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benben82

benben82

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2025-07-22

$Grab Holdings(GRAB)$

2023-01-07

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Hit CES 2023: Intelligent driving becomes a battleground, chip and lidar manufacturers show off their 'muscles'

02-13

$Grab Holdings(GRAB)$

01-08

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2025-09-18

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2025-09-16

$白银ETF(iShares)(SLV)$

2025-04-01

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2023-04-06

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Breaking news! Open AI releases ChatGPT security methods

2023-04-04

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U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Over 0.5%; S&P 500 Stayed Flat While Nasdaq Fell Nearly 1%

2023-03-30

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Large Options Orders | Bubble or Opportunity? Institutions recommend buying Nvidia; JPMorgan calls for Alibaba to double in value; will the spin-off change the valuation logic?

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08:40","market":"hk","language":"zh","title":"Breaking news! Microsoft's open-source Deep Speed Chat allows everyone to own ChatGPT!","url":"https://stock-news.laohu8.com/highlight/detail?id=2327971959","media":"AIGC开放社区","summary":"用户通过Deep Speed Chat提供的“傻瓜式”操作，能以最短的时间、最高效的成本训练类ChatGPT大语言模型，这标志着一个人手一个ChatGPT的时代要来了。4月12日，微软宣布开源了Dee","content":"<p><html><head></head><body>Users can train ChatGPT-like large language models in the shortest time and at the most efficient cost through the \"foolproof\" operation provided by Deep Speed Chat, which marks the arrival of an era where everyone has a ChatGPT. On April 12,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Deep Speed Chat has been announced as open-source, helping users easily train large language models like ChatGPT, making it possible for everyone to own their own ChatGPT! (Open source address: https://github.com/microsoft/DeepSpeed)</p><p>It is understood that Deep Speed Chat is developed based on Microsoft's Deep Speed Deep learning optimization library. It has functions such as training and reinforcement reasoning, and also uses RLHF (Reinforcement Learning with Human Feedback Mechanism) technology, which can increase training Speed by more than 15 times while significantly reducing costs. For example, a ChatGPT-like model with 13 billion parameters can be trained in just 1.25 hours.</p><p>Simply put,<strong>Users can train ChatGPT-like large language models in the shortest time and at the most efficient cost through the \"foolproof\" operation provided by Deep Speed Chat, which marks the arrival of an era where everyone has a ChatGPT.</strong></p><p><h2>Why is Microsoft open source? Deep Speed Chat</h2>ChatGPT swept the globe in just a few months, becoming the fastest-growing consumer application in history and playing an important role in promoting global economic development and technological research and development. Many businesses and individual users are eager to participate in this AI technological revolution, but due to the huge resources and financial investment, they can only hesitate.</p><p>Even though the open-source field has launched excellent ChatGPT-like projects such as LLaMa, Alpaca, Vicuna, and Databricks-Dolly,<strong>The lack of an end-to-end, scalable RLHF-based system makes training powerful ChatGPT-like models extremely difficult.</strong>。</p><p>For example, training a ChatGPT-like model with 6.7 billion parameters using the aforementioned open-source project typically requires expensive multi-card to multi-node GPU clusters, but these resources are difficult for most scientists, small businesses, and individual developers to obtain.</p><p><strong>Even with such resources, the training efficiency of existing open-source systems is typically less than 5% of the maximum efficiency these machines can achieve.</strong>。</p><p>Now, Deep Speed Chat solves problems such as resources and algorithms, and easily and efficiently trains state-of-the-art ChatGPT-like models with hundreds of billions of parameters.</p><p><h2>Deep Speed Chat Brief introduction of technology</h2>The training of the ChatGPT model is based on the RLHF method in the InstructGPT paper, which makes existing deep learning systems have various limitations when training ChatGPT models. Now, Deep Speed Chat can overcome these training bottlenecks and achieve optimal results.</p><p><strong>Deep Speed Chat has three core functions: reinforced inference, RLHF module, and RLHF system.</strong></p><p><strong>Simplify training and reinforcement reasoning for ChatGPT-type models:</strong>Multiple training steps can be implemented with just one script, including using a pre-trained model with Huggingface and running all three steps of InstructGPT training using the DeepSpeed-RLHF system to generate your own ChatGPT-like model. In addition, an easy-to-use inference API is provided for testing conversation performance after model training.</p><p><strong>Deep Speed RLHF Module:</strong>DeepSpeed-RLHF replicates the training pattern in the InstructGPT paper and ensures that three steps, including: a) supervised fine-tuning (SFT), b) reward model fine-tuning, and c) human feedback-based reinforcement learning (RLHF), correspond to it. In addition, data abstraction and hybridization functions are provided to support users in training using multiple data sources from different sources.</p><p><strong>DeepSpeed-RLHF System:</strong>Integrate DeepSpeed's training and inference capabilities into a unified Hybrid Engine (DeepSpeed Hybrid Engine or DeepSpeed-HE) for RLHF training. DeepSpeed-HE is able to seamlessly switch between Inference and training modes in RLHF, enabling it to take advantage of various optimizations from DeepSpeed-Inference.</p><p>For example, tensor parallel computing and high-performance CUDA operators are used for language generation, while the training part can also benefit from ZeRO- and LoRA-based memory optimization strategies. DeepSpeed-HE can be performed automatically at different stages of RLHF<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Memory management and data caching.</p><p>In addition, Deep Speed Chat excels in terms of cost, efficiency, and scalability.</p><p><strong>Efficient and cost-effective:</strong>An OPT-13B model can be trained in just 9 hours and an OPT-30B model in just 18 hours on the Azure cloud. These two training sessions cost less than $300 and $600, respectively.</p><p><strong>Excellent scalability:</strong>It can support training models with hundreds of billions of parameters and demonstrates excellent scalability on multi-node, multi-GPU systems. Therefore, even a model with 13 billion parameters can be trained in just 1.25 hours. For a model with 175 billion parameters, training using Deep Speed Chat takes less than a day.</p><p>Note: Training time and costs vary when training on Azure due to different GPUs.</p><p><h2>The era of nationwide ChatGPT has arrived.</h2>To use a somewhat inappropriate analogy, Microsoft's open-source Deep Speed Chat is like the internet back then. In order to accelerate its development, it lowered the price of desktops so that ordinary users could also own their own computers.</p><p>Only when more users participate can the entire industry ecosystem grow and develop rapidly. Therefore, Microsoft's open source has played a crucial role in promoting the development of the entire ChatGPT ecosystem, enabling everyone to own their own ChatGPT.</p><p>Currently, ChatGPT is in its early stages of development and faces security risks, data privacy, and ethical issues. It is believed that as the number of participating users increases, these problems will be effectively solved, thereby contributing to global economic development.</p><p></body></html></p>","source":"lsy1680749794970","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>Breaking news! Microsoft's open-source Deep Speed Chat allows everyone to own ChatGPT!</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\">\nBreaking news! Microsoft's open-source Deep Speed Chat allows everyone to own ChatGPT!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AIGC开放社区</strong><span class=\"h-time small\">2023-04-13 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Users can train ChatGPT-like large language models in the shortest time and at the most efficient cost through the \"foolproof\" operation provided by Deep Speed Chat, which marks the arrival of an era where everyone has a ChatGPT. On April 12,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Deep Speed Chat has been announced as open-source, helping users easily train large language models like ChatGPT, making it possible for everyone to own their own ChatGPT! (Open source address: https://github.com/microsoft/DeepSpeed)</p><p>It is understood that Deep Speed Chat is developed based on Microsoft's Deep Speed Deep learning optimization library. It has functions such as training and reinforcement reasoning, and also uses RLHF (Reinforcement Learning with Human Feedback Mechanism) technology, which can increase training Speed by more than 15 times while significantly reducing costs. For example, a ChatGPT-like model with 13 billion parameters can be trained in just 1.25 hours.</p><p>Simply put,<strong>Users can train ChatGPT-like large language models in the shortest time and at the most efficient cost through the \"foolproof\" operation provided by Deep Speed Chat, which marks the arrival of an era where everyone has a ChatGPT.</strong></p><p><h2>Why is Microsoft open source? Deep Speed Chat</h2>ChatGPT swept the globe in just a few months, becoming the fastest-growing consumer application in history and playing an important role in promoting global economic development and technological research and development. Many businesses and individual users are eager to participate in this AI technological revolution, but due to the huge resources and financial investment, they can only hesitate.</p><p>Even though the open-source field has launched excellent ChatGPT-like projects such as LLaMa, Alpaca, Vicuna, and Databricks-Dolly,<strong>The lack of an end-to-end, scalable RLHF-based system makes training powerful ChatGPT-like models extremely difficult.</strong>。</p><p>For example, training a ChatGPT-like model with 6.7 billion parameters using the aforementioned open-source project typically requires expensive multi-card to multi-node GPU clusters, but these resources are difficult for most scientists, small businesses, and individual developers to obtain.</p><p><strong>Even with such resources, the training efficiency of existing open-source systems is typically less than 5% of the maximum efficiency these machines can achieve.</strong>。</p><p>Now, Deep Speed Chat solves problems such as resources and algorithms, and easily and efficiently trains state-of-the-art ChatGPT-like models with hundreds of billions of parameters.</p><p><h2>Deep Speed Chat Brief introduction of technology</h2>The training of the ChatGPT model is based on the RLHF method in the InstructGPT paper, which makes existing deep learning systems have various limitations when training ChatGPT models. Now, Deep Speed Chat can overcome these training bottlenecks and achieve optimal results.</p><p><strong>Deep Speed Chat has three core functions: reinforced inference, RLHF module, and RLHF system.</strong></p><p><strong>Simplify training and reinforcement reasoning for ChatGPT-type models:</strong>Multiple training steps can be implemented with just one script, including using a pre-trained model with Huggingface and running all three steps of InstructGPT training using the DeepSpeed-RLHF system to generate your own ChatGPT-like model. In addition, an easy-to-use inference API is provided for testing conversation performance after model training.</p><p><strong>Deep Speed RLHF Module:</strong>DeepSpeed-RLHF replicates the training pattern in the InstructGPT paper and ensures that three steps, including: a) supervised fine-tuning (SFT), b) reward model fine-tuning, and c) human feedback-based reinforcement learning (RLHF), correspond to it. In addition, data abstraction and hybridization functions are provided to support users in training using multiple data sources from different sources.</p><p><strong>DeepSpeed-RLHF System:</strong>Integrate DeepSpeed's training and inference capabilities into a unified Hybrid Engine (DeepSpeed Hybrid Engine or DeepSpeed-HE) for RLHF training. DeepSpeed-HE is able to seamlessly switch between Inference and training modes in RLHF, enabling it to take advantage of various optimizations from DeepSpeed-Inference.</p><p>For example, tensor parallel computing and high-performance CUDA operators are used for language generation, while the training part can also benefit from ZeRO- and LoRA-based memory optimization strategies. DeepSpeed-HE can be performed automatically at different stages of RLHF<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Memory management and data caching.</p><p>In addition, Deep Speed Chat excels in terms of cost, efficiency, and scalability.</p><p><strong>Efficient and cost-effective:</strong>An OPT-13B model can be trained in just 9 hours and an OPT-30B model in just 18 hours on the Azure cloud. These two training sessions cost less than $300 and $600, respectively.</p><p><strong>Excellent scalability:</strong>It can support training models with hundreds of billions of parameters and demonstrates excellent scalability on multi-node, multi-GPU systems. Therefore, even a model with 13 billion parameters can be trained in just 1.25 hours. For a model with 175 billion parameters, training using Deep Speed Chat takes less than a day.</p><p>Note: Training time and costs vary when training on Azure due to different GPUs.</p><p><h2>The era of nationwide ChatGPT has arrived.</h2>To use a somewhat inappropriate analogy, Microsoft's open-source Deep Speed Chat is like the internet back then. In order to accelerate its development, it lowered the price of desktops so that ordinary users could also own their own computers.</p><p>Only when more users participate can the entire industry ecosystem grow and develop rapidly. Therefore, Microsoft's open source has played a crucial role in promoting the development of the entire ChatGPT ecosystem, enabling everyone to own their own ChatGPT.</p><p>Currently, ChatGPT is in its early stages of development and faces security risks, data privacy, and ethical issues. It is believed that as the number of participating users increases, these problems will be effectively solved, thereby contributing to global economic development.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw%3D%3D&mid=2247486633&idx=1&sn=086d517293533ee3bf6e1c8177bc4127&chksm=ced85283f9afdb95175af01642084bdf013d11dc55a6297da4397aba22a80a2afa98f6a12851&mpshare=1&scene=23&sharer_sharetime=1681345548401&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">AIGC开放社区</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b52764921272100b8f755870954f0a5","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4525":"远程办公概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" 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ACC","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw%3D%3D&mid=2247486633&idx=1&sn=086d517293533ee3bf6e1c8177bc4127&chksm=ced85283f9afdb95175af01642084bdf013d11dc55a6297da4397aba22a80a2afa98f6a12851&mpshare=1&scene=23&sharer_sharetime=1681345548401&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327971959","content_text":"用户通过Deep Speed Chat提供的“傻瓜式”操作，能以最短的时间、最高效的成本训练类ChatGPT大语言模型，这标志着一个人手一个ChatGPT的时代要来了。4月12日，微软宣布开源了Deep Speed Chat，帮助用户轻松训练类ChatGPT等大语言模型，使得人人都能拥有自己的ChatGPT！（开源地址：https://github.com/microsoft/DeepSpeed） 据悉，Deep Speed Chat是基于微软Deep Speed深度学习优化库开发而成，具备训练、强化推理等功能，还使用了RLHF（人工反馈机制的强化学习）技术，可将训练速度提升15倍以上，成本却大幅度降低。例如，一个130亿参数的类ChatGPT模型，只需1.25小时就能完成训练。简单来说，用户通过Deep Speed Chat提供的“傻瓜式”操作，能以最短的时间、最高效的成本训练类ChatGPT大语言模型，这标志着一个人手一个ChatGPT的时代要来了。微软为什么开源Deep Speed ChatChatGPT只用了几个月的时间便席卷全球，成为史上用户增长速度最快的消费级应用，对世界的经济发展、科技研发起到了重要的推动作用。很多企业、个人用户纷纷想参与到这场AI技术变革中，但由于庞大的资源、资金投入只能望而却步。即便开源领域推出了LLaMa、Alpaca、Vicuna、Databricks-Dolly等优秀的类ChatGPT项目，仍缺乏一个支持端到端的基于RLHF的规模化系统，使得训练强大的类ChatGPT模型非常艰难。例如，使用上述开源项目训练一个67亿参数的类ChatGPT模型，通常需要昂贵的多卡至多节点的GPU集群，但这些资源对大多数科学家、小型企业、个人开发者而言难以获取。即便是拥有这样的资源，现有的开源系统的训练效率通常还不到，这些机器所能达到的最大效率的5%。现在，通过Deep Speed Chat解决资源、算法等难题，轻松、高效的训练数千亿参数的最先进的类ChatGPT模型。Deep Speed Chat技术简单介绍ChatGPT模型的训练是基于InstructGPT论文中的RLHF方式，这使得现有深度学习系统在训练类ChatGPT模型时存在种种局限。现在，通过Deep Speed Chat可以突破这些训练瓶颈，达到最佳效果。Deep Speed Chat拥有强化推理、RLHF模块、RLHF系统三大核心功能。简化 ChatGPT 类型模型的训练和强化推理：只需一个脚本即可实现多个训练步骤，包括使用Huggingface 预训练的模型、使用 DeepSpeed-RLHF 系统运行 InstructGPT 训练的所有三个步骤，生成属于自己的类ChatGPT模型。此外，还提供了一个易于使用的推理API，用于在模型训练后测试对话性能。Deep Speed-RLHF 模块：DeepSpeed-RLHF 复刻了InstructGPT 论文中的训练模式，并确保包括：a) 监督微调（SFT），b) 奖励模型微调和 c) 基于人类反馈的强化学习（RLHF）在内的三个步骤与其对应。此外，还提供了数据抽象和混合功能，以支持用户使用多个不同来源的数据源进行训练。DeepSpeed-RLHF系统：将DeepSpeed的训练和推理能力整合到统一的混合引擎（DeepSpeed Hybrid Engine or DeepSpeed-HE）中用于RLHF 训练。DeepSpeed-HE 能够在RLHF中无缝地在推理和训练模式之间切换，使其能够利用来自 DeepSpeed-Inference 的各种优化。例如，张量并行计算和高性能CUDA算子进行语言生成，同时对训练部分还能从 ZeRO- 和 LoRA-based 内存优化策略中受益。DeepSpeed-HE可以自动在 RLHF 的不同阶段进行智能的内存管理和数据缓存。此外，Deep Speed Chat在成本、效率、扩展性等方面非常优秀。高效且节省成本：在Azure云上只需9小时即可训练一个OPT-13B模型，只需18小时即可训练一个 OPT-30B模型。这两种训练分别花费不到300美元和600 美元。卓越扩展性：能够支持训练拥有数千亿参数的模型，并在多节点多 GPU 系统上展现出卓越的扩展性。因此，即使是一个拥有 130 亿参数的模型，也只需 1.25 小时就能完成训练。而对于拥1750亿参数的模型，使用Deep Speed Chat进行训练也只需不到一天的时间。注意：在Azure上训练时由于GPU不同，所以训练时间和费用也各不相同。全民ChatGPT时代来了做个不太恰当的比喻，微软此次开源Deep Speed Chat就像当年的互联网，为了提升发展速率降低了台式机的价格，使得普通用户也能拥有自己的电脑。只有参与的用户多了，整个行业生态才能快速壮大发展，所以，微软此次开源对整个ChatGPT生态发展起到了至关重要的推动作用，使得人人都能拥有自己的ChatGPT。目前，ChatGPT处于初级发展阶段，存在安全隐患、数据隐私、道德等问题。相信随着参与用户的增多，这些难题将会被有效的解决，从而为全球经济发展做出贡献。","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":6002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946798139,"gmtCreate":1681049299822,"gmtModify":1681049303173,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946798139","repostId":"1146665799","repostType":2,"repost":{"id":"1146665799","kind":"news","pubTimestamp":1681033184,"share":"https://ttm.financial/m/news/1146665799?lang=en_US&edition=fundamental","pubTime":"2023-04-09 17:39","market":"us","language":"zh","title":"Tesla's energy storage Gigafactory has officially opened in Shanghai and is scheduled to begin production in the second quarter of 2024.","url":"https://stock-news.laohu8.com/highlight/detail?id=1146665799","media":"华尔街见闻","summary":"初期规划年产商用储能电池可达1万台，储能规模近40GWh。","content":"<p><html><head></head><body>This afternoon (9th), the signing ceremony for Tesla's energy storage Gigafactory project was officially held in Shanghai. The Management Committee of the Lingang New Area of the China (Shanghai) Pilot Free Trade Zone and Tesla signed an agreement on site.</p><p><p style=\"text-align: justify;\">It is understood that Tesla's Gigafactory will plan to produce Tesla's ultra-large commercial energy storage batteries (Megapack). Initially, the plan is to produce up to 10,000 commercial energy storage batteries per year, with an energy storage capacity of nearly 40GWh, and the product range will cover the global market. Tesla's energy storage Gigafactory project is scheduled to begin construction in the third quarter of 2023 and commence production in the second quarter of 2024.</p><p><p style=\"text-align: justify;\">Zhuang Mudi, Deputy Secretary-General of the Shanghai Municipal Government, said, \"Five years ago, Tesla's Shanghai Gigafactory project created the globally renowned 'Shanghai Service, Lingang Speed,' helping Shanghai become a new highland for the development of the new energy vehicle industry. Today, we will witness the signing of the Tesla Energy Storage Gigafactory project, which will surely become an important force in promoting the development of Shanghai's new energy storage industry and green and low-carbon transformation.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552b367da23d04303e7b4d51af498a73\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p>It is understood that the Lingang New Area of the China (Shanghai) Pilot Free Trade Zone has formed a relatively complete industrial chain layout in the fields of \"wind-solar-hydrogen-electricity-manufacturing-storage-utilization\". In the future, Lingang New Area will formulate industrial development plans and research and improve industrial policies around the new energy and energy storage industries. Through major events such as optimizing the industrial system and hosting the \"China Energy Storage Conference\", it will promote independent technological innovation, improve the technological level of new energy equipment, and accelerate the agglomeration of key enterprises and major projects, so as to build Lingang New Area into a new highland for new energy and energy storage industrial clusters in Shanghai and even the whole country.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03aef8539b0ade153d14590e08660e3e\" title=\"\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">It is understood that the future of renewable energy depends on large-scale storage. Tesla's ultra-large commercial energy storage batteries can support low-cost, high-density utility projects with a scale of gigawatt-hours, and flexibility is a major feature of the battery. It can be integrated and installed with battery modules, inverters, and temperature systems at any time, helping the power grid become more stable and sustainable. The Tesla energy storage Gigafactory project signed today is also the company's first energy storage Gigafactory project outside the United States.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's energy storage Gigafactory has officially opened in Shanghai and is scheduled to begin production in the second quarter of 2024.</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\">\nTesla's energy storage Gigafactory has officially opened in Shanghai and is scheduled to begin production in the second quarter of 2024.\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\">2023-04-09 17:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This afternoon (9th), the signing ceremony for Tesla's energy storage Gigafactory project was officially held in Shanghai. The Management Committee of the Lingang New Area of the China (Shanghai) Pilot Free Trade Zone and Tesla signed an agreement on site.</p><p><p style=\"text-align: justify;\">It is understood that Tesla's Gigafactory will plan to produce Tesla's ultra-large commercial energy storage batteries (Megapack). Initially, the plan is to produce up to 10,000 commercial energy storage batteries per year, with an energy storage capacity of nearly 40GWh, and the product range will cover the global market. Tesla's energy storage Gigafactory project is scheduled to begin construction in the third quarter of 2023 and commence production in the second quarter of 2024.</p><p><p style=\"text-align: justify;\">Zhuang Mudi, Deputy Secretary-General of the Shanghai Municipal Government, said, \"Five years ago, Tesla's Shanghai Gigafactory project created the globally renowned 'Shanghai Service, Lingang Speed,' helping Shanghai become a new highland for the development of the new energy vehicle industry. Today, we will witness the signing of the Tesla Energy Storage Gigafactory project, which will surely become an important force in promoting the development of Shanghai's new energy storage industry and green and low-carbon transformation.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552b367da23d04303e7b4d51af498a73\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p>It is understood that the Lingang New Area of the China (Shanghai) Pilot Free Trade Zone has formed a relatively complete industrial chain layout in the fields of \"wind-solar-hydrogen-electricity-manufacturing-storage-utilization\". In the future, Lingang New Area will formulate industrial development plans and research and improve industrial policies around the new energy and energy storage industries. Through major events such as optimizing the industrial system and hosting the \"China Energy Storage Conference\", it will promote independent technological innovation, improve the technological level of new energy equipment, and accelerate the agglomeration of key enterprises and major projects, so as to build Lingang New Area into a new highland for new energy and energy storage industrial clusters in Shanghai and even the whole country.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03aef8539b0ade153d14590e08660e3e\" title=\"\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">It is understood that the future of renewable energy depends on large-scale storage. Tesla's ultra-large commercial energy storage batteries can support low-cost, high-density utility projects with a scale of gigawatt-hours, and flexibility is a major feature of the battery. It can be integrated and installed with battery modules, inverters, and temperature systems at any time, helping the power grid become more stable and sustainable. The Tesla energy storage Gigafactory project signed today is also the company's first energy storage Gigafactory project outside the United States.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3686019\">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/5423a3a8ee3c1b55eaa93703cb194d1c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3686019","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146665799","content_text":"今天（9日）下午，特斯拉储能超级工厂项目签约仪式在上海正式举行。中国（上海）自由贸易试验区临港新片区管理委员会与特斯拉公司在现场签约。据了解，特斯拉储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh，产品提供范围覆盖全球市场。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。上海市政府副秘书长庄木弟表示，“五年前，特斯拉上海超级工厂项目创造了全球瞩目的‘上海服务、临港速度’，助力上海成为新能源汽车产业发展的新高地；今天，我们又将见证特斯拉储能超级工厂项目的落地签约，这必将成为推动上海新型储能产业发展和绿色低碳转型的重要力量”。 据悉，中国（上海）自由贸易试验区临港新片区已在“风-光-氢-电-制-储-用”产业领域形成了较为完备的产业链布局。未来，临港新片区将围绕新能源及储能产业编制产业发展规划、研究完善产业政策，通过优化产业体系、举办“中国储能大会”等重大活动，推动技术自主创新、提升新能源装备技术水平、加快重点企业和重大项目集聚，将临港新片区打造成为上海乃至全国新能源和储能的产业集群新高地。据了解，可再生能源的未来有赖于大规模储能。特斯拉超大型商用储能电池可以支持千兆瓦时规模的低成本、高密度公用事业项目，灵活性是该电池的一大特点。它能随时能与电池模块、逆变器和温度系统集成安装，帮助电网更加稳定、可持续。今天签约的特斯拉储能超级工厂项目也是该公司在美国本土以外的首个储能超级工厂项目。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946134424,"gmtCreate":1680883910368,"gmtModify":1680883912180,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946134424","repostId":"9946970811","repostType":1,"repost":{"id":9946970811,"gmtCreate":1680846978933,"gmtModify":1680846985622,"author":{"id":"9000000000000552","authorId":"9000000000000552","name":"doozii","avatar":"https://static.tigerbbs.com/913bd7c943b66ec0e8fdf377f9038692","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000552","idStr":"9000000000000552"},"themes":[],"title":"","htmlText":"For \"investors\" looking for a long-term growth company that is a market disruptor, this could be the company. ZIM has solid operating metrics. Once their transition happens expect the numbers to grow with solid divs. To be realistic the stock in 2023 will probably be in the $12-14 range at the current P/E but if they are valued fairly ZIM would grow to $20-$30 range at a typical P/E of 2-3 like other shipping companies. This company has better metrics than most other shippers but without the heavy burden of debt and assets. &nbsp;They can react quicker and since they don't have heavy ownership in vessels &amp; they can limit losses on shipping and can more easily take advantage of more profitable routes and markets. For me, this is a long-term play. I am personally upsidedown on the stock","listText":"For \"investors\" looking for a long-term growth company that is a market disruptor, this could be the company. ZIM has solid operating metrics. Once their transition happens expect the numbers to grow with solid divs. To be realistic the stock in 2023 will probably be in the $12-14 range at the current P/E but if they are valued fairly ZIM would grow to $20-$30 range at a typical P/E of 2-3 like other shipping companies. This company has better metrics than most other shippers but without the heavy burden of debt and assets. &nbsp;They can react quicker and since they don't have heavy ownership in vessels &amp; they can limit losses on shipping and can more easily take advantage of more profitable routes and markets. For me, this is a long-term play. I am personally upsidedown on the stock","text":"For \"investors\" looking for a long-term growth company that is a market disruptor, this could be the company. ZIM has solid operating metrics. Once their transition happens expect the numbers to grow with solid divs. To be realistic the stock in 2023 will probably be in the $12-14 range at the current P/E but if they are valued fairly ZIM would grow to $20-$30 range at a typical P/E of 2-3 like other shipping companies. This company has better metrics than most other shippers but without the heavy burden of debt and assets. They can react quicker and since they don't have heavy ownership in vessels & they can limit losses on shipping and can more easily take advantage of more profitable routes and markets. For me, this is a long-term play. I am personally upsidedown on the stock","images":[{"img":"https://community-static.tradeup.com/news/00a6b2a55b64ba0696a63d24a0c034b4","width":"400","height":"243"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946970811","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948415097,"gmtCreate":1680766284119,"gmtModify":1680766287556,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948415097","repostId":"1193322916","repostType":2,"repost":{"id":"1193322916","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":1680751385,"share":"https://ttm.financial/m/news/1193322916?lang=en_US&edition=fundamental","pubTime":"2023-04-06 11:23","market":"us","language":"zh","title":"Large Options Orders | Short Reports Arrive, US Stocks' Hottest AI Stocks Plunge! Just a few days after the quiet period, another regional bank in the United States experienced a sharp drop.","url":"https://stock-news.laohu8.com/highlight/detail?id=1193322916","media":"老虎资讯综合","summary":"摘要：美东时间周三（4月5日），期权市场总成交量达35,378,919张合约，其中，看涨期权占比54%；美国电车股继续全线下跌，特斯拉本周已跌10%；空头报告+各国政府针对AI的禁令，重挫美股最火AI","content":"<p><html><head></head><body><strong>Abstract: On Wednesday (April 5) Eastern Time, the total trading volume in the options market reached 35,378,919 contracts, of which call options accounted for 54%. U.S. electric vehicle stocks continued to decline across the board.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It has fallen 10% this week; Short reports combined with government bans on AI have severely damaged the hottest AI stocks in the US stock market.</strong><strong>MARKET OVERVIEW</strong></p><p>On Wednesday (April 5) Eastern Time, concerns about an economic recession became the main theme, with the three major U.S. stock indexes showing mixed results. The weaker-than-expected U.S. ADP employment data for March and the unexpected sharp drop in the ISM non-manufacturing index in March indicate potential signs that U.S. economic growth is heading towards a sharp slowdown or recession. At the close, the Dow Jones Industrial Average rose 80.34 points, or 0.24%, to 33,482.72. The Nasdaq fell 129.47 points, or 1.07%, to 11,996.86. The S&P 500 fell 10.22 points, or 0.25%, to 4,090.38.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78ef6a0e52618952d359804770df166b\" title=\"数据来源：老虎国际\" tg-width=\"969\" tg-height=\"147\"/><span>Data source: Tiger International</span></p><p>On Wednesday, the total trading volume in the options market reached 35,378,919 contracts, of which call options accounted for 54%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a9b769abd0818a360f911ca9aa0863e\" title=\"数据来源：Market Chameleon\" tg-width=\"1808\" tg-height=\"390\"/><span>Data Source ：Market Chameleon</span></p><p>The S&P 500 ETF-SPY options traded 7.282 million contracts, of which put options accounted for 61%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e306d67cf88e85b1984f7f058b97cd\" title=\"数据来源：Market Chameleon\" tg-width=\"1616\" tg-height=\"405\"/><span>Data Source ：Market Chameleon</span></p><p><strong>II. Top 10 Options Trading Volume</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05573bd546e1619eda32d0e64464ac7b\" title=\"数据来源：老虎国际\" tg-width=\"828\" tg-height=\"1420\"/><span>Data source: Tiger International</span></p><p><strong>U.S. electric vehicle stocks continued to fall across the board, with Tesla down 10% this week.</strong><strong>Tesla</strong>It fell more than 3% on Wednesday to $185.52. 2.008 million options contracts were traded, with call options accounting for 60% of all options trading. The exercise price expiring on April 6, 2023 is $190.<strong>Call option</strong>The trading volume was particularly high, with 139,636 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8f0909a550771c850ee300d64b211b4\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"269\"/><span>Data Source ：Market Chameleon</span></p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">Concerns about the future prospects, coupled with unpredictable tax rebate policies and recession expectations, are gradually weighing down US electric vehicle stocks in April.</span></strong></p><p><span style=\"color:#562727;\" class=\"color-mark\">Media analysts believe that the overnight performance of electric vehicle stocks cannot be entirely attributed to the market. More importantly, the speeches of several car company executives at this week's Bank of America Auto Conference greatly disappointed investors. Pessimistic expectations for future electric vehicle sales, coupled with the ever-changing tax credits, led investors to \"choose to leave.\"</span></p><p><strong>American Telephone and Telegraph</strong>It rose 1.22% to $19.88 on Wednesday. 1.058 million options contracts were traded, with call options accounting for 98% of all options trading. The exercise price expiring on April 21, 2023 is $18.<strong>Call option</strong>The trading volume was particularly high, with 316,445 tickets sold. Meanwhile, investors should note that the company will go ex-dividend today.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/892b12ae5bd16258b875537464d88c54\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"275\"/><span>Data Source ：Market Chameleon</span></p><p><strong>III. Abnormal Movement</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/470c0e575d3fdc79cec4be42af729927\" title=\"数据来源：Market Chameleon\" tg-width=\"1721\" tg-height=\"543\"/><span>Data Source ：Market Chameleon</span></p><p><strong>The hottest AI stocks in the US stock market plummeted.</strong><strong>C3.ai fell more than 15% on Wednesday to $21.09.</strong>The exercise price is $20, expiring on April 6, 2023.<strong>Put option</strong>The trading volume was particularly high, with 15,776 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4e27a6e81ccc150760c79efd25d1ac5\" title=\"数据来源：Market Chameleon\" tg-width=\"1643\" tg-height=\"275\"/><span>Data Source ：Market Chameleon</span></p><p><span style=\"color:#562727;\" class=\"color-mark\">In terms of news: A bearish report on C3.ai caught the market off guard, shattering the \"all the good news\" and taking the market by surprise.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Kerrisdale Capital released a short report on the company last month and wrote to the company's auditor, Deloitte, in April, emphasizing its concerns about alleged financial fraud by C3.ai.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Sahm Adrangi stated that the company uses highly aggressive accounting techniques to exaggerate its income statement metrics to meet sell-side analysts' estimates of revenue and certain profit metrics, and to mask a significant deterioration in its underlying business.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Kerrisdale stated on its website that it includes costs related to custom software production in R&D rather than revenue costs in order to improve profit margins. Based on this judgment, this is one of the accounting tools used by C3.ai to present itself as a high-profit software-as-a-service business rather than based on low-profit consulting.</span></p><p><p style=\"text-align: justify;\"><strong><span style=\"color:#562727;\" class=\"color-mark\">Government bans on AI</span></strong></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">To make matters worse, governments around the world have successively issued AI bans, severely impacting the entire AI industry and exacerbating C3.ai's situation.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Europe was the first to issue a ban.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Italy's ban on ChatGPT last week sparked a regulatory storm targeting OpenAI. German regulators followed suit, stating they were considering temporarily banning ChatGPT. European countries such as France, Ireland, and Spain followed suit, beginning to consider regulating AI chat.<a href=\"https://laohu8.com/S/300024\">Robot</a>Stricter regulations will be implemented.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">On Monday, April 3, a spokesperson for the German Federal Data Protection Commissioner said that for data protection reasons, the use of ChatGPT in Germany may be temporarily banned. The spokesperson stated that whether to decide on a ban will be determined after assessment by the German Federal Data Protection Authority.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">White House officials said that U.S. President Biden will meet with technology advisers at the White House on Tuesday to discuss the \"risks and opportunities\" that artificial intelligence (AI) poses to human, social, and national security.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Media reports indicate that White House officials said Biden will discuss the importance of protecting rights and security to ensure responsible innovation and appropriate safeguards. The White House will call on Congress to pass privacy laws to protect children and restrict tech companies from collecting everyone's personal data.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Media reports indicate that the Office of the Privacy Commissioner of Canada (OPC) announced on April 4 that it has begun an investigation into complaints alleging that OpenAI collected, used, and disclosed personal information without consent.</span></p><p><strong>Just a few days after the quiet period, another regional bank in the United States experienced a sharp drop.</strong><a href=\"https://laohu8.com/S/WAL\">Allianz Western Bank</a>It fell more than 12% on Wednesday to $29.37. The exercise price is $30, expiring on April 6, 2023.<strong>Call option</strong>The trading volume was particularly high, with 7,147 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02e4439211db6afcfdb3924a5c4daead\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"275\"/><span>Data Source ：Market Chameleon</span></p><p><span style=\"color:#562727;\" class=\"color-mark\">The reason for the sharp drop in the bank's stock price was that the regional bank updated its financial disclosures after the market closed on Tuesday, April 4, but did not disclose more information about its deposit balances.</span></p><p><span style=\"color:#562727;\" class=\"color-mark\">Jefferies analyst Casey Haire believes that investors may believe that the bank's data on deposit balances is unsatisfactory, which is why it chooses not to disclose the relevant data. This is the bank's fourth update to its financial data since March 10, and the only update that does not explicitly disclose deposit data.</span></p><p><span style=\"color:#562727;\" class=\"color-mark\">Following the regional banking crisis in the United States last month, investors have been paying close attention to the deposit balance indicators of various banks.</span></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>Large Options Orders | Short Reports Arrive, US Stocks' Hottest AI Stocks Plunge! Just a few days after the quiet period, another regional bank in the United States experienced a sharp drop.</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\">\nLarge Options Orders | Short Reports Arrive, US Stocks' Hottest AI Stocks Plunge! Just a few days after the quiet period, another regional bank in the United States experienced a sharp drop.\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\">2023-04-06 11:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract: On Wednesday (April 5) Eastern Time, the total trading volume in the options market reached 35,378,919 contracts, of which call options accounted for 54%. U.S. electric vehicle stocks continued to decline across the board.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It has fallen 10% this week; Short reports combined with government bans on AI have severely damaged the hottest AI stocks in the US stock market.</strong><strong>MARKET OVERVIEW</strong></p><p>On Wednesday (April 5) Eastern Time, concerns about an economic recession became the main theme, with the three major U.S. stock indexes showing mixed results. The weaker-than-expected U.S. ADP employment data for March and the unexpected sharp drop in the ISM non-manufacturing index in March indicate potential signs that U.S. economic growth is heading towards a sharp slowdown or recession. At the close, the Dow Jones Industrial Average rose 80.34 points, or 0.24%, to 33,482.72. The Nasdaq fell 129.47 points, or 1.07%, to 11,996.86. The S&P 500 fell 10.22 points, or 0.25%, to 4,090.38.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78ef6a0e52618952d359804770df166b\" title=\"数据来源：老虎国际\" tg-width=\"969\" tg-height=\"147\"/><span>Data source: Tiger International</span></p><p>On Wednesday, the total trading volume in the options market reached 35,378,919 contracts, of which call options accounted for 54%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a9b769abd0818a360f911ca9aa0863e\" title=\"数据来源：Market Chameleon\" tg-width=\"1808\" tg-height=\"390\"/><span>Data Source ：Market Chameleon</span></p><p>The S&P 500 ETF-SPY options traded 7.282 million contracts, of which put options accounted for 61%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e306d67cf88e85b1984f7f058b97cd\" title=\"数据来源：Market Chameleon\" tg-width=\"1616\" tg-height=\"405\"/><span>Data Source ：Market Chameleon</span></p><p><strong>II. Top 10 Options Trading Volume</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05573bd546e1619eda32d0e64464ac7b\" title=\"数据来源：老虎国际\" tg-width=\"828\" tg-height=\"1420\"/><span>Data source: Tiger International</span></p><p><strong>U.S. electric vehicle stocks continued to fall across the board, with Tesla down 10% this week.</strong><strong>Tesla</strong>It fell more than 3% on Wednesday to $185.52. 2.008 million options contracts were traded, with call options accounting for 60% of all options trading. The exercise price expiring on April 6, 2023 is $190.<strong>Call option</strong>The trading volume was particularly high, with 139,636 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8f0909a550771c850ee300d64b211b4\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"269\"/><span>Data Source ：Market Chameleon</span></p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">Concerns about the future prospects, coupled with unpredictable tax rebate policies and recession expectations, are gradually weighing down US electric vehicle stocks in April.</span></strong></p><p><span style=\"color:#562727;\" class=\"color-mark\">Media analysts believe that the overnight performance of electric vehicle stocks cannot be entirely attributed to the market. More importantly, the speeches of several car company executives at this week's Bank of America Auto Conference greatly disappointed investors. Pessimistic expectations for future electric vehicle sales, coupled with the ever-changing tax credits, led investors to \"choose to leave.\"</span></p><p><strong>American Telephone and Telegraph</strong>It rose 1.22% to $19.88 on Wednesday. 1.058 million options contracts were traded, with call options accounting for 98% of all options trading. The exercise price expiring on April 21, 2023 is $18.<strong>Call option</strong>The trading volume was particularly high, with 316,445 tickets sold. Meanwhile, investors should note that the company will go ex-dividend today.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/892b12ae5bd16258b875537464d88c54\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"275\"/><span>Data Source ：Market Chameleon</span></p><p><strong>III. Abnormal Movement</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/470c0e575d3fdc79cec4be42af729927\" title=\"数据来源：Market Chameleon\" tg-width=\"1721\" tg-height=\"543\"/><span>Data Source ：Market Chameleon</span></p><p><strong>The hottest AI stocks in the US stock market plummeted.</strong><strong>C3.ai fell more than 15% on Wednesday to $21.09.</strong>The exercise price is $20, expiring on April 6, 2023.<strong>Put option</strong>The trading volume was particularly high, with 15,776 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4e27a6e81ccc150760c79efd25d1ac5\" title=\"数据来源：Market Chameleon\" tg-width=\"1643\" tg-height=\"275\"/><span>Data Source ：Market Chameleon</span></p><p><span style=\"color:#562727;\" class=\"color-mark\">In terms of news: A bearish report on C3.ai caught the market off guard, shattering the \"all the good news\" and taking the market by surprise.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Kerrisdale Capital released a short report on the company last month and wrote to the company's auditor, Deloitte, in April, emphasizing its concerns about alleged financial fraud by C3.ai.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Sahm Adrangi stated that the company uses highly aggressive accounting techniques to exaggerate its income statement metrics to meet sell-side analysts' estimates of revenue and certain profit metrics, and to mask a significant deterioration in its underlying business.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Kerrisdale stated on its website that it includes costs related to custom software production in R&D rather than revenue costs in order to improve profit margins. Based on this judgment, this is one of the accounting tools used by C3.ai to present itself as a high-profit software-as-a-service business rather than based on low-profit consulting.</span></p><p><p style=\"text-align: justify;\"><strong><span style=\"color:#562727;\" class=\"color-mark\">Government bans on AI</span></strong></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">To make matters worse, governments around the world have successively issued AI bans, severely impacting the entire AI industry and exacerbating C3.ai's situation.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Europe was the first to issue a ban.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Italy's ban on ChatGPT last week sparked a regulatory storm targeting OpenAI. German regulators followed suit, stating they were considering temporarily banning ChatGPT. European countries such as France, Ireland, and Spain followed suit, beginning to consider regulating AI chat.<a href=\"https://laohu8.com/S/300024\">Robot</a>Stricter regulations will be implemented.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">On Monday, April 3, a spokesperson for the German Federal Data Protection Commissioner said that for data protection reasons, the use of ChatGPT in Germany may be temporarily banned. The spokesperson stated that whether to decide on a ban will be determined after assessment by the German Federal Data Protection Authority.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">White House officials said that U.S. President Biden will meet with technology advisers at the White House on Tuesday to discuss the \"risks and opportunities\" that artificial intelligence (AI) poses to human, social, and national security.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Media reports indicate that White House officials said Biden will discuss the importance of protecting rights and security to ensure responsible innovation and appropriate safeguards. The White House will call on Congress to pass privacy laws to protect children and restrict tech companies from collecting everyone's personal data.</span></p><p><p style=\"text-align: justify;\"><span style=\"color:#562727;\" class=\"color-mark\">Media reports indicate that the Office of the Privacy Commissioner of Canada (OPC) announced on April 4 that it has begun an investigation into complaints alleging that OpenAI collected, used, and disclosed personal information without consent.</span></p><p><strong>Just a few days after the quiet period, another regional bank in the United States experienced a sharp drop.</strong><a href=\"https://laohu8.com/S/WAL\">Allianz Western Bank</a>It fell more than 12% on Wednesday to $29.37. The exercise price is $30, expiring on April 6, 2023.<strong>Call option</strong>The trading volume was particularly high, with 7,147 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02e4439211db6afcfdb3924a5c4daead\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"275\"/><span>Data Source ：Market Chameleon</span></p><p><span style=\"color:#562727;\" class=\"color-mark\">The reason for the sharp drop in the bank's stock price was that the regional bank updated its financial disclosures after the market closed on Tuesday, April 4, but did not disclose more information about its deposit balances.</span></p><p><span style=\"color:#562727;\" class=\"color-mark\">Jefferies analyst Casey Haire believes that investors may believe that the bank's data on deposit balances is unsatisfactory, which is why it chooses not to disclose the relevant data. This is the bank's fourth update to its financial data since March 10, and the only update that does not explicitly disclose deposit data.</span></p><p><span style=\"color:#562727;\" class=\"color-mark\">Following the regional banking crisis in the United States last month, investors have been paying close attention to the deposit balance indicators of various banks.</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"161121":"银行","T":"At&T","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","QQQ":"纳指100ETF","BK4588":"碎股","BK4528":"SaaS概念","BK4023":"应用软件","BK4585":"ETF&股票定投概念","SPY":"标普500ETF","WAL":"阿莱恩斯西部银行","BK4543":"AI","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193322916","content_text":"摘要：美东时间周三（4月5日），期权市场总成交量达35,378,919张合约，其中，看涨期权占比54%；美国电车股继续全线下跌，特斯拉本周已跌10%；空头报告+各国政府针对AI的禁令，重挫美股最火AI股。一、市场概览美东时间周三（4月5日），经济衰退担忧成为主旋律，美股三大指数涨跌不一。美国3月ADP就业数据不及预期、3月ISM非制造业指数意外大跌，显示出美国经济增长正走向急剧放缓或衰退的潜在迹象。截至收盘，道指涨80.34点，涨幅为0.24%，报33482.72点；纳指跌129.47点，跌幅为1.07%，报11996.86点；标普500指数跌10.22点，跌幅为0.25%，报4090.38点。数据来源：老虎国际周三，期权市场总成交量达35,378,919张合约，其中，看涨期权占比54%。数据来源：Market Chameleon标普指数ETF-SPY期权成交728.2万张合约，其中，看跌期权占比61%。数据来源：Market Chameleon二、期权成交总量TOP10数据来源：老虎国际美国电车股继续全线下跌，特斯拉本周已跌10%特斯拉周三跌超3%，报185.52美元。期权合约成交200.8万张，看涨期权占全部期权交易的60%。2023年4月6日到期行权价为190美元看涨期权的成交量特别高，成交量为139,636张。数据来源：Market Chameleon对未来前景的担忧，叠加“琢磨不透”的退税政策及衰退预期，4月的美股电车股正被逐步压垮。媒体分析认为，隔夜电动车股的走势不能完全归咎于市场，更重要的是，多位汽车公司高管在本周美国银行汽车会议上的发言，让投资者大失所望，未来对电动汽车销量的悲观预期，与一再生变的税收抵免让投资者们 “选择离开”。美国电话电报周三上涨1.22%，报19.88美元。期权合约成交105.8万张，看涨期权占全部期权交易的98%。2023年4月21日到期行权价为18美元看涨期权的成交量特别高，成交量为316,445张。同时，投资者需注意，该公司今日将除息。数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon美股最火AI股重挫C3.ai周三跌超15%，报21.09美元。2023年4月6日到期行权价为20美元看跌期权的成交量特别高，成交量为15,776张。数据来源：Market Chameleon消息方面：令市场始料未及，一份关于C3.ai的空头报告打破了“一切美好”,令市场始料未及。Kerrisdale Capital上个月发布了一份关于该公司的空头报告，并在4月致函该公司的审计师——德勤，强调其对C3.ai涉嫌财务造假问题的担忧。Sahm Adrangi称：该公司使用高度激进的会计手段来夸大其损益表指标，以满足卖方分析师对收入和某些利润指标的估计，并掩盖其基础业务的显著恶化趋势。Kerrisdale在其网站上发布称，该公司将与定制软件生产相关的成本计入研发而非收入成本，以提高利润率。根据这一判断，这是C3.ai用来将自己展示为高利润的软件即服务业务而不是基于低利润咨询的会计手段之一。各国政府针对AI的禁令祸不单行，各国政府接连颁布AI禁令，重挫整个AI赛道，也使C3.ai的处境“雪上加霜”。欧洲率先发布禁令。上周意大利对ChatGPT的禁令，掀起了一轮针对OpenAI的监管风暴，德国监管机构跟进，表示正在考虑暂时禁用ChatGPT，法国、爱尔兰、西班牙等欧洲国家也紧随其后，开始考虑对AI聊天机器人采取更严格的监管。4月3日周一，德国联邦数据保护专员发言人称，出于数据保护方面的考虑，可能会暂时禁止在德国使用ChatGPT。该发言人称，是否决定禁止将由德国联邦数据保护机构研判后决定。国白宫官员表示，美国总统拜登将于周二在白宫与科技顾问举行会议，讨论人工智能（AI）给人类、社会和国家安全带来的“风险和机遇”。有媒体报道称，白宫官员表示，拜登将讨论保护权利和安全的重要性，以确保负责任的创新和适当的保障措施。白宫将呼吁国会通过隐私法，以保护孩子，并限制科技公司收集所有人的个人数据。媒体报道策划加拿大隐私专员办公室（OPC）4月4日宣布开始就涉及“指控OpenAI未经同意收集、使用和披露个人信息”的投诉进行调查。才安静没几天，美国又一区域银行大跌阿莱恩斯西部银行周三跌超12%，报29.37美元。2023年4月6日到期行权价为30美元看涨期权的成交量特别高，成交量为7,147张。数据来源：Market Chameleon促使该银行股价大跌的是原因是，4月4日周二盘后，这家区域性银行更新了其财务披露信息，但未透露更多有关其存款余额的信息。Jefferies的分析师Casey Haire认为：投资者可能会认为，该银行在存款余额方面的数据不尽人意，所以才选择不披露相关数据。这是该银行自3月10日以来的第四次更新财务数据，也是唯一一次没有明确披露存款数据的更新。在上个月美国发生区域性银行危机之后，投资者一直关注各家银行的存款余额指标。","news_type":1,"symbols_score_info":{"161121":0.9,"T":0.9,"WAL":0.9,"QQQ":0.9,"TSLA":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948491110,"gmtCreate":1680758020631,"gmtModify":1680758024553,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948491110","repostId":"1152553317","repostType":2,"repost":{"id":"1152553317","kind":"news","pubTimestamp":1680749843,"share":"https://ttm.financial/m/news/1152553317?lang=en_US&edition=fundamental","pubTime":"2023-04-06 10:57","market":"sh","language":"zh","title":"Breaking news! Open AI releases ChatGPT security methods","url":"https://stock-news.laohu8.com/highlight/detail?id=1152553317","media":"AIGC开放社区","summary":"在各国政府接连颁布ChatGPT禁令后，Open AI在这关键节点发布安全方法，就构建安全、可靠的AI产品，尊重隐私，保护儿童及提高生成数据准确性等多方面制定政策。4月6日凌晨，Open AI在官网发","content":"<p><html><head></head><body><strong>Following the successive bans on ChatGPT issued by governments around the world, Open AI has released security methods at this critical juncture, formulating policies on building safe and reliable AI products, respecting privacy, protecting children, and improving the accuracy of generated data.</strong><p style=\"text-align: justify;\">In the early hours of April 6, Open AI released \"Our approach to AI safety\" on its official website to ensure the safe and reliable provision of ChatGPT services to users worldwide. (Address: https://openai.com/blog/our-approach-to-ai-safety)</p><p><p style=\"text-align: justify;\">Currently, ChatGPT's security issues have received significant attention from most countries around the world. Italy directly banned ChatGPT, and most European countries have also begun to pay attention to whether ChatGPT violates data privacy. Data security in generative AI has suddenly become a hot topic.</p><p><p style=\"text-align: justify;\">Open AI's release of security methods at this critical juncture plays a crucial role in protecting and stabilizing morale for its future development and even the entire AIGC industry.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3428e3450c2b43be503fa46d3039ccc3\" title=\"\" tg-width=\"640\" tg-height=\"351\"/></p><p><h2>Building safe and reliable AI products</h2><p style=\"text-align: justify;\">Open AI stated that it will conduct rigorous testing before releasing any new systems. Engage external experts to provide feedback, improve model behavior through techniques such as human feedback reinforcement learning, and build extensive security and monitoring systems.</p><p><p style=\"text-align: justify;\">For example, after Open AI's latest model, GPT-4, was trained, it took more than six months to work across the organization to make it safer and more consistent before its public release.</p><p><p style=\"text-align: justify;\">Open AI believes that powerful artificial intelligence systems should undergo rigorous security assessments. Regulation is needed to ensure the adoption of such practices, and Open AI will actively work with governments to develop the best framework for such regulation.</p><p><h2>Learn, optimize, and improve from practice</h2><p style=\"text-align: justify;\">Open AI is striving to prevent foreseeable risks before deployment, but the feedback received during experimentation and research and development is limited. Despite rigorous and extensive testing, it still cannot predict the various unexpected consequences of people using ChatGPT. Therefore, learning, optimizing, and improving products from practical projects has become of paramount importance.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73ad4142cdd02bbd14869fb9ee88efc6\" title=\"\" tg-width=\"640\" tg-height=\"270\"/></p><p>Open AI uses its own services and APIs to help developers integrate the most powerful large language models directly into their products. This enables Open AI to monitor abuse and take action, and to continuously build comprehensive mitigation measures to ensure that Open AI products are used in safe and compliant projects.</p><p><p style=\"text-align: justify;\">As global users become more widespread, Open AI needs to develop more detailed and comprehensive countermeasures to address various potential dangers.</p><p><h2>Protecting children</h2><p style=\"text-align: justify;\">Protecting children's safety has always been a key focus of Open AI. Open AI requires people to be 18 years of age or older, or 13 years of age with parental consent, to use Open AI products. Open AI is exploring verification options.</p><p><p style=\"text-align: justify;\">Open AI does not allow its products to be used to generate hatred, harassment, violence, or adult content. Compared to GPT-3.5, Open AI's latest model, GPT-4, reduces the likelihood of illegal content requests by 82% and has established a robust system to monitor abuse. GPT-4 is now available to ChatGPT Plus users, and Open AI hopes to make it available to more people over time.</p><p><h2>Respect for privacy</h2><p style=\"text-align: justify;\">Open AI's large language models are trained on an extensive corpus of texts, including publicly available, licensed content and content generated by human review.</p><p><p style=\"text-align: justify;\">Open AI doesn't use data to sell services, advertise, or build profiles of people—it uses data to make large language models more helpful to people. For example, ChatGPT uses conversations with humans to further train and improve products.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38ead9ac851923ac1f1447fd45d49360\" title=\"\" tg-width=\"640\" tg-height=\"403\"/></p><p><p style=\"text-align: justify;\">Although some of Open AI's training data includes personal information available on the public internet. But I just want the large language model to understand the world, not the individual. Therefore, Open AI strives to remove personal information from the training dataset where feasible, fine-tune the model to reject requests for private personal information, and respond to requests from individuals to remove their personal information from the database.</p><p><h2>Improve the accuracy of generated data</h2><p style=\"text-align: justify;\">Large language models predict the next word, sentence, or long text based on previous training patterns. However, in some cases, inaccurate data may occur.</p><p><p style=\"text-align: justify;\">Improving the accuracy of generated data is a key focus for OpenAI and many other AI developers, and progress is being made. Based on user feedback on ChatGPT output flagged as incorrect primary data sources, GPT-4 is 40% more efficient at generating real data than GPT-3.5.</p><p><h2>Ongoing research and participation</h2><p style=\"text-align: justify;\">OpenAI believes that the practical solution to AI security issues is to invest more time and resources in researching effective mitigation and alignment techniques and testing their misuse in the real world.</p><p><p style=\"text-align: justify;\">Although OpenAI waited more than six months to deploy GPT-4 to better understand its capabilities, advantages, and risks, it may sometimes take longer than that to improve the security of AI systems.</p><p><p style=\"text-align: justify;\">Therefore, policymakers and AI vendors need to ensure that AI development and deployment are effectively managed globally so that no one cuts corners to achieve success. This is a formidable challenge that requires technological and institutional innovation, but OpenAI will do its utmost to improve it.</p><p></body></html></p>","source":"lsy1680749794970","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>Breaking news! Open AI releases ChatGPT security methods</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\">\nBreaking news! Open AI releases ChatGPT security methods\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AIGC开放社区</strong><span class=\"h-time small\">2023-04-06 10:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Following the successive bans on ChatGPT issued by governments around the world, Open AI has released security methods at this critical juncture, formulating policies on building safe and reliable AI products, respecting privacy, protecting children, and improving the accuracy of generated data.</strong><p style=\"text-align: justify;\">In the early hours of April 6, Open AI released \"Our approach to AI safety\" on its official website to ensure the safe and reliable provision of ChatGPT services to users worldwide. (Address: https://openai.com/blog/our-approach-to-ai-safety)</p><p><p style=\"text-align: justify;\">Currently, ChatGPT's security issues have received significant attention from most countries around the world. Italy directly banned ChatGPT, and most European countries have also begun to pay attention to whether ChatGPT violates data privacy. Data security in generative AI has suddenly become a hot topic.</p><p><p style=\"text-align: justify;\">Open AI's release of security methods at this critical juncture plays a crucial role in protecting and stabilizing morale for its future development and even the entire AIGC industry.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3428e3450c2b43be503fa46d3039ccc3\" title=\"\" tg-width=\"640\" tg-height=\"351\"/></p><p><h2>Building safe and reliable AI products</h2><p style=\"text-align: justify;\">Open AI stated that it will conduct rigorous testing before releasing any new systems. Engage external experts to provide feedback, improve model behavior through techniques such as human feedback reinforcement learning, and build extensive security and monitoring systems.</p><p><p style=\"text-align: justify;\">For example, after Open AI's latest model, GPT-4, was trained, it took more than six months to work across the organization to make it safer and more consistent before its public release.</p><p><p style=\"text-align: justify;\">Open AI believes that powerful artificial intelligence systems should undergo rigorous security assessments. Regulation is needed to ensure the adoption of such practices, and Open AI will actively work with governments to develop the best framework for such regulation.</p><p><h2>Learn, optimize, and improve from practice</h2><p style=\"text-align: justify;\">Open AI is striving to prevent foreseeable risks before deployment, but the feedback received during experimentation and research and development is limited. Despite rigorous and extensive testing, it still cannot predict the various unexpected consequences of people using ChatGPT. Therefore, learning, optimizing, and improving products from practical projects has become of paramount importance.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73ad4142cdd02bbd14869fb9ee88efc6\" title=\"\" tg-width=\"640\" tg-height=\"270\"/></p><p>Open AI uses its own services and APIs to help developers integrate the most powerful large language models directly into their products. This enables Open AI to monitor abuse and take action, and to continuously build comprehensive mitigation measures to ensure that Open AI products are used in safe and compliant projects.</p><p><p style=\"text-align: justify;\">As global users become more widespread, Open AI needs to develop more detailed and comprehensive countermeasures to address various potential dangers.</p><p><h2>Protecting children</h2><p style=\"text-align: justify;\">Protecting children's safety has always been a key focus of Open AI. Open AI requires people to be 18 years of age or older, or 13 years of age with parental consent, to use Open AI products. Open AI is exploring verification options.</p><p><p style=\"text-align: justify;\">Open AI does not allow its products to be used to generate hatred, harassment, violence, or adult content. Compared to GPT-3.5, Open AI's latest model, GPT-4, reduces the likelihood of illegal content requests by 82% and has established a robust system to monitor abuse. GPT-4 is now available to ChatGPT Plus users, and Open AI hopes to make it available to more people over time.</p><p><h2>Respect for privacy</h2><p style=\"text-align: justify;\">Open AI's large language models are trained on an extensive corpus of texts, including publicly available, licensed content and content generated by human review.</p><p><p style=\"text-align: justify;\">Open AI doesn't use data to sell services, advertise, or build profiles of people—it uses data to make large language models more helpful to people. For example, ChatGPT uses conversations with humans to further train and improve products.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38ead9ac851923ac1f1447fd45d49360\" title=\"\" tg-width=\"640\" tg-height=\"403\"/></p><p><p style=\"text-align: justify;\">Although some of Open AI's training data includes personal information available on the public internet. But I just want the large language model to understand the world, not the individual. Therefore, Open AI strives to remove personal information from the training dataset where feasible, fine-tune the model to reject requests for private personal information, and respond to requests from individuals to remove their personal information from the database.</p><p><h2>Improve the accuracy of generated data</h2><p style=\"text-align: justify;\">Large language models predict the next word, sentence, or long text based on previous training patterns. However, in some cases, inaccurate data may occur.</p><p><p style=\"text-align: justify;\">Improving the accuracy of generated data is a key focus for OpenAI and many other AI developers, and progress is being made. Based on user feedback on ChatGPT output flagged as incorrect primary data sources, GPT-4 is 40% more efficient at generating real data than GPT-3.5.</p><p><h2>Ongoing research and participation</h2><p style=\"text-align: justify;\">OpenAI believes that the practical solution to AI security issues is to invest more time and resources in researching effective mitigation and alignment techniques and testing their misuse in the real world.</p><p><p style=\"text-align: justify;\">Although OpenAI waited more than six months to deploy GPT-4 to better understand its capabilities, advantages, and risks, it may sometimes take longer than that to improve the security of AI systems.</p><p><p style=\"text-align: justify;\">Therefore, policymakers and AI vendors need to ensure that AI development and deployment are effectively managed globally so that no one cuts corners to achieve success. This is a formidable challenge that requires technological and institutional innovation, but OpenAI will do its utmost to improve it.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw==&mid=2247486165&idx=1&sn=03790b2649c8874cb54245e11e4b034c&chksm=ced854fff9afdde903c1e3fe3fd3c7dc12e0e81982a12b2166099dcb116ab641185fff8d9b0f&mpshare=1&scene=23&srcid=0406W0d8vpLIamgeVFLZwgu3&sharer_sharetime=1680742978806&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">AIGC开放社区</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7911a4c9afdf347efa7dbe8c8ea5abb4","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw==&mid=2247486165&idx=1&sn=03790b2649c8874cb54245e11e4b034c&chksm=ced854fff9afdde903c1e3fe3fd3c7dc12e0e81982a12b2166099dcb116ab641185fff8d9b0f&mpshare=1&scene=23&srcid=0406W0d8vpLIamgeVFLZwgu3&sharer_sharetime=1680742978806&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152553317","content_text":"在各国政府接连颁布ChatGPT禁令后，Open AI在这关键节点发布安全方法，就构建安全、可靠的AI产品，尊重隐私，保护儿童及提高生成数据准确性等多方面制定政策。4月6日凌晨，Open AI在官网发布了《Our approach to AI safety》，以确保安全、可靠地为全球用户提供ChatGPT服务。（地址：https://openai.com/blog/our-approach-to-ai-safety）目前，ChatGPT的安全问题受到了全球多数国家的高度关注。意大利则直接禁用ChatGPT，欧洲多数国家也开始纷纷重视ChatGPT是否侵犯数据隐私等。一时间生成式AI的数据安全成为热门话题。Open AI在这关键节点发布安全方法，这对其未来发展乃至整个AIGC行业都起到了关键的保护和稳定军心的作用。构建安全、可靠的AI产品Open AI表示，在发布任何新系统之前，会进行严格的测试。聘请外部专家提供反馈，通过人工反馈强化学习等技术改进模型的行为，并构建广泛的安全和监控系统。例如，Open AI的最新模型GPT-4完成训练后，花了6个多月的时间在整个组织内开展工作，以使其在公开发布之前更安全、更一致。Open AI认为，强大的人工智能系统应该接受严格的安全评估。需要监管以确保采用此类做法，Open AI将积极与政府合作，以制定此类监管的最佳框架。从实践中学习、优化、改善Open AI正在努力在部署前预防可预见的风险，但是，在实验、研发的过程中得到的反馈是有限的，尽管进行了严谨、广泛的测试仍然无法预测人们使用ChatGPT所产生的各种意外后果。所以，从实践项目中学习、优化和改善产品，成为重中之重。Open AI通过自己的服务和API，以帮助开发人员可以将最强大的大语言模型直接集成到产品中。这可以使得Open AI能够监控滥用行为并采取行动，并不断构建完善的缓解措施，保证Open AI的产品被用在安全、合规的项目上。随着全球用户使用的深入，这促使Open AI需要制定更细致、周全的对策来应对各种可能出现的危险。保护儿童保护儿童的安全一直是Open AI的重点工作。Open AI要求人们必须年满 18 岁，或在父母同意的情况下年满13岁才能使用Open AI的产品。Open AI正在研究验证选项。Open AI不允许其产品用于生成仇恨、骚扰、暴力或成人内容等。与GPT-3.5相比，Open AI最新的模型GPT-4响应，非法内容请求的可能性降低了82%，并且已经建立了一个强大的系统来监控滥用情况。GPT-4现在可供 ChatGPT Plus 用户使用，Open AI希望随着时间的推移让更多人可以使用它。尊重隐私Open AI的大型语言模型是在广泛的文本语料库上训练的，这些文本包括公开可用的、许可的内容以及由人工审阅生成的内容。Open AI不会使用数据来销售服务、做广告或建立人们的档案——会通过使用数据使大语言模型对人们更有帮助。例如，ChatGPT 通过与人类之间进行的对话，以进一步培训和改善产品。虽然Open AI的一些训练数据包括可在公共互联网上获得的个人信息。但只是希望大语言模型了解世界，而不是了解个人。因此，Open AI努力在可行的情况下，从训练数据集中删除个人信息，微调模型以拒绝对私人个人信息的请求，并对个人提出的从数据库中删除其个人信息的请求做出回应。提高生成数据准确性大型语言模型根据之前的训练模式预测下一个单词、句子或长文。但在某些情况下，可能会出现数据不准确的情况。提高生成数据的准确性，是OpenAI和许多其他AI开发人员的重点正在取得进展。通过用户对被标记为不正确的主要数据源的 ChatGPT 输出的反馈，GPT-4产生真实数据的性能比GPT-3.5高了40%。持续的研究和参与OpenAI认为，解决AI安全问题的实际方法是投入更多时间和资源来研究有效的缓解和对齐技术，并测试它们在现实世界中的滥用情况。虽然OpenAI等了6个多月才部署GPT-4以更好地了解其功能、优势和风险，但有时可能需要比这更长的时间来提高AI系统的安全性。因此，政策制定者和 AI 供应商需要确保AI的开发和部署在全球范围内得到有效管理，这样就没有人会为了取得成功而偷工减料。这是一项艰巨的挑战，需要技术和制度创新，但OpenAI会全力以赴做出最大努力去改善。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941453971,"gmtCreate":1680564581794,"gmtModify":1680564585355,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941453971","repostId":"1113151400","repostType":4,"repost":{"id":"1113151400","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680535803,"share":"https://ttm.financial/m/news/1113151400?lang=en_US&edition=fundamental","pubTime":"2023-04-03 23:30","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Over 0.5%; S&P 500 Stayed Flat While Nasdaq Fell Nearly 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113151400","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading;  DJIA rose 0.55%;  S&P 500 slid 0.1% while  NASDAQ fell 0.88%.","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e318f17e0a8b59ccfb89b7eb6cee46\" tg-width=\"624\" tg-height=\"110\"/></p><p>U.S. stocks mixed in morning trading;  <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> rose 0.55%;  <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a> slid 0.1% while  <a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a> fell 0.88%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Over 0.5%; S&P 500 Stayed Flat While Nasdaq Fell Nearly 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Mixed in Morning Trading; Dow Jones Rose Over 0.5%; S&P 500 Stayed Flat While Nasdaq Fell Nearly 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-03 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e318f17e0a8b59ccfb89b7eb6cee46\" tg-width=\"624\" tg-height=\"110\"/></p><p>U.S. stocks mixed in morning trading;  <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> rose 0.55%;  <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a> slid 0.1% while  <a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a> fell 0.88%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113151400","content_text":"U.S. stocks mixed in morning trading;  DJIA rose 0.55%;  S&P 500 slid 0.1% while  NASDAQ fell 0.88%.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941459745,"gmtCreate":1680564552988,"gmtModify":1680564557101,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941459745","repostId":"2324813472","repostType":4,"repost":{"id":"2324813472","kind":"news","pubTimestamp":1680562936,"share":"https://ttm.financial/m/news/2324813472?lang=en_US&edition=fundamental","pubTime":"2023-04-04 07:02","market":"us","language":"zh","title":"Foreign Media Headlines | Inflation Mystery Adds Production Cuts to Uncertainty, Central Banks Undecide on rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2324813472","media":"环球市场播报","summary":"　　过去几周，各国的央行行长一直在苦思金融动荡将如何影响利率前景，但现在他们还要考虑油价上涨带来的冲击。　　OPEC+周日意外宣布减产导致原油价格可能再次飙升，这让欧元区、英国和美国的央行关于通胀走向以及为控制通胀应进一步加息多少的辩论变得更加复杂。　　摩根士丹利的策略师Michael Wilson警告说，科技股涨幅超过20%的暴涨行情是不可持续的，该板块将回落至新低。","content":"<p><html><head></head><body><strong>The main headlines that global financial media focused on last night and this morning were:</strong></p><p><strong>1. Another unknown factor has been added to the inflation maze, making it difficult for central banks around the world to decide on rate hike.</strong><strong></strong><strong>2. Wilson, a well-known short seller in the US stock market, said that the rise in US tech stocks was excessive.</strong><strong></strong><strong>3. The International Monetary Fund urges countries to tighten fiscal policies to reduce inflation.</strong><strong>　　</strong><strong>4. Dallas Federal Reserve: Loan demand from banks in the jurisdiction has fallen to its weakest level in three years.</strong><strong>　　</strong><strong>5. This is not the first time OPEC+ has been inconsistent in its words and actions; the last production cut proved to be a wise decision.</strong><strong></strong><strong>6. European Central Bank Holzmann: A 50 basis point rate hike is still possible in May.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eabbbe93271f9454041273a91713230\" tg-width=\"550\" tg-height=\"309\"/></p><p>　　<strong>Another unknown factor has been added to the inflation maze, making it difficult for central banks around the world to decide on rate hike.</strong></p><p>Over the past few weeks, central bank governors have been pondering how financial turmoil will affect the interest rate outlook, but now they also have to consider the impact of rising oil prices.</p><p>OPEC+'s unexpected announcement of production cuts on Sunday could cause crude oil prices to surge again, further complicating the debate among central banks in the Eurozone, the UK, and the US over the direction of inflation and how much further rate hike should be taken to control it.</p><p>However, the impact of production cut announcements like Sunday's sometimes doesn't last long. St. Louis Federal Reserve President James Bullard said on Monday that he had expected oil prices to rise, given China's economic unlocking, Europe's avoidance of recession, and continued strong U.S. economic data. “OPEC’s decision is surprising, but whether it will have a lasting impact I think is an open question,” Bullard said in an interview. He went on to say that some oil price fluctuations \"could push up inflation and make our job more difficult.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547dfcb42bd1bd4301bd79cf5cef6c64\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong>Wilson, a well-known short seller in the US stock market, said that the rise in US technology stocks was excessive.</strong></p><p>　　<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Strategist Michael Wilson warned that the surge in tech stocks, which has risen by more than 20%, is unsustainable and the sector will fall to new lows.</p><p>The Nasdaq 100 index surged into a bull market, driven by several...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>After the collapse, investors fled economically sensitive sectors such as banking. Wilson stated that part of the reason for this rotation is that the technology sector is considered a traditionally defensive industry, but he disagrees with this view, believing that the utilities, consumer staples, and healthcare sectors offer better risk-reward.</p><p>In his report, the strategist wrote, \"Tech stocks are actually more pro-cyclical, aligning with the bottoming out of the broader market during a bear market.\" After correctly predicting the stock market decline, Wilson ranked first in last year's institutional investor survey. Wilson said, \"We recommend waiting until the market hits a sustained low before buying technology stocks more aggressively, as the sector typically experiences periods of strong performance after a trough, and its cyclical nature is conducive to the sector's rise.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/724eb62e707fb46a106b441b3e935e42\" tg-width=\"550\" tg-height=\"330\"/></p><p>　　<strong>The International Monetary Fund urges countries to tighten their fiscal policies to reduce inflation.</strong></p><p>The International Monetary Fund (IMF) is urging countries struggling to cope with the highest inflation rates in three decades to tighten fiscal policy to help curb rising prices and ease rate hike pressures on central banks.</p><p>Ahead of next week's spring meeting, the IMF stated in its Fiscal Monitor analysis released on Monday that tax and spending policies play an important role in reducing dependence on monetary policy to reduce inflation.</p><p>The IMF stated that when central banks are forced to fight inflation alone, their rate hike is much greater than the rate hike when coordinated with fiscal policy. At the same time, countries should protect the poor who benefit most from public services by implementing transfer payment schemes.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a1105562b3ce6d2c40fc3c945a2f8de\" tg-width=\"550\" tg-height=\"313\"/></p><p>　　<strong>Dallas Fed: Demand for bank loans in the jurisdiction has fallen to its weakest level in three years.</strong></p><p>The Federal Reserve Bank of Dallas reported that bank loan demand in its jurisdiction has fallen to its weakest level since the outbreak of the COVID-19 pandemic in the spring of 2020, which may be a signal of a credit tightening following a series of rate hike and turmoil in the banking sector.</p><p>In the latest banking sector conditions survey, the Dallas Fed's overall lending demand index fell to -45.6, the lowest level since May 2020 and the steepest month-on-month decline since such surveys began in 2017. The indicator is compiled approximately every six to seven weeks.</p><p>The investigation took place from March 21 to 29, at which time<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>And three other banks have already gone bankrupt. In its report, the Federal Reserve Bank of Dallas stated, \"Some banks surveyed expressed concern that recent financial turmoil has weakened consumer confidence.\" The survey shows that the scale of loans has declined. Loans to consumers fell sharply, with related indicators hitting -33.4, marking the fifth consecutive month of decline.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/956063a07f79939665259a6c653cf47b\" tg-width=\"550\" tg-height=\"334\"/></p><p>　　<strong>This isn't the first time OPEC+ has been inconsistent in its words and actions; the last production cut proved to be a wise decision.</strong></p><p>OPEC+'s unexpected production cut decision on Sunday redefined the outlook for crude oil prices, bringing $100 a barrel back into focus.</p><p>Prior to Sunday's announcement, OPEC+'s own forecast data indicated that the group needed to increase, rather than decrease, crude oil supply in the second half of the year. Given that the International Energy Agency (IEA) expects demand to surge later this year, the global economy is once again facing new inflationary catalysts.</p><p>“There is indeed a bullish narrative right now,” Bob McNally, president of Rapidan Group and a former White House energy official, said in an interview on Monday. \"If it comes true, we will soon break through $100.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/896d3e3b80edaabdea60b90ff6f5d062\" tg-width=\"550\" tg-height=\"365\"/></p><p>　　<strong>European Central Bank Holzmann: A 50 basis point rate hike is still possible in May.</strong></p><p>Robert Holzmann, a member of the European Central Bank's Governing Council, said that if the turmoil shaking the global banking system does not worsen, another 50 basis point rate hike is still possible.</p><p>While acknowledging that the market turmoil caused by the collapse of Silicon Valley Bank could have a comparable rate hike effect by curbing credit, Holzmann said his \"feeling is to stay the same course.\"</p><p>Similarly, the hawkish Austrian central bank governor said that the unexpected production cuts announced by OPEC+ on Sunday were unlikely to have a significant impact on the future path.</p><p></body></html></p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines | Inflation Mystery Adds Production Cuts to Uncertainty, Central Banks Undecide on rate hike</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 | Inflation Mystery Adds Production Cuts to Uncertainty, Central Banks Undecide on rate hike\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2023-04-04 07:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>The main headlines that global financial media focused on last night and this morning were:</strong></p><p><strong>1. Another unknown factor has been added to the inflation maze, making it difficult for central banks around the world to decide on rate hike.</strong><strong></strong><strong>2. Wilson, a well-known short seller in the US stock market, said that the rise in US tech stocks was excessive.</strong><strong></strong><strong>3. The International Monetary Fund urges countries to tighten fiscal policies to reduce inflation.</strong><strong>　　</strong><strong>4. Dallas Federal Reserve: Loan demand from banks in the jurisdiction has fallen to its weakest level in three years.</strong><strong>　　</strong><strong>5. This is not the first time OPEC+ has been inconsistent in its words and actions; the last production cut proved to be a wise decision.</strong><strong></strong><strong>6. European Central Bank Holzmann: A 50 basis point rate hike is still possible in May.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eabbbe93271f9454041273a91713230\" tg-width=\"550\" tg-height=\"309\"/></p><p>　　<strong>Another unknown factor has been added to the inflation maze, making it difficult for central banks around the world to decide on rate hike.</strong></p><p>Over the past few weeks, central bank governors have been pondering how financial turmoil will affect the interest rate outlook, but now they also have to consider the impact of rising oil prices.</p><p>OPEC+'s unexpected announcement of production cuts on Sunday could cause crude oil prices to surge again, further complicating the debate among central banks in the Eurozone, the UK, and the US over the direction of inflation and how much further rate hike should be taken to control it.</p><p>However, the impact of production cut announcements like Sunday's sometimes doesn't last long. St. Louis Federal Reserve President James Bullard said on Monday that he had expected oil prices to rise, given China's economic unlocking, Europe's avoidance of recession, and continued strong U.S. economic data. “OPEC’s decision is surprising, but whether it will have a lasting impact I think is an open question,” Bullard said in an interview. He went on to say that some oil price fluctuations \"could push up inflation and make our job more difficult.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547dfcb42bd1bd4301bd79cf5cef6c64\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong>Wilson, a well-known short seller in the US stock market, said that the rise in US technology stocks was excessive.</strong></p><p>　　<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Strategist Michael Wilson warned that the surge in tech stocks, which has risen by more than 20%, is unsustainable and the sector will fall to new lows.</p><p>The Nasdaq 100 index surged into a bull market, driven by several...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>After the collapse, investors fled economically sensitive sectors such as banking. Wilson stated that part of the reason for this rotation is that the technology sector is considered a traditionally defensive industry, but he disagrees with this view, believing that the utilities, consumer staples, and healthcare sectors offer better risk-reward.</p><p>In his report, the strategist wrote, \"Tech stocks are actually more pro-cyclical, aligning with the bottoming out of the broader market during a bear market.\" After correctly predicting the stock market decline, Wilson ranked first in last year's institutional investor survey. Wilson said, \"We recommend waiting until the market hits a sustained low before buying technology stocks more aggressively, as the sector typically experiences periods of strong performance after a trough, and its cyclical nature is conducive to the sector's rise.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/724eb62e707fb46a106b441b3e935e42\" tg-width=\"550\" tg-height=\"330\"/></p><p>　　<strong>The International Monetary Fund urges countries to tighten their fiscal policies to reduce inflation.</strong></p><p>The International Monetary Fund (IMF) is urging countries struggling to cope with the highest inflation rates in three decades to tighten fiscal policy to help curb rising prices and ease rate hike pressures on central banks.</p><p>Ahead of next week's spring meeting, the IMF stated in its Fiscal Monitor analysis released on Monday that tax and spending policies play an important role in reducing dependence on monetary policy to reduce inflation.</p><p>The IMF stated that when central banks are forced to fight inflation alone, their rate hike is much greater than the rate hike when coordinated with fiscal policy. At the same time, countries should protect the poor who benefit most from public services by implementing transfer payment schemes.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a1105562b3ce6d2c40fc3c945a2f8de\" tg-width=\"550\" tg-height=\"313\"/></p><p>　　<strong>Dallas Fed: Demand for bank loans in the jurisdiction has fallen to its weakest level in three years.</strong></p><p>The Federal Reserve Bank of Dallas reported that bank loan demand in its jurisdiction has fallen to its weakest level since the outbreak of the COVID-19 pandemic in the spring of 2020, which may be a signal of a credit tightening following a series of rate hike and turmoil in the banking sector.</p><p>In the latest banking sector conditions survey, the Dallas Fed's overall lending demand index fell to -45.6, the lowest level since May 2020 and the steepest month-on-month decline since such surveys began in 2017. The indicator is compiled approximately every six to seven weeks.</p><p>The investigation took place from March 21 to 29, at which time<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>And three other banks have already gone bankrupt. In its report, the Federal Reserve Bank of Dallas stated, \"Some banks surveyed expressed concern that recent financial turmoil has weakened consumer confidence.\" The survey shows that the scale of loans has declined. Loans to consumers fell sharply, with related indicators hitting -33.4, marking the fifth consecutive month of decline.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/956063a07f79939665259a6c653cf47b\" tg-width=\"550\" tg-height=\"334\"/></p><p>　　<strong>This isn't the first time OPEC+ has been inconsistent in its words and actions; the last production cut proved to be a wise decision.</strong></p><p>OPEC+'s unexpected production cut decision on Sunday redefined the outlook for crude oil prices, bringing $100 a barrel back into focus.</p><p>Prior to Sunday's announcement, OPEC+'s own forecast data indicated that the group needed to increase, rather than decrease, crude oil supply in the second half of the year. Given that the International Energy Agency (IEA) expects demand to surge later this year, the global economy is once again facing new inflationary catalysts.</p><p>“There is indeed a bullish narrative right now,” Bob McNally, president of Rapidan Group and a former White House energy official, said in an interview on Monday. \"If it comes true, we will soon break through $100.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/896d3e3b80edaabdea60b90ff6f5d062\" tg-width=\"550\" tg-height=\"365\"/></p><p>　　<strong>European Central Bank Holzmann: A 50 basis point rate hike is still possible in May.</strong></p><p>Robert Holzmann, a member of the European Central Bank's Governing Council, said that if the turmoil shaking the global banking system does not worsen, another 50 basis point rate hike is still possible.</p><p>While acknowledging that the market turmoil caused by the collapse of Silicon Valley Bank could have a comparable rate hike effect by curbing credit, Holzmann said his \"feeling is to stay the same course.\"</p><p>Similarly, the hawkish Austrian central bank governor said that the unexpected production cuts announced by OPEC+ on Sunday were unlikely to have a significant impact on the future path.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/world/2023-04-04/doc-imypcytu9899368.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/956063a07f79939665259a6c653cf47b","relate_stocks":{"03086":"华夏纳指",".SPX":"S&P 500 Index",".DJI":"道琼斯","QNETCN":"纳斯达克中美互联网老虎指数",".IXIC":"NASDAQ Composite","TTTN":"老虎中美互联网巨头ETF"},"source_url":"https://finance.sina.com.cn/world/2023-04-04/doc-imypcytu9899368.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2324813472","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、通胀迷宫又添一个未知因子 全球央行对于加息举棋难定       2、美股知名空头Wilson称美国科技股的涨势过头       3、国际货币基金组织敦促各国紧缩财政以降通胀 　　4、达拉斯联储：辖区内银行贷款需求降至三年来最弱 　　5、OPEC+言行不一并非第一次 上次减产被证明是英明决策       6、欧洲央行Holzmann：5月仍有可能加息50个基点　　通胀迷宫又添一个未知因子 全球央行对于加息举棋难定　　过去几周，各国的央行行长一直在苦思金融动荡将如何影响利率前景，但现在他们还要考虑油价上涨带来的冲击。　　OPEC+周日意外宣布减产导致原油价格可能再次飙升，这让欧元区、英国和美国的央行关于通胀走向以及为控制通胀应进一步加息多少的辩论变得更加复杂。　　不过，像周日这样的减产公告产生的影响有时不会持续太久。圣路易斯联储行长James Bullard周一表示，鉴于中国经济解封、欧洲躲过衰退、美国经济数据持续强劲，他已预料到油价会上涨。“OPEC的决定令人吃惊，但是否会有持续的影响我认为是一个开放式的问题，” Bullard在接受采访时说。他接着表示，一些油价波动“可能会推高通胀，让我们的工作变得更困难点。”　　美股知名空头Wilson称美国科技股的涨势过头　　摩根士丹利的策略师Michael Wilson警告说，科技股涨幅超过20%的暴涨行情是不可持续的，该板块将回落至新低。　　纳斯达克100指数飙涨挺进牛市，因数家美国银行倒闭后，投资者纷纷逃离银行等对经济敏感的板块。Wilson表示，发生该轮动的部分原因是科技板块被视为传统的防御性行业，但他不同意这一观点，认为公用事业、必需消费品和医疗保健板块的风险回报更佳。　　这位策略师在报告中写道：“科技股实际上更趋于顺周期，在熊市中与大盘触底一致”。在正确预测到股市下跌后，Wilson去年在机构投资者调查中排名第一。Wilson说：“我们建议等待大盘触及持续低点后再更加激进地买入科技股，因为该行业通常会在低谷后经历表现强劲的时期，其周期性有利于该板块上涨”。　　国际货币基金组织敦促各国紧缩财政以降通胀　　国际货币基金组织（IMF）敦促那些艰难应对三十年来最高通胀率的国家收紧财政政策，以助力遏制价格上涨及减轻央行面临的加息压力。　　下周春季会议来临前，IMF在周一发布的《财政监测》分析篇中表示，税收和支出政策在降低对货币政策降通胀的依赖性方面发挥着重要作用。　　IMF表示，央行需单打独斗抗通胀时，其无奈之下的加息幅度比与财政政策协同情况下的加息幅度要大得多。同时，各国应该通过实施转移支付计划来保护那些最受益于公共服务的贫困人群。　　达拉斯联储：辖区内银行贷款需求降至三年来最弱　　达拉斯联邦储备银行报告称，辖区内银行贷款需求降至2020年春季新冠疫情爆发以来的最弱水平，这可能是在连续加息和银行业动荡后信贷紧缩的一个信号。　　在最新的银行业状况调查中，达拉斯联储整体贷款需求指数降至-45.6，为2020年5月以来的最低水平，创2017年开始此类调查以来的最严重环比下跌。该指标大约每六到七周编制一次。　　调查时间为3月21日至29日，当时硅谷银行和其他三家银行已经倒闭。达拉斯联储在报告中表示，“一些受访银行提及担心最近的金融动荡导致消费信心减弱”。调查显示，贷款规模下降。对消费者的贷款大幅下降，相关指标触及-33.4，为连续第五个月下滑。　　OPEC+言行不一并非第一次 上次减产被证明是英明决策　　周日OPEC+出人意料的减产决定重新定义了原油价格前景，每桶100美元再次回到视线之内。　　在周日宣布之前，OPEC+自己的预测数据显示该集团下半年需要增加而不是减少原油供应。鉴于国际能源署（IEA）预计今年晚些时候需求将激增，全球经济再度面临新的通胀催化因素。　　“现在的确存在一种看涨的说法，”曾任白宫能源官员的Rapidan Group总裁Bob McNally周一接受采访称。“如果成真，我们很快就能突破100美元”。　　欧洲央行Holzmann：5月仍有可能加息50个基点　　欧洲央行管理委员会成员Robert Holzmann表示，如果撼动全球银行体系的动荡局势不恶化，那么再加息50个基点仍有可能。　　Holzmann虽然承认硅谷银行倒闭所引起的市场动荡通过遏制信贷，可能产生可比的加息效果，但他说他的“感觉还是保持原先路线不变”。　　类似的，这位立场鹰派的奥地利央行行长说道，周日OPEC+宣布意外减产不太可能对未来的路径产生巨大影响。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"TTTN":1,"03086":1,"QNETCN":1,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941431542,"gmtCreate":1680517551586,"gmtModify":1680517555012,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941431542","repostId":"1113475555","repostType":2,"repost":{"id":"1113475555","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":1680508013,"share":"https://ttm.financial/m/news/1113475555?lang=en_US&edition=fundamental","pubTime":"2023-04-03 15:46","market":"us","language":"zh","title":"The Nasdaq rose nearly 17% in the first quarter, its best performance in nearly three years! Goldman Sachs: The current rally in US stocks will continue into April.","url":"https://stock-news.laohu8.com/highlight/detail?id=1113475555","media":"老虎资讯综合","summary":"2023年的一季度在一团和气中划上了句号，全球主要股指多数走高。代表着科技成长股的纳指在今年前三个月累计上涨16.77%，为2020年二季度以来的最大涨幅，同时纳指与道指之间的涨幅差距也是2001年以","content":"<p><html><head></head><body>The first quarter of 2023 came to a harmonious end, with most major global stock indices rising. The Nasdaq, representing technology growth stocks, rose 16.77% in the first three months of this year, the largest gain since the second quarter of 2020. At the same time, the gap between the Nasdaq and the Dow Jones Industrial Average is also the largest since 2001.</p><p>Looking at the US stock market as a whole, after a brief rebound in January, it fell into a sustained slump. In February, affected by the Federal Reserve's continued rate hike, the US stock market was gloomy, and well-known analysts and market participants warned investors that the US stock market had entered a \"death zone\". Until early March, cooling inflation in the United States and turmoil in the U.S. banking system, especially the collapse of Silicon Valley Bank and the merger of UBS and Credit Suisse, led investors to believe that the Federal Reserve would not continue to use rate hike to combat inflation. This led investors to bet that the Fed's rate hike had reached its peak, resulting in a collective influx of technology stocks that had plummeted last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9bb26b44a6f39f16c5b0e2ddceab4b9\" tg-width=\"750\" tg-height=\"1369\"/></p><p>In terms of individual stocks, rising gold prices have supported South African gold mining giant Goldfield, which rose nearly 50% in March. Since March, international gold prices have risen rapidly, repeatedly breaking through the $1,900/ounce and $2,000/ounce levels. Despite a recent pullback, it remains hovering above $1,900 per ounce, showing impressive performance.</p><p>Sea, known as the \"Little Tencent of Southeast Asia,\" has seen a cumulative increase of nearly 40% this month, with its stock price hitting a new high since September last year. Investment bank Bernstein released a research report raising its earnings forecast for Sea (SE.US), partly due to the continued growth of e-commerce. Analyst Venugopal Garre currently predicts that SEA's revenue and net profit in 2023 will be $11.56 billion and $9 million, respectively, higher than the previous expectations of $9.92 billion and a loss of $1.95 billion. He also adjusted his forecast for 2024.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dce7e3d56894d874faf0525cab0a20e\" tg-width=\"750\" tg-height=\"1295\"/></p><p><strong>What's next for the US stock market?</strong></p><p>Despite multiple negative factors, Goldman Sachs analyst Scott Rubner is not surprised by the recent rebound in US stocks and predicts that this rally may continue into April, as position data shows that hedge funds and retail investors are somewhat overly bearish.</p><p>He pointed out that the stock market often moves in the opposite direction to what the market generally expects. In late March, despite the second-largest bank failure in U.S. history and the Federal Reserve raising its rate hike by 25 basis points again, the S&P 500 still rose 3%, as reflected in the stock market performance.</p><p>According to a recent report by Rubner, Wall Street trend-following traders, also known as commodity trading advisors (CTAs), currently have around $26 billion in positions betting on the S&P 500 falling, the largest short position since October 2021.</p><p>Commodity Trading Advisor (CTA) funds, also known as managed futures funds, refer to professional fund managers who use funds entrusted by clients to invest in the global futures and options markets to obtain returns, while also charging corresponding management fees.</p><p>This overly bearish position led Rubner to believe that the rally in the U.S. stock market would continue into April.</p><p>“There’s too much going on on the ‘macro’ side to be confident about trading, but I’m bullish on the stock market in April,” he added.</p><p>Ryan Detrick, chief market strategist at market consulting firm Carson Group, agreed with Rubner, especially considering that the U.S. stock market is entering one of the best periods of a four-year presidential term in history.</p><p>“Historically, the average increase in the second quarter of the year before an election is 4.8%, and historically it could be higher 72% of the time. Given the overall negative sentiment, the economy continuing to challenge skeptics, and this positive seasonal factor, we are open to a continuation of the rebound from the low of last October,” he said.</p><p>In addition, Detrick emphasized that since 1950, there has been a 94% probability that the U.S. stock market will rise in April, the year before an election.</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>The Nasdaq rose nearly 17% in the first quarter, its best performance in nearly three years! Goldman Sachs: The current rally in US stocks will continue into April.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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 Nasdaq rose nearly 17% in the first quarter, its best performance in nearly three years! Goldman Sachs: The current rally in US stocks will continue into April.\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 15:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The first quarter of 2023 came to a harmonious end, with most major global stock indices rising. The Nasdaq, representing technology growth stocks, rose 16.77% in the first three months of this year, the largest gain since the second quarter of 2020. At the same time, the gap between the Nasdaq and the Dow Jones Industrial Average is also the largest since 2001.</p><p>Looking at the US stock market as a whole, after a brief rebound in January, it fell into a sustained slump. In February, affected by the Federal Reserve's continued rate hike, the US stock market was gloomy, and well-known analysts and market participants warned investors that the US stock market had entered a \"death zone\". Until early March, cooling inflation in the United States and turmoil in the U.S. banking system, especially the collapse of Silicon Valley Bank and the merger of UBS and Credit Suisse, led investors to believe that the Federal Reserve would not continue to use rate hike to combat inflation. This led investors to bet that the Fed's rate hike had reached its peak, resulting in a collective influx of technology stocks that had plummeted last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9bb26b44a6f39f16c5b0e2ddceab4b9\" tg-width=\"750\" tg-height=\"1369\"/></p><p>In terms of individual stocks, rising gold prices have supported South African gold mining giant Goldfield, which rose nearly 50% in March. Since March, international gold prices have risen rapidly, repeatedly breaking through the $1,900/ounce and $2,000/ounce levels. Despite a recent pullback, it remains hovering above $1,900 per ounce, showing impressive performance.</p><p>Sea, known as the \"Little Tencent of Southeast Asia,\" has seen a cumulative increase of nearly 40% this month, with its stock price hitting a new high since September last year. Investment bank Bernstein released a research report raising its earnings forecast for Sea (SE.US), partly due to the continued growth of e-commerce. Analyst Venugopal Garre currently predicts that SEA's revenue and net profit in 2023 will be $11.56 billion and $9 million, respectively, higher than the previous expectations of $9.92 billion and a loss of $1.95 billion. He also adjusted his forecast for 2024.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dce7e3d56894d874faf0525cab0a20e\" tg-width=\"750\" tg-height=\"1295\"/></p><p><strong>What's next for the US stock market?</strong></p><p>Despite multiple negative factors, Goldman Sachs analyst Scott Rubner is not surprised by the recent rebound in US stocks and predicts that this rally may continue into April, as position data shows that hedge funds and retail investors are somewhat overly bearish.</p><p>He pointed out that the stock market often moves in the opposite direction to what the market generally expects. In late March, despite the second-largest bank failure in U.S. history and the Federal Reserve raising its rate hike by 25 basis points again, the S&P 500 still rose 3%, as reflected in the stock market performance.</p><p>According to a recent report by Rubner, Wall Street trend-following traders, also known as commodity trading advisors (CTAs), currently have around $26 billion in positions betting on the S&P 500 falling, the largest short position since October 2021.</p><p>Commodity Trading Advisor (CTA) funds, also known as managed futures funds, refer to professional fund managers who use funds entrusted by clients to invest in the global futures and options markets to obtain returns, while also charging corresponding management fees.</p><p>This overly bearish position led Rubner to believe that the rally in the U.S. stock market would continue into April.</p><p>“There’s too much going on on the ‘macro’ side to be confident about trading, but I’m bullish on the stock market in April,” he added.</p><p>Ryan Detrick, chief market strategist at market consulting firm Carson Group, agreed with Rubner, especially considering that the U.S. stock market is entering one of the best periods of a four-year presidential term in history.</p><p>“Historically, the average increase in the second quarter of the year before an election is 4.8%, and historically it could be higher 72% of the time. Given the overall negative sentiment, the economy continuing to challenge skeptics, and this positive seasonal factor, we are open to a continuation of the rebound from the low of last October,” he said.</p><p>In addition, Detrick emphasized that since 1950, there has been a 94% probability that the U.S. stock market will rise in April, the year before an election.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113475555","content_text":"2023年的一季度在一团和气中划上了句号，全球主要股指多数走高。代表着科技成长股的纳指在今年前三个月累计上涨16.77%，为2020年二季度以来的最大涨幅，同时纳指与道指之间的涨幅差距也是2001年以来最大的。从美股大盘来看，今年1月在短暂反弹后陷入了持续的低迷，2月受美联储持续加息影响，美股愁云惨淡，知名分析师和市场人士纷纷警告投资者美股陷入“死亡区”。直到3月初，美国通胀降温以及美国银行系统的动荡，特别是硅谷银行的倒闭，以及瑞银和瑞信的合并，让投资者相信美联储不会继续通过加息来对抗通胀，让投资者纷纷押注美联储加息已到顶点，于是集体涌入去年大跌的科技股。个股方面，一路攀升的金价力撑南非金矿巨头金田3月累涨近50%。3月份以来，国际金价快速上行，接连突破1900美元/盎司、2000美元/盎司的整数关口。尽管近期有所回调，但仍在1900美元/盎司以上徘徊，表现依旧抢眼。“东南亚小腾讯”Sea本月累计涨幅接近40%，股价创自去年9月以来新高。投行Bernstein发布研报，提高Sea(SE.US)的盈利预期，部分原因是电子商务的持续增长。分析师Venugopal Garre目前预计，Sea2023年的营收和净利润将分别为115.6亿美元和900万美元，高于此前预期的99.2亿美元和亏损19.5亿美元。他还调整了对2024年的预测。美股接下来怎么看？在多重利空因素下，高盛分析师Scott Rubner却对美股近期的反弹并不感到意外，而且预计本轮涨势可能会延续到4月，因为仓位数据显示，对冲基金和散户投资者有些过度看空。他指出，股市的走势往往与市场普遍预期的走势相反。3月下旬，尽管美国发生了历史上第二大银行倒闭，美联储也再次加息25个基点，但标准普尔500指数仍上涨了3%，股市的走势就体现了这一点。根据Rubner最新发布的一份报告，华尔街的趋势跟踪交易员，也被称为大宗商品交易顾问（CTA），目前押注标普500指数将下跌的头寸高达260亿美元左右，这是自2021年10月以来最大的空头头寸。商品交易顾问（CTA）基金，也称作管理期货基金，它是指由专业的资金管理人运用客户委托的资金自主决定投资于全球期货市场和期权市场以获得回报，同时也会收取相应管理费用。这种过度看空的仓位让Rubner相信，美国股市的涨势将延续到4月份。“‘宏观’方面发生的事情太多，无法对交易抱有信心，但我看好4月股市，”他补充说。市场咨询公司Carson Group首席市场策略师Ryan Detrick也同意Rubner的看法，尤其是考虑到美国股市正在进入历史上四年总统任期内表现最好的时期之一。“从历史上看，大选前一年的第二季度平均上涨4.8%，历史上72%的时间里还可更高。鉴于整体负面情绪，经济继续挑战怀疑论者，以及这种积极的季节性因素，我们对从去年10月低点反弹的延续持开放态度，”他表示。除此之外，Detrick还强调，自1950年以来，在大选前一年的4月份，美国股市有94%的概率是上涨的。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941563669,"gmtCreate":1680438470952,"gmtModify":1680438474354,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941563669","repostId":"9941587285","repostType":1,"repost":{"id":9941587285,"gmtCreate":1680435016648,"gmtModify":1680436744822,"author":{"id":"4136622963492142","authorId":"4136622963492142","name":"周升升之炒家路","avatar":"https://community-static.tradeup.com/news/d271de6bb49ff6c56058f556042dd482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136622963492142","idStr":"4136622963492142"},"themes":[],"title":"#1024快手","htmlText":"<a href=\"https://ttm.financial/S/01024\">$快手-W(01024)$&nbsp;</a><a href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$&nbsp;</a> #1024快手 補充一下對快手業績既睇法。我覺得全年計#1024快手業績絕對見得人，收入、毛利都上升，國內收入繼續穩步上升一成幾，國外收入更因基數低大升7倍幾。而國內業務亦已有經營利潤。 平均日活躍、月活躍用戶都上升，日均使用時長都有升，每位日活躍用戶平均線上營銷服務收入就輕微下跌。不過亮眼既係，GMV比起舊年有大幅提升。猶其Q4，電商交易總額同比增長三成。 內地上年第四季開始放鬆疫情管控，線上廣告即刻有高速增長，可見公司對經濟復常、消費復甦嘅敏感度係高。直播收入亦創左record high ，去到100億。 公司成本控制亦都ok ，收入多左但銷售/營銷開支減少，好事黎。 總的來說就是明顯見到內地呢類科企吸金能力其實仍然係高，但同經濟整體既關聯度亦唔細，今年疫後復常首年，經濟同消費復蘇對快手呢類公司影響應屬正面，不過國內攪直播、電商既平臺亦愈來愈多，競爭激烈，提升用戶黏性十分重要，快手係國內算係多人用，內容有其個人之處，小弟對此股前景仍然正面。 股價舊年做左底最高反彈到8字頭，2月竟然隊番穿50，週線圖似做緊底，港股呢浸我覺得會好番少少，暫時目標睇番前頂先，但相信要時間。 ** 所有內容純屬個人分享，並不構成任何投資要約 #1024快手 #業績 小弟FB及IG專頁 ,及YouTube channel請多多支持 https://www.facebook.com/profile.php?id=100069764598190 https://www.instagram.com/chowfryerman/ https://www.you","listText":"<a href=\"https://ttm.financial/S/01024\">$快手-W(01024)$&nbsp;</a><a href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$&nbsp;</a> #1024快手 補充一下對快手業績既睇法。我覺得全年計#1024快手業績絕對見得人，收入、毛利都上升，國內收入繼續穩步上升一成幾，國外收入更因基數低大升7倍幾。而國內業務亦已有經營利潤。 平均日活躍、月活躍用戶都上升，日均使用時長都有升，每位日活躍用戶平均線上營銷服務收入就輕微下跌。不過亮眼既係，GMV比起舊年有大幅提升。猶其Q4，電商交易總額同比增長三成。 內地上年第四季開始放鬆疫情管控，線上廣告即刻有高速增長，可見公司對經濟復常、消費復甦嘅敏感度係高。直播收入亦創左record high ，去到100億。 公司成本控制亦都ok ，收入多左但銷售/營銷開支減少，好事黎。 總的來說就是明顯見到內地呢類科企吸金能力其實仍然係高，但同經濟整體既關聯度亦唔細，今年疫後復常首年，經濟同消費復蘇對快手呢類公司影響應屬正面，不過國內攪直播、電商既平臺亦愈來愈多，競爭激烈，提升用戶黏性十分重要，快手係國內算係多人用，內容有其個人之處，小弟對此股前景仍然正面。 股價舊年做左底最高反彈到8字頭，2月竟然隊番穿50，週線圖似做緊底，港股呢浸我覺得會好番少少，暫時目標睇番前頂先，但相信要時間。 ** 所有內容純屬個人分享，並不構成任何投資要約 #1024快手 #業績 小弟FB及IG專頁 ,及YouTube channel請多多支持 https://www.facebook.com/profile.php?id=100069764598190 https://www.instagram.com/chowfryerman/ https://www.you","text":"$快手-W(01024)$ $恆生指數(HSI)$ #1024快手 補充一下對快手業績既睇法。我覺得全年計#1024快手業績絕對見得人，收入、毛利都上升，國內收入繼續穩步上升一成幾，國外收入更因基數低大升7倍幾。而國內業務亦已有經營利潤。 平均日活躍、月活躍用戶都上升，日均使用時長都有升，每位日活躍用戶平均線上營銷服務收入就輕微下跌。不過亮眼既係，GMV比起舊年有大幅提升。猶其Q4，電商交易總額同比增長三成。 內地上年第四季開始放鬆疫情管控，線上廣告即刻有高速增長，可見公司對經濟復常、消費復甦嘅敏感度係高。直播收入亦創左record high ，去到100億。 公司成本控制亦都ok ，收入多左但銷售/營銷開支減少，好事黎。 總的來說就是明顯見到內地呢類科企吸金能力其實仍然係高，但同經濟整體既關聯度亦唔細，今年疫後復常首年，經濟同消費復蘇對快手呢類公司影響應屬正面，不過國內攪直播、電商既平臺亦愈來愈多，競爭激烈，提升用戶黏性十分重要，快手係國內算係多人用，內容有其個人之處，小弟對此股前景仍然正面。 股價舊年做左底最高反彈到8字頭，2月竟然隊番穿50，週線圖似做緊底，港股呢浸我覺得會好番少少，暫時目標睇番前頂先，但相信要時間。 ** 所有內容純屬個人分享，並不構成任何投資要約 #1024快手 #業績 小弟FB及IG專頁 ,及YouTube channel請多多支持 https://www.facebook.com/profile.php?id=100069764598190 https://www.instagram.com/chowfryerman/ https://www.you","images":[{"img":"https://community-static.tradeup.com/news/5dcee530ba760c42557e88a49612a562","width":"1284","height":"1700"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941587285","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941879400,"gmtCreate":1680162554001,"gmtModify":1680162557878,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941879400","repostId":"1140415661","repostType":2,"repost":{"id":"1140415661","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":1680151773,"share":"https://ttm.financial/m/news/1140415661?lang=en_US&edition=fundamental","pubTime":"2023-03-30 12:49","market":"us","language":"zh","title":"Large Options Orders | Bubble or Opportunity? Institutions recommend buying Nvidia; JPMorgan calls for Alibaba to double in value; will the spin-off change the valuation logic?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140415661","media":"老虎资讯综合","summary":"摘要：美东时间3月29日，期权市场总成交量达34,944,942张合约，其中，看涨期权占比51%；泡沫还是机会？英伟达高估值劝退投资者，机构却建议继续买入； 分拆彻底改变估值逻辑？摩根大通甚至喊“阿里","content":"<p><html><head></head><body><strong>Abstract: On March 29, Eastern Time, the total trading volume in the options market reached 34,944,942 contracts, of which call options accounted for 51%. Bubble or opportunity?<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>High valuations deter investors, but institutions recommend continuing to buy. Will the spin-off completely change the valuation logic?<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>They even shouted \"Alibaba will double\".</strong><strong>MARKET OVERVIEW</strong></p><p>On March 29, Eastern Time, U.S. stocks closed higher on Wednesday, while U.S. Treasury yields fell, driving a rebound in the stock index. Concerns about the state of the banking sector have eased somewhat, boosting market sentiment. At the close of trading, the Dow Jones Industrial Average rose 1%, the Nasdaq Composite rose 1.79%, and the S&P 500 rose 1.42%. The Nasdaq 100, representing blue-chip tech stocks, rebounded more than 20% from its low on December 28 last year at the close of trading on Wednesday, entering a new technical bull market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8f84c4b2fd8c097fadd6712725370b3\" title=\"数据来源：老虎国际\" tg-width=\"967\" tg-height=\"152\"/><span>Data source: Tiger International</span></p><p>On Wednesday, the total trading volume in the options market reached 34,944,942 contracts, of which call options accounted for 51%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8c7c3ea5375f9537f05714b819d12f\" title=\"数据来源：Market Chameleon\" tg-width=\"1803\" tg-height=\"391\"/><span>Data Source ：Market Chameleon</span></p><p>The S&P 500 ETF-SPY options traded 7.852 million contracts, of which put options accounted for 60%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c82e5dc761bd658491402f1629c9015\" title=\"数据来源：Market Chameleon\" tg-width=\"1596\" tg-height=\"399\"/><span>Data Source ：Market Chameleon</span></p><p><strong>II. Top 10 Options Trading Volume</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f48548cb0ef6aacac71107b865d09c0\" title=\"数据来源：老虎国际\" tg-width=\"828\" tg-height=\"1418\"/><span>Data source: Tiger International</span></p><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong>It rose more than 2% on Wednesday to $193.88. 1.666 million options contracts were traded, with call options accounting for 57% of all options trading. The exercise price expiring on March 31, 2023 is $195.<strong>Call option</strong>The trading volume was particularly high, with 168,269 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e7c46376a554af8a670532aebf7cf3a\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"270\"/><span>Data Source ：Market Chameleon</span></p><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></strong>It rose 1.54% to $99.92 on Wednesday. 590,700 options contracts were traded, with call options accounting for 76% of all options trading. The exercise price expiring on March 31, 2023 is $100.<strong>Call option</strong>The trading volume was particularly high, with 43,454 tickets sold. This means that in the options market, funds are betting around $100 or this week's high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa4154fc5d816569d6157f86db01dd1f\" title=\"数据来源：Market Chameleon\"/><span>Data Source ：Market Chameleon</span></p><p>In terms of news:<strong>JPMorgan Stanley: Reform changes valuations.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The stock price may more than double.</strong><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It was stated that Alibaba's \"1-to-6\" restructuring can be compared to...<a href=\"https://laohu8.com/S/GOOG\">Google</a>The transition to Alphabet would be a sentiment booster that could drive the stock price in the near future. Analysts also believe that Alibaba's restructuring may have a more significant impact on its business fundamentals and stock price in the medium to long term. Yao stated that although Alibaba's stock price only rose 14% on Tuesday after announcing the changes, in the best-case scenario, Alibaba's stock price could rise to $210. The analyst also stated that Alibaba may no longer apply valuation models such as P/E, but instead switch to SOTP valuations, especially after the news of when and where the subsidiary will IPO becomes clear.<strong>Other Wall Street analysts agree,</strong>Mizuho analyst James Lee said that SOTP will be used to value the spun-off business units: under the benchmark scenario, Alibaba has a target price of $155. In a bull market situation, we have raised our target price for Alibaba to $190. We believe that only the core business segments and cloud computing businesses are factored into the stock price, while businesses such as food delivery, online video, and payments are free call options.<strong><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></strong>It rose more than 2% on Wednesday to $269.84. 581,300 options contracts were traded, with call options accounting for 76% of all options trading. The exercise price expiring on March 31, 2023 is $270.<strong>Call option</strong>The trading volume was particularly high, with 45,038 tickets sold.</p><p><strong>In terms of news: More investment banks have recently downgraded Nvidia's rating to \"buy\".</strong><span style=\"color:#B94545;\" class=\"color-mark\">Bubble or opportunity? Nvidia's high valuation is deterring investors, but institutions recommend continuing to buy!</span>As we chatted<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has become a global sensation, and the stocks of a number of related companies in the US stock market have collectively risen. The stock price of Nvidia, the core AI computing power \"brain\" behind it, has been \"far ahead of the competition\". According to data compiled by media outlets, Nvidia's expected P/E has reached an astonishing 56 times. However, this did not deter Wall Street analysts. Data from the media outlet \"MarketWatch\" shows that more investment banks have recently downgraded Nvidia's rating to \"buy\". Two weeks ago, a well-known investment bank<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>They upgraded Nvidia's stock rating from \"hold\" to \"buy,\" and raised their target price from $255 to $304.<strong>III. Abnormal Movement</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82af5898cccc5f3b98a9c132eae7f383\" title=\"数据来源：Market Chameleon\" tg-width=\"1716\" tg-height=\"593\"/><span>Data Source ：Market Chameleon</span></p><p>Timelines for several new chips were announced.<strong><a href=\"https://laohu8.com/S/INTC\">Intel</a></strong>It rose more than 7% on Wednesday to $31.52. The exercise price expiring on March 31, 2023 is $31.<strong>Call option</strong>The trading volume was particularly high, with 45,452 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ddce6e7e060bcb7544b63f5825dc602\" title=\"数据来源：Market Chameleon\" tg-width=\"1642\" tg-height=\"272\"/><span>Data Source ：Market Chameleon</span></p><p>Q3 earnings guidance met expectations, and artificial intelligence is expected to boost sales in 2025!<strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></strong>It rose more than 7% on Wednesday to $63.54. The exercise price expiring on March 31, 2023 is $64.<strong>Call option</strong>The trading volume was particularly high, with 17,390 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/955de4777eef6df3df0982e9ebb69ab8\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"272\"/><span>Data Source ：Market Chameleon</span></p><p>Revenue increased by 30% year-on-year in 2022, with earnings guidance exceeding expectations.<strong>Lululemon</strong>It surged more than 12% on Wednesday to $361.04. The exercise price expiring on March 31, 2023 is $370.<strong>Call option</strong>The trading volume was particularly high, with 9,375 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0badd6b4f0dc04dcafadb56dfadf97d9\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"269\"/><span>Data Source ：Market Chameleon</span></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>Large Options Orders | Bubble or Opportunity? Institutions recommend buying Nvidia; JPMorgan calls for Alibaba to double in value; will the spin-off change the valuation logic?</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\">\nLarge Options Orders | Bubble or Opportunity? Institutions recommend buying Nvidia; JPMorgan calls for Alibaba to double in value; will the spin-off change the valuation logic?\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\">2023-03-30 12:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract: On March 29, Eastern Time, the total trading volume in the options market reached 34,944,942 contracts, of which call options accounted for 51%. Bubble or opportunity?<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>High valuations deter investors, but institutions recommend continuing to buy. Will the spin-off completely change the valuation logic?<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>They even shouted \"Alibaba will double\".</strong><strong>MARKET OVERVIEW</strong></p><p>On March 29, Eastern Time, U.S. stocks closed higher on Wednesday, while U.S. Treasury yields fell, driving a rebound in the stock index. Concerns about the state of the banking sector have eased somewhat, boosting market sentiment. At the close of trading, the Dow Jones Industrial Average rose 1%, the Nasdaq Composite rose 1.79%, and the S&P 500 rose 1.42%. The Nasdaq 100, representing blue-chip tech stocks, rebounded more than 20% from its low on December 28 last year at the close of trading on Wednesday, entering a new technical bull market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8f84c4b2fd8c097fadd6712725370b3\" title=\"数据来源：老虎国际\" tg-width=\"967\" tg-height=\"152\"/><span>Data source: Tiger International</span></p><p>On Wednesday, the total trading volume in the options market reached 34,944,942 contracts, of which call options accounted for 51%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8c7c3ea5375f9537f05714b819d12f\" title=\"数据来源：Market Chameleon\" tg-width=\"1803\" tg-height=\"391\"/><span>Data Source ：Market Chameleon</span></p><p>The S&P 500 ETF-SPY options traded 7.852 million contracts, of which put options accounted for 60%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c82e5dc761bd658491402f1629c9015\" title=\"数据来源：Market Chameleon\" tg-width=\"1596\" tg-height=\"399\"/><span>Data Source ：Market Chameleon</span></p><p><strong>II. Top 10 Options Trading Volume</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f48548cb0ef6aacac71107b865d09c0\" title=\"数据来源：老虎国际\" tg-width=\"828\" tg-height=\"1418\"/><span>Data source: Tiger International</span></p><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong>It rose more than 2% on Wednesday to $193.88. 1.666 million options contracts were traded, with call options accounting for 57% of all options trading. The exercise price expiring on March 31, 2023 is $195.<strong>Call option</strong>The trading volume was particularly high, with 168,269 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e7c46376a554af8a670532aebf7cf3a\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"270\"/><span>Data Source ：Market Chameleon</span></p><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></strong>It rose 1.54% to $99.92 on Wednesday. 590,700 options contracts were traded, with call options accounting for 76% of all options trading. The exercise price expiring on March 31, 2023 is $100.<strong>Call option</strong>The trading volume was particularly high, with 43,454 tickets sold. This means that in the options market, funds are betting around $100 or this week's high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa4154fc5d816569d6157f86db01dd1f\" title=\"数据来源：Market Chameleon\"/><span>Data Source ：Market Chameleon</span></p><p>In terms of news:<strong>JPMorgan Stanley: Reform changes valuations.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The stock price may more than double.</strong><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It was stated that Alibaba's \"1-to-6\" restructuring can be compared to...<a href=\"https://laohu8.com/S/GOOG\">Google</a>The transition to Alphabet would be a sentiment booster that could drive the stock price in the near future. Analysts also believe that Alibaba's restructuring may have a more significant impact on its business fundamentals and stock price in the medium to long term. Yao stated that although Alibaba's stock price only rose 14% on Tuesday after announcing the changes, in the best-case scenario, Alibaba's stock price could rise to $210. The analyst also stated that Alibaba may no longer apply valuation models such as P/E, but instead switch to SOTP valuations, especially after the news of when and where the subsidiary will IPO becomes clear.<strong>Other Wall Street analysts agree,</strong>Mizuho analyst James Lee said that SOTP will be used to value the spun-off business units: under the benchmark scenario, Alibaba has a target price of $155. In a bull market situation, we have raised our target price for Alibaba to $190. We believe that only the core business segments and cloud computing businesses are factored into the stock price, while businesses such as food delivery, online video, and payments are free call options.<strong><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></strong>It rose more than 2% on Wednesday to $269.84. 581,300 options contracts were traded, with call options accounting for 76% of all options trading. The exercise price expiring on March 31, 2023 is $270.<strong>Call option</strong>The trading volume was particularly high, with 45,038 tickets sold.</p><p><strong>In terms of news: More investment banks have recently downgraded Nvidia's rating to \"buy\".</strong><span style=\"color:#B94545;\" class=\"color-mark\">Bubble or opportunity? Nvidia's high valuation is deterring investors, but institutions recommend continuing to buy!</span>As we chatted<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has become a global sensation, and the stocks of a number of related companies in the US stock market have collectively risen. The stock price of Nvidia, the core AI computing power \"brain\" behind it, has been \"far ahead of the competition\". According to data compiled by media outlets, Nvidia's expected P/E has reached an astonishing 56 times. However, this did not deter Wall Street analysts. Data from the media outlet \"MarketWatch\" shows that more investment banks have recently downgraded Nvidia's rating to \"buy\". Two weeks ago, a well-known investment bank<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>They upgraded Nvidia's stock rating from \"hold\" to \"buy,\" and raised their target price from $255 to $304.<strong>III. Abnormal Movement</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82af5898cccc5f3b98a9c132eae7f383\" title=\"数据来源：Market Chameleon\" tg-width=\"1716\" tg-height=\"593\"/><span>Data Source ：Market Chameleon</span></p><p>Timelines for several new chips were announced.<strong><a href=\"https://laohu8.com/S/INTC\">Intel</a></strong>It rose more than 7% on Wednesday to $31.52. The exercise price expiring on March 31, 2023 is $31.<strong>Call option</strong>The trading volume was particularly high, with 45,452 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ddce6e7e060bcb7544b63f5825dc602\" title=\"数据来源：Market Chameleon\" tg-width=\"1642\" tg-height=\"272\"/><span>Data Source ：Market Chameleon</span></p><p>Q3 earnings guidance met expectations, and artificial intelligence is expected to boost sales in 2025!<strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></strong>It rose more than 7% on Wednesday to $63.54. The exercise price expiring on March 31, 2023 is $64.<strong>Call option</strong>The trading volume was particularly high, with 17,390 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/955de4777eef6df3df0982e9ebb69ab8\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"272\"/><span>Data Source ：Market Chameleon</span></p><p>Revenue increased by 30% year-on-year in 2022, with earnings guidance exceeding expectations.<strong>Lululemon</strong>It surged more than 12% on Wednesday to $361.04. The exercise price expiring on March 31, 2023 is $370.<strong>Call option</strong>The trading volume was particularly high, with 9,375 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0badd6b4f0dc04dcafadb56dfadf97d9\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"269\"/><span>Data Source ：Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4566":"资本集团","LU0109392836.USD":"富兰克林科技股A","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4504":"桥水持仓","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4549":"软银资本持仓","AAPL":"苹果","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","QQQ":"纳指100ETF","BK4567":"ESG概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LULU":"lululemon athletica","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","MU":"美光科技","BK4548":"巴美列捷福持仓","NVDA":"英伟达","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","INTC":"英特尔","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BABA":"阿里巴巴","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SPY":"标普500ETF","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","JPM":"摩根大通","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140415661","content_text":"摘要：美东时间3月29日，期权市场总成交量达34,944,942张合约，其中，看涨期权占比51%；泡沫还是机会？英伟达高估值劝退投资者，机构却建议继续买入； 分拆彻底改变估值逻辑？摩根大通甚至喊“阿里翻倍”。一、市场概览美东时间3月29日，美股周三收高，美债收益率回落，推动股指反弹。对银行业状况的担忧有所缓解，也提振了市场情绪。截止收盘，道琼斯指数涨1%，纳斯达克指数涨1.79%，标普500指数涨1.42%，代表着科技蓝筹的纳斯达克100指数周三收盘时，较去年12月28日的低点反弹超过20%，进入了崭新的技术性牛市。数据来源：老虎国际周三，期权市场总成交量达34,944,942张合约，其中，看涨期权占比51%。数据来源：Market Chameleon标普指数ETF-SPY期权成交785.2万张合约，其中，看跌期权占比60%。数据来源：Market Chameleon二、期权成交总量TOP10数据来源：老虎国际特斯拉周三涨超2%，报193.88美元。期权合约成交166.6万张，看涨期权占全部期权交易的57%。2023年3月31日到期行权价为195美元看涨期权的成交量特别高，成交量为168,269张。数据来源：Market Chameleon阿里巴巴周三上涨1.54%，报99.92美元。期权合约成交59.07万张，看涨期权占全部期权交易的76%。2023年3月31日到期行权价为100美元看涨期权的成交量特别高，成交量为43,454张。这意味着在期权市场中，资金押注100美元附近或是本周的高点。数据来源：Market Chameleon消息方面：小摩：变革改变估值，阿里巴巴股价可能翻倍有余。摩根大通表示，阿里“1拆6”的重组行动可以类比谷歌转型为Alphabet，会是一个能推动近期股价的情绪助推器。同时分析师们也认为，阿里巴巴的重组可能会在中长期内，对业务基本面和股价产生更重大的影响。Yao称，尽管阿里巴巴宣布变革后，周二股价只上涨了14%，但在最佳情境中，阿里的股价能够涨到210美元。这名分析师还称，对于阿里而言，接下来可能不会再适用P/E之类的估值模型，而是转向SOTP估值，特别是在子公司将在何时何地IPO的消息明朗化之后。华尔街的其他分析师也同意这一观点，瑞穗分析师James Lee表示，将使用SOTP对分拆的业务部门进行估值：基准情况下，阿里目标价为155美元。牛市情况下，我们将阿里目标价上调为190美元。 我们认为，只有核心商业版块和云计算业务被计入了股价，而外卖、在线视频和支付等业务则是免费看涨期权。英伟达周三涨超2%，报269.84美元。期权合约成交58.13万张，看涨期权占全部期权交易的76%。2023年3月31日到期行权价为270美元看涨期权的成交量特别高，成交量为45,038张。消息方面：近期更多投行将英伟达评级调至“买入”泡沫还是机会？英伟达高估值劝退投资者，机构却建议继续买入！随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。根据媒体汇编的数据，英伟达的预期市盈率已经达到了惊人的56倍。但这并没有吓退华尔街的分析师们，媒体“市场观察”数据显示，近期更多投行将英伟达评级调至“买入”。两周前，知名投行摩根士丹利就将英伟达的股票评级由“持股”上调至“买入”，目标价也由255美元上调至304美元。三、异动观察数据来源：Market Chameleon公布多款新型芯片时间表，英特尔周三涨超7%，报31.52美元。2023年3月31日到期行权价为31美元看涨期权的成交量特别高，成交量为45,452张。数据来源：Market ChameleonQ3业绩指引符合预期，预计人工智能将在2025年提振销售！美光科技周三涨超7%，报63.54美元。 2023年3月31日到期行权价为64美元看涨期权的成交量特别高，成交量为17,390张。数据来源：Market Chameleon2022年营收同比增长30%，业绩指引超预期，Lululemon周三大涨超12%，报361.04美元。 2023年3月31日到期行权价为370美元看涨期权的成交量特别高，成交量为9,375张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"NVDA":0.9,"BABA":0.9,"AAPL":0.9,"QQQ":0.9,"LULU":0.9,"INTC":0.9,"JPM":0.9,"TSLA":0.9,"MU":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943757442,"gmtCreate":1679752340987,"gmtModify":1679752344762,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943757442","repostId":"2322454144","repostType":4,"repost":{"id":"2322454144","kind":"highlight","pubTimestamp":1679699707,"share":"https://ttm.financial/m/news/2322454144?lang=en_US&edition=fundamental","pubTime":"2023-03-25 07:15","market":"hk","language":"zh","title":"Amid strong market expectations for an interest rate cut, the Federal Reserve's hawkish stance raised its interest rate forecast to 5.625%.","url":"https://stock-news.laohu8.com/highlight/detail?id=2322454144","media":"华尔街见闻","summary":"圣路易斯联邦储备银行行长James Bullard表示，鉴于美国经济持续强劲，他提高了对今年利率峰值的预测，从5.375%升至5.625%。该预测是基于银行业压力将会缓解的假设。周五同日，另有多位美联储官员认为3月加息理由充分。","content":"<p><html><head></head><body>St. Louis Federal Reserve Bank President James Bullard said he raised his forecast for peak interest rates this year from 5.375% to 5.625% given the continued strength of the U.S. economy. This forecast is based on the assumption that pressure on the banking sector will ease. On the same day on Friday, several other Federal Reserve officials believed that the March rate hike was well-founded. On Friday, James Bullard, the Federal Reserve's \"big hawk\" and president of the Federal Reserve Bank of St. Louis, said that the U.S. economic data for the first quarter was stronger than expected, and given the continued strength of the economy, he raised his forecast for the peak of interest rates this year. This forecast is based on the assumption that pressure on the banking sector will ease.</p><p><b>Bullard explained in detail that his previous expectation for the end of the interest rate was 5.375%, and his current expectation is 5.625%, so he raised it by 25 basis points in response to stronger economic data. The expectation of an interest rate hike is based on the assumption that financial pressures will ease in the coming weeks and months. If financial pressures worsen, interest rate expectations may be lowered, but this is not the baseline scenario he considers.</b></p><p>Bullard, speaking about the U.S. banking sector, believes it remains strong and resilient, and that the U.S. federal government has responded quickly and appropriately to the turmoil in the banking sector.</p><p><b>Currently, the Federal Reserve faces a trade-off between price stability and financial stability.</b>Regarding the other side of the banking crisis—inflation—Bullard pointed out on Friday that inflation remains too high, and early rate hike has kept inflation expectations low. Abandoning the 2% inflation target would be a disaster.</p><p>The Federal Reserve rate hike by 25 basis points as expected at its meeting on Wednesday, raising the benchmark Federal Funds rate to the 4.75%-5% target range, the highest level since September 2007, on the eve of the financial crisis.</p><p>According to the dot plot, the median expectation of Federal Reserve officials remains that the peak U.S. interest rate in 2023 will be 5.1%, the same as the expectation in December last year; Interest rate expectations for the end of 2024 rose from 4.1% to 4.3%, while expectations for the end of 2025 and longer-term interest rates remained unchanged at 3.1% and 2.5%, respectively.</p><p>The dot plot also shows that two other officials made the same prediction as Bullard, expecting the peak U.S. interest rate to reach 5.625% in 2023, while another official made an even higher estimate, giving a peak of 5.875%.</p><p><img src=\"https://static.tigerbbs.com/d230fa0e0088f47e681076ba1e609029\" tg-width=\"844\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p><p><b>Bullard's statement was quite different from market expectations.</b>On Friday, traders in the U.S. swap market believed the Federal Reserve had ended its current rate hike cycle, and the possibility of a 25-basis-point rate hike in May had been completely ruled out. They expect the Federal Reserve to cut interest rates by more than one percentage point by the end of the year.</p><p>On the same day, Atlanta Federal Reserve President Bostic also delivered a speech, giving his basis for supporting rate hike. He revealed that rate hike' decision to raise 25 basis points this week during the banking crisis was by no means a rash one. There is a lot of debate involved, and it is not a straightforward decision.</p><p><b>Bostic stated that the ultimate conclusion reached within the Federal Reserve was that there were clear signs that the banking system was solid and resilient, and against this backdrop, inflation remained too high.</b><a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>The collapse occurred less than two weeks before the Federal Reserve's March meeting, creating a lot of uncertainty, with some policymakers preferring to wait and see rather than rate hike. Over the weekend before the meeting, we didn't think things would get any worse, and I agree with that view, which gives me confidence that we can handle it.</p><p><b>Richmond Federal Reserve President Barkin also expressed his support for rate hike on Friday, saying that the tight U.S. labor market and high inflation give rate hike a very strong case.</b>The U.S. banking system had stabilized before the Federal Reserve finally decided on rate hike. A new emergency lending program developed by the Federal Reserve appears to be helping to restore calm.</p><p>Federal Reserve Chairman Jerome Powell said at a press conference on Wednesday that the Fed had considered pausing rate hike a few days before the start of its March meeting, but the rate hike action received strong unanimous support from FOMC members because inflation was too high. If necessary, the Federal Reserve will exceed expectations for rate hike. The Federal Reserve is not expected to cut interest rates this year. Powell believes that deposit flows in the banking system have stabilized, and the banking crisis may only have a moderate impact. The Federal Reserve acknowledges that there are downside risks to the U.S. economy, but a soft landing is still possible.</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>Amid strong market expectations for an interest rate cut, the Federal Reserve's hawkish stance raised its interest rate forecast to 5.625%.</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\">\nAmid strong market expectations for an interest rate cut, the Federal Reserve's hawkish stance raised its interest rate forecast to 5.625%.\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\">2023-03-25 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>St. Louis Federal Reserve Bank President James Bullard said he raised his forecast for peak interest rates this year from 5.375% to 5.625% given the continued strength of the U.S. economy. This forecast is based on the assumption that pressure on the banking sector will ease. On the same day on Friday, several other Federal Reserve officials believed that the March rate hike was well-founded. On Friday, James Bullard, the Federal Reserve's \"big hawk\" and president of the Federal Reserve Bank of St. Louis, said that the U.S. economic data for the first quarter was stronger than expected, and given the continued strength of the economy, he raised his forecast for the peak of interest rates this year. This forecast is based on the assumption that pressure on the banking sector will ease.</p><p><b>Bullard explained in detail that his previous expectation for the end of the interest rate was 5.375%, and his current expectation is 5.625%, so he raised it by 25 basis points in response to stronger economic data. The expectation of an interest rate hike is based on the assumption that financial pressures will ease in the coming weeks and months. If financial pressures worsen, interest rate expectations may be lowered, but this is not the baseline scenario he considers.</b></p><p>Bullard, speaking about the U.S. banking sector, believes it remains strong and resilient, and that the U.S. federal government has responded quickly and appropriately to the turmoil in the banking sector.</p><p><b>Currently, the Federal Reserve faces a trade-off between price stability and financial stability.</b>Regarding the other side of the banking crisis—inflation—Bullard pointed out on Friday that inflation remains too high, and early rate hike has kept inflation expectations low. Abandoning the 2% inflation target would be a disaster.</p><p>The Federal Reserve rate hike by 25 basis points as expected at its meeting on Wednesday, raising the benchmark Federal Funds rate to the 4.75%-5% target range, the highest level since September 2007, on the eve of the financial crisis.</p><p>According to the dot plot, the median expectation of Federal Reserve officials remains that the peak U.S. interest rate in 2023 will be 5.1%, the same as the expectation in December last year; Interest rate expectations for the end of 2024 rose from 4.1% to 4.3%, while expectations for the end of 2025 and longer-term interest rates remained unchanged at 3.1% and 2.5%, respectively.</p><p>The dot plot also shows that two other officials made the same prediction as Bullard, expecting the peak U.S. interest rate to reach 5.625% in 2023, while another official made an even higher estimate, giving a peak of 5.875%.</p><p><img src=\"https://static.tigerbbs.com/d230fa0e0088f47e681076ba1e609029\" tg-width=\"844\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p><p><b>Bullard's statement was quite different from market expectations.</b>On Friday, traders in the U.S. swap market believed the Federal Reserve had ended its current rate hike cycle, and the possibility of a 25-basis-point rate hike in May had been completely ruled out. They expect the Federal Reserve to cut interest rates by more than one percentage point by the end of the year.</p><p>On the same day, Atlanta Federal Reserve President Bostic also delivered a speech, giving his basis for supporting rate hike. He revealed that rate hike' decision to raise 25 basis points this week during the banking crisis was by no means a rash one. There is a lot of debate involved, and it is not a straightforward decision.</p><p><b>Bostic stated that the ultimate conclusion reached within the Federal Reserve was that there were clear signs that the banking system was solid and resilient, and against this backdrop, inflation remained too high.</b><a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>The collapse occurred less than two weeks before the Federal Reserve's March meeting, creating a lot of uncertainty, with some policymakers preferring to wait and see rather than rate hike. Over the weekend before the meeting, we didn't think things would get any worse, and I agree with that view, which gives me confidence that we can handle it.</p><p><b>Richmond Federal Reserve President Barkin also expressed his support for rate hike on Friday, saying that the tight U.S. labor market and high inflation give rate hike a very strong case.</b>The U.S. banking system had stabilized before the Federal Reserve finally decided on rate hike. A new emergency lending program developed by the Federal Reserve appears to be helping to restore calm.</p><p>Federal Reserve Chairman Jerome Powell said at a press conference on Wednesday that the Fed had considered pausing rate hike a few days before the start of its March meeting, but the rate hike action received strong unanimous support from FOMC members because inflation was too high. If necessary, the Federal Reserve will exceed expectations for rate hike. The Federal Reserve is not expected to cut interest rates this year. Powell believes that deposit flows in the banking system have stabilized, and the banking crisis may only have a moderate impact. The Federal Reserve acknowledges that there are downside risks to the U.S. economy, but a soft landing is still possible.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3684859\">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/59788ddd6b6b528709aa476f7e99b623","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4581":"高盛持仓",".DJI":"道琼斯","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","SQQQ":"纳指三倍做空ETF","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF-ProShares","BK4534":"瑞士信贷持仓","UDOW":"三倍做多道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","DDM":"2倍做多道指ETF-ProShares","DOG":"道指ETF-ProShares做空","QQQ":"纳指100ETF","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4550":"红杉资本持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3684859","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322454144","content_text":"圣路易斯联邦储备银行行长James Bullard表示，鉴于美国经济持续强劲，他提高了对今年利率峰值的预测，从5.375%升至5.625%。该预测是基于银行业压力将会缓解的假设。周五同日，另有多位美联储官员认为3月加息理由充分。周五，美联储“大鹰派”、圣路易斯联邦储备银行行长James Bullard表示，美国第一季度的经济数据强于预期，鉴于经济持续强劲，他提高了对今年利率峰值的预测。该预测是基于银行业压力将会缓解的假设。Bullard具体解释称，他之前的利率终点预期是5.375%，现在的预期是5.625%，所以是提高了25个基点，以回应更强劲的经济数据。上调利率预期基于一个假设——未来几周和几个月内，金融压力会减轻。如果金融压力恶化，也可能会下调利率预期，不过这不是他认为的基线场景。Bullard谈及美国银行业，他认为仍然是强劲的，具有韧性，美国联邦政府对银行业动荡的反应迅速、恰当。当前，美联储面临着价格稳定VS金融稳定之间的权衡。对于银行业危机的另一面——通胀，Bullard周五指出，通胀仍然过高，提前加息使通胀预期保持在低位。如果放弃2%的通胀目标，那将是一场灾难。美联储在本周三的会议上如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，创下2007年9月、也即金融危机爆发前夕以来的最高水平。从点阵图来看，美联储官员们的中位数预期依旧是2023年美国峰值利率为5.1%，与去年12月的预期持平；对2024年底的利率预期从4.1%升至4.3%，对2025年底和更长期利率的预期分别维持在3.1%和2.5%不变。点阵图还显示，另外有两位官员与Bullard的预测相同，预计2023年美国峰值利率可达5.625%，还有一位官员的预估更高，给出了5.875%的峰值。Bullard的上述表态，与市场预期大相径庭。周五，从美国互换市场来看，交易员们认为美联储已经结束了当前的加息周期，5月份加息25个基点的可能性已完全排除。他们预计到年底，美联储将总计降息超过一个百分点。同日，美国亚特兰大联储主席Bostic也发表讲话，给出其支持加息的依据。他透露，本周在银行业危机期间加息25个基点的决定绝非轻率做出。这其中有很多辩论，不是一个直截了当的决定。Bostic表示，最终美联储内部做出的结论是有明确的迹象表明银行体系稳固且坚韧，在这种背景下，通胀仍然过高。硅谷银行倒闭发生在美联储3月会议开会不到两周之前，造成了很多不确定性，一些决策者希望观望而不是加息。在会议前的周末，我们没有认为情况会变得更糟，我认同这个看法，这让我相信我们可以应付。美国里士满联储主席巴尔金周五也表达了支持加息的观点，他表示，美国劳动力市场紧俏，通胀太高，这使得加息的理由非常充分。在美联储最终决定加息之前，美国银行体系已经稳定下来。美联储制定的一项新的紧急贷款计划似乎有助于帮助恢复平静。美联储主席鲍威尔在本周三的新闻发布会上表示，在3月会议开始的前几天，美联储曾考虑过暂停加息，但加息行动得到FOMC成员强有力的一致支持，因为通胀太高。如有必要，美联储将超预期加息。美联储预计今年不会降息。鲍威尔认为，银行系统的存款流动已经稳定，银行危机可能只会产生适度影响。美联储承认美国经济有下行风险，但依然有可能实现软着陆。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":1,".DJI":1,"UPRO":0.6,"SSO":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"UDOW":0.6,"DXD":0.6,"QID":0.6,".SPX":0.6,"NQmain":0.6,"ESmain":0.6,"IVV":0.6,"SPXU":0.6,"OEF":0.6,"SH":0.6,"SPY":1,"TQQQ":0.6,"PSQ":0.6,"DJX":0.6,"DDM":0.6,"OEX":0.6,"SQQQ":0.6,"MNQmain":0.6,"DOG":0.6,"QLD":0.6}},"isVote":1,"tweetType":1,"viewCount":2377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943757596,"gmtCreate":1679752325716,"gmtModify":1679752329394,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943757596","repostId":"2322714443","repostType":4,"repost":{"id":"2322714443","kind":"highlight","pubTimestamp":1679700592,"share":"https://ttm.financial/m/news/2322714443?lang=en_US&edition=fundamental","pubTime":"2023-03-25 07:29","market":"hk","language":"zh","title":"Fearing a banking crisis, traders are betting that the Federal Reserve will not rate hike in May and could cut interest rates as early as June!","url":"https://stock-news.laohu8.com/highlight/detail?id=2322714443","media":"华尔街见闻","summary":"市场对银行业的担忧再次引发对安全资产的需求，全球债券周五上涨，债券交易员不再预计美联储将在5月份加息，押注其下一次政策调整将是最早在6月降息，还预计到年底，美联储将总计降息超过一个百分点。除了美联储，市场预计欧洲和英国，也不会再有25个基点的加息。","content":"<p><html><head></head><body>Market concerns about the banking sector reignited demand for safe assets, and global bonds rose on Friday. Bond traders no longer expected the Federal Reserve to rate hike in May, betting that its next policy adjustment would be a rate cut as early as June, and also expected the Fed to cut rates by more than one percentage point by the end of the year. Besides the Federal Reserve, the market expects that Europe and the UK will no longer have a 25 basis point rate hike. Market concerns about the banking sector reignited demand for safe-haven assets, and global bonds rose on Friday. Bond traders no longer expected the Federal Reserve to rate hike in May, betting that its next policy adjustment would be a rate cut as early as June.</p><p><b>The market's bets came amid renewed concerns about the banking sector, with funds flowing into safe-haven assets, driving global bond markets higher on Friday. The market expects that central banks around the world will have to shift their focus from inflation to financial stability.</b></p><p><b>Looking at the US swap market, traders believe that the Federal Reserve has ended its current rate hike cycle, and the possibility of a 25 basis point rate hike in May has been completely ruled out. They expect the Federal Reserve to cut interest rates by more than one percentage point by the end of the year. Yesterday, Gundlach, the \"new bond king,\" expressed a similar view, predicting that the Federal Reserve will soon cut interest rates significantly.</b></p><p>U.S. Treasury Bond interest rates fell to their lowest level this year, and the two-year Treasury Bond yield continued its trend of fluctuating sharply every day over the previous ten days.<a href=\"https://laohu8.com/S/US2Y.BOND\">US 2-year Treasury Bond yield</a>The stock fell 28 basis points to 3.55% during trading.</p><p><b>Besides the Federal Reserve, the market expects the European Central Bank and the Bank of England to no longer have a 25 basis point rate hike.</b>The yield on the German two-year Treasury Bond fell by more than 30 basis points at one point. The yield on the UK's two-year Treasury Bond also fell by more than 20 basis points.</p><p>However, the market's above expectations are not entirely consistent with the recent decisions of the central banks of the US, Europe, and the UK:</p><p>Federal Reserve Chairman Jerome Powell said at a press conference following the March FOMC meeting on Wednesday that the Fed had considered pausing rate hike in the days leading up to the March meeting. However, given that inflation remains high, the rate hike action received strong and unanimous support from FOMC members. The Federal Reserve is not expected to cut interest rates this year. The European Central Bank rate hike interest rates by 50 basis points at its meeting last week, but did not provide guidance on May interest rates. Faced with the risk that the banking crisis could escalate into a crisis for the entire financial system, the European Central Bank chose to confront it head-on, but not entirely. The Bank of England rate hike its policy rate by 25 basis points on Thursday as expected, raising it to 4.25%, the highest level since 2008. The Bank of England also stated that signs of persistent inflation will require further rate hike. According to media reports cited by Guancha.cn, the U.S. Department of Justice is investigating whether financial professionals helped Russian oligarchs evade sanctions, while several banks, including Credit Suisse and UBS, two Swiss banks, are under investigation. UBS and Credit Suisse both fell by about 5% on Friday.</p><p>What worries the market even more is a new potential outbreak.<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>。 Deutsche Bank unexpectedly announced on Friday the redemption of a Tier 2 subordinated bond, a move aimed at giving investors confidence in the strength of its balance sheet. However, the market reaction was quite irrational, with Deutsche Bank Europe shares falling by more than 15% at one point, marking the biggest intraday drop in three years since March 2020, highlighting that the relevant measures were insufficient to reassure investors.</p><p><b>Following the aforementioned massive earthquake, European regulators spoke out in an attempt to quell market panic. European Central Bank President Christine Lagarde stated that the banking sector remains strong and liquidity will be injected at any time if needed. German Chancellor Scholz endorsed Deutsche Bank, saying that Deutsche Bank has been profitable since its restructuring in 2019 and there is no need to worry.</b></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>Fearing a banking crisis, traders are betting that the Federal Reserve will not rate hike in May and could cut interest rates as early as June!</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\">\nFearing a banking crisis, traders are betting that the Federal Reserve will not rate hike in May and could cut interest rates as early as June!\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\">2023-03-25 07:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Market concerns about the banking sector reignited demand for safe assets, and global bonds rose on Friday. Bond traders no longer expected the Federal Reserve to rate hike in May, betting that its next policy adjustment would be a rate cut as early as June, and also expected the Fed to cut rates by more than one percentage point by the end of the year. Besides the Federal Reserve, the market expects that Europe and the UK will no longer have a 25 basis point rate hike. Market concerns about the banking sector reignited demand for safe-haven assets, and global bonds rose on Friday. Bond traders no longer expected the Federal Reserve to rate hike in May, betting that its next policy adjustment would be a rate cut as early as June.</p><p><b>The market's bets came amid renewed concerns about the banking sector, with funds flowing into safe-haven assets, driving global bond markets higher on Friday. The market expects that central banks around the world will have to shift their focus from inflation to financial stability.</b></p><p><b>Looking at the US swap market, traders believe that the Federal Reserve has ended its current rate hike cycle, and the possibility of a 25 basis point rate hike in May has been completely ruled out. They expect the Federal Reserve to cut interest rates by more than one percentage point by the end of the year. Yesterday, Gundlach, the \"new bond king,\" expressed a similar view, predicting that the Federal Reserve will soon cut interest rates significantly.</b></p><p>U.S. Treasury Bond interest rates fell to their lowest level this year, and the two-year Treasury Bond yield continued its trend of fluctuating sharply every day over the previous ten days.<a href=\"https://laohu8.com/S/US2Y.BOND\">US 2-year Treasury Bond yield</a>The stock fell 28 basis points to 3.55% during trading.</p><p><b>Besides the Federal Reserve, the market expects the European Central Bank and the Bank of England to no longer have a 25 basis point rate hike.</b>The yield on the German two-year Treasury Bond fell by more than 30 basis points at one point. The yield on the UK's two-year Treasury Bond also fell by more than 20 basis points.</p><p>However, the market's above expectations are not entirely consistent with the recent decisions of the central banks of the US, Europe, and the UK:</p><p>Federal Reserve Chairman Jerome Powell said at a press conference following the March FOMC meeting on Wednesday that the Fed had considered pausing rate hike in the days leading up to the March meeting. However, given that inflation remains high, the rate hike action received strong and unanimous support from FOMC members. The Federal Reserve is not expected to cut interest rates this year. The European Central Bank rate hike interest rates by 50 basis points at its meeting last week, but did not provide guidance on May interest rates. Faced with the risk that the banking crisis could escalate into a crisis for the entire financial system, the European Central Bank chose to confront it head-on, but not entirely. The Bank of England rate hike its policy rate by 25 basis points on Thursday as expected, raising it to 4.25%, the highest level since 2008. The Bank of England also stated that signs of persistent inflation will require further rate hike. According to media reports cited by Guancha.cn, the U.S. Department of Justice is investigating whether financial professionals helped Russian oligarchs evade sanctions, while several banks, including Credit Suisse and UBS, two Swiss banks, are under investigation. UBS and Credit Suisse both fell by about 5% on Friday.</p><p>What worries the market even more is a new potential outbreak.<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>。 Deutsche Bank unexpectedly announced on Friday the redemption of a Tier 2 subordinated bond, a move aimed at giving investors confidence in the strength of its balance sheet. However, the market reaction was quite irrational, with Deutsche Bank Europe shares falling by more than 15% at one point, marking the biggest intraday drop in three years since March 2020, highlighting that the relevant measures were insufficient to reassure investors.</p><p><b>Following the aforementioned massive earthquake, European regulators spoke out in an attempt to quell market panic. European Central Bank President Christine Lagarde stated that the banking sector remains strong and liquidity will be injected at any time if needed. German Chancellor Scholz endorsed Deutsche Bank, saying that Deutsche Bank has been profitable since its restructuring in 2019 and there is no need to worry.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3684856\">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/2e9608292a5e8b155f5fa7c4b6a15e68","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4585":"ETF&股票定投概念","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","BK4588":"碎股","BK4550":"红杉资本持仓","OEX":"标普100","UDOW":"三倍做多道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares","DOG":"道指ETF-ProShares做空","QQQ":"纳指100ETF","BK4581":"高盛持仓"},"source_url":"https://wallstreetcn.com/articles/3684856","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322714443","content_text":"市场对银行业的担忧再次引发对安全资产的需求，全球债券周五上涨，债券交易员不再预计美联储将在5月份加息，押注其下一次政策调整将是最早在6月降息，还预计到年底，美联储将总计降息超过一个百分点。除了美联储，市场预计欧洲和英国，也不会再有25个基点的加息。市场对银行业的担忧再次引发对安全资产的需求，全球债券周五上涨，债券交易员不再预计美联储将在5月份加息，押注其下一次政策调整将是最早在6月降息。市场的上述押注正值对银行业担忧重燃，资金涌入避险资产，推动全球债市周五上涨。市场预计，全球央行将不得不将重点从通胀转向金融稳定。从美国互换市场来看，交易员们认为美联储已经结束了当前的加息周期，5月份加息25个基点的可能性已完全排除。他们预计到年底，美联储将总计降息超过一个百分点。上日，“新债王”Gundlach也表达了类似观点，他预计美联储将很快大幅降息。美国国债利率跌至今年内的最低水平，两年期国债收益率延续此前十余天、每天都大幅波动的态势。美国2年期国债收益率盘中跌幅达28个基点，至3.55%。除了美联储，市场预计欧洲央行和英国央行，也不会再有25个基点的加息。德国两年期国债收益率跌幅一度超过30个基点。英国两年期国债收益率也跌逾20个基点。不过市场的上述预期，与美欧英央行近日的决议并不完全一致：美联储主席鲍威尔本周三在3月FOMC会议后的新闻发布会上称，3月会议开始的前几天，美联储曾考虑过暂停加息。但考虑到通胀仍然在高位，加息行动得到FOMC成员强有力的一致支持。美联储预计今年不会降息。欧洲央行在上周的会议上加息50个基点，但未提供5月利率指引。面对银行业危机演变成整个金融系统危机的风险，欧洲央行选择了硬刚，但又没有完全硬刚。英国央行本周四如期加息25个基点，将政策利率提高到4.25%，为2008年以来的最高水平。英国央行还表示，通胀持续的迹象将需要进一步加息。据观察者网援引媒体报道，美国司法部正在调查金融专业人士是否帮助过俄罗斯寡头逃避制裁，而包括瑞信和瑞银这两家瑞士银行在内的多家银行正在接受调查。瑞银、瑞信周五均跌约5%左右。令市场更担心的是新的可能爆点——德意志银行。德银周五出人意料地宣布赎回一支二级资本次级债券，此举旨在让投资者对其资产负债表的实力充满信心。然而市场反应相当非理性，德银欧股一度跌超15%，创2020年3月以来的三年最大盘中跌幅，凸显相关做法不足以安抚投资者。上述巨震后，欧洲监管当局发声，试图平息市场恐慌。欧洲央行行长拉加德表示银行业依然强劲，如有需要将随时注入流动性。德国总理朔尔茨为德银背书称，德银自2019年重组之后盈利丰厚、无需担忧。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"IVV":0.6,"SDS":0.6,"TQQQ":0.6,"OEF":0.6,"UPRO":0.6,"QQQ":0.6,"SPY":1,".IXIC":1,"PSQ":0.6,"SH":0.6,".DJI":1,"SQQQ":0.6,".SPX":0.6,"OEX":0.6,"DXD":0.6,"DDM":0.6,"SPXU":0.6,"DJX":0.6,"UDOW":0.6,"NQmain":0.6,"SDOW":0.6,"ESmain":0.6,"QLD":0.6,"SSO":0.6,"DOG":0.6,"QID":0.6,"MNQmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943623308,"gmtCreate":1679413334005,"gmtModify":1679413337718,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943623308","repostId":"650570075","repostType":1,"repost":{"id":650570075,"gmtCreate":1679398886800,"gmtModify":1679399077237,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"簡普科技2022營收9.90億  科技賦能普惠金融高質量發展","htmlText":"美股研究社獲悉，3月21日，融360旗下簡普科技(NYSE:JT)公佈2022年第四季度及全年財務報告。受疫情反覆及宏觀經濟環境影響，2022年第四季度未實現季節性增長，營收2.48億元，與2021年第四季度相比基本持平；而得益於多元化戰略與技術創新，簡普科技全年營收9.90億元，同比增長22.9%。 <a href=\"https://laohu8.com/S/JT\">$簡普科技(JT)$</a> 多元化戰略進一步深化 收入持續增長財報顯示，智能推薦服務2022年收入7.32億元，同比增長27.2%；第四季度雖然受到疫情影響，但仍然同比增長8.5%，實現收入1.71億元。簡普科技以創新業務探索營收的新增長點。非金融業務實現突破，來自非金融機構業務的收入佔比擴大，營收結構進一步呈現多元化發展趨勢。目前，簡普科技已將業務發展到泛金融領域，如與電信運營商、社交、出行等領域公司達成戰略合作。財報顯示，儘管受疫情影響，營銷和其他服務收入在2022年第四季度同比微降，但仍在全年同比增長62%至1.61億元，營收佔比也從去年的12%提升至16%。受益於技術積累、產品創新以及成本優化，簡普科技運營效率進一步提升。簡普科技聯合創始人、首席執行官葉大清表示：“我們的產品創新能力、多元化戰略與較強的成本管控能力，持續推動了收入增長。未來，我們將繼續加強精細化運營管理，提升公司經營效率。”積極促進消費復甦 助力鄉村振興2023年政府工作報告指出，把恢復和擴大消費擺在優先位置，商務部也將2023年定位爲“消費提振年”。金融在促消費、擴內需、惠民生方面扮演着重要角色。作爲金融科技企業，簡普科技的使命和願景是“讓金融更簡單，成爲每個人的金融夥伴”。在過去一年裏，簡普科技將金融服務擴展到更多二三線城市和其他地區，同時積極拓展用戶羣，爲新市民和中小微企業主提供便利金融服務。貸款推薦收入也因此獲得較大增長，2","listText":"美股研究社獲悉，3月21日，融360旗下簡普科技(NYSE:JT)公佈2022年第四季度及全年財務報告。受疫情反覆及宏觀經濟環境影響，2022年第四季度未實現季節性增長，營收2.48億元，與2021年第四季度相比基本持平；而得益於多元化戰略與技術創新，簡普科技全年營收9.90億元，同比增長22.9%。 <a href=\"https://laohu8.com/S/JT\">$簡普科技(JT)$</a> 多元化戰略進一步深化 收入持續增長財報顯示，智能推薦服務2022年收入7.32億元，同比增長27.2%；第四季度雖然受到疫情影響，但仍然同比增長8.5%，實現收入1.71億元。簡普科技以創新業務探索營收的新增長點。非金融業務實現突破，來自非金融機構業務的收入佔比擴大，營收結構進一步呈現多元化發展趨勢。目前，簡普科技已將業務發展到泛金融領域，如與電信運營商、社交、出行等領域公司達成戰略合作。財報顯示，儘管受疫情影響，營銷和其他服務收入在2022年第四季度同比微降，但仍在全年同比增長62%至1.61億元，營收佔比也從去年的12%提升至16%。受益於技術積累、產品創新以及成本優化，簡普科技運營效率進一步提升。簡普科技聯合創始人、首席執行官葉大清表示：“我們的產品創新能力、多元化戰略與較強的成本管控能力，持續推動了收入增長。未來，我們將繼續加強精細化運營管理，提升公司經營效率。”積極促進消費復甦 助力鄉村振興2023年政府工作報告指出，把恢復和擴大消費擺在優先位置，商務部也將2023年定位爲“消費提振年”。金融在促消費、擴內需、惠民生方面扮演着重要角色。作爲金融科技企業，簡普科技的使命和願景是“讓金融更簡單，成爲每個人的金融夥伴”。在過去一年裏，簡普科技將金融服務擴展到更多二三線城市和其他地區，同時積極拓展用戶羣，爲新市民和中小微企業主提供便利金融服務。貸款推薦收入也因此獲得較大增長，2","text":"美股研究社獲悉，3月21日，融360旗下簡普科技(NYSE:JT)公佈2022年第四季度及全年財務報告。受疫情反覆及宏觀經濟環境影響，2022年第四季度未實現季節性增長，營收2.48億元，與2021年第四季度相比基本持平；而得益於多元化戰略與技術創新，簡普科技全年營收9.90億元，同比增長22.9%。 $簡普科技(JT)$ 多元化戰略進一步深化 收入持續增長財報顯示，智能推薦服務2022年收入7.32億元，同比增長27.2%；第四季度雖然受到疫情影響，但仍然同比增長8.5%，實現收入1.71億元。簡普科技以創新業務探索營收的新增長點。非金融業務實現突破，來自非金融機構業務的收入佔比擴大，營收結構進一步呈現多元化發展趨勢。目前，簡普科技已將業務發展到泛金融領域，如與電信運營商、社交、出行等領域公司達成戰略合作。財報顯示，儘管受疫情影響，營銷和其他服務收入在2022年第四季度同比微降，但仍在全年同比增長62%至1.61億元，營收佔比也從去年的12%提升至16%。受益於技術積累、產品創新以及成本優化，簡普科技運營效率進一步提升。簡普科技聯合創始人、首席執行官葉大清表示：“我們的產品創新能力、多元化戰略與較強的成本管控能力，持續推動了收入增長。未來，我們將繼續加強精細化運營管理，提升公司經營效率。”積極促進消費復甦 助力鄉村振興2023年政府工作報告指出，把恢復和擴大消費擺在優先位置，商務部也將2023年定位爲“消費提振年”。金融在促消費、擴內需、惠民生方面扮演着重要角色。作爲金融科技企業，簡普科技的使命和願景是“讓金融更簡單，成爲每個人的金融夥伴”。在過去一年裏，簡普科技將金融服務擴展到更多二三線城市和其他地區，同時積極拓展用戶羣，爲新市民和中小微企業主提供便利金融服務。貸款推薦收入也因此獲得較大增長，2","images":[{"img":"https://static.tigerbbs.com/d47909ff299a71468cfd4abf6b136102","width":"1152","height":"592"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650570075","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":459209567289672,"gmtCreate":1753148691687,"gmtModify":1753148694710,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ </a>&nbsp;","text":"$Grab Holdings(GRAB)$","images":[{"img":"https://community-static.tradeup.com/news/09a2f23ece42cdf21c378d223356d4f1","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459209567289672","isVote":1,"tweetType":1,"viewCount":3168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9959730062,"gmtCreate":1673063740456,"gmtModify":1676538782818,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959730062","repostId":"2301788395","repostType":2,"repost":{"id":"2301788395","kind":"highlight","pubTimestamp":1673056707,"share":"https://ttm.financial/m/news/2301788395?lang=en_US&edition=fundamental","pubTime":"2023-01-07 09:58","market":"us","language":"zh","title":"Hit CES 2023: Intelligent driving becomes a battleground, chip and lidar manufacturers show off their 'muscles'","url":"https://stock-news.laohu8.com/highlight/detail?id=2301788395","media":"科创板日报 ","summary":"值得关注的汽车新技术一览>>","content":"<p><div>The first half of new energy vehicles is electrification, and the second half is intelligence. Recently, major car companies and parts manufacturers have shown their \"muscles\" on the intelligent track. At the recently held 2023 Consumer Electronics Show (CES) in the United States, not only Mercedes-Benz, BMW, BYD and other car companies brought the cutting-edge progress of automotive intelligence, but also Qualcomm, Nvidia, Infineon and other manufacturers showed their latest technologies in the fields of automotive chips, software and hardware, and a number of lidar manufacturers such as Sagitar Juchuang, Hesai Technology and Innovusion \"competed for beauty\". Automobile intelligence is the future development direction At this CES, car companies'...</p><p><a href=\"https://www.chinastarmarket.cn/detail/1233667\">Web link</a></div></p>","source":"starmarket_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hit CES 2023: Intelligent driving becomes a battleground, chip and lidar manufacturers show off their 'muscles'</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\">\nHit CES 2023: Intelligent driving becomes a battleground, chip and lidar manufacturers show off their 'muscles'\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">科创板日报 </strong><span class=\"h-time small\">2023-01-07 09:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The first half of new energy vehicles is electrification, and the second half is intelligence. Recently, major car companies and parts manufacturers have shown their \"muscles\" on the intelligent track. At the recently held 2023 Consumer Electronics Show (CES) in the United States, not only Mercedes-Benz, BMW, BYD and other car companies brought the cutting-edge progress of automotive intelligence, but also Qualcomm, Nvidia, Infineon and other manufacturers showed their latest technologies in the fields of automotive chips, software and hardware, and a number of lidar manufacturers such as Sagitar Juchuang, Hesai Technology and Innovusion \"competed for beauty\". Automobile intelligence is the future development direction At this CES, car companies'...</p><p><a href=\"https://www.chinastarmarket.cn/detail/1233667\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.chinastarmarket.cn/detail/1233667\">科创板日报 </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee095e301b3272b40aaf9648236b4a2c","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔","002594":"比亚迪","QCOM":"高通"},"source_url":"https://www.chinastarmarket.cn/detail/1233667","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301788395","content_text":"新能源汽车的上半场是电动化，下半场是智能化。近期，各大车企、零部件厂商在智能化赛道上大秀“肌肉”。在近日举办的2023年美国消费电子展（CES）上，不仅奔驰、宝马、比亚迪等车企带来了汽车智能化的前沿进展，高通、英伟达、英飞凌等厂商也在汽车芯片、软硬件领域展示了各自的最新技术，更有速腾聚创、禾赛科技、Innovusion等一众激光雷达厂商“争奇斗艳”。汽车智能化为未来发展方向在本届CES上，车企的发力点不止是在自动驾驶上，更多聚焦在汽车智能化、娱乐化上。宝马全球首发i数字情感交互概念车（Dee），车辆能够做出不同的“面部”表情，表达喜悦、惊讶或赞同等情感，实现与人的沟通和交流。宝马集团董事长齐普策表示：“通过推出这款概念车，展示了硬件与软件相结合的全新可能性。这让我们能够充分挖掘数字化创新的潜力，实现汽车向智能伙伴转型，这是汽车的未来发展方向。”奔驰则在生产流程上实现了智能化。公司采用NVIDIA Omniverse平台，使得奔驰员工能够访问工厂的数字孪生，按需对工厂进行审查和优化。索尼、本田合资公司推出智能互联汽车新品牌Afeela，负责人官川西泉曾透露，“我们正计划围绕音乐、电影和Play Station 5打造一款电动汽车，这是我们对抗特斯拉的优势。”中国车企也“不甘示弱”。比亚迪展示了搭载英伟达 GeForce NOW云游戏服务技术。英伟达汽车部门副总裁AliKani认为，车载计算、人工智能以及网联的加速发展，助力汽车领域实现更高水平的车辆自动化、安全性、便利性和驾乘乐趣。汽车芯片、固态雷达成竞逐焦点除了车企以外。诸如博世、高通、英伟达、Innovusion、速腾聚创等汽车芯片、零部件巨头也在CES上带来各自最新的前沿产品。多数芯片厂商在汽车领域推出了专用产品。高通在CES上正式推出Snapdragon Ride Flex车用处理器，可用于自动驾驶、辅助驾驶及其他车内娱乐功能，预计于2024年开始生产。英伟达则与富士康合作开发自动驾驶汽车平台。富士康将基于英伟达的Orin芯片为汽车制造电子控制单元（ECU），并提供给各地的汽车厂商。英飞凌重点展示其搭载了毫米波雷达传感器的座舱监控系统解决方案，以及电源模块Hybrid PACK Drive。激光雷达领域里，固态、长距离是各家角逐的方向。速腾聚创正式发布了首款全固态补盲激光雷达RS-LiDAR-E1以及第二代智能固态激光雷达RS-LiDAR-M系列产品，其中RS-LiDAR-E1将于2023年下半年实现量产。禾赛科技同样带来了全固态激光雷达产品——FT120，搭载纯固态电子扫描技术（E-Scanning），能够在单个芯片上集成由数万个激光接收通道组成的面阵，实现了从1D到2D的飞跃。海外厂商方面，Innovusion带来了其高性能主视与侧视雷达的完整组合方案，主视雷达Falcon采用1550nm光源，最远探测距离达500米。中短距侧视雷达Robin采用905nm光源，10%标准反射率下最远探测距离达180米。此外，博世展示了用于L4级自动驾驶的长距离激光雷达；英特尔旗下的自动驾驶企业Mobileye与启碁科技合作生产4D成像雷达，双方预计将在两年内开始生产车规级成像雷达。","news_type":1,"symbols_score_info":{"INTC":0.9,"002594":0.9,"QCOM":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532258413315536,"gmtCreate":1770967479740,"gmtModify":1770967482318,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"<a 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Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532258413315536","isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519551250334064,"gmtCreate":1767864602239,"gmtModify":1767864606071,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[{"img":"https://community-static.tradeup.com/news/07fcfdd3d465be854ca6942812c71ac8","width":"1270","height":"2109"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519551250334064","isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":479786068619576,"gmtCreate":1758163305445,"gmtModify":1758163309339,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Hihi","listText":"Hihi","text":"Hihi","images":[{"img":"https://community-static.tradeup.com/news/12e383643a2304dbbce905822c7966ab","width":"1440","height":"2323"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479786068619576","isVote":1,"tweetType":1,"viewCount":2987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":479138066846528,"gmtCreate":1757997534947,"gmtModify":1757997537747,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"<a 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</a>&nbsp;","text":"$白银ETF(iShares)(SLV)$","images":[{"img":"https://community-static.tradeup.com/news/30e9984b85343853c3e76d8063d0a35e","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479138066846528","isVote":1,"tweetType":1,"viewCount":3292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":419755213287952,"gmtCreate":1743510464936,"gmtModify":1743510470531,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[{"img":"https://community-static.tradeup.com/news/6ee7e81f09a86a41abc8bd8a1390b5be","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419755213287952","isVote":1,"tweetType":1,"viewCount":3893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948491110,"gmtCreate":1680758020631,"gmtModify":1680758024553,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948491110","repostId":"1152553317","repostType":2,"repost":{"id":"1152553317","kind":"news","pubTimestamp":1680749843,"share":"https://ttm.financial/m/news/1152553317?lang=en_US&edition=fundamental","pubTime":"2023-04-06 10:57","market":"sh","language":"zh","title":"Breaking news! Open AI releases ChatGPT security methods","url":"https://stock-news.laohu8.com/highlight/detail?id=1152553317","media":"AIGC开放社区","summary":"在各国政府接连颁布ChatGPT禁令后，Open AI在这关键节点发布安全方法，就构建安全、可靠的AI产品，尊重隐私，保护儿童及提高生成数据准确性等多方面制定政策。4月6日凌晨，Open AI在官网发","content":"<p><html><head></head><body><strong>Following the successive bans on ChatGPT issued by governments around the world, Open AI has released security methods at this critical juncture, formulating policies on building safe and reliable AI products, respecting privacy, protecting children, and improving the accuracy of generated data.</strong><p style=\"text-align: justify;\">In the early hours of April 6, Open AI released \"Our approach to AI safety\" on its official website to ensure the safe and reliable provision of ChatGPT services to users worldwide. (Address: https://openai.com/blog/our-approach-to-ai-safety)</p><p><p style=\"text-align: justify;\">Currently, ChatGPT's security issues have received significant attention from most countries around the world. Italy directly banned ChatGPT, and most European countries have also begun to pay attention to whether ChatGPT violates data privacy. Data security in generative AI has suddenly become a hot topic.</p><p><p style=\"text-align: justify;\">Open AI's release of security methods at this critical juncture plays a crucial role in protecting and stabilizing morale for its future development and even the entire AIGC industry.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3428e3450c2b43be503fa46d3039ccc3\" title=\"\" tg-width=\"640\" tg-height=\"351\"/></p><p><h2>Building safe and reliable AI products</h2><p style=\"text-align: justify;\">Open AI stated that it will conduct rigorous testing before releasing any new systems. Engage external experts to provide feedback, improve model behavior through techniques such as human feedback reinforcement learning, and build extensive security and monitoring systems.</p><p><p style=\"text-align: justify;\">For example, after Open AI's latest model, GPT-4, was trained, it took more than six months to work across the organization to make it safer and more consistent before its public release.</p><p><p style=\"text-align: justify;\">Open AI believes that powerful artificial intelligence systems should undergo rigorous security assessments. Regulation is needed to ensure the adoption of such practices, and Open AI will actively work with governments to develop the best framework for such regulation.</p><p><h2>Learn, optimize, and improve from practice</h2><p style=\"text-align: justify;\">Open AI is striving to prevent foreseeable risks before deployment, but the feedback received during experimentation and research and development is limited. Despite rigorous and extensive testing, it still cannot predict the various unexpected consequences of people using ChatGPT. Therefore, learning, optimizing, and improving products from practical projects has become of paramount importance.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73ad4142cdd02bbd14869fb9ee88efc6\" title=\"\" tg-width=\"640\" tg-height=\"270\"/></p><p>Open AI uses its own services and APIs to help developers integrate the most powerful large language models directly into their products. This enables Open AI to monitor abuse and take action, and to continuously build comprehensive mitigation measures to ensure that Open AI products are used in safe and compliant projects.</p><p><p style=\"text-align: justify;\">As global users become more widespread, Open AI needs to develop more detailed and comprehensive countermeasures to address various potential dangers.</p><p><h2>Protecting children</h2><p style=\"text-align: justify;\">Protecting children's safety has always been a key focus of Open AI. Open AI requires people to be 18 years of age or older, or 13 years of age with parental consent, to use Open AI products. Open AI is exploring verification options.</p><p><p style=\"text-align: justify;\">Open AI does not allow its products to be used to generate hatred, harassment, violence, or adult content. Compared to GPT-3.5, Open AI's latest model, GPT-4, reduces the likelihood of illegal content requests by 82% and has established a robust system to monitor abuse. GPT-4 is now available to ChatGPT Plus users, and Open AI hopes to make it available to more people over time.</p><p><h2>Respect for privacy</h2><p style=\"text-align: justify;\">Open AI's large language models are trained on an extensive corpus of texts, including publicly available, licensed content and content generated by human review.</p><p><p style=\"text-align: justify;\">Open AI doesn't use data to sell services, advertise, or build profiles of people—it uses data to make large language models more helpful to people. For example, ChatGPT uses conversations with humans to further train and improve products.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38ead9ac851923ac1f1447fd45d49360\" title=\"\" tg-width=\"640\" tg-height=\"403\"/></p><p><p style=\"text-align: justify;\">Although some of Open AI's training data includes personal information available on the public internet. But I just want the large language model to understand the world, not the individual. Therefore, Open AI strives to remove personal information from the training dataset where feasible, fine-tune the model to reject requests for private personal information, and respond to requests from individuals to remove their personal information from the database.</p><p><h2>Improve the accuracy of generated data</h2><p style=\"text-align: justify;\">Large language models predict the next word, sentence, or long text based on previous training patterns. However, in some cases, inaccurate data may occur.</p><p><p style=\"text-align: justify;\">Improving the accuracy of generated data is a key focus for OpenAI and many other AI developers, and progress is being made. Based on user feedback on ChatGPT output flagged as incorrect primary data sources, GPT-4 is 40% more efficient at generating real data than GPT-3.5.</p><p><h2>Ongoing research and participation</h2><p style=\"text-align: justify;\">OpenAI believes that the practical solution to AI security issues is to invest more time and resources in researching effective mitigation and alignment techniques and testing their misuse in the real world.</p><p><p style=\"text-align: justify;\">Although OpenAI waited more than six months to deploy GPT-4 to better understand its capabilities, advantages, and risks, it may sometimes take longer than that to improve the security of AI systems.</p><p><p style=\"text-align: justify;\">Therefore, policymakers and AI vendors need to ensure that AI development and deployment are effectively managed globally so that no one cuts corners to achieve success. This is a formidable challenge that requires technological and institutional innovation, but OpenAI will do its utmost to improve it.</p><p></body></html></p>","source":"lsy1680749794970","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>Breaking news! Open AI releases ChatGPT security methods</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\">\nBreaking news! Open AI releases ChatGPT security methods\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AIGC开放社区</strong><span class=\"h-time small\">2023-04-06 10:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Following the successive bans on ChatGPT issued by governments around the world, Open AI has released security methods at this critical juncture, formulating policies on building safe and reliable AI products, respecting privacy, protecting children, and improving the accuracy of generated data.</strong><p style=\"text-align: justify;\">In the early hours of April 6, Open AI released \"Our approach to AI safety\" on its official website to ensure the safe and reliable provision of ChatGPT services to users worldwide. (Address: https://openai.com/blog/our-approach-to-ai-safety)</p><p><p style=\"text-align: justify;\">Currently, ChatGPT's security issues have received significant attention from most countries around the world. Italy directly banned ChatGPT, and most European countries have also begun to pay attention to whether ChatGPT violates data privacy. Data security in generative AI has suddenly become a hot topic.</p><p><p style=\"text-align: justify;\">Open AI's release of security methods at this critical juncture plays a crucial role in protecting and stabilizing morale for its future development and even the entire AIGC industry.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3428e3450c2b43be503fa46d3039ccc3\" title=\"\" tg-width=\"640\" tg-height=\"351\"/></p><p><h2>Building safe and reliable AI products</h2><p style=\"text-align: justify;\">Open AI stated that it will conduct rigorous testing before releasing any new systems. Engage external experts to provide feedback, improve model behavior through techniques such as human feedback reinforcement learning, and build extensive security and monitoring systems.</p><p><p style=\"text-align: justify;\">For example, after Open AI's latest model, GPT-4, was trained, it took more than six months to work across the organization to make it safer and more consistent before its public release.</p><p><p style=\"text-align: justify;\">Open AI believes that powerful artificial intelligence systems should undergo rigorous security assessments. Regulation is needed to ensure the adoption of such practices, and Open AI will actively work with governments to develop the best framework for such regulation.</p><p><h2>Learn, optimize, and improve from practice</h2><p style=\"text-align: justify;\">Open AI is striving to prevent foreseeable risks before deployment, but the feedback received during experimentation and research and development is limited. Despite rigorous and extensive testing, it still cannot predict the various unexpected consequences of people using ChatGPT. Therefore, learning, optimizing, and improving products from practical projects has become of paramount importance.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73ad4142cdd02bbd14869fb9ee88efc6\" title=\"\" tg-width=\"640\" tg-height=\"270\"/></p><p>Open AI uses its own services and APIs to help developers integrate the most powerful large language models directly into their products. This enables Open AI to monitor abuse and take action, and to continuously build comprehensive mitigation measures to ensure that Open AI products are used in safe and compliant projects.</p><p><p style=\"text-align: justify;\">As global users become more widespread, Open AI needs to develop more detailed and comprehensive countermeasures to address various potential dangers.</p><p><h2>Protecting children</h2><p style=\"text-align: justify;\">Protecting children's safety has always been a key focus of Open AI. Open AI requires people to be 18 years of age or older, or 13 years of age with parental consent, to use Open AI products. Open AI is exploring verification options.</p><p><p style=\"text-align: justify;\">Open AI does not allow its products to be used to generate hatred, harassment, violence, or adult content. Compared to GPT-3.5, Open AI's latest model, GPT-4, reduces the likelihood of illegal content requests by 82% and has established a robust system to monitor abuse. GPT-4 is now available to ChatGPT Plus users, and Open AI hopes to make it available to more people over time.</p><p><h2>Respect for privacy</h2><p style=\"text-align: justify;\">Open AI's large language models are trained on an extensive corpus of texts, including publicly available, licensed content and content generated by human review.</p><p><p style=\"text-align: justify;\">Open AI doesn't use data to sell services, advertise, or build profiles of people—it uses data to make large language models more helpful to people. For example, ChatGPT uses conversations with humans to further train and improve products.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38ead9ac851923ac1f1447fd45d49360\" title=\"\" tg-width=\"640\" tg-height=\"403\"/></p><p><p style=\"text-align: justify;\">Although some of Open AI's training data includes personal information available on the public internet. But I just want the large language model to understand the world, not the individual. Therefore, Open AI strives to remove personal information from the training dataset where feasible, fine-tune the model to reject requests for private personal information, and respond to requests from individuals to remove their personal information from the database.</p><p><h2>Improve the accuracy of generated data</h2><p style=\"text-align: justify;\">Large language models predict the next word, sentence, or long text based on previous training patterns. However, in some cases, inaccurate data may occur.</p><p><p style=\"text-align: justify;\">Improving the accuracy of generated data is a key focus for OpenAI and many other AI developers, and progress is being made. Based on user feedback on ChatGPT output flagged as incorrect primary data sources, GPT-4 is 40% more efficient at generating real data than GPT-3.5.</p><p><h2>Ongoing research and participation</h2><p style=\"text-align: justify;\">OpenAI believes that the practical solution to AI security issues is to invest more time and resources in researching effective mitigation and alignment techniques and testing their misuse in the real world.</p><p><p style=\"text-align: justify;\">Although OpenAI waited more than six months to deploy GPT-4 to better understand its capabilities, advantages, and risks, it may sometimes take longer than that to improve the security of AI systems.</p><p><p style=\"text-align: justify;\">Therefore, policymakers and AI vendors need to ensure that AI development and deployment are effectively managed globally so that no one cuts corners to achieve success. This is a formidable challenge that requires technological and institutional innovation, but OpenAI will do its utmost to improve it.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw==&mid=2247486165&idx=1&sn=03790b2649c8874cb54245e11e4b034c&chksm=ced854fff9afdde903c1e3fe3fd3c7dc12e0e81982a12b2166099dcb116ab641185fff8d9b0f&mpshare=1&scene=23&srcid=0406W0d8vpLIamgeVFLZwgu3&sharer_sharetime=1680742978806&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">AIGC开放社区</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7911a4c9afdf347efa7dbe8c8ea5abb4","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw==&mid=2247486165&idx=1&sn=03790b2649c8874cb54245e11e4b034c&chksm=ced854fff9afdde903c1e3fe3fd3c7dc12e0e81982a12b2166099dcb116ab641185fff8d9b0f&mpshare=1&scene=23&srcid=0406W0d8vpLIamgeVFLZwgu3&sharer_sharetime=1680742978806&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152553317","content_text":"在各国政府接连颁布ChatGPT禁令后，Open AI在这关键节点发布安全方法，就构建安全、可靠的AI产品，尊重隐私，保护儿童及提高生成数据准确性等多方面制定政策。4月6日凌晨，Open AI在官网发布了《Our approach to AI safety》，以确保安全、可靠地为全球用户提供ChatGPT服务。（地址：https://openai.com/blog/our-approach-to-ai-safety）目前，ChatGPT的安全问题受到了全球多数国家的高度关注。意大利则直接禁用ChatGPT，欧洲多数国家也开始纷纷重视ChatGPT是否侵犯数据隐私等。一时间生成式AI的数据安全成为热门话题。Open AI在这关键节点发布安全方法，这对其未来发展乃至整个AIGC行业都起到了关键的保护和稳定军心的作用。构建安全、可靠的AI产品Open AI表示，在发布任何新系统之前，会进行严格的测试。聘请外部专家提供反馈，通过人工反馈强化学习等技术改进模型的行为，并构建广泛的安全和监控系统。例如，Open AI的最新模型GPT-4完成训练后，花了6个多月的时间在整个组织内开展工作，以使其在公开发布之前更安全、更一致。Open AI认为，强大的人工智能系统应该接受严格的安全评估。需要监管以确保采用此类做法，Open AI将积极与政府合作，以制定此类监管的最佳框架。从实践中学习、优化、改善Open AI正在努力在部署前预防可预见的风险，但是，在实验、研发的过程中得到的反馈是有限的，尽管进行了严谨、广泛的测试仍然无法预测人们使用ChatGPT所产生的各种意外后果。所以，从实践项目中学习、优化和改善产品，成为重中之重。Open AI通过自己的服务和API，以帮助开发人员可以将最强大的大语言模型直接集成到产品中。这可以使得Open AI能够监控滥用行为并采取行动，并不断构建完善的缓解措施，保证Open AI的产品被用在安全、合规的项目上。随着全球用户使用的深入，这促使Open AI需要制定更细致、周全的对策来应对各种可能出现的危险。保护儿童保护儿童的安全一直是Open AI的重点工作。Open AI要求人们必须年满 18 岁，或在父母同意的情况下年满13岁才能使用Open AI的产品。Open AI正在研究验证选项。Open AI不允许其产品用于生成仇恨、骚扰、暴力或成人内容等。与GPT-3.5相比，Open AI最新的模型GPT-4响应，非法内容请求的可能性降低了82%，并且已经建立了一个强大的系统来监控滥用情况。GPT-4现在可供 ChatGPT Plus 用户使用，Open AI希望随着时间的推移让更多人可以使用它。尊重隐私Open AI的大型语言模型是在广泛的文本语料库上训练的，这些文本包括公开可用的、许可的内容以及由人工审阅生成的内容。Open AI不会使用数据来销售服务、做广告或建立人们的档案——会通过使用数据使大语言模型对人们更有帮助。例如，ChatGPT 通过与人类之间进行的对话，以进一步培训和改善产品。虽然Open AI的一些训练数据包括可在公共互联网上获得的个人信息。但只是希望大语言模型了解世界，而不是了解个人。因此，Open AI努力在可行的情况下，从训练数据集中删除个人信息，微调模型以拒绝对私人个人信息的请求，并对个人提出的从数据库中删除其个人信息的请求做出回应。提高生成数据准确性大型语言模型根据之前的训练模式预测下一个单词、句子或长文。但在某些情况下，可能会出现数据不准确的情况。提高生成数据的准确性，是OpenAI和许多其他AI开发人员的重点正在取得进展。通过用户对被标记为不正确的主要数据源的 ChatGPT 输出的反馈，GPT-4产生真实数据的性能比GPT-3.5高了40%。持续的研究和参与OpenAI认为，解决AI安全问题的实际方法是投入更多时间和资源来研究有效的缓解和对齐技术，并测试它们在现实世界中的滥用情况。虽然OpenAI等了6个多月才部署GPT-4以更好地了解其功能、优势和风险，但有时可能需要比这更长的时间来提高AI系统的安全性。因此，政策制定者和 AI 供应商需要确保AI的开发和部署在全球范围内得到有效管理，这样就没有人会为了取得成功而偷工减料。这是一项艰巨的挑战，需要技术和制度创新，但OpenAI会全力以赴做出最大努力去改善。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941453971,"gmtCreate":1680564581794,"gmtModify":1680564585355,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941453971","repostId":"1113151400","repostType":4,"repost":{"id":"1113151400","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680535803,"share":"https://ttm.financial/m/news/1113151400?lang=en_US&edition=fundamental","pubTime":"2023-04-03 23:30","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Over 0.5%; S&P 500 Stayed Flat While Nasdaq Fell Nearly 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113151400","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading;  DJIA rose 0.55%;  S&P 500 slid 0.1% while  NASDAQ fell 0.88%.","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e318f17e0a8b59ccfb89b7eb6cee46\" tg-width=\"624\" tg-height=\"110\"/></p><p>U.S. stocks mixed in morning trading;  <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> rose 0.55%;  <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a> slid 0.1% while  <a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a> fell 0.88%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Over 0.5%; S&P 500 Stayed Flat While Nasdaq Fell Nearly 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Mixed in Morning Trading; Dow Jones Rose Over 0.5%; S&P 500 Stayed Flat While Nasdaq Fell Nearly 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-03 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e318f17e0a8b59ccfb89b7eb6cee46\" tg-width=\"624\" tg-height=\"110\"/></p><p>U.S. stocks mixed in morning trading;  <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> rose 0.55%;  <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a> slid 0.1% while  <a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a> fell 0.88%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113151400","content_text":"U.S. stocks mixed in morning trading;  DJIA rose 0.55%;  S&P 500 slid 0.1% while  NASDAQ fell 0.88%.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941879400,"gmtCreate":1680162554001,"gmtModify":1680162557878,"author":{"id":"3548412292431483","authorId":"3548412292431483","name":"benben82","avatar":"https://community-static.tradeup.com/news/3d5066411f8c70a09959487fa1c126ab","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548412292431483","idStr":"3548412292431483"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941879400","repostId":"1140415661","repostType":2,"repost":{"id":"1140415661","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":1680151773,"share":"https://ttm.financial/m/news/1140415661?lang=en_US&edition=fundamental","pubTime":"2023-03-30 12:49","market":"us","language":"zh","title":"Large Options Orders | Bubble or Opportunity? Institutions recommend buying Nvidia; JPMorgan calls for Alibaba to double in value; will the spin-off change the valuation logic?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140415661","media":"老虎资讯综合","summary":"摘要：美东时间3月29日，期权市场总成交量达34,944,942张合约，其中，看涨期权占比51%；泡沫还是机会？英伟达高估值劝退投资者，机构却建议继续买入； 分拆彻底改变估值逻辑？摩根大通甚至喊“阿里","content":"<p><html><head></head><body><strong>Abstract: On March 29, Eastern Time, the total trading volume in the options market reached 34,944,942 contracts, of which call options accounted for 51%. Bubble or opportunity?<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>High valuations deter investors, but institutions recommend continuing to buy. Will the spin-off completely change the valuation logic?<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>They even shouted \"Alibaba will double\".</strong><strong>MARKET OVERVIEW</strong></p><p>On March 29, Eastern Time, U.S. stocks closed higher on Wednesday, while U.S. Treasury yields fell, driving a rebound in the stock index. Concerns about the state of the banking sector have eased somewhat, boosting market sentiment. At the close of trading, the Dow Jones Industrial Average rose 1%, the Nasdaq Composite rose 1.79%, and the S&P 500 rose 1.42%. The Nasdaq 100, representing blue-chip tech stocks, rebounded more than 20% from its low on December 28 last year at the close of trading on Wednesday, entering a new technical bull market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8f84c4b2fd8c097fadd6712725370b3\" title=\"数据来源：老虎国际\" tg-width=\"967\" tg-height=\"152\"/><span>Data source: Tiger International</span></p><p>On Wednesday, the total trading volume in the options market reached 34,944,942 contracts, of which call options accounted for 51%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8c7c3ea5375f9537f05714b819d12f\" title=\"数据来源：Market Chameleon\" tg-width=\"1803\" tg-height=\"391\"/><span>Data Source ：Market Chameleon</span></p><p>The S&P 500 ETF-SPY options traded 7.852 million contracts, of which put options accounted for 60%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c82e5dc761bd658491402f1629c9015\" title=\"数据来源：Market Chameleon\" tg-width=\"1596\" tg-height=\"399\"/><span>Data Source ：Market Chameleon</span></p><p><strong>II. Top 10 Options Trading Volume</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f48548cb0ef6aacac71107b865d09c0\" title=\"数据来源：老虎国际\" tg-width=\"828\" tg-height=\"1418\"/><span>Data source: Tiger International</span></p><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong>It rose more than 2% on Wednesday to $193.88. 1.666 million options contracts were traded, with call options accounting for 57% of all options trading. The exercise price expiring on March 31, 2023 is $195.<strong>Call option</strong>The trading volume was particularly high, with 168,269 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e7c46376a554af8a670532aebf7cf3a\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"270\"/><span>Data Source ：Market Chameleon</span></p><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></strong>It rose 1.54% to $99.92 on Wednesday. 590,700 options contracts were traded, with call options accounting for 76% of all options trading. The exercise price expiring on March 31, 2023 is $100.<strong>Call option</strong>The trading volume was particularly high, with 43,454 tickets sold. This means that in the options market, funds are betting around $100 or this week's high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa4154fc5d816569d6157f86db01dd1f\" title=\"数据来源：Market Chameleon\"/><span>Data Source ：Market Chameleon</span></p><p>In terms of news:<strong>JPMorgan Stanley: Reform changes valuations.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The stock price may more than double.</strong><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It was stated that Alibaba's \"1-to-6\" restructuring can be compared to...<a href=\"https://laohu8.com/S/GOOG\">Google</a>The transition to Alphabet would be a sentiment booster that could drive the stock price in the near future. Analysts also believe that Alibaba's restructuring may have a more significant impact on its business fundamentals and stock price in the medium to long term. Yao stated that although Alibaba's stock price only rose 14% on Tuesday after announcing the changes, in the best-case scenario, Alibaba's stock price could rise to $210. The analyst also stated that Alibaba may no longer apply valuation models such as P/E, but instead switch to SOTP valuations, especially after the news of when and where the subsidiary will IPO becomes clear.<strong>Other Wall Street analysts agree,</strong>Mizuho analyst James Lee said that SOTP will be used to value the spun-off business units: under the benchmark scenario, Alibaba has a target price of $155. In a bull market situation, we have raised our target price for Alibaba to $190. We believe that only the core business segments and cloud computing businesses are factored into the stock price, while businesses such as food delivery, online video, and payments are free call options.<strong><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></strong>It rose more than 2% on Wednesday to $269.84. 581,300 options contracts were traded, with call options accounting for 76% of all options trading. The exercise price expiring on March 31, 2023 is $270.<strong>Call option</strong>The trading volume was particularly high, with 45,038 tickets sold.</p><p><strong>In terms of news: More investment banks have recently downgraded Nvidia's rating to \"buy\".</strong><span style=\"color:#B94545;\" class=\"color-mark\">Bubble or opportunity? Nvidia's high valuation is deterring investors, but institutions recommend continuing to buy!</span>As we chatted<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has become a global sensation, and the stocks of a number of related companies in the US stock market have collectively risen. The stock price of Nvidia, the core AI computing power \"brain\" behind it, has been \"far ahead of the competition\". According to data compiled by media outlets, Nvidia's expected P/E has reached an astonishing 56 times. However, this did not deter Wall Street analysts. Data from the media outlet \"MarketWatch\" shows that more investment banks have recently downgraded Nvidia's rating to \"buy\". Two weeks ago, a well-known investment bank<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>They upgraded Nvidia's stock rating from \"hold\" to \"buy,\" and raised their target price from $255 to $304.<strong>III. Abnormal Movement</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82af5898cccc5f3b98a9c132eae7f383\" title=\"数据来源：Market Chameleon\" tg-width=\"1716\" tg-height=\"593\"/><span>Data Source ：Market Chameleon</span></p><p>Timelines for several new chips were announced.<strong><a href=\"https://laohu8.com/S/INTC\">Intel</a></strong>It rose more than 7% on Wednesday to $31.52. The exercise price expiring on March 31, 2023 is $31.<strong>Call option</strong>The trading volume was particularly high, with 45,452 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ddce6e7e060bcb7544b63f5825dc602\" title=\"数据来源：Market Chameleon\" tg-width=\"1642\" tg-height=\"272\"/><span>Data Source ：Market Chameleon</span></p><p>Q3 earnings guidance met expectations, and artificial intelligence is expected to boost sales in 2025!<strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></strong>It rose more than 7% on Wednesday to $63.54. The exercise price expiring on March 31, 2023 is $64.<strong>Call option</strong>The trading volume was particularly high, with 17,390 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/955de4777eef6df3df0982e9ebb69ab8\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"272\"/><span>Data Source ：Market Chameleon</span></p><p>Revenue increased by 30% year-on-year in 2022, with earnings guidance exceeding expectations.<strong>Lululemon</strong>It surged more than 12% on Wednesday to $361.04. The exercise price expiring on March 31, 2023 is $370.<strong>Call option</strong>The trading volume was particularly high, with 9,375 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0badd6b4f0dc04dcafadb56dfadf97d9\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"269\"/><span>Data Source ：Market Chameleon</span></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>Large Options Orders | Bubble or Opportunity? Institutions recommend buying Nvidia; JPMorgan calls for Alibaba to double in value; will the spin-off change the valuation logic?</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\">\nLarge Options Orders | Bubble or Opportunity? Institutions recommend buying Nvidia; JPMorgan calls for Alibaba to double in value; will the spin-off change the valuation logic?\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\">2023-03-30 12:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract: On March 29, Eastern Time, the total trading volume in the options market reached 34,944,942 contracts, of which call options accounted for 51%. Bubble or opportunity?<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>High valuations deter investors, but institutions recommend continuing to buy. Will the spin-off completely change the valuation logic?<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>They even shouted \"Alibaba will double\".</strong><strong>MARKET OVERVIEW</strong></p><p>On March 29, Eastern Time, U.S. stocks closed higher on Wednesday, while U.S. Treasury yields fell, driving a rebound in the stock index. Concerns about the state of the banking sector have eased somewhat, boosting market sentiment. At the close of trading, the Dow Jones Industrial Average rose 1%, the Nasdaq Composite rose 1.79%, and the S&P 500 rose 1.42%. The Nasdaq 100, representing blue-chip tech stocks, rebounded more than 20% from its low on December 28 last year at the close of trading on Wednesday, entering a new technical bull market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8f84c4b2fd8c097fadd6712725370b3\" title=\"数据来源：老虎国际\" tg-width=\"967\" tg-height=\"152\"/><span>Data source: Tiger International</span></p><p>On Wednesday, the total trading volume in the options market reached 34,944,942 contracts, of which call options accounted for 51%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8c7c3ea5375f9537f05714b819d12f\" title=\"数据来源：Market Chameleon\" tg-width=\"1803\" tg-height=\"391\"/><span>Data Source ：Market Chameleon</span></p><p>The S&P 500 ETF-SPY options traded 7.852 million contracts, of which put options accounted for 60%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c82e5dc761bd658491402f1629c9015\" title=\"数据来源：Market Chameleon\" tg-width=\"1596\" tg-height=\"399\"/><span>Data Source ：Market Chameleon</span></p><p><strong>II. Top 10 Options Trading Volume</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f48548cb0ef6aacac71107b865d09c0\" title=\"数据来源：老虎国际\" tg-width=\"828\" tg-height=\"1418\"/><span>Data source: Tiger International</span></p><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong>It rose more than 2% on Wednesday to $193.88. 1.666 million options contracts were traded, with call options accounting for 57% of all options trading. The exercise price expiring on March 31, 2023 is $195.<strong>Call option</strong>The trading volume was particularly high, with 168,269 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e7c46376a554af8a670532aebf7cf3a\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"270\"/><span>Data Source ：Market Chameleon</span></p><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></strong>It rose 1.54% to $99.92 on Wednesday. 590,700 options contracts were traded, with call options accounting for 76% of all options trading. The exercise price expiring on March 31, 2023 is $100.<strong>Call option</strong>The trading volume was particularly high, with 43,454 tickets sold. This means that in the options market, funds are betting around $100 or this week's high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa4154fc5d816569d6157f86db01dd1f\" title=\"数据来源：Market Chameleon\"/><span>Data Source ：Market Chameleon</span></p><p>In terms of news:<strong>JPMorgan Stanley: Reform changes valuations.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The stock price may more than double.</strong><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It was stated that Alibaba's \"1-to-6\" restructuring can be compared to...<a href=\"https://laohu8.com/S/GOOG\">Google</a>The transition to Alphabet would be a sentiment booster that could drive the stock price in the near future. Analysts also believe that Alibaba's restructuring may have a more significant impact on its business fundamentals and stock price in the medium to long term. Yao stated that although Alibaba's stock price only rose 14% on Tuesday after announcing the changes, in the best-case scenario, Alibaba's stock price could rise to $210. The analyst also stated that Alibaba may no longer apply valuation models such as P/E, but instead switch to SOTP valuations, especially after the news of when and where the subsidiary will IPO becomes clear.<strong>Other Wall Street analysts agree,</strong>Mizuho analyst James Lee said that SOTP will be used to value the spun-off business units: under the benchmark scenario, Alibaba has a target price of $155. In a bull market situation, we have raised our target price for Alibaba to $190. We believe that only the core business segments and cloud computing businesses are factored into the stock price, while businesses such as food delivery, online video, and payments are free call options.<strong><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></strong>It rose more than 2% on Wednesday to $269.84. 581,300 options contracts were traded, with call options accounting for 76% of all options trading. The exercise price expiring on March 31, 2023 is $270.<strong>Call option</strong>The trading volume was particularly high, with 45,038 tickets sold.</p><p><strong>In terms of news: More investment banks have recently downgraded Nvidia's rating to \"buy\".</strong><span style=\"color:#B94545;\" class=\"color-mark\">Bubble or opportunity? Nvidia's high valuation is deterring investors, but institutions recommend continuing to buy!</span>As we chatted<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has become a global sensation, and the stocks of a number of related companies in the US stock market have collectively risen. The stock price of Nvidia, the core AI computing power \"brain\" behind it, has been \"far ahead of the competition\". According to data compiled by media outlets, Nvidia's expected P/E has reached an astonishing 56 times. However, this did not deter Wall Street analysts. Data from the media outlet \"MarketWatch\" shows that more investment banks have recently downgraded Nvidia's rating to \"buy\". Two weeks ago, a well-known investment bank<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>They upgraded Nvidia's stock rating from \"hold\" to \"buy,\" and raised their target price from $255 to $304.<strong>III. Abnormal Movement</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82af5898cccc5f3b98a9c132eae7f383\" title=\"数据来源：Market Chameleon\" tg-width=\"1716\" tg-height=\"593\"/><span>Data Source ：Market Chameleon</span></p><p>Timelines for several new chips were announced.<strong><a href=\"https://laohu8.com/S/INTC\">Intel</a></strong>It rose more than 7% on Wednesday to $31.52. The exercise price expiring on March 31, 2023 is $31.<strong>Call option</strong>The trading volume was particularly high, with 45,452 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ddce6e7e060bcb7544b63f5825dc602\" title=\"数据来源：Market Chameleon\" tg-width=\"1642\" tg-height=\"272\"/><span>Data Source ：Market Chameleon</span></p><p>Q3 earnings guidance met expectations, and artificial intelligence is expected to boost sales in 2025!<strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></strong>It rose more than 7% on Wednesday to $63.54. The exercise price expiring on March 31, 2023 is $64.<strong>Call option</strong>The trading volume was particularly high, with 17,390 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/955de4777eef6df3df0982e9ebb69ab8\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"272\"/><span>Data Source ：Market Chameleon</span></p><p>Revenue increased by 30% year-on-year in 2022, with earnings guidance exceeding expectations.<strong>Lululemon</strong>It surged more than 12% on Wednesday to $361.04. The exercise price expiring on March 31, 2023 is $370.<strong>Call option</strong>The trading volume was particularly high, with 9,375 tickets sold.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0badd6b4f0dc04dcafadb56dfadf97d9\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"269\"/><span>Data Source ：Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4566":"资本集团","LU0109392836.USD":"富兰克林科技股A","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4504":"桥水持仓","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4549":"软银资本持仓","AAPL":"苹果","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","QQQ":"纳指100ETF","BK4567":"ESG概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LULU":"lululemon athletica","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","MU":"美光科技","BK4548":"巴美列捷福持仓","NVDA":"英伟达","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","INTC":"英特尔","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BABA":"阿里巴巴","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SPY":"标普500ETF","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","JPM":"摩根大通","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140415661","content_text":"摘要：美东时间3月29日，期权市场总成交量达34,944,942张合约，其中，看涨期权占比51%；泡沫还是机会？英伟达高估值劝退投资者，机构却建议继续买入； 分拆彻底改变估值逻辑？摩根大通甚至喊“阿里翻倍”。一、市场概览美东时间3月29日，美股周三收高，美债收益率回落，推动股指反弹。对银行业状况的担忧有所缓解，也提振了市场情绪。截止收盘，道琼斯指数涨1%，纳斯达克指数涨1.79%，标普500指数涨1.42%，代表着科技蓝筹的纳斯达克100指数周三收盘时，较去年12月28日的低点反弹超过20%，进入了崭新的技术性牛市。数据来源：老虎国际周三，期权市场总成交量达34,944,942张合约，其中，看涨期权占比51%。数据来源：Market Chameleon标普指数ETF-SPY期权成交785.2万张合约，其中，看跌期权占比60%。数据来源：Market Chameleon二、期权成交总量TOP10数据来源：老虎国际特斯拉周三涨超2%，报193.88美元。期权合约成交166.6万张，看涨期权占全部期权交易的57%。2023年3月31日到期行权价为195美元看涨期权的成交量特别高，成交量为168,269张。数据来源：Market Chameleon阿里巴巴周三上涨1.54%，报99.92美元。期权合约成交59.07万张，看涨期权占全部期权交易的76%。2023年3月31日到期行权价为100美元看涨期权的成交量特别高，成交量为43,454张。这意味着在期权市场中，资金押注100美元附近或是本周的高点。数据来源：Market Chameleon消息方面：小摩：变革改变估值，阿里巴巴股价可能翻倍有余。摩根大通表示，阿里“1拆6”的重组行动可以类比谷歌转型为Alphabet，会是一个能推动近期股价的情绪助推器。同时分析师们也认为，阿里巴巴的重组可能会在中长期内，对业务基本面和股价产生更重大的影响。Yao称，尽管阿里巴巴宣布变革后，周二股价只上涨了14%，但在最佳情境中，阿里的股价能够涨到210美元。这名分析师还称，对于阿里而言，接下来可能不会再适用P/E之类的估值模型，而是转向SOTP估值，特别是在子公司将在何时何地IPO的消息明朗化之后。华尔街的其他分析师也同意这一观点，瑞穗分析师James Lee表示，将使用SOTP对分拆的业务部门进行估值：基准情况下，阿里目标价为155美元。牛市情况下，我们将阿里目标价上调为190美元。 我们认为，只有核心商业版块和云计算业务被计入了股价，而外卖、在线视频和支付等业务则是免费看涨期权。英伟达周三涨超2%，报269.84美元。期权合约成交58.13万张，看涨期权占全部期权交易的76%。2023年3月31日到期行权价为270美元看涨期权的成交量特别高，成交量为45,038张。消息方面：近期更多投行将英伟达评级调至“买入”泡沫还是机会？英伟达高估值劝退投资者，机构却建议继续买入！随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。根据媒体汇编的数据，英伟达的预期市盈率已经达到了惊人的56倍。但这并没有吓退华尔街的分析师们，媒体“市场观察”数据显示，近期更多投行将英伟达评级调至“买入”。两周前，知名投行摩根士丹利就将英伟达的股票评级由“持股”上调至“买入”，目标价也由255美元上调至304美元。三、异动观察数据来源：Market Chameleon公布多款新型芯片时间表，英特尔周三涨超7%，报31.52美元。2023年3月31日到期行权价为31美元看涨期权的成交量特别高，成交量为45,452张。数据来源：Market ChameleonQ3业绩指引符合预期，预计人工智能将在2025年提振销售！美光科技周三涨超7%，报63.54美元。 2023年3月31日到期行权价为64美元看涨期权的成交量特别高，成交量为17,390张。数据来源：Market Chameleon2022年营收同比增长30%，业绩指引超预期，Lululemon周三大涨超12%，报361.04美元。 2023年3月31日到期行权价为370美元看涨期权的成交量特别高，成交量为9,375张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"NVDA":0.9,"BABA":0.9,"AAPL":0.9,"QQQ":0.9,"LULU":0.9,"INTC":0.9,"JPM":0.9,"TSLA":0.9,"MU":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}