringing the cumulative 2023-to-date decline to 17%</strong>, indicating that OPEC +' s plan to regain control of the market by starting to cut oil production in May has not yet worked.</p><p><strong>5. New York gold futures closed 0.7% higher on Wednesday</strong></p><p>Gold futures for June delivery on the New York Mercantile Exchange rose $13.70, or 0.7%, to close at $2,037 an ounce, the highest closing price for the most active contract since April 13.</p><p><p style=\"text-align: justify;\"><strong>Macro News</strong></p><p><strong>1、<a href=\"https://laohu8.com/NW/1155895750\" title=\"连续第10次加息！美联储如期加息25个基点\" target=\"_blank\" class=\"\">10th rate hike in a row! Fed on schedule rate hike 25 basis points</a></strong></p><p>The Fed announced a rate hike of 25 basis points, raising the Federal Funds rate target range to 5%-5.25%, in line with expectations. This is the third rate hike of the Federal Reserve this year and the tenth rate hike since the start of this round of rate hike Process last year. After this rate hike, the Federal Reserve has raised interest rates by 500 basis points in this round, and the Federal Funds rate target range has risen to 5%-5.25%, the highest level since March 2001. The Fed's FOMC statement deleted the language that previously hinted at future rate hike, saying that the degree of tighter monetary policy depends on economic conditions.</p><p>The Fed's policy statement said that it will take into account the cumulative tightening effect and policy lag; The inflation rate remains high and the risk of inflation is highly concerned; A tighter credit environment could weigh on economic activity; The rate hike decision was unanimously approved by the FOMC commissioners; The rate of reduction of the Fed's holdings in U.S. Treasury Bond and MBS will remain unchanged; The extent of the impact of the tightening credit environment is uncertain.</p><p><strong>2. Federal Reserve Chairman Powell: No clear decision has been made on whether to stop rate hike</strong></p><p>On May 3rd, local time, Federal Reserve Chairman Powell delivered a speech on the decision of rate hike that day at a press conference, saying that the Federal Reserve has not yet made a clear decision on whether to stop rate hike. Powell said that the current inflation rate in the United States is still well above the 2% target, and the Federal Reserve will \"rely on data\" to continue to formulate monetary policy, and it is still possible to continue rate hike in the future. He believes more data is needed to determine whether Federal Funds rate has sufficient austerity.</p><p><strong>3、<a href=\"https://laohu8.com/NW/2332290196\" title=\"美国白宫评估债务违约“末日”场景：股市下跌45%、830万人失业\" target=\"_blank\" class=\"\">US White House Assesses Debt Default 'Doomsday' Scenario: Stocks Drop 45%, 8.3 Million Lose Jobs</a></strong></p><p>The White House will release an assessment on Wednesday that will illustrate the consequences for the U.S. economy if Congress does not raise the debt ceiling. The White House Council of Economic Advisers (CEA) believes that ① a long-term default will lead to a \"doomsday scenario\" similar to the Great Recession, when 8.3 million people lose their jobs and the stock market will plummet by 45%. ② Short-term default will cause 500,000 people to lose their jobs, and the unemployment rate will rise by 0.3%. ③ If the negotiation is completed by the deadline (June 1st), 200,000 people may lose their jobs, and the unemployment rate may rise by 0.1%. In all three scenarios, U.S. economic growth would turn negative, with contractions ranging from 0.3% to 6.1%, which could lead to the start of a recession period.</p><p><p style=\"text-align: justify;\"><strong>Situation between Russia and Ukraine</strong></p><p><strong>1. Ukrainian presidential spokesman denied Ukraine's involvement in the attack on the Kremlin</strong></p><p>On May 3rd, local time, the Kremlin said, \"Ukraine attempted to attack the presidential residence of the Kremlin with drones in the early hours of this morning-two drones attacked, but the military and secret services used modern electronic warfare equipment to paralyze the drones. The drones and their debris that fell within the Kremlin did not cause casualties or property damage. Russian President Vladimir Putin was not injured, and the work arrangement did not change. It continued as usual\". \"President Putin himself was not in the Kremlin at the time of the Ukrainian drone attack,\" Russian presidential press secretary Peskov said. A Ukrainian presidential spokesman denied Ukraine was involved in the attack on the Kremlin.</p><p><strong>2. Russian media: Russian Duma lawmakers called for a missile strike on Zelensky's residence in response to Ukraine's attempted attack on the Kremlin</strong></p><p>According to a report by RIA Novosti on the 3rd, Mikhail Sheremet, a member of the Russian State Duma, called on the Russian army to carry out a missile strike on Ukrainian President Volodymyr Zelensky's official residence in Kyiv in an interview with the media, as a response to Ukraine's attempt to use drones to attack the Kremlin.</p><p><strong>3. Ukrainian President Volodymyr Zelenskyy holds talks with leaders of five Nordic countries</strong></p><p>On May 3, local time, Ukrainian President Volodymyr Zelenskyy held talks with the leaders of the five Nordic countries in Helsinki, Finland. The agenda of the talks included the support of Nordic countries to Ukraine and the development of Ukraine's relations with the EU and NATO. Finnish President Niinisto, Swedish Prime Minister Kristersson, Norwegian Prime Minister Steller, Danish Prime Minister Fraser Riksson and Icelandic Prime Minister Jakob Dottir attended the talks. In a joint statement, the Nordic leaders said they would continue to support Ukraine, were preparing new military assistance and also pledged to support Ukraine's reconstruction.</p><p><p style=\"text-align: justify;\"><strong>Company News</strong></p><p><strong>1. Westpac U.S. Bank is considering various strategic options including selling the bank</strong></p><p>Another regional bank in the United States is faltering after several banks failed. According to people familiar with the matter, Westpac U.S. Bank, a regional bank in the United States (<a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a>) has been considering several strategic options, including selling itself. PacWest has been working with a financial advisor and is already considering a spin-off or fundraising, people familiar with the matter said. While open to a sale, the bank has yet to initiate a formal tender process, people familiar with the matter said. The sale did not go well because not many potential buyers were interested in buying the entire Bank, which includes a community Bank called Pacific Western Bank and some commercial and consumer lending businesses, the sources said. Potential buyers may also need to put a large impairment loss on the loan, people familiar with the matter said. After the U.S. stock market, Westpac U.S. Bank plunged by more than 53%.</p><p><strong>2. Eli Lilly's Alzheimer's disease drugs can significantly delay cognitive and functional decline</strong></p><p>On Wednesday, Eastern Time, American pharmaceutical giant Eli Lilly and Company announced that its Alzheimer's disease drug Donanemab has achieved positive results in its Phase 3 clinical trial. Eli Lilly said Donanemab met all the goals of the trial. Among 1182 patients with early-stage Alzheimer's disease, compared with placebo, Donanemab can slow down the clinical decline of patients by 35%, and the decline of patients' daily self-care ability by 40%. Nearly half of the patients received Donanemab treatment. There was no progression of the disease within 1 year. Eli Lilly said that it will submit approval by global regulatory agencies as soon as possible, and expects to submit a marketing application to the U.S. Food and Drug Administration (FDA) before the end of June, and it is expected to be approved by the end of the year or early 2024.</p><p><strong>3、<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Talks with partners to invest up to 10 billion euros to build a chip plant in Germany</strong></p><p>TSMC is in talks with partners to invest up to 10 billion euros ($11 billion) to build a chip manufacturing plant in Germany, according to people familiar with the matter. TSMC, NXP, Bosch and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>The joint venture between will have a budget of at least 7 billion euros, including state subsidies, but could end up closer to 10 billion euros. TSMC said in an emailed statement to Reuters that the company was still evaluating the possibility of building a plant in Europe, but declined to comment further.</p><p>4、<a href=\"https://laohu8.com/NW/2332518815\" title=\"全球手机市场疲软，高通业绩指引大幅逊于预期，盘后一度跌超7%\" target=\"_blank\">Global mobile phone market is weak, Qualcomm's performance guidance is sharply worse than expected, and it once fell more than 7% after hours</a></p><p>Dragged down by the weakness of the global smartphone market, Qualcomm's adjusted revenue in the second fiscal quarter was USD 9.27 billion, down 17% year-on-year; For fiscal third-quarter revenue, Qualcomm gave guidance ranging from $8.18 billion to $8.90 billion, well below analysts' expectations of $9.25 billion. Qualcomm's U.S. stocks once fell by more than 7.5% after hours.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | Powell \"scared the collapse\" of US stocks? The three major indexes closed down collectively, this bank stock halved after the market, and oil prices fell deep for days</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Powell \"scared the collapse\" of US stocks? The three major indexes closed down collectively, this bank stock halved after the market, and oil prices fell deep for days\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-04 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract</strong>: ① The Federal Reserve rate hike 25 basis points as scheduled, and Powell said it was undecided when to stop the rate hike; ② Overnight, US stocks closed down across the board, and the banking crisis intensified.<a href=\"https://laohu8.com/S/WBC\">Westpac Bank</a>Halving after the dish; ③WTI oil price fell by more than 7% in Asia-Pacific at the beginning of the session.<p style=\"text-align: justify;\"><strong>Overseas Quotes</strong></p><p><strong>1. The Federal Reserve's interest rate path is still suspenseful, and U.S. stocks collectively closed down</strong></p><p>U.S. stocks closed lower on Wednesday. Investors continue to weigh in on corporate earnings. U.S. April ADP private employment data far exceeded expectations. The Fed rate hike 25 basis points and hinted at a possible rate hike pause. But Powell's speech made investors suspicious and suppressed market risk appetite. Fed Chair Powell said it still believes inflation is too high and it is too early to say the rate hike cycle is over. That means there is still suspense in the Fed's interest rate path, and investors are unsure what will happen next.</p><p>By the close, the Dow was down 0.8%, the Nasdaq was down 0.46% and the S&P 500 was down 0.7%. The oil and gas sector was among the top losers,<a href=\"https://laohu8.com/S/IEP\">Icahn Enterprises</a>It fell by nearly 20%,<a href=\"https://laohu8.com/S/MPC\">Marathon crude oil</a>fell by more than 5%,<a href=\"https://laohu8.com/S/SUN\">Sun Oil</a>、<a href=\"https://laohu8.com/S/CVX\">Chevron</a>、<a href=\"https://laohu8.com/S/SU\">Sunco Energy</a>It fell by more than 2%. Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>up 0.02%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 0.19%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>down 0.33%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>up 0.09%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 0.65%. Semiconductor sector generally fell, AMD fell more than 9%,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/NXPI\">NXP</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It fell by more than 1%.</p><p>Financial groups and regional banking sectors fell,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/WSBC\">Weiss Bank</a>It fell by more than 9%,<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>It fell by more than 4%. Anti-epidemic concept stocks rose,<a href=\"https://laohu8.com/S/LLY\">Lilly</a>rose by more than 6%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>、<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>It rose more than 1%.</p><p><strong>Westpac Bancorp's stock price plunged nearly 60% after hours, and no one wanted to sell it</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5eee8cd04824bd8a0f3bd7271ca3587\" title=\"\" tg-width=\"1109\" tg-height=\"709\"/></p><p><strong>2. Popular Chinese stocks have mixed ups and downs<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 2%</strong></p><p>Popular Chinese stocks were mixed, with the Nasdaq China Golden Dragon Index falling 0.24%.<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Small upside.<a href=\"https://laohu8.com/S/NTES\">Netease</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Down slightly.</p><p><strong>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.56%</strong></p><p>The main indexes of European stocks closed generally higher, with Germany's DAX30 index rising 0.56%.<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.20%, France's CAC40 rose 0.28% and Europe's Stoxx 50 rose 0.36%.</p><p><strong>4. WTI oil price fell more than 7% in Asia-Pacific at the beginning of the session</strong></p><p>The demand for gasoline and jet fuel oil in the United States has shown signs of weakness, which has aggravated investors' worries that the global economy is heading for a recession. Oil prices have fallen for three consecutive days, and US oil WTI has fallen by 14% this year. The CTA short-selling frenzy has caused oil prices to fall to the worst oversold in two years.</p><p>WTI June crude oil futures closed down $3.06, or 4.27%, at $68.60/barrel. Brent July futures closed down $2.99, or 3.97%, at $72.33/barrel.</p><p>U.S. oil WTI fell by $3.69 or 5.1% at the deepest, once falling below $68, a new low in nearly six weeks since March 24th. International Brent fell as deep as $3.61, or 4.8%, falling below $72, to its lowest in more than six weeks since March 20th.</p><p><strong>WTI crude oil futures fell more than 7.14% in Asia-Pacific at the beginning of the session, hitting a low of $63.70, extending Wednesday's 4.27% close, bringing the cumulative 2023-to-date decline to 17%</strong>, indicating that OPEC +' s plan to regain control of the market by starting to cut oil production in May has not yet worked.</p><p><strong>5. New York gold futures closed 0.7% higher on Wednesday</strong></p><p>Gold futures for June delivery on the New York Mercantile Exchange rose $13.70, or 0.7%, to close at $2,037 an ounce, the highest closing price for the most active contract since April 13.</p><p><p style=\"text-align: justify;\"><strong>Macro News</strong></p><p><strong>1、<a href=\"https://laohu8.com/NW/1155895750\" title=\"连续第10次加息！美联储如期加息25个基点\" target=\"_blank\" class=\"\">10th rate hike in a row! Fed on schedule rate hike 25 basis points</a></strong></p><p>The Fed announced a rate hike of 25 basis points, raising the Federal Funds rate target range to 5%-5.25%, in line with expectations. This is the third rate hike of the Federal Reserve this year and the tenth rate hike since the start of this round of rate hike Process last year. After this rate hike, the Federal Reserve has raised interest rates by 500 basis points in this round, and the Federal Funds rate target range has risen to 5%-5.25%, the highest level since March 2001. The Fed's FOMC statement deleted the language that previously hinted at future rate hike, saying that the degree of tighter monetary policy depends on economic conditions.</p><p>The Fed's policy statement said that it will take into account the cumulative tightening effect and policy lag; The inflation rate remains high and the risk of inflation is highly concerned; A tighter credit environment could weigh on economic activity; The rate hike decision was unanimously approved by the FOMC commissioners; The rate of reduction of the Fed's holdings in U.S. Treasury Bond and MBS will remain unchanged; The extent of the impact of the tightening credit environment is uncertain.</p><p><strong>2. Federal Reserve Chairman Powell: No clear decision has been made on whether to stop rate hike</strong></p><p>On May 3rd, local time, Federal Reserve Chairman Powell delivered a speech on the decision of rate hike that day at a press conference, saying that the Federal Reserve has not yet made a clear decision on whether to stop rate hike. Powell said that the current inflation rate in the United States is still well above the 2% target, and the Federal Reserve will \"rely on data\" to continue to formulate monetary policy, and it is still possible to continue rate hike in the future. He believes more data is needed to determine whether Federal Funds rate has sufficient austerity.</p><p><strong>3、<a href=\"https://laohu8.com/NW/2332290196\" title=\"美国白宫评估债务违约“末日”场景：股市下跌45%、830万人失业\" target=\"_blank\" class=\"\">US White House Assesses Debt Default 'Doomsday' Scenario: Stocks Drop 45%, 8.3 Million Lose Jobs</a></strong></p><p>The White House will release an assessment on Wednesday that will illustrate the consequences for the U.S. economy if Congress does not raise the debt ceiling. The White House Council of Economic Advisers (CEA) believes that ① a long-term default will lead to a \"doomsday scenario\" similar to the Great Recession, when 8.3 million people lose their jobs and the stock market will plummet by 45%. ② Short-term default will cause 500,000 people to lose their jobs, and the unemployment rate will rise by 0.3%. ③ If the negotiation is completed by the deadline (June 1st), 200,000 people may lose their jobs, and the unemployment rate may rise by 0.1%. In all three scenarios, U.S. economic growth would turn negative, with contractions ranging from 0.3% to 6.1%, which could lead to the start of a recession period.</p><p><p style=\"text-align: justify;\"><strong>Situation between Russia and Ukraine</strong></p><p><strong>1. Ukrainian presidential spokesman denied Ukraine's involvement in the attack on the Kremlin</strong></p><p>On May 3rd, local time, the Kremlin said, \"Ukraine attempted to attack the presidential residence of the Kremlin with drones in the early hours of this morning-two drones attacked, but the military and secret services used modern electronic warfare equipment to paralyze the drones. The drones and their debris that fell within the Kremlin did not cause casualties or property damage. Russian President Vladimir Putin was not injured, and the work arrangement did not change. It continued as usual\". \"President Putin himself was not in the Kremlin at the time of the Ukrainian drone attack,\" Russian presidential press secretary Peskov said. A Ukrainian presidential spokesman denied Ukraine was involved in the attack on the Kremlin.</p><p><strong>2. Russian media: Russian Duma lawmakers called for a missile strike on Zelensky's residence in response to Ukraine's attempted attack on the Kremlin</strong></p><p>According to a report by RIA Novosti on the 3rd, Mikhail Sheremet, a member of the Russian State Duma, called on the Russian army to carry out a missile strike on Ukrainian President Volodymyr Zelensky's official residence in Kyiv in an interview with the media, as a response to Ukraine's attempt to use drones to attack the Kremlin.</p><p><strong>3. Ukrainian President Volodymyr Zelenskyy holds talks with leaders of five Nordic countries</strong></p><p>On May 3, local time, Ukrainian President Volodymyr Zelenskyy held talks with the leaders of the five Nordic countries in Helsinki, Finland. The agenda of the talks included the support of Nordic countries to Ukraine and the development of Ukraine's relations with the EU and NATO. Finnish President Niinisto, Swedish Prime Minister Kristersson, Norwegian Prime Minister Steller, Danish Prime Minister Fraser Riksson and Icelandic Prime Minister Jakob Dottir attended the talks. In a joint statement, the Nordic leaders said they would continue to support Ukraine, were preparing new military assistance and also pledged to support Ukraine's reconstruction.</p><p><p style=\"text-align: justify;\"><strong>Company News</strong></p><p><strong>1. Westpac U.S. Bank is considering various strategic options including selling the bank</strong></p><p>Another regional bank in the United States is faltering after several banks failed. According to people familiar with the matter, Westpac U.S. Bank, a regional bank in the United States (<a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a>) has been considering several strategic options, including selling itself. PacWest has been working with a financial advisor and is already considering a spin-off or fundraising, people familiar with the matter said. While open to a sale, the bank has yet to initiate a formal tender process, people familiar with the matter said. The sale did not go well because not many potential buyers were interested in buying the entire Bank, which includes a community Bank called Pacific Western Bank and some commercial and consumer lending businesses, the sources said. Potential buyers may also need to put a large impairment loss on the loan, people familiar with the matter said. After the U.S. stock market, Westpac U.S. Bank plunged by more than 53%.</p><p><strong>2. Eli Lilly's Alzheimer's disease drugs can significantly delay cognitive and functional decline</strong></p><p>On Wednesday, Eastern Time, American pharmaceutical giant Eli Lilly and Company announced that its Alzheimer's disease drug Donanemab has achieved positive results in its Phase 3 clinical trial. Eli Lilly said Donanemab met all the goals of the trial. Among 1182 patients with early-stage Alzheimer's disease, compared with placebo, Donanemab can slow down the clinical decline of patients by 35%, and the decline of patients' daily self-care ability by 40%. Nearly half of the patients received Donanemab treatment. There was no progression of the disease within 1 year. Eli Lilly said that it will submit approval by global regulatory agencies as soon as possible, and expects to submit a marketing application to the U.S. Food and Drug Administration (FDA) before the end of June, and it is expected to be approved by the end of the year or early 2024.</p><p><strong>3、<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Talks with partners to invest up to 10 billion euros to build a chip plant in Germany</strong></p><p>TSMC is in talks with partners to invest up to 10 billion euros ($11 billion) to build a chip manufacturing plant in Germany, according to people familiar with the matter. TSMC, NXP, Bosch and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>The joint venture between will have a budget of at least 7 billion euros, including state subsidies, but could end up closer to 10 billion euros. TSMC said in an emailed statement to Reuters that the company was still evaluating the possibility of building a plant in Europe, but declined to comment further.</p><p>4、<a href=\"https://laohu8.com/NW/2332518815\" title=\"全球手机市场疲软，高通业绩指引大幅逊于预期，盘后一度跌超7%\" target=\"_blank\">Global mobile phone market is weak, Qualcomm's performance guidance is sharply worse than expected, and it once fell more than 7% after hours</a></p><p>Dragged down by the weakness of the global smartphone market, Qualcomm's adjusted revenue in the second fiscal quarter was USD 9.27 billion, down 17% year-on-year; For fiscal third-quarter revenue, Qualcomm gave guidance ranging from $8.18 billion to $8.90 billion, well below analysts' expectations of $9.25 billion. Qualcomm's U.S. stocks once fell by more than 7.5% after hours.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","QQQ":"纳指100ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","SPY":"标普500ETF","DOG":"道指ETF-ProShares做空","BK4588":"碎股","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","IVV":"标普500ETF-iShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175703742","content_text":"摘要：①美联储如期加息25个基点，鲍威尔称未定何时停止加息；②隔夜美股全线收跌，银行危机愈演愈烈，西太平洋银行盘后腰斩；③WTI油价亚太盘初跌超7%。海外行情1、美联储利率路径仍有悬念 美股集体收跌美股周三收跌。投资者继续权衡企业财报。美国4月ADP私营就业数据远超预期。美联储加息25个基点，并暗示可能暂停加息。但鲍威尔的一番讲话却令投资者心生疑虑，压制了市场风险偏好。美联储主席鲍威尔表示，仍然认为通胀过高，现在说加息周期结束还为时过早。这意味着美联储利率路径仍有悬念，投资者不确定接下来会发生什么。截至收盘，道琼斯指数跌0.8%，纳斯达克指数跌0.46%，标普500指数跌0.7%。油气板块跌幅居前，伊坎企业跌近20%，马拉松原油跌超5%，太阳石油、雪佛龙、森科能源跌超2%。大型科技股涨跌不一，亚马逊涨0.02%，特斯拉涨0.19%，微软跌0.33%，谷歌A涨0.09%，苹果跌0.65%。半导体板块普跌，AMD跌超9%，高通、恩智浦跌超2%，英伟达跌超1%。金融集团、地区性银行板块走低，摩根大通跌超2%，韦斯银行跌超9%，联信银行跌超4%。抗疫概念股走高，礼来涨超6%，诺瓦瓦克斯医药、阿斯利康涨超1%。西太平洋合众银行盘后股价一度暴跌近60%，欲出售却无人问津。2、热门中概股涨跌不一 蔚来涨超2%热门中概股涨跌不一，纳斯达克中国金龙指数跌0.24%。蔚来涨超2%，哔哩哔哩、京东、唯品会涨超1%，微博、爱奇艺小幅上涨。网易跌超1%，拼多多、小鹏汽车、理想汽车、百度、阿里巴巴小幅下跌。3、欧股主要指数收盘普涨 德国DAX30指数涨0.56%欧股主要指数收盘普涨，德国DAX30指数涨0.56%，英国富时100指数涨0.20%，法国CAC40指数涨0.28%，欧洲斯托克50指数涨0.36%。4、WTI油价亚太盘初跌超7%美国汽油和喷气式飞机燃料用油的需求呈现疲软迹象，加剧了投资者对全球经济正走向衰退的担忧，油价连跌三日且美油WTI今年累跌14%，CTA卖空狂潮令油价跌至两年来最严重超卖。WTI 6月原油期货收跌3.06美元，跌幅4.27%，报68.60美元/桶。布伦特7月期货收跌2.99美元，跌幅3.97%，报72.33美元/桶。美油WTI最深跌3.69美元或跌5.1%，一度失守68美元，创3月24日以来的近六周新低。国际布伦特最深跌3.61美元或跌4.8%，失守72美元，至3月20日来的逾六周最低。WTI原油期货亚太盘初跌超7.14%，最低触及63.70美元，延续周三收跌4.27%的表现，使得2023年迄今累计跌幅达到17%，表明OPEC+通过5月份开始减产石油以重拾市场掌控权的计划尚未奏效。5、纽约黄金期货周三收高0.7%纽约商品交易所6月交割的黄金期货价格上涨13.70美元，涨幅为0.7%，收于每盎司2037美元，创4月13日以来最活跃合约的最高收盘价。宏观新闻1、连续第10次加息！美联储如期加息25个基点美联储宣布加息25个基点，将联邦基金利率目标区间上调至5%-5.25%，符合预期。这是美联储今年的第三次加息，也是去年启动本轮加息进程以来的第十次加息。在此次加息之后，美联储本轮已经累计将利率调高了500个基点，联邦基金利率目标区间已升至5%-5.25%，是2001年3月以来的最高水平。美联储FOMC声明删除了此前暗示未来还会加息的措辞，称货币政策更紧缩的程度程度取决于经济状况。美联储政策声明称，将把累积紧缩效应和政策滞后性纳入考量；通胀率居高不下，高度关注通胀风险；信贷环境收紧可能会打压经济活动；加息决定得到FOMC委员一致通过；美联储对美国国债和MBS持仓的减持速度将保持不变；信贷环境收紧的影响程度不确定。2、美联储主席鲍威尔：尚未就是否停止加息作出明确决定当地时间5月3日，美联储主席鲍威尔在新闻发布会上就当天的加息决定发表讲话，表示美联储尚未就是否停止加息作出明确决定。鲍威尔称，美国目前通胀率仍然远高于2%的目标，美联储将“依赖数据”继续制定货币政策，未来仍有可能继续加息。他认为需要更多数据来决定联邦基金利率是否具有足够的紧缩作用。3、美国白宫评估债务违约“末日”场景：股市下跌45%、830万人失业美国白宫将在周三发布一份评估文件，其中将说明如果国会不提高债务上限，美国经济将遭受的后果。白宫经济顾问委员会（CEA）认为，①长期违约将导致类似大衰退的“末日场景”，届时830万人失业，股市将重挫45%。②短期违约将导致50万人失业，失业率上升0.3%。③如果在最后期限完成谈判（6月1日），可能会导致20万人失业，失业率上升0.1%。在这三种情况下，美国经济增长都将转为负增长，收缩幅度从0.3%到6.1%不等，这可能导致经济衰退期的开始。俄乌局势1、乌克兰总统发言人否认乌方参与袭击克里姆林宫当地时间5月3日，克里姆林宫方面表示，“乌克兰今天凌晨试图用无人机袭击克里姆林宫的总统官邸——有两架无人机进行了攻击，但军方和特勤部门利用现代电子战设备将无人机瘫痪。坠落在克里姆林宫范围内的无人机及其碎片没有造成人员伤亡和财产损失。俄罗斯总统普京没有受伤，工作安排没有改变，照常进行”。俄罗斯总统新闻秘书佩斯科夫表示，“乌克兰无人机袭击时普京总统本人不在克里姆林宫”。乌克兰总统发言人否认乌克兰参与了对克里姆林宫的袭击。2、俄媒：俄杜马议员呼吁对泽连斯基官邸进行导弹打击 回应乌方企图袭击克宫据俄新社3日报道，俄罗斯国家杜马议员米哈伊尔·谢列梅特接受该媒体采访时，呼吁俄军对乌克兰总统泽连斯基位于基辅的官邸进行导弹打击，作为对乌方企图使用无人机袭击克宫的回应。3、乌克兰总统泽连斯基与北欧五国领导人举行会谈当地时间5月3日，乌克兰总统泽连斯基在芬兰首都赫尔辛基与北欧五国领导人进行了会谈，会谈议程包括北欧国家对乌克兰的支持、乌克兰与欧盟及北约关系的发展等。芬兰总统尼尼斯托、瑞典首相克里斯特松、挪威首相斯特勒、丹麦首相弗雷泽里克森、冰岛总理雅各布斯多蒂尔参加了会谈。北欧国家领导人在联合声明中表示，他们将继续支持乌克兰，正在准备提供新的军事援助，还承诺支持乌克兰的重建。公司新闻1、美国西太平洋合众银行正考虑各种战略选择 包括出售该行在数家银行倒闭后，美国又有一家地区性银行摇摇欲坠。知情人士透露，美国地区性银行西太平洋合众银行(PacWest Bancorp)一直在考虑几个战略选项，包括将自身出售。知情人士称，PacWest一直在与一家财务顾问合作，已经在考虑分拆或融资。知情人士说，虽然对出售持开放态度，但该行尚未启动正式的招标程序。消息人士称，出售事宜并不顺利，因为没有多少潜在买家对买下整个银行感兴趣，该行旗下包括一家名为Pacific Western Bank的社区银行以及一些商业和消费贷款业务。知情人士说，潜在买家还可能需要对贷款计入一大笔减值损失。美股盘后，美国西太平洋合众银行大跌超53%。2、礼来阿尔茨海默病药物可显著延缓认知和功能衰退美东时间周三，美国医药巨头礼来公司宣布，其治疗阿尔茨海默病的药物Donanemab在3期临床试验中取得了积极成果。礼来表示，Donanemab达到了试验的所有目标。在1182名患有早期阿尔茨海默病的患者中，与安慰剂相比，Donanemab能够将患者临床衰退速度减缓35%，患者日常自理能力下降速度减缓40%，接近半数患者接受Donanemab治疗后1年内疾病未出现进展。礼来表示，将尽快进行全球监督管理机构提交审批，并预计将在6月底之前向美国食品药品监督管理局(FDA)递交上市申请，预计将在年底或2024年初获批。3、台积电与合作伙伴商谈投资至多100亿欧元在德国建芯片厂据知情人士称，台积电正与合作伙伴谈判，拟投资至多100亿欧元（110亿美元）在德国建造一个芯片制造厂。据报道，台积电、恩智浦、博世和英飞凌之间的合资企业将有至少70亿欧元的预算，包括国家补贴，但最终可能会接近100亿欧元。台积电在给路透社的一份电子邮件声明中说，公司仍在评估在欧洲建厂的可能性，但拒绝进一步置评。4、全球手机市场疲软，高通业绩指引大幅逊于预期，盘后一度跌超7%受全球智能手机市场疲软的拖累，高通第二财季调整后营收92.7亿美元，同比下降17%，；对于第三财季的营收，高通给出的指引范围是81.8亿至89.0亿美元，远低于分析师预期的92.5亿美元。高通美股盘后一度跌超7.5%。","news_type":1,"symbols_score_info":{"161125":0.9,"SPXU":0.9,"PSQ":0.9,"DOG":0.9,"QQQ":0.9,"YMmain":0.9,"DXD":0.9,"QLD":0.9,"DJX":0.9,"OEF":0.9,"MNQmain":0.9,".IXIC":0.9,"IVV":0.9,"SPY":0.9,".DJI":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658769487,"gmtCreate":1683124767550,"gmtModify":1683124767550,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658769487","repostId":"1104862242","repostType":2,"repost":{"id":"1104862242","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683120638,"share":"https://ttm.financial/m/news/1104862242?lang=en_US&edition=fundamental","pubTime":"2023-05-03 21:30","market":"us","language":"zh","title":"Opening | Three major U.S. stock indexes open higher, Estee Lauder falls more than 21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104862242","media":"老虎资讯综合","summary":"5月3日，美股开盘小幅上涨，道指涨0.13%，纳指涨0.14%，标普500指数涨0.06%，美联储将于北京时间周四凌晨2:00公布利率决议，市场预期加息25个基点。AMD跌超7%，Q1营收同比下滑9%","content":"<p><html><head></head><body>On May 3rd, U.S. stocks opened slightly higher, with the Dow rising by 0.13%, the Nasdaq rising by 0.14% and the S&P 500 rising by 0.06%. The Federal Reserve will announce its interest rate decision at 2: 00 a.m. Beijing time on Thursday, and the market expects a rate hike of 25 basis points.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83d5dc81d82a2c37737e9fdc4eeea3c3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD fell by more than 7%, Q1 revenue fell by 9% year-on-year to $5.4 billion, and net loss of $139 million turned from profit to loss year-on-year.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>Down nearly 5%, FY23 Q2 results were better than market expectations, and the company decided to reaffirm its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/LLY\">Lilly</a>Up 2.8%, after announcing that its late-stage trial of Alzheimer's disease drug Donanemab treatment has achieved positive results.</p><p><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>It fell by more than 21%, and it is expected that net sales for the year will fall by 10%-12%.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | Three major U.S. stock indexes open higher, Estee Lauder falls more than 21%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | Three major U.S. stock indexes open higher, Estee Lauder falls more than 21%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-03 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 3rd, U.S. stocks opened slightly higher, with the Dow rising by 0.13%, the Nasdaq rising by 0.14% and the S&P 500 rising by 0.06%. The Federal Reserve will announce its interest rate decision at 2: 00 a.m. Beijing time on Thursday, and the market expects a rate hike of 25 basis points.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83d5dc81d82a2c37737e9fdc4eeea3c3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD fell by more than 7%, Q1 revenue fell by 9% year-on-year to $5.4 billion, and net loss of $139 million turned from profit to loss year-on-year.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>Down nearly 5%, FY23 Q2 results were better than market expectations, and the company decided to reaffirm its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/LLY\">Lilly</a>Up 2.8%, after announcing that its late-stage trial of Alzheimer's disease drug Donanemab treatment has achieved positive results.</p><p><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>It fell by more than 21%, and it is expected that net sales for the year will fall by 10%-12%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","BK4558":"双十一","BK4183":"个人用品","EL":"雅诗兰黛","BK4588":"碎股","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104862242","content_text":"5月3日，美股开盘小幅上涨，道指涨0.13%，纳指涨0.14%，标普500指数涨0.06%，美联储将于北京时间周四凌晨2:00公布利率决议，市场预期加息25个基点。AMD跌超7%，Q1营收同比下滑9%至54亿美元，净亏损1.39亿美元同比由盈转亏。星巴克跌近5%，2023财年Q2业绩好于市场预期，公司决定重申全年业绩指引。礼来涨2.8%，此前公布其阿尔茨海默病药物Donanemab治疗的后期试验取得了积极成果。雅诗兰黛跌逾21%，预计全年净销售额降10%-12%。","news_type":1,"symbols_score_info":{".DJI":0.9,"EL":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658769252,"gmtCreate":1683124716077,"gmtModify":1683124716077,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658769252","repostId":"2332922503","repostType":2,"isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658769682,"gmtCreate":1683124674348,"gmtModify":1683124674348,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658769682","repostId":"2332494436","repostType":2,"repost":{"id":"2332494436","kind":"news","pubTimestamp":1683124417,"share":"https://ttm.financial/m/news/2332494436?lang=en_US&edition=fundamental","pubTime":"2023-05-03 22:33","market":"us","language":"zh","title":"First Republic Bank plummeted 90%! S&P Downgrades Its Rating to 'CC': Default 'Almost Certain'","url":"https://stock-news.laohu8.com/highlight/detail?id=2332494436","media":"新浪财经","summary":"5月3日，第一共和银行暴跌90%，标普周二将第一共和银行的垃圾级信用评级进一步下调，此前监管机构接管了这家银行，并向摩根大通出售了其资产。标普将该行评级从“B+”下调至“CC”，并表示预计第一共和银行","content":"<p><html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbbf32495b066ff83ae3fad253012f8\" title=\"\" tg-width=\"550\" tg-height=\"275\"/></p><p>On May 3, First Republic Bank plunged 90%, and S&P on Tuesday<a href=\"https://laohu8.com/S/FRCB\">First Republic Bank</a>The junk credit rating was further downgraded after regulators took over the bank and issued<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Sold its assets. S&P downgraded the bank's rating to \"CC\" from \"B +\" and said it expects First Republic's default to be \"almost certain\"<strong><span style=\"color:#562727;\" class=\"color-mark\">(Note: First Republic Bank code has been changed, from FRC to FRCB. First Republic Bank is trading on pink sheet!)</span></strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26f39b3e1021381d369fb1c8cfa3ea0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>S&P said that since JPMorgan Chase assumes the vast majority of First Republic's assets, it is highly likely that the bank will default on any other senior financial debt given the insufficient remaining asset base.</p><p>Standard & Poor's also downgraded First Republic Bank's subordinated debt and preferred shares's credit ratings from \"B-\" to \"D\".</p><p></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic Bank plummeted 90%! S&P Downgrades Its Rating to 'CC': Default 'Almost Certain'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFirst Republic Bank plummeted 90%! S&P Downgrades Its Rating to 'CC': Default 'Almost Certain'\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2023-05-03 22:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbbf32495b066ff83ae3fad253012f8\" title=\"\" tg-width=\"550\" tg-height=\"275\"/></p><p>On May 3, First Republic Bank plunged 90%, and S&P on Tuesday<a href=\"https://laohu8.com/S/FRCB\">First Republic Bank</a>The junk credit rating was further downgraded after regulators took over the bank and issued<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Sold its assets. S&P downgraded the bank's rating to \"CC\" from \"B +\" and said it expects First Republic's default to be \"almost certain\"<strong><span style=\"color:#562727;\" class=\"color-mark\">(Note: First Republic Bank code has been changed, from FRC to FRCB. First Republic Bank is trading on pink sheet!)</span></strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26f39b3e1021381d369fb1c8cfa3ea0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>S&P said that since JPMorgan Chase assumes the vast majority of First Republic's assets, it is highly likely that the bank will default on any other senior financial debt given the insufficient remaining asset base.</p><p>Standard & Poor's also downgraded First Republic Bank's subordinated debt and preferred shares's credit ratings from \"B-\" to \"D\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023050315315981f770b9&s=b\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2dbbf32495b066ff83ae3fad253012f8","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023050315315981f770b9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2332494436","content_text":"5月3日，第一共和银行暴跌90%，标普周二将第一共和银行的垃圾级信用评级进一步下调，此前监管机构接管了这家银行，并向摩根大通出售了其资产。标普将该行评级从“B+”下调至“CC”，并表示预计第一共和银行的违约“几乎是必然的”（注：第一共和银行代码已变更，由FRC变更为FRCB。第一共和银行在粉单交易了！）标普表示，由于摩根大通承担了第一共和银行的绝大部分资产，鉴于剩余资产基础不足，该银行极有可能在任何其他高级金融债务上违约。标普还将第一共和银行的次级债和优先股的信用评级从“B-”下调至“D”。","news_type":1,"symbols_score_info":{"FRCB":0.9}},"isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658463335,"gmtCreate":1682991144629,"gmtModify":1682991144629,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658463335","repostId":"1182075616","repostType":2,"repost":{"id":"1182075616","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682987368,"share":"https://ttm.financial/m/news/1182075616?lang=en_US&edition=fundamental","pubTime":"2023-05-02 08:29","market":"us","language":"zh","title":"Foreign media headlines | Again buried hidden dangers? First Republic Bank takeover approved","url":"https://stock-news.laohu8.com/highlight/detail?id=1182075616","media":"老虎资讯综合","summary":"美国监管部门考虑上调企业存款账户保额上限。","content":"<p><html><head></head><body><strong>The headlines that the global financial media paid common attention to last night and this morning mainly include:</strong></p><p><strong>1. First Republic Bank was taken under JPMorgan Chase, and criticism came one after another</strong><strong>2. U.S. regulatory authorities consider raising the upper limit of corporate deposit account insurance</strong><strong>3. IMF CEO: Rapidly rising interest rates have exposed the vulnerability of the banking industry</strong><strong>4. U.S. manufacturing activity shrank for sixth consecutive month, the longest since 2009</strong><strong>5. Stagflation will make it difficult for the Federal Reserve to ride a tiger, and the stock and bond markets will face pricing errors</strong><strong>6. Wilson, a well-known short on Wall Street: The Fed's hawkish signal may weigh on the stock market</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e28120e83d9ab97aebc9df98c5afa1e5\" title=\"\" tg-width=\"550\" tg-height=\"359\"/></p><p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/NW/1165574147\" title=\"第一共和银行被摩根大通收归麾下 批评之声接踵而至\" target=\"_blank\">First Republic Bank was taken under JPMorgan Chase, criticism followed</a></strong></p><p><p style=\"text-align: start;\">JPMorgan Chase agreed to buy First Republic Bank in the United States, prompted by the Biden administration. The deal, announced hours after US regulators officially took over First Republic, would make JPMorgan Chase, already the nation's largest bank, even bigger while minimizing losses to the FDIC's guaranteed funds. Previously, the banking industry tried to fill the financial loopholes of First Republic itself, but these efforts failed, and JPMorgan Chase eventually took over.</p><p><p style=\"text-align: start;\">Sen. Elizabeth Warren of Massachusetts tweeted,<strong>\"The collapse of First Republic shows that deregulation has made the problem of banks 'too big to fail' worse. A poorly supervised bank is bought by a larger bank, and it is the taxpayers who are ultimately locked up. Congress needs to make major changes to legislation to fix problems in the banking system.\"</strong></p><p><p style=\"text-align: start;\">Senate Banking Committee Chairman Sherrod Brown, D-Ohio, blamed the failure of First Republic Bank on the bank's \"high-risk behavior, unique business model and mismanagement.\"</p><p><p style=\"text-align: start;\">\"It's clear we need stronger guardrails,\" Brown said in a statement. \"We have to make large banks more resilient in the face of failures in order to maintain financial stability and ensure the competitive environment in the long run.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822cb4a1374d51f02ef1959a52a78ef4\" title=\"\" tg-width=\"550\" tg-height=\"267\"/></p><p><p style=\"text-align: start;\"><strong>US regulators consider raising the cap on insured corporate deposit accounts</strong></p><p><p style=\"text-align: start;\">The Federal Deposit Insurance Corporation (FDIC) wants to overhaul its deposit insurance program after several recent bank failures led to a partial outflow of deposit insurance funds.</p><p><p style=\"text-align: start;\">The FDIC currently has a maximum insured amount of $250,000 for most deposit accounts, and the agency listed three options Monday, highlighting the reasons for reforms due to technological changes and the high concentration of uninsured customers in the banking system.</p><p><p style=\"text-align: start;\">In the report, the FDIC said it was considering a shift to \"targeted coverage\", in which business accounts receive more insured than the current cap, which it believed would be the best option to ensure financial stability. However, such reforms require legislation by Congress. The FDIC said other options include keeping the existing cap on insured amounts unchanged or moving to covering all deposits.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca1494830e71843e1c60217ec518290e\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p><p style=\"text-align: start;\"><strong>IMF Managing Director: Rapidly Rising Interest Rates Expose Banking Vulnerability</strong></p><p><p style=\"text-align: start;\">International Monetary Fund (IMF) chief Kristalina Georgieva said the rapid rise in interest rates \"exposes the vulnerability of the financial sector\" and that the banking sector needs to be wary of more risks. Industry leaders need to \"anticipate the unexpected and be prepared to act when they happen, because they will come,\" Georgieva said in an interview on the sidelines of the Milken Institute Global Conference.</p><p><p style=\"text-align: start;\">\"What we've experienced over the past few years is a series of unimaginable events,\" Georgieva said, \"the pandemic, the war in Ukraine, the rapid spike in interest rates after years of low levels.\"</p><p><p style=\"text-align: start;\">Georgieva's statement came on Monday as U.S. regulators continued their efforts to boost a banking sector hit by the Fed's aggressive rate hike and accelerated withdrawals from depositors. First Republic Bank became the fourth regional bank to fail since the banking turmoil began in March. The Federal Deposit Insurance Corp. arranged over the weekend to sell it to JPMorgan.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a02c0f94b49ab1d763363aab4a3797b\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>U.S. manufacturing activity contracts for sixth straight month, longest since 2009</strong></p><p><p style=\"text-align: start;\">U.S. manufacturing activity contracted for the sixth straight month in April, the longest since 2009, indicating that the sector's sluggish momentum will be difficult to reverse.</p><p><p style=\"text-align: start;\">The manufacturing index (2573.741, 22.59, 0.89%) rose to 47.1 last month from a nearly three-year low of 46.3 the previous month, according to data released Monday by the Institute for Supply Management (ISM). A reading below 50 indicates that activity is in a state of atrophy. A measure of the price paid for raw materials rebounded to its highest level since July last year. Crude oil prices recovered earlier last month, but recently cooled by demand worries.</p><p><p style=\"text-align: start;\">Data released last week showed that the inflation gauge valued by the Federal Reserve soared in March. The central bank is expected to rate hike 25 basis points this week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb6d40a2f2c63c7c25f31344e0ad0e1\" title=\"\" tg-width=\"550\" tg-height=\"366\"/></p><p><p style=\"text-align: start;\"><strong>Stagflation will make the Fed ride a tiger, stock and bond markets face pricing errors</strong></p><p><p style=\"text-align: start;\">U.S. financial markets are caught in a tug-of-war between inflation and recession fears, and investors are trying to guess what the Fed will do next, but they may be ignoring a more dangerous outcome: stagflation.</p><p><p style=\"text-align: start;\">The overlap of economic slowdown and persistent inflation may quench the hopes of the Federal Reserve to reverse its tightening policy, and lead to a series of assets being mispriced, reversing the rally of stock markets, credit markets and other risky assets this year.</p><p><p style=\"text-align: start;\">This is what some economists call \"mild stagflation\". For fund managers who have not yet fully emerged from the shadow of the double killing of stocks and bonds in 2022, such a macroeconomic environment is troubling.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547dfcb42bd1bd4301bd79cf5cef6c64\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>Wilson, a well-known Wall Street bear: Hawkish Fed signals could weigh on stocks</strong></p><p><p style=\"text-align: start;\">Stocks investors who are also hoping that the Fed will cut interest rates in the second half of the year could be disappointed later this week, according to Michael Wilson, a firm bear on Wall Street and strategist at Morgan Stanley.</p><p><p style=\"text-align: start;\">Markets expect the Federal Reserve to rate hike on Wednesday, which will mark its 10th consecutive rate hike since last March. \"If the message at this meeting is more hawkish, there could be short-term negative effects on the stock market,\" Wilson wrote in a note.</p><p><p style=\"text-align: start;\">Wilson believes that Morgan Stanley economists expect a pause in rate hike later this year, and bond market expectations for rate cuts will also become more in line with Morgan Stanley economists' views if supported by Federal Reserve Chairman Jerome Powell's speech.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines | Again buried hidden dangers? First Republic Bank takeover approved</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines | Again buried hidden dangers? First Republic Bank takeover approved\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-02 08:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>The headlines that the global financial media paid common attention to last night and this morning mainly include:</strong></p><p><strong>1. First Republic Bank was taken under JPMorgan Chase, and criticism came one after another</strong><strong>2. U.S. regulatory authorities consider raising the upper limit of corporate deposit account insurance</strong><strong>3. IMF CEO: Rapidly rising interest rates have exposed the vulnerability of the banking industry</strong><strong>4. U.S. manufacturing activity shrank for sixth consecutive month, the longest since 2009</strong><strong>5. Stagflation will make it difficult for the Federal Reserve to ride a tiger, and the stock and bond markets will face pricing errors</strong><strong>6. Wilson, a well-known short on Wall Street: The Fed's hawkish signal may weigh on the stock market</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e28120e83d9ab97aebc9df98c5afa1e5\" title=\"\" tg-width=\"550\" tg-height=\"359\"/></p><p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/NW/1165574147\" title=\"第一共和银行被摩根大通收归麾下 批评之声接踵而至\" target=\"_blank\">First Republic Bank was taken under JPMorgan Chase, criticism followed</a></strong></p><p><p style=\"text-align: start;\">JPMorgan Chase agreed to buy First Republic Bank in the United States, prompted by the Biden administration. The deal, announced hours after US regulators officially took over First Republic, would make JPMorgan Chase, already the nation's largest bank, even bigger while minimizing losses to the FDIC's guaranteed funds. Previously, the banking industry tried to fill the financial loopholes of First Republic itself, but these efforts failed, and JPMorgan Chase eventually took over.</p><p><p style=\"text-align: start;\">Sen. Elizabeth Warren of Massachusetts tweeted,<strong>\"The collapse of First Republic shows that deregulation has made the problem of banks 'too big to fail' worse. A poorly supervised bank is bought by a larger bank, and it is the taxpayers who are ultimately locked up. Congress needs to make major changes to legislation to fix problems in the banking system.\"</strong></p><p><p style=\"text-align: start;\">Senate Banking Committee Chairman Sherrod Brown, D-Ohio, blamed the failure of First Republic Bank on the bank's \"high-risk behavior, unique business model and mismanagement.\"</p><p><p style=\"text-align: start;\">\"It's clear we need stronger guardrails,\" Brown said in a statement. \"We have to make large banks more resilient in the face of failures in order to maintain financial stability and ensure the competitive environment in the long run.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822cb4a1374d51f02ef1959a52a78ef4\" title=\"\" tg-width=\"550\" tg-height=\"267\"/></p><p><p style=\"text-align: start;\"><strong>US regulators consider raising the cap on insured corporate deposit accounts</strong></p><p><p style=\"text-align: start;\">The Federal Deposit Insurance Corporation (FDIC) wants to overhaul its deposit insurance program after several recent bank failures led to a partial outflow of deposit insurance funds.</p><p><p style=\"text-align: start;\">The FDIC currently has a maximum insured amount of $250,000 for most deposit accounts, and the agency listed three options Monday, highlighting the reasons for reforms due to technological changes and the high concentration of uninsured customers in the banking system.</p><p><p style=\"text-align: start;\">In the report, the FDIC said it was considering a shift to \"targeted coverage\", in which business accounts receive more insured than the current cap, which it believed would be the best option to ensure financial stability. However, such reforms require legislation by Congress. The FDIC said other options include keeping the existing cap on insured amounts unchanged or moving to covering all deposits.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca1494830e71843e1c60217ec518290e\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p><p style=\"text-align: start;\"><strong>IMF Managing Director: Rapidly Rising Interest Rates Expose Banking Vulnerability</strong></p><p><p style=\"text-align: start;\">International Monetary Fund (IMF) chief Kristalina Georgieva said the rapid rise in interest rates \"exposes the vulnerability of the financial sector\" and that the banking sector needs to be wary of more risks. Industry leaders need to \"anticipate the unexpected and be prepared to act when they happen, because they will come,\" Georgieva said in an interview on the sidelines of the Milken Institute Global Conference.</p><p><p style=\"text-align: start;\">\"What we've experienced over the past few years is a series of unimaginable events,\" Georgieva said, \"the pandemic, the war in Ukraine, the rapid spike in interest rates after years of low levels.\"</p><p><p style=\"text-align: start;\">Georgieva's statement came on Monday as U.S. regulators continued their efforts to boost a banking sector hit by the Fed's aggressive rate hike and accelerated withdrawals from depositors. First Republic Bank became the fourth regional bank to fail since the banking turmoil began in March. The Federal Deposit Insurance Corp. arranged over the weekend to sell it to JPMorgan.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a02c0f94b49ab1d763363aab4a3797b\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>U.S. manufacturing activity contracts for sixth straight month, longest since 2009</strong></p><p><p style=\"text-align: start;\">U.S. manufacturing activity contracted for the sixth straight month in April, the longest since 2009, indicating that the sector's sluggish momentum will be difficult to reverse.</p><p><p style=\"text-align: start;\">The manufacturing index (2573.741, 22.59, 0.89%) rose to 47.1 last month from a nearly three-year low of 46.3 the previous month, according to data released Monday by the Institute for Supply Management (ISM). A reading below 50 indicates that activity is in a state of atrophy. A measure of the price paid for raw materials rebounded to its highest level since July last year. Crude oil prices recovered earlier last month, but recently cooled by demand worries.</p><p><p style=\"text-align: start;\">Data released last week showed that the inflation gauge valued by the Federal Reserve soared in March. The central bank is expected to rate hike 25 basis points this week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb6d40a2f2c63c7c25f31344e0ad0e1\" title=\"\" tg-width=\"550\" tg-height=\"366\"/></p><p><p style=\"text-align: start;\"><strong>Stagflation will make the Fed ride a tiger, stock and bond markets face pricing errors</strong></p><p><p style=\"text-align: start;\">U.S. financial markets are caught in a tug-of-war between inflation and recession fears, and investors are trying to guess what the Fed will do next, but they may be ignoring a more dangerous outcome: stagflation.</p><p><p style=\"text-align: start;\">The overlap of economic slowdown and persistent inflation may quench the hopes of the Federal Reserve to reverse its tightening policy, and lead to a series of assets being mispriced, reversing the rally of stock markets, credit markets and other risky assets this year.</p><p><p style=\"text-align: start;\">This is what some economists call \"mild stagflation\". For fund managers who have not yet fully emerged from the shadow of the double killing of stocks and bonds in 2022, such a macroeconomic environment is troubling.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547dfcb42bd1bd4301bd79cf5cef6c64\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>Wilson, a well-known Wall Street bear: Hawkish Fed signals could weigh on stocks</strong></p><p><p style=\"text-align: start;\">Stocks investors who are also hoping that the Fed will cut interest rates in the second half of the year could be disappointed later this week, according to Michael Wilson, a firm bear on Wall Street and strategist at Morgan Stanley.</p><p><p style=\"text-align: start;\">Markets expect the Federal Reserve to rate hike on Wednesday, which will mark its 10th consecutive rate hike since last March. \"If the message at this meeting is more hawkish, there could be short-term negative effects on the stock market,\" Wilson wrote in a note.</p><p><p style=\"text-align: start;\">Wilson believes that Morgan Stanley economists expect a pause in rate hike later this year, and bond market expectations for rate cuts will also become more in line with Morgan Stanley economists' views if supported by Federal Reserve Chairman Jerome Powell's speech.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b509c30e46e6854ed8118e95f2566e7","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182075616","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、第一共和银行被摩根大通收归麾下 批评之声接踵而至2、美国监管部门考虑上调企业存款账户保额上限3、IMF总裁：快速上升的利率令银行业脆弱性暴露无遗4、美国制造业活动连续第六个月萎缩 创下2009年以来最长纪录5、滞胀将令美联储骑虎难下 股债市场面临定价错误6、华尔街知名空头Wilson：美联储鹰派信号可能打压股市第一共和银行被摩根大通收归麾下 批评之声接踵而至在拜登政府推动下，摩根大通同意收购美国第一共和银行（First Republic Bank）。这笔交易在美国监管机构正式接管第一共和几小时后宣布，此举将令本来就是美国第一大银行的摩根大通体量变得更为庞大，同时还能将联邦存款保险公司（FDIC）的担保基金受到的损失减到最小。之前银行业曾经试图自己给第一共和补上财务漏洞，但这些努力宣告失败，最终由摩根大通出手接盘。马萨诸塞州参议员伊丽莎白·沃伦发布推文称，“第一共和的倒闭表明放松管制让银行‘大到不能倒’的问题变得更加严重，一家监管不力的银行被一家更大的银行收购，最终套牢的还是纳税人。国会需要对立法进行重大改革，以修复银行体系的问题。”参议院银行委员会主席，俄亥俄州民主党人Sherrod Brown将第一共和银行的倒闭归咎于该行的“高风险行为，独特的商业模式和管理不善”。“很明显我们需要更强大的护栏，” Brown在一份声明中说。 “我们必须让大型银行面对倒闭事件更有韧性，以便长期维护金融稳定并确保竞争环境。”美国监管部门考虑上调企业存款账户保额上限在最近数起银行倒闭事件导致存款保险基金部分外流后，美国联邦存款保险公司（FDIC）希望全面改革存款保险计划。目前FDIC对大多数存款账户的最高保额为25万美元，该机构周一列出了三个选项，强调改革的原因是技术变革以及银行体系中未保险客户高度集中。FDIC在报告中表示，考虑转向“定向覆盖”方式，即企业帐户获得比当前上限更多的保额，其认为这将是确保金融稳定的最佳选择。然而，这种改革需要国会立法。FDIC表示其他选项包括维持现有保额上限不变，或转向覆盖所有存款。IMF总裁：快速上升的利率令银行业脆弱性暴露无遗国际货币基金组织（IMF）总裁克里斯塔利娜·格奥尔基耶娃表示，利率的快速上升“暴露了金融部门的脆弱性”，而且银行业需要警惕更多风险。业界领袖需要“预见意外，并准备好在发生时采取行动，因为它们会来的，” 格奥尔基耶娃在参加Milken Institute Global Conference期间接受采访时表示。“过去几年我们经历的是一系列无法想象的事件，” 格奥尔基耶娃说，“疫情、在乌克兰的战争、利率保持多年低位后迅速飙升。”就在格奥尔基耶娃做出此番表态的周一，美国监管机构仍在继续努力提振因美联储激进加息和储户加速提款而受到冲击的银行业。第一共和银行成为3月银行业动荡开始以来第四家倒闭的地区性银行。联邦存款保险公司周末安排将其出售给摩根大通。美国制造业活动连续第六个月萎缩 创下2009年以来最长纪录美国4月制造业活动连续第六个月萎缩，创下2009年以来最长纪录，表明该行业萎靡势头难以扭转。供应管理协会（ISM）周一发布的数据显示，上月制造业指数(2573.741, 22.59, 0.89%)从前月的近三年低点46.3升至47.1。读数低于50表明活动处于萎缩状态。衡量原材料支付价格的指标反弹至去年7月以来的最高水平。原油价格上月早些时候一度回升，但最近因需求之忧降温。上周公布的数据显示，美联储看重的通胀指标3月劲升。预计央行本周将加息25个基点。滞胀将令美联储骑虎难下 股债市场面临定价错误美国金融市场陷入通货膨胀与衰退担忧的拉锯，投资者试图猜测美联储下一步动作，但他们可能忽视了一个更危险的结果：滞胀。经济放缓叠和持续的通胀或将扑灭美联储扭转紧缩政策的希望，并导致一系列资产被错误定价，扭转今年股市、信用市场及其他风险资产的涨势。这是一些经济学家所说的“轻度滞胀”，对于还没有完全从2022年股债双杀阴影中走出来的基金经理而言，这样的宏观经济环境令人不安。华尔街知名空头Wilson：美联储鹰派信号可能打压股市华尔街坚定空头、摩根士丹利策略师Michael Wilson表示，还寄希望美联储在下半年降息的股市投资者可能会在本周晚些时候失望。市场预计美联储将在周三加息，这将是自去年3月以来连续第10次加息。Wilson在一份报告中写道：“如果这次会议上传达的信息更加鹰派，可能会对股市带来短期负面影响。”威尔逊认为，摩根士丹利经济学家预计今年晚些时候将暂停加息，如果得到美联储主席杰罗姆·鲍威尔讲话的支持，债券市场对降息的预期也将变得更加符合摩根士丹利经济学家的观点。","news_type":1,"symbols_score_info":{"FRC":0.9,"FRCB":0.9}},"isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658463003,"gmtCreate":1682990991804,"gmtModify":1682990991804,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"🍢","listText":"🍢","text":"🍢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658463003","repostId":"1137715647","repostType":2,"isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658102243,"gmtCreate":1682435956084,"gmtModify":1682435956084,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658102243","repostId":"1159246284","repostType":2,"repost":{"id":"1159246284","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682429344,"share":"https://ttm.financial/m/news/1159246284?lang=en_US&edition=fundamental","pubTime":"2023-04-25 21:29","market":"us","language":"zh","title":"Opening | U.S. stocks open low, regional bank stocks generally fell, Pinduoduo fell more than 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159246284","media":"老虎资讯综合","summary":"道琼斯指数开盘下跌29.86点，跌幅0.09%，报33845.54点。","content":"<p><html><head></head><body>On April 25th (Tuesday), the S&P 500 index opened down 18.09 points, or 0.44%, at 4,118.95 points; The Nasdaq Composite Index opened down 69.52 points, or 0.58%, at 11,967.68; The Dow opened down 29.86 points, or 0.09%, at 33,845.54.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ced1d3acb207239617a1ca41a2d4af4a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Most regional bank stocks fell, with First Republic Bank falling by about 24%, Q1 net profit falling by 33% year-on-year, and total deposits falling by more than 40%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6a5862b748adfa27f5c90666d4007cf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Spotify rose more than 10%, Q1 revenue increased 14% year-on-year to 3.042 billion euros, monthly active users increased 22% year-on-year to 515 million, and paid users increased 15% year-on-year to 210 million.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7331210fff368eec710f2c4621621392\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Nasdaq China's Golden Dragon Index fell by more than 2% at the beginning of the session, most popular Chinese stocks fell, Pinduoduo and Netease fell by more than 3%, and JD.COM and Baidu fell by more than 2%.<br/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b21b0fa9c091c119274818dc9dd7be\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><br/>Mingchuang Youpin rose by nearly 2%. The company expects the adjusted net profit in the first quarter to be no less than 400 million yuan, a year-on-year increase of no less than 260%.</p><p>Novartis rose nearly 5%, Q1 revenue increased 3% year-on-year to $12.95 billion, and net profit increased 3% year-on-year to $2.294 billion; Raised revenue guidance for the current fiscal year to mid-single digit growth.</p><p>The new energy vehicle sector of U.S. stocks fell, with Nio falling 4%, Tesla falling 2%, and Li Auto and XPeng Motors falling 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e7ba154d49a3000ad9362566826455c\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | U.S. stocks open low, regional bank stocks generally fell, Pinduoduo fell more than 3%</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | U.S. stocks open low, regional bank stocks generally fell, Pinduoduo fell more than 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-25 21:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 25th (Tuesday), the S&P 500 index opened down 18.09 points, or 0.44%, at 4,118.95 points; The Nasdaq Composite Index opened down 69.52 points, or 0.58%, at 11,967.68; The Dow opened down 29.86 points, or 0.09%, at 33,845.54.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ced1d3acb207239617a1ca41a2d4af4a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Most regional bank stocks fell, with First Republic Bank falling by about 24%, Q1 net profit falling by 33% year-on-year, and total deposits falling by more than 40%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6a5862b748adfa27f5c90666d4007cf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Spotify rose more than 10%, Q1 revenue increased 14% year-on-year to 3.042 billion euros, monthly active users increased 22% year-on-year to 515 million, and paid users increased 15% year-on-year to 210 million.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7331210fff368eec710f2c4621621392\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Nasdaq China's Golden Dragon Index fell by more than 2% at the beginning of the session, most popular Chinese stocks fell, Pinduoduo and Netease fell by more than 3%, and JD.COM and Baidu fell by more than 2%.<br/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b21b0fa9c091c119274818dc9dd7be\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><br/>Mingchuang Youpin rose by nearly 2%. The company expects the adjusted net profit in the first quarter to be no less than 400 million yuan, a year-on-year increase of no less than 260%.</p><p>Novartis rose nearly 5%, Q1 revenue increased 3% year-on-year to $12.95 billion, and net profit increased 3% year-on-year to $2.294 billion; Raised revenue guidance for the current fiscal year to mid-single digit growth.</p><p>The new energy vehicle sector of U.S. stocks fell, with Nio falling 4%, Tesla falling 2%, and Li Auto and XPeng Motors falling 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e7ba154d49a3000ad9362566826455c\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159246284","content_text":"4月25日（周二），标普500指数开盘下跌18.09点，跌幅0.44%，报4118.95点；纳斯达克综合指数开盘下跌69.52点，跌幅0.58%，报11967.68点；道琼斯指数开盘下跌29.86点，跌幅0.09%，报33845.54点。地区性银行股多数走低，第一共和银行跌约24%，Q1净利润同比下滑33%，总存款下降超40%。Spotify涨超10%，Q1营收同比增长14%至30.42亿欧元，月活用户同比增长22%至5.15亿，付费用户同比增长15%至2.1亿。纳斯达克中国金龙指数盘初跌超2%，热门中概股多数走低，拼多多、网易跌超3%，京东、百度跌超2%。名创优品涨近2%，公司预计第一季度经调整净利润不低于4亿元，同比增长不低于260%。诺华涨近5%，Q1营收同比增长3%至129.5亿美元，净利润同比增长3%至22.94亿美元；上调本财年营收指引至中个位数增长。美股新能源车板块走低，蔚来跌4%，特斯拉跌2%，理想汽车、小鹏汽车跌1%。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658102906,"gmtCreate":1682435810906,"gmtModify":1682435810906,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548242306046140","idStr":"3548242306046140"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658102906","repostId":"1101749948","repostType":2,"repost":{"id":"1101749948","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682434484,"share":"https://ttm.financial/m/news/1101749948?lang=en_US&edition=fundamental","pubTime":"2023-04-25 22:54","market":"us","language":"zh","title":"New car-making forces collectively declined, Tesla gradually pulled up and turned up","url":"https://stock-news.laohu8.com/highlight/detail?id=1101749948","media":"老虎资讯综合","summary":"周二，美股新能源汽车板块走势分化，截至发稿，蔚来跌约7%，小鹏汽车跌近6%，理想汽车跌近5%；特斯拉则短线拉升，截至发稿已由跌转涨。消息面上，在马斯克一顿迅猛减价操作下，特斯拉Model Y SUV最","content":"<p><html><head></head><body>On Tuesday, the trend of new energy vehicle sector in U.S. stocks differentiated. As of press time, Nio fell about 7%, XPeng fell nearly 6%, and Li Auto fell nearly 5%;<strong>Tesla has risen in the short term, and as of press time, it has turned from falling to rising.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba516ea017c0dc1d03d76af1e319bbb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>On the news, under Musk's rapid price reduction operation, the cheapest version of Tesla's Model Y SUV is now selling for less than the average price of new cars in the United States. The Model Y base costs $46,990 today, which is $759 less than the average price of a sedan or truck in the United States. Since the middle of last year, the spread between the two has moved by more than $20,000.</p><p>Morgan Stanley analyst Adam Jonas said last week that Musk's price cuts in the U.S. were so aggressive that it could lead some automakers to slow down their investment in the EV space rather than engage in a price war with Tesla in an uncertain economic environment. \"We're thinking about whether this is the 'moment' when the boards of established OEMs can reconsider slowing EV capex and research and development plans.\"</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New car-making forces collectively declined, Tesla gradually pulled up and turned up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew car-making forces collectively declined, Tesla gradually pulled up and turned up\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-25 22:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, the trend of new energy vehicle sector in U.S. stocks differentiated. As of press time, Nio fell about 7%, XPeng fell nearly 6%, and Li Auto fell nearly 5%;<strong>Tesla has risen in the short term, and as of press time, it has turned from falling to rising.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba516ea017c0dc1d03d76af1e319bbb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>On the news, under Musk's rapid price reduction operation, the cheapest version of Tesla's Model Y SUV is now selling for less than the average price of new cars in the United States. The Model Y base costs $46,990 today, which is $759 less than the average price of a sedan or truck in the United States. Since the middle of last year, the spread between the two has moved by more than $20,000.</p><p>Morgan Stanley analyst Adam Jonas said last week that Musk's price cuts in the U.S. were so aggressive that it could lead some automakers to slow down their investment in the EV space rather than engage in a price war with Tesla in an uncertain economic environment. \"We're thinking about whether this is the 'moment' when the boards of established OEMs can reconsider slowing EV capex and research and development plans.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101749948","content_text":"周二，美股新能源汽车板块走势分化，截至发稿，蔚来跌约7%，小鹏汽车跌近6%，理想汽车跌近5%；特斯拉则短线拉升，截至发稿已由跌转涨。消息面上，在马斯克一顿迅猛减价操作下，特斯拉Model Y SUV最便宜的版本如今售价低于美国新车平均价格。Model Y基本款如今售价46,990美元，较美国轿车或卡车的平均价格低759美元。自去年年中以来，两者的价差变动幅度已超2万美元。摩根士丹利分析师Adam Jonas上周表示，马斯克在美国的降价行动如此激进，可能导致一些汽车制造商放慢对电动汽车领域的投资步伐，而不是在不确定的经济环境下与特斯拉展开价格战。“我们正在思考，这是否是老牌整车制造商的董事会可以重新考虑放缓电动汽车资本支出和研发计划的‘时刻’。”","news_type":1,"symbols_score_info":{"NIO":0.9,"XPEV":0.9,"TSLA":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}