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颜伟山
2023-01-16
Good morning
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2023-01-15
Hello
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2023-01-14
Hello
颜伟山
2023-01-14
Good morning
颜伟山
2023-01-13
Good morning
颜伟山
2023-01-12
Hello
颜伟山
2023-01-10
Morning
颜伟山
2023-01-09
Good morning
颜伟山
2023-01-09
Good morning
颜伟山
2023-01-07
Hello
颜伟山
2023-01-06
Good morning
颜伟山
2023-01-05
Morning
颜伟山
2023-01-04
Good morning
颜伟山
2023-01-03
Morning
颜伟山
2023-01-01
Happy new years
颜伟山
2022-12-31
Good👍
颜伟山
2022-12-30
Good👍
颜伟山
2022-12-29
Good👍
颜伟山
2022-12-28
Good👍👍👍
颜伟山
2022-12-27
Thanks
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Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658624261,"share":"https://ttm.financial/m/news/2253015276?lang=&edition=fundamental","pubTime":"2022-07-24 08:57","market":"us","language":"en","title":"Here Are 5 Things We've Learned so Far From Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2253015276","media":"Dow Jones","summary":"There are signs that supply chain woes are easing, while price increases to fight inflation are boos","content":"<html><head></head><body><p>There are signs that supply chain woes are easing, while price increases to fight inflation are boosting revenue.</p><p>Only about one-fifth of the S&P 500 have so far reported second-quarter results, but at least five major talking points have emerged -- some quite surprising -- since earnings season started more than a week ago.</p><p>A key concern heading into earnings season wasn't what happened during the previous three-month period, but how much companies would lower forward guidance, given growing fears the Federal Reserve's aggressive interest rate increases to fight historically high inflation would tip the U.S. economy into a recession.</p><p>But with 106 of the 503 S&P 500 companies having reported results through Friday morning, according to FactSet, that expected negative has so far been a positive.</p><p>For the second quarter, while more companies than usual are beating profit and revenue expectations, they're beating them by narrower-than-usual margins.</p><p>So far, so good</p><p>Through Friday morning, 75.5% of the companies reporting have been beating consensus analyst projections for earnings per share, by an average of about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.</p><p>And for revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.</p><p>More beats by less than the usual amount has led to year-over-year growth in the blended EPS estimate, which includes results from companies that have already reported results and estimates of companies yet to report, to slip to 5.0% from an estimate of 5.7% growth as of March 31, according to FactSet data.</p><p>The blended estimate for revenue growth has increased to 10.7% from 9.7% at the end of March, FactSet said. That's because companies are not selling more but are selling at higher prices.</p><p>Meanwhile, despite worries that recession fears would lead to a raft of full-year guidance cuts, that just hasn't been the case. In fact the ratio of negative EPS preannouncements to positive preannouncements has so far been 1.7, according to I/B/E/S data, well below the long-term average of 2.6, and only slightly above the average over the prior four quarters of 1.5.</p><p>As a result, the FactSet consensus growth estimate for EPS has increased to 9.7% from 9.3% as of March 31, while the growth estimate for revenue has jumped to 10.4% from 8.9%.</p><p>Jeff Buchbinder, equity strategist for LPL Financial, said earnings are "well on track" to grow by more than 5% from last year, given "solid" beat rates and "healthy" revenue growth, bolstered by higher pricing.</p><p>"We believe the revenue environment and corporate productivity are in too good of shape for earnings to contract anytime soon," Buchbinder said. "Bottom line, the pessimism may be overdone."</p><p>Yes, dollar strength is a headwind</p><p>That said, there was a worry heading into earnings season that is being fulfilled: The sharp rise in the U.S. dollar will reduce the value of profits and revenue generated from overseas operations.</p><p>Also read: A strong dollar is stirring trouble for markets: What investors need to know.</p><p>Here's why a rising dollar can hurt results of multinational companies: The U.S. dollar-Japanese yen exchange rate increased to 135.75 on June 30 from 122.50 on April 1, meaning 10,000 yen in earnings was worth just $73.66 on June 30, down from $81.63 on April 1.</p><p>So with the U.S. dollar index , which tracks the dollar against a basket of currencies of major trading partners, surging 6.5% during the second-quarter, the biggest quarterly gain since the fourth quarter of 2016, currency translation had a large negative effect on earnings.</p><p>For example, International Business Machines Corp. <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a> said earlier this week that second-quarter revenue growth was 9%, but would have been 16% if not for the negative effects of dollar strength. And Dow Inc. <a href=\"https://laohu8.com/S/DOW.NZ\">$(DOW.NZ)$</a> said on Thursday that currency decreased sales by 3%, while Johnson & Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> said unfavorable currency translation reduced its sales growth by 5%.</p><p>"This will be a consistent theme that receives significant attention throughout the earnings season," said Lindsey Bell, chief markets and money strategist for Ally, especially for the technology sector, in which nearly 60% of the sectors revenue is generated overseas.</p><p>Snap confirms a grim outlook for big internet companies</p><p>Fears that ad-supported internet stocks were facing a perfect storm of issues that would show up in second-quarter earnings were realized this week, when Snapchat parent <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) posted what one analyst called "terrible" numbers, as others rushed to downgrade the stock.</p><p>Snap missed revenue consensus estimates and executives declined to provide a financial forecast while speaking of a second quarter that was "more challenging than we expected." Snap had already warned weeks back that it was bracing for disappointing performance.</p><p>The company is dealing with issues unique to the evolving social-media landscape as well as a broader macroeconomic storm. Not only does it have to deal with TikTok's rise and lingering privacy-related impacts from Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, it's also facing an ad-market slowdown that spooked analysts.</p><p>Read now:As Snap melts down, its founders make sure to protect the people who matter: themselves</p><p>"Results suggest a significant deterioration in advertiser demand, which will likely weigh on the sector," Piper Sandler analyst Thomas Champion wrote in a note to clients late Thursday.</p><p>"When fundamentals change this dramatically, it's hard for us not to change our investment opinion, however belated the call," said Evercore's Mark Mahaney, who cut his rating on Snap's stock to in line from outperform.</p><p>"We will await a stabilization in revenue growth before considering getting more constructive," he added.</p><p>MoffettNathanson downgraded the stock to market perform. Among other gripes, the analysts there said that "after spending many years denying that competition from TikTok is an issue, it may turn out that Snap's usage and advertising growth is actually far more challenged than they knew."</p><p>For more, see:Snap's dire ad warnings prompt string of downgrades: 'This stock faces a grim outlook'</p><p>The report bodes ill for other internet giants that rely on digital ads, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Apple, all of which report next week</p><p>Don't miss:It's the end of 'fantasyland' for Big Tech and its workers</p><p>Supply chain and labor shortages are still key themes</p><p>The supply chain and labor shortages have featured prominently in earnings for the past several quarters and this one is no different so far.</p><p>But there are finally some signs of improvement in supply chains, as measured by certain indexes.</p><p>The NY Fed's supply chain index is currently at its best level since March of 2021 -- it hit its worst level in December of 2021, as Tom Lee, head of research at Fundstrat Global Advisors, noted in commentary.</p><p>Lee cited upbeat comments from Volvo AB , which said semi chip access was improving and production at best levels all year, and railroad operator CSX <a href=\"https://laohu8.com/S/CSX\">$(CSX)$</a> which said there are "clear signs" from car makers that chip challenges are easing.</p><p>And on Thursday, chemicals giant Dow Inc. said it had "higher supply availability" for its industrial solutions and for its coatings & performance monomers business.</p><p>The news on the labor market is less cheery, however. The challenge of finding train conductor trainees, for example, led <a href=\"https://laohu8.com/S/NSCO.WS\">Norfolk Southern Corp</a>. <a href=\"https://laohu8.com/S/NSC\">$(NSC)$</a> to put out an unusual release, highlighting an increase in hourly pay to a minimum of $25 and biweekly on-the-job training incentive of $300.</p><p>Atlanta, Ga.-based Norfolk said conductor trainees in priority locations can earn up to $5,000 in starting bonuses and expect first-year pay of an average $67,000, along with benefits including a pension, a 401 (k) savings option and healthcare coverage</p><p>Those locations include some economically depressed ones: Bellevue, Ohio, Fort Wayne, Indiana, Binghamton, New York, Harrisburg, Pennsylvania, Cincinnati, Ohio, Louisville, Kentucky, Conway, Pennsylvania, Peru, Indiana, Decatur, Illinois, Princeton, Indiana, Elkhart, Indiana and Roanoke, Virginia.</p><p>The challenge of finding railroad workers showed up in CSX's earnings too. Chief Executive Jim Foote told analysts on the company's earnings call that it was having trouble hiring and retaining workers.</p><p>"We are not alone in facing this problem," said Foote, according to a FactSet transcript. "The labor market is tight. Prospective recruits have many job options."</p><p>Read now:'People will freak out': The cloud boom is coming back to Earth, and that could be scary for tech stocks</p><p>Twitter may be right. Elon is hurting its business</p><p>When Twitter Inc.'s lawyers asked a Delaware judge Tuesday for a speedy trial that would settle its merger spat with Elon Musk, they argued that the saga's overhang was causing constant harm to the company.</p><p>That topic came up again when Twitter (TWTR) reported downbeat financial results Friday, including a surprise dip in revenue and a sizable $270 million loss. Among factors the company blamed for its revenue miss was "uncertainty related to the pending acquisition" by Musk. The company also pointed to about $33 million in second-quarter costs related to the deal.</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>Here Are 5 Things We've Learned so Far From Earnings Season</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\">\nHere Are 5 Things We've Learned so Far From Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-24 08:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>There are signs that supply chain woes are easing, while price increases to fight inflation are boosting revenue.</p><p>Only about one-fifth of the S&P 500 have so far reported second-quarter results, but at least five major talking points have emerged -- some quite surprising -- since earnings season started more than a week ago.</p><p>A key concern heading into earnings season wasn't what happened during the previous three-month period, but how much companies would lower forward guidance, given growing fears the Federal Reserve's aggressive interest rate increases to fight historically high inflation would tip the U.S. economy into a recession.</p><p>But with 106 of the 503 S&P 500 companies having reported results through Friday morning, according to FactSet, that expected negative has so far been a positive.</p><p>For the second quarter, while more companies than usual are beating profit and revenue expectations, they're beating them by narrower-than-usual margins.</p><p>So far, so good</p><p>Through Friday morning, 75.5% of the companies reporting have been beating consensus analyst projections for earnings per share, by an average of about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.</p><p>And for revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.</p><p>More beats by less than the usual amount has led to year-over-year growth in the blended EPS estimate, which includes results from companies that have already reported results and estimates of companies yet to report, to slip to 5.0% from an estimate of 5.7% growth as of March 31, according to FactSet data.</p><p>The blended estimate for revenue growth has increased to 10.7% from 9.7% at the end of March, FactSet said. That's because companies are not selling more but are selling at higher prices.</p><p>Meanwhile, despite worries that recession fears would lead to a raft of full-year guidance cuts, that just hasn't been the case. In fact the ratio of negative EPS preannouncements to positive preannouncements has so far been 1.7, according to I/B/E/S data, well below the long-term average of 2.6, and only slightly above the average over the prior four quarters of 1.5.</p><p>As a result, the FactSet consensus growth estimate for EPS has increased to 9.7% from 9.3% as of March 31, while the growth estimate for revenue has jumped to 10.4% from 8.9%.</p><p>Jeff Buchbinder, equity strategist for LPL Financial, said earnings are "well on track" to grow by more than 5% from last year, given "solid" beat rates and "healthy" revenue growth, bolstered by higher pricing.</p><p>"We believe the revenue environment and corporate productivity are in too good of shape for earnings to contract anytime soon," Buchbinder said. "Bottom line, the pessimism may be overdone."</p><p>Yes, dollar strength is a headwind</p><p>That said, there was a worry heading into earnings season that is being fulfilled: The sharp rise in the U.S. dollar will reduce the value of profits and revenue generated from overseas operations.</p><p>Also read: A strong dollar is stirring trouble for markets: What investors need to know.</p><p>Here's why a rising dollar can hurt results of multinational companies: The U.S. dollar-Japanese yen exchange rate increased to 135.75 on June 30 from 122.50 on April 1, meaning 10,000 yen in earnings was worth just $73.66 on June 30, down from $81.63 on April 1.</p><p>So with the U.S. dollar index , which tracks the dollar against a basket of currencies of major trading partners, surging 6.5% during the second-quarter, the biggest quarterly gain since the fourth quarter of 2016, currency translation had a large negative effect on earnings.</p><p>For example, International Business Machines Corp. <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a> said earlier this week that second-quarter revenue growth was 9%, but would have been 16% if not for the negative effects of dollar strength. And Dow Inc. <a href=\"https://laohu8.com/S/DOW.NZ\">$(DOW.NZ)$</a> said on Thursday that currency decreased sales by 3%, while Johnson & Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> said unfavorable currency translation reduced its sales growth by 5%.</p><p>"This will be a consistent theme that receives significant attention throughout the earnings season," said Lindsey Bell, chief markets and money strategist for Ally, especially for the technology sector, in which nearly 60% of the sectors revenue is generated overseas.</p><p>Snap confirms a grim outlook for big internet companies</p><p>Fears that ad-supported internet stocks were facing a perfect storm of issues that would show up in second-quarter earnings were realized this week, when Snapchat parent <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) posted what one analyst called "terrible" numbers, as others rushed to downgrade the stock.</p><p>Snap missed revenue consensus estimates and executives declined to provide a financial forecast while speaking of a second quarter that was "more challenging than we expected." Snap had already warned weeks back that it was bracing for disappointing performance.</p><p>The company is dealing with issues unique to the evolving social-media landscape as well as a broader macroeconomic storm. Not only does it have to deal with TikTok's rise and lingering privacy-related impacts from Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, it's also facing an ad-market slowdown that spooked analysts.</p><p>Read now:As Snap melts down, its founders make sure to protect the people who matter: themselves</p><p>"Results suggest a significant deterioration in advertiser demand, which will likely weigh on the sector," Piper Sandler analyst Thomas Champion wrote in a note to clients late Thursday.</p><p>"When fundamentals change this dramatically, it's hard for us not to change our investment opinion, however belated the call," said Evercore's Mark Mahaney, who cut his rating on Snap's stock to in line from outperform.</p><p>"We will await a stabilization in revenue growth before considering getting more constructive," he added.</p><p>MoffettNathanson downgraded the stock to market perform. Among other gripes, the analysts there said that "after spending many years denying that competition from TikTok is an issue, it may turn out that Snap's usage and advertising growth is actually far more challenged than they knew."</p><p>For more, see:Snap's dire ad warnings prompt string of downgrades: 'This stock faces a grim outlook'</p><p>The report bodes ill for other internet giants that rely on digital ads, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Apple, all of which report next week</p><p>Don't miss:It's the end of 'fantasyland' for Big Tech and its workers</p><p>Supply chain and labor shortages are still key themes</p><p>The supply chain and labor shortages have featured prominently in earnings for the past several quarters and this one is no different so far.</p><p>But there are finally some signs of improvement in supply chains, as measured by certain indexes.</p><p>The NY Fed's supply chain index is currently at its best level since March of 2021 -- it hit its worst level in December of 2021, as Tom Lee, head of research at Fundstrat Global Advisors, noted in commentary.</p><p>Lee cited upbeat comments from Volvo AB , which said semi chip access was improving and production at best levels all year, and railroad operator CSX <a href=\"https://laohu8.com/S/CSX\">$(CSX)$</a> which said there are "clear signs" from car makers that chip challenges are easing.</p><p>And on Thursday, chemicals giant Dow Inc. said it had "higher supply availability" for its industrial solutions and for its coatings & performance monomers business.</p><p>The news on the labor market is less cheery, however. The challenge of finding train conductor trainees, for example, led <a href=\"https://laohu8.com/S/NSCO.WS\">Norfolk Southern Corp</a>. <a href=\"https://laohu8.com/S/NSC\">$(NSC)$</a> to put out an unusual release, highlighting an increase in hourly pay to a minimum of $25 and biweekly on-the-job training incentive of $300.</p><p>Atlanta, Ga.-based Norfolk said conductor trainees in priority locations can earn up to $5,000 in starting bonuses and expect first-year pay of an average $67,000, along with benefits including a pension, a 401 (k) savings option and healthcare coverage</p><p>Those locations include some economically depressed ones: Bellevue, Ohio, Fort Wayne, Indiana, Binghamton, New York, Harrisburg, Pennsylvania, Cincinnati, Ohio, Louisville, Kentucky, Conway, Pennsylvania, Peru, Indiana, Decatur, Illinois, Princeton, Indiana, Elkhart, Indiana and Roanoke, Virginia.</p><p>The challenge of finding railroad workers showed up in CSX's earnings too. Chief Executive Jim Foote told analysts on the company's earnings call that it was having trouble hiring and retaining workers.</p><p>"We are not alone in facing this problem," said Foote, according to a FactSet transcript. "The labor market is tight. Prospective recruits have many job options."</p><p>Read now:'People will freak out': The cloud boom is coming back to Earth, and that could be scary for tech stocks</p><p>Twitter may be right. Elon is hurting its business</p><p>When Twitter Inc.'s lawyers asked a Delaware judge Tuesday for a speedy trial that would settle its merger spat with Elon Musk, they argued that the saga's overhang was causing constant harm to the company.</p><p>That topic came up again when Twitter (TWTR) reported downbeat financial results Friday, including a surprise dip in revenue and a sizable $270 million loss. Among factors the company blamed for its revenue miss was "uncertainty related to the pending acquisition" by Musk. The company also pointed to about $33 million in second-quarter costs related to the deal.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253015276","content_text":"There are signs that supply chain woes are easing, while price increases to fight inflation are boosting revenue.Only about one-fifth of the S&P 500 have so far reported second-quarter results, but at least five major talking points have emerged -- some quite surprising -- since earnings season started more than a week ago.A key concern heading into earnings season wasn't what happened during the previous three-month period, but how much companies would lower forward guidance, given growing fears the Federal Reserve's aggressive interest rate increases to fight historically high inflation would tip the U.S. economy into a recession.But with 106 of the 503 S&P 500 companies having reported results through Friday morning, according to FactSet, that expected negative has so far been a positive.For the second quarter, while more companies than usual are beating profit and revenue expectations, they're beating them by narrower-than-usual margins.So far, so goodThrough Friday morning, 75.5% of the companies reporting have been beating consensus analyst projections for earnings per share, by an average of about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.And for revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.More beats by less than the usual amount has led to year-over-year growth in the blended EPS estimate, which includes results from companies that have already reported results and estimates of companies yet to report, to slip to 5.0% from an estimate of 5.7% growth as of March 31, according to FactSet data.The blended estimate for revenue growth has increased to 10.7% from 9.7% at the end of March, FactSet said. That's because companies are not selling more but are selling at higher prices.Meanwhile, despite worries that recession fears would lead to a raft of full-year guidance cuts, that just hasn't been the case. In fact the ratio of negative EPS preannouncements to positive preannouncements has so far been 1.7, according to I/B/E/S data, well below the long-term average of 2.6, and only slightly above the average over the prior four quarters of 1.5.As a result, the FactSet consensus growth estimate for EPS has increased to 9.7% from 9.3% as of March 31, while the growth estimate for revenue has jumped to 10.4% from 8.9%.Jeff Buchbinder, equity strategist for LPL Financial, said earnings are \"well on track\" to grow by more than 5% from last year, given \"solid\" beat rates and \"healthy\" revenue growth, bolstered by higher pricing.\"We believe the revenue environment and corporate productivity are in too good of shape for earnings to contract anytime soon,\" Buchbinder said. \"Bottom line, the pessimism may be overdone.\"Yes, dollar strength is a headwindThat said, there was a worry heading into earnings season that is being fulfilled: The sharp rise in the U.S. dollar will reduce the value of profits and revenue generated from overseas operations.Also read: A strong dollar is stirring trouble for markets: What investors need to know.Here's why a rising dollar can hurt results of multinational companies: The U.S. dollar-Japanese yen exchange rate increased to 135.75 on June 30 from 122.50 on April 1, meaning 10,000 yen in earnings was worth just $73.66 on June 30, down from $81.63 on April 1.So with the U.S. dollar index , which tracks the dollar against a basket of currencies of major trading partners, surging 6.5% during the second-quarter, the biggest quarterly gain since the fourth quarter of 2016, currency translation had a large negative effect on earnings.For example, International Business Machines Corp. $(IBM)$ said earlier this week that second-quarter revenue growth was 9%, but would have been 16% if not for the negative effects of dollar strength. And Dow Inc. $(DOW.NZ)$ said on Thursday that currency decreased sales by 3%, while Johnson & Johnson $(JNJ)$ said unfavorable currency translation reduced its sales growth by 5%.\"This will be a consistent theme that receives significant attention throughout the earnings season,\" said Lindsey Bell, chief markets and money strategist for Ally, especially for the technology sector, in which nearly 60% of the sectors revenue is generated overseas.Snap confirms a grim outlook for big internet companiesFears that ad-supported internet stocks were facing a perfect storm of issues that would show up in second-quarter earnings were realized this week, when Snapchat parent Snap Inc. (SNAP) posted what one analyst called \"terrible\" numbers, as others rushed to downgrade the stock.Snap missed revenue consensus estimates and executives declined to provide a financial forecast while speaking of a second quarter that was \"more challenging than we expected.\" Snap had already warned weeks back that it was bracing for disappointing performance.The company is dealing with issues unique to the evolving social-media landscape as well as a broader macroeconomic storm. Not only does it have to deal with TikTok's rise and lingering privacy-related impacts from Apple Inc. $(AAPL)$, it's also facing an ad-market slowdown that spooked analysts.Read now:As Snap melts down, its founders make sure to protect the people who matter: themselves\"Results suggest a significant deterioration in advertiser demand, which will likely weigh on the sector,\" Piper Sandler analyst Thomas Champion wrote in a note to clients late Thursday.\"When fundamentals change this dramatically, it's hard for us not to change our investment opinion, however belated the call,\" said Evercore's Mark Mahaney, who cut his rating on Snap's stock to in line from outperform.\"We will await a stabilization in revenue growth before considering getting more constructive,\" he added.MoffettNathanson downgraded the stock to market perform. Among other gripes, the analysts there said that \"after spending many years denying that competition from TikTok is an issue, it may turn out that Snap's usage and advertising growth is actually far more challenged than they knew.\"For more, see:Snap's dire ad warnings prompt string of downgrades: 'This stock faces a grim outlook'The report bodes ill for other internet giants that rely on digital ads, including Meta Platforms Inc. $(META.UK)$, Alphabet Inc. $(GOOGL)$ and Apple, all of which report next weekDon't miss:It's the end of 'fantasyland' for Big Tech and its workersSupply chain and labor shortages are still key themesThe supply chain and labor shortages have featured prominently in earnings for the past several quarters and this one is no different so far.But there are finally some signs of improvement in supply chains, as measured by certain indexes.The NY Fed's supply chain index is currently at its best level since March of 2021 -- it hit its worst level in December of 2021, as Tom Lee, head of research at Fundstrat Global Advisors, noted in commentary.Lee cited upbeat comments from Volvo AB , which said semi chip access was improving and production at best levels all year, and railroad operator CSX $(CSX)$ which said there are \"clear signs\" from car makers that chip challenges are easing.And on Thursday, chemicals giant Dow Inc. said it had \"higher supply availability\" for its industrial solutions and for its coatings & performance monomers business.The news on the labor market is less cheery, however. The challenge of finding train conductor trainees, for example, led Norfolk Southern Corp. $(NSC)$ to put out an unusual release, highlighting an increase in hourly pay to a minimum of $25 and biweekly on-the-job training incentive of $300.Atlanta, Ga.-based Norfolk said conductor trainees in priority locations can earn up to $5,000 in starting bonuses and expect first-year pay of an average $67,000, along with benefits including a pension, a 401 (k) savings option and healthcare coverageThose locations include some economically depressed ones: Bellevue, Ohio, Fort Wayne, Indiana, Binghamton, New York, Harrisburg, Pennsylvania, Cincinnati, Ohio, Louisville, Kentucky, Conway, Pennsylvania, Peru, Indiana, Decatur, Illinois, Princeton, Indiana, Elkhart, Indiana and Roanoke, Virginia.The challenge of finding railroad workers showed up in CSX's earnings too. Chief Executive Jim Foote told analysts on the company's earnings call that it was having trouble hiring and retaining workers.\"We are not alone in facing this problem,\" said Foote, according to a FactSet transcript. \"The labor market is tight. Prospective recruits have many job options.\"Read now:'People will freak out': The cloud boom is coming back to Earth, and that could be scary for tech stocksTwitter may be right. Elon is hurting its businessWhen Twitter Inc.'s lawyers asked a Delaware judge Tuesday for a speedy trial that would settle its merger spat with Elon Musk, they argued that the saga's overhang was causing constant harm to the company.That topic came up again when Twitter (TWTR) reported downbeat financial results Friday, including a surprise dip in revenue and a sizable $270 million loss. Among factors the company blamed for its revenue miss was \"uncertainty related to the pending acquisition\" by Musk. The company also pointed to about $33 million in second-quarter costs related to the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048016917,"gmtCreate":1656118275439,"gmtModify":1676535770262,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048016917","repostId":"1182322747","repostType":2,"repost":{"id":"1182322747","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":1656114407,"share":"https://ttm.financial/m/news/1182322747?lang=&edition=fundamental","pubTime":"2022-06-25 07:46","market":"hk","language":"zh","title":"昨夜今晨 | 加息预期降温！美股全线收高，科技股亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1182322747","media":"老虎资讯综合","summary":"摘要：纳指涨超3%道指飙升800点；中概股本周强势反弹；顺利闯关美联储“年检”，美国银行股集体大涨；推特同意为马斯克提供更多实时数据>>>海外市场收盘：加息忧虑缓和叠加富时罗素“大洗牌”，纳指、标普均","content":"<html><head></head><body><blockquote><b>摘要：</b>纳指涨超3%道指飙升800点；中概股本周强势反弹；顺利闯关美联储“年检”，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>股集体大涨；推特同意为马斯克提供更多实时数据>>></blockquote><p><b>海外市场</b></p><p><b>收盘：加息忧虑缓和叠加富时罗素“大洗牌”，纳指、标普均涨超3%</b></p><p>周五美股三大股指高开高走，而尾盘富时罗素的“年度大洗牌”拉动一系列股票出现抽动式上涨，为今日的大盘锦上添花。截至收盘，标普500指数涨3.06%，报3911.74点；纳斯达克指数涨3.34%，报11607.62点；道琼斯指数涨2.68%，报31500.68点。</p><p>美国科技股多数大涨，其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨2.45%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨4.52%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨3.58%、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨5.11%、奈飞涨5.03%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨3.41%；经济重启概念强劲反弹，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>涨7.09%、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>涨7.54%、<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>涨15.77%、<a href=\"https://laohu8.com/S/BA\">波音</a>涨5.64%。</p><p><b>热门中概股收盘普遍走高，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%</b></p><p>热门中概股延续反弹，纳斯达克中概金龙指数涨4%，本周累涨11.1%。<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨近14%，<a href=\"https://laohu8.com/S/KC\">金山云</a>涨超10%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/TCOM\">携程网</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨超3%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、微博涨超2%。中概汽车股本周强势反弹，小鹏汽车周涨超25%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>周涨超23%，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>周涨近16%。</p><p><b>纽约原油期货收高3.3%，本周下跌1.8%</b></p><p>纽约原油期货价格周五收高3.3%。但对美联储激进加息可能导致经济衰退的担忧仍使其录得连续第二周下跌。纽约商品交易所8月交割的西德州中质原油（WTI）期货价格上涨3.35美元，涨幅为3.21%，收于每桶107.62美元。本周WTI原油累计下跌1.77%。</p><p><b>纽约黄金期货小幅收高，本周仍录得跌幅</b></p><p>纽约商品交易所8月交割的黄金期货价格上涨50美分，报收于每盎司1830.30美元。本周黄金期货价格累计下跌0.56%。</p><p><b>欧洲主要股指大幅收涨，德国DAX指数涨1.59%</b></p><p>欧股收盘，三大股指集体收涨，德国DAX指数涨1.59%，法国CAC指数涨3.23%，英国富时指数涨2.67%，欧洲斯托克50指数涨2.86%。</p><p><b>国际宏观</b></p><p><b>IMF：美国经济或在今明两年放缓，避免衰退的道路愈发狭窄</b></p><p>IMF周五在一份声明中表示：“现在的美国政策重点必须是在不引发经济衰退的情况下迅速放缓工资和价格增长。”声明称，“这将是一项艰巨的任务”，因全球供应紧张和美国国内劳动力短缺可能会持续存在，而俄乌冲突会带来更多的不确定性。</p><p><b>“鹰王”布拉德：经济衰退风险被夸大，美联储应继续大胆加息</b></p><p>尽管目前市场主流观点已变成美联储加息将导致经济衰退，但素有“鹰王”之称的布拉德却依旧维持一贯的鹰派立场。圣路易斯联储主席布拉德表示，对美国经济衰退的担忧被夸大了，美联储必须大胆加息，以在情况更糟糕之前遏制通胀。</p><p><b>美国纽约联储：美国通胀可能在2023年第二季度前保持高位</b></p><p>纽约联储周五发表的文章称，尽管有着美联储加息的后期影响，但通胀率仍可能在明年下半年之前一直保持高位。研究人员称，美国和欧元区的通货膨胀都在加速，而且这两个经济体的预期加息幅度都在上升。这些因素，再加上经济增长放缓的可能性，给通货膨胀的前景增加了更多的不确定性。</p><p><b>公司新闻</b></p><p><b>顺利闯关美联储“年检”，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>股集体大涨</b></p><p>随着美联储宣布接受年度压力测试的银行均顺利过关，周五银行股迎来普涨行情。六大行中<a href=\"https://laohu8.com/S/WFC\">富国银行</a>大涨7.55%、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>涨幅也达到5%。不过由于测试结果显示美国银行需要比预期更高的资本缓冲，可能会对回购和分红造成影响，该行周五的涨幅仅为0.72%。</p><p><b>Zendesk同意百亿美元私有化提案</b></p><p>客户服务软件和销售CRM开发商Zendesk周五宣布，同意接受Hellman＆Friedman、Permira等PE开出的每股77.5美元，折合总价102亿美元的收购案。受此消息影响，Zendesk周五大涨27.99%报74.17美元。</p><p><a href=\"https://laohu8.com/NW/2245701002\" target=\"_blank\"><b>传苹果将于2023年1月发布AR眼镜</b></a><b></b></p><p>苹果有很大概率将在2023年1月公开发布AR眼镜。天风国际证券分析师郭明錤表示，苹果的发售，以及中国市场巨大的潜在消费需求，将有利于该领域的持续快速增长。</p><p><a href=\"https://laohu8.com/NW/1161123201\" target=\"_blank\"><b>推特同意为马斯克提供更多实时数据</b></a><b></b></p><p>据媒体报道称，推特同意本周向马斯克提供更多数据，这一次包括实时API数据。内部人士认为，新数据表明马斯克可能会尽快重新协商交易价格，称推特的价值已经随着新信息的变化而发生变化。</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>昨夜今晨 | 加息预期降温！美股全线收高，科技股亮眼</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{ 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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\">\n昨夜今晨 | 加息预期降温！美股全线收高，科技股亮眼\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-06-25 07:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：</b>纳指涨超3%道指飙升800点；中概股本周强势反弹；顺利闯关美联储“年检”，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>股集体大涨；推特同意为马斯克提供更多实时数据>>></blockquote><p><b>海外市场</b></p><p><b>收盘：加息忧虑缓和叠加富时罗素“大洗牌”，纳指、标普均涨超3%</b></p><p>周五美股三大股指高开高走，而尾盘富时罗素的“年度大洗牌”拉动一系列股票出现抽动式上涨，为今日的大盘锦上添花。截至收盘，标普500指数涨3.06%，报3911.74点；纳斯达克指数涨3.34%，报11607.62点；道琼斯指数涨2.68%，报31500.68点。</p><p>美国科技股多数大涨，其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨2.45%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨4.52%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨3.58%、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨5.11%、奈飞涨5.03%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨3.41%；经济重启概念强劲反弹，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>涨7.09%、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>涨7.54%、<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>涨15.77%、<a href=\"https://laohu8.com/S/BA\">波音</a>涨5.64%。</p><p><b>热门中概股收盘普遍走高，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%</b></p><p>热门中概股延续反弹，纳斯达克中概金龙指数涨4%，本周累涨11.1%。<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨近14%，<a href=\"https://laohu8.com/S/KC\">金山云</a>涨超10%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/TCOM\">携程网</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨超3%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、微博涨超2%。中概汽车股本周强势反弹，小鹏汽车周涨超25%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>周涨超23%，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>周涨近16%。</p><p><b>纽约原油期货收高3.3%，本周下跌1.8%</b></p><p>纽约原油期货价格周五收高3.3%。但对美联储激进加息可能导致经济衰退的担忧仍使其录得连续第二周下跌。纽约商品交易所8月交割的西德州中质原油（WTI）期货价格上涨3.35美元，涨幅为3.21%，收于每桶107.62美元。本周WTI原油累计下跌1.77%。</p><p><b>纽约黄金期货小幅收高，本周仍录得跌幅</b></p><p>纽约商品交易所8月交割的黄金期货价格上涨50美分，报收于每盎司1830.30美元。本周黄金期货价格累计下跌0.56%。</p><p><b>欧洲主要股指大幅收涨，德国DAX指数涨1.59%</b></p><p>欧股收盘，三大股指集体收涨，德国DAX指数涨1.59%，法国CAC指数涨3.23%，英国富时指数涨2.67%，欧洲斯托克50指数涨2.86%。</p><p><b>国际宏观</b></p><p><b>IMF：美国经济或在今明两年放缓，避免衰退的道路愈发狭窄</b></p><p>IMF周五在一份声明中表示：“现在的美国政策重点必须是在不引发经济衰退的情况下迅速放缓工资和价格增长。”声明称，“这将是一项艰巨的任务”，因全球供应紧张和美国国内劳动力短缺可能会持续存在，而俄乌冲突会带来更多的不确定性。</p><p><b>“鹰王”布拉德：经济衰退风险被夸大，美联储应继续大胆加息</b></p><p>尽管目前市场主流观点已变成美联储加息将导致经济衰退，但素有“鹰王”之称的布拉德却依旧维持一贯的鹰派立场。圣路易斯联储主席布拉德表示，对美国经济衰退的担忧被夸大了，美联储必须大胆加息，以在情况更糟糕之前遏制通胀。</p><p><b>美国纽约联储：美国通胀可能在2023年第二季度前保持高位</b></p><p>纽约联储周五发表的文章称，尽管有着美联储加息的后期影响，但通胀率仍可能在明年下半年之前一直保持高位。研究人员称，美国和欧元区的通货膨胀都在加速，而且这两个经济体的预期加息幅度都在上升。这些因素，再加上经济增长放缓的可能性，给通货膨胀的前景增加了更多的不确定性。</p><p><b>公司新闻</b></p><p><b>顺利闯关美联储“年检”，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>股集体大涨</b></p><p>随着美联储宣布接受年度压力测试的银行均顺利过关，周五银行股迎来普涨行情。六大行中<a href=\"https://laohu8.com/S/WFC\">富国银行</a>大涨7.55%、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>涨幅也达到5%。不过由于测试结果显示美国银行需要比预期更高的资本缓冲，可能会对回购和分红造成影响，该行周五的涨幅仅为0.72%。</p><p><b>Zendesk同意百亿美元私有化提案</b></p><p>客户服务软件和销售CRM开发商Zendesk周五宣布，同意接受Hellman＆Friedman、Permira等PE开出的每股77.5美元，折合总价102亿美元的收购案。受此消息影响，Zendesk周五大涨27.99%报74.17美元。</p><p><a href=\"https://laohu8.com/NW/2245701002\" target=\"_blank\"><b>传苹果将于2023年1月发布AR眼镜</b></a><b></b></p><p>苹果有很大概率将在2023年1月公开发布AR眼镜。天风国际证券分析师郭明錤表示，苹果的发售，以及中国市场巨大的潜在消费需求，将有利于该领域的持续快速增长。</p><p><a href=\"https://laohu8.com/NW/1161123201\" target=\"_blank\"><b>推特同意为马斯克提供更多实时数据</b></a><b></b></p><p>据媒体报道称，推特同意本周向马斯克提供更多数据，这一次包括实时API数据。内部人士认为，新数据表明马斯克可能会尽快重新协商交易价格，称推特的价值已经随着新信息的变化而发生变化。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"03086":"华夏纳指",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182322747","content_text":"摘要：纳指涨超3%道指飙升800点；中概股本周强势反弹；顺利闯关美联储“年检”，美国银行股集体大涨；推特同意为马斯克提供更多实时数据>>>海外市场收盘：加息忧虑缓和叠加富时罗素“大洗牌”，纳指、标普均涨超3%周五美股三大股指高开高走，而尾盘富时罗素的“年度大洗牌”拉动一系列股票出现抽动式上涨，为今日的大盘锦上添花。截至收盘，标普500指数涨3.06%，报3911.74点；纳斯达克指数涨3.34%，报11607.62点；道琼斯指数涨2.68%，报31500.68点。美国科技股多数大涨，其中苹果涨2.45%、特斯拉涨4.52%、亚马逊涨3.58%、谷歌A涨5.11%、奈飞涨5.03%、微软涨3.41%；经济重启概念强劲反弹，美国航空涨7.09%、联合大陆航空涨7.54%、皇家加勒比邮轮涨15.77%、波音涨5.64%。热门中概股收盘普遍走高，小鹏汽车涨超7%热门中概股延续反弹，纳斯达克中概金龙指数涨4%，本周累涨11.1%。百济神州、第九城市涨近14%，金山云涨超10%，贝壳、搜狐、小鹏汽车涨超7%，阿里巴巴、新东方、蔚来、知乎、携程网、嘉楠科技涨超4%，理想汽车、爱奇艺、百度、京东、网易涨超3%，拼多多、好未来、微博涨超2%。中概汽车股本周强势反弹，小鹏汽车周涨超25%，理想汽车周涨超23%，蔚来周涨近16%。纽约原油期货收高3.3%，本周下跌1.8%纽约原油期货价格周五收高3.3%。但对美联储激进加息可能导致经济衰退的担忧仍使其录得连续第二周下跌。纽约商品交易所8月交割的西德州中质原油（WTI）期货价格上涨3.35美元，涨幅为3.21%，收于每桶107.62美元。本周WTI原油累计下跌1.77%。纽约黄金期货小幅收高，本周仍录得跌幅纽约商品交易所8月交割的黄金期货价格上涨50美分，报收于每盎司1830.30美元。本周黄金期货价格累计下跌0.56%。欧洲主要股指大幅收涨，德国DAX指数涨1.59%欧股收盘，三大股指集体收涨，德国DAX指数涨1.59%，法国CAC指数涨3.23%，英国富时指数涨2.67%，欧洲斯托克50指数涨2.86%。国际宏观IMF：美国经济或在今明两年放缓，避免衰退的道路愈发狭窄IMF周五在一份声明中表示：“现在的美国政策重点必须是在不引发经济衰退的情况下迅速放缓工资和价格增长。”声明称，“这将是一项艰巨的任务”，因全球供应紧张和美国国内劳动力短缺可能会持续存在，而俄乌冲突会带来更多的不确定性。“鹰王”布拉德：经济衰退风险被夸大，美联储应继续大胆加息尽管目前市场主流观点已变成美联储加息将导致经济衰退，但素有“鹰王”之称的布拉德却依旧维持一贯的鹰派立场。圣路易斯联储主席布拉德表示，对美国经济衰退的担忧被夸大了，美联储必须大胆加息，以在情况更糟糕之前遏制通胀。美国纽约联储：美国通胀可能在2023年第二季度前保持高位纽约联储周五发表的文章称，尽管有着美联储加息的后期影响，但通胀率仍可能在明年下半年之前一直保持高位。研究人员称，美国和欧元区的通货膨胀都在加速，而且这两个经济体的预期加息幅度都在上升。这些因素，再加上经济增长放缓的可能性，给通货膨胀的前景增加了更多的不确定性。公司新闻顺利闯关美联储“年检”，美国银行股集体大涨随着美联储宣布接受年度压力测试的银行均顺利过关，周五银行股迎来普涨行情。六大行中富国银行大涨7.55%、摩根士丹利和高盛涨幅也达到5%。不过由于测试结果显示美国银行需要比预期更高的资本缓冲，可能会对回购和分红造成影响，该行周五的涨幅仅为0.72%。Zendesk同意百亿美元私有化提案客户服务软件和销售CRM开发商Zendesk周五宣布，同意接受Hellman＆Friedman、Permira等PE开出的每股77.5美元，折合总价102亿美元的收购案。受此消息影响，Zendesk周五大涨27.99%报74.17美元。传苹果将于2023年1月发布AR眼镜苹果有很大概率将在2023年1月公开发布AR眼镜。天风国际证券分析师郭明錤表示，苹果的发售，以及中国市场巨大的潜在消费需求，将有利于该领域的持续快速增长。推特同意为马斯克提供更多实时数据据媒体报道称，推特同意本周向马斯克提供更多数据，这一次包括实时API数据。内部人士认为，新数据表明马斯克可能会尽快重新协商交易价格，称推特的价值已经随着新信息的变化而发生变化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958407474,"gmtCreate":1673792918099,"gmtModify":1676538886164,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958407474","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058738064,"gmtCreate":1654903989558,"gmtModify":1676535529471,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058738064","repostId":"1108712122","repostType":2,"repost":{"id":"1108712122","kind":"news","pubTimestamp":1654902743,"share":"https://ttm.financial/m/news/1108712122?lang=&edition=fundamental","pubTime":"2022-06-11 07:12","market":"us","language":"en","title":"Wall Street Suffers Biggest Weekly Loss Since January After Hot CPI Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1108712122","media":"StreetInsider","summary":"U.S. stocks posted their biggest weekly percentage declines since January and ended sharply lower on","content":"<html><head></head><body><p>U.S. stocks posted their biggest weekly percentage declines since January and ended sharply lower on the day Friday as a steeper-than-expected rise in U.S. consumer prices in May fueled fears of more aggressive interest rate hikes by the Federal Reserve.</p><p>Tech and growth stocks, whose valuations rely more heavily on future cash flows, led the decline. Microsoft Corp, Amazon.com Inc and Apple Inc drove losses in the S&P 500.</p><p>Following the inflation report, two-year Treasury yields, which are highly sensitive to rate hikes, spiked to 3.057%, the highest since June 2008. Benchmark 10-year yields reached 3.178%, the highest since May 9.</p><p>The U.S. Labor Department's report showed the consumer price index (CPI) increased 1.0% last month after gaining 0.3% in April. Economists polled by Reuters had forecast the monthly CPI picking up 0.7%.</p><p>Year-on-year, CPI surged 8.6%, its biggest gain since 1981 and following an 8.3% jump in May.</p><p>Stocks have been volatile this year, and recent selling has largely been tied to worries over inflation, rising interest rates and the likelihood of a recession.</p><p>"Today's report should extinguish any pretense that a 'pause' in rate hikes will likely be appropriate by the end of summer, as the Fed is clearly still behind the eight ball on bringing inflation under control," said Jason Pride, chief investment officer for private wealth at Glenmede in Philadelphia.</p><p>The Dow Jones Industrial Average fell 880 points, or 2.73%, to 31,392.79; the S&P 500 lost 116.96 points, or 2.91%, to 3,900.86; and the Nasdaq Composite dropped 414.20 points, or 3.52%, to 11,340.02.</p><p>The major indexes registered their biggest weekly percentage drops since the week ended Jan. 21, with the Dow down 4.58%, the S&P 500 down 5.06% and the Nasdaq down 5.60% for the week.</p><p>The S&P 500 is now down 18.2% for the year so far.</p><p>On Friday, the S&P 500 growth index took a 3.7% hit, while the value index fell 2.2%.</p><p>The inflation report was published ahead of an anticipated second 50 basis points rate hike from the Fed on Wednesday. A further half-percentage-point is priced in for July, with a strong chance of a similar move in September.</p><p>One worry is that an aggressive push higher on rates by the Fed could send the economy into recession.</p><p>Among the day's losers, Netflix Inc slid 5.1% after Goldman downgraded the streaming video giant's stock to "sell" from "neutral" due to a possibly weaker macro environment.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.70-to-1 ratio; on Nasdaq, a 4.05-to-1 ratio favored decliners.</p><p>The S&P 500 posted one new 52-week high and 44 new lows; the Nasdaq Composite recorded 17 new highs and 326 new lows.</p><p>Volume on U.S. exchanges was 12.62 billion shares, compared with the 11.88 billion average for the full session over the last 20 trading days.</p></body></html>","source":"highlight_streetinsider","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>Wall Street Suffers Biggest Weekly Loss Since January After Hot CPI Data</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\">\nWall Street Suffers Biggest Weekly Loss Since January After Hot CPI Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 07:12 GMT+8 <a href=https://www.streetinsider.com/ETFs/Wall+Street+suffers+biggest+weekly+loss+since+January+after+hot+CPI+data/20199959.html><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks posted their biggest weekly percentage declines since January and ended sharply lower on the day Friday as a steeper-than-expected rise in U.S. consumer prices in May fueled fears of more ...</p>\n\n<a href=\"https://www.streetinsider.com/ETFs/Wall+Street+suffers+biggest+weekly+loss+since+January+after+hot+CPI+data/20199959.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.streetinsider.com/ETFs/Wall+Street+suffers+biggest+weekly+loss+since+January+after+hot+CPI+data/20199959.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108712122","content_text":"U.S. stocks posted their biggest weekly percentage declines since January and ended sharply lower on the day Friday as a steeper-than-expected rise in U.S. consumer prices in May fueled fears of more aggressive interest rate hikes by the Federal Reserve.Tech and growth stocks, whose valuations rely more heavily on future cash flows, led the decline. Microsoft Corp, Amazon.com Inc and Apple Inc drove losses in the S&P 500.Following the inflation report, two-year Treasury yields, which are highly sensitive to rate hikes, spiked to 3.057%, the highest since June 2008. Benchmark 10-year yields reached 3.178%, the highest since May 9.The U.S. Labor Department's report showed the consumer price index (CPI) increased 1.0% last month after gaining 0.3% in April. Economists polled by Reuters had forecast the monthly CPI picking up 0.7%.Year-on-year, CPI surged 8.6%, its biggest gain since 1981 and following an 8.3% jump in May.Stocks have been volatile this year, and recent selling has largely been tied to worries over inflation, rising interest rates and the likelihood of a recession.\"Today's report should extinguish any pretense that a 'pause' in rate hikes will likely be appropriate by the end of summer, as the Fed is clearly still behind the eight ball on bringing inflation under control,\" said Jason Pride, chief investment officer for private wealth at Glenmede in Philadelphia.The Dow Jones Industrial Average fell 880 points, or 2.73%, to 31,392.79; the S&P 500 lost 116.96 points, or 2.91%, to 3,900.86; and the Nasdaq Composite dropped 414.20 points, or 3.52%, to 11,340.02.The major indexes registered their biggest weekly percentage drops since the week ended Jan. 21, with the Dow down 4.58%, the S&P 500 down 5.06% and the Nasdaq down 5.60% for the week.The S&P 500 is now down 18.2% for the year so far.On Friday, the S&P 500 growth index took a 3.7% hit, while the value index fell 2.2%.The inflation report was published ahead of an anticipated second 50 basis points rate hike from the Fed on Wednesday. A further half-percentage-point is priced in for July, with a strong chance of a similar move in September.One worry is that an aggressive push higher on rates by the Fed could send the economy into recession.Among the day's losers, Netflix Inc slid 5.1% after Goldman downgraded the streaming video giant's stock to \"sell\" from \"neutral\" due to a possibly weaker macro environment.Declining issues outnumbered advancing ones on the NYSE by a 5.70-to-1 ratio; on Nasdaq, a 4.05-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 44 new lows; the Nasdaq Composite recorded 17 new highs and 326 new lows.Volume on U.S. exchanges was 12.62 billion shares, compared with the 11.88 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005997465,"gmtCreate":1642136002650,"gmtModify":1676533685508,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005997465","repostId":"1123970974","repostType":4,"repost":{"id":"1123970974","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":1642134927,"share":"https://ttm.financial/m/news/1123970974?lang=&edition=fundamental","pubTime":"2022-01-14 12:35","market":"us","language":"zh","title":"特斯拉美国在线商店的部分商品接受狗狗币作为付款选项","url":"https://stock-news.laohu8.com/highlight/detail?id=1123970974","media":"老虎资讯综合","summary":"此前，特斯拉CEO马斯克曾表示，未来可以使用狗狗币购买一些特斯拉周边产品。","content":"<html><head></head><body><p>1月14日午间消息，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美国在线商店中的部分商品接受狗狗币作为付款选项。此前，特斯拉CEO马斯克曾表示，未来可以使用狗狗币购买一些特斯拉周边产品。狗狗币短线拉升，日内涨超11%。</p><p><img src=\"https://static.tigerbbs.com/d3753376099292ba924abe6784b33215\" tg-width=\"2048\" tg-height=\"1156\" 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>特斯拉美国在线商店的部分商品接受狗狗币作为付款选项</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; 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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\">\n特斯拉美国在线商店的部分商品接受狗狗币作为付款选项\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-14 12:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月14日午间消息，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美国在线商店中的部分商品接受狗狗币作为付款选项。此前，特斯拉CEO马斯克曾表示，未来可以使用狗狗币购买一些特斯拉周边产品。狗狗币短线拉升，日内涨超11%。</p><p><img src=\"https://static.tigerbbs.com/d3753376099292ba924abe6784b33215\" tg-width=\"2048\" tg-height=\"1156\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123970974","content_text":"1月14日午间消息，特斯拉美国在线商店中的部分商品接受狗狗币作为付款选项。此前，特斯拉CEO马斯克曾表示，未来可以使用狗狗币购买一些特斯拉周边产品。狗狗币短线拉升，日内涨超11%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900907451,"gmtCreate":1658624634973,"gmtModify":1676536182990,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900907451","repostId":"2253015276","repostType":2,"repost":{"id":"2253015276","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658624261,"share":"https://ttm.financial/m/news/2253015276?lang=&edition=fundamental","pubTime":"2022-07-24 08:57","market":"us","language":"en","title":"Here Are 5 Things We've Learned so Far From Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2253015276","media":"Dow Jones","summary":"There are signs that supply chain woes are easing, while price increases to fight inflation are boos","content":"<html><head></head><body><p>There are signs that supply chain woes are easing, while price increases to fight inflation are boosting revenue.</p><p>Only about one-fifth of the S&P 500 have so far reported second-quarter results, but at least five major talking points have emerged -- some quite surprising -- since earnings season started more than a week ago.</p><p>A key concern heading into earnings season wasn't what happened during the previous three-month period, but how much companies would lower forward guidance, given growing fears the Federal Reserve's aggressive interest rate increases to fight historically high inflation would tip the U.S. economy into a recession.</p><p>But with 106 of the 503 S&P 500 companies having reported results through Friday morning, according to FactSet, that expected negative has so far been a positive.</p><p>For the second quarter, while more companies than usual are beating profit and revenue expectations, they're beating them by narrower-than-usual margins.</p><p>So far, so good</p><p>Through Friday morning, 75.5% of the companies reporting have been beating consensus analyst projections for earnings per share, by an average of about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.</p><p>And for revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.</p><p>More beats by less than the usual amount has led to year-over-year growth in the blended EPS estimate, which includes results from companies that have already reported results and estimates of companies yet to report, to slip to 5.0% from an estimate of 5.7% growth as of March 31, according to FactSet data.</p><p>The blended estimate for revenue growth has increased to 10.7% from 9.7% at the end of March, FactSet said. That's because companies are not selling more but are selling at higher prices.</p><p>Meanwhile, despite worries that recession fears would lead to a raft of full-year guidance cuts, that just hasn't been the case. In fact the ratio of negative EPS preannouncements to positive preannouncements has so far been 1.7, according to I/B/E/S data, well below the long-term average of 2.6, and only slightly above the average over the prior four quarters of 1.5.</p><p>As a result, the FactSet consensus growth estimate for EPS has increased to 9.7% from 9.3% as of March 31, while the growth estimate for revenue has jumped to 10.4% from 8.9%.</p><p>Jeff Buchbinder, equity strategist for LPL Financial, said earnings are "well on track" to grow by more than 5% from last year, given "solid" beat rates and "healthy" revenue growth, bolstered by higher pricing.</p><p>"We believe the revenue environment and corporate productivity are in too good of shape for earnings to contract anytime soon," Buchbinder said. "Bottom line, the pessimism may be overdone."</p><p>Yes, dollar strength is a headwind</p><p>That said, there was a worry heading into earnings season that is being fulfilled: The sharp rise in the U.S. dollar will reduce the value of profits and revenue generated from overseas operations.</p><p>Also read: A strong dollar is stirring trouble for markets: What investors need to know.</p><p>Here's why a rising dollar can hurt results of multinational companies: The U.S. dollar-Japanese yen exchange rate increased to 135.75 on June 30 from 122.50 on April 1, meaning 10,000 yen in earnings was worth just $73.66 on June 30, down from $81.63 on April 1.</p><p>So with the U.S. dollar index , which tracks the dollar against a basket of currencies of major trading partners, surging 6.5% during the second-quarter, the biggest quarterly gain since the fourth quarter of 2016, currency translation had a large negative effect on earnings.</p><p>For example, International Business Machines Corp. <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a> said earlier this week that second-quarter revenue growth was 9%, but would have been 16% if not for the negative effects of dollar strength. And Dow Inc. <a href=\"https://laohu8.com/S/DOW.NZ\">$(DOW.NZ)$</a> said on Thursday that currency decreased sales by 3%, while Johnson & Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> said unfavorable currency translation reduced its sales growth by 5%.</p><p>"This will be a consistent theme that receives significant attention throughout the earnings season," said Lindsey Bell, chief markets and money strategist for Ally, especially for the technology sector, in which nearly 60% of the sectors revenue is generated overseas.</p><p>Snap confirms a grim outlook for big internet companies</p><p>Fears that ad-supported internet stocks were facing a perfect storm of issues that would show up in second-quarter earnings were realized this week, when Snapchat parent <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) posted what one analyst called "terrible" numbers, as others rushed to downgrade the stock.</p><p>Snap missed revenue consensus estimates and executives declined to provide a financial forecast while speaking of a second quarter that was "more challenging than we expected." Snap had already warned weeks back that it was bracing for disappointing performance.</p><p>The company is dealing with issues unique to the evolving social-media landscape as well as a broader macroeconomic storm. Not only does it have to deal with TikTok's rise and lingering privacy-related impacts from Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, it's also facing an ad-market slowdown that spooked analysts.</p><p>Read now:As Snap melts down, its founders make sure to protect the people who matter: themselves</p><p>"Results suggest a significant deterioration in advertiser demand, which will likely weigh on the sector," Piper Sandler analyst Thomas Champion wrote in a note to clients late Thursday.</p><p>"When fundamentals change this dramatically, it's hard for us not to change our investment opinion, however belated the call," said Evercore's Mark Mahaney, who cut his rating on Snap's stock to in line from outperform.</p><p>"We will await a stabilization in revenue growth before considering getting more constructive," he added.</p><p>MoffettNathanson downgraded the stock to market perform. Among other gripes, the analysts there said that "after spending many years denying that competition from TikTok is an issue, it may turn out that Snap's usage and advertising growth is actually far more challenged than they knew."</p><p>For more, see:Snap's dire ad warnings prompt string of downgrades: 'This stock faces a grim outlook'</p><p>The report bodes ill for other internet giants that rely on digital ads, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Apple, all of which report next week</p><p>Don't miss:It's the end of 'fantasyland' for Big Tech and its workers</p><p>Supply chain and labor shortages are still key themes</p><p>The supply chain and labor shortages have featured prominently in earnings for the past several quarters and this one is no different so far.</p><p>But there are finally some signs of improvement in supply chains, as measured by certain indexes.</p><p>The NY Fed's supply chain index is currently at its best level since March of 2021 -- it hit its worst level in December of 2021, as Tom Lee, head of research at Fundstrat Global Advisors, noted in commentary.</p><p>Lee cited upbeat comments from Volvo AB , which said semi chip access was improving and production at best levels all year, and railroad operator CSX <a href=\"https://laohu8.com/S/CSX\">$(CSX)$</a> which said there are "clear signs" from car makers that chip challenges are easing.</p><p>And on Thursday, chemicals giant Dow Inc. said it had "higher supply availability" for its industrial solutions and for its coatings & performance monomers business.</p><p>The news on the labor market is less cheery, however. The challenge of finding train conductor trainees, for example, led <a href=\"https://laohu8.com/S/NSCO.WS\">Norfolk Southern Corp</a>. <a href=\"https://laohu8.com/S/NSC\">$(NSC)$</a> to put out an unusual release, highlighting an increase in hourly pay to a minimum of $25 and biweekly on-the-job training incentive of $300.</p><p>Atlanta, Ga.-based Norfolk said conductor trainees in priority locations can earn up to $5,000 in starting bonuses and expect first-year pay of an average $67,000, along with benefits including a pension, a 401 (k) savings option and healthcare coverage</p><p>Those locations include some economically depressed ones: Bellevue, Ohio, Fort Wayne, Indiana, Binghamton, New York, Harrisburg, Pennsylvania, Cincinnati, Ohio, Louisville, Kentucky, Conway, Pennsylvania, Peru, Indiana, Decatur, Illinois, Princeton, Indiana, Elkhart, Indiana and Roanoke, Virginia.</p><p>The challenge of finding railroad workers showed up in CSX's earnings too. Chief Executive Jim Foote told analysts on the company's earnings call that it was having trouble hiring and retaining workers.</p><p>"We are not alone in facing this problem," said Foote, according to a FactSet transcript. "The labor market is tight. Prospective recruits have many job options."</p><p>Read now:'People will freak out': The cloud boom is coming back to Earth, and that could be scary for tech stocks</p><p>Twitter may be right. Elon is hurting its business</p><p>When Twitter Inc.'s lawyers asked a Delaware judge Tuesday for a speedy trial that would settle its merger spat with Elon Musk, they argued that the saga's overhang was causing constant harm to the company.</p><p>That topic came up again when Twitter (TWTR) reported downbeat financial results Friday, including a surprise dip in revenue and a sizable $270 million loss. Among factors the company blamed for its revenue miss was "uncertainty related to the pending acquisition" by Musk. The company also pointed to about $33 million in second-quarter costs related to the deal.</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>Here Are 5 Things We've Learned so Far From Earnings Season</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\">\nHere Are 5 Things We've Learned so Far From Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-24 08:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>There are signs that supply chain woes are easing, while price increases to fight inflation are boosting revenue.</p><p>Only about one-fifth of the S&P 500 have so far reported second-quarter results, but at least five major talking points have emerged -- some quite surprising -- since earnings season started more than a week ago.</p><p>A key concern heading into earnings season wasn't what happened during the previous three-month period, but how much companies would lower forward guidance, given growing fears the Federal Reserve's aggressive interest rate increases to fight historically high inflation would tip the U.S. economy into a recession.</p><p>But with 106 of the 503 S&P 500 companies having reported results through Friday morning, according to FactSet, that expected negative has so far been a positive.</p><p>For the second quarter, while more companies than usual are beating profit and revenue expectations, they're beating them by narrower-than-usual margins.</p><p>So far, so good</p><p>Through Friday morning, 75.5% of the companies reporting have been beating consensus analyst projections for earnings per share, by an average of about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.</p><p>And for revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.</p><p>More beats by less than the usual amount has led to year-over-year growth in the blended EPS estimate, which includes results from companies that have already reported results and estimates of companies yet to report, to slip to 5.0% from an estimate of 5.7% growth as of March 31, according to FactSet data.</p><p>The blended estimate for revenue growth has increased to 10.7% from 9.7% at the end of March, FactSet said. That's because companies are not selling more but are selling at higher prices.</p><p>Meanwhile, despite worries that recession fears would lead to a raft of full-year guidance cuts, that just hasn't been the case. In fact the ratio of negative EPS preannouncements to positive preannouncements has so far been 1.7, according to I/B/E/S data, well below the long-term average of 2.6, and only slightly above the average over the prior four quarters of 1.5.</p><p>As a result, the FactSet consensus growth estimate for EPS has increased to 9.7% from 9.3% as of March 31, while the growth estimate for revenue has jumped to 10.4% from 8.9%.</p><p>Jeff Buchbinder, equity strategist for LPL Financial, said earnings are "well on track" to grow by more than 5% from last year, given "solid" beat rates and "healthy" revenue growth, bolstered by higher pricing.</p><p>"We believe the revenue environment and corporate productivity are in too good of shape for earnings to contract anytime soon," Buchbinder said. "Bottom line, the pessimism may be overdone."</p><p>Yes, dollar strength is a headwind</p><p>That said, there was a worry heading into earnings season that is being fulfilled: The sharp rise in the U.S. dollar will reduce the value of profits and revenue generated from overseas operations.</p><p>Also read: A strong dollar is stirring trouble for markets: What investors need to know.</p><p>Here's why a rising dollar can hurt results of multinational companies: The U.S. dollar-Japanese yen exchange rate increased to 135.75 on June 30 from 122.50 on April 1, meaning 10,000 yen in earnings was worth just $73.66 on June 30, down from $81.63 on April 1.</p><p>So with the U.S. dollar index , which tracks the dollar against a basket of currencies of major trading partners, surging 6.5% during the second-quarter, the biggest quarterly gain since the fourth quarter of 2016, currency translation had a large negative effect on earnings.</p><p>For example, International Business Machines Corp. <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a> said earlier this week that second-quarter revenue growth was 9%, but would have been 16% if not for the negative effects of dollar strength. And Dow Inc. <a href=\"https://laohu8.com/S/DOW.NZ\">$(DOW.NZ)$</a> said on Thursday that currency decreased sales by 3%, while Johnson & Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> said unfavorable currency translation reduced its sales growth by 5%.</p><p>"This will be a consistent theme that receives significant attention throughout the earnings season," said Lindsey Bell, chief markets and money strategist for Ally, especially for the technology sector, in which nearly 60% of the sectors revenue is generated overseas.</p><p>Snap confirms a grim outlook for big internet companies</p><p>Fears that ad-supported internet stocks were facing a perfect storm of issues that would show up in second-quarter earnings were realized this week, when Snapchat parent <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) posted what one analyst called "terrible" numbers, as others rushed to downgrade the stock.</p><p>Snap missed revenue consensus estimates and executives declined to provide a financial forecast while speaking of a second quarter that was "more challenging than we expected." Snap had already warned weeks back that it was bracing for disappointing performance.</p><p>The company is dealing with issues unique to the evolving social-media landscape as well as a broader macroeconomic storm. Not only does it have to deal with TikTok's rise and lingering privacy-related impacts from Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, it's also facing an ad-market slowdown that spooked analysts.</p><p>Read now:As Snap melts down, its founders make sure to protect the people who matter: themselves</p><p>"Results suggest a significant deterioration in advertiser demand, which will likely weigh on the sector," Piper Sandler analyst Thomas Champion wrote in a note to clients late Thursday.</p><p>"When fundamentals change this dramatically, it's hard for us not to change our investment opinion, however belated the call," said Evercore's Mark Mahaney, who cut his rating on Snap's stock to in line from outperform.</p><p>"We will await a stabilization in revenue growth before considering getting more constructive," he added.</p><p>MoffettNathanson downgraded the stock to market perform. Among other gripes, the analysts there said that "after spending many years denying that competition from TikTok is an issue, it may turn out that Snap's usage and advertising growth is actually far more challenged than they knew."</p><p>For more, see:Snap's dire ad warnings prompt string of downgrades: 'This stock faces a grim outlook'</p><p>The report bodes ill for other internet giants that rely on digital ads, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Apple, all of which report next week</p><p>Don't miss:It's the end of 'fantasyland' for Big Tech and its workers</p><p>Supply chain and labor shortages are still key themes</p><p>The supply chain and labor shortages have featured prominently in earnings for the past several quarters and this one is no different so far.</p><p>But there are finally some signs of improvement in supply chains, as measured by certain indexes.</p><p>The NY Fed's supply chain index is currently at its best level since March of 2021 -- it hit its worst level in December of 2021, as Tom Lee, head of research at Fundstrat Global Advisors, noted in commentary.</p><p>Lee cited upbeat comments from Volvo AB , which said semi chip access was improving and production at best levels all year, and railroad operator CSX <a href=\"https://laohu8.com/S/CSX\">$(CSX)$</a> which said there are "clear signs" from car makers that chip challenges are easing.</p><p>And on Thursday, chemicals giant Dow Inc. said it had "higher supply availability" for its industrial solutions and for its coatings & performance monomers business.</p><p>The news on the labor market is less cheery, however. The challenge of finding train conductor trainees, for example, led <a href=\"https://laohu8.com/S/NSCO.WS\">Norfolk Southern Corp</a>. <a href=\"https://laohu8.com/S/NSC\">$(NSC)$</a> to put out an unusual release, highlighting an increase in hourly pay to a minimum of $25 and biweekly on-the-job training incentive of $300.</p><p>Atlanta, Ga.-based Norfolk said conductor trainees in priority locations can earn up to $5,000 in starting bonuses and expect first-year pay of an average $67,000, along with benefits including a pension, a 401 (k) savings option and healthcare coverage</p><p>Those locations include some economically depressed ones: Bellevue, Ohio, Fort Wayne, Indiana, Binghamton, New York, Harrisburg, Pennsylvania, Cincinnati, Ohio, Louisville, Kentucky, Conway, Pennsylvania, Peru, Indiana, Decatur, Illinois, Princeton, Indiana, Elkhart, Indiana and Roanoke, Virginia.</p><p>The challenge of finding railroad workers showed up in CSX's earnings too. Chief Executive Jim Foote told analysts on the company's earnings call that it was having trouble hiring and retaining workers.</p><p>"We are not alone in facing this problem," said Foote, according to a FactSet transcript. "The labor market is tight. Prospective recruits have many job options."</p><p>Read now:'People will freak out': The cloud boom is coming back to Earth, and that could be scary for tech stocks</p><p>Twitter may be right. Elon is hurting its business</p><p>When Twitter Inc.'s lawyers asked a Delaware judge Tuesday for a speedy trial that would settle its merger spat with Elon Musk, they argued that the saga's overhang was causing constant harm to the company.</p><p>That topic came up again when Twitter (TWTR) reported downbeat financial results Friday, including a surprise dip in revenue and a sizable $270 million loss. Among factors the company blamed for its revenue miss was "uncertainty related to the pending acquisition" by Musk. The company also pointed to about $33 million in second-quarter costs related to the deal.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253015276","content_text":"There are signs that supply chain woes are easing, while price increases to fight inflation are boosting revenue.Only about one-fifth of the S&P 500 have so far reported second-quarter results, but at least five major talking points have emerged -- some quite surprising -- since earnings season started more than a week ago.A key concern heading into earnings season wasn't what happened during the previous three-month period, but how much companies would lower forward guidance, given growing fears the Federal Reserve's aggressive interest rate increases to fight historically high inflation would tip the U.S. economy into a recession.But with 106 of the 503 S&P 500 companies having reported results through Friday morning, according to FactSet, that expected negative has so far been a positive.For the second quarter, while more companies than usual are beating profit and revenue expectations, they're beating them by narrower-than-usual margins.So far, so goodThrough Friday morning, 75.5% of the companies reporting have been beating consensus analyst projections for earnings per share, by an average of about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.And for revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.More beats by less than the usual amount has led to year-over-year growth in the blended EPS estimate, which includes results from companies that have already reported results and estimates of companies yet to report, to slip to 5.0% from an estimate of 5.7% growth as of March 31, according to FactSet data.The blended estimate for revenue growth has increased to 10.7% from 9.7% at the end of March, FactSet said. That's because companies are not selling more but are selling at higher prices.Meanwhile, despite worries that recession fears would lead to a raft of full-year guidance cuts, that just hasn't been the case. In fact the ratio of negative EPS preannouncements to positive preannouncements has so far been 1.7, according to I/B/E/S data, well below the long-term average of 2.6, and only slightly above the average over the prior four quarters of 1.5.As a result, the FactSet consensus growth estimate for EPS has increased to 9.7% from 9.3% as of March 31, while the growth estimate for revenue has jumped to 10.4% from 8.9%.Jeff Buchbinder, equity strategist for LPL Financial, said earnings are \"well on track\" to grow by more than 5% from last year, given \"solid\" beat rates and \"healthy\" revenue growth, bolstered by higher pricing.\"We believe the revenue environment and corporate productivity are in too good of shape for earnings to contract anytime soon,\" Buchbinder said. \"Bottom line, the pessimism may be overdone.\"Yes, dollar strength is a headwindThat said, there was a worry heading into earnings season that is being fulfilled: The sharp rise in the U.S. dollar will reduce the value of profits and revenue generated from overseas operations.Also read: A strong dollar is stirring trouble for markets: What investors need to know.Here's why a rising dollar can hurt results of multinational companies: The U.S. dollar-Japanese yen exchange rate increased to 135.75 on June 30 from 122.50 on April 1, meaning 10,000 yen in earnings was worth just $73.66 on June 30, down from $81.63 on April 1.So with the U.S. dollar index , which tracks the dollar against a basket of currencies of major trading partners, surging 6.5% during the second-quarter, the biggest quarterly gain since the fourth quarter of 2016, currency translation had a large negative effect on earnings.For example, International Business Machines Corp. $(IBM)$ said earlier this week that second-quarter revenue growth was 9%, but would have been 16% if not for the negative effects of dollar strength. And Dow Inc. $(DOW.NZ)$ said on Thursday that currency decreased sales by 3%, while Johnson & Johnson $(JNJ)$ said unfavorable currency translation reduced its sales growth by 5%.\"This will be a consistent theme that receives significant attention throughout the earnings season,\" said Lindsey Bell, chief markets and money strategist for Ally, especially for the technology sector, in which nearly 60% of the sectors revenue is generated overseas.Snap confirms a grim outlook for big internet companiesFears that ad-supported internet stocks were facing a perfect storm of issues that would show up in second-quarter earnings were realized this week, when Snapchat parent Snap Inc. (SNAP) posted what one analyst called \"terrible\" numbers, as others rushed to downgrade the stock.Snap missed revenue consensus estimates and executives declined to provide a financial forecast while speaking of a second quarter that was \"more challenging than we expected.\" Snap had already warned weeks back that it was bracing for disappointing performance.The company is dealing with issues unique to the evolving social-media landscape as well as a broader macroeconomic storm. Not only does it have to deal with TikTok's rise and lingering privacy-related impacts from Apple Inc. $(AAPL)$, it's also facing an ad-market slowdown that spooked analysts.Read now:As Snap melts down, its founders make sure to protect the people who matter: themselves\"Results suggest a significant deterioration in advertiser demand, which will likely weigh on the sector,\" Piper Sandler analyst Thomas Champion wrote in a note to clients late Thursday.\"When fundamentals change this dramatically, it's hard for us not to change our investment opinion, however belated the call,\" said Evercore's Mark Mahaney, who cut his rating on Snap's stock to in line from outperform.\"We will await a stabilization in revenue growth before considering getting more constructive,\" he added.MoffettNathanson downgraded the stock to market perform. Among other gripes, the analysts there said that \"after spending many years denying that competition from TikTok is an issue, it may turn out that Snap's usage and advertising growth is actually far more challenged than they knew.\"For more, see:Snap's dire ad warnings prompt string of downgrades: 'This stock faces a grim outlook'The report bodes ill for other internet giants that rely on digital ads, including Meta Platforms Inc. $(META.UK)$, Alphabet Inc. $(GOOGL)$ and Apple, all of which report next weekDon't miss:It's the end of 'fantasyland' for Big Tech and its workersSupply chain and labor shortages are still key themesThe supply chain and labor shortages have featured prominently in earnings for the past several quarters and this one is no different so far.But there are finally some signs of improvement in supply chains, as measured by certain indexes.The NY Fed's supply chain index is currently at its best level since March of 2021 -- it hit its worst level in December of 2021, as Tom Lee, head of research at Fundstrat Global Advisors, noted in commentary.Lee cited upbeat comments from Volvo AB , which said semi chip access was improving and production at best levels all year, and railroad operator CSX $(CSX)$ which said there are \"clear signs\" from car makers that chip challenges are easing.And on Thursday, chemicals giant Dow Inc. said it had \"higher supply availability\" for its industrial solutions and for its coatings & performance monomers business.The news on the labor market is less cheery, however. The challenge of finding train conductor trainees, for example, led Norfolk Southern Corp. $(NSC)$ to put out an unusual release, highlighting an increase in hourly pay to a minimum of $25 and biweekly on-the-job training incentive of $300.Atlanta, Ga.-based Norfolk said conductor trainees in priority locations can earn up to $5,000 in starting bonuses and expect first-year pay of an average $67,000, along with benefits including a pension, a 401 (k) savings option and healthcare coverageThose locations include some economically depressed ones: Bellevue, Ohio, Fort Wayne, Indiana, Binghamton, New York, Harrisburg, Pennsylvania, Cincinnati, Ohio, Louisville, Kentucky, Conway, Pennsylvania, Peru, Indiana, Decatur, Illinois, Princeton, Indiana, Elkhart, Indiana and Roanoke, Virginia.The challenge of finding railroad workers showed up in CSX's earnings too. Chief Executive Jim Foote told analysts on the company's earnings call that it was having trouble hiring and retaining workers.\"We are not alone in facing this problem,\" said Foote, according to a FactSet transcript. \"The labor market is tight. Prospective recruits have many job options.\"Read now:'People will freak out': The cloud boom is coming back to Earth, and that could be scary for tech stocksTwitter may be right. Elon is hurting its businessWhen Twitter Inc.'s lawyers asked a Delaware judge Tuesday for a speedy trial that would settle its merger spat with Elon Musk, they argued that the saga's overhang was causing constant harm to the company.That topic came up again when Twitter (TWTR) reported downbeat financial results Friday, including a surprise dip in revenue and a sizable $270 million loss. Among factors the company blamed for its revenue miss was \"uncertainty related to the pending acquisition\" by Musk. The company also pointed to about $33 million in second-quarter costs related to the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024636212,"gmtCreate":1653866685736,"gmtModify":1676535352058,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024636212","repostId":"2239733199","repostType":2,"repost":{"id":"2239733199","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653865624,"share":"https://ttm.financial/m/news/2239733199?lang=&edition=fundamental","pubTime":"2022-05-30 07:07","market":"us","language":"en","title":"GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2239733199","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n U.S. stock and bond markets will be closed Monday for Memorial Day. A h","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n Monday 5/30 \n</p>\n<p>\n Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n Tuesday 5/31 \n</p>\n<p>\n HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n Wednesday 6/1 \n</p>\n<p>\n Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n Thursday 6/2 \n</p>\n<p>\n Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n Friday 6/3 \n</p>\n<p>\n The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch 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: 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\">\nGameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-30 07:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n Monday 5/30 \n</p>\n<p>\n Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n Tuesday 5/31 \n</p>\n<p>\n HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n Wednesday 6/1 \n</p>\n<p>\n Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n Thursday 6/2 \n</p>\n<p>\n Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n Friday 6/3 \n</p>\n<p>\n The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPE":"慧与科技","PCAR":"帕卡","HRL":"荷美尔","LULU":"lululemon athletica","NFLX":"奈飞","NVDA":"英伟达","GME":"游戏驿站","ISBC":"投资者银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239733199","content_text":"By Nicholas Jasinski \n\n\n U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n\n\n HP and Salesforce.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n\n\n There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and PayPal Holdings on Thursday. \n\n\n It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n\n\n Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n\n\n Monday 5/30 \n\n\n Equity and fixed-income markets are closed in observance of Memorial Day. \n\n\n Tuesday 5/31 \n\n\n HP Inc. and Salesforce.com announce earnings. \n\n\n The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n\n\n The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n\n\n Wednesday 6/1 \n\n\n Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n\n\n AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n\n\n Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n\n\n The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n\n\n The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n\n\n Thursday 6/2 \n\n\n Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n\n\n Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n\n\n ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n\n\n Friday 6/3 \n\n\n The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n\n\n Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n\n\n ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about one point less than the April figure. \n\n\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n May 31, 2022 08:33 ET (12:33 GMT)\n\n\n Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887756793,"gmtCreate":1632102017512,"gmtModify":1676530700712,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887756793","repostId":"1117378172","repostType":4,"repost":{"id":"1117378172","kind":"news","pubTimestamp":1631946776,"share":"https://ttm.financial/m/news/1117378172?lang=&edition=fundamental","pubTime":"2021-09-18 14:32","market":"us","language":"zh","title":"特斯拉中国今年前8个月出口近10万辆,零部件本地化率近9成","url":"https://stock-news.laohu8.com/highlight/detail?id=1117378172","media":"上证报","summary":"上证报中国证券网讯 根据特斯拉中国方面9月18日公布的数据，在刚刚过去的2021年8月，特斯拉创造了中国市场单月最好成绩，批发销量达到44264辆，其中出口量突破性的达到31379辆。截至8月，特斯拉中国2021年已经出口了97496辆汽车至欧美、澳大利亚、日本、韩国、新加坡等10多个国家和地区。特斯拉从2013年以进口形式进入中国，再到2019年正式建厂，2020年正式交付国内市场，逐步开启了中国制造特斯拉的国际市场供给。","content":"<div>\n<p>上证报中国证券网讯（记者 俞立严）根据特斯拉中国方面9月18日公布的数据，在刚刚过去的2021年8月，特斯拉创造了中国市场单月最好成绩，批发销量达到44264辆，其中出口量突破性的达到31379辆。截至8月，特斯拉中国2021年已经出口了97496辆汽车至欧美、澳大利亚、日本、韩国、新加坡等10多个国家和地区。特斯拉从2013年以进口形式进入中国，再到2019年正式建厂，2020年正式交付国内市场...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1711219519547450075&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n","source":"lsy1591249548794","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>特斯拉中国今年前8个月出口近10万辆,零部件本地化率近9成</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; 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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\">\n特斯拉中国今年前8个月出口近10万辆,零部件本地化率近9成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 14:32 北京时间 <a href=https://baijiahao.baidu.com/s?id=1711219519547450075&wfr=spider&for=pc><strong>上证报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上证报中国证券网讯（记者 俞立严）根据特斯拉中国方面9月18日公布的数据，在刚刚过去的2021年8月，特斯拉创造了中国市场单月最好成绩，批发销量达到44264辆，其中出口量突破性的达到31379辆。截至8月，特斯拉中国2021年已经出口了97496辆汽车至欧美、澳大利亚、日本、韩国、新加坡等10多个国家和地区。特斯拉从2013年以进口形式进入中国，再到2019年正式建厂，2020年正式交付国内市场...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1711219519547450075&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1626eb8fbfda09384173ea058b0eb875","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://baijiahao.baidu.com/s?id=1711219519547450075&wfr=spider&for=pc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117378172","content_text":"上证报中国证券网讯（记者 俞立严）根据特斯拉中国方面9月18日公布的数据，在刚刚过去的2021年8月，特斯拉创造了中国市场单月最好成绩，批发销量达到44264辆，其中出口量突破性的达到31379辆。截至8月，特斯拉中国2021年已经出口了97496辆汽车至欧美、澳大利亚、日本、韩国、新加坡等10多个国家和地区。特斯拉从2013年以进口形式进入中国，再到2019年正式建厂，2020年正式交付国内市场，逐步开启了中国制造特斯拉的国际市场供给。\n根据乘联会数据，2021年上半年，中国出口市场持续走强，汽车出口量为95万辆，同比增长118%。其中，中国新能源汽车出口量达17.3万辆，同比增长151.3%。乘联会秘书长崔东树指出，特斯拉中国2021年上半年出口量约为5万辆，在中国新能源汽车出口总量中占比近30%。\n根据特斯拉方面的介绍，特斯拉中国将销售区域扩大到欧美、澳大利亚、日本、新加坡等发达国家，由此将中国制造的“高质量、高价值”特斯拉新车送入国际高端市场。\n特斯拉有关人士介绍，从产业链发展来看，特斯拉上海超级工厂不断加速本地化进程。截至2020年底，特斯拉上海超级工厂零部件本地化率已经高达86%，从产业层面带动了上下游产业的快速布局和长足发展，同时也带动上游超百家国内企业数十万工人就业。并在此基础上，形成了上海临港新区等多个新能源特色经济开发区。与此同时，从2017年特斯拉在北京设立科技创新中心，到2018年特斯拉在上海设立研发中心，再到2020年特斯拉在中国搭建工程团队，特斯拉积极推进本土化技术人才培养。","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953639674,"gmtCreate":1673230963599,"gmtModify":1676538802728,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"Good morning","listText":"Good morning","text":"Good morning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953639674","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981602571,"gmtCreate":1666487040193,"gmtModify":1676537760400,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981602571","repostId":"1130690374","repostType":4,"repost":{"id":"1130690374","kind":"news","pubTimestamp":1666672819,"share":"https://ttm.financial/m/news/1130690374?lang=&edition=fundamental","pubTime":"2022-10-25 12:40","market":"us","language":"zh","title":"中金公司：美债2022=石油2020？","url":"https://stock-news.laohu8.com/highlight/detail?id=1130690374","media":"中金点睛","summary":"美债利率大幅下行是大概率事件。","content":"<html><head></head><body><blockquote><b>中金认为，目前美债市场可能已经接近定价“失灵”的边缘，这与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高，美债利率大幅下行是大概率事件。</b></blockquote><p>文/中金大类资产研究：李昭 齐伟 杨晓卿 王汉锋</p><p><b>美债市场流动性已接近2020年3月市场“失灵”时的水平</b></p><p>近日十年期美债利率盘中一度越过4.3%，引发市场关注。我们认为利率定价已经明显脱离均衡价格，受到以下几个因素影响：</p><p><b>1）债券市场流动性过差。</b>目前美联储账户上仍有2万亿美元隔夜逆回购，市场总体不缺美元流动性。但是今年宏观政策与市场波动性太大，同时美债存量增加导致做市商交易困难，美债市场存在严重流动性问题。</p><p>可以用债券定价误差来衡量流动性：把市场上所有美债的久期定价模型的定价误差汇总，这个误差越大，说明市场上的定价扭曲越严重，市场流动性越差。</p><p>定价误差数据显示目前美债市场流动性已经接近2020年3月在疫情影响下市场“失灵”时的水平，当时美联储被迫介入开始“无限量QE”，恢复债券市场正常运行。</p><p>目前美债市场可能已经接近定价“失灵”的边缘，即使投资者认为利率明显偏离合理价格，也不敢逆市加仓交易。</p><p>图表：美债市场流动性已接近2020年3月市场“失灵”时的水平</p><p><img src=\"https://static.tigerbbs.com/01e1bbae6ca2f1267f2a9d51f869a9b8\" tg-width=\"816\" tg-height=\"493\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>图表：美联储账户上仍有2万亿美元规模隔夜逆回购<img src=\"https://static.tigerbbs.com/17fc7ab848330686a233a34f627c3fba\" tg-width=\"841\" tg-height=\"491\" referrerpolicy=\"no-referrer\"/>资料来源：Haver Analytics，中金公司研究部</p><p>图表：近期美债市场波动性过高</p><p><img src=\"https://static.tigerbbs.com/3fe1703f36e6de9e8c690ecbc1be3fc2\" tg-width=\"829\" tg-height=\"498\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>图表：期货市场预期加息终点接近5%<img src=\"https://static.tigerbbs.com/8fd72d6c195ffadcf706bac9f98da2e6\" tg-width=\"772\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p><b>2）英国政策黑天鹅事件成为压垮全球债券市场的最后一根稻草</b>，英国债市直接崩盘，养老金出现偿付危机，全球市场联动波及美债。受流动性偏低制约，虽然目前英国风险已经大幅缓解，美债利率并没有对基本面变化有明显反映。</p><p><b>3）美国8-9月份CPI通胀超出预期</b>，美联储维持鹰派表态，市场预期加息的终点一度接近5%，形成“通胀恐慌”。</p><p><b>2022年的美债行情与2020年的石油行情有相似之处</b></p><p>在全球大类资产中，上一个明显脱离基本面价格的资产可能是石油。2020年初受疫情冲击，石油需求大幅削减，油价断崖式下跌。由于石油是具有确定工业价值的资源品，并且疫情的负面冲击终将过去，只要下跌幅度足够大，理应提供确定性上涨机会。</p><p>2020年3月，市场定价已把当时的困境演绎到极致，而未来形势反转又无悬念，因此投资者选择在油价低位“抄底”。但意外发生，储油能力出现暂时性短缺，交割机制导致油价彻底脱离基本面，WTI石油期货价格4月份跌至-37美元每桶，给投资者造成损失。</p><p>事后来看，选择在2020年3-4月抄底石油的投资者对基本面的判断完全正确，未来2年油价从负数快速上涨到130美元，是全球大类资产中表现最亮眼的资产。如果在4月份承受损失后放弃基本面分析，会错过这波十年一遇的石油超级周期。</p><p>图表：WTI原油价格2020年一度跌至-37美元/桶<img src=\"https://static.tigerbbs.com/daba71b7434bf85b738a81b3dc6446a8\" tg-width=\"795\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>图表：过去两年内，石油是全球大类资产中表现最亮眼的资产（美元计价，全收益回报率）<img src=\"https://static.tigerbbs.com/8a1dee1eb7c5dfd6961744e8398da207\" tg-width=\"1080\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/>资料来源：Wind，Bloomberg，中金公司研究部</p><p>2022年10月的美债形势与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高。</p><p>当前看，通胀居高不下，联储激进紧缩，理应推高利率。但即使假设联储加息至4.8%停止，十年期美债利率均衡价格也仅为3.2%，市场定价已经高于均衡价格接近100bp。</p><p>往前看，美国经济进入衰退已成定局，经济放缓将带来通胀明显改善，我们认为美债利率大幅下行也是大概率事件。但是若10月份抄底美债，也会承受较多损失。</p><p>过去2个月我们对美债市场走势的预测出现较大偏差，但参考2020年的经验，<b>我们认为不宜过度追随趋势而忽视基本面分析的信号。</b></p><p>图表：假设联储加息终点在4.8%，十年期美债利率2022年底的均衡价格在3.2%左右<img src=\"https://static.tigerbbs.com/833929fa8e4b3e0f1b1737570137f9a5\" tg-width=\"842\" tg-height=\"526\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p><b>美债利率预测，我们看对了什么，看错了什么，学到了什么</b></p><p>我们于2021年12月预测2022年美债利率大幅上行，2022年4月预测利率双向波动，6月预测利率大幅回落，随后转为中性，至此我们对于市场形势的预测基本兑现。</p><p>但9月份以来，我们没有预测到美债利率从3%骤升至4.3%，主要由于没有充分考虑“非线性”与“小概率”事件的影响：</p><p>图表：我们准确判断出美债利率2021年底开始的上行趋势以及2022年6月后的回落趋势，但没有预测到美债利率冲高到4%以上<img src=\"https://static.tigerbbs.com/3e6c25f6fe73d99757f5ed5f75b075a7\" tg-width=\"833\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>首先，美债利率大幅上行归根结底是CPI通胀增速超预期的结果。我们对CPI的预测模型建立在经济数据的统计规律之上，隐含假设是数据的领先滞后关系可以根据历史规律线性外推，但近期通胀上涨幅度超出模型预测。</p><p>其次，我们没有预测到英国政策意外与养老金危机。我们事前假设英国政府决策会符合理性与常识，但这一假设受到挑战，英国政策黑天鹅事件最终冲垮了美欧国债市场。</p><p>吸取过去两个月的经验，我们认为疫情后世界的“非线性”需要更多关注，我们的基本面分析只能得出资产价格的平均路径与终点价格，但非线性事件可能使资产价格波动增大，完全可以大幅脱离均衡价格，并且需要更长的时间收敛至均衡价格。</p><p><b>因此，虽然我们维持十年期美债利率下行至3%的预测不变，但将观点兑现的时间延长至2022Q4-2023Q1。</b></p><p><b>预测资产价格需要关注新的非线性事件——金融市场风险</b></p><p>10月份以前，大部分的非线性事件都推高美债利率，现在可能有一类非线性事件——金融市场风险——成为压低美债利率的力量。美联储可以选择牺牲经济增长控制通胀，但是可能无法接受金融市场紊乱与金融危机。</p><p>本次加息周期速度快于历史上大部分加息周期，但当前金融市场的复杂程度远远超过几十年以前，一些机构与市场可能难以适应突如其来的高利率环境。</p><p>以英国危机为例，在英债崩盘后，暴露了养老金LDI投资的杠杆率问题，英国央行也被迫选择以“暂时性QE”的形势稳定市场。我们认为其他国家的市场可能隐藏类似的问题，金融市场震荡后政策应对也可能接近英国央行的选择。</p><p>目前除美债市场运行已经暴露问题以外，我们认为发达市场高收益公司债与新兴市场主权债的风险积累也不容忽视。事实上，近期华尔街日报报道联储官员已经开始关注“紧缩过度”风险，并有可能在12月美联储会议上放慢加息速度。</p><p>尽管并非基准情景，但我们认为需要考虑美联储2023年提前调整加息与缩表政策的可能性。美债利率2023年可能继续宽幅震荡，但最终下行幅度可能超出预期。</p><p>图表：本次加息周期速度快于历史上大部分加息周期<img src=\"https://static.tigerbbs.com/069d60f2e3758a0a52d29b94446fa19e\" tg-width=\"834\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>图表：英国宣布购债计划后英国长端利率急跌<img src=\"https://static.tigerbbs.com/5e93df97be61997498ed3e69b299ae65\" tg-width=\"836\" tg-height=\"551\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p></body></html>","source":"zjdj","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>中金公司：美债2022=石油2020？</title>\n<style 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}\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\">\n中金公司：美债2022=石油2020？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 12:40 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd><strong>中金点睛</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中金认为，目前美债市场可能已经接近定价“失灵”的边缘，这与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高，美债利率大幅下行是大概率事件。文/中金大类资产研究：李昭 齐伟 杨晓卿 王汉锋美债市场流动性已接近2020年3月市场“失灵”时的水平近日十年期美债利率盘中一度越过4.3%，引发市场关注。我们认为利率定价已经明显脱离均衡价格，受到以下几个因素影响：...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eb1600a275cdb440167b676a1a207e1","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130690374","content_text":"中金认为，目前美债市场可能已经接近定价“失灵”的边缘，这与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高，美债利率大幅下行是大概率事件。文/中金大类资产研究：李昭 齐伟 杨晓卿 王汉锋美债市场流动性已接近2020年3月市场“失灵”时的水平近日十年期美债利率盘中一度越过4.3%，引发市场关注。我们认为利率定价已经明显脱离均衡价格，受到以下几个因素影响：1）债券市场流动性过差。目前美联储账户上仍有2万亿美元隔夜逆回购，市场总体不缺美元流动性。但是今年宏观政策与市场波动性太大，同时美债存量增加导致做市商交易困难，美债市场存在严重流动性问题。可以用债券定价误差来衡量流动性：把市场上所有美债的久期定价模型的定价误差汇总，这个误差越大，说明市场上的定价扭曲越严重，市场流动性越差。定价误差数据显示目前美债市场流动性已经接近2020年3月在疫情影响下市场“失灵”时的水平，当时美联储被迫介入开始“无限量QE”，恢复债券市场正常运行。目前美债市场可能已经接近定价“失灵”的边缘，即使投资者认为利率明显偏离合理价格，也不敢逆市加仓交易。图表：美债市场流动性已接近2020年3月市场“失灵”时的水平资料来源：Bloomberg，中金公司研究部图表：美联储账户上仍有2万亿美元规模隔夜逆回购资料来源：Haver Analytics，中金公司研究部图表：近期美债市场波动性过高资料来源：Bloomberg，中金公司研究部图表：期货市场预期加息终点接近5%资料来源：Bloomberg，中金公司研究部2）英国政策黑天鹅事件成为压垮全球债券市场的最后一根稻草，英国债市直接崩盘，养老金出现偿付危机，全球市场联动波及美债。受流动性偏低制约，虽然目前英国风险已经大幅缓解，美债利率并没有对基本面变化有明显反映。3）美国8-9月份CPI通胀超出预期，美联储维持鹰派表态，市场预期加息的终点一度接近5%，形成“通胀恐慌”。2022年的美债行情与2020年的石油行情有相似之处在全球大类资产中，上一个明显脱离基本面价格的资产可能是石油。2020年初受疫情冲击，石油需求大幅削减，油价断崖式下跌。由于石油是具有确定工业价值的资源品，并且疫情的负面冲击终将过去，只要下跌幅度足够大，理应提供确定性上涨机会。2020年3月，市场定价已把当时的困境演绎到极致，而未来形势反转又无悬念，因此投资者选择在油价低位“抄底”。但意外发生，储油能力出现暂时性短缺，交割机制导致油价彻底脱离基本面，WTI石油期货价格4月份跌至-37美元每桶，给投资者造成损失。事后来看，选择在2020年3-4月抄底石油的投资者对基本面的判断完全正确，未来2年油价从负数快速上涨到130美元，是全球大类资产中表现最亮眼的资产。如果在4月份承受损失后放弃基本面分析，会错过这波十年一遇的石油超级周期。图表：WTI原油价格2020年一度跌至-37美元/桶资料来源：Bloomberg，中金公司研究部图表：过去两年内，石油是全球大类资产中表现最亮眼的资产（美元计价，全收益回报率）资料来源：Wind，Bloomberg，中金公司研究部2022年10月的美债形势与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高。当前看，通胀居高不下，联储激进紧缩，理应推高利率。但即使假设联储加息至4.8%停止，十年期美债利率均衡价格也仅为3.2%，市场定价已经高于均衡价格接近100bp。往前看，美国经济进入衰退已成定局，经济放缓将带来通胀明显改善，我们认为美债利率大幅下行也是大概率事件。但是若10月份抄底美债，也会承受较多损失。过去2个月我们对美债市场走势的预测出现较大偏差，但参考2020年的经验，我们认为不宜过度追随趋势而忽视基本面分析的信号。图表：假设联储加息终点在4.8%，十年期美债利率2022年底的均衡价格在3.2%左右资料来源：Bloomberg，中金公司研究部美债利率预测，我们看对了什么，看错了什么，学到了什么我们于2021年12月预测2022年美债利率大幅上行，2022年4月预测利率双向波动，6月预测利率大幅回落，随后转为中性，至此我们对于市场形势的预测基本兑现。但9月份以来，我们没有预测到美债利率从3%骤升至4.3%，主要由于没有充分考虑“非线性”与“小概率”事件的影响：图表：我们准确判断出美债利率2021年底开始的上行趋势以及2022年6月后的回落趋势，但没有预测到美债利率冲高到4%以上资料来源：Bloomberg，中金公司研究部首先，美债利率大幅上行归根结底是CPI通胀增速超预期的结果。我们对CPI的预测模型建立在经济数据的统计规律之上，隐含假设是数据的领先滞后关系可以根据历史规律线性外推，但近期通胀上涨幅度超出模型预测。其次，我们没有预测到英国政策意外与养老金危机。我们事前假设英国政府决策会符合理性与常识，但这一假设受到挑战，英国政策黑天鹅事件最终冲垮了美欧国债市场。吸取过去两个月的经验，我们认为疫情后世界的“非线性”需要更多关注，我们的基本面分析只能得出资产价格的平均路径与终点价格，但非线性事件可能使资产价格波动增大，完全可以大幅脱离均衡价格，并且需要更长的时间收敛至均衡价格。因此，虽然我们维持十年期美债利率下行至3%的预测不变，但将观点兑现的时间延长至2022Q4-2023Q1。预测资产价格需要关注新的非线性事件——金融市场风险10月份以前，大部分的非线性事件都推高美债利率，现在可能有一类非线性事件——金融市场风险——成为压低美债利率的力量。美联储可以选择牺牲经济增长控制通胀，但是可能无法接受金融市场紊乱与金融危机。本次加息周期速度快于历史上大部分加息周期，但当前金融市场的复杂程度远远超过几十年以前，一些机构与市场可能难以适应突如其来的高利率环境。以英国危机为例，在英债崩盘后，暴露了养老金LDI投资的杠杆率问题，英国央行也被迫选择以“暂时性QE”的形势稳定市场。我们认为其他国家的市场可能隐藏类似的问题，金融市场震荡后政策应对也可能接近英国央行的选择。目前除美债市场运行已经暴露问题以外，我们认为发达市场高收益公司债与新兴市场主权债的风险积累也不容忽视。事实上，近期华尔街日报报道联储官员已经开始关注“紧缩过度”风险，并有可能在12月美联储会议上放慢加息速度。尽管并非基准情景，但我们认为需要考虑美联储2023年提前调整加息与缩表政策的可能性。美债利率2023年可能继续宽幅震荡，但最终下行幅度可能超出预期。图表：本次加息周期速度快于历史上大部分加息周期资料来源：Bloomberg，中金公司研究部图表：英国宣布购债计划后英国长端利率急跌资料来源：Bloomberg，中金公司研究部","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051345581,"gmtCreate":1654648091043,"gmtModify":1676535484317,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051345581","repostId":"1199236151","repostType":4,"repost":{"id":"1199236151","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":1654645026,"share":"https://ttm.financial/m/news/1199236151?lang=&edition=fundamental","pubTime":"2022-06-08 07:37","market":"hk","language":"zh","title":"昨夜今晨 | 能源股力挺美股盘中转涨，中概继续走强惊艳","url":"https://stock-news.laohu8.com/highlight/detail?id=1199236151","media":"老虎资讯综合","summary":"摘要：①隔夜美股收高，三大指数均涨近1%；②美油收高0.77%，创三个月新高，布油涨0.89%，纽约黄金期货收高0.5%；③拜登宣布：美国进入能源紧急状态。④世行大幅下调今年经济增长预期至2.9%，警","content":"<html><head></head><body><blockquote>摘要：①隔夜美股收高，三大指数均涨近1%；②美油收高0.77%，创三个月新高，布油涨0.89%，纽约黄金期货收高0.5%；③拜登宣布：美国进入能源紧急状态。④世行大幅下调今年经济增长预期至2.9%，警示滞涨风险上升。</blockquote><p>海外市场</p><p>1、美股三大指数均涨近1% 能源股强劲：<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/COP\">康菲石油</a>涨超4%</p><p>美股周二收高。美国国债收益率下降提振了市场情绪。市场仍在评估美国第二大零售商<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>发布的业绩预警。美国财长耶伦称，美国正面临“不可接受的通货膨胀水平”的挑战。截止收盘，纳指涨0.94%，道指涨0.8%，标普500指数涨0.95%。</p><p>大型科技股普遍上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.76%，Meta涨0.72%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.28%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.40%，奈飞涨0.75%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.43%。能源股表现强劲，埃克森美孚、康菲石油涨超4%，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>涨超3%。</p><p>2、热门中概股延续反弹势头<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超10%领跑</p><p>热门中概股延续反弹势头，电商、在线教育、新能源车板块普涨。</p><p>其中，拼多多涨超10%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超5%；<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超16%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近10%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超9%；<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超2%。</p><p>3、欧股集体收跌德国DAX30指数跌0.67%</p><p>欧股集体收跌，德国DAX30指数跌0.67%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.14%，法国CAC40指数跌0.74%，欧洲斯托克50指数跌0.87%。</p><p>4、美国WTI原油周二收高0.77% 逼近120美元创三个月新高</p><p>美国原油期货价格周二收高。市场仍在评估风险偏好与紧张的原油市场供应状况。</p><p>最终，美油7月期货价格收涨0.77%，收于每桶119.41美元，刷新上周五所创的3月8日以来主力合约收盘高位。布伦特8月原油期货收涨0.89%，报120.57美元/桶，逼近上周二7月合约突破122美元所创的3月8日以来高位。</p><p>5、纽约黄金期货周二收高0.5%</p><p>纽约黄金期货价格周二收高。通胀担忧加剧了对贵金属的避险买盘，而且美国国债收益率下降则使金价获得进一步支撑。</p><p>最终，纽约商品交易所8月交割的黄金期货收涨0.5%，报收于每盎司1852.10美元。</p><p>国际宏观</p><p>1、拜登宣布：美国进入能源紧急状态</p><p>据环球网援引今日俄罗斯(RT)报道，美国总统拜登6日宣布美国进入能源紧急状态，称潜在的电力供应短缺已经危及到美国的国家安全和生活质量。RT称，拜登将出现这一危机的部分原因归咎于俄罗斯。</p><p>报道称，拜登在紧急声明中说，“多种因素正在威胁美国提供足够电力，以满足预期的消费者需求的能力”，“这些因素包括俄罗斯‘入侵’乌克兰导致的能源市场中断，以及气候变化加剧的极端天气事件。”</p><p>2、世行大幅下调今年经济增长预期至2.9% 警示滞涨风险上升</p><p>当地时间周二(6月7日)，世界银行在其最新一期《全球经济展望》报告中大幅下调了今年全球增长预期，理由是俄乌冲突加剧了全球经济的放缓，许多国家面临经济衰退。</p><p>3、耶伦为拜登经济政策辩护：高通胀遍布全球 皆因俄乌局势影响</p><p>当地时间周二(6月7日)，美国财政部长耶伦在参议院财政委员会听证会上表示，美国通货膨胀居高不下，正处于“不可接受的水平”。</p><p>耶伦说道：“尽管我非常希望通胀现在就下降，但我确实预计它还将保持在高位。”耶伦明日还将在众议院筹款委员会作证，讨论总统拜登的2023财年预算。</p><p>她补充称，拜登总统预算要求中包含的美国4.7%的通货膨胀预测可能将被上调，“数字并没有被锁定，可能会更高。”这与她上周的一次演讲内容相呼应，当时她承认过去对“暂时性”通胀的看法是错误的。</p><p>4、美联储预测模型显示美国经济或处于衰退边缘</p><p>在周二发布的更新数据中，亚特兰大联储的GDPNow预测模型指向美国二季度的年化增长率仅为0.9%。</p><p>GDPNow实时跟踪经济数据，并用其预测经济走向。该模型目前对二季度实际GDP增长(经季节性调整的年增长率)的预估为0.9%，低于6月1日的1.3%。</p><p>连续两个季度GDP为负通常被认为是经济衰退。美国国家经济研究局表示，该经验法则通常是正确的，但并非总是如此。例如，2020年的经济衰退只出现了一个季度的负增长。</p><p>5、美联储隔夜逆回购工具使用量激增至创纪录新高</p><p>由于投资者仍在寻找安置短期现金的地方，美联储隔夜逆回购使用量再次达到历史高位。</p><p>98位参与者进行了总计2.091万亿美元的逆回购操作，前高点是5月23日创下的2.045万亿美元。周二的数字比前一个交易日高出513亿美元。</p><p>6、美国财政部扩大购买俄罗斯债券的禁令</p><p>美国财政部颁布禁令，阻止美国投资者在二级市场购买俄罗斯债券，这是对现有政策的扩展。现有政策仅禁止购买新发行的俄罗斯政府债券和部分俄罗斯企业债券。</p><p>7、黑田东彦重申维持宽松政策，美日续创20年新高</p><p>日本央行行长黑田东彦表示，将以收益率曲线控制(YCC)为支柱，保持强有力的宽松政策。周二美元兑日元盘中一度站上133关口，续创20年新高.</p><p>8、印尼调整棕榈油出口税以加速棕榈油出口</p><p>印尼贸易部官员称，将毛棕榈油出口税(tax)的最大值提高至288美元/吨，将出口专项税(levy)的最大值降低至200美元/吨。此次调整旨在加速棕榈油出口。</p><p>俄乌局势</p><p>1、俄军：已控制大部分地区，摧毁2门美制榴弹炮</p><p>据央视新闻消息，当地时间6月7日，俄罗斯国防部长绍伊古表示，俄军已经控制了斯维亚托戈尔斯克在内的顿涅茨克和卢甘斯克大部分地区，目前已完全控制了北顿涅茨克的居民区。此外，绍伊古称，自俄军2月24日在乌克兰发起特别军事行动以来，共有6489名乌军士兵投降。</p><p>7日当天，俄罗斯国防部发言人科纳申科夫在新闻发布会上表示，俄军一天消灭乌军570多人，击落12架无人机，一天内摧毁挪威提供给乌克兰的一辆自行榴弹炮和美国提供的2门榴弹炮。</p><p>2、普京：俄罗斯国内的通货膨胀已得到控制</p><p>俄罗斯总统普京表示，俄罗斯国内的通货膨胀已得到控制，他责令俄罗斯政府应当帮助经济部门渡过目前的难关。普京还称，外汇市场稳定，卢布走强允许放松资本管制。</p><p>3、俄防长绍伊古：俄军已经控制顿涅茨克和卢甘斯克大部分地区</p><p>俄罗斯国防部长绍伊古表示，俄军已经控制了斯维亚托戈尔斯克在内的顿涅茨克和卢甘斯克大部分地区，目前已完全控制了北顿涅茨克的居民区。</p><p>4、乌外交部：任何不考虑乌利益的解除对乌港口封锁的协议都将被拒绝</p><p>乌克兰外交部发表声明称，目前乌克兰、土耳其和俄罗斯之间没有就解除对乌克兰港口“封锁”问题达成协议。乌克兰强调，必须在所有相关方的参与下做出决定，任何不考虑乌克兰利益的协议都将被拒绝。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/1189630255\" target=\"_blank\">燃爆！比亚迪市值超越大众 跻身全球前三</a></p><p>6月7日，全球车企市值最新排行榜显示，比亚迪超过大众汽车集团，排位跃升至第三名，总市值达1272.3亿美元。同时，比亚迪也是前10榜单中唯一的中国车企。</p><p>2、<a href=\"https://laohu8.com/NW/2241889712\" target=\"_blank\">收购推特交易再生变数？马斯克发起的融资谈判据称已被暂时搁置</a></p><p>据媒体援引消息人士报道，鉴于交易中的不确定性，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克为收购推特而进行的融资已被暂时搁置，直到收购交易的前景变得更加明朗。</p><p>3、<a href=\"https://laohu8.com/NW/2241027517\" target=\"_blank\">释放缓和情绪 墨西哥总统提及“尊重”赣锋锂业采矿许可</a></p><p>综合媒体报道，墨西哥总统安德列斯·曼努埃尔·洛佩斯·奥夫拉多尔(简称AMLO)对索诺拉锂矿的前景，给出了缓和气氛的评论。</p><p>周一在墨西哥国家宫举行的新闻发布会上，AMLO也被问及<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>墨西哥采矿权的问题，对此总统表示：“如果他们要求开采锂矿且(协议是)合理有序的，同时还会有一个勘探和生产项目，那么这些(权利)都会得到尊重。”</p><p>4、<a href=\"https://laohu8.com/NW/2241908004\" target=\"_blank\">IBM宣布退出俄罗斯市场，已暂停在俄所有业务</a></p><p>据今日俄罗斯报道，IBM当地时间6月7日宣布，由于俄乌冲突，公司将退出俄罗斯市场。公司首席执行官阿尔温德 克里希纳表示，已经暂停了在俄罗斯的所有业务。当天，公司的俄罗斯网站也显示，无法读取内容。报道称，3月初，IBM就宣布暂停在俄罗斯的商业活动，并终止了与俄军工企业的合作。</p><p>5、诺瓦瓦克斯：旗下新冠疫苗将由印度血清研究所生产</p><p>当地时间周二(6月7日)，诺瓦瓦克斯公司表示，如果获得授权，其新冠疫苗将由印度血清研究所(Serum Institute of India)生产。据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》报道，美国食品药品监督管理局(FDA)顾问周二建议批准诺瓦瓦克斯的新冠疫苗。</p><p>6、<a href=\"https://laohu8.com/NW/2241028097\" target=\"_blank\">亚马逊高管呼吁平台卖家反对美国反垄断立法，遭大多数卖家拒绝</a></p><p>美国国会很可能通过的科技行业反垄断改革正在引起亚马逊的担忧。该公司一名高管最近试图在互联网讨论版上游说第三方卖家，但遭到了大多数卖家的拒绝。许多卖家对亚马逊的立场提出异议，并表示他们打算支持新的立法。新立法将对美国的反垄断法进行彻底改革，限制大型科技公司的权利。</p><p>7、<a href=\"https://laohu8.com/S/603888\">新华网</a>与奥丁科技联合打造超写实<a href=\"https://laohu8.com/S/835670\">数字人</a>“筱竹”</p><p>近日，新华网首个超写实数字人——“筱竹”正式对外发布。 奥丁科技作为合作方，与新华网共同研发、制作了数字人“筱竹”。据介绍，新华网和奥丁科技达成原生数字人IP孵化合作，并启动数字人开发计划。未来新华网与奥丁将共建一系列以数字人为核心的原创IP。</p><p>8、<a href=\"https://laohu8.com/NW/1195127004\" target=\"_blank\">字节跳动考虑出售得物少数股份，估值超100亿美元</a></p><p>知情人士称，字节跳动公司正考虑出售潮鞋在线平台得物(Poizon)少数股权。字节跳动正在就出售较低个位数百分比股份展开谈判，更愿意出售给现有投资者。得物是上海识装信息科技有限公司推出的潮流网购社区，其估值超过100亿美元。得物网站显示，其月活跃用户超过1亿，<a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>、任天堂是其品牌合作伙伴。</p><p>9、董明珠：格力今年不裁员，再招三五千大学生</p><p><a href=\"https://laohu8.com/S/000651\">格力电器</a>董事长兼总裁董明珠在年度股东大会上表示，格力坚持不裁员，而且今年还会再招3000到5000名大学毕业生。对于高翎入股，董明珠称绝对可以放心，投资者不需要有什么疑虑。董明珠同时表示，格力手机不比苹果差。</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>昨夜今晨 | 能源股力挺美股盘中转涨，中概继续走强惊艳</title>\n<style 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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\">\n昨夜今晨 | 能源股力挺美股盘中转涨，中概继续走强惊艳\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-06-08 07:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①隔夜美股收高，三大指数均涨近1%；②美油收高0.77%，创三个月新高，布油涨0.89%，纽约黄金期货收高0.5%；③拜登宣布：美国进入能源紧急状态。④世行大幅下调今年经济增长预期至2.9%，警示滞涨风险上升。</blockquote><p>海外市场</p><p>1、美股三大指数均涨近1% 能源股强劲：<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/COP\">康菲石油</a>涨超4%</p><p>美股周二收高。美国国债收益率下降提振了市场情绪。市场仍在评估美国第二大零售商<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>发布的业绩预警。美国财长耶伦称，美国正面临“不可接受的通货膨胀水平”的挑战。截止收盘，纳指涨0.94%，道指涨0.8%，标普500指数涨0.95%。</p><p>大型科技股普遍上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.76%，Meta涨0.72%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.28%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.40%，奈飞涨0.75%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.43%。能源股表现强劲，埃克森美孚、康菲石油涨超4%，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>涨超3%。</p><p>2、热门中概股延续反弹势头<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超10%领跑</p><p>热门中概股延续反弹势头，电商、在线教育、新能源车板块普涨。</p><p>其中，拼多多涨超10%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超5%；<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超16%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近10%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超9%；<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超2%。</p><p>3、欧股集体收跌德国DAX30指数跌0.67%</p><p>欧股集体收跌，德国DAX30指数跌0.67%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.14%，法国CAC40指数跌0.74%，欧洲斯托克50指数跌0.87%。</p><p>4、美国WTI原油周二收高0.77% 逼近120美元创三个月新高</p><p>美国原油期货价格周二收高。市场仍在评估风险偏好与紧张的原油市场供应状况。</p><p>最终，美油7月期货价格收涨0.77%，收于每桶119.41美元，刷新上周五所创的3月8日以来主力合约收盘高位。布伦特8月原油期货收涨0.89%，报120.57美元/桶，逼近上周二7月合约突破122美元所创的3月8日以来高位。</p><p>5、纽约黄金期货周二收高0.5%</p><p>纽约黄金期货价格周二收高。通胀担忧加剧了对贵金属的避险买盘，而且美国国债收益率下降则使金价获得进一步支撑。</p><p>最终，纽约商品交易所8月交割的黄金期货收涨0.5%，报收于每盎司1852.10美元。</p><p>国际宏观</p><p>1、拜登宣布：美国进入能源紧急状态</p><p>据环球网援引今日俄罗斯(RT)报道，美国总统拜登6日宣布美国进入能源紧急状态，称潜在的电力供应短缺已经危及到美国的国家安全和生活质量。RT称，拜登将出现这一危机的部分原因归咎于俄罗斯。</p><p>报道称，拜登在紧急声明中说，“多种因素正在威胁美国提供足够电力，以满足预期的消费者需求的能力”，“这些因素包括俄罗斯‘入侵’乌克兰导致的能源市场中断，以及气候变化加剧的极端天气事件。”</p><p>2、世行大幅下调今年经济增长预期至2.9% 警示滞涨风险上升</p><p>当地时间周二(6月7日)，世界银行在其最新一期《全球经济展望》报告中大幅下调了今年全球增长预期，理由是俄乌冲突加剧了全球经济的放缓，许多国家面临经济衰退。</p><p>3、耶伦为拜登经济政策辩护：高通胀遍布全球 皆因俄乌局势影响</p><p>当地时间周二(6月7日)，美国财政部长耶伦在参议院财政委员会听证会上表示，美国通货膨胀居高不下，正处于“不可接受的水平”。</p><p>耶伦说道：“尽管我非常希望通胀现在就下降，但我确实预计它还将保持在高位。”耶伦明日还将在众议院筹款委员会作证，讨论总统拜登的2023财年预算。</p><p>她补充称，拜登总统预算要求中包含的美国4.7%的通货膨胀预测可能将被上调，“数字并没有被锁定，可能会更高。”这与她上周的一次演讲内容相呼应，当时她承认过去对“暂时性”通胀的看法是错误的。</p><p>4、美联储预测模型显示美国经济或处于衰退边缘</p><p>在周二发布的更新数据中，亚特兰大联储的GDPNow预测模型指向美国二季度的年化增长率仅为0.9%。</p><p>GDPNow实时跟踪经济数据，并用其预测经济走向。该模型目前对二季度实际GDP增长(经季节性调整的年增长率)的预估为0.9%，低于6月1日的1.3%。</p><p>连续两个季度GDP为负通常被认为是经济衰退。美国国家经济研究局表示，该经验法则通常是正确的，但并非总是如此。例如，2020年的经济衰退只出现了一个季度的负增长。</p><p>5、美联储隔夜逆回购工具使用量激增至创纪录新高</p><p>由于投资者仍在寻找安置短期现金的地方，美联储隔夜逆回购使用量再次达到历史高位。</p><p>98位参与者进行了总计2.091万亿美元的逆回购操作，前高点是5月23日创下的2.045万亿美元。周二的数字比前一个交易日高出513亿美元。</p><p>6、美国财政部扩大购买俄罗斯债券的禁令</p><p>美国财政部颁布禁令，阻止美国投资者在二级市场购买俄罗斯债券，这是对现有政策的扩展。现有政策仅禁止购买新发行的俄罗斯政府债券和部分俄罗斯企业债券。</p><p>7、黑田东彦重申维持宽松政策，美日续创20年新高</p><p>日本央行行长黑田东彦表示，将以收益率曲线控制(YCC)为支柱，保持强有力的宽松政策。周二美元兑日元盘中一度站上133关口，续创20年新高.</p><p>8、印尼调整棕榈油出口税以加速棕榈油出口</p><p>印尼贸易部官员称，将毛棕榈油出口税(tax)的最大值提高至288美元/吨，将出口专项税(levy)的最大值降低至200美元/吨。此次调整旨在加速棕榈油出口。</p><p>俄乌局势</p><p>1、俄军：已控制大部分地区，摧毁2门美制榴弹炮</p><p>据央视新闻消息，当地时间6月7日，俄罗斯国防部长绍伊古表示，俄军已经控制了斯维亚托戈尔斯克在内的顿涅茨克和卢甘斯克大部分地区，目前已完全控制了北顿涅茨克的居民区。此外，绍伊古称，自俄军2月24日在乌克兰发起特别军事行动以来，共有6489名乌军士兵投降。</p><p>7日当天，俄罗斯国防部发言人科纳申科夫在新闻发布会上表示，俄军一天消灭乌军570多人，击落12架无人机，一天内摧毁挪威提供给乌克兰的一辆自行榴弹炮和美国提供的2门榴弹炮。</p><p>2、普京：俄罗斯国内的通货膨胀已得到控制</p><p>俄罗斯总统普京表示，俄罗斯国内的通货膨胀已得到控制，他责令俄罗斯政府应当帮助经济部门渡过目前的难关。普京还称，外汇市场稳定，卢布走强允许放松资本管制。</p><p>3、俄防长绍伊古：俄军已经控制顿涅茨克和卢甘斯克大部分地区</p><p>俄罗斯国防部长绍伊古表示，俄军已经控制了斯维亚托戈尔斯克在内的顿涅茨克和卢甘斯克大部分地区，目前已完全控制了北顿涅茨克的居民区。</p><p>4、乌外交部：任何不考虑乌利益的解除对乌港口封锁的协议都将被拒绝</p><p>乌克兰外交部发表声明称，目前乌克兰、土耳其和俄罗斯之间没有就解除对乌克兰港口“封锁”问题达成协议。乌克兰强调，必须在所有相关方的参与下做出决定，任何不考虑乌克兰利益的协议都将被拒绝。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/1189630255\" target=\"_blank\">燃爆！比亚迪市值超越大众 跻身全球前三</a></p><p>6月7日，全球车企市值最新排行榜显示，比亚迪超过大众汽车集团，排位跃升至第三名，总市值达1272.3亿美元。同时，比亚迪也是前10榜单中唯一的中国车企。</p><p>2、<a href=\"https://laohu8.com/NW/2241889712\" target=\"_blank\">收购推特交易再生变数？马斯克发起的融资谈判据称已被暂时搁置</a></p><p>据媒体援引消息人士报道，鉴于交易中的不确定性，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克为收购推特而进行的融资已被暂时搁置，直到收购交易的前景变得更加明朗。</p><p>3、<a href=\"https://laohu8.com/NW/2241027517\" target=\"_blank\">释放缓和情绪 墨西哥总统提及“尊重”赣锋锂业采矿许可</a></p><p>综合媒体报道，墨西哥总统安德列斯·曼努埃尔·洛佩斯·奥夫拉多尔(简称AMLO)对索诺拉锂矿的前景，给出了缓和气氛的评论。</p><p>周一在墨西哥国家宫举行的新闻发布会上，AMLO也被问及<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>墨西哥采矿权的问题，对此总统表示：“如果他们要求开采锂矿且(协议是)合理有序的，同时还会有一个勘探和生产项目，那么这些(权利)都会得到尊重。”</p><p>4、<a href=\"https://laohu8.com/NW/2241908004\" target=\"_blank\">IBM宣布退出俄罗斯市场，已暂停在俄所有业务</a></p><p>据今日俄罗斯报道，IBM当地时间6月7日宣布，由于俄乌冲突，公司将退出俄罗斯市场。公司首席执行官阿尔温德 克里希纳表示，已经暂停了在俄罗斯的所有业务。当天，公司的俄罗斯网站也显示，无法读取内容。报道称，3月初，IBM就宣布暂停在俄罗斯的商业活动，并终止了与俄军工企业的合作。</p><p>5、诺瓦瓦克斯：旗下新冠疫苗将由印度血清研究所生产</p><p>当地时间周二(6月7日)，诺瓦瓦克斯公司表示，如果获得授权，其新冠疫苗将由印度血清研究所(Serum Institute of India)生产。据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》报道，美国食品药品监督管理局(FDA)顾问周二建议批准诺瓦瓦克斯的新冠疫苗。</p><p>6、<a href=\"https://laohu8.com/NW/2241028097\" target=\"_blank\">亚马逊高管呼吁平台卖家反对美国反垄断立法，遭大多数卖家拒绝</a></p><p>美国国会很可能通过的科技行业反垄断改革正在引起亚马逊的担忧。该公司一名高管最近试图在互联网讨论版上游说第三方卖家，但遭到了大多数卖家的拒绝。许多卖家对亚马逊的立场提出异议，并表示他们打算支持新的立法。新立法将对美国的反垄断法进行彻底改革，限制大型科技公司的权利。</p><p>7、<a href=\"https://laohu8.com/S/603888\">新华网</a>与奥丁科技联合打造超写实<a href=\"https://laohu8.com/S/835670\">数字人</a>“筱竹”</p><p>近日，新华网首个超写实数字人——“筱竹”正式对外发布。 奥丁科技作为合作方，与新华网共同研发、制作了数字人“筱竹”。据介绍，新华网和奥丁科技达成原生数字人IP孵化合作，并启动数字人开发计划。未来新华网与奥丁将共建一系列以数字人为核心的原创IP。</p><p>8、<a href=\"https://laohu8.com/NW/1195127004\" target=\"_blank\">字节跳动考虑出售得物少数股份，估值超100亿美元</a></p><p>知情人士称，字节跳动公司正考虑出售潮鞋在线平台得物(Poizon)少数股权。字节跳动正在就出售较低个位数百分比股份展开谈判，更愿意出售给现有投资者。得物是上海识装信息科技有限公司推出的潮流网购社区，其估值超过100亿美元。得物网站显示，其月活跃用户超过1亿，<a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>、任天堂是其品牌合作伙伴。</p><p>9、董明珠：格力今年不裁员，再招三五千大学生</p><p><a href=\"https://laohu8.com/S/000651\">格力电器</a>董事长兼总裁董明珠在年度股东大会上表示，格力坚持不裁员，而且今年还会再招3000到5000名大学毕业生。对于高翎入股，董明珠称绝对可以放心，投资者不需要有什么疑虑。董明珠同时表示，格力手机不比苹果差。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199236151","content_text":"摘要：①隔夜美股收高，三大指数均涨近1%；②美油收高0.77%，创三个月新高，布油涨0.89%，纽约黄金期货收高0.5%；③拜登宣布：美国进入能源紧急状态。④世行大幅下调今年经济增长预期至2.9%，警示滞涨风险上升。海外市场1、美股三大指数均涨近1% 能源股强劲：埃克森美孚、康菲石油涨超4%美股周二收高。美国国债收益率下降提振了市场情绪。市场仍在评估美国第二大零售商塔吉特发布的业绩预警。美国财长耶伦称，美国正面临“不可接受的通货膨胀水平”的挑战。截止收盘，纳指涨0.94%，道指涨0.8%，标普500指数涨0.95%。大型科技股普遍上涨，苹果涨1.76%，Meta涨0.72%，谷歌涨0.28%，微软涨1.40%，奈飞涨0.75%，亚马逊跌1.43%。能源股表现强劲，埃克森美孚、康菲石油涨超4%，斯伦贝谢涨超3%。2、热门中概股延续反弹势头拼多多涨超10%领跑热门中概股延续反弹势头，电商、在线教育、新能源车板块普涨。其中，拼多多涨超10%，阿里巴巴涨超5%；高途涨超16%，哔哩哔哩涨近10%，网易有道涨超9%；小鹏汽车涨超3%，蔚来、理想汽车涨超2%。3、欧股集体收跌德国DAX30指数跌0.67%欧股集体收跌，德国DAX30指数跌0.67%，英国富时100指数跌0.14%，法国CAC40指数跌0.74%，欧洲斯托克50指数跌0.87%。4、美国WTI原油周二收高0.77% 逼近120美元创三个月新高美国原油期货价格周二收高。市场仍在评估风险偏好与紧张的原油市场供应状况。最终，美油7月期货价格收涨0.77%，收于每桶119.41美元，刷新上周五所创的3月8日以来主力合约收盘高位。布伦特8月原油期货收涨0.89%，报120.57美元/桶，逼近上周二7月合约突破122美元所创的3月8日以来高位。5、纽约黄金期货周二收高0.5%纽约黄金期货价格周二收高。通胀担忧加剧了对贵金属的避险买盘，而且美国国债收益率下降则使金价获得进一步支撑。最终，纽约商品交易所8月交割的黄金期货收涨0.5%，报收于每盎司1852.10美元。国际宏观1、拜登宣布：美国进入能源紧急状态据环球网援引今日俄罗斯(RT)报道，美国总统拜登6日宣布美国进入能源紧急状态，称潜在的电力供应短缺已经危及到美国的国家安全和生活质量。RT称，拜登将出现这一危机的部分原因归咎于俄罗斯。报道称，拜登在紧急声明中说，“多种因素正在威胁美国提供足够电力，以满足预期的消费者需求的能力”，“这些因素包括俄罗斯‘入侵’乌克兰导致的能源市场中断，以及气候变化加剧的极端天气事件。”2、世行大幅下调今年经济增长预期至2.9% 警示滞涨风险上升当地时间周二(6月7日)，世界银行在其最新一期《全球经济展望》报告中大幅下调了今年全球增长预期，理由是俄乌冲突加剧了全球经济的放缓，许多国家面临经济衰退。3、耶伦为拜登经济政策辩护：高通胀遍布全球 皆因俄乌局势影响当地时间周二(6月7日)，美国财政部长耶伦在参议院财政委员会听证会上表示，美国通货膨胀居高不下，正处于“不可接受的水平”。耶伦说道：“尽管我非常希望通胀现在就下降，但我确实预计它还将保持在高位。”耶伦明日还将在众议院筹款委员会作证，讨论总统拜登的2023财年预算。她补充称，拜登总统预算要求中包含的美国4.7%的通货膨胀预测可能将被上调，“数字并没有被锁定，可能会更高。”这与她上周的一次演讲内容相呼应，当时她承认过去对“暂时性”通胀的看法是错误的。4、美联储预测模型显示美国经济或处于衰退边缘在周二发布的更新数据中，亚特兰大联储的GDPNow预测模型指向美国二季度的年化增长率仅为0.9%。GDPNow实时跟踪经济数据，并用其预测经济走向。该模型目前对二季度实际GDP增长(经季节性调整的年增长率)的预估为0.9%，低于6月1日的1.3%。连续两个季度GDP为负通常被认为是经济衰退。美国国家经济研究局表示，该经验法则通常是正确的，但并非总是如此。例如，2020年的经济衰退只出现了一个季度的负增长。5、美联储隔夜逆回购工具使用量激增至创纪录新高由于投资者仍在寻找安置短期现金的地方，美联储隔夜逆回购使用量再次达到历史高位。98位参与者进行了总计2.091万亿美元的逆回购操作，前高点是5月23日创下的2.045万亿美元。周二的数字比前一个交易日高出513亿美元。6、美国财政部扩大购买俄罗斯债券的禁令美国财政部颁布禁令，阻止美国投资者在二级市场购买俄罗斯债券，这是对现有政策的扩展。现有政策仅禁止购买新发行的俄罗斯政府债券和部分俄罗斯企业债券。7、黑田东彦重申维持宽松政策，美日续创20年新高日本央行行长黑田东彦表示，将以收益率曲线控制(YCC)为支柱，保持强有力的宽松政策。周二美元兑日元盘中一度站上133关口，续创20年新高.8、印尼调整棕榈油出口税以加速棕榈油出口印尼贸易部官员称，将毛棕榈油出口税(tax)的最大值提高至288美元/吨，将出口专项税(levy)的最大值降低至200美元/吨。此次调整旨在加速棕榈油出口。俄乌局势1、俄军：已控制大部分地区，摧毁2门美制榴弹炮据央视新闻消息，当地时间6月7日，俄罗斯国防部长绍伊古表示，俄军已经控制了斯维亚托戈尔斯克在内的顿涅茨克和卢甘斯克大部分地区，目前已完全控制了北顿涅茨克的居民区。此外，绍伊古称，自俄军2月24日在乌克兰发起特别军事行动以来，共有6489名乌军士兵投降。7日当天，俄罗斯国防部发言人科纳申科夫在新闻发布会上表示，俄军一天消灭乌军570多人，击落12架无人机，一天内摧毁挪威提供给乌克兰的一辆自行榴弹炮和美国提供的2门榴弹炮。2、普京：俄罗斯国内的通货膨胀已得到控制俄罗斯总统普京表示，俄罗斯国内的通货膨胀已得到控制，他责令俄罗斯政府应当帮助经济部门渡过目前的难关。普京还称，外汇市场稳定，卢布走强允许放松资本管制。3、俄防长绍伊古：俄军已经控制顿涅茨克和卢甘斯克大部分地区俄罗斯国防部长绍伊古表示，俄军已经控制了斯维亚托戈尔斯克在内的顿涅茨克和卢甘斯克大部分地区，目前已完全控制了北顿涅茨克的居民区。4、乌外交部：任何不考虑乌利益的解除对乌港口封锁的协议都将被拒绝乌克兰外交部发表声明称，目前乌克兰、土耳其和俄罗斯之间没有就解除对乌克兰港口“封锁”问题达成协议。乌克兰强调，必须在所有相关方的参与下做出决定，任何不考虑乌克兰利益的协议都将被拒绝。公司新闻1、燃爆！比亚迪市值超越大众 跻身全球前三6月7日，全球车企市值最新排行榜显示，比亚迪超过大众汽车集团，排位跃升至第三名，总市值达1272.3亿美元。同时，比亚迪也是前10榜单中唯一的中国车企。2、收购推特交易再生变数？马斯克发起的融资谈判据称已被暂时搁置据媒体援引消息人士报道，鉴于交易中的不确定性，特斯拉CEO埃隆·马斯克为收购推特而进行的融资已被暂时搁置，直到收购交易的前景变得更加明朗。3、释放缓和情绪 墨西哥总统提及“尊重”赣锋锂业采矿许可综合媒体报道，墨西哥总统安德列斯·曼努埃尔·洛佩斯·奥夫拉多尔(简称AMLO)对索诺拉锂矿的前景，给出了缓和气氛的评论。周一在墨西哥国家宫举行的新闻发布会上，AMLO也被问及赣锋锂业墨西哥采矿权的问题，对此总统表示：“如果他们要求开采锂矿且(协议是)合理有序的，同时还会有一个勘探和生产项目，那么这些(权利)都会得到尊重。”4、IBM宣布退出俄罗斯市场，已暂停在俄所有业务据今日俄罗斯报道，IBM当地时间6月7日宣布，由于俄乌冲突，公司将退出俄罗斯市场。公司首席执行官阿尔温德 克里希纳表示，已经暂停了在俄罗斯的所有业务。当天，公司的俄罗斯网站也显示，无法读取内容。报道称，3月初，IBM就宣布暂停在俄罗斯的商业活动，并终止了与俄军工企业的合作。5、诺瓦瓦克斯：旗下新冠疫苗将由印度血清研究所生产当地时间周二(6月7日)，诺瓦瓦克斯公司表示，如果获得授权，其新冠疫苗将由印度血清研究所(Serum Institute of India)生产。据《纽约时报》报道，美国食品药品监督管理局(FDA)顾问周二建议批准诺瓦瓦克斯的新冠疫苗。6、亚马逊高管呼吁平台卖家反对美国反垄断立法，遭大多数卖家拒绝美国国会很可能通过的科技行业反垄断改革正在引起亚马逊的担忧。该公司一名高管最近试图在互联网讨论版上游说第三方卖家，但遭到了大多数卖家的拒绝。许多卖家对亚马逊的立场提出异议，并表示他们打算支持新的立法。新立法将对美国的反垄断法进行彻底改革，限制大型科技公司的权利。7、新华网与奥丁科技联合打造超写实数字人“筱竹”近日，新华网首个超写实数字人——“筱竹”正式对外发布。 奥丁科技作为合作方，与新华网共同研发、制作了数字人“筱竹”。据介绍，新华网和奥丁科技达成原生数字人IP孵化合作，并启动数字人开发计划。未来新华网与奥丁将共建一系列以数字人为核心的原创IP。8、字节跳动考虑出售得物少数股份，估值超100亿美元知情人士称，字节跳动公司正考虑出售潮鞋在线平台得物(Poizon)少数股权。字节跳动正在就出售较低个位数百分比股份展开谈判，更愿意出售给现有投资者。得物是上海识装信息科技有限公司推出的潮流网购社区，其估值超过100亿美元。得物网站显示，其月活跃用户超过1亿，耐克、阿迪达斯、任天堂是其品牌合作伙伴。9、董明珠：格力今年不裁员，再招三五千大学生格力电器董事长兼总裁董明珠在年度股东大会上表示，格力坚持不裁员，而且今年还会再招3000到5000名大学毕业生。对于高翎入股，董明珠称绝对可以放心，投资者不需要有什么疑虑。董明珠同时表示，格力手机不比苹果差。","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958733310,"gmtCreate":1673825174330,"gmtModify":1676538889511,"author":{"id":"3572427473417294","authorId":"3572427473417294","name":"颜伟山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572427473417294","authorIdStr":"3572427473417294"},"themes":[],"htmlText":"Good morning","listText":"Good morning","text":"Good 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