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开心唠唠虎

2024-05-17

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Iconic switch? Big-name hedge funds reduce their holdings of "Seven Sisters" in U.S. stocks and increase their holdings of Ali and other Chinese stocks

开心唠唠虎

2023-04-10

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Tesla's Energy Storage Gigafactory officially "landed in Shanghai" and plans to start production in the second quarter of 2024

开心唠唠虎

2023-01-14

d

The "sequelae" of the Federal Reserve's rate hike are coming! The U.S. government is also helpless

开心唠唠虎

2022-11-07

$特斯拉(TSLA)$

开心唠唠虎

2022-01-03

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Big-name hedge funds reduce their holdings of \"Seven Sisters\" in U.S. stocks and increase their holdings of Ali and other Chinese stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2436341519","media":"华尔街见闻","summary":"互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。","content":"<p><html><head></head><body>In the first quarter, hedge fund tycoon David Tepper greatly increased his holdings in Ali,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The positions of Chinese conceptual stocks and Chinese ETFs reached 24%.</p><p><p style=\"text-align: justify;\">Hedge fund bosses took the lead in pouring into Chinese stocks.</p><p><p style=\"text-align: justify;\">According to regulatory filings, in the first quarter of this year, Appaloosa Management, a hedge fund owned by David Tepper, a well-known billionaire investor and hedge fund legend in the United States,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Doubling of positions,<strong>Ali became the No. 1 heavyweight in its $6.7 billion equity portfolio.</strong></p><p><p style=\"text-align: justify;\">The fund also increased its holdings in Pinduoduo, Baidu and Jiancang<a href=\"https://laohu8.com/S/JD\">Jingdong</a>And two Chinese exchange funds, FXI and KWEB, reduced their holdings in JD.COM Mall,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And ideals.</p><p><p style=\"text-align: justify;\">In a departure from Wall Street's broadly tech-focused strategy, Appaloosa slashed its holdings in the first quarter<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>and Meta, with reduction ratios as high as 45% and 40% respectively,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It was also opened, with a proportion of 18% and 4% respectively.</p><p><p style=\"text-align: justify;\">According to statistics, as of the first quarter,<strong>In Appaloosa's stock portfolio, Chinese conceptual stocks and Chinese ETFs account for 24%.</strong></p><p><p style=\"text-align: justify;\">Coincidentally, Scion Asset Management, a hedge fund owned by legendary investor Michael Burry, the prototype character of The Big Short, also increased its holdings in JD.COM and Ali in the first quarter, and also increased its holdings in Baidu ADRs (American Depositary Receipts) of $4.2 million.</p><p><p style=\"text-align: justify;\">According to regulatory information, at present, JD.COM is the largest position in the fund's portfolio, and Ali is its second largest holding stock.</p><p><h2 id=\"id_3247067600\">China's Stock Market Outbreaks Foreign Giants'\"Explosive Buying\"</h2><p style=\"text-align: justify;\">Since the beginning of the year, Chinese stocks have rebounded strongly, boosted by the support of the \"national team\" and favorable policies, with the MSCI China index surging nearly 30% since its January low.</p><p><p style=\"text-align: justify;\">In addition, the positive earnings of Internet technology companies and the low overall market valuation further amplify the attractiveness of Chinese stocks.</p><p><p style=\"text-align: justify;\">Compared to Burry, Tepper's return seems more radical.</p><p><p style=\"text-align: justify;\">According to the data, by the end of the first quarter, Appaloosa's total investment in Ali has exceeded 800 million US dollars, and its shareholding has increased significantly from 4.35 million shares to about 11.25 million shares, with a position of 12%, making Tepper one of Ali's largest shareholders.</p><p><p style=\"text-align: justify;\">Meanwhile, Appaloosa is<a href=\"https://laohu8.com/S/EEMA\">iShares</a>One of the largest fund institutional investors in two funds, the FTSE China 50 Index (FXI) and the KraneShares China Internet Index (KWEB).</p><p><p style=\"text-align: justify;\">It is worth noting that Citron Research, an institution known for short-selling stocks in the past, also posted on social media to sing more Ali in the morning trading of U.S. stocks on Thursday.</p><p><p style=\"text-align: justify;\">Citron said that Alibaba is gaining upward momentum, and its share price is expected to rise above $100. Investors will recognize Ali's AI cloud prospects and strategic investment.</p><p></body></html></p>","source":"wallstreetcn_hot_news","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>Iconic switch? Big-name hedge funds reduce their holdings of \"Seven Sisters\" in U.S. stocks and increase their holdings of Ali and other Chinese stocks</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\">\nIconic switch? Big-name hedge funds reduce their holdings of \"Seven Sisters\" in U.S. stocks and increase their holdings of Ali and other Chinese stocks\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\">2024-05-17 09:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In the first quarter, hedge fund tycoon David Tepper greatly increased his holdings in Ali,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The positions of Chinese conceptual stocks and Chinese ETFs reached 24%.</p><p><p style=\"text-align: justify;\">Hedge fund bosses took the lead in pouring into Chinese stocks.</p><p><p style=\"text-align: justify;\">According to regulatory filings, in the first quarter of this year, Appaloosa Management, a hedge fund owned by David Tepper, a well-known billionaire investor and hedge fund legend in the United States,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Doubling of positions,<strong>Ali became the No. 1 heavyweight in its $6.7 billion equity portfolio.</strong></p><p><p style=\"text-align: justify;\">The fund also increased its holdings in Pinduoduo, Baidu and Jiancang<a href=\"https://laohu8.com/S/JD\">Jingdong</a>And two Chinese exchange funds, FXI and KWEB, reduced their holdings in JD.COM Mall,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And ideals.</p><p><p style=\"text-align: justify;\">In a departure from Wall Street's broadly tech-focused strategy, Appaloosa slashed its holdings in the first quarter<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>and Meta, with reduction ratios as high as 45% and 40% respectively,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It was also opened, with a proportion of 18% and 4% respectively.</p><p><p style=\"text-align: justify;\">According to statistics, as of the first quarter,<strong>In Appaloosa's stock portfolio, Chinese conceptual stocks and Chinese ETFs account for 24%.</strong></p><p><p style=\"text-align: justify;\">Coincidentally, Scion Asset Management, a hedge fund owned by legendary investor Michael Burry, the prototype character of The Big Short, also increased its holdings in JD.COM and Ali in the first quarter, and also increased its holdings in Baidu ADRs (American Depositary Receipts) of $4.2 million.</p><p><p style=\"text-align: justify;\">According to regulatory information, at present, JD.COM is the largest position in the fund's portfolio, and Ali is its second largest holding stock.</p><p><h2 id=\"id_3247067600\">China's Stock Market Outbreaks Foreign Giants'\"Explosive Buying\"</h2><p style=\"text-align: justify;\">Since the beginning of the year, Chinese stocks have rebounded strongly, boosted by the support of the \"national team\" and favorable policies, with the MSCI China index surging nearly 30% since its January low.</p><p><p style=\"text-align: justify;\">In addition, the positive earnings of Internet technology companies and the low overall market valuation further amplify the attractiveness of Chinese stocks.</p><p><p style=\"text-align: justify;\">Compared to Burry, Tepper's return seems more radical.</p><p><p style=\"text-align: justify;\">According to the data, by the end of the first quarter, Appaloosa's total investment in Ali has exceeded 800 million US dollars, and its shareholding has increased significantly from 4.35 million shares to about 11.25 million shares, with a position of 12%, making Tepper one of Ali's largest shareholders.</p><p><p style=\"text-align: justify;\">Meanwhile, Appaloosa is<a href=\"https://laohu8.com/S/EEMA\">iShares</a>One of the largest fund institutional investors in two funds, the FTSE China 50 Index (FXI) and the KraneShares China Internet Index (KWEB).</p><p><p style=\"text-align: justify;\">It is worth noting that Citron Research, an institution known for short-selling stocks in the past, also posted on social media to sing more Ali in the morning trading of U.S. stocks on Thursday.</p><p><p style=\"text-align: justify;\">Citron said that Alibaba is gaining upward momentum, and its share price is expected to rise above $100. Investors will recognize Ali's AI cloud prospects and strategic investment.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3715117\">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/5f9645f22da0191fc1f47b6e11604959","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","HXC":"纳斯达克中国金龙指数","BABA":"阿里巴巴","KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"https://wallstreetcn.com/articles/3715117","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436341519","content_text":"一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、百度，建仓了京东和FXI、KWEB两只中国交易所基金，减持了京东商城、蔚来和理想。与华尔街普遍聚焦于科技股的策略有所不同，Appaloosa在一季度大幅减持英伟达、Meta，减持比例分别高达45%以及40%，微软、亚马逊也遭建仓，比例分别为18%和4%。经数据统计，截至一季度，Appaloosa的股票投资组合中，中概股和中国ETF占比达到24%。无独有偶，《大空头》原型人物、传奇投资者迈克尔·伯里(Michael Burry)旗下的对冲基金Scion Asset Management也在一季度增持了对京东和阿里，还增持了420万美元的百度ADRs（美国存托凭证）。监管信息显示，目前京东是该基金投资组合的最大持仓，阿里为其第二大重仓股。中国股市爆发 外资巨头“爆买”今年年初以来，在“国家队”下场支持和利好政策的提振下，中国股市强劲反弹，MSCI中国指数自1月份低点以来已飙升近30%。此外，互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。和Burry相比，Tepper的回归显得更为激进。数据显示，截至一季度末，Appaloosa对阿里的投资总额已经超过8亿美元，持股规模从从435万股大幅增至约1125万股，仓位高达12%，使泰珀成为阿里的最大股东之一。同时，Appaloosa还是iShares富时中国50指数(FXI)和KraneShares中概互联网指数(KWEB)两只基金的最大基金机构投资者之一。值得注意的是，昔日因做空中概股闻名的机构香橼（Citron Research）周四美股早盘间也在社交媒体发帖唱多阿里。香橼称，阿里巴巴正获得上涨动能，股价有望涨穿100美元，投资者将认识到阿里的AI云前景和战略投资。","news_type":1,"symbols_score_info":{"YINN":1.1,"KWEB":1.1,"HXC":1.1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942039972,"gmtCreate":1681080997396,"gmtModify":1681081000112,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569140997309524","idStr":"3569140997309524"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942039972","repostId":"1146665799","repostType":2,"repost":{"id":"1146665799","kind":"news","pubTimestamp":1681033184,"share":"https://ttm.financial/m/news/1146665799?lang=en_US&edition=fundamental","pubTime":"2023-04-09 17:39","market":"us","language":"zh","title":"Tesla's Energy Storage Gigafactory officially \"landed in Shanghai\" and plans to start production in the second quarter of 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=1146665799","media":"华尔街见闻","summary":"初期规划年产商用储能电池可达1万台，储能规模近40GWh。","content":"<p><html><head></head><body>This afternoon (9th), the signing ceremony of Tesla Energy Storage Gigafactory project was officially held in Shanghai. The Management Committee of Lingang New Area of China (Shanghai) Pilot Free Trade Zone signed a contract with Tesla at the site.</p><p><p style=\"text-align: justify;\">It is understood that Tesla Energy Storage Gigafactory will plan to produce Tesla's super-large commercial energy storage batteries (Megapack). At the initial stage, the annual output of commercial energy storage batteries can reach 10,000 units, with an energy storage scale of nearly 40GWh, and the product offering scope covers the global market. The Tesla Energy Storage Gigafactory project is scheduled to start construction in the third quarter of 2023 and start production in the second quarter of 2024.</p><p><p style=\"text-align: justify;\">Zhuang Mudi, deputy secretary-general of Shanghai Municipal Government, said, \"Five years ago, Tesla Shanghai Gigafactory project created the worldwide attention of 'Shanghai service and port speed', helping Shanghai to become a new highland for the development of new energy automobile industry; Today, we will witness the signing of Tesla Energy Storage Gigafactory project, which will surely become an important force to promote the development of Shanghai's new energy storage industry and green and low-carbon transformation\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552b367da23d04303e7b4d51af498a73\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p>It is reported that Lingang New Area of China (Shanghai) Pilot Free Trade Zone has formed a relatively complete industrial chain layout in the industrial field of \"wind-light-hydrogen-electricity-manufacturing-storage-use\". In the future, Lingang New Area will prepare industrial development plans around new energy and energy storage industries, study and improve industrial policies, promote independent technological innovation, improve the technical level of new energy equipment, speed up the gathering of key enterprises and major projects, and build Lingang New Area into a new highland of new energy and energy storage industrial clusters in Shanghai and even the whole country by optimizing the industrial system and holding major activities such as \"China Energy Storage Conference\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03aef8539b0ade153d14590e08660e3e\" title=\"\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">It is understood that the future of renewable energy depends on large-scale energy storage. Flexibility is a major feature of Tesla's ultra-large commercial energy storage battery, which can support low-cost, high-density utility projects on a gigawatt-hour scale. It can be integrated with battery modules, inverters and temperature systems at any time to help the power grid be more stable and sustainable. The Tesla Energy Storage Gigafactory project signed today is also the company's first energy storage Gigafactory project outside the U.S. mainland.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Energy Storage Gigafactory officially \"landed in Shanghai\" and plans to start production in the second quarter of 2024</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\">\nTesla's Energy Storage Gigafactory officially \"landed in Shanghai\" and plans to start production in the second quarter of 2024\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\">2023-04-09 17:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This afternoon (9th), the signing ceremony of Tesla Energy Storage Gigafactory project was officially held in Shanghai. The Management Committee of Lingang New Area of China (Shanghai) Pilot Free Trade Zone signed a contract with Tesla at the site.</p><p><p style=\"text-align: justify;\">It is understood that Tesla Energy Storage Gigafactory will plan to produce Tesla's super-large commercial energy storage batteries (Megapack). At the initial stage, the annual output of commercial energy storage batteries can reach 10,000 units, with an energy storage scale of nearly 40GWh, and the product offering scope covers the global market. The Tesla Energy Storage Gigafactory project is scheduled to start construction in the third quarter of 2023 and start production in the second quarter of 2024.</p><p><p style=\"text-align: justify;\">Zhuang Mudi, deputy secretary-general of Shanghai Municipal Government, said, \"Five years ago, Tesla Shanghai Gigafactory project created the worldwide attention of 'Shanghai service and port speed', helping Shanghai to become a new highland for the development of new energy automobile industry; Today, we will witness the signing of Tesla Energy Storage Gigafactory project, which will surely become an important force to promote the development of Shanghai's new energy storage industry and green and low-carbon transformation\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552b367da23d04303e7b4d51af498a73\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p>It is reported that Lingang New Area of China (Shanghai) Pilot Free Trade Zone has formed a relatively complete industrial chain layout in the industrial field of \"wind-light-hydrogen-electricity-manufacturing-storage-use\". In the future, Lingang New Area will prepare industrial development plans around new energy and energy storage industries, study and improve industrial policies, promote independent technological innovation, improve the technical level of new energy equipment, speed up the gathering of key enterprises and major projects, and build Lingang New Area into a new highland of new energy and energy storage industrial clusters in Shanghai and even the whole country by optimizing the industrial system and holding major activities such as \"China Energy Storage Conference\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03aef8539b0ade153d14590e08660e3e\" title=\"\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">It is understood that the future of renewable energy depends on large-scale energy storage. Flexibility is a major feature of Tesla's ultra-large commercial energy storage battery, which can support low-cost, high-density utility projects on a gigawatt-hour scale. It can be integrated with battery modules, inverters and temperature systems at any time to help the power grid be more stable and sustainable. The Tesla Energy Storage Gigafactory project signed today is also the company's first energy storage Gigafactory project outside the U.S. mainland.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3686019\">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/5423a3a8ee3c1b55eaa93703cb194d1c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3686019","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146665799","content_text":"今天（9日）下午，特斯拉储能超级工厂项目签约仪式在上海正式举行。中国（上海）自由贸易试验区临港新片区管理委员会与特斯拉公司在现场签约。据了解，特斯拉储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh，产品提供范围覆盖全球市场。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。上海市政府副秘书长庄木弟表示，“五年前，特斯拉上海超级工厂项目创造了全球瞩目的‘上海服务、临港速度’，助力上海成为新能源汽车产业发展的新高地；今天，我们又将见证特斯拉储能超级工厂项目的落地签约，这必将成为推动上海新型储能产业发展和绿色低碳转型的重要力量”。 据悉，中国（上海）自由贸易试验区临港新片区已在“风-光-氢-电-制-储-用”产业领域形成了较为完备的产业链布局。未来，临港新片区将围绕新能源及储能产业编制产业发展规划、研究完善产业政策，通过优化产业体系、举办“中国储能大会”等重大活动，推动技术自主创新、提升新能源装备技术水平、加快重点企业和重大项目集聚，将临港新片区打造成为上海乃至全国新能源和储能的产业集群新高地。据了解，可再生能源的未来有赖于大规模储能。特斯拉超大型商用储能电池可以支持千兆瓦时规模的低成本、高密度公用事业项目，灵活性是该电池的一大特点。它能随时能与电池模块、逆变器和温度系统集成安装，帮助电网更加稳定、可持续。今天签约的特斯拉储能超级工厂项目也是该公司在美国本土以外的首个储能超级工厂项目。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958606779,"gmtCreate":1673708076091,"gmtModify":1676538876946,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569140997309524","idStr":"3569140997309524"},"themes":[],"htmlText":"d","listText":"d","text":"d","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958606779","repostId":"1142252899","repostType":4,"repost":{"id":"1142252899","kind":"news","pubTimestamp":1673662138,"share":"https://ttm.financial/m/news/1142252899?lang=en_US&edition=fundamental","pubTime":"2023-01-14 10:08","market":"us","language":"zh","title":"The \"sequelae\" of the Federal Reserve's rate hike are coming! The U.S. government is also helpless","url":"https://stock-news.laohu8.com/highlight/detail?id=1142252899","media":"金十数据","summary":"美国政府正遭受这一问题的折磨，而背后“黑手”竟是美联储？外媒警告：若问题无法解决，恐将引发新的金融恐慌……在美国政府债务规模接近法定上限之际，美国联邦政府12月的财政赤字还达到850亿美元，跟去年同期","content":"<p><html><head></head><body>The U.S. government is suffering from this problem, and the \"black hand\" behind it is the Federal Reserve? Foreign media warned: If the problem cannot be solved, it may trigger a new financial panic... As the scale of the US government debt approaches the legal ceiling,<b>The U.S. federal government's fiscal deficit reached $85 billion in December, a further increase from the same period last year</b>。</p><p>Compared with December 2021, U.S. government revenues decreased by $32 billion to $455 billion last month, while spending increased by $32 billion to $540 billion. Without adjusting for calendar differences, the overall gap between spending and revenue in December was $64 billion higher than the $21 billion deficit in the same period in 2021, according to the U.S. Treasury Department.</p><p>The U.S. federal deficit decreased in the last fiscal year as the U.S. government halted huge spending programs in response to the pandemic. But,<b>Affected by the ongoing rate hike of the Federal Reserve, the U.S. government's borrowing costs are rising,</b>Its fiscal deficit increased by 12% in the early months of fiscal 2023, which began last October, and in November 2022, the U.S. government also posted a record deficit.</p><p>So far in the current fiscal year (October 1, 2022-September 30, 2023),<b>The U.S. Treasury spent $57 billion more to repay government debt, up 37% compared with the same period last year, and U.S. debt became the largest source of the increase in government spending.</b></p><p>The Federal Reserve has been aggressively raising interest rates to fight inflation, and it has not yet stopped rate hike, which means that the fiscal burden on the U.S. government will increase further.</p><p>In addition,<b>The size of the U.S. debt is approaching the roughly $31.4 trillion debt ceiling set by Congress</b>。 As of Tuesday, the U.S. government has borrowed about $31.3 trillion, but it still has about $360 billion in cash.</p><p><img src=\"https://static.tigerbbs.com/337e919e75e9b49a456e55fcc507d9f6\" tg-width=\"1280\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>That means the U.S. Treasury Department may soon start using so-called unconventional measures to give it the flexibility to continue paying U.S. debt on time. Independent forecasters expect,<b>The U.S. Treasury Department could run out of its ability to pay U.S. debt as early as this summer.</b></p><p>Speaker of the U.S. House of Representatives Kevin McCarthy, R-Calif., once said,<b>He will push for cuts in government spending as a condition of raising the debt ceiling</b>And that's what Democrats are opposed to. McCarthy said Thursday:</p><p>\"The government's spending is out of control, and we can't continue this way. I had a good conversation with President Biden when he called me, and I told him I wanted to sit down early and work with him on these challenges.\" The media noted that if Democrats, led by Biden, can't reach an agreement with Republicans on raising the debt ceiling, it could have far-reaching implications,<b>Including sending the U.S. economy into recession and triggering financial panic.</b></p><p>In fact,<b>The question is not whether and when the U.S. will break the debt ceiling, but how a divided Congress will reach a solution</b>Even Wall Street, which has always been optimistic, does not believe that Congress can resolve the problem smoothly and without drama, but rather that the process will be completely chaotic and expose various dysfunctions in the US Congress.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Recently, it has been pointed out that if the US government fails to repay its debt in time, it may seriously dampen investors' confidence, and the sharp selloff of US stocks caused by the debt stalemate in 2011 will happen again.</p><p></body></html></p>","source":"jssj","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 \"sequelae\" of the Federal Reserve's rate hike are coming! The U.S. government is also helpless</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 \"sequelae\" of the Federal Reserve's rate hike are coming! The U.S. government is also helpless\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-01-14 10:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The U.S. government is suffering from this problem, and the \"black hand\" behind it is the Federal Reserve? Foreign media warned: If the problem cannot be solved, it may trigger a new financial panic... As the scale of the US government debt approaches the legal ceiling,<b>The U.S. federal government's fiscal deficit reached $85 billion in December, a further increase from the same period last year</b>。</p><p>Compared with December 2021, U.S. government revenues decreased by $32 billion to $455 billion last month, while spending increased by $32 billion to $540 billion. Without adjusting for calendar differences, the overall gap between spending and revenue in December was $64 billion higher than the $21 billion deficit in the same period in 2021, according to the U.S. Treasury Department.</p><p>The U.S. federal deficit decreased in the last fiscal year as the U.S. government halted huge spending programs in response to the pandemic. But,<b>Affected by the ongoing rate hike of the Federal Reserve, the U.S. government's borrowing costs are rising,</b>Its fiscal deficit increased by 12% in the early months of fiscal 2023, which began last October, and in November 2022, the U.S. government also posted a record deficit.</p><p>So far in the current fiscal year (October 1, 2022-September 30, 2023),<b>The U.S. Treasury spent $57 billion more to repay government debt, up 37% compared with the same period last year, and U.S. debt became the largest source of the increase in government spending.</b></p><p>The Federal Reserve has been aggressively raising interest rates to fight inflation, and it has not yet stopped rate hike, which means that the fiscal burden on the U.S. government will increase further.</p><p>In addition,<b>The size of the U.S. debt is approaching the roughly $31.4 trillion debt ceiling set by Congress</b>。 As of Tuesday, the U.S. government has borrowed about $31.3 trillion, but it still has about $360 billion in cash.</p><p><img src=\"https://static.tigerbbs.com/337e919e75e9b49a456e55fcc507d9f6\" tg-width=\"1280\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>That means the U.S. Treasury Department may soon start using so-called unconventional measures to give it the flexibility to continue paying U.S. debt on time. Independent forecasters expect,<b>The U.S. Treasury Department could run out of its ability to pay U.S. debt as early as this summer.</b></p><p>Speaker of the U.S. House of Representatives Kevin McCarthy, R-Calif., once said,<b>He will push for cuts in government spending as a condition of raising the debt ceiling</b>And that's what Democrats are opposed to. McCarthy said Thursday:</p><p>\"The government's spending is out of control, and we can't continue this way. I had a good conversation with President Biden when he called me, and I told him I wanted to sit down early and work with him on these challenges.\" The media noted that if Democrats, led by Biden, can't reach an agreement with Republicans on raising the debt ceiling, it could have far-reaching implications,<b>Including sending the U.S. economy into recession and triggering financial panic.</b></p><p>In fact,<b>The question is not whether and when the U.S. will break the debt ceiling, but how a divided Congress will reach a solution</b>Even Wall Street, which has always been optimistic, does not believe that Congress can resolve the problem smoothly and without drama, but rather that the process will be completely chaotic and expose various dysfunctions in the US Congress.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Recently, it has been pointed out that if the US government fails to repay its debt in time, it may seriously dampen investors' confidence, and the sharp selloff of US stocks caused by the debt stalemate in 2011 will happen again.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/105584\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/105584","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142252899","content_text":"美国政府正遭受这一问题的折磨，而背后“黑手”竟是美联储？外媒警告：若问题无法解决，恐将引发新的金融恐慌……在美国政府债务规模接近法定上限之际，美国联邦政府12月的财政赤字还达到850亿美元，跟去年同期相比进一步增加。跟2021年12月相比，美国政府上个月的收入减少了320亿美元至4550亿美元，同时支出增加了320亿美元至5400亿美元。根据美国财政部的数据，在不调整日历差的情况下，12月支出和收入之间的总体差距比2021年同期的210亿美元赤字高出640亿美元。由于美国政府叫停了应对疫情的巨额支出项目，上一财年美国联邦赤字有所减少。但是，受到美联储持续加息的影响，美国政府的借贷成本不断提高，在始于去年10月的2023财年初的几个月里，其财政赤字增加了12%，并且在2022年11月，美国政府也出现了创纪录的赤字。本财年度（2022年10月1日-2023年9月30日）迄今为止，美国财政部为偿还政府的债务多支出了570亿美元，跟上年同期相比增长了37%，美债成为其政府支出增加的最大来源。美联储一直在积极提高利率以抗击通胀，目前尚未停下加息的脚步，这意味着美国政府的财政负担还将进一步加大。另外，美债规模正在逼近其国会设定的大约31.4万亿美元的债务上限。截至本周二，美国政府已经借了大约31.3万亿美元的钱，不过它手上还有大约3600亿美元的现金。这意味着美国财政部可能很快就会开始使用所谓的非常规措施，以使其能够灵活地继续按时偿还美债。独立预测人士预计，美国财政部最早可能会在今年夏天耗尽支付美债的能力。美国众议院议长、加州共和党人麦卡锡（Kevin McCarthy）曾说，他将推动削减政府开支，以此作为提高债务上限的条件，而这正是民主党人所反对的。麦卡锡周四表示：“政府的支出失控了，我们不能继续这样的下去。当拜登总统打电话给我时，我和他进行了很好的交谈，我告诉他我想早点坐下来和他一起解决这些挑战。”媒体指出，如果以拜登为首的民主党人不能就提高债务上限和共和党人达成协议，可能会产生深远的影响，包括令美国经济陷入衰退，并引发金融恐慌。事实上，问题并非美国是否以及何时会突破债务上限，而是分裂的国会将如何达成解决方案，即使是一向乐观的华尔街也不认为国会能顺利、无戏剧性地解决这个问题，而是认为这个过程将完全混乱，并暴露出美国国会的各种功能障碍。高盛近期指出，美国政府若未及时偿还债务可能会严重打击投资者们的信心，类似于2011年债务僵局所导致的美股大幅抛售将再次发生。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987345057,"gmtCreate":1667832689579,"gmtModify":1676537971256,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569140997309524","idStr":"3569140997309524"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987345057","isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001956967,"gmtCreate":1641165039971,"gmtModify":1676533576505,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569140997309524","idStr":"3569140997309524"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001956967","repostId":"2200443197","repostType":4,"isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":306998409437312,"gmtCreate":1715954635522,"gmtModify":1715954639241,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"htmlText":"shumu","listText":"shumu","text":"shumu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306998409437312","repostId":"2436341519","repostType":2,"repost":{"id":"2436341519","kind":"news","pubTimestamp":1715908369,"share":"https://ttm.financial/m/news/2436341519?lang=en_US&edition=fundamental","pubTime":"2024-05-17 09:12","market":"us","language":"zh","title":"Iconic switch? Big-name hedge funds reduce their holdings of \"Seven Sisters\" in U.S. stocks and increase their holdings of Ali and other Chinese stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2436341519","media":"华尔街见闻","summary":"互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。","content":"<p><html><head></head><body>In the first quarter, hedge fund tycoon David Tepper greatly increased his holdings in Ali,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The positions of Chinese conceptual stocks and Chinese ETFs reached 24%.</p><p><p style=\"text-align: justify;\">Hedge fund bosses took the lead in pouring into Chinese stocks.</p><p><p style=\"text-align: justify;\">According to regulatory filings, in the first quarter of this year, Appaloosa Management, a hedge fund owned by David Tepper, a well-known billionaire investor and hedge fund legend in the United States,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Doubling of positions,<strong>Ali became the No. 1 heavyweight in its $6.7 billion equity portfolio.</strong></p><p><p style=\"text-align: justify;\">The fund also increased its holdings in Pinduoduo, Baidu and Jiancang<a href=\"https://laohu8.com/S/JD\">Jingdong</a>And two Chinese exchange funds, FXI and KWEB, reduced their holdings in JD.COM Mall,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And ideals.</p><p><p style=\"text-align: justify;\">In a departure from Wall Street's broadly tech-focused strategy, Appaloosa slashed its holdings in the first quarter<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>and Meta, with reduction ratios as high as 45% and 40% respectively,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It was also opened, with a proportion of 18% and 4% respectively.</p><p><p style=\"text-align: justify;\">According to statistics, as of the first quarter,<strong>In Appaloosa's stock portfolio, Chinese conceptual stocks and Chinese ETFs account for 24%.</strong></p><p><p style=\"text-align: justify;\">Coincidentally, Scion Asset Management, a hedge fund owned by legendary investor Michael Burry, the prototype character of The Big Short, also increased its holdings in JD.COM and Ali in the first quarter, and also increased its holdings in Baidu ADRs (American Depositary Receipts) of $4.2 million.</p><p><p style=\"text-align: justify;\">According to regulatory information, at present, JD.COM is the largest position in the fund's portfolio, and Ali is its second largest holding stock.</p><p><h2 id=\"id_3247067600\">China's Stock Market Outbreaks Foreign Giants'\"Explosive Buying\"</h2><p style=\"text-align: justify;\">Since the beginning of the year, Chinese stocks have rebounded strongly, boosted by the support of the \"national team\" and favorable policies, with the MSCI China index surging nearly 30% since its January low.</p><p><p style=\"text-align: justify;\">In addition, the positive earnings of Internet technology companies and the low overall market valuation further amplify the attractiveness of Chinese stocks.</p><p><p style=\"text-align: justify;\">Compared to Burry, Tepper's return seems more radical.</p><p><p style=\"text-align: justify;\">According to the data, by the end of the first quarter, Appaloosa's total investment in Ali has exceeded 800 million US dollars, and its shareholding has increased significantly from 4.35 million shares to about 11.25 million shares, with a position of 12%, making Tepper one of Ali's largest shareholders.</p><p><p style=\"text-align: justify;\">Meanwhile, Appaloosa is<a href=\"https://laohu8.com/S/EEMA\">iShares</a>One of the largest fund institutional investors in two funds, the FTSE China 50 Index (FXI) and the KraneShares China Internet Index (KWEB).</p><p><p style=\"text-align: justify;\">It is worth noting that Citron Research, an institution known for short-selling stocks in the past, also posted on social media to sing more Ali in the morning trading of U.S. stocks on Thursday.</p><p><p style=\"text-align: justify;\">Citron said that Alibaba is gaining upward momentum, and its share price is expected to rise above $100. Investors will recognize Ali's AI cloud prospects and strategic investment.</p><p></body></html></p>","source":"wallstreetcn_hot_news","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>Iconic switch? Big-name hedge funds reduce their holdings of \"Seven Sisters\" in U.S. stocks and increase their holdings of Ali and other Chinese stocks</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\">\nIconic switch? Big-name hedge funds reduce their holdings of \"Seven Sisters\" in U.S. stocks and increase their holdings of Ali and other Chinese stocks\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\">2024-05-17 09:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In the first quarter, hedge fund tycoon David Tepper greatly increased his holdings in Ali,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The positions of Chinese conceptual stocks and Chinese ETFs reached 24%.</p><p><p style=\"text-align: justify;\">Hedge fund bosses took the lead in pouring into Chinese stocks.</p><p><p style=\"text-align: justify;\">According to regulatory filings, in the first quarter of this year, Appaloosa Management, a hedge fund owned by David Tepper, a well-known billionaire investor and hedge fund legend in the United States,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Doubling of positions,<strong>Ali became the No. 1 heavyweight in its $6.7 billion equity portfolio.</strong></p><p><p style=\"text-align: justify;\">The fund also increased its holdings in Pinduoduo, Baidu and Jiancang<a href=\"https://laohu8.com/S/JD\">Jingdong</a>And two Chinese exchange funds, FXI and KWEB, reduced their holdings in JD.COM Mall,<a href=\"https://laohu8.com/S/NIO\">Nio</a>And ideals.</p><p><p style=\"text-align: justify;\">In a departure from Wall Street's broadly tech-focused strategy, Appaloosa slashed its holdings in the first quarter<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>and Meta, with reduction ratios as high as 45% and 40% respectively,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It was also opened, with a proportion of 18% and 4% respectively.</p><p><p style=\"text-align: justify;\">According to statistics, as of the first quarter,<strong>In Appaloosa's stock portfolio, Chinese conceptual stocks and Chinese ETFs account for 24%.</strong></p><p><p style=\"text-align: justify;\">Coincidentally, Scion Asset Management, a hedge fund owned by legendary investor Michael Burry, the prototype character of The Big Short, also increased its holdings in JD.COM and Ali in the first quarter, and also increased its holdings in Baidu ADRs (American Depositary Receipts) of $4.2 million.</p><p><p style=\"text-align: justify;\">According to regulatory information, at present, JD.COM is the largest position in the fund's portfolio, and Ali is its second largest holding stock.</p><p><h2 id=\"id_3247067600\">China's Stock Market Outbreaks Foreign Giants'\"Explosive Buying\"</h2><p style=\"text-align: justify;\">Since the beginning of the year, Chinese stocks have rebounded strongly, boosted by the support of the \"national team\" and favorable policies, with the MSCI China index surging nearly 30% since its January low.</p><p><p style=\"text-align: justify;\">In addition, the positive earnings of Internet technology companies and the low overall market valuation further amplify the attractiveness of Chinese stocks.</p><p><p style=\"text-align: justify;\">Compared to Burry, Tepper's return seems more radical.</p><p><p style=\"text-align: justify;\">According to the data, by the end of the first quarter, Appaloosa's total investment in Ali has exceeded 800 million US dollars, and its shareholding has increased significantly from 4.35 million shares to about 11.25 million shares, with a position of 12%, making Tepper one of Ali's largest shareholders.</p><p><p style=\"text-align: justify;\">Meanwhile, Appaloosa is<a href=\"https://laohu8.com/S/EEMA\">iShares</a>One of the largest fund institutional investors in two funds, the FTSE China 50 Index (FXI) and the KraneShares China Internet Index (KWEB).</p><p><p style=\"text-align: justify;\">It is worth noting that Citron Research, an institution known for short-selling stocks in the past, also posted on social media to sing more Ali in the morning trading of U.S. stocks on Thursday.</p><p><p style=\"text-align: justify;\">Citron said that Alibaba is gaining upward momentum, and its share price is expected to rise above $100. Investors will recognize Ali's AI cloud prospects and strategic investment.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3715117\">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/5f9645f22da0191fc1f47b6e11604959","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","HXC":"纳斯达克中国金龙指数","BABA":"阿里巴巴","KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"https://wallstreetcn.com/articles/3715117","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436341519","content_text":"一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、百度，建仓了京东和FXI、KWEB两只中国交易所基金，减持了京东商城、蔚来和理想。与华尔街普遍聚焦于科技股的策略有所不同，Appaloosa在一季度大幅减持英伟达、Meta，减持比例分别高达45%以及40%，微软、亚马逊也遭建仓，比例分别为18%和4%。经数据统计，截至一季度，Appaloosa的股票投资组合中，中概股和中国ETF占比达到24%。无独有偶，《大空头》原型人物、传奇投资者迈克尔·伯里(Michael Burry)旗下的对冲基金Scion Asset Management也在一季度增持了对京东和阿里，还增持了420万美元的百度ADRs（美国存托凭证）。监管信息显示，目前京东是该基金投资组合的最大持仓，阿里为其第二大重仓股。中国股市爆发 外资巨头“爆买”今年年初以来，在“国家队”下场支持和利好政策的提振下，中国股市强劲反弹，MSCI中国指数自1月份低点以来已飙升近30%。此外，互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。和Burry相比，Tepper的回归显得更为激进。数据显示，截至一季度末，Appaloosa对阿里的投资总额已经超过8亿美元，持股规模从从435万股大幅增至约1125万股，仓位高达12%，使泰珀成为阿里的最大股东之一。同时，Appaloosa还是iShares富时中国50指数(FXI)和KraneShares中概互联网指数(KWEB)两只基金的最大基金机构投资者之一。值得注意的是，昔日因做空中概股闻名的机构香橼（Citron Research）周四美股早盘间也在社交媒体发帖唱多阿里。香橼称，阿里巴巴正获得上涨动能，股价有望涨穿100美元，投资者将认识到阿里的AI云前景和战略投资。","news_type":1,"symbols_score_info":{"YINN":1.1,"KWEB":1.1,"HXC":1.1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942039972,"gmtCreate":1681080997396,"gmtModify":1681081000112,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942039972","repostId":"1146665799","repostType":2,"repost":{"id":"1146665799","kind":"news","pubTimestamp":1681033184,"share":"https://ttm.financial/m/news/1146665799?lang=en_US&edition=fundamental","pubTime":"2023-04-09 17:39","market":"us","language":"zh","title":"Tesla's Energy Storage Gigafactory officially \"landed in Shanghai\" and plans to start production in the second quarter of 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=1146665799","media":"华尔街见闻","summary":"初期规划年产商用储能电池可达1万台，储能规模近40GWh。","content":"<p><html><head></head><body>This afternoon (9th), the signing ceremony of Tesla Energy Storage Gigafactory project was officially held in Shanghai. The Management Committee of Lingang New Area of China (Shanghai) Pilot Free Trade Zone signed a contract with Tesla at the site.</p><p><p style=\"text-align: justify;\">It is understood that Tesla Energy Storage Gigafactory will plan to produce Tesla's super-large commercial energy storage batteries (Megapack). At the initial stage, the annual output of commercial energy storage batteries can reach 10,000 units, with an energy storage scale of nearly 40GWh, and the product offering scope covers the global market. The Tesla Energy Storage Gigafactory project is scheduled to start construction in the third quarter of 2023 and start production in the second quarter of 2024.</p><p><p style=\"text-align: justify;\">Zhuang Mudi, deputy secretary-general of Shanghai Municipal Government, said, \"Five years ago, Tesla Shanghai Gigafactory project created the worldwide attention of 'Shanghai service and port speed', helping Shanghai to become a new highland for the development of new energy automobile industry; Today, we will witness the signing of Tesla Energy Storage Gigafactory project, which will surely become an important force to promote the development of Shanghai's new energy storage industry and green and low-carbon transformation\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552b367da23d04303e7b4d51af498a73\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p>It is reported that Lingang New Area of China (Shanghai) Pilot Free Trade Zone has formed a relatively complete industrial chain layout in the industrial field of \"wind-light-hydrogen-electricity-manufacturing-storage-use\". In the future, Lingang New Area will prepare industrial development plans around new energy and energy storage industries, study and improve industrial policies, promote independent technological innovation, improve the technical level of new energy equipment, speed up the gathering of key enterprises and major projects, and build Lingang New Area into a new highland of new energy and energy storage industrial clusters in Shanghai and even the whole country by optimizing the industrial system and holding major activities such as \"China Energy Storage Conference\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03aef8539b0ade153d14590e08660e3e\" title=\"\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">It is understood that the future of renewable energy depends on large-scale energy storage. Flexibility is a major feature of Tesla's ultra-large commercial energy storage battery, which can support low-cost, high-density utility projects on a gigawatt-hour scale. It can be integrated with battery modules, inverters and temperature systems at any time to help the power grid be more stable and sustainable. The Tesla Energy Storage Gigafactory project signed today is also the company's first energy storage Gigafactory project outside the U.S. mainland.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Energy Storage Gigafactory officially \"landed in Shanghai\" and plans to start production in the second quarter of 2024</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\">\nTesla's Energy Storage Gigafactory officially \"landed in Shanghai\" and plans to start production in the second quarter of 2024\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\">2023-04-09 17:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This afternoon (9th), the signing ceremony of Tesla Energy Storage Gigafactory project was officially held in Shanghai. The Management Committee of Lingang New Area of China (Shanghai) Pilot Free Trade Zone signed a contract with Tesla at the site.</p><p><p style=\"text-align: justify;\">It is understood that Tesla Energy Storage Gigafactory will plan to produce Tesla's super-large commercial energy storage batteries (Megapack). At the initial stage, the annual output of commercial energy storage batteries can reach 10,000 units, with an energy storage scale of nearly 40GWh, and the product offering scope covers the global market. The Tesla Energy Storage Gigafactory project is scheduled to start construction in the third quarter of 2023 and start production in the second quarter of 2024.</p><p><p style=\"text-align: justify;\">Zhuang Mudi, deputy secretary-general of Shanghai Municipal Government, said, \"Five years ago, Tesla Shanghai Gigafactory project created the worldwide attention of 'Shanghai service and port speed', helping Shanghai to become a new highland for the development of new energy automobile industry; Today, we will witness the signing of Tesla Energy Storage Gigafactory project, which will surely become an important force to promote the development of Shanghai's new energy storage industry and green and low-carbon transformation\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/552b367da23d04303e7b4d51af498a73\" title=\"\" tg-width=\"640\" tg-height=\"365\"/></p><p>It is reported that Lingang New Area of China (Shanghai) Pilot Free Trade Zone has formed a relatively complete industrial chain layout in the industrial field of \"wind-light-hydrogen-electricity-manufacturing-storage-use\". In the future, Lingang New Area will prepare industrial development plans around new energy and energy storage industries, study and improve industrial policies, promote independent technological innovation, improve the technical level of new energy equipment, speed up the gathering of key enterprises and major projects, and build Lingang New Area into a new highland of new energy and energy storage industrial clusters in Shanghai and even the whole country by optimizing the industrial system and holding major activities such as \"China Energy Storage Conference\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03aef8539b0ade153d14590e08660e3e\" title=\"\" tg-width=\"640\" tg-height=\"400\"/></p><p><p style=\"text-align: justify;\">It is understood that the future of renewable energy depends on large-scale energy storage. Flexibility is a major feature of Tesla's ultra-large commercial energy storage battery, which can support low-cost, high-density utility projects on a gigawatt-hour scale. It can be integrated with battery modules, inverters and temperature systems at any time to help the power grid be more stable and sustainable. The Tesla Energy Storage Gigafactory project signed today is also the company's first energy storage Gigafactory project outside the U.S. mainland.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3686019\">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/5423a3a8ee3c1b55eaa93703cb194d1c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3686019","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146665799","content_text":"今天（9日）下午，特斯拉储能超级工厂项目签约仪式在上海正式举行。中国（上海）自由贸易试验区临港新片区管理委员会与特斯拉公司在现场签约。据了解，特斯拉储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh，产品提供范围覆盖全球市场。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。上海市政府副秘书长庄木弟表示，“五年前，特斯拉上海超级工厂项目创造了全球瞩目的‘上海服务、临港速度’，助力上海成为新能源汽车产业发展的新高地；今天，我们又将见证特斯拉储能超级工厂项目的落地签约，这必将成为推动上海新型储能产业发展和绿色低碳转型的重要力量”。 据悉，中国（上海）自由贸易试验区临港新片区已在“风-光-氢-电-制-储-用”产业领域形成了较为完备的产业链布局。未来，临港新片区将围绕新能源及储能产业编制产业发展规划、研究完善产业政策，通过优化产业体系、举办“中国储能大会”等重大活动，推动技术自主创新、提升新能源装备技术水平、加快重点企业和重大项目集聚，将临港新片区打造成为上海乃至全国新能源和储能的产业集群新高地。据了解，可再生能源的未来有赖于大规模储能。特斯拉超大型商用储能电池可以支持千兆瓦时规模的低成本、高密度公用事业项目，灵活性是该电池的一大特点。它能随时能与电池模块、逆变器和温度系统集成安装，帮助电网更加稳定、可持续。今天签约的特斯拉储能超级工厂项目也是该公司在美国本土以外的首个储能超级工厂项目。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958606779,"gmtCreate":1673708076091,"gmtModify":1676538876946,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"htmlText":"d","listText":"d","text":"d","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958606779","repostId":"1142252899","repostType":4,"repost":{"id":"1142252899","kind":"news","pubTimestamp":1673662138,"share":"https://ttm.financial/m/news/1142252899?lang=en_US&edition=fundamental","pubTime":"2023-01-14 10:08","market":"us","language":"zh","title":"The \"sequelae\" of the Federal Reserve's rate hike are coming! The U.S. government is also helpless","url":"https://stock-news.laohu8.com/highlight/detail?id=1142252899","media":"金十数据","summary":"美国政府正遭受这一问题的折磨，而背后“黑手”竟是美联储？外媒警告：若问题无法解决，恐将引发新的金融恐慌……在美国政府债务规模接近法定上限之际，美国联邦政府12月的财政赤字还达到850亿美元，跟去年同期","content":"<p><html><head></head><body>The U.S. government is suffering from this problem, and the \"black hand\" behind it is the Federal Reserve? Foreign media warned: If the problem cannot be solved, it may trigger a new financial panic... As the scale of the US government debt approaches the legal ceiling,<b>The U.S. federal government's fiscal deficit reached $85 billion in December, a further increase from the same period last year</b>。</p><p>Compared with December 2021, U.S. government revenues decreased by $32 billion to $455 billion last month, while spending increased by $32 billion to $540 billion. Without adjusting for calendar differences, the overall gap between spending and revenue in December was $64 billion higher than the $21 billion deficit in the same period in 2021, according to the U.S. Treasury Department.</p><p>The U.S. federal deficit decreased in the last fiscal year as the U.S. government halted huge spending programs in response to the pandemic. But,<b>Affected by the ongoing rate hike of the Federal Reserve, the U.S. government's borrowing costs are rising,</b>Its fiscal deficit increased by 12% in the early months of fiscal 2023, which began last October, and in November 2022, the U.S. government also posted a record deficit.</p><p>So far in the current fiscal year (October 1, 2022-September 30, 2023),<b>The U.S. Treasury spent $57 billion more to repay government debt, up 37% compared with the same period last year, and U.S. debt became the largest source of the increase in government spending.</b></p><p>The Federal Reserve has been aggressively raising interest rates to fight inflation, and it has not yet stopped rate hike, which means that the fiscal burden on the U.S. government will increase further.</p><p>In addition,<b>The size of the U.S. debt is approaching the roughly $31.4 trillion debt ceiling set by Congress</b>。 As of Tuesday, the U.S. government has borrowed about $31.3 trillion, but it still has about $360 billion in cash.</p><p><img src=\"https://static.tigerbbs.com/337e919e75e9b49a456e55fcc507d9f6\" tg-width=\"1280\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>That means the U.S. Treasury Department may soon start using so-called unconventional measures to give it the flexibility to continue paying U.S. debt on time. Independent forecasters expect,<b>The U.S. Treasury Department could run out of its ability to pay U.S. debt as early as this summer.</b></p><p>Speaker of the U.S. House of Representatives Kevin McCarthy, R-Calif., once said,<b>He will push for cuts in government spending as a condition of raising the debt ceiling</b>And that's what Democrats are opposed to. McCarthy said Thursday:</p><p>\"The government's spending is out of control, and we can't continue this way. I had a good conversation with President Biden when he called me, and I told him I wanted to sit down early and work with him on these challenges.\" The media noted that if Democrats, led by Biden, can't reach an agreement with Republicans on raising the debt ceiling, it could have far-reaching implications,<b>Including sending the U.S. economy into recession and triggering financial panic.</b></p><p>In fact,<b>The question is not whether and when the U.S. will break the debt ceiling, but how a divided Congress will reach a solution</b>Even Wall Street, which has always been optimistic, does not believe that Congress can resolve the problem smoothly and without drama, but rather that the process will be completely chaotic and expose various dysfunctions in the US Congress.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Recently, it has been pointed out that if the US government fails to repay its debt in time, it may seriously dampen investors' confidence, and the sharp selloff of US stocks caused by the debt stalemate in 2011 will happen again.</p><p></body></html></p>","source":"jssj","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 \"sequelae\" of the Federal Reserve's rate hike are coming! The U.S. government is also helpless</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 \"sequelae\" of the Federal Reserve's rate hike are coming! The U.S. government is also helpless\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-01-14 10:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The U.S. government is suffering from this problem, and the \"black hand\" behind it is the Federal Reserve? Foreign media warned: If the problem cannot be solved, it may trigger a new financial panic... As the scale of the US government debt approaches the legal ceiling,<b>The U.S. federal government's fiscal deficit reached $85 billion in December, a further increase from the same period last year</b>。</p><p>Compared with December 2021, U.S. government revenues decreased by $32 billion to $455 billion last month, while spending increased by $32 billion to $540 billion. Without adjusting for calendar differences, the overall gap between spending and revenue in December was $64 billion higher than the $21 billion deficit in the same period in 2021, according to the U.S. Treasury Department.</p><p>The U.S. federal deficit decreased in the last fiscal year as the U.S. government halted huge spending programs in response to the pandemic. But,<b>Affected by the ongoing rate hike of the Federal Reserve, the U.S. government's borrowing costs are rising,</b>Its fiscal deficit increased by 12% in the early months of fiscal 2023, which began last October, and in November 2022, the U.S. government also posted a record deficit.</p><p>So far in the current fiscal year (October 1, 2022-September 30, 2023),<b>The U.S. Treasury spent $57 billion more to repay government debt, up 37% compared with the same period last year, and U.S. debt became the largest source of the increase in government spending.</b></p><p>The Federal Reserve has been aggressively raising interest rates to fight inflation, and it has not yet stopped rate hike, which means that the fiscal burden on the U.S. government will increase further.</p><p>In addition,<b>The size of the U.S. debt is approaching the roughly $31.4 trillion debt ceiling set by Congress</b>。 As of Tuesday, the U.S. government has borrowed about $31.3 trillion, but it still has about $360 billion in cash.</p><p><img src=\"https://static.tigerbbs.com/337e919e75e9b49a456e55fcc507d9f6\" tg-width=\"1280\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>That means the U.S. Treasury Department may soon start using so-called unconventional measures to give it the flexibility to continue paying U.S. debt on time. Independent forecasters expect,<b>The U.S. Treasury Department could run out of its ability to pay U.S. debt as early as this summer.</b></p><p>Speaker of the U.S. House of Representatives Kevin McCarthy, R-Calif., once said,<b>He will push for cuts in government spending as a condition of raising the debt ceiling</b>And that's what Democrats are opposed to. McCarthy said Thursday:</p><p>\"The government's spending is out of control, and we can't continue this way. I had a good conversation with President Biden when he called me, and I told him I wanted to sit down early and work with him on these challenges.\" The media noted that if Democrats, led by Biden, can't reach an agreement with Republicans on raising the debt ceiling, it could have far-reaching implications,<b>Including sending the U.S. economy into recession and triggering financial panic.</b></p><p>In fact,<b>The question is not whether and when the U.S. will break the debt ceiling, but how a divided Congress will reach a solution</b>Even Wall Street, which has always been optimistic, does not believe that Congress can resolve the problem smoothly and without drama, but rather that the process will be completely chaotic and expose various dysfunctions in the US Congress.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Recently, it has been pointed out that if the US government fails to repay its debt in time, it may seriously dampen investors' confidence, and the sharp selloff of US stocks caused by the debt stalemate in 2011 will happen again.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/105584\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/105584","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142252899","content_text":"美国政府正遭受这一问题的折磨，而背后“黑手”竟是美联储？外媒警告：若问题无法解决，恐将引发新的金融恐慌……在美国政府债务规模接近法定上限之际，美国联邦政府12月的财政赤字还达到850亿美元，跟去年同期相比进一步增加。跟2021年12月相比，美国政府上个月的收入减少了320亿美元至4550亿美元，同时支出增加了320亿美元至5400亿美元。根据美国财政部的数据，在不调整日历差的情况下，12月支出和收入之间的总体差距比2021年同期的210亿美元赤字高出640亿美元。由于美国政府叫停了应对疫情的巨额支出项目，上一财年美国联邦赤字有所减少。但是，受到美联储持续加息的影响，美国政府的借贷成本不断提高，在始于去年10月的2023财年初的几个月里，其财政赤字增加了12%，并且在2022年11月，美国政府也出现了创纪录的赤字。本财年度（2022年10月1日-2023年9月30日）迄今为止，美国财政部为偿还政府的债务多支出了570亿美元，跟上年同期相比增长了37%，美债成为其政府支出增加的最大来源。美联储一直在积极提高利率以抗击通胀，目前尚未停下加息的脚步，这意味着美国政府的财政负担还将进一步加大。另外，美债规模正在逼近其国会设定的大约31.4万亿美元的债务上限。截至本周二，美国政府已经借了大约31.3万亿美元的钱，不过它手上还有大约3600亿美元的现金。这意味着美国财政部可能很快就会开始使用所谓的非常规措施，以使其能够灵活地继续按时偿还美债。独立预测人士预计，美国财政部最早可能会在今年夏天耗尽支付美债的能力。美国众议院议长、加州共和党人麦卡锡（Kevin McCarthy）曾说，他将推动削减政府开支，以此作为提高债务上限的条件，而这正是民主党人所反对的。麦卡锡周四表示：“政府的支出失控了，我们不能继续这样的下去。当拜登总统打电话给我时，我和他进行了很好的交谈，我告诉他我想早点坐下来和他一起解决这些挑战。”媒体指出，如果以拜登为首的民主党人不能就提高债务上限和共和党人达成协议，可能会产生深远的影响，包括令美国经济陷入衰退，并引发金融恐慌。事实上，问题并非美国是否以及何时会突破债务上限，而是分裂的国会将如何达成解决方案，即使是一向乐观的华尔街也不认为国会能顺利、无戏剧性地解决这个问题，而是认为这个过程将完全混乱，并暴露出美国国会的各种功能障碍。高盛近期指出，美国政府若未及时偿还债务可能会严重打击投资者们的信心，类似于2011年债务僵局所导致的美股大幅抛售将再次发生。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987345057,"gmtCreate":1667832689579,"gmtModify":1676537971256,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987345057","isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001956967,"gmtCreate":1641165039971,"gmtModify":1676533576505,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001956967","repostId":"2200443197","repostType":4,"isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}