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2024-01-14

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2024-01-03

666

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

2023-12-12

$Palantir Technologies Inc.(PLTR)$

2022-09-30

$纳指三倍做空ETF(SQQQ)$

2021-12-24

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2021-06-28

111

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2021-06-18

？

Hawkish signal! With the Federal Reserve gradually changing its tune, what will happen to the real estate and stock markets?

2021-05-29

I

Last night and this morning: The short squeeze by retail investors has paused! Biden unveils $6 trillion budget

2021-05-27

111

This signal indicates that the market is downplaying concerns about the Federal Reserve's tightening this summer.

2021-05-27

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Three factors indicate that the "reverse period" of technology stocks is not over yet

2021-05-03

666

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2021-05-01

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TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? 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Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251274818994280,"gmtCreate":1702383715547,"gmtModify":1702383718424,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/4eca804b1d7bfd8510044aad5ae3a8e9","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251274818994280","isVote":1,"tweetType":1,"viewCount":5091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916384387,"gmtCreate":1664511428849,"gmtModify":1676537469196,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","text":"$纳指三倍做空ETF(SQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916384387","isVote":1,"tweetType":1,"viewCount":4643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009091229,"gmtCreate":1640343023262,"gmtModify":1676533517464,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009091229","repostId":"1169357395","repostType":4,"isVote":1,"tweetType":1,"viewCount":5782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127962201,"gmtCreate":1624819136703,"gmtModify":1703845506737,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"111","listText":"111","text":"111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/127962201","repostId":"1192656485","repostType":4,"isVote":1,"tweetType":1,"viewCount":7242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168125845,"gmtCreate":1623967496187,"gmtModify":1703824727038,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/168125845","repostId":"1111690771","repostType":4,"repost":{"id":"1111690771","kind":"news","pubTimestamp":1623935139,"share":"https://ttm.financial/m/news/1111690771?lang=en_US&edition=fundamental","pubTime":"2021-06-17 21:05","market":"us","language":"zh","title":"Hawkish signal! With the Federal Reserve gradually changing its tune, what will happen to the real estate and stock markets?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111690771","media":"杠杆游戏","summary":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息","content":"<p>Global attention is focused on whether the United States will be rate hike, and when will it be rate hike?</p><p>On June 16 local time, the Federal Reserve released its economic forecast and policy statement. The Federal Reserve raised its forecasts for the U.S. economy and inflation in 2021, respectively. The dot plot released together showed that more than half of FOMC members gave expectations for rate hike ahead of schedule, with the median forecast suggesting that the Fed will rate hike twice before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Overall, the Federal Reserve's concerns about prices have increased, and hawkish signals are beginning to emerge. What impact will this have on my country's stock and real estate markets? Leverage Games will discuss this based on the details of this interest rate meeting.</p><p><b>1. Hawkish turning signals deserve attention!</b></p><p>Thirteen of the 18 committee members support holding at least one rate hike by the end of 2023. The Federal Reserve is relatively confident in the U.S. economy, believing that U.S. GDP will grow by 7.0% in 2021, compared to the forecast of 6.5% at its March meeting.</p><p>The Federal Reserve also raised its real GDP forecast for 2023 to 2.4% from the previous expectation of 2.2%. With the relatively good economic recovery, price and monetary policy issues naturally arise.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures conducted a survey, which they found very meaningful and expressed their gratitude.</p><p>The rate hike path dot plot by Federal Reserve officials shows that the Fed may rate hike twice by the end of 2023.</p><p>The June dot plot of the FOMC (Federal Open Market Committee) showed that 13 of the 18 members supported at least one rate hike by the end of 2023, compared to 7 in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Special thanks)</p><p>Eleven committee members are expected to hold at least two rate hike by the end of 2023, and seven committee members are expected to begin their rate hike in 2022. There were four in March.</p><p>The median dot plot forecast in March suggests that rate hike will not occur before the end of 2023.</p><p><b>2. Federal Reserve Chairman Jerome Powell generally believes that it is too early to discuss rate hike. The key question is why?</b></p><p>Of course, the Federal Reserve is preparing to adjust the excess reserve rate (IOER) from 0.1% to 0.15%, which means that the Fed is actually taking appropriate action in the face of excess liquidity.</p><p>However, it has been made clear that it will continue to increase its holdings of at least $80 billion in Treasury Bond and at least $40 billion in mortgage-backed securities each month until substantial progress is made on the goals of full employment and price stability.</p><p>The leverage game needs to be added here: what constitutes the goals of full employment and price stability?</p><p>For example, the United States added 278,000 and 559,000 non-farm payrolls in April and May respectively, both lower than expected. Compared to the level before the black swan event, employment still decreased by about 7.6 million in May.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Chart source: Northeast Securities (with special thanks)</p><p>The Federal Reserve expects the unemployment rate to fall to 4.5% in 2021 (unchanged from its March forecast), and to 3.8% and 3.5% in 2022 and 2023, respectively—returning to a very low level is roughly acceptable.</p><p>Meanwhile, Powell believes that inflation is likely to remain high for the next few months before easing—price indicators should be considered adequate.</p><p>So my conclusion is that what Americans care about is the economy, or simply put, employment indicators.</p><p><b>3. The normalization of US monetary policy may accelerate and deserves attention, but the stock market should be safe for the time being.</b></p><p>Judging from the changes in the number of Federal Reserve members' attitudes towards rate hike mentioned above, it can be basically concluded that the pace of rate hike has accelerated significantly compared to before.</p><p>Although there is no signal from rate hike yet, an early arrival is possible. Meanwhile, Powell is already preparing to discuss tapering bond purchases, indicating a clear hawkish stance. Therefore, the US dollar will have support in the short term, and the RMB exchange rate will likely fluctuate.</p><p>However, liquidity between China and the US is generally loose. For example, our M2 reached 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, 0.2 percentage points higher than the end of the previous month.</p><p>At the same time, both the central banks of China and the United States have relatively thorough and transparent communication with the market, and neither will experience a sudden shift in monetary policy.</p><p>Therefore, the stock market will generally not panic, and a trend decline will not occur.</p><p><b>4. Domestic demand is still somewhat weak, while external demand supports high production prosperity. Real estate and investment cannot be too cool at this time.</b></p><p>June 16th was a very interesting day. The United States announced part of its interest rate meeting statement, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, while external demand remains an important support.</p><p>According to statistics from ShouChuang Securities, for example, the average two-year growth rate of the added value of industrial enterprises above designated size in May was 6.6%, a slight decrease of 0.2 percentage points from the previous value.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | First Capital Securities (with special thanks)</p><p>The compound annual growth rate of export delivery value has slowed significantly, echoing the sharp decline in exports in May, but without the high growth in exports, industrial data would have declined even more.</p><p>Overall, with external demand peaking and declining, it is certain that production and exports will have a slight impact in the future.</p><p>In terms of fixed asset investment, it increased by 15.4% year-on-year. However, the area of new housing starts has experienced negative growth for two consecutive months, while the area of completed housing has accelerated significantly this month, turning positive year-on-year to 5.0%. Real estate investment still has support in the short term, but there is some pressure in the long term.</p><p>Meanwhile, with the strengthening of debt management, a decline in fixed investment is highly likely.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Retail sales grew by 12.4% in May, slightly lower than the market expectation of 12.8% and the previous value of 17.7%.</p><p>In summary, Leverage Games believes that with domestic demand so-so and exports peaking, the crackdown on the real estate market should not be too bad.</p><p><b>5. Whether there will be a liquidity turning point in the United States in the third quarter is worth noting.</b></p><p>Whether it's global housing prices, commodities, or the US stock market, the current surge in asset prices is essentially dominated by liquidity.</p><p>Now the question arises: will there be a turning point in US liquidity in the third quarter? As mentioned above, the Federal Reserve is signaling a reduction in volume, and the interest rate on excess reserves has slightly increased.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/601878\">Zhejiang Securities</a>(Special thanks)</p><p>The leveraged game in the third quarter believes that the first is a small increase, and the second is a test. At the same time, the last round of actions by the People's Bank of my country has proven that \"self-reliance\" - as long as the United States does not rate hike, the global trend of funds returning to the United States to pursue high returns is unlikely to arrive.</p><p>From this perspective alone, the Chinese stock market is not expected to be bearish in 2021; The real estate market has only shown an exceptionally harsh attitude towards speculation; as mentioned above, it is still needed for economic stability.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss reducing QE, and began to reduce QE at the end of 2021 or the beginning of 2022, which was basically within market expectations.</p><p>Nevertheless, this is at least a constraint on the monetary policy of any country.</p><p><b>6. Conclusion: The stock market will be largely unaffected by the US market in 2021, while the real estate market will be dominated by the US market.</b>The former, a leveraged game, means not to worry about liquidity.</p><p>What I mean by the latter is that the crackdown on speculation in the real estate market will continue throughout 2021. However, local governments are becoming increasingly sophisticated in their ability to manage the real estate market, and they have always had their own ways to ensure certain prices and sales volumes.</p><p>Besides, the water hasn't decreased.</p>","source":"lsy1574902984297","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hawkish signal! With the Federal Reserve gradually changing its tune, what will happen to the real estate and stock markets?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHawkish signal! With the Federal Reserve gradually changing its tune, what will happen to the real estate and stock markets?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">杠杆游戏</strong><span class=\"h-time small\">2021-06-17 21:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Global attention is focused on whether the United States will be rate hike, and when will it be rate hike?</p><p>On June 16 local time, the Federal Reserve released its economic forecast and policy statement. The Federal Reserve raised its forecasts for the U.S. economy and inflation in 2021, respectively. The dot plot released together showed that more than half of FOMC members gave expectations for rate hike ahead of schedule, with the median forecast suggesting that the Fed will rate hike twice before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Overall, the Federal Reserve's concerns about prices have increased, and hawkish signals are beginning to emerge. What impact will this have on my country's stock and real estate markets? Leverage Games will discuss this based on the details of this interest rate meeting.</p><p><b>1. Hawkish turning signals deserve attention!</b></p><p>Thirteen of the 18 committee members support holding at least one rate hike by the end of 2023. The Federal Reserve is relatively confident in the U.S. economy, believing that U.S. GDP will grow by 7.0% in 2021, compared to the forecast of 6.5% at its March meeting.</p><p>The Federal Reserve also raised its real GDP forecast for 2023 to 2.4% from the previous expectation of 2.2%. With the relatively good economic recovery, price and monetary policy issues naturally arise.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures conducted a survey, which they found very meaningful and expressed their gratitude.</p><p>The rate hike path dot plot by Federal Reserve officials shows that the Fed may rate hike twice by the end of 2023.</p><p>The June dot plot of the FOMC (Federal Open Market Committee) showed that 13 of the 18 members supported at least one rate hike by the end of 2023, compared to 7 in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Special thanks)</p><p>Eleven committee members are expected to hold at least two rate hike by the end of 2023, and seven committee members are expected to begin their rate hike in 2022. There were four in March.</p><p>The median dot plot forecast in March suggests that rate hike will not occur before the end of 2023.</p><p><b>2. Federal Reserve Chairman Jerome Powell generally believes that it is too early to discuss rate hike. The key question is why?</b></p><p>Of course, the Federal Reserve is preparing to adjust the excess reserve rate (IOER) from 0.1% to 0.15%, which means that the Fed is actually taking appropriate action in the face of excess liquidity.</p><p>However, it has been made clear that it will continue to increase its holdings of at least $80 billion in Treasury Bond and at least $40 billion in mortgage-backed securities each month until substantial progress is made on the goals of full employment and price stability.</p><p>The leverage game needs to be added here: what constitutes the goals of full employment and price stability?</p><p>For example, the United States added 278,000 and 559,000 non-farm payrolls in April and May respectively, both lower than expected. Compared to the level before the black swan event, employment still decreased by about 7.6 million in May.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Chart source: Northeast Securities (with special thanks)</p><p>The Federal Reserve expects the unemployment rate to fall to 4.5% in 2021 (unchanged from its March forecast), and to 3.8% and 3.5% in 2022 and 2023, respectively—returning to a very low level is roughly acceptable.</p><p>Meanwhile, Powell believes that inflation is likely to remain high for the next few months before easing—price indicators should be considered adequate.</p><p>So my conclusion is that what Americans care about is the economy, or simply put, employment indicators.</p><p><b>3. The normalization of US monetary policy may accelerate and deserves attention, but the stock market should be safe for the time being.</b></p><p>Judging from the changes in the number of Federal Reserve members' attitudes towards rate hike mentioned above, it can be basically concluded that the pace of rate hike has accelerated significantly compared to before.</p><p>Although there is no signal from rate hike yet, an early arrival is possible. Meanwhile, Powell is already preparing to discuss tapering bond purchases, indicating a clear hawkish stance. Therefore, the US dollar will have support in the short term, and the RMB exchange rate will likely fluctuate.</p><p>However, liquidity between China and the US is generally loose. For example, our M2 reached 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, 0.2 percentage points higher than the end of the previous month.</p><p>At the same time, both the central banks of China and the United States have relatively thorough and transparent communication with the market, and neither will experience a sudden shift in monetary policy.</p><p>Therefore, the stock market will generally not panic, and a trend decline will not occur.</p><p><b>4. Domestic demand is still somewhat weak, while external demand supports high production prosperity. Real estate and investment cannot be too cool at this time.</b></p><p>June 16th was a very interesting day. The United States announced part of its interest rate meeting statement, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, while external demand remains an important support.</p><p>According to statistics from ShouChuang Securities, for example, the average two-year growth rate of the added value of industrial enterprises above designated size in May was 6.6%, a slight decrease of 0.2 percentage points from the previous value.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | First Capital Securities (with special thanks)</p><p>The compound annual growth rate of export delivery value has slowed significantly, echoing the sharp decline in exports in May, but without the high growth in exports, industrial data would have declined even more.</p><p>Overall, with external demand peaking and declining, it is certain that production and exports will have a slight impact in the future.</p><p>In terms of fixed asset investment, it increased by 15.4% year-on-year. However, the area of new housing starts has experienced negative growth for two consecutive months, while the area of completed housing has accelerated significantly this month, turning positive year-on-year to 5.0%. Real estate investment still has support in the short term, but there is some pressure in the long term.</p><p>Meanwhile, with the strengthening of debt management, a decline in fixed investment is highly likely.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Retail sales grew by 12.4% in May, slightly lower than the market expectation of 12.8% and the previous value of 17.7%.</p><p>In summary, Leverage Games believes that with domestic demand so-so and exports peaking, the crackdown on the real estate market should not be too bad.</p><p><b>5. Whether there will be a liquidity turning point in the United States in the third quarter is worth noting.</b></p><p>Whether it's global housing prices, commodities, or the US stock market, the current surge in asset prices is essentially dominated by liquidity.</p><p>Now the question arises: will there be a turning point in US liquidity in the third quarter? As mentioned above, the Federal Reserve is signaling a reduction in volume, and the interest rate on excess reserves has slightly increased.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart Source |<a href=\"https://laohu8.com/S/601878\">Zhejiang Securities</a>(Special thanks)</p><p>The leveraged game in the third quarter believes that the first is a small increase, and the second is a test. At the same time, the last round of actions by the People's Bank of my country has proven that \"self-reliance\" - as long as the United States does not rate hike, the global trend of funds returning to the United States to pursue high returns is unlikely to arrive.</p><p>From this perspective alone, the Chinese stock market is not expected to be bearish in 2021; The real estate market has only shown an exceptionally harsh attitude towards speculation; as mentioned above, it is still needed for economic stability.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss reducing QE, and began to reduce QE at the end of 2021 or the beginning of 2022, which was basically within market expectations.</p><p>Nevertheless, this is at least a constraint on the monetary policy of any country.</p><p><b>6. Conclusion: The stock market will be largely unaffected by the US market in 2021, while the real estate market will be dominated by the US market.</b>The former, a leveraged game, means not to worry about liquidity.</p><p>What I mean by the latter is that the crackdown on speculation in the real estate market will continue throughout 2021. However, local governments are becoming increasingly sophisticated in their ability to manage the real estate market, and they have always had their own ways to ensure certain prices and sales volumes.</p><p>Besides, the water hasn't decreased.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw\">杠杆游戏</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"513500":"标普500ETF博时","OEF":"标普100指数ETF-iShares","OEX":"标普100","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".DJI":"道琼斯","DJX":"1/100道琼斯","DOG":"道指ETF-ProShares做空","PSQ":"做空纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SPY":"标普500ETF","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF"},"source_url":"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111690771","content_text":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息的预期，中位数预测暗示，美联储将在2023年前加息2次。\n利率或从0.1%升至0.6%。\n\n总体来说，美联储对物价的担忧提高，鹰派信号初现。这对我国股市、楼市会有什么影响，杠杆游戏根据此次议息会议的细节，展开谈一谈。\n1、鹰派转向信号值得重视！\n18位委员中有13人支持在2023年底前，至少加息1次。美联储对美国经济比较有信心，他们认为2021年美国GDP将增长7.0%，而3月份会议的预测为6.5%。\n美联储还将2023年的实际GDP预测，从之前预期的2.2%上调至2.4%。伴随经济的较好复苏，物价和货币政策问题自然来了。\n\n华泰期货做了一个统计，杠杆游戏觉得非常有意义，并致谢。\n美联储官员的加息路径点阵图显示，到2023年底，美联储或许将加息2次。\nFOMC（美联储的公开市场委员会）6月点阵图显示，18 位委员中有13人支持在2023 年底前至少加息1次，而3月为7位。\n\n图表来源|东北证券（特此感谢）\n11位委员预计到2023年底至少加息2次，7名委员预计在2022年开始加息。3月为4位。\n而3月份的点阵图中位数预测值暗示，到2023年底前不会加息。\n2、美联储主席鲍威尔总体认为，现在讨论加息还为时过早，关键是为什么？\n当然，美联储准备将超额准备金利率（IOER）从0.1%，调整至0.15%，也就是说，面对流动性过剩，美联储其实也在适当出手。\n不过说得很清楚，将继续每月增持至少800亿美元的国债，以及至少400亿美元的住房抵押贷款支持证券，直到充分就业和物价稳定目标取得实质性进展。\n这里杠杆游戏要多一句嘴，什么算充分就业和物价稳定目标？\n比如美国4月、5月新增非农就业人口分别为27.8万和55.9万，均低于预期。与黑天鹅前水平相比，5月就业人数依然减少了约760万。\n\n图表来源|东北证券（特此感谢）\n美联储预计2021年失业率将降至4.5%（与3月的预测持平），2022年和2023年失业率将分别降至3.8%和3.5%——到此，回到非常低的水平，大概算是合格；\n同时鲍威尔认为通货膨胀可能在未来几个月继续居高不下，然后才会有所缓和——物价指标应该算达标。\n所以，我的结论就是，美国人在乎的是经济，简单说就是就业指标。\n3、美国货币政策正常化可能加快，值得重视，但股市应该暂时无忧。\n从上文美联储委员对加息的态度人数变化看，杠杆游戏基本可以认为，加息节奏较此前大大加快。\n虽然目前还没有加息的信号，但提前到来是可能的。同时，鲍威尔已经准备讨论缩减购债，鹰派显露无疑，那么美元短期内有支撑，人民币汇率震荡为主。\n但因为中美流动性总体宽松。如我们的M2，5月末227.54万亿元，同比增长8.3%，增速比上月末高0.2个百分点。\n同时无论中美央行，与市场的沟通都较为充分、透明，谁都不会货币政策突然转向。\n所以股市总体不会恐慌，趋势性下跌不会出现。\n4、内需还是有点弱，外需支撑生产高景气，房地产和投资这个时候不能太凉。\n6月16日是很有意思的一天，美国通报他们的议息会议部分声明，我们发布了多项经济指标。\n我们可以看，工业生产其实略走弱，外需仍是重要支撑。\n首创证券统计发现，比如5月规上工业增加值两年平均增速为6.6%，较前值略降0.2个百分点。\n\n图表来源|首创证券（特此感谢）\n出口交货值复合增速有较大回落，与5月出口大幅回落相呼应，但如果没有出口的高增长，工业数据会下滑更多。\n总体来说，外需见顶回落，生产和出口下一步略有影响是一定的。\n而固投方面，同比增长15.4%。但房屋新开工面积连续两个月负增长，竣工面积本月大幅提速，同比转正为5.0%，短期内房地产投资仍有支撑，长期存在一定的压力。\n同时债务管理的加强，固定投资的回落大概率。\n\n5月社零销售增长12.4%，小幅低于市场预期的12.8%，前值为17.7%。\n总的来说，杠杆游戏认为，内需马马虎虎，出口见顶，那么，房地产打压归打压，不能搞得太难看。\n5、三季度美国是否有流动性拐点，值得注意。\n无论全球房价，还是大宗商品，以及美国股市，资产价格大涨本质这一轮都是流动性主导的。\n现在问题来了，三季度美国流动性是否有拐点？上文杠杆游戏写了，美联储有缩量的信号，超额准备金利率略有提高。\n\n图表来源|浙商证券（特此感谢）\n3季度杠杆游戏认为，第一幅度小，第二是个试探，同时我国央行上一轮的出牌已经证明，“以我为主”——只要美国不加息，资金回美追求高收益的世界趋势，应该不会到来。\n单这个角度说，2021年，我国股市不至于看空；楼市，只是对投机表现出异常严厉的态度，如上所述，经济的稳定还需要它。\n需要注意的是，3季度，比如7、8月，美联储始正式讨论削减QE，2021年底或2022年初开始削减QE，这些基本已在市场预期内。\n尽管如此，这对任何国家的货币政策，起码都是掣肘。\n6、结论：2021年股市基本不会受美国影响，楼市以我为主。前者杠杆游戏的意思是，不要担心流动性。\n后者我的意思是，楼市打击投机，将贯穿2021年始终。但地方对楼市的操盘能力，也是越来越纯熟，保障一定的价格和销量，从来都有自己办法。\n何况，水又没减少。","news_type":1,"symbols_score_info":{"513500":0.9,"SDOW":0.9,"OEX":0.9,"QLD":0.9,"OEF":0.9,"IVV":0.9,"MNQmain":0.9,"SDS":0.9,"QQQ":0.9,"DJX":0.9,"UDOW":0.9,"SPY":0.9,"DOG":0.9,"PSQ":0.9,"ESmain":0.9,".IXIC":0.9,"TQQQ":0.9,"NQmain":0.9,"QID":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":6574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137350785,"gmtCreate":1622303831147,"gmtModify":1704182866508,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"I&nbsp;","listText":"I&nbsp;","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137350785","repostId":"1144873023","repostType":4,"repost":{"id":"1144873023","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":1622244373,"share":"https://ttm.financial/m/news/1144873023?lang=en_US&edition=fundamental","pubTime":"2021-05-29 07:26","market":"us","language":"zh","title":"Last night and this morning: The short squeeze by retail investors has paused! Biden unveils $6 trillion budget","url":"https://stock-news.laohu8.com/highlight/detail?id=1144873023","media":"老虎资讯综合","summary":"摘要：美股三大股指集体收涨，芯片股多数上涨；热门中概股周五收盘涨跌不一，欢聚集团跌近10%；美国通胀指标又爆表了！4月核心PCE同比增长3.1%；二手电子产品交易平台爱回收提交赴美IPO申请>>>海外","content":"<p><b>Abstract:</b>All three major U.S. stock indexes closed higher, with most chip stocks rising. Popular Chinese concept stocks closed mixed on Friday.<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>It fell nearly 10%; US inflation indicators have exceeded the standards again! Core PCE rose 3.1% year-on-year in April; Aihuishou, a used electronics trading platform, submits its IPO application to the US >>><b>Overseas markets</b></p><p><b>US stocks closed higher: All three major indexes closed higher, with the S&P 500 achieving its third consecutive day of gains.</b></p><p>On Friday, Eastern Time, all three major indexes closed slightly higher, with the S&P 500 achieving its third consecutive day of gains. Major technology stocks generally performed poorly, while chip stocks mostly rose. At the close of trading, the Dow Jones Industrial Average rose 0.19% to 34,520.09 points; The S&P 500 rose 0.08% to 4,203.57 points; The Nasdaq rose 0.09% to 13,747.61 points.</p><p>All three major U.S. stock indexes recorded gains this week. The Dow Jones Industrial Average rose 0.9% this week, the S&P 500 rose 1.2%, and the Nasdaq Composite rose 2.1%. In May, the S&P 500 rose 0.6%, marking its fourth consecutive month of gains. The Dow Jones Industrial Average rose 1.9% this month, while the Nasdaq Composite fell 1.5%.</p><p><b>Popular Chinese concept stocks closed mixed on Friday<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>Down nearly 10%</b></p><p>Popular Chinese concept stocks closed mixed on Friday.<a href=\"https://laohu8.com/S/MOGU\">Mogujie</a>The company rose over 9% after its financial report showed revenue of 90.9 million yuan in the fourth fiscal quarter, a year-on-year decrease of 23.6%. YY Inc. shares fell nearly 10% after its financial report showed that the company's global average monthly active users (MAU) on mobile devices decreased by 15.1% year-on-year in the first quarter.<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 1.52%<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 0.57%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 3.06%<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Up 2.14%<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up 1.35%<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 4.36%<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 0.75%<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Down 1.86%</p><p><b>US WTI crude oil rose 4.3% this week, while Brent crude oil rose 4.8%.</b></p><p>Crude oil futures prices closed mixed on Friday. Both US WTI and London Brent crude oil recorded gains this week and this month. West Texas Intermediate (WTI) crude oil futures for July delivery on the New York Mercantile Exchange fell 53 cents, or 0.8%, to settle at $66.32 a barrel. London<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude oil futures for July delivery rose 17 cents, or 0.2%, to settle at $69.63 a barrel. Based on the most active contract, WTI crude oil rose 4.3% this week and 4.3% in May. Brent crude oil rose 4.8% this week and 3.5% in May.</p><p><b>Gold futures surpassed the 1900 mark on Friday, rising 7.8% this month.</b></p><p>Gold futures prices returned above $1,900 on Friday. Gold futures recorded gains this week and this month. Gold futures for August delivery on the New York Mercantile Exchange rose $6.80, or 0.4%, to settle at $1,905.30 an ounce, the highest closing price since January 7. Based on the most active contract, gold futures prices rose 1.5% this week and 7.8% this month.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2139938485\" target=\"_blank\"><b>Biden unveils $6 trillion budget plan: including two landmark domestic proposals.</b></a></p><p>U.S. President Joe Biden has submitted his fiscal year 2022 budget request to Congress, his first official budget since taking office, which is significantly different from that of his predecessor, President Donald Trump. Biden's budget includes two of his signature domestic proposals, Plan for American Families and Plan for American Jobs, neither of which has yet to be seriously discussed in Congress.</p><p><a href=\"https://laohu8.com/NW/2139485125\" target=\"_blank\"><b>The U.S. Treasury Department projects that Biden's tax increase plan could raise $3.6 trillion in tax revenue over a decade.</b></a></p><p>The U.S. Treasury Department released a \"green paper\" on Friday stating that President Biden's tax increase plan will generate $3.6 trillion in tax revenue over the next decade. This will constitute a major source of funding for Biden's $4 trillion plan to rebuild the U.S. economy and social safety net.</p><p><b>US inflation indicators have exceeded the standards again! Core PCE rose 3.1% year-on-year in April, the highest level since 1992.</b></p><p>According to statistics from the U.S. Department of Commerce, the U.S. PCE price index rose 3.6% year-on-year in April, exceeding expectations by 3.5% and significantly higher than the previous value of 2.3%, marking the fastest growth rate since 2008 and far exceeding the Federal Reserve's official inflation target of 2%.</p><p><b>The U.S. merchandise trade deficit narrowed for the first time this year as exports rose to a record high.</b></p><p>The U.S. merchandise trade deficit narrowed for the first time this year as exports soared to record levels and imports fell from record highs. Data released by the U.S. Commerce Department on Friday showed that the trade deficit narrowed to $85.2 billion in April from $90.6 billion the previous month. The median estimate of economists surveyed by Bloomberg is $92 billion.</p><p><b>Yellen called on the G7 to continue providing fiscal support to support the central bank's exploration of digital currency policies.</b></p><p>The U.S. Treasury Department said in a statement that Treasury Secretary Janet Yellen told G7 finance ministers and central bank governors on Friday that it was important to provide further fiscal support \"to facilitate a strong and lasting post-pandemic recovery.\"</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2139486356\" target=\"_blank\"><b>Retail investors' short squeeze temporarily subsided, with AMC surging 38% in early trading before closing lower.</b></a></p><p>AMC, caught in the midst of a short squeeze by retail investors, saw its gains widen to 38% in early trading on Friday after four consecutive days of sharp increases, but later retreated, ultimately closing down 1.58%. Other recently hot stocks favored by retail investors also performed weakly on Friday.<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>and<a href=\"https://laohu8.com/S/NOK\">Nokia</a>Both closed with gains of less than 2%.<a href=\"https://laohu8.com/S/GME\">Game Station</a>It closed down 12.58%.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Voluntary recall of some Model 3 and Model Y models</b></p><p>According to Electrek:<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company announced a voluntary recall of certain Model 3 models manufactured between December 2018 and March 2021, and certain Model Y models manufactured between January 2020 and January 2021, to inspect the brake caliper bolts.</p><p><a href=\"https://laohu8.com/NW/1117147021\" target=\"_blank\"><b>Aihuishou, a secondhand electronics trading platform, has submitted its IPO application to the United States.</b></a></p><p>Aihuishou, a used electronics trading platform, has submitted its IPO application to the United States, intending to list on the New York Stock Exchange under the ticker symbol \"RERE.\" Underwriters include...<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>China Renaissance<a href=\"https://laohu8.com/S/601211\">Guotai Junan Securities</a>CLSA and<a href=\"https://laohu8.com/S/TIGR\">Tiger Brokers</a>。</p><p><b>Credit Suisse RenTech Fund temporarily prohibits clients from redeeming some funds.</b></p><p>Credit Suisse is temporarily prohibiting customers from redeeming all cash from a fund invested with Renaissance Technologies. Because the strategy suffered heavy losses, investors are rushing to redeem their investments.</p><p><b><a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Shareholders voted to stop coal financing by 2040</b></p><p>Media Citation<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>According to reports from Friday's shareholders' meeting, HSBC shareholders voted to phase out coal financing by 2040 and align the bank's loans with the climate goals of the Paris Agreement.</p><p><b>Meituan CEO Wang Xing responds to regulatory investigation: Anti-monopoly has a positive impact on the industry.</b></p><p>During the first-quarter earnings call, Meituan CEO Wang Xing responded to recent issues related to regulation, rider welfare, and merchant fees. Regarding Meituan's anti-monopoly investigation, Wang Xing stated that anti-monopoly regulation will have a positive impact on the entire internet industry. He also indicated that Meituan has a dedicated team to cooperate with regulators, and the anti-monopoly investigation will not have a significant negative impact on Meituan's food delivery business. Meanwhile, Wang Xing stated, \"We strictly prohibit any form of choosing between two options and have established a transparent and effective reporting channel. We will continue to actively cooperate with regulatory authorities and fully respect merchants' right to choose independently.\"</p><p>----------------------------------------------------</p><p>Good news for Tiger users: Tiger is currently supporting weekend orders! Pre-listing orders are a value-added service provided by Tiger Bros. that allows users to place orders during non-trading hours. Currently, it supports three order types: stop-loss orders, stop-loss limit orders, and limit orders.</p><p>In other words, users can place orders during market closures, such as weekends and other holidays. The orders will be saved by Tiger's trading system and automatically submitted to the exchange after the market opens.</p><p><a href=\"https://www.laohu8.com/post/131820269\" target=\"_blank\">Click to learn more >>></a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: The short squeeze by retail investors has paused! Biden unveils $6 trillion budget</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: The short squeeze by retail investors has paused! Biden unveils $6 trillion budget\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-05-29 07:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Abstract:</b>All three major U.S. stock indexes closed higher, with most chip stocks rising. Popular Chinese concept stocks closed mixed on Friday.<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>It fell nearly 10%; US inflation indicators have exceeded the standards again! Core PCE rose 3.1% year-on-year in April; Aihuishou, a used electronics trading platform, submits its IPO application to the US >>><b>Overseas markets</b></p><p><b>US stocks closed higher: All three major indexes closed higher, with the S&P 500 achieving its third consecutive day of gains.</b></p><p>On Friday, Eastern Time, all three major indexes closed slightly higher, with the S&P 500 achieving its third consecutive day of gains. Major technology stocks generally performed poorly, while chip stocks mostly rose. At the close of trading, the Dow Jones Industrial Average rose 0.19% to 34,520.09 points; The S&P 500 rose 0.08% to 4,203.57 points; The Nasdaq rose 0.09% to 13,747.61 points.</p><p>All three major U.S. stock indexes recorded gains this week. The Dow Jones Industrial Average rose 0.9% this week, the S&P 500 rose 1.2%, and the Nasdaq Composite rose 2.1%. In May, the S&P 500 rose 0.6%, marking its fourth consecutive month of gains. The Dow Jones Industrial Average rose 1.9% this month, while the Nasdaq Composite fell 1.5%.</p><p><b>Popular Chinese concept stocks closed mixed on Friday<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>Down nearly 10%</b></p><p>Popular Chinese concept stocks closed mixed on Friday.<a href=\"https://laohu8.com/S/MOGU\">Mogujie</a>The company rose over 9% after its financial report showed revenue of 90.9 million yuan in the fourth fiscal quarter, a year-on-year decrease of 23.6%. YY Inc. shares fell nearly 10% after its financial report showed that the company's global average monthly active users (MAU) on mobile devices decreased by 15.1% year-on-year in the first quarter.<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 1.52%<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 0.57%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 3.06%<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Up 2.14%<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up 1.35%<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 4.36%<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 0.75%<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Down 1.86%</p><p><b>US WTI crude oil rose 4.3% this week, while Brent crude oil rose 4.8%.</b></p><p>Crude oil futures prices closed mixed on Friday. Both US WTI and London Brent crude oil recorded gains this week and this month. West Texas Intermediate (WTI) crude oil futures for July delivery on the New York Mercantile Exchange fell 53 cents, or 0.8%, to settle at $66.32 a barrel. London<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude oil futures for July delivery rose 17 cents, or 0.2%, to settle at $69.63 a barrel. Based on the most active contract, WTI crude oil rose 4.3% this week and 4.3% in May. Brent crude oil rose 4.8% this week and 3.5% in May.</p><p><b>Gold futures surpassed the 1900 mark on Friday, rising 7.8% this month.</b></p><p>Gold futures prices returned above $1,900 on Friday. Gold futures recorded gains this week and this month. Gold futures for August delivery on the New York Mercantile Exchange rose $6.80, or 0.4%, to settle at $1,905.30 an ounce, the highest closing price since January 7. Based on the most active contract, gold futures prices rose 1.5% this week and 7.8% this month.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2139938485\" target=\"_blank\"><b>Biden unveils $6 trillion budget plan: including two landmark domestic proposals.</b></a></p><p>U.S. President Joe Biden has submitted his fiscal year 2022 budget request to Congress, his first official budget since taking office, which is significantly different from that of his predecessor, President Donald Trump. Biden's budget includes two of his signature domestic proposals, Plan for American Families and Plan for American Jobs, neither of which has yet to be seriously discussed in Congress.</p><p><a href=\"https://laohu8.com/NW/2139485125\" target=\"_blank\"><b>The U.S. Treasury Department projects that Biden's tax increase plan could raise $3.6 trillion in tax revenue over a decade.</b></a></p><p>The U.S. Treasury Department released a \"green paper\" on Friday stating that President Biden's tax increase plan will generate $3.6 trillion in tax revenue over the next decade. This will constitute a major source of funding for Biden's $4 trillion plan to rebuild the U.S. economy and social safety net.</p><p><b>US inflation indicators have exceeded the standards again! Core PCE rose 3.1% year-on-year in April, the highest level since 1992.</b></p><p>According to statistics from the U.S. Department of Commerce, the U.S. PCE price index rose 3.6% year-on-year in April, exceeding expectations by 3.5% and significantly higher than the previous value of 2.3%, marking the fastest growth rate since 2008 and far exceeding the Federal Reserve's official inflation target of 2%.</p><p><b>The U.S. merchandise trade deficit narrowed for the first time this year as exports rose to a record high.</b></p><p>The U.S. merchandise trade deficit narrowed for the first time this year as exports soared to record levels and imports fell from record highs. Data released by the U.S. Commerce Department on Friday showed that the trade deficit narrowed to $85.2 billion in April from $90.6 billion the previous month. The median estimate of economists surveyed by Bloomberg is $92 billion.</p><p><b>Yellen called on the G7 to continue providing fiscal support to support the central bank's exploration of digital currency policies.</b></p><p>The U.S. Treasury Department said in a statement that Treasury Secretary Janet Yellen told G7 finance ministers and central bank governors on Friday that it was important to provide further fiscal support \"to facilitate a strong and lasting post-pandemic recovery.\"</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2139486356\" target=\"_blank\"><b>Retail investors' short squeeze temporarily subsided, with AMC surging 38% in early trading before closing lower.</b></a></p><p>AMC, caught in the midst of a short squeeze by retail investors, saw its gains widen to 38% in early trading on Friday after four consecutive days of sharp increases, but later retreated, ultimately closing down 1.58%. Other recently hot stocks favored by retail investors also performed weakly on Friday.<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>and<a href=\"https://laohu8.com/S/NOK\">Nokia</a>Both closed with gains of less than 2%.<a href=\"https://laohu8.com/S/GME\">Game Station</a>It closed down 12.58%.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Voluntary recall of some Model 3 and Model Y models</b></p><p>According to Electrek:<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company announced a voluntary recall of certain Model 3 models manufactured between December 2018 and March 2021, and certain Model Y models manufactured between January 2020 and January 2021, to inspect the brake caliper bolts.</p><p><a href=\"https://laohu8.com/NW/1117147021\" target=\"_blank\"><b>Aihuishou, a secondhand electronics trading platform, has submitted its IPO application to the United States.</b></a></p><p>Aihuishou, a used electronics trading platform, has submitted its IPO application to the United States, intending to list on the New York Stock Exchange under the ticker symbol \"RERE.\" Underwriters include...<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>China Renaissance<a href=\"https://laohu8.com/S/601211\">Guotai Junan Securities</a>CLSA and<a href=\"https://laohu8.com/S/TIGR\">Tiger Brokers</a>。</p><p><b>Credit Suisse RenTech Fund temporarily prohibits clients from redeeming some funds.</b></p><p>Credit Suisse is temporarily prohibiting customers from redeeming all cash from a fund invested with Renaissance Technologies. Because the strategy suffered heavy losses, investors are rushing to redeem their investments.</p><p><b><a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Shareholders voted to stop coal financing by 2040</b></p><p>Media Citation<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>According to reports from Friday's shareholders' meeting, HSBC shareholders voted to phase out coal financing by 2040 and align the bank's loans with the climate goals of the Paris Agreement.</p><p><b>Meituan CEO Wang Xing responds to regulatory investigation: Anti-monopoly has a positive impact on the industry.</b></p><p>During the first-quarter earnings call, Meituan CEO Wang Xing responded to recent issues related to regulation, rider welfare, and merchant fees. Regarding Meituan's anti-monopoly investigation, Wang Xing stated that anti-monopoly regulation will have a positive impact on the entire internet industry. He also indicated that Meituan has a dedicated team to cooperate with regulators, and the anti-monopoly investigation will not have a significant negative impact on Meituan's food delivery business. Meanwhile, Wang Xing stated, \"We strictly prohibit any form of choosing between two options and have established a transparent and effective reporting channel. We will continue to actively cooperate with regulatory authorities and fully respect merchants' right to choose independently.\"</p><p>----------------------------------------------------</p><p>Good news for Tiger users: Tiger is currently supporting weekend orders! Pre-listing orders are a value-added service provided by Tiger Bros. that allows users to place orders during non-trading hours. Currently, it supports three order types: stop-loss orders, stop-loss limit orders, and limit orders.</p><p>In other words, users can place orders during market closures, such as weekends and other holidays. The orders will be saved by Tiger's trading system and automatically submitted to the exchange after the market opens.</p><p><a href=\"https://www.laohu8.com/post/131820269\" target=\"_blank\">Click to learn more >>></a></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144873023","content_text":"摘要：美股三大股指集体收涨，芯片股多数上涨；热门中概股周五收盘涨跌不一，欢聚集团跌近10%；美国通胀指标又爆表了！4月核心PCE同比增长3.1%；二手电子产品交易平台爱回收提交赴美IPO申请>>>海外市场美股收盘：三大股指集体收涨 标普500指数实现三连阳美东时间周五，三大指数均小幅收涨，标普500指数实现三连阳，大型科技股普遍表现不佳，芯片股多数上涨。截至收盘，道琼斯指数涨0.19%，报34520.09点；标普500指数涨0.08%，报4203.57点；纳斯达克指数涨0.09%，报13747.61点。本周美股三大股指均录得涨幅。本周道指上涨0.9%，标普500指数上涨1.2%，纳指上涨2.1%；在5月份，标普500指数上涨0.6%，为连续第四个月上涨。本月道指上涨1.9%，纳指下跌1.5%。热门中概股周五收盘涨跌不一 欢聚集团跌近10%热门中概股周五收盘涨跌不一，蘑菇街涨超9%，财报显示该公司第四财季营收9090万元，同比下滑23.6%；欢聚集团跌近10%，财报显示该公司一季度全球移动设备平均月活用户（MAU）同比降低15.1%；京东涨1.52%，阿里巴巴涨0.57%，哔哩哔哩涨3.06%，腾讯音乐涨2.14%，网易涨1.35%，拼多多涨4.36%，百度涨0.75%，爱奇艺跌1.86%本周美国WTI原油上涨4.3% 布伦特原油涨4.8%原油期货价格周五收盘涨跌不一。在本周与本月，美国WTI与伦敦布伦特原油均录得涨幅。纽约商品交易所7月交割的西德州中质原油（WTI）期货价格下跌53美分，跌幅0.8%，收于每桶66.32美元；伦敦洲际交易所7月交割的布伦特原油期货价格上涨17美分，涨幅0.2%，收于每桶69.63美元。按照最活跃合约计算，WTI原油本周上涨4.3%，5月上涨4.3%。布伦特原油本周上涨4.8%，5月上涨3.5%。黄金期货周五站上1900关口 本月上涨7.8%黄金期货价格周五重返1900美元上方。本周及本月黄金期货均录得涨幅。纽约商品交易所8月交割的黄金期货价格上涨6.80美元，涨幅0.4%，收于每盎司1905.30美元，创1月7日以来最高收盘价。按照最活跃合约计算，黄金期货价格本周上涨1.5%，本月上涨7.8%。国际宏观拜登公布6万亿美元预算方案：包括两项标志性的国内提案美国总统拜登向国会提交了他的2022财政年度预算申请，这是他担任总统以来的首个正式预算，其与前任总统特朗普的预算有很大不同。拜登的预算包括了他的两项标志性的国内提案，美国家庭计划和美国就业计划，这两项提案都还没有得到国会的认真讨论。美国财政部预计拜登加税计划十年可增加3.6万亿美元税收美国财政部周五发布“绿皮书”称，总统拜登的加税计划将在未来十年带来3.6万亿美元税收收入。这将构成拜登4万亿美元重建美国经济和社会保障网络计划的主要资金来源。美国通胀指标又爆表了！4月核心PCE同比增长3.1%，创1992年来最高据美国商务部统计，美国4月PCE物价指数同比升3.6%，超预期升3.5%，较前值2.3%大幅提高，创2008年以来最快增速，远高于美联储的官方通胀目标2%。美国商品贸易逆差年内首次收窄 因出口升至纪录高位由于出口额飙升至创纪录水平，且进口额从历史高位回落，美国商品贸易逆差今年首次收窄。美国商务部周五发布的数据显示，4月份贸易逆差从前月的906亿美元收窄至852亿美元。彭博调查的经济学家预估中值为920亿美元。耶伦呼吁G7继续提供财政支持 支持央行数字货币政策探索美国财政部在一份声明中表示，财政部长珍妮特-耶伦（Janet Yellen）周五告诉七国集团（G7）财长和央行行长，提供进一步的财政支持“以促进疫情后的强劲和持久复苏”十分重要。公司新闻散户逼空行情暂歇 AMC早盘暴涨38%后转为收跌处在散户逼空风口浪尖的AMC在连续四日大涨之后，周五早盘涨幅一度扩大至38%，但之后回落，最终收跌1.58%。近期表现大热的其他散户抱团股周五也表现疲软，黑莓和诺基亚收盘涨幅均不足2%，游戏驿站更以下跌12.58%报收。特斯拉主动召回部分Model3车型和ModelY车型据Electrek：特斯拉宣布将主动召回2018年12月至2021年3月间生产的部分Model 3车型，以及2020年1月至2021年1月间生产的部分ModelY车型，以检查刹车卡钳螺栓。二手电子产品交易平台爱回收提交赴美IPO申请二手电子产品交易平台爱回收提交赴美IPO申请，有意按代码“RERE”在纽交所挂牌交易，承销商包括高盛、美国银行、华兴资本、国泰君安、里昂证券以及老虎证券。瑞信RenTech基金暂时禁止客户赎回部分资金瑞信正暂时禁止客户从一支与Renaissance Technologies投资的基金赎回所有现金。因该策略亏损严重，投资者正匆忙赎回投资。汇丰股东投票决定到2040年停止煤炭融资媒体援引汇丰周五股东大会的消息报道，汇丰股东投票通过到2040年期间逐步淘汰煤炭融资并使该行的贷款与《巴黎协定》的气候目标一致。美团CEO王兴回应监管调查：反垄断对行业有正向影响在一季度财报电话会议上，美团CEO王兴对于近期的监管、骑手福祉、商家费率等问题作出了回应。对于美团接受反垄断调查一事，王兴表示反垄断监管对于整个互联网行业将产生正向影响，同时表示美团有专门团队配合监管层的工作，反垄断调查不会对美团的外卖业务产生很大的负面影响。同时，王兴表示，“我们严格禁止任何形式的二选一，并建立了透明有效的举报渠道，会继续积极配合监管部门，充分尊重商家的自主选择权。”----------------------------------------------------和虎友们分享一个好消息，老虎当前支持周末下单了！预挂单是老虎为用户提供的一种增值服务，可以支持用户在非交易时间段下单，目前支持止损单、止损限价单、限价单3种订单类型。也就是说，用户可以在休市期间，比如周末等节假日进行挂单，订单由老虎的交易系统保存，待开市后自动提交到交易所。点击了解详情>>>","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":6302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132752575,"gmtCreate":1622118266397,"gmtModify":1704179765934,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"111","listText":"111","text":"111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132752575","repostId":"2138147059","repostType":4,"repost":{"id":"2138147059","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1622097961,"share":"https://ttm.financial/m/news/2138147059?lang=en_US&edition=fundamental","pubTime":"2021-05-27 14:46","market":"us","language":"zh","title":"This signal indicates that the market is downplaying concerns about the Federal Reserve's tightening this summer.","url":"https://stock-news.laohu8.com/highlight/detail?id=2138147059","media":"Wind万得","summary":"就在几周前，市场上还充斥着这样的猜测：在通胀飞涨的情况下，美联储几乎肯定会在6月16日的联邦公开市场委员会(FOMC)会议上开启缩减量化宽松的话题。许多业内人士猜测，如果美联储不在6会议上讨论紧缩政策","content":"<p>Just a few weeks ago, the market was rife with speculation that, given soaring inflation, the Federal Reserve would almost certainly discuss tapering quantitative easing at its Federal Open Market Committee (FOMC) meeting on June 16.</p><p>Many industry insiders speculate that if the Federal Reserve does not discuss tightening policy at its June meeting, the Jackson Hole central bank meeting at the end of August could send an important signal, as many of the Fed's \"radical\" ideas from the past decade have been introduced at the meeting.</p><p>However, this indicator suggests that market concerns have eased recently. The volatility of 3-month 10-year implied swap options (a measure of how U.S. Treasury yields will move over the next three months) has been steadily declining and has hit its lowest level since early March.</p><p>It is worth noting that the next three months may cover this year's Jackson Hole Annual Conference, which in previous years was held in the last week of August. Based on past experience, many central banks have elaborated on major shifts in national policy at this conference. Therefore, earlier this month, the market heavily bet on a tough adjustment by the Federal Reserve in Jackson Hole, with options positions targeting a more aggressive interest rate outlook from the Federal Reserve and the European Central Bank.</p><p>If the market is correct and no tapering of bond purchases is announced at the Jackson Hole meeting, people will be more concerned about the Federal Reserve's next window of opportunity.</p><p>To be sure, even if there were no unexpected events at the Jackson Hole annual meeting, a series of factors could inject new volatility into the market. Minutes from the U.S. Federal Open Market Committee (fomc) meeting show that several participants indicated they were willing to discuss reducing bond purchases at an \"upcoming meeting\" if the economic situation develops as expected. Federal Reserve Vice Chairman Richard Clarida expressed the same view on Tuesday.</p><p>Bank of France Governor Francois Villeroy de Galhau also said on Wednesday that there would be no adjustments to stimulus measures in the short term, while European Central Bank Executive Board member Fabio Panetta said he saw no signs of sustained inflation and therefore would not allow a reduction in bond purchases.</p><p><b>The Federal Reserve discusses a possible \"timetable\" for tightening.</b></p><p>Federal Reserve officials have pledged to issue numerous warnings before the actual tapering, and policymakers signaled in the minutes of their April meeting that a reduction in purchases is likely, with more information to be released in the coming months.</p><p>The highlight of the Jackson Hole meeting will be a keynote speech by Federal Reserve Chairman Jerome Powell. Powell used this meeting last year to propose a groundbreaking new policy path for the Federal Reserve's approach to inflation.</p><p>This year, Powell will focus on potentially accelerating price pressures that have exceeded the Fed's 2% target range and have already created some market pressure, forcing it to tighten policy at least slightly to avoid future problems.</p><p>The Federal Reserve has so far maintained the expectation that the recent high inflation will persist for several months and then disappear. Alejandra Grindal, chief international economist at Ned Davis Research, said, \"I do think the Federal Reserve will take the right steps because they align with our view that the upside risks to inflation are temporary.\"</p><p>Grindal expects the Federal Reserve to announce a tapering of its bond-buying program between the November Federal Open Market Committee (fomc) meeting, a timeline slightly later than other central bank observers had expected, but largely consistent with this year's trend. \"Then, we expect to begin tapering in 2022. The Federal Reserve will need about a year to complete the process of tapering its bond purchases. After that, we expect to see interest rates rise as early as 2023, but possibly as late as 2024.\"</p><p>Economists and most Wall Street strategists agree with the Federal Reserve that the inflationary pressures that drove the 4.2% increase in the Consumer Price Index (CPI) in April may subside once supply chain problems and the base effect since 2020 subside.</p><p>However, the market remains concerned about whether the Federal Reserve can achieve a soft landing through stimulus measures, with benchmark borrowing rates falling back to near zero and the Fed's balance sheet expanding to nearly $8 trillion.</p><p>The last time the Federal Reserve tried to reduce asset holdings and raise interest rates, the results were not ideal. In his statement, Powell said that the balance sheet reduction was on \"autopilot\". In 2017 and 2018, the Federal Reserve's 25 basis point rate hike coincided with a slowdown in economic growth, causing significant market volatility.</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>This signal indicates that the market is downplaying concerns about the Federal Reserve's tightening this summer.</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\">\nThis signal indicates that the market is downplaying concerns about the Federal Reserve's tightening this summer.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-05-27 14:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Just a few weeks ago, the market was rife with speculation that, given soaring inflation, the Federal Reserve would almost certainly discuss tapering quantitative easing at its Federal Open Market Committee (FOMC) meeting on June 16.</p><p>Many industry insiders speculate that if the Federal Reserve does not discuss tightening policy at its June meeting, the Jackson Hole central bank meeting at the end of August could send an important signal, as many of the Fed's \"radical\" ideas from the past decade have been introduced at the meeting.</p><p>However, this indicator suggests that market concerns have eased recently. The volatility of 3-month 10-year implied swap options (a measure of how U.S. Treasury yields will move over the next three months) has been steadily declining and has hit its lowest level since early March.</p><p>It is worth noting that the next three months may cover this year's Jackson Hole Annual Conference, which in previous years was held in the last week of August. Based on past experience, many central banks have elaborated on major shifts in national policy at this conference. Therefore, earlier this month, the market heavily bet on a tough adjustment by the Federal Reserve in Jackson Hole, with options positions targeting a more aggressive interest rate outlook from the Federal Reserve and the European Central Bank.</p><p>If the market is correct and no tapering of bond purchases is announced at the Jackson Hole meeting, people will be more concerned about the Federal Reserve's next window of opportunity.</p><p>To be sure, even if there were no unexpected events at the Jackson Hole annual meeting, a series of factors could inject new volatility into the market. Minutes from the U.S. Federal Open Market Committee (fomc) meeting show that several participants indicated they were willing to discuss reducing bond purchases at an \"upcoming meeting\" if the economic situation develops as expected. Federal Reserve Vice Chairman Richard Clarida expressed the same view on Tuesday.</p><p>Bank of France Governor Francois Villeroy de Galhau also said on Wednesday that there would be no adjustments to stimulus measures in the short term, while European Central Bank Executive Board member Fabio Panetta said he saw no signs of sustained inflation and therefore would not allow a reduction in bond purchases.</p><p><b>The Federal Reserve discusses a possible \"timetable\" for tightening.</b></p><p>Federal Reserve officials have pledged to issue numerous warnings before the actual tapering, and policymakers signaled in the minutes of their April meeting that a reduction in purchases is likely, with more information to be released in the coming months.</p><p>The highlight of the Jackson Hole meeting will be a keynote speech by Federal Reserve Chairman Jerome Powell. Powell used this meeting last year to propose a groundbreaking new policy path for the Federal Reserve's approach to inflation.</p><p>This year, Powell will focus on potentially accelerating price pressures that have exceeded the Fed's 2% target range and have already created some market pressure, forcing it to tighten policy at least slightly to avoid future problems.</p><p>The Federal Reserve has so far maintained the expectation that the recent high inflation will persist for several months and then disappear. Alejandra Grindal, chief international economist at Ned Davis Research, said, \"I do think the Federal Reserve will take the right steps because they align with our view that the upside risks to inflation are temporary.\"</p><p>Grindal expects the Federal Reserve to announce a tapering of its bond-buying program between the November Federal Open Market Committee (fomc) meeting, a timeline slightly later than other central bank observers had expected, but largely consistent with this year's trend. \"Then, we expect to begin tapering in 2022. The Federal Reserve will need about a year to complete the process of tapering its bond purchases. After that, we expect to see interest rates rise as early as 2023, but possibly as late as 2024.\"</p><p>Economists and most Wall Street strategists agree with the Federal Reserve that the inflationary pressures that drove the 4.2% increase in the Consumer Price Index (CPI) in April may subside once supply chain problems and the base effect since 2020 subside.</p><p>However, the market remains concerned about whether the Federal Reserve can achieve a soft landing through stimulus measures, with benchmark borrowing rates falling back to near zero and the Fed's balance sheet expanding to nearly $8 trillion.</p><p>The last time the Federal Reserve tried to reduce asset holdings and raise interest rates, the results were not ideal. In his statement, Powell said that the balance sheet reduction was on \"autopilot\". In 2017 and 2018, the Federal Reserve's 25 basis point rate hike coincided with a slowdown in economic growth, causing significant market volatility.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210527/20210527092115_49454.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","DDM":"2倍做多道指ETF-ProShares",".IXIC":"NASDAQ Composite","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SPY":"标普500ETF",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","DXD":"两倍做空道琼30指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DOG":"道指ETF-ProShares做空","SPXU":"三倍做空标普500ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares","IVV":"标普500ETF-iShares","SQQQ":"纳指三倍做空ETF","UPRO":"三倍做多标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","PSQ":"做空纳斯达克100指数ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138147059","content_text":"就在几周前，市场上还充斥着这样的猜测：在通胀飞涨的情况下，美联储几乎肯定会在6月16日的联邦公开市场委员会(FOMC)会议上开启缩减量化宽松的话题。许多业内人士猜测，如果美联储不在6会议上讨论紧缩政策，那么8月底召开的杰克逊霍尔(Jackson Hole)央行年会可能会出现重要信号，因为美联储过去10年的许多“激进”想法都在该会议中引出。但这一指标却表示，市场担忧近期有所缓解。3个月10年期隐含互换期权波动率(一个用来衡量美债收益率在未来3个月如何变动的指标)一直在稳步下降，并触及3月初以来的最低水平。值得注意的是，未来三个月可能涵盖了今年的杰克逊霍尔年会，该会议往年于8月的最后一个星期召开。从过往经验来看，许多央行都在该会议上阐述国政策的重大转向。因此在本月稍早时期，市场曾大举押注美联储在杰克逊霍尔将出现强硬调整，期权头寸瞄准了美联储和欧洲央行更为激进的利率前景。如果市场是正确的，而且在杰克逊霍尔会议上没有宣布缩减购债规模，人们将更为关心美联储的下一个机会窗口。可以肯定的是，即使没有杰克逊霍尔年会上没有出现意外，也有一系列因素可能给市场注入新的波动性。美国联邦公开市场委员会(fomc)会议纪要显示，多位与会者表示，如果经济形势如预期发展，他们愿意在\"即将召开的会议\"上讨论缩减购债规模。美联储副主席克拉里达(Richard Clarida)周二也表达了同样的观点。法国央行(Bank of France)行长德加劳(Francois Villeroy de Galhau)周三也表示，短期内不会对刺激措施进行调整，而欧洲央行执委会成员帕内塔(Fabio Panetta)则表示，他没有看到持续通胀的迹象，因此不允许减少债券购买。美联储讨论紧缩的可能“时间表”美联储官员已经保证在实际缩减之前会发出大量警告，政策制定者在4月会议纪要上已发出信号，表明购买量减少的可能性已经到来，未来几个月还将有更多信息出台。杰克逊霍尔会议的亮点将是美联储主席杰罗姆·鲍威尔(Jerome Powell)的主题演讲。鲍威尔去年利用这次会议为美联储处理通胀问题的方式提出了一条开创性的新政策路径。今年，鲍威尔将关注可能加速的价格压力，这些压力超过了美联储2%的目标区间，并已造成一些市场压力，迫使其至少稍微收紧政策，以避免未来出现问题。美联储迄今为止都在坚持这样一种预期：即近期较高的通货膨胀将会持续数月，随后消失。Ned Davis Research首席国际经济学家Alejandra Grindal表示，\"我确实认为美联储会采取正确的措施，因为他们符合我们的看法，即通胀上行风险是暂时的。\"Grindal预计，美联储将在11月联邦公开市场委员会(fomc)会议之间宣布缩减购债计划，这一时间表比其他央行观察人士的预期稍晚一些，但基本上与今年的走势一致。“然后，我们预计将在2022年开始缩减。美联储将需要大约一年的时间来完成缩减购债的过程。在那之后，我们预计最早在2023年看到利率上升，但可能最晚到2024年。”经济学家和大多数华尔街策略师都认同美联储的说法，即一旦供应链问题和2020年以来的基数效应消退，推动4月份消费者价格指数(CPI)上涨4.2%的通胀压力可能会消退。不过，市场仍担心美联储能否通过刺激措施实现软着陆，指标借款利率再度降至接近零水准，且美联储资产负债表扩张至近8万亿美元。上次美联储试图减少资产持有并提高利率时，效果并不理想。鲍威尔在声明中称，资产负债表缩减处于“自动驾驶”状态。而在2017年和2018年，美联储加息25个基点与经济增速放缓相重叠，引起了市场的巨大波动。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"OEF":0.9,"SPY":0.9,"DXD":0.9,".SPX":0.9,".IXIC":0.9,"DJX":0.9,"OEX":0.9,"QID":0.9,"SSO":0.9,".DJI":0.9,"QLD":0.9,"SQQQ":0.9,"UDOW":0.9,"NQmain":0.9,"SH":0.9,"PSQ":0.9,"UPRO":0.9,"QQQ":0.9,"DOG":0.9,"SDOW":0.9,"DDM":0.9,"SDS":0.9,"TQQQ":0.9,"IVV":0.9,"SPXU":0.9,"MNQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":5160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132073694,"gmtCreate":1622050102018,"gmtModify":1704178561059,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/132073694","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=en_US&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"Three factors indicate that the \"reverse period\" of technology stocks is not over yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>","source":"wind","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>Three factors indicate that the \"reverse period\" of technology stocks is not over yet</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\">\nThree factors indicate that the \"reverse period\" of technology stocks is not over yet\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2021-05-26 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":6919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108967005,"gmtCreate":1619994048107,"gmtModify":1704336949715,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/108967005","repostId":"2132567538","repostType":4,"isVote":1,"tweetType":1,"viewCount":2728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101197072,"gmtCreate":1619856491896,"gmtModify":1704335809145,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573688531814941","authorIdStr":"3573688531814941"},"themes":[],"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101197072","repostId":"2131556829","repostType":4,"isVote":1,"tweetType":1,"viewCount":2325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":168125845,"gmtCreate":1623967496187,"gmtModify":1703824727038,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/168125845","repostId":"1111690771","repostType":4,"isVote":1,"tweetType":1,"viewCount":6574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127962201,"gmtCreate":1624819136703,"gmtModify":1703845506737,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/127962201","repostId":"1192656485","repostType":4,"isVote":1,"tweetType":1,"viewCount":7242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137350785,"gmtCreate":1622303831147,"gmtModify":1704182866508,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"I&nbsp;","listText":"I&nbsp;","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137350785","repostId":"1144873023","repostType":4,"repost":{"id":"1144873023","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":1622244373,"share":"https://ttm.financial/m/news/1144873023?lang=en_US&edition=fundamental","pubTime":"2021-05-29 07:26","market":"us","language":"zh","title":"Last night and this morning: The short squeeze by retail investors has paused! Biden unveils $6 trillion budget","url":"https://stock-news.laohu8.com/highlight/detail?id=1144873023","media":"老虎资讯综合","summary":"摘要：美股三大股指集体收涨，芯片股多数上涨；热门中概股周五收盘涨跌不一，欢聚集团跌近10%；美国通胀指标又爆表了！4月核心PCE同比增长3.1%；二手电子产品交易平台爱回收提交赴美IPO申请>>>海外","content":"<p><b>Abstract:</b>All three major U.S. stock indexes closed higher, with most chip stocks rising. Popular Chinese concept stocks closed mixed on Friday.<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>It fell nearly 10%; US inflation indicators have exceeded the standards again! Core PCE rose 3.1% year-on-year in April; Aihuishou, a used electronics trading platform, submits its IPO application to the US >>><b>Overseas markets</b></p><p><b>US stocks closed higher: All three major indexes closed higher, with the S&P 500 achieving its third consecutive day of gains.</b></p><p>On Friday, Eastern Time, all three major indexes closed slightly higher, with the S&P 500 achieving its third consecutive day of gains. Major technology stocks generally performed poorly, while chip stocks mostly rose. At the close of trading, the Dow Jones Industrial Average rose 0.19% to 34,520.09 points; The S&P 500 rose 0.08% to 4,203.57 points; The Nasdaq rose 0.09% to 13,747.61 points.</p><p>All three major U.S. stock indexes recorded gains this week. The Dow Jones Industrial Average rose 0.9% this week, the S&P 500 rose 1.2%, and the Nasdaq Composite rose 2.1%. In May, the S&P 500 rose 0.6%, marking its fourth consecutive month of gains. The Dow Jones Industrial Average rose 1.9% this month, while the Nasdaq Composite fell 1.5%.</p><p><b>Popular Chinese concept stocks closed mixed on Friday<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>Down nearly 10%</b></p><p>Popular Chinese concept stocks closed mixed on Friday.<a href=\"https://laohu8.com/S/MOGU\">Mogujie</a>The company rose over 9% after its financial report showed revenue of 90.9 million yuan in the fourth fiscal quarter, a year-on-year decrease of 23.6%. YY Inc. shares fell nearly 10% after its financial report showed that the company's global average monthly active users (MAU) on mobile devices decreased by 15.1% year-on-year in the first quarter.<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 1.52%<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 0.57%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 3.06%<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Up 2.14%<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up 1.35%<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 4.36%<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 0.75%<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Down 1.86%</p><p><b>US WTI crude oil rose 4.3% this week, while Brent crude oil rose 4.8%.</b></p><p>Crude oil futures prices closed mixed on Friday. Both US WTI and London Brent crude oil recorded gains this week and this month. West Texas Intermediate (WTI) crude oil futures for July delivery on the New York Mercantile Exchange fell 53 cents, or 0.8%, to settle at $66.32 a barrel. London<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude oil futures for July delivery rose 17 cents, or 0.2%, to settle at $69.63 a barrel. Based on the most active contract, WTI crude oil rose 4.3% this week and 4.3% in May. Brent crude oil rose 4.8% this week and 3.5% in May.</p><p><b>Gold futures surpassed the 1900 mark on Friday, rising 7.8% this month.</b></p><p>Gold futures prices returned above $1,900 on Friday. Gold futures recorded gains this week and this month. Gold futures for August delivery on the New York Mercantile Exchange rose $6.80, or 0.4%, to settle at $1,905.30 an ounce, the highest closing price since January 7. Based on the most active contract, gold futures prices rose 1.5% this week and 7.8% this month.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2139938485\" target=\"_blank\"><b>Biden unveils $6 trillion budget plan: including two landmark domestic proposals.</b></a></p><p>U.S. President Joe Biden has submitted his fiscal year 2022 budget request to Congress, his first official budget since taking office, which is significantly different from that of his predecessor, President Donald Trump. Biden's budget includes two of his signature domestic proposals, Plan for American Families and Plan for American Jobs, neither of which has yet to be seriously discussed in Congress.</p><p><a href=\"https://laohu8.com/NW/2139485125\" target=\"_blank\"><b>The U.S. Treasury Department projects that Biden's tax increase plan could raise $3.6 trillion in tax revenue over a decade.</b></a></p><p>The U.S. Treasury Department released a \"green paper\" on Friday stating that President Biden's tax increase plan will generate $3.6 trillion in tax revenue over the next decade. This will constitute a major source of funding for Biden's $4 trillion plan to rebuild the U.S. economy and social safety net.</p><p><b>US inflation indicators have exceeded the standards again! Core PCE rose 3.1% year-on-year in April, the highest level since 1992.</b></p><p>According to statistics from the U.S. Department of Commerce, the U.S. PCE price index rose 3.6% year-on-year in April, exceeding expectations by 3.5% and significantly higher than the previous value of 2.3%, marking the fastest growth rate since 2008 and far exceeding the Federal Reserve's official inflation target of 2%.</p><p><b>The U.S. merchandise trade deficit narrowed for the first time this year as exports rose to a record high.</b></p><p>The U.S. merchandise trade deficit narrowed for the first time this year as exports soared to record levels and imports fell from record highs. Data released by the U.S. Commerce Department on Friday showed that the trade deficit narrowed to $85.2 billion in April from $90.6 billion the previous month. The median estimate of economists surveyed by Bloomberg is $92 billion.</p><p><b>Yellen called on the G7 to continue providing fiscal support to support the central bank's exploration of digital currency policies.</b></p><p>The U.S. Treasury Department said in a statement that Treasury Secretary Janet Yellen told G7 finance ministers and central bank governors on Friday that it was important to provide further fiscal support \"to facilitate a strong and lasting post-pandemic recovery.\"</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2139486356\" target=\"_blank\"><b>Retail investors' short squeeze temporarily subsided, with AMC surging 38% in early trading before closing lower.</b></a></p><p>AMC, caught in the midst of a short squeeze by retail investors, saw its gains widen to 38% in early trading on Friday after four consecutive days of sharp increases, but later retreated, ultimately closing down 1.58%. Other recently hot stocks favored by retail investors also performed weakly on Friday.<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>and<a href=\"https://laohu8.com/S/NOK\">Nokia</a>Both closed with gains of less than 2%.<a href=\"https://laohu8.com/S/GME\">Game Station</a>It closed down 12.58%.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Voluntary recall of some Model 3 and Model Y models</b></p><p>According to Electrek:<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company announced a voluntary recall of certain Model 3 models manufactured between December 2018 and March 2021, and certain Model Y models manufactured between January 2020 and January 2021, to inspect the brake caliper bolts.</p><p><a href=\"https://laohu8.com/NW/1117147021\" target=\"_blank\"><b>Aihuishou, a secondhand electronics trading platform, has submitted its IPO application to the United States.</b></a></p><p>Aihuishou, a used electronics trading platform, has submitted its IPO application to the United States, intending to list on the New York Stock Exchange under the ticker symbol \"RERE.\" Underwriters include...<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>China Renaissance<a href=\"https://laohu8.com/S/601211\">Guotai Junan Securities</a>CLSA and<a href=\"https://laohu8.com/S/TIGR\">Tiger Brokers</a>。</p><p><b>Credit Suisse RenTech Fund temporarily prohibits clients from redeeming some funds.</b></p><p>Credit Suisse is temporarily prohibiting customers from redeeming all cash from a fund invested with Renaissance Technologies. Because the strategy suffered heavy losses, investors are rushing to redeem their investments.</p><p><b><a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Shareholders voted to stop coal financing by 2040</b></p><p>Media Citation<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>According to reports from Friday's shareholders' meeting, HSBC shareholders voted to phase out coal financing by 2040 and align the bank's loans with the climate goals of the Paris Agreement.</p><p><b>Meituan CEO Wang Xing responds to regulatory investigation: Anti-monopoly has a positive impact on the industry.</b></p><p>During the first-quarter earnings call, Meituan CEO Wang Xing responded to recent issues related to regulation, rider welfare, and merchant fees. Regarding Meituan's anti-monopoly investigation, Wang Xing stated that anti-monopoly regulation will have a positive impact on the entire internet industry. He also indicated that Meituan has a dedicated team to cooperate with regulators, and the anti-monopoly investigation will not have a significant negative impact on Meituan's food delivery business. Meanwhile, Wang Xing stated, \"We strictly prohibit any form of choosing between two options and have established a transparent and effective reporting channel. We will continue to actively cooperate with regulatory authorities and fully respect merchants' right to choose independently.\"</p><p>----------------------------------------------------</p><p>Good news for Tiger users: Tiger is currently supporting weekend orders! Pre-listing orders are a value-added service provided by Tiger Bros. that allows users to place orders during non-trading hours. Currently, it supports three order types: stop-loss orders, stop-loss limit orders, and limit orders.</p><p>In other words, users can place orders during market closures, such as weekends and other holidays. The orders will be saved by Tiger's trading system and automatically submitted to the exchange after the market opens.</p><p><a href=\"https://www.laohu8.com/post/131820269\" target=\"_blank\">Click to learn more >>></a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: The short squeeze by retail investors has paused! Biden unveils $6 trillion budget</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: The short squeeze by retail investors has paused! Biden unveils $6 trillion budget\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-05-29 07:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Abstract:</b>All three major U.S. stock indexes closed higher, with most chip stocks rising. Popular Chinese concept stocks closed mixed on Friday.<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>It fell nearly 10%; US inflation indicators have exceeded the standards again! Core PCE rose 3.1% year-on-year in April; Aihuishou, a used electronics trading platform, submits its IPO application to the US >>><b>Overseas markets</b></p><p><b>US stocks closed higher: All three major indexes closed higher, with the S&P 500 achieving its third consecutive day of gains.</b></p><p>On Friday, Eastern Time, all three major indexes closed slightly higher, with the S&P 500 achieving its third consecutive day of gains. Major technology stocks generally performed poorly, while chip stocks mostly rose. At the close of trading, the Dow Jones Industrial Average rose 0.19% to 34,520.09 points; The S&P 500 rose 0.08% to 4,203.57 points; The Nasdaq rose 0.09% to 13,747.61 points.</p><p>All three major U.S. stock indexes recorded gains this week. The Dow Jones Industrial Average rose 0.9% this week, the S&P 500 rose 1.2%, and the Nasdaq Composite rose 2.1%. In May, the S&P 500 rose 0.6%, marking its fourth consecutive month of gains. The Dow Jones Industrial Average rose 1.9% this month, while the Nasdaq Composite fell 1.5%.</p><p><b>Popular Chinese concept stocks closed mixed on Friday<a href=\"https://laohu8.com/S/YY\">YY Inc.</a>Down nearly 10%</b></p><p>Popular Chinese concept stocks closed mixed on Friday.<a href=\"https://laohu8.com/S/MOGU\">Mogujie</a>The company rose over 9% after its financial report showed revenue of 90.9 million yuan in the fourth fiscal quarter, a year-on-year decrease of 23.6%. YY Inc. shares fell nearly 10% after its financial report showed that the company's global average monthly active users (MAU) on mobile devices decreased by 15.1% year-on-year in the first quarter.<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 1.52%<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 0.57%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 3.06%<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Up 2.14%<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up 1.35%<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 4.36%<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 0.75%<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Down 1.86%</p><p><b>US WTI crude oil rose 4.3% this week, while Brent crude oil rose 4.8%.</b></p><p>Crude oil futures prices closed mixed on Friday. Both US WTI and London Brent crude oil recorded gains this week and this month. West Texas Intermediate (WTI) crude oil futures for July delivery on the New York Mercantile Exchange fell 53 cents, or 0.8%, to settle at $66.32 a barrel. London<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude oil futures for July delivery rose 17 cents, or 0.2%, to settle at $69.63 a barrel. Based on the most active contract, WTI crude oil rose 4.3% this week and 4.3% in May. Brent crude oil rose 4.8% this week and 3.5% in May.</p><p><b>Gold futures surpassed the 1900 mark on Friday, rising 7.8% this month.</b></p><p>Gold futures prices returned above $1,900 on Friday. Gold futures recorded gains this week and this month. Gold futures for August delivery on the New York Mercantile Exchange rose $6.80, or 0.4%, to settle at $1,905.30 an ounce, the highest closing price since January 7. Based on the most active contract, gold futures prices rose 1.5% this week and 7.8% this month.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2139938485\" target=\"_blank\"><b>Biden unveils $6 trillion budget plan: including two landmark domestic proposals.</b></a></p><p>U.S. President Joe Biden has submitted his fiscal year 2022 budget request to Congress, his first official budget since taking office, which is significantly different from that of his predecessor, President Donald Trump. Biden's budget includes two of his signature domestic proposals, Plan for American Families and Plan for American Jobs, neither of which has yet to be seriously discussed in Congress.</p><p><a href=\"https://laohu8.com/NW/2139485125\" target=\"_blank\"><b>The U.S. Treasury Department projects that Biden's tax increase plan could raise $3.6 trillion in tax revenue over a decade.</b></a></p><p>The U.S. Treasury Department released a \"green paper\" on Friday stating that President Biden's tax increase plan will generate $3.6 trillion in tax revenue over the next decade. This will constitute a major source of funding for Biden's $4 trillion plan to rebuild the U.S. economy and social safety net.</p><p><b>US inflation indicators have exceeded the standards again! Core PCE rose 3.1% year-on-year in April, the highest level since 1992.</b></p><p>According to statistics from the U.S. Department of Commerce, the U.S. PCE price index rose 3.6% year-on-year in April, exceeding expectations by 3.5% and significantly higher than the previous value of 2.3%, marking the fastest growth rate since 2008 and far exceeding the Federal Reserve's official inflation target of 2%.</p><p><b>The U.S. merchandise trade deficit narrowed for the first time this year as exports rose to a record high.</b></p><p>The U.S. merchandise trade deficit narrowed for the first time this year as exports soared to record levels and imports fell from record highs. Data released by the U.S. Commerce Department on Friday showed that the trade deficit narrowed to $85.2 billion in April from $90.6 billion the previous month. The median estimate of economists surveyed by Bloomberg is $92 billion.</p><p><b>Yellen called on the G7 to continue providing fiscal support to support the central bank's exploration of digital currency policies.</b></p><p>The U.S. Treasury Department said in a statement that Treasury Secretary Janet Yellen told G7 finance ministers and central bank governors on Friday that it was important to provide further fiscal support \"to facilitate a strong and lasting post-pandemic recovery.\"</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2139486356\" target=\"_blank\"><b>Retail investors' short squeeze temporarily subsided, with AMC surging 38% in early trading before closing lower.</b></a></p><p>AMC, caught in the midst of a short squeeze by retail investors, saw its gains widen to 38% in early trading on Friday after four consecutive days of sharp increases, but later retreated, ultimately closing down 1.58%. Other recently hot stocks favored by retail investors also performed weakly on Friday.<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>and<a href=\"https://laohu8.com/S/NOK\">Nokia</a>Both closed with gains of less than 2%.<a href=\"https://laohu8.com/S/GME\">Game Station</a>It closed down 12.58%.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Voluntary recall of some Model 3 and Model Y models</b></p><p>According to Electrek:<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company announced a voluntary recall of certain Model 3 models manufactured between December 2018 and March 2021, and certain Model Y models manufactured between January 2020 and January 2021, to inspect the brake caliper bolts.</p><p><a href=\"https://laohu8.com/NW/1117147021\" target=\"_blank\"><b>Aihuishou, a secondhand electronics trading platform, has submitted its IPO application to the United States.</b></a></p><p>Aihuishou, a used electronics trading platform, has submitted its IPO application to the United States, intending to list on the New York Stock Exchange under the ticker symbol \"RERE.\" Underwriters include...<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>China Renaissance<a href=\"https://laohu8.com/S/601211\">Guotai Junan Securities</a>CLSA and<a href=\"https://laohu8.com/S/TIGR\">Tiger Brokers</a>。</p><p><b>Credit Suisse RenTech Fund temporarily prohibits clients from redeeming some funds.</b></p><p>Credit Suisse is temporarily prohibiting customers from redeeming all cash from a fund invested with Renaissance Technologies. Because the strategy suffered heavy losses, investors are rushing to redeem their investments.</p><p><b><a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Shareholders voted to stop coal financing by 2040</b></p><p>Media Citation<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>According to reports from Friday's shareholders' meeting, HSBC shareholders voted to phase out coal financing by 2040 and align the bank's loans with the climate goals of the Paris Agreement.</p><p><b>Meituan CEO Wang Xing responds to regulatory investigation: Anti-monopoly has a positive impact on the industry.</b></p><p>During the first-quarter earnings call, Meituan CEO Wang Xing responded to recent issues related to regulation, rider welfare, and merchant fees. Regarding Meituan's anti-monopoly investigation, Wang Xing stated that anti-monopoly regulation will have a positive impact on the entire internet industry. He also indicated that Meituan has a dedicated team to cooperate with regulators, and the anti-monopoly investigation will not have a significant negative impact on Meituan's food delivery business. Meanwhile, Wang Xing stated, \"We strictly prohibit any form of choosing between two options and have established a transparent and effective reporting channel. We will continue to actively cooperate with regulatory authorities and fully respect merchants' right to choose independently.\"</p><p>----------------------------------------------------</p><p>Good news for Tiger users: Tiger is currently supporting weekend orders! Pre-listing orders are a value-added service provided by Tiger Bros. that allows users to place orders during non-trading hours. Currently, it supports three order types: stop-loss orders, stop-loss limit orders, and limit orders.</p><p>In other words, users can place orders during market closures, such as weekends and other holidays. The orders will be saved by Tiger's trading system and automatically submitted to the exchange after the market opens.</p><p><a href=\"https://www.laohu8.com/post/131820269\" target=\"_blank\">Click to learn more >>></a></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144873023","content_text":"摘要：美股三大股指集体收涨，芯片股多数上涨；热门中概股周五收盘涨跌不一，欢聚集团跌近10%；美国通胀指标又爆表了！4月核心PCE同比增长3.1%；二手电子产品交易平台爱回收提交赴美IPO申请>>>海外市场美股收盘：三大股指集体收涨 标普500指数实现三连阳美东时间周五，三大指数均小幅收涨，标普500指数实现三连阳，大型科技股普遍表现不佳，芯片股多数上涨。截至收盘，道琼斯指数涨0.19%，报34520.09点；标普500指数涨0.08%，报4203.57点；纳斯达克指数涨0.09%，报13747.61点。本周美股三大股指均录得涨幅。本周道指上涨0.9%，标普500指数上涨1.2%，纳指上涨2.1%；在5月份，标普500指数上涨0.6%，为连续第四个月上涨。本月道指上涨1.9%，纳指下跌1.5%。热门中概股周五收盘涨跌不一 欢聚集团跌近10%热门中概股周五收盘涨跌不一，蘑菇街涨超9%，财报显示该公司第四财季营收9090万元，同比下滑23.6%；欢聚集团跌近10%，财报显示该公司一季度全球移动设备平均月活用户（MAU）同比降低15.1%；京东涨1.52%，阿里巴巴涨0.57%，哔哩哔哩涨3.06%，腾讯音乐涨2.14%，网易涨1.35%，拼多多涨4.36%，百度涨0.75%，爱奇艺跌1.86%本周美国WTI原油上涨4.3% 布伦特原油涨4.8%原油期货价格周五收盘涨跌不一。在本周与本月，美国WTI与伦敦布伦特原油均录得涨幅。纽约商品交易所7月交割的西德州中质原油（WTI）期货价格下跌53美分，跌幅0.8%，收于每桶66.32美元；伦敦洲际交易所7月交割的布伦特原油期货价格上涨17美分，涨幅0.2%，收于每桶69.63美元。按照最活跃合约计算，WTI原油本周上涨4.3%，5月上涨4.3%。布伦特原油本周上涨4.8%，5月上涨3.5%。黄金期货周五站上1900关口 本月上涨7.8%黄金期货价格周五重返1900美元上方。本周及本月黄金期货均录得涨幅。纽约商品交易所8月交割的黄金期货价格上涨6.80美元，涨幅0.4%，收于每盎司1905.30美元，创1月7日以来最高收盘价。按照最活跃合约计算，黄金期货价格本周上涨1.5%，本月上涨7.8%。国际宏观拜登公布6万亿美元预算方案：包括两项标志性的国内提案美国总统拜登向国会提交了他的2022财政年度预算申请，这是他担任总统以来的首个正式预算，其与前任总统特朗普的预算有很大不同。拜登的预算包括了他的两项标志性的国内提案，美国家庭计划和美国就业计划，这两项提案都还没有得到国会的认真讨论。美国财政部预计拜登加税计划十年可增加3.6万亿美元税收美国财政部周五发布“绿皮书”称，总统拜登的加税计划将在未来十年带来3.6万亿美元税收收入。这将构成拜登4万亿美元重建美国经济和社会保障网络计划的主要资金来源。美国通胀指标又爆表了！4月核心PCE同比增长3.1%，创1992年来最高据美国商务部统计，美国4月PCE物价指数同比升3.6%，超预期升3.5%，较前值2.3%大幅提高，创2008年以来最快增速，远高于美联储的官方通胀目标2%。美国商品贸易逆差年内首次收窄 因出口升至纪录高位由于出口额飙升至创纪录水平，且进口额从历史高位回落，美国商品贸易逆差今年首次收窄。美国商务部周五发布的数据显示，4月份贸易逆差从前月的906亿美元收窄至852亿美元。彭博调查的经济学家预估中值为920亿美元。耶伦呼吁G7继续提供财政支持 支持央行数字货币政策探索美国财政部在一份声明中表示，财政部长珍妮特-耶伦（Janet Yellen）周五告诉七国集团（G7）财长和央行行长，提供进一步的财政支持“以促进疫情后的强劲和持久复苏”十分重要。公司新闻散户逼空行情暂歇 AMC早盘暴涨38%后转为收跌处在散户逼空风口浪尖的AMC在连续四日大涨之后，周五早盘涨幅一度扩大至38%，但之后回落，最终收跌1.58%。近期表现大热的其他散户抱团股周五也表现疲软，黑莓和诺基亚收盘涨幅均不足2%，游戏驿站更以下跌12.58%报收。特斯拉主动召回部分Model3车型和ModelY车型据Electrek：特斯拉宣布将主动召回2018年12月至2021年3月间生产的部分Model 3车型，以及2020年1月至2021年1月间生产的部分ModelY车型，以检查刹车卡钳螺栓。二手电子产品交易平台爱回收提交赴美IPO申请二手电子产品交易平台爱回收提交赴美IPO申请，有意按代码“RERE”在纽交所挂牌交易，承销商包括高盛、美国银行、华兴资本、国泰君安、里昂证券以及老虎证券。瑞信RenTech基金暂时禁止客户赎回部分资金瑞信正暂时禁止客户从一支与Renaissance Technologies投资的基金赎回所有现金。因该策略亏损严重，投资者正匆忙赎回投资。汇丰股东投票决定到2040年停止煤炭融资媒体援引汇丰周五股东大会的消息报道，汇丰股东投票通过到2040年期间逐步淘汰煤炭融资并使该行的贷款与《巴黎协定》的气候目标一致。美团CEO王兴回应监管调查：反垄断对行业有正向影响在一季度财报电话会议上，美团CEO王兴对于近期的监管、骑手福祉、商家费率等问题作出了回应。对于美团接受反垄断调查一事，王兴表示反垄断监管对于整个互联网行业将产生正向影响，同时表示美团有专门团队配合监管层的工作，反垄断调查不会对美团的外卖业务产生很大的负面影响。同时，王兴表示，“我们严格禁止任何形式的二选一，并建立了透明有效的举报渠道，会继续积极配合监管部门，充分尊重商家的自主选择权。”----------------------------------------------------和虎友们分享一个好消息，老虎当前支持周末下单了！预挂单是老虎为用户提供的一种增值服务，可以支持用户在非交易时间段下单，目前支持止损单、止损限价单、限价单3种订单类型。也就是说，用户可以在休市期间，比如周末等节假日进行挂单，订单由老虎的交易系统保存，待开市后自动提交到交易所。点击了解详情>>>","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":6302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108967005,"gmtCreate":1619994048107,"gmtModify":1704336949715,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/108967005","repostId":"2132567538","repostType":4,"isVote":1,"tweetType":1,"viewCount":2728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101197072,"gmtCreate":1619856491896,"gmtModify":1704335809145,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101197072","repostId":"2131556829","repostType":4,"isVote":1,"tweetType":1,"viewCount":2325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132073694,"gmtCreate":1622050102018,"gmtModify":1704178561059,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/132073694","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=en_US&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"Three factors indicate that the \"reverse period\" of technology stocks is not over yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>","source":"wind","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>Three factors indicate that the \"reverse period\" of technology stocks is not over yet</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\">\nThree factors indicate that the \"reverse period\" of technology stocks is not over yet\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2021-05-26 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":6919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262690950426928,"gmtCreate":1705167581334,"gmtModify":1705167585302,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂","listText":"🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂","text":"🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂🐂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262690950426928","isVote":1,"tweetType":1,"viewCount":5738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258903103000576,"gmtCreate":1704242648195,"gmtModify":1704242651687,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258903103000576","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/d95d339b1f41503e283097a33ab3ba9d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? 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Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251274818994280,"gmtCreate":1702383715547,"gmtModify":1702383718424,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/4eca804b1d7bfd8510044aad5ae3a8e9","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251274818994280","isVote":1,"tweetType":1,"viewCount":5091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916384387,"gmtCreate":1664511428849,"gmtModify":1676537469196,"author":{"id":"3573688531814941","authorId":"3573688531814941","name":"ccssyy","avatar":"https://static.tigerbbs.com/788037228f49cc166fdc5223f0073775","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573688531814941","idStr":"3573688531814941"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","text":"$纳指三倍做空ETF(SQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916384387","isVote":1,"tweetType":1,"viewCount":4643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}