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2022-02-17

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Elon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'

2022-02-14

666

Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal

2022-02-12

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Statement Regarding Foreign Media Reports

2022-02-08

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EV Stocks Rose in Morning Trading

2022-02-08

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Cruise Line Stocks Gained in Morning Trading

2022-01-13

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2022-01-05

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Pinduoduo fell more than 10% as the decline of popular Chinese stocks continued to expand

2021-07-22

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2021-07-08

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Oil prices plummet as UAE plans to sell oil wildly unilaterally

2021-07-08

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2021-07-08

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The sound of the cycle peaking is endless. Is it time to abandon the high valuation "dream stocks"?

2021-07-08

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2021-06-29

666???

Dalio's latest speech: Stocks aren't necessarily in a bubble right now

2021-06-29

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US stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year

2021-06-29

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[Movement] New car-making forces completely broke out, Nio Automobile rose 9%

2021-06-23

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Pre-market: Three major futures indexes collectively rise, blockchain concept rebounds

2021-06-23

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Tesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?

2021-06-22

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2021-06-22

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2021-06-18

666 ?

Hawkish Signal! The Federal Reserve gradually changes its face. How will the property market and the stock market be corrected?

Go to Tiger App to see more news

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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>Elon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc Elon Musk on Wednesday called out Berkshire Hathaway Inc Vice Chair Charlie Munger for his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BRK.A":"伯克希尔"},"source_url":"https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114920857","content_text":"Tesla Inc Elon Musk on Wednesday called out Berkshire Hathaway Inc Vice Chair Charlie Munger for his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s electric vehicle venture would fail.What Happened: Musk replied to a social media post that pointed out Munger's latest harsh views towards cryptocurrency at a media event.The 98-year old value investor and Warren Buffett’s right-hand man had on Wednesday said he is proud to have not invested in cryptocurrency, adding that it should be “banned” and likened it to a “venereal disease.”Musk compared Munger’s latest comments with a 2009 incident when the legendary investor “told the whole table” at a lunch meeting on “all the ways Tesla would fail.”The world’s richest man said Munger’s comments left him sad but he agreed with the veteron investor at the time. “We would probably die, but it was worth trying anyway,” Musk purportedly told the Berkshire vice chair. The Tesla and SpaceX CEO did not provide more details of the incident.Why It Matters: Munger has criticized cryptocurrency before. He had in February last year said he hates the Bitcoin success.“I don't welcome a currency that's so useful to kidnappers and extortionists and so forth,” he had said at the time.Surprisingly, Buffett-controlled Berkshire had in the fourth quarter of 2021 initiated a position in the BTC-friendly Brazilian bank Nu Holdings Ltd while dumping shares of Visa Inc and Mastercard Incorporated.The company led by the Oracle of Omaha bought $1 billion worth of Nubank shares in the fourth quarter of 2021 and sold $1.8 billion and $1.3 billion worth of Visa and Mastercard stock.Musk had last year disclosed a $1.5 billion investment in Bitcoin and began accepting the cryptocurrency as payment for its vehicles before halting the initiative in May.Price Action: Tesla shares closed 0.1% higher at $923.39 a share on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":3605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095315255,"gmtCreate":1644822888964,"gmtModify":1676533965251,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095315255","repostId":"1179055183","repostType":4,"repost":{"id":"1179055183","kind":"news","pubTimestamp":1644821452,"share":"https://ttm.financial/m/news/1179055183?lang=en_US&edition=fundamental","pubTime":"2022-02-14 14:50","market":"us","language":"en","title":"Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1179055183","media":"Bloomberg","summary":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Propertie","content":"<html><head></head><body><p>(Bloomberg) -- <a href=\"https://laohu8.com/S/APO\">Apollo Global Management Inc.</a> signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.</p><p>As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.</p><p>The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.</p><p>Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.</p><p>Apollo deal is structured as:</p><ul><li><p>$500 million: investment into a land joint venture</p></li><li><p>$500 million: perpetual subordinated notes issued by Aldar Investment Properties</p></li><li><p>$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties</p></li><li><p>$100 million: common equity investment in Aldar Investment Properties</p></li></ul><p>Aldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.</p><p></p></body></html>","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>Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part...</p>\n\n<a href=\"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APO":"阿波罗全球管理"},"source_url":"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179055183","content_text":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.Apollo deal is structured as:$500 million: investment into a land joint venture$500 million: perpetual subordinated notes issued by Aldar Investment Properties$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties$100 million: common equity investment in Aldar Investment PropertiesAldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.","news_type":1,"symbols_score_info":{"APO":0.9}},"isVote":1,"tweetType":1,"viewCount":4446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092615415,"gmtCreate":1644618991217,"gmtModify":1676533946019,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092615415","repostId":"1108682296","repostType":2,"repost":{"id":"1108682296","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639746579,"share":"https://ttm.financial/m/news/1108682296?lang=en_US&edition=fundamental","pubTime":"2021-12-17 21:09","market":"us","language":"en","title":"Statement Regarding Foreign Media Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1108682296","media":"Tiger Newspress","summary":"Tiger Brokers is aware of the media reports made today regarding potential regulatory policies related to online brokers and would advise relevant stakeholders to take note of the following:","content":"<p>Tiger&nbsp;Brokers&nbsp;is&nbsp;aware&nbsp;of&nbsp;the&nbsp;media&nbsp;reports&nbsp;made&nbsp;today&nbsp;regarding&nbsp;potential&nbsp;regulatory&nbsp;policies&nbsp;related&nbsp;to&nbsp;online&nbsp;brokers&nbsp;and&nbsp;would&nbsp;advise&nbsp;relevant&nbsp;stakeholders&nbsp;to&nbsp;take&nbsp;note&nbsp;of&nbsp;the&nbsp;following:</p><p>1. Since&nbsp;inception,&nbsp;the&nbsp;firm&nbsp;has&nbsp;always&nbsp;been&nbsp;committed&nbsp;to&nbsp;providing&nbsp;a&nbsp;first-class&nbsp;investment&nbsp;experience&nbsp;for&nbsp;global&nbsp;investors.&nbsp;The&nbsp;firm’s&nbsp;business&nbsp;model&nbsp;is&nbsp;comparable&nbsp;to&nbsp;other&nbsp;brokers&nbsp;in&nbsp;Singapore&nbsp;and&nbsp;Hong&nbsp;Kong&nbsp;and&nbsp;the&nbsp;firm&nbsp;is&nbsp;not&nbsp;conducting&nbsp;any&nbsp;financial&nbsp;services&nbsp;business&nbsp;that&nbsp;is&nbsp;outside&nbsp;standard&nbsp;industry&nbsp;practice.&nbsp;The&nbsp;firm&nbsp;rigidly&nbsp;adheres&nbsp;to&nbsp;all&nbsp;regulatory&nbsp;requirements&nbsp;in&nbsp;the&nbsp;jurisdictions&nbsp;we&nbsp;operate&nbsp;in.</p><p>2. Presently&nbsp;the&nbsp;firm&nbsp;possesses&nbsp;46&nbsp;licenses&nbsp;in&nbsp;36&nbsp;categories&nbsp;across&nbsp;a&nbsp;wide&nbsp;range&nbsp;of&nbsp;global&nbsp;jurisdictions&nbsp;including&nbsp;Singapore,&nbsp;Hong&nbsp;Kong&nbsp;S.A.R.,&nbsp;The&nbsp;U.S.,&nbsp;and&nbsp;Australia,&nbsp;among&nbsp;others.&nbsp;The&nbsp;firm&nbsp;continues&nbsp;to&nbsp;execute&nbsp;on&nbsp;its&nbsp;internationalization&nbsp;strategy&nbsp;and&nbsp;in&nbsp;the&nbsp;third&nbsp;quarter&nbsp;of&nbsp;2021,&nbsp;more&nbsp;than&nbsp;90%&nbsp;of&nbsp;newly&nbsp;funded&nbsp;accounts&nbsp;were&nbsp;derived&nbsp;from&nbsp;markets&nbsp;outside&nbsp;of&nbsp;mainland&nbsp;China.&nbsp;The&nbsp;firm&nbsp;remains&nbsp;focused&nbsp;on&nbsp;investing&nbsp;in&nbsp;research&nbsp;and&nbsp;development&nbsp;to&nbsp;enable&nbsp;more&nbsp;international&nbsp;investors&nbsp;to&nbsp;enjoy&nbsp;secure,&nbsp;comprehensive&nbsp;and&nbsp;convenient&nbsp;access&nbsp;to&nbsp;global&nbsp;capital&nbsp;markets.</p><p>3. Compliance&nbsp;with&nbsp;laws&nbsp;and&nbsp;regulations&nbsp;is&nbsp;core&nbsp;to&nbsp;the&nbsp;firm’s&nbsp;operations.&nbsp;Should&nbsp;new&nbsp;regulations&nbsp;be&nbsp;introduced&nbsp;in&nbsp;the&nbsp;future,&nbsp;the&nbsp;firm&nbsp;will&nbsp;strictly&nbsp;comply&nbsp;with&nbsp;relevant&nbsp;guidelines&nbsp;and&nbsp;enact&nbsp;new&nbsp;compliance&nbsp;protocols.&nbsp;Furthermore,&nbsp;in&nbsp;the&nbsp;case&nbsp;that&nbsp;relevant&nbsp;authorities&nbsp;promulgate&nbsp;new&nbsp;regulations&nbsp;that&nbsp;have&nbsp;a&nbsp;material&nbsp;effect&nbsp;on&nbsp;our&nbsp;business,&nbsp;the&nbsp;firm&nbsp;will&nbsp;make&nbsp;appropriate&nbsp;disclosures&nbsp;to&nbsp;investors&nbsp;without&nbsp;delay.</p><p>4. Finally,&nbsp;the&nbsp;firm&nbsp;notes&nbsp;that&nbsp;in&nbsp;recent&nbsp;months&nbsp;certain&nbsp;institutions&nbsp;have&nbsp;been&nbsp;disseminating&nbsp;misleading&nbsp;information&nbsp;in&nbsp;order&nbsp;to&nbsp;profiteer&nbsp;from&nbsp;short&nbsp;selling.&nbsp;The&nbsp;firm&nbsp;rejects&nbsp;such&nbsp;malicious&nbsp;short&nbsp;selling&nbsp;activities.&nbsp;We&nbsp;will&nbsp;stay&nbsp;in&nbsp;communication&nbsp;with&nbsp;relevant&nbsp;regulatory&nbsp;authorities&nbsp;and&nbsp;reserve&nbsp;our&nbsp;right&nbsp;to&nbsp;hold&nbsp;those&nbsp;disseminating&nbsp;false&nbsp;information&nbsp;accountable&nbsp;in&nbsp;accordance&nbsp;with&nbsp;the&nbsp;law.</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>Statement Regarding Foreign Media Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStatement Regarding Foreign Media Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-17 21:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tiger&nbsp;Brokers&nbsp;is&nbsp;aware&nbsp;of&nbsp;the&nbsp;media&nbsp;reports&nbsp;made&nbsp;today&nbsp;regarding&nbsp;potential&nbsp;regulatory&nbsp;policies&nbsp;related&nbsp;to&nbsp;online&nbsp;brokers&nbsp;and&nbsp;would&nbsp;advise&nbsp;relevant&nbsp;stakeholders&nbsp;to&nbsp;take&nbsp;note&nbsp;of&nbsp;the&nbsp;following:</p><p>1. Since&nbsp;inception,&nbsp;the&nbsp;firm&nbsp;has&nbsp;always&nbsp;been&nbsp;committed&nbsp;to&nbsp;providing&nbsp;a&nbsp;first-class&nbsp;investment&nbsp;experience&nbsp;for&nbsp;global&nbsp;investors.&nbsp;The&nbsp;firm’s&nbsp;business&nbsp;model&nbsp;is&nbsp;comparable&nbsp;to&nbsp;other&nbsp;brokers&nbsp;in&nbsp;Singapore&nbsp;and&nbsp;Hong&nbsp;Kong&nbsp;and&nbsp;the&nbsp;firm&nbsp;is&nbsp;not&nbsp;conducting&nbsp;any&nbsp;financial&nbsp;services&nbsp;business&nbsp;that&nbsp;is&nbsp;outside&nbsp;standard&nbsp;industry&nbsp;practice.&nbsp;The&nbsp;firm&nbsp;rigidly&nbsp;adheres&nbsp;to&nbsp;all&nbsp;regulatory&nbsp;requirements&nbsp;in&nbsp;the&nbsp;jurisdictions&nbsp;we&nbsp;operate&nbsp;in.</p><p>2. Presently&nbsp;the&nbsp;firm&nbsp;possesses&nbsp;46&nbsp;licenses&nbsp;in&nbsp;36&nbsp;categories&nbsp;across&nbsp;a&nbsp;wide&nbsp;range&nbsp;of&nbsp;global&nbsp;jurisdictions&nbsp;including&nbsp;Singapore,&nbsp;Hong&nbsp;Kong&nbsp;S.A.R.,&nbsp;The&nbsp;U.S.,&nbsp;and&nbsp;Australia,&nbsp;among&nbsp;others.&nbsp;The&nbsp;firm&nbsp;continues&nbsp;to&nbsp;execute&nbsp;on&nbsp;its&nbsp;internationalization&nbsp;strategy&nbsp;and&nbsp;in&nbsp;the&nbsp;third&nbsp;quarter&nbsp;of&nbsp;2021,&nbsp;more&nbsp;than&nbsp;90%&nbsp;of&nbsp;newly&nbsp;funded&nbsp;accounts&nbsp;were&nbsp;derived&nbsp;from&nbsp;markets&nbsp;outside&nbsp;of&nbsp;mainland&nbsp;China.&nbsp;The&nbsp;firm&nbsp;remains&nbsp;focused&nbsp;on&nbsp;investing&nbsp;in&nbsp;research&nbsp;and&nbsp;development&nbsp;to&nbsp;enable&nbsp;more&nbsp;international&nbsp;investors&nbsp;to&nbsp;enjoy&nbsp;secure,&nbsp;comprehensive&nbsp;and&nbsp;convenient&nbsp;access&nbsp;to&nbsp;global&nbsp;capital&nbsp;markets.</p><p>3. Compliance&nbsp;with&nbsp;laws&nbsp;and&nbsp;regulations&nbsp;is&nbsp;core&nbsp;to&nbsp;the&nbsp;firm’s&nbsp;operations.&nbsp;Should&nbsp;new&nbsp;regulations&nbsp;be&nbsp;introduced&nbsp;in&nbsp;the&nbsp;future,&nbsp;the&nbsp;firm&nbsp;will&nbsp;strictly&nbsp;comply&nbsp;with&nbsp;relevant&nbsp;guidelines&nbsp;and&nbsp;enact&nbsp;new&nbsp;compliance&nbsp;protocols.&nbsp;Furthermore,&nbsp;in&nbsp;the&nbsp;case&nbsp;that&nbsp;relevant&nbsp;authorities&nbsp;promulgate&nbsp;new&nbsp;regulations&nbsp;that&nbsp;have&nbsp;a&nbsp;material&nbsp;effect&nbsp;on&nbsp;our&nbsp;business,&nbsp;the&nbsp;firm&nbsp;will&nbsp;make&nbsp;appropriate&nbsp;disclosures&nbsp;to&nbsp;investors&nbsp;without&nbsp;delay.</p><p>4. Finally,&nbsp;the&nbsp;firm&nbsp;notes&nbsp;that&nbsp;in&nbsp;recent&nbsp;months&nbsp;certain&nbsp;institutions&nbsp;have&nbsp;been&nbsp;disseminating&nbsp;misleading&nbsp;information&nbsp;in&nbsp;order&nbsp;to&nbsp;profiteer&nbsp;from&nbsp;short&nbsp;selling.&nbsp;The&nbsp;firm&nbsp;rejects&nbsp;such&nbsp;malicious&nbsp;short&nbsp;selling&nbsp;activities.&nbsp;We&nbsp;will&nbsp;stay&nbsp;in&nbsp;communication&nbsp;with&nbsp;relevant&nbsp;regulatory&nbsp;authorities&nbsp;and&nbsp;reserve&nbsp;our&nbsp;right&nbsp;to&nbsp;hold&nbsp;those&nbsp;disseminating&nbsp;false&nbsp;information&nbsp;accountable&nbsp;in&nbsp;accordance&nbsp;with&nbsp;the&nbsp;law.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108682296","content_text":"Tiger Brokers is aware of the media reports made today regarding potential regulatory policies related to online brokers and would advise relevant stakeholders to take note of the following:1. Since inception, the firm has always been committed to providing a first-class investment experience for global investors. The firm’s business model is comparable to other brokers in Singapore and Hong Kong and the firm is not conducting any financial services business that is outside standard industry practice. The firm rigidly adheres to all regulatory requirements in the jurisdictions we operate in.2. Presently the firm possesses 46 licenses in 36 categories across a wide range of global jurisdictions including Singapore, Hong Kong S.A.R., The U.S., and Australia, among others. The firm continues to execute on its internationalization strategy and in the third quarter of 2021, more than 90% of newly funded accounts were derived from markets outside of mainland China. The firm remains focused on investing in research and development to enable more international investors to enjoy secure, comprehensive and convenient access to global capital markets.3. Compliance with laws and regulations is core to the firm’s operations. Should new regulations be introduced in the future, the firm will strictly comply with relevant guidelines and enact new compliance protocols. Furthermore, in the case that relevant authorities promulgate new regulations that have a material effect on our business, the firm will make appropriate disclosures to investors without delay.4. Finally, the firm notes that in recent months certain institutions have been disseminating misleading information in order to profiteer from short selling. The firm rejects such malicious short selling activities. We will stay in communication with relevant regulatory authorities and reserve our right to hold those disseminating false information accountable in accordance with the law.","news_type":1,"symbols_score_info":{"TIGR":0.9}},"isVote":1,"tweetType":1,"viewCount":3564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096023679,"gmtCreate":1644271949565,"gmtModify":1676533905639,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023679","repostId":"1186876974","repostType":4,"repost":{"id":"1186876974","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245081,"share":"https://ttm.financial/m/news/1186876974?lang=en_US&edition=fundamental","pubTime":"2022-02-07 22:44","market":"us","language":"en","title":"EV Stocks Rose in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1186876974","media":"Tiger Newspress","summary":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 ","content":"<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>EV Stocks Rose in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Rose in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186876974","content_text":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"RIVN":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096023919,"gmtCreate":1644271912415,"gmtModify":1676533905636,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"title":"","htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023919","repostId":"1158578585","repostType":4,"repost":{"id":"1158578585","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245453,"share":"https://ttm.financial/m/news/1158578585?lang=en_US&edition=fundamental","pubTime":"2022-02-07 22:50","market":"us","language":"en","title":"Cruise Line Stocks Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1158578585","media":"Tiger Newspress","summary":"Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbe","content":"<html><head></head><body><p>Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.<img src=\"https://static.tigerbbs.com/44881c276fd2c2bc31a45f76da7b1f22\" tg-width=\"382\" tg-height=\"163\" width=\"100%\" height=\"auto\"/></p></body></html>","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>Cruise Line Stocks Gained in Morning Trading</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCruise Line Stocks Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.<img src=\"https://static.tigerbbs.com/44881c276fd2c2bc31a45f76da7b1f22\" tg-width=\"382\" tg-height=\"163\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RCL":"皇家加勒比邮轮","NCLH":"挪威邮轮","CCL":"嘉年华邮轮"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158578585","content_text":"Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.","news_type":1,"symbols_score_info":{"RCL":0.9,"CCL":0.9,"NCLH":0.9}},"isVote":1,"tweetType":1,"viewCount":4144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002455828,"gmtCreate":1642080437285,"gmtModify":1676533678626,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002455828","repostId":"2203761861","repostType":2,"isVote":1,"tweetType":1,"viewCount":2859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001784039,"gmtCreate":1641333091457,"gmtModify":1676533597638,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/9001784039","repostId":"1130666801","repostType":4,"repost":{"id":"1130666801","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":1641311316,"share":"https://ttm.financial/m/news/1130666801?lang=en_US&edition=fundamental","pubTime":"2022-01-04 23:48","market":"other","language":"zh","title":"Pinduoduo fell more than 10% as the decline of popular Chinese stocks continued to expand","url":"https://stock-news.laohu8.com/highlight/detail?id=1130666801","media":"老虎资讯综合","summary":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","content":"<p><html><head></head><body>On January 4th, the decline of popular Chinese stocks continued to expand,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/GDS\">GDS</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Both fell by more than 10%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fog core technology fell by more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>fell by more than 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 7%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Down more than 5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" 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>Pinduoduo fell more than 10% as the decline of popular Chinese stocks continued to expand</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{ 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}\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\">\nPinduoduo fell more than 10% as the decline of popular Chinese stocks continued to expand\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\">2022-01-04 23:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 4th, the decline of popular Chinese stocks continued to expand,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/GDS\">GDS</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Both fell by more than 10%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fog core technology fell by more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>fell by more than 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 7%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Down more than 5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" 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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4558":"双十一","BK4509":"腾讯概念","BK4122":"互联网与直销零售","BK4526":"热门中概股","BK4531":"中概回港概念","BK4505":"高瓴资本持仓","TTTN":"老虎中美互联网巨头ETF","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","PDD":"拼多多","BK4504":"桥水持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130666801","content_text":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","news_type":1,"symbols_score_info":{"PDD":0.9,"TTTN":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":3166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176500261,"gmtCreate":1626904189553,"gmtModify":1703480124250,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/176500261","repostId":"2153864685","repostType":4,"isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149087120,"gmtCreate":1625694741060,"gmtModify":1703746413460,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149087120","repostId":"2149390842","repostType":4,"repost":{"id":"2149390842","kind":"highlight","pubTimestamp":1625668450,"share":"https://ttm.financial/m/news/2149390842?lang=en_US&edition=fundamental","pubTime":"2021-07-07 22:34","market":"fut","language":"zh","title":"Oil prices plummet as UAE plans to sell oil wildly unilaterally","url":"https://stock-news.laohu8.com/highlight/detail?id=2149390842","media":"华尔街见闻","summary":"阿联酋制定了一项新战略：在需求枯竭之前尽可能多地出售原油。","content":"<p>On Wednesday, the price of the main contract of WTI crude oil futures plummeted.</p><p><img src=\"https://static.tigerbbs.com/cb2d1234c48fe0de6052894acce79f5f\" tg-width=\"1405\" tg-height=\"873\"></p><p>On the news side, the US Dollar Index DXY broke through the previous high of 92.76, a new high since April 6th.</p><p>On the other hand, behind the standoff within OPEC + over whether to boost oil production, a key cartel member, the UAE, has developed a new strategy:<b>Sell as much crude oil as you can before demand dries up.</b>The strategy of the UAE, the world's largest reserve of untapped oil, marks the most remarkable shift in its oil policy in history and is breaking with traditional beliefs. After all, the government has said for years that they are not worried about not finding a buyer for crude oil for a long time to come (and thus breaking the sale).</p><p>On the supply side, the parties involved in the Iran nuclear agreement held several rounds of talks in Vienna at the beginning of April this year, and no consensus has been reached for three months. Hardline representative Raisi is elected Iran's new president, and wariness against the United States in nuclear talks will only grow stronger. The date of the return of Iranian crude oil to the market has been postponed many times. At present, the road is difficult and long, and the prospect is unpredictable. The breakdown of OPEC + negotiations means that the follow-up production increase plan is stranded, which will further aggravate the global situation of tight crude oil supply;</p><p>On the demand side, global economic growth is expected to accelerate further, and the pace of recovery of developed economies continues to lead emerging economies. The latest Global Economic Prospect report released by the World Bank raised its global economic growth forecast for 2021 from 4.1% to 5.6%. With the continuous advancement of vaccination and the reopening of the economy, the demand for road travel in Europe and the United States has been significantly released. Public transportation and travel to work in many countries have reached their highest levels since the start of last year, with the travel index of major eurozone economies only about 10% lower than before the pandemic and the U.S. travel activity index down 6.5% from before the pandemic. With the lifting of travel restrictions, aviation kerosene consumption has more room for growth than land transportation fuel demand. Goldman Sachs expects that the global demand will reach 96.9 million barrels per day in June and 99.23 million barrels per day in August, and the gap between crude oil supply and demand will further enlarge.</p><p>In terms of liquidity, the probability of large-scale changes in monetary policy positions of major economies in the third quarter is low, and money market interest rates will remain low. The leading indicators of economic operation in Europe and the United States have fallen, and the market is worried that the economy may enter a cycle of stagflation or deflation. According to the \"Merrill Lynch Clock\" theory, the price of crude oil has performed well in the stagflation period. As for the deflation risk, we think it is not big on the whole.</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>Oil prices plummet as UAE plans to sell oil wildly unilaterally</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\">\nOil prices plummet as UAE plans to sell oil wildly unilaterally\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\">2021-07-07 22:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Wednesday, the price of the main contract of WTI crude oil futures plummeted.</p><p><img src=\"https://static.tigerbbs.com/cb2d1234c48fe0de6052894acce79f5f\" tg-width=\"1405\" tg-height=\"873\"></p><p>On the news side, the US Dollar Index DXY broke through the previous high of 92.76, a new high since April 6th.</p><p>On the other hand, behind the standoff within OPEC + over whether to boost oil production, a key cartel member, the UAE, has developed a new strategy:<b>Sell as much crude oil as you can before demand dries up.</b>The strategy of the UAE, the world's largest reserve of untapped oil, marks the most remarkable shift in its oil policy in history and is breaking with traditional beliefs. After all, the government has said for years that they are not worried about not finding a buyer for crude oil for a long time to come (and thus breaking the sale).</p><p>On the supply side, the parties involved in the Iran nuclear agreement held several rounds of talks in Vienna at the beginning of April this year, and no consensus has been reached for three months. Hardline representative Raisi is elected Iran's new president, and wariness against the United States in nuclear talks will only grow stronger. The date of the return of Iranian crude oil to the market has been postponed many times. At present, the road is difficult and long, and the prospect is unpredictable. The breakdown of OPEC + negotiations means that the follow-up production increase plan is stranded, which will further aggravate the global situation of tight crude oil supply;</p><p>On the demand side, global economic growth is expected to accelerate further, and the pace of recovery of developed economies continues to lead emerging economies. The latest Global Economic Prospect report released by the World Bank raised its global economic growth forecast for 2021 from 4.1% to 5.6%. With the continuous advancement of vaccination and the reopening of the economy, the demand for road travel in Europe and the United States has been significantly released. Public transportation and travel to work in many countries have reached their highest levels since the start of last year, with the travel index of major eurozone economies only about 10% lower than before the pandemic and the U.S. travel activity index down 6.5% from before the pandemic. With the lifting of travel restrictions, aviation kerosene consumption has more room for growth than land transportation fuel demand. Goldman Sachs expects that the global demand will reach 96.9 million barrels per day in June and 99.23 million barrels per day in August, and the gap between crude oil supply and demand will further enlarge.</p><p>In terms of liquidity, the probability of large-scale changes in monetary policy positions of major economies in the third quarter is low, and money market interest rates will remain low. The leading indicators of economic operation in Europe and the United States have fallen, and the market is worried that the economy may enter a cycle of stagflation or deflation. According to the \"Merrill Lynch Clock\" theory, the price of crude oil has performed well in the stagflation period. As for the deflation risk, we think it is not big on the whole.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3634829\">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/b40d7f90c920f8b2d2d6c0e89575a430","relate_stocks":{"USO":"美国原油ETF"},"source_url":"https://wallstreetcn.com/articles/3634829","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149390842","content_text":"周三盘中，WTI原油期货主力合约价格直线下跌。\n\n消息面上，美元指数DXY突破前高92.76，创4月6日以来新高。\n另一方面，在OPEC+内部关于是否提高石油产量的僵局背后，一个关键的卡特尔成员——阿联酋制定了一项新战略：在需求枯竭之前尽可能多地出售原油。阿联酋是世界上最大的未开采源油储备国，该国的此项战略，标志着其石油政策正在发生历史上最显著的转变，并正在打破传统观念。毕竟多年来该国政府一直表示，他们并不担心在未来很长一段时间内找不到原油买家（从而击破出售）。\n供应方面，伊核协议相关方今年4月初开始在维也纳举行了多轮会谈，至今已持续三个月仍未达成共识。强硬派代表莱西当选伊朗新总统后，在核谈判中对美国的戒备心只会更加强烈。市场对伊朗原油回归市场的日期已经多次推迟，目前看道阻且长、前景难料。而OPEC+谈判破裂，意味着后续增产计划搁浅，将进一步加剧全球面临原油供应紧张的局面；\n需求方面，全球经济增长有望进一步提速，发达经济体复苏步伐继续领先新兴经济体。世界银行发布的最新一期《全球经济展望》报告，将2021年全球经济增长预期由4.1%上调至5.6%。随着疫苗接种的不断推进和经济的重新开放，欧美道路出行需求得到明显释放。许多国家的公共交通和上班出行都到了去年年初以来的最高水平，其中欧元区各大经济体出行指数仅较疫情前低10%左右，美国出行活动指数较疫情前下降了6.5%。随着出行限制的解除，航空煤油的消费相较于陆上交通燃料需求具有更大的上涨空间。高盛预计6月全球需求达到了9690万桶/天，8月份全球需求将达到9923万桶/天，原油供需缺口将进一步放大。\n流动性方面，三季度主要经济体货币政策立场发生大规模变化的概率较低，货币市场利率仍将保持低位运行态势。欧美经济运行领先指标回落，市场忧虑经济可能进入滞胀或通缩周期。按照“美林时钟”理论，滞涨期原油价格有不错的表现，至于通缩风险我们认为总体而言并不大。","news_type":1,"symbols_score_info":{"USO":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149084162,"gmtCreate":1625694671756,"gmtModify":1703746412806,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149084162","repostId":"1138737345","repostType":4,"isVote":1,"tweetType":1,"viewCount":2634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149084325,"gmtCreate":1625694635667,"gmtModify":1703746413624,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/149084325","repostId":"2149367201","repostType":4,"repost":{"id":"2149367201","kind":"news","pubTimestamp":1625629870,"share":"https://ttm.financial/m/news/2149367201?lang=en_US&edition=fundamental","pubTime":"2021-07-07 11:51","market":"us","language":"zh","title":"The sound of the cycle peaking is endless. Is it time to abandon the high valuation \"dream stocks\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149367201","media":"智通财经","summary":"6月开始比较明显的变化是美国2年期债券收益率显著拉升，突破横盘了1年多的通道，随着短端收益率的变化，收益率曲线也出现了平坦化特征，在复苏中后段，股票、商品、短债表现出了同步回落的特征。\n未来如果大类资","content":"<p>The obvious change in June was that the yield of 2-year bonds in the United States rose significantly, breaking through the channel that had been sideways for more than a year. With the change of short-term yield, the yield curve also showed flattening characteristics. In the middle and late stages of recovery, stocks, commodities and short-term bonds showed the characteristics of synchronous decline.</p><p>In the future, if large assets continue to be interpreted along the characteristics of this stage, then risk assets may face medium-term adjustment. So, does this mean that this round of economic cycle has peaked?</p><p>Two months ago, Wall Street<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>The fund manager survey in May gave a forward-looking response and concluded that post-pandemic economic expansion has peaked, both in terms of economic growth expectations and in combination with capital expenditure plans, inflation expectations, and more.</p><p><img src=\"https://static.tigerbbs.com/46bfaf0d47ea7cca18c1c370ccd708cc\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/06aa796f2b3c8520d767d8d73c1accce\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p>Of course, these forward-looking expectations need to be verified by some more convincing data. For example, the latest global manufacturing PMI data released recently has also peaked.</p><p>As Deutsche Bank analyst Frances Yared wrote, the global manufacturing PMI fell back to 56.8% in June, and a PMI of 54 will remain at a very high level from a historical perspective, so at this stage, a decline from the peak should be seen as a correction entering the middle of the cycle. The peak PMI data clearly confirms that it is currently at the \"top of the cycle\", which can also be said to be the mid-cycle stage.</p><p><img src=\"https://static.tigerbbs.com/d7da994dc0c86da1ef8c6b2402a8e731\" tg-width=\"500\" tg-height=\"337\" referrerpolicy=\"no-referrer\"></p><p>In addition, in June, the Asian manufacturing PMI decreased by 0.8 percentage points from the previous month to 51.2%, decreasing month-on-month for two consecutive months, ending the running range of about 52% for seven consecutive months and falling to around 51%.</p><p>A recent report released by the World Bank predicts that the global economy will grow by 5.6% this year, the fastest growth rate in nearly 50 years and the fastest post-recession growth rate in nearly 80 years.</p><p>It is worth mentioning that,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Michael Wilson has also been warning for months that the economic cycle is about to peak.</p><p>Bank of America also agrees with the view that the economic cycle has peaked. For example, Savita Subramanian, the bank's chief quantitative officer, wrote in a report, \"Historically, the top range of the cycle usually lasts for 12 months, and at present we only have four months left. Therefore, the current stage can continue at least until the summer, and may extend beyond the summer.\"</p><p><img src=\"https://static.tigerbbs.com/15fea0a2f3b8a24b81f355926d7961e2\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p><p>What does this mean for investing?<b>Mid-cycle periods are often accompanied by rising interest rates and capital expenditures, so valuation metrics that reflect the company's value and profitability that reflects capital expenditures are important.</b></p><p>Jim Paulsen of Leuthold Group, by analyzing bull market cycles over the past 40 years, points out that while every bull market is different, the pattern followed is usually the same: namely a strong run at the beginning of the cycle, a hesitation period lasting a year or more, followed by a trend reversal and, of course, a crash, assuming there is no Fed bailout.</p><p>Describing the mid-term cycle, which he calls the revaluation phase, Paulsen points out that this is when corporate performance continues to improve, but valuations become stretched thin and pressure on higher yields intensifies. In this case, the stock market will only turn for a year at most.</p><p>The signal of the peak of the general cycle is that the valuation keeps rising, almost doubling from the bottom, and the company's performance and yield continue to improve.</p><p>For example, in 1982, the stock market rebounded sharply as corporate profits and bond yields continued to decline. Then the S&P 500 saw a 15 percent pullback in mid-1984, and the following year, earnings began to pick up and bond yields rose.</p><p>In 1992, corporate profits and yields declined as they entered the mid-1994 cycle, when the S&P fell nearly 10% in early 1994 and remained flat until 1995.</p><p>A similar situation happened in 2004, when the P/E of the S&P 500 fell from 22 times in late 2003 to less than 17 times in late 2004.</p><p><img src=\"https://static.tigerbbs.com/e8d4e56d16398ae45a8c51e7f5c630e3\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Traditionally, growth stocks and high-quality stocks (value stocks) usually switch when the boom enters the next stage. Generally, in the period of expansion and stabilization (now), growth stocks will outperform cyclical stocks. Cyclical stocks generally outperform during the initial economic recovery period.</p><p>In short, this cycle is not a normal cycle, and the valuation of some growth stocks has approached the extreme due to the epidemic. Therefore, at the current stage, we should focus on high-quality and profitable growth stocks, while some growth stocks can only be called \"dream stocks\" or \"faith stocks\", which may not be favored at this stage.</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>The sound of the cycle peaking is endless. Is it time to abandon the high valuation \"dream 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\">\nThe sound of the cycle peaking is endless. Is it time to abandon the high valuation \"dream stocks\"?\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\">2021-07-07 11:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The obvious change in June was that the yield of 2-year bonds in the United States rose significantly, breaking through the channel that had been sideways for more than a year. With the change of short-term yield, the yield curve also showed flattening characteristics. In the middle and late stages of recovery, stocks, commodities and short-term bonds showed the characteristics of synchronous decline.</p><p>In the future, if large assets continue to be interpreted along the characteristics of this stage, then risk assets may face medium-term adjustment. So, does this mean that this round of economic cycle has peaked?</p><p>Two months ago, Wall Street<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>The fund manager survey in May gave a forward-looking response and concluded that post-pandemic economic expansion has peaked, both in terms of economic growth expectations and in combination with capital expenditure plans, inflation expectations, and more.</p><p><img src=\"https://static.tigerbbs.com/46bfaf0d47ea7cca18c1c370ccd708cc\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/06aa796f2b3c8520d767d8d73c1accce\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p>Of course, these forward-looking expectations need to be verified by some more convincing data. For example, the latest global manufacturing PMI data released recently has also peaked.</p><p>As Deutsche Bank analyst Frances Yared wrote, the global manufacturing PMI fell back to 56.8% in June, and a PMI of 54 will remain at a very high level from a historical perspective, so at this stage, a decline from the peak should be seen as a correction entering the middle of the cycle. The peak PMI data clearly confirms that it is currently at the \"top of the cycle\", which can also be said to be the mid-cycle stage.</p><p><img src=\"https://static.tigerbbs.com/d7da994dc0c86da1ef8c6b2402a8e731\" tg-width=\"500\" tg-height=\"337\" referrerpolicy=\"no-referrer\"></p><p>In addition, in June, the Asian manufacturing PMI decreased by 0.8 percentage points from the previous month to 51.2%, decreasing month-on-month for two consecutive months, ending the running range of about 52% for seven consecutive months and falling to around 51%.</p><p>A recent report released by the World Bank predicts that the global economy will grow by 5.6% this year, the fastest growth rate in nearly 50 years and the fastest post-recession growth rate in nearly 80 years.</p><p>It is worth mentioning that,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Michael Wilson has also been warning for months that the economic cycle is about to peak.</p><p>Bank of America also agrees with the view that the economic cycle has peaked. For example, Savita Subramanian, the bank's chief quantitative officer, wrote in a report, \"Historically, the top range of the cycle usually lasts for 12 months, and at present we only have four months left. Therefore, the current stage can continue at least until the summer, and may extend beyond the summer.\"</p><p><img src=\"https://static.tigerbbs.com/15fea0a2f3b8a24b81f355926d7961e2\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p><p>What does this mean for investing?<b>Mid-cycle periods are often accompanied by rising interest rates and capital expenditures, so valuation metrics that reflect the company's value and profitability that reflects capital expenditures are important.</b></p><p>Jim Paulsen of Leuthold Group, by analyzing bull market cycles over the past 40 years, points out that while every bull market is different, the pattern followed is usually the same: namely a strong run at the beginning of the cycle, a hesitation period lasting a year or more, followed by a trend reversal and, of course, a crash, assuming there is no Fed bailout.</p><p>Describing the mid-term cycle, which he calls the revaluation phase, Paulsen points out that this is when corporate performance continues to improve, but valuations become stretched thin and pressure on higher yields intensifies. In this case, the stock market will only turn for a year at most.</p><p>The signal of the peak of the general cycle is that the valuation keeps rising, almost doubling from the bottom, and the company's performance and yield continue to improve.</p><p>For example, in 1982, the stock market rebounded sharply as corporate profits and bond yields continued to decline. Then the S&P 500 saw a 15 percent pullback in mid-1984, and the following year, earnings began to pick up and bond yields rose.</p><p>In 1992, corporate profits and yields declined as they entered the mid-1994 cycle, when the S&P fell nearly 10% in early 1994 and remained flat until 1995.</p><p>A similar situation happened in 2004, when the P/E of the S&P 500 fell from 22 times in late 2003 to less than 17 times in late 2004.</p><p><img src=\"https://static.tigerbbs.com/e8d4e56d16398ae45a8c51e7f5c630e3\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Traditionally, growth stocks and high-quality stocks (value stocks) usually switch when the boom enters the next stage. Generally, in the period of expansion and stabilization (now), growth stocks will outperform cyclical stocks. Cyclical stocks generally outperform during the initial economic recovery period.</p><p>In short, this cycle is not a normal cycle, and the valuation of some growth stocks has approached the extreme due to the epidemic. Therefore, at the current stage, we should focus on high-quality and profitable growth stocks, while some growth stocks can only be called \"dream stocks\" or \"faith stocks\", which may not be favored at this stage.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/508819.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/15e20574f8fb568333181d61bb200086","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/508819.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149367201","content_text":"6月开始比较明显的变化是美国2年期债券收益率显著拉升，突破横盘了1年多的通道，随着短端收益率的变化，收益率曲线也出现了平坦化特征，在复苏中后段，股票、商品、短债表现出了同步回落的特征。\n未来如果大类资产仍顺着这一阶段特征持续演绎，那么风险资产或将面临中期调整，那么，这是否意味着此轮经济周期已经见顶呢?\n两个月前，华尔街对美国银行5月份的基金经理调查做出了前瞻性回应，并得出结论：无论从经济增长预期来看，还是结合资本支出计划、通胀预期等等，后疫情时代经济扩张已见顶。\n\n\n当然，这些前瞻性预期需要一些更有说服力的数据的验证，如近日最新公布的全球制造业PMI数据也已经见顶。\n正如德银分析师Frances Yared所写，6月全球制造业PMI回落至56.8%，从历史角度来看，PMI为54仍将处于非常高的水平，因此现阶段，从峰值开始的下跌应被视为进入周期中期后的修正。PMI峰值数据明确证实，目前正处于“周期顶部”，也可以说周期中期阶段。\n\n此外，6月亚洲制造业PMI较上月下降0.8个百分点至51.2%，连续2个月环比下降，结束了连续7个月52%左右的运行区间，降至51%附近。\n世界银行近期发布报告预计今年全球经济将增长5.6%，是近50年来最快涨速，也是近80年来最快的衰退后涨速。\n值得一提的是，摩根士丹利的迈克尔•威尔逊(MichaelWilson)几个月来也一直警告经济周期即将见顶。\n美国银行也同意经济周期见顶的观点，如该行首席量化官萨维塔•苏布拉曼尼亚(Savita Subramanian)的一份报告中写道，“历史上周期顶部区间通常会持续12个月，目前我们只剩下4个月了。因此，目前的阶段至少可以延续到夏季，并有可能延续到夏季以后。”\n\n这对投资意味着什么?周期中期通常伴随着利率和资本支出的上升，因此，反映公司价值的估值指标和反映资本支出的盈利能力非常重要。\nLeuthold Group的Jim Paulsen通过分析了过去40年的牛市周期指出，虽然每一个牛市都是不同的，但遵循的模式通常是相同的：即周期开始时的强劲运行，持续一年或更长时间的犹豫期，然后趋势发生逆转，当然也可能是崩盘，假设没有美联储的救助。\nPaulsen在描述中期周期(他称之为价值重估阶段)时指出，此时企业业绩继续改善，但估值变得捉襟见肘，收益率上升的压力加剧。在这种情况下，股市最多只能在一年内将发生转向。\n一般周期见顶的信号为：估值不断上升，几乎从谷底翻番，公司业绩和收益率都持续提高。\n如1982年，由于企业利润和债券收益率持续下降，股市出现大幅反弹。随后，标准普尔500指数在1984年中期出现了15%的回调，第二年，收益开始回升，债券收益率上升。\n1992年，企业利润和收益率在进入1994年中期周期时出现下滑，当时标普指数在1994年初下跌了近10%，并一直持平到1995年。\n类似的情况发生在2004年，当时标普500指数的市盈率从2003年末的22倍下降到2004年末的17倍以下。\n\n传统上，当景气迈入下一阶段时，成长股、高质量股票(价值股)通常表现会切换。一般在扩张和趋于稳定的时期(当下)，成长股会跑赢周期股。周期股一般在最初的经济复苏期跑赢。\n总之，这一轮周期并非正常的周期，疫情导致部分成长股的估值已接近极端，因此在当前的阶段，应聚焦高质量和高盈利能力的成长股，而一部分成长股只能被称为“梦想股”或“信仰股”，在这一阶段可能并不会受到青睐。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SSO":0.9,".SPX":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"SH":0.9,"SPXU":0.9,"ESmain":0.9,"UPRO":0.9,"SDS":0.9}},"isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149085882,"gmtCreate":1625694554046,"gmtModify":1703746411991,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/149085882","repostId":"2149360700","repostType":4,"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150244158,"gmtCreate":1624918406874,"gmtModify":1703847695546,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/150244158","repostId":"1186578125","repostType":4,"repost":{"id":"1186578125","kind":"news","pubTimestamp":1624879503,"share":"https://ttm.financial/m/news/1186578125?lang=en_US&edition=fundamental","pubTime":"2021-06-28 19:25","market":"sh","language":"zh","title":"Dalio's latest speech: Stocks aren't necessarily in a bubble right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1186578125","media":"人民币交易与研究","summary":"全球最大对冲基金桥水创始人达里奥6月24日连发两篇推文，介绍自己衡量泡沫的六项指标，并发布了一个10分钟的视频阐述自己对当下股市泡沫的看法。\n在这个应罗宾汉基金会要求解释股票泡沫的视频中，达里奥表示，","content":"<p>Dario, founder of Bridgewater, the world's largest hedge fund, sent two tweets on June 24th, introducing his six indicators to measure bubbles, and released a 10-minute video to explain his views on the current stock market bubble.</p><p>In this video explaining the equity bubble at the request of the Robin Hood Foundation, Dalio said that while indicators show that some stocks are \"bubbling\" right now, the stock market is not necessarily in a bubble right now.</p><p><img src=\"https://static.tigerbbs.com/ed46d81d71867f2d1eb8b3b9ad012779\" tg-width=\"532\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>\"By bubble, I mean unsustainably high prices, and I measure it with six metrics,\" Dalio wrote in a tweet, noting that investors need to watch for signs such as buyer leverage levels and the number of new buyers.</p><p>In fact, as early as mid-May, Dario shared his research on stock market bubbles in WeChat official account, detailing these six systematic \"bubble indicators\", including price, bullish sentiment, leverage, etc.:</p><p>1. How high is the price relative to traditional measurement standards?</p><p>2. Do prices reflect unsustainable conditions?</p><p>3. How many new buyers (i.e. people who were not in the market before) have entered the market?</p><p>4. How common is bullish sentiment?</p><p>5. Does trading rely on the support of high leverage?</p><p>6. Do buyers excessively engage in forward transactions (such as building inventory, entering into forward agreements, etc.) to speculate or protect themselves from future price increases?</p><p><img src=\"https://static.tigerbbs.com/b89447f632ae50e578dd9ebcd007795e\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p><p>Here is the full text of this video speech, titled \"Is the stock market in a bubble right now?\":</p><p>Hello everyone, it's a pleasure to be here on behalf of all those who have been helped by Robin Hood (Foundation).</p><p>You know, knowing Robin Hood, because I knew Paul Tudor Jones, when Robin Hood was a glimmer in his eye, he would play basketball with kids in the Bedford-Stuy neighborhood (Bed Stuy), and I was fortunate to be able to see him and all the staff at the Robin Hood Fund, in a very personal and efficient way to help alleviate poverty in America, and to be a part of it. Everything you guys have done is great, so I just want to thank you for what you have done, and to tell you how happy I am to be here and do my meager part.</p><p>I was asked to talk about bubbles, whether the market, the stock market is in a bubble, and what kind of bubble. I just wanted to give you some thoughts on the subject, I only have about 10 minutes. So I want to talk quickly, a few years ago, I started thinking: What is a bubble? When we are in a bubble, what do I mean by bubble? Because in my 50 years of investing, I've seen a lot of bubbles.</p><p>There are six things in my mind that I basically think will lead to bubbles, and I'll list them all. Now, look at them so that you know what I'm talking about.</p><p>First of all, you know, how high our prices are relative to traditional price measures is a consideration. For example, you know our PSI or yield and stuff like that, that's a consideration, but that's not what I call a bubble.</p><p>For example, there may be high prices and low returns, and this can be the case for a long time, but that doesn't mean that the bubble will burst, it's just one component.</p><p>Second, price is a reflection of unsustainable conditions, here referring to the nature of the buyer, who is buying and how to buy, unsustainable conditions will produce a price correction or decline, and then there is a third speculative factor-new buyers in the market are attracted.</p><p>You know, it's like a cocktail party where some people who never attend show up, which is invested in certain assets, it could be tech stocks, it could be real estate, but anyway, everybody thinks, not holding that stuff makes them feel stupid, and all that stuff.</p><p>The fifth item is to buy forward \"contracts\" for large sums, such as someone buying an apartment they don't know about because they think it will go up, or using the age of large-scale commodity trading as an example. I would look at people who use commodities and they buy a lot of forward contracts. In other words, buy inventory to protect yourself from rising prices.</p><p>So when they leave the market – as we've seen recently in commodity markets – when they dump forward contracts and the price keeps falling, they'll say \"I don't want it either\".</p><p>And when the price goes up, they will say that we want premium protection to hedge against the price increase. So, the buyers who extend these forward purchases are a (bubble) indicator.</p><p>I use this table to show the entire stock market, and I apply this framework to basically all assets, and I use a systematic approach to try to determine which ones are in a bubble. In my opinion, among the wide variety of stocks, some have bubbles and some don't, and the entire stock market is just as this chart shows.</p><p>This chart dates back to 1910, and it is an indicator of the extent of the bubble. You can see that there is a bubble at present, but it is not as high as in 2000 and 1929, but higher than in 2007.</p><p><img src=\"https://static.tigerbbs.com/4c4f2ff86c22e19d1a051e96d120c0fa\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p><p>Let's look at stocks that have bubbles, and by those criteria, a lot of them don't have bubbles.</p><p><img src=\"https://static.tigerbbs.com/4ebf9f9bfdd5c982106b5c4f97acf635\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"></p><p>This chart goes back to 1995. Compared to 2000, the share of the top 1,000 companies with bubbles in market capitalization is about 5%, and the share of the entire S&P 500 index with bubbles is about 2%, which is not as high as in 2000, but higher than in 2007.</p><p>Now on to the next chart showing bubble stocks.</p><p><img src=\"https://static.tigerbbs.com/15720e9f5f0240be2ddeda3d14230eaa\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p>I separate these bubble stocks from the S&P 500 and can see a decline in the proportion of bubble stocks in the broader market, which I believe is likely to continue, but is currently in a bubble. One of the problems is that bubbles can expand and contract, and timing is a big question.</p><p>The following chart dates back to 1900. The upper chart shows the ratio of debt to gross domestic product (GDP). The blue line in the lower chart shows interest rates, and the red line shows the size of money printed, that is, the amount of money flowing in. So you can see when debt accumulates, as is the case now, and near-zero interest rates are implemented, when both scenarios exist at the same time, there is a big printing of money.</p><p><img src=\"https://static.tigerbbs.com/e5d3d3c839ca42009c377a3eed7c9c3c\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>That's a key element of the bubble because there's a lot of liquidity coming into the market and then there's a lot of money gouging up all kinds of asset prices, so you can see that when the blue line hits zero, the red line goes up significantly. A lot of liquidity, a lot of debt financing and debt monetization created a typical bubble.</p><p>Other factors that can create a bubble are new stock listings, especially if they are not profitable or, in many cases, have no prospect of making a profit.</p><p>These are also bubble considerations, so I would say that you can't say that the current stock market is at the highest degree of bubble, you have to distinguish which stocks are in a bubble, or have been in a bubble; Which stocks aren't, there are actually many stocks currently that aren't in a bubble.</p><p>So I hope this gives you some insight into the bubbles, how I see them and where we are at the moment. Thanks.</p>","source":"lsy1574157197600","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>Dalio's latest speech: Stocks aren't necessarily in a bubble right now</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\">\nDalio's latest speech: Stocks aren't necessarily in a bubble right now\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">人民币交易与研究</strong><span class=\"h-time small\">2021-06-28 19:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Dario, founder of Bridgewater, the world's largest hedge fund, sent two tweets on June 24th, introducing his six indicators to measure bubbles, and released a 10-minute video to explain his views on the current stock market bubble.</p><p>In this video explaining the equity bubble at the request of the Robin Hood Foundation, Dalio said that while indicators show that some stocks are \"bubbling\" right now, the stock market is not necessarily in a bubble right now.</p><p><img src=\"https://static.tigerbbs.com/ed46d81d71867f2d1eb8b3b9ad012779\" tg-width=\"532\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>\"By bubble, I mean unsustainably high prices, and I measure it with six metrics,\" Dalio wrote in a tweet, noting that investors need to watch for signs such as buyer leverage levels and the number of new buyers.</p><p>In fact, as early as mid-May, Dario shared his research on stock market bubbles in WeChat official account, detailing these six systematic \"bubble indicators\", including price, bullish sentiment, leverage, etc.:</p><p>1. How high is the price relative to traditional measurement standards?</p><p>2. Do prices reflect unsustainable conditions?</p><p>3. How many new buyers (i.e. people who were not in the market before) have entered the market?</p><p>4. How common is bullish sentiment?</p><p>5. Does trading rely on the support of high leverage?</p><p>6. Do buyers excessively engage in forward transactions (such as building inventory, entering into forward agreements, etc.) to speculate or protect themselves from future price increases?</p><p><img src=\"https://static.tigerbbs.com/b89447f632ae50e578dd9ebcd007795e\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p><p>Here is the full text of this video speech, titled \"Is the stock market in a bubble right now?\":</p><p>Hello everyone, it's a pleasure to be here on behalf of all those who have been helped by Robin Hood (Foundation).</p><p>You know, knowing Robin Hood, because I knew Paul Tudor Jones, when Robin Hood was a glimmer in his eye, he would play basketball with kids in the Bedford-Stuy neighborhood (Bed Stuy), and I was fortunate to be able to see him and all the staff at the Robin Hood Fund, in a very personal and efficient way to help alleviate poverty in America, and to be a part of it. Everything you guys have done is great, so I just want to thank you for what you have done, and to tell you how happy I am to be here and do my meager part.</p><p>I was asked to talk about bubbles, whether the market, the stock market is in a bubble, and what kind of bubble. I just wanted to give you some thoughts on the subject, I only have about 10 minutes. So I want to talk quickly, a few years ago, I started thinking: What is a bubble? When we are in a bubble, what do I mean by bubble? Because in my 50 years of investing, I've seen a lot of bubbles.</p><p>There are six things in my mind that I basically think will lead to bubbles, and I'll list them all. Now, look at them so that you know what I'm talking about.</p><p>First of all, you know, how high our prices are relative to traditional price measures is a consideration. For example, you know our PSI or yield and stuff like that, that's a consideration, but that's not what I call a bubble.</p><p>For example, there may be high prices and low returns, and this can be the case for a long time, but that doesn't mean that the bubble will burst, it's just one component.</p><p>Second, price is a reflection of unsustainable conditions, here referring to the nature of the buyer, who is buying and how to buy, unsustainable conditions will produce a price correction or decline, and then there is a third speculative factor-new buyers in the market are attracted.</p><p>You know, it's like a cocktail party where some people who never attend show up, which is invested in certain assets, it could be tech stocks, it could be real estate, but anyway, everybody thinks, not holding that stuff makes them feel stupid, and all that stuff.</p><p>The fifth item is to buy forward \"contracts\" for large sums, such as someone buying an apartment they don't know about because they think it will go up, or using the age of large-scale commodity trading as an example. I would look at people who use commodities and they buy a lot of forward contracts. In other words, buy inventory to protect yourself from rising prices.</p><p>So when they leave the market – as we've seen recently in commodity markets – when they dump forward contracts and the price keeps falling, they'll say \"I don't want it either\".</p><p>And when the price goes up, they will say that we want premium protection to hedge against the price increase. So, the buyers who extend these forward purchases are a (bubble) indicator.</p><p>I use this table to show the entire stock market, and I apply this framework to basically all assets, and I use a systematic approach to try to determine which ones are in a bubble. In my opinion, among the wide variety of stocks, some have bubbles and some don't, and the entire stock market is just as this chart shows.</p><p>This chart dates back to 1910, and it is an indicator of the extent of the bubble. You can see that there is a bubble at present, but it is not as high as in 2000 and 1929, but higher than in 2007.</p><p><img src=\"https://static.tigerbbs.com/4c4f2ff86c22e19d1a051e96d120c0fa\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p><p>Let's look at stocks that have bubbles, and by those criteria, a lot of them don't have bubbles.</p><p><img src=\"https://static.tigerbbs.com/4ebf9f9bfdd5c982106b5c4f97acf635\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"></p><p>This chart goes back to 1995. Compared to 2000, the share of the top 1,000 companies with bubbles in market capitalization is about 5%, and the share of the entire S&P 500 index with bubbles is about 2%, which is not as high as in 2000, but higher than in 2007.</p><p>Now on to the next chart showing bubble stocks.</p><p><img src=\"https://static.tigerbbs.com/15720e9f5f0240be2ddeda3d14230eaa\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p>I separate these bubble stocks from the S&P 500 and can see a decline in the proportion of bubble stocks in the broader market, which I believe is likely to continue, but is currently in a bubble. One of the problems is that bubbles can expand and contract, and timing is a big question.</p><p>The following chart dates back to 1900. The upper chart shows the ratio of debt to gross domestic product (GDP). The blue line in the lower chart shows interest rates, and the red line shows the size of money printed, that is, the amount of money flowing in. So you can see when debt accumulates, as is the case now, and near-zero interest rates are implemented, when both scenarios exist at the same time, there is a big printing of money.</p><p><img src=\"https://static.tigerbbs.com/e5d3d3c839ca42009c377a3eed7c9c3c\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>That's a key element of the bubble because there's a lot of liquidity coming into the market and then there's a lot of money gouging up all kinds of asset prices, so you can see that when the blue line hits zero, the red line goes up significantly. A lot of liquidity, a lot of debt financing and debt monetization created a typical bubble.</p><p>Other factors that can create a bubble are new stock listings, especially if they are not profitable or, in many cases, have no prospect of making a profit.</p><p>These are also bubble considerations, so I would say that you can't say that the current stock market is at the highest degree of bubble, you have to distinguish which stocks are in a bubble, or have been in a bubble; Which stocks aren't, there are actually many stocks currently that aren't in a bubble.</p><p>So I hope this gives you some insight into the bubbles, how I see them and where we are at the moment. Thanks.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/lv14Xv-iB491-ddK3pdX_w\">人民币交易与研究</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61ac6f61084482a9c0c70291c78e92f5","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/lv14Xv-iB491-ddK3pdX_w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186578125","content_text":"全球最大对冲基金桥水创始人达里奥6月24日连发两篇推文，介绍自己衡量泡沫的六项指标，并发布了一个10分钟的视频阐述自己对当下股市泡沫的看法。\n在这个应罗宾汉基金会要求解释股票泡沫的视频中，达里奥表示，虽然指标显示一些股票目前“存在泡沫”，但股市眼下不一定处于泡沫中。\n\n达里奥在推文中写道，“我所说的泡沫是指不可持续的高价，我用六项指标来衡量它”，并指出投资者需关注买家杠杆水平和新买家数量等迹象。\n事实上，早在5月中旬时，达里奥就曾在公众号分享了他对股市泡沫的研究，详述了这六种系统性“泡沫指标”，包括价格、看涨情绪、杠杆高低等：\n1． 相对传统的衡量标准，价格有多高？\n2． 价格是否反映了不可持续的状况？\n3． 有多少新买家（即之前不在市场里的人）进入了市场？\n4． 看涨情绪有多普遍？\n5． 交易是否依赖高杠杆的支撑？\n6． 买家是否过度进行远期交易（如建立库存、签订远期协议等）来投机或保护自己免受未来价格上涨的影响？\n\n以下是这个名为《股市目前是否处于泡沫中？》的视频演讲全文：\n大家好，很高兴能代表所有被罗宾汉（基金会）帮助过的人来到这里。\n你们知道，知道罗宾汉，是因为我认识保罗·都铎·琼斯，当时罗宾汉是他眼里的一抹微光，他会在贝德福德-斯图文森特街区（Bed Stuy）和孩子们一起打篮球，我很幸运能够看到他和罗宾汉基金的所有工作人员，以一种非常个人化和高效的方式来帮助减轻美国的贫困，并且能够成为其中的一员。你们所做的一切都很棒，所以我只想感谢你们所做的一切，并且告诉你们能够来到这里并尽我的微薄之力，我有多么高兴。\n我被要求谈论泡沫，市场、股市是否处于泡沫中，以及什么样的泡沫。我只想给你们一些关于这个问题的想法，我只有大约10分钟的时间。所以我想讲快点，几年前，我开始思考：什么是泡沫？当我们身处泡沫中时，我所说的泡沫是指什么？因为在我50年的投资生涯中，我看到了很多泡沫。\n在我脑海中，有六件事是我基本上认为会导致产生泡沫的，我将他们一一列举出来。现在，看着它们，以便您知道我在说什么。\n首先，您知道，我们的价格相对于传统的价格衡量标准有多高是一个考虑因素。例如，你知道我们的PSI或收益率之类的东西，这是一个考虑因素，但这不是我所说的泡沫。\n比方说，可能出现价格高回报低的现象，而且这种情况可以持续很长时间，但这并不意味着泡沫会破灭，只是其中一个组成因素。\n第二，价格是反映不可持续的条件，这里指的是买方的性质，谁在买入和如何买入，不可持续的条件会产生了价格调整或下跌，然后就出现了第三个投机因素——市场上的新买家被吸引了。\n您知道，这就像鸡尾酒会，有些从不参加的人出现了，也就是投资了某些资产，可能是科技股，也可能是房地产，但无论如何，每个人都想，没有持有这些东西会让他们觉得自己很蠢，诸如此类。\n第五项是大额购买远期“合约”，比如有人买了他们不了解的公寓，因为他们认为公寓会上涨，或者用大规模交易大宗商品的年代来举例。我会观察那些使用大宗商品的人，他们购买了大量远期合约。换句话说，购买库存以保护自己免受价格上涨的影响。\n所以当他们离场的时候——正如我们最近在大宗商品市场看到的——当他们抛售远期合约时，价格持续下跌，他们会说“我也不想要它”。\n而当价格上涨时，他们会说我们要进行溢价保护，对冲价格上涨。所以，延长了这些远期购买的买家是一个（泡沫）指标。\n我用这张表显示整个股市，我把这个框架基本上应用到所有资产上，并且使用一种系统化的方法，试图判断哪些处在泡沫中。在我看来，在各种各样的股票中，有些存在泡沫，有些则没有，而整个股市正如这张图表所显示的。\n这张图表可以追溯到1910年，它是一个彰显泡沫程度的指标。你可以看到当前是有泡沫的，但没有2000年和1929年那么高，不过高于2007年。\n\n让我们看看存在泡沫的股票，根据这些标准，很多股票没有泡沫。\n\n这张图表追溯到1995年，与2000年相比，前1000名的企业市值存在泡沫比例约为5%，整个标普500指数存在泡沫的份额约为2%，虽然不如2000年高，但比2007年高。\n现在来看下一张显示了泡沫股票的图表。\n\n我把这些泡沫股票与标准普尔500指数分离，可以看到泡沫股在大盘中的比例下降，我相信这种情况很可能会持续下去，但目前处于泡沫之中。其中一个问题是，泡沫可以扩张和收缩，时机是个大问题。\n下面这张图表可以追溯到1900年，上图显示的是债务与国内生产总值（GDP）之比，下图中蓝线显示的是利率，红线显示印钞规模，也就是流入的货币量。所以你可以看到当债务累加时，就像现在的情况，并且实施近零利率，这两种情况同时存在时就会大肆印钞。\n\n这是泡沫的一个关键因素，因为有大量的流动性进入市场，然后有很多资金哄抬各种各样的资产价格，所以你可以看到，当蓝线触及零时，红线大幅上行。大量流动性，大量的债务融资和债务货币化形成了一个典型的泡沫。\n其他可能产生泡沫的因素则是新股上市，特别是如果它们没有盈利，或者是在许多情况下没有盈利的前景。\n这些也是泡沫的考虑因素，所以我想说，你不能说当前的股市处于最高程度的泡沫，你必须区分哪些股票正处于泡沫中、或者一直处于泡沫中；哪些股票没有，实际上目前有许多股票并没有处于泡沫中。\n所以我希望这能让你对泡沫有所了解、我如何看待它们以及我们目前处于什么位置。谢谢。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150245560,"gmtCreate":1624918366450,"gmtModify":1703847694409,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/150245560","repostId":"1180159838","repostType":4,"repost":{"id":"1180159838","kind":"news","pubTimestamp":1624880950,"share":"https://ttm.financial/m/news/1180159838?lang=en_US&edition=fundamental","pubTime":"2021-06-28 19:49","market":"sh","language":"zh","title":"US stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=1180159838","media":"美港电讯APP","summary":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新","content":"<p>US stocks have achieved a large increase so far this year, and the market is concerned about the inflation of the Federal Reserve and the statement of rate hike. Hong Kong stocks have experienced a \"roller coaster\" trend so far this year, and big banks have different expectations for their performance in the second half of the year. What should we pay attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>U.S. Stocks Outlook for the Second Half of the Year</b></p><p>Last week, U.S. stocks rebounded sharply, with the Nasdaq and S&P 500 indexes both reaching record highs. Benefiting from the economic recovery, U.S. stocks have achieved large gains so far in 2021, with the Dow rising by 12.51%, the Nasdaq rising by 11.42% and the S&P 500 rising by 13.97%. The market pays attention to the Fed's statement on inflation and rate hike, and the big banks have different expectations for the second half of the year. Which sectors deserve attention?</p><p><b>Credit Suisse: Stocks to Outperform Other Assets</b></p><p>Credit Suisse expects global growth to accelerate in the coming months as countries gradually reopen their economies. In the process, the stock market will outperform other assets. Credit Suisse wrote in its second-half outlook strategy report that it is expected that the global economy will grow by 5.9% year-on-year in 2021, and the global economic growth rate will reach 4% in 2022. Growth is driven mainly by the advancement of the vaccination process, fiscal stimulus and the broader recovery of the services sector.</p><p>Ray Farris, chief investment officer of Credit Suisse South Asia, said the expansion could lead to a sharp recovery in global earnings growth, boosting stocks. He told the media: \"We want stocks to be an outperforming asset class over the next six months to a year. As long as earnings continue to trend upward, history shows that the stock market will climb all the way up. Maybe there will be constant corrections in the process, but corrections are opportunities.\"</p><p>On the stock market side, Credit Suisse said it prefers to invest in cyclical sectors such as finance and materials, especially cyclical stocks in the European region. The bank said that European cyclical stocks are expected to make lucrative profits like cyclical stocks in US stocks, but valuations are at low levels in decades.</p><p><b>Morgan Stanley: Bullish on Essentials, Healthcare and Raw Materials Stocks</b></p><p>Judging from the past experience of mid-cycle transition, Morgan Stanley believes that US stocks will have a callback of about 15%. The bank said the consensus estimate for next year is now above what its analysts had predicted would be achievable since the recovery began after its most upbeat quarterly earnings revision ever. More specifically, given the headwinds of inflation and taxes, the bank believes the margin estimates are too high, and the market should start taking into account these factors by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded related companies. In its view, much of infrastructure spending has been reasonably priced, and such projects typically take longer to produce results. Additionally, many industrial businesses will be most affected by rising inflation and labor shortages in the supply chain. Instead, the bank continues to favor financials and raw materials stocks as a way to combat rising inflation. Healthcare services businesses have lower valuations and more pent-up demand compared to tech stocks.</p><p>Morgan Stanley remains bullish on staples, healthcare and raw materials stocks rather than technology, discretionary and industrial stocks. Morgan Stanley also continues to be bullish on bank stocks, believing that they are the best way to deal with inflation, and suggests avoiding semiconductors, retailers, construction and building materials and other representative industries in the early cycle. Finally, looking back across the portfolio, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increase is the biggest risk of U.S. stocks in the second half of the year</b></p><p>The G7 finance ministers' meeting on June 5 announced in support of the proposal to impose a global minimum tax rate of 15%, but we judge that if this proposal cannot be rolled out under the framework of OECD or G20, it is expected to have limited impact on the tax burden of multinational enterprises. However, if Biden's domestic tax increase proposal lands, it is expected to be the biggest risk for U.S. stocks in the second half of the year: 1) The increase in corporate income tax will directly impact the earnings of U.S. stocks, while the technology and pharmaceutical industries with low effective tax rates and high proportion of overseas income are expected to be the most affected; 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investors to sell off. Since February this year, the trend of \"retail investors plus leverage\" entering the market may be reversed; 3) Since World War II, there has never been a joint increase in personal income tax, corporate income tax and capital gains tax in American history. Therefore, if the United States unilaterally raises the tax rate, it may lead to the outflow of domestic funds in the medium and long term.</p><p>Against the background of continuous improvement in vaccination rates, the global economy is expected to restart in the second half of this year. The price pressure caused by short-term \"demand normalization\" vs \"supply bottleneck\" will also gradually fade. For the United States, although the Federal Reserve has a high probability of maintaining an ultra-loose monetary policy in the second half of the year, in view of the fact that the current high valuation of S&P 500 has overdrawn the fundamentals beyond expectations, if the release of Taper signal and Biden's tax increase land in August and September respectively, it may mean that the US stocks boosted by \"retail investors plus leverage\" since February this year will face a concentrated risk outbreak in the third quarter.</p><p><b>Huifeng International Development: It is expected that the standard index will see 4,200 to 4,300 points at the end of the year</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that due to favorable factors such as vaccination and economic restart, he is optimistic about the performance of U.S. stocks in the second half of the year, and the index is expected to reach 4,200 points to 4,300 points by the end of the year. Although inflation expectations in the United States have risen recently and the Federal Reserve's recent hawking, he believes that if you are not short-term investors, you don't need to take these factors too seriously. Everyone will be sensitive to rate hike and inflation news, but the Fed's remarks will actually change at any time. The most important thing to buy U.S. stocks is to pay attention to the future development of the company.</p><p>Against the background of economic recovery, we are optimistic about financial stocks and health care sector. Due to the current increase in capital in the market, it is noted that the active performance of financial activities such as SPEC and IPO in the United States since May, coupled with the current rise of the concept of combining artificial intelligence technology in the financial industry, will greatly accelerate the development of the industry.</p><p>In the first half of the year, there was a phenomenon of sector rotation in the US stock market, and the valuation of many technology stocks was discounted. However, they were still optimistic about technology stocks in the long run, and not the whole sector was dragged down. Some large technology stocks, such as Google A and Amazon, did not perform poorly, and small and medium-sized technology stocks were mainly affected. Looking forward to the second half of the year, there will be a number of technology stocks listed, which is expected to drive the sentiment of the technology sector, thus improving the performance of this sector.</p><p><b>Industrial Securities: U.S. stocks are not bear markets, but vulnerability and volatility are increasing, and growth is expected to outperform</b></p><p>The report pointed out that in the second half of the year, the US economy may enter \"stagflation-like\", with the economy weakening and inflation fluctuating at a high level. The probability of bear market in the second half of the US stock market is small, and the probability of continuing the market through shocks is high. The liquidity environment in Europe and the United States remains loose, economic growth slows down but remains resilient, and the impact of Taper and tax increase is still in the expected stage.</p><p>Growth stocks supported by fundamentals in the US stock market will be expected to outperform again. The valuation of the growth leader of U.S. stocks represented by FAANGs is not high, which is expected to stabilize its popularity. Secondly, the yield of U.S. bonds will maintain a range fluctuation in the second half of the year, which is different from the rapid improvement in the first half of the year. Therefore, the release of valuation risks of growth stocks has come to an end. In addition, the performance growth in the second half of the year shifted to endogenous driving. In the past half of the year, the cyclical value style of U.S. stocks has benefited from the cyclical recovery and obviously outperformed. In the second half of the year, it will be under pressure as the kinetic energy of the U.S. inventory cycle weakens. Growth stocks will differentiate, and growth stocks with long-term endogenous growth momentum will start a new upward trend. However, thematic growth stocks or high-valuation sectors that overdraw high growth expectations will still be abandoned.</p><p><b>Outlook for Hong Kong Stocks in the Second Half of the Year</b></p><p>Last week, Hong Kong stocks rose first and then fell, especially technology stocks ushered in a slight rebound. So far this year, Hong Kong stocks have experienced a \"roller coaster\" trend, and their overall performance lags behind other major stock indexes. The Hang Seng Index has risen by 7.48%, the State Index has risen by 1.17%, and the red chip index has risen by 7.35%.</p><p><b>CICC: The performance of the broader market index is still relatively flat to regain the new economy</b></p><p>Looking forward to the second half of the year, we believe that although the performance of the Hong Kong stock market index may still be relatively flat, the structural attractiveness is already in place, focusing on the \"new economy\" related sectors. Overall, we expect that Hang Seng State-owned Enterprises and MSCI China Index are expected to climb to 11,900 points and 114 points respectively, which implies about 10% and 4% upside compared with the current situation. The main driving force comes from the 8% and 9% increase in earnings respectively, while the valuation changes expand by 4% and contract by 2% respectively. It is expected that the net profit growth rate of overseas Chinese-funded stocks in 2021 is expected to reach 24.4%, of which the net profit of non-financial sector and financial sector will increase by 35.2% and 16.3% respectively.</p><p>We expect domestic monetary policy to remain basically stable against the background that economic growth remains stable and structural issues such as high leverage remain the policy focus. If the subsequent growth faces greater pressure and the external uncertainty increases or decreases with the opening of the Fed's reduction, it is not excluded that there are certain domestic policies as hedges. We believe that the overall liquidity will remain relatively friendly before the Fed's QE reduction. In addition, in the medium and long term, the growing new economic landscape of Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign funds.</p><p>Specifically, we suggest over-allocating information technology, big consumption, medical care, some manufacturing industries, energy and diversified finance, but we suggest standard or low-allocating real estate, insurance, public utilities, etc. In addition to macro-based allocation ideas, we also provide high-quality (ROE vs. PEG) and high-prosperity (capital expenditure) industry allocation ideas. In the medium term, we believe that China will take the lead in recovering from the impact of the epidemic and returning to normalization, which will push the market to refocus on the opportunities brought by China's original inherent long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technological hardware, semiconductors, large consumption and pharmaceutical biology.</p><p><b>CCB International: Hong Kong stocks will show an M-shaped trend in the second half of the year, with the highest visible 29,500 points, which can focus on domestic stocks</b></p><p>Zhao Wenli, managing director and deputy research director of CCB International Securities Research Department, pointed out that it is expected that Hong Kong stocks will maintain range fluctuations in the second half of the year and show an M-shaped trend. The Hang Seng Index will fluctuate in the range of 26,500 to 29,500 points, and the State-owned Enterprise Volatility Index will range from 9,500 to 11,500 points. The third quarter of 2021 will be the inspection window of important market expectations. At the same time, important variables such as epidemic situation, debt interest and US dollar are facing direction choices, and a new inflection point of style switching may also be formed in the third quarter.</p><p>In the second half of this year, there is an opportunity for a new style switch in the Hong Kong market, among which growth stocks are expected to outperform value stocks. As China emerged from the pandemic earlier than Europe and the United States, value stocks have reacted ahead of schedule. At the same time, the slowdown of economic growth may also limit the upside of value stocks. Relatively speaking, some leading growth stocks have high visibility of medium and long-term growth, and the cost performance ratio is higher than that of value stocks in the short period.</p><p>In terms of industries, the main profit-rising sectors are concentrated in biotechnology, film and television entertainment and cyclical products industries. The main downward-revised industries in the forecast include medical aesthetics, software, wine and travel and real estate-related sectors. It is recommended to focus on domestic stocks with high \"visibility\" and policy support, such as consumer, biomedicine, hardware technology, automobile and other industries. At the same time, we absorbed the leading high-quality new economic growth stocks on dips, and gradually reduced our holdings of procyclical value stocks.</p><p><b>GF: Hong Kong stock technology is seriously undervalued in the world</b></p><p>GF Hong Kong Strategy Research pointed out that since mid-February this year, the trend of large-scale science and technology stocks in the Hong Kong stock market has been under significant pressure, which is mainly restricted by three factors: the gradual tightening of platform economic supervision measures, the decline of \"home economy\" dividends worldwide and the high yield of U.S. bonds. However, from the time point of mid-2021, the negative impact brought by the above three adverse factors is marginally diminishing, and the long-term layout value of Hong Kong's large science and technology stocks is gradually emerging.</p><p>The valuation level of large-scale science and technology stocks has basically fallen below the historical average, and it has regained a good investment cost performance and sufficient margin of safety. Hang Seng Index expects PEG valuation to be greatly underestimated with Nasdaq and GEM index. In the future, the convergence of \"valuation difference\" between cross-markets is also expected to become the supporting kinetic energy for the strength of Hong Kong stock network giants. Coupled with the anti-monopoly policy of \"scraping bones to treat poison\", the short-term negative impact is controllable, and it will help to enhance the vitality of the industry in the long term. With the implementation of Ali's punishment, the uncertainty of policy has also declined. Despite the gradual ebbing of the global home economy, the performance of large science and technology companies in Hong Kong stocks is still resilient.</p><p>In the first quarter of this year, the performance of Hong Kong stock network giants was basically within market expectations, and some even exceeded expectations. Although the dividends of the epidemic have gradually faded, the dividends of economic transformation are still in the process of continuous release, and leading enterprises in the science and technology industry will benefit significantly by relying on their stable and efficient business model and good corporate governance.</p><p><b>Nomura: Recommended Financial, Cyclical Stocks as Inflation Hedges</b></p><p>Nomura published a research report, describing the stock market in the Asia-Pacific region as being at a crossroads in the second half of the year. It is expected that the stock market will benefit from the strong corporate profit outlook and rise. The MSCI Asia Index (excluding Japan) for 2021 and 2022 is targeted at 900 points and 974 points. Although the statement of excessive inflation and policy normalization has increased, there is a risk of short-term correction, but it has a positive attitude towards Asian stock markets in the medium term. Nomura, for its part, gave Hong Kong stock market an underweight rating, forecasting a price-to-earnings ratio of 19.2 times in 2021. The bank advises investors to balance their investment portfolios and hedge against inflation with thematic and attractive valuations such as financial and cyclical stocks.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Xincheng Development Holdings, China Taiping, Weigao and CK Hutchison.</p><p><b>Everbright Sun Hung Kai Securities: The trend of Hong Kong stocks in the second half of the year is cautiously optimistic, and the Hang Seng Index is high or see 31000 points</b></p><p>Everbright Sun Hung Kai Securities released its outlook report for the second half of the year. Wu Lixian, a strategist, said that he was cautiously optimistic about the trend of Hong Kong stocks in the second half of the year, with a high level of 31,000 points and a low level of 26,000 points. He also said that his view on science and technology stocks in the second half of the year is relatively positive. Because the stock price performance of related industries in the first half of the year is relatively backward, its performance fundamentals are good, and it is expected to fall behind in the second half of this year. It is expected that in the second half of this year, the high level of Hang Seng Technology Index will appear around 9,000 points, while the support level will be at 7,400 points. The bank also predicts that the second half target of the HSCEI will be 11,800 points.</p><p>Wu Lixian also pointed out that it is expected that Hong Kong stocks will continue the main tone of valuation repair in the first half of the year in the second half of the year. Both the old and new economic stocks have different performance opportunities, while the upward trend of cyclical stocks may be slowing down now, among which the four major sectors are optimistic, including the new economy, petroleum energy, household appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index Looks Up in the Second Half of the Year to End the Target of 30,000 Points</b></p><p>Shao Zhiming, chief investment officer of Credit Suisse Greater China, said that the trend of Hong Kong stocks in the second half of the year will rise. The Hang Seng Index will target 30,000 points at the end of this year, but Hong Kong stocks are still subject to the tightening of monetary policy in the mainland in the short term. He estimated that as soon as the end of the third quarter to the fourth quarter, the tight monetary situation in the mainland may improve, which will prompt the capital inflow into Hong Kong stocks to pick up and drive the market sentiment.</p><p>Shao Zhiming pointed out that the favorable factors for Hong Kong stocks also include the optimistic global economic growth prospect and the potential of RMB appreciation to support Chinese stocks. At present, he is optimistic about sustainable sectors in the mainland, such as solar energy, wind energy and electric vehicle industries, while maintaining a neutral view on Chinese technology stocks.</p><p>Some large science and technology companies have indicated that they will allocate profits for medium and long-term investment in the short term. It is expected that the profit performance of technology stocks in the next two quarters will be difficult to surprise the market. Moreover, the valuation of value stocks is still attractive. Investors continue to increase their holdings of value stocks and flush the proportion of technology stocks in their investment portfolios, which will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks can outperform value stocks in the second half of the year</b></p><p>Xue Yonghui, director and investment director of Hang Seng Investment Management, said that the global supervision of technology companies has been strengthened, but the market has roughly digested the news, and companies are adapting to the new environment. On the other hand, growth stocks began to adjust in February. Now, some technology stocks have returned to a more attractive level, and there are opportunities to absorb them at a low level. I believe that the growth stocks can outperform value stocks in the second half of the year.</p><p>We are optimistic about domestic demand, Internet companies (e-commerce, life platform), population aging and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), real estate (property management, real estate online platform) and other industries, but we are bearish about energy, telecommunications and other sectors.</p>","source":"lsy1606393433888","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 stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year</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 stocks are not bear VS a 15% pullback! Well-known big banks forecast U.S. and Hong Kong stocks in the second half of the year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美港电讯APP</strong><span class=\"h-time small\">2021-06-28 19:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>US stocks have achieved a large increase so far this year, and the market is concerned about the inflation of the Federal Reserve and the statement of rate hike. Hong Kong stocks have experienced a \"roller coaster\" trend so far this year, and big banks have different expectations for their performance in the second half of the year. What should we pay attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>U.S. Stocks Outlook for the Second Half of the Year</b></p><p>Last week, U.S. stocks rebounded sharply, with the Nasdaq and S&P 500 indexes both reaching record highs. Benefiting from the economic recovery, U.S. stocks have achieved large gains so far in 2021, with the Dow rising by 12.51%, the Nasdaq rising by 11.42% and the S&P 500 rising by 13.97%. The market pays attention to the Fed's statement on inflation and rate hike, and the big banks have different expectations for the second half of the year. Which sectors deserve attention?</p><p><b>Credit Suisse: Stocks to Outperform Other Assets</b></p><p>Credit Suisse expects global growth to accelerate in the coming months as countries gradually reopen their economies. In the process, the stock market will outperform other assets. Credit Suisse wrote in its second-half outlook strategy report that it is expected that the global economy will grow by 5.9% year-on-year in 2021, and the global economic growth rate will reach 4% in 2022. Growth is driven mainly by the advancement of the vaccination process, fiscal stimulus and the broader recovery of the services sector.</p><p>Ray Farris, chief investment officer of Credit Suisse South Asia, said the expansion could lead to a sharp recovery in global earnings growth, boosting stocks. He told the media: \"We want stocks to be an outperforming asset class over the next six months to a year. As long as earnings continue to trend upward, history shows that the stock market will climb all the way up. Maybe there will be constant corrections in the process, but corrections are opportunities.\"</p><p>On the stock market side, Credit Suisse said it prefers to invest in cyclical sectors such as finance and materials, especially cyclical stocks in the European region. The bank said that European cyclical stocks are expected to make lucrative profits like cyclical stocks in US stocks, but valuations are at low levels in decades.</p><p><b>Morgan Stanley: Bullish on Essentials, Healthcare and Raw Materials Stocks</b></p><p>Judging from the past experience of mid-cycle transition, Morgan Stanley believes that US stocks will have a callback of about 15%. The bank said the consensus estimate for next year is now above what its analysts had predicted would be achievable since the recovery began after its most upbeat quarterly earnings revision ever. More specifically, given the headwinds of inflation and taxes, the bank believes the margin estimates are too high, and the market should start taking into account these factors by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded related companies. In its view, much of infrastructure spending has been reasonably priced, and such projects typically take longer to produce results. Additionally, many industrial businesses will be most affected by rising inflation and labor shortages in the supply chain. Instead, the bank continues to favor financials and raw materials stocks as a way to combat rising inflation. Healthcare services businesses have lower valuations and more pent-up demand compared to tech stocks.</p><p>Morgan Stanley remains bullish on staples, healthcare and raw materials stocks rather than technology, discretionary and industrial stocks. Morgan Stanley also continues to be bullish on bank stocks, believing that they are the best way to deal with inflation, and suggests avoiding semiconductors, retailers, construction and building materials and other representative industries in the early cycle. Finally, looking back across the portfolio, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increase is the biggest risk of U.S. stocks in the second half of the year</b></p><p>The G7 finance ministers' meeting on June 5 announced in support of the proposal to impose a global minimum tax rate of 15%, but we judge that if this proposal cannot be rolled out under the framework of OECD or G20, it is expected to have limited impact on the tax burden of multinational enterprises. However, if Biden's domestic tax increase proposal lands, it is expected to be the biggest risk for U.S. stocks in the second half of the year: 1) The increase in corporate income tax will directly impact the earnings of U.S. stocks, while the technology and pharmaceutical industries with low effective tax rates and high proportion of overseas income are expected to be the most affected; 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investors to sell off. Since February this year, the trend of \"retail investors plus leverage\" entering the market may be reversed; 3) Since World War II, there has never been a joint increase in personal income tax, corporate income tax and capital gains tax in American history. Therefore, if the United States unilaterally raises the tax rate, it may lead to the outflow of domestic funds in the medium and long term.</p><p>Against the background of continuous improvement in vaccination rates, the global economy is expected to restart in the second half of this year. The price pressure caused by short-term \"demand normalization\" vs \"supply bottleneck\" will also gradually fade. For the United States, although the Federal Reserve has a high probability of maintaining an ultra-loose monetary policy in the second half of the year, in view of the fact that the current high valuation of S&P 500 has overdrawn the fundamentals beyond expectations, if the release of Taper signal and Biden's tax increase land in August and September respectively, it may mean that the US stocks boosted by \"retail investors plus leverage\" since February this year will face a concentrated risk outbreak in the third quarter.</p><p><b>Huifeng International Development: It is expected that the standard index will see 4,200 to 4,300 points at the end of the year</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that due to favorable factors such as vaccination and economic restart, he is optimistic about the performance of U.S. stocks in the second half of the year, and the index is expected to reach 4,200 points to 4,300 points by the end of the year. Although inflation expectations in the United States have risen recently and the Federal Reserve's recent hawking, he believes that if you are not short-term investors, you don't need to take these factors too seriously. Everyone will be sensitive to rate hike and inflation news, but the Fed's remarks will actually change at any time. The most important thing to buy U.S. stocks is to pay attention to the future development of the company.</p><p>Against the background of economic recovery, we are optimistic about financial stocks and health care sector. Due to the current increase in capital in the market, it is noted that the active performance of financial activities such as SPEC and IPO in the United States since May, coupled with the current rise of the concept of combining artificial intelligence technology in the financial industry, will greatly accelerate the development of the industry.</p><p>In the first half of the year, there was a phenomenon of sector rotation in the US stock market, and the valuation of many technology stocks was discounted. However, they were still optimistic about technology stocks in the long run, and not the whole sector was dragged down. Some large technology stocks, such as Google A and Amazon, did not perform poorly, and small and medium-sized technology stocks were mainly affected. Looking forward to the second half of the year, there will be a number of technology stocks listed, which is expected to drive the sentiment of the technology sector, thus improving the performance of this sector.</p><p><b>Industrial Securities: U.S. stocks are not bear markets, but vulnerability and volatility are increasing, and growth is expected to outperform</b></p><p>The report pointed out that in the second half of the year, the US economy may enter \"stagflation-like\", with the economy weakening and inflation fluctuating at a high level. The probability of bear market in the second half of the US stock market is small, and the probability of continuing the market through shocks is high. The liquidity environment in Europe and the United States remains loose, economic growth slows down but remains resilient, and the impact of Taper and tax increase is still in the expected stage.</p><p>Growth stocks supported by fundamentals in the US stock market will be expected to outperform again. The valuation of the growth leader of U.S. stocks represented by FAANGs is not high, which is expected to stabilize its popularity. Secondly, the yield of U.S. bonds will maintain a range fluctuation in the second half of the year, which is different from the rapid improvement in the first half of the year. Therefore, the release of valuation risks of growth stocks has come to an end. In addition, the performance growth in the second half of the year shifted to endogenous driving. In the past half of the year, the cyclical value style of U.S. stocks has benefited from the cyclical recovery and obviously outperformed. In the second half of the year, it will be under pressure as the kinetic energy of the U.S. inventory cycle weakens. Growth stocks will differentiate, and growth stocks with long-term endogenous growth momentum will start a new upward trend. However, thematic growth stocks or high-valuation sectors that overdraw high growth expectations will still be abandoned.</p><p><b>Outlook for Hong Kong Stocks in the Second Half of the Year</b></p><p>Last week, Hong Kong stocks rose first and then fell, especially technology stocks ushered in a slight rebound. So far this year, Hong Kong stocks have experienced a \"roller coaster\" trend, and their overall performance lags behind other major stock indexes. The Hang Seng Index has risen by 7.48%, the State Index has risen by 1.17%, and the red chip index has risen by 7.35%.</p><p><b>CICC: The performance of the broader market index is still relatively flat to regain the new economy</b></p><p>Looking forward to the second half of the year, we believe that although the performance of the Hong Kong stock market index may still be relatively flat, the structural attractiveness is already in place, focusing on the \"new economy\" related sectors. Overall, we expect that Hang Seng State-owned Enterprises and MSCI China Index are expected to climb to 11,900 points and 114 points respectively, which implies about 10% and 4% upside compared with the current situation. The main driving force comes from the 8% and 9% increase in earnings respectively, while the valuation changes expand by 4% and contract by 2% respectively. It is expected that the net profit growth rate of overseas Chinese-funded stocks in 2021 is expected to reach 24.4%, of which the net profit of non-financial sector and financial sector will increase by 35.2% and 16.3% respectively.</p><p>We expect domestic monetary policy to remain basically stable against the background that economic growth remains stable and structural issues such as high leverage remain the policy focus. If the subsequent growth faces greater pressure and the external uncertainty increases or decreases with the opening of the Fed's reduction, it is not excluded that there are certain domestic policies as hedges. We believe that the overall liquidity will remain relatively friendly before the Fed's QE reduction. In addition, in the medium and long term, the growing new economic landscape of Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign funds.</p><p>Specifically, we suggest over-allocating information technology, big consumption, medical care, some manufacturing industries, energy and diversified finance, but we suggest standard or low-allocating real estate, insurance, public utilities, etc. In addition to macro-based allocation ideas, we also provide high-quality (ROE vs. PEG) and high-prosperity (capital expenditure) industry allocation ideas. In the medium term, we believe that China will take the lead in recovering from the impact of the epidemic and returning to normalization, which will push the market to refocus on the opportunities brought by China's original inherent long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technological hardware, semiconductors, large consumption and pharmaceutical biology.</p><p><b>CCB International: Hong Kong stocks will show an M-shaped trend in the second half of the year, with the highest visible 29,500 points, which can focus on domestic stocks</b></p><p>Zhao Wenli, managing director and deputy research director of CCB International Securities Research Department, pointed out that it is expected that Hong Kong stocks will maintain range fluctuations in the second half of the year and show an M-shaped trend. The Hang Seng Index will fluctuate in the range of 26,500 to 29,500 points, and the State-owned Enterprise Volatility Index will range from 9,500 to 11,500 points. The third quarter of 2021 will be the inspection window of important market expectations. At the same time, important variables such as epidemic situation, debt interest and US dollar are facing direction choices, and a new inflection point of style switching may also be formed in the third quarter.</p><p>In the second half of this year, there is an opportunity for a new style switch in the Hong Kong market, among which growth stocks are expected to outperform value stocks. As China emerged from the pandemic earlier than Europe and the United States, value stocks have reacted ahead of schedule. At the same time, the slowdown of economic growth may also limit the upside of value stocks. Relatively speaking, some leading growth stocks have high visibility of medium and long-term growth, and the cost performance ratio is higher than that of value stocks in the short period.</p><p>In terms of industries, the main profit-rising sectors are concentrated in biotechnology, film and television entertainment and cyclical products industries. The main downward-revised industries in the forecast include medical aesthetics, software, wine and travel and real estate-related sectors. It is recommended to focus on domestic stocks with high \"visibility\" and policy support, such as consumer, biomedicine, hardware technology, automobile and other industries. At the same time, we absorbed the leading high-quality new economic growth stocks on dips, and gradually reduced our holdings of procyclical value stocks.</p><p><b>GF: Hong Kong stock technology is seriously undervalued in the world</b></p><p>GF Hong Kong Strategy Research pointed out that since mid-February this year, the trend of large-scale science and technology stocks in the Hong Kong stock market has been under significant pressure, which is mainly restricted by three factors: the gradual tightening of platform economic supervision measures, the decline of \"home economy\" dividends worldwide and the high yield of U.S. bonds. However, from the time point of mid-2021, the negative impact brought by the above three adverse factors is marginally diminishing, and the long-term layout value of Hong Kong's large science and technology stocks is gradually emerging.</p><p>The valuation level of large-scale science and technology stocks has basically fallen below the historical average, and it has regained a good investment cost performance and sufficient margin of safety. Hang Seng Index expects PEG valuation to be greatly underestimated with Nasdaq and GEM index. In the future, the convergence of \"valuation difference\" between cross-markets is also expected to become the supporting kinetic energy for the strength of Hong Kong stock network giants. Coupled with the anti-monopoly policy of \"scraping bones to treat poison\", the short-term negative impact is controllable, and it will help to enhance the vitality of the industry in the long term. With the implementation of Ali's punishment, the uncertainty of policy has also declined. Despite the gradual ebbing of the global home economy, the performance of large science and technology companies in Hong Kong stocks is still resilient.</p><p>In the first quarter of this year, the performance of Hong Kong stock network giants was basically within market expectations, and some even exceeded expectations. Although the dividends of the epidemic have gradually faded, the dividends of economic transformation are still in the process of continuous release, and leading enterprises in the science and technology industry will benefit significantly by relying on their stable and efficient business model and good corporate governance.</p><p><b>Nomura: Recommended Financial, Cyclical Stocks as Inflation Hedges</b></p><p>Nomura published a research report, describing the stock market in the Asia-Pacific region as being at a crossroads in the second half of the year. It is expected that the stock market will benefit from the strong corporate profit outlook and rise. The MSCI Asia Index (excluding Japan) for 2021 and 2022 is targeted at 900 points and 974 points. Although the statement of excessive inflation and policy normalization has increased, there is a risk of short-term correction, but it has a positive attitude towards Asian stock markets in the medium term. Nomura, for its part, gave Hong Kong stock market an underweight rating, forecasting a price-to-earnings ratio of 19.2 times in 2021. The bank advises investors to balance their investment portfolios and hedge against inflation with thematic and attractive valuations such as financial and cyclical stocks.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Xincheng Development Holdings, China Taiping, Weigao and CK Hutchison.</p><p><b>Everbright Sun Hung Kai Securities: The trend of Hong Kong stocks in the second half of the year is cautiously optimistic, and the Hang Seng Index is high or see 31000 points</b></p><p>Everbright Sun Hung Kai Securities released its outlook report for the second half of the year. Wu Lixian, a strategist, said that he was cautiously optimistic about the trend of Hong Kong stocks in the second half of the year, with a high level of 31,000 points and a low level of 26,000 points. He also said that his view on science and technology stocks in the second half of the year is relatively positive. Because the stock price performance of related industries in the first half of the year is relatively backward, its performance fundamentals are good, and it is expected to fall behind in the second half of this year. It is expected that in the second half of this year, the high level of Hang Seng Technology Index will appear around 9,000 points, while the support level will be at 7,400 points. The bank also predicts that the second half target of the HSCEI will be 11,800 points.</p><p>Wu Lixian also pointed out that it is expected that Hong Kong stocks will continue the main tone of valuation repair in the first half of the year in the second half of the year. Both the old and new economic stocks have different performance opportunities, while the upward trend of cyclical stocks may be slowing down now, among which the four major sectors are optimistic, including the new economy, petroleum energy, household appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index Looks Up in the Second Half of the Year to End the Target of 30,000 Points</b></p><p>Shao Zhiming, chief investment officer of Credit Suisse Greater China, said that the trend of Hong Kong stocks in the second half of the year will rise. The Hang Seng Index will target 30,000 points at the end of this year, but Hong Kong stocks are still subject to the tightening of monetary policy in the mainland in the short term. He estimated that as soon as the end of the third quarter to the fourth quarter, the tight monetary situation in the mainland may improve, which will prompt the capital inflow into Hong Kong stocks to pick up and drive the market sentiment.</p><p>Shao Zhiming pointed out that the favorable factors for Hong Kong stocks also include the optimistic global economic growth prospect and the potential of RMB appreciation to support Chinese stocks. At present, he is optimistic about sustainable sectors in the mainland, such as solar energy, wind energy and electric vehicle industries, while maintaining a neutral view on Chinese technology stocks.</p><p>Some large science and technology companies have indicated that they will allocate profits for medium and long-term investment in the short term. It is expected that the profit performance of technology stocks in the next two quarters will be difficult to surprise the market. Moreover, the valuation of value stocks is still attractive. Investors continue to increase their holdings of value stocks and flush the proportion of technology stocks in their investment portfolios, which will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks can outperform value stocks in the second half of the year</b></p><p>Xue Yonghui, director and investment director of Hang Seng Investment Management, said that the global supervision of technology companies has been strengthened, but the market has roughly digested the news, and companies are adapting to the new environment. On the other hand, growth stocks began to adjust in February. Now, some technology stocks have returned to a more attractive level, and there are opportunities to absorb them at a low level. I believe that the growth stocks can outperform value stocks in the second half of the year.</p><p>We are optimistic about domestic demand, Internet companies (e-commerce, life platform), population aging and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), real estate (property management, real estate online platform) and other industries, but we are bearish about energy, telecommunications and other sectors.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.ushknews.com/mobile/details.html?id=1003334&type=news\">美港电讯APP</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{"HSI":"恒生指数",".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003334&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180159838","content_text":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新历史高位。受益于经济复苏，美股2021年迄今取得了较大的涨幅，道指累涨12.51%，纳指累涨11.42%，标普500指数累涨13.97%。市场关注美联储关于通胀及加息的表态，大行对于下半年走势预期不一，哪些板块值得关注？\n瑞信：股市表现将优于其他资产\n瑞士信贷预计，随着各国逐步重新开放经济，全球经济增长将在未来几个月加快。在这个过程中，股市表现将优于其他资产。瑞信在下半年展望策略报告中写到，预计全球经济在2021年的同比增长5.9%，2022年全球经济增速达到4%。增长的动力主要来自于疫苗接种的进程推进，财政刺激和更广泛的服务业复苏。\n瑞信南亚首席投资官Ray Farris表示，经济扩张可能会导致全球盈利增长大幅复苏，提振股市。他对媒体表示：“我们希望股票成为未来六个月至一年内表现优异的资产类别。只要盈利继续保持上升趋势，历史表明，股市将一路攀升。也许在这个过程中会不断出现调整，但调整即机会。”\n在股市方面，瑞信表示，更倾向于投资金融和材料等周期性行业，特别是欧洲地区的周期股。该行称，欧洲周期股预计和美股中的周期股一样，将获得丰厚的利润，但是估值处于数十年中的较低水平。\n大摩：看好必需品、医疗保健和原料股\n从以往中周期过渡的经验来看，大摩认为美股将发生15%左右的回调。该行表示，在经历了有史以来最乐观的季度收益修正后，明年的普遍预估现在高于其分析师所预测的复苏开始以来的可实现水平。更具体地说，考虑到通胀和税收的不利因素，该行认为利润率预估过高，市场应该开始通过降低估值来考虑这些因素。\n在加大基础设施支出的推动下，该行下调了相关企业的评级。在其看来，基础设施支出中的大部分已被合理定价，而且此类项目通常需要更长的时间才能产生效果。此外，许多工业企业将受到供应链中不断加剧的通胀和劳动力短缺的最大影响。相反，该行继续青睐金融类股和原料类股，以此来应对不断上升的通胀。与科技股相比，医疗保健服务企业的估值更低，且被压抑的需求更大。\n大摩看好的仍是必需品、医疗保健和原料股而非科技股、非必需品和工业股。大摩也继续看好银行股，认为它们是应对通胀的最佳途径，并建议避开半导体、零售商、建筑建材等为早周期的代表性行业。最后，回顾整个投资组合，为公司价值寻找合理的估值仍是重要考虑因素。\n中信证券：加税是美股下半年最大的风险\n6月5日的G7财长会议通告支持征收15%全球最低税率的提议，但我们判断，此提议若无法在OECD或G20的框架下推出，预计对跨国企业税负的影响有限。但拜登国内加税提案如落地，预计将是美股下半年最大的风险：1)企业所得税的上调将直接冲击美股盈利，而当前有效税率较低、海外收入占比高的科技和医药行业受冲击预计最大；2)资本利得税若上调至39.6%，料将引发投资者抛售，今年2月以来“散户加杠杆”入市的趋势或逆转；3)二战以来，美国历史上从未出现过个人所得税、企业所得税以及资本利得税共同上调的现象。因此，美国单边上调税率的行为如果落地，或导致中长期国内资金流出。\n在疫苗接种率持续提升的背景下，今年下半年全球经济预计维持重启态势。短期“需求正常化”vs“供给瓶颈”所导致的价格压力也将逐步消退。对于美国，虽然下半年美联储大概率维持超宽松的货币政策，但鉴于当前标普500的高位估值已透支了基本面超预期的利好，Taper信号的释放迭加拜登的加税如若分别在8月和9月落地，或意味着今年2月以来“散户加杠杆”助推的美股在3季度会面临风险集中爆发。\n惠峰国际发展：料标指年底见4,200点至4,300点\n惠峰国际发展董事张玉峰表示，由于疫苗接种及经济重启等利好因素，看好美股下半年的表现，料标指年底见4,200点至4,300点。虽然最近美国通胀预期升温，加上美联储近期放鹰，但他认为若不是短线投资者，就不需要将这些因素看得太重。大家都会对加息及通胀消息感到敏感，但美联储的言论其实随时都会变，买美股最重要是留意公司的未来发展。\n在经济复甦的背景下，看好金融股及健康护理板块。由于现时市场上的资金增加，留意到自5月起美国金融活动例如SPEC及IPO表现活跃，加上现时金融业兴起结合人工智能技术的概念，将大大加快行业的发展。\n美股市场上半年出现板块轮替的现象，很多科技股的估值都出现折让，但长期仍看好科技股，而且并不是整个板块都受到拖累，一些大型的科技股，例如谷歌A、亚马逊等表现并不差，受影响的主要是中小型科技股。展望下半年将会有多家科技股上市，有望带动科技板块的气氛，从而令此板块的表现改善。\n兴业证券：美股不是熊市，但脆弱性波动性加大，成长有望跑赢\n研报指出，下半年美国经济或步入“类滞胀”，经济走弱、通胀高位震荡。美股下半年熊市概率小，通过震荡来延续行情的概率大。欧美流动性环境依然宽松，经济增速放缓但仍有韧性，Taper和加税的影响仍在预期阶段。\n美股市场有基本面支撑的成长股将有望再次跑赢。以FAANGs为代表的美股成长龙头的估值并不高，有望稳住人气。其次，下半年美债收益率将维持区间震荡，不同于上半年的快速提升，所以，成长股的估值风险释放告一段落。另外，下半年业绩增长转向内生驱动。美股周期价值风格过去大半年受益于周期复苏而明显跑赢，下半年将随着美国库存周期动能趋弱而承压。成长股将分化，具备长期内生增长动能的成长股将开始新的上行。但是，题材性成长股或者透支了高增长预期的高估值板块仍将被抛弃。\n港股下半年展望\n上周的港股经历先升后跌，尤其是科技股迎来小幅反弹。今年迄今，港股经历“过山车式”走势，整体表现落后于其他主要股指，恒指累涨7.48%，国指累涨1.17%，红筹指数累涨7.35%。\n中金：大盘指数表现仍相对平淡重拾新经济\n展望下半年，我们认为虽然港股大盘指数表现可能仍相对平淡，但结构性吸引力已经具备，重点在于“新经济”相关板块。整体来看，我们预计恒生国企和MSCI中国指数有望分别攀升至11900点和114点，较当前隐含大约10%和4%的上涨空间，主要驱动力来自盈利分别上调8%和9%，而估值变化分别扩张4%和收缩2%。预计海外中资股2021年净利润增速有望达到24.4%，其中非金融板块和金融板块净利润将分别增长35.2%和16.3%。\n我们预计，在当前经济增长仍保持稳健且高杠杆等结构性问题仍是政策焦点的背景下，国内货币政策将保持基本稳定。如果后续增长面临更大压力且外部不确定性随着美联储减量开启而增减，不排除国内有一定政策作为对冲。我们认为在美联储QE减量前整体流动性将会维持相对友好状态。另外，从中长期角度，香港市场不断壮大的新经济格局将持续提升其对国内外资金的长期吸引力。\n具体看，我们建议超配信息技术、大消费、医疗保健、部分制造业、能源、多元金融，但建议标配或低配房地产、保险、公用事业等。除了基于宏观配置思路外，我们还提供高质量(ROE vs。 PEG)和高景气度(资本开支)两个行业配置思路。中期看，我们认为中国率先从疫情影响中修复并回归常态化，将推动市场重新关注中国原本的内在长期结构性趋势(如消费和产业升级)带来的机遇，如电动汽车、新能源(包括太阳能)、科技硬件、半导体、大消费和医药生物等。\n建银国际：港股下半年将呈M型走势，最高可见29500点，可重点关注内需股\n建银国际证券研究部董事总经理、研究副主管师赵文利指出，预计港股下半年总体维持区间波动并大致呈现M型走势。恒生指数将在26500点至29500点区间波动，国企波动指数介于9500点至11500点。2021三季度将是市场重要预期的检验窗口。同时，疫情、债息及美元等重要变量面临方向选择，三季度也有可能形成新的风格切换拐点。\n今年下半年香港市场有机会出现新的风格切换，其中成长股有望跑赢价值股。由于中国较欧美早走出疫情，价值股已提前反应。同时经济增速放缓后也可能限制价值股的上升空间。相对而言，一些成长股龙头的中长期成长性能见度高，短周期而言性价比相对价值股较高。\n分行业来看，主要盈利上升板块集中于生物科技、影视娱乐及周期品行业。预测主要下调行业包括医美、软件、酒旅和地产相关的板块。建议重点关注“能见度”高及有政策支持的内需股，如消费、生物医药、硬件科技、汽车等行业。同时逢低吸纳优质新经济成长股龙头，逐步减持顺周期的价值股。\n广发：港股科技严重低估于全球\n广发香港策略研究指出自今年2月中旬以来，港股市场的大型科网股走势显著承压，主要受平台经济监管措施逐步收紧、全球范围内“宅经济”红利减退和美债收益率走高等三大因素所制约。不过，站在2021年年中的时间点上来看，上述的三大不利因素所带来的负面影响正在边际减退，香港大型科网股的长线布局价值逐渐浮现。\n大型科网股估值水平基本都已经回落到历史均值以下，重新具备了良好的投资性价比和较为充足的安全边际。恒生指数预期PEG估值大幅低估与纳指和创业板指数，未来跨市场间“估值差”的收敛也有望成为港股科网巨企走强的支撑动能。加之反垄断政策“刮骨疗毒”，短期负面影响可控，长期有助于增强行业活力。随着阿里处罚的落地，政策面的不确定性也有所下降。尽管全球宅经济逐步退潮，港股大型科网公司的业绩仍具备较强韧性。\n今年一季度，港股科网巨头的业绩基本都处于市场预期内，部分甚至超出预期。虽然疫情的红利逐步消退，但经济转型的红利却仍在持续释放的过程之中，科网行业各龙头企业凭借着稳健高效的商业模式和良好的公司治理将显著受益。\n野村：建议选择金融、周期性股票作为通胀对冲\n野村发表研究报告，形容亚太区股市下半年正处于十字路口，预期股市会受益于强劲的企业盈利前景而上升，对2021及2022年MSCI亚洲指数（日本除外）的目标为900点及974点，虽然通胀过强及政策正常化的说法增强，存在短期回调的风险，但对中期内亚洲股市持积极态度。野村则给予香港股市减持评级，预测2021年市盈率为19.2倍。该行建议投资者平衡投资组合，以主题性及具有吸引估值的股票如金融、周期性股票作为通胀对冲。\n野村推荐的十只港股包括，腾讯控股、阿里巴巴、比亚迪股份、招商银行、安踏体育、海底捞、新城发展控股、中国太平、威高股份及长和。\n光大新鸿基证券：下半年港股走势审慎乐观，恒指高位或见31000点\n光大新鸿基证券发表下半年展望报告，策略师伍礼贤表示，对下半年港股走势审慎乐观，高位或见31000点，低位则或见26000点。他又表示，对下半年科网股看法较为正面，因上半年相关行业的股价表现较落后，其业绩基本面不错，今年下半年有望追落后，料今年下半年恒生科技指数高位有机会出现在9000点附近，而支持位则在7400点。该行亦预测，国企指数的下半年目标为11800点。\n伍礼贤又指出，预期港股下半年将延续上半年估值修复的主基调，新旧经济股份均有不同的表现机会，而周期性股份升势或现放缓，当中值得看好的4大板块，包括新经济、石油能源、家电消费及通讯服务。\n瑞信：恒指下半年看升 年底目标30000点\n瑞信大中华区首席投资总监邵志铭表示，对港股下半年走势看升，恒生指数在今年底目标为30000点，但港股短线仍受制于内地收紧银根的力度。他估计，最快在第三季末至第四季，内地银根偏紧的情况或有改善，促使流入港股的资金回升，带动市场气氛。\n邵志铭指出，利好港股的因素还包括，全球经济增长前景乐观，以及人民币升值潜力会为中资股提供支持。目前看好内地可持续板块，例如太阳能、风能和电动车行业，对中资科技股则维持中性看法。\n部分大型科网公司已表明，短线会拨出盈利用作中长线投资，料科技股在未来两个季度的盈利表现，将难以给予市场惊喜。而且价值型股票估值仍吸引，投资者继续增持价值型股票，平冲投资组合中科技股的比重，都会限制科技股的表现。\n恒生资管：下半年成长股升幅可跑赢价值股\n恒生投资管理董事兼投资总监薛永辉表示，环球加强对科技企业的监管，但市场已大致消化消息，企业亦正适应新环境。另一方面，成长股2月起展开调整，现时开始有科技股回到较为吸引的水平，有机会可候低吸纳，相信下半年成长股升幅可跑赢价值股。\n看好内需、互联网企业（电商、生活平台）、人口老化及医药创新、环保（新能源、电动车、电动车电池）、房地产（物管、房产在线平台）等行业，但看淡能源、电讯等板块。","news_type":1,"symbols_score_info":{".DJI":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150245969,"gmtCreate":1624918330551,"gmtModify":1703847693595,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150245969","repostId":"1189694806","repostType":4,"repost":{"id":"1189694806","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":1624894784,"share":"https://ttm.financial/m/news/1189694806?lang=en_US&edition=fundamental","pubTime":"2021-06-28 23:39","market":"us","language":"zh","title":"[Movement] New car-making forces completely broke out, Nio Automobile rose 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189694806","media":"老虎资讯综合","summary":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","content":"<p>On June 28th, China New Energy Vehicle Stocks continued to rise,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>rose by more than 7%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It rose more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Movement] New car-making forces completely broke out, Nio Automobile rose 9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Movement] New car-making forces completely broke out, Nio Automobile rose 9%\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\">2021-06-28 23:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28th, China New Energy Vehicle Stocks continued to rise,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>rose by more than 7%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It rose more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","news_type":1,"symbols_score_info":{"LI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121177677,"gmtCreate":1624457727799,"gmtModify":1703837355405,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/121177677","repostId":"1102688637","repostType":4,"repost":{"id":"1102688637","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":1624449865,"share":"https://ttm.financial/m/news/1102688637?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:04","market":"us","language":"zh","title":"Pre-market: Three major futures indexes collectively rise, blockchain concept rebounds","url":"https://stock-news.laohu8.com/highlight/detail?id=1102688637","media":"老虎资讯综合","summary":"6月23日（周三），美股三大指数期货集体上涨，道指期货涨幅居前。今日，美国将公布6月Markit制造业、服务业和综合PMI，投资者可从中了解美国经济复苏势头状况。另外，联邦公开市场委员会(FOMC)委","content":"<p>On June 23rd (Wednesday), the futures of the three major U.S. stock indexes rose collectively, with the Dow Jones Industrial Average among the top gainers. Today, the United States will announce Markit Manufacturing, Services and Composite PMI in June, from which investors can understand the momentum of U.S. economic recovery. Separately, FOMC commissioners Michelle Bowman, Eric Rosengren and Raphael Bostic will speak.</p><p><img src=\"https://static.tigerbbs.com/4965e98a5db6465f0465b6b52e84211a\" tg-width=\"703\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It rose 4.4% premarket. According to the Hong Kong Stock Exchange documents, XPeng Motors passed the listing hearing of the Hong Kong Stock Exchange. XPeng Automobile's Hong Kong stock listing is a \"dual main listing\", and it is also the first dual listing of major Chinese stocks in Hong Kong and the United States in three years. Unlike other \"secondary listing\" of Hong Kong stocks, which can't be accessed through Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, XPeng Automobile's Hong Kong stock IPO will return to Hong Kong stocks in a \"dual main listing\" way, which can meet the access conditions of Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, and facilitate A-share investors to invest in Hong Kong Stock Connect and activate stock transactions.</p><p>At the same time,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 2% before the market.</p><p>\"Truck version of Didi\"<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group fell more than 4% before the market. Manbang Group officially landed on the New York Stock Exchange yesterday, closing up 13% on the first day of listing, and its market value exceeded 23 billion USD.</p><p><a href=\"https://laohu8.com/S/CD\">Qinhuai Data</a>It rose nearly 7% before the market, after announcing a strategic cooperation with Tencent.</p><p><a href=\"https://laohu8.com/S/ZKIN\">Zhengkang International Group</a>It rose 6.4% premarket after announcing it would expand in Europe and North America.</p><p>The concept of blockchain rose before the market,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Up nearly 5%,<a href=\"https://laohu8.com/S/NCTY\">9th City</a>up 3.91%,<a href=\"https://laohu8.com/S/EBON\">EBON INTERNATIONAL</a>up 2.62%.</p><p><b>Important U.S. Stocks</b></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 1.55% premarket. Tesla recently announced that the company will recall some imported Model 3 models in China. According to foreign media reports, according to a statement obtained by the company, Tesla said that the recall had nothing to do with brake failure.</p><p><a href=\"https://laohu8.com/S/BRK.B\">Berkshire B.</a>It fell 0.01% premarket. Buffett to distribute $4.1 billion worth of Berkshire Hathaway stock. Buffett said that \"the promise of distributing all Berkshire Hathaway shares is slowly being fulfilled, and the tax break is important to a lot of people.\"</p><p>Canadian Biopharma Inc.<a href=\"https://laohu8.com/S/ACST\">Acasti Pharma</a>It jumped 30% premarket, and its fiscal 2021 loss per share narrowed year-over-year.</p><p>Specialty Pharmaceuticals<a href=\"https://laohu8.com/S/TENX\">Tenax Therapeutics</a>It rose more than 12% before the market, and the stock will officially join the Russell Micro Stock Index on June 28th.</p><p>ALFI, a digital advertising management platform, fell by more than 16% before the market. Yesterday, the company announced the repurchase of $2 million of shares, closing up 108%.</p><p>Clinical-stage biopharmaceutical companies<a href=\"https://laohu8.com/S/MLND\">Millendo Therapeutics</a>It fell nearly 14% premarket after announcing that the merger with Tempest Therapeutics was approved and will start trading as \"TPST\" on Friday.</p><p><b>Commodities</b></p><p>International oil prices fluctuated higher. Previous industry data showed that U.S. crude oil inventories fell more than expected, reinforcing the view that road and air travel in Europe and North America are heating up and the balance between supply and demand is tightening.</p><p>As of press time, the price of WTI crude oil futures was reported at 73.62 USD/barrel, down 1.06%; Brent crude oil futures were traded at $75.61/barrel, down 1.07%.</p><p><img src=\"https://static.tigerbbs.com/5c3c03c94c894c65f9e21f3c119c2fed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>International gold prices rebounded. Federal Reserve Chair Powell's pledge to keep interest rates near zero for some time, not to go too fast based solely on fear of rising short-term inflation rate hike.</p><p>As of press time, the price of gold futures in New York market was reported at $1,786.70/oz, an increase of 0.52%.</p><p><img src=\"https://static.tigerbbs.com/14dacce7e1bd4143c7a8e3e1e744bb87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market: Three major futures indexes collectively rise, blockchain concept rebounds</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: Three major futures indexes collectively rise, blockchain concept rebounds\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\">2021-06-23 20:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 23rd (Wednesday), the futures of the three major U.S. stock indexes rose collectively, with the Dow Jones Industrial Average among the top gainers. Today, the United States will announce Markit Manufacturing, Services and Composite PMI in June, from which investors can understand the momentum of U.S. economic recovery. Separately, FOMC commissioners Michelle Bowman, Eric Rosengren and Raphael Bostic will speak.</p><p><img src=\"https://static.tigerbbs.com/4965e98a5db6465f0465b6b52e84211a\" tg-width=\"703\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It rose 4.4% premarket. According to the Hong Kong Stock Exchange documents, XPeng Motors passed the listing hearing of the Hong Kong Stock Exchange. XPeng Automobile's Hong Kong stock listing is a \"dual main listing\", and it is also the first dual listing of major Chinese stocks in Hong Kong and the United States in three years. Unlike other \"secondary listing\" of Hong Kong stocks, which can't be accessed through Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, XPeng Automobile's Hong Kong stock IPO will return to Hong Kong stocks in a \"dual main listing\" way, which can meet the access conditions of Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, and facilitate A-share investors to invest in Hong Kong Stock Connect and activate stock transactions.</p><p>At the same time,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 2% before the market.</p><p>\"Truck version of Didi\"<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group fell more than 4% before the market. Manbang Group officially landed on the New York Stock Exchange yesterday, closing up 13% on the first day of listing, and its market value exceeded 23 billion USD.</p><p><a href=\"https://laohu8.com/S/CD\">Qinhuai Data</a>It rose nearly 7% before the market, after announcing a strategic cooperation with Tencent.</p><p><a href=\"https://laohu8.com/S/ZKIN\">Zhengkang International Group</a>It rose 6.4% premarket after announcing it would expand in Europe and North America.</p><p>The concept of blockchain rose before the market,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Up nearly 5%,<a href=\"https://laohu8.com/S/NCTY\">9th City</a>up 3.91%,<a href=\"https://laohu8.com/S/EBON\">EBON INTERNATIONAL</a>up 2.62%.</p><p><b>Important U.S. Stocks</b></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 1.55% premarket. Tesla recently announced that the company will recall some imported Model 3 models in China. According to foreign media reports, according to a statement obtained by the company, Tesla said that the recall had nothing to do with brake failure.</p><p><a href=\"https://laohu8.com/S/BRK.B\">Berkshire B.</a>It fell 0.01% premarket. Buffett to distribute $4.1 billion worth of Berkshire Hathaway stock. Buffett said that \"the promise of distributing all Berkshire Hathaway shares is slowly being fulfilled, and the tax break is important to a lot of people.\"</p><p>Canadian Biopharma Inc.<a href=\"https://laohu8.com/S/ACST\">Acasti Pharma</a>It jumped 30% premarket, and its fiscal 2021 loss per share narrowed year-over-year.</p><p>Specialty Pharmaceuticals<a href=\"https://laohu8.com/S/TENX\">Tenax Therapeutics</a>It rose more than 12% before the market, and the stock will officially join the Russell Micro Stock Index on June 28th.</p><p>ALFI, a digital advertising management platform, fell by more than 16% before the market. Yesterday, the company announced the repurchase of $2 million of shares, closing up 108%.</p><p>Clinical-stage biopharmaceutical companies<a href=\"https://laohu8.com/S/MLND\">Millendo Therapeutics</a>It fell nearly 14% premarket after announcing that the merger with Tempest Therapeutics was approved and will start trading as \"TPST\" on Friday.</p><p><b>Commodities</b></p><p>International oil prices fluctuated higher. Previous industry data showed that U.S. crude oil inventories fell more than expected, reinforcing the view that road and air travel in Europe and North America are heating up and the balance between supply and demand is tightening.</p><p>As of press time, the price of WTI crude oil futures was reported at 73.62 USD/barrel, down 1.06%; Brent crude oil futures were traded at $75.61/barrel, down 1.07%.</p><p><img src=\"https://static.tigerbbs.com/5c3c03c94c894c65f9e21f3c119c2fed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>International gold prices rebounded. Federal Reserve Chair Powell's pledge to keep interest rates near zero for some time, not to go too fast based solely on fear of rising short-term inflation rate hike.</p><p>As of press time, the price of gold futures in New York market was reported at $1,786.70/oz, an increase of 0.52%.</p><p><img src=\"https://static.tigerbbs.com/14dacce7e1bd4143c7a8e3e1e744bb87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102688637","content_text":"6月23日（周三），美股三大指数期货集体上涨，道指期货涨幅居前。今日，美国将公布6月Markit制造业、服务业和综合PMI，投资者可从中了解美国经济复苏势头状况。另外，联邦公开市场委员会(FOMC)委员鲍曼(Michelle Bowman)、罗森格伦(Eric Rosengren)和博斯蒂克(Raphael Bostic)将发表讲话。\n\n中概股盘前走势\n小鹏汽车盘前涨4.4%。据港交所文件，小鹏汽车通过港交所上市聆讯。小鹏汽车本次港股上市为“双重主要上市”，也是三年内首个香港、美国两地重大中概股双重上市。与其他港股“二次上市”的中概股无法通过沪港通、深港通接入不同，小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股，可满足沪港通和深港通的接入条件，便于A股投资者借助港股通投资，活跃股票成交。\n同时，蔚来、理想汽车盘前涨超2%。\n“货车版滴滴”满帮集团盘前跌超4%。满帮集团昨天正式登陆纽交所，上市首日收涨13%，市值突破230亿美元。\n秦淮数据盘前涨近7%，此前宣布与腾讯达成战略合作。\n正康国际集团盘前涨6.4%，此前宣布将在欧洲和北美扩张业务。\n区块链概念盘前走高，嘉楠科技涨近5%，第九城市涨3.91%，亿邦国际涨2.62%。\n重要美股\n特斯拉盘前涨1.55%。特斯拉近期宣布，该公司将在中国召回部分进口Model 3车型。 外媒报道称，根据获得的一份该公司声明中显示，特斯拉称此次召回与刹车失灵无关。\n伯克希尔B盘前跌0.01%。巴菲特将派发价值41亿美元的伯克希尔哈撒韦公司股票。巴菲特表示“正在慢慢实现派发所有伯克希尔哈撒韦的股票这一承诺，税收减免对很多人来说都很重要”。\n加拿大生物制药公司Acasti Pharma盘前大涨30%，2021财年每股亏损同比缩小。\n专科制药公司Tenax Therapeutics盘前涨超12%，该股将在6月28日正式加入罗素微股指数。\n数字广告管理平台ALFI盘前跌超16%，昨日公司宣布回购200万美元股票，收涨108%。\n临床阶段生物制药公司Millendo Therapeutics盘前跌近14%，此前宣布与Tempest Therapeutics的合并获批，将在周五开始以“TPST”交易。\n大宗商品\n国际油价震荡走高。此前行业数据显示美国原油库存降幅大于预期，强化了欧洲和北美公路和航空旅行升温，供求平衡趋紧的观点。\n截至发稿，WTI原油期货价格报73.62美元/桶，跌幅1.06%；布伦特原油期货价格报75.61美元/桶，跌幅1.07%。\n\n国际金价反弹。美联储主席鲍威尔承诺在一段时间内将利率维持在接近零的水平，不会仅仅基于对短期通胀上升的恐惧而过快加息。\n截至发稿，纽约市场黄金期货价格报1786.70美元/盎司，涨幅0.52%。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121175219,"gmtCreate":1624457699531,"gmtModify":1703837352825,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/121175219","repostId":"2145929670","repostType":4,"repost":{"id":"2145929670","kind":"highlight","pubTimestamp":1624452183,"share":"https://ttm.financial/m/news/2145929670?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:43","market":"us","language":"zh","title":"Tesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145929670","media":"金十数据","summary":"市场普遍预期Q2交付量将再创新高，如何把握时机提早布局？","content":"<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets in the second quarter, but only encouraged and requested:</p><p>\"Overall, we executed well, but the next 12 days are very important for production and deliveries this quarter. Please give it your all!\" In his letter, Musk did not disclose the number of deliveries that have been completed so far and Q2 targets, but<b>Analysts expect deliveries to reach 198K-200K this quarter, setting a new quarterly high for deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the second-quarter delivery target is achievable, but in order to achieve this goal, the team needs to make a very intense sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance Tesla will do what it can to deliver as many cars as it can by the end of the month, given the trend of Tesla launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338, both hitting record highs. According to delivery figures, all the electric vehicles Tesla produced in the first quarter were Model 3 and Model Y models, with zero production of the more expensive Model S and Model X models.</p><p>Meanwhile, the 2020 Model S and Model X delivered in the first quarter were all from previous production inventory, and their deliveries accounted for only 1% of the total deliveries in the quarter. The chart below shows Tesla Model S/X/3/Y deliveries as of Q1 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is important because legacy car leaders have woken up and are boosting plug-in vehicle sales for most brands. The new facility in Texas is a key factor in further growth, as the start-up of the German facility seems \"challenging\".</p><p>Tesla loyal fan Troy Teslike estimates,<b>In the second quarter, 198,000 deliveries are possible (he previously gave an expected value of 192,000)</b>, which would support the 200,000 argument — another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles for the full year of 2021. His prediction data is shown below:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with US/China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and US-made Model 3 exports to the EU setting records every quarter,<b>Tesla may deliver 210,000-215,000 vehicles in the second quarter (market expectation of 205,000 vehicles)</b>, market expectations for Tesla's fiscal 2021 deliveries after the second quarter could be closer to 900,000 vehicles (the current forecast is 866,000).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his estimate for Tesla's (TSLA.O) second-quarter deliveries while raising his estimate for full-year FY21 deliveries.<b>Second-quarter delivery estimate lowered to 194,000 from 196,000, while full-year 2021 delivery estimate was revised up to 799,700 from 783,900</b>。 We made this adjustment because we think we will sell around 30,000 units in China in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet The company's updated guidance in The first quarter of more than 50% increase in full-year deliveries over 2020 levels. But that shouldn't be too difficult, and if the second quarter maintains the first-quarter deliveries, it can also achieve a 104% year-over-year growth rate.</p><p><b>However, supply shortages remain potential challenges, particularly in terms of capacity constraints at semiconductors, logistics and shipping ports</b>。 Given the optimistic signals released by Tesla's management, deliveries are expected to grow in the second quarter compared to the first quarter.</p><p><b>Model S Power delivery</b></p><p>Previously, Tesla held a delivery ceremony for the Model S Plaid Edition on June 10 at the test drive facility next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaids that night. Additionally, Musk added that hundreds of Model S Plaids will be delivered each week soon and thousands each week in the next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaids, drones patrolling the skies over the Fremont factory showed the company was now producing the vehicle in series. Separately, judging from the videos and photos shared by netizens on social media, some Model S Plaids are on their way, and coupled with the growing fleet of Model S inside the Fremont plant, Tesla seems to want to ensure that the newly released car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 nears the end, the delivery speed of Tesla Model S has accelerated. Foreign media expect Tesla's production and delivery in the second quarter to be particularly tight, with a large backlog of delivery orders for Model S due to the delay of new Model release. In addition, more than 10,000 vehicles were put on hold for shipments in May, which also delayed many order deliveries until Tesla launched its new computer vision system.</p><p><b>Historical Movement of Tesla's Stock Price on the Day it Announces Quarterly Delivery Data and the First Five Days</b></p><p>From Q1 2020 to Q1 this year, Tesla delivered more than consensus estimates for five consecutive quarters, including four times when the share price rose more than 3% on the day of announcement, as shown in the chart below. As the second quarter approaches the end, investors may be able to find the law from the previous market charts, seize the opportunity and make an early layout!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-23 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets in the second quarter, but only encouraged and requested:</p><p>\"Overall, we executed well, but the next 12 days are very important for production and deliveries this quarter. Please give it your all!\" In his letter, Musk did not disclose the number of deliveries that have been completed so far and Q2 targets, but<b>Analysts expect deliveries to reach 198K-200K this quarter, setting a new quarterly high for deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the second-quarter delivery target is achievable, but in order to achieve this goal, the team needs to make a very intense sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance Tesla will do what it can to deliver as many cars as it can by the end of the month, given the trend of Tesla launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338, both hitting record highs. According to delivery figures, all the electric vehicles Tesla produced in the first quarter were Model 3 and Model Y models, with zero production of the more expensive Model S and Model X models.</p><p>Meanwhile, the 2020 Model S and Model X delivered in the first quarter were all from previous production inventory, and their deliveries accounted for only 1% of the total deliveries in the quarter. The chart below shows Tesla Model S/X/3/Y deliveries as of Q1 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is important because legacy car leaders have woken up and are boosting plug-in vehicle sales for most brands. The new facility in Texas is a key factor in further growth, as the start-up of the German facility seems \"challenging\".</p><p>Tesla loyal fan Troy Teslike estimates,<b>In the second quarter, 198,000 deliveries are possible (he previously gave an expected value of 192,000)</b>, which would support the 200,000 argument — another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles for the full year of 2021. His prediction data is shown below:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with US/China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and US-made Model 3 exports to the EU setting records every quarter,<b>Tesla may deliver 210,000-215,000 vehicles in the second quarter (market expectation of 205,000 vehicles)</b>, market expectations for Tesla's fiscal 2021 deliveries after the second quarter could be closer to 900,000 vehicles (the current forecast is 866,000).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his estimate for Tesla's (TSLA.O) second-quarter deliveries while raising his estimate for full-year FY21 deliveries.<b>Second-quarter delivery estimate lowered to 194,000 from 196,000, while full-year 2021 delivery estimate was revised up to 799,700 from 783,900</b>。 We made this adjustment because we think we will sell around 30,000 units in China in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet The company's updated guidance in The first quarter of more than 50% increase in full-year deliveries over 2020 levels. But that shouldn't be too difficult, and if the second quarter maintains the first-quarter deliveries, it can also achieve a 104% year-over-year growth rate.</p><p><b>However, supply shortages remain potential challenges, particularly in terms of capacity constraints at semiconductors, logistics and shipping ports</b>。 Given the optimistic signals released by Tesla's management, deliveries are expected to grow in the second quarter compared to the first quarter.</p><p><b>Model S Power delivery</b></p><p>Previously, Tesla held a delivery ceremony for the Model S Plaid Edition on June 10 at the test drive facility next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaids that night. Additionally, Musk added that hundreds of Model S Plaids will be delivered each week soon and thousands each week in the next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaids, drones patrolling the skies over the Fremont factory showed the company was now producing the vehicle in series. Separately, judging from the videos and photos shared by netizens on social media, some Model S Plaids are on their way, and coupled with the growing fleet of Model S inside the Fremont plant, Tesla seems to want to ensure that the newly released car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 nears the end, the delivery speed of Tesla Model S has accelerated. Foreign media expect Tesla's production and delivery in the second quarter to be particularly tight, with a large backlog of delivery orders for Model S due to the delay of new Model release. In addition, more than 10,000 vehicles were put on hold for shipments in May, which also delayed many order deliveries until Tesla launched its new computer vision system.</p><p><b>Historical Movement of Tesla's Stock Price on the Day it Announces Quarterly Delivery Data and the First Five Days</b></p><p>From Q1 2020 to Q1 this year, Tesla delivered more than consensus estimates for five consecutive quarters, including four times when the share price rose more than 3% on the day of announcement, as shown in the chart below. As the second quarter approaches the end, investors may be able to find the law from the previous market charts, seize the opportunity and make an early layout!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。\n同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：\n\nQ2交付量预测\n对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计，在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆），这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：\n\n前高盛CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆），第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120669941,"gmtCreate":1624321766883,"gmtModify":1703833330881,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/120669941","repostId":"1128496063","repostType":4,"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120687105,"gmtCreate":1624321715807,"gmtModify":1703833328611,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/120687105","repostId":"2145034445","repostType":4,"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168150787,"gmtCreate":1623967707549,"gmtModify":1703824732189,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666 ?&nbsp;","listText":"666 ?&nbsp;","text":"666 ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168150787","repostId":"1111690771","repostType":4,"repost":{"id":"1111690771","kind":"news","pubTimestamp":1623935139,"share":"https://ttm.financial/m/news/1111690771?lang=en_US&edition=fundamental","pubTime":"2021-06-17 21:05","market":"us","language":"zh","title":"Hawkish Signal! The Federal Reserve gradually changes its face. How will the property market and the stock market be corrected?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111690771","media":"杠杆游戏","summary":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息","content":"<p>Global attention, is the United States rate hike, when rate hike?</p><p>On June 16th, local time, the Federal Reserve issued an economic forecast and policy statement. The Federal Reserve raised its expectations for the U.S. economy and inflation in 2021 respectively, and the dot plot published together showed that more than half of FOMC members gave expectations of early rate hike, and the median forecast suggested that the Federal Reserve would hold two rate hike before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Generally speaking, the Fed's concerns about prices have increased, and hawkish signals are beginning to appear. What impact will this have on China's stock market and property market? According to the details of this interest rate meeting, the leverage game will talk about it.</p><p><b>1. The hawkish turn signal deserves attention!</b></p><p>Thirteen of the 18 commissioners supported at least one rate hike by the end of 2023. The Federal Reserve is more confident in the U.S. economy. They believe that the U.S. GDP will grow by 7.0% in 2021, compared with the forecast of 6.5% at the March meeting.</p><p>The Fed also raised its real GDP forecast for 2023 to 2.4% from the 2.2% it previously expected. With the better economic recovery, the problems of price and monetary policy naturally come.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures made a statistic, and the leverage game felt very meaningful, and thanked it.</p><p>The dot plot of the rate hike path of Fed officials shows that by the end of 2023, the Fed may rate hike twice.</p><p>The June dot plot of the FOMC (the Federal Reserve's open market committee) showed that 13 of the 18 commissioners supported at least one rate hike by the end of 2023, compared with seven in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Thank you hereby)</p><p>Eleven commissioners expect at least two rate hike by the end of 2023, and seven commissioners expect to begin a rate hike in 2022. 4 in March.</p><p>And the median prediction of the dotplot in March implies that there will be no rate hike until the end of 2023.</p><p><b>2. Federal Reserve Chairman Powell generally believes that it is too early to discuss rate hike. Why is the key?</b></p><p>Of course, the Federal Reserve is prepared to adjust the excess reserve rate (IOER) from 0.1% to 0.15%. That is to say, in the face of excess liquidity, the Federal Reserve is actually making appropriate moves.</p><p>Making it clear, though, that it will continue to increase its holdings of at least $80 billion a month in Treasury Bond, as well as at least $40 billion in home mortgage-backed securities, until substantial progress is made on full employment and price stability targets.</p><p>Here, the leverage game needs one more word. What counts as the goal of full employment and price stability?</p><p>For example, the number of new non-farm payrolls in the United States in April and May was 278,000 and 559,000 respectively, both lower than expected. Employment still fell by about 7.6 million in May compared with pre-Black Swan levels.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Source of chart | Northeast Securities (thank you)</p><p>The Fed expects the unemployment rate to drop to 4.5% in 2021 (the same as its March forecast) and 3.8% and 3.5% in 2022 and 2023, respectively – by this point, back to very low levels, presumably qualified;</p><p>At the same time, Powell believes that inflation may remain high in the coming months before it eases-price indicators should be considered up to standard.</p><p>So, my conclusion is that Americans care about the economy, simply employment indicators.</p><p><b>3. The normalization of U.S. monetary policy may be accelerated, which deserves attention, but the stock market should be worry-free for the time being.</b></p><p>Judging from the above changes in the attitude of Fed members towards rate hike, the leverage game can basically be considered that the pace of rate hike has been greatly accelerated compared with before.</p><p>While there is no signal from rate hike yet, an early arrival is possible. At the same time, Powell is ready to discuss reducing bond purchases, and the hawks are undoubtedly revealed. Then the US dollar will be supported in the short term, and the RMB exchange rate will fluctuate mainly.</p><p>However, because the liquidity between China and the United States is generally loose. For example, our M2 was 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, and the growth rate was 0.2 percentage points higher than that at the end of last month.</p><p>At the same time, the communication between the central banks of China and the United States and the market is relatively sufficient and transparent, and no one will suddenly turn monetary policy.</p><p>Therefore, the stock market will not panic overall, and the trend decline will not appear.</p><p><b>4. Domestic demand is still a little weak, and external demand supports high production prosperity. Real estate and investment should not be too cool at this time.</b></p><p>June 16th is a very interesting day. The United States informed some of their statements at the interest rate meeting, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, and external demand is still an important support.</p><p>According to the statistics of Beijing Capital Securities, for example, in May, the two-year average growth rate of industrial added value above the regulated level was 6.6%, slightly lower than the previous value by 0.2 percentage points.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Capital Securities (thank you)</p><p>The compound growth rate of export delivery value has dropped significantly, echoing the sharp decline of exports in May. However, without the high growth of exports, industrial data will decline even more.</p><p>Generally speaking, external demand has peaked and fallen, and it is certain that production and exports will have a slight impact in the next step.</p><p>In terms of fixed investment, it increased by 15.4% year-on-year. However, the newly started area of houses has experienced negative growth for two consecutive months, and the completed area has accelerated significantly this month, turning positive to 5.0% year-on-year. In the short term, real estate investment is still supported, and there is certain pressure in the long term.</p><p>At the same time, with the strengthening of debt management, there is a high probability that fixed investment will fall back.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Social retail sales rose 12.4% in May, slightly below market expectations of 12.8%, compared with the previous value of 17.7%.</p><p>Generally speaking, the leverage game believes that domestic demand is so-so and exports are peaking. Then, the real estate suppression is suppressed and can't be made too ugly.</p><p><b>5. Whether there is a liquidity inflection point in the United States in the third quarter is worth noting.</b></p><p>Regardless of global house prices, commodities, and the U.S. stock market, the nature of this round of asset price surge is dominated by liquidity.</p><p>Now the question is, is there an inflection point in U.S. liquidity in the third quarter? As written in the above leverage game, the Federal Reserve has a signal of shrinking, and the excess reserve rate has increased slightly.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>(Thank you hereby)</p><p>In the third quarter, the leverage game believes that the first amplitude is small, and the second is a temptation. At the same time, the last round of cards by the central bank of China has proved that \"I am the main\"-as long as the United States does not have rate hike, the world trend of funds returning to the United States to pursue high yields should not come.</p><p>From this perspective alone, in 2021, China's stock market will not be bearish; The property market only shows an unusually harsh attitude towards speculation. As mentioned above, the stability of the economy still needs it.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss cutting QE, and began to cut QE at the end of 2021 or early 2022, which were basically within market expectations.</p><p>Nevertheless, this is at least a constraint on any country's monetary policy.</p><p><b>6. Conclusion: In 2021, the stock market will basically not be affected by the United States, and the property market will be dominated by me.</b>The former leverage game means, don't worry about liquidity.</p><p>The latter I mean, the property market will crack down on speculation, and it will run through 2021. However, local governments are becoming more and more skilled in their ability to trade the property market, and they have always had their own ways to guarantee a certain price and sales volume.</p><p>What's more, the water hasn't decreased.</p>","source":"lsy1574902984297","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>Hawkish Signal! The Federal Reserve gradually changes its face. How will the property market and the stock market be corrected?</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\">\nHawkish Signal! The Federal Reserve gradually changes its face. How will the property market and the stock market be corrected?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">杠杆游戏</strong><span class=\"h-time small\">2021-06-17 21:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Global attention, is the United States rate hike, when rate hike?</p><p>On June 16th, local time, the Federal Reserve issued an economic forecast and policy statement. The Federal Reserve raised its expectations for the U.S. economy and inflation in 2021 respectively, and the dot plot published together showed that more than half of FOMC members gave expectations of early rate hike, and the median forecast suggested that the Federal Reserve would hold two rate hike before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Generally speaking, the Fed's concerns about prices have increased, and hawkish signals are beginning to appear. What impact will this have on China's stock market and property market? According to the details of this interest rate meeting, the leverage game will talk about it.</p><p><b>1. The hawkish turn signal deserves attention!</b></p><p>Thirteen of the 18 commissioners supported at least one rate hike by the end of 2023. The Federal Reserve is more confident in the U.S. economy. They believe that the U.S. GDP will grow by 7.0% in 2021, compared with the forecast of 6.5% at the March meeting.</p><p>The Fed also raised its real GDP forecast for 2023 to 2.4% from the 2.2% it previously expected. With the better economic recovery, the problems of price and monetary policy naturally come.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures made a statistic, and the leverage game felt very meaningful, and thanked it.</p><p>The dot plot of the rate hike path of Fed officials shows that by the end of 2023, the Fed may rate hike twice.</p><p>The June dot plot of the FOMC (the Federal Reserve's open market committee) showed that 13 of the 18 commissioners supported at least one rate hike by the end of 2023, compared with seven in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Thank you hereby)</p><p>Eleven commissioners expect at least two rate hike by the end of 2023, and seven commissioners expect to begin a rate hike in 2022. 4 in March.</p><p>And the median prediction of the dotplot in March implies that there will be no rate hike until the end of 2023.</p><p><b>2. Federal Reserve Chairman Powell generally believes that it is too early to discuss rate hike. Why is the key?</b></p><p>Of course, the Federal Reserve is prepared to adjust the excess reserve rate (IOER) from 0.1% to 0.15%. That is to say, in the face of excess liquidity, the Federal Reserve is actually making appropriate moves.</p><p>Making it clear, though, that it will continue to increase its holdings of at least $80 billion a month in Treasury Bond, as well as at least $40 billion in home mortgage-backed securities, until substantial progress is made on full employment and price stability targets.</p><p>Here, the leverage game needs one more word. What counts as the goal of full employment and price stability?</p><p>For example, the number of new non-farm payrolls in the United States in April and May was 278,000 and 559,000 respectively, both lower than expected. Employment still fell by about 7.6 million in May compared with pre-Black Swan levels.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Source of chart | Northeast Securities (thank you)</p><p>The Fed expects the unemployment rate to drop to 4.5% in 2021 (the same as its March forecast) and 3.8% and 3.5% in 2022 and 2023, respectively – by this point, back to very low levels, presumably qualified;</p><p>At the same time, Powell believes that inflation may remain high in the coming months before it eases-price indicators should be considered up to standard.</p><p>So, my conclusion is that Americans care about the economy, simply employment indicators.</p><p><b>3. The normalization of U.S. monetary policy may be accelerated, which deserves attention, but the stock market should be worry-free for the time being.</b></p><p>Judging from the above changes in the attitude of Fed members towards rate hike, the leverage game can basically be considered that the pace of rate hike has been greatly accelerated compared with before.</p><p>While there is no signal from rate hike yet, an early arrival is possible. At the same time, Powell is ready to discuss reducing bond purchases, and the hawks are undoubtedly revealed. Then the US dollar will be supported in the short term, and the RMB exchange rate will fluctuate mainly.</p><p>However, because the liquidity between China and the United States is generally loose. For example, our M2 was 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, and the growth rate was 0.2 percentage points higher than that at the end of last month.</p><p>At the same time, the communication between the central banks of China and the United States and the market is relatively sufficient and transparent, and no one will suddenly turn monetary policy.</p><p>Therefore, the stock market will not panic overall, and the trend decline will not appear.</p><p><b>4. Domestic demand is still a little weak, and external demand supports high production prosperity. Real estate and investment should not be too cool at this time.</b></p><p>June 16th is a very interesting day. The United States informed some of their statements at the interest rate meeting, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, and external demand is still an important support.</p><p>According to the statistics of Beijing Capital Securities, for example, in May, the two-year average growth rate of industrial added value above the regulated level was 6.6%, slightly lower than the previous value by 0.2 percentage points.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Capital Securities (thank you)</p><p>The compound growth rate of export delivery value has dropped significantly, echoing the sharp decline of exports in May. However, without the high growth of exports, industrial data will decline even more.</p><p>Generally speaking, external demand has peaked and fallen, and it is certain that production and exports will have a slight impact in the next step.</p><p>In terms of fixed investment, it increased by 15.4% year-on-year. However, the newly started area of houses has experienced negative growth for two consecutive months, and the completed area has accelerated significantly this month, turning positive to 5.0% year-on-year. In the short term, real estate investment is still supported, and there is certain pressure in the long term.</p><p>At the same time, with the strengthening of debt management, there is a high probability that fixed investment will fall back.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Social retail sales rose 12.4% in May, slightly below market expectations of 12.8%, compared with the previous value of 17.7%.</p><p>Generally speaking, the leverage game believes that domestic demand is so-so and exports are peaking. Then, the real estate suppression is suppressed and can't be made too ugly.</p><p><b>5. Whether there is a liquidity inflection point in the United States in the third quarter is worth noting.</b></p><p>Regardless of global house prices, commodities, and the U.S. stock market, the nature of this round of asset price surge is dominated by liquidity.</p><p>Now the question is, is there an inflection point in U.S. liquidity in the third quarter? As written in the above leverage game, the Federal Reserve has a signal of shrinking, and the excess reserve rate has increased slightly.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>(Thank you hereby)</p><p>In the third quarter, the leverage game believes that the first amplitude is small, and the second is a temptation. At the same time, the last round of cards by the central bank of China has proved that \"I am the main\"-as long as the United States does not have rate hike, the world trend of funds returning to the United States to pursue high yields should not come.</p><p>From this perspective alone, in 2021, China's stock market will not be bearish; The property market only shows an unusually harsh attitude towards speculation. As mentioned above, the stability of the economy still needs it.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss cutting QE, and began to cut QE at the end of 2021 or early 2022, which were basically within market expectations.</p><p>Nevertheless, this is at least a constraint on any country's monetary policy.</p><p><b>6. Conclusion: In 2021, the stock market will basically not be affected by the United States, and the property market will be dominated by me.</b>The former leverage game means, don't worry about liquidity.</p><p>The latter I mean, the property market will crack down on speculation, and it will run through 2021. However, local governments are becoming more and more skilled in their ability to trade the property market, and they have always had their own ways to guarantee a certain price and sales volume.</p><p>What's more, the water hasn't decreased.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw\">杠杆游戏</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":{"513500":"标普500ETF博时","OEX":"标普100","SPY":"标普500ETF",".DJI":"道琼斯","QQQ":"纳指100ETF","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","DOG":"道指ETF-ProShares做空",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares"},"source_url":"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111690771","content_text":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息的预期，中位数预测暗示，美联储将在2023年前加息2次。\n利率或从0.1%升至0.6%。\n\n总体来说，美联储对物价的担忧提高，鹰派信号初现。这对我国股市、楼市会有什么影响，杠杆游戏根据此次议息会议的细节，展开谈一谈。\n1、鹰派转向信号值得重视！\n18位委员中有13人支持在2023年底前，至少加息1次。美联储对美国经济比较有信心，他们认为2021年美国GDP将增长7.0%，而3月份会议的预测为6.5%。\n美联储还将2023年的实际GDP预测，从之前预期的2.2%上调至2.4%。伴随经济的较好复苏，物价和货币政策问题自然来了。\n\n华泰期货做了一个统计，杠杆游戏觉得非常有意义，并致谢。\n美联储官员的加息路径点阵图显示，到2023年底，美联储或许将加息2次。\nFOMC（美联储的公开市场委员会）6月点阵图显示，18 位委员中有13人支持在2023 年底前至少加息1次，而3月为7位。\n\n图表来源|东北证券（特此感谢）\n11位委员预计到2023年底至少加息2次，7名委员预计在2022年开始加息。3月为4位。\n而3月份的点阵图中位数预测值暗示，到2023年底前不会加息。\n2、美联储主席鲍威尔总体认为，现在讨论加息还为时过早，关键是为什么？\n当然，美联储准备将超额准备金利率（IOER）从0.1%，调整至0.15%，也就是说，面对流动性过剩，美联储其实也在适当出手。\n不过说得很清楚，将继续每月增持至少800亿美元的国债，以及至少400亿美元的住房抵押贷款支持证券，直到充分就业和物价稳定目标取得实质性进展。\n这里杠杆游戏要多一句嘴，什么算充分就业和物价稳定目标？\n比如美国4月、5月新增非农就业人口分别为27.8万和55.9万，均低于预期。与黑天鹅前水平相比，5月就业人数依然减少了约760万。\n\n图表来源|东北证券（特此感谢）\n美联储预计2021年失业率将降至4.5%（与3月的预测持平），2022年和2023年失业率将分别降至3.8%和3.5%——到此，回到非常低的水平，大概算是合格；\n同时鲍威尔认为通货膨胀可能在未来几个月继续居高不下，然后才会有所缓和——物价指标应该算达标。\n所以，我的结论就是，美国人在乎的是经济，简单说就是就业指标。\n3、美国货币政策正常化可能加快，值得重视，但股市应该暂时无忧。\n从上文美联储委员对加息的态度人数变化看，杠杆游戏基本可以认为，加息节奏较此前大大加快。\n虽然目前还没有加息的信号，但提前到来是可能的。同时，鲍威尔已经准备讨论缩减购债，鹰派显露无疑，那么美元短期内有支撑，人民币汇率震荡为主。\n但因为中美流动性总体宽松。如我们的M2，5月末227.54万亿元，同比增长8.3%，增速比上月末高0.2个百分点。\n同时无论中美央行，与市场的沟通都较为充分、透明，谁都不会货币政策突然转向。\n所以股市总体不会恐慌，趋势性下跌不会出现。\n4、内需还是有点弱，外需支撑生产高景气，房地产和投资这个时候不能太凉。\n6月16日是很有意思的一天，美国通报他们的议息会议部分声明，我们发布了多项经济指标。\n我们可以看，工业生产其实略走弱，外需仍是重要支撑。\n首创证券统计发现，比如5月规上工业增加值两年平均增速为6.6%，较前值略降0.2个百分点。\n\n图表来源|首创证券（特此感谢）\n出口交货值复合增速有较大回落，与5月出口大幅回落相呼应，但如果没有出口的高增长，工业数据会下滑更多。\n总体来说，外需见顶回落，生产和出口下一步略有影响是一定的。\n而固投方面，同比增长15.4%。但房屋新开工面积连续两个月负增长，竣工面积本月大幅提速，同比转正为5.0%，短期内房地产投资仍有支撑，长期存在一定的压力。\n同时债务管理的加强，固定投资的回落大概率。\n\n5月社零销售增长12.4%，小幅低于市场预期的12.8%，前值为17.7%。\n总的来说，杠杆游戏认为，内需马马虎虎，出口见顶，那么，房地产打压归打压，不能搞得太难看。\n5、三季度美国是否有流动性拐点，值得注意。\n无论全球房价，还是大宗商品，以及美国股市，资产价格大涨本质这一轮都是流动性主导的。\n现在问题来了，三季度美国流动性是否有拐点？上文杠杆游戏写了，美联储有缩量的信号，超额准备金利率略有提高。\n\n图表来源|浙商证券（特此感谢）\n3季度杠杆游戏认为，第一幅度小，第二是个试探，同时我国央行上一轮的出牌已经证明，“以我为主”——只要美国不加息，资金回美追求高收益的世界趋势，应该不会到来。\n单这个角度说，2021年，我国股市不至于看空；楼市，只是对投机表现出异常严厉的态度，如上所述，经济的稳定还需要它。\n需要注意的是，3季度，比如7、8月，美联储始正式讨论削减QE，2021年底或2022年初开始削减QE，这些基本已在市场预期内。\n尽管如此，这对任何国家的货币政策，起码都是掣肘。\n6、结论：2021年股市基本不会受美国影响，楼市以我为主。前者杠杆游戏的意思是，不要担心流动性。\n后者我的意思是，楼市打击投机，将贯穿2021年始终。但地方对楼市的操盘能力，也是越来越纯熟，保障一定的价格和销量，从来都有自己办法。\n何况，水又没减少。","news_type":1,"symbols_score_info":{"513500":0.9,"QID":0.9,".IXIC":0.9,"QQQ":0.9,"ESmain":0.9,"MNQmain":0.9,".DJI":0.9,"PSQ":0.9,"UDOW":0.9,"SDOW":0.9,"OEX":0.9,"DOG":0.9,"IVV":0.9,"SPY":0.9,"SDS":0.9,"DJX":0.9,"QLD":0.9,"TQQQ":0.9,"NQmain":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9096023919,"gmtCreate":1644271912415,"gmtModify":1676533905636,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023919","repostId":"1158578585","repostType":4,"isVote":1,"tweetType":1,"viewCount":4144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116722936,"gmtCreate":1622820289825,"gmtModify":1704191938855,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/116722936","repostId":"2140401208","repostType":4,"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096023679,"gmtCreate":1644271949565,"gmtModify":1676533905639,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023679","repostId":"1186876974","repostType":4,"repost":{"id":"1186876974","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245081,"share":"https://ttm.financial/m/news/1186876974?lang=en_US&edition=fundamental","pubTime":"2022-02-07 22:44","market":"us","language":"en","title":"EV Stocks Rose in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1186876974","media":"Tiger Newspress","summary":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 ","content":"<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>EV Stocks Rose in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Rose in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186876974","content_text":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"RIVN":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353744430,"gmtCreate":1616542208820,"gmtModify":1704795368007,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"Like!&nbsp;","listText":"Like!&nbsp;","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353744430","repostId":"1183411541","repostType":4,"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095315255,"gmtCreate":1644822888964,"gmtModify":1676533965251,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095315255","repostId":"1179055183","repostType":4,"repost":{"id":"1179055183","kind":"news","pubTimestamp":1644821452,"share":"https://ttm.financial/m/news/1179055183?lang=en_US&edition=fundamental","pubTime":"2022-02-14 14:50","market":"us","language":"en","title":"Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1179055183","media":"Bloomberg","summary":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Propertie","content":"<html><head></head><body><p>(Bloomberg) -- <a href=\"https://laohu8.com/S/APO\">Apollo Global Management Inc.</a> signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.</p><p>As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.</p><p>The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.</p><p>Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.</p><p>Apollo deal is structured as:</p><ul><li><p>$500 million: investment into a land joint venture</p></li><li><p>$500 million: perpetual subordinated notes issued by Aldar Investment Properties</p></li><li><p>$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties</p></li><li><p>$100 million: common equity investment in Aldar Investment Properties</p></li></ul><p>Aldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.</p><p></p></body></html>","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>Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part...</p>\n\n<a href=\"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APO":"阿波罗全球管理"},"source_url":"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179055183","content_text":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.Apollo deal is structured as:$500 million: investment into a land joint venture$500 million: perpetual subordinated notes issued by Aldar Investment Properties$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties$100 million: common equity investment in Aldar Investment PropertiesAldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.","news_type":1,"symbols_score_info":{"APO":0.9}},"isVote":1,"tweetType":1,"viewCount":4446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150245969,"gmtCreate":1624918330551,"gmtModify":1703847693595,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150245969","repostId":"1189694806","repostType":4,"repost":{"id":"1189694806","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":1624894784,"share":"https://ttm.financial/m/news/1189694806?lang=en_US&edition=fundamental","pubTime":"2021-06-28 23:39","market":"us","language":"zh","title":"[Movement] New car-making forces completely broke out, Nio Automobile rose 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189694806","media":"老虎资讯综合","summary":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","content":"<p>On June 28th, China New Energy Vehicle Stocks continued to rise,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>rose by more than 7%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It rose more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Movement] New car-making forces completely broke out, Nio Automobile rose 9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Movement] New car-making forces completely broke out, Nio Automobile rose 9%\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\">2021-06-28 23:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28th, China New Energy Vehicle Stocks continued to rise,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>rose by more than 7%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It rose more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","news_type":1,"symbols_score_info":{"LI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168150787,"gmtCreate":1623967707549,"gmtModify":1703824732189,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666 ?&nbsp;","listText":"666 ?&nbsp;","text":"666 ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168150787","repostId":"1111690771","repostType":4,"repost":{"id":"1111690771","kind":"news","pubTimestamp":1623935139,"share":"https://ttm.financial/m/news/1111690771?lang=en_US&edition=fundamental","pubTime":"2021-06-17 21:05","market":"us","language":"zh","title":"Hawkish Signal! The Federal Reserve gradually changes its face. How will the property market and the stock market be corrected?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111690771","media":"杠杆游戏","summary":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息","content":"<p>Global attention, is the United States rate hike, when rate hike?</p><p>On June 16th, local time, the Federal Reserve issued an economic forecast and policy statement. The Federal Reserve raised its expectations for the U.S. economy and inflation in 2021 respectively, and the dot plot published together showed that more than half of FOMC members gave expectations of early rate hike, and the median forecast suggested that the Federal Reserve would hold two rate hike before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Generally speaking, the Fed's concerns about prices have increased, and hawkish signals are beginning to appear. What impact will this have on China's stock market and property market? According to the details of this interest rate meeting, the leverage game will talk about it.</p><p><b>1. The hawkish turn signal deserves attention!</b></p><p>Thirteen of the 18 commissioners supported at least one rate hike by the end of 2023. The Federal Reserve is more confident in the U.S. economy. They believe that the U.S. GDP will grow by 7.0% in 2021, compared with the forecast of 6.5% at the March meeting.</p><p>The Fed also raised its real GDP forecast for 2023 to 2.4% from the 2.2% it previously expected. With the better economic recovery, the problems of price and monetary policy naturally come.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures made a statistic, and the leverage game felt very meaningful, and thanked it.</p><p>The dot plot of the rate hike path of Fed officials shows that by the end of 2023, the Fed may rate hike twice.</p><p>The June dot plot of the FOMC (the Federal Reserve's open market committee) showed that 13 of the 18 commissioners supported at least one rate hike by the end of 2023, compared with seven in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Thank you hereby)</p><p>Eleven commissioners expect at least two rate hike by the end of 2023, and seven commissioners expect to begin a rate hike in 2022. 4 in March.</p><p>And the median prediction of the dotplot in March implies that there will be no rate hike until the end of 2023.</p><p><b>2. Federal Reserve Chairman Powell generally believes that it is too early to discuss rate hike. Why is the key?</b></p><p>Of course, the Federal Reserve is prepared to adjust the excess reserve rate (IOER) from 0.1% to 0.15%. That is to say, in the face of excess liquidity, the Federal Reserve is actually making appropriate moves.</p><p>Making it clear, though, that it will continue to increase its holdings of at least $80 billion a month in Treasury Bond, as well as at least $40 billion in home mortgage-backed securities, until substantial progress is made on full employment and price stability targets.</p><p>Here, the leverage game needs one more word. What counts as the goal of full employment and price stability?</p><p>For example, the number of new non-farm payrolls in the United States in April and May was 278,000 and 559,000 respectively, both lower than expected. Employment still fell by about 7.6 million in May compared with pre-Black Swan levels.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Source of chart | Northeast Securities (thank you)</p><p>The Fed expects the unemployment rate to drop to 4.5% in 2021 (the same as its March forecast) and 3.8% and 3.5% in 2022 and 2023, respectively – by this point, back to very low levels, presumably qualified;</p><p>At the same time, Powell believes that inflation may remain high in the coming months before it eases-price indicators should be considered up to standard.</p><p>So, my conclusion is that Americans care about the economy, simply employment indicators.</p><p><b>3. The normalization of U.S. monetary policy may be accelerated, which deserves attention, but the stock market should be worry-free for the time being.</b></p><p>Judging from the above changes in the attitude of Fed members towards rate hike, the leverage game can basically be considered that the pace of rate hike has been greatly accelerated compared with before.</p><p>While there is no signal from rate hike yet, an early arrival is possible. At the same time, Powell is ready to discuss reducing bond purchases, and the hawks are undoubtedly revealed. Then the US dollar will be supported in the short term, and the RMB exchange rate will fluctuate mainly.</p><p>However, because the liquidity between China and the United States is generally loose. For example, our M2 was 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, and the growth rate was 0.2 percentage points higher than that at the end of last month.</p><p>At the same time, the communication between the central banks of China and the United States and the market is relatively sufficient and transparent, and no one will suddenly turn monetary policy.</p><p>Therefore, the stock market will not panic overall, and the trend decline will not appear.</p><p><b>4. Domestic demand is still a little weak, and external demand supports high production prosperity. Real estate and investment should not be too cool at this time.</b></p><p>June 16th is a very interesting day. The United States informed some of their statements at the interest rate meeting, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, and external demand is still an important support.</p><p>According to the statistics of Beijing Capital Securities, for example, in May, the two-year average growth rate of industrial added value above the regulated level was 6.6%, slightly lower than the previous value by 0.2 percentage points.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Capital Securities (thank you)</p><p>The compound growth rate of export delivery value has dropped significantly, echoing the sharp decline of exports in May. However, without the high growth of exports, industrial data will decline even more.</p><p>Generally speaking, external demand has peaked and fallen, and it is certain that production and exports will have a slight impact in the next step.</p><p>In terms of fixed investment, it increased by 15.4% year-on-year. However, the newly started area of houses has experienced negative growth for two consecutive months, and the completed area has accelerated significantly this month, turning positive to 5.0% year-on-year. In the short term, real estate investment is still supported, and there is certain pressure in the long term.</p><p>At the same time, with the strengthening of debt management, there is a high probability that fixed investment will fall back.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Social retail sales rose 12.4% in May, slightly below market expectations of 12.8%, compared with the previous value of 17.7%.</p><p>Generally speaking, the leverage game believes that domestic demand is so-so and exports are peaking. Then, the real estate suppression is suppressed and can't be made too ugly.</p><p><b>5. Whether there is a liquidity inflection point in the United States in the third quarter is worth noting.</b></p><p>Regardless of global house prices, commodities, and the U.S. stock market, the nature of this round of asset price surge is dominated by liquidity.</p><p>Now the question is, is there an inflection point in U.S. liquidity in the third quarter? As written in the above leverage game, the Federal Reserve has a signal of shrinking, and the excess reserve rate has increased slightly.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>(Thank you hereby)</p><p>In the third quarter, the leverage game believes that the first amplitude is small, and the second is a temptation. At the same time, the last round of cards by the central bank of China has proved that \"I am the main\"-as long as the United States does not have rate hike, the world trend of funds returning to the United States to pursue high yields should not come.</p><p>From this perspective alone, in 2021, China's stock market will not be bearish; The property market only shows an unusually harsh attitude towards speculation. As mentioned above, the stability of the economy still needs it.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss cutting QE, and began to cut QE at the end of 2021 or early 2022, which were basically within market expectations.</p><p>Nevertheless, this is at least a constraint on any country's monetary policy.</p><p><b>6. Conclusion: In 2021, the stock market will basically not be affected by the United States, and the property market will be dominated by me.</b>The former leverage game means, don't worry about liquidity.</p><p>The latter I mean, the property market will crack down on speculation, and it will run through 2021. However, local governments are becoming more and more skilled in their ability to trade the property market, and they have always had their own ways to guarantee a certain price and sales volume.</p><p>What's more, the water hasn't decreased.</p>","source":"lsy1574902984297","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>Hawkish Signal! The Federal Reserve gradually changes its face. How will the property market and the stock market be corrected?</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\">\nHawkish Signal! The Federal Reserve gradually changes its face. How will the property market and the stock market be corrected?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">杠杆游戏</strong><span class=\"h-time small\">2021-06-17 21:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Global attention, is the United States rate hike, when rate hike?</p><p>On June 16th, local time, the Federal Reserve issued an economic forecast and policy statement. The Federal Reserve raised its expectations for the U.S. economy and inflation in 2021 respectively, and the dot plot published together showed that more than half of FOMC members gave expectations of early rate hike, and the median forecast suggested that the Federal Reserve would hold two rate hike before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Generally speaking, the Fed's concerns about prices have increased, and hawkish signals are beginning to appear. What impact will this have on China's stock market and property market? According to the details of this interest rate meeting, the leverage game will talk about it.</p><p><b>1. The hawkish turn signal deserves attention!</b></p><p>Thirteen of the 18 commissioners supported at least one rate hike by the end of 2023. The Federal Reserve is more confident in the U.S. economy. They believe that the U.S. GDP will grow by 7.0% in 2021, compared with the forecast of 6.5% at the March meeting.</p><p>The Fed also raised its real GDP forecast for 2023 to 2.4% from the 2.2% it previously expected. With the better economic recovery, the problems of price and monetary policy naturally come.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures made a statistic, and the leverage game felt very meaningful, and thanked it.</p><p>The dot plot of the rate hike path of Fed officials shows that by the end of 2023, the Fed may rate hike twice.</p><p>The June dot plot of the FOMC (the Federal Reserve's open market committee) showed that 13 of the 18 commissioners supported at least one rate hike by the end of 2023, compared with seven in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Thank you hereby)</p><p>Eleven commissioners expect at least two rate hike by the end of 2023, and seven commissioners expect to begin a rate hike in 2022. 4 in March.</p><p>And the median prediction of the dotplot in March implies that there will be no rate hike until the end of 2023.</p><p><b>2. Federal Reserve Chairman Powell generally believes that it is too early to discuss rate hike. Why is the key?</b></p><p>Of course, the Federal Reserve is prepared to adjust the excess reserve rate (IOER) from 0.1% to 0.15%. That is to say, in the face of excess liquidity, the Federal Reserve is actually making appropriate moves.</p><p>Making it clear, though, that it will continue to increase its holdings of at least $80 billion a month in Treasury Bond, as well as at least $40 billion in home mortgage-backed securities, until substantial progress is made on full employment and price stability targets.</p><p>Here, the leverage game needs one more word. What counts as the goal of full employment and price stability?</p><p>For example, the number of new non-farm payrolls in the United States in April and May was 278,000 and 559,000 respectively, both lower than expected. Employment still fell by about 7.6 million in May compared with pre-Black Swan levels.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Source of chart | Northeast Securities (thank you)</p><p>The Fed expects the unemployment rate to drop to 4.5% in 2021 (the same as its March forecast) and 3.8% and 3.5% in 2022 and 2023, respectively – by this point, back to very low levels, presumably qualified;</p><p>At the same time, Powell believes that inflation may remain high in the coming months before it eases-price indicators should be considered up to standard.</p><p>So, my conclusion is that Americans care about the economy, simply employment indicators.</p><p><b>3. The normalization of U.S. monetary policy may be accelerated, which deserves attention, but the stock market should be worry-free for the time being.</b></p><p>Judging from the above changes in the attitude of Fed members towards rate hike, the leverage game can basically be considered that the pace of rate hike has been greatly accelerated compared with before.</p><p>While there is no signal from rate hike yet, an early arrival is possible. At the same time, Powell is ready to discuss reducing bond purchases, and the hawks are undoubtedly revealed. Then the US dollar will be supported in the short term, and the RMB exchange rate will fluctuate mainly.</p><p>However, because the liquidity between China and the United States is generally loose. For example, our M2 was 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, and the growth rate was 0.2 percentage points higher than that at the end of last month.</p><p>At the same time, the communication between the central banks of China and the United States and the market is relatively sufficient and transparent, and no one will suddenly turn monetary policy.</p><p>Therefore, the stock market will not panic overall, and the trend decline will not appear.</p><p><b>4. Domestic demand is still a little weak, and external demand supports high production prosperity. Real estate and investment should not be too cool at this time.</b></p><p>June 16th is a very interesting day. The United States informed some of their statements at the interest rate meeting, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, and external demand is still an important support.</p><p>According to the statistics of Beijing Capital Securities, for example, in May, the two-year average growth rate of industrial added value above the regulated level was 6.6%, slightly lower than the previous value by 0.2 percentage points.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Capital Securities (thank you)</p><p>The compound growth rate of export delivery value has dropped significantly, echoing the sharp decline of exports in May. However, without the high growth of exports, industrial data will decline even more.</p><p>Generally speaking, external demand has peaked and fallen, and it is certain that production and exports will have a slight impact in the next step.</p><p>In terms of fixed investment, it increased by 15.4% year-on-year. However, the newly started area of houses has experienced negative growth for two consecutive months, and the completed area has accelerated significantly this month, turning positive to 5.0% year-on-year. In the short term, real estate investment is still supported, and there is certain pressure in the long term.</p><p>At the same time, with the strengthening of debt management, there is a high probability that fixed investment will fall back.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Social retail sales rose 12.4% in May, slightly below market expectations of 12.8%, compared with the previous value of 17.7%.</p><p>Generally speaking, the leverage game believes that domestic demand is so-so and exports are peaking. Then, the real estate suppression is suppressed and can't be made too ugly.</p><p><b>5. Whether there is a liquidity inflection point in the United States in the third quarter is worth noting.</b></p><p>Regardless of global house prices, commodities, and the U.S. stock market, the nature of this round of asset price surge is dominated by liquidity.</p><p>Now the question is, is there an inflection point in U.S. liquidity in the third quarter? As written in the above leverage game, the Federal Reserve has a signal of shrinking, and the excess reserve rate has increased slightly.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>(Thank you hereby)</p><p>In the third quarter, the leverage game believes that the first amplitude is small, and the second is a temptation. At the same time, the last round of cards by the central bank of China has proved that \"I am the main\"-as long as the United States does not have rate hike, the world trend of funds returning to the United States to pursue high yields should not come.</p><p>From this perspective alone, in 2021, China's stock market will not be bearish; The property market only shows an unusually harsh attitude towards speculation. As mentioned above, the stability of the economy still needs it.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss cutting QE, and began to cut QE at the end of 2021 or early 2022, which were basically within market expectations.</p><p>Nevertheless, this is at least a constraint on any country's monetary policy.</p><p><b>6. Conclusion: In 2021, the stock market will basically not be affected by the United States, and the property market will be dominated by me.</b>The former leverage game means, don't worry about liquidity.</p><p>The latter I mean, the property market will crack down on speculation, and it will run through 2021. However, local governments are becoming more and more skilled in their ability to trade the property market, and they have always had their own ways to guarantee a certain price and sales volume.</p><p>What's more, the water hasn't decreased.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw\">杠杆游戏</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":{"513500":"标普500ETF博时","OEX":"标普100","SPY":"标普500ETF",".DJI":"道琼斯","QQQ":"纳指100ETF","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","DOG":"道指ETF-ProShares做空",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares"},"source_url":"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111690771","content_text":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息的预期，中位数预测暗示，美联储将在2023年前加息2次。\n利率或从0.1%升至0.6%。\n\n总体来说，美联储对物价的担忧提高，鹰派信号初现。这对我国股市、楼市会有什么影响，杠杆游戏根据此次议息会议的细节，展开谈一谈。\n1、鹰派转向信号值得重视！\n18位委员中有13人支持在2023年底前，至少加息1次。美联储对美国经济比较有信心，他们认为2021年美国GDP将增长7.0%，而3月份会议的预测为6.5%。\n美联储还将2023年的实际GDP预测，从之前预期的2.2%上调至2.4%。伴随经济的较好复苏，物价和货币政策问题自然来了。\n\n华泰期货做了一个统计，杠杆游戏觉得非常有意义，并致谢。\n美联储官员的加息路径点阵图显示，到2023年底，美联储或许将加息2次。\nFOMC（美联储的公开市场委员会）6月点阵图显示，18 位委员中有13人支持在2023 年底前至少加息1次，而3月为7位。\n\n图表来源|东北证券（特此感谢）\n11位委员预计到2023年底至少加息2次，7名委员预计在2022年开始加息。3月为4位。\n而3月份的点阵图中位数预测值暗示，到2023年底前不会加息。\n2、美联储主席鲍威尔总体认为，现在讨论加息还为时过早，关键是为什么？\n当然，美联储准备将超额准备金利率（IOER）从0.1%，调整至0.15%，也就是说，面对流动性过剩，美联储其实也在适当出手。\n不过说得很清楚，将继续每月增持至少800亿美元的国债，以及至少400亿美元的住房抵押贷款支持证券，直到充分就业和物价稳定目标取得实质性进展。\n这里杠杆游戏要多一句嘴，什么算充分就业和物价稳定目标？\n比如美国4月、5月新增非农就业人口分别为27.8万和55.9万，均低于预期。与黑天鹅前水平相比，5月就业人数依然减少了约760万。\n\n图表来源|东北证券（特此感谢）\n美联储预计2021年失业率将降至4.5%（与3月的预测持平），2022年和2023年失业率将分别降至3.8%和3.5%——到此，回到非常低的水平，大概算是合格；\n同时鲍威尔认为通货膨胀可能在未来几个月继续居高不下，然后才会有所缓和——物价指标应该算达标。\n所以，我的结论就是，美国人在乎的是经济，简单说就是就业指标。\n3、美国货币政策正常化可能加快，值得重视，但股市应该暂时无忧。\n从上文美联储委员对加息的态度人数变化看，杠杆游戏基本可以认为，加息节奏较此前大大加快。\n虽然目前还没有加息的信号，但提前到来是可能的。同时，鲍威尔已经准备讨论缩减购债，鹰派显露无疑，那么美元短期内有支撑，人民币汇率震荡为主。\n但因为中美流动性总体宽松。如我们的M2，5月末227.54万亿元，同比增长8.3%，增速比上月末高0.2个百分点。\n同时无论中美央行，与市场的沟通都较为充分、透明，谁都不会货币政策突然转向。\n所以股市总体不会恐慌，趋势性下跌不会出现。\n4、内需还是有点弱，外需支撑生产高景气，房地产和投资这个时候不能太凉。\n6月16日是很有意思的一天，美国通报他们的议息会议部分声明，我们发布了多项经济指标。\n我们可以看，工业生产其实略走弱，外需仍是重要支撑。\n首创证券统计发现，比如5月规上工业增加值两年平均增速为6.6%，较前值略降0.2个百分点。\n\n图表来源|首创证券（特此感谢）\n出口交货值复合增速有较大回落，与5月出口大幅回落相呼应，但如果没有出口的高增长，工业数据会下滑更多。\n总体来说，外需见顶回落，生产和出口下一步略有影响是一定的。\n而固投方面，同比增长15.4%。但房屋新开工面积连续两个月负增长，竣工面积本月大幅提速，同比转正为5.0%，短期内房地产投资仍有支撑，长期存在一定的压力。\n同时债务管理的加强，固定投资的回落大概率。\n\n5月社零销售增长12.4%，小幅低于市场预期的12.8%，前值为17.7%。\n总的来说，杠杆游戏认为，内需马马虎虎，出口见顶，那么，房地产打压归打压，不能搞得太难看。\n5、三季度美国是否有流动性拐点，值得注意。\n无论全球房价，还是大宗商品，以及美国股市，资产价格大涨本质这一轮都是流动性主导的。\n现在问题来了，三季度美国流动性是否有拐点？上文杠杆游戏写了，美联储有缩量的信号，超额准备金利率略有提高。\n\n图表来源|浙商证券（特此感谢）\n3季度杠杆游戏认为，第一幅度小，第二是个试探，同时我国央行上一轮的出牌已经证明，“以我为主”——只要美国不加息，资金回美追求高收益的世界趋势，应该不会到来。\n单这个角度说，2021年，我国股市不至于看空；楼市，只是对投机表现出异常严厉的态度，如上所述，经济的稳定还需要它。\n需要注意的是，3季度，比如7、8月，美联储始正式讨论削减QE，2021年底或2022年初开始削减QE，这些基本已在市场预期内。\n尽管如此，这对任何国家的货币政策，起码都是掣肘。\n6、结论：2021年股市基本不会受美国影响，楼市以我为主。前者杠杆游戏的意思是，不要担心流动性。\n后者我的意思是，楼市打击投机，将贯穿2021年始终。但地方对楼市的操盘能力，也是越来越纯熟，保障一定的价格和销量，从来都有自己办法。\n何况，水又没减少。","news_type":1,"symbols_score_info":{"513500":0.9,"QID":0.9,".IXIC":0.9,"QQQ":0.9,"ESmain":0.9,"MNQmain":0.9,".DJI":0.9,"PSQ":0.9,"UDOW":0.9,"SDOW":0.9,"OEX":0.9,"DOG":0.9,"IVV":0.9,"SPY":0.9,"SDS":0.9,"DJX":0.9,"QLD":0.9,"TQQQ":0.9,"NQmain":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189286384,"gmtCreate":1623276267648,"gmtModify":1704199724162,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"Like and comment! 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Thanks ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/189286384","repostId":"1166874467","repostType":4,"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196551719,"gmtCreate":1621080186031,"gmtModify":1704352748565,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196551719","repostId":"1164480285","repostType":4,"repost":{"id":"1164480285","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":1621039073,"share":"https://ttm.financial/m/news/1164480285?lang=en_US&edition=fundamental","pubTime":"2021-05-15 08:37","market":"us","language":"zh","title":"Last Night This Morning: Tech Leads U.S. Stocks Rally for Two Days, Tesla Drops 12% This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1164480285","media":"老虎资讯综合","summary":"摘要：美债收益率大跌提升投资者风险偏好，纳指大涨逾2％，中概股集体反弹；美国输油管道重开，美油、布油双双大涨逾2％；14个月牛市后，贝佐斯等亿万富豪纷纷减持股票 ，大佬Q1持仓 ：桥水建仓特斯拉抛黄金","content":"<p><b>Abstract:</b></p><p><ul><li>The sharp drop in U.S. bond yields improved investors' risk appetite, the Nasdaq rose by more than 2%, and Chinese stocks collectively rebounded;</li><li>The US oil pipeline reopened, and both US oil and Brent oil rose by more than 2%;</li><li>After 14 months of bull market, billionaires such as Bezos have reduced their holdings,</li><li>Big Boss Q1 Position: Bridgewater Jiancang<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Toss Gold, Soros Opens Position<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Clearance Palantir.</li></ul><b>Overseas markets</b></p><p><b>1. The drop in U.S. bond yield helped U.S. stocks record a second consecutive rise! The Nasdaq rose more than 2%, and China concept stocks rebounded collectively</b></p><p>The three major U.S. stock indexes opened higher and closed higher across the board on Friday. As retail sales in the United States did not grow in April and were worse than expected, the yield of U.S. bonds plummeted, which enhanced investors' risk appetite. As of the close, the Dow rose 360.68 points to 34,382.13 points, or 1.06%; The Nasdaq rose 304.99 points to 13,429.98 points, or 2.32%; The S&P 500 rose 61.35 points, or 1.49%, to 4,173.85.</p><p>Chinese stocks as a whole have rebounded strongly. As of Friday's close,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>up 1.66%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR rose 3.64%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>up 3.85%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>up 1.67%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>up 3.77%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>up 10.72%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Up 9.08%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose 7.05%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>up 6.50%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>up 11.25%,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>up 2.47%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 2.69%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>up 5.38%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 5.99%,<a href=\"https://laohu8.com/S/DAO\">Youdao</a>up 8.64%.</p><p><b>2. The governor of the Bank of England said inflation would not last European stocks closed up across the board on Friday</b></p><p>Investor concerns over inflation slowed as the pullback in commodity prices slowed, European shares continued their sharp rally on Friday (May 14) after stocks suffered a sell-off at the start of trading this week.</p><p><b>3. The U.S. oil pipeline reopened, and both U.S. oil and Brent oil rose by more than 2%! Both moved higher for the third straight week this week</b></p><p>Crude oil futures prices closed higher on Friday and were similarly higher this week as a key U.S. fuel delivery pipeline reopened after it was forced to shut down over the weekend due to a ransomware attack.</p><p><b>4. The strength of the US dollar pushed the gold price to close 0.8% higher, recording the second consecutive increase! New closing high in more than 3 months</b></p><p>Gold futures for June delivery on the New York Mercantile Exchange rose by $14.10, or 0.8%, to close at $1,838.10 per ounce, setting the highest closing price since February 10th, after the contract also closed up nearly 0.1% in trading on Thursday. In the overall trading this week, the price of gold futures rose by about 0.4% cumulatively according to the main contract.</p><p><b>5. Dogecoin soared by more than 40%! Musk Speaks Out Again: Will Work With Dogecoin Developers</b></p><p>Dogecoin price surged on Friday after a social media post from Tesla (NASDAQ:TSLA) CEO Elon Musk, a backer of the cryptocurrency, and the cryptocurrency exchange Coinbase said it would offer Dogecoin trading.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2135988454\" target=\"_blank\"><b>Big Boss Q1 Investment: Bridgewater Jiancang Tesla, Soros Jiancang Vipshop</b></a></p><p>Bridgewater, the world's largest hedge fund, increased its holdings in consumer and bank stocks in the first quarter of this year, dumped gold ETFs and technology stocks, but opened positions<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 Soros's family office also sold off some technology stocks, among which big data star Palantir cleared its positions directly, but at the same time increased its holdings of many Chinese stocks, including newcomers and long stocks<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>。</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2135600444\" target=\"_blank\"><b>Bridgewater Fund's Q1 Position: Adding Positions to Buy Back Tesla, China Concept Stocks Are Reduced</b></a></p><p>According to the statistics of Whalewisdom, a 13F data platform, in Bridgewater's Q1 positions, a total of 204 targets were increased, 123 targets were reduced, 127 targets were newly added, and 197 targets were cleared. From the overall operation point of view, Bridgewater's main addition direction in the first quarter was consumer stocks. For<a href=\"https://laohu8.com/S/SPY\">S&P 500ETF</a>Gold ETF and other fund instruments have been greatly reduced.</p><p><b>International macro</b></p><p><b>1. Federal Reserve Mester: Policy is in good condition Now is not the time to make adjustments</b></p><p>Loretta Mester, president of the Federal Reserve Bank of Cleveland, said the Fed's policy is in good shape right now. She also downplayed the signals from the economic data, saying that the data will perform erratically as the economy restarts.</p><p><b>2. Americans are reluctant to spend money? Retail sales did not grow in April and were worse than expected</b></p><p>Data released by the U.S. Department of Commerce on Friday showed that overall retail sales were roughly flat in April from the previous month, and were upwardly revised to increase by 10.7% in March. According to a Bloomberg survey, the median economist forecast is 1% growth in April.</p><p><b>3. Is the Federal Reserve ready to surrender? Big Short Schiff: U.S. inflation will \"explode\" and the dollar is losing purchasing power</b></p><p>In the view of Peter Schiff, a famous investor and financial commentator, the US Federal Reserve will not fight inflation. This was because even if they tried to fight, they were destined to fail. Therefore, they wouldn't even try. For that reason, I've been telling everyone that there will be no war on inflation. The Fed is ready to capitulate by now. Inflation will undoubtedly win big. In fact, the inflation problem in the future will be much more dire than the market expects. If the weakness in gold prices is really due to higher-than-expected inflation, then investors should seize the opportunity to buy now.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2135600094\" target=\"_blank\"><b>Drop the bag for safety! Billionaires like Bezos have trimmed their holdings after 14 months of bull market</b></a></p><p>The world's richest shareholders have sold their holdings to settle for good. Includes<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>of Jeff Bezos and<a href=\"https://laohu8.com/S/GOOG\">Google</a>Including co-founder Sergey Brin, corporate insiders have recently accelerated the pace of reducing their holdings and seized the opportunity of the 14-month bull market to realize.</p><p><b>5. Can't tell whether inflation is good news or bad news American investors have reason to be frightened</b></p><p>Inflation is widely believed to be a positive factor for the stock market. But over the past week, inflation has climbed far beyond economists' expectations, startling investors in the US stock market. A closer look at the historical record may show why investors are doing this, according to a Wall Street analyst.</p><p><b>6. Gundlach, the new debt king: There are reasons to worry about inflation, which may force the Federal Reserve to rate hike</b></p><p>\"It seems to me that the market is starting to worry a little bit about [inflation] this week,\" Gundlach said, before adding: \"This is the biggest difference between the CPI and economists' expectations in years, and maybe even the biggest in my entire career.\"</p><p><b>Company News</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2135860760\" target=\"_blank\"><b>Disney, Airbnb, and DoorDash earnings reveal a new post-pandemic economic normal</b></a><b></b></p><p>Airbnb says interest in travel has soared again as vaccines become more accessible. The company noted that travel bookings in the UK increased significantly immediately after Prime Minister Boris Johnson announced a gradual exit from lockdown in February. For U.S. customers aged 60 and older, searches for summer travel on Airbnb grew by more than 60% between February and March of this year.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2135860665\" target=\"_blank\"><b>Amazon recruits 10,000 permanent employees in the UK again</b></a></p><p>A large number of businesses have cut jobs during Covid, but Amazon, the world's largest online retailer, has become the company that swam against the trend. Amazon today announced that it will hire 10,000 more people in the UK, bringing the company's total number of employees in the UK to 55,000 by the end of 2021.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2135607690\" target=\"_blank\"><b>Following Musk's bandwagon, media says Square has no intention of buying more Bitcoin</b></a></p><p>Among the companies that had previously bought Bitcoin as a reserve, some chose to stop. According to reports, after losing $20 million in related investments, payment financial technology company Square said it had no intention of buying more Bitcoin as a reserve.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night This Morning: Tech Leads U.S. Stocks Rally for Two Days, Tesla Drops 12% This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night This Morning: Tech Leads U.S. Stocks Rally for Two Days, Tesla Drops 12% This Week\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-05-15 08:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Abstract:</b></p><p><ul><li>The sharp drop in U.S. bond yields improved investors' risk appetite, the Nasdaq rose by more than 2%, and Chinese stocks collectively rebounded;</li><li>The US oil pipeline reopened, and both US oil and Brent oil rose by more than 2%;</li><li>After 14 months of bull market, billionaires such as Bezos have reduced their holdings,</li><li>Big Boss Q1 Position: Bridgewater Jiancang<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Toss Gold, Soros Opens Position<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Clearance Palantir.</li></ul><b>Overseas markets</b></p><p><b>1. The drop in U.S. bond yield helped U.S. stocks record a second consecutive rise! The Nasdaq rose more than 2%, and China concept stocks rebounded collectively</b></p><p>The three major U.S. stock indexes opened higher and closed higher across the board on Friday. As retail sales in the United States did not grow in April and were worse than expected, the yield of U.S. bonds plummeted, which enhanced investors' risk appetite. As of the close, the Dow rose 360.68 points to 34,382.13 points, or 1.06%; The Nasdaq rose 304.99 points to 13,429.98 points, or 2.32%; The S&P 500 rose 61.35 points, or 1.49%, to 4,173.85.</p><p>Chinese stocks as a whole have rebounded strongly. As of Friday's close,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>up 1.66%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR rose 3.64%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>up 3.85%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>up 1.67%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>up 3.77%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>up 10.72%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Up 9.08%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose 7.05%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>up 6.50%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>up 11.25%,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>up 2.47%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 2.69%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>up 5.38%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 5.99%,<a href=\"https://laohu8.com/S/DAO\">Youdao</a>up 8.64%.</p><p><b>2. The governor of the Bank of England said inflation would not last European stocks closed up across the board on Friday</b></p><p>Investor concerns over inflation slowed as the pullback in commodity prices slowed, European shares continued their sharp rally on Friday (May 14) after stocks suffered a sell-off at the start of trading this week.</p><p><b>3. The U.S. oil pipeline reopened, and both U.S. oil and Brent oil rose by more than 2%! Both moved higher for the third straight week this week</b></p><p>Crude oil futures prices closed higher on Friday and were similarly higher this week as a key U.S. fuel delivery pipeline reopened after it was forced to shut down over the weekend due to a ransomware attack.</p><p><b>4. The strength of the US dollar pushed the gold price to close 0.8% higher, recording the second consecutive increase! New closing high in more than 3 months</b></p><p>Gold futures for June delivery on the New York Mercantile Exchange rose by $14.10, or 0.8%, to close at $1,838.10 per ounce, setting the highest closing price since February 10th, after the contract also closed up nearly 0.1% in trading on Thursday. In the overall trading this week, the price of gold futures rose by about 0.4% cumulatively according to the main contract.</p><p><b>5. Dogecoin soared by more than 40%! Musk Speaks Out Again: Will Work With Dogecoin Developers</b></p><p>Dogecoin price surged on Friday after a social media post from Tesla (NASDAQ:TSLA) CEO Elon Musk, a backer of the cryptocurrency, and the cryptocurrency exchange Coinbase said it would offer Dogecoin trading.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2135988454\" target=\"_blank\"><b>Big Boss Q1 Investment: Bridgewater Jiancang Tesla, Soros Jiancang Vipshop</b></a></p><p>Bridgewater, the world's largest hedge fund, increased its holdings in consumer and bank stocks in the first quarter of this year, dumped gold ETFs and technology stocks, but opened positions<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 Soros's family office also sold off some technology stocks, among which big data star Palantir cleared its positions directly, but at the same time increased its holdings of many Chinese stocks, including newcomers and long stocks<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>。</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2135600444\" target=\"_blank\"><b>Bridgewater Fund's Q1 Position: Adding Positions to Buy Back Tesla, China Concept Stocks Are Reduced</b></a></p><p>According to the statistics of Whalewisdom, a 13F data platform, in Bridgewater's Q1 positions, a total of 204 targets were increased, 123 targets were reduced, 127 targets were newly added, and 197 targets were cleared. From the overall operation point of view, Bridgewater's main addition direction in the first quarter was consumer stocks. For<a href=\"https://laohu8.com/S/SPY\">S&P 500ETF</a>Gold ETF and other fund instruments have been greatly reduced.</p><p><b>International macro</b></p><p><b>1. Federal Reserve Mester: Policy is in good condition Now is not the time to make adjustments</b></p><p>Loretta Mester, president of the Federal Reserve Bank of Cleveland, said the Fed's policy is in good shape right now. She also downplayed the signals from the economic data, saying that the data will perform erratically as the economy restarts.</p><p><b>2. Americans are reluctant to spend money? Retail sales did not grow in April and were worse than expected</b></p><p>Data released by the U.S. Department of Commerce on Friday showed that overall retail sales were roughly flat in April from the previous month, and were upwardly revised to increase by 10.7% in March. According to a Bloomberg survey, the median economist forecast is 1% growth in April.</p><p><b>3. Is the Federal Reserve ready to surrender? Big Short Schiff: U.S. inflation will \"explode\" and the dollar is losing purchasing power</b></p><p>In the view of Peter Schiff, a famous investor and financial commentator, the US Federal Reserve will not fight inflation. This was because even if they tried to fight, they were destined to fail. Therefore, they wouldn't even try. For that reason, I've been telling everyone that there will be no war on inflation. The Fed is ready to capitulate by now. Inflation will undoubtedly win big. In fact, the inflation problem in the future will be much more dire than the market expects. If the weakness in gold prices is really due to higher-than-expected inflation, then investors should seize the opportunity to buy now.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2135600094\" target=\"_blank\"><b>Drop the bag for safety! Billionaires like Bezos have trimmed their holdings after 14 months of bull market</b></a></p><p>The world's richest shareholders have sold their holdings to settle for good. Includes<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>of Jeff Bezos and<a href=\"https://laohu8.com/S/GOOG\">Google</a>Including co-founder Sergey Brin, corporate insiders have recently accelerated the pace of reducing their holdings and seized the opportunity of the 14-month bull market to realize.</p><p><b>5. Can't tell whether inflation is good news or bad news American investors have reason to be frightened</b></p><p>Inflation is widely believed to be a positive factor for the stock market. But over the past week, inflation has climbed far beyond economists' expectations, startling investors in the US stock market. A closer look at the historical record may show why investors are doing this, according to a Wall Street analyst.</p><p><b>6. Gundlach, the new debt king: There are reasons to worry about inflation, which may force the Federal Reserve to rate hike</b></p><p>\"It seems to me that the market is starting to worry a little bit about [inflation] this week,\" Gundlach said, before adding: \"This is the biggest difference between the CPI and economists' expectations in years, and maybe even the biggest in my entire career.\"</p><p><b>Company News</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2135860760\" target=\"_blank\"><b>Disney, Airbnb, and DoorDash earnings reveal a new post-pandemic economic normal</b></a><b></b></p><p>Airbnb says interest in travel has soared again as vaccines become more accessible. The company noted that travel bookings in the UK increased significantly immediately after Prime Minister Boris Johnson announced a gradual exit from lockdown in February. For U.S. customers aged 60 and older, searches for summer travel on Airbnb grew by more than 60% between February and March of this year.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2135860665\" target=\"_blank\"><b>Amazon recruits 10,000 permanent employees in the UK again</b></a></p><p>A large number of businesses have cut jobs during Covid, but Amazon, the world's largest online retailer, has become the company that swam against the trend. Amazon today announced that it will hire 10,000 more people in the UK, bringing the company's total number of employees in the UK to 55,000 by the end of 2021.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2135607690\" target=\"_blank\"><b>Following Musk's bandwagon, media says Square has no intention of buying more Bitcoin</b></a></p><p>Among the companies that had previously bought Bitcoin as a reserve, some chose to stop. According to reports, after losing $20 million in related investments, payment financial technology company Square said it had no intention of buying more Bitcoin as a reserve.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"03086":"华夏纳指",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数","QQQ":"纳指100ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","JD":"京东","PDD":"拼多多","SQQQ":"纳指三倍做空ETF","NTES":"网易","TTTN":"老虎中美互联网巨头ETF","QID":"两倍做空纳斯达克指数ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164480285","content_text":"摘要：美债收益率大跌提升投资者风险偏好，纳指大涨逾2％，中概股集体反弹；美国输油管道重开，美油、布油双双大涨逾2％；14个月牛市后，贝佐斯等亿万富豪纷纷减持股票 ，大佬Q1持仓 ：桥水建仓特斯拉抛黄金，索罗斯建仓唯品会清仓Palantir。海外市场1、美债收益率下跌助美股录得二连涨！纳指大涨逾2％，中概股集体反弹美股三大指数周五高开高走全线收涨，因美国4月零售销售未见增长并逊于预期，美债收益率大跌，提升了投资者的风险偏好情绪。截至收盘，道指涨360.68点，报34382.13点，涨幅为1.06%；纳指涨304.99点，报13429.98点，涨幅为2.32%；标普500指数涨61.35点，报4173.85点，涨幅为1.49%。中概股整体出现了较为强劲的反弹。截至周五收盘，阿里巴巴涨1.66%、腾讯ADR涨3.64%、百度涨3.85%、京东涨1.67%、网易涨3.77%、哔哩哔哩涨10.72%、小鹏汽车涨9.08%、蔚来汽车涨7.05%、理想汽车涨6.50%、嘉楠科技涨11.25%、晶科能源涨2.47%、拼多多涨2.69%、好未来涨5.38%、新东方涨5.99%、有道涨8.64%。2、英国央行行长称通胀不会持续 欧股周五全线收涨投资者对通胀的担忧随着大宗商品价格的回落放缓，欧洲股市周五（5月14日）继续大幅反弹，此前股市在本周交易开始时遭遇抛售。3、美国输油管道重开，美油、布油双双大涨逾2％！本周均连续第三周走高原油期货价格周五收盘上涨，本周也同样走高，原因是美国一条关键的燃油输送管道在上周末因受到勒索软件攻击而被迫关闭后重新开放。4、美元走强推动金价收高0.8％，录得二连涨！创3个多月收盘新高纽约商品交易所6月份交割的黄金期货价格上涨14.10美元，报收于每盎司1838.10美元，涨幅为0.8%，创下了自2月10日以来的最高收盘价，此前该合约在周四的交易中也收盘上涨近0.1%在本周的整体交易中，按主力合约计算，黄金期货价格累计上涨了0.4%左右。5、狗狗币飙涨逾40％！马斯克再发声：将与狗狗币开发商合作狗狗币价格周五飙升，原因是这种加密货币的支持者、特斯拉（NASDAQ:TSLA）首席执行官埃隆·马斯克（Elon Musk）在社交媒体上发布了一条消息，且加密货币交易所Coinbase称其将提供狗狗币交易。6、大佬Q1投资：桥水建仓特斯拉，索罗斯建仓唯品会全球最大对冲基金桥水今年一季度增持消费类股和银行股，抛售黄金ETF和科技股，但建仓了特斯拉。索罗斯的家族办公室也抛售了一些科技股，其中大数据明星Palantir直接清仓，但同时增持了不少中概股，包括新进做多唯品会。7、桥水基金Q1持仓：加仓消费买回特斯拉，中概股遭减持根据13F数据平台Whalewisdom统计，在桥水Q1持仓中，总共增持204个标的、减持123个标的、新进127个标的、清仓197个标的。从整体操作来看，桥水一季度主要加仓方向为消费股，对于标普500ETF、黄金ETF等基金工具做出了较大减持。国际宏观1、美联储梅斯特：政策处于良好状态 现在不是进行调整的时候克里夫兰联邦储备银行行长洛蕾塔·梅斯特（Loretta Mester）表示，美联储的政策目前处于良好状态。她还淡化了经济数据发出的信号，称随着经济重启，数据将会表现不稳定。2、美国人不愿意花钱了？4月零售销售未见增长，并逊于预期美国商务部周五公布的数据显示，4月整体零售额环比基本持平，3月上修为增长10.7%。彭博调查显示，经济学家预估中值为4月增长1%。3、美联储已准备投降？大空头席夫：美国通胀将“爆炸”，美元正丧失购买力在著名投资人、财经评论家席夫（Peter Schiff）看来美，联储不会和通货膨胀作战的。这么说是因为，哪怕他们尝试去作战，也注定将会失败，所以，他们根本就连尝试都不会去尝试。出于这个原因，我一直在告诉大家，不会有针对通货膨胀的战争。联储现在就已经准备好投降了。通货膨胀毫无疑问将大获全胜。事实上，未来的通胀问题将比市场所预计的可怕得多。如果金价的疲软真的是因为通货膨胀高过预期的缘故，那么投资者现在就应该抓住机会买进。4、落袋为安！14个月牛市后，贝佐斯等亿万富豪纷纷减持股票全世界最富有的股东们纷纷出售持股、落袋为安。包括亚马逊的杰夫·贝佐斯和谷歌联合创始人Sergey Brin在内，企业内部人士最近加快减持步伐，抓住14个月大牛市的机会变现。5、分不清通胀到底是喜讯还是噩耗 美国投资者有理由心惊肉跳人们普遍认为，对于股市来说，通货膨胀是个利好因素。但是，在过去的一周内，远超经济学家预期的通胀攀升，让美国股市的投资者们惊慌失措。一位华尔街分析师表示，仔细翻看历史记录，或许就能知道投资者们为何会有如此表现了。6、新债王冈拉克：有理由担心通胀，可能迫使美联储加息冈拉克表示：“在我看来，本周市场开始有点担心（通胀）了。”他随后补充说：“这是多年来消费者物价指数与经济学家预期相差最大的一次，甚至可能是我整个职业生涯中最大的一次。”公司新闻1、迪士尼、爱彼迎和DoorDash的财报揭示了疫情后的经济新常态爱彼迎表示，随着疫苗变得更加普及，人们对旅游的兴趣再次飙升。该公司指出，在英国首相鲍里斯-约翰逊2月份宣布逐步退出封锁后，英国的旅游预订量立即大幅增加。对于60岁及以上的美国客户来说，今年2月至3月，Airbnb上夏季旅游的搜索量增长了60%以上。2、亚马逊再次大规模招聘 计划在英吸纳10000名永久雇员新冠期间大量企业纷纷裁员，但全球最大在线零售商亚马逊却成为逆流而上的公司。亚马逊今日宣布将在英国增加招聘1万人，到2021年底，公司在英国的总雇员人数将达到5.5万人。3、跟风马斯克收手，媒体称Square无意购买更多比特币此前曾经购买比特币作为储备的企业当中，有人选择了停手。根据报道，在相关投资上损失了2000万美元之后，支付金融技术公司Square表示无意购买更多的比特币作储备。","news_type":1,"symbols_score_info":{"QID":0.9,"QLD":0.9,"03086":0.9,"PSQ":0.9,".IXIC":0.9,"NQmain":0.9,"JD":0.9,"TTTN":0.9,"NTES":0.9,"PDD":0.9,"SQQQ":0.9,"TQQQ":0.9,"MNQmain":0.9,"BABA":0.9,"QQQ":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346370895,"gmtCreate":1618008997217,"gmtModify":1704705832486,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346370895","repostId":"2126702543","repostType":4,"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}