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2021-06-15

Omg

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2021-06-15

Niceee

These 3 Internet of Things Companies Have Incredibly Wide Moats

2021-06-15

Tiger is here ❤️

一张图读懂滴滴招股书：遍布15国，日均单量4100万

2021-06-15

Tiger is here!!

以史为鉴，美国通胀飙升后的演绎与影响

2021-02-09

Great ariticle, would you like to share it?

@TigerFeatures:【Call/Put Ratio】幫助說明

2021-02-04

Buy or sell?

@NickQian:$荔枝(LIZI)$小目標，80

2021-02-04

Wdyt??‍♀️

Go to Tiger App to see more news

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08:11","market":"us","language":"en","title":"These 3 Internet of Things Companies Have Incredibly Wide Moats","url":"https://stock-news.laohu8.com/highlight/detail?id=2143785622","media":"Motley Fool","summary":"The world is getting more connected, but these businesses have some advantages over their peers.","content":"<p>The Internet of Things -- or IoT, a catch-all phrase for devices getting connected to the internet or another private network -- is reaching mind-boggling proportions. There are more \"things\" connected to the internet than there are people, and annual spending to manage this interconnected and still-expanding patchwork of electronic devices is worth hundreds of billions of dollars a year.</p>\n<p>The IoT is a total feeding trough, and it can be difficult to sift through those companies that have a \"wide moat\" (those with a competitive edge over their peers) from those simply benefiting from a rising tide. Three Fool.com contributors are here to help, and think that Google parent <b>Alphabet </b>(NASDAQ:GOOGL)(NASDAQ:GOOG), <b>MongoDB </b>(NASDAQ:MDB), and <b>Ouster </b>(NYSE:OUST) have a wide moat that separates them from the pack.</p>\n<h2>Sometimes the best competitive advantage is a mountain of cash</h2>\n<p><b>Nicholas Rossolillo (Alphabet): </b>Google is an inseparable part of the very fabric of the internet. Countless billions of web searches are made every day, and Google profits from its utilitarian tech service primarily via advertising. It isn't the sexiest business model, and it's <a href=\"https://laohu8.com/S/AONE\">one</a> that has come under fire in recent years -- but it isn't going away anytime soon. As the internet and its application in everyday life evolves in the decades to come, Google will be a utility company helping govern its basic functionality.</p>\n<p>Besides not really having any serious competition in web search itself (besides maybe <b><a href=\"https://laohu8.com/S/FB\">Facebook</a> </b>(NASDAQ:FB), which dominates the social media side of the internet), Google has a mountain of cash. At the end of March 2021, it had over $135 billion in cash and equivalents, another $25.3 billion in non-marketable investments, offset by debt of only $13.9 billion. This is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the deepest-pocketed organizations on the planet, and it's still filling up its coffers. Total Google revenue was $197 billion over the last trailing-12-month stretch and had an operating profit margin of over 25%.</p>\n<p>Google funnels tens of billions every year into developing IoT technology -- like its Pixel smartphones and Nest smart home devices, as well as Fitbit, which it acquired at the beginning of 2021 for a meager sum (in Google terms) of $2.1 billion. More speculative investments include self-driving vehicle company Waymo and AI researcher DeepMind. Then there are IoT services like cloud and edge computing via Google Cloud, Google Pay, Google Fiber, and mobile provider Google Fi. The list goes on.</p>\n<p>The point is, Google is using its dominant internet search engine to power all sorts of other ancillary businesses. If I had to think of only one wide moat IoT business, I think Google is as close to bulletproof as they come.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F630438%2Fsmartphone-millennials-getty-6217.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"432\"><span>Image source: Getty Images.</span></p>\n<h2>Next-generation databases for the IoT age</h2>\n<p><b>Anders Bylund (MongoDB):</b> You know you have an insurmountable moat when the competitors you're disrupting are starting to copy you. It's even better if the traditionalists can't quite pin down why your groundbreaking technologies are doing so well in the market, causing their copycat ideas to miss the mark.</p>\n<p>That's where MongoDB stands today. The NoSQL database specialist has carved out an impressive market space for itself in the massive global market for database products and services. In particular, MongoDB's cloud-based Atlas platform is winning customers hand over fist. The ultra-flexible structure of NoSQL databases makes them perfect for managing messy and unstructured data, like the sensor readings and user inputs that come from IoT devices.</p>\n<p>MongoDB's sales rose 39% year over year in last week's first-quarter report. Atlas revenue skyrocketed 73% higher and now accounts for more than half of the company's total quarterly sales. This high-growth company is already generating positive free cash flows, setting the stage for further investments in business-boosting products and services as well as positive bottom-line earnings somewhere down the road.</p>\n<p>At the same time, SQL database giant <b>Oracle</b> (NYSE:ORCL) posted just 3% revenue growth in its latest quarterly report. Cloud-based services delivered just enough growth to make up for Oracle's lost contracts in the data center. Judging by Oracle's earnings call, cloud computing is the top priority at the expense of truly forward-looking development efforts. Management spent a lot of time on discussing cloud-based service delivery but never even mentioned customer deployments of converged databases, which is the closest thing Oracle has to a NoSQL solution. That's the wrong approach.</p>\n<p>So MongoDB's business is surging, and Oracle is just making a half-hearted attempt to keep up with the cool kids. The young upstart is stealing market share from the established competition, just as the IoT market enters an explosive growth phase of its own. Having the right database solution for this incredible target market should provide plenty of fuel for MongoDB's top-line growth in the years to come.</p>\n<h2>A new digital LiDAR company fresh off its SPAC and winning over new customers</h2>\n<p><b>Billy Duberstein (Ouster):</b> A main feature of the Internet of Things is the ability for machines to detect and respond to the world around them without human direction. One technology that will enable that functionality is LiDAR, a laser-based computer vision technology just coming into its own. You may know LiDAR from its use in self-driving cars, but the technology is also applicable for smart cities, factory automation, and robotics.</p>\n<p>Digital LiDAR company Ouster just merged with SPAC <a href=\"https://laohu8.com/S/CLA\">Colonnade Acquisition Corp</a>. in March, but is already making a big impression in 2021. Although the company generates minimal revenue today, its customer base is growing rapidly. Just since the fourth quarter 2020, Ouster's strategic customer agreements have quadrupled from 10 to 40, and its contracted revenue is up over 10 times, from $34 million to $385 million. Rapid price declines in digital LiDAR, combined with a tidal wave of demand for automation applications, could mean an inflection point for LiDAR companies generally and Ouster specifically.</p>\n<p>Ouster's advantage in LiDAR comes from a few different places. First, it has gone the digital route, which offers the potential for exponential improvement and greater simplicity versus analog LiDAR technology. The company has also chosen a single simple architecture that is configurable to each LiDAR application through software, allowing for efficient low-cost production even with customization for different end-markets.</p>\n<p>Additionally, while other LiDAR companies appear to be very focused on the self-driving car market, Ouster is actually just as focused across industrial automation, robotics, and smart cities as well. For instance, Ouster just won an exclusive smart city contract to supply speed enforcement systems in France. These other non-auto markets may actually be much more profitable than the autonomous vehicle market, which is not only more competitive but also proving very difficult to pull off.</p>\n<p>With a fresh $300 million from its SPAC deal, Ouster is ramping up production and accelerating its proprietary system-on-chip iteration from a two-year development cycle to a one-year development cycle. It may not be as strong a moat as in more established companies, but with a low-cost and flexible architecture, rapid speed of innovation, and large potential opportunity, Ouster may be developing into a consequential LiDAR company at the beginning of its adoption phase.</p>","source":"fool_stock","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>These 3 Internet of Things Companies Have Incredibly Wide Moats</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Internet of Things Companies Have Incredibly Wide Moats\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 08:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/13/these-3-internet-of-things-companies-have-incredib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Internet of Things -- or IoT, a catch-all phrase for devices getting connected to the internet or another private network -- is reaching mind-boggling proportions. There are more \"things\" ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/13/these-3-internet-of-things-companies-have-incredib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","ORCL":"甲骨文","OUST":"Ouster Inc.","MDB":"MongoDB Inc."},"source_url":"https://www.fool.com/investing/2021/06/13/these-3-internet-of-things-companies-have-incredib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143785622","content_text":"The Internet of Things -- or IoT, a catch-all phrase for devices getting connected to the internet or another private network -- is reaching mind-boggling proportions. There are more \"things\" connected to the internet than there are people, and annual spending to manage this interconnected and still-expanding patchwork of electronic devices is worth hundreds of billions of dollars a year.\nThe IoT is a total feeding trough, and it can be difficult to sift through those companies that have a \"wide moat\" (those with a competitive edge over their peers) from those simply benefiting from a rising tide. Three Fool.com contributors are here to help, and think that Google parent Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG), MongoDB (NASDAQ:MDB), and Ouster (NYSE:OUST) have a wide moat that separates them from the pack.\nSometimes the best competitive advantage is a mountain of cash\nNicholas Rossolillo (Alphabet): Google is an inseparable part of the very fabric of the internet. Countless billions of web searches are made every day, and Google profits from its utilitarian tech service primarily via advertising. It isn't the sexiest business model, and it's one that has come under fire in recent years -- but it isn't going away anytime soon. As the internet and its application in everyday life evolves in the decades to come, Google will be a utility company helping govern its basic functionality.\nBesides not really having any serious competition in web search itself (besides maybe Facebook (NASDAQ:FB), which dominates the social media side of the internet), Google has a mountain of cash. At the end of March 2021, it had over $135 billion in cash and equivalents, another $25.3 billion in non-marketable investments, offset by debt of only $13.9 billion. This is one of the deepest-pocketed organizations on the planet, and it's still filling up its coffers. Total Google revenue was $197 billion over the last trailing-12-month stretch and had an operating profit margin of over 25%.\nGoogle funnels tens of billions every year into developing IoT technology -- like its Pixel smartphones and Nest smart home devices, as well as Fitbit, which it acquired at the beginning of 2021 for a meager sum (in Google terms) of $2.1 billion. More speculative investments include self-driving vehicle company Waymo and AI researcher DeepMind. Then there are IoT services like cloud and edge computing via Google Cloud, Google Pay, Google Fiber, and mobile provider Google Fi. The list goes on.\nThe point is, Google is using its dominant internet search engine to power all sorts of other ancillary businesses. If I had to think of only one wide moat IoT business, I think Google is as close to bulletproof as they come.\nImage source: Getty Images.\nNext-generation databases for the IoT age\nAnders Bylund (MongoDB): You know you have an insurmountable moat when the competitors you're disrupting are starting to copy you. It's even better if the traditionalists can't quite pin down why your groundbreaking technologies are doing so well in the market, causing their copycat ideas to miss the mark.\nThat's where MongoDB stands today. The NoSQL database specialist has carved out an impressive market space for itself in the massive global market for database products and services. In particular, MongoDB's cloud-based Atlas platform is winning customers hand over fist. The ultra-flexible structure of NoSQL databases makes them perfect for managing messy and unstructured data, like the sensor readings and user inputs that come from IoT devices.\nMongoDB's sales rose 39% year over year in last week's first-quarter report. Atlas revenue skyrocketed 73% higher and now accounts for more than half of the company's total quarterly sales. This high-growth company is already generating positive free cash flows, setting the stage for further investments in business-boosting products and services as well as positive bottom-line earnings somewhere down the road.\nAt the same time, SQL database giant Oracle (NYSE:ORCL) posted just 3% revenue growth in its latest quarterly report. Cloud-based services delivered just enough growth to make up for Oracle's lost contracts in the data center. Judging by Oracle's earnings call, cloud computing is the top priority at the expense of truly forward-looking development efforts. Management spent a lot of time on discussing cloud-based service delivery but never even mentioned customer deployments of converged databases, which is the closest thing Oracle has to a NoSQL solution. That's the wrong approach.\nSo MongoDB's business is surging, and Oracle is just making a half-hearted attempt to keep up with the cool kids. The young upstart is stealing market share from the established competition, just as the IoT market enters an explosive growth phase of its own. Having the right database solution for this incredible target market should provide plenty of fuel for MongoDB's top-line growth in the years to come.\nA new digital LiDAR company fresh off its SPAC and winning over new customers\nBilly Duberstein (Ouster): A main feature of the Internet of Things is the ability for machines to detect and respond to the world around them without human direction. One technology that will enable that functionality is LiDAR, a laser-based computer vision technology just coming into its own. You may know LiDAR from its use in self-driving cars, but the technology is also applicable for smart cities, factory automation, and robotics.\nDigital LiDAR company Ouster just merged with SPAC Colonnade Acquisition Corp. in March, but is already making a big impression in 2021. Although the company generates minimal revenue today, its customer base is growing rapidly. Just since the fourth quarter 2020, Ouster's strategic customer agreements have quadrupled from 10 to 40, and its contracted revenue is up over 10 times, from $34 million to $385 million. Rapid price declines in digital LiDAR, combined with a tidal wave of demand for automation applications, could mean an inflection point for LiDAR companies generally and Ouster specifically.\nOuster's advantage in LiDAR comes from a few different places. First, it has gone the digital route, which offers the potential for exponential improvement and greater simplicity versus analog LiDAR technology. The company has also chosen a single simple architecture that is configurable to each LiDAR application through software, allowing for efficient low-cost production even with customization for different end-markets.\nAdditionally, while other LiDAR companies appear to be very focused on the self-driving car market, Ouster is actually just as focused across industrial automation, robotics, and smart cities as well. For instance, Ouster just won an exclusive smart city contract to supply speed enforcement systems in France. These other non-auto markets may actually be much more profitable than the autonomous vehicle market, which is not only more competitive but also proving very difficult to pull off.\nWith a fresh $300 million from its SPAC deal, Ouster is ramping up production and accelerating its proprietary system-on-chip iteration from a two-year development cycle to a one-year development cycle. It may not be as strong a moat as in more established companies, but with a low-cost and flexible architecture, rapid speed of innovation, and large potential opportunity, Ouster may be developing into a consequential LiDAR company at the beginning of its adoption phase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184165638,"gmtCreate":1623689647724,"gmtModify":1704208870201,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Tiger is here ❤️","listText":"Tiger is here ❤️","text":"Tiger is here ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184165638","repostId":"1140839418","repostType":2,"repost":{"id":"1140839418","pubTimestamp":1623382205,"share":"https://ttm.financial/m/news/1140839418?lang=&edition=fundamental","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书：遍布15国，日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息，美国当地时间周四，<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解）<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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>一张图读懂滴滴招股书：遍布15国，日均单量4100万</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一张图读懂滴滴招股书：遍布15国，日均单量4100万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184162651,"gmtCreate":1623689611073,"gmtModify":1704208869392,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Tiger is here!!","listText":"Tiger is here!!","text":"Tiger is here!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184162651","repostId":"1156453091","repostType":2,"repost":{"id":"1156453091","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴，美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11：</b>粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07：</b>走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09：</b>油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是<b>从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎，我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们<b>预计受到供给短缺的影响，未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度，密西根预期通胀率数据显示，2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为<b>共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：<b>通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。</b>有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>美联储过快收紧货币政策，地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解）</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴，美国通胀飙升后的演绎与影响</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以史为鉴，美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383096201,"gmtCreate":1612803640303,"gmtModify":1704874533666,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383096201","repostId":"398605170","repostType":1,"repost":{"id":398605170,"gmtCreate":1606881864290,"gmtModify":1704967527746,"author":{"id":"3562804614994746","authorId":"3562804614994746","name":"TigerFeatures","avatar":"https://static.tigerbbs.com/5a8e4414a77df621346870c2f7e7cab7","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562804614994746","authorIdStr":"3562804614994746"},"themes":[],"title":"【Call/Put Ratio】幫助說明","htmlText":"一、什麼是Call/Put&nbsp;RatioCall/Put&nbsp;Ratio實時展示所有Call和所有Put成交量的比值。二、如何使用Call/Put&nbsp;Ratio是個經典的期權技術指標，用來分析判斷當前市場上的情緒變化：根據一般經驗，當Call/Put很高時，意味着市場大量交易看漲期權；當Call/Put較低時，意味着市場大量交易看跌期權。此外，認爲大多數交易都是買入。注：此處的高位/低位虎友們可以從自己的投資經驗和具體標的出發，自行定義如下圖AAPL的期權所示，當Call/Put&nbsp;Ratio持續走高時，意味着市場越來越看好，股票價格可能水漲船高但是在實際場景中，它也是可以作爲反向指標來應用：如果Call/Put&nbsp;Ratio攀升至極端高位，則意味着市場已經處於超賣狀態，是買入的信號。反之如果極端低位，則處於超買狀態，是賣出的信號。如下圖的FB，期權市場在12/2日達到頂峯，買入Call的人數很多，但是股票市場卻在12/2日後一路下跌。因此請虎友們務必注意，僅僅依靠一個技術信號就進行交易是危險的，同時上文中都是用的期權成交量較多的股票，如果期權成交量不多，那麼此指標的意義也較低。我們誠懇建議，如果您真的要進行看多方向的交易，那麼除了Call/Put&nbsp;Ratio之外，最好還有其他技術指標（至少兩個）發出了看多信號，反之做空也是。此外，虎友們也可以根據自己的投資系統對Call/Put&nbsp;Ratio進行加權調整。舉例來說，根據《麥克米倫談期權》，美元加權後的Call/Put&nbsp;Ratio往往是個更好的反向指標。。三、功能入口","listText":"一、什麼是Call/Put&nbsp;RatioCall/Put&nbsp;Ratio實時展示所有Call和所有Put成交量的比值。二、如何使用Call/Put&nbsp;Ratio是個經典的期權技術指標，用來分析判斷當前市場上的情緒變化：根據一般經驗，當Call/Put很高時，意味着市場大量交易看漲期權；當Call/Put較低時，意味着市場大量交易看跌期權。此外，認爲大多數交易都是買入。注：此處的高位/低位虎友們可以從自己的投資經驗和具體標的出發，自行定義如下圖AAPL的期權所示，當Call/Put&nbsp;Ratio持續走高時，意味着市場越來越看好，股票價格可能水漲船高但是在實際場景中，它也是可以作爲反向指標來應用：如果Call/Put&nbsp;Ratio攀升至極端高位，則意味着市場已經處於超賣狀態，是買入的信號。反之如果極端低位，則處於超買狀態，是賣出的信號。如下圖的FB，期權市場在12/2日達到頂峯，買入Call的人數很多，但是股票市場卻在12/2日後一路下跌。因此請虎友們務必注意，僅僅依靠一個技術信號就進行交易是危險的，同時上文中都是用的期權成交量較多的股票，如果期權成交量不多，那麼此指標的意義也較低。我們誠懇建議，如果您真的要進行看多方向的交易，那麼除了Call/Put&nbsp;Ratio之外，最好還有其他技術指標（至少兩個）發出了看多信號，反之做空也是。此外，虎友們也可以根據自己的投資系統對Call/Put&nbsp;Ratio進行加權調整。舉例來說，根據《麥克米倫談期權》，美元加權後的Call/Put&nbsp;Ratio往往是個更好的反向指標。。三、功能入口","text":"一、什麼是Call/Put RatioCall/Put Ratio實時展示所有Call和所有Put成交量的比值。二、如何使用Call/Put Ratio是個經典的期權技術指標，用來分析判斷當前市場上的情緒變化：根據一般經驗，當Call/Put很高時，意味着市場大量交易看漲期權；當Call/Put較低時，意味着市場大量交易看跌期權。此外，認爲大多數交易都是買入。注：此處的高位/低位虎友們可以從自己的投資經驗和具體標的出發，自行定義如下圖AAPL的期權所示，當Call/Put Ratio持續走高時，意味着市場越來越看好，股票價格可能水漲船高但是在實際場景中，它也是可以作爲反向指標來應用：如果Call/Put Ratio攀升至極端高位，則意味着市場已經處於超賣狀態，是買入的信號。反之如果極端低位，則處於超買狀態，是賣出的信號。如下圖的FB，期權市場在12/2日達到頂峯，買入Call的人數很多，但是股票市場卻在12/2日後一路下跌。因此請虎友們務必注意，僅僅依靠一個技術信號就進行交易是危險的，同時上文中都是用的期權成交量較多的股票，如果期權成交量不多，那麼此指標的意義也較低。我們誠懇建議，如果您真的要進行看多方向的交易，那麼除了Call/Put Ratio之外，最好還有其他技術指標（至少兩個）發出了看多信號，反之做空也是。此外，虎友們也可以根據自己的投資系統對Call/Put Ratio進行加權調整。舉例來說，根據《麥克米倫談期權》，美元加權後的Call/Put 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or sell?&nbsp;","listText":"Buy or sell?&nbsp;","text":"Buy or sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317082985","repostId":"317012041","repostType":1,"repost":{"id":317012041,"gmtCreate":1612396929583,"gmtModify":1704870599231,"author":{"id":"3503899500518743","authorId":"3503899500518743","name":"NickQian","avatar":"https://static.tigerbbs.com/da90820463d8e2dfdb23c1412970833b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503899500518743","authorIdStr":"3503899500518743"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>小目標，80","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>小目標，80","text":"$荔枝(LIZI)$小目標，80","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317012041","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314755710,"gmtCreate":1612383548630,"gmtModify":1704870521185,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Wdyt??‍♀️","listText":"Wdyt??‍♀️","text":"Wdyt??‍♀️","images":[{"img":"https://static.tigerbbs.com/cfd51984bf8e488cf5251a3a690798ba","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314755710","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":187521367,"gmtCreate":1623759669159,"gmtModify":1703818364675,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187521367","repostId":"1129954811","repostType":4,"repost":{"id":"1129954811","pubTimestamp":1623757841,"share":"https://ttm.financial/m/news/1129954811?lang=&edition=fundamental","pubTime":"2021-06-15 19:50","market":"us","language":"en","title":"Royal Caribbean is issuing $650 million of five-year junk bonds","url":"https://stock-news.laohu8.com/highlight/detail?id=1129954811","media":"MarketWatch","summary":"Royal Caribbean Group RCL, -2.38% said Tuesday it has commenced a private offering of $650 million o","content":"<p>Royal Caribbean Group RCL, -2.38% said Tuesday it has commenced a private offering of $650 million of five-year, high-yield bonds. </p>\n<p>Proceeds of the deal will be used to fund the redemption of about $619.8 million of 7.25% notes that mature in 2025 that were issued by Silversea Cruise Finance Ltd., the cruise operator said in a statement. The remaining funds will be used for general corporate purposes. </p>\n<p>Shares were up 0.51% premarket and have gained 18% in the year to date, while the S&amp;P 500 SPX, +0.18% has gained 13%.</p>\n<p><img src=\"https://static.tigerbbs.com/e7be375c5b14bd0e88066699dea19c74\" tg-width=\"663\" tg-height=\"440\"></p>","source":"market_watch","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>Royal Caribbean is issuing $650 million of five-year junk bonds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoyal Caribbean is issuing $650 million of five-year junk bonds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 19:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/royal-caribbean-is-issuing-650-million-of-five-year-junk-bonds-2021-06-15?siteid=rss&utm_campaign=Feed%3A+marketwatch%2Fmarketpulse+%28MarketWatch.com+-+MarketPulse%29&utm_medium=feed&utm_source=feedburner><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Royal Caribbean Group RCL, -2.38% said Tuesday it has commenced a private offering of $650 million of five-year, high-yield bonds. \nProceeds of the deal will be used to fund the redemption of about $...</p>\n\n<a href=\"https://www.marketwatch.com/story/royal-caribbean-is-issuing-650-million-of-five-year-junk-bonds-2021-06-15?siteid=rss&utm_campaign=Feed%3A+marketwatch%2Fmarketpulse+%28MarketWatch.com+-+MarketPulse%29&utm_medium=feed&utm_source=feedburner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RCL":"皇家加勒比邮轮"},"source_url":"https://www.marketwatch.com/story/royal-caribbean-is-issuing-650-million-of-five-year-junk-bonds-2021-06-15?siteid=rss&utm_campaign=Feed%3A+marketwatch%2Fmarketpulse+%28MarketWatch.com+-+MarketPulse%29&utm_medium=feed&utm_source=feedburner","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1129954811","content_text":"Royal Caribbean Group RCL, -2.38% said Tuesday it has commenced a private offering of $650 million of five-year, high-yield bonds. \nProceeds of the deal will be used to fund the redemption of about $619.8 million of 7.25% notes that mature in 2025 that were issued by Silversea Cruise Finance Ltd., the cruise operator said in a statement. The remaining funds will be used for general corporate purposes. \nShares were up 0.51% premarket and have gained 18% in the year to date, while the S&P 500 SPX, +0.18% has gained 13%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184126991,"gmtCreate":1623690411213,"gmtModify":1704208879097,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Niceee","listText":"Niceee","text":"Niceee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184126991","repostId":"2143785622","repostType":2,"repost":{"id":"2143785622","pubTimestamp":1623629468,"share":"https://ttm.financial/m/news/2143785622?lang=&edition=fundamental","pubTime":"2021-06-14 08:11","market":"us","language":"en","title":"These 3 Internet of Things Companies Have Incredibly Wide Moats","url":"https://stock-news.laohu8.com/highlight/detail?id=2143785622","media":"Motley Fool","summary":"The world is getting more connected, but these businesses have some advantages over their peers.","content":"<p>The Internet of Things -- or IoT, a catch-all phrase for devices getting connected to the internet or another private network -- is reaching mind-boggling proportions. There are more \"things\" connected to the internet than there are people, and annual spending to manage this interconnected and still-expanding patchwork of electronic devices is worth hundreds of billions of dollars a year.</p>\n<p>The IoT is a total feeding trough, and it can be difficult to sift through those companies that have a \"wide moat\" (those with a competitive edge over their peers) from those simply benefiting from a rising tide. Three Fool.com contributors are here to help, and think that Google parent <b>Alphabet </b>(NASDAQ:GOOGL)(NASDAQ:GOOG), <b>MongoDB </b>(NASDAQ:MDB), and <b>Ouster </b>(NYSE:OUST) have a wide moat that separates them from the pack.</p>\n<h2>Sometimes the best competitive advantage is a mountain of cash</h2>\n<p><b>Nicholas Rossolillo (Alphabet): </b>Google is an inseparable part of the very fabric of the internet. Countless billions of web searches are made every day, and Google profits from its utilitarian tech service primarily via advertising. It isn't the sexiest business model, and it's <a href=\"https://laohu8.com/S/AONE\">one</a> that has come under fire in recent years -- but it isn't going away anytime soon. As the internet and its application in everyday life evolves in the decades to come, Google will be a utility company helping govern its basic functionality.</p>\n<p>Besides not really having any serious competition in web search itself (besides maybe <b><a href=\"https://laohu8.com/S/FB\">Facebook</a> </b>(NASDAQ:FB), which dominates the social media side of the internet), Google has a mountain of cash. At the end of March 2021, it had over $135 billion in cash and equivalents, another $25.3 billion in non-marketable investments, offset by debt of only $13.9 billion. This is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the deepest-pocketed organizations on the planet, and it's still filling up its coffers. Total Google revenue was $197 billion over the last trailing-12-month stretch and had an operating profit margin of over 25%.</p>\n<p>Google funnels tens of billions every year into developing IoT technology -- like its Pixel smartphones and Nest smart home devices, as well as Fitbit, which it acquired at the beginning of 2021 for a meager sum (in Google terms) of $2.1 billion. More speculative investments include self-driving vehicle company Waymo and AI researcher DeepMind. Then there are IoT services like cloud and edge computing via Google Cloud, Google Pay, Google Fiber, and mobile provider Google Fi. The list goes on.</p>\n<p>The point is, Google is using its dominant internet search engine to power all sorts of other ancillary businesses. If I had to think of only one wide moat IoT business, I think Google is as close to bulletproof as they come.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F630438%2Fsmartphone-millennials-getty-6217.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"432\"><span>Image source: Getty Images.</span></p>\n<h2>Next-generation databases for the IoT age</h2>\n<p><b>Anders Bylund (MongoDB):</b> You know you have an insurmountable moat when the competitors you're disrupting are starting to copy you. It's even better if the traditionalists can't quite pin down why your groundbreaking technologies are doing so well in the market, causing their copycat ideas to miss the mark.</p>\n<p>That's where MongoDB stands today. The NoSQL database specialist has carved out an impressive market space for itself in the massive global market for database products and services. In particular, MongoDB's cloud-based Atlas platform is winning customers hand over fist. The ultra-flexible structure of NoSQL databases makes them perfect for managing messy and unstructured data, like the sensor readings and user inputs that come from IoT devices.</p>\n<p>MongoDB's sales rose 39% year over year in last week's first-quarter report. Atlas revenue skyrocketed 73% higher and now accounts for more than half of the company's total quarterly sales. This high-growth company is already generating positive free cash flows, setting the stage for further investments in business-boosting products and services as well as positive bottom-line earnings somewhere down the road.</p>\n<p>At the same time, SQL database giant <b>Oracle</b> (NYSE:ORCL) posted just 3% revenue growth in its latest quarterly report. Cloud-based services delivered just enough growth to make up for Oracle's lost contracts in the data center. Judging by Oracle's earnings call, cloud computing is the top priority at the expense of truly forward-looking development efforts. Management spent a lot of time on discussing cloud-based service delivery but never even mentioned customer deployments of converged databases, which is the closest thing Oracle has to a NoSQL solution. That's the wrong approach.</p>\n<p>So MongoDB's business is surging, and Oracle is just making a half-hearted attempt to keep up with the cool kids. The young upstart is stealing market share from the established competition, just as the IoT market enters an explosive growth phase of its own. Having the right database solution for this incredible target market should provide plenty of fuel for MongoDB's top-line growth in the years to come.</p>\n<h2>A new digital LiDAR company fresh off its SPAC and winning over new customers</h2>\n<p><b>Billy Duberstein (Ouster):</b> A main feature of the Internet of Things is the ability for machines to detect and respond to the world around them without human direction. One technology that will enable that functionality is LiDAR, a laser-based computer vision technology just coming into its own. You may know LiDAR from its use in self-driving cars, but the technology is also applicable for smart cities, factory automation, and robotics.</p>\n<p>Digital LiDAR company Ouster just merged with SPAC <a href=\"https://laohu8.com/S/CLA\">Colonnade Acquisition Corp</a>. in March, but is already making a big impression in 2021. Although the company generates minimal revenue today, its customer base is growing rapidly. Just since the fourth quarter 2020, Ouster's strategic customer agreements have quadrupled from 10 to 40, and its contracted revenue is up over 10 times, from $34 million to $385 million. Rapid price declines in digital LiDAR, combined with a tidal wave of demand for automation applications, could mean an inflection point for LiDAR companies generally and Ouster specifically.</p>\n<p>Ouster's advantage in LiDAR comes from a few different places. First, it has gone the digital route, which offers the potential for exponential improvement and greater simplicity versus analog LiDAR technology. The company has also chosen a single simple architecture that is configurable to each LiDAR application through software, allowing for efficient low-cost production even with customization for different end-markets.</p>\n<p>Additionally, while other LiDAR companies appear to be very focused on the self-driving car market, Ouster is actually just as focused across industrial automation, robotics, and smart cities as well. For instance, Ouster just won an exclusive smart city contract to supply speed enforcement systems in France. These other non-auto markets may actually be much more profitable than the autonomous vehicle market, which is not only more competitive but also proving very difficult to pull off.</p>\n<p>With a fresh $300 million from its SPAC deal, Ouster is ramping up production and accelerating its proprietary system-on-chip iteration from a two-year development cycle to a one-year development cycle. It may not be as strong a moat as in more established companies, but with a low-cost and flexible architecture, rapid speed of innovation, and large potential opportunity, Ouster may be developing into a consequential LiDAR company at the beginning of its adoption phase.</p>","source":"fool_stock","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>These 3 Internet of Things Companies Have Incredibly Wide Moats</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Internet of Things Companies Have Incredibly Wide Moats\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 08:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/13/these-3-internet-of-things-companies-have-incredib/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Internet of Things -- or IoT, a catch-all phrase for devices getting connected to the internet or another private network -- is reaching mind-boggling proportions. There are more \"things\" ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/13/these-3-internet-of-things-companies-have-incredib/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","ORCL":"甲骨文","OUST":"Ouster Inc.","MDB":"MongoDB Inc."},"source_url":"https://www.fool.com/investing/2021/06/13/these-3-internet-of-things-companies-have-incredib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143785622","content_text":"The Internet of Things -- or IoT, a catch-all phrase for devices getting connected to the internet or another private network -- is reaching mind-boggling proportions. There are more \"things\" connected to the internet than there are people, and annual spending to manage this interconnected and still-expanding patchwork of electronic devices is worth hundreds of billions of dollars a year.\nThe IoT is a total feeding trough, and it can be difficult to sift through those companies that have a \"wide moat\" (those with a competitive edge over their peers) from those simply benefiting from a rising tide. Three Fool.com contributors are here to help, and think that Google parent Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG), MongoDB (NASDAQ:MDB), and Ouster (NYSE:OUST) have a wide moat that separates them from the pack.\nSometimes the best competitive advantage is a mountain of cash\nNicholas Rossolillo (Alphabet): Google is an inseparable part of the very fabric of the internet. Countless billions of web searches are made every day, and Google profits from its utilitarian tech service primarily via advertising. It isn't the sexiest business model, and it's one that has come under fire in recent years -- but it isn't going away anytime soon. As the internet and its application in everyday life evolves in the decades to come, Google will be a utility company helping govern its basic functionality.\nBesides not really having any serious competition in web search itself (besides maybe Facebook (NASDAQ:FB), which dominates the social media side of the internet), Google has a mountain of cash. At the end of March 2021, it had over $135 billion in cash and equivalents, another $25.3 billion in non-marketable investments, offset by debt of only $13.9 billion. This is one of the deepest-pocketed organizations on the planet, and it's still filling up its coffers. Total Google revenue was $197 billion over the last trailing-12-month stretch and had an operating profit margin of over 25%.\nGoogle funnels tens of billions every year into developing IoT technology -- like its Pixel smartphones and Nest smart home devices, as well as Fitbit, which it acquired at the beginning of 2021 for a meager sum (in Google terms) of $2.1 billion. More speculative investments include self-driving vehicle company Waymo and AI researcher DeepMind. Then there are IoT services like cloud and edge computing via Google Cloud, Google Pay, Google Fiber, and mobile provider Google Fi. The list goes on.\nThe point is, Google is using its dominant internet search engine to power all sorts of other ancillary businesses. If I had to think of only one wide moat IoT business, I think Google is as close to bulletproof as they come.\nImage source: Getty Images.\nNext-generation databases for the IoT age\nAnders Bylund (MongoDB): You know you have an insurmountable moat when the competitors you're disrupting are starting to copy you. It's even better if the traditionalists can't quite pin down why your groundbreaking technologies are doing so well in the market, causing their copycat ideas to miss the mark.\nThat's where MongoDB stands today. The NoSQL database specialist has carved out an impressive market space for itself in the massive global market for database products and services. In particular, MongoDB's cloud-based Atlas platform is winning customers hand over fist. The ultra-flexible structure of NoSQL databases makes them perfect for managing messy and unstructured data, like the sensor readings and user inputs that come from IoT devices.\nMongoDB's sales rose 39% year over year in last week's first-quarter report. Atlas revenue skyrocketed 73% higher and now accounts for more than half of the company's total quarterly sales. This high-growth company is already generating positive free cash flows, setting the stage for further investments in business-boosting products and services as well as positive bottom-line earnings somewhere down the road.\nAt the same time, SQL database giant Oracle (NYSE:ORCL) posted just 3% revenue growth in its latest quarterly report. Cloud-based services delivered just enough growth to make up for Oracle's lost contracts in the data center. Judging by Oracle's earnings call, cloud computing is the top priority at the expense of truly forward-looking development efforts. Management spent a lot of time on discussing cloud-based service delivery but never even mentioned customer deployments of converged databases, which is the closest thing Oracle has to a NoSQL solution. That's the wrong approach.\nSo MongoDB's business is surging, and Oracle is just making a half-hearted attempt to keep up with the cool kids. The young upstart is stealing market share from the established competition, just as the IoT market enters an explosive growth phase of its own. Having the right database solution for this incredible target market should provide plenty of fuel for MongoDB's top-line growth in the years to come.\nA new digital LiDAR company fresh off its SPAC and winning over new customers\nBilly Duberstein (Ouster): A main feature of the Internet of Things is the ability for machines to detect and respond to the world around them without human direction. One technology that will enable that functionality is LiDAR, a laser-based computer vision technology just coming into its own. You may know LiDAR from its use in self-driving cars, but the technology is also applicable for smart cities, factory automation, and robotics.\nDigital LiDAR company Ouster just merged with SPAC Colonnade Acquisition Corp. in March, but is already making a big impression in 2021. Although the company generates minimal revenue today, its customer base is growing rapidly. Just since the fourth quarter 2020, Ouster's strategic customer agreements have quadrupled from 10 to 40, and its contracted revenue is up over 10 times, from $34 million to $385 million. Rapid price declines in digital LiDAR, combined with a tidal wave of demand for automation applications, could mean an inflection point for LiDAR companies generally and Ouster specifically.\nOuster's advantage in LiDAR comes from a few different places. First, it has gone the digital route, which offers the potential for exponential improvement and greater simplicity versus analog LiDAR technology. The company has also chosen a single simple architecture that is configurable to each LiDAR application through software, allowing for efficient low-cost production even with customization for different end-markets.\nAdditionally, while other LiDAR companies appear to be very focused on the self-driving car market, Ouster is actually just as focused across industrial automation, robotics, and smart cities as well. For instance, Ouster just won an exclusive smart city contract to supply speed enforcement systems in France. These other non-auto markets may actually be much more profitable than the autonomous vehicle market, which is not only more competitive but also proving very difficult to pull off.\nWith a fresh $300 million from its SPAC deal, Ouster is ramping up production and accelerating its proprietary system-on-chip iteration from a two-year development cycle to a one-year development cycle. It may not be as strong a moat as in more established companies, but with a low-cost and flexible architecture, rapid speed of innovation, and large potential opportunity, Ouster may be developing into a consequential LiDAR company at the beginning of its adoption phase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383096201,"gmtCreate":1612803640303,"gmtModify":1704874533666,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383096201","repostId":"398605170","repostType":1,"repost":{"id":398605170,"gmtCreate":1606881864290,"gmtModify":1704967527746,"author":{"id":"3562804614994746","authorId":"3562804614994746","name":"TigerFeatures","avatar":"https://static.tigerbbs.com/5a8e4414a77df621346870c2f7e7cab7","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562804614994746","authorIdStr":"3562804614994746"},"themes":[],"title":"【Call/Put Ratio】幫助說明","htmlText":"一、什麼是Call/Put&nbsp;RatioCall/Put&nbsp;Ratio實時展示所有Call和所有Put成交量的比值。二、如何使用Call/Put&nbsp;Ratio是個經典的期權技術指標，用來分析判斷當前市場上的情緒變化：根據一般經驗，當Call/Put很高時，意味着市場大量交易看漲期權；當Call/Put較低時，意味着市場大量交易看跌期權。此外，認爲大多數交易都是買入。注：此處的高位/低位虎友們可以從自己的投資經驗和具體標的出發，自行定義如下圖AAPL的期權所示，當Call/Put&nbsp;Ratio持續走高時，意味着市場越來越看好，股票價格可能水漲船高但是在實際場景中，它也是可以作爲反向指標來應用：如果Call/Put&nbsp;Ratio攀升至極端高位，則意味着市場已經處於超賣狀態，是買入的信號。反之如果極端低位，則處於超買狀態，是賣出的信號。如下圖的FB，期權市場在12/2日達到頂峯，買入Call的人數很多，但是股票市場卻在12/2日後一路下跌。因此請虎友們務必注意，僅僅依靠一個技術信號就進行交易是危險的，同時上文中都是用的期權成交量較多的股票，如果期權成交量不多，那麼此指標的意義也較低。我們誠懇建議，如果您真的要進行看多方向的交易，那麼除了Call/Put&nbsp;Ratio之外，最好還有其他技術指標（至少兩個）發出了看多信號，反之做空也是。此外，虎友們也可以根據自己的投資系統對Call/Put&nbsp;Ratio進行加權調整。舉例來說，根據《麥克米倫談期權》，美元加權後的Call/Put&nbsp;Ratio往往是個更好的反向指標。。三、功能入口","listText":"一、什麼是Call/Put&nbsp;RatioCall/Put&nbsp;Ratio實時展示所有Call和所有Put成交量的比值。二、如何使用Call/Put&nbsp;Ratio是個經典的期權技術指標，用來分析判斷當前市場上的情緒變化：根據一般經驗，當Call/Put很高時，意味着市場大量交易看漲期權；當Call/Put較低時，意味着市場大量交易看跌期權。此外，認爲大多數交易都是買入。注：此處的高位/低位虎友們可以從自己的投資經驗和具體標的出發，自行定義如下圖AAPL的期權所示，當Call/Put&nbsp;Ratio持續走高時，意味着市場越來越看好，股票價格可能水漲船高但是在實際場景中，它也是可以作爲反向指標來應用：如果Call/Put&nbsp;Ratio攀升至極端高位，則意味着市場已經處於超賣狀態，是買入的信號。反之如果極端低位，則處於超買狀態，是賣出的信號。如下圖的FB，期權市場在12/2日達到頂峯，買入Call的人數很多，但是股票市場卻在12/2日後一路下跌。因此請虎友們務必注意，僅僅依靠一個技術信號就進行交易是危險的，同時上文中都是用的期權成交量較多的股票，如果期權成交量不多，那麼此指標的意義也較低。我們誠懇建議，如果您真的要進行看多方向的交易，那麼除了Call/Put&nbsp;Ratio之外，最好還有其他技術指標（至少兩個）發出了看多信號，反之做空也是。此外，虎友們也可以根據自己的投資系統對Call/Put&nbsp;Ratio進行加權調整。舉例來說，根據《麥克米倫談期權》，美元加權後的Call/Put&nbsp;Ratio往往是個更好的反向指標。。三、功能入口","text":"一、什麼是Call/Put RatioCall/Put Ratio實時展示所有Call和所有Put成交量的比值。二、如何使用Call/Put Ratio是個經典的期權技術指標，用來分析判斷當前市場上的情緒變化：根據一般經驗，當Call/Put很高時，意味着市場大量交易看漲期權；當Call/Put較低時，意味着市場大量交易看跌期權。此外，認爲大多數交易都是買入。注：此處的高位/低位虎友們可以從自己的投資經驗和具體標的出發，自行定義如下圖AAPL的期權所示，當Call/Put Ratio持續走高時，意味着市場越來越看好，股票價格可能水漲船高但是在實際場景中，它也是可以作爲反向指標來應用：如果Call/Put Ratio攀升至極端高位，則意味着市場已經處於超賣狀態，是買入的信號。反之如果極端低位，則處於超買狀態，是賣出的信號。如下圖的FB，期權市場在12/2日達到頂峯，買入Call的人數很多，但是股票市場卻在12/2日後一路下跌。因此請虎友們務必注意，僅僅依靠一個技術信號就進行交易是危險的，同時上文中都是用的期權成交量較多的股票，如果期權成交量不多，那麼此指標的意義也較低。我們誠懇建議，如果您真的要進行看多方向的交易，那麼除了Call/Put Ratio之外，最好還有其他技術指標（至少兩個）發出了看多信號，反之做空也是。此外，虎友們也可以根據自己的投資系統對Call/Put Ratio進行加權調整。舉例來說，根據《麥克米倫談期權》，美元加權後的Call/Put Ratio往往是個更好的反向指標。。三、功能入口","images":[{"img":"https://static.tigerbbs.com/b801e773f7358729ae984160114babab","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/4dc7596f2114b7055629c86f4794e691","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/262dd5c6741d1172e9cb5b8b6e6baaac","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398605170","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317082985,"gmtCreate":1612398085647,"gmtModify":1704870611244,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Buy or sell?&nbsp;","listText":"Buy or sell?&nbsp;","text":"Buy or sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317082985","repostId":"317012041","repostType":1,"repost":{"id":317012041,"gmtCreate":1612396929583,"gmtModify":1704870599231,"author":{"id":"3503899500518743","authorId":"3503899500518743","name":"NickQian","avatar":"https://static.tigerbbs.com/da90820463d8e2dfdb23c1412970833b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503899500518743","authorIdStr":"3503899500518743"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>小目標，80","listText":"<a 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❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184165638","repostId":"1140839418","repostType":2,"repost":{"id":"1140839418","pubTimestamp":1623382205,"share":"https://ttm.financial/m/news/1140839418?lang=&edition=fundamental","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书：遍布15国，日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息，美国当地时间周四，<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解）<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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>一张图读懂滴滴招股书：遍布15国，日均单量4100万</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一张图读懂滴滴招股书：遍布15国，日均单量4100万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184162651,"gmtCreate":1623689611073,"gmtModify":1704208869392,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Tiger is here!!","listText":"Tiger is here!!","text":"Tiger is here!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184162651","repostId":"1156453091","repostType":2,"repost":{"id":"1156453091","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴，美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11：</b>粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07：</b>走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09：</b>油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是<b>从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎，我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们<b>预计受到供给短缺的影响，未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度，密西根预期通胀率数据显示，2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为<b>共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：<b>通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。</b>有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>美联储过快收紧货币政策，地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解）</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴，美国通胀飙升后的演绎与影响</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以史为鉴，美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314755710,"gmtCreate":1612383548630,"gmtModify":1704870521185,"author":{"id":"3574927343161889","authorId":"3574927343161889","name":"SengJian","avatar":"https://static.tigerbbs.com/5ee1956e7de53720ab74a5c5738cb588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574927343161889","authorIdStr":"3574927343161889"},"themes":[],"htmlText":"Wdyt??‍♀️","listText":"Wdyt??‍♀️","text":"Wdyt??‍♀️","images":[{"img":"https://static.tigerbbs.com/cfd51984bf8e488cf5251a3a690798ba","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314755710","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}