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Tiang

Tiang

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2021-08-14

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2021-06-20

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2021-06-14

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How will the first G-7 summit in the post-Trump era affect global epidemic prevention and climate action?

2021-06-14

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Reminder: The lunch break arrangement is here! Hong Kong stocks will be closed for one day on June 14

2021-06-14

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2021-06-11

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2021-05-28

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2021-03-25

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2021-03-07

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2021-03-06

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2021-03-05

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2021-03-04

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2021-03-03

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2021-02-20

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Are oil prices entering a super cycle?

2021-02-20

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FTSE Russell: It is expected to bring US $100 million in incremental funds to the Science and Technology Innovation Board

2021-02-17

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JD Logistics is competing for expectations: Make money for JD, don't rely on JD to support your family

2021-02-09

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Revealed: Why did Musk invest in Bitcoin?

2021-02-04

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2021-02-03

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Attending the G-7 summit are: US President Joe Biden, German Chancellor Angela Merkel, French President Emmanuel Macron,...</p><p><a href=\"None\">Web link</a></div></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>How will the first G-7 summit in the post-Trump era affect global epidemic prevention and climate action?</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\">\nHow will the first G-7 summit in the post-Trump era affect global epidemic prevention and climate action?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/30\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">界面新闻 </p>\n<p class=\"h-time smaller\">2021-06-14 20:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>The three-day summit of the Group of Seven (G7) came to an end on Sunday at the British resort of Cornwall Beach. The G-7 Summit is an international organization composed of seven major industrial countries. Its current members are the United States, Canada, Britain, France, Germany, Italy and Japan. In addition to the leaders of these seven countries, EU leaders often appear as nonvoting delegates. This is the first time since the outbreak of the COVID-19 pandemic that the heads of the G-7 have gathered in the form of an offline summit, and it is also the first G-7 summit in the post-Trump era, so it has attracted much attention. Attending the G-7 summit are: US President Joe Biden, German Chancellor Angela Merkel, French President Emmanuel Macron,...</p><p><a href=\"None\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/101e96cdb1bbc9a6edf977e5aab81959","relate_stocks":{"DJT":"特朗普媒体科技集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102714025","content_text":"周日，为期三天的七国峰会（G7）在英国度假胜地康沃尔海滩落下帷幕。\n七国峰会是一个由七个主要工业国家组成的国际组织，目前成员为美国、加拿大、英国、法国、德国、意大利及日本。除了这七国的领袖，欧盟领导人也经常列席出现。\n这是自新冠疫情爆发以来七国集团首脑们首次在线下以峰会的形式相聚，也是后特朗普时代的首次七国峰会，因此备受关注。\n此次出席七国峰会的有：美国总统拜登、德国总理默克尔、法国总统马克龙、英国首相约翰逊、加拿大总理特鲁多、日本首相菅义伟、意大利总理德拉吉、欧洲理事会主席米歇尔、欧盟执委会主席冯德莱恩。\n上一次的七国峰会于2019年在法国召开；原定于2020年在美国召开的七国峰会由于疫情取消。\n除了会前就推出的“全球最低税率”，本次峰会上备受关注的议题还有疫情防治和气候变化。峰会希望为这些全球共同面临的难题提供新方案。\n再捐10亿支疫苗\n在6月12日举行的特别会议后，七国领袖联合发表《卡比斯湾宣言》（Carbis Bay Declaration），疫苗分发是其中的重要议题。\n七国集团承诺在未来12个月内，通过捐赠剩余物资和资助由联合国发起的疫苗Covax计划，确保发展中国家将再获得10亿支疫苗。\n美国和英国已在会前分别宣布捐出5亿和1亿剂疫苗，他们呼吁各国领袖也作出同样承诺。《卫报》援引美国官员称，美国已经向Covax捐赠了20亿美元；今年2月拜登政府又认捐了20亿美元。这第二笔20亿美元据悉现在将资助购买在美国生产的辉瑞公司的疫苗。\n《宣言》还计划讨论当前争议巨大的强制临时豁免专利。七国称，他们将在世界贸易组织的讨论中建设性地参与知识产权豁免的问题。\n除了应对新冠疫情的措施，七国还称“现在就将采取行动，加强全球卫生和卫生安全系统，为未来的大流行病做好准备”。\n《宣言》称，未来如若再次爆发疫情，七国集团将迅速采取行动，目的是在100天内提供疫苗、测试和治疗。\n除了加快药物和治疗方法的研发，《宣言》还指出要防止新冠疫情早期出现的“以邻为壑”的政策，并提出要支持改革和强化世界卫生组织。\n不过，《卫报》对此批评道，《宣言》并没有列出每个国家的详细承诺，也没有列出行动的时间表，许多承诺并不新鲜，执行效果仍有待观察。\n2030年集体碳排量将减少一半\n在6月13日的会晤中，各方则将重点转向了气候变化。\n七国领导人承诺，到2030年集体碳排放量将减少一半。这包括一系列的具体措施。例如，到2022年，七国将停止资助任何缺乏碳捕获技术的煤炭项目。再如，到2030年，对电力部门实现绝大部分的“去碳化”（decarbonized）。\n这是主要工业化经济体——它们对造成地球变暖的污染往往负有最大责任——首次同意，在2030年前集体削减其排放量，尽管包括美国和英国在内的几个国家已经单独制定了这些目标。\n特朗普在任的四年中，美国与西方多国在气候议题上分歧不断。拜登上任后，除了重新加入特朗普退出的《巴黎协定》，还承诺到2030年将美国的温室气体排放量减至2005年水平的50%，并在2035年前消除美国电力部门的化石燃料排放。\n七国集团计划今后将每年为发展中国家提供1000亿美元的资金，专门用于对抗气候变化。根据公益组织乐施会的统计，西方国家目前为发展中国家提供的气候保护援助规模仅有390亿美元。七国集团还称，也将努力保护生物多样性、阻止动植物的灭绝。\n本次峰会的东道主英国希望，七国集团能够就气候变化目标达成一致，并在今年11月举行的苏格兰联合国气候峰会上正式承诺，要在2050年实现碳中和。\n不过，七国的气候方案也遭遇了批评。《纽约时报》指出，尽管七国领导采取了旨在抑制气候变化的行动，但它们未能为燃煤使用设定一个明确的终止日期；而燃煤是全球变暖的主要因素。\n七国集团加起来产生了世界上大约四分之一的气候污染。《纽约时报》指出，领导人公报的最后措辞”只是模糊地呼吁迅速扩大技术和政策，进一步加快向没有碳捕获技术的煤炭过渡”。它们未能就使用煤炭的具体结束日期达成一致，这削弱了它们自身的说服力，特别是如果它们希望在今年晚些的气候峰会上说服其他100多个成员实现碳中和。\n国际绿色和平组织的执行主任珍妮弗·摩根对《纽约时报》称，这本是一个七国集团可以展示历史性领导力的时刻，但他们却留下了一个巨大的空白。\n七国集团的双重功能\n20世纪70年代初，西方经济遭到了第一次石油危机的重创。在法国倡议下，1975年，美、英、德、法、日、意六大工业国成立了六国集团。1976年，加拿大加入，七国集团就此诞生。\n1997年，俄罗斯的加入使得七国集团转变为八国集团。但由于俄罗斯对克里米亚危机的介入，其席位遭遇了冻结。尽管默克尔和特朗普后来提出让俄罗斯重新回归，但遭到了大部分成员否决。\n目前，七国集团的成员已经基本固定。此外，欧盟亦获邀成为非正式成员。\n截至2018年，G7合共占有全世界58%的财富、46%以现价GDP计算的GDP及逾32%的购买力平价标准的全球GDP。\n观察者指出，尽管七国集团组建的初衷主要是维护世界经济秩序，但从其近年的发展来看，它已经越来越多地在强调其政治角色。冷战期间，七国集团就曾频繁就维护世界安全秩序采取共同立场。","news_type":1,"symbols_score_info":{"DJT":1}},"isVote":1,"tweetType":1,"viewCount":3189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185835382,"gmtCreate":1623640308046,"gmtModify":1704207590527,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185835382","repostId":"1105134625","repostType":4,"repost":{"id":"1105134625","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":1623140058,"share":"https://ttm.financial/m/news/1105134625?lang=en_US&edition=fundamental","pubTime":"2021-06-08 16:14","market":"sh","language":"zh","title":"Reminder: The lunch break arrangement is here! Hong Kong stocks will be closed for one day on June 14","url":"https://stock-news.laohu8.com/highlight/detail?id=1105134625","media":"老虎资讯综合","summary":"6月14日（周一）休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","content":"<p>As the Dragon Boat Festival, a traditional Chinese festival, approaches, the closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A shares:</b></p><p>The market will be closed on June 14th (Monday) and open as usual from June 15th (Tuesday).</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on June 14th (Monday) and open as usual from June 15th (Tuesday).</p><p><b>Australian stocks:</b></p><p>The market will be closed on Monday, June 14 for Queen's Birthday, and will be open as usual from Tuesday, June 15.</p><p><b>U.S. stocks, British stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>The service will not be available on June 14th (Monday), and will be open as usual from June 15th (Tuesday).</p><p><b>Hong Kong Stock Connect:</b></p><p>The service will not be available on June 14th (Monday), and will be open as usual from June 15th (Tuesday).</p><p><b>Background Introduction:</b></p><p>Dragon Boat Festival, also known as Duanyang Festival, Dragon Boat Festival, Tianzhong Festival, etc., originated from the worship of natural astronomical phenomena and evolved from worshipping dragons in ancient times. During the Dragon Boat Festival in midsummer, the seven stays of the black dragon soared into the middle of the south, and was in the most \"middle\" position of the whole year, that is, the fifth line of the Book of Changes Gan Gua said: \"The flying dragon is in the sky\". Its origin covers ancient astrological culture, humanistic philosophy and other aspects, and contains profound and rich cultural connotations. In the process of inheritance and development, a variety of folk customs are mixed into one, and the contents of festivals and customs are rich. Picking dragon boats and eating rice dumplings are the two major rituals and customs of the Dragon Boat Festival, which have been passed down in China since ancient times and have continued until now.</p><p>The Dragon Boat Festival was originally a festival founded by ancient ancestors to worship the dragon ancestors and pray for blessings and ward off evil spirits. Legend has it that Qu Yuan, a poet of Chu during the Warring States Period, committed suicide by jumping into Miluo River on May 5th. Later, people also took the Dragon Boat Festival as a festival to commemorate Qu Yuan. There are also sayings to commemorate Wu Zixu, Cao E and Jie Zitui. Generally speaking, the Dragon Boat Festival originated from the ancient ancestors who chose the auspicious day of \"flying dragon in the sky\" to worship the dragon ancestors, pray for blessings and ward off evil spirits, and injected the fashion of \"curing diseases and preventing epidemics\" in summer.<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: The lunch break arrangement is here! Hong Kong stocks will be closed for one day on June 14</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\">\nReminder: The lunch break arrangement is here! Hong Kong stocks will be closed for one day on June 14\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-08 16:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>As the Dragon Boat Festival, a traditional Chinese festival, approaches, the closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A shares:</b></p><p>The market will be closed on June 14th (Monday) and open as usual from June 15th (Tuesday).</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on June 14th (Monday) and open as usual from June 15th (Tuesday).</p><p><b>Australian stocks:</b></p><p>The market will be closed on Monday, June 14 for Queen's Birthday, and will be open as usual from Tuesday, June 15.</p><p><b>U.S. stocks, British stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>The service will not be available on June 14th (Monday), and will be open as usual from June 15th (Tuesday).</p><p><b>Hong Kong Stock Connect:</b></p><p>The service will not be available on June 14th (Monday), and will be open as usual from June 15th (Tuesday).</p><p><b>Background Introduction:</b></p><p>Dragon Boat Festival, also known as Duanyang Festival, Dragon Boat Festival, Tianzhong Festival, etc., originated from the worship of natural astronomical phenomena and evolved from worshipping dragons in ancient times. During the Dragon Boat Festival in midsummer, the seven stays of the black dragon soared into the middle of the south, and was in the most \"middle\" position of the whole year, that is, the fifth line of the Book of Changes Gan Gua said: \"The flying dragon is in the sky\". Its origin covers ancient astrological culture, humanistic philosophy and other aspects, and contains profound and rich cultural connotations. In the process of inheritance and development, a variety of folk customs are mixed into one, and the contents of festivals and customs are rich. Picking dragon boats and eating rice dumplings are the two major rituals and customs of the Dragon Boat Festival, which have been passed down in China since ancient times and have continued until now.</p><p>The Dragon Boat Festival was originally a festival founded by ancient ancestors to worship the dragon ancestors and pray for blessings and ward off evil spirits. Legend has it that Qu Yuan, a poet of Chu during the Warring States Period, committed suicide by jumping into Miluo River on May 5th. Later, people also took the Dragon Boat Festival as a festival to commemorate Qu Yuan. There are also sayings to commemorate Wu Zixu, Cao E and Jie Zitui. Generally speaking, the Dragon Boat Festival originated from the ancient ancestors who chose the auspicious day of \"flying dragon in the sky\" to worship the dragon ancestors, pray for blessings and ward off evil spirits, and injected the fashion of \"curing diseases and preventing epidemics\" in summer.<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105134625","content_text":"临近中国传统节日端午节假期，各主要市场休市安排如下：A股：6月14日（周一）休市，6月15日（周二）起照常开市。港股：6月14日（周一）休市，6月15日（周二）起照常开市。澳股：6月14日（周一）因 Queen's Birthday 休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。沪股通、深股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。港股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。背景介绍：端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185832586,"gmtCreate":1623640292445,"gmtModify":1704207589549,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185832586","repostId":"1159028389","repostType":4,"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183769649,"gmtCreate":1623360340481,"gmtModify":1704201520612,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"[666]&nbsp;[666]&nbsp;","listText":"[666]&nbsp;[666]&nbsp;","text":"[666] 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//ttm.financial/post/387791852","repostId":"1115710072","repostType":4,"repost":{"id":"1115710072","kind":"news","pubTimestamp":1613778349,"share":"https://ttm.financial/m/news/1115710072?lang=en_US&edition=fundamental","pubTime":"2021-02-20 07:45","market":"fut","language":"zh","title":"Are oil prices entering a super cycle?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115710072","media":"经济日报","summary":"对于油价是否又要进入超级循环周期，业界的判断并不一致。乐观者认为，包括疫苗上市、全球经济在大型刺激计划推动下恢复增长、极度宽松的货币政策、“欧佩克+”减产预期等在内的潜在因素将支撑新的超级周期出现，而","content":"<p>The industry's judgment on whether oil prices will enter the super cycle again is inconsistent. Optimists believe that potential factors, including the launch of vaccines, the resumption of global economic growth driven by large-scale stimulus plans, extremely loose monetary policy, and expectations of \"OPEC +\" production cuts, will support the emergence of a new super cycle, and this cycle will Last for about 10 years. Pessimists believe that the current epidemic in novel coronavirus pneumonia has not been effectively controlled, and the global economy is still fighting for recovery, so there is still great uncertainty. In the long run, the once glorious black gold industry in history has begun to slowly end, giving way to greener renewable energy. The era of high oil prices is gone forever.</p><p>Recently, world oil prices have repeatedly hit new highs, with London Brent crude oil futures and New York West Texas Light crude oil futures exceeding the US $65 and US $60 per barrel marks respectively. In this regard, market expectations are obviously optimistic. Goldman Sachs and JPMorgan Chase predict that oil prices have a chance to break $100 a barrel this year. Some analysts even assert that oil prices are beginning to enter a long-term upward trajectory, and another super cycle has been formed.</p><p>Is that really the case? The answer is not certain.</p><p>The recent surge in oil prices has its accidental factors, and the market is suspected of taking advantage of the black swan event hit by a rare cold wave in the United States for speculation. At present, the single-day crude oil production in the United States has dropped by nearly one-third, about 3.5 million barrels, with the output of the worst-hit Texas oil field plummeting by 65%. In addition, data from industry analysis companies show that crude oil inventories in China, the United States and East Asia are declining, so it will form a strong support for crude oil market prices in the short term.</p><p>According to the forecast of the International Monetary Fund (IMF), the average world oil price this year will be US $65 per barrel, and the highest price may hit US $80 per barrel. However, some prominent oil analysts are cautious that the conclusion of entering the next supercycle is a bit hasty. In particular, the epidemic in novel coronavirus pneumonia has not been effectively controlled, and the global economy is still fighting for recovery, so there is still great uncertainty.</p><p>Of course, the so-called super cycle theory is not groundless.</p><p>First of all, global monetary easing is an important reason for rising commodity prices.</p><p>Global monetary easing has led to an expansion in demand for commodities, from skyrocketing prices of iron ore and natural gas to the possibility of a substantial increase in energy demand in the next stage, all heralding the arrival of a real inflation cycle.</p><p>Since the Biden administration took office, it has continued to launch a large-scale economic stimulus package, and the $1.9 trillion injection is expected to boost consumption. This stimulus package will generate \"important commodity-intensive consumption\". The stimulus package is primarily aimed at low-and middle-income families. This means that U.S. household gasoline spending is expected to increase significantly. Economists have calculated that if oil demand grows at a rate of 1.4 million barrels per day, then there may be a super cycle. Last year, affected by the epidemic, the average daily global oil demand actually decreased by about 10 million barrels; This year, oil demand is likely to grow by an additional 500,000 barrels per day. The possibility of a sharp increase in energy demand as the global economy recovers widely cannot be ruled out.</p><p>Secondly, the global oil supply may be insufficient.</p><p>Veteran market traders believe that the future \"fate\" of oil prices depends on OPEC, especially Saudi Arabia. Variables affecting supply also include Iran's return to the world oil market and overall production from major oil-producing countries such as the United States and Russia. Generally speaking, the output data of the latter is relatively stable and predictable.</p><p>However, there is a possibility that global oil supply will be insufficient in the next year or two. This is also the main reason why Saudi Arabia decided to automatically reduce production by 1 million barrels for emergencies. Saudi Arabia expects crude oil supply shortages to occur in the second quarter of this year.</p><p>According to the forecast of the International Energy Agency, if global oil investment remains at the level of 2020 in the next five years, the overall oil supply level will decrease by nearly 9 million barrels per day by 2025. Data show that upstream oil and gas investment last year was approximately US $300 billion, a 15-year low and a 30% decrease from 2019. Global oil demand is expected to rise to more than 100 million barrels per day by 2022, and the supply gap will increase. Therefore, oil and other commodity markets are bound to show a cyclical recovery.</p><p>Thirdly, international investment banks added fuel to the flames.</p><p>Some large investment banks have released reports that the world commodity bull market is not over yet. In the past three months, crude oil prices have risen by about 50% and are currently in the process of accelerating their rise. Therefore, the world's commodities have started a new super cycle, and this cycle will last for about 10 years.</p><p>According to Goldman Sachs research, hedging against expectations of rising inflation, a weaker dollar and unusually accommodative monetary policy are all key drivers of the commodity rebound. Goldman Sachs accurately predicted in October last year that commodities would usher in a bull market. Goldman Sachs believes that potential factors will support the emergence of a new super cycle, including the launch of vaccines, the resumption of global economic growth driven by large-scale stimulus plans, extremely loose monetary policy, rising and tolerated inflation, and expectations of \"OPEC +\" production cuts.</p><p>One can clearly see how American investment banks affect financial markets. The current rise in oil prices is more driven by speculative funds than a fundamental change in the supply and demand relationship in the oil market itself. It was revealed that in the week ending February 9, hedge funds increased their long bets on 24 major global commodity futures by 5%, equivalent to a nominal value of $143.7 billion, with net long positions in Brent crude oil futures rising to the highest level in 28 months. Meanwhile, the Bloomberg Commodity Index was also pushed to a 27-month high. The prosperity of speculation can be seen.</p><p>In the long run, the once glorious black gold industry in history has begun to slowly come to an end, giving way to greener renewable energy. Even if the global economy starts to fully recover from 2022, driving oil demand, it is hard to say how long this positive growth will last. In short, the era of high oil prices is gone forever, and the factors that determine and affect oil prices are still complex.</p>","source":"lsy1597656426531","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>Are oil prices entering a super cycle?</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\">\nAre oil prices entering a super cycle?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">经济日报</strong><span class=\"h-time small\">2021-02-20 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The industry's judgment on whether oil prices will enter the super cycle again is inconsistent. Optimists believe that potential factors, including the launch of vaccines, the resumption of global economic growth driven by large-scale stimulus plans, extremely loose monetary policy, and expectations of \"OPEC +\" production cuts, will support the emergence of a new super cycle, and this cycle will Last for about 10 years. Pessimists believe that the current epidemic in novel coronavirus pneumonia has not been effectively controlled, and the global economy is still fighting for recovery, so there is still great uncertainty. In the long run, the once glorious black gold industry in history has begun to slowly end, giving way to greener renewable energy. The era of high oil prices is gone forever.</p><p>Recently, world oil prices have repeatedly hit new highs, with London Brent crude oil futures and New York West Texas Light crude oil futures exceeding the US $65 and US $60 per barrel marks respectively. In this regard, market expectations are obviously optimistic. Goldman Sachs and JPMorgan Chase predict that oil prices have a chance to break $100 a barrel this year. Some analysts even assert that oil prices are beginning to enter a long-term upward trajectory, and another super cycle has been formed.</p><p>Is that really the case? The answer is not certain.</p><p>The recent surge in oil prices has its accidental factors, and the market is suspected of taking advantage of the black swan event hit by a rare cold wave in the United States for speculation. At present, the single-day crude oil production in the United States has dropped by nearly one-third, about 3.5 million barrels, with the output of the worst-hit Texas oil field plummeting by 65%. In addition, data from industry analysis companies show that crude oil inventories in China, the United States and East Asia are declining, so it will form a strong support for crude oil market prices in the short term.</p><p>According to the forecast of the International Monetary Fund (IMF), the average world oil price this year will be US $65 per barrel, and the highest price may hit US $80 per barrel. However, some prominent oil analysts are cautious that the conclusion of entering the next supercycle is a bit hasty. In particular, the epidemic in novel coronavirus pneumonia has not been effectively controlled, and the global economy is still fighting for recovery, so there is still great uncertainty.</p><p>Of course, the so-called super cycle theory is not groundless.</p><p>First of all, global monetary easing is an important reason for rising commodity prices.</p><p>Global monetary easing has led to an expansion in demand for commodities, from skyrocketing prices of iron ore and natural gas to the possibility of a substantial increase in energy demand in the next stage, all heralding the arrival of a real inflation cycle.</p><p>Since the Biden administration took office, it has continued to launch a large-scale economic stimulus package, and the $1.9 trillion injection is expected to boost consumption. This stimulus package will generate \"important commodity-intensive consumption\". The stimulus package is primarily aimed at low-and middle-income families. This means that U.S. household gasoline spending is expected to increase significantly. Economists have calculated that if oil demand grows at a rate of 1.4 million barrels per day, then there may be a super cycle. Last year, affected by the epidemic, the average daily global oil demand actually decreased by about 10 million barrels; This year, oil demand is likely to grow by an additional 500,000 barrels per day. The possibility of a sharp increase in energy demand as the global economy recovers widely cannot be ruled out.</p><p>Secondly, the global oil supply may be insufficient.</p><p>Veteran market traders believe that the future \"fate\" of oil prices depends on OPEC, especially Saudi Arabia. Variables affecting supply also include Iran's return to the world oil market and overall production from major oil-producing countries such as the United States and Russia. Generally speaking, the output data of the latter is relatively stable and predictable.</p><p>However, there is a possibility that global oil supply will be insufficient in the next year or two. This is also the main reason why Saudi Arabia decided to automatically reduce production by 1 million barrels for emergencies. Saudi Arabia expects crude oil supply shortages to occur in the second quarter of this year.</p><p>According to the forecast of the International Energy Agency, if global oil investment remains at the level of 2020 in the next five years, the overall oil supply level will decrease by nearly 9 million barrels per day by 2025. Data show that upstream oil and gas investment last year was approximately US $300 billion, a 15-year low and a 30% decrease from 2019. Global oil demand is expected to rise to more than 100 million barrels per day by 2022, and the supply gap will increase. Therefore, oil and other commodity markets are bound to show a cyclical recovery.</p><p>Thirdly, international investment banks added fuel to the flames.</p><p>Some large investment banks have released reports that the world commodity bull market is not over yet. In the past three months, crude oil prices have risen by about 50% and are currently in the process of accelerating their rise. Therefore, the world's commodities have started a new super cycle, and this cycle will last for about 10 years.</p><p>According to Goldman Sachs research, hedging against expectations of rising inflation, a weaker dollar and unusually accommodative monetary policy are all key drivers of the commodity rebound. Goldman Sachs accurately predicted in October last year that commodities would usher in a bull market. Goldman Sachs believes that potential factors will support the emergence of a new super cycle, including the launch of vaccines, the resumption of global economic growth driven by large-scale stimulus plans, extremely loose monetary policy, rising and tolerated inflation, and expectations of \"OPEC +\" production cuts.</p><p>One can clearly see how American investment banks affect financial markets. The current rise in oil prices is more driven by speculative funds than a fundamental change in the supply and demand relationship in the oil market itself. It was revealed that in the week ending February 9, hedge funds increased their long bets on 24 major global commodity futures by 5%, equivalent to a nominal value of $143.7 billion, with net long positions in Brent crude oil futures rising to the highest level in 28 months. Meanwhile, the Bloomberg Commodity Index was also pushed to a 27-month high. The prosperity of speculation can be seen.</p><p>In the long run, the once glorious black gold industry in history has begun to slowly come to an end, giving way to greener renewable energy. Even if the global economy starts to fully recover from 2022, driving oil demand, it is hard to say how long this positive growth will last. In short, the era of high oil prices is gone forever, and the factors that determine and affect oil prices are still complex.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://paper.ce.cn/jjrb/html/2021-02/20/content_438349.htm\">经济日报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d279a22eeb853cdff7aba9cfe6a2e390","relate_stocks":{},"source_url":"http://paper.ce.cn/jjrb/html/2021-02/20/content_438349.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115710072","content_text":"对于油价是否又要进入超级循环周期，业界的判断并不一致。乐观者认为，包括疫苗上市、全球经济在大型刺激计划推动下恢复增长、极度宽松的货币政策、“欧佩克+”减产预期等在内的潜在因素将支撑新的超级周期出现，而且这一周期将持续10年左右。悲观者认为，目前新冠肺炎疫情尚未得到有效控制，全球经济还在为复苏而战，因此仍存在较大不确定性。从长远看，历史上曾经辉煌无比的黑金产业已经开始缓缓落幕，让位给更加绿色的可再生能源，高油价时代已经一去不复返了。\n近段时间，世界石油价格屡创新高，伦敦布伦特原油期货和纽约西德克萨斯轻质原油期货价格盘中分别突破每桶65美元和60美元关口。对此，市场预期明显乐观。高盛和摩根大通预测，今年油价有机会突破每桶100美元。一些分析师甚至断言，石油价格开始进入长期上涨轨道，又一个超级循环周期已经形成。\n果真如此吗？答案并不确定。\n近期的油价大涨有其偶然因素，市场有借美国受罕见寒潮冲击的黑天鹅事件进行炒作之嫌。眼下，美国单日原油产量下降近三分之一，减少约350万桶，其中受灾最严重的德州油田产量暴跌65%。再加上行业分析公司的数据显示，包括中国、美国及东亚原油库存都在下降，因此短期内对原油市场价格将形成有力支撑。\n根据国际货币基金组织（IMF）预测，今年世界石油平均价格为每桶65美元，最高可能触及每桶80美元。不过，一些著名石油分析师谨慎表示，进入下一个超级周期的结论有点草率。特别是新冠肺炎疫情尚未得到有效控制，全球经济还在为复苏而战，因此仍存在较大不确定性。\n当然，所谓的超级周期说也并非空穴来风。\n首先，全球货币宽松是大宗商品涨价的重要原因。\n全球范围的货币宽松导致大宗商品需求扩大，从铁矿石、天然气价格暴涨，到下一阶段能源需求大幅增长的可能性，都预示着真正的通胀周期到来。\n拜登政府上台以来继续推出大手笔的经济刺激方案，1.9万亿美元的注入有望提振消费。这一刺激计划将产生“重要的大宗商品密集型消费”。刺激计划主要针对中低收入家庭。这意味着，美国家庭汽油支出有望明显增长。经济学家测算过，如果石油需求以每天140万桶的速度增长，那么可能会出现一个超级周期。去年，受疫情影响，全球石油平均日需求实际上减少约1000万桶；今年，石油需求可能会以每天增加50万桶的速度增长。不能排除随着全球经济大范围复苏，能源需求急剧增加的可能性。\n其次，全球石油或现供应不足。\n市场资深交易员认为，未来油价的“命运”取决于欧佩克，尤其是沙特阿拉伯。影响供应的变量还包括伊朗重返世界石油市场以及美国和俄罗斯等产油大国的总体产量。一般来看，后者的产量数据相对稳定可预测。\n不过，今后一两年全球石油供应不足现象也有出现的可能。这也是当初沙特阿拉伯决定自动减产100万桶以备不时之需的主要原因。沙特阿拉伯方面预计，原油供应短缺在今年第二季度就会出现。\n根据国际能源机构预测，如果全球石油投资在未来5年保持在2020年的水平，那么到2025年石油总体供应水平将每天减少近900万桶。数据显示，去年上游油气投资约为3000亿美元，创15年来新低，比2019年下降了30%。预计到2022年全球石油需求将回升至每天1亿桶以上，供应缺口将增大。因此，石油和其他大宗商品市场必然呈现周期性复苏。\n再次，国际投行推波助澜。\n一些大型投资银行发布报告认为，世界大宗商品牛市仍未结束。在过去3个月里，原油价格已经上涨约50%，目前处于加速上扬过程中。因此，世界大宗商品已经开启新的超级周期，而且这一周期将持续10年左右。\n根据高盛的研究，对冲通胀上升预期、美元疲软以及异常宽松的货币政策，这些都是大宗商品反弹的关键驱动因素。高盛在去年10月就曾准确预测大宗商品将迎来牛市行情。高盛认为，潜在因素将支撑新的超级周期出现，包括疫苗上市、全球经济在大型刺激计划推动下恢复增长、极度宽松的货币政策、上升且被容忍的通货膨胀以及“欧佩克+”减产预期等。\n人们从中可以清楚地看到美国投行如何影响金融市场。当前石油价格上涨更多表现为投机资金的推动，而不是石油市场本身供求关系发生根本变化。据透露，截至2月9日的一周内，对冲基金对全球24种主要大宗商品期货的多头押注增加了5%，相当于1437亿美元的名义价值，其中布伦特原油期货的净多头头寸升至28个月以来的最高水平。与此同时，彭博商品指数也被推高至27个月以来的高点。投机风气之盛可见一斑。\n从长远看，历史上曾经辉煌无比的黑金产业已经开始缓缓落幕，让位给更加绿色的可再生能源。即使全球经济从2022年开始全面复苏，拉动石油需求，这一正增长会持续多久也很难说。总之，高油价时代已经一去不复返了，决定和影响油价的因素依旧复杂。","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387791325,"gmtCreate":1613783828367,"gmtModify":1704884959227,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387791325","repostId":"1104184357","repostType":4,"repost":{"id":"1104184357","kind":"news","pubTimestamp":1613783363,"share":"https://ttm.financial/m/news/1104184357?lang=en_US&edition=fundamental","pubTime":"2021-02-20 09:09","market":"sh","language":"zh","title":"FTSE Russell: It is expected to bring US $100 million in incremental funds to the Science and Technology Innovation Board","url":"https://stock-news.laohu8.com/highlight/detail?id=1104184357","media":"中国证券报","summary":"科创板即将迎来增量资金。\n2月19日晚间，富时罗素在官网公告3月半年度评审结果。此次富时罗素共纳入129只A股股票，包含11只科创板股票。这是科创板股票首次进入全球指数。本次剔除的中国股票为港股和中概","content":"<p><div>Science and technology innovation board is about to usher in incremental funds. On the evening of February 19, FTSE Russell announced the results of the March semi-annual review in official website. This time, FTSE Russell included a total of 129 A-share stocks, including 11 science and technology innovation board stocks. This is the first time that science and technology innovation board stocks have entered the global index. The Chinese stocks excluded this time are Hong Kong stocks and Chinese concept stocks, excluding A shares. The review results will take effect at the close of trading on Friday, March 19th. In an exclusive interview with a reporter from China Securities Journal, FTSE Russell said that the one-time inclusion of stocks on the Science and Technology Innovation Board with an inclusion factor of 25% is expected to bring US $100 million (approximately 646 million yuan) to the Science and Technology Innovation Board Increment...</p><p><a href=\"http://mp.weixin.qq.com/s/-8tgAQV84yAJHyEcEZNYfg\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FTSE Russell: It is expected to bring US $100 million in incremental funds to the Science and Technology Innovation Board</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\">\nFTSE Russell: It is expected to bring US $100 million in incremental funds to the Science and Technology Innovation Board\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-02-20 09:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Science and technology innovation board is about to usher in incremental funds. On the evening of February 19, FTSE Russell announced the results of the March semi-annual review in official website. This time, FTSE Russell included a total of 129 A-share stocks, including 11 science and technology innovation board stocks. This is the first time that science and technology innovation board stocks have entered the global index. The Chinese stocks excluded this time are Hong Kong stocks and Chinese concept stocks, excluding A shares. The review results will take effect at the close of trading on Friday, March 19th. In an exclusive interview with a reporter from China Securities Journal, FTSE Russell said that the one-time inclusion of stocks on the Science and Technology Innovation Board with an inclusion factor of 25% is expected to bring US $100 million (approximately 646 million yuan) to the Science and Technology Innovation Board Increment...</p><p><a href=\"http://mp.weixin.qq.com/s/-8tgAQV84yAJHyEcEZNYfg\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://mp.weixin.qq.com/s/-8tgAQV84yAJHyEcEZNYfg\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b5b023d0756895780c483e325f6fe3fd","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数","000688.SH":"科创50"},"source_url":"http://mp.weixin.qq.com/s/-8tgAQV84yAJHyEcEZNYfg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104184357","content_text":"科创板即将迎来增量资金。\n2月19日晚间，富时罗素在官网公告3月半年度评审结果。此次富时罗素共纳入129只A股股票，包含11只科创板股票。这是科创板股票首次进入全球指数。本次剔除的中国股票为港股和中概股，不含A股。评审结果将于3月19日（周五）收盘生效。\n富时罗素在接受中国证券报记者独家采访时表示，此次科创板股票一次性以25%的纳入因子纳入，预计将为科创板带来1亿美元（约合6.46亿元人民币）增量资金。富时罗素之所以在国际指数供应商中率先将科创板股票纳入，是基于市场参与者意见——海外投资者迫切希望在组合中添加科创板股票。\n预计将为科创板带来1亿美元增量资金\n富时罗素官网显示，此次纳入的11只科创板股票包括：睿创微纳、杭可科技、澜起科技、中国通号、中微公司、安集科技、西部超导、海尔生物、君实生物-U、康希诺-U、昊海生科等。\n在国际指数供应商中，富时罗素率先纳入科创板股票。对此，富时罗素亚太区指数政策负责人杜婉明表示，这是基于市场参与者意见。2020年，富时罗素对市场参与者针对科创板进行调查时，收到了积极反馈，很多市场参与者希望将科创板股票纳入组合以促进组合多元化。\n杜婉明。图片由富时罗素提供\n2月1日部分科创板股票进入了沪港通。按照富时罗素的指数纳入安排，进入富时罗素旗舰指数须先进入沪港通。2月科创板股票进入沪港通之后，在3月份富时罗素半年度评审将科创板股票纳入正当其时。\n2月1日，根据港交所公告，12只股票进入沪港通名单。此次，12只中仅复旦张江暂未进入富时罗素全球指数系列。\n杜婉明表示，此次科创板股票将以25%的纳入因子纳入。11只进入富时罗素全球指数系列，其中7只大盘或中盘将进入富时罗素新兴市场指数。连同其他进入中国A股指数的科创板股票，预计将为科创板股票带来1亿美元增量资金。\n科创板进入国际指数的进程刚刚开始。杜婉明说，目前科创板上市公司数量仍相对较少，因此今后一段时间内，纳入富时罗素旗舰指数的科创板股票与科创50指数成分股会有一定的重合度，但两家机构的指数编制侧重点不同，不会完全重合。\n就下一阶段A股纳入与监管保持沟通\n富时罗素于2020年6月完成对A股第一阶段的纳入。富时罗素何时启动下一阶段的纳入工作？杜婉明表示，富时罗素在与监管层就相关情况保持沟通。\n她表示，富时罗素每季度召开由市场参与机构代表组成的国家分类委员会，进一步提升A股的纳入因子需要这一委员会批准。富时罗素将在3月召开下一次的会议。在此之前，富时罗素已经向市场参与机构传达了中国在推进金融市场开放方面的举措。\n杜婉明表示，进一步提升A股纳入安排仍有部分问题待解决。\n首先是两地交易假期时间不一致，期待有关方面提供一些权宜的办法使得投资者在香港放假、内地仍在交易的情况下参与交易。\n第二是沪港通、深港通的股票范围进一步放开。目前虽然已经有超过1000只股票在互联互通的名单中，但仍有些满足富时罗素指数纳入规则的股票，因为没有进入互联互通机制而无法被纳入。如果互联互通股票范围放宽，会吸引更多的海外资金进入A股。\n第三，QFII/RQFII方面，事先融资(Pre-funding)和货款两讫（DVP）问题也待解决。\n第四，随着海外投资者A股投资增多，30%的持股上限日后可能会越来越容易触达。如果监管层能够放宽外国投资者持股上限，可能会吸引更多海外被动和主动增量资金。\n第五，港交所已经试行了综合交易账户Master SPSA，目前仍在测试阶段，富时罗素也在观测试行效果。\n将推出包括科技在内的中国主题投资指数\n富时罗素亚太区董事总经理及伦敦证券交易所集团投资支持方案业务亚太区主管白美兰说，2021年富时罗素将进一步丰富产品线。伦敦证券交易所集团(LSEG)与路孚特在2月1日完成合并。\n白美兰。图片由富时罗素提供\n她表示，该合并可进一步加强富时罗素在中国的布局，提供更全面的数据、指数、分析和金融市场工作流程解决方案，包括实时和历史市场数据为富时罗素在中国的发展和投资方案业务带来强大的支持，更具优势开发更多适应中国市场的产品。日后富时罗素将推出包括科技等在内的更多中国主题投资指数。\n本次纳入的129只A股股票\n根据富时罗素官网名单整理","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9,"000688.SH":0.9,"RTYmain":1}},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385505941,"gmtCreate":1613560498783,"gmtModify":1704882032881,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385505941","repostId":"1177320813","repostType":4,"repost":{"id":"1177320813","kind":"news","pubTimestamp":1613555788,"share":"https://ttm.financial/m/news/1177320813?lang=en_US&edition=fundamental","pubTime":"2021-02-17 17:56","market":"hk","language":"zh","title":"JD Logistics is competing for expectations: Make money for JD, don't rely on JD to support your family","url":"https://stock-news.laohu8.com/highlight/detail?id=1177320813","media":"36氪","summary":"第三方收入占比近50%，京东持股近80%，且在多年亏损后，京东物流止亏趋势向好。","content":"<p>Text/Angel</p><p>JD Logistics, which helped JD.com establish its core competitiveness and later spun off and operated, finally went public.</p><p>On the evening of February 16, JD Logistics submitted a prospectus on the Hong Kong Stock Exchange and officially launched its IPO, becoming the third subsidiary of JD Group to conduct an IPO. According to the prospectus, the joint sponsors of JD Logistics' IPO include Bank of America, Goldman Sachs, Haitong International, etc. According to previous reports, the valuation of JD Logistics may reach about 40 billion US dollars.</p><p>At present, among the major domestic express delivery companies, SF Express and \"three links and one delivery\", except for the leading boss SF Holdings, which has a market value of more than 500 billion yuan, the market value of the other four companies is below 50 billion yuan. JD Logistics' expected 40 billion US dollars will firmly sit in the second place.</p><p>At the same time as the release of the prospectus, JD Group announced that it plans to spin off JD Logistics by independently listing JD Logistics shares on the main board of the Hong Kong Stock Exchange. However, the details of the spin-off plan have not yet been finalized, including the scale and structure of the global offering. Upon completion of the proposed spin-off, JD will continue to indirectly hold more than 50% of JD Logistics.</p><p><b>The revenue scale is less than half of SF Express, and third-party revenue accounts for nearly 50%</b></p><p>In terms of revenue, JD Logistics' revenue reached 49.5 billion yuan in the first three quarters of 2020, a year-on-year increase of 43.2%. This figure was 37.9 billion yuan and 49.8 billion yuan in 2018 and 2019 respectively. In comparison, SF Express's revenue during the same period was 90.942 billion yuan, 112.193 billion yuan, and 109.593 billion yuan, respectively. The gap in the revenue scale of JD Logistics is still obvious.</p><p>In terms of gross profit, the gross profit of JD Logistics in 2018, 2019, and the first nine months of 2020 was 1.08 billion yuan, 3.432 billion yuan, and 5.418 billion yuan, respectively, and the gross profit margin increased from 2.9% in 2018 to the first nine months of 2020. 10.9%, and the gross profit margin in the same period last year was 8.5%.</p><p>After years of losses, JD Logistics' trend of stopping losses is improving. In 2018, 2019 and the first nine months of 2020, JD Logistics lost 2.8 billion yuan, 2.2 billion yuan and 11.7 million yuan respectively. However, we also mentioned before that in the past three quarters, JD Logistics actually continued to expand personnel recruitment, and strengthened the coverage of sinking markets and investment in C-end packaging business. Logistics, health, overseas, cloud, etc.) lost more than 700 million, and the loss rate reached 6%.</p><p>The reason why JD Logistics was able to stop losing 17.7 million yuan in the third quarter of 2020 is due to the fair value gain and loss of 1.556 billion yuan. If this part is added, JD Logistics' loss as of the third quarter of last year is still as high as nearly 1.6 billion yuan, while the loss in the same period last year was 996 million yuan.</p><p><img src=\"https://static.tigerbbs.com/fe17e3ce45e93d9c50e148a3ab760eb4\" tg-width=\"550\" tg-height=\"116\" referrerpolicy=\"no-referrer\">JD Logistics Revenue Source: JD Logistics Prospectus</p><p>Thanks to the full opening that began in 2017, the proportion of external customer revenue of JD Logistics has continued to increase, from 29.9% in 2018 and 38.4% in 2019 to 43.4% in the first nine months of 2020. Excessive dependence is weakening.</p><p>In terms of spin-off, the revenue types of JD Logistics are mainly divided into two parts: revenue from customers in the integrated supply chain and revenue from other customers. The classification standard is whether customers use the warehouse distribution services provided by JD.</p><p>Taking JD's POP platform business as an example, JD Logistics mainly provides four types of warehouse distribution services: SOP, FBP, LBP and Sopl, and charges different fees according to different warehouse distribution services.</p><p><img src=\"https://static.tigerbbs.com/aba4f20da311931e7a16db725236e339\" tg-width=\"550\" tg-height=\"121\" referrerpolicy=\"no-referrer\">Four major warehouse allocation models under JD.com's POP platform</p><p>According to the prospectus, in 2018, 2019, and the first nine months of 2020, JD Logistics' revenue from integrated supply chain customers was 34.15 billion, 41.837 billion, and 39.141 billion yuan respectively, accounting for 90.2% and 83.9% of the total revenue respectively.% and 79.1%. The number of integrated supply chain customers increased from 32,465 at the end of 2018 to 46,083 on September 30, 2020, an increase of 42%.</p><p><img src=\"https://static.tigerbbs.com/10899147f898715793f3b0a53187a84d\" tg-width=\"550\" tg-height=\"130\" referrerpolicy=\"no-referrer\">JD Logistics Revenue Type Source: JD Logistics Prospectus</p><p>The biggest cost of JD Logistics comes from employee benefits. This cost increased from 17.071 billion in 2018 to 17.889 billion in the first three quarters of 2020, and its proportion dropped from 45.1% to 36.1%. In contrast, the proportion of outsourcing costs has increased from 27.7% to 32.8%. From this point of view, JD.com is also increasing its dependence on third-party warehousing and distribution teams. As of the end of 2020, JD Logistics has more than 250,000 employees, including more than 240,000 front-line employees in warehousing, express delivery, and customer service.</p><p><img src=\"https://static.tigerbbs.com/d62901e8c882d79089dc380d1e4ce153\" tg-width=\"550\" tg-height=\"159\" referrerpolicy=\"no-referrer\">JD Logistics Operating Cost Source: JD Logistics Prospectus</p><p>In addition, in the past three years, JD Logistics has continued to increase its investment in technology research and development. In the 11 quarters from 2018 to the third quarter of 2020, JD Logistics' cumulative technology investment reached 4.6 billion, showing a growing trend. In these 11 quarters, JD's logistics technology investment accounted for an average of 3.4% of its revenue in the same period, leading the industry.</p><p>JD.com holds nearly 80% of the shares and successfully completes the betting</p><p>Since its independent operation in 2017, JD Logistics' only financing record occurred in February 2018. Investors of US $2.5 billion include Hillhouse Capital, Sequoia China, China Merchants Group, Tencent, China Life, CDB Fund of Funds, etc. Many institutions.</p><p>After the completion of this round of financing, JD Group holds 81.4% of the shares of JD Logistics, with a valuation of US $13.5 billion. The listing gambling agreement behind this financing also requires JD.com to complete the listing within three years, and the deadline is March 2021. Now it seems that JD Logistics is likely to successfully complete the gambling.</p><p>According to the prospectus, before the IPO, JD Group held 79.12% of the shares of JD Logistics, Tencent's Image Architecture Investment (Hong Kong) Co., Ltd. held 0.24%, and Hillhouse's HHJL Holdings Limited held 2.9%. If it is listed at a valuation of 40 billion US dollars, the investment income brought by JD Logistics to JD Group will reach at least 20 billion US dollars.</p><p>Since last year, the logistics industry has been surging. After Jitu disrupted the situation as a dark horse, many express delivery companies have reported financing or secondary listing, which has also put pressure on JD Logistics.</p><p>At the end of May last year, ABS, a warehousing and logistics facility in Suning.cn, was approved by Shenzhen Stock Exchange, and the planned issuance amount of the bond was 2.654 billion yuan. In the following August, YUNDA Holding Investment Limited (\"YDHI\"), an overseas wholly-owned subsidiary of Yunda Holdings, completed the issuance of US $500 million of bonds overseas. At the end of November, through Alibaba's fixed increase plan, Yuantong received 3.8 billion yuan in funds from Ali. Even SF Express reported in November that it would IPO its express delivery business in Hong Kong and realize the secondary listing to raise US $5 billion.</p><p>At present, JD Logistics' service products mainly include warehouse distribution, express delivery, large items, cold chain, cross-border, etc. After acquiring Cross-border Express for RMB 3 billion in August last year, JD Logistics made up for its short board in limited-hour transportation.</p><p>However, the continuous price war has intensified the financial pressure, especially when the grocery shopping war is in full swing. JD Logistics needs to go public for blood transfusion to make full preparations for the construction of logistics facilities in the sinking market.</p><p>During this year's epidemic, JD Logistics has built a good reputation with years of infrastructure construction. However, if it wants to create another JD.com in competition with rivals such as SF Express, it needs greater efforts to increase its market share and scale, especially to explore more markets other than its own e-commerce parts. These are new stories that JD Logistics needs to hand over to the capital market after its listing.</p>","source":"36k","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>JD Logistics is competing for expectations: Make money for JD, don't rely on JD to support your family</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\">\nJD Logistics is competing for expectations: Make money for JD, don't rely on JD to support your family\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-02-17 17:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Text/Angel</p><p>JD Logistics, which helped JD.com establish its core competitiveness and later spun off and operated, finally went public.</p><p>On the evening of February 16, JD Logistics submitted a prospectus on the Hong Kong Stock Exchange and officially launched its IPO, becoming the third subsidiary of JD Group to conduct an IPO. According to the prospectus, the joint sponsors of JD Logistics' IPO include Bank of America, Goldman Sachs, Haitong International, etc. According to previous reports, the valuation of JD Logistics may reach about 40 billion US dollars.</p><p>At present, among the major domestic express delivery companies, SF Express and \"three links and one delivery\", except for the leading boss SF Holdings, which has a market value of more than 500 billion yuan, the market value of the other four companies is below 50 billion yuan. JD Logistics' expected 40 billion US dollars will firmly sit in the second place.</p><p>At the same time as the release of the prospectus, JD Group announced that it plans to spin off JD Logistics by independently listing JD Logistics shares on the main board of the Hong Kong Stock Exchange. However, the details of the spin-off plan have not yet been finalized, including the scale and structure of the global offering. Upon completion of the proposed spin-off, JD will continue to indirectly hold more than 50% of JD Logistics.</p><p><b>The revenue scale is less than half of SF Express, and third-party revenue accounts for nearly 50%</b></p><p>In terms of revenue, JD Logistics' revenue reached 49.5 billion yuan in the first three quarters of 2020, a year-on-year increase of 43.2%. This figure was 37.9 billion yuan and 49.8 billion yuan in 2018 and 2019 respectively. In comparison, SF Express's revenue during the same period was 90.942 billion yuan, 112.193 billion yuan, and 109.593 billion yuan, respectively. The gap in the revenue scale of JD Logistics is still obvious.</p><p>In terms of gross profit, the gross profit of JD Logistics in 2018, 2019, and the first nine months of 2020 was 1.08 billion yuan, 3.432 billion yuan, and 5.418 billion yuan, respectively, and the gross profit margin increased from 2.9% in 2018 to the first nine months of 2020. 10.9%, and the gross profit margin in the same period last year was 8.5%.</p><p>After years of losses, JD Logistics' trend of stopping losses is improving. In 2018, 2019 and the first nine months of 2020, JD Logistics lost 2.8 billion yuan, 2.2 billion yuan and 11.7 million yuan respectively. However, we also mentioned before that in the past three quarters, JD Logistics actually continued to expand personnel recruitment, and strengthened the coverage of sinking markets and investment in C-end packaging business. Logistics, health, overseas, cloud, etc.) lost more than 700 million, and the loss rate reached 6%.</p><p>The reason why JD Logistics was able to stop losing 17.7 million yuan in the third quarter of 2020 is due to the fair value gain and loss of 1.556 billion yuan. If this part is added, JD Logistics' loss as of the third quarter of last year is still as high as nearly 1.6 billion yuan, while the loss in the same period last year was 996 million yuan.</p><p><img src=\"https://static.tigerbbs.com/fe17e3ce45e93d9c50e148a3ab760eb4\" tg-width=\"550\" tg-height=\"116\" referrerpolicy=\"no-referrer\">JD Logistics Revenue Source: JD Logistics Prospectus</p><p>Thanks to the full opening that began in 2017, the proportion of external customer revenue of JD Logistics has continued to increase, from 29.9% in 2018 and 38.4% in 2019 to 43.4% in the first nine months of 2020. Excessive dependence is weakening.</p><p>In terms of spin-off, the revenue types of JD Logistics are mainly divided into two parts: revenue from customers in the integrated supply chain and revenue from other customers. The classification standard is whether customers use the warehouse distribution services provided by JD.</p><p>Taking JD's POP platform business as an example, JD Logistics mainly provides four types of warehouse distribution services: SOP, FBP, LBP and Sopl, and charges different fees according to different warehouse distribution services.</p><p><img src=\"https://static.tigerbbs.com/aba4f20da311931e7a16db725236e339\" tg-width=\"550\" tg-height=\"121\" referrerpolicy=\"no-referrer\">Four major warehouse allocation models under JD.com's POP platform</p><p>According to the prospectus, in 2018, 2019, and the first nine months of 2020, JD Logistics' revenue from integrated supply chain customers was 34.15 billion, 41.837 billion, and 39.141 billion yuan respectively, accounting for 90.2% and 83.9% of the total revenue respectively.% and 79.1%. The number of integrated supply chain customers increased from 32,465 at the end of 2018 to 46,083 on September 30, 2020, an increase of 42%.</p><p><img src=\"https://static.tigerbbs.com/10899147f898715793f3b0a53187a84d\" tg-width=\"550\" tg-height=\"130\" referrerpolicy=\"no-referrer\">JD Logistics Revenue Type Source: JD Logistics Prospectus</p><p>The biggest cost of JD Logistics comes from employee benefits. This cost increased from 17.071 billion in 2018 to 17.889 billion in the first three quarters of 2020, and its proportion dropped from 45.1% to 36.1%. In contrast, the proportion of outsourcing costs has increased from 27.7% to 32.8%. From this point of view, JD.com is also increasing its dependence on third-party warehousing and distribution teams. As of the end of 2020, JD Logistics has more than 250,000 employees, including more than 240,000 front-line employees in warehousing, express delivery, and customer service.</p><p><img src=\"https://static.tigerbbs.com/d62901e8c882d79089dc380d1e4ce153\" tg-width=\"550\" tg-height=\"159\" referrerpolicy=\"no-referrer\">JD Logistics Operating Cost Source: JD Logistics Prospectus</p><p>In addition, in the past three years, JD Logistics has continued to increase its investment in technology research and development. In the 11 quarters from 2018 to the third quarter of 2020, JD Logistics' cumulative technology investment reached 4.6 billion, showing a growing trend. In these 11 quarters, JD's logistics technology investment accounted for an average of 3.4% of its revenue in the same period, leading the industry.</p><p>JD.com holds nearly 80% of the shares and successfully completes the betting</p><p>Since its independent operation in 2017, JD Logistics' only financing record occurred in February 2018. Investors of US $2.5 billion include Hillhouse Capital, Sequoia China, China Merchants Group, Tencent, China Life, CDB Fund of Funds, etc. Many institutions.</p><p>After the completion of this round of financing, JD Group holds 81.4% of the shares of JD Logistics, with a valuation of US $13.5 billion. The listing gambling agreement behind this financing also requires JD.com to complete the listing within three years, and the deadline is March 2021. Now it seems that JD Logistics is likely to successfully complete the gambling.</p><p>According to the prospectus, before the IPO, JD Group held 79.12% of the shares of JD Logistics, Tencent's Image Architecture Investment (Hong Kong) Co., Ltd. held 0.24%, and Hillhouse's HHJL Holdings Limited held 2.9%. If it is listed at a valuation of 40 billion US dollars, the investment income brought by JD Logistics to JD Group will reach at least 20 billion US dollars.</p><p>Since last year, the logistics industry has been surging. After Jitu disrupted the situation as a dark horse, many express delivery companies have reported financing or secondary listing, which has also put pressure on JD Logistics.</p><p>At the end of May last year, ABS, a warehousing and logistics facility in Suning.cn, was approved by Shenzhen Stock Exchange, and the planned issuance amount of the bond was 2.654 billion yuan. In the following August, YUNDA Holding Investment Limited (\"YDHI\"), an overseas wholly-owned subsidiary of Yunda Holdings, completed the issuance of US $500 million of bonds overseas. At the end of November, through Alibaba's fixed increase plan, Yuantong received 3.8 billion yuan in funds from Ali. Even SF Express reported in November that it would IPO its express delivery business in Hong Kong and realize the secondary listing to raise US $5 billion.</p><p>At present, JD Logistics' service products mainly include warehouse distribution, express delivery, large items, cold chain, cross-border, etc. After acquiring Cross-border Express for RMB 3 billion in August last year, JD Logistics made up for its short board in limited-hour transportation.</p><p>However, the continuous price war has intensified the financial pressure, especially when the grocery shopping war is in full swing. JD Logistics needs to go public for blood transfusion to make full preparations for the construction of logistics facilities in the sinking market.</p><p>During this year's epidemic, JD Logistics has built a good reputation with years of infrastructure construction. However, if it wants to create another JD.com in competition with rivals such as SF Express, it needs greater efforts to increase its market share and scale, especially to explore more markets other than its own e-commerce parts. These are new stories that JD Logistics needs to hand over to the capital market after its listing.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/zen_PlzHY-LDj_2_-_GA7A\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://mp.weixin.qq.com/s/zen_PlzHY-LDj_2_-_GA7A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177320813","content_text":"文/董洁帮助京东建立起核心竞争力，后又分拆运营的京东物流终于上市了。2月16日晚间，京东物流在港交所提交招股书，正式启动IPO，成为京东集团旗下进行IPO的第三家子公司。招股书显示，京东物流本次IPO的联席保荐人包括美国银行、高盛、海通国际等。此前报道称，京东物流估值可能达到400亿美元左右。目前国内几大快递公司，顺丰以及“三通一达”中，除龙头老大顺丰控股市值超过5000亿之外，其余四家市值均在500亿元以下，京东物流预期中的的400亿美元将稳坐第二交椅。招股书发布同时，京东集团发布公告，拟通过以京东物流股份于香港联交所主板独立上市的方式分拆京东物流，但分拆计划的细节尚未敲定，包括全球发行的规模和结构。完成拟议的分拆后，京东将继续间接持有京东物流50%以上的股份。收入规模不及顺丰一半，第三方收入占比近50%从收入来看，2020年前三季度京东物流收入达到495亿元，同比增长43.2%，这一数字在2018年和2019年全年分别为379亿元和498亿元。相对比下，顺丰同期的收入分别为909.42亿、1121.93亿以及1095.93亿元，京东物流的收入规模差距仍然明显。毛利层面，京东物流2018年、2019年、2020年前9个月的毛利分别为10.8亿元、34.32亿元、54.18亿元，毛利率则从2018年的2.9%提升到了2020年前9个月的10.9%，去年同期毛利率为8.5%。在经历多年亏损后，京东物流止亏趋势向好。2018年、2019年及2020年前9个月京东物流分别亏损28亿元、22亿元及1170万元。不过我们之前也提到，过去的三季度，京东物流实际上在继续扩大人员招聘，并强化了下沉市场的覆盖以及在C端揽件业务上的投入，以物流为主的新业务（物流、健康、海外、云等）亏损超7个亿，亏损率达到了6%。之所以到2020年三季度京东物流能止亏到1770万，要归功于15.56亿元的公允价值损益，如果加上此部分，京东物流截至去年三季度的亏损仍然高达近16亿人民币，而上年同期期内亏损则为9.96亿元。京东物流收入  来源：京东物流招股书得益于2017年开始的全面开放，京东物流外部客户收入占比不断提升，从2018年的29.9%、2019年的38.4%提升至2020年前9个月的43.4%，对电商客户的过度依赖正在削弱。分拆来看，京东物流的收入类型主要分为两部分：来自一体化供应链客户收入和来自其他客户的收入，划分标准为客户是否使用京东提供的仓配服务。以京东POP平台业务为例，京东物流主要提供四种类型的仓配服务：SOP、FBP、LBP 以及Sopl，根据不同的仓配服务收取不同的费用。京东POP平台下四大仓配模式招股书显示，2018年、2019年、2020年前9个月，京东物流来自一体化供应链客户的收入分别为341.5亿、418.37亿和391.41亿元，占总收入的比重分别为90.2%，83.9%和79.1%。一体化供应链客户数量则从2018年底的32465家增长至2020年9月30日的46083家，增长42%。京东物流收入类型 来源：京东物流招股书京东物流的最大成本来自于员工福利，这一成本从2018年的170.71亿增长到了2020年前三季度的178.89亿，占比则从45.1%下降到了36.1%。相比之下，外包成本的支出的占比则从27.7%上升到了32.8%，由此看来，京东也在加大对于第三方仓配团队的依赖。截至2020年底，京东物流共有员工超过25万，其中仓储、快递、客服等一线员工超过24万。京东物流营业成本 来源：京东物流招股书此外，近三年，京东物流持续增加在技术研发上的投入，2018年至2020年第三季度的11个季度内，京东物流累计技术投入达到46亿，呈不断增长趋势。在这11个季度中，京东物流技术投入在同期收入的平均占比达到3.4%，领先同行业。京东持股近80%，成功完成对赌自2017年独立运营以来，京东物流仅有的一次融资记录发生在2018年2月份，25亿美元的投资方包括高瓴资本、红杉中国、招商局集团、腾讯、中国人寿、国开母基金等多家机构。该轮融资完成后，京东集团持有京东物流81.4%的股份，估值为135亿美元。这笔融资背后的上市对赌协议，也要求京东必须在三年内完成上市，最后期限则是2021年3月份。如今看来，京东物流很可能将成功完成对赌。招股书显示，IPO前，京东集团持有京东物流79.12%的股份，腾讯旗下意像架构投资（香港）有限公司持股为0.24%，高瓴旗下HHJL Holdings Limited 持股为2.9%，如果以400亿美金的估值上市，京东物流为京东集团带来的投资收益将最少达到200亿美金。自去年开始，物流行业风起云涌，极兔以黑马本色搅乱局势后，多家快递公司都传出了融资或二次上市的消息，这也给京东物流带来了压力。去年5月底，苏宁易购仓储物流设施ABS获深交所通过，该债券拟发行金额26.54亿元。随后的8月份，韵达股份境外全资子公司YUNDA Holding Investment Limited(“YDHI”)在境外完成5亿美元债券的发行。11月底，通过阿里巴巴的定增计划，圆通获得了来自阿里的38亿元资金。即使是顺丰，也在11月份传出了将快递业务在香港IPO，实现二次上市募资50亿美元的消息。目前，京东物流的服务产品主要包括仓配、快递快运、大件、冷链、跨境等，在去年8月以30亿人民币收购跨越速运后，京东物流补足了自己在限时速运上的短板。但不断地价格战加剧了资金压力，尤其是在买菜大战如火如荼的情况下，京东物流需要通过上市来输血，为下沉市场的物流设施建设做足准备。在今年的疫情期间，京东物流凭借多年的基础设施建设营造了良好口碑，但想要在与顺丰等对手的竞争中再造一个京东，还需要更大的力度来提升其市场份额和规模，尤其是发掘更多自身电商件以外的市场，这些都是京东物流上市后需要交给资本市场的新故事。","news_type":1,"symbols_score_info":{"JD":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383082572,"gmtCreate":1612807626696,"gmtModify":1704874572824,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383082572","repostId":"1127031845","repostType":4,"repost":{"id":"1127031845","kind":"news","pubTimestamp":1612838911,"share":"https://ttm.financial/m/news/1127031845?lang=en_US&edition=fundamental","pubTime":"2021-02-09 10:48","market":"us","language":"zh","title":"Revealed: Why did Musk invest in Bitcoin?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127031845","media":"华尔街见闻","summary":"比特币周二突破47000美元，创出纪录新高，比特币在亚洲市场早盘一度上涨6.3%，触及近47493美元，之后回吐了部分涨幅。昨日，特斯拉宣布，预计将开始接受比特币作为支付形式，根据新政策，特斯拉总共投资了15亿美元比特币。特斯拉创始人伊隆·马斯克近几个月来一直在为比特币背书，助推了比特币的猛涨。最重要的一个因素是，投资比特币和特斯拉的可能是同一批人。","content":"<p>Bitcoin broke through $47,000 on Tuesday, hitting a record high, and Bitcoin rose 6.3% to nearly $47,493 in early trading in Asian markets, before giving up some of its gains.</p><p>Yesterday, Tesla announced that it expects to begin accepting Bitcoin as a form of payment. According to the new policy, Tesla has invested a total of US $1.5 billion in Bitcoin. Tesla also said it will begin accepting Bitcoin as a payment method for its electric vehicles. Tesla's move is equivalent to the biggest support from mainstream companies for this controversial cryptocurrency at present. Tesla founder elon musk has been endorsing Bitcoin in recent months, fueling Bitcoin's surge.</p><p>As soon as the news came out, Bitcoin rose in the short term and quickly climbed to the $40,000 mark. After that, the momentum continued unabated. Bitcoin rose by 11% in the day to $43,172, setting a record high.</p><p><img src=\"https://static.tigerbbs.com/739520008340f9250bb97a3a3c14756a\" tg-width=\"803\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><b>The question is, why did Musk invest in Bitcoin?</b></p><p>The most important factor is that it may be the same people who are investing in Bitcoin and Tesla.</p><p>After comparing the price correlations of Tesla, Bitcoin and the S&P 500 in the past six months in an article, \"Forbes\" magazine columnist Leeor Shimron found that Tesla and Bitcoin have shown a strong correlation of 0.615 in the past six months, far exceeding the correlation between these two assets and the S&P 500.</p><p><img src=\"https://static.tigerbbs.com/9ad26e8fac71edced032064638360f2c\" tg-width=\"960\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p><b>The author believes that the reason for such a result may be that Tesla and Bitcoin have similar investor bases, not only have similar values, but also believe that technology can solve many social problems, and are generally optimistic.</b></p><p>In addition, retail investors account for a large proportion of investors holding the above two assets. Among them, Bitcoin originally started as a retail investor, and Tesla is also held by retail investors as a heavyweight stock of many funds.</p><p>At the same time, many people who invest in Tesla and Bitcoin are long-term holders with great confidence in them. These players are convinced of technology and its potential social impact. No matter how much these two assets fall, they will continue to hold them, no matter how volatile they are, they will be fearless.</p><p><b>Most notably, in front of Tesla and Bitcoin, millennials choose to enter the game!</b></p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>A previously published survey showed that among the stock assets held by millennials, Tesla and Bitcoin Trust Grayscale Bitcoin Trust ranked among the top five, accounting for more than Netflix,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And stock god Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway.</p><p><b>In addition, Musk has realized his tremendous energy in the digital currency market.</b></p><p>There have even been market analysts comparing Musk's influence on digital currencies with Federal Reserve Chairman Powell's influence on the U.S. stock market.</p><p>In the past few weeks, even if Musk just changed his \"Bitcoin\" signature on social media, or talked about how much he recognized digital currency in a live audio broadcast, digital currency would rise accordingly.</p><p>Musk's influence in the field of digital currency is not limited to Bitcoin, even the very niche digital currency Dogecoin can be rapidly increased because of Musk's words. This shows his extraordinary influence in this field.</p><p><b>Analyst: Tesla may open a new round of Bitcoin bull market</b></p><p>In the past nearly a year, a large amount of institutional investment has pushed up the price of Bitcoin.<b>Many analysts believe that Tesla's entry may attract more investment from large companies and open up a new round of room for currency price growth.</b></p><p>El-Erian, Allianz's chief economic adviser, said that Tesla's investment in Bitcoin will accelerate the process of digital currency going mainstream. Musk's deep dive into Bitcoin has helped legitimize Bitcoin's status as a real currency and provided investors with a real boost.</p><p>Mitch Steves, a market analyst at RBC Capital Markets, said,<b>Apple may be the next company to buy cryptocurrency and should develop Apple Wallet into a cryptocurrency exchange.</b></p><p>Steves said that if Apple Wallet is developed into a cryptocurrency exchange, it will create a huge growth market.</p><p>\"The Apple Wallet initiative is clearly a multi-billion-dollar opportunity for Apple (potentially more than $40 billion in annual revenue and limited R&D resources required),\" he wrote in a note to clients.</p><p>He said that companies such as Square and PayPal, as well as exchanges like Coinbase, confirm that the trading model is real business, and Apple will gain market share immediately if it enters the industry. Furthermore, Apple's ecosystem will provide greater security relative to its competitors.</p><p>Simon Peters, an analyst at online investment platform eToro, said: \"We can imagine that over time, more big-name companies will follow Tesla's lead and accept Bitcoin as a payment method.\"</p><p>Bulls: It's going to hit $50,000 this weekend</p><p><b>Amid the high market sentiment, bulls believe that the currency price will rush to $50,000 this weekend.</b></p><p>Peters said: \"The world is developing more and more online, and Bitcoin is the core of online transactions. With the support of a multi-billion-dollar company, the price of Bitcoin is likely to reach $50,000 by the end of this week.\"</p><p>Konstantin Anisimov, executive director of cryptocurrency exchange CEX.IO, also made an optimistic forecast for Bitcoin prices based on trading data. He said:</p><p>Bitcoin's uptrend will be continued by a new round of growth. We believe that $48,051 is the current target price, and the currency price may rise to $50,000 this month.<b>The figure of $48,051 is based on operational technical analysis. If Tesla leads a wave of Bitcoin investment from the corporate sector, then that number will be broken soon.</b><b>However, investors need to note that as U.S. bond yields and the U.S. dollar rebound, both Tesla and Bitcoin will face downside risks in the future. If there is a big drop, Tesla and Bitcoin may also fall simultaneously.</b></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Revealed: Why did Musk invest in Bitcoin?</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\">\nRevealed: Why did Musk invest in Bitcoin?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-02-09 10:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bitcoin broke through $47,000 on Tuesday, hitting a record high, and Bitcoin rose 6.3% to nearly $47,493 in early trading in Asian markets, before giving up some of its gains.</p><p>Yesterday, Tesla announced that it expects to begin accepting Bitcoin as a form of payment. According to the new policy, Tesla has invested a total of US $1.5 billion in Bitcoin. Tesla also said it will begin accepting Bitcoin as a payment method for its electric vehicles. Tesla's move is equivalent to the biggest support from mainstream companies for this controversial cryptocurrency at present. Tesla founder elon musk has been endorsing Bitcoin in recent months, fueling Bitcoin's surge.</p><p>As soon as the news came out, Bitcoin rose in the short term and quickly climbed to the $40,000 mark. After that, the momentum continued unabated. Bitcoin rose by 11% in the day to $43,172, setting a record high.</p><p><img src=\"https://static.tigerbbs.com/739520008340f9250bb97a3a3c14756a\" tg-width=\"803\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><b>The question is, why did Musk invest in Bitcoin?</b></p><p>The most important factor is that it may be the same people who are investing in Bitcoin and Tesla.</p><p>After comparing the price correlations of Tesla, Bitcoin and the S&P 500 in the past six months in an article, \"Forbes\" magazine columnist Leeor Shimron found that Tesla and Bitcoin have shown a strong correlation of 0.615 in the past six months, far exceeding the correlation between these two assets and the S&P 500.</p><p><img src=\"https://static.tigerbbs.com/9ad26e8fac71edced032064638360f2c\" tg-width=\"960\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p><b>The author believes that the reason for such a result may be that Tesla and Bitcoin have similar investor bases, not only have similar values, but also believe that technology can solve many social problems, and are generally optimistic.</b></p><p>In addition, retail investors account for a large proportion of investors holding the above two assets. Among them, Bitcoin originally started as a retail investor, and Tesla is also held by retail investors as a heavyweight stock of many funds.</p><p>At the same time, many people who invest in Tesla and Bitcoin are long-term holders with great confidence in them. These players are convinced of technology and its potential social impact. No matter how much these two assets fall, they will continue to hold them, no matter how volatile they are, they will be fearless.</p><p><b>Most notably, in front of Tesla and Bitcoin, millennials choose to enter the game!</b></p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>A previously published survey showed that among the stock assets held by millennials, Tesla and Bitcoin Trust Grayscale Bitcoin Trust ranked among the top five, accounting for more than Netflix,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And stock god Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway.</p><p><b>In addition, Musk has realized his tremendous energy in the digital currency market.</b></p><p>There have even been market analysts comparing Musk's influence on digital currencies with Federal Reserve Chairman Powell's influence on the U.S. stock market.</p><p>In the past few weeks, even if Musk just changed his \"Bitcoin\" signature on social media, or talked about how much he recognized digital currency in a live audio broadcast, digital currency would rise accordingly.</p><p>Musk's influence in the field of digital currency is not limited to Bitcoin, even the very niche digital currency Dogecoin can be rapidly increased because of Musk's words. This shows his extraordinary influence in this field.</p><p><b>Analyst: Tesla may open a new round of Bitcoin bull market</b></p><p>In the past nearly a year, a large amount of institutional investment has pushed up the price of Bitcoin.<b>Many analysts believe that Tesla's entry may attract more investment from large companies and open up a new round of room for currency price growth.</b></p><p>El-Erian, Allianz's chief economic adviser, said that Tesla's investment in Bitcoin will accelerate the process of digital currency going mainstream. Musk's deep dive into Bitcoin has helped legitimize Bitcoin's status as a real currency and provided investors with a real boost.</p><p>Mitch Steves, a market analyst at RBC Capital Markets, said,<b>Apple may be the next company to buy cryptocurrency and should develop Apple Wallet into a cryptocurrency exchange.</b></p><p>Steves said that if Apple Wallet is developed into a cryptocurrency exchange, it will create a huge growth market.</p><p>\"The Apple Wallet initiative is clearly a multi-billion-dollar opportunity for Apple (potentially more than $40 billion in annual revenue and limited R&D resources required),\" he wrote in a note to clients.</p><p>He said that companies such as Square and PayPal, as well as exchanges like Coinbase, confirm that the trading model is real business, and Apple will gain market share immediately if it enters the industry. Furthermore, Apple's ecosystem will provide greater security relative to its competitors.</p><p>Simon Peters, an analyst at online investment platform eToro, said: \"We can imagine that over time, more big-name companies will follow Tesla's lead and accept Bitcoin as a payment method.\"</p><p>Bulls: It's going to hit $50,000 this weekend</p><p><b>Amid the high market sentiment, bulls believe that the currency price will rush to $50,000 this weekend.</b></p><p>Peters said: \"The world is developing more and more online, and Bitcoin is the core of online transactions. With the support of a multi-billion-dollar company, the price of Bitcoin is likely to reach $50,000 by the end of this week.\"</p><p>Konstantin Anisimov, executive director of cryptocurrency exchange CEX.IO, also made an optimistic forecast for Bitcoin prices based on trading data. He said:</p><p>Bitcoin's uptrend will be continued by a new round of growth. We believe that $48,051 is the current target price, and the currency price may rise to $50,000 this month.<b>The figure of $48,051 is based on operational technical analysis. If Tesla leads a wave of Bitcoin investment from the corporate sector, then that number will be broken soon.</b><b>However, investors need to note that as U.S. bond yields and the U.S. dollar rebound, both Tesla and Bitcoin will face downside risks in the future. If there is a big drop, Tesla and Bitcoin may also fall simultaneously.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3619963\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3619963","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1127031845","content_text":"比特币周二突破47000美元，创出纪录新高，比特币在亚洲市场早盘一度上涨6.3%，触及近47493美元，之后回吐了部分涨幅。昨日，特斯拉宣布，预计将开始接受比特币作为支付形式，根据新政策，特斯拉总共投资了15亿美元比特币。特斯拉还表示：将开始接受比特币作为其电动汽车的付款方式。特斯拉的举动相当于是目前主流公司对这一颇具争议加密货币的最大力度支持。特斯拉创始人伊隆·马斯克近几个月来一直在为比特币背书，助推了比特币的猛涨。消息一出，比特币短线拉升，迅速攀上4万美元关口，之后势头不减，比特币日内涨幅达11%，报43172美元，并创下历史新高。问题来了，马斯克为啥投资比特币？最重要的一个因素是，投资比特币和特斯拉的可能是同一批人。《福布斯》杂志专栏作者Leeor Shimron在一篇文章中将特斯拉、比特币和标普500指数在过去六个月的价格相关性进行比较之后发现，特斯拉和比特币在过去六个月里表现出了0.615的强相关性，远超这两种资产与标普500指数之间的相关性。作者认为，会得出这样的结果，其原因可能是，特斯拉与比特币的投资者基础相似，不仅有着类似的价值观，相信技术可以解决许多社会问题，一般也比较乐观。此外，持有上述两种资产的投资者当中，散户占了很大一部分比例。其中，比特币本来就是靠散户起家，特斯拉也作为很多基金的权重股而被散户持有。与此同时，还有很多投资特斯拉和比特币的人都是对它们极具信心的长期持有者。这部分玩家对技术及其潜在的社会影响深信不疑，无论手头的这两种资产怎么跌，都仍将继续持有，波动性再高也无所畏惧。最值得注意的是，在特斯拉和比特币面前，千禧一代选择入局！嘉信理财此前公布的一项调查结果显示，在千禧一代所持有股票资产中，特斯拉和比特币信托Grayscale Bitcoin Trust排名前五，占比超过了奈飞、微软、阿里巴巴和股神巴菲特旗下的伯克希尔·哈撒韦。此外，马斯克已经意识到了自己在数字货币市场中的巨大能量。甚至已经有市场分析将马斯克对数字货币的影响力，和美联储主席鲍威尔对美国股市的影响力相提并论。在过去几周中，哪怕马斯克只是在社交媒体上改个“比特币”的签名，或者是在音频直播中谈到自己多么认可数字货币，数字货币就会应声上涨。马斯克在数字货币领域的影响力不仅局限在比特币上，就连非常小众的数字货币狗狗币，也能因为马斯克的一句话急速拉升。可见他在这一领域非同寻常的影响力。分析师：特斯拉或将打开新一轮比特币牛市过去近一年，大量机构投资推高了比特币的价格。不少分析师认为，特斯拉的入局可能吸引更多来自大公司的投资，打开币价新一轮的上涨空间。安联首席经济顾问El-Erian表示，特斯拉投资比特币将加快数字货币走向主流的进程。马斯克对比特币的深入涉足有助于使比特币作为一种真正的货币的地位合法化，并为投资者提供了真正的提振。加拿大皇家银行资本市场市场分析师Mitch Steves称，苹果可能是下一家购买加密货币的公司，且应该将Apple Wallet发展成为一个加密货币交易所。Steves表示，如果将苹果钱包开发成加密货币交易所，这将创造出巨大的增长市场。他在给客户的一份报告中写道：“苹果钱包计划对于苹果公司而言显然是一个数十亿美元的机会（潜在的年收入超过400亿美元，而需要的研发资源有限）。”他说，诸如Square和PayPal之类的公司，以及像Coinbase这样的交易所，都证实了该交易模型是真实的业务，如果进入该行业，苹果将立即获得市场份额。 此外，相对于竞争对手，苹果的生态系统将提供更高的安全性。在线投资平台eToro分析师Simon Peters表示：“我们可以想象，随着时间的推移，还有更多名头响当当的公司效仿特斯拉，接受比特币作为支付方式。”多头：本周末就要冲上5万美元高昂的市场情绪中，多头认为币价本周末就要冲上5万美元。Peters称：“世界越来越向网上发展，比特币是网上交易的核心。有了一家价值数十亿美元的公司的支持，到本周末，比特币的价格很可能会达到5万美元。”加密货币交易所CEX.IO 执行董事Konstantin Anisimov也基于交易数据对比特币价格做出了乐观预测。他说：比特币的上升趋势将被新一轮的增长所延续。我们认为48051美元是当下的目标价位，本月内币价可能会涨到5万美元。48051美元这个数字是基于操作技术分析得出的。如果特斯拉引领了一波来自企业领域的比特币投资浪潮，那么这一数字将很快被攻破。不过，投资者需要注意的是，随着美债收益率和美元反弹，未来无论是特斯拉还是比特币，都会面临下跌风险。如果遭遇大跌，特斯拉和比特币也可能同步下跌。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314744623,"gmtCreate":1612387089062,"gmtModify":1704870533822,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/0b18b2bac1bcf2b38c6e0fa9a2f428e6","width":"1125","height":"3487"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314744623","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":314324563,"gmtCreate":1612312607652,"gmtModify":1704869580041,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"⭐️⭐️⭐️","listText":"⭐️⭐️⭐️","text":"⭐️⭐️⭐️","images":[{"img":"https://static.tigerbbs.com/d3e5a214d42c4b6d64d1195e70960835","width":"1125","height":"3314"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/314324563","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":185748427,"gmtCreate":1623675793269,"gmtModify":1704208357077,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/185748427","repostId":"1102714025","repostType":4,"repost":{"id":"1102714025","kind":"news","weMediaInfo":{"introduction":"界面是中国最大的商业新闻和社交平台，只服务于独立思考的人群。","home_visible":1,"media_name":"界面新闻","id":"30","head_image":"https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af"},"pubTimestamp":1623674999,"share":"https://ttm.financial/m/news/1102714025?lang=en_US&edition=fundamental","pubTime":"2021-06-14 20:49","market":"us","language":"zh","title":"How will the first G-7 summit in the post-Trump era affect global epidemic prevention and climate action?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102714025","media":"界面新闻","summary":"周日，为期三天的七国峰会（G7）在英国度假胜地康沃尔海滩落下帷幕。\n七国峰会是一个由七个主要工业国家组成的国际组织，目前成员为美国、加拿大、英国、法国、德国、意大利及日本。除了这七国的领袖，欧盟领导人","content":"<p><div>The three-day summit of the Group of Seven (G7) came to an end on Sunday at the British resort of Cornwall Beach. The G-7 Summit is an international organization composed of seven major industrial countries. Its current members are the United States, Canada, Britain, France, Germany, Italy and Japan. In addition to the leaders of these seven countries, EU leaders often appear as nonvoting delegates. This is the first time since the outbreak of the COVID-19 pandemic that the heads of the G-7 have gathered in the form of an offline summit, and it is also the first G-7 summit in the post-Trump era, so it has attracted much attention. Attending the G-7 summit are: US President Joe Biden, German Chancellor Angela Merkel, French President Emmanuel Macron,...</p><p><a href=\"None\">Web link</a></div></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>How will the first G-7 summit in the post-Trump era affect global epidemic prevention and climate action?</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\">\nHow will the first G-7 summit in the post-Trump era affect global epidemic prevention and climate action?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/30\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">界面新闻 </p>\n<p class=\"h-time smaller\">2021-06-14 20:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>The three-day summit of the Group of Seven (G7) came to an end on Sunday at the British resort of Cornwall Beach. The G-7 Summit is an international organization composed of seven major industrial countries. Its current members are the United States, Canada, Britain, France, Germany, Italy and Japan. In addition to the leaders of these seven countries, EU leaders often appear as nonvoting delegates. This is the first time since the outbreak of the COVID-19 pandemic that the heads of the G-7 have gathered in the form of an offline summit, and it is also the first G-7 summit in the post-Trump era, so it has attracted much attention. Attending the G-7 summit are: US President Joe Biden, German Chancellor Angela Merkel, French President Emmanuel Macron,...</p><p><a href=\"None\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/101e96cdb1bbc9a6edf977e5aab81959","relate_stocks":{"DJT":"特朗普媒体科技集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102714025","content_text":"周日，为期三天的七国峰会（G7）在英国度假胜地康沃尔海滩落下帷幕。\n七国峰会是一个由七个主要工业国家组成的国际组织，目前成员为美国、加拿大、英国、法国、德国、意大利及日本。除了这七国的领袖，欧盟领导人也经常列席出现。\n这是自新冠疫情爆发以来七国集团首脑们首次在线下以峰会的形式相聚，也是后特朗普时代的首次七国峰会，因此备受关注。\n此次出席七国峰会的有：美国总统拜登、德国总理默克尔、法国总统马克龙、英国首相约翰逊、加拿大总理特鲁多、日本首相菅义伟、意大利总理德拉吉、欧洲理事会主席米歇尔、欧盟执委会主席冯德莱恩。\n上一次的七国峰会于2019年在法国召开；原定于2020年在美国召开的七国峰会由于疫情取消。\n除了会前就推出的“全球最低税率”，本次峰会上备受关注的议题还有疫情防治和气候变化。峰会希望为这些全球共同面临的难题提供新方案。\n再捐10亿支疫苗\n在6月12日举行的特别会议后，七国领袖联合发表《卡比斯湾宣言》（Carbis Bay Declaration），疫苗分发是其中的重要议题。\n七国集团承诺在未来12个月内，通过捐赠剩余物资和资助由联合国发起的疫苗Covax计划，确保发展中国家将再获得10亿支疫苗。\n美国和英国已在会前分别宣布捐出5亿和1亿剂疫苗，他们呼吁各国领袖也作出同样承诺。《卫报》援引美国官员称，美国已经向Covax捐赠了20亿美元；今年2月拜登政府又认捐了20亿美元。这第二笔20亿美元据悉现在将资助购买在美国生产的辉瑞公司的疫苗。\n《宣言》还计划讨论当前争议巨大的强制临时豁免专利。七国称，他们将在世界贸易组织的讨论中建设性地参与知识产权豁免的问题。\n除了应对新冠疫情的措施，七国还称“现在就将采取行动，加强全球卫生和卫生安全系统，为未来的大流行病做好准备”。\n《宣言》称，未来如若再次爆发疫情，七国集团将迅速采取行动，目的是在100天内提供疫苗、测试和治疗。\n除了加快药物和治疗方法的研发，《宣言》还指出要防止新冠疫情早期出现的“以邻为壑”的政策，并提出要支持改革和强化世界卫生组织。\n不过，《卫报》对此批评道，《宣言》并没有列出每个国家的详细承诺，也没有列出行动的时间表，许多承诺并不新鲜，执行效果仍有待观察。\n2030年集体碳排量将减少一半\n在6月13日的会晤中，各方则将重点转向了气候变化。\n七国领导人承诺，到2030年集体碳排放量将减少一半。这包括一系列的具体措施。例如，到2022年，七国将停止资助任何缺乏碳捕获技术的煤炭项目。再如，到2030年，对电力部门实现绝大部分的“去碳化”（decarbonized）。\n这是主要工业化经济体——它们对造成地球变暖的污染往往负有最大责任——首次同意，在2030年前集体削减其排放量，尽管包括美国和英国在内的几个国家已经单独制定了这些目标。\n特朗普在任的四年中，美国与西方多国在气候议题上分歧不断。拜登上任后，除了重新加入特朗普退出的《巴黎协定》，还承诺到2030年将美国的温室气体排放量减至2005年水平的50%，并在2035年前消除美国电力部门的化石燃料排放。\n七国集团计划今后将每年为发展中国家提供1000亿美元的资金，专门用于对抗气候变化。根据公益组织乐施会的统计，西方国家目前为发展中国家提供的气候保护援助规模仅有390亿美元。七国集团还称，也将努力保护生物多样性、阻止动植物的灭绝。\n本次峰会的东道主英国希望，七国集团能够就气候变化目标达成一致，并在今年11月举行的苏格兰联合国气候峰会上正式承诺，要在2050年实现碳中和。\n不过，七国的气候方案也遭遇了批评。《纽约时报》指出，尽管七国领导采取了旨在抑制气候变化的行动，但它们未能为燃煤使用设定一个明确的终止日期；而燃煤是全球变暖的主要因素。\n七国集团加起来产生了世界上大约四分之一的气候污染。《纽约时报》指出，领导人公报的最后措辞”只是模糊地呼吁迅速扩大技术和政策，进一步加快向没有碳捕获技术的煤炭过渡”。它们未能就使用煤炭的具体结束日期达成一致，这削弱了它们自身的说服力，特别是如果它们希望在今年晚些的气候峰会上说服其他100多个成员实现碳中和。\n国际绿色和平组织的执行主任珍妮弗·摩根对《纽约时报》称，这本是一个七国集团可以展示历史性领导力的时刻，但他们却留下了一个巨大的空白。\n七国集团的双重功能\n20世纪70年代初，西方经济遭到了第一次石油危机的重创。在法国倡议下，1975年，美、英、德、法、日、意六大工业国成立了六国集团。1976年，加拿大加入，七国集团就此诞生。\n1997年，俄罗斯的加入使得七国集团转变为八国集团。但由于俄罗斯对克里米亚危机的介入，其席位遭遇了冻结。尽管默克尔和特朗普后来提出让俄罗斯重新回归，但遭到了大部分成员否决。\n目前，七国集团的成员已经基本固定。此外，欧盟亦获邀成为非正式成员。\n截至2018年，G7合共占有全世界58%的财富、46%以现价GDP计算的GDP及逾32%的购买力平价标准的全球GDP。\n观察者指出，尽管七国集团组建的初衷主要是维护世界经济秩序，但从其近年的发展来看，它已经越来越多地在强调其政治角色。冷战期间，七国集团就曾频繁就维护世界安全秩序采取共同立场。","news_type":1,"symbols_score_info":{"DJT":1}},"isVote":1,"tweetType":1,"viewCount":3189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320623754,"gmtCreate":1615095920178,"gmtModify":1704778642536,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"??‍♀️??‍♀️","listText":"??‍♀️??‍♀️","text":"??‍♀️??‍♀️","images":[{"img":"https://static.tigerbbs.com/a0f5d43316326c4ecbaddec333813130","width":"1125","height":"3314"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/320623754","isVote":1,"tweetType":1,"viewCount":3480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":314324563,"gmtCreate":1612312607652,"gmtModify":1704869580041,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"⭐️⭐️⭐️","listText":"⭐️⭐️⭐️","text":"⭐️⭐️⭐️","images":[{"img":"https://static.tigerbbs.com/d3e5a214d42c4b6d64d1195e70960835","width":"1125","height":"3314"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/314324563","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897302378,"gmtCreate":1628873219094,"gmtModify":1676529883408,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897302378","repostId":"2159218583","repostType":4,"isVote":1,"tweetType":1,"viewCount":2047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320907455,"gmtCreate":1614996345477,"gmtModify":1704778033140,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"??‍♀️??‍♀️??‍♀️","listText":"??‍♀️??‍♀️??‍♀️","text":"??‍♀️??‍♀️??‍♀️","images":[{"img":"https://static.tigerbbs.com/36cb9b071bf5cd01bc5f72a85f663658","width":"1125","height":"3314"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320907455","isVote":1,"tweetType":1,"viewCount":2714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":165544509,"gmtCreate":1624153470101,"gmtModify":1703829495718,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"[OK]&nbsp;[OK]&nbsp;","listText":"[OK]&nbsp;[OK]&nbsp;","text":"[OK] [OK]","images":[{"img":"https://static.tigerbbs.com/aa0d71e660f4a0f77d00076332c639b7","width":"1125","height":"3352"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165544509","isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":185835382,"gmtCreate":1623640308046,"gmtModify":1704207590527,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185835382","repostId":"1105134625","repostType":4,"repost":{"id":"1105134625","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":1623140058,"share":"https://ttm.financial/m/news/1105134625?lang=en_US&edition=fundamental","pubTime":"2021-06-08 16:14","market":"sh","language":"zh","title":"Reminder: The lunch break arrangement is here! Hong Kong stocks will be closed for one day on June 14","url":"https://stock-news.laohu8.com/highlight/detail?id=1105134625","media":"老虎资讯综合","summary":"6月14日（周一）休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","content":"<p>As the Dragon Boat Festival, a traditional Chinese festival, approaches, the closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A shares:</b></p><p>The market will be closed on June 14th (Monday) and open as usual from June 15th (Tuesday).</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on June 14th (Monday) and open as usual from June 15th (Tuesday).</p><p><b>Australian stocks:</b></p><p>The market will be closed on Monday, June 14 for Queen's Birthday, and will be open as usual from Tuesday, June 15.</p><p><b>U.S. stocks, British stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>The service will not be available on June 14th (Monday), and will be open as usual from June 15th (Tuesday).</p><p><b>Hong Kong Stock Connect:</b></p><p>The service will not be available on June 14th (Monday), and will be open as usual from June 15th (Tuesday).</p><p><b>Background Introduction:</b></p><p>Dragon Boat Festival, also known as Duanyang Festival, Dragon Boat Festival, Tianzhong Festival, etc., originated from the worship of natural astronomical phenomena and evolved from worshipping dragons in ancient times. During the Dragon Boat Festival in midsummer, the seven stays of the black dragon soared into the middle of the south, and was in the most \"middle\" position of the whole year, that is, the fifth line of the Book of Changes Gan Gua said: \"The flying dragon is in the sky\". Its origin covers ancient astrological culture, humanistic philosophy and other aspects, and contains profound and rich cultural connotations. In the process of inheritance and development, a variety of folk customs are mixed into one, and the contents of festivals and customs are rich. Picking dragon boats and eating rice dumplings are the two major rituals and customs of the Dragon Boat Festival, which have been passed down in China since ancient times and have continued until now.</p><p>The Dragon Boat Festival was originally a festival founded by ancient ancestors to worship the dragon ancestors and pray for blessings and ward off evil spirits. Legend has it that Qu Yuan, a poet of Chu during the Warring States Period, committed suicide by jumping into Miluo River on May 5th. Later, people also took the Dragon Boat Festival as a festival to commemorate Qu Yuan. There are also sayings to commemorate Wu Zixu, Cao E and Jie Zitui. Generally speaking, the Dragon Boat Festival originated from the ancient ancestors who chose the auspicious day of \"flying dragon in the sky\" to worship the dragon ancestors, pray for blessings and ward off evil spirits, and injected the fashion of \"curing diseases and preventing epidemics\" in summer.<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: The lunch break arrangement is here! Hong Kong stocks will be closed for one day on June 14</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\">\nReminder: The lunch break arrangement is here! Hong Kong stocks will be closed for one day on June 14\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-08 16:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>As the Dragon Boat Festival, a traditional Chinese festival, approaches, the closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A shares:</b></p><p>The market will be closed on June 14th (Monday) and open as usual from June 15th (Tuesday).</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on June 14th (Monday) and open as usual from June 15th (Tuesday).</p><p><b>Australian stocks:</b></p><p>The market will be closed on Monday, June 14 for Queen's Birthday, and will be open as usual from Tuesday, June 15.</p><p><b>U.S. stocks, British stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>The service will not be available on June 14th (Monday), and will be open as usual from June 15th (Tuesday).</p><p><b>Hong Kong Stock Connect:</b></p><p>The service will not be available on June 14th (Monday), and will be open as usual from June 15th (Tuesday).</p><p><b>Background Introduction:</b></p><p>Dragon Boat Festival, also known as Duanyang Festival, Dragon Boat Festival, Tianzhong Festival, etc., originated from the worship of natural astronomical phenomena and evolved from worshipping dragons in ancient times. During the Dragon Boat Festival in midsummer, the seven stays of the black dragon soared into the middle of the south, and was in the most \"middle\" position of the whole year, that is, the fifth line of the Book of Changes Gan Gua said: \"The flying dragon is in the sky\". Its origin covers ancient astrological culture, humanistic philosophy and other aspects, and contains profound and rich cultural connotations. In the process of inheritance and development, a variety of folk customs are mixed into one, and the contents of festivals and customs are rich. Picking dragon boats and eating rice dumplings are the two major rituals and customs of the Dragon Boat Festival, which have been passed down in China since ancient times and have continued until now.</p><p>The Dragon Boat Festival was originally a festival founded by ancient ancestors to worship the dragon ancestors and pray for blessings and ward off evil spirits. Legend has it that Qu Yuan, a poet of Chu during the Warring States Period, committed suicide by jumping into Miluo River on May 5th. Later, people also took the Dragon Boat Festival as a festival to commemorate Qu Yuan. There are also sayings to commemorate Wu Zixu, Cao E and Jie Zitui. Generally speaking, the Dragon Boat Festival originated from the ancient ancestors who chose the auspicious day of \"flying dragon in the sky\" to worship the dragon ancestors, pray for blessings and ward off evil spirits, and injected the fashion of \"curing diseases and preventing epidemics\" in summer.<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105134625","content_text":"临近中国传统节日端午节假期，各主要市场休市安排如下：A股：6月14日（周一）休市，6月15日（周二）起照常开市。港股：6月14日（周一）休市，6月15日（周二）起照常开市。澳股：6月14日（周一）因 Queen's Birthday 休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。沪股通、深股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。港股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。背景介绍：端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185832586,"gmtCreate":1623640292445,"gmtModify":1704207589549,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185832586","repostId":"1159028389","repostType":4,"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183769649,"gmtCreate":1623360340481,"gmtModify":1704201520612,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"[666]&nbsp;[666]&nbsp;","listText":"[666]&nbsp;[666]&nbsp;","text":"[666] 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07:45","market":"fut","language":"zh","title":"Are oil prices entering a super cycle?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115710072","media":"经济日报","summary":"对于油价是否又要进入超级循环周期，业界的判断并不一致。乐观者认为，包括疫苗上市、全球经济在大型刺激计划推动下恢复增长、极度宽松的货币政策、“欧佩克+”减产预期等在内的潜在因素将支撑新的超级周期出现，而","content":"<p>The industry's judgment on whether oil prices will enter the super cycle again is inconsistent. Optimists believe that potential factors, including the launch of vaccines, the resumption of global economic growth driven by large-scale stimulus plans, extremely loose monetary policy, and expectations of \"OPEC +\" production cuts, will support the emergence of a new super cycle, and this cycle will Last for about 10 years. Pessimists believe that the current epidemic in novel coronavirus pneumonia has not been effectively controlled, and the global economy is still fighting for recovery, so there is still great uncertainty. In the long run, the once glorious black gold industry in history has begun to slowly end, giving way to greener renewable energy. The era of high oil prices is gone forever.</p><p>Recently, world oil prices have repeatedly hit new highs, with London Brent crude oil futures and New York West Texas Light crude oil futures exceeding the US $65 and US $60 per barrel marks respectively. In this regard, market expectations are obviously optimistic. Goldman Sachs and JPMorgan Chase predict that oil prices have a chance to break $100 a barrel this year. Some analysts even assert that oil prices are beginning to enter a long-term upward trajectory, and another super cycle has been formed.</p><p>Is that really the case? The answer is not certain.</p><p>The recent surge in oil prices has its accidental factors, and the market is suspected of taking advantage of the black swan event hit by a rare cold wave in the United States for speculation. At present, the single-day crude oil production in the United States has dropped by nearly one-third, about 3.5 million barrels, with the output of the worst-hit Texas oil field plummeting by 65%. In addition, data from industry analysis companies show that crude oil inventories in China, the United States and East Asia are declining, so it will form a strong support for crude oil market prices in the short term.</p><p>According to the forecast of the International Monetary Fund (IMF), the average world oil price this year will be US $65 per barrel, and the highest price may hit US $80 per barrel. However, some prominent oil analysts are cautious that the conclusion of entering the next supercycle is a bit hasty. In particular, the epidemic in novel coronavirus pneumonia has not been effectively controlled, and the global economy is still fighting for recovery, so there is still great uncertainty.</p><p>Of course, the so-called super cycle theory is not groundless.</p><p>First of all, global monetary easing is an important reason for rising commodity prices.</p><p>Global monetary easing has led to an expansion in demand for commodities, from skyrocketing prices of iron ore and natural gas to the possibility of a substantial increase in energy demand in the next stage, all heralding the arrival of a real inflation cycle.</p><p>Since the Biden administration took office, it has continued to launch a large-scale economic stimulus package, and the $1.9 trillion injection is expected to boost consumption. This stimulus package will generate \"important commodity-intensive consumption\". The stimulus package is primarily aimed at low-and middle-income families. This means that U.S. household gasoline spending is expected to increase significantly. Economists have calculated that if oil demand grows at a rate of 1.4 million barrels per day, then there may be a super cycle. Last year, affected by the epidemic, the average daily global oil demand actually decreased by about 10 million barrels; This year, oil demand is likely to grow by an additional 500,000 barrels per day. The possibility of a sharp increase in energy demand as the global economy recovers widely cannot be ruled out.</p><p>Secondly, the global oil supply may be insufficient.</p><p>Veteran market traders believe that the future \"fate\" of oil prices depends on OPEC, especially Saudi Arabia. Variables affecting supply also include Iran's return to the world oil market and overall production from major oil-producing countries such as the United States and Russia. Generally speaking, the output data of the latter is relatively stable and predictable.</p><p>However, there is a possibility that global oil supply will be insufficient in the next year or two. This is also the main reason why Saudi Arabia decided to automatically reduce production by 1 million barrels for emergencies. Saudi Arabia expects crude oil supply shortages to occur in the second quarter of this year.</p><p>According to the forecast of the International Energy Agency, if global oil investment remains at the level of 2020 in the next five years, the overall oil supply level will decrease by nearly 9 million barrels per day by 2025. Data show that upstream oil and gas investment last year was approximately US $300 billion, a 15-year low and a 30% decrease from 2019. Global oil demand is expected to rise to more than 100 million barrels per day by 2022, and the supply gap will increase. Therefore, oil and other commodity markets are bound to show a cyclical recovery.</p><p>Thirdly, international investment banks added fuel to the flames.</p><p>Some large investment banks have released reports that the world commodity bull market is not over yet. In the past three months, crude oil prices have risen by about 50% and are currently in the process of accelerating their rise. Therefore, the world's commodities have started a new super cycle, and this cycle will last for about 10 years.</p><p>According to Goldman Sachs research, hedging against expectations of rising inflation, a weaker dollar and unusually accommodative monetary policy are all key drivers of the commodity rebound. Goldman Sachs accurately predicted in October last year that commodities would usher in a bull market. Goldman Sachs believes that potential factors will support the emergence of a new super cycle, including the launch of vaccines, the resumption of global economic growth driven by large-scale stimulus plans, extremely loose monetary policy, rising and tolerated inflation, and expectations of \"OPEC +\" production cuts.</p><p>One can clearly see how American investment banks affect financial markets. The current rise in oil prices is more driven by speculative funds than a fundamental change in the supply and demand relationship in the oil market itself. It was revealed that in the week ending February 9, hedge funds increased their long bets on 24 major global commodity futures by 5%, equivalent to a nominal value of $143.7 billion, with net long positions in Brent crude oil futures rising to the highest level in 28 months. Meanwhile, the Bloomberg Commodity Index was also pushed to a 27-month high. The prosperity of speculation can be seen.</p><p>In the long run, the once glorious black gold industry in history has begun to slowly come to an end, giving way to greener renewable energy. Even if the global economy starts to fully recover from 2022, driving oil demand, it is hard to say how long this positive growth will last. In short, the era of high oil prices is gone forever, and the factors that determine and affect oil prices are still complex.</p>","source":"lsy1597656426531","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>Are oil prices entering a super cycle?</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\">\nAre oil prices entering a super cycle?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">经济日报</strong><span class=\"h-time small\">2021-02-20 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The industry's judgment on whether oil prices will enter the super cycle again is inconsistent. Optimists believe that potential factors, including the launch of vaccines, the resumption of global economic growth driven by large-scale stimulus plans, extremely loose monetary policy, and expectations of \"OPEC +\" production cuts, will support the emergence of a new super cycle, and this cycle will Last for about 10 years. Pessimists believe that the current epidemic in novel coronavirus pneumonia has not been effectively controlled, and the global economy is still fighting for recovery, so there is still great uncertainty. In the long run, the once glorious black gold industry in history has begun to slowly end, giving way to greener renewable energy. The era of high oil prices is gone forever.</p><p>Recently, world oil prices have repeatedly hit new highs, with London Brent crude oil futures and New York West Texas Light crude oil futures exceeding the US $65 and US $60 per barrel marks respectively. In this regard, market expectations are obviously optimistic. Goldman Sachs and JPMorgan Chase predict that oil prices have a chance to break $100 a barrel this year. Some analysts even assert that oil prices are beginning to enter a long-term upward trajectory, and another super cycle has been formed.</p><p>Is that really the case? The answer is not certain.</p><p>The recent surge in oil prices has its accidental factors, and the market is suspected of taking advantage of the black swan event hit by a rare cold wave in the United States for speculation. At present, the single-day crude oil production in the United States has dropped by nearly one-third, about 3.5 million barrels, with the output of the worst-hit Texas oil field plummeting by 65%. In addition, data from industry analysis companies show that crude oil inventories in China, the United States and East Asia are declining, so it will form a strong support for crude oil market prices in the short term.</p><p>According to the forecast of the International Monetary Fund (IMF), the average world oil price this year will be US $65 per barrel, and the highest price may hit US $80 per barrel. However, some prominent oil analysts are cautious that the conclusion of entering the next supercycle is a bit hasty. In particular, the epidemic in novel coronavirus pneumonia has not been effectively controlled, and the global economy is still fighting for recovery, so there is still great uncertainty.</p><p>Of course, the so-called super cycle theory is not groundless.</p><p>First of all, global monetary easing is an important reason for rising commodity prices.</p><p>Global monetary easing has led to an expansion in demand for commodities, from skyrocketing prices of iron ore and natural gas to the possibility of a substantial increase in energy demand in the next stage, all heralding the arrival of a real inflation cycle.</p><p>Since the Biden administration took office, it has continued to launch a large-scale economic stimulus package, and the $1.9 trillion injection is expected to boost consumption. This stimulus package will generate \"important commodity-intensive consumption\". The stimulus package is primarily aimed at low-and middle-income families. This means that U.S. household gasoline spending is expected to increase significantly. Economists have calculated that if oil demand grows at a rate of 1.4 million barrels per day, then there may be a super cycle. Last year, affected by the epidemic, the average daily global oil demand actually decreased by about 10 million barrels; This year, oil demand is likely to grow by an additional 500,000 barrels per day. The possibility of a sharp increase in energy demand as the global economy recovers widely cannot be ruled out.</p><p>Secondly, the global oil supply may be insufficient.</p><p>Veteran market traders believe that the future \"fate\" of oil prices depends on OPEC, especially Saudi Arabia. Variables affecting supply also include Iran's return to the world oil market and overall production from major oil-producing countries such as the United States and Russia. Generally speaking, the output data of the latter is relatively stable and predictable.</p><p>However, there is a possibility that global oil supply will be insufficient in the next year or two. This is also the main reason why Saudi Arabia decided to automatically reduce production by 1 million barrels for emergencies. Saudi Arabia expects crude oil supply shortages to occur in the second quarter of this year.</p><p>According to the forecast of the International Energy Agency, if global oil investment remains at the level of 2020 in the next five years, the overall oil supply level will decrease by nearly 9 million barrels per day by 2025. Data show that upstream oil and gas investment last year was approximately US $300 billion, a 15-year low and a 30% decrease from 2019. Global oil demand is expected to rise to more than 100 million barrels per day by 2022, and the supply gap will increase. Therefore, oil and other commodity markets are bound to show a cyclical recovery.</p><p>Thirdly, international investment banks added fuel to the flames.</p><p>Some large investment banks have released reports that the world commodity bull market is not over yet. In the past three months, crude oil prices have risen by about 50% and are currently in the process of accelerating their rise. Therefore, the world's commodities have started a new super cycle, and this cycle will last for about 10 years.</p><p>According to Goldman Sachs research, hedging against expectations of rising inflation, a weaker dollar and unusually accommodative monetary policy are all key drivers of the commodity rebound. Goldman Sachs accurately predicted in October last year that commodities would usher in a bull market. Goldman Sachs believes that potential factors will support the emergence of a new super cycle, including the launch of vaccines, the resumption of global economic growth driven by large-scale stimulus plans, extremely loose monetary policy, rising and tolerated inflation, and expectations of \"OPEC +\" production cuts.</p><p>One can clearly see how American investment banks affect financial markets. The current rise in oil prices is more driven by speculative funds than a fundamental change in the supply and demand relationship in the oil market itself. It was revealed that in the week ending February 9, hedge funds increased their long bets on 24 major global commodity futures by 5%, equivalent to a nominal value of $143.7 billion, with net long positions in Brent crude oil futures rising to the highest level in 28 months. Meanwhile, the Bloomberg Commodity Index was also pushed to a 27-month high. The prosperity of speculation can be seen.</p><p>In the long run, the once glorious black gold industry in history has begun to slowly come to an end, giving way to greener renewable energy. Even if the global economy starts to fully recover from 2022, driving oil demand, it is hard to say how long this positive growth will last. In short, the era of high oil prices is gone forever, and the factors that determine and affect oil prices are still complex.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://paper.ce.cn/jjrb/html/2021-02/20/content_438349.htm\">经济日报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d279a22eeb853cdff7aba9cfe6a2e390","relate_stocks":{},"source_url":"http://paper.ce.cn/jjrb/html/2021-02/20/content_438349.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115710072","content_text":"对于油价是否又要进入超级循环周期，业界的判断并不一致。乐观者认为，包括疫苗上市、全球经济在大型刺激计划推动下恢复增长、极度宽松的货币政策、“欧佩克+”减产预期等在内的潜在因素将支撑新的超级周期出现，而且这一周期将持续10年左右。悲观者认为，目前新冠肺炎疫情尚未得到有效控制，全球经济还在为复苏而战，因此仍存在较大不确定性。从长远看，历史上曾经辉煌无比的黑金产业已经开始缓缓落幕，让位给更加绿色的可再生能源，高油价时代已经一去不复返了。\n近段时间，世界石油价格屡创新高，伦敦布伦特原油期货和纽约西德克萨斯轻质原油期货价格盘中分别突破每桶65美元和60美元关口。对此，市场预期明显乐观。高盛和摩根大通预测，今年油价有机会突破每桶100美元。一些分析师甚至断言，石油价格开始进入长期上涨轨道，又一个超级循环周期已经形成。\n果真如此吗？答案并不确定。\n近期的油价大涨有其偶然因素，市场有借美国受罕见寒潮冲击的黑天鹅事件进行炒作之嫌。眼下，美国单日原油产量下降近三分之一，减少约350万桶，其中受灾最严重的德州油田产量暴跌65%。再加上行业分析公司的数据显示，包括中国、美国及东亚原油库存都在下降，因此短期内对原油市场价格将形成有力支撑。\n根据国际货币基金组织（IMF）预测，今年世界石油平均价格为每桶65美元，最高可能触及每桶80美元。不过，一些著名石油分析师谨慎表示，进入下一个超级周期的结论有点草率。特别是新冠肺炎疫情尚未得到有效控制，全球经济还在为复苏而战，因此仍存在较大不确定性。\n当然，所谓的超级周期说也并非空穴来风。\n首先，全球货币宽松是大宗商品涨价的重要原因。\n全球范围的货币宽松导致大宗商品需求扩大，从铁矿石、天然气价格暴涨，到下一阶段能源需求大幅增长的可能性，都预示着真正的通胀周期到来。\n拜登政府上台以来继续推出大手笔的经济刺激方案，1.9万亿美元的注入有望提振消费。这一刺激计划将产生“重要的大宗商品密集型消费”。刺激计划主要针对中低收入家庭。这意味着，美国家庭汽油支出有望明显增长。经济学家测算过，如果石油需求以每天140万桶的速度增长，那么可能会出现一个超级周期。去年，受疫情影响，全球石油平均日需求实际上减少约1000万桶；今年，石油需求可能会以每天增加50万桶的速度增长。不能排除随着全球经济大范围复苏，能源需求急剧增加的可能性。\n其次，全球石油或现供应不足。\n市场资深交易员认为，未来油价的“命运”取决于欧佩克，尤其是沙特阿拉伯。影响供应的变量还包括伊朗重返世界石油市场以及美国和俄罗斯等产油大国的总体产量。一般来看，后者的产量数据相对稳定可预测。\n不过，今后一两年全球石油供应不足现象也有出现的可能。这也是当初沙特阿拉伯决定自动减产100万桶以备不时之需的主要原因。沙特阿拉伯方面预计，原油供应短缺在今年第二季度就会出现。\n根据国际能源机构预测，如果全球石油投资在未来5年保持在2020年的水平，那么到2025年石油总体供应水平将每天减少近900万桶。数据显示，去年上游油气投资约为3000亿美元，创15年来新低，比2019年下降了30%。预计到2022年全球石油需求将回升至每天1亿桶以上，供应缺口将增大。因此，石油和其他大宗商品市场必然呈现周期性复苏。\n再次，国际投行推波助澜。\n一些大型投资银行发布报告认为，世界大宗商品牛市仍未结束。在过去3个月里，原油价格已经上涨约50%，目前处于加速上扬过程中。因此，世界大宗商品已经开启新的超级周期，而且这一周期将持续10年左右。\n根据高盛的研究，对冲通胀上升预期、美元疲软以及异常宽松的货币政策，这些都是大宗商品反弹的关键驱动因素。高盛在去年10月就曾准确预测大宗商品将迎来牛市行情。高盛认为，潜在因素将支撑新的超级周期出现，包括疫苗上市、全球经济在大型刺激计划推动下恢复增长、极度宽松的货币政策、上升且被容忍的通货膨胀以及“欧佩克+”减产预期等。\n人们从中可以清楚地看到美国投行如何影响金融市场。当前石油价格上涨更多表现为投机资金的推动，而不是石油市场本身供求关系发生根本变化。据透露，截至2月9日的一周内，对冲基金对全球24种主要大宗商品期货的多头押注增加了5%，相当于1437亿美元的名义价值，其中布伦特原油期货的净多头头寸升至28个月以来的最高水平。与此同时，彭博商品指数也被推高至27个月以来的高点。投机风气之盛可见一斑。\n从长远看，历史上曾经辉煌无比的黑金产业已经开始缓缓落幕，让位给更加绿色的可再生能源。即使全球经济从2022年开始全面复苏，拉动石油需求，这一正增长会持续多久也很难说。总之，高油价时代已经一去不复返了，决定和影响油价的因素依旧复杂。","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387791325,"gmtCreate":1613783828367,"gmtModify":1704884959227,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387791325","repostId":"1104184357","repostType":4,"repost":{"id":"1104184357","kind":"news","pubTimestamp":1613783363,"share":"https://ttm.financial/m/news/1104184357?lang=en_US&edition=fundamental","pubTime":"2021-02-20 09:09","market":"sh","language":"zh","title":"FTSE Russell: It is expected to bring US $100 million in incremental funds to the Science and Technology Innovation Board","url":"https://stock-news.laohu8.com/highlight/detail?id=1104184357","media":"中国证券报","summary":"科创板即将迎来增量资金。\n2月19日晚间，富时罗素在官网公告3月半年度评审结果。此次富时罗素共纳入129只A股股票，包含11只科创板股票。这是科创板股票首次进入全球指数。本次剔除的中国股票为港股和中概","content":"<p><div>Science and technology innovation board is about to usher in incremental funds. On the evening of February 19, FTSE Russell announced the results of the March semi-annual review in official website. This time, FTSE Russell included a total of 129 A-share stocks, including 11 science and technology innovation board stocks. This is the first time that science and technology innovation board stocks have entered the global index. The Chinese stocks excluded this time are Hong Kong stocks and Chinese concept stocks, excluding A shares. The review results will take effect at the close of trading on Friday, March 19th. In an exclusive interview with a reporter from China Securities Journal, FTSE Russell said that the one-time inclusion of stocks on the Science and Technology Innovation Board with an inclusion factor of 25% is expected to bring US $100 million (approximately 646 million yuan) to the Science and Technology Innovation Board Increment...</p><p><a href=\"http://mp.weixin.qq.com/s/-8tgAQV84yAJHyEcEZNYfg\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FTSE Russell: It is expected to bring US $100 million in incremental funds to the Science and Technology Innovation Board</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\">\nFTSE Russell: It is expected to bring US $100 million in incremental funds to the Science and Technology Innovation Board\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-02-20 09:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Science and technology innovation board is about to usher in incremental funds. On the evening of February 19, FTSE Russell announced the results of the March semi-annual review in official website. This time, FTSE Russell included a total of 129 A-share stocks, including 11 science and technology innovation board stocks. This is the first time that science and technology innovation board stocks have entered the global index. The Chinese stocks excluded this time are Hong Kong stocks and Chinese concept stocks, excluding A shares. The review results will take effect at the close of trading on Friday, March 19th. In an exclusive interview with a reporter from China Securities Journal, FTSE Russell said that the one-time inclusion of stocks on the Science and Technology Innovation Board with an inclusion factor of 25% is expected to bring US $100 million (approximately 646 million yuan) to the Science and Technology Innovation Board Increment...</p><p><a href=\"http://mp.weixin.qq.com/s/-8tgAQV84yAJHyEcEZNYfg\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://mp.weixin.qq.com/s/-8tgAQV84yAJHyEcEZNYfg\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b5b023d0756895780c483e325f6fe3fd","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数","000688.SH":"科创50"},"source_url":"http://mp.weixin.qq.com/s/-8tgAQV84yAJHyEcEZNYfg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104184357","content_text":"科创板即将迎来增量资金。\n2月19日晚间，富时罗素在官网公告3月半年度评审结果。此次富时罗素共纳入129只A股股票，包含11只科创板股票。这是科创板股票首次进入全球指数。本次剔除的中国股票为港股和中概股，不含A股。评审结果将于3月19日（周五）收盘生效。\n富时罗素在接受中国证券报记者独家采访时表示，此次科创板股票一次性以25%的纳入因子纳入，预计将为科创板带来1亿美元（约合6.46亿元人民币）增量资金。富时罗素之所以在国际指数供应商中率先将科创板股票纳入，是基于市场参与者意见——海外投资者迫切希望在组合中添加科创板股票。\n预计将为科创板带来1亿美元增量资金\n富时罗素官网显示，此次纳入的11只科创板股票包括：睿创微纳、杭可科技、澜起科技、中国通号、中微公司、安集科技、西部超导、海尔生物、君实生物-U、康希诺-U、昊海生科等。\n在国际指数供应商中，富时罗素率先纳入科创板股票。对此，富时罗素亚太区指数政策负责人杜婉明表示，这是基于市场参与者意见。2020年，富时罗素对市场参与者针对科创板进行调查时，收到了积极反馈，很多市场参与者希望将科创板股票纳入组合以促进组合多元化。\n杜婉明。图片由富时罗素提供\n2月1日部分科创板股票进入了沪港通。按照富时罗素的指数纳入安排，进入富时罗素旗舰指数须先进入沪港通。2月科创板股票进入沪港通之后，在3月份富时罗素半年度评审将科创板股票纳入正当其时。\n2月1日，根据港交所公告，12只股票进入沪港通名单。此次，12只中仅复旦张江暂未进入富时罗素全球指数系列。\n杜婉明表示，此次科创板股票将以25%的纳入因子纳入。11只进入富时罗素全球指数系列，其中7只大盘或中盘将进入富时罗素新兴市场指数。连同其他进入中国A股指数的科创板股票，预计将为科创板股票带来1亿美元增量资金。\n科创板进入国际指数的进程刚刚开始。杜婉明说，目前科创板上市公司数量仍相对较少，因此今后一段时间内，纳入富时罗素旗舰指数的科创板股票与科创50指数成分股会有一定的重合度，但两家机构的指数编制侧重点不同，不会完全重合。\n就下一阶段A股纳入与监管保持沟通\n富时罗素于2020年6月完成对A股第一阶段的纳入。富时罗素何时启动下一阶段的纳入工作？杜婉明表示，富时罗素在与监管层就相关情况保持沟通。\n她表示，富时罗素每季度召开由市场参与机构代表组成的国家分类委员会，进一步提升A股的纳入因子需要这一委员会批准。富时罗素将在3月召开下一次的会议。在此之前，富时罗素已经向市场参与机构传达了中国在推进金融市场开放方面的举措。\n杜婉明表示，进一步提升A股纳入安排仍有部分问题待解决。\n首先是两地交易假期时间不一致，期待有关方面提供一些权宜的办法使得投资者在香港放假、内地仍在交易的情况下参与交易。\n第二是沪港通、深港通的股票范围进一步放开。目前虽然已经有超过1000只股票在互联互通的名单中，但仍有些满足富时罗素指数纳入规则的股票，因为没有进入互联互通机制而无法被纳入。如果互联互通股票范围放宽，会吸引更多的海外资金进入A股。\n第三，QFII/RQFII方面，事先融资(Pre-funding)和货款两讫（DVP）问题也待解决。\n第四，随着海外投资者A股投资增多，30%的持股上限日后可能会越来越容易触达。如果监管层能够放宽外国投资者持股上限，可能会吸引更多海外被动和主动增量资金。\n第五，港交所已经试行了综合交易账户Master SPSA，目前仍在测试阶段，富时罗素也在观测试行效果。\n将推出包括科技在内的中国主题投资指数\n富时罗素亚太区董事总经理及伦敦证券交易所集团投资支持方案业务亚太区主管白美兰说，2021年富时罗素将进一步丰富产品线。伦敦证券交易所集团(LSEG)与路孚特在2月1日完成合并。\n白美兰。图片由富时罗素提供\n她表示，该合并可进一步加强富时罗素在中国的布局，提供更全面的数据、指数、分析和金融市场工作流程解决方案，包括实时和历史市场数据为富时罗素在中国的发展和投资方案业务带来强大的支持，更具优势开发更多适应中国市场的产品。日后富时罗素将推出包括科技等在内的更多中国主题投资指数。\n本次纳入的129只A股股票\n根据富时罗素官网名单整理","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9,"000688.SH":0.9,"RTYmain":1}},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385505941,"gmtCreate":1613560498783,"gmtModify":1704882032881,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385505941","repostId":"1177320813","repostType":4,"repost":{"id":"1177320813","kind":"news","pubTimestamp":1613555788,"share":"https://ttm.financial/m/news/1177320813?lang=en_US&edition=fundamental","pubTime":"2021-02-17 17:56","market":"hk","language":"zh","title":"JD Logistics is competing for expectations: Make money for JD, don't rely on JD to support your family","url":"https://stock-news.laohu8.com/highlight/detail?id=1177320813","media":"36氪","summary":"第三方收入占比近50%，京东持股近80%，且在多年亏损后，京东物流止亏趋势向好。","content":"<p>Text/Angel</p><p>JD Logistics, which helped JD.com establish its core competitiveness and later spun off and operated, finally went public.</p><p>On the evening of February 16, JD Logistics submitted a prospectus on the Hong Kong Stock Exchange and officially launched its IPO, becoming the third subsidiary of JD Group to conduct an IPO. According to the prospectus, the joint sponsors of JD Logistics' IPO include Bank of America, Goldman Sachs, Haitong International, etc. According to previous reports, the valuation of JD Logistics may reach about 40 billion US dollars.</p><p>At present, among the major domestic express delivery companies, SF Express and \"three links and one delivery\", except for the leading boss SF Holdings, which has a market value of more than 500 billion yuan, the market value of the other four companies is below 50 billion yuan. JD Logistics' expected 40 billion US dollars will firmly sit in the second place.</p><p>At the same time as the release of the prospectus, JD Group announced that it plans to spin off JD Logistics by independently listing JD Logistics shares on the main board of the Hong Kong Stock Exchange. However, the details of the spin-off plan have not yet been finalized, including the scale and structure of the global offering. Upon completion of the proposed spin-off, JD will continue to indirectly hold more than 50% of JD Logistics.</p><p><b>The revenue scale is less than half of SF Express, and third-party revenue accounts for nearly 50%</b></p><p>In terms of revenue, JD Logistics' revenue reached 49.5 billion yuan in the first three quarters of 2020, a year-on-year increase of 43.2%. This figure was 37.9 billion yuan and 49.8 billion yuan in 2018 and 2019 respectively. In comparison, SF Express's revenue during the same period was 90.942 billion yuan, 112.193 billion yuan, and 109.593 billion yuan, respectively. The gap in the revenue scale of JD Logistics is still obvious.</p><p>In terms of gross profit, the gross profit of JD Logistics in 2018, 2019, and the first nine months of 2020 was 1.08 billion yuan, 3.432 billion yuan, and 5.418 billion yuan, respectively, and the gross profit margin increased from 2.9% in 2018 to the first nine months of 2020. 10.9%, and the gross profit margin in the same period last year was 8.5%.</p><p>After years of losses, JD Logistics' trend of stopping losses is improving. In 2018, 2019 and the first nine months of 2020, JD Logistics lost 2.8 billion yuan, 2.2 billion yuan and 11.7 million yuan respectively. However, we also mentioned before that in the past three quarters, JD Logistics actually continued to expand personnel recruitment, and strengthened the coverage of sinking markets and investment in C-end packaging business. Logistics, health, overseas, cloud, etc.) lost more than 700 million, and the loss rate reached 6%.</p><p>The reason why JD Logistics was able to stop losing 17.7 million yuan in the third quarter of 2020 is due to the fair value gain and loss of 1.556 billion yuan. If this part is added, JD Logistics' loss as of the third quarter of last year is still as high as nearly 1.6 billion yuan, while the loss in the same period last year was 996 million yuan.</p><p><img src=\"https://static.tigerbbs.com/fe17e3ce45e93d9c50e148a3ab760eb4\" tg-width=\"550\" tg-height=\"116\" referrerpolicy=\"no-referrer\">JD Logistics Revenue Source: JD Logistics Prospectus</p><p>Thanks to the full opening that began in 2017, the proportion of external customer revenue of JD Logistics has continued to increase, from 29.9% in 2018 and 38.4% in 2019 to 43.4% in the first nine months of 2020. Excessive dependence is weakening.</p><p>In terms of spin-off, the revenue types of JD Logistics are mainly divided into two parts: revenue from customers in the integrated supply chain and revenue from other customers. The classification standard is whether customers use the warehouse distribution services provided by JD.</p><p>Taking JD's POP platform business as an example, JD Logistics mainly provides four types of warehouse distribution services: SOP, FBP, LBP and Sopl, and charges different fees according to different warehouse distribution services.</p><p><img src=\"https://static.tigerbbs.com/aba4f20da311931e7a16db725236e339\" tg-width=\"550\" tg-height=\"121\" referrerpolicy=\"no-referrer\">Four major warehouse allocation models under JD.com's POP platform</p><p>According to the prospectus, in 2018, 2019, and the first nine months of 2020, JD Logistics' revenue from integrated supply chain customers was 34.15 billion, 41.837 billion, and 39.141 billion yuan respectively, accounting for 90.2% and 83.9% of the total revenue respectively.% and 79.1%. The number of integrated supply chain customers increased from 32,465 at the end of 2018 to 46,083 on September 30, 2020, an increase of 42%.</p><p><img src=\"https://static.tigerbbs.com/10899147f898715793f3b0a53187a84d\" tg-width=\"550\" tg-height=\"130\" referrerpolicy=\"no-referrer\">JD Logistics Revenue Type Source: JD Logistics Prospectus</p><p>The biggest cost of JD Logistics comes from employee benefits. This cost increased from 17.071 billion in 2018 to 17.889 billion in the first three quarters of 2020, and its proportion dropped from 45.1% to 36.1%. In contrast, the proportion of outsourcing costs has increased from 27.7% to 32.8%. From this point of view, JD.com is also increasing its dependence on third-party warehousing and distribution teams. As of the end of 2020, JD Logistics has more than 250,000 employees, including more than 240,000 front-line employees in warehousing, express delivery, and customer service.</p><p><img src=\"https://static.tigerbbs.com/d62901e8c882d79089dc380d1e4ce153\" tg-width=\"550\" tg-height=\"159\" referrerpolicy=\"no-referrer\">JD Logistics Operating Cost Source: JD Logistics Prospectus</p><p>In addition, in the past three years, JD Logistics has continued to increase its investment in technology research and development. In the 11 quarters from 2018 to the third quarter of 2020, JD Logistics' cumulative technology investment reached 4.6 billion, showing a growing trend. In these 11 quarters, JD's logistics technology investment accounted for an average of 3.4% of its revenue in the same period, leading the industry.</p><p>JD.com holds nearly 80% of the shares and successfully completes the betting</p><p>Since its independent operation in 2017, JD Logistics' only financing record occurred in February 2018. Investors of US $2.5 billion include Hillhouse Capital, Sequoia China, China Merchants Group, Tencent, China Life, CDB Fund of Funds, etc. Many institutions.</p><p>After the completion of this round of financing, JD Group holds 81.4% of the shares of JD Logistics, with a valuation of US $13.5 billion. The listing gambling agreement behind this financing also requires JD.com to complete the listing within three years, and the deadline is March 2021. Now it seems that JD Logistics is likely to successfully complete the gambling.</p><p>According to the prospectus, before the IPO, JD Group held 79.12% of the shares of JD Logistics, Tencent's Image Architecture Investment (Hong Kong) Co., Ltd. held 0.24%, and Hillhouse's HHJL Holdings Limited held 2.9%. If it is listed at a valuation of 40 billion US dollars, the investment income brought by JD Logistics to JD Group will reach at least 20 billion US dollars.</p><p>Since last year, the logistics industry has been surging. After Jitu disrupted the situation as a dark horse, many express delivery companies have reported financing or secondary listing, which has also put pressure on JD Logistics.</p><p>At the end of May last year, ABS, a warehousing and logistics facility in Suning.cn, was approved by Shenzhen Stock Exchange, and the planned issuance amount of the bond was 2.654 billion yuan. In the following August, YUNDA Holding Investment Limited (\"YDHI\"), an overseas wholly-owned subsidiary of Yunda Holdings, completed the issuance of US $500 million of bonds overseas. At the end of November, through Alibaba's fixed increase plan, Yuantong received 3.8 billion yuan in funds from Ali. Even SF Express reported in November that it would IPO its express delivery business in Hong Kong and realize the secondary listing to raise US $5 billion.</p><p>At present, JD Logistics' service products mainly include warehouse distribution, express delivery, large items, cold chain, cross-border, etc. After acquiring Cross-border Express for RMB 3 billion in August last year, JD Logistics made up for its short board in limited-hour transportation.</p><p>However, the continuous price war has intensified the financial pressure, especially when the grocery shopping war is in full swing. JD Logistics needs to go public for blood transfusion to make full preparations for the construction of logistics facilities in the sinking market.</p><p>During this year's epidemic, JD Logistics has built a good reputation with years of infrastructure construction. However, if it wants to create another JD.com in competition with rivals such as SF Express, it needs greater efforts to increase its market share and scale, especially to explore more markets other than its own e-commerce parts. These are new stories that JD Logistics needs to hand over to the capital market after its listing.</p>","source":"36k","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>JD Logistics is competing for expectations: Make money for JD, don't rely on JD to support your family</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\">\nJD Logistics is competing for expectations: Make money for JD, don't rely on JD to support your family\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-02-17 17:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Text/Angel</p><p>JD Logistics, which helped JD.com establish its core competitiveness and later spun off and operated, finally went public.</p><p>On the evening of February 16, JD Logistics submitted a prospectus on the Hong Kong Stock Exchange and officially launched its IPO, becoming the third subsidiary of JD Group to conduct an IPO. According to the prospectus, the joint sponsors of JD Logistics' IPO include Bank of America, Goldman Sachs, Haitong International, etc. According to previous reports, the valuation of JD Logistics may reach about 40 billion US dollars.</p><p>At present, among the major domestic express delivery companies, SF Express and \"three links and one delivery\", except for the leading boss SF Holdings, which has a market value of more than 500 billion yuan, the market value of the other four companies is below 50 billion yuan. JD Logistics' expected 40 billion US dollars will firmly sit in the second place.</p><p>At the same time as the release of the prospectus, JD Group announced that it plans to spin off JD Logistics by independently listing JD Logistics shares on the main board of the Hong Kong Stock Exchange. However, the details of the spin-off plan have not yet been finalized, including the scale and structure of the global offering. Upon completion of the proposed spin-off, JD will continue to indirectly hold more than 50% of JD Logistics.</p><p><b>The revenue scale is less than half of SF Express, and third-party revenue accounts for nearly 50%</b></p><p>In terms of revenue, JD Logistics' revenue reached 49.5 billion yuan in the first three quarters of 2020, a year-on-year increase of 43.2%. This figure was 37.9 billion yuan and 49.8 billion yuan in 2018 and 2019 respectively. In comparison, SF Express's revenue during the same period was 90.942 billion yuan, 112.193 billion yuan, and 109.593 billion yuan, respectively. The gap in the revenue scale of JD Logistics is still obvious.</p><p>In terms of gross profit, the gross profit of JD Logistics in 2018, 2019, and the first nine months of 2020 was 1.08 billion yuan, 3.432 billion yuan, and 5.418 billion yuan, respectively, and the gross profit margin increased from 2.9% in 2018 to the first nine months of 2020. 10.9%, and the gross profit margin in the same period last year was 8.5%.</p><p>After years of losses, JD Logistics' trend of stopping losses is improving. In 2018, 2019 and the first nine months of 2020, JD Logistics lost 2.8 billion yuan, 2.2 billion yuan and 11.7 million yuan respectively. However, we also mentioned before that in the past three quarters, JD Logistics actually continued to expand personnel recruitment, and strengthened the coverage of sinking markets and investment in C-end packaging business. Logistics, health, overseas, cloud, etc.) lost more than 700 million, and the loss rate reached 6%.</p><p>The reason why JD Logistics was able to stop losing 17.7 million yuan in the third quarter of 2020 is due to the fair value gain and loss of 1.556 billion yuan. If this part is added, JD Logistics' loss as of the third quarter of last year is still as high as nearly 1.6 billion yuan, while the loss in the same period last year was 996 million yuan.</p><p><img src=\"https://static.tigerbbs.com/fe17e3ce45e93d9c50e148a3ab760eb4\" tg-width=\"550\" tg-height=\"116\" referrerpolicy=\"no-referrer\">JD Logistics Revenue Source: JD Logistics Prospectus</p><p>Thanks to the full opening that began in 2017, the proportion of external customer revenue of JD Logistics has continued to increase, from 29.9% in 2018 and 38.4% in 2019 to 43.4% in the first nine months of 2020. Excessive dependence is weakening.</p><p>In terms of spin-off, the revenue types of JD Logistics are mainly divided into two parts: revenue from customers in the integrated supply chain and revenue from other customers. The classification standard is whether customers use the warehouse distribution services provided by JD.</p><p>Taking JD's POP platform business as an example, JD Logistics mainly provides four types of warehouse distribution services: SOP, FBP, LBP and Sopl, and charges different fees according to different warehouse distribution services.</p><p><img src=\"https://static.tigerbbs.com/aba4f20da311931e7a16db725236e339\" tg-width=\"550\" tg-height=\"121\" referrerpolicy=\"no-referrer\">Four major warehouse allocation models under JD.com's POP platform</p><p>According to the prospectus, in 2018, 2019, and the first nine months of 2020, JD Logistics' revenue from integrated supply chain customers was 34.15 billion, 41.837 billion, and 39.141 billion yuan respectively, accounting for 90.2% and 83.9% of the total revenue respectively.% and 79.1%. The number of integrated supply chain customers increased from 32,465 at the end of 2018 to 46,083 on September 30, 2020, an increase of 42%.</p><p><img src=\"https://static.tigerbbs.com/10899147f898715793f3b0a53187a84d\" tg-width=\"550\" tg-height=\"130\" referrerpolicy=\"no-referrer\">JD Logistics Revenue Type Source: JD Logistics Prospectus</p><p>The biggest cost of JD Logistics comes from employee benefits. This cost increased from 17.071 billion in 2018 to 17.889 billion in the first three quarters of 2020, and its proportion dropped from 45.1% to 36.1%. In contrast, the proportion of outsourcing costs has increased from 27.7% to 32.8%. From this point of view, JD.com is also increasing its dependence on third-party warehousing and distribution teams. As of the end of 2020, JD Logistics has more than 250,000 employees, including more than 240,000 front-line employees in warehousing, express delivery, and customer service.</p><p><img src=\"https://static.tigerbbs.com/d62901e8c882d79089dc380d1e4ce153\" tg-width=\"550\" tg-height=\"159\" referrerpolicy=\"no-referrer\">JD Logistics Operating Cost Source: JD Logistics Prospectus</p><p>In addition, in the past three years, JD Logistics has continued to increase its investment in technology research and development. In the 11 quarters from 2018 to the third quarter of 2020, JD Logistics' cumulative technology investment reached 4.6 billion, showing a growing trend. In these 11 quarters, JD's logistics technology investment accounted for an average of 3.4% of its revenue in the same period, leading the industry.</p><p>JD.com holds nearly 80% of the shares and successfully completes the betting</p><p>Since its independent operation in 2017, JD Logistics' only financing record occurred in February 2018. Investors of US $2.5 billion include Hillhouse Capital, Sequoia China, China Merchants Group, Tencent, China Life, CDB Fund of Funds, etc. Many institutions.</p><p>After the completion of this round of financing, JD Group holds 81.4% of the shares of JD Logistics, with a valuation of US $13.5 billion. The listing gambling agreement behind this financing also requires JD.com to complete the listing within three years, and the deadline is March 2021. Now it seems that JD Logistics is likely to successfully complete the gambling.</p><p>According to the prospectus, before the IPO, JD Group held 79.12% of the shares of JD Logistics, Tencent's Image Architecture Investment (Hong Kong) Co., Ltd. held 0.24%, and Hillhouse's HHJL Holdings Limited held 2.9%. If it is listed at a valuation of 40 billion US dollars, the investment income brought by JD Logistics to JD Group will reach at least 20 billion US dollars.</p><p>Since last year, the logistics industry has been surging. After Jitu disrupted the situation as a dark horse, many express delivery companies have reported financing or secondary listing, which has also put pressure on JD Logistics.</p><p>At the end of May last year, ABS, a warehousing and logistics facility in Suning.cn, was approved by Shenzhen Stock Exchange, and the planned issuance amount of the bond was 2.654 billion yuan. In the following August, YUNDA Holding Investment Limited (\"YDHI\"), an overseas wholly-owned subsidiary of Yunda Holdings, completed the issuance of US $500 million of bonds overseas. At the end of November, through Alibaba's fixed increase plan, Yuantong received 3.8 billion yuan in funds from Ali. Even SF Express reported in November that it would IPO its express delivery business in Hong Kong and realize the secondary listing to raise US $5 billion.</p><p>At present, JD Logistics' service products mainly include warehouse distribution, express delivery, large items, cold chain, cross-border, etc. After acquiring Cross-border Express for RMB 3 billion in August last year, JD Logistics made up for its short board in limited-hour transportation.</p><p>However, the continuous price war has intensified the financial pressure, especially when the grocery shopping war is in full swing. JD Logistics needs to go public for blood transfusion to make full preparations for the construction of logistics facilities in the sinking market.</p><p>During this year's epidemic, JD Logistics has built a good reputation with years of infrastructure construction. However, if it wants to create another JD.com in competition with rivals such as SF Express, it needs greater efforts to increase its market share and scale, especially to explore more markets other than its own e-commerce parts. These are new stories that JD Logistics needs to hand over to the capital market after its listing.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/zen_PlzHY-LDj_2_-_GA7A\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://mp.weixin.qq.com/s/zen_PlzHY-LDj_2_-_GA7A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177320813","content_text":"文/董洁帮助京东建立起核心竞争力，后又分拆运营的京东物流终于上市了。2月16日晚间，京东物流在港交所提交招股书，正式启动IPO，成为京东集团旗下进行IPO的第三家子公司。招股书显示，京东物流本次IPO的联席保荐人包括美国银行、高盛、海通国际等。此前报道称，京东物流估值可能达到400亿美元左右。目前国内几大快递公司，顺丰以及“三通一达”中，除龙头老大顺丰控股市值超过5000亿之外，其余四家市值均在500亿元以下，京东物流预期中的的400亿美元将稳坐第二交椅。招股书发布同时，京东集团发布公告，拟通过以京东物流股份于香港联交所主板独立上市的方式分拆京东物流，但分拆计划的细节尚未敲定，包括全球发行的规模和结构。完成拟议的分拆后，京东将继续间接持有京东物流50%以上的股份。收入规模不及顺丰一半，第三方收入占比近50%从收入来看，2020年前三季度京东物流收入达到495亿元，同比增长43.2%，这一数字在2018年和2019年全年分别为379亿元和498亿元。相对比下，顺丰同期的收入分别为909.42亿、1121.93亿以及1095.93亿元，京东物流的收入规模差距仍然明显。毛利层面，京东物流2018年、2019年、2020年前9个月的毛利分别为10.8亿元、34.32亿元、54.18亿元，毛利率则从2018年的2.9%提升到了2020年前9个月的10.9%，去年同期毛利率为8.5%。在经历多年亏损后，京东物流止亏趋势向好。2018年、2019年及2020年前9个月京东物流分别亏损28亿元、22亿元及1170万元。不过我们之前也提到，过去的三季度，京东物流实际上在继续扩大人员招聘，并强化了下沉市场的覆盖以及在C端揽件业务上的投入，以物流为主的新业务（物流、健康、海外、云等）亏损超7个亿，亏损率达到了6%。之所以到2020年三季度京东物流能止亏到1770万，要归功于15.56亿元的公允价值损益，如果加上此部分，京东物流截至去年三季度的亏损仍然高达近16亿人民币，而上年同期期内亏损则为9.96亿元。京东物流收入  来源：京东物流招股书得益于2017年开始的全面开放，京东物流外部客户收入占比不断提升，从2018年的29.9%、2019年的38.4%提升至2020年前9个月的43.4%，对电商客户的过度依赖正在削弱。分拆来看，京东物流的收入类型主要分为两部分：来自一体化供应链客户收入和来自其他客户的收入，划分标准为客户是否使用京东提供的仓配服务。以京东POP平台业务为例，京东物流主要提供四种类型的仓配服务：SOP、FBP、LBP 以及Sopl，根据不同的仓配服务收取不同的费用。京东POP平台下四大仓配模式招股书显示，2018年、2019年、2020年前9个月，京东物流来自一体化供应链客户的收入分别为341.5亿、418.37亿和391.41亿元，占总收入的比重分别为90.2%，83.9%和79.1%。一体化供应链客户数量则从2018年底的32465家增长至2020年9月30日的46083家，增长42%。京东物流收入类型 来源：京东物流招股书京东物流的最大成本来自于员工福利，这一成本从2018年的170.71亿增长到了2020年前三季度的178.89亿，占比则从45.1%下降到了36.1%。相比之下，外包成本的支出的占比则从27.7%上升到了32.8%，由此看来，京东也在加大对于第三方仓配团队的依赖。截至2020年底，京东物流共有员工超过25万，其中仓储、快递、客服等一线员工超过24万。京东物流营业成本 来源：京东物流招股书此外，近三年，京东物流持续增加在技术研发上的投入，2018年至2020年第三季度的11个季度内，京东物流累计技术投入达到46亿，呈不断增长趋势。在这11个季度中，京东物流技术投入在同期收入的平均占比达到3.4%，领先同行业。京东持股近80%，成功完成对赌自2017年独立运营以来，京东物流仅有的一次融资记录发生在2018年2月份，25亿美元的投资方包括高瓴资本、红杉中国、招商局集团、腾讯、中国人寿、国开母基金等多家机构。该轮融资完成后，京东集团持有京东物流81.4%的股份，估值为135亿美元。这笔融资背后的上市对赌协议，也要求京东必须在三年内完成上市，最后期限则是2021年3月份。如今看来，京东物流很可能将成功完成对赌。招股书显示，IPO前，京东集团持有京东物流79.12%的股份，腾讯旗下意像架构投资（香港）有限公司持股为0.24%，高瓴旗下HHJL Holdings Limited 持股为2.9%，如果以400亿美金的估值上市，京东物流为京东集团带来的投资收益将最少达到200亿美金。自去年开始，物流行业风起云涌，极兔以黑马本色搅乱局势后，多家快递公司都传出了融资或二次上市的消息，这也给京东物流带来了压力。去年5月底，苏宁易购仓储物流设施ABS获深交所通过，该债券拟发行金额26.54亿元。随后的8月份，韵达股份境外全资子公司YUNDA Holding Investment Limited(“YDHI”)在境外完成5亿美元债券的发行。11月底，通过阿里巴巴的定增计划，圆通获得了来自阿里的38亿元资金。即使是顺丰，也在11月份传出了将快递业务在香港IPO，实现二次上市募资50亿美元的消息。目前，京东物流的服务产品主要包括仓配、快递快运、大件、冷链、跨境等，在去年8月以30亿人民币收购跨越速运后，京东物流补足了自己在限时速运上的短板。但不断地价格战加剧了资金压力，尤其是在买菜大战如火如荼的情况下，京东物流需要通过上市来输血，为下沉市场的物流设施建设做足准备。在今年的疫情期间，京东物流凭借多年的基础设施建设营造了良好口碑，但想要在与顺丰等对手的竞争中再造一个京东，还需要更大的力度来提升其市场份额和规模，尤其是发掘更多自身电商件以外的市场，这些都是京东物流上市后需要交给资本市场的新故事。","news_type":1,"symbols_score_info":{"JD":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383082572,"gmtCreate":1612807626696,"gmtModify":1704874572824,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383082572","repostId":"1127031845","repostType":4,"repost":{"id":"1127031845","kind":"news","pubTimestamp":1612838911,"share":"https://ttm.financial/m/news/1127031845?lang=en_US&edition=fundamental","pubTime":"2021-02-09 10:48","market":"us","language":"zh","title":"Revealed: Why did Musk invest in Bitcoin?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127031845","media":"华尔街见闻","summary":"比特币周二突破47000美元，创出纪录新高，比特币在亚洲市场早盘一度上涨6.3%，触及近47493美元，之后回吐了部分涨幅。昨日，特斯拉宣布，预计将开始接受比特币作为支付形式，根据新政策，特斯拉总共投资了15亿美元比特币。特斯拉创始人伊隆·马斯克近几个月来一直在为比特币背书，助推了比特币的猛涨。最重要的一个因素是，投资比特币和特斯拉的可能是同一批人。","content":"<p>Bitcoin broke through $47,000 on Tuesday, hitting a record high, and Bitcoin rose 6.3% to nearly $47,493 in early trading in Asian markets, before giving up some of its gains.</p><p>Yesterday, Tesla announced that it expects to begin accepting Bitcoin as a form of payment. According to the new policy, Tesla has invested a total of US $1.5 billion in Bitcoin. Tesla also said it will begin accepting Bitcoin as a payment method for its electric vehicles. Tesla's move is equivalent to the biggest support from mainstream companies for this controversial cryptocurrency at present. Tesla founder elon musk has been endorsing Bitcoin in recent months, fueling Bitcoin's surge.</p><p>As soon as the news came out, Bitcoin rose in the short term and quickly climbed to the $40,000 mark. After that, the momentum continued unabated. Bitcoin rose by 11% in the day to $43,172, setting a record high.</p><p><img src=\"https://static.tigerbbs.com/739520008340f9250bb97a3a3c14756a\" tg-width=\"803\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><b>The question is, why did Musk invest in Bitcoin?</b></p><p>The most important factor is that it may be the same people who are investing in Bitcoin and Tesla.</p><p>After comparing the price correlations of Tesla, Bitcoin and the S&P 500 in the past six months in an article, \"Forbes\" magazine columnist Leeor Shimron found that Tesla and Bitcoin have shown a strong correlation of 0.615 in the past six months, far exceeding the correlation between these two assets and the S&P 500.</p><p><img src=\"https://static.tigerbbs.com/9ad26e8fac71edced032064638360f2c\" tg-width=\"960\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p><b>The author believes that the reason for such a result may be that Tesla and Bitcoin have similar investor bases, not only have similar values, but also believe that technology can solve many social problems, and are generally optimistic.</b></p><p>In addition, retail investors account for a large proportion of investors holding the above two assets. Among them, Bitcoin originally started as a retail investor, and Tesla is also held by retail investors as a heavyweight stock of many funds.</p><p>At the same time, many people who invest in Tesla and Bitcoin are long-term holders with great confidence in them. These players are convinced of technology and its potential social impact. No matter how much these two assets fall, they will continue to hold them, no matter how volatile they are, they will be fearless.</p><p><b>Most notably, in front of Tesla and Bitcoin, millennials choose to enter the game!</b></p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>A previously published survey showed that among the stock assets held by millennials, Tesla and Bitcoin Trust Grayscale Bitcoin Trust ranked among the top five, accounting for more than Netflix,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And stock god Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway.</p><p><b>In addition, Musk has realized his tremendous energy in the digital currency market.</b></p><p>There have even been market analysts comparing Musk's influence on digital currencies with Federal Reserve Chairman Powell's influence on the U.S. stock market.</p><p>In the past few weeks, even if Musk just changed his \"Bitcoin\" signature on social media, or talked about how much he recognized digital currency in a live audio broadcast, digital currency would rise accordingly.</p><p>Musk's influence in the field of digital currency is not limited to Bitcoin, even the very niche digital currency Dogecoin can be rapidly increased because of Musk's words. This shows his extraordinary influence in this field.</p><p><b>Analyst: Tesla may open a new round of Bitcoin bull market</b></p><p>In the past nearly a year, a large amount of institutional investment has pushed up the price of Bitcoin.<b>Many analysts believe that Tesla's entry may attract more investment from large companies and open up a new round of room for currency price growth.</b></p><p>El-Erian, Allianz's chief economic adviser, said that Tesla's investment in Bitcoin will accelerate the process of digital currency going mainstream. Musk's deep dive into Bitcoin has helped legitimize Bitcoin's status as a real currency and provided investors with a real boost.</p><p>Mitch Steves, a market analyst at RBC Capital Markets, said,<b>Apple may be the next company to buy cryptocurrency and should develop Apple Wallet into a cryptocurrency exchange.</b></p><p>Steves said that if Apple Wallet is developed into a cryptocurrency exchange, it will create a huge growth market.</p><p>\"The Apple Wallet initiative is clearly a multi-billion-dollar opportunity for Apple (potentially more than $40 billion in annual revenue and limited R&D resources required),\" he wrote in a note to clients.</p><p>He said that companies such as Square and PayPal, as well as exchanges like Coinbase, confirm that the trading model is real business, and Apple will gain market share immediately if it enters the industry. Furthermore, Apple's ecosystem will provide greater security relative to its competitors.</p><p>Simon Peters, an analyst at online investment platform eToro, said: \"We can imagine that over time, more big-name companies will follow Tesla's lead and accept Bitcoin as a payment method.\"</p><p>Bulls: It's going to hit $50,000 this weekend</p><p><b>Amid the high market sentiment, bulls believe that the currency price will rush to $50,000 this weekend.</b></p><p>Peters said: \"The world is developing more and more online, and Bitcoin is the core of online transactions. With the support of a multi-billion-dollar company, the price of Bitcoin is likely to reach $50,000 by the end of this week.\"</p><p>Konstantin Anisimov, executive director of cryptocurrency exchange CEX.IO, also made an optimistic forecast for Bitcoin prices based on trading data. He said:</p><p>Bitcoin's uptrend will be continued by a new round of growth. We believe that $48,051 is the current target price, and the currency price may rise to $50,000 this month.<b>The figure of $48,051 is based on operational technical analysis. If Tesla leads a wave of Bitcoin investment from the corporate sector, then that number will be broken soon.</b><b>However, investors need to note that as U.S. bond yields and the U.S. dollar rebound, both Tesla and Bitcoin will face downside risks in the future. If there is a big drop, Tesla and Bitcoin may also fall simultaneously.</b></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Revealed: Why did Musk invest in Bitcoin?</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\">\nRevealed: Why did Musk invest in Bitcoin?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-02-09 10:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bitcoin broke through $47,000 on Tuesday, hitting a record high, and Bitcoin rose 6.3% to nearly $47,493 in early trading in Asian markets, before giving up some of its gains.</p><p>Yesterday, Tesla announced that it expects to begin accepting Bitcoin as a form of payment. According to the new policy, Tesla has invested a total of US $1.5 billion in Bitcoin. Tesla also said it will begin accepting Bitcoin as a payment method for its electric vehicles. Tesla's move is equivalent to the biggest support from mainstream companies for this controversial cryptocurrency at present. Tesla founder elon musk has been endorsing Bitcoin in recent months, fueling Bitcoin's surge.</p><p>As soon as the news came out, Bitcoin rose in the short term and quickly climbed to the $40,000 mark. After that, the momentum continued unabated. Bitcoin rose by 11% in the day to $43,172, setting a record high.</p><p><img src=\"https://static.tigerbbs.com/739520008340f9250bb97a3a3c14756a\" tg-width=\"803\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><b>The question is, why did Musk invest in Bitcoin?</b></p><p>The most important factor is that it may be the same people who are investing in Bitcoin and Tesla.</p><p>After comparing the price correlations of Tesla, Bitcoin and the S&P 500 in the past six months in an article, \"Forbes\" magazine columnist Leeor Shimron found that Tesla and Bitcoin have shown a strong correlation of 0.615 in the past six months, far exceeding the correlation between these two assets and the S&P 500.</p><p><img src=\"https://static.tigerbbs.com/9ad26e8fac71edced032064638360f2c\" tg-width=\"960\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p><b>The author believes that the reason for such a result may be that Tesla and Bitcoin have similar investor bases, not only have similar values, but also believe that technology can solve many social problems, and are generally optimistic.</b></p><p>In addition, retail investors account for a large proportion of investors holding the above two assets. Among them, Bitcoin originally started as a retail investor, and Tesla is also held by retail investors as a heavyweight stock of many funds.</p><p>At the same time, many people who invest in Tesla and Bitcoin are long-term holders with great confidence in them. These players are convinced of technology and its potential social impact. No matter how much these two assets fall, they will continue to hold them, no matter how volatile they are, they will be fearless.</p><p><b>Most notably, in front of Tesla and Bitcoin, millennials choose to enter the game!</b></p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>A previously published survey showed that among the stock assets held by millennials, Tesla and Bitcoin Trust Grayscale Bitcoin Trust ranked among the top five, accounting for more than Netflix,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And stock god Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway.</p><p><b>In addition, Musk has realized his tremendous energy in the digital currency market.</b></p><p>There have even been market analysts comparing Musk's influence on digital currencies with Federal Reserve Chairman Powell's influence on the U.S. stock market.</p><p>In the past few weeks, even if Musk just changed his \"Bitcoin\" signature on social media, or talked about how much he recognized digital currency in a live audio broadcast, digital currency would rise accordingly.</p><p>Musk's influence in the field of digital currency is not limited to Bitcoin, even the very niche digital currency Dogecoin can be rapidly increased because of Musk's words. This shows his extraordinary influence in this field.</p><p><b>Analyst: Tesla may open a new round of Bitcoin bull market</b></p><p>In the past nearly a year, a large amount of institutional investment has pushed up the price of Bitcoin.<b>Many analysts believe that Tesla's entry may attract more investment from large companies and open up a new round of room for currency price growth.</b></p><p>El-Erian, Allianz's chief economic adviser, said that Tesla's investment in Bitcoin will accelerate the process of digital currency going mainstream. Musk's deep dive into Bitcoin has helped legitimize Bitcoin's status as a real currency and provided investors with a real boost.</p><p>Mitch Steves, a market analyst at RBC Capital Markets, said,<b>Apple may be the next company to buy cryptocurrency and should develop Apple Wallet into a cryptocurrency exchange.</b></p><p>Steves said that if Apple Wallet is developed into a cryptocurrency exchange, it will create a huge growth market.</p><p>\"The Apple Wallet initiative is clearly a multi-billion-dollar opportunity for Apple (potentially more than $40 billion in annual revenue and limited R&D resources required),\" he wrote in a note to clients.</p><p>He said that companies such as Square and PayPal, as well as exchanges like Coinbase, confirm that the trading model is real business, and Apple will gain market share immediately if it enters the industry. Furthermore, Apple's ecosystem will provide greater security relative to its competitors.</p><p>Simon Peters, an analyst at online investment platform eToro, said: \"We can imagine that over time, more big-name companies will follow Tesla's lead and accept Bitcoin as a payment method.\"</p><p>Bulls: It's going to hit $50,000 this weekend</p><p><b>Amid the high market sentiment, bulls believe that the currency price will rush to $50,000 this weekend.</b></p><p>Peters said: \"The world is developing more and more online, and Bitcoin is the core of online transactions. With the support of a multi-billion-dollar company, the price of Bitcoin is likely to reach $50,000 by the end of this week.\"</p><p>Konstantin Anisimov, executive director of cryptocurrency exchange CEX.IO, also made an optimistic forecast for Bitcoin prices based on trading data. He said:</p><p>Bitcoin's uptrend will be continued by a new round of growth. We believe that $48,051 is the current target price, and the currency price may rise to $50,000 this month.<b>The figure of $48,051 is based on operational technical analysis. If Tesla leads a wave of Bitcoin investment from the corporate sector, then that number will be broken soon.</b><b>However, investors need to note that as U.S. bond yields and the U.S. dollar rebound, both Tesla and Bitcoin will face downside risks in the future. If there is a big drop, Tesla and Bitcoin may also fall simultaneously.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3619963\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3619963","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1127031845","content_text":"比特币周二突破47000美元，创出纪录新高，比特币在亚洲市场早盘一度上涨6.3%，触及近47493美元，之后回吐了部分涨幅。昨日，特斯拉宣布，预计将开始接受比特币作为支付形式，根据新政策，特斯拉总共投资了15亿美元比特币。特斯拉还表示：将开始接受比特币作为其电动汽车的付款方式。特斯拉的举动相当于是目前主流公司对这一颇具争议加密货币的最大力度支持。特斯拉创始人伊隆·马斯克近几个月来一直在为比特币背书，助推了比特币的猛涨。消息一出，比特币短线拉升，迅速攀上4万美元关口，之后势头不减，比特币日内涨幅达11%，报43172美元，并创下历史新高。问题来了，马斯克为啥投资比特币？最重要的一个因素是，投资比特币和特斯拉的可能是同一批人。《福布斯》杂志专栏作者Leeor Shimron在一篇文章中将特斯拉、比特币和标普500指数在过去六个月的价格相关性进行比较之后发现，特斯拉和比特币在过去六个月里表现出了0.615的强相关性，远超这两种资产与标普500指数之间的相关性。作者认为，会得出这样的结果，其原因可能是，特斯拉与比特币的投资者基础相似，不仅有着类似的价值观，相信技术可以解决许多社会问题，一般也比较乐观。此外，持有上述两种资产的投资者当中，散户占了很大一部分比例。其中，比特币本来就是靠散户起家，特斯拉也作为很多基金的权重股而被散户持有。与此同时，还有很多投资特斯拉和比特币的人都是对它们极具信心的长期持有者。这部分玩家对技术及其潜在的社会影响深信不疑，无论手头的这两种资产怎么跌，都仍将继续持有，波动性再高也无所畏惧。最值得注意的是，在特斯拉和比特币面前，千禧一代选择入局！嘉信理财此前公布的一项调查结果显示，在千禧一代所持有股票资产中，特斯拉和比特币信托Grayscale Bitcoin Trust排名前五，占比超过了奈飞、微软、阿里巴巴和股神巴菲特旗下的伯克希尔·哈撒韦。此外，马斯克已经意识到了自己在数字货币市场中的巨大能量。甚至已经有市场分析将马斯克对数字货币的影响力，和美联储主席鲍威尔对美国股市的影响力相提并论。在过去几周中，哪怕马斯克只是在社交媒体上改个“比特币”的签名，或者是在音频直播中谈到自己多么认可数字货币，数字货币就会应声上涨。马斯克在数字货币领域的影响力不仅局限在比特币上，就连非常小众的数字货币狗狗币，也能因为马斯克的一句话急速拉升。可见他在这一领域非同寻常的影响力。分析师：特斯拉或将打开新一轮比特币牛市过去近一年，大量机构投资推高了比特币的价格。不少分析师认为，特斯拉的入局可能吸引更多来自大公司的投资，打开币价新一轮的上涨空间。安联首席经济顾问El-Erian表示，特斯拉投资比特币将加快数字货币走向主流的进程。马斯克对比特币的深入涉足有助于使比特币作为一种真正的货币的地位合法化，并为投资者提供了真正的提振。加拿大皇家银行资本市场市场分析师Mitch Steves称，苹果可能是下一家购买加密货币的公司，且应该将Apple Wallet发展成为一个加密货币交易所。Steves表示，如果将苹果钱包开发成加密货币交易所，这将创造出巨大的增长市场。他在给客户的一份报告中写道：“苹果钱包计划对于苹果公司而言显然是一个数十亿美元的机会（潜在的年收入超过400亿美元，而需要的研发资源有限）。”他说，诸如Square和PayPal之类的公司，以及像Coinbase这样的交易所，都证实了该交易模型是真实的业务，如果进入该行业，苹果将立即获得市场份额。 此外，相对于竞争对手，苹果的生态系统将提供更高的安全性。在线投资平台eToro分析师Simon Peters表示：“我们可以想象，随着时间的推移，还有更多名头响当当的公司效仿特斯拉，接受比特币作为支付方式。”多头：本周末就要冲上5万美元高昂的市场情绪中，多头认为币价本周末就要冲上5万美元。Peters称：“世界越来越向网上发展，比特币是网上交易的核心。有了一家价值数十亿美元的公司的支持，到本周末，比特币的价格很可能会达到5万美元。”加密货币交易所CEX.IO 执行董事Konstantin Anisimov也基于交易数据对比特币价格做出了乐观预测。他说：比特币的上升趋势将被新一轮的增长所延续。我们认为48051美元是当下的目标价位，本月内币价可能会涨到5万美元。48051美元这个数字是基于操作技术分析得出的。如果特斯拉引领了一波来自企业领域的比特币投资浪潮，那么这一数字将很快被攻破。不过，投资者需要注意的是，随着美债收益率和美元反弹，未来无论是特斯拉还是比特币，都会面临下跌风险。如果遭遇大跌，特斯拉和比特币也可能同步下跌。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314744623,"gmtCreate":1612387089062,"gmtModify":1704870533822,"author":{"id":"3573763491905273","authorId":"3573763491905273","name":"Tiang","avatar":"https://static.tigerbbs.com/673a299b7220afa53cc9437e7118726e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573763491905273","authorIdStr":"3573763491905273"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/0b18b2bac1bcf2b38c6e0fa9a2f428e6","width":"1125","height":"3487"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314744623","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}