Ansome 413519 personal page - To The Moon

Ansome 413519

Ansome 413519

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2024-07-10

$上证50ETF(510050)$

2023-12-29

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Hong Kong stocks opened | The Hang Seng Index opened 0.13% higher, and the KSI opened 0.38% higher! Tech, Auto Stocks Extend Rally

2023-04-19

[微笑] [微笑] [微笑] [微笑]

2023-04-18

[微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-17

[微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-16

[微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-15

[微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-14

[开心] [开心] [开心] [开心] [开心] [开心]

2023-04-13

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-12

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-11

[强] [强] [强] [强] [强] [强]

2023-04-10

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-08

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [笑哭]

2023-04-04

[开心]

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-03-28

fair

@Tiger_Insights:Institution Views: Comprehensive Review of March FOMC Meeting

2023-03-28

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@JC888:US Market on 23 Mar 2023. Get Out Of Bank Stocks ?

2023-03-28

god

@MillionaireTiger:Why Buy BRK.B During Crisis, Learn 15 High Capital Efficiency Stocks Now

2023-03-22

k

@第N次大变革大分流:NVIDIA本來就已經被這個時代帶到了風口，很快NVIDIA每次都是精心準備GTC，所以這次GTC上，大家應該能看到NVIDIA發佈下一代分佈式計算芯片組的架構，計算性能肯定是遠遠超越H100和A100，看點在於NVIDIA會不會在這個新架構中添加什麼特殊的爲GPT類工具而生的驅動或者其他功能。Microsoft和NVIDIA組成MN同盟已經若隱若現了。

2023-03-20

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@OptionsDelta:If you win $10 million in the lottery, will you continue spend $5 million on the lottery?

2023-03-20

good

@Capital_Insights:Banking Crisis is Over? Impact to Economy & Central Banks

Go to Tiger App to see more news

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Tech, Auto Stocks Extend Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1193609126","media":"老虎资讯综合","summary":"12月29日，港股开盘，恒指开涨0.13%，科指开涨0.38%。科技、汽车股延续涨势，美团涨2%领涨蓝筹，蔚来、小鹏汽车涨超2%。优必选上市首日低开0.11%，每股定价90港元，公开发售获5.16倍认购。","content":"<p><html><head></head><body>On December 29, the Hang Seng Index opened up 22.99 points, or 0.13%, to 17066.52 points; The Hang Seng Technology Index opened up 14.12 points, or 0.38%, to 3778.02 points; The China Enterprise Index opened up 15.68 points, or 0.27%, to 5780.45 points; The red chip index opened down 1.03 points, or 0.03%, to 3325.84 points.</p><p>Technology and auto stocks continued their gains,<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>Up 2% to lead the blue chip gains,<a href=\"https://laohu8.com/S/09626\">Bilibili-W</a>Rose nearly 3%,<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、<a href=\"https://laohu8.com/S/09868\">XPeng Motor-W</a>Up more than 2%.</p><p><a href=\"https://laohu8.com/S/09880\">UBTECH</a>On the first day of listing, open low was 0.11%, priced at HK $90 per share, and the public offering was subscribed 5.16 times.</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>Hong Kong stocks opened | The Hang Seng Index opened 0.13% higher, and the KSI opened 0.38% higher! Tech, Auto Stocks Extend Rally</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\">\nHong Kong stocks opened | The Hang Seng Index opened 0.13% higher, and the KSI opened 0.38% higher! Tech, Auto Stocks Extend Rally\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-12-29 09:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On December 29, the Hang Seng Index opened up 22.99 points, or 0.13%, to 17066.52 points; The Hang Seng Technology Index opened up 14.12 points, or 0.38%, to 3778.02 points; The China Enterprise Index opened up 15.68 points, or 0.27%, to 5780.45 points; The red chip index opened down 1.03 points, or 0.03%, to 3325.84 points.</p><p>Technology and auto stocks continued their gains,<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>Up 2% to lead the blue chip gains,<a href=\"https://laohu8.com/S/09626\">Bilibili-W</a>Rose nearly 3%,<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、<a href=\"https://laohu8.com/S/09868\">XPeng Motor-W</a>Up more than 2%.</p><p><a href=\"https://laohu8.com/S/09880\">UBTECH</a>On the first day of listing, open low was 0.11%, priced at HK $90 per share, and the public offering was subscribed 5.16 times.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"513600":"恒生指数ETF南方","02833":"恒指ETF","HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193609126","content_text":"12月29日，恒生指数开盘上涨22.99点，涨幅0.13%，报17066.52点；恒生科技指数开盘上涨14.12点，涨幅0.38%，报3778.02点；国企指数开盘上涨15.68点，涨幅0.27%，报5780.45点；红筹指数开盘下跌1.03点，跌幅0.03%，报3325.84点。科技、汽车股延续涨势，美团-W涨2%领涨蓝筹，哔哩哔哩-W涨近3%，蔚来-SW、小鹏汽车-W涨超2%。优必选上市首日低开0.11%，每股定价90港元，公开发售获5.16倍认购。","news_type":1,"symbols_score_info":{"513600":0.6,"HHImain":0.6,"MCHmain":0.6,"02833":0.6,"HSImain":1,"MHImain":1,"HSTECH":1.1,"HSI":1}},"isVote":1,"tweetType":1,"viewCount":3386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944514737,"gmtCreate":1681914074629,"gmtModify":1681914078960,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 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Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941100027,"gmtCreate":1680010864969,"gmtModify":1680010868751,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"fair","listText":"fair","text":"fair","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941100027","repostId":"9943701439","repostType":1,"repost":{"id":9943701439,"gmtCreate":1679670973722,"gmtModify":1679749109925,"author":{"id":"4136444024316022","authorId":"4136444024316022","name":"Tiger_Insights","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136444024316022","idStr":"4136444024316022"},"themes":[],"title":"Institution Views: Comprehensive Review of March FOMC Meeting","htmlText":"Fed&nbsp;announced&nbsp;to&nbsp;increase&nbsp;25&nbsp;bps&nbsp;after&nbsp;March FOMC meetin.&nbsp;Before we talk about the comments of the intitutions, let's look&nbsp;at&nbsp;the basic facts.I. Basic facts1. The Fed raised rates by 25 basis points as expected by the market, and its Fed&nbsp;Fund&nbsp;rate expectation (dot plot) is a bit more hawkish compared with the December FOMC last year:the median benchmark rate expectation is 5.1% at the end of 2023, the same as the December FOMC;the median benchmark rate expectation is 4.3% at the end of 2024, higher than the December FOMC's 4.1%.Source: BloombergHowever, the market clearly does not agree&nbsp;with&nbsp;Fed's hawkish&nbsp;stance. Both Fed rate futures and the OIS are pricing in the Fed cutting rates to around 4% by the end of this y","listText":"Fed&nbsp;announced&nbsp;to&nbsp;increase&nbsp;25&nbsp;bps&nbsp;after&nbsp;March FOMC meetin.&nbsp;Before we talk about the comments of the intitutions, let's look&nbsp;at&nbsp;the basic facts.I. Basic facts1. The Fed raised rates by 25 basis points as expected by the market, and its Fed&nbsp;Fund&nbsp;rate expectation (dot plot) is a bit more hawkish compared with the December FOMC last year:the median benchmark rate expectation is 5.1% at the end of 2023, the same as the December FOMC;the median benchmark rate expectation is 4.3% at the end of 2024, higher than the December FOMC's 4.1%.Source: BloombergHowever, the market clearly does not agree&nbsp;with&nbsp;Fed's hawkish&nbsp;stance. Both Fed rate futures and the OIS are pricing in the Fed cutting rates to around 4% by the end of this y","text":"Fed announced to increase 25 bps after March FOMC meetin. Before we talk about the comments of the intitutions, let's look at the basic facts.I. Basic facts1. The Fed raised rates by 25 basis points as expected by the market, and its Fed Fund rate expectation (dot plot) is a bit more hawkish compared with the December FOMC last year:the median benchmark rate expectation is 5.1% at the end of 2023, the same as the December FOMC;the median benchmark rate expectation is 4.3% at the end of 2024, higher than the December FOMC's 4.1%.Source: BloombergHowever, the market clearly does not agree with Fed's hawkish stance. Both Fed rate futures and the OIS are pricing in the Fed cutting rates to around 4% by the end of this y","images":[{"img":"https://community-static.tradeup.com/news/b4ca4dbcb3975ed13418cecfef3e3bf7","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/198255cb38bdaf6a1f337ca2195d764b","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/0d1ebc8ff89a5fb8ff3e37c078d35f1f","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943701439","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941377745,"gmtCreate":1680010832087,"gmtModify":1680010835668,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941377745","repostId":"9943567143","repostType":1,"repost":{"id":9943567143,"gmtCreate":1679570491584,"gmtModify":1679571123225,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US Market on 23 Mar 2023. Get Out Of Bank Stocks ?","htmlText":"US market on Wed (22 Mar) traded directionlessly until 2:00pm when the FOMC meeting was over with the press conference by Mr Powell, hot on the heels. When the 0.25% interest hike was confirmed, market “reacted positively” initially. It was afterall the much anticipated 0.25% and not the much feared 0.5%. The “euphoria” proved to be short-lived as the press conference pressed on with Mr Powell further confirming that there would be no let down from the central bank in their fight to bring inflation down. Personally I think, it is commendable that the Fed Reserves provides a clear direction of where they are heading without being ambiguous. Doing so minimizes “speculations” of any sorts to be postulated by Wall Street to smoke-screen and “fool” the general public. Agree ? By The Time Market","listText":"US market on Wed (22 Mar) traded directionlessly until 2:00pm when the FOMC meeting was over with the press conference by Mr Powell, hot on the heels. When the 0.25% interest hike was confirmed, market “reacted positively” initially. It was afterall the much anticipated 0.25% and not the much feared 0.5%. The “euphoria” proved to be short-lived as the press conference pressed on with Mr Powell further confirming that there would be no let down from the central bank in their fight to bring inflation down. Personally I think, it is commendable that the Fed Reserves provides a clear direction of where they are heading without being ambiguous. Doing so minimizes “speculations” of any sorts to be postulated by Wall Street to smoke-screen and “fool” the general public. Agree ? By The Time Market","text":"US market on Wed (22 Mar) traded directionlessly until 2:00pm when the FOMC meeting was over with the press conference by Mr Powell, hot on the heels. When the 0.25% interest hike was confirmed, market “reacted positively” initially. It was afterall the much anticipated 0.25% and not the much feared 0.5%. The “euphoria” proved to be short-lived as the press conference pressed on with Mr Powell further confirming that there would be no let down from the central bank in their fight to bring inflation down. Personally I think, it is commendable that the Fed Reserves provides a clear direction of where they are heading without being ambiguous. Doing so minimizes “speculations” of any sorts to be postulated by Wall Street to smoke-screen and “fool” the general public. Agree ? By The Time Market","images":[{"img":"https://community-static.tradeup.com/news/8721d1e3c6b3e10297c5e7e506c9a220","width":"971","height":"210"},{"img":"https://community-static.tradeup.com/news/bf594809a4292a741d188a061dfd92f8","width":"999","height":"395"},{"img":"https://community-static.tradeup.com/news/37c7af3cf304e8a9bb1ed31ad40dc300","width":"1503","height":"374"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943567143","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941377286,"gmtCreate":1680010811946,"gmtModify":1680010815345,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"god","listText":"god","text":"god","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941377286","repostId":"9943235570","repostType":1,"repost":{"id":9943235570,"gmtCreate":1679473953190,"gmtModify":1679551479323,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618821228","idStr":"3527667618821228"},"themes":[],"title":"Why Buy BRK.B During Crisis, Learn 15 High Capital Efficiency Stocks Now","htmlText":"Morningstar notes: Buy Berkshire Hathaway <a target=\"_blank\" href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$ </a><a target=\"_blank\" href=\"https://ttm.financial/S/BRK.A\">$Berkshire Hathaway(BRK.A)$ </a>stock for Warren Buffett’s steady hand during crises.Why?The company's long history of aiding failing banks is one reason for investors to buy Berkshire Hathaway.Recently, the market has noticed that The “Oracle of Omaha” has been in contact with the Biden administration in recent days about possibly investing in regional banks in some way.“On multiple occasions over the past two decades we have seen firms seek out capital from Berkshire on the belief that the ‘Buffett Seal of Approval’ that came with that capital injection would reduce the pressure on their shares,” Mornings","listText":"Morningstar notes: Buy Berkshire Hathaway <a target=\"_blank\" href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$ </a><a target=\"_blank\" href=\"https://ttm.financial/S/BRK.A\">$Berkshire Hathaway(BRK.A)$ </a>stock for Warren Buffett’s steady hand during crises.Why?The company's long history of aiding failing banks is one reason for investors to buy Berkshire Hathaway.Recently, the market has noticed that The “Oracle of Omaha” has been in contact with the Biden administration in recent days about possibly investing in regional banks in some way.“On multiple occasions over the past two decades we have seen firms seek out capital from Berkshire on the belief that the ‘Buffett Seal of Approval’ that came with that capital injection would reduce the pressure on their shares,” Mornings","text":"Morningstar notes: Buy Berkshire Hathaway $Berkshire Hathaway(BRK.B)$ $Berkshire Hathaway(BRK.A)$ stock for Warren Buffett’s steady hand during crises.Why?The company's long history of aiding failing banks is one reason for investors to buy Berkshire Hathaway.Recently, the market has noticed that The “Oracle of Omaha” has been in contact with the Biden administration in recent days about possibly investing in regional banks in some way.“On multiple occasions over the past two decades we have seen firms seek out capital from Berkshire on the belief that the ‘Buffett Seal of Approval’ that came with that capital injection would reduce the pressure on their shares,” Mornings","images":[{"img":"https://community-static.tradeup.com/news/2104ff58bcac2dc40785afe2e00bf238","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/46342172d1b52936dce1b24132c811bc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943235570","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943299146,"gmtCreate":1679458621885,"gmtModify":1679458625352,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943299146","repostId":"9943290908","repostType":1,"repost":{"id":9943290908,"gmtCreate":1679457182805,"gmtModify":1679457666928,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://community-static.tradeup.com/news/7ac78897b78c47a3afab38088cf5216c","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"htmlText":"NVIDIA本來就已經被這個時代帶到了風口，很快NVIDIA每次都是精心準備GTC，所以這次GTC上，大家應該能看到NVIDIA發佈下一代分佈式計算芯片組的架構，計算性能肯定是遠遠超越H100和A100，看點在於NVIDIA會不會在這個新架構中添加什麼特殊的爲GPT類工具而生的驅動或者其他功能。Microsoft和NVIDIA組成MN同盟已經若隱若現了。","listText":"NVIDIA本來就已經被這個時代帶到了風口，很快NVIDIA每次都是精心準備GTC，所以這次GTC上，大家應該能看到NVIDIA發佈下一代分佈式計算芯片組的架構，計算性能肯定是遠遠超越H100和A100，看點在於NVIDIA會不會在這個新架構中添加什麼特殊的爲GPT類工具而生的驅動或者其他功能。Microsoft和NVIDIA組成MN同盟已經若隱若現了。","text":"NVIDIA本來就已經被這個時代帶到了風口，很快NVIDIA每次都是精心準備GTC，所以這次GTC上，大家應該能看到NVIDIA發佈下一代分佈式計算芯片組的架構，計算性能肯定是遠遠超越H100和A100，看點在於NVIDIA會不會在這個新架構中添加什麼特殊的爲GPT類工具而生的驅動或者其他功能。Microsoft和NVIDIA組成MN同盟已經若隱若現了。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943290908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943142284,"gmtCreate":1679312919749,"gmtModify":1679312923125,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943142284","repostId":"9949437401","repostType":1,"repost":{"id":9949437401,"gmtCreate":1678810151104,"gmtModify":1678810164841,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740637684170","idStr":"4102740637684170"},"themes":[],"title":"If you win $10 million in the lottery, will you continue spend $5 million on the lottery?","htmlText":"Yesterday Biden expressed confidence that he would show results in fighting inflation. I thought CPI had to fall to the 5.xx%. As a result, CPI in February was unchanged as expected at 6.0 percent and core was also unchanged at 5.5 percent. Month-on-month, it was slightly higher, at 0.5%.There is a long way to go in the fight against inflation, and a quarter-point rise cannot be missed.<a href=\"https://ttm.financial/S/XLF\">$Financial Select Sector SPDR Fund(XLF)$</a> Source of titleclosed&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/OPT/XLF 20230616 32.0 PUT\">$XLF 20230616 32.0 PUT$ </a><a href=\"https://ttm.financial/OPT/XLF 20230616 32.0 PUT\">$XLF 20230616 32.0 PUT$&nbsp;</a>roll&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/OPT/XLF 20230616 28.0 PUT\">$XLF 20230616 28.0 PUT$</a>","listText":"Yesterday Biden expressed confidence that he would show results in fighting inflation. I thought CPI had to fall to the 5.xx%. As a result, CPI in February was unchanged as expected at 6.0 percent and core was also unchanged at 5.5 percent. Month-on-month, it was slightly higher, at 0.5%.There is a long way to go in the fight against inflation, and a quarter-point rise cannot be missed.<a href=\"https://ttm.financial/S/XLF\">$Financial Select Sector SPDR Fund(XLF)$</a> Source of titleclosed&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/OPT/XLF 20230616 32.0 PUT\">$XLF 20230616 32.0 PUT$ </a><a href=\"https://ttm.financial/OPT/XLF 20230616 32.0 PUT\">$XLF 20230616 32.0 PUT$&nbsp;</a>roll&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/OPT/XLF 20230616 28.0 PUT\">$XLF 20230616 28.0 PUT$</a>","text":"Yesterday Biden expressed confidence that he would show results in fighting inflation. I thought CPI had to fall to the 5.xx%. As a result, CPI in February was unchanged as expected at 6.0 percent and core was also unchanged at 5.5 percent. Month-on-month, it was slightly higher, at 0.5%.There is a long way to go in the fight against inflation, and a quarter-point rise cannot be missed.$Financial Select Sector SPDR Fund(XLF)$ Source of titleclosed $XLF 20230616 32.0 PUT$ $XLF 20230616 32.0 PUT$ roll $XLF 20230616 28.0 PUT$","images":[{"img":"https://static.tigerbbs.com/805ed4fe81dc71cfa65a279f7baf28d0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8e02b5248145a159936a26091e381eed","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7048655e45dba803a4ddc4a2bd9fec56","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949437401","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943142824,"gmtCreate":1679312906569,"gmtModify":1679312910495,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943142824","repostId":"9943920139","repostType":1,"repost":{"id":9943920139,"gmtCreate":1679054414522,"gmtModify":1679055167379,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"Banking Crisis is Over? Impact to Economy & Central Banks","htmlText":"On Thursday, 11 U.S. banks led by <a target=\"_blank\" href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> , and&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a> banded together to inject $30 billion in uninsured deposits into stumbling lender <a target=\"_blank\" href=\"https://ttm.financial/S/FRC\">$First Republic Bank(FRC)$</a> .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States.&nbsp;Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday:&nbsp;China’s blue-chip index gained 0.8%, while","listText":"On Thursday, 11 U.S. banks led by <a target=\"_blank\" href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> , and&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a> banded together to inject $30 billion in uninsured deposits into stumbling lender <a target=\"_blank\" href=\"https://ttm.financial/S/FRC\">$First Republic Bank(FRC)$</a> .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States.&nbsp;Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday:&nbsp;China’s blue-chip index gained 0.8%, while","text":"On Thursday, 11 U.S. banks led by $JPMorgan Chase(JPM)$ , $Bank of America(BAC)$ , and $Citigroup(C)$ banded together to inject $30 billion in uninsured deposits into stumbling lender $First Republic Bank(FRC)$ .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States. Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday: China’s blue-chip index gained 0.8%, while","images":[{"img":"https://community-static.tradeup.com/news/0475db1ef70984e2477b560b4ab5c09e","width":"219","height":"230"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943920139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9089735027,"gmtCreate":1650032785242,"gmtModify":1676534632699,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>wait for it","listText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>wait for it","text":"$Senseonics Holdings,Inc.(SENS)$wait for it","images":[{"img":"https://community-static.tradeup.com/news/81e7b76341d12ad7bd6fed933dc18cf4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089735027","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9011985015,"gmtCreate":1648803862790,"gmtModify":1676534401323,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>buy","listText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>buy","text":"$Asensus Surgical, Inc.(ASXC)$buy","images":[{"img":"https://community-static.tradeup.com/news/60372d00325aaf6603bd63346531a9b9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011985015","isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9098028666,"gmtCreate":1643978644007,"gmtModify":1676533877988,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098028666","repostId":"1159530168","repostType":4,"repost":{"id":"1159530168","kind":"news","pubTimestamp":1643941703,"share":"https://ttm.financial/m/news/1159530168?lang=en_US&edition=fundamental","pubTime":"2022-02-04 10:28","market":"sh","language":"zh","title":"The Winter Olympics opens today, and I see a trillion-level investment opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1159530168","media":"投中网","summary":"“科技冬奥”成为了北京2022年冬奥会和冬残奥会的主要特色。","content":"<p><html><head></head><body><b>\"Science and Technology Winter Olympics\" has become the main feature of Beijing 2022 Winter Olympics and Winter Paralympics.</b>On the evening of February 4th, the opening ceremony of the 24th Winter Olympic Games was held at the National Stadium. As a result, Beijing will become the only city in the world that has hosted both the Summer Olympic Games and the Winter Olympics.</p><p><img src=\"https://static.tigerbbs.com/2642a40bccd5e127fa718128d6d254bd\" tg-width=\"800\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p><p>It is worth mentioning that, unlike the Summer Olympics, the Winter Olympics are naturally affected by factors such as environment and climate. At the same time, this Winter Olympics is the first Winter Olympics held under the background of continental monsoon climate in the past 20 years. In addition, the current global novel coronavirus pneumonia epidemic continues to spread, and the overall difficulty of holding it can be imagined.</p><p>For example, with the support of multiple data and machine learning, combined with bioinformatics and other disciplines, the team from Tsinghua has designed an epidemic monitoring and early warning system that can be used for closed-loop management of the Winter Olympics. Assuming a sudden epidemic during the Games, it can timely and accurately screen out high-risk groups, susceptible areas, susceptible behaviors and weak points of epidemic prevention and control, etc., and use science and technology to build an epidemic prevention technical barrier for the Winter Olympics.</p><p>Earlier, the director of the expert committee of \"Science and Technology Winter Olympics\" said in an exclusive interview with Phoenix TV: \"After the emergence of COVID-19 pandemic, security issues have been placed in a very prominent position in the process of preparing for the Winter Olympics. The research results of researchers can not only be applied to this Winter Olympics, but also be valuable experience for social epidemic prevention and control and other large-scale international activities.\"</p><p>Such a thing is only the tip of the iceberg in the preparation process of the Beijing Winter Olympics. According to the data published in the Application Guidelines for Key Special Targeted Projects of the \"Science and Technology Winter Olympics\", in order to support the successful completion and landing of the \"Science and Technology Winter Olympics\" project, the total estimated state funds for 2018-2021 are about 1.49 billion yuan.</p><p>According to data from the Beijing Municipal Science and Technology Commission, more than 200 technologies have been tested and used in the Winter Olympics scene, involving information engineering and software engineering, public safety, high-definition video, 5G and new energy.</p><p>It is precisely because of this that the \"Science and Technology Winter Olympics\" has become the main feature of the Beijing 2022 Winter Olympics and Winter Paralympics. Some industry comments even said that this year's Beijing Winter Olympics will become a world-class science and technology exhibition.</p><p>Take the torch \"flying\" of this Winter Olympics as an example. It is reported that the torch was designed by Li Jianye, the chief industrial designer of Alibaba. He said that the torch shell pioneered the use of lightweight and high-temperature \"carbon fiber\" material, which is not only fire-resistant and high-temperature resistant, but also resistant to Grade 10 strong winds and rainstorms. At the same time, the torch also uses environmentally friendly hydrogen fuel, which makes the carbon emission of the torch \"zero\".</p><p>Relevant analysts also pointed out that in the fields of digital renminbi, hydrogen energy, artificial intelligence, robotics and high-end manufacturing, the investment blessing brought by the Winter Olympics will be more obvious, which may bring a trillion-level investment opportunity.</p><p><b>Infrastructure colored by technology</b></p><p>When it comes to competitions, the first thing many people pay attention to is the venue. From the well-known Bird's Nest and Water Cube to the ice ribbon and snow dragon that have entered the public's sight in this Winter Olympics, each unique design embodies ingenuity and wisdom.</p><p>Different from the past, in order to better welcome this Winter Olympics, each competition venue has carried out some \"technology\" packaging. For example, as the only newly-built ice venue in Beijing competition area, National Speed Skating Oval \"Ice Ribbon\" adopts the single-layer two-way orthogonal saddle-shaped cable net roof with the largest span in the world, and the steel consumption is only 1/4 of that of the traditional roof.</p><p>Similarly, the National Snowmobile and Sled Center, known as \"Snow Dragon\", adopts \"millimeter-level\" hyperboloid concrete spraying and finishing molding technology, and the 1.9-kilometer track is sprayed and poured at one time. With the blessing of technology, Water Cube realized the site conversion of \"water to ice\" within 20 days. With the help of the Internet of Things and artificial intelligence technology, the Bird's Nest has also transformed into a digital, low-carbon and intelligent sports venue.</p><p>Of course, the above is only a small part of many technological Winter Olympics competition venues, but it is enough to see that this Winter Olympics has started its scientific and technological layout from the most basic facilities.</p><p>In addition to the venues, the most inseparable thing for the Winter Olympics is ice and snow. As we mentioned at the beginning, Beijing belongs to the continental monsoon climate zone. Therefore, there are two \"black technologies\" in this Winter Olympics-artificial snow and \"the fastest ice surface\".</p><p>It is understood that this Winter Olympics will be the first Olympic Games in history that uses 100% artificial snow. The characteristic of artificial snow is that the ice content is high, which is 20% higher than that of natural snow. This characteristic also brings both positive and negative effects. On the one hand, artificial snow may increase the possibility of athletes' injuries; on the other hand, artificial snow can overcome the differences in snow field characteristics and make competition fairer.</p><p>What's more, the \"Ice Ribbon\" venue also creatively adopts carbon dioxide transcritical direct cooling ice-making technology, which ensures constant ice temperature and better ice quality, thus becoming the \"fastest ice surface\".</p><p>If the venues and ice and snow environment are still artificially controllable factors, then the climate change in the Winter Olympics is a change factor that cannot be ignored. The reason behind this is that 70% of the events in the Winter Olympics are snow events, and most of them are snow events. Snow events are held in mountainous areas with complex terrain.</p><p>Therefore, meteorological support has become the top priority of ice and snow sports. So far, the meteorological support project has achieved certain scientific and technological innovation achievements, especially the \"100-meter-level and minute-level\" forecast for the first time. As we all know, even if we are in plain areas, it is impossible for the current weather software to achieve \"100-meter-level and minute-level\", but in mountainous areas, it is even more arduous to face technical challenges to this extent.</p><p>In general event venues, security work will use a lot of physical fence protection or a lot of manpower. However, the Winter Olympics competitions are mostly held in deep mountains with complex terrain, harsh climate and environmental conditions, and the temperature difference between day and night is as high as tens of degrees. Therefore, the application of intelligent sentinel robots was born.</p><p>By deploying intelligent sentinel robots in the Zhangjiakou competition area of this Winter Olympics, it can automatically and accurately determine the category of intruders in daily monitoring, and upload the monitored situation or the whereabouts of intruders to the background command center, effectively improving the efficiency of security staff and ensuring the safety of the Winter Olympics venue. Its lowest tolerance to low temperatures is more than minus 40 degrees.</p><p>At Wukesong Sports Center, an ice hockey arena in Beijing, there are also service robots officially on duty. It is understood that 12 security service robots provide contactless ticket check-in for the audience to enter the venue, and can complete 8 processes such as identity verification, intelligent temperature measurement, health code inquiry and vaccination inquiry within 1 second. Outside the venue, four intelligent service robots provide information guidance, interactive Q&A, and full-process Winter Olympics explanation.</p><p>In addition, my country has developed the first domestic 5G + 8K OB truck and put it into use, which will provide the public with high-quality off-site viewing services. In this way, the upcoming 8K channel will give viewers the opportunity to watch 8K games on TV during the games, and also have the opportunity to see ultra-high-definition pictures through 8K terminals in Winter Olympics venues, city squares and other places.</p><p><b>Everywhere smart living</b></p><p>In the final analysis, the core of sports competition is people. How to help athletes play better in training, life and competition with the help of scientific and technological means is fundamental.</p><p>Take curling, in which the Chinese team won two consecutive victories two days before the start of the competition, as an example. In 2019, curling robots began to be developed. This project is a national key special project of the Ministry of Science and Technology's \"Science and Technology Winter Olympics\". Curling robots use advanced technologies such as artificial intelligence, image recognition and automatic control to make up for the deficiency of curling tactical analysis methods and assist athletes in training.</p><p>In terms of food, the Beijing Winter Olympics uses self-developed ultra-micro trusted chips, combined with the non-tampering and traceability characteristics of the blockchain, to build a food safety guarantee platform for the Winter Olympics, which provides strong support for the catering service of the Winter Olympics.</p><p>It is undeniable that before the start of the Beijing Winter Olympics, robot applications have been accompanied by smart restaurants, and have been screened on major social media platforms. Robots are no longer a new species. Why can they get such high attention?</p><p>It turns out that the smart restaurant is located in the main media center of the Beijing Winter Olympics. The restaurant covers an area of more than 3,680 square meters, which is divided into an automatic bar area, a Chinese food cloud track area and a media dining area. It is understood that the smart restaurant is equipped with 120 meal-making robots. The intelligent and automated catering equipment in the restaurant can run 24 hours a day, ensuring that the whole process of ordering, preparing and serving is automated, and can serve thousands of people at the same time.</p><p>Surprisingly, there are no chefs or waiters to serve food in the restaurant. Chinese and western food cooking and cocktail preparation are all done by robots. Diners scan a QR code on the table to order, and then a robot chef in the kitchen begins making it. All robots are behind clear glass, so everyone can see the cooking process.</p><p>Finally, the robot completes the entire food delivery process, and the dishes will be delivered through the cloud rail system at the top of the restaurant. When the robot moves above the desired dining table, a tray containing food will \"fall from the sky\" with the lowered cable and hover in front of people for their use. According to the video, the way of serving food is somewhat similar to that of \"weightless\" restaurants.</p><p>Robots working in restaurants are just the tip of the iceberg of robot applications throughout the Winter Olympics.</p><p>In terms of epidemic prevention, high-efficiency disinfection scenarios include atomization disinfection robots, material distribution scenarios include distribution robots, cleaning robots responsible for intelligent cleaning, inspection robots responsible for reminding and disinfection services and many other types.</p><p>For example, the disinfection robot of Water Cube can automatically avoid obstacles and charge itself. Through the intelligent disinfection system built by AI big data, the venue disinfection can be visualized, digitized, and traceable, which can meet the needs of nearly 8,600 square meters in different areas of the venue. Cleaning and disinfection of public areas.</p><p>The Beijing Winter Olympics has also built an arrival and departure information system. On the basis of information technologies such as big data and cloud computing, it provides arrival and departure services for 32,000 Olympic customers during the Games by means of seamless connection of multiple systems and data sharing.</p><p>There is another eye-catching invention in this Winter Olympics: the wearable thermometer-\"underarm band-aid\" serves as an early warning for epidemic prevention and control. The chip sensor of this temperature measuring device is only the size of sand, and the temperature measurement can be accurate to 0.05 °C, so as to accurately and quickly lock people with abnormal body temperature. Moreover, this innovation will provide technical support for the contactless temperature monitoring of groups who will hold large-scale activities in the future.</p><p>The application of intelligent robots not only improves the color and efficiency of science and technology, but also increases the proportion of non-contact services, reduces direct contact between people, and effectively reduces the risk of infection for athletes and staff.</p><p>In terms of wearing, my country's independently developed alpine skiing training protective clothing adopts a new type of columnar array resistance structure and a new type of energy-absorbing cushioning material, which can effectively protect the shoulders and legs of alpine skiers.</p><p>In terms of accommodation, 6,000 smart beds provided by Qisheng Technology for athletes and team officials from all over the world have received unanimous praise and praise. It is reported that Summer Bridger, the female sledding player of the US Winter Olympics delegation, praised the smart bed on the video social media Tiktok and quickly fermented and became popular all over the world.</p><p>In terms of medical care, relevant data released by the International Olympic Committee show that due to the difficulty and high danger of the Winter Olympics, and the low temperature environment, the injury probability of athletes in the snow events of the Winter Olympics is about 10%-14%. In this regard, the Beijing Winter Olympics has also comprehensively improved the level of smart medical care. Such as building an intelligent mobile shelter; 5G telemedicine; Strengthen the application of wearable medical-grade smart devices; Research and develop aerosol Novel Coronavirus detection system in public space, etc.</p><p><b>New investment opportunities surfaced</b></p><p>According to the budget data released by the deputy director of the Finance and Market Development Department of the Beijing Winter Olympics Bid Committee, the budget revenue and expenditure of the 2022 Beijing Winter Olympics are USD 1.51 billion, far lower than the RMB 280 billion of the 2008 Beijing Olympics. Among them, 65% of the Beijing Winter Olympics venue construction budget comes from social investment.</p><p>Although the expenditure has decreased, the income is correspondingly not optimistic. Referring to the fact that a large number of events were held in empty venues in the 2021 Tokyo Olympic Games last year, the proportion of ticket revenue was reduced (12%), which was significantly lower than the 2016 Janeiro Olympic Games (16%). At a time when the epidemic has not yet stabilized, the Beijing Winter Olympics will also face the same situation.</p><p>Fortunately, there are currently as many as 50 known industries directly or indirectly related to the Olympic Games, and the investment-driven effect brought by them is still strong. The official convening of this Winter Olympics still has the potential to become a capital feast.</p><p>The secondary market reaction is the most obvious. It is understood that there are currently more than 50 listed companies in A-shares to assist in various tasks of the Beijing Winter Olympics, including venue construction, technical support, transportation facilities, licensed product sales, sponsorship and supply services.</p><p>Relevant analysts also pointed out that in the fields of digital renminbi, hydrogen energy, artificial intelligence, robotics and high-end manufacturing, the investment blessing brought by the Winter Olympics will be more obvious.</p><p>First of all, taking the digital renminbi as an example, launching the digital renminbi pilot is a highlight of the Beijing Winter Olympics. At present, 355,000 Winter Olympics scenes have been successfully implemented, achieving full coverage of transportation, catering and accommodation, shopping and consumption scenes.</p><p>The accelerated promotion of the digital renminbi has also ignited the enthusiasm of the capital market. In the past three months, more than 50% of the stocks in this sector have increased by more than 20%. At the same time, the payment hardware market in its upstream and downstream industrial chains, the bank IT upgrade market, and the promotion and scenario service companies serving the digital renminbi have also received capital attention.</p><p>Secondly, it is not surprising that this Winter Olympics has also become a stage for new energy vehicle competition. According to official statistics from the Beijing Winter Olympics Organizing Committee, energy-saving and clean energy vehicles account for 100% of passenger cars and 85.84% of all vehicles among the transportation service vehicles for the Winter Olympics, the highest in previous Winter Olympics. During the Winter Olympics, more than 1,000 hydrogen energy vehicles (i.e. hydrogen fuel cell vehicles) will be demonstrated and operated, equipped with more than 30 hydrogen refueling stations.</p><p>Thirdly, it is worth mentioning that hydrogen energy, as the most promising secondary energy in the 21st century, also ushered in a new climax of development during the Beijing Winter Olympics. According to incomplete statistics, as of December 2021, there are about 85 investment projects related to hydrogen energy fuel cells, with a total investment amount of about 185.713 billion yuan.</p><p>According to the forecast of the International Hydrogen Energy Council, by 2050, hydrogen energy will bear 18% of the world's energy terminal demand, creating a market value of more than 2.5 trillion US dollars, and the global share of fuel cell vehicles will increase to 20%-25%. It should be pointed out that the opportunities for hydrogen fuel cells are more concentrated in the field of commercial vehicles.</p><p>Also, this year's Beijing Winter Olympics has completed the migration of core systems to the cloud. This is the first time in the history of the Olympic Games that cloud computing has replaced traditional IT. So far, the core information systems of the Olympic Games, such as event results, event broadcast, information release, athletes' arrival and departure, medical care, accommodation, and transportation, have been migrated to Alibaba Cloud.</p><p>The comprehensive cloud migration of this Winter Olympics has also brought new possibilities for the live broadcast and broadcast of the event and the audience's viewing experience, such as solving the huge work of news gathering and editing, and providing technical support for the application of AR/VR equipment and high-definition video.</p><p>In addition, the emergence of virtual humans has also contributed to a new experience of watching games. Taking AI sign language anchors as an example, they can not only report news, but also conduct live sign language broadcasts of games, which will bring good news to the hearing-impaired.</p><p>Of course, as the AR/VR hardware and virtual humans that have been popularized by metaverse, these two fields are also the darlings of capital this year. Taking virtual people as an example, in 2021 alone, there will be more than 60,000 new virtual human-related companies in China; The investment field is even more frequent. Less than a month after the beginning of 2022, the cumulative amount of nearly 100 financings in the virtual human field has exceeded 400 million yuan.</p><p>In addition, the ubiquitous behind-the-scenes hero artificial intelligence, as well as robots active in the front line, will also be blown to the wind again in the east wind of the Beijing Winter Olympics, especially disinfection robots, service robots and epidemic prevention robots, which are expected to be extended to daily life on a large scale after the Winter Olympics.</p><p>From the first use of electronic timing in Stockholm Olympic Games in 1912, to the first TV broadcast in Berlin Olympic Games in 1936, and then to the opening of the world's first high-speed railway on the eve of the opening of Tokyo Olympic Games in 1964, we can see that the opening of the Olympic Games is always accompanied by the birth of new scientific and technological achievements.</p><p>We also have reason to believe that these scientific and technological achievements of this Winter Olympics will move from the stadium to daily life, and with the blessing of capital, they can become a new bright spot in public life.</p><p></body></html></p>","source":"tzw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Winter Olympics opens today, and I see a trillion-level investment opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Winter Olympics opens today, and I see a trillion-level investment opportunity\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">投中网</strong><span class=\"h-time small\">2022-02-04 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>\"Science and Technology Winter Olympics\" has become the main feature of Beijing 2022 Winter Olympics and Winter Paralympics.</b>On the evening of February 4th, the opening ceremony of the 24th Winter Olympic Games was held at the National Stadium. As a result, Beijing will become the only city in the world that has hosted both the Summer Olympic Games and the Winter Olympics.</p><p><img src=\"https://static.tigerbbs.com/2642a40bccd5e127fa718128d6d254bd\" tg-width=\"800\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p><p>It is worth mentioning that, unlike the Summer Olympics, the Winter Olympics are naturally affected by factors such as environment and climate. At the same time, this Winter Olympics is the first Winter Olympics held under the background of continental monsoon climate in the past 20 years. In addition, the current global novel coronavirus pneumonia epidemic continues to spread, and the overall difficulty of holding it can be imagined.</p><p>For example, with the support of multiple data and machine learning, combined with bioinformatics and other disciplines, the team from Tsinghua has designed an epidemic monitoring and early warning system that can be used for closed-loop management of the Winter Olympics. Assuming a sudden epidemic during the Games, it can timely and accurately screen out high-risk groups, susceptible areas, susceptible behaviors and weak points of epidemic prevention and control, etc., and use science and technology to build an epidemic prevention technical barrier for the Winter Olympics.</p><p>Earlier, the director of the expert committee of \"Science and Technology Winter Olympics\" said in an exclusive interview with Phoenix TV: \"After the emergence of COVID-19 pandemic, security issues have been placed in a very prominent position in the process of preparing for the Winter Olympics. The research results of researchers can not only be applied to this Winter Olympics, but also be valuable experience for social epidemic prevention and control and other large-scale international activities.\"</p><p>Such a thing is only the tip of the iceberg in the preparation process of the Beijing Winter Olympics. According to the data published in the Application Guidelines for Key Special Targeted Projects of the \"Science and Technology Winter Olympics\", in order to support the successful completion and landing of the \"Science and Technology Winter Olympics\" project, the total estimated state funds for 2018-2021 are about 1.49 billion yuan.</p><p>According to data from the Beijing Municipal Science and Technology Commission, more than 200 technologies have been tested and used in the Winter Olympics scene, involving information engineering and software engineering, public safety, high-definition video, 5G and new energy.</p><p>It is precisely because of this that the \"Science and Technology Winter Olympics\" has become the main feature of the Beijing 2022 Winter Olympics and Winter Paralympics. Some industry comments even said that this year's Beijing Winter Olympics will become a world-class science and technology exhibition.</p><p>Take the torch \"flying\" of this Winter Olympics as an example. It is reported that the torch was designed by Li Jianye, the chief industrial designer of Alibaba. He said that the torch shell pioneered the use of lightweight and high-temperature \"carbon fiber\" material, which is not only fire-resistant and high-temperature resistant, but also resistant to Grade 10 strong winds and rainstorms. At the same time, the torch also uses environmentally friendly hydrogen fuel, which makes the carbon emission of the torch \"zero\".</p><p>Relevant analysts also pointed out that in the fields of digital renminbi, hydrogen energy, artificial intelligence, robotics and high-end manufacturing, the investment blessing brought by the Winter Olympics will be more obvious, which may bring a trillion-level investment opportunity.</p><p><b>Infrastructure colored by technology</b></p><p>When it comes to competitions, the first thing many people pay attention to is the venue. From the well-known Bird's Nest and Water Cube to the ice ribbon and snow dragon that have entered the public's sight in this Winter Olympics, each unique design embodies ingenuity and wisdom.</p><p>Different from the past, in order to better welcome this Winter Olympics, each competition venue has carried out some \"technology\" packaging. For example, as the only newly-built ice venue in Beijing competition area, National Speed Skating Oval \"Ice Ribbon\" adopts the single-layer two-way orthogonal saddle-shaped cable net roof with the largest span in the world, and the steel consumption is only 1/4 of that of the traditional roof.</p><p>Similarly, the National Snowmobile and Sled Center, known as \"Snow Dragon\", adopts \"millimeter-level\" hyperboloid concrete spraying and finishing molding technology, and the 1.9-kilometer track is sprayed and poured at one time. With the blessing of technology, Water Cube realized the site conversion of \"water to ice\" within 20 days. With the help of the Internet of Things and artificial intelligence technology, the Bird's Nest has also transformed into a digital, low-carbon and intelligent sports venue.</p><p>Of course, the above is only a small part of many technological Winter Olympics competition venues, but it is enough to see that this Winter Olympics has started its scientific and technological layout from the most basic facilities.</p><p>In addition to the venues, the most inseparable thing for the Winter Olympics is ice and snow. As we mentioned at the beginning, Beijing belongs to the continental monsoon climate zone. Therefore, there are two \"black technologies\" in this Winter Olympics-artificial snow and \"the fastest ice surface\".</p><p>It is understood that this Winter Olympics will be the first Olympic Games in history that uses 100% artificial snow. The characteristic of artificial snow is that the ice content is high, which is 20% higher than that of natural snow. This characteristic also brings both positive and negative effects. On the one hand, artificial snow may increase the possibility of athletes' injuries; on the other hand, artificial snow can overcome the differences in snow field characteristics and make competition fairer.</p><p>What's more, the \"Ice Ribbon\" venue also creatively adopts carbon dioxide transcritical direct cooling ice-making technology, which ensures constant ice temperature and better ice quality, thus becoming the \"fastest ice surface\".</p><p>If the venues and ice and snow environment are still artificially controllable factors, then the climate change in the Winter Olympics is a change factor that cannot be ignored. The reason behind this is that 70% of the events in the Winter Olympics are snow events, and most of them are snow events. Snow events are held in mountainous areas with complex terrain.</p><p>Therefore, meteorological support has become the top priority of ice and snow sports. So far, the meteorological support project has achieved certain scientific and technological innovation achievements, especially the \"100-meter-level and minute-level\" forecast for the first time. As we all know, even if we are in plain areas, it is impossible for the current weather software to achieve \"100-meter-level and minute-level\", but in mountainous areas, it is even more arduous to face technical challenges to this extent.</p><p>In general event venues, security work will use a lot of physical fence protection or a lot of manpower. However, the Winter Olympics competitions are mostly held in deep mountains with complex terrain, harsh climate and environmental conditions, and the temperature difference between day and night is as high as tens of degrees. Therefore, the application of intelligent sentinel robots was born.</p><p>By deploying intelligent sentinel robots in the Zhangjiakou competition area of this Winter Olympics, it can automatically and accurately determine the category of intruders in daily monitoring, and upload the monitored situation or the whereabouts of intruders to the background command center, effectively improving the efficiency of security staff and ensuring the safety of the Winter Olympics venue. Its lowest tolerance to low temperatures is more than minus 40 degrees.</p><p>At Wukesong Sports Center, an ice hockey arena in Beijing, there are also service robots officially on duty. It is understood that 12 security service robots provide contactless ticket check-in for the audience to enter the venue, and can complete 8 processes such as identity verification, intelligent temperature measurement, health code inquiry and vaccination inquiry within 1 second. Outside the venue, four intelligent service robots provide information guidance, interactive Q&A, and full-process Winter Olympics explanation.</p><p>In addition, my country has developed the first domestic 5G + 8K OB truck and put it into use, which will provide the public with high-quality off-site viewing services. In this way, the upcoming 8K channel will give viewers the opportunity to watch 8K games on TV during the games, and also have the opportunity to see ultra-high-definition pictures through 8K terminals in Winter Olympics venues, city squares and other places.</p><p><b>Everywhere smart living</b></p><p>In the final analysis, the core of sports competition is people. How to help athletes play better in training, life and competition with the help of scientific and technological means is fundamental.</p><p>Take curling, in which the Chinese team won two consecutive victories two days before the start of the competition, as an example. In 2019, curling robots began to be developed. This project is a national key special project of the Ministry of Science and Technology's \"Science and Technology Winter Olympics\". Curling robots use advanced technologies such as artificial intelligence, image recognition and automatic control to make up for the deficiency of curling tactical analysis methods and assist athletes in training.</p><p>In terms of food, the Beijing Winter Olympics uses self-developed ultra-micro trusted chips, combined with the non-tampering and traceability characteristics of the blockchain, to build a food safety guarantee platform for the Winter Olympics, which provides strong support for the catering service of the Winter Olympics.</p><p>It is undeniable that before the start of the Beijing Winter Olympics, robot applications have been accompanied by smart restaurants, and have been screened on major social media platforms. Robots are no longer a new species. Why can they get such high attention?</p><p>It turns out that the smart restaurant is located in the main media center of the Beijing Winter Olympics. The restaurant covers an area of more than 3,680 square meters, which is divided into an automatic bar area, a Chinese food cloud track area and a media dining area. It is understood that the smart restaurant is equipped with 120 meal-making robots. The intelligent and automated catering equipment in the restaurant can run 24 hours a day, ensuring that the whole process of ordering, preparing and serving is automated, and can serve thousands of people at the same time.</p><p>Surprisingly, there are no chefs or waiters to serve food in the restaurant. Chinese and western food cooking and cocktail preparation are all done by robots. Diners scan a QR code on the table to order, and then a robot chef in the kitchen begins making it. All robots are behind clear glass, so everyone can see the cooking process.</p><p>Finally, the robot completes the entire food delivery process, and the dishes will be delivered through the cloud rail system at the top of the restaurant. When the robot moves above the desired dining table, a tray containing food will \"fall from the sky\" with the lowered cable and hover in front of people for their use. According to the video, the way of serving food is somewhat similar to that of \"weightless\" restaurants.</p><p>Robots working in restaurants are just the tip of the iceberg of robot applications throughout the Winter Olympics.</p><p>In terms of epidemic prevention, high-efficiency disinfection scenarios include atomization disinfection robots, material distribution scenarios include distribution robots, cleaning robots responsible for intelligent cleaning, inspection robots responsible for reminding and disinfection services and many other types.</p><p>For example, the disinfection robot of Water Cube can automatically avoid obstacles and charge itself. Through the intelligent disinfection system built by AI big data, the venue disinfection can be visualized, digitized, and traceable, which can meet the needs of nearly 8,600 square meters in different areas of the venue. Cleaning and disinfection of public areas.</p><p>The Beijing Winter Olympics has also built an arrival and departure information system. On the basis of information technologies such as big data and cloud computing, it provides arrival and departure services for 32,000 Olympic customers during the Games by means of seamless connection of multiple systems and data sharing.</p><p>There is another eye-catching invention in this Winter Olympics: the wearable thermometer-\"underarm band-aid\" serves as an early warning for epidemic prevention and control. The chip sensor of this temperature measuring device is only the size of sand, and the temperature measurement can be accurate to 0.05 °C, so as to accurately and quickly lock people with abnormal body temperature. Moreover, this innovation will provide technical support for the contactless temperature monitoring of groups who will hold large-scale activities in the future.</p><p>The application of intelligent robots not only improves the color and efficiency of science and technology, but also increases the proportion of non-contact services, reduces direct contact between people, and effectively reduces the risk of infection for athletes and staff.</p><p>In terms of wearing, my country's independently developed alpine skiing training protective clothing adopts a new type of columnar array resistance structure and a new type of energy-absorbing cushioning material, which can effectively protect the shoulders and legs of alpine skiers.</p><p>In terms of accommodation, 6,000 smart beds provided by Qisheng Technology for athletes and team officials from all over the world have received unanimous praise and praise. It is reported that Summer Bridger, the female sledding player of the US Winter Olympics delegation, praised the smart bed on the video social media Tiktok and quickly fermented and became popular all over the world.</p><p>In terms of medical care, relevant data released by the International Olympic Committee show that due to the difficulty and high danger of the Winter Olympics, and the low temperature environment, the injury probability of athletes in the snow events of the Winter Olympics is about 10%-14%. In this regard, the Beijing Winter Olympics has also comprehensively improved the level of smart medical care. Such as building an intelligent mobile shelter; 5G telemedicine; Strengthen the application of wearable medical-grade smart devices; Research and develop aerosol Novel Coronavirus detection system in public space, etc.</p><p><b>New investment opportunities surfaced</b></p><p>According to the budget data released by the deputy director of the Finance and Market Development Department of the Beijing Winter Olympics Bid Committee, the budget revenue and expenditure of the 2022 Beijing Winter Olympics are USD 1.51 billion, far lower than the RMB 280 billion of the 2008 Beijing Olympics. Among them, 65% of the Beijing Winter Olympics venue construction budget comes from social investment.</p><p>Although the expenditure has decreased, the income is correspondingly not optimistic. Referring to the fact that a large number of events were held in empty venues in the 2021 Tokyo Olympic Games last year, the proportion of ticket revenue was reduced (12%), which was significantly lower than the 2016 Janeiro Olympic Games (16%). At a time when the epidemic has not yet stabilized, the Beijing Winter Olympics will also face the same situation.</p><p>Fortunately, there are currently as many as 50 known industries directly or indirectly related to the Olympic Games, and the investment-driven effect brought by them is still strong. The official convening of this Winter Olympics still has the potential to become a capital feast.</p><p>The secondary market reaction is the most obvious. It is understood that there are currently more than 50 listed companies in A-shares to assist in various tasks of the Beijing Winter Olympics, including venue construction, technical support, transportation facilities, licensed product sales, sponsorship and supply services.</p><p>Relevant analysts also pointed out that in the fields of digital renminbi, hydrogen energy, artificial intelligence, robotics and high-end manufacturing, the investment blessing brought by the Winter Olympics will be more obvious.</p><p>First of all, taking the digital renminbi as an example, launching the digital renminbi pilot is a highlight of the Beijing Winter Olympics. At present, 355,000 Winter Olympics scenes have been successfully implemented, achieving full coverage of transportation, catering and accommodation, shopping and consumption scenes.</p><p>The accelerated promotion of the digital renminbi has also ignited the enthusiasm of the capital market. In the past three months, more than 50% of the stocks in this sector have increased by more than 20%. At the same time, the payment hardware market in its upstream and downstream industrial chains, the bank IT upgrade market, and the promotion and scenario service companies serving the digital renminbi have also received capital attention.</p><p>Secondly, it is not surprising that this Winter Olympics has also become a stage for new energy vehicle competition. According to official statistics from the Beijing Winter Olympics Organizing Committee, energy-saving and clean energy vehicles account for 100% of passenger cars and 85.84% of all vehicles among the transportation service vehicles for the Winter Olympics, the highest in previous Winter Olympics. During the Winter Olympics, more than 1,000 hydrogen energy vehicles (i.e. hydrogen fuel cell vehicles) will be demonstrated and operated, equipped with more than 30 hydrogen refueling stations.</p><p>Thirdly, it is worth mentioning that hydrogen energy, as the most promising secondary energy in the 21st century, also ushered in a new climax of development during the Beijing Winter Olympics. According to incomplete statistics, as of December 2021, there are about 85 investment projects related to hydrogen energy fuel cells, with a total investment amount of about 185.713 billion yuan.</p><p>According to the forecast of the International Hydrogen Energy Council, by 2050, hydrogen energy will bear 18% of the world's energy terminal demand, creating a market value of more than 2.5 trillion US dollars, and the global share of fuel cell vehicles will increase to 20%-25%. It should be pointed out that the opportunities for hydrogen fuel cells are more concentrated in the field of commercial vehicles.</p><p>Also, this year's Beijing Winter Olympics has completed the migration of core systems to the cloud. This is the first time in the history of the Olympic Games that cloud computing has replaced traditional IT. So far, the core information systems of the Olympic Games, such as event results, event broadcast, information release, athletes' arrival and departure, medical care, accommodation, and transportation, have been migrated to Alibaba Cloud.</p><p>The comprehensive cloud migration of this Winter Olympics has also brought new possibilities for the live broadcast and broadcast of the event and the audience's viewing experience, such as solving the huge work of news gathering and editing, and providing technical support for the application of AR/VR equipment and high-definition video.</p><p>In addition, the emergence of virtual humans has also contributed to a new experience of watching games. Taking AI sign language anchors as an example, they can not only report news, but also conduct live sign language broadcasts of games, which will bring good news to the hearing-impaired.</p><p>Of course, as the AR/VR hardware and virtual humans that have been popularized by metaverse, these two fields are also the darlings of capital this year. Taking virtual people as an example, in 2021 alone, there will be more than 60,000 new virtual human-related companies in China; The investment field is even more frequent. Less than a month after the beginning of 2022, the cumulative amount of nearly 100 financings in the virtual human field has exceeded 400 million yuan.</p><p>In addition, the ubiquitous behind-the-scenes hero artificial intelligence, as well as robots active in the front line, will also be blown to the wind again in the east wind of the Beijing Winter Olympics, especially disinfection robots, service robots and epidemic prevention robots, which are expected to be extended to daily life on a large scale after the Winter Olympics.</p><p>From the first use of electronic timing in Stockholm Olympic Games in 1912, to the first TV broadcast in Berlin Olympic Games in 1936, and then to the opening of the world's first high-speed railway on the eve of the opening of Tokyo Olympic Games in 1964, we can see that the opening of the Olympic Games is always accompanied by the birth of new scientific and technological achievements.</p><p>We also have reason to believe that these scientific and technological achievements of this Winter Olympics will move from the stadium to daily life, and with the blessing of capital, they can become a new bright spot in public life.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/TKozH5gi54BjN087OGa7mg\">投中网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/417fd02a5a1a554bfb51559e8c34d024","relate_stocks":{"399001":"深证成指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/TKozH5gi54BjN087OGa7mg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159530168","content_text":"“科技冬奥”成为了北京2022年冬奥会和冬残奥会的主要特色。2月4日晚，第二十四届冬季奥林匹克运动会开幕式在国家体育场举行。如此一来，北京也将成为全球唯一一座既举办过夏季奥运会、又将举办冬奥会的城市。值得一提的是，不同于夏季奥运会，冬季奥运会天然受环境、气候等因素影响较多，同时，此次冬奥会还是近20年来首次在大陆性季风气候背景下举办的冬奥赛事，另外，当前全球新冠肺炎疫情还在持续蔓延，整体举办难度可想而知。比如，来自清华的团队就在在多重数据、机器学习等支持下，结合生物信息学等学科，设计了一套能用于冬奥闭环管理的疫情监测与预警系统，假设赛时突发疫情，可及时精准筛查出高风险人群、易感区域、易感行为以及疫情防控薄弱点等，用科技为冬奥筑起一道防疫技术屏障。此前，“科技冬奥”专家委员会主任在接受凤凰卫视专访时谈到：“新冠疫情出现之后，安全问题就摆在筹备冬奥过程中一个非常突出的位置。科研人员的研究成果，不仅可以应用于本届冬奥，对于社会面上的疫情防控，以及其他大型的国际活动，都是宝贵经验。”这样的事情，在北京冬奥会的筹办过程中，只是冰山一角。据《“科技冬奥”重点专项定向项目申报指南》公布的数据显示，为支持“科技冬奥”项目顺利建成落地，2018—2021年度国拨经费总概算约14.9亿元。根据北京市科学技术委员会数据，在冬奥场景先后测试和使用的200多项技术，涉及信息工程与软件工程、公共安全、高清视频、5G 和新能源等领域。也正是如此，“科技冬奥”成为了北京2022年冬奥会和冬残奥会的主要特色，甚至有业内评论称今年的北京冬奥会将成为世界级的科技展。还以正在接力的本届冬奥会的火炬“飞扬”为例，据悉，该火炬由阿里巴巴首席工业设计师李剑叶设计，他谈到，火炬外壳开创性地启用重量轻且耐高温的“碳纤维”材料，不仅耐火耐高温，还能抗10级大风和暴雨，同时，火炬还采用环保的氢气燃料，使火炬燃烧时的碳排放为“零”，其特性也保证了火炬能在极寒天气中使用。相关分析人士也指出，在数字人民币、氢能源、人工智能、机器人和高端制造领域，冬奥会带来的投资加持作用会更加明显，这或许将带来一次万亿级的投资机会。被科技上色的基础设施谈到比赛，很多人首先关注的就是场馆。从被熟知的鸟巢、水立方到本次冬奥会走入大众视线中的冰丝带、雪游龙，一个个独具特色的设计都凝聚着巧思与智慧。不同与往，为了更好的迎接这次冬奥会，每个竞赛场馆都进行了一番“科技”包装。比如作为北京赛区唯一新建的冰上场馆，国家速滑馆“冰丝带”采用了世界跨度最大的单层双向正交马鞍形索网屋面，用钢量仅为传统屋面的1/4。同样，被称为“雪游龙”的国家雪车雪橇中心采用“毫米级”双曲面混凝土喷射及精加工成型技术，1.9公里赛道一次性喷射浇筑成型。而水立方在技术的加持下，在20天内就实现了“由水到冰”的场地转换。鸟巢也在物联网、人工智能技术的助力下，摇身变成了数字、低碳、智能体育场馆。当然以上只是众多科技范儿冬奥会竞赛场馆的一小部分，但这也足以看出，本届冬奥会从最基础的设施部分就开始了科技布局。除了场馆外，冬奥会最离不开的就是冰雪了，正如我们开篇提到的，北京属于大陆性季风气候区，因此，本届冬奥会还有两项“黑科技”——人造雪和“最快冰面”。据了解，本届冬奥会将是有史以来第一届100%使用人造雪的奥运会。人造雪的特性是冰含量较高，比天然雪高出20%，这样的特性也带来了正反两方面的影响，一方面，人造雪可能增加运动员受伤的可能性，另一方面，人造雪可以克服雪场特性差异，让竞技更公平。不止如此，“冰丝带”场馆也创造性地采用二氧化碳跨临界直冷制冰技术，保证了冰面温度恒定，冰面质量更优，由此成为“最快冰面”。如果说场馆和冰雪环境尚属于人工可控因素，那么冬奥赛场上的气候变化则是一个不可忽视的变化因子，这背后原因在于冬奥会70%的项目都是雪上项目，大部分的雪上项目都在地形复杂的山区举办。因此，气象保障成为了冰雪运动的重中之重。到目前为止，气象保障项目取得了一定的科技创新成果，尤其是首次做到了“百米级、分钟级”预报。众所周知，就算我们在平原地区，现在的天气软件做到“百米级、分钟级”尚不可能，而在山地里，做到如此程度面对技术的挑战更为艰巨。在一般的赛事场地，安防工作会用到大量的物理围栏防护或采用大量人力，然而冬奥会比赛多在地形复杂的深山之中，气候环境条件严苛，日夜温差高至几十度，因此，智能哨兵机器人应用而生。本次冬奥会的张家口赛区通过部署智能哨兵机器人，在日常监测中，能自动精准判断入侵者的类别，并将监测到的情况或入侵者的行踪轨迹上传至后台的指挥中心，有效提高了安保工作人员效率，确保冬奥会的赛场安全。它最低的耐低温也超过零下四十度。在北京的冰球赛场五棵松体育中心，也有服务机器人正式上岗。据了解，12台安全服务机器人为观众入场提供无接触式检票，1秒钟内能完成身份验证、智能测温、健康码查询、疫苗接种情况查询等8项流程。场馆外围，4台智能服务机器人提供信息指引、互动答疑、全流程冬奥讲解。另外，我国研发国内首台5G＋8K转播车并投入使用，将为公众提供优质的非现场观赛服务。这样一来，即将开通的8K频道将让观众在赛时有机会在电视上看到8K比赛，也有机会在冬奥场馆、城市广场等地通过8K终端看到超高清画面。无处不在的智能生活归根到底，体育竞技的核心还是人。如何借助科技手段帮助在运动员训练、生活和比赛中得到更好的发挥才是根本。拿中国队在开赛前两天取得两连胜的冰壶运动来说，在2019年，冰壶机器人开始研发，该项目是科技部“科技冬奥”国家重点专项课题，冰壶机器人利用人工智能、图像识别、自动控制等先进技术，弥补冰壶战术分析手段的不足，辅助运动员进行训练。在食品方面，北京冬奥会利用自主研发的超微型可信芯片，结合区块链不可篡改和可追溯的特性，构建冬奥食品安全保障平台，为冬奥餐饮服务提供了有力支撑。不可否认，在北京冬奥会开始之前，机器人应用已经伴随着智慧餐厅出圈了，并在各大社交媒体平台刷屏。机器人早已不是什么新鲜物种，缘何能获得如此高的关注度？原来，该智慧餐厅位于北京冬奥会主媒体中心，餐厅占地3680多平方米，其中分为自动酒吧区，中餐云轨区和媒体就餐区。据了解，智慧餐厅配备了120台制餐机器人，餐厅内智能化、自动化的餐饮设备可24小时不间断运行，确保点餐、备餐、上菜全过程自动化，可同时为数千人服务。让人意外的是，餐厅没有厨师或服务员上菜，中餐和西餐烹饪、鸡尾酒调制都由机器人完成。就餐者扫描餐桌上的二维码点菜，然后厨房里的机器人厨师开始制作。所有机器人都在透明玻璃后面，所以每个人都可以看到烹饪过程。最后机器人完成整个送餐流程，菜品将通过餐厅顶部的云轨系统送达。当机器人移到所需的餐桌上方时，一盘盛着食物的托盘就会随着下放的缆绳 “从天而降”，悬停在人们面前，供其取用。根据视频来看，上菜方式有些类似与“失重”餐厅。在餐厅中工作的机器人只是整个冬奥会中机器人应用的冰山一角。防疫方面，高效消杀场景有雾化消毒机器人，物资分发场景有配送机器人，还有负责智能清扫的清洁机器人，负责提醒与消毒服务的巡检机器人等诸多类型。比如水立方的消毒机器人能够续自动避障、自行充电，通过AI大数据构建的智能化消毒系统将场馆消毒做到可视化、数据化、可追踪溯源化，可满足对场馆不同区域内近8600平方米的公共区域清扫消毒工作。北京冬奥会还建设了抵离信息系统，在大数据、云计算等信息技术基础上，以多系统无缝衔接，数据共享等手段，赛时为3.2万名奥运会客户群提供抵离服务。本届冬奥会还有一个吸睛的发明：可穿戴式体温计——“腋下创可贴”为疫情防控“站哨”预警。这款测温设备的芯片传感器仅沙粒大小，测温可精确到0.05°C，实现精准、快速锁定体温异常人群。而且，该项创新将为未来疫情常态化举办大型活动的群体无接触体温监测提供技术支撑。智能机器人的应用，不仅提高了科技色彩和效率，同时提升了非接触式服务比例，减少了人与人的直接接触，有效降低了运动员和工作人员的感染风险。穿着方面，我国自主研发的高山滑雪训练防护服，采用了新型的柱状阵列式抗击结构和新型吸能缓震材料，能够对高山滑雪运动员的肩腿部起到有效的保护作用。住宿方面，由麒盛科技为各国运动员及随队官员提供的6000张智能床，并得到了一致好评和点赞，据悉美国冬奥代表团雪橇女将萨默·布里彻在视频社交媒体Tiktok上对智能床大加赞扬，并迅速发酵走红全球。医疗方面，国际奥委会发布的相关数据显示，由于冬奥会项目难度较大、危险性较高，且在低温环境下，所以冬奥会雪上项目的运动员受伤概率约在10%—14%。对此，北京冬奥会也全面提升智慧医疗水平。如搭建智能移动方舱；5G远程医疗；加强穿戴式医疗级智能设备应用；研发公共空间气溶胶新冠病毒检测系统等等。新的投资机会浮出水面根据北京冬奥申委财务以及市场开发部副部长公布的预算数据，2022年北京冬奥会的预算收入以及支出皆为15.1亿美元，远低于2008年北京奥运会的人民币2800亿元。其中，北京冬奥会场馆建设预算有65%来自社会投资。虽然支出有所减少，但相应地收入也不乐观。参考去年2021年东京奥运会中出现了大量赛事空场举行的情况，削减了门票收入占比（12%），相较于2016年的约热内卢奥运会（16%）有明显下降。在疫情尚未稳定的当下，此次北京冬奥会也将面临相同的情况。幸运的是，目前已知的与奥运会直接或间接相关的产业多达50项，带来的投资带动效应依旧强劲，本次冬奥会的正式召开，依旧有成为资本盛宴的潜力。二级市场反应最为明显，据了解，A股目前有超过50家上市公司助力北京冬奥会的各项工作，分别在场馆建设、技术支持、交通设施配套、特许商品销售、赞助和供应服务等方面。相关分析人士也指出，在数字人民币、氢能源、人工智能、机器人和高端制造领域，冬奥会带来的投资加持作用会更加明显。首先，以数字人民币为例，开展数字人民币试点是北京冬奥会的一大亮点。目前已顺利落地35.5万个冬奥场景，实现交通出行、餐饮住宿、购物消费等场景全覆盖。数字人民币的加速推广也点燃了资本市场的热情，近三个月，该板块超五成个股累计涨幅超20%。同时，其上下游产业链上的支付硬件市场、银行IT升级改造市场、服务于数字人民币的推广与场景服务公司也得到了资本的关注。其次，毫不意外的是，这届冬奥会也成了新能源汽车比拼的舞台。据北京冬奥组委官方统计，冬奥会赛事交通服务用车中，节能与清洁能源车辆在小客车中占比100%，在全部车辆中占比85.84%，为历届冬奥会最高。冬奥会期间还将示范运行超1000辆氢能源汽车（即氢燃料电池汽车），配备30多个加氢站。再次，值得一提的是，氢能源作为21世纪最具发展前景的二次能源，在北京冬奥期间也迎来了发展的新高潮。据不完全统计，截至2021年12月，氢能源燃料电池相关投资项目约85项，投资总金额约1857.13亿元。据国际氢能委员会预测，到2050年，氢能将承担全球18%的能源终端需求，创造超过2.5万亿美元的市场价值，燃料电池汽车在全球占比将提升至20%-25%。需要指出的是氢燃料电池的机会更多集中在商用车领域。还有，今年北京冬奥已经完成核心系统迁移上云。这是奥运史上首次由云计算替代传统IT，至此，奥运最核心的赛事成绩、赛事转播、信息发布、运动员抵离、医疗、食宿、交通等信息系统迁移至阿里云上。本届冬奥会的全面上云，也为赛事直播和转播以及观众观赛体验上带来了新的可能，比如解决新闻采编巨量工作，让AR/VR设备、高清视频的应用提供技术支持。以及，虚拟人的出现也助力了新的观赛体验，以AI手语主播为例，不仅可以报道新闻，还能进行赛事手语直播，这将给听障人士带来福音。当然，作为被元宇宙带火的AR/VR硬件以及虚拟人，这两大领域今年也是资本的宠儿。以虚拟人为例，仅2021年国内就新增虚拟人相关企业超6万家；投资领域更是大手笔频出，2022年开年还不到一个月，虚拟人领域近百起融资累计金额已经超过4亿元。此外，无处不在的幕后英雄人工智能，以及活跃在一线的机器人，同样将乘着北京冬奥的东风再次被吹上风口，尤其是消毒机器人、服务机器人和防疫机器人等，在冬奥会后有望大规模推广到日常生活中。从1912年斯德哥尔摩奥运会首次使用电子计时，到1936年柏林奥运会首次实现电视转播，再到1964年东京奥运会开幕前夕开通世界上首条高铁，我们看到，奥运盛会的开启，总是伴随着新的科技成果的诞生。我们也有理由相信，本届冬奥会的这些科技成果将从赛场走向日常，经过资本的加持，可以成为大众生活的新亮点。","news_type":1,"symbols_score_info":{"399001":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808512518,"gmtCreate":1627601628034,"gmtModify":1703493017822,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 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413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/837965930","repostId":"1102136193","repostType":4,"repost":{"id":"1102136193","kind":"news","pubTimestamp":1629851485,"share":"https://ttm.financial/m/news/1102136193?lang=en_US&edition=fundamental","pubTime":"2021-08-25 08:31","market":"us","language":"en","title":"German regulator BaFin rejects insider trading suspicions in Daimler shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1102136193","media":"Reuters","summary":"(Reuters) -Germany’s markets watchdog BaFin said on Tuesday it found no evidence to pursue an inside","content":"<p>(Reuters) -Germany’s markets watchdog BaFin said on Tuesday it found no evidence to pursue an insider trading investigation in the shares of carmaker Daimler, including the purchase of a stake in the UK’s Aston Martin by Mercedes’ Formula One boss.</p>\n<p>BaFin looked into trading at Germany’s Daimler and passed information to counterparts at the UK’s Financial Conduct Authority (FCA) regarding trading in Aston Martin shares, with the FCA also finding no evidence to pursue a probe, the Financial Times newspaper reported earlier.</p>\n<p>“I can confirm that BaFin looked into the transaction with regard to possible suspicions of insider trading (in Daimler securities), but did not find any clues,” the BaFin spokesperson said in an emailed statement.</p>\n<p>Daimler said it had no comment. FCA and Aston Martin did not immediately respond to a request for comment outside regular working hours.</p>\n<p>Toto Wolff, Mercedes’ Formula One boss, who owns about a third of the Mercedes team, purchased shares in luxury carmaker Aston Martin in April last year.</p>\n<p>Daimler, the parent company of Mercedes, also owns a minority stake in Aston Martin.</p>\n<p>Wolff bought a 0.95% stake in Aston Martin from a vehicle controlled by Lawrence Stroll, the UK carmaker’s executive chair, according to the FT.</p>\n<p>In the following month, Aston Martin appointed Tobias Moers, the former head of Mercedes’ AMG business, as its CEO. In October, Daimler said it would raise its stake in Aston Martin to 20% by 2023.</p>\n<p>Mercedes F1 said Wolff had not been aware of either plan when he acquired the shares and that “all relevant disclosures were made to the UK financial authorities at the appropriate time”, according to the FT. Wolff did not acquire or trade any Daimler shares or securities last year, the newspaper added.</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>German regulator BaFin rejects insider trading suspicions in Daimler shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGerman regulator BaFin rejects insider trading suspicions in Daimler shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/daimler-aston-martin-insidertrading/update-3-german-regulator-bafin-rejects-insider-trading-suspicions-in-daimler-shares-idUSL1N2PV254><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Germany’s markets watchdog BaFin said on Tuesday it found no evidence to pursue an insider trading investigation in the shares of carmaker Daimler, including the purchase of a stake in the ...</p>\n\n<a href=\"https://www.reuters.com/article/daimler-aston-martin-insidertrading/update-3-german-regulator-bafin-rejects-insider-trading-suspicions-in-daimler-shares-idUSL1N2PV254\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDAIF":"戴姆勒汽车"},"source_url":"https://www.reuters.com/article/daimler-aston-martin-insidertrading/update-3-german-regulator-bafin-rejects-insider-trading-suspicions-in-daimler-shares-idUSL1N2PV254","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102136193","content_text":"(Reuters) -Germany’s markets watchdog BaFin said on Tuesday it found no evidence to pursue an insider trading investigation in the shares of carmaker Daimler, including the purchase of a stake in the UK’s Aston Martin by Mercedes’ Formula One boss.\nBaFin looked into trading at Germany’s Daimler and passed information to counterparts at the UK’s Financial Conduct Authority (FCA) regarding trading in Aston Martin shares, with the FCA also finding no evidence to pursue a probe, the Financial Times newspaper reported earlier.\n“I can confirm that BaFin looked into the transaction with regard to possible suspicions of insider trading (in Daimler securities), but did not find any clues,” the BaFin spokesperson said in an emailed statement.\nDaimler said it had no comment. FCA and Aston Martin did not immediately respond to a request for comment outside regular working hours.\nToto Wolff, Mercedes’ Formula One boss, who owns about a third of the Mercedes team, purchased shares in luxury carmaker Aston Martin in April last year.\nDaimler, the parent company of Mercedes, also owns a minority stake in Aston Martin.\nWolff bought a 0.95% stake in Aston Martin from a vehicle controlled by Lawrence Stroll, the UK carmaker’s executive chair, according to the FT.\nIn the following month, Aston Martin appointed Tobias Moers, the former head of Mercedes’ AMG business, as its CEO. In October, Daimler said it would raise its stake in Aston Martin to 20% by 2023.\nMercedes F1 said Wolff had not been aware of either plan when he acquired the shares and that “all relevant disclosures were made to the UK financial authorities at the appropriate time”, according to the FT. Wolff did not acquire or trade any Daimler shares or securities last year, the newspaper added.","news_type":1,"symbols_score_info":{"DDAIF":0.9}},"isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953206356,"gmtCreate":1673256434075,"gmtModify":1676538806512,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953206356","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011985903,"gmtCreate":1648803886063,"gmtModify":1676534401331,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CLF\">$克里夫天然资源公司(CLF)$</a>buy","listText":"<a href=\"https://ttm.financial/S/CLF\">$克里夫天然资源公司(CLF)$</a>buy","text":"$克里夫天然资源公司(CLF)$buy","images":[{"img":"https://community-static.tradeup.com/news/b137d9bbf3b60a29dd972ee9967bef27","width":"1080","height":"2193"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011985903","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9958569424,"gmtCreate":1673776959569,"gmtModify":1676538884373,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958569424","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951892680,"gmtCreate":1673442102740,"gmtModify":1676538837208,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951892680","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939719544,"gmtCreate":1662167409488,"gmtModify":1676537010737,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939719544","repostId":"2264297886","repostType":4,"repost":{"id":"2264297886","kind":"news","pubTimestamp":1662075392,"share":"https://ttm.financial/m/news/2264297886?lang=en_US&edition=fundamental","pubTime":"2022-09-02 07:36","market":"sh","language":"zh","title":"Value investing guru warns in a long article: The bursting of the \"super bubble\" in US stocks is about to take place","url":"https://stock-news.laohu8.com/highlight/detail?id=2264297886","media":"华尔街见闻","summary":"要为“史诗级”结局做好准备。","content":"<p><html><head></head><body>The \"super bubble\" will inevitably escape the fate of value return. The higher it rises, the longer and worse it will eventually fall.</p><p>On August 31, Jeremy Grantham, a well-known value investing guru and co-founder and chief strategist of asset management company GMO, published an article \"Entering the Superbubble's final Act\".<b>Warning that the bursting of the \"super bubble\" in the US stock market is about to enter the final stage, and prepare for the \"epic\" ending.</b></p><p>Now Grantham once again blew the whistle to the world, bluntly saying that the \"super bubble\" will eventually return to value. He successfully predicted the Japanese stock market crash in 1989, the dot-com stock bubble crash in 2000 and the subprime mortgage crisis in 2008.</p><p>Since U.S. stocks got rid of the decline in the first half of the year, Wall Street has been debating endlessly about whether it is a bear market rebound or a bull market. Grantham believes that,<b>The statement that U.S. stocks are ushering in a bull market is simply nonsense. The summer rebound is in line with the stage of bear market rebound in the \"super bubble\", and the next step will be the complete bursting of the bubble.</b></p><p>Grantham pointed out that the current super bubble is an unprecedented combination of multiple bubble crises, and the three major asset classes-housing, stocks and bonds-were all severely overvalued at the end of last year. Now, there's the inflation spike and interest rate shock of the early 1970s. To make matters worse, commodity and energy prices have risen, and these commodity shocks often cast a shadow over long-term economic growth.</p><p><b>The super bubble in the stock markets of all developed countries will inevitably escape the fate of value return.</b>Therefore, the higher the price and the longer the mean reversion, the greater the loss.</p><p><b>The following is a translation of the original article:</b></p><p><b>Summary:</b></p><p>In the investment career of market participants, only a few market events play an important role, and the most important one is the \"super bubble\". \"Super bubbles\" are different from other market events. There are only a few super bubbles for reference in history, and they have a series of distinctive common characteristics.</p><p>One of the typical features is a bear market rally, which often occurs after the initial big drop, but is accompanied by the bursting of a \"super bubble\" before the economy begins to deteriorate significantly. Judging from the first three \"super bubbles\" in a hundred years, the rebound usually rose by more than half, attracting uncautious investors back, followed by another plunge (more severe than the initial one), and the overall economy began to weaken. The rebound in U.S. stocks this summer fits perfectly into this pattern.</p><p>Since the beginning of this year, although high inflation has been eroding valuations, U.S. stocks are still \"quite expensive\", and it is worth mentioning that this erosion rate is slower than before. However, now that the fundamentals of the U.S. economy have begun to deteriorate sharply at a surprising rate, various negative factors such as the Russia-Ukraine conflict, the food and energy crisis, and record fiscal tightening coexist, the outlook for U.S. stocks is more severe than in the first half of the year. In the long run, widespread and persistent food and resource shortages pose a threat, and accelerated climate damage makes it worse.</p><p>The current super bubble is characterized by the simultaneous existence of bubble crises in multiple asset categories. The bond market, housing market and stock market are all seriously overvalued and are rapidly losing their upward momentum. The commodity shock persists and the \"hawk\" of the Federal Reserve is raging. Each cycle is different and unique-but every similar phenomenon in history shows that the worst is yet to come.</p><p><b>Body:</b></p><p><b>A really critical period for investors</b></p><p>Most of the time (around 85%), the market is running orderly and performing normally. During these periods, investors (investment managers, clients and individuals) are more rational and satisfied.</p><p>But alas, these periods don't really matter, the other 15% of the time is what matters, and investors get carried away and become irrational.</p><p>Among them, in most cases (about 12% of the time), this irrationality is overly optimistic, such as the short squeeze and IPO frenzy of Meme stocks in the past two years;</p><p>In a few cases (about 3% of the time), as at present and in the future, investors engage in panic selling regardless of value. For example, the S&P index fell to 666 in 2009, and the P/E of many stocks in 1974 was as low as 2.5 times.</p><p>These moments of excitement and panic are the most important for investment portfolios and the most dangerous for investors' careers. (Chapter 12 of Keynes's General Theory famously states that dancing with bubbles is the safest strategy for investment managers when they come. After all, their priority is to make a lot of money in a bull market. Almost everyone reasonably adopts this strategy.)</p><p>15% of moments are different from average bull and bear markets, and averaging average bull and bear markets with a handful of outliers can affect the data and produce misleading signals. I strongly recommend that \"super bubbles\"-asset prices deviate from the mean by 2.5 to 3 standard deviations-be regarded as special collective extremes, when investor behavior changes in stages.</p><p>After a long period of economic boom and bullish stock market, when the financial and economic system looks near-perfect (especially with low inflation and high profit margins) and regulators are \"friendly\" (especially relaxing cheap and leveraged regulations), there will be a flashpoint, just like thousands of flying ants attacking at the same time on a summer evening.</p><p>Fortunately, there are examples of such incidents. No matter how value is defined, you can always see a surge of arrogance, speculation and unrealistic fanaticism. The ending of this rare \"super bubble\" (there are only three super bubbles in modern America) is different: the discussion about conservative stocks and speculative stocks is very divergent; A bear market rally discussed later; The rapid outbreak of economic recession (so far, three super bubbles have led to three recessions, one of which is a slight recession-the US technology stock bubble in 2000, and the other two were severe recessions caused by the US stock market bubble in 1929 and the US blue-chip bubble in 1972); Finally, the likelihood of further unexpected financial and economic crises has greatly increased.</p><p>We are in such a period-a real \"super bubble\" has been brewing for a long time. In the end, the super bubbles in the stock markets of all developed countries, as well as bubbles where asset prices deviate from the mean by more than 2 standard deviations, will inevitably escape the fate of value return. Therefore, the higher the price, the longer the mean reversion is, and the worse it will fall.</p><p><b>Different Stages of Super Bubbles</b></p><p>In my opinion, the bursting of a super bubble needs to go through multiple stages. First, foam formation; Secondly, the bubble contracted to some extent, just like in the first half of this year, when some problems in the economic or political environment made investors realize that perfection wouldn't last forever after all, and valuations went half a step backwards. Then there's the bubble inflation-the bear market rally we just saw. Finally, the bubble burst completely, economic fundamentals deteriorated, and the market fell to all-time lows.</p><p>Let's get back to where we are today, a bear market rally in a super bubble is easier and faster than any other rally. Most investors feel that this stock was sold at $100 six months ago, so it must be cheap to buy it at $50, $60 or $70 now.</p><p>In a bull market, creating a new high is slow and nervous, because investors realize that no one has bought the stock at this price before, and the stock price movement is usually four steps up and three steps down, carefully going up to unattainable highs. The opposite is true of a bear market rally. A stock has been sold at $100 before and may be sold at $100 again later.</p><p>From historical experience, the speed and scale of bear market rallies prove this.</p><p><ol><li>From the lows of November 1929 to the highs of April 1930, the stock market rebounded 46%-the rebound recovered 55% of the losses from the highs at that time.</li><li>In 1973, the S&P 500 rose 59% from its low point in the summer rally after its first decline.</li><li>In 2000, the Nasdaq rebounded 60% in just two months.</li><li>In 2022, at its intraday high on August 16, the S&P rebounded 58% from its June low. So, so far, what is being experienced now is very similar to other super bubbles in history.</li></ol><b>The economy is starting to fall apart</b></p><p>Economic data inevitably lags behind the turning point of the economic cycle. What's bad is that data such as corporate profits and employment deteriorated when the stock market bubbles burst in 2000 and 2007. And it is during the beginning of the turning point to the fundamental rout that a bear market rally usually occurs.</p><p>Why do epic super bubbles always come with major economic crises? Maybe it's because it happens after a long period of accumulation of market and economic forces-and finally optimism is high. At its peak, the economy always looks near perfect: full employment, strong GDP, no inflation, record profit margins. This was true of 1929, 1972, 1999 and the Japanese housing bubble. Typical economic cycles and fundamentals are close to perfection for the time being, and economic and financial data has only one way to go.</p><p>Our \"P/E interpretation\" model (which counts the input of P/E multiples in the same period) also comes to a similar conclusion. Since an unprecedented lag in the second half of 2021, inflation has been a major factor in historical valuations<a href=\"https://laohu8.com/S/838275\">Driving force</a>, which \"explains\" the first stage of the current super bubble.</p><p>The question for GMO is, why didn't the surge in inflation in 2021 immediately have a bigger impact on the market P/E, a new player in the stock market who is unfamiliar with inflation? Excessive belief in the Fed's ability to support markets, and therefore blindly believe that inflation is temporary?</p><p>The next phase of the model is likely to be driven by lower margins. Our best estimate is that the P/E level in the model will drop to 15x, compared to just under 20x currently, and the actual P/E rise from 30x to 34x in mid-August may be due to a bear market rally. (Of course, if the model is indeed driven by recent margin declines, then both valuation and P/E will fall. As you can see, that means much lower than we suggest!)</p><p><img src=\"https://static.tigerbbs.com/4e2a652a9890cfdb1db54310d06bf993\" tg-width=\"720\" tg-height=\"452\" referrerpolicy=\"no-referrer\"/></p><p>My previous reports, \"The Last Song-Asset Allocation Dilemma at the End of the Big Bubble\" and \"Beginning the Wild Hustle-The Feast of American Asset Bubbles\" put forward a simple point: in the three near-perfect markets in the United States, investors behave crazily, with 2.5 standard deviations from the mean followed by a 50% plunge. These reports say nothing about fundamentals other than expectations of some deterioration. Now that we have gone through the first phase of the bubble burst and the big rally of the bear market, we find that the fundamentals are far worse than expected.</p><p>Now, the world is watching the impact of wartime issues such as inflation, interest rates and energy shortages on economic growth. In addition, there are some hidden \"near worries\". At the same time, long-term problems such as population, resources and climate are only getting worse, and now they are even getting worse in the short term.</p><p><b>Near worry</b></p><p><ul><li>The food/energy/fertilizer crisis exacerbated by the Russia-Ukraine conflict has a more serious impact on emerging economies (especially Africa) than Europe's energy problems. Russia and Belarus account for 40% of global potash exports, a key fertilizer that drove wheat/corn/soybean prices to records earlier this year. Rising food and energy prices are causing serious trade imbalances and civil strife in the most vulnerable countries. For example, Sri Lanka's economy collapsed extremely rapidly, and energy shocks are now almost certain to plunge Europe into recession; While the U.S. market has long ignored foreign issues and mutual influences, global growth is bound to decline.</li><li>The weakness in housing is reflected across the globe. For example, the number of new housing starts in the United States is now rapidly falling below average, which is perhaps understandable given that higher mortgage rates have caused housing affordability to hit record highs. In countries where mortgages typically have floating rates, things look even worse. Historically, real estate has been the most important asset class for stabilizing the economy.</li><li>With the withdrawal of COVID-19 pandemic stimulus measures by governments in the United States and around the world, it is now undergoing the worst fiscal austerity in history. Historically, there has been a close relationship between fiscal tightening and lower profit margins. At the same time, the new U.S. excise tax on stock buybacks seems to indicate that the U.S. government is beginning to change its stance on the \"eternal battle between labor and capital\" (which capital has been winning for decades), which may even trigger new antitrust actions, which is good news for consumers but bad news for stock investors.</li></ul><img src=\"https://static.tigerbbs.com/8321bdd595400f4f435aaf4f8928d874\" tg-width=\"720\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p><b>Foresight</b></p><p><ul><li>Population: Labor shortages are beginning in developed countries and will continue to be in an uncertain future. Declining birth rates coupled with rapid aging will drag down growth and drive inflation.</li><li>Resources: Many metals, particularly those needed for decarbonisation, are inevitably caught in a supply crunch, lacking sufficient reserves-currently only 5-20% of demand-and having very low capital expenditures. It simply cannot be calculated, which clearly shows that our survival under any barely satisfactory conditions will depend on our success in replacement, recycling and new technologies. The second critical resource shortage is fertilizer. Potash and phosphate are currently mined and necessary for all life: a) limited; b) Extremely unevenly distributed: Morocco controls 75% of the world's high-quality phosphate, and Russia and Belarus mine 45% of potash.</li><li>Food: With soil degradation and erosion, scarcity of fresh water and growing pest resistance, food productivity is slowing despite population growth in Africa outpacing the slowdown elsewhere, with the United Nations Global Food Index recently hitting a record high.</li><li>Climate change is out of control, and India, Europe and North America have never experienced severe droughts, dangerous heat and fires at the same time. This has been severe enough to drag down global GDP: the Rhine River was closed due to drought, affecting nearly 20% of Germany's heavy transport; French nuclear power plants had to reduce production, and the river water was too hot to be used for cooling; Hydropower in Canada, Norway, India and elsewhere has also been reduced by low water levels; Rising temperatures in parts of India, Asia and Africa are suddenly high enough to cause health problems for those without air conditioning and outdoor jobs, especially farmers. The effects of harsh agricultural climate are increasing global costs and may shake more poor countries in the near future. It's all happening far faster than anyone would have expected 10 years ago.</li></ul>All of this to illustrate: these negative issues that have been in my mind (and hopefully yours) for years-climate, fertility, food and other resources-are now becoming \"near worries\" affecting inflation (rising) and growth (falling). In fact, overall, this poses a potential risk to the long-term viability of humans.</p><p><b>Get ready for'epic 'destruction</b></p><p>Taking history as a guide, if the super bubble consisted of multiple asset bubble crises, the economic outlook after the bubble burst would be much worse. For example, the double bubble of stock market + housing market, the Japanese bubble in 1989 or the global bubble in 2006; Or, inflation and interest rate shocks + stock market bubbles, as happened in the United States and elsewhere in 1973.</p><p>The current super bubble is an unprecedented combination of multiple bubble crises, and the three major asset classes-housing, stocks and bonds-were all significantly overvalued at the end of last year. Now, we're seeing the inflation surge and interest rate shocks of the early 1970s. To make matters worse, commodity and energy prices have risen (as painfully as in 1972 and 2007), and these commodity shocks often cast a shadow over long-term economic growth.</p><p>Considering all these negatives, it's not surprising that consumer and business confidence indices have fallen to record lows. In tech, the cutting edge of the US (and global) economy, hiring is slowing, layoffs are increasing, and CEOs are bracing for a recession.</p><p>More recently, we've seen a bear market rally, which so far has performed perfectly in line with its three precedents, the bear market rally in the middle of a super-bubble burst. If the bear market has ended, the super bubble that will usher in will burst completely, which is inevitable.</p><p>Every cycle is different, and every government's response is unpredictable, but these epic super-bubble bursts all seem to be following the same trajectory, playing out according to the established script, pausing between a bear market rally and a total rout. If history repeats itself, it will lead to tragedy again. We can only pray that the economic impact this time will be smaller than expected.</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>Value investing guru warns in a long article: The bursting of the \"super bubble\" in US stocks is about to take place</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\">\nValue investing guru warns in a long article: The bursting of the \"super bubble\" in US stocks is about to take place\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\">2022-09-02 07:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The \"super bubble\" will inevitably escape the fate of value return. The higher it rises, the longer and worse it will eventually fall.</p><p>On August 31, Jeremy Grantham, a well-known value investing guru and co-founder and chief strategist of asset management company GMO, published an article \"Entering the Superbubble's final Act\".<b>Warning that the bursting of the \"super bubble\" in the US stock market is about to enter the final stage, and prepare for the \"epic\" ending.</b></p><p>Now Grantham once again blew the whistle to the world, bluntly saying that the \"super bubble\" will eventually return to value. He successfully predicted the Japanese stock market crash in 1989, the dot-com stock bubble crash in 2000 and the subprime mortgage crisis in 2008.</p><p>Since U.S. stocks got rid of the decline in the first half of the year, Wall Street has been debating endlessly about whether it is a bear market rebound or a bull market. Grantham believes that,<b>The statement that U.S. stocks are ushering in a bull market is simply nonsense. The summer rebound is in line with the stage of bear market rebound in the \"super bubble\", and the next step will be the complete bursting of the bubble.</b></p><p>Grantham pointed out that the current super bubble is an unprecedented combination of multiple bubble crises, and the three major asset classes-housing, stocks and bonds-were all severely overvalued at the end of last year. Now, there's the inflation spike and interest rate shock of the early 1970s. To make matters worse, commodity and energy prices have risen, and these commodity shocks often cast a shadow over long-term economic growth.</p><p><b>The super bubble in the stock markets of all developed countries will inevitably escape the fate of value return.</b>Therefore, the higher the price and the longer the mean reversion, the greater the loss.</p><p><b>The following is a translation of the original article:</b></p><p><b>Summary:</b></p><p>In the investment career of market participants, only a few market events play an important role, and the most important one is the \"super bubble\". \"Super bubbles\" are different from other market events. There are only a few super bubbles for reference in history, and they have a series of distinctive common characteristics.</p><p>One of the typical features is a bear market rally, which often occurs after the initial big drop, but is accompanied by the bursting of a \"super bubble\" before the economy begins to deteriorate significantly. Judging from the first three \"super bubbles\" in a hundred years, the rebound usually rose by more than half, attracting uncautious investors back, followed by another plunge (more severe than the initial one), and the overall economy began to weaken. The rebound in U.S. stocks this summer fits perfectly into this pattern.</p><p>Since the beginning of this year, although high inflation has been eroding valuations, U.S. stocks are still \"quite expensive\", and it is worth mentioning that this erosion rate is slower than before. However, now that the fundamentals of the U.S. economy have begun to deteriorate sharply at a surprising rate, various negative factors such as the Russia-Ukraine conflict, the food and energy crisis, and record fiscal tightening coexist, the outlook for U.S. stocks is more severe than in the first half of the year. In the long run, widespread and persistent food and resource shortages pose a threat, and accelerated climate damage makes it worse.</p><p>The current super bubble is characterized by the simultaneous existence of bubble crises in multiple asset categories. The bond market, housing market and stock market are all seriously overvalued and are rapidly losing their upward momentum. The commodity shock persists and the \"hawk\" of the Federal Reserve is raging. Each cycle is different and unique-but every similar phenomenon in history shows that the worst is yet to come.</p><p><b>Body:</b></p><p><b>A really critical period for investors</b></p><p>Most of the time (around 85%), the market is running orderly and performing normally. During these periods, investors (investment managers, clients and individuals) are more rational and satisfied.</p><p>But alas, these periods don't really matter, the other 15% of the time is what matters, and investors get carried away and become irrational.</p><p>Among them, in most cases (about 12% of the time), this irrationality is overly optimistic, such as the short squeeze and IPO frenzy of Meme stocks in the past two years;</p><p>In a few cases (about 3% of the time), as at present and in the future, investors engage in panic selling regardless of value. For example, the S&P index fell to 666 in 2009, and the P/E of many stocks in 1974 was as low as 2.5 times.</p><p>These moments of excitement and panic are the most important for investment portfolios and the most dangerous for investors' careers. (Chapter 12 of Keynes's General Theory famously states that dancing with bubbles is the safest strategy for investment managers when they come. After all, their priority is to make a lot of money in a bull market. Almost everyone reasonably adopts this strategy.)</p><p>15% of moments are different from average bull and bear markets, and averaging average bull and bear markets with a handful of outliers can affect the data and produce misleading signals. I strongly recommend that \"super bubbles\"-asset prices deviate from the mean by 2.5 to 3 standard deviations-be regarded as special collective extremes, when investor behavior changes in stages.</p><p>After a long period of economic boom and bullish stock market, when the financial and economic system looks near-perfect (especially with low inflation and high profit margins) and regulators are \"friendly\" (especially relaxing cheap and leveraged regulations), there will be a flashpoint, just like thousands of flying ants attacking at the same time on a summer evening.</p><p>Fortunately, there are examples of such incidents. No matter how value is defined, you can always see a surge of arrogance, speculation and unrealistic fanaticism. The ending of this rare \"super bubble\" (there are only three super bubbles in modern America) is different: the discussion about conservative stocks and speculative stocks is very divergent; A bear market rally discussed later; The rapid outbreak of economic recession (so far, three super bubbles have led to three recessions, one of which is a slight recession-the US technology stock bubble in 2000, and the other two were severe recessions caused by the US stock market bubble in 1929 and the US blue-chip bubble in 1972); Finally, the likelihood of further unexpected financial and economic crises has greatly increased.</p><p>We are in such a period-a real \"super bubble\" has been brewing for a long time. In the end, the super bubbles in the stock markets of all developed countries, as well as bubbles where asset prices deviate from the mean by more than 2 standard deviations, will inevitably escape the fate of value return. Therefore, the higher the price, the longer the mean reversion is, and the worse it will fall.</p><p><b>Different Stages of Super Bubbles</b></p><p>In my opinion, the bursting of a super bubble needs to go through multiple stages. First, foam formation; Secondly, the bubble contracted to some extent, just like in the first half of this year, when some problems in the economic or political environment made investors realize that perfection wouldn't last forever after all, and valuations went half a step backwards. Then there's the bubble inflation-the bear market rally we just saw. Finally, the bubble burst completely, economic fundamentals deteriorated, and the market fell to all-time lows.</p><p>Let's get back to where we are today, a bear market rally in a super bubble is easier and faster than any other rally. Most investors feel that this stock was sold at $100 six months ago, so it must be cheap to buy it at $50, $60 or $70 now.</p><p>In a bull market, creating a new high is slow and nervous, because investors realize that no one has bought the stock at this price before, and the stock price movement is usually four steps up and three steps down, carefully going up to unattainable highs. The opposite is true of a bear market rally. A stock has been sold at $100 before and may be sold at $100 again later.</p><p>From historical experience, the speed and scale of bear market rallies prove this.</p><p><ol><li>From the lows of November 1929 to the highs of April 1930, the stock market rebounded 46%-the rebound recovered 55% of the losses from the highs at that time.</li><li>In 1973, the S&P 500 rose 59% from its low point in the summer rally after its first decline.</li><li>In 2000, the Nasdaq rebounded 60% in just two months.</li><li>In 2022, at its intraday high on August 16, the S&P rebounded 58% from its June low. So, so far, what is being experienced now is very similar to other super bubbles in history.</li></ol><b>The economy is starting to fall apart</b></p><p>Economic data inevitably lags behind the turning point of the economic cycle. What's bad is that data such as corporate profits and employment deteriorated when the stock market bubbles burst in 2000 and 2007. And it is during the beginning of the turning point to the fundamental rout that a bear market rally usually occurs.</p><p>Why do epic super bubbles always come with major economic crises? Maybe it's because it happens after a long period of accumulation of market and economic forces-and finally optimism is high. At its peak, the economy always looks near perfect: full employment, strong GDP, no inflation, record profit margins. This was true of 1929, 1972, 1999 and the Japanese housing bubble. Typical economic cycles and fundamentals are close to perfection for the time being, and economic and financial data has only one way to go.</p><p>Our \"P/E interpretation\" model (which counts the input of P/E multiples in the same period) also comes to a similar conclusion. Since an unprecedented lag in the second half of 2021, inflation has been a major factor in historical valuations<a href=\"https://laohu8.com/S/838275\">Driving force</a>, which \"explains\" the first stage of the current super bubble.</p><p>The question for GMO is, why didn't the surge in inflation in 2021 immediately have a bigger impact on the market P/E, a new player in the stock market who is unfamiliar with inflation? Excessive belief in the Fed's ability to support markets, and therefore blindly believe that inflation is temporary?</p><p>The next phase of the model is likely to be driven by lower margins. Our best estimate is that the P/E level in the model will drop to 15x, compared to just under 20x currently, and the actual P/E rise from 30x to 34x in mid-August may be due to a bear market rally. (Of course, if the model is indeed driven by recent margin declines, then both valuation and P/E will fall. As you can see, that means much lower than we suggest!)</p><p><img src=\"https://static.tigerbbs.com/4e2a652a9890cfdb1db54310d06bf993\" tg-width=\"720\" tg-height=\"452\" referrerpolicy=\"no-referrer\"/></p><p>My previous reports, \"The Last Song-Asset Allocation Dilemma at the End of the Big Bubble\" and \"Beginning the Wild Hustle-The Feast of American Asset Bubbles\" put forward a simple point: in the three near-perfect markets in the United States, investors behave crazily, with 2.5 standard deviations from the mean followed by a 50% plunge. These reports say nothing about fundamentals other than expectations of some deterioration. Now that we have gone through the first phase of the bubble burst and the big rally of the bear market, we find that the fundamentals are far worse than expected.</p><p>Now, the world is watching the impact of wartime issues such as inflation, interest rates and energy shortages on economic growth. In addition, there are some hidden \"near worries\". At the same time, long-term problems such as population, resources and climate are only getting worse, and now they are even getting worse in the short term.</p><p><b>Near worry</b></p><p><ul><li>The food/energy/fertilizer crisis exacerbated by the Russia-Ukraine conflict has a more serious impact on emerging economies (especially Africa) than Europe's energy problems. Russia and Belarus account for 40% of global potash exports, a key fertilizer that drove wheat/corn/soybean prices to records earlier this year. Rising food and energy prices are causing serious trade imbalances and civil strife in the most vulnerable countries. For example, Sri Lanka's economy collapsed extremely rapidly, and energy shocks are now almost certain to plunge Europe into recession; While the U.S. market has long ignored foreign issues and mutual influences, global growth is bound to decline.</li><li>The weakness in housing is reflected across the globe. For example, the number of new housing starts in the United States is now rapidly falling below average, which is perhaps understandable given that higher mortgage rates have caused housing affordability to hit record highs. In countries where mortgages typically have floating rates, things look even worse. Historically, real estate has been the most important asset class for stabilizing the economy.</li><li>With the withdrawal of COVID-19 pandemic stimulus measures by governments in the United States and around the world, it is now undergoing the worst fiscal austerity in history. Historically, there has been a close relationship between fiscal tightening and lower profit margins. At the same time, the new U.S. excise tax on stock buybacks seems to indicate that the U.S. government is beginning to change its stance on the \"eternal battle between labor and capital\" (which capital has been winning for decades), which may even trigger new antitrust actions, which is good news for consumers but bad news for stock investors.</li></ul><img src=\"https://static.tigerbbs.com/8321bdd595400f4f435aaf4f8928d874\" tg-width=\"720\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p><b>Foresight</b></p><p><ul><li>Population: Labor shortages are beginning in developed countries and will continue to be in an uncertain future. Declining birth rates coupled with rapid aging will drag down growth and drive inflation.</li><li>Resources: Many metals, particularly those needed for decarbonisation, are inevitably caught in a supply crunch, lacking sufficient reserves-currently only 5-20% of demand-and having very low capital expenditures. It simply cannot be calculated, which clearly shows that our survival under any barely satisfactory conditions will depend on our success in replacement, recycling and new technologies. The second critical resource shortage is fertilizer. Potash and phosphate are currently mined and necessary for all life: a) limited; b) Extremely unevenly distributed: Morocco controls 75% of the world's high-quality phosphate, and Russia and Belarus mine 45% of potash.</li><li>Food: With soil degradation and erosion, scarcity of fresh water and growing pest resistance, food productivity is slowing despite population growth in Africa outpacing the slowdown elsewhere, with the United Nations Global Food Index recently hitting a record high.</li><li>Climate change is out of control, and India, Europe and North America have never experienced severe droughts, dangerous heat and fires at the same time. This has been severe enough to drag down global GDP: the Rhine River was closed due to drought, affecting nearly 20% of Germany's heavy transport; French nuclear power plants had to reduce production, and the river water was too hot to be used for cooling; Hydropower in Canada, Norway, India and elsewhere has also been reduced by low water levels; Rising temperatures in parts of India, Asia and Africa are suddenly high enough to cause health problems for those without air conditioning and outdoor jobs, especially farmers. The effects of harsh agricultural climate are increasing global costs and may shake more poor countries in the near future. It's all happening far faster than anyone would have expected 10 years ago.</li></ul>All of this to illustrate: these negative issues that have been in my mind (and hopefully yours) for years-climate, fertility, food and other resources-are now becoming \"near worries\" affecting inflation (rising) and growth (falling). In fact, overall, this poses a potential risk to the long-term viability of humans.</p><p><b>Get ready for'epic 'destruction</b></p><p>Taking history as a guide, if the super bubble consisted of multiple asset bubble crises, the economic outlook after the bubble burst would be much worse. For example, the double bubble of stock market + housing market, the Japanese bubble in 1989 or the global bubble in 2006; Or, inflation and interest rate shocks + stock market bubbles, as happened in the United States and elsewhere in 1973.</p><p>The current super bubble is an unprecedented combination of multiple bubble crises, and the three major asset classes-housing, stocks and bonds-were all significantly overvalued at the end of last year. Now, we're seeing the inflation surge and interest rate shocks of the early 1970s. To make matters worse, commodity and energy prices have risen (as painfully as in 1972 and 2007), and these commodity shocks often cast a shadow over long-term economic growth.</p><p>Considering all these negatives, it's not surprising that consumer and business confidence indices have fallen to record lows. In tech, the cutting edge of the US (and global) economy, hiring is slowing, layoffs are increasing, and CEOs are bracing for a recession.</p><p>More recently, we've seen a bear market rally, which so far has performed perfectly in line with its three precedents, the bear market rally in the middle of a super-bubble burst. If the bear market has ended, the super bubble that will usher in will burst completely, which is inevitable.</p><p>Every cycle is different, and every government's response is unpredictable, but these epic super-bubble bursts all seem to be following the same trajectory, playing out according to the established script, pausing between a bear market rally and a total rout. If history repeats itself, it will lead to tragedy again. We can only pray that the economic impact this time will be smaller than expected.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3669290\">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/d85cc11646c7e42bdd06bff7623956c9","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3669290","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264297886","content_text":"“超级泡沫”将难逃价值回归的宿命，涨得越高，最后也就跌得更久、更惨。8月31日，著名价值投资大师、资管公司GMO联合创始人兼首席策略师杰里米·格兰瑟姆（Jeremy Grantham）发表了文章《Entering the Superbubble’s final Act》，警告美股“超级泡沫”破灭即将进入最终阶段，要为“史诗级”结局做好准备。如今Grantham再次向世人吹响哨声，直言“超级泡沫”终将价值回归，他曾成功预言了日本1989年股市崩盘、2000年网络股泡沫崩盘与2008年次贷危机。自美股摆脱上半年的颓势以来，华尔街关于“究竟是熊市反弹还是迎来牛市”争论不休，Grantham认为，美股迎来牛市这一说法简直是胡扯，夏季反弹符合“超级泡沫”中熊市反弹的阶段，而下一步将迎来泡沫的彻底破灭。Grantham指出，当下的超级泡沫是前所未有的多重泡沫危机组合，三大资产类别——住房、股票和债券在去年年底都被严重高估。现在，出现了20世纪70年代初的通胀飙升和利率冲击。更糟糕的是，大宗商品和能源价格上涨，而这些大宗商品冲击往往给长期经济增长笼罩上一层阴影。而所有发达国家股市的超级泡沫将难逃价值回归的命运。因此，价格越高，均值回归旷日弥久，损失就越惨重。以下是文章原文翻译：摘要：在市场参与者的投资生涯中，只有少数市场事件举足轻重，其中极为重要的就是“超级泡沫”。“超级泡沫”不同于其他市场事件，历史上只有为数不多的几次超级泡沫可供参考，其具备一系列鲜明的共同特征。其中一个典型特征是熊市反弹，往往发生在最初的大跌之后，但在经济开始明显恶化之前，伴随着“超级泡沫”的破灭。从百年来的前三次“超级泡沫”来看，反弹通常上涨一半以上，吸引不谨慎的投资者归来，之后是再一次暴跌（比最初的更严重），整体经济也开始走弱。今年夏天的美股反弹完全符合这一模式。今年以来，尽管高通胀一直在侵蚀估值，但美股仍然“相当昂贵”，值得一提的是本次侵蚀速度要比以往更慢。然而，现在美国经济基本面开始以令人惊讶的速度急剧恶化，俄乌冲突、粮食和能源危机、创纪录的财政紧缩等多种利空因素并存，美股前景比上半年更为严峻。从长期来看，广泛而持久的粮食和资源短缺带来威胁，而气候破坏加快更是令其雪上加霜。当前的超级泡沫的特征是多种资产大类同时存在泡沫危机，债市、房市和股市皆被严重高估，正迅速失去上涨动能，大宗商品冲击持续存在和美联储“鹰”声肆起。每一个周期都是不同和独特的——但每一个历史类似现象都表明了，最糟糕的时刻尚未到来。正文：对投资者来说，真正的关键时期大多数时候（85%左右），市场有序运转，表现正常。在这些时期，投资者（投资经理、客户和个人）都较为理性，感到满意。但是，唉，这些时期并不是真的要紧，另外15%的时间才是最重要的，投资者会被冲昏头脑，变得不理性。其中，大部分情况下（约12%的时间），这种非理性是过度乐观，比如过去两年中的Meme股逼空潮和IPO狂潮；少数情况（约3%的时间），正如目前和将来，投资者们不管价值如何，进行恐慌性抛售。例如，2009年标普指数跌至666点，1974年许多股票的市盈率低至2.5倍。这些兴奋和恐慌时刻对投资组合来说最为重要，于投资者的职业生涯最为危险。（凯恩斯《通论》著名的第12章指出，当泡沫来临时，与泡沫共舞是投资经理者最安全的策略，毕竟，他们的要务是在一个牛市中赚大钱。几乎每个人都合理地采用了这一策略。）15%的时刻不同于普通牛市和熊市，将普通牛市和熊市与少数异常值进行平均，会影响数据并产生误导信号。我强烈建议将“超级泡沫”——资产价格偏离均值2.5到3个标准差——视为特殊的集体极端现象，此时的投资者行为发生了阶段性变化。在经历了长期经济繁荣和股市长牛之后，当金融和经济系统看起来近乎完美（特别是在低通胀和高利润率的情况下），监管机构“态度友好”（特别是放松廉价加杠杆的监管）时，就会出现一个爆发点，就像夏天的傍晚，成千上万只飞蚁同时袭来。幸运的是，此类的事件有可供参考的例子，不管价值被如何定义，总可以看到自大、投机和不切实际的狂热现象激增。这种罕见的“超级泡沫”（美国现代只有三个超级泡沫）的结局不尽相同：关于保守型股票和投机型股票的讨论得分歧很多的；稍后讨论的熊市反弹；经济衰退的快速爆发（迄今为止，三次超级泡沫导致三次衰退，其中一次为轻微衰退——2000年美股科技股泡沫，另外2次为1929年美国股市泡沫和1972年美股蓝筹泡沫造成严重衰退）；最后，进一步发生意外金融和经济危机的可能性大大增加。我们正处在这样一个时期——一个真正的“超级泡沫”酝酿已久。最终，所有发达国家股市的超级泡沫，以及资产价格偏离均值2个标准差以上的泡沫，将难逃价值回归的命运。因此，价格越高，均值回归旷日弥久，跌得就越惨。超级泡沫的不同阶段我认为，超级泡沫的破灭需要经历多个阶段。首先，泡沫形成；其次，泡沫出现一定程度收缩，就像今年上半年一样，当时经济或政治环境中的一些问题让投资者意识到，完美终究不会永远持续下去，估值也倒退半步。然后是泡沫膨胀——我们刚刚看到的熊市反弹。最后一点，泡沫彻底破灭，经济基本面恶化，市场跌至历史低点。让我们回到我们今天所处的位置，超级泡沫中的熊市反弹比任何其他反弹都更容易、更快。大部分投资者觉得，这只股票在6个月前的卖出价格是100美元，所以现在以50美元、60美元或70美元的价格买入，肯定很便宜。在牛市中，创造一个新的高点是缓慢而紧张的，因为投资者意识到以前从未有人以这个价格买进过这只股票，股价变动通常是向上四步，向下三步，小心翼翼地上探从未企及的高点。而熊市反弹的情况恰恰相反，一只股票之前曾以100美元的价格卖出，并且之后也可能再次以100美元卖出。从历史经验来看，熊市反弹的速度和规模证明了这一点。从1929年11月的低点到1930年4月的高点，股市反弹46%——较当时高点为基准，反弹收复了的55%损失。1973年，在标普500指数首次下跌后的夏季反弹中较低点上涨了59%。2000年，纳斯达克指数在短短两个月内反弹了60%。2022年，在8月16日的盘中高点，标普指数从6月低点反弹58%。因此，到目前为止，现在所经历的与历史其他超级泡沫非常相似。经济开始分崩离析经济数据不可避免地滞后于经济周期的转折点。糟糕的是，在2000年和2007年股市泡沫破灭之际，企业利润和就业等数据随之恶化。而正是在开始转折到基本面溃败期间，通常会出现熊市反弹。为什么史诗级超级泡沫总是伴随着重大经济危机？也许是因为其发生在市场和经济力量经过长时间的积累之后——最终乐观情绪高涨。在顶峰时期，经济总是看起来近乎完美：充分就业、强劲的GDP、没有通货膨胀、创纪录的利润率。1929年、1972年、1999年和日本房市泡沫都是如此。典型的经济周期和基本面暂时接近完美，经济和金融数据只有一条路可走。我们的“P/E解读”（统计同期市盈率倍数的投入）模型也得出类似的结论。在2021下半年出现了前所未有的滞后以来，通胀一直是历史估值的主要驱动力，这“解释”了当下超级泡沫的第一个阶段。GMO的问题是，为什么2021的通胀飙升没有立即对市场市盈率产生更大的冲击，是股市中不熟悉通胀的新参与者？过度相信美联储支持市场的能力，因此盲目相信通胀是暂时的？该模型的下一阶段可能会受到利润率下降的推动。我们最佳估计是，模型中的市盈率水平将下降到15倍，而目前略低于20倍，实际市盈率在8月中旬从30倍上升到34倍可能是由于熊市反弹。（当然，如果该模型确实是由近期利润率下降驱动的，那么估值和市盈率都会下降。正如你所看到的，这意味着比我们建议的要低得多！）我此前的报告《最后一曲——大泡沫尾声的资产配置困境》和《开始狂野的喧嚣——美国资产泡沫盛宴》提出了一个简单的观点：美国三个近乎完美的市场中，投资者行为疯狂，偏离均值2.5个标准差随之而来的是50%的暴跌。这些报告除了预期会出现一些恶化外，对基本面只字不提。现在，我们已经经历了泡沫破裂的第一阶段和熊市的大幅反弹，发现基本面远比预期糟糕。现在，全世界都在关注通胀、利率和能源短缺等战时问题对经济增长的影响。此外，还有一些隐藏之下的“近忧”。与此同时，人口、资源和气候等长期问题只会愈发严重，现在甚至在短期内也开始恶化。近忧俄乌冲突加剧的粮食/能源/肥料危机在新兴经济体带来的影响（特别是非洲）比欧洲能源问题更为严重。俄罗斯和白俄罗斯占全球钾肥出口比重的40%，钾肥是一种关键肥料，推动小麦/玉米/大豆价格在今年早些时候创下纪录。粮食和能源价格上涨正给最脆弱国家造成严重的贸易不平衡和内乱，例如，斯里兰卡经济极为迅速地崩溃，能源冲击现在几乎肯定会使欧洲陷入衰退；虽然美国市场长期以来忽视国外问题和相互影响，但全球增长肯定会下降。房地产疲软反映在全球各地，例如，美国新屋开工数现在迅速下降到平均水平之下，鉴于抵押贷款利率上升，造成住房负担能力创下了历史新高，这或许是无可厚非的。在抵押贷款通常采用浮动利率的国家，情况看起来更糟。历史上，房地产一直是稳定经济最重要的资产类别。随着美国和全球各国政府撤回新冠疫情刺激措施，现在正经历史上最严重的财政紧缩。从历史上看，财政紧缩与利润率下降之间存在着密切的关系。同时，美国对股票回购征收的新消费税似乎预示着美国政府正开始改变对“劳动力和资本之间永恒之战”的立场（资本几十年来一直在赢得这场战争），这甚至可能会引发新的反垄断行动，这对消费者来说是个好消息，但对股票投资者来说是坏消息。远虑人口：发达国家劳动力开始短缺，并将在不确定的未来持续短缺，人口出生率下降加上快速老龄化，将拖累增长，推动通货膨胀。资源：许多金属，特别是脱碳所需的金属，都不可避免地陷入供应紧缩，缺乏足够的储量——目前仅为需求的5-20%——而且资本支出非常低。它根本无法计算，这清楚地表明，我们在任何勉强令人满意的条件下的生存将取决于我们在替换、回收和新技术方面的成功。第二个关键资源短缺是肥料。钾盐和磷酸盐目前正在开采的，也是所有生命所必需的：a）有限；b）分布极不均匀：摩洛哥控制着世界上75%的优质磷酸盐，俄罗斯和白俄罗斯开采了45%的钾盐。粮食：随着土壤退化和侵蚀，淡水短缺，害虫抗性日益增强，尽管非洲人口增长超过了其他地区放缓程度，但粮食生产率正在放缓，联合国全球粮食指数最近创下历史新高。气候变化失控，印度、欧洲和北美从未同时遭遇过严重干旱、危险的高温和火灾。这已经严重到拖累全球GDP的程度：莱茵河因干旱而关闭，影响了德国近20%的重型交通运输；法国核电站不得不减少产量，河水温度过高，无法用于冷却；加拿大、挪威、印度和其他地方的水电也因低水位而减少；印度、亚洲和非洲部分地区不断上升的气温突然高到足以给那些没有空调和户外工作的人带来健康问题，尤其是农民。恶劣农业气候的影响正在增加全球成本，并可能在不久的将来动摇造成更多的贫穷国家。这一切发生的速度远远超过10年前任何人的预期。所有这一切都是为了说明：多年来一直在我脑海中（希望也是你的）的这些负面问题——气候、生育率、粮食和其他资源——现在正成为影响通胀（上升）和增长（下降）的“近忧”。事实上，总体而言，这对人类的长期生存能力构成了潜在风险。准备迎接“史诗级”毁灭以史为鉴，如果超级泡沫由多重资产泡沫危机组成，泡沫破灭后的经济前景会糟糕得多。比如，股市+房市双重泡沫，1989年的日本泡沫或2006年的全球泡沫；再或者，通胀和利率冲击+股市泡沫，就像1973年在美国和其他地方发生的那样。当下的超级泡沫是前所未有的多重泡沫危机组合，三大资产类别——住房、股票和债券在去年年底都被严重高估。现在，我们看到了20世纪70年代初的通胀飙升和利率冲击。更糟糕的是，大宗商品和能源价格上涨（正如1972年和2007年般痛苦），而这些大宗商品冲击往往给长期经济增长笼罩上一层阴影。考虑到所有这些负面因素，消费者和企业信心指数跌至历史低点也就不足为奇了。在美国（和全球）经济的前沿科技领域，招聘放缓，裁员增加，首席执行官们正为经济衰退做准备。最近，我们看到熊市反弹，迄今为止，它的表现完全符合其三个先例，即超级泡沫破灭中期的熊市反弹。如果熊市已经结束，将迎来的超级泡沫完全破裂，这是不可避免的。每个周期都不尽相同，每个政府的反应都不可预测的，但这几场史诗般超级泡沫破灭似乎都在按照相同的轨迹行进，按照既定的剧本上演，在熊市反弹和全面溃败之间暂停。如果历史重演，将再次酿成悲剧，我们只能祈祷这次的带来的经济影响比预计的更小。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077369877,"gmtCreate":1658455308299,"gmtModify":1676536162089,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 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take a step back and look at Xiaomi, I can say that I am impressed with the products that Xiaomi has built. If we are to examine carefully, can we really tell if there is any prominent figure behind Xiaomi like the way how we think about Tesla? When we look at Tesla, we link it to Elon Musk immediately. For Xiaomi, it is not so clearcut. Lei Jun is a humble and hardworking entrepreneur to me and someone that China really needs at this point of time. Lei Jun is known for being down to earth, not too flashy for the bad reasons and also show a willingness to work hard despite achieving financial freedom in his late 30s. What's more, Lei Jun is working on hard tech and not purely on platform co","listText":"We know that there are many famous co-founders of tech companies like Elon Musk, Jack Ma, etc. If we take a step back and look at Xiaomi, I can say that I am impressed with the products that Xiaomi has built. If we are to examine carefully, can we really tell if there is any prominent figure behind Xiaomi like the way how we think about Tesla? When we look at Tesla, we link it to Elon Musk immediately. For Xiaomi, it is not so clearcut. Lei Jun is a humble and hardworking entrepreneur to me and someone that China really needs at this point of time. Lei Jun is known for being down to earth, not too flashy for the bad reasons and also show a willingness to work hard despite achieving financial freedom in his late 30s. What's more, Lei Jun is working on hard tech and not purely on platform co","text":"We know that there are many famous co-founders of tech companies like Elon Musk, Jack Ma, etc. If we take a step back and look at Xiaomi, I can say that I am impressed with the products that Xiaomi has built. If we are to examine carefully, can we really tell if there is any prominent figure behind Xiaomi like the way how we think about Tesla? When we look at Tesla, we link it to Elon Musk immediately. For Xiaomi, it is not so clearcut. Lei Jun is a humble and hardworking entrepreneur to me and someone that China really needs at this point of time. Lei Jun is known for being down to earth, not too flashy for the bad reasons and also show a willingness to work hard despite achieving financial freedom in his late 30s. What's more, Lei Jun is working on hard tech and not purely on platform co","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985846830","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912097297,"gmtCreate":1664696638019,"gmtModify":1676537495805,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912097297","repostId":"668652998","repostType":1,"repost":{"id":668652998,"gmtCreate":1664691360000,"gmtModify":1676537495663,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107925732032840","idStr":"4107925732032840"},"themes":[],"title":"痛心！警方通報，8死21傷","htmlText":"來源：“延安高交大隊”微信公衆號10月2日，陝西延安交警發佈警情通報，全文如下：10月1日14時許，惠某斌（男，51歲，榆林市清澗縣人）駕駛榆林市長運集團清澗縣分公司所有的陝KA8803號宇通牌大型普通客車（核載：37人，實載：33人）由南向北行駛至西延高速公路66KM+200M處時，車輛發生側滑後側翻於一車道內，事故造成8人不幸遇難，21人受傷正在治療。事故原因正在進一步調查。發現初篩陽性，此地緊急宣佈：全市靜態管理，遊客在酒店就地靜默！尋人！這兩輛列車已有多人感染，含列車員、學生","listText":"來源：“延安高交大隊”微信公衆號10月2日，陝西延安交警發佈警情通報，全文如下：10月1日14時許，惠某斌（男，51歲，榆林市清澗縣人）駕駛榆林市長運集團清澗縣分公司所有的陝KA8803號宇通牌大型普通客車（核載：37人，實載：33人）由南向北行駛至西延高速公路66KM+200M處時，車輛發生側滑後側翻於一車道內，事故造成8人不幸遇難，21人受傷正在治療。事故原因正在進一步調查。發現初篩陽性，此地緊急宣佈：全市靜態管理，遊客在酒店就地靜默！尋人！這兩輛列車已有多人感染，含列車員、學生","text":"來源：“延安高交大隊”微信公衆號10月2日，陝西延安交警發佈警情通報，全文如下：10月1日14時許，惠某斌（男，51歲，榆林市清澗縣人）駕駛榆林市長運集團清澗縣分公司所有的陝KA8803號宇通牌大型普通客車（核載：37人，實載：33人）由南向北行駛至西延高速公路66KM+200M處時，車輛發生側滑後側翻於一車道內，事故造成8人不幸遇難，21人受傷正在治療。事故原因正在進一步調查。發現初篩陽性，此地緊急宣佈：全市靜態管理，遊客在酒店就地靜默！尋人！這兩輛列車已有多人感染，含列車員、學生","images":[{"img":"https://static.tigerbbs.com/8ae7245fd9e4489787d04f9853f3d65d","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/668652998","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936319936,"gmtCreate":1662703503825,"gmtModify":1676537123339,"author":{"id":"3558103634041715","authorId":"3558103634041715","name":"Ansome 413519","avatar":"https://community-static.tradeup.com/news/0a646f045566dfc5801020a2df0aad2c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558103634041715","idStr":"3558103634041715"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>[喷血]&nbsp;","listText":"<a href=\"https://ttm.financial/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>[喷血]&nbsp;","text":"$Asensus Surgical, Inc.(ASXC)$[喷血]","images":[{"img":"https://community-static.tradeup.com/news/ffbfe183a0278bb1e2a9c4c39a02ba98","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936319936","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}