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han妈

han妈

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2022-07-14

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2022-07-14

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2022-07-11

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2022-07-11

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2022-07-10

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2022-07-10

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2022-06-27

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2022-06-22

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Powell: The U.S. economy is very strong! The Fed needs to speed up its rate hike

2022-06-22

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Powell: The U.S. economy is very strong! The Fed needs to speed up its rate hike

2022-06-18

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Reminder: U.S. stocks are closed for one day on June 20th due to the U.S. federal holiday Juneteenth

2022-06-14

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"Di Wang" was actively sung by brokers, and CITIC shouted "trillion new starting point"!

2022-06-14

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2022-06-13

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FOMC is approaching, how does rate hike expect to perform?

2022-06-13

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FOMC is approaching, how does rate hike expect to perform?

2022-06-10

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2022-06-10

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U.S. regulators launch investigation into some semiconductor devices as semiconductor sector moves lower

2022-06-08

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2022-06-08

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2022-06-06

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U.S. streaming concept stocks rose broadly, fuboTV, Google rose nearly 4%

2022-06-05

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21:33","market":"us","language":"zh","title":"Powell: The U.S. economy is very strong! The Fed needs to speed up its rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1123729187","media":"老虎资讯综合","summary":"鲍威尔表示，美国经济非常强劲，能够应对更紧缩的政策；美联储坚定致力于让通胀率回到2%；继续加息是合适的，决定将逐次会议作出。鲍威尔表示，最新的通胀指标表明，美联储需要加快加息步伐。美联储将继续尽可能清晰地传达其想法。美联储需要灵活地对数据做出反应。他承认目前美国通货膨胀率过高，需要降低。","content":"<p><html><head></head><body>Powell said the U.S. economy is very strong and can handle tighter policies; The Fed is firmly committed to bringing inflation back to 2%; It is appropriate to continue the rate hike and decisions will be taken meeting by meeting. Powell said the latest inflation measures suggest the Fed needs to accelerate the pace of its rate hike. On June 22nd, at 9: 30 a.m. EST on Wednesday, Federal Reserve Chairman Powell made a testimony statement on the semi-annual monetary policy report before the Senate Banking Committee.</p><p>POWELL: Sustained rate hike is appropriate. The speed of rate hike depends on future data. The Fed is firmly committed to bringing inflation back to 2%. The U.S. economy is very strong and can handle tighter policies. The Fed will continue to communicate its ideas as clearly as possible. Inflation must be lowered in order to maintain a strong job market. Financial conditions have tightened \"significantly\", reflecting actions taken so far and anticipated.</p><p>Available data for May suggests core inflation may remain at 4.9% annualized in April, or decline slightly. In the face of a rapidly changing economic environment, our policies have been adjusting and will continue to do so. Demand for labor is \"very strong,\" while labor supply remains sluggish, with little change in labor force participation since January. Corporate fixed asset investment growth appears to be slowing, and the housing market appears to be weakening in part due to higher mortgage rates. The rate of economic growth depends on future data. The Fed needs to be flexible in its response to data.</p><p>Powell said recent data showed real GDP rose in the current quarter and consumer spending remained strong; Data obtained in May showed that core inflation could remain at 4.9% annually or moderate slightly. Financial conditions have tightened \"substantially\", reflecting the actions taken so far and anticipated actions. In the face of a rapidly changing economic environment, \"our policies have been adapting and will continue to be\". Inflation has obviously exceeded expectations, and more surprises may happen in the future. The Fed needs to be flexible in responding to the upcoming data and changing prospects.</p><p>POWELL: It's fitting that a litany of additional rate hike has been priced in by the market.<span style=\"color:rgba(245,32,16,1);\"><b>The latest inflation gauge suggests we need to step up the pace of rate hike</b></span><b>。</b>We fully understand the inflation issue and are actively tackling it. Price stability is the cornerstone of economic development. We must restore price stability, and we will. Market feedback on our rate hike has been pretty good. We will see interest rates continue to rise rapidly. We are firmly committed to bringing inflation down and need to do so to get back to the labor market we all want.</p><p>Powell: The U.S. economy is very competitive, but there are also industries that are less competitive. We have never used rules on a wide scale to make policies in real time. The end of the year will be close to what the Taylor rule requires. Note: Taylor's rule is one of the common simple monetary policy rules. It is a short-term interest rate adjustment rule established by John Taylor of Stanford University in 1993 based on the actual experience of monetary policy in the United States. Taylor believes that keeping real short-term interest rates stable and a neutral policy stance, nominal interest rates should be raised (lowered) when the output gap is positive (negative) and the inflation gap is above (below) the target value.</p><p>Powell: Price inflation is a macroeconomic problem. There's really nothing the Fed can do about oil prices, and that's not the Fed's judgment of competition in the oil industry.</p><p><b>Related Reading</b></p><p><b>Read the details of Fed Chairman Powell's blockbuster testimony in one article</b></p><p>Federal Reserve Chairman Powell told lawmakers Wednesday that the Fed is determined to bring down inflation and has the ability to do so. He acknowledged that the current inflation rate in the United States is too high and needs to be lowered.</p><p>\"Inside the Fed, we understand the difficulties caused by high inflation. We are firmly committed to bringing inflation down, and we are moving quickly,\" Powell said in a speech to the Senate Banking Committee. \"We have both the tools we need and the determination we need to restore price stability on behalf of American households and businesses.\"</p><p>While expressing his determination on inflation, Powell said the economic situation is generally favourable, with a strong job market and continued high demand. However, he acknowledged that inflation is too high and needs to be lowered.</p><p>\"In the coming months, we will look for compelling evidence that inflation is falling, in line with inflation returning to 2%,\" Powell said. \"We expect that the current rate hike will be appropriate; the pace of these changes will continue to depend on new data and the changing economic outlook.\"</p><p>His comments highlighted the challenges facing the Fed. At present, the Federal Reserve is rate hike at the fastest pace since the 1980s to slow economic growth and bring down inflation.</p><p>The Fed's benchmark Federal Funds rate is now between 1.5% and 1.75%, historically low, but remains at levels seen in early 2020, when the pandemic caused Fed officials to cut interest rates to near zero. They kept interest rates near zero until March of this year.</p><p>The latest forecasts released by Fed officials last week show that it will raise its Federal Funds rate to at least 3% this year, with most of them expecting to rise to the 3.25%-3.5% range by December. That would be 1 percentage point higher than the highest level seen in 2018 after the 2008 financial crisis.</p><p>Borrowing costs have risen since last fall in anticipation of a Fed rate hike this year, and financial conditions \"have tightened significantly now,\" Powell said.</p><p>Federal Funds rate is the overnight interest rate on interbank loans, which affects the cost of borrowing across the economy, including rates on mortgages, credit cards, and business loans. The average interest rate on a 30-year fixed mortgage rose to 5.98% last week from 5.65% last week, the highest level since 2008, the American Mortgage Bankers Association reported Wednesday. It was the biggest weekly increase in mortgage rates since 2009.</p><p>Powell's testimony did not directly mention the tough trade-offs the Fed could face next year, especially if its policy measures weaken the job market without bringing inflation down in a convincing way.</p><p>If energy and commodity prices and supply chain bottlenecks don't ease soon, it will be increasingly difficult for the Fed to avoid a recession, Powell said at a news conference last week. The Fed is seeking to achieve what it calls a soft landing by cooling economic growth to keep inflation low enough without causing a downturn.</p><p>He noted that some uncertainties have exacerbated inflationary pressures. Powell's remarks are part of a congressionally mandated semi-annual report on monetary policy.</p><p>This is a particularly delicate moment for the Fed's policy. In the past three meetings, the Federal Reserve has accumulated 150 basis points (or 1.5 percentage points) of rate hike in response to annual inflation, which is growing at the fastest rate in more than 40 years.</p><p></body></html></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>Powell: The U.S. economy is very strong! The Fed needs to speed up its rate hike</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\">\nPowell: The U.S. economy is very strong! The Fed needs to speed up its rate hike\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\">2022-06-22 21:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Powell said the U.S. economy is very strong and can handle tighter policies; The Fed is firmly committed to bringing inflation back to 2%; It is appropriate to continue the rate hike and decisions will be taken meeting by meeting. Powell said the latest inflation measures suggest the Fed needs to accelerate the pace of its rate hike. On June 22nd, at 9: 30 a.m. EST on Wednesday, Federal Reserve Chairman Powell made a testimony statement on the semi-annual monetary policy report before the Senate Banking Committee.</p><p>POWELL: Sustained rate hike is appropriate. The speed of rate hike depends on future data. The Fed is firmly committed to bringing inflation back to 2%. The U.S. economy is very strong and can handle tighter policies. The Fed will continue to communicate its ideas as clearly as possible. Inflation must be lowered in order to maintain a strong job market. Financial conditions have tightened \"significantly\", reflecting actions taken so far and anticipated.</p><p>Available data for May suggests core inflation may remain at 4.9% annualized in April, or decline slightly. In the face of a rapidly changing economic environment, our policies have been adjusting and will continue to do so. Demand for labor is \"very strong,\" while labor supply remains sluggish, with little change in labor force participation since January. Corporate fixed asset investment growth appears to be slowing, and the housing market appears to be weakening in part due to higher mortgage rates. The rate of economic growth depends on future data. The Fed needs to be flexible in its response to data.</p><p>Powell said recent data showed real GDP rose in the current quarter and consumer spending remained strong; Data obtained in May showed that core inflation could remain at 4.9% annually or moderate slightly. Financial conditions have tightened \"substantially\", reflecting the actions taken so far and anticipated actions. In the face of a rapidly changing economic environment, \"our policies have been adapting and will continue to be\". Inflation has obviously exceeded expectations, and more surprises may happen in the future. The Fed needs to be flexible in responding to the upcoming data and changing prospects.</p><p>POWELL: It's fitting that a litany of additional rate hike has been priced in by the market.<span style=\"color:rgba(245,32,16,1);\"><b>The latest inflation gauge suggests we need to step up the pace of rate hike</b></span><b>。</b>We fully understand the inflation issue and are actively tackling it. Price stability is the cornerstone of economic development. We must restore price stability, and we will. Market feedback on our rate hike has been pretty good. We will see interest rates continue to rise rapidly. We are firmly committed to bringing inflation down and need to do so to get back to the labor market we all want.</p><p>Powell: The U.S. economy is very competitive, but there are also industries that are less competitive. We have never used rules on a wide scale to make policies in real time. The end of the year will be close to what the Taylor rule requires. Note: Taylor's rule is one of the common simple monetary policy rules. It is a short-term interest rate adjustment rule established by John Taylor of Stanford University in 1993 based on the actual experience of monetary policy in the United States. Taylor believes that keeping real short-term interest rates stable and a neutral policy stance, nominal interest rates should be raised (lowered) when the output gap is positive (negative) and the inflation gap is above (below) the target value.</p><p>Powell: Price inflation is a macroeconomic problem. There's really nothing the Fed can do about oil prices, and that's not the Fed's judgment of competition in the oil industry.</p><p><b>Related Reading</b></p><p><b>Read the details of Fed Chairman Powell's blockbuster testimony in one article</b></p><p>Federal Reserve Chairman Powell told lawmakers Wednesday that the Fed is determined to bring down inflation and has the ability to do so. He acknowledged that the current inflation rate in the United States is too high and needs to be lowered.</p><p>\"Inside the Fed, we understand the difficulties caused by high inflation. We are firmly committed to bringing inflation down, and we are moving quickly,\" Powell said in a speech to the Senate Banking Committee. \"We have both the tools we need and the determination we need to restore price stability on behalf of American households and businesses.\"</p><p>While expressing his determination on inflation, Powell said the economic situation is generally favourable, with a strong job market and continued high demand. However, he acknowledged that inflation is too high and needs to be lowered.</p><p>\"In the coming months, we will look for compelling evidence that inflation is falling, in line with inflation returning to 2%,\" Powell said. \"We expect that the current rate hike will be appropriate; the pace of these changes will continue to depend on new data and the changing economic outlook.\"</p><p>His comments highlighted the challenges facing the Fed. At present, the Federal Reserve is rate hike at the fastest pace since the 1980s to slow economic growth and bring down inflation.</p><p>The Fed's benchmark Federal Funds rate is now between 1.5% and 1.75%, historically low, but remains at levels seen in early 2020, when the pandemic caused Fed officials to cut interest rates to near zero. They kept interest rates near zero until March of this year.</p><p>The latest forecasts released by Fed officials last week show that it will raise its Federal Funds rate to at least 3% this year, with most of them expecting to rise to the 3.25%-3.5% range by December. That would be 1 percentage point higher than the highest level seen in 2018 after the 2008 financial crisis.</p><p>Borrowing costs have risen since last fall in anticipation of a Fed rate hike this year, and financial conditions \"have tightened significantly now,\" Powell said.</p><p>Federal Funds rate is the overnight interest rate on interbank loans, which affects the cost of borrowing across the economy, including rates on mortgages, credit cards, and business loans. The average interest rate on a 30-year fixed mortgage rose to 5.98% last week from 5.65% last week, the highest level since 2008, the American Mortgage Bankers Association reported Wednesday. It was the biggest weekly increase in mortgage rates since 2009.</p><p>Powell's testimony did not directly mention the tough trade-offs the Fed could face next year, especially if its policy measures weaken the job market without bringing inflation down in a convincing way.</p><p>If energy and commodity prices and supply chain bottlenecks don't ease soon, it will be increasingly difficult for the Fed to avoid a recession, Powell said at a news conference last week. The Fed is seeking to achieve what it calls a soft landing by cooling economic growth to keep inflation low enough without causing a downturn.</p><p>He noted that some uncertainties have exacerbated inflationary pressures. Powell's remarks are part of a congressionally mandated semi-annual report on monetary policy.</p><p>This is a particularly delicate moment for the Fed's policy. In the past three meetings, the Federal Reserve has accumulated 150 basis points (or 1.5 percentage points) of rate hike in response to annual inflation, which is growing at the fastest rate in more than 40 years.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123729187","content_text":"鲍威尔表示，美国经济非常强劲，能够应对更紧缩的政策；美联储坚定致力于让通胀率回到2%；继续加息是合适的，决定将逐次会议作出。鲍威尔表示，最新的通胀指标表明，美联储需要加快加息步伐。6月22日，美东时间周三上午9点30分，美联储主席鲍威尔在参议院银行委员会上就半年度货币政策报告做证词陈述。鲍威尔：持续加息是适当的。加息的速度取决于未来的数据。美联储坚决承诺将通胀率恢复到2%。美国经济非常强劲，可以应对更紧缩的政策。美联储将继续尽可能清晰地传达其想法。必须降低通胀，才能维持强劲的就业市场。金融状况“显著”收紧，反映了迄今为止采取的行动和预期的行动。5月份的可用数据显示，4月份的核心通货膨胀率可能保持在年化4.9%的水平，或略有下降。面对快速变化的经济环境，我们的政策一直在调整，并将继续这样做。劳动力需求“非常强劲”，而劳动力供应仍然低迷，自1月份以来，劳动力参与率几乎没有变化。企业固定资产投资增长似乎正在放缓，住房市场似乎在一定程度上由于抵押贷款利率上升而走软。经济增长速度取决于未来的数据。美联储需要灵活地对数据做出反应。鲍威尔表示，最近的数据显示实质GDP在当前季度上升，消费者支出保持强劲；5月份所得数据显示，核心通胀年率可能保持在4.9%或略有放缓。金融状况已经“大幅”收紧，反映了到目前为止采取的行动和预期的行动。面对快速变化的经济环境，“我们的政策一直在调整适应，而且将继续如此”。通胀明显地超出预期，未来可能会有更多意外发生，美联储需灵活应对即将公布的数据和不断变化的前景。鲍威尔：一连串额外的加息已被市场消化，这是合适的。最新的通胀指标表明，我们需要加快加息步伐。我们完全理解通胀问题，正在积极应对通胀。价格稳定是经济发展的基石。我们必须恢复价格稳定，而且我们将会做到。市场对我们加息的反馈相当不错。我们将看到利率继续快速上升。我们坚决致力于降低通货膨胀，需要这样做才能回到我们都想要的劳动力市场。鲍威尔：美国经济的竞争力很强，但也有些行业的竞争力较弱。我们从来没有在大范围内使用规则来实时制定政策。年底将接近泰勒规则所要求的水平。注：泰勒规则是常用的简单货币政策规则之一，由斯坦福大学的约翰.泰勒于1993年根据美国货币政策的实际经验而确定的一种短期利率调整的规则。泰勒认为，保持实际短期利率稳定和中性政策立场，当产出缺口为正（负）和通胀缺口超过（低于）目标值时，应提高（降低）名义利率。鲍威尔：价格通胀是一个宏观经济问题。美联储对油价真的无能为力，这不是美联储对石油行业竞争的判断。相关阅读一文读懂美联储主席鲍威尔刚发表重磅证词细节美联储主席鲍威尔星期三对国会议员说，美联储决心降低通货膨胀，并且有能力做到这一点。他承认目前美国通货膨胀率过高，需要降低。「在美联储里面，我们理解高通胀造成的困难。我们坚决致力于降低通胀，我们正在迅速采取行动，」鲍威尔在参议院银行委员会(Senate Banking Committee)发表讲话时表示。「我们既有我们需要的工具，也有代表美国家庭和企业恢复物价稳定所需的决心。」鲍威尔在表达对通货膨胀的决心的同时表示，经济形势总体有利，就业市场强劲，需求持续高企。然而，他承认，通货膨胀率过高，需要降低。鲍威尔说:「在未来几个月里，我们将寻找令人信服的证据，表明通胀正在下降，与通胀回到2%相符。」「我们预计，目前的加息将是适当的;这些变化的速度将继续取决于新出炉的数据和不断变化的经济前景。」他的言论突显了美联储面临的挑战。目前，美联储正以上世纪80年代以来最快的速度加息，以减缓经济增长，降低通胀。美联储的基准联邦基金利率目前在1.5%至1.75%之间，处于历史低位，但仍维持在2020年初的水平，当时疫情导致美联储官员将利率下调至接近于零的水平。他们将利率维持在接近零的水平直到今年3月。美联储官员们上周公布的最新预测显示，今年将把联邦基金利率至少提高到3%，其中大多数预计到12月将升至3.25% - 3.5%的区间。这将比2018年2008年金融危机后的最高水平高出1个百分点。鲍威尔说，由于预期美联储将在今年加息，借款成本从去年秋天开始上升，金融状况「现在已经明显收紧」。联邦基金利率是银行间贷款的隔夜利率，它影响着整个经济的借贷成本，包括抵押贷款、信用卡和企业贷款的利率。美国抵押贷款银行家协会周三公布，上周30年期固定抵押贷款的平均利率从上周的5.65%升至5.98%，为2008年以来的最高水平。这是自2009年以来抵押贷款利率最大的一周涨幅。鲍威尔的证词并没有直接提到美联储明年可能面临的艰难权衡，尤其是如果美联储的政策措施削弱了就业市场，但又没有以令人信服的方式降低通胀。鲍威尔在上周的新闻发布会上说，如果能源和大宗商品价格以及供应链瓶颈问题不能很快缓解，美联储将越来越难以避免经济衰退。美联储正寻求通过给经济增长降温，使其足够低的通胀水平，同时又不会导致经济下滑，从而实现所谓的软着陆。他指出，一些不确定性因素加剧了通胀压力。鲍威尔的讲话是国会授权的货币政策半年度报告的一部分。对于美联储的政策来说，这是一个特别微妙的时刻。在过去的3次会议中，美联储已累计加息150个基点(即1.5个百分点)，以应对正以40多年来最快速度增长的年度通胀。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043881707,"gmtCreate":1655905431809,"gmtModify":1676535729038,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"ｏ","listText":"ｏ","text":"ｏ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043881707","repostId":"1123729187","repostType":4,"repost":{"id":"1123729187","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":1655904821,"share":"https://ttm.financial/m/news/1123729187?lang=en_US&edition=fundamental","pubTime":"2022-06-22 21:33","market":"us","language":"zh","title":"Powell: The U.S. economy is very strong! The Fed needs to speed up its rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1123729187","media":"老虎资讯综合","summary":"鲍威尔表示，美国经济非常强劲，能够应对更紧缩的政策；美联储坚定致力于让通胀率回到2%；继续加息是合适的，决定将逐次会议作出。鲍威尔表示，最新的通胀指标表明，美联储需要加快加息步伐。美联储将继续尽可能清晰地传达其想法。美联储需要灵活地对数据做出反应。他承认目前美国通货膨胀率过高，需要降低。","content":"<p><html><head></head><body>Powell said the U.S. economy is very strong and can handle tighter policies; The Fed is firmly committed to bringing inflation back to 2%; It is appropriate to continue the rate hike and decisions will be taken meeting by meeting. Powell said the latest inflation measures suggest the Fed needs to accelerate the pace of its rate hike. On June 22nd, at 9: 30 a.m. EST on Wednesday, Federal Reserve Chairman Powell made a testimony statement on the semi-annual monetary policy report before the Senate Banking Committee.</p><p>POWELL: Sustained rate hike is appropriate. The speed of rate hike depends on future data. The Fed is firmly committed to bringing inflation back to 2%. The U.S. economy is very strong and can handle tighter policies. The Fed will continue to communicate its ideas as clearly as possible. Inflation must be lowered in order to maintain a strong job market. Financial conditions have tightened \"significantly\", reflecting actions taken so far and anticipated.</p><p>Available data for May suggests core inflation may remain at 4.9% annualized in April, or decline slightly. In the face of a rapidly changing economic environment, our policies have been adjusting and will continue to do so. Demand for labor is \"very strong,\" while labor supply remains sluggish, with little change in labor force participation since January. Corporate fixed asset investment growth appears to be slowing, and the housing market appears to be weakening in part due to higher mortgage rates. The rate of economic growth depends on future data. The Fed needs to be flexible in its response to data.</p><p>Powell said recent data showed real GDP rose in the current quarter and consumer spending remained strong; Data obtained in May showed that core inflation could remain at 4.9% annually or moderate slightly. Financial conditions have tightened \"substantially\", reflecting the actions taken so far and anticipated actions. In the face of a rapidly changing economic environment, \"our policies have been adapting and will continue to be\". Inflation has obviously exceeded expectations, and more surprises may happen in the future. The Fed needs to be flexible in responding to the upcoming data and changing prospects.</p><p>POWELL: It's fitting that a litany of additional rate hike has been priced in by the market.<span style=\"color:rgba(245,32,16,1);\"><b>The latest inflation gauge suggests we need to step up the pace of rate hike</b></span><b>。</b>We fully understand the inflation issue and are actively tackling it. Price stability is the cornerstone of economic development. We must restore price stability, and we will. Market feedback on our rate hike has been pretty good. We will see interest rates continue to rise rapidly. We are firmly committed to bringing inflation down and need to do so to get back to the labor market we all want.</p><p>Powell: The U.S. economy is very competitive, but there are also industries that are less competitive. We have never used rules on a wide scale to make policies in real time. The end of the year will be close to what the Taylor rule requires. Note: Taylor's rule is one of the common simple monetary policy rules. It is a short-term interest rate adjustment rule established by John Taylor of Stanford University in 1993 based on the actual experience of monetary policy in the United States. Taylor believes that keeping real short-term interest rates stable and a neutral policy stance, nominal interest rates should be raised (lowered) when the output gap is positive (negative) and the inflation gap is above (below) the target value.</p><p>Powell: Price inflation is a macroeconomic problem. There's really nothing the Fed can do about oil prices, and that's not the Fed's judgment of competition in the oil industry.</p><p><b>Related Reading</b></p><p><b>Read the details of Fed Chairman Powell's blockbuster testimony in one article</b></p><p>Federal Reserve Chairman Powell told lawmakers Wednesday that the Fed is determined to bring down inflation and has the ability to do so. He acknowledged that the current inflation rate in the United States is too high and needs to be lowered.</p><p>\"Inside the Fed, we understand the difficulties caused by high inflation. We are firmly committed to bringing inflation down, and we are moving quickly,\" Powell said in a speech to the Senate Banking Committee. \"We have both the tools we need and the determination we need to restore price stability on behalf of American households and businesses.\"</p><p>While expressing his determination on inflation, Powell said the economic situation is generally favourable, with a strong job market and continued high demand. However, he acknowledged that inflation is too high and needs to be lowered.</p><p>\"In the coming months, we will look for compelling evidence that inflation is falling, in line with inflation returning to 2%,\" Powell said. \"We expect that the current rate hike will be appropriate; the pace of these changes will continue to depend on new data and the changing economic outlook.\"</p><p>His comments highlighted the challenges facing the Fed. At present, the Federal Reserve is rate hike at the fastest pace since the 1980s to slow economic growth and bring down inflation.</p><p>The Fed's benchmark Federal Funds rate is now between 1.5% and 1.75%, historically low, but remains at levels seen in early 2020, when the pandemic caused Fed officials to cut interest rates to near zero. They kept interest rates near zero until March of this year.</p><p>The latest forecasts released by Fed officials last week show that it will raise its Federal Funds rate to at least 3% this year, with most of them expecting to rise to the 3.25%-3.5% range by December. That would be 1 percentage point higher than the highest level seen in 2018 after the 2008 financial crisis.</p><p>Borrowing costs have risen since last fall in anticipation of a Fed rate hike this year, and financial conditions \"have tightened significantly now,\" Powell said.</p><p>Federal Funds rate is the overnight interest rate on interbank loans, which affects the cost of borrowing across the economy, including rates on mortgages, credit cards, and business loans. The average interest rate on a 30-year fixed mortgage rose to 5.98% last week from 5.65% last week, the highest level since 2008, the American Mortgage Bankers Association reported Wednesday. It was the biggest weekly increase in mortgage rates since 2009.</p><p>Powell's testimony did not directly mention the tough trade-offs the Fed could face next year, especially if its policy measures weaken the job market without bringing inflation down in a convincing way.</p><p>If energy and commodity prices and supply chain bottlenecks don't ease soon, it will be increasingly difficult for the Fed to avoid a recession, Powell said at a news conference last week. The Fed is seeking to achieve what it calls a soft landing by cooling economic growth to keep inflation low enough without causing a downturn.</p><p>He noted that some uncertainties have exacerbated inflationary pressures. Powell's remarks are part of a congressionally mandated semi-annual report on monetary policy.</p><p>This is a particularly delicate moment for the Fed's policy. In the past three meetings, the Federal Reserve has accumulated 150 basis points (or 1.5 percentage points) of rate hike in response to annual inflation, which is growing at the fastest rate in more than 40 years.</p><p></body></html></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>Powell: The U.S. economy is very strong! The Fed needs to speed up its rate hike</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\">\nPowell: The U.S. economy is very strong! The Fed needs to speed up its rate hike\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\">2022-06-22 21:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Powell said the U.S. economy is very strong and can handle tighter policies; The Fed is firmly committed to bringing inflation back to 2%; It is appropriate to continue the rate hike and decisions will be taken meeting by meeting. Powell said the latest inflation measures suggest the Fed needs to accelerate the pace of its rate hike. On June 22nd, at 9: 30 a.m. EST on Wednesday, Federal Reserve Chairman Powell made a testimony statement on the semi-annual monetary policy report before the Senate Banking Committee.</p><p>POWELL: Sustained rate hike is appropriate. The speed of rate hike depends on future data. The Fed is firmly committed to bringing inflation back to 2%. The U.S. economy is very strong and can handle tighter policies. The Fed will continue to communicate its ideas as clearly as possible. Inflation must be lowered in order to maintain a strong job market. Financial conditions have tightened \"significantly\", reflecting actions taken so far and anticipated.</p><p>Available data for May suggests core inflation may remain at 4.9% annualized in April, or decline slightly. In the face of a rapidly changing economic environment, our policies have been adjusting and will continue to do so. Demand for labor is \"very strong,\" while labor supply remains sluggish, with little change in labor force participation since January. Corporate fixed asset investment growth appears to be slowing, and the housing market appears to be weakening in part due to higher mortgage rates. The rate of economic growth depends on future data. The Fed needs to be flexible in its response to data.</p><p>Powell said recent data showed real GDP rose in the current quarter and consumer spending remained strong; Data obtained in May showed that core inflation could remain at 4.9% annually or moderate slightly. Financial conditions have tightened \"substantially\", reflecting the actions taken so far and anticipated actions. In the face of a rapidly changing economic environment, \"our policies have been adapting and will continue to be\". Inflation has obviously exceeded expectations, and more surprises may happen in the future. The Fed needs to be flexible in responding to the upcoming data and changing prospects.</p><p>POWELL: It's fitting that a litany of additional rate hike has been priced in by the market.<span style=\"color:rgba(245,32,16,1);\"><b>The latest inflation gauge suggests we need to step up the pace of rate hike</b></span><b>。</b>We fully understand the inflation issue and are actively tackling it. Price stability is the cornerstone of economic development. We must restore price stability, and we will. Market feedback on our rate hike has been pretty good. We will see interest rates continue to rise rapidly. We are firmly committed to bringing inflation down and need to do so to get back to the labor market we all want.</p><p>Powell: The U.S. economy is very competitive, but there are also industries that are less competitive. We have never used rules on a wide scale to make policies in real time. The end of the year will be close to what the Taylor rule requires. Note: Taylor's rule is one of the common simple monetary policy rules. It is a short-term interest rate adjustment rule established by John Taylor of Stanford University in 1993 based on the actual experience of monetary policy in the United States. Taylor believes that keeping real short-term interest rates stable and a neutral policy stance, nominal interest rates should be raised (lowered) when the output gap is positive (negative) and the inflation gap is above (below) the target value.</p><p>Powell: Price inflation is a macroeconomic problem. There's really nothing the Fed can do about oil prices, and that's not the Fed's judgment of competition in the oil industry.</p><p><b>Related Reading</b></p><p><b>Read the details of Fed Chairman Powell's blockbuster testimony in one article</b></p><p>Federal Reserve Chairman Powell told lawmakers Wednesday that the Fed is determined to bring down inflation and has the ability to do so. He acknowledged that the current inflation rate in the United States is too high and needs to be lowered.</p><p>\"Inside the Fed, we understand the difficulties caused by high inflation. We are firmly committed to bringing inflation down, and we are moving quickly,\" Powell said in a speech to the Senate Banking Committee. \"We have both the tools we need and the determination we need to restore price stability on behalf of American households and businesses.\"</p><p>While expressing his determination on inflation, Powell said the economic situation is generally favourable, with a strong job market and continued high demand. However, he acknowledged that inflation is too high and needs to be lowered.</p><p>\"In the coming months, we will look for compelling evidence that inflation is falling, in line with inflation returning to 2%,\" Powell said. \"We expect that the current rate hike will be appropriate; the pace of these changes will continue to depend on new data and the changing economic outlook.\"</p><p>His comments highlighted the challenges facing the Fed. At present, the Federal Reserve is rate hike at the fastest pace since the 1980s to slow economic growth and bring down inflation.</p><p>The Fed's benchmark Federal Funds rate is now between 1.5% and 1.75%, historically low, but remains at levels seen in early 2020, when the pandemic caused Fed officials to cut interest rates to near zero. They kept interest rates near zero until March of this year.</p><p>The latest forecasts released by Fed officials last week show that it will raise its Federal Funds rate to at least 3% this year, with most of them expecting to rise to the 3.25%-3.5% range by December. That would be 1 percentage point higher than the highest level seen in 2018 after the 2008 financial crisis.</p><p>Borrowing costs have risen since last fall in anticipation of a Fed rate hike this year, and financial conditions \"have tightened significantly now,\" Powell said.</p><p>Federal Funds rate is the overnight interest rate on interbank loans, which affects the cost of borrowing across the economy, including rates on mortgages, credit cards, and business loans. The average interest rate on a 30-year fixed mortgage rose to 5.98% last week from 5.65% last week, the highest level since 2008, the American Mortgage Bankers Association reported Wednesday. It was the biggest weekly increase in mortgage rates since 2009.</p><p>Powell's testimony did not directly mention the tough trade-offs the Fed could face next year, especially if its policy measures weaken the job market without bringing inflation down in a convincing way.</p><p>If energy and commodity prices and supply chain bottlenecks don't ease soon, it will be increasingly difficult for the Fed to avoid a recession, Powell said at a news conference last week. The Fed is seeking to achieve what it calls a soft landing by cooling economic growth to keep inflation low enough without causing a downturn.</p><p>He noted that some uncertainties have exacerbated inflationary pressures. Powell's remarks are part of a congressionally mandated semi-annual report on monetary policy.</p><p>This is a particularly delicate moment for the Fed's policy. In the past three meetings, the Federal Reserve has accumulated 150 basis points (or 1.5 percentage points) of rate hike in response to annual inflation, which is growing at the fastest rate in more than 40 years.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123729187","content_text":"鲍威尔表示，美国经济非常强劲，能够应对更紧缩的政策；美联储坚定致力于让通胀率回到2%；继续加息是合适的，决定将逐次会议作出。鲍威尔表示，最新的通胀指标表明，美联储需要加快加息步伐。6月22日，美东时间周三上午9点30分，美联储主席鲍威尔在参议院银行委员会上就半年度货币政策报告做证词陈述。鲍威尔：持续加息是适当的。加息的速度取决于未来的数据。美联储坚决承诺将通胀率恢复到2%。美国经济非常强劲，可以应对更紧缩的政策。美联储将继续尽可能清晰地传达其想法。必须降低通胀，才能维持强劲的就业市场。金融状况“显著”收紧，反映了迄今为止采取的行动和预期的行动。5月份的可用数据显示，4月份的核心通货膨胀率可能保持在年化4.9%的水平，或略有下降。面对快速变化的经济环境，我们的政策一直在调整，并将继续这样做。劳动力需求“非常强劲”，而劳动力供应仍然低迷，自1月份以来，劳动力参与率几乎没有变化。企业固定资产投资增长似乎正在放缓，住房市场似乎在一定程度上由于抵押贷款利率上升而走软。经济增长速度取决于未来的数据。美联储需要灵活地对数据做出反应。鲍威尔表示，最近的数据显示实质GDP在当前季度上升，消费者支出保持强劲；5月份所得数据显示，核心通胀年率可能保持在4.9%或略有放缓。金融状况已经“大幅”收紧，反映了到目前为止采取的行动和预期的行动。面对快速变化的经济环境，“我们的政策一直在调整适应，而且将继续如此”。通胀明显地超出预期，未来可能会有更多意外发生，美联储需灵活应对即将公布的数据和不断变化的前景。鲍威尔：一连串额外的加息已被市场消化，这是合适的。最新的通胀指标表明，我们需要加快加息步伐。我们完全理解通胀问题，正在积极应对通胀。价格稳定是经济发展的基石。我们必须恢复价格稳定，而且我们将会做到。市场对我们加息的反馈相当不错。我们将看到利率继续快速上升。我们坚决致力于降低通货膨胀，需要这样做才能回到我们都想要的劳动力市场。鲍威尔：美国经济的竞争力很强，但也有些行业的竞争力较弱。我们从来没有在大范围内使用规则来实时制定政策。年底将接近泰勒规则所要求的水平。注：泰勒规则是常用的简单货币政策规则之一，由斯坦福大学的约翰.泰勒于1993年根据美国货币政策的实际经验而确定的一种短期利率调整的规则。泰勒认为，保持实际短期利率稳定和中性政策立场，当产出缺口为正（负）和通胀缺口超过（低于）目标值时，应提高（降低）名义利率。鲍威尔：价格通胀是一个宏观经济问题。美联储对油价真的无能为力，这不是美联储对石油行业竞争的判断。相关阅读一文读懂美联储主席鲍威尔刚发表重磅证词细节美联储主席鲍威尔星期三对国会议员说，美联储决心降低通货膨胀，并且有能力做到这一点。他承认目前美国通货膨胀率过高，需要降低。「在美联储里面，我们理解高通胀造成的困难。我们坚决致力于降低通胀，我们正在迅速采取行动，」鲍威尔在参议院银行委员会(Senate Banking Committee)发表讲话时表示。「我们既有我们需要的工具，也有代表美国家庭和企业恢复物价稳定所需的决心。」鲍威尔在表达对通货膨胀的决心的同时表示，经济形势总体有利，就业市场强劲，需求持续高企。然而，他承认，通货膨胀率过高，需要降低。鲍威尔说:「在未来几个月里，我们将寻找令人信服的证据，表明通胀正在下降，与通胀回到2%相符。」「我们预计，目前的加息将是适当的;这些变化的速度将继续取决于新出炉的数据和不断变化的经济前景。」他的言论突显了美联储面临的挑战。目前，美联储正以上世纪80年代以来最快的速度加息，以减缓经济增长，降低通胀。美联储的基准联邦基金利率目前在1.5%至1.75%之间，处于历史低位，但仍维持在2020年初的水平，当时疫情导致美联储官员将利率下调至接近于零的水平。他们将利率维持在接近零的水平直到今年3月。美联储官员们上周公布的最新预测显示，今年将把联邦基金利率至少提高到3%，其中大多数预计到12月将升至3.25% - 3.5%的区间。这将比2018年2008年金融危机后的最高水平高出1个百分点。鲍威尔说，由于预期美联储将在今年加息，借款成本从去年秋天开始上升，金融状况「现在已经明显收紧」。联邦基金利率是银行间贷款的隔夜利率，它影响着整个经济的借贷成本，包括抵押贷款、信用卡和企业贷款的利率。美国抵押贷款银行家协会周三公布，上周30年期固定抵押贷款的平均利率从上周的5.65%升至5.98%，为2008年以来的最高水平。这是自2009年以来抵押贷款利率最大的一周涨幅。鲍威尔的证词并没有直接提到美联储明年可能面临的艰难权衡，尤其是如果美联储的政策措施削弱了就业市场，但又没有以令人信服的方式降低通胀。鲍威尔在上周的新闻发布会上说，如果能源和大宗商品价格以及供应链瓶颈问题不能很快缓解，美联储将越来越难以避免经济衰退。美联储正寻求通过给经济增长降温，使其足够低的通胀水平，同时又不会导致经济下滑，从而实现所谓的软着陆。他指出，一些不确定性因素加剧了通胀压力。鲍威尔的讲话是国会授权的货币政策半年度报告的一部分。对于美联储的政策来说，这是一个特别微妙的时刻。在过去的3次会议中，美联储已累计加息150个基点(即1.5个百分点)，以应对正以40多年来最快速度增长的年度通胀。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057796109,"gmtCreate":1655563492601,"gmtModify":1676535662419,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057796109","repostId":"1130766759","repostType":4,"repost":{"id":"1130766759","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":1655260917,"share":"https://ttm.financial/m/news/1130766759?lang=en_US&edition=fundamental","pubTime":"2022-06-15 10:41","market":"us","language":"zh","title":"Reminder: U.S. stocks are closed for one day on June 20th due to the U.S. federal holiday Juneteenth","url":"https://stock-news.laohu8.com/highlight/detail?id=1130766759","media":"老虎资讯综合","summary":"这一节日是美国自1983年的“马丁·路德·金日”以来新增的第一个全国法定节日。","content":"<p><html><head></head><body>Dear Investors:</p><p><b>U.S. stocks will be closed on Monday, June 20</b>Since June 19 (Sunday) is a federal holiday in the United States (Juneteenth). It is worth mentioning that the holiday is rather \"young\" and was only legalized last year, the United States since \"Martin Luther King Day\" in 1983.<b>The first new national statutory holiday.</b></p><p><img src=\"https://static.tigerbbs.com/f29a163308823ba7a1941858fd5eec00\" tg-width=\"800\" tg-height=\"750\" referrerpolicy=\"no-referrer\"/></p><p>I wish you a smooth investment</p><p>Tiger Brokers</p><p><b>Market closure arrangement</b></p><p><b>U.S. stocks</b></p><p>The market will be closed on Monday, June 20th, and will open as usual from Tuesday, June 21st.</p><p><b>Hong Kong stocks, A shares, Singapore stock market, Australian market</b></p><p>Trading as usual.</p><p><b>Background Introduction</b></p><p>On June 17, 2021, U.S. President Joe Biden signed a decree designating June 19 each year as a national holiday to commemorate the end of slavery in the United States, with the holiday name \"Juneteenth,\" which is taken from the combination of June and Nineteenth. Chinese officials call the holiday \"Juneteenth\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ea0fb2e3d74348973bae50742d5fef\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>Biden with 'Juneteenth Grandmother' Opal Lee</span></p><p>Perhaps it is precisely because Juneteenth is very \"young\" that at this time last year, the US SEC (Securities and Exchange Commission) also had a \"disagreement\" with the US stock market because of this holiday:<b>The SEC is on holiday, while the NYSE and Nasdaq open as usual.</b>The SEC said: \"The exchange determines the operating status of federal holidays at its own discretion, and we understand that major markets operate during normal hours.\" The NYSE responded at the time that it would assess whether Juneteenth in 2022 would be closed for the holidays.</p><p>At present, it seems that such \"disagreements\" will not be repeated this year.</p><p><img src=\"https://static.tigerbbs.com/9a9fb37a410b40a0a3403a1cc8cb8e6d\" tg-width=\"1080\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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: U.S. stocks are closed for one day on June 20th due to the U.S. federal holiday Juneteenth</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: U.S. stocks are closed for one day on June 20th due to the U.S. federal holiday Juneteenth\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\">2022-06-15 10:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Dear Investors:</p><p><b>U.S. stocks will be closed on Monday, June 20</b>Since June 19 (Sunday) is a federal holiday in the United States (Juneteenth). It is worth mentioning that the holiday is rather \"young\" and was only legalized last year, the United States since \"Martin Luther King Day\" in 1983.<b>The first new national statutory holiday.</b></p><p><img src=\"https://static.tigerbbs.com/f29a163308823ba7a1941858fd5eec00\" tg-width=\"800\" tg-height=\"750\" referrerpolicy=\"no-referrer\"/></p><p>I wish you a smooth investment</p><p>Tiger Brokers</p><p><b>Market closure arrangement</b></p><p><b>U.S. stocks</b></p><p>The market will be closed on Monday, June 20th, and will open as usual from Tuesday, June 21st.</p><p><b>Hong Kong stocks, A shares, Singapore stock market, Australian market</b></p><p>Trading as usual.</p><p><b>Background Introduction</b></p><p>On June 17, 2021, U.S. President Joe Biden signed a decree designating June 19 each year as a national holiday to commemorate the end of slavery in the United States, with the holiday name \"Juneteenth,\" which is taken from the combination of June and Nineteenth. Chinese officials call the holiday \"Juneteenth\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ea0fb2e3d74348973bae50742d5fef\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>Biden with 'Juneteenth Grandmother' Opal Lee</span></p><p>Perhaps it is precisely because Juneteenth is very \"young\" that at this time last year, the US SEC (Securities and Exchange Commission) also had a \"disagreement\" with the US stock market because of this holiday:<b>The SEC is on holiday, while the NYSE and Nasdaq open as usual.</b>The SEC said: \"The exchange determines the operating status of federal holidays at its own discretion, and we understand that major markets operate during normal hours.\" The NYSE responded at the time that it would assess whether Juneteenth in 2022 would be closed for the holidays.</p><p>At present, it seems that such \"disagreements\" will not be repeated this year.</p><p><img src=\"https://static.tigerbbs.com/9a9fb37a410b40a0a3403a1cc8cb8e6d\" tg-width=\"1080\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3beebfa3e0137570abe14d50f470080d","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130766759","content_text":"尊敬的投资者：美股将于6月20日（星期一）休市，因为6月19日（星期日）是美国的联邦假日（六月节）。值得一提的是，这一节日相当“年轻”，去年才被合法化，是美国自1983年的“马丁·路德·金日”以来新增的第一个全国法定节日。预祝投资顺利老虎证券休市安排美股6月20日（周一）休市，6月21日（周二）起照常开市。港股、A股、新加坡股市、澳大利亚市场照常交易。背景介绍2021年6月17日，美国总统拜登签署法令，将每年的6月19日定为全国法定节假日以纪念美国奴隶制的终结，节日名称为“Juneteenth”，该名称取自June（六月）和Nineteenth（十九）的组合。中国官方称这一节日为“六月节”。拜登与“六月节祖母”Opal Lee或许正是因为六月节非常“年轻”，去年的这个时候，美国SEC（证券交易委员会）还因为这个节日和美股市场产生了“分歧”：SEC放假，而纽交所和纳斯达克交易所却照常开市。SEC表示：“交易所自行决定联邦假期的运营状态，我们对各主要市场在正常时间内运营表示理解。”纽交所当时回应称，将评估2022年的六月节是否停业过节。目前看来这样的“分歧”今年不会重演了。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055047681,"gmtCreate":1655220937343,"gmtModify":1676535588053,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055047681","repostId":"1155981261","repostType":4,"repost":{"id":"1155981261","kind":"news","pubTimestamp":1655220074,"share":"https://ttm.financial/m/news/1155981261?lang=en_US&edition=fundamental","pubTime":"2022-06-14 23:21","market":"sh","language":"zh","title":"\"Di Wang\" was actively sung by brokers, and CITIC shouted \"trillion new starting point\"!","url":"https://stock-news.laohu8.com/highlight/detail?id=1155981261","media":"上海证券报","summary":"比亚迪股价创出历史新高、公司市值突破1万亿元之际，多家券商调整了对比亚迪的盈利预测及目标价预测。券业龙头中信证券最新发布研报，按分部估值法给予比亚迪2023年合理价值1.4万亿元，对应A股目标价481","content":"<p><div>When BYD's share price hit a record high and the company's market value exceeded 1 trillion yuan, many brokers adjusted their profit forecasts and target price forecasts for BYD. CITIC Securities, the leader in the securities industry, recently released a research report, giving BYD a reasonable value of 1.4 trillion yuan in 2023 according to the segment valuation method, corresponding to the A-share target price of 481.1 yuan. Some investors seem to disagree with CITIC Securities' increase in BYD's target price this time, and even cited a number of \"reverse\" cases. The reporter found that, including BYD, CATL, Kweichow Moutai, etc., in recent years, behind the stock price fluctuations of many popular blue-chip stocks, investors will raise concerns about securities firms...</p><p><a href=\"https://mp.weixin.qq.com/s/PpcQOvt9285FKhOG8lTUuw\">Web link</a></div></p>","source":"shzqb","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>\"Di Wang\" was actively sung by brokers, and CITIC shouted \"trillion new starting point\"!</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\">\n\"Di Wang\" was actively sung by brokers, and CITIC shouted \"trillion new starting point\"!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2022-06-14 23:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>When BYD's share price hit a record high and the company's market value exceeded 1 trillion yuan, many brokers adjusted their profit forecasts and target price forecasts for BYD. CITIC Securities, the leader in the securities industry, recently released a research report, giving BYD a reasonable value of 1.4 trillion yuan in 2023 according to the segment valuation method, corresponding to the A-share target price of 481.1 yuan. Some investors seem to disagree with CITIC Securities' increase in BYD's target price this time, and even cited a number of \"reverse\" cases. The reporter found that, including BYD, CATL, Kweichow Moutai, etc., in recent years, behind the stock price fluctuations of many popular blue-chip stocks, investors will raise concerns about securities firms...</p><p><a href=\"https://mp.weixin.qq.com/s/PpcQOvt9285FKhOG8lTUuw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/PpcQOvt9285FKhOG8lTUuw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪"},"source_url":"https://mp.weixin.qq.com/s/PpcQOvt9285FKhOG8lTUuw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155981261","content_text":"比亚迪股价创出历史新高、公司市值突破1万亿元之际，多家券商调整了对比亚迪的盈利预测及目标价预测。券业龙头中信证券最新发布研报，按分部估值法给予比亚迪2023年合理价值1.4万亿元，对应A股目标价481.1元。对于中信证券此番上调比亚迪目标价，部分投资者似乎并不认同，甚至举出了多个“反向”案例。记者发现，包括比亚迪、宁德时代、贵州茅台等在内，近年来多只热门蓝筹股股价波动背后，都会掀起投资者关于券商目标价的热议。如何正确看待券商研报给出的目标价？专业投资人士也发表了各自的见解。一方面，券商目标价多与盈利预测挂钩，回顾历史，券商对未来一年乃至更长时间的盈利预测往往存在偏差，因此给出的目标价也不一定准确；另一方面，相较于目标价或者投资评级，券商研报中投资逻辑的参考价值往往更高。此外，部分文字、数据细节才是读报告时更加需要关注的内容。中信证券上调“迪王”目标价近日，中信证券发布比亚迪个股研报，标题为《万亿新起点，高端化、全球化、智能化打开成长空间》，报告主要从“三化”角度点评了比亚迪总市值首次突破万亿这一事件。高端化方面，中信证券称比亚迪爆款新车型腾势D9、海豹发布，集中发力高端市场，50万元以上豪华品牌可期。公司旗舰轿车“汉”5月销量再创新高，验证了公司电动产品竞争力；公司发布腾势品牌和高端电动MPV腾势D9，瞄准“自主+电动”高端MPV市场；5月20日，公司e3.0平台首款B级轿跑海豹发布，发布会结束当天订单量即超2万辆；公司50万元以上的豪华品牌有望在未来半年发布，亦有望成为爆款。全球化方面，比亚迪车型矩阵逐步完善，出海征程即将开启。自2021年5月宣布计划在年内向挪威交付1500台唐EV开始，汉、元PlusEV及秦Plus、宋PlusDM-i也逐渐在欧洲、南美、澳洲多个国家和地区登陆。目前公司电动车相比外资竞品已有显著优势，未来随着公司高端、豪华车型矩阵逐步完善，出海征程有望加速。智能化方面，比亚迪销量提升，产业链话语权强化，短期与行业头部供应商合作，中长期自研方案有望占主导地位。未来随着高端车型落地，公司亦具备了高阶智能驾驶的承载平台。叠加公司领先行业的销量规模带来巨量数据，公司智能驾驶功能有望非线性加速迭代，从“并跑”超越至“领跑”地位。中信证券认为，公司未来高端化完善车型矩阵、提升品牌定位，为全球化和智能化提供支撑，“三化”逐步落地打开公司新成长空间。考虑公司未来电池、半导体电动化供应链价值，采用分部估值法进行估值。截自中信证券研报“汽车业务方面，预计2023年销量约250万辆，其中30万元以上腾势+高端品牌销量有望达20万辆。预计2023年公司汽车业务收入约3800亿元，考虑特斯拉、蔚来、理想、小鹏PS估值倍数和公司‘三化’进程，给予公司2023年汽车业务2.5倍PS，对应9500亿元市值。”“电池业务方面，预计公司2023年市场份额为宁德时代的约1/3，考虑公司外供加速，相比于行业竞争对手公司CTB（电池底盘一体化）技术领先，技术红利有望兑现至盈利能力，该业务合理市值亦取宁德时代目前市值的1/3，约3500亿元。”“半导体+电子业务按市值乘以持股比例，判断市值约1000亿元。”“综上，考虑公司未来高端化、全球化、智能化逐步落地，公司合理市值空间有望达1.4万亿元，对应A/H股目标价481.1元/562.6港元，维持公司（A+H股）买入评级，继续重点推荐。”值得注意的是，中信证券在6月初刚刚发布过比亚迪个股研报，当时给予公司2022年合理价值10935亿元，对应A、H股目标价分别为375.6元和462.9港元。截至今日收盘，比亚迪A股报343.59元，已十分逼近中信证券给出的2022年目标价，距离2023年目标价还有40%的潜在上涨空间。比亚迪日线走势研报目标价参考价值几何？除了中信证券外，长江证券、天风证券、国信证券、东吴证券多家券商6月以来也发布了比亚迪个股研报，部分大幅上调了对公司的盈利预测，且多数维持“买入”评级。但记者翻阅各大投资社区，发现部分投资者对于券商密集上调“迪王”目标价或盈利预测的举动并不认同，甚至举出了不少案例，表示券商高位“唱多”可能会成为“反向指标”。随着近年来A股风格轮动加剧，多只热门蓝筹股股价波动背后都会掀起有关券商目标价是否准确的热议。如某券商去年年初调高贵州茅台目标价至3000元，今年年初又调低目标价至2246元；宁德时代更是获某券商喊出905.8元目标价，目前最新股价已较这一价格“腰斩”。研报目标价参考价值几何？专业投资人士发表了各自的见解。知名价值派基金经理、现任中泰资管基金业务部总经理兼投资总监的姜诚，曾作出了一段中肯的评述。“很多人看研报最关注的是结论（包括目标价、投资评级等），第二关注的是推荐逻辑，有时间才看细节。在我看来，这完全反了。”姜诚认为，研报投资评级是没有标准答案的，目标价则更是“心中花”。“投资逻辑的参考价值比投资评级和目标价要大，通常在报告的‘摘要’部分。通畅的逻辑是投资决策的必要条件，读摘要，有助于我们迅速抓住股票的关键点。”姜诚表示，“决定股票投资价值的‘事实’更是隐藏在报告的细节中，在繁复的图表中，在枯燥的叙事中，这些东西，恰恰是我在读报告时最关注的。”截自中泰资管姜诚雪球账号另有业内人士做过统计，以过去十年的历史数据来看，券商对于短期的盈利预测往往具有较高的准确率，如在三季报公布后预测当年度的盈利，落在一倍标准差以内的概率几乎接近100%。但是，随着时间的拉长，预测1年后的盈利增速，仅有大约一半的盈利预测能够落在一倍标准差以内；如果时间拉长到两年，这一命中率只会落在盈利增速异常稳健的消费和地产链行业。由于目标价的预测来源于盈利预测，盈利预测的偏差势必造成目标价的“失准”。但与多数基本面波动较大的周期股和“伪成长股”相比，那些被视为核心资产的公司的盈利预测相对具有确定性。虽然通过模型框架推演出的预测不会十分精确，但确实可以在投资中起到一定的参考作用。正如姜诚所言，“总之，券商研报是好东西。要让好东西发挥功效，就需要有好的打开方式。”","news_type":1,"symbols_score_info":{"01211":0.9,"002594":0.9}},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055047996,"gmtCreate":1655220930715,"gmtModify":1676535588038,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"i","listText":"i","text":"i","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055047996","repostId":"1155981261","repostType":4,"isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052133137,"gmtCreate":1655134964229,"gmtModify":1676535568144,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"Q","listText":"Q","text":"Q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052133137","repostId":"1146887080","repostType":4,"repost":{"id":"1146887080","kind":"news","pubTimestamp":1655171803,"share":"https://ttm.financial/m/news/1146887080?lang=en_US&edition=fundamental","pubTime":"2022-06-14 09:56","market":"us","language":"zh","title":"FOMC is approaching, how does rate hike expect to perform?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146887080","media":"泓观卓见","summary":"FOMC将于美东时间6月15日（周三）召开，上周起美联储进入缄默期。然而，上周超预期的通胀数据出炉后，通胀预期上升，加息预期大幅升温，市场进入紧缩交易。对于当前通胀与市场预期的解读，我们认为：供应链方","content":"<p><html><head></head><body><b>FOMC will be held on June 15th (Wednesday), Eastern Time, and the Federal Reserve has entered a silent period since last week. However, after last week's more than expected inflation data came out, inflation expectations rose, rate hike expectations heated up sharply and the market entered tightening trading. For the interpretation of current inflation and market expectations, we believe that:</b></p><p><b>In terms of supply chain, the delivery price dropped sharply, and the internal and external logistics pressure in the United States eased significantly.</b>The number of ships waiting at berths and their peripheries in the ports of Los Angeles and Long Beach in the United States dropped significantly from 30 last week to 19, and the waiting time for ships entering berths in the ports continued the downward trend. In terms of logistics, the shipping price has dropped significantly recently, and the US logistics managers' index has continued to fall, among which the delivery price index has dropped by 8.6%, while the delivery capacity has increased sharply. At present, the improvement of logistics is the result of the joint action of supply and demand. Under the background of excess replenishment of labor force in transportation and warehousing industry and gradual decline of demand, the internal and external logistics situation in the United States is gradually recovering.</p><p><b>However, the supply uncertainty under the Russia-Ukraine conflict has further pushed up inflation expectations.</b>Although the supply chain data showed an obvious improvement in logistics, under the influence of the unexpected inflation data on June 10th, the inflation expectations of the market and residents went up further. At present, the high inflation is mainly caused by supply factors, and the unexpected rise in energy and food prices under the Russia-Ukraine conflict has pushed up inflation. The uncertainty of supply recovery also makes the market and residents' inflation expectations go up further.</p><p><b>With the tightening trading under the double killing of stocks and bonds, the rate hike is expected to heat up further.</b>The market's interest rate hike expectation for the full year of 2022 rose from 258bp last week to 293bp-that is, on the basis of previous expectations, it is expected that there will be one meeting in rate hike in addition to June and July of at least 50bp; Inflation expectations drive the US Treasury yields to rise rapidly. The 10-year US Treasury yields has now exceeded 3.24%, and the 10Y-2Y yield was once inverted; All three major U.S. stock indexes showed a downward trend, with the Nasdaq falling more than 5% in the week</p><p><b>Looking back, the Fed is caught in the dilemma of \"inflation\" and \"stagnation\", and the market will be in a stage of continuous volatility.</b>In May, the inflation level reached a new high this year, and the White House's political focus is still \"anti-inflation\". Until inflation clearly eases, the Fed may still maintain a hawkish attitude beyond expectations under multiple pressures. However, the rapid tightening of the Federal Reserve has put downward pressure on the economy. The negative feedback of the downward trend of the stock market on household consumption and the rising financing cost of enterprises have also put some pressure on the goal of \"soft landing\" of the Federal Reserve. As there is little room for the Fed's policy adjustment, the current market is still in a period of high volatility that is sensitive to the Fed's statement and inflation signal.</p><p><b>Risk: The persistence of inflation in the United States exceeds expectations, and the tightening of monetary policy by the Federal Reserve exceeds expectations.</b></p><p><b>'Inflation-Fed Tightening' Clue Tracker</b></p><p><img src=\"https://static.tigerbbs.com/6aff3e63e3824b2bc26117938fb09fa0\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/28fc9732996e86da944102c9cf7a3786\" tg-width=\"1080\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c3e5270d56b3f873cadfd06410181b3c\" tg-width=\"1080\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/3351a99c1da9973de229674821271f41\" tg-width=\"1080\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/472d5d3761859cd07c90106e7cfc73d0\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p><b>Markets: rate hike Expected to Heat Up Further</b></p><p><img src=\"https://static.tigerbbs.com/18a4ee59973516c806f18952515f89c8\" tg-width=\"1080\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/97b7f8aba71e39a4c71df266ddc88c6d\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d22e156c3886d8a22b3a926ba1650b19\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/44b14104dd50de699bb1b7b65dc2beb3\" tg-width=\"1080\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e962656495ec9f5f0aacd42112a7caea\" tg-width=\"1080\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p><b>Inflation: Residents' inflation expectations climb, port and logistics pressures continue to ease</b></p><p><img src=\"https://static.tigerbbs.com/df8d97196eb49598c49e2d66d37cc69e\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/14093036dfc5b3ae54e7ec359ff6ba92\" tg-width=\"1080\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/1751b178d4b40f9f53651223ebc8f85f\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/5d0d40ea5a09a8f992e3e91d21878164\" tg-width=\"1080\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61e87601f799546f86e3a8acda46b8a2\" tg-width=\"1080\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/de8085c6477627e4ac7ec51d1e036585\" tg-width=\"1080\" tg-height=\"561\" referrerpolicy=\"no-referrer\"/></p><p><b>Risk: The persistence of inflation in the United States exceeds expectations, and the tightening of monetary policy by the Federal Reserve exceeds expectations.</b></p><p></body></html></p>","source":"lsy1642125700961","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>FOMC is approaching, how does rate hike expect to perform?</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; 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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\">\nFOMC is approaching, how does rate hike expect to perform?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">泓观卓见</strong><span class=\"h-time small\">2022-06-14 09:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>FOMC will be held on June 15th (Wednesday), Eastern Time, and the Federal Reserve has entered a silent period since last week. However, after last week's more than expected inflation data came out, inflation expectations rose, rate hike expectations heated up sharply and the market entered tightening trading. For the interpretation of current inflation and market expectations, we believe that:</b></p><p><b>In terms of supply chain, the delivery price dropped sharply, and the internal and external logistics pressure in the United States eased significantly.</b>The number of ships waiting at berths and their peripheries in the ports of Los Angeles and Long Beach in the United States dropped significantly from 30 last week to 19, and the waiting time for ships entering berths in the ports continued the downward trend. In terms of logistics, the shipping price has dropped significantly recently, and the US logistics managers' index has continued to fall, among which the delivery price index has dropped by 8.6%, while the delivery capacity has increased sharply. At present, the improvement of logistics is the result of the joint action of supply and demand. Under the background of excess replenishment of labor force in transportation and warehousing industry and gradual decline of demand, the internal and external logistics situation in the United States is gradually recovering.</p><p><b>However, the supply uncertainty under the Russia-Ukraine conflict has further pushed up inflation expectations.</b>Although the supply chain data showed an obvious improvement in logistics, under the influence of the unexpected inflation data on June 10th, the inflation expectations of the market and residents went up further. At present, the high inflation is mainly caused by supply factors, and the unexpected rise in energy and food prices under the Russia-Ukraine conflict has pushed up inflation. The uncertainty of supply recovery also makes the market and residents' inflation expectations go up further.</p><p><b>With the tightening trading under the double killing of stocks and bonds, the rate hike is expected to heat up further.</b>The market's interest rate hike expectation for the full year of 2022 rose from 258bp last week to 293bp-that is, on the basis of previous expectations, it is expected that there will be one meeting in rate hike in addition to June and July of at least 50bp; Inflation expectations drive the US Treasury yields to rise rapidly. The 10-year US Treasury yields has now exceeded 3.24%, and the 10Y-2Y yield was once inverted; All three major U.S. stock indexes showed a downward trend, with the Nasdaq falling more than 5% in the week</p><p><b>Looking back, the Fed is caught in the dilemma of \"inflation\" and \"stagnation\", and the market will be in a stage of continuous volatility.</b>In May, the inflation level reached a new high this year, and the White House's political focus is still \"anti-inflation\". Until inflation clearly eases, the Fed may still maintain a hawkish attitude beyond expectations under multiple pressures. However, the rapid tightening of the Federal Reserve has put downward pressure on the economy. The negative feedback of the downward trend of the stock market on household consumption and the rising financing cost of enterprises have also put some pressure on the goal of \"soft landing\" of the Federal Reserve. As there is little room for the Fed's policy adjustment, the current market is still in a period of high volatility that is sensitive to the Fed's statement and inflation signal.</p><p><b>Risk: The persistence of inflation in the United States exceeds expectations, and the tightening of monetary policy by the Federal Reserve exceeds expectations.</b></p><p><b>'Inflation-Fed Tightening' Clue Tracker</b></p><p><img src=\"https://static.tigerbbs.com/6aff3e63e3824b2bc26117938fb09fa0\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/28fc9732996e86da944102c9cf7a3786\" tg-width=\"1080\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c3e5270d56b3f873cadfd06410181b3c\" tg-width=\"1080\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/3351a99c1da9973de229674821271f41\" tg-width=\"1080\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/472d5d3761859cd07c90106e7cfc73d0\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p><b>Markets: rate hike Expected to Heat Up Further</b></p><p><img src=\"https://static.tigerbbs.com/18a4ee59973516c806f18952515f89c8\" tg-width=\"1080\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/97b7f8aba71e39a4c71df266ddc88c6d\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d22e156c3886d8a22b3a926ba1650b19\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/44b14104dd50de699bb1b7b65dc2beb3\" tg-width=\"1080\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e962656495ec9f5f0aacd42112a7caea\" tg-width=\"1080\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p><b>Inflation: Residents' inflation expectations climb, port and logistics pressures continue to ease</b></p><p><img src=\"https://static.tigerbbs.com/df8d97196eb49598c49e2d66d37cc69e\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/14093036dfc5b3ae54e7ec359ff6ba92\" tg-width=\"1080\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/1751b178d4b40f9f53651223ebc8f85f\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/5d0d40ea5a09a8f992e3e91d21878164\" tg-width=\"1080\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61e87601f799546f86e3a8acda46b8a2\" tg-width=\"1080\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/de8085c6477627e4ac7ec51d1e036585\" tg-width=\"1080\" tg-height=\"561\" referrerpolicy=\"no-referrer\"/></p><p><b>Risk: The persistence of inflation in the United States exceeds expectations, and the tightening of monetary policy by the Federal Reserve exceeds expectations.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/dDIXhHtBrLKd9lfcunvTDQ\">泓观卓见</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"BK4077":"互动媒体与服务","FOMC":"FOMO CORP."},"source_url":"https://mp.weixin.qq.com/s/dDIXhHtBrLKd9lfcunvTDQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146887080","content_text":"FOMC将于美东时间6月15日（周三）召开，上周起美联储进入缄默期。然而，上周超预期的通胀数据出炉后，通胀预期上升，加息预期大幅升温，市场进入紧缩交易。对于当前通胀与市场预期的解读，我们认为：供应链方面，交运价格大幅回落，美国内外部物流压力明显缓和。美国洛杉矶和长滩港在泊位及其外围等待的船只数量从上周的30只明显回落至19只，港口进入泊位船舶等待时间延续下降趋势。物流方面，近期海运价格明显下滑，美国物流经理人指数持续回落，其中交运价格指数回落8.6%，而交运能力大幅上升。当前物流的好转是由供给和需求共同作用的结果，在交运仓储行业劳动力的超额回补以及需求逐渐回落的背景下，美国内外部物流情况逐渐恢复。然而，俄乌冲突下的供给不确定性进一步推升通胀预期。尽管供应链数据呈现物流的明显好转，但6月10日超预期的通胀数据影响下，市场及居民通胀预期进一步上行。当前来看，高企的通胀主要是由于供给因素导致的，俄乌冲突下的能源和食品价格超预期上涨推升了通胀。对于供给恢复的不确定性也使得市场和居民通胀预期进一步上行。股债双杀下的紧缩交易，加息预期进一步升温。市场对2022年全年加息预期从上周258bp上行至293bp——即在此前预期的基础上预期除6、7月外还将有一次会议加息至少50bp；通胀预期驱动美债利率快速上行，10年期美债利率当前已突破3.24%，且10Y-2Y收益率一度倒挂；美国三大股指均呈现下行趋势，纳斯达克当周跌幅超5%往后看，联储陷入“胀”与“滞”的两难，市场将处于持续波动的阶段。5月通胀水平再创年内新高，白宫的政治重心仍然在“抗通胀”，在通胀明确缓解之前，多重压力下联储或仍将保持超预期的鹰派态度。然而，联储的快速收紧已经给经济造成了下行压力，股市下行对居民消费的负反馈以及企业融资成本的上升，也为联储“软着陆”的目标造成了一定的压力。由于联储政策调整的空间已经不大，当前市场仍处于对于联储表态和通胀信号较为敏感的高波动期。风险提示：美国通胀持续性超预期，联储货币政策收紧超预期。“通胀-联储收紧”线索追踪市场：加息预期进一步升温通胀：居民通胀预期攀升，港口和物流压力持续缓解风险提示：美国通胀持续性超预期，联储货币政策收紧超预期。","news_type":1,"symbols_score_info":{"FOMC":0.9}},"isVote":1,"tweetType":1,"viewCount":2117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052133996,"gmtCreate":1655134957515,"gmtModify":1676535568140,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052133996","repostId":"1146887080","repostType":4,"repost":{"id":"1146887080","kind":"news","pubTimestamp":1655171803,"share":"https://ttm.financial/m/news/1146887080?lang=en_US&edition=fundamental","pubTime":"2022-06-14 09:56","market":"us","language":"zh","title":"FOMC is approaching, how does rate hike expect to perform?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146887080","media":"泓观卓见","summary":"FOMC将于美东时间6月15日（周三）召开，上周起美联储进入缄默期。然而，上周超预期的通胀数据出炉后，通胀预期上升，加息预期大幅升温，市场进入紧缩交易。对于当前通胀与市场预期的解读，我们认为：供应链方","content":"<p><html><head></head><body><b>FOMC will be held on June 15th (Wednesday), Eastern Time, and the Federal Reserve has entered a silent period since last week. However, after last week's more than expected inflation data came out, inflation expectations rose, rate hike expectations heated up sharply and the market entered tightening trading. For the interpretation of current inflation and market expectations, we believe that:</b></p><p><b>In terms of supply chain, the delivery price dropped sharply, and the internal and external logistics pressure in the United States eased significantly.</b>The number of ships waiting at berths and their peripheries in the ports of Los Angeles and Long Beach in the United States dropped significantly from 30 last week to 19, and the waiting time for ships entering berths in the ports continued the downward trend. In terms of logistics, the shipping price has dropped significantly recently, and the US logistics managers' index has continued to fall, among which the delivery price index has dropped by 8.6%, while the delivery capacity has increased sharply. At present, the improvement of logistics is the result of the joint action of supply and demand. Under the background of excess replenishment of labor force in transportation and warehousing industry and gradual decline of demand, the internal and external logistics situation in the United States is gradually recovering.</p><p><b>However, the supply uncertainty under the Russia-Ukraine conflict has further pushed up inflation expectations.</b>Although the supply chain data showed an obvious improvement in logistics, under the influence of the unexpected inflation data on June 10th, the inflation expectations of the market and residents went up further. At present, the high inflation is mainly caused by supply factors, and the unexpected rise in energy and food prices under the Russia-Ukraine conflict has pushed up inflation. The uncertainty of supply recovery also makes the market and residents' inflation expectations go up further.</p><p><b>With the tightening trading under the double killing of stocks and bonds, the rate hike is expected to heat up further.</b>The market's interest rate hike expectation for the full year of 2022 rose from 258bp last week to 293bp-that is, on the basis of previous expectations, it is expected that there will be one meeting in rate hike in addition to June and July of at least 50bp; Inflation expectations drive the US Treasury yields to rise rapidly. The 10-year US Treasury yields has now exceeded 3.24%, and the 10Y-2Y yield was once inverted; All three major U.S. stock indexes showed a downward trend, with the Nasdaq falling more than 5% in the week</p><p><b>Looking back, the Fed is caught in the dilemma of \"inflation\" and \"stagnation\", and the market will be in a stage of continuous volatility.</b>In May, the inflation level reached a new high this year, and the White House's political focus is still \"anti-inflation\". Until inflation clearly eases, the Fed may still maintain a hawkish attitude beyond expectations under multiple pressures. However, the rapid tightening of the Federal Reserve has put downward pressure on the economy. The negative feedback of the downward trend of the stock market on household consumption and the rising financing cost of enterprises have also put some pressure on the goal of \"soft landing\" of the Federal Reserve. As there is little room for the Fed's policy adjustment, the current market is still in a period of high volatility that is sensitive to the Fed's statement and inflation signal.</p><p><b>Risk: The persistence of inflation in the United States exceeds expectations, and the tightening of monetary policy by the Federal Reserve exceeds expectations.</b></p><p><b>'Inflation-Fed Tightening' Clue Tracker</b></p><p><img src=\"https://static.tigerbbs.com/6aff3e63e3824b2bc26117938fb09fa0\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/28fc9732996e86da944102c9cf7a3786\" tg-width=\"1080\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c3e5270d56b3f873cadfd06410181b3c\" tg-width=\"1080\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/3351a99c1da9973de229674821271f41\" tg-width=\"1080\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/472d5d3761859cd07c90106e7cfc73d0\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p><b>Markets: rate hike Expected to Heat Up Further</b></p><p><img src=\"https://static.tigerbbs.com/18a4ee59973516c806f18952515f89c8\" tg-width=\"1080\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/97b7f8aba71e39a4c71df266ddc88c6d\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d22e156c3886d8a22b3a926ba1650b19\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/44b14104dd50de699bb1b7b65dc2beb3\" tg-width=\"1080\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e962656495ec9f5f0aacd42112a7caea\" tg-width=\"1080\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p><b>Inflation: Residents' inflation expectations climb, port and logistics pressures continue to ease</b></p><p><img src=\"https://static.tigerbbs.com/df8d97196eb49598c49e2d66d37cc69e\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/14093036dfc5b3ae54e7ec359ff6ba92\" tg-width=\"1080\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/1751b178d4b40f9f53651223ebc8f85f\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/5d0d40ea5a09a8f992e3e91d21878164\" tg-width=\"1080\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61e87601f799546f86e3a8acda46b8a2\" tg-width=\"1080\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/de8085c6477627e4ac7ec51d1e036585\" tg-width=\"1080\" tg-height=\"561\" referrerpolicy=\"no-referrer\"/></p><p><b>Risk: The persistence of inflation in the United States exceeds expectations, and the tightening of monetary policy by the Federal Reserve exceeds expectations.</b></p><p></body></html></p>","source":"lsy1642125700961","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>FOMC is approaching, how does rate hike expect to perform?</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; 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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\">\nFOMC is approaching, how does rate hike expect to perform?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">泓观卓见</strong><span class=\"h-time small\">2022-06-14 09:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>FOMC will be held on June 15th (Wednesday), Eastern Time, and the Federal Reserve has entered a silent period since last week. However, after last week's more than expected inflation data came out, inflation expectations rose, rate hike expectations heated up sharply and the market entered tightening trading. For the interpretation of current inflation and market expectations, we believe that:</b></p><p><b>In terms of supply chain, the delivery price dropped sharply, and the internal and external logistics pressure in the United States eased significantly.</b>The number of ships waiting at berths and their peripheries in the ports of Los Angeles and Long Beach in the United States dropped significantly from 30 last week to 19, and the waiting time for ships entering berths in the ports continued the downward trend. In terms of logistics, the shipping price has dropped significantly recently, and the US logistics managers' index has continued to fall, among which the delivery price index has dropped by 8.6%, while the delivery capacity has increased sharply. At present, the improvement of logistics is the result of the joint action of supply and demand. Under the background of excess replenishment of labor force in transportation and warehousing industry and gradual decline of demand, the internal and external logistics situation in the United States is gradually recovering.</p><p><b>However, the supply uncertainty under the Russia-Ukraine conflict has further pushed up inflation expectations.</b>Although the supply chain data showed an obvious improvement in logistics, under the influence of the unexpected inflation data on June 10th, the inflation expectations of the market and residents went up further. At present, the high inflation is mainly caused by supply factors, and the unexpected rise in energy and food prices under the Russia-Ukraine conflict has pushed up inflation. The uncertainty of supply recovery also makes the market and residents' inflation expectations go up further.</p><p><b>With the tightening trading under the double killing of stocks and bonds, the rate hike is expected to heat up further.</b>The market's interest rate hike expectation for the full year of 2022 rose from 258bp last week to 293bp-that is, on the basis of previous expectations, it is expected that there will be one meeting in rate hike in addition to June and July of at least 50bp; Inflation expectations drive the US Treasury yields to rise rapidly. The 10-year US Treasury yields has now exceeded 3.24%, and the 10Y-2Y yield was once inverted; All three major U.S. stock indexes showed a downward trend, with the Nasdaq falling more than 5% in the week</p><p><b>Looking back, the Fed is caught in the dilemma of \"inflation\" and \"stagnation\", and the market will be in a stage of continuous volatility.</b>In May, the inflation level reached a new high this year, and the White House's political focus is still \"anti-inflation\". Until inflation clearly eases, the Fed may still maintain a hawkish attitude beyond expectations under multiple pressures. However, the rapid tightening of the Federal Reserve has put downward pressure on the economy. The negative feedback of the downward trend of the stock market on household consumption and the rising financing cost of enterprises have also put some pressure on the goal of \"soft landing\" of the Federal Reserve. As there is little room for the Fed's policy adjustment, the current market is still in a period of high volatility that is sensitive to the Fed's statement and inflation signal.</p><p><b>Risk: The persistence of inflation in the United States exceeds expectations, and the tightening of monetary policy by the Federal Reserve exceeds expectations.</b></p><p><b>'Inflation-Fed Tightening' Clue Tracker</b></p><p><img src=\"https://static.tigerbbs.com/6aff3e63e3824b2bc26117938fb09fa0\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/28fc9732996e86da944102c9cf7a3786\" tg-width=\"1080\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c3e5270d56b3f873cadfd06410181b3c\" tg-width=\"1080\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/3351a99c1da9973de229674821271f41\" tg-width=\"1080\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/472d5d3761859cd07c90106e7cfc73d0\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p><b>Markets: rate hike Expected to Heat Up Further</b></p><p><img src=\"https://static.tigerbbs.com/18a4ee59973516c806f18952515f89c8\" tg-width=\"1080\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/97b7f8aba71e39a4c71df266ddc88c6d\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d22e156c3886d8a22b3a926ba1650b19\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/44b14104dd50de699bb1b7b65dc2beb3\" tg-width=\"1080\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e962656495ec9f5f0aacd42112a7caea\" tg-width=\"1080\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p><b>Inflation: Residents' inflation expectations climb, port and logistics pressures continue to ease</b></p><p><img src=\"https://static.tigerbbs.com/df8d97196eb49598c49e2d66d37cc69e\" tg-width=\"1080\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/14093036dfc5b3ae54e7ec359ff6ba92\" tg-width=\"1080\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/1751b178d4b40f9f53651223ebc8f85f\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/5d0d40ea5a09a8f992e3e91d21878164\" tg-width=\"1080\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61e87601f799546f86e3a8acda46b8a2\" tg-width=\"1080\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/de8085c6477627e4ac7ec51d1e036585\" tg-width=\"1080\" tg-height=\"561\" referrerpolicy=\"no-referrer\"/></p><p><b>Risk: The persistence of inflation in the United States exceeds expectations, and the tightening of monetary policy by the Federal Reserve exceeds expectations.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/dDIXhHtBrLKd9lfcunvTDQ\">泓观卓见</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"BK4077":"互动媒体与服务","FOMC":"FOMO CORP."},"source_url":"https://mp.weixin.qq.com/s/dDIXhHtBrLKd9lfcunvTDQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146887080","content_text":"FOMC将于美东时间6月15日（周三）召开，上周起美联储进入缄默期。然而，上周超预期的通胀数据出炉后，通胀预期上升，加息预期大幅升温，市场进入紧缩交易。对于当前通胀与市场预期的解读，我们认为：供应链方面，交运价格大幅回落，美国内外部物流压力明显缓和。美国洛杉矶和长滩港在泊位及其外围等待的船只数量从上周的30只明显回落至19只，港口进入泊位船舶等待时间延续下降趋势。物流方面，近期海运价格明显下滑，美国物流经理人指数持续回落，其中交运价格指数回落8.6%，而交运能力大幅上升。当前物流的好转是由供给和需求共同作用的结果，在交运仓储行业劳动力的超额回补以及需求逐渐回落的背景下，美国内外部物流情况逐渐恢复。然而，俄乌冲突下的供给不确定性进一步推升通胀预期。尽管供应链数据呈现物流的明显好转，但6月10日超预期的通胀数据影响下，市场及居民通胀预期进一步上行。当前来看，高企的通胀主要是由于供给因素导致的，俄乌冲突下的能源和食品价格超预期上涨推升了通胀。对于供给恢复的不确定性也使得市场和居民通胀预期进一步上行。股债双杀下的紧缩交易，加息预期进一步升温。市场对2022年全年加息预期从上周258bp上行至293bp——即在此前预期的基础上预期除6、7月外还将有一次会议加息至少50bp；通胀预期驱动美债利率快速上行，10年期美债利率当前已突破3.24%，且10Y-2Y收益率一度倒挂；美国三大股指均呈现下行趋势，纳斯达克当周跌幅超5%往后看，联储陷入“胀”与“滞”的两难，市场将处于持续波动的阶段。5月通胀水平再创年内新高，白宫的政治重心仍然在“抗通胀”，在通胀明确缓解之前，多重压力下联储或仍将保持超预期的鹰派态度。然而，联储的快速收紧已经给经济造成了下行压力，股市下行对居民消费的负反馈以及企业融资成本的上升，也为联储“软着陆”的目标造成了一定的压力。由于联储政策调整的空间已经不大，当前市场仍处于对于联储表态和通胀信号较为敏感的高波动期。风险提示：美国通胀持续性超预期，联储货币政策收紧超预期。“通胀-联储收紧”线索追踪市场：加息预期进一步升温通胀：居民通胀预期攀升，港口和物流压力持续缓解风险提示：美国通胀持续性超预期，联储货币政策收紧超预期。","news_type":1,"symbols_score_info":{"FOMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058493994,"gmtCreate":1654873225218,"gmtModify":1676535526427,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058493994","repostId":"1153800529","repostType":4,"isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058493085,"gmtCreate":1654873218447,"gmtModify":1676535526419,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"u","listText":"u","text":"u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058493085","repostId":"1153800529","repostType":4,"repost":{"id":"1153800529","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":1654871594,"share":"https://ttm.financial/m/news/1153800529?lang=en_US&edition=fundamental","pubTime":"2022-06-10 22:33","market":"us","language":"zh","title":"U.S. regulators launch investigation into some semiconductor devices as semiconductor sector moves lower","url":"https://stock-news.laohu8.com/highlight/detail?id=1153800529","media":"老虎资讯综合","summary":"摩根士丹利今日下调多只半导体股票目标价。","content":"<p><html><head></head><body>The semiconductor sector of U.S. stocks fell. As of press time,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Down 5%,<a href=\"https://laohu8.com/S/MRVL\">Maiwell Technologies</a>down 4.4%,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>down 4.2%,<a href=\"https://laohu8.com/S/ONNN\">ON Semiconductor</a>Semiconductors fell 3.2%,<a href=\"https://laohu8.com/S/NXPI\">NXP</a>Semiconductor, AMD fell about 2.4%.</p><p><img src=\"https://static.tigerbbs.com/9b0920e77e233d506122c292e77f70c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>On the news side,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Cut several semiconductor stock price targets today. In addition, the U.S. International Trade Commission (ITC) formally launched a 337 investigation into electronic and semiconductor devices with timing-aware virtual fill and their components, involving Lenovo, NXP, Nvidia,<a href=\"https://laohu8.com/S/AMD\">AMD</a>Wait for well-known manufacturers.</p><p></body></html></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>U.S. regulators launch investigation into some semiconductor devices as semiconductor sector moves lower</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. regulators launch investigation into some semiconductor devices as semiconductor sector moves lower\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\">2022-06-10 22:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The semiconductor sector of U.S. stocks fell. As of press time,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Down 5%,<a href=\"https://laohu8.com/S/MRVL\">Maiwell Technologies</a>down 4.4%,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>down 4.2%,<a href=\"https://laohu8.com/S/ONNN\">ON Semiconductor</a>Semiconductors fell 3.2%,<a href=\"https://laohu8.com/S/NXPI\">NXP</a>Semiconductor, AMD fell about 2.4%.</p><p><img src=\"https://static.tigerbbs.com/9b0920e77e233d506122c292e77f70c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>On the news side,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Cut several semiconductor stock price targets today. In addition, the U.S. International Trade Commission (ITC) formally launched a 337 investigation into electronic and semiconductor devices with timing-aware virtual fill and their components, involving Lenovo, NXP, Nvidia,<a href=\"https://laohu8.com/S/AMD\">AMD</a>Wait for well-known manufacturers.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","MRVL":"迈威尔科技","AMD.AU":"Arrow Minerals Ltd","GFS":"GLOBALFOUNDRIES Inc.","NXPI":"恩智浦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153800529","content_text":"美股半导体板块走低，截至发稿，英伟达跌5%，迈威尔科技跌4.4%，美光科技跌4.2%，安森美半导体跌3.2%，恩智浦半导体、AMD跌约2.4%。消息面上，摩根士丹利今日下调多只半导体股票目标价。此外，美国国际贸易委员会(ITC)正式对带有计时感知虚拟填充的电子设备和半导体设备及其组件启动337调查，涉及联想、NXP、英伟达、AMD等知名大厂。","news_type":1,"symbols_score_info":{"NXPI":0.9,"ONNN":0.9,"MRVL":0.9,"ITC":0.9,"NVDA":0.9,"GFS":0.9,"AMD":0.9,"AMD.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051649192,"gmtCreate":1654691467716,"gmtModify":1676535492472,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051649192","repostId":"1175032578","repostType":4,"isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051649930,"gmtCreate":1654691460320,"gmtModify":1676535492489,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"y","listText":"y","text":"y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051649930","repostId":"1175032578","repostType":4,"isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053688479,"gmtCreate":1654528783091,"gmtModify":1676535463387,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053688479","repostId":"1125897168","repostType":4,"repost":{"id":"1125897168","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":1654527629,"share":"https://ttm.financial/m/news/1125897168?lang=en_US&edition=fundamental","pubTime":"2022-06-06 23:00","market":"us","language":"zh","title":"U.S. streaming concept stocks rose broadly, fuboTV, Google rose nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1125897168","media":"老虎资讯综合","summary":"周一，美股流媒体概念股普涨，fuboTV、谷歌涨近4%，ROKU涨2.43%，苹果涨1.85%，迪士尼涨0.9%。","content":"<p><html><head></head><body>On Monday, U.S. streaming concept stocks rose broadly, fuboTV,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up nearly 4%, ROKU up 2.43%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>up 1.85%,<a href=\"https://laohu8.com/S/DIS\">Disney</a>up 0.9%.</p><p><img src=\"https://static.tigerbbs.com/474b2520e0a2c0c09d08b2622b8bde83\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></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>U.S. streaming concept stocks rose broadly, fuboTV, Google rose nearly 4%</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; 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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\">2022-06-06 23:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Monday, U.S. streaming concept stocks rose broadly, fuboTV,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up nearly 4%, ROKU up 2.43%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>up 1.85%,<a href=\"https://laohu8.com/S/DIS\">Disney</a>up 0.9%.</p><p><img src=\"https://static.tigerbbs.com/474b2520e0a2c0c09d08b2622b8bde83\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76245d50d95721d5034474d41d913c76","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","FUBO":"fuboTV Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125897168","content_text":"周一，美股流媒体概念股普涨，fuboTV、谷歌涨近4%，ROKU涨2.43%，苹果涨1.85%，迪士尼涨0.9%。","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9,"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059748216,"gmtCreate":1654441130835,"gmtModify":1676535448168,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575347610709013","idStr":"3575347610709013"},"themes":[],"title":"","htmlText":"R","listText":"R","text":"R","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059748216","repostId":"1186538622","repostType":4,"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9085392512,"gmtCreate":1650641096769,"gmtModify":1676534769538,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085392512","repostId":"1160397462","repostType":4,"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364489754,"gmtCreate":1614869803878,"gmtModify":1704776342763,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/364489754","repostId":"1138523117","repostType":4,"repost":{"id":"1138523117","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":1614859868,"share":"https://ttm.financial/m/news/1138523117?lang=en_US&edition=fundamental","pubTime":"2021-03-04 20:11","market":"hk","language":"zh","title":"BYD's sales of new energy vehicles increased by 207.30% year-on-year from January to February","url":"https://stock-news.laohu8.com/highlight/detail?id=1138523117","media":"老虎资讯综合","summary":"比亚迪股份：2月新能源汽车销量10355辆 。1-2月新能源汽车销量累计为30533辆，同比增长207.30%。","content":"<p><a href=\"https://laohu8.com/S/01211\">BYD Shares</a>: New energy vehicles sold 10,355 units in February.</p><p>From January to February, the cumulative sales of new energy vehicles amounted to 30,533 units, representing a year-on-year increase of 207.30%.</p><p><img src=\"https://static.tigerbbs.com/44f26ead499d3537e8c303acb22b677a\" tg-width=\"594\" tg-height=\"800\" 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>BYD's sales of new energy vehicles increased by 207.30% year-on-year from January to February</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{ 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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\">\nBYD's sales of new energy vehicles increased by 207.30% year-on-year from January to February\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\">2021-03-04 20:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/01211\">BYD Shares</a>: New energy vehicles sold 10,355 units in February.</p><p>From January to February, the cumulative sales of new energy vehicles amounted to 30,533 units, representing a year-on-year increase of 207.30%.</p><p><img src=\"https://static.tigerbbs.com/44f26ead499d3537e8c303acb22b677a\" tg-width=\"594\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd50c4c364250ebb8dae90576a876362","relate_stocks":{"01211":"比亚迪股份","00285":"比亚迪电子","BYDDY":"比亚迪ADR","002594":"比亚迪"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138523117","content_text":"比亚迪股份：2月新能源汽车销量10355辆 。1-2月新能源汽车销量累计为30533辆，同比增长207.30%。","news_type":1,"symbols_score_info":{"BYDDY":0.9,"00285":0.9,"01211":0.9,"002594":0.9}},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058493085,"gmtCreate":1654873218447,"gmtModify":1676535526419,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"u","listText":"u","text":"u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058493085","repostId":"1153800529","repostType":4,"isVote":1,"tweetType":1,"viewCount":1376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015101688,"gmtCreate":1649433249291,"gmtModify":1676534511975,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015101688","repostId":"2225543444","repostType":4,"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010776576,"gmtCreate":1648480158572,"gmtModify":1676534343298,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010776576","repostId":"1121685913","repostType":4,"repost":{"id":"1121685913","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":1648479607,"share":"https://ttm.financial/m/news/1121685913?lang=en_US&edition=fundamental","pubTime":"2022-03-28 23:00","market":"hk","language":"zh","title":"JD Health: Board of Directors Approves Repurchase of Up to HK$3 Billion of Shares in the Next 24 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=1121685913","media":"老虎资讯综合","summary":"京东健康2021年营收为306.8亿元，较上年同期的193.83亿元增长58.3%。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/06618\">JD Health</a>: On 28 March 2022, it is hereby announced that the Board has approved the plan to repurchase up to HK$3 billion worth of the Company's shares in the open market during the next 24-month period.</p><p>JD Health today released its 2021 full-year results announcement. According to the financial report, JD Health's revenue in 2021 was 30.68 billion yuan, an increase of 58.3% from 19.383 billion yuan in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/07364f09af824d13a72892251991f76c\" tg-width=\"1080\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>JD Health's gross profit in 2021 was 7.197 billion yuan, an increase of 46.4% from 4.917 billion yuan in the same period of last year; The annual loss was RMB1.073 billion, compared with the annual loss of RMB17.235 billion in the same period last year; Net profit after non-profit deduction was 1.4 billion yuan, an increase of 91.5% from 732 million yuan in the same period of last year.</p><p><img src=\"https://static.tigerbbs.com/686d69d960a74253b89052c2c73d44c5\" tg-width=\"1050\" tg-height=\"1675\" referrerpolicy=\"no-referrer\"/></p><p>As of December 31, 2021, JD Health used<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>There are 19 drug warehouses and more than 400 non-drug warehouses nationwide, and 80% of self-operated drug orders are delivered the next day;</p><p>At the same time, JD.COM Pharmacy's \"self-operated drug cold chain\" has covered more than 200 cities across the country, effectively realizing the expansion of cold chain drug types and the improvement of contract performance capabilities.</p><p><img src=\"https://static.tigerbbs.com/16c1629716124f2fab2613ce8b44afc3\" tg-width=\"1014\" tg-height=\"788\" referrerpolicy=\"no-referrer\"/></p><p>In 2021, JD Health and<a href=\"https://laohu8.com/S/0NZT.UK\">Excellent-time ratio</a>China,<a href=\"https://laohu8.com/S/0O59.UK\">Sanofi</a>China, Guilong Pharmaceutical,<a href=\"https://laohu8.com/S/NVS\">Novartis</a>Pharmaceuticals,<a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>、<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>And other pharmaceutical companies have further deepened cooperation, and new special drugs of many pharmaceutical companies have been launched online in JD Pharmacy, and a number of digital marketing projects have been explored in cooperation.</p><p>During the Reporting Period, the online platform of JD Health had more than 18,000 third-party merchants, further improving the category richness and supply capacity of pharmaceutical and health products. The omni-channel service \"JD.COM Drug Express\" has joined hands with about 50,000 pharmacy stores to provide users with full-time drug delivery service in more than 300 cities across the country through various performance methods such as merchant self-delivery, platform delivery and same-city delivery.</p><p>During the Reporting Period, JD Health successively established 9 specialty centers, including Infection and Liver Disease Center, Brain Nutrition Center and Skin Repair Center, bringing the total number of specialty centers to 27; JD.COM Health Internet Hospital has settled in more than 45,000 doctors with deputy chief physician or above titles;</p><p>During the Reporting Period, JD Health's strategic service product \"JD Family Doctor\" comprehensively integrated medical service resources and supply chain capabilities, and has become an important starting point for JD Health's medical services and a new service entrance for family health management. Among them, JD.COM Family Doctor has newly launched the \"telephone family doctor\" service and the audio and video consultation function that supports multiple parties online at the same time, and has brought medical resources and service capabilities to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Hardware, grassroots community and more scenario output.</p><p>During the reporting period, JD Health also cooperated with Novo Health,<a href=\"https://laohu8.com/S/GTH\">Ubiozone</a>、<a href=\"https://laohu8.com/S/300676\">BGI</a>And so on, to create a one-stop critical disease early screening service ecosystem including self-inspection products, report interpretation, outpatient appointment, rehabilitation management, etc.</p><p><img src=\"https://static.tigerbbs.com/1d15a429c5314c58ac7c0a334f43c5c7\" tg-width=\"1080\" tg-height=\"478\" referrerpolicy=\"no-referrer\"/></p><p>As of December 31, 2021, JD Health held cash and cash equivalents of RMB17.25 billion.</p><p>Jin Enlin, CEO of JD Health, said: \"In the past year, JD Health has followed relevant policy guidelines, adhered to long-term value, continuously improved and opened its ecological capability of 'retail pharmacy + medical and health services', and helped the transformation and upgrading of entities and formats in the industrial chain, so that high-quality medical and health products and services can benefit a wider range of groups; By providing professional supply chain and technical solutions, it also serves government departments and medical institutions in more and more regions, and helps the practice of Healthy China. \"</p><p></body></html></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>JD Health: Board of Directors Approves Repurchase of Up to HK$3 Billion of Shares in the Next 24 Months</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 Health: Board of Directors Approves Repurchase of Up to HK$3 Billion of Shares in the Next 24 Months\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\">2022-03-28 23:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/06618\">JD Health</a>: On 28 March 2022, it is hereby announced that the Board has approved the plan to repurchase up to HK$3 billion worth of the Company's shares in the open market during the next 24-month period.</p><p>JD Health today released its 2021 full-year results announcement. According to the financial report, JD Health's revenue in 2021 was 30.68 billion yuan, an increase of 58.3% from 19.383 billion yuan in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/07364f09af824d13a72892251991f76c\" tg-width=\"1080\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>JD Health's gross profit in 2021 was 7.197 billion yuan, an increase of 46.4% from 4.917 billion yuan in the same period of last year; The annual loss was RMB1.073 billion, compared with the annual loss of RMB17.235 billion in the same period last year; Net profit after non-profit deduction was 1.4 billion yuan, an increase of 91.5% from 732 million yuan in the same period of last year.</p><p><img src=\"https://static.tigerbbs.com/686d69d960a74253b89052c2c73d44c5\" tg-width=\"1050\" tg-height=\"1675\" referrerpolicy=\"no-referrer\"/></p><p>As of December 31, 2021, JD Health used<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>There are 19 drug warehouses and more than 400 non-drug warehouses nationwide, and 80% of self-operated drug orders are delivered the next day;</p><p>At the same time, JD.COM Pharmacy's \"self-operated drug cold chain\" has covered more than 200 cities across the country, effectively realizing the expansion of cold chain drug types and the improvement of contract performance capabilities.</p><p><img src=\"https://static.tigerbbs.com/16c1629716124f2fab2613ce8b44afc3\" tg-width=\"1014\" tg-height=\"788\" referrerpolicy=\"no-referrer\"/></p><p>In 2021, JD Health and<a href=\"https://laohu8.com/S/0NZT.UK\">Excellent-time ratio</a>China,<a href=\"https://laohu8.com/S/0O59.UK\">Sanofi</a>China, Guilong Pharmaceutical,<a href=\"https://laohu8.com/S/NVS\">Novartis</a>Pharmaceuticals,<a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>、<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>And other pharmaceutical companies have further deepened cooperation, and new special drugs of many pharmaceutical companies have been launched online in JD Pharmacy, and a number of digital marketing projects have been explored in cooperation.</p><p>During the Reporting Period, the online platform of JD Health had more than 18,000 third-party merchants, further improving the category richness and supply capacity of pharmaceutical and health products. The omni-channel service \"JD.COM Drug Express\" has joined hands with about 50,000 pharmacy stores to provide users with full-time drug delivery service in more than 300 cities across the country through various performance methods such as merchant self-delivery, platform delivery and same-city delivery.</p><p>During the Reporting Period, JD Health successively established 9 specialty centers, including Infection and Liver Disease Center, Brain Nutrition Center and Skin Repair Center, bringing the total number of specialty centers to 27; JD.COM Health Internet Hospital has settled in more than 45,000 doctors with deputy chief physician or above titles;</p><p>During the Reporting Period, JD Health's strategic service product \"JD Family Doctor\" comprehensively integrated medical service resources and supply chain capabilities, and has become an important starting point for JD Health's medical services and a new service entrance for family health management. Among them, JD.COM Family Doctor has newly launched the \"telephone family doctor\" service and the audio and video consultation function that supports multiple parties online at the same time, and has brought medical resources and service capabilities to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Hardware, grassroots community and more scenario output.</p><p>During the reporting period, JD Health also cooperated with Novo Health,<a href=\"https://laohu8.com/S/GTH\">Ubiozone</a>、<a href=\"https://laohu8.com/S/300676\">BGI</a>And so on, to create a one-stop critical disease early screening service ecosystem including self-inspection products, report interpretation, outpatient appointment, rehabilitation management, etc.</p><p><img src=\"https://static.tigerbbs.com/1d15a429c5314c58ac7c0a334f43c5c7\" tg-width=\"1080\" tg-height=\"478\" referrerpolicy=\"no-referrer\"/></p><p>As of December 31, 2021, JD Health held cash and cash equivalents of RMB17.25 billion.</p><p>Jin Enlin, CEO of JD Health, said: \"In the past year, JD Health has followed relevant policy guidelines, adhered to long-term value, continuously improved and opened its ecological capability of 'retail pharmacy + medical and health services', and helped the transformation and upgrading of entities and formats in the industrial chain, so that high-quality medical and health products and services can benefit a wider range of groups; By providing professional supply chain and technical solutions, it also serves government departments and medical institutions in more and more regions, and helps the practice of Healthy China. \"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0ede65b6680c765e9fea3680757fcfd","relate_stocks":{"06618":"京东健康"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121685913","content_text":"京东健康：于2022年3月28日谨此宣布，董事会已批准于未来24个月期间，在公开市场回购最多价值30亿港元之本公司股份的计划。京东健康今日发布2021年全年业绩公告。财报显示，京东健康2021年营收为306.8亿元，较上年同期的193.83亿元增长58.3%。京东健康2021年毛利71.97亿元，较上年同期的49.17亿元增长46.4%；年度亏损为10.73亿元，上年同期的年度亏损为172.35亿元；扣非后净利为14亿元，较上年同期的7.32亿元增长91.5%。截至2021年12月31日，京东健康使用了京东物流全国范围内的19个药品仓库和超过400个非药品仓库，80%的自营药品订单实现次日达；同时，京东大药房“自营药品冷链”已经覆盖全国超过200个城市，有效实现冷链药品种类的扩充和履约能力的提升。2021年，京东健康与优时比中国、赛诺菲中国、桂龙药业、诺华制药、吉利德科学、百济神州等药企进一步深化合作，多家药企的新特药在京东大药房线上首发，并合作探索了多项数字化营销项目。报告期内，京东健康在线平台拥有超过1.8万第三方商家，进一步提高了医药及健康产品的品类丰富度和供给能力。全渠道服务“京东药急送”通过商家自配送、平台配送、同城送等多种履约方式，已携手约5万家药房门店，在全国超过300个城市为用户提供全时段送药上门服务。报告期内，京东健康相继成立感染及肝病中心、脑营养中心、皮肤修复中心等9个专科中心，专科中心总数达到27个；京东健康互联网医院入驻超4.5万位副主任医师及以上职称的医生；报告期内，京东健康的战略级服务产品“京东家医”全面整合了医疗服务资源和供应链能力，已成为京东健康医疗服务的重要抓手和家庭健康管理的服务新入口。其中，京东家医全新上线了“电话家医”服务和支持多方同时在线的音视频问诊功能，并将医疗资源和服务能力向智能硬件、基层社区等更多场景输出。报告期内，京东健康还与诺辉健康、泛生子、华大基因等合作，打造包含自检产品、报告解读、门诊预约、康复管理等在内的一站式重疾早筛服务生态。截至2021年12月31日，京东健康持有现金及现金等价物为172.5亿元。京东健康CEO金恩林表示：“过去一年，京东健康紧随相关政策指引，坚持长期价值，不断提升并开放自身‘零售药房+医疗健康服务’的生态能力，帮助产业链内实体企业和业态转型升级，让优质的医疗健康产品和服务能够惠及更广泛群体；还通过提供专业化的供应链与技术解决方案，服务于越来越多区域的政府部门和医疗机构，助力健康中国落地实践。”","news_type":1,"symbols_score_info":{"06618":0.9}},"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032764902,"gmtCreate":1647445735408,"gmtModify":1676534231285,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"o","listText":"o","text":"o","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032764902","repostId":"1111531680","repostType":4,"repost":{"id":"1111531680","kind":"news","pubTimestamp":1647444203,"share":"https://ttm.financial/m/news/1111531680?lang=en_US&edition=fundamental","pubTime":"2022-03-16 23:23","market":"sh","language":"zh","title":"What does the \"policy bottom\" in the history of A shares look like?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111531680","media":"资事堂","summary":"3月16日，可能是公募基金在2022年最“亢奋”的一天。截至当日晚间21点，包括睿远、广发、嘉实、华夏、招商、鹏华、交银施罗德、工银瑞信、景顺长城、东方红资管、平安、永赢、华泰柏瑞、浦银安盛、前海开源","content":"<p><html><head></head><body>March 16th may be the most \"exciting\" day for Public Offering of Fund in 2022.</p><p>As of 21: 00 in the evening of the same day, dozens of fund companies including Ruiyuan, GF, Harvest, Huaxia, China Merchants, Penghua, Bank of Communications Schroders, ICBC Credit Suisse, Invesco Great Wall, Dongfanghong Asset Management, Ping An, Yongying, Huatai Bairui, Puyin AXA, Qianhai Kaiyuan, Agricultural Bank of China Huili, Minsheng Canadian Bank, Xingye, Zhonggeng, etc. have successively released market analysis or strategic views.</p><p>Almost all public offering views attach great importance to the minutes of the special meeting of the Financial Committee released at noon on March 16th, and all of them expressed direct confidence in the future policy orientation and market outlook performance of the market.</p><p>Such a situation is really rare.</p><p><b>01. Policy orientation attracts the most attention of institutions</b></p><p>From the point of view of public offerings, the confidence of \"policy side\" has attracted special attention.</p><p>For example, Jing Lei, general manager of Harvest Fund, believed in an interview with some media that the special meeting of the Financial Committee was held not only to boost market confidence, but also to show the determination to maintain the stability of China's financial market. He thinks,<b>The foundation for the smooth operation of the capital market exists. I have strong confidence in this year's A shares.</b></p><p>According to the analysis of ICBC Credit Suisse Fund, the special meeting of the Financial Committee gave a positive response to the issues of most concern in the current market, expressed its determination to stabilize economic growth, and clarified the development ideas of real estate, platform economy, China concept stocks and other issues.<b>It has strengthened the willingness of the policy to care for the market, which has a greater effect on boosting market confidence in the short term.</b>Follow-up will pay attention to the introduction and implementation of policies.</p><p><b>02. Policies have been \"effective\" many times in history</b></p><p>So historically, when the market is obviously unstable, has there been a case in which the policy clearly stated its position, and the main body of the market institutions enhanced its confidence, thus driving the market outlook performance?</p><p>The answer is, there has been, and more than once.</p><p>In the early A-share market, there was even a well-known word-policy bottom.</p><p>The latest case of policy incentives to stabilize the market was the resumption of market after the Spring Festival in 2020. At that time, most domestic institutions published positive articles on the market outlook at the same time period, believing that the value of A shares was evident and would not be disturbed by the epidemic.</p><p>In hindsight, the opening of the first day of the resumption of market is the low point area in recent years, and the lowest point of many blue chip stocks in recent years is February 3, 2020.</p><p><img src=\"https://static.tigerbbs.com/b794364c741b7ecd089e772bced80888\" tg-width=\"584\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p>In addition, the famous \"5.19\", \"5.12\" and other big markets in the history of A shares have strong policy releases and clear atmosphere guidance in the early stage of launch.</p><p><b>03. The earliest date can be traced back to 1992</b></p><p>Looking back to the history of A-shares, the cycle of policy introduction and then boost the start of the market is usually a cycle of 3~6 years. Moreover, it is often accompanied by market downturn or market function failure.</p><p><b>That is to say, the \"market bottom\" and \"valuation bottom\" are often interlaced with the \"policy bottom\", forming a strong \"resonance\".</b></p><p><img src=\"https://static.tigerbbs.com/4dd91ba3ccc74f312c5e19ffa9f9f868\" tg-width=\"1080\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>The more well-known \"policy bottoms\" in history include (see above):</p><p>In 1992, the Shanghai stock market fully liberalized the stock price control, which triggered the strong performance of Shanghai and Shenzhen stock markets, with the highest increase of the Shanghai Composite Index exceeding 15 times;</p><p>In 1994, the Four No Policies and Three Major Policies were issued successively, causing the \"333\" market</p><p>In 1996, the bank's value-preserving savings were suspended, and the instructions of \"steady development and appropriate acceleration\" were issued by relevant parties, and the Shanghai and Shenzhen stock markets strengthened;</p><p>In 1999, the \"Request for Instructions on Several Policies to Promote the Development of Securities Market\" was approved by relevant parties, and the \"5.19\" market of A shares broke out;</p><p>In 2005, the share trading reform was launched, and A-shares launched the largest round of market prices in history, with the Shanghai Composite Index breaking through 6,000 points for the only time;</p><p>At the end of 2008, the 4 trillion yuan policy was released, and A shares successfully explored the low and emerged from the strong market;</p><p>In 2014, \"Several Opinions on Further Promoting the Healthy Development of Capital Market\" (Nine Articles of New China) was issued, and the market of growth stocks started.</p><p>In 2018, high-level statements, superimposed a number of policy releases, and A-shares launched a blue-chip bull market.</p><p><b>04. The cycle performance has been relatively flat in recent years</b></p><p>Judging from the early history of A-shares, the policy cycle and the market cycle are closely aligned and very regular, and they also form the most classic and rhythmic cycle of 3~6 years in the A-share market.</p><p>In the early days, the market cycle of A-share stock market was often when the market confidence was lost.<b>Marked by a major shift in policy</b>Triggered capital inflow, which in turn made the stock market quickly transact from extremely low valuation and extremely deserted transactions<b>Rising from the ground</b>, triggering a rising market.</p><p><b>However, after entering the 21st century, the cyclical law and inertia of the A-share market itself have become increasingly obvious, and the turning and starting of the market are not as violent as before.</b></p><p>Even with the strong policy incentives at the end of 2008, the market rose sharply after a certain period of shock, and after confirming that the fundamentals had changed dramatically.</p><p></body></html></p>","source":"lsy1568174316590","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>What does the \"policy bottom\" in the history of A shares look like?</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; 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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\">\nWhat does the \"policy bottom\" in the history of A shares look like?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">资事堂</strong><span class=\"h-time small\">2022-03-16 23:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>March 16th may be the most \"exciting\" day for Public Offering of Fund in 2022.</p><p>As of 21: 00 in the evening of the same day, dozens of fund companies including Ruiyuan, GF, Harvest, Huaxia, China Merchants, Penghua, Bank of Communications Schroders, ICBC Credit Suisse, Invesco Great Wall, Dongfanghong Asset Management, Ping An, Yongying, Huatai Bairui, Puyin AXA, Qianhai Kaiyuan, Agricultural Bank of China Huili, Minsheng Canadian Bank, Xingye, Zhonggeng, etc. have successively released market analysis or strategic views.</p><p>Almost all public offering views attach great importance to the minutes of the special meeting of the Financial Committee released at noon on March 16th, and all of them expressed direct confidence in the future policy orientation and market outlook performance of the market.</p><p>Such a situation is really rare.</p><p><b>01. Policy orientation attracts the most attention of institutions</b></p><p>From the point of view of public offerings, the confidence of \"policy side\" has attracted special attention.</p><p>For example, Jing Lei, general manager of Harvest Fund, believed in an interview with some media that the special meeting of the Financial Committee was held not only to boost market confidence, but also to show the determination to maintain the stability of China's financial market. He thinks,<b>The foundation for the smooth operation of the capital market exists. I have strong confidence in this year's A shares.</b></p><p>According to the analysis of ICBC Credit Suisse Fund, the special meeting of the Financial Committee gave a positive response to the issues of most concern in the current market, expressed its determination to stabilize economic growth, and clarified the development ideas of real estate, platform economy, China concept stocks and other issues.<b>It has strengthened the willingness of the policy to care for the market, which has a greater effect on boosting market confidence in the short term.</b>Follow-up will pay attention to the introduction and implementation of policies.</p><p><b>02. Policies have been \"effective\" many times in history</b></p><p>So historically, when the market is obviously unstable, has there been a case in which the policy clearly stated its position, and the main body of the market institutions enhanced its confidence, thus driving the market outlook performance?</p><p>The answer is, there has been, and more than once.</p><p>In the early A-share market, there was even a well-known word-policy bottom.</p><p>The latest case of policy incentives to stabilize the market was the resumption of market after the Spring Festival in 2020. At that time, most domestic institutions published positive articles on the market outlook at the same time period, believing that the value of A shares was evident and would not be disturbed by the epidemic.</p><p>In hindsight, the opening of the first day of the resumption of market is the low point area in recent years, and the lowest point of many blue chip stocks in recent years is February 3, 2020.</p><p><img src=\"https://static.tigerbbs.com/b794364c741b7ecd089e772bced80888\" tg-width=\"584\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p>In addition, the famous \"5.19\", \"5.12\" and other big markets in the history of A shares have strong policy releases and clear atmosphere guidance in the early stage of launch.</p><p><b>03. The earliest date can be traced back to 1992</b></p><p>Looking back to the history of A-shares, the cycle of policy introduction and then boost the start of the market is usually a cycle of 3~6 years. Moreover, it is often accompanied by market downturn or market function failure.</p><p><b>That is to say, the \"market bottom\" and \"valuation bottom\" are often interlaced with the \"policy bottom\", forming a strong \"resonance\".</b></p><p><img src=\"https://static.tigerbbs.com/4dd91ba3ccc74f312c5e19ffa9f9f868\" tg-width=\"1080\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>The more well-known \"policy bottoms\" in history include (see above):</p><p>In 1992, the Shanghai stock market fully liberalized the stock price control, which triggered the strong performance of Shanghai and Shenzhen stock markets, with the highest increase of the Shanghai Composite Index exceeding 15 times;</p><p>In 1994, the Four No Policies and Three Major Policies were issued successively, causing the \"333\" market</p><p>In 1996, the bank's value-preserving savings were suspended, and the instructions of \"steady development and appropriate acceleration\" were issued by relevant parties, and the Shanghai and Shenzhen stock markets strengthened;</p><p>In 1999, the \"Request for Instructions on Several Policies to Promote the Development of Securities Market\" was approved by relevant parties, and the \"5.19\" market of A shares broke out;</p><p>In 2005, the share trading reform was launched, and A-shares launched the largest round of market prices in history, with the Shanghai Composite Index breaking through 6,000 points for the only time;</p><p>At the end of 2008, the 4 trillion yuan policy was released, and A shares successfully explored the low and emerged from the strong market;</p><p>In 2014, \"Several Opinions on Further Promoting the Healthy Development of Capital Market\" (Nine Articles of New China) was issued, and the market of growth stocks started.</p><p>In 2018, high-level statements, superimposed a number of policy releases, and A-shares launched a blue-chip bull market.</p><p><b>04. The cycle performance has been relatively flat in recent years</b></p><p>Judging from the early history of A-shares, the policy cycle and the market cycle are closely aligned and very regular, and they also form the most classic and rhythmic cycle of 3~6 years in the A-share market.</p><p>In the early days, the market cycle of A-share stock market was often when the market confidence was lost.<b>Marked by a major shift in policy</b>Triggered capital inflow, which in turn made the stock market quickly transact from extremely low valuation and extremely deserted transactions<b>Rising from the ground</b>, triggering a rising market.</p><p><b>However, after entering the 21st century, the cyclical law and inertia of the A-share market itself have become increasingly obvious, and the turning and starting of the market are not as violent as before.</b></p><p>Even with the strong policy incentives at the end of 2008, the market rose sharply after a certain period of shock, and after confirming that the fundamentals had changed dramatically.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/25K8O5kgBJ27BXNn9ep3zQ\">资事堂</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/25K8O5kgBJ27BXNn9ep3zQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111531680","content_text":"3月16日，可能是公募基金在2022年最“亢奋”的一天。截至当日晚间21点，包括睿远、广发、嘉实、华夏、招商、鹏华、交银施罗德、工银瑞信、景顺长城、东方红资管、平安、永赢、华泰柏瑞、浦银安盛、前海开源、农银汇理、民生加银、兴业、中庚等几十家基金公司都先后发布行情分析或策略观点。几乎所有公募观点高度重视3月16日中午发布的金融委专题会纪要，都对市场未来的政策取向和后市表现表达了而直接的信心。这样的情况着实不多见。01、政策取向最受机构关注在公募机构观点中，“政策面”的信心尤其受到关注。比如嘉实基金总经理经雷在接受一些媒体采访时认为，金融委专题会议的召开，既为了提振市场信心，也表明维护我国金融市场稳定的决心。他认为，资本市场平稳运行的基础是存在的。对于今年的A股有很强的信心。工银瑞信基金的分析认为，金融委专题会议对当前市场最为关切的问题给予了积极回应，表达了稳定经济增长的决心，明确了房地产、平台经济、中概股等问题的发展思路，强化了政策对于市场的呵护意愿，对于短期提振市场信心有较大的作用。后续会关注政策的出台和落实情况。02、历史上政策多次“显效”那么历史上，当市场出现明显不稳定状况时，由政策明确表态，市场机构主体提升信心，进而带动后市行情表现的案例有过么？答案是，有过，而且不止一次。这在早期的A股市场上，甚至有个知名词汇——政策底。最近的一次的政策激励市场企稳的案例是，是2020年春节后的复市，当时国内机构在同一时间段内多数对后市发表正面文章，认为A股价值显现，不会受疫情干扰。事后看，复市的第一天的开盘即是近年的低点区域，不少绩优股的近年最低点就是2020年2月3日。此外，A股历史上著名的“5·19”、“5·12”等大行情，在启动初期都有强力的政策发布和明确的氛围导向。03、最早可追溯至1992年追溯A股历史看，政策出台继而助推行情启动的周期通常都是3~6年一个循环。而且往往与市场低迷或市场功能失效伴生出现。也就是说，“市场底”、“估值底”往往与“政策底”交错，形成较强烈的“共振”。历史上的比较知名的“政策底”包括（见上图）：1992年，沪市全面放开股价管制，引发沪深两市强势表现，沪指最高涨幅超过15倍；1994年，四不政策、三大政策先后发布，引发“333”行情1996年，银行保值储蓄停办，有关方面“稳步发展，适当加快”批示发布，沪深两市走强；1999年，有关方面《推动证券市场发展的若干政策请示》获批，A股“5·19”行情爆发；2005年，股权分置改革启动，A股展开历史上最大一轮行情，沪指唯一一次突破6000点；2008年末，四万亿政策发布，A股探低成功，走出强势行情；2014年，《关于进一步促进资本市场健康发展的若干意见》（新国九条）发布，成长股大行情启动。2018年，高层表态，叠加多项政策发布，A股启动蓝筹股牛市。04、近年周期表现较为平缓从A股早期的历史看，政策周期和市场周期紧密贴合，非常规律，也形成了A股市场最经典、节奏感最分明的3~6年一轮的周期。早期，A股股市的行情周期往往是在市场信心丧失时，由一次政策上的重大转向为标志，引发资金流入，进而使得股市从极低估值、极冷清成交上迅速拔地而起，引发上涨行情。但进入21世纪后，A股市场自身的周期规律和惯性变得日益明显，行情的转身和启动也不如以往那么剧烈。即便是2008年末的强大政策激励，市场也是经过一定的阶段震荡后，在确认基本面发生巨大变化后，应声而大涨的。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887318304,"gmtCreate":1631975192808,"gmtModify":1676530680797,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"We&nbsp;","listText":"We&nbsp;","text":"We","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887318304","repostId":"2168776335","repostType":4,"isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192853238,"gmtCreate":1621181470424,"gmtModify":1704353683647,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"o","listText":"o","text":"o","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192853238","repostId":"2135598119","repostType":4,"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382267763,"gmtCreate":1613454318652,"gmtModify":1704880635123,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/382267763","repostId":"1146484369","repostType":2,"repost":{"id":"1146484369","kind":"news","pubTimestamp":1613452596,"share":"https://ttm.financial/m/news/1146484369?lang=en_US&edition=fundamental","pubTime":"2021-02-16 13:16","market":"us","language":"en","title":"TSMC Could Soon Make Apple's AR Dreams a Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=1146484369","media":"Motley Fool","summary":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ","content":"<p>The world's largest contract chipmaker might be making Apple's most advanced displays.</p>\n<p><b>Apple</b>&nbsp;(NASDAQ:AAPL)&nbsp;is partnering with&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM)&nbsp;to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in&nbsp;Taiwan, according to Nikkei Asia Review.</p>\n<p>That Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.</p>\n<p>These new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.</p>\n<p>Nikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which&nbsp;supports rumors&nbsp;that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.</p>\n<p><b>How will this deal help Apple?</b></p>\n<p>Apple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.</p>\n<p>Meanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.</p>\n<p>That's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.</p>\n<p>It also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.</p>\n<p>The latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like&nbsp;<b>Microsoft</b>&nbsp;and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.</p>\n<p>If Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.</p>\n<p><b>How will this deal help TSMC?</b></p>\n<p>TSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for&nbsp;just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.</p>\n<p>TSMC's top rival,<b>Samsung</b>, also&nbsp;manufactures chips for Apple. However, Samsung also produces LCD and&nbsp;OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.</p>\n<p>It makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.</p>\n<p>Apple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth&nbsp;beyond semiconductors.</p>\n<p><b>The bottom line</b></p>\n<p>This deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.</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>TSMC Could Soon Make Apple's AR Dreams a Reality</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\">\nTSMC Could Soon Make Apple's AR Dreams a Reality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-16 13:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ:AAPL) is partnering with Taiwan Semiconductor Manufacturing (NYSE:TSM) to produce micro OLED ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146484369","content_text":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ:AAPL) is partnering with Taiwan Semiconductor Manufacturing (NYSE:TSM) to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in Taiwan, according to Nikkei Asia Review.\nThat Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.\nThese new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.\nNikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which supports rumors that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.\nHow will this deal help Apple?\nApple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.\nMeanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.\nThat's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.\nIt also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.\nThe latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like Microsoft and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.\nIf Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.\nHow will this deal help TSMC?\nTSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.\nTSMC's top rival,Samsung, also manufactures chips for Apple. However, Samsung also produces LCD and OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.\nIt makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.\nApple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth beyond semiconductors.\nThe bottom line\nThis deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.","news_type":1,"symbols_score_info":{"TSM":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059748216,"gmtCreate":1654441130835,"gmtModify":1676535448168,"author":{"id":"3575347610709013","authorId":"3575347610709013","name":"han妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575347610709013","authorIdStr":"3575347610709013"},"themes":[],"title":"","htmlText":"R","listText":"R","text":"R","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059748216","repostId":"1186538622","repostType":4,"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}