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赞我的今年账户翻十倍

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赞我的今年账户翻十倍

2021-06-10

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GameStation reported better-than-expected Q1 revenue and plans to issue up to 5 million common shares.

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2022-02-22

Oh

Shell: The natural gas market will face historic shortages in the coming years.

赞我的今年账户翻十倍

2022-07-24

$拼多多(PDD)$hi

赞我的今年账户翻十倍

2022-03-10

wow

With the global stock market rebound, has the situation improved?

赞我的今年账户翻十倍

2021-07-14

666

Meituan allocated 11.353 million shares to Tencent, raising nearly $400 million.

赞我的今年账户翻十倍

2022-04-27

$拼多多(PDD)$hi

赞我的今年账户翻十倍

2022-04-22

$拼多多(PDD)$152

赞我的今年账户翻十倍

2022-04-07

$中船防务(00317)$oh

赞我的今年账户翻十倍

2021-08-14

hi

US infrastructure plans may change! Nine moderate Democrats "defected"

赞我的今年账户翻十倍

2021-06-01

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10:19","market":"us","language":"zh","title":"The Federal Reserve's fight against inflation is a \"political calculation.\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1183099287","media":"雪涛宏观笔记","summary":"美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。","content":"<p><html><head></head><body>Authors: Xiang Jingshu, Song Xuetao</p><p><b>The Federal Reserve's challenge, like that of other central banks, is how to control something uncontrollable—inflation.</b>Most U.S. inflation today is driven by supply-side factors, including but not limited to: energy and food shortages, supply disruptions caused by war and geopolitics, global supply chain restructuring due to conflicts over trade rules, and labor shortages caused by long-covid and an aging population. 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This is not surprising, especially considering the sharp rise in global energy and food prices following the Russia-Ukraine war.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b3ca0373bf69ba1523730097d504b2\" tg-width=\"877\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Figure 1: Supply factors contributed more than half to the rise in US PCE inflation after the pandemic.</span></p><p>The Federal Reserve has long considered core inflation to be an inflation indicator that can achieve its regulatory goals by curbing demand through rate hike. However, the report found that supply factors also contributed nearly half to the rise in US core PCE inflation (3.3 percentage points) after the pandemic. In particular, services inflation, which accounts for 70% of core inflation, faces a structural and persistent labor supply shortage, a factor beyond the control of the Federal Reserve. Therefore, the rebound in the US core CPI from 5.9% to 6.3% in August was a significant deterrent to the market, as it illustrates...<b>The Federal Reserve's approach to controlling inflation through rate hike has been largely ineffective.</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36edcaf805cce59efbb322e1ff417905\" tg-width=\"878\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><span>Figure 2: US core CPI rebounded in August</span></p><p>Although the Federal Reserve is powerless to address factors such as energy and food prices, geopolitical factors, supply chain factors, and labor force factors in overall inflation,<b>Since June, the Fed has undergone two surprising and important shifts.</b>。</p><p>The first change is that the Federal Reserve has set the inflation target for monetary policy.<b>From a core PCE that is \"completely uncontrollable\" to a CPI that is \"completely uncontrollable\".</b>。 The normal rule of monetary policy is to curb core demand such as real estate and consumer goods through rate hike in order to reduce inflation. The inflation rate used in the Taylor Rule (Bernanke Rule, Yellen Rule) during the Bernanke and Yellen eras was the core PCE, and Powell did not publicly modify the inflation rate indicator of the Taylor Rule. However, at a press conference for the June policy meeting this year, Powell said, \"The Fed is now very concerned about headline inflation, not just core inflation, because headline inflation is related to people's inflation expectations.\"</p><p>The second shift is that the Fed has removed forward guidance on market expectations and has left every interest rate decision to be determined by data from the past period. This also puzzles the market: why did the Federal Reserve abandon its proud expectation guidance and switch to one meeting at a time, artificially creating market volatility?</p><p>The answer is<b>The Federal Reserve is not calculating \"economic calculations\".</b></p><p><b>From an economic perspective, the Federal Reserve should immediately stop rate hike.</b>。 Because in its recently released SEP (Quarterly Economic Forecast), the Federal Reserve unexpectedly and significantly lowered its economic forecasts for this year and next.<b>The 2022 US GDP growth forecast has been lowered from 1.7% in June to 0.2%.</b>The 2023 growth forecast has been lowered from 1.7% in June to 1.2%. However, while remaining so pessimistic about the economy, the Federal Reserve has also significantly raised its Federal Funds rate target for the end of this year, from 3.4% in June to 4.4%. This means that the Fed expects to have a rate hike of 125 basis points at the remaining two policy meetings this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe7d98c94af5a78ca5f52a6d12e1430\" tg-width=\"869\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Figure 3: September Fed FOMC Economic and Inflation Forecast</span></p><p><b>These self-contradictions, which cannot be explained from an economic perspective, actually stem from political pressure.</b>Doesn't the Fed understand the above principles? Of course not, but politics won't allow it.</p><p>According to a poll on RealClearPolitics, Biden's latest approval rating is only 43%, while his disapproval rating is 53%.<b>Biden's approval rating for handling inflation is only 33%, while his disapproval rating is 65%.</b>。 Inflation is a fatal weakness for the Democratic Party in the midterm elections. Curbing inflation should have been Biden's \"political account,\" but the failed Middle East trip only resulted in a 100,000-barrel increase in production, and that 100,000-barrel increase was reduced shortly afterward. In an effort to mitigate political responsibility, Biden referred the issue to the Federal Reserve. The reason Biden has spoken about the inflation situation several times this year is that the president has personally called for inflation to put pressure on the Fed, which is rare in the past.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b848b8f79304cbaf26042460003664cf\" tg-width=\"866\" tg-height=\"503\" width=\"100%\" height=\"auto\"/><span>Figure 4: Biden's approval rating is only 43%</span></p><p><b>Financial markets are not concerned with (economic) inflation or whether the Fed can really control (economic) inflation, but with how much rate hike the Fed will need this time (for political reasons). Therefore, the core of predicting the Fed's rate hike behavior is not predicting inflation, but understanding the Fed's \"political calculus\".</b></p><p>The next key political milestone is the midterm elections on November 8, which will elect all seats in the House of Representatives and one-third of the Senate.<b>The Fed's November policy meeting will be held before the midterm elections (November 1-2), so the Fed may still prioritize politics in November. However, the final policy meeting on December 13-14 may be a key point in the Fed's target function shifting.</b></p><p><b>Risk Warning</b></p><p>US inflation exceeded expectations, the Federal Reserve tightened more than expected, and the US labor market weakened more than expected.</p><p></body></html></p>","source":"xthgbj","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 Federal Reserve's fight against inflation is a \"political calculation.\"</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 Federal Reserve's fight against inflation is a \"political calculation.\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">雪涛宏观笔记</strong><span class=\"h-time small\">2022-09-24 10:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Authors: Xiang Jingshu, Song Xuetao</p><p><b>The Federal Reserve's challenge, like that of other central banks, is how to control something uncontrollable—inflation.</b>Most U.S. inflation today is driven by supply-side factors, including but not limited to: energy and food shortages, supply disruptions caused by war and geopolitics, global supply chain restructuring due to conflicts over trade rules, and labor shortages caused by long-covid and an aging population. These factors are not sensitive to interest rates.</p><p>In June of this year, the San Francisco Federal Reserve's study, \"How Much Do Supply and Demand Drive Inflation,\" dissected the contributions of Supply and Demand factors to U.S. Inflation, showing that...<b>Supply-side factors contributed more than half to the rise in US PCE inflation (4.8pp) after the pandemic.</b>； Demand factors contribute about one-third to the rise in CPI inflation. This is not surprising, especially considering the sharp rise in global energy and food prices following the Russia-Ukraine war.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b3ca0373bf69ba1523730097d504b2\" tg-width=\"877\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Figure 1: Supply factors contributed more than half to the rise in US PCE inflation after the pandemic.</span></p><p>The Federal Reserve has long considered core inflation to be an inflation indicator that can achieve its regulatory goals by curbing demand through rate hike. However, the report found that supply factors also contributed nearly half to the rise in US core PCE inflation (3.3 percentage points) after the pandemic. In particular, services inflation, which accounts for 70% of core inflation, faces a structural and persistent labor supply shortage, a factor beyond the control of the Federal Reserve. Therefore, the rebound in the US core CPI from 5.9% to 6.3% in August was a significant deterrent to the market, as it illustrates...<b>The Federal Reserve's approach to controlling inflation through rate hike has been largely ineffective.</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36edcaf805cce59efbb322e1ff417905\" tg-width=\"878\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><span>Figure 2: US core CPI rebounded in August</span></p><p>Although the Federal Reserve is powerless to address factors such as energy and food prices, geopolitical factors, supply chain factors, and labor force factors in overall inflation,<b>Since June, the Fed has undergone two surprising and important shifts.</b>。</p><p>The first change is that the Federal Reserve has set the inflation target for monetary policy.<b>From a core PCE that is \"completely uncontrollable\" to a CPI that is \"completely uncontrollable\".</b>。 The normal rule of monetary policy is to curb core demand such as real estate and consumer goods through rate hike in order to reduce inflation. The inflation rate used in the Taylor Rule (Bernanke Rule, Yellen Rule) during the Bernanke and Yellen eras was the core PCE, and Powell did not publicly modify the inflation rate indicator of the Taylor Rule. However, at a press conference for the June policy meeting this year, Powell said, \"The Fed is now very concerned about headline inflation, not just core inflation, because headline inflation is related to people's inflation expectations.\"</p><p>The second shift is that the Fed has removed forward guidance on market expectations and has left every interest rate decision to be determined by data from the past period. This also puzzles the market: why did the Federal Reserve abandon its proud expectation guidance and switch to one meeting at a time, artificially creating market volatility?</p><p>The answer is<b>The Federal Reserve is not calculating \"economic calculations\".</b></p><p><b>From an economic perspective, the Federal Reserve should immediately stop rate hike.</b>。 Because in its recently released SEP (Quarterly Economic Forecast), the Federal Reserve unexpectedly and significantly lowered its economic forecasts for this year and next.<b>The 2022 US GDP growth forecast has been lowered from 1.7% in June to 0.2%.</b>The 2023 growth forecast has been lowered from 1.7% in June to 1.2%. However, while remaining so pessimistic about the economy, the Federal Reserve has also significantly raised its Federal Funds rate target for the end of this year, from 3.4% in June to 4.4%. This means that the Fed expects to have a rate hike of 125 basis points at the remaining two policy meetings this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe7d98c94af5a78ca5f52a6d12e1430\" tg-width=\"869\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Figure 3: September Fed FOMC Economic and Inflation Forecast</span></p><p><b>These self-contradictions, which cannot be explained from an economic perspective, actually stem from political pressure.</b>Doesn't the Fed understand the above principles? Of course not, but politics won't allow it.</p><p>According to a poll on RealClearPolitics, Biden's latest approval rating is only 43%, while his disapproval rating is 53%.<b>Biden's approval rating for handling inflation is only 33%, while his disapproval rating is 65%.</b>。 Inflation is a fatal weakness for the Democratic Party in the midterm elections. Curbing inflation should have been Biden's \"political account,\" but the failed Middle East trip only resulted in a 100,000-barrel increase in production, and that 100,000-barrel increase was reduced shortly afterward. In an effort to mitigate political responsibility, Biden referred the issue to the Federal Reserve. The reason Biden has spoken about the inflation situation several times this year is that the president has personally called for inflation to put pressure on the Fed, which is rare in the past.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b848b8f79304cbaf26042460003664cf\" tg-width=\"866\" tg-height=\"503\" width=\"100%\" height=\"auto\"/><span>Figure 4: Biden's approval rating is only 43%</span></p><p><b>Financial markets are not concerned with (economic) inflation or whether the Fed can really control (economic) inflation, but with how much rate hike the Fed will need this time (for political reasons). Therefore, the core of predicting the Fed's rate hike behavior is not predicting inflation, but understanding the Fed's \"political calculus\".</b></p><p>The next key political milestone is the midterm elections on November 8, which will elect all seats in the House of Representatives and one-third of the Senate.<b>The Fed's November policy meeting will be held before the midterm elections (November 1-2), so the Fed may still prioritize politics in November. However, the final policy meeting on December 13-14 may be a key point in the Fed's target function shifting.</b></p><p><b>Risk Warning</b></p><p>US inflation exceeded expectations, the Federal Reserve tightened more than expected, and the US labor market weakened more than expected.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff\">雪涛宏观笔记</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183099287","content_text":"作者：向静姝、宋雪涛美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。今天大多数的美国通胀都是由供给原因所产生的，这些原因包括但不限于：能源和食品供应短缺，战争和地缘政治导致的供应中断，贸易规则冲突导致的全球供应链重构，以及长新冠（long-covid）和老龄化导致的劳动力缺口等。而这些因素对于利率并不敏感。今年6月，旧金山联储的研究《How Much Do Supply and Demand Drive Inflation》拆解了美国通胀的供给因素和需求因素的贡献，结果显示供给因素对于疫情后美国PCE通胀上升（4.8pp）的贡献，超过了一半；而需求因素对于CPI通胀上升的贡献，大概是三分之一。这并不令人感到意外，特别是考虑到俄乌战争之后，全球的能源和食品价格出现了剧烈的上涨。图1：供给因素对疫后美国PCE通胀上升的贡献超过一半一直以来，联储认为能够通过加息抑制需求来实现调控目标的通胀指标是核心通胀。但是这篇报告发现，供给因素对疫后美国核心PCE通胀上升（3.3pp）的贡献率也接近一半。尤其是核心通胀中占比70%的服务通胀，所面对的问题是结构性和持续性的劳动力供给短缺，这也是联储无法控制的因素。所以8月美国核心CPI从5.9%反弹至6.3%对于市场是个不小的震慑，因为这说明了联储通过加息控制通胀的做法基本没有效果。图2：8月美国核心CPI出现反弹虽然联储对于总体通胀中的能源和食品价格、地缘因素、供应链因素、劳动力因素等等束手无策，但是6月以来，联储出现了两个惊人且重要的转变。第一个转变是联储把货币政策的通胀目标，从“无法完全控制”的核心PCE，转向了“完全无法控制”的CPI。正常的货币政策规则是通过加息抑制房地产和消费品等核心需求，以实现降低通胀的目的。伯南克和耶伦时期的泰勒规则（伯南克规则、耶伦规则）采用的通胀率都是核心PCE，鲍威尔也没有公开修改过泰勒规则的通胀率指标。但是在今年6月议息会议的新闻发布会上，鲍威尔表示，“联储现在非常关心总体通胀，而不单是核心通胀，因为总体通胀与群众的通胀预期有关”。第二个转变是联储取消了对市场预期的前瞻指引，把每一次利率决议都交给了过去一段时间的数据所决定。这也令市场费解，联储为什么要丢掉赖以为豪的预期指引，转为一会一议，人为地制造市场波动呢？答案是联储算的不是“经济账”。如果算经济账，联储应该立即停止加息。因为在联储刚刚公布的SEP（季度经济预测）中，联储令人意外地大幅下调了今明两年的经济预测，22年美国GDP增速预测从6月1.7%下调至0.2%，23年增速预测从6月1.7%下调至1.2%。但是在对经济如此悲观的同时，联储又大幅上调了今年底的联邦基金利率目标，从6月的3.4%上调至4.4%，这意味着今年剩下的两次议息会议，联储预计还有125bp的加息。图3：九月联储FOMC经济和通胀预测这些在经济视角里无法解释的自相矛盾，其实都源于政治压力。联储不知道以上道理吗？当然不是，但政治不允许。根据realclearpolitcs上的民调结果，拜登的最新支持率仅有43%，不支持率有53%，拜登处理通胀问题的支持率只有33%，不支持率有65%。通胀问题是民主党中期选举的致命弱点，压通胀本该是拜登的“政治账”，但是失败的中东旅行只换来了10万桶增产，而且不久之后这10万桶又被减回去了。为了减轻政治责任，拜登把问题抛给了美联储，拜登今年以来数次就通胀形势发表讲话的原因，总统亲自喊话通胀施压联储，这在过去是罕见的。图4：拜登支持率仅43%金融市场关心的并不是（经济上的）通胀，以及联储是否真的能控制（经济上的）通胀，而是联储（为了政治）这次又要加息多少。因此预测联储的加息行为，核心不是预测通胀，而是理解联储的“政治账”。接下来，政治的关键节点是国会中期选举，时间在11月8日，这次将改选国会众议院全部席位和参议院三分之一席位。在中期选举之前，联储11月议息会议就会举行（11月1日-2日），所以11月联储可能仍要政治优先，但是12月13-14日的最后一次议息会议，将可能是联储的目标函数发生转变的关键时点。风险提示美国通胀超预期，美联储紧缩超预期，美国劳动力市场走弱超预期","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932497229,"gmtCreate":1662971532461,"gmtModify":1676537173795,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932497229","repostId":"1161581783","repostType":4,"isVote":1,"tweetType":1,"viewCount":4822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936553613,"gmtCreate":1662786046132,"gmtModify":1676537141638,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936553613","repostId":"1144561403","repostType":4,"repost":{"id":"1144561403","kind":"news","pubTimestamp":1662767155,"share":"https://ttm.financial/m/news/1144561403?lang=en_US&edition=fundamental","pubTime":"2022-09-10 07:45","market":"hk","language":"zh","title":"Solar energy stands out amidst the energy crisis? EU solar power generation breaks record","url":"https://stock-news.laohu8.com/highlight/detail?id=1144561403","media":"华尔街见闻","summary":"在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。但是，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。当前欧洲面临严重的能源危机","content":"<p><html><head></head><body>During the four months of this summer,<a href=\"https://laohu8.com/S/000591\">solar energy</a>Power generation saves the EU 20 billion cubic meters of natural gas imports. However, the intermittent nature of solar energy means that it must complement other energy production methods that can generate electricity at night, such as natural gas or coal-fired power plants. Europe is currently facing a severe energy crisis, with insufficient supplies of natural gas, hydropower, and nuclear power. Only solar power stands out, setting new records during the summer months.</p><p>According to research by the British environmental think tank Ember, sunny, hot weather across the European continent and an increase in solar installations have contributed to record solar power generation in the EU, which is 28% higher than last summer.</p><p>Between May and August, the EU generated 99.4 terawatt-hours of solar power. It accounts for 12% of the region's electricity generation, up from 9% last summer. However, it is worth noting that the increase in the proportion of solar power generation is partly due to the decline in the supply of other energy sources.</p><p>Paweł Czyżak, senior analyst at Ember and one of the report's authors, believes that with solar energy already supplying more than 10% of electricity in the EU, it offers hope for a transition to clean energy and better energy security.</p><p>Solar energy has the highest share of all electricity generation methods in the Netherlands, at 23%, and Germany at 19%.</p><p><b>Ember estimates that solar power saved the EU 20 billion cubic meters of natural gas imports over the four months of this summer.</b></p><p>Dolf Gielen, Head of Technology and Innovation at the International Renewable Energy Agency, stated that the main reason for the record-breaking solar power generation is the installation of more solar farms in Europe.</p><p>European solar capacity is growing by about 15% annually, but the resulting increase in electricity generation could exceed 15% because the latest solar panels are more efficient. Solar energy's share of total electricity generation in Europe has also been affected by drought, which has curbed hydropower and nuclear power generation in countries such as France.</p><p><b>Even so, the intermittent nature of solar energy means that it must complement other energy production methods that can generate electricity at night, such as natural gas or coal-fired power plants. European countries are seeking to increase their energy storage capacity to cope with the growth of renewable energy sources such as solar power.</b></p><p>Ember stated that Poland's solar power generation has seen the largest increase in the past five years, increasing 26-fold between the summer of 2018 and the summer of 2022. In addition, solar power generation has also increased significantly in Finland, Hungary, Lithuania, and the Netherlands.</p><p>Czyżak said:</p><p>The biggest takeaway from the rapid growth of solar power is that if we want to pay less for imported fossil fuels and if we want to improve energy security, then renewable energy is the way forward.</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>Solar energy stands out amidst the energy crisis? EU solar power generation breaks record</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\">\nSolar energy stands out amidst the energy crisis? EU solar power generation breaks record\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-09-10 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>During the four months of this summer,<a href=\"https://laohu8.com/S/000591\">solar energy</a>Power generation saves the EU 20 billion cubic meters of natural gas imports. However, the intermittent nature of solar energy means that it must complement other energy production methods that can generate electricity at night, such as natural gas or coal-fired power plants. Europe is currently facing a severe energy crisis, with insufficient supplies of natural gas, hydropower, and nuclear power. Only solar power stands out, setting new records during the summer months.</p><p>According to research by the British environmental think tank Ember, sunny, hot weather across the European continent and an increase in solar installations have contributed to record solar power generation in the EU, which is 28% higher than last summer.</p><p>Between May and August, the EU generated 99.4 terawatt-hours of solar power. It accounts for 12% of the region's electricity generation, up from 9% last summer. However, it is worth noting that the increase in the proportion of solar power generation is partly due to the decline in the supply of other energy sources.</p><p>Paweł Czyżak, senior analyst at Ember and one of the report's authors, believes that with solar energy already supplying more than 10% of electricity in the EU, it offers hope for a transition to clean energy and better energy security.</p><p>Solar energy has the highest share of all electricity generation methods in the Netherlands, at 23%, and Germany at 19%.</p><p><b>Ember estimates that solar power saved the EU 20 billion cubic meters of natural gas imports over the four months of this summer.</b></p><p>Dolf Gielen, Head of Technology and Innovation at the International Renewable Energy Agency, stated that the main reason for the record-breaking solar power generation is the installation of more solar farms in Europe.</p><p>European solar capacity is growing by about 15% annually, but the resulting increase in electricity generation could exceed 15% because the latest solar panels are more efficient. Solar energy's share of total electricity generation in Europe has also been affected by drought, which has curbed hydropower and nuclear power generation in countries such as France.</p><p><b>Even so, the intermittent nature of solar energy means that it must complement other energy production methods that can generate electricity at night, such as natural gas or coal-fired power plants. European countries are seeking to increase their energy storage capacity to cope with the growth of renewable energy sources such as solar power.</b></p><p>Ember stated that Poland's solar power generation has seen the largest increase in the past five years, increasing 26-fold between the summer of 2018 and the summer of 2022. In addition, solar power generation has also increased significantly in Finland, Hungary, Lithuania, and the Netherlands.</p><p>Czyżak said:</p><p>The biggest takeaway from the rapid growth of solar power is that if we want to pay less for imported fossil fuels and if we want to improve energy security, then renewable energy is the way forward.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3670017\">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/f0101773a2c494e22d3f6cd8c68124c3","relate_stocks":{"BK0054":"太阳能发电","BK0132":"高送转概念","000591":"太阳能","BK0271":"能源供应"},"source_url":"https://wallstreetcn.com/articles/3670017","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144561403","content_text":"在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。但是，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。当前欧洲面临严重的能源危机，天然气、水电和核电的供应都不充足，唯有太阳能发电一枝独秀，在夏季的几个月里创下了新纪录。根据英国环境智库Ember的研究，整个欧洲大陆的晴朗炎热天气和太阳能装置的增加促成了太阳能在欧盟创纪录的发电量，比去年夏天高出28%。5月至8月期间，欧盟太阳能发电量为99.4太瓦时。它占该地区发电量的12%，高于去年夏天的9%。不过，值得注意的是，太阳能发电占比的提升的部分原因是其他能源供应的下降。Ember高级分析师、该报告的作者之一Paweł Czyżak认为，随着太阳能已经可以在欧盟供应超过10%的电力，这为向清洁能源和更好的能源安全过渡带来了希望。太阳能在全部发电方式中份额最高的是荷兰，为23%，德国为19%。Ember估计，在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。国际可再生能源署技术与创新主管Dolf Gielen表示，太阳能发电创纪录的主要原因是在欧洲安装了更多的太阳能发电场：欧洲太阳能产能每年增长约15%，但是带来的发电量增长可能超过15%，因为最新太阳能面板的效率更高。太阳能在欧洲总发电量中的份额也受到干旱的影响，干旱抑制了法国等国家的水电和核能发电。即便如此，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。欧洲国家正在寻求提高其储存能源的能力，以应对太阳能等可再生能源的增长。Ember表示，波兰的太阳能发电量在过去五年中增幅最大，在2018年夏季至2022年夏季期间增长了26倍。此外，芬兰、匈牙利、立陶宛和荷兰的太阳能发电量也出现了大幅增长。Czyżak说：太阳能发电快速增长带来的最大的收获是，如果我们想为进口化石燃料支付更少的费用，如果我们想提高能源安全性，那么可再生能源就是前进的道路。","news_type":1,"symbols_score_info":{"000591":0.9}},"isVote":1,"tweetType":1,"viewCount":5560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939622995,"gmtCreate":1662100183817,"gmtModify":1676536997897,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939622995","repostId":"2264313229","repostType":4,"repost":{"id":"2264313229","kind":"news","pubTimestamp":1662094668,"share":"https://ttm.financial/m/news/2264313229?lang=en_US&edition=fundamental","pubTime":"2022-09-02 12:57","market":"us","language":"zh","title":"Climate bills incentivize investment in energy-saving products; Morgan Stanley raises target prices for equipment manufacturers.","url":"https://stock-news.laohu8.com/highlight/detail?id=2264313229","media":"智通财经","summary":"摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It stated that tax cuts and rebates in the tax and climate bills passed by the U.S. Congress would help boost sales, and on Thursday raised its earnings forecasts and price targets for heating and cooling system manufacturers. It is understood that the Inflation Reduction Act, approved by US President Biden last month, has incentivized the largest investment in energy-saving products in US history. The bill allocates $21 billion for tax rebates and federal tax credits to improve energy efficiency in people's homes over the next 10 years.</p><p>In a report, Morgan Stanley analyst Joshua Pokrzywinski stated that the biggest revenue growth for equipment manufacturers will come from homes replacing air conditioners and furnaces with heat pumps. A heat pump is an all-in-one device that can cool and heat a house more efficiently. Pokrzywinski stated, \"Heat pump technology has been continuously improved over the past decade, and it is possible that it will be adopted in more regions.\"</p><p>According to reports, the stock prices of the heating and cooling system manufacturers mentioned by Morgan Stanley in the report all rose on Thursday, and by the close of trading on Thursday,<a href=\"https://laohu8.com/S/LII\">Reynolds</a>(LII.US) led the gains with a 3.64% increase.<a href=\"https://laohu8.com/S/JCI\">Johnson Automation</a>(JCI.US) closed up 2.79%, and Trane Technologies (TT.US) closed up 2.23%.<a href=\"https://laohu8.com/S/CARR\">Carrier Global</a>(CARR.US) closed up 1.71%, and Wasco (WSO.US) closed up 0.72%.</p><p><img src=\"https://static.tigerbbs.com/637c45d88567b526fca728f0aa98469c\" tg-width=\"614\" tg-height=\"173\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As shown in the table above, Morgan Stanley raised its target prices for these stocks and gave Johnson Controls, Carrier Global, and Trane Technologies \"overweight\" ratings.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Climate bills incentivize investment in energy-saving products; Morgan Stanley raises target prices for equipment manufacturers.</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\">\nClimate bills incentivize investment in energy-saving products; Morgan Stanley raises target prices for equipment manufacturers.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-09-02 12:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It stated that tax cuts and rebates in the tax and climate bills passed by the U.S. Congress would help boost sales, and on Thursday raised its earnings forecasts and price targets for heating and cooling system manufacturers. It is understood that the Inflation Reduction Act, approved by US President Biden last month, has incentivized the largest investment in energy-saving products in US history. The bill allocates $21 billion for tax rebates and federal tax credits to improve energy efficiency in people's homes over the next 10 years.</p><p>In a report, Morgan Stanley analyst Joshua Pokrzywinski stated that the biggest revenue growth for equipment manufacturers will come from homes replacing air conditioners and furnaces with heat pumps. A heat pump is an all-in-one device that can cool and heat a house more efficiently. Pokrzywinski stated, \"Heat pump technology has been continuously improved over the past decade, and it is possible that it will be adopted in more regions.\"</p><p>According to reports, the stock prices of the heating and cooling system manufacturers mentioned by Morgan Stanley in the report all rose on Thursday, and by the close of trading on Thursday,<a href=\"https://laohu8.com/S/LII\">Reynolds</a>(LII.US) led the gains with a 3.64% increase.<a href=\"https://laohu8.com/S/JCI\">Johnson Automation</a>(JCI.US) closed up 2.79%, and Trane Technologies (TT.US) closed up 2.23%.<a href=\"https://laohu8.com/S/CARR\">Carrier Global</a>(CARR.US) closed up 1.71%, and Wasco (WSO.US) closed up 0.72%.</p><p><img src=\"https://static.tigerbbs.com/637c45d88567b526fca728f0aa98469c\" tg-width=\"614\" tg-height=\"173\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As shown in the table above, Morgan Stanley raised its target prices for these stocks and gave Johnson Controls, Carrier Global, and Trane Technologies \"overweight\" ratings.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/786626.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"MS":"摩根士丹利"},"source_url":"http://www.zhitongcaijing.com/content/detail/786626.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264313229","content_text":"摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对节能产品的最大投资，该法案拨出210亿美元用于退税和联邦税收减免，用于在未来10年内改善人们的住房节能。摩根士丹利分析师Joshua Pokrzywinski在报告中称，设备制造商最大的营收增长将来自用热泵取代空调和炉子的家庭。热泵是一种一体化的设备，可以更有效地冷却和加热房屋。Pokrzywinski称：“热泵技术在过去十年中不断改进，而且在更多地区也有可能采用。”据悉，摩根士丹利在报告中提到的供暖和制冷系统制造商的股价在周四都上涨，截至周四收盘，雷诺士(LII.US)以3.64%的涨幅领涨，江森自控(JCI.US)收涨2.79%，Trane技术(TT.US)收涨2.23%，开利全球(CARR.US)收涨1.71%，华斯科(WSO.US)收涨0.72%。如上表所示，摩根士丹利对这些股票都上调了目标价，并给予江森自控、开利全球及Trane技术“增持”评级。","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":5371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995525262,"gmtCreate":1661484507158,"gmtModify":1676536528738,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/68268f71bc9984651ec1abc35349f774","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995525262","isVote":1,"tweetType":1,"viewCount":5627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993748491,"gmtCreate":1660741450516,"gmtModify":1676536389788,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993748491","repostId":"2260384344","repostType":4,"repost":{"id":"2260384344","kind":"news","pubTimestamp":1660741050,"share":"https://ttm.financial/m/news/2260384344?lang=en_US&edition=fundamental","pubTime":"2022-08-17 20:57","market":"us","language":"zh","title":"Cisco is about to release its Q4 earnings report, and Credit Suisse has given it an \"Outperform\" rating.","url":"https://stock-news.laohu8.com/highlight/detail?id=2260384344","media":"智通财经","summary":"智通财经APP获悉，瑞士信贷分析师 Sami Badri予思科“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。他指出，思科股价今年迄今已下跌了27%。Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。截至发稿，思科盘前跌0.28%，报46.64美元。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analyst Sami Badri<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>(CSCO.US) has an \"Outperform\" rating with a target price of $60. Cisco will release its fourth-quarter results for fiscal year 2022 after the U.S. stock market closes on Wednesday. Badri expects its revenue to be $12.54 billion, lower than the market expectation of $12.78 billion; Earnings per share are expected to be $0.82, in line with market expectations. Badri also stated that, based on last quarter's results, Cisco's service product order growth may be better than expected.</p><p>He pointed out that Cisco's stock price has fallen 27% so far this year. Investors are concerned about Cisco's market position and fear that its market share will be lost to Arista Networks (ANET.US) and...<a href=\"https://laohu8.com/S/JNPR\">Juniper Network</a>(JNPR.US)'s competitors have taken over, and both companies have raised their 2022 growth guidance, while Cisco has not.</p><p>Investors are also concerned that Cisco may abandon its previous guidance of approximately 6% annual revenue and profit growth by fiscal year 2025. The company may make large-scale acquisitions to \"accelerate the shift of revenue to more independent recurring sources\" and may even lower its gross margin forecast, as its peers are doing.</p><p>Badri stated that despite the stock's low price, investor sentiment remains low ahead of the latest quarterly report.</p><p>Badri stated, \"Overall, we believe that lower revenue growth expectations are prudent given the slight improvement in gross margins.\" The revenue slowdown was due to supply chain issues and declining revenue from operations in Russia and Ukraine.</p><p>Badri also stated that given Cisco's heavy reliance on its hardware shipments for its software business, the likelihood of Cisco announcing a \"major\" acquisition is \"increasing.\" This transaction is likely to dilute the company's equity.</p><p>Despite facing multiple negative factors, Cisco's stock price is low, its free cash flow yield is 7%, and its gross profit margin and operating profit margin remain largely unchanged. Cisco has also addressed supply chain issues and the loss of market share in the large network equipment segment, so Badri considers Cisco \"attractive.\"</p><p>As of press time, Cisco was down 0.28% in pre-market trading at $46.64.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cisco is about to release its Q4 earnings report, and Credit Suisse has given it an \"Outperform\" rating.</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\">\nCisco is about to release its Q4 earnings report, and Credit Suisse has given it an \"Outperform\" rating.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-08-17 20:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analyst Sami Badri<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>(CSCO.US) has an \"Outperform\" rating with a target price of $60. Cisco will release its fourth-quarter results for fiscal year 2022 after the U.S. stock market closes on Wednesday. Badri expects its revenue to be $12.54 billion, lower than the market expectation of $12.78 billion; Earnings per share are expected to be $0.82, in line with market expectations. Badri also stated that, based on last quarter's results, Cisco's service product order growth may be better than expected.</p><p>He pointed out that Cisco's stock price has fallen 27% so far this year. Investors are concerned about Cisco's market position and fear that its market share will be lost to Arista Networks (ANET.US) and...<a href=\"https://laohu8.com/S/JNPR\">Juniper Network</a>(JNPR.US)'s competitors have taken over, and both companies have raised their 2022 growth guidance, while Cisco has not.</p><p>Investors are also concerned that Cisco may abandon its previous guidance of approximately 6% annual revenue and profit growth by fiscal year 2025. The company may make large-scale acquisitions to \"accelerate the shift of revenue to more independent recurring sources\" and may even lower its gross margin forecast, as its peers are doing.</p><p>Badri stated that despite the stock's low price, investor sentiment remains low ahead of the latest quarterly report.</p><p>Badri stated, \"Overall, we believe that lower revenue growth expectations are prudent given the slight improvement in gross margins.\" The revenue slowdown was due to supply chain issues and declining revenue from operations in Russia and Ukraine.</p><p>Badri also stated that given Cisco's heavy reliance on its hardware shipments for its software business, the likelihood of Cisco announcing a \"major\" acquisition is \"increasing.\" This transaction is likely to dilute the company's equity.</p><p>Despite facing multiple negative factors, Cisco's stock price is low, its free cash flow yield is 7%, and its gross profit margin and operating profit margin remain largely unchanged. Cisco has also addressed supply chain issues and the loss of market share in the large network equipment segment, so Badri considers Cisco \"attractive.\"</p><p>As of press time, Cisco was down 0.28% in pre-market trading at $46.64.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/773198.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcf648d877622e2c1e436225928e02d1","relate_stocks":{"CSCO":"思科"},"source_url":"http://www.zhitongcaijing.com/content/detail/773198.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260384344","content_text":"瑞士信贷分析师 Sami Badri予思科(CSCO.US)“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。Badri还表示，从上个季度的业绩来看，思科的服务产品订单增幅可能会好于预期。他指出，思科股价今年迄今已下跌了27%。投资者对思科的市场地位感到担忧，并担心其市场份额被Arista Networks(ANET.US)和瞻博网络(JNPR.US)的竞争对手抢占，这两家公司都上调了2022年的增长指引，而思科则没有。投资者还担心，思科可能会放弃此前给出的指引，即到2025财年营收和利润的年增长率约为6%。该公司可能会进行大规模收购，以“加快营收向更独立的经常性来源转移”，甚至会下调毛利率预期，因为同行们都在这么做。Badri表示，尽管该股价格低廉，但在最新季度报告出炉之前，投资者的情绪仍很低落。Badri表示:“总的来说，我们认为，在毛利率略有提高的情况下，较低的营收增长预期是审慎的。”营收放缓的原因是供应链问题，以及俄罗斯和乌克兰业务的营收下降。Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。这笔交易很可能会稀释公司股权。尽管思科面临多个负面因素，但其股价低廉，自由现金流收益率为7%，而且毛利率和营业利润率基本保持不变。思科还解决了供应链问题和大型网络设备细分市场份额流失的问题，因此，Badri认为思科“有吸引力”。截至发稿，思科盘前跌0.28%，报46.64美元。","news_type":1,"symbols_score_info":{"CSCO":1}},"isVote":1,"tweetType":1,"viewCount":5124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990554273,"gmtCreate":1660374942694,"gmtModify":1676533461818,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>wow","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>wow","text":"$拼多多(PDD)$wow","images":[{"img":"https://community-static.tradeup.com/news/bafe8bbee4e33789bea29bcbfa8714bd","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990554273","isVote":1,"tweetType":1,"viewCount":6117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901823308,"gmtCreate":1659163832304,"gmtModify":1676536267945,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/dd9d5ea6a0754fe9631c1bc329134e78","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901823308","isVote":1,"tweetType":1,"viewCount":4893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9900088688,"gmtCreate":1658618855844,"gmtModify":1676536181485,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/2e40475961d8875277b1bc6069020704","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900088688","isVote":1,"tweetType":1,"viewCount":8064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9071209085,"gmtCreate":1657530334547,"gmtModify":1676536020872,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071209085","repostId":"2250981695","repostType":4,"repost":{"id":"2250981695","kind":"news","pubTimestamp":1657523307,"share":"https://ttm.financial/m/news/2250981695?lang=en_US&edition=fundamental","pubTime":"2022-07-11 15:08","market":"us","language":"zh","title":"Is the second-quarter earnings season \"more dangerous than lucky\"? The US stock market's \"big test\" is coming!","url":"https://stock-news.laohu8.com/highlight/detail?id=2250981695","media":"智通财经","summary":"自1月触及纪录高位以来，美股已蒸发逾万亿美元，目前仍陷于熊市。本周二季度美股财报季将拉开序幕，美股走势或将受到影响。一方面，企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已","content":"<p><html><head></head><body>Since hitting a record high in January, U.S. stocks have lost more than a trillion dollars and remain in a bear market. The second-quarter earnings season for US stocks will kick off this week, which may affect the performance of US stocks.</p><p>On the one hand, companies are increasingly worried about the arrival of an economic recession, and given that the better economic situation may not last, many companies have lowered their earnings guidance. On the other hand, some companies still firmly believe that the situation in the US stock market will improve and have raised their 2022 earnings forecasts in the past month.</p><p>Stock valuations have fallen below historical averages, which may attract investors who buy on dips. However, some investors and analysts have warned that the upcoming earnings season could lead to another sharp decline in global stock prices due to the growing risk of recession and pessimistic corporate earnings forecasts.</p><p>Many companies lowered their earnings guidance</p><p>The Federal Reserve's significant rate hike has brought new losses to businesses, while substantial rate hike could dampen demand, increase the likelihood of an economic recession, and put greater pressure on US stock earnings guidance. Businesses are increasingly worried about the arrival of an economic recession, and many have lowered their earnings guidance given that the better economic situation may not last.</p><p>Currently, 103 companies in the S&P 500 have released their Q2 2022 earnings per share (EPS) guidance. Of these 103 companies, 72 issued negative EPS guidance and 31 issued positive EPS guidance. This is the largest number of S&P 500 companies to issue negative quarterly EPS guidance since the fourth quarter of 2019 (73 companies). Currently, 70% of companies in the S&P 500 have issued negative EPS guidance for the second quarter of 2022 (72 out of 103 companies), higher than the 5-year average of 60% and the 10-year average of 67%.</p><p>To date, 245 companies in the S&P 500 have released their full-year 2022 EPS guidance. Of these 245 companies, 136 issued negative EPS guidance and 109 issued positive EPS guidance. The percentage of companies issuing negative EPS guidance was 56% (136 out of 245 companies).</p><p><img src=\"https://static.tigerbbs.com/9feb54c7b999af6434b90d243d0ecaac\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>If a company provides guidance (or the midpoint of a range of guidance) that is lower than the average EPS of the day before the guidance is issued, then the guidance is classified as negative guidance. If the guidance provided by the company (or the midpoint of the guidance range) is higher than the average EPS of the day before the guidance was issued, then the guidance is classified as positive.</p><p>Overall, analysts have lowered their earnings forecasts for the second quarter of 2022 when it comes to revising their earnings forecasts for S&P 500 companies. So far, analysts and companies have lowered their second-quarter earnings forecasts. The S&P 500 is expected to record its lowest earnings growth since the fourth quarter of 2020.</p><p>On a per-share basis, expected earnings for the second quarter have fallen 0.9% since March 31. While this decline is lower than the quarterly levels of the 5-year average (-2.3%), 10-year average (-3.3%), and 15-year average (-4.7%), it is also the second largest drop in quarterly earnings per share expectations since the second quarter of 2020 (-37.0%).</p><p>Due to the increasing number of companies issuing negative EPS guidance and downward revisions to earnings forecasts, the expected earnings (year-over-year) growth rate for the second quarter of 2022 has now begun to decline compared to the second quarter. As of today, according to calculations, S&P 500 constituent companies are expected to report second-quarter earnings growth of 4.3% year-over-year, compared to the expected 5.9% on March 31. If the annualized real earnings growth rate for the second quarter is set at 4.3%, this will be the lowest level since the fourth quarter of 2020 (3.8%).</p><p>Some companies have already begun to lower their earnings forecasts. For example,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>and<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The company has announced bleak financial guidance in recent weeks. Among them,<a href=\"https://laohu8.com/S/BA\">boeing</a>Retailers<a href=\"https://laohu8.com/S/TGT\">Target</a>The second-quarter EPS forecast has been lowered by the largest margin in the past four weeks.</p><p><img src=\"https://static.tigerbbs.com/d3513f8995dafcafdcaee41497c630a8\" tg-width=\"480\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft stated that it has lowered its revenue and profit outlook for the fourth fiscal quarter due to negative foreign exchange factors. Microsoft said it expects foreign exchange to have an impact of $460 million, lowering its earnings per share guidance range to between $2.24 and $2.32, from its previous forecast of $2.28 to $2.35. In addition, the company lowered its revenue guidance range to $51.94 billion to $52.74 billion, compared to its previous forecast of $52.4 billion to $53.2 billion.</p><p>On June 7, Target warned investors that the company's profits would be impacted in the short term as it would cut unwanted items, cancel orders, and take aggressive measures to eliminate excess inventory in response to a wave of heavily discounted or clearance sales. Target expects its operating margin to be around 2% in the second quarter.</p><p>Secondly, retail giants<a href=\"https://laohu8.com/S/WMT\">Walmart</a>They also lowered their profit forecasts; The company stated that it expects earnings per share to decline by approximately 1% in fiscal year 2023, compared to its previous forecast of mid-single-digit growth. Gap (GPS.US) also significantly lowered its full-year guidance for fiscal year 2022 when announcing its first-quarter results; Compared to the previous year, revenue is expected to decline by low to mid-single digits, while earnings per share under non-GAAP accounting standards are expected to be between $0.30 and $0.60, with analysts generally expecting the high end of the range to be $1.30.</p><p>Cisco lowered its full-year earnings forecast from $3.41 to $3.46 per share to $3.29 to $3.37. Analysts had previously expected the company to earn $3.44 per share for the full year. Based on the latest guidance, full-year revenue growth is expected to be 2% to 3%, lower than the previous forecast of 5.5% to 6.5%. Looking ahead to the fourth quarter of fiscal year 2022, Cisco expects revenue to decline by 1% to 5.5%, with adjusted earnings per share of 76 cents to 84 cents.</p><p>However, some investors and companies still firmly believe that the situation in the US stock market will improve and raised their 2022 earnings forecasts in the past month. The sectors whose average second-quarter earnings forecasts for the S&P 500 have been raised include energy, industrial, materials, real estate, IT, and healthcare.</p><p><img src=\"https://static.tigerbbs.com/f4f23e67c8c115c726514f47e669b085\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>Previously, Albemarle, the world's largest lithium producer, raised its 2022 fiscal year earnings guidance for the second time. Arpels currently projects sales of $5.8 billion to $6.2 billion for the full year of 2022, higher than the previous forecast of $5.2 billion to $5.6 billion. Among them, the adjusted EBITDA of the lithium business is expected to increase by about 300% year-on-year, higher than previously expected.</p><p><a href=\"https://laohu8.com/S/M\">Macy's</a>In announcing its first-quarter results, the company reiterated its expected sales of $24.46 billion to $24.7 billion in 2022, remaining flat year-over-year to grow by 1.0%. In light of share buybacks in the first quarter of 2022 and improved credit card revenue expectations, the company has raised its 2022 adjusted diluted earnings per share guidance range to $4.53-$4.95, up from the previous guidance range of $4.13-$4.52.</p><p>However, some investors and analysts warn that earnings forecasts for some companies look overly optimistic given the growing risk of a recession during the upcoming corporate earnings season.</p><p>Gloomy earnings outlook puts pressure on US stocks</p><p>According to Evercore data, historically, companies' real revenue during economic recessions tends to decline by about 15% year-over-year. This means that total earnings per share for the S&P 500 could fall from the $227 expected this year to around $192 in 2023. If the S&P 500's current expected earnings multiple remains unchanged, the index will fall to around 3,000 points by the end of this year.</p><p>Many investment banks are pessimistic about the impact of this earnings season on the performance of US stocks.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>They stated that there are already signs that earnings forecasts for the coming months will be significantly lowered. According to his view on US stock earnings, a reasonable level for the S&P 500 is 3400-3500 points, which is about 11% lower than the current level. The bank stated, \"The bear market is not over unless earnings expectations are lowered to a more reasonable level or valuations reflect this risk.\"</p><p>Absolute Strategy Research surveyed the expectations of investors who manage a total of $5.2 trillion in assets. The company's data shows that the probability of global corporate profits rising a year later has dropped to 37%, the lowest level since the end of 2015. The survey also found that there is a 53% chance that stock investments will outperform bonds in the next 12 months, a record low.</p><p>Barron's points out that the second-quarter earnings season will greatly influence the models analysts use when making forecasts in the third and fourth quarters. The current general expectation is that profits will grow by 11% to 13% in the second and third quarters. However, if the second-quarter earnings performance is poor or management lowers its future guidance, it may mean that analysts will lower their profit forecasts for the next two quarters, which will put more pressure on the stock market, which has already fallen 21% so far this year.</p><p>Led by Jamie Fahy<a href=\"https://laohu8.com/S/C\">Citi</a>Strategists released a report stating that although global stock markets struggled through the first half of 2022, the pain may not be over yet. In their report, the bank's strategists wrote that investors are already troubled by runaway inflation and the potential impact of tightening policies aimed at controlling inflation, and the prospect of lowered corporate earnings expectations will be the latest headwind for investors. The bank added that resilient corporate earnings have been one of the few factors supporting the stock market this year, so any signs of a crack would worry investors, given that lower valuations have driven the stock market rebound in recent weeks.</p><p>“Corporate earnings rarely revise downwards, and people are still overly optimistic,” said Francesco Cudrano, an advisor at Simplify Partners. “That’s why we expect another correction when we release results, and with this volatility, there’s a real risk of being hit.” Cudrano added that Simplify Partners has been reducing its stock exposure and increasing cash, and expects the stock market to fall 15-20%.</p><p>Eric Johnston, head of equity derivatives and cross-assets at Cantor Fitzgerald, said: “Negative guidance could emerge at any time now. Revenue and profit margins are at risk. We don’t think the Fed will stop rate hike for at least four months, even if economic growth slows and the stock market falls sharply.”</p><p>conclusion</p><p>Concerns about corporate performance may support the view that stock market valuations remain overvalued even after this year's sharp decline, following persistent pessimistic predictions about the U.S. economy and significant rate hike by the Federal Reserve. According to Barclays, the stock market may have difficulty finding a bottom before profit forecasts are lowered. This is because high profit expectations \"sensory compress\" company valuations to levels that could mislead investors.</p><p>In conclusion, as the risk of a US economic recession increases, last year's phenomenal performance is unlikely to be repeated. In the current environment, the performance prospects of US stock companies are not optimistic, and US stock investors can only hope that the upcoming earnings season will pass smoothly. This is another red flag for anyone looking to buy stocks at current levels.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the second-quarter earnings season \"more dangerous than lucky\"? The US stock market's \"big test\" is coming!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the second-quarter earnings season \"more dangerous than lucky\"? The US stock market's \"big test\" is coming!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-07-11 15:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since hitting a record high in January, U.S. stocks have lost more than a trillion dollars and remain in a bear market. The second-quarter earnings season for US stocks will kick off this week, which may affect the performance of US stocks.</p><p>On the one hand, companies are increasingly worried about the arrival of an economic recession, and given that the better economic situation may not last, many companies have lowered their earnings guidance. On the other hand, some companies still firmly believe that the situation in the US stock market will improve and have raised their 2022 earnings forecasts in the past month.</p><p>Stock valuations have fallen below historical averages, which may attract investors who buy on dips. However, some investors and analysts have warned that the upcoming earnings season could lead to another sharp decline in global stock prices due to the growing risk of recession and pessimistic corporate earnings forecasts.</p><p>Many companies lowered their earnings guidance</p><p>The Federal Reserve's significant rate hike has brought new losses to businesses, while substantial rate hike could dampen demand, increase the likelihood of an economic recession, and put greater pressure on US stock earnings guidance. Businesses are increasingly worried about the arrival of an economic recession, and many have lowered their earnings guidance given that the better economic situation may not last.</p><p>Currently, 103 companies in the S&P 500 have released their Q2 2022 earnings per share (EPS) guidance. Of these 103 companies, 72 issued negative EPS guidance and 31 issued positive EPS guidance. This is the largest number of S&P 500 companies to issue negative quarterly EPS guidance since the fourth quarter of 2019 (73 companies). Currently, 70% of companies in the S&P 500 have issued negative EPS guidance for the second quarter of 2022 (72 out of 103 companies), higher than the 5-year average of 60% and the 10-year average of 67%.</p><p>To date, 245 companies in the S&P 500 have released their full-year 2022 EPS guidance. Of these 245 companies, 136 issued negative EPS guidance and 109 issued positive EPS guidance. The percentage of companies issuing negative EPS guidance was 56% (136 out of 245 companies).</p><p><img src=\"https://static.tigerbbs.com/9feb54c7b999af6434b90d243d0ecaac\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>If a company provides guidance (or the midpoint of a range of guidance) that is lower than the average EPS of the day before the guidance is issued, then the guidance is classified as negative guidance. If the guidance provided by the company (or the midpoint of the guidance range) is higher than the average EPS of the day before the guidance was issued, then the guidance is classified as positive.</p><p>Overall, analysts have lowered their earnings forecasts for the second quarter of 2022 when it comes to revising their earnings forecasts for S&P 500 companies. So far, analysts and companies have lowered their second-quarter earnings forecasts. The S&P 500 is expected to record its lowest earnings growth since the fourth quarter of 2020.</p><p>On a per-share basis, expected earnings for the second quarter have fallen 0.9% since March 31. While this decline is lower than the quarterly levels of the 5-year average (-2.3%), 10-year average (-3.3%), and 15-year average (-4.7%), it is also the second largest drop in quarterly earnings per share expectations since the second quarter of 2020 (-37.0%).</p><p>Due to the increasing number of companies issuing negative EPS guidance and downward revisions to earnings forecasts, the expected earnings (year-over-year) growth rate for the second quarter of 2022 has now begun to decline compared to the second quarter. As of today, according to calculations, S&P 500 constituent companies are expected to report second-quarter earnings growth of 4.3% year-over-year, compared to the expected 5.9% on March 31. If the annualized real earnings growth rate for the second quarter is set at 4.3%, this will be the lowest level since the fourth quarter of 2020 (3.8%).</p><p>Some companies have already begun to lower their earnings forecasts. For example,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>and<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The company has announced bleak financial guidance in recent weeks. Among them,<a href=\"https://laohu8.com/S/BA\">boeing</a>Retailers<a href=\"https://laohu8.com/S/TGT\">Target</a>The second-quarter EPS forecast has been lowered by the largest margin in the past four weeks.</p><p><img src=\"https://static.tigerbbs.com/d3513f8995dafcafdcaee41497c630a8\" tg-width=\"480\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft stated that it has lowered its revenue and profit outlook for the fourth fiscal quarter due to negative foreign exchange factors. Microsoft said it expects foreign exchange to have an impact of $460 million, lowering its earnings per share guidance range to between $2.24 and $2.32, from its previous forecast of $2.28 to $2.35. In addition, the company lowered its revenue guidance range to $51.94 billion to $52.74 billion, compared to its previous forecast of $52.4 billion to $53.2 billion.</p><p>On June 7, Target warned investors that the company's profits would be impacted in the short term as it would cut unwanted items, cancel orders, and take aggressive measures to eliminate excess inventory in response to a wave of heavily discounted or clearance sales. Target expects its operating margin to be around 2% in the second quarter.</p><p>Secondly, retail giants<a href=\"https://laohu8.com/S/WMT\">Walmart</a>They also lowered their profit forecasts; The company stated that it expects earnings per share to decline by approximately 1% in fiscal year 2023, compared to its previous forecast of mid-single-digit growth. Gap (GPS.US) also significantly lowered its full-year guidance for fiscal year 2022 when announcing its first-quarter results; Compared to the previous year, revenue is expected to decline by low to mid-single digits, while earnings per share under non-GAAP accounting standards are expected to be between $0.30 and $0.60, with analysts generally expecting the high end of the range to be $1.30.</p><p>Cisco lowered its full-year earnings forecast from $3.41 to $3.46 per share to $3.29 to $3.37. Analysts had previously expected the company to earn $3.44 per share for the full year. Based on the latest guidance, full-year revenue growth is expected to be 2% to 3%, lower than the previous forecast of 5.5% to 6.5%. Looking ahead to the fourth quarter of fiscal year 2022, Cisco expects revenue to decline by 1% to 5.5%, with adjusted earnings per share of 76 cents to 84 cents.</p><p>However, some investors and companies still firmly believe that the situation in the US stock market will improve and raised their 2022 earnings forecasts in the past month. The sectors whose average second-quarter earnings forecasts for the S&P 500 have been raised include energy, industrial, materials, real estate, IT, and healthcare.</p><p><img src=\"https://static.tigerbbs.com/f4f23e67c8c115c726514f47e669b085\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>Previously, Albemarle, the world's largest lithium producer, raised its 2022 fiscal year earnings guidance for the second time. Arpels currently projects sales of $5.8 billion to $6.2 billion for the full year of 2022, higher than the previous forecast of $5.2 billion to $5.6 billion. Among them, the adjusted EBITDA of the lithium business is expected to increase by about 300% year-on-year, higher than previously expected.</p><p><a href=\"https://laohu8.com/S/M\">Macy's</a>In announcing its first-quarter results, the company reiterated its expected sales of $24.46 billion to $24.7 billion in 2022, remaining flat year-over-year to grow by 1.0%. In light of share buybacks in the first quarter of 2022 and improved credit card revenue expectations, the company has raised its 2022 adjusted diluted earnings per share guidance range to $4.53-$4.95, up from the previous guidance range of $4.13-$4.52.</p><p>However, some investors and analysts warn that earnings forecasts for some companies look overly optimistic given the growing risk of a recession during the upcoming corporate earnings season.</p><p>Gloomy earnings outlook puts pressure on US stocks</p><p>According to Evercore data, historically, companies' real revenue during economic recessions tends to decline by about 15% year-over-year. This means that total earnings per share for the S&P 500 could fall from the $227 expected this year to around $192 in 2023. If the S&P 500's current expected earnings multiple remains unchanged, the index will fall to around 3,000 points by the end of this year.</p><p>Many investment banks are pessimistic about the impact of this earnings season on the performance of US stocks.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>They stated that there are already signs that earnings forecasts for the coming months will be significantly lowered. According to his view on US stock earnings, a reasonable level for the S&P 500 is 3400-3500 points, which is about 11% lower than the current level. The bank stated, \"The bear market is not over unless earnings expectations are lowered to a more reasonable level or valuations reflect this risk.\"</p><p>Absolute Strategy Research surveyed the expectations of investors who manage a total of $5.2 trillion in assets. The company's data shows that the probability of global corporate profits rising a year later has dropped to 37%, the lowest level since the end of 2015. The survey also found that there is a 53% chance that stock investments will outperform bonds in the next 12 months, a record low.</p><p>Barron's points out that the second-quarter earnings season will greatly influence the models analysts use when making forecasts in the third and fourth quarters. The current general expectation is that profits will grow by 11% to 13% in the second and third quarters. However, if the second-quarter earnings performance is poor or management lowers its future guidance, it may mean that analysts will lower their profit forecasts for the next two quarters, which will put more pressure on the stock market, which has already fallen 21% so far this year.</p><p>Led by Jamie Fahy<a href=\"https://laohu8.com/S/C\">Citi</a>Strategists released a report stating that although global stock markets struggled through the first half of 2022, the pain may not be over yet. In their report, the bank's strategists wrote that investors are already troubled by runaway inflation and the potential impact of tightening policies aimed at controlling inflation, and the prospect of lowered corporate earnings expectations will be the latest headwind for investors. The bank added that resilient corporate earnings have been one of the few factors supporting the stock market this year, so any signs of a crack would worry investors, given that lower valuations have driven the stock market rebound in recent weeks.</p><p>“Corporate earnings rarely revise downwards, and people are still overly optimistic,” said Francesco Cudrano, an advisor at Simplify Partners. “That’s why we expect another correction when we release results, and with this volatility, there’s a real risk of being hit.” Cudrano added that Simplify Partners has been reducing its stock exposure and increasing cash, and expects the stock market to fall 15-20%.</p><p>Eric Johnston, head of equity derivatives and cross-assets at Cantor Fitzgerald, said: “Negative guidance could emerge at any time now. Revenue and profit margins are at risk. We don’t think the Fed will stop rate hike for at least four months, even if economic growth slows and the stock market falls sharply.”</p><p>conclusion</p><p>Concerns about corporate performance may support the view that stock market valuations remain overvalued even after this year's sharp decline, following persistent pessimistic predictions about the U.S. economy and significant rate hike by the Federal Reserve. According to Barclays, the stock market may have difficulty finding a bottom before profit forecasts are lowered. This is because high profit expectations \"sensory compress\" company valuations to levels that could mislead investors.</p><p>In conclusion, as the risk of a US economic recession increases, last year's phenomenal performance is unlikely to be repeated. In the current environment, the performance prospects of US stock companies are not optimistic, and US stock investors can only hope that the upcoming earnings season will pass smoothly. This is another red flag for anyone looking to buy stocks at current levels.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/752714.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/752714.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250981695","content_text":"自1月触及纪录高位以来，美股已蒸发逾万亿美元，目前仍陷于熊市。本周二季度美股财报季将拉开序幕，美股走势或将受到影响。一方面，企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已下调业绩指引。而另一方面，也有一些企业仍坚信美股的情况会出现改善，并在过去一个月上调了2022年的盈利预测。股票估值已经跌破历史平均水平，这可能会吸引逢低买入的投资者。但是，一些投资者和分析师警告称，即将到来的财报季可能导致全球股价再度大幅下跌，因衰退风险不断加大，企业盈利预估不乐观。众多企业下调业绩指引美联储大幅加息给企业带来了新的损失，大幅加息可能会打击需求，增加了经济衰退的可能性，给美股业绩指引带来了更大的压力。企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已下调了业绩指引。目前，标普指数中有103家公司已经发布了2022年Q2每股收益(EPS)指引。在这103家公司中，72家公司发布了负面EPS指引，31家公司发布了正面EPS指引。这是自2019年第四季度(73家)以来，标普500指数企业中发布季度EPS负面指引企业数量最多的一次。目前，标普500指数中发布2022年第二季度负面EPS指引的公司比例为70%(103家公司中有72家)，高于60%的5年平均水平和67%的10年平均水平。截至目前，标普指数中有245家公司已经发布了2022年全年EPS指引。在这245家公司中，136家公司发布了负面EPS指引，109家公司发布了正面EPS指引。发布负面EPS指引的公司比例为56%(245家公司中的136家)。如果一家公司提供的指引(或区间指引的中点)低于该指引发布前一天的平均EPS，则该指引被列为负面指引。如果该公司提供的指引(或指引区间的中点)高于该指引发布前一天的平均EPS，则该指引被归为正面指引。总体上而言，在对标普500指数成份股公司盈利预期的修正方面，分析师总体下调了2022年第二季度的盈利预期。迄今为止，分析师和企业已经下调了第二季度的盈利预期。标普500指数预计将录得自2020年第四季度以来最低的盈利增长。按每股计算，自3月31日以来，第二季度预期收益下降了0.9%。虽然这一降幅低于5年平均水平(-2.3%)、10年平均水平(-3.3%)和15年平均水平(-4.7%)的季度水平，但也是自2020年第二季度(-37.0%)以来季度每股收益预期的第二大降幅。由于发布负面EPS指引的公司数量增多，以及对盈利预期的向下修正，2022年第二季度的预期盈利(同比)增长率现在相对于第二季度开始有所下降。截至今日，根据计算，标普500指数成分公司将公布的二季度盈利预计将同比增长4.3%，而3月31日的预期为5.9%。如果将二季度的实际盈利年化增长率定为4.3%，这将是自2020年第四季度(3.8%)以来的最低水平。目前已有一些企业开始下调业绩预期。例如，微软和思科等公司近几周都宣布了黯淡的财务指引。其中，波音、零售商塔吉特在过去四周中二季度EPS预期被下调的幅度居前。微软表示，受外汇负面因素影响，下调公司第四财季的营收和盈利前景。微软表示，预计外汇将带来4.6亿美元的影响，将每股收益指引区间下调至2.24-2.32美元之间，此前预期为2.28-2.35美元。另外，该公司还下调营收指引区间至519.4亿-527.4亿美元之间，此前预期为524亿-532亿美元。6月7日，塔吉特警告投资者称，公司的利润将在短期内受到冲击，因为该公司将削减不需要的品项，取消订单，并采取积极措施消除额外库存，以应对一波大幅打折或清仓的商品潮。塔吉特预计第二季度的营业利润率将在2%左右。其次，零售巨头沃尔玛也下调了利润预期;该公司表示，预计与此前预期的中个位数增长相比，预期2023财年每股收益将下降约 1%。Gap(GPS.US)也在公布一季度业绩时大幅下调2022财年全年指引;与上年相比，预计营收将出现中低单位数下降，而在非公认会计准则下的每股收益预计将在0.30-0.60美元之间，分析师普遍预期区间高端为1.30美元。思科将其全年收益预期从此前的每股3.41美元至3.46美元下调至3.29美元至3.37美元。分析师此前预计该公司全年每股收益为3.44美元。按最新的指引计算，全年营收增长将为2%至3%，低于此前5.5%至6.5%的预期。展望22财年的第四季度，思科预计营收将下降1%至5.5%，调整后每股收益为76美分至84美分。不过，也有一些投资者和企业仍坚信美股的情况会出现改善，在过去一个月上调了2022年的盈利预测。在标普500指数盈利预期二季度平均已上调的板块依次包括能源、工业、材料、房地产、IT、医疗保健。此前，全球最大的锂生产商美国雅宝第二次上调了其2022财年业绩指引。美国雅宝目前预计2022年全年的销售额为58亿-62亿美元，高于此前预期的52亿-56亿美元。其中，锂业务调整后EBITDA预计同比增长约300%，高于此前预期。梅西百货在公布一季度业绩时重申，预计2022年销售额为244.6亿至247亿美元，同比持平至增长1.0%。考虑到2022年第一季度的股票回购，以及信用卡收入预期的改善，公司将2022年调整后摊薄每股收益指引区间上调至4.53-4.95美元，此前的指引区间为4.13-4.52美元。但是，一些投资者和分析师警告称，即将到来的企业财报季，鉴于衰退风险不断加大，一些企业盈利预估看起来过于乐观。黯淡业绩前景令美股承压根据Evercore的数据，从历史上看，经济衰退期间的企业实际收入往往同比下降约15%。这意味着标普500指数的总每股收益可能会从今年预期的227美元降至2023年的192美元左右。如果保持标普500指数当前的预期盈利倍数不变，到今年年底该指数将降至3000点左右。众多投行对此次财报季对美股的走势影响都较为悲观。摩根士丹利表示，已经有迹象显示，未来几个月的盈利预期将被大幅下调。根据其对美股财报盈利的看法，标普500指数的合理点位在3400-3500点，比当前水平低约11%。该行表示：“除非盈利预期下调至更合理的水平，或估值反映出这种风险，否则熊市还没有结束。”Absolute Strategy Research对总管理着5.2万亿美元资产的投资者的预期进行了调查。该公司的数据显示，一年后全球企业盈利上升的可能性已降至37%，为2015年底以来的最低水平。该调查还发现，未来12个月股票投资回报率超过债券的可能性为53%，创下历史新低。巴伦周刊指出，二季度财报季的情况将在很大程度上影响第三和第四季度分析师在做预测时使用的模型，目前的普遍预期是二、三季度利润都会出现11%到13%的增长，但如果二季度财报表现不佳，或管理层下调未来业绩指引，这可能意味着分析师将下调未来两个季度的利润预期，而这将给今年迄今已经下跌了21%的股市带来更多压力。以Jamie Fahy为首的花旗策略师发表报告表示，尽管全球股市艰难度过了2022年上半年，但痛苦可能尚未结束。该行策略师在报告中写道，投资者已经被失控的通胀和旨在控制通胀的紧缩政策的潜在影响所困扰，而企业盈利预期被下调的前景将是投资者面临的最新阻力。该行补充道，具备弹性的企业盈利是今年为数不多支撑股市的因素之一，因此，考虑到较低的估值推动股市在近几周反弹，任何出现裂痕的迹象都会令投资者感到担忧。Simplify Partners顾问Francesco Cudrano表示：“企业盈利很少向下修正，人们仍然过于乐观。这就是为什么我们预计在公布业绩时将出现另一次修正，而且在这种波动下，真的有遭受打击的风险。”Cudrano表示，Simplify Partners一直在削减股票敞口，增加现金，预计股市将下跌15-20%。Cantor Fitzgerald股票衍生品和交叉资产主管Eric Johnston称:“现在任何时候都可能出现负面指引。收入和利润率都面临风险。我们认为美联储至少在四个月内不会停止加息，即使经济成长放缓，即使股市大幅走低。”结论在美国经济唱衰声不断、美联储大幅加息后，对企业业绩的担忧可能会支持这样一种观点，即即使在今年大幅下跌之后，股市估值仍过高。根据巴克莱的说法，在利润预期被调低之前，股市可能很难找到底部。这是因为高利润预期会“感观上压缩”公司估值，使其达到可能误导投资者的水平。总而言之，在美国经济陷入衰退的风险渐渐变大之际，去年狂热的业绩很难再现，在当前环境下，美股企业的业绩前景不太乐观，目前美股投资者只能期望即将到来的财报季平缓渡过。对于任何想以当前水平购买股票的人来说，这是另一个危险信号。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053123719,"gmtCreate":1654501139731,"gmtModify":1676535458461,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053123719","repostId":"1123325548","repostType":4,"repost":{"id":"1123325548","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":1654495810,"share":"https://ttm.financial/m/news/1123325548?lang=en_US&edition=fundamental","pubTime":"2022-06-06 14:10","market":"other","language":"zh","title":"The Hang Seng Tech Index rose 3%, while Beike rose about 13%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123325548","media":"老虎资讯综合","summary":"6月6日，恒生科技指数涨3%，贝壳涨约13%，理想汽车涨约12%，美团涨约9%，比亚迪涨近6%。","content":"<p><html><head></head><body>On June 6, the Hang Seng Tech Index rose 3%.<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>It rose about 13%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose about 12%, while Meituan rose about 9%.<a href=\"https://laohu8.com/S/002594\">BYD</a>It rose nearly 6%.<img src=\"https://static.tigerbbs.com/e12133d42e27dfb827cbcd38b301a72d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f28f1681785a539b310d11073dc6047d\" 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 Hang Seng Tech Index rose 3%, while Beike rose about 13%.</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Hang Seng Tech Index rose 3%, while Beike rose about 13%.\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\">2022-06-06 14:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On June 6, the Hang Seng Tech Index rose 3%.<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>It rose about 13%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose about 12%, while Meituan rose about 9%.<a href=\"https://laohu8.com/S/002594\">BYD</a>It rose nearly 6%.<img src=\"https://static.tigerbbs.com/e12133d42e27dfb827cbcd38b301a72d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f28f1681785a539b310d11073dc6047d\" 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/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"BEKE":"贝壳","BK4505":"高瓴资本持仓","BK4079":"房地产服务","BK4548":"巴美列捷福持仓","BK4526":"热门中概股","02015":"理想汽车-W","02423":"贝壳-W","BK4504":"桥水持仓","HSTECH":"恒生科技指数","BK4509":"腾讯概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123325548","content_text":"6月6日，恒生科技指数涨3%，贝壳涨约13%，理想汽车涨约12%，美团涨约9%，比亚迪涨近6%。","news_type":1,"symbols_score_info":{"BEKE":0.9,"02423":0.9,"HSTECH":0.9,"02015":0.9}},"isVote":1,"tweetType":1,"viewCount":1724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061173594,"gmtCreate":1651591409152,"gmtModify":1676534932431,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061173594","repostId":"1171403459","repostType":4,"repost":{"id":"1171403459","kind":"news","pubTimestamp":1651591243,"share":"https://ttm.financial/m/news/1171403459?lang=en_US&edition=fundamental","pubTime":"2022-05-03 23:20","market":"sh","language":"zh","title":"Several \"Maotai\" stocks have been shortlisted as top stocks by securities firms in May! Looking ahead, the market will focus on two main themes (with stocks).","url":"https://stock-news.laohu8.com/highlight/detail?id=1171403459","media":"中国证券报","summary":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股","content":"<p><div>Following the conclusion of the A-share market in April, major securities firms have recently released their investment portfolios and strategic views for May. According to incomplete statistics, as of May 3, 21 securities firms, including CITIC Securities, Guoxin Securities, China Galaxy Securities, and Huatai Securities, have released their investment portfolios for May 2022, recommending nearly 160 monthly top A-share and Hong Kong stocks. Kweichow Moutai and \"Securities King\" Eastmoney are the most favored. In addition, industry leaders such as \"Waterproof King\" and \"Duty-Free King\" have also received joint recommendations from multiple securities firms. Regarding the market trend in May, institutions believe that a glimmer of hope has appeared, but they need to patiently wait for policies to take effect. Overall, the market is likely to remain consolidating. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web page link</a></div></p>","source":"zgzqb","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>Several \"Maotai\" stocks have been shortlisted as top stocks by securities firms in May! Looking ahead, the market will focus on two main themes (with 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\">\nSeveral \"Maotai\" stocks have been shortlisted as top stocks by securities firms in May! Looking ahead, the market will focus on two main themes (with stocks).\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-05-03 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Following the conclusion of the A-share market in April, major securities firms have recently released their investment portfolios and strategic views for May. According to incomplete statistics, as of May 3, 21 securities firms, including CITIC Securities, Guoxin Securities, China Galaxy Securities, and Huatai Securities, have released their investment portfolios for May 2022, recommending nearly 160 monthly top A-share and Hong Kong stocks. Kweichow Moutai and \"Securities King\" Eastmoney are the most favored. In addition, industry leaders such as \"Waterproof King\" and \"Duty-Free King\" have also received joint recommendations from multiple securities firms. Regarding the market trend in May, institutions believe that a glimmer of hope has appeared, but they need to patiently wait for policies to take effect. Overall, the market is likely to remain consolidating. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171403459","content_text":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股及港股月度金股，贵州茅台及“券茅”东方财富最受看好，此外，“防水茅”“免税茅”等行业龙头也获得多家券商联合推荐。对于5月市场行情走势，机构认为曙光已现，但需耐心等待政策发力，整体上或仍以盘整为主。从配置思路看，5月券商更青睐相对高景气的稳增长及消费方向。行业茅布局价值受推崇从已发布的报告看，贵州茅台是券商5月最看好的个股，公司获得了中国银河、开源证券、华泰证券、国联证券、平安证券、东北证券、山西证券共7家券商的联合推荐。2022年一季度贵州茅台归母净利润实现了23.6%的同比增幅，华泰证券认为，公司攻守兼备，短期疫情影响及宏观环境不确定背景下，公司依靠需求韧性和自身的经营改革深化，业绩增长有望逆势提速。长期看，公司优秀的品牌力和强大的定价权支撑发展动能仍足。“券茅”东方财富5月同样入围了7家券商的金股名单，推荐券商包括中信建投、中国银河、开源证券、东吴证券、东亚前海证券、华安证券、山西证券。中信建投认为，东方财富中长期受益于资本市场扩容与财富管理，整体业绩体现为向上弹性较大，向下弹性较低的特征，当前时点建议配置。券商5月推荐次数居前的金股中，有不少属于各行各业的“行业茅”，如“防水茅”东方雨虹、“免税茅”中国中免、“地茅”万科A、“猪茅”牧原股份；此外，“海运茅”中远海控、“奶茅”伊利股份、“光伏茅”隆基股份、“车茅”比亚迪等也获得部分券商推荐。券商5月推荐次数居前金股数据来源：券商研报从所属申万一级行业分布情况看，券商5月推荐金股属于食品饮料行业的最多，合计14只；属于机械设备、电力设备、电子三大行业个股分别有11只、10只、10只；基础化工、医药生物、计算机等行业“金股”分布也较为密集。21家券商5月金股名单数据来源：券商研报曙光已现 耐心等待政策发力“五一”假期后A股市场将如何演绎？目前，多数券商对5月行情仍持较为谨慎的态度。中国银河证券认为，国内疫情反复对于经济的影响是投资者主要的担忧之一，俄乌地缘冲突持续导致供给冲击带来的商品价格上涨的风险仍不可忽视。同时，5月初美联储第二次加息和缩表计划都大概率落地，外围的风险扰动虽仍在，但应该将关注点回归国内稳增长的情况。当前曙光已现，需耐心等待政策发力以及投资者预期和信心修复。光大证券认为，未来市场仍有一定压力，但积极因素的增加有望“稳住”市场：当前国内经济和A股盈利仍有一定压力，但国内疫情的缓和也有助于缓解市场的悲观情绪；另一方面，中央财经委会议强调全面加强基础设施建设，构建现代化基础设施体系，未来更多稳增长相关的政策或将出台。近期A股市场迎来超跌反弹，对此平安证券认为，主要受到近期疫情形势出现边际好转和支持政策加码落地的催化。不过，考虑到目前内需仍然偏弱，经济底大概率在二季度确认，更多实质性政策有待落地，A股市场5月预计整体仍以盘整为主。伴随着一季报披露完毕，山西证券认为市场有望重回结构性修复行情，但此次疫情对供应链的冲击较为明显，部分行业的预期修复仍有待业绩印证，海外紧缩周期后全球金融环境仍面临一定不确定性，或对市场风险偏好产生阶段性冲击。关注稳增长及消费方向对于后市配置，5月份，券商对于相对高景气的稳增长及消费方向关注度较高。光大证券认为，稳增长方向或将是资本市场最重要的主线之一，而历史上历次固定资产投资增速上行区间，“稳增长”相关板块均表现突出。看好传统基建方向的建筑、建材、银行、地产等行业，以及新基建方向的风电、光伏等行业。对于消费板块，东北证券认为，市场对于疫情的担忧已经有所缓解，后续在“科学防疫”政策以及数字化治理、特效药与疫苗的推行下，需求有望得到释放，酒店餐饮、旅游及景区、体育和餐饮等大众消费板块有望迎来边际改善。开源证券建议，投资者5月配置“六成进攻成长，四成防御价值”，具体看好三类方向：成长属性，包括“新半军”(新能源、半导体和军工)、高端制造业等产业链；疫情后修复，包括互联网物流平台，新能源汽车、半导体产业链修复等；食品饮料等必选消费方向。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063564106,"gmtCreate":1651496261619,"gmtModify":1676534915906,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063564106","repostId":"1164975751","repostType":4,"repost":{"id":"1164975751","kind":"news","pubTimestamp":1651495517,"share":"https://ttm.financial/m/news/1164975751?lang=en_US&edition=fundamental","pubTime":"2022-05-02 20:45","market":"sh","language":"zh","title":"After the holiday, these companies sounded the delisting alarm! Did you step on a landmine?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164975751","media":"中国证券报","summary":"对于一些上市公司来说，这个“五一”假期并不好过。假期过后，有些公司将“披星戴帽”，还有一些公司在假期前已收到交易所有关告知，拉响了退市警报，正在等待交易所的最后决定程序。30家公司将“披星戴帽”据中证","content":"<p><div>For some listed companies, this May Day holiday will not be easy. After the holiday, some companies will be designated as \"special treatment\" stocks, while others have already received relevant notices from the stock exchange before the holiday, sounding the delisting alarm and are awaiting the exchange's final decision. According to incomplete statistics from China Securities Journal, 30 companies will be designated as special treatment stocks after the May Day holiday. The reasons for being designated as a \"special treatment\" company vary from company to company. Some companies are designated as having financial indicators, while others are designated as having received internal control audit reports from accounting firms that did not express an opinion or had an adverse opinion. Zhangzidao stated that...</p><p><a href=\"https://mp.weixin.qq.com/s/5TXrH5y7H5p7FzF48mqB2g\">Web page link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After the holiday, these companies sounded the delisting alarm! Did you step on a landmine?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter the holiday, these companies sounded the delisting alarm! Did you step on a landmine?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-05-02 20:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>For some listed companies, this May Day holiday will not be easy. After the holiday, some companies will be designated as \"special treatment\" stocks, while others have already received relevant notices from the stock exchange before the holiday, sounding the delisting alarm and are awaiting the exchange's final decision. According to incomplete statistics from China Securities Journal, 30 companies will be designated as special treatment stocks after the May Day holiday. The reasons for being designated as a \"special treatment\" company vary from company to company. Some companies are designated as having financial indicators, while others are designated as having received internal control audit reports from accounting firms that did not express an opinion or had an adverse opinion. Zhangzidao stated that...</p><p><a href=\"https://mp.weixin.qq.com/s/5TXrH5y7H5p7FzF48mqB2g\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/5TXrH5y7H5p7FzF48mqB2g\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","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/5TXrH5y7H5p7FzF48mqB2g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164975751","content_text":"对于一些上市公司来说，这个“五一”假期并不好过。假期过后，有些公司将“披星戴帽”，还有一些公司在假期前已收到交易所有关告知，拉响了退市警报，正在等待交易所的最后决定程序。30家公司将“披星戴帽”据中证君不完全统计，五一假期过后，有30家公司将“披星戴帽”。各家公司被“披星戴帽”的理由不尽相同，有的是触及财务类指标，有的是被会计师事务所出具了无法表示意见或者否定意见的内部控制审计报告。獐子岛表示，公司最近三个会计年度扣除非经常性损益前后净利润孰低者均为负值，且会计师为公司2021年度出具了带有持续经营重大不确定性段落的无保留意见的审计报告，因此触及相关规定，公司股票将于5月6日开市起被实施其他风险警示。公告显示，2019年-2021年獐子岛扣非后净利润分别为-1.86亿元、-1.44亿元、-1.03亿元。同时，会计师事务所认为，獐子岛公司截至2021年12月31日累计未分配利润余额为-19.11亿元，资产负债率达96.31%，流动资产低于流动负债，2021年度归属于母公司净利润为734.39万元，且因证券虚假陈述涉诉事项，公司被冻结资金3815.91万元，公司持续经营能力存在重大不确定性。国华网安、深大通、宏达新材、日海智能等是因为触及了公司最近一年被出具无法表示意见或者否定意见的内部控制审计报告或者鉴证报告而被ST。另外，有部分上市公司则因触及多项规定被叠加实施风险警示。以ST东洋为例，公司因存在控股股东非经营性占用资金情形，于2019年2月18日被实施“其他风险警示”处理。而后因公司主要银行账号被冻结、2018年-2020年实现归属于母公司股东的净利润为负，会计师事务所对公司2021年内部控制出具了否定意见的鉴证报告，该报告鉴证了公司在内部控制方面存在重大缺陷，多次被叠加实施“其他风险警示”。这些股票拉响退市警报此外，还有不少公司在假期前收到交易所告知，拉响了退市警报，等待交易所的最后决定程序。仅4月30日，沪深两市就有13家公司披露了关于退市情况的专项报告。图片来源：深交所图片来源：上交所上述上市公司因各类缘由触发退市，拟被终止上市。有的是连续被出具无法表示意见的审计报告，有的则是多项因素叠加。例如，*ST科迪因2020年度财务会计报告被会计师事务所出具无法表示意见的审计报告，被实施“其他风险警示”及“退市风险警示”。2021年公司财务会计报告被会计师事务所再次出具无法表示意见的审计报告，触及了终止上市条款，公司股票将于5月5日起停牌。深交所自公司股票停牌之日起五个交易日内，向公司发出拟终止公司股票上市的事先告知书。*ST西水因2020年度经审计的净利润为负值且营业收入低于人民币1亿元、2020年度财务会计报告被出具无法表示意见审计报告和公司2020年度内部控制被出具否定意见的审计报告，根据上交所相关规定，公司股票已被实施“退市风险警示”处理。由于公司2021年度财务报告被出具了无法表示意见的审计报告，触发退市条件。公司股票将于5月5日起停牌。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087705004,"gmtCreate":1651048691764,"gmtModify":1676534840640,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087705004","repostId":"1180053672","repostType":4,"repost":{"id":"1180053672","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":1651047040,"share":"https://ttm.financial/m/news/1180053672?lang=en_US&edition=fundamental","pubTime":"2022-04-27 16:10","market":"us","language":"zh","title":"Pre-market activity | Chinese concept stocks rebounded first! Microsoft's post-earnings celebration","url":"https://stock-news.laohu8.com/highlight/detail?id=1180053672","media":"老虎资讯综合","summary":"4月27日，美股三大股指期货短线拉升，道指期货涨1.11%，纳指期货涨1.15%，标普500指数期货涨1.04%。热门中概股盘前走高，理想汽车涨超6%，京东、小鹏汽车涨近5%，拼多多、百度涨超3%，阿","content":"<p><html><head></head><body>On April 27, U.S. stock index futures rose in the short term, with Dow Jones Industrial Average futures up 1.11%, Nasdaq Composite futures up 1.15%, and S&P 500 futures up 1.04%.</p><p><img src=\"https://static.tigerbbs.com/af8d41b1af280fc1b40d70f1af5d84b5\" tg-width=\"385\" tg-height=\"182\" referrerpolicy=\"no-referrer\"/></p><p>Popular Chinese concept stocks rose in pre-market trading.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 6%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It rose nearly 5%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose more than 3%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>It rose more than 2%;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>The stock fell more than 8% in pre-market trading, and at one point during Tuesday's session, it fell more than 40% and triggered circuit breakers multiple times;</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The stock rose more than 5% in pre-market trading after Q3 revenue increased by 18% year-on-year, exceeding expectations.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Revenue from cloud and other businesses all recorded growth;</p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>The stock fell 2.38% in pre-market trading after Q1 revenue increased by 23% year-on-year, the lowest year-on-year growth rate since the end of 2020.</p><p><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>The stock fell nearly 2% in pre-market trading, with miss the market expectation outlook for Q2 sales and earnings.</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>The stock rose 6.52% in pre-market trading after the company reached a purchase agreement with Saudi Arabia for up to 100,000 electric vehicles.</p><p>American toy manufacturers<a href=\"https://laohu8.com/S/MAT\">Mattel</a>The stock rose 11.7% in pre-market trading after reports that Mattel is seeking to sell the company and has already...<a href=\"https://laohu8.com/S/APO\">Apollo Global Management</a>The company is in negotiations with acquiring companies such as L Catterton;</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The stock fell 6% in pre-market trading as market concerns exceeded rising borrowing costs, leading to increased profit margins.</p><p><a href=\"https://laohu8.com/S/V\">Show</a>The stock rose nearly 5% in pre-market trading after Q1 revenue and profit both exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/GM\">general motors</a>The stock rose 2.5% in pre-market trading after adjusted earnings per share for the first quarter exceeded expectations.</p><p><a href=\"https://laohu8.com/S/JKS\">Jinko Solar</a>The stock rose 4.5% in pre-market trading. The conversion efficiency of the company's 182 N-type high-efficiency monocrystalline silicon cells has been tested and certified by a third party of the China Academy of Metrology, and the conversion efficiency of full-stack cells has reached 25.7%.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market activity | Chinese concept stocks rebounded first! Microsoft's post-earnings celebration</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market activity | Chinese concept stocks rebounded first! Microsoft's post-earnings celebration\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\">2022-04-27 16:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 27, U.S. stock index futures rose in the short term, with Dow Jones Industrial Average futures up 1.11%, Nasdaq Composite futures up 1.15%, and S&P 500 futures up 1.04%.</p><p><img src=\"https://static.tigerbbs.com/af8d41b1af280fc1b40d70f1af5d84b5\" tg-width=\"385\" tg-height=\"182\" referrerpolicy=\"no-referrer\"/></p><p>Popular Chinese concept stocks rose in pre-market trading.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 6%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It rose nearly 5%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose more than 3%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>It rose more than 2%;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>The stock fell more than 8% in pre-market trading, and at one point during Tuesday's session, it fell more than 40% and triggered circuit breakers multiple times;</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The stock rose more than 5% in pre-market trading after Q3 revenue increased by 18% year-on-year, exceeding expectations.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Revenue from cloud and other businesses all recorded growth;</p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>The stock fell 2.38% in pre-market trading after Q1 revenue increased by 23% year-on-year, the lowest year-on-year growth rate since the end of 2020.</p><p><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>The stock fell nearly 2% in pre-market trading, with miss the market expectation outlook for Q2 sales and earnings.</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>The stock rose 6.52% in pre-market trading after the company reached a purchase agreement with Saudi Arabia for up to 100,000 electric vehicles.</p><p>American toy manufacturers<a href=\"https://laohu8.com/S/MAT\">Mattel</a>The stock rose 11.7% in pre-market trading after reports that Mattel is seeking to sell the company and has already...<a href=\"https://laohu8.com/S/APO\">Apollo Global Management</a>The company is in negotiations with acquiring companies such as L Catterton;</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The stock fell 6% in pre-market trading as market concerns exceeded rising borrowing costs, leading to increased profit margins.</p><p><a href=\"https://laohu8.com/S/V\">Show</a>The stock rose nearly 5% in pre-market trading after Q1 revenue and profit both exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/GM\">general motors</a>The stock rose 2.5% in pre-market trading after adjusted earnings per share for the first quarter exceeded expectations.</p><p><a href=\"https://laohu8.com/S/JKS\">Jinko Solar</a>The stock rose 4.5% in pre-market trading. The conversion efficiency of the company's 182 N-type high-efficiency monocrystalline silicon cells has been tested and certified by a third party of the China Academy of Metrology, and the conversion efficiency of full-stack cells has reached 25.7%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{".DJI":"道琼斯","MSFT":"微软",".IXIC":"NASDAQ Composite","LI":"理想汽车","BK4525":"远程办公概念",".SPX":"S&P 500 Index","XPEV":"小鹏集团","BK4097":"系统软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4527":"明星科技股","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","PDD":"拼多多","BK4576":"AR","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BIDU":"百度","TXN":"德州仪器","JD":"京东","BK4566":"资本集团","09618":"京东集团-SW","BK4528":"SaaS概念","SPY":"标普500ETF","APO":"阿波罗全球管理","BK4516":"特朗普概念","BK4535":"淡马锡持仓","GOOG":"谷歌","BABA":"阿里巴巴","BK4577":"网络游戏","BK4504":"桥水持仓","BK4538":"云计算","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","5RE.SI":"智能","BK4579":"人工智能","BK4550":"红杉资本持仓","NIO":"蔚来","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180053672","content_text":"4月27日，美股三大股指期货短线拉升，道指期货涨1.11%，纳指期货涨1.15%，标普500指数期货涨1.04%。热门中概股盘前走高，理想汽车涨超6%，京东、小鹏汽车涨近5%，拼多多、百度涨超3%，阿里巴巴、蔚来涨超2%；法拉第未来盘前跌超8%，该股周二盘中一度跌超40%且多次触发熔断；微软盘前涨超5%，Q3营收同比增长18%超预期，旗下智能云等业务收入均录得增长；谷歌盘前跌2.38%，Q1营收同比增长23%，为2020年末以来最低同比增速；德州仪器盘前跌近2%，Q2销售额及盈利展望不及市场预期；Lucid Group盘前涨6.52%，公司与沙特阿拉伯达成至多10万辆电动车的采购协议；美国玩具制造商美泰盘前涨11.7%，传美泰正寻求出售公司，已与阿波罗全球管理公司和L Catterton等收购公司进行谈判；德意志银行盘前跌6%，市场担忧经济衰退风险超借款成本上升带来利润率增长；Visa盘前涨近5%，Q1营收利润均超市场预期；通用汽车盘前涨2.5%，第一季度调整后每股收益超预期；晶科能源盘前涨4.5%，公司182 N型高效单晶硅电池转化效率经中国计量科学院第三方测试认证，全面积电池转化效率达到25.7%。","news_type":1,"symbols_score_info":{"5RE.SI":0.9,"SPY":0.9,"NQmain":0.9,".SPX":0.9,".IXIC":0.9,"XPEV":0.9,"JD":0.9,"QNETCN":0.9,"YMmain":0.9,"GOOG":0.9,"BABA":0.9,".DJI":0.9,"BIDU":0.9,"APO":0.9,"PDD":0.9,"NIO":0.9,"09618":0.9,"TTTN":0.9,"ESmain":0.9,"TXN":0.9,"LI":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087702445,"gmtCreate":1651048679441,"gmtModify":1676534840633,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/b95b499f1433803c2c0d233149988f5d","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087702445","isVote":1,"tweetType":1,"viewCount":2069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9087367561,"gmtCreate":1650957948216,"gmtModify":1676534823165,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087367561","repostId":"1186054355","repostType":4,"repost":{"id":"1186054355","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":1650953890,"share":"https://ttm.financial/m/news/1186054355?lang=en_US&edition=fundamental","pubTime":"2022-04-26 14:18","market":"us","language":"zh","title":"One picture to understand | Who is the most aggressive in the wave of new energy vehicle price increases?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186054355","media":"老虎资讯综合","summary":"年初至今，已经有多家新能源车企在中国地区对其车型进行价格调升。其中，蔚来ES8/ES6/EC6涨价1万元；小鹏的P7、P5、G3i车型分别累计涨价3.8万元、2.1万元、1.9万元；理想ONE累计涨价","content":"<p><html><head></head><body>Since the beginning of the year, several new energy vehicle companies have raised the prices of their models in China.</p><p>Among them, the Nio ES8/ES6/EC6 saw a price increase of 10,000 yuan;</p><p>XPeng has seen a cumulative price increase of 38,000 yuan, 21,000 yuan, and 19,000 yuan for its P7, P5, and G3i models, respectively.</p><p>The Li Auto ONE has seen a cumulative price increase of 12,000 yuan;</p><p>The price increases for the Tesla Model 3 and Model Y were 24,000 yuan and 36,000 yuan respectively.<img src=\"https://static.tigerbbs.com/f69d560683d1a464154365521053c1ad\" tg-width=\"1520\" tg-height=\"1726\" 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>One picture to understand | Who is the most aggressive in the wave of new energy vehicle price increases?</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\">\nOne picture to understand | Who is the most aggressive in the wave of new energy vehicle price increases?\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\">2022-04-26 14:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of the year, several new energy vehicle companies have raised the prices of their models in China.</p><p>Among them, the Nio ES8/ES6/EC6 saw a price increase of 10,000 yuan;</p><p>XPeng has seen a cumulative price increase of 38,000 yuan, 21,000 yuan, and 19,000 yuan for its P7, P5, and G3i models, respectively.</p><p>The Li Auto ONE has seen a cumulative price increase of 12,000 yuan;</p><p>The price increases for the Tesla Model 3 and Model Y were 24,000 yuan and 36,000 yuan respectively.<img src=\"https://static.tigerbbs.com/f69d560683d1a464154365521053c1ad\" tg-width=\"1520\" tg-height=\"1726\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车","09868":"小鹏集团-W","XPEV":"小鹏集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186054355","content_text":"年初至今，已经有多家新能源车企在中国地区对其车型进行价格调升。其中，蔚来ES8/ES6/EC6涨价1万元；小鹏的P7、P5、G3i车型分别累计涨价3.8万元、2.1万元、1.9万元；理想ONE累计涨价1.2万元；特斯拉Model3和ModelY涨幅分别为2.4万元和3.6万元。","news_type":1,"symbols_score_info":{"LI":0.9,"NIO":0.9,"XPEV":0.9,"09868":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087367827,"gmtCreate":1650957928164,"gmtModify":1676534823138,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01258\">$中国有色矿业(01258)$</a>hi","listText":"<a href=\"https://ttm.financial/S/01258\">$中国有色矿业(01258)$</a>hi","text":"$中国有色矿业(01258)$hi","images":[{"img":"https://community-static.tradeup.com/news/6f342eecc3cf6bdc6988f67587a8eec8","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087367827","isVote":1,"tweetType":1,"viewCount":2419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084255591,"gmtCreate":1650879063335,"gmtModify":1676534807851,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084255591","repostId":"2230123391","repostType":4,"repost":{"id":"2230123391","kind":"highlight","pubTimestamp":1650871923,"share":"https://ttm.financial/m/news/2230123391?lang=en_US&edition=fundamental","pubTime":"2022-04-25 15:32","market":"us","language":"zh","title":"With the 10-year US Treasury yield hitting 3%, what impact will this have on the market?","url":"https://stock-news.laohu8.com/highlight/detail?id=2230123391","media":"智通财经网","summary":"上周，美国10年期国债收益率触及2.94%，为2018年底的最高水平。这也比年初约1.6%的水平大幅跃升。这种情况意义重大，因为10年期美国国债收益率被认为是各种抵押贷款和贷款利率的基准。俄乌冲突加剧","content":"<p><html><head></head><body>Last week, the yield on the 10-year U.S. Treasury Bond reached 2.94%, the highest level at the end of 2018. This is also a significant jump from the level of about 1.6% at the beginning of the year. This is significant because the 10-year U.S. Treasury Bond yield is considered a benchmark for various mortgage and loan interest rates.</p><p>The Russia-Ukraine conflict has exacerbated soaring inflation, raising concerns that it could harm consumer demand and drag down economic growth. In addition, the market is concerned that the Federal Reserve's plan to curb rapid price increases by sharply raising funds rates and generally tightening monetary policy could also plunge the economy into recession.</p><p>Therefore, investors have been selling bonds, which has pushed up yields because there is an inverse relationship between the two. So what impact will it have on the market if interest rates reach 3%?</p><p>Loans and mortgages</p><p>One consequence of rising yields is higher borrowing costs for debts such as consumer loans and mortgages.</p><p>Schroders investment strategist Whitney Sweeney said that in the upcoming school year, students who receive federal loans will feel the impact of higher 10-year yields on college loans.</p><p>“Interest rates are determined by Congress, which approved the margin for the 10-year Treasury bond auction in May,” she said, but she emphasized that due to pandemic relief measures, the interest rate on existing federal student loans is currently zero.</p><p>In addition, Sweeney stated that private variable-rate student loans are expected to rise as 10-year Treasury Bond yields climb.</p><p>Sweeney stated that mortgage rates tend to move in line with the 10-year U.S. Treasury Bond yield. \"Since the beginning of this year, we have seen a significant increase in mortgage rates,\"</p><p>bond</p><p>At the same time,<a href=\"https://laohu8.com/S/ING\">Dutch International</a>Antoine Bouvet, senior interest rate strategist at ING Group, said that rising government bond yields also mean higher returns on savings invested in fixed-income securities.</p><p>He added, \"This also means that it is less difficult for pension funds to invest and pay for future pensions.\"</p><p>However, regarding stock market investments, Bouvet stated that rising bond yields could pose greater challenges to the industries in which companies that tend to hold more bonds operate. This is related to technology companies and is partly the reason for the recent increase in volatility in the industry.</p><p>Similarly, Sweeney points out that when yields are close to zero, investors have no choice but to invest in riskier assets such as stocks to earn returns.</p><p>But with the 10-year U.S. Treasury Bond yield approaching 3%, both cash and bonds have become \"more attractive options because you can get higher returns without taking on too much risk.\"</p><p>Sweeney stated that short-term government bonds may be particularly attractive given that the market has already priced in the significant rate hike.</p><p>Stock</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>Senior macro strategist Zach Griffiths believes that understanding what rising yields mean for a company's future cash flow is also important when considering investing in stocks.</p><p>He stated that one approach to stock valuation is to predict the level of free cash flow a company is expected to generate. This is achieved by using the discount rate, which is an interest rate determined by the Treasury Bond yield. Discounting back to the current cash flow level gives the company its intrinsic value.</p><p>Griffiths stated, \"When these future cash flows are discounted back to the current interest rate at a lower rate, the present value of these cash flows (i.e., the company's intrinsic value) will be higher than when the interest rate is higher, because of the time value of money.\"</p><p>However, Griffiths said the stock market has generally withstood the uncertainty brought about by rising inflation, geopolitical tensions, and a more hawkish policy tone by the Federal Reserve.</p><p>Griffiths also emphasized that the 3% yield on the 10-year U.S. Treasury Bond is largely a \"psychological level\" because it does not represent a significant increase from current interest rates. He said Wells Fargo expects the 10-year Treasury Bond yield to exceed 3% by the end of this year, and does not rule out the possibility of reaching 3.5% or 3.75%, but emphasized that this is not the company's \"basic situation\".</p><p></body></html></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>With the 10-year US Treasury yield hitting 3%, what impact will this have on the market?</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\">\nWith the 10-year US Treasury yield hitting 3%, what impact will this have on the market?\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\">2022-04-25 15:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Last week, the yield on the 10-year U.S. Treasury Bond reached 2.94%, the highest level at the end of 2018. This is also a significant jump from the level of about 1.6% at the beginning of the year. This is significant because the 10-year U.S. Treasury Bond yield is considered a benchmark for various mortgage and loan interest rates.</p><p>The Russia-Ukraine conflict has exacerbated soaring inflation, raising concerns that it could harm consumer demand and drag down economic growth. In addition, the market is concerned that the Federal Reserve's plan to curb rapid price increases by sharply raising funds rates and generally tightening monetary policy could also plunge the economy into recession.</p><p>Therefore, investors have been selling bonds, which has pushed up yields because there is an inverse relationship between the two. So what impact will it have on the market if interest rates reach 3%?</p><p>Loans and mortgages</p><p>One consequence of rising yields is higher borrowing costs for debts such as consumer loans and mortgages.</p><p>Schroders investment strategist Whitney Sweeney said that in the upcoming school year, students who receive federal loans will feel the impact of higher 10-year yields on college loans.</p><p>“Interest rates are determined by Congress, which approved the margin for the 10-year Treasury bond auction in May,” she said, but she emphasized that due to pandemic relief measures, the interest rate on existing federal student loans is currently zero.</p><p>In addition, Sweeney stated that private variable-rate student loans are expected to rise as 10-year Treasury Bond yields climb.</p><p>Sweeney stated that mortgage rates tend to move in line with the 10-year U.S. Treasury Bond yield. \"Since the beginning of this year, we have seen a significant increase in mortgage rates,\"</p><p>bond</p><p>At the same time,<a href=\"https://laohu8.com/S/ING\">Dutch International</a>Antoine Bouvet, senior interest rate strategist at ING Group, said that rising government bond yields also mean higher returns on savings invested in fixed-income securities.</p><p>He added, \"This also means that it is less difficult for pension funds to invest and pay for future pensions.\"</p><p>However, regarding stock market investments, Bouvet stated that rising bond yields could pose greater challenges to the industries in which companies that tend to hold more bonds operate. This is related to technology companies and is partly the reason for the recent increase in volatility in the industry.</p><p>Similarly, Sweeney points out that when yields are close to zero, investors have no choice but to invest in riskier assets such as stocks to earn returns.</p><p>But with the 10-year U.S. Treasury Bond yield approaching 3%, both cash and bonds have become \"more attractive options because you can get higher returns without taking on too much risk.\"</p><p>Sweeney stated that short-term government bonds may be particularly attractive given that the market has already priced in the significant rate hike.</p><p>Stock</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>Senior macro strategist Zach Griffiths believes that understanding what rising yields mean for a company's future cash flow is also important when considering investing in stocks.</p><p>He stated that one approach to stock valuation is to predict the level of free cash flow a company is expected to generate. This is achieved by using the discount rate, which is an interest rate determined by the Treasury Bond yield. Discounting back to the current cash flow level gives the company its intrinsic value.</p><p>Griffiths stated, \"When these future cash flows are discounted back to the current interest rate at a lower rate, the present value of these cash flows (i.e., the company's intrinsic value) will be higher than when the interest rate is higher, because of the time value of money.\"</p><p>However, Griffiths said the stock market has generally withstood the uncertainty brought about by rising inflation, geopolitical tensions, and a more hawkish policy tone by the Federal Reserve.</p><p>Griffiths also emphasized that the 3% yield on the 10-year U.S. Treasury Bond is largely a \"psychological level\" because it does not represent a significant increase from current interest rates. He said Wells Fargo expects the 10-year Treasury Bond yield to exceed 3% by the end of this year, and does not rule out the possibility of reaching 3.5% or 3.75%, but emphasized that this is not the company's \"basic situation\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/708714.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/01a2250585debcbfce2b6436414f1631","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","IVV":"标普500ETF-iShares","PSQ":"做空纳斯达克100指数ETF-ProShares","GOVT":"iShares安硕核心美国国债ETF","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","BND":"债券指数ETF-Vanguard美国","DOG":"道指ETF-ProShares做空","ING":"荷兰国际","BK4504":"桥水持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","IEF":"债券指数ETF-iShares Barclays 7-10年","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares","BK4207":"综合性银行","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","WFC":"富国银行","DJX":"1/100道琼斯","SPY":"标普500ETF","SHY":"债券指数ETF-iShares Barclays 1-3年国债","SDS":"两倍做空标普500 ETF-ProShares","IEI":"iShares Barclays 3-7 Year 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Bouvet表示，政府债券利率的上升，也意味着投资于固定收益证券的储蓄回报更高。他补充称:“这也意味着，养老基金投资支付未来养老金的难度降低了。”不过，在股市投资方面，Bouvet表示，债券利率上升可能令那些往往持有更多债券的公司所在行业面临更大挑战。这与科技公司有关，也是该行业最近波动性加大的部分原因。同样，Sweeney指出，当收益率接近于零时，投资者别无选择，只能投资于股票等风险较高的资产以获得回报。但随着10年期美国国债收益率接近3%，现金和债券都成为“更有吸引力的选择，因为你可以在不承担太多风险的情况下获得更高的回报。”Sweeney表示，鉴于市场已经消化了大幅加息的因素，短期公债尤其可能更具吸引力。股票富国银行高级宏观策略师Zach  Griffiths认为，在考虑投资股票时，了解收益率上升对企业未来现金流意味着什么也很重要。他表示，对股票估值的一种方法是预测公司预计将产生的自由现金流水平。这是通过使用贴现率来实现的，贴现率是一种利率，由国债收益率决定。折现回到当前的现金流水平就得到了公司的内在价值。Griffiths表示:“当用于将这些未来现金流折现回当前的利率较低时，这些现金流的现值(即公司的内在价值)就会高于利率较高时，这是因为货币的时间价值。”不过，Griffiths表示，股市总体上顶住了通胀上升、地缘政治紧张局势以及美联储政策基调更加强硬所带来的不确定性。Griffiths还强调，3%的10年期美国国债收益率在很大程度上是一个“心理水平”，因为它不代表较当前利率有很大的上升。他说，富国银行预计10年期国债收益率今年年底可能超过3%，不排除触及3.5%或3.75%的可能性，但强调这不是该公司的“基本情况”。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SHY":0.6,"SPXU":0.6,"QID":0.6,"IVV":0.6,"OEF":0.6,"SH":0.6,"DDM":0.6,"NQmain":0.6,"BND":0.9,"UPRO":0.6,"WFC":0.66,"ZFmain":0.6,"DOG":0.6,"TNmain":0.6,"IEF":0.6,"SSO":0.6,"SDOW":0.6,"ESmain":0.6,"ING":1,"OEX":0.6,"SDS":0.6,"GOVT":0.6,".DJI":0.9,"QLD":0.6,"MNQmain":0.6,"SPY":0.66,"DXD":0.6,".IXIC":0.79,"TQQQ":0.6,"PSQ":0.6,"SQQQ":0.6,"QQQ":0.6,"IEI":0.6,".SPX":0.6,"DJX":0.6,"UBmain":0.6,"TLT":0.6,"ZBmain":0.6,"ZTmain":0.6,"UDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082770306,"gmtCreate":1650609691281,"gmtModify":1676534763455,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a 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06:00","market":"us","language":"zh","title":"GameStation reported better-than-expected Q1 revenue and plans to issue up to 5 million common shares.","url":"https://stock-news.laohu8.com/highlight/detail?id=2142460248","media":"老虎资讯综合","summary":"智通财经APP获悉，周三，游戏驿站在美股收盘后公布了截至2021年5月1日的2021财年一财季财报。因计划增发及收到美国证券交易委员会的调查通知，该股在盘后交易中一度大跌超12%。财报显示，公司期内营收约为12.8亿美元，超过预期的11.59亿美元。净亏损约为6700万美元，预期为5000万美元。每股亏损1.01美元，市场预期亏损0.75美元，去年同期亏损2.57美元。期内公司拥有现金及现金等价物约6.95亿美元。公司同时递交了招股说明书，拟出售多达500万股普通股。","content":"<p>After the US stock market closed on Wednesday, June 9th, Eastern Time,<a href=\"https://laohu8.com/S/GME\">Game Station</a>The company released its financial results for the first fiscal quarter of 2021, ending May 1, 2021, after the US stock market closed. The stock plummeted by more than 12% in after-hours trading due to a planned share issuance and receiving an investigation notice from the U.S. Securities and Exchange Commission.<img src=\"https://static.tigerbbs.com/558c37d97804f78bbd47992ec5d3a71f\" tg-width=\"696\" tg-height=\"523\" referrerpolicy=\"no-referrer\">The financial report shows that the company's revenue for the period was approximately US$1.28 billion, exceeding the expected US$1.159 billion. The net loss was approximately $67 million, compared to an expected $50 million. The company reported a loss of $1.01 per share, compared to market expectations of a loss of $0.75 and a loss of $2.57 in the same period last year. During the period, the company had cash and cash equivalents of approximately US$695 million.<img src=\"https://static.tigerbbs.com/0810f497f515a7937093550c88971a3f\" tg-width=\"1050\" tg-height=\"658\" referrerpolicy=\"no-referrer\">The company also submitted a prospectus, intending to sell up to 5 million common shares. The prospectus states that there have been no significant changes in the company's financial condition or operating conditions that could explain price fluctuations or stock trading volume. Part of the reason for stock price volatility is commentary from securities analysts or other third parties, including comments on blogs, articles, message boards, and social and other media. The company plans to use the potential proceeds from the sale of shares for general corporate purposes, investing in growth plans, and strengthening its balance sheet.</p><p>In addition, the company also disclosed information that it had received an investigation by the U.S. Securities and Exchange Commission (SEC). The company stated, \"On May 26, 2021, we received a request from SEC staff requesting that we voluntarily provide documents and information regarding the SEC's investigation into our and other companies' securities trading activities. We are reviewing this request and preparing the requested documents, and intend to fully cooperate with SEC staff on this matter. We do not expect this investigation to have an adverse impact on us.\"</p><p>GameStation (GME.US) announced that it has appointed former Amazon (AMZN.US) executive Matt Furlong as its new CEO, and another former Amazon executive, Mike Recupero, as Chief Financial Officer (CFO).</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>GameStation reported better-than-expected Q1 revenue and plans to issue up to 5 million common shares.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nGameStation reported better-than-expected Q1 revenue and plans to issue up to 5 million common shares.\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\">2021-06-10 06:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the US stock market closed on Wednesday, June 9th, Eastern Time,<a href=\"https://laohu8.com/S/GME\">Game Station</a>The company released its financial results for the first fiscal quarter of 2021, ending May 1, 2021, after the US stock market closed. The stock plummeted by more than 12% in after-hours trading due to a planned share issuance and receiving an investigation notice from the U.S. Securities and Exchange Commission.<img src=\"https://static.tigerbbs.com/558c37d97804f78bbd47992ec5d3a71f\" tg-width=\"696\" tg-height=\"523\" referrerpolicy=\"no-referrer\">The financial report shows that the company's revenue for the period was approximately US$1.28 billion, exceeding the expected US$1.159 billion. The net loss was approximately $67 million, compared to an expected $50 million. The company reported a loss of $1.01 per share, compared to market expectations of a loss of $0.75 and a loss of $2.57 in the same period last year. During the period, the company had cash and cash equivalents of approximately US$695 million.<img src=\"https://static.tigerbbs.com/0810f497f515a7937093550c88971a3f\" tg-width=\"1050\" tg-height=\"658\" referrerpolicy=\"no-referrer\">The company also submitted a prospectus, intending to sell up to 5 million common shares. The prospectus states that there have been no significant changes in the company's financial condition or operating conditions that could explain price fluctuations or stock trading volume. Part of the reason for stock price volatility is commentary from securities analysts or other third parties, including comments on blogs, articles, message boards, and social and other media. The company plans to use the potential proceeds from the sale of shares for general corporate purposes, investing in growth plans, and strengthening its balance sheet.</p><p>In addition, the company also disclosed information that it had received an investigation by the U.S. Securities and Exchange Commission (SEC). The company stated, \"On May 26, 2021, we received a request from SEC staff requesting that we voluntarily provide documents and information regarding the SEC's investigation into our and other companies' securities trading activities. We are reviewing this request and preparing the requested documents, and intend to fully cooperate with SEC staff on this matter. We do not expect this investigation to have an adverse impact on us.\"</p><p>GameStation (GME.US) announced that it has appointed former Amazon (AMZN.US) executive Matt Furlong as its new CEO, and another former Amazon executive, Mike Recupero, as Chief Financial Officer (CFO).</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bde7ae9d5c597eb01bbb4658f0573654","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142460248","content_text":"美东时间6月9日周三美股盘后，游戏驿站在美股收盘后公布了截至2021年5月1日的2021财年一财季财报。因计划增发及收到美国证券交易委员会的调查通知，该股在盘后交易中一度大跌超12%。财报显示，公司期内营收约为12.8亿美元，超过预期的11.59亿美元。净亏损约为6700万美元，预期为5000万美元。每股亏损1.01美元，市场预期亏损0.75美元，去年同期亏损2.57美元。期内公司拥有现金及现金等价物约6.95亿美元。公司同时递交了招股说明书，拟出售多达500万股普通股。招股书称，公司财务状况或经营状况没有发生任何可以解释价格波动或股票交易量的重大变化。导致股价不稳定的部分原因是证券分析师或其他第三方的评论，包括博客、文章、留言板和社会及其他媒体上的评论。公司计划将潜在股票销售收益用于一般企业用途、投资增长计划和加强其资产负债表。\n此外，公司还披露了收到美国证券交易委员会(SEC)调查的信息。该公司表示：“2021年5月26日，我们收到了SEC工作人员的请求，要求我们自愿提供有关SEC对我们和其他公司证券交易活动进行调查的文件和信息。我们正在审查这一请求并制作所要求的文件，打算就此事与SEC工作人员充分合作。预计这项调查不会对我们产生不利影响。”\n游戏驿站(GME.US)表示已任命前亚马逊(AMZN.US)高管Matt Furlong为其新首席执行官(CEO)，另一位前亚马逊高管Mike Recupero担任首席财务官(CFO)。","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097417822,"gmtCreate":1645530249798,"gmtModify":1676534036206,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"title":"","htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097417822","repostId":"1102077097","repostType":4,"repost":{"id":"1102077097","kind":"news","pubTimestamp":1645522075,"share":"https://ttm.financial/m/news/1102077097?lang=en_US&edition=fundamental","pubTime":"2022-02-22 17:27","market":"us","language":"zh","title":"Shell: The natural gas market will face historic shortages in the coming years.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102077097","media":"智通财经网","summary":"周一，壳牌管理层分享了对当前市场的看法，以及到2040年在世界努力实现净零排放并同时将液化天然气作为一种过渡燃料的时候的展望。壳牌对液化天然气看法的核心是，该公司预计到2040年，天然气需求将增长近一","content":"<p><html><head></head><body>On Monday, Shell management shared its views on the current market and its outlook for 2040, when the world strives to achieve net-zero emissions while simultaneously using liquefied natural gas as a transitional fuel.</p><p>At the heart of Shell's view on liquefied natural gas is that the company expects natural gas demand to nearly double by 2040. Based on data of approximately 380 million tons/year in 2021, the market expects natural gas demand to grow to 700 million tons/year in the next twenty years. Meanwhile, Shell stated that its natural gas supply will be approximately 500 tons per year over the next two decades, and the market will experience a historic supply shortage by the middle of this century.</p><p><img src=\"https://static.tigerbbs.com/ca92b99693ef49ccb0281ab0fa6d1937\" tg-width=\"667\" tg-height=\"513\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On the demand side, Shell pointed out that absolute energy demand is growing as long-term trends drive higher demand, with declining pipeline natural gas supplies in Europe and Asia, as well as coal-to-gas substitution.</p><p><img src=\"https://static.tigerbbs.com/9aae20f21babb57e14ec505a209f7e4d\" tg-width=\"1280\" tg-height=\"597\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Importantly, natural gas demand is unlikely to rise steadily from 400 million tons/year to 700 million tons/year.</p><p>Shell also believes that the supply of liquefied natural gas is bullish. From 2017 to 2019, global supply increased by approximately 30 million tons annually. If everything goes according to plan, the global average will increase by 12 million tons per year from 2020 to 2025. By 2025, Cheniere Energy's (LNG.US) supply growth will be largely dependent on growth in the United States and Canada, where recent pipeline-related policy decisions may be subject to delays and cancellations. However, putting policy aside, even less funds have been invested in related fields since the pandemic.</p><p><img src=\"https://static.tigerbbs.com/954cb5629e7dc79b827e0e5425d857fe\" tg-width=\"340\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chevron (CVX.US) has effectively abandoned new large-scale projects in favor of short-cycle production in the Permian Basin. After nearly a decade of negotiation delays, ExxonMobil (XOM.US) has yet to proceed with its FID liquefied natural gas expansion in Papua New Guinea. Total (TTE.US) canceled plans to build a factory in Mozambique as the security situation became difficult to control.</p><p>Shell has long pointed out that increased energy demand and decarbonization are driving a long-term trend of rising demand for liquefied natural gas. In 2021, as liquefied natural gas prices reached record levels, the fragility of the global energy system brought natural gas, a low-carbon fuel, into the spotlight. As the supply landscape begins to crack, Shell expects the market to remain tight and natural gas prices to remain high in the coming years.</p><p></body></html></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>Shell: The natural gas market will face historic shortages in the coming years.</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\">\nShell: The natural gas market will face historic shortages in the coming years.\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\">2022-02-22 17:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Monday, Shell management shared its views on the current market and its outlook for 2040, when the world strives to achieve net-zero emissions while simultaneously using liquefied natural gas as a transitional fuel.</p><p>At the heart of Shell's view on liquefied natural gas is that the company expects natural gas demand to nearly double by 2040. Based on data of approximately 380 million tons/year in 2021, the market expects natural gas demand to grow to 700 million tons/year in the next twenty years. Meanwhile, Shell stated that its natural gas supply will be approximately 500 tons per year over the next two decades, and the market will experience a historic supply shortage by the middle of this century.</p><p><img src=\"https://static.tigerbbs.com/ca92b99693ef49ccb0281ab0fa6d1937\" tg-width=\"667\" tg-height=\"513\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On the demand side, Shell pointed out that absolute energy demand is growing as long-term trends drive higher demand, with declining pipeline natural gas supplies in Europe and Asia, as well as coal-to-gas substitution.</p><p><img src=\"https://static.tigerbbs.com/9aae20f21babb57e14ec505a209f7e4d\" tg-width=\"1280\" tg-height=\"597\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Importantly, natural gas demand is unlikely to rise steadily from 400 million tons/year to 700 million tons/year.</p><p>Shell also believes that the supply of liquefied natural gas is bullish. From 2017 to 2019, global supply increased by approximately 30 million tons annually. If everything goes according to plan, the global average will increase by 12 million tons per year from 2020 to 2025. By 2025, Cheniere Energy's (LNG.US) supply growth will be largely dependent on growth in the United States and Canada, where recent pipeline-related policy decisions may be subject to delays and cancellations. However, putting policy aside, even less funds have been invested in related fields since the pandemic.</p><p><img src=\"https://static.tigerbbs.com/954cb5629e7dc79b827e0e5425d857fe\" tg-width=\"340\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chevron (CVX.US) has effectively abandoned new large-scale projects in favor of short-cycle production in the Permian Basin. After nearly a decade of negotiation delays, ExxonMobil (XOM.US) has yet to proceed with its FID liquefied natural gas expansion in Papua New Guinea. Total (TTE.US) canceled plans to build a factory in Mozambique as the security situation became difficult to control.</p><p>Shell has long pointed out that increased energy demand and decarbonization are driving a long-term trend of rising demand for liquefied natural gas. In 2021, as liquefied natural gas prices reached record levels, the fragility of the global energy system brought natural gas, a low-carbon fuel, into the spotlight. As the supply landscape begins to crack, Shell expects the market to remain tight and natural gas prices to remain high in the coming years.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/662600.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/cf8f36e70adca5fe639e54bc50090afe","relate_stocks":{"RDS.A":"荷兰皇家壳牌石油A类股"},"source_url":"https://www.zhitongcaijing.com/content/detail/662600.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1102077097","content_text":"周一，壳牌管理层分享了对当前市场的看法，以及到2040年在世界努力实现净零排放并同时将液化天然气作为一种过渡燃料的时候的展望。壳牌对液化天然气看法的核心是，该公司预计到2040年，天然气需求将增长近一倍。按照2021年约3.8亿吨/年的数据来看，市场预计在未来二十年天然气需求将增长至7亿吨/年。与此同时，壳牌表示在未来二十年内，该公司天然气供应量约为500吨/年，市场将在本世纪中期出现历史性的供应不足。在需求方面，壳牌指出，随着长期趋势推动需求走高，欧洲和亚洲管道天然气供应不断下降，以及煤制气替代，绝对能源需求不断增长。重要的是，天然气需求不太可能平稳地从4亿吨/年上升到7亿吨/年在壳牌看来，液化天然气供应方面也同样看涨。2017年至2019年，全球供应量每年增加约3000万吨。如果一切按计划进行，2020年至2025年，全球平均每年将增加1200万吨。到2025年，Cheniere Energy(LNG.US)供应的增长在很大程度上依赖于美国和加拿大的增长，这些国家最近的管道相关政策决定可能存在延期和取消的风险。但抛开政策不谈，疫情后投入相关领域的资金更少了。雪佛龙(CVX.US)实际上已经放弃了新的大型项目，转而转向二叠纪盆地的短周期生产。经过近10年的谈判拖延，埃克森美孚(XOM.US)尚未在巴布亚新几内亚进行FID液化天然气扩张。由于安全形势变得难以控制，道达尔(TTE.US)取消了在莫桑比克建立工厂的计划。壳牌长期以来一直指出，一次能源需求增长和脱碳推动液化天然气需求上升的长期趋势。2021年，随着液化天然气价格达到创纪录水平，全球能源体系的脆弱性使天然气这种低碳燃料成为人们关注的焦点。随着供应格局开始出现裂痕，壳牌预计未来几年市场将继续吃紧，天然气价格也将居高不下。","news_type":1,"symbols_score_info":{"RDS.A":0.9}},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900088688,"gmtCreate":1658618855844,"gmtModify":1676536181485,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/2e40475961d8875277b1bc6069020704","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900088688","isVote":1,"tweetType":1,"viewCount":8064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9038546443,"gmtCreate":1646874692600,"gmtModify":1676534172246,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038546443","repostId":"2218377412","repostType":4,"repost":{"id":"2218377412","kind":"highlight","pubTimestamp":1646872980,"share":"https://ttm.financial/m/news/2218377412?lang=en_US&edition=fundamental","pubTime":"2022-03-10 08:43","market":"us","language":"zh","title":"With the global stock market rebound, has the situation improved?","url":"https://stock-news.laohu8.com/highlight/detail?id=2218377412","media":"中金公司","summary":"隔夜全球市场出现“大逆转”。布伦特油价大跌11.7%至110美元/桶附近，欧美股市因此大幅反弹，欧洲股市普遍大涨7~8%，美股主要指数也反弹2%以上，纳斯达克更是大涨3.6%。　　那么，局势是否就此好转？　　解铃还须系铃人，隔夜油价大跌市场反弹修复的一个主要原因。油价大跌则与美国敦促页岩油行业加大供给、以及阿联酋表示将推动OPEC增加石油生产有一定关系。","content":"<p><div>After a stormy decline, global stock markets have finally shown signs of stopping falling, and all the logic of asset performance has been reversed. So, has the situation improved? Does this improve the previous situation? Global markets experienced a major reversal overnight. Brent crude oil prices plunged 11.7% to around $110 per barrel, causing a sharp rebound in European and American stock markets. European stock markets generally rose by 7-8%, major US stock indices also rebounded by more than 2%, and the Nasdaq surged by 3.6%. Moreover, gold prices plummeted back below $2,000, while US Treasury yields prices surged to 1.96%. Seemingly overnight,...</p><p><a href=\"http://hk.eastmoney.com/a/202203102303814421_0.html\">Web page link</a></div></p>","source":"eastmoney_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the global stock market rebound, has the situation improved?</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\">\nWith the global stock market rebound, has the situation improved?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中金公司</strong><span class=\"h-time small\">2022-03-10 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>After a stormy decline, global stock markets have finally shown signs of stopping falling, and all the logic of asset performance has been reversed. So, has the situation improved? Does this improve the previous situation? Global markets experienced a major reversal overnight. Brent crude oil prices plunged 11.7% to around $110 per barrel, causing a sharp rebound in European and American stock markets. European stock markets generally rose by 7-8%, major US stock indices also rebounded by more than 2%, and the Nasdaq surged by 3.6%. Moreover, gold prices plummeted back below $2,000, while US Treasury yields prices surged to 1.96%. Seemingly overnight,...</p><p><a href=\"http://hk.eastmoney.com/a/202203102303814421_0.html\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://hk.eastmoney.com/a/202203102303814421_0.html\">中金公司</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80a6820aa909b24349894a430fea43b1","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","SCO":"二倍做空彭博原油指数ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4570":"地缘局势概念股","DXD":"两倍做空道琼30指数ETF-ProShares","USO":"美国原油ETF","DOG":"道指ETF-ProShares做空","GDX":"黄金矿业ETF-VanEck",".DJI":"道琼斯","DUG":"二倍做空石油与天然气ETF(ProShares)","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","DDG":"ProShares做空石油与天然气ETF","UCO":"二倍做多彭博原油ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","UDOW":"三倍做多道指30ETF-ProShares","DWT":"三倍做空原油ETN","IAU":"黄金信托ETF-iShares","DDM":"2倍做多道指ETF-ProShares","GLD":"黄金ETF-SPDR"},"source_url":"http://hk.eastmoney.com/a/202203102303814421_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218377412","content_text":"经过一轮暴风骤雨式的下跌，全球股市终于出现了止跌迹象，所有的资产表现逻辑都出现了逆转。那么，局势是否就此好转？此前的情形就此得到改善呢？隔夜全球市场出现“大逆转”。布伦特油价大跌11.7%至110美元/桶附近，欧美股市因此大幅反弹，欧洲股市普遍大涨7~8%，美股主要指数也反弹2%以上，纳斯达克更是大涨3.6%。不仅如此，黄金大跌重回2000美元以下，而美债利率则冲高升至1.96%。似乎一夜之间，所有的资产表现逻辑都出现了逆转。那么，局势是否就此好转？此前的情形就此得到改善呢？结合最新的市场变化，我们点评如下，供投资者参考。首先，核心矛盾依然在能源和大宗商品价格。如我们在《俄乌冲击的第二波：从避险情绪到通胀担忧》中分析，受美国和英国宣布制裁俄罗斯能源进口决定的担忧，国际油价一度飙升至历史新高，叠加其他一些资源品如小麦、有色金属等等因为运输和军事行动导致的事实性供应冲击同样大涨，加重了市场对于通胀甚至滞胀的担忧情绪，市场的交易逻辑也因此发生变化，导致全球市场普跌、避险和抗通胀资产上涨。解铃还须系铃人，隔夜油价大跌市场反弹修复的一个主要原因。油价大跌则与美国敦促页岩油行业加大供给、以及阿联酋表示将推动OPEC增加石油生产有一定关系。根据华尔街日报报道，阿联酋有100万桶左右的空闲产能，不过此举并没有得到其他OPEC成员特别是沙特的响应，后续进展仍有待观察。其次，短期资产和市场走势依然高度依赖事态进展，供应溢价对于短期价格波动扰动很大。隔夜油价的大幅波动再度成为一个地缘趋势影响资产价格的生动例子。此前我们已知且确定的是事实性的供应冲击已经造成，但更重要是究竟是瞬时的上冲、还是会持续维持高位甚至进一步上行。欧美在是否制裁俄罗斯能源出口上存在一定分歧，与其依赖度不同有很大关系，美国从俄罗斯进口的原油只占其总进口的8%不到，俄罗斯对美国和英国的出口比例只占其总出口的2%不到。而欧洲依赖度更高，故没有欧洲的全面加入，制裁效果就会大打折扣，冲高的油价也很难维持。相反，如果欧美果真采取严格的制裁措施，进而导致俄罗斯大约700万桶的出口出现巨大缺口，根据我们大宗组估算，各方的供应也可以刚好勉强填补这个“窟窿”(OPEC产量空间300万桶，剩余产能200万桶左右，伊朗100-150万桶，页岩油估算200万桶)，但问题是在能够有效填补之前的溢价上冲可能还是难以避免，更不用说情绪的扰动。这也就是为什么，我们在此前月报《俄乌局势叠加中美政策错位的资产含义海外资产配置月报(2022-03)》和《俄乌冲击的第二波：从避险情绪到通胀担忧》中提示油价已经大幅超买、对于从当前高点进一步大幅向上并没有充足把握，但其短期走势依然高度依赖地缘局势的原因。原油的出口结构，以及俄罗斯原油的出口目的地再次，接下来观察什么？制裁、加息路径、期限利差、流动性指标给定当前的局面，以及结合我们在《俄乌局势对全球供应链影响有多大？》和《俄乌冲击的第二波：从避险情绪到通胀担忧》中给出的四个层次的传导路径(第一层单纯的避险情绪不足为惧；第二层供给冲击已经发生目前最为显性，但持续时间和强度需要观察，会影响“远端”的加息和通胀路径；第三层的金融流动性短期有一些变化但尚未成为主导；第四层是基本面)，我们认为重点需要观察以下几个因素：1)制裁进展：地缘局势特别是能源制裁的动向依然是短期最重要的决定因素。2)3月FOMC:即将临近的3月FOMC给出后续货币政策路径(如缩表、点阵图的加息水平)。从目前局势看，“近端”操作上依然会按部就班加息(就业好、通胀依然高；市场预期3月加息25bp确定性较高)，但“远端”加息路径有变数。如果俄乌局势能很快缓解使得价格影响较为“瞬时”，那么通胀压力改善的大方向仍可期待；而如果这一冲击进一步固化的话，“远端”加息预期的抬升和对利率与市场估值的冲击也需要再度上修。3)期限利差：由于当前避险甚至滞胀担忧交织导致长短端期限利差过快速收窄(此前一度收窄至仅20bp)，因此美联储可能会需要通过缩表来推动长端利率上行以避免过快倒挂(《如果美联储一次加息50bp》)，但是如果通胀持续高企甚至远端通胀比预期的要高得更久更大，那么“曲线倒挂”引发的衰退预期、货币政策两难、企业利润侵蚀、银行板块利润受损等负面影响都可能逐步显现。4)流动性指标的变化：是否存在流动性风险蔓延的迹象。在这一背景下，市场或有修复但依然不排除起伏直到情形明朗，尤其是对俄乌局势敞口大的欧洲和部分抵御风险能力差的新兴市场。但目前主要市场也已经明显超卖，如美股和港股。相反，大宗商品也明显超买，如黄金和石油，其走势高度依赖地缘局势，我们对于从当前高点进一步大幅向上并没有充足把握。如果局势进一步升级，中下游板块和美股银行因为成本抬升和利差走平可能受损，而相反涨价概念(能源和农产品)、避险(如高股息)和稳增长发力对冲或更敏感。（文章来源：中金公司）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"SQQQ":0.6,"GLD":0.6,".IXIC":0.76,"BZmain":0.6,"DWTIF":0.6,"CLmain":0.9,"SDOW":0.6,"UBmain":0.9,"USO":0.6,"PSQ":0.6,"DXD":0.6,".DJI":0.81,"QID":0.6,"NUGT":0.6,"DJX":0.6,"DWT":0.6,"ZNmain":0.9,"DDM":0.6,"TQQQ":0.6,"UCO":0.6,"SGCmain":0.6,"DUG":0.6,"MNQmain":0.6,"ZFmain":0.9,"DDG":0.6,"GCmain":0.9,"SCO":0.6,"SGUmain":0.6,"GDX":0.6,"MGCmain":0.6,"DUST":0.6,"QMmain":0.6,"UWTIF":0.6,"QLD":0.6,"QQQ":0.6,"DOG":0.6,"UDOW":0.6,"ZTmain":0.9,"NQmain":0.6,"IAU":0.6,"TNmain":0.9,"ZBmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145676719,"gmtCreate":1626223548131,"gmtModify":1703755763555,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145676719","repostId":"1103312798","repostType":4,"repost":{"id":"1103312798","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":1626220799,"share":"https://ttm.financial/m/news/1103312798?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:59","market":"hk","language":"zh","title":"Meituan allocated 11.353 million shares to Tencent, raising nearly $400 million.","url":"https://stock-news.laohu8.com/highlight/detail?id=1103312798","media":"老虎资讯综合","summary":"7月13日晚间，美团发布公告，腾讯认购协议所载腾讯认购事项的所有先决条件均已达成。因此，腾讯认购事项已于2021年7月13日完成。\n腾讯认购事项完成后，公司已向腾讯配发及发行1135.3万股腾讯认购股","content":"<p>On the evening of July 13, Meituan issued an announcement stating that all the preconditions for the Tencent subscription as set out in the Tencent subscription agreement had been met. Accordingly, the Tencent Subscription was completed on 13 July 2021.</p><p>Following the completion of the Tencent subscription, the company has allocated and issued 11.353 million Tencent subscription shares to Tencent, representing 0.2% of the company's issued share capital increased through the issuance of Tencent subscription shares. The estimated Tencent Subscription Price (after deducting related fees, costs and expenses) was approximately HK$273.78.</p><p>The estimated net proceeds from Tencent's subscription are expected to be approximately US$400 million. The company plans to use the estimated net proceeds from the Tencent subscription for technological innovation, including research and development in cutting-edge technology fields such as driverless cars and drone delivery, as well as for general corporate purposes.</p><p><img src=\"https://static.tigerbbs.com/813a2d134a657f59a31eff8ddd46220b\" tg-width=\"726\" tg-height=\"820\" 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>Meituan allocated 11.353 million shares to Tencent, raising nearly $400 million.</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\">\nMeituan allocated 11.353 million shares to Tencent, raising nearly $400 million.\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\">2021-07-14 07:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On the evening of July 13, Meituan issued an announcement stating that all the preconditions for the Tencent subscription as set out in the Tencent subscription agreement had been met. Accordingly, the Tencent Subscription was completed on 13 July 2021.</p><p>Following the completion of the Tencent subscription, the company has allocated and issued 11.353 million Tencent subscription shares to Tencent, representing 0.2% of the company's issued share capital increased through the issuance of Tencent subscription shares. The estimated Tencent Subscription Price (after deducting related fees, costs and expenses) was approximately HK$273.78.</p><p>The estimated net proceeds from Tencent's subscription are expected to be approximately US$400 million. The company plans to use the estimated net proceeds from the Tencent subscription for technological innovation, including research and development in cutting-edge technology fields such as driverless cars and drone delivery, as well as for general corporate purposes.</p><p><img src=\"https://static.tigerbbs.com/813a2d134a657f59a31eff8ddd46220b\" tg-width=\"726\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"00700":"腾讯控股","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103312798","content_text":"7月13日晚间，美团发布公告，腾讯认购协议所载腾讯认购事项的所有先决条件均已达成。因此，腾讯认购事项已于2021年7月13日完成。\n腾讯认购事项完成后，公司已向腾讯配发及发行1135.3万股腾讯认购股份，相当于公司经发行腾讯认购股份扩大的已发行股本的0.2%。估计腾讯认购价（经扣除有关费用、成本及开支）约为273.78港元。\n腾讯认购事项的估计所得款项净额预计约为4亿美元。公司拟将腾讯认购事项的估计所得款项净额用于技术创新，包括无人车、无人机配送等前沿技术领域的研发及一般公司用途。","news_type":1,"symbols_score_info":{"00700":0.9,"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087702445,"gmtCreate":1651048679441,"gmtModify":1676534840633,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/b95b499f1433803c2c0d233149988f5d","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087702445","isVote":1,"tweetType":1,"viewCount":2069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9082770306,"gmtCreate":1650609691281,"gmtModify":1676534763455,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>152","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>152","text":"$拼多多(PDD)$152","images":[{"img":"https://community-static.tradeup.com/news/6bd68e2532e5c21eda61f4182f437ac8","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082770306","isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9012605386,"gmtCreate":1649316656302,"gmtModify":1676534490686,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00317\">$中船防务(00317)$</a>oh","listText":"<a href=\"https://ttm.financial/S/00317\">$中船防务(00317)$</a>oh","text":"$中船防务(00317)$oh","images":[{"img":"https://community-static.tradeup.com/news/97759cb90dbb84c07d11bdc35b1418b1","width":"1125","height":"2671"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012605386","isVote":1,"tweetType":1,"viewCount":2463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897506477,"gmtCreate":1628934798999,"gmtModify":1676529896482,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897506477","repostId":"1136171534","repostType":4,"repost":{"id":"1136171534","kind":"news","pubTimestamp":1628915280,"share":"https://ttm.financial/m/news/1136171534?lang=en_US&edition=fundamental","pubTime":"2021-08-14 12:28","market":"us","language":"zh","title":"US infrastructure plans may change! Nine moderate Democrats \"defected\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1136171534","media":"智通财经网","summary":"这封信让佩洛西再次陷入众议院民主党温和派和激进派之间的拉力赛。","content":"<p>Author: Chen Shiye</p><p>Nine moderate House Democrats jointly wrote to House Speaker Nancy Pelosi, threatening to have reservations about the $3.5 trillion subsequent spending plan until the bipartisan infrastructure bill is formally signed into law.</p><p>In the letter, Democrats wrote: \"We will not consider voting to support a $3.5 trillion budget resolution until the bipartisan Infrastructure Investment and Jobs Act is passed and signed into law by the House of Representatives.\"</p><p>The moderates' stance could derail Pelosi's plans to bring the budget resolution to a vote in the House of Representatives during the week of August 23. The narrow Democratic advantage behind Pelosi means she can only withstand a maximum of three members of her party defecting in the budget plan vote, and the bill is not expected to receive support from any Republicans in the House.</p><p>The letter has Pelosi once again caught in a rally between moderate and radical factions of House Democrats.</p><p>Currently, the $550 billion infrastructure bill is on hold. Previously, in order to meet the demands of radicals within the House of Representatives, Pelosi vowed to wait until the Senate had passed the $3.5 trillion budget plan before voting on the infrastructure bill, in order to ensure that social programs and climate change issues were prioritized. Overall, the infrastructure package and the policies outlined in the budget framework form the core of the economic agenda set by the Biden administration.</p><p>Leaders of the House Blue Dog Coalition issued a statement Tuesday calling on Pelosi to quickly vote on the infrastructure bill. The Blue Dog Coalition is made up of fiscally conservative Democrats.</p><p>The president of the Blue Dog Alliance stated that they \"remain opposed to any unnecessary reasons for delaying these critical infrastructure investments, which will create high-paying jobs, maintain the competitiveness of American businesses, and promote U.S. economic growth.\"</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>US infrastructure plans may change! Nine moderate Democrats \"defected\"</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\">\nUS infrastructure plans may change! Nine moderate Democrats \"defected\"\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\">2021-08-14 12:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Chen Shiye</p><p>Nine moderate House Democrats jointly wrote to House Speaker Nancy Pelosi, threatening to have reservations about the $3.5 trillion subsequent spending plan until the bipartisan infrastructure bill is formally signed into law.</p><p>In the letter, Democrats wrote: \"We will not consider voting to support a $3.5 trillion budget resolution until the bipartisan Infrastructure Investment and Jobs Act is passed and signed into law by the House of Representatives.\"</p><p>The moderates' stance could derail Pelosi's plans to bring the budget resolution to a vote in the House of Representatives during the week of August 23. The narrow Democratic advantage behind Pelosi means she can only withstand a maximum of three members of her party defecting in the budget plan vote, and the bill is not expected to receive support from any Republicans in the House.</p><p>The letter has Pelosi once again caught in a rally between moderate and radical factions of House Democrats.</p><p>Currently, the $550 billion infrastructure bill is on hold. Previously, in order to meet the demands of radicals within the House of Representatives, Pelosi vowed to wait until the Senate had passed the $3.5 trillion budget plan before voting on the infrastructure bill, in order to ensure that social programs and climate change issues were prioritized. Overall, the infrastructure package and the policies outlined in the budget framework form the core of the economic agenda set by the Biden administration.</p><p>Leaders of the House Blue Dog Coalition issued a statement Tuesday calling on Pelosi to quickly vote on the infrastructure bill. The Blue Dog Coalition is made up of fiscally conservative Democrats.</p><p>The president of the Blue Dog Alliance stated that they \"remain opposed to any unnecessary reasons for delaying these critical infrastructure investments, which will create high-paying jobs, maintain the competitiveness of American businesses, and promote U.S. economic growth.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/535111.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/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/535111.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1136171534","content_text":"作者： 陈诗烨\n美国九名温和派众议院民主党人士联名去信众议院议长佩洛西，威胁道，在两党通过的基建法案正式签署成为法律前，他们将对3.5万亿美元的后续支出计划持保留意见。\n民主党人在这封信中写道:“两党支持的《基础设施投资和就业法案》(Infrastructure Investment and Jobs Act)在众议院通过并签署成为法律之前，我们不会考虑投票支持3.5万亿美元的预算决议。”\n温和派的立场可能会破坏佩洛西在8月23日当周将预算决议提交众议院投票的计划。佩洛西背后民主党人微弱优势意味着，她只能在预算计划投票中最多承受三名该党派成员倒戈，预计该议案在众议院不会得到任何共和党人的支持。\n这封信让佩洛西再次陷入众议院民主党温和派和激进派之间的拉力赛。\n目前，5500亿美元的基础设施法案被搁置。此前为了满足众议院内部激进派的要求，佩洛西誓言要等到参议院完成该3.5万亿预算方案通过后，才表决基础设施法案，以确保优先解决社会项目和气候变化问题。总的来说，基础设施的一揽子计划和预算框架中概述的政策构成了拜登政府制定的经济议程核心。\n众议院蓝狗联盟(House Blue Dog Coalition)的领导人星期二发表声明，呼吁佩洛西迅速对基础设施法案进行投票。蓝狗联盟由财政上保守的民主党人组成。\n蓝狗联盟主席表示，他们“仍然反对任何不必要的理由推迟这些关键基础设施投资，这些投资将创造高薪就业机会，保持美国企业的竞争力，并促进美国经济增长。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119986874,"gmtCreate":1622513423098,"gmtModify":1704185396717,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119986874","repostId":"1126645325","repostType":4,"isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}