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16:23","market":"us","language":"zh","title":"Change | Plunge! Credit Suisse fell more than 60% before the market, and First Republic Bank fell more than 21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193257708","media":"老虎资讯综合","summary":"3月20日，美股指期货下跌，道指期货跌0.79%，纳指期货跌0.42%，标普500指数期货跌0.66%。瑞士信贷盘前跌逾60%，瑞银跌超12%，瑞银同意以30亿瑞郎收购瑞士信贷。银行股盘前下跌，瑞银跌","content":"<p><html><head></head><body>On March 20, U.S. stock index futures fell, Dow futures fell 0.79%, Nasdaq futures fell 0.42%, and S&P 500 futures fell 0.66%.<img src=\"https://static.tigerbbs.com/f42f0b659d0b7fc24168733bf0f4013c\" tg-width=\"828\" tg-height=\"246\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It fell more than 60% before the market,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Fell more than 12%,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Agreed to acquire for 3 billion Swiss francs<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>。</p><p>Bank stocks fell premarket,<a href=\"https://laohu8.com/S/UBS\">UBS</a>The decline expanded to 12%,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Fell more than 9%, Barclays fell more than 7%,<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Fell more than 5%,<a href=\"https://laohu8.com/S/C\">Citigroup</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Fell more than 2%.</p><p><a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>It fell more than 21% before the market, and the bank was downgraded twice by S&P in a week.</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home</a>It fell more than 13% before the market, and plans to conduct a reverse stock split.</p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>It fell more than 3% before the market, and the market is worried that it is also facing liquidity problems.</p><p><a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>It rose nearly 6% before the market, and its performance in the fourth quarter of last year exceeded expectations.</p><p>Popular Chinese concept stocks fell before the market,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell nearly 4%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%.</p><p>Oil stocks fell premarket,<a href=\"https://laohu8.com/S/TTE\">Total</a>Fell nearly 4%,<a href=\"https://laohu8.com/S/BP\">British Oil</a>、<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>Fell more than 2%.</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>Change | Plunge! Credit Suisse fell more than 60% before the market, and First Republic Bank fell more than 21%</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\">\nChange | Plunge! Credit Suisse fell more than 60% before the market, and First Republic Bank fell more than 21%\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\">2023-03-20 16:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On March 20, U.S. stock index futures fell, Dow futures fell 0.79%, Nasdaq futures fell 0.42%, and S&P 500 futures fell 0.66%.<img src=\"https://static.tigerbbs.com/f42f0b659d0b7fc24168733bf0f4013c\" tg-width=\"828\" tg-height=\"246\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It fell more than 60% before the market,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Fell more than 12%,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Agreed to acquire for 3 billion Swiss francs<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>。</p><p>Bank stocks fell premarket,<a href=\"https://laohu8.com/S/UBS\">UBS</a>The decline expanded to 12%,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Fell more than 9%, Barclays fell more than 7%,<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Fell more than 5%,<a href=\"https://laohu8.com/S/C\">Citigroup</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Fell more than 2%.</p><p><a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>It fell more than 21% before the market, and the bank was downgraded twice by S&P in a week.</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home</a>It fell more than 13% before the market, and plans to conduct a reverse stock split.</p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>It fell more than 3% before the market, and the market is worried that it is also facing liquidity problems.</p><p><a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>It rose nearly 6% before the market, and its performance in the fourth quarter of last year exceeded expectations.</p><p>Popular Chinese concept stocks fell before the market,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell nearly 4%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%.</p><p>Oil stocks fell premarket,<a href=\"https://laohu8.com/S/TTE\">Total</a>Fell nearly 4%,<a href=\"https://laohu8.com/S/BP\">British Oil</a>、<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>Fell more than 2%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4211":"区域性银行",".IXIC":"NASDAQ Composite","BK4548":"巴美列捷福持仓",".DJI":"道琼斯","BK4552":"Archegos爆仓风波概念","BK4118":"综合性资本市场","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4589":"SVB概念",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193257708","content_text":"3月20日，美股指期货下跌，道指期货跌0.79%，纳指期货跌0.42%，标普500指数期货跌0.66%。瑞士信贷盘前跌逾60%，瑞银跌超12%，瑞银同意以30亿瑞郎收购瑞士信贷。银行股盘前下跌，瑞银跌幅扩大至12%，德意志银行跌超9%，巴克莱跌超7%，汇丰跌超5%，花旗、富国银行跌超2%。第一共和银行盘前跌超21%，该行遭标普一周内两次下调评级。3B家居盘前跌超13%，计划进行反向拆股。嘉信理财盘前跌超3%，市场担忧其也面临流动性问题。斗鱼盘前涨近6%，去年四季度业绩超预期。热门中概股盘前下跌，哔哩哔哩跌近4%，理想汽车、爱奇艺跌超3%，小鹏汽车跌超2%。石油股盘前下跌，道达尔跌近4%，英国石油、埃克森美孚跌超2%。","news_type":1,"symbols_score_info":{".IXIC":0.9,"CS":0.9,".SPX":0.9,"FRC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943961832,"gmtCreate":1679048423427,"gmtModify":1679048427580,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943961832","repostId":"1188611512","repostType":2,"isVote":1,"tweetType":1,"viewCount":2664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949774665,"gmtCreate":1678938516657,"gmtModify":1678938520632,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949774665","repostId":"2319875342","repostType":2,"repost":{"id":"2319875342","kind":"news","pubTimestamp":1678915920,"share":"https://ttm.financial/m/news/2319875342?lang=en_US&edition=fundamental","pubTime":"2023-03-16 05:32","market":"us","language":"zh","title":"Foreign media headlines | Credit Suisse crisis dominates the market, bank stocks are hit hard again","url":"https://stock-news.laohu8.com/highlight/detail?id=2319875342","media":"环球市场播报","summary":" 美国地区性银行倒闭掀起的风暴过去才不到几天，瑞信带来的新一轮动荡又引得全球市场风声鹤唳。 瑞信股价暴跌30%点燃了金融股的抛售狂潮，就连摩根大通、富国银行、花旗集团等银行巨头也未能幸免。标普500指数超过90%成分股下跌，欧洲股市基准指数跌幅一度达到3%。布伦特原油跌破每桶75美元，为2021年末以来首次。两名知情人士表示，瑞信还要求瑞士金融监管机构Finma对其表示支持，但两家机构都尚未决定公开干预。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Global risk assets are in mourning, Credit Suisse plummets and begins to ask the Swiss National Bank for help</b><b>2. Oil prices fall to 15-month lows, banking crisis spreads, suppressing market sentiment</b><b>3、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Small banks critical to the U.S. economy that cut U.S. GDP forecasts come under pressure</b><b>4. Due to the deterioration of liquidity in the US Treasury Bond market<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>Crisis affects Fed's rate hike path</b><b>5. Chief Investment Officer of Morgan Asset Management: U.S. interest rates may have peaked</b><b>6. In view of banking turmoil, the European Central Bank expects only 25 basis points of rate hike this week</b><img src=\"https://static.tigerbbs.com/fe57025a82ab72558e8545216c07e0fe\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>Global risk assets are in mourning, Credit Suisse plummets and begins to ask for help from the Swiss National Bank</b></p><p>Less than a few days after the storm caused by the collapse of regional banks in the United States, the new round of turmoil brought by Credit Suisse has caused jitters in the global market.</p><p>Credit Suisse's 30% plunge ignited a sell-off spree in financial stocks, even<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Banking giants such as Citigroup and Citigroup have not been spared. More than 90% of the constituent stocks of the S&P 500 index fell, and the European stock market benchmark index once fell by 3%. Brent crude fell below $75 a barrel for the first time since late 2021.</p><p>Credit Suisse calls for help from SNB</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Call on the Swiss National Bank to publicly support it. Credit Suisse has also asked Finma, the Swiss financial regulator, to express its support, but neither institution has decided to intervene publicly, two people familiar with the matter said. Opimas analyst Octavio Marenzi said the Swiss National Bank may have to intervene and help Credit Suisse, which looks inevitable. The SNB and the Swiss government must be fully aware that the bankruptcy of Credit Suisse, or even any loss of depositors, will destroy Switzerland's reputation as a financial center.</p><p><img src=\"https://static.tigerbbs.com/2cbb9edc2db693872fddded8b95e1714\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Oil prices fall to 15-month low, banking crisis contagion weighs on sentiment</b></p><p>Crude oil extended its losses on Wednesday as turmoil in the banking sector continued to roil markets.</p><p>WTI futures fell below $68 a barrel and Brent crude oil fell below $75, both for the first time since December 2021. The decline in crude oil prices reflects worries in broader financial markets and is also affected by a pessimistic report from the International Energy Agency (IEA). The report forecasts global supply will \"easily\" exceed demand in the first half of the year. The possibility of a rate hike when the Federal Reserve meets next week also weighs on.</p><p><a href=\"https://laohu8.com/S/USEG\">US Energy</a>The latest weekly report from the Information Administration showed a slight increase in crude oil inventories, basically in line with expectations.</p><p><img src=\"https://static.tigerbbs.com/a7b652b5b1ab65192a35565ded6704c8\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Goldman Sachs cuts U.S. GDP forecast Small banks critical to U.S. economy come under pressure</b></p><p>Goldman Sachs on Wednesday lowered its U.S. economic growth forecast for 2023, citing fewer lending from small and medium-sized banks amid turmoil in the broader financial system.</p><p>Analysts believe that credit contraction will lead to a sharp tightening of bank lending standards, dragging down economic growth that has been affected by tightening policies in recent quarters.</p><p>Banks with less than $250 billion in assets account for about 50% of U.S. commercial and industrial loans.</p><p><img src=\"https://static.tigerbbs.com/bba315461049b40ef35856313ba63a76\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Treasury Bond market liquidity deteriorates as Silicon Valley Bank crisis affects Fed's rate hike path</b></p><p>As the U.S. banking crisis blurs the Federal Reserve's monetary policy outlook, liquidity in the world's largest bond market is getting worse.</p><p>The spread between bid-ask quotes for 2-year, 10-year and 30-year U.S. Treasury Bond rose to its highest level in at least six months on Tuesday, aggregated data showed. The 10-year U.S. Treasury yield fluctuated 34 basis points on Monday, the largest since the start of the 2020 COVID-19 pandemic.</p><p>Eugene Leow, senior interest rate strategist at DBS Bank in Singapore, said the widening bid-ask spread reflected increased market volatility and made market participants cautious.</p><p>The deteriorating liquidity forecast points to uncertainty about the path of the Fed's rate hike after the failure of three U.S. banks highlighted the \"lethality\" of rising borrowing costs.</p><p><img src=\"https://static.tigerbbs.com/5bdac12f50770d09a88f85bddef3bce4\" tg-width=\"550\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>JPMorgan Asset Management Chief Investment Officer: U.S. interest rates may have peaked</b></p><p>Bob Michele, chief investment officer of JPMorgan Asset Management, has previously warned that the turmoil in the banking industry will spread to the entire financial market and economy, leading to a hard landing for the U.S. economy. Now, he expects the Fed to pause its rate hike next week.</p><p>Michele said a U.S. recession is \"inevitable\" and the best investment strategy right now is to stick to high-quality bonds. He expects the US Treasury Bond yield curve to fall to a minimum of 3% across the board by August. He also said interest rates may have peaked because inflation was \"yesterday's battle\" and maintaining financial stability should now be the Fed's top priority.</p><p>The collapse of Silicon Valley Bank and growing doubts about Credit Suisse's financial prospects have prompted traders to cut their bets on the magnitude of the next rate hike. The market is worried that the collapse of the banking industry may have a shock, putting the already fragile economy at risk.</p><p><img src=\"https://static.tigerbbs.com/e0211074d94faa6063a3fdfbd445c899\" tg-width=\"500\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p><b>In view of banking turmoil, the European Central Bank expects only 25 basis points of rate hike this week</b></p><p>Economic research predicts that the European Central Bank will abandon its previous 50 basis point guidance for rate hike at this week's meeting and reduce its rate hike to half in light of market concerns about the health of the financial sector.</p><p>Economists David Powell, Maeva Cousin and Jamie Rush adjusted their expectations for the ECB's upcoming rate hike decision, now expecting just 25 basis points in rate hike.</p><p>\"Is Credit Suisse too big to fail? Maybe, but there is no doubt that it is too big to ignore,\" they said in a report on Wednesday. \"Economic research now predicts that the management committee will act more cautiously than previously hinted.\"</p><p>Traders also cut their bets on the magnitude of Thursday's rate hike, despite ECB President Christine Lagarde earlier this month calling a 50 basis point rate hike \"very, very likely\".</p><p></body></html></p>","source":"sina","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>Foreign media headlines | Credit Suisse crisis dominates the market, bank stocks are hit hard again</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\">\nForeign media headlines | Credit Suisse crisis dominates the market, bank stocks are hit hard again\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2023-03-16 05:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Global risk assets are in mourning, Credit Suisse plummets and begins to ask the Swiss National Bank for help</b><b>2. Oil prices fall to 15-month lows, banking crisis spreads, suppressing market sentiment</b><b>3、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Small banks critical to the U.S. economy that cut U.S. GDP forecasts come under pressure</b><b>4. Due to the deterioration of liquidity in the US Treasury Bond market<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>Crisis affects Fed's rate hike path</b><b>5. Chief Investment Officer of Morgan Asset Management: U.S. interest rates may have peaked</b><b>6. In view of banking turmoil, the European Central Bank expects only 25 basis points of rate hike this week</b><img src=\"https://static.tigerbbs.com/fe57025a82ab72558e8545216c07e0fe\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>Global risk assets are in mourning, Credit Suisse plummets and begins to ask for help from the Swiss National Bank</b></p><p>Less than a few days after the storm caused by the collapse of regional banks in the United States, the new round of turmoil brought by Credit Suisse has caused jitters in the global market.</p><p>Credit Suisse's 30% plunge ignited a sell-off spree in financial stocks, even<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Banking giants such as Citigroup and Citigroup have not been spared. More than 90% of the constituent stocks of the S&P 500 index fell, and the European stock market benchmark index once fell by 3%. Brent crude fell below $75 a barrel for the first time since late 2021.</p><p>Credit Suisse calls for help from SNB</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Call on the Swiss National Bank to publicly support it. Credit Suisse has also asked Finma, the Swiss financial regulator, to express its support, but neither institution has decided to intervene publicly, two people familiar with the matter said. Opimas analyst Octavio Marenzi said the Swiss National Bank may have to intervene and help Credit Suisse, which looks inevitable. The SNB and the Swiss government must be fully aware that the bankruptcy of Credit Suisse, or even any loss of depositors, will destroy Switzerland's reputation as a financial center.</p><p><img src=\"https://static.tigerbbs.com/2cbb9edc2db693872fddded8b95e1714\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Oil prices fall to 15-month low, banking crisis contagion weighs on sentiment</b></p><p>Crude oil extended its losses on Wednesday as turmoil in the banking sector continued to roil markets.</p><p>WTI futures fell below $68 a barrel and Brent crude oil fell below $75, both for the first time since December 2021. The decline in crude oil prices reflects worries in broader financial markets and is also affected by a pessimistic report from the International Energy Agency (IEA). The report forecasts global supply will \"easily\" exceed demand in the first half of the year. The possibility of a rate hike when the Federal Reserve meets next week also weighs on.</p><p><a href=\"https://laohu8.com/S/USEG\">US Energy</a>The latest weekly report from the Information Administration showed a slight increase in crude oil inventories, basically in line with expectations.</p><p><img src=\"https://static.tigerbbs.com/a7b652b5b1ab65192a35565ded6704c8\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Goldman Sachs cuts U.S. GDP forecast Small banks critical to U.S. economy come under pressure</b></p><p>Goldman Sachs on Wednesday lowered its U.S. economic growth forecast for 2023, citing fewer lending from small and medium-sized banks amid turmoil in the broader financial system.</p><p>Analysts believe that credit contraction will lead to a sharp tightening of bank lending standards, dragging down economic growth that has been affected by tightening policies in recent quarters.</p><p>Banks with less than $250 billion in assets account for about 50% of U.S. commercial and industrial loans.</p><p><img src=\"https://static.tigerbbs.com/bba315461049b40ef35856313ba63a76\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Treasury Bond market liquidity deteriorates as Silicon Valley Bank crisis affects Fed's rate hike path</b></p><p>As the U.S. banking crisis blurs the Federal Reserve's monetary policy outlook, liquidity in the world's largest bond market is getting worse.</p><p>The spread between bid-ask quotes for 2-year, 10-year and 30-year U.S. Treasury Bond rose to its highest level in at least six months on Tuesday, aggregated data showed. The 10-year U.S. Treasury yield fluctuated 34 basis points on Monday, the largest since the start of the 2020 COVID-19 pandemic.</p><p>Eugene Leow, senior interest rate strategist at DBS Bank in Singapore, said the widening bid-ask spread reflected increased market volatility and made market participants cautious.</p><p>The deteriorating liquidity forecast points to uncertainty about the path of the Fed's rate hike after the failure of three U.S. banks highlighted the \"lethality\" of rising borrowing costs.</p><p><img src=\"https://static.tigerbbs.com/5bdac12f50770d09a88f85bddef3bce4\" tg-width=\"550\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>JPMorgan Asset Management Chief Investment Officer: U.S. interest rates may have peaked</b></p><p>Bob Michele, chief investment officer of JPMorgan Asset Management, has previously warned that the turmoil in the banking industry will spread to the entire financial market and economy, leading to a hard landing for the U.S. economy. Now, he expects the Fed to pause its rate hike next week.</p><p>Michele said a U.S. recession is \"inevitable\" and the best investment strategy right now is to stick to high-quality bonds. He expects the US Treasury Bond yield curve to fall to a minimum of 3% across the board by August. He also said interest rates may have peaked because inflation was \"yesterday's battle\" and maintaining financial stability should now be the Fed's top priority.</p><p>The collapse of Silicon Valley Bank and growing doubts about Credit Suisse's financial prospects have prompted traders to cut their bets on the magnitude of the next rate hike. The market is worried that the collapse of the banking industry may have a shock, putting the already fragile economy at risk.</p><p><img src=\"https://static.tigerbbs.com/e0211074d94faa6063a3fdfbd445c899\" tg-width=\"500\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p><b>In view of banking turmoil, the European Central Bank expects only 25 basis points of rate hike this week</b></p><p>Economic research predicts that the European Central Bank will abandon its previous 50 basis point guidance for rate hike at this week's meeting and reduce its rate hike to half in light of market concerns about the health of the financial sector.</p><p>Economists David Powell, Maeva Cousin and Jamie Rush adjusted their expectations for the ECB's upcoming rate hike decision, now expecting just 25 basis points in rate hike.</p><p>\"Is Credit Suisse too big to fail? Maybe, but there is no doubt that it is too big to ignore,\" they said in a report on Wednesday. \"Economic research now predicts that the management committee will act more cautiously than previously hinted.\"</p><p>Traders also cut their bets on the magnitude of Thursday's rate hike, despite ECB President Christine Lagarde earlier this month calling a 50 basis point rate hike \"very, very likely\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-03-16/doc-imykyzsn1451326.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fe57025a82ab72558e8545216c07e0fe","relate_stocks":{".IXIC":"NASDAQ Composite","HSI":"恒生指数","BK4588":"碎股","SHY":"债券指数ETF-iShares Barclays 1-3年国债","BK4550":"红杉资本持仓","BK4552":"Archegos爆仓风波概念","BND":"债券指数ETF-Vanguard美国","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","GOVT":"iShares安硕核心美国国债ETF",".DJI":"道琼斯","IEF":"债券指数ETF-iShares Barclays 7-10年","TLT":"20+年以上美国国债ETF-iShares","BK4585":"ETF&股票定投概念","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","IEI":"iShares Barclays 3-7 Year Trea","BK4504":"桥水持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-03-16/doc-imykyzsn1451326.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2319875342","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、全球风险资产哀鸿遍野 瑞信暴跌 开始向瑞士央行求救2、油价跌至15个月低点 银行业危机蔓延打压市场情绪3、高盛下调美国GDP预期 对美国经济至关重要的小银行面临压力4、美国国债市场流动性恶化 因硅谷银行危机影响美联储加息路径5、摩根资产管理首席投资官：美国利率或已见顶6、鉴于银行业动荡 欧洲央行本周料仅加息25个基点全球风险资产哀鸿遍野 瑞信暴跌 开始向瑞士央行求救美国地区性银行倒闭掀起的风暴过去才不到几天，瑞信带来的新一轮动荡又引得全球市场风声鹤唳。瑞信股价暴跌30%点燃了金融股的抛售狂潮，就连摩根大通、富国银行、花旗集团等银行巨头也未能幸免。标普500指数超过90%成分股下跌，欧洲股市基准指数跌幅一度达到3%。 布伦特原油跌破每桶75美元，为2021年末以来首次。瑞信向瑞士央行求救瑞士信贷呼吁瑞士央行公开对其表示支持。两名知情人士表示，瑞信还要求瑞士金融监管机构Finma对其表示支持，但两家机构都尚未决定公开干预。Opimas分析师Octavio Marenzi表示，瑞士央行可能不得不干预并帮助瑞信，这看起来无法避免。瑞士央行和瑞士政府必须充分意识到，瑞信的破产，甚至储户的任何损失，都将摧毁瑞士作为金融中心的声誉。油价跌至15个月低点 银行业危机蔓延打压市场情绪随着银行业的动荡继续扰乱市场，原油周三延续了跌势。WTI期货跌破每桶68美元，布伦特原油跌破75美元，均为2021年12月以来首次。原油价格下跌反映了更广泛金融市场内的忧虑情绪，也受到国际能源署（IEA）一份悲观报告的影响。该报告预测今年上半年全球供应将“轻松”超过需求。美联储下周开会时加息的可能性也带来压力。美国能源信息管理局的最新周报显示原油库存略有上升，基本符合预期。高盛下调美国GDP预期 对美国经济至关重要的小银行面临压力高盛周三下调了美国2023年的经济增长预测，理由是在更广泛的金融体系动荡之际，中小银行的贷款减少。分析师们认为，信贷收缩将导致银行贷款标准大幅收紧，拖累已经受到近几个季度收紧政策影响的经济增长。资产不足2500亿美元的银行约占美国商业和工业贷款的50%。美国国债市场流动性恶化 因硅谷银行危机影响美联储加息路径随着美国银行业危机模糊了美联储货币政策前景，全球最大债券市场流动性正在变差。汇总的数据显示，2年期、10年期和30年期美国国债的买卖报价之差周二升至至少六个月来的最高水平。10年期美债收益率周一的波幅达到34个基点，为2020年新冠疫情开始以来最大。星展银行驻新加坡高级利率策略师Eugene Leow表示，买卖价差扩大反映了市场波动加剧，令市场参与者行事谨慎。流动性恶化预表明，在美国三家银行倒闭凸显出借贷成本上升的“杀伤力”后，美联储加息路径存在不确定性。摩根资产管理首席投资官：美国利率或已见顶摩根资产管理的首席投资官Bob Michele此前曾警告称，银行业的动荡将波及整个金融市场和经济，导致美国经济出现硬着陆。如今，他预计美联储下周将暂停加息。Michele表示，美国经济衰退是“不可避免的”，目前最好的投资策略是坚持持有高质量债券。他预计到8月美国国债收益率曲线将全线降至最低3%的水平。他还表示，利率可能已经见顶，因为通胀已是“昨日的战役”，如今维护金融稳定才应是美联储的首要任务。硅谷银行的倒闭以及对瑞信财务前景的疑虑与日俱增，促使交易员下调对接下来加息幅度的押注。市场担心银行业的崩溃恐形成冲击，使本已脆弱的经济面临风险。鉴于银行业动荡 欧洲央行本周料仅加息25个基点经济研究预计，鉴于市场对金融部门健康状况的担忧，欧洲央行将在本周的会议上放弃先前加息50个基点的指引，将加息幅度缩减至一半。经济学家David Powell，Maeva Cousin和Jamie Rush调整了他们对欧洲央行即将公布的加息决定的预期，目前预计仅加息25个基点。“瑞信是否规模太大不容倒闭？也许吧，但毫无疑问的是，它的规模太大，以至于不容忽视，”他们周三在一份报告中表示，“经济研究现在预计，管委会相较于此前的暗示将更为谨慎地行事。”交易员们也下调了对周四加息幅度的押注，尽管欧洲央行行长克里斯蒂娜·拉加德本月早些时候称“非常、非常有可能”加息50个基点。","news_type":1,"symbols_score_info":{"IEI":0.6,".IXIC":0.9,"GOVT":0.6,"HSI":0.9,"UBmain":0.6,"ZBmain":0.6,".DJI":0.9,"ZTmain":0.6,"TLT":0.6,"ZFmain":0.6,"IEF":0.6,"BND":1,"TNmain":0.6,"SHY":0.6}},"isVote":1,"tweetType":1,"viewCount":3144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940815580,"gmtCreate":1677808408841,"gmtModify":1677808413813,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940815580","repostId":"1110233179","repostType":4,"repost":{"id":"1110233179","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":1677801485,"share":"https://ttm.financial/m/news/1110233179?lang=en_US&edition=fundamental","pubTime":"2023-03-03 07:58","market":"sh","language":"zh","title":"Last night and this morning | The sound of pigeons boosted, and the Dow closed up more than 1%! Tesla plummeted nearly 6%, and banks in the currency circle plunged 58%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110233179","media":"老虎资讯综合","summary":"摘要：①美联储官员鸽声提振，美股收高道指涨超1%；②印度最高法院下令调查阿达尼动荡事件；③美司法部：特朗普应为国会山暴乱事件承担责任。海外行情1、美联储官员鸽声提振美股收涨道指涨超1%美股周四收高。市","content":"<p><html><head></head><body>Summary: ① Fed officials' doves boosted, U.S. stocks closed higher, and the Dow Jones Industrial Average rose more than 1%; ② The Supreme Court of India ordered an investigation into the Adani turmoil; ③ US Department of Justice: Trump should take responsibility for the riots on Capitol Hill.<img src=\"https://static.tigerbbs.com/d94117bd542568ef35d0e2c9efcee577\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. stocks closed higher, boosted by Fed officials' dovish voices, and the Dow rose more than 1%</p><p>U.S. stocks closed higher on Thursday. The market continues to pay attention to earnings reports, economic data and inflation. The Federal Reserve's Bostic said it may suspend rate hike after midsummer this year, because the effects of previous rate hike may be apparent this spring. As of the close, the Dow Jones index rose 1.05%, the S&P 500 index rose 0.76%, and the Nasdaq index rose 0.73%.</p><p>Silvergate Bank, which started with the currency circle, closed down nearly 58% in a thunderstorm, the largest one-day drop since the company's U.S. IPO. The company announced that it could not file its 10-K annual report with the SEC before the March 16 deadline. At the same time, it warned that there may be a problem of insufficient capital, and is evaluating the impact of a series of follow-up events on the company's ability to continue operating.<img src=\"https://static.tigerbbs.com/c941ec50befbcdb80ceb3b3a763faba1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Most large technology stocks rose,<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up more than 1%; Facebook,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Small rise;<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>A slight decline, just released a \"new chapter in the grand plan\"<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It closed down nearly 5.9%, the biggest closing decline since January 30.</p><p>2. Popular Chinese concept stocks generally rose<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 9%</p><p>Popular Chinese concept stocks generally rose, Bilibili rose more than 9%, and the Nasdaq China Golden Dragon Index rose 2.66%.<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 8%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up more than 5%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Rose more than 4%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose more than 3%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 2%, and Weibo rose more than 1%.<a href=\"https://laohu8.com/S/ACH\">Aluminum of China</a>Fell more than 4%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Slight decline.</p><p>3. Major European stock indexes closed higher<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>Index rose 0.37%</p><p>Major European stock indexes closed generally higher on Thursday, with Germany's DAX30 index up 0.15%, Britain's FTSE 100 index up 0.37%, France's CAC40 index up 0.69%, and Europe's Stoxx 50 index up 0.59%.</p><p>4. U.S. WTI crude oil closed up 0.6% on Thursday, hitting a two-week high</p><p>The price of April West Texas Intermediate crude oil rose 47 cents, or 0.6%, to settle at $78.16 a barrel on the New York Mercantile Exchange, the highest closing price since February 16.</p><p>5. New York gold futures closed down 0.3% on Thursday, ending three consecutive gains</p><p>On Thursday, the price of gold futures for April delivery on the New York Mercantile Exchange fell $4.90, or 0.3%, to settle at $1,840.50 an ounce.</p><p>Macro News</p><p>1. Senior Fed official: There is no need to \"upshift\" rate hike may step on the brakes before the fall</p><p>On Thursday (March 2) local time, Atlanta Fed President Raphael Bostic said that the impact of high interest rates on the economy may not begin to take effect until spring, and he preferred the Fed to rate hike at a slower pace.</p><p>Bostic told the media that he prefers the Fed to rate hike at a slower pace, that is, the rate hike per meeting will be kept at 25 basis points. \"I think slowness and steady is the appropriate course of action. Moving forward at a moderated pace can reduce the chances of excessive damage to the economy due to rate hike.\"</p><p>Bostic added that the Fed may be close to the point of stopping rate hike because interest rates have been raised to restrictive levels of 4.5%-4.75%. He also predicted that the bank may suspend its rate hike in the middle to late summer.</p><p>2. Nearly one year since the Federal Reserve launched the rate hike: this labor force indicator has not yet shown signs of weakness</p><p>On Thursday (March 2) local time, the number of \"initial applications\" announced by the U.S. Department of Labor unexpectedly fell again, indicating that the labor market continues to be strong and may allow the Federal Reserve to continue its rate hike.</p><p>Specific data shows that in the week ending February 25, the number of people applying for unemployment benefits for the first time in the United States recorded 190,000, a decrease of 2,000 from 192,000 in the previous week. The market had previously expected it to rise to 195,000. It is worth mentioning that this is the seventh consecutive week that this data has remained below the 200,000 mark.</p><p>It is understood that the Federal Reserve has conducted eight consecutive rate hike since March last year, with a cumulative rate hike as high as 450 basis points. But minutes of the meeting released last week showed that participants felt that the labor market remained very tight, resulting in continued upward pressure on wages and prices, and there was still a need for further rate hike.</p><p>3. Is the truth about to come out? India's Supreme Court orders investigation into Adani unrest</p><p>India's Supreme Court on Thursday set up a committee to investigate the causes of the share price turmoil in the conglomerate owned by billionaire Gautam Adani. The Supreme Court claimed it would investigate oversight and management failures that may have led to a massive sell-off of the group's shares, as well as the group's violations of securities laws.</p><p>In addition, the Supreme Court of India also asked the Securities and Exchange Board of India (SEBI) to complete the investigation into the allegations against Adani Group by American short-selling agency Hindenburg Research within 2 months, including whether there were undisclosed transactions with related parties and illegal manipulation of stock prices.</p><p>4. US Department of Justice: Trump should take responsibility for the riots on Capitol Hill</p><p>On March 2, local time, the U.S. Department of Justice stated that former President Trump should be held responsible for the Capitol Hill riots that occurred on January 6, 2021. \"Giving speeches on issues of public concern is a traditional function of the president, but the traditional function is public communication, and it does not include incitement to imminent private violence,\" said lawyers for the Justice Department's civil division.</p><p>The situation between Russia and Ukraine</p><p>1. US official: The US government will announce aid to Ukraine worth US $400 million</p><p>Two U.S. officials and a person familiar with the matter revealed to Reuters on March 2 local time that the U.S. government will announce material assistance worth US $400 million to the Ukrainian army on the 3rd local time.</p><p>2. Russian Deputy Foreign Minister: Russia and the United States have held a pragmatic dialogue around the New Strategic Arms Reduction Treaty</p><p>Russian Deputy Foreign Minister Ryabkov said on March 2 that during the Conference on Disarmament in Geneva, Russia and the United States had contacts and discussed the New Strategic Arms Reduction Treaty. Ryabkov said that the dialogue between the two sides is pragmatic.</p><p>3. Russian Foreign Minister calls for a quick and fair investigation into the bombing of \"Nord Stream\"</p><p>According to Russian media reports, Russian Foreign Minister Lavrov called for a \"quick and fair\" investigation into the bombing of the \"Nord Stream\" natural gas pipeline in September last year on March 2, and said that Russia should participate in the relevant investigation. Lavrov also accused the West of \"shamelessly sabotaging\" Black Sea ports<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>Sinotrans Agreement. He said that Russia has repeatedly expressed dissatisfaction with the implementation of some contents of the agreement involving Russia, pointing out that Russian grain and fertilizer exports are still blocked by Western restrictions.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2316372965\" target=\"_blank\">Apple rejects an email app to update ChatGPT features</a></p><p>Apple recently blocked an update to an email app amid concerns about the potential harm of artificial intelligence, media reported on Thursday. The app, called BlueMail, tries to add AI capabilities, using ChatGPT to help users automatically write emails.</p><p>Apple's application review team pointed out in an email to Blix last week that BlueMail contains AI-generated content, but it seems that there is no content filtering at present, which may produce content that is not suitable for all audiences (verbal attacks and sexual content, etc.), suggest that BlueMail limit users to 17 years old and older, or add content filtering.</p><p>2. Silvergate Bank, which started with the currency circle, fell more than 50% after the thunderstorm</p><p>Silvergate Bank, which made a reputation for providing services to the cryptocurrency industry, closed down 57.72% on Thursday. On the news side, the company announced that it could not submit its 10-K annual report to the SEC before the March 16 deadline. At the same time, it warned that there may be a problem of insufficient capital, and is evaluating the impact of a series of follow-up events on the company's ability to continue operating.</p><p>After the news was announced, Coinbase, the largest cryptocurrency exchange in the United States, Paxos, a stablecoin issuer, Galaxy Digital, a financial services company in the currency circle, CME group's Cboe Digital, and Bitstamp exchanges all announced that they would stop banking transactions with Silvergate.</p><p>3. The EU is said to release the Microsoft Blizzard acquisition case</p><p>Microsoft is expected to settle the EU's acquisition by offering licensing agreements to competitors, media reported Thursday, citing sources<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>Antitrust concerns. The European Commission plans to make a decision on the deal before April 25, local time, and is not expected to ask Microsoft to sell assets to get approval, people familiar with the matter said.</p><p>4、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Plans to restart production of the F-150 Lightning pure electric pickup truck on March 13</p><p>Ford plans to restart production of the F-150 Lightning pure electric pickup truck on March 13 after suspending production due to an investigation into a car battery fire. The automaker said on Thursday that the arrangement will give battery supplier SK On ample time to restart production and deliver battery packs for electric pickups.</p><p>5. Cloud computing giant Salesforce's performance exceeded expectations and its stock price rose 11%</p><p>After the market closed on Wednesday, the Dow constituent stock and American cloud computing giant Salesforce disclosed its financial report for the fourth quarter of fiscal year 2023 as of the end of January this year. Revenue was US $8.38 billion, a year-on-year increase of 14%, and adjusted earnings per share were US $1.68, both better than market expectations. The company expects fiscal 2024 revenue of US $34.5-34.7 billion, better than analysts' expectations of US $34.05 billion, while announcing an expansion of its buyback program to US $20 billion. Affected by this, Salesforce closed up 11.50% on Thursday.</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>Last night and this morning | The sound of pigeons boosted, and the Dow closed up more than 1%! Tesla plummeted nearly 6%, and banks in the currency circle plunged 58%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | The sound of pigeons boosted, and the Dow closed up more than 1%! Tesla plummeted nearly 6%, and banks in the currency circle plunged 58%\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\">2023-03-03 07:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① Fed officials' doves boosted, U.S. stocks closed higher, and the Dow Jones Industrial Average rose more than 1%; ② The Supreme Court of India ordered an investigation into the Adani turmoil; ③ US Department of Justice: Trump should take responsibility for the riots on Capitol Hill.<img src=\"https://static.tigerbbs.com/d94117bd542568ef35d0e2c9efcee577\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. stocks closed higher, boosted by Fed officials' dovish voices, and the Dow rose more than 1%</p><p>U.S. stocks closed higher on Thursday. The market continues to pay attention to earnings reports, economic data and inflation. The Federal Reserve's Bostic said it may suspend rate hike after midsummer this year, because the effects of previous rate hike may be apparent this spring. As of the close, the Dow Jones index rose 1.05%, the S&P 500 index rose 0.76%, and the Nasdaq index rose 0.73%.</p><p>Silvergate Bank, which started with the currency circle, closed down nearly 58% in a thunderstorm, the largest one-day drop since the company's U.S. IPO. The company announced that it could not file its 10-K annual report with the SEC before the March 16 deadline. At the same time, it warned that there may be a problem of insufficient capital, and is evaluating the impact of a series of follow-up events on the company's ability to continue operating.<img src=\"https://static.tigerbbs.com/c941ec50befbcdb80ceb3b3a763faba1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Most large technology stocks rose,<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up more than 1%; Facebook,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Small rise;<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>A slight decline, just released a \"new chapter in the grand plan\"<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It closed down nearly 5.9%, the biggest closing decline since January 30.</p><p>2. Popular Chinese concept stocks generally rose<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 9%</p><p>Popular Chinese concept stocks generally rose, Bilibili rose more than 9%, and the Nasdaq China Golden Dragon Index rose 2.66%.<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 8%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up more than 5%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Rose more than 4%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose more than 3%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 2%, and Weibo rose more than 1%.<a href=\"https://laohu8.com/S/ACH\">Aluminum of China</a>Fell more than 4%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Slight decline.</p><p>3. Major European stock indexes closed higher<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>Index rose 0.37%</p><p>Major European stock indexes closed generally higher on Thursday, with Germany's DAX30 index up 0.15%, Britain's FTSE 100 index up 0.37%, France's CAC40 index up 0.69%, and Europe's Stoxx 50 index up 0.59%.</p><p>4. U.S. WTI crude oil closed up 0.6% on Thursday, hitting a two-week high</p><p>The price of April West Texas Intermediate crude oil rose 47 cents, or 0.6%, to settle at $78.16 a barrel on the New York Mercantile Exchange, the highest closing price since February 16.</p><p>5. New York gold futures closed down 0.3% on Thursday, ending three consecutive gains</p><p>On Thursday, the price of gold futures for April delivery on the New York Mercantile Exchange fell $4.90, or 0.3%, to settle at $1,840.50 an ounce.</p><p>Macro News</p><p>1. Senior Fed official: There is no need to \"upshift\" rate hike may step on the brakes before the fall</p><p>On Thursday (March 2) local time, Atlanta Fed President Raphael Bostic said that the impact of high interest rates on the economy may not begin to take effect until spring, and he preferred the Fed to rate hike at a slower pace.</p><p>Bostic told the media that he prefers the Fed to rate hike at a slower pace, that is, the rate hike per meeting will be kept at 25 basis points. \"I think slowness and steady is the appropriate course of action. Moving forward at a moderated pace can reduce the chances of excessive damage to the economy due to rate hike.\"</p><p>Bostic added that the Fed may be close to the point of stopping rate hike because interest rates have been raised to restrictive levels of 4.5%-4.75%. He also predicted that the bank may suspend its rate hike in the middle to late summer.</p><p>2. Nearly one year since the Federal Reserve launched the rate hike: this labor force indicator has not yet shown signs of weakness</p><p>On Thursday (March 2) local time, the number of \"initial applications\" announced by the U.S. Department of Labor unexpectedly fell again, indicating that the labor market continues to be strong and may allow the Federal Reserve to continue its rate hike.</p><p>Specific data shows that in the week ending February 25, the number of people applying for unemployment benefits for the first time in the United States recorded 190,000, a decrease of 2,000 from 192,000 in the previous week. The market had previously expected it to rise to 195,000. It is worth mentioning that this is the seventh consecutive week that this data has remained below the 200,000 mark.</p><p>It is understood that the Federal Reserve has conducted eight consecutive rate hike since March last year, with a cumulative rate hike as high as 450 basis points. But minutes of the meeting released last week showed that participants felt that the labor market remained very tight, resulting in continued upward pressure on wages and prices, and there was still a need for further rate hike.</p><p>3. Is the truth about to come out? India's Supreme Court orders investigation into Adani unrest</p><p>India's Supreme Court on Thursday set up a committee to investigate the causes of the share price turmoil in the conglomerate owned by billionaire Gautam Adani. The Supreme Court claimed it would investigate oversight and management failures that may have led to a massive sell-off of the group's shares, as well as the group's violations of securities laws.</p><p>In addition, the Supreme Court of India also asked the Securities and Exchange Board of India (SEBI) to complete the investigation into the allegations against Adani Group by American short-selling agency Hindenburg Research within 2 months, including whether there were undisclosed transactions with related parties and illegal manipulation of stock prices.</p><p>4. US Department of Justice: Trump should take responsibility for the riots on Capitol Hill</p><p>On March 2, local time, the U.S. Department of Justice stated that former President Trump should be held responsible for the Capitol Hill riots that occurred on January 6, 2021. \"Giving speeches on issues of public concern is a traditional function of the president, but the traditional function is public communication, and it does not include incitement to imminent private violence,\" said lawyers for the Justice Department's civil division.</p><p>The situation between Russia and Ukraine</p><p>1. US official: The US government will announce aid to Ukraine worth US $400 million</p><p>Two U.S. officials and a person familiar with the matter revealed to Reuters on March 2 local time that the U.S. government will announce material assistance worth US $400 million to the Ukrainian army on the 3rd local time.</p><p>2. Russian Deputy Foreign Minister: Russia and the United States have held a pragmatic dialogue around the New Strategic Arms Reduction Treaty</p><p>Russian Deputy Foreign Minister Ryabkov said on March 2 that during the Conference on Disarmament in Geneva, Russia and the United States had contacts and discussed the New Strategic Arms Reduction Treaty. Ryabkov said that the dialogue between the two sides is pragmatic.</p><p>3. Russian Foreign Minister calls for a quick and fair investigation into the bombing of \"Nord Stream\"</p><p>According to Russian media reports, Russian Foreign Minister Lavrov called for a \"quick and fair\" investigation into the bombing of the \"Nord Stream\" natural gas pipeline in September last year on March 2, and said that Russia should participate in the relevant investigation. Lavrov also accused the West of \"shamelessly sabotaging\" Black Sea ports<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>Sinotrans Agreement. He said that Russia has repeatedly expressed dissatisfaction with the implementation of some contents of the agreement involving Russia, pointing out that Russian grain and fertilizer exports are still blocked by Western restrictions.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2316372965\" target=\"_blank\">Apple rejects an email app to update ChatGPT features</a></p><p>Apple recently blocked an update to an email app amid concerns about the potential harm of artificial intelligence, media reported on Thursday. The app, called BlueMail, tries to add AI capabilities, using ChatGPT to help users automatically write emails.</p><p>Apple's application review team pointed out in an email to Blix last week that BlueMail contains AI-generated content, but it seems that there is no content filtering at present, which may produce content that is not suitable for all audiences (verbal attacks and sexual content, etc.), suggest that BlueMail limit users to 17 years old and older, or add content filtering.</p><p>2. Silvergate Bank, which started with the currency circle, fell more than 50% after the thunderstorm</p><p>Silvergate Bank, which made a reputation for providing services to the cryptocurrency industry, closed down 57.72% on Thursday. On the news side, the company announced that it could not submit its 10-K annual report to the SEC before the March 16 deadline. At the same time, it warned that there may be a problem of insufficient capital, and is evaluating the impact of a series of follow-up events on the company's ability to continue operating.</p><p>After the news was announced, Coinbase, the largest cryptocurrency exchange in the United States, Paxos, a stablecoin issuer, Galaxy Digital, a financial services company in the currency circle, CME group's Cboe Digital, and Bitstamp exchanges all announced that they would stop banking transactions with Silvergate.</p><p>3. The EU is said to release the Microsoft Blizzard acquisition case</p><p>Microsoft is expected to settle the EU's acquisition by offering licensing agreements to competitors, media reported Thursday, citing sources<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>Antitrust concerns. The European Commission plans to make a decision on the deal before April 25, local time, and is not expected to ask Microsoft to sell assets to get approval, people familiar with the matter said.</p><p>4、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Plans to restart production of the F-150 Lightning pure electric pickup truck on March 13</p><p>Ford plans to restart production of the F-150 Lightning pure electric pickup truck on March 13 after suspending production due to an investigation into a car battery fire. The automaker said on Thursday that the arrangement will give battery supplier SK On ample time to restart production and deliver battery packs for electric pickups.</p><p>5. Cloud computing giant Salesforce's performance exceeded expectations and its stock price rose 11%</p><p>After the market closed on Wednesday, the Dow constituent stock and American cloud computing giant Salesforce disclosed its financial report for the fourth quarter of fiscal year 2023 as of the end of January this year. Revenue was US $8.38 billion, a year-on-year increase of 14%, and adjusted earnings per share were US $1.68, both better than market expectations. The company expects fiscal 2024 revenue of US $34.5-34.7 billion, better than analysts' expectations of US $34.05 billion, while announcing an expansion of its buyback program to US $20 billion. Affected by this, Salesforce closed up 11.50% on Thursday.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161121":"银行","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4574":"无人驾驶","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","DJX":"1/100道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110233179","content_text":"摘要：①美联储官员鸽声提振，美股收高道指涨超1%；②印度最高法院下令调查阿达尼动荡事件；③美司法部：特朗普应为国会山暴乱事件承担责任。海外行情1、美联储官员鸽声提振美股收涨道指涨超1%美股周四收高。市场继续关注财报、经济数据与通胀状况。美联储博斯蒂克称可能在今年仲夏之后暂停加息，因为之前加息的效果可能会在今春显现出来。截止收盘，道琼斯指数涨1.05%，标普500指数涨0.76%，纳斯达克指数涨0.73%。依靠币圈起家的Silvergate银行暴雷收跌近58%，创该公司美国IPO以来最大单日跌幅。公司公告称无法在3月16日的期限之前向SEC提交10-K年报。同时警告可能存在资本金不足的问题，正在评估一系列后续事件对公司持续经营能力的影响。大型科技股多数上涨，谷歌、微软涨超1%；脸书、苹果小幅上涨；亚马逊、奈飞小幅下跌，刚刚发布“宏图新篇章”的特斯拉收跌近5.9%，创1月30日以来最大收盘跌幅。2、热门中概股普涨哔哩哔哩涨超9%热门中概股普涨，哔哩哔哩涨超9%，纳斯达克中国金龙指数涨2.66%。爱奇艺涨超8%，小鹏汽车、拼多多涨超5%，网易、百度涨超4%，理想汽车涨超3%，蔚来、京东涨超2%，微博涨超1%。中国铝业跌超4%，阿里巴巴、唯品会小幅下跌。3、欧股主要指数收涨英国富时100指数涨0.37%欧洲主要股指周四收盘普涨，德国DAX30指数涨0.15%，英国富时100指数涨0.37%，法国CAC40指数涨0.69%，欧洲斯托克50指数涨0.59%。4、周四美国WTI原油收高0.6% 创两周新高纽约商品交易所4月西德克萨斯中质原油价格上涨47美分，涨幅为0.6%，收于每桶78.16美元，创2月16日以来的最高收盘价。5、周四纽约黄金期货收跌0.3% 结束三连涨周四，纽约商品交易所4月交割的黄金期货价格下跌4.90美元，跌幅为0.3%，收于每盎司1840.50美元。宏观新闻1、美联储高官：没有必要“升档”加息 可能在秋季前踩下刹车当地时间周四（3月2日），亚特兰大联储主席博斯蒂克（Raphael Bostic）表示，高利率对经济的影响可能要到春季才会开始发挥效果，他倾向于美联储以较慢的步伐加息。博斯蒂克告诉媒体，他倾向于美联储以较慢的步伐加息，即每次会议的升息幅度保持在25个基点。“我认为缓慢和稳定是适当的行动方案，以有节制的速度前进，可以减少因加息过度损害经济的几率。”博斯蒂克补充称，美联储可能已经接近停止加息的时间点，因为利率已经提升到了4.5%-4.75%的限制性水平。他还预测，该行可能在今年夏季中后期暂停加息。2、美联储启动加息近一周年：这一劳动力指标竟还未显疲态当地时间周四（3月2日），美国劳工部公布的“初请”人数再次意外走低，表明劳动力市场持续强劲，可能会让美联储继续加息。具体数据显示，截至2月25日的一周，美国首次申请失业救济金的人数录得19万人，较前一周的19.2万人减少了2000人，市场先前预计将升至19.5万人。值得一提的是，这还是该数据连续第七周保持在20万关口下方。据了解，美联储自去年3月以来已经连续八次加息，累计加息幅度高达450个基点。但上周发布的会议纪要显示，与会者认为劳动力市场仍然非常紧张，导致工资和价格持续面临上行压力，仍有进一步加息的必要性。3、真相即将大白？印度最高法院下令调查阿达尼动荡事件印度最高法院周四成立了一个委员会，要求调查亿万富翁高塔姆·阿达尼旗下企业集团股价动荡的原因。最高法院声称，将调查可能导致集团股票大规模抛售的监督管理失误，以及该集团违反证券法的行为。此外，印度最高法院还要求印度证券交易委员会(SEBI)在2个月内完成对美国做空机构兴登堡研究公司对阿达尼集团指控的调查，包括是否存在未披露与关联方交易以及违法操纵股票价格的情况。4、美司法部：特朗普应为国会山暴乱事件承担责任当地时间3月2日，美国司法部表示，前总统特朗普应当为2021年1月6日发生的国会山暴乱事件承担责任。司法部民事部门的律师表示：“就公众关心的问题发表演讲是总统的一项传统职能，但传统的功能是公共传播，它不包括煽动迫在眉睫的私人暴力。”俄乌局势1、美官员：美政府将宣布价值4亿美元对乌援助两名美方官员和一名知情人士当地时间3月2日向路透社透露，美政府将于当地时间3日宣布对乌克兰军队价值4亿美元的物资援助。2、俄副外长：俄美双方围绕《新削减战略武器条约》进行了务实对话俄罗斯外交部副部长里亚布科夫3月2日表示，在日内瓦裁军谈判会议期间，俄美双方进行了接触，围绕《新削减战略武器条约》进行了讨论。里亚布科夫称，双方对话是务实的。3、俄罗斯外长呼吁对“北溪”被炸进行快速公正的调查据俄罗斯媒体报道，俄罗斯外长拉夫罗夫3月2日呼吁对去年9月“北溪”天然气管道被炸事件进行“快速公正”的调查，并表示俄罗斯应参与相关调查。拉夫罗夫还指责西方在“无耻地破坏”黑海港口农产品外运协议。他说，俄方曾多次对协议涉及俄罗斯的部分内容落实状况表达不满，指出俄方谷物和化肥出口仍因西方限制遭遇阻滞。公司新闻1、苹果拒绝一款邮件应用更新ChatGPT功能据媒体周四报道，出于对人工智能潜在危害的担忧，苹果公司最新阻止了一款电子邮件应用程序的更新。这款应用程序名为BlueMail，该应用程序试图增加AI功能，使用ChatGPT来帮助用户自动编写邮件。苹果的应用程序审查小组上周在给Blix的邮件中指出，BlueMail包含AI生成的内容，但目前似乎并没有进行过内容过滤，可能会产生不适合于所有受众的内容(语言攻击和性内容等)，建议BlueMail将用户限制在17岁及以上，或者添加内容过滤功能。2、依靠币圈起家的Silvergate银行暴雷后重挫逾50%以向加密货币行业提供服务声名鹊起的Silvergate银行周四收跌57.72%。消息面上，公司公告称无法在3月16日的期限之前向SEC提交10-K年报。同时警告可能存在资本金不足的问题，正在评估一系列后续事件对公司持续经营能力的影响。消息公布后，包括美国最大美国最大加密货币交易所Coinbase、稳定币发行机构Paxos、币圈金融服务公司Galaxy Digital、芝商所旗下Cboe Digital、Bitstamp交易所均宣布停止与Silvergate的银行业务往来。3、欧盟据称将放行微软暴雪收购案据媒体周四援引消息人士报道，微软通过向竞争对手提供授权协议，有望解决欧盟对其收购动视暴雪的反垄断担忧。知情人士称，欧盟委员会计划在当地时间4月25日之前对这笔交易做出决定，预计不会要求微软出售资产来获得批准。4、福特汽车计划3月13日重启F-150 Lightning纯电动皮卡的生产福特汽车计划在3月13日重启F-150 Lightning纯电动皮卡的生产，此前因调查汽车电池起火问题停产。该汽车制造商周四表示，这个安排将使电池供应商SK On有充足时间重新开始生产并交付电动皮卡的电池组。5、云计算巨头Salesforce业绩超预期 股价大涨11%周三盘后，道指成分股、美国云计算巨头Salesforce披露截至今年1月底的2023财年四季度财报。营收83.8亿美元，同比增长14%，调整后每股收益1.68美元，均好于市场预期。公司预计2024财年收入345-347亿美元，好于分析师预期的340.5亿美元，同时宣布将回购计划扩大至200亿美元。受此影响，Salesforce周四收涨11.50%。","news_type":1,"symbols_score_info":{"161121":0.9,"YMmain":0.9,"DJX":0.9,"TSLA":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940815876,"gmtCreate":1677808346895,"gmtModify":1677808351777,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940815876","repostId":"1164319050","repostType":4,"repost":{"id":"1164319050","kind":"news","pubTimestamp":1677804063,"share":"https://ttm.financial/m/news/1164319050?lang=en_US&edition=fundamental","pubTime":"2023-03-03 08:41","market":"sh","language":"zh","title":"Gates: I don't think the U.S. will ever succeed in preventing China from having powerful chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1164319050","media":"华尔街见闻","summary":"盖茨认为，美国限制中国技术发展的努力注定要失败，美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片，“美国永远无法成功阻止中国拥有强大的芯片”。英国《金融时报》3月2日刊出该媒体播客节目《拉赫曼说","content":"<p><html><head></head><body>Gates believes that the U.S. efforts to limit China's technological development are doomed to failure. The U.S. approach will only \"force\" China to spend time and money to manufacture its own chips. \"The United States will never succeed in preventing China from having powerful chips.\" On March 2nd, the British \"Financial Times\" published the media podcast program \"Rahman Says Things\" to the United States<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>An interview with the company's founder Bill Gates talked about many topics such as the Russia-Ukraine conflict, climate issues, technology, and tensions between China and the United States.</p><p>Program host Rahman said in an interview that when talking about U.S.-China relations, Bill Gates mentioned why he believed that U.S. efforts to restrict China's technological development were doomed to failure.<b>Gates believes that the U.S. approach will only \"force\" China to spend time and money manufacturing its own chips. \"The United States will never succeed in preventing China from having powerful chips.\"</b></p><p>Gideon Rahman, the host of the show, said in the opening section, \"A few weeks ago, I met Gates at the Munich Security Conference, and our topics were very wide, ranging from climate issues to the United Nations Sustainable Development Goals... Gates also explained why he believes that the ambition of keeping global warming within 1.5 degrees Celsius is impossible now, but why we should not lose hope about it either, and why he believes that U.S. efforts to limit China's technological development are doomed to failure.\"</p><p>According to this interview article, the topic begins with the Ukraine crisis and ends with the topic of China.</p><p>In the last part of the interview, Rahman mentioned: \"Last question, I really want to know your point of view, because I know you are an internationalist and you believe that technology can change the world. So I remember ten years ago, when I had lunch with you and the Financial Times (staff), you told me, you know, to have a positive attitude towards the rise of China and the technology that China can create. Now you look at the world, let's look at the sentiment in the United States, they are trying to stop China's technological progress. What do you think of all this? The world isn't going the way you want it to. \"</p><p><b>\"Well, I don't think the U.S. will ever succeed in preventing China from having powerful chips.\" Gates replied, \"You know, we're going to force them to spend time and a lot of money making their own chips.\" \"You know, I hope the U.S. and China get along better. When we have things that can be win-win between all countries in health, innovation, climate innovation, we seem to be on a deteriorating trend, but the most important relationship in the world is the U.S.-China relationship. I'm disappointed and worried about how the relationship has evolved over the past few years.\"</b></p><p>Rahman then asked him whether he thought the efforts of the United States (in hindering China's technological progress) were unlikely to succeed. Gates replied, \"I don't even understand what this success defines for us-whether it's ensuring fewer jobs in our chip industry, oversupply in the chip industry, or making Taiwan more attractive. It's complicated.\"</p><p>Rahman went on to say, \"Yes, I think they will say that we are trying to stay ahead of China. They say that China poses a military threat, these things have military uses, and we must suppress them.\"</p><p>Gates then said, \"So if you really think there's going to be a war in the next decade, then you shouldn't warn them in advance that you're going to cut off their chips (supply).\"</p><p>Rahman continued to ask, for the U.S. technology industry,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, for Google, for whoever, will it make their survival more difficult?</p><p>Gates said,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Sales in China are not high, but there are some smart Chinese people working at Microsoft, so letting these Chinese people contribute in these fields, whether they finally leave China or stay in China, will bring huge labor benefits to the world in health and software. So anything that gets in the way of that will slow things down.</p><p></body></html></p>","source":"wallstreetcn_api","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>Gates: I don't think the U.S. will ever succeed in preventing China from having powerful chips</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\">\nGates: I don't think the U.S. will ever succeed in preventing China from having powerful chips\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-03 08:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Gates believes that the U.S. efforts to limit China's technological development are doomed to failure. The U.S. approach will only \"force\" China to spend time and money to manufacture its own chips. \"The United States will never succeed in preventing China from having powerful chips.\" On March 2nd, the British \"Financial Times\" published the media podcast program \"Rahman Says Things\" to the United States<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>An interview with the company's founder Bill Gates talked about many topics such as the Russia-Ukraine conflict, climate issues, technology, and tensions between China and the United States.</p><p>Program host Rahman said in an interview that when talking about U.S.-China relations, Bill Gates mentioned why he believed that U.S. efforts to restrict China's technological development were doomed to failure.<b>Gates believes that the U.S. approach will only \"force\" China to spend time and money manufacturing its own chips. \"The United States will never succeed in preventing China from having powerful chips.\"</b></p><p>Gideon Rahman, the host of the show, said in the opening section, \"A few weeks ago, I met Gates at the Munich Security Conference, and our topics were very wide, ranging from climate issues to the United Nations Sustainable Development Goals... Gates also explained why he believes that the ambition of keeping global warming within 1.5 degrees Celsius is impossible now, but why we should not lose hope about it either, and why he believes that U.S. efforts to limit China's technological development are doomed to failure.\"</p><p>According to this interview article, the topic begins with the Ukraine crisis and ends with the topic of China.</p><p>In the last part of the interview, Rahman mentioned: \"Last question, I really want to know your point of view, because I know you are an internationalist and you believe that technology can change the world. So I remember ten years ago, when I had lunch with you and the Financial Times (staff), you told me, you know, to have a positive attitude towards the rise of China and the technology that China can create. Now you look at the world, let's look at the sentiment in the United States, they are trying to stop China's technological progress. What do you think of all this? The world isn't going the way you want it to. \"</p><p><b>\"Well, I don't think the U.S. will ever succeed in preventing China from having powerful chips.\" Gates replied, \"You know, we're going to force them to spend time and a lot of money making their own chips.\" \"You know, I hope the U.S. and China get along better. When we have things that can be win-win between all countries in health, innovation, climate innovation, we seem to be on a deteriorating trend, but the most important relationship in the world is the U.S.-China relationship. I'm disappointed and worried about how the relationship has evolved over the past few years.\"</b></p><p>Rahman then asked him whether he thought the efforts of the United States (in hindering China's technological progress) were unlikely to succeed. Gates replied, \"I don't even understand what this success defines for us-whether it's ensuring fewer jobs in our chip industry, oversupply in the chip industry, or making Taiwan more attractive. It's complicated.\"</p><p>Rahman went on to say, \"Yes, I think they will say that we are trying to stay ahead of China. They say that China poses a military threat, these things have military uses, and we must suppress them.\"</p><p>Gates then said, \"So if you really think there's going to be a war in the next decade, then you shouldn't warn them in advance that you're going to cut off their chips (supply).\"</p><p>Rahman continued to ask, for the U.S. technology industry,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, for Google, for whoever, will it make their survival more difficult?</p><p>Gates said,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Sales in China are not high, but there are some smart Chinese people working at Microsoft, so letting these Chinese people contribute in these fields, whether they finally leave China or stay in China, will bring huge labor benefits to the world in health and software. So anything that gets in the way of that will slow things down.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683211\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3","relate_stocks":{"159813":"芯片","MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3683211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164319050","content_text":"盖茨认为，美国限制中国技术发展的努力注定要失败，美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片，“美国永远无法成功阻止中国拥有强大的芯片”。英国《金融时报》3月2日刊出该媒体播客节目《拉赫曼说事》对美国微软公司创始人比尔·盖茨的采访，内容谈及俄乌冲突、气候问题、技术和中美紧张局势等多个话题。节目主持人拉赫曼在采访文章中称，比尔·盖茨在谈及美中关系时提到了为什么他认为美国限制中国技术发展的努力注定要失败，盖茨认为，美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片，“美国永远无法成功阻止中国拥有强大的芯片”。该节目主持人吉迪恩·拉赫曼在开篇部分说道，“几周前，我在慕尼黑安全会议上见到了盖茨，我们的话题非常广泛，从气候问题到联合国可持续发展目标……盖茨还解释了为什么他认为将全球升温幅度控制在1.5摄氏度以内的雄心现在是不可能实现的，但为什么我们也不应该对此失去希望，以及为什么他认为美国限制中国技术发展的努力注定要失败。”根据这篇采访文章，话题内容以乌克兰危机开始，以中国话题结束。在采访最后部分，拉赫曼提到：“最后一个问题，我真的很想了解一下你的观点，因为我知道你是一位国际主义者，你相信技术能够改变世界。所以我记得十年前，我和你和《金融时报》（工作人员）一起共进午餐时你告诉我，你知道，要对中国的崛起、中国能创造的技术等持积极态度。现在你看看这个世界，让我们看看美国的情绪，他们正在努力阻止中国的技术进步。你对这一切有什么看法？这世界没有按照你想要的方式发展。”“好吧，我认为美国永远无法成功阻止中国拥有强大的芯片。”盖茨回答说，“你知道，我们会迫使他们花时间和大量金钱来制造他们自己的芯片”，“你知道，我希望美国和中国能更好地相处。当我们拥有在健康、创新、气候创新等所有国家之间都可以实现双赢的事物时，我们（之间的关系）似乎处于一种恶化的趋势，但世界上最重要的关系是美中关系。我对两国关系在过去几年里的关系演变感到失望和担忧。”拉赫曼接着提问他，是否认为美国（在阻碍中国技术进步上）的努力不太可能成功？盖茨回答称，“我甚至不明白这种成功对我们而言的定义是什么——是确保我们芯片行业的就业机会减少，芯片行业的供应过剩，还是让台湾更具吸引力。这很复杂。”拉赫曼接着表示，“是的，我想他们会说，我们正努力保持领先于中国。他们说中国在军事上构成威胁，这些东西有军事用途，我们必须压制住他们。”盖茨随后表示，“所以如果你真的认为未来十年会有一场战争，那么你就不应该提前警告他们说，你会切断他们的芯片（供应）。”拉赫曼继续提问道，对美国的科技行业，对微软，对谷歌，不管对谁而言，这会让他们的生存更困难吗？盖茨表示，微软在中国的销售额并不高，但有一些聪慧的中国人在微软工作，因此让这些中国人在这些领域做出贡献，无论他们最后离开中国还是留在中国，都将给世界在健康和软件领域带来巨大的劳动力效益。所以任何阻碍这方面的东西都会减慢速度。","news_type":1,"symbols_score_info":{"159813":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940815180,"gmtCreate":1677808322340,"gmtModify":1677808326294,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940815180","repostId":"1172424644","repostType":4,"repost":{"id":"1172424644","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":1677806430,"share":"https://ttm.financial/m/news/1172424644?lang=en_US&edition=fundamental","pubTime":"2023-03-03 09:20","market":"hk","language":"zh","title":"Hong Kong stocks open | The Hang Seng Index opened 1.34% higher, and Bilibili rose more than 10% after the results","url":"https://stock-news.laohu8.com/highlight/detail?id=1172424644","media":"老虎资讯综合","summary":"3月3日讯，隔夜美股集体收涨，中概指数强势。港股高开明显，恒指涨1.34%，国指涨1.61%，恒生科技指数涨2.58%。盘面上，回港中概股大涨，哔哩哔哩绩后涨10%，百度涨4.5%，小鹏汽车、京东、万","content":"<p><html><head></head><body>On March 3, U.S. stocks collectively closed higher overnight, and the China Concept Index was strong. Hong Kong stocks opened significantly higher, with the Hang Seng Index up 1.34%, the State Index up 1.61%, and the Hang Seng Technology Index up 2.58%.</p><p>On the disk, Chinese concept stocks returning to Hong Kong rose sharply,<a href=\"https://laohu8.com/S/09626\">Bilibili</a>After the results, it rose 10%,<a href=\"https://laohu8.com/S/09888\">Baidu</a>Up 4.5%,<a href=\"https://laohu8.com/S/09868\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/09618\">JD.com</a>、<a href=\"https://laohu8.com/S/GDS\">GDS</a>Rose more than 3%,<a href=\"https://laohu8.com/S/09988\">Alibaba</a>、<a href=\"https://laohu8.com/S/09999\">NetEase</a>Etc. all rise; The first photovoltaic project REITs was approved, and photovoltaic stocks strengthened; Auto stocks that led the decline yesterday rebounded collectively, with biotechnology stocks, sporting goods stocks, gambling stocks, gas stocks,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Concept stocks all rose. On the other hand, pharmaceutical stocks, aviation stocks, and three concept stocks partially fell.<a href=\"https://laohu8.com/S/600332\">Baiyun Mountain</a>Down 1.25%.<img src=\"https://static.tigerbbs.com/eb9e5ba404831065697f405c67cefd64\" tg-width=\"840\" tg-height=\"470\" 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>Hong Kong stocks open | The Hang Seng Index opened 1.34% higher, and Bilibili rose more than 10% after the results</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\">\nHong Kong stocks open | The Hang Seng Index opened 1.34% higher, and Bilibili rose more than 10% after the results\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\">2023-03-03 09:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On March 3, U.S. stocks collectively closed higher overnight, and the China Concept Index was strong. Hong Kong stocks opened significantly higher, with the Hang Seng Index up 1.34%, the State Index up 1.61%, and the Hang Seng Technology Index up 2.58%.</p><p>On the disk, Chinese concept stocks returning to Hong Kong rose sharply,<a href=\"https://laohu8.com/S/09626\">Bilibili</a>After the results, it rose 10%,<a href=\"https://laohu8.com/S/09888\">Baidu</a>Up 4.5%,<a href=\"https://laohu8.com/S/09868\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/09618\">JD.com</a>、<a href=\"https://laohu8.com/S/GDS\">GDS</a>Rose more than 3%,<a href=\"https://laohu8.com/S/09988\">Alibaba</a>、<a href=\"https://laohu8.com/S/09999\">NetEase</a>Etc. all rise; The first photovoltaic project REITs was approved, and photovoltaic stocks strengthened; Auto stocks that led the decline yesterday rebounded collectively, with biotechnology stocks, sporting goods stocks, gambling stocks, gas stocks,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Concept stocks all rose. On the other hand, pharmaceutical stocks, aviation stocks, and three concept stocks partially fell.<a href=\"https://laohu8.com/S/600332\">Baiyun Mountain</a>Down 1.25%.<img src=\"https://static.tigerbbs.com/eb9e5ba404831065697f405c67cefd64\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"513600":"恒生指数ETF南方","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK4085":"互动家庭娱乐","BK4531":"中概回港概念","02833":"恒指ETF","HSI":"恒生指数","BK1608":"元宇宙概念","BK4566":"资本集团","BK4588":"碎股","BK4577":"网络游戏","BK1104":"互动家庭娱乐","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4510":"在线教育","BK4504":"桥水持仓","BK4505":"高瓴资本持仓","BK4503":"景林资产持仓","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1588":"回港中概股","09626":"哔哩哔哩-W","BK4513":"直播概念","BILI":"哔哩哔哩","SG9999006597.SGD":"United China-India Dynamic Growth SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172424644","content_text":"3月3日讯，隔夜美股集体收涨，中概指数强势。港股高开明显，恒指涨1.34%，国指涨1.61%，恒生科技指数涨2.58%。盘面上，回港中概股大涨，哔哩哔哩绩后涨10%，百度涨4.5%，小鹏汽车、京东、万国数据涨超3%，阿里巴巴、网易等皆上涨；首单光伏项目REITs获批，光伏股走强；昨日领衔下跌的汽车股集体反弹，生物科技股、体育用品股、濠赌股、燃气股、苹果概念股齐涨。另一方面，药品股、航空股、三台概念股部分下跌，白云山跌1.25%。","news_type":1,"symbols_score_info":{"513600":0.9,"MCHmain":0.9,"09626":0.9,"HHImain":0.9,"HSI":0.9,"HSImain":0.9,"MHImain":0.9,"02833":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":2735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940815909,"gmtCreate":1677808283502,"gmtModify":1677808288191,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940815909","repostId":"2316997759","repostType":4,"isVote":1,"tweetType":1,"viewCount":3068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940812778,"gmtCreate":1677808244395,"gmtModify":1677808248626,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940812778","repostId":"2316419995","repostType":4,"repost":{"id":"2316419995","kind":"news","pubTimestamp":1677806968,"share":"https://ttm.financial/m/news/2316419995?lang=en_US&edition=fundamental","pubTime":"2023-03-03 09:29","market":"sh","language":"zh","title":"Zhongtong thunder explosion? Short-selling institutions accused of false financial reports in the United States, and the stock price has at least 50% downside potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2316419995","media":"华尔街见闻","summary":"做空机构Grizzly Research称，中通快递的利润率一度堪比苹果，在国家工商总局报告的利润率远低于在美报告水平，在美报低员工人数，压低人力成本，虚报资本支出，造成利润率超高假象，帮助其上市以来","content":"<p><html><head></head><body><b>According to Grizzly Research, a short-selling agency, ZTO Express's profit margin was once comparable to Apple's. The profit margin reported by the State Administration for Industry and Commerce was far lower than the level reported in the United States. It reported a low number of employees in the United States, lowered labor costs, and falsely reported capital expenditures. The illusion of high profit margins has helped it raise more than US $3 billion since its listing; ZTO also used undisclosed related parties to transfer operating expenses and used large loans to support insiders' real estate investment.</b>As popular Chinese concept stocks continue to rebound, Chinese concept logistics leader<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Exposed to financial fraud.</p><p>On Thursday, March 2nd, Eastern Time, Grizzly Research, an American short-selling agency, released a report, arguing that ZTO Express may have profits that appear to be much higher than those of its peers only because it falsified financial statement data. Considering ZTO's artificially exaggerated profit margin and using multiple valuation adjustment estimates, the report believes that ZTO's current U.S. stock trading price is much higher than its fair value, with at least 50% downside.</p><p><b>The profit margin is more than twice that of domestic peers, and one degree comparable<a href=\"https://laohu8.com/S/AAPL\">Apple</a></b></p><p>At the beginning of the above-mentioned Grizzly Research report, ZTO Express is the leader in the highly competitive Chinese logistics market. Although the whole industry has been standardized, ZTO's profit margin is more than twice the average level of its domestic peers-SF Express, Yuantong, Yunda and Shentong.<img src=\"https://static.tigerbbs.com/c5011a6a75b71073f0bce12769cd4f12\" tg-width=\"571\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>According to the report, the data shows that ZTO's profitability was once equivalent to that of a blue-chip company with higher profit margins like Apple. For a company to have such outstanding results, it either has a great management team or is financially too good to be true. Grizzly Research found through due diligence that ZTO deceived investors. The report reads:</p><p>We believe that ZTO's apparently higher profit margins are actually just the result of possible falsification of financial statements. We believe that in order to fabricate these outstanding results, ZTO Communications underreported operating income and costs.</p><p><b>Reporting low number of employees lowers labor costs and creates the illusion of super high profit margins</b></p><p>Grizzly said that its report highlighted conclusive evidence that was inconsistent with ultra-high profit margins, including continuous financing, inconsistent accounting data and numerous conflicts of interest. In particular, it is mentioned that the data reported by ZTO in the State Administration for Industry and Commerce of China is completely different from the data submitted by the department to the US Securities and Exchange Commission (SEC).</p><p>According to the filing documents of the State Administration for Industry and Commerce, ZTO's profit margin is actually equivalent to that of its peers in the express delivery industry. From 2019 to 2021, ZTO's net profit margin is 6.3% to 10.6%, but the company is submitting its financial statements to the SEC. According to the report, the net profit margin is 15.5% to 25.7%.</p><p><img src=\"https://static.tigerbbs.com/43965d7078947f4b474d7a72f0928a29\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/></p><p>The report pointed out that ZTO reported a huge number of employees in China, but it was lower than this level in the United States. Because ZTO deliberately reports a low number of employees, it can support its reported labor cost data and prove that the ultra-high profit margin is reasonable. Based on conservative salary estimates, ZTO's true number of employees and related labor expenses may be more than double the figures reported by the division to the SEC.</p><p><b>Misreporting capital expenditures helped raise more than US $3 billion since listing</b></p><p>According to the report, in order to make the financial fraud seem reasonable, ZTO also falsely reported the capital expenditure in the financial report submitted to the SEC. The company tried to prove that it was reasonable that the growth rate of its property, plant and equipment (PP&E) and land use rights exceeded its income. But strategically, ZTO has no reason to hoard land.</p><p>Grizzly Research suspects that ZTO used its super-high profit margins to raise funds, because false capital expenditure data can explain why the profits are high. So far, ZTO's approach seems to have worked very well. In 2016 in<a href=\"https://laohu8.com/S/NYSE\">NYSE</a>Since its listing, ZTO has raised more than $3 billion, although the company's expenditure has not shown tangible shareholder value.</p><p>False acquisition expansion insider uses undisclosed related parties to transfer operating expenses large loans for insider real estate investment</p><p>According to the report, ZTO used some acquisitions in 2014 and 2015 to expand the number of insiders and, or keep the company's accounts balanced. According to company documents, ZTO acquired franchisees it called network partners from related parties, and the purchase price was much higher than the start-up costs of these partners. Worryingly, records in China show no change in ownership after the deal. This may be because these entities are already operating as ZTO subsidiaries. Grizzly Research doubts whether ZTO has spent shareholders' money in vain and made no return.</p><p>According to the report, ZTO has used an undisclosed network of related parties to transfer operating expenses out of the balance sheet. Several of ZTO's counterparties are individually owned and controlled by relatives and friends employed by ZTO or its management team.</p><p>According to the report, Grizzly Research's field visit found more potential undisclosed related parties. Those allegedly independent entities operate in close proximity to each other and share logos.</p><p>Even ZTO's disclosed related party transactions are worrying. According to the report, because ZTO's large loan stems from the company providing funds for insiders' real estate investment, public shareholders unnecessarily bear the risks of China's real estate industry. The risk of defaulting on these individual projects falls on the investors, not the related parties benefiting from the loans.</p><p></body></html></p>","source":"wallstreetcn_api","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>Zhongtong thunder explosion? Short-selling institutions accused of false financial reports in the United States, and the stock price has at least 50% downside potential</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\">\nZhongtong thunder explosion? Short-selling institutions accused of false financial reports in the United States, and the stock price has at least 50% downside potential\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-03 09:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>According to Grizzly Research, a short-selling agency, ZTO Express's profit margin was once comparable to Apple's. The profit margin reported by the State Administration for Industry and Commerce was far lower than the level reported in the United States. It reported a low number of employees in the United States, lowered labor costs, and falsely reported capital expenditures. The illusion of high profit margins has helped it raise more than US $3 billion since its listing; ZTO also used undisclosed related parties to transfer operating expenses and used large loans to support insiders' real estate investment.</b>As popular Chinese concept stocks continue to rebound, Chinese concept logistics leader<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Exposed to financial fraud.</p><p>On Thursday, March 2nd, Eastern Time, Grizzly Research, an American short-selling agency, released a report, arguing that ZTO Express may have profits that appear to be much higher than those of its peers only because it falsified financial statement data. Considering ZTO's artificially exaggerated profit margin and using multiple valuation adjustment estimates, the report believes that ZTO's current U.S. stock trading price is much higher than its fair value, with at least 50% downside.</p><p><b>The profit margin is more than twice that of domestic peers, and one degree comparable<a href=\"https://laohu8.com/S/AAPL\">Apple</a></b></p><p>At the beginning of the above-mentioned Grizzly Research report, ZTO Express is the leader in the highly competitive Chinese logistics market. Although the whole industry has been standardized, ZTO's profit margin is more than twice the average level of its domestic peers-SF Express, Yuantong, Yunda and Shentong.<img src=\"https://static.tigerbbs.com/c5011a6a75b71073f0bce12769cd4f12\" tg-width=\"571\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>According to the report, the data shows that ZTO's profitability was once equivalent to that of a blue-chip company with higher profit margins like Apple. For a company to have such outstanding results, it either has a great management team or is financially too good to be true. Grizzly Research found through due diligence that ZTO deceived investors. The report reads:</p><p>We believe that ZTO's apparently higher profit margins are actually just the result of possible falsification of financial statements. We believe that in order to fabricate these outstanding results, ZTO Communications underreported operating income and costs.</p><p><b>Reporting low number of employees lowers labor costs and creates the illusion of super high profit margins</b></p><p>Grizzly said that its report highlighted conclusive evidence that was inconsistent with ultra-high profit margins, including continuous financing, inconsistent accounting data and numerous conflicts of interest. In particular, it is mentioned that the data reported by ZTO in the State Administration for Industry and Commerce of China is completely different from the data submitted by the department to the US Securities and Exchange Commission (SEC).</p><p>According to the filing documents of the State Administration for Industry and Commerce, ZTO's profit margin is actually equivalent to that of its peers in the express delivery industry. From 2019 to 2021, ZTO's net profit margin is 6.3% to 10.6%, but the company is submitting its financial statements to the SEC. According to the report, the net profit margin is 15.5% to 25.7%.</p><p><img src=\"https://static.tigerbbs.com/43965d7078947f4b474d7a72f0928a29\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/></p><p>The report pointed out that ZTO reported a huge number of employees in China, but it was lower than this level in the United States. Because ZTO deliberately reports a low number of employees, it can support its reported labor cost data and prove that the ultra-high profit margin is reasonable. Based on conservative salary estimates, ZTO's true number of employees and related labor expenses may be more than double the figures reported by the division to the SEC.</p><p><b>Misreporting capital expenditures helped raise more than US $3 billion since listing</b></p><p>According to the report, in order to make the financial fraud seem reasonable, ZTO also falsely reported the capital expenditure in the financial report submitted to the SEC. The company tried to prove that it was reasonable that the growth rate of its property, plant and equipment (PP&E) and land use rights exceeded its income. But strategically, ZTO has no reason to hoard land.</p><p>Grizzly Research suspects that ZTO used its super-high profit margins to raise funds, because false capital expenditure data can explain why the profits are high. So far, ZTO's approach seems to have worked very well. In 2016 in<a href=\"https://laohu8.com/S/NYSE\">NYSE</a>Since its listing, ZTO has raised more than $3 billion, although the company's expenditure has not shown tangible shareholder value.</p><p>False acquisition expansion insider uses undisclosed related parties to transfer operating expenses large loans for insider real estate investment</p><p>According to the report, ZTO used some acquisitions in 2014 and 2015 to expand the number of insiders and, or keep the company's accounts balanced. According to company documents, ZTO acquired franchisees it called network partners from related parties, and the purchase price was much higher than the start-up costs of these partners. Worryingly, records in China show no change in ownership after the deal. This may be because these entities are already operating as ZTO subsidiaries. Grizzly Research doubts whether ZTO has spent shareholders' money in vain and made no return.</p><p>According to the report, ZTO has used an undisclosed network of related parties to transfer operating expenses out of the balance sheet. Several of ZTO's counterparties are individually owned and controlled by relatives and friends employed by ZTO or its management team.</p><p>According to the report, Grizzly Research's field visit found more potential undisclosed related parties. Those allegedly independent entities operate in close proximity to each other and share logos.</p><p>Even ZTO's disclosed related party transactions are worrying. According to the report, because ZTO's large loan stems from the company providing funds for insiders' real estate investment, public shareholders unnecessarily bear the risks of China's real estate industry. The risk of defaulting on these individual projects falls on the investors, not the related parties benefiting from the loans.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683191\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/659e9f729bba48dc59353a363b665949","relate_stocks":{"ZTO":"中通快递"},"source_url":"https://wallstreetcn.com/articles/3683191","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316419995","content_text":"做空机构Grizzly Research称，中通快递的利润率一度堪比苹果，在国家工商总局报告的利润率远低于在美报告水平，在美报低员工人数，压低人力成本，虚报资本支出，造成利润率超高假象，帮助其上市以来募资超30亿美元；中通还利用未披露关联方转移运营费用，将大笔贷款用于支持内部人房产投资。热门中概股持续反弹之际，中概物流龙头中通快递被曝财务造假。美东时间3月2日周四，美国卖空机构Grizzly Research发布报告，认为中通快递可能只是因为伪造财务报表数据，才有表面看来远高于同行的利润。考虑到中通人为夸大的利润率，并采用倍数估值调整估算，报告认为，中通目前的美股交易价远高于公允价值，至少有50%的下行空间。利润率是国内同行两倍多 一度堪比苹果上述Grizzly Research报告开篇称，在竞争激烈的中国物流市场中，中通快递是领头羊，虽然整个行业都已标准化，但中通的利润率却是国内同行――顺丰、圆通、韵达和申通平均水平的两倍多。报告称，数据显示，中通的盈利能力一度和苹果这种利润率较高的蓝筹公司相当。一家公司能有如此出色的成绩，要么拥有出色的管理团队，要么财务状况好得令人难以置信。而Grizzly Research通过尽职调查发现，中通欺骗了投资者。报告写道：我们认为，中通明显较高的利润率实际上只是可能伪造财务报表的结果。我们相信，为了编造这些出色的成绩，中通通讯低报了营业收入和成本。报低员工人数 压低人力成本 造成利润率超高假象Grizzly称，其报告突出了和超高利润率不符的确凿证据，包括持续的融资、财会数据不一致以及众多利益冲突。其中特别提到，中通在中国国家工商总局的报告数据和该司递交美国证监会（SEC）的数据截然不同。工商总局的备案文件显示，中通的利润率实际上与快递业的同行相当，2019年至2021年间，中通的净利润率在6.3%到10.6%，但该公司在递交SEC的财务报表中报告，净利润率为15.5%到25.7%。报告指出，中通在中国报告的员工人数庞大，在美国却低于这一水平。因为中通故意报低员工人数，就可以支持其报告的劳动力成本数据，证明超高的利润率合理。以保守的薪资估计，中通的真实员工人数和相关人工费用可能比该司向SEC报告的数字高出一倍以上。虚报资本支出 帮助上市以来募资超30亿美元报告认为，为了让财务欺诈看似合理，中通还在递交SEC的财报中虚报了资本支出，该司企图证明，其物业、厂房和设备（PP&E）以及土地使用权的增长速度超过收入是合理的。但从战略上看，中通没有理由囤积土地。Grizzly Research怀疑，中通利用其超高的利润率募集资金，因为虚假的资本支出数据可以解释为何利润高。迄今为止，中通的这种做法似乎很有效。2016年在纽交所上市以来，中通已经募资超过30亿美元，尽管公司支出没有显示有形的股东价值。虚假收购扩充内部人 利用未披露关联方转移运营费用 大笔贷款用于内部人房产投资报告称，中通利用2014年和2015年的一些收购扩大了内部人的数量，并且、或者让公司的账目平衡。公司文件显示，中通从关联方收购了被其称为网络合作伙伴的特许经营商，收购价远高于这些合作伙伴的启动成本。令人担忧的是，在中国的记录显示，交易后，所有权没有发生变化。这可能是因为这些实体已经作为中通子公司运营。Grizzly Research怀疑，中通是否白白花了股东的钱，没有取得任何回报。报告认为，中通已利用未披露的关联方网络将运营费用转出资产负债表。中通的几个交易对手由受雇于中通、或其管理团队的亲友个人所有和控制。报告称，Grizzly Research实地考察发现了更多潜在的未披露关联方，那些据称独立的实体彼此运营距离很近，还共享logo。就连中通已披露的关联交易也令人担忧。报告认为，因为中通的大笔贷款源于公司为内部人士的房产投资提供资金，公众股东不必要地承担了中国房地产行业风险。这些个人项目违约的风险落在了投资者身上，而不是贷款受益的关联方。","news_type":1,"symbols_score_info":{"ZTO":0.9}},"isVote":1,"tweetType":1,"viewCount":2891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957795405,"gmtCreate":1677543301707,"gmtModify":1677543305584,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻👌🏻","listText":"👌🏻👌🏻","text":"👌🏻👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957795405","repostId":"1139109642","repostType":4,"repost":{"id":"1139109642","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":1677542520,"share":"https://ttm.financial/m/news/1139109642?lang=en_US&edition=fundamental","pubTime":"2023-02-28 08:02","market":"us","language":"zh","title":"Last night and this morning | U.S. bond yields fell back, and U.S. stocks rose sharply! Musk returns to world's richest man","url":"https://stock-news.laohu8.com/highlight/detail?id=1139109642","media":"老虎资讯综合","summary":"摘要：①美债收益率回落提振美股，纳指收涨0.63%，特斯拉涨超5%马斯克重夺世界首富头衔；②英欧就北爱贸易争端达成关键协议；③美国财长耶伦访问乌克兰。海外行情1、美股收涨纳指涨0.63%特斯拉涨超5%","content":"<p><html><head></head><body>Summary: ① The fall in U.S. bond yields boosted U.S. stocks, and the Nasdaq closed up 0.63%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Musk rose more than 5% to regain the title of the world's richest man; ② Britain and Europe reached a key agreement on the trade dispute between Northern Ireland; ③ US Treasury Secretary Yellen visits Ukraine.<img src=\"https://static.tigerbbs.com/7ce49cfea03c1e22a55af842c19c9f5a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. stocks closed higher, Nasdaq rose 0.63%, Tesla rose more than 5%, Musk regained the title of the world's richest man</p><p>U.S. stocks closed higher on Monday. A fall in U.S. bond yields boosted stock indexes. Consumer durable goods orders and manufacturing data released on Monday continued the state that U.S. economic data continued to exceed expectations. Investors continue to focus on the state of U.S. inflation and its impact on the Fed's policy outlook. As of the close, the Nasdaq rose 0.63%, the S&P 500 rose 0.31%, and the Dow Jones rose 0.22%.</p><p>Tesla rose more than 5%, and its stock price rose more than 100% from the low point on January 6. According to the Bloomberg Billionaires Index, Musk's net worth once again reached US $187.1 billion, regaining the title of the world's richest man. Most large technology stocks rose, Netflix rose more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Small rise; Facebook fell slightly. Fisker closed up 30%, its biggest one-day gain in the past two years.</p><p>2. Popular Chinese concept stocks generally rose<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%</p><p>Popular Chinese concept stocks generally rose, and the Nasdaq China Golden Dragon Index rose 1.33%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Rose more than 7%, Baidu rose more than 5%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 4%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 2%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slight decline.</p><p>3. Major European stock indexes closed higher across the board, and the German DAX30 index rose 1.13%</p><p>Major European stock indexes closed higher across the board on Monday, with Germany's DAX30 index rising 1.13% and France's CAC40 index rising 1.51%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.72%, and the Euro Stoxx 50 index rose 1.66%.</p><p>4. Oil prices fell nearly 2% during the session, giving up last Friday's gains, American Gas rose more than 7% to a new high in the month</p><p>Concerns about economic recession and oil demand prevailed, and oil prices stopped rising for two consecutive days. WTI crude oil futures for April closed down $0.64, or 0.84%, at $75.68 per barrel. Brent crude oil futures for April closed down $0.71, or 0.85%, at $82.45 a barrel.</p><p>The European benchmark Dutch TTF natural gas futures fell more than 7% in late trading, fell more than 8% intraday and fell below the integer of 50 euros/MWh, setting a new low in one and a half years since August 2021. ICE British Gas also fell more than 7%, falling below 120p/kcal. U.S. NYMEX April natural gas futures rose more than 7% to $2.7310 per million British thermal units, the highest in the month since February 1.</p><p>5. New York gold futures prices closed up 0.4% on Monday, ending a five-game losing streak</p><p>The price of gold futures for April delivery on the New York Mercantile Exchange rose $7.80, or 0.4%, to close at $1,824.90 an ounce, after falling for five consecutive trading days.</p><p>Macro News</p><p>1. Unexpected plunge! U.S. durable goods orders record largest month-on-month decline in 32 months</p><p>On Monday (February 27th), before the U.S. stock market opened, the first U.S. economic data this week-durable goods orders announced by the Department of Commerce recorded the biggest drop in more than 30 months.</p><p>Specific data shows that seasonally adjusted durable goods orders in the United States recorded US $272.3 billion in January, a decrease of 4.5% from December 2022, the largest month-on-month decline since April 2020. In December last year, the figure rose 5.1% month-on-month, and the market originally expected a 4% decline.</p><p>2. European Central Bank President Christine Lagarde believes that another 50 basis point rate hike in March is \"well-reasoned\"</p><p>ECB President Christine Lagarde said there is a good chance the ECB will move forward with rate hike's 50 basis point intention at next month's meeting. \"There are good reasons to believe that we will have another 50 basis points of rate hike in March,\" Lagarde said in the interview. \"In the future, we will observe further. We will look at the data situation.\"</p><p>3. Britain and Europe reach a key agreement on the Northern Ireland trade dispute</p><p>On Monday local time, British Prime Minister Sunak announced that the country and the European Union had signed a new \"Windsor Framework\" agreement, which is expected to end years of repeated pulling between the two sides on Northern Ireland trade issues.</p><p>On the most critical customs issue, a \"red\" and \"green\" channel system will be set up between the UK mainland and Northern Ireland: goods from other parts of the UK to Northern Ireland for sale will not be subject to routine inspection through the \"green channel\", while goods exported from the UK to Ireland, an EU member state, via Northern Ireland need to be inspected through the \"red channel\".</p><p>4. U.S. House of Representatives seeks to ban the Federal Reserve from issuing digital currency</p><p>A top Republican member of the U.S. House of Representatives has proposed a legal bill seeking to ban the Federal Reserve from issuing digital dollars, saying there is a risk of \"developing a dangerous surveillance tool\" to monitor Americans' financial transactions. The bill proposed by Majority Whip Tom Emmer also requires the Federal Reserve to submit quarterly reports to Congress on the findings and decisions of research or pilot projects related to central bank digital currencies (CBDCs). The Federal Reserve is evaluating the possibility of issuing a US CBDC, but has yet to decide whether to move forward.</p><p>The situation between Russia and Ukraine</p><p>1. US Treasury Secretary Yellen visits Ukraine</p><p>U.S. Treasury Secretary Yellen arrived in Kiev, the capital of Ukraine, on February 27 local time for a visit. Yellen announced the transfer of the first $1.25 billion in aid to Ukraine from the latest U.S. aid budget of $9.9 billion. It is reported that Yellen held meetings with Ukrainian President Zelensky and other key government officials.</p><p>2. The energy war continues! Russia halts oil deliveries to Poland</p><p>Russian media reported on Monday that adviser to the president and press secretary of the Russian state oil pipeline transportation company (Transneft)<a href=\"https://laohu8.com/S/002922\">Igor</a>· Jemin said that the company was supposed to deliver Russian oil to Polish refineries at the end of February, but the relevant parties did not pay the transit fee, so the oil supply to Poland was excluded from the export plan approved by the Russian Ministry of Energy. Russian pipeline oil Transportation companies currently do not supply oil to the country.</p><p>3. Russia claims to strike Ukrainian targets in multiple directions. Ukraine claims to have shot down Russian fighter planes</p><p>The Russian Ministry of Defense reported on February 27, local time, that the Russian army attacked Ukrainian military personnel, tanks, armored vehicles and military vehicles in multiple directions including Kupyansk, Bonliman, Donetsk, Zaporizhzhia and Kherson. vehicles and other targets. Russian air defense forces shot down 4 US-made \"Haimas\" rockets and 5 Ukrainian drones. The Ukrainian News Agency reported on February 27, local time, that the General Staff of the Ukrainian Armed Forces stated that in the past 24 hours, the Ukrainian army repelled 81 Russian attacks in multiple directions. The Ukrainian Air Force carried out four strikes on areas where Russian military personnel and military equipment were concentrated, shooting down a Russian Su-25 fighter jet. Ukrainian missile forces and artillery forces carried out strikes on targets such as Russian ammunition depots and communication jamming stations.</p><p>Company News</p><p>1. American social platform Snapchat launches ChatGPT-like function</p><p>On Monday local time, Snapchat, an American picture and short video social application, announced that the company will launch a chat based on Open AI's latest GPT technology<a href=\"https://laohu8.com/S/300024\">Robot</a>My AI, will first be available to paid subscribers. In response to the currently known problems of ChatGPT, the company has also adjusted the behavior of the robot to prevent it from making outrageous remarks, and banned functions such as writing academic papers. As of the close, Snapchat rose 0.71%.</p><p>2、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The CEO himself said that Apple's 5G chip is about to come out</p><p>Qualcomm CEO Cristiano Amon revealed in an interview on Monday that Qualcomm expects Apple to use self-developed communication chips in 2024, but they can continue to contact the company if they want to continue to use Qualcomm products. For Qualcomm, Apple's revenue contributed nearly US $10 billion in the last fiscal year, accounting for about 22%.</p><p>Well-known technology industry analyst Ming-Chi Kuo also revealed on Monday that Apple has recently restarted the iPhone SE 4 project and will use self-developed 5G chips. It remains to be seen whether the higher-end iPhone 16 series uses self-developed communication chips. If things go well on the SE 4, Apple will also switch to self-developed communication chips in the iPad and Apple Watch product lines.</p><p>3. Meta announced the creation of a top product team to develop generative AI</p><p>Meta CEO Zuckerberg said on Monday that the company is creating a top product team focused on rapidly advancing the company's attainments in generative AI. Zuckerberg said that the main job of this team in the short term is to create creative and expressive tools. In the long run, the company will focus on developing AI roles that can help people in a variety of ways.</p><p>Last Friday, Meta released LLaMA, a large-scale artificial intelligence language model, on its official website. However, this product is currently only used for research and training, and has not yet been put into products under social media platforms.</p><p>4. \"Buffett loves stocks\"<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Earnings miss expectations</p><p>After the market closed on Monday, Occidental Petroleum Company disclosed fourth-quarter financial data, in which adjusted earnings per share were $1.61, compared with analysts' expectations of $1.79; Adjusted net income in the fourth quarter was US $1.6 billion; Pre-tax chemical profit in the fourth quarter was US $457 million, compared with analysts' expectations of US $454.4 million; Pre-tax oil and gas profit in the fourth quarter was $2.50 billion, compared with analysts' expectations of $2.63 billion.</p><p>5. Ford battery supplier says F-150 Lighting electric pickup truck fire is a rare incident</p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>SK On, the company's battery supplier, said Monday that the flaw that caused the F-150 Lightning electric pickup to catch fire and discontinue production earlier this month was not a fundamental flaw in the power supply design. SK On, an automotive battery subsidiary of South Korea's SK Innovation Co. Ltd, said in a statement: \"We believe this is a rare incident and is not a fundamental issue with battery technology or our overall manufacturing system. SK On worked with Ford to identify the root cause of the problem and implemented improvements in our processes to resolve the problem.\"</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>Last night and this morning | U.S. bond yields fell back, and U.S. stocks rose sharply! Musk returns to world's richest man</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | U.S. bond yields fell back, and U.S. stocks rose sharply! Musk returns to world's richest man\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\">2023-02-28 08:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① The fall in U.S. bond yields boosted U.S. stocks, and the Nasdaq closed up 0.63%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Musk rose more than 5% to regain the title of the world's richest man; ② Britain and Europe reached a key agreement on the trade dispute between Northern Ireland; ③ US Treasury Secretary Yellen visits Ukraine.<img src=\"https://static.tigerbbs.com/7ce49cfea03c1e22a55af842c19c9f5a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. U.S. stocks closed higher, Nasdaq rose 0.63%, Tesla rose more than 5%, Musk regained the title of the world's richest man</p><p>U.S. stocks closed higher on Monday. A fall in U.S. bond yields boosted stock indexes. Consumer durable goods orders and manufacturing data released on Monday continued the state that U.S. economic data continued to exceed expectations. Investors continue to focus on the state of U.S. inflation and its impact on the Fed's policy outlook. As of the close, the Nasdaq rose 0.63%, the S&P 500 rose 0.31%, and the Dow Jones rose 0.22%.</p><p>Tesla rose more than 5%, and its stock price rose more than 100% from the low point on January 6. According to the Bloomberg Billionaires Index, Musk's net worth once again reached US $187.1 billion, regaining the title of the world's richest man. Most large technology stocks rose, Netflix rose more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Small rise; Facebook fell slightly. Fisker closed up 30%, its biggest one-day gain in the past two years.</p><p>2. Popular Chinese concept stocks generally rose<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%</p><p>Popular Chinese concept stocks generally rose, and the Nasdaq China Golden Dragon Index rose 1.33%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Rose more than 7%, Baidu rose more than 5%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 4%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 2%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Slight decline.</p><p>3. Major European stock indexes closed higher across the board, and the German DAX30 index rose 1.13%</p><p>Major European stock indexes closed higher across the board on Monday, with Germany's DAX30 index rising 1.13% and France's CAC40 index rising 1.51%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.72%, and the Euro Stoxx 50 index rose 1.66%.</p><p>4. Oil prices fell nearly 2% during the session, giving up last Friday's gains, American Gas rose more than 7% to a new high in the month</p><p>Concerns about economic recession and oil demand prevailed, and oil prices stopped rising for two consecutive days. WTI crude oil futures for April closed down $0.64, or 0.84%, at $75.68 per barrel. Brent crude oil futures for April closed down $0.71, or 0.85%, at $82.45 a barrel.</p><p>The European benchmark Dutch TTF natural gas futures fell more than 7% in late trading, fell more than 8% intraday and fell below the integer of 50 euros/MWh, setting a new low in one and a half years since August 2021. ICE British Gas also fell more than 7%, falling below 120p/kcal. U.S. NYMEX April natural gas futures rose more than 7% to $2.7310 per million British thermal units, the highest in the month since February 1.</p><p>5. New York gold futures prices closed up 0.4% on Monday, ending a five-game losing streak</p><p>The price of gold futures for April delivery on the New York Mercantile Exchange rose $7.80, or 0.4%, to close at $1,824.90 an ounce, after falling for five consecutive trading days.</p><p>Macro News</p><p>1. Unexpected plunge! U.S. durable goods orders record largest month-on-month decline in 32 months</p><p>On Monday (February 27th), before the U.S. stock market opened, the first U.S. economic data this week-durable goods orders announced by the Department of Commerce recorded the biggest drop in more than 30 months.</p><p>Specific data shows that seasonally adjusted durable goods orders in the United States recorded US $272.3 billion in January, a decrease of 4.5% from December 2022, the largest month-on-month decline since April 2020. In December last year, the figure rose 5.1% month-on-month, and the market originally expected a 4% decline.</p><p>2. European Central Bank President Christine Lagarde believes that another 50 basis point rate hike in March is \"well-reasoned\"</p><p>ECB President Christine Lagarde said there is a good chance the ECB will move forward with rate hike's 50 basis point intention at next month's meeting. \"There are good reasons to believe that we will have another 50 basis points of rate hike in March,\" Lagarde said in the interview. \"In the future, we will observe further. We will look at the data situation.\"</p><p>3. Britain and Europe reach a key agreement on the Northern Ireland trade dispute</p><p>On Monday local time, British Prime Minister Sunak announced that the country and the European Union had signed a new \"Windsor Framework\" agreement, which is expected to end years of repeated pulling between the two sides on Northern Ireland trade issues.</p><p>On the most critical customs issue, a \"red\" and \"green\" channel system will be set up between the UK mainland and Northern Ireland: goods from other parts of the UK to Northern Ireland for sale will not be subject to routine inspection through the \"green channel\", while goods exported from the UK to Ireland, an EU member state, via Northern Ireland need to be inspected through the \"red channel\".</p><p>4. U.S. House of Representatives seeks to ban the Federal Reserve from issuing digital currency</p><p>A top Republican member of the U.S. House of Representatives has proposed a legal bill seeking to ban the Federal Reserve from issuing digital dollars, saying there is a risk of \"developing a dangerous surveillance tool\" to monitor Americans' financial transactions. The bill proposed by Majority Whip Tom Emmer also requires the Federal Reserve to submit quarterly reports to Congress on the findings and decisions of research or pilot projects related to central bank digital currencies (CBDCs). The Federal Reserve is evaluating the possibility of issuing a US CBDC, but has yet to decide whether to move forward.</p><p>The situation between Russia and Ukraine</p><p>1. US Treasury Secretary Yellen visits Ukraine</p><p>U.S. Treasury Secretary Yellen arrived in Kiev, the capital of Ukraine, on February 27 local time for a visit. Yellen announced the transfer of the first $1.25 billion in aid to Ukraine from the latest U.S. aid budget of $9.9 billion. It is reported that Yellen held meetings with Ukrainian President Zelensky and other key government officials.</p><p>2. The energy war continues! Russia halts oil deliveries to Poland</p><p>Russian media reported on Monday that adviser to the president and press secretary of the Russian state oil pipeline transportation company (Transneft)<a href=\"https://laohu8.com/S/002922\">Igor</a>· Jemin said that the company was supposed to deliver Russian oil to Polish refineries at the end of February, but the relevant parties did not pay the transit fee, so the oil supply to Poland was excluded from the export plan approved by the Russian Ministry of Energy. Russian pipeline oil Transportation companies currently do not supply oil to the country.</p><p>3. Russia claims to strike Ukrainian targets in multiple directions. Ukraine claims to have shot down Russian fighter planes</p><p>The Russian Ministry of Defense reported on February 27, local time, that the Russian army attacked Ukrainian military personnel, tanks, armored vehicles and military vehicles in multiple directions including Kupyansk, Bonliman, Donetsk, Zaporizhzhia and Kherson. vehicles and other targets. Russian air defense forces shot down 4 US-made \"Haimas\" rockets and 5 Ukrainian drones. The Ukrainian News Agency reported on February 27, local time, that the General Staff of the Ukrainian Armed Forces stated that in the past 24 hours, the Ukrainian army repelled 81 Russian attacks in multiple directions. The Ukrainian Air Force carried out four strikes on areas where Russian military personnel and military equipment were concentrated, shooting down a Russian Su-25 fighter jet. Ukrainian missile forces and artillery forces carried out strikes on targets such as Russian ammunition depots and communication jamming stations.</p><p>Company News</p><p>1. American social platform Snapchat launches ChatGPT-like function</p><p>On Monday local time, Snapchat, an American picture and short video social application, announced that the company will launch a chat based on Open AI's latest GPT technology<a href=\"https://laohu8.com/S/300024\">Robot</a>My AI, will first be available to paid subscribers. In response to the currently known problems of ChatGPT, the company has also adjusted the behavior of the robot to prevent it from making outrageous remarks, and banned functions such as writing academic papers. As of the close, Snapchat rose 0.71%.</p><p>2、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The CEO himself said that Apple's 5G chip is about to come out</p><p>Qualcomm CEO Cristiano Amon revealed in an interview on Monday that Qualcomm expects Apple to use self-developed communication chips in 2024, but they can continue to contact the company if they want to continue to use Qualcomm products. For Qualcomm, Apple's revenue contributed nearly US $10 billion in the last fiscal year, accounting for about 22%.</p><p>Well-known technology industry analyst Ming-Chi Kuo also revealed on Monday that Apple has recently restarted the iPhone SE 4 project and will use self-developed 5G chips. It remains to be seen whether the higher-end iPhone 16 series uses self-developed communication chips. If things go well on the SE 4, Apple will also switch to self-developed communication chips in the iPad and Apple Watch product lines.</p><p>3. Meta announced the creation of a top product team to develop generative AI</p><p>Meta CEO Zuckerberg said on Monday that the company is creating a top product team focused on rapidly advancing the company's attainments in generative AI. Zuckerberg said that the main job of this team in the short term is to create creative and expressive tools. In the long run, the company will focus on developing AI roles that can help people in a variety of ways.</p><p>Last Friday, Meta released LLaMA, a large-scale artificial intelligence language model, on its official website. However, this product is currently only used for research and training, and has not yet been put into products under social media platforms.</p><p>4. \"Buffett loves stocks\"<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Earnings miss expectations</p><p>After the market closed on Monday, Occidental Petroleum Company disclosed fourth-quarter financial data, in which adjusted earnings per share were $1.61, compared with analysts' expectations of $1.79; Adjusted net income in the fourth quarter was US $1.6 billion; Pre-tax chemical profit in the fourth quarter was US $457 million, compared with analysts' expectations of US $454.4 million; Pre-tax oil and gas profit in the fourth quarter was $2.50 billion, compared with analysts' expectations of $2.63 billion.</p><p>5. Ford battery supplier says F-150 Lighting electric pickup truck fire is a rare incident</p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>SK On, the company's battery supplier, said Monday that the flaw that caused the F-150 Lightning electric pickup to catch fire and discontinue production earlier this month was not a fundamental flaw in the power supply design. SK On, an automotive battery subsidiary of South Korea's SK Innovation Co. Ltd, said in a statement: \"We believe this is a rare incident and is not a fundamental issue with battery technology or our overall manufacturing system. SK On worked with Ford to identify the root cause of the problem and implemented improvements in our processes to resolve the problem.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC",".DJI":"道琼斯","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TVIX":"二倍做多VIX波动率指数短期期权ETN","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","VIX":"标普500波动率指数","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4574":"无人驾驶"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139109642","content_text":"摘要：①美债收益率回落提振美股，纳指收涨0.63%，特斯拉涨超5%马斯克重夺世界首富头衔；②英欧就北爱贸易争端达成关键协议；③美国财长耶伦访问乌克兰。海外行情1、美股收涨纳指涨0.63%特斯拉涨超5%马斯克重夺世界首富头衔美股周一收高。美债收益率回落令股指得到提振。周一出炉的耐用消费品订单和制造业数据，延续了美国经济数据持续超预期的状态。投资者继续关注美国通胀状况及其对美联储政策前景的影响。截止收盘，纳斯达克指数涨0.63%，标普500指数涨0.31%，道琼斯指数涨0.22%。特斯拉涨超5%，股价较1月6日低点涨超100%。据彭博亿万富翁指数，马斯克的身价再度达到了1871亿美元，重夺世界首富头衔。大型科技股多数上涨，奈飞涨超1%，苹果、亚马逊、谷歌、微软小幅上涨；脸书小幅下跌。Fisker收涨30%，创最近两年最大单日涨幅。2、热门中概股普涨百度涨超5%热门中概股普涨，纳斯达克中国金龙指数涨1.33%。唯品会涨超7%，百度涨超5%，爱奇艺涨超4%，拼多多、小鹏汽车涨超2%，网易、微博、阿里巴巴、理想汽车、蔚来小幅上涨。哔哩哔哩跌超2%，京东小幅下跌。3、欧洲主要股指全线收涨德国DAX30指数涨1.13%欧股主要指数周一全线收涨，德国DAX30指数涨1.13%，法国CAC40指数涨1.51%，英国富时100指数涨0.72%，欧洲斯托克50指数涨1.66%。4、油价盘中跌近2%回吐上周五涨幅 美气涨超7%至月内新高对经济衰退和油需的担忧占据上风，油价止步两日连涨。WTI 4月原油期货收跌0.64美元，跌幅0.84%，报75.68美元/桶。布伦特4月原油期货收跌0.71美元，跌幅0.85%，报82.45美元/桶。欧洲基准的荷兰TTF天然气期货尾盘跌超7%，盘中跌超8%并失守50欧元/兆瓦时整数位，刷新2021年8月来的一年半最低。ICE英国天然气也跌超7%，失守120便士/千卡。美国NYMEX 4月天然气期货涨超7%，报2.7310美元/百万英热单位，创2月1日以来的月内最高。5、周一纽约黄金期货价格收高0.4% 结束五连跌纽约商品交易所4月交割的黄金期货价格上涨7.80美元，涨幅为0.4%，收于每盎司1824.90美元，此前该期货价格已连续五个交易日下跌。宏观新闻1、意外暴跌！美国耐用品订单录得32个月来最大环比降幅周一（2月27日）美股盘前，本周第一份美国经济数据——商务部公布的耐用品订单录得30多个月来的最大降幅。具体数据显示，美国1月季调后耐用品订单录得2723亿美元，较2022年12月下跌了4.5%，为2020年4月以来的最大环比跌幅。去年12月该数据环比上涨了5.1%，市场原先预计将下跌4%。2、欧洲央行行长拉加德认为3月再加息50个基点“理由充分”欧洲央行行长克里斯蒂娜·拉加德表示，欧洲央行很有可能会在下个月的会议上推进加息50个基点的意向。“有充分理由相信，我们将在3月份再加息50个基点，”拉加德在采访中说道。“再往后，我们将进一步观察。我们看数据的情况而定。”3、英欧就北爱贸易争端达成关键协议当地时间周一，英国首相苏纳克宣布，该国与欧盟签署了新的“温莎框架”协议，有望结束双方多年来在北爱尔兰贸易问题上的反复拉扯。在最关键的海关问题上，英国本土和北爱尔兰之间将设立“红色”和“绿色”通道系统：英国其他地区运往北爱尔兰地区销售的货物经“绿色通道”，不接受例行检查，而英国经北爱出口至欧盟成员国爱尔兰的货物则需要经“红色通道”接受检查。4、美国众议院寻求禁止美联储发行数字货币美国众议院一位高层共和党议员提出一项法律议案，寻求禁止美联储发行数字美元，称存在着“发展出一种危险监控工具”来监视美国人金融交易的风险。多数党党鞭Tom Emmer提出的议案还要求，美联储就与央行数字货币（CBDC）相关的研究或试点项目的发现和决定向国会提交季度报告。美联储正在评估发行美国CBDC的可能性，但尚未决定是否推进。俄乌局势1、美国财长耶伦访问乌克兰美国财政部长耶伦当地时间2月27日抵达乌克兰首都基辅进行访问。耶伦宣布，从美国最新的99亿美元援助预算中，向乌克兰移交首批12.5亿美元的援助。据悉，耶伦与乌克兰总统泽连斯基及其他主要政府官员举行了会见。2、能源战争还在继续！俄罗斯停止向波兰输送石油据俄罗斯媒体周一报道，俄罗斯国家石油管道运输公司(Transneft)总裁顾问兼新闻秘书伊戈尔·杰明表示，该公司本应在2月底向波兰炼油厂输送俄石油，但相关方面未支付过境费，因此对波兰的石油供应被排除在俄能源部批准的出口计划之外，俄管道石油运输公司目前未向该国供油。3、俄称多方位打击乌目标 乌称击落俄战机俄罗斯国防部当地时间2月27日通报称，俄军在库皮扬斯克、红利曼、顿涅茨克、扎波罗热以及赫尔松等多个方向打击乌军人员、坦克、装甲车和军用汽车等目标。俄军防空部队击落了4枚美制“海马斯”火箭弹和5架乌克兰无人机。乌克兰通讯社当地时间2月27日报道，乌克兰武装部队总参谋部称，过去24小时，乌军击退了俄军在多个方向的81次进攻。乌空军对俄军人员和军事装备集中区实施了4次打击，击落俄军一架苏-25战机。乌导弹部队和炮兵部队对俄军弹药库和通信干扰站等目标实施了打击。公司新闻1、美国社交平台Snapchat推出类ChatGPT功能当地时间周一，美国图片和短视频社交应用Snapchat发布公告称，公司将推出基于Open AI公司最新GPT技术的聊天机器人My AI，将首先向付费订阅用户开放。针对目前ChatGPT已知的问题，公司也对机器人的行为进行了调教，阻止其发表出格的言论，同时禁止了撰写学术论文等功能。截至收盘，Snapchat涨0.71%。2、高通CEO亲口说的 苹果5G芯片即将问世高通CEO克里斯蒂亚诺·阿蒙周一在接受访谈时透露，高通预期苹果将在2024年用上自研通讯芯片，不过他们想要需要继续用高通产品的话也可以继续联系公司。对于高通而言，上一财年苹果方面贡献的营收近100亿美元，大概占22%。知名科技行业分析师郭明錤也在周一透露，苹果近期已经重启了iPhone SE 4项目，并将采用自研5G芯片。更高端的iPhone 16系列是否使用自研通讯芯片仍有待观察。如果在SE 4上进展顺利，苹果也将会在iPad和Apple Watch产品线改用自研通讯芯片。3、Meta宣布创立顶级产品团队开发生成式AIMeta首席执行官扎克伯格周一表示，公司正在创立一个顶级产品团队，专注于快速推进公司在生成式AI领域的造诣。扎克伯格表示，短期内这个团队的主要工作是创建创造性和表现力工具。长远来看，公司将专注于开发能够以多种方式帮助人们的 AI 角色。上周五，Meta在官网发布了人工智能大型语言模型LLaMA，不过目前这个产品仅用于研究训练，尚未投入社交媒体平台旗下的产品。4、“巴菲特爱股”西方石油财报不及预期周一盘后，西方石油公司披露了四季度财务数据，其中调整后每股收益为1.61美元，分析师预期1.79美元；四季度调整后净收入16亿美元；四季度税前化工利润4.57亿美元，分析师预期4.544亿美元；四季度税前石油和天然气利润25.0亿美元，分析师预期26.3亿美元。5、福特电池供应商称F-150 Lighting电动皮卡起火是罕见事件福特汽车公司的电池供应商SK On周一表示，导致F-150 Lightning电动皮卡在本月早些时候起火并停产的缺陷不是电源设计上的根本性缺陷。SK On是韩国SK Innovation Co. Ltd 旗下的汽车电池子公司，该公司在声明中表示：“我们认为这是一次罕见的事件，不是电池技术或我们整体制造系统的根本问题。SK On与福特合作，确定了问题的根本原因，并在我们的流程中实施了改进措施，以解决问题。”","news_type":1,"symbols_score_info":{"VIX":0.9,"ZFmain":0.9,"ZBmain":0.9,"TVIX":0.9,".SPX":0.9,"TNmain":0.9,"UBmain":0.9,"ZTmain":0.9,"TSLA":0.9,"ZNmain":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957891260,"gmtCreate":1677139935251,"gmtModify":1677139938439,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957891260","repostId":"2313337000","repostType":4,"isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957891603,"gmtCreate":1677139920302,"gmtModify":1677139923550,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957891603","repostId":"2313833141","repostType":4,"repost":{"id":"2313833141","kind":"news","pubTimestamp":1677136752,"share":"https://ttm.financial/m/news/2313833141?lang=en_US&edition=fundamental","pubTime":"2023-02-23 15:19","market":"us","language":"zh","title":"Bank of America refutes JPMorgan, saying the risk of \"volatility doomsday 2.0\" is exaggerated","url":"https://stock-news.laohu8.com/highlight/detail?id=2313833141","media":"智通财经","summary":"就在摩根大通策略师Marko Kolanovic警告短期期权的爆炸式增长正在创造“ Volmageddon 2.0 ”一周后，美银分析师站出来反驳称，现在的风险被夸大了。那次被称为“波动性末日”(Vo","content":"<p><html><head></head><body>Right in<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A week after strategist Marko Kolanovic warned that explosive growth in short-term options is creating \"Volmageddon 2.0,\" Bank of America analysts came forward to counter that the risks are now overstated.</p><p>The event, dubbed \"Volmageddon,\" sparked market chaos five years ago and forced the closure of an exchange-traded product that focused primarily on volatility. Kolanovic said the recent surge in zero-days expiration options also threatens to cause market turmoil.</p><p>But Bank of America strategists, including Nitin Saksena, believe investors' positioning in popular derivatives-driven trades-such as S&P 500 contracts expiring within 24 hours-seems less threatening to broader markets than the frenzy that led to a 2018 volatility plunge.</p><p>Bank of America believes that the reality is more subtle. Given that short-term options are used in so many different strategies, if one investment style falters, the shock to the broader stock market may be manageable.</p><p><img src=\"https://static.tigerbbs.com/0163dbf4cde4a5a954b5bf8c7ec10407\" tg-width=\"419\" tg-height=\"375\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BofA said some \"have issued warnings that targeted end users are net-shorting loss-making 0DTEs, planting the seeds for an event similar to the'volatility apocalypse 'of 5 years ago.\" \"Evidence to date suggests that 0DTE positions are more balanced/complex than a simple one-way short-tail market.\"</p><p>Since mid-2022, the rise of 0DTE options has often been accused of amplifying the volatility of the underlying asset. Such contracts now account for an average of 40% to 45% of the index's daily trading volume, up from 21% in 2021, according to Bank of America estimates.</p><p>In Kolanovic's view, the risk involves options traders, who are on the other side of the trade and must buy and sell stocks to maintain a market-neutral position. His model shows that such an intraday sell-off would reach $30 billion on a sharply down day.</p><p>Bank of America said the sell-off won't be so fast. In Saksena's view, the extreme positioning of investors fueled the \"volatility doomsday\" event of 2018, when everyone was betting that volatility would decline, leaving the market prone to sharp reversals.</p><p>At the time, the culprits were exchange-traded products designed to pay investors the opposite of the volatility of stocks. When stock market turmoil grew in early February of that year, it triggered a snowball effect that culminated in causing many of these strategies to quickly become worthless, sending the S&P 500 index to plunge 10% in two weeks.</p><p>Bank of America's Saksena said that the current market volatility factors, such as extremely one-sided positions, are basically non-existent. Take implied volatility, which is a measure of the cost of an option. For 0DTE contracts, they typically receive a pricing premium of 2.5 times that of longer-term S&P 500 options, a level that the team says is \"likely inconsistent with a market overrun with option sellers.\"</p><p>In the modern era of fast trading, predicting stock movements has always been an annoyance, especially when it comes to threats posed by technical forces such as dealer positioning. Intimidating crashes usually don't follow, or break out in unexpected ways, making life harder for professional forecasters.</p><p>Regardless, after tracking order flow throughout the day, Saksena and his team found that traders tend to buy options in the morning and throw them in the afternoon. This pattern applies equally to both bullish and bearish contacts, again showing that this is not a one-way market.</p><p>According to the bank's research, holding S&P 500 options at one-hour intraday intervals can make money, whether it is a call or put option. In Bank of America's view, this increases the incentive for investors to bet in both directions, rather than leaning towards the side that has the potential to hit the market hard.</p><p>Saksena said that in 2018 \"all signs are that the market is very one-way short, and you know if there is some kind of catalyst that can ignite a spark. Huge risks are waiting to unfold.\" \"At the moment, as positions seem to be more balanced-you may still There are some intraday gap volatility, or surprising mean reversion against fundamentals-the expectation rate of a major shock is much higher.\"</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Bank of America refutes JPMorgan, saying the risk of \"volatility doomsday 2.0\" is exaggerated</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\">\nBank of America refutes JPMorgan, saying the risk of \"volatility doomsday 2.0\" is exaggerated\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-02-23 15:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Right in<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A week after strategist Marko Kolanovic warned that explosive growth in short-term options is creating \"Volmageddon 2.0,\" Bank of America analysts came forward to counter that the risks are now overstated.</p><p>The event, dubbed \"Volmageddon,\" sparked market chaos five years ago and forced the closure of an exchange-traded product that focused primarily on volatility. Kolanovic said the recent surge in zero-days expiration options also threatens to cause market turmoil.</p><p>But Bank of America strategists, including Nitin Saksena, believe investors' positioning in popular derivatives-driven trades-such as S&P 500 contracts expiring within 24 hours-seems less threatening to broader markets than the frenzy that led to a 2018 volatility plunge.</p><p>Bank of America believes that the reality is more subtle. Given that short-term options are used in so many different strategies, if one investment style falters, the shock to the broader stock market may be manageable.</p><p><img src=\"https://static.tigerbbs.com/0163dbf4cde4a5a954b5bf8c7ec10407\" tg-width=\"419\" tg-height=\"375\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BofA said some \"have issued warnings that targeted end users are net-shorting loss-making 0DTEs, planting the seeds for an event similar to the'volatility apocalypse 'of 5 years ago.\" \"Evidence to date suggests that 0DTE positions are more balanced/complex than a simple one-way short-tail market.\"</p><p>Since mid-2022, the rise of 0DTE options has often been accused of amplifying the volatility of the underlying asset. Such contracts now account for an average of 40% to 45% of the index's daily trading volume, up from 21% in 2021, according to Bank of America estimates.</p><p>In Kolanovic's view, the risk involves options traders, who are on the other side of the trade and must buy and sell stocks to maintain a market-neutral position. His model shows that such an intraday sell-off would reach $30 billion on a sharply down day.</p><p>Bank of America said the sell-off won't be so fast. In Saksena's view, the extreme positioning of investors fueled the \"volatility doomsday\" event of 2018, when everyone was betting that volatility would decline, leaving the market prone to sharp reversals.</p><p>At the time, the culprits were exchange-traded products designed to pay investors the opposite of the volatility of stocks. When stock market turmoil grew in early February of that year, it triggered a snowball effect that culminated in causing many of these strategies to quickly become worthless, sending the S&P 500 index to plunge 10% in two weeks.</p><p>Bank of America's Saksena said that the current market volatility factors, such as extremely one-sided positions, are basically non-existent. Take implied volatility, which is a measure of the cost of an option. For 0DTE contracts, they typically receive a pricing premium of 2.5 times that of longer-term S&P 500 options, a level that the team says is \"likely inconsistent with a market overrun with option sellers.\"</p><p>In the modern era of fast trading, predicting stock movements has always been an annoyance, especially when it comes to threats posed by technical forces such as dealer positioning. Intimidating crashes usually don't follow, or break out in unexpected ways, making life harder for professional forecasters.</p><p>Regardless, after tracking order flow throughout the day, Saksena and his team found that traders tend to buy options in the morning and throw them in the afternoon. This pattern applies equally to both bullish and bearish contacts, again showing that this is not a one-way market.</p><p>According to the bank's research, holding S&P 500 options at one-hour intraday intervals can make money, whether it is a call or put option. In Bank of America's view, this increases the incentive for investors to bet in both directions, rather than leaning towards the side that has the potential to hit the market hard.</p><p>Saksena said that in 2018 \"all signs are that the market is very one-way short, and you know if there is some kind of catalyst that can ignite a spark. Huge risks are waiting to unfold.\" \"At the moment, as positions seem to be more balanced-you may still There are some intraday gap volatility, or surprising mean reversion against fundamentals-the expectation rate of a major shock is much higher.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/881205.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8effccd1ec9cd7dcf99c09781659ff15","relate_stocks":{"IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0971096721.USD":"富达环球金融服务 A","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","JPM":"摩根大通","LU0106831901.USD":"贝莱德世界金融基金A2","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4566":"资本集团","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4504":"桥水持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","BK4550":"红杉资本持仓","BK4588":"碎股","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4207":"综合性银行","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/881205.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313833141","content_text":"就在摩根大通策略师Marko Kolanovic警告短期期权的爆炸式增长正在创造“ Volmageddon 2.0 ”一周后，美银分析师站出来反驳称，现在的风险被夸大了。那次被称为“波动性末日”(Volmageddon)的事件在五年前引发了市场混乱，并迫使一个主要关注波动性的交易所交易产品关闭。Kolanovic表示，最近零日(zero days)到期期权的激增，也有可能造成市场动荡。但包括 Nitin Saksena 在内的美国银行策略师认为，与导致 2018 年波动率暴跌的狂热相比，投资者在热门衍生品驱动交易中的定位——例如 24 小时内到期的标准普尔 500 指数合约——对更广泛市场的威胁似乎较小。美银认为，现实情况更加微妙。鉴于短期期权被用于如此多不同的策略中，如果一种投资风格动摇，对更广泛股市的冲击可能是可控的。美银表示，一些人“发出了警告，称定向终端用户正在净做空赔本的0DTEs，从而为类似于5年前‘波动性末日’的事件埋下了种子。”“迄今为止的证据表明，0DTE的仓位比一个简单的单向短尾市场更为平衡/复杂。”自2022年年中以来，0DTE期权的兴起经常被指责放大了基础资产的波动。据美国银行估计，目前此类合约平均占该指数日交易量的40%至45%，高于2021年的21%。在Kolanovic看来，风险涉及期权交易商，他们在交易中处于另一方，必须买卖股票以保持市场中立的立场。他的模型显示，在一个大幅下跌的日子里，这样的盘中抛售将达到300亿美元。美国银行称，抛售不会这么快。在Saksena看来，投资者的极端仓位助长了2018年的“波动性末日”事件，当时所有人都押注波动性会下降，导致市场容易出现剧烈逆转。当时，罪魁祸首是旨在向投资者支付与股票波动率相反报酬的交易所交易产品。当年2月初股市动荡加剧时，引发了滚雪球效应，最终导致许多此类策略迅速变得毫无价值，导致标准普尔500指数在两周内暴跌10%。美国银行的Saksena表示，目前市场震荡的因素，比如极度一边倒的仓位，基本不存在。以隐含波动率为例，这是一种衡量期权成本的指标。对于0DTE合约，它们通常获得的定价溢价是较长期标准普尔500指数期权的2.5倍，该团队表示，这一水平“可能与期权卖方泛滥的市场不一致”。在快速交易的现代时代，预测股票走势一直是一件令人烦恼的事情，尤其是在涉及到交易商定位等技术力量构成的威胁时。令人生畏的崩盘通常不会随之而来，或者以意想不到的方式爆发，这让专业预测者的日子更加艰难。无论如何，在跟踪了一天的订单流后，Saksena及其团队发现，交易员倾向于在上午买入期权，下午抛出。这种模式同样适用于看多和看空联系人，再次表明这不是一个单向市场。根据该银行的研究，无论是看涨期权还是看跌期权，在盘中一小时的时间间隔内持有标普500指数期权都能赚钱。在美银看来，这增加了投资者双向押注的动机，而不是倾向于有可能让市场遭受重创的一方。Saksena表示，在2018年“所有迹象都表明，市场非常单向做空，你知道是否有某种催化剂可以点燃火花。巨大的风险正等待着展开，”“目前，由于仓位似乎更加平衡——你仍可能在盘中出现一些缺口波动，或违背基本面的令人惊讶的均值回归——出现重大冲击的期望率要高得多。”","news_type":1,"symbols_score_info":{"JPM":1}},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957891354,"gmtCreate":1677139901679,"gmtModify":1677139904830,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957891354","repostId":"1164117178","repostType":4,"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957891959,"gmtCreate":1677139885071,"gmtModify":1677139888631,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957891959","repostId":"2313835550","repostType":4,"repost":{"id":"2313835550","kind":"news","pubTimestamp":1677137719,"share":"https://ttm.financial/m/news/2313835550?lang=en_US&edition=fundamental","pubTime":"2023-02-23 15:35","market":"us","language":"zh","title":"The epitome of the end of the \"era of technology\": Silicon Valley Bank's profits have shrunk, its market value has plummeted, and it has become a \"turtle in a jar\" for short sellers","url":"https://stock-news.laohu8.com/highlight/detail?id=2313835550","media":"华尔街见闻","summary":"“科技大时代”的落幕并不止于科技企业的节衣缩食，那些曾经为他们“撑腰”的银行们如今也面临“清算”。据报道，美国加州为初创企业提供融资的硅谷银行(Silicon Valley Bank, SVB)正面临","content":"<p><html><head></head><body>The end of the \"era of science and technology\" is not limited to the frugality of science and technology companies. Those banks that once \"supported\" them are now facing \"liquidation\".</p><p>According to reports, California provides financing for start-ups<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>(Silicon Valley Bank, SVB) is facing scrutiny after an investment made during the tech boom has now caused an unrealized loss of $15 billion, shaking the bank's profitability.</p><p>The bank insisted on holding its $91 billion bond portfolio to maturity, a decision that shielded its profits from last year's financial market turmoil as long-term bond yields rose sharply, exceeding the portfolio's 1.64% yield.</p><p><b>But \"hold-to-maturity\" also means that at the end of last year, this asset was valued on SVB's balance sheet at a purchase price of $91 billion, rather than a market value of $76 billion. It directly led to SVB's disclosure of an unrealized loss of $15 billion.</b></p><p>SVB mainly provides financing services for technology and life sciences start-ups backed by venture capital funds. The bank is the 16th largest bank in the United States, with total assets worth approximately US $212 billion.<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>(Cisco), Ring, Beyond Meat, and Shopify, among others, have been its customers.</p><p>As U.S. tech start-ups face their biggest market value plunge since the dot-com bubble burst at the beginning of the decade,<b>SVB's market cap has fallen from a peak of more than $44 billion less than two years ago to $17 billion today.</b></p><p>SVB's decline has also attracted the attention of bears, who are betting that the bank's share price will fall further. SVB shares have fallen 50% since the beginning of 2022.</p><p><img src=\"https://static.tigerbbs.com/98ffaf5a9a3d0a5a093db75c1cf353db\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>SVB CEO Greg Becker said in an interview with the media:</p><p>This year is going to be a challenging year for the tech industry... we really only see the beginning. There will be more headlines about failures and layoffs (in the tech industry). Whether this period of volatility is 12 months or 18 months, our goal is to be able to ensure that we have the ability to support our clients through this time. Decision-making error</p><p>Wrong investment decisions and misjudgment of the rhythm of the Fed's rate hike are also the main reasons for SVB's plight.</p><p><b>SVB's income comes from conventional financial services such as funds and asset management, but unlike other banks,</b>SVB's core business focuses on providing deposit services for cash raised by tech start-ups.</p><p>SVB's customer deposits surged from $102 billion to $189 billion amid a boom in tech investing in 2021, flooded with \"excess liquidity.\"</p><p>SVB, meanwhile, keeps these deposits in custody: by buying long-term mortgage-backed securities issued by U.S. government agencies. Actually,<b>This strategy amounts to locking up half of its assets in investments for the next decade that generate very little income by today's standards.</b></p><p>Becker explained that these \"conservative\" investments are part of a plan to shore up banks' balance sheets:</p><p>In 2021, quite frankly, valuations and the amount of money being raised were clearly at epic levels...... so we looked and decided to be more cautious. This decision means that SVB will be more vulnerable to changes in interest rates.</p><p>The problem is that the difference between the interest SVB earns on assets like loans and the interest it pays on deposits-<b>That is, net interest income-is becoming less and less.</b></p><p>When interest rates are low,<b>Several big banks are putting more deposits on government debt, accepting lower returns in times of economic uncertainty</b>。 And SVB's relative exposure far exceeds that of its peers.</p><p>At the end of 2022, SVB had $120 billion in investment securities, including a $91 billion portfolio of mortgage-backed securities, far exceeding the $74 billion in total loans.</p><p>By comparison, Bank of America has $863 billion in debt securities, including $633 billion in held-to-maturity assets, down from its roughly $10 trillion in loans and leases.</p><p>As a result of the huge gap between loans and deposits,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, Bank of America, Citi and<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Interest income in the final quarter of 2022 totaled nearly $60 billion, an increase of 30% from the same period last year. Meanwhile, SVB told investors,<b>Its net interest income is expected to decline by 17-19% in 2023 from last year's $4.5 billion.</b></p><p>A securities analyst told the media:</p><p><b>Interest rates have been low for a long time, and many people assume that they will stay low forever.</b>SVB is betting bigger than average on this front. Becker said:</p><p>We expected interest rates to rise, but didn't expect it to be as much as it is now.</body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The epitome of the end of the \"era of technology\": Silicon Valley Bank's profits have shrunk, its market value has plummeted, and it has become a \"turtle in a jar\" for short sellers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe epitome of the end of the \"era of technology\": Silicon Valley Bank's profits have shrunk, its market value has plummeted, and it has become a \"turtle in a jar\" for short sellers\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-23 15:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The end of the \"era of science and technology\" is not limited to the frugality of science and technology companies. Those banks that once \"supported\" them are now facing \"liquidation\".</p><p>According to reports, California provides financing for start-ups<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>(Silicon Valley Bank, SVB) is facing scrutiny after an investment made during the tech boom has now caused an unrealized loss of $15 billion, shaking the bank's profitability.</p><p>The bank insisted on holding its $91 billion bond portfolio to maturity, a decision that shielded its profits from last year's financial market turmoil as long-term bond yields rose sharply, exceeding the portfolio's 1.64% yield.</p><p><b>But \"hold-to-maturity\" also means that at the end of last year, this asset was valued on SVB's balance sheet at a purchase price of $91 billion, rather than a market value of $76 billion. It directly led to SVB's disclosure of an unrealized loss of $15 billion.</b></p><p>SVB mainly provides financing services for technology and life sciences start-ups backed by venture capital funds. The bank is the 16th largest bank in the United States, with total assets worth approximately US $212 billion.<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>(Cisco), Ring, Beyond Meat, and Shopify, among others, have been its customers.</p><p>As U.S. tech start-ups face their biggest market value plunge since the dot-com bubble burst at the beginning of the decade,<b>SVB's market cap has fallen from a peak of more than $44 billion less than two years ago to $17 billion today.</b></p><p>SVB's decline has also attracted the attention of bears, who are betting that the bank's share price will fall further. SVB shares have fallen 50% since the beginning of 2022.</p><p><img src=\"https://static.tigerbbs.com/98ffaf5a9a3d0a5a093db75c1cf353db\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>SVB CEO Greg Becker said in an interview with the media:</p><p>This year is going to be a challenging year for the tech industry... we really only see the beginning. There will be more headlines about failures and layoffs (in the tech industry). Whether this period of volatility is 12 months or 18 months, our goal is to be able to ensure that we have the ability to support our clients through this time. Decision-making error</p><p>Wrong investment decisions and misjudgment of the rhythm of the Fed's rate hike are also the main reasons for SVB's plight.</p><p><b>SVB's income comes from conventional financial services such as funds and asset management, but unlike other banks,</b>SVB's core business focuses on providing deposit services for cash raised by tech start-ups.</p><p>SVB's customer deposits surged from $102 billion to $189 billion amid a boom in tech investing in 2021, flooded with \"excess liquidity.\"</p><p>SVB, meanwhile, keeps these deposits in custody: by buying long-term mortgage-backed securities issued by U.S. government agencies. Actually,<b>This strategy amounts to locking up half of its assets in investments for the next decade that generate very little income by today's standards.</b></p><p>Becker explained that these \"conservative\" investments are part of a plan to shore up banks' balance sheets:</p><p>In 2021, quite frankly, valuations and the amount of money being raised were clearly at epic levels...... so we looked and decided to be more cautious. This decision means that SVB will be more vulnerable to changes in interest rates.</p><p>The problem is that the difference between the interest SVB earns on assets like loans and the interest it pays on deposits-<b>That is, net interest income-is becoming less and less.</b></p><p>When interest rates are low,<b>Several big banks are putting more deposits on government debt, accepting lower returns in times of economic uncertainty</b>。 And SVB's relative exposure far exceeds that of its peers.</p><p>At the end of 2022, SVB had $120 billion in investment securities, including a $91 billion portfolio of mortgage-backed securities, far exceeding the $74 billion in total loans.</p><p>By comparison, Bank of America has $863 billion in debt securities, including $633 billion in held-to-maturity assets, down from its roughly $10 trillion in loans and leases.</p><p>As a result of the huge gap between loans and deposits,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, Bank of America, Citi and<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Interest income in the final quarter of 2022 totaled nearly $60 billion, an increase of 30% from the same period last year. Meanwhile, SVB told investors,<b>Its net interest income is expected to decline by 17-19% in 2023 from last year's $4.5 billion.</b></p><p>A securities analyst told the media:</p><p><b>Interest rates have been low for a long time, and many people assume that they will stay low forever.</b>SVB is betting bigger than average on this front. Becker said:</p><p>We expected interest rates to rise, but didn't expect it to be as much as it is now.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3682597\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/52e95f8d8c314466bbcd01bdb562ed3f","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3682597","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313835550","content_text":"“科技大时代”的落幕并不止于科技企业的节衣缩食，那些曾经为他们“撑腰”的银行们如今也面临“清算”。据报道，美国加州为初创企业提供融资的硅谷银行(Silicon Valley Bank, SVB)正面临审查，原因是该行在科技热潮时期做出的一项投资如今造成了150亿美元的未变现亏损，动摇了该行的盈利能力。该银行坚持将其910亿美元的债券组合持有至到期，这一决定使其利润免受去年金融市场动荡的影响，因为长期债券收益率急剧上升，超过了该组合1.64%的收益率。但“持有至到期”也意味着，在去年年底，这一资产在SVB的资产负债表上是按照910亿美元的购买价格估值的，而不是按照760亿美元的市场价值。直接导致了SVB披露了150亿美元的未实现亏损。SVB主要为风投基金支持的科技和生命科学初创企业提供融资服务，该行是美国第16大银行，总资产价值约2120亿美元。思科(Cisco)、Ring、Beyond Meat和Shopify等公司都曾是其客户。随着美国科技初创企业面临自本世纪初互联网泡沫破裂以来最大的市值暴跌，SVB的市值已从不到两年前逾440亿美元的峰值降至如今的170亿美元。SVB的跌势也吸引了空头的注意，他们押注该行股价将进一步下跌。自2022年初以来，SVB股价已下跌50%。SVB首席执行官Greg Becker接受媒体采访时表示：今年对科技行业而言将是充满挑战的一年……我们真的只看到了一个开头。将会有更多关于失败和(科技行业)裁员的头条新闻。无论这个波动期是12个月还是18个月，我们的目标是能够确保我们有能力支持客户度过这段时间。决策失误错误的投资决策和对美联储加息节奏的误判，也是导致SVB困境的主要原因。SVB的收入来自基金、资产管理等常规金融业务，但与其他银行所不同的是，SVB的核心业务集中在为科技初创企业筹集的现金提供存款服务。在2021年科技投资的热潮中，SVB的客户存款从1020亿美元激增至1890亿美元，充斥着“过剩的流动性”。与此同时，SVB保管这些存款的方式是：购买美国政府机构发行的长期抵押贷款支持证券。实际上，这种策略相当于将其一半的资产锁定在未来十年的投资中，按照今天的标准，这些投资的收入很少。Becker解释称，这些 \"保守 \"的投资是支撑银行资产负债表的计划的一部分:2021年，坦率地说，估值和正在筹集的资金数额显然处于史诗般的水平......所以我们看了看，决定更加谨慎。这一决定意味着，SVB将更容易受到利率变化的影响。问题在于，SVB从贷款等资产上赚取的利息和它在存款上支付的利息之间的差异——也就是净利息收入——正在变得越来越少。当利率处于低位时，几家大银行将更多的存款放在政府债务上，在经济不确定的时期接受较低的回报率。而SVB的相对风险敞口远远超过了其同行。截至2022年底，SVB拥有1200亿美元的投资证券，其中包括910亿美元的抵押贷款支持证券组合，远远超过了740亿美元的贷款总额。相比之下，美国银行拥有8630亿美元的债务证券，包括6330亿美元的持有至到期资产，低于其约10万亿美元的贷款和租赁。贷款与存款差额巨大的结果是，摩根大通、美国银行、花旗和富国银行在2022年最后一个季度的利息收入合计近600亿美元，比去年同期增长30%。与此同时，SVB告诉投资者，预计2023年其净利息收入将比去年的45亿美元下降17-19%。一位证券分析师对媒体表示：利率长期以来一直很低，很多人都认为利率会永远低下去。SVB在这方面下了比一般人更大的赌注。Becker则表示：我们预计利率会上升，但没有想到会像现在这么多。","news_type":1,"symbols_score_info":{"SIVB":0.9}},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957891065,"gmtCreate":1677139866158,"gmtModify":1677139869310,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957891065","repostId":"2313835177","repostType":4,"repost":{"id":"2313835177","kind":"news","pubTimestamp":1677138207,"share":"https://ttm.financial/m/news/2313835177?lang=en_US&edition=fundamental","pubTime":"2023-02-23 15:43","market":"us","language":"zh","title":"Billions of dollars more costs! Technology giants face new challenges in launching ChatGPT-like services","url":"https://stock-news.laohu8.com/highlight/detail?id=2313835177","media":"智通财经","summary":"Alphabet在谷歌搜索中加入生成性人工智能(generative artificial intelligence)的尝试给行业带来了一个全新的挑战：成本问题。整个科技行业的高管都在讨论如何运营像C","content":"<p><html><head></head><body>Alphabet in<a href=\"https://laohu8.com/S/GOOG\">Google</a>The attempt to add generative artificial intelligence to search has brought a whole new challenge to the industry: cost. Executives across the tech industry are discussing how to run an AI like ChatGPT and balance out its high maintenance expenses.</p><p>OpenAI CEO Sam Altman said that ChatGPT can answer search questions independently, and the computational cost per conversation is a few cents or more. This high usage fee data is \"eye-popping.\"</p><p>John Hennessy, chairman of Alphabet, said that in implementation, the cost of communicating with AI known as large language models may be 10 times that of standard keyword searches, although code optimization will help reduce costs quickly.</p><p>Even with potential chat-based search advertising revenue, using the technology could add billions of dollars in additional usage costs, impacting Alphabet's bottom line, analysts said. The company achieved net revenue of nearly $60 billion in 2022.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It is estimated that Google spent about one-fifth of a cent on its 3.3 trillion search queries last year, but that number will increase this year, depending on the length of text AI must generate. For example, analysts predict that if artificial intelligence like ChatGPT can handle half of the inquiry volume with a response of less than 50 words, Google's fee spending will increase by nearly $6 billion by 2024.</p><p>Other businesses have reached similar conclusions in different ways. For example, Semi Analysis, a research and consulting firm focused on chip technology, said that adding ChatGPT-like artificial intelligence to the search engine could increase Alphabet's spending by $3 billion, which is affected by Google's internal chip Tensor processing unit (TPU) and other optimized limits.</p><p><img src=\"https://static.tigerbbs.com/674bb0bf932a8c9cfc53d7d53a96d202\" tg-width=\"688\" tg-height=\"405\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What makes this artificial intelligence more expensive than traditional search methods is the computing power involved. Analysts say the operation of this artificial intelligence is based on billions of dollars of chips, the cost of which must be absorbed over the chip's useful life of several years. Similarly, electricity consumption increases costs and pressure on companies targeting their carbon footprint.</p><p>The process of processing artificial intelligence search queries is called \"reasoning\". In this process, the \"neural network\" simulates the biological thinking mode of the human brain and can continuously infer the answers to search questions from previous training.</p><p>In contrast, in the traditional search method, Google's web crawler will scan the stored Internet to index information. When a user types a query, Google provides the most relevant answers stored in the index. Alphabet's Hennessy said that \"the cost of running the AI\" inference \"process must be reduced,\" calling this a common \"problem\" in the industry in the past two years.</p><p>It is reported that despite the high cost, Alphabet is still facing pressure from competitors to challenge. Earlier this month,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) announced plans to embed artificial intelligence chat technology into its Bing search engine, with Microsoft targeting 91% of Google's search market share, according to Similarweb estimates.</p><p>Microsoft Chief Financial Officer Amy Hood said that as the new Bing search is launched to millions of consumers, user and advertising revenue will cover more than cost expenditure. \"For us, even at the expense of service costs, it can provide an increment to the gross profit margin of the company's business.\"</p><p>Richard Socher, CEO of search engine You.com, another competitor of Google, also said that adding artificial intelligence chat experiences and applications that generate charts, videos and other technologies will increase the cost of enterprises by 30% to 50%. But it pointed out: \"As time goes by, the cost of using AI technology will become lower and lower.\"</p><p>On the other hand, a source close to Google warned that it is now accurately determined that AI chat<a href=\"https://laohu8.com/S/300024\">Robot</a>The cost overhead is too early, mainly because efficiency and usage still vary greatly due to the technologies involved.</p><p><a href=\"https://laohu8.com/S/ACN\">Accenture</a>Chief Technology Officer Paul Daugherty said one of the main reasons search and social media giants with billions of users in the tech industry didn't launch AI chatbots overnight was the issue of paying cost bills. He pointed out: \"One is the accuracy of search, and the other is that the industry must measure the cost in the right way.\"</p><p>For years, Alphabet researchers have been studying how to train and run large AI language models at a cheaper cost. A senior technology executive in the industry said that the cost of using artificial intelligence in the hands of millions of consumers is still prohibitive. \"These AI models are very expensive to operate and maintain, so the next phase of the industry's push forward will be to reduce the cost of training these AI models and running inference so that we can use them in every application.\"</p><p>At present, researchers within OpenAI have found ways to optimize inference costs through complex code to make chips run more efficiently, a person familiar with the matter said. But a spokesperson for OpenAI did not immediately comment.</p><p>Among them, a long-term problem is how to reduce the number of parameters in artificial intelligence models by 10 times or even 100 times without losing accuracy.</p><p>\"How to eliminate (parameters) most effectively is still an open question,\" noted Naveen Rao, who was responsible for<a href=\"https://laohu8.com/S/INTC\">Intel</a>The artificial intelligence chip unit is now working to reduce the computing cost of artificial intelligence through his startup Mosaic ML.</p><p>In addition, some companies are also considering charging for access. For example, OpenAI has added a subscription service of $20 per month to provide users with better ChatGPT services. Technology experts also say one workaround is to apply simpler AI models to simpler tasks, and Alphabet is exploring this.</p><p>The company said this month that a \"simple model\" version of its massive LaMDA artificial intelligence technology will provide a \"<a href=\"https://laohu8.com/S/BCR\">Bud</a>\"Empowerment,\" the required computing power will be greatly reduced, allowing it to reach more users. \"</p><p>When asked about running AI chatbots like ChatGPT and Bud, Hennessy said using a more targeted technology model, rather than providing all services in one system, would help \"reduce costs.\"</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Billions of dollars more costs! Technology giants face new challenges in launching ChatGPT-like services</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\">\nBillions of dollars more costs! Technology giants face new challenges in launching ChatGPT-like services\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-02-23 15:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Alphabet in<a href=\"https://laohu8.com/S/GOOG\">Google</a>The attempt to add generative artificial intelligence to search has brought a whole new challenge to the industry: cost. Executives across the tech industry are discussing how to run an AI like ChatGPT and balance out its high maintenance expenses.</p><p>OpenAI CEO Sam Altman said that ChatGPT can answer search questions independently, and the computational cost per conversation is a few cents or more. This high usage fee data is \"eye-popping.\"</p><p>John Hennessy, chairman of Alphabet, said that in implementation, the cost of communicating with AI known as large language models may be 10 times that of standard keyword searches, although code optimization will help reduce costs quickly.</p><p>Even with potential chat-based search advertising revenue, using the technology could add billions of dollars in additional usage costs, impacting Alphabet's bottom line, analysts said. The company achieved net revenue of nearly $60 billion in 2022.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It is estimated that Google spent about one-fifth of a cent on its 3.3 trillion search queries last year, but that number will increase this year, depending on the length of text AI must generate. For example, analysts predict that if artificial intelligence like ChatGPT can handle half of the inquiry volume with a response of less than 50 words, Google's fee spending will increase by nearly $6 billion by 2024.</p><p>Other businesses have reached similar conclusions in different ways. For example, Semi Analysis, a research and consulting firm focused on chip technology, said that adding ChatGPT-like artificial intelligence to the search engine could increase Alphabet's spending by $3 billion, which is affected by Google's internal chip Tensor processing unit (TPU) and other optimized limits.</p><p><img src=\"https://static.tigerbbs.com/674bb0bf932a8c9cfc53d7d53a96d202\" tg-width=\"688\" tg-height=\"405\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What makes this artificial intelligence more expensive than traditional search methods is the computing power involved. Analysts say the operation of this artificial intelligence is based on billions of dollars of chips, the cost of which must be absorbed over the chip's useful life of several years. Similarly, electricity consumption increases costs and pressure on companies targeting their carbon footprint.</p><p>The process of processing artificial intelligence search queries is called \"reasoning\". In this process, the \"neural network\" simulates the biological thinking mode of the human brain and can continuously infer the answers to search questions from previous training.</p><p>In contrast, in the traditional search method, Google's web crawler will scan the stored Internet to index information. When a user types a query, Google provides the most relevant answers stored in the index. Alphabet's Hennessy said that \"the cost of running the AI\" inference \"process must be reduced,\" calling this a common \"problem\" in the industry in the past two years.</p><p>It is reported that despite the high cost, Alphabet is still facing pressure from competitors to challenge. Earlier this month,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) announced plans to embed artificial intelligence chat technology into its Bing search engine, with Microsoft targeting 91% of Google's search market share, according to Similarweb estimates.</p><p>Microsoft Chief Financial Officer Amy Hood said that as the new Bing search is launched to millions of consumers, user and advertising revenue will cover more than cost expenditure. \"For us, even at the expense of service costs, it can provide an increment to the gross profit margin of the company's business.\"</p><p>Richard Socher, CEO of search engine You.com, another competitor of Google, also said that adding artificial intelligence chat experiences and applications that generate charts, videos and other technologies will increase the cost of enterprises by 30% to 50%. But it pointed out: \"As time goes by, the cost of using AI technology will become lower and lower.\"</p><p>On the other hand, a source close to Google warned that it is now accurately determined that AI chat<a href=\"https://laohu8.com/S/300024\">Robot</a>The cost overhead is too early, mainly because efficiency and usage still vary greatly due to the technologies involved.</p><p><a href=\"https://laohu8.com/S/ACN\">Accenture</a>Chief Technology Officer Paul Daugherty said one of the main reasons search and social media giants with billions of users in the tech industry didn't launch AI chatbots overnight was the issue of paying cost bills. He pointed out: \"One is the accuracy of search, and the other is that the industry must measure the cost in the right way.\"</p><p>For years, Alphabet researchers have been studying how to train and run large AI language models at a cheaper cost. A senior technology executive in the industry said that the cost of using artificial intelligence in the hands of millions of consumers is still prohibitive. \"These AI models are very expensive to operate and maintain, so the next phase of the industry's push forward will be to reduce the cost of training these AI models and running inference so that we can use them in every application.\"</p><p>At present, researchers within OpenAI have found ways to optimize inference costs through complex code to make chips run more efficiently, a person familiar with the matter said. But a spokesperson for OpenAI did not immediately comment.</p><p>Among them, a long-term problem is how to reduce the number of parameters in artificial intelligence models by 10 times or even 100 times without losing accuracy.</p><p>\"How to eliminate (parameters) most effectively is still an open question,\" noted Naveen Rao, who was responsible for<a href=\"https://laohu8.com/S/INTC\">Intel</a>The artificial intelligence chip unit is now working to reduce the computing cost of artificial intelligence through his startup Mosaic ML.</p><p>In addition, some companies are also considering charging for access. For example, OpenAI has added a subscription service of $20 per month to provide users with better ChatGPT services. Technology experts also say one workaround is to apply simpler AI models to simpler tasks, and Alphabet is exploring this.</p><p>The company said this month that a \"simple model\" version of its massive LaMDA artificial intelligence technology will provide a \"<a href=\"https://laohu8.com/S/BCR\">Bud</a>\"Empowerment,\" the required computing power will be greatly reduced, allowing it to reach more users. \"</p><p>When asked about running AI chatbots like ChatGPT and Bud, Hennessy said using a more targeted technology model, rather than providing all services in one system, would help \"reduce costs.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/881216.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14917152d2c4d31343535b94729653a9","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4516":"特朗普概念","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0557290698.USD":"施罗德环球可持续增长基金","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4579":"人工智能","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","GOOG":"谷歌","BK4588":"碎股","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4507":"流媒体概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4573":"虚拟现实","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","MSFT":"微软","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4581":"高盛持仓","GOOGL":"谷歌A","BK4543":"AI","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4576":"AR","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/881216.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313835177","content_text":"Alphabet在谷歌搜索中加入生成性人工智能(generative artificial intelligence)的尝试给行业带来了一个全新的挑战：成本问题。整个科技行业的高管都在讨论如何运营像ChatGPT这样的人工智能，并平衡其高昂的维护费用。OpenAI的首席执行官Sam Altman表示，ChatGPT可以自主回答搜索问题，每次对话的计算成本为几美分或更多，这一高额的使用费用数据“令人瞠目”。Alphabet的董事长John Hennessy表示，实现中，与被称为大型语言模型的AI进行交流的成本可能是标准关键字搜索的10倍，尽管代码优化将有助于快速降低成本。分析师表示，即使有潜在的基于聊天的搜索广告收入，使用该技术也可能会增加数十亿美元的额外使用成本，从而影响Alphabet的利润。该公司2022年实现的净收入为接近600亿美元。摩根士丹利估计，谷歌去年的3.3万亿次搜索查询每次的花费大约为五分之一美分，但这个数字在今年将会增加，具体取决于AI必须生成的文本长度。例如，分析师预测，如果像ChatGPT这样的人工智能能够以50个字以内的回复处理一半的问询量来计算，到2024年，谷歌的费用支出将增加近60亿美元。其他企业也以不同的方式达成了类似的结论。例如，专注于芯片技术的研究和咨询公司Semi Analysis表示，将ChatGPT类似的人工智能添加到搜索引擎中可能会令Alphabet的支出增加30亿美元，具体数额受到谷歌内部芯片Tensor处理单元(TPU)以及其他优化的限制。令这种人工智能比传统搜索方式更昂贵的是其所涉及的计算能力。分析人士表示，这种人工智能的运行是基于数十亿美元的芯片，其成本必须在芯片几年的使用寿命内得到消化。同样，电力消耗也增加了碳足迹目标公司的成本和压力。处理人工智能搜索查询的过程被称为“推理”，在这个过程中，“神经网络”模拟了人类大脑的生物学思维方式，能不断的从先前的训练中推断出搜索问题的答案。相比之下，在传统的搜索方式中，谷歌的网络爬虫会扫描存储了互联网以编制信息索引。当用户键入查询时，谷歌会提供存储在索引中的最相关答案。Alphabet的Hennessy表示，“必须降低运行AI“推理”过程的成本开销”，并称这是近两年行业的共同“难题”。据悉，尽管代价高昂，Alphabet仍面临着竞争对手挑战的压力。本月早些时候，微软(MSFT.US)宣布了将人工智能聊天技术嵌入其必应搜索引擎的计划，据Similarweb估计，微软瞄准了谷歌91%的搜索市场份额。微软首席财务官Amy Hood称，随着新的必应搜索向数百万消费者推出，用户和广告的收入将覆盖超过了成本支出。“这对我们来说，即使是以服务成本为代价，但能给公司业务毛利率提供增量”。谷歌的另一个竞争对手、搜索引擎You.com的首席执行官Richard Socher也表示，添加人工智能聊天体验以及图表、视频和其他生成技术的应用程序，会使企业的成本费用增加30%至50%。但其指出：“随着时间的推移，使用AI技术的成本会越来越低。”另一方面，一位接近谷歌的消息人士警告称，现在准确确定AI聊天机器人的成本开销还为时过早，主要由于效率和使用情况因所涉及的技术仍有很大差异。埃森哲首席技术官Paul Daugherty表示，科技行业内拥有数十亿用户的搜索和社交媒体巨头没有在一夜之间推出AI聊天机器人的主要原因之一就是支付成本账单的问题。他指出：“一是搜索的准确度，二是行业必须以正确的方式来衡量成本开销的问题。”多年来，Alphabet的研究人员一直在研究如何以更廉价的成本训练和运行大型AI语言模型。一位行业内高级技术主管表示，人工智能在数百万消费者手中的使用成本仍然过高。“这些AI模型的运行维护非常昂贵，因此行业下一阶段的推进将是降低训练这些AI模型和运行推理的成本，以便我们可以在每个应用程序中使用。”一位知情人士表示，目前，OpenAI内部的研究人员已经找到了如何通过复杂的代码优化推理成本的方法，从而使芯片更高效地运行。但OpenAI的发言人没有立即置评。其中，一个长远的问题是如何在不损失准确性的情况下，将人工智能模型中的参数数量减少10倍甚至100倍。“如何最有效地剔除(参数)，这仍然是一个悬而未决的问题，”Naveen Rao指出，其曾负责英特尔的人工智能芯片部门，现在正通过他的初创公司Mosaic ML致力于降低人工智能的计算成本。此外，有企业也正考虑对访问收费，例如OpenAI增加了每月20美元的订阅服务，以为用户提供更好的ChatGPT服务。技术专家还表示，一种解决方法是将较简单的人工智能模型应用于更简单的任务，而Alphabet正在探索这一点。该公司本月表示，其大规模LaMDA人工智能技术的“简单模型”版本将为其聊天机器人“巴德”赋能，“所需的计算能力将大大降低，使其能够覆盖到更多用户”。当被问及运行像ChatGPT和“巴德”这样的AI聊天机器人时，Hennessy表示，使用更有针对性的技术模型，而不是在一个系统提供所有服务，将有助于“降低成本”。","news_type":1,"symbols_score_info":{"MSFT":0.68,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955553080,"gmtCreate":1675597655541,"gmtModify":1676539008746,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955553080","repostId":"1192151009","repostType":4,"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955559762,"gmtCreate":1675597635356,"gmtModify":1676539008746,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955559762","repostId":"1173392322","repostType":4,"repost":{"id":"1173392322","kind":"news","pubTimestamp":1675579985,"share":"https://ttm.financial/m/news/1173392322?lang=en_US&edition=fundamental","pubTime":"2023-02-05 14:53","market":"us","language":"zh","title":"U.S. stocks are speculating on AI!","url":"https://stock-news.laohu8.com/highlight/detail?id=1173392322","media":"华尔街见闻","summary":"随着ChatGPT火爆出圈，美股市场掀起AI炒作盛宴，“美版头条”BuzzFeed两天暴涨300%，C3.ai 股价翻了一番多。每当一个概念变得炙手可热，资本市场总是会剧烈波动，掀起疯狂的炒作盛宴。随","content":"<p><html><head></head><body><b>As ChatGPT became popular, the U.S. stock market set off a feast of AI hype. The \"U.S. version of headlines\" BuzzFeed soared 300% in two days, and the stock price of C3. AI more than doubled.</b>Whenever a concept becomes hot, the capital market will always fluctuate violently, setting off a crazy hype feast.</p><p>With OpenAI-owned chat<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT became popular, and US stock investors quickly began to speculate enthusiastically.<b>Companies that have a layout on this track are all popular without exception.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>U.S. stocks once soared by more than 10%, \"U.S. version of headlines\" BuzzFeed soared 300% in two days, and C3. ai's stock price more than doubled...</b></p><p>The craze can't help but hark back to the cannabis craze and crypto craze of the late 1990s, even the dot com bubble. Investors flocked to the stock market and then asked questions. So here comes the classic debate, is this wave of ChatGPT hype a speculative bubble or a pursuit of long-term value?</p><p>In fact, AI is nothing new, and AI stocks have been in the public market for several years. Currently, AI technology has been used in various fields, such as interactive chatbots, autonomous driving, robots, warehousing, and even online writing. There is no doubt that artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Will continue to evolve, and it will bring some fundamental changes in the long run.</p><p><b>But for now, is the relevant stock value really as reflected by the current stock price? Some analysts believe that this technology is still immature, its application is still unstable, and investment is still highly speculative.</b></p><p>Speculative bubble?</p><p>Thanks to the popularity of AI, concept stocks related to US stocks have risen sharply.</p><p>For example, BuzzFeed, a digital media company known as the US version of headlines, has not been ideal in the past year, and its stock price has plummeted. But in the past week, it was reported that the company plans to use the artificial intelligence program ChatGPT to assist in content creation.<b>With the continuous surge, the stock price once soared 300% in two days.</b></p><p><img src=\"https://static.tigerbbs.com/d18c859e207a5c0fcdc1002deb07fe95\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Similarly, artificial intelligence software provider C3. AI Inc has also received much attention, and its shares have fallen sharply since it went public more than two years ago. However, since C3. ai announced the integration of ChatGPT into its products at the end of January,<b>The stock surged sharply, more than doubling since Jan. 5.</b></p><p><img src=\"https://static.tigerbbs.com/108672a65d8b7c7e64da401cef5f5d3b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>As the \"shovel seller\" of the AI industry, providing key chip support<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>In the past January, it rose by 33%, which is also its highest increase in the past six years.</p><p>However, signs of a speculative bubble also seem to be emerging, with BuzzFeed's share price wiped 40% from last week's intraday high. It is worth mentioning that in the blockchain wave, a US-listed company named Long Island Iced Tea changed its name to \"Long Blockchain\" at that time. Although it once soared by 500%, it did not escape the fate of delisting.</p><p><b>Cowen analyst John Blackledge pointed to BuzzFeed's uncertainty in monetizing short video content and its vulnerability to reduced digital ad spend amid a weak consumer spending environment.</b></p><p><b>Regarding the company's recent move to introduce AI technology, John said that while AI could ultimately help BZFD generate more content at a lower cost, the impact of AI adoption is unclear.</b></p><p>Pursuing long-term value?</p><p>The launch of OpenAI's chatbot ChatGPT has made the market see the huge potential of AI applications.</p><p>At present, the commercialization of AI continues to accelerate. Soochow analysts pointed out that in March 2021, GPT-3, also a subsidiary of OpenAI, had 300 + application customers 9 months after its launch, covering intelligent customer service, education and scientific research, Games, search engines, etc.</p><p>ChatGPT based on GPT-3. 5 has better performance and higher attention, which can further help enterprises and individuals save time and resources, and the application space behind it is expected to be broader.</p><p><b>according to<a href=\"https://laohu8.com/S/UBS\">UBS</a>It is estimated that the monthly active users of ChatGPT have exceeded 100 million in January this year, and UBS said that the entire market size of generative artificial intelligence applications may be as high as US $1 trillion, and the potential development space is attracting an influx of investors.</b></p><p><b>In addition, giants have also increased their stakes in this field.</b>Meta CEO Zuckerberg recently said that one of its main goals is to become a leader in generative artificial intelligence. Alphabet CEO Pichai said at this week's earnings call that the journey to artificial intelligence has just begun and the best is yet to come. Snap CEO Evan Spieger believes that generative artificial intelligence is a \"huge opportunity\" and has already invested a lot of money.</p><p></body></html></p>","source":"wallstreetcn_api","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. stocks are speculating on AI!</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. stocks are speculating on AI!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-05 14:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>As ChatGPT became popular, the U.S. stock market set off a feast of AI hype. The \"U.S. version of headlines\" BuzzFeed soared 300% in two days, and the stock price of C3. AI more than doubled.</b>Whenever a concept becomes hot, the capital market will always fluctuate violently, setting off a crazy hype feast.</p><p>With OpenAI-owned chat<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT became popular, and US stock investors quickly began to speculate enthusiastically.<b>Companies that have a layout on this track are all popular without exception.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>U.S. stocks once soared by more than 10%, \"U.S. version of headlines\" BuzzFeed soared 300% in two days, and C3. ai's stock price more than doubled...</b></p><p>The craze can't help but hark back to the cannabis craze and crypto craze of the late 1990s, even the dot com bubble. Investors flocked to the stock market and then asked questions. So here comes the classic debate, is this wave of ChatGPT hype a speculative bubble or a pursuit of long-term value?</p><p>In fact, AI is nothing new, and AI stocks have been in the public market for several years. Currently, AI technology has been used in various fields, such as interactive chatbots, autonomous driving, robots, warehousing, and even online writing. There is no doubt that artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Will continue to evolve, and it will bring some fundamental changes in the long run.</p><p><b>But for now, is the relevant stock value really as reflected by the current stock price? Some analysts believe that this technology is still immature, its application is still unstable, and investment is still highly speculative.</b></p><p>Speculative bubble?</p><p>Thanks to the popularity of AI, concept stocks related to US stocks have risen sharply.</p><p>For example, BuzzFeed, a digital media company known as the US version of headlines, has not been ideal in the past year, and its stock price has plummeted. But in the past week, it was reported that the company plans to use the artificial intelligence program ChatGPT to assist in content creation.<b>With the continuous surge, the stock price once soared 300% in two days.</b></p><p><img src=\"https://static.tigerbbs.com/d18c859e207a5c0fcdc1002deb07fe95\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Similarly, artificial intelligence software provider C3. AI Inc has also received much attention, and its shares have fallen sharply since it went public more than two years ago. However, since C3. ai announced the integration of ChatGPT into its products at the end of January,<b>The stock surged sharply, more than doubling since Jan. 5.</b></p><p><img src=\"https://static.tigerbbs.com/108672a65d8b7c7e64da401cef5f5d3b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>As the \"shovel seller\" of the AI industry, providing key chip support<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>In the past January, it rose by 33%, which is also its highest increase in the past six years.</p><p>However, signs of a speculative bubble also seem to be emerging, with BuzzFeed's share price wiped 40% from last week's intraday high. It is worth mentioning that in the blockchain wave, a US-listed company named Long Island Iced Tea changed its name to \"Long Blockchain\" at that time. Although it once soared by 500%, it did not escape the fate of delisting.</p><p><b>Cowen analyst John Blackledge pointed to BuzzFeed's uncertainty in monetizing short video content and its vulnerability to reduced digital ad spend amid a weak consumer spending environment.</b></p><p><b>Regarding the company's recent move to introduce AI technology, John said that while AI could ultimately help BZFD generate more content at a lower cost, the impact of AI adoption is unclear.</b></p><p>Pursuing long-term value?</p><p>The launch of OpenAI's chatbot ChatGPT has made the market see the huge potential of AI applications.</p><p>At present, the commercialization of AI continues to accelerate. Soochow analysts pointed out that in March 2021, GPT-3, also a subsidiary of OpenAI, had 300 + application customers 9 months after its launch, covering intelligent customer service, education and scientific research, Games, search engines, etc.</p><p>ChatGPT based on GPT-3. 5 has better performance and higher attention, which can further help enterprises and individuals save time and resources, and the application space behind it is expected to be broader.</p><p><b>according to<a href=\"https://laohu8.com/S/UBS\">UBS</a>It is estimated that the monthly active users of ChatGPT have exceeded 100 million in January this year, and UBS said that the entire market size of generative artificial intelligence applications may be as high as US $1 trillion, and the potential development space is attracting an influx of investors.</b></p><p><b>In addition, giants have also increased their stakes in this field.</b>Meta CEO Zuckerberg recently said that one of its main goals is to become a leader in generative artificial intelligence. Alphabet CEO Pichai said at this week's earnings call that the journey to artificial intelligence has just begun and the best is yet to come. Snap CEO Evan Spieger believes that generative artificial intelligence is a \"huge opportunity\" and has already invested a lot of money.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3681193\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4528":"SaaS概念","BK4023":"应用软件","BZFD":"Buzzfeed","AI":"C3.ai, Inc.","BK4543":"AI","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3681193","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173392322","content_text":"随着ChatGPT火爆出圈，美股市场掀起AI炒作盛宴，“美版头条”BuzzFeed两天暴涨300%，C3.ai 股价翻了一番多。每当一个概念变得炙手可热，资本市场总是会剧烈波动，掀起疯狂的炒作盛宴。随着OpenAI旗下聊天机器人ChatGPT爆红，美股投资者迅速开始狂热炒作，在该赛道有所布局的企业无一例外受到了热捧。百度美股一度大涨逾10%，“美版头条”BuzzFeed两天暴涨300%，C3.ai股价翻了一番多......这股热潮不禁让人回想起了20世纪90年代末的大麻热潮和加密热潮，甚至是网络泡沫。投资者们纷纷涌入股市，随后提出问题。那么经典的争论来了，这波ChatGPT炒作热潮是投机泡沫还是追求长期价值？事实上，AI并不是新鲜事，AI股票进入公开市场已有几年了。当前，AI技术已应用于各种领域，交互式聊天机器人，自动驾驶、机器人、仓储，甚至是在线写作。毫无疑问，人工智能将继续发展，从长远来看，它将带来一些根本性的变化。但就目前而言，相关股票价值真的如当前股价所体现的吗？部分分析师认为，这项技术还不成熟，其落地应用仍然不稳定，而且投资仍然具有高度投机性。投机泡沫？得益于AI的火爆，美股相关概念股大幅上涨。例如，有美版头条之称的数字媒体公司BuzzFeed，在过去的一年并不理想，股价大跌。但近一周，有消息称，该公司计划采用人工智能程序 ChatGPT 协助内容创作，股价随着连续大涨，曾在两天内暴涨300%。同样的，人工智能软件提供商C3.AI Inc也备受关注，自两年多前上市以来，C3.ai的股价大幅下跌。然而，自1月底C3.ai宣布将ChatGPT集成到其产品中，该股股价大幅飙升，自1月5日以来翻了一番多。作为AI产业的“卖铲人”，提供关键芯片支持的英伟达在刚刚过去的1月大涨33%，这也是其近6年来涨幅最高的一个月。然而，投机泡沫的迹象似乎也正显现，BuzzFeed的股价已从上周的盘中高点抹去40%。值得一提的，在区块链浪潮中，当时一家名为长岛冰茶的美股上市公司将名称改为“长区块链”，尽管一度暴涨500%也没逃过退市的命运。Cowen分析师John Blackledge指出，BuzzFeed在短视频内容货币化方面存在不确定性，以及在消费者支出环境疲软的情况下，其易受数字广告支出减少的影响。对于该公司最近引入人工智能技术的举措，John表示，虽然人工智能最终可以帮助BZFD以更低的成本生成更多内容，但目前还不清楚采用人工智能的影响。追求长期价值？OpenAI旗下聊天机器人ChatGPT的上线，令市场看到了AI应用的巨大潜力。当下AI商业化落地不断提速，东吴分析师指出，2021年3月，同为OpenAI旗下的GPT-3在上线9个月后已经有了300+ 应用客户，领域涵盖智能客服、教育与科研、游戏、搜索引擎等。而基于GPT-3.5的ChatGPT具备更出色的表现和更高的关注度，能够进一步帮助企业、个人节省时间和资源，其背后的的应用空间有望更为广阔。根据瑞银预计，ChatGPT的月活跃用户已在今年1月份突破1亿，且瑞银称整个生成式人工智能应用程序的市场规模或高达1万亿美元，潜在的发展空间正吸引投资者涌入。此外，巨头也纷纷在该领域加码。Meta CEO扎克伯格最近表示，其主要目标之一是成为生成式人工智能领域的领导者。Alphabet CEO皮查伊在本周的电话财报会议上表示，人工智能之旅才刚刚开始，最好的还在后面。Snap首席执行官埃文·斯皮格则认为，生成式人工智能是一个“巨大的机会”，并已经投入大量资金。","news_type":1,"symbols_score_info":{"BZFD":0.9,"AI":0.9}},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955559483,"gmtCreate":1675597616143,"gmtModify":1676539008746,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955559483","repostId":"2309740668","repostType":4,"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955559597,"gmtCreate":1675597603219,"gmtModify":1676539008738,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955559597","repostId":"1121837476","repostType":4,"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955559229,"gmtCreate":1675597587761,"gmtModify":1676539008738,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955559229","repostId":"1180519288","repostType":4,"repost":{"id":"1180519288","kind":"news","pubTimestamp":1675582362,"share":"https://ttm.financial/m/news/1180519288?lang=en_US&edition=fundamental","pubTime":"2023-02-05 15:32","market":"us","language":"zh","title":"Big money is back! From stocks to bonds, \"greed\" can be felt everywhere in the US market.","url":"https://stock-news.laohu8.com/highlight/detail?id=1180519288","media":"华尔街见闻","summary":"随着市场押注加息周期渐入尾声，美股恐惧与贪婪指数（Fear & Greed Index）上周五升至76点，进入“极端贪婪”水平。随着市场押注美联储加息周期渐入尾声，FOMO（Fear of Missi","content":"<p><html><head></head><body><b>As the market bets that the rate hike cycle is coming to an end, the U.S. stock Fear & Greed Index (Fear & Greed Index) rose to 76 points on Friday, entering the \"extreme greed\" level.</b>FOMO (Fear of Missing Out) sentiment is beginning to dominate the market again as the market bets that the Fed's rate hike cycle is drawing to a close. From the bond market to the stock market, large amounts of funds began to flow back.</p><p>For most of 2022, corporate bond investors have been in a delicate situation: they have to avoid the Fed's rate hike and negative inflation data while providing additional returns. The dilemma has caused many investors to hold their currencies on the sidelines.</p><p>But going into 2023, things seem to have changed. Oracle issued bonds last week to refinance a bridge loan to acquire electronic medical records company Cerner. The company initially planned to raise $4 billion, but eventually $40 billion poured into the market to participate in the offering. The warm market atmosphere enabled Oracle Bone Inscriptions not only to successfully complete the issuance, but also to pay a lower new issue concession.</p><p>Usually, when a company issues new bonds, the bond issuer will give primary investors additional preferential basis points based on the market's expected yield, thus generating a new bond premium relative to the secondary market. In 2022, the average preferential basis point given by new U.S. bond issuances will be +13bp, while Oracle's payment this time will only be-11bp.<b>This means investors are effectively giving up some of the proceeds that would have been theirs in order to get Oracle's bonds.</b></p><p>Oracle's case is not isolated. In the past week, the U.S. corporate bond market issued more than US $18 billion in new bonds. Investors' subscription scale reached five times the circulation, and the average discount margin was only-1bp. All of this shows that,<b>With the US Treasury yields likely to peak, fixed-income fund managers are beginning to re-enter the market to snap up bonds.</b></p><p>Corporate bonds aren't the only market where big money is returning. In the mortgage debt (CLO) market, Japan's Norinchukin Bank is planning to resume purchases. As one of the largest buyers of CLOs in the world, Norinchukin temporarily suspended CLO purchases last year due to market chaos caused by British pensions. Against the backdrop of improving demand, the circulation of CLOs in the United States has exceeded US $10.5 billion this year, higher than the level of US $7.5 billion in the same period last year.</p><p>The situation in the stock market is similar.<b>As the market bets that the rate hike cycle is coming to an end, U.S. stocks have rebounded strongly recently. CNN's Fear & Greed Index rose to 76 points on Friday, entering the \"extreme greed\" level.</b>In contrast, the index remained at the \"fear\" level of 38 points in January.</p><p><img src=\"https://static.tigerbbs.com/3126d061ff13b9fc5df3ab787f14a44f\" tg-width=\"640\" tg-height=\"469\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The strong U.S. stock rally also caught many hedge funds off guard, forcing them to exit bearish bets at the fastest pace in years. According to calculations by Goldman Sachs Prime, hedge fund short covering on February 3 was the largest since November 2015, even surpassing the retail investor frenzy in January 2021.</p><p>Although the bullish sentiment in the market is enthusiastic, some institutional investors remain cautious.</p><p>Michael Hartnett, the analyst who predicts the trend of U.S. stocks most accurately in 2022 and a strategist at Bank of America, believes that the rise in U.S. stocks has gone too far, and the S&P 500 will hit a high point in mid-February. If U.S. economic growth is weak in the second half of the year, investors will experience a tragic decline. It suggests that investors can consider stopping profits and leaving the market after 4200 points.</p><p>Paul Singer, the founder of Elliott and a famous hedge fund manager, also holds a similar view. It warned in a closed meeting,<b>The aggressive monetary and fiscal policy implemented by the Federal Reserve for more than 10 years cannot be resolved in one year</b>At present, many valuation indicators are still higher than those during the Internet bubble in 2000, and the bear market in U.S. stocks has not yet ended.</p><p></body></html></p>","source":"wallstreetcn_api","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>Big money is back! From stocks to bonds, \"greed\" can be felt everywhere in the US market.</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\">\nBig money is back! From stocks to bonds, \"greed\" can be felt everywhere in the US market.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-05 15:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>As the market bets that the rate hike cycle is coming to an end, the U.S. stock Fear & Greed Index (Fear & Greed Index) rose to 76 points on Friday, entering the \"extreme greed\" level.</b>FOMO (Fear of Missing Out) sentiment is beginning to dominate the market again as the market bets that the Fed's rate hike cycle is drawing to a close. From the bond market to the stock market, large amounts of funds began to flow back.</p><p>For most of 2022, corporate bond investors have been in a delicate situation: they have to avoid the Fed's rate hike and negative inflation data while providing additional returns. The dilemma has caused many investors to hold their currencies on the sidelines.</p><p>But going into 2023, things seem to have changed. Oracle issued bonds last week to refinance a bridge loan to acquire electronic medical records company Cerner. The company initially planned to raise $4 billion, but eventually $40 billion poured into the market to participate in the offering. The warm market atmosphere enabled Oracle Bone Inscriptions not only to successfully complete the issuance, but also to pay a lower new issue concession.</p><p>Usually, when a company issues new bonds, the bond issuer will give primary investors additional preferential basis points based on the market's expected yield, thus generating a new bond premium relative to the secondary market. In 2022, the average preferential basis point given by new U.S. bond issuances will be +13bp, while Oracle's payment this time will only be-11bp.<b>This means investors are effectively giving up some of the proceeds that would have been theirs in order to get Oracle's bonds.</b></p><p>Oracle's case is not isolated. In the past week, the U.S. corporate bond market issued more than US $18 billion in new bonds. Investors' subscription scale reached five times the circulation, and the average discount margin was only-1bp. All of this shows that,<b>With the US Treasury yields likely to peak, fixed-income fund managers are beginning to re-enter the market to snap up bonds.</b></p><p>Corporate bonds aren't the only market where big money is returning. In the mortgage debt (CLO) market, Japan's Norinchukin Bank is planning to resume purchases. As one of the largest buyers of CLOs in the world, Norinchukin temporarily suspended CLO purchases last year due to market chaos caused by British pensions. Against the backdrop of improving demand, the circulation of CLOs in the United States has exceeded US $10.5 billion this year, higher than the level of US $7.5 billion in the same period last year.</p><p>The situation in the stock market is similar.<b>As the market bets that the rate hike cycle is coming to an end, U.S. stocks have rebounded strongly recently. CNN's Fear & Greed Index rose to 76 points on Friday, entering the \"extreme greed\" level.</b>In contrast, the index remained at the \"fear\" level of 38 points in January.</p><p><img src=\"https://static.tigerbbs.com/3126d061ff13b9fc5df3ab787f14a44f\" tg-width=\"640\" tg-height=\"469\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The strong U.S. stock rally also caught many hedge funds off guard, forcing them to exit bearish bets at the fastest pace in years. According to calculations by Goldman Sachs Prime, hedge fund short covering on February 3 was the largest since November 2015, even surpassing the retail investor frenzy in January 2021.</p><p>Although the bullish sentiment in the market is enthusiastic, some institutional investors remain cautious.</p><p>Michael Hartnett, the analyst who predicts the trend of U.S. stocks most accurately in 2022 and a strategist at Bank of America, believes that the rise in U.S. stocks has gone too far, and the S&P 500 will hit a high point in mid-February. If U.S. economic growth is weak in the second half of the year, investors will experience a tragic decline. It suggests that investors can consider stopping profits and leaving the market after 4200 points.</p><p>Paul Singer, the founder of Elliott and a famous hedge fund manager, also holds a similar view. It warned in a closed meeting,<b>The aggressive monetary and fiscal policy implemented by the Federal Reserve for more than 10 years cannot be resolved in one year</b>At present, many valuation indicators are still higher than those during the Internet bubble in 2000, and the bear market in U.S. stocks has not yet ended.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3681195\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3681195","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180519288","content_text":"随着市场押注加息周期渐入尾声，美股恐惧与贪婪指数（Fear & Greed Index）上周五升至76点，进入“极端贪婪”水平。随着市场押注美联储加息周期渐入尾声，FOMO（Fear of Missing Out，错失恐惧）情绪开始重新主导市场。从债市到股市，大额资金开始重新回流。在2022年的大部分时间里，公司债投资者处境微妙：既要躲避美联储加息和负面通胀数据，又要提供额外的收益，两难的境遇使得不少投资者持币观望。但进入2023年，情况似乎有所变化。甲骨文公司上周发行债券，为收购电子医疗记录公司Cerner的过桥贷款进行再融资。公司最初计划筹集40亿美元，但最终有400亿美元涌入市场参与发行。热烈的市场氛围使得甲骨文不仅顺利完成发行，公司最终支付的新债溢价（new issue concession）也较低。通常情况下，当公司进行新债发行时，债券发行者会在市场期望收益率基础上给一级投资者额外的优惠基点，从而产生相对于二级市场的新债溢价。在2022年，美国新债发行给予的平均优惠基点为+13bp，而甲骨文这次付出仅为-11bp，这意味着投资者实际上放弃了原本属于他们的部分收益，以获得甲骨文的债券。甲骨文的情况并不孤立。在过去一周，美国公司债市场发行了超180亿美元的新债，投资者认购规模达到发行量的5倍，平均优惠幅度也仅为-1bp。所有这些都表明，伴随着美债利率可能见顶，固收基金经理开始重新入场抢购债券。公司债券并不是大资金回归的唯一市场。在抵押贷款债务（CLO）市场，日本的Norinchukin银行正计划恢复购买。作为全球CLO曾经的最大买家之一，受英国养老金引发的市场混乱影响，Norinchukin去年一度暂停了CLO购买。需求改善背景下，美国CLO发行量今年已突破105亿美元，高于去年同期75亿美元的水平。股票市场的情况也是类似。随着市场押注加息周期渐入尾声，美股近期强劲反弹。CNN的恐惧与贪婪指数“Fear & Greed Index”上周五升至76点，进入“极端贪婪”水平，与之相对，此前1月该指数还维持在“恐惧”水平的38点。强劲的美股反弹也令许多对冲基金措手不及，被迫以多年来最快的速度退出看跌押注。据高盛Prime部门计算，2月3日当日的对冲基金空头回补是自2015年11月以来规模最大的一次，甚至超过了2021年1月的散户狂潮。虽然市场看涨情绪热烈，但部分机构投资者依然保持谨慎。2022年对美股走势预判最精准的分析师、美国银行策略分析师Michael Hartnett认为，美股涨势已经过头，标普500将在2月中旬触及高点，如果下半年美国经济增长乏力，投资者将会经历惨烈的下跌。其建议投资者可考虑于4200点后止赚离场。Elliott创办人、著名对冲基金经理Paul Singer也持类似观点。其在非公开会议中警告，美联储实行超过10年的激进货币和财政政策不可能在1年内化解，目前不少估值指标，仍高于2000年互联网泡沫时期，美股熊市尚未束。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955559676,"gmtCreate":1675597570996,"gmtModify":1676539008737,"author":{"id":"3576892531232178","authorId":"3576892531232178","name":"uiv","avatar":"https://community-static.tradeup.com/news/522ae5f11b7bc763293c30c3a20671c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576892531232178","idStr":"3576892531232178"},"themes":[],"htmlText":"👌🏻","listText":"👌🏻","text":"👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955559676","repostId":"1146197170","repostType":4,"repost":{"id":"1146197170","kind":"news","pubTimestamp":1675592060,"share":"https://ttm.financial/m/news/1146197170?lang=en_US&edition=fundamental","pubTime":"2023-02-05 18:14","market":"other","language":"zh","title":"Real hammer short report key allegations! The US media added the \"last straw\" to India's richest man, and the Indian government had to come forward","url":"https://stock-news.laohu8.com/highlight/detail?id=1146197170","media":"华尔街见闻","summary":"Adani Power在其最新的季度报告中将毛里求斯公司Opal描述为独立股东，而“巧合”的是，Adani的哥哥Vinod Adani与Opal董事Ricardo Caillou同时被列为另一家公司的","content":"<p><html><head></head><body><b>Adani Power described Mauritian company Opal as an independent shareholder in its latest quarterly report, while \"coincidentally\" Adani's older brother Vinod Adani was listed as a board member of another company at the same time as Opal director Ricardo Caillou.</b>Since Hindenburg released the short-selling report on Adani Group, Indian billionaire Adani's net worth has been \"halved\", and the stock price of his company has plummeted. Now there is evidence that almost confirms the key allegations of the short-selling report!</p><p>On Saturday, a media investigation found that Opal, an independent Adani shareholder, had links to the Adani family, virtually confirming allegations that Adani used offshore companies to violate high holdings.</p><p>The continued fermentation of the Adani scandal not only had a disastrous impact on the Adani Group, but also intensified the volatility of the entire Indian stock market, and the Indian government had to come forward to appease the market.</p><p>The real hammer of the accusation: using offshore companies to violate regulations and highly control</p><p>It is reported that,<b>Opal Investment is one of the majority shareholders of Adani poewr, an energy company in Adani's business empire, and Adani Power in its latest quarterly report described Opal as an independent shareholder, i.e. not affiliated with Adani Group other than a 4.69% stake in Adani Power.</b></p><p>However, when the media reviewed the company documents, it was found that Opal was incorporated in Mauritius by Trustlink International Ltd., a financial services company associated with the Adani family, and that one of Trustlink's directors, Louis Ricardo Caillou, is not only a board member of Opal but also a board member of another Mauritian company, Krunal Trade & Investment Pvt. Ltd.<b>\"Coincidentally,\" Adani's brother, Vinod Adani, and Subir Mittra, CEO of Adani's family office, are also listed as members of the company's board.</b></p><p>According to the rules set by the Securities and Exchange Board of India, companies with less than 25% free float shares are at risk of being delisted. In the third quarter of the fiscal year ended March 31, Adani family members and companies publicly disclosed to be associated with Adani held 74.97% of Adani poewr shares, company documents show. While Opal's stake in Adani Power accounts for nearly 19% of independent shareholders' shares in Adani Power.</p><p><b>This discovery almost confirmed Hindenburg's key allegations and confirmed that Adani used offshore companies to hold high holdings in violation of regulations.</b>On Jan. 24, Hindenburg released a 104-page report last week accusing Adani of widespread fraud, including using shell companies to inflate share prices and ignoring India's shareholding rules.</p><p>Adani scandal continues to ferment, Indian government comes forward to appease market</p><p>Adani has \"bled\" hundreds of billions of dollars due to fraud allegations. According to FactSet data, the market value of seven listed companies in the Adani Group has decreased by a total of $108 billion since last Tuesday. Adani Group bond prices have mostly fallen to junk bond levels.</p><p><b>As the selling of Adani's assets intensified, which exacerbated the volatility of the Indian stock market and even had a negative impact on India as a whole, the Indian government had to come forward to appease investors.</b></p><p>The Securities and Exchange Board of India (SEBI) has noted that conglomerate stocks have experienced unusual volatility over the past week and has developed a clear and publicly available set of monitoring measures to address excessive volatility in specific stocks.</p><p>India's finance minister also personally stepped down, issuing a statement on Saturday to reassure the market, saying that regulators will do their duty and that the problems of Adani Group will not affect India's macro economy. Furthermore, opposition parties have demanded an investigation into the relationship between Adani and Prime Minister Modi.</p><p>The announcement comes a day after the National Stock Exchange of India decided to tighten trading controls on Adani Enterprises, Adani Ports and Ambuja Cements, raising margin requirements to curb short selling. Analysts said the sell-off at the group's companies dragged down India's otherwise strong Sensex index.</p><p>However, the crisis may be far from over. The continued sell-off of stocks and bonds, coupled with high bond interest rates and severely deteriorating financing channels, may plunge Adani Group into a \"death loop.\" Secondly, due to the huge size of the Adani Group and its complicated relationship with Indian politics, the negative impact of the Adani scandal on India as a whole will continue to ferment.</p><p></body></html></p>","source":"wallstreetcn_api","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>Real hammer short report key allegations! The US media added the \"last straw\" to India's richest man, and the Indian government had to come forward</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\">\nReal hammer short report key allegations! The US media added the \"last straw\" to India's richest man, and the Indian government had to come forward\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-05 18:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Adani Power described Mauritian company Opal as an independent shareholder in its latest quarterly report, while \"coincidentally\" Adani's older brother Vinod Adani was listed as a board member of another company at the same time as Opal director Ricardo Caillou.</b>Since Hindenburg released the short-selling report on Adani Group, Indian billionaire Adani's net worth has been \"halved\", and the stock price of his company has plummeted. Now there is evidence that almost confirms the key allegations of the short-selling report!</p><p>On Saturday, a media investigation found that Opal, an independent Adani shareholder, had links to the Adani family, virtually confirming allegations that Adani used offshore companies to violate high holdings.</p><p>The continued fermentation of the Adani scandal not only had a disastrous impact on the Adani Group, but also intensified the volatility of the entire Indian stock market, and the Indian government had to come forward to appease the market.</p><p>The real hammer of the accusation: using offshore companies to violate regulations and highly control</p><p>It is reported that,<b>Opal Investment is one of the majority shareholders of Adani poewr, an energy company in Adani's business empire, and Adani Power in its latest quarterly report described Opal as an independent shareholder, i.e. not affiliated with Adani Group other than a 4.69% stake in Adani Power.</b></p><p>However, when the media reviewed the company documents, it was found that Opal was incorporated in Mauritius by Trustlink International Ltd., a financial services company associated with the Adani family, and that one of Trustlink's directors, Louis Ricardo Caillou, is not only a board member of Opal but also a board member of another Mauritian company, Krunal Trade & Investment Pvt. Ltd.<b>\"Coincidentally,\" Adani's brother, Vinod Adani, and Subir Mittra, CEO of Adani's family office, are also listed as members of the company's board.</b></p><p>According to the rules set by the Securities and Exchange Board of India, companies with less than 25% free float shares are at risk of being delisted. In the third quarter of the fiscal year ended March 31, Adani family members and companies publicly disclosed to be associated with Adani held 74.97% of Adani poewr shares, company documents show. While Opal's stake in Adani Power accounts for nearly 19% of independent shareholders' shares in Adani Power.</p><p><b>This discovery almost confirmed Hindenburg's key allegations and confirmed that Adani used offshore companies to hold high holdings in violation of regulations.</b>On Jan. 24, Hindenburg released a 104-page report last week accusing Adani of widespread fraud, including using shell companies to inflate share prices and ignoring India's shareholding rules.</p><p>Adani scandal continues to ferment, Indian government comes forward to appease market</p><p>Adani has \"bled\" hundreds of billions of dollars due to fraud allegations. According to FactSet data, the market value of seven listed companies in the Adani Group has decreased by a total of $108 billion since last Tuesday. Adani Group bond prices have mostly fallen to junk bond levels.</p><p><b>As the selling of Adani's assets intensified, which exacerbated the volatility of the Indian stock market and even had a negative impact on India as a whole, the Indian government had to come forward to appease investors.</b></p><p>The Securities and Exchange Board of India (SEBI) has noted that conglomerate stocks have experienced unusual volatility over the past week and has developed a clear and publicly available set of monitoring measures to address excessive volatility in specific stocks.</p><p>India's finance minister also personally stepped down, issuing a statement on Saturday to reassure the market, saying that regulators will do their duty and that the problems of Adani Group will not affect India's macro economy. Furthermore, opposition parties have demanded an investigation into the relationship between Adani and Prime Minister Modi.</p><p>The announcement comes a day after the National Stock Exchange of India decided to tighten trading controls on Adani Enterprises, Adani Ports and Ambuja Cements, raising margin requirements to curb short selling. Analysts said the sell-off at the group's companies dragged down India's otherwise strong Sensex index.</p><p>However, the crisis may be far from over. The continued sell-off of stocks and bonds, coupled with high bond interest rates and severely deteriorating financing channels, may plunge Adani Group into a \"death loop.\" Secondly, due to the huge size of the Adani Group and its complicated relationship with Indian politics, the negative impact of the Adani scandal on India as a whole will continue to ferment.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3681202\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/726be8ee1c947cd00b8202879a078437","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3681202","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146197170","content_text":"Adani Power在其最新的季度报告中将毛里求斯公司Opal描述为独立股东，而“巧合”的是，Adani的哥哥Vinod Adani与Opal董事Ricardo Caillou同时被列为另一家公司的董事会成员。自兴登堡发布对Adani集团的做空报告以来，印度亿万富翁Adani身家遭“腰斩”，旗下公司股价暴跌，如今有证据几乎实锤做空报告的关键指控！周六，媒体调查发现，Adani独立股东Opal与Adani家族存在联系，几乎证实了Adani利用离岸公司违规高度控股的指控。Adani丑闻持续发酵不仅给Adani集团带来灾难性的影响，也令整个印度股市波动加剧，印度政府不得不出面安抚市场。指控实锤：利用离岸公司违规高度控股据悉，Opal Investment是Adani商业帝国中的能源公司Adani poewr的大股东之一，Adani Power在其最新的季度报告中将Opal描述为独立股东，即除持有Adani power 4.69%的股份外，与Adani集团没有任何关系。然而，媒体在审查公司文件时发现，Opal是由Trustlink International Ltd.在毛里求斯注册成立的，Trustlink是一家与Adani家族有关联的金融服务公司，Trustlink的董事之一Louis Ricardo Caillou，不仅是Opal的董事会成员，同时还是另一家毛里求斯公司Krunal Trade & Investment Pvt.Ltd.的董事会成员。“巧合”的是，Adani的哥哥Vinod Adani和Adani家族理财办公室首席执行官Subir Mittra也被列为该公司董事会成员。根据印度证券交易委员会制定的规则，少于25%自由流通股份的公司有被退市的风险。公司文件显示，在截至3月31日财政年度的第三季度中，Adani家族成员和公开披露与Adani有关的公司持有74.97%的Adani poewr股份。而Opal在Adani Power的股份占Adani Power中独立股东股份的近19%。这一发现几乎实锤了兴登堡的关键指控，证实了Adani利用离岸公司违规高度控股。1月24日，兴登堡上周发布了一份长达104页的报告，指控阿达尼集团存在范围广泛的欺诈行为，包括利用空壳公司抬高股价以及无视印度的持股规则。Adani丑闻持续发酵 印度政府出面安抚市场由于欺诈指控，Adani公司“失血”上千亿美元，根据FactSet的数据，自上周二以来，Adani集团七家上市公司的市值总共减少了1080亿美元。Adani集团债券价格大多已跌至垃圾债水平。随着Adani资产抛售力度加大，加剧了印度股市的波动，甚至给整个印度带来了负面影响，印度政府不得不出面安抚投资者。印度证券交易委员会（SEBI）指出，过去一周，企业集团股票出现异常波动，已经制定了一套明确的、公开可用的监控措施，解决特定股票的过度波动。印度财长也亲自下场，在周六发布声明安抚市场，称监管机构将尽职尽责，Adani集团的问题不会影响印度的宏观经济。此外，反对党已要求调查Adani和总理莫迪之间的关系。在声明发布前一天，印度国家证券交易所决定加强对Adani Enterprises、Adani Ports和Ambuja 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href=\"https://ttm.financial/S/SPCE\">$维珍银河(SPCE)$</a>up","text":"$维珍银河(SPCE)$up","images":[{"img":"https://community-static.tradeup.com/news/479eb1c5f7df9fd9bf9cd7a327763352","width":"750","height":"1704"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9080345749","isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575318222868101","authorId":"3575318222868101","name":"vaztan","avatar":"https://static.tigerbbs.com/972c075f63310a3140cf0ac0cb71158c","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3575318222868101","idStr":"3575318222868101"},"content":"This stock will not trend upward till they launch another flight. In the meantime it will be volatile trending .So we relax and go for the ride","text":"This stock will not trend upward till they launch another flight. In the meantime it will be volatile trending .So we relax and go for the ride","html":"This stock will not trend upward till they launch another flight. 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