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2021-06-23

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Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises

2021-06-23

⋯

Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China

2021-06-23

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U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations

2021-06-23

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Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?

2021-06-21

Gg

Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation

2021-06-21

Ii

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2021-06-21

Ii

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2021-06-21

Ff

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2021-06-21

Ff

The high point of pullback/retracement is nearly 30%, can CDFG still hold on?

2021-06-21

Hh

The "temptation" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game

2021-06-21

Hh

CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions

2021-06-20

Jssu

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2021-06-20

Dhej

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2021-06-20

Ddi

Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%

2021-06-20

Nddn

Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%

2021-06-19

Bj

Gold prices plummet, U.S. gold stocks crashed, how did A shares react?

2021-06-19

Omg

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2021-06-19

Bb

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2021-06-19

Hh

Gold prices plummet, U.S. gold stocks crashed, how did A shares react?

2021-06-19

Hbb

Gold prices plummet, U.S. gold stocks crashed, how did A shares react?

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19:33","market":"us","language":"zh","title":"Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises","url":"https://stock-news.laohu8.com/highlight/detail?id=1163510991","media":"Barrons巴伦","summary":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考","content":"<p>Baillie Gifford, an Edinburgh-based fund manager, has set a remarkable investment record by separating signal from noise over the past 110 years. 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In the 12 months ended March 31, Scottish Mortgage Investment Trust rose 99%; In the year ending June 15, U.S. With a total return of 73%, the Equity Growth fund ranks among the top in Morningstar's big growth stock category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, Photo: Photograph by Matt Marcus</span></p><p><b>Barron's: Growth stocks are facing challenges after a brilliant 2020. Are you worried about that?</b></p><p><b>Tom Slater</b>: We don't pay attention to short-term fluctuations in stock prices. We focus on interesting companies with long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many people try to focus on predicting economic variables. But they are inherently extremely difficult to predict, if not completely impossible. At the same time, there are many predictable trends in fields such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Tom Slater</b>: The decline in the cost curve of gene sequencing is far greater than the decline in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related fields. Gene sequencing is generating large amounts of medical data, and the cost of processing and storing this data is rapidly falling, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of encoding with 1s and zeros, we use Gs, Ts, As and Cs (guanine, thymine, adenine and cytosine-sequenced nucleic acid bases that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as for HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biomanufacturing processes.</p><p><b>Barron's: Wouldn't Moderna's success attract competitors?</b></p><p><b>Tom Slater</b>: When a technology undergoes drastic changes, not just the evolution of an existing paradigm, it is often difficult for established companies to accept this change. More likely, this technology will empower new businesses and new business models. So far, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective Novel Coronavirus vaccine.</p><p><b>Barron's: Speaking of electric vehicles, Baillie Gifford has cut her Tesla holdings from a peak position of more than 7% to less than 2%. Why is that?</b></p><p><b>Tom Slater</b>: We still have a large stake in Tesla. Part of this is because the sell-off reflects the strength of the company's stock price, as well as the company's operational success in driving the stock price higher. Part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who is the next Tesla in electric vehicles and more broadly?</b></p><p><b>Tom Slater</b>: China is the largest auto market in the world, and I would be surprised if there were no domestic competitors in China to challenge Tesla.<b>We are investors in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached this in a unique way, with a founder and CEO bundling most of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our ownership, Tesla's stock price has fallen by more than 30% 10 times.</p><p>Moderna has platform-type technology with a wide enough application to be very interesting as well. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD) in the retail sector, are attractive, partly because of their ambitions, and they are gradually changing the entire supply chain of their industries.</b></p><p>In Western markets, delivering pre-processed foods began as an alternative to takeout, while in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are getting smaller and smaller, and these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building a reliable fast delivery infrastructure, related industries emerge as the times require.</p><p><b>ByteDance is also very charming</b>。 Its social media subsidiary TikTok has sparked controversy in the U.S., but ByteDance is 95% about China, how rapidly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies led by founders as CEOs?</b></p><p><b>Tom Slater</b>: We want to invest in companies led by people who optimize for long-term results. It's more common in founders, but that's not to say you can't see it in professional CEOs.</p><p>Since 2016, Francis deSouza has served as CEO of Immena. The company has a large revenue base, is highly profitable and is growing in a predictable way. Last year, based on its forecast of the market direction in the next 5 to 10 years, Inmena bid $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this practice, but it's exactly what founders do.</p><p><b>Barron's: Which Private Enterprises Should Investors Watch?</b></p><p><b>Tom Slater</b>: Private companies like ByteDance and SpaceX have a market value of tens of billions of dollars. SpaceX is trying to reduce the cost of getting into space by several orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, which is using 3D printing technology to build rockets.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com. Why?</b></p><p><b>Tom Slater</b>: We have been shareholders of Amazon for 16 years. Before last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still faces some major opportunities. The grocery business is one of them, a massive category that is slowly going online.</p><p>On the other hand, Jeffrey Bezos's retirement from the CEO position is an important factor in our analysis of the company, coupled with the recent retirement of Jeff Wilk, who runs the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive are important for Amazon to get this far, even his partial exit is a reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Tom Slater</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for online sales-especially mobile sales. This company creates a great consumer experience. It allows clients to designate a charity to accept excess floats in their insurance pool, which creates an incentive to not overstate claims. Renters insurance is usually the first insurance product people will buy. If the experience is great, they will consider purchasing the same brand of pet, car or homeowners insurance. Lemonade is building a modern technology stack in an industry where large vendors still run in mainstream frameworks.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits into this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technology, Affirm has created a more consumer-oriented experience, driving more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will the lack of profits become an obstacle to investment?</b></p><p><b>Tom Slater</b>: Whether a company is currently profitable has little to do with how much value it creates. In the case of a software-as-a-service (SAAS) company, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by this transaction can last for decades. As an investor, I want companies to sign as many clients as possible, which means they will lose a lot of money in the beginning. But if they can retain those customers, the value creation could be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>Text | Barron's contributor Lauren R. Rublin</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBerkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2021-06-23 19:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Baillie Gifford, an Edinburgh-based fund manager, has set a remarkable investment record by separating signal from noise over the past 110 years. The firm invests in publicly traded and privately held companies with long-term growth potential, regardless of macroeconomic variables and short-term market volatility.</p><p>The company's long-term investment vision and familiarity with new technologies make Tom Slater, its head of U.S. equity assets and portfolio manager of U.S. stocks and long-term global growth funds, a natural choice for Barron's recent Centennial Roundtable, whose members will be tasked with imagining the next 100 years.</p><p>As a continuation of the conversation, below is an edited interview where we focus on the companies that offer the most exciting investment opportunities. Slater is co-manager with Barron Roundtable member James Anderson, managing the roughly £ 18 bn ($25 bn) Baillie Gifford's Scottish Mortgage Investment Trust (SMT) and the $145 million Baillie Gifford U.S. Equity Growth fund (BGGSX) Co-manager of. Both companies have a five-star rating from Morningstar. In the 12 months ended March 31, Scottish Mortgage Investment Trust rose 99%; In the year ending June 15, U.S. With a total return of 73%, the Equity Growth fund ranks among the top in Morningstar's big growth stock category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, Photo: Photograph by Matt Marcus</span></p><p><b>Barron's: Growth stocks are facing challenges after a brilliant 2020. Are you worried about that?</b></p><p><b>Tom Slater</b>: We don't pay attention to short-term fluctuations in stock prices. We focus on interesting companies with long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many people try to focus on predicting economic variables. But they are inherently extremely difficult to predict, if not completely impossible. At the same time, there are many predictable trends in fields such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Tom Slater</b>: The decline in the cost curve of gene sequencing is far greater than the decline in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related fields. Gene sequencing is generating large amounts of medical data, and the cost of processing and storing this data is rapidly falling, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of encoding with 1s and zeros, we use Gs, Ts, As and Cs (guanine, thymine, adenine and cytosine-sequenced nucleic acid bases that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as for HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biomanufacturing processes.</p><p><b>Barron's: Wouldn't Moderna's success attract competitors?</b></p><p><b>Tom Slater</b>: When a technology undergoes drastic changes, not just the evolution of an existing paradigm, it is often difficult for established companies to accept this change. More likely, this technology will empower new businesses and new business models. So far, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective Novel Coronavirus vaccine.</p><p><b>Barron's: Speaking of electric vehicles, Baillie Gifford has cut her Tesla holdings from a peak position of more than 7% to less than 2%. Why is that?</b></p><p><b>Tom Slater</b>: We still have a large stake in Tesla. Part of this is because the sell-off reflects the strength of the company's stock price, as well as the company's operational success in driving the stock price higher. Part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who is the next Tesla in electric vehicles and more broadly?</b></p><p><b>Tom Slater</b>: China is the largest auto market in the world, and I would be surprised if there were no domestic competitors in China to challenge Tesla.<b>We are investors in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached this in a unique way, with a founder and CEO bundling most of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our ownership, Tesla's stock price has fallen by more than 30% 10 times.</p><p>Moderna has platform-type technology with a wide enough application to be very interesting as well. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD) in the retail sector, are attractive, partly because of their ambitions, and they are gradually changing the entire supply chain of their industries.</b></p><p>In Western markets, delivering pre-processed foods began as an alternative to takeout, while in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are getting smaller and smaller, and these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building a reliable fast delivery infrastructure, related industries emerge as the times require.</p><p><b>ByteDance is also very charming</b>。 Its social media subsidiary TikTok has sparked controversy in the U.S., but ByteDance is 95% about China, how rapidly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies led by founders as CEOs?</b></p><p><b>Tom Slater</b>: We want to invest in companies led by people who optimize for long-term results. It's more common in founders, but that's not to say you can't see it in professional CEOs.</p><p>Since 2016, Francis deSouza has served as CEO of Immena. The company has a large revenue base, is highly profitable and is growing in a predictable way. Last year, based on its forecast of the market direction in the next 5 to 10 years, Inmena bid $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this practice, but it's exactly what founders do.</p><p><b>Barron's: Which Private Enterprises Should Investors Watch?</b></p><p><b>Tom Slater</b>: Private companies like ByteDance and SpaceX have a market value of tens of billions of dollars. SpaceX is trying to reduce the cost of getting into space by several orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, which is using 3D printing technology to build rockets.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com. Why?</b></p><p><b>Tom Slater</b>: We have been shareholders of Amazon for 16 years. Before last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still faces some major opportunities. The grocery business is one of them, a massive category that is slowly going online.</p><p>On the other hand, Jeffrey Bezos's retirement from the CEO position is an important factor in our analysis of the company, coupled with the recent retirement of Jeff Wilk, who runs the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive are important for Amazon to get this far, even his partial exit is a reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Tom Slater</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for online sales-especially mobile sales. This company creates a great consumer experience. It allows clients to designate a charity to accept excess floats in their insurance pool, which creates an incentive to not overstate claims. Renters insurance is usually the first insurance product people will buy. If the experience is great, they will consider purchasing the same brand of pet, car or homeowners insurance. Lemonade is building a modern technology stack in an industry where large vendors still run in mainstream frameworks.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits into this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technology, Affirm has created a more consumer-oriented experience, driving more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will the lack of profits become an obstacle to investment?</b></p><p><b>Tom Slater</b>: Whether a company is currently profitable has little to do with how much value it creates. In the case of a software-as-a-service (SAAS) company, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by this transaction can last for decades. As an investor, I want companies to sign as many clients as possible, which means they will lose a lot of money in the beginning. But if they can retain those customers, the value creation could be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>Text | Barron's contributor Lauren R. Rublin</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9b7f74a62c44767fb8f0a4bfbf0d91bc","relate_stocks":{"PDD":"拼多多","03690":"美团-W","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163510991","content_text":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考虑宏观经济变量和短期市场波动。\n该公司的长期投资视野和对新技术的熟悉程度，使其美国权益资产主管、美股和长期全球增长基金的投资组合经理汤姆·斯莱特(Tom Slater)成为《巴伦周刊》最近举办的百年圆桌会议(Centennial Roundtable)的自然之选，该圆桌会议的成员将负责畅想未来100年。\n作为对话的延续，下文是经过编辑的采访，我们重点关注那些提供最令人兴奋的投资机会的公司。斯莱特与巴伦圆桌会议成员詹姆斯 · 安德森(James Anderson)共同担任联席经理，管理着约180亿英镑(合250亿美元)的 Baillie Gifford’s Scottish Mortgage Investment Trust (SMT) ，并担任1.45亿美元的 Baillie Gifford U.S. Equity Growth fund (BGGSX)的联席经理。这两家公司都获得了晨星的五星评级。在截至3月31日的12个月中，Scottish Mortgage Investment Trust上涨了99% ; 在截至6月15日的一年中，U.S. Equity Growth fund的总回报率为73% ，在晨星公司的大成长股类别中位居前列。\n汤姆·斯莱特(Tom Slater)，图：Photograph by Matt Marcus\n《巴伦周刊》：在经历了2020年的辉煌之后，成长型股票正面临挑战。你对此担心吗？\n汤姆 · 斯莱特：我们不关注股票价格的短期波动。我们专注于那些拥有长期发展机会的有趣公司。我们的平均持有期为5至10年。只有在这样的时间范围内，基本面才能推动股价。\n许多人试图专注于预测经济变量。但它们天生就是极难预测的，如果不是完全不可能的话。与此同时，在通信、计算、机器学习、能源生成和储存、基因测序和合成生物学等领域，有许多可以预测的趋势。我们关注可预测的趋势和它们创造的机会。\n《巴伦周刊》：在我们的百年圆桌会议上，你们观察到生物学领域的一些技术即使不比摩尔定律更好，至少也遵循类似的发展轨迹。投资者应该如何从中获利？\n汤姆 · 斯莱特：基因测序成本曲线的下降幅度，远远大于摩尔定律下计算能力成本下降的幅度。现在，成本下降正在向相关领域扩展。基因测序正在产生大量的医疗数据，处理和存储这些数据的成本正在迅速下降，将机器学习应用于这些数据的成本也在迅速下降。\n一个辅助疗法是我们开始打印（复制）DNA 或 RNA 的能力。莫德纳公司（Moderna，MRNA）正在打印 RNA 序列。我们讨论的是编程生物学，只不过不是用1和0编码，而是用 Gs、 Ts、 As 和 Cs （鸟嘌呤、胸腺嘧啶、腺嘌呤和胞嘧啶ー排序的核酸碱基组成基因组）。\n莫德纳公司基于信使 RNA 生产安全有效疫苗的能力，应该会增强人们对该公司生产疫苗能力的信心，以满足其他巨大的、未被满足的需求，比如针对艾滋病毒/艾滋病。另一家合成生物公司银杏生物工程(Ginkgo Bioworks)将通过与 SPAC合并上市。它正在编写可用于生物制造过程的一串串 DNA 代码。\n《巴伦周刊》：莫德纳的成功不会吸引竞争对手吗？\n汤姆 · 斯莱特：当一项技术经历了剧烈的变化，而不仅仅是现有范式的演变，既有的公司往往很难接受这种变化。更有可能的是，这项技术将会为新的业务和新的商业模式赋能。到目前为止，随着电动汽车或电动汽车的发展，汽车行业一直是这种情况。有趣的是，拥有大型疫苗特许经营权的制药公司还没有研制出有效的新冠病毒疫苗。\n《巴伦周刊》：说到电动汽车，Baillie Gifford已经将持有的特斯拉从7% 以上的峰值仓位削减到不到2%。这是为什么？\n汤姆 · 斯莱特：我们仍然持有大量特斯拉的股份。部分原因在于，这次抛售反映出该公司股价的强劲走势，以及该公司在推动股价上涨方面的运营成功。另一部分原因，这次抛售只是在通盘考虑从这里往上看的各种可能性。\n《巴伦周刊》：在电动汽车和更广泛的领域，谁是下一个特斯拉？\n汤姆 · 斯莱特：中国是世界上最大的汽车市场，如果没有中国国内的竞争者来挑战特斯拉，我会感到惊讶。我们是蔚来（ NIO）的投资者，而蔚来有机会成为这样的参与者。\n是什么样的特性让特斯拉如此有趣？每年销售的汽车超过1亿辆，这是一个巨大的市场。他们以一种独特的方式来处理这个问题，一位创始人兼首席执行官将自己的大部分财富与公司捆绑在一起。特斯拉顽强地追求一个长期愿景，不必过分担心股市的想法。在我们持股期间，特斯拉有10次股价下跌幅度超过30% 。\n莫德纳拥有应用程序足够广泛的平台型技术，因此也非常有趣。制造基因组测序仪器的因美纳公司（Illumina，ILMN）也有类似的机会。中国的公司，比如专注于本地服务的美团（3690），以及零售领域的拼多多（PDD），都很吸引人，部分原因在于它们的雄心壮志，它们正在逐渐改变本行业的整个供应链。\n在西方市场，配送预加工食品最初是作为外卖的替代品，而在中国，这一范围要大得多，因为这里有更多吃预加工食品的文化。在中国，公寓楼里的厨房设计得越来越小，同时这些公寓楼正在高效的食品配送服务基础设施而设计。当你在建设可靠的快速交付基础设施时，相关产业就应运而生。\n字节跳动也非常迷人。它的社交媒体子公司TikTok在美国引发了争议，但字节跳动95% 是关于中国的，这家公司在国内广告市场上的规模成长多么迅速。在中国，由创始人领导的大型企业正在充分利用国内市场的规模优势。\n《巴伦周刊》：你们更喜欢投资由创始人担任CEO领导的公司吗？\n汤姆 · 斯莱特：我们希望投资那些为长期结果而优化的人领导的公司。这在创始人身上更为常见，但这并不是说你不能在职业CEO身上看到。\n自2016年以来，弗朗西斯·德·苏萨（Francis deSouza ）一直担任因美纳公司的首席执行官。该公司有一个庞大的收入基础，利润丰厚，并以可预见的方式增长。去年，基于它对未来5到10年市场走向的预测，因美纳公司出价80亿美元收购了 Grail 公司，这是一家癌症血液检测的预收入开发商。股市并不喜欢这种做法，但这正是创始人该做的事情。\n《巴伦周刊》：投资者应该关注哪些私有企业？\n汤姆 · 斯莱特：像字节跳动和SpaceX这样的私有企业市值高达数百亿美元。SpaceX试图降低进入太空的成本达到几个数量级级别，并且它正在创造一个新的市场: 进入太空的商业途径。我们也是Relativity Space公司的投资者，该公司正在使用3D打印技术制造火箭。\n《巴伦周刊》：最近，你们减少了在亚马逊网站上的持股，为什么？\n汤姆 · 斯莱特：我们作为亚马逊的股东已经有16年了。在去年之前，任何减持都是为了基金内部的多样化。但是亚马逊对我们来说仍然是一个巨大的市场，它仍然面临着一些重大机遇。杂货业务就是其中之一，它是一个正在缓慢线上化的庞大类别。\n另一方面，杰弗里 · 贝佐斯从 CEO 的位置上退下来是我们分析公司的一个重要因素，再加上最近经营消费品业务的杰夫 · 威尔克的退休(贝佐斯将于7月5日成为执行主席)。如果你认为贝佐斯的远见和动力对于亚马逊走到这一步很重要，那么哪怕是他部分的退出，也是更加谨慎的理由。\n《巴伦周刊》：还有什么其他的投资让你兴奋？\n汤姆 · 斯莱特：Lemonade（LMND）最初是一家出售租房保险的公司，这家公司非常适合在线销售——尤其是手机销售。这家公司创造了很棒的消费体验。它允许客户指定一个慈善机构来接受他们保险池中的超额浮动，这就产生了不夸大索赔要求的激励。租房保险通常是人们会购买的第一种保险产品。如果体验很棒，他们会考虑购买同一品牌的宠物、汽车或者房主保险。Lemonade 正在一个大型厂商仍然在主流框架中运行的行业中建立一个现代技术堆栈。\n我们最近投资了10X 基因组公司（10X Genomics，TXG）和递归制药公司（Recursion Pharmaceuticals，RXRX）。共同的主题，再一次是应用信息技术的效率远远超过现有公司。\nAffirm Holdings（AFRM）也符合这一主题。传统上，销售点贷款对于消费者来说是一种糟糕的体验，利率很高，如果你不付款就会受到高额罚款。通过使用新技术，Affirm 创造了一个更加面向消费者的体验，推动了更多人使用该服务。这个模式的跑道很长。\n《巴伦周刊》：在什么情况下，缺少利润将成为投资的阻碍？\n汤姆 · 斯莱特：一家公司目前是否盈利与创造了多少价值几乎没有关系。以软件即服务（SAAS）公司为例，签下一个新客户在第一年可能要花很多钱，但这笔交易所产生的收入流可能会持续数十年。作为一个投资者，我希望公司签下尽可能多的客户，这意味着他们将在一开始损失很多钱。但是，如果他们能够留住这些客户，价值创造可能是海量的。\n《巴伦周刊》：谢谢你，汤姆。\n文｜《巴伦周刊》撰稿人劳伦·R·鲁布林（Lauren R. Rublin）","news_type":1,"symbols_score_info":{"PDD":0.9,"TSLA":0.9,"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":2126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121802645,"gmtCreate":1624457821087,"gmtModify":1703837365593,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"⋯","listText":"⋯","text":"⋯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121802645","repostId":"1152199095","repostType":4,"repost":{"id":"1152199095","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1624448804,"share":"https://ttm.financial/m/news/1152199095?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:46","market":"us","language":"zh","title":"Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1152199095","media":"华尔街见闻","summary":"当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。","content":"<p>Far from the world's financial centre, on the British Peninsula, sits a 110-year-old hardcore investment fund that was unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, fell in love 8 years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is now looking to China amid global economic turmoil.</p><p>According to the Financial Times, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to cope with the drastic changes and technological disruption that may take place in the global market in the next two decades.</b></p><p>Tom Slater, a fund manager of the company, said about investments in China:</p><p>I find that when you communicate with some founders in China, you have to put some doubts aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways every day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>The experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed achieved its daily order target.</p><p>As for the rest of Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Wait are all BG's \"things in the bag\".</p><p>It is worth mentioning that BG Xiangzhong Meituan was listed as early as 3 years ago, and since its IPO in 2018, Meituan's stock price has risen by 319%.</p><p>A similar situation arises in the case of ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The investment of the two has become the potential pinnacle of the BG venture capital field before the IPO. BG entered the venture capital space about a decade ago, with its product, the Scottish Mortgage Trust, now accounting for a fifth of its total assets.</p><p>BG is a British institution established in 1908, which is truly a \"century-old store\" in the asset management industry. In the past 20 years, excellent performance has driven its asset management scale to increase 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset investment portfolios such as equity and fixed income. This figure has been achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some of BG's famous success examples include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna, etc.</p><p>It spent $89 million to build a 2.3 million Tesla position in early 2013, with an average ownership cost of only $38.7; He continued to buy in the next three years, holding about 14 million shares in 2017, and has since been firmly the second shareholder of Tesla. Last year, Tesla's continuous surge caused huge waves in the North American hedge fund industry. Many large and medium-sized funds closed due to shorting Tesla, and BG's floating profit exceeded US $20 billion (equivalent to more than 140 billion yuan).</p><p>Since it first invested in Tesla in 2013, Tesla shares have risen nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's stock price has risen by more than 6,500%; BG held Moderna's stock before its public listing, and its stock price has risen by more than 1,000% in the year since its IPO.</p><p>Over the years, BG has been known for long-term investing. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Real investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very few high-quality companies that are the most competitive, innovative and growth efficient, and achieve excess returns\" is real investment (actual investing).</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestment giants who have tapped Amazon and Tesla: The biggest opportunity is in China\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2021-06-23 19:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Far from the world's financial centre, on the British Peninsula, sits a 110-year-old hardcore investment fund that was unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, fell in love 8 years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is now looking to China amid global economic turmoil.</p><p>According to the Financial Times, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to cope with the drastic changes and technological disruption that may take place in the global market in the next two decades.</b></p><p>Tom Slater, a fund manager of the company, said about investments in China:</p><p>I find that when you communicate with some founders in China, you have to put some doubts aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways every day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>The experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed achieved its daily order target.</p><p>As for the rest of Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Wait are all BG's \"things in the bag\".</p><p>It is worth mentioning that BG Xiangzhong Meituan was listed as early as 3 years ago, and since its IPO in 2018, Meituan's stock price has risen by 319%.</p><p>A similar situation arises in the case of ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The investment of the two has become the potential pinnacle of the BG venture capital field before the IPO. BG entered the venture capital space about a decade ago, with its product, the Scottish Mortgage Trust, now accounting for a fifth of its total assets.</p><p>BG is a British institution established in 1908, which is truly a \"century-old store\" in the asset management industry. In the past 20 years, excellent performance has driven its asset management scale to increase 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset investment portfolios such as equity and fixed income. This figure has been achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some of BG's famous success examples include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna, etc.</p><p>It spent $89 million to build a 2.3 million Tesla position in early 2013, with an average ownership cost of only $38.7; He continued to buy in the next three years, holding about 14 million shares in 2017, and has since been firmly the second shareholder of Tesla. Last year, Tesla's continuous surge caused huge waves in the North American hedge fund industry. Many large and medium-sized funds closed due to shorting Tesla, and BG's floating profit exceeded US $20 billion (equivalent to more than 140 billion yuan).</p><p>Since it first invested in Tesla in 2013, Tesla shares have risen nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's stock price has risen by more than 6,500%; BG held Moderna's stock before its public listing, and its stock price has risen by more than 1,000% in the year since its IPO.</p><p>Over the years, BG has been known for long-term investing. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Real investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very few high-quality companies that are the most competitive, innovative and growth efficient, and achieve excess returns\" is real investment (actual investing).</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3784f27cbe847751b5f227c1d2030e7","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152199095","content_text":"远离世界金融中心的英伦半岛，坐落着一家110年历史的骨灰级投资基金，17年前它就发掘了亚马逊，8年前便相中了特斯拉，全球经济动荡之际，它如今将目光投向了中国。\n据英国金融时报，Baillie Gifford（BG）认为中国是最引人注目的机会来源，以应对未来二十年，全球市场可能发生的剧烈变化和技术颠覆。\n该公司一名基金经理Tom Slater谈及在中国的投资时称：\n\n 我发现，当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。\n\n他回忆说，2015年他在旧金山遇到美团创始人王兴时，觉得每天配送几千万顿外卖的目标“完全是不可能的事”，但投资腾讯的经历又提醒他，“在中国，并非不可能”。于是就在那一年，BG首次投资了美团，如今事实证明，美团确实达成了其每日订单目标。\n其余中概股方面，蔚来、百度、好未来、拼多多等都是BG的“囊中之物”。\n值得一提的是，BG相中美团早在其公开上市3年前，而自2018年IPO以来，美团股价已经上涨了319%。\n类似的情况出现在对字节跳动和阿里巴巴的投资，两者IPO前就已成为BG风投领域潜在的巅峰之作。BG约10年前进入风投领域，以其旗下产品苏格兰抵押贷款信托(Scottish Mortgage Trust)为例，风险投资目前已占其总资产的五分之一。\nBG是一家1908年成立的英国机构，真正资管界的“百年老店”。过去20年里，优秀业绩推动其资管规模增长了15倍，从2000年底的220亿英镑增加到2020年底的3260亿英镑，其中包括权益类、固定收益等多元资产投资组合。这一数字是通过稳定增长，而不是通过合并或收购实现的。\n\n除中国市场外，BG一些著名的成功例子包括特斯拉、亚马逊、Illumina和Moderna等。\n它在2013年初耗资8900万美元建立了230万股的特斯拉头寸，平均持股成本仅38.7美元；随后三年继续买入，2017年持有约1400万股，从此稳居特斯拉二股东席位。去年，特斯拉的连续暴涨在北美对冲基金业掀起巨浪，不少大中型基金因做空特斯拉而关门，BG则浮盈超200亿美元（折合1400亿人民币以上）。\n自其2013年首次投资特斯拉以来，特斯拉股价上涨近9000%。此外，自2004年首次投资亚马逊以来，亚马逊股价涨超6500%；Moderna公开上市前BG便持有其股票，该股IPO以来一年，股价已上涨逾1000%。\n多年来，BG以长期投资著称。在BG公司总部的入口处，写着这家其直观易懂的投资理念——“真正的投资者不会只关注几个季度，他们会放眼数十年（Actual investors think in decades. Not quarters.）”。\n在Baillie Gifford看来，“长期投资于最具竞争力、创新性和成长效率的极少数优质企业，并取得超额回报”，这才是真正的投资（actual investing）。","news_type":1,"symbols_score_info":{"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121806324,"gmtCreate":1624457804168,"gmtModify":1703837363971,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121806324","repostId":"1146565871","repostType":4,"repost":{"id":"1146565871","kind":"news","pubTimestamp":1624455991,"share":"https://ttm.financial/m/news/1146565871?lang=en_US&edition=fundamental","pubTime":"2021-06-23 21:46","market":"us","language":"zh","title":"U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1。","content":"<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-23 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633694\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。\n根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8，不及预期的70和5月前值70.4，不过仍处于较高水平。\n\n在服务业数据的影响之下，Markit美国综合PMI的6月初值录得63.9，较5月的68.7明显下降。\n\n对于本月的经济状况，IHS Markit在数据报告当中指出，就业问题在6月仍然很普遍，因为有专家表示，目前仍难以为现有职位空缺寻找有经验的应聘者。此外，6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓，但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长，而服务业的关注点则是为吸引工人而提出的的高工资，以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示，6月的PMI初值表明，美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落，但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制，而非经济出现降温。\n不过他也表示，虽然价格水平从5月的历史高位出现下滑，但经济目前仍然非常热。商品和服务的价格仍在急升，创纪录的供应短缺正在恶化而非出现改善，企业正在努力填补空缺，而制造业库存的消耗速度也令人担忧，因为企业正在努力满足市场需求。\n此外Chris Williamson还指出，虽然二季度的经济增速或将触及峰值，但后续的通胀峰值则可能远高于此。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121808653,"gmtCreate":1624457792872,"gmtModify":1703837362998,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"：","listText":"：","text":"：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121808653","repostId":"2145929670","repostType":4,"repost":{"id":"2145929670","kind":"highlight","pubTimestamp":1624452183,"share":"https://ttm.financial/m/news/2145929670?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:43","market":"us","language":"zh","title":"Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145929670","media":"金十数据","summary":"市场普遍预期Q2交付量将再创新高，如何把握时机提早布局？","content":"<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears to be \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-23 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears to be \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。\n同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：\n\nQ2交付量预测\n对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计，在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆），这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：\n\n前高盛CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆），第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167425974,"gmtCreate":1624282923098,"gmtModify":1703832375140,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167425974","repostId":"1172790765","repostType":4,"repost":{"id":"1172790765","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":1624269676,"share":"https://ttm.financial/m/news/1172790765?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:01","market":"us","language":"zh","title":"Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1172790765","media":"老虎资讯综合","summary":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣","content":"<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to acquire 51job, which values the human resources services company at about $5.3 billion.</p><p>According to people familiar with the matter, the consortium, which also includes Zhen Ronghui, co-founder and CEO of private equity investment firms Ouling Investment and 51job, is currently in advanced talks to acquire the New York-listed company for about $79.05 per ADS. The agreement could be announced as soon as Monday, said people familiar with the matter, who asked not to be anonymous because the matter was not public.</p><p>This bid represents a 5.9% premium to 51job's most recent closing price, which is equivalent to the initial plan of Dehong Capital last September. According to data compiled by Bloomberg, this will be one of the largest acquisitions by Chinese companies listed in the United States this year.</p><p>According to people familiar with the matter, the consortium's acquisition funds mainly come from domestic banks. Japan's Recruit Holdings Co. is currently 51job's largest shareholder, holding a 34.8% stake, and plans to sell a small stake and continue to hold the remainder.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is expected to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% of the shares together. People familiar with the matter said that negotiations are still going on, and the details and timing of the transaction may change.</p><p>In this regard, 51job said it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-21 18:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to acquire 51job, which values the human resources services company at about $5.3 billion.</p><p>According to people familiar with the matter, the consortium, which also includes Zhen Ronghui, co-founder and CEO of private equity investment firms Ouling Investment and 51job, is currently in advanced talks to acquire the New York-listed company for about $79.05 per ADS. The agreement could be announced as soon as Monday, said people familiar with the matter, who asked not to be anonymous because the matter was not public.</p><p>This bid represents a 5.9% premium to 51job's most recent closing price, which is equivalent to the initial plan of Dehong Capital last September. According to data compiled by Bloomberg, this will be one of the largest acquisitions by Chinese companies listed in the United States this year.</p><p>According to people familiar with the matter, the consortium's acquisition funds mainly come from domestic banks. Japan's Recruit Holdings Co. is currently 51job's largest shareholder, holding a 34.8% stake, and plans to sell a small stake and continue to hold the remainder.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is expected to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% of the shares together. People familiar with the matter said that negotiations are still going on, and the details and timing of the transaction may change.</p><p>In this regard, 51job said it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46494ff0a967fd1461f0d4b570a39e77","relate_stocks":{"JOBS":"前程无忧"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172790765","content_text":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣辉，目前正在进行深入谈判，以每ADS约79.05美元的价格收购这家纽约上市公司。因事未公开而要求匿名的知情人士表示，协议最快可能于周一宣布。\n这一出价比前程无忧的最近收盘价溢价5.9%，与去年9月德弘资本的初始方案相当。根据彭博汇编的数据，这将是今年以来在美上市中资企业规模最大的收购交易之一。\n知情人士称，该财团收购资金主要来自于国内的银行。日本的Recruit Holdings Co.目前是前程无忧最大的股东，持有34.8%的股份，计划出售少量持股，并继续持有剩余股份。\n甄荣辉持有大约19.2%的股份，势将增持至近40%，而德弘资本和鸥翎投资将合共持有超过20%的股份。知情人士称，磋商仍在继续，交易细节和时间可能有变。\n对此，前程无忧表示，不予置评。","news_type":1,"symbols_score_info":{"JOBS":0.9}},"isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167422599,"gmtCreate":1624282907711,"gmtModify":1703832374485,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167422599","repostId":"1115796699","repostType":4,"isVote":1,"tweetType":1,"viewCount":2175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426775,"gmtCreate":1624282889297,"gmtModify":1703832373502,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426775","repostId":"1152151455","repostType":4,"isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426536,"gmtCreate":1624282876225,"gmtModify":1703832373665,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426536","repostId":"1132614785","repostType":4,"isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426828,"gmtCreate":1624282866064,"gmtModify":1703832372516,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426828","repostId":"1169694875","repostType":4,"repost":{"id":"1169694875","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1624271475,"share":"https://ttm.financial/m/news/1169694875?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:31","market":"sh","language":"zh","title":"The high point of pullback/retracement is nearly 30%, can CDFG still hold on?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169694875","media":"格隆汇投资学苑","summary":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本","content":"<p>Hold on, don't panic. Some people say that the fast lane of development in the first 40 years depends on Shenzhen; Looking at Shanghai Pudong on the fast lane thirty years ago; The fast lane in the next twenty years must look at Hainan.</p><p>In 1988, when China's reform and opening up entered its tenth year, Hainan Island broke away from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal town with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed.<b>Hainan has been promoted to a new historical position.</b></p><p>In June 2020, the State Council issued the \"Overall Plan for the Construction of Hainan Free Trade Port\", announcing the construction of a free trade port in Hainan.<b>Among them, the personal duty-free shopping limit will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a giant in Hainan's duty-free industry<a href=\"https://laohu8.com/S/601888\">China CDFG</a>, also ushered in spring. Within 8 months (as of February this year), the stock price rose by more than 280%, reaching a maximum of 403.78 yuan per share.</p><p><b>1. China Duty Free that won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to the largest industry in Hainan-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than 2 times.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchase of outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the ones that were established the latest and were relatively inferior in scale, channels and operations<b>China CDFG ranked fourth with a revenue of 6.1 billion euros, much higher than well-known duty-free merchants such as DFS.</b></p><p>In the third quarter of 2020, when global tourism and consumption were severely hit, the domestic epidemic situation was gradually brought under control. Coupled with favorable tax exemption policies, China CDFG's third-quarter revenue surpassed the top three Dufry, Lotte and Silla, with revenue of US $2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(Operating income of global duty-free merchants in 2020)</p><p><b>In the domestic market, CDFG is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops on outlying islands have been opened in Hainan, occupying two superior geographical locations of transportation hub and commercial center respectively.</p><p>And among the eight companies with duty-free licenses in China, two are directly related to CDFG. Rishang Duty Free Bank has been acquired by CDFG, and Haitu has also been injected into CDFG. With the support of this part, CDFG's market share in 2020 has exceeded 90%.</p><p>Therefore,<b>As the absolute leader in the domestic duty-free industry and the only A-share listed company whose main business is duty-free business, CDFG has been highly sought after by capital</b>, public funds are concentrated in groups, and China CDFG has become one of the heavyweight stocks of public funds in 2020.</p><p>Under the influence of multiple factors, CDFG's stock price has soared, jumping from less than 100 yuan in June 2020 to the highest point of 400 yuan in February 2021.</p><p><b>2. The growth rate is lower than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free merchants such as Shentu, Haifa Control, and Hailv Investment also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute CDFG's market share of more than 90% to about 70%.</b></p><p>At the same time, many enterprises have launched the \"robbing\" of the 9th duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that China CDFG's stock price fell rapidly after the market opened after the year, plunging nearly 30% within 20 days. In addition to the impact of overall market fluctuations after the year,<b>But another important reason is that its performance has failed to provide strong support for the stock price.</b></p><p>On April 13, China CDFG released its first quarter results, achieving total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Achieved a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period last year; Operating profit was 4.458 billion yuan, an increase of 4.776 billion yuan over the same period last year.</p><p>From a numerical perspective,<b>This performance is indeed good, but the vertical comparison growth rate is not impressive. Affected by this, the stock price directly fell to the limit on that day.</b></p><p>In the first quarter of 2021, CDFG achieved high growth in performance, but this high year-on-year growth is above the low base during the worst period of the epidemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China CDFG's growth in the first quarter of this year was only 33%, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>And from another perspective, the surge in CDFG's performance in 2020 is mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, and in the first quarter of 2021 it was 18.1 billion yuan, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the stock price of CDFG has been fluctuating in a box shape in recent months, and it has continued to fall in the past month, and there is a trend of falling below the bottom of the box, from 348 yuan/share at the end of May to the current 281 yuan/share, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China CDFG, which entered the market early, has benefited from the policy by virtue of its leading status as the \"first tax-free stock\", and has achieved exponential growth in less than a year, but this is not driven by performance growth, mainly It is favored by institutional group capital.</p><p>It can be seen from the recent rolling P/E of CDFG that although funds are flowing from high valuations to low valuations and the overall market is pulling back, CDFG's valuation is still at a high historical average level. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>But in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continued stimulation of the dividends of the tax exemption policy on outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader in the current duty-free industry, CDFG's performance will continue to grow, and investors can wait for the appropriate hitting area.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The high point of pullback/retracement is nearly 30%, can CDFG still hold on?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe high point of pullback/retracement is nearly 30%, can CDFG still hold on?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2021-06-21 18:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hold on, don't panic. Some people say that the fast lane of development in the first 40 years depends on Shenzhen; Looking at Shanghai Pudong on the fast lane thirty years ago; The fast lane in the next twenty years must look at Hainan.</p><p>In 1988, when China's reform and opening up entered its tenth year, Hainan Island broke away from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal town with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed.<b>Hainan has been promoted to a new historical position.</b></p><p>In June 2020, the State Council issued the \"Overall Plan for the Construction of Hainan Free Trade Port\", announcing the construction of a free trade port in Hainan.<b>Among them, the personal duty-free shopping limit will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a giant in Hainan's duty-free industry<a href=\"https://laohu8.com/S/601888\">China CDFG</a>, also ushered in spring. Within 8 months (as of February this year), the stock price rose by more than 280%, reaching a maximum of 403.78 yuan per share.</p><p><b>1. China Duty Free that won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to the largest industry in Hainan-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than 2 times.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchase of outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the ones that were established the latest and were relatively inferior in scale, channels and operations<b>China CDFG ranked fourth with a revenue of 6.1 billion euros, much higher than well-known duty-free merchants such as DFS.</b></p><p>In the third quarter of 2020, when global tourism and consumption were severely hit, the domestic epidemic situation was gradually brought under control. Coupled with favorable tax exemption policies, China CDFG's third-quarter revenue surpassed the top three Dufry, Lotte and Silla, with revenue of US $2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(Operating income of global duty-free merchants in 2020)</p><p><b>In the domestic market, CDFG is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops on outlying islands have been opened in Hainan, occupying two superior geographical locations of transportation hub and commercial center respectively.</p><p>And among the eight companies with duty-free licenses in China, two are directly related to CDFG. Rishang Duty Free Bank has been acquired by CDFG, and Haitu has also been injected into CDFG. With the support of this part, CDFG's market share in 2020 has exceeded 90%.</p><p>Therefore,<b>As the absolute leader in the domestic duty-free industry and the only A-share listed company whose main business is duty-free business, CDFG has been highly sought after by capital</b>, public funds are concentrated in groups, and China CDFG has become one of the heavyweight stocks of public funds in 2020.</p><p>Under the influence of multiple factors, CDFG's stock price has soared, jumping from less than 100 yuan in June 2020 to the highest point of 400 yuan in February 2021.</p><p><b>2. The growth rate is lower than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free merchants such as Shentu, Haifa Control, and Hailv Investment also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute CDFG's market share of more than 90% to about 70%.</b></p><p>At the same time, many enterprises have launched the \"robbing\" of the 9th duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that China CDFG's stock price fell rapidly after the market opened after the year, plunging nearly 30% within 20 days. In addition to the impact of overall market fluctuations after the year,<b>But another important reason is that its performance has failed to provide strong support for the stock price.</b></p><p>On April 13, China CDFG released its first quarter results, achieving total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Achieved a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period last year; Operating profit was 4.458 billion yuan, an increase of 4.776 billion yuan over the same period last year.</p><p>From a numerical perspective,<b>This performance is indeed good, but the vertical comparison growth rate is not impressive. Affected by this, the stock price directly fell to the limit on that day.</b></p><p>In the first quarter of 2021, CDFG achieved high growth in performance, but this high year-on-year growth is above the low base during the worst period of the epidemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China CDFG's growth in the first quarter of this year was only 33%, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>And from another perspective, the surge in CDFG's performance in 2020 is mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, and in the first quarter of 2021 it was 18.1 billion yuan, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the stock price of CDFG has been fluctuating in a box shape in recent months, and it has continued to fall in the past month, and there is a trend of falling below the bottom of the box, from 348 yuan/share at the end of May to the current 281 yuan/share, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China CDFG, which entered the market early, has benefited from the policy by virtue of its leading status as the \"first tax-free stock\", and has achieved exponential growth in less than a year, but this is not driven by performance growth, mainly It is favored by institutional group capital.</p><p>It can be seen from the recent rolling P/E of CDFG that although funds are flowing from high valuations to low valuations and the overall market is pulling back, CDFG's valuation is still at a high historical average level. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>But in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continued stimulation of the dividends of the tax exemption policy on outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader in the current duty-free industry, CDFG's performance will continue to grow, and investors can wait for the appropriate hitting area.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dde701c3294fae0b0a6e20ec22ac1c36","relate_stocks":{"601888":"中国中免"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169694875","content_text":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本人口只有30万的海滨小城海口市一跃成为中国最大经济特区的首府。\n30年后，一项重大利好终于落地，海南被提升到了新的历史地位。\n国务院在2020年6月发布了《海南自由贸易港建设总体方案》，宣布在海南建设自由贸易港，其中将个人的免税购物限额从3万上调至10万元。\n\n作为海南免税业巨头的中国中免，也迎来了春天。8个月内（截至今年2月）股价涨幅超过280%，最高达403.78元/股。\n1、拔得头筹的中免\n政策的春风给海南吹来了利好，同时也给海南最大的产业——免税业带来了春天。从数据来看，政策实施后的半年内，海南自贸港日均销售额超1.2亿元，同比增长达2倍多，2020年全年海南离岛免税销售总额（含离岛补购）达到了325亿元。\n按照疫情前的正常数据来看，2019年全球免税商营业收入排行中，而其中成立时间最晚，规模、渠道和运营相对劣势的中国中免以61亿欧元的收入排名第四，远远高于DFS等知名免税商。\n而2020年的第三季度，在全球旅游业和消费受到剧烈打击的情形下，国内的疫情状况逐渐得到控制，再加之免税政策的利好，中国中免三季度营收一举超过前三名的Dufry、乐天和新罗，营收24.3亿美元，成为全球最大的免税运营商。\n\n（2020年度全球免税商营业收入）\n在国内市场中，中免确实是先行者，早早地在海南圈地、开免税店。2020年之前就已经在海南开设了4家离岛免税店，并分别占据了交通枢纽和商业中心两大优越的地理位置。\n且在国内拥有免税业牌照的八家企业中，有两家都与中免有着直接关系，日上免税行已被中免收购，而海兔也已经注入中免。在这一部分的加持下，中国中免在2020年的市场份额已超过90%。\n因此，中国中免作为国内免税行业的绝对龙头以及A股唯一一家以免税业务为主业的上市公司，受到了资本的大力追捧，公募基金集中抱团，中国中免成为了2020年公募基金的重仓股之一。\n在多重因素的影响下，中国中免的股价一路飞涨，从2020年6月的不足百元跃升至2021年2月最高点的400元。\n2、增速不及预期\n而2020年底，在政策的支持下，深兔、海发控、海旅投等其他免税商也在海南开设了离岛免税店，悄悄改变了中免在国内免税市场中一枝独秀的状况。未来更多免税店的建成也将把中免超过90%的市占率稀释至70%左右。\n与此同时，多家企业展开了对第9张免税“金牌”的“抢夺”，虽然短期内不会造成冲击，但是免税市场对企业的吸引力非常大，也会有更多的后来者入局。\n其实从股价走势中能看出，年后开盘之后中国中免的股价迅速回落，20天内跳水近30%。除了年后大盘整体波动的影响外，但还有一个重要的原因是其业绩却并未能为股价提供有力的支撑。\n4月13日中国中免发布一季度业绩，实现总营收181.34亿元，同比增长127.48%；实现净利润28.49亿元，上年同期亏损2186万元；营业利润44.58亿元，较上年同期增加47.76亿元。\n从数字上来看，这份业绩确实不错，但纵向对比增速并不可观，受此影响当日股价直接跌停。\n2021年一季度中国中免实现了业绩的高增长，但这个同比高增长是与去年同期疫情最严重的时期的低基数之上的。 且与2019年一季度33.55亿元的营业利润相比，中国中免今年一季度增长只有33%，远低于2019年同期101%的利润增速。\n\n且从另一个方面来看，中免2020年的业绩大增主要是受到四季度政策支持业绩走强的影响。2020年四季度的营业收入近175亿元，2021年一季度为181亿元，其环比增速也在呈下降趋势。\n受此影响，中国中免近几个月的股价一直呈箱式震荡，近一个月以来更是持续下跌，且有跌破箱底的趋势，从五月底的348元/股下跌至现在的281元/股，大跌了近20%。\n\n3、总结\n早早入场的中国中免的凭借着“免税第一股”的龙头身份吃到了政策的红利，在不到一年的时间内实现了成倍的增长，但这非来自于业绩增长的推动，主要是受到机构抱团资本的青睐。\n从中国中免近期的滚动市盈率就可以看到，尽管是在资金从高估值流向低估值，大盘整体回调的情况下，中免的估值却仍处在历史的平均水平的高位。不过也能看到，随着近两个月股价的回撤，其高估值也在逐渐被消化。\n\n但长远来看，随着疫苗的接种的普及，人们的旅游意愿也在逐渐恢复，再加上离岛免税政策红利的持续刺激下，免税业这一赛道的市场规模在未来几年仍会保持高增速的态势。\n而中国中免作为目前免税行业的绝对龙头，其业绩仍会持续增长，投资者可以静候合适的击球区。","news_type":1,"symbols_score_info":{"601888":0.9}},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167428726,"gmtCreate":1624282853965,"gmtModify":1703832371701,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167428726","repostId":"2145087340","repostType":4,"repost":{"id":"2145087340","kind":"news","pubTimestamp":1624275691,"share":"https://ttm.financial/m/news/2145087340?lang=en_US&edition=fundamental","pubTime":"2021-06-21 19:41","market":"hk","language":"zh","title":"The \"temptation\" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game","url":"https://stock-news.laohu8.com/highlight/detail?id=2145087340","media":"一财网","summary":"科技、互联网巨头纷纷跨界造车，已经不是新鲜事。","content":"<p>Since 2021, Huawei, Xiaomi, OPPO,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Skyworth, Gree, Didi, Lenovo and other technology companies have all announced relevant news about car manufacturing.</p><p>It is nothing new for technology and Internet giants to build cars across borders. Since 2021, technology companies such as Huawei, Xiaomi, OPPO, Baidu, Skyworth, Gree, Didi, and Lenovo have all announced relevant news about building cars.</p><p>Recent data shows that Meizu and Douyin are also expected to enter the game.</p><p>According to Qichacha, Zhuhai Meizu Technology Co., Ltd. applied for registration of the FLYME FOR CAR trademark on June 4, and the international classification involves 42 types of design research. At present, the trademark status is under registration application. It is reported that FLYME FOR CAR is a Meizu vehicle system.</p><p><img src=\"https://static.tigerbbs.com/e6b6121f30bb35c58574a337eff8d131\" tg-width=\"720\" tg-height=\"692\" referrerpolicy=\"no-referrer\"></p><p>In addition, a person close to ByteDance said that ByteDance recently launched a Logo called \"Douyin Car\". The Logo uses the icon of a car as the main body, with the words \"Douyin Car\" below.</p><p><img src=\"https://static.tigerbbs.com/c556b78fba1bb232cc2f7c5f592e8f22\" tg-width=\"378\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>According to Qichacha, Beijing ByteDance Network Technology Co., Ltd. has registered the trademark \"Byte Auto\", and its international classification involves design research, communication services, etc.</p><p><img src=\"https://static.tigerbbs.com/c90e5d1a503d105866b9cc3cce0225f9\" tg-width=\"720\" tg-height=\"916\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>It is pointed out that in the short term, disturbance factors such as chip shortages and rising raw material prices are expected to gradually return to normal in the third quarter of this year, providing support for the upward profit of the industry; In the medium and long term, Huawei,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Technology giants such as Xiaomi and Xiaomi are accelerating the layout of new battlefields for \"building cars\", and traditional car companies are also accelerating the pace of electric intelligent transformation. Under the big wave of science and technology, they are firmly optimistic that the automotive intelligent electric industry chain will become an industry that runs through the automotive sector in the next few years and is expected to cross the cycle. main line of investment.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"temptation\" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"temptation\" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">一财网</strong><span class=\"h-time small\">2021-06-21 19:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since 2021, Huawei, Xiaomi, OPPO,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Skyworth, Gree, Didi, Lenovo and other technology companies have all announced relevant news about car manufacturing.</p><p>It is nothing new for technology and Internet giants to build cars across borders. Since 2021, technology companies such as Huawei, Xiaomi, OPPO, Baidu, Skyworth, Gree, Didi, and Lenovo have all announced relevant news about building cars.</p><p>Recent data shows that Meizu and Douyin are also expected to enter the game.</p><p>According to Qichacha, Zhuhai Meizu Technology Co., Ltd. applied for registration of the FLYME FOR CAR trademark on June 4, and the international classification involves 42 types of design research. At present, the trademark status is under registration application. It is reported that FLYME FOR CAR is a Meizu vehicle system.</p><p><img src=\"https://static.tigerbbs.com/e6b6121f30bb35c58574a337eff8d131\" tg-width=\"720\" tg-height=\"692\" referrerpolicy=\"no-referrer\"></p><p>In addition, a person close to ByteDance said that ByteDance recently launched a Logo called \"Douyin Car\". The Logo uses the icon of a car as the main body, with the words \"Douyin Car\" below.</p><p><img src=\"https://static.tigerbbs.com/c556b78fba1bb232cc2f7c5f592e8f22\" tg-width=\"378\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>According to Qichacha, Beijing ByteDance Network Technology Co., Ltd. has registered the trademark \"Byte Auto\", and its international classification involves design research, communication services, etc.</p><p><img src=\"https://static.tigerbbs.com/c90e5d1a503d105866b9cc3cce0225f9\" tg-width=\"720\" tg-height=\"916\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>It is pointed out that in the short term, disturbance factors such as chip shortages and rising raw material prices are expected to gradually return to normal in the third quarter of this year, providing support for the upward profit of the industry; In the medium and long term, Huawei,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Technology giants such as Xiaomi and Xiaomi are accelerating the layout of new battlefields for \"building cars\", and traditional car companies are also accelerating the pace of electric intelligent transformation. Under the big wave of science and technology, they are firmly optimistic that the automotive intelligent electric industry chain will become an industry that runs through the automotive sector in the next few years and is expected to cross the cycle. main line of investment.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2021-06-21/doc-ikqciyzk0966377.shtml\">一财网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b476f71a058c3c2c502986ccbc2766d7","relate_stocks":{},"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2021-06-21/doc-ikqciyzk0966377.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145087340","content_text":"2021年以来，华为、小米、OPPO、百度、创维、格力、滴滴与联想等科技企业均已宣布造车的相关消息。\n科技、互联网巨头纷纷跨界造车，已经不是新鲜事。2021年以来，华为、小米、OPPO、百度、创维、格力、滴滴与联想等科技企业均已宣布造车的相关消息。\n近日资料显示，魅族、抖音也有望入局。\n企查查显示，珠海市魅族科技有限公司于6月4日申请注册FLYME FOR CAR商标，国际分类涉42类设计研究等。目前商标状态均为注册申请中，据悉，FLYME FOR CAR为魅族车载系统。\n\n此外，一位接近字节跳动的人士称，字节跳动于近日推出了一个名为“抖音汽车”的Logo，Logo以一辆汽车的图标为主体，下方带有“抖音汽车”字样。\n\n企查查显示，北京字节跳动网路技术有限公司曾注册“字节汽车”商标，国际分类涉设计研究、通讯服务等。\n\n天风证券指出，短期来看，芯片短缺、原材料价格上涨等扰动因素有望在今年三季度开始逐步恢复正常，为行业盈利向上提供支撑；中长期看，华为、苹果、小米等科技巨头正加速布局“造车”新战场，传统车企也在加快电动智能转型步伐，科技大浪潮下，坚定看好汽车智能电动产业链成为贯穿汽车板块未来数年，且有望穿越周期的投资主线。","news_type":1,"symbols_score_info":{"DYIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167241924,"gmtCreate":1624273486468,"gmtModify":1703832111060,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167241924","repostId":"1118470789","repostType":4,"repost":{"id":"1118470789","kind":"news","pubTimestamp":1624271343,"share":"https://ttm.financial/m/news/1118470789?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:29","market":"sh","language":"zh","title":"CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions","url":"https://stock-news.laohu8.com/highlight/detail?id=1118470789","media":"华尔街见闻","summary":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》","content":"<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21, China Construction Bank issued the \"Announcement on Prohibiting the Use of Our Bank's Services for Virtual Currency Transactions.\"</p><p>The announcement said:</p><p>Virtual currency trading speculation seriously disrupts the normal economic and financial order and infringes on the safety of people's property. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other ministries and trade associations on Preventing Bitcoin Risks, the Announcement on Preventing Token Issuance Financing Risks, the Announcement on Preventing Virtual Currency Transaction Speculation Risks, and the recent interview guidance requirements of relevant departments of the People's Bank of China, so as to crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain normal economic and financial order. 2. No institution or individual may use the account opened with our bank to recharge virtual currency transaction funds, withdraw cash, purchase or sell related transaction recharge codes and other activities, and may not transfer virtual currency transactions through the account opened with our bank. related funds. 3. Our bank will continue to strengthen the daily monitoring and investigation of transactions involving virtual currencies. For the above-mentioned behaviors involving virtual currency transactions, measures such as suspending relevant account transactions and terminating financial services will be immediately taken once discovered. Clues of violations of laws and regulations found will be reported to relevant departments immediately. Here is a warm reminder: Customers are requested to enhance their risk awareness, cherish their personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency trading speculation activities, and beware of damage to their own property and rights. At the same time, the Industrial and Commercial Bank of China issued the \"Statement on Prohibiting the Use of Our Bank's Services to Conduct Virtual Currency Transactions.\"</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other five ministries and commissions on December 4, 2013 on Preventing Bitcoin Risks and the Announcement of the People's Bank of China and other seven ministries and commissions on September 4, 2017 on Preventing Token Issuance Financing Risks, protect the property rights and interests of the public and maintain the stability of economic and financial order. Our bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and canceling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. The Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Bank's Accounts, Products, Services, and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of five ministries and commissions including the People's Bank of China on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of seven ministries and commissions including the People's Bank of China on Preventing Token Issuance Financing Risks, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. Our bank will continue to strengthen risk monitoring in payment transactions. Once the above-mentioned relevant behaviors are discovered, our bank has the right to take control measures such as suspending account transactions and canceling accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Conduct Virtual Currency Transactions such as Bitcoin\" in Weibo, stating that it will monitor and investigate transactions involving virtual currencies, and block them immediately once found.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-21 18:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21, China Construction Bank issued the \"Announcement on Prohibiting the Use of Our Bank's Services for Virtual Currency Transactions.\"</p><p>The announcement said:</p><p>Virtual currency trading speculation seriously disrupts the normal economic and financial order and infringes on the safety of people's property. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other ministries and trade associations on Preventing Bitcoin Risks, the Announcement on Preventing Token Issuance Financing Risks, the Announcement on Preventing Virtual Currency Transaction Speculation Risks, and the recent interview guidance requirements of relevant departments of the People's Bank of China, so as to crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain normal economic and financial order. 2. No institution or individual may use the account opened with our bank to recharge virtual currency transaction funds, withdraw cash, purchase or sell related transaction recharge codes and other activities, and may not transfer virtual currency transactions through the account opened with our bank. related funds. 3. Our bank will continue to strengthen the daily monitoring and investigation of transactions involving virtual currencies. For the above-mentioned behaviors involving virtual currency transactions, measures such as suspending relevant account transactions and terminating financial services will be immediately taken once discovered. Clues of violations of laws and regulations found will be reported to relevant departments immediately. Here is a warm reminder: Customers are requested to enhance their risk awareness, cherish their personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency trading speculation activities, and beware of damage to their own property and rights. At the same time, the Industrial and Commercial Bank of China issued the \"Statement on Prohibiting the Use of Our Bank's Services to Conduct Virtual Currency Transactions.\"</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other five ministries and commissions on December 4, 2013 on Preventing Bitcoin Risks and the Announcement of the People's Bank of China and other seven ministries and commissions on September 4, 2017 on Preventing Token Issuance Financing Risks, protect the property rights and interests of the public and maintain the stability of economic and financial order. Our bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and canceling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. The Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Bank's Accounts, Products, Services, and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of five ministries and commissions including the People's Bank of China on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of seven ministries and commissions including the People's Bank of China on Preventing Token Issuance Financing Risks, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. Our bank will continue to strengthen risk monitoring in payment transactions. Once the above-mentioned relevant behaviors are discovered, our bank has the right to take control measures such as suspending account transactions and canceling accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Conduct Virtual Currency Transactions such as Bitcoin\" in Weibo, stating that it will monitor and investigate transactions involving virtual currencies, and block them immediately once found.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633438\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"601939":"建设银行"},"source_url":"https://wallstreetcn.com/articles/3633438","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118470789","content_text":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》。\n公告表示：\n\n 虚拟货币交易炒作活动严重扰乱经济金融正常秩序,侵害人民群众财产安全。为进一步贯彻国务院金融委会议精神，落实人民银行等多部委、行业协会《关于防范比特币风险的通知》《关于防范代币发行融资风险的公告》《关于防范虚拟货币交易炒作风险的公告》以及近日人民银行有关部门约谈指导要求，打击虚拟货币交易行为，保护社会公众的财产权益，维护正常经济金融秩序，我行重申：一、建设银行严格落实国家有关监管要求，恪守行业自律承诺，坚决不开展、不参与任何与虚拟货币相关的业务活动，坚决不为虚拟货币提供账户开立、登记、交易、清算、结算等任何金融产品和服务。二、任何机构和个人不得将在我行开立的账户用于虚拟货币的交易资金充值以及提现、购买或销售相关交易充值码等活动，不得通过在我行开立的账户划转与虚拟货币交易相关的资金。三、我行将持续加强涉虚拟货币交易的日常监控排查力度，对于上述涉虚拟货币交易的行为，一经发现将立即采取暂停相关账户交易、终止金融服务等措施。对发现的违法违规线索，将立即向有关部门报告。在此温馨提示：请广大客户增强风险意识，珍惜个人银行账户，不用于虚拟货币相关资金交易，不参与虚拟货币交易炒作活动，谨防自身财产及权益受损。\n\n同一时间，中国工商银行发布了《关于禁止使用我行服务开展虚拟货币交易的声明》。\n声明表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委2013年12月4日《关于防范比特币风险的通知》和中国人民银行等七部委2017年9月4日《关于防范代币发行融资风险的公告》规定，保护社会公众的财产权益，维护经济金融秩序稳定，按照近日人民银行有关部门约谈指导要求，我行重申，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强监测，一经发现，有权采取暂停相关账户交易、注销账户等控制措施，并将相关信息报告有关部门。社会公众应高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n中国邮政储蓄银行也发布了《关于禁止使用我行账户、产品、服务、渠道进行 “虚拟货币”相关业务活动的公告》。\n公告表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委《关于防范比特币风险的通知》（银发〔2013〕289号）和中国人民银行等七部委《关于防范代币发行融资风险的公告》等监管规定，按照近日中国人民银行有关部门约谈指导要求，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强支付交易环节风险监测，一经发现上述有关行为，我行有权采取暂停账户交易、注销账户等控制措施，并将相关信息报告监管部门。提示社会公众高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n此外，支付宝在微博发布了《关于禁止使用我公司服务开展比特币等虚拟货币交易的声明》，表示将监控排查涉及虚拟货币的交易行为，一经发现立即封堵。\n全文如下：","news_type":1,"symbols_score_info":{"601939":0.9}},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156931,"gmtCreate":1624183904423,"gmtModify":1703830301296,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Jssu","listText":"Jssu","text":"Jssu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156931","repostId":"2144572796","repostType":4,"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156049,"gmtCreate":1624183887381,"gmtModify":1703830301459,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Dhej","listText":"Dhej","text":"Dhej","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156049","repostId":"2144720142","repostType":4,"isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164158584,"gmtCreate":1624183869748,"gmtModify":1703830300642,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ddi","listText":"Ddi","text":"Ddi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164158584","repostId":"2144277819","repostType":4,"repost":{"id":"2144277819","kind":"highlight","pubTimestamp":1624007114,"share":"https://ttm.financial/m/news/2144277819?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:05","market":"us","language":"zh","title":"Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2144277819","media":"英为财情","summary":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  、金田 均涨超2%，哈莫尼黄金 涨近2%。道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。美联储突然提高两大利率，预测2023年底两次加息。经济数据不及预期，利率反而上行？","content":"<p><html><body><strong>Investing.com-</strong>Although gold futures fell nearly 5% on Thursday, gold stocks still collectively rose before the U.S. stock market opened on Friday.<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(NYSE: GOLD),<a href=\"https://laohu8.com/S/GFI\">Jintian</a>(NYSE: GFI) both rose more than 2%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>(NYSE: HMY) rose nearly 2%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, said investors are overreacting to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling ends, the price of gold will get good support and is expected to rebound above $1,900.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>","source":"investing_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-18 17:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Investing.com-</strong>Although gold futures fell nearly 5% on Thursday, gold stocks still collectively rose before the U.S. stock market opened on Friday.<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(NYSE: GOLD),<a href=\"https://laohu8.com/S/GFI\">Jintian</a>(NYSE: GFI) both rose more than 2%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>(NYSE: HMY) rose nearly 2%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, said investors are overreacting to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling ends, the price of gold will get good support and is expected to rebound above $1,900.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/stock-market-news/article-2026852\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","GOLD":"Gold.com","GFI":"金田","GLD":"黄金ETF-SPDR","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2026852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144277819","content_text":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  (NYSE:GOLD)、金田 (NYSE:GFI)均涨超2%，哈莫尼黄金 (NYSE:HMY)涨近2%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"SGUmain":0.6,"DUST":0.6,"GDX":0.6,"MGCmain":1,"NUGT":0.6,"GFI":1,"ABX":1,"IAU":0.6,"SGCmain":0.6,"GOLD":1,"GLD":0.6,"GCmain":1}},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164158275,"gmtCreate":1624183856497,"gmtModify":1703830300806,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Nddn","listText":"Nddn","text":"Nddn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164158275","repostId":"2144277819","repostType":4,"repost":{"id":"2144277819","kind":"highlight","pubTimestamp":1624007114,"share":"https://ttm.financial/m/news/2144277819?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:05","market":"us","language":"zh","title":"Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2144277819","media":"英为财情","summary":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  、金田 均涨超2%，哈莫尼黄金 涨近2%。道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。美联储突然提高两大利率，预测2023年底两次加息。经济数据不及预期，利率反而上行？","content":"<p><html><body><strong>Investing.com-</strong>Although gold futures fell nearly 5% on Thursday, gold stocks still collectively rose before the U.S. stock market opened on Friday.<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(NYSE: GOLD),<a href=\"https://laohu8.com/S/GFI\">Jintian</a>(NYSE: GFI) both rose more than 2%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>(NYSE: HMY) rose nearly 2%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, said investors are overreacting to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling ends, the price of gold will get good support and is expected to rebound above $1,900.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>","source":"investing_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-18 17:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Investing.com-</strong>Although gold futures fell nearly 5% on Thursday, gold stocks still collectively rose before the U.S. stock market opened on Friday.<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(NYSE: GOLD),<a href=\"https://laohu8.com/S/GFI\">Jintian</a>(NYSE: GFI) both rose more than 2%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>(NYSE: HMY) rose nearly 2%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, said investors are overreacting to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling ends, the price of gold will get good support and is expected to rebound above $1,900.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/stock-market-news/article-2026852\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","GOLD":"Gold.com","GFI":"金田","GLD":"黄金ETF-SPDR","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2026852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144277819","content_text":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  (NYSE:GOLD)、金田 (NYSE:GFI)均涨超2%，哈莫尼黄金 (NYSE:HMY)涨近2%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"SGUmain":0.6,"DUST":0.6,"GDX":0.6,"MGCmain":1,"NUGT":0.6,"GFI":1,"ABX":1,"IAU":0.6,"SGCmain":0.6,"GOLD":1,"GLD":0.6,"GCmain":1}},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119241,"gmtCreate":1624105039083,"gmtModify":1703828879352,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Bj","listText":"Bj","text":"Bj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119241","repostId":"2144773990","repostType":4,"repost":{"id":"2144773990","kind":"news","pubTimestamp":1624009905,"share":"https://ttm.financial/m/news/2144773990?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:51","market":"us","language":"zh","title":"Gold prices plummet, U.S. gold stocks crashed, how did A shares react?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144773990","media":"同花顺财经","summary":"黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。受此影响，当日美股黄金股表现低迷。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。","content":"<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>","source":"sina_symbol","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>Gold prices plummet, U.S. gold stocks crashed, how did A shares react?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGold prices plummet, U.S. gold stocks crashed, how did A shares react?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-06-18 17:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml\">同花顺财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144773990","content_text":"原标题：黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。截至收盘，紫金矿业（601899.SH）下跌1.01%，赤峰黄金（600988.SH）下跌0.58%，山东黄金（600547.SH）下跌0.46%，中金黄金（600489.SH）、银泰黄金（000975.SZ）跟跌，ST荣华（600311.SH）上涨4.07%，恒邦股份（002237.SZ）上涨1.38%，湖南黄金（002155.SZ）等股小幅上涨。消息面上来看，昨日晚间，不论期货现货，黄金、白银价格纷纷跳水。纽约商业交易所（COMEX）黄金期货收盘暴跌86.60美元，跌幅达4.65%，报1774.80美元/盎司，创4月底以来的新低，现货黄金也跌超2%。COMEX白银期货更是大跌7.03%，报25.86美元/盎司，创4月20日以来新低，现货白银跌逾4%。受此影响，当日美股黄金股表现低迷。金矿公司纽曼矿业（NEM.US）大跌6.98%，巴里克黄金（GOLD.US）大跌6.33%，盎格鲁黄金（AU.US）大跌4.28%有业内人士表示，由于市场预计美联储将更加严肃地对待通胀问题，并采取更积极的措施降低通货膨胀，投资者正在抛售黄金。此外，更高的利率将会使得债券等资产受益，这将降低黄金的吸引力。此前美联储公布最新利率决议，维持0 0.25%的基准利率以及购债计划不变，上调IOER和隔夜逆回购利率，并上调了今明两年的通胀预期。与此同时，根据美联储的“利率点阵图”，美联储加息预期有所提前，预计2023年末之前将加息两次。美联储主席鲍威尔在新闻发布会上还表示，官员们已经开始讨论缩减购债计划。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。利率决议结果公布当晚，长端美债收益率变化实则十分有限，可见市场短期内对于利率端的定价逻辑有所忽略。","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"GLD":0.6,"GDX":0.6,"NUGT":0.6,"DUST":0.6,"MGCmain":1,"IAU":0.6,"SGUmain":0.6,"GCmain":1,"SGCmain":0.6}},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119883,"gmtCreate":1624105024842,"gmtModify":1703828879024,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119883","repostId":"2144720142","repostType":4,"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119179,"gmtCreate":1624105011791,"gmtModify":1703828878698,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Bb","listText":"Bb","text":"Bb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119179","repostId":"2144722772","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119080,"gmtCreate":1624104999940,"gmtModify":1703828878368,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119080","repostId":"2144773990","repostType":4,"repost":{"id":"2144773990","kind":"news","pubTimestamp":1624009905,"share":"https://ttm.financial/m/news/2144773990?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:51","market":"us","language":"zh","title":"Gold prices plummet, U.S. gold stocks crashed, how did A shares react?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144773990","media":"同花顺财经","summary":"黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。受此影响，当日美股黄金股表现低迷。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。","content":"<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>","source":"sina_symbol","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>Gold prices plummet, U.S. gold stocks crashed, how did A shares react?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGold prices plummet, U.S. gold stocks crashed, how did A shares react?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-06-18 17:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml\">同花顺财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144773990","content_text":"原标题：黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。截至收盘，紫金矿业（601899.SH）下跌1.01%，赤峰黄金（600988.SH）下跌0.58%，山东黄金（600547.SH）下跌0.46%，中金黄金（600489.SH）、银泰黄金（000975.SZ）跟跌，ST荣华（600311.SH）上涨4.07%，恒邦股份（002237.SZ）上涨1.38%，湖南黄金（002155.SZ）等股小幅上涨。消息面上来看，昨日晚间，不论期货现货，黄金、白银价格纷纷跳水。纽约商业交易所（COMEX）黄金期货收盘暴跌86.60美元，跌幅达4.65%，报1774.80美元/盎司，创4月底以来的新低，现货黄金也跌超2%。COMEX白银期货更是大跌7.03%，报25.86美元/盎司，创4月20日以来新低，现货白银跌逾4%。受此影响，当日美股黄金股表现低迷。金矿公司纽曼矿业（NEM.US）大跌6.98%，巴里克黄金（GOLD.US）大跌6.33%，盎格鲁黄金（AU.US）大跌4.28%有业内人士表示，由于市场预计美联储将更加严肃地对待通胀问题，并采取更积极的措施降低通货膨胀，投资者正在抛售黄金。此外，更高的利率将会使得债券等资产受益，这将降低黄金的吸引力。此前美联储公布最新利率决议，维持0 0.25%的基准利率以及购债计划不变，上调IOER和隔夜逆回购利率，并上调了今明两年的通胀预期。与此同时，根据美联储的“利率点阵图”，美联储加息预期有所提前，预计2023年末之前将加息两次。美联储主席鲍威尔在新闻发布会上还表示，官员们已经开始讨论缩减购债计划。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。利率决议结果公布当晚，长端美债收益率变化实则十分有限，可见市场短期内对于利率端的定价逻辑有所忽略。","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"GLD":0.6,"GDX":0.6,"NUGT":0.6,"DUST":0.6,"MGCmain":1,"IAU":0.6,"SGUmain":0.6,"GCmain":1,"SGCmain":0.6}},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165110523,"gmtCreate":1624104985462,"gmtModify":1703828878205,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hbb","listText":"Hbb","text":"Hbb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165110523","repostId":"2144773990","repostType":4,"repost":{"id":"2144773990","kind":"news","pubTimestamp":1624009905,"share":"https://ttm.financial/m/news/2144773990?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:51","market":"us","language":"zh","title":"Gold prices plummet, U.S. gold stocks crashed, how did A shares react?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144773990","media":"同花顺财经","summary":"黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。受此影响，当日美股黄金股表现低迷。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。","content":"<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>","source":"sina_symbol","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>Gold prices plummet, U.S. gold stocks crashed, how did A shares react?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGold prices plummet, U.S. gold stocks crashed, how did A shares react?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-06-18 17:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml\">同花顺财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144773990","content_text":"原标题：黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。截至收盘，紫金矿业（601899.SH）下跌1.01%，赤峰黄金（600988.SH）下跌0.58%，山东黄金（600547.SH）下跌0.46%，中金黄金（600489.SH）、银泰黄金（000975.SZ）跟跌，ST荣华（600311.SH）上涨4.07%，恒邦股份（002237.SZ）上涨1.38%，湖南黄金（002155.SZ）等股小幅上涨。消息面上来看，昨日晚间，不论期货现货，黄金、白银价格纷纷跳水。纽约商业交易所（COMEX）黄金期货收盘暴跌86.60美元，跌幅达4.65%，报1774.80美元/盎司，创4月底以来的新低，现货黄金也跌超2%。COMEX白银期货更是大跌7.03%，报25.86美元/盎司，创4月20日以来新低，现货白银跌逾4%。受此影响，当日美股黄金股表现低迷。金矿公司纽曼矿业（NEM.US）大跌6.98%，巴里克黄金（GOLD.US）大跌6.33%，盎格鲁黄金（AU.US）大跌4.28%有业内人士表示，由于市场预计美联储将更加严肃地对待通胀问题，并采取更积极的措施降低通货膨胀，投资者正在抛售黄金。此外，更高的利率将会使得债券等资产受益，这将降低黄金的吸引力。此前美联储公布最新利率决议，维持0 0.25%的基准利率以及购债计划不变，上调IOER和隔夜逆回购利率，并上调了今明两年的通胀预期。与此同时，根据美联储的“利率点阵图”，美联储加息预期有所提前，预计2023年末之前将加息两次。美联储主席鲍威尔在新闻发布会上还表示，官员们已经开始讨论缩减购债计划。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。利率决议结果公布当晚，长端美债收益率变化实则十分有限，可见市场短期内对于利率端的定价逻辑有所忽略。","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"GLD":0.6,"GDX":0.6,"NUGT":0.6,"DUST":0.6,"MGCmain":1,"IAU":0.6,"SGUmain":0.6,"GCmain":1,"SGCmain":0.6}},"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":162177521,"gmtCreate":1624052660363,"gmtModify":1703827567719,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"dd","listText":"dd","text":"dd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162177521","repostId":"2144791497","repostType":4,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426536,"gmtCreate":1624282876225,"gmtModify":1703832373665,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426536","repostId":"1132614785","repostType":4,"isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163841890,"gmtCreate":1623877925210,"gmtModify":1703822114510,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163841890","repostId":"1146756294","repostType":4,"repost":{"id":"1146756294","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":1623856744,"share":"https://ttm.financial/m/news/1146756294?lang=en_US&edition=fundamental","pubTime":"2021-06-16 23:19","market":"other","language":"zh","title":"Some WSB concept stocks fell, and AMC cinemas fell more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146756294","media":"老虎资讯综合","summary":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","content":"<p>On June 16, some WSB concept stocks fell.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Fell more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Fell more than 8%,<a href=\"https://laohu8.com/S/GME\">GameStop</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>Fell more than 4%.</p><p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some WSB concept stocks fell, and AMC cinemas fell more than 10%</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome WSB concept stocks fell, and AMC cinemas fell more than 10%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 23:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 16, some WSB concept stocks fell.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Fell more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Fell more than 8%,<a href=\"https://laohu8.com/S/GME\">GameStop</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>Fell more than 4%.</p><p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BB":"黑莓","GME":"游戏驿站","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146756294","content_text":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","news_type":1,"symbols_score_info":{"BB":0.9,"AMC":0.9,"WISH":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169210149,"gmtCreate":1623837243481,"gmtModify":1703820935009,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Jfkffk","listText":"Jfkffk","text":"Jfkffk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169210149","repostId":"1145228956","repostType":4,"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121806324,"gmtCreate":1624457804168,"gmtModify":1703837363971,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121806324","repostId":"1146565871","repostType":4,"repost":{"id":"1146565871","kind":"news","pubTimestamp":1624455991,"share":"https://ttm.financial/m/news/1146565871?lang=en_US&edition=fundamental","pubTime":"2021-06-23 21:46","market":"us","language":"zh","title":"U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1。","content":"<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-23 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633694\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。\n根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8，不及预期的70和5月前值70.4，不过仍处于较高水平。\n\n在服务业数据的影响之下，Markit美国综合PMI的6月初值录得63.9，较5月的68.7明显下降。\n\n对于本月的经济状况，IHS Markit在数据报告当中指出，就业问题在6月仍然很普遍，因为有专家表示，目前仍难以为现有职位空缺寻找有经验的应聘者。此外，6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓，但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长，而服务业的关注点则是为吸引工人而提出的的高工资，以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示，6月的PMI初值表明，美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落，但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制，而非经济出现降温。\n不过他也表示，虽然价格水平从5月的历史高位出现下滑，但经济目前仍然非常热。商品和服务的价格仍在急升，创纪录的供应短缺正在恶化而非出现改善，企业正在努力填补空缺，而制造业库存的消耗速度也令人担忧，因为企业正在努力满足市场需求。\n此外Chris Williamson还指出，虽然二季度的经济增速或将触及峰值，但后续的通胀峰值则可能远高于此。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167428726,"gmtCreate":1624282853965,"gmtModify":1703832371701,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167428726","repostId":"2145087340","repostType":4,"repost":{"id":"2145087340","kind":"news","pubTimestamp":1624275691,"share":"https://ttm.financial/m/news/2145087340?lang=en_US&edition=fundamental","pubTime":"2021-06-21 19:41","market":"hk","language":"zh","title":"The \"temptation\" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game","url":"https://stock-news.laohu8.com/highlight/detail?id=2145087340","media":"一财网","summary":"科技、互联网巨头纷纷跨界造车，已经不是新鲜事。","content":"<p>Since 2021, Huawei, Xiaomi, OPPO,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Skyworth, Gree, Didi, Lenovo and other technology companies have all announced relevant news about car manufacturing.</p><p>It is nothing new for technology and Internet giants to build cars across borders. Since 2021, technology companies such as Huawei, Xiaomi, OPPO, Baidu, Skyworth, Gree, Didi, and Lenovo have all announced relevant news about building cars.</p><p>Recent data shows that Meizu and Douyin are also expected to enter the game.</p><p>According to Qichacha, Zhuhai Meizu Technology Co., Ltd. applied for registration of the FLYME FOR CAR trademark on June 4, and the international classification involves 42 types of design research. At present, the trademark status is under registration application. It is reported that FLYME FOR CAR is a Meizu vehicle system.</p><p><img src=\"https://static.tigerbbs.com/e6b6121f30bb35c58574a337eff8d131\" tg-width=\"720\" tg-height=\"692\" referrerpolicy=\"no-referrer\"></p><p>In addition, a person close to ByteDance said that ByteDance recently launched a Logo called \"Douyin Car\". The Logo uses the icon of a car as the main body, with the words \"Douyin Car\" below.</p><p><img src=\"https://static.tigerbbs.com/c556b78fba1bb232cc2f7c5f592e8f22\" tg-width=\"378\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>According to Qichacha, Beijing ByteDance Network Technology Co., Ltd. has registered the trademark \"Byte Auto\", and its international classification involves design research, communication services, etc.</p><p><img src=\"https://static.tigerbbs.com/c90e5d1a503d105866b9cc3cce0225f9\" tg-width=\"720\" tg-height=\"916\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>It is pointed out that in the short term, disturbance factors such as chip shortages and rising raw material prices are expected to gradually return to normal in the third quarter of this year, providing support for the upward profit of the industry; In the medium and long term, Huawei,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Technology giants such as Xiaomi and Xiaomi are accelerating the layout of new battlefields for \"building cars\", and traditional car companies are also accelerating the pace of electric intelligent transformation. Under the big wave of science and technology, they are firmly optimistic that the automotive intelligent electric industry chain will become an industry that runs through the automotive sector in the next few years and is expected to cross the cycle. main line of investment.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"temptation\" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"temptation\" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">一财网</strong><span class=\"h-time small\">2021-06-21 19:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since 2021, Huawei, Xiaomi, OPPO,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Skyworth, Gree, Didi, Lenovo and other technology companies have all announced relevant news about car manufacturing.</p><p>It is nothing new for technology and Internet giants to build cars across borders. Since 2021, technology companies such as Huawei, Xiaomi, OPPO, Baidu, Skyworth, Gree, Didi, and Lenovo have all announced relevant news about building cars.</p><p>Recent data shows that Meizu and Douyin are also expected to enter the game.</p><p>According to Qichacha, Zhuhai Meizu Technology Co., Ltd. applied for registration of the FLYME FOR CAR trademark on June 4, and the international classification involves 42 types of design research. At present, the trademark status is under registration application. It is reported that FLYME FOR CAR is a Meizu vehicle system.</p><p><img src=\"https://static.tigerbbs.com/e6b6121f30bb35c58574a337eff8d131\" tg-width=\"720\" tg-height=\"692\" referrerpolicy=\"no-referrer\"></p><p>In addition, a person close to ByteDance said that ByteDance recently launched a Logo called \"Douyin Car\". The Logo uses the icon of a car as the main body, with the words \"Douyin Car\" below.</p><p><img src=\"https://static.tigerbbs.com/c556b78fba1bb232cc2f7c5f592e8f22\" tg-width=\"378\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>According to Qichacha, Beijing ByteDance Network Technology Co., Ltd. has registered the trademark \"Byte Auto\", and its international classification involves design research, communication services, etc.</p><p><img src=\"https://static.tigerbbs.com/c90e5d1a503d105866b9cc3cce0225f9\" tg-width=\"720\" tg-height=\"916\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>It is pointed out that in the short term, disturbance factors such as chip shortages and rising raw material prices are expected to gradually return to normal in the third quarter of this year, providing support for the upward profit of the industry; In the medium and long term, Huawei,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Technology giants such as Xiaomi and Xiaomi are accelerating the layout of new battlefields for \"building cars\", and traditional car companies are also accelerating the pace of electric intelligent transformation. Under the big wave of science and technology, they are firmly optimistic that the automotive intelligent electric industry chain will become an industry that runs through the automotive sector in the next few years and is expected to cross the cycle. main line of investment.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2021-06-21/doc-ikqciyzk0966377.shtml\">一财网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b476f71a058c3c2c502986ccbc2766d7","relate_stocks":{},"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2021-06-21/doc-ikqciyzk0966377.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145087340","content_text":"2021年以来，华为、小米、OPPO、百度、创维、格力、滴滴与联想等科技企业均已宣布造车的相关消息。\n科技、互联网巨头纷纷跨界造车，已经不是新鲜事。2021年以来，华为、小米、OPPO、百度、创维、格力、滴滴与联想等科技企业均已宣布造车的相关消息。\n近日资料显示，魅族、抖音也有望入局。\n企查查显示，珠海市魅族科技有限公司于6月4日申请注册FLYME FOR CAR商标，国际分类涉42类设计研究等。目前商标状态均为注册申请中，据悉，FLYME FOR CAR为魅族车载系统。\n\n此外，一位接近字节跳动的人士称，字节跳动于近日推出了一个名为“抖音汽车”的Logo，Logo以一辆汽车的图标为主体，下方带有“抖音汽车”字样。\n\n企查查显示，北京字节跳动网路技术有限公司曾注册“字节汽车”商标，国际分类涉设计研究、通讯服务等。\n\n天风证券指出，短期来看，芯片短缺、原材料价格上涨等扰动因素有望在今年三季度开始逐步恢复正常，为行业盈利向上提供支撑；中长期看，华为、苹果、小米等科技巨头正加速布局“造车”新战场，传统车企也在加快电动智能转型步伐，科技大浪潮下，坚定看好汽车智能电动产业链成为贯穿汽车板块未来数年，且有望穿越周期的投资主线。","news_type":1,"symbols_score_info":{"DYIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162177668,"gmtCreate":1624052644754,"gmtModify":1703827567558,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"rr","listText":"rr","text":"rr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162177668","repostId":"2144677973","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162177951,"gmtCreate":1624052620773,"gmtModify":1703827566912,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"kk","listText":"kk","text":"kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162177951","repostId":"2144771649","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162174764,"gmtCreate":1624052606358,"gmtModify":1703827566751,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"yy","listText":"yy","text":"yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162174764","repostId":"2144877747","repostType":4,"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162174515,"gmtCreate":1624052587837,"gmtModify":1703827566590,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"df","listText":"df","text":"df","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162174515","repostId":"2144712122","repostType":4,"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169232967,"gmtCreate":1623837019559,"gmtModify":1703820929614,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169232967","repostId":"1145558454","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121804317,"gmtCreate":1624457846139,"gmtModify":1703837368507,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"；","listText":"；","text":"；","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121804317","repostId":"1163510991","repostType":4,"repost":{"id":"1163510991","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1624447986,"share":"https://ttm.financial/m/news/1163510991?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:33","market":"us","language":"zh","title":"Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises","url":"https://stock-news.laohu8.com/highlight/detail?id=1163510991","media":"Barrons巴伦","summary":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考","content":"<p>Baillie Gifford, an Edinburgh-based fund manager, has set a remarkable investment record by separating signal from noise over the past 110 years. The firm invests in publicly traded and privately held companies with long-term growth potential, regardless of macroeconomic variables and short-term market volatility.</p><p>The company's long-term investment vision and familiarity with new technologies make Tom Slater, its head of U.S. equity assets and portfolio manager of U.S. stocks and long-term global growth funds, a natural choice for Barron's recent Centennial Roundtable, whose members will be tasked with imagining the next 100 years.</p><p>As a continuation of the conversation, below is an edited interview where we focus on the companies that offer the most exciting investment opportunities. Slater is co-manager with Barron Roundtable member James Anderson, managing the roughly £ 18 bn ($25 bn) Baillie Gifford's Scottish Mortgage Investment Trust (SMT) and the $145 million Baillie Gifford U.S. Equity Growth fund (BGGSX) Co-manager of. Both companies have a five-star rating from Morningstar. In the 12 months ended March 31, Scottish Mortgage Investment Trust rose 99%; In the year ending June 15, U.S. With a total return of 73%, the Equity Growth fund ranks among the top in Morningstar's big growth stock category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, Photo: Photograph by Matt Marcus</span></p><p><b>Barron's: Growth stocks are facing challenges after a brilliant 2020. Are you worried about that?</b></p><p><b>Tom Slater</b>: We don't pay attention to short-term fluctuations in stock prices. We focus on interesting companies with long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many people try to focus on predicting economic variables. But they are inherently extremely difficult to predict, if not completely impossible. At the same time, there are many predictable trends in fields such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Tom Slater</b>: The decline in the cost curve of gene sequencing is far greater than the decline in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related fields. Gene sequencing is generating large amounts of medical data, and the cost of processing and storing this data is rapidly falling, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of encoding with 1s and zeros, we use Gs, Ts, As and Cs (guanine, thymine, adenine and cytosine-sequenced nucleic acid bases that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as for HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biomanufacturing processes.</p><p><b>Barron's: Wouldn't Moderna's success attract competitors?</b></p><p><b>Tom Slater</b>: When a technology undergoes drastic changes, not just the evolution of an existing paradigm, it is often difficult for established companies to accept this change. More likely, this technology will empower new businesses and new business models. So far, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective Novel Coronavirus vaccine.</p><p><b>Barron's: Speaking of electric vehicles, Baillie Gifford has cut her Tesla holdings from a peak position of more than 7% to less than 2%. Why is that?</b></p><p><b>Tom Slater</b>: We still have a large stake in Tesla. Part of this is because the sell-off reflects the strength of the company's stock price, as well as the company's operational success in driving the stock price higher. Part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who is the next Tesla in electric vehicles and more broadly?</b></p><p><b>Tom Slater</b>: China is the largest auto market in the world, and I would be surprised if there were no domestic competitors in China to challenge Tesla.<b>We are investors in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached this in a unique way, with a founder and CEO bundling most of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our ownership, Tesla's stock price has fallen by more than 30% 10 times.</p><p>Moderna has platform-type technology with a wide enough application to be very interesting as well. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD) in the retail sector, are attractive, partly because of their ambitions, and they are gradually changing the entire supply chain of their industries.</b></p><p>In Western markets, delivering pre-processed foods began as an alternative to takeout, while in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are getting smaller and smaller, and these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building a reliable fast delivery infrastructure, related industries emerge as the times require.</p><p><b>ByteDance is also very charming</b>。 Its social media subsidiary TikTok has sparked controversy in the U.S., but ByteDance is 95% about China, how rapidly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies led by founders as CEOs?</b></p><p><b>Tom Slater</b>: We want to invest in companies led by people who optimize for long-term results. It's more common in founders, but that's not to say you can't see it in professional CEOs.</p><p>Since 2016, Francis deSouza has served as CEO of Immena. The company has a large revenue base, is highly profitable and is growing in a predictable way. Last year, based on its forecast of the market direction in the next 5 to 10 years, Inmena bid $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this practice, but it's exactly what founders do.</p><p><b>Barron's: Which Private Enterprises Should Investors Watch?</b></p><p><b>Tom Slater</b>: Private companies like ByteDance and SpaceX have a market value of tens of billions of dollars. SpaceX is trying to reduce the cost of getting into space by several orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, which is using 3D printing technology to build rockets.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com. Why?</b></p><p><b>Tom Slater</b>: We have been shareholders of Amazon for 16 years. Before last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still faces some major opportunities. The grocery business is one of them, a massive category that is slowly going online.</p><p>On the other hand, Jeffrey Bezos's retirement from the CEO position is an important factor in our analysis of the company, coupled with the recent retirement of Jeff Wilk, who runs the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive are important for Amazon to get this far, even his partial exit is a reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Tom Slater</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for online sales-especially mobile sales. This company creates a great consumer experience. It allows clients to designate a charity to accept excess floats in their insurance pool, which creates an incentive to not overstate claims. Renters insurance is usually the first insurance product people will buy. If the experience is great, they will consider purchasing the same brand of pet, car or homeowners insurance. Lemonade is building a modern technology stack in an industry where large vendors still run in mainstream frameworks.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits into this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technology, Affirm has created a more consumer-oriented experience, driving more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will the lack of profits become an obstacle to investment?</b></p><p><b>Tom Slater</b>: Whether a company is currently profitable has little to do with how much value it creates. In the case of a software-as-a-service (SAAS) company, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by this transaction can last for decades. As an investor, I want companies to sign as many clients as possible, which means they will lose a lot of money in the beginning. But if they can retain those customers, the value creation could be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>Text | Barron's contributor Lauren R. Rublin</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBerkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2021-06-23 19:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Baillie Gifford, an Edinburgh-based fund manager, has set a remarkable investment record by separating signal from noise over the past 110 years. The firm invests in publicly traded and privately held companies with long-term growth potential, regardless of macroeconomic variables and short-term market volatility.</p><p>The company's long-term investment vision and familiarity with new technologies make Tom Slater, its head of U.S. equity assets and portfolio manager of U.S. stocks and long-term global growth funds, a natural choice for Barron's recent Centennial Roundtable, whose members will be tasked with imagining the next 100 years.</p><p>As a continuation of the conversation, below is an edited interview where we focus on the companies that offer the most exciting investment opportunities. Slater is co-manager with Barron Roundtable member James Anderson, managing the roughly £ 18 bn ($25 bn) Baillie Gifford's Scottish Mortgage Investment Trust (SMT) and the $145 million Baillie Gifford U.S. Equity Growth fund (BGGSX) Co-manager of. Both companies have a five-star rating from Morningstar. In the 12 months ended March 31, Scottish Mortgage Investment Trust rose 99%; In the year ending June 15, U.S. With a total return of 73%, the Equity Growth fund ranks among the top in Morningstar's big growth stock category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, Photo: Photograph by Matt Marcus</span></p><p><b>Barron's: Growth stocks are facing challenges after a brilliant 2020. Are you worried about that?</b></p><p><b>Tom Slater</b>: We don't pay attention to short-term fluctuations in stock prices. We focus on interesting companies with long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many people try to focus on predicting economic variables. But they are inherently extremely difficult to predict, if not completely impossible. At the same time, there are many predictable trends in fields such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Tom Slater</b>: The decline in the cost curve of gene sequencing is far greater than the decline in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related fields. Gene sequencing is generating large amounts of medical data, and the cost of processing and storing this data is rapidly falling, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of encoding with 1s and zeros, we use Gs, Ts, As and Cs (guanine, thymine, adenine and cytosine-sequenced nucleic acid bases that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as for HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biomanufacturing processes.</p><p><b>Barron's: Wouldn't Moderna's success attract competitors?</b></p><p><b>Tom Slater</b>: When a technology undergoes drastic changes, not just the evolution of an existing paradigm, it is often difficult for established companies to accept this change. More likely, this technology will empower new businesses and new business models. So far, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective Novel Coronavirus vaccine.</p><p><b>Barron's: Speaking of electric vehicles, Baillie Gifford has cut her Tesla holdings from a peak position of more than 7% to less than 2%. Why is that?</b></p><p><b>Tom Slater</b>: We still have a large stake in Tesla. Part of this is because the sell-off reflects the strength of the company's stock price, as well as the company's operational success in driving the stock price higher. Part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who is the next Tesla in electric vehicles and more broadly?</b></p><p><b>Tom Slater</b>: China is the largest auto market in the world, and I would be surprised if there were no domestic competitors in China to challenge Tesla.<b>We are investors in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached this in a unique way, with a founder and CEO bundling most of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our ownership, Tesla's stock price has fallen by more than 30% 10 times.</p><p>Moderna has platform-type technology with a wide enough application to be very interesting as well. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD) in the retail sector, are attractive, partly because of their ambitions, and they are gradually changing the entire supply chain of their industries.</b></p><p>In Western markets, delivering pre-processed foods began as an alternative to takeout, while in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are getting smaller and smaller, and these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building a reliable fast delivery infrastructure, related industries emerge as the times require.</p><p><b>ByteDance is also very charming</b>。 Its social media subsidiary TikTok has sparked controversy in the U.S., but ByteDance is 95% about China, how rapidly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies led by founders as CEOs?</b></p><p><b>Tom Slater</b>: We want to invest in companies led by people who optimize for long-term results. It's more common in founders, but that's not to say you can't see it in professional CEOs.</p><p>Since 2016, Francis deSouza has served as CEO of Immena. The company has a large revenue base, is highly profitable and is growing in a predictable way. Last year, based on its forecast of the market direction in the next 5 to 10 years, Inmena bid $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this practice, but it's exactly what founders do.</p><p><b>Barron's: Which Private Enterprises Should Investors Watch?</b></p><p><b>Tom Slater</b>: Private companies like ByteDance and SpaceX have a market value of tens of billions of dollars. SpaceX is trying to reduce the cost of getting into space by several orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, which is using 3D printing technology to build rockets.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com. Why?</b></p><p><b>Tom Slater</b>: We have been shareholders of Amazon for 16 years. Before last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still faces some major opportunities. The grocery business is one of them, a massive category that is slowly going online.</p><p>On the other hand, Jeffrey Bezos's retirement from the CEO position is an important factor in our analysis of the company, coupled with the recent retirement of Jeff Wilk, who runs the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive are important for Amazon to get this far, even his partial exit is a reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Tom Slater</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for online sales-especially mobile sales. This company creates a great consumer experience. It allows clients to designate a charity to accept excess floats in their insurance pool, which creates an incentive to not overstate claims. Renters insurance is usually the first insurance product people will buy. If the experience is great, they will consider purchasing the same brand of pet, car or homeowners insurance. Lemonade is building a modern technology stack in an industry where large vendors still run in mainstream frameworks.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits into this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technology, Affirm has created a more consumer-oriented experience, driving more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will the lack of profits become an obstacle to investment?</b></p><p><b>Tom Slater</b>: Whether a company is currently profitable has little to do with how much value it creates. In the case of a software-as-a-service (SAAS) company, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by this transaction can last for decades. As an investor, I want companies to sign as many clients as possible, which means they will lose a lot of money in the beginning. But if they can retain those customers, the value creation could be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>Text | Barron's contributor Lauren R. Rublin</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9b7f74a62c44767fb8f0a4bfbf0d91bc","relate_stocks":{"PDD":"拼多多","03690":"美团-W","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163510991","content_text":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考虑宏观经济变量和短期市场波动。\n该公司的长期投资视野和对新技术的熟悉程度，使其美国权益资产主管、美股和长期全球增长基金的投资组合经理汤姆·斯莱特(Tom Slater)成为《巴伦周刊》最近举办的百年圆桌会议(Centennial Roundtable)的自然之选，该圆桌会议的成员将负责畅想未来100年。\n作为对话的延续，下文是经过编辑的采访，我们重点关注那些提供最令人兴奋的投资机会的公司。斯莱特与巴伦圆桌会议成员詹姆斯 · 安德森(James Anderson)共同担任联席经理，管理着约180亿英镑(合250亿美元)的 Baillie Gifford’s Scottish Mortgage Investment Trust (SMT) ，并担任1.45亿美元的 Baillie Gifford U.S. Equity Growth fund (BGGSX)的联席经理。这两家公司都获得了晨星的五星评级。在截至3月31日的12个月中，Scottish Mortgage Investment Trust上涨了99% ; 在截至6月15日的一年中，U.S. Equity Growth fund的总回报率为73% ，在晨星公司的大成长股类别中位居前列。\n汤姆·斯莱特(Tom Slater)，图：Photograph by Matt Marcus\n《巴伦周刊》：在经历了2020年的辉煌之后，成长型股票正面临挑战。你对此担心吗？\n汤姆 · 斯莱特：我们不关注股票价格的短期波动。我们专注于那些拥有长期发展机会的有趣公司。我们的平均持有期为5至10年。只有在这样的时间范围内，基本面才能推动股价。\n许多人试图专注于预测经济变量。但它们天生就是极难预测的，如果不是完全不可能的话。与此同时，在通信、计算、机器学习、能源生成和储存、基因测序和合成生物学等领域，有许多可以预测的趋势。我们关注可预测的趋势和它们创造的机会。\n《巴伦周刊》：在我们的百年圆桌会议上，你们观察到生物学领域的一些技术即使不比摩尔定律更好，至少也遵循类似的发展轨迹。投资者应该如何从中获利？\n汤姆 · 斯莱特：基因测序成本曲线的下降幅度，远远大于摩尔定律下计算能力成本下降的幅度。现在，成本下降正在向相关领域扩展。基因测序正在产生大量的医疗数据，处理和存储这些数据的成本正在迅速下降，将机器学习应用于这些数据的成本也在迅速下降。\n一个辅助疗法是我们开始打印（复制）DNA 或 RNA 的能力。莫德纳公司（Moderna，MRNA）正在打印 RNA 序列。我们讨论的是编程生物学，只不过不是用1和0编码，而是用 Gs、 Ts、 As 和 Cs （鸟嘌呤、胸腺嘧啶、腺嘌呤和胞嘧啶ー排序的核酸碱基组成基因组）。\n莫德纳公司基于信使 RNA 生产安全有效疫苗的能力，应该会增强人们对该公司生产疫苗能力的信心，以满足其他巨大的、未被满足的需求，比如针对艾滋病毒/艾滋病。另一家合成生物公司银杏生物工程(Ginkgo Bioworks)将通过与 SPAC合并上市。它正在编写可用于生物制造过程的一串串 DNA 代码。\n《巴伦周刊》：莫德纳的成功不会吸引竞争对手吗？\n汤姆 · 斯莱特：当一项技术经历了剧烈的变化，而不仅仅是现有范式的演变，既有的公司往往很难接受这种变化。更有可能的是，这项技术将会为新的业务和新的商业模式赋能。到目前为止，随着电动汽车或电动汽车的发展，汽车行业一直是这种情况。有趣的是，拥有大型疫苗特许经营权的制药公司还没有研制出有效的新冠病毒疫苗。\n《巴伦周刊》：说到电动汽车，Baillie Gifford已经将持有的特斯拉从7% 以上的峰值仓位削减到不到2%。这是为什么？\n汤姆 · 斯莱特：我们仍然持有大量特斯拉的股份。部分原因在于，这次抛售反映出该公司股价的强劲走势，以及该公司在推动股价上涨方面的运营成功。另一部分原因，这次抛售只是在通盘考虑从这里往上看的各种可能性。\n《巴伦周刊》：在电动汽车和更广泛的领域，谁是下一个特斯拉？\n汤姆 · 斯莱特：中国是世界上最大的汽车市场，如果没有中国国内的竞争者来挑战特斯拉，我会感到惊讶。我们是蔚来（ NIO）的投资者，而蔚来有机会成为这样的参与者。\n是什么样的特性让特斯拉如此有趣？每年销售的汽车超过1亿辆，这是一个巨大的市场。他们以一种独特的方式来处理这个问题，一位创始人兼首席执行官将自己的大部分财富与公司捆绑在一起。特斯拉顽强地追求一个长期愿景，不必过分担心股市的想法。在我们持股期间，特斯拉有10次股价下跌幅度超过30% 。\n莫德纳拥有应用程序足够广泛的平台型技术，因此也非常有趣。制造基因组测序仪器的因美纳公司（Illumina，ILMN）也有类似的机会。中国的公司，比如专注于本地服务的美团（3690），以及零售领域的拼多多（PDD），都很吸引人，部分原因在于它们的雄心壮志，它们正在逐渐改变本行业的整个供应链。\n在西方市场，配送预加工食品最初是作为外卖的替代品，而在中国，这一范围要大得多，因为这里有更多吃预加工食品的文化。在中国，公寓楼里的厨房设计得越来越小，同时这些公寓楼正在高效的食品配送服务基础设施而设计。当你在建设可靠的快速交付基础设施时，相关产业就应运而生。\n字节跳动也非常迷人。它的社交媒体子公司TikTok在美国引发了争议，但字节跳动95% 是关于中国的，这家公司在国内广告市场上的规模成长多么迅速。在中国，由创始人领导的大型企业正在充分利用国内市场的规模优势。\n《巴伦周刊》：你们更喜欢投资由创始人担任CEO领导的公司吗？\n汤姆 · 斯莱特：我们希望投资那些为长期结果而优化的人领导的公司。这在创始人身上更为常见，但这并不是说你不能在职业CEO身上看到。\n自2016年以来，弗朗西斯·德·苏萨（Francis deSouza ）一直担任因美纳公司的首席执行官。该公司有一个庞大的收入基础，利润丰厚，并以可预见的方式增长。去年，基于它对未来5到10年市场走向的预测，因美纳公司出价80亿美元收购了 Grail 公司，这是一家癌症血液检测的预收入开发商。股市并不喜欢这种做法，但这正是创始人该做的事情。\n《巴伦周刊》：投资者应该关注哪些私有企业？\n汤姆 · 斯莱特：像字节跳动和SpaceX这样的私有企业市值高达数百亿美元。SpaceX试图降低进入太空的成本达到几个数量级级别，并且它正在创造一个新的市场: 进入太空的商业途径。我们也是Relativity Space公司的投资者，该公司正在使用3D打印技术制造火箭。\n《巴伦周刊》：最近，你们减少了在亚马逊网站上的持股，为什么？\n汤姆 · 斯莱特：我们作为亚马逊的股东已经有16年了。在去年之前，任何减持都是为了基金内部的多样化。但是亚马逊对我们来说仍然是一个巨大的市场，它仍然面临着一些重大机遇。杂货业务就是其中之一，它是一个正在缓慢线上化的庞大类别。\n另一方面，杰弗里 · 贝佐斯从 CEO 的位置上退下来是我们分析公司的一个重要因素，再加上最近经营消费品业务的杰夫 · 威尔克的退休(贝佐斯将于7月5日成为执行主席)。如果你认为贝佐斯的远见和动力对于亚马逊走到这一步很重要，那么哪怕是他部分的退出，也是更加谨慎的理由。\n《巴伦周刊》：还有什么其他的投资让你兴奋？\n汤姆 · 斯莱特：Lemonade（LMND）最初是一家出售租房保险的公司，这家公司非常适合在线销售——尤其是手机销售。这家公司创造了很棒的消费体验。它允许客户指定一个慈善机构来接受他们保险池中的超额浮动，这就产生了不夸大索赔要求的激励。租房保险通常是人们会购买的第一种保险产品。如果体验很棒，他们会考虑购买同一品牌的宠物、汽车或者房主保险。Lemonade 正在一个大型厂商仍然在主流框架中运行的行业中建立一个现代技术堆栈。\n我们最近投资了10X 基因组公司（10X Genomics，TXG）和递归制药公司（Recursion Pharmaceuticals，RXRX）。共同的主题，再一次是应用信息技术的效率远远超过现有公司。\nAffirm Holdings（AFRM）也符合这一主题。传统上，销售点贷款对于消费者来说是一种糟糕的体验，利率很高，如果你不付款就会受到高额罚款。通过使用新技术，Affirm 创造了一个更加面向消费者的体验，推动了更多人使用该服务。这个模式的跑道很长。\n《巴伦周刊》：在什么情况下，缺少利润将成为投资的阻碍？\n汤姆 · 斯莱特：一家公司目前是否盈利与创造了多少价值几乎没有关系。以软件即服务（SAAS）公司为例，签下一个新客户在第一年可能要花很多钱，但这笔交易所产生的收入流可能会持续数十年。作为一个投资者，我希望公司签下尽可能多的客户，这意味着他们将在一开始损失很多钱。但是，如果他们能够留住这些客户，价值创造可能是海量的。\n《巴伦周刊》：谢谢你，汤姆。\n文｜《巴伦周刊》撰稿人劳伦·R·鲁布林（Lauren R. Rublin）","news_type":1,"symbols_score_info":{"PDD":0.9,"TSLA":0.9,"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":2126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121802645,"gmtCreate":1624457821087,"gmtModify":1703837365593,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"⋯","listText":"⋯","text":"⋯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121802645","repostId":"1152199095","repostType":4,"repost":{"id":"1152199095","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1624448804,"share":"https://ttm.financial/m/news/1152199095?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:46","market":"us","language":"zh","title":"Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1152199095","media":"华尔街见闻","summary":"当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。","content":"<p>Far from the world's financial centre, on the British Peninsula, sits a 110-year-old hardcore investment fund that was unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, fell in love 8 years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is now looking to China amid global economic turmoil.</p><p>According to the Financial Times, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to cope with the drastic changes and technological disruption that may take place in the global market in the next two decades.</b></p><p>Tom Slater, a fund manager of the company, said about investments in China:</p><p>I find that when you communicate with some founders in China, you have to put some doubts aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways every day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>The experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed achieved its daily order target.</p><p>As for the rest of Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Wait are all BG's \"things in the bag\".</p><p>It is worth mentioning that BG Xiangzhong Meituan was listed as early as 3 years ago, and since its IPO in 2018, Meituan's stock price has risen by 319%.</p><p>A similar situation arises in the case of ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The investment of the two has become the potential pinnacle of the BG venture capital field before the IPO. BG entered the venture capital space about a decade ago, with its product, the Scottish Mortgage Trust, now accounting for a fifth of its total assets.</p><p>BG is a British institution established in 1908, which is truly a \"century-old store\" in the asset management industry. In the past 20 years, excellent performance has driven its asset management scale to increase 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset investment portfolios such as equity and fixed income. This figure has been achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some of BG's famous success examples include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna, etc.</p><p>It spent $89 million to build a 2.3 million Tesla position in early 2013, with an average ownership cost of only $38.7; He continued to buy in the next three years, holding about 14 million shares in 2017, and has since been firmly the second shareholder of Tesla. Last year, Tesla's continuous surge caused huge waves in the North American hedge fund industry. Many large and medium-sized funds closed due to shorting Tesla, and BG's floating profit exceeded US $20 billion (equivalent to more than 140 billion yuan).</p><p>Since it first invested in Tesla in 2013, Tesla shares have risen nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's stock price has risen by more than 6,500%; BG held Moderna's stock before its public listing, and its stock price has risen by more than 1,000% in the year since its IPO.</p><p>Over the years, BG has been known for long-term investing. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Real investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very few high-quality companies that are the most competitive, innovative and growth efficient, and achieve excess returns\" is real investment (actual investing).</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestment giants who have tapped Amazon and Tesla: The biggest opportunity is in China\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2021-06-23 19:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Far from the world's financial centre, on the British Peninsula, sits a 110-year-old hardcore investment fund that was unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, fell in love 8 years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is now looking to China amid global economic turmoil.</p><p>According to the Financial Times, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to cope with the drastic changes and technological disruption that may take place in the global market in the next two decades.</b></p><p>Tom Slater, a fund manager of the company, said about investments in China:</p><p>I find that when you communicate with some founders in China, you have to put some doubts aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways every day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>The experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed achieved its daily order target.</p><p>As for the rest of Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Wait are all BG's \"things in the bag\".</p><p>It is worth mentioning that BG Xiangzhong Meituan was listed as early as 3 years ago, and since its IPO in 2018, Meituan's stock price has risen by 319%.</p><p>A similar situation arises in the case of ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The investment of the two has become the potential pinnacle of the BG venture capital field before the IPO. BG entered the venture capital space about a decade ago, with its product, the Scottish Mortgage Trust, now accounting for a fifth of its total assets.</p><p>BG is a British institution established in 1908, which is truly a \"century-old store\" in the asset management industry. In the past 20 years, excellent performance has driven its asset management scale to increase 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset investment portfolios such as equity and fixed income. This figure has been achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some of BG's famous success examples include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna, etc.</p><p>It spent $89 million to build a 2.3 million Tesla position in early 2013, with an average ownership cost of only $38.7; He continued to buy in the next three years, holding about 14 million shares in 2017, and has since been firmly the second shareholder of Tesla. Last year, Tesla's continuous surge caused huge waves in the North American hedge fund industry. Many large and medium-sized funds closed due to shorting Tesla, and BG's floating profit exceeded US $20 billion (equivalent to more than 140 billion yuan).</p><p>Since it first invested in Tesla in 2013, Tesla shares have risen nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's stock price has risen by more than 6,500%; BG held Moderna's stock before its public listing, and its stock price has risen by more than 1,000% in the year since its IPO.</p><p>Over the years, BG has been known for long-term investing. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Real investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very few high-quality companies that are the most competitive, innovative and growth efficient, and achieve excess returns\" is real investment (actual investing).</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3784f27cbe847751b5f227c1d2030e7","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152199095","content_text":"远离世界金融中心的英伦半岛，坐落着一家110年历史的骨灰级投资基金，17年前它就发掘了亚马逊，8年前便相中了特斯拉，全球经济动荡之际，它如今将目光投向了中国。\n据英国金融时报，Baillie Gifford（BG）认为中国是最引人注目的机会来源，以应对未来二十年，全球市场可能发生的剧烈变化和技术颠覆。\n该公司一名基金经理Tom Slater谈及在中国的投资时称：\n\n 我发现，当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。\n\n他回忆说，2015年他在旧金山遇到美团创始人王兴时，觉得每天配送几千万顿外卖的目标“完全是不可能的事”，但投资腾讯的经历又提醒他，“在中国，并非不可能”。于是就在那一年，BG首次投资了美团，如今事实证明，美团确实达成了其每日订单目标。\n其余中概股方面，蔚来、百度、好未来、拼多多等都是BG的“囊中之物”。\n值得一提的是，BG相中美团早在其公开上市3年前，而自2018年IPO以来，美团股价已经上涨了319%。\n类似的情况出现在对字节跳动和阿里巴巴的投资，两者IPO前就已成为BG风投领域潜在的巅峰之作。BG约10年前进入风投领域，以其旗下产品苏格兰抵押贷款信托(Scottish Mortgage Trust)为例，风险投资目前已占其总资产的五分之一。\nBG是一家1908年成立的英国机构，真正资管界的“百年老店”。过去20年里，优秀业绩推动其资管规模增长了15倍，从2000年底的220亿英镑增加到2020年底的3260亿英镑，其中包括权益类、固定收益等多元资产投资组合。这一数字是通过稳定增长，而不是通过合并或收购实现的。\n\n除中国市场外，BG一些著名的成功例子包括特斯拉、亚马逊、Illumina和Moderna等。\n它在2013年初耗资8900万美元建立了230万股的特斯拉头寸，平均持股成本仅38.7美元；随后三年继续买入，2017年持有约1400万股，从此稳居特斯拉二股东席位。去年，特斯拉的连续暴涨在北美对冲基金业掀起巨浪，不少大中型基金因做空特斯拉而关门，BG则浮盈超200亿美元（折合1400亿人民币以上）。\n自其2013年首次投资特斯拉以来，特斯拉股价上涨近9000%。此外，自2004年首次投资亚马逊以来，亚马逊股价涨超6500%；Moderna公开上市前BG便持有其股票，该股IPO以来一年，股价已上涨逾1000%。\n多年来，BG以长期投资著称。在BG公司总部的入口处，写着这家其直观易懂的投资理念——“真正的投资者不会只关注几个季度，他们会放眼数十年（Actual investors think in decades. Not quarters.）”。\n在Baillie Gifford看来，“长期投资于最具竞争力、创新性和成长效率的极少数优质企业，并取得超额回报”，这才是真正的投资（actual investing）。","news_type":1,"symbols_score_info":{"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121808653,"gmtCreate":1624457792872,"gmtModify":1703837362998,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"：","listText":"：","text":"：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121808653","repostId":"2145929670","repostType":4,"repost":{"id":"2145929670","kind":"highlight","pubTimestamp":1624452183,"share":"https://ttm.financial/m/news/2145929670?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:43","market":"us","language":"zh","title":"Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145929670","media":"金十数据","summary":"市场普遍预期Q2交付量将再创新高，如何把握时机提早布局？","content":"<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears to be \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-23 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears to be \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。\n同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：\n\nQ2交付量预测\n对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计，在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆），这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：\n\n前高盛CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆），第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167425974,"gmtCreate":1624282923098,"gmtModify":1703832375140,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167425974","repostId":"1172790765","repostType":4,"repost":{"id":"1172790765","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":1624269676,"share":"https://ttm.financial/m/news/1172790765?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:01","market":"us","language":"zh","title":"Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1172790765","media":"老虎资讯综合","summary":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣","content":"<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to acquire 51job, which values the human resources services company at about $5.3 billion.</p><p>According to people familiar with the matter, the consortium, which also includes Zhen Ronghui, co-founder and CEO of private equity investment firms Ouling Investment and 51job, is currently in advanced talks to acquire the New York-listed company for about $79.05 per ADS. The agreement could be announced as soon as Monday, said people familiar with the matter, who asked not to be anonymous because the matter was not public.</p><p>This bid represents a 5.9% premium to 51job's most recent closing price, which is equivalent to the initial plan of Dehong Capital last September. According to data compiled by Bloomberg, this will be one of the largest acquisitions by Chinese companies listed in the United States this year.</p><p>According to people familiar with the matter, the consortium's acquisition funds mainly come from domestic banks. Japan's Recruit Holdings Co. is currently 51job's largest shareholder, holding a 34.8% stake, and plans to sell a small stake and continue to hold the remainder.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is expected to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% of the shares together. People familiar with the matter said that negotiations are still going on, and the details and timing of the transaction may change.</p><p>In this regard, 51job said it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-21 18:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to acquire 51job, which values the human resources services company at about $5.3 billion.</p><p>According to people familiar with the matter, the consortium, which also includes Zhen Ronghui, co-founder and CEO of private equity investment firms Ouling Investment and 51job, is currently in advanced talks to acquire the New York-listed company for about $79.05 per ADS. The agreement could be announced as soon as Monday, said people familiar with the matter, who asked not to be anonymous because the matter was not public.</p><p>This bid represents a 5.9% premium to 51job's most recent closing price, which is equivalent to the initial plan of Dehong Capital last September. According to data compiled by Bloomberg, this will be one of the largest acquisitions by Chinese companies listed in the United States this year.</p><p>According to people familiar with the matter, the consortium's acquisition funds mainly come from domestic banks. Japan's Recruit Holdings Co. is currently 51job's largest shareholder, holding a 34.8% stake, and plans to sell a small stake and continue to hold the remainder.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is expected to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% of the shares together. People familiar with the matter said that negotiations are still going on, and the details and timing of the transaction may change.</p><p>In this regard, 51job said it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46494ff0a967fd1461f0d4b570a39e77","relate_stocks":{"JOBS":"前程无忧"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172790765","content_text":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣辉，目前正在进行深入谈判，以每ADS约79.05美元的价格收购这家纽约上市公司。因事未公开而要求匿名的知情人士表示，协议最快可能于周一宣布。\n这一出价比前程无忧的最近收盘价溢价5.9%，与去年9月德弘资本的初始方案相当。根据彭博汇编的数据，这将是今年以来在美上市中资企业规模最大的收购交易之一。\n知情人士称，该财团收购资金主要来自于国内的银行。日本的Recruit Holdings Co.目前是前程无忧最大的股东，持有34.8%的股份，计划出售少量持股，并继续持有剩余股份。\n甄荣辉持有大约19.2%的股份，势将增持至近40%，而德弘资本和鸥翎投资将合共持有超过20%的股份。知情人士称，磋商仍在继续，交易细节和时间可能有变。\n对此，前程无忧表示，不予置评。","news_type":1,"symbols_score_info":{"JOBS":0.9}},"isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167422599,"gmtCreate":1624282907711,"gmtModify":1703832374485,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167422599","repostId":"1115796699","repostType":4,"isVote":1,"tweetType":1,"viewCount":2175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426775,"gmtCreate":1624282889297,"gmtModify":1703832373502,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426775","repostId":"1152151455","repostType":4,"isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426828,"gmtCreate":1624282866064,"gmtModify":1703832372516,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426828","repostId":"1169694875","repostType":4,"repost":{"id":"1169694875","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1624271475,"share":"https://ttm.financial/m/news/1169694875?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:31","market":"sh","language":"zh","title":"The high point of pullback/retracement is nearly 30%, can CDFG still hold on?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169694875","media":"格隆汇投资学苑","summary":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本","content":"<p>Hold on, don't panic. Some people say that the fast lane of development in the first 40 years depends on Shenzhen; Looking at Shanghai Pudong on the fast lane thirty years ago; The fast lane in the next twenty years must look at Hainan.</p><p>In 1988, when China's reform and opening up entered its tenth year, Hainan Island broke away from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal town with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed.<b>Hainan has been promoted to a new historical position.</b></p><p>In June 2020, the State Council issued the \"Overall Plan for the Construction of Hainan Free Trade Port\", announcing the construction of a free trade port in Hainan.<b>Among them, the personal duty-free shopping limit will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a giant in Hainan's duty-free industry<a href=\"https://laohu8.com/S/601888\">China CDFG</a>, also ushered in spring. Within 8 months (as of February this year), the stock price rose by more than 280%, reaching a maximum of 403.78 yuan per share.</p><p><b>1. China Duty Free that won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to the largest industry in Hainan-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than 2 times.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchase of outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the ones that were established the latest and were relatively inferior in scale, channels and operations<b>China CDFG ranked fourth with a revenue of 6.1 billion euros, much higher than well-known duty-free merchants such as DFS.</b></p><p>In the third quarter of 2020, when global tourism and consumption were severely hit, the domestic epidemic situation was gradually brought under control. Coupled with favorable tax exemption policies, China CDFG's third-quarter revenue surpassed the top three Dufry, Lotte and Silla, with revenue of US $2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(Operating income of global duty-free merchants in 2020)</p><p><b>In the domestic market, CDFG is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops on outlying islands have been opened in Hainan, occupying two superior geographical locations of transportation hub and commercial center respectively.</p><p>And among the eight companies with duty-free licenses in China, two are directly related to CDFG. Rishang Duty Free Bank has been acquired by CDFG, and Haitu has also been injected into CDFG. With the support of this part, CDFG's market share in 2020 has exceeded 90%.</p><p>Therefore,<b>As the absolute leader in the domestic duty-free industry and the only A-share listed company whose main business is duty-free business, CDFG has been highly sought after by capital</b>, public funds are concentrated in groups, and China CDFG has become one of the heavyweight stocks of public funds in 2020.</p><p>Under the influence of multiple factors, CDFG's stock price has soared, jumping from less than 100 yuan in June 2020 to the highest point of 400 yuan in February 2021.</p><p><b>2. The growth rate is lower than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free merchants such as Shentu, Haifa Control, and Hailv Investment also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute CDFG's market share of more than 90% to about 70%.</b></p><p>At the same time, many enterprises have launched the \"robbing\" of the 9th duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that China CDFG's stock price fell rapidly after the market opened after the year, plunging nearly 30% within 20 days. In addition to the impact of overall market fluctuations after the year,<b>But another important reason is that its performance has failed to provide strong support for the stock price.</b></p><p>On April 13, China CDFG released its first quarter results, achieving total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Achieved a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period last year; Operating profit was 4.458 billion yuan, an increase of 4.776 billion yuan over the same period last year.</p><p>From a numerical perspective,<b>This performance is indeed good, but the vertical comparison growth rate is not impressive. Affected by this, the stock price directly fell to the limit on that day.</b></p><p>In the first quarter of 2021, CDFG achieved high growth in performance, but this high year-on-year growth is above the low base during the worst period of the epidemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China CDFG's growth in the first quarter of this year was only 33%, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>And from another perspective, the surge in CDFG's performance in 2020 is mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, and in the first quarter of 2021 it was 18.1 billion yuan, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the stock price of CDFG has been fluctuating in a box shape in recent months, and it has continued to fall in the past month, and there is a trend of falling below the bottom of the box, from 348 yuan/share at the end of May to the current 281 yuan/share, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China CDFG, which entered the market early, has benefited from the policy by virtue of its leading status as the \"first tax-free stock\", and has achieved exponential growth in less than a year, but this is not driven by performance growth, mainly It is favored by institutional group capital.</p><p>It can be seen from the recent rolling P/E of CDFG that although funds are flowing from high valuations to low valuations and the overall market is pulling back, CDFG's valuation is still at a high historical average level. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>But in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continued stimulation of the dividends of the tax exemption policy on outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader in the current duty-free industry, CDFG's performance will continue to grow, and investors can wait for the appropriate hitting area.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The high point of pullback/retracement is nearly 30%, can CDFG still hold on?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe high point of pullback/retracement is nearly 30%, can CDFG still hold on?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2021-06-21 18:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hold on, don't panic. Some people say that the fast lane of development in the first 40 years depends on Shenzhen; Looking at Shanghai Pudong on the fast lane thirty years ago; The fast lane in the next twenty years must look at Hainan.</p><p>In 1988, when China's reform and opening up entered its tenth year, Hainan Island broke away from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal town with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed.<b>Hainan has been promoted to a new historical position.</b></p><p>In June 2020, the State Council issued the \"Overall Plan for the Construction of Hainan Free Trade Port\", announcing the construction of a free trade port in Hainan.<b>Among them, the personal duty-free shopping limit will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a giant in Hainan's duty-free industry<a href=\"https://laohu8.com/S/601888\">China CDFG</a>, also ushered in spring. Within 8 months (as of February this year), the stock price rose by more than 280%, reaching a maximum of 403.78 yuan per share.</p><p><b>1. China Duty Free that won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to the largest industry in Hainan-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than 2 times.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchase of outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the ones that were established the latest and were relatively inferior in scale, channels and operations<b>China CDFG ranked fourth with a revenue of 6.1 billion euros, much higher than well-known duty-free merchants such as DFS.</b></p><p>In the third quarter of 2020, when global tourism and consumption were severely hit, the domestic epidemic situation was gradually brought under control. Coupled with favorable tax exemption policies, China CDFG's third-quarter revenue surpassed the top three Dufry, Lotte and Silla, with revenue of US $2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(Operating income of global duty-free merchants in 2020)</p><p><b>In the domestic market, CDFG is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops on outlying islands have been opened in Hainan, occupying two superior geographical locations of transportation hub and commercial center respectively.</p><p>And among the eight companies with duty-free licenses in China, two are directly related to CDFG. Rishang Duty Free Bank has been acquired by CDFG, and Haitu has also been injected into CDFG. With the support of this part, CDFG's market share in 2020 has exceeded 90%.</p><p>Therefore,<b>As the absolute leader in the domestic duty-free industry and the only A-share listed company whose main business is duty-free business, CDFG has been highly sought after by capital</b>, public funds are concentrated in groups, and China CDFG has become one of the heavyweight stocks of public funds in 2020.</p><p>Under the influence of multiple factors, CDFG's stock price has soared, jumping from less than 100 yuan in June 2020 to the highest point of 400 yuan in February 2021.</p><p><b>2. The growth rate is lower than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free merchants such as Shentu, Haifa Control, and Hailv Investment also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute CDFG's market share of more than 90% to about 70%.</b></p><p>At the same time, many enterprises have launched the \"robbing\" of the 9th duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that China CDFG's stock price fell rapidly after the market opened after the year, plunging nearly 30% within 20 days. In addition to the impact of overall market fluctuations after the year,<b>But another important reason is that its performance has failed to provide strong support for the stock price.</b></p><p>On April 13, China CDFG released its first quarter results, achieving total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Achieved a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period last year; Operating profit was 4.458 billion yuan, an increase of 4.776 billion yuan over the same period last year.</p><p>From a numerical perspective,<b>This performance is indeed good, but the vertical comparison growth rate is not impressive. Affected by this, the stock price directly fell to the limit on that day.</b></p><p>In the first quarter of 2021, CDFG achieved high growth in performance, but this high year-on-year growth is above the low base during the worst period of the epidemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China CDFG's growth in the first quarter of this year was only 33%, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>And from another perspective, the surge in CDFG's performance in 2020 is mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, and in the first quarter of 2021 it was 18.1 billion yuan, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the stock price of CDFG has been fluctuating in a box shape in recent months, and it has continued to fall in the past month, and there is a trend of falling below the bottom of the box, from 348 yuan/share at the end of May to the current 281 yuan/share, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China CDFG, which entered the market early, has benefited from the policy by virtue of its leading status as the \"first tax-free stock\", and has achieved exponential growth in less than a year, but this is not driven by performance growth, mainly It is favored by institutional group capital.</p><p>It can be seen from the recent rolling P/E of CDFG that although funds are flowing from high valuations to low valuations and the overall market is pulling back, CDFG's valuation is still at a high historical average level. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>But in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continued stimulation of the dividends of the tax exemption policy on outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader in the current duty-free industry, CDFG's performance will continue to grow, and investors can wait for the appropriate hitting area.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dde701c3294fae0b0a6e20ec22ac1c36","relate_stocks":{"601888":"中国中免"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169694875","content_text":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本人口只有30万的海滨小城海口市一跃成为中国最大经济特区的首府。\n30年后，一项重大利好终于落地，海南被提升到了新的历史地位。\n国务院在2020年6月发布了《海南自由贸易港建设总体方案》，宣布在海南建设自由贸易港，其中将个人的免税购物限额从3万上调至10万元。\n\n作为海南免税业巨头的中国中免，也迎来了春天。8个月内（截至今年2月）股价涨幅超过280%，最高达403.78元/股。\n1、拔得头筹的中免\n政策的春风给海南吹来了利好，同时也给海南最大的产业——免税业带来了春天。从数据来看，政策实施后的半年内，海南自贸港日均销售额超1.2亿元，同比增长达2倍多，2020年全年海南离岛免税销售总额（含离岛补购）达到了325亿元。\n按照疫情前的正常数据来看，2019年全球免税商营业收入排行中，而其中成立时间最晚，规模、渠道和运营相对劣势的中国中免以61亿欧元的收入排名第四，远远高于DFS等知名免税商。\n而2020年的第三季度，在全球旅游业和消费受到剧烈打击的情形下，国内的疫情状况逐渐得到控制，再加之免税政策的利好，中国中免三季度营收一举超过前三名的Dufry、乐天和新罗，营收24.3亿美元，成为全球最大的免税运营商。\n\n（2020年度全球免税商营业收入）\n在国内市场中，中免确实是先行者，早早地在海南圈地、开免税店。2020年之前就已经在海南开设了4家离岛免税店，并分别占据了交通枢纽和商业中心两大优越的地理位置。\n且在国内拥有免税业牌照的八家企业中，有两家都与中免有着直接关系，日上免税行已被中免收购，而海兔也已经注入中免。在这一部分的加持下，中国中免在2020年的市场份额已超过90%。\n因此，中国中免作为国内免税行业的绝对龙头以及A股唯一一家以免税业务为主业的上市公司，受到了资本的大力追捧，公募基金集中抱团，中国中免成为了2020年公募基金的重仓股之一。\n在多重因素的影响下，中国中免的股价一路飞涨，从2020年6月的不足百元跃升至2021年2月最高点的400元。\n2、增速不及预期\n而2020年底，在政策的支持下，深兔、海发控、海旅投等其他免税商也在海南开设了离岛免税店，悄悄改变了中免在国内免税市场中一枝独秀的状况。未来更多免税店的建成也将把中免超过90%的市占率稀释至70%左右。\n与此同时，多家企业展开了对第9张免税“金牌”的“抢夺”，虽然短期内不会造成冲击，但是免税市场对企业的吸引力非常大，也会有更多的后来者入局。\n其实从股价走势中能看出，年后开盘之后中国中免的股价迅速回落，20天内跳水近30%。除了年后大盘整体波动的影响外，但还有一个重要的原因是其业绩却并未能为股价提供有力的支撑。\n4月13日中国中免发布一季度业绩，实现总营收181.34亿元，同比增长127.48%；实现净利润28.49亿元，上年同期亏损2186万元；营业利润44.58亿元，较上年同期增加47.76亿元。\n从数字上来看，这份业绩确实不错，但纵向对比增速并不可观，受此影响当日股价直接跌停。\n2021年一季度中国中免实现了业绩的高增长，但这个同比高增长是与去年同期疫情最严重的时期的低基数之上的。 且与2019年一季度33.55亿元的营业利润相比，中国中免今年一季度增长只有33%，远低于2019年同期101%的利润增速。\n\n且从另一个方面来看，中免2020年的业绩大增主要是受到四季度政策支持业绩走强的影响。2020年四季度的营业收入近175亿元，2021年一季度为181亿元，其环比增速也在呈下降趋势。\n受此影响，中国中免近几个月的股价一直呈箱式震荡，近一个月以来更是持续下跌，且有跌破箱底的趋势，从五月底的348元/股下跌至现在的281元/股，大跌了近20%。\n\n3、总结\n早早入场的中国中免的凭借着“免税第一股”的龙头身份吃到了政策的红利，在不到一年的时间内实现了成倍的增长，但这非来自于业绩增长的推动，主要是受到机构抱团资本的青睐。\n从中国中免近期的滚动市盈率就可以看到，尽管是在资金从高估值流向低估值，大盘整体回调的情况下，中免的估值却仍处在历史的平均水平的高位。不过也能看到，随着近两个月股价的回撤，其高估值也在逐渐被消化。\n\n但长远来看，随着疫苗的接种的普及，人们的旅游意愿也在逐渐恢复，再加上离岛免税政策红利的持续刺激下，免税业这一赛道的市场规模在未来几年仍会保持高增速的态势。\n而中国中免作为目前免税行业的绝对龙头，其业绩仍会持续增长，投资者可以静候合适的击球区。","news_type":1,"symbols_score_info":{"601888":0.9}},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167241924,"gmtCreate":1624273486468,"gmtModify":1703832111060,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167241924","repostId":"1118470789","repostType":4,"repost":{"id":"1118470789","kind":"news","pubTimestamp":1624271343,"share":"https://ttm.financial/m/news/1118470789?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:29","market":"sh","language":"zh","title":"CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions","url":"https://stock-news.laohu8.com/highlight/detail?id=1118470789","media":"华尔街见闻","summary":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》","content":"<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21, China Construction Bank issued the \"Announcement on Prohibiting the Use of Our Bank's Services for Virtual Currency Transactions.\"</p><p>The announcement said:</p><p>Virtual currency trading speculation seriously disrupts the normal economic and financial order and infringes on the safety of people's property. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other ministries and trade associations on Preventing Bitcoin Risks, the Announcement on Preventing Token Issuance Financing Risks, the Announcement on Preventing Virtual Currency Transaction Speculation Risks, and the recent interview guidance requirements of relevant departments of the People's Bank of China, so as to crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain normal economic and financial order. 2. No institution or individual may use the account opened with our bank to recharge virtual currency transaction funds, withdraw cash, purchase or sell related transaction recharge codes and other activities, and may not transfer virtual currency transactions through the account opened with our bank. related funds. 3. Our bank will continue to strengthen the daily monitoring and investigation of transactions involving virtual currencies. For the above-mentioned behaviors involving virtual currency transactions, measures such as suspending relevant account transactions and terminating financial services will be immediately taken once discovered. Clues of violations of laws and regulations found will be reported to relevant departments immediately. Here is a warm reminder: Customers are requested to enhance their risk awareness, cherish their personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency trading speculation activities, and beware of damage to their own property and rights. At the same time, the Industrial and Commercial Bank of China issued the \"Statement on Prohibiting the Use of Our Bank's Services to Conduct Virtual Currency Transactions.\"</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other five ministries and commissions on December 4, 2013 on Preventing Bitcoin Risks and the Announcement of the People's Bank of China and other seven ministries and commissions on September 4, 2017 on Preventing Token Issuance Financing Risks, protect the property rights and interests of the public and maintain the stability of economic and financial order. Our bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and canceling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. The Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Bank's Accounts, Products, Services, and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of five ministries and commissions including the People's Bank of China on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of seven ministries and commissions including the People's Bank of China on Preventing Token Issuance Financing Risks, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. Our bank will continue to strengthen risk monitoring in payment transactions. Once the above-mentioned relevant behaviors are discovered, our bank has the right to take control measures such as suspending account transactions and canceling accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Conduct Virtual Currency Transactions such as Bitcoin\" in Weibo, stating that it will monitor and investigate transactions involving virtual currencies, and block them immediately once found.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-21 18:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21, China Construction Bank issued the \"Announcement on Prohibiting the Use of Our Bank's Services for Virtual Currency Transactions.\"</p><p>The announcement said:</p><p>Virtual currency trading speculation seriously disrupts the normal economic and financial order and infringes on the safety of people's property. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other ministries and trade associations on Preventing Bitcoin Risks, the Announcement on Preventing Token Issuance Financing Risks, the Announcement on Preventing Virtual Currency Transaction Speculation Risks, and the recent interview guidance requirements of relevant departments of the People's Bank of China, so as to crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain normal economic and financial order. 2. No institution or individual may use the account opened with our bank to recharge virtual currency transaction funds, withdraw cash, purchase or sell related transaction recharge codes and other activities, and may not transfer virtual currency transactions through the account opened with our bank. related funds. 3. Our bank will continue to strengthen the daily monitoring and investigation of transactions involving virtual currencies. For the above-mentioned behaviors involving virtual currency transactions, measures such as suspending relevant account transactions and terminating financial services will be immediately taken once discovered. Clues of violations of laws and regulations found will be reported to relevant departments immediately. Here is a warm reminder: Customers are requested to enhance their risk awareness, cherish their personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency trading speculation activities, and beware of damage to their own property and rights. At the same time, the Industrial and Commercial Bank of China issued the \"Statement on Prohibiting the Use of Our Bank's Services to Conduct Virtual Currency Transactions.\"</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other five ministries and commissions on December 4, 2013 on Preventing Bitcoin Risks and the Announcement of the People's Bank of China and other seven ministries and commissions on September 4, 2017 on Preventing Token Issuance Financing Risks, protect the property rights and interests of the public and maintain the stability of economic and financial order. Our bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and canceling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. The Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Bank's Accounts, Products, Services, and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of five ministries and commissions including the People's Bank of China on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of seven ministries and commissions including the People's Bank of China on Preventing Token Issuance Financing Risks, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. Our bank will continue to strengthen risk monitoring in payment transactions. Once the above-mentioned relevant behaviors are discovered, our bank has the right to take control measures such as suspending account transactions and canceling accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Conduct Virtual Currency Transactions such as Bitcoin\" in Weibo, stating that it will monitor and investigate transactions involving virtual currencies, and block them immediately once found.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633438\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"601939":"建设银行"},"source_url":"https://wallstreetcn.com/articles/3633438","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118470789","content_text":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》。\n公告表示：\n\n 虚拟货币交易炒作活动严重扰乱经济金融正常秩序,侵害人民群众财产安全。为进一步贯彻国务院金融委会议精神，落实人民银行等多部委、行业协会《关于防范比特币风险的通知》《关于防范代币发行融资风险的公告》《关于防范虚拟货币交易炒作风险的公告》以及近日人民银行有关部门约谈指导要求，打击虚拟货币交易行为，保护社会公众的财产权益，维护正常经济金融秩序，我行重申：一、建设银行严格落实国家有关监管要求，恪守行业自律承诺，坚决不开展、不参与任何与虚拟货币相关的业务活动，坚决不为虚拟货币提供账户开立、登记、交易、清算、结算等任何金融产品和服务。二、任何机构和个人不得将在我行开立的账户用于虚拟货币的交易资金充值以及提现、购买或销售相关交易充值码等活动，不得通过在我行开立的账户划转与虚拟货币交易相关的资金。三、我行将持续加强涉虚拟货币交易的日常监控排查力度，对于上述涉虚拟货币交易的行为，一经发现将立即采取暂停相关账户交易、终止金融服务等措施。对发现的违法违规线索，将立即向有关部门报告。在此温馨提示：请广大客户增强风险意识，珍惜个人银行账户，不用于虚拟货币相关资金交易，不参与虚拟货币交易炒作活动，谨防自身财产及权益受损。\n\n同一时间，中国工商银行发布了《关于禁止使用我行服务开展虚拟货币交易的声明》。\n声明表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委2013年12月4日《关于防范比特币风险的通知》和中国人民银行等七部委2017年9月4日《关于防范代币发行融资风险的公告》规定，保护社会公众的财产权益，维护经济金融秩序稳定，按照近日人民银行有关部门约谈指导要求，我行重申，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强监测，一经发现，有权采取暂停相关账户交易、注销账户等控制措施，并将相关信息报告有关部门。社会公众应高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n中国邮政储蓄银行也发布了《关于禁止使用我行账户、产品、服务、渠道进行 “虚拟货币”相关业务活动的公告》。\n公告表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委《关于防范比特币风险的通知》（银发〔2013〕289号）和中国人民银行等七部委《关于防范代币发行融资风险的公告》等监管规定，按照近日中国人民银行有关部门约谈指导要求，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强支付交易环节风险监测，一经发现上述有关行为，我行有权采取暂停账户交易、注销账户等控制措施，并将相关信息报告监管部门。提示社会公众高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n此外，支付宝在微博发布了《关于禁止使用我公司服务开展比特币等虚拟货币交易的声明》，表示将监控排查涉及虚拟货币的交易行为，一经发现立即封堵。\n全文如下：","news_type":1,"symbols_score_info":{"601939":0.9}},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156931,"gmtCreate":1624183904423,"gmtModify":1703830301296,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Jssu","listText":"Jssu","text":"Jssu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156931","repostId":"2144572796","repostType":4,"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}