虎琊 personal page - To The Moon

虎琊

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2024-03-20

$拼多多(PDD)$

2022-06-06

OK

Sorry, the original content has been removed

2022-06-05

OK

After 15 years, the big bears are here again: prepare for the "biggest credit bond bubble in history" to burst

2022-05-22

OK

Sorry, the original content has been removed

2022-04-14

Twitter musk buy

2022-04-12

good

@TigerEvents:🏆【GAME】Hunting Eggs for Extra Saving!

2022-01-27

Agree

Intel's recovery is not enough to fear, Samsung Electronics is TSMC's biggest threat

2022-01-22

Hmm

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2022-01-20

Yue

Last night and this morning: The Nasdaq fell into the callback range! Luckin wants to relist

2022-01-16

ok

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2022-01-11

Yue

U.S. stock earnings season kicks off with a focus on these three things

2022-01-09

Ok

Tiger Pre-Market Watch: Non-farm data can't stop the Federal Reserve from raising interest rates in March

2022-01-06

ok

Foreign media headlines: The Federal Reserve hints at accelerating the pace of interest rate hike and shrinking balance sheet action

2022-01-04

🐮

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2021-12-31

Ok

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2021-12-30

Y

Sorry, the original content has been removed

2021-12-27

💊

The epidemic situation in Europe and America is fierce, and 3,000 flights worldwide have been cancelled. What is the impact?

2021-12-24

$黄金矿业ETF(Market Vectors)(GDX)$gogogo

Sorry, the original content has been removed

2021-12-23

Yue

Novavax says its vaccine is widely immune to mutant viruses such as Omicron

2021-12-22

Yue

One hundred billion tracks welcome the policy outlet again, and one picture understands the network security industry chain!

Go to Tiger App to see more news

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20:34","market":"us","language":"zh","title":"After 15 years, the big bears are here again: prepare for the \"biggest credit bond bubble in history\" to burst","url":"https://stock-news.laohu8.com/highlight/detail?id=1182189636","media":"华尔街见闻","summary":"在08年金融危机逆势获得超高回报的Mark Spitznagel表示：“我们已经让自己身陷困境。”越来越多华尔街大佬在看空美国经济方面达成共识。“黑天鹅”基金Universa Investments首","content":"<p><html><head></head><body>Mark Spitznagel, who bucked the trend of the 2008 financial crisis and earned super-high returns, said: \"We've put ourselves in trouble.\" More and more Wall Street bosses are reaching a consensus on bearish US economy.</p><p>Mark Spitznagel, chief investment officer of Universa Investments, a \"black swan\" fund, said in an interview with the media that the financial system is the most vulnerable to the impact of \"the largest credit debt bubble in human history\".</p><p>\"If this bubble bursts, it will be the most catastrophic market failure anyone has ever seen — but, let's hope that doesn't happen.\"\"We've put ourselves in a bind.\" Spitznagel insists he is no doomsday. He has long criticized the central bank for keeping interest rates near zero or even negative, which he said pushed up asset values and encouraged excessive borrowing. Currently, central banks around the world are tightening monetary policy to fight inflation.</p><p>Traditional safe-haven assets such as U.S. Treasury Bond and gold have disappointed investors this year, adding to the pain, Spitznagel said.</p><p>His warning comes after Wall Street banks have alerted investors one by one:</p><p>Before there is<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>CEO says U.S. economy has difficulty avoiding some degree of recession;</p><p>After there is<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>CEO Dimon warns that the U.S. economy faces unprecedented challenges and investors should prepare for the upcoming \"economic storm\";</p><p>On Friday, local time, John Waldron, president of Goldman Sachs Group, also issued an early warning, saying that due to a series of shocks to the global economy, the future will enter a difficult period.</p><p>\"Black swan\" funds generally adopt a \"tail risk strategy\", betting that catastrophic events will cause a severe impact on the stock market or cause inflation to soar. Universa's goal is to preserve customer assets and protect them from losses when the \"black swan\" event crashes the market.</p><p>Fifteen years ago, Universa, which had just been established, shorted US stocks heavily in advance. In the financial tsunami of 2008, many well-known investment institutions including Buffett, the stock god, and Bridgewater failed one after another.<b>While Universa bucked the trend and earned a return of over 100%.</b>This campaign also made Spitznagel and Universa famous on Wall Street.</p><p>In addition, in the early days of the pandemic in 2020, when global financial markets were bloodbathed, Universa once again stood out,<b>Achieved a net return of 36x in March.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After 15 years, the big bears are here again: prepare for the \"biggest credit bond bubble in history\" to burst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter 15 years, the big bears are here again: prepare for the \"biggest credit bond bubble in history\" to burst\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-06-04 20:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Mark Spitznagel, who bucked the trend of the 2008 financial crisis and earned super-high returns, said: \"We've put ourselves in trouble.\" More and more Wall Street bosses are reaching a consensus on bearish US economy.</p><p>Mark Spitznagel, chief investment officer of Universa Investments, a \"black swan\" fund, said in an interview with the media that the financial system is the most vulnerable to the impact of \"the largest credit debt bubble in human history\".</p><p>\"If this bubble bursts, it will be the most catastrophic market failure anyone has ever seen — but, let's hope that doesn't happen.\"\"We've put ourselves in a bind.\" Spitznagel insists he is no doomsday. He has long criticized the central bank for keeping interest rates near zero or even negative, which he said pushed up asset values and encouraged excessive borrowing. Currently, central banks around the world are tightening monetary policy to fight inflation.</p><p>Traditional safe-haven assets such as U.S. Treasury Bond and gold have disappointed investors this year, adding to the pain, Spitznagel said.</p><p>His warning comes after Wall Street banks have alerted investors one by one:</p><p>Before there is<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>CEO says U.S. economy has difficulty avoiding some degree of recession;</p><p>After there is<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>CEO Dimon warns that the U.S. economy faces unprecedented challenges and investors should prepare for the upcoming \"economic storm\";</p><p>On Friday, local time, John Waldron, president of Goldman Sachs Group, also issued an early warning, saying that due to a series of shocks to the global economy, the future will enter a difficult period.</p><p>\"Black swan\" funds generally adopt a \"tail risk strategy\", betting that catastrophic events will cause a severe impact on the stock market or cause inflation to soar. Universa's goal is to preserve customer assets and protect them from losses when the \"black swan\" event crashes the market.</p><p>Fifteen years ago, Universa, which had just been established, shorted US stocks heavily in advance. In the financial tsunami of 2008, many well-known investment institutions including Buffett, the stock god, and Bridgewater failed one after another.<b>While Universa bucked the trend and earned a return of over 100%.</b>This campaign also made Spitznagel and Universa famous on Wall Street.</p><p>In addition, in the early days of the pandemic in 2020, when global financial markets were bloodbathed, Universa once again stood out,<b>Achieved a net return of 36x in March.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"BK4566":"资本集团","BK4176":"多领域控股","BK4207":"综合性银行","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","WFC":"富国银行","JPM":"摩根大通","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4581":"高盛持仓","BK4559":"巴菲特持仓","BK4501":"段永平概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182189636","content_text":"在08年金融危机逆势获得超高回报的Mark Spitznagel表示：“我们已经让自己身陷困境。”越来越多华尔街大佬在看空美国经济方面达成共识。“黑天鹅”基金Universa Investments首席投资官Mark Spitznagel在接受媒体采访时表示，金融体系最容易受到“人类历史上最大信用债泡沫”的冲击。“如果这个泡沫破灭，那将是所有人所见过的最灾难性的市场失灵——但是，让我们希望不会发生这种情况。”“我们已经让自己身陷困境。”Spitznagel坚称自己不是末日论者。他长期以来一直批评央行把利率维持在接近于零甚至为负的水平，他说这推升了资产价值并鼓励过度借贷。目前，全球央行都在收紧货币政策以抗通胀。Spitznagel表示，美国国债和黄金等传统避险资产今年让投资者失望，更添痛苦。在他发出上述警告之前，华尔街大行已经一个接一个地向投资者发出警报：前有富国银行首席执行官称美国经济难以避免某种程度的衰退；后有摩根大通首席执行官戴蒙警告，美国经济面临前所未有的挑战，投资者应该为即将到来的“经济风暴”做准备；当地时间周五，高盛集团总裁John Waldron也发出预警，称由于全球经济受到的一系列冲击，未来将步入一段艰难时期。“黑天鹅”基金一般采取“尾部风险策略”，押注灾难性事件对股市造成剧烈冲击，或导致通胀飙升。Universa的目标就是在\"黑天鹅\"事件拉崩大盘时保住客户资产，并使其免受损失。15年前，刚刚成立不久的Universa提前重仓做空美股。在2008年的金融海啸中，包括股神巴菲特在内的投资大佬和桥水在内的众多知名投资机构纷纷折戟，而Universa逆势获得超过100%的回报率。此役也令Spitznagel和Universa在华尔街一战成名。另外，在2020年疫情爆发初期，全球金融市场遭到血洗，Universa再次脱颖而出，在3月份实现了36倍的净回报率。","news_type":1,"symbols_score_info":{"ZNmain":0.9,"TNmain":0.9,"BRK.B":0.9,"ZFmain":0.9,"ZTmain":0.9,"WFC":0.9,"ZBmain":0.9,"BRK.A":0.9,"JPM":0.9,"UBmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028385952,"gmtCreate":1653176254576,"gmtModify":1676535233293,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028385952","repostId":"1197125538","repostType":4,"isVote":1,"tweetType":1,"viewCount":2632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089041836,"gmtCreate":1649937976910,"gmtModify":1676534610761,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Twitter musk buy","listText":"Twitter musk buy","text":"Twitter musk buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089041836","isVote":1,"tweetType":1,"viewCount":2844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017292117,"gmtCreate":1649776241958,"gmtModify":1676534572846,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017292117","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090722204,"gmtCreate":1643270767669,"gmtModify":1676533792924,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090722204","repostId":"2206157338","repostType":4,"repost":{"id":"2206157338","kind":"news","pubTimestamp":1643268694,"share":"https://ttm.financial/m/news/2206157338?lang=en_US&edition=fundamental","pubTime":"2022-01-27 15:31","market":"us","language":"zh","title":"Intel's recovery is not enough to fear, Samsung Electronics is TSMC's biggest threat","url":"https://stock-news.laohu8.com/highlight/detail?id=2206157338","media":"智通财经","summary":"尽管人们在谈论英特尔进军芯片代工业务以及全球对台积电的过度依赖，但人们很容易忘记，韩国还存在另一个竞争对手。三星电子(Samsung Electronics Co.)是世界上最广泛的电子产品公司之一，","content":"<p><html><head></head><body>Although people are talking about<a href=\"https://laohu8.com/S/INTC\">Intel</a>Enter the chip foundry business and global<a href=\"https://laohu8.com/S/TSM\">TSMC</a>But it is easy to forget that South Korea has another competitor.</p><p><a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>(Samsung Electronics Co.) is one of the world's most extensive Electronics companies, producing components, displays and even branded products in large quantities. The company's signal Thursday suggests its custom chip business won't be forgotten either. \"The company aims to exceed market growth by expanding capacity at advanced nodes, adjusting prices and adding new customers,\" the company said in a statement announcing fourth-quarter earnings.</p><p>Secondly, earlier this month, TSMC also said that the company expects to overtake the overall market in 2022 and spend a record $44 billion on it. When two giant companies make the same statement, there is always one that achieves its goal.</p><p>However,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The confidence should be taken seriously. Its technology is not far behind TSMC, and it is comparable to or even surpassed TSMC in some respects. At the same time, it has managed to quietly build its own customer list.</p><p>Samsung Electronics said Thursday that the bullet point helped its foundry division generate record sales results, without giving a specific number.</p><p>Traditionally, most of the company's capital expenditure in semiconductors (43.6 trillion won, or about $36 billion last year) has been spent on memory chips. This is the type of product that TSMC and Intel have barely touched. But both competitors face competition, not only from Samsung's foundry business, but also from Samsung's System LSI division. It's just a fancy term for non-memory chips like processors, sensors, and display components. The division also reported record sales for the quarter.</p><p>Every chip developed and manufactured in-house by Samsung is not, by<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>and other competitors and then manufactured by Taiwan Semiconductor Manufacturing Corporation (TSMC). The division is also expanding its horizons and working with TSMC's clients, such as the US-based Supermicro Corporation.</p><p>This month, Samsung Electronics unveiled the latest product in its line of smartphone chips, the Exynos 2200, which features graphics technology developed by AMD. It's a win-win for both companies. Earlier this month, the company's product launch failed to go ahead as scheduled, so the company's product introduction ran into some controversy, but it could be a short-term marketing issue.</p><p>And of course Intel, the American chip giant is unique in that its business is built by designing and manufacturing around nearly every chip, rather than taking orders from outside customers. But its new CEO, Pat Gelsinger, decided last year that he, too, wanted to be a player in the foundry market. Therefore, he will need to grab customers from TSMC and Samsung in the future.</p><p>But that won't happen anytime soon. At Wednesday's earnings conference, Intel talked about the future foundry business, but also acknowledged that most of the capacity to provide foundry for outside customers will not come online for years to come. Today's world is facing a chip shortage, and TSMC is desperately trying to expand its production capacity and stay ahead of its technology. Samsung sees a clear window of opportunity and is ready to strike.</p><p>With this decisive battle ahead, it will be a very exciting year for the world's semiconductor giants.</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Intel's recovery is not enough to fear, Samsung Electronics is TSMC's biggest threat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel's recovery is not enough to fear, Samsung Electronics is TSMC's biggest threat\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-01-27 15:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Although people are talking about<a href=\"https://laohu8.com/S/INTC\">Intel</a>Enter the chip foundry business and global<a href=\"https://laohu8.com/S/TSM\">TSMC</a>But it is easy to forget that South Korea has another competitor.</p><p><a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>(Samsung Electronics Co.) is one of the world's most extensive Electronics companies, producing components, displays and even branded products in large quantities. The company's signal Thursday suggests its custom chip business won't be forgotten either. \"The company aims to exceed market growth by expanding capacity at advanced nodes, adjusting prices and adding new customers,\" the company said in a statement announcing fourth-quarter earnings.</p><p>Secondly, earlier this month, TSMC also said that the company expects to overtake the overall market in 2022 and spend a record $44 billion on it. When two giant companies make the same statement, there is always one that achieves its goal.</p><p>However,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The confidence should be taken seriously. Its technology is not far behind TSMC, and it is comparable to or even surpassed TSMC in some respects. At the same time, it has managed to quietly build its own customer list.</p><p>Samsung Electronics said Thursday that the bullet point helped its foundry division generate record sales results, without giving a specific number.</p><p>Traditionally, most of the company's capital expenditure in semiconductors (43.6 trillion won, or about $36 billion last year) has been spent on memory chips. This is the type of product that TSMC and Intel have barely touched. But both competitors face competition, not only from Samsung's foundry business, but also from Samsung's System LSI division. It's just a fancy term for non-memory chips like processors, sensors, and display components. The division also reported record sales for the quarter.</p><p>Every chip developed and manufactured in-house by Samsung is not, by<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>and other competitors and then manufactured by Taiwan Semiconductor Manufacturing Corporation (TSMC). The division is also expanding its horizons and working with TSMC's clients, such as the US-based Supermicro Corporation.</p><p>This month, Samsung Electronics unveiled the latest product in its line of smartphone chips, the Exynos 2200, which features graphics technology developed by AMD. It's a win-win for both companies. Earlier this month, the company's product launch failed to go ahead as scheduled, so the company's product introduction ran into some controversy, but it could be a short-term marketing issue.</p><p>And of course Intel, the American chip giant is unique in that its business is built by designing and manufacturing around nearly every chip, rather than taking orders from outside customers. But its new CEO, Pat Gelsinger, decided last year that he, too, wanted to be a player in the foundry market. Therefore, he will need to grab customers from TSMC and Samsung in the future.</p><p>But that won't happen anytime soon. At Wednesday's earnings conference, Intel talked about the future foundry business, but also acknowledged that most of the capacity to provide foundry for outside customers will not come online for years to come. Today's world is facing a chip shortage, and TSMC is desperately trying to expand its production capacity and stay ahead of its technology. Samsung sees a clear window of opportunity and is ready to strike.</p><p>With this decisive battle ahead, it will be a very exciting year for the world's semiconductor giants.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/649836.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"SSNLF":"三星电子","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","TSM":"台积电","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","INTC":"英特尔","BK4512":"苹果概念","BK4527":"明星科技股","SMSD.UK":"三星电子","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4505":"高瓴资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/649836.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206157338","content_text":"尽管人们在谈论英特尔进军芯片代工业务以及全球对台积电的过度依赖，但人们很容易忘记，韩国还存在另一个竞争对手。三星电子(Samsung Electronics Co.)是世界上最广泛的电子产品公司之一，大量生产零部件、显示器甚至品牌产品。该公司周四发出的信号表明，其定制芯片业务也不会被遗忘。该公司在一份宣布第四季度收益的声明中表示:“公司的目标是通过扩大高级节点的产能、调整价格和增加新客户，超过市场增长。”其次，本月早些时候，台积电还表示，公司预计将在2022年超越整体市场，并为此投入创纪录的440亿美元。当两家巨头公司发出同样的声明时，总有一家实现其目标。然而，三星的信心应该被认真对待。它的技术与台积电的差距并不大，在某些方面与台积电相当，甚至超过了台积电。与此同时，它成功地悄悄地建立了自己的客户名单。三星电子周四表示，这一要点帮助其代工部门创造了创新高的销售业绩，但没有给出具体数字。传统上，该公司在半导体领域的大部分资本支出(去年达43.6万亿韩元，约360亿美元)都用于存储芯片。这是台积电和英特尔几乎没有接触过的产品类型。但这两个竞争对手都面临竞争，不仅来自三星的代工业务，还来自三星的System LSI部门。这只是对处理器、传感器和显示组件等非内存芯片的一个花哨的称呼。该部门也公布了本季度创新高的销售额。三星内部开发和制造的每一块芯片都不是，由高通等竞争对手设计然后由台积电(TSMC)制造的。该部门也在扩大其视野，并与台积电的客户合作，如美国超微公司。本月，三星电子推出了智能手机芯片系列中的最新产品Exynos 2200，该芯片采用了AMD开发的图形技术。这是两家公司的双赢。本月早些时候，该公司的产品发布会未能如期举行，因此该公司的产品介绍遇到了一些争议，但这可能是一个短期的营销问题。当然还有英特尔，这家美国芯片巨头的独特之处在于，它的业务是通过围绕着几乎所有芯片的设计和制造建立起来的，而不是接受外部客户的订单。但其新任首席执行官Pat Gelsinger去年决定，他也想成为铸造市场的参与者。所以，他未来将需要从台积电和三星那里抢客户。但这在短期内不会发生。在周三的财报发布会上，英特尔谈到了未来的代工业务，但也承认，为外部客户提供代工的大部分产能在未来几年内都不会上线。当今世界正面临芯片短缺，而台积电正拼命扩大产能，保持技术领先，三星看到了一个明显的机会窗口，并准备出击。随着这一决战的到来，对世界半导体巨头来说，今年将是非常激动人心的一年。","news_type":1,"symbols_score_info":{"SSNLF":1,"INTC":1,"SMSD.UK":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":2881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007121086,"gmtCreate":1642811575778,"gmtModify":1676533748503,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007121086","repostId":"2205016851","repostType":4,"isVote":1,"tweetType":1,"viewCount":3514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004526274,"gmtCreate":1642641408634,"gmtModify":1676533731065,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Yue","listText":"Yue","text":"Yue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004526274","repostId":"1169412220","repostType":4,"repost":{"id":"1169412220","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":1642634532,"share":"https://ttm.financial/m/news/1169412220?lang=en_US&edition=fundamental","pubTime":"2022-01-20 07:22","market":"us","language":"zh","title":"Last night and this morning: The Nasdaq fell into the callback range! Luckin wants to relist","url":"https://stock-news.laohu8.com/highlight/detail?id=1169412220","media":"老虎资讯综合","summary":"摘要：美股三大指数集体收跌，新能源汽车股普遍下挫；消息称瑞幸咖啡研究在美国重新上市的计划；原油续刷七年多来高位；迪士尼成立新部门践行本土化战略；联合大陆航空Q4营收81.92亿美元，净亏损6.46亿美","content":"<p><html><head></head><body><b>Abstract:</b>The three major U.S. stock indexes closed down collectively, and new energy vehicle stocks generally fell; The message said<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Study plans to relist in the United States; Crude oil continues to brush at a high level for more than seven years;<a href=\"https://laohu8.com/S/DIS\">Disney</a>The establishment of a new department to implement the localization strategy;<a href=\"https://laohu8.com/S/UAL\">United Continental Airlines</a>Q4 revenue of $8.192 billion, net loss of $646 million>>><b>International market</b></p><p><b>US Stocks Closed: The Three Major Indexes Collectively Closed Lower, Nasdaq Dropped Over 1%</b></p><p>The US stock market opened higher and went lower, continuing the recent decline. All three major stock indexes closed down, and the Nasdaq fell by more than 1%. At the close, it was 10.5% lower than the historical closing high set in November last year, entering the technical correction range. By the close, the Dow was down 0.96% at 35,028.65; The S&P 500 fell 0.97% to 4,532.76; The Nasdaq fell 1.15% to 14,340.30.</p><p>Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 2.1%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 1.65%,<a href=\"https://laohu8.com/S/FB\">Meta</a>up 0.45%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>down 0.65%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 0.22%, and Naifei rose 0.99%.</p><p>New energy vehicle stocks generally fell,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>down 3.38%,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>down 6.50%,<a href=\"https://laohu8.com/S/WKHS\">Workhorse</a>down 3.83%,<a href=\"https://laohu8.com/S/RIDE\">Lordstown</a>down 2.04%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 5.14%,<a href=\"https://laohu8.com/S/LCID\">Lucid</a>up 2.09%.</p><p><b>Popular Chinese concept stocks are mixed, and new energy automobile stocks collectively fall</b></p><p>Popular Chinese stocks closed mixed, and new energy vehicle stocks fell.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell 3.31%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 7.44%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>down 3.97%;<a href=\"https://laohu8.com/S/WIMI\">Micro-holography</a>Over 16%, the company is accelerating the layout of \"meta-universification\" of the industry;<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 4.58%,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>up 4.81%,<a href=\"https://laohu8.com/S/TCEHY\">Tencent ADR</a>up 2.86%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 2.37%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>up 1.69%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>up 1.01%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>up 0.83%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>up 0.24%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>down 0.67%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>down 1.50%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>down 0.71%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>down 1.02%.</p><p><b>U.S. oil closed 1.8% higher Brent oil rose 1.1%, both at the highest closing price in seven years</b></p><p>WTI crude oil rose $1.53, or 1.8%, to close at $86.96 per barrel, reaching an intraday high of $87.92; Brent crude rose 93 cents, or 1.1%, to close at $88.44 a barrel, after hitting a high of $89.17 during the session.</p><p><b>Gold futures closed 1.7% higher Wednesday, their highest close in two months</b></p><p>This is the first time that gold futures prices have recorded gains in four trading days. Gold futures for February delivery rose $30.80, or 1.7%, to close at $1,843.20 an ounce on the New York Mercantile Exchange on Wednesday. The price of gold futures fell consecutively in the previous three trading days.</p><p><b>The main indexes of European stocks were mixed, with France's CAC40 rising 0.55%</b></p><p>Germany's DAX30 index closed up 0.20% on Wednesday,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.40%, France's CAC40 index rose 0.55%, Europe's Stoxx 50 index rose 0.26%, Spain's IBEX35 index fell 0.06%, and Italy's FTSE MIB index fell 0.41%.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2204527050\" target=\"_blank\"><b>Biden shouts! It is now necessary for the Fed to properly calibrate support policy</b></a></p><p>On Wednesday, Biden called out the Fed to rein in price increases and expressed support for the Fed's independence (in setting monetary policy). At the same time, Biden also said that Capitol Hill should confirm Powell * as chairman of the Federal Reserve without delay. Regarding the COVID-19 epidemic, Biden said that the United States will not follow the old path of lockdown in the prevention and control of the COVID-19 epidemic.</p><p><a href=\"https://laohu8.com/NW/2204057903\" target=\"_blank\"><b>US Treasury Secretary Yellen believes Omicron won't derail US economic recovery</b></a><b></b></p><p>U.S. Treasury Secretary Janet Yellen said she does not expect the omicron variant of the coronavirus to derail the ongoing economic recovery. \"Yes, omicron presents a challenge that could affect some data in the coming months,\" Yellen said in a speech to a meeting of U.S. mayors on Wednesday. \"But I believe it won't derail one of the strongest periods of economic growth in a century.\"</p><p><a href=\"https://laohu8.com/NW/2204052420\" target=\"_blank\"><b>SEC: Crypto exchanges to face more SEC oversight</b></a><b></b></p><p>Cryptocurrency exchanges are bound to be the focus of the Securities and Exchange Commission's (SEC) rectification in the digital asset space in 2022. SEC Chairman Gensler expressed hope Wednesday that trading platforms will take steps in the coming months to become more directly regulated by financial regulators in Washington. He said that tighter regulation is crucial for cryptocurrency investors to get the same protection as investors in stocks or other assets. \"I have asked the staff to study all ways to bring these platforms into the scope of investor protection. If the trading platforms are not regulated, the public will experience another vulnerable year.\"</p><p><a href=\"https://laohu8.com/NW/2204500600\" target=\"_blank\"><b>Biden signs national security memorandum to boost U.S. national cybersecurity</b></a><b></b></p><p>U.S. President Joe Biden signed a national security memorandum on Jan. 19, local time, setting new cybersecurity requirements for the more sensitive national security systems of the Department of Defense, intelligence agencies and other federal agencies, The Hill reported.</p><p><b>The UK and US announced they would launch metal tariff talks as Johnson was mired in a deep crisis of public opinion</b></p><p>On Wednesday, the U.S. and the U.K. issued a joint statement saying the two countries would launch talks to resolve a trade dispute over U.S. tariffs on imported steel and aluminum. The sides did not disclose a specific date or timeline for the talks, but they will involve global steel and aluminum overcapacity, including U.S. tariffs on metals from the U.K. It is reported that the negotiations will also involve Britain's 25% retaliatory tariffs on American products, including whisky, motorcycles, jeans and tobacco.</p><p><b>Europe is shifting policy focus away from omicron despite record infections</b></p><p>Germany, France and Italy reported nearly 800,000 COVID cases on Tuesday. This shows that the pandemic restrictions that have dominated people's daily lives for the past two years have had little effect on slowing the spread of omicron. European governments are calling for new countermeasures at a time when the mutant strain is extremely contagious and existing prevention measures are riddled with holes and even futile. Some want to treat the virus as an endemic, not a global pandemic.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2204505240\" target=\"_blank\"><b>A jump of more than 16%! Luckin Coffee Wants to Return to Nasdaq</b></a><b></b></p><p>Two people familiar with the matter revealed that currently listed on the US stock powder list market<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Plans to relist on the Nasdaq are being studied, possibly as soon as the end of the year.<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>It closed up more than 16% at $11.5 in the pink sheet market.</p><p><a href=\"https://laohu8.com/NW/2204052585\" target=\"_blank\"><b>To replicate Netflix's success, Disney establishes new division to implement localization strategy</b></a><b></b></p><p>Entertainment giant Disney has announced that it has formed an international content group to expand its streaming services in different markets. The newly created division will be headed by Rebecca Campbell, Disney's streaming executive, who will report directly to Disney CEO Bob Chapek.</p><p><a href=\"https://laohu8.com/NW/1111428287\" target=\"_blank\"><b>United Continental Q4 revenue of $8.192 billion, net loss of $646 million</b></a><b></b></p><p>According to the financial report, the revenue in the fourth quarter was USD 8.192 billion, compared with the market expectation of USD 7.988 billion; Net loss of $646 million compared to the market expectation of a net loss of $624 million; The loss per share was $1.99, compared to the market expectation for a loss of $1.93.</p><p><a href=\"https://laohu8.com/NW/2204205271\" target=\"_blank\"><b>U.S. Ford recalls 200,000 vehicles over brake light issues</b></a><b></b></p><p>America<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The company announced a recall of about 200,000 vehicles due to brake light problems, including 2014 and 2015 Ford \"Fusion\" models, Lincoln MKZ midsize vehicles and some 2015 \"Mustang\" models.</p><p><a href=\"https://laohu8.com/NW/1140814192\" target=\"_blank\"><b>Source says 5G-equipped iPhone SE will be released in April or May</b></a><b></b></p><p>According to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company is ramping up production of the 5G iPhone SE, which could be released in April or May. The report quoted display industry consultant Ross Young as saying that panel production for the display for the iPhone SE 3 will begin this month, with actual production of the phone itself likely to begin in March.</p><p><a href=\"https://laohu8.com/NW/1199104852\" target=\"_blank\"><b>Morgan Stanley's 2021 Full Year Revenue and Profit Hit New All-Time Highs</b></a><b></b></p><p>On Wednesday morning, local time in the United States, the final appearance of the six major banks on Wall Street<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Announced its four-quarter report for fiscal 2021. According to the data, Morgan Stanley achieved revenue of $14.52 billion in Q4 2021, which was basically the same as the previous two quarters and slightly worse than the estimate of $14.6 billion; Net income was $3.696 billion, or $2.01 EPS, compared to the analyst consensus estimate of $1.91. The company's full-year revenue of $59.8 billion and profit of $15 billion also set new record highs.</p><p><a href=\"https://laohu8.com/NW/1107828465\" target=\"_blank\"><b>Procter & Gamble's FY22 Q2 Net Profit Increased 10% YoY, Raised Full-Year Guidance</b></a><b></b></p><p>Consumer goods giants in premarket Wednesday EST<a href=\"https://laohu8.com/S/PG\">P&G</a>It announced its Q4 results, and its revenue and profit both exceeded expectations, and consumers seemed unaffected by the price increase. According to the financial report, P&G's net sales in the fourth quarter were USD 21 billion, a year-on-year increase of 6%, and the market expected USD 20.35 billion; Net income for the fourth quarter was $4.223 billion, compared with expectations of $4.22 billion.</p><p><a href=\"https://laohu8.com/NW/2204057632\" target=\"_blank\"><b>Alcoa's fourth-quarter sales of $3.34 billion</b></a><b></b></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a>The company's fourth-quarter sales were $3.34 billion, compared with the market estimate of $3.36 billion; Adjusted EPS of $2.50 vs. Market Estimate of $1.86; Adjusted EPS of $2.50 vs. Analysts' Expectations of $1.86; Adjusted EBITDA was $896 million, compared to analysts' expectations of $895.5 million.</p><p><a href=\"https://laohu8.com/NW/2204068859\" target=\"_blank\"><b>Berkshire plans $3.9 billion in wind and solar projects</b></a><b></b></p><p>Warren Buffett's Berkshire plans to spend $3.9 billion to send more wind and solar power to Iowa. The project is expected to be one of the largest in the renewable energy industry.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: The Nasdaq fell into the callback range! Luckin wants to relist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: The Nasdaq fell into the callback range! Luckin wants to relist\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-20 07:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract:</b>The three major U.S. stock indexes closed down collectively, and new energy vehicle stocks generally fell; The message said<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Study plans to relist in the United States; Crude oil continues to brush at a high level for more than seven years;<a href=\"https://laohu8.com/S/DIS\">Disney</a>The establishment of a new department to implement the localization strategy;<a href=\"https://laohu8.com/S/UAL\">United Continental Airlines</a>Q4 revenue of $8.192 billion, net loss of $646 million>>><b>International market</b></p><p><b>US Stocks Closed: The Three Major Indexes Collectively Closed Lower, Nasdaq Dropped Over 1%</b></p><p>The US stock market opened higher and went lower, continuing the recent decline. All three major stock indexes closed down, and the Nasdaq fell by more than 1%. At the close, it was 10.5% lower than the historical closing high set in November last year, entering the technical correction range. By the close, the Dow was down 0.96% at 35,028.65; The S&P 500 fell 0.97% to 4,532.76; The Nasdaq fell 1.15% to 14,340.30.</p><p>Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 2.1%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 1.65%,<a href=\"https://laohu8.com/S/FB\">Meta</a>up 0.45%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>down 0.65%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 0.22%, and Naifei rose 0.99%.</p><p>New energy vehicle stocks generally fell,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>down 3.38%,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>down 6.50%,<a href=\"https://laohu8.com/S/WKHS\">Workhorse</a>down 3.83%,<a href=\"https://laohu8.com/S/RIDE\">Lordstown</a>down 2.04%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 5.14%,<a href=\"https://laohu8.com/S/LCID\">Lucid</a>up 2.09%.</p><p><b>Popular Chinese concept stocks are mixed, and new energy automobile stocks collectively fall</b></p><p>Popular Chinese stocks closed mixed, and new energy vehicle stocks fell.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell 3.31%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 7.44%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>down 3.97%;<a href=\"https://laohu8.com/S/WIMI\">Micro-holography</a>Over 16%, the company is accelerating the layout of \"meta-universification\" of the industry;<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 4.58%,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>up 4.81%,<a href=\"https://laohu8.com/S/TCEHY\">Tencent ADR</a>up 2.86%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 2.37%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>up 1.69%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>up 1.01%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>up 0.83%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>up 0.24%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>down 0.67%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>down 1.50%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>down 0.71%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>down 1.02%.</p><p><b>U.S. oil closed 1.8% higher Brent oil rose 1.1%, both at the highest closing price in seven years</b></p><p>WTI crude oil rose $1.53, or 1.8%, to close at $86.96 per barrel, reaching an intraday high of $87.92; Brent crude rose 93 cents, or 1.1%, to close at $88.44 a barrel, after hitting a high of $89.17 during the session.</p><p><b>Gold futures closed 1.7% higher Wednesday, their highest close in two months</b></p><p>This is the first time that gold futures prices have recorded gains in four trading days. Gold futures for February delivery rose $30.80, or 1.7%, to close at $1,843.20 an ounce on the New York Mercantile Exchange on Wednesday. The price of gold futures fell consecutively in the previous three trading days.</p><p><b>The main indexes of European stocks were mixed, with France's CAC40 rising 0.55%</b></p><p>Germany's DAX30 index closed up 0.20% on Wednesday,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.40%, France's CAC40 index rose 0.55%, Europe's Stoxx 50 index rose 0.26%, Spain's IBEX35 index fell 0.06%, and Italy's FTSE MIB index fell 0.41%.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2204527050\" target=\"_blank\"><b>Biden shouts! It is now necessary for the Fed to properly calibrate support policy</b></a></p><p>On Wednesday, Biden called out the Fed to rein in price increases and expressed support for the Fed's independence (in setting monetary policy). At the same time, Biden also said that Capitol Hill should confirm Powell * as chairman of the Federal Reserve without delay. Regarding the COVID-19 epidemic, Biden said that the United States will not follow the old path of lockdown in the prevention and control of the COVID-19 epidemic.</p><p><a href=\"https://laohu8.com/NW/2204057903\" target=\"_blank\"><b>US Treasury Secretary Yellen believes Omicron won't derail US economic recovery</b></a><b></b></p><p>U.S. Treasury Secretary Janet Yellen said she does not expect the omicron variant of the coronavirus to derail the ongoing economic recovery. \"Yes, omicron presents a challenge that could affect some data in the coming months,\" Yellen said in a speech to a meeting of U.S. mayors on Wednesday. \"But I believe it won't derail one of the strongest periods of economic growth in a century.\"</p><p><a href=\"https://laohu8.com/NW/2204052420\" target=\"_blank\"><b>SEC: Crypto exchanges to face more SEC oversight</b></a><b></b></p><p>Cryptocurrency exchanges are bound to be the focus of the Securities and Exchange Commission's (SEC) rectification in the digital asset space in 2022. SEC Chairman Gensler expressed hope Wednesday that trading platforms will take steps in the coming months to become more directly regulated by financial regulators in Washington. He said that tighter regulation is crucial for cryptocurrency investors to get the same protection as investors in stocks or other assets. \"I have asked the staff to study all ways to bring these platforms into the scope of investor protection. If the trading platforms are not regulated, the public will experience another vulnerable year.\"</p><p><a href=\"https://laohu8.com/NW/2204500600\" target=\"_blank\"><b>Biden signs national security memorandum to boost U.S. national cybersecurity</b></a><b></b></p><p>U.S. President Joe Biden signed a national security memorandum on Jan. 19, local time, setting new cybersecurity requirements for the more sensitive national security systems of the Department of Defense, intelligence agencies and other federal agencies, The Hill reported.</p><p><b>The UK and US announced they would launch metal tariff talks as Johnson was mired in a deep crisis of public opinion</b></p><p>On Wednesday, the U.S. and the U.K. issued a joint statement saying the two countries would launch talks to resolve a trade dispute over U.S. tariffs on imported steel and aluminum. The sides did not disclose a specific date or timeline for the talks, but they will involve global steel and aluminum overcapacity, including U.S. tariffs on metals from the U.K. It is reported that the negotiations will also involve Britain's 25% retaliatory tariffs on American products, including whisky, motorcycles, jeans and tobacco.</p><p><b>Europe is shifting policy focus away from omicron despite record infections</b></p><p>Germany, France and Italy reported nearly 800,000 COVID cases on Tuesday. This shows that the pandemic restrictions that have dominated people's daily lives for the past two years have had little effect on slowing the spread of omicron. European governments are calling for new countermeasures at a time when the mutant strain is extremely contagious and existing prevention measures are riddled with holes and even futile. Some want to treat the virus as an endemic, not a global pandemic.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2204505240\" target=\"_blank\"><b>A jump of more than 16%! Luckin Coffee Wants to Return to Nasdaq</b></a><b></b></p><p>Two people familiar with the matter revealed that currently listed on the US stock powder list market<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Plans to relist on the Nasdaq are being studied, possibly as soon as the end of the year.<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>It closed up more than 16% at $11.5 in the pink sheet market.</p><p><a href=\"https://laohu8.com/NW/2204052585\" target=\"_blank\"><b>To replicate Netflix's success, Disney establishes new division to implement localization strategy</b></a><b></b></p><p>Entertainment giant Disney has announced that it has formed an international content group to expand its streaming services in different markets. The newly created division will be headed by Rebecca Campbell, Disney's streaming executive, who will report directly to Disney CEO Bob Chapek.</p><p><a href=\"https://laohu8.com/NW/1111428287\" target=\"_blank\"><b>United Continental Q4 revenue of $8.192 billion, net loss of $646 million</b></a><b></b></p><p>According to the financial report, the revenue in the fourth quarter was USD 8.192 billion, compared with the market expectation of USD 7.988 billion; Net loss of $646 million compared to the market expectation of a net loss of $624 million; The loss per share was $1.99, compared to the market expectation for a loss of $1.93.</p><p><a href=\"https://laohu8.com/NW/2204205271\" target=\"_blank\"><b>U.S. Ford recalls 200,000 vehicles over brake light issues</b></a><b></b></p><p>America<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The company announced a recall of about 200,000 vehicles due to brake light problems, including 2014 and 2015 Ford \"Fusion\" models, Lincoln MKZ midsize vehicles and some 2015 \"Mustang\" models.</p><p><a href=\"https://laohu8.com/NW/1140814192\" target=\"_blank\"><b>Source says 5G-equipped iPhone SE will be released in April or May</b></a><b></b></p><p>According to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company is ramping up production of the 5G iPhone SE, which could be released in April or May. The report quoted display industry consultant Ross Young as saying that panel production for the display for the iPhone SE 3 will begin this month, with actual production of the phone itself likely to begin in March.</p><p><a href=\"https://laohu8.com/NW/1199104852\" target=\"_blank\"><b>Morgan Stanley's 2021 Full Year Revenue and Profit Hit New All-Time Highs</b></a><b></b></p><p>On Wednesday morning, local time in the United States, the final appearance of the six major banks on Wall Street<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Announced its four-quarter report for fiscal 2021. According to the data, Morgan Stanley achieved revenue of $14.52 billion in Q4 2021, which was basically the same as the previous two quarters and slightly worse than the estimate of $14.6 billion; Net income was $3.696 billion, or $2.01 EPS, compared to the analyst consensus estimate of $1.91. The company's full-year revenue of $59.8 billion and profit of $15 billion also set new record highs.</p><p><a href=\"https://laohu8.com/NW/1107828465\" target=\"_blank\"><b>Procter & Gamble's FY22 Q2 Net Profit Increased 10% YoY, Raised Full-Year Guidance</b></a><b></b></p><p>Consumer goods giants in premarket Wednesday EST<a href=\"https://laohu8.com/S/PG\">P&G</a>It announced its Q4 results, and its revenue and profit both exceeded expectations, and consumers seemed unaffected by the price increase. According to the financial report, P&G's net sales in the fourth quarter were USD 21 billion, a year-on-year increase of 6%, and the market expected USD 20.35 billion; Net income for the fourth quarter was $4.223 billion, compared with expectations of $4.22 billion.</p><p><a href=\"https://laohu8.com/NW/2204057632\" target=\"_blank\"><b>Alcoa's fourth-quarter sales of $3.34 billion</b></a><b></b></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a>The company's fourth-quarter sales were $3.34 billion, compared with the market estimate of $3.36 billion; Adjusted EPS of $2.50 vs. Market Estimate of $1.86; Adjusted EPS of $2.50 vs. Analysts' Expectations of $1.86; Adjusted EBITDA was $896 million, compared to analysts' expectations of $895.5 million.</p><p><a href=\"https://laohu8.com/NW/2204068859\" target=\"_blank\"><b>Berkshire plans $3.9 billion in wind and solar projects</b></a><b></b></p><p>Warren Buffett's Berkshire plans to spend $3.9 billion to send more wind and solar power to Iowa. The project is expected to be one of the largest in the renewable energy industry.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index","LKNCY":"瑞幸咖啡",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169412220","content_text":"摘要：美股三大指数集体收跌，新能源汽车股普遍下挫；消息称瑞幸咖啡研究在美国重新上市的计划；原油续刷七年多来高位；迪士尼成立新部门践行本土化战略；联合大陆航空Q4营收81.92亿美元，净亏损6.46亿美元>>>国际市场美股收盘：三大指数集体收跌，纳指跌超1%美股市场高开低走，延续了近期的跌势，三大股指悉数收跌，纳指跌超1%，收盘时较去年11月创下的历史收盘高点低10.5%，进入技术性回调区间。截至收盘，道琼斯指数跌0.96%，报35,028.65点；标普500指数跌0.97%，报4,532.76点；纳斯达克指数跌1.15%，报14,340.30点。大型科技股涨跌互现，苹果跌2.1%，亚马逊跌1.65%，Meta涨0.45%，谷歌跌0.65%，微软涨0.22%，奈飞涨0.99%。新能源汽车股普遍下挫，特斯拉跌3.38%，Nikola跌6.50%，Workhorse跌3.83%，Lordstown跌2.04%，Rivian跌5.14%，Lucid涨2.09%。热门中概股涨跌不一，新能源汽车股集体下挫热门中概股收盘涨跌互现，新能源汽车股纷纷下挫，蔚来汽车跌3.31%，小鹏汽车跌7.44%，理想汽车跌3.97%；微美全息涨超16%，该公司正加快产业“元宇宙化”布局；拼多多涨4.58%，滴滴涨4.81%，腾讯ADR涨2.86%，新东方涨2.37%，网易涨1.69%，百度涨1.01%，爱奇艺涨0.83%，微博涨0.24%，阿里巴巴跌0.67%，京东跌1.50%，哔哩哔哩跌0.71%，腾讯音乐跌1.02%。美油收高1.8%布油涨1.1%，均创7年来最高收盘价WTI原油上涨1.53美元，涨幅为1.8%，收于每桶86.96美元，盘中最高达到87.92美元；布伦特原油上涨93美分，涨幅为1.1%，收于每桶88.44美元，盘中一度触及89.17美元的高位。黄金期货周三收高1.7%，创两个月来最高收盘价这是黄金期货价格四个交易日来首次录得涨幅。周三纽约商品交易所2月交割的黄金期货价格上涨30.80美元，或1.7%，收于每盎司1843.20美元。此前三个交易日黄金期货价格连续下跌。欧股主要指数涨跌不一，法国CAC40涨0.55%德国DAX30指数周三收涨0.20%，英国富时100指数涨0.40%，法国CAC40指数涨0.55%，欧洲斯托克50指数涨0.26%，西班牙IBEX35指数跌0.06%，意大利富时MIB指数跌幅0.41%。国际宏观拜登喊话！美联储现在有必要适当地校准支持政策周三，拜登喊话美联储控制物价上涨，并表示支持美联储（在制定货币政策方面）的独立性。同时，拜登还表示国会山应当丝毫不拖延地确认鲍威尔连任美联储主席。对于新冠疫情，拜登说美国不会在新冠肺炎疫情防控方面走封锁的老路。美国财长耶伦相信Omicron不会导致美国经济复苏脱轨美国财政部长珍妮特·耶伦表示，她预计冠状病毒omicron变异株不会破坏持续的经济复苏。“是的，omicron带来了一个挑战，未来几个月可能会影响一些数据，”耶伦周三在美国市长会议上发表讲话称。“但我相信，它不会让一个世纪以来最强劲的经济增长时期之一脱轨。”美国证交会：加密货币交易所将面临美国证券交易委员会更多监督加密货币交易所势将成为美国证交会（SEC）2022年在数字资产领域的整顿重点。美国证交会主席根斯勒周三表示，希望交易平台将在未来几个月采取措施，以受华盛顿金融监管机构更直接的监管。他表示，加强监管对加密货币投资者获得与股票或其它资产投资者同样的保护至关重要。“我已经要求工作人员研究所有方法，将这些平台纳入投资者保护范围，如果交易平台不受监管，公众将再度经受易受冲击的一年。”拜登签署国家安全备忘录，以提高美国国家网络安全据《国会山报》报道，美国总统拜登当地时间1月19日签署了一份国家安全备忘录，为国防部、情报机构和其他联邦机构较为敏感的国家安全系统设定了新的网络安全要求。约翰逊深陷舆论危机之际，英美两国宣布将启动金属关税谈判周三，美国和英国发布联合声明称，两国将启动谈判以解决因美国对进口钢铁和铝征收关税而引发的贸易争端。双方并未透露谈判的具体日期或时间表，但谈判将涉及全球钢铁和铝产能过剩，包括美国对来自英国的金属征收关税。据悉，谈判还将涉及英国对美国产品征收的25%报复性关税，具体包括威士忌、摩托车、牛仔裤和烟草等。尽管感染人数创新高，欧洲正将政策重心移开omicron德国、法国和意大利周二公布的新冠病例数接近80万。这表明，过去两年来支配着人们日常生活的防疫限制措施对减缓omicron传播几无效果。在这种变异毒株传染性极强，而现有防疫措施千疮百孔甚至是徒劳无用的情况下，欧洲政府正呼吁采取新对策。有人希望把这种病毒当成一种地方性流行病，而不是全球大流行病来对待。公司新闻大涨逾16%！瑞幸咖啡要重回纳斯达克两位知情人士透露，目前在美股粉单市场上市的瑞幸咖啡正在研究在纳斯达克重新上市的计划，最快可能将在今年年底进行。瑞幸咖啡在粉单市场收涨超16%，报11.5美元。欲复制奈飞的成功，迪士尼成立新部门践行本土化战略娱乐巨头迪士尼宣布，它已经成立了一个国际内容集团，以扩大其在不同市场的流媒体服务。这一新成立的部门将由迪士尼流媒体业务高管Rebecca Campbell负责，她将直接向迪士尼首席执行官Bob Chapek汇报工作。联合大陆航空Q4营收81.92亿美元，净亏损6.46亿美元财报显示，第四季度营收81.92亿美元，市场预期79.88亿美元；净亏损6.46亿美元，市场预期净亏损6.24亿美元；每股亏损1.99美元，市场预期亏损1.93美元。美国福特公司因刹车灯问题召回20万辆汽车美国福特汽车公司宣布因刹车灯问题召回约20万辆汽车，召回的车型包括2014款和2015款福特“蒙迪欧”（Fusion），林肯MKZ中型车和部分2015款“野马”（Mustang）。消息称配备5G功能的iPhone SE将于4月或5月发布据报道，苹果公司正在加紧生产5G iPhone SE，该产品可能会在4月或5月发布。报道援引显示屏行业顾问Ross Young的消息称，用于 iPhone SE 3的显示屏的面板生产将于本月开始，手机本身的实际生产可能会在3月开始。摩根士丹利2021年全年营收和利润刷新历史新高美国当地时间周三早晨，华尔街六大行中压轴出场的摩根士丹利公布了2021财年四季报。数据显示，摩根士丹利2021年Q4实现营收145.2亿美元，与前两个季度基本持平，略逊于146亿美元的预期；净利润36.96亿美元，折合EPS 2.01美元，分析师一致预期1.91美元。公司的全年营收598亿美元和利润150亿美元也刷新历史新高。宝洁2022财年Q2净利同比增10%，上调全年业绩指引美东时间周三盘前，消费品巨头宝洁公布了Q4业绩，其营收与利润均超出了预期，消费者似乎未受价格上涨的影响。财报显示，宝洁四季度销售净额210亿美元，同比增长6%，市场预期203.5亿美元；四季度净利润42.23亿美元，预期为42.2亿美元。美国铝业公司第四季度销售额33.4亿美元美国铝业公司第四季度销售额33.4亿美元，市场预估33.6亿美元；调整后每股收益2.50美元，市场预估1.86美元；调整后EPS为2.50美元，分析师预期1.86美元；调整后EBITDA为8.96亿美元，分析师预期8.955亿美元。伯克希尔计划投资39亿美元建设风能和太阳能项目沃伦·巴菲特的伯克希尔公司计划斥资39亿美元，为爱荷华州输送更多风电和太阳能发电。该项目有望成为可再生能源行业规模最大的项目之一。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"LKNCY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005203903,"gmtCreate":1642300398010,"gmtModify":1676533699357,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005203903","repostId":"1126777532","repostType":4,"isVote":1,"tweetType":1,"viewCount":4355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002035410,"gmtCreate":1641861192511,"gmtModify":1676533655692,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Yue","listText":"Yue","text":"Yue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002035410","repostId":"2202739522","repostType":4,"repost":{"id":"2202739522","kind":"highlight","pubTimestamp":1641823366,"share":"https://ttm.financial/m/news/2202739522?lang=en_US&edition=fundamental","pubTime":"2022-01-10 22:02","market":"us","language":"zh","title":"U.S. stock earnings season kicks off with a focus on these three things","url":"https://stock-news.laohu8.com/highlight/detail?id=2202739522","media":"华尔街见闻","summary":"今年的开年对美股来说无疑是糟糕的一年，截至上周五，标准普尔指数下跌了1.9%，纳斯达克指数下跌了3.5%，这是自2000年互联网泡沫破灭以来，开年第一周的最大跌幅。当然，暴跌的罪魁祸首是美联储，上周三","content":"<p><html><head></head><body>The start of the year has undoubtedly been a bad year for U.S. stocks, with the S&P down 1.9% and the Nasdaq down 3.5% as of Friday, the biggest drop in the first week of the year since the dot-com bubble burst in 2000.</p><p><img src=\"https://static.tigerbbs.com/a0d7f4e57f1692b89ef7ed0530a0875f\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The culprit for the plunge, of course, is the Federal Reserve, whose correction moves last Wednesday coincided with the release of the hawkish December meeting minutes, which suggested that the Fed would not only accelerate the pace of rate hike, but also the shrinking balance sheet.</p><p>Friday's nonfarm payrolls report showed that 199,000 new jobs were dismal compared to the 400,000 forecast, but that did not dispel hawkish expectations because the unemployment rate, a statistic considered completely meaningless a few years ago, fell 0.3% to 3.9% from 4.2% in November. Some investment banks expect the Fed to rate hike three or four times this year and will announce quantitative tightening earlier in the second half of the year.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>David Kostin, head of research, pointed out that the Fed's statement drove yields rapidly higher, surging to 1.80% last Friday, up 24 basis points in just five days; The sharp rise in interest rates poses a clear risk to the valuation premium of the longest-duration stocks (high growth but low profit margins), which, unsurprisingly, have undergone drastic corrections over the past few days, as well as over the past few months.</p><p><img src=\"https://static.tigerbbs.com/8d4818e922957081b66eaf87787079d4\" tg-width=\"500\" tg-height=\"331\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although the feeling may not be obvious,<b>But the market-to-revenue ratio (price-to-sales ratio) of these stocks has compressed from a peak of 15 times in February to 12 times in early November, to seven times now.</b></p><p><img src=\"https://static.tigerbbs.com/63d7c8efaa536421af5d61a6ce86461c\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><h2>What is the market expectation for U.S. stocks to usher in earnings season?</h2>With all of these factors in mind, investors are awaiting the fourth quarter 2021 earnings season that begins this week,<b><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BLK),<a href=\"https://laohu8.com/S/C\">Citigroup</a>(C),<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>And<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Fourth quarter 2021 earnings will be released on Friday, January 14th.</b></p><p>According to Kostin's calculations,<b>Between Jan. 10 and Feb. 11, companies that account for 79% of the S&P 500's market capitalization will report year-end results.</b></p><p><img src=\"https://static.tigerbbs.com/cd6f78d092c6db2597bb932e81cba920\" tg-width=\"500\" tg-height=\"119\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The consensus estimate is that S&P 500 EPS will rise 20% year-over-year in the fourth quarter of 2021, followed by 48% in the first quarter, 88% in the second quarter and 39% in the third quarter in the first three quarters of 2021. If consensus expectations for the fourth quarter are met, it would represent a step towards normalization of trending growth.</p><p>In all industries,<b>Energy stocks are expected to shift from negative to positive earnings.</b>EPS estimates for Materials (+57%), Industrial (+47%), and Healthcare (+16%) compared to Q4 2020<b>Will achieve the highest growth, while EPS for Financials (0%) and Consumer Staples (+3%) is barely expected to grow.</b></p><p><img src=\"https://static.tigerbbs.com/9f6c5834450082774e462aa9eabe2b67\" tg-width=\"500\" tg-height=\"353\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Despite surging inflation, net margins are expected to rise nearly 100 basis points year over year to 11.5%, suggesting that all, and some, of the increase in input prices has been passed on to consumers. On a four-quarter rolling basis, the margin would be 12.1%. Notably, the actual results for the third quarter were 70 basis points above analysts' forecasts at the start of the earnings season. The biggest margin gains are expected in the energy and materials sector.</p><p><h2>Focus on three things: Omicron, job market, Biden's Build Back Better bill</h2>Goldman Sachs believes that investors will focus on three aspects during the fourth quarter earnings season and 2022:</p><p><b>1. Threats to economic growth, especially from COVID-19</b></p><p>The Omicron variant poses new risks to economic activity because it is more transmissible or will drag down reopening. Goldman Sachs economists recently lowered their U.S. economic growth forecast to 3.5% from 4.2%, partly due to the impact of Omicron. Every 1 percentage point change in GDP growth can translate into roughly $7 in S&P 500 EPS.</p><p><b>2. Expanding profit margins will be an uphill battle for businesses in 2022, in part because the job market continues to be tight</b></p><p>During the recent third-quarter earnings call, corporate management lamented the historic shortage of workers, particularly for low-paying jobs in the service sector. Goldman Sachs economists expect the pace of wage increases to eventually slow to around 4%, but that could take several quarters to materialize.</p><p>Last Friday's employment report showed that average hourly wages rose 4.7% year-over-year. Companies with high labor costs or vulnerability to wage inflation face the most difficulty in maintaining profits. Companies with high and stable gross margins have outpaced those with low and volatile gross margins by 12 percentage points (+4% vs. -9%) since the start of Q4, but trading has reversed slightly in recent weeks. The chart below shows a list of stocks with high and stable gross margins.</p><p><img src=\"https://static.tigerbbs.com/bf6493061fa899d224a126c8d5940346\" tg-width=\"500\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Additionally, one headwind facing margin expansion that may soon improve is the supply chain bottlenecks that plagued businesses in 2021. During the period, the management of the enterprise adopted a combination of price increases and cost control measures to offset the impact of soaring raw material and transportation prices. Looking ahead to 2022, Goldman Sachs noted that market measures of supply chain strain appear to be slowly easing, and that shipping costs have begun to fall in recent weeks.</p><p><b>3. The restart and final passage of Biden's Build Back Better bill will have mixed effects on U.S. stocks</b></p><p>In late December, Sen. Joe Manchin vetoed the draft legislation. Goldman Sachs estimates that if the bill passes this year, the corresponding tax reform will reduce the S&P 500's EPS by 2-3% relative to current tax policy, but the bill won't take effect until 2023 at the earliest. However, by then, the Democrats will no longer have an outright majority in Congress, so everything will change.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock earnings season kicks off with a focus on these three things</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock earnings season kicks off with a focus on these three things\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-01-10 22:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The start of the year has undoubtedly been a bad year for U.S. stocks, with the S&P down 1.9% and the Nasdaq down 3.5% as of Friday, the biggest drop in the first week of the year since the dot-com bubble burst in 2000.</p><p><img src=\"https://static.tigerbbs.com/a0d7f4e57f1692b89ef7ed0530a0875f\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The culprit for the plunge, of course, is the Federal Reserve, whose correction moves last Wednesday coincided with the release of the hawkish December meeting minutes, which suggested that the Fed would not only accelerate the pace of rate hike, but also the shrinking balance sheet.</p><p>Friday's nonfarm payrolls report showed that 199,000 new jobs were dismal compared to the 400,000 forecast, but that did not dispel hawkish expectations because the unemployment rate, a statistic considered completely meaningless a few years ago, fell 0.3% to 3.9% from 4.2% in November. Some investment banks expect the Fed to rate hike three or four times this year and will announce quantitative tightening earlier in the second half of the year.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>David Kostin, head of research, pointed out that the Fed's statement drove yields rapidly higher, surging to 1.80% last Friday, up 24 basis points in just five days; The sharp rise in interest rates poses a clear risk to the valuation premium of the longest-duration stocks (high growth but low profit margins), which, unsurprisingly, have undergone drastic corrections over the past few days, as well as over the past few months.</p><p><img src=\"https://static.tigerbbs.com/8d4818e922957081b66eaf87787079d4\" tg-width=\"500\" tg-height=\"331\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although the feeling may not be obvious,<b>But the market-to-revenue ratio (price-to-sales ratio) of these stocks has compressed from a peak of 15 times in February to 12 times in early November, to seven times now.</b></p><p><img src=\"https://static.tigerbbs.com/63d7c8efaa536421af5d61a6ce86461c\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><h2>What is the market expectation for U.S. stocks to usher in earnings season?</h2>With all of these factors in mind, investors are awaiting the fourth quarter 2021 earnings season that begins this week,<b><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BLK),<a href=\"https://laohu8.com/S/C\">Citigroup</a>(C),<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>And<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Fourth quarter 2021 earnings will be released on Friday, January 14th.</b></p><p>According to Kostin's calculations,<b>Between Jan. 10 and Feb. 11, companies that account for 79% of the S&P 500's market capitalization will report year-end results.</b></p><p><img src=\"https://static.tigerbbs.com/cd6f78d092c6db2597bb932e81cba920\" tg-width=\"500\" tg-height=\"119\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The consensus estimate is that S&P 500 EPS will rise 20% year-over-year in the fourth quarter of 2021, followed by 48% in the first quarter, 88% in the second quarter and 39% in the third quarter in the first three quarters of 2021. If consensus expectations for the fourth quarter are met, it would represent a step towards normalization of trending growth.</p><p>In all industries,<b>Energy stocks are expected to shift from negative to positive earnings.</b>EPS estimates for Materials (+57%), Industrial (+47%), and Healthcare (+16%) compared to Q4 2020<b>Will achieve the highest growth, while EPS for Financials (0%) and Consumer Staples (+3%) is barely expected to grow.</b></p><p><img src=\"https://static.tigerbbs.com/9f6c5834450082774e462aa9eabe2b67\" tg-width=\"500\" tg-height=\"353\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Despite surging inflation, net margins are expected to rise nearly 100 basis points year over year to 11.5%, suggesting that all, and some, of the increase in input prices has been passed on to consumers. On a four-quarter rolling basis, the margin would be 12.1%. Notably, the actual results for the third quarter were 70 basis points above analysts' forecasts at the start of the earnings season. The biggest margin gains are expected in the energy and materials sector.</p><p><h2>Focus on three things: Omicron, job market, Biden's Build Back Better bill</h2>Goldman Sachs believes that investors will focus on three aspects during the fourth quarter earnings season and 2022:</p><p><b>1. Threats to economic growth, especially from COVID-19</b></p><p>The Omicron variant poses new risks to economic activity because it is more transmissible or will drag down reopening. Goldman Sachs economists recently lowered their U.S. economic growth forecast to 3.5% from 4.2%, partly due to the impact of Omicron. Every 1 percentage point change in GDP growth can translate into roughly $7 in S&P 500 EPS.</p><p><b>2. Expanding profit margins will be an uphill battle for businesses in 2022, in part because the job market continues to be tight</b></p><p>During the recent third-quarter earnings call, corporate management lamented the historic shortage of workers, particularly for low-paying jobs in the service sector. Goldman Sachs economists expect the pace of wage increases to eventually slow to around 4%, but that could take several quarters to materialize.</p><p>Last Friday's employment report showed that average hourly wages rose 4.7% year-over-year. Companies with high labor costs or vulnerability to wage inflation face the most difficulty in maintaining profits. Companies with high and stable gross margins have outpaced those with low and volatile gross margins by 12 percentage points (+4% vs. -9%) since the start of Q4, but trading has reversed slightly in recent weeks. The chart below shows a list of stocks with high and stable gross margins.</p><p><img src=\"https://static.tigerbbs.com/bf6493061fa899d224a126c8d5940346\" tg-width=\"500\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Additionally, one headwind facing margin expansion that may soon improve is the supply chain bottlenecks that plagued businesses in 2021. During the period, the management of the enterprise adopted a combination of price increases and cost control measures to offset the impact of soaring raw material and transportation prices. Looking ahead to 2022, Goldman Sachs noted that market measures of supply chain strain appear to be slowly easing, and that shipping costs have begun to fall in recent weeks.</p><p><b>3. The restart and final passage of Biden's Build Back Better bill will have mixed effects on U.S. stocks</b></p><p>In late December, Sen. Joe Manchin vetoed the draft legislation. Goldman Sachs estimates that if the bill passes this year, the corresponding tax reform will reduce the S&P 500's EPS by 2-3% relative to current tax policy, but the bill won't take effect until 2023 at the earliest. However, by then, the Democrats will no longer have an outright majority in Congress, so everything will change.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3649328\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"BLK":"贝莱德","BK4504":"桥水持仓","BK4207":"综合性银行","BK4135":"资产管理与托管银行","GS":"高盛","BK4566":"资本集团","C":"花旗","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4535":"淡马锡持仓","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业"},"source_url":"https://wallstreetcn.com/articles/3649328","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202739522","content_text":"今年的开年对美股来说无疑是糟糕的一年，截至上周五，标准普尔指数下跌了1.9%，纳斯达克指数下跌了3.5%，这是自2000年互联网泡沫破灭以来，开年第一周的最大跌幅。当然，暴跌的罪魁祸首是美联储，上周三的调整走势与鹰派的12月会议纪要的发布相吻合，该纪要暗示，美联储不仅将加快加息步伐，而且还将加快缩表。上周五的非农就业报告显示，19.9万的新增就业人数相对40万的预期而言较为惨淡，但这并没有打消鹰派的预期，因为几年前还被视为完全无意义的统计数字——失业率，从11月的4.2%下降到了3.9%，下降了0.3%。一些投行预计今年美联储将加息三到四次，并且将在下半年早些时候宣布量化紧缩。高盛的研究主管David Kostin指出，美联储声明推动收益率迅速走高，上周五飙升至1.80%，仅5天就上涨了24个基点；利率的急剧上升对最长久期股票（高增长但低利润率）的估值溢价构成了明显的风险，不出所料，这些股票在过去的几天以及过去的几个月里，都发生了剧烈的调整。虽然感觉可能不明显，但这些股票的市值营收比（市销率）已从2月的峰值15倍压缩到11月初的12倍，再到目前的7倍。美股迎来财报季 市场预期如何？考虑到所有这些因素，投资者正等待本周开始的2021年第四季度财报季，贝莱德（BLK）、花旗（C）、摩根大通和富国银行将于1月14日（周五）发布2021年第四季度财报。根据Kostin的计算，在1月10日至2月11日期间，占标准普尔500指数市值79%的公司将公布年终业绩。市场普遍预计2021年第四季度标准普尔500指数每股收益将同比增长20%，2021年前三季度依次为一季度48%、二季度88%和三季度39%。如果对第四季度的共识预期得以实现，这将代表着朝着趋势增长的正常化方向迈出了一步。在所有行业中，能源股预计将从负收益转为正收益。与2020年第四季度相比，材料(+57%)、工业(+47%)和医疗保健(+16%)的每股收益预计将实现最高增长，而金融(0%)和消费必需品(+3%)的每股收益预计几乎不会增长。尽管通胀飙升，但预计净利润率将同比增长近100个基点，至11.5%，这表明所有以及部分投入价格的上涨都已转嫁给了消费者。按四个季度滚动计算，利润率将达到12.1%。值得注意的是，第三季度的实际业绩比财报季开始时分析师的预测高出70个基点。预计能源和材料行业的利润率增幅最大。重点关注三件事：奥密克戎、就业市场、拜登“重建更好”法案高盛认为，投资者将在第四季度财报季和2022年重点关注三个方面事项：1、经济增长面临的威胁，特别是来自新冠变异病毒的威胁奥密克戎变异株给经济活动带来了新的风险，因为它具有更高的传播性，或将拖累重新开放。高盛经济学家最近将美国经济增长预测从4.2%下调至3.5%，部分原因是奥密克戎的影响。GDP增长中每1个百分点的变化可以转化为大约 7 美元的标准普尔500指数每股收益。2、2022年，扩大利润率对企业来说将是一场艰苦的战斗，部分原因是就业市场持续吃紧在最近的第三季度财报电话会议中，企业管理层对历史性的工人短缺感到遗憾，尤其是服务业的低薪岗位。高盛经济学家预计，工资上涨的步伐最终将放缓至4%左右，但这可能需要几个季度才能实现。上周五的就业报告显示，平均时薪同比增长4.7%。劳动力成本高或容易受到工资通胀影响的公司，在保持利润方面面临的困难最大。自四季度初以来，毛利率高且稳定的公司比毛利率低且波动的公司高出12个百分点（+4%对-9%），但最近几周交易略有逆转。下图显示了毛利率高且稳定的股票列表。此外，利润率扩张面临的一个不利因素可能很快会得到改善，那就是2021年困扰企业的供应链瓶颈问题。期间，企业管理层采取了价格上涨和成本控制相结合的措施，以抵消原材料和运输价格飙升的影响。展望2022年，高盛指出，衡量供应链紧张程度的市场指标似乎正在缓慢放松，运输成本近几周已开始下降。3、拜登的“重建更好”法案的重启和最终通过，将对美股产生好坏参半的影响去年12月底，参议员乔·曼钦(Joe Manchin)否决了该立法草案。高盛估计，如果该法案在今年通过，相应的税收改革将使标准普尔500指数的每股收益相对于当前的税收政策，降低减少2-3%，但该法案最早要到2023年才会生效。然而，到那时，民主党将不再在国会中拥有绝对多数，所以一切都将发生变化。","news_type":1,"symbols_score_info":{"BLK":1,"C":1,"GS":0.6}},"isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006600288,"gmtCreate":1641697484125,"gmtModify":1676533640943,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006600288","repostId":"1147279991","repostType":4,"repost":{"id":"1147279991","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641563858,"share":"https://ttm.financial/m/news/1147279991?lang=en_US&edition=fundamental","pubTime":"2022-01-07 21:57","market":"us","language":"zh","title":"Tiger Pre-Market Watch: Non-farm data can't stop the Federal Reserve from raising interest rates in March","url":"https://stock-news.laohu8.com/highlight/detail?id=1147279991","media":"老虎锐评","summary":"盘前观察美股盘前小跌，全球新冠确诊数超过3亿（美国贡献近20%，接近6,000万）。12月非农就业：新增就业不及预期，但失业率好于预期其实现在关注非农就业数据，多多少少有点鸡肋。对于市场参与者，关注宏","content":"<p><html><head></head><body><b>Pre-market observation</b></p><p>U.S. stocks fell slightly before the market, with more than 300 million confirmed COVID-19 cases worldwide (the U.S. contributed nearly 20% to nearly 60 million).</p><p><b>December Nonfarm Payrolls: New Jobs Less Than Expected, But Unemployment Rate Better Than Expected</b></p><p>In fact, paying attention to non-farm employment data now is more or less a little chicken rib. For market participants, the logic of focusing on macro data is (1) focusing on the macro economy-> (2) inferring Fed monetary policy-> (3) judging market movements. In fact, this logical chain has always been ineffective. (1) The macroeconomic quality is the basis of the Federal Reserve's monetary policy, but the relationship between the two changes; (2) The relationship between the Fed's monetary policy and market trend is even more vague. The market can rise in the rate hike cycle, and the market can also fall during the zero interest rate period. That's why there are fewer and fewer hedge funds on Wall Street that take \"macro strategy\" as their investment strategy, while the only remaining \"macro strategy\" hedge funds have embarrassing returns.</p><p>The original (2) -> (3) relationship was very vague, but now the (1) -> (2) relationship is even more lacking. Regardless of the non-farm payroll data, the pace of the Fed's rate hike tightening liquidity will never change. That's why I say that paying attention to non-farm payroll data now is a little chicken for market participants.</p><p>December non-farm payrolls data, new jobs +199,000 (expected +450,000), unemployment +3.9% (expected +4.1%).</p><p>Like the last analysis of non-farm payroll data, in fact, the real highlights are the other two. First, how is Leisure and Hospitality, the slowest-growing occupation among the unemployed, recovering? The second point is whether the continuously sluggish labor participation rate has increased.</p><p>\"Leisure and Hospitality\" was still growing in December, but at the same pace as in November, it slowed down. The December data contains the impact of the pandemic. Generally speaking, after nearly two years of COVID-19 torment, some restaurant/hotel/entertainment industries in the United States have chosen to close their doors permanently, which is almost irreversible. To take an example known to Chinese New Yorkers, Jinfeng Restaurant (with 800 seats), a morning tea shop that has existed in Chinatown for 28 years, chose to close its doors permanently in this round of COVID-19.</p><p>The labor participation rate remained the same as last month, at 61.9%. The delay in the recovery of labor participation rate indicates that labor costs are still expensive, which means that the CPI in December will not fall soon. However, I still insist that the CPI in the first quarter of this year will drop rapidly, just like the epidemic data.</p><p>In summary, although the unemployment rate was better than expected, nothing else was satisfactory. However, whether the data is good or not, it can't stop the Fed from raising interest rates in March.</p><p><img src=\"https://static.tigerbbs.com/3202d6698fcff5cf78ea08a7ff55f2da\" tg-width=\"936\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><b>Company News</b></p><p>Moderna (MRNA): CEO Bancel warns that the efficacy of booster shots may decline over time. People may need to get a fourth shot this fall for enhanced protection. Currently, the CDC recommends a booster shot six months after two doses of the Moderna COVID vaccine.</p><p>Quidel (QDEL): Expected Q4 revenue of $633 million to $637 million, ahead of market estimates of $466 million. The increase in revenue expectations is mainly benefited from increased demand for COVID testing and other disease testing.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA): US Model X Plaid starts at $126,490 from $119,990. The reason is the removal of other seating configuration options for this model, all stipulated as a 6-seater configuration priced at $6,500, with deliveries expected to begin in October.</p><p>Tesla (TSLA): 15 Semi electric semi-trailers may be delivered to PepsiCo (PEP) this month. PepsiCo announced last March that it would take delivery of the Tesla Semi electric semi-trailer, and Tesla began producing the vehicle at the Nevada Gigafactory last December.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL): CEO Cook's total 2021 compensation was $98.7 million. Base salary of $3 million and stock compensation of $82.34 million will be awarded in time instalments, including time-based stock of $37.5 million and performance-based stock of $44.8 million.</p><p>SONO: International Trade Commission rules<a href=\"https://laohu8.com/S/GOOG\">Google</a>(GOOGL) infringed some audio patents on its Nest speakers. Google said it plans to appeal the ruling.</p><p>T-Mobile (TMUS): net gain of 844,000 paid subscribers in Q4, missing market expectations of 868,000. The total number of new subscribers added in 2021 was approximately 2.9 million.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>(NYT): Announced The $550 million acquisition of sports news site The Athletic. The Athletic has more than 1 million subscribers, and The deal is expected to close in The first quarter, and The site will remain a standalone project in The future. The New York Times currently has more than 8 million subscribers.</p><p><a href=\"https://laohu8.com/S/CZR\">Caesars Entertainment</a>(CZR) & DraftKings (DKNG): The New York State Gaming Commission has announced that four companies can start sports betting on the mobile side in New York. Caesars, DraftKings, FanDuel, and Rush Street Interactive can start operating mobile sports betting on Saturday mornings.</p><p><b>other</b></p><p>Worldwide, 300,451,850 (+1,966,759) cases were diagnosed and 5,474,348 (+6,143) deaths were performed.</p><p>There were 58,487,940 (+610,989) confirmed cases and 833,989 (+1,404) deaths in the United States.</p><p>New York State confirmed 3,890,666 (+84,202) cases and 60,166 (+130) deaths.</p><p>Non-farm payrolls in the United States increased by 199,000 in December, compared with the expected 447,000, and the previous value of 210,000.</p><p>The CDC director will hold a press conference at 11 o'clock, after six Biden public health advisers during the presidential transition published articles calling on the Biden administration to adopt a new protest strategy to adapt to coexistence with the virus rather than completely eliminate it.</p><p>Federal Reserve Vice Chair Clarida's stock trading practices in the early days of the Covid pandemic have sparked new controversy.</p><p><img src=\"https://static.tigerbbs.com/568899c19bad5bedd5f1532327af0500\" tg-width=\"937\" tg-height=\"89\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Pre-Market Watch: Non-farm data can't stop the Federal Reserve from raising interest rates in March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Pre-Market Watch: Non-farm data can't stop the Federal Reserve from raising interest rates in March\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time smaller\">2022-01-07 21:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Pre-market observation</b></p><p>U.S. stocks fell slightly before the market, with more than 300 million confirmed COVID-19 cases worldwide (the U.S. contributed nearly 20% to nearly 60 million).</p><p><b>December Nonfarm Payrolls: New Jobs Less Than Expected, But Unemployment Rate Better Than Expected</b></p><p>In fact, paying attention to non-farm employment data now is more or less a little chicken rib. For market participants, the logic of focusing on macro data is (1) focusing on the macro economy-> (2) inferring Fed monetary policy-> (3) judging market movements. In fact, this logical chain has always been ineffective. (1) The macroeconomic quality is the basis of the Federal Reserve's monetary policy, but the relationship between the two changes; (2) The relationship between the Fed's monetary policy and market trend is even more vague. The market can rise in the rate hike cycle, and the market can also fall during the zero interest rate period. That's why there are fewer and fewer hedge funds on Wall Street that take \"macro strategy\" as their investment strategy, while the only remaining \"macro strategy\" hedge funds have embarrassing returns.</p><p>The original (2) -> (3) relationship was very vague, but now the (1) -> (2) relationship is even more lacking. Regardless of the non-farm payroll data, the pace of the Fed's rate hike tightening liquidity will never change. That's why I say that paying attention to non-farm payroll data now is a little chicken for market participants.</p><p>December non-farm payrolls data, new jobs +199,000 (expected +450,000), unemployment +3.9% (expected +4.1%).</p><p>Like the last analysis of non-farm payroll data, in fact, the real highlights are the other two. First, how is Leisure and Hospitality, the slowest-growing occupation among the unemployed, recovering? The second point is whether the continuously sluggish labor participation rate has increased.</p><p>\"Leisure and Hospitality\" was still growing in December, but at the same pace as in November, it slowed down. The December data contains the impact of the pandemic. Generally speaking, after nearly two years of COVID-19 torment, some restaurant/hotel/entertainment industries in the United States have chosen to close their doors permanently, which is almost irreversible. To take an example known to Chinese New Yorkers, Jinfeng Restaurant (with 800 seats), a morning tea shop that has existed in Chinatown for 28 years, chose to close its doors permanently in this round of COVID-19.</p><p>The labor participation rate remained the same as last month, at 61.9%. The delay in the recovery of labor participation rate indicates that labor costs are still expensive, which means that the CPI in December will not fall soon. However, I still insist that the CPI in the first quarter of this year will drop rapidly, just like the epidemic data.</p><p>In summary, although the unemployment rate was better than expected, nothing else was satisfactory. However, whether the data is good or not, it can't stop the Fed from raising interest rates in March.</p><p><img src=\"https://static.tigerbbs.com/3202d6698fcff5cf78ea08a7ff55f2da\" tg-width=\"936\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><b>Company News</b></p><p>Moderna (MRNA): CEO Bancel warns that the efficacy of booster shots may decline over time. People may need to get a fourth shot this fall for enhanced protection. Currently, the CDC recommends a booster shot six months after two doses of the Moderna COVID vaccine.</p><p>Quidel (QDEL): Expected Q4 revenue of $633 million to $637 million, ahead of market estimates of $466 million. The increase in revenue expectations is mainly benefited from increased demand for COVID testing and other disease testing.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA): US Model X Plaid starts at $126,490 from $119,990. The reason is the removal of other seating configuration options for this model, all stipulated as a 6-seater configuration priced at $6,500, with deliveries expected to begin in October.</p><p>Tesla (TSLA): 15 Semi electric semi-trailers may be delivered to PepsiCo (PEP) this month. PepsiCo announced last March that it would take delivery of the Tesla Semi electric semi-trailer, and Tesla began producing the vehicle at the Nevada Gigafactory last December.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL): CEO Cook's total 2021 compensation was $98.7 million. Base salary of $3 million and stock compensation of $82.34 million will be awarded in time instalments, including time-based stock of $37.5 million and performance-based stock of $44.8 million.</p><p>SONO: International Trade Commission rules<a href=\"https://laohu8.com/S/GOOG\">Google</a>(GOOGL) infringed some audio patents on its Nest speakers. Google said it plans to appeal the ruling.</p><p>T-Mobile (TMUS): net gain of 844,000 paid subscribers in Q4, missing market expectations of 868,000. The total number of new subscribers added in 2021 was approximately 2.9 million.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>(NYT): Announced The $550 million acquisition of sports news site The Athletic. The Athletic has more than 1 million subscribers, and The deal is expected to close in The first quarter, and The site will remain a standalone project in The future. The New York Times currently has more than 8 million subscribers.</p><p><a href=\"https://laohu8.com/S/CZR\">Caesars Entertainment</a>(CZR) & DraftKings (DKNG): The New York State Gaming Commission has announced that four companies can start sports betting on the mobile side in New York. Caesars, DraftKings, FanDuel, and Rush Street Interactive can start operating mobile sports betting on Saturday mornings.</p><p><b>other</b></p><p>Worldwide, 300,451,850 (+1,966,759) cases were diagnosed and 5,474,348 (+6,143) deaths were performed.</p><p>There were 58,487,940 (+610,989) confirmed cases and 833,989 (+1,404) deaths in the United States.</p><p>New York State confirmed 3,890,666 (+84,202) cases and 60,166 (+130) deaths.</p><p>Non-farm payrolls in the United States increased by 199,000 in December, compared with the expected 447,000, and the previous value of 210,000.</p><p>The CDC director will hold a press conference at 11 o'clock, after six Biden public health advisers during the presidential transition published articles calling on the Biden administration to adopt a new protest strategy to adapt to coexistence with the virus rather than completely eliminate it.</p><p>Federal Reserve Vice Chair Clarida's stock trading practices in the early days of the Covid pandemic have sparked new controversy.</p><p><img src=\"https://static.tigerbbs.com/568899c19bad5bedd5f1532327af0500\" tg-width=\"937\" tg-height=\"89\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"518880":"黄金ETF华安","DDM":"2倍做多道指ETF-ProShares",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147279991","content_text":"盘前观察美股盘前小跌，全球新冠确诊数超过3亿（美国贡献近20%，接近6,000万）。12月非农就业：新增就业不及预期，但失业率好于预期其实现在关注非农就业数据，多多少少有点鸡肋。对于市场参与者，关注宏观数据的逻辑是（1）关注宏观经济->（2）推断美联储货币政策->（3）判断市场走势。其实这个逻辑链条一直以来都不太有效，（1）宏观经济好坏是美联储货币政策的依据，但两者的关系变来变去；（2）美联储货币政策和市场走势的关系就更模糊了，加息周期市场可以涨，0利率期间市场也可以跌。这也就是为何当下华尔街以“宏观策略”作为投资策略的对冲基金越来越少，而仅存的“宏观策略”对冲基金收益都比较尴尬。原来（2）->（3）的关系就很模糊，现在（1）->（2）的关系就更缺乏了。不管非农就业数据怎么样，美联储加息收紧流动性的步伐绝对不会改变。这就是我为何说现在关注非农就业数据，对于市场参与者有点鸡肋的原因。12月非农就业数据，新增就业+199,000（预期+450,000），失业率+3.9%（预期+4.1%）。和上次非农就业数据分析一样，其实真正的看点是另外两个。第一个看点，失业人口中增长最缓慢的职业“Leisure and Hospitality”（酒店餐馆服务业）恢复得怎么样？第二个看点，就是持续低迷的劳动参与率有没有提高。“Leisure and Hospitality”12月仍在增长，但增速和11月一样，慢下来了。12月的数据包含了疫情的影响。总的来说，经过近两年新冠的折磨，美国有的餐馆/酒店/娱乐行业已经选择了永久关门，这一点几乎不可逆。举一个纽约华人知道的例子，在唐人街存在了28年的早茶店金丰大酒楼（拥有800个座位），在这一轮新冠中选择了永久关门。劳动参与率和上个月一样，依旧是61.9%。劳动参与率迟迟不能恢复，就预示了劳动力成本依然贵，也就说明12月的CPI不会很快回落。不过我还是坚持认为，今年1季度的CPI，会迅速回落，和疫情数据一样。总结一下，尽管失业率比预期的好，但其它数据都不尽如人意。不过数据好或者不好，都不能阻挡美联储3月加息。公司新闻Moderna(MRNA)：CEO Bancel警告称，加强针的功效可能会随着时间推移而下降。人们可能需要在今年秋季注射第四针以增强保护。目前CDC建议注射两剂Moderna新冠疫苗6个月后注射加强针。Quidel(QDEL)：预计4季度营收$6.33亿至$6.37亿，高于市场预期$4.66亿。营收预期上涨主要受益于新冠检测和其他疾病检测的需求增加。特斯拉(TSLA)：美国Model X Plaid起价从$119,990升至$126,490。原因是取消了该车型的其他座椅配置选择，均规定为价格$6,500的6座配置，预计10月开始交付。特斯拉(TSLA)：本月或将向百事(PEP)交付15辆Semi电动半挂车。百事去年3月宣布将接收特斯拉Semi电动半挂车，特斯拉去年12月开始在内华达超级工厂生产这款车。苹果(AAPL)：CEO库克2021年总薪酬$9,870万。基本工资$300万，股票报酬$8,234万，将按时间分期授予，包括基于时间的股票$3,750万和基于绩效的股票$4,480万。索诺声(SONO)：国际贸易委员会裁定谷歌(GOOGL)侵犯了其Nest扬声器的部分音频专利。谷歌表示计划对该裁决提起上诉。T-Mobile(TMUS)：4季度付费用户净增844,000个，低于市场预期868,000个。2021年新增用户总数约为290万。纽约时报(NYT)：宣布以$5.5亿收购体育新闻网站The Athletic。The Athletic拥有超过100万订阅用户，预计交易会在1季度完成，后续该网站将仍是独立项目。目前纽约时报拥有超过800万订阅用户。凯撒娱乐(CZR) & DraftKings(DKNG)：纽约州博彩委员会宣布4家公司可在纽约开展移动端的体育博彩业务。凯撒、DraftKings、FanDuel和Rush Street Interactive可在周六上午开始运营移动端体育博彩。其它全球确诊300,451,850(+1,966,759)例，死亡5,474,348(+6,143)例。美国确诊58,487,940(+610,989)例，死亡833,989(+1,404)例。纽约州确诊3,890,666(+84,202)例，死亡60,166(+130)例。美国12月非农就业人口增加19.9万，预期44.7万，前值21万。美CDC主管将于11点召开新闻发布会，此前拜登6位在总统交接时期公共卫生顾问发表文章，呼吁拜登政府采取新的抗议策略，适应与病毒共存而非彻底消除病毒。美联储副主席Clarida在新冠疫情爆发初期的股票交易行为引发新的争议。","news_type":1,"symbols_score_info":{"518880":0.9,"SQQQ":0.9,"QID":0.9,"SGUmain":0.9,"DDM":0.9,"QQQ":0.9,"DJX":0.9,"TQQQ":0.9,"SGCmain":0.9,"NQmain":0.9,"MGCmain":0.9,".SPX":0.9,"MNQmain":0.9,"SImain":0.9,".DJI":0.9,"SPY":0.9,"PSQ":0.9,"QLD":0.9,".IXIC":0.9,"GCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008673999,"gmtCreate":1641439122837,"gmtModify":1676533615832,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008673999","repostId":"2201253667","repostType":4,"repost":{"id":"2201253667","kind":"highlight","pubTimestamp":1641423719,"share":"https://ttm.financial/m/news/2201253667?lang=en_US&edition=fundamental","pubTime":"2022-01-06 07:01","market":"hk","language":"zh","title":"Foreign media headlines: The Federal Reserve hints at accelerating the pace of interest rate hike and shrinking balance sheet action","url":"https://stock-news.laohu8.com/highlight/detail?id=2201253667","media":"市场资讯","summary":"　　美联储周三公布了12月份联邦公开市场委员会货币政策会议的纪要文件。会议纪要显示，与会者指出，考虑到经济、劳动力市场和通胀前景，可能有必要提前或以快于此前预期的速度提高联邦基金利率。　　纪要显示，多数与会者认为，如果近期劳动力市场的改善步伐持续下去，加息条件可能会相对较快地得到满足。许多官员表示，缩表速度可快于上一个周期。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Federal Reserve meeting minutes: It may be necessary to advance or sooner rate hike shrinking balance sheet can be faster than the previous cycle</b><b>2. Morgan Stanley and Wells Fargo bet on the stock market in 2022. Rising interest rates boost sector rotation</b><b>3. ADP data shows that U.S. businesses have created the most new jobs in seven months</b><b>4. CES 2022: Giants ramp up competition for \"Metaverse\"</b><b>5、<a href=\"https://laohu8.com/S/C\">Citigroup</a>European energy crisis is a warning sign for the United States: Analyst</b><b>6. EV startup Nikola and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Settlement drops $2 billion patent lawsuit</b><img src=\"https://static.tigerbbs.com/63a71c205cd5cd853db3a9bd508c3d62\" tg-width=\"500\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Fed minutes: It may be necessary to move ahead or sooner rate hike shrinking balance sheet can be faster than last cycle</b></p><p>The Federal Reserve on Wednesday released minutes documents from the December Federal Open Market Committee (FOMC) monetary policy meeting. Participants noted that, given the economic, labour market and inflation outlook, it may be necessary to raise the Federal Funds rate ahead of schedule or at a faster pace than previously anticipated, according to the minutes.</p><p>The minutes show that most participants believe that if the recent pace of improvement in the labour market continues, rate hike conditions may be met relatively quickly. Given rising inflationary pressures and a stronger labor market, participants argued that the increased degree of policy easing brought about by the current pace of net asset purchases is no longer necessary. Participants noted that the Committee should continue to be prepared to adjust the pace of bond purchases should the economic outlook change.</p><p>Participants also noted that it may be appropriate to start downsizing the Fed's balance sheet at a relatively short time after starting to raise its Federal Funds rate. Many officials say shrinking balance sheet can be faster than in the previous cycle.</p><p>On the pandemic front, many participants pointed out that the COVID-19 pandemic, particularly variants of the COVID-19 virus, continues to pose a downside risk to U.S. economic activity and an upside risk to inflation. The emergence of the Omicron strain has made the economic outlook more uncertain, but it is not yet believed that it will fundamentally change the path of U.S. economic recovery.</p><p><img src=\"https://static.tigerbbs.com/e505e4ebb02e2be27268661ddce996aa\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Morgan Stanley and Wells Fargo bet on big stock market moves in 2022, rising interest rates boost sector rotation</b></p><p>As bonds tumble in the New Year, Wall Street pundits are doubling down on a big stock market move in 2022: high-growth tech darlings no longer dominate.</p><p>Inflation-adjusted yields have risen because of the belief that the Fed will seriously tighten policy this year,<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Securities and<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Are advising clients to short the high-tech companies that benefited the most in the era of low interest rates and switch to low-valued stocks that will benefit from the post-pandemic recovery.</p><p>The U.S. Treasury Bond market showed increased confidence in the business cycle this week despite the spread of the omicron variant, with the nominal 10-year Treasury Bond yield hitting a nearly six-week high of 1.65% on Tuesday and the real yield also rising to-0.98%. Meanwhile, the Nasdaq 100 fell 1.4%. A software-heavy stock basket in Wells Fargo has fallen 6% this week, while a basket of stocks vulnerable to the pandemic has risen 5%.</p><p>In a nutshell, the first week of 2022 exposed a long-held concern: Rising bond yields are the lifegate of highly valued companies. One of the biggest market rotations in years is unfolding.</p><p><img src=\"https://static.tigerbbs.com/2bf54d3e4aacb23370f4023f11ba25cc\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. businesses added the most jobs in seven months, ADP data shows</b></p><p>U.S. companies added the most jobs in seven months in December 2021, indicating that more Americans are returning to the workforce to fill a near-unprecedented number of vacant positions.</p><p>Data released Wednesday by the ADP Research Institute showed that corporate employment increased by 807,000 in December and was revised lower to an increase of 505,000 in November. The median estimate from the Bloomberg survey was an increase of 410,000.</p><p>This better-than-expected employment report may show how rising wages and optimized working conditions are helping businesses recruit. Even so, if the recent aggravation of the COVID-19 pandemic causes more people to abandon activities such as travel and dining out, it will be difficult for companies to maintain operations, which in turn may affect recruitment.</p><p>The U.S. Department of Labor released its monthly employment report on Friday and now expects non-farm payrolls to increase by 384,000 in December. ADP data does not always align with government data because of different measurement techniques.</p><p><img src=\"https://static.tigerbbs.com/9b5abc84cd260067bb035d8d2bed2e03\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>CES 2022: Giants ramp up their competition against 'Metaverse'</b></p><p>On the 5th (early morning of the 6th Beijing time), the world's largest home appliance IT commodity exhibition \"CES\" was opened to the public in Las Vegas, USA. Against the background of the epidemic, online shopping has been expanding, and online conferencing and telecommuting have also become popular. On this basis, what attracts more attention is the ability to experience the network virtual space \"Metaverse\" close to the real world. A wide variety of services and the latest digital technologies underpinning services are getting much attention.</p><p>Virtual space is a three-dimensional simulation space that gathers the avatars of users. With virtual reality (VR) or augmented reality (AR) goggles, a highly immersive digital space experience can be enjoyed.</p><p>Although games are the center at present, with the continuous development of wearable devices and software that can affect the whole sense, people's communication, business, learning and shopping will be completely changed. Internet communication services (SNS) giant Facebook changed its company name to \"Meta\" in October 2021 and said it would make \"Metaverse\" its core business. Taking this as an opportunity, global development competition began.</p><p>Semiconductor giant<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It was announced that the architecture software \"Omniverse\", which is capable of making more realistic virtual spaces, will be made public for free. With the ability to reproduce the reflection of gravity and light like the real world, software developers can produce and sell virtual content.</p><p><img src=\"https://static.tigerbbs.com/d176b1dae8ebfc3df97b9f4cfe2e0b0e\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Citi Analyst: Europe's Energy Crisis Is a Warning Sign for the United States</b></p><p>Ed Morse, global head of commodity research at Citigroup, said that looking at the energy crisis hitting European markets can predict what will happen in the U.S. as it transitions to cleaner energy over the next 10 years.</p><p>\"We are in the first crisis of the energy transition,\" Morse said in an interview. Moving away from fossil fuels is \"a disruptive, disruptive event that will create discord both nationally and internationally — and it will also make great progress.\"</p><p>Extreme volatility makes European gas prices unpredictable, Morse said. European gas prices surged to record highs in December before tumbling again later in December as the U.S. gas fleet swarmed in. The market rebounded afterwards as Russia restricted supply.</p><p><img src=\"https://static.tigerbbs.com/87080a563c88c79046557a8f48d95612\" tg-width=\"550\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>EV startup Nikola settles with Tesla to drop $2 billion patent lawsuit</b></p><p>Electric vehicle startup Nikola today reportedly dropped its patent lawsuit against rival Tesla.</p><p>The companies have agreed to withdraw all lawsuits and countersuits against each other, according to a joint filing in federal court in San Francisco.</p><p>Back in 2018, Nikola sued Tesla, accusing Tesla of copying several of its patented designs, including the design of the U-shaped windshield, body and side doors. For this, Nikola claimed $2 billion from Tesla.</p><p>Nikola also claims that the company released an electric semi truck in May 2016. A few months later, Tesla recruiters were trying to poach the company's chief engineer.</p><p>Tesla, on the other hand, denied stealing the designs and filed a counterclaim.</p><p></body></html></p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines: The Federal Reserve hints at accelerating the pace of interest rate hike and shrinking balance sheet action</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines: The Federal Reserve hints at accelerating the pace of interest rate hike and shrinking balance sheet action\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">市场资讯</strong><span class=\"h-time small\">2022-01-06 07:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Federal Reserve meeting minutes: It may be necessary to advance or sooner rate hike shrinking balance sheet can be faster than the previous cycle</b><b>2. Morgan Stanley and Wells Fargo bet on the stock market in 2022. Rising interest rates boost sector rotation</b><b>3. ADP data shows that U.S. businesses have created the most new jobs in seven months</b><b>4. CES 2022: Giants ramp up competition for \"Metaverse\"</b><b>5、<a href=\"https://laohu8.com/S/C\">Citigroup</a>European energy crisis is a warning sign for the United States: Analyst</b><b>6. EV startup Nikola and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Settlement drops $2 billion patent lawsuit</b><img src=\"https://static.tigerbbs.com/63a71c205cd5cd853db3a9bd508c3d62\" tg-width=\"500\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Fed minutes: It may be necessary to move ahead or sooner rate hike shrinking balance sheet can be faster than last cycle</b></p><p>The Federal Reserve on Wednesday released minutes documents from the December Federal Open Market Committee (FOMC) monetary policy meeting. Participants noted that, given the economic, labour market and inflation outlook, it may be necessary to raise the Federal Funds rate ahead of schedule or at a faster pace than previously anticipated, according to the minutes.</p><p>The minutes show that most participants believe that if the recent pace of improvement in the labour market continues, rate hike conditions may be met relatively quickly. Given rising inflationary pressures and a stronger labor market, participants argued that the increased degree of policy easing brought about by the current pace of net asset purchases is no longer necessary. Participants noted that the Committee should continue to be prepared to adjust the pace of bond purchases should the economic outlook change.</p><p>Participants also noted that it may be appropriate to start downsizing the Fed's balance sheet at a relatively short time after starting to raise its Federal Funds rate. Many officials say shrinking balance sheet can be faster than in the previous cycle.</p><p>On the pandemic front, many participants pointed out that the COVID-19 pandemic, particularly variants of the COVID-19 virus, continues to pose a downside risk to U.S. economic activity and an upside risk to inflation. The emergence of the Omicron strain has made the economic outlook more uncertain, but it is not yet believed that it will fundamentally change the path of U.S. economic recovery.</p><p><img src=\"https://static.tigerbbs.com/e505e4ebb02e2be27268661ddce996aa\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Morgan Stanley and Wells Fargo bet on big stock market moves in 2022, rising interest rates boost sector rotation</b></p><p>As bonds tumble in the New Year, Wall Street pundits are doubling down on a big stock market move in 2022: high-growth tech darlings no longer dominate.</p><p>Inflation-adjusted yields have risen because of the belief that the Fed will seriously tighten policy this year,<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Securities and<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Are advising clients to short the high-tech companies that benefited the most in the era of low interest rates and switch to low-valued stocks that will benefit from the post-pandemic recovery.</p><p>The U.S. Treasury Bond market showed increased confidence in the business cycle this week despite the spread of the omicron variant, with the nominal 10-year Treasury Bond yield hitting a nearly six-week high of 1.65% on Tuesday and the real yield also rising to-0.98%. Meanwhile, the Nasdaq 100 fell 1.4%. A software-heavy stock basket in Wells Fargo has fallen 6% this week, while a basket of stocks vulnerable to the pandemic has risen 5%.</p><p>In a nutshell, the first week of 2022 exposed a long-held concern: Rising bond yields are the lifegate of highly valued companies. One of the biggest market rotations in years is unfolding.</p><p><img src=\"https://static.tigerbbs.com/2bf54d3e4aacb23370f4023f11ba25cc\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. businesses added the most jobs in seven months, ADP data shows</b></p><p>U.S. companies added the most jobs in seven months in December 2021, indicating that more Americans are returning to the workforce to fill a near-unprecedented number of vacant positions.</p><p>Data released Wednesday by the ADP Research Institute showed that corporate employment increased by 807,000 in December and was revised lower to an increase of 505,000 in November. The median estimate from the Bloomberg survey was an increase of 410,000.</p><p>This better-than-expected employment report may show how rising wages and optimized working conditions are helping businesses recruit. Even so, if the recent aggravation of the COVID-19 pandemic causes more people to abandon activities such as travel and dining out, it will be difficult for companies to maintain operations, which in turn may affect recruitment.</p><p>The U.S. Department of Labor released its monthly employment report on Friday and now expects non-farm payrolls to increase by 384,000 in December. ADP data does not always align with government data because of different measurement techniques.</p><p><img src=\"https://static.tigerbbs.com/9b5abc84cd260067bb035d8d2bed2e03\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>CES 2022: Giants ramp up their competition against 'Metaverse'</b></p><p>On the 5th (early morning of the 6th Beijing time), the world's largest home appliance IT commodity exhibition \"CES\" was opened to the public in Las Vegas, USA. Against the background of the epidemic, online shopping has been expanding, and online conferencing and telecommuting have also become popular. On this basis, what attracts more attention is the ability to experience the network virtual space \"Metaverse\" close to the real world. A wide variety of services and the latest digital technologies underpinning services are getting much attention.</p><p>Virtual space is a three-dimensional simulation space that gathers the avatars of users. With virtual reality (VR) or augmented reality (AR) goggles, a highly immersive digital space experience can be enjoyed.</p><p>Although games are the center at present, with the continuous development of wearable devices and software that can affect the whole sense, people's communication, business, learning and shopping will be completely changed. Internet communication services (SNS) giant Facebook changed its company name to \"Meta\" in October 2021 and said it would make \"Metaverse\" its core business. Taking this as an opportunity, global development competition began.</p><p>Semiconductor giant<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It was announced that the architecture software \"Omniverse\", which is capable of making more realistic virtual spaces, will be made public for free. With the ability to reproduce the reflection of gravity and light like the real world, software developers can produce and sell virtual content.</p><p><img src=\"https://static.tigerbbs.com/d176b1dae8ebfc3df97b9f4cfe2e0b0e\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Citi Analyst: Europe's Energy Crisis Is a Warning Sign for the United States</b></p><p>Ed Morse, global head of commodity research at Citigroup, said that looking at the energy crisis hitting European markets can predict what will happen in the U.S. as it transitions to cleaner energy over the next 10 years.</p><p>\"We are in the first crisis of the energy transition,\" Morse said in an interview. Moving away from fossil fuels is \"a disruptive, disruptive event that will create discord both nationally and internationally — and it will also make great progress.\"</p><p>Extreme volatility makes European gas prices unpredictable, Morse said. European gas prices surged to record highs in December before tumbling again later in December as the U.S. gas fleet swarmed in. The market rebounded afterwards as Russia restricted supply.</p><p><img src=\"https://static.tigerbbs.com/87080a563c88c79046557a8f48d95612\" tg-width=\"550\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>EV startup Nikola settles with Tesla to drop $2 billion patent lawsuit</b></p><p>Electric vehicle startup Nikola today reportedly dropped its patent lawsuit against rival Tesla.</p><p>The companies have agreed to withdraw all lawsuits and countersuits against each other, according to a joint filing in federal court in San Francisco.</p><p>Back in 2018, Nikola sued Tesla, accusing Tesla of copying several of its patented designs, including the design of the U-shaped windshield, body and side doors. For this, Nikola claimed $2 billion from Tesla.</p><p>Nikola also claims that the company released an electric semi truck in May 2016. A few months later, Tesla recruiters were trying to poach the company's chief engineer.</p><p>Tesla, on the other hand, denied stealing the designs and filed a counterclaim.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-01-06/doc-ikyakumx8576040.shtml\">市场资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63a71c205cd5cd853db3a9bd508c3d62","relate_stocks":{"SPY":"标普500ETF","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","BK4559":"巴菲特持仓",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-01-06/doc-ikyakumx8576040.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2201253667","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储会议纪要：可能有必要提前或更快加息 缩表速度可快于上一周期2、大摩和富国押注2022年股市大行情 利率上升助推板块轮动3、ADP数据显示美国企业新增就业人数为七个月来最多4、CES 2022：巨头们加码针对“Metaverse”的竞争5、花旗分析师：欧洲能源危机对美国是警示信号6、电动汽车初创公司Nikola与特斯拉和解 撤销20亿美元的专利诉讼美联储会议纪要：可能有必要提前或更快加息 缩表速度可快于上一周期美联储周三公布了12月份联邦公开市场委员会（FOMC）货币政策会议的纪要文件。会议纪要显示，与会者指出，考虑到经济、劳动力市场和通胀前景，可能有必要提前或以快于此前预期的速度提高联邦基金利率。纪要显示，多数与会者认为，如果近期劳动力市场的改善步伐持续下去，加息条件可能会相对较快地得到满足。鉴于通胀压力上升和劳动力市场走强，与会者认为，目前的净资产购买步伐所带来的政策宽松程度的增加不再是必要的。 与会者指出，如果经济前景发生变化，委员会应继续准备调整购债速度。与会者还指出，在开始提高联邦基金利率后，相对较短时间内开始缩减美联储资产负债表规模可能是合适的。许多官员表示，缩表速度可快于上一个周期。疫情方面，许多与会者指出，新冠疫情，特别变种新冠病毒，继续对美国经济活动构成下行风险，对通胀构成上行风险。奥密克戎毒株的出现使经济前景更加不确定，但还不认为这会从根本上改变美国经济复苏的路径。大摩和富国押注2022年股市大行情 利率上升助推板块轮动眼见新年债市大跌，华尔街的行家正在加倍押注2022年的一个股市大行情：高增长科技宠儿不再独领风骚。因为笃信美联储今年会认真收紧政策，通胀调整后收益率上升，富国银行证券和摩根士丹利都在建议客户做空那些低利率时代受益最大的高科技公司，转投将从疫后复苏中受益的低估值股票。尽管omicron变异株蔓延，但美国国债市场本周显示出对商业周期的信心增强，名义10年期国债收益率周二触及近六周高位1.65%，实际收益率也升至-0.98%。与此同时，纳斯达克100指数下跌1.4%。富国一个软件股为主的股票篮子本周已经下跌6%，而容易受疫情影响的一个股票篮子上涨了5%。一言以蔽之，2022年的第一周暴露了长久以来的担忧：债券收益率上升是高估值公司的命门。多年来最大的市场轮动之一正在展开。ADP数据显示美国企业新增就业人数为七个月来最多美国公司2021年12月增加的就业人数为七个月来最多，表明有越来越多美国人重返劳动力市场，填补着数量接近空前的空缺职位。ADP Research Institute周三发布的数据显示，12月企业就业人数增加80.7万，11月下修为增加50.5万。彭博调查得到的预期中值为增加41万。这份优于预期的就业报告可能显示了薪资上升和工作条件优化对企业招聘的帮助。即便如此，如果近期新冠疫情加重导致更多人放弃旅游和外出餐饮等活动，企业将难以维持经营，进而可能影响招聘。美国劳工部周五发布月度就业报告，目前预计12月非农就业增加38.4万。ADP数据并不总是与政府数据一致，因为衡量技术不同。CES 2022：巨头们加码针对“Metaverse”的竞争5日（北京时间6日凌晨），世界最大规模的家电IT商品展览会“CES”在美国拉斯维加斯向大众公开。疫情背景下，网络购物不断扩大，网络会议和远程办公也普及开来。在此基础上更受瞩目的是能够体验到接近现实世界的网络虚拟空间“Metaverse”。各种各样的服务和支撑服务的最新数字技术备受关注。虚拟空间是将用户的分身·化身聚集的三维模拟空间。使用虚拟现实（VR）或增强现实（AR）护目镜，可以享受沉浸感高的数字空间体验。虽然目前以游戏为中心，但随着能影响整个感官的穿戴器具和软件的开发不断推进，人们的交流、商务、学习、购物等形态将被彻底改变。网络交流服务（SNS）巨头脸书于2021年10月将公司名称变更为“Meta”，并表示将“Metaverse”作为核心事业，以此为契机，全球性的开发竞争开始了。半导体巨头英伟达宣布，将免费公开能够制作更真实的虚拟空间的架构软件“Omniverse”。具有像现实世界一样再现重力和光的反射的功能，软件开发商可以制作并销售虚拟内容。花旗分析师：欧洲能源危机对美国是警示信号花旗集团大宗商品研究全球主管Ed Morse表示，看看冲击欧洲市场的能源危机，可以预判美国未来10年向更清洁能源转型过程中会发生什么。“我们正处于能源转型的第一个危机中，”Morse在接受采访时说。放弃使用化石燃料是“一个破坏性、颠覆性的事件，它将在国内和国际上造成不和谐——它也将取得巨大进展。”Morse说，极端的波动性使得欧洲天然气价格无法预测。欧洲天然气价格12月份曾飙升至纪录高点，之后随着美国天然气船队蜂拥而至，在12月晚些时候又暴跌。由于俄罗斯限制供应，市场之后反弹。电动汽车初创公司Nikola与特斯拉和解 撤销20亿美元的专利诉讼据报道，电动汽车初创公司Nikola（尼古拉）今日撤销了对竞争对手特斯拉的专利诉讼。据提交给旧金山联邦法院的一份联合文件，两家公司已同意撤回针对彼此的所有诉讼和反诉讼。早在2018年，Nikola就起诉特斯拉，指控特斯拉抄袭了其数项专利设计，包括U型挡风玻璃、车身和侧门的设计。为此，Nikola向特斯拉索赔20亿美元。Nikola还称，该公司于2016年5月发布了一款电动半挂卡车。几个月后，特斯拉招聘人员就试图挖走该公司的首席工程师。而特斯拉则否认窃取了这些设计，并提出了反诉。","news_type":1,"symbols_score_info":{"SPY":1,".DJI":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001649684,"gmtCreate":1641252072668,"gmtModify":1676533587555,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"🐮","listText":"🐮","text":"🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001649684","repostId":"2200428519","repostType":4,"isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003836896,"gmtCreate":1640921381407,"gmtModify":1676533555514,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003836896","repostId":"1131575476","repostType":4,"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003018721,"gmtCreate":1640824429922,"gmtModify":1676533544797,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003018721","repostId":"2195430367","repostType":4,"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009182966,"gmtCreate":1640568917582,"gmtModify":1676533526267,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"💊","listText":"💊","text":"💊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009182966","repostId":"1134513547","repostType":4,"repost":{"id":"1134513547","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1640566185,"share":"https://ttm.financial/m/news/1134513547?lang=en_US&edition=fundamental","pubTime":"2021-12-27 08:49","market":"hk","language":"zh","title":"The epidemic situation in Europe and America is fierce, and 3,000 flights worldwide have been cancelled. What is the impact?","url":"https://stock-news.laohu8.com/highlight/detail?id=1134513547","media":"券商中国","summary":"疫情下的圣诞节，显得格外危险。\n最严重的仍然是英国，单日确诊数量已超过12万例，再创历史新高，感染奥密克戎毒株的确诊病例已达到2.3万；法国的情况也不容乐观，12月25日的确诊数超过10万例，是疫情暴","content":"<p>Christmas under the epidemic is particularly dangerous.</p><p>The most serious is still the UK, where the number of confirmed cases in a single day has exceeded 120,000, another record high, and the number of confirmed cases infected with Omicron strain has reached 23,000; The situation in France is also not optimistic. On December 25th, the number of confirmed cases exceeded 100,000, the first time since the outbreak of the epidemic; In addition, the number of confirmed cases in Italy also \"exploded\". On the 25th, the number of newly confirmed cases exceeded 50,000, which has set a new historical record for three consecutive days. The epidemic situation in the United States is also very severe. As of December 22nd, cases of \"Omicron\" strain infection have been found in all 50 states in the United States.</p><p>The raging epidemic has always disturbed the air tourism industry, and the rapid spread of Omicron strain has aggravated this negative impact. According to the data, on Christmas Eve and Christmas Day, airlines cancelled more than 3,000 flights worldwide; In addition, the American cruise industry has frequently received \"terror\" bad news, and many cruise ships have confirmed cases.</p><p>In this context, specific drugs for COVID-19 are particularly important. Up to now, Pfizer's Paxlovid pill and Merck's molnupiravir have received emergency use authorization from the U.S. Food and Drug Administration (FDA). However, due to production capacity, the first batch of Pfizer's new crown-specific drugs has only 65,000 courses of treatment, all of which have been sold out. The U.S. federal government will distribute them this week based on the population of each state.</p><p>The epidemic situation in Europe and America completely \"exploded\"</p><p>Just past Christmas, the Omicron epidemic in Europe and the United States was still raging.</p><p>First of all, look at the UK. Due to the Christmas holiday, the latest official epidemic data was December 24th. On that day, there were 122,186 new positive cases of COVID-19 in the UK, setting another record high, with 137 new deaths in COVID-19; A total of 11,891,292 positive cases in COVID-19 and 147,857 deaths in COVID-19.</p><p>In the 24 hours to December 24th, there were 23,719 new cases infected with Omicron strain in the UK, and the total number of confirmed cases infected with Omicron strain in the country was 114,625.</p><p>In the face of the growing number of confirmed cases, the British government is increasingly nervous. According to the latest British media report, British Prime Minister Boris will review the latest data of Omicron strain on Monday (December 27th), and it is expected that the latest epidemic prevention restrictions will be introduced in England as soon as next Monday.</p><p>At the same time, British government scientists have used models to predict that stricter epidemic prevention measures may need to be implemented until the end of March next year before they will be effective.</p><p>The situation in France is not optimistic either. According to official data, there were 104,611 new confirmed cases in COVID-19 in France on the 25th, and the number of new confirmed cases in a single day exceeded 100,000 for the first time since the outbreak of the epidemic. French Health Minister Verand said the Omicron strain will become the dominant strain circulating in France during the holidays at the end of this year.</p><p><b>In addition, the number of confirmed cases in Italy has also \"exploded\". Statistics released by the Italian Ministry of Health on the 25th show that in the past 24 hours, the number of newly confirmed cases in COVID-19 in the country exceeded 50,000, reaching 54,762, setting a record for the highest number of daily cases since the outbreak of the epidemic for three consecutive days. In the week from December 17th to 23rd, the number of newly confirmed cases in Italy increased by 42.3% compared with the previous week.</b><img src=\"https://static.tigerbbs.com/3d84de403c35b64c33b4ac0efc7246b1\" tg-width=\"830\" tg-height=\"363\" referrerpolicy=\"no-referrer\">At present, Europe's anti-epidemic plan is still facing great difficulties. The epidemic situation in the United States is also very severe. As of December 22nd, cases of \"Omicron\" strain infection have been found in more than 50 states in the United States. The average daily number of new cases in the United States rose 45% to 179,000 over the past week, according to statistics.</p><p>CNN reports that the current COVID-19 infection rate in the United States has surpassed the peak of summer Delta strain infections as the Omicron variant spreads in the United States.</p><p>According to a new analysis by the University of Washington, the number of infected cases of Omicron strain in the United States has surged, and if this trend continues to spread, it will reach the peak of a large-scale infection wave at the end of January next year. By then, the number of daily confirmed cases in the United States will exceed 400,000, and this value will far exceed the daily number of 250,000 confirmed cases in the peak of winter 2020.</p><p>As of the 24th, more than 69,000 Americans were hospitalized with COVID-19, according to the U.S. Department of Health and Human Services. Twelve states saw at least a 10% increase in COVID-19 hospitalizations over the past week compared to the previous week. Health experts have warned that the Omicron variant could overwhelm the U.S. health system.</p><p>Flight 3000 was cancelled and the \"terror cruise\" reappeared</p><p>The raging epidemic has always disturbed the air tourism industry, and the rapid spread of Omicron has aggravated this negative impact.</p><p>Every Christmas has always been a rare peak season for American airlines and tourism. However, due to the threat of the new crown epidemic, global airlines have to cancel a large number of original planned passenger flight plans.</p><p>According to flight information tracking website FlightAware, on Christmas Eve and Christmas Day, airlines canceled more than 3,000 flights worldwide, about 20% of which were flights into and out of the United States.</p><p>Among them, on the day before Christmas, United Airlines alone canceled more than 180 flights, accounting for about 9% of its total planned flights, and about 111 flights were cancelled on Christmas Day; Delta Air Lines, another major U.S. carrier, canceled 163 flights on Friday, about 8% of its original plan, and another 140 on Saturday.</p><p>United's announcement on Thursday said that this week, the number of Omicron infections generally increased across the United States, which had a direct impact on the company's flight staff and operations staff, so it had to cancel some flights.</p><p>Some airlines expect hundreds more flights to be cancelled on Sunday. Delta expects more than 300 flights to be canceled on Dec. 26.</p><p>At the same time, the American cruise industry has frequently received \"terror\" bad news. Last Thursday, local time, the cruise company Royal Caribbean said that the company's \"Ocean Odyssey\" found 55 positive cases of COVID-19 a few days after sailing from Fort Lauderdale, Florida, USA. Therefore, the cruise ship was refused entry by two islands, Curacao and Aruba, the Netherlands.</p><p>It is worth noting that these 55 confirmed cases of COVID-19 have all been vaccinated before. At present, most of the confirmed cases have only mild symptoms or no symptoms at all. The Odyssey of the Seas can accommodate up to 5,500 tourists and a crew of 1,600. This means that the number of positives accounts for 1.1% of the total number of people on board.</p><p>The cruise ship Odyssey of the Seas has been at sea since it was denied entry, and the ship is scheduled to return to the United States on Dec. 26.</p><p><b>This is not the first \"terror cruise ship\" in the United States. According to data from the U.S. Centers for Disease Control and Prevention, as of last Monday, 40 cruise ships operating in U.S. waters had COVID-19 cases. Carnival, Norwegian and Royal Caribbean all have operating ships featured on the list, though the list has far more Royal Caribbean cruises than its competitors, with a total of 19 reported Covid cases.</b></p><p>COVID-19 specific drug production capacity is in short supply</p><p>The fierce epidemic is putting tremendous pressure on the medical systems in Europe and the United States, so the specific drug for COVID-19 is particularly important.</p><p>Up to now, Pfizer's Paxlovid pill and Merck's molnupiravir have obtained emergency use authorization from the U.S. Food and Drug Administration (FDA).</p><p>In early November, Pfizer announced the therapeutic effect data of its COVID-19 oral specific drug. Patients treated with Paxlovid had an 89% lower risk of hospitalization or death from any cause related to COVID-19, and there were no deaths in the treatment group, and Pfizer said that recent laboratory data show that Paxlovid is still effective against the Omicron strain.</p><p>In addition, the therapeutic effect data of Merck's COVID-19 oral drug shows that for infected people with mild to moderate symptoms, molnupiravir can reduce their risk of hospitalization or death by 30%.</p><p>At present, the U.S. government has ordered 10 million courses of Pfizer drugs, but due to production capacity, the first batch of specific drugs has only 65,000 courses of treatment. According to Bloomberg, the U.S. federal government will make distributions based on state populations next week. New York's 20 million residents will get 3,180 courses of drugs, while Wyoming, which has only 500,000 residents, will only get about 100 courses of drugs.</p><p>It is expected that by the end of January next year, the production of Paxlovid specific drugs will reach 265,000 courses of treatment, and 10 million orders will be completed by July. In addition, at the end of January, 3 million courses of Merck's molnupiravir anti-COVID-19 drug ordered by the United States will also arrive.</p><p>Deutsche Bank's research arm believes that the biggest game-changer in 2022 could be anti-COVID oral drugs, which are expected to reduce hospitalizations and deaths.</p><p>In addition to oral medications, the scope of therapies is also expanding. For example, the U.S. Coronavirus Treatment Acceleration Program is supporting a range of therapies under development, such as antiviral pills, neutralizing antibodies, and immunomodulators that reduce the immune response to the virus and prevent the virus from entering an out-of-control state.<img src=\"https://static.tigerbbs.com/b33d284ab3865b0a84195d7412d26d83\" tg-width=\"863\" tg-height=\"636\" referrerpolicy=\"no-referrer\">At the same time, Deutsche Bank believes that the global production of COVID-19 vaccines will also accelerate in 2022. Production of the Pfizer vaccine is expected to increase by a third to 4 billion doses, and Moderna will also increase supply. A large percentage of these vaccines are likely to go to developing countries. Additionally, rolling out the vaccine to younger populations will push countries closer to herd immunity, with many countries having approved COVID vaccines for children.</p><p>Deutsche Bank believes that there are still risks with the new variants, and the arrival of Omicron once again proves this point. However, in the medium term, history shows that many viruses can become less dangerous over time, which is what happened in the Spanish Flu of 1918. With the advantages of modern medicine and the range of treatments being developed, it is believed that humans will eventually defeat this virus as well.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The epidemic situation in Europe and America is fierce, and 3,000 flights worldwide have been cancelled. What is the impact?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe epidemic situation in Europe and America is fierce, and 3,000 flights worldwide have been cancelled. What is the impact?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-12-27 08:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Christmas under the epidemic is particularly dangerous.</p><p>The most serious is still the UK, where the number of confirmed cases in a single day has exceeded 120,000, another record high, and the number of confirmed cases infected with Omicron strain has reached 23,000; The situation in France is also not optimistic. On December 25th, the number of confirmed cases exceeded 100,000, the first time since the outbreak of the epidemic; In addition, the number of confirmed cases in Italy also \"exploded\". On the 25th, the number of newly confirmed cases exceeded 50,000, which has set a new historical record for three consecutive days. The epidemic situation in the United States is also very severe. As of December 22nd, cases of \"Omicron\" strain infection have been found in all 50 states in the United States.</p><p>The raging epidemic has always disturbed the air tourism industry, and the rapid spread of Omicron strain has aggravated this negative impact. According to the data, on Christmas Eve and Christmas Day, airlines cancelled more than 3,000 flights worldwide; In addition, the American cruise industry has frequently received \"terror\" bad news, and many cruise ships have confirmed cases.</p><p>In this context, specific drugs for COVID-19 are particularly important. Up to now, Pfizer's Paxlovid pill and Merck's molnupiravir have received emergency use authorization from the U.S. Food and Drug Administration (FDA). However, due to production capacity, the first batch of Pfizer's new crown-specific drugs has only 65,000 courses of treatment, all of which have been sold out. The U.S. federal government will distribute them this week based on the population of each state.</p><p>The epidemic situation in Europe and America completely \"exploded\"</p><p>Just past Christmas, the Omicron epidemic in Europe and the United States was still raging.</p><p>First of all, look at the UK. Due to the Christmas holiday, the latest official epidemic data was December 24th. On that day, there were 122,186 new positive cases of COVID-19 in the UK, setting another record high, with 137 new deaths in COVID-19; A total of 11,891,292 positive cases in COVID-19 and 147,857 deaths in COVID-19.</p><p>In the 24 hours to December 24th, there were 23,719 new cases infected with Omicron strain in the UK, and the total number of confirmed cases infected with Omicron strain in the country was 114,625.</p><p>In the face of the growing number of confirmed cases, the British government is increasingly nervous. According to the latest British media report, British Prime Minister Boris will review the latest data of Omicron strain on Monday (December 27th), and it is expected that the latest epidemic prevention restrictions will be introduced in England as soon as next Monday.</p><p>At the same time, British government scientists have used models to predict that stricter epidemic prevention measures may need to be implemented until the end of March next year before they will be effective.</p><p>The situation in France is not optimistic either. According to official data, there were 104,611 new confirmed cases in COVID-19 in France on the 25th, and the number of new confirmed cases in a single day exceeded 100,000 for the first time since the outbreak of the epidemic. French Health Minister Verand said the Omicron strain will become the dominant strain circulating in France during the holidays at the end of this year.</p><p><b>In addition, the number of confirmed cases in Italy has also \"exploded\". Statistics released by the Italian Ministry of Health on the 25th show that in the past 24 hours, the number of newly confirmed cases in COVID-19 in the country exceeded 50,000, reaching 54,762, setting a record for the highest number of daily cases since the outbreak of the epidemic for three consecutive days. In the week from December 17th to 23rd, the number of newly confirmed cases in Italy increased by 42.3% compared with the previous week.</b><img src=\"https://static.tigerbbs.com/3d84de403c35b64c33b4ac0efc7246b1\" tg-width=\"830\" tg-height=\"363\" referrerpolicy=\"no-referrer\">At present, Europe's anti-epidemic plan is still facing great difficulties. The epidemic situation in the United States is also very severe. As of December 22nd, cases of \"Omicron\" strain infection have been found in more than 50 states in the United States. The average daily number of new cases in the United States rose 45% to 179,000 over the past week, according to statistics.</p><p>CNN reports that the current COVID-19 infection rate in the United States has surpassed the peak of summer Delta strain infections as the Omicron variant spreads in the United States.</p><p>According to a new analysis by the University of Washington, the number of infected cases of Omicron strain in the United States has surged, and if this trend continues to spread, it will reach the peak of a large-scale infection wave at the end of January next year. By then, the number of daily confirmed cases in the United States will exceed 400,000, and this value will far exceed the daily number of 250,000 confirmed cases in the peak of winter 2020.</p><p>As of the 24th, more than 69,000 Americans were hospitalized with COVID-19, according to the U.S. Department of Health and Human Services. Twelve states saw at least a 10% increase in COVID-19 hospitalizations over the past week compared to the previous week. Health experts have warned that the Omicron variant could overwhelm the U.S. health system.</p><p>Flight 3000 was cancelled and the \"terror cruise\" reappeared</p><p>The raging epidemic has always disturbed the air tourism industry, and the rapid spread of Omicron has aggravated this negative impact.</p><p>Every Christmas has always been a rare peak season for American airlines and tourism. However, due to the threat of the new crown epidemic, global airlines have to cancel a large number of original planned passenger flight plans.</p><p>According to flight information tracking website FlightAware, on Christmas Eve and Christmas Day, airlines canceled more than 3,000 flights worldwide, about 20% of which were flights into and out of the United States.</p><p>Among them, on the day before Christmas, United Airlines alone canceled more than 180 flights, accounting for about 9% of its total planned flights, and about 111 flights were cancelled on Christmas Day; Delta Air Lines, another major U.S. carrier, canceled 163 flights on Friday, about 8% of its original plan, and another 140 on Saturday.</p><p>United's announcement on Thursday said that this week, the number of Omicron infections generally increased across the United States, which had a direct impact on the company's flight staff and operations staff, so it had to cancel some flights.</p><p>Some airlines expect hundreds more flights to be cancelled on Sunday. Delta expects more than 300 flights to be canceled on Dec. 26.</p><p>At the same time, the American cruise industry has frequently received \"terror\" bad news. Last Thursday, local time, the cruise company Royal Caribbean said that the company's \"Ocean Odyssey\" found 55 positive cases of COVID-19 a few days after sailing from Fort Lauderdale, Florida, USA. Therefore, the cruise ship was refused entry by two islands, Curacao and Aruba, the Netherlands.</p><p>It is worth noting that these 55 confirmed cases of COVID-19 have all been vaccinated before. At present, most of the confirmed cases have only mild symptoms or no symptoms at all. The Odyssey of the Seas can accommodate up to 5,500 tourists and a crew of 1,600. This means that the number of positives accounts for 1.1% of the total number of people on board.</p><p>The cruise ship Odyssey of the Seas has been at sea since it was denied entry, and the ship is scheduled to return to the United States on Dec. 26.</p><p><b>This is not the first \"terror cruise ship\" in the United States. According to data from the U.S. Centers for Disease Control and Prevention, as of last Monday, 40 cruise ships operating in U.S. waters had COVID-19 cases. Carnival, Norwegian and Royal Caribbean all have operating ships featured on the list, though the list has far more Royal Caribbean cruises than its competitors, with a total of 19 reported Covid cases.</b></p><p>COVID-19 specific drug production capacity is in short supply</p><p>The fierce epidemic is putting tremendous pressure on the medical systems in Europe and the United States, so the specific drug for COVID-19 is particularly important.</p><p>Up to now, Pfizer's Paxlovid pill and Merck's molnupiravir have obtained emergency use authorization from the U.S. Food and Drug Administration (FDA).</p><p>In early November, Pfizer announced the therapeutic effect data of its COVID-19 oral specific drug. Patients treated with Paxlovid had an 89% lower risk of hospitalization or death from any cause related to COVID-19, and there were no deaths in the treatment group, and Pfizer said that recent laboratory data show that Paxlovid is still effective against the Omicron strain.</p><p>In addition, the therapeutic effect data of Merck's COVID-19 oral drug shows that for infected people with mild to moderate symptoms, molnupiravir can reduce their risk of hospitalization or death by 30%.</p><p>At present, the U.S. government has ordered 10 million courses of Pfizer drugs, but due to production capacity, the first batch of specific drugs has only 65,000 courses of treatment. According to Bloomberg, the U.S. federal government will make distributions based on state populations next week. New York's 20 million residents will get 3,180 courses of drugs, while Wyoming, which has only 500,000 residents, will only get about 100 courses of drugs.</p><p>It is expected that by the end of January next year, the production of Paxlovid specific drugs will reach 265,000 courses of treatment, and 10 million orders will be completed by July. In addition, at the end of January, 3 million courses of Merck's molnupiravir anti-COVID-19 drug ordered by the United States will also arrive.</p><p>Deutsche Bank's research arm believes that the biggest game-changer in 2022 could be anti-COVID oral drugs, which are expected to reduce hospitalizations and deaths.</p><p>In addition to oral medications, the scope of therapies is also expanding. For example, the U.S. Coronavirus Treatment Acceleration Program is supporting a range of therapies under development, such as antiviral pills, neutralizing antibodies, and immunomodulators that reduce the immune response to the virus and prevent the virus from entering an out-of-control state.<img src=\"https://static.tigerbbs.com/b33d284ab3865b0a84195d7412d26d83\" tg-width=\"863\" tg-height=\"636\" referrerpolicy=\"no-referrer\">At the same time, Deutsche Bank believes that the global production of COVID-19 vaccines will also accelerate in 2022. Production of the Pfizer vaccine is expected to increase by a third to 4 billion doses, and Moderna will also increase supply. A large percentage of these vaccines are likely to go to developing countries. Additionally, rolling out the vaccine to younger populations will push countries closer to herd immunity, with many countries having approved COVID vaccines for children.</p><p>Deutsche Bank believes that there are still risks with the new variants, and the arrival of Omicron once again proves this point. However, in the medium term, history shows that many viruses can become less dangerous over time, which is what happened in the Spanish Flu of 1918. With the advantages of modern medicine and the range of treatments being developed, it is believed that humans will eventually defeat this virus as well.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bc9b109321a5f94e397d79a7ec6f9a0","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134513547","content_text":"疫情下的圣诞节，显得格外危险。\n最严重的仍然是英国，单日确诊数量已超过12万例，再创历史新高，感染奥密克戎毒株的确诊病例已达到2.3万；法国的情况也不容乐观，12月25日的确诊数超过10万例，是疫情暴发以来的第一次；另外，意大利的确诊病例数也“爆表”，25日新增确诊病例数超过5万，已连续3天刷新历史纪录。美国疫情形式也非常严峻，截至12月22日，全美50州都已经发现了“奥密克戎”毒株感染病例。\n肆虐的疫情，对航空旅游业的扰动一直存在，奥密克戎毒株的迅速扩散，更加剧了这种负面冲击。据数据显示，圣诞前夜、圣诞当天，全球范围内，航空公司合计取消超过3000航班；另外，美国邮轮业也频频传来“恐怖”噩耗，多艘邮轮出现了确诊病例。\n在此背景下，新冠特效药显得尤为重要。截至目前，辉瑞旗下的Paxlovid药丸、默沙东旗下的molnupiravir均获得了美国食品和药物管理局（FDA）的紧急使用授权。但由于产能原因，首批辉瑞的新冠特效药只有65000个疗程，已全部被抢光，美国联邦政府本周将基于各州人口来进行分配。\n欧美疫情彻底“爆表”\n刚刚过去的圣诞节，欧洲、美国的奥密克戎疫情仍在肆虐。\n首先来看英国，因圣诞假期，官方最新公布的疫情数据为12月24日，英国当日新增新冠阳性122186例，再创历史新高，新增新冠死亡137人；累计新冠阳性11891292例，累计新冠死亡147857人。\n截至12月24日的24小时内，英国新增23719例感染奥密克戎毒株的病例，全国累计感染奥密克戎毒株的确诊病例总数为114625例。\n面对不断增长的确诊病例数，英国政府愈发紧张。据英媒最新报道，英国首相鲍里斯将在周一（12月27日）对奥密克戎毒株的最新数据进行审查，预计最快下周一在英格兰地区出台最新的防疫限制措施。\n与此同时，英国政府科学家们借助模型预测，更严格的防疫措施可能需要持续实施至明年3月底才会有效。\n法国的情况也不容乐观，据官方数据显示，法国25日单日新增新冠肺炎确诊病例104611例，自疫情暴发以来单日新增确诊病例首次超过10万。法国卫生部长韦朗表示，奥密克戎毒株在今年年底节假日期间将成为在法国流行的主要毒株。\n另外，意大利的确诊病例数也“爆表”，意大利卫生部25日公布的统计数据显示，过去24小时，该国新增新冠肺炎确诊病例数超过5万，达到54762例，连续三天创下疫情暴发以来日增病例数最高纪录，在12月17日到23日的一周时间里，意大利新增确诊病例数较上一周增长42.3%。目前来看，欧洲的抗疫计划仍面临较大的困难。美国疫情形式也非常严峻，截至12月22日，在全美50多个州都已经发现了“奥密克戎”毒株感染病例。据统计，过去一周，美国平均每日新增病例数上升了45%，达到17.9万例。\n美国有线电视新闻网报道称，随着奥密克戎变异株在美国蔓延，目前美国的新冠肺炎感染率已经超过了夏季德尔塔毒株感染高峰时期。\n据美国华盛顿大学的一项新分析显示，全美奥密克戎毒株感染病例激增，照此趋势扩散下去，在明年1月底将达到大规模感染浪潮的顶峰，届时美国日增确诊病例数将会突破40万，而这一数值将远超2020年冬天高峰期每日25万的确诊病例数。\n根据美国卫生与公众服务部的数据，截至24日，超过6.9万名美国人因新冠肺炎住院。与前一周相比，过去一周有12个州的新冠肺炎住院人数至少增加了10%。卫生专家警告，奥密克戎变异株可能会使美国医疗系统不堪重负。\n3000航班被取消，“恐怖邮轮”再现\n肆虐的疫情，对航空旅游业的扰动一直存在，奥密克戎的迅速扩散，更加剧了这种负面冲击。\n每年的圣诞节，历来都是美国航空、旅游业难得的旺季，但因为新冠疫情的威胁，全球航空公司不得不大量取消原计划的客运飞行计划。\n据航班信息跟踪网站FlightAware显示，圣诞前夜、圣诞当天，全球范围内，航空公司合计取消超过3000航班，其中约20%是出入美国的航班。\n其中，圣诞前日，仅美联航一家公司就取消了超过180个航班，约占其计划航班总数的9%，圣诞节当天又有约111个航班被取消；另一大美国航空公司达美航空周五取消了163个航班，约占原计划的8%，周六又取消了140个。\n美联航周四的公告称，本周，奥密克戎感染病例在美国全国普遍增长，这对该司航班工作人员和运营人员造成直接影响，因此不得不取消部分航班。\n有航空公司预计，周日还会有数百趟航班被取消。达美航空预计，12月26日将有超过300趟航班被取消。\n与此同时，美国邮轮业也频频传来“恐怖”噩耗。当地时间上周四，邮轮公司皇家加勒比表示，公司旗下“海洋奥德赛”号在从美国佛州劳德代尔堡启航几天后，发现55名新冠阳性病例，邮轮因此被荷属库拉索、荷属阿鲁巴两个海岛拒绝入境。\n值得注意的是，这55名新冠确诊病例此前已经全部接种了疫苗。目前确诊病例大部分只有轻微症状，或根本无症状。“海洋奥德赛”号最多可容纳5500名游客和1600名船员。这意味着，阳性人数占船上总人数的1.1%。\n由于被拒绝入境，海洋奥德赛号邮轮一直停留在海上，该邮轮计划在12月26日返回美国。\n而这已不是美国第一艘“恐怖邮轮”，美国疾病控制与预防中心数据显示，截至上周一，已有40艘在美国海域运营的邮轮出现了新冠病例。嘉年华、诺唯真和皇家加勒比都有运营中的邮轮出现在该名单上，不过名单上的皇家加勒比邮轮数量远远超过其竞争对手，共有19艘报告了新冠病例。\n新冠特效药产能告急\n凶猛的疫情正在令欧洲、美国医疗系统承受着巨大的压力，因此新冠特效药显得尤为重要。\n截止目前，辉瑞旗下的Paxlovid药丸、默沙东旗下的molnupiravir均获得了美国食品和药物管理局（FDA）的紧急使用授权。\n11月初，辉瑞公布了其新冠口服特效药的治疗效果数据，接受Paxlovid治疗的患者与COVID-19相关的住院或因任何原因死亡的风险降低了89%，治疗组没有死亡，且辉瑞表示，最近的实验室数据表明，Paxlovid对奥密克戎毒株依然有效。\n另外，默沙东的新冠口服特效药的治疗效果数据显示，对于患有轻度至中度症状的感染者，molnupiravir可以将他们住院或死亡的风险降低30%。\n目前，美国政府已经订购了1000万个疗程的辉瑞药物，但由于产能原因，首批特效药只有65000个疗程。据彭博社报道，美国联邦政府下周将基于各州人口来进行分配，纽约州2000万居民将获得3180个疗程的药品，而只有50万居民的怀俄明州只能获得大约100个疗程。\n预计到明年一月底，Paxlovid特效药产量将达到26.5万疗程，到7月将完成1000万的订购量。此外在一月底，美国订购的300万疗程的默沙东molnupiravir抗新冠药物也将到货。\n德意志银行研究部门认为，2022年最大的游戏规则改变者可能是抗新冠病毒口服药，有望减少住院和死亡人数。\n除了口服药外，疗法的范围也在扩大。例如，美国冠状病毒治疗加速计划正在支持一系列正在开发中的疗法，如抗病毒药丸、中和抗体以及免疫调节剂，这些调节剂可以降低对病毒的免疫反应，防止病毒进入失控的状态。同时，德银认为，2022年全球新冠疫苗的生产也将加快。辉瑞疫苗的产量预计将增加三分之一至40亿剂，莫德纳也将增加供应。这些疫苗中的很大一部分可能会发往发展中国家。此外，将疫苗推广到更年轻的人群将推动国家更接近群体免疫，许多国家已批准了针对儿童的新冠疫苗。\n德银认为，新的变种仍然存在风险，奥密克戎的到来再次证明了这一点。然而，从中期来看，历史表明，许多病毒会随着时间的推移变得不那么危险，这是1918年西班牙流感时所发生的情况。有了现代医学的优势和正在开发的一系列治疗方法，相信人类最终也会战胜这一病毒。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000716577,"gmtCreate":1640306289141,"gmtModify":1676533515343,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GDX\">$黄金矿业ETF(Market Vectors)(GDX)$</a>gogogo","listText":"<a href=\"https://ttm.financial/S/GDX\">$黄金矿业ETF(Market Vectors)(GDX)$</a>gogogo","text":"$黄金矿业ETF(Market Vectors)(GDX)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000716577","repostId":"2193206128","repostType":4,"isVote":1,"tweetType":1,"viewCount":1591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000277550,"gmtCreate":1640223524205,"gmtModify":1676533509077,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Yue","listText":"Yue","text":"Yue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000277550","repostId":"2193113417","repostType":4,"repost":{"id":"2193113417","kind":"news","pubTimestamp":1640216577,"share":"https://ttm.financial/m/news/2193113417?lang=en_US&edition=fundamental","pubTime":"2021-12-23 07:42","market":"sh","language":"zh","title":"Novavax says its vaccine is widely immune to mutant viruses such as Omicron","url":"https://stock-news.laohu8.com/highlight/detail?id=2193113417","media":"华尔街见闻","summary":"美东时间22日周三美股盘后，美国生物科技公司诺瓦瓦克斯公布，初步试验数据显示，针对奥密克戎及其他目前传播的变异毒株，该公司研发的新冠病毒疫苗可以产生广泛的免疫作用。诺瓦瓦克斯称，在完成共计两针的该司疫苗注射六个月后，若接种者再打第三针加强针，对上述新冠变异病毒的免疫效果还会加强。公布试验发现后，诺瓦瓦克斯股价盘后先跳水，跌幅一度超过8%，而后转涨，涨幅曾超过3%。","content":"<p>Novavax also said that if the third vaccine booster shot is given, the immune effect against these new coronavirus variants will be strengthened. Its share price once fell by more than 8% after the market, and then turned up, with an increase of more than 3%. U.S. biotechnology companies after the U.S. stock market on Wednesday, the 22nd EST<a href=\"https://laohu8.com/S/NVAX\">Novavax, S.</a>Announced, preliminary test data show that the new coronavirus vaccine developed by the company can produce a wide range of immune effects against Omicron and other mutant strains currently circulating.</p><p>Novavax said that six months after completing a total of two shots of the division vaccine, if the vaccinated recipient takes a third booster shot, the immune effect against the above-mentioned new coronavirus variant will be strengthened. Gregory M. Glenn, president of research and development at Novavax, said in the announcement,</p><p>\"We are encouraged that the boosted (immune) response to all mutant viruses is relative to those (virus) -related high vaccine effects in our Phase III clinical trials. This means that (our COVID-19 vaccine) NVX-CoV2373 can play an important role in the current anti-epidemic process against new mutant viruses.\" The announcement also said that in view of the continuous evolution of the new coronavirus, it may be necessary to develop an Omicron vaccine. Novakx's Omicron vaccine will soon enter the manufacturing phase in compliance with Good Manufacturing Practices, with clinical studies expected to begin in the first quarter of next year.</p><p>After the announcement of the test findings, Novavax' share price first dived after the market, with a drop of more than 8% at one time, and then turned up, with an increase of more than 3%.</p><p><img src=\"https://static.tigerbbs.com/f3cf10bf95f8ce9a05ce0123b6643d02\" tg-width=\"1044\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p>","source":"sina_symbol","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>Novavax says its vaccine is widely immune to mutant viruses such as Omicron</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovavax says its vaccine is widely immune to mutant viruses such as Omicron\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-12-23 07:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Novavax also said that if the third vaccine booster shot is given, the immune effect against these new coronavirus variants will be strengthened. Its share price once fell by more than 8% after the market, and then turned up, with an increase of more than 3%. U.S. biotechnology companies after the U.S. stock market on Wednesday, the 22nd EST<a href=\"https://laohu8.com/S/NVAX\">Novavax, S.</a>Announced, preliminary test data show that the new coronavirus vaccine developed by the company can produce a wide range of immune effects against Omicron and other mutant strains currently circulating.</p><p>Novavax said that six months after completing a total of two shots of the division vaccine, if the vaccinated recipient takes a third booster shot, the immune effect against the above-mentioned new coronavirus variant will be strengthened. Gregory M. Glenn, president of research and development at Novavax, said in the announcement,</p><p>\"We are encouraged that the boosted (immune) response to all mutant viruses is relative to those (virus) -related high vaccine effects in our Phase III clinical trials. This means that (our COVID-19 vaccine) NVX-CoV2373 can play an important role in the current anti-epidemic process against new mutant viruses.\" The announcement also said that in view of the continuous evolution of the new coronavirus, it may be necessary to develop an Omicron vaccine. Novakx's Omicron vaccine will soon enter the manufacturing phase in compliance with Good Manufacturing Practices, with clinical studies expected to begin in the first quarter of next year.</p><p>After the announcement of the test findings, Novavax' share price first dived after the market, with a drop of more than 8% at one time, and then turned up, with an increase of more than 3%.</p><p><img src=\"https://static.tigerbbs.com/f3cf10bf95f8ce9a05ce0123b6643d02\" tg-width=\"1044\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-23/doc-ikyakumx5795088.shtml\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-23/doc-ikyakumx5795088.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193113417","content_text":"诺瓦瓦克斯还称，若再打第三针疫苗加强针，对这些新冠变异病毒的免疫效果会加强。其股价盘后先一度跌超8%，而后转涨，涨幅曾超过3%。\n\n美东时间22日周三美股盘后，美国生物科技公司诺瓦瓦克斯公布，初步试验数据显示，针对奥密克戎及其他目前传播的变异毒株，该公司研发的新冠病毒疫苗可以产生广泛的免疫作用。\n诺瓦瓦克斯称，在完成共计两针的该司疫苗注射六个月后，若接种者再打第三针加强针，对上述新冠变异病毒的免疫效果还会加强。诺瓦瓦克斯的研发总裁Gregory M． Glenn在公告中表示，\n\n “让我们感到鼓舞的是，对所有变异病毒的加强（免疫）反应是相对我们第三期临床试验中那些（病毒）相关的高疫苗效果而言的。这意味着，（我司新冠疫苗）NVX-CoV2373可以在当前对新变异病毒的抗疫过程中发挥重要作用。”\n\n公告还称，鉴于新冠病毒在持续演化，研发一种奥密克戎的疫苗可能是必要的。诺瓦克克斯的奥密克戎疫苗将很快进入遵守生产质量管理规范的生产阶段，预计明年第一季度开始进行临床研究。\n公布试验发现后，诺瓦瓦克斯股价盘后先跳水，跌幅一度超过8%，而后转涨，涨幅曾超过3%。","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000657959,"gmtCreate":1640175239721,"gmtModify":1676533504865,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"htmlText":"Yue","listText":"Yue","text":"Yue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000657959","repostId":"1143584906","repostType":4,"repost":{"id":"1143584906","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1640174423,"share":"https://ttm.financial/m/news/1143584906?lang=en_US&edition=fundamental","pubTime":"2021-12-22 20:00","market":"sh","language":"zh","title":"One hundred billion tracks welcome the policy outlet again, and one picture understands the network security industry chain!","url":"https://stock-news.laohu8.com/highlight/detail?id=1143584906","media":"Wind万得","summary":"12月22日，网络安全板块盘中上涨，截止收盘涨幅达到0.85%，盘中太极股份、中孚信息、安恒信息等出现拉升。消息面上，上海市经信委介绍，上海发布网络安全产业3年行动计划，支持网络安全业务在沪运营，带动","content":"<p>On December 22nd, the cybersecurity sector rose intraday, with a gain of 0.85% as of the close.<a href=\"https://laohu8.com/S/002368\">Taiji Shares</a>、<a href=\"https://laohu8.com/S/300659\">Zhongfu Information</a>、<a href=\"https://laohu8.com/S/688023\">Anheng Information</a>Wait for a pull up. On the news, Shanghai Economic and Information Commission introduced that Shanghai released a three-year action plan for the network security industry to support the operation of network security business in Shanghai and drive the development of the industrial chain.</p><p><b>Shanghai Releases Network Security Action Plan, Doubling the Scale of Target Industries by Over 25 Billion Yuan</b></p><p>On December 21st, Shanghai Economic and Information Technology Commission and other departments jointly issued the Action Plan for Building an Innovation Highland of Cyber Security Industry in Shanghai (2021-2023), aiming to promote the transformation and upgrading of technical services, continuously deepen the opening guidance of scenario demand, focus on building collaborative innovation carrier support, and make every effort to build an industrial ecological system.</p><p>The plan points out that by 2023, the scale of the city's network security industry will double by more than 25 billion yuan, with a compound annual growth rate of more than 25%, and the national industrial scale will account for more than 10%. 10 leading enterprises in the industry will be cultivated, and related industries will grow by more than 250 billion yuan, basically building an industrial innovation highland with national influence.</p><p>At the same time, it will also focus on next-generation communication security, data security, cloud computing security, biometric security, vulnerabilities<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Governance and other fields, carry out research on core technologies of network security. Promote the integration and application of new technologies such as cloud computing, big data, artificial intelligence, blockchain and quantum computing in the field of network security. Accelerate technological research and development innovation in key areas. Lead the innovation direction of network security services and improve the network security service format system.</p><p><b>Rapid development of network security industry, a glance at the industrial chain</b></p><p>Network information security is a comprehensive subject involving computer science, network technology, communication technology, cryptography, information security technology, applied mathematics, number theory, information theory and so on. It mainly means that the hardware, software and data in the network system are protected from accidental or malicious reasons and are destroyed, changed or leaked, the system runs continuously, reliably and normally, and the network service is uninterrupted.</p><p>From the perspective of industrial development, network information security has experienced the era of communication encryption, stand-alone machine era, information era, and now digital era.<a href=\"https://laohu8.com/S/601456\">Guolian Securities</a>It said that the network security industry used to be dominated by compliance requirements, but now, with network protection actions and increasingly serious network attacks, the industry requirements have shifted from compliance requirements to actual defense requirements.</p><p>According to Ping An Securities, the online and cloud speed-up makes the security boundary more blurry; The development of industrial Internet and intelligent manufacturing has also continuously exposed security risks in the field of industrial control; Data assets brought by industrial digitalization are accumulating rapidly, and the focus of security protection is also migrating to data security. At the same time, domestic network security supervision has been further tightened, and network security laws, regulations and industry standards are being intensively introduced, especially for the protection of new security areas, such as data security and Internet of Vehicles security, which are more strict. The domestic network security industry is also adapting to changes, accelerating investment in technology research and development, and developing new security fields, and the high prosperity development will continue.</p><p><b>Combing the network security industry chain:</b></p><p>Upstream: basic hardware, basic software, basic capabilities, etc. It mainly covers operating systems, chips, algorithms, etc. The upstream is relatively mature, and the products are updated quickly, mainly by mature global manufacturers.</p><p>Midstream: Information security products and services. It mainly covers security equipment, security software, security services, security integration, etc. There are many midstream sub-industries, and the competitive landscape is relatively fragmented.</p><p>Downstream: Service objects and application domains. The service objects are mainly the government, enterprises and individuals; The application areas mainly cover cloud computing, Internet of Things, etc. The downstream is more affected by policies and demand.</p><p><img src=\"https://static.tigerbbs.com/1686bd1b34de754e71d9e5ebe6448ed7\" tg-width=\"796\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>Nearly 20% of net security enterprises have doubled their net profit, and industrial concentration is expected to increase</b></p><p>According to Wind data, in terms of market value, there are 39 listed companies in the A-share market that belong to the concept of network security, of which 19 have a market value of over 10 billion, accounting for 48.72%. There are 4 listed companies with a market value of over 50 billion in the industry, namely<a href=\"https://laohu8.com/S/601360\">360</a>、<a href=\"https://laohu8.com/S/300454\">Sangfor</a>、<a href=\"https://laohu8.com/S/600845\">Baoxin Software</a>And<a href=\"https://laohu8.com/S/688561\">Qi Anxin</a>-U, of which 360 ranked first with a total market value of 88.531 billion yuan,<a href=\"https://laohu8.com/S/000977\">Inspur Information</a>、<a href=\"https://laohu8.com/S/002268\">Weishitong</a>、<a href=\"https://laohu8.com/S/000066\">Great Wall of China</a>、<a href=\"https://laohu8.com/S/002439\">Venus Star</a>、<a href=\"https://laohu8.com/S/002212\">Tianrongxin</a>The market value of 15 listed companies exceeds 10 billion.</p><p>From the perspective of performance, there were 20 companies whose net profit attributable to the parent increased in the first three quarters of this year, accounting for 51.28%. Among them, there are 7 listed companies whose net profit attributable to the parent has doubled, accounting for 17.95%, respectively.<a href=\"https://laohu8.com/S/300077\">National Technology</a>、<a href=\"https://laohu8.com/S/688168\">Anbotong</a>、<a href=\"https://laohu8.com/S/300379\">Dongfangtong</a>China Great Wall, Inspur Information, Guardian,<a href=\"https://laohu8.com/S/688201\">Principal Century</a>。 Among them, the growth rate of National Technology's net profit attributable to the parent in the first three quarters of this year reached 1512.94%, ranking first.</p><p>From the perspective of revenue performance, there are 16 listed companies with operating income exceeding 1 billion in the first three quarters of this year, accounting for 41.03%. There are three companies with revenue exceeding 10 billion, namely Inspur Information,<a href=\"https://laohu8.com/S/600498\">FiberHome Communications</a>And the Great Wall of China, among which Inspur Information's operating income in the first three quarters of this year reached 46.247 billion yuan, ranking first.</p><p><b>TOP15 market capitalization of listed companies with cyber security concept:</b></p><p><img src=\"https://static.tigerbbs.com/d789f741c094abe2db69322282355472\" tg-width=\"796\" tg-height=\"978\" referrerpolicy=\"no-referrer\"></p><p>According to Wind statistics, the main security business revenue of listed companies in China's network security industry performed brightly in 2020, with five enterprises having a security business revenue exceeding 2 billion yuan, among which Qi Anxin-U achieved a security business revenue of 4.154 billion yuan in 2020, and Venus Star, Sangfor, Tianrongxin and Weishitong achieved a security business revenue of 3.647 billion yuan, 3.349 billion yuan, 2.828 billion yuan and 2.384 billion yuan respectively in 2020.</p><p>In terms of the revenue growth rate of security business, Zhongfu Information's security business achieved 64.61% growth in 2020, ranking first, followed by Anheng Information, Qi'anxin-U,<a href=\"https://laohu8.com/S/300369\">NSFOCUS Technology</a>The growth rate of security business exceeded 20%, representing 40.14%, 31.89% and 20.89% respectively.</p><p>With the rapid growth of the network security service market in the future, the market share of leading manufacturers with first-mover advantages and service experience is expected to further increase.</p><p><a href=\"https://laohu8.com/S/01456\">Guolian Securities</a>Said that in the past, the cybersecurity industry had a small market size, fierce competition, low industry concentration, and generally high marketing expenses of listed companies, so its financial performance was generally average. In recent years, network security has risen to a national strategy, and the actual demand has increased the concentration of the industry. New technologies and new scenarios have given rise to new demands for network security, promoting the rapid development and concentration of the industry.</p><p><b>TOP10 security business revenue of listed companies with network security concept in 2020:</b></p><p><img src=\"https://static.tigerbbs.com/1cfffc41b251f55786b1ae945bc908b8\" tg-width=\"796\" tg-height=\"970\" referrerpolicy=\"no-referrer\"></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>One hundred billion tracks welcome the policy outlet again, and one picture understands the network security industry chain!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOne hundred billion tracks welcome the policy outlet again, and one picture understands the network security industry chain!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-12-22 20:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On December 22nd, the cybersecurity sector rose intraday, with a gain of 0.85% as of the close.<a href=\"https://laohu8.com/S/002368\">Taiji Shares</a>、<a href=\"https://laohu8.com/S/300659\">Zhongfu Information</a>、<a href=\"https://laohu8.com/S/688023\">Anheng Information</a>Wait for a pull up. On the news, Shanghai Economic and Information Commission introduced that Shanghai released a three-year action plan for the network security industry to support the operation of network security business in Shanghai and drive the development of the industrial chain.</p><p><b>Shanghai Releases Network Security Action Plan, Doubling the Scale of Target Industries by Over 25 Billion Yuan</b></p><p>On December 21st, Shanghai Economic and Information Technology Commission and other departments jointly issued the Action Plan for Building an Innovation Highland of Cyber Security Industry in Shanghai (2021-2023), aiming to promote the transformation and upgrading of technical services, continuously deepen the opening guidance of scenario demand, focus on building collaborative innovation carrier support, and make every effort to build an industrial ecological system.</p><p>The plan points out that by 2023, the scale of the city's network security industry will double by more than 25 billion yuan, with a compound annual growth rate of more than 25%, and the national industrial scale will account for more than 10%. 10 leading enterprises in the industry will be cultivated, and related industries will grow by more than 250 billion yuan, basically building an industrial innovation highland with national influence.</p><p>At the same time, it will also focus on next-generation communication security, data security, cloud computing security, biometric security, vulnerabilities<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Governance and other fields, carry out research on core technologies of network security. Promote the integration and application of new technologies such as cloud computing, big data, artificial intelligence, blockchain and quantum computing in the field of network security. Accelerate technological research and development innovation in key areas. Lead the innovation direction of network security services and improve the network security service format system.</p><p><b>Rapid development of network security industry, a glance at the industrial chain</b></p><p>Network information security is a comprehensive subject involving computer science, network technology, communication technology, cryptography, information security technology, applied mathematics, number theory, information theory and so on. It mainly means that the hardware, software and data in the network system are protected from accidental or malicious reasons and are destroyed, changed or leaked, the system runs continuously, reliably and normally, and the network service is uninterrupted.</p><p>From the perspective of industrial development, network information security has experienced the era of communication encryption, stand-alone machine era, information era, and now digital era.<a href=\"https://laohu8.com/S/601456\">Guolian Securities</a>It said that the network security industry used to be dominated by compliance requirements, but now, with network protection actions and increasingly serious network attacks, the industry requirements have shifted from compliance requirements to actual defense requirements.</p><p>According to Ping An Securities, the online and cloud speed-up makes the security boundary more blurry; The development of industrial Internet and intelligent manufacturing has also continuously exposed security risks in the field of industrial control; Data assets brought by industrial digitalization are accumulating rapidly, and the focus of security protection is also migrating to data security. At the same time, domestic network security supervision has been further tightened, and network security laws, regulations and industry standards are being intensively introduced, especially for the protection of new security areas, such as data security and Internet of Vehicles security, which are more strict. The domestic network security industry is also adapting to changes, accelerating investment in technology research and development, and developing new security fields, and the high prosperity development will continue.</p><p><b>Combing the network security industry chain:</b></p><p>Upstream: basic hardware, basic software, basic capabilities, etc. It mainly covers operating systems, chips, algorithms, etc. The upstream is relatively mature, and the products are updated quickly, mainly by mature global manufacturers.</p><p>Midstream: Information security products and services. It mainly covers security equipment, security software, security services, security integration, etc. There are many midstream sub-industries, and the competitive landscape is relatively fragmented.</p><p>Downstream: Service objects and application domains. The service objects are mainly the government, enterprises and individuals; The application areas mainly cover cloud computing, Internet of Things, etc. The downstream is more affected by policies and demand.</p><p><img src=\"https://static.tigerbbs.com/1686bd1b34de754e71d9e5ebe6448ed7\" tg-width=\"796\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>Nearly 20% of net security enterprises have doubled their net profit, and industrial concentration is expected to increase</b></p><p>According to Wind data, in terms of market value, there are 39 listed companies in the A-share market that belong to the concept of network security, of which 19 have a market value of over 10 billion, accounting for 48.72%. There are 4 listed companies with a market value of over 50 billion in the industry, namely<a href=\"https://laohu8.com/S/601360\">360</a>、<a href=\"https://laohu8.com/S/300454\">Sangfor</a>、<a href=\"https://laohu8.com/S/600845\">Baoxin Software</a>And<a href=\"https://laohu8.com/S/688561\">Qi Anxin</a>-U, of which 360 ranked first with a total market value of 88.531 billion yuan,<a href=\"https://laohu8.com/S/000977\">Inspur Information</a>、<a href=\"https://laohu8.com/S/002268\">Weishitong</a>、<a href=\"https://laohu8.com/S/000066\">Great Wall of China</a>、<a href=\"https://laohu8.com/S/002439\">Venus Star</a>、<a href=\"https://laohu8.com/S/002212\">Tianrongxin</a>The market value of 15 listed companies exceeds 10 billion.</p><p>From the perspective of performance, there were 20 companies whose net profit attributable to the parent increased in the first three quarters of this year, accounting for 51.28%. Among them, there are 7 listed companies whose net profit attributable to the parent has doubled, accounting for 17.95%, respectively.<a href=\"https://laohu8.com/S/300077\">National Technology</a>、<a href=\"https://laohu8.com/S/688168\">Anbotong</a>、<a href=\"https://laohu8.com/S/300379\">Dongfangtong</a>China Great Wall, Inspur Information, Guardian,<a href=\"https://laohu8.com/S/688201\">Principal Century</a>。 Among them, the growth rate of National Technology's net profit attributable to the parent in the first three quarters of this year reached 1512.94%, ranking first.</p><p>From the perspective of revenue performance, there are 16 listed companies with operating income exceeding 1 billion in the first three quarters of this year, accounting for 41.03%. There are three companies with revenue exceeding 10 billion, namely Inspur Information,<a href=\"https://laohu8.com/S/600498\">FiberHome Communications</a>And the Great Wall of China, among which Inspur Information's operating income in the first three quarters of this year reached 46.247 billion yuan, ranking first.</p><p><b>TOP15 market capitalization of listed companies with cyber security concept:</b></p><p><img src=\"https://static.tigerbbs.com/d789f741c094abe2db69322282355472\" tg-width=\"796\" tg-height=\"978\" referrerpolicy=\"no-referrer\"></p><p>According to Wind statistics, the main security business revenue of listed companies in China's network security industry performed brightly in 2020, with five enterprises having a security business revenue exceeding 2 billion yuan, among which Qi Anxin-U achieved a security business revenue of 4.154 billion yuan in 2020, and Venus Star, Sangfor, Tianrongxin and Weishitong achieved a security business revenue of 3.647 billion yuan, 3.349 billion yuan, 2.828 billion yuan and 2.384 billion yuan respectively in 2020.</p><p>In terms of the revenue growth rate of security business, Zhongfu Information's security business achieved 64.61% growth in 2020, ranking first, followed by Anheng Information, Qi'anxin-U,<a href=\"https://laohu8.com/S/300369\">NSFOCUS Technology</a>The growth rate of security business exceeded 20%, representing 40.14%, 31.89% and 20.89% respectively.</p><p>With the rapid growth of the network security service market in the future, the market share of leading manufacturers with first-mover advantages and service experience is expected to further increase.</p><p><a href=\"https://laohu8.com/S/01456\">Guolian Securities</a>Said that in the past, the cybersecurity industry had a small market size, fierce competition, low industry concentration, and generally high marketing expenses of listed companies, so its financial performance was generally average. In recent years, network security has risen to a national strategy, and the actual demand has increased the concentration of the industry. New technologies and new scenarios have given rise to new demands for network security, promoting the rapid development and concentration of the industry.</p><p><b>TOP10 security business revenue of listed companies with network security concept in 2020:</b></p><p><img src=\"https://static.tigerbbs.com/1cfffc41b251f55786b1ae945bc908b8\" tg-width=\"796\" tg-height=\"970\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ead3f4cc9d676707db787b838860b72","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143584906","content_text":"12月22日，网络安全板块盘中上涨，截止收盘涨幅达到0.85%，盘中太极股份、中孚信息、安恒信息等出现拉升。消息面上，上海市经信委介绍，上海发布网络安全产业3年行动计划，支持网络安全业务在沪运营，带动产业链落地发展。\n上海发布网络安全行动计划，目标产业规模倍增超250亿元\n12月21日，上海市经济信息化委等部门联合印发《上海市建设网络安全产业创新高地行动计划（2021-2023年）》，旨在着力推动技术服务转型升级，持续深化场景需求开放引导，重点打造协同创新载体支撑，全力建设产业生态制度体系。\n计划指出，到2023年，本市网络安全产业规模倍增超250亿元，年复合增长率超过25%，全国产业规模占比超过10%，培育10家行业龙头企业，带动相关产业增长超过2500亿元，基本建成具有全国影响力的产业创新高地。\n同时还将围绕下一代通信安全、数据安全、云计算安全、生物识别安全、漏洞智能治理等领域，开展网络安全核心技术攻关。推进云计算、大数据、人工智能、区块链、量子计算等新技术在网络安全领域融合应用。加快重点领域技术研发创新。引领网络安全服务创新方向，完善网络安全服务业态体系。\n网络安全产业发展迅速，产业链一览\n网络信息安全是一门涉及计算机科学、网络技术、通信技术、密码技术、信息安全技术、应用数学、数论、信息论等多种学科的综合性学科。它主要是指网络系统的硬件、软件及其系统中的数据受到保护，不受偶然的或者恶意的原因而遭到破坏、更改、泄露，系统连续可靠正常地运行，网络服务不中断。\n从产业发展的角度来看，网络信息安全经历了通信加密时代、单机时代、信息化时代，到现在的数字化时代。国联证券表示，网络安全行业过去由合规性需求主导，到现在随着护网行动和日趋严重的网络攻击，促使行业需求从合规性需求向实战性防御需求转移。\n平安证券观点认为，线上化、云化提速让安全边界变得更为模糊；工业互联网和智能制造的发展也使得工控领域的安全风险持续暴露；产业数字化带来的数据资产快速积累，安全防护的重心也在向数据安全迁移。同时，国内网络安全监管进一步趋严，网络安全法律法规与行业标准正在密集出台，尤其是对新安全领域的防护，如数据安全、车联网安全等，要求更为严格。国内网络安全行业也正在顺应变化，加快技术研发投入，发力新安全领域，高景气发展将持续。\n网络安全产业链梳理：\n上游：基础硬件、基础软件、基础能力等。主要涵盖操作系统、芯片、算法等。上游相对成熟，产品更新快，以成熟的全球化厂商为主。\n中游：信息安全产品和服务。主要涵盖安全设备、安全软件、安全服务、安全集成等。中游细分行业较多，竞争格局相对分散。\n下游：服务对象和应用领域。服务对象主要为政府、企业、个人；应用领域主要涵盖云计算、物联网等。下游受政策和需求驱动影响较多。\n\n近两成网安企业净利翻倍，产业集中度有望提升\n据Wind数据显示，从市值来看，A股市场属于网络安全概念的上市公司共有39家，其中市值超百亿的有19家，占比48.72%。行业中市值超500亿的有4家上市公司，分别为三六零、深信服、宝信软件和奇安信-U，其中三六零总市值达到885.31亿元居首，浪潮信息、卫士通、中国长城、启明星辰、天融信等15家上市公司市值过百亿。\n从业绩表现来看，今年前三季度归母净利润实现增长的有20家，占比51.28%。其中归母净利润实现翻倍的上市公司共有7家，占比17.95%，分别为国民技术、安博通、东方通、中国长城、浪潮信息、卫士通、信安世纪。其中国民技术今年前三季度归母净利润增速达1512.94%居首。\n从营收表现来看，今年前三季度营业收入超10亿的上市公司有16家，占比41.03%。营收超过百亿的有3家，分别为浪潮信息、烽火通信和中国长城，其中浪潮信息今年前三季度营业收入达到462.47亿元居首。\n网络安全概念上市公司市值TOP15：\n\n据Wind数据统计，我国网络安全行业上市公司2020年主要安全业务营收表现亮眼，有5家企业安全业务营收超20亿，其中奇安信-U在2020年实现安全业务营收41.54亿元，启明星辰、深信服、天融信、卫士通分别在2020年实现安全业务营收36.47亿元、33.49亿元、28.28亿元、23.84亿元。\n从安全业务营收增速来看，中孚信息的安全业务在2020年实现64.61%的增长居首，安恒信息、奇安信-U、绿盟科技的安全业务增速均超20%，分别为40.14%、31.89%、20.89%。\n未来随着网络安全服务市场的快速增长，具有先发优势和服务经验的头部厂商的市场份额有望进一步提升。\n国联证券表示，过去网络安全行业市场规模较小，竞争激烈，行业集中度较低，上市公司营销费用普遍很高，因此财务表现普遍一般。近年网络安全已经上升到国家战略，实战型需求提升行业集中度，新技术和新场景催生网络安全新需求，推动行业快速发展和集中度提升。\n网络安全概念上市公司2020年安全业务营收TOP10：","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":137924204,"gmtCreate":1622288514808,"gmtModify":1704182728040,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137924204","repostId":"1136357756","repostType":4,"repost":{"id":"1136357756","kind":"news","pubTimestamp":1622246389,"share":"https://ttm.financial/m/news/1136357756?lang=en_US&edition=fundamental","pubTime":"2021-05-29 07:59","market":"hk","language":"zh","title":"Global \"core\" shortage, why can Xiaomi go against the trend?","url":"https://stock-news.laohu8.com/highlight/detail?id=1136357756","media":"砺石商业评论","summary":"砺石导语：此次Redmi Note 10系列的发布，小米再次展现出其在供应链领域的优势，从而实现在最核心元器件芯片上的越级配置，这势必将进一步扩大其在智能手机行业的市场份额优势。已经进入正循环的小米，","content":"<p><b>Introduction to the stone sharpening:</b>With the release of the Redmi Note 10 series, Xiaomi once again showed its advantages in the supply chain field, thus realizing the leapfrog configuration on the core component chip, which is bound to further expand its presence in<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Market share advantage in the mobile phone industry. Xiaomi, which has entered a positive cycle, will bring what kind of surprises in the future, which is worth our continued expectation. 1</p><p>Since the second half of 2020, the global smartphone industry has entered a strange circle, that is, the prices of high-end mobile phones owned by many well-known manufacturers have increased sharply, while the mid-range mobile phones have secretly lowered their configurations privately, and some flagship mobile phones have been delayed in releasing. Behind this, the global intelligent hardware industry is encountering a severe \"chip shortage\" crisis.</p><p>The crisis is affecting not only the smartphone industry, but also industries such as automobiles, televisions and laptops. After systematically analyzing this crisis, Sharp Stone Business Review found that its root cause lies in the superposition of multiple factors.</p><p>First of all, smart phones have always been a big demand for chips, and at present, the smart phone industry is experiencing a shift from 4G mobile phones to 5G mobile phones. The number of chips required by 5G mobile phones is twice that of 4G mobile phones, which leads to a great increase in chip demand.</p><p>Secondly, starting in the second half of 2020, the sales of smart electric vehicles have generally experienced explosive growth worldwide. The intelligence and electrification of automobiles have also brought several times the demand for chips.</p><p>Thirdly, due to the demand of working from home brought by the outbreak of COVID-19, the sales of notebook computers blew out, contrary to the market downturn in previous years, which in turn led to the increase of chip demand. In addition, the large-scale popularization of IoT devices such as smart homes and smart wearable devices related to 5G has also increased the demand for chips.</p><p>While the demand for chips has increased greatly due to 5G mobile phones, smart electric vehicles, Internet of Things devices and notebook computers, on the supply side, chip manufacturers have reduced production capacity and delayed investment due to the outbreak of the epidemic, resulting in insufficient chip supply. In addition, to add insult to injury, heavy snow in Austin, USA, the fire at Renesas Electronics in Japan, and<a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a>The strikes have further exacerbated the supply shortage of chips.</p><p><b>On the one hand, there is a surge in the demand side, and on the other hand, there is a sharp decline in the supply side. This rise and fall has led to the chip shortage crisis that we see today and affects the whole industry.</b>It is reported that this global core shortage phenomenon will last for at least one year, of which it is expected to enter the most serious stage in the third quarter of this year. In this case, some smartphone manufacturers are forced to adopt measures such as the high-end price increase, mid-range reduction and flagship release delay mentioned above.</p><p>However, just recently, a smartphone company has bucked the trend. Not only did it not follow the similar methods of other friends, but on the contrary, it greatly improved the chip configuration of mobile phones of the same level while keeping the price unchanged. You know, in this chip crisis, the most serious shortage is high-end chips.</p><p>This enterprise is also somewhat surprising, because it is not another company, but Xiaomi Group, which has long been considered by the industry to have certain shortcomings in the field of hardware supply chain.</p><p>2</p><p>On May 26, 2021, Redmi, a brand of Xiaomi Group, held a new product launch conference with the theme of \"Flagship Core Little King Kong\" at its headquarters in Beijing, at which it officially released the Note 10 Pro and Note 10 5G mobile phones of Redmi Note 10 series. Among them, the 6+128GB version of Note 10 Pro starts at 1499 yuan, and the 4+128GB version of Redmi Note 10 starts at 999 yuan.</p><p><img src=\"https://static.tigerbbs.com/722eb9c4fc80519c292080890b50796f\" tg-width=\"1080\" tg-height=\"1440\" referrerpolicy=\"no-referrer\"></p><p>At such an affordable price, the product strength of Note 10 series is considerable. Especially in the field of chips that consumers are most concerned about, Redmi Note 10 Pro accidentally adopts Dimensity 1100 chip. Readers who are familiar with the chip field know that Dimensity 1100, alongside Dimensity 1200, is the latest 5G flagship chip released by MediaTek, a famous chip manufacturer, in 2021. It is mainly used in mid-to high-end smartphones above 2,000 yuan.</p><p>The Dimensity 1100 uses the same Dimensity 1200<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With 6nm process, as well as A78 large core and 8-core architecture, AnTuTu V9 has a running score of more than 690,000, nearly doubling its performance compared with the previous generation, and its running score performance exceeds<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The flagship chip Snapdragon 865 released last year is 32% higher than Qualcomm's mid-range Snapdragon 778 and 65% higher than Snapdragon 768G. This Note 10 Pro uses Dimensity 1100 chip, which is the first time that Xiaomi Group has equipped a flagship-level chip in the Redmi Note 10 series, which is positioned as a mid-range product, which can be called the strongest Note series mobile phone in history.</p><p>Although the starting price of Redmi Note 10 is only 999 yuan, it also uses 5G chips that support 5G +5G dual-card dual-standby in chip configuration. This time, Redmi has made 5G mobile phones below 1,000 yuan, which is the first time in the industry. This will greatly accelerate the popularization of 5G mobile phones in China, and will also force 4G mobile phones to completely withdraw from the market above 1,000 yuan.</p><p>In addition, on the day of the release of the Note 10 series, the Redmi brand also released the first thin and light Ryzen notebook of the RedmiBook Pro series-RedmiBook Pro 15 Ryzen Edition. It is equipped with the new \"Zen3\" architecture<a href=\"https://laohu8.com/S/AMD\">AMD</a>Ryzen 5000 series standard pressure processor, 7nm process, 8 cores and 16 threads, the processor can reach 45W full blood performance release, and has stronger performance and more extreme cost performance than friends' products at the same price. It can be called the most worthwhile large-screen thin Ryzen book in 5000 yuan segment.</p><p><img src=\"https://static.tigerbbs.com/d5e348187c69b09c92255d7d52819ab6\" tg-width=\"880\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p><p><b>Whether it is Note 10 Pro, Note 10 or RedmiBook Pro 15 Ryzen Edition, we all see that Redmi has adopted a leapfrog configuration compared with products in the same price range in the core chip field. So, when the chip shortage crisis invaded the whole intelligent hardware industry, why was Xiaomi Group able to go against the trend?</b></p><p>Lu Weibing, partner of Xiaomi Group, president of China and International Department, and general manager of Redmi brand, said at the press conference of \"Flagship Core Little King Kong\" that the shortage of chips will greatly test the values of an enterprise. \"Adhere to real materials, adhere to the popularization of high-end products, and adhere to the ultimate cost performance\" is the core value of Redmi brand. This value determines that Redmi brand will not reduce the chip configuration or raise the price due to short-term difficulties.</p><p><b>However, the author believes that adhering to values is one of the important reasons why Xiaomi has taken this move, but what is more fundamental is Xiaomi's shortcomings in the field of hardware supply chain in recent years and the improvement of systematic capabilities.</b>If Xiaomi does not have a strong control ability in the upstream supply chain, it is extremely difficult to improve the chip configuration and ensure the normal supply of ordinary chips without changing the pricing. Looking back at 2015-2016, Xiaomi had a huge product crisis and sales crisis because of the defects of supply chain capabilities.</p><p><b>Why has Xiaomi made such great progress in the hardware supply chain in just a few years?</b>The author believes that this stems from a profound reflection by Lei Jun, the founder of Xiaomi Group, who led Xiaomi's core team in 2016. At that time, he deeply realized that the essence of a smart phone is a mobile phone, and first of all, it must pass the basic skills of mobile phone hardware such as supply chain. This led Lei Jun to become the head of Xiaomi's mobile phone department and personally grasp the important measures of product research and development and supply chain construction.</p><p>In addition to Lei Jun's personal battle, Xiaomi Group also introduced Zhang Feng, who served as the general manager of Nanjing Yinghuada, one of Xiaomi's most important foundries in the early days, and he was directly responsible for the supply chain management of Xiaomi Group. The optimization of the core person in charge of the supply chain has become a key action to reverse the shortcomings of Xiaomi's supply chain. Zhang Feng also lived up to expectations, played well in solving the shortcomings of hardware supply chain, and thus became the core decision-making team of Xiaomi Group. At present, Zhang Feng not only serves as the vice president, chief of staff and chairman of Xiaomi Group's procurement committee, but also is selected as a partner member of Xiaomi Group.</p><p>In terms of specific supply chain improvement measures, Xiaomi Group has methodically carried out from three dimensions. First of all, taking quality as the entry point, Xiaomi replaced unqualified suppliers and chose to cooperate with more powerful suppliers. At the same time, Xiaomi Group has also set up a quality committee to invest full-time strength and huge costs to improve product quality.</p><p>Secondly, while ensuring the basic disk of product quality, Xiaomi continues to strengthen its close ties with suppliers and carry out joint research and development with higher coupling degree. For example, Xiaomi has set up the Chip Platform Department, which has been deeply involved in the joint research and development of Qualcomm, MTK and other suppliers since the product definition stage, which is why we have seen that Xiaomi Group has replaced<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Continue to obtain the first launch right of every generation of Qualcomm's flagship chips.</p><p>It is also worth mentioning that in addition to continuously obtaining the first right of Qualcomm's flagship chips, Xiaomi has also repeatedly obtained the first right of MediaTek chips. For example, the Redmi Note 8 series debuts the MediaTek Helio G90T liquid-cooled gaming core, and the Redmi 10X series debuts the MediaTek Dimensity 820 5G processor.</p><p>Finally, through forward-looking product planning, Xiaomi has been able to do not cut orders at will, which has given the upstream supply chain sufficient confidence and made them more willing to form a stable cooperative relationship with Xiaomi with a great sense of trust, thus ensuring the priority supply of Xiaomi in difficult times.</p><p>In addition, the improvement of Xiaomi's control ability in the supply chain field, in addition to the efforts in specific links of the supply chain, also benefits from the supplement of Xiaomi's shortcomings in other fields, the most important of which is the most balanced industry built by Xiaomi<a href=\"https://laohu8.com/S/300959\">Online and offline</a>Combination, a three-dimensional channel system combining domestic and overseas.</p><p>First of all, in overseas markets, Xiaomi Group has now entered more than 100 countries and regions around the world, among which smartphone shipments rank in the top five in 62 countries and regions around the world, making it the largest smartphone brand in 12 countries. Specifically, Xiaomi ranks first in Russia (32.1% market share), first in Spain (35.1% market share), second in Italy, and third in Germany and France. Overall, Xiaomi ranks first in Eastern Europe and third in Western Europe.</p><p>In the domestic market, online sales have always been Xiaomi's traditional advantage. Needless to say, with the opportunity of the rise of large shopping malls in various places, Xiaomi has taken advantage of its rich product portfolio to prospectively focus on channel layout in shopping malls, so that Xiaomi can overtake in corners offline.</p><p>It is reported that as of the morning of April 3, 2021, Xiaomi in Shenyang<a href=\"https://laohu8.com/S/000031\">Joy City</a>It has opened the 5,000th millet home in China. At the Redmi Note 9 series conference last year, Lu Weibing said that in the next year, Xiaomi Home would be opened to every county town, so as to speed up the sinking of the county market, so that every rice noodle would have a Xiaomi Home around it. And Lu Weibing also said that in 2021, Xiaomi Home will be spread all over every county in the country. Not long ago, Xiaomi announced that it had completed the coverage of Xiaomi homes in all counties in Jiangsu and Henan provinces. Next, all counties in more provinces will complete the full coverage of Xiaomi homes faster and faster.</p><p>In addition, following rapid progress in the county-level market, Xiaomi's new retail strategy has further accelerated and fully sunk into the township market. Lu Weibing also set a new goal at this press conference: to open 10,000 new authorized stores of Xiaomi Home townships, so that township users can enjoy high-quality and cost-effective millet products.</p><p>The three-dimensional channel system combining online and offline, domestic and overseas, fully ensures the stable shipment volume of Xiaomi Group. According to the 2020 financial report, Xiaomi's global mobile phone shipments reached 146 million units, ranking third in the world, and the sales of high-end smartphones have exceeded 10 million units. Large-scale and stable shipments have further won the confidence of upstream suppliers in cooperation with Xiaomi, and are willing to give priority to matching better supply chain resources for them.</p><p>3</p><p>With the improvement of Xiaomi Group's systemic capabilities in the fields of supply chain and channels, the stronger the Matthew effect is emerging in Xiaomi.</p><p>Just the day after the \"Flagship Core Little King Kong\" conference, Xiaomi released its first quarter financial report of 2021. According to the financial report, in the first quarter, the total revenue of Xiaomi Group reached 76.9 billion yuan, a year-on-year increase of 54.7%; Adjusted net profit was RMB6.1 billion, representing a year-on-year increase of 163.8%; Earnings per share were 0.302 yuan, much higher than the market expectation of 0.187 yuan and 0.089 yuan in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/fe675cc417bbad8f8ea34a9e82324396\" tg-width=\"1070\" tg-height=\"2344\" referrerpolicy=\"no-referrer\"></p><p>Among them, the basic disk business of smart phones is still the main force that contributes the most to Xiaomi Group's performance. In the first quarter of 2021, Xiaomi's global smartphone shipments increased by 69.1% year-on-year to 49.4 million units, and its global share has risen to 14.1%.</p><p>With the release of Redmi Note 10 series, Xiaomi once again showed its advantages in the supply chain field, thus realizing the leapfrog configuration on the core component chip, which is bound to further expand its market share advantage in the smartphone industry. Xiaomi, which has entered a positive cycle, will bring what kind of surprises in the future, which is worth our continued expectation.</p><p>----------------------------------------------------</p><p>Share good news with tiger friends. Tiger currently supports weekend orders! Pre-order is a value-added service provided by Tiger for users, which can support users to place orders in non-trading periods. At present, it supports three order types: stop-loss order, stop-loss limit order and limit order.</p><p>That is to say, users can place orders during the market closure period, such as weekends and other holidays, and the orders are saved by Tiger's trading system and automatically submitted to the exchange after the market opens.</p><p><a href=\"https://www.laohu8.com/post/131820269\" target=\"_blank\">Click for more information>>></a></p>","source":"lsy1571105524917","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>Global \"core\" shortage, why can Xiaomi go against the trend?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobal \"core\" shortage, why can Xiaomi go against the trend?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">砺石商业评论</strong><span class=\"h-time small\">2021-05-29 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Introduction to the stone sharpening:</b>With the release of the Redmi Note 10 series, Xiaomi once again showed its advantages in the supply chain field, thus realizing the leapfrog configuration on the core component chip, which is bound to further expand its presence in<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Market share advantage in the mobile phone industry. Xiaomi, which has entered a positive cycle, will bring what kind of surprises in the future, which is worth our continued expectation. 1</p><p>Since the second half of 2020, the global smartphone industry has entered a strange circle, that is, the prices of high-end mobile phones owned by many well-known manufacturers have increased sharply, while the mid-range mobile phones have secretly lowered their configurations privately, and some flagship mobile phones have been delayed in releasing. Behind this, the global intelligent hardware industry is encountering a severe \"chip shortage\" crisis.</p><p>The crisis is affecting not only the smartphone industry, but also industries such as automobiles, televisions and laptops. After systematically analyzing this crisis, Sharp Stone Business Review found that its root cause lies in the superposition of multiple factors.</p><p>First of all, smart phones have always been a big demand for chips, and at present, the smart phone industry is experiencing a shift from 4G mobile phones to 5G mobile phones. The number of chips required by 5G mobile phones is twice that of 4G mobile phones, which leads to a great increase in chip demand.</p><p>Secondly, starting in the second half of 2020, the sales of smart electric vehicles have generally experienced explosive growth worldwide. The intelligence and electrification of automobiles have also brought several times the demand for chips.</p><p>Thirdly, due to the demand of working from home brought by the outbreak of COVID-19, the sales of notebook computers blew out, contrary to the market downturn in previous years, which in turn led to the increase of chip demand. In addition, the large-scale popularization of IoT devices such as smart homes and smart wearable devices related to 5G has also increased the demand for chips.</p><p>While the demand for chips has increased greatly due to 5G mobile phones, smart electric vehicles, Internet of Things devices and notebook computers, on the supply side, chip manufacturers have reduced production capacity and delayed investment due to the outbreak of the epidemic, resulting in insufficient chip supply. In addition, to add insult to injury, heavy snow in Austin, USA, the fire at Renesas Electronics in Japan, and<a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a>The strikes have further exacerbated the supply shortage of chips.</p><p><b>On the one hand, there is a surge in the demand side, and on the other hand, there is a sharp decline in the supply side. This rise and fall has led to the chip shortage crisis that we see today and affects the whole industry.</b>It is reported that this global core shortage phenomenon will last for at least one year, of which it is expected to enter the most serious stage in the third quarter of this year. In this case, some smartphone manufacturers are forced to adopt measures such as the high-end price increase, mid-range reduction and flagship release delay mentioned above.</p><p>However, just recently, a smartphone company has bucked the trend. Not only did it not follow the similar methods of other friends, but on the contrary, it greatly improved the chip configuration of mobile phones of the same level while keeping the price unchanged. You know, in this chip crisis, the most serious shortage is high-end chips.</p><p>This enterprise is also somewhat surprising, because it is not another company, but Xiaomi Group, which has long been considered by the industry to have certain shortcomings in the field of hardware supply chain.</p><p>2</p><p>On May 26, 2021, Redmi, a brand of Xiaomi Group, held a new product launch conference with the theme of \"Flagship Core Little King Kong\" at its headquarters in Beijing, at which it officially released the Note 10 Pro and Note 10 5G mobile phones of Redmi Note 10 series. Among them, the 6+128GB version of Note 10 Pro starts at 1499 yuan, and the 4+128GB version of Redmi Note 10 starts at 999 yuan.</p><p><img src=\"https://static.tigerbbs.com/722eb9c4fc80519c292080890b50796f\" tg-width=\"1080\" tg-height=\"1440\" referrerpolicy=\"no-referrer\"></p><p>At such an affordable price, the product strength of Note 10 series is considerable. Especially in the field of chips that consumers are most concerned about, Redmi Note 10 Pro accidentally adopts Dimensity 1100 chip. Readers who are familiar with the chip field know that Dimensity 1100, alongside Dimensity 1200, is the latest 5G flagship chip released by MediaTek, a famous chip manufacturer, in 2021. It is mainly used in mid-to high-end smartphones above 2,000 yuan.</p><p>The Dimensity 1100 uses the same Dimensity 1200<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With 6nm process, as well as A78 large core and 8-core architecture, AnTuTu V9 has a running score of more than 690,000, nearly doubling its performance compared with the previous generation, and its running score performance exceeds<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The flagship chip Snapdragon 865 released last year is 32% higher than Qualcomm's mid-range Snapdragon 778 and 65% higher than Snapdragon 768G. This Note 10 Pro uses Dimensity 1100 chip, which is the first time that Xiaomi Group has equipped a flagship-level chip in the Redmi Note 10 series, which is positioned as a mid-range product, which can be called the strongest Note series mobile phone in history.</p><p>Although the starting price of Redmi Note 10 is only 999 yuan, it also uses 5G chips that support 5G +5G dual-card dual-standby in chip configuration. This time, Redmi has made 5G mobile phones below 1,000 yuan, which is the first time in the industry. This will greatly accelerate the popularization of 5G mobile phones in China, and will also force 4G mobile phones to completely withdraw from the market above 1,000 yuan.</p><p>In addition, on the day of the release of the Note 10 series, the Redmi brand also released the first thin and light Ryzen notebook of the RedmiBook Pro series-RedmiBook Pro 15 Ryzen Edition. It is equipped with the new \"Zen3\" architecture<a href=\"https://laohu8.com/S/AMD\">AMD</a>Ryzen 5000 series standard pressure processor, 7nm process, 8 cores and 16 threads, the processor can reach 45W full blood performance release, and has stronger performance and more extreme cost performance than friends' products at the same price. It can be called the most worthwhile large-screen thin Ryzen book in 5000 yuan segment.</p><p><img src=\"https://static.tigerbbs.com/d5e348187c69b09c92255d7d52819ab6\" tg-width=\"880\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p><p><b>Whether it is Note 10 Pro, Note 10 or RedmiBook Pro 15 Ryzen Edition, we all see that Redmi has adopted a leapfrog configuration compared with products in the same price range in the core chip field. So, when the chip shortage crisis invaded the whole intelligent hardware industry, why was Xiaomi Group able to go against the trend?</b></p><p>Lu Weibing, partner of Xiaomi Group, president of China and International Department, and general manager of Redmi brand, said at the press conference of \"Flagship Core Little King Kong\" that the shortage of chips will greatly test the values of an enterprise. \"Adhere to real materials, adhere to the popularization of high-end products, and adhere to the ultimate cost performance\" is the core value of Redmi brand. This value determines that Redmi brand will not reduce the chip configuration or raise the price due to short-term difficulties.</p><p><b>However, the author believes that adhering to values is one of the important reasons why Xiaomi has taken this move, but what is more fundamental is Xiaomi's shortcomings in the field of hardware supply chain in recent years and the improvement of systematic capabilities.</b>If Xiaomi does not have a strong control ability in the upstream supply chain, it is extremely difficult to improve the chip configuration and ensure the normal supply of ordinary chips without changing the pricing. Looking back at 2015-2016, Xiaomi had a huge product crisis and sales crisis because of the defects of supply chain capabilities.</p><p><b>Why has Xiaomi made such great progress in the hardware supply chain in just a few years?</b>The author believes that this stems from a profound reflection by Lei Jun, the founder of Xiaomi Group, who led Xiaomi's core team in 2016. At that time, he deeply realized that the essence of a smart phone is a mobile phone, and first of all, it must pass the basic skills of mobile phone hardware such as supply chain. This led Lei Jun to become the head of Xiaomi's mobile phone department and personally grasp the important measures of product research and development and supply chain construction.</p><p>In addition to Lei Jun's personal battle, Xiaomi Group also introduced Zhang Feng, who served as the general manager of Nanjing Yinghuada, one of Xiaomi's most important foundries in the early days, and he was directly responsible for the supply chain management of Xiaomi Group. The optimization of the core person in charge of the supply chain has become a key action to reverse the shortcomings of Xiaomi's supply chain. Zhang Feng also lived up to expectations, played well in solving the shortcomings of hardware supply chain, and thus became the core decision-making team of Xiaomi Group. At present, Zhang Feng not only serves as the vice president, chief of staff and chairman of Xiaomi Group's procurement committee, but also is selected as a partner member of Xiaomi Group.</p><p>In terms of specific supply chain improvement measures, Xiaomi Group has methodically carried out from three dimensions. First of all, taking quality as the entry point, Xiaomi replaced unqualified suppliers and chose to cooperate with more powerful suppliers. At the same time, Xiaomi Group has also set up a quality committee to invest full-time strength and huge costs to improve product quality.</p><p>Secondly, while ensuring the basic disk of product quality, Xiaomi continues to strengthen its close ties with suppliers and carry out joint research and development with higher coupling degree. For example, Xiaomi has set up the Chip Platform Department, which has been deeply involved in the joint research and development of Qualcomm, MTK and other suppliers since the product definition stage, which is why we have seen that Xiaomi Group has replaced<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Continue to obtain the first launch right of every generation of Qualcomm's flagship chips.</p><p>It is also worth mentioning that in addition to continuously obtaining the first right of Qualcomm's flagship chips, Xiaomi has also repeatedly obtained the first right of MediaTek chips. For example, the Redmi Note 8 series debuts the MediaTek Helio G90T liquid-cooled gaming core, and the Redmi 10X series debuts the MediaTek Dimensity 820 5G processor.</p><p>Finally, through forward-looking product planning, Xiaomi has been able to do not cut orders at will, which has given the upstream supply chain sufficient confidence and made them more willing to form a stable cooperative relationship with Xiaomi with a great sense of trust, thus ensuring the priority supply of Xiaomi in difficult times.</p><p>In addition, the improvement of Xiaomi's control ability in the supply chain field, in addition to the efforts in specific links of the supply chain, also benefits from the supplement of Xiaomi's shortcomings in other fields, the most important of which is the most balanced industry built by Xiaomi<a href=\"https://laohu8.com/S/300959\">Online and offline</a>Combination, a three-dimensional channel system combining domestic and overseas.</p><p>First of all, in overseas markets, Xiaomi Group has now entered more than 100 countries and regions around the world, among which smartphone shipments rank in the top five in 62 countries and regions around the world, making it the largest smartphone brand in 12 countries. Specifically, Xiaomi ranks first in Russia (32.1% market share), first in Spain (35.1% market share), second in Italy, and third in Germany and France. Overall, Xiaomi ranks first in Eastern Europe and third in Western Europe.</p><p>In the domestic market, online sales have always been Xiaomi's traditional advantage. Needless to say, with the opportunity of the rise of large shopping malls in various places, Xiaomi has taken advantage of its rich product portfolio to prospectively focus on channel layout in shopping malls, so that Xiaomi can overtake in corners offline.</p><p>It is reported that as of the morning of April 3, 2021, Xiaomi in Shenyang<a href=\"https://laohu8.com/S/000031\">Joy City</a>It has opened the 5,000th millet home in China. At the Redmi Note 9 series conference last year, Lu Weibing said that in the next year, Xiaomi Home would be opened to every county town, so as to speed up the sinking of the county market, so that every rice noodle would have a Xiaomi Home around it. And Lu Weibing also said that in 2021, Xiaomi Home will be spread all over every county in the country. Not long ago, Xiaomi announced that it had completed the coverage of Xiaomi homes in all counties in Jiangsu and Henan provinces. Next, all counties in more provinces will complete the full coverage of Xiaomi homes faster and faster.</p><p>In addition, following rapid progress in the county-level market, Xiaomi's new retail strategy has further accelerated and fully sunk into the township market. Lu Weibing also set a new goal at this press conference: to open 10,000 new authorized stores of Xiaomi Home townships, so that township users can enjoy high-quality and cost-effective millet products.</p><p>The three-dimensional channel system combining online and offline, domestic and overseas, fully ensures the stable shipment volume of Xiaomi Group. According to the 2020 financial report, Xiaomi's global mobile phone shipments reached 146 million units, ranking third in the world, and the sales of high-end smartphones have exceeded 10 million units. Large-scale and stable shipments have further won the confidence of upstream suppliers in cooperation with Xiaomi, and are willing to give priority to matching better supply chain resources for them.</p><p>3</p><p>With the improvement of Xiaomi Group's systemic capabilities in the fields of supply chain and channels, the stronger the Matthew effect is emerging in Xiaomi.</p><p>Just the day after the \"Flagship Core Little King Kong\" conference, Xiaomi released its first quarter financial report of 2021. According to the financial report, in the first quarter, the total revenue of Xiaomi Group reached 76.9 billion yuan, a year-on-year increase of 54.7%; Adjusted net profit was RMB6.1 billion, representing a year-on-year increase of 163.8%; Earnings per share were 0.302 yuan, much higher than the market expectation of 0.187 yuan and 0.089 yuan in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/fe675cc417bbad8f8ea34a9e82324396\" tg-width=\"1070\" tg-height=\"2344\" referrerpolicy=\"no-referrer\"></p><p>Among them, the basic disk business of smart phones is still the main force that contributes the most to Xiaomi Group's performance. In the first quarter of 2021, Xiaomi's global smartphone shipments increased by 69.1% year-on-year to 49.4 million units, and its global share has risen to 14.1%.</p><p>With the release of Redmi Note 10 series, Xiaomi once again showed its advantages in the supply chain field, thus realizing the leapfrog configuration on the core component chip, which is bound to further expand its market share advantage in the smartphone industry. Xiaomi, which has entered a positive cycle, will bring what kind of surprises in the future, which is worth our continued expectation.</p><p>----------------------------------------------------</p><p>Share good news with tiger friends. Tiger currently supports weekend orders! Pre-order is a value-added service provided by Tiger for users, which can support users to place orders in non-trading periods. At present, it supports three order types: stop-loss order, stop-loss limit order and limit order.</p><p>That is to say, users can place orders during the market closure period, such as weekends and other holidays, and the orders are saved by Tiger's trading system and automatically submitted to the exchange after the market opens.</p><p><a href=\"https://www.laohu8.com/post/131820269\" target=\"_blank\">Click for more information>>></a></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/vkzSbfWPnNNDyMx5j7qezw\">砺石商业评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68c4631119b178af4b9403c186b427c8","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/vkzSbfWPnNNDyMx5j7qezw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136357756","content_text":"砺石导语：此次Redmi Note 10系列的发布，小米再次展现出其在供应链领域的优势，从而实现在最核心元器件芯片上的越级配置，这势必将进一步扩大其在智能手机行业的市场份额优势。已经进入正循环的小米，未来将带来什么样的惊喜，值得我们继续期待。1从2020年下半年开始，全球智能手机行业便进入一个怪圈，就是很多知名厂商旗下的高端手机纷纷大幅涨价，中端手机却私下偷偷降低配置，还有一些旗舰手机迟迟无法发布，在此背后是全球智能硬件产业正在遭遇着一场严峻的“芯片短缺”危机。这种危机不只是影响到智能手机产业，还影响到汽车、电视与笔记本电脑等多个产业。《砺石商业评论》在系统分析这场危机后发现，其根源在于多项因素的叠加。首先，智能手机一直以来是芯片需求的大户，而目前智能手机行业正在经历着从4G手机向5G手机的转移，5G手机所需要芯片数量是4G手机的2倍，这导致芯片需求大大增加。其次，从2020年下半年开始，在全球范围内，智能电动汽车的销量都普遍出现爆发式增长。汽车的智能化与电动化，也带来芯片需求的数倍增长。再次，由于新冠肺炎疫情爆发带来的在家办公需求，笔记本电脑一反往年的市场低迷状况而出现销量井喷，进而带来芯片需求的增加。另外，与5G相关的智能家居、智能穿戴等物联网设备的大规模普及，也加大了芯片的需求。而在5G手机、智能电动汽车、物联网设备与笔记本电脑等造成芯片需求大增的同时，在供给端，芯片厂商却因为疫情爆发而减少产能、延缓投资导致芯片供给不足。另外，雪上加霜的是，美国奥斯汀州的大雪，日本瑞萨电子的火灾，以及意法半导体的罢工都进一步加剧了芯片的供给不足。一方面是需求侧的暴增，另一方面是供给侧的大幅下跌，这一涨一跌便导致了今天我们看到的波及全行业的芯片短缺危机。据悉，这次全球缺芯现象还将持续至少一年的时间，其中预计今年第三季度将进入最严重的阶段。在这种情况下，一些智能手机厂商便被迫采用了例如前文提到的高端涨价，中端减配与旗舰发布延迟等措施。不过就在近日，有一家智能手机企业却逆势而上，其不仅没有效仿其他友商的类似方式，相反在保持价格不变的情况下，大大提高了同级别手机的芯片配置。要知道，在这次芯片危机中，短缺最严重的正是高端芯片。这家企业也多少有些让人意外，因为其不是别家，而是过去长期曾被行业认为在硬件供应链领域存在一定能力短板的小米集团。22021年5月26日，小米集团旗下品牌Redmi在北京总部举办了“旗舰芯 小金刚”为主题的新品发布会，在这次发布会上正式发布了Redmi Note 10系列的Note 10 Pro与Note 10 5G两款手机。其中，6+128GB版本的Note 10 Pro起售价为1499元，4+128GB版本的Redmi Note 10起售价为999元。在如此亲民的价格下，Note 10系列的产品力却相当可观。尤其在消费者最为关注的芯片领域，Redmi Note 10 Pro竟意外采用了天玑1100芯片。对芯片领域较为熟悉的读者都了解，天玑1100与天玑1200并列，是著名的芯片厂商联发科在2021年最新发布的5G旗舰芯片，主要应用在2000元以上的中高端智能手机。天玑1100采用的是与天玑1200相同的台积电6nm制程，以及A78大核与8核架构，安兔兔V9跑分超过69万，性能相比上代接近翻倍，跑分性能超过高通去年发布的旗舰芯片骁龙865，比高通旗下中端的骁龙778高32%，比骁龙768G高65%。此次Note 10 Pro采用天玑1100芯片，是小米集团第一次在定位中端产品的Redmi Note 10系列“越级”配备了一款旗舰级别的芯片，堪称史上性能最强的Note系列手机。Redmi Note 10虽然起售价只有999元，但在芯片配置上也越级使用了支持5G+5G双卡双待的5G芯片。此次Redmi将5G手机做到千元以下，在行业内尚属首次，这将大大加速5G手机在国内的普及，也将迫使4G手机彻底退出千元以上市场。另外，在Note 10系列发布当天，Redmi品牌还发布了RedmiBook Pro系列的首款轻薄锐龙本——RedmiBook Pro 15锐龙版。其搭载了全新“Zen3”架构的AMD锐龙5000系列标压处理器，7nm制程，8核16线程，处理器可达45W满血性能释放，具有相比友商同价位产品更强劲的性能以及更极致的性价比，堪称5000元段最值得购买的大屏轻薄锐龙本。无论是Note 10 Pro、Note 10还是RedmiBook Pro 15锐龙版，我们都看到Redmi在最核心的芯片领域都采用了相比同价位产品的越级配置。那么，在芯片短缺危机侵袭整个智能硬件产业时，小米集团为什么能够逆势而上呢？小米集团合伙人，中国区、国际部总裁，Redmi品牌总经理卢伟冰在“旗舰芯 小金刚”发布会上表示，芯片短缺将很大程度上考验一个企业的价值观。而“坚持真材实料，坚持高端产品大众化，坚持极致性价比”是Redmi品牌的核心价值观，这种价值观决定了Redmi品牌不会因为短期困难而在芯片配置上进行减配，或者在价格上提升。不过笔者认为恪守价值观虽然是小米采取此举的重要原因之一，但更根本的则是小米近些年在硬件供应链领域的短板补足与系统性能力的提升。如果小米不是在上游供应链领域具有强大的掌控能力，莫说在定价不变的情况下提高芯片配置，保障普通芯片的正常供应都极为困难。回望2015-2016年，小米当时就曾因为供应链能力的缺陷而出现过一次巨大的产品危机与销量危机。为什么小米短短几年便在硬件供应链上出现了如此大的进步呢？笔者认为，这源于小米集团创始人雷军在2016年带领小米核心团队的一次深刻反思，其当时深刻意识到智能手机的本质是一部手机，首先必须在供应链等手机硬件的基本功上过关，这就有了雷军出任小米手机部负责人，亲自来抓产品研发与供应链建设的重要举措。除了雷军亲自上阵之外，小米集团还走马换将，引进曾担任小米早期最重要的代工厂之一南京英华达总经理的张峰，由他直接负责小米集团的供应链管理。供应链核心负责人的优化，成为扭转小米供应链短板的关键动作。张峰也不负众望，在解决硬件供应链短板上发挥出色，并因此跻身小米集团的最核心决策团队。目前，张峰不仅担任小米集团副总裁、参谋长与小米集团采购委员会主席，还入选小米集团合伙人成员。在具体的供应链改善措施上，小米集团则有条不紊地从三个维度展开。首先是以质量为切入点，小米对不合格的供应商进行了更换，选择与更有实力的供应商合作。同时小米集团还成立质量委员会，投入专职力量与巨额成本来提升产品质量。其次，在保证产品质量这个基本盘的同时，小米还持续加强与供应商的紧密联系，进行耦合度更高的联合研发。例如，小米成立了芯片平台部，其从产品定义阶段就开始深度参与到高通、MTK等供应商的联合研发，这也是为什么我们看到近些年小米集团已经取代三星，持续获得高通每一代旗舰芯片的首发权。另外值得一提的是，除了持续获得高通旗舰芯片的首发权，小米也屡屡获得联发科芯片的首发权。例如，Redmi Note 8系列首发了联发科Helio G90T液冷游戏芯，Redmi 10X系列首发了联发科天玑820 5G处理器。最后，小米通过前瞻的产品规划，已经能够做到不随意砍单，这给到了上游供应链充足信心，让它们更愿意与小米形成极具信任感的稳定合作关系，进而保障了在困难时期对小米的优先供给。另外，小米在供应链领域掌控能力的提升，除了在供应链具体环节的努力，还得益于小米其他领域短板的补足，其中最为重要的是小米构建的行业最为均衡的线上线下结合，国内与海外相结合的立体化渠道体系。首先在海外市场，小米集团目前已经进入了全球100多个国家和地区，其中智能手机出货量在全球62个国家和地区市占率排名前五，是12个国家的第一大智能手机品牌。具体而言，小米在俄罗斯（市场份额为32.1%）排名第一，在西班牙（市场份额为35.1%）排名第一，在意大利排名第二，在德国和法国排名第三。总体而言，小米在东欧排名第一，西欧排名第三。在国内市场，线上销售一直是小米的传统优势，自不用多说，而借助大型购物中心在各地兴起的机遇，小米利用自己丰富的产品组合优势，前瞻地聚焦在购物中心进行渠道布局，让小米在线下实现了弯道超车。据悉，截止2021年4月3日上午，小米在沈阳大悦城已经开业了全国第5000家小米之家。去年Redmi Note 9系列发布会上，卢伟冰曾表示在未来一年要将小米之家开到每个县城，加快县级市场下沉，让每个米粉身边都有一个小米之家。并且卢伟冰还表示，在2021年让小米之家遍布全国每个县城。前不久，小米宣布已经完成了江苏、河南两个大省的所有县的小米之家覆盖，接下来将会越来越快地有更多省所有县完成小米之家全覆盖。另外，继在县级市场取得飞速进展后，小米新零售战略进一步提速，全面下沉乡镇市场。卢伟冰在此次发布会上还立下新的目标：新开10000家小米之家乡镇授权店，让乡镇用户享受到高品质高性价比的小米产品。线上线下结合，国内与海外相结合的立体化渠道体系，充分保证了小米集团稳定的出货量。2020年财报显示，小米手机全球出货量高达1.46亿台，稳居全球第三，高端智能手机的销量已突破1000万台。大规模且稳定的出货量，进一步赢得上游供应商与小米的合作信心，愿意优先为其匹配更优质的供应链资源。3随着小米集团在供应链与渠道等领域的系统性能力的提升，强者越强的马太效应正在小米身上显现。就在“旗舰芯 小金刚”发布会次日，小米发布了2021年第一季度财报。财报显示，一季度小米集团总收入达到769亿元，同比增长54.7%；经调整净利润61亿元，同比增长163.8%；每股盈利0.302元，远高于市场预期的0.187元与去年同期的0.089元。其中，智能手机的基本盘业务依然是对小米集团业绩贡献最大的主力。2021年第一季度，小米全球智能手机出货量同比增长69.1%，达到4940万台，全球占有率已经升至14.1%。而此次Redmi Note 10系列发布，小米再次展现出其在供应链领域的优势，从而实现在最核心元器件芯片上的越级配置，这势必将进一步扩大其在智能手机行业的市场份额优势。已经进入正循环的小米，未来将带来什么样的惊喜，值得我们继续期待。----------------------------------------------------和虎友们分享一个好消息，老虎当前支持周末下单了！预挂单是老虎为用户提供的一种增值服务，可以支持用户在非交易时间段下单，目前支持止损单、止损限价单、限价单3种订单类型。也就是说，用户可以在休市期间，比如周末等节假日进行挂单，订单由老虎的交易系统保存，待开市后自动提交到交易所。点击了解详情>>>","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007121086,"gmtCreate":1642811575778,"gmtModify":1676533748503,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007121086","repostId":"2205016851","repostType":4,"isVote":1,"tweetType":1,"viewCount":3514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005203903,"gmtCreate":1642300398010,"gmtModify":1676533699357,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005203903","repostId":"1126777532","repostType":4,"isVote":1,"tweetType":1,"viewCount":4355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002035410,"gmtCreate":1641861192511,"gmtModify":1676533655692,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"Yue","listText":"Yue","text":"Yue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002035410","repostId":"2202739522","repostType":4,"repost":{"id":"2202739522","kind":"highlight","pubTimestamp":1641823366,"share":"https://ttm.financial/m/news/2202739522?lang=en_US&edition=fundamental","pubTime":"2022-01-10 22:02","market":"us","language":"zh","title":"U.S. stock earnings season kicks off with a focus on these three things","url":"https://stock-news.laohu8.com/highlight/detail?id=2202739522","media":"华尔街见闻","summary":"今年的开年对美股来说无疑是糟糕的一年，截至上周五，标准普尔指数下跌了1.9%，纳斯达克指数下跌了3.5%，这是自2000年互联网泡沫破灭以来，开年第一周的最大跌幅。当然，暴跌的罪魁祸首是美联储，上周三","content":"<p><html><head></head><body>The start of the year has undoubtedly been a bad year for U.S. stocks, with the S&P down 1.9% and the Nasdaq down 3.5% as of Friday, the biggest drop in the first week of the year since the dot-com bubble burst in 2000.</p><p><img src=\"https://static.tigerbbs.com/a0d7f4e57f1692b89ef7ed0530a0875f\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The culprit for the plunge, of course, is the Federal Reserve, whose correction moves last Wednesday coincided with the release of the hawkish December meeting minutes, which suggested that the Fed would not only accelerate the pace of rate hike, but also the shrinking balance sheet.</p><p>Friday's nonfarm payrolls report showed that 199,000 new jobs were dismal compared to the 400,000 forecast, but that did not dispel hawkish expectations because the unemployment rate, a statistic considered completely meaningless a few years ago, fell 0.3% to 3.9% from 4.2% in November. Some investment banks expect the Fed to rate hike three or four times this year and will announce quantitative tightening earlier in the second half of the year.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>David Kostin, head of research, pointed out that the Fed's statement drove yields rapidly higher, surging to 1.80% last Friday, up 24 basis points in just five days; The sharp rise in interest rates poses a clear risk to the valuation premium of the longest-duration stocks (high growth but low profit margins), which, unsurprisingly, have undergone drastic corrections over the past few days, as well as over the past few months.</p><p><img src=\"https://static.tigerbbs.com/8d4818e922957081b66eaf87787079d4\" tg-width=\"500\" tg-height=\"331\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although the feeling may not be obvious,<b>But the market-to-revenue ratio (price-to-sales ratio) of these stocks has compressed from a peak of 15 times in February to 12 times in early November, to seven times now.</b></p><p><img src=\"https://static.tigerbbs.com/63d7c8efaa536421af5d61a6ce86461c\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><h2>What is the market expectation for U.S. stocks to usher in earnings season?</h2>With all of these factors in mind, investors are awaiting the fourth quarter 2021 earnings season that begins this week,<b><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BLK),<a href=\"https://laohu8.com/S/C\">Citigroup</a>(C),<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>And<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Fourth quarter 2021 earnings will be released on Friday, January 14th.</b></p><p>According to Kostin's calculations,<b>Between Jan. 10 and Feb. 11, companies that account for 79% of the S&P 500's market capitalization will report year-end results.</b></p><p><img src=\"https://static.tigerbbs.com/cd6f78d092c6db2597bb932e81cba920\" tg-width=\"500\" tg-height=\"119\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The consensus estimate is that S&P 500 EPS will rise 20% year-over-year in the fourth quarter of 2021, followed by 48% in the first quarter, 88% in the second quarter and 39% in the third quarter in the first three quarters of 2021. If consensus expectations for the fourth quarter are met, it would represent a step towards normalization of trending growth.</p><p>In all industries,<b>Energy stocks are expected to shift from negative to positive earnings.</b>EPS estimates for Materials (+57%), Industrial (+47%), and Healthcare (+16%) compared to Q4 2020<b>Will achieve the highest growth, while EPS for Financials (0%) and Consumer Staples (+3%) is barely expected to grow.</b></p><p><img src=\"https://static.tigerbbs.com/9f6c5834450082774e462aa9eabe2b67\" tg-width=\"500\" tg-height=\"353\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Despite surging inflation, net margins are expected to rise nearly 100 basis points year over year to 11.5%, suggesting that all, and some, of the increase in input prices has been passed on to consumers. On a four-quarter rolling basis, the margin would be 12.1%. Notably, the actual results for the third quarter were 70 basis points above analysts' forecasts at the start of the earnings season. The biggest margin gains are expected in the energy and materials sector.</p><p><h2>Focus on three things: Omicron, job market, Biden's Build Back Better bill</h2>Goldman Sachs believes that investors will focus on three aspects during the fourth quarter earnings season and 2022:</p><p><b>1. Threats to economic growth, especially from COVID-19</b></p><p>The Omicron variant poses new risks to economic activity because it is more transmissible or will drag down reopening. Goldman Sachs economists recently lowered their U.S. economic growth forecast to 3.5% from 4.2%, partly due to the impact of Omicron. Every 1 percentage point change in GDP growth can translate into roughly $7 in S&P 500 EPS.</p><p><b>2. Expanding profit margins will be an uphill battle for businesses in 2022, in part because the job market continues to be tight</b></p><p>During the recent third-quarter earnings call, corporate management lamented the historic shortage of workers, particularly for low-paying jobs in the service sector. Goldman Sachs economists expect the pace of wage increases to eventually slow to around 4%, but that could take several quarters to materialize.</p><p>Last Friday's employment report showed that average hourly wages rose 4.7% year-over-year. Companies with high labor costs or vulnerability to wage inflation face the most difficulty in maintaining profits. Companies with high and stable gross margins have outpaced those with low and volatile gross margins by 12 percentage points (+4% vs. -9%) since the start of Q4, but trading has reversed slightly in recent weeks. The chart below shows a list of stocks with high and stable gross margins.</p><p><img src=\"https://static.tigerbbs.com/bf6493061fa899d224a126c8d5940346\" tg-width=\"500\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Additionally, one headwind facing margin expansion that may soon improve is the supply chain bottlenecks that plagued businesses in 2021. During the period, the management of the enterprise adopted a combination of price increases and cost control measures to offset the impact of soaring raw material and transportation prices. Looking ahead to 2022, Goldman Sachs noted that market measures of supply chain strain appear to be slowly easing, and that shipping costs have begun to fall in recent weeks.</p><p><b>3. The restart and final passage of Biden's Build Back Better bill will have mixed effects on U.S. stocks</b></p><p>In late December, Sen. Joe Manchin vetoed the draft legislation. Goldman Sachs estimates that if the bill passes this year, the corresponding tax reform will reduce the S&P 500's EPS by 2-3% relative to current tax policy, but the bill won't take effect until 2023 at the earliest. However, by then, the Democrats will no longer have an outright majority in Congress, so everything will change.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock earnings season kicks off with a focus on these three things</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock earnings season kicks off with a focus on these three things\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-01-10 22:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The start of the year has undoubtedly been a bad year for U.S. stocks, with the S&P down 1.9% and the Nasdaq down 3.5% as of Friday, the biggest drop in the first week of the year since the dot-com bubble burst in 2000.</p><p><img src=\"https://static.tigerbbs.com/a0d7f4e57f1692b89ef7ed0530a0875f\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The culprit for the plunge, of course, is the Federal Reserve, whose correction moves last Wednesday coincided with the release of the hawkish December meeting minutes, which suggested that the Fed would not only accelerate the pace of rate hike, but also the shrinking balance sheet.</p><p>Friday's nonfarm payrolls report showed that 199,000 new jobs were dismal compared to the 400,000 forecast, but that did not dispel hawkish expectations because the unemployment rate, a statistic considered completely meaningless a few years ago, fell 0.3% to 3.9% from 4.2% in November. Some investment banks expect the Fed to rate hike three or four times this year and will announce quantitative tightening earlier in the second half of the year.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>David Kostin, head of research, pointed out that the Fed's statement drove yields rapidly higher, surging to 1.80% last Friday, up 24 basis points in just five days; The sharp rise in interest rates poses a clear risk to the valuation premium of the longest-duration stocks (high growth but low profit margins), which, unsurprisingly, have undergone drastic corrections over the past few days, as well as over the past few months.</p><p><img src=\"https://static.tigerbbs.com/8d4818e922957081b66eaf87787079d4\" tg-width=\"500\" tg-height=\"331\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although the feeling may not be obvious,<b>But the market-to-revenue ratio (price-to-sales ratio) of these stocks has compressed from a peak of 15 times in February to 12 times in early November, to seven times now.</b></p><p><img src=\"https://static.tigerbbs.com/63d7c8efaa536421af5d61a6ce86461c\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><h2>What is the market expectation for U.S. stocks to usher in earnings season?</h2>With all of these factors in mind, investors are awaiting the fourth quarter 2021 earnings season that begins this week,<b><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BLK),<a href=\"https://laohu8.com/S/C\">Citigroup</a>(C),<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>And<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Fourth quarter 2021 earnings will be released on Friday, January 14th.</b></p><p>According to Kostin's calculations,<b>Between Jan. 10 and Feb. 11, companies that account for 79% of the S&P 500's market capitalization will report year-end results.</b></p><p><img src=\"https://static.tigerbbs.com/cd6f78d092c6db2597bb932e81cba920\" tg-width=\"500\" tg-height=\"119\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The consensus estimate is that S&P 500 EPS will rise 20% year-over-year in the fourth quarter of 2021, followed by 48% in the first quarter, 88% in the second quarter and 39% in the third quarter in the first three quarters of 2021. If consensus expectations for the fourth quarter are met, it would represent a step towards normalization of trending growth.</p><p>In all industries,<b>Energy stocks are expected to shift from negative to positive earnings.</b>EPS estimates for Materials (+57%), Industrial (+47%), and Healthcare (+16%) compared to Q4 2020<b>Will achieve the highest growth, while EPS for Financials (0%) and Consumer Staples (+3%) is barely expected to grow.</b></p><p><img src=\"https://static.tigerbbs.com/9f6c5834450082774e462aa9eabe2b67\" tg-width=\"500\" tg-height=\"353\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Despite surging inflation, net margins are expected to rise nearly 100 basis points year over year to 11.5%, suggesting that all, and some, of the increase in input prices has been passed on to consumers. On a four-quarter rolling basis, the margin would be 12.1%. Notably, the actual results for the third quarter were 70 basis points above analysts' forecasts at the start of the earnings season. The biggest margin gains are expected in the energy and materials sector.</p><p><h2>Focus on three things: Omicron, job market, Biden's Build Back Better bill</h2>Goldman Sachs believes that investors will focus on three aspects during the fourth quarter earnings season and 2022:</p><p><b>1. Threats to economic growth, especially from COVID-19</b></p><p>The Omicron variant poses new risks to economic activity because it is more transmissible or will drag down reopening. Goldman Sachs economists recently lowered their U.S. economic growth forecast to 3.5% from 4.2%, partly due to the impact of Omicron. Every 1 percentage point change in GDP growth can translate into roughly $7 in S&P 500 EPS.</p><p><b>2. Expanding profit margins will be an uphill battle for businesses in 2022, in part because the job market continues to be tight</b></p><p>During the recent third-quarter earnings call, corporate management lamented the historic shortage of workers, particularly for low-paying jobs in the service sector. Goldman Sachs economists expect the pace of wage increases to eventually slow to around 4%, but that could take several quarters to materialize.</p><p>Last Friday's employment report showed that average hourly wages rose 4.7% year-over-year. Companies with high labor costs or vulnerability to wage inflation face the most difficulty in maintaining profits. Companies with high and stable gross margins have outpaced those with low and volatile gross margins by 12 percentage points (+4% vs. -9%) since the start of Q4, but trading has reversed slightly in recent weeks. The chart below shows a list of stocks with high and stable gross margins.</p><p><img src=\"https://static.tigerbbs.com/bf6493061fa899d224a126c8d5940346\" tg-width=\"500\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Additionally, one headwind facing margin expansion that may soon improve is the supply chain bottlenecks that plagued businesses in 2021. During the period, the management of the enterprise adopted a combination of price increases and cost control measures to offset the impact of soaring raw material and transportation prices. Looking ahead to 2022, Goldman Sachs noted that market measures of supply chain strain appear to be slowly easing, and that shipping costs have begun to fall in recent weeks.</p><p><b>3. The restart and final passage of Biden's Build Back Better bill will have mixed effects on U.S. stocks</b></p><p>In late December, Sen. Joe Manchin vetoed the draft legislation. Goldman Sachs estimates that if the bill passes this year, the corresponding tax reform will reduce the S&P 500's EPS by 2-3% relative to current tax policy, but the bill won't take effect until 2023 at the earliest. However, by then, the Democrats will no longer have an outright majority in Congress, so everything will change.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3649328\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"BLK":"贝莱德","BK4504":"桥水持仓","BK4207":"综合性银行","BK4135":"资产管理与托管银行","GS":"高盛","BK4566":"资本集团","C":"花旗","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4535":"淡马锡持仓","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业"},"source_url":"https://wallstreetcn.com/articles/3649328","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202739522","content_text":"今年的开年对美股来说无疑是糟糕的一年，截至上周五，标准普尔指数下跌了1.9%，纳斯达克指数下跌了3.5%，这是自2000年互联网泡沫破灭以来，开年第一周的最大跌幅。当然，暴跌的罪魁祸首是美联储，上周三的调整走势与鹰派的12月会议纪要的发布相吻合，该纪要暗示，美联储不仅将加快加息步伐，而且还将加快缩表。上周五的非农就业报告显示，19.9万的新增就业人数相对40万的预期而言较为惨淡，但这并没有打消鹰派的预期，因为几年前还被视为完全无意义的统计数字——失业率，从11月的4.2%下降到了3.9%，下降了0.3%。一些投行预计今年美联储将加息三到四次，并且将在下半年早些时候宣布量化紧缩。高盛的研究主管David Kostin指出，美联储声明推动收益率迅速走高，上周五飙升至1.80%，仅5天就上涨了24个基点；利率的急剧上升对最长久期股票（高增长但低利润率）的估值溢价构成了明显的风险，不出所料，这些股票在过去的几天以及过去的几个月里，都发生了剧烈的调整。虽然感觉可能不明显，但这些股票的市值营收比（市销率）已从2月的峰值15倍压缩到11月初的12倍，再到目前的7倍。美股迎来财报季 市场预期如何？考虑到所有这些因素，投资者正等待本周开始的2021年第四季度财报季，贝莱德（BLK）、花旗（C）、摩根大通和富国银行将于1月14日（周五）发布2021年第四季度财报。根据Kostin的计算，在1月10日至2月11日期间，占标准普尔500指数市值79%的公司将公布年终业绩。市场普遍预计2021年第四季度标准普尔500指数每股收益将同比增长20%，2021年前三季度依次为一季度48%、二季度88%和三季度39%。如果对第四季度的共识预期得以实现，这将代表着朝着趋势增长的正常化方向迈出了一步。在所有行业中，能源股预计将从负收益转为正收益。与2020年第四季度相比，材料(+57%)、工业(+47%)和医疗保健(+16%)的每股收益预计将实现最高增长，而金融(0%)和消费必需品(+3%)的每股收益预计几乎不会增长。尽管通胀飙升，但预计净利润率将同比增长近100个基点，至11.5%，这表明所有以及部分投入价格的上涨都已转嫁给了消费者。按四个季度滚动计算，利润率将达到12.1%。值得注意的是，第三季度的实际业绩比财报季开始时分析师的预测高出70个基点。预计能源和材料行业的利润率增幅最大。重点关注三件事：奥密克戎、就业市场、拜登“重建更好”法案高盛认为，投资者将在第四季度财报季和2022年重点关注三个方面事项：1、经济增长面临的威胁，特别是来自新冠变异病毒的威胁奥密克戎变异株给经济活动带来了新的风险，因为它具有更高的传播性，或将拖累重新开放。高盛经济学家最近将美国经济增长预测从4.2%下调至3.5%，部分原因是奥密克戎的影响。GDP增长中每1个百分点的变化可以转化为大约 7 美元的标准普尔500指数每股收益。2、2022年，扩大利润率对企业来说将是一场艰苦的战斗，部分原因是就业市场持续吃紧在最近的第三季度财报电话会议中，企业管理层对历史性的工人短缺感到遗憾，尤其是服务业的低薪岗位。高盛经济学家预计，工资上涨的步伐最终将放缓至4%左右，但这可能需要几个季度才能实现。上周五的就业报告显示，平均时薪同比增长4.7%。劳动力成本高或容易受到工资通胀影响的公司，在保持利润方面面临的困难最大。自四季度初以来，毛利率高且稳定的公司比毛利率低且波动的公司高出12个百分点（+4%对-9%），但最近几周交易略有逆转。下图显示了毛利率高且稳定的股票列表。此外，利润率扩张面临的一个不利因素可能很快会得到改善，那就是2021年困扰企业的供应链瓶颈问题。期间，企业管理层采取了价格上涨和成本控制相结合的措施，以抵消原材料和运输价格飙升的影响。展望2022年，高盛指出，衡量供应链紧张程度的市场指标似乎正在缓慢放松，运输成本近几周已开始下降。3、拜登的“重建更好”法案的重启和最终通过，将对美股产生好坏参半的影响去年12月底，参议员乔·曼钦(Joe Manchin)否决了该立法草案。高盛估计，如果该法案在今年通过，相应的税收改革将使标准普尔500指数的每股收益相对于当前的税收政策，降低减少2-3%，但该法案最早要到2023年才会生效。然而，到那时，民主党将不再在国会中拥有绝对多数，所以一切都将发生变化。","news_type":1,"symbols_score_info":{"BLK":1,"C":1,"GS":0.6}},"isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006600288,"gmtCreate":1641697484125,"gmtModify":1676533640943,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006600288","repostId":"1147279991","repostType":4,"repost":{"id":"1147279991","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641563858,"share":"https://ttm.financial/m/news/1147279991?lang=en_US&edition=fundamental","pubTime":"2022-01-07 21:57","market":"us","language":"zh","title":"Tiger Pre-Market Watch: Non-farm data can't stop the Federal Reserve from raising interest rates in March","url":"https://stock-news.laohu8.com/highlight/detail?id=1147279991","media":"老虎锐评","summary":"盘前观察美股盘前小跌，全球新冠确诊数超过3亿（美国贡献近20%，接近6,000万）。12月非农就业：新增就业不及预期，但失业率好于预期其实现在关注非农就业数据，多多少少有点鸡肋。对于市场参与者，关注宏","content":"<p><html><head></head><body><b>Pre-market observation</b></p><p>U.S. stocks fell slightly before the market, with more than 300 million confirmed COVID-19 cases worldwide (the U.S. contributed nearly 20% to nearly 60 million).</p><p><b>December Nonfarm Payrolls: New Jobs Less Than Expected, But Unemployment Rate Better Than Expected</b></p><p>In fact, paying attention to non-farm employment data now is more or less a little chicken rib. For market participants, the logic of focusing on macro data is (1) focusing on the macro economy-> (2) inferring Fed monetary policy-> (3) judging market movements. In fact, this logical chain has always been ineffective. (1) The macroeconomic quality is the basis of the Federal Reserve's monetary policy, but the relationship between the two changes; (2) The relationship between the Fed's monetary policy and market trend is even more vague. The market can rise in the rate hike cycle, and the market can also fall during the zero interest rate period. That's why there are fewer and fewer hedge funds on Wall Street that take \"macro strategy\" as their investment strategy, while the only remaining \"macro strategy\" hedge funds have embarrassing returns.</p><p>The original (2) -> (3) relationship was very vague, but now the (1) -> (2) relationship is even more lacking. Regardless of the non-farm payroll data, the pace of the Fed's rate hike tightening liquidity will never change. That's why I say that paying attention to non-farm payroll data now is a little chicken for market participants.</p><p>December non-farm payrolls data, new jobs +199,000 (expected +450,000), unemployment +3.9% (expected +4.1%).</p><p>Like the last analysis of non-farm payroll data, in fact, the real highlights are the other two. First, how is Leisure and Hospitality, the slowest-growing occupation among the unemployed, recovering? The second point is whether the continuously sluggish labor participation rate has increased.</p><p>\"Leisure and Hospitality\" was still growing in December, but at the same pace as in November, it slowed down. The December data contains the impact of the pandemic. Generally speaking, after nearly two years of COVID-19 torment, some restaurant/hotel/entertainment industries in the United States have chosen to close their doors permanently, which is almost irreversible. To take an example known to Chinese New Yorkers, Jinfeng Restaurant (with 800 seats), a morning tea shop that has existed in Chinatown for 28 years, chose to close its doors permanently in this round of COVID-19.</p><p>The labor participation rate remained the same as last month, at 61.9%. The delay in the recovery of labor participation rate indicates that labor costs are still expensive, which means that the CPI in December will not fall soon. However, I still insist that the CPI in the first quarter of this year will drop rapidly, just like the epidemic data.</p><p>In summary, although the unemployment rate was better than expected, nothing else was satisfactory. However, whether the data is good or not, it can't stop the Fed from raising interest rates in March.</p><p><img src=\"https://static.tigerbbs.com/3202d6698fcff5cf78ea08a7ff55f2da\" tg-width=\"936\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><b>Company News</b></p><p>Moderna (MRNA): CEO Bancel warns that the efficacy of booster shots may decline over time. People may need to get a fourth shot this fall for enhanced protection. Currently, the CDC recommends a booster shot six months after two doses of the Moderna COVID vaccine.</p><p>Quidel (QDEL): Expected Q4 revenue of $633 million to $637 million, ahead of market estimates of $466 million. The increase in revenue expectations is mainly benefited from increased demand for COVID testing and other disease testing.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA): US Model X Plaid starts at $126,490 from $119,990. The reason is the removal of other seating configuration options for this model, all stipulated as a 6-seater configuration priced at $6,500, with deliveries expected to begin in October.</p><p>Tesla (TSLA): 15 Semi electric semi-trailers may be delivered to PepsiCo (PEP) this month. PepsiCo announced last March that it would take delivery of the Tesla Semi electric semi-trailer, and Tesla began producing the vehicle at the Nevada Gigafactory last December.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL): CEO Cook's total 2021 compensation was $98.7 million. Base salary of $3 million and stock compensation of $82.34 million will be awarded in time instalments, including time-based stock of $37.5 million and performance-based stock of $44.8 million.</p><p>SONO: International Trade Commission rules<a href=\"https://laohu8.com/S/GOOG\">Google</a>(GOOGL) infringed some audio patents on its Nest speakers. Google said it plans to appeal the ruling.</p><p>T-Mobile (TMUS): net gain of 844,000 paid subscribers in Q4, missing market expectations of 868,000. The total number of new subscribers added in 2021 was approximately 2.9 million.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>(NYT): Announced The $550 million acquisition of sports news site The Athletic. The Athletic has more than 1 million subscribers, and The deal is expected to close in The first quarter, and The site will remain a standalone project in The future. The New York Times currently has more than 8 million subscribers.</p><p><a href=\"https://laohu8.com/S/CZR\">Caesars Entertainment</a>(CZR) & DraftKings (DKNG): The New York State Gaming Commission has announced that four companies can start sports betting on the mobile side in New York. Caesars, DraftKings, FanDuel, and Rush Street Interactive can start operating mobile sports betting on Saturday mornings.</p><p><b>other</b></p><p>Worldwide, 300,451,850 (+1,966,759) cases were diagnosed and 5,474,348 (+6,143) deaths were performed.</p><p>There were 58,487,940 (+610,989) confirmed cases and 833,989 (+1,404) deaths in the United States.</p><p>New York State confirmed 3,890,666 (+84,202) cases and 60,166 (+130) deaths.</p><p>Non-farm payrolls in the United States increased by 199,000 in December, compared with the expected 447,000, and the previous value of 210,000.</p><p>The CDC director will hold a press conference at 11 o'clock, after six Biden public health advisers during the presidential transition published articles calling on the Biden administration to adopt a new protest strategy to adapt to coexistence with the virus rather than completely eliminate it.</p><p>Federal Reserve Vice Chair Clarida's stock trading practices in the early days of the Covid pandemic have sparked new controversy.</p><p><img src=\"https://static.tigerbbs.com/568899c19bad5bedd5f1532327af0500\" tg-width=\"937\" tg-height=\"89\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Pre-Market Watch: Non-farm data can't stop the Federal Reserve from raising interest rates in March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Pre-Market Watch: Non-farm data can't stop the Federal Reserve from raising interest rates in March\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time smaller\">2022-01-07 21:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Pre-market observation</b></p><p>U.S. stocks fell slightly before the market, with more than 300 million confirmed COVID-19 cases worldwide (the U.S. contributed nearly 20% to nearly 60 million).</p><p><b>December Nonfarm Payrolls: New Jobs Less Than Expected, But Unemployment Rate Better Than Expected</b></p><p>In fact, paying attention to non-farm employment data now is more or less a little chicken rib. For market participants, the logic of focusing on macro data is (1) focusing on the macro economy-> (2) inferring Fed monetary policy-> (3) judging market movements. In fact, this logical chain has always been ineffective. (1) The macroeconomic quality is the basis of the Federal Reserve's monetary policy, but the relationship between the two changes; (2) The relationship between the Fed's monetary policy and market trend is even more vague. The market can rise in the rate hike cycle, and the market can also fall during the zero interest rate period. That's why there are fewer and fewer hedge funds on Wall Street that take \"macro strategy\" as their investment strategy, while the only remaining \"macro strategy\" hedge funds have embarrassing returns.</p><p>The original (2) -> (3) relationship was very vague, but now the (1) -> (2) relationship is even more lacking. Regardless of the non-farm payroll data, the pace of the Fed's rate hike tightening liquidity will never change. That's why I say that paying attention to non-farm payroll data now is a little chicken for market participants.</p><p>December non-farm payrolls data, new jobs +199,000 (expected +450,000), unemployment +3.9% (expected +4.1%).</p><p>Like the last analysis of non-farm payroll data, in fact, the real highlights are the other two. First, how is Leisure and Hospitality, the slowest-growing occupation among the unemployed, recovering? The second point is whether the continuously sluggish labor participation rate has increased.</p><p>\"Leisure and Hospitality\" was still growing in December, but at the same pace as in November, it slowed down. The December data contains the impact of the pandemic. Generally speaking, after nearly two years of COVID-19 torment, some restaurant/hotel/entertainment industries in the United States have chosen to close their doors permanently, which is almost irreversible. To take an example known to Chinese New Yorkers, Jinfeng Restaurant (with 800 seats), a morning tea shop that has existed in Chinatown for 28 years, chose to close its doors permanently in this round of COVID-19.</p><p>The labor participation rate remained the same as last month, at 61.9%. The delay in the recovery of labor participation rate indicates that labor costs are still expensive, which means that the CPI in December will not fall soon. However, I still insist that the CPI in the first quarter of this year will drop rapidly, just like the epidemic data.</p><p>In summary, although the unemployment rate was better than expected, nothing else was satisfactory. However, whether the data is good or not, it can't stop the Fed from raising interest rates in March.</p><p><img src=\"https://static.tigerbbs.com/3202d6698fcff5cf78ea08a7ff55f2da\" tg-width=\"936\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><b>Company News</b></p><p>Moderna (MRNA): CEO Bancel warns that the efficacy of booster shots may decline over time. People may need to get a fourth shot this fall for enhanced protection. Currently, the CDC recommends a booster shot six months after two doses of the Moderna COVID vaccine.</p><p>Quidel (QDEL): Expected Q4 revenue of $633 million to $637 million, ahead of market estimates of $466 million. The increase in revenue expectations is mainly benefited from increased demand for COVID testing and other disease testing.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA): US Model X Plaid starts at $126,490 from $119,990. The reason is the removal of other seating configuration options for this model, all stipulated as a 6-seater configuration priced at $6,500, with deliveries expected to begin in October.</p><p>Tesla (TSLA): 15 Semi electric semi-trailers may be delivered to PepsiCo (PEP) this month. PepsiCo announced last March that it would take delivery of the Tesla Semi electric semi-trailer, and Tesla began producing the vehicle at the Nevada Gigafactory last December.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL): CEO Cook's total 2021 compensation was $98.7 million. Base salary of $3 million and stock compensation of $82.34 million will be awarded in time instalments, including time-based stock of $37.5 million and performance-based stock of $44.8 million.</p><p>SONO: International Trade Commission rules<a href=\"https://laohu8.com/S/GOOG\">Google</a>(GOOGL) infringed some audio patents on its Nest speakers. Google said it plans to appeal the ruling.</p><p>T-Mobile (TMUS): net gain of 844,000 paid subscribers in Q4, missing market expectations of 868,000. The total number of new subscribers added in 2021 was approximately 2.9 million.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>(NYT): Announced The $550 million acquisition of sports news site The Athletic. The Athletic has more than 1 million subscribers, and The deal is expected to close in The first quarter, and The site will remain a standalone project in The future. The New York Times currently has more than 8 million subscribers.</p><p><a href=\"https://laohu8.com/S/CZR\">Caesars Entertainment</a>(CZR) & DraftKings (DKNG): The New York State Gaming Commission has announced that four companies can start sports betting on the mobile side in New York. Caesars, DraftKings, FanDuel, and Rush Street Interactive can start operating mobile sports betting on Saturday mornings.</p><p><b>other</b></p><p>Worldwide, 300,451,850 (+1,966,759) cases were diagnosed and 5,474,348 (+6,143) deaths were performed.</p><p>There were 58,487,940 (+610,989) confirmed cases and 833,989 (+1,404) deaths in the United States.</p><p>New York State confirmed 3,890,666 (+84,202) cases and 60,166 (+130) deaths.</p><p>Non-farm payrolls in the United States increased by 199,000 in December, compared with the expected 447,000, and the previous value of 210,000.</p><p>The CDC director will hold a press conference at 11 o'clock, after six Biden public health advisers during the presidential transition published articles calling on the Biden administration to adopt a new protest strategy to adapt to coexistence with the virus rather than completely eliminate it.</p><p>Federal Reserve Vice Chair Clarida's stock trading practices in the early days of the Covid pandemic have sparked new controversy.</p><p><img src=\"https://static.tigerbbs.com/568899c19bad5bedd5f1532327af0500\" tg-width=\"937\" tg-height=\"89\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"518880":"黄金ETF华安","DDM":"2倍做多道指ETF-ProShares",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147279991","content_text":"盘前观察美股盘前小跌，全球新冠确诊数超过3亿（美国贡献近20%，接近6,000万）。12月非农就业：新增就业不及预期，但失业率好于预期其实现在关注非农就业数据，多多少少有点鸡肋。对于市场参与者，关注宏观数据的逻辑是（1）关注宏观经济->（2）推断美联储货币政策->（3）判断市场走势。其实这个逻辑链条一直以来都不太有效，（1）宏观经济好坏是美联储货币政策的依据，但两者的关系变来变去；（2）美联储货币政策和市场走势的关系就更模糊了，加息周期市场可以涨，0利率期间市场也可以跌。这也就是为何当下华尔街以“宏观策略”作为投资策略的对冲基金越来越少，而仅存的“宏观策略”对冲基金收益都比较尴尬。原来（2）->（3）的关系就很模糊，现在（1）->（2）的关系就更缺乏了。不管非农就业数据怎么样，美联储加息收紧流动性的步伐绝对不会改变。这就是我为何说现在关注非农就业数据，对于市场参与者有点鸡肋的原因。12月非农就业数据，新增就业+199,000（预期+450,000），失业率+3.9%（预期+4.1%）。和上次非农就业数据分析一样，其实真正的看点是另外两个。第一个看点，失业人口中增长最缓慢的职业“Leisure and Hospitality”（酒店餐馆服务业）恢复得怎么样？第二个看点，就是持续低迷的劳动参与率有没有提高。“Leisure and Hospitality”12月仍在增长，但增速和11月一样，慢下来了。12月的数据包含了疫情的影响。总的来说，经过近两年新冠的折磨，美国有的餐馆/酒店/娱乐行业已经选择了永久关门，这一点几乎不可逆。举一个纽约华人知道的例子，在唐人街存在了28年的早茶店金丰大酒楼（拥有800个座位），在这一轮新冠中选择了永久关门。劳动参与率和上个月一样，依旧是61.9%。劳动参与率迟迟不能恢复，就预示了劳动力成本依然贵，也就说明12月的CPI不会很快回落。不过我还是坚持认为，今年1季度的CPI，会迅速回落，和疫情数据一样。总结一下，尽管失业率比预期的好，但其它数据都不尽如人意。不过数据好或者不好，都不能阻挡美联储3月加息。公司新闻Moderna(MRNA)：CEO Bancel警告称，加强针的功效可能会随着时间推移而下降。人们可能需要在今年秋季注射第四针以增强保护。目前CDC建议注射两剂Moderna新冠疫苗6个月后注射加强针。Quidel(QDEL)：预计4季度营收$6.33亿至$6.37亿，高于市场预期$4.66亿。营收预期上涨主要受益于新冠检测和其他疾病检测的需求增加。特斯拉(TSLA)：美国Model X Plaid起价从$119,990升至$126,490。原因是取消了该车型的其他座椅配置选择，均规定为价格$6,500的6座配置，预计10月开始交付。特斯拉(TSLA)：本月或将向百事(PEP)交付15辆Semi电动半挂车。百事去年3月宣布将接收特斯拉Semi电动半挂车，特斯拉去年12月开始在内华达超级工厂生产这款车。苹果(AAPL)：CEO库克2021年总薪酬$9,870万。基本工资$300万，股票报酬$8,234万，将按时间分期授予，包括基于时间的股票$3,750万和基于绩效的股票$4,480万。索诺声(SONO)：国际贸易委员会裁定谷歌(GOOGL)侵犯了其Nest扬声器的部分音频专利。谷歌表示计划对该裁决提起上诉。T-Mobile(TMUS)：4季度付费用户净增844,000个，低于市场预期868,000个。2021年新增用户总数约为290万。纽约时报(NYT)：宣布以$5.5亿收购体育新闻网站The Athletic。The Athletic拥有超过100万订阅用户，预计交易会在1季度完成，后续该网站将仍是独立项目。目前纽约时报拥有超过800万订阅用户。凯撒娱乐(CZR) & DraftKings(DKNG)：纽约州博彩委员会宣布4家公司可在纽约开展移动端的体育博彩业务。凯撒、DraftKings、FanDuel和Rush Street Interactive可在周六上午开始运营移动端体育博彩。其它全球确诊300,451,850(+1,966,759)例，死亡5,474,348(+6,143)例。美国确诊58,487,940(+610,989)例，死亡833,989(+1,404)例。纽约州确诊3,890,666(+84,202)例，死亡60,166(+130)例。美国12月非农就业人口增加19.9万，预期44.7万，前值21万。美CDC主管将于11点召开新闻发布会，此前拜登6位在总统交接时期公共卫生顾问发表文章，呼吁拜登政府采取新的抗议策略，适应与病毒共存而非彻底消除病毒。美联储副主席Clarida在新冠疫情爆发初期的股票交易行为引发新的争议。","news_type":1,"symbols_score_info":{"518880":0.9,"SQQQ":0.9,"QID":0.9,"SGUmain":0.9,"DDM":0.9,"QQQ":0.9,"DJX":0.9,"TQQQ":0.9,"SGCmain":0.9,"NQmain":0.9,"MGCmain":0.9,".SPX":0.9,"MNQmain":0.9,"SImain":0.9,".DJI":0.9,"SPY":0.9,"PSQ":0.9,"QLD":0.9,".IXIC":0.9,"GCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004526274,"gmtCreate":1642641408634,"gmtModify":1676533731065,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"Yue","listText":"Yue","text":"Yue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004526274","repostId":"1169412220","repostType":4,"repost":{"id":"1169412220","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":1642634532,"share":"https://ttm.financial/m/news/1169412220?lang=en_US&edition=fundamental","pubTime":"2022-01-20 07:22","market":"us","language":"zh","title":"Last night and this morning: The Nasdaq fell into the callback range! Luckin wants to relist","url":"https://stock-news.laohu8.com/highlight/detail?id=1169412220","media":"老虎资讯综合","summary":"摘要：美股三大指数集体收跌，新能源汽车股普遍下挫；消息称瑞幸咖啡研究在美国重新上市的计划；原油续刷七年多来高位；迪士尼成立新部门践行本土化战略；联合大陆航空Q4营收81.92亿美元，净亏损6.46亿美","content":"<p><html><head></head><body><b>Abstract:</b>The three major U.S. stock indexes closed down collectively, and new energy vehicle stocks generally fell; The message said<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Study plans to relist in the United States; Crude oil continues to brush at a high level for more than seven years;<a href=\"https://laohu8.com/S/DIS\">Disney</a>The establishment of a new department to implement the localization strategy;<a href=\"https://laohu8.com/S/UAL\">United Continental Airlines</a>Q4 revenue of $8.192 billion, net loss of $646 million>>><b>International market</b></p><p><b>US Stocks Closed: The Three Major Indexes Collectively Closed Lower, Nasdaq Dropped Over 1%</b></p><p>The US stock market opened higher and went lower, continuing the recent decline. All three major stock indexes closed down, and the Nasdaq fell by more than 1%. At the close, it was 10.5% lower than the historical closing high set in November last year, entering the technical correction range. By the close, the Dow was down 0.96% at 35,028.65; The S&P 500 fell 0.97% to 4,532.76; The Nasdaq fell 1.15% to 14,340.30.</p><p>Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 2.1%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 1.65%,<a href=\"https://laohu8.com/S/FB\">Meta</a>up 0.45%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>down 0.65%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 0.22%, and Naifei rose 0.99%.</p><p>New energy vehicle stocks generally fell,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>down 3.38%,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>down 6.50%,<a href=\"https://laohu8.com/S/WKHS\">Workhorse</a>down 3.83%,<a href=\"https://laohu8.com/S/RIDE\">Lordstown</a>down 2.04%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 5.14%,<a href=\"https://laohu8.com/S/LCID\">Lucid</a>up 2.09%.</p><p><b>Popular Chinese concept stocks are mixed, and new energy automobile stocks collectively fall</b></p><p>Popular Chinese stocks closed mixed, and new energy vehicle stocks fell.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell 3.31%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 7.44%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>down 3.97%;<a href=\"https://laohu8.com/S/WIMI\">Micro-holography</a>Over 16%, the company is accelerating the layout of \"meta-universification\" of the industry;<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 4.58%,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>up 4.81%,<a href=\"https://laohu8.com/S/TCEHY\">Tencent ADR</a>up 2.86%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 2.37%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>up 1.69%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>up 1.01%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>up 0.83%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>up 0.24%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>down 0.67%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>down 1.50%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>down 0.71%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>down 1.02%.</p><p><b>U.S. oil closed 1.8% higher Brent oil rose 1.1%, both at the highest closing price in seven years</b></p><p>WTI crude oil rose $1.53, or 1.8%, to close at $86.96 per barrel, reaching an intraday high of $87.92; Brent crude rose 93 cents, or 1.1%, to close at $88.44 a barrel, after hitting a high of $89.17 during the session.</p><p><b>Gold futures closed 1.7% higher Wednesday, their highest close in two months</b></p><p>This is the first time that gold futures prices have recorded gains in four trading days. Gold futures for February delivery rose $30.80, or 1.7%, to close at $1,843.20 an ounce on the New York Mercantile Exchange on Wednesday. The price of gold futures fell consecutively in the previous three trading days.</p><p><b>The main indexes of European stocks were mixed, with France's CAC40 rising 0.55%</b></p><p>Germany's DAX30 index closed up 0.20% on Wednesday,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.40%, France's CAC40 index rose 0.55%, Europe's Stoxx 50 index rose 0.26%, Spain's IBEX35 index fell 0.06%, and Italy's FTSE MIB index fell 0.41%.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2204527050\" target=\"_blank\"><b>Biden shouts! It is now necessary for the Fed to properly calibrate support policy</b></a></p><p>On Wednesday, Biden called out the Fed to rein in price increases and expressed support for the Fed's independence (in setting monetary policy). At the same time, Biden also said that Capitol Hill should confirm Powell * as chairman of the Federal Reserve without delay. Regarding the COVID-19 epidemic, Biden said that the United States will not follow the old path of lockdown in the prevention and control of the COVID-19 epidemic.</p><p><a href=\"https://laohu8.com/NW/2204057903\" target=\"_blank\"><b>US Treasury Secretary Yellen believes Omicron won't derail US economic recovery</b></a><b></b></p><p>U.S. Treasury Secretary Janet Yellen said she does not expect the omicron variant of the coronavirus to derail the ongoing economic recovery. \"Yes, omicron presents a challenge that could affect some data in the coming months,\" Yellen said in a speech to a meeting of U.S. mayors on Wednesday. \"But I believe it won't derail one of the strongest periods of economic growth in a century.\"</p><p><a href=\"https://laohu8.com/NW/2204052420\" target=\"_blank\"><b>SEC: Crypto exchanges to face more SEC oversight</b></a><b></b></p><p>Cryptocurrency exchanges are bound to be the focus of the Securities and Exchange Commission's (SEC) rectification in the digital asset space in 2022. SEC Chairman Gensler expressed hope Wednesday that trading platforms will take steps in the coming months to become more directly regulated by financial regulators in Washington. He said that tighter regulation is crucial for cryptocurrency investors to get the same protection as investors in stocks or other assets. \"I have asked the staff to study all ways to bring these platforms into the scope of investor protection. If the trading platforms are not regulated, the public will experience another vulnerable year.\"</p><p><a href=\"https://laohu8.com/NW/2204500600\" target=\"_blank\"><b>Biden signs national security memorandum to boost U.S. national cybersecurity</b></a><b></b></p><p>U.S. President Joe Biden signed a national security memorandum on Jan. 19, local time, setting new cybersecurity requirements for the more sensitive national security systems of the Department of Defense, intelligence agencies and other federal agencies, The Hill reported.</p><p><b>The UK and US announced they would launch metal tariff talks as Johnson was mired in a deep crisis of public opinion</b></p><p>On Wednesday, the U.S. and the U.K. issued a joint statement saying the two countries would launch talks to resolve a trade dispute over U.S. tariffs on imported steel and aluminum. The sides did not disclose a specific date or timeline for the talks, but they will involve global steel and aluminum overcapacity, including U.S. tariffs on metals from the U.K. It is reported that the negotiations will also involve Britain's 25% retaliatory tariffs on American products, including whisky, motorcycles, jeans and tobacco.</p><p><b>Europe is shifting policy focus away from omicron despite record infections</b></p><p>Germany, France and Italy reported nearly 800,000 COVID cases on Tuesday. This shows that the pandemic restrictions that have dominated people's daily lives for the past two years have had little effect on slowing the spread of omicron. European governments are calling for new countermeasures at a time when the mutant strain is extremely contagious and existing prevention measures are riddled with holes and even futile. Some want to treat the virus as an endemic, not a global pandemic.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2204505240\" target=\"_blank\"><b>A jump of more than 16%! Luckin Coffee Wants to Return to Nasdaq</b></a><b></b></p><p>Two people familiar with the matter revealed that currently listed on the US stock powder list market<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Plans to relist on the Nasdaq are being studied, possibly as soon as the end of the year.<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>It closed up more than 16% at $11.5 in the pink sheet market.</p><p><a href=\"https://laohu8.com/NW/2204052585\" target=\"_blank\"><b>To replicate Netflix's success, Disney establishes new division to implement localization strategy</b></a><b></b></p><p>Entertainment giant Disney has announced that it has formed an international content group to expand its streaming services in different markets. The newly created division will be headed by Rebecca Campbell, Disney's streaming executive, who will report directly to Disney CEO Bob Chapek.</p><p><a href=\"https://laohu8.com/NW/1111428287\" target=\"_blank\"><b>United Continental Q4 revenue of $8.192 billion, net loss of $646 million</b></a><b></b></p><p>According to the financial report, the revenue in the fourth quarter was USD 8.192 billion, compared with the market expectation of USD 7.988 billion; Net loss of $646 million compared to the market expectation of a net loss of $624 million; The loss per share was $1.99, compared to the market expectation for a loss of $1.93.</p><p><a href=\"https://laohu8.com/NW/2204205271\" target=\"_blank\"><b>U.S. Ford recalls 200,000 vehicles over brake light issues</b></a><b></b></p><p>America<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The company announced a recall of about 200,000 vehicles due to brake light problems, including 2014 and 2015 Ford \"Fusion\" models, Lincoln MKZ midsize vehicles and some 2015 \"Mustang\" models.</p><p><a href=\"https://laohu8.com/NW/1140814192\" target=\"_blank\"><b>Source says 5G-equipped iPhone SE will be released in April or May</b></a><b></b></p><p>According to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company is ramping up production of the 5G iPhone SE, which could be released in April or May. The report quoted display industry consultant Ross Young as saying that panel production for the display for the iPhone SE 3 will begin this month, with actual production of the phone itself likely to begin in March.</p><p><a href=\"https://laohu8.com/NW/1199104852\" target=\"_blank\"><b>Morgan Stanley's 2021 Full Year Revenue and Profit Hit New All-Time Highs</b></a><b></b></p><p>On Wednesday morning, local time in the United States, the final appearance of the six major banks on Wall Street<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Announced its four-quarter report for fiscal 2021. According to the data, Morgan Stanley achieved revenue of $14.52 billion in Q4 2021, which was basically the same as the previous two quarters and slightly worse than the estimate of $14.6 billion; Net income was $3.696 billion, or $2.01 EPS, compared to the analyst consensus estimate of $1.91. The company's full-year revenue of $59.8 billion and profit of $15 billion also set new record highs.</p><p><a href=\"https://laohu8.com/NW/1107828465\" target=\"_blank\"><b>Procter & Gamble's FY22 Q2 Net Profit Increased 10% YoY, Raised Full-Year Guidance</b></a><b></b></p><p>Consumer goods giants in premarket Wednesday EST<a href=\"https://laohu8.com/S/PG\">P&G</a>It announced its Q4 results, and its revenue and profit both exceeded expectations, and consumers seemed unaffected by the price increase. According to the financial report, P&G's net sales in the fourth quarter were USD 21 billion, a year-on-year increase of 6%, and the market expected USD 20.35 billion; Net income for the fourth quarter was $4.223 billion, compared with expectations of $4.22 billion.</p><p><a href=\"https://laohu8.com/NW/2204057632\" target=\"_blank\"><b>Alcoa's fourth-quarter sales of $3.34 billion</b></a><b></b></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a>The company's fourth-quarter sales were $3.34 billion, compared with the market estimate of $3.36 billion; Adjusted EPS of $2.50 vs. Market Estimate of $1.86; Adjusted EPS of $2.50 vs. Analysts' Expectations of $1.86; Adjusted EBITDA was $896 million, compared to analysts' expectations of $895.5 million.</p><p><a href=\"https://laohu8.com/NW/2204068859\" target=\"_blank\"><b>Berkshire plans $3.9 billion in wind and solar projects</b></a><b></b></p><p>Warren Buffett's Berkshire plans to spend $3.9 billion to send more wind and solar power to Iowa. The project is expected to be one of the largest in the renewable energy industry.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: The Nasdaq fell into the callback range! Luckin wants to relist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: The Nasdaq fell into the callback range! Luckin wants to relist\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-20 07:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract:</b>The three major U.S. stock indexes closed down collectively, and new energy vehicle stocks generally fell; The message said<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Study plans to relist in the United States; Crude oil continues to brush at a high level for more than seven years;<a href=\"https://laohu8.com/S/DIS\">Disney</a>The establishment of a new department to implement the localization strategy;<a href=\"https://laohu8.com/S/UAL\">United Continental Airlines</a>Q4 revenue of $8.192 billion, net loss of $646 million>>><b>International market</b></p><p><b>US Stocks Closed: The Three Major Indexes Collectively Closed Lower, Nasdaq Dropped Over 1%</b></p><p>The US stock market opened higher and went lower, continuing the recent decline. All three major stock indexes closed down, and the Nasdaq fell by more than 1%. At the close, it was 10.5% lower than the historical closing high set in November last year, entering the technical correction range. By the close, the Dow was down 0.96% at 35,028.65; The S&P 500 fell 0.97% to 4,532.76; The Nasdaq fell 1.15% to 14,340.30.</p><p>Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 2.1%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 1.65%,<a href=\"https://laohu8.com/S/FB\">Meta</a>up 0.45%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>down 0.65%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 0.22%, and Naifei rose 0.99%.</p><p>New energy vehicle stocks generally fell,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>down 3.38%,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>down 6.50%,<a href=\"https://laohu8.com/S/WKHS\">Workhorse</a>down 3.83%,<a href=\"https://laohu8.com/S/RIDE\">Lordstown</a>down 2.04%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 5.14%,<a href=\"https://laohu8.com/S/LCID\">Lucid</a>up 2.09%.</p><p><b>Popular Chinese concept stocks are mixed, and new energy automobile stocks collectively fall</b></p><p>Popular Chinese stocks closed mixed, and new energy vehicle stocks fell.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell 3.31%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 7.44%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>down 3.97%;<a href=\"https://laohu8.com/S/WIMI\">Micro-holography</a>Over 16%, the company is accelerating the layout of \"meta-universification\" of the industry;<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 4.58%,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>up 4.81%,<a href=\"https://laohu8.com/S/TCEHY\">Tencent ADR</a>up 2.86%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 2.37%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>up 1.69%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>up 1.01%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>up 0.83%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>up 0.24%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>down 0.67%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>down 1.50%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>down 0.71%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>down 1.02%.</p><p><b>U.S. oil closed 1.8% higher Brent oil rose 1.1%, both at the highest closing price in seven years</b></p><p>WTI crude oil rose $1.53, or 1.8%, to close at $86.96 per barrel, reaching an intraday high of $87.92; Brent crude rose 93 cents, or 1.1%, to close at $88.44 a barrel, after hitting a high of $89.17 during the session.</p><p><b>Gold futures closed 1.7% higher Wednesday, their highest close in two months</b></p><p>This is the first time that gold futures prices have recorded gains in four trading days. Gold futures for February delivery rose $30.80, or 1.7%, to close at $1,843.20 an ounce on the New York Mercantile Exchange on Wednesday. The price of gold futures fell consecutively in the previous three trading days.</p><p><b>The main indexes of European stocks were mixed, with France's CAC40 rising 0.55%</b></p><p>Germany's DAX30 index closed up 0.20% on Wednesday,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.40%, France's CAC40 index rose 0.55%, Europe's Stoxx 50 index rose 0.26%, Spain's IBEX35 index fell 0.06%, and Italy's FTSE MIB index fell 0.41%.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2204527050\" target=\"_blank\"><b>Biden shouts! It is now necessary for the Fed to properly calibrate support policy</b></a></p><p>On Wednesday, Biden called out the Fed to rein in price increases and expressed support for the Fed's independence (in setting monetary policy). At the same time, Biden also said that Capitol Hill should confirm Powell * as chairman of the Federal Reserve without delay. Regarding the COVID-19 epidemic, Biden said that the United States will not follow the old path of lockdown in the prevention and control of the COVID-19 epidemic.</p><p><a href=\"https://laohu8.com/NW/2204057903\" target=\"_blank\"><b>US Treasury Secretary Yellen believes Omicron won't derail US economic recovery</b></a><b></b></p><p>U.S. Treasury Secretary Janet Yellen said she does not expect the omicron variant of the coronavirus to derail the ongoing economic recovery. \"Yes, omicron presents a challenge that could affect some data in the coming months,\" Yellen said in a speech to a meeting of U.S. mayors on Wednesday. \"But I believe it won't derail one of the strongest periods of economic growth in a century.\"</p><p><a href=\"https://laohu8.com/NW/2204052420\" target=\"_blank\"><b>SEC: Crypto exchanges to face more SEC oversight</b></a><b></b></p><p>Cryptocurrency exchanges are bound to be the focus of the Securities and Exchange Commission's (SEC) rectification in the digital asset space in 2022. SEC Chairman Gensler expressed hope Wednesday that trading platforms will take steps in the coming months to become more directly regulated by financial regulators in Washington. He said that tighter regulation is crucial for cryptocurrency investors to get the same protection as investors in stocks or other assets. \"I have asked the staff to study all ways to bring these platforms into the scope of investor protection. If the trading platforms are not regulated, the public will experience another vulnerable year.\"</p><p><a href=\"https://laohu8.com/NW/2204500600\" target=\"_blank\"><b>Biden signs national security memorandum to boost U.S. national cybersecurity</b></a><b></b></p><p>U.S. President Joe Biden signed a national security memorandum on Jan. 19, local time, setting new cybersecurity requirements for the more sensitive national security systems of the Department of Defense, intelligence agencies and other federal agencies, The Hill reported.</p><p><b>The UK and US announced they would launch metal tariff talks as Johnson was mired in a deep crisis of public opinion</b></p><p>On Wednesday, the U.S. and the U.K. issued a joint statement saying the two countries would launch talks to resolve a trade dispute over U.S. tariffs on imported steel and aluminum. The sides did not disclose a specific date or timeline for the talks, but they will involve global steel and aluminum overcapacity, including U.S. tariffs on metals from the U.K. It is reported that the negotiations will also involve Britain's 25% retaliatory tariffs on American products, including whisky, motorcycles, jeans and tobacco.</p><p><b>Europe is shifting policy focus away from omicron despite record infections</b></p><p>Germany, France and Italy reported nearly 800,000 COVID cases on Tuesday. This shows that the pandemic restrictions that have dominated people's daily lives for the past two years have had little effect on slowing the spread of omicron. European governments are calling for new countermeasures at a time when the mutant strain is extremely contagious and existing prevention measures are riddled with holes and even futile. Some want to treat the virus as an endemic, not a global pandemic.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2204505240\" target=\"_blank\"><b>A jump of more than 16%! Luckin Coffee Wants to Return to Nasdaq</b></a><b></b></p><p>Two people familiar with the matter revealed that currently listed on the US stock powder list market<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Plans to relist on the Nasdaq are being studied, possibly as soon as the end of the year.<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>It closed up more than 16% at $11.5 in the pink sheet market.</p><p><a href=\"https://laohu8.com/NW/2204052585\" target=\"_blank\"><b>To replicate Netflix's success, Disney establishes new division to implement localization strategy</b></a><b></b></p><p>Entertainment giant Disney has announced that it has formed an international content group to expand its streaming services in different markets. The newly created division will be headed by Rebecca Campbell, Disney's streaming executive, who will report directly to Disney CEO Bob Chapek.</p><p><a href=\"https://laohu8.com/NW/1111428287\" target=\"_blank\"><b>United Continental Q4 revenue of $8.192 billion, net loss of $646 million</b></a><b></b></p><p>According to the financial report, the revenue in the fourth quarter was USD 8.192 billion, compared with the market expectation of USD 7.988 billion; Net loss of $646 million compared to the market expectation of a net loss of $624 million; The loss per share was $1.99, compared to the market expectation for a loss of $1.93.</p><p><a href=\"https://laohu8.com/NW/2204205271\" target=\"_blank\"><b>U.S. Ford recalls 200,000 vehicles over brake light issues</b></a><b></b></p><p>America<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The company announced a recall of about 200,000 vehicles due to brake light problems, including 2014 and 2015 Ford \"Fusion\" models, Lincoln MKZ midsize vehicles and some 2015 \"Mustang\" models.</p><p><a href=\"https://laohu8.com/NW/1140814192\" target=\"_blank\"><b>Source says 5G-equipped iPhone SE will be released in April or May</b></a><b></b></p><p>According to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company is ramping up production of the 5G iPhone SE, which could be released in April or May. The report quoted display industry consultant Ross Young as saying that panel production for the display for the iPhone SE 3 will begin this month, with actual production of the phone itself likely to begin in March.</p><p><a href=\"https://laohu8.com/NW/1199104852\" target=\"_blank\"><b>Morgan Stanley's 2021 Full Year Revenue and Profit Hit New All-Time Highs</b></a><b></b></p><p>On Wednesday morning, local time in the United States, the final appearance of the six major banks on Wall Street<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Announced its four-quarter report for fiscal 2021. According to the data, Morgan Stanley achieved revenue of $14.52 billion in Q4 2021, which was basically the same as the previous two quarters and slightly worse than the estimate of $14.6 billion; Net income was $3.696 billion, or $2.01 EPS, compared to the analyst consensus estimate of $1.91. The company's full-year revenue of $59.8 billion and profit of $15 billion also set new record highs.</p><p><a href=\"https://laohu8.com/NW/1107828465\" target=\"_blank\"><b>Procter & Gamble's FY22 Q2 Net Profit Increased 10% YoY, Raised Full-Year Guidance</b></a><b></b></p><p>Consumer goods giants in premarket Wednesday EST<a href=\"https://laohu8.com/S/PG\">P&G</a>It announced its Q4 results, and its revenue and profit both exceeded expectations, and consumers seemed unaffected by the price increase. According to the financial report, P&G's net sales in the fourth quarter were USD 21 billion, a year-on-year increase of 6%, and the market expected USD 20.35 billion; Net income for the fourth quarter was $4.223 billion, compared with expectations of $4.22 billion.</p><p><a href=\"https://laohu8.com/NW/2204057632\" target=\"_blank\"><b>Alcoa's fourth-quarter sales of $3.34 billion</b></a><b></b></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a>The company's fourth-quarter sales were $3.34 billion, compared with the market estimate of $3.36 billion; Adjusted EPS of $2.50 vs. Market Estimate of $1.86; Adjusted EPS of $2.50 vs. Analysts' Expectations of $1.86; Adjusted EBITDA was $896 million, compared to analysts' expectations of $895.5 million.</p><p><a href=\"https://laohu8.com/NW/2204068859\" target=\"_blank\"><b>Berkshire plans $3.9 billion in wind and solar projects</b></a><b></b></p><p>Warren Buffett's Berkshire plans to spend $3.9 billion to send more wind and solar power to Iowa. The project is expected to be one of the largest in the renewable energy industry.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index","LKNCY":"瑞幸咖啡",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169412220","content_text":"摘要：美股三大指数集体收跌，新能源汽车股普遍下挫；消息称瑞幸咖啡研究在美国重新上市的计划；原油续刷七年多来高位；迪士尼成立新部门践行本土化战略；联合大陆航空Q4营收81.92亿美元，净亏损6.46亿美元>>>国际市场美股收盘：三大指数集体收跌，纳指跌超1%美股市场高开低走，延续了近期的跌势，三大股指悉数收跌，纳指跌超1%，收盘时较去年11月创下的历史收盘高点低10.5%，进入技术性回调区间。截至收盘，道琼斯指数跌0.96%，报35,028.65点；标普500指数跌0.97%，报4,532.76点；纳斯达克指数跌1.15%，报14,340.30点。大型科技股涨跌互现，苹果跌2.1%，亚马逊跌1.65%，Meta涨0.45%，谷歌跌0.65%，微软涨0.22%，奈飞涨0.99%。新能源汽车股普遍下挫，特斯拉跌3.38%，Nikola跌6.50%，Workhorse跌3.83%，Lordstown跌2.04%，Rivian跌5.14%，Lucid涨2.09%。热门中概股涨跌不一，新能源汽车股集体下挫热门中概股收盘涨跌互现，新能源汽车股纷纷下挫，蔚来汽车跌3.31%，小鹏汽车跌7.44%，理想汽车跌3.97%；微美全息涨超16%，该公司正加快产业“元宇宙化”布局；拼多多涨4.58%，滴滴涨4.81%，腾讯ADR涨2.86%，新东方涨2.37%，网易涨1.69%，百度涨1.01%，爱奇艺涨0.83%，微博涨0.24%，阿里巴巴跌0.67%，京东跌1.50%，哔哩哔哩跌0.71%，腾讯音乐跌1.02%。美油收高1.8%布油涨1.1%，均创7年来最高收盘价WTI原油上涨1.53美元，涨幅为1.8%，收于每桶86.96美元，盘中最高达到87.92美元；布伦特原油上涨93美分，涨幅为1.1%，收于每桶88.44美元，盘中一度触及89.17美元的高位。黄金期货周三收高1.7%，创两个月来最高收盘价这是黄金期货价格四个交易日来首次录得涨幅。周三纽约商品交易所2月交割的黄金期货价格上涨30.80美元，或1.7%，收于每盎司1843.20美元。此前三个交易日黄金期货价格连续下跌。欧股主要指数涨跌不一，法国CAC40涨0.55%德国DAX30指数周三收涨0.20%，英国富时100指数涨0.40%，法国CAC40指数涨0.55%，欧洲斯托克50指数涨0.26%，西班牙IBEX35指数跌0.06%，意大利富时MIB指数跌幅0.41%。国际宏观拜登喊话！美联储现在有必要适当地校准支持政策周三，拜登喊话美联储控制物价上涨，并表示支持美联储（在制定货币政策方面）的独立性。同时，拜登还表示国会山应当丝毫不拖延地确认鲍威尔连任美联储主席。对于新冠疫情，拜登说美国不会在新冠肺炎疫情防控方面走封锁的老路。美国财长耶伦相信Omicron不会导致美国经济复苏脱轨美国财政部长珍妮特·耶伦表示，她预计冠状病毒omicron变异株不会破坏持续的经济复苏。“是的，omicron带来了一个挑战，未来几个月可能会影响一些数据，”耶伦周三在美国市长会议上发表讲话称。“但我相信，它不会让一个世纪以来最强劲的经济增长时期之一脱轨。”美国证交会：加密货币交易所将面临美国证券交易委员会更多监督加密货币交易所势将成为美国证交会（SEC）2022年在数字资产领域的整顿重点。美国证交会主席根斯勒周三表示，希望交易平台将在未来几个月采取措施，以受华盛顿金融监管机构更直接的监管。他表示，加强监管对加密货币投资者获得与股票或其它资产投资者同样的保护至关重要。“我已经要求工作人员研究所有方法，将这些平台纳入投资者保护范围，如果交易平台不受监管，公众将再度经受易受冲击的一年。”拜登签署国家安全备忘录，以提高美国国家网络安全据《国会山报》报道，美国总统拜登当地时间1月19日签署了一份国家安全备忘录，为国防部、情报机构和其他联邦机构较为敏感的国家安全系统设定了新的网络安全要求。约翰逊深陷舆论危机之际，英美两国宣布将启动金属关税谈判周三，美国和英国发布联合声明称，两国将启动谈判以解决因美国对进口钢铁和铝征收关税而引发的贸易争端。双方并未透露谈判的具体日期或时间表，但谈判将涉及全球钢铁和铝产能过剩，包括美国对来自英国的金属征收关税。据悉，谈判还将涉及英国对美国产品征收的25%报复性关税，具体包括威士忌、摩托车、牛仔裤和烟草等。尽管感染人数创新高，欧洲正将政策重心移开omicron德国、法国和意大利周二公布的新冠病例数接近80万。这表明，过去两年来支配着人们日常生活的防疫限制措施对减缓omicron传播几无效果。在这种变异毒株传染性极强，而现有防疫措施千疮百孔甚至是徒劳无用的情况下，欧洲政府正呼吁采取新对策。有人希望把这种病毒当成一种地方性流行病，而不是全球大流行病来对待。公司新闻大涨逾16%！瑞幸咖啡要重回纳斯达克两位知情人士透露，目前在美股粉单市场上市的瑞幸咖啡正在研究在纳斯达克重新上市的计划，最快可能将在今年年底进行。瑞幸咖啡在粉单市场收涨超16%，报11.5美元。欲复制奈飞的成功，迪士尼成立新部门践行本土化战略娱乐巨头迪士尼宣布，它已经成立了一个国际内容集团，以扩大其在不同市场的流媒体服务。这一新成立的部门将由迪士尼流媒体业务高管Rebecca Campbell负责，她将直接向迪士尼首席执行官Bob Chapek汇报工作。联合大陆航空Q4营收81.92亿美元，净亏损6.46亿美元财报显示，第四季度营收81.92亿美元，市场预期79.88亿美元；净亏损6.46亿美元，市场预期净亏损6.24亿美元；每股亏损1.99美元，市场预期亏损1.93美元。美国福特公司因刹车灯问题召回20万辆汽车美国福特汽车公司宣布因刹车灯问题召回约20万辆汽车，召回的车型包括2014款和2015款福特“蒙迪欧”（Fusion），林肯MKZ中型车和部分2015款“野马”（Mustang）。消息称配备5G功能的iPhone SE将于4月或5月发布据报道，苹果公司正在加紧生产5G iPhone SE，该产品可能会在4月或5月发布。报道援引显示屏行业顾问Ross Young的消息称，用于 iPhone SE 3的显示屏的面板生产将于本月开始，手机本身的实际生产可能会在3月开始。摩根士丹利2021年全年营收和利润刷新历史新高美国当地时间周三早晨，华尔街六大行中压轴出场的摩根士丹利公布了2021财年四季报。数据显示，摩根士丹利2021年Q4实现营收145.2亿美元，与前两个季度基本持平，略逊于146亿美元的预期；净利润36.96亿美元，折合EPS 2.01美元，分析师一致预期1.91美元。公司的全年营收598亿美元和利润150亿美元也刷新历史新高。宝洁2022财年Q2净利同比增10%，上调全年业绩指引美东时间周三盘前，消费品巨头宝洁公布了Q4业绩，其营收与利润均超出了预期，消费者似乎未受价格上涨的影响。财报显示，宝洁四季度销售净额210亿美元，同比增长6%，市场预期203.5亿美元；四季度净利润42.23亿美元，预期为42.2亿美元。美国铝业公司第四季度销售额33.4亿美元美国铝业公司第四季度销售额33.4亿美元，市场预估33.6亿美元；调整后每股收益2.50美元，市场预估1.86美元；调整后EPS为2.50美元，分析师预期1.86美元；调整后EBITDA为8.96亿美元，分析师预期8.955亿美元。伯克希尔计划投资39亿美元建设风能和太阳能项目沃伦·巴菲特的伯克希尔公司计划斥资39亿美元，为爱荷华州输送更多风电和太阳能发电。该项目有望成为可再生能源行业规模最大的项目之一。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"LKNCY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001649684,"gmtCreate":1641252072668,"gmtModify":1676533587555,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"🐮","listText":"🐮","text":"🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001649684","repostId":"2200428519","repostType":4,"isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009182966,"gmtCreate":1640568917582,"gmtModify":1676533526267,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"💊","listText":"💊","text":"💊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009182966","repostId":"1134513547","repostType":4,"repost":{"id":"1134513547","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1640566185,"share":"https://ttm.financial/m/news/1134513547?lang=en_US&edition=fundamental","pubTime":"2021-12-27 08:49","market":"hk","language":"zh","title":"The epidemic situation in Europe and America is fierce, and 3,000 flights worldwide have been cancelled. What is the impact?","url":"https://stock-news.laohu8.com/highlight/detail?id=1134513547","media":"券商中国","summary":"疫情下的圣诞节，显得格外危险。\n最严重的仍然是英国，单日确诊数量已超过12万例，再创历史新高，感染奥密克戎毒株的确诊病例已达到2.3万；法国的情况也不容乐观，12月25日的确诊数超过10万例，是疫情暴","content":"<p>Christmas under the epidemic is particularly dangerous.</p><p>The most serious is still the UK, where the number of confirmed cases in a single day has exceeded 120,000, another record high, and the number of confirmed cases infected with Omicron strain has reached 23,000; The situation in France is also not optimistic. On December 25th, the number of confirmed cases exceeded 100,000, the first time since the outbreak of the epidemic; In addition, the number of confirmed cases in Italy also \"exploded\". On the 25th, the number of newly confirmed cases exceeded 50,000, which has set a new historical record for three consecutive days. The epidemic situation in the United States is also very severe. As of December 22nd, cases of \"Omicron\" strain infection have been found in all 50 states in the United States.</p><p>The raging epidemic has always disturbed the air tourism industry, and the rapid spread of Omicron strain has aggravated this negative impact. According to the data, on Christmas Eve and Christmas Day, airlines cancelled more than 3,000 flights worldwide; In addition, the American cruise industry has frequently received \"terror\" bad news, and many cruise ships have confirmed cases.</p><p>In this context, specific drugs for COVID-19 are particularly important. Up to now, Pfizer's Paxlovid pill and Merck's molnupiravir have received emergency use authorization from the U.S. Food and Drug Administration (FDA). However, due to production capacity, the first batch of Pfizer's new crown-specific drugs has only 65,000 courses of treatment, all of which have been sold out. The U.S. federal government will distribute them this week based on the population of each state.</p><p>The epidemic situation in Europe and America completely \"exploded\"</p><p>Just past Christmas, the Omicron epidemic in Europe and the United States was still raging.</p><p>First of all, look at the UK. Due to the Christmas holiday, the latest official epidemic data was December 24th. On that day, there were 122,186 new positive cases of COVID-19 in the UK, setting another record high, with 137 new deaths in COVID-19; A total of 11,891,292 positive cases in COVID-19 and 147,857 deaths in COVID-19.</p><p>In the 24 hours to December 24th, there were 23,719 new cases infected with Omicron strain in the UK, and the total number of confirmed cases infected with Omicron strain in the country was 114,625.</p><p>In the face of the growing number of confirmed cases, the British government is increasingly nervous. According to the latest British media report, British Prime Minister Boris will review the latest data of Omicron strain on Monday (December 27th), and it is expected that the latest epidemic prevention restrictions will be introduced in England as soon as next Monday.</p><p>At the same time, British government scientists have used models to predict that stricter epidemic prevention measures may need to be implemented until the end of March next year before they will be effective.</p><p>The situation in France is not optimistic either. According to official data, there were 104,611 new confirmed cases in COVID-19 in France on the 25th, and the number of new confirmed cases in a single day exceeded 100,000 for the first time since the outbreak of the epidemic. French Health Minister Verand said the Omicron strain will become the dominant strain circulating in France during the holidays at the end of this year.</p><p><b>In addition, the number of confirmed cases in Italy has also \"exploded\". Statistics released by the Italian Ministry of Health on the 25th show that in the past 24 hours, the number of newly confirmed cases in COVID-19 in the country exceeded 50,000, reaching 54,762, setting a record for the highest number of daily cases since the outbreak of the epidemic for three consecutive days. In the week from December 17th to 23rd, the number of newly confirmed cases in Italy increased by 42.3% compared with the previous week.</b><img src=\"https://static.tigerbbs.com/3d84de403c35b64c33b4ac0efc7246b1\" tg-width=\"830\" tg-height=\"363\" referrerpolicy=\"no-referrer\">At present, Europe's anti-epidemic plan is still facing great difficulties. The epidemic situation in the United States is also very severe. As of December 22nd, cases of \"Omicron\" strain infection have been found in more than 50 states in the United States. The average daily number of new cases in the United States rose 45% to 179,000 over the past week, according to statistics.</p><p>CNN reports that the current COVID-19 infection rate in the United States has surpassed the peak of summer Delta strain infections as the Omicron variant spreads in the United States.</p><p>According to a new analysis by the University of Washington, the number of infected cases of Omicron strain in the United States has surged, and if this trend continues to spread, it will reach the peak of a large-scale infection wave at the end of January next year. By then, the number of daily confirmed cases in the United States will exceed 400,000, and this value will far exceed the daily number of 250,000 confirmed cases in the peak of winter 2020.</p><p>As of the 24th, more than 69,000 Americans were hospitalized with COVID-19, according to the U.S. Department of Health and Human Services. Twelve states saw at least a 10% increase in COVID-19 hospitalizations over the past week compared to the previous week. Health experts have warned that the Omicron variant could overwhelm the U.S. health system.</p><p>Flight 3000 was cancelled and the \"terror cruise\" reappeared</p><p>The raging epidemic has always disturbed the air tourism industry, and the rapid spread of Omicron has aggravated this negative impact.</p><p>Every Christmas has always been a rare peak season for American airlines and tourism. However, due to the threat of the new crown epidemic, global airlines have to cancel a large number of original planned passenger flight plans.</p><p>According to flight information tracking website FlightAware, on Christmas Eve and Christmas Day, airlines canceled more than 3,000 flights worldwide, about 20% of which were flights into and out of the United States.</p><p>Among them, on the day before Christmas, United Airlines alone canceled more than 180 flights, accounting for about 9% of its total planned flights, and about 111 flights were cancelled on Christmas Day; Delta Air Lines, another major U.S. carrier, canceled 163 flights on Friday, about 8% of its original plan, and another 140 on Saturday.</p><p>United's announcement on Thursday said that this week, the number of Omicron infections generally increased across the United States, which had a direct impact on the company's flight staff and operations staff, so it had to cancel some flights.</p><p>Some airlines expect hundreds more flights to be cancelled on Sunday. Delta expects more than 300 flights to be canceled on Dec. 26.</p><p>At the same time, the American cruise industry has frequently received \"terror\" bad news. Last Thursday, local time, the cruise company Royal Caribbean said that the company's \"Ocean Odyssey\" found 55 positive cases of COVID-19 a few days after sailing from Fort Lauderdale, Florida, USA. Therefore, the cruise ship was refused entry by two islands, Curacao and Aruba, the Netherlands.</p><p>It is worth noting that these 55 confirmed cases of COVID-19 have all been vaccinated before. At present, most of the confirmed cases have only mild symptoms or no symptoms at all. The Odyssey of the Seas can accommodate up to 5,500 tourists and a crew of 1,600. This means that the number of positives accounts for 1.1% of the total number of people on board.</p><p>The cruise ship Odyssey of the Seas has been at sea since it was denied entry, and the ship is scheduled to return to the United States on Dec. 26.</p><p><b>This is not the first \"terror cruise ship\" in the United States. According to data from the U.S. Centers for Disease Control and Prevention, as of last Monday, 40 cruise ships operating in U.S. waters had COVID-19 cases. Carnival, Norwegian and Royal Caribbean all have operating ships featured on the list, though the list has far more Royal Caribbean cruises than its competitors, with a total of 19 reported Covid cases.</b></p><p>COVID-19 specific drug production capacity is in short supply</p><p>The fierce epidemic is putting tremendous pressure on the medical systems in Europe and the United States, so the specific drug for COVID-19 is particularly important.</p><p>Up to now, Pfizer's Paxlovid pill and Merck's molnupiravir have obtained emergency use authorization from the U.S. Food and Drug Administration (FDA).</p><p>In early November, Pfizer announced the therapeutic effect data of its COVID-19 oral specific drug. Patients treated with Paxlovid had an 89% lower risk of hospitalization or death from any cause related to COVID-19, and there were no deaths in the treatment group, and Pfizer said that recent laboratory data show that Paxlovid is still effective against the Omicron strain.</p><p>In addition, the therapeutic effect data of Merck's COVID-19 oral drug shows that for infected people with mild to moderate symptoms, molnupiravir can reduce their risk of hospitalization or death by 30%.</p><p>At present, the U.S. government has ordered 10 million courses of Pfizer drugs, but due to production capacity, the first batch of specific drugs has only 65,000 courses of treatment. According to Bloomberg, the U.S. federal government will make distributions based on state populations next week. New York's 20 million residents will get 3,180 courses of drugs, while Wyoming, which has only 500,000 residents, will only get about 100 courses of drugs.</p><p>It is expected that by the end of January next year, the production of Paxlovid specific drugs will reach 265,000 courses of treatment, and 10 million orders will be completed by July. In addition, at the end of January, 3 million courses of Merck's molnupiravir anti-COVID-19 drug ordered by the United States will also arrive.</p><p>Deutsche Bank's research arm believes that the biggest game-changer in 2022 could be anti-COVID oral drugs, which are expected to reduce hospitalizations and deaths.</p><p>In addition to oral medications, the scope of therapies is also expanding. For example, the U.S. Coronavirus Treatment Acceleration Program is supporting a range of therapies under development, such as antiviral pills, neutralizing antibodies, and immunomodulators that reduce the immune response to the virus and prevent the virus from entering an out-of-control state.<img src=\"https://static.tigerbbs.com/b33d284ab3865b0a84195d7412d26d83\" tg-width=\"863\" tg-height=\"636\" referrerpolicy=\"no-referrer\">At the same time, Deutsche Bank believes that the global production of COVID-19 vaccines will also accelerate in 2022. Production of the Pfizer vaccine is expected to increase by a third to 4 billion doses, and Moderna will also increase supply. A large percentage of these vaccines are likely to go to developing countries. Additionally, rolling out the vaccine to younger populations will push countries closer to herd immunity, with many countries having approved COVID vaccines for children.</p><p>Deutsche Bank believes that there are still risks with the new variants, and the arrival of Omicron once again proves this point. However, in the medium term, history shows that many viruses can become less dangerous over time, which is what happened in the Spanish Flu of 1918. With the advantages of modern medicine and the range of treatments being developed, it is believed that humans will eventually defeat this virus as well.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The epidemic situation in Europe and America is fierce, and 3,000 flights worldwide have been cancelled. What is the impact?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe epidemic situation in Europe and America is fierce, and 3,000 flights worldwide have been cancelled. What is the impact?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-12-27 08:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Christmas under the epidemic is particularly dangerous.</p><p>The most serious is still the UK, where the number of confirmed cases in a single day has exceeded 120,000, another record high, and the number of confirmed cases infected with Omicron strain has reached 23,000; The situation in France is also not optimistic. On December 25th, the number of confirmed cases exceeded 100,000, the first time since the outbreak of the epidemic; In addition, the number of confirmed cases in Italy also \"exploded\". On the 25th, the number of newly confirmed cases exceeded 50,000, which has set a new historical record for three consecutive days. The epidemic situation in the United States is also very severe. As of December 22nd, cases of \"Omicron\" strain infection have been found in all 50 states in the United States.</p><p>The raging epidemic has always disturbed the air tourism industry, and the rapid spread of Omicron strain has aggravated this negative impact. According to the data, on Christmas Eve and Christmas Day, airlines cancelled more than 3,000 flights worldwide; In addition, the American cruise industry has frequently received \"terror\" bad news, and many cruise ships have confirmed cases.</p><p>In this context, specific drugs for COVID-19 are particularly important. Up to now, Pfizer's Paxlovid pill and Merck's molnupiravir have received emergency use authorization from the U.S. Food and Drug Administration (FDA). However, due to production capacity, the first batch of Pfizer's new crown-specific drugs has only 65,000 courses of treatment, all of which have been sold out. The U.S. federal government will distribute them this week based on the population of each state.</p><p>The epidemic situation in Europe and America completely \"exploded\"</p><p>Just past Christmas, the Omicron epidemic in Europe and the United States was still raging.</p><p>First of all, look at the UK. Due to the Christmas holiday, the latest official epidemic data was December 24th. On that day, there were 122,186 new positive cases of COVID-19 in the UK, setting another record high, with 137 new deaths in COVID-19; A total of 11,891,292 positive cases in COVID-19 and 147,857 deaths in COVID-19.</p><p>In the 24 hours to December 24th, there were 23,719 new cases infected with Omicron strain in the UK, and the total number of confirmed cases infected with Omicron strain in the country was 114,625.</p><p>In the face of the growing number of confirmed cases, the British government is increasingly nervous. According to the latest British media report, British Prime Minister Boris will review the latest data of Omicron strain on Monday (December 27th), and it is expected that the latest epidemic prevention restrictions will be introduced in England as soon as next Monday.</p><p>At the same time, British government scientists have used models to predict that stricter epidemic prevention measures may need to be implemented until the end of March next year before they will be effective.</p><p>The situation in France is not optimistic either. According to official data, there were 104,611 new confirmed cases in COVID-19 in France on the 25th, and the number of new confirmed cases in a single day exceeded 100,000 for the first time since the outbreak of the epidemic. French Health Minister Verand said the Omicron strain will become the dominant strain circulating in France during the holidays at the end of this year.</p><p><b>In addition, the number of confirmed cases in Italy has also \"exploded\". Statistics released by the Italian Ministry of Health on the 25th show that in the past 24 hours, the number of newly confirmed cases in COVID-19 in the country exceeded 50,000, reaching 54,762, setting a record for the highest number of daily cases since the outbreak of the epidemic for three consecutive days. In the week from December 17th to 23rd, the number of newly confirmed cases in Italy increased by 42.3% compared with the previous week.</b><img src=\"https://static.tigerbbs.com/3d84de403c35b64c33b4ac0efc7246b1\" tg-width=\"830\" tg-height=\"363\" referrerpolicy=\"no-referrer\">At present, Europe's anti-epidemic plan is still facing great difficulties. The epidemic situation in the United States is also very severe. As of December 22nd, cases of \"Omicron\" strain infection have been found in more than 50 states in the United States. The average daily number of new cases in the United States rose 45% to 179,000 over the past week, according to statistics.</p><p>CNN reports that the current COVID-19 infection rate in the United States has surpassed the peak of summer Delta strain infections as the Omicron variant spreads in the United States.</p><p>According to a new analysis by the University of Washington, the number of infected cases of Omicron strain in the United States has surged, and if this trend continues to spread, it will reach the peak of a large-scale infection wave at the end of January next year. By then, the number of daily confirmed cases in the United States will exceed 400,000, and this value will far exceed the daily number of 250,000 confirmed cases in the peak of winter 2020.</p><p>As of the 24th, more than 69,000 Americans were hospitalized with COVID-19, according to the U.S. Department of Health and Human Services. Twelve states saw at least a 10% increase in COVID-19 hospitalizations over the past week compared to the previous week. Health experts have warned that the Omicron variant could overwhelm the U.S. health system.</p><p>Flight 3000 was cancelled and the \"terror cruise\" reappeared</p><p>The raging epidemic has always disturbed the air tourism industry, and the rapid spread of Omicron has aggravated this negative impact.</p><p>Every Christmas has always been a rare peak season for American airlines and tourism. However, due to the threat of the new crown epidemic, global airlines have to cancel a large number of original planned passenger flight plans.</p><p>According to flight information tracking website FlightAware, on Christmas Eve and Christmas Day, airlines canceled more than 3,000 flights worldwide, about 20% of which were flights into and out of the United States.</p><p>Among them, on the day before Christmas, United Airlines alone canceled more than 180 flights, accounting for about 9% of its total planned flights, and about 111 flights were cancelled on Christmas Day; Delta Air Lines, another major U.S. carrier, canceled 163 flights on Friday, about 8% of its original plan, and another 140 on Saturday.</p><p>United's announcement on Thursday said that this week, the number of Omicron infections generally increased across the United States, which had a direct impact on the company's flight staff and operations staff, so it had to cancel some flights.</p><p>Some airlines expect hundreds more flights to be cancelled on Sunday. Delta expects more than 300 flights to be canceled on Dec. 26.</p><p>At the same time, the American cruise industry has frequently received \"terror\" bad news. Last Thursday, local time, the cruise company Royal Caribbean said that the company's \"Ocean Odyssey\" found 55 positive cases of COVID-19 a few days after sailing from Fort Lauderdale, Florida, USA. Therefore, the cruise ship was refused entry by two islands, Curacao and Aruba, the Netherlands.</p><p>It is worth noting that these 55 confirmed cases of COVID-19 have all been vaccinated before. At present, most of the confirmed cases have only mild symptoms or no symptoms at all. The Odyssey of the Seas can accommodate up to 5,500 tourists and a crew of 1,600. This means that the number of positives accounts for 1.1% of the total number of people on board.</p><p>The cruise ship Odyssey of the Seas has been at sea since it was denied entry, and the ship is scheduled to return to the United States on Dec. 26.</p><p><b>This is not the first \"terror cruise ship\" in the United States. According to data from the U.S. Centers for Disease Control and Prevention, as of last Monday, 40 cruise ships operating in U.S. waters had COVID-19 cases. Carnival, Norwegian and Royal Caribbean all have operating ships featured on the list, though the list has far more Royal Caribbean cruises than its competitors, with a total of 19 reported Covid cases.</b></p><p>COVID-19 specific drug production capacity is in short supply</p><p>The fierce epidemic is putting tremendous pressure on the medical systems in Europe and the United States, so the specific drug for COVID-19 is particularly important.</p><p>Up to now, Pfizer's Paxlovid pill and Merck's molnupiravir have obtained emergency use authorization from the U.S. Food and Drug Administration (FDA).</p><p>In early November, Pfizer announced the therapeutic effect data of its COVID-19 oral specific drug. Patients treated with Paxlovid had an 89% lower risk of hospitalization or death from any cause related to COVID-19, and there were no deaths in the treatment group, and Pfizer said that recent laboratory data show that Paxlovid is still effective against the Omicron strain.</p><p>In addition, the therapeutic effect data of Merck's COVID-19 oral drug shows that for infected people with mild to moderate symptoms, molnupiravir can reduce their risk of hospitalization or death by 30%.</p><p>At present, the U.S. government has ordered 10 million courses of Pfizer drugs, but due to production capacity, the first batch of specific drugs has only 65,000 courses of treatment. According to Bloomberg, the U.S. federal government will make distributions based on state populations next week. New York's 20 million residents will get 3,180 courses of drugs, while Wyoming, which has only 500,000 residents, will only get about 100 courses of drugs.</p><p>It is expected that by the end of January next year, the production of Paxlovid specific drugs will reach 265,000 courses of treatment, and 10 million orders will be completed by July. In addition, at the end of January, 3 million courses of Merck's molnupiravir anti-COVID-19 drug ordered by the United States will also arrive.</p><p>Deutsche Bank's research arm believes that the biggest game-changer in 2022 could be anti-COVID oral drugs, which are expected to reduce hospitalizations and deaths.</p><p>In addition to oral medications, the scope of therapies is also expanding. For example, the U.S. Coronavirus Treatment Acceleration Program is supporting a range of therapies under development, such as antiviral pills, neutralizing antibodies, and immunomodulators that reduce the immune response to the virus and prevent the virus from entering an out-of-control state.<img src=\"https://static.tigerbbs.com/b33d284ab3865b0a84195d7412d26d83\" tg-width=\"863\" tg-height=\"636\" referrerpolicy=\"no-referrer\">At the same time, Deutsche Bank believes that the global production of COVID-19 vaccines will also accelerate in 2022. Production of the Pfizer vaccine is expected to increase by a third to 4 billion doses, and Moderna will also increase supply. A large percentage of these vaccines are likely to go to developing countries. Additionally, rolling out the vaccine to younger populations will push countries closer to herd immunity, with many countries having approved COVID vaccines for children.</p><p>Deutsche Bank believes that there are still risks with the new variants, and the arrival of Omicron once again proves this point. However, in the medium term, history shows that many viruses can become less dangerous over time, which is what happened in the Spanish Flu of 1918. With the advantages of modern medicine and the range of treatments being developed, it is believed that humans will eventually defeat this virus as well.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bc9b109321a5f94e397d79a7ec6f9a0","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134513547","content_text":"疫情下的圣诞节，显得格外危险。\n最严重的仍然是英国，单日确诊数量已超过12万例，再创历史新高，感染奥密克戎毒株的确诊病例已达到2.3万；法国的情况也不容乐观，12月25日的确诊数超过10万例，是疫情暴发以来的第一次；另外，意大利的确诊病例数也“爆表”，25日新增确诊病例数超过5万，已连续3天刷新历史纪录。美国疫情形式也非常严峻，截至12月22日，全美50州都已经发现了“奥密克戎”毒株感染病例。\n肆虐的疫情，对航空旅游业的扰动一直存在，奥密克戎毒株的迅速扩散，更加剧了这种负面冲击。据数据显示，圣诞前夜、圣诞当天，全球范围内，航空公司合计取消超过3000航班；另外，美国邮轮业也频频传来“恐怖”噩耗，多艘邮轮出现了确诊病例。\n在此背景下，新冠特效药显得尤为重要。截至目前，辉瑞旗下的Paxlovid药丸、默沙东旗下的molnupiravir均获得了美国食品和药物管理局（FDA）的紧急使用授权。但由于产能原因，首批辉瑞的新冠特效药只有65000个疗程，已全部被抢光，美国联邦政府本周将基于各州人口来进行分配。\n欧美疫情彻底“爆表”\n刚刚过去的圣诞节，欧洲、美国的奥密克戎疫情仍在肆虐。\n首先来看英国，因圣诞假期，官方最新公布的疫情数据为12月24日，英国当日新增新冠阳性122186例，再创历史新高，新增新冠死亡137人；累计新冠阳性11891292例，累计新冠死亡147857人。\n截至12月24日的24小时内，英国新增23719例感染奥密克戎毒株的病例，全国累计感染奥密克戎毒株的确诊病例总数为114625例。\n面对不断增长的确诊病例数，英国政府愈发紧张。据英媒最新报道，英国首相鲍里斯将在周一（12月27日）对奥密克戎毒株的最新数据进行审查，预计最快下周一在英格兰地区出台最新的防疫限制措施。\n与此同时，英国政府科学家们借助模型预测，更严格的防疫措施可能需要持续实施至明年3月底才会有效。\n法国的情况也不容乐观，据官方数据显示，法国25日单日新增新冠肺炎确诊病例104611例，自疫情暴发以来单日新增确诊病例首次超过10万。法国卫生部长韦朗表示，奥密克戎毒株在今年年底节假日期间将成为在法国流行的主要毒株。\n另外，意大利的确诊病例数也“爆表”，意大利卫生部25日公布的统计数据显示，过去24小时，该国新增新冠肺炎确诊病例数超过5万，达到54762例，连续三天创下疫情暴发以来日增病例数最高纪录，在12月17日到23日的一周时间里，意大利新增确诊病例数较上一周增长42.3%。目前来看，欧洲的抗疫计划仍面临较大的困难。美国疫情形式也非常严峻，截至12月22日，在全美50多个州都已经发现了“奥密克戎”毒株感染病例。据统计，过去一周，美国平均每日新增病例数上升了45%，达到17.9万例。\n美国有线电视新闻网报道称，随着奥密克戎变异株在美国蔓延，目前美国的新冠肺炎感染率已经超过了夏季德尔塔毒株感染高峰时期。\n据美国华盛顿大学的一项新分析显示，全美奥密克戎毒株感染病例激增，照此趋势扩散下去，在明年1月底将达到大规模感染浪潮的顶峰，届时美国日增确诊病例数将会突破40万，而这一数值将远超2020年冬天高峰期每日25万的确诊病例数。\n根据美国卫生与公众服务部的数据，截至24日，超过6.9万名美国人因新冠肺炎住院。与前一周相比，过去一周有12个州的新冠肺炎住院人数至少增加了10%。卫生专家警告，奥密克戎变异株可能会使美国医疗系统不堪重负。\n3000航班被取消，“恐怖邮轮”再现\n肆虐的疫情，对航空旅游业的扰动一直存在，奥密克戎的迅速扩散，更加剧了这种负面冲击。\n每年的圣诞节，历来都是美国航空、旅游业难得的旺季，但因为新冠疫情的威胁，全球航空公司不得不大量取消原计划的客运飞行计划。\n据航班信息跟踪网站FlightAware显示，圣诞前夜、圣诞当天，全球范围内，航空公司合计取消超过3000航班，其中约20%是出入美国的航班。\n其中，圣诞前日，仅美联航一家公司就取消了超过180个航班，约占其计划航班总数的9%，圣诞节当天又有约111个航班被取消；另一大美国航空公司达美航空周五取消了163个航班，约占原计划的8%，周六又取消了140个。\n美联航周四的公告称，本周，奥密克戎感染病例在美国全国普遍增长，这对该司航班工作人员和运营人员造成直接影响，因此不得不取消部分航班。\n有航空公司预计，周日还会有数百趟航班被取消。达美航空预计，12月26日将有超过300趟航班被取消。\n与此同时，美国邮轮业也频频传来“恐怖”噩耗。当地时间上周四，邮轮公司皇家加勒比表示，公司旗下“海洋奥德赛”号在从美国佛州劳德代尔堡启航几天后，发现55名新冠阳性病例，邮轮因此被荷属库拉索、荷属阿鲁巴两个海岛拒绝入境。\n值得注意的是，这55名新冠确诊病例此前已经全部接种了疫苗。目前确诊病例大部分只有轻微症状，或根本无症状。“海洋奥德赛”号最多可容纳5500名游客和1600名船员。这意味着，阳性人数占船上总人数的1.1%。\n由于被拒绝入境，海洋奥德赛号邮轮一直停留在海上，该邮轮计划在12月26日返回美国。\n而这已不是美国第一艘“恐怖邮轮”，美国疾病控制与预防中心数据显示，截至上周一，已有40艘在美国海域运营的邮轮出现了新冠病例。嘉年华、诺唯真和皇家加勒比都有运营中的邮轮出现在该名单上，不过名单上的皇家加勒比邮轮数量远远超过其竞争对手，共有19艘报告了新冠病例。\n新冠特效药产能告急\n凶猛的疫情正在令欧洲、美国医疗系统承受着巨大的压力，因此新冠特效药显得尤为重要。\n截止目前，辉瑞旗下的Paxlovid药丸、默沙东旗下的molnupiravir均获得了美国食品和药物管理局（FDA）的紧急使用授权。\n11月初，辉瑞公布了其新冠口服特效药的治疗效果数据，接受Paxlovid治疗的患者与COVID-19相关的住院或因任何原因死亡的风险降低了89%，治疗组没有死亡，且辉瑞表示，最近的实验室数据表明，Paxlovid对奥密克戎毒株依然有效。\n另外，默沙东的新冠口服特效药的治疗效果数据显示，对于患有轻度至中度症状的感染者，molnupiravir可以将他们住院或死亡的风险降低30%。\n目前，美国政府已经订购了1000万个疗程的辉瑞药物，但由于产能原因，首批特效药只有65000个疗程。据彭博社报道，美国联邦政府下周将基于各州人口来进行分配，纽约州2000万居民将获得3180个疗程的药品，而只有50万居民的怀俄明州只能获得大约100个疗程。\n预计到明年一月底，Paxlovid特效药产量将达到26.5万疗程，到7月将完成1000万的订购量。此外在一月底，美国订购的300万疗程的默沙东molnupiravir抗新冠药物也将到货。\n德意志银行研究部门认为，2022年最大的游戏规则改变者可能是抗新冠病毒口服药，有望减少住院和死亡人数。\n除了口服药外，疗法的范围也在扩大。例如，美国冠状病毒治疗加速计划正在支持一系列正在开发中的疗法，如抗病毒药丸、中和抗体以及免疫调节剂，这些调节剂可以降低对病毒的免疫反应，防止病毒进入失控的状态。同时，德银认为，2022年全球新冠疫苗的生产也将加快。辉瑞疫苗的产量预计将增加三分之一至40亿剂，莫德纳也将增加供应。这些疫苗中的很大一部分可能会发往发展中国家。此外，将疫苗推广到更年轻的人群将推动国家更接近群体免疫，许多国家已批准了针对儿童的新冠疫苗。\n德银认为，新的变种仍然存在风险，奥密克戎的到来再次证明了这一点。然而，从中期来看，历史表明，许多病毒会随着时间的推移变得不那么危险，这是1918年西班牙流感时所发生的情况。有了现代医学的优势和正在开发的一系列治疗方法，相信人类最终也会战胜这一病毒。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000716577,"gmtCreate":1640306289141,"gmtModify":1676533515343,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GDX\">$黄金矿业ETF(Market Vectors)(GDX)$</a>gogogo","listText":"<a href=\"https://ttm.financial/S/GDX\">$黄金矿业ETF(Market Vectors)(GDX)$</a>gogogo","text":"$黄金矿业ETF(Market Vectors)(GDX)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000716577","repostId":"2193206128","repostType":4,"isVote":1,"tweetType":1,"viewCount":1591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000657959,"gmtCreate":1640175239721,"gmtModify":1676533504865,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"htmlText":"Yue","listText":"Yue","text":"Yue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000657959","repostId":"1143584906","repostType":4,"repost":{"id":"1143584906","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1640174423,"share":"https://ttm.financial/m/news/1143584906?lang=en_US&edition=fundamental","pubTime":"2021-12-22 20:00","market":"sh","language":"zh","title":"One hundred billion tracks welcome the policy outlet again, and one picture understands the network security industry chain!","url":"https://stock-news.laohu8.com/highlight/detail?id=1143584906","media":"Wind万得","summary":"12月22日，网络安全板块盘中上涨，截止收盘涨幅达到0.85%，盘中太极股份、中孚信息、安恒信息等出现拉升。消息面上，上海市经信委介绍，上海发布网络安全产业3年行动计划，支持网络安全业务在沪运营，带动","content":"<p>On December 22nd, the cybersecurity sector rose intraday, with a gain of 0.85% as of the close.<a href=\"https://laohu8.com/S/002368\">Taiji Shares</a>、<a href=\"https://laohu8.com/S/300659\">Zhongfu Information</a>、<a href=\"https://laohu8.com/S/688023\">Anheng Information</a>Wait for a pull up. On the news, Shanghai Economic and Information Commission introduced that Shanghai released a three-year action plan for the network security industry to support the operation of network security business in Shanghai and drive the development of the industrial chain.</p><p><b>Shanghai Releases Network Security Action Plan, Doubling the Scale of Target Industries by Over 25 Billion Yuan</b></p><p>On December 21st, Shanghai Economic and Information Technology Commission and other departments jointly issued the Action Plan for Building an Innovation Highland of Cyber Security Industry in Shanghai (2021-2023), aiming to promote the transformation and upgrading of technical services, continuously deepen the opening guidance of scenario demand, focus on building collaborative innovation carrier support, and make every effort to build an industrial ecological system.</p><p>The plan points out that by 2023, the scale of the city's network security industry will double by more than 25 billion yuan, with a compound annual growth rate of more than 25%, and the national industrial scale will account for more than 10%. 10 leading enterprises in the industry will be cultivated, and related industries will grow by more than 250 billion yuan, basically building an industrial innovation highland with national influence.</p><p>At the same time, it will also focus on next-generation communication security, data security, cloud computing security, biometric security, vulnerabilities<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Governance and other fields, carry out research on core technologies of network security. Promote the integration and application of new technologies such as cloud computing, big data, artificial intelligence, blockchain and quantum computing in the field of network security. Accelerate technological research and development innovation in key areas. Lead the innovation direction of network security services and improve the network security service format system.</p><p><b>Rapid development of network security industry, a glance at the industrial chain</b></p><p>Network information security is a comprehensive subject involving computer science, network technology, communication technology, cryptography, information security technology, applied mathematics, number theory, information theory and so on. It mainly means that the hardware, software and data in the network system are protected from accidental or malicious reasons and are destroyed, changed or leaked, the system runs continuously, reliably and normally, and the network service is uninterrupted.</p><p>From the perspective of industrial development, network information security has experienced the era of communication encryption, stand-alone machine era, information era, and now digital era.<a href=\"https://laohu8.com/S/601456\">Guolian Securities</a>It said that the network security industry used to be dominated by compliance requirements, but now, with network protection actions and increasingly serious network attacks, the industry requirements have shifted from compliance requirements to actual defense requirements.</p><p>According to Ping An Securities, the online and cloud speed-up makes the security boundary more blurry; The development of industrial Internet and intelligent manufacturing has also continuously exposed security risks in the field of industrial control; Data assets brought by industrial digitalization are accumulating rapidly, and the focus of security protection is also migrating to data security. At the same time, domestic network security supervision has been further tightened, and network security laws, regulations and industry standards are being intensively introduced, especially for the protection of new security areas, such as data security and Internet of Vehicles security, which are more strict. The domestic network security industry is also adapting to changes, accelerating investment in technology research and development, and developing new security fields, and the high prosperity development will continue.</p><p><b>Combing the network security industry chain:</b></p><p>Upstream: basic hardware, basic software, basic capabilities, etc. It mainly covers operating systems, chips, algorithms, etc. The upstream is relatively mature, and the products are updated quickly, mainly by mature global manufacturers.</p><p>Midstream: Information security products and services. It mainly covers security equipment, security software, security services, security integration, etc. There are many midstream sub-industries, and the competitive landscape is relatively fragmented.</p><p>Downstream: Service objects and application domains. The service objects are mainly the government, enterprises and individuals; The application areas mainly cover cloud computing, Internet of Things, etc. The downstream is more affected by policies and demand.</p><p><img src=\"https://static.tigerbbs.com/1686bd1b34de754e71d9e5ebe6448ed7\" tg-width=\"796\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>Nearly 20% of net security enterprises have doubled their net profit, and industrial concentration is expected to increase</b></p><p>According to Wind data, in terms of market value, there are 39 listed companies in the A-share market that belong to the concept of network security, of which 19 have a market value of over 10 billion, accounting for 48.72%. There are 4 listed companies with a market value of over 50 billion in the industry, namely<a href=\"https://laohu8.com/S/601360\">360</a>、<a href=\"https://laohu8.com/S/300454\">Sangfor</a>、<a href=\"https://laohu8.com/S/600845\">Baoxin Software</a>And<a href=\"https://laohu8.com/S/688561\">Qi Anxin</a>-U, of which 360 ranked first with a total market value of 88.531 billion yuan,<a href=\"https://laohu8.com/S/000977\">Inspur Information</a>、<a href=\"https://laohu8.com/S/002268\">Weishitong</a>、<a href=\"https://laohu8.com/S/000066\">Great Wall of China</a>、<a href=\"https://laohu8.com/S/002439\">Venus Star</a>、<a href=\"https://laohu8.com/S/002212\">Tianrongxin</a>The market value of 15 listed companies exceeds 10 billion.</p><p>From the perspective of performance, there were 20 companies whose net profit attributable to the parent increased in the first three quarters of this year, accounting for 51.28%. Among them, there are 7 listed companies whose net profit attributable to the parent has doubled, accounting for 17.95%, respectively.<a href=\"https://laohu8.com/S/300077\">National Technology</a>、<a href=\"https://laohu8.com/S/688168\">Anbotong</a>、<a href=\"https://laohu8.com/S/300379\">Dongfangtong</a>China Great Wall, Inspur Information, Guardian,<a href=\"https://laohu8.com/S/688201\">Principal Century</a>。 Among them, the growth rate of National Technology's net profit attributable to the parent in the first three quarters of this year reached 1512.94%, ranking first.</p><p>From the perspective of revenue performance, there are 16 listed companies with operating income exceeding 1 billion in the first three quarters of this year, accounting for 41.03%. There are three companies with revenue exceeding 10 billion, namely Inspur Information,<a href=\"https://laohu8.com/S/600498\">FiberHome Communications</a>And the Great Wall of China, among which Inspur Information's operating income in the first three quarters of this year reached 46.247 billion yuan, ranking first.</p><p><b>TOP15 market capitalization of listed companies with cyber security concept:</b></p><p><img src=\"https://static.tigerbbs.com/d789f741c094abe2db69322282355472\" tg-width=\"796\" tg-height=\"978\" referrerpolicy=\"no-referrer\"></p><p>According to Wind statistics, the main security business revenue of listed companies in China's network security industry performed brightly in 2020, with five enterprises having a security business revenue exceeding 2 billion yuan, among which Qi Anxin-U achieved a security business revenue of 4.154 billion yuan in 2020, and Venus Star, Sangfor, Tianrongxin and Weishitong achieved a security business revenue of 3.647 billion yuan, 3.349 billion yuan, 2.828 billion yuan and 2.384 billion yuan respectively in 2020.</p><p>In terms of the revenue growth rate of security business, Zhongfu Information's security business achieved 64.61% growth in 2020, ranking first, followed by Anheng Information, Qi'anxin-U,<a href=\"https://laohu8.com/S/300369\">NSFOCUS Technology</a>The growth rate of security business exceeded 20%, representing 40.14%, 31.89% and 20.89% respectively.</p><p>With the rapid growth of the network security service market in the future, the market share of leading manufacturers with first-mover advantages and service experience is expected to further increase.</p><p><a href=\"https://laohu8.com/S/01456\">Guolian Securities</a>Said that in the past, the cybersecurity industry had a small market size, fierce competition, low industry concentration, and generally high marketing expenses of listed companies, so its financial performance was generally average. In recent years, network security has risen to a national strategy, and the actual demand has increased the concentration of the industry. New technologies and new scenarios have given rise to new demands for network security, promoting the rapid development and concentration of the industry.</p><p><b>TOP10 security business revenue of listed companies with network security concept in 2020:</b></p><p><img src=\"https://static.tigerbbs.com/1cfffc41b251f55786b1ae945bc908b8\" tg-width=\"796\" tg-height=\"970\" referrerpolicy=\"no-referrer\"></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>One hundred billion tracks welcome the policy outlet again, and one picture understands the network security industry chain!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOne hundred billion tracks welcome the policy outlet again, and one picture understands the network security industry chain!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-12-22 20:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On December 22nd, the cybersecurity sector rose intraday, with a gain of 0.85% as of the close.<a href=\"https://laohu8.com/S/002368\">Taiji Shares</a>、<a href=\"https://laohu8.com/S/300659\">Zhongfu Information</a>、<a href=\"https://laohu8.com/S/688023\">Anheng Information</a>Wait for a pull up. On the news, Shanghai Economic and Information Commission introduced that Shanghai released a three-year action plan for the network security industry to support the operation of network security business in Shanghai and drive the development of the industrial chain.</p><p><b>Shanghai Releases Network Security Action Plan, Doubling the Scale of Target Industries by Over 25 Billion Yuan</b></p><p>On December 21st, Shanghai Economic and Information Technology Commission and other departments jointly issued the Action Plan for Building an Innovation Highland of Cyber Security Industry in Shanghai (2021-2023), aiming to promote the transformation and upgrading of technical services, continuously deepen the opening guidance of scenario demand, focus on building collaborative innovation carrier support, and make every effort to build an industrial ecological system.</p><p>The plan points out that by 2023, the scale of the city's network security industry will double by more than 25 billion yuan, with a compound annual growth rate of more than 25%, and the national industrial scale will account for more than 10%. 10 leading enterprises in the industry will be cultivated, and related industries will grow by more than 250 billion yuan, basically building an industrial innovation highland with national influence.</p><p>At the same time, it will also focus on next-generation communication security, data security, cloud computing security, biometric security, vulnerabilities<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Governance and other fields, carry out research on core technologies of network security. Promote the integration and application of new technologies such as cloud computing, big data, artificial intelligence, blockchain and quantum computing in the field of network security. Accelerate technological research and development innovation in key areas. Lead the innovation direction of network security services and improve the network security service format system.</p><p><b>Rapid development of network security industry, a glance at the industrial chain</b></p><p>Network information security is a comprehensive subject involving computer science, network technology, communication technology, cryptography, information security technology, applied mathematics, number theory, information theory and so on. It mainly means that the hardware, software and data in the network system are protected from accidental or malicious reasons and are destroyed, changed or leaked, the system runs continuously, reliably and normally, and the network service is uninterrupted.</p><p>From the perspective of industrial development, network information security has experienced the era of communication encryption, stand-alone machine era, information era, and now digital era.<a href=\"https://laohu8.com/S/601456\">Guolian Securities</a>It said that the network security industry used to be dominated by compliance requirements, but now, with network protection actions and increasingly serious network attacks, the industry requirements have shifted from compliance requirements to actual defense requirements.</p><p>According to Ping An Securities, the online and cloud speed-up makes the security boundary more blurry; The development of industrial Internet and intelligent manufacturing has also continuously exposed security risks in the field of industrial control; Data assets brought by industrial digitalization are accumulating rapidly, and the focus of security protection is also migrating to data security. At the same time, domestic network security supervision has been further tightened, and network security laws, regulations and industry standards are being intensively introduced, especially for the protection of new security areas, such as data security and Internet of Vehicles security, which are more strict. The domestic network security industry is also adapting to changes, accelerating investment in technology research and development, and developing new security fields, and the high prosperity development will continue.</p><p><b>Combing the network security industry chain:</b></p><p>Upstream: basic hardware, basic software, basic capabilities, etc. It mainly covers operating systems, chips, algorithms, etc. The upstream is relatively mature, and the products are updated quickly, mainly by mature global manufacturers.</p><p>Midstream: Information security products and services. It mainly covers security equipment, security software, security services, security integration, etc. There are many midstream sub-industries, and the competitive landscape is relatively fragmented.</p><p>Downstream: Service objects and application domains. The service objects are mainly the government, enterprises and individuals; The application areas mainly cover cloud computing, Internet of Things, etc. The downstream is more affected by policies and demand.</p><p><img src=\"https://static.tigerbbs.com/1686bd1b34de754e71d9e5ebe6448ed7\" tg-width=\"796\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>Nearly 20% of net security enterprises have doubled their net profit, and industrial concentration is expected to increase</b></p><p>According to Wind data, in terms of market value, there are 39 listed companies in the A-share market that belong to the concept of network security, of which 19 have a market value of over 10 billion, accounting for 48.72%. There are 4 listed companies with a market value of over 50 billion in the industry, namely<a href=\"https://laohu8.com/S/601360\">360</a>、<a href=\"https://laohu8.com/S/300454\">Sangfor</a>、<a href=\"https://laohu8.com/S/600845\">Baoxin Software</a>And<a href=\"https://laohu8.com/S/688561\">Qi Anxin</a>-U, of which 360 ranked first with a total market value of 88.531 billion yuan,<a href=\"https://laohu8.com/S/000977\">Inspur Information</a>、<a href=\"https://laohu8.com/S/002268\">Weishitong</a>、<a href=\"https://laohu8.com/S/000066\">Great Wall of China</a>、<a href=\"https://laohu8.com/S/002439\">Venus Star</a>、<a href=\"https://laohu8.com/S/002212\">Tianrongxin</a>The market value of 15 listed companies exceeds 10 billion.</p><p>From the perspective of performance, there were 20 companies whose net profit attributable to the parent increased in the first three quarters of this year, accounting for 51.28%. Among them, there are 7 listed companies whose net profit attributable to the parent has doubled, accounting for 17.95%, respectively.<a href=\"https://laohu8.com/S/300077\">National Technology</a>、<a href=\"https://laohu8.com/S/688168\">Anbotong</a>、<a href=\"https://laohu8.com/S/300379\">Dongfangtong</a>China Great Wall, Inspur Information, Guardian,<a href=\"https://laohu8.com/S/688201\">Principal Century</a>。 Among them, the growth rate of National Technology's net profit attributable to the parent in the first three quarters of this year reached 1512.94%, ranking first.</p><p>From the perspective of revenue performance, there are 16 listed companies with operating income exceeding 1 billion in the first three quarters of this year, accounting for 41.03%. There are three companies with revenue exceeding 10 billion, namely Inspur Information,<a href=\"https://laohu8.com/S/600498\">FiberHome Communications</a>And the Great Wall of China, among which Inspur Information's operating income in the first three quarters of this year reached 46.247 billion yuan, ranking first.</p><p><b>TOP15 market capitalization of listed companies with cyber security concept:</b></p><p><img src=\"https://static.tigerbbs.com/d789f741c094abe2db69322282355472\" tg-width=\"796\" tg-height=\"978\" referrerpolicy=\"no-referrer\"></p><p>According to Wind statistics, the main security business revenue of listed companies in China's network security industry performed brightly in 2020, with five enterprises having a security business revenue exceeding 2 billion yuan, among which Qi Anxin-U achieved a security business revenue of 4.154 billion yuan in 2020, and Venus Star, Sangfor, Tianrongxin and Weishitong achieved a security business revenue of 3.647 billion yuan, 3.349 billion yuan, 2.828 billion yuan and 2.384 billion yuan respectively in 2020.</p><p>In terms of the revenue growth rate of security business, Zhongfu Information's security business achieved 64.61% growth in 2020, ranking first, followed by Anheng Information, Qi'anxin-U,<a href=\"https://laohu8.com/S/300369\">NSFOCUS Technology</a>The growth rate of security business exceeded 20%, representing 40.14%, 31.89% and 20.89% respectively.</p><p>With the rapid growth of the network security service market in the future, the market share of leading manufacturers with first-mover advantages and service experience is expected to further increase.</p><p><a href=\"https://laohu8.com/S/01456\">Guolian Securities</a>Said that in the past, the cybersecurity industry had a small market size, fierce competition, low industry concentration, and generally high marketing expenses of listed companies, so its financial performance was generally average. In recent years, network security has risen to a national strategy, and the actual demand has increased the concentration of the industry. New technologies and new scenarios have given rise to new demands for network security, promoting the rapid development and concentration of the industry.</p><p><b>TOP10 security business revenue of listed companies with network security concept in 2020:</b></p><p><img src=\"https://static.tigerbbs.com/1cfffc41b251f55786b1ae945bc908b8\" tg-width=\"796\" tg-height=\"970\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ead3f4cc9d676707db787b838860b72","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143584906","content_text":"12月22日，网络安全板块盘中上涨，截止收盘涨幅达到0.85%，盘中太极股份、中孚信息、安恒信息等出现拉升。消息面上，上海市经信委介绍，上海发布网络安全产业3年行动计划，支持网络安全业务在沪运营，带动产业链落地发展。\n上海发布网络安全行动计划，目标产业规模倍增超250亿元\n12月21日，上海市经济信息化委等部门联合印发《上海市建设网络安全产业创新高地行动计划（2021-2023年）》，旨在着力推动技术服务转型升级，持续深化场景需求开放引导，重点打造协同创新载体支撑，全力建设产业生态制度体系。\n计划指出，到2023年，本市网络安全产业规模倍增超250亿元，年复合增长率超过25%，全国产业规模占比超过10%，培育10家行业龙头企业，带动相关产业增长超过2500亿元，基本建成具有全国影响力的产业创新高地。\n同时还将围绕下一代通信安全、数据安全、云计算安全、生物识别安全、漏洞智能治理等领域，开展网络安全核心技术攻关。推进云计算、大数据、人工智能、区块链、量子计算等新技术在网络安全领域融合应用。加快重点领域技术研发创新。引领网络安全服务创新方向，完善网络安全服务业态体系。\n网络安全产业发展迅速，产业链一览\n网络信息安全是一门涉及计算机科学、网络技术、通信技术、密码技术、信息安全技术、应用数学、数论、信息论等多种学科的综合性学科。它主要是指网络系统的硬件、软件及其系统中的数据受到保护，不受偶然的或者恶意的原因而遭到破坏、更改、泄露，系统连续可靠正常地运行，网络服务不中断。\n从产业发展的角度来看，网络信息安全经历了通信加密时代、单机时代、信息化时代，到现在的数字化时代。国联证券表示，网络安全行业过去由合规性需求主导，到现在随着护网行动和日趋严重的网络攻击，促使行业需求从合规性需求向实战性防御需求转移。\n平安证券观点认为，线上化、云化提速让安全边界变得更为模糊；工业互联网和智能制造的发展也使得工控领域的安全风险持续暴露；产业数字化带来的数据资产快速积累，安全防护的重心也在向数据安全迁移。同时，国内网络安全监管进一步趋严，网络安全法律法规与行业标准正在密集出台，尤其是对新安全领域的防护，如数据安全、车联网安全等，要求更为严格。国内网络安全行业也正在顺应变化，加快技术研发投入，发力新安全领域，高景气发展将持续。\n网络安全产业链梳理：\n上游：基础硬件、基础软件、基础能力等。主要涵盖操作系统、芯片、算法等。上游相对成熟，产品更新快，以成熟的全球化厂商为主。\n中游：信息安全产品和服务。主要涵盖安全设备、安全软件、安全服务、安全集成等。中游细分行业较多，竞争格局相对分散。\n下游：服务对象和应用领域。服务对象主要为政府、企业、个人；应用领域主要涵盖云计算、物联网等。下游受政策和需求驱动影响较多。\n\n近两成网安企业净利翻倍，产业集中度有望提升\n据Wind数据显示，从市值来看，A股市场属于网络安全概念的上市公司共有39家，其中市值超百亿的有19家，占比48.72%。行业中市值超500亿的有4家上市公司，分别为三六零、深信服、宝信软件和奇安信-U，其中三六零总市值达到885.31亿元居首，浪潮信息、卫士通、中国长城、启明星辰、天融信等15家上市公司市值过百亿。\n从业绩表现来看，今年前三季度归母净利润实现增长的有20家，占比51.28%。其中归母净利润实现翻倍的上市公司共有7家，占比17.95%，分别为国民技术、安博通、东方通、中国长城、浪潮信息、卫士通、信安世纪。其中国民技术今年前三季度归母净利润增速达1512.94%居首。\n从营收表现来看，今年前三季度营业收入超10亿的上市公司有16家，占比41.03%。营收超过百亿的有3家，分别为浪潮信息、烽火通信和中国长城，其中浪潮信息今年前三季度营业收入达到462.47亿元居首。\n网络安全概念上市公司市值TOP15：\n\n据Wind数据统计，我国网络安全行业上市公司2020年主要安全业务营收表现亮眼，有5家企业安全业务营收超20亿，其中奇安信-U在2020年实现安全业务营收41.54亿元，启明星辰、深信服、天融信、卫士通分别在2020年实现安全业务营收36.47亿元、33.49亿元、28.28亿元、23.84亿元。\n从安全业务营收增速来看，中孚信息的安全业务在2020年实现64.61%的增长居首，安恒信息、奇安信-U、绿盟科技的安全业务增速均超20%，分别为40.14%、31.89%、20.89%。\n未来随着网络安全服务市场的快速增长，具有先发优势和服务经验的头部厂商的市场份额有望进一步提升。\n国联证券表示，过去网络安全行业市场规模较小，竞争激烈，行业集中度较低，上市公司营销费用普遍很高，因此财务表现普遍一般。近年网络安全已经上升到国家战略，实战型需求提升行业集中度，新技术和新场景催生网络安全新需求，推动行业快速发展和集中度提升。\n网络安全概念上市公司2020年安全业务营收TOP10：","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}