虎琊 personal page - To The Moon

虎琊

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2024-03-20

$拼多多(PDD)$

2022-06-06

OK

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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

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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

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2022-01-04

🐮

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2021-12-31

Ok

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2021-12-30

Y

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2021-12-27

💊

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2021-12-24

$黄金矿业ETF(Market Vectors)(GDX)$gogogo

And Biden's devilish, traders say U.S. inflation will be higher next year

2021-12-23

Yue

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

2021-12-22

Yue

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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":{"BRK.B":"伯克希尔B","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4559":"巴菲特持仓","BK4504":"桥水持仓","JPM":"摩根大通","BK4176":"多领域控股","WFC":"富国银行","BK4501":"段永平概念","BK4207":"综合性银行","BK4566":"资本集团","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BRK.A":"伯克希尔"},"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":{"BRK.A":0.9,"ZTmain":0.9,"ZFmain":0.9,"ZBmain":0.9,"ZNmain":0.9,"JPM":0.9,"WFC":0.9,"UBmain":0.9,"BRK.B":0.9,"TNmain":0.9}},"isVote":1,"tweetType":1,"viewCount":4101,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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":3807,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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":4594,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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/d95d339b1f41503e283097a33ab3ba9d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"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":5339,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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 surpassing 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 customers, 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 surpassing 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 customers, 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":{"INTC":"英特尔","TSM":"台积电","SSNLF":"三星电子","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","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","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"},"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,"TSM":1,"SMSD.UK":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":4258,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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":4656,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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":"hk","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 become 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 highly 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 become 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 highly 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":{"LKNCY":"瑞幸咖啡",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"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":{"LKNCY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":5168,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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":6473,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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":{"GS":"高盛","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4535":"淡马锡持仓","BLK":"贝莱德","BK4135":"资产管理与托管银行","BK4207":"综合性银行","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业","C":"花旗"},"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,"GS":0.6,"C":1}},"isVote":1,"tweetType":1,"viewCount":2199,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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; 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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","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF"},"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,".IXIC":0.9,"SGUmain":0.9,"SQQQ":0.9,"SImain":0.9,"MGCmain":0.9,"PSQ":0.9,".DJI":0.9,"MNQmain":0.9,"NQmain":0.9,"GCmain":0.9,"QLD":0.9,".SPX":0.9,"SGCmain":0.9,"QQQ":0.9,"QID":0.9,"DDM":0.9,"TQQQ":0.9,"DJX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2449,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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,"isVote":1,"tweetType":1,"viewCount":2041,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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":1825,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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":1584,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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":1519,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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,"isVote":1,"tweetType":1,"viewCount":1773,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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,"repost":{"id":"2193206128","kind":"highlight","pubTimestamp":1640303039,"share":"https://ttm.financial/m/news/2193206128?lang=en_US&edition=fundamental","pubTime":"2021-12-24 07:43","market":"hk","language":"zh","title":"And Biden's devilish, traders say U.S. inflation will be higher next year","url":"https://stock-news.laohu8.com/highlight/detail?id=2193206128","media":"华尔街见闻","summary":"美国11月CPI同比增长6.8%，和本周四公布的美联储青睐通胀指标PCE物价指数11月均创1982年来最高增速。交易员称，美联储正在把通胀风险置于比经济下行风险还重要的位置。","content":"<p>While Biden vowed nearly two weeks ago that inflation in the United States had peaked, some market participants were less optimistic.</p><p>Traders who accurately predicted the rise in bond inflation expectations this year-<a href=\"https://laohu8.com/S/BIRG.UK\">Bank of Ireland</a>Semin Soher Power, head of the Dublin-based Inflation Trading Room, predicts that inflation in the US will rise further on the back of economic growth and that inflation in the first half of next year could exceed most analysts' expectations.</p><p>Power expects that the U.S. CPI will rise by more than 7% year-on-year in the first quarter of next year, higher than the 6.8% growth rate in November and higher than the median 6.3% growth rate estimated by analysts polled by Bloomberg for the first quarter.</p><p>Power argues that inflationary pressures are \"now brought more by economic growth\" and not simply from rising energy prices or economic restarts. Markets and central banks are realizing this, and as a result, the Fed no longer describes inflationary pressures as \"transitory\". Power says:</p><p>\"The central bank is changing its response mechanism, and it is putting inflation risk in a more important position than the economic downside risk also caused by the Omicron epidemic.\" Both indicators released last week highlighted the explosive trend of inflation in the United States: PPI increased by 9.6% year-on-year in November, the highest growth rate on record; CPI rose 6.8% year-on-year in November, the highest growth rate since 1982.</p><p>Wall Street's previous article mentioned that on the day of CPI release in November and on the 10th of this month, Biden made a comment that the price increase had peaked, saying that half of the price increase of CPI in November came from the cost of automobiles and energy. After that, prices in these two fields began to decline, and prices would slow down faster than everyone expected.</p><p>The Federal Reserve's favored inflation index-PCE price index and core PCE price index, which were announced earlier on Thursday, rose by 5.7% and 4.7% year-on-year respectively in November, which were not only higher than the growth rate in October, but also the highest growth rate since 1982. The U.S. 5-year breakeven inflation rate, also known as flat inflation rate, which reflects the market's inflation expectations for the next five years, is currently about 2.76%, which is higher than the Fed's long-term inflation target level of 2%.</p><p><img src=\"https://static.tigerbbs.com/9ddcd451bfa23f37cc103557bbcc31a4\" tg-width=\"995\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Last Wednesday, after the Federal Reserve meeting, it announced that it would speed up Taper, reducing bond purchases by $30 billion per month from January next year, doubling the level of less bond purchases in November and December this year. The post-meeting resolution statement deleted the rhetoric that inflation stems from \"temporary\" factors, and changed it to \"the imbalance between supply and demand related to the epidemic and the economic resumption of work have continued to contribute to inflation at a high level\". And raised the PCE inflation expectation for the next three years in the updated economic outlook.</p><p>At the press conference after the meeting, Federal Reserve Chairman Powell said that the high inflation in the United States forced the Fed to speed up Taper, and the Fed's policy framework did not anticipate such high inflation. He also said that the Fed has very clearly raised its inflation forecast for next year, and it is a real risk that U.S. inflation may become more stubborn.</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>And Biden's devilish, traders say U.S. inflation will be higher next year</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\">\nAnd Biden's devilish, traders say U.S. inflation will be higher next year\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\">2021-12-24 07:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While Biden vowed nearly two weeks ago that inflation in the United States had peaked, some market participants were less optimistic.</p><p>Traders who accurately predicted the rise in bond inflation expectations this year-<a href=\"https://laohu8.com/S/BIRG.UK\">Bank of Ireland</a>Semin Soher Power, head of the Dublin-based Inflation Trading Room, predicts that inflation in the US will rise further on the back of economic growth and that inflation in the first half of next year could exceed most analysts' expectations.</p><p>Power expects that the U.S. CPI will rise by more than 7% year-on-year in the first quarter of next year, higher than the 6.8% growth rate in November and higher than the median 6.3% growth rate estimated by analysts polled by Bloomberg for the first quarter.</p><p>Power argues that inflationary pressures are \"now brought more by economic growth\" and not simply from rising energy prices or economic restarts. Markets and central banks are realizing this, and as a result, the Fed no longer describes inflationary pressures as \"transitory\". Power says:</p><p>\"The central bank is changing its response mechanism, and it is putting inflation risk in a more important position than the economic downside risk also caused by the Omicron epidemic.\" Both indicators released last week highlighted the explosive trend of inflation in the United States: PPI increased by 9.6% year-on-year in November, the highest growth rate on record; CPI rose 6.8% year-on-year in November, the highest growth rate since 1982.</p><p>Wall Street's previous article mentioned that on the day of CPI release in November and on the 10th of this month, Biden made a comment that the price increase had peaked, saying that half of the price increase of CPI in November came from the cost of automobiles and energy. After that, prices in these two fields began to decline, and prices would slow down faster than everyone expected.</p><p>The Federal Reserve's favored inflation index-PCE price index and core PCE price index, which were announced earlier on Thursday, rose by 5.7% and 4.7% year-on-year respectively in November, which were not only higher than the growth rate in October, but also the highest growth rate since 1982. The U.S. 5-year breakeven inflation rate, also known as flat inflation rate, which reflects the market's inflation expectations for the next five years, is currently about 2.76%, which is higher than the Fed's long-term inflation target level of 2%.</p><p><img src=\"https://static.tigerbbs.com/9ddcd451bfa23f37cc103557bbcc31a4\" tg-width=\"995\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Last Wednesday, after the Federal Reserve meeting, it announced that it would speed up Taper, reducing bond purchases by $30 billion per month from January next year, doubling the level of less bond purchases in November and December this year. The post-meeting resolution statement deleted the rhetoric that inflation stems from \"temporary\" factors, and changed it to \"the imbalance between supply and demand related to the epidemic and the economic resumption of work have continued to contribute to inflation at a high level\". And raised the PCE inflation expectation for the next three years in the updated economic outlook.</p><p>At the press conference after the meeting, Federal Reserve Chairman Powell said that the high inflation in the United States forced the Fed to speed up Taper, and the Fed's policy framework did not anticipate such high inflation. He also said that the Fed has very clearly raised its inflation forecast for next year, and it is a real risk that U.S. inflation may become more stubborn.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3648082\">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/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{"QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","OEX":"标普100","BK4534":"瑞士信贷持仓","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares",".DJI":"道琼斯","BK4504":"桥水持仓","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","PSQ":"做空纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","TQQQ":"纳指三倍做多ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SPY":"标普500ETF","IVV":"标普500ETF-iShares"},"source_url":"https://wallstreetcn.com/articles/3648082","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193206128","content_text":"虽然拜登将近两周前信誓旦旦地说美国的通胀率已经达到顶峰，但一些市场人士不这么乐观。\n准确预测了今年债市通胀预期上升的交易员——爱尔兰银行位于都柏林的通胀交易室负责人Semin Soher Power预测，美国的通胀率将因经济增长而进一步上升，明年上半年的通胀水平可能超出大多数分析师的预期。\nPower预计，明年一季度美国CPI同比涨幅将超过7%，高于11月的增速6.8%，也高于彭博调查的分析师对一季度增速预估中值6.3%。\nPower认为，通胀压力“现在更多是由经济增长带来的”，不单纯源于能源价格上涨或经济重启。市场和央行都在意识到这一点，因此，美联储不再用“暂时性”来描述通胀压力。Power说：\n\n “央行正在改变反应机制，相比同样由奥密克戎疫情造成的经济下行风险，正把通胀风险置于更重要的位置。”\n\n上上周公布的两项指标都凸显了美国通胀爆表的态势：PPI 11月同比增长9.6%，创有纪录以来最高增速；CPI 11月同比增长6.8%，创1982年来最高增速。\n华尔街见闻此前文章提到，就在11月CPI公布当天、本月10日，拜登发出了物价上涨已见顶的评论，称11月CPI一半的物价增长源于汽车和能源成本，在那之后，这两个领域的价格开始下滑，物价会比大家预期的更快放慢增长。\n而本周四稍早公布的美联储青睐通胀指标——PCE物价指数和核心PCE物价指数11月分别同比上涨5.7%和4.7%，不但都高于10月增速，而且均创1982年来最高增速。反映市场对未来五年通胀预期的美国5年期盈亏平衡通胀率、又称平准通胀率目前约为2.76%，高于美联储的长期通胀目标水平2%。\n\n上周三美联储会后宣布加快Taper，从明年1月起每月减少购债300亿美元，较今年11月和12月少购债水平提高一倍。会后决议声明删除了通胀源于“暂时”因素的说辞，改称“疫情相关的供需失衡和经济复工已经继续助长通胀处于高水平”。并在更新的经济展望中上调了今明后三年的PCE通胀预期。\n会后新闻发布会上，美联储主席鲍威尔表示，美国通胀偏高，迫使美联储Taper提速，联储的政策框架未预料到这样高的通胀。他还说，联储非常明显地上调了明年的通胀预期，美国通胀可能会变得更加顽固，这是一个实实在在的风险。","news_type":1,"symbols_score_info":{"SQQQ":0.9,"NQmain":0.9,".DJI":0.9,"PSQ":0.9,"QLD":0.9,"QQQ":0.9,"OEF":0.9,"SPY":0.9,"IVV":0.9,"SH":0.9,"TQQQ":0.9,"SPXU":0.9,"UDOW":0.9,"MNQmain":0.9,".SPX":0.9,"SDOW":0.9,"UPRO":0.9,"QID":0.9,"OEX":0.9,"SDS":0.9,"SSO":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2284,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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's 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's 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":2187,"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":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557455323607292","authorIdStr":"3557455323607292"},"themes":[],"title":"","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,"isVote":1,"tweetType":1,"viewCount":1966,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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":1066,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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":4656,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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":6473,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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":{"GS":"高盛","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4535":"淡马锡持仓","BLK":"贝莱德","BK4135":"资产管理与托管银行","BK4207":"综合性银行","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业","C":"花旗"},"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,"GS":0.6,"C":1}},"isVote":1,"tweetType":1,"viewCount":2199,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF"},"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,".IXIC":0.9,"SGUmain":0.9,"SQQQ":0.9,"SImain":0.9,"MGCmain":0.9,"PSQ":0.9,".DJI":0.9,"MNQmain":0.9,"NQmain":0.9,"GCmain":0.9,"QLD":0.9,".SPX":0.9,"SGCmain":0.9,"QQQ":0.9,"QID":0.9,"DDM":0.9,"TQQQ":0.9,"DJX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2449,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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":"hk","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 become 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 highly 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 become 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 highly 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":{"LKNCY":"瑞幸咖啡",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"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":{"LKNCY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":5168,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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":1825,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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,"isVote":1,"tweetType":1,"viewCount":1773,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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,"repost":{"id":"2193206128","kind":"highlight","pubTimestamp":1640303039,"share":"https://ttm.financial/m/news/2193206128?lang=en_US&edition=fundamental","pubTime":"2021-12-24 07:43","market":"hk","language":"zh","title":"And Biden's devilish, traders say U.S. inflation will be higher next year","url":"https://stock-news.laohu8.com/highlight/detail?id=2193206128","media":"华尔街见闻","summary":"美国11月CPI同比增长6.8%，和本周四公布的美联储青睐通胀指标PCE物价指数11月均创1982年来最高增速。交易员称，美联储正在把通胀风险置于比经济下行风险还重要的位置。","content":"<p>While Biden vowed nearly two weeks ago that inflation in the United States had peaked, some market participants were less optimistic.</p><p>Traders who accurately predicted the rise in bond inflation expectations this year-<a href=\"https://laohu8.com/S/BIRG.UK\">Bank of Ireland</a>Semin Soher Power, head of the Dublin-based Inflation Trading Room, predicts that inflation in the US will rise further on the back of economic growth and that inflation in the first half of next year could exceed most analysts' expectations.</p><p>Power expects that the U.S. CPI will rise by more than 7% year-on-year in the first quarter of next year, higher than the 6.8% growth rate in November and higher than the median 6.3% growth rate estimated by analysts polled by Bloomberg for the first quarter.</p><p>Power argues that inflationary pressures are \"now brought more by economic growth\" and not simply from rising energy prices or economic restarts. Markets and central banks are realizing this, and as a result, the Fed no longer describes inflationary pressures as \"transitory\". Power says:</p><p>\"The central bank is changing its response mechanism, and it is putting inflation risk in a more important position than the economic downside risk also caused by the Omicron epidemic.\" Both indicators released last week highlighted the explosive trend of inflation in the United States: PPI increased by 9.6% year-on-year in November, the highest growth rate on record; CPI rose 6.8% year-on-year in November, the highest growth rate since 1982.</p><p>Wall Street's previous article mentioned that on the day of CPI release in November and on the 10th of this month, Biden made a comment that the price increase had peaked, saying that half of the price increase of CPI in November came from the cost of automobiles and energy. After that, prices in these two fields began to decline, and prices would slow down faster than everyone expected.</p><p>The Federal Reserve's favored inflation index-PCE price index and core PCE price index, which were announced earlier on Thursday, rose by 5.7% and 4.7% year-on-year respectively in November, which were not only higher than the growth rate in October, but also the highest growth rate since 1982. The U.S. 5-year breakeven inflation rate, also known as flat inflation rate, which reflects the market's inflation expectations for the next five years, is currently about 2.76%, which is higher than the Fed's long-term inflation target level of 2%.</p><p><img src=\"https://static.tigerbbs.com/9ddcd451bfa23f37cc103557bbcc31a4\" tg-width=\"995\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Last Wednesday, after the Federal Reserve meeting, it announced that it would speed up Taper, reducing bond purchases by $30 billion per month from January next year, doubling the level of less bond purchases in November and December this year. The post-meeting resolution statement deleted the rhetoric that inflation stems from \"temporary\" factors, and changed it to \"the imbalance between supply and demand related to the epidemic and the economic resumption of work have continued to contribute to inflation at a high level\". And raised the PCE inflation expectation for the next three years in the updated economic outlook.</p><p>At the press conference after the meeting, Federal Reserve Chairman Powell said that the high inflation in the United States forced the Fed to speed up Taper, and the Fed's policy framework did not anticipate such high inflation. He also said that the Fed has very clearly raised its inflation forecast for next year, and it is a real risk that U.S. inflation may become more stubborn.</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>And Biden's devilish, traders say U.S. inflation will be higher next year</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\">\nAnd Biden's devilish, traders say U.S. inflation will be higher next year\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\">2021-12-24 07:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While Biden vowed nearly two weeks ago that inflation in the United States had peaked, some market participants were less optimistic.</p><p>Traders who accurately predicted the rise in bond inflation expectations this year-<a href=\"https://laohu8.com/S/BIRG.UK\">Bank of Ireland</a>Semin Soher Power, head of the Dublin-based Inflation Trading Room, predicts that inflation in the US will rise further on the back of economic growth and that inflation in the first half of next year could exceed most analysts' expectations.</p><p>Power expects that the U.S. CPI will rise by more than 7% year-on-year in the first quarter of next year, higher than the 6.8% growth rate in November and higher than the median 6.3% growth rate estimated by analysts polled by Bloomberg for the first quarter.</p><p>Power argues that inflationary pressures are \"now brought more by economic growth\" and not simply from rising energy prices or economic restarts. Markets and central banks are realizing this, and as a result, the Fed no longer describes inflationary pressures as \"transitory\". Power says:</p><p>\"The central bank is changing its response mechanism, and it is putting inflation risk in a more important position than the economic downside risk also caused by the Omicron epidemic.\" Both indicators released last week highlighted the explosive trend of inflation in the United States: PPI increased by 9.6% year-on-year in November, the highest growth rate on record; CPI rose 6.8% year-on-year in November, the highest growth rate since 1982.</p><p>Wall Street's previous article mentioned that on the day of CPI release in November and on the 10th of this month, Biden made a comment that the price increase had peaked, saying that half of the price increase of CPI in November came from the cost of automobiles and energy. After that, prices in these two fields began to decline, and prices would slow down faster than everyone expected.</p><p>The Federal Reserve's favored inflation index-PCE price index and core PCE price index, which were announced earlier on Thursday, rose by 5.7% and 4.7% year-on-year respectively in November, which were not only higher than the growth rate in October, but also the highest growth rate since 1982. The U.S. 5-year breakeven inflation rate, also known as flat inflation rate, which reflects the market's inflation expectations for the next five years, is currently about 2.76%, which is higher than the Fed's long-term inflation target level of 2%.</p><p><img src=\"https://static.tigerbbs.com/9ddcd451bfa23f37cc103557bbcc31a4\" tg-width=\"995\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Last Wednesday, after the Federal Reserve meeting, it announced that it would speed up Taper, reducing bond purchases by $30 billion per month from January next year, doubling the level of less bond purchases in November and December this year. The post-meeting resolution statement deleted the rhetoric that inflation stems from \"temporary\" factors, and changed it to \"the imbalance between supply and demand related to the epidemic and the economic resumption of work have continued to contribute to inflation at a high level\". And raised the PCE inflation expectation for the next three years in the updated economic outlook.</p><p>At the press conference after the meeting, Federal Reserve Chairman Powell said that the high inflation in the United States forced the Fed to speed up Taper, and the Fed's policy framework did not anticipate such high inflation. He also said that the Fed has very clearly raised its inflation forecast for next year, and it is a real risk that U.S. inflation may become more stubborn.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3648082\">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/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{"QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","OEX":"标普100","BK4534":"瑞士信贷持仓","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares",".DJI":"道琼斯","BK4504":"桥水持仓","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","PSQ":"做空纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","TQQQ":"纳指三倍做多ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SPY":"标普500ETF","IVV":"标普500ETF-iShares"},"source_url":"https://wallstreetcn.com/articles/3648082","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193206128","content_text":"虽然拜登将近两周前信誓旦旦地说美国的通胀率已经达到顶峰，但一些市场人士不这么乐观。\n准确预测了今年债市通胀预期上升的交易员——爱尔兰银行位于都柏林的通胀交易室负责人Semin Soher Power预测，美国的通胀率将因经济增长而进一步上升，明年上半年的通胀水平可能超出大多数分析师的预期。\nPower预计，明年一季度美国CPI同比涨幅将超过7%，高于11月的增速6.8%，也高于彭博调查的分析师对一季度增速预估中值6.3%。\nPower认为，通胀压力“现在更多是由经济增长带来的”，不单纯源于能源价格上涨或经济重启。市场和央行都在意识到这一点，因此，美联储不再用“暂时性”来描述通胀压力。Power说：\n\n “央行正在改变反应机制，相比同样由奥密克戎疫情造成的经济下行风险，正把通胀风险置于更重要的位置。”\n\n上上周公布的两项指标都凸显了美国通胀爆表的态势：PPI 11月同比增长9.6%，创有纪录以来最高增速；CPI 11月同比增长6.8%，创1982年来最高增速。\n华尔街见闻此前文章提到，就在11月CPI公布当天、本月10日，拜登发出了物价上涨已见顶的评论，称11月CPI一半的物价增长源于汽车和能源成本，在那之后，这两个领域的价格开始下滑，物价会比大家预期的更快放慢增长。\n而本周四稍早公布的美联储青睐通胀指标——PCE物价指数和核心PCE物价指数11月分别同比上涨5.7%和4.7%，不但都高于10月增速，而且均创1982年来最高增速。反映市场对未来五年通胀预期的美国5年期盈亏平衡通胀率、又称平准通胀率目前约为2.76%，高于美联储的长期通胀目标水平2%。\n\n上周三美联储会后宣布加快Taper，从明年1月起每月减少购债300亿美元，较今年11月和12月少购债水平提高一倍。会后决议声明删除了通胀源于“暂时”因素的说辞，改称“疫情相关的供需失衡和经济复工已经继续助长通胀处于高水平”。并在更新的经济展望中上调了今明后三年的PCE通胀预期。\n会后新闻发布会上，美联储主席鲍威尔表示，美国通胀偏高，迫使美联储Taper提速，联储的政策框架未预料到这样高的通胀。他还说，联储非常明显地上调了明年的通胀预期，美国通胀可能会变得更加顽固，这是一个实实在在的风险。","news_type":1,"symbols_score_info":{"SQQQ":0.9,"NQmain":0.9,".DJI":0.9,"PSQ":0.9,"QLD":0.9,"QQQ":0.9,"OEF":0.9,"SPY":0.9,"IVV":0.9,"SH":0.9,"TQQQ":0.9,"SPXU":0.9,"UDOW":0.9,"MNQmain":0.9,".SPX":0.9,"SDOW":0.9,"UPRO":0.9,"QID":0.9,"OEX":0.9,"SDS":0.9,"SSO":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2284,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"themes":[],"title":"","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,"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}