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MyKhoo

MyKhoo

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2023-04-10

K

@ZEROHERO:How To Trade AMZN’s Gap Fill (Week 4/10)

2023-04-07

K

@A.111:The Stock Market Will Be Closed Tomorrow for Good Friday The U.S. stock market will be closed on Friday, April 7, reopening Monday. Bond trading will be open for a shortened session, closing at 12 p.m. ET. Bullard Plays Down Credit Crunch, Says Fed Must Fight Inflation Federal Reserve Bank of St. Louis President James Bullard said steps taken to ease financial strains were working and the central bank should keep raising interest rates to fight high inflation.

2023-04-03

K

@唯咯卫视:籌劃過程的一半。同樣重要的，是您要清楚知道從現在開始需要儲蓄多少，投資組合才能足夠幫助您達成未來的目標。一般來說，兩個以不同方式儲蓄的投資者，如果希望在日後達成相同目標，一個在現時開始儘量儲蓄；而另外一個投資者則在較短時間內儲蓄較多資金，相比之下，前者可以

2023-03-28

K//@GoG:k//@SR050321: Auto invest for long term holding yes good to try, can order small small amount daily/weekly/monthly, i tried weekly $5 on $Alibaba(BABA)$ $Microsoft(MSFT)$ $Energy Select Sector SPDR Fund(XLE)$ and many more expensive stocks, so everyday $5 order for different stocks but i stop because i prefer fractional stock that i can buy (day order) any time the stock drop, using fractional stock help me learn to trade buy n sell short term with small scales $Tesla Motors(TSLA)$ and

@TigerTradingNotes:🏆[Auto-invest Data Analysis] Which Plan is Best for You?

2023-03-27

K

@但是我可以肯定跟你讲这个是我肯定如果你肯用心去学习什么是投资的话你不可能是穷人:Money is my friend and the value of the investments I make It grows every day. success and money Be with me here and now.

2023-03-08

K

Rate hike or Faster, Higher and Longer! Read Powell's blockbuster speech in one article

2023-03-07

K

Byte Game "Post-Disaster Reconstruction": Shrink Ambition and Keep Tinder

2023-03-06

K

Sorry, the original content has been removed

2023-03-06

K

Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars

2023-03-04

K

Have all the "bulls" Musk bragged about in those years come true?

2023-03-02

K

@经济观察报:人社部：2022年三項社會保險基金收支規模13.7萬億元

2023-03-02

K

@欧洲期货交易所Eurex:【期貨期權】VSTOXX® 1月月度報告

2023-03-02

K

Kohl's Department Store turned from profit to loss in Q4, with net sales falling 7.2% year-on-year, less than expected

2023-02-28

K

@于见专栏:難解生態之困，vivo空有“銷冠”之名

2023-02-28

K

@时代财经:著名經濟學家厲以寧逝世，88歲手寫8萬字學術自傳，責編追憶：後來字跡就有點模糊了

2023-02-28

K

Last night and this morning | U.S. bond yields fell back, and U.S. stocks rose sharply! Musk returns to world's richest man

2023-02-26

K

Cook to be kicked off Apple's board? He is a 25-year veteran with an annual salary of 680 million and a salary cut

2023-02-25

K

The Nasdaq's decline expanded to 2%! Star technology stocks all fell, Tesla fell more than 4%

2023-02-24

K

ETF Tracker | Nvidia Stock Surges 14%, Boosts AI, Semiconductor ETFs

2023-02-23

K

@明源云:有這55套工程創優策劃，拿獎也不難！

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To Trade AMZN’s Gap Fill (Week 4/10)","htmlText":"The first quarter of 2023 was a remarkably profitable one for tech investors, helping to turn the corner on a&nbsp;nightmarish 2022. Stocks that were pummeled last year have rebounded with strong gains.&nbsp; The seven tech companies with&nbsp;market values above $500 billion -- Apple (ticker: AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon.com (AMZN), Nvidia&nbsp;(NVDA), Tesla (TSLA), and Meta Platforms (META) -- have each rallied at least 20% in 2023, outstripping a 7% gain for&nbsp;the S&amp;P 500 index.&nbsp; Investors think the Federal Reserve is nearly finished tightening monetary policy -- and they&nbsp;anticipate steady and then declining rates. As a result, miserable first-quarter results -- and they almost certainly&nbsp;are going to be pretty bad -- might not matter. Amazon sh","listText":"The first quarter of 2023 was a remarkably profitable one for tech investors, helping to turn the corner on a&nbsp;nightmarish 2022. Stocks that were pummeled last year have rebounded with strong gains.&nbsp; The seven tech companies with&nbsp;market values above $500 billion -- Apple (ticker: AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon.com (AMZN), Nvidia&nbsp;(NVDA), Tesla (TSLA), and Meta Platforms (META) -- have each rallied at least 20% in 2023, outstripping a 7% gain for&nbsp;the S&amp;P 500 index.&nbsp; Investors think the Federal Reserve is nearly finished tightening monetary policy -- and they&nbsp;anticipate steady and then declining rates. As a result, miserable first-quarter results -- and they almost certainly&nbsp;are going to be pretty bad -- might not matter. Amazon sh","text":"The first quarter of 2023 was a remarkably profitable one for tech investors, helping to turn the corner on a nightmarish 2022. Stocks that were pummeled last year have rebounded with strong gains. The seven tech companies with market values above $500 billion -- Apple (ticker: AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon.com (AMZN), Nvidia (NVDA), Tesla (TSLA), and Meta Platforms (META) -- have each rallied at least 20% in 2023, outstripping a 7% gain for the S&P 500 index. Investors think the Federal Reserve is nearly finished tightening monetary policy -- and they anticipate steady and then declining rates. As a result, miserable first-quarter results -- and they almost certainly are going to be pretty bad -- might not matter. Amazon sh","images":[{"img":"https://community-static.tradeup.com/news/e3e48eee0a52bc69474a9ab367d16e2a","width":"890","height":"534"},{"img":"https://community-static.tradeup.com/news/797f4d19993065097b17e59bf43e86e3","width":"1200","height":"667"},{"img":"https://community-static.tradeup.com/news/cbe09ca32c8632e3ec20b2e48396e140","width":"1284","height":"1018"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946285614","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946921438,"gmtCreate":1680839496525,"gmtModify":1680839499950,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946921438","repostId":"9946962326","repostType":1,"repost":{"id":9946962326,"gmtCreate":1680838192666,"gmtModify":1680838805188,"author":{"id":"4100316246044730","authorId":"4100316246044730","name":"A.111","avatar":"https://community-static.tradeup.com/news/f01b5e85d840d08c514628bce33fdffa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100316246044730","authorIdStr":"4100316246044730"},"themes":[],"htmlText":"The Stock Market Will Be Closed Tomorrow for Good Friday The U.S. stock market will be closed on Friday, April 7, reopening Monday. Bond trading will be open for a shortened session, closing at 12 p.m. ET. Bullard Plays Down Credit Crunch, Says Fed Must Fight Inflation Federal Reserve Bank of St. Louis President James Bullard said steps taken to ease financial strains were working and the central bank should keep raising interest rates to fight high inflation.","listText":"The Stock Market Will Be Closed Tomorrow for Good Friday The U.S. stock market will be closed on Friday, April 7, reopening Monday. Bond trading will be open for a shortened session, closing at 12 p.m. ET. Bullard Plays Down Credit Crunch, Says Fed Must Fight Inflation Federal Reserve Bank of St. Louis President James Bullard said steps taken to ease financial strains were working and the central bank should keep raising interest rates to fight high inflation.","text":"The Stock Market Will Be Closed Tomorrow for Good Friday The U.S. stock market will be closed on Friday, April 7, reopening Monday. Bond trading will be open for a shortened session, closing at 12 p.m. ET. Bullard Plays Down Credit Crunch, Says Fed Must Fight Inflation Federal Reserve Bank of St. Louis President James Bullard said steps taken to ease financial strains were working and the central bank should keep raising interest rates to fight high inflation.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946962326","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941419062,"gmtCreate":1680524930756,"gmtModify":1680524934556,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941419062","repostId":"9941437650","repostType":1,"repost":{"id":9941437650,"gmtCreate":1680524093770,"gmtModify":1680524097760,"author":{"id":"4142813756242102","authorId":"4142813756242102","name":"唯咯卫视","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142813756242102","authorIdStr":"4142813756242102"},"themes":[],"htmlText":"籌劃過程的一半。同樣重要的，是您要清楚知道從現在開始需要儲蓄多少，投資組合才能足夠幫助您達成未來的目標。 一般來說，兩個以不同方式儲蓄的投資者，如果希望在日後達成相同目標，一個在現時開始儘量儲蓄；而另外一個投資者則在較短時間內儲蓄較多資金，相比之下，前者可以","listText":"籌劃過程的一半。同樣重要的，是您要清楚知道從現在開始需要儲蓄多少，投資組合才能足夠幫助您達成未來的目標。 一般來說，兩個以不同方式儲蓄的投資者，如果希望在日後達成相同目標，一個在現時開始儘量儲蓄；而另外一個投資者則在較短時間內儲蓄較多資金，相比之下，前者可以","text":"籌劃過程的一半。同樣重要的，是您要清楚知道從現在開始需要儲蓄多少，投資組合才能足夠幫助您達成未來的目標。 一般來說，兩個以不同方式儲蓄的投資者，如果希望在日後達成相同目標，一個在現時開始儘量儲蓄；而另外一個投資者則在較短時間內儲蓄較多資金，相比之下，前者可以","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941437650","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941319828,"gmtCreate":1679974285665,"gmtModify":1679974289367,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K//<a href=\"https://ttm.financial/U/3570186020309805\">@GoG</a>:k//<a href=\"https://laohu8.com/U/3577965120664925\">@SR050321</a>: Auto invest for long term holding yes good to try, can order small small amount daily/weekly/monthly, i tried weekly $5 on <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> and many more expensive stocks, so everyday $5 order for different stocks but i stop because i prefer fractional stock that i can buy (day order) any time the stock drop, using fractional stock help me learn to trade buy n sell short term with small scales <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> and","listText":"K//<a href=\"https://ttm.financial/U/3570186020309805\">@GoG</a>:k//<a href=\"https://laohu8.com/U/3577965120664925\">@SR050321</a>: Auto invest for long term holding yes good to try, can order small small amount daily/weekly/monthly, i tried weekly $5 on <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> and many more expensive stocks, so everyday $5 order for different stocks but i stop because i prefer fractional stock that i can buy (day order) any time the stock drop, using fractional stock help me learn to trade buy n sell short term with small scales <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> and","text":"K//@GoG:k//@SR050321: Auto invest for long term holding yes good to try, can order small small amount daily/weekly/monthly, i tried weekly $5 on $Alibaba(BABA)$ $Microsoft(MSFT)$ $Energy Select Sector SPDR Fund(XLE)$ and many more expensive stocks, so everyday $5 order for different stocks but i stop because i prefer fractional stock that i can buy (day order) any time the stock drop, using fractional stock help me learn to trade buy n sell short term with small scales $Tesla Motors(TSLA)$ and","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941319828","repostId":"9941041215","repostType":1,"repost":{"id":9941041215,"gmtCreate":1679899725537,"gmtModify":1690270036484,"author":{"id":"3527667700230874","authorId":"3527667700230874","name":"TigerTradingNotes","avatar":"https://community-static.tradeup.com/news/db3863887ac73edf5244d41303c9bcc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667700230874","authorIdStr":"3527667700230874"},"themes":[],"title":"🏆[Auto-invest Data Analysis] Which Plan is Best for You?","htmlText":"Since the auto-invest feature launched, more and more investors have begun to accumulate wealth through long-term investments. Tiger's&nbsp;auto-invest feature allows for a minimum investment of oneUSDollar and helps investors easily initiate an investment plan, while also automatically deducting funds to save time and effort.This article summarizes the most popular targets, industries, auto-invest frequency, and the number of investment periods in Tiger Brokers' investment plan feature in the past to help investors better plan and manage their investment plans.*The following data is taken from Tiger's actual investment plan data and is for reference only and does not constitute investment advice. Tiger can not guarantee the accuracy of the data. Past performance is not indicative of futur","listText":"Since the auto-invest feature launched, more and more investors have begun to accumulate wealth through long-term investments. Tiger's&nbsp;auto-invest feature allows for a minimum investment of oneUSDollar and helps investors easily initiate an investment plan, while also automatically deducting funds to save time and effort.This article summarizes the most popular targets, industries, auto-invest frequency, and the number of investment periods in Tiger Brokers' investment plan feature in the past to help investors better plan and manage their investment plans.*The following data is taken from Tiger's actual investment plan data and is for reference only and does not constitute investment advice. Tiger can not guarantee the accuracy of the data. Past performance is not indicative of futur","text":"Since the auto-invest feature launched, more and more investors have begun to accumulate wealth through long-term investments. Tiger's auto-invest feature allows for a minimum investment of oneUSDollar and helps investors easily initiate an investment plan, while also automatically deducting funds to save time and effort.This article summarizes the most popular targets, industries, auto-invest frequency, and the number of investment periods in Tiger Brokers' investment plan feature in the past to help investors better plan and manage their investment plans.*The following data is taken from Tiger's actual investment plan data and is for reference only and does not constitute investment advice. Tiger can not guarantee the accuracy of the data. Past performance is not indicative of futur","images":[{"img":"https://community-static.tradeup.com/news/35ad7cdb582f0b487aa06bb25589322b","width":"870","height":"300"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941041215","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941024105,"gmtCreate":1679889178007,"gmtModify":1679889181751,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941024105","repostId":"9941022673","repostType":1,"repost":{"id":9941022673,"gmtCreate":1679888103992,"gmtModify":1679888662347,"author":{"id":"4140079746261132","authorId":"4140079746261132","name":"但是我可以肯定跟你讲这个是我肯定 如果你肯用心去学习什么是投资的话你不可能是穷人","avatar":"https://community-static.tradeup.com/news/9482a4c6f3fba241510e84a7d7c17427","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4140079746261132","authorIdStr":"4140079746261132"},"themes":[],"title":"Money is my friend and the value of the investments I make\n\n\n\n\n\n\n\n It grows every day.  success and money\n\n\n\n Be with me here and now.","htmlText":"Money is my friend and the value of the investments I make &nbsp;It grows every day. success and money &nbsp;Be with me here and now. &nbsp;Money is my friend and the value of the investments I make grows every day. &nbsp;Success and money are with me here and now. &nbsp;Start a new relationship with money today. &nbsp;\"I just write my full name &nbsp;(KWAN CHEE TUCK) &nbsp;(Real last name, KWAN) &nbsp;For my prosperity and growth, contentment and abundance, &nbsp;Money is good, pure, useful and necessary. &nbsp;Money brings positive things into my life. &nbsp;The success I have experienced in life has brought money and happiness to me and the people I love. &nbsp;I deserve prosperity and a lot of money. &nbsp;Money is my friend and the value of the investments I make &nbsp;It grows every","listText":"Money is my friend and the value of the investments I make &nbsp;It grows every day. success and money &nbsp;Be with me here and now. &nbsp;Money is my friend and the value of the investments I make grows every day. &nbsp;Success and money are with me here and now. &nbsp;Start a new relationship with money today. &nbsp;\"I just write my full name &nbsp;(KWAN CHEE TUCK) &nbsp;(Real last name, KWAN) &nbsp;For my prosperity and growth, contentment and abundance, &nbsp;Money is good, pure, useful and necessary. &nbsp;Money brings positive things into my life. &nbsp;The success I have experienced in life has brought money and happiness to me and the people I love. &nbsp;I deserve prosperity and a lot of money. &nbsp;Money is my friend and the value of the investments I make &nbsp;It grows every","text":"Money is my friend and the value of the investments I make It grows every day. success and money Be with me here and now. Money is my friend and the value of the investments I make grows every day. Success and money are with me here and now. Start a new relationship with money today. \"I just write my full name (KWAN CHEE TUCK) (Real last name, KWAN) For my prosperity and growth, contentment and abundance, Money is good, pure, useful and necessary. Money brings positive things into my life. The success I have experienced in life has brought money and happiness to me and the people I love. I deserve prosperity and a lot of money. Money is my friend and the value of the investments I make It grows every","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941022673","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949067116,"gmtCreate":1678245448235,"gmtModify":1678245451904,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9949067116","repostId":"1169400394","repostType":4,"repost":{"id":"1169400394","kind":"news","pubTimestamp":1678241120,"share":"https://ttm.financial/m/news/1169400394?lang=en_US&edition=fundamental","pubTime":"2023-03-08 10:05","market":"us","language":"zh","title":"Rate hike or Faster, Higher and Longer! Read Powell's blockbuster speech in one article","url":"https://stock-news.laohu8.com/highlight/detail?id=1169400394","media":"华尔街见闻","summary":"通胀还远高于目标2%，不考虑改变此目标。","content":"<p><html><head></head><body>On the first day of the congressional hearing, Powell said that if the overall data suggested that it was necessary to speed up tightening, the Fed would be ready to speed up the pace of rate hike; Historical records warn against premature relaxation of policy, and the Fed will stick to it; Inflation is still well above the target of 2%, and it is not considered to change this target; Inflationary pressures were higher than expected at the last meeting, and key inflation indicators core services inflation showed few signs of slowing down; The Fed's fight against inflation focuses on inflation in commodities, housing and services, and the tightening effect may not be fully reflected; Not raising the debt ceiling could cause long-term harm; Cryptocurrencies should be regulated in the same way as traditional financial assets.</p><p>On Tuesday, March 7, Eastern Time, Federal Reserve Chairman Jerome Powell testified at a hearing of the U.S. Senate Banking Committee, warning that the strong data at the beginning of this year may prompt the Fed not to continue to slow down, but to accelerate the pace of rate hike, and the final interest rate may exceed the Fed's previous expected level.</p><p>The theme of this hearing is the semi-annual monetary policy report released by the Federal Reserve last Friday. In a prepared speech, Powell reiterated that the road to reducing inflation may be bumpy, arguing that stronger-than-expected economic data means terminal interest rates may be higher than the Fed had previously expected. He said:</p><p>Inflation has been slowing in recent months, but there is still a long way to go for inflation to fall back to 2%, and (the road) may be bumpy. As I mentioned, the recent economic data has been stronger than expected, suggesting that the final interest rate level may be higher than previously expected. If the overall data suggests that it is necessary to accelerate (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. Following the above passage, Powell said that the Fed's highest focus is to use the Fed's tools to bring the inflation rate back to the Fed's target of 2% and keep long-term inflation expectations well anchored. He said:</p><p>The historical record is a serious warning against premature policy easing. We will follow through until we are done. On Wednesday, Powell will also testify before the House Financial Services Committee. These are his last two public statements on interest rate policy before the next interest rate meeting of the Federal Reserve from 21st to 22nd of this month, and they are also his last two opportunities to influence the market's expectations for the Fed's policy.</p><p>On Tuesday, Powell said that in the latest dot plot to be released after the Federal Reserve meeting this month, the expectation of peak interest rates may be higher than the last updated dot plot interest rate expectation in December last year. He said that it is difficult to estimate what the current \"neutral interest rate level\" is.</p><p>Market reaction: U.S. bond yields rise, the U.S. dollar accelerates its rise, U.S. stocks expand their decline, and the probability of a 50 basis point rate hike in March is expected to surge</p><p>Before the hearing began, earlier on Tuesday, reporter Nick Timiraos, known as the \"New Federal Reserve News Agency\", issued an article saying that Powell may warn in his testimony that strong economic activity this year may lead to the Fed's rate hike exceeding their expectations to combat high inflation.</p><p>Powell's remarks about higher-than-expected interest rates were not surprising, but he also admitted that he was ready to speed up rate hike when needed. The double hawkish stance undoubtedly dealt a blow to the market.</p><p>After Powell began his speech on Tuesday, U.S. Treasury Bond yields rose sharply in early U.S. stocks; The US Dollar Index accelerated its upward trend and returned to 105.00; The decline of the U.S. stock index expanded rapidly. After the Powell hearing, the three major U.S. stock indexes further expanded their declines in midday trading, all exceeding 1%. the US Dollar Index's intraday gains expanded to more than 1%, and rose above 105.60 in midday trading, refreshing the record set on January 6 since December 7 last year. intraday highs.</p><p>The benchmark 10-year U.S. bond yield once returned to 4.0% from around 3.95% before Powell's speech, setting a new daily high, and once fell below 3.95% after the hearing. The 2-year U.S. bond yield, which is more sensitive to interest rates, was below 4.88% before Powell's speech, and approached 5.0% during the speech, setting a new high since July 2007 set for five consecutive days as of last Thursday. After the hearing, U.S. stocks rose above 5.0% for the first time since July 2007 during midday trading.</p><p><img src=\"https://static.tigerbbs.com/9151a89f9f6484f5226ce0223542ce4e\" tg-width=\"500\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>After the U.S. stock market closed, CME group's (CME) \"Fed Watch Tool\" showed that the U.S. Federal Funds rate futures trading market predicted that the probability of the Fed's rate hike of 50 basis points in March would rise to more than 70% from slightly more than 31% a day ago, and the probability of rate hike's 25 basis points dropped to less than 30% from nearly 69% a day ago.</p><p><img src=\"https://static.tigerbbs.com/1d31acedeb198d24a93d9c33ecad0d7c\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/>Inflation is still well above target Inflationary pressures are higher than expected at last meeting Core services inflation shows few signs of slowing down</p><p>Recently released U.S. data show that the downward trend of inflation is declining: the year-on-year growth of CPI in January slowed down less than expected, and the PCE price index accelerated year-on-year in January, failing to continue the growth slowdown in December. Moreover, economic and employment data continued to grow beyond expectations: in January, 517,000 new non-farm employment people were added, about 2.8 times market expectations, and the unemployment rate dropped to the lowest level in 53 years of 3.4%; The number of initial jobless claims in a single week has been below 200,000 for seven consecutive weeks, which is equivalent to pre-epidemic levels.</p><p>Commenting on the current economic situation and outlook, Powell pointed out that since his last testimony in the House of Representatives in the middle of last year, U.S. inflation growth has eased to some extent, but the inflation rate is still well above the Fed's long-term target of 2%. Inflation in the core commodity sector has fallen as supply chain bottlenecks ease and monetary tightening limits demand. However, inflation for core services other than housing, a key inflation gauge, shows little sign of slowing.</p><p>So far, there have been few signs of lower inflation in core services after housing, which account for more than half of core consumer spending. To restore price stability, we need to see a decline in inflation in the sector, and labor market conditions are likely to moderate. Powell said data on hiring, spending, factory production and inflation partially reversed the weakness seen a few weeks ago. Some of the gains may reflect the effects of unusually warm January weather, which could interfere with seasonal adjustments for economic data.</p><p>Nonetheless, the magnitude of the reversal, along with the revision to the previous quarter, suggests that inflationary pressures are higher than we expected at our last (monetary policy) meeting. Powell mentioned that despite the slowdown in economic growth, the supply of the labor market is still very tight, and cited the unemployment rate in the January non-farm payrolls report and the number of vacancies at the end of December that were close to the record high set in March last year, saying that employment growth in January remains very strong, while growth in labor supply continues to lag.</p><p>Regarding the job market, Powell also mentioned that the mismatch between labor supply and demand is obvious. The Federal Reserve needs to work hard to make the supply and demand in the job market more matched. The current employment rate in the United States has far exceeded the \"full employment level\" estimated by most market participants.</p><p>Without considering changing the 2% inflation target, the Fed's anti-inflation focus on goods, housing and services, and the effect of inflation tightening may not be fully reflected</p><p>In response to questions from lawmakers, Powell said that maintaining the credibility of the Fed's inflation rate target of 2% will directly stabilize market expectations for the economic outlook. Therefore, it is indeed very important to stick to the 2% goal. It will not consider changing the Fed's 2% inflation control target.</p><p>The Fed's future policymaking actions will largely depend on movements in three important inflation areas: goods, housing and the broader services sector.</p><p>On the commodities front, the Fed needs to continue the decline in inflation that has begun. On the housing front, the Fed needs time to pass on the impact of the tightening, and the lagging data will soon be reflected in the new leases being signed at lower prices. In the services sector, \"we will look very carefully\".</p><p>Powell also noted that the Fed's efforts to date may not have been fully reflected.</p><p>Last year, our rate hike was very fast, and we know that the effect of monetary tightening policy has been delayed; It takes a while to see the full effect. Powell said the Fed has the tools to gradually achieve its 2% inflation target, while warning that monetary policy tools do have limitations and that this round of inflation is different from the past. \"We have a lot of unusual elements and I don't think anyone has the confidence to know how this is going to play out.\"</p><p>Failure to raise the debt ceiling could cause long-term harm. Cryptocurrencies need to be regulated in the same way as traditional financial assets</p><p>At the hearing, Powell clearly told lawmakers that in order to prevent \"very adverse\" harm to the global economy, Congress must increase the legal borrowing limit of the U.S. federal government.</p><p>We do not seek to play a role in these policy issues. But at the end of the day, there's only one solution to this problem, and that's Congress. Congress really needs to raise the cap … If it doesn't, I think the consequences are hard to estimate, but they can be very adverse and can cause long-term harm. Powell believes that fiscal policy is not yet an important factor causing high inflation.</p><p>Regarding the banking industry, Powell mentioned that the Federal Reserve promised to amend the Community Reinvestment Act. We are wholeheartedly committed to adjusting the capital adequacy ratio rule to ensure that it continues to be tough and effective. Big U.S. banks don't have much exposure to commercial real estate lending.</p><p>Regarding cryptocurrencies, Powell said the Fed will ensure that the banking industry remains cautious enough in the face of cryptocurrency business. The United States needs to formulate a legal and regulatory framework around digital activities. He supports regulation of the cryptocurrency market.</p><p>It's'same activity, same regulation '. When people deal with something that looks like a money market fund, they assume, it has the same regulation as money market funds or bank deposits.</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>Rate hike or Faster, Higher and Longer! Read Powell's blockbuster speech in one article</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\">\nRate hike or Faster, Higher and Longer! Read Powell's blockbuster speech in one article\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\">2023-03-08 10:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On the first day of the congressional hearing, Powell said that if the overall data suggested that it was necessary to speed up tightening, the Fed would be ready to speed up the pace of rate hike; Historical records warn against premature relaxation of policy, and the Fed will stick to it; Inflation is still well above the target of 2%, and it is not considered to change this target; Inflationary pressures were higher than expected at the last meeting, and key inflation indicators core services inflation showed few signs of slowing down; The Fed's fight against inflation focuses on inflation in commodities, housing and services, and the tightening effect may not be fully reflected; Not raising the debt ceiling could cause long-term harm; Cryptocurrencies should be regulated in the same way as traditional financial assets.</p><p>On Tuesday, March 7, Eastern Time, Federal Reserve Chairman Jerome Powell testified at a hearing of the U.S. Senate Banking Committee, warning that the strong data at the beginning of this year may prompt the Fed not to continue to slow down, but to accelerate the pace of rate hike, and the final interest rate may exceed the Fed's previous expected level.</p><p>The theme of this hearing is the semi-annual monetary policy report released by the Federal Reserve last Friday. In a prepared speech, Powell reiterated that the road to reducing inflation may be bumpy, arguing that stronger-than-expected economic data means terminal interest rates may be higher than the Fed had previously expected. He said:</p><p>Inflation has been slowing in recent months, but there is still a long way to go for inflation to fall back to 2%, and (the road) may be bumpy. As I mentioned, the recent economic data has been stronger than expected, suggesting that the final interest rate level may be higher than previously expected. If the overall data suggests that it is necessary to accelerate (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. Following the above passage, Powell said that the Fed's highest focus is to use the Fed's tools to bring the inflation rate back to the Fed's target of 2% and keep long-term inflation expectations well anchored. He said:</p><p>The historical record is a serious warning against premature policy easing. We will follow through until we are done. On Wednesday, Powell will also testify before the House Financial Services Committee. These are his last two public statements on interest rate policy before the next interest rate meeting of the Federal Reserve from 21st to 22nd of this month, and they are also his last two opportunities to influence the market's expectations for the Fed's policy.</p><p>On Tuesday, Powell said that in the latest dot plot to be released after the Federal Reserve meeting this month, the expectation of peak interest rates may be higher than the last updated dot plot interest rate expectation in December last year. He said that it is difficult to estimate what the current \"neutral interest rate level\" is.</p><p>Market reaction: U.S. bond yields rise, the U.S. dollar accelerates its rise, U.S. stocks expand their decline, and the probability of a 50 basis point rate hike in March is expected to surge</p><p>Before the hearing began, earlier on Tuesday, reporter Nick Timiraos, known as the \"New Federal Reserve News Agency\", issued an article saying that Powell may warn in his testimony that strong economic activity this year may lead to the Fed's rate hike exceeding their expectations to combat high inflation.</p><p>Powell's remarks about higher-than-expected interest rates were not surprising, but he also admitted that he was ready to speed up rate hike when needed. The double hawkish stance undoubtedly dealt a blow to the market.</p><p>After Powell began his speech on Tuesday, U.S. Treasury Bond yields rose sharply in early U.S. stocks; The US Dollar Index accelerated its upward trend and returned to 105.00; The decline of the U.S. stock index expanded rapidly. After the Powell hearing, the three major U.S. stock indexes further expanded their declines in midday trading, all exceeding 1%. the US Dollar Index's intraday gains expanded to more than 1%, and rose above 105.60 in midday trading, refreshing the record set on January 6 since December 7 last year. intraday highs.</p><p>The benchmark 10-year U.S. bond yield once returned to 4.0% from around 3.95% before Powell's speech, setting a new daily high, and once fell below 3.95% after the hearing. The 2-year U.S. bond yield, which is more sensitive to interest rates, was below 4.88% before Powell's speech, and approached 5.0% during the speech, setting a new high since July 2007 set for five consecutive days as of last Thursday. After the hearing, U.S. stocks rose above 5.0% for the first time since July 2007 during midday trading.</p><p><img src=\"https://static.tigerbbs.com/9151a89f9f6484f5226ce0223542ce4e\" tg-width=\"500\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>After the U.S. stock market closed, CME group's (CME) \"Fed Watch Tool\" showed that the U.S. Federal Funds rate futures trading market predicted that the probability of the Fed's rate hike of 50 basis points in March would rise to more than 70% from slightly more than 31% a day ago, and the probability of rate hike's 25 basis points dropped to less than 30% from nearly 69% a day ago.</p><p><img src=\"https://static.tigerbbs.com/1d31acedeb198d24a93d9c33ecad0d7c\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/>Inflation is still well above target Inflationary pressures are higher than expected at last meeting Core services inflation shows few signs of slowing down</p><p>Recently released U.S. data show that the downward trend of inflation is declining: the year-on-year growth of CPI in January slowed down less than expected, and the PCE price index accelerated year-on-year in January, failing to continue the growth slowdown in December. Moreover, economic and employment data continued to grow beyond expectations: in January, 517,000 new non-farm employment people were added, about 2.8 times market expectations, and the unemployment rate dropped to the lowest level in 53 years of 3.4%; The number of initial jobless claims in a single week has been below 200,000 for seven consecutive weeks, which is equivalent to pre-epidemic levels.</p><p>Commenting on the current economic situation and outlook, Powell pointed out that since his last testimony in the House of Representatives in the middle of last year, U.S. inflation growth has eased to some extent, but the inflation rate is still well above the Fed's long-term target of 2%. Inflation in the core commodity sector has fallen as supply chain bottlenecks ease and monetary tightening limits demand. However, inflation for core services other than housing, a key inflation gauge, shows little sign of slowing.</p><p>So far, there have been few signs of lower inflation in core services after housing, which account for more than half of core consumer spending. To restore price stability, we need to see a decline in inflation in the sector, and labor market conditions are likely to moderate. Powell said data on hiring, spending, factory production and inflation partially reversed the weakness seen a few weeks ago. Some of the gains may reflect the effects of unusually warm January weather, which could interfere with seasonal adjustments for economic data.</p><p>Nonetheless, the magnitude of the reversal, along with the revision to the previous quarter, suggests that inflationary pressures are higher than we expected at our last (monetary policy) meeting. Powell mentioned that despite the slowdown in economic growth, the supply of the labor market is still very tight, and cited the unemployment rate in the January non-farm payrolls report and the number of vacancies at the end of December that were close to the record high set in March last year, saying that employment growth in January remains very strong, while growth in labor supply continues to lag.</p><p>Regarding the job market, Powell also mentioned that the mismatch between labor supply and demand is obvious. The Federal Reserve needs to work hard to make the supply and demand in the job market more matched. The current employment rate in the United States has far exceeded the \"full employment level\" estimated by most market participants.</p><p>Without considering changing the 2% inflation target, the Fed's anti-inflation focus on goods, housing and services, and the effect of inflation tightening may not be fully reflected</p><p>In response to questions from lawmakers, Powell said that maintaining the credibility of the Fed's inflation rate target of 2% will directly stabilize market expectations for the economic outlook. Therefore, it is indeed very important to stick to the 2% goal. It will not consider changing the Fed's 2% inflation control target.</p><p>The Fed's future policymaking actions will largely depend on movements in three important inflation areas: goods, housing and the broader services sector.</p><p>On the commodities front, the Fed needs to continue the decline in inflation that has begun. On the housing front, the Fed needs time to pass on the impact of the tightening, and the lagging data will soon be reflected in the new leases being signed at lower prices. In the services sector, \"we will look very carefully\".</p><p>Powell also noted that the Fed's efforts to date may not have been fully reflected.</p><p>Last year, our rate hike was very fast, and we know that the effect of monetary tightening policy has been delayed; It takes a while to see the full effect. Powell said the Fed has the tools to gradually achieve its 2% inflation target, while warning that monetary policy tools do have limitations and that this round of inflation is different from the past. \"We have a lot of unusual elements and I don't think anyone has the confidence to know how this is going to play out.\"</p><p>Failure to raise the debt ceiling could cause long-term harm. Cryptocurrencies need to be regulated in the same way as traditional financial assets</p><p>At the hearing, Powell clearly told lawmakers that in order to prevent \"very adverse\" harm to the global economy, Congress must increase the legal borrowing limit of the U.S. federal government.</p><p>We do not seek to play a role in these policy issues. But at the end of the day, there's only one solution to this problem, and that's Congress. Congress really needs to raise the cap … If it doesn't, I think the consequences are hard to estimate, but they can be very adverse and can cause long-term harm. Powell believes that fiscal policy is not yet an important factor causing high inflation.</p><p>Regarding the banking industry, Powell mentioned that the Federal Reserve promised to amend the Community Reinvestment Act. We are wholeheartedly committed to adjusting the capital adequacy ratio rule to ensure that it continues to be tough and effective. Big U.S. banks don't have much exposure to commercial real estate lending.</p><p>Regarding cryptocurrencies, Powell said the Fed will ensure that the banking industry remains cautious enough in the face of cryptocurrency business. The United States needs to formulate a legal and regulatory framework around digital activities. He supports regulation of the cryptocurrency market.</p><p>It's'same activity, same regulation '. When people deal with something that looks like a money market fund, they assume, it has the same regulation as money market funds or bank deposits.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683522\">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/d92849ddf94d54bf9e6af60671fe1ef1","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3683522","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169400394","content_text":"国会听证会首日，鲍威尔称，若整体数据暗示有必要加快紧缩，联储将准备加快加息步伐；历史纪录警告不可过早放松政策，联储将坚持到底；通胀还远高于目标2%，不考虑改变此目标；通胀压力高于上次会议预期，关键通胀指标核心服务通胀几无放缓迹象；联储抗通胀侧重商品、住房和服务通胀，紧缩效果可能未充分体现；不提高债务上限可能造成长期伤害；对加密货币要进行和传统金融资产同样的监管。美东时间3月7日周二，美联储主席鲍威尔在美国参议院银行委员会的听证会上作证，警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步，最终利率可能超过联储之前预期水平。本次听证会的主题是，美联储上周五公布的半年度货币政策报告。鲍威尔在事先准备的演讲稿中重申，降低通胀的道路可能坎坷，认为超预期强劲的经济数据意味着，终端利率可能比联储此前预计的高。他说：近几个月，通胀一直在放缓，但通胀率回落至2%的过程还有很长的路要走，而且（道路）可能是坎坷的。正如我所提到的，最近的经济数据强于预期，这表明，最终的利率水平可能会高于之前的预期。如果整体数据暗示有必要加快（货币）紧缩，我们将准备加快加息步伐。恢复价格稳定可能需要我们一段时间内保持限制性的货币政策立场。紧接着上面这段话，鲍威尔表示，美联储的最高侧重点是，运用联储的工具让通胀率回到联储目标2%，并让长期通胀预期始终很好地锚定。他说：历史纪录对过早放松政策发出了严重的警告。我们将坚持到底，直到大功告成。本周三，鲍威尔还将在众议院金融服务委员会作证。这是他在本月21日到22日美联储下次议息会议前就利率政策的最后两次公开表态，也是他能影响市场对联储政策预期的最后两次机会。本周二鲍威尔称，本月美联储会后将发布的最新点阵图中，利率峰值的预期可能将高于去年12月上次更新的点阵图利率预期。他说，很难估算当前的“中性利率水平”究竟是多少。市场反应：美债收益率拉升、美元加速上涨、美股跌幅扩大、预计3月加息50基点几率猛增听证会开始前，本周二稍早，有“新美联储通讯社”之称的记者Nick Timiraos就发文称，鲍威尔在发表证词时也许会警告，今年强劲的经济活动可能导致美联储加息的幅度超过他们的预期，以此对抗高通胀。鲍威尔有关利率高于预期的言论不算意外，但他同时还坦言准备需要时就加快加息，双重鹰派表态无疑给了市场当头一棒。鲍威尔本周二开始讲话后，美国国债收益率在美股早盘直线拉升；美元指数加速上行，重上105.00；美股指跌幅迅速扩大。鲍威尔听证会结束后，三大美股指午盘跌幅进一步扩大，都超过1%，美元指数盘中涨幅扩大到1%以上，午盘涨破105.60，刷新1月6日所创的去年12月7日以来盘中高位。基准10年期美债收益率从鲍威尔讲话前的3.95%左右一度重上4.0%，刷新日高，听证会结束后一度降至3.95%下方。对利率更敏感的2年期美债收益率在鲍威尔讲话前处于4.88%下方，讲话期间逼近5.0%，刷新截至上周四连续五日所创的2007年7月以来高位，听证会结束后，美股午盘时段，自2007年7月以来首次升破5.0%。到美股收盘后，芝商所（CME）的“美联储观察工具”显示，美国联邦基金利率期货交易市场预计，3月美联储加息50个基点的几率从一天前的略超过31%升至70%以上，加息25个基点的几率从一天前的接近69%降至不足30%。通胀还远高于目标 通胀压力高于上次会议预期 核心服务通胀几无放缓迹象最近公布的美国数据显示，通胀下行有减退势头：1月CPI同比增长放缓程度不及预期，1月PCE物价指数同比加速增长，未能延续12月的增长放缓。而且，经济和就业数据还继续超预期增长：1月新增非农就业人口51.7万，约为市场预期的2.8倍，失业率降至3.4%的五十三年最低水平；单周首次申请失业救济人数连续七周低于20万，和疫情前水平相当。在评论当前经济形势和前景时，鲍威尔指出，自去年年中他上次在众议院作证以来，美国的通胀增长已经一定程度上缓和，但通胀率还远高于联储的长期目标2%。因为供应链瓶颈缓和，货币紧缩限制了需求，核心商品部门的通胀已经下降。然而，一项关键的通胀指标——住房以外的核心服务通胀几乎没有放缓的迹象。到目前为止，在占核心消费者支出一半以上的剔除住房后核心服务领域，几乎没有出现通胀降低的迹象。为了恢复价格稳定，我们需要看到该部门的通胀率下降，并且劳动力市场状况很可能有所缓和。鲍威尔表示，有关招聘、支出、工厂生产和通胀的数据部分扭转了几周前出现的疲软趋势。部分上涨可能反映了1月天气异常温暖的影响，这可能会干扰对经济数据的季节性调整。尽管如此，逆转的幅度以及对上一季度的修正表明，通胀压力高于我们上次 （货币政策）会议时的预期。鲍威尔提到，尽管经济增长放缓，劳动力市场供应仍非常紧张，并列举了1月非农就业报告中的失业率、12月末接近去年3月所创历史高位的空缺职位数，称1月就业增长仍非常强劲，同时劳动力供应的增长继续滞后。对于就业市场，鲍威尔还提到，劳动力供给与需求的错配很明显。美联储需要付出努力，使就业市场的供给与需要变得更加匹配。当前美国就业率已经远超过了多数市场人士对“充分就业水平”的预估。不考虑改变2%的通胀目标 联储抗通胀侧重商品、住房和服务通胀 紧缩效果可能未充分体现在回答议员提问时，鲍威尔表示，维持2%这一美联储通胀率目标的可信度，将能直接稳定住市场对经济前景的预期。所以，坚守2%的目标的确是非常重要的。不会考虑去变更美联储的2%通胀率控制目标。美联储未来的政策制定行动将在很大程度上取决于三个重要的通胀领域变动：商品、住房和更广泛的服务部门。在商品方面，联储需要让已经开始的通胀下降继续下去。在住房方面，联储需要时间传递紧缩的影响，滞后的数据将很快反映在正签署的、价格较低的新租约上。在服务业，“我们将非常仔细地观察”。鲍威尔还指出，美联储迄今为止的努力可能尚未得到充分体现。去年我们加息非常快，我们知道货币紧缩政策的效果有所延迟；需要一段时间才能看到全部效果。鲍威尔称，美联储拥有工具逐步实现2%的通胀率目标，同时警告，货币政策工具确实有局限性，而且这轮通胀与过去不同。“我们有很多不寻常的因素，我认为没有人有信心知道这将如何发展。”不提高债务上限可能造成长期伤害 对加密货币要进行和传统金融资产同样的监管听证会上，鲍威尔明确告诉议员，为了防止对全球经济造成“非常不利”的伤害，国会必须提高美国联邦政府的法定借款限额。我们不寻求在这些政策问题上发挥作用。但归根结底，只有一个解决方案可以解决这个问题，那就是国会。国会真的需要提高上限……如果不提高，我认为后果很难估计，但它们可能非常不利，并可能造成长期伤害。鲍威尔认为，财政政策目前还不是造成高通胀的重要因素。对于银行业，鲍威尔提到，美联储承诺将修订社区再投资法案。正全心致力于调整资本充足率规则，以确保该规则继续坚韧有效。美国大银行在商业地产贷款领域并没有太大的风险敞口。对于加密货币，鲍威尔表示，美联储将确保银行业在面对加密货币业务时保持足够谨慎。美国需要围绕数字化活动去制定法律监管框架。他支持对加密货币市场进行监管。这是‘同样的活动，同样的监管’。 当人们处理看起来像货币市场基金的东西时，他们会假设，它与货币市场基金或银行存款具有相同的监管。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940796024,"gmtCreate":1678160986669,"gmtModify":1678160990445,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940796024","repostId":"1195539632","repostType":4,"repost":{"id":"1195539632","kind":"news","pubTimestamp":1678155016,"share":"https://ttm.financial/m/news/1195539632?lang=en_US&edition=fundamental","pubTime":"2023-03-07 10:10","market":"hk","language":"zh","title":"Byte Game \"Post-Disaster Reconstruction\": Shrink Ambition and Keep Tinder","url":"https://stock-news.laohu8.com/highlight/detail?id=1195539632","media":"雪豹财经社","summary":"被外界认为“算法算不出人性”的字节并没有放弃重度游戏。","content":"<p><html><head></head><body>Text/Jiang Intermediary</p><p>ByteDance's game dream has stubbornly retained a kindling on top of the \"ruins\" of abolishing projects, dissolving studios and large-scale layoffs in the second half of 2022.</p><p>On February 23rd, Tencent launched the doomsday survival strategy mobile game \"Dawn Awakening: Vitality\" in the mainland. On the same day, Byte's similar game \"Planet: Restart\" was launched in Hong Kong, Macao and Taiwan, and it was played from a distance. This is the third self-developed product officially launched by Byte on the market, and it is also its largest self-developed game to date.</p><p>Byte, which is considered by the outside world that \"algorithms cannot calculate human nature\", has not given up heavy games. While its personnel are shrinking on a large scale and retreating from the frontal battlefield, it is also completing \"post-disaster reconstruction\" in its own way.</p><p><b>Focus shifts overseas</b></p><p>After the abolition storm in mid-2022, Byte's self-developed game business basically abandoned the mainland market and turned overseas.</p><p>The reason is simple. In the past five years, the mainland game market structure has solidified. In addition to \"Genshin Impact\" as a new force, it is still dominated by classic IPs such as \"Honor of Kings\", \"Peace Elite\" and \"Onmyoji\". It is not easy to break out of the encirclement in the shadow of giants.</p><p>\"Due to the limitation of version number, there is basically no room for trial and error in self-research in the mainland market. Byte is required to do heavy work and do big projects from the beginning.\" A person close to Byte's senior management told Snow Leopard Finance and Economics. An operating organization focusing on games going overseas also said, \"Overseas projects have more advantages than mainland projects in terms of development, polishing, rework and other costs.\"</p><p>In other words, if resources are focused overseas, Byte may still be able to \"do miracles vigorously.\"</p><p>Chaoxi Guangnian, a game business brand under Byte, had more than 3,000 people at its peak, and there are four major studios focusing on the research of medium and heavy games.</p><p>Among them, the predecessor of Shanghai 101 Studio is Shanghai Mokun, which was purchased by Byte from Sanqi Mutual Entertainment in March 2019. Its main task is to tackle self-research projects in the mainland market. Beijing Oasis Studio, Hangzhou Jiangnan Studio and Shanghai Wushuang Studio mainly focus on overseas projects. Planet: Restart is from Jiangnan Studio in Hangzhou.</p><p>From June to September 2022, Byte Games made significant adjustments to its self-developed business, and Shanghai 101 Studio became the hardest hit area of the layoffs storm and was completely disbanded. The remaining three studios, which mainly focus on overseas projects, have also undergone small-scale business adjustments, but the layoff ratio is less than 20%.</p><p>In mid-December 2022, Byte merged its two business lines of domestic distribution and overseas distribution, and established a global distribution studio ONE Publishing Studio. ByteDance CEO Liang Rubo's request is to improve administrative efficiency.</p><p>People close to Byte's top management said that Byte just \"gave up self-research in the mainland market, and other self-research projects are still in operation\", and a complete system from research and development to distribution and operation is still there.</p><p>According to industry estimates, the overall valuation of Byte Games is about 20 billion to 40 billion yuan, which is lower than the peak period, but it is still in the second echelon among Chinese game companies.</p><p>To do a good job in overseas markets, Yan Shou, the person in charge of Chaoxi Guangnian, needs to think about the question: how to self-develop benchmark products under the framework of a medium-sized game company.</p><p>In March 2021, Byte officially announced the wholly-owned acquisition of Mutong Technology. The latter's \"Endless Showdown\" has become a national-level game in Indonesia, Singapore, the Philippines, Malaysia, Mongolia, Turkey and other markets, and has built a complete The e-sports ecosystem has been selected as the official event of the Southeast Asian Games for three consecutive years.</p><p>Although \"Honor of Kings\" has dominated the mainland market for many years, it still cannot be the king in the global Moba (multiplayer online tactical competitive game) track. This means that \"Endless Showdown\" still has the power to compete in the global market.</p><p>\"Strictly speaking,\" Endless Showdown \"is not a self-developed work by Byte, but the successful experience in some countries and regions will be a very valuable asset for Byte. At least it knows how to win.\" Zhuang Minghao, former vice president of Matrix Partners Venture Capital, told Snow Leopard Finance and Economics.</p><p><b>Shrinking ambition</b></p><p>The initial ambition of Byte Games was to replicate Tencent's success in the game field by virtue of its algorithm and traffic advantages.</p><p>Looking back at the development of Byte Games, we first undertook game promotion through Toutiao, Douyin and other channels, and realized its commercial value; Then try to exclusively represent lightweight products such as mini-games and casual games, so as to accumulate user portraits of active gamers. In other words, what Byte is good at is the promotion of game operations by algorithms and traffic.</p><p>But in the field of heavy games, Byte is an out-and-out novice. Byte, which believes in \"vigorous miracles\", chose capital to clear the way instead of building a team from scratch.</p><p>According to incomplete statistics from Snow Leopard Finance and Economics based on public information, from 2019 to 2022, Byte invested in at least 22 cases in the game field, involving 19 companies, with an investment amount of about 30 billion yuan. Among them, 8 were 100% equity mergers and acquisitions, and products and teams were directly incorporated into the byte system.</p><p>In February 2020, Yan Shu, who has a background in strategic investment, took office and was fully responsible for the byte game business. In April of the same year, Yan Shou released a micro-headline, saying that ByteDance's game business will continue to recruit more than 1,000 people in 2020, and self-developed games will be launched in the first half of the year at the earliest.</p><p>According to Byte insiders, Yan Shou personally led the team to search for high-quality teams and projects in the market at that time, giving priority to mature teams that have been established for more than 5 years and have the immediate combat power to quickly launch products. The self-research project is fully invested and benchmarked against the top level of the industry. In the early stage, it is classic IPs such as \"Honor of Kings\" and \"Onmyoji\", and in the later stage, it is innovative products such as \"Genshin Impact\" that break the pattern, all of which have invested more than 100 million yuan in the early stage. Explosion.</p><p>\"Byte needs a hit, and then work together to directly activate the entire chain.\" Zhuang Minghao told Snow Leopard Finance and Economics that Byte spared no effort to invest in games at that time, from traffic entrance to capital entry, from agency distribution to product research and development. It took a lot of money and several years to touch the upstream and downstream of the industrial chain, and the basic layout of the entire industrial chain has been formed.</p><p>But unfortunately, under the influence of the optimism brought about by the \"stay-at-home economy\" during the epidemic, Tencent used up its horsepower almost at the same time.</p><p>In 2020, Tencent invested 33 times in the game field, and invested in 14 domestic game companies in a row in the last two months of the year. In the first half of 2021, the number of investments soared to 47, with an average of once every 4 days.</p><p>During that time, every time Tencent's strategic investment team encountered some high-quality projects, it would negotiate with two contracts, one was a shareholding plan and the other was an agency agreement. If you can't buy it, you must form a strategic cooperation to guarantee the bottom. When there is no absolute difference in price, investment objects often choose to hand over the team to Tencent instead of Byte, which is in the growth stage.</p><p>Coupled with the limited number of projects that meet the requirements in the market, Byte has to pay a high premium to complete the transaction. Mutong Technology, which has grown into one of the most combat teams under Byte, was brought into its command by Byte at a price of more than US $4 billion, while the general market quotation at that time was US $2 billion to US $3 billion.</p><p>However, after completing the layout of the entire game industry chain through a series of capital operations, Byte did not successfully change from a layman to an insider.</p><p>After failing to burn a super hit for tens of billions, Byte had to temporarily give up its ambition of \"becoming the next Tencent\" and retreat from the domestic Red Sea market to a relatively safe area.</p><p><b>Reserve kindling</b></p><p>Giving up self-research does not mean that Byte Games has completely disappeared from the domestic market, but its position has changed to behind the scenes.</p><p>After the Shanghai 101 Studio was abolished, Byte handed over all the core project personnel of the 3D card mobile game \"All-Star Fight\" to its partner China Mobile Games. In November last year, this game was officially launched, and its turnover exceeded 50 million yuan in the first week.</p><p><img src=\"https://static.tigerbbs.com/47c5c4ca937c00c8e5f4fcc7f2609103\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>\"All-Star Fighting\" \"Return\" China Mobile Games Source: China Mobile Games official website</p><p>This game, which has been developed for several years, was once an important project that Byte had high hopes for.</p><p>Shanghai Mokun is the developer of \"All-Star Fight\" and the predecessor of Byte Shanghai 101 Studio. China Mobile Games is the publisher of this game, and holds about 20% of the shares of Shanghai Mokun through its holding company, which is equivalent to the integration of research and operation.</p><p>In March 2019, Byte acquired Shanghai Mokun and signed a contract with China Mobile Games for two IPs including \"All-Star Fight\", and \"All-Star Fight\" was branded as Byte.</p><p>\"As a new team, Byte Games needs to produce masterpieces and use its achievements to prove its value to the top management and the outside world.\" A person close to the top management of Byte Games told Snow Leopard Finance and Economics. However, since getting the version number in May 2019, the research and development of \"All-Star Fighting\" has lasted for 3 years, and it has been overturned many times, but it has never been launched.</p><p>Starting from the beginning of 2022, Byte has begun to \"slim down\" its game business, successively shut down some self-developed projects that are difficult to launch in the short term, and transferred personnel to other project teams. Snow Leopard Finance and Economics learned from multiple channels that during the abolition storm in the middle of last year, Byte mostly adopted a similar approach to \"All-Star Fight\" for other projects that have been launched or are about to be launched.</p><p>\"Byte's response is to divest the products and teams that have been incorporated into the system, and then maintain close relationships through distribution, intermodal transportation, etc., which can reduce business operating risks during the economic downturn.\" A middle-level manager of a small game company told Snow Leopard Finance and Economics.</p><p>This means that after the failure of a large-scale attempt to conquer cities and territories, Byte Games is not without revenue, and can also get a certain share as the publisher after the game is launched. The above-mentioned person said that Byte's move is not only to reduce its own burden, but also a kind of \"fulfillment\" for its partners.</p><p>Not only that, Byte, which gave up the frontal battlefield, left a kindling for itself in this way and retained the power of \"counterattack\". \"In the labor market, large factories are very attractive to employees at the executive level. As long as the backbone of the project is still there, they can quickly form an army.\" A headhunter told Snow Leopard Finance and Economics.</p><p>\"Byte has withdrawn, but it doesn't seem to have withdrawn.\" Zhuang Minghao commented on Byte's adjustment in the game business.</p><p>Revitalize existing resources and maintain the size of medium-sized game companies-only by solving the current issue can Byte Games be qualified to talk about \"long-term patience\".</p><p></body></html></p>","source":"lsy1634697401643","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>Byte Game \"Post-Disaster Reconstruction\": Shrink Ambition and Keep Tinder</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\">\nByte Game \"Post-Disaster Reconstruction\": Shrink Ambition and Keep Tinder\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">雪豹财经社</strong><span class=\"h-time small\">2023-03-07 10:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Text/Jiang Intermediary</p><p>ByteDance's game dream has stubbornly retained a kindling on top of the \"ruins\" of abolishing projects, dissolving studios and large-scale layoffs in the second half of 2022.</p><p>On February 23rd, Tencent launched the doomsday survival strategy mobile game \"Dawn Awakening: Vitality\" in the mainland. On the same day, Byte's similar game \"Planet: Restart\" was launched in Hong Kong, Macao and Taiwan, and it was played from a distance. This is the third self-developed product officially launched by Byte on the market, and it is also its largest self-developed game to date.</p><p>Byte, which is considered by the outside world that \"algorithms cannot calculate human nature\", has not given up heavy games. While its personnel are shrinking on a large scale and retreating from the frontal battlefield, it is also completing \"post-disaster reconstruction\" in its own way.</p><p><b>Focus shifts overseas</b></p><p>After the abolition storm in mid-2022, Byte's self-developed game business basically abandoned the mainland market and turned overseas.</p><p>The reason is simple. In the past five years, the mainland game market structure has solidified. In addition to \"Genshin Impact\" as a new force, it is still dominated by classic IPs such as \"Honor of Kings\", \"Peace Elite\" and \"Onmyoji\". It is not easy to break out of the encirclement in the shadow of giants.</p><p>\"Due to the limitation of version number, there is basically no room for trial and error in self-research in the mainland market. Byte is required to do heavy work and do big projects from the beginning.\" A person close to Byte's senior management told Snow Leopard Finance and Economics. An operating organization focusing on games going overseas also said, \"Overseas projects have more advantages than mainland projects in terms of development, polishing, rework and other costs.\"</p><p>In other words, if resources are focused overseas, Byte may still be able to \"do miracles vigorously.\"</p><p>Chaoxi Guangnian, a game business brand under Byte, had more than 3,000 people at its peak, and there are four major studios focusing on the research of medium and heavy games.</p><p>Among them, the predecessor of Shanghai 101 Studio is Shanghai Mokun, which was purchased by Byte from Sanqi Mutual Entertainment in March 2019. Its main task is to tackle self-research projects in the mainland market. Beijing Oasis Studio, Hangzhou Jiangnan Studio and Shanghai Wushuang Studio mainly focus on overseas projects. Planet: Restart is from Jiangnan Studio in Hangzhou.</p><p>From June to September 2022, Byte Games made significant adjustments to its self-developed business, and Shanghai 101 Studio became the hardest hit area of the layoffs storm and was completely disbanded. The remaining three studios, which mainly focus on overseas projects, have also undergone small-scale business adjustments, but the layoff ratio is less than 20%.</p><p>In mid-December 2022, Byte merged its two business lines of domestic distribution and overseas distribution, and established a global distribution studio ONE Publishing Studio. ByteDance CEO Liang Rubo's request is to improve administrative efficiency.</p><p>People close to Byte's top management said that Byte just \"gave up self-research in the mainland market, and other self-research projects are still in operation\", and a complete system from research and development to distribution and operation is still there.</p><p>According to industry estimates, the overall valuation of Byte Games is about 20 billion to 40 billion yuan, which is lower than the peak period, but it is still in the second echelon among Chinese game companies.</p><p>To do a good job in overseas markets, Yan Shou, the person in charge of Chaoxi Guangnian, needs to think about the question: how to self-develop benchmark products under the framework of a medium-sized game company.</p><p>In March 2021, Byte officially announced the wholly-owned acquisition of Mutong Technology. The latter's \"Endless Showdown\" has become a national-level game in Indonesia, Singapore, the Philippines, Malaysia, Mongolia, Turkey and other markets, and has built a complete The e-sports ecosystem has been selected as the official event of the Southeast Asian Games for three consecutive years.</p><p>Although \"Honor of Kings\" has dominated the mainland market for many years, it still cannot be the king in the global Moba (multiplayer online tactical competitive game) track. This means that \"Endless Showdown\" still has the power to compete in the global market.</p><p>\"Strictly speaking,\" Endless Showdown \"is not a self-developed work by Byte, but the successful experience in some countries and regions will be a very valuable asset for Byte. At least it knows how to win.\" Zhuang Minghao, former vice president of Matrix Partners Venture Capital, told Snow Leopard Finance and Economics.</p><p><b>Shrinking ambition</b></p><p>The initial ambition of Byte Games was to replicate Tencent's success in the game field by virtue of its algorithm and traffic advantages.</p><p>Looking back at the development of Byte Games, we first undertook game promotion through Toutiao, Douyin and other channels, and realized its commercial value; Then try to exclusively represent lightweight products such as mini-games and casual games, so as to accumulate user portraits of active gamers. In other words, what Byte is good at is the promotion of game operations by algorithms and traffic.</p><p>But in the field of heavy games, Byte is an out-and-out novice. Byte, which believes in \"vigorous miracles\", chose capital to clear the way instead of building a team from scratch.</p><p>According to incomplete statistics from Snow Leopard Finance and Economics based on public information, from 2019 to 2022, Byte invested in at least 22 cases in the game field, involving 19 companies, with an investment amount of about 30 billion yuan. Among them, 8 were 100% equity mergers and acquisitions, and products and teams were directly incorporated into the byte system.</p><p>In February 2020, Yan Shu, who has a background in strategic investment, took office and was fully responsible for the byte game business. In April of the same year, Yan Shou released a micro-headline, saying that ByteDance's game business will continue to recruit more than 1,000 people in 2020, and self-developed games will be launched in the first half of the year at the earliest.</p><p>According to Byte insiders, Yan Shou personally led the team to search for high-quality teams and projects in the market at that time, giving priority to mature teams that have been established for more than 5 years and have the immediate combat power to quickly launch products. The self-research project is fully invested and benchmarked against the top level of the industry. In the early stage, it is classic IPs such as \"Honor of Kings\" and \"Onmyoji\", and in the later stage, it is innovative products such as \"Genshin Impact\" that break the pattern, all of which have invested more than 100 million yuan in the early stage. Explosion.</p><p>\"Byte needs a hit, and then work together to directly activate the entire chain.\" Zhuang Minghao told Snow Leopard Finance and Economics that Byte spared no effort to invest in games at that time, from traffic entrance to capital entry, from agency distribution to product research and development. It took a lot of money and several years to touch the upstream and downstream of the industrial chain, and the basic layout of the entire industrial chain has been formed.</p><p>But unfortunately, under the influence of the optimism brought about by the \"stay-at-home economy\" during the epidemic, Tencent used up its horsepower almost at the same time.</p><p>In 2020, Tencent invested 33 times in the game field, and invested in 14 domestic game companies in a row in the last two months of the year. In the first half of 2021, the number of investments soared to 47, with an average of once every 4 days.</p><p>During that time, every time Tencent's strategic investment team encountered some high-quality projects, it would negotiate with two contracts, one was a shareholding plan and the other was an agency agreement. If you can't buy it, you must form a strategic cooperation to guarantee the bottom. When there is no absolute difference in price, investment objects often choose to hand over the team to Tencent instead of Byte, which is in the growth stage.</p><p>Coupled with the limited number of projects that meet the requirements in the market, Byte has to pay a high premium to complete the transaction. Mutong Technology, which has grown into one of the most combat teams under Byte, was brought into its command by Byte at a price of more than US $4 billion, while the general market quotation at that time was US $2 billion to US $3 billion.</p><p>However, after completing the layout of the entire game industry chain through a series of capital operations, Byte did not successfully change from a layman to an insider.</p><p>After failing to burn a super hit for tens of billions, Byte had to temporarily give up its ambition of \"becoming the next Tencent\" and retreat from the domestic Red Sea market to a relatively safe area.</p><p><b>Reserve kindling</b></p><p>Giving up self-research does not mean that Byte Games has completely disappeared from the domestic market, but its position has changed to behind the scenes.</p><p>After the Shanghai 101 Studio was abolished, Byte handed over all the core project personnel of the 3D card mobile game \"All-Star Fight\" to its partner China Mobile Games. In November last year, this game was officially launched, and its turnover exceeded 50 million yuan in the first week.</p><p><img src=\"https://static.tigerbbs.com/47c5c4ca937c00c8e5f4fcc7f2609103\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>\"All-Star Fighting\" \"Return\" China Mobile Games Source: China Mobile Games official website</p><p>This game, which has been developed for several years, was once an important project that Byte had high hopes for.</p><p>Shanghai Mokun is the developer of \"All-Star Fight\" and the predecessor of Byte Shanghai 101 Studio. China Mobile Games is the publisher of this game, and holds about 20% of the shares of Shanghai Mokun through its holding company, which is equivalent to the integration of research and operation.</p><p>In March 2019, Byte acquired Shanghai Mokun and signed a contract with China Mobile Games for two IPs including \"All-Star Fight\", and \"All-Star Fight\" was branded as Byte.</p><p>\"As a new team, Byte Games needs to produce masterpieces and use its achievements to prove its value to the top management and the outside world.\" A person close to the top management of Byte Games told Snow Leopard Finance and Economics. However, since getting the version number in May 2019, the research and development of \"All-Star Fighting\" has lasted for 3 years, and it has been overturned many times, but it has never been launched.</p><p>Starting from the beginning of 2022, Byte has begun to \"slim down\" its game business, successively shut down some self-developed projects that are difficult to launch in the short term, and transferred personnel to other project teams. Snow Leopard Finance and Economics learned from multiple channels that during the abolition storm in the middle of last year, Byte mostly adopted a similar approach to \"All-Star Fight\" for other projects that have been launched or are about to be launched.</p><p>\"Byte's response is to divest the products and teams that have been incorporated into the system, and then maintain close relationships through distribution, intermodal transportation, etc., which can reduce business operating risks during the economic downturn.\" A middle-level manager of a small game company told Snow Leopard Finance and Economics.</p><p>This means that after the failure of a large-scale attempt to conquer cities and territories, Byte Games is not without revenue, and can also get a certain share as the publisher after the game is launched. The above-mentioned person said that Byte's move is not only to reduce its own burden, but also a kind of \"fulfillment\" for its partners.</p><p>Not only that, Byte, which gave up the frontal battlefield, left a kindling for itself in this way and retained the power of \"counterattack\". \"In the labor market, large factories are very attractive to employees at the executive level. As long as the backbone of the project is still there, they can quickly form an army.\" A headhunter told Snow Leopard Finance and Economics.</p><p>\"Byte has withdrawn, but it doesn't seem to have withdrawn.\" Zhuang Minghao commented on Byte's adjustment in the game business.</p><p>Revitalize existing resources and maintain the size of medium-sized game companies-only by solving the current issue can Byte Games be qualified to talk about \"long-term patience\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/csj/2023-03-07/doc-imyizaey3568455.shtml\">雪豹财经社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57922dcc5f7a43f1fddaf18d1a519025","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/csj/2023-03-07/doc-imyizaey3568455.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195539632","content_text":"文/姜中介字节跳动的游戏梦，在2022年下半年裁撤项目、解散工作室和大规模裁员的“废墟”之上，顽强地保留了一颗火种。2月23日，腾讯在内地上线末日生存策略手游《黎明觉醒：生机》。同一天，字节的同类型游戏《星球：重启》在港澳台地区上线，隔空打擂。这是字节正式推向市场的第三款自研产品，也是其旗下迄今为止最大体量的自研游戏。被外界认为“算法算不出人性”的字节并没有放弃重度游戏。在人员大规模缩水、从正面战场撤退的同时，它也在以自己的方式完成“灾后重建”。重心转向海外2022年年中的裁撤风波之后，字节的自研游戏业务基本放弃了内地市场，转而攻向海外。原因很简单。近5年来，内地游戏市场格局固化，除《原神》作为新生力量之外，依旧是《王者荣耀》《和平精英》《阴阳师》等经典IP的天下，在巨头阴影下杀出重围不是件容易的事。“由于版号的限制，内地市场的自研基本没有试错空间，一上来就要求字节干重活、做大项目。”一位接近字节高层的人士告诉雪豹财经社。一家专注游戏出海的运营机构也表示，“海外项目在开发、打磨、返工等成本上，都比内地项目更具优势。”换句话说，如果将资源聚焦到海外，字节或许还能够“大力出奇迹”。字节旗下的游戏业务品牌朝夕光年，巅峰时期有超3000人，以研究中重度游戏为重心的有四大工作室。其中，上海101工作室的前身是上海墨鹍，由字节于2019年3月从三七互娱手中购得，主要任务是攻坚内地市场的自研项目。北京绿洲工作室、杭州江南工作室和上海无双工作室则以海外项目为主。《星球：重启》正是出自杭州江南工作室。2022年6月至9月，字节游戏针对自研业务进行大幅调整，上海101工作室成为裁员风暴的重灾区，被彻底解散。其余3个以海外项目为主的工作室也进行了小范围的业务调整，但裁员比例不到20%。2022年12月中旬，字节针对国内发行和海外发行两条业务线进行了合并，并成立全球发行工作室ONE Publishing Studio。字节跳动CEO梁汝波的要求是务求提高行政效率。接近字节高层的人士称，字节只是“在内地市场放弃了自研，其他自研项目依旧在运转”，从研发到发行、运营的一整套体系也还在。据业内人士估算，字节游戏的整体估值约200亿~400亿元，比巅峰时期低一些，但在中国游戏公司中仍处于第二梯队。要做好海外市场，朝夕光年负责人严授需要思考的问题是：如何在中等体量的游戏公司框架下，自研出具备标杆意义的产品。2021年3月，字节官方宣布全资并购沐瞳科技，后者旗下的《无尽对决》在印尼、新加坡、菲律宾、马来西亚、蒙古国、土耳其等市场成为全民级的游戏，并搭建出了完善的电竞生态体系，已连续三届入选东南亚运动会正式比赛项目。虽然《王者荣耀》称霸内地市场多年，但在全球Moba（多人在线战术竞技游戏）这一赛道仍无法称王。这意味着，《无尽对决》在全球市场仍有一战之力。“在严格意义上，《无尽对决》并不是字节自研的作品，但在部分国家与地区取得成功的经验，将是字节非常宝贵的财富，至少知道了自己要怎么去赢。”前经纬创投副总裁庄明浩告诉雪豹财经社。野心缩水字节游戏最初的野心，是凭借算法和流量优势，来复刻腾讯在游戏领域的成功。回顾字节游戏的发展脉络，先是在今日头条、抖音等渠道承接游戏推广，意识到了其中的商业价值；进而尝试独家代理小游戏、休闲游戏等轻量产品，以此积累活跃游戏玩家的用户画像。换言之，字节擅长的是算法和流量对游戏运营的推动。但在重度游戏领域，字节是个不折不扣的新手。信奉“大力出奇迹”的字节选择了资本开道，而非从无到有地搭建班底。据雪豹财经社根据公开资料不完全统计，2019-2022年，字节在游戏领域至少投资22起，涉及19家公司，投资金额约300亿元。其中8起为100%的股权并购，把产品和团队直接纳入字节体系。2020年2月，有战投背景的严授走马上任，全面负责字节游戏业务。同年4月，严授发布微头条，称字节跳动游戏业务将在2020年继续招聘超1000人，自研游戏最快上半年上线。据字节内部人士透露，当时严授亲自带领团队在市场上搜寻优质团队和项目，优先考虑成立5年以上的成熟团队，有可以快速推出产品的即战力。自研项目倾尽全力投入，对标行业顶尖水准，前期是《王者荣耀》《阴阳师》等经典IP，后期是《原神》这类打破格局的创新类产品，都是前期投入过亿级别的爆款。“字节需要一个爆款，然后一把齐活，直接激活整个链条。”庄明浩告诉雪豹财经社，字节当时不遗余力地投入做游戏，从流量入口到资本入局，从代理发行到产品研发，花重金和数年时间将产业链上下游摸了个遍，已经形成了全产业链布局的基本盘。但不凑巧的是，在疫情期间“宅经济”带来的乐观情绪影响下，腾讯几乎在同一时刻卯足了马力。2020年，腾讯在游戏领域投资33起，年末最后两个月连续投了14家国内游戏公司。2021年上半年，投资数量飙升至47起，平均下来每4天出手一次。那段时间，腾讯的战投团队每遇到一些优质项目，都会带着两份合同去洽谈，一份是入股方案，另一份是代理协议。如果买不下来，保底也要形成战略合作。在价格没有绝对差别的情况下，投资对象往往选择把团队交给腾讯，而非处于成长期的字节。再加上市场上符合要求的项目本就有限，字节不得不拿出高溢价才能成交。已成长为字节旗下最具战斗力团队之一的沐瞳科技，字节是以超过40亿美元的价格才将其纳入麾下，而当时的市场普遍报价是20亿~30亿美元。但是，通过一系列的资本运作完成游戏全产业链布局后，字节并没有成功地从外行人变成局内人。几百亿都没能烧出一个超级爆款之后，字节不得不暂时放弃“成为下一个腾讯”的野心，从国内的红海市场撤退到相对安全的地带。保留火种放弃自研，并不意味着字节游戏的身影彻底消失在国内市场，只是它的位置换到了幕后。上海101工作室被裁撤后，字节将3D卡牌手游《全明星激斗》的核心项目人员全部移交给了合作伙伴中手游。去年11月，这款游戏正式上线，首周流水突破5000万元。《全明星激斗》“回归”中手游  来源：中手游官网这款历经数年研发的游戏，曾是字节寄予厚望的重要项目。上海墨鹍是《全明星激斗》的研发方，也是字节上海101工作室的前身。中手游是这款游戏的发行方，并通过控股公司持有上海墨鹍约20%的股份，相当于研运一体。2019年3月，字节收购上海墨鹍，并与中手游签约包括《全明星激斗》在内的两款IP，《全明星激斗》就此被打上了字节的烙印。“作为一个新团队，字节游戏需要拿出代表作，用成绩向高层和外界证明价值。”一位接近字节游戏高层的人士向雪豹财经社表示。但自从2019年5月拿到版号以来，《全明星激斗》的研发历时3年，多次推翻重来，始终未能上线。从2022年初开始，字节开始着手游戏业务的“瘦身”，陆续关停了一些短期内难以上线的自研项目，将人员转移至其他项目团队。雪豹财经社从多个渠道获悉，在去年年中的那场裁撤风波中，针对其他已上线或临近上线的项目，字节大多采取了与《全明星激斗》类似的处理方式。“字节的应对方式，是将已经纳入体系的产品和团队进行剥离，再通过发行、联运等方式保持紧密关系，这样可以在经济下行期降低业务的经营风险。”一位小型游戏公司的中层管理者对雪豹财经社表示。这意味着，大举攻城略地的尝试失败后，字节游戏并非颗粒无收，还可以在游戏上线后以发行方的身份获得一定分成。上述人士称，字节此举不仅是给自身减负，也是对合作伙伴的一种“成全”。不仅如此，放弃正面战场的字节通过这种方式，为自己留下了一颗火种，保留了“反攻”之力。“在人力市场上，大厂对执行层面的员工有很强的吸引力，只要项目骨干还在，就可以快速成军。”一位猎头告诉雪豹财经社。“字节撤了，但也好像没撤。”庄明浩如是评价字节在游戏业务上的调整。盘活现有资源、守住中等游戏公司的体量——只有解决好眼下这个课题，字节游戏才有资格谈“长期有耐心”。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940583955,"gmtCreate":1678033564478,"gmtModify":1678033568174,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940583955","repostId":"2317152105","repostType":4,"isVote":1,"tweetType":1,"viewCount":2612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940583081,"gmtCreate":1678033537043,"gmtModify":1678033540650,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940583081","repostId":"2317151532","repostType":4,"repost":{"id":"2317151532","kind":"highlight","pubTimestamp":1678005276,"share":"https://ttm.financial/m/news/2317151532?lang=en_US&edition=fundamental","pubTime":"2023-03-05 16:34","market":"us","language":"zh","title":"Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=2317151532","media":"华尔街见闻","summary":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还","content":"<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automotive markets in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automotive market gradually rises, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. They have also improved the battery capacity through technological improvements, thus extending the original cruising range. They have been very popular among car companies in recent years.</p><p>Research by consulting firm Adamas Intelligence shows that lithium iron phosphate battery technology accounted for about half of the battery capacity sold for electric vehicles in China last year; In the United States, this proportion is only 9%, and even zero the previous year. But that trend is about to change-there are signs that the battery technology, which is popular in China, is entering the electric vehicle markets in the United States and Japan, and seizing the market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after the new $1.6 billion plant goes online next year; By 2027, the company plans to supply enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery production capacity in the United States, the consulting firm expects that,<b>All major automakers will tend to use the battery on entry-level EVs; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that judging from the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>U.S. battery start-up Kore Power also predicts that the demand for lithium iron phosphate batteries in the United States will continue to grow. The plant the company plans to open in Arizona by the end of 2024 will have two assembly lines, one for one of the mainstream lithium-ion batteries-nickel-manganese-cobalt (NMC), and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Etc. are also promoting the use of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the same time, Ford Motor announced that the two parties will cooperate in building a new power battery factory in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to US $3.5 billion in the new factory. CATL will provide technical and service support for its production and license patented battery technologies; Ford engineers will be responsible for the integration of batteries and vehicles, and some equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate battery enters Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture, Japan launched a plan to build Japan's largest battery factory, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts) and can store 450,000 The electricity consumption of 50,000 households in a day.</p><p>Leading the project is PowerX, a renewable energy start-up established in 2021 (located in Minato-ku, Tokyo). As the driving force, PowerX has set its sights on lithium iron phosphate batteries, instead of the current mainstream product of fixed batteries-ternary lithium batteries using cobalt or nickel. The company will use fixed lithium iron phosphate batteries mass-produced in the new factory and strive to build 7,000 pure electric vehicle charging equipment in Japan by 2030.</p><p><h2>Chinese companies accelerate expansion</h2>Data shows that Chinese companies have an overwhelming advantage in the field of automotive batteries as the main battlefield.</p><p>Data from the South Korean SNE survey show that in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>, the top two places are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the expansion speed of the electric vehicle market. After 2010, China issued subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location selection of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's Contemporary Amperex Technology Co., Limited, the world's largest vehicle battery company, is also leading the way.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that the company's battery can make pure electric vehicles last more than 700 kilometers on a single charge. CATL will launch the \"M3P\" battery improved from lithium iron phosphate battery in 2023. The range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion batteries, which are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the United States because they had worse endurance than batteries like NMC, but could be recharged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said endurance is seen as too important for U.S. drivers to sacrifice it for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would recommend you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As electric vehicle sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>In the past three years, the price of nickel has more than doubled; When the Russia-Ukraine conflict broke out a year ago, nickel prices also soared. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are very poor. Between 2020 and 2022, cobalt prices also rose sharply before falling back to levels they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>In addition, the adoption of public charging stations, driven by federal government subsidies, will accelerate, potentially reducing driver concerns about battery life. From a safety point of view, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk warning and disclaimer clause</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions or conclusions in this article are appropriate for their particular circumstances. Invest accordingly at your own responsibility.</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>Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars</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\">\nCapturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars\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\">2023-03-05 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automotive markets in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automotive market gradually rises, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. They have also improved the battery capacity through technological improvements, thus extending the original cruising range. They have been very popular among car companies in recent years.</p><p>Research by consulting firm Adamas Intelligence shows that lithium iron phosphate battery technology accounted for about half of the battery capacity sold for electric vehicles in China last year; In the United States, this proportion is only 9%, and even zero the previous year. But that trend is about to change-there are signs that the battery technology, which is popular in China, is entering the electric vehicle markets in the United States and Japan, and seizing the market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after the new $1.6 billion plant goes online next year; By 2027, the company plans to supply enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery production capacity in the United States, the consulting firm expects that,<b>All major automakers will tend to use the battery on entry-level EVs; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that judging from the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>U.S. battery start-up Kore Power also predicts that the demand for lithium iron phosphate batteries in the United States will continue to grow. The plant the company plans to open in Arizona by the end of 2024 will have two assembly lines, one for one of the mainstream lithium-ion batteries-nickel-manganese-cobalt (NMC), and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Etc. are also promoting the use of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the same time, Ford Motor announced that the two parties will cooperate in building a new power battery factory in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to US $3.5 billion in the new factory. CATL will provide technical and service support for its production and license patented battery technologies; Ford engineers will be responsible for the integration of batteries and vehicles, and some equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate battery enters Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture, Japan launched a plan to build Japan's largest battery factory, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts) and can store 450,000 The electricity consumption of 50,000 households in a day.</p><p>Leading the project is PowerX, a renewable energy start-up established in 2021 (located in Minato-ku, Tokyo). As the driving force, PowerX has set its sights on lithium iron phosphate batteries, instead of the current mainstream product of fixed batteries-ternary lithium batteries using cobalt or nickel. The company will use fixed lithium iron phosphate batteries mass-produced in the new factory and strive to build 7,000 pure electric vehicle charging equipment in Japan by 2030.</p><p><h2>Chinese companies accelerate expansion</h2>Data shows that Chinese companies have an overwhelming advantage in the field of automotive batteries as the main battlefield.</p><p>Data from the South Korean SNE survey show that in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>, the top two places are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the expansion speed of the electric vehicle market. After 2010, China issued subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location selection of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's Contemporary Amperex Technology Co., Limited, the world's largest vehicle battery company, is also leading the way.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that the company's battery can make pure electric vehicles last more than 700 kilometers on a single charge. CATL will launch the \"M3P\" battery improved from lithium iron phosphate battery in 2023. The range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion batteries, which are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the United States because they had worse endurance than batteries like NMC, but could be recharged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said endurance is seen as too important for U.S. drivers to sacrifice it for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would recommend you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As electric vehicle sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>In the past three years, the price of nickel has more than doubled; When the Russia-Ukraine conflict broke out a year ago, nickel prices also soared. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are very poor. Between 2020 and 2022, cobalt prices also rose sharply before falling back to levels they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>In addition, the adoption of public charging stations, driven by federal government subsidies, will accelerate, potentially reducing driver concerns about battery life. From a safety point of view, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk warning and disclaimer clause</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions or conclusions in this article are appropriate for their particular circumstances. Invest accordingly at your own responsibility.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683316\">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/71508db02e3f35325f3ef64850795280","relate_stocks":{"NCA":"纽文加州市政价值基金"},"source_url":"https://wallstreetcn.com/articles/3683316","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317151532","content_text":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还通过技术提升改进了电池容量，从而延长了原本的续航里程，近年来十分受车企的青睐。咨询公司 Adamas Intelligence 的研究显示，去年，磷酸铁锂电池技术占中国销售电动汽车电池容量的一半左右；而在美国这一比例仅为9%，在前一年甚至为零。但这一趋势即将发生变化——种种迹象显示，这项在中国风靡的电池技术正在进军美国和日本的电动汽车市场，并抢占传统锂电池的市场份额。美国掀起磷酸铁锂电池的“浪潮”近日，初创企业 Our Next Energy 宣布将开始在密歇根州生产磷酸铁锂电池。在明年16亿美元的新工厂投产后，该公司将继续进行扩张；到2027年，该公司计划为20万辆电动汽车提供足够的磷酸铁锂电池。据媒体报道，Adamas Intelligence 创始人 Ryan Castilloux 表示，磷酸铁锂电池无疑在电池行业掀起了第二次浪潮，而这一浪潮正开始向西方移动。Adamas Intelligence的数据和分析主管 Alla Kolesnikova 表示，虽然在美国已宣布的电池产能中，磷酸铁锂电池的比例不超过20%，但该咨询公司预计，所有主要汽车制造商都将倾向于在入门级电动汽车上使用该电池；在下一个十年的中期，美国磷酸铁锂电池的份额将提高至接近30%。据高盛预测，从2025年的纯电动汽车用电池份额来看，磷酸铁锂电池将达到36％，比2020年高出14个百分点。美国电池初创企业 Kore Power 也预计，美国对磷酸铁锂电池的需求将不断增长。该公司计划于2024年底在亚利桑那州开设的工厂将有两条装配线，一条用于主流锂离子电池之一——镍锰钴（NMC），另一条用于磷酸铁锂电池。美国汽车制造商特斯拉和福特汽车等也正在推进采用磷酸铁锂电池。上个月，宁德时代和福特汽车同时宣布，双方将在美国密歇根州新建动力电池工厂合作生产磷酸铁锂电池，新工厂投资高达35亿美元。宁德时代将为其生产提供技术与服务支持，就电池专利技术进行许可；福特工程师将会负责电芯与整车集成工作，部分设备来自中国。通用汽车的一位高管在2月份表示，该公司也正在探索使用磷酸铁锂电池来降低成本的可能性。磷酸铁锂电池进军日本车市据日媒报道，2月3日，日本冈山县启动了新建日本最大规模蓄电池工厂的计划，预定2024年投产，蓄电池年产能为5吉瓦时（1吉瓦为10亿瓦），可储存45万户家庭一天的用电量。主导该项目的是2021年成立的可再生能源初创企业 PowerX（位于东京都港区）。作为原动力，PowerX 将目光投向了磷酸铁锂电池，而不是目前固定型蓄电池的主流产品——使用钴或镍的三元锂电池。该公司将使用新工厂量产的固定型磷酸铁锂电池，力争2030年前在日本建设7000处纯电动汽车充电设备。中国企业加速扩张数据显示，在作为主战场的车载用电池领域，中国企业占据压倒性优势。韩国SNE调查的数据显示，在2022年1至11月车载电池使用量上，排在第一的是宁德时代，第二位是比亚迪，前两位都被中国企业占据。全球份额前十的企业中，中国企业有6家，总份额超过6成。与此同时，中国在电动汽车市场的扩张速度方面也领跑全球其他国家。2010年以后，中国向纯电动汽车等新能源汽车发放补贴，在电池工厂的选址等方面也提供优惠，电池产业加快扩大。在磷酸铁锂电池的技术革新方面，一马当先的也是全球最大的车载电池企业——中国的宁德时代。2022年7月，宁德时代首席科学家吴凯表示，该公司的电池充电一次可以使纯电动汽车续航700公里以上。宁德时代将于2023年推出由磷酸铁锂电池改进而来的“M3P”电池。续航距离可超过日产汽车的“Leaf”等主要纯电动汽车。为什么是磷酸铁锂电池？磷酸铁锂电池是锂离子电池的一种形式，是使用锂、铁、磷的“无钴”电池。美国目前销售的电动汽车电池主要是镍锰钴NMC或镍钴铝（NCA）这种主流锂离子电池。在此之前，磷酸铁锂电池在美国一直不太受欢迎，因为它的续航能力比NMC等电池更差，但在性能大幅下降之前可以充电更多次。Lux Research 首席电池分析师 Chloe Herrera 说，对于美国司机来说，续航能力被视为太重要了，不能为了价格而牺牲它：“在美国电池行业，如果你在四年前与任何人交谈，没有人会建议你在汽车上使用磷酸铁锂电池。”而推动美国对磷酸铁锂技术产生新兴趣的一个因素是，富镍电池的成本远高于磷酸铁锂电池技术。随着电动汽车销量的增长，镍和钴等稀有金属的成本也在上升。在过去三年里，镍的价格翻了一倍多；一年前俄乌冲突爆发时，镍价也大幅飙升。而另一边，世界上大部分的钴都是在刚果民主共和国开采的，那里工作条件十分恶劣。在2020年至2022年期间，钴价也大幅上涨，然后才回落至大约三年前的水平。作为典型的“无钴电池”，磷酸铁锂电池的优势可见一斑。随着专利到期，磷酸铁锂电池技术的价格在美国也变得更加低廉。此外，在联邦政府补贴的推动下，公共充电站的普及将会加速，可能会减少司机对电池续航能力的担忧。从安全性上来看，磷酸铁锂电池也比富镍电池更不容易着火。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"NCA":1}},"isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940625430,"gmtCreate":1677889563420,"gmtModify":1677889567416,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940625430","repostId":"1129548970","repostType":4,"repost":{"id":"1129548970","kind":"news","pubTimestamp":1677840638,"share":"https://ttm.financial/m/news/1129548970?lang=en_US&edition=fundamental","pubTime":"2023-03-03 18:50","market":"us","language":"zh","title":"Have all the \"bulls\" Musk bragged about in those years come true?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129548970","media":"三言Pro","summary":"北京时间3月2日凌晨5点28分，在特斯拉投资者日活动中，特斯拉公布了公司的最新进展，包括墨西哥新工厂、特斯拉未来目标年产量要达到2000万台；使用新的汽车制造工艺，使得成本降低一半等。在今年的投资者日","content":"<p><html><head></head><body>At 5:28 a.m. Beijing time on March 2, at<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>During the Investor Day event, Tesla announced the company's latest progress, including a new factory in Mexico and Tesla's future target annual output of 20 million units; Use new automobile manufacturing processes to reduce costs by half, etc.</p><p>During this year's investor day, Tesla did not release new cars, but only previewed two mysterious cars in the form of demonstration pictures. This may disappoint many Tesla fans, and Tesla's stock price also fell more than 5% after hours.</p><p>However, the highlight of the event was actually Musk's announcement of the third chapter of his \"grand plan\"-the sustainable energy civilization plan.</p><p>Could this be Musk's latest \"bull\"? And what \"cows\" did he brag about before? Which ones are implemented? Which ones didn't come true?</p><p>Today, Sanyan will take you to talk briefly about this topic.</p><p><b>Is \"grand plan\" \"bragging\"</b></p><p>Since Musk's \"grand plan\" is mentioned first, let's start with it.</p><p><b>In 2006, Musk proposed the first chapter of his grand plan, which planned to build a supercar, then develop a sedan that the public could afford, and then develop a cheaper sedan, while providing<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Electric Power Products.</b></p><p><img src=\"https://static.tigerbbs.com/fc32fd18277b9a2cb433a7ac3e6dbc49\" tg-width=\"1080\" tg-height=\"564\" referrerpolicy=\"no-referrer\"/></p><p>Roaster</p><p>Looking back now, the first chapter of Musk's grand plan is actually the highest degree of completion. Over the past ten years, Tesla has successively launched and released the Roadster small sports car, Model S, Model X, Model 3 and Model Y, covering all consumer classes.</p><p>In terms of solar power, Tesla acquired SolarCity, a photovoltaic power generation project company, in 2016, and later launched SolarRoof, a solar roof, which can provide clean energy for homes.</p><p>At present, the plans in the first chapter of Tesla's grand plan have basically been realized, and various businesses are developing in an orderly manner.</p><p><b>In 2016, Musk announced the second chapter of his grand plan: developing more efficient solar panels, opening up the electric vehicle market segment, promoting the development of autonomous driving technology and promoting car sharing.</b></p><p>Compared with the first chapter of the grand plan, the completion of the second chapter is relatively discounted. In terms of solar panels, Tesla has launched a variety of solar rooftop products.</p><p><img src=\"https://static.tigerbbs.com/b6a3fd329bf6a73e68438a747bb160f1\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Solar Roof</p><p>At the beginning of 2020, Tesla announced that it would take photovoltaics as its main business and implement solar rooftop layout internationally. In the same year, Tesla published recruitment information on the Chinese recruitment website. Currently, its domestic official website has introduced solar cell roof-related products.</p><p><img src=\"https://static.tigerbbs.com/2f8b47db5cd82af7a916beb1536df085\" tg-width=\"599\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Semi Electric Truck</p><p>In terms of the electric vehicle market segment, in recent years, Tesla has successively launched Cybertruck pickup trucks and Semi electric trucks. However, the former has not yet been mass-produced and commercialized, and Semi trucks have been pointed out by many car owners to have problems such as being divorced from actual usage scenarios and having many shortcomings.</p><p>In terms of autonomous driving technology, Tesla previously launched a fully autonomous driving beta kit FSD priced at $15,000. However, according to a document from the National Highway Traffic Safety Administration, Tesla's FSD Beta system may increase the risk of vehicle collisions. As a result, Tesla had to recall nearly 363,000 vehicles.</p><p>At present, Tesla has stopped selling the system across the United States.</p><p>There are few reports about its car sharing project.</p><p><b>On the premise that the second chapter has not been fully realized, the third chapter of Musk's grand plan looks more like \"bragging\" or even irrelevant.</b></p><p><b>The third chapter of the grand plan mentioned that at present, 80% of energy consumption comes from chemical fuels, but the energy efficiency of chemical fuels is very low, only about 30%. In addition, the large amount of dissipated heat energy generated by chemical fuels has not been effectively utilized. Therefore, electrification is the future development direction of mankind.</b></p><p>Specifically, it's adding renewable energy to existing power grids, producing more electric vehicles, installing heat pumps in homes and buildings, using high-temperature heat transfer and hydrogen for industry, and building sustainably fueled aircraft and ships.</p><p><img src=\"https://static.tigerbbs.com/3723080eae426d83f049963eb7637c3c\" tg-width=\"1080\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/></p><p>Musk said that to realize this vision, global energy storage capacity needs to be expanded to 240TWh, with a planned investment of US $10 trillion. At the same time, Tesla plans to increase annual production to 20 million vehicles in 2030.</p><p><b>How \"outrageous\" is the third chapter of the grand plan?</b></p><p>In May 2022, according to Benchmark Mineral intelligence data, the global lithium-ion battery production capacity can reach more than 6Twh in the next ten years; In December 2022, the Advanced Industry Research Institute predicted that the domestic lithium battery market shipments will exceed 1TWh in 2023.</p><p>In addition, according to media reports, Tesla's energy storage deployment will increase by 64% year-on-year in 2022 to 6.5 GWh, equivalent to 0.0065 TWh.</p><p>Therefore, it will take at least decades or even hundreds of years for Musk to achieve the goal of 240TWh.</p><p>In terms of production, there is still a long way to go to achieve the goal of annual production of 20 million vehicles by 2030.</p><p>Currently, Tesla's global factories have an annual production capacity of about 1.9 million vehicles. There are six factories in total, but only four of them produce cars. Then, even with an estimated annual output of 2 million vehicles, at least 40 factories are needed to reach a production capacity of 20 million vehicles. This does not consider the entire electric vehicle industry chain.</p><p>This year is 2023, and it is only seven years before 2030. What is the possibility that dozens of factories will be built and put into production within seven years?</p><p>Finally, the investment of $10 trillion is by no means a small amount. You know, the U.S. GDP in 2022 will be US $25.46 trillion, and the investment will be US $10 trillion, which will be difficult for even the richest companies to achieve soon.</p><p>Therefore, the third chapter of Musk's grand plan looks like \"bragging\".</p><p><b>The \"bull\" that Musk bragged about in those years</b></p><p>Looking at Musk's grand plan, it seems that the first two chapters have been realized to some extent. However, if we split the plans in the plan, many of them have not been fully realized.</p><p><b>1. Make a car for the mass market</b></p><p><img src=\"https://static.tigerbbs.com/eafe8f59b0392ba8c486235affcd5a76\" tg-width=\"1080\" tg-height=\"717\" referrerpolicy=\"no-referrer\"/></p><p>The US $35,000 (approximately RMB 226,000) Model 3 is a model that marks Tesla's move to popularity. But in fact, for a long time, the price of Model 3 was above US $40,000. If taxes and additional fees are included, it can reach US $50,000.</p><p><b>2. Roadster</b></p><p>Tesla Roadster is its earliest small sports car. According to the first chapter of the grand plan, the revenue from the sales of the car will be used to develop more popular follow-up models.</p><p>But in fact, the Roadster has been delayed after its launch, and production was once stopped due to the launch of the Model S. It was not until November 17, 2017 that Tesla officially released it, and it was officially delivered in 2020.</p><p><b>3. Completely driverless</b></p><p>In October 2016, Musk said that fully autonomous driving capabilities would be realized within two to three years. But until today, seven years have passed, and this function has been caught in great controversy due to many accidents, and there is still some time before it is fully realized.</p><p><b>4. Tesla Robotaxi Network</b></p><p>In October 2019, Musk said that by the end of 2020, more than 1 million Robotaxis will be on the road. By then, Tesla owners can make money by providing self-driving and on-demand driving services. However, this \"idea\" obviously didn't happen.</p><p><b>5. Next generation batteries</b></p><p>In September 2020, Musk introduced a 4680 lithium battery. He advertised that the battery was about the size of a beer can, reduced the cost by 56%, and had five times the energy of existing batteries.</p><p>At that time, Musk said that the company's laboratory in Silicon Valley was conducting small-batch trial production, which may be large-scale and mass-produced in the next year or two. But production timing is unknown.</p><p>At present, there is still no further news about the 4680 lithium battery.</p><p><b>6. Solar energy industry</b></p><p>After Tesla acquired SolarCity, it has always stated that it attaches great importance to the solar energy industry. In 2016, Tesla said it planned to produce 1 gigawatt-hour of solar panels per year.</p><p>But in 2020, Tesla submitted reports showing that only 205 megawatts of solar panels were delivered, a quarter of SolarCity's installed capacity in 2016.</p><p><b>7. There is a traffic jam in the underground tunnel without traffic jam</b></p><p>In order to solve the traffic jam problem, Musk's \"The Boring Comany\" proposed the use of underground tunnels for point-to-point driving, and promoted that the driving speed can reach 250km/h, which will \"completely solve the traffic jam problem.\"</p><p>However, in 2022, at the International Consumer Electronics Show held in Las Vegas, USA, many viewers chose to experience the LVCC Loop underground tunnel of Boring Company, only to find that this tunnel advertised as \"no traffic jam\" was actually stuck in traffic.</p><p><img src=\"https://static.tigerbbs.com/03fb06dc33584c26817e9535f6d912b4\" tg-width=\"1080\" tg-height=\"568\" referrerpolicy=\"no-referrer\"/></p><p>According to reports, at that time, many spectators had to queue up in the tunnel to wait for the vehicles ahead, which was even more intolerable than the traffic jam on the ground.</p><p>In addition, when the LVCC underground tunnel started operation in May 2021, the top speed was only 64km/h, far lower than the advertised 250km/h. Moreover, it is not autonomous driving, and drivers still need to provide services.</p><p>In fact, Musk's underground tunnel project seems to be a subway.</p><p><b>8. Send 80,000 immigrants to Mars</b></p><p>In 2012, Musk announced that it would take 15 to 20 years to send 80,000 people to immigrate to Mars. At present, there are only 4 years left until 2027. The environmental transformation of Mars has not yet started, and there is no manned spacecraft flying to Mars. I wonder whether Musk's plan to immigrate to Mars can be realized.</p><p><b>9. 42,000 Starlink satellites</b></p><p>Musk said in 2015 that the \"Starlink\" project will launch 42,000 satellites from 2019 to 2023. But as of 2022, there are only more than 3,000 satellites in orbit.</p><p><b>10. Send humans into space to fly around the moon</b></p><p>In 2017, Musk said that he would send two humans to space for a flight around the moon in 2018, but until today the plan has not happened.</p><p><b>11. Build a lunar base in 2025</b></p><p>In 2018, Musk responded to netizens' questions about the construction time of the lunar base, saying that the lunar base will be completed in 2025. But at present, the U.S. plan to land on the moon again has not yet been implemented.</p><p><b>12. Achieve the power landing of the \"Dragon Spacecraft\"</b></p><p>In 2015, Musk said that SpaceX's \"Dragon spacecraft\" would achieve a powered landing, but in 2017 he announced that he would abandon the plan.</p><p><b>13. Secondary rocket recovery</b></p><p>In 2016, Musk announced that he would complete the second-stage rocket recovery plan; It was announced that it was abandoned in November 2018.</p><p><b>14. Manned moon landing</b></p><p>In 2018, Musk boldly stated that the starship would be put into orbit in 2020, the cargo landing on the moon will be achieved in 2022, and the manned landing on the moon will be achieved in 2023.</p><p>Obviously, this is another painting pie.</p><p>Looking at Musk's \"bragging bulls\", some of them can indeed be achieved in a short period of time through hard work, but others are somewhat unconstrained imagination.</p><p>In this regard, some people think that Musk obtains financing by constantly \"drawing cakes\"; Some people admire Musk and believe that his \"bragging\" will come true sooner or later.</p><p></body></html></p>","source":"lsy1677840466995","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>Have all the \"bulls\" Musk bragged about in those years come true?</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\">\nHave all the \"bulls\" Musk bragged about in those years come true?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">三言Pro</strong><span class=\"h-time small\">2023-03-03 18:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>At 5:28 a.m. Beijing time on March 2, at<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>During the Investor Day event, Tesla announced the company's latest progress, including a new factory in Mexico and Tesla's future target annual output of 20 million units; Use new automobile manufacturing processes to reduce costs by half, etc.</p><p>During this year's investor day, Tesla did not release new cars, but only previewed two mysterious cars in the form of demonstration pictures. This may disappoint many Tesla fans, and Tesla's stock price also fell more than 5% after hours.</p><p>However, the highlight of the event was actually Musk's announcement of the third chapter of his \"grand plan\"-the sustainable energy civilization plan.</p><p>Could this be Musk's latest \"bull\"? And what \"cows\" did he brag about before? Which ones are implemented? Which ones didn't come true?</p><p>Today, Sanyan will take you to talk briefly about this topic.</p><p><b>Is \"grand plan\" \"bragging\"</b></p><p>Since Musk's \"grand plan\" is mentioned first, let's start with it.</p><p><b>In 2006, Musk proposed the first chapter of his grand plan, which planned to build a supercar, then develop a sedan that the public could afford, and then develop a cheaper sedan, while providing<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Electric Power Products.</b></p><p><img src=\"https://static.tigerbbs.com/fc32fd18277b9a2cb433a7ac3e6dbc49\" tg-width=\"1080\" tg-height=\"564\" referrerpolicy=\"no-referrer\"/></p><p>Roaster</p><p>Looking back now, the first chapter of Musk's grand plan is actually the highest degree of completion. Over the past ten years, Tesla has successively launched and released the Roadster small sports car, Model S, Model X, Model 3 and Model Y, covering all consumer classes.</p><p>In terms of solar power, Tesla acquired SolarCity, a photovoltaic power generation project company, in 2016, and later launched SolarRoof, a solar roof, which can provide clean energy for homes.</p><p>At present, the plans in the first chapter of Tesla's grand plan have basically been realized, and various businesses are developing in an orderly manner.</p><p><b>In 2016, Musk announced the second chapter of his grand plan: developing more efficient solar panels, opening up the electric vehicle market segment, promoting the development of autonomous driving technology and promoting car sharing.</b></p><p>Compared with the first chapter of the grand plan, the completion of the second chapter is relatively discounted. In terms of solar panels, Tesla has launched a variety of solar rooftop products.</p><p><img src=\"https://static.tigerbbs.com/b6a3fd329bf6a73e68438a747bb160f1\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Solar Roof</p><p>At the beginning of 2020, Tesla announced that it would take photovoltaics as its main business and implement solar rooftop layout internationally. In the same year, Tesla published recruitment information on the Chinese recruitment website. Currently, its domestic official website has introduced solar cell roof-related products.</p><p><img src=\"https://static.tigerbbs.com/2f8b47db5cd82af7a916beb1536df085\" tg-width=\"599\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Semi Electric Truck</p><p>In terms of the electric vehicle market segment, in recent years, Tesla has successively launched Cybertruck pickup trucks and Semi electric trucks. However, the former has not yet been mass-produced and commercialized, and Semi trucks have been pointed out by many car owners to have problems such as being divorced from actual usage scenarios and having many shortcomings.</p><p>In terms of autonomous driving technology, Tesla previously launched a fully autonomous driving beta kit FSD priced at $15,000. However, according to a document from the National Highway Traffic Safety Administration, Tesla's FSD Beta system may increase the risk of vehicle collisions. As a result, Tesla had to recall nearly 363,000 vehicles.</p><p>At present, Tesla has stopped selling the system across the United States.</p><p>There are few reports about its car sharing project.</p><p><b>On the premise that the second chapter has not been fully realized, the third chapter of Musk's grand plan looks more like \"bragging\" or even irrelevant.</b></p><p><b>The third chapter of the grand plan mentioned that at present, 80% of energy consumption comes from chemical fuels, but the energy efficiency of chemical fuels is very low, only about 30%. In addition, the large amount of dissipated heat energy generated by chemical fuels has not been effectively utilized. Therefore, electrification is the future development direction of mankind.</b></p><p>Specifically, it's adding renewable energy to existing power grids, producing more electric vehicles, installing heat pumps in homes and buildings, using high-temperature heat transfer and hydrogen for industry, and building sustainably fueled aircraft and ships.</p><p><img src=\"https://static.tigerbbs.com/3723080eae426d83f049963eb7637c3c\" tg-width=\"1080\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/></p><p>Musk said that to realize this vision, global energy storage capacity needs to be expanded to 240TWh, with a planned investment of US $10 trillion. At the same time, Tesla plans to increase annual production to 20 million vehicles in 2030.</p><p><b>How \"outrageous\" is the third chapter of the grand plan?</b></p><p>In May 2022, according to Benchmark Mineral intelligence data, the global lithium-ion battery production capacity can reach more than 6Twh in the next ten years; In December 2022, the Advanced Industry Research Institute predicted that the domestic lithium battery market shipments will exceed 1TWh in 2023.</p><p>In addition, according to media reports, Tesla's energy storage deployment will increase by 64% year-on-year in 2022 to 6.5 GWh, equivalent to 0.0065 TWh.</p><p>Therefore, it will take at least decades or even hundreds of years for Musk to achieve the goal of 240TWh.</p><p>In terms of production, there is still a long way to go to achieve the goal of annual production of 20 million vehicles by 2030.</p><p>Currently, Tesla's global factories have an annual production capacity of about 1.9 million vehicles. There are six factories in total, but only four of them produce cars. Then, even with an estimated annual output of 2 million vehicles, at least 40 factories are needed to reach a production capacity of 20 million vehicles. This does not consider the entire electric vehicle industry chain.</p><p>This year is 2023, and it is only seven years before 2030. What is the possibility that dozens of factories will be built and put into production within seven years?</p><p>Finally, the investment of $10 trillion is by no means a small amount. You know, the U.S. GDP in 2022 will be US $25.46 trillion, and the investment will be US $10 trillion, which will be difficult for even the richest companies to achieve soon.</p><p>Therefore, the third chapter of Musk's grand plan looks like \"bragging\".</p><p><b>The \"bull\" that Musk bragged about in those years</b></p><p>Looking at Musk's grand plan, it seems that the first two chapters have been realized to some extent. However, if we split the plans in the plan, many of them have not been fully realized.</p><p><b>1. Make a car for the mass market</b></p><p><img src=\"https://static.tigerbbs.com/eafe8f59b0392ba8c486235affcd5a76\" tg-width=\"1080\" tg-height=\"717\" referrerpolicy=\"no-referrer\"/></p><p>The US $35,000 (approximately RMB 226,000) Model 3 is a model that marks Tesla's move to popularity. But in fact, for a long time, the price of Model 3 was above US $40,000. If taxes and additional fees are included, it can reach US $50,000.</p><p><b>2. Roadster</b></p><p>Tesla Roadster is its earliest small sports car. According to the first chapter of the grand plan, the revenue from the sales of the car will be used to develop more popular follow-up models.</p><p>But in fact, the Roadster has been delayed after its launch, and production was once stopped due to the launch of the Model S. It was not until November 17, 2017 that Tesla officially released it, and it was officially delivered in 2020.</p><p><b>3. Completely driverless</b></p><p>In October 2016, Musk said that fully autonomous driving capabilities would be realized within two to three years. But until today, seven years have passed, and this function has been caught in great controversy due to many accidents, and there is still some time before it is fully realized.</p><p><b>4. Tesla Robotaxi Network</b></p><p>In October 2019, Musk said that by the end of 2020, more than 1 million Robotaxis will be on the road. By then, Tesla owners can make money by providing self-driving and on-demand driving services. However, this \"idea\" obviously didn't happen.</p><p><b>5. Next generation batteries</b></p><p>In September 2020, Musk introduced a 4680 lithium battery. He advertised that the battery was about the size of a beer can, reduced the cost by 56%, and had five times the energy of existing batteries.</p><p>At that time, Musk said that the company's laboratory in Silicon Valley was conducting small-batch trial production, which may be large-scale and mass-produced in the next year or two. But production timing is unknown.</p><p>At present, there is still no further news about the 4680 lithium battery.</p><p><b>6. Solar energy industry</b></p><p>After Tesla acquired SolarCity, it has always stated that it attaches great importance to the solar energy industry. In 2016, Tesla said it planned to produce 1 gigawatt-hour of solar panels per year.</p><p>But in 2020, Tesla submitted reports showing that only 205 megawatts of solar panels were delivered, a quarter of SolarCity's installed capacity in 2016.</p><p><b>7. There is a traffic jam in the underground tunnel without traffic jam</b></p><p>In order to solve the traffic jam problem, Musk's \"The Boring Comany\" proposed the use of underground tunnels for point-to-point driving, and promoted that the driving speed can reach 250km/h, which will \"completely solve the traffic jam problem.\"</p><p>However, in 2022, at the International Consumer Electronics Show held in Las Vegas, USA, many viewers chose to experience the LVCC Loop underground tunnel of Boring Company, only to find that this tunnel advertised as \"no traffic jam\" was actually stuck in traffic.</p><p><img src=\"https://static.tigerbbs.com/03fb06dc33584c26817e9535f6d912b4\" tg-width=\"1080\" tg-height=\"568\" referrerpolicy=\"no-referrer\"/></p><p>According to reports, at that time, many spectators had to queue up in the tunnel to wait for the vehicles ahead, which was even more intolerable than the traffic jam on the ground.</p><p>In addition, when the LVCC underground tunnel started operation in May 2021, the top speed was only 64km/h, far lower than the advertised 250km/h. Moreover, it is not autonomous driving, and drivers still need to provide services.</p><p>In fact, Musk's underground tunnel project seems to be a subway.</p><p><b>8. Send 80,000 immigrants to Mars</b></p><p>In 2012, Musk announced that it would take 15 to 20 years to send 80,000 people to immigrate to Mars. At present, there are only 4 years left until 2027. The environmental transformation of Mars has not yet started, and there is no manned spacecraft flying to Mars. I wonder whether Musk's plan to immigrate to Mars can be realized.</p><p><b>9. 42,000 Starlink satellites</b></p><p>Musk said in 2015 that the \"Starlink\" project will launch 42,000 satellites from 2019 to 2023. But as of 2022, there are only more than 3,000 satellites in orbit.</p><p><b>10. Send humans into space to fly around the moon</b></p><p>In 2017, Musk said that he would send two humans to space for a flight around the moon in 2018, but until today the plan has not happened.</p><p><b>11. Build a lunar base in 2025</b></p><p>In 2018, Musk responded to netizens' questions about the construction time of the lunar base, saying that the lunar base will be completed in 2025. But at present, the U.S. plan to land on the moon again has not yet been implemented.</p><p><b>12. Achieve the power landing of the \"Dragon Spacecraft\"</b></p><p>In 2015, Musk said that SpaceX's \"Dragon spacecraft\" would achieve a powered landing, but in 2017 he announced that he would abandon the plan.</p><p><b>13. Secondary rocket recovery</b></p><p>In 2016, Musk announced that he would complete the second-stage rocket recovery plan; It was announced that it was abandoned in November 2018.</p><p><b>14. Manned moon landing</b></p><p>In 2018, Musk boldly stated that the starship would be put into orbit in 2020, the cargo landing on the moon will be achieved in 2022, and the manned landing on the moon will be achieved in 2023.</p><p>Obviously, this is another painting pie.</p><p>Looking at Musk's \"bragging bulls\", some of them can indeed be achieved in a short period of time through hard work, but others are somewhat unconstrained imagination.</p><p>In this regard, some people think that Musk obtains financing by constantly \"drawing cakes\"; Some people admire Musk and believe that his \"bragging\" will come true sooner or later.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzU2ODcwMDY2NA==&mid=2247546330&idx=1&sn=8c91a8d53a1a19339e348eb74f2f22b6&chksm=fc8b8e4dcbfc075b873f707366ec309e3bb942497f242da3d18969b96747e1e78c86ef44a8e3#rd\">三言Pro</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":{"BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4581":"高盛持仓","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","LU0823411888.USD":"法巴消费创新基金 Cap","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU2ODcwMDY2NA==&mid=2247546330&idx=1&sn=8c91a8d53a1a19339e348eb74f2f22b6&chksm=fc8b8e4dcbfc075b873f707366ec309e3bb942497f242da3d18969b96747e1e78c86ef44a8e3#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129548970","content_text":"北京时间3月2日凌晨5点28分，在特斯拉投资者日活动中，特斯拉公布了公司的最新进展，包括墨西哥新工厂、特斯拉未来目标年产量要达到2000万台；使用新的汽车制造工艺，使得成本降低一半等。在今年的投资者日中，特斯拉没有发布新车，只以演示图片的方式预告了两款神秘汽车。这可能会让很多特斯拉粉丝感到失望，而且特斯拉盘后股价也下跌超5%。不过，活动的重头戏其实是马斯克宣布了其“宏图计划”的第三篇章——可持续能源文明计划。这会不会又是马斯克吹下最新的“牛”？而他以前又吹过哪些“牛”？哪些实现了？哪些没实现？今天，三言就带大家简单聊聊这个话题。“宏图计划”是不是“吹牛”既然先提到马斯克的“宏图计划”，那么就先从它开始。2006年，马斯克提出宏图计划第一篇章，该篇章计划打造一款超级跑车，再研发出大众买得起的轿车，之后再开发出更便宜的轿车，同时要提供太阳能电力产品。Roaster现在回头看，马斯克宏图计划第一篇章完成度实际上是最高的。过去十几年间，特斯拉先后推出并发布Roadster小型跑车、Model S、Model X、Model 3以及Model Y等车型，涵盖各消费阶层。太阳能电力方面，特斯拉于2016年收购光伏发电项目公司SolarCity，之后推出太阳能屋顶SolarRoof，可为家庭提供清洁能源。目前，特斯拉宏图计划第一篇章中的规划已基本全部实现，各项业务正有序发展中。2016年，马斯克公布了宏图计划第二篇章：开发出更高效的太阳能电池板、开拓电动汽车细分市场、推动自动驾驶技术发展和促成汽车共享。相比宏图计划第一篇章，第二篇章的完成度相对要打些折扣。太阳能电池板方面，特斯拉目前已推出多种太阳能屋顶产品。特斯拉太阳能屋顶2020年初，特斯拉宣布要将光伏作为主要业务，在国际实施太阳能屋顶布局。同年，特斯拉在中国招聘网站上发布招聘信息，目前其国内官网已有太阳能电池屋顶相关产品介绍。Semi电动卡车电动汽车细分市场方面，近年来，特斯拉先后推出Cybertruck皮卡和Semi电动卡车。不过，前者目前尚未量产商用，而Semi卡车被很多车主指出存在脱离实际使用场景，缺点很多等问题。自动驾驶技术方面，特斯拉此前推出了售价1.5万美元的全自动驾驶测试版套件FSD。但是，根据美国国家公路交通安全管理局的一份文件显示，特斯拉FSD Beta系统可能会增加车辆碰撞风险。特斯拉因此不得不召回近36.3万辆汽车。目前，特斯拉已经在全美停售该系统。而有关其汽车共享项目，则鲜有报道。在第二篇章还没有完全实现的前提下，马斯克宏图计划第三篇章看上去则更像“吹牛”，甚至不着边际。宏图计划第三篇章中提到，目前80%的能源消耗来自化学燃料，但化学燃料的能效非常低，只有30%左右。此外，化学燃料产生的大量散逸热能也未能有效利用。因此，电气化是人类未来发展方向。具体而言，就是为现有电网增加可再生能源、生产更多电动汽车、在家庭和建筑物中安装热泵、将高温热输送和氢气用于工业，以及建造可持续燃料飞机和船只。马斯克称，要实现该愿景，需要将全球储能容量扩大至240TWh，计划投资10万亿美元。同时，特斯拉计划在2030年将年产量提高至2000万辆。宏图计划第三篇章有多“离谱”呢？2022年5月，根据Benchmark Mineral intelligence数据显示，未来十年，全球锂离子电池产能可达到6Twh以上；2022年12月，高工产业研究院预计，2023年国内锂电池市场出货量将超过1TWh。此外，据媒体报道，2022年特斯拉储能部署同比增长64%，达到6.5GWh，相当于0.0065TWh。所以，马斯克要实现240TWh的目标，至少需要数十年甚至上百年。产量方面，要在2030年实现年产2000万辆车的目标，也是任重而道远。目前，特斯拉全球工厂年产能约为190万辆，一共有六家工厂，不过其中只有4家生产汽车。那么，即使以年产200万辆估算，达到2000万产能至少需要40家工厂。这还不考虑整个电动汽车产业链问题。今年是2023年，距离2030年只有7年，要在7年内建成数十家工厂并投产，可能性能有多大呢？最后，10万亿美元的投资也绝不是小数目。要知道，2022年美国GDP为25.46万亿美元，投资10万亿美元，即使是最富有的公司也很难很快实现。所以，马斯克宏图计划第三篇章，怎么看怎么像“吹牛”。那些年马斯克吹过的“牛”纵观马斯克宏图计划，看上去前两个篇章在某些程度上都实现了。但是如果将计划中的规划拆分来看，很多并没有完全实现。1. 生产一款面向大众市场的汽车3.5万美元（约合人民币22.6万元）的Model 3是标志着特斯拉走向大众化的车型。但实际上很长一段时间Model 3的售价都在4万美元以上，如果算上税以及附加功能费后，则能达到5万美元。2. Roadster特斯拉Roadster是其最早推出的小型跑车，按照宏图计划第一篇章规划，该车销售获得的收入将用于研发更大众化的后续车型。但实际上Roadster推出后迟迟未能上市，一度因Model S上市停止生产。直到2017年11月17日，特斯拉才正式发布，并于2020年正式交付。3. 完全无人驾驶2016年10月，马斯克表示完全自动驾驶功能将在两到三年内实现。但直到今天，7年过去，这项功能因诸多起事故陷入较大争议，离全面实现还有时日。4. 特斯拉Robotaxi网络2019年10月，马斯克表示到2020年底，将会有超过100万辆Robotaxi上路。届时，特斯拉车主可以通过提供自动驾驶、按需驾驶服务赚钱。不过，这个“设想”显然并没有发生。5. 下一代电池2020年9月，马斯克介绍了一款4680锂电池，他宣传称该电池约有啤酒罐大小，成本降低56%，能量是现有电池的5倍。当时，马斯克称公司在硅谷的实验室正在进行小批量试产，可能将会在未来一两年内大规模、大批量生产。但生产时间尚不清楚。目前，4680锂电池仍然没有进一步消息。6. 太阳能产业特斯拉收购SolarCity后，一直表示对太阳能产业高度重视。2016年，特斯拉称计划每年生产1千兆瓦时的太阳能电池板。但2020年，特斯拉提交的报告显示，只交付了205兆瓦的太阳能电池板，是SolarCity在2016年装机容量的四分之一。7. 不堵车的地下隧道堵车了为了解决堵车问题，马斯克的“无聊公司”（The Boring Comany）提出了使用地下隧道进行点对点行驶，并且宣传行驶时速能达到250km/h，将“彻底解决堵车问题”。不过，2022年，在美国拉斯维加斯举办的国际消费电子展上，很多观众选择体验无聊公司的LVCC Loop地下隧道，却发现这个宣传“不堵车”的隧道竟然也堵车了。据报道，当时很多观众不得不在隧道中排队等待前方车辆行进，这相比地面堵车甚至更加难以忍耐。此外，2021年5月LVCC地下隧道开启运行时，最高时速仅64km/h，远低于宣传的250km/h。而且并不是自动驾驶，仍需要司机提供服务。其实马斯克这个地下隧道项目，好像就是地铁嘛。8. 送8万人火星移民2012年，马斯克宣布利用15至20年时间，送8万人去火星移民。目前距离2027年只剩4年，火星环境改造尚未开启，也没有载人航天器飞往火星，不知马斯克移民火星计划能否实现。9. 4.2万颗星链卫星马斯克曾经于2015年表示，“星链”项目将于2019年至2023年发射4.2万颗卫星。但截止2022年，仅有3000余颗卫星在轨飞行。10. 送人类到太空绕月飞行2017年，马斯克表示将在2018年送两名人类到太空进行绕月飞行，但直到今天该计划仍未成行。11. 2025年建成月球基地2018年，马斯克曾回应网友关于月球基地建造时间问题时表示，月球基地将于2025年完工。但目前，美国再次登月计划还没有实施。12. 实现“龙飞船”动力着陆2015年，马斯克表示SpaceX“龙飞船”将实现动力着陆，但又于2017年宣布放弃该计划。13. 二级火箭回收2016年，马斯克宣布要完成二级火箭回收计划；2018年11月宣布放弃。14. 载人登月2018年，马斯克豪言壮语表示将于2020年实现星舰入轨，2022年实现载货登月，2023年实现载人登月。显然，这又是一次画饼。纵观马斯克“吹过的牛”，有些是的确能够通过努力短期内实现的， 但有些却也多少有些天马行空的想象。对此，有人认为马斯克是靠不断“画饼”获取融资；有人则对马斯克崇拜佩服的五体投地，相信他的“吹牛”也迟早会实现。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940378794,"gmtCreate":1677725698719,"gmtModify":1677725702583,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940378794","repostId":"624764698","repostType":1,"repost":{"id":624764698,"gmtCreate":1677724313000,"gmtModify":1677725272142,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577852034187700","authorIdStr":"3577852034187700"},"themes":[],"title":"人社部：2022年三項社會保險基金收支規模13.7萬億元","htmlText":"經濟觀察網訊 據國新網消息，國新辦舉行“權威部門話開局”系列主題新聞發佈會，介紹就業和社會保障工作情況。人力資源和社會保障部部長王曉萍表示，2022年三項社會保險基金收支規模13.7萬億元，各項社會保險待遇按時足額發放。五級社保經辦管理服務網絡基本形成，社會保障卡應用範圍持續拓展，管理服務規範化、標準化、信息化水平顯著提升。以全覆蓋、保基本、多層次、可持續爲目標的社會保障制度和體系全面加強，人民羣衆的基本生活和多樣化需求得到了更加可靠的保障。 王曉萍介紹，這10年，中國特色積極就業政策體系不斷豐富發展，就業促進機制持續健全完善，勞動者自主就業、市場調節就業、政府促進就業和鼓勵創業的工作格局全面形成，在14億多人口的發展中大國實現了比較充分的就業。中央把就業擺在“六穩”、“六保”首位，就業優先政策持續強化，就業幫扶措施不斷加強，創業帶動就業倍增效應明顯，就業服務體系日益健全。城鎮就業規模顯著擴大，城鎮新增就業人數年均1300萬人。高校畢業生、農民工、就業困難人員等重點羣體就業平穩，脫貧勞動力外出務工規模保持在3000萬人以上。就業結構不斷優化，城鄉就業格局發生歷史性轉變，城鎮就業人員佔比超過六成，第三產業從業人員佔比上升到48%。靈活就業和新就業形態規範發展，形成新的就業增長點。可以說，就業質量穩步提升，勞動者職業技能素質持續提高，勞動者收入穩步增長，勞動保障權益得到有效維護。 這10年，我國社會保障體系建設進入快車道，建成具有鮮明中國特色、世界上覆蓋人口規模最大、功能完備的社會保障體系，是社會保障改革力度最大、發展速度最快的時期。中央制定實施改革和完善基本養老保險制度總體方案，企業職工基本養老保險實現全國統籌，統一城鄉居民養老保險制度，機關事業單位和企業養老保險制度實現並軌，多層次、多支柱養老保險體系進一步健全。失業保險和工傷保險制度功能更加完善。深入實施全民參保計劃，基本","listText":"經濟觀察網訊 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據國新網消息，國新辦舉行“權威部門話開局”系列主題新聞發佈會，介紹就業和社會保障工作情況。人力資源和社會保障部部長王曉萍表示，2022年三項社會保險基金收支規模13.7萬億元，各項社會保險待遇按時足額發放。五級社保經辦管理服務網絡基本形成，社會保障卡應用範圍持續拓展，管理服務規範化、標準化、信息化水平顯著提升。以全覆蓋、保基本、多層次、可持續爲目標的社會保障制度和體系全面加強，人民羣衆的基本生活和多樣化需求得到了更加可靠的保障。 王曉萍介紹，這10年，中國特色積極就業政策體系不斷豐富發展，就業促進機制持續健全完善，勞動者自主就業、市場調節就業、政府促進就業和鼓勵創業的工作格局全面形成，在14億多人口的發展中大國實現了比較充分的就業。中央把就業擺在“六穩”、“六保”首位，就業優先政策持續強化，就業幫扶措施不斷加強，創業帶動就業倍增效應明顯，就業服務體系日益健全。城鎮就業規模顯著擴大，城鎮新增就業人數年均1300萬人。高校畢業生、農民工、就業困難人員等重點羣體就業平穩，脫貧勞動力外出務工規模保持在3000萬人以上。就業結構不斷優化，城鄉就業格局發生歷史性轉變，城鎮就業人員佔比超過六成，第三產業從業人員佔比上升到48%。靈活就業和新就業形態規範發展，形成新的就業增長點。可以說，就業質量穩步提升，勞動者職業技能素質持續提高，勞動者收入穩步增長，勞動保障權益得到有效維護。 這10年，我國社會保障體系建設進入快車道，建成具有鮮明中國特色、世界上覆蓋人口規模最大、功能完備的社會保障體系，是社會保障改革力度最大、發展速度最快的時期。中央制定實施改革和完善基本養老保險制度總體方案，企業職工基本養老保險實現全國統籌，統一城鄉居民養老保險制度，機關事業單位和企業養老保險制度實現並軌，多層次、多支柱養老保險體系進一步健全。失業保險和工傷保險制度功能更加完善。深入實施全民參保計劃，基本","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624764698","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940378460,"gmtCreate":1677725683150,"gmtModify":1677725686604,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940378460","repostId":"624764246","repostType":1,"repost":{"id":624764246,"gmtCreate":1677724578887,"gmtModify":1677725290682,"author":{"id":"3577757168720994","authorId":"3577757168720994","name":"欧洲期货交易所Eurex","avatar":"https://community-static.tradeup.com/news/b9b47e22a4f5ee1770d5d17ea4873553","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577757168720994","authorIdStr":"3577757168720994"},"themes":[],"title":"【期貨期權】VSTOXX® 1月月度報告","htmlText":"VSTOXX® 期貨1月份回顧VSTOXX® 期貨的交易量從 2023 年開始略有放緩，2023 年之後日均量 43K，相比在12 月的 47K 低。2023年至今最活躍的交易日是 1 月13 日，交易量爲 89,000 手。未平倉合約仍處於較低水平。終端客戶仍然對市場牛市充滿信心，並在波動期貨中維持淨空頭頭寸。他們的頭寸在 12 月從淨多頭轉變爲淨空頭。一些客戶增加了買入，因此看到了 3 月份市場波動增加的可能性。然而，樂觀者同時也賣出了更多的3 月期貨。1月底，終端客戶淨賣出2月和4月到期的期貨, 淨買入3月的期貨。這些年來，日曆價差越來越受歡迎。1 月份三分之一的交易量是通過日曆價差的點差交易的。其中大部分價差是 1 月對 2 月，這表明客戶尋求沿着歐元藍籌50股指(EURO STOXX 50) 期權期限結構(Term Structure) 換月,以保持在波動率策略上的持倉。即月波動率跌破20 水平。現在在 17 和18 之間。期限結構有點平坦，但仍處於正價差，即月與遠月之間差距有3.5 個波幅點。上個月差距爲 4 個波幅點。即月與下月差距從 1.2 波幅點進一步縮小到 0.9波幅點。歐元藍籌50股指(EURO STOXX 50® )在 VSTOXX® 期貨（12 月）和 EURO STOXX® 指數期權（1 月）實際到期之間實現了 17.05 點的波動性。相對於 12 月份VSTOXX® 最終結算價 19.79，這意味着這意味着波動性風險溢價爲 2.74 個波動點。前期（11 月/12 月/11 月）的波動率風險溢價爲 5.25點，10 月至 11 月爲 10.1點。VSTOXX® 期權1月份回顧VSTOXX® 期權的交易量從12 月份的低位回升。2023年至今最活躍的交易日是 1月 17 日，有 43,000 手。未平倉合約現在也處於較高水平。終端客戶對期權的波動","listText":"VSTOXX® 期貨1月份回顧VSTOXX® 期貨的交易量從 2023 年開始略有放緩，2023 年之後日均量 43K，相比在12 月的 47K 低。2023年至今最活躍的交易日是 1 月13 日，交易量爲 89,000 手。未平倉合約仍處於較低水平。終端客戶仍然對市場牛市充滿信心，並在波動期貨中維持淨空頭頭寸。他們的頭寸在 12 月從淨多頭轉變爲淨空頭。一些客戶增加了買入，因此看到了 3 月份市場波動增加的可能性。然而，樂觀者同時也賣出了更多的3 月期貨。1月底，終端客戶淨賣出2月和4月到期的期貨, 淨買入3月的期貨。這些年來，日曆價差越來越受歡迎。1 月份三分之一的交易量是通過日曆價差的點差交易的。其中大部分價差是 1 月對 2 月，這表明客戶尋求沿着歐元藍籌50股指(EURO STOXX 50) 期權期限結構(Term Structure) 換月,以保持在波動率策略上的持倉。即月波動率跌破20 水平。現在在 17 和18 之間。期限結構有點平坦，但仍處於正價差，即月與遠月之間差距有3.5 個波幅點。上個月差距爲 4 個波幅點。即月與下月差距從 1.2 波幅點進一步縮小到 0.9波幅點。歐元藍籌50股指(EURO STOXX 50® )在 VSTOXX® 期貨（12 月）和 EURO STOXX® 指數期權（1 月）實際到期之間實現了 17.05 點的波動性。相對於 12 月份VSTOXX® 最終結算價 19.79，這意味着這意味着波動性風險溢價爲 2.74 個波動點。前期（11 月/12 月/11 月）的波動率風險溢價爲 5.25點，10 月至 11 月爲 10.1點。VSTOXX® 期權1月份回顧VSTOXX® 期權的交易量從12 月份的低位回升。2023年至今最活躍的交易日是 1月 17 日，有 43,000 手。未平倉合約現在也處於較高水平。終端客戶對期權的波動","text":"VSTOXX® 期貨1月份回顧VSTOXX® 期貨的交易量從 2023 年開始略有放緩，2023 年之後日均量 43K，相比在12 月的 47K 低。2023年至今最活躍的交易日是 1 月13 日，交易量爲 89,000 手。未平倉合約仍處於較低水平。終端客戶仍然對市場牛市充滿信心，並在波動期貨中維持淨空頭頭寸。他們的頭寸在 12 月從淨多頭轉變爲淨空頭。一些客戶增加了買入，因此看到了 3 月份市場波動增加的可能性。然而，樂觀者同時也賣出了更多的3 月期貨。1月底，終端客戶淨賣出2月和4月到期的期貨, 淨買入3月的期貨。這些年來，日曆價差越來越受歡迎。1 月份三分之一的交易量是通過日曆價差的點差交易的。其中大部分價差是 1 月對 2 月，這表明客戶尋求沿着歐元藍籌50股指(EURO STOXX 50) 期權期限結構(Term Structure) 換月,以保持在波動率策略上的持倉。即月波動率跌破20 水平。現在在 17 和18 之間。期限結構有點平坦，但仍處於正價差，即月與遠月之間差距有3.5 個波幅點。上個月差距爲 4 個波幅點。即月與下月差距從 1.2 波幅點進一步縮小到 0.9波幅點。歐元藍籌50股指(EURO STOXX 50® )在 VSTOXX® 期貨（12 月）和 EURO STOXX® 指數期權（1 月）實際到期之間實現了 17.05 點的波動性。相對於 12 月份VSTOXX® 最終結算價 19.79，這意味着這意味着波動性風險溢價爲 2.74 個波動點。前期（11 月/12 月/11 月）的波動率風險溢價爲 5.25點，10 月至 11 月爲 10.1點。VSTOXX® 期權1月份回顧VSTOXX® 期權的交易量從12 月份的低位回升。2023年至今最活躍的交易日是 1月 17 日，有 43,000 手。未平倉合約現在也處於較高水平。終端客戶對期權的波動","images":[{"img":"https://static.tigerbbs.com/385a98ebfeba0d167d0bc194713de4e5","width":"1024","height":"585"},{"img":"https://static.tigerbbs.com/11ad3c115ba4c03439da740923b369a3","width":"1024","height":"804"},{"img":"https://static.tigerbbs.com/fe2cc41bf84ca84d9b0320e17fc1cca0","width":"1024","height":"745"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624764246","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940384217,"gmtCreate":1677700518540,"gmtModify":1677700522817,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940384217","repostId":"1170226100","repostType":4,"repost":{"id":"1170226100","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":1677674690,"share":"https://ttm.financial/m/news/1170226100?lang=en_US&edition=fundamental","pubTime":"2023-03-01 20:44","market":"us","language":"zh","title":"Kohl's Department Store turned from profit to loss in Q4, with net sales falling 7.2% year-on-year, less than expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1170226100","media":"老虎资讯综合","summary":"3月1日讯，科尔士百货公布了2022财年第四季度及全年财务业绩。财报显示，公司Q4营收同比下降7.4%至60.19亿美元。其中，净销售额同比下降7.2%至57.75亿美元，低于分析师预期的约60亿美元","content":"<p><html><head></head><body>March 1st,<a href=\"https://laohu8.com/S/KSS\">Kohl's Department Store</a>Announced its fourth quarter and full-year financial results for fiscal year 2022. The financial report shows that the company's Q4 revenue fell 7.4% year-on-year to US $6.019 billion. Among them, net sales fell 7.2% year-on-year to US $5.775 billion, lower than analysts' expectations of approximately US $6 billion; Comparable sales fell 6.6% year over year, missing analysts' expectations for a 3.7% year over year decline.</p><p>Net loss of US $273 million, compared with net profit of US $299 million in the same period last year; Diluted loss per share was $2.49, missing analysts' expectations for earnings per share of $0.97, compared with earnings per share of $2.2 in the same period last year. Q4 gross profit margin was 23.0%, compared with 33.2% in the same period last year, a decrease of 1016 basis points. Inventories rose 4% year over year to $32.</p><p>Full-year revenue in fiscal year 2022 was US $18.098 billion, a year-on-year decrease of 6.9%; Among them, net sales were US $17.161 billion, a year-on-year decrease of 7.1%. The net loss was US $19 million, compared with a net profit of US $938 million in the same period last year; Diluted loss per share was $0.15, compared with earnings per share of $6.32 in the same period last year. Gross profit margin was 33.2%, compared with 38.1% in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/191d2bca54eb88df1b022753c841bc94\" tg-width=\"1181\" tg-height=\"728\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Looking ahead, Kohl's Department Store expects that net sales for the whole year of 2023 will decrease by 2%-4% year-on-year, and operating profit margin will be approximately 4%; Diluted earnings per share are expected to be $2.10-$2.70, missing analysts' expectations of $3.20.</p><p>After the financial report was released, Kohl's Department Store once fell more than 12% before the market, and now it has narrowed to 7%.</p><p><img src=\"https://static.tigerbbs.com/408e0d795a3aaa78aa0a087a0fc82445\" tg-width=\"856\" tg-height=\"831\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kohl's Department Store turned from profit to loss in Q4, with net sales falling 7.2% year-on-year, less than expected</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\">\nKohl's Department Store turned from profit to loss in Q4, with net sales falling 7.2% year-on-year, less than expected\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\">2023-03-01 20:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>March 1st,<a href=\"https://laohu8.com/S/KSS\">Kohl's Department Store</a>Announced its fourth quarter and full-year financial results for fiscal year 2022. The financial report shows that the company's Q4 revenue fell 7.4% year-on-year to US $6.019 billion. Among them, net sales fell 7.2% year-on-year to US $5.775 billion, lower than analysts' expectations of approximately US $6 billion; Comparable sales fell 6.6% year over year, missing analysts' expectations for a 3.7% year over year decline.</p><p>Net loss of US $273 million, compared with net profit of US $299 million in the same period last year; Diluted loss per share was $2.49, missing analysts' expectations for earnings per share of $0.97, compared with earnings per share of $2.2 in the same period last year. Q4 gross profit margin was 23.0%, compared with 33.2% in the same period last year, a decrease of 1016 basis points. Inventories rose 4% year over year to $32.</p><p>Full-year revenue in fiscal year 2022 was US $18.098 billion, a year-on-year decrease of 6.9%; Among them, net sales were US $17.161 billion, a year-on-year decrease of 7.1%. The net loss was US $19 million, compared with a net profit of US $938 million in the same period last year; Diluted loss per share was $0.15, compared with earnings per share of $6.32 in the same period last year. Gross profit margin was 33.2%, compared with 38.1% in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/191d2bca54eb88df1b022753c841bc94\" tg-width=\"1181\" tg-height=\"728\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Looking ahead, Kohl's Department Store expects that net sales for the whole year of 2023 will decrease by 2%-4% year-on-year, and operating profit margin will be approximately 4%; Diluted earnings per share are expected to be $2.10-$2.70, missing analysts' expectations of $3.20.</p><p>After the financial report was released, Kohl's Department Store once fell more than 12% before the market, and now it has narrowed to 7%.</p><p><img src=\"https://static.tigerbbs.com/408e0d795a3aaa78aa0a087a0fc82445\" tg-width=\"856\" tg-height=\"831\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/887a351f3a82306ae9e6640919aa3cd8","relate_stocks":{"KSS":"柯尔百货","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4103":"百货商店"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170226100","content_text":"3月1日讯，科尔士百货公布了2022财年第四季度及全年财务业绩。财报显示，公司Q4营收同比下降7.4%至60.19亿美元。其中，净销售额同比下降7.2%至57.75亿美元，低于分析师预期的约60亿美元;可比销售额同比下降6.6%，逊于分析师预期的同比下降3.7%。净亏损2.73亿美元，而上年同期净利润为2.99亿美元;摊薄后每股亏损2.49美元，不及分析师预期的每股收益0.97美元，上年同期每股收益为2.2美元。Q4毛利率为23.0%，上年同期为33.2%，下降1016个基点。库存同比增长4%至32美元。2022财年全年营收为180.98亿美元，同比下降6.9%;其中，净销售额为171.61亿美元，同比下降7.1%。净亏损1900万美元，上年同期净利润为9.38亿美元;摊薄后每股亏损0.15美元，上年同期每股收益为6.32美元。毛利率为33.2%，上年同期为38.1%。展望未来，柯尔百货预计，2023年全年净销售额同比减少2%-4%，营业利润率约为4%;预计摊薄后每股收益为2.10-2.70美元，不及分析师预期的3.20美元。财报发布后，科尔士百货盘前一度跌逾12%，现收窄至7%。","news_type":1,"symbols_score_info":{"KSS":0.9}},"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957769046,"gmtCreate":1677555351386,"gmtModify":1677555353223,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957769046","repostId":"624242659","repostType":1,"repost":{"id":624242659,"gmtCreate":1677536979874,"gmtModify":1677548714871,"author":{"id":"3538928111090285","authorId":"3538928111090285","name":"于见专栏","avatar":"https://static.tigerbbs.com/8b81f8039dcbabcfa48bc63d51a65be8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538928111090285","authorIdStr":"3538928111090285"},"themes":[],"title":"難解生態之困，vivo空有“銷冠”之名","htmlText":"編輯 | 虞爾湖出品 | 潮起網「於見專欄」在人口增長紅利消退的同時，智能手機的普及工作也基本完成，智能手機的市場增長也觸及天花板。而且，其影響已經波及移動互聯網上網用戶的增長。人手一部甚至幾部手機的現狀，讓智能手機頭部廠商與互聯網巨頭也只能在存量市場中博弈，無異於夾縫中求生存。值得一提的是人稱綠廠的vivo，雖然難敵行業增長放緩、頭部品牌出貨量集體下滑的大勢，也陷入出貨量同比下降近三成的頹勢之中，但是2022年卻依然保住了“銷冠”的寶座。IDC報告顯示，2020年vivo以5316.1萬臺的全年出貨量和18.6%的市佔率排名第一，而這已是vivo連續兩年成爲中國最暢銷的手機品牌。只是，一直靠量取勝、衝擊高端乏力的vivo，卻很難在銷冠的位置上“沾沾自喜”，正如vivo總裁沈煒在年會中指出，未來或充滿危機。種種跡象表明，沈煒這種說法並非聳人聽聞，而是狼真的要來了。行業進入低谷期，“銷冠”vivo難以獨善其身2022年，智能手機廠商集體陷入了負增長的“至暗時刻”。根據Canalys智能手機分析統計數據，2022年，蘋果的出貨量爲5130萬臺，同比下降4%；小米的出貨量爲3860萬臺，同比下降24%；vivo的出貨量爲5220萬臺，同比下降27%；OPPO的出貨量爲5040萬臺，同比下降27%。增長集體“告負”的背後，是智能手機市場整體出現萎縮的直觀表現。作爲全球最大的智能手機市場，我國的智能手機市場出貨量同樣不容樂觀。市場研究機構IDC的跟蹤報告顯示，2022年中國智能手機市場出貨量約2.86億臺，同比下降13.2%，創下有史以來最大降幅。而且，時隔十年，中國智能手機市場出貨量再次回落到3億臺以下。大廈將傾，安有完卵？剛剛坐上銷冠位置的vivo，顯然不會坐以待斃。但是無奈的現實是，行業增長見頂，智能手機行業已經進入低谷期，卻是不爭的事實。因此，vivo即便是藉着華爲等頭部品牌","listText":"編輯 | 虞爾湖出品 | 潮起網「於見專欄」在人口增長紅利消退的同時，智能手機的普及工作也基本完成，智能手機的市場增長也觸及天花板。而且，其影響已經波及移動互聯網上網用戶的增長。人手一部甚至幾部手機的現狀，讓智能手機頭部廠商與互聯網巨頭也只能在存量市場中博弈，無異於夾縫中求生存。值得一提的是人稱綠廠的vivo，雖然難敵行業增長放緩、頭部品牌出貨量集體下滑的大勢，也陷入出貨量同比下降近三成的頹勢之中，但是2022年卻依然保住了“銷冠”的寶座。IDC報告顯示，2020年vivo以5316.1萬臺的全年出貨量和18.6%的市佔率排名第一，而這已是vivo連續兩年成爲中國最暢銷的手機品牌。只是，一直靠量取勝、衝擊高端乏力的vivo，卻很難在銷冠的位置上“沾沾自喜”，正如vivo總裁沈煒在年會中指出，未來或充滿危機。種種跡象表明，沈煒這種說法並非聳人聽聞，而是狼真的要來了。行業進入低谷期，“銷冠”vivo難以獨善其身2022年，智能手機廠商集體陷入了負增長的“至暗時刻”。根據Canalys智能手機分析統計數據，2022年，蘋果的出貨量爲5130萬臺，同比下降4%；小米的出貨量爲3860萬臺，同比下降24%；vivo的出貨量爲5220萬臺，同比下降27%；OPPO的出貨量爲5040萬臺，同比下降27%。增長集體“告負”的背後，是智能手機市場整體出現萎縮的直觀表現。作爲全球最大的智能手機市場，我國的智能手機市場出貨量同樣不容樂觀。市場研究機構IDC的跟蹤報告顯示，2022年中國智能手機市場出貨量約2.86億臺，同比下降13.2%，創下有史以來最大降幅。而且，時隔十年，中國智能手機市場出貨量再次回落到3億臺以下。大廈將傾，安有完卵？剛剛坐上銷冠位置的vivo，顯然不會坐以待斃。但是無奈的現實是，行業增長見頂，智能手機行業已經進入低谷期，卻是不爭的事實。因此，vivo即便是藉着華爲等頭部品牌","text":"編輯 | 虞爾湖出品 | 潮起網「於見專欄」在人口增長紅利消退的同時，智能手機的普及工作也基本完成，智能手機的市場增長也觸及天花板。而且，其影響已經波及移動互聯網上網用戶的增長。人手一部甚至幾部手機的現狀，讓智能手機頭部廠商與互聯網巨頭也只能在存量市場中博弈，無異於夾縫中求生存。值得一提的是人稱綠廠的vivo，雖然難敵行業增長放緩、頭部品牌出貨量集體下滑的大勢，也陷入出貨量同比下降近三成的頹勢之中，但是2022年卻依然保住了“銷冠”的寶座。IDC報告顯示，2020年vivo以5316.1萬臺的全年出貨量和18.6%的市佔率排名第一，而這已是vivo連續兩年成爲中國最暢銷的手機品牌。只是，一直靠量取勝、衝擊高端乏力的vivo，卻很難在銷冠的位置上“沾沾自喜”，正如vivo總裁沈煒在年會中指出，未來或充滿危機。種種跡象表明，沈煒這種說法並非聳人聽聞，而是狼真的要來了。行業進入低谷期，“銷冠”vivo難以獨善其身2022年，智能手機廠商集體陷入了負增長的“至暗時刻”。根據Canalys智能手機分析統計數據，2022年，蘋果的出貨量爲5130萬臺，同比下降4%；小米的出貨量爲3860萬臺，同比下降24%；vivo的出貨量爲5220萬臺，同比下降27%；OPPO的出貨量爲5040萬臺，同比下降27%。增長集體“告負”的背後，是智能手機市場整體出現萎縮的直觀表現。作爲全球最大的智能手機市場，我國的智能手機市場出貨量同樣不容樂觀。市場研究機構IDC的跟蹤報告顯示，2022年中國智能手機市場出貨量約2.86億臺，同比下降13.2%，創下有史以來最大降幅。而且，時隔十年，中國智能手機市場出貨量再次回落到3億臺以下。大廈將傾，安有完卵？剛剛坐上銷冠位置的vivo，顯然不會坐以待斃。但是無奈的現實是，行業增長見頂，智能手機行業已經進入低谷期，卻是不爭的事實。因此，vivo即便是藉着華爲等頭部品牌","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624242659","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957760761,"gmtCreate":1677555345153,"gmtModify":1677555348886,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957760761","repostId":"624244254","repostType":1,"repost":{"id":624244254,"gmtCreate":1677538801000,"gmtModify":1677548760641,"author":{"id":"3578460021109326","authorId":"3578460021109326","name":"时代财经","avatar":"https://static.tigerbbs.com/91c2175656a070c51747405cb8325278","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578460021109326","authorIdStr":"3578460021109326"},"themes":[],"title":"著名經濟學家厲以寧逝世，88歲手寫8萬字學術自傳，責編追憶：後來字跡就有點模糊了","htmlText":"本文來源：時代財經 作者：餘思毅 劉子琪 據北京大學新聞網，2023年2月27日19點31分，著名經濟學家、傑出的教育家、北京大學哲學社會科學資深教授、光華管理學院名譽院長厲以寧先生因病醫治無效，於北京協和醫院逝世，享年92歲。 “厲老對中國經濟學界乃至中國經濟發展的影響是劃時代的。他是思想大師和經濟改革的先鋒。”國家金融與發展實驗室文化金融研究中心副主任金巍2月27日對時代財經表示，厲以寧在股份制改革的倡導促成了企業所有制改革，對證券市場的發展有極大推動作用。 據北京大學光華管理學院官網介紹，厲以寧教授，祖籍江蘇儀徵，1930年11月出生於南京。1955年畢業於北京大學經濟系。畢業後留校工作，歷任資料員、助教、講師、副教授、教授、博士生導師、北京大學經濟管理系系主任、北京大學光華管理學院院長。 厲以寧教授在經濟學理論方面著書多部，並發表了大量文章，是我國最早提出股份制改革理論的學者之一。他提出了中國經濟發展的非均衡理論，並對“轉型”進行理論探討，這些都對中國經濟的改革與發展產生了深遠影響。厲以寧教授還主持了《證券法》和《證券投資基金法》的起草工作。 厲以寧的主要著作有《非均衡的中國經濟》《走向繁榮的戰略選擇》《中國經濟改革與股份制》《股份制與現代市場經濟》《經濟學的倫理問題》《環境經濟學》等。 金巍回憶道，《非均衡的中國經濟》是厲以寧在上世紀80年代寫的，用經濟學的經典理論對當時中國的經濟狀況做了全面分析，對後來中國改革開放以及走上社會主義市場經濟道路等方面做了理論儲備，“厲老有很多這些方面的建樹，其學術思想對後來者有引領、指導性作用。” 88歲厲以寧手寫學術自傳 晚年的厲以寧依然筆耕不輟，2018年，其在88歲的高齡出版了8萬字的學術自傳——《厲以寧學術自傳》。 據悉，《厲以寧學術自傳》是大型叢書《改革開放進程中的經濟學家學術自傳》（張卓元 高培勇主編）中的一本，由","listText":"本文來源：時代財經 作者：餘思毅 劉子琪 據北京大學新聞網，2023年2月27日19點31分，著名經濟學家、傑出的教育家、北京大學哲學社會科學資深教授、光華管理學院名譽院長厲以寧先生因病醫治無效，於北京協和醫院逝世，享年92歲。 “厲老對中國經濟學界乃至中國經濟發展的影響是劃時代的。他是思想大師和經濟改革的先鋒。”國家金融與發展實驗室文化金融研究中心副主任金巍2月27日對時代財經表示，厲以寧在股份制改革的倡導促成了企業所有制改革，對證券市場的發展有極大推動作用。 據北京大學光華管理學院官網介紹，厲以寧教授，祖籍江蘇儀徵，1930年11月出生於南京。1955年畢業於北京大學經濟系。畢業後留校工作，歷任資料員、助教、講師、副教授、教授、博士生導師、北京大學經濟管理系系主任、北京大學光華管理學院院長。 厲以寧教授在經濟學理論方面著書多部，並發表了大量文章，是我國最早提出股份制改革理論的學者之一。他提出了中國經濟發展的非均衡理論，並對“轉型”進行理論探討，這些都對中國經濟的改革與發展產生了深遠影響。厲以寧教授還主持了《證券法》和《證券投資基金法》的起草工作。 厲以寧的主要著作有《非均衡的中國經濟》《走向繁榮的戰略選擇》《中國經濟改革與股份制》《股份制與現代市場經濟》《經濟學的倫理問題》《環境經濟學》等。 金巍回憶道，《非均衡的中國經濟》是厲以寧在上世紀80年代寫的，用經濟學的經典理論對當時中國的經濟狀況做了全面分析，對後來中國改革開放以及走上社會主義市場經濟道路等方面做了理論儲備，“厲老有很多這些方面的建樹，其學術思想對後來者有引領、指導性作用。” 88歲厲以寧手寫學術自傳 晚年的厲以寧依然筆耕不輟，2018年，其在88歲的高齡出版了8萬字的學術自傳——《厲以寧學術自傳》。 據悉，《厲以寧學術自傳》是大型叢書《改革開放進程中的經濟學家學術自傳》（張卓元 高培勇主編）中的一本，由","text":"本文來源：時代財經 作者：餘思毅 劉子琪 據北京大學新聞網，2023年2月27日19點31分，著名經濟學家、傑出的教育家、北京大學哲學社會科學資深教授、光華管理學院名譽院長厲以寧先生因病醫治無效，於北京協和醫院逝世，享年92歲。 “厲老對中國經濟學界乃至中國經濟發展的影響是劃時代的。他是思想大師和經濟改革的先鋒。”國家金融與發展實驗室文化金融研究中心副主任金巍2月27日對時代財經表示，厲以寧在股份制改革的倡導促成了企業所有制改革，對證券市場的發展有極大推動作用。 據北京大學光華管理學院官網介紹，厲以寧教授，祖籍江蘇儀徵，1930年11月出生於南京。1955年畢業於北京大學經濟系。畢業後留校工作，歷任資料員、助教、講師、副教授、教授、博士生導師、北京大學經濟管理系系主任、北京大學光華管理學院院長。 厲以寧教授在經濟學理論方面著書多部，並發表了大量文章，是我國最早提出股份制改革理論的學者之一。他提出了中國經濟發展的非均衡理論，並對“轉型”進行理論探討，這些都對中國經濟的改革與發展產生了深遠影響。厲以寧教授還主持了《證券法》和《證券投資基金法》的起草工作。 厲以寧的主要著作有《非均衡的中國經濟》《走向繁榮的戰略選擇》《中國經濟改革與股份制》《股份制與現代市場經濟》《經濟學的倫理問題》《環境經濟學》等。 金巍回憶道，《非均衡的中國經濟》是厲以寧在上世紀80年代寫的，用經濟學的經典理論對當時中國的經濟狀況做了全面分析，對後來中國改革開放以及走上社會主義市場經濟道路等方面做了理論儲備，“厲老有很多這些方面的建樹，其學術思想對後來者有引領、指導性作用。” 88歲厲以寧手寫學術自傳 晚年的厲以寧依然筆耕不輟，2018年，其在88歲的高齡出版了8萬字的學術自傳——《厲以寧學術自傳》。 據悉，《厲以寧學術自傳》是大型叢書《改革開放進程中的經濟學家學術自傳》（張卓元 高培勇主編）中的一本，由","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624244254","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957760567,"gmtCreate":1677555232159,"gmtModify":1677555235115,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957760567","repostId":"1139109642","repostType":4,"repost":{"id":"1139109642","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":1677542520,"share":"https://ttm.financial/m/news/1139109642?lang=en_US&edition=fundamental","pubTime":"2023-02-28 08:02","market":"hk","language":"zh","title":"Last night and this morning | U.S. bond yields fell back, and U.S. stocks rose sharply! Musk returns to world's richest man","url":"https://stock-news.laohu8.com/highlight/detail?id=1139109642","media":"老虎资讯综合","summary":"摘要：①美债收益率回落提振美股，纳指收涨0.63%，特斯拉涨超5%马斯克重夺世界首富头衔；②英欧就北爱贸易争端达成关键协议；③美国财长耶伦访问乌克兰。海外行情1、美股收涨纳指涨0.63%特斯拉涨超5%","content":"<p><html><head></head><body>Summary: ① The fall in U.S. bond yields boosted U.S. stocks, and the Nasdaq closed up 0.63%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Musk rose more than 5% to regain the title of the world's richest man; ② Britain and Europe reached a key agreement on the trade dispute between Northern Ireland; ③ US Treasury Secretary Yellen visits Ukraine.<img src=\"https://static.tigerbbs.com/7ce49cfea03c1e22a55af842c19c9f5a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. stocks closed higher, Nasdaq rose 0.63%, Tesla rose more than 5%, Musk regained the title of the world's richest man</p><p>U.S. stocks closed higher on Monday. A fall in U.S. bond yields boosted stock indexes. Consumer durable goods orders and manufacturing data released on Monday continued the state that U.S. economic data continued to exceed expectations. Investors continue to focus on the state of U.S. inflation and its impact on the Fed's policy outlook. As of the close, the Nasdaq rose 0.63%, the S&P 500 rose 0.31%, and the Dow Jones rose 0.22%.</p><p>Tesla rose more than 5%, and its stock price rose more than 100% from the low point on January 6. According to the Bloomberg Billionaires Index, Musk's net worth once again reached US $187.1 billion, regaining the title of the world's richest man. Most large technology stocks rose, Netflix rose more than 1%,<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>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Small rise; Facebook fell slightly. Fisker closed up 30%, its biggest one-day gain in the past two years.</p><p>2. Popular Chinese concept stocks generally rose<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%</p><p>Popular Chinese concept stocks generally rose, and the Nasdaq China Golden Dragon Index rose 1.33%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Rose more than 7%, Baidu rose more than 5%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 4%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 2%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slight decline.</p><p>3. Major European stock indexes closed higher across the board, and the German DAX30 index rose 1.13%</p><p>Major European stock indexes closed higher across the board on Monday, with Germany's DAX30 index rising 1.13% and France's CAC40 index rising 1.51%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.72%, and the Euro Stoxx 50 index rose 1.66%.</p><p>4. Oil prices fell nearly 2% during the session, giving up last Friday's gains, American Gas rose more than 7% to a new high in the month</p><p>Concerns about economic recession and oil demand prevailed, and oil prices stopped rising for two consecutive days. WTI crude oil futures for April closed down $0.64, or 0.84%, at $75.68 per barrel. Brent crude oil futures for April closed down $0.71, or 0.85%, at $82.45 a barrel.</p><p>The European benchmark Dutch TTF natural gas futures fell more than 7% in late trading, fell more than 8% intraday and fell below the integer of 50 euros/MWh, setting a new low in one and a half years since August 2021. ICE British Gas also fell more than 7%, falling below 120p/kcal. U.S. NYMEX April natural gas futures rose more than 7% to $2.7310 per million British thermal units, the highest in the month since February 1.</p><p>5. New York gold futures prices closed up 0.4% on Monday, ending a five-game losing streak</p><p>The price of gold futures for April delivery on the New York Mercantile Exchange rose $7.80, or 0.4%, to close at $1,824.90 an ounce, after falling for five consecutive trading days.</p><p>Macro News</p><p>1. Unexpected plunge! U.S. durable goods orders record largest month-on-month decline in 32 months</p><p>On Monday (February 27th), before the U.S. stock market opened, the first U.S. economic data this week-durable goods orders announced by the Department of Commerce recorded the biggest drop in more than 30 months.</p><p>Specific data shows that seasonally adjusted durable goods orders in the United States recorded US $272.3 billion in January, a decrease of 4.5% from December 2022, the largest month-on-month decline since April 2020. In December last year, the figure rose 5.1% month-on-month, and the market originally expected a 4% decline.</p><p>2. European Central Bank President Christine Lagarde believes that another 50 basis point rate hike in March is \"well-reasoned\"</p><p>ECB President Christine Lagarde said there is a good chance the ECB will move forward with rate hike's 50 basis point intention at next month's meeting. \"There are good reasons to believe that we will have another 50 basis points of rate hike in March,\" Lagarde said in the interview. \"In the future, we will observe further. We will look at the data situation.\"</p><p>3. Britain and Europe reach a key agreement on the Northern Ireland trade dispute</p><p>On Monday local time, British Prime Minister Sunak announced that the country and the European Union had signed a new \"Windsor Framework\" agreement, which is expected to end years of repeated pulling between the two sides on Northern Ireland trade issues.</p><p>On the most critical customs issue, a \"red\" and \"green\" channel system will be set up between the UK mainland and Northern Ireland: goods from other parts of the UK to Northern Ireland for sale will not be subject to routine inspection through the \"green channel\", while goods exported from the UK to Ireland, an EU member state, via Northern Ireland need to be inspected through the \"red channel\".</p><p>4. The US House of Representatives seeks to ban the Federal Reserve from issuing digital currency</p><p>A top Republican member of the U.S. House of Representatives has proposed a legal bill seeking to ban the Federal Reserve from issuing digital dollars, saying there is a risk of \"developing a dangerous surveillance tool\" to monitor Americans' financial transactions. The bill proposed by Majority Whip Tom Emmer also requires the Federal Reserve to submit quarterly reports to Congress on the findings and decisions of research or pilot projects related to central bank digital currencies (CBDCs). The Federal Reserve is evaluating the possibility of issuing a US CBDC, but has yet to decide whether to move forward.</p><p>The situation between Russia and Ukraine</p><p>1. US Treasury Secretary Yellen visits Ukraine</p><p>U.S. Treasury Secretary Yellen arrived in Kiev, the capital of Ukraine, on February 27 local time for a visit. Yellen announced the transfer of the first $1.25 billion in aid to Ukraine from the latest U.S. aid budget of $9.9 billion. It is reported that Yellen held meetings with Ukrainian President Zelensky and other key government officials.</p><p>2. The energy war continues! Russia halts oil deliveries to Poland</p><p>Russian media reported on Monday that adviser to the president and press secretary of the Russian state oil pipeline transportation company (Transneft)<a href=\"https://laohu8.com/S/002922\">Igor</a>· Jemin said that the company was supposed to deliver Russian oil to Polish refineries at the end of February, but the relevant parties did not pay the transit fee, so the oil supply to Poland was excluded from the export plan approved by the Russian Ministry of Energy. Russian pipeline oil Transportation companies currently do not supply oil to the country.</p><p>3. Russia claims to strike Ukrainian targets in multiple directions. Ukraine claims to have shot down Russian fighter planes</p><p>The Russian Ministry of Defense reported on February 27, local time, that the Russian army attacked Ukrainian military personnel, tanks, armored vehicles and military vehicles in multiple directions including Kupyansk, Bonliman, Donetsk, Zaporizhzhia and Kherson. vehicles and other targets. Russian air defense forces shot down 4 US-made \"Haimas\" rockets and 5 Ukrainian drones. The Ukrainian News Agency reported on February 27, local time, that the General Staff of the Ukrainian Armed Forces stated that in the past 24 hours, the Ukrainian army repelled 81 Russian attacks in multiple directions. The Ukrainian Air Force carried out four strikes on areas where Russian military personnel and military equipment were concentrated, shooting down a Russian Su-25 fighter jet. Ukrainian missile forces and artillery forces carried out strikes on targets such as Russian ammunition depots and communication jamming stations.</p><p>Company News</p><p>1. American social platform Snapchat launches ChatGPT-like function</p><p>On Monday local time, Snapchat, an American picture and short video social application, announced that the company will launch a chat based on Open AI's latest GPT technology<a href=\"https://laohu8.com/S/300024\">Robot</a>My AI, will first be available to paid subscribers. In response to the currently known problems of ChatGPT, the company has also adjusted the behavior of the robot to prevent it from making outrageous remarks, and banned functions such as writing academic papers. As of the close, Snapchat rose 0.71%.</p><p>2、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The CEO himself said that Apple's 5G chip is about to come out</p><p>Qualcomm CEO Cristiano Amon revealed in an interview on Monday that Qualcomm expects Apple to use self-developed communication chips in 2024, but they can continue to contact the company if they want to continue to use Qualcomm products. For Qualcomm, Apple's revenue contributed nearly US $10 billion in the last fiscal year, accounting for about 22%.</p><p>Well-known technology industry analyst Ming-Chi Kuo also revealed on Monday that Apple has recently restarted the iPhone SE 4 project and will use self-developed 5G chips. It remains to be seen whether the higher-end iPhone 16 series uses self-developed communication chips. If things go well on the SE 4, Apple will also switch to self-developed communication chips in the iPad and Apple Watch product lines.</p><p>3. Meta announced the creation of a top product team to develop generative AI</p><p>Meta CEO Zuckerberg said on Monday that the company is creating a top product team focused on rapidly advancing the company's attainments in generative AI. Zuckerberg said that the main job of this team in the short term is to create creative and expressive tools. In the long run, the company will focus on developing AI roles that can help people in a variety of ways.</p><p>Last Friday, Meta released LLaMA, a large-scale artificial intelligence language model, on its official website. However, this product is currently only used for research and training, and has not yet been put into products under social media platforms.</p><p>4. \"Buffett loves stocks\"<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Earnings miss expectations</p><p>After the market closed on Monday, Occidental Petroleum Company disclosed fourth-quarter financial data, in which adjusted earnings per share were $1.61, compared with analysts' expectations of $1.79; Adjusted net income in the fourth quarter was US $1.6 billion; Pre-tax chemical profit in the fourth quarter was US $457 million, compared with analysts' expectations of US $454.4 million; Pre-tax oil and gas profit in the fourth quarter was $2.50 billion, compared with analysts' expectations of $2.63 billion.</p><p>5. Ford battery supplier says F-150 Lighting electric pickup truck fire is a rare incident</p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>SK On, the company's battery supplier, said Monday that the flaw that caused the F-150 Lightning electric pickup to catch fire and discontinue production earlier this month was not a fundamental flaw in the power supply design. SK On, an automotive battery subsidiary of South Korea's SK Innovation Co. Ltd, said in a statement: \"We believe this is a rare incident and is not a fundamental issue with battery technology or our overall manufacturing system. SK On worked with Ford to identify the root cause of the problem and implemented improvements in our processes to resolve the problem.\"</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | U.S. bond yields fell back, and U.S. stocks rose sharply! 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Musk returns to world's richest man\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\">2023-02-28 08:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① The fall in U.S. bond yields boosted U.S. stocks, and the Nasdaq closed up 0.63%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Musk rose more than 5% to regain the title of the world's richest man; ② Britain and Europe reached a key agreement on the trade dispute between Northern Ireland; ③ US Treasury Secretary Yellen visits Ukraine.<img src=\"https://static.tigerbbs.com/7ce49cfea03c1e22a55af842c19c9f5a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. stocks closed higher, Nasdaq rose 0.63%, Tesla rose more than 5%, Musk regained the title of the world's richest man</p><p>U.S. stocks closed higher on Monday. A fall in U.S. bond yields boosted stock indexes. Consumer durable goods orders and manufacturing data released on Monday continued the state that U.S. economic data continued to exceed expectations. Investors continue to focus on the state of U.S. inflation and its impact on the Fed's policy outlook. As of the close, the Nasdaq rose 0.63%, the S&P 500 rose 0.31%, and the Dow Jones rose 0.22%.</p><p>Tesla rose more than 5%, and its stock price rose more than 100% from the low point on January 6. According to the Bloomberg Billionaires Index, Musk's net worth once again reached US $187.1 billion, regaining the title of the world's richest man. Most large technology stocks rose, Netflix rose more than 1%,<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>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Small rise; Facebook fell slightly. Fisker closed up 30%, its biggest one-day gain in the past two years.</p><p>2. Popular Chinese concept stocks generally rose<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%</p><p>Popular Chinese concept stocks generally rose, and the Nasdaq China Golden Dragon Index rose 1.33%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Rose more than 7%, Baidu rose more than 5%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 4%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 2%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slight decline.</p><p>3. Major European stock indexes closed higher across the board, and the German DAX30 index rose 1.13%</p><p>Major European stock indexes closed higher across the board on Monday, with Germany's DAX30 index rising 1.13% and France's CAC40 index rising 1.51%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.72%, and the Euro Stoxx 50 index rose 1.66%.</p><p>4. Oil prices fell nearly 2% during the session, giving up last Friday's gains, American Gas rose more than 7% to a new high in the month</p><p>Concerns about economic recession and oil demand prevailed, and oil prices stopped rising for two consecutive days. WTI crude oil futures for April closed down $0.64, or 0.84%, at $75.68 per barrel. Brent crude oil futures for April closed down $0.71, or 0.85%, at $82.45 a barrel.</p><p>The European benchmark Dutch TTF natural gas futures fell more than 7% in late trading, fell more than 8% intraday and fell below the integer of 50 euros/MWh, setting a new low in one and a half years since August 2021. ICE British Gas also fell more than 7%, falling below 120p/kcal. U.S. NYMEX April natural gas futures rose more than 7% to $2.7310 per million British thermal units, the highest in the month since February 1.</p><p>5. New York gold futures prices closed up 0.4% on Monday, ending a five-game losing streak</p><p>The price of gold futures for April delivery on the New York Mercantile Exchange rose $7.80, or 0.4%, to close at $1,824.90 an ounce, after falling for five consecutive trading days.</p><p>Macro News</p><p>1. Unexpected plunge! U.S. durable goods orders record largest month-on-month decline in 32 months</p><p>On Monday (February 27th), before the U.S. stock market opened, the first U.S. economic data this week-durable goods orders announced by the Department of Commerce recorded the biggest drop in more than 30 months.</p><p>Specific data shows that seasonally adjusted durable goods orders in the United States recorded US $272.3 billion in January, a decrease of 4.5% from December 2022, the largest month-on-month decline since April 2020. In December last year, the figure rose 5.1% month-on-month, and the market originally expected a 4% decline.</p><p>2. European Central Bank President Christine Lagarde believes that another 50 basis point rate hike in March is \"well-reasoned\"</p><p>ECB President Christine Lagarde said there is a good chance the ECB will move forward with rate hike's 50 basis point intention at next month's meeting. \"There are good reasons to believe that we will have another 50 basis points of rate hike in March,\" Lagarde said in the interview. \"In the future, we will observe further. We will look at the data situation.\"</p><p>3. Britain and Europe reach a key agreement on the Northern Ireland trade dispute</p><p>On Monday local time, British Prime Minister Sunak announced that the country and the European Union had signed a new \"Windsor Framework\" agreement, which is expected to end years of repeated pulling between the two sides on Northern Ireland trade issues.</p><p>On the most critical customs issue, a \"red\" and \"green\" channel system will be set up between the UK mainland and Northern Ireland: goods from other parts of the UK to Northern Ireland for sale will not be subject to routine inspection through the \"green channel\", while goods exported from the UK to Ireland, an EU member state, via Northern Ireland need to be inspected through the \"red channel\".</p><p>4. The US House of Representatives seeks to ban the Federal Reserve from issuing digital currency</p><p>A top Republican member of the U.S. House of Representatives has proposed a legal bill seeking to ban the Federal Reserve from issuing digital dollars, saying there is a risk of \"developing a dangerous surveillance tool\" to monitor Americans' financial transactions. The bill proposed by Majority Whip Tom Emmer also requires the Federal Reserve to submit quarterly reports to Congress on the findings and decisions of research or pilot projects related to central bank digital currencies (CBDCs). The Federal Reserve is evaluating the possibility of issuing a US CBDC, but has yet to decide whether to move forward.</p><p>The situation between Russia and Ukraine</p><p>1. US Treasury Secretary Yellen visits Ukraine</p><p>U.S. Treasury Secretary Yellen arrived in Kiev, the capital of Ukraine, on February 27 local time for a visit. Yellen announced the transfer of the first $1.25 billion in aid to Ukraine from the latest U.S. aid budget of $9.9 billion. It is reported that Yellen held meetings with Ukrainian President Zelensky and other key government officials.</p><p>2. The energy war continues! Russia halts oil deliveries to Poland</p><p>Russian media reported on Monday that adviser to the president and press secretary of the Russian state oil pipeline transportation company (Transneft)<a href=\"https://laohu8.com/S/002922\">Igor</a>· Jemin said that the company was supposed to deliver Russian oil to Polish refineries at the end of February, but the relevant parties did not pay the transit fee, so the oil supply to Poland was excluded from the export plan approved by the Russian Ministry of Energy. Russian pipeline oil Transportation companies currently do not supply oil to the country.</p><p>3. Russia claims to strike Ukrainian targets in multiple directions. Ukraine claims to have shot down Russian fighter planes</p><p>The Russian Ministry of Defense reported on February 27, local time, that the Russian army attacked Ukrainian military personnel, tanks, armored vehicles and military vehicles in multiple directions including Kupyansk, Bonliman, Donetsk, Zaporizhzhia and Kherson. vehicles and other targets. Russian air defense forces shot down 4 US-made \"Haimas\" rockets and 5 Ukrainian drones. The Ukrainian News Agency reported on February 27, local time, that the General Staff of the Ukrainian Armed Forces stated that in the past 24 hours, the Ukrainian army repelled 81 Russian attacks in multiple directions. The Ukrainian Air Force carried out four strikes on areas where Russian military personnel and military equipment were concentrated, shooting down a Russian Su-25 fighter jet. Ukrainian missile forces and artillery forces carried out strikes on targets such as Russian ammunition depots and communication jamming stations.</p><p>Company News</p><p>1. American social platform Snapchat launches ChatGPT-like function</p><p>On Monday local time, Snapchat, an American picture and short video social application, announced that the company will launch a chat based on Open AI's latest GPT technology<a href=\"https://laohu8.com/S/300024\">Robot</a>My AI, will first be available to paid subscribers. In response to the currently known problems of ChatGPT, the company has also adjusted the behavior of the robot to prevent it from making outrageous remarks, and banned functions such as writing academic papers. As of the close, Snapchat rose 0.71%.</p><p>2、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The CEO himself said that Apple's 5G chip is about to come out</p><p>Qualcomm CEO Cristiano Amon revealed in an interview on Monday that Qualcomm expects Apple to use self-developed communication chips in 2024, but they can continue to contact the company if they want to continue to use Qualcomm products. For Qualcomm, Apple's revenue contributed nearly US $10 billion in the last fiscal year, accounting for about 22%.</p><p>Well-known technology industry analyst Ming-Chi Kuo also revealed on Monday that Apple has recently restarted the iPhone SE 4 project and will use self-developed 5G chips. It remains to be seen whether the higher-end iPhone 16 series uses self-developed communication chips. If things go well on the SE 4, Apple will also switch to self-developed communication chips in the iPad and Apple Watch product lines.</p><p>3. Meta announced the creation of a top product team to develop generative AI</p><p>Meta CEO Zuckerberg said on Monday that the company is creating a top product team focused on rapidly advancing the company's attainments in generative AI. Zuckerberg said that the main job of this team in the short term is to create creative and expressive tools. In the long run, the company will focus on developing AI roles that can help people in a variety of ways.</p><p>Last Friday, Meta released LLaMA, a large-scale artificial intelligence language model, on its official website. However, this product is currently only used for research and training, and has not yet been put into products under social media platforms.</p><p>4. \"Buffett loves stocks\"<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Earnings miss expectations</p><p>After the market closed on Monday, Occidental Petroleum Company disclosed fourth-quarter financial data, in which adjusted earnings per share were $1.61, compared with analysts' expectations of $1.79; Adjusted net income in the fourth quarter was US $1.6 billion; Pre-tax chemical profit in the fourth quarter was US $457 million, compared with analysts' expectations of US $454.4 million; Pre-tax oil and gas profit in the fourth quarter was $2.50 billion, compared with analysts' expectations of $2.63 billion.</p><p>5. Ford battery supplier says F-150 Lighting electric pickup truck fire is a rare incident</p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>SK On, the company's battery supplier, said Monday that the flaw that caused the F-150 Lightning electric pickup to catch fire and discontinue production earlier this month was not a fundamental flaw in the power supply design. SK On, an automotive battery subsidiary of South Korea's SK Innovation Co. Ltd, said in a statement: \"We believe this is a rare incident and is not a fundamental issue with battery technology or our overall manufacturing system. SK On worked with Ford to identify the root cause of the problem and implemented improvements in our processes to resolve the problem.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"VIX":"标普500波动率指数","LU0234572021.USD":"高盛美国核心股票组合Acc","TVIX":"二倍做多VIX波动率指数短期期权ETN","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元",".DJI":"道琼斯","BK4551":"寇图资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS",".SPX":"S&P 500 Index","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139109642","content_text":"摘要：①美债收益率回落提振美股，纳指收涨0.63%，特斯拉涨超5%马斯克重夺世界首富头衔；②英欧就北爱贸易争端达成关键协议；③美国财长耶伦访问乌克兰。海外行情1、美股收涨纳指涨0.63%特斯拉涨超5%马斯克重夺世界首富头衔美股周一收高。美债收益率回落令股指得到提振。周一出炉的耐用消费品订单和制造业数据，延续了美国经济数据持续超预期的状态。投资者继续关注美国通胀状况及其对美联储政策前景的影响。截止收盘，纳斯达克指数涨0.63%，标普500指数涨0.31%，道琼斯指数涨0.22%。特斯拉涨超5%，股价较1月6日低点涨超100%。据彭博亿万富翁指数，马斯克的身价再度达到了1871亿美元，重夺世界首富头衔。大型科技股多数上涨，奈飞涨超1%，苹果、亚马逊、谷歌、微软小幅上涨；脸书小幅下跌。Fisker收涨30%，创最近两年最大单日涨幅。2、热门中概股普涨百度涨超5%热门中概股普涨，纳斯达克中国金龙指数涨1.33%。唯品会涨超7%，百度涨超5%，爱奇艺涨超4%，拼多多、小鹏汽车涨超2%，网易、微博、阿里巴巴、理想汽车、蔚来小幅上涨。哔哩哔哩跌超2%，京东小幅下跌。3、欧洲主要股指全线收涨德国DAX30指数涨1.13%欧股主要指数周一全线收涨，德国DAX30指数涨1.13%，法国CAC40指数涨1.51%，英国富时100指数涨0.72%，欧洲斯托克50指数涨1.66%。4、油价盘中跌近2%回吐上周五涨幅 美气涨超7%至月内新高对经济衰退和油需的担忧占据上风，油价止步两日连涨。WTI 4月原油期货收跌0.64美元，跌幅0.84%，报75.68美元/桶。布伦特4月原油期货收跌0.71美元，跌幅0.85%，报82.45美元/桶。欧洲基准的荷兰TTF天然气期货尾盘跌超7%，盘中跌超8%并失守50欧元/兆瓦时整数位，刷新2021年8月来的一年半最低。ICE英国天然气也跌超7%，失守120便士/千卡。美国NYMEX 4月天然气期货涨超7%，报2.7310美元/百万英热单位，创2月1日以来的月内最高。5、周一纽约黄金期货价格收高0.4% 结束五连跌纽约商品交易所4月交割的黄金期货价格上涨7.80美元，涨幅为0.4%，收于每盎司1824.90美元，此前该期货价格已连续五个交易日下跌。宏观新闻1、意外暴跌！美国耐用品订单录得32个月来最大环比降幅周一（2月27日）美股盘前，本周第一份美国经济数据——商务部公布的耐用品订单录得30多个月来的最大降幅。具体数据显示，美国1月季调后耐用品订单录得2723亿美元，较2022年12月下跌了4.5%，为2020年4月以来的最大环比跌幅。去年12月该数据环比上涨了5.1%，市场原先预计将下跌4%。2、欧洲央行行长拉加德认为3月再加息50个基点“理由充分”欧洲央行行长克里斯蒂娜·拉加德表示，欧洲央行很有可能会在下个月的会议上推进加息50个基点的意向。“有充分理由相信，我们将在3月份再加息50个基点，”拉加德在采访中说道。“再往后，我们将进一步观察。我们看数据的情况而定。”3、英欧就北爱贸易争端达成关键协议当地时间周一，英国首相苏纳克宣布，该国与欧盟签署了新的“温莎框架”协议，有望结束双方多年来在北爱尔兰贸易问题上的反复拉扯。在最关键的海关问题上，英国本土和北爱尔兰之间将设立“红色”和“绿色”通道系统：英国其他地区运往北爱尔兰地区销售的货物经“绿色通道”，不接受例行检查，而英国经北爱出口至欧盟成员国爱尔兰的货物则需要经“红色通道”接受检查。4、美国众议院寻求禁止美联储发行数字货币美国众议院一位高层共和党议员提出一项法律议案，寻求禁止美联储发行数字美元，称存在着“发展出一种危险监控工具”来监视美国人金融交易的风险。多数党党鞭Tom Emmer提出的议案还要求，美联储就与央行数字货币（CBDC）相关的研究或试点项目的发现和决定向国会提交季度报告。美联储正在评估发行美国CBDC的可能性，但尚未决定是否推进。俄乌局势1、美国财长耶伦访问乌克兰美国财政部长耶伦当地时间2月27日抵达乌克兰首都基辅进行访问。耶伦宣布，从美国最新的99亿美元援助预算中，向乌克兰移交首批12.5亿美元的援助。据悉，耶伦与乌克兰总统泽连斯基及其他主要政府官员举行了会见。2、能源战争还在继续！俄罗斯停止向波兰输送石油据俄罗斯媒体周一报道，俄罗斯国家石油管道运输公司(Transneft)总裁顾问兼新闻秘书伊戈尔·杰明表示，该公司本应在2月底向波兰炼油厂输送俄石油，但相关方面未支付过境费，因此对波兰的石油供应被排除在俄能源部批准的出口计划之外，俄管道石油运输公司目前未向该国供油。3、俄称多方位打击乌目标 乌称击落俄战机俄罗斯国防部当地时间2月27日通报称，俄军在库皮扬斯克、红利曼、顿涅茨克、扎波罗热以及赫尔松等多个方向打击乌军人员、坦克、装甲车和军用汽车等目标。俄军防空部队击落了4枚美制“海马斯”火箭弹和5架乌克兰无人机。乌克兰通讯社当地时间2月27日报道，乌克兰武装部队总参谋部称，过去24小时，乌军击退了俄军在多个方向的81次进攻。乌空军对俄军人员和军事装备集中区实施了4次打击，击落俄军一架苏-25战机。乌导弹部队和炮兵部队对俄军弹药库和通信干扰站等目标实施了打击。公司新闻1、美国社交平台Snapchat推出类ChatGPT功能当地时间周一，美国图片和短视频社交应用Snapchat发布公告称，公司将推出基于Open AI公司最新GPT技术的聊天机器人My AI，将首先向付费订阅用户开放。针对目前ChatGPT已知的问题，公司也对机器人的行为进行了调教，阻止其发表出格的言论，同时禁止了撰写学术论文等功能。截至收盘，Snapchat涨0.71%。2、高通CEO亲口说的 苹果5G芯片即将问世高通CEO克里斯蒂亚诺·阿蒙周一在接受访谈时透露，高通预期苹果将在2024年用上自研通讯芯片，不过他们想要需要继续用高通产品的话也可以继续联系公司。对于高通而言，上一财年苹果方面贡献的营收近100亿美元，大概占22%。知名科技行业分析师郭明錤也在周一透露，苹果近期已经重启了iPhone SE 4项目，并将采用自研5G芯片。更高端的iPhone 16系列是否使用自研通讯芯片仍有待观察。如果在SE 4上进展顺利，苹果也将会在iPad和Apple Watch产品线改用自研通讯芯片。3、Meta宣布创立顶级产品团队开发生成式AIMeta首席执行官扎克伯格周一表示，公司正在创立一个顶级产品团队，专注于快速推进公司在生成式AI领域的造诣。扎克伯格表示，短期内这个团队的主要工作是创建创造性和表现力工具。长远来看，公司将专注于开发能够以多种方式帮助人们的 AI 角色。上周五，Meta在官网发布了人工智能大型语言模型LLaMA，不过目前这个产品仅用于研究训练，尚未投入社交媒体平台旗下的产品。4、“巴菲特爱股”西方石油财报不及预期周一盘后，西方石油公司披露了四季度财务数据，其中调整后每股收益为1.61美元，分析师预期1.79美元；四季度调整后净收入16亿美元；四季度税前化工利润4.57亿美元，分析师预期4.544亿美元；四季度税前石油和天然气利润25.0亿美元，分析师预期26.3亿美元。5、福特电池供应商称F-150 Lighting电动皮卡起火是罕见事件福特汽车公司的电池供应商SK On周一表示，导致F-150 Lightning电动皮卡在本月早些时候起火并停产的缺陷不是电源设计上的根本性缺陷。SK On是韩国SK Innovation Co. Ltd 旗下的汽车电池子公司，该公司在声明中表示：“我们认为这是一次罕见的事件，不是电池技术或我们整体制造系统的根本问题。SK On与福特合作，确定了问题的根本原因，并在我们的流程中实施了改进措施，以解决问题。”","news_type":1,"symbols_score_info":{".IXIC":0.9,"VIX":0.9,".DJI":0.9,"ZTmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"TVIX":0.9,"TNmain":0.9,"TSLA":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957565879,"gmtCreate":1677413404092,"gmtModify":1677413407176,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957565879","repostId":"2313875277","repostType":4,"repost":{"id":"2313875277","kind":"news","pubTimestamp":1677374450,"share":"https://ttm.financial/m/news/2313875277?lang=en_US&edition=fundamental","pubTime":"2023-02-26 09:20","market":"us","language":"zh","title":"Cook to be kicked off Apple's board? He is a 25-year veteran with an annual salary of 680 million and a salary cut","url":"https://stock-news.laohu8.com/highlight/detail?id=2313875277","media":"市界观察","summary":"一则关于库克要被踢出苹果董事会的消息，引发轩然大波。而福布斯商业也透露，美国国家法律和政策中心已就戈尔和库克两名苹果董事会成员，向美国证券交易委员会提交两份豁免请求。若从1998年进入苹果成为副总裁，主管苹果的电脑制造业务算起，库克已为苹果效力25年时间。这不仅是苹果过去四年来，首次出现营收同比下降，更创下2016年9月以来最大季度跌幅。","content":"<p><html><head></head><body>One about Cook being kicked out<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The news of the board of directors caused an uproar.</p><p>On February 24th, it was reported that the National Center for Law and Policy would exercise its power as an Apple shareholder to propose to remove Al Gore and CEO Tim Cook from their positions on the board of directors at Apple's annual shareholder meeting on March 10th. Forbes Business also revealed that the National Law and Policy Center of the United States has submitted two exemption requests to the U.S. Securities and Exchange Commission for two Apple board members, Gore and Cook.</p><p>As soon as the incident came out, it immediately triggered a heated discussion. In an exclamation, some netizens revealed, \"It should be unlikely. Although there is Cook, Apple's innovation is obviously not enough, but without Cook, there would be no Apple long ago. At the beginning of the business, because Apple didn't reasonably plan its product route and marketing, it almost went bankrupt. It was Jobs who repeatedly asked Cook to join Apple that turned the tide and made money.\"</p><p>In fact, it has been 12 years since Cook succeeded Steve Jobs in 2011 and served as CEO of Apple. In these 12 years, Apple has increased its market value by US $2 trillion, and its stock price has risen by more than 1,200%, while the S&P 500 has only risen 290% during the same period.</p><p>Now 63-year-old Cook has relatively rich qualifications, not only in<a href=\"https://laohu8.com/S/IBM\">IBM</a>He worked for 12 years, responsible for the manufacturing and distribution operation of PC department in North America and Latin America, and chairman of the advisory board of Tsinghua University School of Economics and Management. Cook has worked for Apple for 25 years since he joined Apple in 1998 as vice president and was in charge of Apple's computer manufacturing business.</p><p>Of course, Apple didn't treat Cook badly. For a long time, Cook was one of the people with the highest annual salary in the world.</p><p>According to the list of \"Top 100 Highest Paid CEOs\" released by market research agency As You Sow not long ago, Cook ranked 10th on the list with a salary of 98.73 million US dollars, or about 680 million yuan. However, Cook's total target salary in 2023 may be reduced to US $49 million due to changes in the weight of equity incentive vesting conditions, with tenure-based vesting reduced from 50% to 25%, while performance-based vesting reduced from 50% to 25%. From 50% to 75%.</p><p>It is worth mentioning that Apple's latest financial report for fiscal year 2023 (October-December 2022) shows that its revenue in the quarter was approximately US $117.2 billion, a year-on-year decrease of 5.5%, and its net profit was US $29.998 billion, a year-on-year decrease of 13.4%. This is not only the first year-on-year decline in Apple's revenue in the past four years, but also the largest quarterly decline since September 2016. (Author | Feng Chenchen, Editor | Liu Xiaoying)</p><p></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>Cook to be kicked off Apple's board? He is a 25-year veteran with an annual salary of 680 million and a salary cut</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\">\nCook to be kicked off Apple's board? He is a 25-year veteran with an annual salary of 680 million and a salary cut\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">市界观察</strong><span class=\"h-time small\">2023-02-26 09:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>One about Cook being kicked out<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The news of the board of directors caused an uproar.</p><p>On February 24th, it was reported that the National Center for Law and Policy would exercise its power as an Apple shareholder to propose to remove Al Gore and CEO Tim Cook from their positions on the board of directors at Apple's annual shareholder meeting on March 10th. Forbes Business also revealed that the National Law and Policy Center of the United States has submitted two exemption requests to the U.S. Securities and Exchange Commission for two Apple board members, Gore and Cook.</p><p>As soon as the incident came out, it immediately triggered a heated discussion. In an exclamation, some netizens revealed, \"It should be unlikely. Although there is Cook, Apple's innovation is obviously not enough, but without Cook, there would be no Apple long ago. At the beginning of the business, because Apple didn't reasonably plan its product route and marketing, it almost went bankrupt. It was Jobs who repeatedly asked Cook to join Apple that turned the tide and made money.\"</p><p>In fact, it has been 12 years since Cook succeeded Steve Jobs in 2011 and served as CEO of Apple. In these 12 years, Apple has increased its market value by US $2 trillion, and its stock price has risen by more than 1,200%, while the S&P 500 has only risen 290% during the same period.</p><p>Now 63-year-old Cook has relatively rich qualifications, not only in<a href=\"https://laohu8.com/S/IBM\">IBM</a>He worked for 12 years, responsible for the manufacturing and distribution operation of PC department in North America and Latin America, and chairman of the advisory board of Tsinghua University School of Economics and Management. Cook has worked for Apple for 25 years since he joined Apple in 1998 as vice president and was in charge of Apple's computer manufacturing business.</p><p>Of course, Apple didn't treat Cook badly. For a long time, Cook was one of the people with the highest annual salary in the world.</p><p>According to the list of \"Top 100 Highest Paid CEOs\" released by market research agency As You Sow not long ago, Cook ranked 10th on the list with a salary of 98.73 million US dollars, or about 680 million yuan. However, Cook's total target salary in 2023 may be reduced to US $49 million due to changes in the weight of equity incentive vesting conditions, with tenure-based vesting reduced from 50% to 25%, while performance-based vesting reduced from 50% to 25%. From 50% to 75%.</p><p>It is worth mentioning that Apple's latest financial report for fiscal year 2023 (October-December 2022) shows that its revenue in the quarter was approximately US $117.2 billion, a year-on-year decrease of 5.5%, and its net profit was US $29.998 billion, a year-on-year decrease of 13.4%. This is not only the first year-on-year decline in Apple's revenue in the past four years, but also the largest quarterly decline since September 2016. (Author | Feng Chenchen, Editor | Liu Xiaoying)</p><p></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=nesSN202302241703208261bd8a&s=b\">市界观察</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ae5320e2075ac4322e9320f7fc7995","relate_stocks":{"IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4574":"无人驾驶","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4532":"文艺复兴科技持仓","LU0072462426.USD":"贝莱德全球配置 A2","BK4501":"段永平概念","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4527":"明星科技股","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4553":"喜马拉雅资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4571":"数字音乐概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4576":"AR","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4566":"资本集团","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4575":"芯片概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4505":"高瓴资本持仓","LU0109392836.USD":"富兰克林科技股A","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4170":"电脑硬件、储存设备及电脑周边","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4515":"5G概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4559":"巴菲特持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4579":"人工智能","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","AAPL":"苹果","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202302241703208261bd8a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2313875277","content_text":"一则关于库克要被踢出苹果董事会的消息，引发轩然大波。2月24日，有报道称，美国国家法律和政策中心将行使作为苹果股东的权力，在3月10日的苹果年度股东大会上，提议撤销阿尔·戈尔和首席执行官蒂姆·库克在董事会中的职务。而福布斯商业也透露，美国国家法律和政策中心已就戈尔和库克两名苹果董事会成员，向美国证券交易委员会提交两份豁免请求。事件一出，立即引发热议，在一片惊叹声中，也有网友透露，“应该不太可能，虽说有库克在，苹果的创新力度明显不够，但如果没有库克，也早就没有苹果了。创业初期，由于苹果没有合理规划产品路线和营销，险些倒闭，是乔布斯再三请库克加入苹果，才力挽狂澜赚到的钱”。实际上，自2011年接替乔布斯，库克担任苹果公司CEO，至今已有12年时间。在这12年里，苹果增加了2万亿美元的市值，股价上涨超1200%，而同期标普500仅上涨290%。如今63岁的库克，拥有较为丰富的资历，不仅曾在IBM供职12年，负责PC部门在北美和拉美的制造和分销运作，还是清华大学经济管理学院的顾问委员会主席。若从1998年进入苹果成为副总裁，主管苹果的电脑制造业务算起，库克已为苹果效力25年时间。当然，苹果也没有亏待库克，很长一段时间，库克都是全球年薪最高的那一批人。据市场调查机构As You Sow前不久发布的《薪酬最高的前100位CEO》榜单显示，库克以9873万美元，约合6.8亿人民币的薪酬，位列榜单第10位。不过，库克2023年的目标薪酬总额，可能会降至4900万美元，原因是股权激励归属条件的权重发生变化，基于任期的归属占比从50%降到25%，而基于业绩的归属则从50%提升到75%。值得一提的是，苹果2023财年最新财报（2022年10-12月）显示，其当季实现营收约1172亿美元，同比下降5.5%，净利润为299.98亿美元，同比下降13.4%。这不仅是苹果过去四年来，首次出现营收同比下降，更创下2016年9月以来最大季度跌幅。（作者|冯晨晨，编辑|刘肖迎）","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957286846,"gmtCreate":1677287739985,"gmtModify":1677287743446,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957286846","repostId":"1141764725","repostType":4,"repost":{"id":"1141764725","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":1677251691,"share":"https://ttm.financial/m/news/1141764725?lang=en_US&edition=fundamental","pubTime":"2023-02-24 23:14","market":"other","language":"zh","title":"The Nasdaq's decline expanded to 2%! Star technology stocks all fell, Tesla fell more than 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141764725","media":"老虎资讯综合","summary":"2月24日，纳指跌幅扩大至2%，明星科技股齐挫，Adobe跌超7%，特斯拉跌超4%，亚马逊跌超3%，英伟达、苹果跌超2%。投资者担心美联储将加大紧缩力度，软着陆的希望可能渺茫。美联储青睐的通胀指标意外","content":"<p><html><head></head><body>On February 24, the Nasdaq's decline expanded to 2%, and star technology stocks all fell.<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Fell more than 7%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Fell more than 4%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 3%,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Apple fell more than 2%.</p><p>Investors are worried that the Federal Reserve will increase tightening, and hopes of a soft landing may be slim.</p><p>The inflation indicator favored by the Federal Reserve unexpectedly accelerated: the PCE price index unexpectedly accelerated in January, failing to continue the slowdown in December year-on-year. The growth rate rebounded to November levels, and the month-on-month growth rate also hit the highest growth rate in five months. The core PCE price index The year-on-year and month-on-month growth rates were also higher than expected. At the same time, consumer spending rebounded more than expected in January after falling for two consecutive months, hitting the highest month-on-month growth rate since March 2021.<b>The PCE price index accelerated more than expected, investors further bet that the Federal Reserve will continue its rate hike longer, and market tightening expectations are heating up again.</b><img src=\"https://static.tigerbbs.com/d75d30a93e7880c3f5c2a11031c6131e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/2beb8f813d280e1e36406de6a735d610\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Nasdaq's decline expanded to 2%! Star technology stocks all fell, Tesla fell more than 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Nasdaq's decline expanded to 2%! Star technology stocks all fell, Tesla fell more than 4%\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\">2023-02-24 23:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 24, the Nasdaq's decline expanded to 2%, and star technology stocks all fell.<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Fell more than 7%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Fell more than 4%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fell more than 3%,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Apple fell more than 2%.</p><p>Investors are worried that the Federal Reserve will increase tightening, and hopes of a soft landing may be slim.</p><p>The inflation indicator favored by the Federal Reserve unexpectedly accelerated: the PCE price index unexpectedly accelerated in January, failing to continue the slowdown in December year-on-year. The growth rate rebounded to November levels, and the month-on-month growth rate also hit the highest growth rate in five months. The core PCE price index The year-on-year and month-on-month growth rates were also higher than expected. At the same time, consumer spending rebounded more than expected in January after falling for two consecutive months, hitting the highest month-on-month growth rate since March 2021.<b>The PCE price index accelerated more than expected, investors further bet that the Federal Reserve will continue its rate hike longer, and market tightening expectations are heating up again.</b><img src=\"https://static.tigerbbs.com/d75d30a93e7880c3f5c2a11031c6131e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/2beb8f813d280e1e36406de6a735d610\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"QQQ":"纳指100ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SQQQ":"纳指三倍做空ETF","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TQQQ":"纳指三倍做多ETF","BK4561":"索罗斯持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4511":"特斯拉概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","03086":"华夏纳指",".IXIC":"NASDAQ Composite","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141764725","content_text":"2月24日，纳指跌幅扩大至2%，明星科技股齐挫，Adobe跌超7%，特斯拉跌超4%，亚马逊跌超3%，英伟达、苹果跌超2%。投资者担心美联储将加大紧缩力度，软着陆的希望可能渺茫。美联储青睐的通胀指标意外加速升温：1月PCE物价指数意外加速增长，同比未能延续12月放缓势头，增速回升到11月水平，环比还创五个月最高增速，核心PCE物价指数的同比和环比增速也高于预期。同时1月消费者支出在连降两月后超预期反弹，创2021年3月以来最高环比增速。PCE价格指数超预期提速，投资者进一步押注美联储会将加息持续更久，更加市场的紧缩预期再度升温。","news_type":1,"symbols_score_info":{".IXIC":0.9,"QQQ":0.9,"03086":0.9,"TSLA":0.9,"SQQQ":0.9,"NQmain":0.9,"TQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957685125,"gmtCreate":1677219006368,"gmtModify":1677219009330,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567334721242358","authorIdStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957685125","repostId":"1133261392","repostType":4,"repost":{"id":"1133261392","kind":"news","weMediaInfo":{"introduction":"ETF爱好者都关注了，走在被动投资最前沿","home_visible":1,"media_name":"ETF小帮手","id":"1030108964","head_image":"https://static.tigerbbs.com/53452c6d05728a1369e33ffed184d759"},"pubTimestamp":1677208058,"share":"https://ttm.financial/m/news/1133261392?lang=en_US&edition=fundamental","pubTime":"2023-02-24 11:07","market":"sh","language":"zh","title":"ETF Tracker | Nvidia Stock Surges 14%, Boosts AI, Semiconductor ETFs","url":"https://stock-news.laohu8.com/highlight/detail?id=1133261392","media":"ETF小帮手","summary":"英伟达股价飙升，提振USD，BOTZ等ETF。游戏和人工智能芯片制造商英伟达股价飙升 14%，此前这家公司公布的业绩超出了华尔街的预期，进而提振了人工智能、半导体和其他科技类ETF。英伟达的最大持有者","content":"<p><html><head></head><body>Nvidia Stock Soars, Boosting USD, BOTZ and Other ETFs. Gaming and artificial intelligence chip maker Nvidia soared 14% after the company reported results that beat Wall Street expectations, boosting artificial intelligence, semiconductor and other tech ETFs.</p><p>Nvidia's largest holders<b><a href=\"https://laohu8.com/S/USD\">ProShares Ultra Semiconductors</a></b>With a 19% stake in Nvidia, shares rose 9.2%. Investing in AI companies<b>Global X Robotics & Artificial Intelligence ETF (BOTZ)</b>The largest holding is Nvidia, which holds 9.6%, up 2.1%<b>。</b><img src=\"https://static.tigerbbs.com/d90eb7bd85b1929b1459453193e1507b\" tg-width=\"1518\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><b>Data source: ETF.com</b></p><p>According to ETF.com, 361 ETFs hold<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, is the fifth most-held stock. The largest holder<b>Invesco QQQ Trust (QQQ)</b>With about 32.1 million shares, it's up about 1% today.</p><p>In the statement, Nvidia CEO Jensen Huang said the demand for AI devices is growing. AI's popularity is partly due to widespread focus on the ChatGPT chatbot, and<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet Inc. and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The company's efforts to catch up. Jensen recently called ChatGPT the \"iPhone moment\" for artificial intelligence.</p><p>Huang Renxun said, \"Artificial intelligence is at a turning point, and it is preparing for widespread adoption in various industries, from start-ups to large enterprises. We are seeing increasing interest in the versatility and capabilities of generative AI.\"</p><p>Needham & Co. analyst Rajvindra Gill told reporters that Nvidia's revenue and earnings beat expectations because it was not shipping enough, so its gaming unit could clear inventory and prepare customers for products with its updated Lovelace gaming chip.</p><p>\"An important cycle of upgrades is happening, and we're seeing a rebound in gaming,\" he said.</p><p>Shares of Nvidia have gained nearly $100 so far this year and are trading around $235 on Thursday afternoon.</p><p>Top-performing ETFs holding Nvidia include those that have gained 25% in the past 30 days<b><a href=\"https://laohu8.com/S/VCAR\">Simplify Volt RoboCar Disruption and Tech ETF</a></b>, and a 19% increase in the same period<b>ProShares UltraPro QQQ (TQQQ).</b></p><p>The recent proposed deal with Microsoft bodes well for Nvidia. On Feb. 21, the software giant announced that the companies agreed to form a decade-long alliance to bring its \"Call of Duty\" and other Activision games to Nvidia's platform, subject to regulatory approval.</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>ETF Tracker | Nvidia Stock Surges 14%, Boosts AI, Semiconductor ETFs</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\">\nETF Tracker | Nvidia Stock Surges 14%, Boosts AI, Semiconductor ETFs\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1030108964\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/53452c6d05728a1369e33ffed184d759);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF小帮手 </p>\n<p class=\"h-time smaller\">2023-02-24 11:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Nvidia Stock Soars, Boosting USD, BOTZ and Other ETFs. Gaming and artificial intelligence chip maker Nvidia soared 14% after the company reported results that beat Wall Street expectations, boosting artificial intelligence, semiconductor and other tech ETFs.</p><p>Nvidia's largest holders<b><a href=\"https://laohu8.com/S/USD\">ProShares Ultra Semiconductors</a></b>With a 19% stake in Nvidia, shares rose 9.2%. Investing in AI companies<b>Global X Robotics & Artificial Intelligence ETF (BOTZ)</b>The largest holding is Nvidia, which holds 9.6%, up 2.1%<b>。</b><img src=\"https://static.tigerbbs.com/d90eb7bd85b1929b1459453193e1507b\" tg-width=\"1518\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><b>Data source: ETF.com</b></p><p>According to ETF.com, 361 ETFs hold<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, is the fifth most-held stock. The largest holder<b>Invesco QQQ Trust (QQQ)</b>With about 32.1 million shares, it's up about 1% today.</p><p>In the statement, Nvidia CEO Jensen Huang said the demand for AI devices is growing. AI's popularity is partly due to widespread focus on the ChatGPT chatbot, and<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet Inc. and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The company's efforts to catch up. Jensen recently called ChatGPT the \"iPhone moment\" for artificial intelligence.</p><p>Huang Renxun said, \"Artificial intelligence is at a turning point, and it is preparing for widespread adoption in various industries, from start-ups to large enterprises. We are seeing increasing interest in the versatility and capabilities of generative AI.\"</p><p>Needham & Co. analyst Rajvindra Gill told reporters that Nvidia's revenue and earnings beat expectations because it was not shipping enough, so its gaming unit could clear inventory and prepare customers for products with its updated Lovelace gaming chip.</p><p>\"An important cycle of upgrades is happening, and we're seeing a rebound in gaming,\" he said.</p><p>Shares of Nvidia have gained nearly $100 so far this year and are trading around $235 on Thursday afternoon.</p><p>Top-performing ETFs holding Nvidia include those that have gained 25% in the past 30 days<b><a href=\"https://laohu8.com/S/VCAR\">Simplify Volt RoboCar Disruption and Tech ETF</a></b>, and a 19% increase in the same period<b>ProShares UltraPro QQQ (TQQQ).</b></p><p>The recent proposed deal with Microsoft bodes well for Nvidia. On Feb. 21, the software giant announced that the companies agreed to form a decade-long alliance to bring its \"Call of Duty\" and other Activision games to Nvidia's platform, subject to regulatory approval.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{"161631":"人工智能","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","NVDA":"英伟达","BK4503":"景林资产持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","USD":"ProShares Ultra Semiconductors","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","BK4550":"红杉资本持仓","VCAR":"Simplify Volt RoboCar Disruption and Tech ETF","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4579":"人工智能","QQQ":"纳指100ETF","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4551":"寇图资本持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BOTZ":"Global X Robotics & Artificial Intelligence ETF","TQQQ":"纳指三倍做多ETF","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4527":"明星科技股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4141":"半导体产品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133261392","content_text":"英伟达股价飙升，提振USD，BOTZ等ETF。游戏和人工智能芯片制造商英伟达股价飙升 14%，此前这家公司公布的业绩超出了华尔街的预期，进而提振了人工智能、半导体和其他科技类ETF。英伟达的最大持有者ProShares Ultra Semiconductors 持有英伟达 19% 的股份，股价上涨 9.2%。投资人工智能公司的 Global X Robotics & Artificial Intelligence ETF (BOTZ) 的最大持股是英伟达，持股 9.6%，上涨 2.1%。数据来源：ETF.com根据 ETF.com 的数据，361 只 ETF持有英伟达 ，是第五大持有量最多的股票。最大的持有者景顺 QQQ 信托 (QQQ)拥有约 3210 万股，今天上涨约 1%。英伟达首席执行官黄仁勋在声明中表示，对人工智能设备的需求正在增长。人工智能的火爆部分归功于对 ChatGPT 聊天机器人的广泛关注，以及谷歌母公司 Alphabet Inc. 和微软公司的努力追赶。Jensen 最近将 ChatGPT 称为人工智能的“iPhone 时刻”。黄仁勋称“人工智能正处于一个转折点，它正在为从初创企业到大型企业的各个行业广泛采用做好准备。我们看到人们对生成式 AI 的多功能性和功能的兴趣越来越浓厚。”Needham & Co. 分析师 Rajvindra Gill 告诉记者，英伟达的收入和盈利超出预期，因为它的出货量不足，因此其游戏部门可以清理库存并为客户准备好使用其更新的 Lovelace 游戏芯片的产品。他说：“一个重要的升级周期正在发生，我们看到了游戏领域的反弹。”今年迄今为止，英伟达的股价已上涨近 100 美元，周四下午的交易价格约为 235 美元。持有英伟达的表现最佳的 ETF 包括过去 30 天上涨 25% 的Simplify Volt RoboCar Disruption and Tech ETF ，以及同期上涨 19% 的ProShares UltraPro QQQ (TQQQ) 。最近拟议的与微软的交易对英伟达来说是个好兆头。2 月 21 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08:08","market":"other","language":"zh","title":"Last night and this morning: U.S. stocks rebounded strongly for two consecutive days! U.S. oil hits highest since late July","url":"https://stock-news.laohu8.com/highlight/detail?id=1178595952","media":"老虎资讯综合","summary":"美股三大股指均收涨逾1%，新冠疫苗概念股普遍收涨；投资者风险偏好提振，股市、油市一起涨；白宫警示各机构为可能的政府关门做准备；莫德纳CEO称疫情有望在一年内结束>>>","content":"<p>The three major U.S. stock indexes all closed up more than 1%, and COVID-19 vaccine concept stocks generally closed up; Investors' risk appetite was boosted, and the stock market and oil market rose together; White House warns agencies to prepare for possible government shutdown; Moderna CEO says the epidemic is expected to end within a year > > ></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: U.S. stocks rebounded strongly for two consecutive days! 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U.S. oil hits highest since late July\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\">2021-09-24 08:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The three major U.S. stock indexes all closed up more than 1%, and COVID-19 vaccine concept stocks generally closed up; Investors' risk appetite was boosted, and the stock market and oil market rose together; White House warns agencies to prepare for possible government shutdown; Moderna CEO says the epidemic is expected to end within a year > > ></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178595952","content_text":"美股三大股指均收涨逾1%，新冠疫苗概念股普遍收涨；投资者风险偏好提振，股市、油市一起涨；白宫警示各机构为可能的政府关门做准备；莫德纳CEO称疫情有望在一年内结束>>>","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887482814,"gmtCreate":1632093734938,"gmtModify":1676530697430,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/887482814","repostId":"2168080505","repostType":4,"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128330625,"gmtCreate":1624500785267,"gmtModify":1703838511243,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/128330625","repostId":"1177791519","repostType":4,"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881379340,"gmtCreate":1631310726580,"gmtModify":1676530524246,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881379340","repostId":"1186873632","repostType":4,"repost":{"id":"1186873632","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":1631289506,"share":"https://ttm.financial/m/news/1186873632?lang=en_US&edition=fundamental","pubTime":"2021-09-10 23:58","market":"us","language":"zh","title":"[Change] Q4 revenue increased by 71% year-on-year, and the US version of \"Huabei\" Affirm rose by nearly 30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186873632","media":"老虎资讯综合","summary":"9月10日，美版“花呗”Affirm Holdings涨近30%，2021财年Q4营收同比增71%，月活用户超710万。\n\nAffirm在2021年9月9日盘后公布四季度财报，\n\n总收入为 8.705","content":"<p>On September 10, the US version of \"Huabei\" Affirm Holdings rose nearly 30%, Q4 revenue in fiscal year 2021 increased by 71% year-on-year, and monthly active users exceeded 7.1 million.</p><p><img src=\"https://static.tigerbbs.com/ace310e3d07ad26944ab62283ae47091\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Affirm announced its fourth quarter financial report after the market closed on September 9, 2021.</p><p><ul><li>Total revenue was $870.5 million, an increase of 71%, driven primarily by growth in network revenue and interest income, related to growth in GMV and loans held for investment, respectively.</li><li>Total revenue less transaction costs was $431.4 million compared to $160.9 million in fiscal 2020, driven by strong revenue growth, but transaction costs increased by $90.4 million.</li><li>Operating loss was $379.2 million, compared to $107.8 million in fiscal 2020. The fiscal 2021 operating loss included a year-over-year increase of $257.9 million in the company's post-IPO stock-based compensation and a $64.8 million amortization expense for stock warrants related to the company's commercial agreement with Shopify, offset by a year-over-year decrease in credit loss provisions of $39.2 million.</li><li>Adjusted operating income was $14.3 million compared to adjusted operating loss of $68.3 million.</li><li>Net loss was $4.309 million compared to $11.26 billion in fiscal 2020, including an increase of $2.579 million in stock-based compensation following the IPO and the aforementioned Shopify warrant fees.</li></ul>AFRM Active Consumption, Transaction Frequency, Active Merchant Statistics, 20-21<img src=\"https://static.tigerbbs.com/8ecae450f20a1ba4801caf9132a6d517\" tg-width=\"872\" tg-height=\"536\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Recent business highlights</b></p><p><ul><li>In June 2021, the Company advanced its exclusive partnership with Shopify by offering Shop Pay installments powered exclusively by Affirm to all eligible Shopify merchants in the United States.</li><li>In August 2021, the Company completed the securitization of a $500 million point-of-sale installment loan, the Company's most successful, efficient offering with attractive terms to date.</li><li>In August 2021, the Company announced a non-exclusive partnership with Amazon to offer Affirm's flexible payment solution to consumers shopping on Amazon.com in the United States, enabling them to split the total cost of purchases of $50 or more into simple monthly payments with no late fees or hidden fees. Amazon and Affirm are now testing select customers, and in the coming months, Amazon plans to offer a wider range of Affirm to its customers.</li></ul>Michael Linford, Affirm's Chief Financial Officer, said: \"We ended our fiscal year with another strong set of results as GMV and revenue growth continued to accelerate.\" In the fourth quarter, we delivered strong unit economics while driving greater capital efficiency. The strategic progress we made in fiscal 2021 laid the foundation for our long-term growth. We are confident and excited about the future of Affirm. \"</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>[Change] Q4 revenue increased by 71% year-on-year, and the US version of \"Huabei\" Affirm rose by nearly 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\">\n[Change] Q4 revenue increased by 71% year-on-year, and the US version of \"Huabei\" Affirm rose by nearly 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\">2021-09-10 23:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 10, the US version of \"Huabei\" Affirm Holdings rose nearly 30%, Q4 revenue in fiscal year 2021 increased by 71% year-on-year, and monthly active users exceeded 7.1 million.</p><p><img src=\"https://static.tigerbbs.com/ace310e3d07ad26944ab62283ae47091\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Affirm announced its fourth quarter financial report after the market closed on September 9, 2021.</p><p><ul><li>Total revenue was $870.5 million, an increase of 71%, driven primarily by growth in network revenue and interest income, related to growth in GMV and loans held for investment, respectively.</li><li>Total revenue less transaction costs was $431.4 million compared to $160.9 million in fiscal 2020, driven by strong revenue growth, but transaction costs increased by $90.4 million.</li><li>Operating loss was $379.2 million, compared to $107.8 million in fiscal 2020. The fiscal 2021 operating loss included a year-over-year increase of $257.9 million in the company's post-IPO stock-based compensation and a $64.8 million amortization expense for stock warrants related to the company's commercial agreement with Shopify, offset by a year-over-year decrease in credit loss provisions of $39.2 million.</li><li>Adjusted operating income was $14.3 million compared to adjusted operating loss of $68.3 million.</li><li>Net loss was $4.309 million compared to $11.26 billion in fiscal 2020, including an increase of $2.579 million in stock-based compensation following the IPO and the aforementioned Shopify warrant fees.</li></ul>AFRM Active Consumption, Transaction Frequency, Active Merchant Statistics, 20-21<img src=\"https://static.tigerbbs.com/8ecae450f20a1ba4801caf9132a6d517\" tg-width=\"872\" tg-height=\"536\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Recent business highlights</b></p><p><ul><li>In June 2021, the Company advanced its exclusive partnership with Shopify by offering Shop Pay installments powered exclusively by Affirm to all eligible Shopify merchants in the United States.</li><li>In August 2021, the Company completed the securitization of a $500 million point-of-sale installment loan, the Company's most successful, efficient offering with attractive terms to date.</li><li>In August 2021, the Company announced a non-exclusive partnership with Amazon to offer Affirm's flexible payment solution to consumers shopping on Amazon.com in the United States, enabling them to split the total cost of purchases of $50 or more into simple monthly payments with no late fees or hidden fees. Amazon and Affirm are now testing select customers, and in the coming months, Amazon plans to offer a wider range of Affirm to its customers.</li></ul>Michael Linford, Affirm's Chief Financial Officer, said: \"We ended our fiscal year with another strong set of results as GMV and revenue growth continued to accelerate.\" In the fourth quarter, we delivered strong unit economics while driving greater capital efficiency. The strategic progress we made in fiscal 2021 laid the foundation for our long-term growth. We are confident and excited about the future of Affirm. \"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5f6cd84096ca9b3b893fb788b76d134","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186873632","content_text":"9月10日，美版“花呗”Affirm Holdings涨近30%，2021财年Q4营收同比增71%，月活用户超710万。\n\nAffirm在2021年9月9日盘后公布四季度财报，\n\n总收入为 8.705 亿美元，增长 71%，主要受网络收入和利息收入增长的推动，分别与 GMV 和持有用于投资的贷款增长相关。\n在收入强劲增长的推动下，总收入减去交易成本为 4.314 亿美元，而 2020 财年为 1.609 亿美元，但交易成本增加了 9040 万美元。\n运营亏损为 3.792 亿美元，而 2020 财年为 1.078 亿美元。2021 财年运营亏损包括公司 IPO 后基于股票的薪酬同比增长 2.579 亿美元，以及 6480 万美元的股票摊销费用与公司与 Shopify 的商业协议相关的认股权证，被信用损失准备金同比减少 3,920 万美元所抵消。\n调整后营业收入为 1,430 万美元，而调整后营业亏损为 6,830 万美元。\n净亏损为$ 430.9万美元相比，112.6 $亿在2020财年，包括继IPO和上述Shopify权证费用的基于股票的补偿$ 257.9万元增加。\n\n20-21年AFRM 活跃消费、交易频率、活跃商户统计近期业务亮点\n\n2021 年 6 月，公司通过向美国所有符合条件的 Shopify 商家提供由 Affirm 独家提供支持的 Shop Pay 分期付款来推进与 Shopify 的独家合作伙伴关系。\n2021 年 8 月，公司完成了 5 亿美元的销售点分期贷款证券化，这是公司迄今为止最成功、最高效且条款有吸引力的发行。\n2021 年 8 月，公司宣布与亚马逊建立非独家合作伙伴关系，为在美国 Amazon.com 上购物的消费者提供 Affirm 灵活的支付解决方案，使他们能够将 50 美元或更多的购买总成本分成简单的每月付款，没有滞纳金或隐藏费用。亚马逊和 Affirm 现在正在对选定的客户进行测试，在接下来的几个月中，亚马逊计划向其客户提供更广泛的 Affirm。\n\nAffirm 的首席财务官迈克尔·林福德 (Michael Linford) 表示：“随着 GMV 和收入增长继续加速，我们在结束我们的财政年度时又取得了一系列出色的业绩。”“在第四季度，我们实现了强劲的单位经济效益，同时推动了更高的资本效率。我们在 2021 财年取得的战略进展为我们的长期增长奠定了基础。我们对 Affirm 的未来充满信心和兴奋。”","news_type":1,"symbols_score_info":{"AFRM":0.9}},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168208259,"gmtCreate":1623975351471,"gmtModify":1703825051578,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/168208259","repostId":"1102366839","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931823537,"gmtCreate":1662433259929,"gmtModify":1676537059357,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931823537","repostId":"1139945769","repostType":4,"repost":{"id":"1139945769","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":1662423139,"share":"https://ttm.financial/m/news/1139945769?lang=en_US&edition=fundamental","pubTime":"2022-09-06 08:12","market":"hk","language":"zh","title":"Last night and this morning | European natural gas jumped 35%! OPEC unexpectedly cuts production, oil prices surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1139945769","media":"老虎资讯综合","summary":"摘要：①OPEC+计划10月减产10万桶/日，国际油价大涨；②特拉斯赢了，英国迎来史上第三位女首相；③天然气价格飙升，欧洲无奈“气改煤”，2023年新增煤炭需求6600万吨。海外市场1、因美国劳动节假","content":"<p><html><head></head><body>Abstract: ① OPEC + plans to reduce production by 100,000 barrels per day in October, and international oil prices have soared; ② Truss won, and Britain ushered in the third female prime minister in history; ③ Natural gas prices have soared, and Europe has no choice but to \"switch gas to coal\". In 2023, the new coal demand will be 66 million tons. Overseas Market</p><p>1. U.S. stocks are closed for one day on Monday due to the U.S. Labor Day holiday</p><p>2. Most European stocks closed down, and the German DAX index fell more than 2%</p><p>Most European stocks closed down on Monday, with Germany's DAX index falling 2.22% and France's CAC40 index falling 1.2%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.09%.</p><p>3. U.S. WTI crude oil closed up 2.3% on Monday and once rose more than $90 intraday</p><p>WTI futures for October delivery rose 2.3% to $88.83 a barrel. It climbed to $90.39 at one point earlier. Brent crude oil futures for November delivery rose 2.9% to settle at $95.74 a barrel.</p><p>OPEC +, which includes Russia, plans to cut production by 100,000 barrels per day next month. This move effectively reversed the symbolic increase in production in September. This is OPEC + 's first decision to cut production in more than a year, and Saudi Arabia said that OPEC + will remain proactive after this meeting.</p><p>4. Gold spot prices remained steady and fell 0.13% on Monday.</p><p>Gold futures prices in New York held steady on Monday, recording their biggest one-day gain in a month last trading day. In late trading in the U.S. market, spot gold closed at $1,709.92 per ounce, down $2.26 or 0.13%, with an intraday high of $1,715.67 per ounce and a low of $1,707.60 per ounce.</p><p>International macro</p><p>1. Natural gas prices soar! Europe has no choice but to \"switch gas to coal\" and add 66 million tons of new coal demand in 2023</p><p>The failure of the \"Beixi-1\" natural gas pipeline to resume gas supply has pushed up European natural gas prices again. On September 5, the price of natural gas in the European natural gas futures trading market rose by 72.5 euros to 281 euros per megawatt hour, a sharp increase of 35% from the market price last Friday (2nd).</p><p>Pipeline gas is one of the most important ways of Russian natural gas exports. According to BP data, Russia will account for 45.3% of European pipeline gas imports in 2021. The brokerage research report pointed out that from 2017 to 2021, the average natural gas consumption in the EU will be 16.9 exajoules, and the reduced natural gas consumption is also expected to be replaced by coal. It is expected that Europe will reduce the demand for new coal (5,500 kcal) from September to December 2022. 22.017 million tons, and the new coal demand will increase by 66 million tons in 2023.</p><p>2. Truss won! Britain welcomes its third female prime minister in history</p><p>On Monday (September 5) local time, the new British Prime Minister was officially announced. The 47-year-old Foreign Secretary Liz Truss defeated former Chancellor of the Exchequer Sunak in the internal election of the Conservative Party and became the new leader of the Conservative Party. He will also take over the post of British Prime Minister from Boris Johnson. Truss is also the third female prime minister in British history after Margaret Thatcher and Theresa May.</p><p>3. OPEC plans to cut production by 100,000 barrels per day in October, demonstrating its determination to stabilize oil prices</p><p>On Monday (September 5) local time, the Organization of the Petroleum Exporting Countries and its partners (OPEC +) held its 32nd ministerial meeting. OPEC + decided to slightly reduce production by 100,000 barrels per day in October. At the same time, it expressed its willingness to hold an ad hoc meeting at any time before the October meeting to adjust production.</p><p>4. Saudi Oil Minister explains OPEC's unexpected production cut: it is a proactive and forward-looking decision</p><p>On Monday (September 5) local time, Saudi Energy Minister Prince Abdulaziz bin Salman said that OPEC (Organization of the Petroleum Exporting Countries) has always maintained a serious attitude towards managing the global crude oil market and will take \"precautionary\" actions when necessary.</p><p>He told the media that although this adjustment (production reduction) is small, it is intended to show an \"attitude\" of the organization-OPEC will be focused, forward-looking, and proactive in supporting market stability and effectiveness. Proactive, the results can benefit both market participants and the industry.</p><p>5. Bank of England officials call for increased monetary tightening and may follow the Fed's rate hike path in the future</p><p>Bank of England official Catherine Mann called on the bank to take \"strong\" action as soon as possible to control inflation. Market analysis shows that she may support a larger interest rate hike at next week's interest rate meeting.</p><p>Mann is one of the more hawkish members of the nine-member Policy Committee (MPC). According to the speech published by the Bank of England official website, she believes that the British people's expectations for consumer price levels have become stable, and central bank officials cannot be satisfied with the previous cumulative rate hike.</p><p>6. The energy crisis escalates again. German Foreign Minister: EU internal unity faces a severe test this winter</p><p>On Monday (September 5) local time, German Foreign Minister Baerbock said that in view of the uncertainty of Russian natural gas supply, the unity within the EU will face a severe test this winter.</p><p>Last Friday, Gazprom (Gazprom) announced that due to an oil leak from the turbine, the Nord Stream 1 natural gas pipeline will not restart on Saturday as scheduled. Natural gas supply will not be restored until the relevant problems are resolved. However, it is not yet possible to determine when it will resume.</p><p>The move marks another escalation in Europe's energy crisis, with Nord Stream 1, the largest single pipeline from Russia to Germany, carrying 55 billion cubic meters of gas a year. On Monday, European natural gas futures soared more than 30% during the day.</p><p>7. Kremlin: Nord Stream supply cut-off is the West's own fault and will counter the G7 Russian oil price cap plan</p><p>On Monday (September 5) local time, the Russian Kremlin stated that it was the West that triggered the worst natural gas supply crisis in Europe's history. The Kremlin also warned the Group of Seven (G7) that Moscow would fight back against its plan to impose a price cap on Russian oil.</p><p>8. Europe's largest nuclear power plant was disconnected from the Ukrainian power grid after shelling around it damaged transmission lines</p><p>According to the Ukrainian National News Agency, on Monday (September 5) local time, Ukraine's national nuclear power company Energoatom issued a statement saying that due to a fire caused by shelling, the last transmission line connecting the Zaporizhzhia Nuclear Power Plant and the Ukrainian energy system was disconnected, and the Zaporizhzhia Nuclear Power Plant Unit 6 has been disconnected.</p><p>Energoatom said that in the past three days, several transmission lines have been damaged due to intensive shelling of the site of the Zaporizhzhia nuclear power plant.</p><p>The situation between Russia and Ukraine</p><p>1. The International Atomic Energy Agency expert team will end its mission at Zaporizhzhia nuclear power plant</p><p>On the 5th local time, Sputnik news agency & radio quoted Rogov, a representative of the Ukrainian Zaporizhzhia Oblast government, as saying that the members of the IAEA expert team currently staying at the Zaporizhzhia nuclear power plant will finish their work on the 6th local time, and their further plans are still unclear. The expert group will leave on the 6th local time, and the stay time may also be extended.</p><p>2. Russia says the radiation situation near Zaporizhzhia nuclear power plant is still normal</p><p>The Russian Ministry of Defense issued an announcement on the 4th local time stating that although the International Atomic Energy Agency expert team is still working at the Zaporizhzhia Nuclear Power Plant, the Ukrainian army continues to launch attacks on the nuclear power plant area.</p><p>The announcement of the Russian Ministry of Defense stressed that the radiation situation near the nuclear power plant is still normal.</p><p>3. Russian Presidential Press Secretary: Russia's negotiation conditions have not changed</p><p>According to a report by the TASS news agency on the 4th local time, in a Russian news column broadcast that day, Russian Presidential Press Secretary Peskov answered a question about \"whether it is still necessary for Russia to negotiate with Ukrainian President Zelensky?\" He said, \"Of course there are talks about how to fulfill the conditions given by Russia.\"</p><p>When asked whether Russia's conditions have changed, Peskov emphasized that \"there is no change.\" He said that the special military operation is proceeding step by step and all goals will be achieved.</p><p>4. Germany says it will not stop supporting Ukraine</p><p>According to a statement issued by the German federal government on the 4th local time, German Chancellor Scholz met with visiting Ukrainian Prime Minister Shmegar in Berlin that day and stated that Germany will not stop supporting Ukraine.</p><p>According to the statement, Scholz told Shmegar that Germany will not stop supporting Ukraine militarily, politically, financially and humanitarily. Scholz also said that it is necessary to make long-term preparations for Ukraine's reconstruction. As the rotating presidency of the G7, Germany will hold an international conference in Berlin in late October, together with the European Commission, to discuss Ukraine's reconstruction work.</p><p>Market View</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Believes that despite the recent agreement of the Group of Seven (G7) to set a price cap on Russian crude oil, oil prices could still surge to $125 a barrel in 2023. Goldman Sachs warned on Friday that any price cap would be \"theoretically bearish, actually bullish\" on oil prices, as Russia could respond by cutting exports to G7 countries.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>European companies are facing their biggest drop in profit margins in more than a decade amid an escalating energy crisis and rising inflation, strategists said. Morgan Stanley strategists led by Graham Secker wrote in a note: \"The margin outlook is likely to become much more difficult next year as the pricing power of European companies begins to weaken. Our leading margin indicators show that European companies Profit margins will fall the most since the global financial crisis.\"</p><p>Company News</p><p>1. Volkswagen seeks to overcome difficult market conditions and advance Porsche's IPO plan this year</p><p>Despite difficult market conditions, Volkswagen has decided to push forward its plan to list a minority stake in sports car brand Porsche this year, which is expected to become one of the largest IPOs in Europe. Volkswagen said in an announcement on Monday that it plans to conduct a Porsche IPO in late September or early October, still subject to further development in the capital market.</p><p>2. U.S. pharmacy and insurance giant CVS will acquire households for $30.50 per share<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>CompanySignify Health</p><p>U.S. pharmacy and insurance giant CVS agreed on Monday to buy home healthcare services company Signify Health for $30.50 per share, with a total deal price of about $8 billion. The move will allow CVS to provide further care services to patients at home.</p><p>CVS expects the deal to close in the first half of 2023 and expects the acquisition to generate a \"meaningful\" increase in earnings. CVS CEO Karen Lynch said the companies will work with regulators to review any antitrust issues in the deal.</p><p>3. Meta fined $400 million for processing children's data</p><p>Meta was fined about $400 million for violating the European Union's data privacy laws for handling children's data on Instagram. It is the latest in a series of measures taken by European and US authorities to crack down on companies collecting and sharing information about young people online.</p><p>The Irish Data Protection Commission said that it decided on September 2nd that this fine issued under the General Data Protection Regulation would be one of the largest fines so far.</p><p>4. Biography<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Entering the Japanese prescription drug market next year: cooperating with pharmacies to sell drugs online</p><p>According to Nikkei Asia, people familiar with the matter said today that Amazon is considering entering the Japanese prescription drug market. This may be a turning point for physical pharmacies in Japan.</p><p>Amazon plans to partner with small and medium-sized pharmacies in Japan to create a prescription drug sales platform, people familiar with the matter said. After the user places an order online, he can sit at home and wait for delivery. Through the platform, patients can also receive online guidance on how to take medications.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | European natural gas jumped 35%! OPEC unexpectedly cuts production, oil prices surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | European natural gas jumped 35%! OPEC unexpectedly cuts production, oil prices surge\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-06 08:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① OPEC + plans to reduce production by 100,000 barrels per day in October, and international oil prices have soared; ② Truss won, and Britain ushered in the third female prime minister in history; ③ Natural gas prices have soared, and Europe has no choice but to \"switch gas to coal\". In 2023, the new coal demand will be 66 million tons. Overseas Market</p><p>1. U.S. stocks are closed for one day on Monday due to the U.S. Labor Day holiday</p><p>2. Most European stocks closed down, and the German DAX index fell more than 2%</p><p>Most European stocks closed down on Monday, with Germany's DAX index falling 2.22% and France's CAC40 index falling 1.2%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.09%.</p><p>3. U.S. WTI crude oil closed up 2.3% on Monday and once rose more than $90 intraday</p><p>WTI futures for October delivery rose 2.3% to $88.83 a barrel. It climbed to $90.39 at one point earlier. Brent crude oil futures for November delivery rose 2.9% to settle at $95.74 a barrel.</p><p>OPEC +, which includes Russia, plans to cut production by 100,000 barrels per day next month. This move effectively reversed the symbolic increase in production in September. This is OPEC + 's first decision to cut production in more than a year, and Saudi Arabia said that OPEC + will remain proactive after this meeting.</p><p>4. Gold spot prices remained steady and fell 0.13% on Monday.</p><p>Gold futures prices in New York held steady on Monday, recording their biggest one-day gain in a month last trading day. In late trading in the U.S. market, spot gold closed at $1,709.92 per ounce, down $2.26 or 0.13%, with an intraday high of $1,715.67 per ounce and a low of $1,707.60 per ounce.</p><p>International macro</p><p>1. Natural gas prices soar! Europe has no choice but to \"switch gas to coal\" and add 66 million tons of new coal demand in 2023</p><p>The failure of the \"Beixi-1\" natural gas pipeline to resume gas supply has pushed up European natural gas prices again. On September 5, the price of natural gas in the European natural gas futures trading market rose by 72.5 euros to 281 euros per megawatt hour, a sharp increase of 35% from the market price last Friday (2nd).</p><p>Pipeline gas is one of the most important ways of Russian natural gas exports. According to BP data, Russia will account for 45.3% of European pipeline gas imports in 2021. The brokerage research report pointed out that from 2017 to 2021, the average natural gas consumption in the EU will be 16.9 exajoules, and the reduced natural gas consumption is also expected to be replaced by coal. It is expected that Europe will reduce the demand for new coal (5,500 kcal) from September to December 2022. 22.017 million tons, and the new coal demand will increase by 66 million tons in 2023.</p><p>2. Truss won! Britain welcomes its third female prime minister in history</p><p>On Monday (September 5) local time, the new British Prime Minister was officially announced. The 47-year-old Foreign Secretary Liz Truss defeated former Chancellor of the Exchequer Sunak in the internal election of the Conservative Party and became the new leader of the Conservative Party. He will also take over the post of British Prime Minister from Boris Johnson. Truss is also the third female prime minister in British history after Margaret Thatcher and Theresa May.</p><p>3. OPEC plans to cut production by 100,000 barrels per day in October, demonstrating its determination to stabilize oil prices</p><p>On Monday (September 5) local time, the Organization of the Petroleum Exporting Countries and its partners (OPEC +) held its 32nd ministerial meeting. OPEC + decided to slightly reduce production by 100,000 barrels per day in October. At the same time, it expressed its willingness to hold an ad hoc meeting at any time before the October meeting to adjust production.</p><p>4. Saudi Oil Minister explains OPEC's unexpected production cut: it is a proactive and forward-looking decision</p><p>On Monday (September 5) local time, Saudi Energy Minister Prince Abdulaziz bin Salman said that OPEC (Organization of the Petroleum Exporting Countries) has always maintained a serious attitude towards managing the global crude oil market and will take \"precautionary\" actions when necessary.</p><p>He told the media that although this adjustment (production reduction) is small, it is intended to show an \"attitude\" of the organization-OPEC will be focused, forward-looking, and proactive in supporting market stability and effectiveness. Proactive, the results can benefit both market participants and the industry.</p><p>5. Bank of England officials call for increased monetary tightening and may follow the Fed's rate hike path in the future</p><p>Bank of England official Catherine Mann called on the bank to take \"strong\" action as soon as possible to control inflation. Market analysis shows that she may support a larger interest rate hike at next week's interest rate meeting.</p><p>Mann is one of the more hawkish members of the nine-member Policy Committee (MPC). According to the speech published by the Bank of England official website, she believes that the British people's expectations for consumer price levels have become stable, and central bank officials cannot be satisfied with the previous cumulative rate hike.</p><p>6. The energy crisis escalates again. German Foreign Minister: EU internal unity faces a severe test this winter</p><p>On Monday (September 5) local time, German Foreign Minister Baerbock said that in view of the uncertainty of Russian natural gas supply, the unity within the EU will face a severe test this winter.</p><p>Last Friday, Gazprom (Gazprom) announced that due to an oil leak from the turbine, the Nord Stream 1 natural gas pipeline will not restart on Saturday as scheduled. Natural gas supply will not be restored until the relevant problems are resolved. However, it is not yet possible to determine when it will resume.</p><p>The move marks another escalation in Europe's energy crisis, with Nord Stream 1, the largest single pipeline from Russia to Germany, carrying 55 billion cubic meters of gas a year. On Monday, European natural gas futures soared more than 30% during the day.</p><p>7. Kremlin: Nord Stream supply cut-off is the West's own fault and will counter the G7 Russian oil price cap plan</p><p>On Monday (September 5) local time, the Russian Kremlin stated that it was the West that triggered the worst natural gas supply crisis in Europe's history. The Kremlin also warned the Group of Seven (G7) that Moscow would fight back against its plan to impose a price cap on Russian oil.</p><p>8. Europe's largest nuclear power plant was disconnected from the Ukrainian power grid after shelling around it damaged transmission lines</p><p>According to the Ukrainian National News Agency, on Monday (September 5) local time, Ukraine's national nuclear power company Energoatom issued a statement saying that due to a fire caused by shelling, the last transmission line connecting the Zaporizhzhia Nuclear Power Plant and the Ukrainian energy system was disconnected, and the Zaporizhzhia Nuclear Power Plant Unit 6 has been disconnected.</p><p>Energoatom said that in the past three days, several transmission lines have been damaged due to intensive shelling of the site of the Zaporizhzhia nuclear power plant.</p><p>The situation between Russia and Ukraine</p><p>1. The International Atomic Energy Agency expert team will end its mission at Zaporizhzhia nuclear power plant</p><p>On the 5th local time, Sputnik news agency & radio quoted Rogov, a representative of the Ukrainian Zaporizhzhia Oblast government, as saying that the members of the IAEA expert team currently staying at the Zaporizhzhia nuclear power plant will finish their work on the 6th local time, and their further plans are still unclear. The expert group will leave on the 6th local time, and the stay time may also be extended.</p><p>2. Russia says the radiation situation near Zaporizhzhia nuclear power plant is still normal</p><p>The Russian Ministry of Defense issued an announcement on the 4th local time stating that although the International Atomic Energy Agency expert team is still working at the Zaporizhzhia Nuclear Power Plant, the Ukrainian army continues to launch attacks on the nuclear power plant area.</p><p>The announcement of the Russian Ministry of Defense stressed that the radiation situation near the nuclear power plant is still normal.</p><p>3. Russian Presidential Press Secretary: Russia's negotiation conditions have not changed</p><p>According to a report by the TASS news agency on the 4th local time, in a Russian news column broadcast that day, Russian Presidential Press Secretary Peskov answered a question about \"whether it is still necessary for Russia to negotiate with Ukrainian President Zelensky?\" He said, \"Of course there are talks about how to fulfill the conditions given by Russia.\"</p><p>When asked whether Russia's conditions have changed, Peskov emphasized that \"there is no change.\" He said that the special military operation is proceeding step by step and all goals will be achieved.</p><p>4. Germany says it will not stop supporting Ukraine</p><p>According to a statement issued by the German federal government on the 4th local time, German Chancellor Scholz met with visiting Ukrainian Prime Minister Shmegar in Berlin that day and stated that Germany will not stop supporting Ukraine.</p><p>According to the statement, Scholz told Shmegar that Germany will not stop supporting Ukraine militarily, politically, financially and humanitarily. Scholz also said that it is necessary to make long-term preparations for Ukraine's reconstruction. As the rotating presidency of the G7, Germany will hold an international conference in Berlin in late October, together with the European Commission, to discuss Ukraine's reconstruction work.</p><p>Market View</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Believes that despite the recent agreement of the Group of Seven (G7) to set a price cap on Russian crude oil, oil prices could still surge to $125 a barrel in 2023. Goldman Sachs warned on Friday that any price cap would be \"theoretically bearish, actually bullish\" on oil prices, as Russia could respond by cutting exports to G7 countries.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>European companies are facing their biggest drop in profit margins in more than a decade amid an escalating energy crisis and rising inflation, strategists said. Morgan Stanley strategists led by Graham Secker wrote in a note: \"The margin outlook is likely to become much more difficult next year as the pricing power of European companies begins to weaken. Our leading margin indicators show that European companies Profit margins will fall the most since the global financial crisis.\"</p><p>Company News</p><p>1. Volkswagen seeks to overcome difficult market conditions and advance Porsche's IPO plan this year</p><p>Despite difficult market conditions, Volkswagen has decided to push forward its plan to list a minority stake in sports car brand Porsche this year, which is expected to become one of the largest IPOs in Europe. Volkswagen said in an announcement on Monday that it plans to conduct a Porsche IPO in late September or early October, still subject to further development in the capital market.</p><p>2. U.S. pharmacy and insurance giant CVS will acquire households for $30.50 per share<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>CompanySignify Health</p><p>U.S. pharmacy and insurance giant CVS agreed on Monday to buy home healthcare services company Signify Health for $30.50 per share, with a total deal price of about $8 billion. The move will allow CVS to provide further care services to patients at home.</p><p>CVS expects the deal to close in the first half of 2023 and expects the acquisition to generate a \"meaningful\" increase in earnings. CVS CEO Karen Lynch said the companies will work with regulators to review any antitrust issues in the deal.</p><p>3. Meta fined $400 million for processing children's data</p><p>Meta was fined about $400 million for violating the European Union's data privacy laws for handling children's data on Instagram. It is the latest in a series of measures taken by European and US authorities to crack down on companies collecting and sharing information about young people online.</p><p>The Irish Data Protection Commission said that it decided on September 2nd that this fine issued under the General Data Protection Regulation would be one of the largest fines so far.</p><p>4. Biography<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Entering the Japanese prescription drug market next year: cooperating with pharmacies to sell drugs online</p><p>According to Nikkei Asia, people familiar with the matter said today that Amazon is considering entering the Japanese prescription drug market. This may be a turning point for physical pharmacies in Japan.</p><p>Amazon plans to partner with small and medium-sized pharmacies in Japan to create a prescription drug sales platform, people familiar with the matter said. After the user places an order online, he can sit at home and wait for delivery. Through the platform, patients can also receive online guidance on how to take medications.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF",".SPX":"S&P 500 Index","SCO":"二倍做空彭博原油指数ETF","BK4570":"地缘局势概念股","DUG":"二倍做空石油与天然气ETF(ProShares)","UGAZ":"三倍做多天然气ETN(VelocityShares)","DDG":"ProShares做空石油与天然气ETF","DWT":"三倍做空原油ETN",".DJI":"道琼斯","DGAZ":"三倍做空天然气ETN(VelocityShares)","UNG":"美国天然气基金",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139945769","content_text":"摘要：①OPEC+计划10月减产10万桶/日，国际油价大涨；②特拉斯赢了，英国迎来史上第三位女首相；③天然气价格飙升，欧洲无奈“气改煤”，2023年新增煤炭需求6600万吨。海外市场1、因美国劳动节假期美股周一休市一天2、欧股收盘多数下跌德国DAX指数跌逾2%欧股周一收盘多数下跌，德国DAX指数跌2.22%，法国CAC40指数跌1.2%，英国富时100指数涨0.09%。3、美国WTI原油周一收高2.3% 盘中一度涨超90美元10月交割的WTI期货上涨2.3%，至每桶88.83美元。早些时候一度攀升至90.39美元。11月交割的布伦特原油期货上涨2.9%，结算价报每桶95.74美元。包括俄罗斯在内的OPEC+计划下个月将日产量削减10万桶。这一举动实际上扭转了9月象征性增产的局面。这是OPEC+一年多以来的首个减产决定，沙特阿拉伯表示，此次会议后OPEC+将保持积极主动。4、周一黄金现货价格持稳 下跌0.13%纽约黄金期货价格周一持稳，上个交易日录得一个月来最大单日涨幅。美市尾盘，现货黄金收报1709.92美元/盎司，下跌2.26美元或0.13%，日内最高触及1715.67美元/盎司，最低触及1707.60美元/盎司。国际宏观1、天然气价格飙升！欧洲无奈“气改煤” 2023年新增煤炭需求6600万吨“北溪-1”天然气管道未能恢复供气将欧洲天然气价格再度推高。9月5日，欧洲天然气期货交易市场的天然气价格上涨了72.5欧元，达到了每兆瓦时281欧元，比上周五(2日)的市场价格大幅上涨了35%。管道气是俄罗斯天然气出口最主要的方式之一，根据BP数据，2021年俄罗斯占欧洲管道气进口份额为45.3%。券商研报指出，2017-2021年，欧盟天然气平均消费量为16.9艾焦耳，削减的天然气用量也有望被煤炭替代，预计2022年9-12月欧洲削减天然气新增煤炭(5500大卡)需求约2201.7万吨，2023年将新增煤炭需求6600万吨。2、特拉斯赢了！英国迎来史上第三位女首相当地时间周一(9月5日)，英国新任首相正式揭晓，现年47岁的外交大臣利兹·特拉斯在保守党内部选举中击败前财政大臣苏纳克，成为保守党新任党魁的同时，也将从鲍里斯·约翰逊接过英国首相一职。特拉斯也是继撒切尔夫人和特雷莎·梅之后，英国历史上第三位女首相。3、OPEC+计划10月减产10万桶/日 展现稳定油价决心当地时间周一(9月5日)，石油输出国组织及其合作伙伴(OPEC+)召开第32届部长级会议，OPEC+决定10月小幅减产10万桶/日，同时表示，愿意在10月会议之前随时召开临时会议，以调整产量。4、沙特油长解释欧佩克意外减产：系积极主动、具有前瞻性的决定当地时间周一(9月5日)，沙特能源大臣阿卜杜勒阿齐兹·本·萨勒曼亲王表示，欧佩克(石油输出国组织)对管理全球原油市场保持一贯严肃的态度，在必要时将采取“未雨绸缪”式的行动。他告诉媒体，虽然这一调整(减产)幅度较小，但意在表明该组织的一个“态度”——在支持市场稳定和有效方面，欧佩克将是专注投入的、具有前瞻性的、并且积极主动的，结果能让市场参与者和行业都受益。5、英国央行官员呼吁加码货币紧缩 未来或效仿美联储加息路径英国央行官员曼恩(Catherine Mann)呼吁该行尽快采取“强有力的”行动来控制通胀，市场分析她可能在下周的议息会议上支持较大幅度的升息。曼恩是政策委员会(MPC)9人中较为鹰派的成员之一。英国央行官网公布的演讲稿显示，她认为英国人对消费物价水平的预期已经变得稳固，央行官员们不能满足于此前累计加息的幅度。6、能源危机再次升级 德国外长：今冬欧盟内部团结面临严峻考验当地时间周一(9月5日)，德国外交部长贝尔伯克表示，鉴于俄罗斯天然气供应的不确定性，今年冬季欧盟内部的团结面临严峻考验。上周五，俄罗斯天然气工业股份公司(俄气公司)宣布，由于涡轮机出现漏油问题，北溪1号天然气管道不会按时于周六重启，在相关问题解决后才能恢复天然气供应，但目前尚无法确定具体何时恢复。此举标志着欧洲能源危机再次升级，北溪1号是俄罗斯向德国输送天然气的最大单一管道，每年输送550亿立方米的天然气。周一，欧洲天然气期货日内一度暴涨逾30%。7、克宫：北溪断供是西方咎由自取 将反击G7俄油价格上限计划当地时间周一(9月5日)，俄罗斯克里姆林宫表示，正是西方引发了欧洲有史以来最严重的天然气供应危机。克宫还警告七国集团(G7)，莫斯科将反击其针对俄罗斯石油实行价格上限的计划。8、欧洲最大核电站与乌克兰电网断开连接 此前周围受到炮击致输电线路受损据乌克兰国家通讯社报道，当地时间周一(9月5日)，乌克兰国家核电公司Energoatom发表声明表示，由于炮击引发的火灾，连接扎波罗热核电站与乌能源系统最后一条输电线路断开，扎波罗热核电站6号机组已断网。Energoatom称， 在过去的三天里，由于扎波罗热核电站所在地受到密集炮击，多条输电线路受损。俄乌局势1、国际原子能机构专家团将结束在扎波罗热核电站的任务俄罗斯卫星通讯社当地时间5日援引乌克兰扎波罗热州政府代表罗戈夫的话报道称，目前留在扎波罗热核电站的国际原子能机构专家团成员将于当地时间6日结束工作任务，其进一步计划尚不清楚。专家团将于当地时间6日离开，也可能延长停留时间。2、俄方称扎波罗热核电站附近辐射情况仍然正常俄国防部当地时间4日发布公告称，尽管国际原子能机构专家团还在扎波罗热核电站工作，但乌军继续对该核电站区域发动袭击。俄国防部的公告强调，核电站附近的辐射情况仍然正常。3、俄总统新闻秘书：俄方谈判条件没有变化据塔斯社当地时间4日报道，在当天播出的一档俄新闻栏目中，俄总统新闻秘书佩斯科夫在回答关于“俄是否还有必要和乌总统泽连斯基进行谈判”的问题时说，“当然有的谈，要谈如何完成俄罗斯给定的条件。”在被追问“俄罗斯的条件是否有变化”时，佩斯科夫强调“没有变化”，他称，特别军事行动正在按步骤进行，所有的目标都会达成。4、德国称不会停止对乌克兰的支持根据德国联邦政府当地时间4日发表的声明，德国总理朔尔茨当天在柏林会见到访的乌克兰总理什梅加尔，并表示，德国不会停止对乌克兰的支持。声明称，朔尔茨对什梅加尔表示，德国不会停止在军事、政治、财政和人道主义方面支持乌克兰。朔尔茨还说，有必要为乌克兰重建做好长期准备。作为七国集团轮值主席国，德国将同欧盟委员会一道，于10月下旬在柏林召开国际会议，讨论乌克兰重建工作。市场观点高盛认为，尽管七国集团(G7)最近达成了对俄罗斯原油设定价格上限的协议，但油价在2023年仍可能飙升至每桶125美元。高盛上周五警告称，任何价格上限对油价都将是“理论上看空，实际上看多”，因为俄罗斯的回应可能是削减对G7国家的出口。摩根士丹利策略师表示，在能源危机不断升级和通胀加剧的背景下，欧洲企业的利润率正面临10多年来的最大降幅。以Graham Secker为首的大摩策略师在一份报告中写道：“随着欧洲企业的定价权开始减弱，明年利润率前景可能会变得困难得多。我们的利润率领先指标显示，欧洲企业利润率将出现全球金融危机以来的最大降幅。”公司新闻1、大众汽车寻求克服艰难市况 推进保时捷今年IPO的计划尽管市况艰难，大众汽车仍决定推进跑车品牌保时捷少数股权今年上市的计划，这有望成为欧洲规模最大的IPO交易之一。大众汽车周一在公告中表示，计划在9月底或10月初进行保时捷IPO，仍要视资本市场的进一步发展而定。2、美国药店和保险巨头CVS将以每股30.50美元收购家庭医疗保健服务公司Signify Health美国药店和保险巨头CVS周一同意以每股30.50美元的价格收购家庭医疗保健服务公司Signify Health，交易总价约80亿美元。此举将使CVS能够在家中为患者提供进一步的护理服务。CVS预计这笔交易将于2023年上半年完成，并预计此次收购将对收益产生“有意义的”增长。CVS首席执行官 Karen Lynch表示，两家公司将与监管机构合作，审查交易中的任何反垄断问题。3、Meta因处理儿童数据被罚款4亿美元Meta因在Instagram上处理儿童数据而违反了欧盟的数据隐私法，被罚款约4亿美元。这是欧洲和美国当局打击公司在网上收集和分享有关年轻人的信息的一系列措施的最新举措。爱尔兰数据保护委员会表示，它于9月2日决定，根据《通用数据保护条例》开出的此项罚单，将是迄今为止金额最大的罚单之一。4、传亚马逊明年进军日本处方药市场：与药店合作网上卖药据日经亚洲报道，知情人士今日称，亚马逊正考虑进军日本的处方药市场。这对日本的实体药店来说，可能是一个转折点。知情人士称，亚马逊计划与日本的中小型药店合作，创建一个处方药销售平台。用户在线下单后，坐在家里等待送货即可。通过该平台上，患者还可以接收有关如何服用药物的在线指导。","news_type":1,"symbols_score_info":{"DWTIF":0.9,"SCO":0.9,"UNG":0.9,"NGmain":0.9,"CLmain":0.9,"DGAZ":0.9,"DWT":0.9,"DDG":0.9,"DUG":0.9,"UWTIF":0.9,"USO":0.9,"BZmain":0.9,"QMmain":0.9,"UCO":0.9,".DJI":0.9,"QGmain":0.9,".IXIC":0.9,".SPX":0.9,"UGAZ":0.9}},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026888714,"gmtCreate":1653354513838,"gmtModify":1676535266413,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026888714","repostId":"1133538976","repostType":4,"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162534893,"gmtCreate":1624067580912,"gmtModify":1703828032277,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162534893","repostId":"1145549454","repostType":4,"repost":{"id":"1145549454","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":1624062837,"share":"https://ttm.financial/m/news/1145549454?lang=en_US&edition=fundamental","pubTime":"2021-06-19 08:33","market":"hk","language":"zh","title":"Last night and this morning: The Fed's big doves turned hawks! European and American stock markets fell sharply","url":"https://stock-news.laohu8.com/highlight/detail?id=1145549454","media":"老虎资讯综合","summary":"摘要：道指本周累跌3.45%，创2020年10月以来最大周跌幅；欧洲三大股指全线收跌，$英国富时100$指数跌近2%；国际金价收跌，报于1770美元关口之下；美联储官员再发鹰派讲话，布拉德称最早明年加息；$爱回收$正式登陆纽交所，IPO首日收盘大涨近23%等。美东时间周五，美股全线下跌，道指连续五个交易日下滑，创2020年10月以来的最大周跌幅。卡什卡利的言论表明，在日益鹰派的美联储中，他属于明显的少数派。","content":"<p>Summary: The Dow Jones Industrial Average fell 3.45% this week, the largest weekly decline since October 2020; The three major European stock indexes closed down across the board.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell nearly 2%; The international gold price closed lower, below the $1,770 mark; Fed officials made another hawkish speech, Bullard said rate hike as early as next year;<a href=\"https://laohu8.com/S/RERE\">Love Recycling</a>Officially landed on the New York Stock Exchange, the first day of IPO closed up nearly 23%, etc. Overseas Market</p><p>The Dow fell 3.45% this week, its largest weekly drop since October 2020</p><p>On Friday Eastern Time, U.S. stocks fell across the board, with the Dow falling for five consecutive trading days, its largest weekly decline since October 2020. As of the close, the Dow fell 533.37 points, or 1.58%, to 33290.08 points; The Nasdaq fell 130.97 points, or 0.92%, to 14030.38 points; The S&P 500 fell 55.41 points, or 1.31%, to 4,166.45 points. On the disk, banking stocks and energy stocks fell, most large U.S. technology stocks closed down, and Chinese concept education stocks rebounded.</p><p>Three major European stock indexes closed lower across the board in the UK<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100 Index</a>Fell nearly 2%</p><p>On Friday, European time, the three major European stock indexes closed down across the board.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell nearly 2%. As of the close, the average price index of 100 stocks in the Financial Times of London stock market closed at 7017.47 points on the 18th, down 135.96 points or 1.90% from the previous trading day. The CAC40 index of Paris stock market closed at 6,569.16 points on the 18th, down 97.10 points or 1.46% from the previous trading day. The DAX index of Frankfurt stock market in Germany fell 279.63 points, or 1.78%, to close at 15,448.04 points on the 18th.</p><p>International gold prices closed lower below the $1,770 mark</p><p>On Friday, Eastern Time, the international gold price closed lower, trading below the $1,770 mark. As of the close, the most actively traded August gold futures price in the New York Mercantile Exchange gold futures market fell by US $5.8 from the previous trading day on the 18th, closing at US $1,769 per ounce, a decrease of 0.33%.</p><p>International oil prices rose slightly, Brent oil closed up 0.59%</p><p>On Friday Eastern Time, international oil prices rose slightly, with Brent oil closing up 0.59%. As of the close, New York July crude oil futures closed up $0.60, or 0.84%, at $71.64 per barrel; Brent crude oil futures for August closed up $0.43, or 0.59%, at $73.51 per barrel.</p><p>International macro</p><p>Kashkari: I hope to keep interest rates unchanged until at least the end of 2023. The \"dot plot\" has stale and should be abolished</p><p>On Friday (June 18), Minneapolis Fed President Neel Kashkari said he hopes to keep the Fed's benchmark short-term interest rate near zero until at least the end of 2023 to restore the labor market to the new crown. Pre-pandemic levels. \"It was meant to be a tool to provide dovish forward guidance,\" Kashkari said of the \"dot plot.\" \"It ended up being a tool to provide forward guidance to the hawks … I still think we should do away with the\" dot plot. \"Kashkari's comments suggest that he is in a clear minority in an increasingly hawkish Fed.</p><p>The new \"Eagle King\"? Fed Bullard expects rate hike as early as 2022</p><p>St. Louis Federal Reserve Chairman James Bullard told CNBC on Friday that he expects to raise interest rates for the first time in late 2022 as inflation rises faster than previously expected. The outlook forecast released by the Federal Open Market Committee on Wednesday sent a shock to financial markets. The committee has a median estimate of up to two rate hike in 2023, having previously hinted in March that there would be no rate hike. Bullard has described the Fed's move this week on several occasions as \"hawkish,\" that is, a tendency toward tighter monetary policy than prevailing since the pandemic.</p><p>This central bank may conduct rate hike in early 2023 and rate hike three times this year</p><p>The Federal Reserve is not the leader when it comes to withdrawing from easing, and other central banks around the world are not just stuck where they are. The Bank of Canada and the Reserve Bank of New Zealand are also turning to a hawkish stance, with the Bank of England following suit. According to the latest forecast of investment banks, the Reserve Bank of Australia will raise interest rates in early 2023 and three times in a year, with a total rate hike of 65 basis points. $West<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>Bank (WBC.AU) $chief economist said the Reserve Bank of Australia (RBA) is expected to start raising key interest rates in early 2023, when key indicators set by policymakers for the economy will be met.</p><p>Bank of England will ignore temporary rise in inflation and focus on protecting economic recovery</p><p>The latest survey suggests UK inflation could rise above 3pc until it rattles the Bank of England. Analysts also said the UK economy will expand faster than previously expected this quarter as more anti-epidemic restrictions are lifted. The Bank of England set an inflation target of 2%, but inflation unexpectedly surpassed this target in May this year, reaching 2.1%, the first time in nearly two years that inflation surpassed the target.</p><p>Company News</p><p><a href=\"https://laohu8.com/NW/2144777835\" target=\"_blank\">Baker Hughes: U.S. drillers add oil and gas rigs for second week in a row</a></p><p>American oilfield services company<a href=\"https://laohu8.com/S/BKR\">Baker Hughes</a>The released data showed that the total number of oil rigs increased by 8 to 373 in the week ending June 18, compared with the previous expectation of an increase of 3; The total number of natural gas rigs drilled for the week increased by 1 to 97; Total rigs increased by nine to 470.<a href=\"https://laohu8.com/S/BHI\">Baker Hughes</a>U.S. drilling companies added oil and gas rigs for the second week in a row, Oilfield Services said.</p><p><a href=\"https://laohu8.com/NW/2144774757\" target=\"_blank\">Following Didi, \"China's truck industry Uber\" is also going to the United States for an IPO</a></p><p>Learned from the official website of the U.S. Securities and Exchange Commission (SEC) that \"Uber in China's truck industry\"<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group (FullTruckAllianceCo. Ltd.) has launched an IPO and is expected to issue 82.5 million ADSs for listing on the New York Stock Exchange. The issue price may be set between US $17 and US $19. According to reports, as China's largest vehicle-cargo matching information platform,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The Group provides users with accurate and convenient information interaction platform services; At the same time, the company has also developed into the largest after-service platform for trucks in China, providing one-stop services for truck drivers by covering service areas such as vehicle oil, ETC, new cars, finance, insurance, and parks.</p><p><a href=\"https://laohu8.com/NW/2144777702\" target=\"_blank\">Aihuishou officially landed on the New York Stock Exchange, closing up nearly 23% on the first day of its IPO</a></p><p>Aihui officially landed on the New York Stock Exchange on Friday. As of the close, Aihui's stock price was reported at US $17.21, an increase of 22.93%, with a market value of US $3.793 billion. The prospectus shows that everything<a href=\"https://laohu8.com/S/RERE\">newly born</a>The group's overall revenue in the past 12 months (as of March 31, 2021) was 5.68 billion yuan, a year-on-year increase of 49.4%. The overall revenue in 2020 will be 4.858 billion yuan, of which the core business revenue will be 4.709 billion yuan, a year-on-year increase of 38.2% compared with 2019.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: The Fed's big doves turned hawks! European and American stock markets fell sharply</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: The Fed's big doves turned hawks! European and American stock markets fell sharply\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\">2021-06-19 08:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Summary: The Dow Jones Industrial Average fell 3.45% this week, the largest weekly decline since October 2020; The three major European stock indexes closed down across the board.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell nearly 2%; The international gold price closed lower, below the $1,770 mark; Fed officials made another hawkish speech, Bullard said rate hike as early as next year;<a href=\"https://laohu8.com/S/RERE\">Love Recycling</a>Officially landed on the New York Stock Exchange, the first day of IPO closed up nearly 23%, etc. Overseas Market</p><p>The Dow fell 3.45% this week, its largest weekly drop since October 2020</p><p>On Friday Eastern Time, U.S. stocks fell across the board, with the Dow falling for five consecutive trading days, its largest weekly decline since October 2020. As of the close, the Dow fell 533.37 points, or 1.58%, to 33290.08 points; The Nasdaq fell 130.97 points, or 0.92%, to 14030.38 points; The S&P 500 fell 55.41 points, or 1.31%, to 4,166.45 points. On the disk, banking stocks and energy stocks fell, most large U.S. technology stocks closed down, and Chinese concept education stocks rebounded.</p><p>Three major European stock indexes closed lower across the board in the UK<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100 Index</a>Fell nearly 2%</p><p>On Friday, European time, the three major European stock indexes closed down across the board.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell nearly 2%. As of the close, the average price index of 100 stocks in the Financial Times of London stock market closed at 7017.47 points on the 18th, down 135.96 points or 1.90% from the previous trading day. The CAC40 index of Paris stock market closed at 6,569.16 points on the 18th, down 97.10 points or 1.46% from the previous trading day. The DAX index of Frankfurt stock market in Germany fell 279.63 points, or 1.78%, to close at 15,448.04 points on the 18th.</p><p>International gold prices closed lower below the $1,770 mark</p><p>On Friday, Eastern Time, the international gold price closed lower, trading below the $1,770 mark. As of the close, the most actively traded August gold futures price in the New York Mercantile Exchange gold futures market fell by US $5.8 from the previous trading day on the 18th, closing at US $1,769 per ounce, a decrease of 0.33%.</p><p>International oil prices rose slightly, Brent oil closed up 0.59%</p><p>On Friday Eastern Time, international oil prices rose slightly, with Brent oil closing up 0.59%. As of the close, New York July crude oil futures closed up $0.60, or 0.84%, at $71.64 per barrel; Brent crude oil futures for August closed up $0.43, or 0.59%, at $73.51 per barrel.</p><p>International macro</p><p>Kashkari: I hope to keep interest rates unchanged until at least the end of 2023. The \"dot plot\" has stale and should be abolished</p><p>On Friday (June 18), Minneapolis Fed President Neel Kashkari said he hopes to keep the Fed's benchmark short-term interest rate near zero until at least the end of 2023 to restore the labor market to the new crown. Pre-pandemic levels. \"It was meant to be a tool to provide dovish forward guidance,\" Kashkari said of the \"dot plot.\" \"It ended up being a tool to provide forward guidance to the hawks … I still think we should do away with the\" dot plot. \"Kashkari's comments suggest that he is in a clear minority in an increasingly hawkish Fed.</p><p>The new \"Eagle King\"? Fed Bullard expects rate hike as early as 2022</p><p>St. Louis Federal Reserve Chairman James Bullard told CNBC on Friday that he expects to raise interest rates for the first time in late 2022 as inflation rises faster than previously expected. The outlook forecast released by the Federal Open Market Committee on Wednesday sent a shock to financial markets. The committee has a median estimate of up to two rate hike in 2023, having previously hinted in March that there would be no rate hike. Bullard has described the Fed's move this week on several occasions as \"hawkish,\" that is, a tendency toward tighter monetary policy than prevailing since the pandemic.</p><p>This central bank may conduct rate hike in early 2023 and rate hike three times this year</p><p>The Federal Reserve is not the leader when it comes to withdrawing from easing, and other central banks around the world are not just stuck where they are. The Bank of Canada and the Reserve Bank of New Zealand are also turning to a hawkish stance, with the Bank of England following suit. According to the latest forecast of investment banks, the Reserve Bank of Australia will raise interest rates in early 2023 and three times in a year, with a total rate hike of 65 basis points. $West<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>Bank (WBC.AU) $chief economist said the Reserve Bank of Australia (RBA) is expected to start raising key interest rates in early 2023, when key indicators set by policymakers for the economy will be met.</p><p>Bank of England will ignore temporary rise in inflation and focus on protecting economic recovery</p><p>The latest survey suggests UK inflation could rise above 3pc until it rattles the Bank of England. Analysts also said the UK economy will expand faster than previously expected this quarter as more anti-epidemic restrictions are lifted. The Bank of England set an inflation target of 2%, but inflation unexpectedly surpassed this target in May this year, reaching 2.1%, the first time in nearly two years that inflation surpassed the target.</p><p>Company News</p><p><a href=\"https://laohu8.com/NW/2144777835\" target=\"_blank\">Baker Hughes: U.S. drillers add oil and gas rigs for second week in a row</a></p><p>American oilfield services company<a href=\"https://laohu8.com/S/BKR\">Baker Hughes</a>The released data showed that the total number of oil rigs increased by 8 to 373 in the week ending June 18, compared with the previous expectation of an increase of 3; The total number of natural gas rigs drilled for the week increased by 1 to 97; Total rigs increased by nine to 470.<a href=\"https://laohu8.com/S/BHI\">Baker Hughes</a>U.S. drilling companies added oil and gas rigs for the second week in a row, Oilfield Services said.</p><p><a href=\"https://laohu8.com/NW/2144774757\" target=\"_blank\">Following Didi, \"China's truck industry Uber\" is also going to the United States for an IPO</a></p><p>Learned from the official website of the U.S. Securities and Exchange Commission (SEC) that \"Uber in China's truck industry\"<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group (FullTruckAllianceCo. Ltd.) has launched an IPO and is expected to issue 82.5 million ADSs for listing on the New York Stock Exchange. The issue price may be set between US $17 and US $19. According to reports, as China's largest vehicle-cargo matching information platform,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The Group provides users with accurate and convenient information interaction platform services; At the same time, the company has also developed into the largest after-service platform for trucks in China, providing one-stop services for truck drivers by covering service areas such as vehicle oil, ETC, new cars, finance, insurance, and parks.</p><p><a href=\"https://laohu8.com/NW/2144777702\" target=\"_blank\">Aihuishou officially landed on the New York Stock Exchange, closing up nearly 23% on the first day of its IPO</a></p><p>Aihui officially landed on the New York Stock Exchange on Friday. As of the close, Aihui's stock price was reported at US $17.21, an increase of 22.93%, with a market value of US $3.793 billion. The prospectus shows that everything<a href=\"https://laohu8.com/S/RERE\">newly born</a>The group's overall revenue in the past 12 months (as of March 31, 2021) was 5.68 billion yuan, a year-on-year increase of 49.4%. The overall revenue in 2020 will be 4.858 billion yuan, of which the core business revenue will be 4.709 billion yuan, a year-on-year increase of 38.2% compared with 2019.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","IVV":"标普500ETF-iShares","DOG":"道指ETF-ProShares做空","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","DXD":"两倍做空道琼30指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145549454","content_text":"摘要：道指本周累跌3.45%，创2020年10月以来最大周跌幅；欧洲三大股指全线收跌，英国富时100指数跌近2%；国际金价收跌，报于1770美元关口之下；美联储官员再发鹰派讲话，布拉德称最早明年加息；爱回收正式登陆纽交所，IPO首日收盘大涨近23%等。\n\n海外市场\n道指本周累跌3.45% 创2020年10月以来最大周跌幅\n美东时间周五，美股全线下跌，道指连续五个交易日下滑，创2020年10月以来的最大周跌幅。截止收盘，道指跌533.37点，跌幅1.58%，报33290.08点；纳指跌130.97点，跌幅0.92%，报14030.38点；标普500指数跌55.41点，跌幅1.31%，报4166.45点。盘面上，银行股、能源股走低，美股大型科技股多数收跌，中概教育股反弹。\n欧洲三大股指全线收跌 英国富时100指数跌近2%\n欧洲时间周五，欧洲三大股指全线收跌，英国富时100指数跌近2%。截止收盘，英国伦敦股市《金融时报》100种股票平均价格指数18日报收于7017.47点，比前一交易日下跌135.96点，跌幅为1.90%。法国巴黎股市CAC40指数18日报收于6569.16点，较前一交易日下跌97.10点，跌幅为1.46%。德国法兰克福股市DAX指数18日下跌279.63点，跌幅为1.78%，报收于15448.04点。\n国际金价收跌 报于1770美元关口之下\n美东时间周五，国际金价收跌，报于1770美元关口之下。截止收盘，纽约商品交易所黄金期货市场交投最活跃的8月黄金期价18日比前一交易日下跌5.8美元，收于每盎司1769美元，跌幅为0.33%。\n国际油价小幅上涨 布油收涨0.59%\n美东时间周五，国际油价小幅上涨，布油收涨0.59%。截止收盘，纽约7月原油期货收涨0.60美元，涨幅0.84%，报71.64美元/桶；布伦特8月原油期货收涨0.43美元，涨幅0.59%，报73.51美元/桶。\n国际宏观\n卡什卡利：希望至少在2023年底前维持利率不变 “点阵图”已变味应该废除\n周五(6月18日)，明尼阿波利斯联储主席卡什卡利(Neel Kashkari)表示，他希望至少在2023年底前将美联储指标短期利率维持在接近零的水准，以使劳动力市场恢复到新冠大流行前的水平。卡什卡利谈到“点阵图”时说：“它本来是一个提供鸽派前瞻性指导的工具。”“它最终成为了一种工具，为鹰派提供了前瞻性指导……我仍然认为我们应该废除‘点阵图’。”卡什卡利的言论表明，在日益鹰派的美联储中，他属于明显的少数派。\n新的“鹰王”？美联储布拉德预计最早将在2022年加息\n圣路易斯联储(St.Louis Federal Reserve)主席布拉德(James Bullard)周五对CNBC表示，他预计将在2022年末首次升息，因通胀上升速度快于此前预期。美国联邦公开市场委员会(Federal Open Market Committee)周三发布的前景预测对金融市场造成了冲击。该委员会对2023年加息的预期中值为最多两次，此前在3月曾暗示不会加息。布拉德在多个场合将美联储本周的举措描述为“鹰派”，即倾向于比新冠大流行以来普遍采取的货币政策更紧缩。\n这一央行或将在2023年初加息 且年内加息3次\n在撤出宽松方面，美联储并不是领头羊，全球其他央行并没有仅仅停留在原地。加拿大央行和新西兰联储也在转向强硬立场，英国央行也紧随其后。而据投行最新预测，澳洲联储将在2023年初升息，且一年内升息三次，共加息65个基点。$西太平洋银行(WBC.AU)$首席经济学家表示，预计澳洲联储(RBA)将于2023年初开始提高关键利率，届时决策者为经济设定的关键指标将得到满足。\n英国央行将忽略通胀暂时性上升 专心保护经济复苏\n最新调查显示，英国通胀率可能升至3%以上，直到让英国央行感到不安。分析师还表示，随着更多防疫限制措施被取消，英国经济本季度的扩张速度将高于此前预期。英国央行设定的通胀目标为2%，但今年5月通胀率出人意料地超过了这一目标，达到2.1%，这是近两年来通胀首次超越目标。\n公司新闻\n贝克休斯：美国钻井公司连续第二周增加石油和天然气钻井平台\n美国油服公司贝克休斯公布的数据显示，截至6月18日当周，石油钻井总数增加8座，至373座，此前预期增加3座；当周天然气钻井总数增加1座，至97座；总钻井数增加9座，至470座。贝克休斯油服表示，美国钻井公司连续第二周增加石油和天然气钻井平台。\n继滴滴后，“中国货车界Uber”也要赴美IPO了\n从美国证券交易委员会(SEC)官网获悉，“中国货车界Uber”满帮集团(FullTruckAllianceCo.Ltd.)已启动招股，预计发行8250万股ADS在纽交所上市，发行价或定在17美元-19美元之间。据介绍，作为中国最大的车货匹配信息平台，满帮集团为用户提供准确便捷的信息交互平台服务；同时，公司也已发展成全国最大的货车车后服务平台，通过覆盖车油、ETC、新车、金融、保险、园区等服务领域，为货车司机提供一站式服务。\n爱回收正式登陆纽交所 IPO首日收盘大涨近23%\n爱回收周五正式登陆纽交所，截至收盘，爱回股价报17.21美元，涨幅22.93%，市值37.93亿美元。招股书显示，万物新生集团过去12个月(截至2021年3月31日)的整体营收为56.80亿元，同比增长49.4%。2020年整体营收为48.58亿元，其中核心业务营收为47.09亿元，较2019年同比增长38.2%。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"MNQmain":0.9,"IVV":0.9,"SH":0.9,"SQQQ":0.9,"QID":0.9,"UDOW":0.9,"SPY":0.9,".SPX":0.9,"OEF":0.9,".IXIC":0.9,"DOG":0.9,".DJI":0.9,"NQmain":0.9,"PSQ":0.9,"SSO":0.9,"SDOW":0.9,"DDM":0.9,"QQQ":0.9,"SPXU":0.9,"DXD":0.9,"QLD":0.9,"UPRO":0.9,"SDS":0.9,"TQQQ":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188441192,"gmtCreate":1623460238716,"gmtModify":1704204159409,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/188441192","repostId":"1105299932","repostType":4,"repost":{"id":"1105299932","kind":"news","pubTimestamp":1623458228,"share":"https://ttm.financial/m/news/1105299932?lang=en_US&edition=fundamental","pubTime":"2021-06-12 08:37","market":"sh","language":"zh","title":"CITIC Securities: In the second half of the year, we will downplay cyclical thinking and lay out \"middle-way growth\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1105299932","media":" 微思策略","summary":"A股下半年将进入慢涨“三部曲”中的共振上行期，且四季度空间更大。","content":"<p><b>A-share market: sails rise and waves rise</b></p><p>A-shares will enter a resonant upward period in the \"trilogy\" of slow growth in the second half of the year, and there will be more room in the fourth quarter.</p><p>It is estimated that the net inflow of A-shares will reach 220 billion yuan in the second half of the year, of which foreign capital inflows may continue to exceed expectations under the expectation of RMB appreciation.</p><p>In terms of configuration, it is recommended to downplay cyclical thinking, focus on growth in the third quarter, and increase consumption in the fourth quarter.</p><p><b>Theme strategy: Layout middle way growth, hidden champion battle</b></p><p>As the valuation system switches from DCF to PEG, \"middle growth\" with greater performance growth elasticity and relatively low valuation will have more investment value, represented by GEM and CSI 500.</p><p>In this context, hidden champions in the direction of energy security themes, national defense bombs themes, and digital renminbi themes, which are booming on the track, are expected to become the preferred varieties in the second half of the year. Focus on the following stocks:</p><p><img src=\"https://static.tigerbbs.com/a35ee4c764da1199f47c2f67b6558a52\" tg-width=\"1080\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p><b>Consumer industry: new categories, new brands, new channels</b></p><p>It is recommended to actively and continuously allocate outbreak opportunities in categories such as cosmetics, medical beauty, duty-free, sportswear, and new tobacco, which is a good track.</p><p>Recommended portfolio of consumer industry in the second half of 2021: Meituan-W, Pinduoduo, Bloomage Biotech, Kweichow Moutai, Wuliangye, Oppein Home Furnishing, BTG Hotel, Mengniu Dairy, China Resources Beer, CDFG, Smol International, Chenguang Stationery, Haid Group, Anta Sports, Wenjian Medical, CVTE, Marubi, Juewei Food, Vipshop, China Pet.</p><p><b>Tech Industry: From To C to To B: Digital Transformation Accelerates</b></p><p>It is recommended to focus on: digital infrastructure, software SaaS, industrial Internet and software development outsourcing, AIoT and smart cars, semiconductors, Internet, etc.</p><p>Specific companies include: A shares: China Unicom, Kingsoft Office, Sangfor, Hengxuan Technology, Hikvision, Fii, Yealink Networks, Heertai, etc.</p><p><b>Cyclical industry: the cyclical prosperity continues, and the future of growth is promising</b></p><p>The recovery process of global demand is still continuing, coupled with the lack of potential for long-term production increase on the supply side, the high prosperity of bulk commodities is expected to continue.</p><p>In this context, we recommend two main investment lines:</p><p>1) Cyclical leaders with low valuation and growth attributes, recommend Zijin Mining, China Molybdenum, Ganfeng Lithium, Baosteel, Wanhua Chemical, Baofeng Energy, Hengli Petrochemical, CNOOC, Shaanxi Coal, etc.;</p><p>2) Under the strategy of carbon neutrality and domestic material substitution, we recommend leading companies such as Fushun Special Steel, National Ceramic Materials, Jacques Technology, and Silicon Technology that have begun to take shape in the new material sector.</p><p><b>Banking industry: internal and external variables resonate, both relative and absolute</b></p><p>Macro-financial conditions are expected to be stable in the second half of 2021, and bank fundamentals will remain restored. It is expected that the annual revenue and net profit growth rate of listed banks will be 7.5%/8.1%.</p><p>Dual main lines of individual stock portfolios: 1) High-quality banks: China Merchants Bank, Ping An Bank; 2) Repair banks: Industrial Bank, China Everbright Bank, Bank of Nanjing, Bank of Jiangsu.</p><p><b>Non-bank: Choose a \"differentiated\" growth leader</b></p><p>It is recommended to select growth leaders with \"differentiation\" capabilities and perfect corporate governance. Key recommendations:</p><p>① HKEx (with the highest business model barriers, directly benefiting from the era of equity), ② AIA (with high-end customer mental resources), ③ BOC Aviation Leasing (the fifth largest operating aircraft leasing company in the world), ④ CICC (resource endowment is in line with the direction of internationalization and institutionalization of capital market), ⑤ Huatai Securities (clear digital strategy), ⑥ Ping An of China (with bank account advantages and transformation to middle and high-end), ⑦ China Pacific Insurance (</p><p><b>Infrastructure and real estate: high investment prosperity, service upgrading</b></p><p>At present, the high prosperity of infrastructure and real estate development cannot hide the constraints and regulatory factors of the long boom cycle. However, some real estate companies can break through the profitability dilemma by virtue of operational capabilities and organizational structure adjustments.</p><p>Recommended combination: Vanke A, Longfor Group, Yuanda Housing, Dongzhu Ecology, Huaxin Cement, Kibing Group, Shimao Services, Greentown Services, Yangtze Power, Sichuan Investment Energy, SF Holdings and Air China.</p><p><b>Healthcare industry: a strong recovery in the post-epidemic era</b></p><p>Starting from the beginning of 2021, the biomedical sector has entered a period of differentiation and adjustment, and high-valued leading stocks with a high degree of grouping have gradually differentiated, and pharmaceutical investment has entered a new era of a hundred flowers blooming.</p><p>It is recommended to pay attention to: 1) Hengrui Pharma, Fosun Pharma, etc., leading pharmaceutical companies with rich R&D pipelines; 2) Domestic mid-to-high-end medical device leaders Mindray Medical, Dabo Medical, Antu Biotech and consumer medical device Sannuo Biotech that directly benefit from innovation review and import substitution; 3) WuXi AppTec, Tigermed, Asymchem, Jiuzhou Pharmaceutical, Titan Technology and Shandong Pharmaceutical Glass under the logic of \"water seller\"; 4) Aier Ophthalmology, Shanghai Pharmaceuticals, Common People, Yifeng Pharmacy, Dashenlin and Yixintang in the fields of medical services and commercial pharmacies; 5) KingMed Medicine, Aide Bio, BGI, etc. under the great development of precision medicine; 6) Zhifei Bio, CanSino, Kangtai Bio, Hualan Bio, etc. in the vaccine industry chain; 7) Yunnan Baiyao, Pien Tze Huang, etc., leading health consumption companies under the trend of consumption upgrading.</p><p><b>Automobile: The wave of intelligence is coming, pay attention to those who reshape the pattern</b></p><p>The arrival of the replacement cycle in the next five years will bring an effective increase in demand to the industry, and the automotive industry is ushering in a restart in the wave of smart electric transformation.</p><p>Focus on: 1) Passenger car companies with excellent product definition capabilities and full-stack self-research capabilities, such as BYD, Great Wall Motors, Changan Automobile, etc.; 2) High-quality Chinese parts companies that conform to the trend of intelligence and have global substitution capabilities, such as Desay SV, Huayang Group, Tuopu Group, Huayu Automobile, Nexteer, Bethel, Alt, etc.; 3) Market segment leaders whose products are constantly evolving and upgrading: Fuyao Glass, Minth Group, Weichai Power, China National Heavy Duty Truck, Bafang Co., Ltd., Yadea Holdings, Mavericks Electric, etc.</p><p><b>New energy vehicles: The global boom resonates upward, and the value of high-quality supply is highlighted</b></p><p>In the medium and long term, the trend of vehicle electrification and intelligence is irreversible. We judge that the penetration rate of new energy vehicles in China and Europe is expected to exceed 20% in 2025.</p><p>Recommend high-quality companies in the new energy vehicle supply chain with global competitiveness, especially Tesla, Volkswagen MEB, LG Chem, CATL supply chain, etc.</p><p>Recommend high-quality supply chain companies with global competitiveness: 1) CATL, BYD (A + H), Yiwei Lithium Energy, Sunwoda, Penghui Energy, Yihuatong, etc. in the battery sector; Lithium battery materials Enjie Co., Ltd., Defang Nano, Putailai, Xinzhoubang, etc.; 2) Upstream equipment and lithium resources: Ganfeng Lithium, Hangke Technology, Pioneer Intelligence, etc.; 3) Thermal management supply chain: Sanhua Intelligent Control (thermal management), Yinlun Co., Ltd. (thermal management), Tuopu Group.</p><p><b>Global IDC: Deploying domestic first-line data center IDC assets</b></p><p>After taking into account the adjustment of growth factors, the current price-performance ratio of domestic IDC assets has become more prominent. At present, it is recommended to actively allocate first-line industry leaders, focusing on GDS, Chindata, Dataport, 21Vianet, etc.</p><p><b>Long-term stock pool update</b></p><p>The latest list of the top 20 northbound stocks has been updated, and the stock pool has not changed this week. The details are as follows:</p><p><img src=\"https://static.tigerbbs.com/1cb9bd20d6b3fb65aadae9a99e6f93db\" tg-width=\"1050\" tg-height=\"1770\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/e94d411fefbe5cf83e83e6c147031010\" tg-width=\"810\" tg-height=\"1466\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1623458388770","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>CITIC Securities: In the second half of the year, we will downplay cyclical thinking and lay out \"middle-way growth\"</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\">\nCITIC Securities: In the second half of the year, we will downplay cyclical thinking and lay out \"middle-way growth\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 微思策略</strong><span class=\"h-time small\">2021-06-12 08:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>A-share market: sails rise and waves rise</b></p><p>A-shares will enter a resonant upward period in the \"trilogy\" of slow growth in the second half of the year, and there will be more room in the fourth quarter.</p><p>It is estimated that the net inflow of A-shares will reach 220 billion yuan in the second half of the year, of which foreign capital inflows may continue to exceed expectations under the expectation of RMB appreciation.</p><p>In terms of configuration, it is recommended to downplay cyclical thinking, focus on growth in the third quarter, and increase consumption in the fourth quarter.</p><p><b>Theme strategy: Layout middle way growth, hidden champion battle</b></p><p>As the valuation system switches from DCF to PEG, \"middle growth\" with greater performance growth elasticity and relatively low valuation will have more investment value, represented by GEM and CSI 500.</p><p>In this context, hidden champions in the direction of energy security themes, national defense bombs themes, and digital renminbi themes, which are booming on the track, are expected to become the preferred varieties in the second half of the year. Focus on the following stocks:</p><p><img src=\"https://static.tigerbbs.com/a35ee4c764da1199f47c2f67b6558a52\" tg-width=\"1080\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p><b>Consumer industry: new categories, new brands, new channels</b></p><p>It is recommended to actively and continuously allocate outbreak opportunities in categories such as cosmetics, medical beauty, duty-free, sportswear, and new tobacco, which is a good track.</p><p>Recommended portfolio of consumer industry in the second half of 2021: Meituan-W, Pinduoduo, Bloomage Biotech, Kweichow Moutai, Wuliangye, Oppein Home Furnishing, BTG Hotel, Mengniu Dairy, China Resources Beer, CDFG, Smol International, Chenguang Stationery, Haid Group, Anta Sports, Wenjian Medical, CVTE, Marubi, Juewei Food, Vipshop, China Pet.</p><p><b>Tech Industry: From To C to To B: Digital Transformation Accelerates</b></p><p>It is recommended to focus on: digital infrastructure, software SaaS, industrial Internet and software development outsourcing, AIoT and smart cars, semiconductors, Internet, etc.</p><p>Specific companies include: A shares: China Unicom, Kingsoft Office, Sangfor, Hengxuan Technology, Hikvision, Fii, Yealink Networks, Heertai, etc.</p><p><b>Cyclical industry: the cyclical prosperity continues, and the future of growth is promising</b></p><p>The recovery process of global demand is still continuing, coupled with the lack of potential for long-term production increase on the supply side, the high prosperity of bulk commodities is expected to continue.</p><p>In this context, we recommend two main investment lines:</p><p>1) Cyclical leaders with low valuation and growth attributes, recommend Zijin Mining, China Molybdenum, Ganfeng Lithium, Baosteel, Wanhua Chemical, Baofeng Energy, Hengli Petrochemical, CNOOC, Shaanxi Coal, etc.;</p><p>2) Under the strategy of carbon neutrality and domestic material substitution, we recommend leading companies such as Fushun Special Steel, National Ceramic Materials, Jacques Technology, and Silicon Technology that have begun to take shape in the new material sector.</p><p><b>Banking industry: internal and external variables resonate, both relative and absolute</b></p><p>Macro-financial conditions are expected to be stable in the second half of 2021, and bank fundamentals will remain restored. It is expected that the annual revenue and net profit growth rate of listed banks will be 7.5%/8.1%.</p><p>Dual main lines of individual stock portfolios: 1) High-quality banks: China Merchants Bank, Ping An Bank; 2) Repair banks: Industrial Bank, China Everbright Bank, Bank of Nanjing, Bank of Jiangsu.</p><p><b>Non-bank: Choose a \"differentiated\" growth leader</b></p><p>It is recommended to select growth leaders with \"differentiation\" capabilities and perfect corporate governance. Key recommendations:</p><p>① HKEx (with the highest business model barriers, directly benefiting from the era of equity), ② AIA (with high-end customer mental resources), ③ BOC Aviation Leasing (the fifth largest operating aircraft leasing company in the world), ④ CICC (resource endowment is in line with the direction of internationalization and institutionalization of capital market), ⑤ Huatai Securities (clear digital strategy), ⑥ Ping An of China (with bank account advantages and transformation to middle and high-end), ⑦ China Pacific Insurance (</p><p><b>Infrastructure and real estate: high investment prosperity, service upgrading</b></p><p>At present, the high prosperity of infrastructure and real estate development cannot hide the constraints and regulatory factors of the long boom cycle. However, some real estate companies can break through the profitability dilemma by virtue of operational capabilities and organizational structure adjustments.</p><p>Recommended combination: Vanke A, Longfor Group, Yuanda Housing, Dongzhu Ecology, Huaxin Cement, Kibing Group, Shimao Services, Greentown Services, Yangtze Power, Sichuan Investment Energy, SF Holdings and Air China.</p><p><b>Healthcare industry: a strong recovery in the post-epidemic era</b></p><p>Starting from the beginning of 2021, the biomedical sector has entered a period of differentiation and adjustment, and high-valued leading stocks with a high degree of grouping have gradually differentiated, and pharmaceutical investment has entered a new era of a hundred flowers blooming.</p><p>It is recommended to pay attention to: 1) Hengrui Pharma, Fosun Pharma, etc., leading pharmaceutical companies with rich R&D pipelines; 2) Domestic mid-to-high-end medical device leaders Mindray Medical, Dabo Medical, Antu Biotech and consumer medical device Sannuo Biotech that directly benefit from innovation review and import substitution; 3) WuXi AppTec, Tigermed, Asymchem, Jiuzhou Pharmaceutical, Titan Technology and Shandong Pharmaceutical Glass under the logic of \"water seller\"; 4) Aier Ophthalmology, Shanghai Pharmaceuticals, Common People, Yifeng Pharmacy, Dashenlin and Yixintang in the fields of medical services and commercial pharmacies; 5) KingMed Medicine, Aide Bio, BGI, etc. under the great development of precision medicine; 6) Zhifei Bio, CanSino, Kangtai Bio, Hualan Bio, etc. in the vaccine industry chain; 7) Yunnan Baiyao, Pien Tze Huang, etc., leading health consumption companies under the trend of consumption upgrading.</p><p><b>Automobile: The wave of intelligence is coming, pay attention to those who reshape the pattern</b></p><p>The arrival of the replacement cycle in the next five years will bring an effective increase in demand to the industry, and the automotive industry is ushering in a restart in the wave of smart electric transformation.</p><p>Focus on: 1) Passenger car companies with excellent product definition capabilities and full-stack self-research capabilities, such as BYD, Great Wall Motors, Changan Automobile, etc.; 2) High-quality Chinese parts companies that conform to the trend of intelligence and have global substitution capabilities, such as Desay SV, Huayang Group, Tuopu Group, Huayu Automobile, Nexteer, Bethel, Alt, etc.; 3) Market segment leaders whose products are constantly evolving and upgrading: Fuyao Glass, Minth Group, Weichai Power, China National Heavy Duty Truck, Bafang Co., Ltd., Yadea Holdings, Mavericks Electric, etc.</p><p><b>New energy vehicles: The global boom resonates upward, and the value of high-quality supply is highlighted</b></p><p>In the medium and long term, the trend of vehicle electrification and intelligence is irreversible. We judge that the penetration rate of new energy vehicles in China and Europe is expected to exceed 20% in 2025.</p><p>Recommend high-quality companies in the new energy vehicle supply chain with global competitiveness, especially Tesla, Volkswagen MEB, LG Chem, CATL supply chain, etc.</p><p>Recommend high-quality supply chain companies with global competitiveness: 1) CATL, BYD (A + H), Yiwei Lithium Energy, Sunwoda, Penghui Energy, Yihuatong, etc. in the battery sector; Lithium battery materials Enjie Co., Ltd., Defang Nano, Putailai, Xinzhoubang, etc.; 2) Upstream equipment and lithium resources: Ganfeng Lithium, Hangke Technology, Pioneer Intelligence, etc.; 3) Thermal management supply chain: Sanhua Intelligent Control (thermal management), Yinlun Co., Ltd. (thermal management), Tuopu Group.</p><p><b>Global IDC: Deploying domestic first-line data center IDC assets</b></p><p>After taking into account the adjustment of growth factors, the current price-performance ratio of domestic IDC assets has become more prominent. At present, it is recommended to actively allocate first-line industry leaders, focusing on GDS, Chindata, Dataport, 21Vianet, etc.</p><p><b>Long-term stock pool update</b></p><p>The latest list of the top 20 northbound stocks has been updated, and the stock pool has not changed this week. The details are as follows:</p><p><img src=\"https://static.tigerbbs.com/1cb9bd20d6b3fb65aadae9a99e6f93db\" tg-width=\"1050\" tg-height=\"1770\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/e94d411fefbe5cf83e83e6c147031010\" tg-width=\"810\" tg-height=\"1466\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/vj5YP8FyBLrEA3ILKm4NkA\"> 微思策略</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/vj5YP8FyBLrEA3ILKm4NkA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105299932","content_text":"A股市场：帆起逐浪高\nA股下半年将进入慢涨“三部曲”中的共振上行期，且四季度空间更大。\n预计下半年A股净流入资金规模将达到2200亿元，其中人民币升值预期下，外资流入或继续超预期。\n配置上，建议淡化周期思维，三季度聚焦成长，四季度增配消费。\n主题策略：布局中道成长，隐形冠军之争\n随着估值体系从DCF向PEG切换，业绩增长弹性较大、估值相对较低的“中道成长”将更具投资价值，以创业板、中证500为代表。\n在此背景下，赛道景气上行的能源安全主题、国防机弹主题、数字人民币主题等方向上的隐形冠军有望成为下半年首选品种。重点关注以下个股：\n\n 消费产业：新品类、新品牌、新渠道\n建议积极持续配置化妆品、医美、免税、运动服饰、新型烟草等品类爆发机会，即好赛道。\n2021年下半年消费产业推荐组合：美团-W、拼多多、华熙生物、贵州茅台、五粮液、欧派家居、首旅酒店、蒙牛乳业、华润啤酒、中国中免、思摩尔国际、晨光文具、海大集团、安踏体育、稳健医疗、视源股份、丸美股份、绝味食品、唯品会、中宠股份。\n科技产业：从To C到To B：数字化转型加速\n建议重点关注的领域包括：数字化基础设施、软件SaaS、产业互联网和软件开发外包、AIoT和智能汽车、半导体、互联网等。\n具体公司包括：A股：中国联通、金山办公、深信服、恒玄科技、海康威视、工业富联、亿联网络、和而泰等。\n周期产业：周期景气延续，成长未来可期\n全球需求复苏进程仍在持续，叠加供应端长期增产潜力不足，大宗商品高景气度有望延续。\n在此背景下，我们推荐两条投资主线：\n1）低估值、兼具成长属性的周期龙头，推荐紫金矿业、洛阳钼业、赣锋锂业、宝钢股份、万华化学、宝丰能源、恒力石化、中国海洋石油、陕西煤业等；\n2）碳中和、材料国产替代战略下，推荐新材料板块已初具规模的龙头公司抚顺特钢、国瓷材料、雅克科技、硅宝科技等。\n银行业：内外部变量共振，兼具相对和绝对\n2021年下半年宏观金融条件料将稳定，银行基本面将保持修复，预计上市银行全年营收和净利润增速7.5%/8.1%。\n个股组合双主线：1）优质银行：招商银行、平安银行；2）修复银行：兴业银行、光大银行、南京银行、江苏银行。\n非银：选择“差异化”成长龙头\n建议精选具备“差异化”能力、公司治理完善的成长龙头。重点推荐：\n①港交所（商业模式壁垒最高、直接受益于股权大时代）、②友邦保险（拥有高端客户心智资源）、③中银航空租赁（全球第五大经营性飞机租赁公司）、④中金公司（资源禀赋与资本市场国际化机构化方向契合）、⑤华泰证券（数字化战略清晰）、⑥中国平安（具有银行账户优势、向中高端转型）、⑦中国太保（以负债优势补足服务短板、机制改善中）、⑧中国财险（车险综改最大受益者）。\n基础设施与房地产：投资高景气，服务再升级\n目前基建和房地产开发的较高景气度，难掩长景气周期的制约和调控因素的存在。但部分房地产公司可以凭借运营能力和组织架构调整突破盈利能力困局。\n推荐组合：万科A、龙湖集团、远大住工、东珠生态、华新水泥、旗滨集团、世茂服务、绿城服务、长江电力、川投能源、顺丰控股和中国国航。\n医疗健康产业：疫情后时代的强势复苏\n从2021年初开始，生物医药板块进入分化调整期，抱团度较高的高估值龙头个股开始逐渐分化，医药投资进入了百花齐放的新时期。\n建议关注：1）研发管线丰富的龙头药企恒瑞医药、复星医药等；2）直接受益创新审评和进口替代的国产中高端医疗器械龙头迈瑞医疗、大博医疗、安图生物和消费级医疗器械三诺生物等；3）“卖水者”逻辑下的药明康德、泰格医药、凯莱英、九洲药业、泰坦科技和山东药玻等；4）医疗服务及商业药店领域的爱尔眼科、上海医药、老百姓、益丰药房、大参林和一心堂等；5）精准医疗大发展下的金域医学、艾德生物、华大基因等；6）疫苗产业链上的智飞生物、康希诺、康泰生物、华兰生物等；7）消费升级趋势下的大健康消费龙头企业云南白药、片仔癀等。\n 汽车：智能化浪潮来临，关注格局重塑者\n未来5年替换周期的到来将为行业带来有效的需求增量，汽车行业正在智能电动的变革浪潮中迎来重启。\n重点关注：1）具有优秀产品定义能力和全栈自研能力的乘用车企业，如比亚迪、长城汽车、长安汽车等；2）符合智能化趋势、具备全球替代能力的优质中国零部件企业，如德赛西威、华阳集团、拓普集团、华域汽车、耐世特、伯特利、阿尔特等；3）产品不断进化升级的细分市场龙头：福耀玻璃、敏实集团、潍柴动力、中国重汽、八方股份、雅迪控股、小牛电动等。\n新能源汽车：全球景气共振向上，优质供给价值凸显\n中长期看，汽车电动化、智能化趋势不可逆转，我们判断2025年中国、欧洲的新能源汽车渗透率有望超过20%。\n推荐具备全球竞争力的新能源汽车供应链优质企业，尤其是特斯拉、大众MEB、LG化学、宁德时代供应链等。\n推荐具备全球竞争力的供应链优质企业：1）电池环节的宁德时代、比亚迪（A+H）、亿纬锂能、欣旺达、鹏辉能源、亿华通等；锂电材料的恩捷股份、德方纳米、璞泰来、新宙邦等；2）上游设备及锂资源：赣锋锂业、杭可科技、先导智能等；3）热管理供应链：三花智控（热管理）、银轮股份（热管理）、拓普集团。\n全球IDC：布局国内一线数据中心IDC资产\n考虑成长性因素调整后，目前国内IDC资产的性价比已较为突出，当前位置建议积极配置一线行业龙头，重点推荐万国数据、秦淮数据、数据港、世纪互联等。\n长线股池更新\n北向重仓前20股的最新名单已更新，本周股池还是没有变化，详情如下：","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117973618,"gmtCreate":1623115177134,"gmtModify":1704196339025,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117973618","repostId":"2141256361","repostType":4,"repost":{"id":"2141256361","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":1623107214,"share":"https://ttm.financial/m/news/2141256361?lang=en_US&edition=fundamental","pubTime":"2021-06-08 07:06","market":"hk","language":"zh","title":"Dada Group's Q1 revenue exceeded expectations, and the two-year compound growth rate of JD Daojia's revenue was nearly 100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2141256361","media":"老虎资讯综合","summary":"智通财经APP获悉，北京时间6月8日早间，中国领先的本地即时零售和配送平台达达集团发布了截至3月31日的第一季度未经审计财务报告。财报显示，达达集团2021年第一季度营收17亿元人民币，同比增长52%，超出指引上限，高于市场一致预期。达达集团旗下本地即时零售平台京东到家，2021年第一季度营收同比增长53%至8亿元人民币，两年复合增长率近100%。","content":"<p>On the morning of June 8, Beijing time, China's leading local instant retail and delivery platform<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>Released its unaudited financial report for the first quarter ended March 31.</p><p>The financial report shows that,<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>Revenue in the first quarter of 2021 was 1.7 billion yuan, a year-on-year increase of 52%, exceeding the upper limit of guidance and higher than market consensus expectations. For the 12 months ended March 31, 2021,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The total transaction volume (GMV) of the Daojia platform was 28.1 billion yuan, a year-on-year increase of 79%.</p><p>Dada Express, a local instant delivery platform under Dada Group, saw its revenue increase by 51% year-on-year to 900 million yuan in the first quarter of 2021. Dada Group's local instant retail platform<a href=\"https://laohu8.com/S/JD\">JD.com</a>Daojia, revenue in the first quarter of 2021 increased by 53% year-on-year to 800 million yuan, with a two-year compound growth rate of nearly 100%.</p><p>\"We are very happy to start 2021 with a strong first quarter.\" Kuai Jiaqi, founder, chairman and CEO of Dada Group, said, \"This quarter, Dada Group further deepened its omni-channel strategic cooperation with JD.com, and will receive the full support of JD.com in the fields of local instant retail and instant delivery. The synergistic advantages of both parties aim to provide more consumers with better services, boost the development of the real economy, win-win results with partners, and create greater value for society. Dada will strategically undertake JD.com's instant retail and instant delivery business, comprehensively expand cooperation with JD.com in the omni-channel field, and expand to multiple scenarios and categories. We will continue to deepen the field of instant retail and logistics, and promote the industry to accelerate towards the macro e-commerce era of'thousands of good things are available instantly '. \"</p><p>\"We once again achieved steady growth in performance in the first quarter, and we expect the strong growth momentum to continue.\" Chen Zhaoming, chief financial officer of Dada Group, said, \"After adjusting the landing distribution business to the net revenue caliber during the comparison period, we expect Dada Group's total revenue in the second quarter to increase by 72% to 78% year-on-year. At the same time, we are full of confidence in the growth of JD Daojia platform. We expect that JD Daojia's revenue growth rate in the second quarter will exceed 80% year-on-year, and further accelerate growth on this basis.\"</p><p>After the financial report was announced, Dada Group's share price rose 2.25% to $26.32 after hours.<img src=\"https://static.tigerbbs.com/d43a428fa6056e8df3ea3c416a2928a0\" tg-width=\"685\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dada Group's Q1 revenue exceeded expectations, and the two-year compound growth rate of JD Daojia's revenue was nearly 100%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nDada Group's Q1 revenue exceeded expectations, and the two-year compound growth rate of JD Daojia's revenue was nearly 100%\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\">2021-06-08 07:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On the morning of June 8, Beijing time, China's leading local instant retail and delivery platform<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>Released its unaudited financial report for the first quarter ended March 31.</p><p>The financial report shows that,<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>Revenue in the first quarter of 2021 was 1.7 billion yuan, a year-on-year increase of 52%, exceeding the upper limit of guidance and higher than market consensus expectations. For the 12 months ended March 31, 2021,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The total transaction volume (GMV) of the Daojia platform was 28.1 billion yuan, a year-on-year increase of 79%.</p><p>Dada Express, a local instant delivery platform under Dada Group, saw its revenue increase by 51% year-on-year to 900 million yuan in the first quarter of 2021. Dada Group's local instant retail platform<a href=\"https://laohu8.com/S/JD\">JD.com</a>Daojia, revenue in the first quarter of 2021 increased by 53% year-on-year to 800 million yuan, with a two-year compound growth rate of nearly 100%.</p><p>\"We are very happy to start 2021 with a strong first quarter.\" Kuai Jiaqi, founder, chairman and CEO of Dada Group, said, \"This quarter, Dada Group further deepened its omni-channel strategic cooperation with JD.com, and will receive the full support of JD.com in the fields of local instant retail and instant delivery. The synergistic advantages of both parties aim to provide more consumers with better services, boost the development of the real economy, win-win results with partners, and create greater value for society. Dada will strategically undertake JD.com's instant retail and instant delivery business, comprehensively expand cooperation with JD.com in the omni-channel field, and expand to multiple scenarios and categories. We will continue to deepen the field of instant retail and logistics, and promote the industry to accelerate towards the macro e-commerce era of'thousands of good things are available instantly '. \"</p><p>\"We once again achieved steady growth in performance in the first quarter, and we expect the strong growth momentum to continue.\" Chen Zhaoming, chief financial officer of Dada Group, said, \"After adjusting the landing distribution business to the net revenue caliber during the comparison period, we expect Dada Group's total revenue in the second quarter to increase by 72% to 78% year-on-year. At the same time, we are full of confidence in the growth of JD Daojia platform. We expect that JD Daojia's revenue growth rate in the second quarter will exceed 80% year-on-year, and further accelerate growth on this basis.\"</p><p>After the financial report was announced, Dada Group's share price rose 2.25% to $26.32 after hours.<img src=\"https://static.tigerbbs.com/d43a428fa6056e8df3ea3c416a2928a0\" tg-width=\"685\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fdb93088707339fbe1ca1f046f6eada","relate_stocks":{"DADA":"达达集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141256361","content_text":"北京时间6月8日早间，中国领先的本地即时零售和配送平台达达集团发布了截至3月31日的第一季度未经审计财务报告。财报显示，达达集团2021年第一季度营收17亿元人民币，同比增长52%，超出指引上限，高于市场一致预期。截至2021年3月31日的12个月里，京东到家平台总交易额(GMV)281亿元人民币，同比增长79%。达达集团旗下本地即时配送平台达达快送，2021年第一季度营收同比增长51%至9亿元人民币。达达集团旗下本地即时零售平台京东到家，2021年第一季度营收同比增长53%至8亿元人民币，两年复合增长率近100%。“我们非常高兴以业绩强劲的第一季度开启2021年。”达达集团创始人、董事会主席兼CEO蒯佳祺表示，“本季度，达达集团进一步深化与京东的全渠道战略合作，在本地即时零售和即时配送领域将获得京东集团的全力支持。双方协同优势，旨在为更多消费者提供更完善的服务，助推实体经济发展，与合作伙伴们共赢，为社会创造更大的价值。达达将战略承接京东即时零售和即时配送业务，全面扩大与京东在全渠道领域的合作，向多场景、多品类扩展。我们将持续深耕即时零售与物流领域，推动行业加速迈向‘万千好物，即时可得’的微距电商时代。”“我们在第一季度再次实现了业绩稳健增长，预计强劲增长势头将延续。”达达集团首席财务官陈兆明表示，“在将对比期间内落地配业务统一调整为净额收入口径后，我们预计达达集团第二季度总营收将同比增长72%至78%。与此同时，我们对京东到家平台的增长充满信心，预计第二季度京东到家营收同比增速将超过80%，并在2021年下半年实现在此基础上的进一步加速增长。”财报公布后，达达集团盘后股价涨2.25%，报26.32美元。","news_type":1,"symbols_score_info":{"DADA":0.9}},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902816909,"gmtCreate":1659667686704,"gmtModify":1705310227106,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902816909","repostId":"1194670238","repostType":4,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863123402,"gmtCreate":1632365915706,"gmtModify":1676530764425,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863123402","repostId":"1129777836","repostType":4,"repost":{"id":"1129777836","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":1632360119,"share":"https://ttm.financial/m/news/1129777836?lang=en_US&edition=fundamental","pubTime":"2021-09-23 09:21","market":"us","language":"zh","title":"Opening: Hang Seng Index opened 1.62% higher, Evergrande concept stocks rebounded","url":"https://stock-news.laohu8.com/highlight/detail?id=1129777836","media":"老虎资讯综合","summary":"9月23日讯，港股三大指数集体高开，恒指涨1.62%报24614点，国指涨1.76%报8792点，恒生科技指数涨2.03%报6369点。\n盘面上，恒大系大幅高开，中国恒大、恒大物业、恒大汽车均大涨15","content":"<p>On September 23, the three major Hong Kong stock indexes collectively opened higher. The Hang Seng Index rose 1.62% to 24,614 points, the State Index rose 1.76% to 8,792 points, and the Hang Seng Technology Index rose 2.03% to 6,369 points.</p><p>On the market, the Evergrande series opened sharply higher,<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/06666\">Evergrande Property</a>、<a href=\"https://laohu8.com/S/00708\">Evergrande Auto</a>Both rose by 15%. In terms of news, Evergrande Real Estate Group Co., Ltd. released an announcement on the 2021 interest payment of the public issuance of corporate bonds (first phase) to professional investors in 2020: 20 Evergrande 04 bonds will be issued on September 23, 2021 Pay interest for the period from September 23, 2020 to September 22, 2021; Property management stocks and power stocks both rose sharply.<a href=\"https://laohu8.com/S/02380\">China Electric Power</a>、<a href=\"https://laohu8.com/S/01918\">Sunac China</a>Soared more than 9%; Large technology stocks generally rose, with Kuaishou rising nearly 4%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Meituan rose more than 3%, Tencent rose more than 2%; Pharmaceutical stocks were among the top losers, while Chinese brokerage stocks and beer stocks weakened significantly.<img src=\"https://static.tigerbbs.com/6c15b5ed93fb54f1213d75e207aee11d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening: Hang Seng Index opened 1.62% higher, Evergrande concept stocks rebounded</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\">\nOpening: Hang Seng Index opened 1.62% higher, Evergrande concept stocks rebounded\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\">2021-09-23 09:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 23, the three major Hong Kong stock indexes collectively opened higher. The Hang Seng Index rose 1.62% to 24,614 points, the State Index rose 1.76% to 8,792 points, and the Hang Seng Technology Index rose 2.03% to 6,369 points.</p><p>On the market, the Evergrande series opened sharply higher,<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/06666\">Evergrande Property</a>、<a href=\"https://laohu8.com/S/00708\">Evergrande Auto</a>Both rose by 15%. In terms of news, Evergrande Real Estate Group Co., Ltd. released an announcement on the 2021 interest payment of the public issuance of corporate bonds (first phase) to professional investors in 2020: 20 Evergrande 04 bonds will be issued on September 23, 2021 Pay interest for the period from September 23, 2020 to September 22, 2021; Property management stocks and power stocks both rose sharply.<a href=\"https://laohu8.com/S/02380\">China Electric Power</a>、<a href=\"https://laohu8.com/S/01918\">Sunac China</a>Soared more than 9%; Large technology stocks generally rose, with Kuaishou rising nearly 4%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Meituan rose more than 3%, Tencent rose more than 2%; Pharmaceutical stocks were among the top losers, while Chinese brokerage stocks and beer stocks weakened significantly.<img src=\"https://static.tigerbbs.com/6c15b5ed93fb54f1213d75e207aee11d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"513600":"恒生指数ETF","HSI":"恒生指数","02833":"恒指ETF","03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129777836","content_text":"9月23日讯，港股三大指数集体高开，恒指涨1.62%报24614点，国指涨1.76%报8792点，恒生科技指数涨2.03%报6369点。\n盘面上，恒大系大幅高开，中国恒大、恒大物业、恒大汽车均大涨15%，消息面上，恒大地产集团有限公司发布2020年面向专业投资者公开发行公司债券(第一期)2021年付息公告：20恒大04债券将于2021年9月23日支付2020年9月23日至2021年9月22日期间的利息；物管股、电力股均大涨，中国电力、融创中国大涨逾9%；大型科技股普涨，快手涨近4%，京东、美团涨超3%，腾讯涨超2%；药品股跌幅居前，中资券商股、啤酒股走弱明显。","news_type":1,"symbols_score_info":{"513600":0.9,"02833":0.9,"HSImain":0.9,"MCHmain":0.9,"HSI":0.9,"MHImain":0.9,"HHImain":0.9,"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155713355,"gmtCreate":1625453048477,"gmtModify":1703741997437,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155713355","repostId":"2149383732","repostType":4,"repost":{"id":"2149383732","kind":"highlight","pubTimestamp":1625435423,"share":"https://ttm.financial/m/news/2149383732?lang=en_US&edition=fundamental","pubTime":"2021-07-05 05:50","market":"us","language":"zh","title":"Foreign media headlines: Technology stocks are making a comeback! Investors ease their guard on Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2149383732","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美联储将公布会议纪要 欧佩克恐难就增产达成一致\n\n\n2、拜登下令调查最新的勒索软件攻击\n\n\n3、阿联酋拒绝将欧佩克+石油生产协议延长至2022年底","content":"<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. The Federal Reserve will release the minutes of the meeting. OPEC may find it difficult to reach an agreement on increasing production</b><b>2. Biden orders investigation into latest ransomware attack</b><b>3. UAE refuses to extend OPEC + oil production agreement until the end of 2022</b><b>4. Tyson recalls 8.5 million pounds<a href=\"https://laohu8.com/S/JE..UK\">instant</a>Suspected Listeria infection in chicken products</b><b>5. Investors are paying attention to high-Dividend stocks amid sluggish U.S. Treasury Bond yields</b><b>6. Technology stocks have made a comeback after being dormant for two months and investors have begun to relax their vigilance against the Fed</b><img src=\"https://static.tigerbbs.com/b6a6609829daa53af3b9be1b4c8ce893\" tg-width=\"550\" tg-height=\"287\" referrerpolicy=\"no-referrer\"></p><p><b>The Federal Reserve will release the minutes of its meeting, OPEC may find it difficult to reach an agreement on increasing production</b></p><p>The international market continued to be turbulent last week. The U.S. non-agricultural payrolls in June were better than expected, while the Organization for Economic Cooperation and Development (OECD) reached a consensus on the minimum global corporate tax rate. There were differences within OPEC + on revising the production reduction plan, and the United Arab Emirates refused to extend the OPEC + oil production agreement to the end of 2022.</p><p>U.S. stocks rose across the board, with the Dow up 1% on the week, the Nasdaq up 2% on the week, and the S&P 500 up 1.7% on the week. The performance of the three major European stock indexes was divided.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.2% for the week,<a href=\"https://laohu8.com/S/XDDX.UK\">German DAX 30</a>The index rose 0.2% for the week, while France's CAC 40 index fell 1.1% for the week.</p><p>The main highlights this week are: Due to the Independence Day holiday, the U.S. stock market will be closed for one day on July 5 (Monday). The Reserve Bank of Australia is about to hold an interest rate meeting or tighten monetary policy. The Federal Reserve and the European Central Bank will release the minutes of their June meetings, and the OPEC + ministerial meeting will be focused on how internal cracks will be eased after successive postponements. In addition, the meeting of finance ministers of the Group of Twenty (G20) will continue to promote the global minimum corporate tax rate plan.</p><p><img src=\"https://static.tigerbbs.com/d3cf13a991b6211398a325df3358811b\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><p><b>Biden orders investigation into latest ransomware attack</b></p><p>On July 3 local time, President Joe Biden said he had instructed U.S. intelligence agencies to investigate those behind a sophisticated ransomware attack that hit hundreds of U.S. businesses and raised suspicions of Russian gang involvement.</p><p>Security firm Huntress Labs said Friday it held the Russia-linked REvil ransomware gang responsible for the latest ransomware outbreak. Last month, the FBI accused the same group of paralyzing meatpacker JBS SA.</p><p>While visiting Michigan to promote his vaccination program, Biden was asked about hacking when buying pies at the Cherry Orchard Market.</p><p>Biden says \"we're not sure\" who is behind the attacks. \"The original idea was not the Russian government, but we're not sure yet,\" he said.</p><p>Biden said he has directed U.S. intelligence agencies to investigate and the U.S. will respond if they determine Russia is the culprit.</p><p><img src=\"https://static.tigerbbs.com/48cd6b86da953b25c54c875b27191468\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p><b>UAE refuses to extend OPEC + oil production deal until end of 2022</b></p><p>The UAE said it rejected plans by other OPEC + members to extend the OPEC production cut deal beyond April 2022 unless it was allowed to set a higher benchmark for its own production cuts.</p><p>The United Arab Emirates on Friday blocked the OPEC + deal in which cartel leaders Russia and Saudi Arabia negotiated to increase supplies, demanding better conditions for themselves.</p><p>After two days of intense negotiations, with the UAE as the sole holder, ministers suspended the talks until Monday, with markets struggling as oil continues to surge above $75 a barrel.</p><p>The UAE said it agreed the 23-nation bloc should boost production by 400,000 barrels per month from August, but the idea of extending the OPEC + supply deal-agreed in early 2020 at the start of the pandemic in Novel Coronavirus-should be treated separately.</p><p><img src=\"https://static.tigerbbs.com/c7b1de69ba0e29370de29e25955a172a\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Tyson recalls 8.5 million pounds of ready-to-eat chicken products suspected of Listeria infection</b></p><p>On July 4, local time, the United States<a href=\"https://laohu8.com/S/TSN\">Tyson Foods</a>The company issued a statement saying that it would recall nearly 8.5 million pounds (about 3.85 million kilograms) of ready-to-eat chicken products that may be infected with Listeria.</p><p>Tyson said in the statement that because chicken food may have been exposed to a harmful bacteria-Listeria, although there is no conclusive evidence that the product was contaminated during shipment, it voluntarily initiated the recall process out of caution.</p><p>Listeriosis is an infection caused by the spread of Listeria bacteria from the intestines to other parts of the body. According to the Centers for Disease Control and Prevention, symptoms of severe illness caused by Listeria begin to appear about 1 to 4 weeks after eating contaminated food. Symptoms may include headaches, stiff neck, loss of balance, confusion and convulsions, as well as fever and sore muscles.</p><p><img src=\"https://static.tigerbbs.com/0c6c1b58a663548e7274d063f8ba3571\" tg-width=\"550\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p><b>Investors turn to high-Dividend stocks amid sluggish US Treasury Bond yields</b></p><p>Market expectations that U.S. Treasury yields may remain moderate in the second half of this year prompted some investors to re-examine companies that pay higher dividends than U.S. Treasury bonds.</p><p>ProShares S&P Dividend Aristocrats ETF-- Measures companies that have added their Dividend each year over the past 25 years or more-up 14.3% this year, compared with the S&P 500's 15.8% gain.</p><p>Still, some investors believe the stocks could be a good buy in the coming months, as a more hawkish tone from the Federal Reserve and signs of growth peaking undermine expectations that U.S. Treasury Bond yields will resume surging momentum that began in the first quarter but has declined recently.</p><p>The S&P Dividend Aristocrat Index has a Dividend rate of 2.15%, while the 10-year U.S. Treasury Bond has a Dividend rate of 1.48%. The S&p500 Dividend Aristocrat ETF remains about 4% below its May peak.</p><p><img src=\"https://static.tigerbbs.com/8fb97f4d3de40cd69b0fb39ab7592240\" tg-width=\"727\" tg-height=\"468\"></p><p><b>Tech stocks have made a comeback after two months of hibernation, investors are beginning to let down their guard against the Fed</b></p><p>[Easing policy and inflation expectations have driven market rotation since the Fed's decision, and growth stocks have become market hot spots in the past two weeks. Steven Wieting, chief investment strategist at Citibank, believes that as the economic recovery gradually shifts from a high-speed period to a stable period, the time is ripe for investors to switch from cyclical sectors to growth stocks.]</p><p>U.S. stocks got off to a strong start in the second half of the year, with the Nasdaq and S&P ushering in the Independence Day holiday at record highs. As the U.S. economy continues to recover, non-agricultural reports show that labor shortages may begin to ease, and the recovery of the job market will return to the right track. At the same time, U.S. President Biden's infrastructure bill is also expected to bring new development momentum, triggering investor optimism. Under the rotation of sectors, can growth stocks that were previously suppressed by the Fed's policy expectations continue their strong performance?</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: Technology stocks are making a comeback! Investors ease their guard on Fed</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: Technology stocks are making a comeback! Investors ease their guard on Fed\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-05 05:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. The Federal Reserve will release the minutes of the meeting. OPEC may find it difficult to reach an agreement on increasing production</b><b>2. Biden orders investigation into latest ransomware attack</b><b>3. UAE refuses to extend OPEC + oil production agreement until the end of 2022</b><b>4. Tyson recalls 8.5 million pounds<a href=\"https://laohu8.com/S/JE..UK\">instant</a>Suspected Listeria infection in chicken products</b><b>5. Investors are paying attention to high-Dividend stocks amid sluggish U.S. Treasury Bond yields</b><b>6. Technology stocks have made a comeback after being dormant for two months and investors have begun to relax their vigilance against the Fed</b><img src=\"https://static.tigerbbs.com/b6a6609829daa53af3b9be1b4c8ce893\" tg-width=\"550\" tg-height=\"287\" referrerpolicy=\"no-referrer\"></p><p><b>The Federal Reserve will release the minutes of its meeting, OPEC may find it difficult to reach an agreement on increasing production</b></p><p>The international market continued to be turbulent last week. The U.S. non-agricultural payrolls in June were better than expected, while the Organization for Economic Cooperation and Development (OECD) reached a consensus on the minimum global corporate tax rate. There were differences within OPEC + on revising the production reduction plan, and the United Arab Emirates refused to extend the OPEC + oil production agreement to the end of 2022.</p><p>U.S. stocks rose across the board, with the Dow up 1% on the week, the Nasdaq up 2% on the week, and the S&P 500 up 1.7% on the week. The performance of the three major European stock indexes was divided.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.2% for the week,<a href=\"https://laohu8.com/S/XDDX.UK\">German DAX 30</a>The index rose 0.2% for the week, while France's CAC 40 index fell 1.1% for the week.</p><p>The main highlights this week are: Due to the Independence Day holiday, the U.S. stock market will be closed for one day on July 5 (Monday). The Reserve Bank of Australia is about to hold an interest rate meeting or tighten monetary policy. The Federal Reserve and the European Central Bank will release the minutes of their June meetings, and the OPEC + ministerial meeting will be focused on how internal cracks will be eased after successive postponements. In addition, the meeting of finance ministers of the Group of Twenty (G20) will continue to promote the global minimum corporate tax rate plan.</p><p><img src=\"https://static.tigerbbs.com/d3cf13a991b6211398a325df3358811b\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><p><b>Biden orders investigation into latest ransomware attack</b></p><p>On July 3 local time, President Joe Biden said he had instructed U.S. intelligence agencies to investigate those behind a sophisticated ransomware attack that hit hundreds of U.S. businesses and raised suspicions of Russian gang involvement.</p><p>Security firm Huntress Labs said Friday it held the Russia-linked REvil ransomware gang responsible for the latest ransomware outbreak. Last month, the FBI accused the same group of paralyzing meatpacker JBS SA.</p><p>While visiting Michigan to promote his vaccination program, Biden was asked about hacking when buying pies at the Cherry Orchard Market.</p><p>Biden says \"we're not sure\" who is behind the attacks. \"The original idea was not the Russian government, but we're not sure yet,\" he said.</p><p>Biden said he has directed U.S. intelligence agencies to investigate and the U.S. will respond if they determine Russia is the culprit.</p><p><img src=\"https://static.tigerbbs.com/48cd6b86da953b25c54c875b27191468\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p><b>UAE refuses to extend OPEC + oil production deal until end of 2022</b></p><p>The UAE said it rejected plans by other OPEC + members to extend the OPEC production cut deal beyond April 2022 unless it was allowed to set a higher benchmark for its own production cuts.</p><p>The United Arab Emirates on Friday blocked the OPEC + deal in which cartel leaders Russia and Saudi Arabia negotiated to increase supplies, demanding better conditions for themselves.</p><p>After two days of intense negotiations, with the UAE as the sole holder, ministers suspended the talks until Monday, with markets struggling as oil continues to surge above $75 a barrel.</p><p>The UAE said it agreed the 23-nation bloc should boost production by 400,000 barrels per month from August, but the idea of extending the OPEC + supply deal-agreed in early 2020 at the start of the pandemic in Novel Coronavirus-should be treated separately.</p><p><img src=\"https://static.tigerbbs.com/c7b1de69ba0e29370de29e25955a172a\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Tyson recalls 8.5 million pounds of ready-to-eat chicken products suspected of Listeria infection</b></p><p>On July 4, local time, the United States<a href=\"https://laohu8.com/S/TSN\">Tyson Foods</a>The company issued a statement saying that it would recall nearly 8.5 million pounds (about 3.85 million kilograms) of ready-to-eat chicken products that may be infected with Listeria.</p><p>Tyson said in the statement that because chicken food may have been exposed to a harmful bacteria-Listeria, although there is no conclusive evidence that the product was contaminated during shipment, it voluntarily initiated the recall process out of caution.</p><p>Listeriosis is an infection caused by the spread of Listeria bacteria from the intestines to other parts of the body. According to the Centers for Disease Control and Prevention, symptoms of severe illness caused by Listeria begin to appear about 1 to 4 weeks after eating contaminated food. Symptoms may include headaches, stiff neck, loss of balance, confusion and convulsions, as well as fever and sore muscles.</p><p><img src=\"https://static.tigerbbs.com/0c6c1b58a663548e7274d063f8ba3571\" tg-width=\"550\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p><b>Investors turn to high-Dividend stocks amid sluggish US Treasury Bond yields</b></p><p>Market expectations that U.S. Treasury yields may remain moderate in the second half of this year prompted some investors to re-examine companies that pay higher dividends than U.S. Treasury bonds.</p><p>ProShares S&P Dividend Aristocrats ETF-- Measures companies that have added their Dividend each year over the past 25 years or more-up 14.3% this year, compared with the S&P 500's 15.8% gain.</p><p>Still, some investors believe the stocks could be a good buy in the coming months, as a more hawkish tone from the Federal Reserve and signs of growth peaking undermine expectations that U.S. Treasury Bond yields will resume surging momentum that began in the first quarter but has declined recently.</p><p>The S&P Dividend Aristocrat Index has a Dividend rate of 2.15%, while the 10-year U.S. Treasury Bond has a Dividend rate of 1.48%. The S&p500 Dividend Aristocrat ETF remains about 4% below its May peak.</p><p><img src=\"https://static.tigerbbs.com/8fb97f4d3de40cd69b0fb39ab7592240\" tg-width=\"727\" tg-height=\"468\"></p><p><b>Tech stocks have made a comeback after two months of hibernation, investors are beginning to let down their guard against the Fed</b></p><p>[Easing policy and inflation expectations have driven market rotation since the Fed's decision, and growth stocks have become market hot spots in the past two weeks. Steven Wieting, chief investment strategist at Citibank, believes that as the economic recovery gradually shifts from a high-speed period to a stable period, the time is ripe for investors to switch from cyclical sectors to growth stocks.]</p><p>U.S. stocks got off to a strong start in the second half of the year, with the Nasdaq and S&P ushering in the Independence Day holiday at record highs. As the U.S. economy continues to recover, non-agricultural reports show that labor shortages may begin to ease, and the recovery of the job market will return to the right track. At the same time, U.S. President Biden's infrastructure bill is also expected to bring new development momentum, triggering investor optimism. Under the rotation of sectors, can growth stocks that were previously suppressed by the Fed's policy expectations continue their strong performance?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-05/doc-ikqcfnca4951319.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500ETF-iShares","SQQQ":"纳指三倍做空ETF","OEX":"标普100","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","DXD":"两倍做空道琼30指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","DOG":"道指ETF-ProShares做空","SDS":"两倍做空标普500 ETF-ProShares","DJX":"1/100道琼斯",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","OEF":"标普100指数ETF-iShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-05/doc-ikqcfnca4951319.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2149383732","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美联储将公布会议纪要 欧佩克恐难就增产达成一致\n\n\n2、拜登下令调查最新的勒索软件攻击\n\n\n3、阿联酋拒绝将欧佩克+石油生产协议延长至2022年底\n\n\n4、泰森公司召回850万磅即食鸡肉产品 疑似感染李斯特菌\n\n\n5、在美国国债收益率低迷之际 投资者开始关注高股息股票\n\n\n6、蛰伏两月科技股卷土重来 投资者开始对美联储放松警惕\n\n\n美联储将公布会议纪要 欧佩克恐难就增产达成一致\n上周国际市场持续动荡，美国6月非农好于预期，而经合组织（OECD）就全球企业最低税率达成共识，欧佩克+内部对修改减产计划出现分歧，阿联酋拒绝将欧佩克+石油生产协议延长至2022年底。\n美股全线上涨，道指周涨1%，纳指周涨2%，标普500指数周涨1.7%。欧洲三大股指表现分化，英国富时100指数周跌0.2%，德国DAX 30指数周涨0.2%，法国CAC 40指数周跌1.1%。\n本周主要看点有：因独立日假期，美股7月5日（周一）休市一天。澳洲联储即将召开议息会议，或收紧货币政策。美联储和欧洲央行将公布6月会议纪要，OPEC+部长级会议连续推迟后关注内部裂痕如何缓解。此外，二十国集团（G20）财长会议将继续推动全球最低企业税率方案。\n\n拜登下令调查最新的勒索软件攻击\n当地时间7月3日总统乔拜登表示，他已指示美国情报机构调查一场复杂的勒索软件攻击的幕后黑手，该攻击袭击了数百家美国企业，并引发了对俄罗斯帮派参与的怀疑。\n安全公司 Huntress Labs 周五表示，它认为与俄罗斯有关的 REvil 勒索软件团伙应对最新的勒索软件爆发负责。上个月，联邦调查局指责同一组织使肉类加工商JBS SA瘫痪。\n拜登在访问密歇根州以宣传他的疫苗接种计划时，被问及在樱桃园市场购买馅饼时的黑客行为。\n拜登说“我们不确定”袭击的幕后黑手是谁。“最初的想法是不是俄罗斯政府，但我们还不确定，”他说。\n拜登表示，他已指示美国情报机构进行调查，如果他们确定俄罗斯是罪魁祸首，美国将作出回应。\n\n阿联酋拒绝将欧佩克+石油生产协议延长至2022年底\n阿联酋表示，它拒绝其他欧佩克+成员国将欧佩克减产协议延长至2022年4月之后的计划，除非允许其为自己的减产设定更高的基准。\n阿联酋周五阻止了欧佩克+协议，该协议的卡特尔领导人俄罗斯和沙特阿拉伯为增加供应而商讨，要求为自己提供更好的条件。\n经过两天激烈的谈判，而阿联酋是唯一的坚持者，部长们将谈判暂停到周一，随着石油继续飙升至每桶75美元以上，市场陷入困境。\n阿联酋表示同意这个由23个国家组成的集团应从8月起每月将产量提高40万桶，但延长OPEC+供应协议的想法——在新冠病毒大流行开始时于2020年初达成——应该分别对待。\n\n泰森公司召回850万磅即食鸡肉产品 疑似感染李斯特菌\n当地时间7月4日，美国泰森食品公司发表声明表示将召回近850万磅（约385万公斤）可能感染了李斯特菌的即食鸡肉产品。\n泰森公司在声明中表示，由于鸡肉食品可能接触到了一种有害细菌——李斯特菌，尽管目前没有确凿的证据表明产品在装运时受到了污染，但出于谨慎考虑，自愿启动召回程序。\n李斯特菌病是一种由李斯特菌从肠道扩散到身体其他部位引起的感染。根据疾病控制和预防中心的数据，李斯特菌引起的严重疾病症状在食用受污染的食物后大约1到4周开始出现。症状可能包括头痛、颈部僵硬、失去平衡、意识模糊和抽搐，以及发烧和肌肉酸痛。\n\n在美国国债收益率低迷之际 投资者开始关注高股息股票\n市场预期美国公债收益率今年下半年可能保持温和，这促使一些投资者重新审视那些派息高于美国公债的公司。\nProShares S&P Dividend Aristocrats ETF——衡量过去25年或更长时间内每年增加股息的公司——今年上涨了14.3%，而标准普尔500指数上涨了15.8%。\n不过，一些投资者认为，这些股票在未来几个月可能是一个不错的选择，因为美联储更为鹰派的基调以及增长见顶的迹象，削弱了人们对美国国债收益率将恢复从第一季度开始但最近有所下降的飙升势头的预期。\n标准普尔股息贵族指数的股息率为2.15%，而10年期美国国债的股息率为1.48%。标准普尔500指数（S&p500）股息贵族ETF仍较5月份峰值低约4%。\n\n蛰伏两月科技股卷土重来 投资者开始对美联储放松警惕\n[ 宽松政策和通胀预期推动了美联储决议以来的市场轮动，成长股近两周成为市场热点。花旗银行首席投资策略师怀丁（Steven Wieting）认为，随着经济复苏逐渐从高速期转向平稳期，投资者由周期板块转投成长股的时机已经成熟。 ]\n美股下半年强势开局，纳指、标普以历史新高迎来了独立日假期。随着美国经济持续复苏，非农报告显示劳动力短缺可能开始缓解，就业市场复苏将重回正轨，同时美国总统拜登的基建法案也有望带来新发展动能，引发投资者乐观情绪。板块轮动下，此前受到美联储政策预期打压的成长股能否延续强势表现？","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDOW":0.9,"PSQ":0.9,"SPXU":0.9,"QQQ":0.9,".IXIC":0.9,"SSO":0.9,"SQQQ":0.9,".DJI":0.9,"UDOW":0.9,"TQQQ":0.9,"ESmain":0.9,"IVV":0.9,"SH":0.9,"QID":0.9,"MNQmain":0.9,"NQmain":0.9,"DDM":0.9,"OEX":0.9,"SPY":0.9,"SDS":0.9,".SPX":0.9,"DOG":0.9,"UPRO":0.9,"DXD":0.9,"DJX":0.9,"QLD":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150742020,"gmtCreate":1624929238160,"gmtModify":1703848117663,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150742020","repostId":"2147858296","repostType":4,"repost":{"id":"2147858296","kind":"highlight","pubTimestamp":1624926638,"share":"https://ttm.financial/m/news/2147858296?lang=en_US&edition=fundamental","pubTime":"2021-06-29 08:30","market":"hk","language":"zh","title":"Have commodities begun to \"cool down\"? Goldman Sachs gives timeline for supply chain recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=2147858296","media":"智通财经网","summary":"高盛乐观地认为，随着对家庭收入的财政支持减少和支出转向服务业，对耐用品的高需求在未来几个月应该会有所缓和，推动供需恢复正常。","content":"<p>International oil prices fell on Monday as investors expected OPEC + to increase production this week, with U.S. oil and Brent oil falling more than 1.7% each. Prices for a range of commodities, from copper to timber, have cooled recently, but supply chain disruptions remain a severe challenge, with a greater impact on the global economy and inflation.</p><p>In this regard,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Of economists have studied the root causes of supply-demand imbalances in areas such as commodities, and discussed the timetable for normalization. The investment bank also discussed when and to what extent the price surge caused by the imbalance between supply and demand should begin to reverse, and what that means for the broader inflation outlook this year and next.</p><p><b>On the supply side, Goldman Sachs analyzes when supply chain bottlenecks will ease from three perspectives:</b></p><p>First, some companies initially scaled back in anticipation of lower demand, while others had to halt production because of the virus. For example, automakers closed factories to improve safety at the beginning of the pandemic, causing vehicle production to plummet. They have also reduced ordering of microchips, which has caused chipmakers to reduce production. Similarly, cash-strapped car rental companies sold about a third of their vehicles when they initially faced a sharp drop in demand.</p><p>Second, production has been hampered by supply chain disruptions, particularly negative supply shocks that have led to global semiconductor shortages. The shortage of microchips has affected many consumer goods, including electronics, household appliances and automobiles. The chip shortage caused vehicle production to fall for the second time in the past four months, bringing the shortfall in U.S. vehicle production since the pandemic began to 2.5 million vehicles.</p><p>Third, the global shipping industry has experienced a series of problems-container shortages, blocked Suez Canal, port congestion, and outbreaks at key ports-that have slowed shipping and significantly increased transportation costs.</p><p>This begs another question: What is the timetable for normalizing the supply and demand pattern? Goldman Sachs is optimistic that high demand for durable goods should ease in the coming months as fiscal support for household incomes dwindles and spending shifts to services, pushing supply and demand back to normal.</p><p>Meanwhile, on the supply side, Goldman argues that the semiconductor shortage will begin to improve later this year. Here's why:</p><p>In the short term, chipmakers will prioritize automotive chips, partially at the expense of consumer electronics chips. In the medium term, supply will increase as existing semiconductor plants that ordered new machines late last year to ramp up production bring new capacity into operation.</p><p>It takes about 6-9 months for new tools to be delivered, one month for installation and testing, and two months for new capacity to start producing chips, meaning global supply will increase around the end of the year. In the long run, new plants under construction in the U.S. and overseas should be operational in about two years, which will further boost global supply to meet rapidly growing demand. Industry analysts at Goldman Sachs believe that the net effect is,<b>The recent sharp price surge will end this year, but the global semiconductor market will continue to be tight until 2023, and price trends will continue to be stronger than the pre-pandemic deflationary norm.</b></p><p><b>Commodities remain a hot bet on Wall Street</b></p><p>Despite the recent correction in commodity prices, commodities such as lumber and copper remain high, and reopening laggs oil and gas have also risen sharply to their highest levels since 2018.</p><p>Commodity prices send conflicting signals to investors. On the one hand, rising prices are seen as a threat to recovery because they lead to higher commodity costs. Investors, on the other hand, tend to buy commodities to benefit from economic growth and protect their portfolios from inflation.</p><p>\"I think we're in the early stages of this trend,\" said Ed Egilinsky, head of alternative investments at Direxion, which manages exchange-traded funds that bet on commodity futures prices. \"I don't think inflation is going to be as transitory as the Fed says.\"</p><p>Strong consumer demand, government spending, a trillion-dollar U.S. infrastructure stimulus plan, and years of insufficient investment in production capacity are all reasons why some investors are bullish on commodities.</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>In times of inflation, commodities tend to perform well relative to other asset classes and appear cheap relative to stocks at their current price, according to researchers at Deutsche Bank. Major stock indexes have soared to record levels over the past 10 years thanks to the huge influence of tech companies.</p><p><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>\"Commodities have been outdated as an asset class for more than 10 years,\" said research strategist Jim Reid. \"Just a small rotation can have a significant impact on prices.\"</p>","source":"highlight_zhitongcaijin","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>Have commodities begun to \"cool down\"? Goldman Sachs gives timeline for supply chain recovery</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\">\nHave commodities begun to \"cool down\"? Goldman Sachs gives timeline for supply chain recovery\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2021-06-29 08:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>International oil prices fell on Monday as investors expected OPEC + to increase production this week, with U.S. oil and Brent oil falling more than 1.7% each. Prices for a range of commodities, from copper to timber, have cooled recently, but supply chain disruptions remain a severe challenge, with a greater impact on the global economy and inflation.</p><p>In this regard,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Of economists have studied the root causes of supply-demand imbalances in areas such as commodities, and discussed the timetable for normalization. The investment bank also discussed when and to what extent the price surge caused by the imbalance between supply and demand should begin to reverse, and what that means for the broader inflation outlook this year and next.</p><p><b>On the supply side, Goldman Sachs analyzes when supply chain bottlenecks will ease from three perspectives:</b></p><p>First, some companies initially scaled back in anticipation of lower demand, while others had to halt production because of the virus. For example, automakers closed factories to improve safety at the beginning of the pandemic, causing vehicle production to plummet. They have also reduced ordering of microchips, which has caused chipmakers to reduce production. Similarly, cash-strapped car rental companies sold about a third of their vehicles when they initially faced a sharp drop in demand.</p><p>Second, production has been hampered by supply chain disruptions, particularly negative supply shocks that have led to global semiconductor shortages. The shortage of microchips has affected many consumer goods, including electronics, household appliances and automobiles. The chip shortage caused vehicle production to fall for the second time in the past four months, bringing the shortfall in U.S. vehicle production since the pandemic began to 2.5 million vehicles.</p><p>Third, the global shipping industry has experienced a series of problems-container shortages, blocked Suez Canal, port congestion, and outbreaks at key ports-that have slowed shipping and significantly increased transportation costs.</p><p>This begs another question: What is the timetable for normalizing the supply and demand pattern? Goldman Sachs is optimistic that high demand for durable goods should ease in the coming months as fiscal support for household incomes dwindles and spending shifts to services, pushing supply and demand back to normal.</p><p>Meanwhile, on the supply side, Goldman argues that the semiconductor shortage will begin to improve later this year. Here's why:</p><p>In the short term, chipmakers will prioritize automotive chips, partially at the expense of consumer electronics chips. In the medium term, supply will increase as existing semiconductor plants that ordered new machines late last year to ramp up production bring new capacity into operation.</p><p>It takes about 6-9 months for new tools to be delivered, one month for installation and testing, and two months for new capacity to start producing chips, meaning global supply will increase around the end of the year. In the long run, new plants under construction in the U.S. and overseas should be operational in about two years, which will further boost global supply to meet rapidly growing demand. Industry analysts at Goldman Sachs believe that the net effect is,<b>The recent sharp price surge will end this year, but the global semiconductor market will continue to be tight until 2023, and price trends will continue to be stronger than the pre-pandemic deflationary norm.</b></p><p><b>Commodities remain a hot bet on Wall Street</b></p><p>Despite the recent correction in commodity prices, commodities such as lumber and copper remain high, and reopening laggs oil and gas have also risen sharply to their highest levels since 2018.</p><p>Commodity prices send conflicting signals to investors. On the one hand, rising prices are seen as a threat to recovery because they lead to higher commodity costs. Investors, on the other hand, tend to buy commodities to benefit from economic growth and protect their portfolios from inflation.</p><p>\"I think we're in the early stages of this trend,\" said Ed Egilinsky, head of alternative investments at Direxion, which manages exchange-traded funds that bet on commodity futures prices. \"I don't think inflation is going to be as transitory as the Fed says.\"</p><p>Strong consumer demand, government spending, a trillion-dollar U.S. infrastructure stimulus plan, and years of insufficient investment in production capacity are all reasons why some investors are bullish on commodities.</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>In times of inflation, commodities tend to perform well relative to other asset classes and appear cheap relative to stocks at their current price, according to researchers at Deutsche Bank. Major stock indexes have soared to record levels over the past 10 years thanks to the huge influence of tech companies.</p><p><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>\"Commodities have been outdated as an asset class for more than 10 years,\" said research strategist Jim Reid. \"Just a small rotation can have a significant impact on prices.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/503093.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/913d179bb30976967a53cff2c2330900","relate_stocks":{"161715":"大宗商品","GS":"高盛","000979.SH":"大宗商品"},"source_url":"http://www.zhitongcaijing.com/content/detail/503093.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2147858296","content_text":"由于投资者预期欧佩克+本周增产，国际油价创周一下挫，美油和布油分别跌逾1.7%。近期从铜到木材的一系列商品价格已有所降温，但供应链中断仍是一个严峻挑战，对全球经济和通胀都有较大影响。\n对此，高盛的经济学家们研究了商品等领域供需失衡的根本原因，并讨论了正常化的时间表。该投行还讨论了由供需失衡造成的价格飙升应在何时、在何种程度上开始逆转，以及这对今年和明年更广泛的通胀前景意味着什么。\n在供应方面，高盛从三个角度分析供应链瓶颈何时缓和：\n首先，部分企业最初缩减规模是因为预计需求下降，而另一些公司则因为病毒而不得不停止生产。例如，汽车制造商在疫情开始时关闭工厂以提高安全性，导致汽车产量大幅下降。他们还减少了微芯片的订购，从而导致芯片制造商减少了产量。同样，资金紧张的汽车租赁公司在最初面临需求急剧下降时，售出了大约三分之一的汽车。\n第二，生产受到供应链中断的阻碍，特别是导致全球半导体短缺的负面供应冲击。微芯片的短缺已经影响到许多消费品，包括电子产品、家用电器和汽车。芯片短缺导致汽车产量在过去四个月里第二次下降，使美国汽车产量自疫情开始以来的缺口达到250万辆。\n第三，全球航运业经历了一系列问题——集装箱短缺、苏伊士运河阻塞、港口拥堵以及关键港口的疫情爆发——这些问题减缓了运输速度，并大幅增加了运输成本。\n这就引出了另一个问题：供需格局正常化的时间表是什么?高盛乐观地认为，随着对家庭收入的财政支持减少和支出转向服务业，对耐用品的高需求在未来几个月应该会有所缓和，推动供需恢复正常。\n与此同时，在供应方面，高盛辩称，半导体短缺将在今年晚些时候开始改善。原因如下：\n在短期内，芯片制造商将优先生产汽车芯片，部分牺牲了消费电子芯片。从中期来看，随着去年年底订购新机器以提高产量的现有半导体工厂将新产能投入运营，供应将增加。\n新工具交付大约需要6-9个月，安装和测试需要一个月，新产能开始生产芯片需要两个月，这意味着全球供应将在年底前后增加。从长远来看，美国和海外在建的新工厂应在大约两年后投入运营，这将进一步提振全球供应，以满足快速增长的需求。高盛的行业分析师认为，其净效应是，最近的价格大幅上涨将在今年结束，但全球半导体市场在2023年之前将继续吃紧，价格趋势将继续强于疫情前的通缩常态。\n大宗商品仍是华尔街的热门押注\n尽管近期大宗商品价格回调，但木材、铜等商品仍居于高位，重新开放的滞后者石油和天然气也已大幅升至2018年以来的最高水平。\n大宗商品价格向投资者发出了相互矛盾的信号。一方面，价格上涨被视为对复苏的威胁，因为它们导致商品成本上升。另一方面，投资者倾向于买入大宗商品以从经济增长中受益，并保护投资组合免受通胀影响。\nDirexion的替代投资主管Ed Egilinsky表示，\"我认为我们正处于这一趋势的早期阶段。\"该公司管理着押注大宗商品期货价格的交易所交易基金。“我不认为通胀会像美联储所说的那样是暂时的。”\n旺盛的消费者需求、政府支出、美国万亿美元基建刺激计划，以及多年来产能投资不足，都是一些投资者看好大宗商品的原因。\n德意志银行(Deutsche Bank)的研究人员称，在通胀时期，大宗商品相对于其他资产类别往往表现良好，而其当前价格上相对于股票又显得便宜。由于科技公司的巨大影响力，主要股指在过去10年飙升至创纪录水平。\n德意志银行研究策略师里德(Jim Reid)表示:“商品作为一种资产类别已经过时10多年了。”“仅仅是小幅轮动，就可能对价格产生重大影响。”","news_type":1,"symbols_score_info":{"161715":0.9,"000979.SH":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120866308,"gmtCreate":1624319159904,"gmtModify":1703833194308,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/120866308","repostId":"2145503164","repostType":4,"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185190079,"gmtCreate":1623635661091,"gmtModify":1704207432948,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/185190079","repostId":"1184301597","repostType":4,"repost":{"id":"1184301597","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":1623625736,"share":"https://ttm.financial/m/news/1184301597?lang=en_US&edition=fundamental","pubTime":"2021-06-14 07:08","market":"hk","language":"zh","title":"Preview: Angel of the Times goes public on Wednesday; Super Central Bank Week debuts","url":"https://stock-news.laohu8.com/highlight/detail?id=1184301597","media":"老虎资讯综合","summary":"周一端午节，港股、A股休市一天，美股照常开市；","content":"<p>SUMMARY<b>：</b></p><p>During the Dragon Boat Festival on Monday, Hong Kong stocks and A-shares were closed for one day, while US stocks opened as usual; In terms of new stocks: Times Angel, the leader of invisible braces, went public on Wednesday, LYEL, a tumor immunotherapy company founded by the head of the National Cancer Institute of the United States, went public on Thursday, and Wanwu Xinsheng, backed by JD.com and Kuaishou, went public in the United States on Friday... Financial events: May Press conference on national economic performance, the Federal Reserve, the Bank of Japan, the Swiss National Bank, etc. will announce interest rate decisions, the adjustment of the FTSE China 50 Index will officially take effect, the second Four Witches Day of the year is approaching, and senior US officials will be dispatched: Biden will attend the NATO summit on Monday and meet with Russian President Putin on Wednesday; Powell held a press conference early Thursday morning; In terms of financial reports: Oracle Bone Inscriptions, Shuidi, Adobe, etc. have successively released financial reports.<b>Monday (June 14) Keywords: Hong Kong stocks A shares are closed for one day due to the Dragon Boat Festival; Biden Attends NATO Summit</b><img src=\"https://static.tigerbbs.com/f3f22545aaa213bcb461898e38543683\" tg-width=\"620\" tg-height=\"344\" referrerpolicy=\"no-referrer\">June 14th (Monday) is the Dragon Boat Festival.<b>A-share Connect, Hong Kong stocks and Hong Kong futures will be closed for one day</b>。 U.S. stocks open as usual.</p><p>The North Atlantic Treaty Organization countries will<b>Summit held at NATO headquarters in Brussels</b>U.S. President Joe Biden will discuss with other NATO leaders on NATO's withdrawal from Afghanistan and the future of the 30 NATO countries. According to media reports, the EU hopes to end the tariff dispute between the two places on the occasion of US President Biden's visit to Europe.</p><p><b>Tuesday (June 15) Keywords: U.S. May retail sales month-on-month, Oracle financial report, AMTD Digital IPO</b></p><p><b>Monthly retail sales rate in May</b>The performance of the economy will reflect the performance of economic momentum. Due to the gradual release of the fiscal stimulus effect of the U.S. government, institutions expect retail sales to decline by 0.8% month-on-month last month after being flat month-on-month in April.</p><p>According to foreign media reports, Maxine Waters, Chairman of the U.S. House of Representatives Financial Services Committee, is scheduled to discuss on June 15<b>Central Bank Digital Currency Hold Hearing</b>And will hold a hearing on the impact of the cryptocurrency wave on June 30.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/QD\">Fun shop</a>Results will be released;<b>After U.S. stocks close,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Results will be released.</b></p><p><b>New shares</b>，<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>、<a href=\"https://laohu8.com/S/ACXP\">Acurx Pharmaceuticals, LLC *</a>Will be listed in the United States. AMTD Digital Parent Company<a href=\"https://laohu8.com/S/HKIB\">AMTD International</a>It is a subsidiary of AMTD Group, which was founded by Li Ka-shing's Cheung Kong Holdings and Hutchison Whampoa.</p><p><b>Wednesday (June 16) Keywords: Angel of the Times listed, press conference on national economic performance in May, Putin and Biden held a meeting</b><img src=\"https://static.tigerbbs.com/391716d32411330f06f6322858f4718c\" tg-width=\"620\" tg-height=\"534\" referrerpolicy=\"no-referrer\">In terms of new shares,<b>Invisible Braces Faucet<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a></b>Black market trading started on Tuesday and officially landed on the Hong Kong Stock Exchange on Wednesday, June 16.</p><p>In addition, health plan management software providers<a href=\"https://laohu8.com/S/CNVY\">Convey Holding Parent, Inc.</a>, Israel Business Insights Platform<a href=\"https://laohu8.com/S/WKME\">WalkMe Ltd.</a>And Swiss biotech companies<a href=\"https://laohu8.com/S/MOLN\">MOLECULAR PARTNERS AG</a>Will be available in the United States.</p><p>The National Bureau of Statistics stated that according to the unified arrangement of press release work,<b>Press conference on the performance of the national economy in May</b>It will be adjusted from 10: 00 am on Wednesday, June 16th to 15: 00 pm on June 16th. In May, the release times of five reports, including the monthly report on industrial production above designated size, the monthly report on fixed asset investment (excluding farmers), the monthly report on real estate development and sales, the monthly report on total retail sales of consumer goods and the monthly report on energy production, were adjusted accordingly to 15:00 pm on the 16th.</p><p><b>Russian President Vladimir Putin and US President Biden</b>The meeting will be held in Geneva, Switzerland. Putin has said that he does not expect any breakthrough in Russia-US relations from the meeting with Biden, but hopes that the meeting will be conducted in a positive manner.</p><p><b>Thursday (June 17) Keywords: Federal Reserve interest rate decision, Powell held a press conference, monthly residential sales price report in 70 large and medium-sized cities, Shuidi/Adobe financial report, LYEL listing</b><img src=\"https://static.tigerbbs.com/f4d1dd7356eb9b114aa5ab27aa5708fe\" tg-width=\"620\" tg-height=\"249\" referrerpolicy=\"no-referrer\">In the early hours of Thursday,<b>Federal Reserve FOMC announces interest rate decision</b>, policy statements and economic expectations, the market does not expect the Fed to make major moves, but may adjust its inflation forecast. Federal Reserve Chairman Jerome Powell will hold a press conference at 2:30 a.m. Beijing time on Thursday, and Powell is expected to continue to maintain a dovish stance.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>Will announce earnings; After U.S. stocks close,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Will report earnings.</p><p>What is particularly noteworthy among the new shares is that,<b>Tumor Immunotherapy Companies<a href=\"https://laohu8.com/S/LYEL\">Lyell Immunopharma, Inc.</a></b>Will be listed in the United States. Dr. Richard Klausner, founder and chairman of Lyell, is the founder of Juno Therapeutics and GRAIL, one of the three giants of cellular immunotherapy, and the head of the National Cancer Institute. As early as August 10, 2020,<a href=\"https://laohu8.com/S/02126\">WuXi Junuo-B</a>Announced the signing of a cooperation agreement with Lyell to develop and commercialize adoptive T cell therapy in China and Southeast Asian countries for the treatment of liver cancer.</p><p><b>Friday (June 18) Keywords: some FTSE Russell indexes are officially adjusted, Youran Animal Husbandry/Wanwu Xinsheng is listed, the second Four Witches Day of the year</b><img src=\"https://static.tigerbbs.com/41a6973365e4ff5f52e1f22b26260829\" tg-width=\"620\" tg-height=\"287\" referrerpolicy=\"no-referrer\"><b>New shares</b>，<a href=\"https://laohu8.com/S/02171\">Keji Pharmaceutical-B</a>、<b>Leading upstream dairy industry in China<a href=\"https://laohu8.com/S/09858\">Youran Animal Husbandry</a></b>Listed in Hong Kong;<b><a href=\"https://laohu8.com/S/RERE\">Everything New</a></b>、<a href=\"https://laohu8.com/S/ATAI\">ATAI Life Sciences B.V. *</a>、<a href=\"https://laohu8.com/S/UNCY\">UNICYCIVE THERAPEUTICS, INC.</a>Waiting for listing in the United States. In May 2021, Kuaishou participated in the investment in Wanwu Xinsheng Group, forming a strategic combination with JD.com.</p><p><a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/01919\">COSCO SHIPPING Holding</a>、<a href=\"https://laohu8.com/S/00267\">Citic Limited</a>Will formally join<b>FTSE China 50 Index</b>； And<a href=\"https://laohu8.com/S/00175.HK\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/09901\">New Oriental-S</a>Eliminated index. The FTSE China A50 Index added Arowana and Zhifei Biotech, while the excluded stocks included Zhonggong Education and Hengli Petrochemical. The change will take effect after the market closes on June 18.</p><p>Friday is<b>On the second Four Witches Day this year,</b>Stock index futures, stock index options, stock options and single stock futures all expire for delivery at the same time today. Simultaneous delivery of these four asset classes may bring violent market volatility, with long and short positions playing against each other. The impact on the stock market is most pronounced during the opening and closing sessions of the day.</p><p>In addition, investors can also pay attention to this week<b>U.S. President Biden's infrastructure plan negotiations and progress in major U.S. antitrust reforms</b>。 After the U.S. stock market closed on Friday, that is, the morning of Saturday, June 19, Beijing time,<b>Russell 1000 and Russell 2000 Indexes to Announce Constituent Updates</b>。</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>Preview: Angel of the Times goes public on Wednesday; Super Central Bank Week debuts</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\">\nPreview: Angel of the Times goes public on Wednesday; Super Central Bank Week debuts\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\">2021-06-14 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>SUMMARY<b>：</b></p><p>During the Dragon Boat Festival on Monday, Hong Kong stocks and A-shares were closed for one day, while US stocks opened as usual; In terms of new stocks: Times Angel, the leader of invisible braces, went public on Wednesday, LYEL, a tumor immunotherapy company founded by the head of the National Cancer Institute of the United States, went public on Thursday, and Wanwu Xinsheng, backed by JD.com and Kuaishou, went public in the United States on Friday... Financial events: May Press conference on national economic performance, the Federal Reserve, the Bank of Japan, the Swiss National Bank, etc. will announce interest rate decisions, the adjustment of the FTSE China 50 Index will officially take effect, the second Four Witches Day of the year is approaching, and senior US officials will be dispatched: Biden will attend the NATO summit on Monday and meet with Russian President Putin on Wednesday; Powell held a press conference early Thursday morning; In terms of financial reports: Oracle Bone Inscriptions, Shuidi, Adobe, etc. have successively released financial reports.<b>Monday (June 14) Keywords: Hong Kong stocks A shares are closed for one day due to the Dragon Boat Festival; Biden Attends NATO Summit</b><img src=\"https://static.tigerbbs.com/f3f22545aaa213bcb461898e38543683\" tg-width=\"620\" tg-height=\"344\" referrerpolicy=\"no-referrer\">June 14th (Monday) is the Dragon Boat Festival.<b>A-share Connect, Hong Kong stocks and Hong Kong futures will be closed for one day</b>。 U.S. stocks open as usual.</p><p>The North Atlantic Treaty Organization countries will<b>Summit held at NATO headquarters in Brussels</b>U.S. President Joe Biden will discuss with other NATO leaders on NATO's withdrawal from Afghanistan and the future of the 30 NATO countries. According to media reports, the EU hopes to end the tariff dispute between the two places on the occasion of US President Biden's visit to Europe.</p><p><b>Tuesday (June 15) Keywords: U.S. May retail sales month-on-month, Oracle financial report, AMTD Digital IPO</b></p><p><b>Monthly retail sales rate in May</b>The performance of the economy will reflect the performance of economic momentum. Due to the gradual release of the fiscal stimulus effect of the U.S. government, institutions expect retail sales to decline by 0.8% month-on-month last month after being flat month-on-month in April.</p><p>According to foreign media reports, Maxine Waters, Chairman of the U.S. House of Representatives Financial Services Committee, is scheduled to discuss on June 15<b>Central Bank Digital Currency Hold Hearing</b>And will hold a hearing on the impact of the cryptocurrency wave on June 30.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/QD\">Fun shop</a>Results will be released;<b>After U.S. stocks close,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Results will be released.</b></p><p><b>New shares</b>，<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>、<a href=\"https://laohu8.com/S/ACXP\">Acurx Pharmaceuticals, LLC *</a>Will be listed in the United States. AMTD Digital Parent Company<a href=\"https://laohu8.com/S/HKIB\">AMTD International</a>It is a subsidiary of AMTD Group, which was founded by Li Ka-shing's Cheung Kong Holdings and Hutchison Whampoa.</p><p><b>Wednesday (June 16) Keywords: Angel of the Times listed, press conference on national economic performance in May, Putin and Biden held a meeting</b><img src=\"https://static.tigerbbs.com/391716d32411330f06f6322858f4718c\" tg-width=\"620\" tg-height=\"534\" referrerpolicy=\"no-referrer\">In terms of new shares,<b>Invisible Braces Faucet<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a></b>Black market trading started on Tuesday and officially landed on the Hong Kong Stock Exchange on Wednesday, June 16.</p><p>In addition, health plan management software providers<a href=\"https://laohu8.com/S/CNVY\">Convey Holding Parent, Inc.</a>, Israel Business Insights Platform<a href=\"https://laohu8.com/S/WKME\">WalkMe Ltd.</a>And Swiss biotech companies<a href=\"https://laohu8.com/S/MOLN\">MOLECULAR PARTNERS AG</a>Will be available in the United States.</p><p>The National Bureau of Statistics stated that according to the unified arrangement of press release work,<b>Press conference on the performance of the national economy in May</b>It will be adjusted from 10: 00 am on Wednesday, June 16th to 15: 00 pm on June 16th. In May, the release times of five reports, including the monthly report on industrial production above designated size, the monthly report on fixed asset investment (excluding farmers), the monthly report on real estate development and sales, the monthly report on total retail sales of consumer goods and the monthly report on energy production, were adjusted accordingly to 15:00 pm on the 16th.</p><p><b>Russian President Vladimir Putin and US President Biden</b>The meeting will be held in Geneva, Switzerland. Putin has said that he does not expect any breakthrough in Russia-US relations from the meeting with Biden, but hopes that the meeting will be conducted in a positive manner.</p><p><b>Thursday (June 17) Keywords: Federal Reserve interest rate decision, Powell held a press conference, monthly residential sales price report in 70 large and medium-sized cities, Shuidi/Adobe financial report, LYEL listing</b><img src=\"https://static.tigerbbs.com/f4d1dd7356eb9b114aa5ab27aa5708fe\" tg-width=\"620\" tg-height=\"249\" referrerpolicy=\"no-referrer\">In the early hours of Thursday,<b>Federal Reserve FOMC announces interest rate decision</b>, policy statements and economic expectations, the market does not expect the Fed to make major moves, but may adjust its inflation forecast. Federal Reserve Chairman Jerome Powell will hold a press conference at 2:30 a.m. Beijing time on Thursday, and Powell is expected to continue to maintain a dovish stance.</p><p>Before the U.S. stock market,<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>Will announce earnings; After U.S. stocks close,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>Will report earnings.</p><p>What is particularly noteworthy among the new shares is that,<b>Tumor Immunotherapy Companies<a href=\"https://laohu8.com/S/LYEL\">Lyell Immunopharma, Inc.</a></b>Will be listed in the United States. Dr. Richard Klausner, founder and chairman of Lyell, is the founder of Juno Therapeutics and GRAIL, one of the three giants of cellular immunotherapy, and the head of the National Cancer Institute. As early as August 10, 2020,<a href=\"https://laohu8.com/S/02126\">WuXi Junuo-B</a>Announced the signing of a cooperation agreement with Lyell to develop and commercialize adoptive T cell therapy in China and Southeast Asian countries for the treatment of liver cancer.</p><p><b>Friday (June 18) Keywords: some FTSE Russell indexes are officially adjusted, Youran Animal Husbandry/Wanwu Xinsheng is listed, the second Four Witches Day of the year</b><img src=\"https://static.tigerbbs.com/41a6973365e4ff5f52e1f22b26260829\" tg-width=\"620\" tg-height=\"287\" referrerpolicy=\"no-referrer\"><b>New shares</b>，<a href=\"https://laohu8.com/S/02171\">Keji Pharmaceutical-B</a>、<b>Leading upstream dairy industry in China<a href=\"https://laohu8.com/S/09858\">Youran Animal Husbandry</a></b>Listed in Hong Kong;<b><a href=\"https://laohu8.com/S/RERE\">Everything New</a></b>、<a href=\"https://laohu8.com/S/ATAI\">ATAI Life Sciences B.V. *</a>、<a href=\"https://laohu8.com/S/UNCY\">UNICYCIVE THERAPEUTICS, INC.</a>Waiting for listing in the United States. In May 2021, Kuaishou participated in the investment in Wanwu Xinsheng Group, forming a strategic combination with JD.com.</p><p><a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/01919\">COSCO SHIPPING Holding</a>、<a href=\"https://laohu8.com/S/00267\">Citic Limited</a>Will formally join<b>FTSE China 50 Index</b>； And<a href=\"https://laohu8.com/S/00175.HK\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/09901\">New Oriental-S</a>Eliminated index. The FTSE China A50 Index added Arowana and Zhifei Biotech, while the excluded stocks included Zhonggong Education and Hengli Petrochemical. The change will take effect after the market closes on June 18.</p><p>Friday is<b>On the second Four Witches Day this year,</b>Stock index futures, stock index options, stock options and single stock futures all expire for delivery at the same time today. Simultaneous delivery of these four asset classes may bring violent market volatility, with long and short positions playing against each other. The impact on the stock market is most pronounced during the opening and closing sessions of the day.</p><p>In addition, investors can also pay attention to this week<b>U.S. President Biden's infrastructure plan negotiations and progress in major U.S. antitrust reforms</b>。 After the U.S. stock market closed on Friday, that is, the morning of Saturday, June 19, Beijing time,<b>Russell 1000 and Russell 2000 Indexes to Announce Constituent Updates</b>。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f85a7d6606dc76bae2a70c177e74aa88","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184301597","content_text":"摘要：\n\n 周一端午节，港股、A股休市一天，美股照常开市；\n\n\n 新股方面：隐形牙套龙头时代天使周三上市、美国国家癌症研究所负责人创办的肿瘤免疫治疗公司LYEL周四上市、背靠京东和快手的万物新生周五赴美上市……\n\n\n 财经事件方面：5月份国民经济运行情况新闻发布会，美联储、日本央行、瑞士央行等将公布利率决议，富时中国50指数调整将正式生效，年内第二个四巫日将至，美国高官出动：拜登周一参加北约峰会，周三与俄罗斯总统普京会晤；鲍威尔周四凌晨召开新闻发布会；\n\n\n 财报方面：甲骨文、水滴、Adobe等陆续发布财报。\n\n周一(6月14日)关键词：港股A股因端午节休市一天；拜登参加北约峰会6月14日（周一）为端午节，A股通、港股及港期休市一天。美股照常开市。\n北大西洋公约组织国家将在布鲁塞尔北约总部举行峰会，美国总统拜登将与北约其它国家领导人就北约从阿富汗撤军，以及北约30国的前途展开讨论。据媒体报道，欧盟希望借着美国总统拜登访欧之际结束两地关税之争。\n周二(6月15日)关键词：美国5月零售销售环比、甲骨文财报、尚乘数科IPO\n5月零售销售月率的表现将反映经济动能的表现情况，由于美国政府财政刺激效应逐步释放，在4月环比持平后，机构预计上月零售销售将出现环比0.8%的下降。\n据外媒报道，美国众议院金融服务委员会主席Maxine Waters定于6月15日就央行数字货币举行听证会，并将于6月30日就加密货币浪潮的影响举行听证会。\n美股盘前，趣店将发布业绩；美股盘后，甲骨文将发布业绩。\n新股方面，尚乘数科、Acurx Pharmaceuticals, LLC*将在美上市。尚乘数科母公司尚乘国际是尚乘集团旗下，尚乘集团是由李嘉诚的长江实业集团和和记黄埔创立。\n周三(6月16日)关键词：时代天使上市、5月份国民经济运行情况新闻发布会、普京拜登举行会晤新股方面，隐形牙套龙头时代天使于周二开启暗盘交易，在周三6月16日正式登陆港交所。\n此外，健康计划管理软件提供商Convey Holding Parent, Inc.、以色列商业洞察平台WalkMe Ltd.以及瑞士生物技术公司MOLECULAR PARTNERS AG将在美国上市。\n国家统计局表示，根据新闻发布工作统一安排，5月份国民经济运行情况新闻发布会由原计划的6月16日（周三）上午10时调整为6月16日下午15时举行。5月份规模以上工业生产月度报告、固定资产投资（不含农户）月度报告、房地产开发和销售情况月度报告、社会消费品零售总额月度报告以及能源生产情况月度报告等五个报告的发布时间相应调整为16日下午15时。\n俄罗斯总统普京与美国总统拜登将于瑞士日内瓦举行会晤。普京曾表示，不期待与拜登的会晤能对俄美关系有任何突破，但希望会晤以积极方式进行。\n周四(6月17日)关键词：美联储利率决议、鲍威尔召开新闻发布会、70个大中城市住宅销售价格月报、水滴/Adobe 财报、LYEL上市周四凌晨，美联储FOMC公布利率决议、政策声明及经济预期，市场预计美联储不会有大动作，但可能会调整对通胀的预估。美联储主席鲍威尔将在北京时间周四凌晨2点半召开新闻发布会，预计鲍威尔将继续维持鸽派立场。\n美股盘前，水滴将公布财报；美股盘后，Adobe将公布财报。\n新股中尤为值得注意的是，肿瘤免疫治疗公司Lyell Immunopharma, Inc.将在美上市。Lyell创始人、董事长Richard Klausner博士是细胞免疫治疗三巨头之一Juno Therapeutics和GRAIL公司的创始人，也是美国国家癌症研究所的负责人。早在2020年8月10日，药明巨诺-B宣布与Lyell签订合作协议，在中国及东南亚国家开发和商业化过继性T细胞疗法，用于肝癌治疗。\n周五(6月18日)关键词：富时罗素部分指数正式调整、优然牧业/万物新生上市、年内第二个四巫日新股方面，科济药业-B、中国乳业上游龙头优然牧业在港上市；万物新生、ATAI Life Sciences B.V.*、UNICYCIVE THERAPEUTICS, INC.等在美上市。在2021年5月，快手参投万物新生集团，与京东形成战略组合。\n小米集团-W、中远海控、中信股份将正式加入富时中国50指数；而吉利汽车、中国恒大、新东方-S被剔除指数。富时中国A50指数加入金龙鱼和智飞生物，被剔除的股票则有中公教育和恒力石化。该变更将于6月18日收盘后生效。\n周五是本年第二个四巫日，股指期货、股指期权、股票期权以及单一股票期货，都在今天同一时间到期交割。这四种资产类别同时交割有可能会带来剧烈的市场波动，多头空头相互博弈。对股市的影响在当天开盘和收盘的时段最为明显。\n此外，投资者本周内还可留意美国总统拜登的基建计划谈判和美国重大反垄断改革的进展。周五美股盘后即北京时间周六6月19日早上，罗素1000和罗素2000指数将宣布成份股更新。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115301157,"gmtCreate":1622949024779,"gmtModify":1704193630179,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/115301157","repostId":"1163908633","repostType":4,"repost":{"id":"1163908633","kind":"news","pubTimestamp":1622948959,"share":"https://ttm.financial/m/news/1163908633?lang=en_US&edition=fundamental","pubTime":"2021-06-06 11:09","market":"hk","language":"zh","title":"Four Dark Logics of China's Internet: Each Subverts Cognition","url":"https://stock-news.laohu8.com/highlight/detail?id=1163908633","media":"卫夕指北","summary":"在中国互联网发展的短短20多年中，早已经历过多轮沧海桑田的变迁。从门户时代到Web2.0，从PC互联网到移动互联网再到产业互联网......在此过程中，行业的从业者和投资者其实一直在总结关于这个行业的","content":"<p><b>In the short 20 years of Internet development in China, it has already experienced many rounds of vicissitudes of life.</b></p><p>From the portal era to Web2.0, from PC Internet to mobile Internet to industrial Internet......</p><p>In this process, industry practitioners and investors have actually been summarizing the logic and laws about this industry. Indeed, many laws and logics have been generally proved to be effective.</p><p><b>However, what I want to talk to you about today is actually the dark logic outside the four regulations.</b></p><p>I call it dark logic because the opposite of them is usually true, and the interesting thing about the Internet is:<b>There is no one-size-fits-all universal theorem, and any big logic will have exceptions when carefully observed;</b></p><p>The following is the dark logic outside the four regulations of China's Internet that I summarized-</p><p><b>1. A company with a moat is not necessarily a good company</b></p><p><b>The moat theory of enterprises originated from Buffett's discussion, that is, whether an enterprise has insurmountable advantages for other enterprises.</b></p><p>Later, Pat Dorsey summarized moats into four categories in the book \"Buffett's Moat\": 1. Intangible assets of enterprises, such as brands, patents, etc.; 2. High conversion cost; 3. Cost advantage; 4. Network effect;</p><p>Usually, we think that a company that has one or more of the above four categories of advantages has a moat. The moat is of course very important, but if a company has a moat, is it necessarily a good company worth investing in?</p><p>The answer is not necessarily.</p><p>Weibo is a very typical example.</p><p><b>Today, most people will actually admit that Weibo has a moat</b>-As a communication platform, it is the first fermentation position of any news and current affairs; As an entertainment platform, it is the first support position for fans in idolize; As an influence platform, it also has the widest and most diverse opinion leaders;</p><p><b>The almost monopoly position of these three dimensions has not been shaken since the birth of Weibo. It is indispensable and irreplaceable, which is undoubtedly a moat;</b></p><p>However, do you dare to buy Weibo's stock today?</p><p>I think at least many people dare not. According to the latest financial report, Weibo's monthly active users in Q1 2021 are 530 million, a year-on-year decrease of 4%, and its daily active users are 230 million, a year-on-year decrease of 5%.</p><p>Despite the high base last year due to the epidemic, the weak growth of Weibo users has become a high probability event.</p><p>If it does not have a new second curve, it will actually be difficult for it to gain more user time in the next competition with powerful companies such as ByteDance and Tencent.</p><p>The moat is difficult to protect Weibo.</p><p>An easy to understand logic is-<b>A moat can make it difficult for you to decline quickly, but it doesn't guarantee that you will continue to grow;</b></p><p>For Internet companies, growth is always the top priority theme and the most important life gate.</p><p>Internet companies have not done it once and for all. Those companies that eventually become giants are actually not a new trick, but are constantly expanding their combat radius and continuing to grab new territory. This is true of Tencent, Ali, and Byte.</p><p>Holding the moat of search, Baidu is of course the temporary king. It has no opponents in the search track so far, but its boundary expansion speed is a little slower, and it has been ruthlessly squeezed out of the first group.</p><p><b>Another logic about moats is-you do have a moat in your field, but your field itself is no longer important;</b></p><p>Momo, Meitu, Douban, Tianya, Xunlei... all have extremely high moats in their respective fields. They have been sitting firmly on Diaoyutai and have never been subverted by competitors. However, their respective fields themselves have become It is no longer important, the moat is still there, and the city is gone.</p><p><b>Therefore, the moat is very important, but it is dangerous to be infatuated with the moat. Don't sleep on the moat.</b></p><p>In this sense, in fact, I am still a little worried about Bilibili. The content production and consumption ecology formed by its strong stickiness to the second dimension and young users is of course its moat, which is indestructible. Watermelon Video has been attacked many times. The point.</p><p><b>But can Station B always tell this single story? Can its market-to-market dream rate finally be fulfilled?</b></p><p><b>Second, a big track is not necessarily a good track.</b></p><p>\"Investment track\" is an extremely important genre in the field of Internet investment, and the logic behind it is-<b>If a track is big enough, then it will definitely give birth to excellent companies, and as long as the excellent companies that invest in this track will definitely have long-term benefits;</b></p><p>This logic is basically correct, or it is correct to a large extent. However, there are still some tracks that don't conform to this principle.</p><p>The reason is that these tracks are crowded and lack a moat, and the brutal competition has no endgame in sight, which makes it difficult for their top players to obtain reasonable returns for a long period of time.</p><p><b>China's long video track is a typical example.</b></p><p>There is no doubt that this is a big track, and the total annual revenue of this track is expected to exceed 100 billion, which is not insignificant.</p><p>However, counting from Youku, the pioneer in 2006, the major players in this field have been losing money for 15 consecutive years. For example, iQiyi, with a full-year revenue of 29.7 billion in 2020 and a loss of 6 billion. This is still an achievement after substantial improvement.</p><p>Note that it is difficult to say that these losses are strategic losses. Even today, we still cannot see how long the losses in this field will last and when the dust will finally be settled in the industry.</p><p><b>Yes, money is the only barrier in this industry.</b></p><p>\"Later\" once reported the process of Youku and Tencent Video competing for \"Ruyi's Royal Love in the Palace\"-</p><p>Originally, the two companies friendly agreed that each company would pay 600 million yuan to buy the rights and interests of the drama's simultaneous broadcast on both platforms, but Tencent went back and thought about it, and concluded that the drama might be as popular as Empresses in the Palace, and finally decided to win the exclusive broadcast rights of the drama at a frightening price of 1.3 billion yuan.</p><p>This is a game of burning money. If only the war could be ended by burning money alone, the key life of this industry lies in-<b>Money simply can't buy user loyalty.</b></p><p>Some platforms spend more than 1 billion + to buy the broadcasting rights of the World Cup. Once the World Cup is over, users are attracted by the fresh overall situation of other platforms.</p><p>The big players in this industry are all fighting hard. Despite the large losses, no one is willing to be the first to give up, because they can't ignore the sky-high drowning cost, and they are all waiting for their opponents to withdraw.</p><p>But behind the three major platforms is BAT. Each of them has deep pockets, and they all agree that this is a war of card positions. Each of them is dreaming of \"China Netflix\".</p><p>Even if some players quit, because there are no other high barriers, there will always be new players who are eyeing up. Youku's acquisition of Tudou wanted to unify the rivers and lakes, but it quickly failed, which is a proof.</p><p>That's right, big tracks really aren't necessarily good tracks, and the aviation industry is another example.</p><p>Warren Buffett has two famous sayings about the aviation industry-</p><p>The first sentence is:<i>\"Before the first successful test flight of the plane invented by the Wright brothers in Kitty Hawk, North Carolina, if a capitalist shot down it, then investors around the world might recover a lot of losses.\"</i></p><p>The second sentence is:<i>\"If you want to be a millionaire, you can be a multi-millionaire first and then buy airline stocks.\"</i></p><p><b>So, why is the aviation industry, which is a giant in scale, not a good track?</b></p><p>The reason is that the aviation industry has four characteristics: 1. High fixed costs and high debt ratio; 2. Product homogeneity and weak premium ability; 3. Consumers have many choices and extremely low brand loyalty; 4. The industry is highly cyclical and strongly influenced by the macro economy;</p><p>Based on the above characteristics, the aviation industry needs large investment, profit margins fluctuate greatly, and it is difficult to obtain sustained and long-term competitiveness due to fierce competition, so that Warren Buffett, the stock god, has repeatedly stumbled in aviation stocks.</p><p><b>Therefore, to measure whether a track is of high quality, size is actually not the only indicator, growth and health are equally important.</b></p><p><b>3. A company that leads in the early stage of the track may not be able to lead in the long term</b></p><p>Regarding this point, let me start with an example-</p><p>At the beginning of the year, when new energy vehicle stocks were at their craziest, a friend told me that he bought half of his liquidity to buy the stocks of Nio, Ideal and XPeng.</p><p>I asked him about his investment logic, and he said-</p><p><i>\"It is an extremely certain event that China's new energy will eventually rise, and I bet on these three currently leading companies. Of course, I don't know who will win in the end, but my logic is that one of them will definitely win, so as long as The stock price of this winning company triples, and I won't lose money even if the other two die at 0.\"</i></p><p>In a sense, I agree with his view, but I still kindly remind him, is it possible that China's new energy companies will not win in the end among these three companies?</p><p>He said, I didn't think about it. This possibility is relatively small.</p><p><b>I told him that it was indeed relatively unlikely, but it was not impossible, so I told him the story of the short video track-</b></p><p>At this point in 2015 and 2016, the short video track has begun to become lively, and investors have begun to judge that this is a fast-growing and large-scale track, but which teams should they invest in?</p><p>At that time, the market structure was-Miaopai was leading, Meipai was menacing, and Kuaishou was still a small company and had not entered the mainstream sight.</p><p>As a result, the leading second shot became a hot cake in the investment community. During that time, the parent company of second shot received five rounds of financing before and after Technology, of which the final E-round financing scale was as high as 500 million US dollars.</p><p>At the press conference of Series E financing, the excitement of founder Han Kun was beyond words-<i>\"The video matrix of science and technology has become the Chinese version of Youtube.\"</i></p><p>However, everyone knows the following story. A year later, Douyin Kuaishou rose, and Miaopai was helpless and was quickly marginalized.</p><p>Together, they were photographed on the beach, as well as the magnificent beautiful shots of that year.</p><p><b>So far, none of the two leading products of the short video track with countless financing had the last laugh.</b></p><p>Let's sort out the logic behind it a little: because the industry of early leading companies has not yet matured, the track actually has different requirements for the capabilities of startups. This can also explain from one aspect why Miaopai failed and Douyin succeeded..</p><p><b>Of course, there are many reasons behind this, but one of the important perspectives is the difference in focus between the two:</b></p><p>During the period when Second Shot was born and developed, China's 4G was not particularly mature, so the technical requirements for how to play the process in different network environments were very high. Han Kun, the founder of Second Shot, has always been very proud of the basic technical capabilities of Second Shot.</p><p>Before the birth of Second Shot, Han Kun had been leading the team to develop a multimedia framework system called Vitamio, which was a video technology supplier to several Internet companies.</p><p>In fact, one of the important reasons why Sina Weibo invested in second shots is that it can largely make up for the shortcomings of its own video technology.</p><p><b>Therefore, in Han Kun's cognitive framework, technology is an important barrier, and he naturally pays less attention to other variables that determine the real core of this track.</b></p><p>But in 2017, 4G matured, tariffs dropped, and technical barriers proved to be vulnerable. Recommendation algorithms and content production ecology became the real core competitiveness of short videos. In a sense, the outcome of this war may have been doomed from the beginning.</p><p><b>Therefore, it is certainly true to invest in leading companies in the early stage of the track, but it is also necessary to consider whether the core logic of this track will change, and whether the core elements required after the change are truly possessed by the leading companies now.</b></p><p><b>4. The founder does not fully represent the company's competitiveness</b></p><p>As mentioned above, an important genre in the investment field is to invest in the track, while another important genre is to invest in people. Some VCs have targeted a person and will invest no matter what he does, and will even continue to invest after many failures.</p><p><b>From the perspective of probability, the two schools of voting on the track and voting on people have very self-consistent logic, which is right in many cases.</b></p><p>However, people are very complicated, and the probability of deviation in people's judgment is actually very high. More importantly, people are a dynamic process, and entrepreneurship is a marathon. The long process has completely different requirements for founders at different stages-</p><p><b>The ability models required for entrepreneurship, business maintenance, and re-growth are very different. Only a few entrepreneurs can quickly iterate their own cognition and abilities, so as to truly lead the company from 0 to 1 and from 1 to N.</b></p><p>Let me give you an example. One of my former bosses never bought US stocks, but suddenly one day he bought Cheetah Mobile stocks.</p><p>I asked him why he bought cheetah, and he said he was optimistic about Fu Sheng.</p><p>He went on to add: Fu Sheng proved himself to be a top and excellent product manager in 360 before, and leading Cheetah to make a clean-up master overseas proved his strategic ability and execution ability. Fu Sheng is still very young, even though he may make mistakes, but he has great long-term potential.</p><p><b>However, if he bought this order, he lost the shit and doubted his life.</b></p><p>So is there really something wrong with his above logic?</p><p>Actually, not necessarily. Judging a person's ability through his history is a common method to recognize people. This logic is actually a basic operation in the field of venture capital.</p><p>This is why important directors of many big companies are usually sought after by angel capital and early-stage venture capital as soon as they announce their start-up.</p><p>A simple logic behind this is that the important directors of big factories are actually front-line fighters. They can hear the sound of guns and have done it in actual combat. Of course, the probability of success in voting for them will be greater.</p><p>So why do you lose a mess when you vote for Cheetah with the same logic?</p><p><b>The answer is the difference between the probability of casting the net in the primary market and the secondary market.</b></p><p>The logic of primary markets such as venture capital is to bet extensively, because we don't know who will be the next ByteDance, the next Pinduoduo, or the next Kuaishou. We would rather make a wrong investment than miss the big fish.</p><p>Its logical pursuit is the overall winning rate. It invests in 50 companies. In the end, as long as 2 companies can finally be successfully listed, it can Cover the failure of the remaining 48 companies, because the two listed companies may bring 100 times the return..</p><p>In terms of the success rate of a single investment, it is extremely low, that is, 96% of them are failures, but this does not affect his overall profit; (Of course, most venture capitalists can't actually achieve this probability, and these funds themselves are losing money)</p><p><b>If individual investors use the same logic to choose stocks, it is simply a nightmare, because the size of your funds basically determines that it is difficult for you to cast a wide net and diversify risks at all.</b></p><p>Looking at the company from the single dimension of \"people\" is licking blood on the tip of the knife, and the failure rate is extremely high.</p><p>Therefore, if an individual investor wants to buy stocks in a certain company, you can have countless logics, but don't just because of this one reason-\"I chose to buy it because I recognize its founder\".</p><p><b>Note that I'm not saying that founders are unimportant to a company, in fact, the importance of founders to a company cannot be overemphasized.</b></p><p>But what I want to say is that it is actually difficult for us to really judge all about a founder from an external perspective. Even for first-class venture capitalists, they can only judge a founder from a few dimensions, and sometimes this judgment is even extremely emotional.</p><p><b>Allen Zhu has publicly reviewed how he missed ByteDance many times-</b></p><p>At that time, ByteDance's theory B found Jinshajiang. After chatting with Zhang Yiming, Zhu Xiaohu intuitively judged that Zhang Yiming was too gentle and did not have the strong aura of Cheng Wei. In the end, he did not vote for ByteDance. Later, his intestines were full of regret.</p><p><b>People are complicated at all times, so don't be too confident in your own judgment.</b></p><p>OK, the above are the four dark logics of China's Internet summarized by Wei Xi. The Internet is a young industry and a changeable industry. It is evolving at an unprecedented speed, and its speed of evolution is so difficult to summarize a universal law.</p><p>The only thing this generation of young people should do is to join and embrace this industry, and feel and grasp the surging pulse of technology in practice.</p><p><b>Remember, don't lie flat.</b></p>","source":"wxzb","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>Four Dark Logics of China's Internet: Each Subverts Cognition</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\">\nFour Dark Logics of China's Internet: Each Subverts Cognition\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">卫夕指北</strong><span class=\"h-time small\">2021-06-06 11:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>In the short 20 years of Internet development in China, it has already experienced many rounds of vicissitudes of life.</b></p><p>From the portal era to Web2.0, from PC Internet to mobile Internet to industrial Internet......</p><p>In this process, industry practitioners and investors have actually been summarizing the logic and laws about this industry. Indeed, many laws and logics have been generally proved to be effective.</p><p><b>However, what I want to talk to you about today is actually the dark logic outside the four regulations.</b></p><p>I call it dark logic because the opposite of them is usually true, and the interesting thing about the Internet is:<b>There is no one-size-fits-all universal theorem, and any big logic will have exceptions when carefully observed;</b></p><p>The following is the dark logic outside the four regulations of China's Internet that I summarized-</p><p><b>1. A company with a moat is not necessarily a good company</b></p><p><b>The moat theory of enterprises originated from Buffett's discussion, that is, whether an enterprise has insurmountable advantages for other enterprises.</b></p><p>Later, Pat Dorsey summarized moats into four categories in the book \"Buffett's Moat\": 1. Intangible assets of enterprises, such as brands, patents, etc.; 2. High conversion cost; 3. Cost advantage; 4. Network effect;</p><p>Usually, we think that a company that has one or more of the above four categories of advantages has a moat. The moat is of course very important, but if a company has a moat, is it necessarily a good company worth investing in?</p><p>The answer is not necessarily.</p><p>Weibo is a very typical example.</p><p><b>Today, most people will actually admit that Weibo has a moat</b>-As a communication platform, it is the first fermentation position of any news and current affairs; As an entertainment platform, it is the first support position for fans in idolize; As an influence platform, it also has the widest and most diverse opinion leaders;</p><p><b>The almost monopoly position of these three dimensions has not been shaken since the birth of Weibo. It is indispensable and irreplaceable, which is undoubtedly a moat;</b></p><p>However, do you dare to buy Weibo's stock today?</p><p>I think at least many people dare not. According to the latest financial report, Weibo's monthly active users in Q1 2021 are 530 million, a year-on-year decrease of 4%, and its daily active users are 230 million, a year-on-year decrease of 5%.</p><p>Despite the high base last year due to the epidemic, the weak growth of Weibo users has become a high probability event.</p><p>If it does not have a new second curve, it will actually be difficult for it to gain more user time in the next competition with powerful companies such as ByteDance and Tencent.</p><p>The moat is difficult to protect Weibo.</p><p>An easy to understand logic is-<b>A moat can make it difficult for you to decline quickly, but it doesn't guarantee that you will continue to grow;</b></p><p>For Internet companies, growth is always the top priority theme and the most important life gate.</p><p>Internet companies have not done it once and for all. Those companies that eventually become giants are actually not a new trick, but are constantly expanding their combat radius and continuing to grab new territory. This is true of Tencent, Ali, and Byte.</p><p>Holding the moat of search, Baidu is of course the temporary king. It has no opponents in the search track so far, but its boundary expansion speed is a little slower, and it has been ruthlessly squeezed out of the first group.</p><p><b>Another logic about moats is-you do have a moat in your field, but your field itself is no longer important;</b></p><p>Momo, Meitu, Douban, Tianya, Xunlei... all have extremely high moats in their respective fields. They have been sitting firmly on Diaoyutai and have never been subverted by competitors. However, their respective fields themselves have become It is no longer important, the moat is still there, and the city is gone.</p><p><b>Therefore, the moat is very important, but it is dangerous to be infatuated with the moat. Don't sleep on the moat.</b></p><p>In this sense, in fact, I am still a little worried about Bilibili. The content production and consumption ecology formed by its strong stickiness to the second dimension and young users is of course its moat, which is indestructible. Watermelon Video has been attacked many times. The point.</p><p><b>But can Station B always tell this single story? Can its market-to-market dream rate finally be fulfilled?</b></p><p><b>Second, a big track is not necessarily a good track.</b></p><p>\"Investment track\" is an extremely important genre in the field of Internet investment, and the logic behind it is-<b>If a track is big enough, then it will definitely give birth to excellent companies, and as long as the excellent companies that invest in this track will definitely have long-term benefits;</b></p><p>This logic is basically correct, or it is correct to a large extent. However, there are still some tracks that don't conform to this principle.</p><p>The reason is that these tracks are crowded and lack a moat, and the brutal competition has no endgame in sight, which makes it difficult for their top players to obtain reasonable returns for a long period of time.</p><p><b>China's long video track is a typical example.</b></p><p>There is no doubt that this is a big track, and the total annual revenue of this track is expected to exceed 100 billion, which is not insignificant.</p><p>However, counting from Youku, the pioneer in 2006, the major players in this field have been losing money for 15 consecutive years. For example, iQiyi, with a full-year revenue of 29.7 billion in 2020 and a loss of 6 billion. This is still an achievement after substantial improvement.</p><p>Note that it is difficult to say that these losses are strategic losses. Even today, we still cannot see how long the losses in this field will last and when the dust will finally be settled in the industry.</p><p><b>Yes, money is the only barrier in this industry.</b></p><p>\"Later\" once reported the process of Youku and Tencent Video competing for \"Ruyi's Royal Love in the Palace\"-</p><p>Originally, the two companies friendly agreed that each company would pay 600 million yuan to buy the rights and interests of the drama's simultaneous broadcast on both platforms, but Tencent went back and thought about it, and concluded that the drama might be as popular as Empresses in the Palace, and finally decided to win the exclusive broadcast rights of the drama at a frightening price of 1.3 billion yuan.</p><p>This is a game of burning money. If only the war could be ended by burning money alone, the key life of this industry lies in-<b>Money simply can't buy user loyalty.</b></p><p>Some platforms spend more than 1 billion + to buy the broadcasting rights of the World Cup. Once the World Cup is over, users are attracted by the fresh overall situation of other platforms.</p><p>The big players in this industry are all fighting hard. Despite the large losses, no one is willing to be the first to give up, because they can't ignore the sky-high drowning cost, and they are all waiting for their opponents to withdraw.</p><p>But behind the three major platforms is BAT. Each of them has deep pockets, and they all agree that this is a war of card positions. Each of them is dreaming of \"China Netflix\".</p><p>Even if some players quit, because there are no other high barriers, there will always be new players who are eyeing up. Youku's acquisition of Tudou wanted to unify the rivers and lakes, but it quickly failed, which is a proof.</p><p>That's right, big tracks really aren't necessarily good tracks, and the aviation industry is another example.</p><p>Warren Buffett has two famous sayings about the aviation industry-</p><p>The first sentence is:<i>\"Before the first successful test flight of the plane invented by the Wright brothers in Kitty Hawk, North Carolina, if a capitalist shot down it, then investors around the world might recover a lot of losses.\"</i></p><p>The second sentence is:<i>\"If you want to be a millionaire, you can be a multi-millionaire first and then buy airline stocks.\"</i></p><p><b>So, why is the aviation industry, which is a giant in scale, not a good track?</b></p><p>The reason is that the aviation industry has four characteristics: 1. High fixed costs and high debt ratio; 2. Product homogeneity and weak premium ability; 3. Consumers have many choices and extremely low brand loyalty; 4. The industry is highly cyclical and strongly influenced by the macro economy;</p><p>Based on the above characteristics, the aviation industry needs large investment, profit margins fluctuate greatly, and it is difficult to obtain sustained and long-term competitiveness due to fierce competition, so that Warren Buffett, the stock god, has repeatedly stumbled in aviation stocks.</p><p><b>Therefore, to measure whether a track is of high quality, size is actually not the only indicator, growth and health are equally important.</b></p><p><b>3. A company that leads in the early stage of the track may not be able to lead in the long term</b></p><p>Regarding this point, let me start with an example-</p><p>At the beginning of the year, when new energy vehicle stocks were at their craziest, a friend told me that he bought half of his liquidity to buy the stocks of Nio, Ideal and XPeng.</p><p>I asked him about his investment logic, and he said-</p><p><i>\"It is an extremely certain event that China's new energy will eventually rise, and I bet on these three currently leading companies. Of course, I don't know who will win in the end, but my logic is that one of them will definitely win, so as long as The stock price of this winning company triples, and I won't lose money even if the other two die at 0.\"</i></p><p>In a sense, I agree with his view, but I still kindly remind him, is it possible that China's new energy companies will not win in the end among these three companies?</p><p>He said, I didn't think about it. This possibility is relatively small.</p><p><b>I told him that it was indeed relatively unlikely, but it was not impossible, so I told him the story of the short video track-</b></p><p>At this point in 2015 and 2016, the short video track has begun to become lively, and investors have begun to judge that this is a fast-growing and large-scale track, but which teams should they invest in?</p><p>At that time, the market structure was-Miaopai was leading, Meipai was menacing, and Kuaishou was still a small company and had not entered the mainstream sight.</p><p>As a result, the leading second shot became a hot cake in the investment community. During that time, the parent company of second shot received five rounds of financing before and after Technology, of which the final E-round financing scale was as high as 500 million US dollars.</p><p>At the press conference of Series E financing, the excitement of founder Han Kun was beyond words-<i>\"The video matrix of science and technology has become the Chinese version of Youtube.\"</i></p><p>However, everyone knows the following story. A year later, Douyin Kuaishou rose, and Miaopai was helpless and was quickly marginalized.</p><p>Together, they were photographed on the beach, as well as the magnificent beautiful shots of that year.</p><p><b>So far, none of the two leading products of the short video track with countless financing had the last laugh.</b></p><p>Let's sort out the logic behind it a little: because the industry of early leading companies has not yet matured, the track actually has different requirements for the capabilities of startups. This can also explain from one aspect why Miaopai failed and Douyin succeeded..</p><p><b>Of course, there are many reasons behind this, but one of the important perspectives is the difference in focus between the two:</b></p><p>During the period when Second Shot was born and developed, China's 4G was not particularly mature, so the technical requirements for how to play the process in different network environments were very high. Han Kun, the founder of Second Shot, has always been very proud of the basic technical capabilities of Second Shot.</p><p>Before the birth of Second Shot, Han Kun had been leading the team to develop a multimedia framework system called Vitamio, which was a video technology supplier to several Internet companies.</p><p>In fact, one of the important reasons why Sina Weibo invested in second shots is that it can largely make up for the shortcomings of its own video technology.</p><p><b>Therefore, in Han Kun's cognitive framework, technology is an important barrier, and he naturally pays less attention to other variables that determine the real core of this track.</b></p><p>But in 2017, 4G matured, tariffs dropped, and technical barriers proved to be vulnerable. Recommendation algorithms and content production ecology became the real core competitiveness of short videos. In a sense, the outcome of this war may have been doomed from the beginning.</p><p><b>Therefore, it is certainly true to invest in leading companies in the early stage of the track, but it is also necessary to consider whether the core logic of this track will change, and whether the core elements required after the change are truly possessed by the leading companies now.</b></p><p><b>4. The founder does not fully represent the company's competitiveness</b></p><p>As mentioned above, an important genre in the investment field is to invest in the track, while another important genre is to invest in people. Some VCs have targeted a person and will invest no matter what he does, and will even continue to invest after many failures.</p><p><b>From the perspective of probability, the two schools of voting on the track and voting on people have very self-consistent logic, which is right in many cases.</b></p><p>However, people are very complicated, and the probability of deviation in people's judgment is actually very high. More importantly, people are a dynamic process, and entrepreneurship is a marathon. The long process has completely different requirements for founders at different stages-</p><p><b>The ability models required for entrepreneurship, business maintenance, and re-growth are very different. Only a few entrepreneurs can quickly iterate their own cognition and abilities, so as to truly lead the company from 0 to 1 and from 1 to N.</b></p><p>Let me give you an example. One of my former bosses never bought US stocks, but suddenly one day he bought Cheetah Mobile stocks.</p><p>I asked him why he bought cheetah, and he said he was optimistic about Fu Sheng.</p><p>He went on to add: Fu Sheng proved himself to be a top and excellent product manager in 360 before, and leading Cheetah to make a clean-up master overseas proved his strategic ability and execution ability. Fu Sheng is still very young, even though he may make mistakes, but he has great long-term potential.</p><p><b>However, if he bought this order, he lost the shit and doubted his life.</b></p><p>So is there really something wrong with his above logic?</p><p>Actually, not necessarily. Judging a person's ability through his history is a common method to recognize people. This logic is actually a basic operation in the field of venture capital.</p><p>This is why important directors of many big companies are usually sought after by angel capital and early-stage venture capital as soon as they announce their start-up.</p><p>A simple logic behind this is that the important directors of big factories are actually front-line fighters. They can hear the sound of guns and have done it in actual combat. Of course, the probability of success in voting for them will be greater.</p><p>So why do you lose a mess when you vote for Cheetah with the same logic?</p><p><b>The answer is the difference between the probability of casting the net in the primary market and the secondary market.</b></p><p>The logic of primary markets such as venture capital is to bet extensively, because we don't know who will be the next ByteDance, the next Pinduoduo, or the next Kuaishou. We would rather make a wrong investment than miss the big fish.</p><p>Its logical pursuit is the overall winning rate. It invests in 50 companies. In the end, as long as 2 companies can finally be successfully listed, it can Cover the failure of the remaining 48 companies, because the two listed companies may bring 100 times the return..</p><p>In terms of the success rate of a single investment, it is extremely low, that is, 96% of them are failures, but this does not affect his overall profit; (Of course, most venture capitalists can't actually achieve this probability, and these funds themselves are losing money)</p><p><b>If individual investors use the same logic to choose stocks, it is simply a nightmare, because the size of your funds basically determines that it is difficult for you to cast a wide net and diversify risks at all.</b></p><p>Looking at the company from the single dimension of \"people\" is licking blood on the tip of the knife, and the failure rate is extremely high.</p><p>Therefore, if an individual investor wants to buy stocks in a certain company, you can have countless logics, but don't just because of this one reason-\"I chose to buy it because I recognize its founder\".</p><p><b>Note that I'm not saying that founders are unimportant to a company, in fact, the importance of founders to a company cannot be overemphasized.</b></p><p>But what I want to say is that it is actually difficult for us to really judge all about a founder from an external perspective. Even for first-class venture capitalists, they can only judge a founder from a few dimensions, and sometimes this judgment is even extremely emotional.</p><p><b>Allen Zhu has publicly reviewed how he missed ByteDance many times-</b></p><p>At that time, ByteDance's theory B found Jinshajiang. After chatting with Zhang Yiming, Zhu Xiaohu intuitively judged that Zhang Yiming was too gentle and did not have the strong aura of Cheng Wei. In the end, he did not vote for ByteDance. Later, his intestines were full of regret.</p><p><b>People are complicated at all times, so don't be too confident in your own judgment.</b></p><p>OK, the above are the four dark logics of China's Internet summarized by Wei Xi. The Internet is a young industry and a changeable industry. It is evolving at an unprecedented speed, and its speed of evolution is so difficult to summarize a universal law.</p><p>The only thing this generation of young people should do is to join and embrace this industry, and feel and grasp the surging pulse of technology in practice.</p><p><b>Remember, don't lie flat.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/b-pJUuDoniwtpA5Wo8vFvQ\">卫夕指北</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cea63431ce8de4033f967e80206303c3","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/b-pJUuDoniwtpA5Wo8vFvQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163908633","content_text":"在中国互联网发展的短短20多年中，早已经历过多轮沧海桑田的变迁。从门户时代到Web2.0，从PC互联网到移动互联网再到产业互联网......在此过程中，行业的从业者和投资者其实一直在总结关于这个行业的逻辑和规律，的确，有很多规律和逻辑被普遍证明是有效的。然而今天我要和大家聊的其实是四条例外的暗逻辑。我之所以称之为暗逻辑，是因为它们的反面通常是正确的，而互联网的有趣之处在于：并没有放之四海而皆准的通用定理，任何一个大的逻辑仔细观察都会有例外；以下就是我总结的中国互联网的四条例外的暗逻辑——一、有护城河的公司不一定是好公司企业的护城河理论最早源于巴菲特的论述，即一个企业有没有其他企业难以逾越的优势。后来帕特·多尔西在《巴菲特的护城河》一书中将护城河总结成四类：1、企业的无形资产，比如品牌、专利等；2、高转换成本；3、成本优势；4、网络效应；通常我们认为拥有以上四类中的一类或多类优势的企业即拥有护城河，护城河当然非常重要，然而一家企业如果拥有护城河它就一定是一家值得投资的好公司吗？答案是不一定。微博就是一个非常典型的例子。今天，大部分人其实都会承认，微博是有护城河的——它作为传播平台，是任何新闻时事的第一发酵阵地；作为娱乐平台，它是粉丝追星第一应援阵地；而作为影响平台，它也坐拥了最广泛最多元的意见领袖；这三个维度几乎垄断的地位从微博一诞生其实就没有被撼动过，不可或缺，无可替代，这毫无疑问是护城河；然而，你今天敢买微博的股票吗？我想至少很多人不敢，根据最新的财报，微博2021年Q1的的月活5.3亿，同比下降4%，日活2.3亿，同比下降5%。尽管有疫情导致去年基数偏高的原因，但微博用户增长乏力已成为一个大概率事件。如果它没有新的第二曲线，它其实很难在接下来与字节跳动、腾讯等强悍公司的竞争中获得更多用户时长。护城河难以护住微博。一个容易理解的逻辑是——护城河可以让你难以很快衰落，但并不保证你继续增长；而对于互联网公司而言，增长永远是最优先的主题、最重要的命门。互联网公司没有一劳永逸，那些最终走向巨头的公司其实都不是一招鲜，而是不断拓展自己的作战半径，持续去抢新的地盘，腾讯如此、阿里如此、字节亦如此。百度抱着搜索这个护城河，当然是一时的王者，在搜索这个赛道至今没有对手，但它边界扩张速度稍微慢一点，就被无情地挤出第一集团了。关于护城河的另一个逻辑是——你在你所在领域的确有护城河，但你的领域本身不再重要了；陌陌、美图、豆瓣、天涯、迅雷.......在各自的领域都有着极高的护城河，它们一直稳坐钓鱼台，从来都没有被竞争对手颠覆过，然而它们各自的领域本身变得不再重要了，护城河还在，城没了。所以，护城河很重要，但迷恋护城河很危险，不要躺在护城河上睡觉。从这个意义上说，其实我还是稍微有点担心B站的，对二次元和年轻用户极强的黏性所构成的内容生产和消费生态当然是它的护城河，坚不可摧，西瓜视频多次强攻也不得要领。但B站能一直只讲这个单一的故事吗？它的市梦率能最终被兑现吗？二、大的赛道不一定是好赛道。“投赛道”是互联网投资领域一个极为重要的流派，它背后的逻辑是——如果一个赛道足够大，那么它一定会诞生优秀的公司，而只要投中了这个赛道的优秀公司，就一定会有长线收益；这个逻辑基本上是对的，或者说它在很大程度上是对的，然而，还是有一些赛道则并不符合这一原则。原因是这些赛道拥挤而缺乏护城河，残酷竞争却看不到终局，从而导致在相当长的一段时间内都让其头部玩家难以获得合理的收益。中国的长视频赛道就是一个典型。毫无疑问，这是一条大的赛道，这一赛道每年的总营收预计超过1000亿，不可谓不大。然而，从2006的先驱优酷算起，这个领域的主要玩家已经连续亏损15年了，比如爱奇艺，2020年全年营收297亿，亏损60亿，这还是在大幅改善之后取得的成绩。注意，很难说这些亏损属于战略型亏损，即便到今天，我们依然看不到这个领域的亏损还要持续多久，行业的终局最终何时尘埃落定。是滴，钱是这个行业唯一的壁垒。《晚点》曾经报道过优酷和腾讯视频当年争夺《如懿传》的过程——本来两家友好约定每家出6亿购买这部剧双平台同步播出的权益，但腾讯回去一思量，断定这部剧可能会像《甄嬛传》一样火遍全网，最终拍板以吓人的13亿天价拿下了这部剧的独播权。这是一个烧钱的游戏，如果仅靠烧钱就能终结战争就好了，这个行业的关键命门还在于——用钱根本买不来用户的忠诚度。有的平台花超过10亿+买下世界杯的转播权，一旦世界杯一过，用户又被其他平台的新鲜大局吸引走了。这个行业的大玩家都在硬抗，尽管大幅亏损，谁也不愿意第一个放弃，因为无法忽略天价的淹没成本，都在等着对手抗不住退出。但三大平台的背后是BAT，每一个都财大气粗，都一致认为这是卡位的战争，每一家都在做着“中国Netflix”的美梦。即便有玩家退出了，由于没有其他高壁垒，总会有虎视眈眈的新玩家参与进来，当年优酷并购土豆想一统江湖但最终很快落空就是一个明证。没错，大的赛道真的不一定是好的赛道，航空业是另一个例子。股神巴菲特关于航空业有两句名言——第一句是：“在莱特兄弟发明的飞机在北卡罗来纳州的小鹰镇第一次试飞成功之前，如果有个资本家击落它的话，那么全球各地的投资者也许会挽回很多的损失。”第二句是：“如果你想成为一名百万富翁，你可以先成为一名千万富翁，然后再买航空股。”那么，为什么在规模上属于巨无霸的航空业并不是一条好赛道呢？原因在于航空业有四大特点：1.固定成本高，负债率高；2.产品同质化，溢价能力弱；3.消费者选择多，品牌忠诚度极低；4.行业周期性强，受宏观经济影响强；正是基于以上几个特点，航空业需要投入大，利润率波动大，竞争激烈难以获得持续长期竞争力，以至于股神巴菲特也多次在航空股上载跟头。所以，衡量一条赛道是否优质，大其实并非唯一指标，增长性和健康度同样重要。三、一个赛道初期领先的公司不一定能长期领先关于这个点，我先从一个例子切入——年初新能源汽车股票最疯狂的时候，一位朋友告诉我说自己把一半的流动资金买了蔚来、理想和小鹏的三家的股票。我问他的投资逻辑，他说——“中国的新能源终将崛起是一个极其确定的事件，而我押宝这三家目前领先的公司，我当然不知道谁会最终胜出，但我的逻辑是，他们一定会有一家会胜出，那么只要这家胜出的公司股价涨三倍，另外两家哪怕归0死掉我也不会亏。”某种意义上，我是同意他的这种观点的，但我还是善意地提醒他，有没有可能中国新能源最终胜出的并不在这三家之内呢？他说，这我倒是没想过，这个可能性比较小吧。我告诉他，的确可能性会相对小，但并不是没有可能，于是我给他讲了短视频赛道的故事——在2015、2016年这个时间点，短视频这个赛道已经开始变得热闹起来，投资人开始判断这是一个成长快、规模大的赛道，但具体应该投哪些团队呢？当时的市场格局是——秒拍领先、美拍来势汹汹，快手还属于一家小公司，没有走入主流视线。于是领先的秒拍就变成了投资界的香饽饽，在那段时间，秒拍的母公司一下科技前后获得了5轮融资，其中最后的E轮融资规模高达5亿美金。在E轮融资的发布会上，创始人韩坤的兴奋溢于言表——“一下科技的视频矩阵，已经成为中国版的Youtube。”然而接下来的故事大家都知道了，一年后抖音快手崛起，秒拍毫无招架之力，被迅速边缘化。一起被拍倒在沙滩上的，还有当年气势如虹的美拍。至此，融资无数的短视频赛道的两个领先产品没有一个笑到了最后。我们稍微理一下背后的逻辑：早期领先的公司由于行业还没有发展成熟，赛道对创业公司能力要求其实是不一样的，这也能从一个侧面来解释为什么秒拍失败了而抖音成功了。这背后的原因当然很多，但其中一个重要的视角是二者的关注重点的差异：秒拍诞生发展的时期中国的4G还没有特别成熟，于是对不同网络环境下如何流程播放的技术要求是很高的，秒拍创始人韩坤其实一直非常得意的是秒拍的基础技术能力。在秒拍诞生前韩坤一直在带领团队开发一个叫Vitamio的多媒体框架系统，是多个互联网公司的视频技术供应商。事实上，新浪微博之所以投资秒拍，一个重要原因就是看重了其可以在很大程度上补齐自己视频技术的短板。所以在韩坤的认知框架里，技术是重要的壁垒，他自然就对其他决定这个赛道真正核心变量关注的少一些。但时间来到2017年，4G成熟、资费下降，技术壁垒被证明其实不堪一击，推荐算法、内容生产生态成为短视频真正的核心竞争力，某种意义上，这场战争的结局从一开始或许就早已注定。所以，投赛道早期领先公司当然没错，但也需要考虑这个赛道的核心逻辑会不会发生变化，变化之后所要求的核心要素现在领先的公司是否真正具备。四、创始人并不完全代表公司的竞争力上面谈到投资领域一个重要流派是投赛道，而另一个重要流派是投人，有的VC看准了一个人，无论他做什么都会投，甚至多次失败之后还会继续投。从概率的角度，投赛道投人这两个流派都有着非常自洽的逻辑，在很多情况下都是对的。然而，人是很复杂的，对人的判断出现偏差的概率其实非常大，更重要的是，人是一个动态的过程，创业是一场马拉松，漫长的过程在不同的阶段对创始人的要求是截然不同的——创业、守业、再增长所要求的能力模型差异非常大，只有凤毛麟角的创业者能快速迭代自己的认知和能力，从而真正带领公司从0到1、从1到N。我举一个例子，我之前的一个上司，从不买美股，但突然有一天买了猎豹移动的股票。我问他为什么买猎豹，他说看好傅盛这个人。他接着补充：傅盛之前在360证明了自己是顶级优秀的产品经理，而带领猎豹独辟蹊径在海外做出清理大师则证明了他的战略能力和执行力，而傅盛还很年轻，即便可能犯错，但长期潜力很大。然而，他这一单买下去，亏得屁滚尿流，亏得怀疑人生。那么是他以上的逻辑真的有问题吗？其实不见得，通过一个人的历史判断一个人的能力是识人常用的方法，这样的逻辑在风险投资领域其实属于基本操作。这也是为什么很多大厂的重要总监只要一宣布创业，通常会受到天使资本和早期风投的追捧。这背后一个简单的逻辑就是，大厂的重要总监们其实是一线的战斗者，他们听得见炮声，真枪实战地做过，投他们成功的概率当然会大一些。那么为什么以同样的逻辑投猎豹就输得一塌糊涂呢？答案是一级市场和二级市场撒网概率的区别。风险投资这类一级市场的逻辑是广泛押宝，因为根本不知道到底谁是下一个字节跳动，下一个拼多多，下一个快手，宁可投错也不能错过大鱼。它的逻辑追求的是整体的胜率，投50家企业，最终只要有2家能最终成功上市，就能Cover掉剩下48家的失败，因为上市的这两家可能带来100倍的回报。而从单笔投资成功率讲，它是极低的，即96%都是失败，但这不影响他整体赚钱；（当然大部分风投其实做不到这样的概率，这些基金本身也是亏钱的）如果个人投资者也用同样的逻辑去选股票，那简直就是噩梦，因为你的资金规模基本决定你很难广撒网，完全做不到分散风险。从“人”这一单一维度去看公司就是在刀尖上舔血、失败率极高。因此，个人投资者如果想要买某个公司的股票，你可以有无数种逻辑，但千万不要只因为这一个理由——“我选择买它是因为我认可它的创始人”。注意，我并不是说创始人对一家公司不重要，事实上，创始人对一家公司的重要性无论如何强调都不过分。但我要说的是，我们其实很难从一个外部视角真正判断一个创始人的全部，即便对于一流的风险投资人而言，他们在判断一个创始人的时候也仅仅只能从几个少数维度进行判断，有时候这种判断甚至是极其感性的。朱啸虎就多次公开检讨自己是如何错过字节跳动的——当时字节跳动B论找到金沙江，朱啸虎当时和张一鸣聊完之后凭直觉判断张一鸣这个人太斯文，没有程维那种强大的气场，最终没有投字节跳动，后来，他肠子都悔青了。人，任何时候都很复杂，不要对自己的判断力太自信。OK，以上就是卫夕总结的中国互联网的四大暗逻辑，互联网是一个年轻的产业，也是一个多变的行业，它在以前所未有的速度进化，它进化的速度以至于很难总结放之四海而皆准的规律。这一代年轻人唯一应该做的就是投身和拥抱这个行业，在实践中感受和把握技术汹涌澎湃的的脉搏。记住，别躺平。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198238751,"gmtCreate":1620960121073,"gmtModify":1704351171711,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"Time to for Ali&nbsp;","listText":"Time to for Ali&nbsp;","text":"Time to for Ali","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/198238751","repostId":"1173454610","repostType":4,"repost":{"id":"1173454610","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":1620957148,"share":"https://ttm.financial/m/news/1173454610?lang=en_US&edition=fundamental","pubTime":"2021-05-14 09:52","market":"other","language":"zh","title":"The decline of the Hang Seng Technology Index expanded to more than 2%, Alibaba fell more than 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1173454610","media":"老虎资讯综合","summary":"5月14日讯，恒生科技指数跌幅扩大至超2%，阿里巴巴跌超6%，京东、华虹半导体跌超5%。","content":"<p>On May 14, the decline of the Hang Seng Technology Index expanded to more than 2%.<a href=\"https://laohu8.com/S/09988\">Alibaba</a>Fell more than 6%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/01347\">Hua Hong Semiconductor</a>Fell more than 5%.<img src=\"https://static.tigerbbs.com/660d39da971635f39d17cd8a5dfb8b69\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The decline of the Hang Seng Technology Index expanded to more than 2%, Alibaba fell more than 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe decline of the Hang Seng Technology Index expanded to more than 2%, Alibaba fell more than 6%\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\">2021-05-14 09:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On May 14, the decline of the Hang Seng Technology Index expanded to more than 2%.<a href=\"https://laohu8.com/S/09988\">Alibaba</a>Fell more than 6%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/01347\">Hua Hong Semiconductor</a>Fell more than 5%.<img src=\"https://static.tigerbbs.com/660d39da971635f39d17cd8a5dfb8b69\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"BABA":"阿里巴巴","HSTECH":"恒生科技指数","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173454610","content_text":"5月14日讯，恒生科技指数跌幅扩大至超2%，阿里巴巴跌超6%，京东、华虹半导体跌超5%。","news_type":1,"symbols_score_info":{"BABA":0.9,"QNETCN":0.9,"09988":0.9,"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949067116,"gmtCreate":1678245448235,"gmtModify":1678245451904,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9949067116","repostId":"1169400394","repostType":4,"repost":{"id":"1169400394","kind":"news","pubTimestamp":1678241120,"share":"https://ttm.financial/m/news/1169400394?lang=en_US&edition=fundamental","pubTime":"2023-03-08 10:05","market":"us","language":"zh","title":"Rate hike or Faster, Higher and Longer! Read Powell's blockbuster speech in one article","url":"https://stock-news.laohu8.com/highlight/detail?id=1169400394","media":"华尔街见闻","summary":"通胀还远高于目标2%，不考虑改变此目标。","content":"<p><html><head></head><body>On the first day of the congressional hearing, Powell said that if the overall data suggested that it was necessary to speed up tightening, the Fed would be ready to speed up the pace of rate hike; Historical records warn against premature relaxation of policy, and the Fed will stick to it; Inflation is still well above the target of 2%, and it is not considered to change this target; Inflationary pressures were higher than expected at the last meeting, and key inflation indicators core services inflation showed few signs of slowing down; The Fed's fight against inflation focuses on inflation in commodities, housing and services, and the tightening effect may not be fully reflected; Not raising the debt ceiling could cause long-term harm; Cryptocurrencies should be regulated in the same way as traditional financial assets.</p><p>On Tuesday, March 7, Eastern Time, Federal Reserve Chairman Jerome Powell testified at a hearing of the U.S. Senate Banking Committee, warning that the strong data at the beginning of this year may prompt the Fed not to continue to slow down, but to accelerate the pace of rate hike, and the final interest rate may exceed the Fed's previous expected level.</p><p>The theme of this hearing is the semi-annual monetary policy report released by the Federal Reserve last Friday. In a prepared speech, Powell reiterated that the road to reducing inflation may be bumpy, arguing that stronger-than-expected economic data means terminal interest rates may be higher than the Fed had previously expected. He said:</p><p>Inflation has been slowing in recent months, but there is still a long way to go for inflation to fall back to 2%, and (the road) may be bumpy. As I mentioned, the recent economic data has been stronger than expected, suggesting that the final interest rate level may be higher than previously expected. If the overall data suggests that it is necessary to accelerate (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. Following the above passage, Powell said that the Fed's highest focus is to use the Fed's tools to bring the inflation rate back to the Fed's target of 2% and keep long-term inflation expectations well anchored. He said:</p><p>The historical record is a serious warning against premature policy easing. We will follow through until we are done. On Wednesday, Powell will also testify before the House Financial Services Committee. These are his last two public statements on interest rate policy before the next interest rate meeting of the Federal Reserve from 21st to 22nd of this month, and they are also his last two opportunities to influence the market's expectations for the Fed's policy.</p><p>On Tuesday, Powell said that in the latest dot plot to be released after the Federal Reserve meeting this month, the expectation of peak interest rates may be higher than the last updated dot plot interest rate expectation in December last year. He said that it is difficult to estimate what the current \"neutral interest rate level\" is.</p><p>Market reaction: U.S. bond yields rise, the U.S. dollar accelerates its rise, U.S. stocks expand their decline, and the probability of a 50 basis point rate hike in March is expected to surge</p><p>Before the hearing began, earlier on Tuesday, reporter Nick Timiraos, known as the \"New Federal Reserve News Agency\", issued an article saying that Powell may warn in his testimony that strong economic activity this year may lead to the Fed's rate hike exceeding their expectations to combat high inflation.</p><p>Powell's remarks about higher-than-expected interest rates were not surprising, but he also admitted that he was ready to speed up rate hike when needed. The double hawkish stance undoubtedly dealt a blow to the market.</p><p>After Powell began his speech on Tuesday, U.S. Treasury Bond yields rose sharply in early U.S. stocks; The US Dollar Index accelerated its upward trend and returned to 105.00; The decline of the U.S. stock index expanded rapidly. After the Powell hearing, the three major U.S. stock indexes further expanded their declines in midday trading, all exceeding 1%. the US Dollar Index's intraday gains expanded to more than 1%, and rose above 105.60 in midday trading, refreshing the record set on January 6 since December 7 last year. intraday highs.</p><p>The benchmark 10-year U.S. bond yield once returned to 4.0% from around 3.95% before Powell's speech, setting a new daily high, and once fell below 3.95% after the hearing. The 2-year U.S. bond yield, which is more sensitive to interest rates, was below 4.88% before Powell's speech, and approached 5.0% during the speech, setting a new high since July 2007 set for five consecutive days as of last Thursday. After the hearing, U.S. stocks rose above 5.0% for the first time since July 2007 during midday trading.</p><p><img src=\"https://static.tigerbbs.com/9151a89f9f6484f5226ce0223542ce4e\" tg-width=\"500\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>After the U.S. stock market closed, CME group's (CME) \"Fed Watch Tool\" showed that the U.S. Federal Funds rate futures trading market predicted that the probability of the Fed's rate hike of 50 basis points in March would rise to more than 70% from slightly more than 31% a day ago, and the probability of rate hike's 25 basis points dropped to less than 30% from nearly 69% a day ago.</p><p><img src=\"https://static.tigerbbs.com/1d31acedeb198d24a93d9c33ecad0d7c\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/>Inflation is still well above target Inflationary pressures are higher than expected at last meeting Core services inflation shows few signs of slowing down</p><p>Recently released U.S. data show that the downward trend of inflation is declining: the year-on-year growth of CPI in January slowed down less than expected, and the PCE price index accelerated year-on-year in January, failing to continue the growth slowdown in December. Moreover, economic and employment data continued to grow beyond expectations: in January, 517,000 new non-farm employment people were added, about 2.8 times market expectations, and the unemployment rate dropped to the lowest level in 53 years of 3.4%; The number of initial jobless claims in a single week has been below 200,000 for seven consecutive weeks, which is equivalent to pre-epidemic levels.</p><p>Commenting on the current economic situation and outlook, Powell pointed out that since his last testimony in the House of Representatives in the middle of last year, U.S. inflation growth has eased to some extent, but the inflation rate is still well above the Fed's long-term target of 2%. Inflation in the core commodity sector has fallen as supply chain bottlenecks ease and monetary tightening limits demand. However, inflation for core services other than housing, a key inflation gauge, shows little sign of slowing.</p><p>So far, there have been few signs of lower inflation in core services after housing, which account for more than half of core consumer spending. To restore price stability, we need to see a decline in inflation in the sector, and labor market conditions are likely to moderate. Powell said data on hiring, spending, factory production and inflation partially reversed the weakness seen a few weeks ago. Some of the gains may reflect the effects of unusually warm January weather, which could interfere with seasonal adjustments for economic data.</p><p>Nonetheless, the magnitude of the reversal, along with the revision to the previous quarter, suggests that inflationary pressures are higher than we expected at our last (monetary policy) meeting. Powell mentioned that despite the slowdown in economic growth, the supply of the labor market is still very tight, and cited the unemployment rate in the January non-farm payrolls report and the number of vacancies at the end of December that were close to the record high set in March last year, saying that employment growth in January remains very strong, while growth in labor supply continues to lag.</p><p>Regarding the job market, Powell also mentioned that the mismatch between labor supply and demand is obvious. The Federal Reserve needs to work hard to make the supply and demand in the job market more matched. The current employment rate in the United States has far exceeded the \"full employment level\" estimated by most market participants.</p><p>Without considering changing the 2% inflation target, the Fed's anti-inflation focus on goods, housing and services, and the effect of inflation tightening may not be fully reflected</p><p>In response to questions from lawmakers, Powell said that maintaining the credibility of the Fed's inflation rate target of 2% will directly stabilize market expectations for the economic outlook. Therefore, it is indeed very important to stick to the 2% goal. It will not consider changing the Fed's 2% inflation control target.</p><p>The Fed's future policymaking actions will largely depend on movements in three important inflation areas: goods, housing and the broader services sector.</p><p>On the commodities front, the Fed needs to continue the decline in inflation that has begun. On the housing front, the Fed needs time to pass on the impact of the tightening, and the lagging data will soon be reflected in the new leases being signed at lower prices. In the services sector, \"we will look very carefully\".</p><p>Powell also noted that the Fed's efforts to date may not have been fully reflected.</p><p>Last year, our rate hike was very fast, and we know that the effect of monetary tightening policy has been delayed; It takes a while to see the full effect. Powell said the Fed has the tools to gradually achieve its 2% inflation target, while warning that monetary policy tools do have limitations and that this round of inflation is different from the past. \"We have a lot of unusual elements and I don't think anyone has the confidence to know how this is going to play out.\"</p><p>Failure to raise the debt ceiling could cause long-term harm. Cryptocurrencies need to be regulated in the same way as traditional financial assets</p><p>At the hearing, Powell clearly told lawmakers that in order to prevent \"very adverse\" harm to the global economy, Congress must increase the legal borrowing limit of the U.S. federal government.</p><p>We do not seek to play a role in these policy issues. But at the end of the day, there's only one solution to this problem, and that's Congress. Congress really needs to raise the cap … If it doesn't, I think the consequences are hard to estimate, but they can be very adverse and can cause long-term harm. Powell believes that fiscal policy is not yet an important factor causing high inflation.</p><p>Regarding the banking industry, Powell mentioned that the Federal Reserve promised to amend the Community Reinvestment Act. We are wholeheartedly committed to adjusting the capital adequacy ratio rule to ensure that it continues to be tough and effective. Big U.S. banks don't have much exposure to commercial real estate lending.</p><p>Regarding cryptocurrencies, Powell said the Fed will ensure that the banking industry remains cautious enough in the face of cryptocurrency business. The United States needs to formulate a legal and regulatory framework around digital activities. He supports regulation of the cryptocurrency market.</p><p>It's'same activity, same regulation '. When people deal with something that looks like a money market fund, they assume, it has the same regulation as money market funds or bank deposits.</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>Rate hike or Faster, Higher and Longer! Read Powell's blockbuster speech in one article</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\">\nRate hike or Faster, Higher and Longer! Read Powell's blockbuster speech in one article\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\">2023-03-08 10:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On the first day of the congressional hearing, Powell said that if the overall data suggested that it was necessary to speed up tightening, the Fed would be ready to speed up the pace of rate hike; Historical records warn against premature relaxation of policy, and the Fed will stick to it; Inflation is still well above the target of 2%, and it is not considered to change this target; Inflationary pressures were higher than expected at the last meeting, and key inflation indicators core services inflation showed few signs of slowing down; The Fed's fight against inflation focuses on inflation in commodities, housing and services, and the tightening effect may not be fully reflected; Not raising the debt ceiling could cause long-term harm; Cryptocurrencies should be regulated in the same way as traditional financial assets.</p><p>On Tuesday, March 7, Eastern Time, Federal Reserve Chairman Jerome Powell testified at a hearing of the U.S. Senate Banking Committee, warning that the strong data at the beginning of this year may prompt the Fed not to continue to slow down, but to accelerate the pace of rate hike, and the final interest rate may exceed the Fed's previous expected level.</p><p>The theme of this hearing is the semi-annual monetary policy report released by the Federal Reserve last Friday. In a prepared speech, Powell reiterated that the road to reducing inflation may be bumpy, arguing that stronger-than-expected economic data means terminal interest rates may be higher than the Fed had previously expected. He said:</p><p>Inflation has been slowing in recent months, but there is still a long way to go for inflation to fall back to 2%, and (the road) may be bumpy. As I mentioned, the recent economic data has been stronger than expected, suggesting that the final interest rate level may be higher than previously expected. If the overall data suggests that it is necessary to accelerate (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. Following the above passage, Powell said that the Fed's highest focus is to use the Fed's tools to bring the inflation rate back to the Fed's target of 2% and keep long-term inflation expectations well anchored. He said:</p><p>The historical record is a serious warning against premature policy easing. We will follow through until we are done. On Wednesday, Powell will also testify before the House Financial Services Committee. These are his last two public statements on interest rate policy before the next interest rate meeting of the Federal Reserve from 21st to 22nd of this month, and they are also his last two opportunities to influence the market's expectations for the Fed's policy.</p><p>On Tuesday, Powell said that in the latest dot plot to be released after the Federal Reserve meeting this month, the expectation of peak interest rates may be higher than the last updated dot plot interest rate expectation in December last year. He said that it is difficult to estimate what the current \"neutral interest rate level\" is.</p><p>Market reaction: U.S. bond yields rise, the U.S. dollar accelerates its rise, U.S. stocks expand their decline, and the probability of a 50 basis point rate hike in March is expected to surge</p><p>Before the hearing began, earlier on Tuesday, reporter Nick Timiraos, known as the \"New Federal Reserve News Agency\", issued an article saying that Powell may warn in his testimony that strong economic activity this year may lead to the Fed's rate hike exceeding their expectations to combat high inflation.</p><p>Powell's remarks about higher-than-expected interest rates were not surprising, but he also admitted that he was ready to speed up rate hike when needed. The double hawkish stance undoubtedly dealt a blow to the market.</p><p>After Powell began his speech on Tuesday, U.S. Treasury Bond yields rose sharply in early U.S. stocks; The US Dollar Index accelerated its upward trend and returned to 105.00; The decline of the U.S. stock index expanded rapidly. After the Powell hearing, the three major U.S. stock indexes further expanded their declines in midday trading, all exceeding 1%. the US Dollar Index's intraday gains expanded to more than 1%, and rose above 105.60 in midday trading, refreshing the record set on January 6 since December 7 last year. intraday highs.</p><p>The benchmark 10-year U.S. bond yield once returned to 4.0% from around 3.95% before Powell's speech, setting a new daily high, and once fell below 3.95% after the hearing. The 2-year U.S. bond yield, which is more sensitive to interest rates, was below 4.88% before Powell's speech, and approached 5.0% during the speech, setting a new high since July 2007 set for five consecutive days as of last Thursday. After the hearing, U.S. stocks rose above 5.0% for the first time since July 2007 during midday trading.</p><p><img src=\"https://static.tigerbbs.com/9151a89f9f6484f5226ce0223542ce4e\" tg-width=\"500\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>After the U.S. stock market closed, CME group's (CME) \"Fed Watch Tool\" showed that the U.S. Federal Funds rate futures trading market predicted that the probability of the Fed's rate hike of 50 basis points in March would rise to more than 70% from slightly more than 31% a day ago, and the probability of rate hike's 25 basis points dropped to less than 30% from nearly 69% a day ago.</p><p><img src=\"https://static.tigerbbs.com/1d31acedeb198d24a93d9c33ecad0d7c\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/>Inflation is still well above target Inflationary pressures are higher than expected at last meeting Core services inflation shows few signs of slowing down</p><p>Recently released U.S. data show that the downward trend of inflation is declining: the year-on-year growth of CPI in January slowed down less than expected, and the PCE price index accelerated year-on-year in January, failing to continue the growth slowdown in December. Moreover, economic and employment data continued to grow beyond expectations: in January, 517,000 new non-farm employment people were added, about 2.8 times market expectations, and the unemployment rate dropped to the lowest level in 53 years of 3.4%; The number of initial jobless claims in a single week has been below 200,000 for seven consecutive weeks, which is equivalent to pre-epidemic levels.</p><p>Commenting on the current economic situation and outlook, Powell pointed out that since his last testimony in the House of Representatives in the middle of last year, U.S. inflation growth has eased to some extent, but the inflation rate is still well above the Fed's long-term target of 2%. Inflation in the core commodity sector has fallen as supply chain bottlenecks ease and monetary tightening limits demand. However, inflation for core services other than housing, a key inflation gauge, shows little sign of slowing.</p><p>So far, there have been few signs of lower inflation in core services after housing, which account for more than half of core consumer spending. To restore price stability, we need to see a decline in inflation in the sector, and labor market conditions are likely to moderate. Powell said data on hiring, spending, factory production and inflation partially reversed the weakness seen a few weeks ago. Some of the gains may reflect the effects of unusually warm January weather, which could interfere with seasonal adjustments for economic data.</p><p>Nonetheless, the magnitude of the reversal, along with the revision to the previous quarter, suggests that inflationary pressures are higher than we expected at our last (monetary policy) meeting. Powell mentioned that despite the slowdown in economic growth, the supply of the labor market is still very tight, and cited the unemployment rate in the January non-farm payrolls report and the number of vacancies at the end of December that were close to the record high set in March last year, saying that employment growth in January remains very strong, while growth in labor supply continues to lag.</p><p>Regarding the job market, Powell also mentioned that the mismatch between labor supply and demand is obvious. The Federal Reserve needs to work hard to make the supply and demand in the job market more matched. The current employment rate in the United States has far exceeded the \"full employment level\" estimated by most market participants.</p><p>Without considering changing the 2% inflation target, the Fed's anti-inflation focus on goods, housing and services, and the effect of inflation tightening may not be fully reflected</p><p>In response to questions from lawmakers, Powell said that maintaining the credibility of the Fed's inflation rate target of 2% will directly stabilize market expectations for the economic outlook. Therefore, it is indeed very important to stick to the 2% goal. It will not consider changing the Fed's 2% inflation control target.</p><p>The Fed's future policymaking actions will largely depend on movements in three important inflation areas: goods, housing and the broader services sector.</p><p>On the commodities front, the Fed needs to continue the decline in inflation that has begun. On the housing front, the Fed needs time to pass on the impact of the tightening, and the lagging data will soon be reflected in the new leases being signed at lower prices. In the services sector, \"we will look very carefully\".</p><p>Powell also noted that the Fed's efforts to date may not have been fully reflected.</p><p>Last year, our rate hike was very fast, and we know that the effect of monetary tightening policy has been delayed; It takes a while to see the full effect. Powell said the Fed has the tools to gradually achieve its 2% inflation target, while warning that monetary policy tools do have limitations and that this round of inflation is different from the past. \"We have a lot of unusual elements and I don't think anyone has the confidence to know how this is going to play out.\"</p><p>Failure to raise the debt ceiling could cause long-term harm. Cryptocurrencies need to be regulated in the same way as traditional financial assets</p><p>At the hearing, Powell clearly told lawmakers that in order to prevent \"very adverse\" harm to the global economy, Congress must increase the legal borrowing limit of the U.S. federal government.</p><p>We do not seek to play a role in these policy issues. But at the end of the day, there's only one solution to this problem, and that's Congress. Congress really needs to raise the cap … If it doesn't, I think the consequences are hard to estimate, but they can be very adverse and can cause long-term harm. Powell believes that fiscal policy is not yet an important factor causing high inflation.</p><p>Regarding the banking industry, Powell mentioned that the Federal Reserve promised to amend the Community Reinvestment Act. We are wholeheartedly committed to adjusting the capital adequacy ratio rule to ensure that it continues to be tough and effective. Big U.S. banks don't have much exposure to commercial real estate lending.</p><p>Regarding cryptocurrencies, Powell said the Fed will ensure that the banking industry remains cautious enough in the face of cryptocurrency business. The United States needs to formulate a legal and regulatory framework around digital activities. He supports regulation of the cryptocurrency market.</p><p>It's'same activity, same regulation '. When people deal with something that looks like a money market fund, they assume, it has the same regulation as money market funds or bank deposits.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683522\">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/d92849ddf94d54bf9e6af60671fe1ef1","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3683522","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169400394","content_text":"国会听证会首日，鲍威尔称，若整体数据暗示有必要加快紧缩，联储将准备加快加息步伐；历史纪录警告不可过早放松政策，联储将坚持到底；通胀还远高于目标2%，不考虑改变此目标；通胀压力高于上次会议预期，关键通胀指标核心服务通胀几无放缓迹象；联储抗通胀侧重商品、住房和服务通胀，紧缩效果可能未充分体现；不提高债务上限可能造成长期伤害；对加密货币要进行和传统金融资产同样的监管。美东时间3月7日周二，美联储主席鲍威尔在美国参议院银行委员会的听证会上作证，警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步，最终利率可能超过联储之前预期水平。本次听证会的主题是，美联储上周五公布的半年度货币政策报告。鲍威尔在事先准备的演讲稿中重申，降低通胀的道路可能坎坷，认为超预期强劲的经济数据意味着，终端利率可能比联储此前预计的高。他说：近几个月，通胀一直在放缓，但通胀率回落至2%的过程还有很长的路要走，而且（道路）可能是坎坷的。正如我所提到的，最近的经济数据强于预期，这表明，最终的利率水平可能会高于之前的预期。如果整体数据暗示有必要加快（货币）紧缩，我们将准备加快加息步伐。恢复价格稳定可能需要我们一段时间内保持限制性的货币政策立场。紧接着上面这段话，鲍威尔表示，美联储的最高侧重点是，运用联储的工具让通胀率回到联储目标2%，并让长期通胀预期始终很好地锚定。他说：历史纪录对过早放松政策发出了严重的警告。我们将坚持到底，直到大功告成。本周三，鲍威尔还将在众议院金融服务委员会作证。这是他在本月21日到22日美联储下次议息会议前就利率政策的最后两次公开表态，也是他能影响市场对联储政策预期的最后两次机会。本周二鲍威尔称，本月美联储会后将发布的最新点阵图中，利率峰值的预期可能将高于去年12月上次更新的点阵图利率预期。他说，很难估算当前的“中性利率水平”究竟是多少。市场反应：美债收益率拉升、美元加速上涨、美股跌幅扩大、预计3月加息50基点几率猛增听证会开始前，本周二稍早，有“新美联储通讯社”之称的记者Nick Timiraos就发文称，鲍威尔在发表证词时也许会警告，今年强劲的经济活动可能导致美联储加息的幅度超过他们的预期，以此对抗高通胀。鲍威尔有关利率高于预期的言论不算意外，但他同时还坦言准备需要时就加快加息，双重鹰派表态无疑给了市场当头一棒。鲍威尔本周二开始讲话后，美国国债收益率在美股早盘直线拉升；美元指数加速上行，重上105.00；美股指跌幅迅速扩大。鲍威尔听证会结束后，三大美股指午盘跌幅进一步扩大，都超过1%，美元指数盘中涨幅扩大到1%以上，午盘涨破105.60，刷新1月6日所创的去年12月7日以来盘中高位。基准10年期美债收益率从鲍威尔讲话前的3.95%左右一度重上4.0%，刷新日高，听证会结束后一度降至3.95%下方。对利率更敏感的2年期美债收益率在鲍威尔讲话前处于4.88%下方，讲话期间逼近5.0%，刷新截至上周四连续五日所创的2007年7月以来高位，听证会结束后，美股午盘时段，自2007年7月以来首次升破5.0%。到美股收盘后，芝商所（CME）的“美联储观察工具”显示，美国联邦基金利率期货交易市场预计，3月美联储加息50个基点的几率从一天前的略超过31%升至70%以上，加息25个基点的几率从一天前的接近69%降至不足30%。通胀还远高于目标 通胀压力高于上次会议预期 核心服务通胀几无放缓迹象最近公布的美国数据显示，通胀下行有减退势头：1月CPI同比增长放缓程度不及预期，1月PCE物价指数同比加速增长，未能延续12月的增长放缓。而且，经济和就业数据还继续超预期增长：1月新增非农就业人口51.7万，约为市场预期的2.8倍，失业率降至3.4%的五十三年最低水平；单周首次申请失业救济人数连续七周低于20万，和疫情前水平相当。在评论当前经济形势和前景时，鲍威尔指出，自去年年中他上次在众议院作证以来，美国的通胀增长已经一定程度上缓和，但通胀率还远高于联储的长期目标2%。因为供应链瓶颈缓和，货币紧缩限制了需求，核心商品部门的通胀已经下降。然而，一项关键的通胀指标——住房以外的核心服务通胀几乎没有放缓的迹象。到目前为止，在占核心消费者支出一半以上的剔除住房后核心服务领域，几乎没有出现通胀降低的迹象。为了恢复价格稳定，我们需要看到该部门的通胀率下降，并且劳动力市场状况很可能有所缓和。鲍威尔表示，有关招聘、支出、工厂生产和通胀的数据部分扭转了几周前出现的疲软趋势。部分上涨可能反映了1月天气异常温暖的影响，这可能会干扰对经济数据的季节性调整。尽管如此，逆转的幅度以及对上一季度的修正表明，通胀压力高于我们上次 （货币政策）会议时的预期。鲍威尔提到，尽管经济增长放缓，劳动力市场供应仍非常紧张，并列举了1月非农就业报告中的失业率、12月末接近去年3月所创历史高位的空缺职位数，称1月就业增长仍非常强劲，同时劳动力供应的增长继续滞后。对于就业市场，鲍威尔还提到，劳动力供给与需求的错配很明显。美联储需要付出努力，使就业市场的供给与需要变得更加匹配。当前美国就业率已经远超过了多数市场人士对“充分就业水平”的预估。不考虑改变2%的通胀目标 联储抗通胀侧重商品、住房和服务通胀 紧缩效果可能未充分体现在回答议员提问时，鲍威尔表示，维持2%这一美联储通胀率目标的可信度，将能直接稳定住市场对经济前景的预期。所以，坚守2%的目标的确是非常重要的。不会考虑去变更美联储的2%通胀率控制目标。美联储未来的政策制定行动将在很大程度上取决于三个重要的通胀领域变动：商品、住房和更广泛的服务部门。在商品方面，联储需要让已经开始的通胀下降继续下去。在住房方面，联储需要时间传递紧缩的影响，滞后的数据将很快反映在正签署的、价格较低的新租约上。在服务业，“我们将非常仔细地观察”。鲍威尔还指出，美联储迄今为止的努力可能尚未得到充分体现。去年我们加息非常快，我们知道货币紧缩政策的效果有所延迟；需要一段时间才能看到全部效果。鲍威尔称，美联储拥有工具逐步实现2%的通胀率目标，同时警告，货币政策工具确实有局限性，而且这轮通胀与过去不同。“我们有很多不寻常的因素，我认为没有人有信心知道这将如何发展。”不提高债务上限可能造成长期伤害 对加密货币要进行和传统金融资产同样的监管听证会上，鲍威尔明确告诉议员，为了防止对全球经济造成“非常不利”的伤害，国会必须提高美国联邦政府的法定借款限额。我们不寻求在这些政策问题上发挥作用。但归根结底，只有一个解决方案可以解决这个问题，那就是国会。国会真的需要提高上限……如果不提高，我认为后果很难估计，但它们可能非常不利，并可能造成长期伤害。鲍威尔认为，财政政策目前还不是造成高通胀的重要因素。对于银行业，鲍威尔提到，美联储承诺将修订社区再投资法案。正全心致力于调整资本充足率规则，以确保该规则继续坚韧有效。美国大银行在商业地产贷款领域并没有太大的风险敞口。对于加密货币，鲍威尔表示，美联储将确保银行业在面对加密货币业务时保持足够谨慎。美国需要围绕数字化活动去制定法律监管框架。他支持对加密货币市场进行监管。这是‘同样的活动，同样的监管’。 当人们处理看起来像货币市场基金的东西时，他们会假设，它与货币市场基金或银行存款具有相同的监管。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}