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被幸福敲了门的人

被幸福敲了门的人

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被幸福敲了门的人

2022-08-19

$紫金矿业(02899)$😄

被幸福敲了门的人

2023-02-26

[得意] [得意]

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被幸福敲了门的人

2023-02-09

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被幸福敲了门的人

2023-02-07

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被幸福敲了门的人

2023-02-07

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Pre-market activity | US ChatGPT concept stocks surge! Faraday Future surges over 30%

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2023-01-26

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Full speech | Elon Musk announces Tesla's Nevada Gigafactory expansion plan

被幸福敲了门的人

2023-01-23

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Is the Federal Reserve slowing down? Several officials have expressed their support for a 25 basis point rate hike rate next month.

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2023-01-18

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被幸福敲了门的人

2023-01-12

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Is the US CPI released tonight, and is a turning point approaching? How long can the Federal Reserve remain stubborn?

被幸福敲了门的人

2023-01-09

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@期权小班长:特斯拉會跌到哪兒？一些大單線索(2)

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Surged 30%!","url":"https://stock-news.laohu8.com/highlight/detail?id=2338118035","media":"芯榜","summary":"【全世界都在疯抢AI芯片！英伟达发布财报后暴拉近30% 将创历史新高】英伟达一季度营收71.9亿美元，分析师预期65.2亿美元；预计第二季度营收110亿美元上下浮动2%，分析师预期71.8亿美元；一季","content":"<p><html><body><article>The whole world is scrambling for AI chips!<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>[Nvidia's first-quarter revenue surged nearly 30% after releasing its earnings report, poised to reach a record high] Nvidia's first-quarter revenue was $7.19 billion, compared to analysts' expectations of $6.52 billion; Second-quarter revenue is expected to be $11 billion, fluctuating around 2%, compared to analysts' expectations of $7.18 billion; After adjustment in the first quarter<span>Earnings per share</span>It was $1.09, compared to analysts' expectations of $0.92; First-quarter game revenue was $2.24 billion, compared to analysts' expectations of $1.98 billion; First-quarter data center revenue was $4.28 billion, compared to analysts' expectations of $3.91 billion. The gross profit margin for the first quarter was 66.8%, compared to analysts' expectations of 66.6%.<strong>Nvidia's stock price surged nearly 30% in after-hours trading.</strong>。</p><p><img src=\"https://inews.gtimg.com/om_bt/OlpopgnWayG4e3z9UgEMBcBtEoykGcgOJzsgcrlsGaYWgAA/0\"/>The company released its Q1 2024 financial report, with revenue of $7.19 billion, up 19% quarter-over-quarter, exceeding expectations (Bloomberg consensus forecast, the same below) by 10%. Data center revenue was $4.38 billion, exceeding expectations by 10%, gaming revenue was $2.24 billion, exceeding expectations by 13%, professional graphics revenue was $300 million, OEM revenue was $77 million, and autonomous driving revenue was $300 million. The company guided second-quarter revenue of $11 billion (+-2%), far exceeding the market consensus expectation ($7.2 billion).</p><p>The gross profit margin was 66.8%, basically in line with market consensus expectations, and the adjusted profit margin was 37.8%, exceeding market consensus expectations (34%).</p><p><img src=\"https://inews.gtimg.com/om_bt/OD8-iG8kVhAxBk0Sr3LMIqd73SW8sZBALgkpF5A6J4kyMAA/0\"/>The company stated that data centers in the trillion-dollar market will shift dramatically from general-purpose to AI applications, and enterprises are racing to apply generative AI to all products, services, and business processes. The company's H100, Grace CPU, Grace Hopper, NvLink, Quantum 400 Infiniband, and BlueField 3 DPUs are all in production, and the company will significantly increase supply to meet demand. Furthermore, production capacity supply is expected to continue to increase in the second half of the year compared to the first half.</p><p>The artificial intelligence (AI) boom has been stronger than Wall Street expected. Nvidia, a leader in AI underlying computing power and a chip giant, received support from AI chip-related businesses in the past quarter, with total revenue significantly higher than expected, and its revenue guidance for this quarter far exceeding market expectations.</p><p>Nvidia's stock price, which closed down about 0.5% after the earnings report was released, quickly recovered in after-hours trading on Wednesday.<span>Pull up</span>The after-hours gain subsequently exceeded 20%.</p><p>During its earnings call, Nvidia told analysts that numerous cloud companies are racing to deploy AI chips. Demand for graphics processing units (GPUs) terminals in personal computers (PCs) remained \"stable\" in the first quarter. The performance growth is coming from the data center business. The company has secured significant growth in data center chips and plans to substantially increase supply in the second half of the year.</p><p>During the earnings call, Nvidia's stock price rose further, reaching a record high above $390 at one point, with an after-hours increase of more than 28% and nearly 30%.</p><p>As a one-stop solution provider, NVIDIA offers GPUs that can help AI products train large amounts of text, images, and videos. It has mastered the \"lifeblood\" of supplying computing power in the AI large-scale model competition, thus becoming a big winner in this year's AI concept boom. By the close of trading on Wednesday, the stock price had more than doubled since the beginning of the year.</p><p>The year-on-year decline in revenue in the first quarter was almost half of market expectations and the decline in the fourth quarter.</p><p>After the US stock market closed on Wednesday, May 24, Eastern Time, Nvidia announced that in the first fiscal quarter of 2024 (hereinafter referred to as the first quarter), ending April 30, 2023,<span>Operating income</span>Although the double-digit year-on-year decline continued, the decline was far lower than market expectations and significantly easier than the decline in the previous quarter. Earnings per share (EPS) also slowed the decline significantly.</p><p>First-quarter revenue was $7.192 billion, exceeding the company's guidance range of $6.37 billion to $6.63 billion, a 13% year-over-year decrease compared to the first quarter of last year. Analysts expected a 21.5% year-over-year decrease to $6.52 billion, a 21% year-over-year decrease in the previous quarter, the fourth fiscal quarter.</p><p>Non-GAAP adjusted EPS for the first quarter was $1.09, down 20% year-over-year. Analysts expected a 32.4% year-over-year decline to $0.92, compared to a 33% year-over-year decline in the previous quarter.</p><p>The non-GAAP adjusted gross profit margin for the first quarter was 66.8%, in line with the company's guidance of 66.5% (fluctuating by 50 basis points), slightly higher than analysts' expectations of 66.6%, a decrease of 0.3 percentage points compared to the first quarter of last year, but an increase of 0.7 percentage points compared to the fourth quarter.</p><p>Data center business revenue, where AI chips are located, hit a record high, maintaining a year-on-year growth rate of over 10%.</p><p>By business segment, revenue from Nvidia's two core businesses—data centers and gaming—reached record highs, including revenue from data center businesses such as AI graphics cards. Although the gaming business continued to be hit by the economic downturn, with double-digit revenue declining, it significantly exceeded market expectations, and both data center revenue and data center revenue surged by double digits month-on-month.</p><p>Data center revenue in the first quarter was $4.28 billion, up 14% year-over-year and 18% quarter-over-quarter, about 9.5% higher than analysts' expectations of $3.91 billion, and up 11% year-over-year in the fourth quarter.</p><p>Game revenue in the first quarter was $2.24 billion, down 38% year-over-year but up 22% quarter-over-quarter, 13.1% higher than analysts' expectations of $1.98 billion, and down 46% year-over-year in the fourth quarter.</p><p>Nvidia stated that the surge in data center revenue was primarily due to growing demand for generative AI and large language models using GPUs based on the Hopper and Ampere architectures. The decline in the gaming business stemmed from weak demand caused by slowing macroeconomic growth and the normalization of channel inventory in the Dow Jones Industrial Average.<span>shipment</span>Decline.</p><p>In addition, Nvidia's professional visualization revenue in the first quarter fell 53% year-over-year to $295 million, exceeding analysts' expectations of $246.6 million and representing a 31% quarter-over-quarter increase. Nvidia believes that the year-on-year decline in this business reflects the impact of channel inventory reduction, and the quarter-on-quarter growth was driven by increased demand for desktop and mobile workstation GPUs.</p><p><img src=\"https://inews.gtimg.com/om_bt/Oppcvws8qtK3oWamt8w2mjpNipzOsPJzc5dtAxdl2voi0AA/0\"/>Second-quarter revenue guidance increased rather than decreased, with a surge of 33% year-on-year.</p><p>Regarding earnings guidance, Nvidia expects revenue of $11 billion in the second fiscal quarter of this fiscal year, a 2% fluctuation, which is equivalent to a guidance range of $10.78 billion to $11.22 billion. This means that the second quarter will reverse the trend of three consecutive quarters of year-on-year decline in revenue.</p><p>Based on $11 billion, Nvidia expects second-quarter revenue to grow by approximately 32.7% year-over-year, 53.2% higher than analysts' expectations. Analysts expect second-quarter revenue to be only $7.18 billion, a 13.4% year-over-year decrease.</p><p>Nvidia also expects its non-GAAP adjusted gross margin for the second quarter to be 70%, fluctuating by 50 basis points, or 69.5% to 70.5%, exceeding analysts' expectations of 66.9%. Second-quarter operating expenses are expected to be $1.9 billion, compared to analysts' expectations of $1.82 billion.</p><p>When releasing its earnings report, Nvidia CEO Jensen Huang mentioned the broad prospects for AI applications, saying that the computer industry is undergoing two transformations at the same time - accelerated computing and generative AI. Companies are racing to apply generative AI to various products, services and business processes, and trillions of dollars worth of installed data centers around the world will transform from general-purpose computing to accelerated computing.</p><p></article></body></html></p>","source":"tencent","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>Nvidia's epic earnings report! 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Surged 30%!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">芯榜</strong><span class=\"h-time small\">2023-05-25 23:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>The whole world is scrambling for AI chips!<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>[Nvidia's first-quarter revenue surged nearly 30% after releasing its earnings report, poised to reach a record high] Nvidia's first-quarter revenue was $7.19 billion, compared to analysts' expectations of $6.52 billion; Second-quarter revenue is expected to be $11 billion, fluctuating around 2%, compared to analysts' expectations of $7.18 billion; After adjustment in the first quarter<span>Earnings per share</span>It was $1.09, compared to analysts' expectations of $0.92; First-quarter game revenue was $2.24 billion, compared to analysts' expectations of $1.98 billion; First-quarter data center revenue was $4.28 billion, compared to analysts' expectations of $3.91 billion. The gross profit margin for the first quarter was 66.8%, compared to analysts' expectations of 66.6%.<strong>Nvidia's stock price surged nearly 30% in after-hours trading.</strong>。</p><p><img src=\"https://inews.gtimg.com/om_bt/OlpopgnWayG4e3z9UgEMBcBtEoykGcgOJzsgcrlsGaYWgAA/0\"/>The company released its Q1 2024 financial report, with revenue of $7.19 billion, up 19% quarter-over-quarter, exceeding expectations (Bloomberg consensus forecast, the same below) by 10%. Data center revenue was $4.38 billion, exceeding expectations by 10%, gaming revenue was $2.24 billion, exceeding expectations by 13%, professional graphics revenue was $300 million, OEM revenue was $77 million, and autonomous driving revenue was $300 million. The company guided second-quarter revenue of $11 billion (+-2%), far exceeding the market consensus expectation ($7.2 billion).</p><p>The gross profit margin was 66.8%, basically in line with market consensus expectations, and the adjusted profit margin was 37.8%, exceeding market consensus expectations (34%).</p><p><img src=\"https://inews.gtimg.com/om_bt/OD8-iG8kVhAxBk0Sr3LMIqd73SW8sZBALgkpF5A6J4kyMAA/0\"/>The company stated that data centers in the trillion-dollar market will shift dramatically from general-purpose to AI applications, and enterprises are racing to apply generative AI to all products, services, and business processes. The company's H100, Grace CPU, Grace Hopper, NvLink, Quantum 400 Infiniband, and BlueField 3 DPUs are all in production, and the company will significantly increase supply to meet demand. Furthermore, production capacity supply is expected to continue to increase in the second half of the year compared to the first half.</p><p>The artificial intelligence (AI) boom has been stronger than Wall Street expected. Nvidia, a leader in AI underlying computing power and a chip giant, received support from AI chip-related businesses in the past quarter, with total revenue significantly higher than expected, and its revenue guidance for this quarter far exceeding market expectations.</p><p>Nvidia's stock price, which closed down about 0.5% after the earnings report was released, quickly recovered in after-hours trading on Wednesday.<span>Pull up</span>The after-hours gain subsequently exceeded 20%.</p><p>During its earnings call, Nvidia told analysts that numerous cloud companies are racing to deploy AI chips. Demand for graphics processing units (GPUs) terminals in personal computers (PCs) remained \"stable\" in the first quarter. The performance growth is coming from the data center business. The company has secured significant growth in data center chips and plans to substantially increase supply in the second half of the year.</p><p>During the earnings call, Nvidia's stock price rose further, reaching a record high above $390 at one point, with an after-hours increase of more than 28% and nearly 30%.</p><p>As a one-stop solution provider, NVIDIA offers GPUs that can help AI products train large amounts of text, images, and videos. It has mastered the \"lifeblood\" of supplying computing power in the AI large-scale model competition, thus becoming a big winner in this year's AI concept boom. By the close of trading on Wednesday, the stock price had more than doubled since the beginning of the year.</p><p>The year-on-year decline in revenue in the first quarter was almost half of market expectations and the decline in the fourth quarter.</p><p>After the US stock market closed on Wednesday, May 24, Eastern Time, Nvidia announced that in the first fiscal quarter of 2024 (hereinafter referred to as the first quarter), ending April 30, 2023,<span>Operating income</span>Although the double-digit year-on-year decline continued, the decline was far lower than market expectations and significantly easier than the decline in the previous quarter. Earnings per share (EPS) also slowed the decline significantly.</p><p>First-quarter revenue was $7.192 billion, exceeding the company's guidance range of $6.37 billion to $6.63 billion, a 13% year-over-year decrease compared to the first quarter of last year. Analysts expected a 21.5% year-over-year decrease to $6.52 billion, a 21% year-over-year decrease in the previous quarter, the fourth fiscal quarter.</p><p>Non-GAAP adjusted EPS for the first quarter was $1.09, down 20% year-over-year. Analysts expected a 32.4% year-over-year decline to $0.92, compared to a 33% year-over-year decline in the previous quarter.</p><p>The non-GAAP adjusted gross profit margin for the first quarter was 66.8%, in line with the company's guidance of 66.5% (fluctuating by 50 basis points), slightly higher than analysts' expectations of 66.6%, a decrease of 0.3 percentage points compared to the first quarter of last year, but an increase of 0.7 percentage points compared to the fourth quarter.</p><p>Data center business revenue, where AI chips are located, hit a record high, maintaining a year-on-year growth rate of over 10%.</p><p>By business segment, revenue from Nvidia's two core businesses—data centers and gaming—reached record highs, including revenue from data center businesses such as AI graphics cards. Although the gaming business continued to be hit by the economic downturn, with double-digit revenue declining, it significantly exceeded market expectations, and both data center revenue and data center revenue surged by double digits month-on-month.</p><p>Data center revenue in the first quarter was $4.28 billion, up 14% year-over-year and 18% quarter-over-quarter, about 9.5% higher than analysts' expectations of $3.91 billion, and up 11% year-over-year in the fourth quarter.</p><p>Game revenue in the first quarter was $2.24 billion, down 38% year-over-year but up 22% quarter-over-quarter, 13.1% higher than analysts' expectations of $1.98 billion, and down 46% year-over-year in the fourth quarter.</p><p>Nvidia stated that the surge in data center revenue was primarily due to growing demand for generative AI and large language models using GPUs based on the Hopper and Ampere architectures. The decline in the gaming business stemmed from weak demand caused by slowing macroeconomic growth and the normalization of channel inventory in the Dow Jones Industrial Average.<span>shipment</span>Decline.</p><p>In addition, Nvidia's professional visualization revenue in the first quarter fell 53% year-over-year to $295 million, exceeding analysts' expectations of $246.6 million and representing a 31% quarter-over-quarter increase. Nvidia believes that the year-on-year decline in this business reflects the impact of channel inventory reduction, and the quarter-on-quarter growth was driven by increased demand for desktop and mobile workstation GPUs.</p><p><img src=\"https://inews.gtimg.com/om_bt/Oppcvws8qtK3oWamt8w2mjpNipzOsPJzc5dtAxdl2voi0AA/0\"/>Second-quarter revenue guidance increased rather than decreased, with a surge of 33% year-on-year.</p><p>Regarding earnings guidance, Nvidia expects revenue of $11 billion in the second fiscal quarter of this fiscal year, a 2% fluctuation, which is equivalent to a guidance range of $10.78 billion to $11.22 billion. This means that the second quarter will reverse the trend of three consecutive quarters of year-on-year decline in revenue.</p><p>Based on $11 billion, Nvidia expects second-quarter revenue to grow by approximately 32.7% year-over-year, 53.2% higher than analysts' expectations. Analysts expect second-quarter revenue to be only $7.18 billion, a 13.4% year-over-year decrease.</p><p>Nvidia also expects its non-GAAP adjusted gross margin for the second quarter to be 70%, fluctuating by 50 basis points, or 69.5% to 70.5%, exceeding analysts' expectations of 66.9%. Second-quarter operating expenses are expected to be $1.9 billion, compared to analysts' expectations of $1.82 billion.</p><p>When releasing its earnings report, Nvidia CEO Jensen Huang mentioned the broad prospects for AI applications, saying that the computer industry is undergoing two transformations at the same time - accelerated computing and generative AI. Companies are racing to apply generative AI to various products, services and business processes, and trillions of dollars worth of installed data centers around the world will transform from general-purpose computing to accelerated computing.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023052600014583d8400b&s=b\">芯榜</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023052600014583d8400b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2338118035","content_text":"【全世界都在疯抢AI芯片！英伟达发布财报后暴拉近30% 将创历史新高】英伟达一季度营收71.9亿美元，分析师预期65.2亿美元；预计第二季度营收110亿美元上下浮动2%，分析师预期71.8亿美元；一季度调整后每股收益为1.09美元，分析师预期0.92美元；一季度游戏营收22.4亿美元，分析师预期19.8亿美元；一季度数据中心营收42.8亿美元，分析师预期39.1亿美元。一季度毛利润率66.8%，分析师预期66.6%。英伟达股价盘后一度暴涨近30%。公司公布2024年一季度财报，收入71.9亿美元，环比上升19%，超预期（彭博一致预期，后同）10%，数据中心收入43.8亿美元，超预期10%，游戏收入22.4亿美元，超预期13%，专业图形收入3亿美元，OEM收入7700万美元，自动驾驶收入3亿美元。公司指引二季度收入110亿美元（+-2%），大超市场一致预期（72亿美元）。毛利率66.8%，和市场一致预期基本一致，调整后利润率37.8%，超市场一致预期（34%）。公司表示万亿美元市场的数据中心将从通用用途急剧的转向AI用途，并且企业正在竞赛将生成式AI应用到所有产品、服务和商业过程，公司的H100、Grace CPU、Grace Hopper、NvLink、Quantum 400 Infiniband、 BlueField 3 DPU均在生产，公司将大幅增加供给以满足需求。并且预期下半年产能供给比上半年继续提升。人工智能（AI）的热潮比华尔街预料的更给力，AI底层算力龙头、芯片巨头英伟达过去一个季度得到AI芯片相关业务支持，总收入明显高于预期，本季度的收入指引远高于市场预期。财报公布后，收跌约0.5%的英伟达股价在周三盘后迅速拉升，盘后涨幅此后超过20%。业绩电话会上，英伟达向分析师表示，众多云公司竞相部署AI芯片。个人电脑（PC）的图形处理单元（GPU）终端需求一季度“稳固”。业绩增长正来自数据中心业务。公司锁定了数据中心芯片的大幅增长，计划下半年大幅增加供应。业绩电话会期间，英伟达股价进一步上行，一度涨至390美元上方的历史最高水平，盘后涨幅超过28%、接近30%。作为一站式解决方案的提供商，英伟达提供可以帮助AI产品训练大量文本、图像和视频的GPU，在AI大模型竞赛中掌握着供应算力的“命门”，由此成为今年AI概念热潮中的一大赢家。截至本周三收盘，股价年初以来累涨一倍以上。一季度营收同比降幅几乎为市场预期和四季度降幅的一半美东时间5月24日周三美股盘后，英伟达公布，在截至公历2023年4月30日的2024财年第一财季（下称一季度），营业收入虽然继续两位数同比下降，但降幅远低于市场预期，较前一季度的降幅明显缓和，每股收益（EPS）也大幅放缓降幅：一季度营业收入为71.92亿美元，高于公司指引区间63.7亿到66.3亿美元，较去年一季度同比下降13%，分析师预计同比下降21.5%至65.2亿美元，前一季度、即第四财季同比下降21%。一季度非GAAP口径下调整后EPS为1.09美元，同比下降20%，分析师预期同比下降32.4%至0.92美元，前一季度同比下降33%。一季度非GAAP口径下调整后毛利率为66.8%，符合公司指引66.5%（上下浮动50个基点），略高于分析师预期的66.6%，同比去年一季度下降0.3个百分点，环比四季度升0.7个百分点。AI芯片所在的数据中心业务收入创历史新高 保持10%以上同比增速分业务看，英伟达的两大核心业务——数据中心和游戏的收入，包括AI显卡在内的数据中心业务收入创历史新高。游戏业务虽然继续受经济低迷打击，收入两位数下滑，但明显高于市场预期，和数据中心的收入都环比两位数猛增。一季度数据中心营收为42.8亿美元，同比增长14%，环比增长18%，较分析师预期的39.1亿美元高约9.5%， 四季度同比增长11% 。一季度游戏营收22.4亿美元，同比下降38%，环比增长22%，较分析师预期收入19.8亿美元高13.1%，四季度同比下降46%。英伟达称，数据中心收入激增主要是由于，对使用基于Hopper和Ampere 架构GPU的生成式AI和大语言模型的需求不断增长。游戏业务下滑源于，宏观经济增长放缓造成的需求疲软，以及渠道库存的正常化道指出货下降。此外，英伟达一季度的专业可视化业务收入同比下降53%至2.95亿美元，高于分析师预期的2.466亿美元，环比增长31%。英伟达认为，这块业务的同比下滑反映出渠道去库存影响，环比增长受到台式机和移动工作站GPU的需求增长推动。二季度营收指引不降反增 同比猛增33%业绩指引方面，英伟达预计，本财年第二财季、即二季度，营收为110亿美元，正负浮动2%，相当于指引范围在107.8亿到112.2亿美元之间。这意味着，二季度将扭转收入连续三个季度同比下滑的势头。以110亿美元计算，英伟达预期二季度营收将同比增长约32.7%，较分析师预期高53.2%。分析师预计二季度营收只有71.8亿美元，同比下降13.4%。英伟达还预计，二季度非GAAP口径下的调整后毛利率为70%、上下浮动50个基点，即69.5%至70.5%，高于分析师预期的66.9%；二季度的营业费用料将为19亿美元，分析师预期18.2亿美元。英伟达CEO黄仁勋在发布财报时提到了有关AI应用的广阔前景，称计算机行业正在同时经历两个转变——加速计算和生成式AI，企业竞相将生成式AI应用到各个产品、服务和业务流程中，全球万亿美元规模的已安装数据中心将从通用计算转变到加速计算。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":5132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":655989622,"gmtCreate":1685067357568,"gmtModify":1685067357568,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655989622","repostId":"655994967","repostType":1,"repost":{"id":655994967,"gmtCreate":1685024344759,"gmtModify":1685026022186,"author":{"id":"3526437230772528","authorId":"3526437230772528","name":"躺平指数","avatar":"https://static.tigerbbs.com/ddd29d75188f905efa27b51b9267f5ff","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3526437230772528","authorIdStr":"3526437230772528"},"themes":[],"title":"","htmlText":"其實市場上有一個共識，就是當下最適合的投資策略就是啞鈴式投資。 啞鈴，顧名思義，只買兩頭，當預期危機來臨時，需要穩固投資，但又必須拿出一部分資金去博取超高收益，因此這個兩頭就是一個超低風險+一個超高風險。 板塊輪動跟個電風扇似的輪了一波又一波，突然都停下了，也就是這兩天我們所看到的無差別下跌。但邏輯沒變，對應到我們的操作上，就是板塊輪動需要風投倉位，而低風險比如“中特估”需要穩固倉位。 關於穩固倉位和風投倉位，大家可以有自己的理解，這裏我說一下我自己的操作：目前，美股接連創短期新高，英偉達更是在一季報發佈後盤後直接來了24cm漲幅，今晚美股開盤，納指高開，半導體、AI概念普漲。而角落裏的中概股早已被外資打入冷宮，相當於ST了。 但我想說的是，中概股並非沒有機會，穩固和風投倉位可以分配在美股和中概之間，至於比例你們自己看着辦。當然港股A股也不是不可以。重要的是倉位配置是負相關的，且穩固倉位具有高度確定性的現金流。 以中概爲例，你必須選擇受益於當下經濟形勢和受損於當下經濟形勢的。這屬於子倉位內的資產配置。一正一負，正好抵消了一部分/大部分風險。 比如唯品會和阿里巴巴。唯品會這個標的盤子比較小，跟京東和阿里巴巴的差異性越發明顯，在中概中可以作爲穩固倉位存在，在大的配置框架作爲風投倉位存在。雖然風投倉位的意思是哪怕全部損失掉也接受，但唯品會屬於既低估又確定性高的那種（人也開始回購了何況）。 當然，也可以選擇一開始中特估和半導體/AI的組合，任意你認爲的組合，只要符合條件。<a target=\"_blank\" href=\"https://laohu8.com/S/VIPS\">$唯品會(VIPS)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$ </a>","listText":"其實市場上有一個共識，就是當下最適合的投資策略就是啞鈴式投資。 啞鈴，顧名思義，只買兩頭，當預期危機來臨時，需要穩固投資，但又必須拿出一部分資金去博取超高收益，因此這個兩頭就是一個超低風險+一個超高風險。 板塊輪動跟個電風扇似的輪了一波又一波，突然都停下了，也就是這兩天我們所看到的無差別下跌。但邏輯沒變，對應到我們的操作上，就是板塊輪動需要風投倉位，而低風險比如“中特估”需要穩固倉位。 關於穩固倉位和風投倉位，大家可以有自己的理解，這裏我說一下我自己的操作：目前，美股接連創短期新高，英偉達更是在一季報發佈後盤後直接來了24cm漲幅，今晚美股開盤，納指高開，半導體、AI概念普漲。而角落裏的中概股早已被外資打入冷宮，相當於ST了。 但我想說的是，中概股並非沒有機會，穩固和風投倉位可以分配在美股和中概之間，至於比例你們自己看着辦。當然港股A股也不是不可以。重要的是倉位配置是負相關的，且穩固倉位具有高度確定性的現金流。 以中概爲例，你必須選擇受益於當下經濟形勢和受損於當下經濟形勢的。這屬於子倉位內的資產配置。一正一負，正好抵消了一部分/大部分風險。 比如唯品會和阿里巴巴。唯品會這個標的盤子比較小，跟京東和阿里巴巴的差異性越發明顯，在中概中可以作爲穩固倉位存在，在大的配置框架作爲風投倉位存在。雖然風投倉位的意思是哪怕全部損失掉也接受，但唯品會屬於既低估又確定性高的那種（人也開始回購了何況）。 當然，也可以選擇一開始中特估和半導體/AI的組合，任意你認爲的組合，只要符合條件。<a target=\"_blank\" href=\"https://laohu8.com/S/VIPS\">$唯品會(VIPS)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$ </a>","text":"其實市場上有一個共識，就是當下最適合的投資策略就是啞鈴式投資。 啞鈴，顧名思義，只買兩頭，當預期危機來臨時，需要穩固投資，但又必須拿出一部分資金去博取超高收益，因此這個兩頭就是一個超低風險+一個超高風險。 板塊輪動跟個電風扇似的輪了一波又一波，突然都停下了，也就是這兩天我們所看到的無差別下跌。但邏輯沒變，對應到我們的操作上，就是板塊輪動需要風投倉位，而低風險比如“中特估”需要穩固倉位。 關於穩固倉位和風投倉位，大家可以有自己的理解，這裏我說一下我自己的操作：目前，美股接連創短期新高，英偉達更是在一季報發佈後盤後直接來了24cm漲幅，今晚美股開盤，納指高開，半導體、AI概念普漲。而角落裏的中概股早已被外資打入冷宮，相當於ST了。 但我想說的是，中概股並非沒有機會，穩固和風投倉位可以分配在美股和中概之間，至於比例你們自己看着辦。當然港股A股也不是不可以。重要的是倉位配置是負相關的，且穩固倉位具有高度確定性的現金流。 以中概爲例，你必須選擇受益於當下經濟形勢和受損於當下經濟形勢的。這屬於子倉位內的資產配置。一正一負，正好抵消了一部分/大部分風險。 比如唯品會和阿里巴巴。唯品會這個標的盤子比較小，跟京東和阿里巴巴的差異性越發明顯，在中概中可以作爲穩固倉位存在，在大的配置框架作爲風投倉位存在。雖然風投倉位的意思是哪怕全部損失掉也接受，但唯品會屬於既低估又確定性高的那種（人也開始回購了何況）。 當然，也可以選擇一開始中特估和半導體/AI的組合，任意你認爲的組合，只要符合條件。$唯品會(VIPS)$ $英偉達(NVDA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655994967","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":655989186,"gmtCreate":1685067324747,"gmtModify":1685067324747,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655989186","repostId":"2338148982","repostType":2,"repost":{"id":"2338148982","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1685049300,"share":"https://ttm.financial/m/news/2338148982?lang=en_US&edition=fundamental","pubTime":"2023-05-26 05:15","market":"hk","language":"en","title":"Nintendo Co. Ltd. ADR Outperforms Competitors Despite Losses On The Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2338148982","media":"Dow Jones","summary":"DJ Nintendo Co. Ltd. ADR Outperforms Competitors Despite Losses On The Day\n\n\n  This article was auto","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nDJ Nintendo Co. Ltd. ADR Outperforms Competitors Despite Losses On The Day\n</p>\n<p>\n  This article was automatically generated by MarketWatch using technology from Automated Insights. \n</p>\n<p>\n  The Nintendo Co. Ltd. ADR (7974.TO) dropped 0.47% to $10.52 Thursday, on what proved to be an all-around mixed trading session for the stock market, with the NASDAQ Composite Index  rising 1.71% to 12,698.09 and the Dow Jones Industrial Average  falling 0.11% to 32,764.65. \n</p>\n<p>\n  This was the ADR's third consecutive day of losses. \n</p>\n<p>\n  Nintendo Co. Ltd. ADR closed $0.88 short of its 52-week high ($11.40), which the company achieved on May 26th. \n</p>\n<p>\n  The ADR demonstrated a mixed performance when compared to some of its competitors Thursday, as Hasbro Inc. <a href=\"https://laohu8.com/S/HAS\">$(HAS)$</a> fell 1.32% to $59.72, Sega Sammy Holdings Inc. ADR (6460.TO) rose 0.61% to $4.93, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc. (TTWO) rose 0.66% to $136.73. \n</p>\n<p>\n  Trading volume (1.3 M) remained 120,210 below its 50-day average volume of 1.4 M. \n</p>\n<p>\n  Data source: Dow Jones Market Data, FactSet. Data compiled May 25, 2023. \n</p>\n<p>\n  This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 25, 2023 17:15 ET (21:15 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Nintendo Co. Ltd. ADR Outperforms Competitors Despite Losses On The Day</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\">\nNintendo Co. Ltd. ADR Outperforms Competitors Despite Losses On The Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-26 05:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nDJ Nintendo Co. Ltd. ADR Outperforms Competitors Despite Losses On The Day\n</p>\n<p>\n  This article was automatically generated by MarketWatch using technology from Automated Insights. \n</p>\n<p>\n  The Nintendo Co. Ltd. ADR (7974.TO) dropped 0.47% to $10.52 Thursday, on what proved to be an all-around mixed trading session for the stock market, with the NASDAQ Composite Index  rising 1.71% to 12,698.09 and the Dow Jones Industrial Average  falling 0.11% to 32,764.65. \n</p>\n<p>\n  This was the ADR's third consecutive day of losses. \n</p>\n<p>\n  Nintendo Co. Ltd. ADR closed $0.88 short of its 52-week high ($11.40), which the company achieved on May 26th. \n</p>\n<p>\n  The ADR demonstrated a mixed performance when compared to some of its competitors Thursday, as Hasbro Inc. <a href=\"https://laohu8.com/S/HAS\">$(HAS)$</a> fell 1.32% to $59.72, Sega Sammy Holdings Inc. ADR (6460.TO) rose 0.61% to $4.93, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc. (TTWO) rose 0.66% to $136.73. \n</p>\n<p>\n  Trading volume (1.3 M) remained 120,210 below its 50-day average volume of 1.4 M. \n</p>\n<p>\n  Data source: Dow Jones Market Data, FactSet. Data compiled May 25, 2023. \n</p>\n<p>\n  This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 25, 2023 17:15 ET (21:15 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4190":"消闲用品","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4524":"宅经济概念","BK7095":"多种金属与采矿","HAS.AU":"Hastings Rare Metals Ltd","BK4554":"元宇宙及AR概念","NTDOY":"任天堂","BK4085":"互动家庭娱乐","TTWO":"Take-Two Interactive Software","HAS":"孩之宝","BK4566":"资本集团"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338148982","content_text":"DJ Nintendo Co. Ltd. ADR Outperforms Competitors Despite Losses On The Day\n\n\n  This article was automatically generated by MarketWatch using technology from Automated Insights. \n\n\n  The Nintendo Co. Ltd. ADR (7974.TO) dropped 0.47% to $10.52 Thursday, on what proved to be an all-around mixed trading session for the stock market, with the NASDAQ Composite Index  rising 1.71% to 12,698.09 and the Dow Jones Industrial Average  falling 0.11% to 32,764.65. \n\n\n  This was the ADR's third consecutive day of losses. \n\n\n  Nintendo Co. Ltd. ADR closed $0.88 short of its 52-week high ($11.40), which the company achieved on May 26th. \n\n\n  The ADR demonstrated a mixed performance when compared to some of its competitors Thursday, as Hasbro Inc. $(HAS)$ fell 1.32% to $59.72, Sega Sammy Holdings Inc. ADR (6460.TO) rose 0.61% to $4.93, and Take-Two Interactive Software Inc. (TTWO) rose 0.66% to $136.73. \n\n\n  Trading volume (1.3 M) remained 120,210 below its 50-day average volume of 1.4 M. \n\n\n  Data source: Dow Jones Market Data, FactSet. Data compiled May 25, 2023. \n\n\n  This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 25, 2023 17:15 ET (21:15 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"HAS.AU":1,"NTDOY":1,"HAS":1,"TTWO":1}},"isVote":1,"tweetType":1,"viewCount":4171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":655989343,"gmtCreate":1685067279284,"gmtModify":1685067279284,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655989343","repostId":"2338119002","repostType":2,"repost":{"id":"2338119002","kind":"live","pubTimestamp":1685040533,"share":"https://ttm.financial/m/news/2338119002?lang=en_US&edition=fundamental","pubTime":"2023-05-26 02:48","market":"sh","language":"zh","title":"Gold companies are still keen on mergers and acquisitions while gold prices are at historic highs. On May 25, Shandong Gold announced that its holding subsidiary, Jinshun Mining, won the bid for Daqiao Gold for 866 million yuan.","url":"https://stock-news.laohu8.com/highlight/detail?id=2338119002","media":"华尔街见闻","summary":"在金价处于历史高位之际，黄金企业仍热衷于并购。5月25日，山东黄金公告称，公司控股子公司金舜矿业以8.66亿元竞得大桥金矿采矿权。紫金矿业首席行业研究员黄孚认为，全球黄金矿企的内生增长已经非常困难，对","content":"<p><html><body>Gold companies are still keen on mergers and acquisitions while gold prices are at historic highs. On May 25, Shandong Gold announced that its holding subsidiary, Jinshun Mining, had won the bid for the mining rights of the Daqiao Gold Mine for 866 million yuan. Huang Fu, chief industry researcher at Zijin Mining, believes that the organic growth of global gold mining companies is already very difficult, and external mergers and acquisitions precisely reflect the global gold giants' desire for production. \"Under the current circumstances, mergers and acquisitions among gold mining companies will become more frequent, and the overall strength of a company is closely related to its merger and anti-merger capabilities.\" Although gold prices are currently high, as exploration and development costs continue to rise, external mergers and acquisitions will be an inevitable option for gold giants to seek growth. In the future, mergers and acquisitions in the industry will continue, and high-quality gold mineral resources will continue to concentrate in leading companies. (Securities Daily)</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold companies are still keen on mergers and acquisitions while gold prices are at historic highs. On May 25, Shandong Gold announced that its holding subsidiary, Jinshun Mining, won the bid for Daqiao Gold for 866 million yuan.</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\">\nGold companies are still keen on mergers and acquisitions while gold prices are at historic highs. On May 25, Shandong Gold announced that its holding subsidiary, Jinshun Mining, won the bid for Daqiao Gold for 866 million yuan.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-26 02:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Gold companies are still keen on mergers and acquisitions while gold prices are at historic highs. On May 25, Shandong Gold announced that its holding subsidiary, Jinshun Mining, had won the bid for the mining rights of the Daqiao Gold Mine for 866 million yuan. Huang Fu, chief industry researcher at Zijin Mining, believes that the organic growth of global gold mining companies is already very difficult, and external mergers and acquisitions precisely reflect the global gold giants' desire for production. \"Under the current circumstances, mergers and acquisitions among gold mining companies will become more frequent, and the overall strength of a company is closely related to its merger and anti-merger capabilities.\" Although gold prices are currently high, as exploration and development costs continue to rise, external mergers and acquisitions will be an inevitable option for gold giants to seek growth. In the future, mergers and acquisitions in the industry will continue, and high-quality gold mineral resources will continue to concentrate in leading companies. (Securities Daily)</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/live/a-stock\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159831":"黄金","159934":"黄金ETF","518880":"黄金ETF华安","600547":"山东黄金","601899":"紫金矿业","BK0127":"黄金珠宝","GDX":"黄金矿业ETF-VanEck","02899":"紫金矿业","BK1505":"一带一路","BK1198":"黄金","LU0140636845.USD":"施罗德大中华区股票A Acc","BK0183":"MSCI概念","BK0188":"融资融券","IAU":"黄金信托ETF-iShares","BK0012":"证金概念","BK0077":"质押式回购","BK0009":"债转股","BK0015":"沪股通50","BK0187":"一线龙头","NUGT":"二倍做多黄金矿业指数ETF-Direxion","BK0028":"国家队","GLD":"黄金ETF-SPDR","01787":"山东黄金","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","DUST":"二倍做空黄金矿业指数ETF-Direxion","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK1592":"有色金属","BK0242":"有色金属","BK0070":"员工持股","BK1594":"碳中和概念股","BK0196":"行业龙头","BK1544":"黄金股"},"source_url":"https://wallstreetcn.com/live/a-stock","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2338119002","content_text":"在金价处于历史高位之际，黄金企业仍热衷于并购。5月25日，山东黄金公告称，公司控股子公司金舜矿业以8.66亿元竞得大桥金矿采矿权。紫金矿业首席行业研究员黄孚认为，全球黄金矿企的内生增长已经非常困难，对外并购恰恰反映了全球黄金巨头对于产量的渴望。“当前形势下，黄金矿企间的并购整合将更加频繁，而企业的综合实力与其并购和反并购能力息息相关。”尽管金价目前处于高位，但当勘探、开发成本持续走高，向外并购将是黄金巨头寻求增长的必然选项，未来行业的并购还将持续，优质黄金矿产资源将继续向头部企业集中。（证券日报）","news_type":1,"symbols_score_info":{"159831":1,"159934":0.6,"518880":0.6,"600547":1,"601899":1,"GDX":0.6,"01787":1,"SGUmain":0.6,"SGCmain":0.6,"IAU":0.6,"DUST":0.6,"MGCmain":1,"GLD":0.6,"NUGT":0.6,"GCmain":1,"02899":1}},"isVote":1,"tweetType":1,"viewCount":4475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":655989916,"gmtCreate":1685067236036,"gmtModify":1685067236036,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655989916","repostId":"2338148415","repostType":4,"repost":{"id":"2338148415","kind":"highlight","pubTimestamp":1685050412,"share":"https://ttm.financial/m/news/2338148415?lang=en_US&edition=fundamental","pubTime":"2023-05-26 05:33","market":"us","language":"zh","title":"Foreign Media Headlines | Biden Says Negotiations Were Productive and Will Reach Agreement on Debt Ceiling and Budget","url":"https://stock-news.laohu8.com/highlight/detail?id=2338148415","media":"环球市场播报","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、拜登称谈判有成效 将就债务上限和预算达成协议       2、美国共和党谈判代表服软 不再坚持要求大幅增加国防开支       3、“借来的”时间不多","content":"<p><html><head></head><body><strong>The main headlines that global financial media focused on last night and this morning were:</strong></p><p><strong>1. Biden says negotiations were fruitful and an agreement will be reached on the debt ceiling and budget.</strong><strong></strong><strong>2. US Republican negotiators relent and no longer insist on a significant increase in defense spending.</strong><strong></strong><strong>3. \"Borrowed\" time is running out; the US Treasury's cash balance has fallen below $50 billion.</strong><strong>　　</strong><strong>4. The yen fell below 140 yen to the US dollar as the Fed's rate hike bet on pushing up US Treasury yields.</strong><strong>　　</strong><strong>5、<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Whether the United States can maintain its AAA rating depends on June 15th.</strong><strong></strong><strong>6. Fearing missing out on the US stock market rally, major Wall Street banks are beginning to reflect on their pessimistic forecasts.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcd828f5434c2c8ca63d1f67bb3e7b37\" tg-width=\"480\" tg-height=\"319\"/></p><p>　　<strong>Biden said the negotiations were fruitful and an agreement would be reached on the debt ceiling and budget.</strong></p><p>U.S. President Biden said negotiations on the debt ceiling and spending issues were productive and that the two sides would reach an agreement.</p><p>Speaking at the White House, Biden said he proposed freezing spending for two years.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50c2b5b99fbabed7404f739fd33bca89\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong>U.S. Republican negotiators relented and dropped their demands for a significant increase in defense spending.</strong></p><p>Sources familiar with the matter revealed that GOP debt ceiling negotiators have shelved demands for a significant increase in defense spending and are gradually beginning to accept Biden's budget proposal to increase defense spending only slightly.</p><p>The narrowing of the differences between the two sides over defense spending represents a major victory for Democrats. Biden's defense budget spending for next year is $886.3 billion, 3.3% higher than now, and Republicans have been hoping to increase this figure even further.</p><p>Unnamed sources revealed that the Pentagon will receive $842 billion in funding. The source requested anonymity because a final agreement has not yet been reached.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98d0635f85da920d215d980d0115a165\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong>With \"borrowed\" time running out, the US Treasury's cash balance has fallen below $50 billion.</strong></p><p>The U.S. Treasury Department's cash balance has fallen to its lowest level since 2021, and the federal government could run out of funds early next month if the debt ceiling is not lifted or raised in time.</p><p>The Treasury’s cash balance fell to $49.5 billion on Wednesday, down from $76.5 billion the previous day and $140 billion on May 12, according to data released on Thursday. The Treasury's cash balance has been under downward pressure recently due to a series of measures taken to avoid hitting the $31.4 trillion debt ceiling. Wednesday saw its biggest single-day drop since May 15.</p><p>TD Securities strategist Gennadiy Goldberg said, \"This perfectly illustrates how close we are to the cliff right now. Although some in Congress are questioning the Treasury Department's math, I think the cash balance is already very telling. We are really on the verge of the cliff soon. Frankly, the time is borrowed.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4448164c91156d97f836fa5213c71675\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong>The yen fell below 140 yen to the dollar as the Fed's rate hike bet on pushing up US Treasury yields.</strong></p><p>The yen fell below 140 yen to the dollar for the first time since November last year, as the divergence between Japanese and U.S. monetary policies dampened demand for the yen.</p><p>The yen fell as much as 0.4% to 140.01 yen to the dollar, its weakest since November last year.</p><p>Traders on Thursday fully priced in expectations of the Federal Reserve adding another 25 basis points to its next two policy meetings, with a more than one-in-half chance of rate hike as early as next month.</p><p>At the same time, US yields rose, and policy-sensitive<a href=\"https://laohu8.com/S/US2Y.BOND\">US 2-year Treasury Bond yield</a>It rose nearly 15 basis points to 4.52% at one point.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f146ab83fed8cbb0805a7700fdd03445\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong><a href=\"https://laohu8.com/S/MCO\">Moody's</a>Whether the United States can maintain its AAA rating depends on June 15th.</strong></p><p>As the federal government draws ever closer to running out of cash, investors are paying increasing attention to the U.S. sovereign credit rating. Moody's stated that whether the U.S. can maintain its AAA rating depends on whether it can pay Treasury Bond interest by mid-June.</p><p>On June 15, the U.S. Treasury Department will have to pay approximately $2 billion in bond interest. Treasury Secretary Janet Yellen warned last Sunday that the likelihood of the U.S. government paying all its bills in full by June 15 is extremely low if Congress does not raise the debt ceiling.</p><p>“This is a very important day for us,” said William Foster, senior vice president at Moody’s. While the amount of interest payable is not large, “missing the payment date would be a default. We will downgrade the U.S. sovereign credit rating from AAA to AA1.”</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53faf3dadcae15080583422725f6c7b9\" tg-width=\"550\" tg-height=\"392\"/></p><p>　　<strong>Fearing missing out on the US stock market rally, major Wall Street banks are beginning to reflect on their pessimistic predictions.</strong></p><p>Strategists and portfolio managers who once believed the U.S. stock market had no way out in 2023 have changed their tune, as they are now worried about missing out on potential rallies.</p><p>　　<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Andrew Slimmon believes that his recent prediction that the S&P 500 would close near 4,200 points in December was too low. In a telephone interview, the senior portfolio manager said the benchmark stock index is expected to rise to 4,600 points by the end of the year as the market digests expectations of a 2024 earnings recovery and investor FOMO kicks in.</p><p>“If I were a financial advisor, I would start to get nervous in October or November because I was holding a lot of cash and not making money for my clients,” he said. “My guess is that cash will start flowing back into the market later this year.”</p><p></body></html></p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines | Biden Says Negotiations Were Productive and Will Reach Agreement on Debt Ceiling and Budget</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines | Biden Says Negotiations Were Productive and Will Reach Agreement on Debt Ceiling and Budget\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2023-05-26 05:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>The main headlines that global financial media focused on last night and this morning were:</strong></p><p><strong>1. Biden says negotiations were fruitful and an agreement will be reached on the debt ceiling and budget.</strong><strong></strong><strong>2. US Republican negotiators relent and no longer insist on a significant increase in defense spending.</strong><strong></strong><strong>3. \"Borrowed\" time is running out; the US Treasury's cash balance has fallen below $50 billion.</strong><strong>　　</strong><strong>4. The yen fell below 140 yen to the US dollar as the Fed's rate hike bet on pushing up US Treasury yields.</strong><strong>　　</strong><strong>5、<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Whether the United States can maintain its AAA rating depends on June 15th.</strong><strong></strong><strong>6. Fearing missing out on the US stock market rally, major Wall Street banks are beginning to reflect on their pessimistic forecasts.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcd828f5434c2c8ca63d1f67bb3e7b37\" tg-width=\"480\" tg-height=\"319\"/></p><p>　　<strong>Biden said the negotiations were fruitful and an agreement would be reached on the debt ceiling and budget.</strong></p><p>U.S. President Biden said negotiations on the debt ceiling and spending issues were productive and that the two sides would reach an agreement.</p><p>Speaking at the White House, Biden said he proposed freezing spending for two years.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50c2b5b99fbabed7404f739fd33bca89\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong>U.S. Republican negotiators relented and dropped their demands for a significant increase in defense spending.</strong></p><p>Sources familiar with the matter revealed that GOP debt ceiling negotiators have shelved demands for a significant increase in defense spending and are gradually beginning to accept Biden's budget proposal to increase defense spending only slightly.</p><p>The narrowing of the differences between the two sides over defense spending represents a major victory for Democrats. Biden's defense budget spending for next year is $886.3 billion, 3.3% higher than now, and Republicans have been hoping to increase this figure even further.</p><p>Unnamed sources revealed that the Pentagon will receive $842 billion in funding. The source requested anonymity because a final agreement has not yet been reached.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98d0635f85da920d215d980d0115a165\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong>With \"borrowed\" time running out, the US Treasury's cash balance has fallen below $50 billion.</strong></p><p>The U.S. Treasury Department's cash balance has fallen to its lowest level since 2021, and the federal government could run out of funds early next month if the debt ceiling is not lifted or raised in time.</p><p>The Treasury’s cash balance fell to $49.5 billion on Wednesday, down from $76.5 billion the previous day and $140 billion on May 12, according to data released on Thursday. The Treasury's cash balance has been under downward pressure recently due to a series of measures taken to avoid hitting the $31.4 trillion debt ceiling. Wednesday saw its biggest single-day drop since May 15.</p><p>TD Securities strategist Gennadiy Goldberg said, \"This perfectly illustrates how close we are to the cliff right now. Although some in Congress are questioning the Treasury Department's math, I think the cash balance is already very telling. We are really on the verge of the cliff soon. Frankly, the time is borrowed.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4448164c91156d97f836fa5213c71675\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong>The yen fell below 140 yen to the dollar as the Fed's rate hike bet on pushing up US Treasury yields.</strong></p><p>The yen fell below 140 yen to the dollar for the first time since November last year, as the divergence between Japanese and U.S. monetary policies dampened demand for the yen.</p><p>The yen fell as much as 0.4% to 140.01 yen to the dollar, its weakest since November last year.</p><p>Traders on Thursday fully priced in expectations of the Federal Reserve adding another 25 basis points to its next two policy meetings, with a more than one-in-half chance of rate hike as early as next month.</p><p>At the same time, US yields rose, and policy-sensitive<a href=\"https://laohu8.com/S/US2Y.BOND\">US 2-year Treasury Bond yield</a>It rose nearly 15 basis points to 4.52% at one point.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f146ab83fed8cbb0805a7700fdd03445\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong><a href=\"https://laohu8.com/S/MCO\">Moody's</a>Whether the United States can maintain its AAA rating depends on June 15th.</strong></p><p>As the federal government draws ever closer to running out of cash, investors are paying increasing attention to the U.S. sovereign credit rating. Moody's stated that whether the U.S. can maintain its AAA rating depends on whether it can pay Treasury Bond interest by mid-June.</p><p>On June 15, the U.S. Treasury Department will have to pay approximately $2 billion in bond interest. Treasury Secretary Janet Yellen warned last Sunday that the likelihood of the U.S. government paying all its bills in full by June 15 is extremely low if Congress does not raise the debt ceiling.</p><p>“This is a very important day for us,” said William Foster, senior vice president at Moody’s. While the amount of interest payable is not large, “missing the payment date would be a default. We will downgrade the U.S. sovereign credit rating from AAA to AA1.”</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53faf3dadcae15080583422725f6c7b9\" tg-width=\"550\" tg-height=\"392\"/></p><p>　　<strong>Fearing missing out on the US stock market rally, major Wall Street banks are beginning to reflect on their pessimistic predictions.</strong></p><p>Strategists and portfolio managers who once believed the U.S. stock market had no way out in 2023 have changed their tune, as they are now worried about missing out on potential rallies.</p><p>　　<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Andrew Slimmon believes that his recent prediction that the S&P 500 would close near 4,200 points in December was too low. In a telephone interview, the senior portfolio manager said the benchmark stock index is expected to rise to 4,600 points by the end of the year as the market digests expectations of a 2024 earnings recovery and investor FOMO kicks in.</p><p>“If I were a financial advisor, I would start to get nervous in October or November because I was holding a lot of cash and not making money for my clients,” he said. “My guess is that cash will start flowing back into the market later this year.”</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-05-26/doc-imyuzwwn1706765.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/98d0635f85da920d215d980d0115a165","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-05-26/doc-imyuzwwn1706765.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2338148415","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、拜登称谈判有成效 将就债务上限和预算达成协议       2、美国共和党谈判代表服软 不再坚持要求大幅增加国防开支       3、“借来的”时间不多了 美国财政部现金余额跌破500亿美元   　　4、日元跌破1美元兑140日元 美联储加息押注推升美债收益率   　　5、穆迪：美国能否保住AAA评级关键看6月15日           6、生怕错过美股行情 华尔街大行开始反思自己的悲观预测  　　拜登称谈判有成效 将就债务上限和预算达成协议　　美国总统拜登表示，就债务上限和支出问题进行的谈判富有成效，且双方将达成协议。　　拜登在白宫发表讲话称，他提议冻结支出两年。　　美国共和党谈判代表服软 不再坚持要求大幅增加国防开支　　知情人士透露，美国共和党的债务上限谈判代表搁置了大幅增加国防开支的要求，逐步开始接受拜登预算案中关于仅小幅增加防务开支的提议。　　双方在国防支出方面的分歧缩小代表民主党人一次重大胜利。拜登对明年的国防预算支出是8863亿美元，比现在高出3.3%，而共和党一直希望进一步提高这个数字。　　不具名知情人士透露，五角大楼将收到8420亿美元拨款。 因尚未达成最终协议，知情人士要求匿名。　　“借来的”时间不多了 美国财政部现金余额跌破500亿美元  　　美国财政部现金余额降至2021年以来最低水平，如果不及时取消或提高债务上限，联邦政府可能在下月初资金告罄。　　根据周四的数据，财政部现金余额周三降至495亿美元，低于前一天的765亿美元和5月12日的1400亿美元。由于采取一系列措施避免触及31.4万亿美元债务上限，近期财政部现金余额一直面临下行压力。周三创下5月15日以来单日最大降幅。　　道明证券策略师Gennadiy Goldberg表示，“这恰好说明了我们现在离悬崖有多近，虽然国会一些人质疑财政部的数学，但我觉得现金余额已经很能说明问题，我们真的很快就要到悬崖了。坦白讲，现在的时间是借来的”。　　日元跌破1美元兑140日元 美联储加息押注推升美债收益率  　　日元自去年11月以来首次跌破1美元兑140日元，原因是日本和美国货币政策之间的分化打击了对日元的需求。　　日元一度下跌0.4%，报1美元兑140.01日元，为去年11月以来最弱。　　交易员周四完全消化了美联储未来两次政策会议再加25个基点的预期，最快下月加息的可能性超过二分之一。　　与此同时，美国收益率上升，对政策敏感的美国2年期国债收益率一度上涨近15个基点至4.52%。　　穆迪：美国能否保住AAA评级关键看6月15日  　　随着联邦政府距离耗尽现金的日子越来越近，投资者对美国主权信用评级的关注度上升，穆迪表示，美国能不能维持AAA评级关键要看其能否在6月中旬支付国债利息。　　6月15日，美国财政部需支付约20亿美元的债券利息。财政部长耶伦上周日警告称，如果国会不提高债务上限，6月15日美国政府完全支付所有账单的可能性相当低。　　“这对我们来说是一个非常重要的日子，” 穆迪高级副总裁William Foster表示，虽然需要支付的利息数额不算大，但“如果错过支付日，那就是违约。我们将把美国主权信用评级从AAA下调至AA1”。　　生怕错过美股行情 华尔街大行开始反思自己的悲观预测  　　曾认为美国股市2023年无路可走的策略师和投资组合经理已然改变了调门，因为他们现在担心的是和潜在的行情失之交臂。　　摩根士丹利的Andrew Slimmon认为，自己不久前标普500指数今年12月将收在近4，200点的预测太低了。这位高级投资组合经理在接受电话采访时表示，随着市场消化2024年盈利复苏的预期且投资者FOMO启动，该基准股指年底前有望升向4600点。　　“如果我是财务顾问，到了10月、11月，因为我大量持有现金而没有为我的客户赚到钱，我会开始变得紧张，” 他说，“我的猜测是，现金将在今年晚些时候开始重新流入市场。”","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":655078770,"gmtCreate":1685011044393,"gmtModify":1685011044393,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655078770","repostId":"655040573","repostType":1,"repost":{"id":655040573,"gmtCreate":1685005423992,"gmtModify":1685005453284,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"英偉達暴漲，還有哪些低位半導體公司值得埋伏？","htmlText":"英偉達太牛了，預計下一個季度的營收高達110億美元！ 這是什麼概念？這意味着英偉達的季度收入直接突破了歷史記錄！同比增速將高達64%！ &nbsp; 要知道英偉達可是7500億市值的巨頭，如此龐大的身軀還能獲得64%的增長，試問還有哪家巨頭能做到？ 英偉達神話真的是完美闡釋了科技纔是第一生產力！ 關於英偉達財報的解讀文章，我相信大家一定看到很多，我就不贅述了，主要聊聊還能上車哪些低位的半導體標的！ 首選我覺得應該是臺積電。 臺積電是芯片製造廠，目前是世界上工藝最先進的，這意味着無論是最新款的蘋果手機還是英偉達的GPU，都得找臺積電製造。 所以，英偉達下一個季度業績暴增，臺積電是直接受益的！ 當然，最關鍵的是臺積電的業績剛好處於低位，同時股價也沒有大漲、估值也低，考慮到半導體是明顯的週期性，業績下滑是最好的入場時機。 根據臺積電公佈的月度銷售數據，其4月份營收下滑14%，根據2018-2019年半導體下行週期時的股價表現，當臺積電月度收入負增長時，恰好是股價的低點： 至於大家都擔心的地緣政治問題，我只能說中國不可能在最近10年收復臺灣，主要是目前很多關鍵技術，尤其是半導體，都被美國卡脖子，一旦開戰，國內經濟損失巨大，所以，市場擔憂的事情根本不可能發生，一旦半導體進入上升週期，這個利空因素就不會有人再提。 這裏爲巴菲特感到惋惜，剛好賣在了低點，錯失數億收益！ 另一家處於低位的半導體公司是AMD，它也有GPU，雖然實力不如英偉達，但亦會受益AI浪潮！ AMD業績和估值目前同樣處於低位，未來也將追隨英偉達創出歷史新高，相信AMD的主要原因就是因爲AMD有個好CEO——蘇姿豐，此人能將AMD從深淵中解救出來，而且能打敗英特爾，足以說明蘇姿豐的能力毋庸置疑。 之所以AMD沒能在這次AI革命中拔得頭籌，主要是他原來的核心業務是CPU，GPU的業務雖然一直都有，但並不是之前發展的重心。 如","listText":"英偉達太牛了，預計下一個季度的營收高達110億美元！ 這是什麼概念？這意味着英偉達的季度收入直接突破了歷史記錄！同比增速將高達64%！ &nbsp; 要知道英偉達可是7500億市值的巨頭，如此龐大的身軀還能獲得64%的增長，試問還有哪家巨頭能做到？ 英偉達神話真的是完美闡釋了科技纔是第一生產力！ 關於英偉達財報的解讀文章，我相信大家一定看到很多，我就不贅述了，主要聊聊還能上車哪些低位的半導體標的！ 首選我覺得應該是臺積電。 臺積電是芯片製造廠，目前是世界上工藝最先進的，這意味着無論是最新款的蘋果手機還是英偉達的GPU，都得找臺積電製造。 所以，英偉達下一個季度業績暴增，臺積電是直接受益的！ 當然，最關鍵的是臺積電的業績剛好處於低位，同時股價也沒有大漲、估值也低，考慮到半導體是明顯的週期性，業績下滑是最好的入場時機。 根據臺積電公佈的月度銷售數據，其4月份營收下滑14%，根據2018-2019年半導體下行週期時的股價表現，當臺積電月度收入負增長時，恰好是股價的低點： 至於大家都擔心的地緣政治問題，我只能說中國不可能在最近10年收復臺灣，主要是目前很多關鍵技術，尤其是半導體，都被美國卡脖子，一旦開戰，國內經濟損失巨大，所以，市場擔憂的事情根本不可能發生，一旦半導體進入上升週期，這個利空因素就不會有人再提。 這裏爲巴菲特感到惋惜，剛好賣在了低點，錯失數億收益！ 另一家處於低位的半導體公司是AMD，它也有GPU，雖然實力不如英偉達，但亦會受益AI浪潮！ AMD業績和估值目前同樣處於低位，未來也將追隨英偉達創出歷史新高，相信AMD的主要原因就是因爲AMD有個好CEO——蘇姿豐，此人能將AMD從深淵中解救出來，而且能打敗英特爾，足以說明蘇姿豐的能力毋庸置疑。 之所以AMD沒能在這次AI革命中拔得頭籌，主要是他原來的核心業務是CPU，GPU的業務雖然一直都有，但並不是之前發展的重心。 如","text":"英偉達太牛了，預計下一個季度的營收高達110億美元！ 這是什麼概念？這意味着英偉達的季度收入直接突破了歷史記錄！同比增速將高達64%！ 要知道英偉達可是7500億市值的巨頭，如此龐大的身軀還能獲得64%的增長，試問還有哪家巨頭能做到？ 英偉達神話真的是完美闡釋了科技纔是第一生產力！ 關於英偉達財報的解讀文章，我相信大家一定看到很多，我就不贅述了，主要聊聊還能上車哪些低位的半導體標的！ 首選我覺得應該是臺積電。 臺積電是芯片製造廠，目前是世界上工藝最先進的，這意味着無論是最新款的蘋果手機還是英偉達的GPU，都得找臺積電製造。 所以，英偉達下一個季度業績暴增，臺積電是直接受益的！ 當然，最關鍵的是臺積電的業績剛好處於低位，同時股價也沒有大漲、估值也低，考慮到半導體是明顯的週期性，業績下滑是最好的入場時機。 根據臺積電公佈的月度銷售數據，其4月份營收下滑14%，根據2018-2019年半導體下行週期時的股價表現，當臺積電月度收入負增長時，恰好是股價的低點： 至於大家都擔心的地緣政治問題，我只能說中國不可能在最近10年收復臺灣，主要是目前很多關鍵技術，尤其是半導體，都被美國卡脖子，一旦開戰，國內經濟損失巨大，所以，市場擔憂的事情根本不可能發生，一旦半導體進入上升週期，這個利空因素就不會有人再提。 這裏爲巴菲特感到惋惜，剛好賣在了低點，錯失數億收益！ 另一家處於低位的半導體公司是AMD，它也有GPU，雖然實力不如英偉達，但亦會受益AI浪潮！ AMD業績和估值目前同樣處於低位，未來也將追隨英偉達創出歷史新高，相信AMD的主要原因就是因爲AMD有個好CEO——蘇姿豐，此人能將AMD從深淵中解救出來，而且能打敗英特爾，足以說明蘇姿豐的能力毋庸置疑。 之所以AMD沒能在這次AI革命中拔得頭籌，主要是他原來的核心業務是CPU，GPU的業務雖然一直都有，但並不是之前發展的重心。 如","images":[{"img":"https://static.tigerbbs.com/7d9fb6b08468dd0d7d74c72abec826ad","width":"1069","height":"533"},{"img":"https://static.tigerbbs.com/3f087794e3a1d88e99fba9305c37f6d6","width":"1319","height":"575"},{"img":"https://static.tigerbbs.com/157c08e0f9cf5b805b155f433fa12235","width":"1524","height":"652"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/655040573","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":652292565,"gmtCreate":1684572005258,"gmtModify":1684572005258,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652292565","repostId":"1125863084","repostType":4,"isVote":1,"tweetType":1,"viewCount":4146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":652292260,"gmtCreate":1684571925252,"gmtModify":1684571925252,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652292260","repostId":"1143041736","repostType":4,"repost":{"id":"1143041736","kind":"news","pubTimestamp":1684508876,"share":"https://ttm.financial/m/news/1143041736?lang=en_US&edition=fundamental","pubTime":"2023-05-19 23:07","market":"other","language":"zh","title":"Powell: U.S. inflation is well above the 2% target, and continued rate hike may not be necessary given credit pressures.","url":"https://stock-news.laohu8.com/highlight/detail?id=1143041736","media":"华尔街见闻","summary":"虽然强调抗击通胀的必要性，鲍威尔还是发表鸽派信号称，自己倾向于支持6月暂不加息，而且银行业危机导致的信贷条件收紧，可能意味着美联储峰值利率将低于预期：“FOMC尚未就货币政策应进一步收紧多少而作出决定","content":"<p><html><head></head><body>While emphasizing the need to combat inflation, Powell still issued a dovish signal, stating that he was inclined to support a temporary rate hike in June, and that the tightening of credit conditions caused by the banking crisis may mean that the Fed's peak interest rate will be lower than expected: \"The FOMC has not yet made a decision on how much further monetary policy should be tightened.\"<p style=\"text-align: justify;\">On Friday, May 19, Federal Reserve Chairman Jerome Powell attended a panel discussion titled \"Monetary Policy Views\" in Washington, D.C.</p><p><h2>Powell: Open to suspending rate hike in June, warns that banking pressures will spread to the broader economy.</h2><p style=\"text-align: justify;\">Although he still emphasized that \"U.S. inflation is far above our 2% target,\" failure to combat inflation would cause prolonged suffering. He stated that the FOMC is \"strongly committed\" to bringing inflation back to its 2% target, and that price stability is the foundation for a strong economy.</p><p><p style=\"text-align: justify;\"><strong>However, Powell then issued a dovish signal, stating that he was inclined to support the June meeting without rate hike for the time being.</strong>Moreover, the tightening of credit conditions caused by the banking crisis may mean that the Federal Reserve's peak interest rate will be lower than expected:</p><p>\"Given the potential negative impact of credit pressures on economic growth, employment, and inflation, it may not be necessary to (continue) rate hike to such high levels to successfully suppress inflation. The Federal Reserve has made significant progress in tightening monetary policy, and its policy stance is now constraining on economic growth. The risks of doing too much versus doing too little are becoming more balanced.\" We face multiple uncertainties, including the lagged effects of the tightening policies to date and the extent of credit tightening caused by recent pressure on the banking sector. Given this, the Federal Reserve has the ability to observe more data and the evolution of future prospects before deciding how much interest rates may need to be raised.<p style=\"text-align: justify;\">At the same time, Powell also emphasized that the accuracy of quarterly economic forecasts is often challenging, and the views he mentioned above and the extent to which they can be realized are also uncertain, citing \"historically high uncertainty surrounding the future outlook.\" Therefore:</p><p>\"The FOMC has not yet made a decision on how much further monetary policy should be tightened.\"<p style=\"text-align: justify;\">Powell mentioned that the Federal Reserve had previously expected policy to tighten further, \"but this consideration has changed recently.\"</p><p><p style=\"text-align: justify;\"><strong>Some analysts say this indicates that Powell began to signal a \"patient\" interest rate path after the banking crisis. Nick Timiraos, the \"New Federal Reserve News Agency,\" also reported that Powell pointed out that pressure from the banking sector would affect monetary policy.</strong></p><p><p style=\"text-align: justify;\">Because Powell warned:</p><p>\"The Federal Reserve's tools for dealing with financial stress triggered by bank failures are independent of the tools that primarily use interest rates to manage monetary policy (which is why the Fed chose to continue its rate hike after the banking crisis in March). However, these two types of tools are still related, and their effects are often not completely independent, but rather intertwined, which makes it impossible for the two tools to be absolutely and completely separate.\"<h2>Debt ceiling negotiations suddenly took a turn for the worse during Powell's speech, causing US stocks to fall and traders to gradually lower their June rate hike bets.</h2><p style=\"text-align: justify;\"><strong>During Powell's speech, the gains in US stock indices narrowed significantly, resulting in a broad-based decline.</strong>The Dow Jones Industrial Average erased more than 110 points of gains, while the Nasdaq, S&P 500, and Russell small-cap stocks erased early-day gains of 0.3%, 0.3%, and 0.9%, respectively.</p><p><p style=\"text-align: justify;\">This is mainly because the U.S. debt ceiling negotiations have highlighted negative setbacks, with Republican debt negotiators withdrawing from the negotiations, saying that the White House appeared somewhat irrational during the negotiations.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63d382eab3a4151b13765223a5e08a22\" tg-width=\"640\" tg-height=\"64\"/></p><p><p style=\"text-align: justify;\">Meanwhile, U.S. Treasury Bond prices recovered their losses, yields fell, and the two-year yield once fell by 10 basis points. The the US Dollar Index DXY broke its three-day winning streak and hit a daily low.</p><p><p style=\"text-align: justify;\">The latest Federal Reserve interest rate swap tool shows that traders have lowered the probability of the FOMC holding a rate hike in June to less than 17%, and the probability of no rate hike has risen to 83%, mainly due to the stalemate in debt ceiling negotiations between the Biden administration and Congress.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e120825a54da04adf42e7884403140d0\" tg-width=\"640\" tg-height=\"319\"/></p><p><p style=\"text-align: justify;\"><strong>Previously, the market was divided on the Federal Reserve's next move.</strong>。 Futures market pricing on Friday morning had shown that the probability of investors betting on a continued 25 basis point rate hike in June was about 35%, significantly higher than the near zero probability after the May meeting.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d525be2609f3a3ad04e582aa4ba6f57\" tg-width=\"640\" tg-height=\"323\"/></p><p><p style=\"text-align: justify;\">Recently, several Federal Reserve officials have also given conflicting signals regarding interest rate paths. The presidents of the Dallas and Cleveland Feds are both more inclined to continue rate hike, while the presidents of the Chicago and Atlanta Feds want to take a more cautious approach amid soaring uncertainty.</p><p><p style=\"text-align: justify;\">In addition, the KBW regional bank stock index extended its decline to 3% during Powell's speech, while Westpac United Bank and Allianz Western Bank fell by more than 5%. However, Powell stated that many banks, and even the U.S. banking system, are strong and resilient.</p><p><p style=\"text-align: justify;\">Observers noted that,<strong>In his speech, Powell focused more on reading a prepared script and emphasized the increased uncertainty facing the economy and future monetary policy.</strong>This indicates that he is very cautious and deliberate in signaling the interest rate path.</p><p><p style=\"text-align: justify;\">Macroeconomic analyst Cameron Crise pointed out that Powell's comments on aggregate supply were not particularly dovish, as he mentioned:</p><p>\"We may definitely see continued supply chain shocks, but we don't know how stubborn the supply shocks will be. The positive supply shocks brought about by globalization before the pandemic may not reappear, which will support higher inflation trend levels or correspondingly raise the neutral interest rate.\"<p style=\"text-align: justify;\">The aforementioned \"New Fed News Agency\" and Wall Street Journal reporter Nick Timiraos also stated that the speech given by the Fed's \"third-in-command,\" New York Fed President Williams, before Powell's speech indicated that the pandemic \"has not changed the model estimate of the neutral interest rate,\" meaning that \"there is no evidence that the era of extremely low neutral interest rates is over.\"</p><p><p style=\"text-align: justify;\">The article states that if the estimate for the neutral interest rate is raised, it means that the interest rate level needed by the Federal Reserve to curb inflation will increase significantly. However, if the estimate of the neutral interest rate remains unchanged, Federal Funds rate may return below 3% if the Federal Reserve successfully reduces inflation to its 2% target in the coming years.</p><p>\"The model shows that the inflation-adjusted neutral interest rate was around 0.7% at the end of last year and has declined over the past year, although these estimates are highly uncertain. In March, the Fed's preferred inflation gauge, the Personal Consumption Expenditures (PCE) price index, was 4.2%, which means the nominal neutral interest rate will be below 5%.\"</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>Powell: U.S. inflation is well above the 2% target, and continued rate hike may not be necessary given credit pressures.</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\">\nPowell: U.S. inflation is well above the 2% target, and continued rate hike may not be necessary given credit pressures.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-19 23:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>While emphasizing the need to combat inflation, Powell still issued a dovish signal, stating that he was inclined to support a temporary rate hike in June, and that the tightening of credit conditions caused by the banking crisis may mean that the Fed's peak interest rate will be lower than expected: \"The FOMC has not yet made a decision on how much further monetary policy should be tightened.\"<p style=\"text-align: justify;\">On Friday, May 19, Federal Reserve Chairman Jerome Powell attended a panel discussion titled \"Monetary Policy Views\" in Washington, D.C.</p><p><h2>Powell: Open to suspending rate hike in June, warns that banking pressures will spread to the broader economy.</h2><p style=\"text-align: justify;\">Although he still emphasized that \"U.S. inflation is far above our 2% target,\" failure to combat inflation would cause prolonged suffering. He stated that the FOMC is \"strongly committed\" to bringing inflation back to its 2% target, and that price stability is the foundation for a strong economy.</p><p><p style=\"text-align: justify;\"><strong>However, Powell then issued a dovish signal, stating that he was inclined to support the June meeting without rate hike for the time being.</strong>Moreover, the tightening of credit conditions caused by the banking crisis may mean that the Federal Reserve's peak interest rate will be lower than expected:</p><p>\"Given the potential negative impact of credit pressures on economic growth, employment, and inflation, it may not be necessary to (continue) rate hike to such high levels to successfully suppress inflation. The Federal Reserve has made significant progress in tightening monetary policy, and its policy stance is now constraining on economic growth. The risks of doing too much versus doing too little are becoming more balanced.\" We face multiple uncertainties, including the lagged effects of the tightening policies to date and the extent of credit tightening caused by recent pressure on the banking sector. Given this, the Federal Reserve has the ability to observe more data and the evolution of future prospects before deciding how much interest rates may need to be raised.<p style=\"text-align: justify;\">At the same time, Powell also emphasized that the accuracy of quarterly economic forecasts is often challenging, and the views he mentioned above and the extent to which they can be realized are also uncertain, citing \"historically high uncertainty surrounding the future outlook.\" Therefore:</p><p>\"The FOMC has not yet made a decision on how much further monetary policy should be tightened.\"<p style=\"text-align: justify;\">Powell mentioned that the Federal Reserve had previously expected policy to tighten further, \"but this consideration has changed recently.\"</p><p><p style=\"text-align: justify;\"><strong>Some analysts say this indicates that Powell began to signal a \"patient\" interest rate path after the banking crisis. Nick Timiraos, the \"New Federal Reserve News Agency,\" also reported that Powell pointed out that pressure from the banking sector would affect monetary policy.</strong></p><p><p style=\"text-align: justify;\">Because Powell warned:</p><p>\"The Federal Reserve's tools for dealing with financial stress triggered by bank failures are independent of the tools that primarily use interest rates to manage monetary policy (which is why the Fed chose to continue its rate hike after the banking crisis in March). However, these two types of tools are still related, and their effects are often not completely independent, but rather intertwined, which makes it impossible for the two tools to be absolutely and completely separate.\"<h2>Debt ceiling negotiations suddenly took a turn for the worse during Powell's speech, causing US stocks to fall and traders to gradually lower their June rate hike bets.</h2><p style=\"text-align: justify;\"><strong>During Powell's speech, the gains in US stock indices narrowed significantly, resulting in a broad-based decline.</strong>The Dow Jones Industrial Average erased more than 110 points of gains, while the Nasdaq, S&P 500, and Russell small-cap stocks erased early-day gains of 0.3%, 0.3%, and 0.9%, respectively.</p><p><p style=\"text-align: justify;\">This is mainly because the U.S. debt ceiling negotiations have highlighted negative setbacks, with Republican debt negotiators withdrawing from the negotiations, saying that the White House appeared somewhat irrational during the negotiations.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63d382eab3a4151b13765223a5e08a22\" tg-width=\"640\" tg-height=\"64\"/></p><p><p style=\"text-align: justify;\">Meanwhile, U.S. Treasury Bond prices recovered their losses, yields fell, and the two-year yield once fell by 10 basis points. The the US Dollar Index DXY broke its three-day winning streak and hit a daily low.</p><p><p style=\"text-align: justify;\">The latest Federal Reserve interest rate swap tool shows that traders have lowered the probability of the FOMC holding a rate hike in June to less than 17%, and the probability of no rate hike has risen to 83%, mainly due to the stalemate in debt ceiling negotiations between the Biden administration and Congress.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e120825a54da04adf42e7884403140d0\" tg-width=\"640\" tg-height=\"319\"/></p><p><p style=\"text-align: justify;\"><strong>Previously, the market was divided on the Federal Reserve's next move.</strong>。 Futures market pricing on Friday morning had shown that the probability of investors betting on a continued 25 basis point rate hike in June was about 35%, significantly higher than the near zero probability after the May meeting.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d525be2609f3a3ad04e582aa4ba6f57\" tg-width=\"640\" tg-height=\"323\"/></p><p><p style=\"text-align: justify;\">Recently, several Federal Reserve officials have also given conflicting signals regarding interest rate paths. The presidents of the Dallas and Cleveland Feds are both more inclined to continue rate hike, while the presidents of the Chicago and Atlanta Feds want to take a more cautious approach amid soaring uncertainty.</p><p><p style=\"text-align: justify;\">In addition, the KBW regional bank stock index extended its decline to 3% during Powell's speech, while Westpac United Bank and Allianz Western Bank fell by more than 5%. However, Powell stated that many banks, and even the U.S. banking system, are strong and resilient.</p><p><p style=\"text-align: justify;\">Observers noted that,<strong>In his speech, Powell focused more on reading a prepared script and emphasized the increased uncertainty facing the economy and future monetary policy.</strong>This indicates that he is very cautious and deliberate in signaling the interest rate path.</p><p><p style=\"text-align: justify;\">Macroeconomic analyst Cameron Crise pointed out that Powell's comments on aggregate supply were not particularly dovish, as he mentioned:</p><p>\"We may definitely see continued supply chain shocks, but we don't know how stubborn the supply shocks will be. The positive supply shocks brought about by globalization before the pandemic may not reappear, which will support higher inflation trend levels or correspondingly raise the neutral interest rate.\"<p style=\"text-align: justify;\">The aforementioned \"New Fed News Agency\" and Wall Street Journal reporter Nick Timiraos also stated that the speech given by the Fed's \"third-in-command,\" New York Fed President Williams, before Powell's speech indicated that the pandemic \"has not changed the model estimate of the neutral interest rate,\" meaning that \"there is no evidence that the era of extremely low neutral interest rates is over.\"</p><p><p style=\"text-align: justify;\">The article states that if the estimate for the neutral interest rate is raised, it means that the interest rate level needed by the Federal Reserve to curb inflation will increase significantly. However, if the estimate of the neutral interest rate remains unchanged, Federal Funds rate may return below 3% if the Federal Reserve successfully reduces inflation to its 2% target in the coming years.</p><p>\"The model shows that the inflation-adjusted neutral interest rate was around 0.7% at the end of last year and has declined over the past year, although these estimates are highly uncertain. In March, the Fed's preferred inflation gauge, the Personal Consumption Expenditures (PCE) price index, was 4.2%, which means the nominal neutral interest rate will be below 5%.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3689211\">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/58820e46e9f902d62aabc122bf96dfeb","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3689211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143041736","content_text":"虽然强调抗击通胀的必要性，鲍威尔还是发表鸽派信号称，自己倾向于支持6月暂不加息，而且银行业危机导致的信贷条件收紧，可能意味着美联储峰值利率将低于预期：“FOMC尚未就货币政策应进一步收紧多少而作出决定。”5月19日周五，美联储主席鲍威尔在美国首都华盛顿特区出席了名为“货币政策观点”的小组讨论。鲍威尔：对6月暂停加息持开放态度，预警银行业压力波及更广泛经济虽然他依旧强调，“美国通胀远远高于我们2%的目标”，若抗通胀失败，将造成漫长的痛苦。他称，FOMC“强有力地致力于”让通胀重返目标2%的承诺，物价稳定是经济保持强劲的根基。但鲍威尔继而发表鸽派信号称，自己倾向于支持6月会议暂不加息，而且银行业危机导致的信贷条件收紧，可能意味着美联储峰值利率将低于预期：“鉴于信贷压力可能对经济增长、就业和通胀造成的负面影响，可能无需（继续）加息至那么高的水平就能成功打压通胀。美联储在收紧货币政策方面已取得长足进步，政策立场现在是对经济增长具有限制性的。做太多与做太少的风险正变得更加平衡。我们面临着迄今为止收紧政策的效应滞后，以及近期银行业压力导致的信贷收紧程度等多重不确定性。有鉴于此，美联储有能力观察更多数据和未来前景的演变，然后再决定可能需要提高多少利率。”同时，鲍威尔也强调季度经济预测的准确度通常存在挑战，他上述提到的观点及其能实现的程度也都存在不确定性，理由是“未来前景面临着历史性高企的不确定性”，所以：“FOMC尚未就货币政策应进一步收紧多少而作出决定。”鲍威尔提到，此前美联储一直预料政策应该进一步收紧，“但最近这样的考量有所改变”。有分析称，这说明银行业危机后，鲍威尔开始释放“保持耐心”的利率路径信号。“新美联储通讯社”Nick Timiraos也称，鲍威尔点明银行业压力将影响货币决策。因为鲍威尔警告道：“美联储处置银行倒闭事件引发的金融压力工具，与主要用利率来管理货币政策的工具是彼此独立的，（所以3月银行业危机后，美联储仍选择继续加息）。但这两类工具仍具有关联性，其效果往往不是完全独立呈现，而是交织在一起，这令两种工具不可能绝对和完全分离。”鲍威尔讲话时债务上限谈判突现波澜，美股转跌，交易员循序下调6月加息押注在鲍威尔讲话期间，美股指数涨幅显著收窄至全线转跌，道指抹去逾110点的涨幅，纳指、标普500指数和罗素小盘股分别抹去盘初0.3%、0.3%和0.9%的涨幅。这主要是因为美国债务上限谈判突显负面波折，共和党债务谈判代表退出谈判，称白宫方面在谈判过程中显得有些不理性。同时，美国国债价格收复跌幅，收益率回落，两年期收益率一度跌10个基点。美元指数DXY止步三日连涨并触及日低。最新的美联储利率互换工具显示，交易员们下调FOMC在6月份加息的可能性至不足17%，暂不加息可能性升至83%，主要由于拜登政府与国会的债务上限磋商陷入僵持。此前，市场一度对美联储下一步行动产生了分歧。周五上午的期货市场定价曾显示，投资者押注6月继续加息25个基点的概率约为35%，显著高于5月会议结束后的近零概率。近期多位美联储官员也给出了意见相左的利率路径信号。达拉斯联储主席和克利夫兰联储主席都更倾向于继续加息，芝加哥和亚特兰大联储主席则希望在不确定性飙升之际采取更谨慎的做法。此外，KBW地区银行股指数在鲍威尔讲话期间跌幅扩大至3%，西太平洋合众银行和阿莱恩斯西部银行跌超5%。不过，鲍威尔称，众多银行乃至美国银行系统强有力且具有韧性。观察人士注意到，鲍威尔在本次讲话中更多在念已经准备好的稿件，并强调了很多次经济和未来货币政策面临的更多不确定性，这表明他在非常谨慎和有意识地传递利率路径信号。宏观分析师Cameron Crise则指出，鲍威尔有关总供给的评论并非特别鸽派，因为他提到：“我们肯定可能会看到继续发生供应链冲击，不知道供应冲击的顽固程度，疫情之前由全球化带来的积极供给冲击可能不会重现，这将支持更高的通胀趋势水平，或相应拉高中性利率。”前文提到的“新美联储通讯社”、华尔街日报记者Nick Timiraos还称，美联储“三号人物”、纽约联储主席威廉姆斯在鲍威尔讲话前发表演讲，表明疫情“并未改变对中性利率的模型估计”，即“没有证据表明极低的中性利率时代已经结束”。该文章称，若对中性利率的预估值上移，则代表美联储遏制通胀所需的利率水平将大大提高；但若中性利率的估计值不变，那么如果美联储在未来几年内成功将通胀降至2%目标后，联邦基金利率可能会重回3%下方：“该模型显示，去年底经通胀调整的中性利率约为0.7%，并在过去一年有所下降，尽管这些估计值的不确定性程度很大。3 月份美联储首选的通胀指标——个人消费支出PCE价格指数为4.2%，这意味着名义中性利率将低于5%。”","news_type":1,"symbols_score_info":{".SPX":1,".DJI":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":5806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":652292854,"gmtCreate":1684571845380,"gmtModify":1684571845380,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652292854","repostId":"652686743","repostType":1,"repost":{"id":652686743,"gmtCreate":1684487451882,"gmtModify":1684491210678,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小幫手","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667688472228","authorIdStr":"3527667688472228"},"themes":[],"title":"ETF追蹤 | 巴菲特贏麻了！收穫日股33年新高！這些ETF可以投資","htmlText":"近期，日本股市表現亮眼，日本東證股價指數攀升至 1990 年以來的最高水平，日經 225 指數上漲至 16 個月以來的最高收盤價。一系列強勁的企業盈利、外國堅實的趨勢購買、穩定的日本央行政策、日元走軟和回購增加提振了投資者對日本股市的信心，大多數分析師轉而看好這個世界第三大經濟體。尋求利用潛在反彈的投資者絕對應該投資日本 ETF。儘管今年大多數 ETF 都取得了可觀的回報，其中包括iShares MSCI 日本 ETF（EWJ），摩根大通 BetaBuilders 日本 ETF（BBJP）、WisdomTree 日本對衝股票基金（DXJ ），富蘭克林富時日本 ETF（FLJP）和Xtrackers MSCI 日本對衝股票 ETF（DBJP ）。名稱代碼資產管理規模（美元）費用率簡介iShares MSCI Japan ETFEWJ104.7億0.50%EWJ 追蹤市值加權指數，該指數涵蓋日本交易的可投資證券領域的大約 85%。JPMorgan BetaBuilders Japan ETFBBJP76.6億0.19%BBJP 追蹤日本大盤股和中盤股的市值加權指數。WisdomTree Japan Hedged Equity FundDXJ16.8億0.48%DXJ 追蹤以出口商爲中心的日本股票股息加權指數。該基金針對美元和日元之間的貨幣波動進行對衝。Franklin FTSE Japan ETFFLJP11.8億0.09%FLJP 跟蹤日本股票的市值選擇和加權指數。Xtrackers MSCI Japan Hedged Equity ETFDBJP2.73億0.46%日經 225 指數是 2023 年亞洲表現最佳的主要基準指數。隨着經濟在去年下半年全面重新開放後強勁反彈，預計這一優異表現將持續。由於消費者支出強勁和邊境重新開放，今年商業和服務活動都在增長。勞動力市場仍然相對緊","listText":"近期，日本股市表現亮眼，日本東證股價指數攀升至 1990 年以來的最高水平，日經 225 指數上漲至 16 個月以來的最高收盤價。一系列強勁的企業盈利、外國堅實的趨勢購買、穩定的日本央行政策、日元走軟和回購增加提振了投資者對日本股市的信心，大多數分析師轉而看好這個世界第三大經濟體。尋求利用潛在反彈的投資者絕對應該投資日本 ETF。儘管今年大多數 ETF 都取得了可觀的回報，其中包括iShares MSCI 日本 ETF（EWJ），摩根大通 BetaBuilders 日本 ETF（BBJP）、WisdomTree 日本對衝股票基金（DXJ ），富蘭克林富時日本 ETF（FLJP）和Xtrackers MSCI 日本對衝股票 ETF（DBJP ）。名稱代碼資產管理規模（美元）費用率簡介iShares MSCI Japan ETFEWJ104.7億0.50%EWJ 追蹤市值加權指數，該指數涵蓋日本交易的可投資證券領域的大約 85%。JPMorgan BetaBuilders Japan ETFBBJP76.6億0.19%BBJP 追蹤日本大盤股和中盤股的市值加權指數。WisdomTree Japan Hedged Equity FundDXJ16.8億0.48%DXJ 追蹤以出口商爲中心的日本股票股息加權指數。該基金針對美元和日元之間的貨幣波動進行對衝。Franklin FTSE Japan ETFFLJP11.8億0.09%FLJP 跟蹤日本股票的市值選擇和加權指數。Xtrackers MSCI Japan Hedged Equity ETFDBJP2.73億0.46%日經 225 指數是 2023 年亞洲表現最佳的主要基準指數。隨着經濟在去年下半年全面重新開放後強勁反彈，預計這一優異表現將持續。由於消費者支出強勁和邊境重新開放，今年商業和服務活動都在增長。勞動力市場仍然相對緊","text":"近期，日本股市表現亮眼，日本東證股價指數攀升至 1990 年以來的最高水平，日經 225 指數上漲至 16 個月以來的最高收盤價。一系列強勁的企業盈利、外國堅實的趨勢購買、穩定的日本央行政策、日元走軟和回購增加提振了投資者對日本股市的信心，大多數分析師轉而看好這個世界第三大經濟體。尋求利用潛在反彈的投資者絕對應該投資日本 ETF。儘管今年大多數 ETF 都取得了可觀的回報，其中包括iShares MSCI 日本 ETF（EWJ），摩根大通 BetaBuilders 日本 ETF（BBJP）、WisdomTree 日本對衝股票基金（DXJ ），富蘭克林富時日本 ETF（FLJP）和Xtrackers MSCI 日本對衝股票 ETF（DBJP ）。名稱代碼資產管理規模（美元）費用率簡介iShares MSCI Japan ETFEWJ104.7億0.50%EWJ 追蹤市值加權指數，該指數涵蓋日本交易的可投資證券領域的大約 85%。JPMorgan BetaBuilders Japan ETFBBJP76.6億0.19%BBJP 追蹤日本大盤股和中盤股的市值加權指數。WisdomTree Japan Hedged Equity FundDXJ16.8億0.48%DXJ 追蹤以出口商爲中心的日本股票股息加權指數。該基金針對美元和日元之間的貨幣波動進行對衝。Franklin FTSE Japan ETFFLJP11.8億0.09%FLJP 跟蹤日本股票的市值選擇和加權指數。Xtrackers MSCI Japan Hedged Equity ETFDBJP2.73億0.46%日經 225 指數是 2023 年亞洲表現最佳的主要基準指數。隨着經濟在去年下半年全面重新開放後強勁反彈，預計這一優異表現將持續。由於消費者支出強勁和邊境重新開放，今年商業和服務活動都在增長。勞動力市場仍然相對緊","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652686743","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":652928662,"gmtCreate":1684231633157,"gmtModify":1684231633157,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652928662","repostId":"2335881808","repostType":4,"repost":{"id":"2335881808","kind":"news","pubTimestamp":1684176240,"share":"https://ttm.financial/m/news/2335881808?lang=en_US&edition=fundamental","pubTime":"2023-05-16 02:44","market":"sh","language":"zh","title":"Foreign Media Headlines | Fed Officials Say There Are Reasons for rate hike to Pause","url":"https://stock-news.laohu8.com/highlight/detail?id=2335881808","media":"环球市场播报","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储官员暗示加息或按兵不动都有理由 但降息并非考虑选项       2、摩根士丹利策略师Wilson：债务上限之争将引发股市剧烈波动       3","content":"<p><html><head></head><body><strong>The main headlines that global financial media focused on last night and this morning were:</strong></p><p><strong>1. Federal Reserve officials have hinted that there are reasons for rate hike to hold rates steady, but cutting rates is not an option under consideration.</strong><strong></strong><strong>2、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Strategist Wilson: The debt ceiling debate will trigger sharp stock market volatility.</strong><strong></strong><strong>3. Economic recession? The profits of American companies indicate that a recession is coming.</strong><strong>　　</strong><strong>4、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The $69 billion acquisition of Activision Blizzard was approved by the EU</strong><strong>　　</strong><strong>5. US billionaire Jones says the Fed's rate hike is over and the stock market will rise this year.</strong><strong></strong><strong>6. EU raises Eurozone inflation forecast due to soaring core prices</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a33184d7855ac67453e4cfc76fb770c\" tg-width=\"550\" tg-height=\"391\"/></p><p>　　<strong>Federal Reserve officials suggested there were reasons for rate hike to hold rates steady, but cutting rates was not an option under consideration.</strong></p><p>Two Federal Reserve officials hinted at supporting a pause in rate hike, while another policymaker said the Fed may have more work to do in combating inflation.</p><p>\"The Fed may have more work to do to push inflation down,\" Minneapolis Fed President Neel Kashkari said at a discussion in St. Paul, Minnesota, on Monday.</p><p>He said, \"The labor market is still very hot, and we haven't seen a significant cooling. This tells me that we still have a long way to go before inflation comes down.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e20937c10116dcd2556a8dfb3195b9\" tg-width=\"550\" tg-height=\"366\"/></p><p>　　<strong>Morgan Stanley strategist Wilson: The debt ceiling debate will trigger sharp stock market volatility.</strong></p><p>Michael Wilson, one of the most pessimistic voices on Wall Street and a strategist at Morgan Stanley, predicts that the debate over raising the U.S. government's $31.4 trillion borrowing ceiling will trigger sharp volatility in the stock market.</p><p>Most clients “believe things will eventually be resolved, but things are unlikely to be calm in the short term,” Wilson wrote in a report, adding that many clients believe this is a “lose-lose situation” for the market.</p><p>Wilson, who accurately predicted the 2022 U.S. stock market decline, said that given the S&P 500's recent historical sensitivity to liquidity changes, raising the debt ceiling even before the so-called \"deadline\" (the day the U.S. Treasury runs out of cash) could squeeze liquidity and cause the index to fall.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f73df55e8cc6db5a6605cd22e8602e4\" tg-width=\"550\" tg-height=\"309\"/></p><p>　　<strong>Economic recession? The profits of American companies indicate that a recession is coming.</strong></p><p>As the U.S. economy teeters on the brink of recession, Wall Street is already enduring its longest decline in corporate profits in seven years.</p><p>As the first-quarter earnings season draws to a close, profits for S&P 500 companies are expected to fall by an average of 3.7% year-over-year. Although the compiled data shows that 78% of companies earned more than expected, the above figures are not that impressive given that analysts lowered their expectations before the start of the quarter.</p><p>More importantly, this marks the second consecutive quarter of decline in U.S. corporate profits. According to the compiled data, pessimistic forecasts for corporate profits are now concentrated in the April-June period, during which profits are expected to decline by 7.3%. Analysts believe that the pressure from rising interest rates and shrinking consumer demand will continue into the third quarter of 2023, when earnings were previously predicted to begin to recover.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/267741ae123e1e49da3df7d8a8339545\" tg-width=\"550\" tg-height=\"310\"/></p><p>　　<strong>Microsoft's $69 billion acquisition of Activision Blizzard received EU approval</strong></p><p>Microsoft's $69 billion acquisition of Activision Blizzard has been approved by the European Union. Just a few weeks ago, the UK's mergers and acquisitions regulator made a shocking decision to reject the largest deal in the gaming industry's history.</p><p>The European Commission stated that its own analysis shows the deal will not harm competition, as Microsoft has pledged to allow cloud competitors to offer blockbuster products such as Call of Duty on their own platforms within ten years.</p><p>The EU's approval is the exact opposite of the UK's Competition and Markets Authority's decision last month. The US Federal Trade Commission also sought to block the deal last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdcfd2c59fc6d8f8381cc08da4d03ad2\" tg-width=\"550\" tg-height=\"275\"/></p><p>　　<strong>US billionaire Jones says the Fed's rate hike is over and the stock market will rise this year.</strong></p><p>Billionaire Paul Tudor Jones says the Federal Reserve's rate hike is over and the stock market will rise this year even if the economy slows.</p><p>The Federal Reserve \"may declare victory,\" Jones, founder of Tudor Investment Corp., said in an interview. He also stated that the inflation rate has slowed for 12 consecutive months, \"which has never happened before in history.\"</p><p>Although Jones said the economy could fall into recession in the third or fourth quarter, he expects the stock market to rise this year. “I’m not fanatically bullish because I think it will be a slow process,” he said, comparing this period to June 2006, when the Federal Reserve stopped rate hike and the stock market rose for another year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc976f43904b9f5117812c5b6af093bf\" tg-width=\"550\" tg-height=\"331\"/></p><p>　　<strong>EU raises eurozone inflation forecast due to soaring core prices</strong></p><p>The European Commission has sharply raised its eurozone inflation outlook and warned of \"ongoing challenges\" despite the EU's acknowledgement of the eurozone's economic resilience.</p><p>EU officials pointed to strong underlying inflationary pressures and raised their CPI forecasts for this year to 5.8% and for 2024 to 2.8%. EU officials have also raised their economic growth forecasts for the outlook period.</p><p>The key to raising the inflation outlook is that the European Commission raised its core inflation rate assessment, which excludes volatile items such as food, by 3/4 percentage points. EU officials say core inflation will exceed headline inflation this year and next.</p><p></body></html></p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines | Fed Officials Say There Are Reasons for rate hike to Pause</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines | Fed Officials Say There Are Reasons for rate hike to Pause\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2023-05-16 02:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>The main headlines that global financial media focused on last night and this morning were:</strong></p><p><strong>1. Federal Reserve officials have hinted that there are reasons for rate hike to hold rates steady, but cutting rates is not an option under consideration.</strong><strong></strong><strong>2、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Strategist Wilson: The debt ceiling debate will trigger sharp stock market volatility.</strong><strong></strong><strong>3. Economic recession? The profits of American companies indicate that a recession is coming.</strong><strong>　　</strong><strong>4、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The $69 billion acquisition of Activision Blizzard was approved by the EU</strong><strong>　　</strong><strong>5. US billionaire Jones says the Fed's rate hike is over and the stock market will rise this year.</strong><strong></strong><strong>6. EU raises Eurozone inflation forecast due to soaring core prices</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a33184d7855ac67453e4cfc76fb770c\" tg-width=\"550\" tg-height=\"391\"/></p><p>　　<strong>Federal Reserve officials suggested there were reasons for rate hike to hold rates steady, but cutting rates was not an option under consideration.</strong></p><p>Two Federal Reserve officials hinted at supporting a pause in rate hike, while another policymaker said the Fed may have more work to do in combating inflation.</p><p>\"The Fed may have more work to do to push inflation down,\" Minneapolis Fed President Neel Kashkari said at a discussion in St. Paul, Minnesota, on Monday.</p><p>He said, \"The labor market is still very hot, and we haven't seen a significant cooling. This tells me that we still have a long way to go before inflation comes down.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e20937c10116dcd2556a8dfb3195b9\" tg-width=\"550\" tg-height=\"366\"/></p><p>　　<strong>Morgan Stanley strategist Wilson: The debt ceiling debate will trigger sharp stock market volatility.</strong></p><p>Michael Wilson, one of the most pessimistic voices on Wall Street and a strategist at Morgan Stanley, predicts that the debate over raising the U.S. government's $31.4 trillion borrowing ceiling will trigger sharp volatility in the stock market.</p><p>Most clients “believe things will eventually be resolved, but things are unlikely to be calm in the short term,” Wilson wrote in a report, adding that many clients believe this is a “lose-lose situation” for the market.</p><p>Wilson, who accurately predicted the 2022 U.S. stock market decline, said that given the S&P 500's recent historical sensitivity to liquidity changes, raising the debt ceiling even before the so-called \"deadline\" (the day the U.S. Treasury runs out of cash) could squeeze liquidity and cause the index to fall.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f73df55e8cc6db5a6605cd22e8602e4\" tg-width=\"550\" tg-height=\"309\"/></p><p>　　<strong>Economic recession? The profits of American companies indicate that a recession is coming.</strong></p><p>As the U.S. economy teeters on the brink of recession, Wall Street is already enduring its longest decline in corporate profits in seven years.</p><p>As the first-quarter earnings season draws to a close, profits for S&P 500 companies are expected to fall by an average of 3.7% year-over-year. Although the compiled data shows that 78% of companies earned more than expected, the above figures are not that impressive given that analysts lowered their expectations before the start of the quarter.</p><p>More importantly, this marks the second consecutive quarter of decline in U.S. corporate profits. According to the compiled data, pessimistic forecasts for corporate profits are now concentrated in the April-June period, during which profits are expected to decline by 7.3%. Analysts believe that the pressure from rising interest rates and shrinking consumer demand will continue into the third quarter of 2023, when earnings were previously predicted to begin to recover.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/267741ae123e1e49da3df7d8a8339545\" tg-width=\"550\" tg-height=\"310\"/></p><p>　　<strong>Microsoft's $69 billion acquisition of Activision Blizzard received EU approval</strong></p><p>Microsoft's $69 billion acquisition of Activision Blizzard has been approved by the European Union. Just a few weeks ago, the UK's mergers and acquisitions regulator made a shocking decision to reject the largest deal in the gaming industry's history.</p><p>The European Commission stated that its own analysis shows the deal will not harm competition, as Microsoft has pledged to allow cloud competitors to offer blockbuster products such as Call of Duty on their own platforms within ten years.</p><p>The EU's approval is the exact opposite of the UK's Competition and Markets Authority's decision last month. The US Federal Trade Commission also sought to block the deal last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdcfd2c59fc6d8f8381cc08da4d03ad2\" tg-width=\"550\" tg-height=\"275\"/></p><p>　　<strong>US billionaire Jones says the Fed's rate hike is over and the stock market will rise this year.</strong></p><p>Billionaire Paul Tudor Jones says the Federal Reserve's rate hike is over and the stock market will rise this year even if the economy slows.</p><p>The Federal Reserve \"may declare victory,\" Jones, founder of Tudor Investment Corp., said in an interview. He also stated that the inflation rate has slowed for 12 consecutive months, \"which has never happened before in history.\"</p><p>Although Jones said the economy could fall into recession in the third or fourth quarter, he expects the stock market to rise this year. “I’m not fanatically bullish because I think it will be a slow process,” he said, comparing this period to June 2006, when the Federal Reserve stopped rate hike and the stock market rose for another year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc976f43904b9f5117812c5b6af093bf\" tg-width=\"550\" tg-height=\"331\"/></p><p>　　<strong>EU raises eurozone inflation forecast due to soaring core prices</strong></p><p>The European Commission has sharply raised its eurozone inflation outlook and warned of \"ongoing challenges\" despite the EU's acknowledgement of the eurozone's economic resilience.</p><p>EU officials pointed to strong underlying inflationary pressures and raised their CPI forecasts for this year to 5.8% and for 2024 to 2.8%. EU officials have also raised their economic growth forecasts for the outlook period.</p><p>The key to raising the inflation outlook is that the European Commission raised its core inflation rate assessment, which excludes volatile items such as food, by 3/4 percentage points. EU officials say core inflation will exceed headline inflation this year and next.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/world/2023-05-16/doc-imytwxhn0257279.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7a33184d7855ac67453e4cfc76fb770c","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0080751232.USD":"富达环球多元动力基金A","BK4538":"云计算","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4548":"巴美列捷福持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","MSFT":"微软","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4525":"远程办公概念","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4561":"索罗斯持仓","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4554":"元宇宙及AR概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus",".DJI":"道琼斯","LU0109391861.USD":"富兰克林美国机遇基金A Acc",".IXIC":"NASDAQ Composite","BK4503":"景林资产持仓","BK4576":"AR","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金",".SPX":"S&P 500 Index","BK4566":"资本集团","LU0072462426.USD":"贝莱德全球配置 A2","LU0106831901.USD":"贝莱德世界金融基金A2","LU0079474960.USD":"联博美国增长基金A","BK4528":"SaaS概念","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4535":"淡马锡持仓"},"source_url":"https://finance.sina.com.cn/world/2023-05-16/doc-imytwxhn0257279.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2335881808","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储官员暗示加息或按兵不动都有理由 但降息并非考虑选项       2、摩根士丹利策略师Wilson：债务上限之争将引发股市剧烈波动       3、经济衰退？从美国企业的获利得知衰退已经来了 　　4、微软对动视暴雪690亿美元的收购交易获得欧盟批准 　　5、美亿万富翁Jones称美联储加息已完结 股市今年会涨       6、欧盟上调欧元区通胀预期 因核心价格飙升　　美联储官员暗示加息或按兵不动都有理由 但降息并非考虑选项　　两位美联储官员暗示支持暂停加息，另一位决策者则表示，美联储在打击通胀方面可能还有更多工作要做。　　明尼阿波利斯联储行长Neel Kashkari周一在明尼苏达州圣保罗举行的讨论会上表示：“美联储在推动通胀回落方面可能有更多工作要做”。 　　他说，“劳动力市场仍然很热，我们没有看到明显降温。这告诉我，在通胀回落之前我们还有很长的路要走”。　　摩根士丹利策略师Wilson：债务上限之争将引发股市剧烈波动　　华尔街最悲观的声音之一、摩根士丹利策略师Michael Wilson预计，针对提高美国政府31.4万亿美元借款上限的争论将引发股市剧烈波动。　　大多数客户“相信事情最终会得到解决，但短期内不可能风平浪静，” Wilson在一份报告中写道，并补充说，许多客户认为此事对“市场是双输”。　　准确预测了2022年美国股市下跌的Wilson表示，鉴于近期历史上标普500指数对流动性变化的敏感度，即使在所谓的“大限日”（美国财政部现金耗尽的那一天）之前提高债务上限，也可能挤压流动性并导致该指数下跌。　　经济衰退？从美国企业的获利得知衰退已经来了　　随着美国经济在衰退的边缘载沉载浮，华尔街已经在忍受七年来持续最久的企业利润下滑。　　随着第一季度财报季接近尾声，标普500指数成分股公司的获利料同比平均下跌3.7%。虽然汇编的数据显示，78%的公司获利超出预期，但鉴于分析师在该季度开始前下调预期，因此上述数据其实没有那么令人印象深刻。　　更重要的是，这是美国企业盈利连续第二个季度下滑。根据汇编的数据，对企业获利的悲观预估现在集中在4月至6月期间，预计这段期间的利润将下滑7.3%。分析师认为，利率上升和消费者需求萎缩带来的压力将延续到2023年第三季度，此前的预测是届时盈利将开始复苏。　　微软对动视暴雪690亿美元的收购交易获得欧盟批准　　微软对动视暴雪690亿美元的收购交易获得了欧盟的批准。就在几周前，英国并购监管机构做出了令人震惊的决定，否决了这笔游戏行业有史以来规模最大的交易。　　欧盟委员会表示，其自身份析显示，这笔交易不会损害竞争，因为微软承诺十年内让云领域的竞争对手在他们自己的平台上提供《使命召唤》等重磅产品。　　欧盟的批准与英国竞争和市场管理局上月的决定刚好相反。美国联邦贸易委员会去年也寻求阻止这笔交易。　　美亿万富翁Jones称美联储加息已完结 股市今年会涨　　亿万富翁Paul Tudor Jones表示，美联储加息已完结，即使经济放缓，股市今年也会涨。　　美联储“可能会宣布获胜，”Tudor Investment Corp．创始人Jones在接受采访时表示。他还表示，通胀率已经连续12个月放缓，“这在历史上从未有过。”　　尽管Jones表示经济可能在第三或第四季度陷入衰退，但他预计股市今年会涨。“我并非狂热看涨，因为我认为这将是一个缓慢的过程，”他说，并把这段时间与2006年6月相比，当时美联储停止加息，股市又涨了一年。　　欧盟上调欧元区通胀预期 因核心价格飙升　　欧盟委员会大幅上调了欧元区通胀前景，并警告称存在 “持续挑战”，尽管欧盟承认欧元区经济强韧。　　欧盟官员指出基础通胀压力强劲，将今年CPI预测上调至上涨5.8%，2024年的预测上调至上涨2.8%。欧盟官员也上调了展望期内的经济增长预测。　　上调通胀前景的关键在于，欧盟委员会将剔除了食品等波动性项目的核心通胀率评估上调了3/4个百分点。欧盟官员表示，今年和明年的核心通胀将超过总体通胀。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"ATVI":1,".SPX":0.9,"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":4435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":652928842,"gmtCreate":1684231591288,"gmtModify":1684231591288,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652928842","repostId":"2335848652","repostType":4,"repost":{"id":"2335848652","kind":"highlight","pubTimestamp":1684192789,"share":"https://ttm.financial/m/news/2335848652?lang=en_US&edition=fundamental","pubTime":"2023-05-16 07:19","market":"us","language":"zh","title":"In the first quarter, Hillhouse Capital (HHLR) further increased its investment in several Chinese concept stocks, with Pinduoduo becoming its second-largest holding and Huazhu Group entering the top ten.","url":"https://stock-news.laohu8.com/highlight/detail?id=2335848652","media":"华尔街见闻","summary":"一季度高瓴增持最多的是拼多多，持股较四季度增长266%，刚建仓华住酒店305万股就晋升十大重仓股之一，加仓阿里21%；一季度减持最多的是京东，持股减少63%，在十大重仓股中排名从第二降至第十；一季度新进百度、理想汽车；加仓美国科技股微软、亚马逊、AMD。","content":"<p><html><head></head><body>Abstract: Hillhouse Capital's largest increase in holdings in the first quarter was...<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Holdings increased by 266% compared to the fourth quarter; newly established position.<a href=\"https://laohu8.com/S/HTHT\">Huazhu</a>With 3.05 million shares of the hotel, it became one of the top ten holdings, increasing its holdings in Alibaba by 21%. The company with the largest reduction in holdings in the first quarter was<a href=\"https://laohu8.com/S/JD\">JD.com</a>Its shareholding decreased by 63%, and its ranking among the top ten holdings dropped from second to tenth; New entrants in the first quarter<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>； Increase holdings in US technology stocks<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, AMD. On Monday, May 15, Eastern Time, HHLR Advisors, a fund management firm under Hillhouse Capital specializing in secondary investments, released its 13F filing, disclosing that it continued to concentrate its allocation to Chinese concept stocks in the first quarter of this year, with some of its heavily invested Chinese concept stocks rising in ranking.</p><p>This position filing with the U.S. Securities and Exchange Commission shows that the market value of Hillhouse Capital HHLR's (hereinafter referred to as \"Hillhouse Capital\") positions increased by nearly 20% in the first quarter compared to the fourth quarter of last year, with a total of [amount missing] in the first quarter, including...<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Nine Chinese concept stocks, including [others], underwent operations such as increasing their holdings and making new purchases.</p><p>As of the end of the first quarter, Hillhouse Capital's top ten holdings were:</p><p>I.<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>(BGNE); II. Pinduoduo (PDD); III.<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>Looking for a house (BEKE); IV.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA); V. Cloud software giants<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>(Salesforce, Code CRM); VI. DoorDash (DASH), the \"American version of Meituan\"; VII. Freeport-McMoRan (code FCX), a mining and oil and gas resources company; 8.<a href=\"https://laohu8.com/S/LEGN\">Legendary Creatures</a>(LEGN); IX.<a href=\"https://laohu8.com/S/HTHT\">Huazhu</a>Hotel Group (HTHT);<a href=\"https://laohu8.com/S/JD\">JD.com</a>(JD). Similar to the fourth quarter of last year, seven of Hillhouse Capital's top ten holdings in the first quarter were Chinese concept stocks. Among them,<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Its holdings remain in first place.<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>Its rankings with Alibaba remained unchanged, ranking third and fourth respectively. Pinduoduo's ranking rose from eighth to second, while JD.com, its second-largest holding in the fourth quarter, dropped to tenth.<a href=\"https://laohu8.com/S/LEGN\">Legendary Creatures</a>Huazhu Hotels dropped from sixth to eighth place, a newcomer to the top ten, ranking fifth in the fourth quarter.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It fell out of the top ten.</p><p>Among non-Chinese concept stocks,<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>DoorDash's holdings rose from ninth to fifth, DoorDash's ranking rose from tenth to sixth, and Freeport McMurray's ranking remained unchanged from the fourth quarter.</p><p><h2>Continuing to increase holdings in Alibaba and Pinduoduo, Pinduoduo's holdings doubled; Huazhu rose to the top ten after just establishing a position.</h2>By the end of the first quarter of this year, Chinese concept stocks accounted for nearly 70% of Hillhouse Capital's total US stock holdings, the same proportion as at the end of the fourth quarter of last year.</p><p>The stock with the largest increase in holdings by Hillhouse Capital in the first quarter was Pinduoduo. Hillhouse Capital significantly increased its holdings in Pinduoduo by nearly 7.74 million shares in the quarter, a 266% increase compared to the fourth quarter of last year. The total number of shares held increased by 10.64 million shares, with a market value of nearly US$808 million at the end of the quarter, making it Hillhouse Capital's second largest holding. Its proportion in the portfolio rose from 5% in the fourth quarter to 14.32%.</p><p>In the first quarter, Hillhouse Capital's holdings in Alibaba increased by more than 660,000 shares, or 21%, compared to the previous quarter. At the end of the quarter, it held more than 3.78 million shares, with a market value of nearly $390 million. Its proportion in its portfolio rose from 5.81% in the fourth quarter to 6.86%.</p><p>This marks the third consecutive quarter that Hillhouse Capital has increased its holdings in Pinduoduo and Alibaba, following its establishment in the second quarter of last year.</p><p>Wall Street Insights previously mentioned that in the first quarter of last year, Hillhouse Capital sold off its holdings in Alibaba and Pinduoduo. In the second quarter, it bought 1.89 million shares and 1.39 million shares respectively. In the third quarter, it increased its holdings in Pinduoduo by more than 600,000 shares, bringing Pinduoduo's holdings into the top ten. At the same time, it increased its holdings in Alibaba by nearly 350,000 shares, raising Alibaba's holdings from eighth to eighth place.</p><p>It is worth mentioning that in the 13F holdings report released by Greenwoods Asset Management last week, the top holding was Pinduoduo, which held a total of 4.239 million shares in the first quarter, with a market value of US$322 million. Among Greenwood's top ten holdings, six are Chinese concept stocks, all of which have strong internet attributes.</p><p>In the first quarter, Beike was the second largest increase in holdings among older companies, after Pinduoduo. It increased its holdings by 10.18 million shares, a 48% increase compared to the fourth quarter of last year. At the end of the quarter, its market value exceeded US$588 million, accounting for 10.43% of the portfolio.</p><p>In the first quarter, Huazhu, as a newly established stock, had just had 3.05 million shares added to its holdings by Hillhouse Capital, making it one of the top ten holdings. At the end of the quarter, its market value exceeded US$164 million, accounting for 2.92% of the portfolio, making it the Chinese concept stock that Hillhouse Capital bet on the most in the first quarter, second only to Pinduoduo and Beike.</p><p>Data shows that Huazhu Group's stock price rose by 15.46% in the first quarter of this year. Public data shows that during the May Day holiday, the average booking rate of Huazhu Group's hotels nationwide reached 90%, with the average booking rate of Intercity hotels Intercity Hotel, Orange Crystal, and Manxin exceeding 80%.</p><p><h2>New<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Significantly reduced holdings in JD.com<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a></h2>In the first quarter, Hillhouse Capital increased its holdings in 23 new US stocks, while reducing and adjusting its holdings in 27 US stocks based on market changes. Besides Chinese concept stocks, technology remains HHLR's main investment logic. In addition to Salesforce and DoorDash remaining among its top ten holdings, HHLR also increased its holdings in the first quarter.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>He has just joined AMD.</p><p>Among Chinese concept stocks, Hillhouse Capital newly acquired two Chinese concept stocks, Baidu and Li Auto, in the quarter, purchasing nearly 406,000 shares of Baidu, with a market value of over US$61.2 million at the end of the quarter, accounting for 0.83% of its portfolio. It bought more than 1.04 million shares of Li Auto, with a market capitalization of more than $25.72 million at the end of the quarter, accounting for 0.46% of its portfolio.</p><p>The stock with the largest reduction in holdings by Hillhouse Capital in the first quarter was JD.com, with its holdings decreasing by more than 4.22 million shares, or 63%, compared to the fourth quarter. At the end of the quarter, its holdings dropped to nearly 2.4 million shares, with a market value of over $105 million. Its proportion in its portfolio decreased from 7.85% in the fourth quarter to 1.87%. Last Friday, Greenwoods also announced a reduction in its holdings in JD.com in the first quarter.</p><p>Vipshop had the second largest share reduction in the first quarter, second only to JD.com. In the quarter, its holdings in Vipshop decreased by nearly 16.68 million shares, a drop of 87%, to 2.3 million shares, with a market value of nearly $35 million. Its proportion in the portfolio decreased from 5.47% in the fourth quarter to 0.62%, and its holdings ranking dropped from fifth in the fourth quarter to 23rd.</p><p>Recent reports show that institutions such as Bridgewater and George Soros also made significant portfolio adjustments in the first quarter, with Bridgewater reducing its holdings in Vanguard in the first quarter.<a href=\"https://laohu8.com/S/EMHD.UK\">FTSE Emerging Markets ETF</a>Pinduoduo<a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>International and other goals; As of the end of the first quarter, the Soros Fund increased its holdings in 31 stocks, sold off 89 stocks, and reduced its holdings in 54 stocks.</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>In the first quarter, Hillhouse Capital (HHLR) further increased its investment in several Chinese concept stocks, with Pinduoduo becoming its second-largest holding and Huazhu Group entering the top ten.</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\">\nIn the first quarter, Hillhouse Capital (HHLR) further increased its investment in several Chinese concept stocks, with Pinduoduo becoming its second-largest holding and Huazhu Group entering the top ten.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-16 07:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Hillhouse Capital's largest increase in holdings in the first quarter was...<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Holdings increased by 266% compared to the fourth quarter; newly established position.<a href=\"https://laohu8.com/S/HTHT\">Huazhu</a>With 3.05 million shares of the hotel, it became one of the top ten holdings, increasing its holdings in Alibaba by 21%. The company with the largest reduction in holdings in the first quarter was<a href=\"https://laohu8.com/S/JD\">JD.com</a>Its shareholding decreased by 63%, and its ranking among the top ten holdings dropped from second to tenth; New entrants in the first quarter<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>； Increase holdings in US technology stocks<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, AMD. On Monday, May 15, Eastern Time, HHLR Advisors, a fund management firm under Hillhouse Capital specializing in secondary investments, released its 13F filing, disclosing that it continued to concentrate its allocation to Chinese concept stocks in the first quarter of this year, with some of its heavily invested Chinese concept stocks rising in ranking.</p><p>This position filing with the U.S. Securities and Exchange Commission shows that the market value of Hillhouse Capital HHLR's (hereinafter referred to as \"Hillhouse Capital\") positions increased by nearly 20% in the first quarter compared to the fourth quarter of last year, with a total of [amount missing] in the first quarter, including...<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Nine Chinese concept stocks, including [others], underwent operations such as increasing their holdings and making new purchases.</p><p>As of the end of the first quarter, Hillhouse Capital's top ten holdings were:</p><p>I.<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>(BGNE); II. Pinduoduo (PDD); III.<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>Looking for a house (BEKE); IV.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA); V. Cloud software giants<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>(Salesforce, Code CRM); VI. DoorDash (DASH), the \"American version of Meituan\"; VII. Freeport-McMoRan (code FCX), a mining and oil and gas resources company; 8.<a href=\"https://laohu8.com/S/LEGN\">Legendary Creatures</a>(LEGN); IX.<a href=\"https://laohu8.com/S/HTHT\">Huazhu</a>Hotel Group (HTHT);<a href=\"https://laohu8.com/S/JD\">JD.com</a>(JD). Similar to the fourth quarter of last year, seven of Hillhouse Capital's top ten holdings in the first quarter were Chinese concept stocks. Among them,<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Its holdings remain in first place.<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>Its rankings with Alibaba remained unchanged, ranking third and fourth respectively. Pinduoduo's ranking rose from eighth to second, while JD.com, its second-largest holding in the fourth quarter, dropped to tenth.<a href=\"https://laohu8.com/S/LEGN\">Legendary Creatures</a>Huazhu Hotels dropped from sixth to eighth place, a newcomer to the top ten, ranking fifth in the fourth quarter.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It fell out of the top ten.</p><p>Among non-Chinese concept stocks,<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>DoorDash's holdings rose from ninth to fifth, DoorDash's ranking rose from tenth to sixth, and Freeport McMurray's ranking remained unchanged from the fourth quarter.</p><p><h2>Continuing to increase holdings in Alibaba and Pinduoduo, Pinduoduo's holdings doubled; Huazhu rose to the top ten after just establishing a position.</h2>By the end of the first quarter of this year, Chinese concept stocks accounted for nearly 70% of Hillhouse Capital's total US stock holdings, the same proportion as at the end of the fourth quarter of last year.</p><p>The stock with the largest increase in holdings by Hillhouse Capital in the first quarter was Pinduoduo. Hillhouse Capital significantly increased its holdings in Pinduoduo by nearly 7.74 million shares in the quarter, a 266% increase compared to the fourth quarter of last year. The total number of shares held increased by 10.64 million shares, with a market value of nearly US$808 million at the end of the quarter, making it Hillhouse Capital's second largest holding. Its proportion in the portfolio rose from 5% in the fourth quarter to 14.32%.</p><p>In the first quarter, Hillhouse Capital's holdings in Alibaba increased by more than 660,000 shares, or 21%, compared to the previous quarter. At the end of the quarter, it held more than 3.78 million shares, with a market value of nearly $390 million. Its proportion in its portfolio rose from 5.81% in the fourth quarter to 6.86%.</p><p>This marks the third consecutive quarter that Hillhouse Capital has increased its holdings in Pinduoduo and Alibaba, following its establishment in the second quarter of last year.</p><p>Wall Street Insights previously mentioned that in the first quarter of last year, Hillhouse Capital sold off its holdings in Alibaba and Pinduoduo. In the second quarter, it bought 1.89 million shares and 1.39 million shares respectively. In the third quarter, it increased its holdings in Pinduoduo by more than 600,000 shares, bringing Pinduoduo's holdings into the top ten. At the same time, it increased its holdings in Alibaba by nearly 350,000 shares, raising Alibaba's holdings from eighth to eighth place.</p><p>It is worth mentioning that in the 13F holdings report released by Greenwoods Asset Management last week, the top holding was Pinduoduo, which held a total of 4.239 million shares in the first quarter, with a market value of US$322 million. Among Greenwood's top ten holdings, six are Chinese concept stocks, all of which have strong internet attributes.</p><p>In the first quarter, Beike was the second largest increase in holdings among older companies, after Pinduoduo. It increased its holdings by 10.18 million shares, a 48% increase compared to the fourth quarter of last year. At the end of the quarter, its market value exceeded US$588 million, accounting for 10.43% of the portfolio.</p><p>In the first quarter, Huazhu, as a newly established stock, had just had 3.05 million shares added to its holdings by Hillhouse Capital, making it one of the top ten holdings. At the end of the quarter, its market value exceeded US$164 million, accounting for 2.92% of the portfolio, making it the Chinese concept stock that Hillhouse Capital bet on the most in the first quarter, second only to Pinduoduo and Beike.</p><p>Data shows that Huazhu Group's stock price rose by 15.46% in the first quarter of this year. Public data shows that during the May Day holiday, the average booking rate of Huazhu Group's hotels nationwide reached 90%, with the average booking rate of Intercity hotels Intercity Hotel, Orange Crystal, and Manxin exceeding 80%.</p><p><h2>New<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Significantly reduced holdings in JD.com<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a></h2>In the first quarter, Hillhouse Capital increased its holdings in 23 new US stocks, while reducing and adjusting its holdings in 27 US stocks based on market changes. Besides Chinese concept stocks, technology remains HHLR's main investment logic. In addition to Salesforce and DoorDash remaining among its top ten holdings, HHLR also increased its holdings in the first quarter.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>He has just joined AMD.</p><p>Among Chinese concept stocks, Hillhouse Capital newly acquired two Chinese concept stocks, Baidu and Li Auto, in the quarter, purchasing nearly 406,000 shares of Baidu, with a market value of over US$61.2 million at the end of the quarter, accounting for 0.83% of its portfolio. It bought more than 1.04 million shares of Li Auto, with a market capitalization of more than $25.72 million at the end of the quarter, accounting for 0.46% of its portfolio.</p><p>The stock with the largest reduction in holdings by Hillhouse Capital in the first quarter was JD.com, with its holdings decreasing by more than 4.22 million shares, or 63%, compared to the fourth quarter. At the end of the quarter, its holdings dropped to nearly 2.4 million shares, with a market value of over $105 million. Its proportion in its portfolio decreased from 7.85% in the fourth quarter to 1.87%. Last Friday, Greenwoods also announced a reduction in its holdings in JD.com in the first quarter.</p><p>Vipshop had the second largest share reduction in the first quarter, second only to JD.com. In the quarter, its holdings in Vipshop decreased by nearly 16.68 million shares, a drop of 87%, to 2.3 million shares, with a market value of nearly $35 million. Its proportion in the portfolio decreased from 5.47% in the fourth quarter to 0.62%, and its holdings ranking dropped from fifth in the fourth quarter to 23rd.</p><p>Recent reports show that institutions such as Bridgewater and George Soros also made significant portfolio adjustments in the first quarter, with Bridgewater reducing its holdings in Vanguard in the first quarter.<a href=\"https://laohu8.com/S/EMHD.UK\">FTSE Emerging Markets ETF</a>Pinduoduo<a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>International and other goals; As of the end of the first quarter, the Soros Fund increased its holdings in 31 stocks, sold off 89 stocks, and reduced its holdings in 54 stocks.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3688806\">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/93cd21a94b4a0f66b8d7b7a1807a17ff","relate_stocks":{"LU1242518931.SGD":"Fullerton Lux Funds - 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ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","BIDU":"百度","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4504":"桥水持仓","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","MSFT":"微软","BK4142":"酒店、度假村与豪华游轮","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK4588":"碎股","LU0048580855.USD":"富达大中华区A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK4548":"巴美列捷福持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3688806","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335848652","content_text":"摘要：一季度高瓴增持最多的是拼多多，持股较四季度增长266%，刚建仓华住酒店305万股就晋升十大重仓股之一，加仓阿里21%；一季度减持最多的是京东，持股减少63%，在十大重仓股中排名从第二降至第十；一季度新进百度、理想汽车；加仓美国科技股微软、亚马逊、AMD。美东时间5月15日周一，高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布13F文件，披露今年第一季度继续集中配置中概股，部分重仓的中概股排名提升。这份递交美国证监会的持仓文件显示，高瓴HHLR（下称“高瓴”）一季度的持仓市值规模较去年第四季度提升了近20%，一季度共对包括阿里巴巴、拼多多在内的九只中概股进行了增持与新进买入等操作。截至一季度末，高瓴的十大重仓股分别是：一、百济神州（BGNE）；二、拼多多（PDD）；三、贝壳找房（BEKE）；四、阿里巴巴（BABA）；五、云软件巨头赛富时（Salesforce、代码CRM）；六、“美版美团”DoorDash（DASH）；七、矿产和油气资源公司自由港麦克莫兰（Freeport-McMoRan、代码FCX）；八、传奇生物（LEGN）；九、华住酒店集团（HTHT）；京东（JD）。和去年第四季度一样，一季度高瓴十大重仓股中也有七只中概股。其中，百济神州的持仓依然排在第一位，贝壳和阿里的排名也保持不变，分别位居第三和第四，拼多多的排名从第八升至第二，四季度的第二大重仓股京东排名降至第十，传奇生物排名从第六降至第八，华住酒店是前十位中的新面孔，四季度排名第五的唯品会跌出前十。非中概股中，赛富时的持仓排名从第九升至第五，DoorDash的排名从第十升至第六，自由港麦克莫兰的排名持平四季度。继续加仓阿里、拼多多 拼多多持仓翻倍 刚建仓华住就晋升前十到今年一季度末，在高瓴的全部美股持仓中，中概股合计持有市值占比接近70%，占比持平去年四季度末。一季度高瓴增持最多的个股当属拼多多。当季大幅增持拼多多近774万股，较去年四季度持股数增长266%，持股总数增持1064万股，季末市值近8.08亿美元，由此成为高瓴第二大重仓股，在投资组合中的占比从四季度的5%升至14.32%。一季度高瓴对阿里巴巴的持股环比增加66万多股，增幅21%，季末持有超过378万股，市值近3.9亿美元，在投资组合中的占比从四季度的5.81%升至6.86%。这是在去年二季度建仓后高瓴连续第三个季度加仓拼多多和阿里。华尔街见闻曾提到，去年一季度，高瓴清仓阿里巴巴和拼多多，二季度又抄底、再度建仓，分别买入189万股和139万股，三季度增持拼多多超过60万股，使拼多多持仓跻身前十，同时增持阿里将近35万股，阿里的持仓从第八位升至第八位。值得一提的是，在上周景林资产公布的13F持仓报告中，头号重仓股就是拼多多，其一季度共持有423.9万股，市值3.22亿美元。在景林的十大重仓股中，中概股占六席，均有较强的互联网属性。一季度贝壳是仅次于拼多多的高龄第二大增持个股，当季增持1018万股，持股数较去年四季度环比增长48%，季末市值超过5.88亿美元，在投资组合中占比10.43%。一季度，作为新建仓的个股，华住刚被高瓴建仓305万股，就跻身十大重仓股行列，季末市值超过1.64亿美元，在投资组合中占比2.92%，成为仅次于拼多多和贝壳的一季度高瓴押注最多中概股。数据显示今年一季度华住股价上涨15.46%，公开资料显示“五一”期间华住集团在全国的酒店平均预订率达90%，其中城际酒店Intercity Hotel、桔子水晶、漫心的平均预订率超过80%。新进百度、理想汽车 大幅减持京东、唯品会高瓴一季度共增持、新进了23只美股标的，同时根据市场变化对27只美股标的进行了减持调整。除中概股外，科技仍旧是HHLR的主要投资逻辑，除了赛富时、DoorDash依旧出现在十大重仓股外，HHLR在一季度还增持了微软、亚马逊，新进了AMD。中概股中，高瓴当季新进了两只中概股百度和理想汽车，其中买入百度将近40.6万股，季末市值超过6120万美元，在投资组合中占比0.83%；买入理想汽车超过104万股，季末市值超过2572万美元，在投资组合中占比0.46%。高瓴一季度减持最多的个股是京东，当季持股较四季度减少超过422万股，降幅63%，季末持股降至近240万股，市值超过1.05亿美元，在投资组合中的占比从四季度的7.85%降至1.87%。上周五，景林也公布一季度减持京东。一季度减持规模仅次于京东是唯品会。当季对唯品会的持股环比减少近1668万股，降幅87%，持股降至230万股，市值近3500万美元，在投资组合中的占比从四季度的5.47%降至0.62%，持仓排名从四季度的第五降至第23位。新近报告显示，桥水、索罗斯等机构一季度也进行了较明显的调仓，桥水在一季度减持了先锋领航富时新兴市场ETF，拼多多、亿滋国际等标的；索罗斯基金截至一季度末增持31只股票，清仓89只股票，减持54只股票。","news_type":1,"symbols_score_info":{"PDD":1,"JD":0.9,"BIDU":0.9,"AMZN":0.9,"MSFT":0.9,"HTHT":1,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":652928347,"gmtCreate":1684231544391,"gmtModify":1684231544391,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652928347","repostId":"2335860452","repostType":4,"repost":{"id":"2335860452","kind":"highlight","pubTimestamp":1684159340,"share":"https://ttm.financial/m/news/2335860452?lang=en_US&edition=fundamental","pubTime":"2023-05-15 22:02","market":"us","language":"zh","title":"Assembling ammunition to bet on a Fed rate cut? Be careful not to be violently swept away!","url":"https://stock-news.laohu8.com/highlight/detail?id=2335860452","media":"金十数据","summary":"美联储存在“制度性疤痕组织”，这才是美联储不会快速转向的真正原因。","content":"<p><html><head></head><body><strong>Cooling inflation and the banking crisis have led the market to bet that the Federal Reserve will begin cutting interest rates this summer. Little do they know that the Fed has \"institutional scar tissue,\" which is the real reason why the Fed will not turn around quickly...</strong>Analysts say the Federal Reserve appears poised to keep its benchmark interest rate at its highest level in years, disappointing investors who had hoped to begin cutting rates this summer.</p><p>Federal funds futures market pricing as of last Friday indicates that<strong>Traders believe there is a close to 40% chance that policymakers will cut the benchmark interest rate by 25 basis points to 4.75%-5% at their July 26 meeting.</strong>。</p><p><strong>With the release of the inflation report in April and<a href=\"https://laohu8.com/S/PACW\">Westpacific United Bank</a>Following another sell-off in regional bank stocks, the probability of betting on a Federal Reserve rate cut in July rose to nearly 50% in the past week.</strong>Mike Skordeles, head of U.S. economics at Trust Advisory Services, said in an interview:</p><p>“I don’t think the expectation of a rate cut is wrong, but I oppose the expectation of a rate cut in July.” Although inflation continues to decline to a large extent, falling to 4.9% in April this year after peaking at 9.1% last June, it is still higher than the Federal Reserve’s 2% target.</p><p>Meanwhile, the labor market remains strong, which Skodels said would prompt the Federal Reserve to pause rate hike until at least the end of 2023. However, he added,<strong>There might even be another rate hike in June.</strong>。</p><p>Sam Stovall, chief investment strategist at CFRA Research, said:</p><p>“The Federal Reserve typically cuts interest rates within an average of nine months after the last rate hike. So we can only say that we believe the first rate cut will come in early 2024,” Skodels noted.<strong>The Federal Reserve has \"institutional scar tissue (referring to overreacting to situations that are unlikely to happen again),\" which makes it unlikely that it will suddenly turn from 10 consecutive rate hike to cutting interest rates within two months.</strong>He pointed out that the Federal Reserve has made policy mistakes in the past few decades. Stovall also stated:</p><p>“The Federal Reserve has been telling us that they don’t want to make the mistakes of the late 1970s and early 1980s.” At the time, policymakers believed that they had brought high inflation under control after the first round of rate hike and subsequently began cutting interest rates, which triggered another acceleration in inflation. Stovall said:</p><p>“They had to start rate hike again. It’s like a firefighter putting out a fire and turning off the hose prematurely,” the CFRA strategist said. He added that overheated inflation is unsettling the Federal Reserve, and some investors are uneasy about interest rates remaining high.<strong>This is because the market generally expects economic growth to slow down and credit to tighten following the banking crisis.</strong></p><p>Investors are also watching whether Congress will raise the debt ceiling, with the deadline as early as June 1.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Chief executive Dimon warned last week that failure to raise the debt ceiling in a timely manner \"could be disastrous.\"</p><p>At the same time,<strong>Before the Federal Reserve meets again on June 13-14, a wealth of data will be released, including PCE inflation data and the May non-farm payrolls report.</strong>。 Currently, traders expect the Federal Reserve to have a close to 90% chance of maintaining its benchmark interest rate at 5%-5.25% in June.</p><p>'There's so much data to digest,' Schodels said.<strong>It is too early to conclude that the Federal Reserve will not rate hike again next month.</strong>。 He said:</p><p>“For them, the threshold for rate hike is high, but the threshold for interest rate cuts is even higher,” Skodels said.<strong>The factor that may drive interest rate cuts is the unemployment rate (rising).</strong>This could happen before the end of this year. He believes that nothing is simpler and clearer than a negative monthly employment report.</p><p></body></html></p>","source":"xnew_highlight","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>Assembling ammunition to bet on a Fed rate cut? Be careful not to be violently swept away!</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\">\nAssembling ammunition to bet on a Fed rate cut? Be careful not to be violently swept away!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-05-15 22:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Cooling inflation and the banking crisis have led the market to bet that the Federal Reserve will begin cutting interest rates this summer. Little do they know that the Fed has \"institutional scar tissue,\" which is the real reason why the Fed will not turn around quickly...</strong>Analysts say the Federal Reserve appears poised to keep its benchmark interest rate at its highest level in years, disappointing investors who had hoped to begin cutting rates this summer.</p><p>Federal funds futures market pricing as of last Friday indicates that<strong>Traders believe there is a close to 40% chance that policymakers will cut the benchmark interest rate by 25 basis points to 4.75%-5% at their July 26 meeting.</strong>。</p><p><strong>With the release of the inflation report in April and<a href=\"https://laohu8.com/S/PACW\">Westpacific United Bank</a>Following another sell-off in regional bank stocks, the probability of betting on a Federal Reserve rate cut in July rose to nearly 50% in the past week.</strong>Mike Skordeles, head of U.S. economics at Trust Advisory Services, said in an interview:</p><p>“I don’t think the expectation of a rate cut is wrong, but I oppose the expectation of a rate cut in July.” Although inflation continues to decline to a large extent, falling to 4.9% in April this year after peaking at 9.1% last June, it is still higher than the Federal Reserve’s 2% target.</p><p>Meanwhile, the labor market remains strong, which Skodels said would prompt the Federal Reserve to pause rate hike until at least the end of 2023. However, he added,<strong>There might even be another rate hike in June.</strong>。</p><p>Sam Stovall, chief investment strategist at CFRA Research, said:</p><p>“The Federal Reserve typically cuts interest rates within an average of nine months after the last rate hike. So we can only say that we believe the first rate cut will come in early 2024,” Skodels noted.<strong>The Federal Reserve has \"institutional scar tissue (referring to overreacting to situations that are unlikely to happen again),\" which makes it unlikely that it will suddenly turn from 10 consecutive rate hike to cutting interest rates within two months.</strong>He pointed out that the Federal Reserve has made policy mistakes in the past few decades. Stovall also stated:</p><p>“The Federal Reserve has been telling us that they don’t want to make the mistakes of the late 1970s and early 1980s.” At the time, policymakers believed that they had brought high inflation under control after the first round of rate hike and subsequently began cutting interest rates, which triggered another acceleration in inflation. Stovall said:</p><p>“They had to start rate hike again. It’s like a firefighter putting out a fire and turning off the hose prematurely,” the CFRA strategist said. He added that overheated inflation is unsettling the Federal Reserve, and some investors are uneasy about interest rates remaining high.<strong>This is because the market generally expects economic growth to slow down and credit to tighten following the banking crisis.</strong></p><p>Investors are also watching whether Congress will raise the debt ceiling, with the deadline as early as June 1.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Chief executive Dimon warned last week that failure to raise the debt ceiling in a timely manner \"could be disastrous.\"</p><p>At the same time,<strong>Before the Federal Reserve meets again on June 13-14, a wealth of data will be released, including PCE inflation data and the May non-farm payrolls report.</strong>。 Currently, traders expect the Federal Reserve to have a close to 90% chance of maintaining its benchmark interest rate at 5%-5.25% in June.</p><p>'There's so much data to digest,' Schodels said.<strong>It is too early to conclude that the Federal Reserve will not rate hike again next month.</strong>。 He said:</p><p>“For them, the threshold for rate hike is high, but the threshold for interest rate cuts is even higher,” Skodels said.<strong>The factor that may drive interest rate cuts is the unemployment rate (rising).</strong>This could happen before the end of this year. He believes that nothing is simpler and clearer than a negative monthly employment report.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=112649&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6dd2c6160ba480cf7d52ca8a26057d61","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=112649&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335860452","content_text":"通胀降温和银行业危机令市场押注美联储夏天开始降息，殊不知美联储存在“制度性疤痕组织”，这才是美联储不会快速转向的真正原因……分析师表示，美联储似乎准备让基准利率维持在多年来的最高水平，令期待今年夏天开始降息的投资者感到失望。截至上周五的联邦基金期货市场定价表明，交易员认为，政策制定者在7月26日的会议上将基准利率下调25个基点至4.75%-5%的可能性接近40%。在4月份通胀报告发布以及西太平洋合众银行等地区银行股再次遭遇抛售之后，过去一周，押注美联储7月降息的概率一度升至近50%。信托咨询服务公司美国经济主管斯科德尔斯（Mike Skordeles）在接受采访时表示：“我不认为降息的预期是错误的，但我反对对7月份降息的预期。”尽管通胀率在很大程度上继续呈下降趋势，在去年6月达到9.1%的峰值后，今年4月降至4.9%，但仍高于美联储2%的目标。与此同时，劳动力市场依然强劲，斯科德尔斯称，这将使美联储至少在2023年底之前暂停加息。不过他补充说，6月份甚至有可能再次加息。CFRA Research首席投资策略师斯托瓦尔（Sam Stovall）称：“美联储往往会在最后一次加息后的平均9个月内降息。所以我们只能说，我们认为第一次降息将在2024年初到来。”斯科德尔斯指出，美联储存在“制度性疤痕组织（指对不太可能再次发生的情况过度反应）”，这也使得它不太可能在两个月内从连续10次加息突然转向降息。他指出，美联储在过去几十年里曾出现过政策失误。斯托瓦尔也称：“美联储一直在告诉我们，他们不想犯上世纪70年代末和80年代初的错误。”当时政策制定者认为，在首轮加息后，他们已经控制住了高通胀，随后开始降息，这引发通胀再次加速。斯托瓦尔说：“他们不得不再次开始加息。这就像一名消防员正在扑灭一场大火，结果却过早地关掉了水龙头。”这位CFRA策略师表示，通胀过热令美联储感到不安，一些投资者则对利率维持在高位感到不安，因为市场普遍预期经济增长将放缓，且银行业危机后信贷将收紧。投资者也在关注国会是否会提高债务上限，最后期限最早将在6月1日到来。摩根大通首席执行官戴蒙上周警告称，不及时提高债务上限“可能是灾难性的”。与此同时，在美联储6月13-14日再次召开会议之前，将有大量数据出炉，包括PCE通胀数据和5月非农就业报告。目前，交易员预计，美联储6月份将基准利率维持在5%-5.25%的可能性接近90%。斯科德尔斯说，有这么多数据需要消化，现在就断定美联储下个月不会再次加息还为时过早。他表示：“对他们来说，加息的门槛很高，但降息的门槛更高。”斯科德尔斯表示，可能推动降息的因素是失业率（上升），这可能会在今年年底前出现。他认为，没有什么比月度就业报告出现负值更简单明了的。","news_type":1,"symbols_score_info":{".DJI":1}},"isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656701121,"gmtCreate":1683941978064,"gmtModify":1683941978064,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656701121","repostId":"656269628","repostType":1,"repost":{"id":656269628,"gmtCreate":1683731681766,"gmtModify":1683731727397,"author":{"id":"4132120760765420","authorId":"4132120760765420","name":"764976d2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4132120760765420","authorIdStr":"4132120760765420"},"themes":[],"title":"2023巴菲特股東大會重磅來襲","htmlText":"一年一度的“投資界春晚”伯克希爾·哈撒韋（Berkshire Hathaway）年度股東大會於當地時間5月5日至5月7日，在“股神”沃倫·巴菲特（Warren Buffett）的老家美國內布拉斯加州奧馬哈舉行。股東大會最受關注的問答環節從5月6日上午9時15分（北京時間5月6日晚10時15分）開始，一直持續了近6個小時。今年的問答環節分爲上下半場。上午場，93歲的巴菲特和他的老搭檔、伯克希爾副董事長、99歲的查理·芒格（Charlie Munger）以及60歲的伯克希爾副總裁格雷格·阿貝爾 (Greg Abel)、71歲的阿吉特·吉恩（Ajit Jain）共同出席回答問題，其中吉恩負責保險業務的問題，阿貝爾則負責所有其他問題；下午場則只有巴菲特和芒格兩人出席。在股東大會召開前，巴菲特還在邀請函中表示，去年他犯錯了，在一些問題上花了太多時間，導致回答的問題太少。今年他不會重蹈覆轍，總共可能會回答約60個問題。這是新冠疫情之後第二次在線下舉辦年度股東大會，也是巴菲特第59次參加冗長的問答環節。由於不再需要提供疫苗接種證明，本次參會人數顯著攀升，奧馬哈市中心的會場座無虛席。會前，關於美國經濟前景、銀行業危機、對中國經濟及股市的看法、對人工智能及新能源汽車的看法、以及近年來的投資動向等，成爲衆多投資人和粉絲們希望聽到股神回答的熱點話題。而在股東大會近6個小時的問答環節中，巴菲特和芒格就上述熱點話題一一做了詳細的回答。圖片美國銀行業危機與商業地產談及近期地區性銀行倒閉潮的後續發展，巴菲特認爲，銀行系統“不應該”出現問題，但是“可能會”，不過即便如此，存款人也不需要擔心自己的錢。 3月，聯邦存款保險公司（FDIC）接管了轟然倒下的硅谷銀行，允許存款人得到全額保護。巴菲特在他的年度股東大會上說，如果監管機構沒有這樣做，後果將是災難性的。讓未受保險的存款人損失金錢將會“引發全國各地的銀行擠","listText":"一年一度的“投資界春晚”伯克希爾·哈撒韋（Berkshire Hathaway）年度股東大會於當地時間5月5日至5月7日，在“股神”沃倫·巴菲特（Warren Buffett）的老家美國內布拉斯加州奧馬哈舉行。股東大會最受關注的問答環節從5月6日上午9時15分（北京時間5月6日晚10時15分）開始，一直持續了近6個小時。今年的問答環節分爲上下半場。上午場，93歲的巴菲特和他的老搭檔、伯克希爾副董事長、99歲的查理·芒格（Charlie Munger）以及60歲的伯克希爾副總裁格雷格·阿貝爾 (Greg Abel)、71歲的阿吉特·吉恩（Ajit Jain）共同出席回答問題，其中吉恩負責保險業務的問題，阿貝爾則負責所有其他問題；下午場則只有巴菲特和芒格兩人出席。在股東大會召開前，巴菲特還在邀請函中表示，去年他犯錯了，在一些問題上花了太多時間，導致回答的問題太少。今年他不會重蹈覆轍，總共可能會回答約60個問題。這是新冠疫情之後第二次在線下舉辦年度股東大會，也是巴菲特第59次參加冗長的問答環節。由於不再需要提供疫苗接種證明，本次參會人數顯著攀升，奧馬哈市中心的會場座無虛席。會前，關於美國經濟前景、銀行業危機、對中國經濟及股市的看法、對人工智能及新能源汽車的看法、以及近年來的投資動向等，成爲衆多投資人和粉絲們希望聽到股神回答的熱點話題。而在股東大會近6個小時的問答環節中，巴菲特和芒格就上述熱點話題一一做了詳細的回答。圖片美國銀行業危機與商業地產談及近期地區性銀行倒閉潮的後續發展，巴菲特認爲，銀行系統“不應該”出現問題，但是“可能會”，不過即便如此，存款人也不需要擔心自己的錢。 3月，聯邦存款保險公司（FDIC）接管了轟然倒下的硅谷銀行，允許存款人得到全額保護。巴菲特在他的年度股東大會上說，如果監管機構沒有這樣做，後果將是災難性的。讓未受保險的存款人損失金錢將會“引發全國各地的銀行擠","text":"一年一度的“投資界春晚”伯克希爾·哈撒韋（Berkshire Hathaway）年度股東大會於當地時間5月5日至5月7日，在“股神”沃倫·巴菲特（Warren Buffett）的老家美國內布拉斯加州奧馬哈舉行。股東大會最受關注的問答環節從5月6日上午9時15分（北京時間5月6日晚10時15分）開始，一直持續了近6個小時。今年的問答環節分爲上下半場。上午場，93歲的巴菲特和他的老搭檔、伯克希爾副董事長、99歲的查理·芒格（Charlie Munger）以及60歲的伯克希爾副總裁格雷格·阿貝爾 (Greg Abel)、71歲的阿吉特·吉恩（Ajit Jain）共同出席回答問題，其中吉恩負責保險業務的問題，阿貝爾則負責所有其他問題；下午場則只有巴菲特和芒格兩人出席。在股東大會召開前，巴菲特還在邀請函中表示，去年他犯錯了，在一些問題上花了太多時間，導致回答的問題太少。今年他不會重蹈覆轍，總共可能會回答約60個問題。這是新冠疫情之後第二次在線下舉辦年度股東大會，也是巴菲特第59次參加冗長的問答環節。由於不再需要提供疫苗接種證明，本次參會人數顯著攀升，奧馬哈市中心的會場座無虛席。會前，關於美國經濟前景、銀行業危機、對中國經濟及股市的看法、對人工智能及新能源汽車的看法、以及近年來的投資動向等，成爲衆多投資人和粉絲們希望聽到股神回答的熱點話題。而在股東大會近6個小時的問答環節中，巴菲特和芒格就上述熱點話題一一做了詳細的回答。圖片美國銀行業危機與商業地產談及近期地區性銀行倒閉潮的後續發展，巴菲特認爲，銀行系統“不應該”出現問題，但是“可能會”，不過即便如此，存款人也不需要擔心自己的錢。 3月，聯邦存款保險公司（FDIC）接管了轟然倒下的硅谷銀行，允許存款人得到全額保護。巴菲特在他的年度股東大會上說，如果監管機構沒有這樣做，後果將是災難性的。讓未受保險的存款人損失金錢將會“引發全國各地的銀行擠","images":[{"img":"https://static.tigerbbs.com/a480bc407b413dbb47fb7fe4b8ce63e7","width":"1050","height":"1650"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656269628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656671326,"gmtCreate":1683701300466,"gmtModify":1683701300466,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656671326","repostId":"1167352152","repostType":4,"repost":{"id":"1167352152","kind":"news","pubTimestamp":1683691426,"share":"https://ttm.financial/m/news/1167352152?lang=en_US&edition=fundamental","pubTime":"2023-05-10 12:03","market":"us","language":"zh","title":"Understanding Buffett: Oil Companies Enter a Historic Era of Scarcity","url":"https://stock-news.laohu8.com/highlight/detail?id=1167352152","media":"华尔街见闻","summary":"国金证券认为，美国页岩油产量或将逼近峰值，但油气企业开发意愿持续低下，更倾向于将利润分红，供给端将持续偏紧；另一边，随着需求复苏，全球油品需求存在边际增加可能性。自去年年中开始回落的油价，可能会因稀缺","content":"<p><html><head></head><body><strong>Guojin Securities believes that US shale oil production may be approaching its peak, but oil and gas companies' willingness to develop remains low and they are more inclined to share profits, and the supply side will remain tight. On the other hand, with the recovery of demand, there is a possibility of marginal increase in global oil demand.</strong><p style=\"text-align: justify;\">Oil prices, which have been falling since the middle of last year, may rise again due to scarcity?</p><p><p style=\"text-align: justify;\">At this year's shareholders' meeting, when discussing his investment in Occidental Petroleum, Buffett frankly stated that he was optimistic about its resources and industry position in the permian Basin, believing that \"no other place in the United States has as many oil reserves as the permian Basin.\"</p><p><p style=\"text-align: justify;\">However, the \"Oracle of Omaha\" also issued a warning: shale oil wells decay very quickly. On the first day of opening, the production may be 12,000 to 15,000 barrels per day, and they may dry up in a year or a year and a half.</p><p><p style=\"text-align: justify;\">In response, analysts Xu Junyi and Chen Lulou from Guojin Securities put forward similar views in their report \"Oil Companies Enter a Historic Era of Scarcity!\" on May 8.</p><p><p style=\"text-align: justify;\">Guojin Securities believes that<strong>U.S. shale oil production may be nearing its peak.</strong>However, oil and gas companies' willingness to develop remains low, and they are more inclined to share profits as dividends, which will keep the supply side tight. On the other hand, with the recovery of demand, there is a possibility of marginal increase in global oil demand.</p><p><h2 style=\"text-align: start;\">Insufficient effective capital expenditure</h2><p style=\"text-align: justify;\">After breaking down oil and gas production costs, Guojin Securities found that insufficient effective capital expenditure led to a low growth rate in physical labor output, which is one of the core reasons why the growth rate of US crude oil production was far lower than market expectations:</p><p>Our statistics show that the capital expenditure guidelines for 36 key global integrated oil companies and shale oil companies increased by 19% year-on-year in 2023, but the production guidelines only increased by 4%. This is based on the difference between the capital expenditure guidelines and production guidelines for oil and gas companies, as well as the increase in wages in the United States and the increase in raw materials involved in oil and gas extraction.<strong>Oil and gas extraction costs may still experience 15-20% inflation in 2023, and U.S. crude oil production may continue to fall short of expectations.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb7feb70f24a993dae3fc5fc1aa6f7d2\" title=\"\" tg-width=\"640\" tg-height=\"414\"/></p><p>Meanwhile, by breaking down global crude oil capital expenditure and production expectations, we found that global crude oil capital expenditure is projected to increase by 13% in 2023 compared to 2022, with exploration capital expenditure increasing by 5% and development capital expenditure increasing by 14%.<strong>Crude oil production is projected to grow by only 3% in 2023, a difference compared to the global growth rate of approximately 11% in capital expenditure for crude oil development.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7266a231379216d1db6be2ea4a3995b3\" title=\"\" tg-width=\"640\" tg-height=\"337\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7785029c02b2f504acfa3a1df4e5de4d\" title=\"\" tg-width=\"640\" tg-height=\"330\"/></p><p><p style=\"text-align: justify;\">Labor shortages and rising raw material costs under the impact of the pandemic have become limiting factors for upstream development:</p><p>According to a survey by the Dallas Federal Reserve, the number of employees declined significantly after the pandemic in 2020. The tight labor market drove a substantial increase in the wage level of American workers. Weekly wages rose by about 10% year-on-year in 2022, 7% year-on-year in Q1 2023, and 4% year-on-year in 2022. Meanwhile, the CPI index increased by 8% year-on-year in 2022 and 6% year-on-year in Q1 2023, and 3% year-on-year in 2022. The growth rate of workers' wages was higher than the growth rate of the Consumer Price Index CPI during the same period, which increased the production and labor costs of shale oil companies.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb2a6364229e6c6f5b3754a05c4f5a3c\" title=\"\" tg-width=\"640\" tg-height=\"323\"/></p><p>At the same time, the cost of some materials needed for upstream development has risen sharply, such as tubular steel needed for fracturing wells. Looking at the PPI index, the PPI growth rates of cement and steel both remained in the range of 11-13% in 2022. The rise in upstream raw material costs is also an important factor leading to severe inflation in upstream development, which limits the production increase capacity of shale oil companies.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a97e801f9174011a23a4de0cd4191b9\" title=\"\" tg-width=\"640\" tg-height=\"345\"/></p><p><p style=\"text-align: justify;\">Guojin Securities points out that even with some easing of high energy inflation, the increase in physical workload that capital expenditures can bring is still limited:</p><p>Although shale oil companies' capital expenditure budgets for 2023 still show a significant increase (approximately 23%), the high inflation level in the United States will lead to higher upstream development costs, resulting in lower-than-expected production growth. The 2023 crude oil production guidance for shale oil companies is only about 4% higher than the year-on-year increase in 2022 crude oil production. This trend is inconsistent with the severe inflation in upstream development costs expected by shale oil companies. Based on the Federal Reserve's forecast that the inflation rate will decline in 2023, and combined with the increase in capital expenditures of U.S. shale oil companies and the increase in actual production guidance, we conservatively estimate that the inflation level of upstream development costs will remain at a high level of 15-20% in 2023, which will continue to limit the growth of physical workload brought about by the increase in capital expenditures.<h2 style=\"text-align: start;\">Deleveraging and increasing shareholder returns are the primary choices for shale oil companies.</h2><p style=\"text-align: justify;\">With the rise in crude oil prices in 2022, U.S. shale oil companies did not significantly increase capital expenditures after a significant improvement in cash flow. Instead, they significantly reduced corporate leverage and improved shareholder returns.</p><p><p style=\"text-align: justify;\">Guojin Securities believes that this phenomenon is mainly due to the weakening of shale oil companies' willingness to increase capital expenditures due to the impact of the bankruptcy wave in 2020-2021 and long-term debt.</p><p>By compiling the operating net cash flow and capital expenditure data of the sample companies, it can be found that the capital expenditure of shale oil companies went through approximately three stages: from 2013 to 2016, the capital expenditure of shale oil companies far exceeded the net cash flow from operating activities of the companies. During this stage, oil companies increased the amount of capital expenditure by increasing leverage. From 2017 to 2019, during this period, oil companies' capital expenditures were basically consistent with their net cash flow from operating activities, and oil companies gradually relied on endogenous funds to maintain their annual capital expenditures. Since 2020, affected by a series of factors such as the pandemic, geopolitical issues, and sluggish end-user consumption, oil companies' capital expenditures have declined sharply. The proportion of capital expenditures in net cash flow from operating activities has fallen from about 109% in 2019 to around 40% in 2022. Even though global crude oil demand continued to improve and oil prices remained high in 2022, shale oil companies' capital expenditures still saw limited growth and insufficient willingness to spend.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb18fe8b42caa34ffa62f300ae6e21e\" title=\"\" tg-width=\"640\" tg-height=\"364\"/></p><p><p style=\"text-align: justify;\">Capital expenditures of upstream oil and gas companies are closely related to international oil price trends, but in recent years, the proportion of capital expenditures in net cash flow from operating activities of shale oil companies has deviated significantly from crude oil prices.</p><p><strong>Oil prices have a significant impact on the overall revenue and profits of shale oil companies.</strong>When oil prices rise, it will directly increase the operating revenue and profits of shale oil companies, thereby increasing their capital expenditures. But in 2020-2022,<strong>A significant divergence has emerged between crude oil prices and the capital expenditures of upstream oil and gas companies.</strong>Despite high oil prices and the expectation that oil prices will remain high in 2021-2022, shale oil companies have not seen significant growth in capital expenditures, and have not even fully recovered to pre-pandemic levels. Moreover, the proportion of capital expenditures in the company's net cash flow from operating activities has been decreasing year by year.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bee56e8cffcbdad69d6e9374b89e03c\" title=\"\" tg-width=\"640\" tg-height=\"369\"/></p><p>Meanwhile, shale oil companies were struggling to repay long-term debts and were affected by low oil prices in 2020. A wave of shale oil bankruptcies occurred in 2020-2021. Coupled with the difficulty of financing and the rise in financing costs, shale oil companies may tend to accelerate the pace of deleveraging. In 2022, the asset-liability ratio of 23 sampled shale oil companies decreased by 6 percentage points year-on-year, which was 14 percentage points lower than the peak of the asset-liability ratio in 2020.<strong>Therefore, after rising oil prices boosted the net cash flow from operating activities of shale oil and gas companies, deleveraging and increasing shareholder returns remain the priority choices for shale oil companies.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e053fc72c65ef1daf375b3ef257db776\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5547e697bbf2a2e0b80a5804892dc0e9\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d7c1095949e92e19b50a0833272ebe6\" title=\"\" tg-width=\"640\" tg-height=\"361\"/></p><p><h2 style=\"text-align: start;\">Tight supply and recovering demand</h2><p style=\"text-align: justify;\">On the one hand, shale oil companies have a weak willingness to increase production; on the other hand, OPEC's announcement of production cuts has contributed to a tight crude oil supply, while measures by the United States and other parties to release strategic reserves to suppress oil prices have been almost ineffective.</p><p>OPEC+ has proposed an additional voluntary production cut plan amid declining crude oil prices, and its demand for higher oil prices is quite significant. Currently, OPEC crude oil exports have basically recovered to pre-pandemic levels in 2019. With OPEC planning to maintain its crude oil production cut quota of 2 million barrels per day and the latest additional voluntary production cuts by major oil-producing countries from May to the end of 2023, OPEC crude oil exports may decrease marginally.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5486d4032a3daf52847c35ad15373f4b\" title=\"\" tg-width=\"640\" tg-height=\"369\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afc9754e19db6c877aa3e1592cb70fa8\" title=\"\" tg-width=\"640\" tg-height=\"384\"/></p><p>Amid persistently tight global crude oil supply and demand, the IEA and the United States announced the release of their reserves. In 2022, Europe and the United States continued to curb the rise in crude oil prices through joint release of reserves. At the end of 2022, the IEA ended the release of reserves, and the amount of US strategic crude oil reserves released decreased. As of April 28, 2023, the U.S. strategic inventory stood at only 364.94 million barrels, the lowest level since 1983. This release has released 6.64 million barrels, leaving approximately 19 million barrels of room for release. The United States has ended the release of its strategic crude oil reserves and switched to replenishment, which may indicate that the United States' measures to release its strategic crude oil reserves to suppress oil prices in order to ensure national energy security have almost failed.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/344cade2c0c2ebe470bb87412b045b1d\" title=\"\" tg-width=\"640\" tg-height=\"330\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2365a824cbecb7474854f8d6c2823f18\" title=\"\" tg-width=\"640\" tg-height=\"279\"/></p><p><p style=\"text-align: justify;\">At the same time, overall overseas travel intensity continued to maintain a recovery trend:</p><p>In the first quarter of 2023, the travel index in Europe and the United States basically remained at or above the level of the same period in 2021-2022. With the end of the Federal Reserve's rate hike and the recovery of demand expectations, overseas crude oil demand may continue to maintain a relatively stable trend.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d63c723c3d9bf04f35c7b28dd42e67ae\" title=\"\" tg-width=\"640\" tg-height=\"333\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/030421ac7ba8d72bdf28374a814df3ca\" title=\"\" tg-width=\"640\" tg-height=\"330\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/491f0a3060f743dc5a366339362c0ab7\" title=\"\" tg-width=\"640\" tg-height=\"329\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34001d6fb91d385a5cc30cfd8d9e101e\" title=\"\" tg-width=\"640\" tg-height=\"353\"/></p><p>Meanwhile, after China's epidemic policies were relaxed, travel intensity recovered strongly. As of now, the China Travel Index and the China Air Travel Index have exceeded the levels of the same period in 2019, but are only lower than those in 2021. The current May Day peak season has greatly boosted the recovery of travel intensity in China. With the continued recovery of market demand, the demand for oil products in China may see a significant increase.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f1c741f711c2cb75d12a2aac7311e07\" title=\"\" tg-width=\"640\" tg-height=\"329\"/></p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Understanding Buffett: Oil Companies Enter a Historic Era of Scarcity</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\">\nUnderstanding Buffett: Oil Companies Enter a Historic Era of Scarcity\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-10 12:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Guojin Securities believes that US shale oil production may be approaching its peak, but oil and gas companies' willingness to develop remains low and they are more inclined to share profits, and the supply side will remain tight. On the other hand, with the recovery of demand, there is a possibility of marginal increase in global oil demand.</strong><p style=\"text-align: justify;\">Oil prices, which have been falling since the middle of last year, may rise again due to scarcity?</p><p><p style=\"text-align: justify;\">At this year's shareholders' meeting, when discussing his investment in Occidental Petroleum, Buffett frankly stated that he was optimistic about its resources and industry position in the permian Basin, believing that \"no other place in the United States has as many oil reserves as the permian Basin.\"</p><p><p style=\"text-align: justify;\">However, the \"Oracle of Omaha\" also issued a warning: shale oil wells decay very quickly. On the first day of opening, the production may be 12,000 to 15,000 barrels per day, and they may dry up in a year or a year and a half.</p><p><p style=\"text-align: justify;\">In response, analysts Xu Junyi and Chen Lulou from Guojin Securities put forward similar views in their report \"Oil Companies Enter a Historic Era of Scarcity!\" on May 8.</p><p><p style=\"text-align: justify;\">Guojin Securities believes that<strong>U.S. shale oil production may be nearing its peak.</strong>However, oil and gas companies' willingness to develop remains low, and they are more inclined to share profits as dividends, which will keep the supply side tight. On the other hand, with the recovery of demand, there is a possibility of marginal increase in global oil demand.</p><p><h2 style=\"text-align: start;\">Insufficient effective capital expenditure</h2><p style=\"text-align: justify;\">After breaking down oil and gas production costs, Guojin Securities found that insufficient effective capital expenditure led to a low growth rate in physical labor output, which is one of the core reasons why the growth rate of US crude oil production was far lower than market expectations:</p><p>Our statistics show that the capital expenditure guidelines for 36 key global integrated oil companies and shale oil companies increased by 19% year-on-year in 2023, but the production guidelines only increased by 4%. This is based on the difference between the capital expenditure guidelines and production guidelines for oil and gas companies, as well as the increase in wages in the United States and the increase in raw materials involved in oil and gas extraction.<strong>Oil and gas extraction costs may still experience 15-20% inflation in 2023, and U.S. crude oil production may continue to fall short of expectations.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb7feb70f24a993dae3fc5fc1aa6f7d2\" title=\"\" tg-width=\"640\" tg-height=\"414\"/></p><p>Meanwhile, by breaking down global crude oil capital expenditure and production expectations, we found that global crude oil capital expenditure is projected to increase by 13% in 2023 compared to 2022, with exploration capital expenditure increasing by 5% and development capital expenditure increasing by 14%.<strong>Crude oil production is projected to grow by only 3% in 2023, a difference compared to the global growth rate of approximately 11% in capital expenditure for crude oil development.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7266a231379216d1db6be2ea4a3995b3\" title=\"\" tg-width=\"640\" tg-height=\"337\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7785029c02b2f504acfa3a1df4e5de4d\" title=\"\" tg-width=\"640\" tg-height=\"330\"/></p><p><p style=\"text-align: justify;\">Labor shortages and rising raw material costs under the impact of the pandemic have become limiting factors for upstream development:</p><p>According to a survey by the Dallas Federal Reserve, the number of employees declined significantly after the pandemic in 2020. The tight labor market drove a substantial increase in the wage level of American workers. Weekly wages rose by about 10% year-on-year in 2022, 7% year-on-year in Q1 2023, and 4% year-on-year in 2022. Meanwhile, the CPI index increased by 8% year-on-year in 2022 and 6% year-on-year in Q1 2023, and 3% year-on-year in 2022. The growth rate of workers' wages was higher than the growth rate of the Consumer Price Index CPI during the same period, which increased the production and labor costs of shale oil companies.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb2a6364229e6c6f5b3754a05c4f5a3c\" title=\"\" tg-width=\"640\" tg-height=\"323\"/></p><p>At the same time, the cost of some materials needed for upstream development has risen sharply, such as tubular steel needed for fracturing wells. Looking at the PPI index, the PPI growth rates of cement and steel both remained in the range of 11-13% in 2022. The rise in upstream raw material costs is also an important factor leading to severe inflation in upstream development, which limits the production increase capacity of shale oil companies.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a97e801f9174011a23a4de0cd4191b9\" title=\"\" tg-width=\"640\" tg-height=\"345\"/></p><p><p style=\"text-align: justify;\">Guojin Securities points out that even with some easing of high energy inflation, the increase in physical workload that capital expenditures can bring is still limited:</p><p>Although shale oil companies' capital expenditure budgets for 2023 still show a significant increase (approximately 23%), the high inflation level in the United States will lead to higher upstream development costs, resulting in lower-than-expected production growth. The 2023 crude oil production guidance for shale oil companies is only about 4% higher than the year-on-year increase in 2022 crude oil production. This trend is inconsistent with the severe inflation in upstream development costs expected by shale oil companies. Based on the Federal Reserve's forecast that the inflation rate will decline in 2023, and combined with the increase in capital expenditures of U.S. shale oil companies and the increase in actual production guidance, we conservatively estimate that the inflation level of upstream development costs will remain at a high level of 15-20% in 2023, which will continue to limit the growth of physical workload brought about by the increase in capital expenditures.<h2 style=\"text-align: start;\">Deleveraging and increasing shareholder returns are the primary choices for shale oil companies.</h2><p style=\"text-align: justify;\">With the rise in crude oil prices in 2022, U.S. shale oil companies did not significantly increase capital expenditures after a significant improvement in cash flow. Instead, they significantly reduced corporate leverage and improved shareholder returns.</p><p><p style=\"text-align: justify;\">Guojin Securities believes that this phenomenon is mainly due to the weakening of shale oil companies' willingness to increase capital expenditures due to the impact of the bankruptcy wave in 2020-2021 and long-term debt.</p><p>By compiling the operating net cash flow and capital expenditure data of the sample companies, it can be found that the capital expenditure of shale oil companies went through approximately three stages: from 2013 to 2016, the capital expenditure of shale oil companies far exceeded the net cash flow from operating activities of the companies. During this stage, oil companies increased the amount of capital expenditure by increasing leverage. From 2017 to 2019, during this period, oil companies' capital expenditures were basically consistent with their net cash flow from operating activities, and oil companies gradually relied on endogenous funds to maintain their annual capital expenditures. Since 2020, affected by a series of factors such as the pandemic, geopolitical issues, and sluggish end-user consumption, oil companies' capital expenditures have declined sharply. The proportion of capital expenditures in net cash flow from operating activities has fallen from about 109% in 2019 to around 40% in 2022. Even though global crude oil demand continued to improve and oil prices remained high in 2022, shale oil companies' capital expenditures still saw limited growth and insufficient willingness to spend.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb18fe8b42caa34ffa62f300ae6e21e\" title=\"\" tg-width=\"640\" tg-height=\"364\"/></p><p><p style=\"text-align: justify;\">Capital expenditures of upstream oil and gas companies are closely related to international oil price trends, but in recent years, the proportion of capital expenditures in net cash flow from operating activities of shale oil companies has deviated significantly from crude oil prices.</p><p><strong>Oil prices have a significant impact on the overall revenue and profits of shale oil companies.</strong>When oil prices rise, it will directly increase the operating revenue and profits of shale oil companies, thereby increasing their capital expenditures. But in 2020-2022,<strong>A significant divergence has emerged between crude oil prices and the capital expenditures of upstream oil and gas companies.</strong>Despite high oil prices and the expectation that oil prices will remain high in 2021-2022, shale oil companies have not seen significant growth in capital expenditures, and have not even fully recovered to pre-pandemic levels. Moreover, the proportion of capital expenditures in the company's net cash flow from operating activities has been decreasing year by year.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bee56e8cffcbdad69d6e9374b89e03c\" title=\"\" tg-width=\"640\" tg-height=\"369\"/></p><p>Meanwhile, shale oil companies were struggling to repay long-term debts and were affected by low oil prices in 2020. A wave of shale oil bankruptcies occurred in 2020-2021. Coupled with the difficulty of financing and the rise in financing costs, shale oil companies may tend to accelerate the pace of deleveraging. In 2022, the asset-liability ratio of 23 sampled shale oil companies decreased by 6 percentage points year-on-year, which was 14 percentage points lower than the peak of the asset-liability ratio in 2020.<strong>Therefore, after rising oil prices boosted the net cash flow from operating activities of shale oil and gas companies, deleveraging and increasing shareholder returns remain the priority choices for shale oil companies.</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e053fc72c65ef1daf375b3ef257db776\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5547e697bbf2a2e0b80a5804892dc0e9\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d7c1095949e92e19b50a0833272ebe6\" title=\"\" tg-width=\"640\" tg-height=\"361\"/></p><p><h2 style=\"text-align: start;\">Tight supply and recovering demand</h2><p style=\"text-align: justify;\">On the one hand, shale oil companies have a weak willingness to increase production; on the other hand, OPEC's announcement of production cuts has contributed to a tight crude oil supply, while measures by the United States and other parties to release strategic reserves to suppress oil prices have been almost ineffective.</p><p>OPEC+ has proposed an additional voluntary production cut plan amid declining crude oil prices, and its demand for higher oil prices is quite significant. Currently, OPEC crude oil exports have basically recovered to pre-pandemic levels in 2019. With OPEC planning to maintain its crude oil production cut quota of 2 million barrels per day and the latest additional voluntary production cuts by major oil-producing countries from May to the end of 2023, OPEC crude oil exports may decrease marginally.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5486d4032a3daf52847c35ad15373f4b\" title=\"\" tg-width=\"640\" tg-height=\"369\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afc9754e19db6c877aa3e1592cb70fa8\" title=\"\" tg-width=\"640\" tg-height=\"384\"/></p><p>Amid persistently tight global crude oil supply and demand, the IEA and the United States announced the release of their reserves. In 2022, Europe and the United States continued to curb the rise in crude oil prices through joint release of reserves. At the end of 2022, the IEA ended the release of reserves, and the amount of US strategic crude oil reserves released decreased. As of April 28, 2023, the U.S. strategic inventory stood at only 364.94 million barrels, the lowest level since 1983. This release has released 6.64 million barrels, leaving approximately 19 million barrels of room for release. The United States has ended the release of its strategic crude oil reserves and switched to replenishment, which may indicate that the United States' measures to release its strategic crude oil reserves to suppress oil prices in order to ensure national energy security have almost failed.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/344cade2c0c2ebe470bb87412b045b1d\" title=\"\" tg-width=\"640\" tg-height=\"330\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2365a824cbecb7474854f8d6c2823f18\" title=\"\" tg-width=\"640\" tg-height=\"279\"/></p><p><p style=\"text-align: justify;\">At the same time, overall overseas travel intensity continued to maintain a recovery trend:</p><p>In the first quarter of 2023, the travel index in Europe and the United States basically remained at or above the level of the same period in 2021-2022. With the end of the Federal Reserve's rate hike and the recovery of demand expectations, overseas crude oil demand may continue to maintain a relatively stable trend.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d63c723c3d9bf04f35c7b28dd42e67ae\" title=\"\" tg-width=\"640\" tg-height=\"333\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/030421ac7ba8d72bdf28374a814df3ca\" title=\"\" tg-width=\"640\" tg-height=\"330\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/491f0a3060f743dc5a366339362c0ab7\" title=\"\" tg-width=\"640\" tg-height=\"329\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34001d6fb91d385a5cc30cfd8d9e101e\" title=\"\" tg-width=\"640\" tg-height=\"353\"/></p><p>Meanwhile, after China's epidemic policies were relaxed, travel intensity recovered strongly. As of now, the China Travel Index and the China Air Travel Index have exceeded the levels of the same period in 2019, but are only lower than those in 2021. The current May Day peak season has greatly boosted the recovery of travel intensity in China. With the continued recovery of market demand, the demand for oil products in China may see a significant increase.<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f1c741f711c2cb75d12a2aac7311e07\" title=\"\" tg-width=\"640\" tg-height=\"329\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3688307\">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/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"https://wallstreetcn.com/articles/3688307","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1167352152","content_text":"国金证券认为，美国页岩油产量或将逼近峰值，但油气企业开发意愿持续低下，更倾向于将利润分红，供给端将持续偏紧；另一边，随着需求复苏，全球油品需求存在边际增加可能性。自去年年中开始回落的油价，可能会因稀缺而再度上涨？在今年的股东大会上，谈及投资西方石油公司，巴菲特坦言看好其在二叠纪盆地的资源和行业地位，认为美国“没有其他地方可以像二叠纪盆地（permian）一样有这么多石油储备”。但“股神”同时也发出警告：页岩油井的衰败很快，开井第一天可能产量1.2万至1.5万桶/日，也许一年或者一年半就枯竭了。对此，国金证券分析师许隽逸、陈律楼在5月8日的报告《油企迈入历史性稀缺时代！》中也提出了类似的观点。国金证券认为，美国页岩油产量或将逼近峰值，但油气企业开发意愿持续低下，更倾向于将利润分红，供给端将持续偏紧；另一边，随着需求复苏，全球油品需求存在边际增加可能性。有效资本开支不足拆解油气生产成本后，国金证券发现，有效资本开支不足导致实物工作量增速维持较低水平，是美国原油产量增速远低于市场预期的核心原因之一：我们统计的 36 家全球重点样本综合油企和页岩油企业 2023 年资本开支指引同比增长 19%，但产量指引仅增加了 4%，参考油气企业资本开支指引与产量指引的差额以及美国工资增幅及油气开采涉及原料涨幅，2023 年油气开采成本或还有 15-20%的通胀，美国原油产量或将继续低于预期。与此同时，通过对全球原油资本开支和产量预期的拆分，我们发现 2023 年预计全球原油资本开支相比 2022 年增长 13%，其中勘探类资本开支增长 5%，开发类资本开支增长14%，而原油 2023 年产量预计增速仅为 3%，相较于全球原油开发类资本开支增速约为 11%的差额。疫情冲击下劳动力短缺、原材料成本上涨成为上游开发的限制性因素：在达拉斯联储的调研中，2020年疫情后员工数量出现显著下滑，偏紧的劳动力市场推动美国工人薪酬水平大幅提升，2022 年每周工资同比上升约 10%，2023Q1 每周工资同比增加 7%，较 2022 年平均水平增加 4%，而 2022 年 CPI 指数同比增加 8%，2023Q1 同比增加 6%，较 2022 年平均水平增加 3%，工人工资增速高于同期消费者价格指数 CPI 增速水平，增加了页岩油企业的生产用工成本。与此同时，上游开发所需要的部分物料成本大幅上涨，如压裂井所需要的管状钢等，从PPI 指数来看，2022 年水泥、钢铁 PPI 增速均保持在 11-13%的范围区间，上游原材料成本上涨也是导致上游开发通胀严重的重要因素，限制了页岩油企业增产能力。国金证券指出，即使在高能源通胀情况有所缓解的情况下，资本开支所能带来的实物工作量提升仍有限：虽然 2023 年页岩油企业资本开支预算仍有较大增幅（约 23%），但是美国较高通胀水平带来上游开发成本上升将导致产量增长不及预期，页岩油企业 2023 年原油产量指引较 2022 年原油产量同比增幅仅为 4%左右，这一趋势与页岩油企业预计上游开发成本通胀严重不相符。参考美联储预测 2023 年通货膨胀率有所回落，结合美国页岩油企业资本开支增量及实际产量指引增量，我们保守估计 2023 年上游开发成本通胀水平仍将保持在 15-20%的较高水平，将持续限制资本开支增量带来的实物工作量增长。降杠杆、提高股东回报成为页岩油企业首要选择伴随着2022年原油价格的上涨，美国页岩油企业在现金流显著改善后并未大力增加资本开支，而是大幅降低企业杠杆，以及提高股东回报。国金证券认为，这一现象主要因为页岩油企受到2020-2021年破产潮以及长期债务的影响，增加资本开支的意愿减弱。通过对样本公司的经营性净现金流以及资本开支数据的整理可以发现，页岩油企业资本开支经历了约 3 个阶段：2013-2016 年期间，页岩油企业资本开支远超企业经营活动现金流净额，该阶段油企通过加杠杆推高资本开支金额；2017-2019 年，该阶段油企资本开支与油企经营活动现金流净额基本一致，油企逐步依靠内生性资金维持每年的资本开支；自 2020 年以后，受疫情、地缘局势问题、终端消费低迷等一系列影响，油企资本开支大幅下滑，资本开支在经营活动现金流净额占比从 2019 年的 109%左右下滑至 2022 年40%区间，即使 2022 年全球原油需求持续改善以及油价维持较高水平，页岩油企资本开支依然增幅有限，开支意愿不足。上游油气企业资本开支与国际油价走势密切相关，但近几年页岩油企业资本开支在经营活动现金流净额的占比与原油价格出现显著背离。油价对页岩油企业的整体收入和利润影响显著，当油价上涨时，将直接增加页岩油企业的营业收入和利润，进而增加油企的资本开支。但 2020-2022 年，原油价格与上游油气企业资本开支出现较为显著的背离情景，在 2021-2022 年高油价以及油价维持高位的预期下，页岩油企业资本开支并未出现显著的增长，甚至并未完全恢复疫情前水平，且资本开支在公司经营活动现金流净额占比逐年降低。同时，页岩油企受困于偿还长期债务与 2020 年低油价影响，2020-2021 年出现了页岩油破产潮，叠加融资难度及融资成本的上升或导致页岩油企业倾向于加快降杠杆速度，2022年23家样本页岩油企业资产负债率同比减少6pct，较2020年资产负债率高点减少14pct。因此，在油价上涨推动页岩油气企业经营活动现金流净额的充裕后，降杠杆，提高股东回报目前依然是页岩油企业优先选择。供给偏紧 需求复苏一方面，页岩油企增产意愿薄弱，另一方面，OPEC宣布减产，共同促成了原油供给偏紧的结果，而美国等方面为压制油价而释放战略储备的措施几乎失效：OPEC+在原油价格出现下滑情景下提出额外自愿减产计划，高油价诉求较为显著。当前 OPEC 原油对外出口量基本恢复至 2019 年疫情前水平，伴随 OPEC 计划维持 200万桶/天的原油减产配额及最新重点产油国自 5 月起至 2023 年年底的额外自愿减产，OPEC 原油出口或边际减少。在全球原油供需持续偏紧情景下，IEA 和美国纷纷宣布释储，2022 年欧美持续通过联合释储抑制原油价格上涨，2022 年年底 IEA 结束释储，美国原油战略库存释储数量减少。截至 2023 年 4 月 28 日，美国战略库存仅为 364.94百万桶，处于 1983 年以来最低水平，此次释储目前已释放 664 万桶，仍有约 1900 万桶释储空间。美国结束原油战略库存的释储并转为补库，或说明美国为保障国家能源安全，释储压制油价的手段几乎失效。与此同时，整体海外出行强度持续维持复苏趋势：2023 年第一季度欧美出行指数基本维持或高于 2021-2022 年同期水平，伴随美联储加息结束，需求预期回暖，海外原油需求或将持续维持较为稳健的态势。与此同时，中国疫情政策放开后，出行强度强劲复苏。截至目前中国出行指数、中国航空出行指数已超过 2019 年同期水平，仅低于 2021 年。当前“五一”旺季也极大程度提振了中国出行强度复苏，伴随市场需求持续回暖，中国油品市场需求或将出现显著增量。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656831646,"gmtCreate":1683563194687,"gmtModify":1683563194687,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"🤣……","listText":"🤣……","text":"🤣……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656831646","repostId":"1115197783","repostType":4,"repost":{"id":"1115197783","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1683536210,"share":"https://ttm.financial/m/news/1115197783?lang=en_US&edition=fundamental","pubTime":"2023-05-08 16:56","market":"us","language":"zh","title":"Rises and falls depend entirely on five large-cap stocks; US stocks send warning signals.","url":"https://stock-news.laohu8.com/highlight/detail?id=1115197783","media":"华尔街见闻","summary":"衡量价格上涨和下降的股票数量比的市场宽度已降至三年来最低水平。以史为鉴，过去四十年里，每次市场宽度大幅缩窄后，美股都会经历一次大跌。科技股的王者归来，可能掩盖了美股存在的隐患。今年迄今，微软、苹果、亚","content":"<p><html><head></head><body>The market breadth, which measures the ratio of the number of stocks that rise and fall in price, has fallen to its lowest level in three years. Learning from history, over the past forty years, the US stock market has experienced a sharp decline every time the market has narrowed significantly.<p style=\"text-align: justify;\">The triumphant comeback of technology stocks may have masked hidden dangers in the US stock market.</p><p><p style=\"text-align: justify;\">So far this year,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent companies Alphabet and Meta Technology rose 18%-39%, which is 2-4 times the gain of the S&P 500.</p><p><p style=\"text-align: justify;\"></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/345a088ca7f5c1a213f6ff29c570ec18\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Given the size of the five giants, if these stocks are excluded, the performance of the remaining 495 companies in the S&P 500 is not ideal.</p><p><p style=\"text-align: justify;\">At the same time,<strong>Market Breadth, which measures the ratio of rising stocks to falling stocks, has shrunk sharply and is now at its lowest level in three years.</strong>。 Learning from history,<strong>Over the past four decades, each time the market narrowed significantly, the US stock market experienced a sharp decline.</strong></p><p><strong>The market width is shrinking sharply, with serious consequences.</strong></p><p><p style=\"text-align: justify;\">A week ago,<strong><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It raised its alert level for a record collapse in market width to level 11.</strong></p><p><p style=\"text-align: justify;\">At the time, David Kostin, the bank's chief equity strategist, wrote: \"The recent sharp narrowing of market breadth indicates an increased risk of withdrawal.\"<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>and<a href=\"https://laohu8.com/S/0J6Y.UK\">Société Générale</a>A similar warning was issued.</p><p><p style=\"text-align: justify;\">Kostin observed the recent performance of Alphabet, Apple, Microsoft, Meta, and Amazon.<strong>These five stocks account for 89% of the S&P 500's year-to-date returns.</strong>And warned that,<strong>For the first time since 2020, the market width has contracted to below the average standard deviation of one percentage point.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ff9fa3694a1ce7b371dbadabc409584\" title=\"\" tg-width=\"500\" tg-height=\"349\"/></p><p><p style=\"text-align: justify;\">The strategist then reviewed historical performance,<strong>It has been found that since 1980, after each significant narrowing of the market width, the S&P 500 has experienced a similar sharp drop, followed by a lower-than-average return and a larger peak-trough correction, with a median 6-month return of -11%.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1211b55643c0bfd6636eb02f429371e\" title=\"\" tg-width=\"500\" tg-height=\"305\"/></p><p><p style=\"text-align: justify;\">In fact,<strong>Since Goldman Sachs issued its first warning, the market has become narrower and the problems have become more serious.</strong></p><p><p style=\"text-align: justify;\">Since last week, all major tech stocks except Amazon have continued to rise. According to an earlier report by Goldman Sachs analyst Scott Rubner, the weight of the two largest tech giants, Apple and Microsoft, in the S&P 500 by market capitalization is increasing parabolically.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1824824a8e1e62b8eca6456f69d85c80\" title=\"\" tg-width=\"500\" tg-height=\"335\"/></p><p><p style=\"text-align: justify;\">Therefore, for the second time in a row, Kostin issued a warning in its weekly Kickstart report.</p><p><p style=\"text-align: justify;\">In his new report, Kostin gets straight to the point,<strong>Super-large tech stocks have outperformed the S&P 500 by 23% this year, accounting for the largest share of the index's 6% return.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ae6b3ce60bc9f2fbe02555b3c6f1b6\" title=\"\" tg-width=\"500\" tg-height=\"343\"/></p><p><p style=\"text-align: justify;\">This year,<strong>The top five tech stocks returned between 19% and 94%, with an overall return of 29%.</strong>。 Due to strong returns, the market capitalization of large technology stocks has soared.</p><p><p style=\"text-align: justify;\">Kostin wrote,<strong>The weighting of large tech stocks in the S&P 500 has rebounded from 18% last December to 22% now.</strong>However, it is still below the 25% high reached in August 2020.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4d723c455b62a38e514f5a2ba2f80bd\" title=\"\" tg-width=\"500\" tg-height=\"162\"/></p><p><strong>With the risk of economic recession intensifying, large technology stocks have become safe havens?</strong></p><p><p style=\"text-align: justify;\">Kostin stated that, from a micro perspective,<strong>The rise in large-cap technology stocks was primarily driven by improved fundamental prospects.</strong></p><p><p style=\"text-align: justify;\">During 2022, due to sluggish growth in the post-pandemic era, analysts lowered their 2023 earnings per share forecasts for large technology companies by an average of 27%. However, their performance in the first quarter of this year was better than market expectations, and their earnings per share were revised upwards.</p><p><p style=\"text-align: justify;\">Meanwhile, although the gap between the sales growth of large technology companies and all constituent companies of the index narrowed between 2021 and 2022, analysts expect this gap to widen further.</p><p><p style=\"text-align: justify;\">From 2013 to 2019, the average annual sales growth rate of large technology companies was 15%, while the S&P 500 index was only 4%, a difference of 11 percentage points. However, from 2021 to 2022, as sales growth accelerated across all component companies of the index, this gap narrowed to 2 percentage points.</p><p><p style=\"text-align: justify;\">Looking to the future,<strong>Goldman Sachs believes that although annual sales growth of giant tech stocks is expected to slow from 2023 to 2025, the gap with the index is expected to widen to 5 percentage points.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9089258b576ebc7b2b64b0ab1a8be3d8\" title=\"\" tg-width=\"500\" tg-height=\"342\"/></p><p><p style=\"text-align: justify;\">Kostin also believes that the long-term prospects of large tech stocks may benefit from advancements in AI technology.</p><p><p style=\"text-align: justify;\">Goldman Sachs estimates<strong>AI could drive global economic growth by approximately $7 trillion over the next 10 years.</strong>It is estimated that the total market size of generative artificial intelligence (AIGC) software will reach $150 billion. Of all the tech stocks, Microsoft, Google, Amazon, and Meta are most likely to benefit.</p><p><p style=\"text-align: justify;\"><strong>Higher profit margins may be another reason for the outstanding performance of large tech stocks.</strong></p><p><p style=\"text-align: justify;\">According to Goldman Sachs, the average total net profit margin of large tech stocks over the past five years has been 20.2%, compared to 10.9% for all components of the S&P 500, a difference of 9.3 percentage points. In 2022, the profit margins of large tech stocks were 7.8 percentage points higher than those of all S&P 500 constituents, but Goldman Sachs believes that the profit margins of large tech stocks bottomed out in the fourth quarter of last year, and the gap between the two is expected to widen to 8.1 percentage points in the fourth quarter of this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c54bc9c6497ecebe3c8ae5015723736\" title=\"\" tg-width=\"500\" tg-height=\"344\"/></p><p><p style=\"text-align: justify;\">It is worth noting that high profit margins mean stronger cash flow, which helps companies invest further to achieve long-term growth while also returning cash to shareholders. According to statistics, in 2022, capital expenditures and research and development accounted for 57% of the cash expenditures of large technology stocks, while the proportion of share buybacks increased from 14% in 2012 to 36%. R&D and repurchase expenditures accounted for 26% and 24% of all S&P 500 constituent companies, respectively.</p><p><p style=\"text-align: justify;\">In addition to the above factors,<strong>The recent macroeconomic environment has also provided support for the stock prices of tech giants.</strong>Although the Federal Reserve's continued rate hike continues to weigh on technology stocks, given...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>As the industrial crisis escalates, economic growth slows significantly, and US Treasury yields decline, more and more investors are turning to large-cap technology stocks and other high-quality stocks.</p><p><p style=\"text-align: justify;\">According to Kostin,<strong>Amid renewed recession fears, investors view large-cap tech stocks as defensive.</strong></p><p><strong>What will happen to the US stock market this time?</strong></p><p><p style=\"text-align: justify;\">The key question is, to what extent will a sharp drop in market breadth impact the entire US stock market? When will the volcano erupt?</p><p><p style=\"text-align: justify;\"><strong>Kostin warned last week that a collapse in market breadth would end in tragedy, but this time he went on to explain that it could take a long time to happen.</strong></p><p>If the current below-trend economic environment and declining (US Treasury) yields continue, super-cap tech companies may maintain their valuation premiums and continue to outperform the market.<p style=\"text-align: justify;\">Super-cap tech companies currently have a P/E of 25 times, a 49% premium over other S&P 500 constituents, placing them in the 51st percentile all-time.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be8a8e7b418e12e4a25ef5bd65b03b4\" title=\"\" tg-width=\"500\" tg-height=\"349\"/></p><p><p style=\"text-align: justify;\">Kostin predicts that in his baseline forecast of a \"soft landing\" scenario, recession risks will eventually subside and interest rates will continue to rise. In this environment, large tech stocks may underperform smaller, more cyclical stocks.</p><p><p style=\"text-align: justify;\">However, the market clearly disagrees with this view, as current pricing in the futures market indicates...<strong>By the end of the year, Federal Funds rate will cut interest rates by a total of 100 basis points, while Goldman Sachs predicts that the Federal Reserve will not cut interest rates before the end of the year.</strong></p><p><p style=\"text-align: justify;\">In any case, it is certain that if interest rates rise, tech giant stocks may suffer a greater impact than other companies.</p><p><p style=\"text-align: justify;\">If the U.S. economy enters a recession and yields fall, giant tech stocks will continue to be considered defensive stocks, at which point the top five tech stocks will push the market to new heights. Another possibility is that if economic growth falls short of expectations or even enters a recession, investors may reduce their exposure to stocks across the board, which could put pressure on large tech stocks.</p><p><p style=\"text-align: justify;\"><strong>Large tech stocks are among the most popular long positions for hedge funds, but they also bear the brunt during risk-averse events, with funds typically selling more popular and liquid stocks first.</strong>In Goldman Sachs' VIP portfolio, all five large technology stocks rank among the top 10 long positions.</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>Rises and falls depend entirely on five large-cap stocks; US stocks send warning signals.</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\">\nRises and falls depend entirely on five large-cap stocks; US stocks send warning signals.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2023-05-08 16:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The market breadth, which measures the ratio of the number of stocks that rise and fall in price, has fallen to its lowest level in three years. Learning from history, over the past forty years, the US stock market has experienced a sharp decline every time the market has narrowed significantly.<p style=\"text-align: justify;\">The triumphant comeback of technology stocks may have masked hidden dangers in the US stock market.</p><p><p style=\"text-align: justify;\">So far this year,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent companies Alphabet and Meta Technology rose 18%-39%, which is 2-4 times the gain of the S&P 500.</p><p><p style=\"text-align: justify;\"></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/345a088ca7f5c1a213f6ff29c570ec18\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Given the size of the five giants, if these stocks are excluded, the performance of the remaining 495 companies in the S&P 500 is not ideal.</p><p><p style=\"text-align: justify;\">At the same time,<strong>Market Breadth, which measures the ratio of rising stocks to falling stocks, has shrunk sharply and is now at its lowest level in three years.</strong>。 Learning from history,<strong>Over the past four decades, each time the market narrowed significantly, the US stock market experienced a sharp decline.</strong></p><p><strong>The market width is shrinking sharply, with serious consequences.</strong></p><p><p style=\"text-align: justify;\">A week ago,<strong><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It raised its alert level for a record collapse in market width to level 11.</strong></p><p><p style=\"text-align: justify;\">At the time, David Kostin, the bank's chief equity strategist, wrote: \"The recent sharp narrowing of market breadth indicates an increased risk of withdrawal.\"<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>and<a href=\"https://laohu8.com/S/0J6Y.UK\">Société Générale</a>A similar warning was issued.</p><p><p style=\"text-align: justify;\">Kostin observed the recent performance of Alphabet, Apple, Microsoft, Meta, and Amazon.<strong>These five stocks account for 89% of the S&P 500's year-to-date returns.</strong>And warned that,<strong>For the first time since 2020, the market width has contracted to below the average standard deviation of one percentage point.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ff9fa3694a1ce7b371dbadabc409584\" title=\"\" tg-width=\"500\" tg-height=\"349\"/></p><p><p style=\"text-align: justify;\">The strategist then reviewed historical performance,<strong>It has been found that since 1980, after each significant narrowing of the market width, the S&P 500 has experienced a similar sharp drop, followed by a lower-than-average return and a larger peak-trough correction, with a median 6-month return of -11%.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1211b55643c0bfd6636eb02f429371e\" title=\"\" tg-width=\"500\" tg-height=\"305\"/></p><p><p style=\"text-align: justify;\">In fact,<strong>Since Goldman Sachs issued its first warning, the market has become narrower and the problems have become more serious.</strong></p><p><p style=\"text-align: justify;\">Since last week, all major tech stocks except Amazon have continued to rise. According to an earlier report by Goldman Sachs analyst Scott Rubner, the weight of the two largest tech giants, Apple and Microsoft, in the S&P 500 by market capitalization is increasing parabolically.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1824824a8e1e62b8eca6456f69d85c80\" title=\"\" tg-width=\"500\" tg-height=\"335\"/></p><p><p style=\"text-align: justify;\">Therefore, for the second time in a row, Kostin issued a warning in its weekly Kickstart report.</p><p><p style=\"text-align: justify;\">In his new report, Kostin gets straight to the point,<strong>Super-large tech stocks have outperformed the S&P 500 by 23% this year, accounting for the largest share of the index's 6% return.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ae6b3ce60bc9f2fbe02555b3c6f1b6\" title=\"\" tg-width=\"500\" tg-height=\"343\"/></p><p><p style=\"text-align: justify;\">This year,<strong>The top five tech stocks returned between 19% and 94%, with an overall return of 29%.</strong>。 Due to strong returns, the market capitalization of large technology stocks has soared.</p><p><p style=\"text-align: justify;\">Kostin wrote,<strong>The weighting of large tech stocks in the S&P 500 has rebounded from 18% last December to 22% now.</strong>However, it is still below the 25% high reached in August 2020.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4d723c455b62a38e514f5a2ba2f80bd\" title=\"\" tg-width=\"500\" tg-height=\"162\"/></p><p><strong>With the risk of economic recession intensifying, large technology stocks have become safe havens?</strong></p><p><p style=\"text-align: justify;\">Kostin stated that, from a micro perspective,<strong>The rise in large-cap technology stocks was primarily driven by improved fundamental prospects.</strong></p><p><p style=\"text-align: justify;\">During 2022, due to sluggish growth in the post-pandemic era, analysts lowered their 2023 earnings per share forecasts for large technology companies by an average of 27%. However, their performance in the first quarter of this year was better than market expectations, and their earnings per share were revised upwards.</p><p><p style=\"text-align: justify;\">Meanwhile, although the gap between the sales growth of large technology companies and all constituent companies of the index narrowed between 2021 and 2022, analysts expect this gap to widen further.</p><p><p style=\"text-align: justify;\">From 2013 to 2019, the average annual sales growth rate of large technology companies was 15%, while the S&P 500 index was only 4%, a difference of 11 percentage points. However, from 2021 to 2022, as sales growth accelerated across all component companies of the index, this gap narrowed to 2 percentage points.</p><p><p style=\"text-align: justify;\">Looking to the future,<strong>Goldman Sachs believes that although annual sales growth of giant tech stocks is expected to slow from 2023 to 2025, the gap with the index is expected to widen to 5 percentage points.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9089258b576ebc7b2b64b0ab1a8be3d8\" title=\"\" tg-width=\"500\" tg-height=\"342\"/></p><p><p style=\"text-align: justify;\">Kostin also believes that the long-term prospects of large tech stocks may benefit from advancements in AI technology.</p><p><p style=\"text-align: justify;\">Goldman Sachs estimates<strong>AI could drive global economic growth by approximately $7 trillion over the next 10 years.</strong>It is estimated that the total market size of generative artificial intelligence (AIGC) software will reach $150 billion. Of all the tech stocks, Microsoft, Google, Amazon, and Meta are most likely to benefit.</p><p><p style=\"text-align: justify;\"><strong>Higher profit margins may be another reason for the outstanding performance of large tech stocks.</strong></p><p><p style=\"text-align: justify;\">According to Goldman Sachs, the average total net profit margin of large tech stocks over the past five years has been 20.2%, compared to 10.9% for all components of the S&P 500, a difference of 9.3 percentage points. In 2022, the profit margins of large tech stocks were 7.8 percentage points higher than those of all S&P 500 constituents, but Goldman Sachs believes that the profit margins of large tech stocks bottomed out in the fourth quarter of last year, and the gap between the two is expected to widen to 8.1 percentage points in the fourth quarter of this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c54bc9c6497ecebe3c8ae5015723736\" title=\"\" tg-width=\"500\" tg-height=\"344\"/></p><p><p style=\"text-align: justify;\">It is worth noting that high profit margins mean stronger cash flow, which helps companies invest further to achieve long-term growth while also returning cash to shareholders. According to statistics, in 2022, capital expenditures and research and development accounted for 57% of the cash expenditures of large technology stocks, while the proportion of share buybacks increased from 14% in 2012 to 36%. R&D and repurchase expenditures accounted for 26% and 24% of all S&P 500 constituent companies, respectively.</p><p><p style=\"text-align: justify;\">In addition to the above factors,<strong>The recent macroeconomic environment has also provided support for the stock prices of tech giants.</strong>Although the Federal Reserve's continued rate hike continues to weigh on technology stocks, given...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>As the industrial crisis escalates, economic growth slows significantly, and US Treasury yields decline, more and more investors are turning to large-cap technology stocks and other high-quality stocks.</p><p><p style=\"text-align: justify;\">According to Kostin,<strong>Amid renewed recession fears, investors view large-cap tech stocks as defensive.</strong></p><p><strong>What will happen to the US stock market this time?</strong></p><p><p style=\"text-align: justify;\">The key question is, to what extent will a sharp drop in market breadth impact the entire US stock market? When will the volcano erupt?</p><p><p style=\"text-align: justify;\"><strong>Kostin warned last week that a collapse in market breadth would end in tragedy, but this time he went on to explain that it could take a long time to happen.</strong></p><p>If the current below-trend economic environment and declining (US Treasury) yields continue, super-cap tech companies may maintain their valuation premiums and continue to outperform the market.<p style=\"text-align: justify;\">Super-cap tech companies currently have a P/E of 25 times, a 49% premium over other S&P 500 constituents, placing them in the 51st percentile all-time.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be8a8e7b418e12e4a25ef5bd65b03b4\" title=\"\" tg-width=\"500\" tg-height=\"349\"/></p><p><p style=\"text-align: justify;\">Kostin predicts that in his baseline forecast of a \"soft landing\" scenario, recession risks will eventually subside and interest rates will continue to rise. In this environment, large tech stocks may underperform smaller, more cyclical stocks.</p><p><p style=\"text-align: justify;\">However, the market clearly disagrees with this view, as current pricing in the futures market indicates...<strong>By the end of the year, Federal Funds rate will cut interest rates by a total of 100 basis points, while Goldman Sachs predicts that the Federal Reserve will not cut interest rates before the end of the year.</strong></p><p><p style=\"text-align: justify;\">In any case, it is certain that if interest rates rise, tech giant stocks may suffer a greater impact than other companies.</p><p><p style=\"text-align: justify;\">If the U.S. economy enters a recession and yields fall, giant tech stocks will continue to be considered defensive stocks, at which point the top five tech stocks will push the market to new heights. Another possibility is that if economic growth falls short of expectations or even enters a recession, investors may reduce their exposure to stocks across the board, which could put pressure on large tech stocks.</p><p><p style=\"text-align: justify;\"><strong>Large tech stocks are among the most popular long positions for hedge funds, but they also bear the brunt during risk-averse events, with funds typically selling more popular and liquid stocks first.</strong>In Goldman Sachs' VIP portfolio, all five large technology stocks rank among the top 10 long positions.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","MSFT":"微软","AMZN":"亚马逊",".SPX":"S&P 500 Index","META":"Meta Platforms, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115197783","content_text":"衡量价格上涨和下降的股票数量比的市场宽度已降至三年来最低水平。以史为鉴，过去四十年里，每次市场宽度大幅缩窄后，美股都会经历一次大跌。科技股的王者归来，可能掩盖了美股存在的隐患。今年迄今，微软、苹果、亚马逊、谷歌母公司Alphabet、Meta科技上涨了18%-39%，是标普500指数涨幅的2-4倍。鉴于5大巨头的体量，如果剔除这些股票，剩下495家公司的标普500成分股表现并不理想。与此同时，衡量价格上涨的股票和价格下降的股票数量之比的市场宽度（Market Breadth）加剧收缩，目前已降至三年来最低水平。以史为鉴，过去四十年里，每次市场宽度大幅缩窄后，美股都会经历一次大跌。市场宽度加剧收缩，后果很严重一周前，高盛将其市场宽度创纪录崩塌的警戒级别提高至11级。当时，该行首席股票策略师David Kostin写道：“最近市场宽度的急剧缩窄表明，撤资风险上升。”摩根大通和法国兴业银行也发出了类似警告。Kostin观察了Alphabet、苹果、微软、Meta和亚马逊近期的表现，发现这5只股票占标普500指数今年迄今回报的89%，并警告称，自2020年以来，市场宽度首次收缩至一个百分点平均标准差的以下水平。这位策略师随后回顾了历史表现，发现自1980年以来，市场宽度每次出现大幅缩窄后，标普500指数都经历了类似幅度的大跌，随后回报率低于平均水平，峰谷回调幅度更大，6个月回报率中位数为-11%。实际上，自高盛发出第一次警告以来，市场宽度变得更窄，问题更加严重。上周以来，除了亚马逊以外，所有大型科技股股价继续上涨，根据高盛分析师Scott Rubner稍早前发布的报告，最大的两个科技巨头苹果和微软市值占标普500的权重正在呈抛物线增加。因此，Kostin连续第二次在其周度Kickstart报告中发出警告。在新的报告中，Kostin开门见山地指出，今年以来超大型科技股的整体表现比标普500指数高了23%，在该指数6%的回报中，它们占了最大份额。今年以来，5大科技股的回报率在19%-94%之间，整体回报率为29%。由于回报给力，大型科技股的市值水涨船高。Kostin写道，大型科技股在标普500指数中的权重已从去年12月的18%反弹，目前达到22%，不过仍低于2020年8月达到的25%的高点。经济衰退风险加剧，大型科技股成为避风港？Kostin表示，从微观角度来看，大型股科技股的上涨主要是由基本面前景改善推动的。2022年期间，由于后疫情时代增长疲软，分析师将大型科技公司2023年每股收益预测平均下调了27%。然而，今年一季度它们的业绩好于市场预期，每股收益向上修正。与此同时，尽管2021年至2022年间，大型科技公司的销售增长与指数所有成分公司之间的差距有所缩小，但分析师预计这一差距将进一步扩大。从2013年到2019年，大型科技公司的平均年销售增长率为15%，而标准普尔500指数仅为4%，增速相差11个百分点。但从2021年到2022年，随着该指数所有成分公司销售增长加速，这一差距缩窄至2个百分点。展望未来，高盛认为，尽管2023年至2025年巨型科技股的年度销售增长预计将放缓，但与指数的差距预计将扩大至5个百分点。Kostin还认为，大型科技股的长期前景可能受益于AI技术的进步。高盛估计，AI可能会在未来10年内推动全球经济增长约7万亿美元，并估计生成式人工智能（AIGC）软件的市场总规模将达到1500亿美元。所有科技股中，微软、谷歌、亚马逊和Meta最可能从中受益。更高的利润率可能是大型科技股表现出色的另一个原因。据高盛计算，大型科技股过去五年的总净利润率平均为20.2%，相比之下，标普500指数所有成分公司的利润率为10.9%，两者相差9.3个百分点。2022年，大型科技股的利润率比标普500所有成分公司高7.8个百分点，但高盛认为，大型科技股的利润率已去年第四季度触底，两者差距预计在今年第四季度扩大到8.1个百分点。值得注意的是，高利润率意味着更强劲的现金流，有助于公司进一步投资实现长期增长，同时也向股东返还现金。据统计，2022年，资本支出和研发占大型科技股现金支出的57%，回购占比则从2012 年的14%增长到36%，研发和回购支出规模分别占标普500所有成分公司的26%和24%。除以上因素以外，最近的宏观环境也对科技巨头股价形成支撑。虽然美联储的持续加息仍对科技股形成挤压，但鉴于美国银行业危机升级，经济增长显著放缓，美债收益率下降，越来越多投资者转向大型科技股和其他优质股。按照Kostin的说法，在经济衰退恐慌重燃的情况下，投资者将大型科技股的股票视为经济防御性股票。这次，美股会发生什么？关键问题是，市场宽度骤降会给整个美股带来何种程度的冲击？火山什么时候会爆发？Kostin上周警告称，市场宽度的崩溃将以悲剧收场，但这一次他接着解释称，这可能需要很长时间才能发生。 如果当前经济经济低于趋势和（美债）收益率下降的环境持续下去，超级市值科技公司可能会保持其估值溢价，并继续跑赢大盘。超级市值科技公司目前的市盈率为25倍，比标普500指数的其他成分股溢价49%，位列历史的第51个百分位。Kostin预计，在他的基线预测“软着陆”情景中，衰退风险最终将会消退，利率将会继续上升，在这种环境下，大型科技股的表现可能会逊于规模较小、更具周期性的股票。但市场显然不同意这种看法，期货市场目前的定价显示，截至年底，联邦基金利率总共将下调100个基点，而高盛则预测美联储年底前不会降息。无论如何，可以肯定的是，如果利率上升，科技巨头股票可能会比其他公司遭受更大的冲击。如果美国经济步入衰退和收益率下跌，巨型科技股将继续被视为防御股，届时五大科技股将推动大盘升至新的高度。还有一种可能性，即经济增长低于预期，甚至是步入衰退，投资者可能会全面缩减股票风险敞口，这可能会对大型科技股构成压力。大型科技股是最受对冲基金欢迎的多头仓位之一，但在风险规避事件期间，这些股票也首当其冲，基金通常会首先抛售更受欢迎、流动性更强的股票。在高盛对冲基金的VIP投资组合中，5只大型科技股全部位列多头仓位前10。","news_type":1,"symbols_score_info":{"AMZN":0.9,"META":0.9,".DJI":0.9,".IXIC":0.9,"AAPL":0.9,"MSFT":0.9,".SPX":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656181644,"gmtCreate":1683524322689,"gmtModify":1683524322689,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"[开心]&nbsp;[开心]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;","text":"[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656181644","repostId":"2333473194","repostType":4,"repost":{"id":"2333473194","kind":"highlight","weMediaInfo":{"introduction":"民间投资共享平台——汇集投资高手，发现投资好点子。","home_visible":1,"media_name":"阿尔法工场研究院","id":"1026500124","head_image":"https://static.tigerbbs.com/4df70e92a2d64be896797ea06b5e676a"},"pubTimestamp":1683519742,"share":"https://ttm.financial/m/news/2333473194?lang=en_US&edition=fundamental","pubTime":"2023-05-08 12:22","market":"us","language":"zh","title":"Opinion | Why is Apple not doing well in AI?","url":"https://stock-news.laohu8.com/highlight/detail?id=2333473194","media":"阿尔法工场研究院","summary":"面对不可忽视的AI大模型浪潮，苹果自己的AI究竟去哪了？在当时的乔布斯看来，Siri不仅代表了苹果未来在AI领域的希望，而且“最终会在宇宙留下自己的痕迹”。在二季度财报会议上，库克表示，AI功能已经嵌入到各种苹果产品中，苹果将继续有序地将AI融入设备中。","content":"<p><html><head></head><body><strong>Faced with Apple's various difficulties in AI today, people can't help but wonder what decisions Steve Jobs would make if he were facing these challenges.</strong>In the AI war that broke out this year, major companies such as Microsoft, Google, and Amazon have all pulled out all the stops, eager to seize the initiative in the future.</p><p>However, Apple, another leading technology company, has fallen silent in this competition.</p><p><img src=\"https://static.tigerbbs.com/cbd616d536f74bb8a5638b58e0ffbe64\" alt=\"\"/></p><p>Faced with the undeniable wave of large-scale AI models, where has Apple's own AI gone?</p><p>When this question is mentioned, many people will almost always think of the iPhone's built-in smart assistant, Siri.</p><p>However, to be realistic, over the past decade, Siri's performance has not only not become more \"intelligent,\" but has actually become increasingly \"mentally challenged.\"</p><p>Long reaction intervals, inability to ask questions continuously, stereotyped and repetitive answers, and other characteristics make Siri appear colder than a \"machine\" in today's world where AIs like GPT are becoming increasingly \"human-like.\"</p><p><img src=\"https://static.tigerbbs.com/ea8432b2b8434cc8aa372a6f773c9a16\" alt=\"\"/></p><p>An ironic fact is that this outcast, whom even Apple employees look down on today, was the \"chosen one\" who carried Steve Jobs' greatest expectations more than a decade ago.</p><p>In Jobs' view at the time, Siri not only represented Apple's future hope in the field of AI, but \"would eventually leave its mark on the universe.\"</p><p>If that's the case, how did the situation deteriorate to where it is today?</p><p><strong>The shackles of privacy</strong>If we were to find the main problem with Apple's current weakness in the field of AI, it would be Apple's long-standing \"persistence\" in user privacy and data security.</p><p><img src=\"https://static.tigerbbs.com/a339167b3af84da58e37f9374c4413d7\" alt=\"\"/></p><p>As we all know, the training of large models requires the support of a large amount of data, which means that access to user information and data is often unavoidable.</p><p>However, protecting user privacy has always been at the core of Apple's brand image and business model, which has led to various difficult situations when it tries to develop large-scale models.</p><p>For example, because real-time user feedback and data are not available, whenever the R&D team tries to add a new phrase to Siri, the entire database often needs to be rebuilt, a process that can take up to six weeks.</p><p>If it's a complex function, it could take up to a year.</p><p>Moreover, Apple's design team repeatedly refused to allow users to provide feedback on Siri's answers to questions, causing the development team to be unable to understand the limitations of the model.</p><p>So how exactly did this privacy policy, which seems like a self-inflicted cocoon today, come about within Apple?</p><p>Like the development of all things, Apple's privacy brand is not innate, but has undergone a long development of 10 years. Its emphasis on privacy has actually been continuously upgraded after being \"beaten\" by the market time and time again, until it has become Apple's \"core value\".</p><p>The two most important turning points occurred in 2011 and 2014, respectively.</p><p><img src=\"https://static.tigerbbs.com/6439c689cb2a4fc987bb1ac67f9a7e33\" alt=\"\"/></p><p>In April 2011, Apple was exposed for uploading user location information to its servers in plaintext, violating user privacy.</p><p>In July 2014, Apple was exposed by hackers for having multiple backdoors that used an undisclosed technology to extract personal data such as text messages, contacts, and photos from iPhones.</p><p>After these two severe crackdowns, Apple, having learned its lesson, had to put in a lot of effort in privacy and security. In 2015, it paid a lot of money to recruit Jane Horvath, a Google global privacy consultant known as one of the \"three privacy czars,\" to assist in the development of privacy design in the IOS system.</p><p>However, for Apple, the establishment of the core value of \"privacy\" is both a prestigious brand and a shackle that binds it.</p><p>Because any subsequent product changes that infringe on \"privacy\" will not challenge the brand loyalty and market share that they have worked so hard to accumulate.</p><p>But people are alive, and data is static. On the road to large-scale models, there are always ways to find alternative paths.</p><p>At WWDC 2017, Apple announced the adoption of Federated Learning technology to improve Siri's voice recognition capabilities.</p><p>It can be recognized on the device without uploading the user's voice data to the cloud for processing, thus protecting the user's privacy.</p><p>This is a very innovative technology because it resolves the conflict between privacy and security and training large models.</p><p><img src=\"https://static.tigerbbs.com/56c2d7df24c046638f176b1af99ee651\" alt=\"\"/></p><p>When the initialized model is trained locally, what is returned to the cloud is only a model trained based on local data, not the user data itself.</p><p>After these local models are transferred back to the cloud, all of the user's local models will be merged into a global model through model aggregation.</p><p>Finally, Apple will transfer the merged global model back to the user's local device through model updates, replacing the original model.</p><p>In this way, Apple not only trained the model but also protected user privacy and security, achieving two goals at once.</p><p>However, even such promising technology could not save Siri from its current predicament, because in addition to simple technical factors, Apple's weakness in the field of AI has deeper reasons.</p><p><strong>Cook's inertia</strong>If you were to ask what the biggest difference was between Cook and Jobs, the words \"businessman\" and \"dreamer\" would probably be enough to sum it up.</p><p>With a background in finance and operations management, Cook emphasized finance and marketing rather than technology research and development during his tenure as CEO of Apple.</p><p>As early as his time as Apple's Chief Operating Officer, he successfully optimized the company's supply chain and production processes, enabling Apple to achieve better sales performance in the market.</p><p>After he succeeded Jobs as CEO of Apple, he continued this management approach that emphasized finance and marketing.</p><p><img src=\"https://static.tigerbbs.com/0402cb991ada4ce7947cfe69c84beea0\" alt=\"\"/></p><p>Is it wrong to be a CEO who wants to make money? No, but that's just for an ordinary company.</p><p>For a tech giant like Apple, simply \"thinking only about making money\" is the beginning of its withering away vitality.</p><p>Faced with the aggressive AI trend, Cook has also acquired several AI startups, such as Turi, Lattice Data, and Perceptio, driven by the times. They even spent a lot of money to poach a team of data scientists from Silicon Valley.</p><p>However, these \"speedguns\" and \"cannons\" stored in the warehouse became ornate \"decorations\" due to Cook's caution.</p><p>During the second-quarter earnings call, Cook stated that AI functionality has been embedded in various Apple products, and Apple will continue to integrate AI into devices in an orderly manner.</p><p>However, the AI functions Cook mentioned are not the currently popular AIGC, but still fall under the category of \"traditional AI,\" including fall detection for the Apple Watch and collision detection for the iPhone.</p><p>Cook's caution and hesitation are essentially a reflection of Apple's inertia in the era of mobile phone hardware.</p><p>Over the past decade, Apple has mainly created and controlled its product ecosystem through independent hardware development and software optimization, which has achieved great success in the past.</p><p><img src=\"https://static.tigerbbs.com/a10956afa3e64452aba05b6333f4ee10\" alt=\"\"/></p><p>In contrast, the practice of embedding generative AI into Apple's hardware and software does not yet have a clear commercial profit model, but Apple has to pay high costs for its huge computing power and hardware.</p><p>Based on previous estimates, GPT-4 costs as much as 12 cents per thousand prompts. In addition, Apple has over one billion iPhone users worldwide, making its operating costs extremely high.</p><p>However, faced with the ever-changing technological revolution, people need not only rational calculations, but also imagination and passion.</p><p>Imagine if embedded in the iPhone was a smaller, highly optimized ChatGPT that could be deployed locally?</p><p>At that time, Siri, based on large models, will make mobile phones an almost all-encompassing multimodal tool, allowing users to write articles, program, or draw anytime, anywhere, on a small screen.</p><p>In fact, someone has already done something like this.</p><p>Recently, Chen Tianqi, an assistant professor in the Department of Computer Science at Carnegie Mellon, successfully made it possible for people to natively deploy any large model on various types of hardware through a project called MLC LLM.</p><p><img src=\"https://static.tigerbbs.com/78ffa82cfc8f4b759be61ff6d0d6970c\" alt=\"\"/></p><p>With the MLC LLM solution, anyone can deploy AI models on their personal devices without server support and accelerated by consumer-grade GPUs on mobile phones and laptops.</p><p>Imagine if such technology were adopted by Apple, which has nearly 2 billion devices worldwide, and tied to various devices in Apple's entire family, integrating AI services into all our existing social, travel, office, and other application scenarios.</p><p>To what extent will Apple's business footprint expand in this way?</p><p>So, given such a vast prospect, will Apple really miss out on this biggest technological revolution of the new century?</p><p><strong>At the end</strong>Faced with Apple's various difficulties in AI today, people can't help but wonder what decisions Steve Jobs would make if he were facing these challenges.</p><p>A long time ago, someone asked Jobs about his views on his career.</p><p>Steve Jobs said, \"Don't plan your career. It's the enemy of most dreams and intuition, and it's the most dangerous and suffocating concept humanity has ever invented.\"</p><p>Throughout Apple's development, Steve Jobs has always been a passionate and innovative leader. His way of thinking is not bound by tradition and is often used for adventure and experimentation.</p><p>Apple's two most important products right now—the Apple II and the iPhone—are not actually driven by a bunch of market research or financial spreadsheets.</p><p>In Jobs' words, \"It's because we all hate our phones.\"</p><p>In Jobs' view, a company is simply an organization of people who come together to solve specific problems. What matters is not the company itself, but what people really care about and are interested in.</p><p>Jobs once talked about why Apple had problems after losing him:</p><p>\"Apple's past goal was to build the best personal computer in the world. The second goal was to make money.\"</p><p>When Apple tried to put \"making money\" first, the whole period was over. This logic didn't work, and it never worked.</p><p>Looking at Apple's cautious approach to AI today, we can see the changes in Apple's core spirit in the post-Jobs era.</p><p>Perhaps, in the face of technological change, people need more than just calculation and weighing, but also a little passion, ideals, and innovative spirit.</p><p>This is because rational calculations seem to make people do everything right, but people lose an entire era because of it.</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>Opinion | Why is Apple not doing well in AI?</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; 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}\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\">\nOpinion | Why is Apple not doing well in AI?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1026500124\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4df70e92a2d64be896797ea06b5e676a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">阿尔法工场研究院 </p>\n<p class=\"h-time smaller\">2023-05-08 12:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Faced with Apple's various difficulties in AI today, people can't help but wonder what decisions Steve Jobs would make if he were facing these challenges.</strong>In the AI war that broke out this year, major companies such as Microsoft, Google, and Amazon have all pulled out all the stops, eager to seize the initiative in the future.</p><p>However, Apple, another leading technology company, has fallen silent in this competition.</p><p><img src=\"https://static.tigerbbs.com/cbd616d536f74bb8a5638b58e0ffbe64\" alt=\"\"/></p><p>Faced with the undeniable wave of large-scale AI models, where has Apple's own AI gone?</p><p>When this question is mentioned, many people will almost always think of the iPhone's built-in smart assistant, Siri.</p><p>However, to be realistic, over the past decade, Siri's performance has not only not become more \"intelligent,\" but has actually become increasingly \"mentally challenged.\"</p><p>Long reaction intervals, inability to ask questions continuously, stereotyped and repetitive answers, and other characteristics make Siri appear colder than a \"machine\" in today's world where AIs like GPT are becoming increasingly \"human-like.\"</p><p><img src=\"https://static.tigerbbs.com/ea8432b2b8434cc8aa372a6f773c9a16\" alt=\"\"/></p><p>An ironic fact is that this outcast, whom even Apple employees look down on today, was the \"chosen one\" who carried Steve Jobs' greatest expectations more than a decade ago.</p><p>In Jobs' view at the time, Siri not only represented Apple's future hope in the field of AI, but \"would eventually leave its mark on the universe.\"</p><p>If that's the case, how did the situation deteriorate to where it is today?</p><p><strong>The shackles of privacy</strong>If we were to find the main problem with Apple's current weakness in the field of AI, it would be Apple's long-standing \"persistence\" in user privacy and data security.</p><p><img src=\"https://static.tigerbbs.com/a339167b3af84da58e37f9374c4413d7\" alt=\"\"/></p><p>As we all know, the training of large models requires the support of a large amount of data, which means that access to user information and data is often unavoidable.</p><p>However, protecting user privacy has always been at the core of Apple's brand image and business model, which has led to various difficult situations when it tries to develop large-scale models.</p><p>For example, because real-time user feedback and data are not available, whenever the R&D team tries to add a new phrase to Siri, the entire database often needs to be rebuilt, a process that can take up to six weeks.</p><p>If it's a complex function, it could take up to a year.</p><p>Moreover, Apple's design team repeatedly refused to allow users to provide feedback on Siri's answers to questions, causing the development team to be unable to understand the limitations of the model.</p><p>So how exactly did this privacy policy, which seems like a self-inflicted cocoon today, come about within Apple?</p><p>Like the development of all things, Apple's privacy brand is not innate, but has undergone a long development of 10 years. Its emphasis on privacy has actually been continuously upgraded after being \"beaten\" by the market time and time again, until it has become Apple's \"core value\".</p><p>The two most important turning points occurred in 2011 and 2014, respectively.</p><p><img src=\"https://static.tigerbbs.com/6439c689cb2a4fc987bb1ac67f9a7e33\" alt=\"\"/></p><p>In April 2011, Apple was exposed for uploading user location information to its servers in plaintext, violating user privacy.</p><p>In July 2014, Apple was exposed by hackers for having multiple backdoors that used an undisclosed technology to extract personal data such as text messages, contacts, and photos from iPhones.</p><p>After these two severe crackdowns, Apple, having learned its lesson, had to put in a lot of effort in privacy and security. In 2015, it paid a lot of money to recruit Jane Horvath, a Google global privacy consultant known as one of the \"three privacy czars,\" to assist in the development of privacy design in the IOS system.</p><p>However, for Apple, the establishment of the core value of \"privacy\" is both a prestigious brand and a shackle that binds it.</p><p>Because any subsequent product changes that infringe on \"privacy\" will not challenge the brand loyalty and market share that they have worked so hard to accumulate.</p><p>But people are alive, and data is static. On the road to large-scale models, there are always ways to find alternative paths.</p><p>At WWDC 2017, Apple announced the adoption of Federated Learning technology to improve Siri's voice recognition capabilities.</p><p>It can be recognized on the device without uploading the user's voice data to the cloud for processing, thus protecting the user's privacy.</p><p>This is a very innovative technology because it resolves the conflict between privacy and security and training large models.</p><p><img src=\"https://static.tigerbbs.com/56c2d7df24c046638f176b1af99ee651\" alt=\"\"/></p><p>When the initialized model is trained locally, what is returned to the cloud is only a model trained based on local data, not the user data itself.</p><p>After these local models are transferred back to the cloud, all of the user's local models will be merged into a global model through model aggregation.</p><p>Finally, Apple will transfer the merged global model back to the user's local device through model updates, replacing the original model.</p><p>In this way, Apple not only trained the model but also protected user privacy and security, achieving two goals at once.</p><p>However, even such promising technology could not save Siri from its current predicament, because in addition to simple technical factors, Apple's weakness in the field of AI has deeper reasons.</p><p><strong>Cook's inertia</strong>If you were to ask what the biggest difference was between Cook and Jobs, the words \"businessman\" and \"dreamer\" would probably be enough to sum it up.</p><p>With a background in finance and operations management, Cook emphasized finance and marketing rather than technology research and development during his tenure as CEO of Apple.</p><p>As early as his time as Apple's Chief Operating Officer, he successfully optimized the company's supply chain and production processes, enabling Apple to achieve better sales performance in the market.</p><p>After he succeeded Jobs as CEO of Apple, he continued this management approach that emphasized finance and marketing.</p><p><img src=\"https://static.tigerbbs.com/0402cb991ada4ce7947cfe69c84beea0\" alt=\"\"/></p><p>Is it wrong to be a CEO who wants to make money? No, but that's just for an ordinary company.</p><p>For a tech giant like Apple, simply \"thinking only about making money\" is the beginning of its withering away vitality.</p><p>Faced with the aggressive AI trend, Cook has also acquired several AI startups, such as Turi, Lattice Data, and Perceptio, driven by the times. They even spent a lot of money to poach a team of data scientists from Silicon Valley.</p><p>However, these \"speedguns\" and \"cannons\" stored in the warehouse became ornate \"decorations\" due to Cook's caution.</p><p>During the second-quarter earnings call, Cook stated that AI functionality has been embedded in various Apple products, and Apple will continue to integrate AI into devices in an orderly manner.</p><p>However, the AI functions Cook mentioned are not the currently popular AIGC, but still fall under the category of \"traditional AI,\" including fall detection for the Apple Watch and collision detection for the iPhone.</p><p>Cook's caution and hesitation are essentially a reflection of Apple's inertia in the era of mobile phone hardware.</p><p>Over the past decade, Apple has mainly created and controlled its product ecosystem through independent hardware development and software optimization, which has achieved great success in the past.</p><p><img src=\"https://static.tigerbbs.com/a10956afa3e64452aba05b6333f4ee10\" alt=\"\"/></p><p>In contrast, the practice of embedding generative AI into Apple's hardware and software does not yet have a clear commercial profit model, but Apple has to pay high costs for its huge computing power and hardware.</p><p>Based on previous estimates, GPT-4 costs as much as 12 cents per thousand prompts. In addition, Apple has over one billion iPhone users worldwide, making its operating costs extremely high.</p><p>However, faced with the ever-changing technological revolution, people need not only rational calculations, but also imagination and passion.</p><p>Imagine if embedded in the iPhone was a smaller, highly optimized ChatGPT that could be deployed locally?</p><p>At that time, Siri, based on large models, will make mobile phones an almost all-encompassing multimodal tool, allowing users to write articles, program, or draw anytime, anywhere, on a small screen.</p><p>In fact, someone has already done something like this.</p><p>Recently, Chen Tianqi, an assistant professor in the Department of Computer Science at Carnegie Mellon, successfully made it possible for people to natively deploy any large model on various types of hardware through a project called MLC LLM.</p><p><img src=\"https://static.tigerbbs.com/78ffa82cfc8f4b759be61ff6d0d6970c\" alt=\"\"/></p><p>With the MLC LLM solution, anyone can deploy AI models on their personal devices without server support and accelerated by consumer-grade GPUs on mobile phones and laptops.</p><p>Imagine if such technology were adopted by Apple, which has nearly 2 billion devices worldwide, and tied to various devices in Apple's entire family, integrating AI services into all our existing social, travel, office, and other application scenarios.</p><p>To what extent will Apple's business footprint expand in this way?</p><p>So, given such a vast prospect, will Apple really miss out on this biggest technological revolution of the new century?</p><p><strong>At the end</strong>Faced with Apple's various difficulties in AI today, people can't help but wonder what decisions Steve Jobs would make if he were facing these challenges.</p><p>A long time ago, someone asked Jobs about his views on his career.</p><p>Steve Jobs said, \"Don't plan your career. It's the enemy of most dreams and intuition, and it's the most dangerous and suffocating concept humanity has ever invented.\"</p><p>Throughout Apple's development, Steve Jobs has always been a passionate and innovative leader. His way of thinking is not bound by tradition and is often used for adventure and experimentation.</p><p>Apple's two most important products right now—the Apple II and the iPhone—are not actually driven by a bunch of market research or financial spreadsheets.</p><p>In Jobs' words, \"It's because we all hate our phones.\"</p><p>In Jobs' view, a company is simply an organization of people who come together to solve specific problems. What matters is not the company itself, but what people really care about and are interested in.</p><p>Jobs once talked about why Apple had problems after losing him:</p><p>\"Apple's past goal was to build the best personal computer in the world. The second goal was to make money.\"</p><p>When Apple tried to put \"making money\" first, the whole period was over. This logic didn't work, and it never worked.</p><p>Looking at Apple's cautious approach to AI today, we can see the changes in Apple's core spirit in the post-Jobs era.</p><p>Perhaps, in the face of technological change, people need more than just calculation and weighing, but also a little passion, ideals, and innovative spirit.</p><p>This is because rational calculations seem to make people do everything right, but people lose an entire era because of it.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37e69d8db14c4630a5e30deca9eee428","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0072462426.USD":"贝莱德全球配置 A2","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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PORTFOLIO \"AX\" (SGD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2333473194","content_text":"面对苹果今天在AI上的种种困境，人们不禁在想，倘若面对这些难题的是乔布斯，他又会如何决断呢？在今年爆发的AI大战中，微软、谷歌、亚马逊等各个大厂，都纷纷使出了自己的浑身解数，渴望在未来的赛道中抢占先机。然而，同样身为科技界龙头企业的苹果，却在这场竞争中“哑火”了。面对不可忽视的AI大模型浪潮，苹果自己的AI究竟去哪了？提到这个问题，很多人几乎都会想到iPhone自带的智能助手——Siri。然而，实事求是地说，在近十年的历程中，Siri的表现不但没有变得更“智能”，反而变得愈发“智障”了。反应间隔久、不能连续提问、回答刻板重复……等等这些特点，在GPT等AI变得愈发有“人性”的今天，都让Siri看上去比“机器”更冰冷了。一个讽刺的事实是：这个今日连苹果内部员工都侧目的弃儿，十多年前，却是承载了乔布斯最大期望的“天之骄子”。在当时的乔布斯看来，Siri不仅代表了苹果未来在AI领域的希望，而且“最终会在宇宙留下自己的痕迹”。既然如此，那情况是怎么衰落到今天这个地步的？隐私的枷锁如果要为当下苹果在AI领域的乏力，找一个最主要的病灶，那这样的病灶，则莫过于苹果长期以来对用户隐私和数据安全的“执着”。众所周知，大模型的训练，离不开大量数据的支持，这就意味着对用户信息和数据的访问，往往是无法避免的。然而，对用户隐私的保护，一直以来都是苹果品牌形象和商业模式的核心，这就导致了其试图在发展大模型时，出现了各种焦头烂额的情况。例如，由于无法获得实时的用户反馈和数据，每当研发团队试图为Siri增加一个新短语时，往往就需要重建整个数据库，这一过程耗时将会长达六个星期。如果是复杂的功能，长则一年也很有可能。不仅如此，而且苹果设计团队还多次拒绝允许用户对Siri回答问题进行反馈，导致开发团队无法理解模型的局限。那么，这种今天看起来如作茧自缚一般的隐私政策，究竟是怎么在苹果内部形成的呢？与所有事物的发展一样，苹果的隐私品牌也不是生来就有的，而是经历了10年的漫长发展，其对隐私的重视程度，实际上是在一次次被市场“毒打”下不断升级，直至成为苹果的“核心价值观”的。其中最重要的两次转折，分别发生在2011和2014年。2011年4月，苹果被爆出将用户定位信息明文上传服务器，侵犯用户隐私；2014年7月，苹果又被黑客爆出存在多个后门，这些后门会通过一项未公开的技术，来提取iPhone中的短信、通讯录和照片等个人数据；经过这两次“毒打”后，痛定思痛的苹果，不得不在隐私安全上下了狠功夫，在2015年重金挖来了有“隐私三沙皇”之一称号的谷歌全球隐私顾问Jane Horvath，来协助研发IOS系统中的隐私设计。然而，“隐私”这一核心价值观的设立，对苹果而言，既是一块金字招牌，又是一条束缚自身的枷锁。因为此后任何有碍于“隐私”的产品改动，都无益于在挑战自身辛苦积累的品牌忠诚度和市场占有率。但人是活的，数据是死的，在通往大模型的路上，总有一些办法能让人另辟蹊径。在2017年的WWDC大会上，苹果宣布采用联邦学习（Federated Learning）技术来改进Siri的语音识别功能。它可以在设备上进行识别，而不需要将用户的语音数据上传到云端进行处理，从而保护用户的隐私。这是个十分创新的技术，因为它解决了隐私安全和训练大模型之间的冲突。当初始化的模型，在本地完成训练后，传回云端的只是一个基于本地数据训练而得到的模型，而不是用户数据本身。这些本地模型被传输回云端后，通过模型聚合的方式，用户所有的本地模型将合并成一个全局模型。最后，苹果会通过模型更新的方式，将合并后的全局模型传输回用户的本地设备上，替换原有的模型。如此一来，苹果既实现了模型的训练，又保护了用户的隐私安全，可谓一举两得。然而，即便是如此有前途的技术，仍然没能挽救今日Siri的窘境，因为除了单纯的技术因素外，苹果在AI领域的疲软，还有更深层次的原因。库克的惯性如果要问库克与乔布斯最大的区别是什么，那恐怕“商人”与“梦想家”这两个词就足以概括。财务和运营管理出身的库克，在担任苹果公司的CEO期间，强调的是财务和营销，而不是技术研发。早在担任苹果公司首席运营官期间，他成功地优化了公司的供应链和生产流程，使得苹果在市场上取得更好的销售业绩。在他接替乔布斯成为苹果公司CEO后，他继续沿用了这种强调财务和营销的管理方式。当一个想赚钱的CEO，有错吗？没有，但那只是对一家普通公司而言。对苹果这样的科技巨头来说，仅仅“只想着赚钱”，就是其生命力枯竭的开始。面对咄咄逼人的AI大潮，库克虽然也在时代的推动下，并购了多家AI初创企业，如Turi、Lattice Data、Perceptio等；甚至还用重金从硅谷挖来了一支数据科学家团队。然而，这些存在仓库里的“快枪”、“大炮”，却由于库克的谨小慎微，而纷纷成了华丽的“摆设”。在二季度财报会议上，库克表示，AI功能已经嵌入到各种苹果产品中，苹果将继续有序地将AI融入设备中。然而，库克所言的AI功能并非当下大热的AIGC，仍然属于“传统AI”的范畴，包括Apple Watch的跌倒检测、iPhone的碰撞检测等。库克的谨慎与裹足不前，本质上是苹果在手机硬件时代思维惯性的一种体现。因为在十多年的发展中，苹果主要是通过自主研发硬件和优化软件的方式，来创建和控制自己的产品生态系统，这在过去取得了巨大成功。相较之下，将生成式AI嵌入苹果硬件、软件中的做法，暂时还看不到一个十分明确的商业化盈利模式，但苹果却要为巨大的算力、硬件付出高昂的成本。依据此前的推算，GPT-4 每千个提示词的成本高达 12 美分，加上苹果全球仅 iPhone 用户就突破十亿，其运行的成本将极其高昂。然而，面对变幻莫测的技术革命，人们不仅需要理性的计算，更需要想象力与激情。试想一下 ，如果嵌入到iPhone中的，是一个能够在本地部署，并且高度优化过后的，更小的 ChatGPT 呢？到了那时，基于大模型的 Siri ，将会让手机成为一个几乎无所不包的多模态工具，无论是写文章、编程，还是绘画，都能随时随地，在小小的屏幕间实现。实际上，这样的事情，已经有人做到了。最近，卡耐基梅隆计算机科学系助理教授陈天奇，就成功通过一个叫MLC LLM 的项目，让人们在各类硬件上原生部署任意大型模型，成为了可能。借助 MLC LLM 方案，每个人都能在个人设备上部署 AI 模型，而无需服务器支持，并通过手机和笔记本电脑上的消费级 GPU 进行加速。想象一下，倘若这样的技术，被全球拥有接近 20 亿台设备的苹果采用，并将之与苹果全家桶里各种设备绑定，使AI服务集成到我们现有社交、出行、办公等等所有应用场景之中。如此一来，苹果的商业版图将会扩大到什么地步？那么，面对如此广阔的前景，苹果是否真的会错过这场新世纪以来最大的技术革命呢？写在最后面对苹果今天在AI上的种种困境，人们不禁在想，倘若面对这些难题的是乔布斯，他又会如何决断呢？很久之前，有人曾问乔布斯对对于事业（career）的看法。乔布斯是这么看的：“不要规划事业（career），那是大多数梦想和直觉的敌人，也是人类有史以来发明的最危险、最令人窒息的一个概念。”在苹果的发展历程中，乔布斯始终是一位充满激情和创新思维的领袖，他的思维方式不拘泥于传统，并时常用于冒险和尝试。苹果目前最重要的两大产品——Apple II 和 iPhone，实际上并不是由一大堆市场研究或者金融表格推动的。用乔布斯的话来说：“是因为我们都讨厌自己的手机。”在乔布斯看来，公司只是一群人聚集在一起解决特定问题的组织，重要的不是公司本身，而是人们真正关注和感兴趣的事情。乔布斯曾经谈到过，为什么苹果失去他之后会出现问题：“苹果过去的目标是造出世界上最好的个人电脑。第二个目标是赚钱。”而当苹果试图将“赚钱”放在第一位时，整个时期就完蛋了，这个逻辑没有成功，并且它从来都不管用。纵观今日苹果在AI方面的种种谨慎，我们可以由此看出在后乔布斯时代，苹果精神内核的变化。或许，在技术变革面前，人们需要的不仅仅是计算与权衡，更需要些许激情、理想与创新精神。这是因为，理性的计算看似让人做对了一切，但人们却因此而失掉了整个时代。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656300391,"gmtCreate":1683331469715,"gmtModify":1683331469715,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"👍……","listText":"👍……","text":"👍……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656300391","repostId":"1112808779","repostType":4,"repost":{"id":"1112808779","kind":"news","pubTimestamp":1683300967,"share":"https://ttm.financial/m/news/1112808779?lang=en_US&edition=fundamental","pubTime":"2023-05-05 23:36","market":"us","language":"zh","title":"Besides AI, what other highlights were there at the Google I/O developer conference?","url":"https://stock-news.laohu8.com/highlight/detail?id=1112808779","media":"华尔街见闻","summary":"升级版Bard、全新AI搜索引擎、AI版Workspace、Android 14系统、Pixel全家桶...自从微软支持的ChatGPT出现后，谷歌一夜之间从机器学习领域的引领者沦为追随者，仓促间推出","content":"<p><html><head></head><body><strong>Upgraded version of Bard, new AI search engine, AI version of Workspace, Android 14 system, Pixel family suite...</strong><p style=\"text-align: justify;\">Since the emergence of Microsoft-backed ChatGPT, Google has suddenly gone from a leader in the field of machine learning to a follower, and its hastily launched Bard has failed to make a splash in the market. Faced with ever-increasing pressure from competitors, Google must come up with a more competitive product, and right now, there is no better opportunity than the annual I/O developer conference.</p><p><p style=\"text-align: justify;\">The I/O Developer Conference – Google's biggest event of the year – will be held on May 10th local time (May 11th Beijing time) in Mountain View, California, USA, and Google will provide live coverage of the entire event. At that time, professionals from around the world will gather to learn about Google's innovations and progress in software and hardware.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/696cb39c9ba9f16334fd38dbb017aedc\" tg-width=\"640\" tg-height=\"683\"/></p><p><p style=\"text-align: justify;\">Google CEO Sundar Pichai revealed a few highlights during the first-quarter earnings call, including AI, Pixel phones, and Android 14. Based on media reports, Wall Street Insights has compiled eight highlights of this grand event:</p><p><h2>A smarter Bard?</h2><p style=\"text-align: justify;\">As a \"forced\" product, Bard's initial launch was a failure, and Google was criticized for being \"hasty, clumsy, and lacking any Google style.\" Can Google avenge its previous defeat by launching an upgraded version of Bard at this conference?</p><p><p style=\"text-align: justify;\">As early as the end of March, Pichai revealed that it would launch an upgraded version of Bard, which would be upgraded from a lightweight LaMDA model to a larger-scale PaLM model, with training parameters increasing from 137 billion to 540 billion. It is said that the upgraded Bard will have stronger common sense reasoning and programming capabilities.</p><p><p style=\"text-align: justify;\">In mid-last month, Google announced that Bard had learned to program and develop software. He could not only generate code and fix bugs in code, but also explain the uses of code.</p><p><h2>Is a brand new AI search engine coming soon?</h2><p style=\"text-align: justify;\">From integrating ChatGPT to fully opening up the entire platform, Microsoft's new Bing has irreversibly become the biggest threat to Google's search business in the past 25 years.</p><p><p style=\"text-align: justify;\">Google is actively responding, reportedly accelerating the development of a brand-new generative AI search engine, Magi. The engine's biggest feature is its ability to \"guess user needs,\" making it more interactive. Google also plans to keep ads in search results.</p><p><p style=\"text-align: justify;\">Previously, it was reported that<strong>Planning documents indicate that Magi will be released to the public this month.</strong>So, will it be the I/O developer conference in a week?</p><p><h2>An AI version of Workspace has been unveiled?</h2><p style=\"text-align: justify;\">In the office sector, which is also threatened by Microsoft, Google has announced that it will integrate AI into its Workspace office system. Office software such as Gmail, Google Docs, Google Slides, and Google Meet will all integrate generative AI.</p><p><p style=\"text-align: justify;\">For example, users can use AI to generate, summarize, and brainstorm in Docs; Write an outline in Gmail and have the AI write the entire email; Use AI to generate images, audio, and video in Slides; Create notes with AI in Meet.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddc910872e4bcd2eb0eb69520c157641\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">Gmail and Docs are currently in user testing and have not yet been released to the public. Therefore, some believe that Google may officially open these features at the I/O developer conference.</p><p><p style=\"text-align: justify;\">This presents an excellent opportunity for Google to preemptively strike, as although Microsoft has announced the integration of AI into Office, it is still in the testing phase and has not yet been fully released to the public.</p><p><p style=\"text-align: justify;\">For tech professionals, Google's approach of integrating AI into the entire Workspace system rather than individual features may be more attractive. Google may release these details at that time.</p><p><h2>Will Google Assistant get an upgrade?</h2><p style=\"text-align: justify;\">Voice assistants were already the most advanced and mature AI technology when they first entered the market, but they have stagnated ever since. Google Assistant, Apple's Siri, and Amazon's Alexa are currently the most powerful voice assistants on the market, while Microsoft has long since announced its abandonment of Cortana.</p><p><p style=\"text-align: justify;\">Some believe that if Google Assistant can be upgraded and gain the ability to generate content based on user prompts, it will beat Siri and Alexa.</p><p><p style=\"text-align: justify;\">However, the team behind it is currently in charge of the development of Bard, so it is unclear whether Google is ready to announce an upgrade.</p><p><h2>Will Imagen make an appearance?</h2><p style=\"text-align: justify;\">When it comes to the most popular image generators right now, Dell-E and Midjourney are undoubtedly the best. In contrast, Google has been developing its own image generator, Imagen, for a long time, but has not yet officially launched it to the public.</p><p><p style=\"text-align: justify;\">This inevitably raises doubts about whether there was a problem with the Imagen development process. Or perhaps Google is afraid of making another Bard-style joke?</p><p><p style=\"text-align: justify;\">Some believe that if Google can officially launch this image generator at this year's I/O conference, it may open up a new chapter in the field of AI.</p><p><h2>Developer Tools Arrangement!</h2><p style=\"text-align: justify;\">Google teased on its I/O conference website that it would share a new set of developer tools that would allow users to build on its models.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9d5299367fe1724b1b2b9ecb6d4c8ec\" tg-width=\"640\" tg-height=\"459\"/></p><p><p style=\"text-align: justify;\">Since this event is aimed at developers, there is no doubt that a large portion of it will be dedicated to providing tools and services for these audiences, including APIs (application programming interfaces) and more efficient workflows.</p><p><h2>What updates will the operating system receive?</h2><p style=\"text-align: justify;\"><strong>Android 14</strong></p><p><p style=\"text-align: justify;\">During the Q1 earnings call, Pichai stated that Google will share exciting new features it is bringing to Android 14, but did not reveal further details.</p><p><p style=\"text-align: justify;\">In early April, Google released Beta 1, the first Beta version of Android 14, primarily for Pixel users.</p><p><p style=\"text-align: justify;\">Based on user experience, Android 14 has made some upgrades to facilitate daily activities, such as setting up predictive back gestures, the navigation bar will always remain transparent and will not take up critical screen space, and Google also allows personalization of shared lists. So far, Android 14 feels more like an iterative update, continuing to build on Material You.</p><p><p style=\"text-align: justify;\">According to Google's release schedule, May is still the testing phase for Android 14, and a more stable version is expected to be released after June.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf93f41f69ab043f27355b406ff729f1\" tg-width=\"640\" tg-height=\"134\"/></p><p><p style=\"text-align: justify;\"><strong>Android XR</strong></p><p><p style=\"text-align: justify;\">In February, Samsung announced that it would collaborate with Google and Qualcomm to develop a new XR headset. It is said that this headset can run on Google's new Android system. Will there be any latest news about this headset at this conference?</p><p><p style=\"text-align: justify;\"><strong>WearOS</strong></p><p><p style=\"text-align: justify;\">WearOS is an operating system released by Google back in 2021, mainly used for wearable devices such as smartwatches. It was upgraded to version 3.5 last year. With the upgrade of the Android system, some people speculate that Google may release WearOS 4.0 at the conference.</p><p><p style=\"text-align: justify;\"><strong>chromium</strong></p><p><p style=\"text-align: justify;\">Earlier this month, Google released a cross-device service application to support ChromeOS (a PC-based operating system). Some analysts believe that Google will most likely give a demonstration and announce the release schedule at the I/O conference.</p><p><p style=\"text-align: justify;\"><strong>\"Find my device\"</strong></p><p><p style=\"text-align: justify;\">In addition, there are rumors that Google is developing a \"Find My Device\" feature that will allow users to find their devices even after they are turned off. This feature will be called Pixel Power-off Finder, at least that's the name on Pixel phones.</p><p><h2>Pixel Family Bucket</h2><p style=\"text-align: justify;\">According to multiple media reports, Google will unveil four new digital products at its I/O developer conference: the Pixel 7a phone, the Pixel Fold foldable phone, the Pixel Tablet, and the new sky blue Pixel Bud-Series A wireless headphones.</p><p><p style=\"text-align: justify;\">According to the leaked renders, the Pixel 7a basically copies the design of the Pixel 7 and Pixel 7 Pro. On the back is a very unique imaging module, which is said to be available in three colors: silver, gray-black, and light blue.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae9788c64e17f5f3782927f48f4aee77\" tg-width=\"640\" tg-height=\"360\"/></p><p><p style=\"text-align: justify;\">The Pixel Fold foldable phone has reportedly been in preparation since 2020, originally scheduled for release in 2021, but has been postponed to 2023, making it a long-awaited release.</p><p><p style=\"text-align: justify;\">It is reported that the Pixel Fold adopts the most mainstream inward folding design, equipped with a 5.8-inch OLED outer screen and a 7.6-inch OLED inner screen, both of which support a 120Hz refresh rate. This phone will be equipped with Google's self-developed Tensor G2.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34d7e4e786ba3227f2687b47afdc5dd2\" tg-width=\"640\" tg-height=\"368\"/></p><p><p style=\"text-align: justify;\">As for the Pixel Tablet, Google mentioned it at its new product launch event last October, but did not announce the relevant specifications and configurations. Google has reportedly equipped it with a magnetic dock, and the tablet is expected to be available in four colors.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cef7bf88071ea5bbcfcd1f89bdd7f5f1\" tg-width=\"640\" tg-height=\"360\"/></p><p><p style=\"text-align: justify;\">The Pixel Buds A headphones are the cheapest Pixel Buds series headphones Google has ever released. They are currently available in white and dark olive, and a sky blue color is expected to be added this year, the same color as the Pixel 7a.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c70b0e4d82355ece633a23956fe2afd\" tg-width=\"640\" tg-height=\"640\"/></p><p>In terms of other hardware, Google may share the latest developments regarding the Fitbit smart band, which Google has made sweeping changes to since completing its acquisition of the Fitbit platform.</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>Besides AI, what other highlights were there at the Google I/O developer conference?</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\">\nBesides AI, what other highlights were there at the Google I/O developer conference?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-05 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Upgraded version of Bard, new AI search engine, AI version of Workspace, Android 14 system, Pixel family suite...</strong><p style=\"text-align: justify;\">Since the emergence of Microsoft-backed ChatGPT, Google has suddenly gone from a leader in the field of machine learning to a follower, and its hastily launched Bard has failed to make a splash in the market. Faced with ever-increasing pressure from competitors, Google must come up with a more competitive product, and right now, there is no better opportunity than the annual I/O developer conference.</p><p><p style=\"text-align: justify;\">The I/O Developer Conference – Google's biggest event of the year – will be held on May 10th local time (May 11th Beijing time) in Mountain View, California, USA, and Google will provide live coverage of the entire event. At that time, professionals from around the world will gather to learn about Google's innovations and progress in software and hardware.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/696cb39c9ba9f16334fd38dbb017aedc\" tg-width=\"640\" tg-height=\"683\"/></p><p><p style=\"text-align: justify;\">Google CEO Sundar Pichai revealed a few highlights during the first-quarter earnings call, including AI, Pixel phones, and Android 14. Based on media reports, Wall Street Insights has compiled eight highlights of this grand event:</p><p><h2>A smarter Bard?</h2><p style=\"text-align: justify;\">As a \"forced\" product, Bard's initial launch was a failure, and Google was criticized for being \"hasty, clumsy, and lacking any Google style.\" Can Google avenge its previous defeat by launching an upgraded version of Bard at this conference?</p><p><p style=\"text-align: justify;\">As early as the end of March, Pichai revealed that it would launch an upgraded version of Bard, which would be upgraded from a lightweight LaMDA model to a larger-scale PaLM model, with training parameters increasing from 137 billion to 540 billion. It is said that the upgraded Bard will have stronger common sense reasoning and programming capabilities.</p><p><p style=\"text-align: justify;\">In mid-last month, Google announced that Bard had learned to program and develop software. He could not only generate code and fix bugs in code, but also explain the uses of code.</p><p><h2>Is a brand new AI search engine coming soon?</h2><p style=\"text-align: justify;\">From integrating ChatGPT to fully opening up the entire platform, Microsoft's new Bing has irreversibly become the biggest threat to Google's search business in the past 25 years.</p><p><p style=\"text-align: justify;\">Google is actively responding, reportedly accelerating the development of a brand-new generative AI search engine, Magi. The engine's biggest feature is its ability to \"guess user needs,\" making it more interactive. Google also plans to keep ads in search results.</p><p><p style=\"text-align: justify;\">Previously, it was reported that<strong>Planning documents indicate that Magi will be released to the public this month.</strong>So, will it be the I/O developer conference in a week?</p><p><h2>An AI version of Workspace has been unveiled?</h2><p style=\"text-align: justify;\">In the office sector, which is also threatened by Microsoft, Google has announced that it will integrate AI into its Workspace office system. Office software such as Gmail, Google Docs, Google Slides, and Google Meet will all integrate generative AI.</p><p><p style=\"text-align: justify;\">For example, users can use AI to generate, summarize, and brainstorm in Docs; Write an outline in Gmail and have the AI write the entire email; Use AI to generate images, audio, and video in Slides; Create notes with AI in Meet.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddc910872e4bcd2eb0eb69520c157641\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">Gmail and Docs are currently in user testing and have not yet been released to the public. Therefore, some believe that Google may officially open these features at the I/O developer conference.</p><p><p style=\"text-align: justify;\">This presents an excellent opportunity for Google to preemptively strike, as although Microsoft has announced the integration of AI into Office, it is still in the testing phase and has not yet been fully released to the public.</p><p><p style=\"text-align: justify;\">For tech professionals, Google's approach of integrating AI into the entire Workspace system rather than individual features may be more attractive. Google may release these details at that time.</p><p><h2>Will Google Assistant get an upgrade?</h2><p style=\"text-align: justify;\">Voice assistants were already the most advanced and mature AI technology when they first entered the market, but they have stagnated ever since. Google Assistant, Apple's Siri, and Amazon's Alexa are currently the most powerful voice assistants on the market, while Microsoft has long since announced its abandonment of Cortana.</p><p><p style=\"text-align: justify;\">Some believe that if Google Assistant can be upgraded and gain the ability to generate content based on user prompts, it will beat Siri and Alexa.</p><p><p style=\"text-align: justify;\">However, the team behind it is currently in charge of the development of Bard, so it is unclear whether Google is ready to announce an upgrade.</p><p><h2>Will Imagen make an appearance?</h2><p style=\"text-align: justify;\">When it comes to the most popular image generators right now, Dell-E and Midjourney are undoubtedly the best. In contrast, Google has been developing its own image generator, Imagen, for a long time, but has not yet officially launched it to the public.</p><p><p style=\"text-align: justify;\">This inevitably raises doubts about whether there was a problem with the Imagen development process. Or perhaps Google is afraid of making another Bard-style joke?</p><p><p style=\"text-align: justify;\">Some believe that if Google can officially launch this image generator at this year's I/O conference, it may open up a new chapter in the field of AI.</p><p><h2>Developer Tools Arrangement!</h2><p style=\"text-align: justify;\">Google teased on its I/O conference website that it would share a new set of developer tools that would allow users to build on its models.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9d5299367fe1724b1b2b9ecb6d4c8ec\" tg-width=\"640\" tg-height=\"459\"/></p><p><p style=\"text-align: justify;\">Since this event is aimed at developers, there is no doubt that a large portion of it will be dedicated to providing tools and services for these audiences, including APIs (application programming interfaces) and more efficient workflows.</p><p><h2>What updates will the operating system receive?</h2><p style=\"text-align: justify;\"><strong>Android 14</strong></p><p><p style=\"text-align: justify;\">During the Q1 earnings call, Pichai stated that Google will share exciting new features it is bringing to Android 14, but did not reveal further details.</p><p><p style=\"text-align: justify;\">In early April, Google released Beta 1, the first Beta version of Android 14, primarily for Pixel users.</p><p><p style=\"text-align: justify;\">Based on user experience, Android 14 has made some upgrades to facilitate daily activities, such as setting up predictive back gestures, the navigation bar will always remain transparent and will not take up critical screen space, and Google also allows personalization of shared lists. So far, Android 14 feels more like an iterative update, continuing to build on Material You.</p><p><p style=\"text-align: justify;\">According to Google's release schedule, May is still the testing phase for Android 14, and a more stable version is expected to be released after June.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf93f41f69ab043f27355b406ff729f1\" tg-width=\"640\" tg-height=\"134\"/></p><p><p style=\"text-align: justify;\"><strong>Android XR</strong></p><p><p style=\"text-align: justify;\">In February, Samsung announced that it would collaborate with Google and Qualcomm to develop a new XR headset. It is said that this headset can run on Google's new Android system. Will there be any latest news about this headset at this conference?</p><p><p style=\"text-align: justify;\"><strong>WearOS</strong></p><p><p style=\"text-align: justify;\">WearOS is an operating system released by Google back in 2021, mainly used for wearable devices such as smartwatches. It was upgraded to version 3.5 last year. With the upgrade of the Android system, some people speculate that Google may release WearOS 4.0 at the conference.</p><p><p style=\"text-align: justify;\"><strong>chromium</strong></p><p><p style=\"text-align: justify;\">Earlier this month, Google released a cross-device service application to support ChromeOS (a PC-based operating system). Some analysts believe that Google will most likely give a demonstration and announce the release schedule at the I/O conference.</p><p><p style=\"text-align: justify;\"><strong>\"Find my device\"</strong></p><p><p style=\"text-align: justify;\">In addition, there are rumors that Google is developing a \"Find My Device\" feature that will allow users to find their devices even after they are turned off. This feature will be called Pixel Power-off Finder, at least that's the name on Pixel phones.</p><p><h2>Pixel Family Bucket</h2><p style=\"text-align: justify;\">According to multiple media reports, Google will unveil four new digital products at its I/O developer conference: the Pixel 7a phone, the Pixel Fold foldable phone, the Pixel Tablet, and the new sky blue Pixel Bud-Series A wireless headphones.</p><p><p style=\"text-align: justify;\">According to the leaked renders, the Pixel 7a basically copies the design of the Pixel 7 and Pixel 7 Pro. On the back is a very unique imaging module, which is said to be available in three colors: silver, gray-black, and light blue.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae9788c64e17f5f3782927f48f4aee77\" tg-width=\"640\" tg-height=\"360\"/></p><p><p style=\"text-align: justify;\">The Pixel Fold foldable phone has reportedly been in preparation since 2020, originally scheduled for release in 2021, but has been postponed to 2023, making it a long-awaited release.</p><p><p style=\"text-align: justify;\">It is reported that the Pixel Fold adopts the most mainstream inward folding design, equipped with a 5.8-inch OLED outer screen and a 7.6-inch OLED inner screen, both of which support a 120Hz refresh rate. This phone will be equipped with Google's self-developed Tensor G2.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34d7e4e786ba3227f2687b47afdc5dd2\" tg-width=\"640\" tg-height=\"368\"/></p><p><p style=\"text-align: justify;\">As for the Pixel Tablet, Google mentioned it at its new product launch event last October, but did not announce the relevant specifications and configurations. Google has reportedly equipped it with a magnetic dock, and the tablet is expected to be available in four colors.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cef7bf88071ea5bbcfcd1f89bdd7f5f1\" tg-width=\"640\" tg-height=\"360\"/></p><p><p style=\"text-align: justify;\">The Pixel Buds A headphones are the cheapest Pixel Buds series headphones Google has ever released. They are currently available in white and dark olive, and a sky blue color is expected to be added this year, the same color as the Pixel 7a.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c70b0e4d82355ece633a23956fe2afd\" tg-width=\"640\" tg-height=\"640\"/></p><p>In terms of other hardware, Google may share the latest developments regarding the Fitbit smart band, which Google has made sweeping changes to since completing its acquisition of the Fitbit platform.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3688074\">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/696cb39c9ba9f16334fd38dbb017aedc","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://wallstreetcn.com/articles/3688074","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112808779","content_text":"升级版Bard、全新AI搜索引擎、AI版Workspace、Android 14系统、Pixel全家桶...自从微软支持的ChatGPT出现后，谷歌一夜之间从机器学习领域的引领者沦为追随者，仓促间推出的Bard没能在市场掀起水花。面对对手步步紧逼，谷歌必须拿出更能打的产品，而眼下，没有比一年一度的I/O开发者大会更好的机会了。I/O开发者大会——谷歌一年当中最盛大的展会，将于当地时间5月10日（北京时间5月11日）在美国加利福尼亚州山景城举办，谷歌将提供全程直播。届时，来自全球的专业人士汇聚一堂，了解谷歌在软硬件方面的创新和进展。谷歌首席执行官Sundar Pichai在一季度财报电话会议上透露了为数不多的亮点，包括AI、Pixel手机和Android 14系统。结合媒体报道，华尔街见闻汇总了本届盛会的八大看点：更聪明的Bard？作为一款“赶鸭子上架”的产品，Bard首发即“翻车”，谷歌也因此被批“仓促、拙劣、毫无谷歌风范”。这次，谷歌能否借大会推出升级版Bard一雪前耻？早在3月底，Pichai就透露将推出升级版Bard，并从基于轻量级LaMDA模型升级为更大规模的PaLM模型，训练参数从1370亿个升至5400亿个。据称，升级后的Bard将具有更强的常识推理和编程能力。上月中旬，谷歌又宣布Bard已经学会编程和开发软件，它不仅能够生成代码、修正代码里的Bug，还能解释代码的用处。全新AI搜索引擎也要来了？从集成ChatGPT，到全面开放使用全线，微软新Bing已经不可逆地成为谷歌搜索业务25年来面临的最大威胁。谷歌积极应战，据称正在加紧打造一款全新的生成式AI搜索引擎Magi。该引擎的最大特点是“能够猜到用户的需求”，具有更强的交互性，谷歌还计划在搜索结果中保留广告。此前有消息称，规划文件显示Magi将于本月向公众发布，那么，会是一周后举行的I/O开发者大会吗？AI版Workspace亮相？在同样受微软威胁的办公领域，谷歌已宣布将把AI融入旗下办公系统Workspace，Gmail、谷歌Docs、谷歌Slides和谷歌Meet等办公软件都将集成生成式AI。比如，用户能在Docs中用AI生成、总结和头脑风暴；在Gmail中写大纲，并让AI写完整邮件；在Slides中用AI生成图片、音频、视频；在Meet中用AI创建笔记。目前Gmail、Docs正在用户测试中，并没有面向公众推出。因此，有人认为，谷歌可能会在I/O开发者大会正式开放这些功能。这对于谷歌而言是一个先发制人的绝佳机会，因为微软虽然已宣布将AI集成进Office，但仍处于测试阶段，并未完全向公众发布。对于科技人士来说，谷歌将AI集成到整个Workspace系统而非单个功能的方式可能更具吸引力。届时，谷歌可能会公布这些细节。谷歌助手会迎来升级吗？语音助手刚进入市场时就已经是最先进、最成熟的AI技术，但此后一直停滞不前。Google Assistant、苹果的Siri和亚马逊的Alexa是目前市面上最强大的语音助手，而微软早就宣布放弃Cortana了。有人认为，如果Google Assistant能够进行升级，并获得根据用户提示生成内容的能力，那么它将打败Siri和Alexa。不过，它背后的团队目前正在负责Bard的开发工作，因此目前还不清楚谷歌是否已经准备好宣布升级。Imagen会登场吗？要说当前最火爆的图像生成器，非Dell-E和Midjourney莫属，相比之下，谷歌长期以来一直在开发自己的图像生成器Imagen，但到现在仍没有正式向公众推出。这不禁让外界怀疑，Imagen开发过程是不是出了问题？或者说谷歌怕再闹出Bard式笑话？有人认为，如果谷歌能在本届I/O大会上正式推出这一图像生成器，或许能在AI领域打开新局面。开发者工具安排！谷歌在I/O大会活动网站上预热称，将与大家分享一套全新开发者工具，这些工具可以使用户在其模型上进行构建。由于本次活动面向开发人员，因此毫无疑问，其中很大一部分将致力于为这些受众提供工具和服务，包括API（应用程序编程接口）和更高效的工作流程。操作系统将迎来哪些更新？Android 14Pichai在一季报电话会议上表示，谷歌将在大会上分享其为Android 14带来令人兴奋的新功能，但没有透露更多细节。4月初，谷歌发布了Android 14的第一个测试版本Beta 1，主要面向Pixel用户。根据用户体验，Android 14为方便日常活动进行了一些升级，比如设置预测性后退手势，导航栏将始终保持透明状态，不占用关键屏幕空间，另外，谷歌还允许对共享列表进行个性化设置。到目前为止，Android 14感觉更像是一个迭代更新，继续构建在Material You之上。按照谷歌发布时间安排表，5月仍为Android 14的测试阶段，预计6月之后将会推出更稳定的版本。Android XR2月份，三星公布将于与谷歌和高通合作开发全新XR头显，据称这款头显可通过谷歌的全新安卓系统运行，本次大会上是否会有关于这款头显的最新消息？WearOSWearOS是谷歌早在2021年发布的操作系统，主要用于智能手表等穿戴设备，去年升级到3.5版本，随着Android系统的升级，有人猜测谷歌可能会在大会上发布WearOS 4.0。ChromeOS本月早些时候，谷歌发布了一个跨设备服务应用程序来支持ChromeOS（基于PC的操作系统）。有分析认为，谷歌大概率会在 I/O大会上进行演示并公布发布日程。“查找我的设备”另外，还有传言称谷歌正在开发一项“查找我的设备”功能，能够使用户在设备关机后依然可以找到设备，该功能将被称为Pixel Power-off Finder，至少在Pixel手机上是这个名。Pixel全家桶综合媒体消息，谷歌将会在I/O开发者大会上发布四款数码新品，分别是Pixel 7a手机、Pixel Fold折叠屏手机，Pixel Tablet平板和新的天蓝色Pixel Bud-Series A无线耳机。根据曝光的渲染图，Pixel 7a基本照搬了Pixel 7和Pixel 7 Pro的设计，背面是一条非常独特的影像模组，据说会提供银色、灰黑以及浅蓝三种配色。Pixel Fold折叠屏手机据称从2020年就开始筹备，原计划与2021年发布，但却推迟到了2023年，可谓是千呼万唤始出来。据悉，Pixel Fold采用目前最主流的内折设计，搭载一块5.8英寸的 OLED 外屏和一块7.6英寸OLED内屏，均支持120Hz刷新率。这款手机将搭载谷歌自研的Tensor G2。至于Pixel Tablet ，谷歌曾在去年10月的新品发布会上提到过，但没有公布相关参数和配置。据称，谷歌为其配备了一个磁吸底座，这款平板预计将有4款配色可选。Pixel Buds A耳机是谷歌推出过的最便宜的Pixel Buds系列耳机，目前有白色和深橄榄色两种配色，预计今年会新增天蓝色，和Pixel 7a颜色相同。其他硬件方面，谷歌可能会分享关于智能手环Fitbit的最新进展，谷歌在完成对Fitbit平台的收购后便对其进行了大刀阔斧的改革。","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658725176,"gmtCreate":1683158419797,"gmtModify":1683158419797,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658725176","repostId":"1134522599","repostType":4,"repost":{"id":"1134522599","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683121847,"share":"https://ttm.financial/m/news/1134522599?lang=en_US&edition=fundamental","pubTime":"2023-05-03 21:50","market":"us","language":"zh","title":"U.S. regional bank stocks rose, with Westpac United Bank gaining over 12%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134522599","media":"老虎资讯综合","summary":"5月3日，美股区域性银行股走高，西太平洋合众银行涨超12%，阿莱恩斯西部银行涨超6%，Keycor涨超4%。","content":"<p><html><head></head><body>On May 3, U.S. regional bank stocks rose, and Western...<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>United Bank rose more than 12%.<a href=\"https://laohu8.com/S/WAL\">Allianz Western Bank</a>It rose more than 6%, and Keycor rose more than 4%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1146171d044fd40875dd63afce0246a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>U.S. regional bank stocks rose, with Westpac United Bank gaining over 12%.</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; 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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\">2023-05-03 21:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 3, U.S. regional bank stocks rose, and Western...<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>United Bank rose more than 12%.<a href=\"https://laohu8.com/S/WAL\">Allianz Western Bank</a>It rose more than 6%, and Keycor rose more than 4%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1146171d044fd40875dd63afce0246a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffc56982f828847b68443cfbde6a957b","relate_stocks":{"161121":"银行","PACW":"西太平洋合众银行","WAL":"阿莱恩斯西部银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134522599","content_text":"5月3日，美股区域性银行股走高，西太平洋合众银行涨超12%，阿莱恩斯西部银行涨超6%，Keycor涨超4%。","news_type":1,"symbols_score_info":{"161121":0.9,"WAL":0.9,"PACW":0.9}},"isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658782704,"gmtCreate":1683122078710,"gmtModify":1683122078710,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄……","listText":"😄……","text":"😄……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658782704","repostId":"658736282","repostType":1,"repost":{"id":658736282,"gmtCreate":1683099464748,"gmtModify":1683100219457,"author":{"id":"3584601135248739","authorId":"3584601135248739","name":"說財經","avatar":"https://static.tigerbbs.com/04688e1b17fa48f8b7d743d5fa7b3047","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584601135248739","authorIdStr":"3584601135248739"},"themes":[],"title":"馬斯克的重中之重–儲能，不只是電池？ 亞洲市場遊戲轉儲能概念","htmlText":"\n \n \n  今天有富邦的吳方俊Alan來聊下富邦亞洲電池能源ETF(3405)，主題性的ETF除去了主題以外，其實有很重要的選股送稿，我們請來產品的幕後創作者聊一下，選股票投資總刊，感覺推爾廣知能幫助到大家去判斷很多ETF的選擇。特斯拉將在上海啓動一個超大型的電池廠，並計劃年產Megapack電池1萬臺，特斯拉稱，一臺Megapack電池儲量的能量平均爲3600一個家庭提供電一小時，那麼很好簡單的數據了，如果產品能有1萬臺，那麼能提供多少家庭的供電？當然更重要的是，馬克看中的儲能爲什麼也是接下來投資市場，需要要熱切注意的地方？另外，跟進下富邦滬深港高股息(3190)、以及富邦臺灣半導體(3076)，前者六月中派消息！一年了，表現超班。0:00 節目開始1:03 Tesla(TSLA)上海建超儲能工廠/電池是儲能的一部分5:08 儲能迎面而來要求挽張機遇，馬斯克看中的背後原因10:43 儲能應用是很大廣泛/全球儲能市場預測期延長15:38 全球電池儲能需求/電池儲能技術種類21:03 亞洲電池及儲能科技指數，大中華地區、韓國、日本，誰更強24:52 成份股今年首季表現現寧德時代(300750) <a href=\"https://laohu8.com/S/300750\">$寧德時代(300750)$</a> 27:52 最新十大持股/富邦亞洲電池能源ETF(3405) <a href=\"https://laohu8.com/S/03405\">$富邦亞洲電池儲能(03405)$</a> 37:03 富邦滬深股息ETF(3190) <a href=\"https://laohu8.com/S/03190\">$富邦滬深港高股息(03190)$</a> 40:08 中特估帶動3190？中國中車(1766)/中移動(0941) <a href=\"https://laohu8.com/S/00941\"></a>\n \n","listText":"今天有富邦的吳方俊Alan來聊下富邦亞洲電池能源ETF(3405)，主題性的ETF除去了主題以外，其實有很重要的選股送稿，我們請來產品的幕後創作者聊一下，選股票投資總刊，感覺推爾廣知能幫助到大家去判斷很多ETF的選擇。特斯拉將在上海啓動一個超大型的電池廠，並計劃年產Megapack電池1萬臺，特斯拉稱，一臺Megapack電池儲量的能量平均爲3600一個家庭提供電一小時，那麼很好簡單的數據了，如果產品能有1萬臺，那麼能提供多少家庭的供電？當然更重要的是，馬克看中的儲能爲什麼也是接下來投資市場，需要要熱切注意的地方？另外，跟進下富邦滬深港高股息(3190)、以及富邦臺灣半導體(3076)，前者六月中派消息！一年了，表現超班。0:00 節目開始1:03 Tesla(TSLA)上海建超儲能工廠/電池是儲能的一部分5:08 儲能迎面而來要求挽張機遇，馬斯克看中的背後原因10:43 儲能應用是很大廣泛/全球儲能市場預測期延長15:38 全球電池儲能需求/電池儲能技術種類21:03 亞洲電池及儲能科技指數，大中華地區、韓國、日本，誰更強24:52 成份股今年首季表現現寧德時代(300750) <a href=\"https://laohu8.com/S/300750\">$寧德時代(300750)$</a> 27:52 最新十大持股/富邦亞洲電池能源ETF(3405) <a href=\"https://laohu8.com/S/03405\">$富邦亞洲電池儲能(03405)$</a> 37:03 富邦滬深股息ETF(3190) <a href=\"https://laohu8.com/S/03190\">$富邦滬深港高股息(03190)$</a> 40:08 中特估帶動3190？中國中車(1766)/中移動(0941) <a href=\"https://laohu8.com/S/00941\"></a>","text":"今天有富邦的吳方俊Alan來聊下富邦亞洲電池能源ETF(3405)，主題性的ETF除去了主題以外，其實有很重要的選股送稿，我們請來產品的幕後創作者聊一下，選股票投資總刊，感覺推爾廣知能幫助到大家去判斷很多ETF的選擇。特斯拉將在上海啓動一個超大型的電池廠，並計劃年產Megapack電池1萬臺，特斯拉稱，一臺Megapack電池儲量的能量平均爲3600一個家庭提供電一小時，那麼很好簡單的數據了，如果產品能有1萬臺，那麼能提供多少家庭的供電？當然更重要的是，馬克看中的儲能爲什麼也是接下來投資市場，需要要熱切注意的地方？另外，跟進下富邦滬深港高股息(3190)、以及富邦臺灣半導體(3076)，前者六月中派消息！一年了，表現超班。0:00 節目開始1:03 Tesla(TSLA)上海建超儲能工廠/電池是儲能的一部分5:08 儲能迎面而來要求挽張機遇，馬斯克看中的背後原因10:43 儲能應用是很大廣泛/全球儲能市場預測期延長15:38 全球電池儲能需求/電池儲能技術種類21:03 亞洲電池及儲能科技指數，大中華地區、韓國、日本，誰更強24:52 成份股今年首季表現現寧德時代(300750) $寧德時代(300750)$ 27:52 最新十大持股/富邦亞洲電池能源ETF(3405) $富邦亞洲電池儲能(03405)$ 37:03 富邦滬深股息ETF(3190) $富邦滬深港高股息(03190)$ 40:08 中特估帶動3190？中國中車(1766)/中移動(0941)","images":[{"img":"https://static.tigerbbs.com/07bc49af2a10c81c85c0bb06330d528d","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658736282","isVote":1,"tweetType":2,"object":{"id":"ffc81084e2724601b9aeaafa284ba3dd","tweetId":"658736282","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/ee1070b7243791581592545417/cyO4TS7ksjMA.mp4","poster":"https://static.tigerbbs.com/07bc49af2a10c81c85c0bb06330d528d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658786142,"gmtCreate":1683121724388,"gmtModify":1683121724388,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"🤓","listText":"🤓","text":"🤓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658786142","repostId":"1161273809","repostType":4,"repost":{"id":"1161273809","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683117001,"share":"https://ttm.financial/m/news/1161273809?lang=en_US&edition=fundamental","pubTime":"2023-05-03 20:30","market":"us","language":"zh","title":"Pre-market | The Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.","url":"https://stock-news.laohu8.com/highlight/detail?id=1161273809","media":"老虎资讯综合","summary":"摘要：4月“小非农”数据远超预期，美股股指期货上涨；财报欠佳，雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%；欧洲主要股指涨多跌少，国际油价下跌。5月3日，美股股指期货上涨，道指期货涨0.11%","content":"<p><html><head></head><body><strong>Abstract: April's non-farm payroll data far exceeded expectations, leading to a rise in US stock index futures; Poor financial report<a href=\"https://laohu8.com/S/EL\">Estée Lauder</a>It fell by more than 15%, AMD fell by more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The previous decline exceeded 5%; More major European stock indices rose than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow Jones futures up 0.11%, S&P 500 futures up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 AM Beijing time on Thursday, the Federal Reserve's FOMC will release its May interest rate decision and policy statement. At 2:30, Federal Reserve Chairman Jerome Powell will hold a monetary policy press conference.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73094c8efd6d20a56587d8a20cef402e\" title=\"\" tg-width=\"435\" tg-height=\"200\"/></p><p>Currently, industry insiders generally expect the Federal Reserve to rate hike for the tenth consecutive time tonight on this sleepless night of interest rate decisions, which will likely be the last rate hike \"piece\" in this round of the Fed's tightening cycle. The market currently expects the Federal Reserve to raise its rate hike by 25 basis points to 5%-5.25% tonight to be as high as 88.7%, while the probability of no rate hike is only 11.3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27198c0487c80ae935f55cced1d6346\" title=\"\" tg-width=\"1940\" tg-height=\"960\"/></p><p><strong>Pre-market news</strong></p><p>The April non-farm payrolls data far exceeded expectations, with the U.S. ADP payrolls reaching 296,000 in April, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>Estée Lauder's net sales for the third fiscal quarter were $3.76 billion, compared to expectations of $3.71 billion; The company lowered its fiscal year earnings forecast, expecting net sales to decline by 10% to 12% for the full year.<strong>(Estée Lauder shares fell more than 15% in pre-market trading)</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e88cee406b6a71f0170aceeb384bd18\" title=\"\" tg-width=\"813\" tg-height=\"495\"/></p><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a>Adjusted earnings per share for the fiscal year are expected to be in the range of $8.50 to $8.70, compared to the previous forecast of $8.70 to $8.90.<strong>(CVS Health fell more than 2% in pre-market trading)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of the Alzheimer's disease drug Donanemab have achieved positive results, with the rate of clinical decline slowing by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved by the end of the year.<strong>(Eli Lilly rose more than 5% in pre-market trading)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Janet Yellen will attend the G7 finance ministers' meeting in Niigata, Japan, from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Model 3 Long Range Edition has resumed sales in the United States, with the price reduced by more than $10,000 compared to last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Negotiations are underway to open the first chip factory in Germany with an investment of up to 10 billion euros.</p><p>S&P: Will<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The rating was downgraded from B+ to CC and subsequently further withdrawn.</p><p>It is understood<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Pre-orders for the Mustang Mach E are now open again, with some versions seeing price reductions of up to 8%, marking the second price reduction this year.</p><p>Faraday Future has confirmed that it has received an additional 180-day grace period from Nasdaq to meet Nasdaq's minimum purchase price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is claimed that the yield of its 4-nanometer chip process has improved and is close to the level of 5-nanometer. Industry insiders say that Samsung's 4-nanometer manufacturing process is comparable to TSMC's, and it has begun to win orders from major customers such as AMD.</p><p><strong>Pre-market price</strong></p><p>AMD shares fell more than 7% in pre-market trading after Q1 revenue declined 9% year-over-year, with the median Q2 revenue guidance of $5.3 billion falling short of analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The stock fell more than 5% in pre-market trading after Q2 2023 results exceeded market expectations. However, based on uncertainties surrounding consumer behavior and international tourism, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>The stock fell more than 2% in pre-market trading after first-quarter earnings per share fell short of expectations and operating profit margin declined to 23.1% year-on-year.</p><p>After its stock price halved in one day, Chegg rose more than 5% in pre-market trading. The company acknowledges that technological advancements in generative artificial intelligence have had a direct impact on its performance. Affected by this news, the stock fell by more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>The stock rose nearly 3% in pre-market trading, with Q1 profits far exceeding market expectations.</p><p><strong>European Market</strong></p><p>More major European stock indices rose than fell. As of press time, Germany's DAX30 index was up 0.66%, and France's CAC40 was up 0.55%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb50cdaa06bb11b660a6b6ebe768dfd\" title=\"\" tg-width=\"812\" tg-height=\"357\"/></p><p><strong>crude oil</strong></p><p>International oil prices fell, with US crude trading at $69.66 per barrel, down 2.79% on the day. Brent crude is currently trading at $73.28 a barrel, down 2.71% on the day.</p><p>The market is concerned that further rate hike by the Federal Reserve will exacerbate the risk of an economic recession, and the market is also concerned about...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industrial crisis and debt default crisis also dampened the demand outlook, causing oil prices to plummet by more than 5% overnight, and the oil market to be bearish in the short term. This trading day will see the Federal Reserve's interest rate decision and a press conference by Fed Chairman Powell, and investors need to pay attention to the impact of these events on market sentiment. Pay attention to the EIA crude oil inventory data released tonight.</p><p><strong>gold</strong></p><p>Spot gold rose 0.07% to $2,024.45 per ounce on the day.</p><p>The market is generally awaiting the Federal Reserve's interest rate decision and Fed Chairman Powell's press conference today. The market is in a wait-and-see mood, and overall trading is relatively light. Following the overnight surge in gold prices, short-term bullish signals have increased, and it is expected to test resistance near the recent high of 2048. Before the Federal Reserve's interest rate decision, there are also \"mini non-farm payrolls\" data for the US April ADP employment data and the US April ISM non-manufacturing PMI data, which investors need to pay attention to.</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>Pre-market | The Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market | The Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-03 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract: April's non-farm payroll data far exceeded expectations, leading to a rise in US stock index futures; Poor financial report<a href=\"https://laohu8.com/S/EL\">Estée Lauder</a>It fell by more than 15%, AMD fell by more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The previous decline exceeded 5%; More major European stock indices rose than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow Jones futures up 0.11%, S&P 500 futures up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 AM Beijing time on Thursday, the Federal Reserve's FOMC will release its May interest rate decision and policy statement. At 2:30, Federal Reserve Chairman Jerome Powell will hold a monetary policy press conference.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73094c8efd6d20a56587d8a20cef402e\" title=\"\" tg-width=\"435\" tg-height=\"200\"/></p><p>Currently, industry insiders generally expect the Federal Reserve to rate hike for the tenth consecutive time tonight on this sleepless night of interest rate decisions, which will likely be the last rate hike \"piece\" in this round of the Fed's tightening cycle. The market currently expects the Federal Reserve to raise its rate hike by 25 basis points to 5%-5.25% tonight to be as high as 88.7%, while the probability of no rate hike is only 11.3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27198c0487c80ae935f55cced1d6346\" title=\"\" tg-width=\"1940\" tg-height=\"960\"/></p><p><strong>Pre-market news</strong></p><p>The April non-farm payrolls data far exceeded expectations, with the U.S. ADP payrolls reaching 296,000 in April, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>Estée Lauder's net sales for the third fiscal quarter were $3.76 billion, compared to expectations of $3.71 billion; The company lowered its fiscal year earnings forecast, expecting net sales to decline by 10% to 12% for the full year.<strong>(Estée Lauder shares fell more than 15% in pre-market trading)</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e88cee406b6a71f0170aceeb384bd18\" title=\"\" tg-width=\"813\" tg-height=\"495\"/></p><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a>Adjusted earnings per share for the fiscal year are expected to be in the range of $8.50 to $8.70, compared to the previous forecast of $8.70 to $8.90.<strong>(CVS Health fell more than 2% in pre-market trading)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of the Alzheimer's disease drug Donanemab have achieved positive results, with the rate of clinical decline slowing by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved by the end of the year.<strong>(Eli Lilly rose more than 5% in pre-market trading)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Janet Yellen will attend the G7 finance ministers' meeting in Niigata, Japan, from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Model 3 Long Range Edition has resumed sales in the United States, with the price reduced by more than $10,000 compared to last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Negotiations are underway to open the first chip factory in Germany with an investment of up to 10 billion euros.</p><p>S&P: Will<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The rating was downgraded from B+ to CC and subsequently further withdrawn.</p><p>It is understood<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Pre-orders for the Mustang Mach E are now open again, with some versions seeing price reductions of up to 8%, marking the second price reduction this year.</p><p>Faraday Future has confirmed that it has received an additional 180-day grace period from Nasdaq to meet Nasdaq's minimum purchase price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is claimed that the yield of its 4-nanometer chip process has improved and is close to the level of 5-nanometer. Industry insiders say that Samsung's 4-nanometer manufacturing process is comparable to TSMC's, and it has begun to win orders from major customers such as AMD.</p><p><strong>Pre-market price</strong></p><p>AMD shares fell more than 7% in pre-market trading after Q1 revenue declined 9% year-over-year, with the median Q2 revenue guidance of $5.3 billion falling short of analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The stock fell more than 5% in pre-market trading after Q2 2023 results exceeded market expectations. However, based on uncertainties surrounding consumer behavior and international tourism, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>The stock fell more than 2% in pre-market trading after first-quarter earnings per share fell short of expectations and operating profit margin declined to 23.1% year-on-year.</p><p>After its stock price halved in one day, Chegg rose more than 5% in pre-market trading. The company acknowledges that technological advancements in generative artificial intelligence have had a direct impact on its performance. Affected by this news, the stock fell by more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>The stock rose nearly 3% in pre-market trading, with Q1 profits far exceeding market expectations.</p><p><strong>European Market</strong></p><p>More major European stock indices rose than fell. As of press time, Germany's DAX30 index was up 0.66%, and France's CAC40 was up 0.55%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb50cdaa06bb11b660a6b6ebe768dfd\" title=\"\" tg-width=\"812\" tg-height=\"357\"/></p><p><strong>crude oil</strong></p><p>International oil prices fell, with US crude trading at $69.66 per barrel, down 2.79% on the day. Brent crude is currently trading at $73.28 a barrel, down 2.71% on the day.</p><p>The market is concerned that further rate hike by the Federal Reserve will exacerbate the risk of an economic recession, and the market is also concerned about...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industrial crisis and debt default crisis also dampened the demand outlook, causing oil prices to plummet by more than 5% overnight, and the oil market to be bearish in the short term. This trading day will see the Federal Reserve's interest rate decision and a press conference by Fed Chairman Powell, and investors need to pay attention to the impact of these events on market sentiment. Pay attention to the EIA crude oil inventory data released tonight.</p><p><strong>gold</strong></p><p>Spot gold rose 0.07% to $2,024.45 per ounce on the day.</p><p>The market is generally awaiting the Federal Reserve's interest rate decision and Fed Chairman Powell's press conference today. The market is in a wait-and-see mood, and overall trading is relatively light. Following the overnight surge in gold prices, short-term bullish signals have increased, and it is expected to test resistance near the recent high of 2048. Before the Federal Reserve's interest rate decision, there are also \"mini non-farm payrolls\" data for the US April ADP employment data and the US April ISM non-manufacturing PMI data, which investors need to pay attention to.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","QQQ":"纳指100ETF",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares","AMD":"美国超微公司","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","LLY":"礼来","IVV":"标普500ETF-iShares","SBUX":"星巴克","QID":"两倍做空纳斯达克指数ETF-ProShares","SPY":"标普500ETF","EL":"雅诗兰黛","BK4559":"巴菲特持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4550":"红杉资本持仓","SPXU":"三倍做空标普500ETF-ProShares","OEF":"标普100指数ETF-iShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161273809","content_text":"摘要：4月“小非农”数据远超预期，美股股指期货上涨；财报欠佳，雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%；欧洲主要股指涨多跌少，国际油价下跌。5月3日，美股股指期货上涨，道指期货涨0.11%，标普500指数涨0.24%，纳指期货涨0.28%。北京时间周四凌晨2:00，美联储FOMC将公布5月利率决议及政策声明；2:30，美联储主席鲍威尔将召开货币政策新闻发布会。目前，业内人士普遍预计美联储将在今晚的这个议息不眠夜连续第十次加息，而这很可能也将是本轮美联储紧缩周期落下的最后一枚加息“棋子”。目前市场预计美联储在今晚加息25个基点至5%-5.25%的概率高达88.7%，不加息的概率则仅为11.3%。盘前要闻4月“小非农”数据远超预期，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。雅诗兰黛第三财季净销售额37.6亿美元，预期37.1亿美元；公司下调财年业绩预期，预计全年净销售额下降10%至12%。（雅诗兰黛盘前跌超15%）CVS健康预计财年经调整后每股收益区间在8.50~8.70美元，此前预期为8.70~8.90美元。（CVS健康盘前跌逾2%）礼来阿尔茨海默病药物Donanemab治疗的后期试验取得了积极成果，与安慰剂相比临床衰退速度减慢了35%。礼来CEO：预计阿尔茨海默病药物Donanemab将在年底前获得全面批准。（礼来盘前涨超5%）美国财政部：美国财长耶伦将参加5月11日至13日在日本新泻举行的七国集团财长会议。特斯拉在美国恢复销售Model 3长续航版，价格比去年降了1万多美元。台积电正在就斥资高达100亿欧元在德国开设首家芯片工厂进行谈判。标普：将第一共和银行评级从B+下调至CC，随后进一步撤销其评级。据悉福特汽车正在重新开放Mustang Mach E预定，某些版本降价幅度高达8%，为今年来第二次降价。法拉第未来确认收到纳斯达克额外180天的宽限期，以满足纳斯达克最低买入股价要求。三星称其4纳米芯片制程良率已改善、接近5纳米的水准。业界人士称，三星4纳米制程已可媲美台积电，开始获得AMD等大客户订单。盘前行情AMD盘前跌超7%，Q1营收同比下滑9%，Q2营收指引中值53亿美元低于分析师预期。星巴克盘前跌超5%，2023财年Q2业绩好于市场预期，但基于消费者行为及国际旅游不确定性，公司决定重申全年业绩指引。Haleon盘前跌超2%，第一季度每股收益低于预期，营业利润率同比下降至23.1％。股价一日腰斩后，Chegg盘前涨超5%。公司承认生成式人工智能的技术进步，对公司业绩产生了直接冲击。受此消息影响，周二该股下挫超48%。百胜中国盘前涨近3%，Q1利润远超市场预期。欧洲市场欧洲主要股指涨多跌少，截至发稿，德国DAX30指数涨0.66%，法国CAC40涨0.55%。原油国际油价下跌，美油报69.66美元/桶，日内跌幅2.79%；布油现报73.28美元/桶，日内跌幅2.71%。市场担忧美联储进一步加息，会加剧经济衰退风险，而且市场对美国银行业危机和债务违约危机的担忧也打击需求前景，隔夜油价大跌逾5%，短线油市偏向空头。本交易日将迎来美联储利率决议和美联储主席鲍威尔的新闻发布会，投资者需要留意该事件对市场情绪的影响。关注晚间出炉的EIA原油库存系列数据。黄金现货黄金日内涨0.07%，报2,024.45美元/盎司。市场普遍等待本交易日的美联储利率决议和美联储主席鲍威尔的新闻发布会，市场观望情绪较浓，整体交投比较清淡。隔夜金价大涨后，短线看涨信号有所增加，有望上探近期高点2048附近阻力。在美联储利率决议前，还有“小非农”美国4月ADP就业数据和美国4月ISM非制造业PMI数据，投资者需要予以关注。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SBUX":0.9,".DJI":0.9,".SPX":0.9,"PSQ":0.9,"SPY":0.9,"LLY":0.9,"EL":0.9,"QLD":0.9,"SPXU":0.9,"IVV":0.9,"MNQmain":0.9,"QID":0.9,"AMD":0.9,".IXIC":0.9,"NQmain":0.9,"QQQ":0.9,"OEF":0.9,"UDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":687889506,"gmtCreate":1660873317008,"gmtModify":1676536752463,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"<a 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17:19","market":"us","language":"zh","title":"Pre-market activity | US ChatGPT concept stocks surge! Faraday Future surges over 30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193770494","media":"老虎资讯综合","summary":"2月6日，美股指期货震荡走低，截止发稿，道指期货跌0.44%，纳指期货跌0.75%，标普500指数期货跌0.57%。热门中概股盘前多数走低，爱奇艺跌超4%，高途、哔哩哔哩跌超3%，蔚来、小鹏汽车跌超2","content":"<p><html><head></head><body>On February 6, U.S. stock index futures fluctuated downwards. As of press time, Dow Jones Industrial Average futures were down 0.44%, Nasdaq Industrial Average futures were down 0.75%, and S&P 500 futures were down 0.57%.</p><p><img src=\"https://static.tigerbbs.com/a8c58b0bb3c6f79fc048082f64de4bd4\" tg-width=\"415\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p>Most popular Chinese concept stocks fell in pre-market trading.<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>It fell more than 4%.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 3%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 2%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Both fell by more than 1%;</p><p>ChatGPT concept stocks surged in pre-market trading.<a href=\"https://laohu8.com/S/SOUN\">SoundHound</a>Up more than 15%,<a href=\"https://laohu8.com/S/BBAI\">Big Bear</a>Up more than 11%,<a href=\"https://laohu8.com/S/BZFD\">BuzzFeed</a>、<a href=\"https://laohu8.com/S/AI\">C3.ai</a>It rose more than 6%;</p><p>Some WSB concept stocks rose in pre-market trading.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>、<a href=\"https://laohu8.com/S/EXPR\">Express</a>It rose more than 10%.<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>It rose nearly 5%;</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Tesla rose more than 2% in pre-market trading, just three weeks after its last price cut, after raising the US price of the Model Y.</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>The stock surged over 30% in pre-market trading after announcing a $135 million financing round, with the FF91 Futurist scheduled for delivery by the end of April.</p><p><a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>The stock fell more than 6% in pre-market trading after the company confirmed that it had submitted a non-binding proposal to Australian gold Mining company Newcrest Mining to acquire 100% of its issued shares.</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>Pre-market activity | US ChatGPT concept stocks surge! Faraday Future surges over 30%</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\">\nPre-market activity | US ChatGPT concept stocks surge! Faraday Future surges over 30%\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\">2023-02-06 17:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 6, U.S. stock index futures fluctuated downwards. As of press time, Dow Jones Industrial Average futures were down 0.44%, Nasdaq Industrial Average futures were down 0.75%, and S&P 500 futures were down 0.57%.</p><p><img src=\"https://static.tigerbbs.com/a8c58b0bb3c6f79fc048082f64de4bd4\" tg-width=\"415\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p>Most popular Chinese concept stocks fell in pre-market trading.<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>It fell more than 4%.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 3%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 2%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Both fell by more than 1%;</p><p>ChatGPT concept stocks surged in pre-market trading.<a href=\"https://laohu8.com/S/SOUN\">SoundHound</a>Up more than 15%,<a href=\"https://laohu8.com/S/BBAI\">Big Bear</a>Up more than 11%,<a href=\"https://laohu8.com/S/BZFD\">BuzzFeed</a>、<a href=\"https://laohu8.com/S/AI\">C3.ai</a>It rose more than 6%;</p><p>Some WSB concept stocks rose in pre-market trading.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>、<a href=\"https://laohu8.com/S/EXPR\">Express</a>It rose more than 10%.<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>It rose nearly 5%;</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Tesla rose more than 2% in pre-market trading, just three weeks after its last price cut, after raising the US price of the Model Y.</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>The stock surged over 30% in pre-market trading after announcing a $135 million financing round, with the FF91 Futurist scheduled for delivery by the end of April.</p><p><a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>The stock fell more than 6% in pre-market trading after the company confirmed that it had submitted a non-binding proposal to Australian gold Mining company Newcrest Mining to acquire 100% of its issued shares.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"XPEV":"小鹏集团","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","IQ":"爱奇艺","NIO":"蔚来","GOTU":"高途","BK4534":"瑞士信贷持仓","AMC.AU":"AMCOR PLC-CDI","BILI":"哔哩哔哩","NEM":"纽曼矿业","JD":"京东","LU0051755006.USD":"摩根大通中国A (dist)","AMC":"AMC院线","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLA":"特斯拉","BK4555":"新能源车","BABA":"阿里巴巴","BK4570":"地缘局势概念股","PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193770494","content_text":"2月6日，美股指期货震荡走低，截止发稿，道指期货跌0.44%，纳指期货跌0.75%，标普500指数期货跌0.57%。热门中概股盘前多数走低，爱奇艺跌超4%，高途、哔哩哔哩跌超3%，蔚来、小鹏汽车跌超2%，阿里巴巴、拼多多、京东均跌超1%；ChatGPT概念股盘前大涨，SoundHound涨超15%，BigBear涨超11%，BuzzFeed、C3.ai涨超6%；部分WSB概念股盘前走高，AMC院线、Express涨超10%，黑莓涨近5%；特斯拉盘前涨超2%，距离上次降价仅仅三周，特斯拉又上调了Model Y的美国售价；法拉第未来盘前大涨超30%，此前宣布达成1.35亿美元融资，FF91 Futurist将于4月底前交付；纽曼矿业盘前跌超6%，公司证实已向澳大利亚金矿公司Newcrest Mining提出无约束力提案，拟收购其100%已发行股份。","news_type":1,"symbols_score_info":{"IQ":0.9,"PDD":0.9,"NEM":0.9,"BILI":0.9,"TSLA":0.9,"BABA":0.9,"GOTU":0.9,"JD":0.9,"AMC":0.9,"FFIE":0.9,"BBRY":0.9,"XPEV":0.9,"NIO":0.9,"AMC.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626469332,"gmtCreate":1674721005728,"gmtModify":1676538955258,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626469332","repostId":"1105959249","repostType":4,"repost":{"id":"1105959249","kind":"news","pubTimestamp":1674693149,"share":"https://ttm.financial/m/news/1105959249?lang=en_US&edition=fundamental","pubTime":"2023-01-26 08:32","market":"us","language":"zh","title":"Full speech | Elon Musk announces Tesla's Nevada Gigafactory expansion plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1105959249","media":"瓦砾村夫","summary":"1月25日，埃隆·马斯克在位于内华达雷诺市的特斯拉超级工厂宣布了重磅扩建计划。特斯拉计划追加至少35亿美元投资，在内华达超级工厂新建一家4680电池工厂和一家Semi半挂电动卡车工厂。内华达州州长Jo","content":"<p><html><head></head><body>On January 25, Elon Musk announced a major expansion plan at Tesla's Gigafactory in Reno, Nevada. Tesla plans to invest at least an additional $3.5 billion to build a new 4680 battery factory and a semi-trailer electric truck factory at its Nevada Gigafactory. Nevada Governor Joe Lombardo attended the event and delivered a speech.</p><p><b>Full text of the speech</b></p><p><b>Elon:</b>Okay, let me first thank each and every one of you for your hard work. I just want to express my immense admiration and appreciation for everything you have done to build the Nevada Gigafactory and help revolutionize the world.</p><p>This plant has had a huge impact on the world's transition to sustainable energy, and you should be proud of it, and I am incredibly proud of what you have done.</p><p>We at Tesla have built this factory and made incredible progress. We have achieved huge output of batteries, drive units, power electronics, and stationary battery packs. Our achievements don't stop there.</p><p><img src=\"https://static.tigerbbs.com/7290539ed36c856950b41c4b19fc4501\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>It's hard to believe that we started building this place almost ten years ago. I remember when I came to the Tajorino Industrial Center here, it had an interesting name (Translator's note: TRIC). Back then, there was nothing there, only stones all around. And now, we have built this amazing factory, which is the world's most advanced battery cell and power system factory. That's right, more power systems than rocks.</p><p>In fact, I spent a little time looking back on how much time I had spent at this factory. I once camped in a small tent on the roof. To save time going to the hotel, I pitched a small tent on the roof and stayed there. It's really cold at night (laughs).</p><p>But coming here, looking at all the snow on the ground, the area we're in is so beautiful, and those wild horses. Sometimes, people don't believe me; it's basically like heaven here. There were ten thousand wild horses roaming around, I thought, with snow on the mountaintops and Lake Tahoe nearby.</p><p>By the way, part of the above paragraph is for recruitment purposes... (Laughter) Because we need a lot of talent. So be sure to talk to your friends and family about coming to work here, because we're going to expand dramatically, and it's going to be great.</p><p><img src=\"https://static.tigerbbs.com/08ff0f556c74c2bd4bc4e49cbc70af05\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>Look at the original goal, it's very interesting. At the time, people thought this was a crazy goal for battery production.</p><p>In fact, when we first started, our goal for this factory was to produce more lithium batteries than the rest of the world combined.</p><p>To date, it remains the largest factory in North America.</p><p>The reason we built it was because lithium batteries really weren't enough. If you include the output of all the world's factories, the amount of lithium batteries is not enough to support the mass production of electric vehicles. That's why we came to the conclusion that we had to build a factory, a really huge factory, which is where the name \"super\" factory comes from.</p><p>Currently, it is one of the largest factories in the world, and it will become even larger.</p><p><img src=\"https://static.tigerbbs.com/fa2d5c4758f1f4318ef88fe054189228\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>In 2014, we set a projected production capacity of 35 million kilowatt-hours of battery cells, and we have achieved this goal. We have completed a total investment of $6.2 billion, over 5 million square feet of space, and 11,000 team members.</p><p>We have 3,200 acres of land, and so far we have only used a small part of it. We have plenty of room to expand.</p><p>I should say that what I am announcing today is not actually the end of all this, but only the second phase. There will be a third and fourth phase in the future. Indeed, we need a lot of output to make the world transition to sustainable energy. If we want to move the world towards a sustainable energy future, we need several giant factories, which is great.</p><p><img src=\"https://static.tigerbbs.com/df623ae30950775374937a6c74b74254\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>The current progress is that we have produced more than 7 billion battery cells, more than the world's population. We have produced more than 3.5 million drive units, motors and power electronics. We have produced 1 million energy modules for stationary energy storage.</p><p>Yes, I always remind everyone that we also produce stationary energy storage, which is very important.</p><p>The future of sustainable energy has three elements and three pillars: electric vehicles, stationary energy storage, and solar and wind power. Because solar and wind power are intermittent, you need fixed storage to store electricity when the wind isn't blowing and the sun isn't shining. It's very simple, these are the three pillars.</p><p>These are all extremely feasible, and they will all happen, before we can lead civilization to a sustainable energy future.</p><p><img src=\"https://static.tigerbbs.com/dc8884b32fc2e36504971e54f1a4b552\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>In terms of economic impact, the factory is also extremely considerable, generating a total economic output of $6 billion annually.</p><p>We have also invested $37 million in K-12 education, and we will increase this investment. The education focuses on robotics and sustainable development.</p><p>Well, thank you again for your outstanding work that has brought us this far. Thank you!</p><p>This photo shows us producing our 1 millionth energy module just last Wednesday. Even if I repeat myself, I still want to say, thank you very much!</p><p>All of this is just the beginning, well, at least the first phase. What we are announcing today is a massive additional investment.</p><p><img src=\"https://static.tigerbbs.com/29f25435c608d0061bb12aa23f4d412c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>This is a preview of what the new factory will look like. Yes, it looks incredibly handsome!</p><p>Another cool thing is that we only used half the space we thought we needed at the time to achieve our production goals, and now we're going to make the most of the other half. We are carrying out the second phase of work.</p><p><img src=\"https://static.tigerbbs.com/3e559ea67a6b743ca38b65a896a5b54e\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>We will invest, I should say, these are conservative numbers, and we expect to exceed them. I think we will eventually invest more than $4 billion. We will add 4 million square feet of production space, as well as at least 3,000 direct jobs. Moreover, I think it is very likely that it will eventually exceed this number; these are all conservative estimates.</p><p>Yes, we will be producing high-volume semi-trailers here, and then we will add 100 million kilowatt-hours of Tesla 4680 battery capacity here. This is just the beginning.</p><p><img src=\"https://static.tigerbbs.com/8803e733409f3f7760baeef847c7e09c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><i>Nevada Gigafactory Expansion Plan: Expand the existing factory (purple) with a 4680 battery factory (green) and a semi-manufacturing factory (blue).</i></p><p>I believe that in the long run, we may reach a production capacity of up to 500 million kilowatt-hours. But this incremental capacity is 100 million kilowatt-hours, which is extremely important and a game-changing factor.</p><p>Here are some videos of 4680 battery production.</p><p>As I said, we expect the new battery factory to have a capacity of at least 100 million kilowatt-hours. And as I said, this is really just the beginning.</p><p>In the long run, Tesla's production capacity target far exceeds 1 billion kilowatt-hours, possibly 2 billion or 3 billion kilowatt-hours, but this is really just the beginning.</p><p>This battery production capacity is equivalent to adding 1.5 million Model 3/Y vehicles. Moreover, the fixed storage will also use 4680 batteries. To be clear, this is outside of the battery supply based on our supplier.</p><p>Given the fact that there are 2 billion cars and trucks on the road worldwide, it is clear that we must produce a large number of electric vehicles to replace all gasoline-powered cars. Then, also for sustainable energy, we need to produce as much stationary energy storage as possible. In fact, thinking about all this feels incredible.</p><p>And then, yes, some people say it's impossible, but you can drive this car. In fact, some of our major customers, such as PepsiCo, are already using Tesla Semi semi-trailers.</p><p>This year we will produce a limited number of semi-trailers, and then, hopefully, we will be able to achieve mass production sometime next year. This is a game-changer.</p><p>Although semi-trailers account for only 1% of the total number of vehicles, they actually account for 20% of carbon emissions, and their impact is far greater than the number of vehicles you see. This is an important component of a sustainable energy future.</p><p>And this car is a beast. You can see it climbing hills fully loaded; it's really cool.</p><p>And, I want to say to the state of Nevada, thank you very much! I would like to invite Nevada Governor Joe Lombardo to the stage.</p><p><img src=\"https://static.tigerbbs.com/6d70710df9a09bba71844778b558feaf\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><i>Joe and Elon</i></p><p><b>Joe:</b>Okay, first and foremost, you guys look amazing!</p><p>I want to thank Elon, I want to thank Elon for his cooperation, thank him for helping to improve your lives, my lives, and change the world. Thank you, please give Elon a round of applause.</p><p>First of all, I would like to thank everyone for gathering together today and giving me the opportunity to say hello. I hope some of you here saw my State of the State address last night. Did anyone see it? I hope I said something that makes you happy, something that makes you happy, and I think I will.</p><p>So, what is my role in the topic we are talking about today? Obviously, Elon's goal is to change the world, and my goal is to change your lives.</p><p><b>Elon:</b>Well, I just wanted to clarify that I received too much praise, and the credit goes to them.</p><p><b>Joe:</b>Yes, I understand that.</p><p>Elon talked about the three pillars of electric energy, right: electric vehicles, energy storage, wind power, and solar power. And as governor, my three pillars are the economy, education, and your quality of life, which is public safety. Everything is for these three pillars.</p><p>Clearly, the economic driving force comes from Tesla, which is changing the environment and changing your lives and those of Nevada as you settle in Nevada.</p><p>Today, as this production scale expands, it will even double the quality of life and economic engine, doubling the driving force for success throughout Nevada, especially in Northern Nevada.</p><p>There's a young man in the audience who just joined my team, Tom Burns. Could you come up on stage?</p><p>(Asks Elon) Is that okay, if you don't mind?</p><p>Those of you sitting in the back can't see him; he's a bit short, but Tom is the new director of the Governor's Office of Economic Development. He played a key role in his collaboration with Tesla to ensure the project was implemented, the factory was built, and its long-term viability.</p><p>Thank you, Tom!</p><p>This is the pillar of the economy, right? This is the pillar of the economy. The education pillar, for the workers, for the engineers, and for everyone else who supports this community, especially companies with grand visions like Tesla, needs an education system in universities to cultivate talent to fill these positions.</p><p>I want to point out that there is a very important person in the audience: former Governor Sandoval. Please come to the stage!</p><p>You may not know that he is also the president of the University of Nevada, Reno, where many of you may want to attend.</p><p>The president of the University of Nevada, Las Vegas, was here just now, but he left later, which made me a little sad because I came from the University of Nevada, Las Vegas, and I wanted more competition. But I am very grateful for Brian Sandoval's arrival.</p><p>Brian Sandoval and Elon had a handshake agreement a few years ago, which started the prototype of this matter. Thank you, Brian, for your support!</p><p><b>Elon:</b>Thank you!</p><p><b>Joe:</b>The last pillar is your quality of life, which is safety, especially on Interstate 80 here.</p><p>Tracy, Tracy, may I ask Tracy to come on stage? Tracy Larkin, Come up, please.</p><p>Who is shorter, Tom or Tracy?</p><p>For those of you sitting in the back row, here is a young lady who is the new director of the Ministry of Transportation. I told her that her main task was to expand Interstate 80, create a safe commute for you guys, and make sure the semi-trailers were on the road and out of here, okay?</p><p>Okay, that's what we're going to do for you, for Nevada. This is what I, as governor of Nevada, will do for you.</p><p>Hopefully, we can work together with you to move into the future and ensure that we build a very, very, very long-term relationship where we can all become friends. Thank you guys!</p><p><b>Elon:</b>Okay, thank you!</p><p>(above)</p><p><img src=\"https://static.tigerbbs.com/445a74721b7296f9bcee4971651bc797\" tg-width=\"922\" tg-height=\"1296\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","source":"lsy1649056886487","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>Full speech | Elon Musk announces Tesla's Nevada Gigafactory expansion plan</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\">\nFull speech | Elon Musk announces Tesla's Nevada Gigafactory expansion plan\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">瓦砾村夫</strong><span class=\"h-time small\">2023-01-26 08:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 25, Elon Musk announced a major expansion plan at Tesla's Gigafactory in Reno, Nevada. Tesla plans to invest at least an additional $3.5 billion to build a new 4680 battery factory and a semi-trailer electric truck factory at its Nevada Gigafactory. Nevada Governor Joe Lombardo attended the event and delivered a speech.</p><p><b>Full text of the speech</b></p><p><b>Elon:</b>Okay, let me first thank each and every one of you for your hard work. I just want to express my immense admiration and appreciation for everything you have done to build the Nevada Gigafactory and help revolutionize the world.</p><p>This plant has had a huge impact on the world's transition to sustainable energy, and you should be proud of it, and I am incredibly proud of what you have done.</p><p>We at Tesla have built this factory and made incredible progress. We have achieved huge output of batteries, drive units, power electronics, and stationary battery packs. Our achievements don't stop there.</p><p><img src=\"https://static.tigerbbs.com/7290539ed36c856950b41c4b19fc4501\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>It's hard to believe that we started building this place almost ten years ago. I remember when I came to the Tajorino Industrial Center here, it had an interesting name (Translator's note: TRIC). Back then, there was nothing there, only stones all around. And now, we have built this amazing factory, which is the world's most advanced battery cell and power system factory. That's right, more power systems than rocks.</p><p>In fact, I spent a little time looking back on how much time I had spent at this factory. I once camped in a small tent on the roof. To save time going to the hotel, I pitched a small tent on the roof and stayed there. It's really cold at night (laughs).</p><p>But coming here, looking at all the snow on the ground, the area we're in is so beautiful, and those wild horses. Sometimes, people don't believe me; it's basically like heaven here. There were ten thousand wild horses roaming around, I thought, with snow on the mountaintops and Lake Tahoe nearby.</p><p>By the way, part of the above paragraph is for recruitment purposes... (Laughter) Because we need a lot of talent. So be sure to talk to your friends and family about coming to work here, because we're going to expand dramatically, and it's going to be great.</p><p><img src=\"https://static.tigerbbs.com/08ff0f556c74c2bd4bc4e49cbc70af05\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>Look at the original goal, it's very interesting. At the time, people thought this was a crazy goal for battery production.</p><p>In fact, when we first started, our goal for this factory was to produce more lithium batteries than the rest of the world combined.</p><p>To date, it remains the largest factory in North America.</p><p>The reason we built it was because lithium batteries really weren't enough. If you include the output of all the world's factories, the amount of lithium batteries is not enough to support the mass production of electric vehicles. That's why we came to the conclusion that we had to build a factory, a really huge factory, which is where the name \"super\" factory comes from.</p><p>Currently, it is one of the largest factories in the world, and it will become even larger.</p><p><img src=\"https://static.tigerbbs.com/fa2d5c4758f1f4318ef88fe054189228\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>In 2014, we set a projected production capacity of 35 million kilowatt-hours of battery cells, and we have achieved this goal. We have completed a total investment of $6.2 billion, over 5 million square feet of space, and 11,000 team members.</p><p>We have 3,200 acres of land, and so far we have only used a small part of it. We have plenty of room to expand.</p><p>I should say that what I am announcing today is not actually the end of all this, but only the second phase. There will be a third and fourth phase in the future. Indeed, we need a lot of output to make the world transition to sustainable energy. If we want to move the world towards a sustainable energy future, we need several giant factories, which is great.</p><p><img src=\"https://static.tigerbbs.com/df623ae30950775374937a6c74b74254\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>The current progress is that we have produced more than 7 billion battery cells, more than the world's population. We have produced more than 3.5 million drive units, motors and power electronics. We have produced 1 million energy modules for stationary energy storage.</p><p>Yes, I always remind everyone that we also produce stationary energy storage, which is very important.</p><p>The future of sustainable energy has three elements and three pillars: electric vehicles, stationary energy storage, and solar and wind power. Because solar and wind power are intermittent, you need fixed storage to store electricity when the wind isn't blowing and the sun isn't shining. It's very simple, these are the three pillars.</p><p>These are all extremely feasible, and they will all happen, before we can lead civilization to a sustainable energy future.</p><p><img src=\"https://static.tigerbbs.com/dc8884b32fc2e36504971e54f1a4b552\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>In terms of economic impact, the factory is also extremely considerable, generating a total economic output of $6 billion annually.</p><p>We have also invested $37 million in K-12 education, and we will increase this investment. The education focuses on robotics and sustainable development.</p><p>Well, thank you again for your outstanding work that has brought us this far. Thank you!</p><p>This photo shows us producing our 1 millionth energy module just last Wednesday. Even if I repeat myself, I still want to say, thank you very much!</p><p>All of this is just the beginning, well, at least the first phase. What we are announcing today is a massive additional investment.</p><p><img src=\"https://static.tigerbbs.com/29f25435c608d0061bb12aa23f4d412c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>This is a preview of what the new factory will look like. Yes, it looks incredibly handsome!</p><p>Another cool thing is that we only used half the space we thought we needed at the time to achieve our production goals, and now we're going to make the most of the other half. We are carrying out the second phase of work.</p><p><img src=\"https://static.tigerbbs.com/3e559ea67a6b743ca38b65a896a5b54e\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>We will invest, I should say, these are conservative numbers, and we expect to exceed them. I think we will eventually invest more than $4 billion. We will add 4 million square feet of production space, as well as at least 3,000 direct jobs. Moreover, I think it is very likely that it will eventually exceed this number; these are all conservative estimates.</p><p>Yes, we will be producing high-volume semi-trailers here, and then we will add 100 million kilowatt-hours of Tesla 4680 battery capacity here. This is just the beginning.</p><p><img src=\"https://static.tigerbbs.com/8803e733409f3f7760baeef847c7e09c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><i>Nevada Gigafactory Expansion Plan: Expand the existing factory (purple) with a 4680 battery factory (green) and a semi-manufacturing factory (blue).</i></p><p>I believe that in the long run, we may reach a production capacity of up to 500 million kilowatt-hours. But this incremental capacity is 100 million kilowatt-hours, which is extremely important and a game-changing factor.</p><p>Here are some videos of 4680 battery production.</p><p>As I said, we expect the new battery factory to have a capacity of at least 100 million kilowatt-hours. And as I said, this is really just the beginning.</p><p>In the long run, Tesla's production capacity target far exceeds 1 billion kilowatt-hours, possibly 2 billion or 3 billion kilowatt-hours, but this is really just the beginning.</p><p>This battery production capacity is equivalent to adding 1.5 million Model 3/Y vehicles. Moreover, the fixed storage will also use 4680 batteries. To be clear, this is outside of the battery supply based on our supplier.</p><p>Given the fact that there are 2 billion cars and trucks on the road worldwide, it is clear that we must produce a large number of electric vehicles to replace all gasoline-powered cars. Then, also for sustainable energy, we need to produce as much stationary energy storage as possible. In fact, thinking about all this feels incredible.</p><p>And then, yes, some people say it's impossible, but you can drive this car. In fact, some of our major customers, such as PepsiCo, are already using Tesla Semi semi-trailers.</p><p>This year we will produce a limited number of semi-trailers, and then, hopefully, we will be able to achieve mass production sometime next year. This is a game-changer.</p><p>Although semi-trailers account for only 1% of the total number of vehicles, they actually account for 20% of carbon emissions, and their impact is far greater than the number of vehicles you see. This is an important component of a sustainable energy future.</p><p>And this car is a beast. You can see it climbing hills fully loaded; it's really cool.</p><p>And, I want to say to the state of Nevada, thank you very much! I would like to invite Nevada Governor Joe Lombardo to the stage.</p><p><img src=\"https://static.tigerbbs.com/6d70710df9a09bba71844778b558feaf\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><i>Joe and Elon</i></p><p><b>Joe:</b>Okay, first and foremost, you guys look amazing!</p><p>I want to thank Elon, I want to thank Elon for his cooperation, thank him for helping to improve your lives, my lives, and change the world. Thank you, please give Elon a round of applause.</p><p>First of all, I would like to thank everyone for gathering together today and giving me the opportunity to say hello. I hope some of you here saw my State of the State address last night. Did anyone see it? I hope I said something that makes you happy, something that makes you happy, and I think I will.</p><p>So, what is my role in the topic we are talking about today? Obviously, Elon's goal is to change the world, and my goal is to change your lives.</p><p><b>Elon:</b>Well, I just wanted to clarify that I received too much praise, and the credit goes to them.</p><p><b>Joe:</b>Yes, I understand that.</p><p>Elon talked about the three pillars of electric energy, right: electric vehicles, energy storage, wind power, and solar power. And as governor, my three pillars are the economy, education, and your quality of life, which is public safety. Everything is for these three pillars.</p><p>Clearly, the economic driving force comes from Tesla, which is changing the environment and changing your lives and those of Nevada as you settle in Nevada.</p><p>Today, as this production scale expands, it will even double the quality of life and economic engine, doubling the driving force for success throughout Nevada, especially in Northern Nevada.</p><p>There's a young man in the audience who just joined my team, Tom Burns. Could you come up on stage?</p><p>(Asks Elon) Is that okay, if you don't mind?</p><p>Those of you sitting in the back can't see him; he's a bit short, but Tom is the new director of the Governor's Office of Economic Development. He played a key role in his collaboration with Tesla to ensure the project was implemented, the factory was built, and its long-term viability.</p><p>Thank you, Tom!</p><p>This is the pillar of the economy, right? This is the pillar of the economy. The education pillar, for the workers, for the engineers, and for everyone else who supports this community, especially companies with grand visions like Tesla, needs an education system in universities to cultivate talent to fill these positions.</p><p>I want to point out that there is a very important person in the audience: former Governor Sandoval. Please come to the stage!</p><p>You may not know that he is also the president of the University of Nevada, Reno, where many of you may want to attend.</p><p>The president of the University of Nevada, Las Vegas, was here just now, but he left later, which made me a little sad because I came from the University of Nevada, Las Vegas, and I wanted more competition. But I am very grateful for Brian Sandoval's arrival.</p><p>Brian Sandoval and Elon had a handshake agreement a few years ago, which started the prototype of this matter. Thank you, Brian, for your support!</p><p><b>Elon:</b>Thank you!</p><p><b>Joe:</b>The last pillar is your quality of life, which is safety, especially on Interstate 80 here.</p><p>Tracy, Tracy, may I ask Tracy to come on stage? Tracy Larkin, Come up, please.</p><p>Who is shorter, Tom or Tracy?</p><p>For those of you sitting in the back row, here is a young lady who is the new director of the Ministry of Transportation. I told her that her main task was to expand Interstate 80, create a safe commute for you guys, and make sure the semi-trailers were on the road and out of here, okay?</p><p>Okay, that's what we're going to do for you, for Nevada. This is what I, as governor of Nevada, will do for you.</p><p>Hopefully, we can work together with you to move into the future and ensure that we build a very, very, very long-term relationship where we can all become friends. Thank you guys!</p><p><b>Elon:</b>Okay, thank you!</p><p>(above)</p><p><img src=\"https://static.tigerbbs.com/445a74721b7296f9bcee4971651bc797\" tg-width=\"922\" tg-height=\"1296\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/aUcytodkKahB-gFmr3fZQw\">瓦砾村夫</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/aUcytodkKahB-gFmr3fZQw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105959249","content_text":"1月25日，埃隆·马斯克在位于内华达雷诺市的特斯拉超级工厂宣布了重磅扩建计划。特斯拉计划追加至少35亿美元投资，在内华达超级工厂新建一家4680电池工厂和一家Semi半挂电动卡车工厂。内华达州州长Joe Lombardo出席了活动并致辞。演讲全文埃隆：好的，让我首先感谢你们每一位的辛勤工作，对于你们为建立内华达超级工厂并帮助革新世界所作的一切, 我只想表达我的无限钦佩和赞赏。这家工厂对于世界向可持续能源过渡产生了巨大的影响，你们应该对此感到自豪，而我也为你们所做的事情感到无比自豪。我们特斯拉建立了这家工厂，取得了令人难以置信的进展，我们实现了电池，驱动单元，电力电子设备，固定电池组的巨大产出。我们的成绩不止于此。很难相信，我们开始建造这个地方，几乎已经是十年前的事了。我记得我来到这里的塔霍里诺工业中心，它的名字很有意思(译注：TRIC)，那时候什么都没有，四周只有石头。而现在，我们已经建造了这座神奇的工厂，它是世界上最先进的电池电芯和动力系统工厂。没错，比石头还多的动力系统。事实上，我花了一点时间回顾，我曾经在这家工厂花了这么多时间。我有一次在屋顶上的一个小帐篷里露营，为了省下去酒店的时间，我在屋顶搭了一个小帐篷，住在那里。晚上真够冷的（笑）。但来到这里，看看地上所有的积雪，我们所处的这个地区是如此的美丽，还有那些野马。有时候，人们不相信我说的，这里基本上就像天堂一样。我想，周围有一万匹野马在游荡，山顶上有积雪，附近有塔霍湖。顺便说一下，以上这段，一部分是为了招聘... （笑）因为我们需要大量的人才。因此，务必和你的朋友和家人们谈谈来这里工作的事情，因为我们将急剧扩大规模，这里会变得很棒。看看最初的目标，很有意思。当时，人们认为这是电池生产的一个疯狂目标。事实上，创建之初，我们为这家工厂设定的目标是，生产比全球其他地方的总和更多的锂电池。目前为止，它仍然是北美最大的工厂。我们建造它的原因是，锂电池的确不够用。如果你把全球所有工厂的产出都算上，锂电池的量也不足以支撑大规模生产电动汽车。这就是为什么我们得出结论，我们必须建造一家工厂，一家真正巨大的工厂，这就是“超级”工厂的名字由来。目前，它是世界上最大的工厂之一，而且它将变得更为庞大。2014年，我们设定的预计产能为3500万千瓦时电池电芯，而我们已经实现了这一目标。我们已经完成了62亿美元的投资总额，超过500万平方英尺的空间，11000名团队成员。我们拥有3200英亩的土地，而迄今为止我们仍然只使用了其中一小部分。我们有足够的空间进行扩张。我应该说，我今天所宣布的其实并不是这一切的终点，而只是第二阶段，将来还会有第三第四阶段。的确如此，我们需要大量的产出，才能让世界过渡到可持续能源。如果我们要把世界推向可持续能源的未来，就必须要有若干家巨型的工厂，这很棒。目前的进展是，我们已经生产了超过70亿个电芯，比全球人口数还多。我们已经生产了超过350万个驱动单元，电机和电力电子设备。我们已经生产了100万个用于固定式储能的能源模块。没错，我总在提醒大家，我们也生产固定式储能，那很重要。可持续能源的未来，三个要素，三大支柱是电动汽车，固定式储能，以及太阳能和风能。因为太阳能和风能是间歇性的，你需要固定式储能，以便在风不吹拂，太阳不闪耀的时候储存电力。很简单，这就是三大支柱。这些都是极为可行的，并且都会实现，然后，我们才能把文明带往一个可持续能源的未来。而就经济影响而言，这家工厂也极为可观，每年60亿美元的总经济产出。我们还向K-12教育投入了3700万美元，而且我们还将增加这一投入。教育的重点是机器人技术和可持续性发展。嗯，再次感谢你们的杰出工作，让我们走到现在。感谢你们！这张照片，是我们上周三刚刚生产了第100万个能源模块。就算重复，我也要说，非常感谢你们！所有这些，仅仅是个开始，嗯，至少是第一阶段。我们今天要宣布的，是一项大规模的追加投资。这是新工厂外观的预告。是的，它看起来，帅爆了！另一件事也很酷，我们只用了我们当时认为所需的一半空间，就实现了我们的生产目标，而现在，我们要充分利用另一半的空间了。我们正在开展第二阶段的工作。我们将投资，我应该说，这些都是保守数字，而我们预计会超过这些数字，我认为我们最终会投资超过40亿美元。我们将增加400万平方英尺的生产空间，以及至少3000个直接的工作岗位。而且我认为，最终很可能会超过这个数字，这些都是保守的估计。是的，我们将在这里进行高产量的Semi半挂车生产，然后，我们还将在这里增加1亿千瓦时的特斯拉4680电池产能。这只是个开始。内华达超级工厂扩建计划：在原有的工厂（紫色）旁扩建一座4680电池工厂（绿色）和一座Semi生产工厂（蓝色）我认为长期来看，我们可能会达到高达5亿千瓦时的产能。但这次的增量产能是1亿千瓦时，是的，极其重要，游戏规则的改变因素。这是一些4680电池生产的视频。正如我所说，我们期望新的电池工厂的产能至少达到1亿千瓦时。也正如我所说，这真的只是个开始。长期而言，特斯拉的产能目标远超10亿千瓦时，可能是20亿或30亿千瓦时，这真的只是个开始。而这个电池产能，相当于增加150万辆Model 3/Y汽车。而且，固定式存储也将使用4680电池。明确说明一下，这是在基于我们供应商的电池供应之外的。考虑到，全球有20亿辆汽车和卡车在路上行驶这一事实，显然，我们必须生产大量的电动汽车来取代所有的汽油车。然后，同样为了可持续能源，我们需要生产尽可能多的固定式储能。事实上，想到这一切都让人感觉不可思议。然后，没错，有人说这是不可能做到的，但你可以开开这辆车。事实上，我们的一些主要客户如百事可乐，已经在使用特斯拉Semi半挂车了。今年我们会有限量的生产Semi半挂车，然后，希望在明年的某个时候，我们将能够实现量产。这是一个改变游戏规则的因素。尽管Semi半挂车只占车辆总数的1%，它们实际上占了20%的碳排放，它的影响，远比你看到的车辆数量要大。这是可持续能源未来的一个重要组成部分。而这辆车是一头猛兽。你可以看看它满载爬坡的样子，非常酷。而且，我想对内华达州说，非常感谢！我想邀请内华达州州长Joe Lombardo上台。Joe和埃隆Joe：好的，首先也是最重要的，你们看起来真棒！我想感谢埃隆，我想感谢埃隆的合作，感谢他帮助改善你们的生活，我的生活，并改变这个世界。谢谢你，请为埃隆鼓掌。首先，我感谢大家今天能聚在一起，让我有机会打个招呼。我希望在座的一部分人看到了我昨晚的州情陈述，有人看了吗？希望我说了一些让你们高兴的事情，让你们高兴的事，我认为我会的。那么，在我们今天谈论的这个话题中，我的角色是什么？显然，埃隆的目标是改变世界，而我的目标是改变你们的生活。埃隆：嗯，我只是想澄清一下，我得到了过多的赞誉，功劳是他们的。Joe：嗯，我明白这一点。埃隆谈到了电力能源的三大支柱，对吧，电动汽车，储能，风能和太阳能。而作为州长，我的三大支柱是经济，教育和你们的生活质量，即公众安全。所有一切都是为了这三大支柱。显然，经济的驱动力来源于特斯拉，它正在改变环境，改变你们和内华达州的生活，随着你们定居于内华达州。而今天，随着这次生产规模的扩大，它甚至将让生活质量和经济引擎翻倍，让推动整个内华达成功的动力翻倍，特别是北内华达地区。观众席上有一位刚刚加入我团队的年轻人，Tom Burns，你能上台来吗？（问埃隆）可以吗，如果你不介意的话？你们坐在后排的人看不到他，他有点矮，但Tom是州长经济发展办公室的新主任。他在与特斯拉的合作中发挥了重要作用，以确保这个项目落地，工厂建成，并确保未来它能长期存续。谢谢你，Tom！这是经济支柱，对吧，这是经济支柱。而教育支柱，为了工人，为了工程师和其他所有为了支撑这个社区的人们，特别是像特斯拉这样有宏大愿景的企业，需要在大学中有教育系统培养人才来担当这些职位。我要指出，在观众席上有一位非常重要的人，他就是前州长Sandoval，请上台来吧！你们可能不知道，他也是内华达大学雷诺分校的校长，在座很多人可能想去那里上学。内华达大学拉斯维加斯分校的校长刚才还在这里，但他后来离开了，这让我有些伤心，因为我来自内华达大学拉斯维加斯分校，我希望多点竞争。但我很感谢Brian Sandoval的到来。Brian Sandoval和埃隆在几年前有一个握手协议，开启了这件事的雏形。谢谢你，Brian，感谢你的支持！埃隆：谢谢你！Joe：最后一个支柱是你们的生活质量，即安全，特别是这里的80号州际公路。Tracy，Tracy，我可以请Tracy上台来吗？Tracy Larkin，请上来吧。谁更矮一些，Tom还是Tracy？对于坐在后排的各位来说，这里有一位年轻的女士，她是交通部的新主任。我告诉她，她的主要任务就是扩建80号州际公路，为你们创造一个安全的上下班环境，并确保Semi半挂车上路离开这里，好吗？好的，这就是我们要为你们，为内华达州所做的事情。这也是我作为内华达州州长，要为你们所做的。希望我们能与你们通力合作，走向未来，并确保我们建立一个非常，非常，非常长期的关系，彼此都能成为朋友。谢谢你们！埃隆：好的，谢谢你！（以上）","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626531731,"gmtCreate":1674451405325,"gmtModify":1676538940976,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626531731","repostId":"2305396025","repostType":4,"repost":{"id":"2305396025","kind":"highlight","pubTimestamp":1674266887,"share":"https://ttm.financial/m/news/2305396025?lang=en_US&edition=fundamental","pubTime":"2023-01-21 10:08","market":"us","language":"zh","title":"Is the Federal Reserve slowing down? Several officials have expressed their support for a 25 basis point rate hike rate next month.","url":"https://stock-news.laohu8.com/highlight/detail?id=2305396025","media":"格隆汇","summary":"已成定局？","content":"<p><html><head></head><body>Abstract: Is it a done deal? This week, several Federal Reserve officials made public speeches, all sending optimistic signals. Currently, the market generally expects the Federal Reserve to rate hike by 25 basis points at its next meeting. As they approach the end of interest rates, they support a small rate hike of 25 basis points as a more cautious approach.</p><p>On January 20 local time, Federal Reserve Governor Christopher Waller discussed the U.S. economic outlook for 2023 in light of the current international economic situation.</p><p>In his speech, Waller pointed out that although the U.S. consumer price index declined month-on-month in December 2022, and the core inflation rate fell from 6% in November to 5.7% in December, he remained cautious about the U.S. inflation outlook for 2023. Because the core inflation rate in the United States in December 2022 rose compared to November and was in line with the data in October and March when the Federal Reserve began its rate hike.</p><p>Monetary policy should continue to tighten, support the Federal Open Market Committee's (FOMC) decision to raise the benchmark interest rate by another 25 basis points, and continue efforts to achieve the 2% inflation target. On Wednesday, 2023 Federal Reserve voting member and Philadelphia Fed President Harker said he supports the Fed slowing its rate hike pace to 25 basis points amid signs that high inflation is cooling. Meanwhile, the Federal Reserve is expected to raise interest rates above 5% and \"stay\" at that level for some time.</p><p>Regarding the Federal Reserve's aggressive rate hike last year, Harker pointed out: \"I expect several more rate hike this year, but in my view, the days of a 75 basis point rate hike are definitely over, and a 25 basis point rate hike would be appropriate in the future. At some point this year, the Fed's policy will be at a level of curbing economic activity to help bring inflation down to the 2% target level.\"</p><p>In addition, there are still upside risks to inflation. The U.S. core inflation rate should fall to 3.5% this year, ease to 2.5% next year, and return to the 2% target level in 2025. He added that the U.S. economy is expected to grow by 1% this year; The U.S. unemployment rate will rise from the current 3.5% to 4.5% this year, and will fall back to 4% in the following years.</p><p>Harker stated that the Federal Reserve is expected to raise interest rates above 5%, and the uncertainty surrounding the rate hike stop point is why the central bank should slow down its pace of rate hike.</p><p>Let's rise above 5% and stay there for a while, then see how the economy performs. There is no need to push monetary policy to a level that would seriously affect economic activity. President of the Federal Reserve Bank of New York<a href=\"https://laohu8.com/S/WMB\">Williams</a>It was also stated on Thursday that the Federal Reserve has not yet completed its aggressive tightening measures aimed at reducing stubborn price pressures. Given that inflation remains high and there are signs of a persistent imbalance between supply and demand, it is clear that monetary policy still has more work to do to keep inflation below the 2% target.</p><p>Curbing inflation may require \"below-trend\" economic growth and a weakening labor market. However, restoring price stability is crucial to maximizing employment and achieving long-term price stability, and we must persevere until the task is completed. In addition, Dallas Fed President Logan also stated that further slowing the rate hike would ensure the FOMC has the best monetary policy decisions. The FOMC is adhering to its price stability target; US inflation is too high. High inflation in the service sector is a symptom of an overheated economy.</p><p>Logan pointed out that rate hike is needed until there is evidence of slowing inflation. The tight labor market must be brought into a better balance. More data is needed to indicate that the labor market is not overheating. Federal Reserve officials should not be limited to the question of peak interest rates, but must evaluate the data.</p><p></body></html></p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the Federal Reserve slowing down? Several officials have expressed their support for a 25 basis point rate hike rate next month.</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\">\nIs the Federal Reserve slowing down? Several officials have expressed their support for a 25 basis point rate hike rate next month.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2023-01-21 10:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Is it a done deal? This week, several Federal Reserve officials made public speeches, all sending optimistic signals. Currently, the market generally expects the Federal Reserve to rate hike by 25 basis points at its next meeting. As they approach the end of interest rates, they support a small rate hike of 25 basis points as a more cautious approach.</p><p>On January 20 local time, Federal Reserve Governor Christopher Waller discussed the U.S. economic outlook for 2023 in light of the current international economic situation.</p><p>In his speech, Waller pointed out that although the U.S. consumer price index declined month-on-month in December 2022, and the core inflation rate fell from 6% in November to 5.7% in December, he remained cautious about the U.S. inflation outlook for 2023. Because the core inflation rate in the United States in December 2022 rose compared to November and was in line with the data in October and March when the Federal Reserve began its rate hike.</p><p>Monetary policy should continue to tighten, support the Federal Open Market Committee's (FOMC) decision to raise the benchmark interest rate by another 25 basis points, and continue efforts to achieve the 2% inflation target. On Wednesday, 2023 Federal Reserve voting member and Philadelphia Fed President Harker said he supports the Fed slowing its rate hike pace to 25 basis points amid signs that high inflation is cooling. Meanwhile, the Federal Reserve is expected to raise interest rates above 5% and \"stay\" at that level for some time.</p><p>Regarding the Federal Reserve's aggressive rate hike last year, Harker pointed out: \"I expect several more rate hike this year, but in my view, the days of a 75 basis point rate hike are definitely over, and a 25 basis point rate hike would be appropriate in the future. At some point this year, the Fed's policy will be at a level of curbing economic activity to help bring inflation down to the 2% target level.\"</p><p>In addition, there are still upside risks to inflation. The U.S. core inflation rate should fall to 3.5% this year, ease to 2.5% next year, and return to the 2% target level in 2025. He added that the U.S. economy is expected to grow by 1% this year; The U.S. unemployment rate will rise from the current 3.5% to 4.5% this year, and will fall back to 4% in the following years.</p><p>Harker stated that the Federal Reserve is expected to raise interest rates above 5%, and the uncertainty surrounding the rate hike stop point is why the central bank should slow down its pace of rate hike.</p><p>Let's rise above 5% and stay there for a while, then see how the economy performs. There is no need to push monetary policy to a level that would seriously affect economic activity. President of the Federal Reserve Bank of New York<a href=\"https://laohu8.com/S/WMB\">Williams</a>It was also stated on Thursday that the Federal Reserve has not yet completed its aggressive tightening measures aimed at reducing stubborn price pressures. Given that inflation remains high and there are signs of a persistent imbalance between supply and demand, it is clear that monetary policy still has more work to do to keep inflation below the 2% target.</p><p>Curbing inflation may require \"below-trend\" economic growth and a weakening labor market. However, restoring price stability is crucial to maximizing employment and achieving long-term price stability, and we must persevere until the task is completed. In addition, Dallas Fed President Logan also stated that further slowing the rate hike would ensure the FOMC has the best monetary policy decisions. The FOMC is adhering to its price stability target; US inflation is too high. High inflation in the service sector is a symptom of an overheated economy.</p><p>Logan pointed out that rate hike is needed until there is evidence of slowing inflation. The tight labor market must be brought into a better balance. More data is needed to indicate that the labor market is not overheating. Federal Reserve officials should not be limited to the question of peak interest rates, but must evaluate the data.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/575480\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dffecb1c6b9d55e846f5ddf8b7d32da4","relate_stocks":{"161125":"标普500","IVV":"标普500ETF-iShares","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares","BK4534":"瑞士信贷持仓","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4559":"巴菲特持仓",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares"},"source_url":"https://www.gelonghui.com/p/575480","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2305396025","content_text":"摘要：已成定局？本周，多名美联储官员发表公开讲话，都释放出了乐观信号。目前，市场普遍预计美联储将在下次会议中加息25个基点。在接近利率终点时，他们支持将25个基点的小幅加息作为一种更加谨慎行事的方式。当地时间1月20日，美联储理事克里斯托弗·沃勒就当前国际经济形势背景讨论了美国2023年经济前景。沃勒在讲话中指出，虽然2022年12月美国消费者价格指数环比下降，核心通胀率从11月的6%降至12月的5.7%，但他对美国2023年通胀前景持谨慎态度。因为美国2022年12月的核心通胀率与11月相比有所上升并且与10月和3月美联储开始加息时的数据持平。货币政策应该继续收紧，赞成联邦公开市场委员会（FOMC）计划将基准利率再上调25个基点的决定，并继续就达成2%的通胀目标做出努力。周三，2023年美联储票委、费城联储主席哈克表示，他支持美联储放慢加息步伐至25个基点，因为有迹象显示，高企的通货膨胀正在降温。同时预计美联储将提高利率至5%以上，并在这个水平“停留”一段时间。对于去年美联储的激进加息，哈克指出：\"我预计今年还会加息几次，不过在我看来，我们一次加息75个基点的日子肯定已经过去了，今后加息25个基点将是适当的。在今年的某个时候，美联储的政策将处于抑制经济活动的水平，以帮助将通胀降低到2%的目标水平。\"此外，通胀仍有上行风险，美国核心通胀率应该在今年降至3.5%，明年缓解到2.5%，并在2025年回到2%的目标水平。他还补充说，美国经济今年预计增长1%;而美国今年的失业率将从目前的3.5%上升到4.5%，随后几年将回落到4%。哈克表示，预计美联储将把利率提高到5%以上，加息停止点的不确定性是央行应该放慢加息步伐的原因。让我们升至5%以上，并在那里停留一段时间，然后看看经济表现如何。没有必要将货币政策推到会严重影响经济活动的水平。美国纽约联邦储备银行行长威廉姆斯也在周四表示，联储还没有完成为了削减顽固价格压力所采取的激进紧缩行动。由于通货膨胀率仍然很高，而且有迹象表明供需持续失衡，很明显，货币政策仍有更多工作要做，才能将通货膨胀率持续降至2%的目标。遏制通胀可能需要“低于趋势”的经济增长以及劳动力市场走软。但是，恢复物价稳定对于实现就业最大化和长期物价稳定至关重要，我们必须坚持到底，直到任务完成。此外，达拉斯联储主席洛根也表示，进一步放慢加息幅度将确保FOMC拥有最佳的货币政策决定。FOMC恪守物价稳定性目标，美国通胀太高。服务业通胀偏高，是经济过热的症候。洛根指出，需要加息，直至有证据表明通胀放缓。必须将紧俏的劳动力市场带入更好的平衡状态。需要看到更多数据表明劳动力市场不存在过热。美联储官员们不应当被局限在利率峰值这个问题上，而必须评估数据。","news_type":1,"symbols_score_info":{"161125":0.9,"IVV":0.9,".IXIC":0.9,"QLD":0.9,"PSQ":0.9,"DOG":0.9,"SDS":0.9,".DJI":0.9,"NQmain":0.9,"DJX":0.9,"QQQ":0.9,"SPXU":0.9,"QID":0.9,"ESmain":0.9,"SPY":0.9,"SDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626878521,"gmtCreate":1674049154165,"gmtModify":1676538920200,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626878521","repostId":"1129715152","repostType":4,"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628720626,"gmtCreate":1673502706567,"gmtModify":1676538847441,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628720626","repostId":"1172634292","repostType":4,"repost":{"id":"1172634292","kind":"news","pubTimestamp":1673492530,"share":"https://ttm.financial/m/news/1172634292?lang=en_US&edition=fundamental","pubTime":"2023-01-12 11:02","market":"us","language":"zh","title":"Is the US CPI released tonight, and is a turning point approaching? How long can the Federal Reserve remain stubborn?","url":"https://stock-news.laohu8.com/highlight/detail?id=1172634292","media":"第一财经","summary":"CPI月率有望由涨转跌，燃料价格成为关键。对于美国政府和美联储而言，通胀依然是眼前最重要的经济问题。外界正在密切关注周四将发布的2022年12月消费者价格指数CPI数据，超预期降温的数据可能让有关提前","content":"<p><div>The monthly CPI rate is expected to turn from rising to falling, with fuel prices becoming the key factor. For the U.S. government and the Federal Reserve, inflation remains the most important economic issue at present. The outside world is closely watching the December 2022 Consumer Price Index (CPI) data to be released on Thursday. The unexpectedly cooling data may further fuel speculation about an early end to the rate hike cycle, thereby exacerbating the volatility of risk assets. However, the Federal Reserve's stance has not changed on the surface, with several officials making hawkish remarks, and a game between the market and the Federal Reserve regarding the policy path is underway. The CPI month-on-month rate may unexpectedly turn lower ahead of the February decision announcement...</p><p><a href=\"https://www.yicai.com/news/101647975.html\">Web page link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the US CPI released tonight, and is a turning point approaching? How long can the Federal Reserve remain stubborn?</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\">\nIs the US CPI released tonight, and is a turning point approaching? How long can the Federal Reserve remain stubborn?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2023-01-12 11:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The monthly CPI rate is expected to turn from rising to falling, with fuel prices becoming the key factor. For the U.S. government and the Federal Reserve, inflation remains the most important economic issue at present. The outside world is closely watching the December 2022 Consumer Price Index (CPI) data to be released on Thursday. The unexpectedly cooling data may further fuel speculation about an early end to the rate hike cycle, thereby exacerbating the volatility of risk assets. However, the Federal Reserve's stance has not changed on the surface, with several officials making hawkish remarks, and a game between the market and the Federal Reserve regarding the policy path is underway. The CPI month-on-month rate may unexpectedly turn lower ahead of the February decision announcement...</p><p><a href=\"https://www.yicai.com/news/101647975.html\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101647975.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{},"source_url":"https://www.yicai.com/news/101647975.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172634292","content_text":"CPI月率有望由涨转跌，燃料价格成为关键。对于美国政府和美联储而言，通胀依然是眼前最重要的经济问题。外界正在密切关注周四将发布的2022年12月消费者价格指数CPI数据，超预期降温的数据可能让有关提前结束加息周期的猜测进一步升温，从而加剧风险资产的波动性。不过美联储态度明面上尚未发生变化，多位官员连番发表鹰派言论，市场与美联储之间有关政策路径的博弈正在展开。CPI月率或意外转跌作为2月决议声明前为数不多的重磅数据，即将公布的通胀数据重要性不言而喻。华尔街最新预计，去年12月美国CPI同比增长从此前的7.1%放缓至6.5%，不考虑能源和食品的核心CPI同比增长5.7%。值得注意的是，CPI环比增速可能降至零以下，如果成为现实将是2020年5月以来的首次。能源价格回落被视为物价降温的主要动力。美国汽车协会AAA数据显示，去年12月美国汽油价格下跌逾12%，燃料价格是过去一年CPI上行的重要推手。与此同时，受供应链瓶颈缓和及全球经济下行压力影响，上月工业金属等原材料价格也呈现调整态势。上游原材料价格变动减轻了企业的成本压力。随着消费需求降温，去年底美国工厂活动持续承压。供应管理协会（ISM）12月制造业活动指数进一步回落至48.4，创2020年5月以来最低水平。分项指标中，生产价格指数已经回落到疫情以来的最低水平。去年12月美国汽油价格下跌逾12%（资料来源：美国汽车协会）作为通胀的另一大组成部分，住房通胀压力也在缓解。抵押贷款利率飙升打压了房地产市场销售，房价涨幅迅速收窄，也影响了租房市场。美联储主席鲍威尔在去年12月议息会议后的新闻发布会上也提及了房租问题，认为只要租赁通胀指标持续下降，住房服务通胀会在某个时候开始回落。根据Realtor.com的数据，全美租金涨幅已经连续十个月放缓，11月同比增速降至3.4%，这是19个月以来的最小涨幅。克利夫兰联储近日公布的研究指出，租金数据走势往往比CPI中的住房指标领先一年左右。高盛首席经济学家哈齐乌斯（Jan Hatzius）本周发布报告表示，抵押贷款利率提高导致美国住房市场疲软，这将有助于将今年的核心通货膨胀率降至3%以下，低于联邦公开市场委员会FOMC 3.5%的预测。相比之下，服务业通胀依然棘手。服务业从业人员占据美国就业的大部分，去年10月，服务业通胀一度增长超7%，这是自1982年以来的最快速度。嘉信理财指出，目前劳动力市场最紧张的行业基本都集中在服务业，这也推高了薪资压力和潜在的通胀风险。不过经济放缓已经开始冲击服务业，在连续扩张30个月之后，美国ISM非制造业指数在2022年年末跌破荣枯线，消费需求在经济不确定性下大幅萎缩，并开始影响包括科技在内的部分行业的就业岗位。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）此前在接受第一财经记者采访时表示，服务价格对经济降温的抵抗力更强，与劳动力成本的联系更为紧密。尽管就业市场有所降温，但整体依然火热，低失业率环境下不少企业依然面临招聘困境和用工成本的挑战。结合去年的市场情况，最新通胀数据可能会引发市场巨震。摩根大通分析师泰勒（Andrew Tyler）预计，任何显示美联储抗通胀行动取得进展的迹象都会刺激美股。“通胀降温应该有助于熊市反弹，因为现有的仓位部署可能导致市场对空头回补反应过度。如果CPI跌破6.4%，标普500指数或将上涨3%至3.5%。”他写道。美联储保持嘴硬与上周类似，本周以来多位美联储官员在讲话中继续传递“鹰派情绪”。旧金山联储主席戴利（Mary Daly）和亚特兰大联储主席博斯蒂克（Raphael Bostic）均暗示利率不仅需要继续上涨至5%以上，而且可能在一段时间内保持不变。美联储理事鲍曼（Michelle Bowman）认为，加息将持续到有令人信服的迹象表明通胀已经达到顶峰，并处于明显下降趋势，然后才会调整货币政策。然而紧缩政策正在让经济不确定性升温。考虑到仍处于激进的紧缩周期中，周二世界银行预计今年美国经济增长将大幅放缓，落后于全球扩张的步伐。数据显示，美国内生产总值（GDP）增长率预计为0.5%，比此前的预测大幅下修1.9个百分点。根据CME FedWatch工具，当前市场预计美联储在2月、3月分别加息25个基点的可能性徘徊于70%，而本轮加息周期的终端利率目标区间指向4.75%至5%，同时四季度有望降息。受此影响，美元指数震荡回落，目前已经较去年9月创下的20年高位跌去近11%，投资者押注通胀降温和经济风险将让美联储提前转向。施瓦茨向第一财经记者表示，美联储离考虑政策转向还很遥远。但从强调考虑货币政策的累积效应的角度看，经济压力下未来逐步放缓加息步伐是合理的。他预计未来可能还有50-75个基点的加息空间，随后将保持一段时间，目前降息显然还不在美联储内部的讨论范围内。而摩根大通CEO 戴蒙（Jamie Dimon）认为，加息到5%的水平可能还不够，美联储可能需要加息至超出当前预期的水平，有50%的概率升至6%。他在接受美媒采访时表示，虽然美联储之前的步伐有点慢，现在正在迎头赶上。风险依然存在，比如俄乌冲突和量化紧缩的影响。因此他赞成美联储考虑暂停加息，以了解加息的全部影响。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628213433,"gmtCreate":1673259095624,"gmtModify":1676538806966,"author":{"id":"3565560849516206","authorId":"3565560849516206","name":"被幸福敲了门的人","avatar":"https://static.tigerbbs.com/364d8f8a1793db9e530ae96c23e25482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565560849516206","authorIdStr":"3565560849516206"},"themes":[],"title":"","htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628213433","repostId":"628954992","repostType":1,"repost":{"id":628954992,"gmtCreate":1672843659632,"gmtModify":1676538746393,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"特斯拉會跌到哪兒？一些大單線索(2)","htmlText":"今天是1月4號，是馬斯克預言股災一週年的日子，所以今天也可以算另類“黑色星期五“了。很黑色幽默的是，市場上跌幅最引人注目的股票正是馬斯克的特斯拉，很難說華爾街沒點意見在裏面。特斯拉一晚上跌到上週盤前低點104，接下來的問題就是，特斯拉還會跌嗎？可以用期權異動了解市場對這個問題的看法。先說結論：市場傾向於不會跌到90以下，也不傾向會暴漲，sell&nbsp;call可能是近期更好的選擇。按時間順序來看，週二開盤後沒多久就有人買入了平價期權<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230106%20110.0%20PUT\">$TSLA 20230106 110.0 PUT$</a>&nbsp;，本週看跌到110以下，事實證明之後股價大跌，我認爲這張期權的交易者今天可能會平倉。然後時間來到盤中11點，此時特斯拉股價接近底部，有人賣出了行權價爲135的call&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230120%20135.0%20CALL\">$TSLA 20230120 135.0 CALL$</a>，此行爲可以解釋爲不看好特斯拉1月20日前不會漲過135。時間來到下半場，特斯拉止跌反彈。下半場的思路轉化爲sell&nbsp;put+buy&nbsp;call。也就是不看跌：賣出<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230203%2090.0%20PUT\">$TSLA 20230203 90.0 PUT$</a>買入","listText":"今天是1月4號，是馬斯克預言股災一週年的日子，所以今天也可以算另類“黑色星期五“了。很黑色幽默的是，市場上跌幅最引人注目的股票正是馬斯克的特斯拉，很難說華爾街沒點意見在裏面。特斯拉一晚上跌到上週盤前低點104，接下來的問題就是，特斯拉還會跌嗎？可以用期權異動了解市場對這個問題的看法。先說結論：市場傾向於不會跌到90以下，也不傾向會暴漲，sell&nbsp;call可能是近期更好的選擇。按時間順序來看，週二開盤後沒多久就有人買入了平價期權<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230106%20110.0%20PUT\">$TSLA 20230106 110.0 PUT$</a>&nbsp;，本週看跌到110以下，事實證明之後股價大跌，我認爲這張期權的交易者今天可能會平倉。然後時間來到盤中11點，此時特斯拉股價接近底部，有人賣出了行權價爲135的call&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230120%20135.0%20CALL\">$TSLA 20230120 135.0 CALL$</a>，此行爲可以解釋爲不看好特斯拉1月20日前不會漲過135。時間來到下半場，特斯拉止跌反彈。下半場的思路轉化爲sell&nbsp;put+buy&nbsp;call。也就是不看跌：賣出<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230203%2090.0%20PUT\">$TSLA 20230203 90.0 PUT$</a>買入","text":"今天是1月4號，是馬斯克預言股災一週年的日子，所以今天也可以算另類“黑色星期五“了。很黑色幽默的是，市場上跌幅最引人注目的股票正是馬斯克的特斯拉，很難說華爾街沒點意見在裏面。特斯拉一晚上跌到上週盤前低點104，接下來的問題就是，特斯拉還會跌嗎？可以用期權異動了解市場對這個問題的看法。先說結論：市場傾向於不會跌到90以下，也不傾向會暴漲，sell call可能是近期更好的選擇。按時間順序來看，週二開盤後沒多久就有人買入了平價期權$TSLA 20230106 110.0 PUT$ ，本週看跌到110以下，事實證明之後股價大跌，我認爲這張期權的交易者今天可能會平倉。然後時間來到盤中11點，此時特斯拉股價接近底部，有人賣出了行權價爲135的call $TSLA 20230120 135.0 CALL$，此行爲可以解釋爲不看好特斯拉1月20日前不會漲過135。時間來到下半場，特斯拉止跌反彈。下半場的思路轉化爲sell put+buy call。也就是不看跌：賣出$TSLA 20230203 90.0 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