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HolyGrail
2021-02-01
Nice
外媒头条:机构被散户“暴打”!梅尔文资本巨亏53%
HolyGrail
2021-02-08
Nice
Hong Kong Stock Market Is About to Lose Biggest Source of Funds
HolyGrail
2021-02-03
Nice
U.S. senators urge White House action on auto chip shortage
HolyGrail
2021-02-05
Nice cjckckf cjckckfkdo ckcockfmfk gkgkgk gkkg
盘前异动:极光涨35%,流利说暴涨100%
HolyGrail
2021-02-09
Yes
Is Tesla’s $1.5 billion bitcoin buy smart corporate finance? Experts weigh in
HolyGrail
2021-02-09
Nice
Earnings Grow for the First Time During the Pandemic. What That Means for Investors.
HolyGrail
2021-02-06
Nice good job
Sorry, the original content has been removed
HolyGrail
2021-02-03
Nice stock room to grow
HolyGrail
2021-02-01
Nice
Sorry, the original content has been removed
HolyGrail
2021-02-01
Nice
港股开盘:恒指高开0.62%,恒大物业涨超8%
Go to Tiger App to see more news
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Experts weigh in","url":"https://stock-news.laohu8.com/highlight/detail?id=1143370300","media":"MarketWatch","summary":"Tesla Inc. on Monday said that it bought $1.5 billion in bitcoin, a purchase that comes after CEO Elon Musk has promoted the world’s No. 1 digital asset,along with other cryptos, in recent weeks.Bitcoin’s price already on a stratospheric rise, garnered an additional fillip from the announcement, with a single bitcoin changing hands on Monday at $42,709, up over 9%. Prices touched a record peak near $45,000.But one of the key questions swirling around the decision by the manufacturer of electric ","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d612c15beca2f2d4d56a304cff74080\" tg-width=\"1260\" tg-height=\"876\"><span>MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES|, ISTOCKPHOTO</span></p>\n<p>Tesla Inc. on Monday said that it bought $1.5 billion in bitcoin, a purchase that comes after CEO Elon Musk has promoted the world’s No. 1 digital asset,along with other cryptos, in recent weeks.</p>\n<p>Bitcoin’s price already on a stratospheric rise, garnered an additional fillip from the announcement, with a single bitcoin changing hands on Monday at $42,709, up over 9%. Prices touched a record peak near $45,000.</p>\n<p>But one of the key questions swirling around the decision by the manufacturer of electric vehicles is whether the move, including the decision to eventually allow for the sale of its products to take place in bitcoins, is a prudent use of capital. It’s a question that’s particularly important given the wild swings that both shares of Tesla and bitcoin are prone to, even if those assets have both been on a nearly uninterrupted ride higher.</p>\n<p>“I think this is awful strategy on many, many levels,” Christopher Schwarz, associate professor of finance and faculty director of the Center for Investment and Wealth Management at the University of California at Irvine in emailed comments.</p>\n<p>“In essence, this is like creating [currency] risk since none of Tesla’s suppliers are paid in bitcoin,” Schwarz told MarketWatch.</p>\n<p>An email to the company for comment wasn’t immediately returned.</p>\n<p>Musk’s moves come as Tesla focuses on ramping up its production of electric vehicles, with its share price soaring but the auto maker still a relatively niche player despite its market value of over $800 billion.</p>\n<p>Shares of Tesla are up an eye-popping 472% over the past 12 months, making it one of the few traditional stocks that have outperformed bitcoin’s gain of 337% over the same stretch,</p>\n<p>The Wall Street Journal notedthat Tesla has taken advantage of its rabid investor base and its share price rally to bolster its cash position, bringing its cash holdings to around $19.4 billion at the end of last year, up from around $6.3 billion at the end of 2019.</p>\n<p>That means that its current bitcoin allocation represents about 8% of its cash holdings.</p>\n<p>“Tesla’s purchase of bitcoin is an unusual use of corporate cash, which is typically held in safer and less volatile assets, such as short-term fixed income securities to ensure liquidity and limit volatility,” Jerry Klein, managing director and partner at Treasury Partners, based in New York, told MarketWatch via email.</p>\n<p>“While Tesla shareholders are reacting positively to the news, it remains to be seen how shareholders would react if a decline in bitcoin’s price negatively affects Tesla’s future earnings,” Klein said. “CFOs are willing to accept risk in their overall business, but not with the cash on their balance sheet. While bitcoin has been surging in recent months, it’s been very volatile over the past few years,” he said.</p>\n<p>To be sure, Tesla isn’t the first company, and isn’t likely to be the last, to apportion some share of holdings to bitcoin. Software company MicroStrategy Inc. last year acquired somce bitcoin and has been a champion of other corporations do so.</p>\n<p>MicroStrategy, which recently hosted a virtual conference on the utility of bitcoin for corporations, estimates that roughly $50 billion worth of bitcoin is owned by private and publicly traded companies, citing data from BitcoinTreasuries.org.</p>\n<p>MicroStrategy reported that about 8,200 people attended its weekend conference from nearly 7,000 companies.</p>\n<p>Back to Tesla, Joe Osha, a Tesla analyst at JMP Securities told MarketWatch in a Monday afternoon phone interview that the electric-vehicle maker is often framed as having cash management troubles but believes that that is a bogus assesment.</p>\n<p>“I think that there’s this very stale narrative around Tesla’s liquidity that is no longer consistent around its balance sheet or its cash flow generation,” Osha said.</p>\n<p>He makes the case that the companies investment in bitcoin is trivial against the scale of its ability to generate cash, and aligns with the company’s strategy of being a disrupter.</p>\n<p>“I see it as another step in Tesla’s effort to reinvent how cars are sold and delivered to people,” said Osha, who is referring to Tesla’s direct-to-customer sales model. Osha estimates that Tesla generated about $1.868 billion in free cash flow in the December quarter.</p>\n<p>Chester Spatt, professor at Carnegie Mellon University’s Tepper School of Business, told MarketWatch that bitcoin’s volatility makes it a tough asset to serve as a reserve asset for corporations or a medium of exchange.</p>\n<p>“You have volatility here that’s about 10 times that of the euro ,” the professor, who served as economist and director of the Securities and Exchange Commission’s Office of Economic Analysis from 2004-07 , said.</p>\n<p>“That movement poses a lot of challenges for a corporation to hold [bitcoin] on their balance sheet but it also poses challenges from the point of the consumer,” he said.</p>\n<p>Shares of Tesla closed up 1.3% on Monday.</p>\n<p>Antoni Trenchev, co-founder and managing partner of Nexo, a crypto lender, said that it may make some sense for corporations to put some of their “dry powder” in bitcoin, especially with interest rates near 0% and the U.S. dollar under pressure, as measured by the ICE U.S. Dollar Index,which is down nearly 8% over the past year, FactSet data show.</p>\n<p>“Corporations with ever increasing dry powder have a most obvious cash management option: partial BTC allocation,” Trenchev told MarketWatch.</p>\n<p>“Sitting on piles of cash offers little to no return and gets constantly devalued by central banks’ excessive QE measures. Having a treasury policy that diversifies risk and return, as well as looking into ‘the fastest horse’, is not only a sound policy, but is also the one that most adheres to the key principle of maximizing shareholder value,” he said.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla’s $1.5 billion bitcoin buy smart corporate finance? Experts weigh in</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla’s $1.5 billion bitcoin buy smart corporate finance? Experts weigh in\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 11:05 GMT+8 <a href=https://www.marketwatch.com/story/is-teslas-1-5-billion-bitcoin-buy-smart-corporate-finance-experts-weigh-in-11612817269?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES|, ISTOCKPHOTO\nTesla Inc. on Monday said that it bought $1.5 billion in bitcoin, a purchase that comes after CEO Elon Musk has promoted the world’s No. 1 ...</p>\n\n<a href=\"https://www.marketwatch.com/story/is-teslas-1-5-billion-bitcoin-buy-smart-corporate-finance-experts-weigh-in-11612817269?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.marketwatch.com/story/is-teslas-1-5-billion-bitcoin-buy-smart-corporate-finance-experts-weigh-in-11612817269?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1143370300","content_text":"MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES|, ISTOCKPHOTO\nTesla Inc. on Monday said that it bought $1.5 billion in bitcoin, a purchase that comes after CEO Elon Musk has promoted the world’s No. 1 digital asset,along with other cryptos, in recent weeks.\nBitcoin’s price already on a stratospheric rise, garnered an additional fillip from the announcement, with a single bitcoin changing hands on Monday at $42,709, up over 9%. Prices touched a record peak near $45,000.\nBut one of the key questions swirling around the decision by the manufacturer of electric vehicles is whether the move, including the decision to eventually allow for the sale of its products to take place in bitcoins, is a prudent use of capital. It’s a question that’s particularly important given the wild swings that both shares of Tesla and bitcoin are prone to, even if those assets have both been on a nearly uninterrupted ride higher.\n“I think this is awful strategy on many, many levels,” Christopher Schwarz, associate professor of finance and faculty director of the Center for Investment and Wealth Management at the University of California at Irvine in emailed comments.\n“In essence, this is like creating [currency] risk since none of Tesla’s suppliers are paid in bitcoin,” Schwarz told MarketWatch.\nAn email to the company for comment wasn’t immediately returned.\nMusk’s moves come as Tesla focuses on ramping up its production of electric vehicles, with its share price soaring but the auto maker still a relatively niche player despite its market value of over $800 billion.\nShares of Tesla are up an eye-popping 472% over the past 12 months, making it one of the few traditional stocks that have outperformed bitcoin’s gain of 337% over the same stretch,\nThe Wall Street Journal notedthat Tesla has taken advantage of its rabid investor base and its share price rally to bolster its cash position, bringing its cash holdings to around $19.4 billion at the end of last year, up from around $6.3 billion at the end of 2019.\nThat means that its current bitcoin allocation represents about 8% of its cash holdings.\n“Tesla’s purchase of bitcoin is an unusual use of corporate cash, which is typically held in safer and less volatile assets, such as short-term fixed income securities to ensure liquidity and limit volatility,” Jerry Klein, managing director and partner at Treasury Partners, based in New York, told MarketWatch via email.\n“While Tesla shareholders are reacting positively to the news, it remains to be seen how shareholders would react if a decline in bitcoin’s price negatively affects Tesla’s future earnings,” Klein said. “CFOs are willing to accept risk in their overall business, but not with the cash on their balance sheet. While bitcoin has been surging in recent months, it’s been very volatile over the past few years,” he said.\nTo be sure, Tesla isn’t the first company, and isn’t likely to be the last, to apportion some share of holdings to bitcoin. Software company MicroStrategy Inc. last year acquired somce bitcoin and has been a champion of other corporations do so.\nMicroStrategy, which recently hosted a virtual conference on the utility of bitcoin for corporations, estimates that roughly $50 billion worth of bitcoin is owned by private and publicly traded companies, citing data from BitcoinTreasuries.org.\nMicroStrategy reported that about 8,200 people attended its weekend conference from nearly 7,000 companies.\nBack to Tesla, Joe Osha, a Tesla analyst at JMP Securities told MarketWatch in a Monday afternoon phone interview that the electric-vehicle maker is often framed as having cash management troubles but believes that that is a bogus assesment.\n“I think that there’s this very stale narrative around Tesla’s liquidity that is no longer consistent around its balance sheet or its cash flow generation,” Osha said.\nHe makes the case that the companies investment in bitcoin is trivial against the scale of its ability to generate cash, and aligns with the company’s strategy of being a disrupter.\n“I see it as another step in Tesla’s effort to reinvent how cars are sold and delivered to people,” said Osha, who is referring to Tesla’s direct-to-customer sales model. Osha estimates that Tesla generated about $1.868 billion in free cash flow in the December quarter.\nChester Spatt, professor at Carnegie Mellon University’s Tepper School of Business, told MarketWatch that bitcoin’s volatility makes it a tough asset to serve as a reserve asset for corporations or a medium of exchange.\n“You have volatility here that’s about 10 times that of the euro ,” the professor, who served as economist and director of the Securities and Exchange Commission’s Office of Economic Analysis from 2004-07 , said.\n“That movement poses a lot of challenges for a corporation to hold [bitcoin] on their balance sheet but it also poses challenges from the point of the consumer,” he said.\nShares of Tesla closed up 1.3% on Monday.\nAntoni Trenchev, co-founder and managing partner of Nexo, a crypto lender, said that it may make some sense for corporations to put some of their “dry powder” in bitcoin, especially with interest rates near 0% and the U.S. dollar under pressure, as measured by the ICE U.S. Dollar Index,which is down nearly 8% over the past year, FactSet data show.\n“Corporations with ever increasing dry powder have a most obvious cash management option: partial BTC allocation,” Trenchev told MarketWatch.\n“Sitting on piles of cash offers little to no return and gets constantly devalued by central banks’ excessive QE measures. Having a treasury policy that diversifies risk and return, as well as looking into ‘the fastest horse’, is not only a sound policy, but is also the one that most adheres to the key principle of maximizing shareholder value,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383351290,"gmtCreate":1612841862110,"gmtModify":1704874867774,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383351290","repostId":"1142108333","repostType":4,"repost":{"id":"1142108333","kind":"news","pubTimestamp":1612841675,"share":"https://ttm.financial/m/news/1142108333?lang=&edition=fundamental","pubTime":"2021-02-09 11:34","market":"us","language":"en","title":"Earnings Grow for the First Time During the Pandemic. What That Means for Investors.","url":"https://stock-news.laohu8.com/highlight/detail?id=1142108333","media":"Barrons","summary":"Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for ","content":"<p>Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for recovery.</p>\n<p>Companies representing roughly three quarters of theS&P 500’smarket capitalization have reported fourth-quarter earnings, according to Credit Suisse data. Combining actual results and analyst’s increases to their calls for profits of companies that haven’t yet reported, aggregate earnings per share for the index could rise 1.7% year over year, according to DataTrek.</p>\n<p>So far, the aggregate result is about 17% better than expected, Credit Suisse says. Sales are up about 1% and operating margins have expanded, creating the much improved bottom-line results.</p>\n<p>Two points in the earnings results indicate an improving economy.</p>\n<p>Credit Suisse flagged the higher sales as a sign that consumers and businesses are spending more. Sales are up 4% year over year at makers of apparel and durable goods, according to the bank.</p>\n<p>Changes in profit margins tell a more important story, underscoring how a healthier economy is improving the earnings of the companies that were hurt most by the pandemic. A high portion of the costs of oil producers and manufacturers are fixed, so when revenues fall during a recession, profits fall harder than at other companies.</p>\n<p>Coming out of recessions, when revenues improve, profits rise significantly because costs are stable. Sales of materials producers are up 2% in aggregate, but earnings are up 17% because operating margins have increased by 14 percentage points.</p>\n<p>Stocks across many sectors have indeed risen, but earnings have not been the primary driver behind the breadth of the rally. TheInvesco S&P 500 Equal Weight ETF(RSP), which weights each holding equally and reflects the degree to which all sectors are participating in the rally, is up more than 4.5% year to date. That beats the gain in the popular S&P 500 index, which is weighted according to market capitalization—a sign the rally has been inclusive of many sectors. That is a reflection of a strengthening economy.</p>\n<p>Earlier in the profit-reporting season,most stocks were falling, with losses of 1% or more, even after companies reported strong earnings.Valuationswere high, reflecting expectations for strong results, so the actual results failed to provide much of a jolt.</p>\n<p>In any case, strength in earnings won’t matter if the rollout of Covid-19 vaccines encounters big delays, because that would hurt the outlook for revenues. Stocks are trading more in response to positive vaccine news than on the fourth-quarter results.</p>\n<p>The earnings still do matter, though. And if therollout of vaccinesdoesn’t run into new snags, EPS should rise quarter over quarter throughout the year.</p>\n<p>Wall Street expects about $42 in aggregate per-share earnings for the S&P 500 for the fourth quarter of 2020, while estimates for the current quarter are a tick below that, according to DataTrek. If earnings come in at $45 a share per quarter for 2021, the year’s result should be $180, about 2.8% higher than current estimates.</p>","source":"lsy1601382232898","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>Earnings Grow for the First Time During the Pandemic. What That Means for Investors.</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\">\nEarnings Grow for the First Time During the Pandemic. What That Means for Investors.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 11:34 GMT+8 <a href=https://www.barrons.com/articles/earnings-are-growing-again-what-it-means-for-investors-51612817803?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for recovery.\nCompanies representing roughly three quarters of theS&P 500’smarket capitalization have ...</p>\n\n<a href=\"https://www.barrons.com/articles/earnings-are-growing-again-what-it-means-for-investors-51612817803?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\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":"https://www.barrons.com/articles/earnings-are-growing-again-what-it-means-for-investors-51612817803?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142108333","content_text":"Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for recovery.\nCompanies representing roughly three quarters of theS&P 500’smarket capitalization have reported fourth-quarter earnings, according to Credit Suisse data. Combining actual results and analyst’s increases to their calls for profits of companies that haven’t yet reported, aggregate earnings per share for the index could rise 1.7% year over year, according to DataTrek.\nSo far, the aggregate result is about 17% better than expected, Credit Suisse says. Sales are up about 1% and operating margins have expanded, creating the much improved bottom-line results.\nTwo points in the earnings results indicate an improving economy.\nCredit Suisse flagged the higher sales as a sign that consumers and businesses are spending more. Sales are up 4% year over year at makers of apparel and durable goods, according to the bank.\nChanges in profit margins tell a more important story, underscoring how a healthier economy is improving the earnings of the companies that were hurt most by the pandemic. A high portion of the costs of oil producers and manufacturers are fixed, so when revenues fall during a recession, profits fall harder than at other companies.\nComing out of recessions, when revenues improve, profits rise significantly because costs are stable. Sales of materials producers are up 2% in aggregate, but earnings are up 17% because operating margins have increased by 14 percentage points.\nStocks across many sectors have indeed risen, but earnings have not been the primary driver behind the breadth of the rally. TheInvesco S&P 500 Equal Weight ETF(RSP), which weights each holding equally and reflects the degree to which all sectors are participating in the rally, is up more than 4.5% year to date. That beats the gain in the popular S&P 500 index, which is weighted according to market capitalization—a sign the rally has been inclusive of many sectors. That is a reflection of a strengthening economy.\nEarlier in the profit-reporting season,most stocks were falling, with losses of 1% or more, even after companies reported strong earnings.Valuationswere high, reflecting expectations for strong results, so the actual results failed to provide much of a jolt.\nIn any case, strength in earnings won’t matter if the rollout of Covid-19 vaccines encounters big delays, because that would hurt the outlook for revenues. Stocks are trading more in response to positive vaccine news than on the fourth-quarter results.\nThe earnings still do matter, though. And if therollout of vaccinesdoesn’t run into new snags, EPS should rise quarter over quarter throughout the year.\nWall Street expects about $42 in aggregate per-share earnings for the S&P 500 for the fourth quarter of 2020, while estimates for the current quarter are a tick below that, according to DataTrek. If earnings come in at $45 a share per quarter for 2021, the year’s result should be $180, about 2.8% higher than current estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389883120,"gmtCreate":1612750384960,"gmtModify":1704873780265,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/389883120","repostId":"1119785345","repostType":4,"repost":{"id":"1119785345","kind":"news","pubTimestamp":1612750108,"share":"https://ttm.financial/m/news/1119785345?lang=&edition=fundamental","pubTime":"2021-02-08 10:08","market":"hk","language":"en","title":"Hong Kong Stock Market Is About to Lose Biggest Source of Funds","url":"https://stock-news.laohu8.com/highlight/detail?id=1119785345","media":"Bloomberg","summary":"Hong Kong’s stock connect trading link shut Feb. 9 to 17\n$48 billion worth of Hong Kong stocks bough","content":"<ul>\n <li>Hong Kong’s stock connect trading link shut Feb. 9 to 17</li>\n <li>$48 billion worth of Hong Kong stocks bought in 2021 via links</li>\n</ul>\n<p>Hong Kong’s stock traders are about to find out whether the $7.1 trillion market can hold its own without its biggest source of flows.</p>\n<p>Starting Tuesday, trading links via Hong Kong’s exchange operator allowing mainland traders to buy domestic stocks will haltthroughFeb. 17 due to the Lunar New Year holiday. The stock connectclosurewill slam the brakes on record levels of inflows that helped propel Hong Kong’s equities market to its best start to a year since1985.</p>\n<p>Investors north of the border turned bargain hunters in late 2020 after valuations in somesectorsonshore reached the highest in more than a decade. Mainland investors net bought a total of nearly $48 billion worth of Hong Kong stocks in the first five weeks of this year, which is already more than half of 2020’s total.</p>\n<p><img src=\"https://static.tigerbbs.com/238f57738fff71f6df4a7a64368f6927\" tg-width=\"930\" tg-height=\"523\"></p>\n<p>“We think it might be worthwhile to take some profit ahead of the trading link halt for stocks that are heavily boosted by southbound investors” including Tencent Holdings Ltd.,MeituanandChina Merchants Bank Co Ltd, said Zhuang Jiapeng, a fund manager at Shenzhen JM Capital Co.</p>\n<p>Still, the incentive to take money out of the market is low given that people swapping investment ideas during the holidays could spur further gains when the links with Shenzhen and Shanghai reopen. Zhuang said he’s considering moving all of his fund’s assets into Hong Kong at some point later this year, compared with his current 70% exposure.</p>\n<p>While the shutting of the links for the Lunar New Year is an annual occurrence, traders are taking a closer look given this year’s unprecedented inflows. Tencent, for example, has seen southboundturnovervia the links account for about 42% of the stock’s average dailyturnoverso far this year, according to data compiled by Bloomberg.</p>\n<p>Investors say longer-term exposure to Hong Kong is appealing given the number of mutual funds piling into the city’s assets. The financial hub is the venue for an increasing number of hot startup listings and tech giants, including short-video platform Kuaishou Technology, whichdebutedon Friday. Tencent Music Entertainment Group has selected banks to arrange its plannedsecond listingin the city.</p>\n<p>“Hong Kong stocks will remain attractive to mainlanders while outperformers in A-shares have skyrocketed and valuations are insane,” said Dai Ming, a fund manager at Hengsheng Asset Management Co. “We are still just at the beginning of a long-term buying trend for Hong Kong stocks.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stock Market Is About to Lose Biggest Source of Funds</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\">\nHong Kong Stock Market Is About to Lose Biggest Source of Funds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-08 10:08 GMT+8 <a href=http://bloomberg.com/news/articles/2021-02-07/hong-kong-stock-market-is-about-to-lose-biggest-source-of-funds?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong’s stock connect trading link shut Feb. 9 to 17\n$48 billion worth of Hong Kong stocks bought in 2021 via links\n\nHong Kong’s stock traders are about to find out whether the $7.1 trillion ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-02-07/hong-kong-stock-market-is-about-to-lose-biggest-source-of-funds?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSCCI":"红筹指数","HSCEI":"国企指数","HSI":"恒生指数"},"source_url":"http://bloomberg.com/news/articles/2021-02-07/hong-kong-stock-market-is-about-to-lose-biggest-source-of-funds?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119785345","content_text":"Hong Kong’s stock connect trading link shut Feb. 9 to 17\n$48 billion worth of Hong Kong stocks bought in 2021 via links\n\nHong Kong’s stock traders are about to find out whether the $7.1 trillion market can hold its own without its biggest source of flows.\nStarting Tuesday, trading links via Hong Kong’s exchange operator allowing mainland traders to buy domestic stocks will haltthroughFeb. 17 due to the Lunar New Year holiday. The stock connectclosurewill slam the brakes on record levels of inflows that helped propel Hong Kong’s equities market to its best start to a year since1985.\nInvestors north of the border turned bargain hunters in late 2020 after valuations in somesectorsonshore reached the highest in more than a decade. Mainland investors net bought a total of nearly $48 billion worth of Hong Kong stocks in the first five weeks of this year, which is already more than half of 2020’s total.\n\n“We think it might be worthwhile to take some profit ahead of the trading link halt for stocks that are heavily boosted by southbound investors” including Tencent Holdings Ltd.,MeituanandChina Merchants Bank Co Ltd, said Zhuang Jiapeng, a fund manager at Shenzhen JM Capital Co.\nStill, the incentive to take money out of the market is low given that people swapping investment ideas during the holidays could spur further gains when the links with Shenzhen and Shanghai reopen. Zhuang said he’s considering moving all of his fund’s assets into Hong Kong at some point later this year, compared with his current 70% exposure.\nWhile the shutting of the links for the Lunar New Year is an annual occurrence, traders are taking a closer look given this year’s unprecedented inflows. Tencent, for example, has seen southboundturnovervia the links account for about 42% of the stock’s average dailyturnoverso far this year, according to data compiled by Bloomberg.\nInvestors say longer-term exposure to Hong Kong is appealing given the number of mutual funds piling into the city’s assets. The financial hub is the venue for an increasing number of hot startup listings and tech giants, including short-video platform Kuaishou Technology, whichdebutedon Friday. Tencent Music Entertainment Group has selected banks to arrange its plannedsecond listingin the city.\n“Hong Kong stocks will remain attractive to mainlanders while outperformers in A-shares have skyrocketed and valuations are insane,” said Dai Ming, a fund manager at Hengsheng Asset Management Co. “We are still just at the beginning of a long-term buying trend for Hong Kong stocks.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380700252,"gmtCreate":1612582338676,"gmtModify":1704873066853,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice good job","listText":"Nice good job","text":"Nice good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380700252","repostId":"2109727286","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380324566,"gmtCreate":1612517420155,"gmtModify":1704872245065,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice cjckckf cjckckfkdo ckcockfmfk gkgkgk gkkg","listText":"Nice cjckckf cjckckfkdo ckcockfmfk gkgkgk gkkg","text":"Nice cjckckf cjckckfkdo ckcockfmfk gkgkgk gkkg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380324566","repostId":"1160248339","repostType":4,"repost":{"id":"1160248339","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":1612516557,"share":"https://ttm.financial/m/news/1160248339?lang=&edition=fundamental","pubTime":"2021-02-05 17:15","market":"us","language":"zh","title":"盘前异动:极光涨35%,流利说暴涨100%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160248339","media":"老虎资讯综合","summary":"2月5日(周五),美股三大指数期货在盘前交易时段集体上涨,纳指期货涨幅居前。腾讯音乐盘前涨近7%。据媒体周五援引知情人士报道,腾讯音乐已经敲定摩根大通、摩根士丹利为首的投行推进赴港上市事宜,计划在年内","content":"<p>2月5日(周五),美股三大指数期货在盘前交易时段集体上涨,纳指期货涨幅居前。</p><p><img src=\"https://static.tigerbbs.com/be626fa120cf1c8c04a36d61bf6a0cda\" tg-width=\"693\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>盘前涨近7%。据媒体周五援引知情人士报道,腾讯音乐已经敲定<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>为首的投行推进赴港上市事宜,计划在年内完成上市,募集目标为50亿美元。后续可能会有更多的银行加入承销团队,上市时间也有可能发生变化。</p><p><a href=\"https://laohu8.com/S/JG\">极光</a>盘前大涨35%,近日公司宣布与快手在广告商业化领域达成合作。</p><p><b>中概股<a href=\"https://laohu8.com/S/LAIX\">流利说</a>盘前暴涨超100%,昨日该股收涨33.3%。</b></p><p><img src=\"https://static.tigerbbs.com/bcf2eac6c5c359685562351f9cac1408\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p><p>散户概念股盘前走高,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨18%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨13.5%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨6.3%,此前券商Robinhood已移除了对股票及期权头寸的临时限制。</p><p><a href=\"https://laohu8.com/S/JNJ\">强生</a>盘前涨1.92%,今日公司向美国食品药品监督管理局提交其新冠病毒候选疫苗紧急使用授权申请。</p><p><a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>盘前涨2%,全年净利润远超市场预期,瑞德西韦销售额达19.38亿美元。</p><p><a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>盘前涨6.8%,第四季度净利润同比增加46%,月活跃用户数近4亿。</p><p><a href=\"https://laohu8.com/S/PINS\">Pinterest</a>盘前涨近10%,第四季度同比扭亏为盈,月活跃用户数同比增加11%。</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>盘前跌6.3%,第四季度亏损状况差于市场预期。</p><p><a href=\"https://laohu8.com/S/U\">Unity</a>盘前跌8.5%,全年亏损状况差于预期,公司在财报中警告<a href=\"https://laohu8.com/S/AAPL\">苹果</a>IDFA政策的变化将影响手机游戏开发商获得新客户的方式。</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>盘前异动:极光涨35%,流利说暴涨100%</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动:极光涨35%,流利说暴涨100%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-05 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月5日(周五),美股三大指数期货在盘前交易时段集体上涨,纳指期货涨幅居前。</p><p><img src=\"https://static.tigerbbs.com/be626fa120cf1c8c04a36d61bf6a0cda\" tg-width=\"693\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>盘前涨近7%。据媒体周五援引知情人士报道,腾讯音乐已经敲定<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>为首的投行推进赴港上市事宜,计划在年内完成上市,募集目标为50亿美元。后续可能会有更多的银行加入承销团队,上市时间也有可能发生变化。</p><p><a href=\"https://laohu8.com/S/JG\">极光</a>盘前大涨35%,近日公司宣布与快手在广告商业化领域达成合作。</p><p><b>中概股<a href=\"https://laohu8.com/S/LAIX\">流利说</a>盘前暴涨超100%,昨日该股收涨33.3%。</b></p><p><img src=\"https://static.tigerbbs.com/bcf2eac6c5c359685562351f9cac1408\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p><p>散户概念股盘前走高,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨18%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨13.5%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨6.3%,此前券商Robinhood已移除了对股票及期权头寸的临时限制。</p><p><a href=\"https://laohu8.com/S/JNJ\">强生</a>盘前涨1.92%,今日公司向美国食品药品监督管理局提交其新冠病毒候选疫苗紧急使用授权申请。</p><p><a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>盘前涨2%,全年净利润远超市场预期,瑞德西韦销售额达19.38亿美元。</p><p><a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>盘前涨6.8%,第四季度净利润同比增加46%,月活跃用户数近4亿。</p><p><a href=\"https://laohu8.com/S/PINS\">Pinterest</a>盘前涨近10%,第四季度同比扭亏为盈,月活跃用户数同比增加11%。</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>盘前跌6.3%,第四季度亏损状况差于市场预期。</p><p><a href=\"https://laohu8.com/S/U\">Unity</a>盘前跌8.5%,全年亏损状况差于预期,公司在财报中警告<a href=\"https://laohu8.com/S/AAPL\">苹果</a>IDFA政策的变化将影响手机游戏开发商获得新客户的方式。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160248339","content_text":"2月5日(周五),美股三大指数期货在盘前交易时段集体上涨,纳指期货涨幅居前。腾讯音乐盘前涨近7%。据媒体周五援引知情人士报道,腾讯音乐已经敲定摩根大通、摩根士丹利为首的投行推进赴港上市事宜,计划在年内完成上市,募集目标为50亿美元。后续可能会有更多的银行加入承销团队,上市时间也有可能发生变化。极光盘前大涨35%,近日公司宣布与快手在广告商业化领域达成合作。中概股流利说盘前暴涨超100%,昨日该股收涨33.3%。散户概念股盘前走高,游戏驿站涨18%,AMC院线涨13.5%,高斯电子涨6.3%,此前券商Robinhood已移除了对股票及期权头寸的临时限制。强生盘前涨1.92%,今日公司向美国食品药品监督管理局提交其新冠病毒候选疫苗紧急使用授权申请。吉利德科学盘前涨2%,全年净利润远超市场预期,瑞德西韦销售额达19.38亿美元。动视暴雪盘前涨6.8%,第四季度净利润同比增加46%,月活跃用户数近4亿。Pinterest盘前涨近10%,第四季度同比扭亏为盈,月活跃用户数同比增加11%。Snap盘前跌6.3%,第四季度亏损状况差于市场预期。Unity盘前跌8.5%,全年亏损状况差于预期,公司在财报中警告苹果IDFA政策的变化将影响手机游戏开发商获得新客户的方式。","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314150763,"gmtCreate":1612322720252,"gmtModify":1704869719302,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice 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10:50","market":"us","language":"en","title":"U.S. senators urge White House action on auto chip shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1137654867","media":"reuters","summary":"WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer","content":"<p>WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer and Republican John Cornyn urged the White House to work with Congress to address the global semiconductor shortage that is hampering auto manufacturing.</p>\n<p>The senators, from key auto states like Michigan, Ohio, Tennessee, Wisconsin, Illinois, Indiana and South Carolina, in a letter to the White House warned the “shortage threatens our post-pandemic economic recovery.”</p>\n<p>Automakers around the world are shutting assembly lines because of problems in the delivery of semiconductors, which have been exacerbated in some cases by the former Trump administration’s actions against Chinese chip factories.</p>\n<p>The shortage has impacted Volkswagen, Ford Motor Co, Subaru Corp, Toyota Motor Corp, Nissan Motor Co Ltd, Fiat Chrysler Automobiles and other car makers.</p>\n<p>“We believe that the incoming administration can continue to play a helpful role in alleviating the worst impacts of the shortage on American workers,” the senators wrote.</p>\n<p>A U.S. spokeswoman for Nissan said Tuesday the automaker made some short-term production adjustments because of the shortage “starting with three non-production days on the truck line at our Canton, Mississippi, facility.”</p>\n<p>The senators, including auto caucus chairs Democrat Sherrod Brown and Republican Rob Portman, urged the White House “to support efforts to secure the necessary funding to swiftly implement the semiconductor-related provisions in the most recent National Defense Authorization Act, which would boost the production of semiconductor manufacturing and incent the domestic production of semiconductors in the future.”</p>\n<p>Matt Blunt, who heads the American Automotive Policy Council representing U.S. automakers, praised the senators “who recognize it is a significant challenge for the auto sector.”</p>\n<p>The White House did not immediately comment.</p>\n<p>Automakers around the world are adjusting assembly lines caused by the shortages and have cut some production, caused by manufacturing delays that some semiconductor makers blame on a faster-than expected recovery from the coronavirus pandemic.</p>\n<p>In 2019, automotive groups accounted for roughly a tenth of the $429 billion semiconductor market, according to McKinsey.</p>","source":"ltzww","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. senators urge White House action on auto chip shortage</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{ 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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. senators urge White House action on auto chip shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-03 10:50 GMT+8 <a href=https://www.reuters.com/article/us-usa-autos-chips/u-s-senators-urge-white-house-action-on-auto-chip-shortage-idUSKBN2A2353?il=0><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer and Republican John Cornyn urged the White House to work with Congress to address the global ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-autos-chips/u-s-senators-urge-white-house-action-on-auto-chip-shortage-idUSKBN2A2353?il=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"F":"福特汽车"},"source_url":"https://www.reuters.com/article/us-usa-autos-chips/u-s-senators-urge-white-house-action-on-auto-chip-shortage-idUSKBN2A2353?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137654867","content_text":"WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer and Republican John Cornyn urged the White House to work with Congress to address the global semiconductor shortage that is hampering auto manufacturing.\nThe senators, from key auto states like Michigan, Ohio, Tennessee, Wisconsin, Illinois, Indiana and South Carolina, in a letter to the White House warned the “shortage threatens our post-pandemic economic recovery.”\nAutomakers around the world are shutting assembly lines because of problems in the delivery of semiconductors, which have been exacerbated in some cases by the former Trump administration’s actions against Chinese chip factories.\nThe shortage has impacted Volkswagen, Ford Motor Co, Subaru Corp, Toyota Motor Corp, Nissan Motor Co Ltd, Fiat Chrysler Automobiles and other car makers.\n“We believe that the incoming administration can continue to play a helpful role in alleviating the worst impacts of the shortage on American workers,” the senators wrote.\nA U.S. spokeswoman for Nissan said Tuesday the automaker made some short-term production adjustments because of the shortage “starting with three non-production days on the truck line at our Canton, Mississippi, facility.”\nThe senators, including auto caucus chairs Democrat Sherrod Brown and Republican Rob Portman, urged the White House “to support efforts to secure the necessary funding to swiftly implement the semiconductor-related provisions in the most recent National Defense Authorization Act, which would boost the production of semiconductor manufacturing and incent the domestic production of semiconductors in the future.”\nMatt Blunt, who heads the American Automotive Policy Council representing U.S. automakers, praised the senators “who recognize it is a significant challenge for the auto sector.”\nThe White House did not immediately comment.\nAutomakers around the world are adjusting assembly lines caused by the shortages and have cut some production, caused by manufacturing delays that some semiconductor makers blame on a faster-than expected recovery from the coronavirus pandemic.\nIn 2019, automotive groups accounted for roughly a tenth of the $429 billion semiconductor market, according to McKinsey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312218578,"gmtCreate":1612151923594,"gmtModify":1704867465302,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312218578","repostId":"1104314892","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312218659,"gmtCreate":1612151890471,"gmtModify":1704867464816,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312218659","repostId":"1137987709","repostType":4,"repost":{"id":"1137987709","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":1612142713,"share":"https://ttm.financial/m/news/1137987709?lang=&edition=fundamental","pubTime":"2021-02-01 09:25","market":"us","language":"zh","title":"港股开盘:恒指高开0.62%,恒大物业涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137987709","media":"老虎资讯综合","summary":"2月1日(周一)港股开盘,恒生指数上涨174.14点,涨幅0.62%,报28457.85点;国企指数上涨65.22点,涨幅0.58%,报11274点;红筹指数上涨16.04点,涨幅0.41%,报389","content":"<p>2月1日(周一)港股开盘,恒生指数上涨174.14点,涨幅0.62%,报28457.85点;国企指数上涨65.22点,涨幅0.58%,报11274点;红筹指数上涨16.04点,涨幅0.41%,报3890.22点。</p><p><img src=\"https://static.tigerbbs.com/91172ae712c6845cd495730729d9baad\" tg-width=\"1057\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>恒生科技指数涨0.86%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨2.42%,<a href=\"https://laohu8.com/S/03690\">美团</a>涨3.71%,<a href=\"https://laohu8.com/S/01810\">小米集团</a>涨1.88%,<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨2.08%,<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨2.88%。</p><p><img src=\"https://static.tigerbbs.com/7e3339f058ffa22da04352c9273e17ac\" tg-width=\"361\" tg-height=\"652\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/06666\">恒大物业</a>涨8.27%,公司以15亿元收购宁波市雅太酒店物业服务有限公司100%股权。</p><p><a href=\"https://laohu8.com/S/06185\">康希诺生物</a>涨近5%,其重组新型冠状病毒疫苗成功达到预设的主要安全性及有效性标准。</p><p><a href=\"https://laohu8.com/S/02899\">紫金矿业</a>涨4.5%,预计2020年净利润同比+51%至+55%。</p><p><a href=\"https://laohu8.com/S/06808\">高鑫零售</a>跌3.1%,此前公布2020年1-12月业绩。</p><p><a href=\"https://laohu8.com/S/02186\">绿叶制药</a>高开14.91%,公司宣布于1月29日与Hillhouse NEV订立认购协议,后者已同意认购公司发行的2.92亿股新股。</p><p></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>港股开盘:恒指高开0.62%,恒大物业涨超8%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股开盘:恒指高开0.62%,恒大物业涨超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-01 09:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月1日(周一)港股开盘,恒生指数上涨174.14点,涨幅0.62%,报28457.85点;国企指数上涨65.22点,涨幅0.58%,报11274点;红筹指数上涨16.04点,涨幅0.41%,报3890.22点。</p><p><img src=\"https://static.tigerbbs.com/91172ae712c6845cd495730729d9baad\" tg-width=\"1057\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>恒生科技指数涨0.86%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨2.42%,<a href=\"https://laohu8.com/S/03690\">美团</a>涨3.71%,<a href=\"https://laohu8.com/S/01810\">小米集团</a>涨1.88%,<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨2.08%,<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨2.88%。</p><p><img src=\"https://static.tigerbbs.com/7e3339f058ffa22da04352c9273e17ac\" tg-width=\"361\" tg-height=\"652\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/06666\">恒大物业</a>涨8.27%,公司以15亿元收购宁波市雅太酒店物业服务有限公司100%股权。</p><p><a href=\"https://laohu8.com/S/06185\">康希诺生物</a>涨近5%,其重组新型冠状病毒疫苗成功达到预设的主要安全性及有效性标准。</p><p><a href=\"https://laohu8.com/S/02899\">紫金矿业</a>涨4.5%,预计2020年净利润同比+51%至+55%。</p><p><a href=\"https://laohu8.com/S/06808\">高鑫零售</a>跌3.1%,此前公布2020年1-12月业绩。</p><p><a href=\"https://laohu8.com/S/02186\">绿叶制药</a>高开14.91%,公司宣布于1月29日与Hillhouse NEV订立认购协议,后者已同意认购公司发行的2.92亿股新股。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93cd9a1b7ca235b465c66943d1cfe6c9","relate_stocks":{"00700":"腾讯控股","HSCEI":"国企指数","03690":"美团-W","01810":"小米集团-W","HSI":"恒生指数","06185":"康希诺生物","06666":"恒大物业","HSCCI":"红筹指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137987709","content_text":"2月1日(周一)港股开盘,恒生指数上涨174.14点,涨幅0.62%,报28457.85点;国企指数上涨65.22点,涨幅0.58%,报11274点;红筹指数上涨16.04点,涨幅0.41%,报3890.22点。恒生科技指数涨0.86%,腾讯控股涨2.42%,美团涨3.71%,小米集团涨1.88%,中芯国际涨2.08%,阿里健康涨2.88%。恒大物业涨8.27%,公司以15亿元收购宁波市雅太酒店物业服务有限公司100%股权。康希诺生物涨近5%,其重组新型冠状病毒疫苗成功达到预设的主要安全性及有效性标准。紫金矿业涨4.5%,预计2020年净利润同比+51%至+55%。高鑫零售跌3.1%,此前公布2020年1-12月业绩。绿叶制药高开14.91%,公司宣布于1月29日与Hillhouse NEV订立认购协议,后者已同意认购公司发行的2.92亿股新股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312213992,"gmtCreate":1612151385016,"gmtModify":1704867461419,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/312213992","repostId":"1122901013","repostType":4,"repost":{"id":"1122901013","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":1612137465,"share":"https://ttm.financial/m/news/1122901013?lang=&edition=fundamental","pubTime":"2021-02-01 07:57","market":"hk","language":"zh","title":"外媒头条:机构被散户“暴打”!梅尔文资本巨亏53%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122901013","media":"老虎资讯综合","summary":"疫苗短缺愈加严峻,欧盟因限制疫苗出口面临全球批评白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法机构被散户“暴打”对冲基金Melvin在1月份巨亏53%特斯拉的秘密:净利润并非全部来自汽车销","content":"<blockquote>疫苗短缺愈加严峻,欧盟因限制疫苗出口面临全球批评</blockquote><blockquote>白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法</blockquote><blockquote>机构被散户“暴打”对冲基金Melvin在1月份巨亏53%</blockquote><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的秘密:净利润并非全部来自汽车销售</blockquote><blockquote>鹿死谁手尚未可知?散户投机性激增,做空策略并未过时</blockquote><blockquote>华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”</blockquote><h2>金融时报</h2><h2>疫苗短缺愈加严峻 欧盟因限制疫苗出口面临全球批评</h2><h2><img src=\"https://static.tigerbbs.com/a30ac1e12475b3af4707df197f2b6842\" tg-width=\"1820\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></h2><p>欧盟委员会主席冯德莱恩正努力平息欧盟应对疫苗短缺引发的轩然大波。</p><p>加拿大和日本对欧盟的疫苗出口准则提出了意见,而韩国警告各国政府,反对扣押多余的疫苗。</p><p>此前,冯德莱恩保证从比利时运往英国的BioNTech和辉瑞公司的疫苗不会减少。这些措施使欧盟成员国有权阻止欧盟公司的疫苗出口。</p><p>出口管制是对<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>未能满足其向欧盟提供的疫苗供应计划的回应。阿斯利康坚称,这一承诺没有约束力。欧盟各国首都的恐慌情绪每周都在加剧,欧洲大陆的疫苗推广工作举步维艰,费用高昂。</p><p>负责应对疫情的日本大臣河野太郎(Taro Kono)上周五向世界经济论坛表示,欧盟可能会设法阻止疫苗出口,直到欧盟内部需求得到满足。他还警告说,一些政府可能会在疫苗问题上变得更加“民族主义”。</p><p>其他国家(包括美国)甚至出台了可能限制疫苗出口的指导方针或干预措施。</p><h2>彭博</h2><h2>机构被散户“暴打”对冲基金Melvin在1月份巨亏53%</h2><h2><img src=\"https://static.tigerbbs.com/97b3589cf67bccda4f98be4965a63612\" tg-width=\"1573\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></h2><p>今年1月,受GameStop公司的空头头寸和其它十几笔押注影响,梅尔文资本(Melvin Capital)亏损了53%。</p><p>一位知情人士说,Melvin目前的杠杆率是自公司2014年末成立以来最低。该对冲基金上周表示已经“重新调整投资组合”,包括平掉了在GameStop的空头头寸。</p><p>对冲基金Melvin的管理人士说,该公司今年1月以来累计下跌了53%。不过,在该月的最后几天Melvin收到了投资者承诺的现金承诺。</p><p>消息人士称,Melvin在1月份结束时拥有超过80亿美元的资产,而今年年初其资产约为125亿美元。</p><p>Melvin的创始人加布•普罗金(Gabe Plotkin)曾是对冲基金巨头<a href=\"https://laohu8.com/S/CONN\">科恩</a>(Steven a . Cohen)的明星投资经理。上周一,包括应急基金、Citadel LLC及其合作伙伴、以及科恩旗下的Point72资产管理公司一共将27.5亿美元资金注入该对冲基金。</p><h2>CNN</h2><h2>特斯拉的秘密:净利润并非全部来自汽车销售 监管信贷收入占大头</h2><h2><img src=\"https://static.tigerbbs.com/568961346bf885a87f61f952d1cac4ab\" tg-width=\"1581\" tg-height=\"215\" referrerpolicy=\"no-referrer\"></h2><p>特斯拉公布了2020年的全年净利润,但这并不是对客户销售的利润。</p><p>美国11个州要求汽车制造商在2025年前销售一定比例的零排放汽车。如果它们做不到,它们就必须从其他符合这些要求的汽车制造商那里购买监管信贷,比如专门销售电动汽车的特斯拉。</p><p>对特斯拉来说,这是一项利润丰厚的业务。在过去五年里,它带来了33亿美元的收入,仅2020年就有近一半的收入。去年,特斯拉获得了16亿美元的监管信贷收入,远远超过了其7.21亿美元的净利润,这意味着特斯拉在2020年可能会出现净亏损。</p><p>GLJ Research的戈登•约翰逊(Gordon Johnson)是特斯拉最大的看跌者之一。他说:“这些人卖车赔钱。他们都是靠卖监管信贷赚钱。”</p><p>特斯拉高管承认,公司不能指望这种现金来源持续下去。</p><p>“对我们来说,这一直是一个极其难以预测的领域,”特斯拉首席财务官扎卡里·科克霍恩(Zachary Kirkhorn)说。“长期来看,监管信贷销售将不会是业务的重要组成部分,我们不会围绕这一点来规划业务。在接下来的几个季度里,它可能会保持强劲,也可能不会。”</p><p>除上述消息外,今日值得关注的外媒消息还有这些:</p><h2>白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法</h2><p>所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。</p><p>Joe Manchin、Kyrsten Sinema和Mark Kelly将是法案能否通过的关键。</p><p>美国总统乔·拜登上任已经超过一周时间,并且将1.9万亿美元新冠疫情纾困方案的立法视为头等大事,但白宫对两党就此议题达成协议的希望正在消退。这个挫折显示了华盛顿持久的党派分歧。</p><p>总统周一曾表示,他“愿意就他的计划进行谈判”,但共和党方面没有提出任何他们自己的替代方案。由于共和党人断然拒绝拜登刺激计划的规模,民主党的国会领导人开始采取行动,将在没有共和党议员支持的情况下推进。所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。</p><p>共和党人对此强烈抗议,称众议院议长南希·佩洛西和参议院多数党领袖查克·舒默的单方面行动是对两党合作的拒绝。白宫新闻秘书Jen Psaki周五表示,问题是为什么共和党人面对广泛公众支持还要阻止该计划。</p><p>总统已经明确表示,他不会叫停转向由民主党独自完成立法的做法。</p><h2>鹿死谁手尚未可知?散户投机性激增,做空策略并未过时</h2><p>在华尔街狂热的一周交易中,对冲基金被大批散户投资者击垮,这些卖空基金有时被诬蔑为掠夺者,但如今却成了散户愤怒的目标。在Reddit等社交媒体网站上,散户把它们描绘成与个人投资者作对的精英成员。</p><p>周五,一家这样的基金甚至认输了。香橼宣布结束近20年的做空研究,将专注研究向个人投资者发掘做多机会。</p><p>与梅尔文资本(Melvin Capital)一样,该基金是散户投资者疯狂买入的对冲基金之一。散户投资者的买入主要集中在GameStop的股票上。他们的买入以及由此导致的股价上涨,迫使对冲基金以惨痛的损失结束了对股价下跌的押注。</p><p>然而,在这种狂热时期,重要的是要记住,卖空者在金融生态系统中扮演着重要角色。</p><p>卖空是对冲基金的基本交易策略。它涉及从经纪公司借入股票,然后在市场上出售,目的是以较低的价格回购,然后再归还,从而产生利润。</p><p>当这种情况发生时,它向长期投资者发出了关于过高估值的警告,并指出了商业模式存在问题的公司。反过来,它有助于追究管理层的责任,在某些情况下,还能揭露可疑的会计行为。</p><h2>GameStop空头梦魇料不会全面扩散,美股短期回调或不改牛市格局</h2><p>GameStop Corp股价暴涨使任何做空的人都感到恐惧。但是这些空头头寸的规模可能还没有达到让投资基金界陷入困境的地步。</p><p>这是Maneesh Deshpande牵头的巴克莱策略师的观点。通过计算空头押注与整个市场市值的关系,他们发现过去一年的卖空头寸已下降到至少自2008年以来的最低水平。此外,今年被日内交易员锁定的做空量最大企业的空头头寸还不到总规模43万亿美元市场的0.001%。</p><p>在上周大盘下跌过程中--标普500指数创下自10月份以来最大周跌幅--对于对冲基金等遭受的损失是否会带来全面扩散效应,曾几次引发人们的担心。就目前而言,尽管由Reddit论坛推动的股票震荡可能已经淹没了其它所有叙事题材,但它们不太可能吞没整个牛市。</p><p>“我们目睹了一场几乎是前所未有的投机活动。但另一方面,我们所谈论的是一小群没有太大影响力的股票,” Front Barnett Associates首席投资官Marshall Front表示,“经济的基本面很强。美联储非常激进和宽松的政策仍然完好。它们共同帮助股市上涨。”</p><h2>华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”</h2><p>美国散户抱团“大战”华尔街金融精英事件仍未平息,据媒体起底,其实散户们有个带头大哥:34岁的基思·帕特里克·吉尔。他是一名金融专业人士,租房生活,有个两岁的女儿,为录直播时不吵醒已入睡的女儿,这个奶爸常在住处的地下室工作。</p><p>吉尔在“华尔街赌场”论坛里被称为“我的王”。一名论坛用户1月27日“深情告白”吉尔:“您的坚定使我们许多人不仅购买(GME股票),而且还在持有。您这样的榜样改变了成千上万普通人的生活。”</p><p>吉尔的母亲表示,儿子小时候“就很喜欢钱”,会搜罗别人刮开后丢掉的彩票,有些人开票后不知道自己中奖了,就扔在地上,好多次吉尔还真淘到了奖金。她在看到新闻后第一时间问儿子“你是不是做了非法或骗人的事?”吉尔回答说,“不是的,妈妈”。至于吉尔是否违法,目前还没有定论。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条:机构被散户“暴打”!梅尔文资本巨亏53%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-01 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>疫苗短缺愈加严峻,欧盟因限制疫苗出口面临全球批评</blockquote><blockquote>白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法</blockquote><blockquote>机构被散户“暴打”对冲基金Melvin在1月份巨亏53%</blockquote><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的秘密:净利润并非全部来自汽车销售</blockquote><blockquote>鹿死谁手尚未可知?散户投机性激增,做空策略并未过时</blockquote><blockquote>华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”</blockquote><h2>金融时报</h2><h2>疫苗短缺愈加严峻 欧盟因限制疫苗出口面临全球批评</h2><h2><img src=\"https://static.tigerbbs.com/a30ac1e12475b3af4707df197f2b6842\" tg-width=\"1820\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></h2><p>欧盟委员会主席冯德莱恩正努力平息欧盟应对疫苗短缺引发的轩然大波。</p><p>加拿大和日本对欧盟的疫苗出口准则提出了意见,而韩国警告各国政府,反对扣押多余的疫苗。</p><p>此前,冯德莱恩保证从比利时运往英国的BioNTech和辉瑞公司的疫苗不会减少。这些措施使欧盟成员国有权阻止欧盟公司的疫苗出口。</p><p>出口管制是对<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>未能满足其向欧盟提供的疫苗供应计划的回应。阿斯利康坚称,这一承诺没有约束力。欧盟各国首都的恐慌情绪每周都在加剧,欧洲大陆的疫苗推广工作举步维艰,费用高昂。</p><p>负责应对疫情的日本大臣河野太郎(Taro Kono)上周五向世界经济论坛表示,欧盟可能会设法阻止疫苗出口,直到欧盟内部需求得到满足。他还警告说,一些政府可能会在疫苗问题上变得更加“民族主义”。</p><p>其他国家(包括美国)甚至出台了可能限制疫苗出口的指导方针或干预措施。</p><h2>彭博</h2><h2>机构被散户“暴打”对冲基金Melvin在1月份巨亏53%</h2><h2><img src=\"https://static.tigerbbs.com/97b3589cf67bccda4f98be4965a63612\" tg-width=\"1573\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></h2><p>今年1月,受GameStop公司的空头头寸和其它十几笔押注影响,梅尔文资本(Melvin Capital)亏损了53%。</p><p>一位知情人士说,Melvin目前的杠杆率是自公司2014年末成立以来最低。该对冲基金上周表示已经“重新调整投资组合”,包括平掉了在GameStop的空头头寸。</p><p>对冲基金Melvin的管理人士说,该公司今年1月以来累计下跌了53%。不过,在该月的最后几天Melvin收到了投资者承诺的现金承诺。</p><p>消息人士称,Melvin在1月份结束时拥有超过80亿美元的资产,而今年年初其资产约为125亿美元。</p><p>Melvin的创始人加布•普罗金(Gabe Plotkin)曾是对冲基金巨头<a href=\"https://laohu8.com/S/CONN\">科恩</a>(Steven a . Cohen)的明星投资经理。上周一,包括应急基金、Citadel LLC及其合作伙伴、以及科恩旗下的Point72资产管理公司一共将27.5亿美元资金注入该对冲基金。</p><h2>CNN</h2><h2>特斯拉的秘密:净利润并非全部来自汽车销售 监管信贷收入占大头</h2><h2><img src=\"https://static.tigerbbs.com/568961346bf885a87f61f952d1cac4ab\" tg-width=\"1581\" tg-height=\"215\" referrerpolicy=\"no-referrer\"></h2><p>特斯拉公布了2020年的全年净利润,但这并不是对客户销售的利润。</p><p>美国11个州要求汽车制造商在2025年前销售一定比例的零排放汽车。如果它们做不到,它们就必须从其他符合这些要求的汽车制造商那里购买监管信贷,比如专门销售电动汽车的特斯拉。</p><p>对特斯拉来说,这是一项利润丰厚的业务。在过去五年里,它带来了33亿美元的收入,仅2020年就有近一半的收入。去年,特斯拉获得了16亿美元的监管信贷收入,远远超过了其7.21亿美元的净利润,这意味着特斯拉在2020年可能会出现净亏损。</p><p>GLJ Research的戈登•约翰逊(Gordon Johnson)是特斯拉最大的看跌者之一。他说:“这些人卖车赔钱。他们都是靠卖监管信贷赚钱。”</p><p>特斯拉高管承认,公司不能指望这种现金来源持续下去。</p><p>“对我们来说,这一直是一个极其难以预测的领域,”特斯拉首席财务官扎卡里·科克霍恩(Zachary Kirkhorn)说。“长期来看,监管信贷销售将不会是业务的重要组成部分,我们不会围绕这一点来规划业务。在接下来的几个季度里,它可能会保持强劲,也可能不会。”</p><p>除上述消息外,今日值得关注的外媒消息还有这些:</p><h2>白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法</h2><p>所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。</p><p>Joe Manchin、Kyrsten Sinema和Mark Kelly将是法案能否通过的关键。</p><p>美国总统乔·拜登上任已经超过一周时间,并且将1.9万亿美元新冠疫情纾困方案的立法视为头等大事,但白宫对两党就此议题达成协议的希望正在消退。这个挫折显示了华盛顿持久的党派分歧。</p><p>总统周一曾表示,他“愿意就他的计划进行谈判”,但共和党方面没有提出任何他们自己的替代方案。由于共和党人断然拒绝拜登刺激计划的规模,民主党的国会领导人开始采取行动,将在没有共和党议员支持的情况下推进。所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。</p><p>共和党人对此强烈抗议,称众议院议长南希·佩洛西和参议院多数党领袖查克·舒默的单方面行动是对两党合作的拒绝。白宫新闻秘书Jen Psaki周五表示,问题是为什么共和党人面对广泛公众支持还要阻止该计划。</p><p>总统已经明确表示,他不会叫停转向由民主党独自完成立法的做法。</p><h2>鹿死谁手尚未可知?散户投机性激增,做空策略并未过时</h2><p>在华尔街狂热的一周交易中,对冲基金被大批散户投资者击垮,这些卖空基金有时被诬蔑为掠夺者,但如今却成了散户愤怒的目标。在Reddit等社交媒体网站上,散户把它们描绘成与个人投资者作对的精英成员。</p><p>周五,一家这样的基金甚至认输了。香橼宣布结束近20年的做空研究,将专注研究向个人投资者发掘做多机会。</p><p>与梅尔文资本(Melvin Capital)一样,该基金是散户投资者疯狂买入的对冲基金之一。散户投资者的买入主要集中在GameStop的股票上。他们的买入以及由此导致的股价上涨,迫使对冲基金以惨痛的损失结束了对股价下跌的押注。</p><p>然而,在这种狂热时期,重要的是要记住,卖空者在金融生态系统中扮演着重要角色。</p><p>卖空是对冲基金的基本交易策略。它涉及从经纪公司借入股票,然后在市场上出售,目的是以较低的价格回购,然后再归还,从而产生利润。</p><p>当这种情况发生时,它向长期投资者发出了关于过高估值的警告,并指出了商业模式存在问题的公司。反过来,它有助于追究管理层的责任,在某些情况下,还能揭露可疑的会计行为。</p><h2>GameStop空头梦魇料不会全面扩散,美股短期回调或不改牛市格局</h2><p>GameStop Corp股价暴涨使任何做空的人都感到恐惧。但是这些空头头寸的规模可能还没有达到让投资基金界陷入困境的地步。</p><p>这是Maneesh Deshpande牵头的巴克莱策略师的观点。通过计算空头押注与整个市场市值的关系,他们发现过去一年的卖空头寸已下降到至少自2008年以来的最低水平。此外,今年被日内交易员锁定的做空量最大企业的空头头寸还不到总规模43万亿美元市场的0.001%。</p><p>在上周大盘下跌过程中--标普500指数创下自10月份以来最大周跌幅--对于对冲基金等遭受的损失是否会带来全面扩散效应,曾几次引发人们的担心。就目前而言,尽管由Reddit论坛推动的股票震荡可能已经淹没了其它所有叙事题材,但它们不太可能吞没整个牛市。</p><p>“我们目睹了一场几乎是前所未有的投机活动。但另一方面,我们所谈论的是一小群没有太大影响力的股票,” Front Barnett Associates首席投资官Marshall Front表示,“经济的基本面很强。美联储非常激进和宽松的政策仍然完好。它们共同帮助股市上涨。”</p><h2>华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”</h2><p>美国散户抱团“大战”华尔街金融精英事件仍未平息,据媒体起底,其实散户们有个带头大哥:34岁的基思·帕特里克·吉尔。他是一名金融专业人士,租房生活,有个两岁的女儿,为录直播时不吵醒已入睡的女儿,这个奶爸常在住处的地下室工作。</p><p>吉尔在“华尔街赌场”论坛里被称为“我的王”。一名论坛用户1月27日“深情告白”吉尔:“您的坚定使我们许多人不仅购买(GME股票),而且还在持有。您这样的榜样改变了成千上万普通人的生活。”</p><p>吉尔的母亲表示,儿子小时候“就很喜欢钱”,会搜罗别人刮开后丢掉的彩票,有些人开票后不知道自己中奖了,就扔在地上,好多次吉尔还真淘到了奖金。她在看到新闻后第一时间问儿子“你是不是做了非法或骗人的事?”吉尔回答说,“不是的,妈妈”。至于吉尔是否违法,目前还没有定论。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".IXIC":"NASDAQ Composite","GME":"游戏驿站","TSLA":"特斯拉",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122901013","content_text":"疫苗短缺愈加严峻,欧盟因限制疫苗出口面临全球批评白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法机构被散户“暴打”对冲基金Melvin在1月份巨亏53%特斯拉的秘密:净利润并非全部来自汽车销售鹿死谁手尚未可知?散户投机性激增,做空策略并未过时华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”金融时报疫苗短缺愈加严峻 欧盟因限制疫苗出口面临全球批评欧盟委员会主席冯德莱恩正努力平息欧盟应对疫苗短缺引发的轩然大波。加拿大和日本对欧盟的疫苗出口准则提出了意见,而韩国警告各国政府,反对扣押多余的疫苗。此前,冯德莱恩保证从比利时运往英国的BioNTech和辉瑞公司的疫苗不会减少。这些措施使欧盟成员国有权阻止欧盟公司的疫苗出口。出口管制是对阿斯利康未能满足其向欧盟提供的疫苗供应计划的回应。阿斯利康坚称,这一承诺没有约束力。欧盟各国首都的恐慌情绪每周都在加剧,欧洲大陆的疫苗推广工作举步维艰,费用高昂。负责应对疫情的日本大臣河野太郎(Taro Kono)上周五向世界经济论坛表示,欧盟可能会设法阻止疫苗出口,直到欧盟内部需求得到满足。他还警告说,一些政府可能会在疫苗问题上变得更加“民族主义”。其他国家(包括美国)甚至出台了可能限制疫苗出口的指导方针或干预措施。彭博机构被散户“暴打”对冲基金Melvin在1月份巨亏53%今年1月,受GameStop公司的空头头寸和其它十几笔押注影响,梅尔文资本(Melvin Capital)亏损了53%。一位知情人士说,Melvin目前的杠杆率是自公司2014年末成立以来最低。该对冲基金上周表示已经“重新调整投资组合”,包括平掉了在GameStop的空头头寸。对冲基金Melvin的管理人士说,该公司今年1月以来累计下跌了53%。不过,在该月的最后几天Melvin收到了投资者承诺的现金承诺。消息人士称,Melvin在1月份结束时拥有超过80亿美元的资产,而今年年初其资产约为125亿美元。Melvin的创始人加布•普罗金(Gabe Plotkin)曾是对冲基金巨头科恩(Steven a . Cohen)的明星投资经理。上周一,包括应急基金、Citadel LLC及其合作伙伴、以及科恩旗下的Point72资产管理公司一共将27.5亿美元资金注入该对冲基金。CNN特斯拉的秘密:净利润并非全部来自汽车销售 监管信贷收入占大头特斯拉公布了2020年的全年净利润,但这并不是对客户销售的利润。美国11个州要求汽车制造商在2025年前销售一定比例的零排放汽车。如果它们做不到,它们就必须从其他符合这些要求的汽车制造商那里购买监管信贷,比如专门销售电动汽车的特斯拉。对特斯拉来说,这是一项利润丰厚的业务。在过去五年里,它带来了33亿美元的收入,仅2020年就有近一半的收入。去年,特斯拉获得了16亿美元的监管信贷收入,远远超过了其7.21亿美元的净利润,这意味着特斯拉在2020年可能会出现净亏损。GLJ Research的戈登•约翰逊(Gordon Johnson)是特斯拉最大的看跌者之一。他说:“这些人卖车赔钱。他们都是靠卖监管信贷赚钱。”特斯拉高管承认,公司不能指望这种现金来源持续下去。“对我们来说,这一直是一个极其难以预测的领域,”特斯拉首席财务官扎卡里·科克霍恩(Zachary Kirkhorn)说。“长期来看,监管信贷销售将不会是业务的重要组成部分,我们不会围绕这一点来规划业务。在接下来的几个季度里,它可能会保持强劲,也可能不会。”除上述消息外,今日值得关注的外媒消息还有这些:白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。Joe Manchin、Kyrsten Sinema和Mark Kelly将是法案能否通过的关键。美国总统乔·拜登上任已经超过一周时间,并且将1.9万亿美元新冠疫情纾困方案的立法视为头等大事,但白宫对两党就此议题达成协议的希望正在消退。这个挫折显示了华盛顿持久的党派分歧。总统周一曾表示,他“愿意就他的计划进行谈判”,但共和党方面没有提出任何他们自己的替代方案。由于共和党人断然拒绝拜登刺激计划的规模,民主党的国会领导人开始采取行动,将在没有共和党议员支持的情况下推进。所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。共和党人对此强烈抗议,称众议院议长南希·佩洛西和参议院多数党领袖查克·舒默的单方面行动是对两党合作的拒绝。白宫新闻秘书Jen Psaki周五表示,问题是为什么共和党人面对广泛公众支持还要阻止该计划。总统已经明确表示,他不会叫停转向由民主党独自完成立法的做法。鹿死谁手尚未可知?散户投机性激增,做空策略并未过时在华尔街狂热的一周交易中,对冲基金被大批散户投资者击垮,这些卖空基金有时被诬蔑为掠夺者,但如今却成了散户愤怒的目标。在Reddit等社交媒体网站上,散户把它们描绘成与个人投资者作对的精英成员。周五,一家这样的基金甚至认输了。香橼宣布结束近20年的做空研究,将专注研究向个人投资者发掘做多机会。与梅尔文资本(Melvin Capital)一样,该基金是散户投资者疯狂买入的对冲基金之一。散户投资者的买入主要集中在GameStop的股票上。他们的买入以及由此导致的股价上涨,迫使对冲基金以惨痛的损失结束了对股价下跌的押注。然而,在这种狂热时期,重要的是要记住,卖空者在金融生态系统中扮演着重要角色。卖空是对冲基金的基本交易策略。它涉及从经纪公司借入股票,然后在市场上出售,目的是以较低的价格回购,然后再归还,从而产生利润。当这种情况发生时,它向长期投资者发出了关于过高估值的警告,并指出了商业模式存在问题的公司。反过来,它有助于追究管理层的责任,在某些情况下,还能揭露可疑的会计行为。GameStop空头梦魇料不会全面扩散,美股短期回调或不改牛市格局GameStop Corp股价暴涨使任何做空的人都感到恐惧。但是这些空头头寸的规模可能还没有达到让投资基金界陷入困境的地步。这是Maneesh Deshpande牵头的巴克莱策略师的观点。通过计算空头押注与整个市场市值的关系,他们发现过去一年的卖空头寸已下降到至少自2008年以来的最低水平。此外,今年被日内交易员锁定的做空量最大企业的空头头寸还不到总规模43万亿美元市场的0.001%。在上周大盘下跌过程中--标普500指数创下自10月份以来最大周跌幅--对于对冲基金等遭受的损失是否会带来全面扩散效应,曾几次引发人们的担心。就目前而言,尽管由Reddit论坛推动的股票震荡可能已经淹没了其它所有叙事题材,但它们不太可能吞没整个牛市。“我们目睹了一场几乎是前所未有的投机活动。但另一方面,我们所谈论的是一小群没有太大影响力的股票,” Front Barnett Associates首席投资官Marshall Front表示,“经济的基本面很强。美联储非常激进和宽松的政策仍然完好。它们共同帮助股市上涨。”华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”美国散户抱团“大战”华尔街金融精英事件仍未平息,据媒体起底,其实散户们有个带头大哥:34岁的基思·帕特里克·吉尔。他是一名金融专业人士,租房生活,有个两岁的女儿,为录直播时不吵醒已入睡的女儿,这个奶爸常在住处的地下室工作。吉尔在“华尔街赌场”论坛里被称为“我的王”。一名论坛用户1月27日“深情告白”吉尔:“您的坚定使我们许多人不仅购买(GME股票),而且还在持有。您这样的榜样改变了成千上万普通人的生活。”吉尔的母亲表示,儿子小时候“就很喜欢钱”,会搜罗别人刮开后丢掉的彩票,有些人开票后不知道自己中奖了,就扔在地上,好多次吉尔还真淘到了奖金。她在看到新闻后第一时间问儿子“你是不是做了非法或骗人的事?”吉尔回答说,“不是的,妈妈”。至于吉尔是否违法,目前还没有定论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":312213992,"gmtCreate":1612151385016,"gmtModify":1704867461419,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/312213992","repostId":"1122901013","repostType":4,"repost":{"id":"1122901013","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":1612137465,"share":"https://ttm.financial/m/news/1122901013?lang=&edition=fundamental","pubTime":"2021-02-01 07:57","market":"hk","language":"zh","title":"外媒头条:机构被散户“暴打”!梅尔文资本巨亏53%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122901013","media":"老虎资讯综合","summary":"疫苗短缺愈加严峻,欧盟因限制疫苗出口面临全球批评白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法机构被散户“暴打”对冲基金Melvin在1月份巨亏53%特斯拉的秘密:净利润并非全部来自汽车销","content":"<blockquote>疫苗短缺愈加严峻,欧盟因限制疫苗出口面临全球批评</blockquote><blockquote>白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法</blockquote><blockquote>机构被散户“暴打”对冲基金Melvin在1月份巨亏53%</blockquote><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的秘密:净利润并非全部来自汽车销售</blockquote><blockquote>鹿死谁手尚未可知?散户投机性激增,做空策略并未过时</blockquote><blockquote>华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”</blockquote><h2>金融时报</h2><h2>疫苗短缺愈加严峻 欧盟因限制疫苗出口面临全球批评</h2><h2><img src=\"https://static.tigerbbs.com/a30ac1e12475b3af4707df197f2b6842\" tg-width=\"1820\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></h2><p>欧盟委员会主席冯德莱恩正努力平息欧盟应对疫苗短缺引发的轩然大波。</p><p>加拿大和日本对欧盟的疫苗出口准则提出了意见,而韩国警告各国政府,反对扣押多余的疫苗。</p><p>此前,冯德莱恩保证从比利时运往英国的BioNTech和辉瑞公司的疫苗不会减少。这些措施使欧盟成员国有权阻止欧盟公司的疫苗出口。</p><p>出口管制是对<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>未能满足其向欧盟提供的疫苗供应计划的回应。阿斯利康坚称,这一承诺没有约束力。欧盟各国首都的恐慌情绪每周都在加剧,欧洲大陆的疫苗推广工作举步维艰,费用高昂。</p><p>负责应对疫情的日本大臣河野太郎(Taro Kono)上周五向世界经济论坛表示,欧盟可能会设法阻止疫苗出口,直到欧盟内部需求得到满足。他还警告说,一些政府可能会在疫苗问题上变得更加“民族主义”。</p><p>其他国家(包括美国)甚至出台了可能限制疫苗出口的指导方针或干预措施。</p><h2>彭博</h2><h2>机构被散户“暴打”对冲基金Melvin在1月份巨亏53%</h2><h2><img src=\"https://static.tigerbbs.com/97b3589cf67bccda4f98be4965a63612\" tg-width=\"1573\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></h2><p>今年1月,受GameStop公司的空头头寸和其它十几笔押注影响,梅尔文资本(Melvin Capital)亏损了53%。</p><p>一位知情人士说,Melvin目前的杠杆率是自公司2014年末成立以来最低。该对冲基金上周表示已经“重新调整投资组合”,包括平掉了在GameStop的空头头寸。</p><p>对冲基金Melvin的管理人士说,该公司今年1月以来累计下跌了53%。不过,在该月的最后几天Melvin收到了投资者承诺的现金承诺。</p><p>消息人士称,Melvin在1月份结束时拥有超过80亿美元的资产,而今年年初其资产约为125亿美元。</p><p>Melvin的创始人加布•普罗金(Gabe Plotkin)曾是对冲基金巨头<a href=\"https://laohu8.com/S/CONN\">科恩</a>(Steven a . Cohen)的明星投资经理。上周一,包括应急基金、Citadel LLC及其合作伙伴、以及科恩旗下的Point72资产管理公司一共将27.5亿美元资金注入该对冲基金。</p><h2>CNN</h2><h2>特斯拉的秘密:净利润并非全部来自汽车销售 监管信贷收入占大头</h2><h2><img src=\"https://static.tigerbbs.com/568961346bf885a87f61f952d1cac4ab\" tg-width=\"1581\" tg-height=\"215\" referrerpolicy=\"no-referrer\"></h2><p>特斯拉公布了2020年的全年净利润,但这并不是对客户销售的利润。</p><p>美国11个州要求汽车制造商在2025年前销售一定比例的零排放汽车。如果它们做不到,它们就必须从其他符合这些要求的汽车制造商那里购买监管信贷,比如专门销售电动汽车的特斯拉。</p><p>对特斯拉来说,这是一项利润丰厚的业务。在过去五年里,它带来了33亿美元的收入,仅2020年就有近一半的收入。去年,特斯拉获得了16亿美元的监管信贷收入,远远超过了其7.21亿美元的净利润,这意味着特斯拉在2020年可能会出现净亏损。</p><p>GLJ Research的戈登•约翰逊(Gordon Johnson)是特斯拉最大的看跌者之一。他说:“这些人卖车赔钱。他们都是靠卖监管信贷赚钱。”</p><p>特斯拉高管承认,公司不能指望这种现金来源持续下去。</p><p>“对我们来说,这一直是一个极其难以预测的领域,”特斯拉首席财务官扎卡里·科克霍恩(Zachary Kirkhorn)说。“长期来看,监管信贷销售将不会是业务的重要组成部分,我们不会围绕这一点来规划业务。在接下来的几个季度里,它可能会保持强劲,也可能不会。”</p><p>除上述消息外,今日值得关注的外媒消息还有这些:</p><h2>白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法</h2><p>所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。</p><p>Joe Manchin、Kyrsten Sinema和Mark Kelly将是法案能否通过的关键。</p><p>美国总统乔·拜登上任已经超过一周时间,并且将1.9万亿美元新冠疫情纾困方案的立法视为头等大事,但白宫对两党就此议题达成协议的希望正在消退。这个挫折显示了华盛顿持久的党派分歧。</p><p>总统周一曾表示,他“愿意就他的计划进行谈判”,但共和党方面没有提出任何他们自己的替代方案。由于共和党人断然拒绝拜登刺激计划的规模,民主党的国会领导人开始采取行动,将在没有共和党议员支持的情况下推进。所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。</p><p>共和党人对此强烈抗议,称众议院议长南希·佩洛西和参议院多数党领袖查克·舒默的单方面行动是对两党合作的拒绝。白宫新闻秘书Jen Psaki周五表示,问题是为什么共和党人面对广泛公众支持还要阻止该计划。</p><p>总统已经明确表示,他不会叫停转向由民主党独自完成立法的做法。</p><h2>鹿死谁手尚未可知?散户投机性激增,做空策略并未过时</h2><p>在华尔街狂热的一周交易中,对冲基金被大批散户投资者击垮,这些卖空基金有时被诬蔑为掠夺者,但如今却成了散户愤怒的目标。在Reddit等社交媒体网站上,散户把它们描绘成与个人投资者作对的精英成员。</p><p>周五,一家这样的基金甚至认输了。香橼宣布结束近20年的做空研究,将专注研究向个人投资者发掘做多机会。</p><p>与梅尔文资本(Melvin Capital)一样,该基金是散户投资者疯狂买入的对冲基金之一。散户投资者的买入主要集中在GameStop的股票上。他们的买入以及由此导致的股价上涨,迫使对冲基金以惨痛的损失结束了对股价下跌的押注。</p><p>然而,在这种狂热时期,重要的是要记住,卖空者在金融生态系统中扮演着重要角色。</p><p>卖空是对冲基金的基本交易策略。它涉及从经纪公司借入股票,然后在市场上出售,目的是以较低的价格回购,然后再归还,从而产生利润。</p><p>当这种情况发生时,它向长期投资者发出了关于过高估值的警告,并指出了商业模式存在问题的公司。反过来,它有助于追究管理层的责任,在某些情况下,还能揭露可疑的会计行为。</p><h2>GameStop空头梦魇料不会全面扩散,美股短期回调或不改牛市格局</h2><p>GameStop Corp股价暴涨使任何做空的人都感到恐惧。但是这些空头头寸的规模可能还没有达到让投资基金界陷入困境的地步。</p><p>这是Maneesh Deshpande牵头的巴克莱策略师的观点。通过计算空头押注与整个市场市值的关系,他们发现过去一年的卖空头寸已下降到至少自2008年以来的最低水平。此外,今年被日内交易员锁定的做空量最大企业的空头头寸还不到总规模43万亿美元市场的0.001%。</p><p>在上周大盘下跌过程中--标普500指数创下自10月份以来最大周跌幅--对于对冲基金等遭受的损失是否会带来全面扩散效应,曾几次引发人们的担心。就目前而言,尽管由Reddit论坛推动的股票震荡可能已经淹没了其它所有叙事题材,但它们不太可能吞没整个牛市。</p><p>“我们目睹了一场几乎是前所未有的投机活动。但另一方面,我们所谈论的是一小群没有太大影响力的股票,” Front Barnett Associates首席投资官Marshall Front表示,“经济的基本面很强。美联储非常激进和宽松的政策仍然完好。它们共同帮助股市上涨。”</p><h2>华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”</h2><p>美国散户抱团“大战”华尔街金融精英事件仍未平息,据媒体起底,其实散户们有个带头大哥:34岁的基思·帕特里克·吉尔。他是一名金融专业人士,租房生活,有个两岁的女儿,为录直播时不吵醒已入睡的女儿,这个奶爸常在住处的地下室工作。</p><p>吉尔在“华尔街赌场”论坛里被称为“我的王”。一名论坛用户1月27日“深情告白”吉尔:“您的坚定使我们许多人不仅购买(GME股票),而且还在持有。您这样的榜样改变了成千上万普通人的生活。”</p><p>吉尔的母亲表示,儿子小时候“就很喜欢钱”,会搜罗别人刮开后丢掉的彩票,有些人开票后不知道自己中奖了,就扔在地上,好多次吉尔还真淘到了奖金。她在看到新闻后第一时间问儿子“你是不是做了非法或骗人的事?”吉尔回答说,“不是的,妈妈”。至于吉尔是否违法,目前还没有定论。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条:机构被散户“暴打”!梅尔文资本巨亏53%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-01 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>疫苗短缺愈加严峻,欧盟因限制疫苗出口面临全球批评</blockquote><blockquote>白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法</blockquote><blockquote>机构被散户“暴打”对冲基金Melvin在1月份巨亏53%</blockquote><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的秘密:净利润并非全部来自汽车销售</blockquote><blockquote>鹿死谁手尚未可知?散户投机性激增,做空策略并未过时</blockquote><blockquote>华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”</blockquote><h2>金融时报</h2><h2>疫苗短缺愈加严峻 欧盟因限制疫苗出口面临全球批评</h2><h2><img src=\"https://static.tigerbbs.com/a30ac1e12475b3af4707df197f2b6842\" tg-width=\"1820\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></h2><p>欧盟委员会主席冯德莱恩正努力平息欧盟应对疫苗短缺引发的轩然大波。</p><p>加拿大和日本对欧盟的疫苗出口准则提出了意见,而韩国警告各国政府,反对扣押多余的疫苗。</p><p>此前,冯德莱恩保证从比利时运往英国的BioNTech和辉瑞公司的疫苗不会减少。这些措施使欧盟成员国有权阻止欧盟公司的疫苗出口。</p><p>出口管制是对<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>未能满足其向欧盟提供的疫苗供应计划的回应。阿斯利康坚称,这一承诺没有约束力。欧盟各国首都的恐慌情绪每周都在加剧,欧洲大陆的疫苗推广工作举步维艰,费用高昂。</p><p>负责应对疫情的日本大臣河野太郎(Taro Kono)上周五向世界经济论坛表示,欧盟可能会设法阻止疫苗出口,直到欧盟内部需求得到满足。他还警告说,一些政府可能会在疫苗问题上变得更加“民族主义”。</p><p>其他国家(包括美国)甚至出台了可能限制疫苗出口的指导方针或干预措施。</p><h2>彭博</h2><h2>机构被散户“暴打”对冲基金Melvin在1月份巨亏53%</h2><h2><img src=\"https://static.tigerbbs.com/97b3589cf67bccda4f98be4965a63612\" tg-width=\"1573\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></h2><p>今年1月,受GameStop公司的空头头寸和其它十几笔押注影响,梅尔文资本(Melvin Capital)亏损了53%。</p><p>一位知情人士说,Melvin目前的杠杆率是自公司2014年末成立以来最低。该对冲基金上周表示已经“重新调整投资组合”,包括平掉了在GameStop的空头头寸。</p><p>对冲基金Melvin的管理人士说,该公司今年1月以来累计下跌了53%。不过,在该月的最后几天Melvin收到了投资者承诺的现金承诺。</p><p>消息人士称,Melvin在1月份结束时拥有超过80亿美元的资产,而今年年初其资产约为125亿美元。</p><p>Melvin的创始人加布•普罗金(Gabe Plotkin)曾是对冲基金巨头<a href=\"https://laohu8.com/S/CONN\">科恩</a>(Steven a . Cohen)的明星投资经理。上周一,包括应急基金、Citadel LLC及其合作伙伴、以及科恩旗下的Point72资产管理公司一共将27.5亿美元资金注入该对冲基金。</p><h2>CNN</h2><h2>特斯拉的秘密:净利润并非全部来自汽车销售 监管信贷收入占大头</h2><h2><img src=\"https://static.tigerbbs.com/568961346bf885a87f61f952d1cac4ab\" tg-width=\"1581\" tg-height=\"215\" referrerpolicy=\"no-referrer\"></h2><p>特斯拉公布了2020年的全年净利润,但这并不是对客户销售的利润。</p><p>美国11个州要求汽车制造商在2025年前销售一定比例的零排放汽车。如果它们做不到,它们就必须从其他符合这些要求的汽车制造商那里购买监管信贷,比如专门销售电动汽车的特斯拉。</p><p>对特斯拉来说,这是一项利润丰厚的业务。在过去五年里,它带来了33亿美元的收入,仅2020年就有近一半的收入。去年,特斯拉获得了16亿美元的监管信贷收入,远远超过了其7.21亿美元的净利润,这意味着特斯拉在2020年可能会出现净亏损。</p><p>GLJ Research的戈登•约翰逊(Gordon Johnson)是特斯拉最大的看跌者之一。他说:“这些人卖车赔钱。他们都是靠卖监管信贷赚钱。”</p><p>特斯拉高管承认,公司不能指望这种现金来源持续下去。</p><p>“对我们来说,这一直是一个极其难以预测的领域,”特斯拉首席财务官扎卡里·科克霍恩(Zachary Kirkhorn)说。“长期来看,监管信贷销售将不会是业务的重要组成部分,我们不会围绕这一点来规划业务。在接下来的几个季度里,它可能会保持强劲,也可能不会。”</p><p>除上述消息外,今日值得关注的外媒消息还有这些:</p><h2>白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法</h2><p>所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。</p><p>Joe Manchin、Kyrsten Sinema和Mark Kelly将是法案能否通过的关键。</p><p>美国总统乔·拜登上任已经超过一周时间,并且将1.9万亿美元新冠疫情纾困方案的立法视为头等大事,但白宫对两党就此议题达成协议的希望正在消退。这个挫折显示了华盛顿持久的党派分歧。</p><p>总统周一曾表示,他“愿意就他的计划进行谈判”,但共和党方面没有提出任何他们自己的替代方案。由于共和党人断然拒绝拜登刺激计划的规模,民主党的国会领导人开始采取行动,将在没有共和党议员支持的情况下推进。所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。</p><p>共和党人对此强烈抗议,称众议院议长南希·佩洛西和参议院多数党领袖查克·舒默的单方面行动是对两党合作的拒绝。白宫新闻秘书Jen Psaki周五表示,问题是为什么共和党人面对广泛公众支持还要阻止该计划。</p><p>总统已经明确表示,他不会叫停转向由民主党独自完成立法的做法。</p><h2>鹿死谁手尚未可知?散户投机性激增,做空策略并未过时</h2><p>在华尔街狂热的一周交易中,对冲基金被大批散户投资者击垮,这些卖空基金有时被诬蔑为掠夺者,但如今却成了散户愤怒的目标。在Reddit等社交媒体网站上,散户把它们描绘成与个人投资者作对的精英成员。</p><p>周五,一家这样的基金甚至认输了。香橼宣布结束近20年的做空研究,将专注研究向个人投资者发掘做多机会。</p><p>与梅尔文资本(Melvin Capital)一样,该基金是散户投资者疯狂买入的对冲基金之一。散户投资者的买入主要集中在GameStop的股票上。他们的买入以及由此导致的股价上涨,迫使对冲基金以惨痛的损失结束了对股价下跌的押注。</p><p>然而,在这种狂热时期,重要的是要记住,卖空者在金融生态系统中扮演着重要角色。</p><p>卖空是对冲基金的基本交易策略。它涉及从经纪公司借入股票,然后在市场上出售,目的是以较低的价格回购,然后再归还,从而产生利润。</p><p>当这种情况发生时,它向长期投资者发出了关于过高估值的警告,并指出了商业模式存在问题的公司。反过来,它有助于追究管理层的责任,在某些情况下,还能揭露可疑的会计行为。</p><h2>GameStop空头梦魇料不会全面扩散,美股短期回调或不改牛市格局</h2><p>GameStop Corp股价暴涨使任何做空的人都感到恐惧。但是这些空头头寸的规模可能还没有达到让投资基金界陷入困境的地步。</p><p>这是Maneesh Deshpande牵头的巴克莱策略师的观点。通过计算空头押注与整个市场市值的关系,他们发现过去一年的卖空头寸已下降到至少自2008年以来的最低水平。此外,今年被日内交易员锁定的做空量最大企业的空头头寸还不到总规模43万亿美元市场的0.001%。</p><p>在上周大盘下跌过程中--标普500指数创下自10月份以来最大周跌幅--对于对冲基金等遭受的损失是否会带来全面扩散效应,曾几次引发人们的担心。就目前而言,尽管由Reddit论坛推动的股票震荡可能已经淹没了其它所有叙事题材,但它们不太可能吞没整个牛市。</p><p>“我们目睹了一场几乎是前所未有的投机活动。但另一方面,我们所谈论的是一小群没有太大影响力的股票,” Front Barnett Associates首席投资官Marshall Front表示,“经济的基本面很强。美联储非常激进和宽松的政策仍然完好。它们共同帮助股市上涨。”</p><h2>华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”</h2><p>美国散户抱团“大战”华尔街金融精英事件仍未平息,据媒体起底,其实散户们有个带头大哥:34岁的基思·帕特里克·吉尔。他是一名金融专业人士,租房生活,有个两岁的女儿,为录直播时不吵醒已入睡的女儿,这个奶爸常在住处的地下室工作。</p><p>吉尔在“华尔街赌场”论坛里被称为“我的王”。一名论坛用户1月27日“深情告白”吉尔:“您的坚定使我们许多人不仅购买(GME股票),而且还在持有。您这样的榜样改变了成千上万普通人的生活。”</p><p>吉尔的母亲表示,儿子小时候“就很喜欢钱”,会搜罗别人刮开后丢掉的彩票,有些人开票后不知道自己中奖了,就扔在地上,好多次吉尔还真淘到了奖金。她在看到新闻后第一时间问儿子“你是不是做了非法或骗人的事?”吉尔回答说,“不是的,妈妈”。至于吉尔是否违法,目前还没有定论。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".IXIC":"NASDAQ Composite","GME":"游戏驿站","TSLA":"特斯拉",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122901013","content_text":"疫苗短缺愈加严峻,欧盟因限制疫苗出口面临全球批评白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法机构被散户“暴打”对冲基金Melvin在1月份巨亏53%特斯拉的秘密:净利润并非全部来自汽车销售鹿死谁手尚未可知?散户投机性激增,做空策略并未过时华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”金融时报疫苗短缺愈加严峻 欧盟因限制疫苗出口面临全球批评欧盟委员会主席冯德莱恩正努力平息欧盟应对疫苗短缺引发的轩然大波。加拿大和日本对欧盟的疫苗出口准则提出了意见,而韩国警告各国政府,反对扣押多余的疫苗。此前,冯德莱恩保证从比利时运往英国的BioNTech和辉瑞公司的疫苗不会减少。这些措施使欧盟成员国有权阻止欧盟公司的疫苗出口。出口管制是对阿斯利康未能满足其向欧盟提供的疫苗供应计划的回应。阿斯利康坚称,这一承诺没有约束力。欧盟各国首都的恐慌情绪每周都在加剧,欧洲大陆的疫苗推广工作举步维艰,费用高昂。负责应对疫情的日本大臣河野太郎(Taro Kono)上周五向世界经济论坛表示,欧盟可能会设法阻止疫苗出口,直到欧盟内部需求得到满足。他还警告说,一些政府可能会在疫苗问题上变得更加“民族主义”。其他国家(包括美国)甚至出台了可能限制疫苗出口的指导方针或干预措施。彭博机构被散户“暴打”对冲基金Melvin在1月份巨亏53%今年1月,受GameStop公司的空头头寸和其它十几笔押注影响,梅尔文资本(Melvin Capital)亏损了53%。一位知情人士说,Melvin目前的杠杆率是自公司2014年末成立以来最低。该对冲基金上周表示已经“重新调整投资组合”,包括平掉了在GameStop的空头头寸。对冲基金Melvin的管理人士说,该公司今年1月以来累计下跌了53%。不过,在该月的最后几天Melvin收到了投资者承诺的现金承诺。消息人士称,Melvin在1月份结束时拥有超过80亿美元的资产,而今年年初其资产约为125亿美元。Melvin的创始人加布•普罗金(Gabe Plotkin)曾是对冲基金巨头科恩(Steven a . Cohen)的明星投资经理。上周一,包括应急基金、Citadel LLC及其合作伙伴、以及科恩旗下的Point72资产管理公司一共将27.5亿美元资金注入该对冲基金。CNN特斯拉的秘密:净利润并非全部来自汽车销售 监管信贷收入占大头特斯拉公布了2020年的全年净利润,但这并不是对客户销售的利润。美国11个州要求汽车制造商在2025年前销售一定比例的零排放汽车。如果它们做不到,它们就必须从其他符合这些要求的汽车制造商那里购买监管信贷,比如专门销售电动汽车的特斯拉。对特斯拉来说,这是一项利润丰厚的业务。在过去五年里,它带来了33亿美元的收入,仅2020年就有近一半的收入。去年,特斯拉获得了16亿美元的监管信贷收入,远远超过了其7.21亿美元的净利润,这意味着特斯拉在2020年可能会出现净亏损。GLJ Research的戈登•约翰逊(Gordon Johnson)是特斯拉最大的看跌者之一。他说:“这些人卖车赔钱。他们都是靠卖监管信贷赚钱。”特斯拉高管承认,公司不能指望这种现金来源持续下去。“对我们来说,这一直是一个极其难以预测的领域,”特斯拉首席财务官扎卡里·科克霍恩(Zachary Kirkhorn)说。“长期来看,监管信贷销售将不会是业务的重要组成部分,我们不会围绕这一点来规划业务。在接下来的几个季度里,它可能会保持强劲,也可能不会。”除上述消息外,今日值得关注的外媒消息还有这些:白宫对达成纾困协议的希望遇挫,民主党将独自启动刺激政策立法所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。Joe Manchin、Kyrsten Sinema和Mark Kelly将是法案能否通过的关键。美国总统乔·拜登上任已经超过一周时间,并且将1.9万亿美元新冠疫情纾困方案的立法视为头等大事,但白宫对两党就此议题达成协议的希望正在消退。这个挫折显示了华盛顿持久的党派分歧。总统周一曾表示,他“愿意就他的计划进行谈判”,但共和党方面没有提出任何他们自己的替代方案。由于共和党人断然拒绝拜登刺激计划的规模,民主党的国会领导人开始采取行动,将在没有共和党议员支持的情况下推进。所谓的预算协调程序将在下周启动,民主党因此可以自己完成立法。共和党人对此强烈抗议,称众议院议长南希·佩洛西和参议院多数党领袖查克·舒默的单方面行动是对两党合作的拒绝。白宫新闻秘书Jen Psaki周五表示,问题是为什么共和党人面对广泛公众支持还要阻止该计划。总统已经明确表示,他不会叫停转向由民主党独自完成立法的做法。鹿死谁手尚未可知?散户投机性激增,做空策略并未过时在华尔街狂热的一周交易中,对冲基金被大批散户投资者击垮,这些卖空基金有时被诬蔑为掠夺者,但如今却成了散户愤怒的目标。在Reddit等社交媒体网站上,散户把它们描绘成与个人投资者作对的精英成员。周五,一家这样的基金甚至认输了。香橼宣布结束近20年的做空研究,将专注研究向个人投资者发掘做多机会。与梅尔文资本(Melvin Capital)一样,该基金是散户投资者疯狂买入的对冲基金之一。散户投资者的买入主要集中在GameStop的股票上。他们的买入以及由此导致的股价上涨,迫使对冲基金以惨痛的损失结束了对股价下跌的押注。然而,在这种狂热时期,重要的是要记住,卖空者在金融生态系统中扮演着重要角色。卖空是对冲基金的基本交易策略。它涉及从经纪公司借入股票,然后在市场上出售,目的是以较低的价格回购,然后再归还,从而产生利润。当这种情况发生时,它向长期投资者发出了关于过高估值的警告,并指出了商业模式存在问题的公司。反过来,它有助于追究管理层的责任,在某些情况下,还能揭露可疑的会计行为。GameStop空头梦魇料不会全面扩散,美股短期回调或不改牛市格局GameStop Corp股价暴涨使任何做空的人都感到恐惧。但是这些空头头寸的规模可能还没有达到让投资基金界陷入困境的地步。这是Maneesh Deshpande牵头的巴克莱策略师的观点。通过计算空头押注与整个市场市值的关系,他们发现过去一年的卖空头寸已下降到至少自2008年以来的最低水平。此外,今年被日内交易员锁定的做空量最大企业的空头头寸还不到总规模43万亿美元市场的0.001%。在上周大盘下跌过程中--标普500指数创下自10月份以来最大周跌幅--对于对冲基金等遭受的损失是否会带来全面扩散效应,曾几次引发人们的担心。就目前而言,尽管由Reddit论坛推动的股票震荡可能已经淹没了其它所有叙事题材,但它们不太可能吞没整个牛市。“我们目睹了一场几乎是前所未有的投机活动。但另一方面,我们所谈论的是一小群没有太大影响力的股票,” Front Barnett Associates首席投资官Marshall Front表示,“经济的基本面很强。美联储非常激进和宽松的政策仍然完好。它们共同帮助股市上涨。”华尔街散户抱团“大战”金融精英,美媒起底幕后“带头大哥”美国散户抱团“大战”华尔街金融精英事件仍未平息,据媒体起底,其实散户们有个带头大哥:34岁的基思·帕特里克·吉尔。他是一名金融专业人士,租房生活,有个两岁的女儿,为录直播时不吵醒已入睡的女儿,这个奶爸常在住处的地下室工作。吉尔在“华尔街赌场”论坛里被称为“我的王”。一名论坛用户1月27日“深情告白”吉尔:“您的坚定使我们许多人不仅购买(GME股票),而且还在持有。您这样的榜样改变了成千上万普通人的生活。”吉尔的母亲表示,儿子小时候“就很喜欢钱”,会搜罗别人刮开后丢掉的彩票,有些人开票后不知道自己中奖了,就扔在地上,好多次吉尔还真淘到了奖金。她在看到新闻后第一时间问儿子“你是不是做了非法或骗人的事?”吉尔回答说,“不是的,妈妈”。至于吉尔是否违法,目前还没有定论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389883120,"gmtCreate":1612750384960,"gmtModify":1704873780265,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/389883120","repostId":"1119785345","repostType":4,"repost":{"id":"1119785345","kind":"news","pubTimestamp":1612750108,"share":"https://ttm.financial/m/news/1119785345?lang=&edition=fundamental","pubTime":"2021-02-08 10:08","market":"hk","language":"en","title":"Hong Kong Stock Market Is About to Lose Biggest Source of Funds","url":"https://stock-news.laohu8.com/highlight/detail?id=1119785345","media":"Bloomberg","summary":"Hong Kong’s stock connect trading link shut Feb. 9 to 17\n$48 billion worth of Hong Kong stocks bough","content":"<ul>\n <li>Hong Kong’s stock connect trading link shut Feb. 9 to 17</li>\n <li>$48 billion worth of Hong Kong stocks bought in 2021 via links</li>\n</ul>\n<p>Hong Kong’s stock traders are about to find out whether the $7.1 trillion market can hold its own without its biggest source of flows.</p>\n<p>Starting Tuesday, trading links via Hong Kong’s exchange operator allowing mainland traders to buy domestic stocks will haltthroughFeb. 17 due to the Lunar New Year holiday. The stock connectclosurewill slam the brakes on record levels of inflows that helped propel Hong Kong’s equities market to its best start to a year since1985.</p>\n<p>Investors north of the border turned bargain hunters in late 2020 after valuations in somesectorsonshore reached the highest in more than a decade. Mainland investors net bought a total of nearly $48 billion worth of Hong Kong stocks in the first five weeks of this year, which is already more than half of 2020’s total.</p>\n<p><img src=\"https://static.tigerbbs.com/238f57738fff71f6df4a7a64368f6927\" tg-width=\"930\" tg-height=\"523\"></p>\n<p>“We think it might be worthwhile to take some profit ahead of the trading link halt for stocks that are heavily boosted by southbound investors” including Tencent Holdings Ltd.,MeituanandChina Merchants Bank Co Ltd, said Zhuang Jiapeng, a fund manager at Shenzhen JM Capital Co.</p>\n<p>Still, the incentive to take money out of the market is low given that people swapping investment ideas during the holidays could spur further gains when the links with Shenzhen and Shanghai reopen. Zhuang said he’s considering moving all of his fund’s assets into Hong Kong at some point later this year, compared with his current 70% exposure.</p>\n<p>While the shutting of the links for the Lunar New Year is an annual occurrence, traders are taking a closer look given this year’s unprecedented inflows. Tencent, for example, has seen southboundturnovervia the links account for about 42% of the stock’s average dailyturnoverso far this year, according to data compiled by Bloomberg.</p>\n<p>Investors say longer-term exposure to Hong Kong is appealing given the number of mutual funds piling into the city’s assets. The financial hub is the venue for an increasing number of hot startup listings and tech giants, including short-video platform Kuaishou Technology, whichdebutedon Friday. Tencent Music Entertainment Group has selected banks to arrange its plannedsecond listingin the city.</p>\n<p>“Hong Kong stocks will remain attractive to mainlanders while outperformers in A-shares have skyrocketed and valuations are insane,” said Dai Ming, a fund manager at Hengsheng Asset Management Co. “We are still just at the beginning of a long-term buying trend for Hong Kong stocks.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stock Market Is About to Lose Biggest Source of Funds</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\">\nHong Kong Stock Market Is About to Lose Biggest Source of Funds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-08 10:08 GMT+8 <a href=http://bloomberg.com/news/articles/2021-02-07/hong-kong-stock-market-is-about-to-lose-biggest-source-of-funds?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong’s stock connect trading link shut Feb. 9 to 17\n$48 billion worth of Hong Kong stocks bought in 2021 via links\n\nHong Kong’s stock traders are about to find out whether the $7.1 trillion ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-02-07/hong-kong-stock-market-is-about-to-lose-biggest-source-of-funds?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSCCI":"红筹指数","HSCEI":"国企指数","HSI":"恒生指数"},"source_url":"http://bloomberg.com/news/articles/2021-02-07/hong-kong-stock-market-is-about-to-lose-biggest-source-of-funds?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119785345","content_text":"Hong Kong’s stock connect trading link shut Feb. 9 to 17\n$48 billion worth of Hong Kong stocks bought in 2021 via links\n\nHong Kong’s stock traders are about to find out whether the $7.1 trillion market can hold its own without its biggest source of flows.\nStarting Tuesday, trading links via Hong Kong’s exchange operator allowing mainland traders to buy domestic stocks will haltthroughFeb. 17 due to the Lunar New Year holiday. The stock connectclosurewill slam the brakes on record levels of inflows that helped propel Hong Kong’s equities market to its best start to a year since1985.\nInvestors north of the border turned bargain hunters in late 2020 after valuations in somesectorsonshore reached the highest in more than a decade. Mainland investors net bought a total of nearly $48 billion worth of Hong Kong stocks in the first five weeks of this year, which is already more than half of 2020’s total.\n\n“We think it might be worthwhile to take some profit ahead of the trading link halt for stocks that are heavily boosted by southbound investors” including Tencent Holdings Ltd.,MeituanandChina Merchants Bank Co Ltd, said Zhuang Jiapeng, a fund manager at Shenzhen JM Capital Co.\nStill, the incentive to take money out of the market is low given that people swapping investment ideas during the holidays could spur further gains when the links with Shenzhen and Shanghai reopen. Zhuang said he’s considering moving all of his fund’s assets into Hong Kong at some point later this year, compared with his current 70% exposure.\nWhile the shutting of the links for the Lunar New Year is an annual occurrence, traders are taking a closer look given this year’s unprecedented inflows. Tencent, for example, has seen southboundturnovervia the links account for about 42% of the stock’s average dailyturnoverso far this year, according to data compiled by Bloomberg.\nInvestors say longer-term exposure to Hong Kong is appealing given the number of mutual funds piling into the city’s assets. The financial hub is the venue for an increasing number of hot startup listings and tech giants, including short-video platform Kuaishou Technology, whichdebutedon Friday. Tencent Music Entertainment Group has selected banks to arrange its plannedsecond listingin the city.\n“Hong Kong stocks will remain attractive to mainlanders while outperformers in A-shares have skyrocketed and valuations are insane,” said Dai Ming, a fund manager at Hengsheng Asset Management Co. “We are still just at the beginning of a long-term buying trend for Hong Kong stocks.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314150111,"gmtCreate":1612322655933,"gmtModify":1704869717684,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314150111","repostId":"1137654867","repostType":4,"repost":{"id":"1137654867","kind":"news","pubTimestamp":1612320630,"share":"https://ttm.financial/m/news/1137654867?lang=&edition=fundamental","pubTime":"2021-02-03 10:50","market":"us","language":"en","title":"U.S. senators urge White House action on auto chip shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1137654867","media":"reuters","summary":"WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer","content":"<p>WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer and Republican John Cornyn urged the White House to work with Congress to address the global semiconductor shortage that is hampering auto manufacturing.</p>\n<p>The senators, from key auto states like Michigan, Ohio, Tennessee, Wisconsin, Illinois, Indiana and South Carolina, in a letter to the White House warned the “shortage threatens our post-pandemic economic recovery.”</p>\n<p>Automakers around the world are shutting assembly lines because of problems in the delivery of semiconductors, which have been exacerbated in some cases by the former Trump administration’s actions against Chinese chip factories.</p>\n<p>The shortage has impacted Volkswagen, Ford Motor Co, Subaru Corp, Toyota Motor Corp, Nissan Motor Co Ltd, Fiat Chrysler Automobiles and other car makers.</p>\n<p>“We believe that the incoming administration can continue to play a helpful role in alleviating the worst impacts of the shortage on American workers,” the senators wrote.</p>\n<p>A U.S. spokeswoman for Nissan said Tuesday the automaker made some short-term production adjustments because of the shortage “starting with three non-production days on the truck line at our Canton, Mississippi, facility.”</p>\n<p>The senators, including auto caucus chairs Democrat Sherrod Brown and Republican Rob Portman, urged the White House “to support efforts to secure the necessary funding to swiftly implement the semiconductor-related provisions in the most recent National Defense Authorization Act, which would boost the production of semiconductor manufacturing and incent the domestic production of semiconductors in the future.”</p>\n<p>Matt Blunt, who heads the American Automotive Policy Council representing U.S. automakers, praised the senators “who recognize it is a significant challenge for the auto sector.”</p>\n<p>The White House did not immediately comment.</p>\n<p>Automakers around the world are adjusting assembly lines caused by the shortages and have cut some production, caused by manufacturing delays that some semiconductor makers blame on a faster-than expected recovery from the coronavirus pandemic.</p>\n<p>In 2019, automotive groups accounted for roughly a tenth of the $429 billion semiconductor market, according to McKinsey.</p>","source":"ltzww","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. senators urge White House action on auto chip shortage</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{ 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.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. senators urge White House action on auto chip shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-03 10:50 GMT+8 <a href=https://www.reuters.com/article/us-usa-autos-chips/u-s-senators-urge-white-house-action-on-auto-chip-shortage-idUSKBN2A2353?il=0><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer and Republican John Cornyn urged the White House to work with Congress to address the global ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-autos-chips/u-s-senators-urge-white-house-action-on-auto-chip-shortage-idUSKBN2A2353?il=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"F":"福特汽车"},"source_url":"https://www.reuters.com/article/us-usa-autos-chips/u-s-senators-urge-white-house-action-on-auto-chip-shortage-idUSKBN2A2353?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137654867","content_text":"WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer and Republican John Cornyn urged the White House to work with Congress to address the global semiconductor shortage that is hampering auto manufacturing.\nThe senators, from key auto states like Michigan, Ohio, Tennessee, Wisconsin, Illinois, Indiana and South Carolina, in a letter to the White House warned the “shortage threatens our post-pandemic economic recovery.”\nAutomakers around the world are shutting assembly lines because of problems in the delivery of semiconductors, which have been exacerbated in some cases by the former Trump administration’s actions against Chinese chip factories.\nThe shortage has impacted Volkswagen, Ford Motor Co, Subaru Corp, Toyota Motor Corp, Nissan Motor Co Ltd, Fiat Chrysler Automobiles and other car makers.\n“We believe that the incoming administration can continue to play a helpful role in alleviating the worst impacts of the shortage on American workers,” the senators wrote.\nA U.S. spokeswoman for Nissan said Tuesday the automaker made some short-term production adjustments because of the shortage “starting with three non-production days on the truck line at our Canton, Mississippi, facility.”\nThe senators, including auto caucus chairs Democrat Sherrod Brown and Republican Rob Portman, urged the White House “to support efforts to secure the necessary funding to swiftly implement the semiconductor-related provisions in the most recent National Defense Authorization Act, which would boost the production of semiconductor manufacturing and incent the domestic production of semiconductors in the future.”\nMatt Blunt, who heads the American Automotive Policy Council representing U.S. automakers, praised the senators “who recognize it is a significant challenge for the auto sector.”\nThe White House did not immediately comment.\nAutomakers around the world are adjusting assembly lines caused by the shortages and have cut some production, caused by manufacturing delays that some semiconductor makers blame on a faster-than expected recovery from the coronavirus pandemic.\nIn 2019, automotive groups accounted for roughly a tenth of the $429 billion semiconductor market, according to McKinsey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380324566,"gmtCreate":1612517420155,"gmtModify":1704872245065,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice cjckckf cjckckfkdo ckcockfmfk gkgkgk gkkg","listText":"Nice cjckckf cjckckfkdo ckcockfmfk gkgkgk gkkg","text":"Nice cjckckf cjckckfkdo ckcockfmfk gkgkgk gkkg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380324566","repostId":"1160248339","repostType":4,"repost":{"id":"1160248339","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":1612516557,"share":"https://ttm.financial/m/news/1160248339?lang=&edition=fundamental","pubTime":"2021-02-05 17:15","market":"us","language":"zh","title":"盘前异动:极光涨35%,流利说暴涨100%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160248339","media":"老虎资讯综合","summary":"2月5日(周五),美股三大指数期货在盘前交易时段集体上涨,纳指期货涨幅居前。腾讯音乐盘前涨近7%。据媒体周五援引知情人士报道,腾讯音乐已经敲定摩根大通、摩根士丹利为首的投行推进赴港上市事宜,计划在年内","content":"<p>2月5日(周五),美股三大指数期货在盘前交易时段集体上涨,纳指期货涨幅居前。</p><p><img src=\"https://static.tigerbbs.com/be626fa120cf1c8c04a36d61bf6a0cda\" tg-width=\"693\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>盘前涨近7%。据媒体周五援引知情人士报道,腾讯音乐已经敲定<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>为首的投行推进赴港上市事宜,计划在年内完成上市,募集目标为50亿美元。后续可能会有更多的银行加入承销团队,上市时间也有可能发生变化。</p><p><a href=\"https://laohu8.com/S/JG\">极光</a>盘前大涨35%,近日公司宣布与快手在广告商业化领域达成合作。</p><p><b>中概股<a href=\"https://laohu8.com/S/LAIX\">流利说</a>盘前暴涨超100%,昨日该股收涨33.3%。</b></p><p><img src=\"https://static.tigerbbs.com/bcf2eac6c5c359685562351f9cac1408\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p><p>散户概念股盘前走高,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨18%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨13.5%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨6.3%,此前券商Robinhood已移除了对股票及期权头寸的临时限制。</p><p><a href=\"https://laohu8.com/S/JNJ\">强生</a>盘前涨1.92%,今日公司向美国食品药品监督管理局提交其新冠病毒候选疫苗紧急使用授权申请。</p><p><a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>盘前涨2%,全年净利润远超市场预期,瑞德西韦销售额达19.38亿美元。</p><p><a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>盘前涨6.8%,第四季度净利润同比增加46%,月活跃用户数近4亿。</p><p><a href=\"https://laohu8.com/S/PINS\">Pinterest</a>盘前涨近10%,第四季度同比扭亏为盈,月活跃用户数同比增加11%。</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>盘前跌6.3%,第四季度亏损状况差于市场预期。</p><p><a href=\"https://laohu8.com/S/U\">Unity</a>盘前跌8.5%,全年亏损状况差于预期,公司在财报中警告<a href=\"https://laohu8.com/S/AAPL\">苹果</a>IDFA政策的变化将影响手机游戏开发商获得新客户的方式。</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>盘前异动:极光涨35%,流利说暴涨100%</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动:极光涨35%,流利说暴涨100%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-05 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月5日(周五),美股三大指数期货在盘前交易时段集体上涨,纳指期货涨幅居前。</p><p><img src=\"https://static.tigerbbs.com/be626fa120cf1c8c04a36d61bf6a0cda\" tg-width=\"693\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>盘前涨近7%。据媒体周五援引知情人士报道,腾讯音乐已经敲定<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>为首的投行推进赴港上市事宜,计划在年内完成上市,募集目标为50亿美元。后续可能会有更多的银行加入承销团队,上市时间也有可能发生变化。</p><p><a href=\"https://laohu8.com/S/JG\">极光</a>盘前大涨35%,近日公司宣布与快手在广告商业化领域达成合作。</p><p><b>中概股<a href=\"https://laohu8.com/S/LAIX\">流利说</a>盘前暴涨超100%,昨日该股收涨33.3%。</b></p><p><img src=\"https://static.tigerbbs.com/bcf2eac6c5c359685562351f9cac1408\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p><p>散户概念股盘前走高,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨18%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨13.5%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨6.3%,此前券商Robinhood已移除了对股票及期权头寸的临时限制。</p><p><a href=\"https://laohu8.com/S/JNJ\">强生</a>盘前涨1.92%,今日公司向美国食品药品监督管理局提交其新冠病毒候选疫苗紧急使用授权申请。</p><p><a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>盘前涨2%,全年净利润远超市场预期,瑞德西韦销售额达19.38亿美元。</p><p><a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>盘前涨6.8%,第四季度净利润同比增加46%,月活跃用户数近4亿。</p><p><a href=\"https://laohu8.com/S/PINS\">Pinterest</a>盘前涨近10%,第四季度同比扭亏为盈,月活跃用户数同比增加11%。</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>盘前跌6.3%,第四季度亏损状况差于市场预期。</p><p><a href=\"https://laohu8.com/S/U\">Unity</a>盘前跌8.5%,全年亏损状况差于预期,公司在财报中警告<a href=\"https://laohu8.com/S/AAPL\">苹果</a>IDFA政策的变化将影响手机游戏开发商获得新客户的方式。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160248339","content_text":"2月5日(周五),美股三大指数期货在盘前交易时段集体上涨,纳指期货涨幅居前。腾讯音乐盘前涨近7%。据媒体周五援引知情人士报道,腾讯音乐已经敲定摩根大通、摩根士丹利为首的投行推进赴港上市事宜,计划在年内完成上市,募集目标为50亿美元。后续可能会有更多的银行加入承销团队,上市时间也有可能发生变化。极光盘前大涨35%,近日公司宣布与快手在广告商业化领域达成合作。中概股流利说盘前暴涨超100%,昨日该股收涨33.3%。散户概念股盘前走高,游戏驿站涨18%,AMC院线涨13.5%,高斯电子涨6.3%,此前券商Robinhood已移除了对股票及期权头寸的临时限制。强生盘前涨1.92%,今日公司向美国食品药品监督管理局提交其新冠病毒候选疫苗紧急使用授权申请。吉利德科学盘前涨2%,全年净利润远超市场预期,瑞德西韦销售额达19.38亿美元。动视暴雪盘前涨6.8%,第四季度净利润同比增加46%,月活跃用户数近4亿。Pinterest盘前涨近10%,第四季度同比扭亏为盈,月活跃用户数同比增加11%。Snap盘前跌6.3%,第四季度亏损状况差于市场预期。Unity盘前跌8.5%,全年亏损状况差于预期,公司在财报中警告苹果IDFA政策的变化将影响手机游戏开发商获得新客户的方式。","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383351406,"gmtCreate":1612841943305,"gmtModify":1704874867935,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383351406","repostId":"1143370300","repostType":4,"repost":{"id":"1143370300","kind":"news","pubTimestamp":1612839933,"share":"https://ttm.financial/m/news/1143370300?lang=&edition=fundamental","pubTime":"2021-02-09 11:05","market":"fut","language":"en","title":"Is Tesla’s $1.5 billion bitcoin buy smart corporate finance? Experts weigh in","url":"https://stock-news.laohu8.com/highlight/detail?id=1143370300","media":"MarketWatch","summary":"Tesla Inc. on Monday said that it bought $1.5 billion in bitcoin, a purchase that comes after CEO Elon Musk has promoted the world’s No. 1 digital asset,along with other cryptos, in recent weeks.Bitcoin’s price already on a stratospheric rise, garnered an additional fillip from the announcement, with a single bitcoin changing hands on Monday at $42,709, up over 9%. Prices touched a record peak near $45,000.But one of the key questions swirling around the decision by the manufacturer of electric ","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d612c15beca2f2d4d56a304cff74080\" tg-width=\"1260\" tg-height=\"876\"><span>MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES|, ISTOCKPHOTO</span></p>\n<p>Tesla Inc. on Monday said that it bought $1.5 billion in bitcoin, a purchase that comes after CEO Elon Musk has promoted the world’s No. 1 digital asset,along with other cryptos, in recent weeks.</p>\n<p>Bitcoin’s price already on a stratospheric rise, garnered an additional fillip from the announcement, with a single bitcoin changing hands on Monday at $42,709, up over 9%. Prices touched a record peak near $45,000.</p>\n<p>But one of the key questions swirling around the decision by the manufacturer of electric vehicles is whether the move, including the decision to eventually allow for the sale of its products to take place in bitcoins, is a prudent use of capital. It’s a question that’s particularly important given the wild swings that both shares of Tesla and bitcoin are prone to, even if those assets have both been on a nearly uninterrupted ride higher.</p>\n<p>“I think this is awful strategy on many, many levels,” Christopher Schwarz, associate professor of finance and faculty director of the Center for Investment and Wealth Management at the University of California at Irvine in emailed comments.</p>\n<p>“In essence, this is like creating [currency] risk since none of Tesla’s suppliers are paid in bitcoin,” Schwarz told MarketWatch.</p>\n<p>An email to the company for comment wasn’t immediately returned.</p>\n<p>Musk’s moves come as Tesla focuses on ramping up its production of electric vehicles, with its share price soaring but the auto maker still a relatively niche player despite its market value of over $800 billion.</p>\n<p>Shares of Tesla are up an eye-popping 472% over the past 12 months, making it one of the few traditional stocks that have outperformed bitcoin’s gain of 337% over the same stretch,</p>\n<p>The Wall Street Journal notedthat Tesla has taken advantage of its rabid investor base and its share price rally to bolster its cash position, bringing its cash holdings to around $19.4 billion at the end of last year, up from around $6.3 billion at the end of 2019.</p>\n<p>That means that its current bitcoin allocation represents about 8% of its cash holdings.</p>\n<p>“Tesla’s purchase of bitcoin is an unusual use of corporate cash, which is typically held in safer and less volatile assets, such as short-term fixed income securities to ensure liquidity and limit volatility,” Jerry Klein, managing director and partner at Treasury Partners, based in New York, told MarketWatch via email.</p>\n<p>“While Tesla shareholders are reacting positively to the news, it remains to be seen how shareholders would react if a decline in bitcoin’s price negatively affects Tesla’s future earnings,” Klein said. “CFOs are willing to accept risk in their overall business, but not with the cash on their balance sheet. While bitcoin has been surging in recent months, it’s been very volatile over the past few years,” he said.</p>\n<p>To be sure, Tesla isn’t the first company, and isn’t likely to be the last, to apportion some share of holdings to bitcoin. Software company MicroStrategy Inc. last year acquired somce bitcoin and has been a champion of other corporations do so.</p>\n<p>MicroStrategy, which recently hosted a virtual conference on the utility of bitcoin for corporations, estimates that roughly $50 billion worth of bitcoin is owned by private and publicly traded companies, citing data from BitcoinTreasuries.org.</p>\n<p>MicroStrategy reported that about 8,200 people attended its weekend conference from nearly 7,000 companies.</p>\n<p>Back to Tesla, Joe Osha, a Tesla analyst at JMP Securities told MarketWatch in a Monday afternoon phone interview that the electric-vehicle maker is often framed as having cash management troubles but believes that that is a bogus assesment.</p>\n<p>“I think that there’s this very stale narrative around Tesla’s liquidity that is no longer consistent around its balance sheet or its cash flow generation,” Osha said.</p>\n<p>He makes the case that the companies investment in bitcoin is trivial against the scale of its ability to generate cash, and aligns with the company’s strategy of being a disrupter.</p>\n<p>“I see it as another step in Tesla’s effort to reinvent how cars are sold and delivered to people,” said Osha, who is referring to Tesla’s direct-to-customer sales model. Osha estimates that Tesla generated about $1.868 billion in free cash flow in the December quarter.</p>\n<p>Chester Spatt, professor at Carnegie Mellon University’s Tepper School of Business, told MarketWatch that bitcoin’s volatility makes it a tough asset to serve as a reserve asset for corporations or a medium of exchange.</p>\n<p>“You have volatility here that’s about 10 times that of the euro ,” the professor, who served as economist and director of the Securities and Exchange Commission’s Office of Economic Analysis from 2004-07 , said.</p>\n<p>“That movement poses a lot of challenges for a corporation to hold [bitcoin] on their balance sheet but it also poses challenges from the point of the consumer,” he said.</p>\n<p>Shares of Tesla closed up 1.3% on Monday.</p>\n<p>Antoni Trenchev, co-founder and managing partner of Nexo, a crypto lender, said that it may make some sense for corporations to put some of their “dry powder” in bitcoin, especially with interest rates near 0% and the U.S. dollar under pressure, as measured by the ICE U.S. Dollar Index,which is down nearly 8% over the past year, FactSet data show.</p>\n<p>“Corporations with ever increasing dry powder have a most obvious cash management option: partial BTC allocation,” Trenchev told MarketWatch.</p>\n<p>“Sitting on piles of cash offers little to no return and gets constantly devalued by central banks’ excessive QE measures. Having a treasury policy that diversifies risk and return, as well as looking into ‘the fastest horse’, is not only a sound policy, but is also the one that most adheres to the key principle of maximizing shareholder value,” he said.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla’s $1.5 billion bitcoin buy smart corporate finance? Experts weigh in</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla’s $1.5 billion bitcoin buy smart corporate finance? Experts weigh in\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 11:05 GMT+8 <a href=https://www.marketwatch.com/story/is-teslas-1-5-billion-bitcoin-buy-smart-corporate-finance-experts-weigh-in-11612817269?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES|, ISTOCKPHOTO\nTesla Inc. on Monday said that it bought $1.5 billion in bitcoin, a purchase that comes after CEO Elon Musk has promoted the world’s No. 1 ...</p>\n\n<a href=\"https://www.marketwatch.com/story/is-teslas-1-5-billion-bitcoin-buy-smart-corporate-finance-experts-weigh-in-11612817269?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.marketwatch.com/story/is-teslas-1-5-billion-bitcoin-buy-smart-corporate-finance-experts-weigh-in-11612817269?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1143370300","content_text":"MARKETWATCH PHOTO ILLUSTRATION/GETTY IMAGES|, ISTOCKPHOTO\nTesla Inc. on Monday said that it bought $1.5 billion in bitcoin, a purchase that comes after CEO Elon Musk has promoted the world’s No. 1 digital asset,along with other cryptos, in recent weeks.\nBitcoin’s price already on a stratospheric rise, garnered an additional fillip from the announcement, with a single bitcoin changing hands on Monday at $42,709, up over 9%. Prices touched a record peak near $45,000.\nBut one of the key questions swirling around the decision by the manufacturer of electric vehicles is whether the move, including the decision to eventually allow for the sale of its products to take place in bitcoins, is a prudent use of capital. It’s a question that’s particularly important given the wild swings that both shares of Tesla and bitcoin are prone to, even if those assets have both been on a nearly uninterrupted ride higher.\n“I think this is awful strategy on many, many levels,” Christopher Schwarz, associate professor of finance and faculty director of the Center for Investment and Wealth Management at the University of California at Irvine in emailed comments.\n“In essence, this is like creating [currency] risk since none of Tesla’s suppliers are paid in bitcoin,” Schwarz told MarketWatch.\nAn email to the company for comment wasn’t immediately returned.\nMusk’s moves come as Tesla focuses on ramping up its production of electric vehicles, with its share price soaring but the auto maker still a relatively niche player despite its market value of over $800 billion.\nShares of Tesla are up an eye-popping 472% over the past 12 months, making it one of the few traditional stocks that have outperformed bitcoin’s gain of 337% over the same stretch,\nThe Wall Street Journal notedthat Tesla has taken advantage of its rabid investor base and its share price rally to bolster its cash position, bringing its cash holdings to around $19.4 billion at the end of last year, up from around $6.3 billion at the end of 2019.\nThat means that its current bitcoin allocation represents about 8% of its cash holdings.\n“Tesla’s purchase of bitcoin is an unusual use of corporate cash, which is typically held in safer and less volatile assets, such as short-term fixed income securities to ensure liquidity and limit volatility,” Jerry Klein, managing director and partner at Treasury Partners, based in New York, told MarketWatch via email.\n“While Tesla shareholders are reacting positively to the news, it remains to be seen how shareholders would react if a decline in bitcoin’s price negatively affects Tesla’s future earnings,” Klein said. “CFOs are willing to accept risk in their overall business, but not with the cash on their balance sheet. While bitcoin has been surging in recent months, it’s been very volatile over the past few years,” he said.\nTo be sure, Tesla isn’t the first company, and isn’t likely to be the last, to apportion some share of holdings to bitcoin. Software company MicroStrategy Inc. last year acquired somce bitcoin and has been a champion of other corporations do so.\nMicroStrategy, which recently hosted a virtual conference on the utility of bitcoin for corporations, estimates that roughly $50 billion worth of bitcoin is owned by private and publicly traded companies, citing data from BitcoinTreasuries.org.\nMicroStrategy reported that about 8,200 people attended its weekend conference from nearly 7,000 companies.\nBack to Tesla, Joe Osha, a Tesla analyst at JMP Securities told MarketWatch in a Monday afternoon phone interview that the electric-vehicle maker is often framed as having cash management troubles but believes that that is a bogus assesment.\n“I think that there’s this very stale narrative around Tesla’s liquidity that is no longer consistent around its balance sheet or its cash flow generation,” Osha said.\nHe makes the case that the companies investment in bitcoin is trivial against the scale of its ability to generate cash, and aligns with the company’s strategy of being a disrupter.\n“I see it as another step in Tesla’s effort to reinvent how cars are sold and delivered to people,” said Osha, who is referring to Tesla’s direct-to-customer sales model. Osha estimates that Tesla generated about $1.868 billion in free cash flow in the December quarter.\nChester Spatt, professor at Carnegie Mellon University’s Tepper School of Business, told MarketWatch that bitcoin’s volatility makes it a tough asset to serve as a reserve asset for corporations or a medium of exchange.\n“You have volatility here that’s about 10 times that of the euro ,” the professor, who served as economist and director of the Securities and Exchange Commission’s Office of Economic Analysis from 2004-07 , said.\n“That movement poses a lot of challenges for a corporation to hold [bitcoin] on their balance sheet but it also poses challenges from the point of the consumer,” he said.\nShares of Tesla closed up 1.3% on Monday.\nAntoni Trenchev, co-founder and managing partner of Nexo, a crypto lender, said that it may make some sense for corporations to put some of their “dry powder” in bitcoin, especially with interest rates near 0% and the U.S. dollar under pressure, as measured by the ICE U.S. Dollar Index,which is down nearly 8% over the past year, FactSet data show.\n“Corporations with ever increasing dry powder have a most obvious cash management option: partial BTC allocation,” Trenchev told MarketWatch.\n“Sitting on piles of cash offers little to no return and gets constantly devalued by central banks’ excessive QE measures. Having a treasury policy that diversifies risk and return, as well as looking into ‘the fastest horse’, is not only a sound policy, but is also the one that most adheres to the key principle of maximizing shareholder value,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383351290,"gmtCreate":1612841862110,"gmtModify":1704874867774,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383351290","repostId":"1142108333","repostType":4,"repost":{"id":"1142108333","kind":"news","pubTimestamp":1612841675,"share":"https://ttm.financial/m/news/1142108333?lang=&edition=fundamental","pubTime":"2021-02-09 11:34","market":"us","language":"en","title":"Earnings Grow for the First Time During the Pandemic. What That Means for Investors.","url":"https://stock-news.laohu8.com/highlight/detail?id=1142108333","media":"Barrons","summary":"Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for ","content":"<p>Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for recovery.</p>\n<p>Companies representing roughly three quarters of theS&P 500’smarket capitalization have reported fourth-quarter earnings, according to Credit Suisse data. Combining actual results and analyst’s increases to their calls for profits of companies that haven’t yet reported, aggregate earnings per share for the index could rise 1.7% year over year, according to DataTrek.</p>\n<p>So far, the aggregate result is about 17% better than expected, Credit Suisse says. Sales are up about 1% and operating margins have expanded, creating the much improved bottom-line results.</p>\n<p>Two points in the earnings results indicate an improving economy.</p>\n<p>Credit Suisse flagged the higher sales as a sign that consumers and businesses are spending more. Sales are up 4% year over year at makers of apparel and durable goods, according to the bank.</p>\n<p>Changes in profit margins tell a more important story, underscoring how a healthier economy is improving the earnings of the companies that were hurt most by the pandemic. A high portion of the costs of oil producers and manufacturers are fixed, so when revenues fall during a recession, profits fall harder than at other companies.</p>\n<p>Coming out of recessions, when revenues improve, profits rise significantly because costs are stable. Sales of materials producers are up 2% in aggregate, but earnings are up 17% because operating margins have increased by 14 percentage points.</p>\n<p>Stocks across many sectors have indeed risen, but earnings have not been the primary driver behind the breadth of the rally. TheInvesco S&P 500 Equal Weight ETF(RSP), which weights each holding equally and reflects the degree to which all sectors are participating in the rally, is up more than 4.5% year to date. That beats the gain in the popular S&P 500 index, which is weighted according to market capitalization—a sign the rally has been inclusive of many sectors. That is a reflection of a strengthening economy.</p>\n<p>Earlier in the profit-reporting season,most stocks were falling, with losses of 1% or more, even after companies reported strong earnings.Valuationswere high, reflecting expectations for strong results, so the actual results failed to provide much of a jolt.</p>\n<p>In any case, strength in earnings won’t matter if the rollout of Covid-19 vaccines encounters big delays, because that would hurt the outlook for revenues. Stocks are trading more in response to positive vaccine news than on the fourth-quarter results.</p>\n<p>The earnings still do matter, though. And if therollout of vaccinesdoesn’t run into new snags, EPS should rise quarter over quarter throughout the year.</p>\n<p>Wall Street expects about $42 in aggregate per-share earnings for the S&P 500 for the fourth quarter of 2020, while estimates for the current quarter are a tick below that, according to DataTrek. If earnings come in at $45 a share per quarter for 2021, the year’s result should be $180, about 2.8% higher than current estimates.</p>","source":"lsy1601382232898","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>Earnings Grow for the First Time During the Pandemic. What That Means for Investors.</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\">\nEarnings Grow for the First Time During the Pandemic. What That Means for Investors.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 11:34 GMT+8 <a href=https://www.barrons.com/articles/earnings-are-growing-again-what-it-means-for-investors-51612817803?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for recovery.\nCompanies representing roughly three quarters of theS&P 500’smarket capitalization have ...</p>\n\n<a href=\"https://www.barrons.com/articles/earnings-are-growing-again-what-it-means-for-investors-51612817803?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\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":"https://www.barrons.com/articles/earnings-are-growing-again-what-it-means-for-investors-51612817803?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142108333","content_text":"Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for recovery.\nCompanies representing roughly three quarters of theS&P 500’smarket capitalization have reported fourth-quarter earnings, according to Credit Suisse data. Combining actual results and analyst’s increases to their calls for profits of companies that haven’t yet reported, aggregate earnings per share for the index could rise 1.7% year over year, according to DataTrek.\nSo far, the aggregate result is about 17% better than expected, Credit Suisse says. Sales are up about 1% and operating margins have expanded, creating the much improved bottom-line results.\nTwo points in the earnings results indicate an improving economy.\nCredit Suisse flagged the higher sales as a sign that consumers and businesses are spending more. Sales are up 4% year over year at makers of apparel and durable goods, according to the bank.\nChanges in profit margins tell a more important story, underscoring how a healthier economy is improving the earnings of the companies that were hurt most by the pandemic. A high portion of the costs of oil producers and manufacturers are fixed, so when revenues fall during a recession, profits fall harder than at other companies.\nComing out of recessions, when revenues improve, profits rise significantly because costs are stable. Sales of materials producers are up 2% in aggregate, but earnings are up 17% because operating margins have increased by 14 percentage points.\nStocks across many sectors have indeed risen, but earnings have not been the primary driver behind the breadth of the rally. TheInvesco S&P 500 Equal Weight ETF(RSP), which weights each holding equally and reflects the degree to which all sectors are participating in the rally, is up more than 4.5% year to date. That beats the gain in the popular S&P 500 index, which is weighted according to market capitalization—a sign the rally has been inclusive of many sectors. That is a reflection of a strengthening economy.\nEarlier in the profit-reporting season,most stocks were falling, with losses of 1% or more, even after companies reported strong earnings.Valuationswere high, reflecting expectations for strong results, so the actual results failed to provide much of a jolt.\nIn any case, strength in earnings won’t matter if the rollout of Covid-19 vaccines encounters big delays, because that would hurt the outlook for revenues. Stocks are trading more in response to positive vaccine news than on the fourth-quarter results.\nThe earnings still do matter, though. And if therollout of vaccinesdoesn’t run into new snags, EPS should rise quarter over quarter throughout the year.\nWall Street expects about $42 in aggregate per-share earnings for the S&P 500 for the fourth quarter of 2020, while estimates for the current quarter are a tick below that, according to DataTrek. If earnings come in at $45 a share per quarter for 2021, the year’s result should be $180, about 2.8% higher than current estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380700252,"gmtCreate":1612582338676,"gmtModify":1704873066853,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice good job","listText":"Nice good job","text":"Nice good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380700252","repostId":"2109727286","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314150763,"gmtCreate":1612322720252,"gmtModify":1704869719302,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice stock room to grow","listText":"Nice stock room to grow","text":"Nice stock room to grow","images":[{"img":"https://static.tigerbbs.com/49ab1ab5e3972a3c6c0c5a5d76d8d218","width":"1080","height":"2536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314150763","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":312218578,"gmtCreate":1612151923594,"gmtModify":1704867465302,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312218578","repostId":"1104314892","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312218659,"gmtCreate":1612151890471,"gmtModify":1704867464816,"author":{"id":"3555045194439065","authorId":"3555045194439065","name":"HolyGrail","avatar":"https://static.tigerbbs.com/c408f38173f24bc3aefdda74a3a5e55a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555045194439065","authorIdStr":"3555045194439065"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312218659","repostId":"1137987709","repostType":4,"repost":{"id":"1137987709","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":1612142713,"share":"https://ttm.financial/m/news/1137987709?lang=&edition=fundamental","pubTime":"2021-02-01 09:25","market":"us","language":"zh","title":"港股开盘:恒指高开0.62%,恒大物业涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137987709","media":"老虎资讯综合","summary":"2月1日(周一)港股开盘,恒生指数上涨174.14点,涨幅0.62%,报28457.85点;国企指数上涨65.22点,涨幅0.58%,报11274点;红筹指数上涨16.04点,涨幅0.41%,报389","content":"<p>2月1日(周一)港股开盘,恒生指数上涨174.14点,涨幅0.62%,报28457.85点;国企指数上涨65.22点,涨幅0.58%,报11274点;红筹指数上涨16.04点,涨幅0.41%,报3890.22点。</p><p><img src=\"https://static.tigerbbs.com/91172ae712c6845cd495730729d9baad\" tg-width=\"1057\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>恒生科技指数涨0.86%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨2.42%,<a href=\"https://laohu8.com/S/03690\">美团</a>涨3.71%,<a href=\"https://laohu8.com/S/01810\">小米集团</a>涨1.88%,<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨2.08%,<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨2.88%。</p><p><img src=\"https://static.tigerbbs.com/7e3339f058ffa22da04352c9273e17ac\" tg-width=\"361\" tg-height=\"652\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/06666\">恒大物业</a>涨8.27%,公司以15亿元收购宁波市雅太酒店物业服务有限公司100%股权。</p><p><a href=\"https://laohu8.com/S/06185\">康希诺生物</a>涨近5%,其重组新型冠状病毒疫苗成功达到预设的主要安全性及有效性标准。</p><p><a href=\"https://laohu8.com/S/02899\">紫金矿业</a>涨4.5%,预计2020年净利润同比+51%至+55%。</p><p><a href=\"https://laohu8.com/S/06808\">高鑫零售</a>跌3.1%,此前公布2020年1-12月业绩。</p><p><a href=\"https://laohu8.com/S/02186\">绿叶制药</a>高开14.91%,公司宣布于1月29日与Hillhouse NEV订立认购协议,后者已同意认购公司发行的2.92亿股新股。</p><p></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>港股开盘:恒指高开0.62%,恒大物业涨超8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股开盘:恒指高开0.62%,恒大物业涨超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-01 09:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月1日(周一)港股开盘,恒生指数上涨174.14点,涨幅0.62%,报28457.85点;国企指数上涨65.22点,涨幅0.58%,报11274点;红筹指数上涨16.04点,涨幅0.41%,报3890.22点。</p><p><img src=\"https://static.tigerbbs.com/91172ae712c6845cd495730729d9baad\" tg-width=\"1057\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>恒生科技指数涨0.86%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨2.42%,<a href=\"https://laohu8.com/S/03690\">美团</a>涨3.71%,<a href=\"https://laohu8.com/S/01810\">小米集团</a>涨1.88%,<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨2.08%,<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨2.88%。</p><p><img src=\"https://static.tigerbbs.com/7e3339f058ffa22da04352c9273e17ac\" tg-width=\"361\" tg-height=\"652\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/06666\">恒大物业</a>涨8.27%,公司以15亿元收购宁波市雅太酒店物业服务有限公司100%股权。</p><p><a href=\"https://laohu8.com/S/06185\">康希诺生物</a>涨近5%,其重组新型冠状病毒疫苗成功达到预设的主要安全性及有效性标准。</p><p><a href=\"https://laohu8.com/S/02899\">紫金矿业</a>涨4.5%,预计2020年净利润同比+51%至+55%。</p><p><a href=\"https://laohu8.com/S/06808\">高鑫零售</a>跌3.1%,此前公布2020年1-12月业绩。</p><p><a href=\"https://laohu8.com/S/02186\">绿叶制药</a>高开14.91%,公司宣布于1月29日与Hillhouse NEV订立认购协议,后者已同意认购公司发行的2.92亿股新股。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93cd9a1b7ca235b465c66943d1cfe6c9","relate_stocks":{"00700":"腾讯控股","HSCEI":"国企指数","03690":"美团-W","01810":"小米集团-W","HSI":"恒生指数","06185":"康希诺生物","06666":"恒大物业","HSCCI":"红筹指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137987709","content_text":"2月1日(周一)港股开盘,恒生指数上涨174.14点,涨幅0.62%,报28457.85点;国企指数上涨65.22点,涨幅0.58%,报11274点;红筹指数上涨16.04点,涨幅0.41%,报3890.22点。恒生科技指数涨0.86%,腾讯控股涨2.42%,美团涨3.71%,小米集团涨1.88%,中芯国际涨2.08%,阿里健康涨2.88%。恒大物业涨8.27%,公司以15亿元收购宁波市雅太酒店物业服务有限公司100%股权。康希诺生物涨近5%,其重组新型冠状病毒疫苗成功达到预设的主要安全性及有效性标准。紫金矿业涨4.5%,预计2020年净利润同比+51%至+55%。高鑫零售跌3.1%,此前公布2020年1-12月业绩。绿叶制药高开14.91%,公司宣布于1月29日与Hillhouse NEV订立认购协议,后者已同意认购公司发行的2.92亿股新股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}