Lydia26 personal page - To The Moon

Lydia26

Lydia26

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2022-11-17

Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands] [ShakeHands] [ShakeHands]

2022-10-30

[Surprised]

2022-08-02

Happy 57th Birthday. Stronger together, Majulah Singapura. Is great and enjoyable at float.

2022-06-27

SURE....

$30 billion, the catalyst for a big rise appears! S&P Will Break 4000?

2022-06-26

SAD.😇😇😇

This round of bear market is unusual: the traditional hedging tools of U.S. stocks have failed?

2022-04-16

Yes..😉

@BenjiFuji:Investing conundrums [Part 1]

2022-04-15

Hello

2022-04-15

🙃🙃🙃grab it???

@Success88:Comfort and Grab

2022-04-14

Hello

2021-08-05

Oh..all,,??

Job cuts at U.S. challenger companies hit new low since July 2000 in July

2021-07-20

??

Cloud Computing Awesome, IBM Has Strongest Revenue Growth in Three Years

Go to Tiger App to see more news

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Keep improve and growth up ang up.[ShakeHands]&nbsp;[ShakeHands]&nbsp;[ShakeHands]&nbsp;","listText":"Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands]&nbsp;[ShakeHands]&nbsp;[ShakeHands]&nbsp;","text":"Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands] [ShakeHands] [ShakeHands]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963207315","isVote":1,"tweetType":1,"viewCount":3096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982944662,"gmtCreate":1667091246956,"gmtModify":1676537858412,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982944662","isVote":1,"tweetType":1,"viewCount":2447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908751076,"gmtCreate":1659445120097,"gmtModify":1705980409578,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Happy 57th Birthday. 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Is great and enjoyable at float.","images":[{"img":"https://community-static.tradeup.com/news/17419663a62ea49546396bf38e0fa9f3","width":"4000","height":"3000"},{"img":"https://community-static.tradeup.com/news/379ca1ab2891db46235c9820b8912b61","width":"4000","height":"3000"},{"img":"https://community-static.tradeup.com/news/bf82308a0855be2731d8c18f45f3dec9","width":"4000","height":"3000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908751076","isVote":1,"tweetType":1,"viewCount":2867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":9046002428,"gmtCreate":1656282040064,"gmtModify":1676535795416,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"SURE....","listText":"SURE....","text":"SURE....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046002428","repostId":"1195689289","repostType":4,"repost":{"id":"1195689289","kind":"news","pubTimestamp":1656237157,"share":"https://ttm.financial/m/news/1195689289?lang=en_US&edition=fundamental","pubTime":"2022-06-26 17:52","market":"us","language":"zh","title":"$30 billion, the catalyst for a big rise appears! S&P Will Break 4000?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195689289","media":"美股投资网","summary":"投资者应做好准备，迎接2022年下半年股市的强劲回报。","content":"<p><html><head></head><body>The preliminary manufacturing PMI in June released by the United States on Thursday recorded 52.4, a 23-month low, far below the market expectation of 56 and 57 in May. The release of this data undoubtedly poured cold water on the rate hike of the Federal Reserve. In addition, the market's expectation for rate hike cooled down significantly. US stocks closed sharply higher on Friday, and all three major stock indexes rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/f7d2d1a936669d32f21de6323405afcc\" tg-width=\"1002\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>It is also worth noting that another potential catalyst for the surge of U.S. stocks at the end of the month has appeared:<b>According to the estimates of Goldman Sachs' trading department, considering the trend of stocks and bonds this month and this quarter, about $30 billion of U.S. stock assets may usher in a net inflow of U.S. pension rebalancing funds this month and this quarter.</b></p><p><img src=\"https://static.tigerbbs.com/6128fae0aee597de10a3d5144016d161\" tg-width=\"1080\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p>Wall Street dead bulls, with Marko Kolanovic, chief strategist at JPMorgan Chase, pointing out in a note that the U.S. economy will have a \"soft landing,\"<b>Investors should brace for strong returns for stocks in the second half of 2022.</b>And in a note co-written with JPMorgan analyst Bram Kaplan, he said: Month-end and quarter-end (pension) rebalancing may push stocks up 7%, in the process will push the S&P index back to and well above 4,000 points.</p><p>The following extracts are from the report:</p><p><i>This year the impact of rebalances has been significant due to large market moves and low liquidity. For example, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</i></p><p><i>Let's look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).</i></p><p>Rebalancing isn't the only driver, says Marko Kolanovic. At the same time, bonds will be under modest downward pressure from rebalancing, and rising yields may further lead investors to shift to cyclical stocks (away from defensive stocks). Or it could lead to another broad sell-off.</p><p>In addition, Marko Kolanovic believes that the US inflation rate is expected to halve in the second half of this year, the US economy will avoid recession, and the stock market will rebound strongly. But all these predictions have a premise, that is, a ceasefire between Russia and Ukraine. Only a ceasefire between Russia and Ukraine is likely to cause such a sharp drop in inflation.</p><p>Current Many countries, including Russia, are already fully aware of the economic costs of the conflict, while investors and consumers alike are desperate for inflation to fall after supply chain disruptions and pandemic restrictions drove inflation to a 40-year high. Kolanovic believes there will be a ceasefire in the Russia-Ukraine conflict in the second half of the year.</p><p>In May this year, JPMorgan Chase estimated that $250 billion of funds would flow into the stock market by the end of June. The increase of cash allocation, a large number of short selling behaviors and the \"oversold state\" of the market may further support the upward trend of the stock market, which is expected to further deviate the U.S. benchmark stock index from the bear market zone.</p><p>Pensions buying stocks means pensions selling bonds, as Deutsche Bank fixed income analyst Steve Zeng predicted in a note. He estimated through DB's static-weighted model that public and private pensions would sell $85 billion in fixed income this quarter with the S&P 500 down 19% and the total bond index only \"slipping\" 6%.</p><p><img src=\"https://static.tigerbbs.com/46ae048c11f8e1e3176c9044a0b02094\" tg-width=\"500\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Steve Zeng pointed out that the rebalancing of pensions may further weaken the long-term interest rate, which has been continuously hit by high inflation and the hawkish Federal Reserve. Therefore, it is tactically significant for the 5-year/30-year US bond yield curve to be steep in the short term, especially if people think that the data in the next two weeks may be soft.</p><p>In addition, Goldman Sachs trader Matt Fleury also expressed \"tactical\" bullish. He said that U.S. stocks are oversold and may rebound from now to early July, but he did not change his long-term bearish view.</p><p><img src=\"https://static.tigerbbs.com/79f4342756a5361b8b75557d56251ff8\" tg-width=\"1080\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p>Below we excerpt some of the key charts he highlighted in his notes:</p><p>1. 52-week highs and lows of the S&P 500 index:</p><p><img src=\"https://static.tigerbbs.com/91b0d85813ccb582f01cfe4ebe85fea2\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>2. SPX company with 9d RSI has 345 oversold:</p><p><img src=\"https://static.tigerbbs.com/72a53f576f14f5d2b6bf892cf0c545f3\" tg-width=\"500\" tg-height=\"91\" referrerpolicy=\"no-referrer\"/></p><p>If the RSI stays at 14d in the middle of next week, the result will look like this:</p><p><img src=\"https://static.tigerbbs.com/6ebd69e18e7f5ce351792326bc0d51e1\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/></p><p>3. We have now digested the expectation of a sharp earnings reduction:</p><p><img src=\"https://static.tigerbbs.com/8e7c9ed1622449421bc96b4bacca556b\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>4. The proportion of stocks in the SPX500 index that exceed the 50-day moving average:</p><p><img src=\"https://static.tigerbbs.com/88e285f7241c070dc95e01afa5172094\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>5.Percentage of stocks whose share price has fallen to a 52-week low:</p><p><img src=\"https://static.tigerbbs.com/6bcb7407b7244fecc223b00aed79258f\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>6. Bid on FAAMG Bullish call Has Evaporated</p><p><img src=\"https://static.tigerbbs.com/902a965ec258ffd68684911bfe59ee7e\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>As for how this \"dead cat rally\" will continue, Hunter said: Potential bullish momentum signals on the weekly timeframe that could be triggered this Friday will strengthen the upward bias in the early weeks of summer. We believe this move will extend towards key resistance near 4100 during this time...</p><p></body></html></p>","source":"lsy1625014679106","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>$30 billion, the catalyst for a big rise appears! 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S&P Will Break 4000?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美股投资网</strong><span class=\"h-time small\">2022-06-26 17:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The preliminary manufacturing PMI in June released by the United States on Thursday recorded 52.4, a 23-month low, far below the market expectation of 56 and 57 in May. The release of this data undoubtedly poured cold water on the rate hike of the Federal Reserve. In addition, the market's expectation for rate hike cooled down significantly. US stocks closed sharply higher on Friday, and all three major stock indexes rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/f7d2d1a936669d32f21de6323405afcc\" tg-width=\"1002\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>It is also worth noting that another potential catalyst for the surge of U.S. stocks at the end of the month has appeared:<b>According to the estimates of Goldman Sachs' trading department, considering the trend of stocks and bonds this month and this quarter, about $30 billion of U.S. stock assets may usher in a net inflow of U.S. pension rebalancing funds this month and this quarter.</b></p><p><img src=\"https://static.tigerbbs.com/6128fae0aee597de10a3d5144016d161\" tg-width=\"1080\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p>Wall Street dead bulls, with Marko Kolanovic, chief strategist at JPMorgan Chase, pointing out in a note that the U.S. economy will have a \"soft landing,\"<b>Investors should brace for strong returns for stocks in the second half of 2022.</b>And in a note co-written with JPMorgan analyst Bram Kaplan, he said: Month-end and quarter-end (pension) rebalancing may push stocks up 7%, in the process will push the S&P index back to and well above 4,000 points.</p><p>The following extracts are from the report:</p><p><i>This year the impact of rebalances has been significant due to large market moves and low liquidity. For example, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</i></p><p><i>Let's look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).</i></p><p>Rebalancing isn't the only driver, says Marko Kolanovic. At the same time, bonds will be under modest downward pressure from rebalancing, and rising yields may further lead investors to shift to cyclical stocks (away from defensive stocks). Or it could lead to another broad sell-off.</p><p>In addition, Marko Kolanovic believes that the US inflation rate is expected to halve in the second half of this year, the US economy will avoid recession, and the stock market will rebound strongly. But all these predictions have a premise, that is, a ceasefire between Russia and Ukraine. Only a ceasefire between Russia and Ukraine is likely to cause such a sharp drop in inflation.</p><p>Current Many countries, including Russia, are already fully aware of the economic costs of the conflict, while investors and consumers alike are desperate for inflation to fall after supply chain disruptions and pandemic restrictions drove inflation to a 40-year high. Kolanovic believes there will be a ceasefire in the Russia-Ukraine conflict in the second half of the year.</p><p>In May this year, JPMorgan Chase estimated that $250 billion of funds would flow into the stock market by the end of June. The increase of cash allocation, a large number of short selling behaviors and the \"oversold state\" of the market may further support the upward trend of the stock market, which is expected to further deviate the U.S. benchmark stock index from the bear market zone.</p><p>Pensions buying stocks means pensions selling bonds, as Deutsche Bank fixed income analyst Steve Zeng predicted in a note. He estimated through DB's static-weighted model that public and private pensions would sell $85 billion in fixed income this quarter with the S&P 500 down 19% and the total bond index only \"slipping\" 6%.</p><p><img src=\"https://static.tigerbbs.com/46ae048c11f8e1e3176c9044a0b02094\" tg-width=\"500\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Steve Zeng pointed out that the rebalancing of pensions may further weaken the long-term interest rate, which has been continuously hit by high inflation and the hawkish Federal Reserve. Therefore, it is tactically significant for the 5-year/30-year US bond yield curve to be steep in the short term, especially if people think that the data in the next two weeks may be soft.</p><p>In addition, Goldman Sachs trader Matt Fleury also expressed \"tactical\" bullish. He said that U.S. stocks are oversold and may rebound from now to early July, but he did not change his long-term bearish view.</p><p><img src=\"https://static.tigerbbs.com/79f4342756a5361b8b75557d56251ff8\" tg-width=\"1080\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p>Below we excerpt some of the key charts he highlighted in his notes:</p><p>1. 52-week highs and lows of the S&P 500 index:</p><p><img src=\"https://static.tigerbbs.com/91b0d85813ccb582f01cfe4ebe85fea2\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>2. SPX company with 9d RSI has 345 oversold:</p><p><img src=\"https://static.tigerbbs.com/72a53f576f14f5d2b6bf892cf0c545f3\" tg-width=\"500\" tg-height=\"91\" referrerpolicy=\"no-referrer\"/></p><p>If the RSI stays at 14d in the middle of next week, the result will look like this:</p><p><img src=\"https://static.tigerbbs.com/6ebd69e18e7f5ce351792326bc0d51e1\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/></p><p>3. We have now digested the expectation of a sharp earnings reduction:</p><p><img src=\"https://static.tigerbbs.com/8e7c9ed1622449421bc96b4bacca556b\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>4. The proportion of stocks in the SPX500 index that exceed the 50-day moving average:</p><p><img src=\"https://static.tigerbbs.com/88e285f7241c070dc95e01afa5172094\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>5.Percentage of stocks whose share price has fallen to a 52-week low:</p><p><img src=\"https://static.tigerbbs.com/6bcb7407b7244fecc223b00aed79258f\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>6. Bid on FAAMG Bullish call Has Evaporated</p><p><img src=\"https://static.tigerbbs.com/902a965ec258ffd68684911bfe59ee7e\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>As for how this \"dead cat rally\" will continue, Hunter said: Potential bullish momentum signals on the weekly timeframe that could be triggered this Friday will strengthen the upward bias in the early weeks of summer. We believe this move will extend towards key resistance near 4100 during this time...</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/idXY5CKE0-EwK7L5_JNUwg\">美股投资网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/idXY5CKE0-EwK7L5_JNUwg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195689289","content_text":"美国周四公布的6月制造业PMI初值录得52.4，刷新23个月低位，远低于市场预期的56和5月的57。这一数据的出炉无疑给美联储加息泼了一盆冷水，另市场对加息预期显著降温，美股周五大幅收高，三大股指均上涨5%以上。另外值得注意的是美股月末另一个潜在的大涨催化剂已经出现：根据高盛交易部门的估计，考虑到这个月和这个季度股票和债券的走势，本月和本季度或将有约300亿美元的美股资产将迎来美国养老金再平衡的资金净流入。华尔街死多头，摩根大通的首席策略师Marko Kolanovic在一份报告中指出，美国经济将“软着陆”，投资者应做好准备，迎接2022年下半年股市的强劲回报。并在与摩根大通分析师Bram Kaplan共同撰写的笔记中称：月末和季末的（养老金）再平衡可能推动股票上涨7%，在这个过程中将推动标普指数重返并远远超过4000点。以下摘录来自该报告:This year the impact of rebalances have been significant due to large market moves and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.Let’s look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).Marko Kolanovic 讲到，再平衡并不是唯一的驱动因素。与此同时，债券将受到再平衡带来的适度下行压力，收益率的上升可能会进一步导致投资者转向周期性股票(远离防御型股票)。或者这可能会导致又一轮广泛的抛售。另外Marko Kolanovic 认为今年下半年美国通胀率有望减半，美国经济将避免衰退，股市将强劲反弹。但所有这些预测都有一个前提，就是俄.乌实现停火。只有俄.乌停火，才有可能导致通胀率如此大幅的下跌.当前包括俄罗斯在内的许多国家已经充分意识到冲突的经济成本，同时在供应链中断和疫情限制推动通胀创下40年新高后，投资者和消费者都迫切希望通胀下降。Kolanovic认为下半年俄乌冲突将停火。今年5月，摩根大通就估计到6月底将有2,500亿美元资金流入股市，现金配置的增加、大量做空行为以及市场处于“超卖状态”，可能进一步支撑股市上行，从而有望使美国基准股指进一步偏离熊市区域。养老金买入股票意味着养老金卖出债券，德意志银行固定收益分析师Steve Zeng在一份报告中预测了这一点。他通过DB的静态权重模型估计，在标普500指数下跌19%、总债券指数仅“下滑”6%的情况下，本季度公共和私人养老金将卖出850亿美元的固定收益。另外Steve Zeng指出养老金的再平衡可能会进一步削弱长端利率，而长端利率已经被高企的通胀和鹰派的美联储所持续打击，因此5年期/30年期美债收益率曲线短期陡峭是有战术性意义的，特别是如果人们认为未来两周的数据可能会偏软。此外，高盛交易员Matt Fleury同样表示了\"战术性\"看涨，他表示美股超卖，从当前到7月初美股或将反弹，不过他并没有改变其长期看跌的观点。下面我们摘录了他在笔记中强调的一些关键图表：1.标普500指数52周高点以及低点：2. 带有9d RSI 的SPX公司有345超卖：如果下周中期RSI保持在14d，结果会是这样的：3. 我们现在已经消化了收益大幅下调的预期:4. SPX500指数中超过50日移动均线的股票比例:5. 股价跌至52周低点的股票比例:6. 对FAAMG看涨call的出价已经蒸发至于这波“死猫式反弹”将如何延续，Hunter表示：本周五可能触发的周线时间框架上的潜在看涨动能信号将增强夏季早期几周的上行倾向。我们认为，在这段时间内，这一举措将向4100附近的关键阻力位延伸......","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048606882,"gmtCreate":1656201361446,"gmtModify":1676535782457,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"SAD.😇😇😇","listText":"SAD.😇😇😇","text":"SAD.😇😇😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048606882","repostId":"1120278199","repostType":4,"repost":{"id":"1120278199","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1656137102,"share":"https://ttm.financial/m/news/1120278199?lang=en_US&edition=fundamental","pubTime":"2022-06-25 14:05","market":"us","language":"zh","title":"This round of bear market is unusual: the traditional hedging tools of U.S. stocks have failed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120278199","media":"华尔街见闻","summary":"有分析称，对冲工具不再奏效主要因为市场对加息预期的反复变化，“抛售趋势经常被反弹走势所打断”。在美联储激进加息和经济衰退担忧的影响下，标普500指数从年初高点暴跌超20%后陷入熊市。但是，美国周四PM","content":"<p><html><head></head><body>According to some analysts, hedging tools are no longer effective mainly because the market's expectations for rate hike change repeatedly, and \"the selling trend is often interrupted by the rebound trend\". The S&P 500 slipped into a bear market after plunging more than 20% from its early-year high amid the Fed's aggressive rate hike and recession fears.</p><p>However, the PMI data of the United States on Thursday poured cold water on the rate hike of the Federal Reserve, and the market's expectations for rate hike cooled down significantly, making the S&P 500 index rise the most in two years this week.</p><p><b>Traditional hedging tools that used to play a role in the U.S. stock collapse have now failed due to the recent repeated changes in investor expectations for rate hike.</b></p><p>In general, investors can use stock index futures, options and Treasury Bond to hedge, or use emotions to judge the bottom of the market.</p><p>However, this week's sudden rebound and accelerated upward trend of U.S. stocks not only reversed the three-week losing streak, but also cost investors who used hedging tools an expensive price.</p><p>Hedges such as puts, bearish sentiment and Treasury Bond have failed</p><p>Recently, other than the 5% price of the S&P 500, put options no longer work, and other hedging instruments have failed.</p><p>For example, in the first half of this year, the overall U.S. stock market fell sharply. In the past, this extremely pessimistic market sentiment in the process of investors' frantic selling would be regarded as a signal of buying against the trend. However, now the volatility of market sentiment makes the bearish sentiment reading no longer work.</p><p>Also failing is the Treasury Bond. In the past, investors used Treasury Bond to hedge themselves in bear markets, but now this hedging tool has also failed.</p><p>With<a href=\"https://laohu8.com/S/EEME\">iShares</a>Over 20 years Treasury Bond<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF | ETF</a>For example, during the 2020 stock market crash and the 2008-2009 financial crisis, the fund returned 14% and 18%, respectively, but this year the fund has fallen 24%, more than the S&P 500.</p><p>In this regard,<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>John Flahive, head of fixed income investing at Wealth Management, said:</p><p>We are in an unusual time, and one of the reasons why traditional hedging instruments are failing is that interest rates are being manipulated, and what we experienced in the first half of the year is this period of (interest rate) adjustment and the friction (iteration) that this change creates. Why are U.S. stock hedging instruments no longer working?</p><p>Some analysts believe that,<b>These hedging instruments unexpectedly failed because \"selling trends are often interrupted by rebounds\".</b></p><p>This counter-trend rally has slowed the pace of the overall downturn in U.S. stocks, which has made it harder for investors to make profits from out-of-the-money puts.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist Rocky Fishman explains:</p><p>We can compare this to a policy with a deductible, assuming that every month your house will suffer damage, but only modest damage, so you can't claim a lot from the insurance company every time, but you're paying premiums all the time.</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>This round of bear market is unusual: the traditional hedging tools of U.S. stocks have failed?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis round of bear market is unusual: the traditional hedging tools of U.S. stocks have failed?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-06-25 14:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to some analysts, hedging tools are no longer effective mainly because the market's expectations for rate hike change repeatedly, and \"the selling trend is often interrupted by the rebound trend\". The S&P 500 slipped into a bear market after plunging more than 20% from its early-year high amid the Fed's aggressive rate hike and recession fears.</p><p>However, the PMI data of the United States on Thursday poured cold water on the rate hike of the Federal Reserve, and the market's expectations for rate hike cooled down significantly, making the S&P 500 index rise the most in two years this week.</p><p><b>Traditional hedging tools that used to play a role in the U.S. stock collapse have now failed due to the recent repeated changes in investor expectations for rate hike.</b></p><p>In general, investors can use stock index futures, options and Treasury Bond to hedge, or use emotions to judge the bottom of the market.</p><p>However, this week's sudden rebound and accelerated upward trend of U.S. stocks not only reversed the three-week losing streak, but also cost investors who used hedging tools an expensive price.</p><p>Hedges such as puts, bearish sentiment and Treasury Bond have failed</p><p>Recently, other than the 5% price of the S&P 500, put options no longer work, and other hedging instruments have failed.</p><p>For example, in the first half of this year, the overall U.S. stock market fell sharply. In the past, this extremely pessimistic market sentiment in the process of investors' frantic selling would be regarded as a signal of buying against the trend. However, now the volatility of market sentiment makes the bearish sentiment reading no longer work.</p><p>Also failing is the Treasury Bond. In the past, investors used Treasury Bond to hedge themselves in bear markets, but now this hedging tool has also failed.</p><p>With<a href=\"https://laohu8.com/S/EEME\">iShares</a>Over 20 years Treasury Bond<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF | ETF</a>For example, during the 2020 stock market crash and the 2008-2009 financial crisis, the fund returned 14% and 18%, respectively, but this year the fund has fallen 24%, more than the S&P 500.</p><p>In this regard,<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>John Flahive, head of fixed income investing at Wealth Management, said:</p><p>We are in an unusual time, and one of the reasons why traditional hedging instruments are failing is that interest rates are being manipulated, and what we experienced in the first half of the year is this period of (interest rate) adjustment and the friction (iteration) that this change creates. Why are U.S. stock hedging instruments no longer working?</p><p>Some analysts believe that,<b>These hedging instruments unexpectedly failed because \"selling trends are often interrupted by rebounds\".</b></p><p>This counter-trend rally has slowed the pace of the overall downturn in U.S. stocks, which has made it harder for investors to make profits from out-of-the-money puts.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist Rocky Fishman explains:</p><p>We can compare this to a policy with a deductible, assuming that every month your house will suffer damage, but only modest damage, so you can't claim a lot from the insurance company every time, but you're paying premiums all the time.</body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"QQQ":"纳指100ETF","GS":"高盛","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF-ProShares","BK4552":"Archegos爆仓风波概念","SPXU":"三倍做空标普500ETF-ProShares","SPY":"标普500ETF","BK4559":"巴菲特持仓","PSFF":"Pacer Swan SOS Fund of Funds ETF","BK":"纽约梅隆银行",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120278199","content_text":"有分析称，对冲工具不再奏效主要因为市场对加息预期的反复变化，“抛售趋势经常被反弹走势所打断”。在美联储激进加息和经济衰退担忧的影响下，标普500指数从年初高点暴跌超20%后陷入熊市。但是，美国周四PMI数据给美联储加息泼了一盆冷水，市场对加息预期显著降温，使得标普500指数本周创两年来最大涨幅。由于近期投资者对加息预期的反复变化，过去在美股大跌中起作用的传统对冲工具如今都失灵了。一般而言，投资者可以利用股指期货、期权和国债进行对冲，或者利用情绪判断市场底部。然而本周美股突如其来的反弹并加速上行，不仅扭转了三周连跌的势头，也令使用对冲工具的投资者付出了昂贵的代价。看跌期权、看跌情绪和国债等对冲工具纷纷失效近期，除了标普500指数的5%价外看跌期权不再奏效，其他对冲工具也纷纷失灵。比如，今年上半年美股整体大幅下跌，以往这种在投资者疯狂抛售的过程中，极度悲观的市场情绪会被视为逆势买入的信号，但是如今市场情绪的反复无常使得看跌情绪读数不再奏效。同样失灵的还有国债，在过去的熊市中，投资者会利用国债来避险，但如今这一对冲工具也失效了。以iShares 20年以上国债Pacer Swan SOS Fund of Funds ETF|ETF为例，在2020年股市崩盘和2008-2009年金融危机期间，该基金的回报率分别为14%和18%，但是今年以来该基金下跌了24%，比标普500指数跌得更多。对此，纽约梅隆银行财富管理公司的固定收益投资主管约翰·弗拉维（John Flahive）表示：我们正处于一个不寻常的时代，传统对冲工具失效的原因之一是利率正在被操纵，我们在上半年所经历的正是这一段（利率）调整期和这种变化所产生的摩擦（反复）。美股对冲工具为何不再奏效？有分析认为，这些对冲工具此番意外失效是因为“抛售趋势经常被反弹走势所打断”。这种反趋势反弹减缓了美股整体低迷的步伐，这使得投资者从价外看跌期权中获得利润变得更难。高盛策略师洛基·菲什曼（Rocky Fishman）对此解释：我们可以把这比作一个有免赔额的保单，假设每个月你的房子都会遭到损坏，但只是适度的损坏，所以你无法每次从保险公司索赔到很多，但是你一直都在支付保费。","news_type":1,"symbols_score_info":{"ZBmain":0.9,"BK":0.9,"UBmain":0.9,"UPRO":0.9,"EEME":0.9,"TNmain":0.9,".DJI":0.9,"ESmain":0.9,"ZFmain":0.9,".IXIC":0.9,"QQQ":0.9,"GS":0.9,"PSFF":0.9,"SPY":0.9,"ZNmain":0.9,"SPXU":0.9,"ZTmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083893903,"gmtCreate":1650086383143,"gmtModify":1676534645192,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Yes..😉","listText":"Yes..😉","text":"Yes..😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083893903","repostId":"9089582551","repostType":1,"repost":{"id":9089582551,"gmtCreate":1650005361558,"gmtModify":1676534628006,"author":{"id":"4110175785559852","authorId":"4110175785559852","name":"BenjiFuji","avatar":"https://community-static.tradeup.com/news/330f59d829009a2c318784ab2b5e6098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110175785559852","authorIdStr":"4110175785559852"},"themes":[],"title":"Investing conundrums [Part 1]","htmlText":"When investing, I find that there are so many contradictions that exist. From following the crowd vs&nbsp;avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","listText":"When investing, I find that there are so many contradictions that exist. From following the crowd vs&nbsp;avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","text":"When investing, I find that there are so many contradictions that exist. From following the crowd vs avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","images":[{"img":"https://community-static.tradeup.com/news/7304d647d39d04dee2823754b109e82c","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089582551","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089780011,"gmtCreate":1650033785496,"gmtModify":1676534633189,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089780011","isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089807262,"gmtCreate":1649979730048,"gmtModify":1676534619279,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"🙃🙃🙃grab it???","listText":"🙃🙃🙃grab it???","text":"🙃🙃🙃grab it???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089807262","repostId":"9080996800","repostType":1,"repost":{"id":9080996800,"gmtCreate":1649827483272,"gmtModify":1676534585405,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101948424484190","authorIdStr":"4101948424484190"},"themes":[],"title":"Comfort and Grab","htmlText":"Hey Singapore is the highest vaccinated rate country &gt;90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and&nbsp;extended, KTV also available now. Should be good for Taxi Company&nbsp;<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>and Private hire&nbsp;company <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. <a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>ComfortDelGro also have car learning center for students to tak","listText":"Hey Singapore is the highest vaccinated rate country &gt;90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and&nbsp;extended, KTV also available now. Should be good for Taxi Company&nbsp;<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>and Private hire&nbsp;company <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. <a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>ComfortDelGro also have car learning center for students to tak","text":"Hey Singapore is the highest vaccinated rate country >90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and extended, KTV also available now. Should be good for Taxi Company $COMFORTDELGRO CORPORATION LTD(C52.SI)$and Private hire company $Grab Holdings(GRAB)$. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. $COMFORTDELGRO CORPORATION LTD(C52.SI)$ComfortDelGro also have car learning center for students to tak","images":[{"img":"https://community-static.tradeup.com/news/3174676d130d596a395c5ea879410f5a","width":"828","height":"549"},{"img":"https://community-static.tradeup.com/news/202580976968383461e34534192594fe","width":"828","height":"820"},{"img":"https://community-static.tradeup.com/news/b05af22b280ed63ddd5e9c71c6a15cc8","width":"828","height":"866"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080996800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089983918,"gmtCreate":1649944341637,"gmtModify":1676534612472,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089983918","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899186050,"gmtCreate":1628169141770,"gmtModify":1703502449990,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Oh..all,,??","listText":"Oh..all,,??","text":"Oh..all,,??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899186050","repostId":"1166234177","repostType":4,"repost":{"id":"1166234177","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":1628163401,"share":"https://ttm.financial/m/news/1166234177?lang=en_US&edition=fundamental","pubTime":"2021-08-05 19:36","market":"us","language":"zh","title":"Job cuts at U.S. challenger companies hit new low since July 2000 in July","url":"https://stock-news.laohu8.com/highlight/detail?id=1166234177","media":"老虎资讯综合","summary":"美国7月挑战者企业裁员人数（万人）：1.8942，为2000年7月来新低。前值：2.0476。","content":"<p>Number of layoffs at challenger companies in the United States in July (10,000):<b><b>1.8942，</b></b><b>It is a new low since July 2000.</b>Previous value: 2.0476.</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>Job cuts at U.S. challenger companies hit new low since July 2000 in July</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJob cuts at U.S. challenger companies hit new low since July 2000 in July\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-05 19:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Number of layoffs at challenger companies in the United States in July (10,000):<b><b>1.8942，</b></b><b>It is a new low since July 2000.</b>Previous value: 2.0476.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166234177","content_text":"美国7月挑战者企业裁员人数（万人）：1.8942，为2000年7月来新低。前值：2.0476。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171883312,"gmtCreate":1626736515636,"gmtModify":1703764050014,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171883312","repostId":"1147786491","repostType":4,"repost":{"id":"1147786491","kind":"news","pubTimestamp":1626736000,"share":"https://ttm.financial/m/news/1147786491?lang=en_US&edition=fundamental","pubTime":"2021-07-20 07:06","market":"us","language":"zh","title":"Cloud Computing Awesome, IBM Has Strongest Revenue Growth in Three Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1147786491","media":"老虎资讯综合","summary":"摘要：$IBM$二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。","content":"<p>Abstract:<a href=\"https://laohu8.com/S/IBM\">IBM</a>In the second quarter, the total revenue increased by more than 3% year-on-year, and the total revenue of cloud business increased by 13%. After hours, IBM's share price once rose by more than 4%. IBM's new CEO's strategic shift in hybrid cloud is starting to pay off, the review said. Backed by strong demand cloud computing business, technology giant IBM generated its strongest revenue growth in three years.</p><p>After the US stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was 18.75 billion US dollars, higher than analysts' expectation of 18.26 billion US dollars, an increase of nearly 3.5% over the same period of last year, the largest year-on-year growth rate since the second quarter of 2018; Second-quarter earnings per share (EPS) of $2.33 also topped the market estimate of $2.28, up 3% year-over-year.<img src=\"https://static.tigerbbs.com/636226130a5f0601909685f757532860\" tg-width=\"676\" tg-height=\"854\" width=\"100%\" height=\"auto\">In terms of business, in the second quarter, the revenue of most IBM's businesses was higher than market expectations, and the overall revenue of cloud-related businesses increased by 13% year-on-year to $7 billion. Specifically including:</p><p><ul><li>Including cloud applications and transaction processing platforms, open source cloud software vendors acquired in 2019<a href=\"https://laohu8.com/S/RHT\">Red Hat</a>Including cloud and cognitive software businesses, the Group recorded revenue of $6.1 billion, up 6.1% year-on-year, and the market expectation of $6.03 billion. Among them, cloud revenue rose 29%, Red Hat's revenue rose 10%, and transaction processing platform revenue fell 7%.</li><li>Global enterprise services, which includes consulting, application management, and global business process services, generated revenue of $4.34 billion, up 11.6%, against market expectations of $4.06 billion, with cloud revenue up 35%.</li><li>Global revenue from technology services, which includes infrastructure and cloud services and technical support services, was $6.34 billion, up 0.4% against market expectations of $6.2 billion, with cloud revenue down 1%.</li><li>Systems revenue, which includes system hardware and operating system software, was $1.72 billion, down 7.3% against market expectations of $1.68 billion, with cloud revenue down 16%.</li><li>Global financial revenue, including financing and used equipment sales, was $242 million, down 8.6% against market expectations of $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve the strong growth of global enterprise services and software businesses, which accelerated the overall revenue growth. Jim Kavanaugh, chief financial officer of IBM, said that the company's business growth is very encouraging, which is evidence of customers' adoption of hybrid cloud platforms. Customers are accelerating the digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the review, Koshner, who took over last April to succeed Rometty, is committed to building a new hybrid cloud strategy for the century-old IBM, so that customers can include competitors<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Data is stored on a variety of public clouds, including products, and private servers. The results of the second quarter show that Koshner's transformation to the cloud, a high-growth market, is beginning to pay off.</p><p>After the release of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after the hours, with an increase of more than 4% at one time, and then gave up some of the gains. After 6: 30 Beijing time, the after-hours increase remained above 3%. Backed by strong demand cloud computing business, technology giant IBM generated its strongest revenue growth in three years.</p><p>After the US stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was 18.75 billion US dollars, higher than analysts' expectation of 18.26 billion US dollars, an increase of nearly 3.5% over the same period of last year, the largest year-on-year growth rate since the second quarter of 2018; Second-quarter earnings per share (EPS) of $2.33 also topped the market estimate of $2.28, up 3% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/33f16aae73cf9682a47050e98a012aab\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of business, in the second quarter, the revenue of most IBM's businesses was higher than market expectations, and the overall revenue of cloud-related businesses increased by 13% year-on-year to $7 billion. Specifically including:</p><p><ul><li>Cloud and cognitive software businesses, including cloud applications and transaction processing platforms, and Red Hat, an open source cloud software vendor acquired in 2019, recorded revenue of US$6.1 billion, up 6.1% year-on-year, compared with market expectations of US$6.03 billion. Among them, cloud revenue rose 29%, Red Hat's revenue rose 10%, and transaction processing platform revenue fell 7%.</li><li>Global enterprise services, which includes consulting, application management, and global business process services, generated revenue of $4.34 billion, up 11.6%, against market expectations of $4.06 billion, with cloud revenue up 35%.</li><li>Global revenue from technology services, which includes infrastructure and cloud services and technical support services, was $6.34 billion, up 0.4% against market expectations of $6.2 billion, with cloud revenue down 1%.</li><li>Systems revenue, which includes system hardware and operating system software, was $1.72 billion, down 7.3% against market expectations of $1.68 billion, with cloud revenue down 16%.</li><li>Global financial revenue, including financing and used equipment sales, was $242 million, down 8.6% against market expectations of $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve the strong growth of global enterprise services and software businesses, which accelerated the overall revenue growth. Jim Kavanaugh, chief financial officer of IBM, said that the company's business growth is very encouraging, which is evidence of customers' adoption of hybrid cloud platforms. Customers are accelerating the digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the comment, Koshner, who took office in April last year to succeed Rometty, is committed to building a new hybrid cloud strategy for the century-old IBM, allowing customers to store data on a variety of public clouds and private servers including competitors Amazon and Microsoft products. The results of the second quarter show that Koshner's transformation to the cloud, a high-growth market, is beginning to pay off.</p><p>After the release of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after the hours, with an increase of more than 4% at one time, and then gave up some of the gains. After 6: 30 Beijing time, the after-hours increase remained above 3%.<img src=\"https://static.tigerbbs.com/535d2301daccf1afd4752bcbe9ec6fb7\" tg-width=\"694\" tg-height=\"529\" width=\"100%\" height=\"auto\"></p>","source":"lsy1567738977881","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>Cloud Computing Awesome, IBM Has Strongest Revenue Growth in Three Years</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\">\nCloud Computing Awesome, IBM Has Strongest Revenue Growth in Three Years\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">老虎资讯综合</strong><span class=\"h-time small\">2021-07-20 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Abstract:<a href=\"https://laohu8.com/S/IBM\">IBM</a>In the second quarter, the total revenue increased by more than 3% year-on-year, and the total revenue of cloud business increased by 13%. After hours, IBM's share price once rose by more than 4%. IBM's new CEO's strategic shift in hybrid cloud is starting to pay off, the review said. Backed by strong demand cloud computing business, technology giant IBM generated its strongest revenue growth in three years.</p><p>After the US stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was 18.75 billion US dollars, higher than analysts' expectation of 18.26 billion US dollars, an increase of nearly 3.5% over the same period of last year, the largest year-on-year growth rate since the second quarter of 2018; Second-quarter earnings per share (EPS) of $2.33 also topped the market estimate of $2.28, up 3% year-over-year.<img src=\"https://static.tigerbbs.com/636226130a5f0601909685f757532860\" tg-width=\"676\" tg-height=\"854\" width=\"100%\" height=\"auto\">In terms of business, in the second quarter, the revenue of most IBM's businesses was higher than market expectations, and the overall revenue of cloud-related businesses increased by 13% year-on-year to $7 billion. Specifically including:</p><p><ul><li>Including cloud applications and transaction processing platforms, open source cloud software vendors acquired in 2019<a href=\"https://laohu8.com/S/RHT\">Red Hat</a>Including cloud and cognitive software businesses, the Group recorded revenue of $6.1 billion, up 6.1% year-on-year, and the market expectation of $6.03 billion. Among them, cloud revenue rose 29%, Red Hat's revenue rose 10%, and transaction processing platform revenue fell 7%.</li><li>Global enterprise services, which includes consulting, application management, and global business process services, generated revenue of $4.34 billion, up 11.6%, against market expectations of $4.06 billion, with cloud revenue up 35%.</li><li>Global revenue from technology services, which includes infrastructure and cloud services and technical support services, was $6.34 billion, up 0.4% against market expectations of $6.2 billion, with cloud revenue down 1%.</li><li>Systems revenue, which includes system hardware and operating system software, was $1.72 billion, down 7.3% against market expectations of $1.68 billion, with cloud revenue down 16%.</li><li>Global financial revenue, including financing and used equipment sales, was $242 million, down 8.6% against market expectations of $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve the strong growth of global enterprise services and software businesses, which accelerated the overall revenue growth. Jim Kavanaugh, chief financial officer of IBM, said that the company's business growth is very encouraging, which is evidence of customers' adoption of hybrid cloud platforms. Customers are accelerating the digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the review, Koshner, who took over last April to succeed Rometty, is committed to building a new hybrid cloud strategy for the century-old IBM, so that customers can include competitors<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Data is stored on a variety of public clouds, including products, and private servers. The results of the second quarter show that Koshner's transformation to the cloud, a high-growth market, is beginning to pay off.</p><p>After the release of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after the hours, with an increase of more than 4% at one time, and then gave up some of the gains. After 6: 30 Beijing time, the after-hours increase remained above 3%. Backed by strong demand cloud computing business, technology giant IBM generated its strongest revenue growth in three years.</p><p>After the US stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was 18.75 billion US dollars, higher than analysts' expectation of 18.26 billion US dollars, an increase of nearly 3.5% over the same period of last year, the largest year-on-year growth rate since the second quarter of 2018; Second-quarter earnings per share (EPS) of $2.33 also topped the market estimate of $2.28, up 3% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/33f16aae73cf9682a47050e98a012aab\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of business, in the second quarter, the revenue of most IBM's businesses was higher than market expectations, and the overall revenue of cloud-related businesses increased by 13% year-on-year to $7 billion. Specifically including:</p><p><ul><li>Cloud and cognitive software businesses, including cloud applications and transaction processing platforms, and Red Hat, an open source cloud software vendor acquired in 2019, recorded revenue of US$6.1 billion, up 6.1% year-on-year, compared with market expectations of US$6.03 billion. Among them, cloud revenue rose 29%, Red Hat's revenue rose 10%, and transaction processing platform revenue fell 7%.</li><li>Global enterprise services, which includes consulting, application management, and global business process services, generated revenue of $4.34 billion, up 11.6%, against market expectations of $4.06 billion, with cloud revenue up 35%.</li><li>Global revenue from technology services, which includes infrastructure and cloud services and technical support services, was $6.34 billion, up 0.4% against market expectations of $6.2 billion, with cloud revenue down 1%.</li><li>Systems revenue, which includes system hardware and operating system software, was $1.72 billion, down 7.3% against market expectations of $1.68 billion, with cloud revenue down 16%.</li><li>Global financial revenue, including financing and used equipment sales, was $242 million, down 8.6% against market expectations of $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve the strong growth of global enterprise services and software businesses, which accelerated the overall revenue growth. Jim Kavanaugh, chief financial officer of IBM, said that the company's business growth is very encouraging, which is evidence of customers' adoption of hybrid cloud platforms. Customers are accelerating the digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the comment, Koshner, who took office in April last year to succeed Rometty, is committed to building a new hybrid cloud strategy for the century-old IBM, allowing customers to store data on a variety of public clouds and private servers including competitors Amazon and Microsoft products. The results of the second quarter show that Koshner's transformation to the cloud, a high-growth market, is beginning to pay off.</p><p>After the release of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after the hours, with an increase of more than 4% at one time, and then gave up some of the gains. After 6: 30 Beijing time, the after-hours increase remained above 3%.<img src=\"https://static.tigerbbs.com/535d2301daccf1afd4752bcbe9ec6fb7\" tg-width=\"694\" tg-height=\"529\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3635793\">老虎资讯综合</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d3f378365151f1311c3c65105038a61","relate_stocks":{"IBM":"IBM"},"source_url":"https://wallstreetcn.com/articles/3635793","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147786491","content_text":"摘要：IBM二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。评论称，IBM新CEO的混合云战略转变开始获得回报。\n\n得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。\n评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。\n\n分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。\n评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9963207315,"gmtCreate":1668682439437,"gmtModify":1676538096358,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands]&nbsp;[ShakeHands]&nbsp;[ShakeHands]&nbsp;","listText":"Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands]&nbsp;[ShakeHands]&nbsp;[ShakeHands]&nbsp;","text":"Thanks Tiger,, willl support you all the way. Keep improve and growth up ang up.[ShakeHands] [ShakeHands] [ShakeHands]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963207315","isVote":1,"tweetType":1,"viewCount":3096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089780011,"gmtCreate":1650033785496,"gmtModify":1676534633189,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089780011","isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899186050,"gmtCreate":1628169141770,"gmtModify":1703502449990,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Oh..all,,??","listText":"Oh..all,,??","text":"Oh..all,,??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899186050","repostId":"1166234177","repostType":4,"repost":{"id":"1166234177","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":1628163401,"share":"https://ttm.financial/m/news/1166234177?lang=en_US&edition=fundamental","pubTime":"2021-08-05 19:36","market":"us","language":"zh","title":"Job cuts at U.S. challenger companies hit new low since July 2000 in July","url":"https://stock-news.laohu8.com/highlight/detail?id=1166234177","media":"老虎资讯综合","summary":"美国7月挑战者企业裁员人数（万人）：1.8942，为2000年7月来新低。前值：2.0476。","content":"<p>Number of layoffs at challenger companies in the United States in July (10,000):<b><b>1.8942，</b></b><b>It is a new low since July 2000.</b>Previous value: 2.0476.</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>Job cuts at U.S. challenger companies hit new low since July 2000 in July</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJob cuts at U.S. challenger companies hit new low since July 2000 in July\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-05 19:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Number of layoffs at challenger companies in the United States in July (10,000):<b><b>1.8942，</b></b><b>It is a new low since July 2000.</b>Previous value: 2.0476.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166234177","content_text":"美国7月挑战者企业裁员人数（万人）：1.8942，为2000年7月来新低。前值：2.0476。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908751076,"gmtCreate":1659445120097,"gmtModify":1705980409578,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Happy 57th Birthday. Stronger together, Majulah Singapura.&nbsp; Is great and enjoyable at float.","listText":"Happy 57th Birthday. Stronger together, Majulah Singapura.&nbsp; Is great and enjoyable at float.","text":"Happy 57th Birthday. Stronger together, Majulah Singapura. Is great and enjoyable at float.","images":[{"img":"https://community-static.tradeup.com/news/17419663a62ea49546396bf38e0fa9f3","width":"4000","height":"3000"},{"img":"https://community-static.tradeup.com/news/379ca1ab2891db46235c9820b8912b61","width":"4000","height":"3000"},{"img":"https://community-static.tradeup.com/news/bf82308a0855be2731d8c18f45f3dec9","width":"4000","height":"3000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908751076","isVote":1,"tweetType":1,"viewCount":2867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":9083893903,"gmtCreate":1650086383143,"gmtModify":1676534645192,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Yes..😉","listText":"Yes..😉","text":"Yes..😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083893903","repostId":"9089582551","repostType":1,"repost":{"id":9089582551,"gmtCreate":1650005361558,"gmtModify":1676534628006,"author":{"id":"4110175785559852","authorId":"4110175785559852","name":"BenjiFuji","avatar":"https://community-static.tradeup.com/news/330f59d829009a2c318784ab2b5e6098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110175785559852","authorIdStr":"4110175785559852"},"themes":[],"title":"Investing conundrums [Part 1]","htmlText":"When investing, I find that there are so many contradictions that exist. From following the crowd vs&nbsp;avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","listText":"When investing, I find that there are so many contradictions that exist. From following the crowd vs&nbsp;avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","text":"When investing, I find that there are so many contradictions that exist. From following the crowd vs avoiding the crowd, to buy low sell high and buy high short low. Given the lengthy amount of discussions that I possible with all the conundrums, I shall start with a baby step and attempt to tackle one at a time and starting with this:Diversify or Diworsify?The point for diversification is to reduce risk by placing your eggs in multiple baskets. With the hope that although all might not hatch, in fact some might turn out to be rotten, that a golden goose might turn up.Also, based on the 80/20 rule, if 80% of the eggs gives a nominal gain, hopefully that 20% will become a multi bagger and cover up all the potential downsides.Finally, by spreading your investments across various industr","images":[{"img":"https://community-static.tradeup.com/news/7304d647d39d04dee2823754b109e82c","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089582551","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089807262,"gmtCreate":1649979730048,"gmtModify":1676534619279,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"🙃🙃🙃grab it???","listText":"🙃🙃🙃grab it???","text":"🙃🙃🙃grab it???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089807262","repostId":"9080996800","repostType":1,"repost":{"id":9080996800,"gmtCreate":1649827483272,"gmtModify":1676534585405,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101948424484190","authorIdStr":"4101948424484190"},"themes":[],"title":"Comfort and Grab","htmlText":"Hey Singapore is the highest vaccinated rate country &gt;90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and&nbsp;extended, KTV also available now. Should be good for Taxi Company&nbsp;<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>and Private hire&nbsp;company <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. <a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>ComfortDelGro also have car learning center for students to tak","listText":"Hey Singapore is the highest vaccinated rate country &gt;90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and&nbsp;extended, KTV also available now. Should be good for Taxi Company&nbsp;<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>and Private hire&nbsp;company <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. <a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>ComfortDelGro also have car learning center for students to tak","text":"Hey Singapore is the highest vaccinated rate country >90% population already vaccinated. As Singapore fully open up for office to go back office to work, late night entertainment activities open and extended, KTV also available now. Should be good for Taxi Company $COMFORTDELGRO CORPORATION LTD(C52.SI)$and Private hire company $Grab Holdings(GRAB)$. Understand now have some issue wil fuel prices due to Russia and Ukraine war. is a good chance to buy and hold, when the fuel price is stable definitely the stock price will went up very fusion. $COMFORTDELGRO CORPORATION LTD(C52.SI)$ComfortDelGro also have car learning center for students to tak","images":[{"img":"https://community-static.tradeup.com/news/3174676d130d596a395c5ea879410f5a","width":"828","height":"549"},{"img":"https://community-static.tradeup.com/news/202580976968383461e34534192594fe","width":"828","height":"820"},{"img":"https://community-static.tradeup.com/news/b05af22b280ed63ddd5e9c71c6a15cc8","width":"828","height":"866"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080996800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089983918,"gmtCreate":1649944341637,"gmtModify":1676534612472,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089983918","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171883312,"gmtCreate":1626736515636,"gmtModify":1703764050014,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171883312","repostId":"1147786491","repostType":4,"repost":{"id":"1147786491","kind":"news","pubTimestamp":1626736000,"share":"https://ttm.financial/m/news/1147786491?lang=en_US&edition=fundamental","pubTime":"2021-07-20 07:06","market":"us","language":"zh","title":"Cloud Computing Awesome, IBM Has Strongest Revenue Growth in Three Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1147786491","media":"老虎资讯综合","summary":"摘要：$IBM$二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。","content":"<p>Abstract:<a href=\"https://laohu8.com/S/IBM\">IBM</a>In the second quarter, the total revenue increased by more than 3% year-on-year, and the total revenue of cloud business increased by 13%. After hours, IBM's share price once rose by more than 4%. IBM's new CEO's strategic shift in hybrid cloud is starting to pay off, the review said. Backed by strong demand cloud computing business, technology giant IBM generated its strongest revenue growth in three years.</p><p>After the US stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was 18.75 billion US dollars, higher than analysts' expectation of 18.26 billion US dollars, an increase of nearly 3.5% over the same period of last year, the largest year-on-year growth rate since the second quarter of 2018; Second-quarter earnings per share (EPS) of $2.33 also topped the market estimate of $2.28, up 3% year-over-year.<img src=\"https://static.tigerbbs.com/636226130a5f0601909685f757532860\" tg-width=\"676\" tg-height=\"854\" width=\"100%\" height=\"auto\">In terms of business, in the second quarter, the revenue of most IBM's businesses was higher than market expectations, and the overall revenue of cloud-related businesses increased by 13% year-on-year to $7 billion. Specifically including:</p><p><ul><li>Including cloud applications and transaction processing platforms, open source cloud software vendors acquired in 2019<a href=\"https://laohu8.com/S/RHT\">Red Hat</a>Including cloud and cognitive software businesses, the Group recorded revenue of $6.1 billion, up 6.1% year-on-year, and the market expectation of $6.03 billion. Among them, cloud revenue rose 29%, Red Hat's revenue rose 10%, and transaction processing platform revenue fell 7%.</li><li>Global enterprise services, which includes consulting, application management, and global business process services, generated revenue of $4.34 billion, up 11.6%, against market expectations of $4.06 billion, with cloud revenue up 35%.</li><li>Global revenue from technology services, which includes infrastructure and cloud services and technical support services, was $6.34 billion, up 0.4% against market expectations of $6.2 billion, with cloud revenue down 1%.</li><li>Systems revenue, which includes system hardware and operating system software, was $1.72 billion, down 7.3% against market expectations of $1.68 billion, with cloud revenue down 16%.</li><li>Global financial revenue, including financing and used equipment sales, was $242 million, down 8.6% against market expectations of $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve the strong growth of global enterprise services and software businesses, which accelerated the overall revenue growth. Jim Kavanaugh, chief financial officer of IBM, said that the company's business growth is very encouraging, which is evidence of customers' adoption of hybrid cloud platforms. Customers are accelerating the digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the review, Koshner, who took over last April to succeed Rometty, is committed to building a new hybrid cloud strategy for the century-old IBM, so that customers can include competitors<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Data is stored on a variety of public clouds, including products, and private servers. The results of the second quarter show that Koshner's transformation to the cloud, a high-growth market, is beginning to pay off.</p><p>After the release of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after the hours, with an increase of more than 4% at one time, and then gave up some of the gains. After 6: 30 Beijing time, the after-hours increase remained above 3%. Backed by strong demand cloud computing business, technology giant IBM generated its strongest revenue growth in three years.</p><p>After the US stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was 18.75 billion US dollars, higher than analysts' expectation of 18.26 billion US dollars, an increase of nearly 3.5% over the same period of last year, the largest year-on-year growth rate since the second quarter of 2018; Second-quarter earnings per share (EPS) of $2.33 also topped the market estimate of $2.28, up 3% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/33f16aae73cf9682a47050e98a012aab\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of business, in the second quarter, the revenue of most IBM's businesses was higher than market expectations, and the overall revenue of cloud-related businesses increased by 13% year-on-year to $7 billion. Specifically including:</p><p><ul><li>Cloud and cognitive software businesses, including cloud applications and transaction processing platforms, and Red Hat, an open source cloud software vendor acquired in 2019, recorded revenue of US$6.1 billion, up 6.1% year-on-year, compared with market expectations of US$6.03 billion. Among them, cloud revenue rose 29%, Red Hat's revenue rose 10%, and transaction processing platform revenue fell 7%.</li><li>Global enterprise services, which includes consulting, application management, and global business process services, generated revenue of $4.34 billion, up 11.6%, against market expectations of $4.06 billion, with cloud revenue up 35%.</li><li>Global revenue from technology services, which includes infrastructure and cloud services and technical support services, was $6.34 billion, up 0.4% against market expectations of $6.2 billion, with cloud revenue down 1%.</li><li>Systems revenue, which includes system hardware and operating system software, was $1.72 billion, down 7.3% against market expectations of $1.68 billion, with cloud revenue down 16%.</li><li>Global financial revenue, including financing and used equipment sales, was $242 million, down 8.6% against market expectations of $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve the strong growth of global enterprise services and software businesses, which accelerated the overall revenue growth. Jim Kavanaugh, chief financial officer of IBM, said that the company's business growth is very encouraging, which is evidence of customers' adoption of hybrid cloud platforms. Customers are accelerating the digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the comment, Koshner, who took office in April last year to succeed Rometty, is committed to building a new hybrid cloud strategy for the century-old IBM, allowing customers to store data on a variety of public clouds and private servers including competitors Amazon and Microsoft products. The results of the second quarter show that Koshner's transformation to the cloud, a high-growth market, is beginning to pay off.</p><p>After the release of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after the hours, with an increase of more than 4% at one time, and then gave up some of the gains. After 6: 30 Beijing time, the after-hours increase remained above 3%.<img src=\"https://static.tigerbbs.com/535d2301daccf1afd4752bcbe9ec6fb7\" tg-width=\"694\" tg-height=\"529\" width=\"100%\" height=\"auto\"></p>","source":"lsy1567738977881","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>Cloud Computing Awesome, IBM Has Strongest Revenue Growth in Three Years</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\">\nCloud Computing Awesome, IBM Has Strongest Revenue Growth in Three Years\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">老虎资讯综合</strong><span class=\"h-time small\">2021-07-20 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Abstract:<a href=\"https://laohu8.com/S/IBM\">IBM</a>In the second quarter, the total revenue increased by more than 3% year-on-year, and the total revenue of cloud business increased by 13%. After hours, IBM's share price once rose by more than 4%. IBM's new CEO's strategic shift in hybrid cloud is starting to pay off, the review said. Backed by strong demand cloud computing business, technology giant IBM generated its strongest revenue growth in three years.</p><p>After the US stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was 18.75 billion US dollars, higher than analysts' expectation of 18.26 billion US dollars, an increase of nearly 3.5% over the same period of last year, the largest year-on-year growth rate since the second quarter of 2018; Second-quarter earnings per share (EPS) of $2.33 also topped the market estimate of $2.28, up 3% year-over-year.<img src=\"https://static.tigerbbs.com/636226130a5f0601909685f757532860\" tg-width=\"676\" tg-height=\"854\" width=\"100%\" height=\"auto\">In terms of business, in the second quarter, the revenue of most IBM's businesses was higher than market expectations, and the overall revenue of cloud-related businesses increased by 13% year-on-year to $7 billion. Specifically including:</p><p><ul><li>Including cloud applications and transaction processing platforms, open source cloud software vendors acquired in 2019<a href=\"https://laohu8.com/S/RHT\">Red Hat</a>Including cloud and cognitive software businesses, the Group recorded revenue of $6.1 billion, up 6.1% year-on-year, and the market expectation of $6.03 billion. Among them, cloud revenue rose 29%, Red Hat's revenue rose 10%, and transaction processing platform revenue fell 7%.</li><li>Global enterprise services, which includes consulting, application management, and global business process services, generated revenue of $4.34 billion, up 11.6%, against market expectations of $4.06 billion, with cloud revenue up 35%.</li><li>Global revenue from technology services, which includes infrastructure and cloud services and technical support services, was $6.34 billion, up 0.4% against market expectations of $6.2 billion, with cloud revenue down 1%.</li><li>Systems revenue, which includes system hardware and operating system software, was $1.72 billion, down 7.3% against market expectations of $1.68 billion, with cloud revenue down 16%.</li><li>Global financial revenue, including financing and used equipment sales, was $242 million, down 8.6% against market expectations of $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve the strong growth of global enterprise services and software businesses, which accelerated the overall revenue growth. Jim Kavanaugh, chief financial officer of IBM, said that the company's business growth is very encouraging, which is evidence of customers' adoption of hybrid cloud platforms. Customers are accelerating the digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the review, Koshner, who took over last April to succeed Rometty, is committed to building a new hybrid cloud strategy for the century-old IBM, so that customers can include competitors<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Data is stored on a variety of public clouds, including products, and private servers. The results of the second quarter show that Koshner's transformation to the cloud, a high-growth market, is beginning to pay off.</p><p>After the release of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after the hours, with an increase of more than 4% at one time, and then gave up some of the gains. After 6: 30 Beijing time, the after-hours increase remained above 3%. Backed by strong demand cloud computing business, technology giant IBM generated its strongest revenue growth in three years.</p><p>After the US stock market closed on Monday, 19th local time, IBM announced that its operating income in the second quarter of this year was 18.75 billion US dollars, higher than analysts' expectation of 18.26 billion US dollars, an increase of nearly 3.5% over the same period of last year, the largest year-on-year growth rate since the second quarter of 2018; Second-quarter earnings per share (EPS) of $2.33 also topped the market estimate of $2.28, up 3% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/33f16aae73cf9682a47050e98a012aab\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of business, in the second quarter, the revenue of most IBM's businesses was higher than market expectations, and the overall revenue of cloud-related businesses increased by 13% year-on-year to $7 billion. Specifically including:</p><p><ul><li>Cloud and cognitive software businesses, including cloud applications and transaction processing platforms, and Red Hat, an open source cloud software vendor acquired in 2019, recorded revenue of US$6.1 billion, up 6.1% year-on-year, compared with market expectations of US$6.03 billion. Among them, cloud revenue rose 29%, Red Hat's revenue rose 10%, and transaction processing platform revenue fell 7%.</li><li>Global enterprise services, which includes consulting, application management, and global business process services, generated revenue of $4.34 billion, up 11.6%, against market expectations of $4.06 billion, with cloud revenue up 35%.</li><li>Global revenue from technology services, which includes infrastructure and cloud services and technical support services, was $6.34 billion, up 0.4% against market expectations of $6.2 billion, with cloud revenue down 1%.</li><li>Systems revenue, which includes system hardware and operating system software, was $1.72 billion, down 7.3% against market expectations of $1.68 billion, with cloud revenue down 16%.</li><li>Global financial revenue, including financing and used equipment sales, was $242 million, down 8.6% against market expectations of $25.18 billion.</li></ul>Arvind Krishna, chairman and CEO of IBM, commented that in the second quarter, customers' application of IBM's hybrid cloud platform helped achieve the strong growth of global enterprise services and software businesses, which accelerated the overall revenue growth. Jim Kavanaugh, chief financial officer of IBM, said that the company's business growth is very encouraging, which is evidence of customers' adoption of hybrid cloud platforms. Customers are accelerating the digital transformation with cloud and artificial intelligence, increasing productivity and creating new growth opportunities.</p><p>According to the comment, Koshner, who took office in April last year to succeed Rometty, is committed to building a new hybrid cloud strategy for the century-old IBM, allowing customers to store data on a variety of public clouds and private servers including competitors Amazon and Microsoft products. The results of the second quarter show that Koshner's transformation to the cloud, a high-growth market, is beginning to pay off.</p><p>After the release of the second quarter financial report, IBM's share price, which closed down 0.7% on Monday, jumped after the hours, with an increase of more than 4% at one time, and then gave up some of the gains. After 6: 30 Beijing time, the after-hours increase remained above 3%.<img src=\"https://static.tigerbbs.com/535d2301daccf1afd4752bcbe9ec6fb7\" tg-width=\"694\" tg-height=\"529\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3635793\">老虎资讯综合</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d3f378365151f1311c3c65105038a61","relate_stocks":{"IBM":"IBM"},"source_url":"https://wallstreetcn.com/articles/3635793","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147786491","content_text":"摘要：IBM二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。评论称，IBM新CEO的混合云战略转变开始获得回报。\n\n得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。\n评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。\n\n分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。\n评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982944662,"gmtCreate":1667091246956,"gmtModify":1676537858412,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982944662","isVote":1,"tweetType":1,"viewCount":2447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046002428,"gmtCreate":1656282040064,"gmtModify":1676535795416,"author":{"id":"3578187504913334","authorId":"3578187504913334","name":"Lydia26","avatar":"https://static.tigerbbs.com/7122be22449ec5deb57750d498050f43","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578187504913334","authorIdStr":"3578187504913334"},"themes":[],"htmlText":"SURE....","listText":"SURE....","text":"SURE....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046002428","repostId":"1195689289","repostType":4,"repost":{"id":"1195689289","kind":"news","pubTimestamp":1656237157,"share":"https://ttm.financial/m/news/1195689289?lang=en_US&edition=fundamental","pubTime":"2022-06-26 17:52","market":"us","language":"zh","title":"$30 billion, the catalyst for a big rise appears! S&P Will Break 4000?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195689289","media":"美股投资网","summary":"投资者应做好准备，迎接2022年下半年股市的强劲回报。","content":"<p><html><head></head><body>The preliminary manufacturing PMI in June released by the United States on Thursday recorded 52.4, a 23-month low, far below the market expectation of 56 and 57 in May. The release of this data undoubtedly poured cold water on the rate hike of the Federal Reserve. In addition, the market's expectation for rate hike cooled down significantly. US stocks closed sharply higher on Friday, and all three major stock indexes rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/f7d2d1a936669d32f21de6323405afcc\" tg-width=\"1002\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>It is also worth noting that another potential catalyst for the surge of U.S. stocks at the end of the month has appeared:<b>According to the estimates of Goldman Sachs' trading department, considering the trend of stocks and bonds this month and this quarter, about $30 billion of U.S. stock assets may usher in a net inflow of U.S. pension rebalancing funds this month and this quarter.</b></p><p><img src=\"https://static.tigerbbs.com/6128fae0aee597de10a3d5144016d161\" tg-width=\"1080\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p>Wall Street dead bulls, with Marko Kolanovic, chief strategist at JPMorgan Chase, pointing out in a note that the U.S. economy will have a \"soft landing,\"<b>Investors should brace for strong returns for stocks in the second half of 2022.</b>And in a note co-written with JPMorgan analyst Bram Kaplan, he said: Month-end and quarter-end (pension) rebalancing may push stocks up 7%, in the process will push the S&P index back to and well above 4,000 points.</p><p>The following extracts are from the report:</p><p><i>This year the impact of rebalances has been significant due to large market moves and low liquidity. For example, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</i></p><p><i>Let's look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).</i></p><p>Rebalancing isn't the only driver, says Marko Kolanovic. At the same time, bonds will be under modest downward pressure from rebalancing, and rising yields may further lead investors to shift to cyclical stocks (away from defensive stocks). Or it could lead to another broad sell-off.</p><p>In addition, Marko Kolanovic believes that the US inflation rate is expected to halve in the second half of this year, the US economy will avoid recession, and the stock market will rebound strongly. But all these predictions have a premise, that is, a ceasefire between Russia and Ukraine. Only a ceasefire between Russia and Ukraine is likely to cause such a sharp drop in inflation.</p><p>Current Many countries, including Russia, are already fully aware of the economic costs of the conflict, while investors and consumers alike are desperate for inflation to fall after supply chain disruptions and pandemic restrictions drove inflation to a 40-year high. Kolanovic believes there will be a ceasefire in the Russia-Ukraine conflict in the second half of the year.</p><p>In May this year, JPMorgan Chase estimated that $250 billion of funds would flow into the stock market by the end of June. The increase of cash allocation, a large number of short selling behaviors and the \"oversold state\" of the market may further support the upward trend of the stock market, which is expected to further deviate the U.S. benchmark stock index from the bear market zone.</p><p>Pensions buying stocks means pensions selling bonds, as Deutsche Bank fixed income analyst Steve Zeng predicted in a note. He estimated through DB's static-weighted model that public and private pensions would sell $85 billion in fixed income this quarter with the S&P 500 down 19% and the total bond index only \"slipping\" 6%.</p><p><img src=\"https://static.tigerbbs.com/46ae048c11f8e1e3176c9044a0b02094\" tg-width=\"500\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Steve Zeng pointed out that the rebalancing of pensions may further weaken the long-term interest rate, which has been continuously hit by high inflation and the hawkish Federal Reserve. Therefore, it is tactically significant for the 5-year/30-year US bond yield curve to be steep in the short term, especially if people think that the data in the next two weeks may be soft.</p><p>In addition, Goldman Sachs trader Matt Fleury also expressed \"tactical\" bullish. He said that U.S. stocks are oversold and may rebound from now to early July, but he did not change his long-term bearish view.</p><p><img src=\"https://static.tigerbbs.com/79f4342756a5361b8b75557d56251ff8\" tg-width=\"1080\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p>Below we excerpt some of the key charts he highlighted in his notes:</p><p>1. 52-week highs and lows of the S&P 500 index:</p><p><img src=\"https://static.tigerbbs.com/91b0d85813ccb582f01cfe4ebe85fea2\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>2. SPX company with 9d RSI has 345 oversold:</p><p><img src=\"https://static.tigerbbs.com/72a53f576f14f5d2b6bf892cf0c545f3\" tg-width=\"500\" tg-height=\"91\" referrerpolicy=\"no-referrer\"/></p><p>If the RSI stays at 14d in the middle of next week, the result will look like this:</p><p><img src=\"https://static.tigerbbs.com/6ebd69e18e7f5ce351792326bc0d51e1\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/></p><p>3. We have now digested the expectation of a sharp earnings reduction:</p><p><img src=\"https://static.tigerbbs.com/8e7c9ed1622449421bc96b4bacca556b\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>4. The proportion of stocks in the SPX500 index that exceed the 50-day moving average:</p><p><img src=\"https://static.tigerbbs.com/88e285f7241c070dc95e01afa5172094\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>5.Percentage of stocks whose share price has fallen to a 52-week low:</p><p><img src=\"https://static.tigerbbs.com/6bcb7407b7244fecc223b00aed79258f\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>6. Bid on FAAMG Bullish call Has Evaporated</p><p><img src=\"https://static.tigerbbs.com/902a965ec258ffd68684911bfe59ee7e\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>As for how this \"dead cat rally\" will continue, Hunter said: Potential bullish momentum signals on the weekly timeframe that could be triggered this Friday will strengthen the upward bias in the early weeks of summer. We believe this move will extend towards key resistance near 4100 during this time...</p><p></body></html></p>","source":"lsy1625014679106","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>$30 billion, the catalyst for a big rise appears! S&P Will Break 4000?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n$30 billion, the catalyst for a big rise appears! S&P Will Break 4000?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美股投资网</strong><span class=\"h-time small\">2022-06-26 17:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The preliminary manufacturing PMI in June released by the United States on Thursday recorded 52.4, a 23-month low, far below the market expectation of 56 and 57 in May. The release of this data undoubtedly poured cold water on the rate hike of the Federal Reserve. In addition, the market's expectation for rate hike cooled down significantly. US stocks closed sharply higher on Friday, and all three major stock indexes rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/f7d2d1a936669d32f21de6323405afcc\" tg-width=\"1002\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>It is also worth noting that another potential catalyst for the surge of U.S. stocks at the end of the month has appeared:<b>According to the estimates of Goldman Sachs' trading department, considering the trend of stocks and bonds this month and this quarter, about $30 billion of U.S. stock assets may usher in a net inflow of U.S. pension rebalancing funds this month and this quarter.</b></p><p><img src=\"https://static.tigerbbs.com/6128fae0aee597de10a3d5144016d161\" tg-width=\"1080\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p>Wall Street dead bulls, with Marko Kolanovic, chief strategist at JPMorgan Chase, pointing out in a note that the U.S. economy will have a \"soft landing,\"<b>Investors should brace for strong returns for stocks in the second half of 2022.</b>And in a note co-written with JPMorgan analyst Bram Kaplan, he said: Month-end and quarter-end (pension) rebalancing may push stocks up 7%, in the process will push the S&P index back to and well above 4,000 points.</p><p>The following extracts are from the report:</p><p><i>This year the impact of rebalances has been significant due to large market moves and low liquidity. For example, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</i></p><p><i>Let's look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).</i></p><p>Rebalancing isn't the only driver, says Marko Kolanovic. At the same time, bonds will be under modest downward pressure from rebalancing, and rising yields may further lead investors to shift to cyclical stocks (away from defensive stocks). Or it could lead to another broad sell-off.</p><p>In addition, Marko Kolanovic believes that the US inflation rate is expected to halve in the second half of this year, the US economy will avoid recession, and the stock market will rebound strongly. But all these predictions have a premise, that is, a ceasefire between Russia and Ukraine. Only a ceasefire between Russia and Ukraine is likely to cause such a sharp drop in inflation.</p><p>Current Many countries, including Russia, are already fully aware of the economic costs of the conflict, while investors and consumers alike are desperate for inflation to fall after supply chain disruptions and pandemic restrictions drove inflation to a 40-year high. Kolanovic believes there will be a ceasefire in the Russia-Ukraine conflict in the second half of the year.</p><p>In May this year, JPMorgan Chase estimated that $250 billion of funds would flow into the stock market by the end of June. The increase of cash allocation, a large number of short selling behaviors and the \"oversold state\" of the market may further support the upward trend of the stock market, which is expected to further deviate the U.S. benchmark stock index from the bear market zone.</p><p>Pensions buying stocks means pensions selling bonds, as Deutsche Bank fixed income analyst Steve Zeng predicted in a note. He estimated through DB's static-weighted model that public and private pensions would sell $85 billion in fixed income this quarter with the S&P 500 down 19% and the total bond index only \"slipping\" 6%.</p><p><img src=\"https://static.tigerbbs.com/46ae048c11f8e1e3176c9044a0b02094\" tg-width=\"500\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Steve Zeng pointed out that the rebalancing of pensions may further weaken the long-term interest rate, which has been continuously hit by high inflation and the hawkish Federal Reserve. Therefore, it is tactically significant for the 5-year/30-year US bond yield curve to be steep in the short term, especially if people think that the data in the next two weeks may be soft.</p><p>In addition, Goldman Sachs trader Matt Fleury also expressed \"tactical\" bullish. He said that U.S. stocks are oversold and may rebound from now to early July, but he did not change his long-term bearish view.</p><p><img src=\"https://static.tigerbbs.com/79f4342756a5361b8b75557d56251ff8\" tg-width=\"1080\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p>Below we excerpt some of the key charts he highlighted in his notes:</p><p>1. 52-week highs and lows of the S&P 500 index:</p><p><img src=\"https://static.tigerbbs.com/91b0d85813ccb582f01cfe4ebe85fea2\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>2. SPX company with 9d RSI has 345 oversold:</p><p><img src=\"https://static.tigerbbs.com/72a53f576f14f5d2b6bf892cf0c545f3\" tg-width=\"500\" tg-height=\"91\" referrerpolicy=\"no-referrer\"/></p><p>If the RSI stays at 14d in the middle of next week, the result will look like this:</p><p><img src=\"https://static.tigerbbs.com/6ebd69e18e7f5ce351792326bc0d51e1\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/></p><p>3. We have now digested the expectation of a sharp earnings reduction:</p><p><img src=\"https://static.tigerbbs.com/8e7c9ed1622449421bc96b4bacca556b\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>4. The proportion of stocks in the SPX500 index that exceed the 50-day moving average:</p><p><img src=\"https://static.tigerbbs.com/88e285f7241c070dc95e01afa5172094\" tg-width=\"1080\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p>5.Percentage of stocks whose share price has fallen to a 52-week low:</p><p><img src=\"https://static.tigerbbs.com/6bcb7407b7244fecc223b00aed79258f\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>6. Bid on FAAMG Bullish call Has Evaporated</p><p><img src=\"https://static.tigerbbs.com/902a965ec258ffd68684911bfe59ee7e\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>As for how this \"dead cat rally\" will continue, Hunter said: Potential bullish momentum signals on the weekly timeframe that could be triggered this Friday will strengthen the upward bias in the early weeks of summer. We believe this move will extend towards key resistance near 4100 during this time...</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/idXY5CKE0-EwK7L5_JNUwg\">美股投资网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/idXY5CKE0-EwK7L5_JNUwg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195689289","content_text":"美国周四公布的6月制造业PMI初值录得52.4，刷新23个月低位，远低于市场预期的56和5月的57。这一数据的出炉无疑给美联储加息泼了一盆冷水，另市场对加息预期显著降温，美股周五大幅收高，三大股指均上涨5%以上。另外值得注意的是美股月末另一个潜在的大涨催化剂已经出现：根据高盛交易部门的估计，考虑到这个月和这个季度股票和债券的走势，本月和本季度或将有约300亿美元的美股资产将迎来美国养老金再平衡的资金净流入。华尔街死多头，摩根大通的首席策略师Marko Kolanovic在一份报告中指出，美国经济将“软着陆”，投资者应做好准备，迎接2022年下半年股市的强劲回报。并在与摩根大通分析师Bram Kaplan共同撰写的笔记中称：月末和季末的（养老金）再平衡可能推动股票上涨7%，在这个过程中将推动标普指数重返并远远超过4000点。以下摘录来自该报告:This year the impact of rebalances have been significant due to large market moves and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end. On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.Let’s look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds).Marko Kolanovic 讲到，再平衡并不是唯一的驱动因素。与此同时，债券将受到再平衡带来的适度下行压力，收益率的上升可能会进一步导致投资者转向周期性股票(远离防御型股票)。或者这可能会导致又一轮广泛的抛售。另外Marko Kolanovic 认为今年下半年美国通胀率有望减半，美国经济将避免衰退，股市将强劲反弹。但所有这些预测都有一个前提，就是俄.乌实现停火。只有俄.乌停火，才有可能导致通胀率如此大幅的下跌.当前包括俄罗斯在内的许多国家已经充分意识到冲突的经济成本，同时在供应链中断和疫情限制推动通胀创下40年新高后，投资者和消费者都迫切希望通胀下降。Kolanovic认为下半年俄乌冲突将停火。今年5月，摩根大通就估计到6月底将有2,500亿美元资金流入股市，现金配置的增加、大量做空行为以及市场处于“超卖状态”，可能进一步支撑股市上行，从而有望使美国基准股指进一步偏离熊市区域。养老金买入股票意味着养老金卖出债券，德意志银行固定收益分析师Steve Zeng在一份报告中预测了这一点。他通过DB的静态权重模型估计，在标普500指数下跌19%、总债券指数仅“下滑”6%的情况下，本季度公共和私人养老金将卖出850亿美元的固定收益。另外Steve Zeng指出养老金的再平衡可能会进一步削弱长端利率，而长端利率已经被高企的通胀和鹰派的美联储所持续打击，因此5年期/30年期美债收益率曲线短期陡峭是有战术性意义的，特别是如果人们认为未来两周的数据可能会偏软。此外，高盛交易员Matt Fleury同样表示了\"战术性\"看涨，他表示美股超卖，从当前到7月初美股或将反弹，不过他并没有改变其长期看跌的观点。下面我们摘录了他在笔记中强调的一些关键图表：1.标普500指数52周高点以及低点：2. 带有9d RSI 的SPX公司有345超卖：如果下周中期RSI保持在14d，结果会是这样的：3. 我们现在已经消化了收益大幅下调的预期:4. SPX500指数中超过50日移动均线的股票比例:5. 股价跌至52周低点的股票比例:6. 对FAAMG看涨call的出价已经蒸发至于这波“死猫式反弹”将如何延续，Hunter表示：本周五可能触发的周线时间框架上的潜在看涨动能信号将增强夏季早期几周的上行倾向。我们认为，在这段时间内，这一举措将向4100附近的关键阻力位延伸......","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}