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2024-10-24

$联合包裹(UPS)$

2024-10-24

$联合包裹(UPS)$

2023-04-05

2021-06-20

666

Forward: Powell joins hands with U.S. core inflation data to hit heavily

2021-06-18

666

Is the dot-com bust of 2000 repeating itself?

2021-06-18

666

Noah's Chief Economist: Too fast and too much rate hike or trigger a debt crisis

2021-06-16

666

Times Angel closed up 131.79% on the first day of listing, with a turnover of 5.8 billion ranking first in Hong Kong stocks

2021-06-16

666

Byte jumps into the medical aesthetics track

2021-06-16

666

Roblox falls more than 8% premarket, May revenue slumps 11% month-over-month

2021-06-16

666

Oracle falls more than 4% premarket, cloud capex doubles in fiscal 2022

2021-04-15

Up up

Bank of America expects the S&P 500 to end the year at 3,800 points, which means that the index closed on Wednesday...

2021-04-15

Up up up

TSMC's Q1 2021 net profit exceeded market expectations by NT$139.7 billion

2021-04-08

oh no

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18:10","market":"hk","language":"zh","title":"Forward: Powell joins hands with U.S. core inflation data to hit heavily","url":"https://stock-news.laohu8.com/highlight/detail?id=1129554767","media":"老虎资讯综合","summary":"周二关键词：美联储主席鲍威尔讲话周二经济数据方面，主要关注英国6月CBI工业订单差值、美国5月成屋销售年化总数、欧元区6月消费者信心指数。","content":"<p><b>Abstract:</b></p><p><b>In terms of economic data:</b>China LPR Rate, US PCE Price Index, US Jobless Claims, US Markit Manufacturing PMI Initial...<b>In respect of new shares:</b>China's leading digital freight platform \"Manbang\" and \"the first stock in the social metaverse\" Soul are about to go public;<b>Event aspect:</b>Federal Reserve Chairman Powell joined hands with a number of Fed officials to give intensive speeches;<b>In terms of financial report:</b>Nike, BlackBerry, JinkoSolar, Yidu Technology and many other companies will announce their financial reports.<b>Mon (Jun 21) KEYWORDS: China's LPR rate</b></p><p><b>There was less economic data on Monday, mainly paying attention to China's LPR interest rate data.</b></p><p>The PBOC's latest medium-term lending facility (MLF) operating rate remained stable, indicating that the loan market quoted rate (LPR) will remain unchanged in June, a team of Bloomberg Asia economists wrote. China's latest economic activity figures provide no pressing reason for the central bank to change its policy trajectory.</p><p><b>China's one-year loan market quoted rate, the reference rate for bank-to-business loans, is likely to remain at 3.85% in June. The five-year LPR (mortgage reference rate) is likely to remain at 4.65%.</b></p><p><b>There were also fewer risk events on Monday. The European session focused on the speeches of Bank of England officials, among which Woods, deputy governor of prudential supervision, spoke on climate risk scenario planning, and Tom Mutton, director of financial technology, spoke on crypto assets, stablecoins and digital currencies.</b></p><p>New York time,<b>Williams, the permanent voting committee of the FOMC and president of the New York Fed, spoke at the banking conference,</b>Attention is needed.</p><p><b>Tuesday (Jun 22) KEYWORDS: Federal Reserve Chair Powell speaks</b><img src=\"https://static.tigerbbs.com/78c64fef53276362a340b4399b87f3b7\" tg-width=\"627\" tg-height=\"209\" referrerpolicy=\"no-referrer\">In terms of economic data on Tuesday, we mainly focused on the difference of CBI industrial orders in the UK in June, the annualized total number of existing home sales in the United States in May, and the consumer confidence index in the euro zone in June.</p><p>Relatively speaking, the speeches of Fed officials are more worthy of attention. Generally, in the week after the Fed decision, Fed officials will make speeches one after another, from which investors can get more details of officials' future monetary policy.</p><p>New York time,<b>Federal Reserve Chairman Powell will address Congress on the COVID response and the economic outlook.</b>This will be the focus of the market.</p><p>Federal Reserve Chairman Powell pointed out at the press conference after the Federal Reserve's interest rate decision on June 17th that there is still a long way to go before the economic recovery is enough for the Federal Reserve to start reducing its monthly bond purchases. He added that the discussion didn't even mention the timing of interest rate hike. Relatively speaking, Powell's attitude is slightly dovish than that of the Fed resolution. If Powell makes a more dovish speech, he needs to beware of the risk of US dollar correction and gold price rebound.</p><p><b>Wednesday (June 23) Keywords: Europe and America June Markit manufacturing PMI initial value</b><img src=\"https://static.tigerbbs.com/a1ada5dfc03bdde86a678460e27d6a51\" tg-width=\"625\" tg-height=\"628\" referrerpolicy=\"no-referrer\"><b>The United States will release the preliminary value of Markit Manufacturing PMI in the United States in June</b>。<b>The market expects the U.S. Markit manufacturing PMI to fall slightly to 61.8 in June, but it is still at a historically high level, and it is still biased towards favorable stocks, commodities and risky assets.</b></p><p>In addition,<b>Federal Reserve Governor Bowman, Atlanta Fed President Bostic and Boston Fed President Rosengren will give speeches respectively, and investors also need to pay attention.</b></p><p><b>Thursday (June 24) KEYWORDS: Initial data, Fed officials speak, Soul goes public, Nike/BlackBerry earnings</b><img src=\"https://static.tigerbbs.com/a613c99edd05cba1056a8acb4759ac4f\" tg-width=\"628\" tg-height=\"471\" referrerpolicy=\"no-referrer\">On the data front, investors need to pay attention<b>Movements in Unemployment Claims in the United States</b>。<b>The number of people claiming unemployment benefits may continue to show a downward trend,</b>Because after supplemental unemployment benefits expire in many states, Americans are more willing to seek jobs.</p><p>In terms of financial report,<b><a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/BB\">Blackberry</a>、<a href=\"https://laohu8.com/S/FDX\">FedEx</a>Will announce new quarterly earnings.</b></p><p>In terms of new shares,<b>The first stock in the social metaverse<a href=\"https://laohu8.com/S/SSR\">Soul</a>Will be listed on NASDAQ.</b></p><p>In addition,<b>The FOMC permanent voting committee, New York Fed President Williams and St. Louis Fed President Bullard will speak separately, and investors need to focus on it as well.</b></p><p><b>Friday (Jun 25) KEYWORDS: U.S. May PCE data</b><img src=\"https://static.tigerbbs.com/c6539b1d406c9cd4841b089f661b184f\" tg-width=\"633\" tg-height=\"392\" referrerpolicy=\"no-referrer\">On Friday, markets will welcome one of two data that the Fed focuses on monitoring- -<b>The U.S. PCE price index, which is a key measure of private consumption inflation in the United States.</b></p><p>The personal income and expenditure report for May will show how much Americans are trying to make up for what was missing during the pandemic. While the latest retail sales report showed a drop in goods consumption last month, upcoming data could suggest accelerated growth in the services sector made up for the loss in goods spending.</p><p>In terms of financial report,<b><a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>、<a href=\"https://laohu8.com/S/02158\">Yidu Technology</a>Will report new quarterly earnings</b>Investors can pay attention to it.</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>Forward: Powell joins hands with U.S. core inflation data to hit heavily</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\">\nForward: Powell joins hands with U.S. core inflation data to hit heavily\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-20 18:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Abstract:</b></p><p><b>In terms of economic data:</b>China LPR Rate, US PCE Price Index, US Jobless Claims, US Markit Manufacturing PMI Initial...<b>In respect of new shares:</b>China's leading digital freight platform \"Manbang\" and \"the first stock in the social metaverse\" Soul are about to go public;<b>Event aspect:</b>Federal Reserve Chairman Powell joined hands with a number of Fed officials to give intensive speeches;<b>In terms of financial report:</b>Nike, BlackBerry, JinkoSolar, Yidu Technology and many other companies will announce their financial reports.<b>Mon (Jun 21) KEYWORDS: China's LPR rate</b></p><p><b>There was less economic data on Monday, mainly paying attention to China's LPR interest rate data.</b></p><p>The PBOC's latest medium-term lending facility (MLF) operating rate remained stable, indicating that the loan market quoted rate (LPR) will remain unchanged in June, a team of Bloomberg Asia economists wrote. China's latest economic activity figures provide no pressing reason for the central bank to change its policy trajectory.</p><p><b>China's one-year loan market quoted rate, the reference rate for bank-to-business loans, is likely to remain at 3.85% in June. The five-year LPR (mortgage reference rate) is likely to remain at 4.65%.</b></p><p><b>There were also fewer risk events on Monday. The European session focused on the speeches of Bank of England officials, among which Woods, deputy governor of prudential supervision, spoke on climate risk scenario planning, and Tom Mutton, director of financial technology, spoke on crypto assets, stablecoins and digital currencies.</b></p><p>New York time,<b>Williams, the permanent voting committee of the FOMC and president of the New York Fed, spoke at the banking conference,</b>Attention is needed.</p><p><b>Tuesday (Jun 22) KEYWORDS: Federal Reserve Chair Powell speaks</b><img src=\"https://static.tigerbbs.com/78c64fef53276362a340b4399b87f3b7\" tg-width=\"627\" tg-height=\"209\" referrerpolicy=\"no-referrer\">In terms of economic data on Tuesday, we mainly focused on the difference of CBI industrial orders in the UK in June, the annualized total number of existing home sales in the United States in May, and the consumer confidence index in the euro zone in June.</p><p>Relatively speaking, the speeches of Fed officials are more worthy of attention. Generally, in the week after the Fed decision, Fed officials will make speeches one after another, from which investors can get more details of officials' future monetary policy.</p><p>New York time,<b>Federal Reserve Chairman Powell will address Congress on the COVID response and the economic outlook.</b>This will be the focus of the market.</p><p>Federal Reserve Chairman Powell pointed out at the press conference after the Federal Reserve's interest rate decision on June 17th that there is still a long way to go before the economic recovery is enough for the Federal Reserve to start reducing its monthly bond purchases. He added that the discussion didn't even mention the timing of interest rate hike. Relatively speaking, Powell's attitude is slightly dovish than that of the Fed resolution. If Powell makes a more dovish speech, he needs to beware of the risk of US dollar correction and gold price rebound.</p><p><b>Wednesday (June 23) Keywords: Europe and America June Markit manufacturing PMI initial value</b><img src=\"https://static.tigerbbs.com/a1ada5dfc03bdde86a678460e27d6a51\" tg-width=\"625\" tg-height=\"628\" referrerpolicy=\"no-referrer\"><b>The United States will release the preliminary value of Markit Manufacturing PMI in the United States in June</b>。<b>The market expects the U.S. Markit manufacturing PMI to fall slightly to 61.8 in June, but it is still at a historically high level, and it is still biased towards favorable stocks, commodities and risky assets.</b></p><p>In addition,<b>Federal Reserve Governor Bowman, Atlanta Fed President Bostic and Boston Fed President Rosengren will give speeches respectively, and investors also need to pay attention.</b></p><p><b>Thursday (June 24) KEYWORDS: Initial data, Fed officials speak, Soul goes public, Nike/BlackBerry earnings</b><img src=\"https://static.tigerbbs.com/a613c99edd05cba1056a8acb4759ac4f\" tg-width=\"628\" tg-height=\"471\" referrerpolicy=\"no-referrer\">On the data front, investors need to pay attention<b>Movements in Unemployment Claims in the United States</b>。<b>The number of people claiming unemployment benefits may continue to show a downward trend,</b>Because after supplemental unemployment benefits expire in many states, Americans are more willing to seek jobs.</p><p>In terms of financial report,<b><a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/BB\">Blackberry</a>、<a href=\"https://laohu8.com/S/FDX\">FedEx</a>Will announce new quarterly earnings.</b></p><p>In terms of new shares,<b>The first stock in the social metaverse<a href=\"https://laohu8.com/S/SSR\">Soul</a>Will be listed on NASDAQ.</b></p><p>In addition,<b>The FOMC permanent voting committee, New York Fed President Williams and St. Louis Fed President Bullard will speak separately, and investors need to focus on it as well.</b></p><p><b>Friday (Jun 25) KEYWORDS: U.S. May PCE data</b><img src=\"https://static.tigerbbs.com/c6539b1d406c9cd4841b089f661b184f\" tg-width=\"633\" tg-height=\"392\" referrerpolicy=\"no-referrer\">On Friday, markets will welcome one of two data that the Fed focuses on monitoring- -<b>The U.S. PCE price index, which is a key measure of private consumption inflation in the United States.</b></p><p>The personal income and expenditure report for May will show how much Americans are trying to make up for what was missing during the pandemic. While the latest retail sales report showed a drop in goods consumption last month, upcoming data could suggest accelerated growth in the services sector made up for the loss in goods spending.</p><p>In terms of financial report,<b><a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>、<a href=\"https://laohu8.com/S/02158\">Yidu Technology</a>Will report new quarterly earnings</b>Investors can pay attention to it.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46744ceebcd5f9f6cbe09f85295d7cfe","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129554767","content_text":"摘要：\n\n经济数据方面：中国LPR利率、美国PCE物价指数、美国初请失业金人数、美国Markit制造业PMI初值...\n\n\n新股方面：中国领先的数字货运平台“满帮”、“社交元宇宙第一股”Soul即将上市；\n\n\n事件方面：美联储主席鲍威尔携手多位美联储官员密集发表讲话；\n\n\n财报方面：耐克、黑莓、晶科能源、医渡科技等多家公司将公布财报。\n\n周一（6月21日）关键词：中国LPR利率\n周一经济数据较少，主要留意中国的LPR利率数据。\n彭博亚洲经济学家团队撰文称，中国人民银行最近一次中期借贷便利(MLF)操作利率持稳，表明贷款市场报价利率(LPR)6月份将维持不变。中国最新的经济活动数据没有给央行改变政策轨道提供紧迫的理由。\n中国一年期贷款市场报价利率（银行对企业贷款参考利率）6月份可能维持在3.85%。五年期LPR（抵押贷款参考利率）可能维持在4.65%。\n周一风险事件也比较少，欧洲时段主要留意英国央行官员讲话，其中审慎监管副行长伍兹就气候风险情景规划发表讲话，金融科技总监 Tom Mutton 就加密资产、稳定币和数字货币发表讲话。\n纽约时段，FOMC永久票委、纽约联储主席威廉姆斯在银行业大会上发表讲话，需要予以关注。\n周二（6月22日）关键词：美联储主席鲍威尔讲话周二经济数据方面，主要关注英国6月CBI工业订单差值、美国5月成屋销售年化总数、欧元区6月消费者信心指数。\n相对而言，美联储官员的讲话更加值得关注，一般在美联储决议后的一周，美联储官员会陆续发表讲话，投资者可以从中获取官员们对未来货币政策的更多细节。\n纽约时段，美联储主席鲍威尔将在国会就新冠疫情应对措施和经济前景发表讲话。这将是市场关注的焦点所在。\n美联储主席鲍威尔6月17日在美联储利率决议后新闻发布会上指出，经济复原程度足以让美联储开始缩减月度购债之前，还有一段长路要走，他并称讨论中甚至没有提到升息时点。相对而言，鲍威尔的态度比美联储决议要稍微鸽派一点，如果鲍威尔发表更加鸽派的讲话，则需要提防美元回调、金价反弹的风险。\n周三（6月23日）关键词：欧美6月Markit制造业PMI初值美国将公布美国6月Markit制造业PMI初值。市场预计美国6月Markit制造业PMI将小幅回落至61.8，但仍处于历史较高水平，仍偏向利好股市、大宗商品和风险资产。\n此外，美联储理事鲍曼、亚特兰大联储主席博斯蒂克、波士顿联储主席罗森格伦将分别发表讲话，投资者也需要重点关注。\n周四（6月24日）关键词：初请数据、联储官员讲话、Soul上市、耐克/黑莓财报数据方面，投资者需要关注美国的初请失业金人数变动。申领失业救济人数或将继续呈下降趋势，因为许多州的补充失业救济福利到期后，美国人求职意愿增强。\n财报方面，耐克、黑莓、联邦快递将公布新一季财报。\n新股方面，社交元宇宙第一股Soul将登陆纳斯达克上市。\n此外，FOMC永久票委、纽约联储主席威廉姆斯和圣路易斯联储主席布拉德将分别发表讲话，投资者也需要重点关注。\n周五（6月25日）关键词：美国5月PCE数据周五，市场将迎来美联储重点监控的两个数据之一——美国PCE物价指数，这是衡量美国民间消费通胀的关键指标。\n5月份的个人收入和支出报告将显示美国人在多大程度上试图弥补大流行期间的缺失。虽然最新的零售销售报告显示上月商品消费下降，但即将发布的数据可能表明服务业的加速增长弥补了商品支出的损失。\n财报方面，晶科能源、医渡科技将公布新一季财报，投资者可作关注。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166489406,"gmtCreate":1624022559005,"gmtModify":1703826792751,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578565274483399","idStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166489406","repostId":"1148232508","repostType":4,"repost":{"id":"1148232508","kind":"news","pubTimestamp":1624022429,"share":"https://ttm.financial/m/news/1148232508?lang=en_US&edition=fundamental","pubTime":"2021-06-18 21:20","market":"us","language":"zh","title":"Is the dot-com bust of 2000 repeating itself?","url":"https://stock-news.laohu8.com/highlight/detail?id=1148232508","media":"腾讯美股","summary":"当年纳指陷入一片疯狂的时候，标普500指数的表现却是平庸乏味的，而结果就是，2000年3月到6月中旬，纳指血流成河的时候，标普500指数只下跌了4%。今天的情况也差不多，虽然各种趋势股票已经濒临崩盘，","content":"<p><i>When the Nasdaq was in a frenzy, the performance of the S&P 500 was mediocre. As a result, from March to mid-June 2000, when the Nasdaq was bleeding, the S&P 500 fell only 4%. Today's situation is similar. Although various trend stocks are on the verge of collapse, the S&P 500 index continues to hit new highs.</i><img src=\"https://static.tigerbbs.com/99c91bf6230050c441088bddb166b2a1\" tg-width=\"1080\" tg-height=\"746\" referrerpolicy=\"no-referrer\"></p><p>Could it be that the scene of the bursting of the Internet bubble 20 years ago is actually repeating itself under everyone's noses, but no one noticed it? This may sound a little weird, but no one can help but admit that the jaw-dropping boom-to-ruin scene between the second half of 1999 and the first half of 2000 is quite similar to the frenzy that has played out over clean energy, electric vehicles, marijuana, and special purpose acquisition companies (SPACs) for the last nine months.</p><p>If this appearance between the two continues, it will be huge bad news for investors who enter the market late. Now, with Tesla as a typical proxy, the prices of these so-called trending stocks have all fallen by a quarter to a third from their highs this year. Now, the only thing you can be grateful for is that, unlike around the millennium, the current troubles are confined to specific areas, and there are several reasons to support the judgment that the troubles will not spread to the whole market.</p><p>From the market performance and traders' behavior patterns, it is not difficult to find the similarities between then and now.</p><p>In the second half of 1999, investors sought after Internet stocks for fear of missing opportunities, which made the Nasdaq soar by as much as 83% in just a few months from the end of September to its peak in March 2000. The same is true today, with Invesco's solar ETF surging 88%, BlackRock's global clean energy ETF surging 81% and Ark's innovation ETF surging 70% from last September to this year's high.</p><p>At the beginning, the stock price of Cisco, the iconic stock of the Internet bubble, rose by 133% in this cycle, while Tesla, the spokesman of today's bubble stock, rose by 110% from September last year to the peak this year. In the beginning, those pure Internet stocks tripled in price, and now, cannabis funds are performing similarly.</p><p>Even the time nodes are not bad at all. Trend stocks in many fields peaked in February and March this year, and at the beginning, the dot-com bubble reached its peak on March 10, 2000. Also, after the bubble burst until mid-June, the market is exactly the same now as then. For example, this year's bubble area lost between one-quarter and one-third, while in the same period in 2000, the Nasdaq also lost about one-quarter.</p><p>The behavior patterns of traders are also highly similar. Near the end of 1999, for fear of missing out on the last opportunity, those former Internet skeptics, such as institutional investors and hedge funds that had always insisted on sitting on the sidelines, could no longer hold on, and started the buy-buy-buy mode. Active day traders took advantage of the IPO trading opportunities of Internet companies, often making a lot of money in one day.</p><p>In the last quarter of 2000, a similar drama was actually playing out. Tesla has finally gained widespread recognition for inclusion in the S&P 500. Solar and clean energy have become essential ingredients in the portfolios of large institutions. Otherwise, it is not enough to prove that they are serious about environmental issues. As for the buying price, it is irrelevant. SPACs replaced traditional IPOs as the face of the 2000 go-public frenzy, and many loss-making startups used the tool curve to go public successfully.</p><p>In fact, when the Nasdaq was in a frenzy, the performance of the S&P 500 was mediocre. As a result, from March to mid-June 2000, when the Nasdaq was bleeding, the S&P 500 fell only 4%. Today's situation is similar. Although various trend stocks are on the verge of collapse, the S&P 500 index continues to hit new highs.</p><p>By the year 2000, it was easy to believe that the whole market would be properly protected, because the big wheel had begun to abandon wild growth stocks in favor of solid, cheap industrial stocks and other neglected value stocks. In fact, this protection mechanism did work for some time. In September 2000, the S&P 500 Index once had the meaning of returning to its high point in March of that year, but at this time, everyone began to learn more information and realized that the crazy market of the Nasdaq Index had begun to cause the economy to slow down. So the S&P 500 turned around and went down, and to its low point in 2002, it was almost halved from its peak.</p><p>Fortunately, today, people have every reason to believe that this time, the market can withstand the pressure and not be dragged down by the sinking of those once heavily bubbled sectors. Of course, there are actually similarities between the situation of the S&P 500 index now and back then. For example, according to Refinitiv data, the forward-looking P/E of the index based on profit expectations is now 21.2, which is far from 22.6 20 years ago, and people today also believe in the big rotation from growth to value.</p><p>The key is that today's plunge in trend stock prices such as clean energy and electric vehicles, even the halving of Bitcoin prices, is different from the burst of the Internet bubble that year, because the scope of bubble expansion is not wide enough, its burst has much less impact on consumers' disposable funds. When the S&P 500 index reached its peak in 2000, half of its net worth actually came from the support of Internet stocks. Today, the ratio of Tesla and those bubbling sectors together is far less than that of the past.</p><p>Today, the financing and expenditure scale of the corresponding enterprises in these sectors where the market burst first and then burst is far from the same as that of the boom and burst cycle of the Internet bubble, and the number of employees is much smaller. If enterprises account for a small amount of the economy, their influence on the economy will naturally be smaller. Today, unlike back then, not so many big enterprises have invested heavily in the imaginary so-called \"new economy\". As for the investment direction they have chosen, such as electric vehicles, it is expected to continue in the future for various reasons, and it is impossible to change course just because shareholders are unhappy.</p><p>Treasury Bond is also giving stocks more support this time around. In 2000, with the ten-year Treasury Bond returning nearly 7% a year and the S&P 500 earnings forecast only 4% of the price, stock market investors certainly had reason to fear diversion. But this time is different. Although the earnings yield of the S&P 500 is about the same as before, the yield of the 10-year Treasury Bond is only a mere 1.5%.</p><p>Of course, the U.S. economy and stock market are still facing many different other threats, but there is reason to believe that the small-scale repeat of the Internet bubble in the past nine months is actually just a mini-bubble. Mini-bubbles like this have appeared more than once in the big bull market after 2009, with the only difference that this round is a little bigger.</p>","source":"txmg","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>Is the dot-com bust of 2000 repeating itself?</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\">\nIs the dot-com bust of 2000 repeating itself?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-06-18 21:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>When the Nasdaq was in a frenzy, the performance of the S&P 500 was mediocre. As a result, from March to mid-June 2000, when the Nasdaq was bleeding, the S&P 500 fell only 4%. Today's situation is similar. Although various trend stocks are on the verge of collapse, the S&P 500 index continues to hit new highs.</i><img src=\"https://static.tigerbbs.com/99c91bf6230050c441088bddb166b2a1\" tg-width=\"1080\" tg-height=\"746\" referrerpolicy=\"no-referrer\"></p><p>Could it be that the scene of the bursting of the Internet bubble 20 years ago is actually repeating itself under everyone's noses, but no one noticed it? This may sound a little weird, but no one can help but admit that the jaw-dropping boom-to-ruin scene between the second half of 1999 and the first half of 2000 is quite similar to the frenzy that has played out over clean energy, electric vehicles, marijuana, and special purpose acquisition companies (SPACs) for the last nine months.</p><p>If this appearance between the two continues, it will be huge bad news for investors who enter the market late. Now, with Tesla as a typical proxy, the prices of these so-called trending stocks have all fallen by a quarter to a third from their highs this year. Now, the only thing you can be grateful for is that, unlike around the millennium, the current troubles are confined to specific areas, and there are several reasons to support the judgment that the troubles will not spread to the whole market.</p><p>From the market performance and traders' behavior patterns, it is not difficult to find the similarities between then and now.</p><p>In the second half of 1999, investors sought after Internet stocks for fear of missing opportunities, which made the Nasdaq soar by as much as 83% in just a few months from the end of September to its peak in March 2000. The same is true today, with Invesco's solar ETF surging 88%, BlackRock's global clean energy ETF surging 81% and Ark's innovation ETF surging 70% from last September to this year's high.</p><p>At the beginning, the stock price of Cisco, the iconic stock of the Internet bubble, rose by 133% in this cycle, while Tesla, the spokesman of today's bubble stock, rose by 110% from September last year to the peak this year. In the beginning, those pure Internet stocks tripled in price, and now, cannabis funds are performing similarly.</p><p>Even the time nodes are not bad at all. Trend stocks in many fields peaked in February and March this year, and at the beginning, the dot-com bubble reached its peak on March 10, 2000. Also, after the bubble burst until mid-June, the market is exactly the same now as then. For example, this year's bubble area lost between one-quarter and one-third, while in the same period in 2000, the Nasdaq also lost about one-quarter.</p><p>The behavior patterns of traders are also highly similar. Near the end of 1999, for fear of missing out on the last opportunity, those former Internet skeptics, such as institutional investors and hedge funds that had always insisted on sitting on the sidelines, could no longer hold on, and started the buy-buy-buy mode. Active day traders took advantage of the IPO trading opportunities of Internet companies, often making a lot of money in one day.</p><p>In the last quarter of 2000, a similar drama was actually playing out. Tesla has finally gained widespread recognition for inclusion in the S&P 500. Solar and clean energy have become essential ingredients in the portfolios of large institutions. Otherwise, it is not enough to prove that they are serious about environmental issues. As for the buying price, it is irrelevant. SPACs replaced traditional IPOs as the face of the 2000 go-public frenzy, and many loss-making startups used the tool curve to go public successfully.</p><p>In fact, when the Nasdaq was in a frenzy, the performance of the S&P 500 was mediocre. As a result, from March to mid-June 2000, when the Nasdaq was bleeding, the S&P 500 fell only 4%. Today's situation is similar. Although various trend stocks are on the verge of collapse, the S&P 500 index continues to hit new highs.</p><p>By the year 2000, it was easy to believe that the whole market would be properly protected, because the big wheel had begun to abandon wild growth stocks in favor of solid, cheap industrial stocks and other neglected value stocks. In fact, this protection mechanism did work for some time. In September 2000, the S&P 500 Index once had the meaning of returning to its high point in March of that year, but at this time, everyone began to learn more information and realized that the crazy market of the Nasdaq Index had begun to cause the economy to slow down. So the S&P 500 turned around and went down, and to its low point in 2002, it was almost halved from its peak.</p><p>Fortunately, today, people have every reason to believe that this time, the market can withstand the pressure and not be dragged down by the sinking of those once heavily bubbled sectors. Of course, there are actually similarities between the situation of the S&P 500 index now and back then. For example, according to Refinitiv data, the forward-looking P/E of the index based on profit expectations is now 21.2, which is far from 22.6 20 years ago, and people today also believe in the big rotation from growth to value.</p><p>The key is that today's plunge in trend stock prices such as clean energy and electric vehicles, even the halving of Bitcoin prices, is different from the burst of the Internet bubble that year, because the scope of bubble expansion is not wide enough, its burst has much less impact on consumers' disposable funds. When the S&P 500 index reached its peak in 2000, half of its net worth actually came from the support of Internet stocks. Today, the ratio of Tesla and those bubbling sectors together is far less than that of the past.</p><p>Today, the financing and expenditure scale of the corresponding enterprises in these sectors where the market burst first and then burst is far from the same as that of the boom and burst cycle of the Internet bubble, and the number of employees is much smaller. If enterprises account for a small amount of the economy, their influence on the economy will naturally be smaller. Today, unlike back then, not so many big enterprises have invested heavily in the imaginary so-called \"new economy\". As for the investment direction they have chosen, such as electric vehicles, it is expected to continue in the future for various reasons, and it is impossible to change course just because shareholders are unhappy.</p><p>Treasury Bond is also giving stocks more support this time around. In 2000, with the ten-year Treasury Bond returning nearly 7% a year and the S&P 500 earnings forecast only 4% of the price, stock market investors certainly had reason to fear diversion. But this time is different. Although the earnings yield of the S&P 500 is about the same as before, the yield of the 10-year Treasury Bond is only a mere 1.5%.</p><p>Of course, the U.S. economy and stock market are still facing many different other threats, but there is reason to believe that the small-scale repeat of the Internet bubble in the past nine months is actually just a mini-bubble. Mini-bubbles like this have appeared more than once in the big bull market after 2009, with the only difference that this round is a little bigger.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/4ouQLb804GMKxIMH9670ZA\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99c91bf6230050c441088bddb166b2a1","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/4ouQLb804GMKxIMH9670ZA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148232508","content_text":"当年纳指陷入一片疯狂的时候，标普500指数的表现却是平庸乏味的，而结果就是，2000年3月到6月中旬，纳指血流成河的时候，标普500指数只下跌了4%。今天的情况也差不多，虽然各种趋势股票已经濒临崩盘，但是标普500指数还在持续创下新高。\n\n\n难道说，二十年前互联网泡沫破灭的一幕其实正在大家眼皮底下重演，却没有人注意到？听起来，这种说法似乎是有点怪异，但是谁都不能不承认，1999年下半年到2000年上半年令人瞠目结舌的从繁荣到毁灭的那一幕，与最近九个月以来围绕着清洁能源、电动汽车、大麻和特殊目的收购公司（SPAC）等主题上演的疯狂，确实颇有异曲同工之处。\n如果两者之间的这种神似一直保持下去，那么对于入场较晚的投资者而言，简直就是个天大的坏消息了。现在，以特斯拉为典型代表，这些所谓趋势股票的价格与今年的高点相比，都已经下跌了四分之一到三分之一。现在，大家唯一可以感到庆幸的只剩下了一点，即与千禧年前后不同，当下的麻烦主要局限在一些特定领域当中，若干理由都支撑着麻烦不会扩散到整个大盘的判断。\n从市场表现和交易者行为模式当中，都不难找到当时与现在的神似之处。\n1999年下半年，由于害怕错失机会，投资者纷纷追捧互联网股票，使得纳指从9月底到2000年3月的顶点，短短几个月就暴涨了83%之多。今天也是如此，从去年9月到今年的高点，Invesco旗下太阳能ETF大涨88%，贝莱德旗下全球清洁能源ETF大涨81%，Ark 旗下创新ETF大涨70%。\n当初，互联网泡沫的标志性股票思科股价在这个周期内大涨133%，而今天的泡沫股票代言人特斯拉，从去年9月到今年峰值的涨幅是110%。当初，那些纯粹的互联网股票价格都翻升了两倍，而现在，大麻基金也有类似表现。\n甚至时间节点都丝毫不差。众多领域的趋势股票都是在今年2月和3月见顶，而当初，互联网泡沫达到最高点是在2000年3月10日。还有，在泡沫破灭之后直至6月中旬的行情，现在和当时也是如出一辙，比如今年的泡沫领域损失幅度在四分之一到三分之一之间，而2000年同期，纳指也是损失了大约四分之一。\n交易者的行为模式也高度类似。到了接近1999年年底的时候，由于害怕错失最后的机会，那些之前的互联网怀疑者，比如机构投资者，以及一直坚持作壁上观的对冲基金都再也坚持不住了，开启了买买买模式，而活跃的日间交易者更是利用互联网公司的IPO交易机会，经常一天就赚到盆满钵满。\n2000年最后一个季度，其实也在上演类似的戏码。特斯拉终于得到广泛的认可，纳入了标普500指数。太阳能和清洁能源变成了大机构投资组合当中的必备成分，不如此不足以证明他们对环境问题的重视，至于买进价格已经无关紧要了。SPAC取代了传统IPO，成为2000年上市狂热的代言人，许多亏损的初创公司都利用这一工具曲线上市成功。\n事实上，当年纳指陷入一片疯狂的时候，标普500指数的表现却是平庸乏味的，而结果就是，2000年3月到6月中旬，纳指血流成河的时候，标普500指数只下跌了4%。今天的情况也差不多，虽然各种趋势股票已经濒临崩盘，但是标普500指数还在持续创下新高。\n2000年的时候，人们很容易相信，整个大盘将得到妥当的保护，因为大轮动之下，人们已经开始放弃狂野的成长型股票，转向稳健、廉价的工业股票，以及其他被忽视的价值型股票。事实上，这保护机制确实在一段时间内发挥了作用。2000年9月，标普500指数一度大有重归当年3月高点的意思，但是这时，大家开始了解到更多的信息，意识到纳指的疯狂行情已经开始导致经济减速了。于是标普500指数调头下行，到2002年的低点，与峰值相比几乎腰斩。\n好在今天，人们有充分的理由相信，这一次，大盘是能够顶住压力，不至于因为那些曾经泡沫化严重的板块的沉沦而被拖下水。当然，现在和当初，标普500指数的处境其实确实有类似之处，比如根据Refinitiv的数据，指数基于盈利预期的前瞻市盈率现在是21.2，距离二十年前的22.6相去无几，而且今天的人们也笃信着从成长型到价值型的大轮动。\n关键在于，今天清洁能源、电动汽车等趋势股票价格的暴跌，甚至连比特币价格的腰斩都算上，与当年互联网泡沫破灭不同的地方就在于，因为泡沫扩张的范围不够广，因此其破灭对消费者可支配资金的影响要小得多。标普500指数达到2000年峰值的时候，其身家的半数其实都来自互联网股票的支持，而今天，特斯拉和那些泡沫化板块加在一起，比例也远不及当年。\n今天市场先泡沫后破灭的这些板块，相应企业融资和支出规模都远不能和互联网泡沫繁荣和破灭周期同日而语，而且员工人数也要少得多。如果企业在经济当中占比较小，则其对经济的影响力自然也就来得较小。今天和当年不同，并没有那么多大企业大力投资于想象中的所谓“新经济”，而至于他们已经选择的投资方向，比如电动汽车，未来预计也还会因为种种原因继续下去，不可能单单因为股东不高兴就改弦更张。\n国债这次也为股票提供了更多的支持。在2000年，面对十年期国债年回报率接近7%，而标普500指数的盈利预期只有价格的4%的局面，股市投资者当然有理由担心投资被分流。可是这次不同，虽然标普500指数的盈利收益率与当初相差不多，但是十年期国债的收益率却只有区区1.5%。\n当然，美国经济和股市还在面对着其他许多不同的威胁，但是人们有理由相信，过去九个月的互联网泡沫小规模重演其实只是一场迷你泡沫，类似这样的迷你泡沫在2009年之后的大牛市当中已经出现过不止一次了，差别只是这一轮的体量要更大一点。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166417965,"gmtCreate":1624022469657,"gmtModify":1703826788863,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578565274483399","idStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166417965","repostId":"1131103648","repostType":4,"repost":{"id":"1131103648","kind":"news","pubTimestamp":1624021249,"share":"https://ttm.financial/m/news/1131103648?lang=en_US&edition=fundamental","pubTime":"2021-06-18 21:00","market":"us","language":"zh","title":"Noah's Chief Economist: Too fast and too much rate hike or trigger a debt crisis","url":"https://stock-news.laohu8.com/highlight/detail?id=1131103648","media":"腾讯美股","summary":"诺亚控股首席经济学家夏春表示，在8月份全球央行会议上公布缩减QE的计划可能性是最高的，预计美联储最快也要到明年一季度才开始正式缩减购债。考虑到目前低利率环境，美联储正式开始缩减QE，以及开始加息时，对","content":"<p><i>Xia Chun, chief economist of Noah Holdings, said that it is most likely to announce the plan to reduce QE at the global central bank meeting in August, and it is expected that the Federal Reserve will not officially reduce bond purchases until the first quarter of next year at the earliest. Considering the current low interest rate environment, the negative impact on US stocks should be short-lived when the Federal Reserve officially begins to reduce QE, and when the rate hike begins. The trend of U.S. stocks will be more affected by changes in corporate earnings and valuations. However, after several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</i><img src=\"https://static.tigerbbs.com/addb3eb595ad4a26afb82ab7d3609422\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>At 2: 00 a.m. on June 17th, Beijing time, the Federal Reserve announced its interest rate decision, announcing that it would keep the benchmark interest rate unchanged in the range of 0%-0.25%, and at the same time keep the scale of bond purchase unchanged at USD 120 billion per month, in line with the widespread expectations of the market. However, the Federal Reserve has not given any timetable for tapering QE (Quantitative Easing), which the market is closely watching.</p><p>In addition, the Federal Reserve sharply raised its inflation forecast for this year and also brought forward the timeframe for the next rate hike. The \"dot plot\" shows that the Fed will rate hike twice before the end of 2023. Previously, they said in March that they would not rate hike until at least 2024. This triggered sharp fluctuations in the financial market, the yield of U.S. bonds soared sharply, and U.S. stocks plunged across the board.</p><p>In this regard, Xia Chun, chief economist of Noah Holdings, said that at present, it is more likely that there will be two rate hike in 2023. The trend of the US dollar is greatly correlated with the trend of Treasury Bond yield. From the perspective of fundamentals, valuation and some technical indicators, the possibility of the US dollar strengthening and weakening in the short term exists, especially if the plan to reduce QE is announced in August, it will bring short-term support to the US dollar.</p><p>As for the trend of US stocks, the relationship with US bond yield and US dollar in the short term is not so direct. On the contrary, the relationship with corporate profit performance and market risk appetite is more obvious. However, after several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</p><p>He also said that the possibility of unveiling the plan to taper QE at the global central bank meeting in August is the highest, because the June economic data released in July, especially the inflation data, is an important basis to test the current views of the Federal Reserve and the market. Considering the timing of the announcement of the QE reduction plan, there is little chance that the Fed will start formally tapering QE by the end of this year. We don't expect the Fed to officially taper bond purchases until the first quarter of next year at the earliest.</p><p>The following is a transcript of the interview:</p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Finance: Is there a contradiction between the Fed's sharp increase in inflation expectations and the fact that inflation is only temporary? Is there a risk that inflation will get out of control?</p><p>Xia Chun: The Fed's June meeting raised the core inflation rate to 3% from 2.2% at the March meeting, which is closely related to the inflation data in the past April and May that exceeded market expectations.<b>It is normal for the Fed to update its inflation expectations based on new data and does not contradict the idea that inflation is only temporary</b>。</p><p>At present, several major factors pushing up inflation, such as base effect, release of pent-up demand, supply and logistics bottlenecks, Biden administration's fiscal stimulus policy, labor market shortage, and rising commodity prices, are mostly temporary. For example, economic growth momentum will peak in the second quarter, general consumption, durable consumer goods, new home demand, commodity prices, etc. have recently fallen from their highs, and the end of the federal unemployment benefit program at the end of September will help improve labor market employment.</p><p>In addition, we see that the growth rate of M2 money supply has dropped significantly, the speed of money circulation has remained low, and the labor cost of enterprises has remained at a stable level before the beginning of the epidemic. Current surveys also show that<b>Most economists and fund managers agree that inflation is temporary and will drop significantly in the fourth quarter.</b></p><p>Part of the relatively high uncertainty lies in the repeated impact of the pandemic on supply chains and the unexpected results of some policies (such as the response to chip shortages that are beyond the prediction range of general economic models). Therefore, there is no clear interval for \"temporarity\" (although most people think it is within 3-6 months).</p><p><b>The risk of runaway inflation is small. For example, the antibodies of a group of people who were vaccinated earlier began to fail, and the epidemic worsened in the fourth quarter. At present, this is unlikely.</b>The Federal Reserve can control some speculative demand through monetary policy adjustment to avoid runaway inflation, but monetary policy can't solve the supply shortage and supply chain bottleneck caused by the epidemic.</p><p>Tencent Finance: The dot plot shows that there are two rate hike expected before the end of 2023. But Fed Chairman Powell said the dot plot is not a good predictor of future interest rate movements, and rate hike remains distant. What do you think of Powell's statement? Will rate hike happen ahead of time? Will the Federal Reserve officials expect that the rate hike will be advanced and the number of times will increase. Will it push up the US dollar and cause US stocks to fall sharply?</p><p>Xia Chun: Powell maintained his usual dovish attitude, but<b>Judging from past history, dot plots are indeed not a good prediction tool.</b>According to the dot plot of the Federal Reserve after the epidemic in 2020, there will be no rate hike before 2023. In other words, the rate hike will not start until 2024. However, the actual situation is that the performance of the US economy has been better than expected since the third quarter of 2020, so the market generally believes that rate hike is earlier than the Fed's expectation. At present, two rate hike in 2023 are more likely.</p><p><b>There is a great correlation between the trend of US dollar and the trend of Treasury Bond yield</b>From the perspective of fundamentals, valuations and some technical indicators,<b>There is a possibility that the US dollar will strengthen and weaken in the short term, especially if the plan to reduce QE is announced in August, which will bring short-term support to the US dollar</b>。 As for the trend of U.S. stocks,<b>In the short term, the relationship with US bond yield and US dollar is not so direct. On the contrary, the relationship with corporate profit performance and market risk appetite is more obvious.</b></p><p>Considering the current low interest rate environment, the negative impact on US stocks should be short-lived when the Federal Reserve officially begins to reduce QE, and when the rate hike begins. The trend of U.S. stocks will be more affected by changes in corporate earnings and valuations. but<b>After several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</b></p><p>Tencent Finance: The Federal Reserve's policy statement did not give a clue to reduce QE. At the same time, Bloomberg survey shows that many economists expect the Federal Reserve to release a signal about reducing QE at the annual meeting of global central banks in August. What do you think? Do you think the Fed will start tapering QE this year?</p><p>Xia Chun: Due to the unsatisfactory recent economic data, the market believes that the Federal Reserve will not discuss the plan to reduce QE at the June meeting. Powell explained that he would have to wait for more data before seriously talking about tapering QE.<b>The possibility of unveiling the plan to taper QE at the global central bank meeting in August is the highest, because the June economic data released in July, especially the inflation data, is an important basis to test the current views of the Federal Reserve and the market.</b>Referring to the market impact caused by reducing QE in the past, the Fed hopes to release clearer information that is more in line with market expectations to reduce the impact on the market.</p><p>Considering the timing of the announcement of the QE reduction plan,<b>It's highly unlikely that the Fed will start formally tapering QE by the end of the year.</b>In May 2013, the QE reduction plan was announced, and the actual implementation began in December of that year. We<b>It is not expected that the Federal Reserve will officially taper its bond purchases until the first quarter of next year at the earliest.</b></p><p>Tencent Finance: What does the Federal Reserve mean by adjusting the excess reserve rate (IOER) from 0.1% to 0.15% while adjusting the overnight reverse repo rate from 0% to 0.05%? What impact will it have on the market?</p><p>Xia Chun: These are mainly fine-tuning for the liquidity needs of the money market and repo market, and there were also lowering actions in May.<b>Minor impact on stock and bond markets</b>。</p><p>Tencent Finance: The yield of U.S. bonds has been declining recently, once falling below 1.5%. Why does this phenomenon happen? Do you expect Treasury yields to climb further? What level will it rise to this year?</p><p>Xia Chun: The core reason is that some recently released economic data (consumption, employment, etc.) are not as satisfactory as expected. The probability of peaking economic growth in the second quarter increases, and the market's demand for Treasury Bond increases, especially from overseas funds. On the other hand, the upward momentum of the global stock market has eased after the short-term surge. After the overall good performance of listed companies, the possibility of continuing to exceed market expectations in the future has declined.</p><p>The impetus for the rise of U.S. bond yields in the second half of the year should occur before and after the Federal Reserve's meeting officially announced the timetable for tapering bond purchases.<b>Treasury Bond yields are expected to rise nearly 2% in the second half of the year a decade ago, but exceeding is unlikely.</b></p><p>Tencent Finance: Since March 2020, the Federal Reserve and the U.S. government have launched massive monetary and fiscal stimulus at the same time. At present, the debt scale of the United States exceeds 28 trillion dollars. If rate hike arrives early, will it trigger a fiscal and debt crisis?</p><p>Xia Chun:<b>At present, the U.S. debt-to-GDP ratio exceeds 130 percent, and several other major advanced economies have approached that percentage</b>Historically, such a high proportion of Treasury Bond will have adverse consequences for the economy. Considering that it is difficult to solve the problem by default, debt restructuring, depreciation and other methods at present, it is one of the common practices in history to reduce debt repayment in disguise by allowing inflation.</p><p>At the current level of interest rates, the proportion of interest repaid by the U.S. Treasury Bond in GDP is at a level that is not high compared with history.<b>rate hike would push up molecular interest rates, expanding that weight, raising the risk of a depreciation of the dollar, triggering a debt crisis and preventing congressional approval for U.S. infrastructure and social projects</b>。</p><p>In addition to these considerations, the Federal Reserve and the Treasury also hope to reduce the real interest rate, reduce the savings level of residents and enterprises (mainly the rich and large enterprises), and increase investment demand by tolerating high inflation levels, which will help to boost economic growth and solve the current problem of excessive Treasury Bond by enlarging the denominator GDP.</p><p>On the whole, the Fed's judgment on the temporary nature of inflation has a reasonable side, and its tolerance of inflation has a realistic need.</p>","source":"txmg","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>Noah's Chief Economist: Too fast and too much rate hike or trigger a debt crisis</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\">\nNoah's Chief Economist: Too fast and too much rate hike or trigger a debt crisis\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-06-18 21:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>Xia Chun, chief economist of Noah Holdings, said that it is most likely to announce the plan to reduce QE at the global central bank meeting in August, and it is expected that the Federal Reserve will not officially reduce bond purchases until the first quarter of next year at the earliest. Considering the current low interest rate environment, the negative impact on US stocks should be short-lived when the Federal Reserve officially begins to reduce QE, and when the rate hike begins. The trend of U.S. stocks will be more affected by changes in corporate earnings and valuations. However, after several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</i><img src=\"https://static.tigerbbs.com/addb3eb595ad4a26afb82ab7d3609422\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>At 2: 00 a.m. on June 17th, Beijing time, the Federal Reserve announced its interest rate decision, announcing that it would keep the benchmark interest rate unchanged in the range of 0%-0.25%, and at the same time keep the scale of bond purchase unchanged at USD 120 billion per month, in line with the widespread expectations of the market. However, the Federal Reserve has not given any timetable for tapering QE (Quantitative Easing), which the market is closely watching.</p><p>In addition, the Federal Reserve sharply raised its inflation forecast for this year and also brought forward the timeframe for the next rate hike. The \"dot plot\" shows that the Fed will rate hike twice before the end of 2023. Previously, they said in March that they would not rate hike until at least 2024. This triggered sharp fluctuations in the financial market, the yield of U.S. bonds soared sharply, and U.S. stocks plunged across the board.</p><p>In this regard, Xia Chun, chief economist of Noah Holdings, said that at present, it is more likely that there will be two rate hike in 2023. The trend of the US dollar is greatly correlated with the trend of Treasury Bond yield. From the perspective of fundamentals, valuation and some technical indicators, the possibility of the US dollar strengthening and weakening in the short term exists, especially if the plan to reduce QE is announced in August, it will bring short-term support to the US dollar.</p><p>As for the trend of US stocks, the relationship with US bond yield and US dollar in the short term is not so direct. On the contrary, the relationship with corporate profit performance and market risk appetite is more obvious. However, after several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</p><p>He also said that the possibility of unveiling the plan to taper QE at the global central bank meeting in August is the highest, because the June economic data released in July, especially the inflation data, is an important basis to test the current views of the Federal Reserve and the market. Considering the timing of the announcement of the QE reduction plan, there is little chance that the Fed will start formally tapering QE by the end of this year. We don't expect the Fed to officially taper bond purchases until the first quarter of next year at the earliest.</p><p>The following is a transcript of the interview:</p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Finance: Is there a contradiction between the Fed's sharp increase in inflation expectations and the fact that inflation is only temporary? Is there a risk that inflation will get out of control?</p><p>Xia Chun: The Fed's June meeting raised the core inflation rate to 3% from 2.2% at the March meeting, which is closely related to the inflation data in the past April and May that exceeded market expectations.<b>It is normal for the Fed to update its inflation expectations based on new data and does not contradict the idea that inflation is only temporary</b>。</p><p>At present, several major factors pushing up inflation, such as base effect, release of pent-up demand, supply and logistics bottlenecks, Biden administration's fiscal stimulus policy, labor market shortage, and rising commodity prices, are mostly temporary. For example, economic growth momentum will peak in the second quarter, general consumption, durable consumer goods, new home demand, commodity prices, etc. have recently fallen from their highs, and the end of the federal unemployment benefit program at the end of September will help improve labor market employment.</p><p>In addition, we see that the growth rate of M2 money supply has dropped significantly, the speed of money circulation has remained low, and the labor cost of enterprises has remained at a stable level before the beginning of the epidemic. Current surveys also show that<b>Most economists and fund managers agree that inflation is temporary and will drop significantly in the fourth quarter.</b></p><p>Part of the relatively high uncertainty lies in the repeated impact of the pandemic on supply chains and the unexpected results of some policies (such as the response to chip shortages that are beyond the prediction range of general economic models). Therefore, there is no clear interval for \"temporarity\" (although most people think it is within 3-6 months).</p><p><b>The risk of runaway inflation is small. For example, the antibodies of a group of people who were vaccinated earlier began to fail, and the epidemic worsened in the fourth quarter. At present, this is unlikely.</b>The Federal Reserve can control some speculative demand through monetary policy adjustment to avoid runaway inflation, but monetary policy can't solve the supply shortage and supply chain bottleneck caused by the epidemic.</p><p>Tencent Finance: The dot plot shows that there are two rate hike expected before the end of 2023. But Fed Chairman Powell said the dot plot is not a good predictor of future interest rate movements, and rate hike remains distant. What do you think of Powell's statement? Will rate hike happen ahead of time? Will the Federal Reserve officials expect that the rate hike will be advanced and the number of times will increase. Will it push up the US dollar and cause US stocks to fall sharply?</p><p>Xia Chun: Powell maintained his usual dovish attitude, but<b>Judging from past history, dot plots are indeed not a good prediction tool.</b>According to the dot plot of the Federal Reserve after the epidemic in 2020, there will be no rate hike before 2023. In other words, the rate hike will not start until 2024. However, the actual situation is that the performance of the US economy has been better than expected since the third quarter of 2020, so the market generally believes that rate hike is earlier than the Fed's expectation. At present, two rate hike in 2023 are more likely.</p><p><b>There is a great correlation between the trend of US dollar and the trend of Treasury Bond yield</b>From the perspective of fundamentals, valuations and some technical indicators,<b>There is a possibility that the US dollar will strengthen and weaken in the short term, especially if the plan to reduce QE is announced in August, which will bring short-term support to the US dollar</b>。 As for the trend of U.S. stocks,<b>In the short term, the relationship with US bond yield and US dollar is not so direct. On the contrary, the relationship with corporate profit performance and market risk appetite is more obvious.</b></p><p>Considering the current low interest rate environment, the negative impact on US stocks should be short-lived when the Federal Reserve officially begins to reduce QE, and when the rate hike begins. The trend of U.S. stocks will be more affected by changes in corporate earnings and valuations. but<b>After several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</b></p><p>Tencent Finance: The Federal Reserve's policy statement did not give a clue to reduce QE. At the same time, Bloomberg survey shows that many economists expect the Federal Reserve to release a signal about reducing QE at the annual meeting of global central banks in August. What do you think? Do you think the Fed will start tapering QE this year?</p><p>Xia Chun: Due to the unsatisfactory recent economic data, the market believes that the Federal Reserve will not discuss the plan to reduce QE at the June meeting. Powell explained that he would have to wait for more data before seriously talking about tapering QE.<b>The possibility of unveiling the plan to taper QE at the global central bank meeting in August is the highest, because the June economic data released in July, especially the inflation data, is an important basis to test the current views of the Federal Reserve and the market.</b>Referring to the market impact caused by reducing QE in the past, the Fed hopes to release clearer information that is more in line with market expectations to reduce the impact on the market.</p><p>Considering the timing of the announcement of the QE reduction plan,<b>It's highly unlikely that the Fed will start formally tapering QE by the end of the year.</b>In May 2013, the QE reduction plan was announced, and the actual implementation began in December of that year. We<b>It is not expected that the Federal Reserve will officially taper its bond purchases until the first quarter of next year at the earliest.</b></p><p>Tencent Finance: What does the Federal Reserve mean by adjusting the excess reserve rate (IOER) from 0.1% to 0.15% while adjusting the overnight reverse repo rate from 0% to 0.05%? What impact will it have on the market?</p><p>Xia Chun: These are mainly fine-tuning for the liquidity needs of the money market and repo market, and there were also lowering actions in May.<b>Minor impact on stock and bond markets</b>。</p><p>Tencent Finance: The yield of U.S. bonds has been declining recently, once falling below 1.5%. Why does this phenomenon happen? Do you expect Treasury yields to climb further? What level will it rise to this year?</p><p>Xia Chun: The core reason is that some recently released economic data (consumption, employment, etc.) are not as satisfactory as expected. The probability of peaking economic growth in the second quarter increases, and the market's demand for Treasury Bond increases, especially from overseas funds. On the other hand, the upward momentum of the global stock market has eased after the short-term surge. After the overall good performance of listed companies, the possibility of continuing to exceed market expectations in the future has declined.</p><p>The impetus for the rise of U.S. bond yields in the second half of the year should occur before and after the Federal Reserve's meeting officially announced the timetable for tapering bond purchases.<b>Treasury Bond yields are expected to rise nearly 2% in the second half of the year a decade ago, but exceeding is unlikely.</b></p><p>Tencent Finance: Since March 2020, the Federal Reserve and the U.S. government have launched massive monetary and fiscal stimulus at the same time. At present, the debt scale of the United States exceeds 28 trillion dollars. If rate hike arrives early, will it trigger a fiscal and debt crisis?</p><p>Xia Chun:<b>At present, the U.S. debt-to-GDP ratio exceeds 130 percent, and several other major advanced economies have approached that percentage</b>Historically, such a high proportion of Treasury Bond will have adverse consequences for the economy. Considering that it is difficult to solve the problem by default, debt restructuring, depreciation and other methods at present, it is one of the common practices in history to reduce debt repayment in disguise by allowing inflation.</p><p>At the current level of interest rates, the proportion of interest repaid by the U.S. Treasury Bond in GDP is at a level that is not high compared with history.<b>rate hike would push up molecular interest rates, expanding that weight, raising the risk of a depreciation of the dollar, triggering a debt crisis and preventing congressional approval for U.S. infrastructure and social projects</b>。</p><p>In addition to these considerations, the Federal Reserve and the Treasury also hope to reduce the real interest rate, reduce the savings level of residents and enterprises (mainly the rich and large enterprises), and increase investment demand by tolerating high inflation levels, which will help to boost economic growth and solve the current problem of excessive Treasury Bond by enlarging the denominator GDP.</p><p>On the whole, the Fed's judgment on the temporary nature of inflation has a reasonable side, and its tolerance of inflation has a realistic need.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/D26oXlpOoaJEhKQaoZ4LPA\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/addb3eb595ad4a26afb82ab7d3609422","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/D26oXlpOoaJEhKQaoZ4LPA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131103648","content_text":"诺亚控股首席经济学家夏春表示，在8月份全球央行会议上公布缩减QE的计划可能性是最高的，预计美联储最快也要到明年一季度才开始正式缩减购债。考虑到目前低利率环境，美联储正式开始缩减QE，以及开始加息时，对美股的负面影响应该都会比较短暂。美股走势更多会受到企业盈利和估值变化的影响。不过数次加息之后，叠加上缩表，美股也会迎来明显的调整，但这个出现的时间可能要到2024年了。\n\n\n北京时间6月17日凌晨2点，美联储公布利率决议，宣布维持基准利率在0%-0.25%区间不变，同时维持购债规模在每月1200亿美元不变，符合市场广泛预期。但是，市场密切关注的缩减QE（Quantitative Easing，量化宽松）问题，美联储并未给出任何时间表。\n此外，美联储大幅上调对今年通胀的预期，还提前了下一次加息的时间框架。“点阵图”显示，美联储在2023年底前将会加息两次。此前，他们在3月份表示，至少在2024年之前都不会加息。这引发了金融市场大幅波动，美债收益率大幅飙升，美股全线大跌。\n对此，诺亚控股首席经济学家夏春表示，目前来看，2023年出现两次加息的可能性较大。美元走势与国债收益率走势的相关性较大，从基本面，估值以及一些技术性指标来看，美元在短期内走强和走弱的可能性都存在，特别是如果缩减QE的计划在8月宣布，会对美元带来短期支撑的效果。\n至于美股的走势，短期内与美债收益率和美元的关系并不是那么直接，相反与企业盈利表现以及市场的风险偏好关系更加明显一些。不过数次加息之后，叠加上缩表，美股也会迎来明显的调整，但这个出现的时间可能要到2024年了。\n他还表示，在8月份全球央行会议上公布缩减QE的计划可能性是最高的，因为7月份公布的6月份经济数据，特别是通胀数据是检验目前美联储和市场观点的重要依据。考虑到公布缩减QE计划的时间，美联储在今年底开始正式缩减QE的可能性很小。我们预计美联储最快也要到明年一季度才开始正式缩减购债。\n以下为采访实录：\n腾讯财经：美联储大幅上调通胀预期，同时还称通胀只是暂时的，这是否有矛盾？通胀是否有失控的风险？\n夏春：美联储6月会议将核心通胀率从3月会议的2.2%上调到3%，与过去4月和5月的通胀数据均超过市场预期紧密相关，美联储根据新的数据更新通胀预期是正常的，与通胀只是暂时的观点并没有矛盾。\n目前推升通胀的几大因素例如基数效应，被压抑的需求释放，供应与物流瓶颈，拜登政府的财政刺激政策，劳动力市场短缺，大宗商品价格上升等因素大部分都是暂时的，例如经济增长动力将在二季度见顶，一般消费，耐用消费品，新房需求，大宗商品价格等最近已经从高点回落，联邦失业补助计划在9月底结束有助于改善劳动力市场就业等。\n此外，我们看到M2货币供应增速明显回落，货币流通速度依然保持在低位，企业用工成本在疫情开始前到现在均维持在稳定的水平。目前调查也显示大部分经济学家和基金经理认同通胀是暂时的，四季度会明显回落。\n相对来说不确定性较高的部分在于疫情反复对供应链的影响，以及部分政策产生的意料之外的结果（例如对芯片短缺带来的反应超出一般经济模型的预测范围）。也因此“暂时性”并没有一个清晰的区间（尽管大部分人认为在3-6个月内）。\n通胀失控的风险很小，例如较早接种疫苗的一批人的抗体开始失效，而疫情在四季度出现恶化，目前来看这种可能性较小。美联储可以通过货币政策的调整来控制一些投机型的需求避免通胀失控，但货币政策无法解决疫情造成的供给短缺和供应链瓶颈。\n腾讯财经：点阵图显示，2023年底前料有两次加息。但美联储主席鲍威尔表示，点阵图对未来利率走势不是一个很好的预测工具，加息依然遥远。您怎么看鲍威尔这一表述？加息是否会提前发生？美联储官员预期加息提前，且次数增多，是否会推升美元，并导致美股大幅下跌？\n夏春：鲍威尔维持了一贯的鸽派态度，不过从过往历史来看，点阵图的确不是一个很好的预测工具。按照美联储从2020年疫情之后的点阵图来看，2023年之前都不会进行加息，换言之，加息要到2024年才开始，但是实际情况是美国经济的表现在2020年第三季度开始就比预期的要理想，因此市场普遍认为加息要早于美联储的预期。目前来看，2023年出现两次加息的可能性较大。\n美元走势与国债收益率走势的相关性较大，从基本面，估值以及一些技术性指标来看，美元在短期内走强和走弱的可能性都存在，特别是如果缩减QE的计划在8月宣布，会对美元带来短期支撑的效果。至于美股的走势，短期内与美债收益率和美元的关系并不是那么直接，相反与企业盈利表现以及市场的风险偏好关系更加明显一些。\n考虑到目前低利率环境，美联储正式开始缩减QE，以及开始加息时，对美股的负面影响应该都会比较短暂。美股走势更多会受到企业盈利和估值变化的影响。不过数次加息之后，叠加上缩表，美股也会迎来明显的调整，但这个出现的时间可能要到2024年了。\n腾讯财经：美联储政策声明中并未给出缩减QE的线索，同时彭博调查显示，很多经济学家预计美联储可能会在8月份全球央行年会上释放有关缩减QE的信号，您怎么看？您认为美联储会在今年开始缩减QE吗？\n夏春：由于近期的部分经济数据不够理想，市场认为美联储不会在6月会议上讨论缩减QE的计划。鲍威尔解释还需要等待更多的数据才会认真讨论缩减QE。在8月份全球央行会议上公布缩减QE的计划可能性是最高的，因为7月份公布的6月份经济数据，特别是通胀数据是检验目前美联储和市场观点的重要依据。参照过往缩减QE造成的市场冲击，美联储希望能够释放更加清晰，更符合市场预期的信息以降低对市场的冲击。\n考虑到公布缩减QE计划的时间，美联储在今年底开始正式缩减QE的可能性很小。2013年5月宣布缩减QE计划，实际执行开始于当年12月份。我们预计美联储最快也要到明年一季度才开始正式缩减购债。\n腾讯财经：美联储将超额准备金利率（IOER）从0.1%调整至0.15%，同时将隔夜逆回购利率由0%调整至0.05%，这一举措意味着什么？会对市场造成什么影响？\n夏春：这些主要是针对货币市场和回购市场的流动性需要进行的微调，5月也有调低的动作，对股票和债券市场的影响不大。\n腾讯财经：美债收益率近期不断下滑，一度跌破1.5%，为何会产生这一现象？您预计美债收益率会进一步攀升吗？今年会升至什么水平？\n夏春：核心原因在于近期公布的一些经济数据（消费，就业等）不及预期理想，二季度经济增长见顶的概率加大，市场对国债的需求上升，尤其是来自于海外的资金。另一方面，全球股市在短期内大涨之后的上行动力有所缓和，上市公司整体创下很好的业绩之后，在未来继续超越市场预期的可能性下降。\n美债收益率在下半年上涨的动力应该出现在美联储会议正式公布缩减购买债券的时间表的前后发生，预计十年前国债收益率下半年将上升接近2%，但超出的可能性不大。\n腾讯财经：自2020年3月来，美联储和美国政府双管齐下，同时推出大规模货币和财政刺激。当前，美国债务规模超过28万亿美元，加息如果提前到来是否会引发财政和债务危机？\n夏春：目前，美国债务占GDP的比重超过了130%，而其他几个主要发达经济体也已经接近这一百分比，历史上，这么高的国债比重会对经济产生不利的后果，考虑到目前难以采取违约，债务重组，贬值等方法解决，那么通过放任通胀来变相降低债务偿还是历史上常见的做法之一。\n在目前的利率水平下，美国国债偿还利息占GDP的比重处在一个和历史相比并不算高的水平，加息会推升分子利息，扩大这一比重，加大美元贬值的风险，引发债务危机，并且阻碍美国基建计划和社会项目获得国会的批准。\n除了这些考虑，美联储和财政部还希望通过容忍较高的通胀水平，来压低实际利率，降低居民和企业（主要是富人和大企业）的储蓄水平，增加投资需求，这样有助于提升经济增长，通过做大分母GDP，来解决目前的国债水平过高的难题。\n综合来看，美联储对通胀暂时性的判断有合理的一面，对通胀的容忍也有现实的需要。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169680804,"gmtCreate":1623832695008,"gmtModify":1703820813188,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578565274483399","idStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169680804","repostId":"1183086785","repostType":4,"repost":{"id":"1183086785","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":1623831348,"share":"https://ttm.financial/m/news/1183086785?lang=en_US&edition=fundamental","pubTime":"2021-06-16 16:15","market":"hk","language":"zh","title":"Times Angel closed up 131.79% on the first day of listing, with a turnover of 5.8 billion ranking first in Hong Kong stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1183086785","media":"老虎资讯综合","summary":"6月16日，时代天使今日首日上市，盘中最高涨183.24%报490港元，最终收涨131.79%报401港元，全天成交58.78亿港元，位居港股市场第一位，换手率8.96%，市值665亿港元。\n时代天使","content":"<p>On June 16,<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a>On the first day of listing today, it rose by 183.24% to HK$ 490 in the intraday session, and finally closed by 131.79% to HK$ 401. The turnover of the whole day was HK$ 5.878 billion, ranking first in the Hong Kong stock market, with a turnover rate of 8.96% and a market value of HK$ 66.5 billion.</p><p>Times Angel is a leading invisible orthotic solution provider in China, with a market share of 41.3%, and Align Technology (<a href=\"https://laohu8.com/S/AVY\">Ailey</a>Technology/Invisalign) chambers compete, forming a duopoly competition pattern. Analysts pointed out that the reason why the market is so optimistic about the angel of the times is mainly because its rival Avery Technology (ALGN.US) has seen its share price soar in the past 10 years, and it is a veritable big bull stock in the US stock market. As of the close of trading on June 15th, Avery Technology's total market value was USD 47.5 billion (about HK$ 368.7 billion).</p><p><img src=\"https://static.tigerbbs.com/efb194c74df068f6a146d8c014517d48\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Times Angel closed up 131.79% on the first day of listing, with a turnover of 5.8 billion ranking first in Hong Kong stocks</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\">\nTimes Angel closed up 131.79% on the first day of listing, with a turnover of 5.8 billion ranking first in Hong Kong stocks\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 16:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 16,<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a>On the first day of listing today, it rose by 183.24% to HK$ 490 in the intraday session, and finally closed by 131.79% to HK$ 401. The turnover of the whole day was HK$ 5.878 billion, ranking first in the Hong Kong stock market, with a turnover rate of 8.96% and a market value of HK$ 66.5 billion.</p><p>Times Angel is a leading invisible orthotic solution provider in China, with a market share of 41.3%, and Align Technology (<a href=\"https://laohu8.com/S/AVY\">Ailey</a>Technology/Invisalign) chambers compete, forming a duopoly competition pattern. Analysts pointed out that the reason why the market is so optimistic about the angel of the times is mainly because its rival Avery Technology (ALGN.US) has seen its share price soar in the past 10 years, and it is a veritable big bull stock in the US stock market. As of the close of trading on June 15th, Avery Technology's total market value was USD 47.5 billion (about HK$ 368.7 billion).</p><p><img src=\"https://static.tigerbbs.com/efb194c74df068f6a146d8c014517d48\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"06699":"时代天使","AVY":"艾利"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183086785","content_text":"6月16日，时代天使今日首日上市，盘中最高涨183.24%报490港元，最终收涨131.79%报401港元，全天成交58.78亿港元，位居港股市场第一位，换手率8.96%，市值665亿港元。\n时代天使是国内领先的隐形矫治解决方案提供商，市占率41.3%，与横扫全球的国际巨头Align Technology(艾利科技/隐适美)分庭抗衡，形成双寡头竞争格局。分析人士指出，市场之所以如此看好时代天使，主因竞争对手艾利科技(ALGN.US)在过去的10多年里股价暴涨，是美股中名副其实的大牛股。截至6月15日收盘，艾利科技总市值475亿美元（约合3687亿港元）。","news_type":1,"symbols_score_info":{"AVY":0.9,"06699":0.9}},"isVote":1,"tweetType":1,"viewCount":2878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169617194,"gmtCreate":1623832663018,"gmtModify":1703820811541,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578565274483399","idStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169617194","repostId":"1164341990","repostType":4,"repost":{"id":"1164341990","kind":"news","pubTimestamp":1623832141,"share":"https://ttm.financial/m/news/1164341990?lang=en_US&edition=fundamental","pubTime":"2021-06-16 16:29","market":"hk","language":"zh","title":"Byte jumps into the medical aesthetics track","url":"https://stock-news.laohu8.com/highlight/detail?id=1164341990","media":"字母榜","summary":"字母榜近日发现，字节跳动旗下的小荷医疗已上线医学美容服务“小荷医美”。对于小荷医美后续业务拓展情况，字节暂未回复。\n小荷医美类似于美团丽人/美发频道下的医学美容栏目，主要提供撮合交易，不过前者以项目而","content":"<p>The alphabet list recently found that Xiaohe Medical, a subsidiary of ByteDance, has launched the medical beauty service \"Xiaohe Medical Beauty\". For the follow-up business expansion of Xiaohe Medical Beauty, Byte has not replied yet.</p><p>Xiaohe Medical Beauty is similar to the medical beauty column under the Meituan Beauty/Hairdressing Channel, which mainly provides matching transactions, but the former is displayed in the form of projects rather than merchants.</p><p><img src=\"https://static.tigerbbs.com/dcef44cd5c088af0a6cb49effc530c95\" tg-width=\"760\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p><p><b>At this stage, Xiaohe Medical Beauty provides services such as Bo Shui Light Needle, Thermage, photon skin rejuvenation, etc. At present, it is only online in Beijing and Harbin, and there are fewer merchants to choose from. The cooperative institutions in Beijing include Yuemei Medical, Pomegranate Medical Beauty, Asian Games Village Meizhong Yihe, Yimeier Jianxiang, and the only cooperative institution in Harbin is Yimeier.</b></p><p>According to the alphabet list, at the end of last year, ByteDance recruited medical aesthetics business interns, and its main responsibilities included the introduction and warehousing of medical aesthetics services. In addition, the recruitment platform shows that ByteDance is recently recruiting a medical aesthetics operation manager, responsible for the content operation of medical aesthetics. The job introduction does not show which business department the position belongs to.</p><p><img src=\"https://static.tigerbbs.com/36bf1c1608ccc3a49f2276ea620893df\" tg-width=\"1080\" tg-height=\"2218\" referrerpolicy=\"no-referrer\"></p><p>Medical aesthetic services are becoming a new growth magic weapon for transactional products. Previously, the \"China Medical Aesthetics Market Trend Insight Report\" released by Deloitte and Meituan showed that in the third quarter of 2020, the consumption orders of Meituan Medical Aesthetics increased by 98% year-on-year, the customer unit price increased by 15% year-on-year, and the total transaction volume increased by 127% year-on-year.</p><p>During the double 11 period of the same year, Hungry announced that in the first wave of sales period, the volume of medical aesthetic medical consumption orders increased nearly 7 times month-on-month, making it the most popular life service item. The average customer unit price was as high as 6,300 yuan, of which 30% of medical aesthetic orders came from the late-night live broadcast room.<img src=\"https://static.tigerbbs.com/7dcb0f474f9e744f6aec63a5b4eb71ea\" tg-width=\"766\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>Nowadays, Taobao anchors have also begun to sell medical beauty products in the live broadcast room. During 618 this year, Taobao top anchor Sydney once promoted the Medical Beauty Festival. According to the alphabet list, a combination package (including Thermage, fotona 4D pro and other projects) with a price of 27,999 yuan in the live broadcast room sold more than 800 pieces, with sales exceeding 20 million yuan; The sales volume of a combination package with a price of 25,999 yuan also exceeded 200 pieces, with sales exceeding 5 million yuan.</p><p>Guosheng Securities recently released a report showing that China is the world's largest medical aesthetics market. It is expected that the consumption scale of medical aesthetics will double in 2025, with the market scale increasing from 138.6 billion yuan in 2020 to 280.1 billion yuan in 2025, with a five-year CAGR of 15.11%. The market scale of surgery/injection/optoelectronics is 1417/993/39.1 billion yuan respectively. Based on urban women aged 19-49, the user penetration rate will increase to 6.30%/15.32%/20.25% respectively, corresponding to 11,92/2895/38.27 million consumers, and the customer unit price is 11,892/3430/1021 yuan respectively.</p><p>Obviously, Byte will not miss this track with high unit price, vast market, and available traffic.</p><p>\"Byte, which has traffic advantages, wants to find new areas for growth, so look at the industries with relatively large market size, that is, medical care, education, and real estate.\" An Internet product person once told the alphabet list. These three fields are the industries that Byte has quickly cut into in the past one or two years. In the middle of last year, the progress of Byte's layout of big health also began to accelerate.</p><p>In May 2020, ByteDance wholly acquired Encyclopedia Famous Doctor for 500 million yuan. Byte later responded that the acquisition of Encyclopedia Famous Doctor was mainly to build a more complete platform content ecology.</p><p>In October of the same year, Byte unified its medical brand as \"Xiaohe\". In 2019, Byte launched the medical product Green Pine Cone, which was initially positioned as \"medical search + seriously ill community\". In this round of brand integration, Green Pine Cone APP was updated to Xiaohe. In addition, Byte also launched a product named \"Doctor Xiaohe\".</p><p>Product page of initial stage of Xiaohe name change</p><p>In the early days after the name change, Xiaohe mainly provided \"Quick Ask the Doctor\" and \"Check the Medical Code\".<a href=\"https://laohu8.com/S/III\">Information Services</a>, the \"prescription purchase\" function has not yet been opened. At the beginning of this year, the famous doctors in the encyclopedia have appeared under the new brand name of \"Xiaohe Medical Code\".</p><p>In addition, at the end of last year, Byte has opened an offline clinic named \"Pinecone Clinic\", with services covering gynecology, general practice, dermatology, traditional Chinese medicine, health management, etc.<b>At present, Xiaohe Clinic is recruiting medical aesthetic doctors and medical aesthetic nurses.</b></p><p>Obviously, Byte's layout for medical care won't just stop in the field of information services. The main revenue force of Internet company's big health business is e-commerce service.<a href=\"https://laohu8.com/S/00241\">Alibaba Health</a>In fiscal year 2021 (as of March 31, 2021), revenue was 15.52 billion yuan, of which revenue from pharmaceutical e-commerce platform business was 1.965 billion yuan and revenue from pharmaceutical self-operated business was 13.216 billion yuan.</p><p>At the beginning of Xiaohe Medical, it set up a page for \"prescription drug purchase\" to be launched. In version 3.6.0 in March this year, Xiaohe officially launched the online drug purchase service.</p><p><b>Xiaohe is moving from providing information services to providing transaction services.</b></p><p>In addition to online drug purchase, medical aesthetics is probably one of the faster growing areas in the medical field, and the customer unit price of medical aesthetics products is relatively high, which can obviously contribute a lot to the growth of GMV. All major Internet companies are here.</p><p>In 2016, Tmall Medical Beauty was officially launched, and Tmall and Ali Health merged into the field of medical beauty. In mid-2019, Ali Health pointed out in the announcement that the consumer medical business has become another strong engine for the Group's next revenue and profit growth. In March this year, Wang Yajun, general manager of hungry consumer medical care, once said that nearly 60% of medical beauty businesses have tried to broadcast live goods, and the turnover of medical beauty live broadcast in Sydney live broadcast room has exceeded 100 million.</p><p>During 618 last year,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>It was announced that at 12 noon on June 18th, the turnover of medical aesthetics increased by 510 times year-on-year, and the turnover of light medical aesthetics services increased by 236 times from the previous day. On the eve of 618 this year,<a href=\"https://laohu8.com/S/06618\">JD Health</a>And<a href=\"https://laohu8.com/S/SY\">New Oxygen</a>Cooperation has been reached, and the official flagship store of SoYoung Medical Beauty has settled in JD.COM, serving 17 cities including Beijing, Shanghai, Guangzhou and Shenzhen.</p><p>Xiaohe's entry into the medical beauty track is not only an important layout in the byte medical field, but also a progress in its local life field.</p><p>New Oxygen has repeatedly emphasized that its business model is \"media + community + e-commerce\", that is, users are attracted to the platform through the content of the new media matrix, and community content is shared by users to help consumers choose medical institutions and solve decision-making problems. E-commerce appointments help consumers screen institutions, make appointments and bargain online.</p><p><b>Obviously, the sales of medical aesthetic products are extremely compatible with platforms with content and community attributes. In the business system of large companies, most of the medical beauty business belongs to the in-store business in the local life business. For example, the Meituan business was previously a sub-category of the original Beauty Business Department, and it was upgraded to an independent business department at the end of 2018.</b></p><p>In addition, the alphabet list found that many of the medical beauty products previously sold in Sydney Live Room came from the store \"Hungry Medical Beauty Medical\", and clicking on the store details will jump to \"Tmall Medical Beauty\".</p><p><img src=\"https://static.tigerbbs.com/d7af41e67f4bb60df07984683b9097e0\" tg-width=\"1080\" tg-height=\"2082\" referrerpolicy=\"no-referrer\"></p><p>Mastering the bytes of flow valves naturally won't miss this business. Judging from Byte's current actions, Xiaohe was the first to break into the medical beauty track, not<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Preferential group buying in the Local Life Business section. At present, the preferential group purchase of Tik Tok local life business segment only provides two products: gourmet catering and hotel homestay, and has not yet sold medical aesthetic products.</p><p>However, Tik Tok has five channels: food, leisure and entertainment, accommodation, beauty and play. At present, there is only one sub-category of beauty salons in the beauty channel, and some of them have launched group purchase products, most of which are nursing items, and there are no medical and aesthetic items such as surgery, injection and optoelectronics.</p><p>Obviously, Douyin's layout in the medical beauty track is relatively cautious. At the end of 2018, Toutiao published medical advertisements illegally without obtaining medical advertisement review certificates<a href=\"https://laohu8.com/S/600085\">Tong Ren Tang</a>Health food advertisements and illegal advertisements of over-the-counter drugs were fined 3 million yuan.</p><p>Judging from the current SKU, the number of cooperative medical beauty institutions, and the richness of cities covered, Xiaohe Medical Beauty is still in its infancy, and there are still many gaps compared with platforms such as Meituan, Tmall and New Oxygen. However, it is conceivable that Tik Tok group buying will continue to move closer to public comments, and the key action of moving closer is to make up the categories and enrich SKUs.</p>","source":"ZMB","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>Byte jumps into the medical aesthetics track</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\">\nByte jumps into the medical aesthetics track\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">字母榜</strong><span class=\"h-time small\">2021-06-16 16:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The alphabet list recently found that Xiaohe Medical, a subsidiary of ByteDance, has launched the medical beauty service \"Xiaohe Medical Beauty\". For the follow-up business expansion of Xiaohe Medical Beauty, Byte has not replied yet.</p><p>Xiaohe Medical Beauty is similar to the medical beauty column under the Meituan Beauty/Hairdressing Channel, which mainly provides matching transactions, but the former is displayed in the form of projects rather than merchants.</p><p><img src=\"https://static.tigerbbs.com/dcef44cd5c088af0a6cb49effc530c95\" tg-width=\"760\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p><p><b>At this stage, Xiaohe Medical Beauty provides services such as Bo Shui Light Needle, Thermage, photon skin rejuvenation, etc. At present, it is only online in Beijing and Harbin, and there are fewer merchants to choose from. The cooperative institutions in Beijing include Yuemei Medical, Pomegranate Medical Beauty, Asian Games Village Meizhong Yihe, Yimeier Jianxiang, and the only cooperative institution in Harbin is Yimeier.</b></p><p>According to the alphabet list, at the end of last year, ByteDance recruited medical aesthetics business interns, and its main responsibilities included the introduction and warehousing of medical aesthetics services. In addition, the recruitment platform shows that ByteDance is recently recruiting a medical aesthetics operation manager, responsible for the content operation of medical aesthetics. The job introduction does not show which business department the position belongs to.</p><p><img src=\"https://static.tigerbbs.com/36bf1c1608ccc3a49f2276ea620893df\" tg-width=\"1080\" tg-height=\"2218\" referrerpolicy=\"no-referrer\"></p><p>Medical aesthetic services are becoming a new growth magic weapon for transactional products. Previously, the \"China Medical Aesthetics Market Trend Insight Report\" released by Deloitte and Meituan showed that in the third quarter of 2020, the consumption orders of Meituan Medical Aesthetics increased by 98% year-on-year, the customer unit price increased by 15% year-on-year, and the total transaction volume increased by 127% year-on-year.</p><p>During the double 11 period of the same year, Hungry announced that in the first wave of sales period, the volume of medical aesthetic medical consumption orders increased nearly 7 times month-on-month, making it the most popular life service item. The average customer unit price was as high as 6,300 yuan, of which 30% of medical aesthetic orders came from the late-night live broadcast room.<img src=\"https://static.tigerbbs.com/7dcb0f474f9e744f6aec63a5b4eb71ea\" tg-width=\"766\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>Nowadays, Taobao anchors have also begun to sell medical beauty products in the live broadcast room. During 618 this year, Taobao top anchor Sydney once promoted the Medical Beauty Festival. According to the alphabet list, a combination package (including Thermage, fotona 4D pro and other projects) with a price of 27,999 yuan in the live broadcast room sold more than 800 pieces, with sales exceeding 20 million yuan; The sales volume of a combination package with a price of 25,999 yuan also exceeded 200 pieces, with sales exceeding 5 million yuan.</p><p>Guosheng Securities recently released a report showing that China is the world's largest medical aesthetics market. It is expected that the consumption scale of medical aesthetics will double in 2025, with the market scale increasing from 138.6 billion yuan in 2020 to 280.1 billion yuan in 2025, with a five-year CAGR of 15.11%. The market scale of surgery/injection/optoelectronics is 1417/993/39.1 billion yuan respectively. Based on urban women aged 19-49, the user penetration rate will increase to 6.30%/15.32%/20.25% respectively, corresponding to 11,92/2895/38.27 million consumers, and the customer unit price is 11,892/3430/1021 yuan respectively.</p><p>Obviously, Byte will not miss this track with high unit price, vast market, and available traffic.</p><p>\"Byte, which has traffic advantages, wants to find new areas for growth, so look at the industries with relatively large market size, that is, medical care, education, and real estate.\" An Internet product person once told the alphabet list. These three fields are the industries that Byte has quickly cut into in the past one or two years. In the middle of last year, the progress of Byte's layout of big health also began to accelerate.</p><p>In May 2020, ByteDance wholly acquired Encyclopedia Famous Doctor for 500 million yuan. Byte later responded that the acquisition of Encyclopedia Famous Doctor was mainly to build a more complete platform content ecology.</p><p>In October of the same year, Byte unified its medical brand as \"Xiaohe\". In 2019, Byte launched the medical product Green Pine Cone, which was initially positioned as \"medical search + seriously ill community\". In this round of brand integration, Green Pine Cone APP was updated to Xiaohe. In addition, Byte also launched a product named \"Doctor Xiaohe\".</p><p>Product page of initial stage of Xiaohe name change</p><p>In the early days after the name change, Xiaohe mainly provided \"Quick Ask the Doctor\" and \"Check the Medical Code\".<a href=\"https://laohu8.com/S/III\">Information Services</a>, the \"prescription purchase\" function has not yet been opened. At the beginning of this year, the famous doctors in the encyclopedia have appeared under the new brand name of \"Xiaohe Medical Code\".</p><p>In addition, at the end of last year, Byte has opened an offline clinic named \"Pinecone Clinic\", with services covering gynecology, general practice, dermatology, traditional Chinese medicine, health management, etc.<b>At present, Xiaohe Clinic is recruiting medical aesthetic doctors and medical aesthetic nurses.</b></p><p>Obviously, Byte's layout for medical care won't just stop in the field of information services. The main revenue force of Internet company's big health business is e-commerce service.<a href=\"https://laohu8.com/S/00241\">Alibaba Health</a>In fiscal year 2021 (as of March 31, 2021), revenue was 15.52 billion yuan, of which revenue from pharmaceutical e-commerce platform business was 1.965 billion yuan and revenue from pharmaceutical self-operated business was 13.216 billion yuan.</p><p>At the beginning of Xiaohe Medical, it set up a page for \"prescription drug purchase\" to be launched. In version 3.6.0 in March this year, Xiaohe officially launched the online drug purchase service.</p><p><b>Xiaohe is moving from providing information services to providing transaction services.</b></p><p>In addition to online drug purchase, medical aesthetics is probably one of the faster growing areas in the medical field, and the customer unit price of medical aesthetics products is relatively high, which can obviously contribute a lot to the growth of GMV. All major Internet companies are here.</p><p>In 2016, Tmall Medical Beauty was officially launched, and Tmall and Ali Health merged into the field of medical beauty. In mid-2019, Ali Health pointed out in the announcement that the consumer medical business has become another strong engine for the Group's next revenue and profit growth. In March this year, Wang Yajun, general manager of hungry consumer medical care, once said that nearly 60% of medical beauty businesses have tried to broadcast live goods, and the turnover of medical beauty live broadcast in Sydney live broadcast room has exceeded 100 million.</p><p>During 618 last year,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>It was announced that at 12 noon on June 18th, the turnover of medical aesthetics increased by 510 times year-on-year, and the turnover of light medical aesthetics services increased by 236 times from the previous day. On the eve of 618 this year,<a href=\"https://laohu8.com/S/06618\">JD Health</a>And<a href=\"https://laohu8.com/S/SY\">New Oxygen</a>Cooperation has been reached, and the official flagship store of SoYoung Medical Beauty has settled in JD.COM, serving 17 cities including Beijing, Shanghai, Guangzhou and Shenzhen.</p><p>Xiaohe's entry into the medical beauty track is not only an important layout in the byte medical field, but also a progress in its local life field.</p><p>New Oxygen has repeatedly emphasized that its business model is \"media + community + e-commerce\", that is, users are attracted to the platform through the content of the new media matrix, and community content is shared by users to help consumers choose medical institutions and solve decision-making problems. E-commerce appointments help consumers screen institutions, make appointments and bargain online.</p><p><b>Obviously, the sales of medical aesthetic products are extremely compatible with platforms with content and community attributes. In the business system of large companies, most of the medical beauty business belongs to the in-store business in the local life business. For example, the Meituan business was previously a sub-category of the original Beauty Business Department, and it was upgraded to an independent business department at the end of 2018.</b></p><p>In addition, the alphabet list found that many of the medical beauty products previously sold in Sydney Live Room came from the store \"Hungry Medical Beauty Medical\", and clicking on the store details will jump to \"Tmall Medical Beauty\".</p><p><img src=\"https://static.tigerbbs.com/d7af41e67f4bb60df07984683b9097e0\" tg-width=\"1080\" tg-height=\"2082\" referrerpolicy=\"no-referrer\"></p><p>Mastering the bytes of flow valves naturally won't miss this business. Judging from Byte's current actions, Xiaohe was the first to break into the medical beauty track, not<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Preferential group buying in the Local Life Business section. At present, the preferential group purchase of Tik Tok local life business segment only provides two products: gourmet catering and hotel homestay, and has not yet sold medical aesthetic products.</p><p>However, Tik Tok has five channels: food, leisure and entertainment, accommodation, beauty and play. At present, there is only one sub-category of beauty salons in the beauty channel, and some of them have launched group purchase products, most of which are nursing items, and there are no medical and aesthetic items such as surgery, injection and optoelectronics.</p><p>Obviously, Douyin's layout in the medical beauty track is relatively cautious. At the end of 2018, Toutiao published medical advertisements illegally without obtaining medical advertisement review certificates<a href=\"https://laohu8.com/S/600085\">Tong Ren Tang</a>Health food advertisements and illegal advertisements of over-the-counter drugs were fined 3 million yuan.</p><p>Judging from the current SKU, the number of cooperative medical beauty institutions, and the richness of cities covered, Xiaohe Medical Beauty is still in its infancy, and there are still many gaps compared with platforms such as Meituan, Tmall and New Oxygen. However, it is conceivable that Tik Tok group buying will continue to move closer to public comments, and the key action of moving closer is to make up the categories and enrich SKUs.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/L1PhD1NBUFEKkw5t4UgD7w\">字母榜</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57922dcc5f7a43f1fddaf18d1a519025","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/L1PhD1NBUFEKkw5t4UgD7w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164341990","content_text":"字母榜近日发现，字节跳动旗下的小荷医疗已上线医学美容服务“小荷医美”。对于小荷医美后续业务拓展情况，字节暂未回复。\n小荷医美类似于美团丽人/美发频道下的医学美容栏目，主要提供撮合交易，不过前者以项目而非商家的形式展示。\n\n现阶段，小荷医美提供博水光针、热玛吉、光子嫩肤等服务项目，目前仅在北京、哈尔滨上线，可供选择的商家较少，在北京的合作机构包括悦美好医、石榴医美、亚运村美中宜和、伊美尔健翔，在哈尔滨的合作机构仅有伊美尔一家。\n字母榜查询到，在去年年底，字节跳动就曾招聘医美业务实习生，主要职责就包括负责医美服务的引入和入库。另外，招聘平台显示，近期字节跳动正招聘医美运营经理，负责医美方向内容运营工作，职位介绍未显示该职位归属于哪一业务部门。\n\n医美服务正成为交易型产品的新增长法宝。此前德勤联合美团发布的《中国医美市场趋势洞察报告》显示，2020年第三季度，美团医美消费订单量同比增加98%，客单价同比增加15%，交易总额同比增加127%。\n同年双11期间，饿了么则公布，在第一波售卖期，医美医疗消费订单量环比增长近7倍，为最受欢迎的生活服务项目，平均客单价高达6300元，其中有30%的医美订单来自深夜直播间。\n如今，淘宝主播们也开始在直播间卖医美产品。今年618期间，淘宝top主播雪梨就曾推医美节。字母榜查询到，一款在直播间售价27999元的组合套餐（含热玛吉、fotona 4D pro等项目）销售量超800件，销售额超2000万元；一款售价为25999元的组合套餐的销量也超200件，销售额超500万元。\n国盛证券近日发布报告显示，中国为全球最大医美市场，预计2025年医美消费规模实现翻倍增长，市场规模从2020年的1386亿元增至2025年的2801亿元，五年CAGR 15.11%，手术类/注射类/光电类市场规模分别为1417/993/391亿元，以19-49岁城镇女性为基数，用户渗透率分别提升至6.30%/15.32%/20.25%，对应消费人数1192/2895/3827万人，客单价分别为11892/3430/1021元。\n显然，字节不会错过这一客单价高、市场广阔，而又可用流量浇灌的赛道。\n“拥有流量优势的字节要找到新领域获得增长，那么看市场规模比较大的行业，那就是医疗、教育、房产。”一位互联网产品人士曾向字母榜表示。而这三个领域正是字节近一两年快速切入的行业，在去年年中，字节布局大健康的进度也开始提速。\n2020年5月，字节跳动以5亿元全资收购百科名医，字节后来曾回应，收购百科名医主要是为建设更完整的平台内容生态。\n同年10月，字节将旗下医疗品牌统一为“小荷”。2019年，字节曾推出医疗产品绿松果，初期定位为“医疗搜索+重病社区”，在这一轮品牌整合中，绿松果APP更新为小荷，此外，字节还上线了一款名为“小荷医生”的产品。\n小荷更名初期产品页面\n更名后初期，小荷主要提供“快速问医生”、“查医典”等信息服务，“处方购药”功能尚未开放。今年年初，百科名医已经以“小荷医典”的新品牌名出现。\n另外，去年年底，字节已开设了一家名为“松果诊所”的线下诊疗机构，服务涵盖妇科、全科、皮肤科、中医、健康管理等。目前，小荷门诊正在招聘医疗美容医生和医美护士。\n显然，字节对医疗的布局不会只停留在信息服务领域。互联网公司大健康业务的营收主力军正是电商服务，阿里健康2021财年（截止2021年3月31日）收入155.2亿元，其中医药电商平台业务收入为19.65亿元，医药自营业务的收入为132.16亿元。\n小荷医疗上线初期便设置了“处方购药”待上线的页面，而在今年3月的3.6.0版本中，小荷正式上线在线购药服务。\n小荷正从提供信息服务走向提供交易服务。\n除了在线购药，医美大概是医疗领域增长较快的领域之一，且医美产品客单价较高，显然能对GMV增长助益不少，互联网大公司无不在此落子。\n2016年，天猫医美正式启动，天猫与阿里健康合并进驻医美领域，2019年年中，阿里健康在公告中指出，消费医疗业务已成为集团下一步收入和利润增长的又一个强劲引擎。今年3月，饿了么消费医疗总经理王亚军曾曾表示，已经有近60%的医美商家尝试直播带货，雪梨直播间的医美直播成交额曾破1亿。\n去年618期间，京东曾公布6月18日中午12点，医美成交额同比增长510倍，轻医美服务成交额环比前一天增长236倍。今年618前夕，京东健康和新氧达成合作，新氧医美官方旗舰店入驻京东，服务范围包括北上广深等十七座城市。\n小荷进军医美赛道不仅是字节医疗领域的重要布局，同时也是其本地生活领域的一个进展。\n新氧此前就曾反复强调其商业模式为“媒体+社区+电商”，即通过新媒体矩阵的内容将用户吸引到平台上，社区内容通过用户分享，帮助消费者挑选医疗机构、解决决策问题，电商预约帮助消费者筛选机构、预约及在线议价。\n显然，医美产品销售与拥有内容、社区属性的平台极为契合。在大公司的业务体系中，医美业务大多就归属于本地生活业务中的到店业务，比如美团业务此前就为原丽人业务部的细分品类，在2018年年底升级为独立业务部。\n另外，字母榜发现，雪梨直播间此前销售的医美产品中不少来自店铺“饿了么医美医疗”，点击店铺详情则会跳转至“天猫医美”。\n\n掌握了流量阀门的字节自然不会错过这门生意。而从字节如今的动作来看，其最先闯入医美赛道的为小荷，而非抖音本地生活业务版块的优惠团购。目前，抖音本地生活业务板块的优惠团购仅提供美食餐饮和酒店民宿两项产品，尚未销售医美产品。\n不过抖音吃喝玩乐榜设有美食、休闲娱乐、住宿、丽人、游玩五个频道，目前丽人频道中仅有美容美发一个子类目，其中部分店铺已上线了团购产品，大多为护理类项目，无手术类、注射类、光电类等医美项目。\n显然，抖音在医美赛道的布局是相对谨慎的。2018年年底，今日头条曾在未取得医疗广告审查证明的情况下发布医疗广告，违法发布同仁堂保健食品广告以及非处方药非法广告，被处以罚款300万元。\n从目前的SKU、合作的医美机构数量、覆盖城市的丰富度来看，小荷医美尚处于起步阶段，与美团、天猫、新氧等平台相比尚有不少差距。但可以想见，抖音团购会继续向大众点评靠拢，而靠拢的关键动作就是补足品类，丰富SKU。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169614823,"gmtCreate":1623832624562,"gmtModify":1703820810550,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578565274483399","idStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169614823","repostId":"1152250109","repostType":4,"repost":{"id":"1152250109","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":1623830681,"share":"https://ttm.financial/m/news/1152250109?lang=en_US&edition=fundamental","pubTime":"2021-06-16 16:04","market":"other","language":"zh","title":"Roblox falls more than 8% premarket, May revenue slumps 11% month-over-month","url":"https://stock-news.laohu8.com/highlight/detail?id=1152250109","media":"老虎资讯综合","summary":"6月16日，美国在线游戏平台Roblox盘前跌超8%，此前公布5月营收环比下滑11%，日活用户为4300万，环比下滑1%。\n\n该公司预测，五月份的营收（指游戏玩家的签约营收）在2.16亿美元到2.19","content":"<p>June 16, U.S. Online Gaming Platform<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>It fell by more than 8% before the market. It was previously announced that the revenue in May fell by 11% month-on-month, and the daily active users were 43 million, down 1% month-on-month.</p><p><img src=\"https://static.tigerbbs.com/74304876f81e45244469ccbd840d93bf\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>The company forecasts May revenue, which refers to gamers' contracted revenue, to be between $216 million and $219 million. That level is down 11 percent from the median forecast for April. April forecast revenue of $242 million to $245 million. In addition to total revenue, the average sign-up revenue per active user also declined month-over-month in May.</p><p>Matthew Thornton, an analyst at Truist Securities Company in the United States, said that Roblox's revenue was weaker than expected, but the company also pointed out that its operating results tend to decline month-on-month in May and rise again in June.</p><p>Data shows that the number of daily active users of the Roblox platform decreased by 1% month-on-month in May. There were 43 million daily active users in May, compared to 43.3 million in April. However, the level of 43 million people is up 28% compared with the same period last year.</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>Roblox falls more than 8% premarket, May revenue slumps 11% month-over-month</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\">\nRoblox falls more than 8% premarket, May revenue slumps 11% month-over-month\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 16:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>June 16, U.S. Online Gaming Platform<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>It fell by more than 8% before the market. It was previously announced that the revenue in May fell by 11% month-on-month, and the daily active users were 43 million, down 1% month-on-month.</p><p><img src=\"https://static.tigerbbs.com/74304876f81e45244469ccbd840d93bf\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>The company forecasts May revenue, which refers to gamers' contracted revenue, to be between $216 million and $219 million. That level is down 11 percent from the median forecast for April. April forecast revenue of $242 million to $245 million. In addition to total revenue, the average sign-up revenue per active user also declined month-over-month in May.</p><p>Matthew Thornton, an analyst at Truist Securities Company in the United States, said that Roblox's revenue was weaker than expected, but the company also pointed out that its operating results tend to decline month-on-month in May and rise again in June.</p><p>Data shows that the number of daily active users of the Roblox platform decreased by 1% month-on-month in May. There were 43 million daily active users in May, compared to 43.3 million in April. However, the level of 43 million people is up 28% compared with the same period last year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dba0978d4c89448fe016105a561df6a9","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152250109","content_text":"6月16日，美国在线游戏平台Roblox盘前跌超8%，此前公布5月营收环比下滑11%，日活用户为4300万，环比下滑1%。\n\n该公司预测，五月份的营收（指游戏玩家的签约营收）在2.16亿美元到2.19亿美元之间。这一水平比四月的中位数预测值下降了11%。四月份预测营收为2.42亿美元到2.45亿美元。除了总收入之外，五月份平均每位活跃用户的签约收入也环比下滑。\n美国“Truist证券公司”分析师马修·索尔顿（Matthew Thornton）表示，Roblox公司的营收要比预期疲软，不过该公司也指出，五月份的经营业绩往往会出现环比下滑，而在六月份又会上升。\n数据显示，五月Roblox平台的日活跃用户数量环比减少了1%。五月份日活跃用户为4300万人，而四月份则是4330万人。不过4300万人的水平和去年同期相比则增加了28%。","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169614332,"gmtCreate":1623832616026,"gmtModify":1703820810062,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578565274483399","idStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169614332","repostId":"1150828904","repostType":4,"repost":{"id":"1150828904","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":1623831139,"share":"https://ttm.financial/m/news/1150828904?lang=en_US&edition=fundamental","pubTime":"2021-06-16 16:12","market":"other","language":"zh","title":"Oracle falls more than 4% premarket, cloud capex doubles in fiscal 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1150828904","media":"老虎资讯综合","summary":"6月16日，甲骨文盘前跌超4%，公司将使2022财年的云资本支出翻倍至近40亿美元。\n\n甲骨文在本周二表示，因公司持续加大对云计算业务的投资，以对抗亚马逊和微软等竞争对手，导致当前财季的利润不及预期。","content":"<p>On June 16,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>With a premarket drop of more than 4%, the company will double its cloud capex to nearly $4 billion in fiscal 2022.</p><p><img src=\"https://static.tigerbbs.com/826192cd85b9aa0b3af0fa7d88137c21\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Oracle said on Tuesday that the company continued to increase its investment in cloud computing to counter<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And other competitors, resulting in the profit of the current fiscal quarter that fell short of expectations.</p><p>Oracle plans to continue to invest more in its cloud computing business in 2022, doubling spending to $4 billion. The company has been building more data centers to help enterprises expand their businesses, enhance cloud service output, and win winners such as<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Wait for well-known customers.</p><p>However, investors and analysts still believe that Oracle's cloud computing business can only be considered a niche market compared with the two giants Microsoft and Amazon. At the same time, analysts also noted that \"one of Oracle's biggest problems is that despite its focus on cloud solutions, the company's revenue growth is extremely limited.\"</p><p>Oracle released its fourth fiscal quarter report for fiscal 2021 in the early hours of this morning. Its total revenue for the fourth fiscal quarter was US$11.227 billion, up 8% year-on-year, and its net profit was US$4.033 billion, up 29% year-on-year.</p><p>However, due to increased investment in cloud computing, Oracle forecasts current fiscal first-quarter earnings of 94 cents to 98 cents per share, below the estimate of $1.03.</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>Oracle falls more than 4% premarket, cloud capex doubles in fiscal 2022</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\">\nOracle falls more than 4% premarket, cloud capex doubles in fiscal 2022\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 16:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 16,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>With a premarket drop of more than 4%, the company will double its cloud capex to nearly $4 billion in fiscal 2022.</p><p><img src=\"https://static.tigerbbs.com/826192cd85b9aa0b3af0fa7d88137c21\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Oracle said on Tuesday that the company continued to increase its investment in cloud computing to counter<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And other competitors, resulting in the profit of the current fiscal quarter that fell short of expectations.</p><p>Oracle plans to continue to invest more in its cloud computing business in 2022, doubling spending to $4 billion. The company has been building more data centers to help enterprises expand their businesses, enhance cloud service output, and win winners such as<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Wait for well-known customers.</p><p>However, investors and analysts still believe that Oracle's cloud computing business can only be considered a niche market compared with the two giants Microsoft and Amazon. At the same time, analysts also noted that \"one of Oracle's biggest problems is that despite its focus on cloud solutions, the company's revenue growth is extremely limited.\"</p><p>Oracle released its fourth fiscal quarter report for fiscal 2021 in the early hours of this morning. Its total revenue for the fourth fiscal quarter was US$11.227 billion, up 8% year-on-year, and its net profit was US$4.033 billion, up 29% year-on-year.</p><p>However, due to increased investment in cloud computing, Oracle forecasts current fiscal first-quarter earnings of 94 cents to 98 cents per share, below the estimate of $1.03.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"ORCL":"甲骨文"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150828904","content_text":"6月16日，甲骨文盘前跌超4%，公司将使2022财年的云资本支出翻倍至近40亿美元。\n\n甲骨文在本周二表示，因公司持续加大对云计算业务的投资，以对抗亚马逊和微软等竞争对手，导致当前财季的利润不及预期。\n甲骨文计划在 2022 年继续加大云计算业务的投资，支出将增加一倍，达到 40 亿美元。该公司一直在建立更多的数据中心，以助力企业扩大业务，增强云服务的产出，并赢得诸如 Zoom 等知名客户。\n不过，投资者和分析师仍认为，相比于微软和亚马逊这两家巨头，甲骨文的云计算业务只能算是小众市场。同时，分析师还指出，“甲骨文最大的问题之一是，尽管其专注于云解决方案，但公司的收入增长却极其有限。”\n甲骨文在今日凌晨发布了 2021 财年第四财季报，其第四财季总营收为 112.27 亿美元，同比增长 8%，净利润为 40.33 亿美元，同比增长 29%。\n不过由于对云计算投资的增加，甲骨文预测当前第一财季每股收益为 94 美分至 98 美分，低于预期的 1.03 美元。","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347275775,"gmtCreate":1618499144197,"gmtModify":1704711891191,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578565274483399","idStr":"3578565274483399"},"themes":[],"htmlText":"Up up&nbsp;","listText":"Up up&nbsp;","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347275775","repostId":"2127876885","repostType":2,"repost":{"id":"2127876885","kind":"news","pubTimestamp":1618497530,"share":"https://ttm.financial/m/news/2127876885?lang=en_US&edition=fundamental","pubTime":"2021-04-15 22:38","market":"us","language":"zh","title":"Bank of America expects the S&P 500 to end the year at 3,800 points, which means that the index closed on Wednesday...","url":"https://stock-news.laohu8.com/highlight/detail?id=2127876885","media":"新浪财经","summary":"美银预计，标普500指数年底时的点位将为3800点，这意味着该指数较周三收盘时的4124.66点还有8%左右的下跌空间。","content":"<p><html><body>Bank of America expects the S&P 500 to end the year at 3,800 points, which means the index has about 8% downside from Wednesday's close of 4,124.66 points.<div><img src=\"http://k.sinaimg.cn/n/zhibo/650/w500h150/20210415/4e04-knvsnuf4483691.jpg/w720fin.jpg\"/></div></body></html></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America expects the S&P 500 to end the year at 3,800 points, which means that the index closed on Wednesday...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America expects the S&P 500 to end the year at 3,800 points, which means that the index closed on Wednesday...\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-04-15 22:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Bank of America expects the S&P 500 to end the year at 3,800 points, which means the index has about 8% downside from Wednesday's close of 4,124.66 points.<div><img src=\"http://k.sinaimg.cn/n/zhibo/650/w500h150/20210415/4e04-knvsnuf4483691.jpg/w720fin.jpg\"/></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-04-15/doc-ikmyaawa9908415.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SSO":"2倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","OEX":"标普100",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SPY":"标普500ETF","SH":"做空标普500-Proshares"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-04-15/doc-ikmyaawa9908415.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127876885","content_text":"美银预计，标普500指数年底时的点位将为3800点，这意味着该指数较周三收盘时的4124.66点还有8%左右的下跌空间。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".SPX":0.6,"SSO":0.6,"IVV":0.6,"SH":0.6,"SDS":0.6,"SPXU":0.6,"OEF":0.6,"UPRO":0.6,"SPY":1,"OEX":0.6,"ESmain":1}},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347368917,"gmtCreate":1618466192839,"gmtModify":1704711268425,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578565274483399","idStr":"3578565274483399"},"themes":[],"htmlText":"Up up up&nbsp;","listText":"Up up up&nbsp;","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347368917","repostId":"1117780885","repostType":4,"repost":{"id":"1117780885","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":1618464658,"share":"https://ttm.financial/m/news/1117780885?lang=en_US&edition=fundamental","pubTime":"2021-04-15 13:30","market":"us","language":"zh","title":"TSMC's Q1 2021 net profit exceeded market expectations by NT$139.7 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1117780885","media":"老虎资讯综合","summary":"4月15日，$台积电$发布2021年第一季度业绩。2021年Q1营收3624.1亿新台币，市场预期3580.72亿新台币，去年同期3105.97亿新台币；2021年Q1净利润1397亿新台币，市场预期1340.19亿新台币，去年同期1169.87亿新台币；2021年Q1每股盈利5.39新台币，市场预期盈利5.17新台币，去年同期4.51新台币；2021年Q1毛利率52.4%，上一季度为54%。台积电在业绩发布会上表示：预计Q2销售额129亿美元至132亿美元；预计Q2毛利率49.5%至51.5%；预计Q2营业毛利率38.5%至40.5%，市场预估41.2%。","content":"<p>On April 15,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Released first quarter 2021 results. The financial report shows:</p><p><ul><li>Revenue in Q1 2021 was NT$362.41 billion, compared with market expectations of NT$358.072 billion and NT$310.597 billion in the same period last year;</li><li>Net profit in Q1 2021 was NT$139.7 billion, compared with market expectations of NT$134.019 billion and NT$116.987 billion in the same period last year;</li><li>Earnings per share for Q1 2021 were NT$5.39, compared with the market expectation of earnings of NT$5.17 and NT$4.51 for the same period last year;</li><li>Gross margin was 52.4% in Q1 2021, compared to 54% in the previous quarter.</li></ul>5nm shipments accounted for 14% of total wafer revenue and 7nm shipments accounted for 35% of total wafer revenue in the first quarter of 2021. Overall, advanced technologies (7nm and more) accounted for 49% of total wafer revenue.</p><p><img src=\"https://static.tigerbbs.com/465f569e88b72fa9816a2b0ea2421cc9\" tg-width=\"1505\" tg-height=\"689\" referrerpolicy=\"no-referrer\"></p><p>TSMC said at the results conference: It expects Q2 sales to be $12.9 billion to $13.2 billion; Expected Q2 gross margin of 49.5% to 51.5%; The gross operating margin is expected to be 38.5% to 40.5% in Q2, compared with the market estimate of 41.2%. Full-year capital expenditures are expected to be $30 billion, compared with previous forecasts of $25 billion to $28 billion; In dollar terms, the company is on track to grow about 20% this year; Capacity is expected to remain tight throughout the year.</p><p>5G and advanced chips will continue to support the company's business. There is a structural increase in global chip demand. We are expanding capacity in multiple locations. Strive to keep wafer prices at reasonable levels. Is doing its part to solve the chip supply shortage. The automotive chip shortage is expected to decrease significantly in the next quarter. We expect demand to remain high and the shortage will likely continue into next year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's Q1 2021 net profit exceeded market expectations by NT$139.7 billion</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\">\nTSMC's Q1 2021 net profit exceeded market expectations by NT$139.7 billion\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\">2021-04-15 13:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On April 15,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Released first quarter 2021 results. The financial report shows:</p><p><ul><li>Revenue in Q1 2021 was NT$362.41 billion, compared with market expectations of NT$358.072 billion and NT$310.597 billion in the same period last year;</li><li>Net profit in Q1 2021 was NT$139.7 billion, compared with market expectations of NT$134.019 billion and NT$116.987 billion in the same period last year;</li><li>Earnings per share for Q1 2021 were NT$5.39, compared with the market expectation of earnings of NT$5.17 and NT$4.51 for the same period last year;</li><li>Gross margin was 52.4% in Q1 2021, compared to 54% in the previous quarter.</li></ul>5nm shipments accounted for 14% of total wafer revenue and 7nm shipments accounted for 35% of total wafer revenue in the first quarter of 2021. Overall, advanced technologies (7nm and more) accounted for 49% of total wafer revenue.</p><p><img src=\"https://static.tigerbbs.com/465f569e88b72fa9816a2b0ea2421cc9\" tg-width=\"1505\" tg-height=\"689\" referrerpolicy=\"no-referrer\"></p><p>TSMC said at the results conference: It expects Q2 sales to be $12.9 billion to $13.2 billion; Expected Q2 gross margin of 49.5% to 51.5%; The gross operating margin is expected to be 38.5% to 40.5% in Q2, compared with the market estimate of 41.2%. Full-year capital expenditures are expected to be $30 billion, compared with previous forecasts of $25 billion to $28 billion; In dollar terms, the company is on track to grow about 20% this year; Capacity is expected to remain tight throughout the year.</p><p>5G and advanced chips will continue to support the company's business. There is a structural increase in global chip demand. We are expanding capacity in multiple locations. Strive to keep wafer prices at reasonable levels. Is doing its part to solve the chip supply shortage. The automotive chip shortage is expected to decrease significantly in the next quarter. We expect demand to remain high and the shortage will likely continue into next year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117780885","content_text":"4月15日，台积电发布2021年第一季度业绩。财报显示：2021年Q1营收3624.1亿新台币，市场预期3580.72亿新台币，去年同期3105.97亿新台币；2021年Q1净利润1397亿新台币，市场预期1340.19亿新台币，去年同期1169.87亿新台币；2021年Q1每股盈利5.39新台币，市场预期盈利5.17新台币，去年同期4.51新台币；2021年Q1毛利率52.4%，上一季度为54%。2021年第一季度5纳米出货量占晶圆总营收的14%，7纳米出货量占晶圆总营收的35%。整体而言，先进技术（7纳米和更先进技术）占晶圆总营收的49%。台积电在业绩发布会上表示：预计Q2销售额129亿美元至132亿美元；预计Q2毛利率49.5%至51.5%；预计Q2营业毛利率38.5%至40.5%，市场预估41.2%。预计全年资本支出300亿美元，此前预测250亿美元至280亿美元；以美元计算，公司今年有望实现约20%的增长；预计今年全年产能仍将保持紧张。5G和先进芯片将继续为公司业务提供支持。全球芯片需求出现结构性增长。我们正在多个地方扩大产能。努力将晶圆价格保持在合理水平。正在为解决芯片供应短缺问题尽自己的一份力。预计下个季度汽车芯片短缺情况将大大减少。我们预计需求将继续居高不下，短缺可能会持续到明年。","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341645789,"gmtCreate":1617811817141,"gmtModify":1704703527731,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578565274483399","idStr":"3578565274483399"},"themes":[],"htmlText":"oh no","listText":"oh no","text":"oh no","images":[{"img":"https://static.tigerbbs.com/bc3e64f012f7009096c46a3ca562db7d","width":"1080","height":"2157"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341645789","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":166489406,"gmtCreate":1624022559005,"gmtModify":1703826792751,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166489406","repostId":"1148232508","repostType":4,"isVote":1,"tweetType":1,"viewCount":3912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169614823,"gmtCreate":1623832624562,"gmtModify":1703820810550,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169614823","repostId":"1152250109","repostType":4,"repost":{"id":"1152250109","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":1623830681,"share":"https://ttm.financial/m/news/1152250109?lang=en_US&edition=fundamental","pubTime":"2021-06-16 16:04","market":"other","language":"zh","title":"Roblox falls more than 8% premarket, May revenue slumps 11% month-over-month","url":"https://stock-news.laohu8.com/highlight/detail?id=1152250109","media":"老虎资讯综合","summary":"6月16日，美国在线游戏平台Roblox盘前跌超8%，此前公布5月营收环比下滑11%，日活用户为4300万，环比下滑1%。\n\n该公司预测，五月份的营收（指游戏玩家的签约营收）在2.16亿美元到2.19","content":"<p>June 16, U.S. Online Gaming Platform<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>It fell by more than 8% before the market. It was previously announced that the revenue in May fell by 11% month-on-month, and the daily active users were 43 million, down 1% month-on-month.</p><p><img src=\"https://static.tigerbbs.com/74304876f81e45244469ccbd840d93bf\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>The company forecasts May revenue, which refers to gamers' contracted revenue, to be between $216 million and $219 million. That level is down 11 percent from the median forecast for April. April forecast revenue of $242 million to $245 million. In addition to total revenue, the average sign-up revenue per active user also declined month-over-month in May.</p><p>Matthew Thornton, an analyst at Truist Securities Company in the United States, said that Roblox's revenue was weaker than expected, but the company also pointed out that its operating results tend to decline month-on-month in May and rise again in June.</p><p>Data shows that the number of daily active users of the Roblox platform decreased by 1% month-on-month in May. There were 43 million daily active users in May, compared to 43.3 million in April. However, the level of 43 million people is up 28% compared with the same period last year.</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>Roblox falls more than 8% premarket, May revenue slumps 11% month-over-month</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\">\nRoblox falls more than 8% premarket, May revenue slumps 11% month-over-month\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 16:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>June 16, U.S. Online Gaming Platform<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>It fell by more than 8% before the market. It was previously announced that the revenue in May fell by 11% month-on-month, and the daily active users were 43 million, down 1% month-on-month.</p><p><img src=\"https://static.tigerbbs.com/74304876f81e45244469ccbd840d93bf\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>The company forecasts May revenue, which refers to gamers' contracted revenue, to be between $216 million and $219 million. That level is down 11 percent from the median forecast for April. April forecast revenue of $242 million to $245 million. In addition to total revenue, the average sign-up revenue per active user also declined month-over-month in May.</p><p>Matthew Thornton, an analyst at Truist Securities Company in the United States, said that Roblox's revenue was weaker than expected, but the company also pointed out that its operating results tend to decline month-on-month in May and rise again in June.</p><p>Data shows that the number of daily active users of the Roblox platform decreased by 1% month-on-month in May. There were 43 million daily active users in May, compared to 43.3 million in April. However, the level of 43 million people is up 28% compared with the same period last year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dba0978d4c89448fe016105a561df6a9","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152250109","content_text":"6月16日，美国在线游戏平台Roblox盘前跌超8%，此前公布5月营收环比下滑11%，日活用户为4300万，环比下滑1%。\n\n该公司预测，五月份的营收（指游戏玩家的签约营收）在2.16亿美元到2.19亿美元之间。这一水平比四月的中位数预测值下降了11%。四月份预测营收为2.42亿美元到2.45亿美元。除了总收入之外，五月份平均每位活跃用户的签约收入也环比下滑。\n美国“Truist证券公司”分析师马修·索尔顿（Matthew Thornton）表示，Roblox公司的营收要比预期疲软，不过该公司也指出，五月份的经营业绩往往会出现环比下滑，而在六月份又会上升。\n数据显示，五月Roblox平台的日活跃用户数量环比减少了1%。五月份日活跃用户为4300万人，而四月份则是4330万人。不过4300万人的水平和去年同期相比则增加了28%。","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363497412354256,"gmtCreate":1729771041979,"gmtModify":1729771043838,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPS\">$联合包裹(UPS)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/UPS\">$联合包裹(UPS)$&nbsp;</a>&nbsp;","text":"$联合包裹(UPS)$","images":[{"img":"https://community-static.tradeup.com/news/616cd0700eb589b3ce4bee8c63c59979","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363497412354256","isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363497772855360,"gmtCreate":1729771024041,"gmtModify":1729771027601,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPS\">$联合包裹(UPS)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/UPS\">$联合包裹(UPS)$&nbsp;</a>&nbsp;","text":"$联合包裹(UPS)$","images":[{"img":"https://community-static.tradeup.com/news/616cd0700eb589b3ce4bee8c63c59979","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363497772855360","isVote":1,"tweetType":1,"viewCount":2034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948678098,"gmtCreate":1680706601915,"gmtModify":1680707251185,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"","listText":"","text":"","images":[{"img":"https://community-static.tradeup.com/news/ec9c5927db64c669acb6fea83670db87","width":"1170","height":"1986"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948678098","isVote":1,"tweetType":1,"viewCount":2664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":164697753,"gmtCreate":1624198835472,"gmtModify":1703830502169,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164697753","repostId":"1129554767","repostType":4,"repost":{"id":"1129554767","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":1624183832,"share":"https://ttm.financial/m/news/1129554767?lang=en_US&edition=fundamental","pubTime":"2021-06-20 18:10","market":"hk","language":"zh","title":"Forward: Powell joins hands with U.S. core inflation data to hit heavily","url":"https://stock-news.laohu8.com/highlight/detail?id=1129554767","media":"老虎资讯综合","summary":"周二关键词：美联储主席鲍威尔讲话周二经济数据方面，主要关注英国6月CBI工业订单差值、美国5月成屋销售年化总数、欧元区6月消费者信心指数。","content":"<p><b>Abstract:</b></p><p><b>In terms of economic data:</b>China LPR Rate, US PCE Price Index, US Jobless Claims, US Markit Manufacturing PMI Initial...<b>In respect of new shares:</b>China's leading digital freight platform \"Manbang\" and \"the first stock in the social metaverse\" Soul are about to go public;<b>Event aspect:</b>Federal Reserve Chairman Powell joined hands with a number of Fed officials to give intensive speeches;<b>In terms of financial report:</b>Nike, BlackBerry, JinkoSolar, Yidu Technology and many other companies will announce their financial reports.<b>Mon (Jun 21) KEYWORDS: China's LPR rate</b></p><p><b>There was less economic data on Monday, mainly paying attention to China's LPR interest rate data.</b></p><p>The PBOC's latest medium-term lending facility (MLF) operating rate remained stable, indicating that the loan market quoted rate (LPR) will remain unchanged in June, a team of Bloomberg Asia economists wrote. China's latest economic activity figures provide no pressing reason for the central bank to change its policy trajectory.</p><p><b>China's one-year loan market quoted rate, the reference rate for bank-to-business loans, is likely to remain at 3.85% in June. The five-year LPR (mortgage reference rate) is likely to remain at 4.65%.</b></p><p><b>There were also fewer risk events on Monday. The European session focused on the speeches of Bank of England officials, among which Woods, deputy governor of prudential supervision, spoke on climate risk scenario planning, and Tom Mutton, director of financial technology, spoke on crypto assets, stablecoins and digital currencies.</b></p><p>New York time,<b>Williams, the permanent voting committee of the FOMC and president of the New York Fed, spoke at the banking conference,</b>Attention is needed.</p><p><b>Tuesday (Jun 22) KEYWORDS: Federal Reserve Chair Powell speaks</b><img src=\"https://static.tigerbbs.com/78c64fef53276362a340b4399b87f3b7\" tg-width=\"627\" tg-height=\"209\" referrerpolicy=\"no-referrer\">In terms of economic data on Tuesday, we mainly focused on the difference of CBI industrial orders in the UK in June, the annualized total number of existing home sales in the United States in May, and the consumer confidence index in the euro zone in June.</p><p>Relatively speaking, the speeches of Fed officials are more worthy of attention. Generally, in the week after the Fed decision, Fed officials will make speeches one after another, from which investors can get more details of officials' future monetary policy.</p><p>New York time,<b>Federal Reserve Chairman Powell will address Congress on the COVID response and the economic outlook.</b>This will be the focus of the market.</p><p>Federal Reserve Chairman Powell pointed out at the press conference after the Federal Reserve's interest rate decision on June 17th that there is still a long way to go before the economic recovery is enough for the Federal Reserve to start reducing its monthly bond purchases. He added that the discussion didn't even mention the timing of interest rate hike. Relatively speaking, Powell's attitude is slightly dovish than that of the Fed resolution. If Powell makes a more dovish speech, he needs to beware of the risk of US dollar correction and gold price rebound.</p><p><b>Wednesday (June 23) Keywords: Europe and America June Markit manufacturing PMI initial value</b><img src=\"https://static.tigerbbs.com/a1ada5dfc03bdde86a678460e27d6a51\" tg-width=\"625\" tg-height=\"628\" referrerpolicy=\"no-referrer\"><b>The United States will release the preliminary value of Markit Manufacturing PMI in the United States in June</b>。<b>The market expects the U.S. Markit manufacturing PMI to fall slightly to 61.8 in June, but it is still at a historically high level, and it is still biased towards favorable stocks, commodities and risky assets.</b></p><p>In addition,<b>Federal Reserve Governor Bowman, Atlanta Fed President Bostic and Boston Fed President Rosengren will give speeches respectively, and investors also need to pay attention.</b></p><p><b>Thursday (June 24) KEYWORDS: Initial data, Fed officials speak, Soul goes public, Nike/BlackBerry earnings</b><img src=\"https://static.tigerbbs.com/a613c99edd05cba1056a8acb4759ac4f\" tg-width=\"628\" tg-height=\"471\" referrerpolicy=\"no-referrer\">On the data front, investors need to pay attention<b>Movements in Unemployment Claims in the United States</b>。<b>The number of people claiming unemployment benefits may continue to show a downward trend,</b>Because after supplemental unemployment benefits expire in many states, Americans are more willing to seek jobs.</p><p>In terms of financial report,<b><a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/BB\">Blackberry</a>、<a href=\"https://laohu8.com/S/FDX\">FedEx</a>Will announce new quarterly earnings.</b></p><p>In terms of new shares,<b>The first stock in the social metaverse<a href=\"https://laohu8.com/S/SSR\">Soul</a>Will be listed on NASDAQ.</b></p><p>In addition,<b>The FOMC permanent voting committee, New York Fed President Williams and St. Louis Fed President Bullard will speak separately, and investors need to focus on it as well.</b></p><p><b>Friday (Jun 25) KEYWORDS: U.S. May PCE data</b><img src=\"https://static.tigerbbs.com/c6539b1d406c9cd4841b089f661b184f\" tg-width=\"633\" tg-height=\"392\" referrerpolicy=\"no-referrer\">On Friday, markets will welcome one of two data that the Fed focuses on monitoring- -<b>The U.S. PCE price index, which is a key measure of private consumption inflation in the United States.</b></p><p>The personal income and expenditure report for May will show how much Americans are trying to make up for what was missing during the pandemic. While the latest retail sales report showed a drop in goods consumption last month, upcoming data could suggest accelerated growth in the services sector made up for the loss in goods spending.</p><p>In terms of financial report,<b><a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>、<a href=\"https://laohu8.com/S/02158\">Yidu Technology</a>Will report new quarterly earnings</b>Investors can pay attention to it.</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>Forward: Powell joins hands with U.S. core inflation data to hit heavily</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\">\nForward: Powell joins hands with U.S. core inflation data to hit heavily\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-20 18:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Abstract:</b></p><p><b>In terms of economic data:</b>China LPR Rate, US PCE Price Index, US Jobless Claims, US Markit Manufacturing PMI Initial...<b>In respect of new shares:</b>China's leading digital freight platform \"Manbang\" and \"the first stock in the social metaverse\" Soul are about to go public;<b>Event aspect:</b>Federal Reserve Chairman Powell joined hands with a number of Fed officials to give intensive speeches;<b>In terms of financial report:</b>Nike, BlackBerry, JinkoSolar, Yidu Technology and many other companies will announce their financial reports.<b>Mon (Jun 21) KEYWORDS: China's LPR rate</b></p><p><b>There was less economic data on Monday, mainly paying attention to China's LPR interest rate data.</b></p><p>The PBOC's latest medium-term lending facility (MLF) operating rate remained stable, indicating that the loan market quoted rate (LPR) will remain unchanged in June, a team of Bloomberg Asia economists wrote. China's latest economic activity figures provide no pressing reason for the central bank to change its policy trajectory.</p><p><b>China's one-year loan market quoted rate, the reference rate for bank-to-business loans, is likely to remain at 3.85% in June. The five-year LPR (mortgage reference rate) is likely to remain at 4.65%.</b></p><p><b>There were also fewer risk events on Monday. The European session focused on the speeches of Bank of England officials, among which Woods, deputy governor of prudential supervision, spoke on climate risk scenario planning, and Tom Mutton, director of financial technology, spoke on crypto assets, stablecoins and digital currencies.</b></p><p>New York time,<b>Williams, the permanent voting committee of the FOMC and president of the New York Fed, spoke at the banking conference,</b>Attention is needed.</p><p><b>Tuesday (Jun 22) KEYWORDS: Federal Reserve Chair Powell speaks</b><img src=\"https://static.tigerbbs.com/78c64fef53276362a340b4399b87f3b7\" tg-width=\"627\" tg-height=\"209\" referrerpolicy=\"no-referrer\">In terms of economic data on Tuesday, we mainly focused on the difference of CBI industrial orders in the UK in June, the annualized total number of existing home sales in the United States in May, and the consumer confidence index in the euro zone in June.</p><p>Relatively speaking, the speeches of Fed officials are more worthy of attention. Generally, in the week after the Fed decision, Fed officials will make speeches one after another, from which investors can get more details of officials' future monetary policy.</p><p>New York time,<b>Federal Reserve Chairman Powell will address Congress on the COVID response and the economic outlook.</b>This will be the focus of the market.</p><p>Federal Reserve Chairman Powell pointed out at the press conference after the Federal Reserve's interest rate decision on June 17th that there is still a long way to go before the economic recovery is enough for the Federal Reserve to start reducing its monthly bond purchases. He added that the discussion didn't even mention the timing of interest rate hike. Relatively speaking, Powell's attitude is slightly dovish than that of the Fed resolution. If Powell makes a more dovish speech, he needs to beware of the risk of US dollar correction and gold price rebound.</p><p><b>Wednesday (June 23) Keywords: Europe and America June Markit manufacturing PMI initial value</b><img src=\"https://static.tigerbbs.com/a1ada5dfc03bdde86a678460e27d6a51\" tg-width=\"625\" tg-height=\"628\" referrerpolicy=\"no-referrer\"><b>The United States will release the preliminary value of Markit Manufacturing PMI in the United States in June</b>。<b>The market expects the U.S. Markit manufacturing PMI to fall slightly to 61.8 in June, but it is still at a historically high level, and it is still biased towards favorable stocks, commodities and risky assets.</b></p><p>In addition,<b>Federal Reserve Governor Bowman, Atlanta Fed President Bostic and Boston Fed President Rosengren will give speeches respectively, and investors also need to pay attention.</b></p><p><b>Thursday (June 24) KEYWORDS: Initial data, Fed officials speak, Soul goes public, Nike/BlackBerry earnings</b><img src=\"https://static.tigerbbs.com/a613c99edd05cba1056a8acb4759ac4f\" tg-width=\"628\" tg-height=\"471\" referrerpolicy=\"no-referrer\">On the data front, investors need to pay attention<b>Movements in Unemployment Claims in the United States</b>。<b>The number of people claiming unemployment benefits may continue to show a downward trend,</b>Because after supplemental unemployment benefits expire in many states, Americans are more willing to seek jobs.</p><p>In terms of financial report,<b><a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/BB\">Blackberry</a>、<a href=\"https://laohu8.com/S/FDX\">FedEx</a>Will announce new quarterly earnings.</b></p><p>In terms of new shares,<b>The first stock in the social metaverse<a href=\"https://laohu8.com/S/SSR\">Soul</a>Will be listed on NASDAQ.</b></p><p>In addition,<b>The FOMC permanent voting committee, New York Fed President Williams and St. Louis Fed President Bullard will speak separately, and investors need to focus on it as well.</b></p><p><b>Friday (Jun 25) KEYWORDS: U.S. May PCE data</b><img src=\"https://static.tigerbbs.com/c6539b1d406c9cd4841b089f661b184f\" tg-width=\"633\" tg-height=\"392\" referrerpolicy=\"no-referrer\">On Friday, markets will welcome one of two data that the Fed focuses on monitoring- -<b>The U.S. PCE price index, which is a key measure of private consumption inflation in the United States.</b></p><p>The personal income and expenditure report for May will show how much Americans are trying to make up for what was missing during the pandemic. While the latest retail sales report showed a drop in goods consumption last month, upcoming data could suggest accelerated growth in the services sector made up for the loss in goods spending.</p><p>In terms of financial report,<b><a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>、<a href=\"https://laohu8.com/S/02158\">Yidu Technology</a>Will report new quarterly earnings</b>Investors can pay attention to it.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46744ceebcd5f9f6cbe09f85295d7cfe","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129554767","content_text":"摘要：\n\n经济数据方面：中国LPR利率、美国PCE物价指数、美国初请失业金人数、美国Markit制造业PMI初值...\n\n\n新股方面：中国领先的数字货运平台“满帮”、“社交元宇宙第一股”Soul即将上市；\n\n\n事件方面：美联储主席鲍威尔携手多位美联储官员密集发表讲话；\n\n\n财报方面：耐克、黑莓、晶科能源、医渡科技等多家公司将公布财报。\n\n周一（6月21日）关键词：中国LPR利率\n周一经济数据较少，主要留意中国的LPR利率数据。\n彭博亚洲经济学家团队撰文称，中国人民银行最近一次中期借贷便利(MLF)操作利率持稳，表明贷款市场报价利率(LPR)6月份将维持不变。中国最新的经济活动数据没有给央行改变政策轨道提供紧迫的理由。\n中国一年期贷款市场报价利率（银行对企业贷款参考利率）6月份可能维持在3.85%。五年期LPR（抵押贷款参考利率）可能维持在4.65%。\n周一风险事件也比较少，欧洲时段主要留意英国央行官员讲话，其中审慎监管副行长伍兹就气候风险情景规划发表讲话，金融科技总监 Tom Mutton 就加密资产、稳定币和数字货币发表讲话。\n纽约时段，FOMC永久票委、纽约联储主席威廉姆斯在银行业大会上发表讲话，需要予以关注。\n周二（6月22日）关键词：美联储主席鲍威尔讲话周二经济数据方面，主要关注英国6月CBI工业订单差值、美国5月成屋销售年化总数、欧元区6月消费者信心指数。\n相对而言，美联储官员的讲话更加值得关注，一般在美联储决议后的一周，美联储官员会陆续发表讲话，投资者可以从中获取官员们对未来货币政策的更多细节。\n纽约时段，美联储主席鲍威尔将在国会就新冠疫情应对措施和经济前景发表讲话。这将是市场关注的焦点所在。\n美联储主席鲍威尔6月17日在美联储利率决议后新闻发布会上指出，经济复原程度足以让美联储开始缩减月度购债之前，还有一段长路要走，他并称讨论中甚至没有提到升息时点。相对而言，鲍威尔的态度比美联储决议要稍微鸽派一点，如果鲍威尔发表更加鸽派的讲话，则需要提防美元回调、金价反弹的风险。\n周三（6月23日）关键词：欧美6月Markit制造业PMI初值美国将公布美国6月Markit制造业PMI初值。市场预计美国6月Markit制造业PMI将小幅回落至61.8，但仍处于历史较高水平，仍偏向利好股市、大宗商品和风险资产。\n此外，美联储理事鲍曼、亚特兰大联储主席博斯蒂克、波士顿联储主席罗森格伦将分别发表讲话，投资者也需要重点关注。\n周四（6月24日）关键词：初请数据、联储官员讲话、Soul上市、耐克/黑莓财报数据方面，投资者需要关注美国的初请失业金人数变动。申领失业救济人数或将继续呈下降趋势，因为许多州的补充失业救济福利到期后，美国人求职意愿增强。\n财报方面，耐克、黑莓、联邦快递将公布新一季财报。\n新股方面，社交元宇宙第一股Soul将登陆纳斯达克上市。\n此外，FOMC永久票委、纽约联储主席威廉姆斯和圣路易斯联储主席布拉德将分别发表讲话，投资者也需要重点关注。\n周五（6月25日）关键词：美国5月PCE数据周五，市场将迎来美联储重点监控的两个数据之一——美国PCE物价指数，这是衡量美国民间消费通胀的关键指标。\n5月份的个人收入和支出报告将显示美国人在多大程度上试图弥补大流行期间的缺失。虽然最新的零售销售报告显示上月商品消费下降，但即将发布的数据可能表明服务业的加速增长弥补了商品支出的损失。\n财报方面，晶科能源、医渡科技将公布新一季财报，投资者可作关注。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166417965,"gmtCreate":1624022469657,"gmtModify":1703826788863,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166417965","repostId":"1131103648","repostType":4,"repost":{"id":"1131103648","kind":"news","pubTimestamp":1624021249,"share":"https://ttm.financial/m/news/1131103648?lang=en_US&edition=fundamental","pubTime":"2021-06-18 21:00","market":"us","language":"zh","title":"Noah's Chief Economist: Too fast and too much rate hike or trigger a debt crisis","url":"https://stock-news.laohu8.com/highlight/detail?id=1131103648","media":"腾讯美股","summary":"诺亚控股首席经济学家夏春表示，在8月份全球央行会议上公布缩减QE的计划可能性是最高的，预计美联储最快也要到明年一季度才开始正式缩减购债。考虑到目前低利率环境，美联储正式开始缩减QE，以及开始加息时，对","content":"<p><i>Xia Chun, chief economist of Noah Holdings, said that it is most likely to announce the plan to reduce QE at the global central bank meeting in August, and it is expected that the Federal Reserve will not officially reduce bond purchases until the first quarter of next year at the earliest. Considering the current low interest rate environment, the negative impact on US stocks should be short-lived when the Federal Reserve officially begins to reduce QE, and when the rate hike begins. The trend of U.S. stocks will be more affected by changes in corporate earnings and valuations. However, after several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</i><img src=\"https://static.tigerbbs.com/addb3eb595ad4a26afb82ab7d3609422\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>At 2: 00 a.m. on June 17th, Beijing time, the Federal Reserve announced its interest rate decision, announcing that it would keep the benchmark interest rate unchanged in the range of 0%-0.25%, and at the same time keep the scale of bond purchase unchanged at USD 120 billion per month, in line with the widespread expectations of the market. However, the Federal Reserve has not given any timetable for tapering QE (Quantitative Easing), which the market is closely watching.</p><p>In addition, the Federal Reserve sharply raised its inflation forecast for this year and also brought forward the timeframe for the next rate hike. The \"dot plot\" shows that the Fed will rate hike twice before the end of 2023. Previously, they said in March that they would not rate hike until at least 2024. This triggered sharp fluctuations in the financial market, the yield of U.S. bonds soared sharply, and U.S. stocks plunged across the board.</p><p>In this regard, Xia Chun, chief economist of Noah Holdings, said that at present, it is more likely that there will be two rate hike in 2023. The trend of the US dollar is greatly correlated with the trend of Treasury Bond yield. From the perspective of fundamentals, valuation and some technical indicators, the possibility of the US dollar strengthening and weakening in the short term exists, especially if the plan to reduce QE is announced in August, it will bring short-term support to the US dollar.</p><p>As for the trend of US stocks, the relationship with US bond yield and US dollar in the short term is not so direct. On the contrary, the relationship with corporate profit performance and market risk appetite is more obvious. However, after several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</p><p>He also said that the possibility of unveiling the plan to taper QE at the global central bank meeting in August is the highest, because the June economic data released in July, especially the inflation data, is an important basis to test the current views of the Federal Reserve and the market. Considering the timing of the announcement of the QE reduction plan, there is little chance that the Fed will start formally tapering QE by the end of this year. We don't expect the Fed to officially taper bond purchases until the first quarter of next year at the earliest.</p><p>The following is a transcript of the interview:</p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Finance: Is there a contradiction between the Fed's sharp increase in inflation expectations and the fact that inflation is only temporary? Is there a risk that inflation will get out of control?</p><p>Xia Chun: The Fed's June meeting raised the core inflation rate to 3% from 2.2% at the March meeting, which is closely related to the inflation data in the past April and May that exceeded market expectations.<b>It is normal for the Fed to update its inflation expectations based on new data and does not contradict the idea that inflation is only temporary</b>。</p><p>At present, several major factors pushing up inflation, such as base effect, release of pent-up demand, supply and logistics bottlenecks, Biden administration's fiscal stimulus policy, labor market shortage, and rising commodity prices, are mostly temporary. For example, economic growth momentum will peak in the second quarter, general consumption, durable consumer goods, new home demand, commodity prices, etc. have recently fallen from their highs, and the end of the federal unemployment benefit program at the end of September will help improve labor market employment.</p><p>In addition, we see that the growth rate of M2 money supply has dropped significantly, the speed of money circulation has remained low, and the labor cost of enterprises has remained at a stable level before the beginning of the epidemic. Current surveys also show that<b>Most economists and fund managers agree that inflation is temporary and will drop significantly in the fourth quarter.</b></p><p>Part of the relatively high uncertainty lies in the repeated impact of the pandemic on supply chains and the unexpected results of some policies (such as the response to chip shortages that are beyond the prediction range of general economic models). Therefore, there is no clear interval for \"temporarity\" (although most people think it is within 3-6 months).</p><p><b>The risk of runaway inflation is small. For example, the antibodies of a group of people who were vaccinated earlier began to fail, and the epidemic worsened in the fourth quarter. At present, this is unlikely.</b>The Federal Reserve can control some speculative demand through monetary policy adjustment to avoid runaway inflation, but monetary policy can't solve the supply shortage and supply chain bottleneck caused by the epidemic.</p><p>Tencent Finance: The dot plot shows that there are two rate hike expected before the end of 2023. But Fed Chairman Powell said the dot plot is not a good predictor of future interest rate movements, and rate hike remains distant. What do you think of Powell's statement? Will rate hike happen ahead of time? Will the Federal Reserve officials expect that the rate hike will be advanced and the number of times will increase. Will it push up the US dollar and cause US stocks to fall sharply?</p><p>Xia Chun: Powell maintained his usual dovish attitude, but<b>Judging from past history, dot plots are indeed not a good prediction tool.</b>According to the dot plot of the Federal Reserve after the epidemic in 2020, there will be no rate hike before 2023. In other words, the rate hike will not start until 2024. However, the actual situation is that the performance of the US economy has been better than expected since the third quarter of 2020, so the market generally believes that rate hike is earlier than the Fed's expectation. At present, two rate hike in 2023 are more likely.</p><p><b>There is a great correlation between the trend of US dollar and the trend of Treasury Bond yield</b>From the perspective of fundamentals, valuations and some technical indicators,<b>There is a possibility that the US dollar will strengthen and weaken in the short term, especially if the plan to reduce QE is announced in August, which will bring short-term support to the US dollar</b>。 As for the trend of U.S. stocks,<b>In the short term, the relationship with US bond yield and US dollar is not so direct. On the contrary, the relationship with corporate profit performance and market risk appetite is more obvious.</b></p><p>Considering the current low interest rate environment, the negative impact on US stocks should be short-lived when the Federal Reserve officially begins to reduce QE, and when the rate hike begins. The trend of U.S. stocks will be more affected by changes in corporate earnings and valuations. but<b>After several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</b></p><p>Tencent Finance: The Federal Reserve's policy statement did not give a clue to reduce QE. At the same time, Bloomberg survey shows that many economists expect the Federal Reserve to release a signal about reducing QE at the annual meeting of global central banks in August. What do you think? Do you think the Fed will start tapering QE this year?</p><p>Xia Chun: Due to the unsatisfactory recent economic data, the market believes that the Federal Reserve will not discuss the plan to reduce QE at the June meeting. Powell explained that he would have to wait for more data before seriously talking about tapering QE.<b>The possibility of unveiling the plan to taper QE at the global central bank meeting in August is the highest, because the June economic data released in July, especially the inflation data, is an important basis to test the current views of the Federal Reserve and the market.</b>Referring to the market impact caused by reducing QE in the past, the Fed hopes to release clearer information that is more in line with market expectations to reduce the impact on the market.</p><p>Considering the timing of the announcement of the QE reduction plan,<b>It's highly unlikely that the Fed will start formally tapering QE by the end of the year.</b>In May 2013, the QE reduction plan was announced, and the actual implementation began in December of that year. We<b>It is not expected that the Federal Reserve will officially taper its bond purchases until the first quarter of next year at the earliest.</b></p><p>Tencent Finance: What does the Federal Reserve mean by adjusting the excess reserve rate (IOER) from 0.1% to 0.15% while adjusting the overnight reverse repo rate from 0% to 0.05%? What impact will it have on the market?</p><p>Xia Chun: These are mainly fine-tuning for the liquidity needs of the money market and repo market, and there were also lowering actions in May.<b>Minor impact on stock and bond markets</b>。</p><p>Tencent Finance: The yield of U.S. bonds has been declining recently, once falling below 1.5%. Why does this phenomenon happen? Do you expect Treasury yields to climb further? What level will it rise to this year?</p><p>Xia Chun: The core reason is that some recently released economic data (consumption, employment, etc.) are not as satisfactory as expected. The probability of peaking economic growth in the second quarter increases, and the market's demand for Treasury Bond increases, especially from overseas funds. On the other hand, the upward momentum of the global stock market has eased after the short-term surge. After the overall good performance of listed companies, the possibility of continuing to exceed market expectations in the future has declined.</p><p>The impetus for the rise of U.S. bond yields in the second half of the year should occur before and after the Federal Reserve's meeting officially announced the timetable for tapering bond purchases.<b>Treasury Bond yields are expected to rise nearly 2% in the second half of the year a decade ago, but exceeding is unlikely.</b></p><p>Tencent Finance: Since March 2020, the Federal Reserve and the U.S. government have launched massive monetary and fiscal stimulus at the same time. At present, the debt scale of the United States exceeds 28 trillion dollars. If rate hike arrives early, will it trigger a fiscal and debt crisis?</p><p>Xia Chun:<b>At present, the U.S. debt-to-GDP ratio exceeds 130 percent, and several other major advanced economies have approached that percentage</b>Historically, such a high proportion of Treasury Bond will have adverse consequences for the economy. Considering that it is difficult to solve the problem by default, debt restructuring, depreciation and other methods at present, it is one of the common practices in history to reduce debt repayment in disguise by allowing inflation.</p><p>At the current level of interest rates, the proportion of interest repaid by the U.S. Treasury Bond in GDP is at a level that is not high compared with history.<b>rate hike would push up molecular interest rates, expanding that weight, raising the risk of a depreciation of the dollar, triggering a debt crisis and preventing congressional approval for U.S. infrastructure and social projects</b>。</p><p>In addition to these considerations, the Federal Reserve and the Treasury also hope to reduce the real interest rate, reduce the savings level of residents and enterprises (mainly the rich and large enterprises), and increase investment demand by tolerating high inflation levels, which will help to boost economic growth and solve the current problem of excessive Treasury Bond by enlarging the denominator GDP.</p><p>On the whole, the Fed's judgment on the temporary nature of inflation has a reasonable side, and its tolerance of inflation has a realistic need.</p>","source":"txmg","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>Noah's Chief Economist: Too fast and too much rate hike or trigger a debt crisis</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\">\nNoah's Chief Economist: Too fast and too much rate hike or trigger a debt crisis\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-06-18 21:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>Xia Chun, chief economist of Noah Holdings, said that it is most likely to announce the plan to reduce QE at the global central bank meeting in August, and it is expected that the Federal Reserve will not officially reduce bond purchases until the first quarter of next year at the earliest. Considering the current low interest rate environment, the negative impact on US stocks should be short-lived when the Federal Reserve officially begins to reduce QE, and when the rate hike begins. The trend of U.S. stocks will be more affected by changes in corporate earnings and valuations. However, after several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</i><img src=\"https://static.tigerbbs.com/addb3eb595ad4a26afb82ab7d3609422\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>At 2: 00 a.m. on June 17th, Beijing time, the Federal Reserve announced its interest rate decision, announcing that it would keep the benchmark interest rate unchanged in the range of 0%-0.25%, and at the same time keep the scale of bond purchase unchanged at USD 120 billion per month, in line with the widespread expectations of the market. However, the Federal Reserve has not given any timetable for tapering QE (Quantitative Easing), which the market is closely watching.</p><p>In addition, the Federal Reserve sharply raised its inflation forecast for this year and also brought forward the timeframe for the next rate hike. The \"dot plot\" shows that the Fed will rate hike twice before the end of 2023. Previously, they said in March that they would not rate hike until at least 2024. This triggered sharp fluctuations in the financial market, the yield of U.S. bonds soared sharply, and U.S. stocks plunged across the board.</p><p>In this regard, Xia Chun, chief economist of Noah Holdings, said that at present, it is more likely that there will be two rate hike in 2023. The trend of the US dollar is greatly correlated with the trend of Treasury Bond yield. From the perspective of fundamentals, valuation and some technical indicators, the possibility of the US dollar strengthening and weakening in the short term exists, especially if the plan to reduce QE is announced in August, it will bring short-term support to the US dollar.</p><p>As for the trend of US stocks, the relationship with US bond yield and US dollar in the short term is not so direct. On the contrary, the relationship with corporate profit performance and market risk appetite is more obvious. However, after several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</p><p>He also said that the possibility of unveiling the plan to taper QE at the global central bank meeting in August is the highest, because the June economic data released in July, especially the inflation data, is an important basis to test the current views of the Federal Reserve and the market. Considering the timing of the announcement of the QE reduction plan, there is little chance that the Fed will start formally tapering QE by the end of this year. We don't expect the Fed to officially taper bond purchases until the first quarter of next year at the earliest.</p><p>The following is a transcript of the interview:</p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Finance: Is there a contradiction between the Fed's sharp increase in inflation expectations and the fact that inflation is only temporary? Is there a risk that inflation will get out of control?</p><p>Xia Chun: The Fed's June meeting raised the core inflation rate to 3% from 2.2% at the March meeting, which is closely related to the inflation data in the past April and May that exceeded market expectations.<b>It is normal for the Fed to update its inflation expectations based on new data and does not contradict the idea that inflation is only temporary</b>。</p><p>At present, several major factors pushing up inflation, such as base effect, release of pent-up demand, supply and logistics bottlenecks, Biden administration's fiscal stimulus policy, labor market shortage, and rising commodity prices, are mostly temporary. For example, economic growth momentum will peak in the second quarter, general consumption, durable consumer goods, new home demand, commodity prices, etc. have recently fallen from their highs, and the end of the federal unemployment benefit program at the end of September will help improve labor market employment.</p><p>In addition, we see that the growth rate of M2 money supply has dropped significantly, the speed of money circulation has remained low, and the labor cost of enterprises has remained at a stable level before the beginning of the epidemic. Current surveys also show that<b>Most economists and fund managers agree that inflation is temporary and will drop significantly in the fourth quarter.</b></p><p>Part of the relatively high uncertainty lies in the repeated impact of the pandemic on supply chains and the unexpected results of some policies (such as the response to chip shortages that are beyond the prediction range of general economic models). Therefore, there is no clear interval for \"temporarity\" (although most people think it is within 3-6 months).</p><p><b>The risk of runaway inflation is small. For example, the antibodies of a group of people who were vaccinated earlier began to fail, and the epidemic worsened in the fourth quarter. At present, this is unlikely.</b>The Federal Reserve can control some speculative demand through monetary policy adjustment to avoid runaway inflation, but monetary policy can't solve the supply shortage and supply chain bottleneck caused by the epidemic.</p><p>Tencent Finance: The dot plot shows that there are two rate hike expected before the end of 2023. But Fed Chairman Powell said the dot plot is not a good predictor of future interest rate movements, and rate hike remains distant. What do you think of Powell's statement? Will rate hike happen ahead of time? Will the Federal Reserve officials expect that the rate hike will be advanced and the number of times will increase. Will it push up the US dollar and cause US stocks to fall sharply?</p><p>Xia Chun: Powell maintained his usual dovish attitude, but<b>Judging from past history, dot plots are indeed not a good prediction tool.</b>According to the dot plot of the Federal Reserve after the epidemic in 2020, there will be no rate hike before 2023. In other words, the rate hike will not start until 2024. However, the actual situation is that the performance of the US economy has been better than expected since the third quarter of 2020, so the market generally believes that rate hike is earlier than the Fed's expectation. At present, two rate hike in 2023 are more likely.</p><p><b>There is a great correlation between the trend of US dollar and the trend of Treasury Bond yield</b>From the perspective of fundamentals, valuations and some technical indicators,<b>There is a possibility that the US dollar will strengthen and weaken in the short term, especially if the plan to reduce QE is announced in August, which will bring short-term support to the US dollar</b>。 As for the trend of U.S. stocks,<b>In the short term, the relationship with US bond yield and US dollar is not so direct. On the contrary, the relationship with corporate profit performance and market risk appetite is more obvious.</b></p><p>Considering the current low interest rate environment, the negative impact on US stocks should be short-lived when the Federal Reserve officially begins to reduce QE, and when the rate hike begins. The trend of U.S. stocks will be more affected by changes in corporate earnings and valuations. but<b>After several rate hike, superimposed with shrinking balance sheet, US stocks will also usher in obvious adjustments, but this may not occur until 2024.</b></p><p>Tencent Finance: The Federal Reserve's policy statement did not give a clue to reduce QE. At the same time, Bloomberg survey shows that many economists expect the Federal Reserve to release a signal about reducing QE at the annual meeting of global central banks in August. What do you think? Do you think the Fed will start tapering QE this year?</p><p>Xia Chun: Due to the unsatisfactory recent economic data, the market believes that the Federal Reserve will not discuss the plan to reduce QE at the June meeting. Powell explained that he would have to wait for more data before seriously talking about tapering QE.<b>The possibility of unveiling the plan to taper QE at the global central bank meeting in August is the highest, because the June economic data released in July, especially the inflation data, is an important basis to test the current views of the Federal Reserve and the market.</b>Referring to the market impact caused by reducing QE in the past, the Fed hopes to release clearer information that is more in line with market expectations to reduce the impact on the market.</p><p>Considering the timing of the announcement of the QE reduction plan,<b>It's highly unlikely that the Fed will start formally tapering QE by the end of the year.</b>In May 2013, the QE reduction plan was announced, and the actual implementation began in December of that year. We<b>It is not expected that the Federal Reserve will officially taper its bond purchases until the first quarter of next year at the earliest.</b></p><p>Tencent Finance: What does the Federal Reserve mean by adjusting the excess reserve rate (IOER) from 0.1% to 0.15% while adjusting the overnight reverse repo rate from 0% to 0.05%? What impact will it have on the market?</p><p>Xia Chun: These are mainly fine-tuning for the liquidity needs of the money market and repo market, and there were also lowering actions in May.<b>Minor impact on stock and bond markets</b>。</p><p>Tencent Finance: The yield of U.S. bonds has been declining recently, once falling below 1.5%. Why does this phenomenon happen? Do you expect Treasury yields to climb further? What level will it rise to this year?</p><p>Xia Chun: The core reason is that some recently released economic data (consumption, employment, etc.) are not as satisfactory as expected. The probability of peaking economic growth in the second quarter increases, and the market's demand for Treasury Bond increases, especially from overseas funds. On the other hand, the upward momentum of the global stock market has eased after the short-term surge. After the overall good performance of listed companies, the possibility of continuing to exceed market expectations in the future has declined.</p><p>The impetus for the rise of U.S. bond yields in the second half of the year should occur before and after the Federal Reserve's meeting officially announced the timetable for tapering bond purchases.<b>Treasury Bond yields are expected to rise nearly 2% in the second half of the year a decade ago, but exceeding is unlikely.</b></p><p>Tencent Finance: Since March 2020, the Federal Reserve and the U.S. government have launched massive monetary and fiscal stimulus at the same time. At present, the debt scale of the United States exceeds 28 trillion dollars. If rate hike arrives early, will it trigger a fiscal and debt crisis?</p><p>Xia Chun:<b>At present, the U.S. debt-to-GDP ratio exceeds 130 percent, and several other major advanced economies have approached that percentage</b>Historically, such a high proportion of Treasury Bond will have adverse consequences for the economy. Considering that it is difficult to solve the problem by default, debt restructuring, depreciation and other methods at present, it is one of the common practices in history to reduce debt repayment in disguise by allowing inflation.</p><p>At the current level of interest rates, the proportion of interest repaid by the U.S. Treasury Bond in GDP is at a level that is not high compared with history.<b>rate hike would push up molecular interest rates, expanding that weight, raising the risk of a depreciation of the dollar, triggering a debt crisis and preventing congressional approval for U.S. infrastructure and social projects</b>。</p><p>In addition to these considerations, the Federal Reserve and the Treasury also hope to reduce the real interest rate, reduce the savings level of residents and enterprises (mainly the rich and large enterprises), and increase investment demand by tolerating high inflation levels, which will help to boost economic growth and solve the current problem of excessive Treasury Bond by enlarging the denominator GDP.</p><p>On the whole, the Fed's judgment on the temporary nature of inflation has a reasonable side, and its tolerance of inflation has a realistic need.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/D26oXlpOoaJEhKQaoZ4LPA\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/addb3eb595ad4a26afb82ab7d3609422","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/D26oXlpOoaJEhKQaoZ4LPA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131103648","content_text":"诺亚控股首席经济学家夏春表示，在8月份全球央行会议上公布缩减QE的计划可能性是最高的，预计美联储最快也要到明年一季度才开始正式缩减购债。考虑到目前低利率环境，美联储正式开始缩减QE，以及开始加息时，对美股的负面影响应该都会比较短暂。美股走势更多会受到企业盈利和估值变化的影响。不过数次加息之后，叠加上缩表，美股也会迎来明显的调整，但这个出现的时间可能要到2024年了。\n\n\n北京时间6月17日凌晨2点，美联储公布利率决议，宣布维持基准利率在0%-0.25%区间不变，同时维持购债规模在每月1200亿美元不变，符合市场广泛预期。但是，市场密切关注的缩减QE（Quantitative Easing，量化宽松）问题，美联储并未给出任何时间表。\n此外，美联储大幅上调对今年通胀的预期，还提前了下一次加息的时间框架。“点阵图”显示，美联储在2023年底前将会加息两次。此前，他们在3月份表示，至少在2024年之前都不会加息。这引发了金融市场大幅波动，美债收益率大幅飙升，美股全线大跌。\n对此，诺亚控股首席经济学家夏春表示，目前来看，2023年出现两次加息的可能性较大。美元走势与国债收益率走势的相关性较大，从基本面，估值以及一些技术性指标来看，美元在短期内走强和走弱的可能性都存在，特别是如果缩减QE的计划在8月宣布，会对美元带来短期支撑的效果。\n至于美股的走势，短期内与美债收益率和美元的关系并不是那么直接，相反与企业盈利表现以及市场的风险偏好关系更加明显一些。不过数次加息之后，叠加上缩表，美股也会迎来明显的调整，但这个出现的时间可能要到2024年了。\n他还表示，在8月份全球央行会议上公布缩减QE的计划可能性是最高的，因为7月份公布的6月份经济数据，特别是通胀数据是检验目前美联储和市场观点的重要依据。考虑到公布缩减QE计划的时间，美联储在今年底开始正式缩减QE的可能性很小。我们预计美联储最快也要到明年一季度才开始正式缩减购债。\n以下为采访实录：\n腾讯财经：美联储大幅上调通胀预期，同时还称通胀只是暂时的，这是否有矛盾？通胀是否有失控的风险？\n夏春：美联储6月会议将核心通胀率从3月会议的2.2%上调到3%，与过去4月和5月的通胀数据均超过市场预期紧密相关，美联储根据新的数据更新通胀预期是正常的，与通胀只是暂时的观点并没有矛盾。\n目前推升通胀的几大因素例如基数效应，被压抑的需求释放，供应与物流瓶颈，拜登政府的财政刺激政策，劳动力市场短缺，大宗商品价格上升等因素大部分都是暂时的，例如经济增长动力将在二季度见顶，一般消费，耐用消费品，新房需求，大宗商品价格等最近已经从高点回落，联邦失业补助计划在9月底结束有助于改善劳动力市场就业等。\n此外，我们看到M2货币供应增速明显回落，货币流通速度依然保持在低位，企业用工成本在疫情开始前到现在均维持在稳定的水平。目前调查也显示大部分经济学家和基金经理认同通胀是暂时的，四季度会明显回落。\n相对来说不确定性较高的部分在于疫情反复对供应链的影响，以及部分政策产生的意料之外的结果（例如对芯片短缺带来的反应超出一般经济模型的预测范围）。也因此“暂时性”并没有一个清晰的区间（尽管大部分人认为在3-6个月内）。\n通胀失控的风险很小，例如较早接种疫苗的一批人的抗体开始失效，而疫情在四季度出现恶化，目前来看这种可能性较小。美联储可以通过货币政策的调整来控制一些投机型的需求避免通胀失控，但货币政策无法解决疫情造成的供给短缺和供应链瓶颈。\n腾讯财经：点阵图显示，2023年底前料有两次加息。但美联储主席鲍威尔表示，点阵图对未来利率走势不是一个很好的预测工具，加息依然遥远。您怎么看鲍威尔这一表述？加息是否会提前发生？美联储官员预期加息提前，且次数增多，是否会推升美元，并导致美股大幅下跌？\n夏春：鲍威尔维持了一贯的鸽派态度，不过从过往历史来看，点阵图的确不是一个很好的预测工具。按照美联储从2020年疫情之后的点阵图来看，2023年之前都不会进行加息，换言之，加息要到2024年才开始，但是实际情况是美国经济的表现在2020年第三季度开始就比预期的要理想，因此市场普遍认为加息要早于美联储的预期。目前来看，2023年出现两次加息的可能性较大。\n美元走势与国债收益率走势的相关性较大，从基本面，估值以及一些技术性指标来看，美元在短期内走强和走弱的可能性都存在，特别是如果缩减QE的计划在8月宣布，会对美元带来短期支撑的效果。至于美股的走势，短期内与美债收益率和美元的关系并不是那么直接，相反与企业盈利表现以及市场的风险偏好关系更加明显一些。\n考虑到目前低利率环境，美联储正式开始缩减QE，以及开始加息时，对美股的负面影响应该都会比较短暂。美股走势更多会受到企业盈利和估值变化的影响。不过数次加息之后，叠加上缩表，美股也会迎来明显的调整，但这个出现的时间可能要到2024年了。\n腾讯财经：美联储政策声明中并未给出缩减QE的线索，同时彭博调查显示，很多经济学家预计美联储可能会在8月份全球央行年会上释放有关缩减QE的信号，您怎么看？您认为美联储会在今年开始缩减QE吗？\n夏春：由于近期的部分经济数据不够理想，市场认为美联储不会在6月会议上讨论缩减QE的计划。鲍威尔解释还需要等待更多的数据才会认真讨论缩减QE。在8月份全球央行会议上公布缩减QE的计划可能性是最高的，因为7月份公布的6月份经济数据，特别是通胀数据是检验目前美联储和市场观点的重要依据。参照过往缩减QE造成的市场冲击，美联储希望能够释放更加清晰，更符合市场预期的信息以降低对市场的冲击。\n考虑到公布缩减QE计划的时间，美联储在今年底开始正式缩减QE的可能性很小。2013年5月宣布缩减QE计划，实际执行开始于当年12月份。我们预计美联储最快也要到明年一季度才开始正式缩减购债。\n腾讯财经：美联储将超额准备金利率（IOER）从0.1%调整至0.15%，同时将隔夜逆回购利率由0%调整至0.05%，这一举措意味着什么？会对市场造成什么影响？\n夏春：这些主要是针对货币市场和回购市场的流动性需要进行的微调，5月也有调低的动作，对股票和债券市场的影响不大。\n腾讯财经：美债收益率近期不断下滑，一度跌破1.5%，为何会产生这一现象？您预计美债收益率会进一步攀升吗？今年会升至什么水平？\n夏春：核心原因在于近期公布的一些经济数据（消费，就业等）不及预期理想，二季度经济增长见顶的概率加大，市场对国债的需求上升，尤其是来自于海外的资金。另一方面，全球股市在短期内大涨之后的上行动力有所缓和，上市公司整体创下很好的业绩之后，在未来继续超越市场预期的可能性下降。\n美债收益率在下半年上涨的动力应该出现在美联储会议正式公布缩减购买债券的时间表的前后发生，预计十年前国债收益率下半年将上升接近2%，但超出的可能性不大。\n腾讯财经：自2020年3月来，美联储和美国政府双管齐下，同时推出大规模货币和财政刺激。当前，美国债务规模超过28万亿美元，加息如果提前到来是否会引发财政和债务危机？\n夏春：目前，美国债务占GDP的比重超过了130%，而其他几个主要发达经济体也已经接近这一百分比，历史上，这么高的国债比重会对经济产生不利的后果，考虑到目前难以采取违约，债务重组，贬值等方法解决，那么通过放任通胀来变相降低债务偿还是历史上常见的做法之一。\n在目前的利率水平下，美国国债偿还利息占GDP的比重处在一个和历史相比并不算高的水平，加息会推升分子利息，扩大这一比重，加大美元贬值的风险，引发债务危机，并且阻碍美国基建计划和社会项目获得国会的批准。\n除了这些考虑，美联储和财政部还希望通过容忍较高的通胀水平，来压低实际利率，降低居民和企业（主要是富人和大企业）的储蓄水平，增加投资需求，这样有助于提升经济增长，通过做大分母GDP，来解决目前的国债水平过高的难题。\n综合来看，美联储对通胀暂时性的判断有合理的一面，对通胀的容忍也有现实的需要。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169680804,"gmtCreate":1623832695008,"gmtModify":1703820813188,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169680804","repostId":"1183086785","repostType":4,"repost":{"id":"1183086785","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":1623831348,"share":"https://ttm.financial/m/news/1183086785?lang=en_US&edition=fundamental","pubTime":"2021-06-16 16:15","market":"hk","language":"zh","title":"Times Angel closed up 131.79% on the first day of listing, with a turnover of 5.8 billion ranking first in Hong Kong stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1183086785","media":"老虎资讯综合","summary":"6月16日，时代天使今日首日上市，盘中最高涨183.24%报490港元，最终收涨131.79%报401港元，全天成交58.78亿港元，位居港股市场第一位，换手率8.96%，市值665亿港元。\n时代天使","content":"<p>On June 16,<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a>On the first day of listing today, it rose by 183.24% to HK$ 490 in the intraday session, and finally closed by 131.79% to HK$ 401. The turnover of the whole day was HK$ 5.878 billion, ranking first in the Hong Kong stock market, with a turnover rate of 8.96% and a market value of HK$ 66.5 billion.</p><p>Times Angel is a leading invisible orthotic solution provider in China, with a market share of 41.3%, and Align Technology (<a href=\"https://laohu8.com/S/AVY\">Ailey</a>Technology/Invisalign) chambers compete, forming a duopoly competition pattern. Analysts pointed out that the reason why the market is so optimistic about the angel of the times is mainly because its rival Avery Technology (ALGN.US) has seen its share price soar in the past 10 years, and it is a veritable big bull stock in the US stock market. As of the close of trading on June 15th, Avery Technology's total market value was USD 47.5 billion (about HK$ 368.7 billion).</p><p><img src=\"https://static.tigerbbs.com/efb194c74df068f6a146d8c014517d48\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Times Angel closed up 131.79% on the first day of listing, with a turnover of 5.8 billion ranking first in Hong Kong stocks</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\">\nTimes Angel closed up 131.79% on the first day of listing, with a turnover of 5.8 billion ranking first in Hong Kong stocks\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 16:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 16,<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a>On the first day of listing today, it rose by 183.24% to HK$ 490 in the intraday session, and finally closed by 131.79% to HK$ 401. The turnover of the whole day was HK$ 5.878 billion, ranking first in the Hong Kong stock market, with a turnover rate of 8.96% and a market value of HK$ 66.5 billion.</p><p>Times Angel is a leading invisible orthotic solution provider in China, with a market share of 41.3%, and Align Technology (<a href=\"https://laohu8.com/S/AVY\">Ailey</a>Technology/Invisalign) chambers compete, forming a duopoly competition pattern. Analysts pointed out that the reason why the market is so optimistic about the angel of the times is mainly because its rival Avery Technology (ALGN.US) has seen its share price soar in the past 10 years, and it is a veritable big bull stock in the US stock market. As of the close of trading on June 15th, Avery Technology's total market value was USD 47.5 billion (about HK$ 368.7 billion).</p><p><img src=\"https://static.tigerbbs.com/efb194c74df068f6a146d8c014517d48\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"06699":"时代天使","AVY":"艾利"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183086785","content_text":"6月16日，时代天使今日首日上市，盘中最高涨183.24%报490港元，最终收涨131.79%报401港元，全天成交58.78亿港元，位居港股市场第一位，换手率8.96%，市值665亿港元。\n时代天使是国内领先的隐形矫治解决方案提供商，市占率41.3%，与横扫全球的国际巨头Align Technology(艾利科技/隐适美)分庭抗衡，形成双寡头竞争格局。分析人士指出，市场之所以如此看好时代天使，主因竞争对手艾利科技(ALGN.US)在过去的10多年里股价暴涨，是美股中名副其实的大牛股。截至6月15日收盘，艾利科技总市值475亿美元（约合3687亿港元）。","news_type":1,"symbols_score_info":{"AVY":0.9,"06699":0.9}},"isVote":1,"tweetType":1,"viewCount":2878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169617194,"gmtCreate":1623832663018,"gmtModify":1703820811541,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169617194","repostId":"1164341990","repostType":4,"repost":{"id":"1164341990","kind":"news","pubTimestamp":1623832141,"share":"https://ttm.financial/m/news/1164341990?lang=en_US&edition=fundamental","pubTime":"2021-06-16 16:29","market":"hk","language":"zh","title":"Byte jumps into the medical aesthetics track","url":"https://stock-news.laohu8.com/highlight/detail?id=1164341990","media":"字母榜","summary":"字母榜近日发现，字节跳动旗下的小荷医疗已上线医学美容服务“小荷医美”。对于小荷医美后续业务拓展情况，字节暂未回复。\n小荷医美类似于美团丽人/美发频道下的医学美容栏目，主要提供撮合交易，不过前者以项目而","content":"<p>The alphabet list recently found that Xiaohe Medical, a subsidiary of ByteDance, has launched the medical beauty service \"Xiaohe Medical Beauty\". For the follow-up business expansion of Xiaohe Medical Beauty, Byte has not replied yet.</p><p>Xiaohe Medical Beauty is similar to the medical beauty column under the Meituan Beauty/Hairdressing Channel, which mainly provides matching transactions, but the former is displayed in the form of projects rather than merchants.</p><p><img src=\"https://static.tigerbbs.com/dcef44cd5c088af0a6cb49effc530c95\" tg-width=\"760\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p><p><b>At this stage, Xiaohe Medical Beauty provides services such as Bo Shui Light Needle, Thermage, photon skin rejuvenation, etc. At present, it is only online in Beijing and Harbin, and there are fewer merchants to choose from. The cooperative institutions in Beijing include Yuemei Medical, Pomegranate Medical Beauty, Asian Games Village Meizhong Yihe, Yimeier Jianxiang, and the only cooperative institution in Harbin is Yimeier.</b></p><p>According to the alphabet list, at the end of last year, ByteDance recruited medical aesthetics business interns, and its main responsibilities included the introduction and warehousing of medical aesthetics services. In addition, the recruitment platform shows that ByteDance is recently recruiting a medical aesthetics operation manager, responsible for the content operation of medical aesthetics. The job introduction does not show which business department the position belongs to.</p><p><img src=\"https://static.tigerbbs.com/36bf1c1608ccc3a49f2276ea620893df\" tg-width=\"1080\" tg-height=\"2218\" referrerpolicy=\"no-referrer\"></p><p>Medical aesthetic services are becoming a new growth magic weapon for transactional products. Previously, the \"China Medical Aesthetics Market Trend Insight Report\" released by Deloitte and Meituan showed that in the third quarter of 2020, the consumption orders of Meituan Medical Aesthetics increased by 98% year-on-year, the customer unit price increased by 15% year-on-year, and the total transaction volume increased by 127% year-on-year.</p><p>During the double 11 period of the same year, Hungry announced that in the first wave of sales period, the volume of medical aesthetic medical consumption orders increased nearly 7 times month-on-month, making it the most popular life service item. The average customer unit price was as high as 6,300 yuan, of which 30% of medical aesthetic orders came from the late-night live broadcast room.<img src=\"https://static.tigerbbs.com/7dcb0f474f9e744f6aec63a5b4eb71ea\" tg-width=\"766\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>Nowadays, Taobao anchors have also begun to sell medical beauty products in the live broadcast room. During 618 this year, Taobao top anchor Sydney once promoted the Medical Beauty Festival. According to the alphabet list, a combination package (including Thermage, fotona 4D pro and other projects) with a price of 27,999 yuan in the live broadcast room sold more than 800 pieces, with sales exceeding 20 million yuan; The sales volume of a combination package with a price of 25,999 yuan also exceeded 200 pieces, with sales exceeding 5 million yuan.</p><p>Guosheng Securities recently released a report showing that China is the world's largest medical aesthetics market. It is expected that the consumption scale of medical aesthetics will double in 2025, with the market scale increasing from 138.6 billion yuan in 2020 to 280.1 billion yuan in 2025, with a five-year CAGR of 15.11%. The market scale of surgery/injection/optoelectronics is 1417/993/39.1 billion yuan respectively. Based on urban women aged 19-49, the user penetration rate will increase to 6.30%/15.32%/20.25% respectively, corresponding to 11,92/2895/38.27 million consumers, and the customer unit price is 11,892/3430/1021 yuan respectively.</p><p>Obviously, Byte will not miss this track with high unit price, vast market, and available traffic.</p><p>\"Byte, which has traffic advantages, wants to find new areas for growth, so look at the industries with relatively large market size, that is, medical care, education, and real estate.\" An Internet product person once told the alphabet list. These three fields are the industries that Byte has quickly cut into in the past one or two years. In the middle of last year, the progress of Byte's layout of big health also began to accelerate.</p><p>In May 2020, ByteDance wholly acquired Encyclopedia Famous Doctor for 500 million yuan. Byte later responded that the acquisition of Encyclopedia Famous Doctor was mainly to build a more complete platform content ecology.</p><p>In October of the same year, Byte unified its medical brand as \"Xiaohe\". In 2019, Byte launched the medical product Green Pine Cone, which was initially positioned as \"medical search + seriously ill community\". In this round of brand integration, Green Pine Cone APP was updated to Xiaohe. In addition, Byte also launched a product named \"Doctor Xiaohe\".</p><p>Product page of initial stage of Xiaohe name change</p><p>In the early days after the name change, Xiaohe mainly provided \"Quick Ask the Doctor\" and \"Check the Medical Code\".<a href=\"https://laohu8.com/S/III\">Information Services</a>, the \"prescription purchase\" function has not yet been opened. At the beginning of this year, the famous doctors in the encyclopedia have appeared under the new brand name of \"Xiaohe Medical Code\".</p><p>In addition, at the end of last year, Byte has opened an offline clinic named \"Pinecone Clinic\", with services covering gynecology, general practice, dermatology, traditional Chinese medicine, health management, etc.<b>At present, Xiaohe Clinic is recruiting medical aesthetic doctors and medical aesthetic nurses.</b></p><p>Obviously, Byte's layout for medical care won't just stop in the field of information services. The main revenue force of Internet company's big health business is e-commerce service.<a href=\"https://laohu8.com/S/00241\">Alibaba Health</a>In fiscal year 2021 (as of March 31, 2021), revenue was 15.52 billion yuan, of which revenue from pharmaceutical e-commerce platform business was 1.965 billion yuan and revenue from pharmaceutical self-operated business was 13.216 billion yuan.</p><p>At the beginning of Xiaohe Medical, it set up a page for \"prescription drug purchase\" to be launched. In version 3.6.0 in March this year, Xiaohe officially launched the online drug purchase service.</p><p><b>Xiaohe is moving from providing information services to providing transaction services.</b></p><p>In addition to online drug purchase, medical aesthetics is probably one of the faster growing areas in the medical field, and the customer unit price of medical aesthetics products is relatively high, which can obviously contribute a lot to the growth of GMV. All major Internet companies are here.</p><p>In 2016, Tmall Medical Beauty was officially launched, and Tmall and Ali Health merged into the field of medical beauty. In mid-2019, Ali Health pointed out in the announcement that the consumer medical business has become another strong engine for the Group's next revenue and profit growth. In March this year, Wang Yajun, general manager of hungry consumer medical care, once said that nearly 60% of medical beauty businesses have tried to broadcast live goods, and the turnover of medical beauty live broadcast in Sydney live broadcast room has exceeded 100 million.</p><p>During 618 last year,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>It was announced that at 12 noon on June 18th, the turnover of medical aesthetics increased by 510 times year-on-year, and the turnover of light medical aesthetics services increased by 236 times from the previous day. On the eve of 618 this year,<a href=\"https://laohu8.com/S/06618\">JD Health</a>And<a href=\"https://laohu8.com/S/SY\">New Oxygen</a>Cooperation has been reached, and the official flagship store of SoYoung Medical Beauty has settled in JD.COM, serving 17 cities including Beijing, Shanghai, Guangzhou and Shenzhen.</p><p>Xiaohe's entry into the medical beauty track is not only an important layout in the byte medical field, but also a progress in its local life field.</p><p>New Oxygen has repeatedly emphasized that its business model is \"media + community + e-commerce\", that is, users are attracted to the platform through the content of the new media matrix, and community content is shared by users to help consumers choose medical institutions and solve decision-making problems. E-commerce appointments help consumers screen institutions, make appointments and bargain online.</p><p><b>Obviously, the sales of medical aesthetic products are extremely compatible with platforms with content and community attributes. In the business system of large companies, most of the medical beauty business belongs to the in-store business in the local life business. For example, the Meituan business was previously a sub-category of the original Beauty Business Department, and it was upgraded to an independent business department at the end of 2018.</b></p><p>In addition, the alphabet list found that many of the medical beauty products previously sold in Sydney Live Room came from the store \"Hungry Medical Beauty Medical\", and clicking on the store details will jump to \"Tmall Medical Beauty\".</p><p><img src=\"https://static.tigerbbs.com/d7af41e67f4bb60df07984683b9097e0\" tg-width=\"1080\" tg-height=\"2082\" referrerpolicy=\"no-referrer\"></p><p>Mastering the bytes of flow valves naturally won't miss this business. Judging from Byte's current actions, Xiaohe was the first to break into the medical beauty track, not<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Preferential group buying in the Local Life Business section. At present, the preferential group purchase of Tik Tok local life business segment only provides two products: gourmet catering and hotel homestay, and has not yet sold medical aesthetic products.</p><p>However, Tik Tok has five channels: food, leisure and entertainment, accommodation, beauty and play. At present, there is only one sub-category of beauty salons in the beauty channel, and some of them have launched group purchase products, most of which are nursing items, and there are no medical and aesthetic items such as surgery, injection and optoelectronics.</p><p>Obviously, Douyin's layout in the medical beauty track is relatively cautious. At the end of 2018, Toutiao published medical advertisements illegally without obtaining medical advertisement review certificates<a href=\"https://laohu8.com/S/600085\">Tong Ren Tang</a>Health food advertisements and illegal advertisements of over-the-counter drugs were fined 3 million yuan.</p><p>Judging from the current SKU, the number of cooperative medical beauty institutions, and the richness of cities covered, Xiaohe Medical Beauty is still in its infancy, and there are still many gaps compared with platforms such as Meituan, Tmall and New Oxygen. However, it is conceivable that Tik Tok group buying will continue to move closer to public comments, and the key action of moving closer is to make up the categories and enrich SKUs.</p>","source":"ZMB","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>Byte jumps into the medical aesthetics track</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\">\nByte jumps into the medical aesthetics track\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">字母榜</strong><span class=\"h-time small\">2021-06-16 16:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The alphabet list recently found that Xiaohe Medical, a subsidiary of ByteDance, has launched the medical beauty service \"Xiaohe Medical Beauty\". For the follow-up business expansion of Xiaohe Medical Beauty, Byte has not replied yet.</p><p>Xiaohe Medical Beauty is similar to the medical beauty column under the Meituan Beauty/Hairdressing Channel, which mainly provides matching transactions, but the former is displayed in the form of projects rather than merchants.</p><p><img src=\"https://static.tigerbbs.com/dcef44cd5c088af0a6cb49effc530c95\" tg-width=\"760\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p><p><b>At this stage, Xiaohe Medical Beauty provides services such as Bo Shui Light Needle, Thermage, photon skin rejuvenation, etc. At present, it is only online in Beijing and Harbin, and there are fewer merchants to choose from. The cooperative institutions in Beijing include Yuemei Medical, Pomegranate Medical Beauty, Asian Games Village Meizhong Yihe, Yimeier Jianxiang, and the only cooperative institution in Harbin is Yimeier.</b></p><p>According to the alphabet list, at the end of last year, ByteDance recruited medical aesthetics business interns, and its main responsibilities included the introduction and warehousing of medical aesthetics services. In addition, the recruitment platform shows that ByteDance is recently recruiting a medical aesthetics operation manager, responsible for the content operation of medical aesthetics. The job introduction does not show which business department the position belongs to.</p><p><img src=\"https://static.tigerbbs.com/36bf1c1608ccc3a49f2276ea620893df\" tg-width=\"1080\" tg-height=\"2218\" referrerpolicy=\"no-referrer\"></p><p>Medical aesthetic services are becoming a new growth magic weapon for transactional products. Previously, the \"China Medical Aesthetics Market Trend Insight Report\" released by Deloitte and Meituan showed that in the third quarter of 2020, the consumption orders of Meituan Medical Aesthetics increased by 98% year-on-year, the customer unit price increased by 15% year-on-year, and the total transaction volume increased by 127% year-on-year.</p><p>During the double 11 period of the same year, Hungry announced that in the first wave of sales period, the volume of medical aesthetic medical consumption orders increased nearly 7 times month-on-month, making it the most popular life service item. The average customer unit price was as high as 6,300 yuan, of which 30% of medical aesthetic orders came from the late-night live broadcast room.<img src=\"https://static.tigerbbs.com/7dcb0f474f9e744f6aec63a5b4eb71ea\" tg-width=\"766\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>Nowadays, Taobao anchors have also begun to sell medical beauty products in the live broadcast room. During 618 this year, Taobao top anchor Sydney once promoted the Medical Beauty Festival. According to the alphabet list, a combination package (including Thermage, fotona 4D pro and other projects) with a price of 27,999 yuan in the live broadcast room sold more than 800 pieces, with sales exceeding 20 million yuan; The sales volume of a combination package with a price of 25,999 yuan also exceeded 200 pieces, with sales exceeding 5 million yuan.</p><p>Guosheng Securities recently released a report showing that China is the world's largest medical aesthetics market. It is expected that the consumption scale of medical aesthetics will double in 2025, with the market scale increasing from 138.6 billion yuan in 2020 to 280.1 billion yuan in 2025, with a five-year CAGR of 15.11%. The market scale of surgery/injection/optoelectronics is 1417/993/39.1 billion yuan respectively. Based on urban women aged 19-49, the user penetration rate will increase to 6.30%/15.32%/20.25% respectively, corresponding to 11,92/2895/38.27 million consumers, and the customer unit price is 11,892/3430/1021 yuan respectively.</p><p>Obviously, Byte will not miss this track with high unit price, vast market, and available traffic.</p><p>\"Byte, which has traffic advantages, wants to find new areas for growth, so look at the industries with relatively large market size, that is, medical care, education, and real estate.\" An Internet product person once told the alphabet list. These three fields are the industries that Byte has quickly cut into in the past one or two years. In the middle of last year, the progress of Byte's layout of big health also began to accelerate.</p><p>In May 2020, ByteDance wholly acquired Encyclopedia Famous Doctor for 500 million yuan. Byte later responded that the acquisition of Encyclopedia Famous Doctor was mainly to build a more complete platform content ecology.</p><p>In October of the same year, Byte unified its medical brand as \"Xiaohe\". In 2019, Byte launched the medical product Green Pine Cone, which was initially positioned as \"medical search + seriously ill community\". In this round of brand integration, Green Pine Cone APP was updated to Xiaohe. In addition, Byte also launched a product named \"Doctor Xiaohe\".</p><p>Product page of initial stage of Xiaohe name change</p><p>In the early days after the name change, Xiaohe mainly provided \"Quick Ask the Doctor\" and \"Check the Medical Code\".<a href=\"https://laohu8.com/S/III\">Information Services</a>, the \"prescription purchase\" function has not yet been opened. At the beginning of this year, the famous doctors in the encyclopedia have appeared under the new brand name of \"Xiaohe Medical Code\".</p><p>In addition, at the end of last year, Byte has opened an offline clinic named \"Pinecone Clinic\", with services covering gynecology, general practice, dermatology, traditional Chinese medicine, health management, etc.<b>At present, Xiaohe Clinic is recruiting medical aesthetic doctors and medical aesthetic nurses.</b></p><p>Obviously, Byte's layout for medical care won't just stop in the field of information services. The main revenue force of Internet company's big health business is e-commerce service.<a href=\"https://laohu8.com/S/00241\">Alibaba Health</a>In fiscal year 2021 (as of March 31, 2021), revenue was 15.52 billion yuan, of which revenue from pharmaceutical e-commerce platform business was 1.965 billion yuan and revenue from pharmaceutical self-operated business was 13.216 billion yuan.</p><p>At the beginning of Xiaohe Medical, it set up a page for \"prescription drug purchase\" to be launched. In version 3.6.0 in March this year, Xiaohe officially launched the online drug purchase service.</p><p><b>Xiaohe is moving from providing information services to providing transaction services.</b></p><p>In addition to online drug purchase, medical aesthetics is probably one of the faster growing areas in the medical field, and the customer unit price of medical aesthetics products is relatively high, which can obviously contribute a lot to the growth of GMV. All major Internet companies are here.</p><p>In 2016, Tmall Medical Beauty was officially launched, and Tmall and Ali Health merged into the field of medical beauty. In mid-2019, Ali Health pointed out in the announcement that the consumer medical business has become another strong engine for the Group's next revenue and profit growth. In March this year, Wang Yajun, general manager of hungry consumer medical care, once said that nearly 60% of medical beauty businesses have tried to broadcast live goods, and the turnover of medical beauty live broadcast in Sydney live broadcast room has exceeded 100 million.</p><p>During 618 last year,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>It was announced that at 12 noon on June 18th, the turnover of medical aesthetics increased by 510 times year-on-year, and the turnover of light medical aesthetics services increased by 236 times from the previous day. On the eve of 618 this year,<a href=\"https://laohu8.com/S/06618\">JD Health</a>And<a href=\"https://laohu8.com/S/SY\">New Oxygen</a>Cooperation has been reached, and the official flagship store of SoYoung Medical Beauty has settled in JD.COM, serving 17 cities including Beijing, Shanghai, Guangzhou and Shenzhen.</p><p>Xiaohe's entry into the medical beauty track is not only an important layout in the byte medical field, but also a progress in its local life field.</p><p>New Oxygen has repeatedly emphasized that its business model is \"media + community + e-commerce\", that is, users are attracted to the platform through the content of the new media matrix, and community content is shared by users to help consumers choose medical institutions and solve decision-making problems. E-commerce appointments help consumers screen institutions, make appointments and bargain online.</p><p><b>Obviously, the sales of medical aesthetic products are extremely compatible with platforms with content and community attributes. In the business system of large companies, most of the medical beauty business belongs to the in-store business in the local life business. For example, the Meituan business was previously a sub-category of the original Beauty Business Department, and it was upgraded to an independent business department at the end of 2018.</b></p><p>In addition, the alphabet list found that many of the medical beauty products previously sold in Sydney Live Room came from the store \"Hungry Medical Beauty Medical\", and clicking on the store details will jump to \"Tmall Medical Beauty\".</p><p><img src=\"https://static.tigerbbs.com/d7af41e67f4bb60df07984683b9097e0\" tg-width=\"1080\" tg-height=\"2082\" referrerpolicy=\"no-referrer\"></p><p>Mastering the bytes of flow valves naturally won't miss this business. Judging from Byte's current actions, Xiaohe was the first to break into the medical beauty track, not<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Preferential group buying in the Local Life Business section. At present, the preferential group purchase of Tik Tok local life business segment only provides two products: gourmet catering and hotel homestay, and has not yet sold medical aesthetic products.</p><p>However, Tik Tok has five channels: food, leisure and entertainment, accommodation, beauty and play. At present, there is only one sub-category of beauty salons in the beauty channel, and some of them have launched group purchase products, most of which are nursing items, and there are no medical and aesthetic items such as surgery, injection and optoelectronics.</p><p>Obviously, Douyin's layout in the medical beauty track is relatively cautious. At the end of 2018, Toutiao published medical advertisements illegally without obtaining medical advertisement review certificates<a href=\"https://laohu8.com/S/600085\">Tong Ren Tang</a>Health food advertisements and illegal advertisements of over-the-counter drugs were fined 3 million yuan.</p><p>Judging from the current SKU, the number of cooperative medical beauty institutions, and the richness of cities covered, Xiaohe Medical Beauty is still in its infancy, and there are still many gaps compared with platforms such as Meituan, Tmall and New Oxygen. However, it is conceivable that Tik Tok group buying will continue to move closer to public comments, and the key action of moving closer is to make up the categories and enrich SKUs.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/L1PhD1NBUFEKkw5t4UgD7w\">字母榜</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57922dcc5f7a43f1fddaf18d1a519025","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/L1PhD1NBUFEKkw5t4UgD7w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164341990","content_text":"字母榜近日发现，字节跳动旗下的小荷医疗已上线医学美容服务“小荷医美”。对于小荷医美后续业务拓展情况，字节暂未回复。\n小荷医美类似于美团丽人/美发频道下的医学美容栏目，主要提供撮合交易，不过前者以项目而非商家的形式展示。\n\n现阶段，小荷医美提供博水光针、热玛吉、光子嫩肤等服务项目，目前仅在北京、哈尔滨上线，可供选择的商家较少，在北京的合作机构包括悦美好医、石榴医美、亚运村美中宜和、伊美尔健翔，在哈尔滨的合作机构仅有伊美尔一家。\n字母榜查询到，在去年年底，字节跳动就曾招聘医美业务实习生，主要职责就包括负责医美服务的引入和入库。另外，招聘平台显示，近期字节跳动正招聘医美运营经理，负责医美方向内容运营工作，职位介绍未显示该职位归属于哪一业务部门。\n\n医美服务正成为交易型产品的新增长法宝。此前德勤联合美团发布的《中国医美市场趋势洞察报告》显示，2020年第三季度，美团医美消费订单量同比增加98%，客单价同比增加15%，交易总额同比增加127%。\n同年双11期间，饿了么则公布，在第一波售卖期，医美医疗消费订单量环比增长近7倍，为最受欢迎的生活服务项目，平均客单价高达6300元，其中有30%的医美订单来自深夜直播间。\n如今，淘宝主播们也开始在直播间卖医美产品。今年618期间，淘宝top主播雪梨就曾推医美节。字母榜查询到，一款在直播间售价27999元的组合套餐（含热玛吉、fotona 4D pro等项目）销售量超800件，销售额超2000万元；一款售价为25999元的组合套餐的销量也超200件，销售额超500万元。\n国盛证券近日发布报告显示，中国为全球最大医美市场，预计2025年医美消费规模实现翻倍增长，市场规模从2020年的1386亿元增至2025年的2801亿元，五年CAGR 15.11%，手术类/注射类/光电类市场规模分别为1417/993/391亿元，以19-49岁城镇女性为基数，用户渗透率分别提升至6.30%/15.32%/20.25%，对应消费人数1192/2895/3827万人，客单价分别为11892/3430/1021元。\n显然，字节不会错过这一客单价高、市场广阔，而又可用流量浇灌的赛道。\n“拥有流量优势的字节要找到新领域获得增长，那么看市场规模比较大的行业，那就是医疗、教育、房产。”一位互联网产品人士曾向字母榜表示。而这三个领域正是字节近一两年快速切入的行业，在去年年中，字节布局大健康的进度也开始提速。\n2020年5月，字节跳动以5亿元全资收购百科名医，字节后来曾回应，收购百科名医主要是为建设更完整的平台内容生态。\n同年10月，字节将旗下医疗品牌统一为“小荷”。2019年，字节曾推出医疗产品绿松果，初期定位为“医疗搜索+重病社区”，在这一轮品牌整合中，绿松果APP更新为小荷，此外，字节还上线了一款名为“小荷医生”的产品。\n小荷更名初期产品页面\n更名后初期，小荷主要提供“快速问医生”、“查医典”等信息服务，“处方购药”功能尚未开放。今年年初，百科名医已经以“小荷医典”的新品牌名出现。\n另外，去年年底，字节已开设了一家名为“松果诊所”的线下诊疗机构，服务涵盖妇科、全科、皮肤科、中医、健康管理等。目前，小荷门诊正在招聘医疗美容医生和医美护士。\n显然，字节对医疗的布局不会只停留在信息服务领域。互联网公司大健康业务的营收主力军正是电商服务，阿里健康2021财年（截止2021年3月31日）收入155.2亿元，其中医药电商平台业务收入为19.65亿元，医药自营业务的收入为132.16亿元。\n小荷医疗上线初期便设置了“处方购药”待上线的页面，而在今年3月的3.6.0版本中，小荷正式上线在线购药服务。\n小荷正从提供信息服务走向提供交易服务。\n除了在线购药，医美大概是医疗领域增长较快的领域之一，且医美产品客单价较高，显然能对GMV增长助益不少，互联网大公司无不在此落子。\n2016年，天猫医美正式启动，天猫与阿里健康合并进驻医美领域，2019年年中，阿里健康在公告中指出，消费医疗业务已成为集团下一步收入和利润增长的又一个强劲引擎。今年3月，饿了么消费医疗总经理王亚军曾曾表示，已经有近60%的医美商家尝试直播带货，雪梨直播间的医美直播成交额曾破1亿。\n去年618期间，京东曾公布6月18日中午12点，医美成交额同比增长510倍，轻医美服务成交额环比前一天增长236倍。今年618前夕，京东健康和新氧达成合作，新氧医美官方旗舰店入驻京东，服务范围包括北上广深等十七座城市。\n小荷进军医美赛道不仅是字节医疗领域的重要布局，同时也是其本地生活领域的一个进展。\n新氧此前就曾反复强调其商业模式为“媒体+社区+电商”，即通过新媒体矩阵的内容将用户吸引到平台上，社区内容通过用户分享，帮助消费者挑选医疗机构、解决决策问题，电商预约帮助消费者筛选机构、预约及在线议价。\n显然，医美产品销售与拥有内容、社区属性的平台极为契合。在大公司的业务体系中，医美业务大多就归属于本地生活业务中的到店业务，比如美团业务此前就为原丽人业务部的细分品类，在2018年年底升级为独立业务部。\n另外，字母榜发现，雪梨直播间此前销售的医美产品中不少来自店铺“饿了么医美医疗”，点击店铺详情则会跳转至“天猫医美”。\n\n掌握了流量阀门的字节自然不会错过这门生意。而从字节如今的动作来看，其最先闯入医美赛道的为小荷，而非抖音本地生活业务版块的优惠团购。目前，抖音本地生活业务板块的优惠团购仅提供美食餐饮和酒店民宿两项产品，尚未销售医美产品。\n不过抖音吃喝玩乐榜设有美食、休闲娱乐、住宿、丽人、游玩五个频道，目前丽人频道中仅有美容美发一个子类目，其中部分店铺已上线了团购产品，大多为护理类项目，无手术类、注射类、光电类等医美项目。\n显然，抖音在医美赛道的布局是相对谨慎的。2018年年底，今日头条曾在未取得医疗广告审查证明的情况下发布医疗广告，违法发布同仁堂保健食品广告以及非处方药非法广告，被处以罚款300万元。\n从目前的SKU、合作的医美机构数量、覆盖城市的丰富度来看，小荷医美尚处于起步阶段，与美团、天猫、新氧等平台相比尚有不少差距。但可以想见，抖音团购会继续向大众点评靠拢，而靠拢的关键动作就是补足品类，丰富SKU。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169614332,"gmtCreate":1623832616026,"gmtModify":1703820810062,"author":{"id":"3578565274483399","authorId":"3578565274483399","name":"YodianLai","avatar":"https://static.tigerbbs.com/94ee7091222bfacde34d2a3cee83a9a6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578565274483399","authorIdStr":"3578565274483399"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169614332","repostId":"1150828904","repostType":4,"repost":{"id":"1150828904","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":1623831139,"share":"https://ttm.financial/m/news/1150828904?lang=en_US&edition=fundamental","pubTime":"2021-06-16 16:12","market":"other","language":"zh","title":"Oracle falls more than 4% premarket, cloud capex doubles in fiscal 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1150828904","media":"老虎资讯综合","summary":"6月16日，甲骨文盘前跌超4%，公司将使2022财年的云资本支出翻倍至近40亿美元。\n\n甲骨文在本周二表示，因公司持续加大对云计算业务的投资，以对抗亚马逊和微软等竞争对手，导致当前财季的利润不及预期。","content":"<p>On June 16,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>With a premarket drop of more than 4%, the company will double its cloud capex to nearly $4 billion in fiscal 2022.</p><p><img src=\"https://static.tigerbbs.com/826192cd85b9aa0b3af0fa7d88137c21\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Oracle said on Tuesday that the company continued to increase its investment in cloud computing to counter<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And other competitors, resulting in the profit of the current fiscal quarter that fell short of expectations.</p><p>Oracle plans to continue to invest more in its cloud computing business in 2022, doubling spending to $4 billion. The company has been building more data centers to help enterprises expand their businesses, enhance cloud service output, and win winners such as<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Wait for well-known customers.</p><p>However, investors and analysts still believe that Oracle's cloud computing business can only be considered a niche market compared with the two giants Microsoft and Amazon. At the same time, analysts also noted that \"one of Oracle's biggest problems is that despite its focus on cloud solutions, the company's revenue growth is extremely limited.\"</p><p>Oracle released its fourth fiscal quarter report for fiscal 2021 in the early hours of this morning. Its total revenue for the fourth fiscal quarter was US$11.227 billion, up 8% year-on-year, and its net profit was US$4.033 billion, up 29% year-on-year.</p><p>However, due to increased investment in cloud computing, Oracle forecasts current fiscal first-quarter earnings of 94 cents to 98 cents per share, below the estimate of $1.03.</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>Oracle falls more than 4% premarket, cloud capex doubles in fiscal 2022</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\">\nOracle falls more than 4% premarket, cloud capex doubles in fiscal 2022\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 16:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 16,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>With a premarket drop of more than 4%, the company will double its cloud capex to nearly $4 billion in fiscal 2022.</p><p><img src=\"https://static.tigerbbs.com/826192cd85b9aa0b3af0fa7d88137c21\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Oracle said on Tuesday that the company continued to increase its investment in cloud computing to counter<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And other competitors, resulting in the profit of the current fiscal quarter that fell short of expectations.</p><p>Oracle plans to continue to invest more in its cloud computing business in 2022, doubling spending to $4 billion. The company has been building more data centers to help enterprises expand their businesses, enhance cloud service output, and win winners such as<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Wait for well-known customers.</p><p>However, investors and analysts still believe that Oracle's cloud computing business can only be considered a niche market compared with the two giants Microsoft and Amazon. At the same time, analysts also noted that \"one of Oracle's biggest problems is that despite its focus on cloud solutions, the company's revenue growth is extremely limited.\"</p><p>Oracle released its fourth fiscal quarter report for fiscal 2021 in the early hours of this morning. Its total revenue for the fourth fiscal quarter was US$11.227 billion, up 8% year-on-year, and its net profit was US$4.033 billion, up 29% year-on-year.</p><p>However, due to increased investment in cloud computing, Oracle forecasts current fiscal first-quarter earnings of 94 cents to 98 cents per share, below the estimate of $1.03.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"ORCL":"甲骨文"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150828904","content_text":"6月16日，甲骨文盘前跌超4%，公司将使2022财年的云资本支出翻倍至近40亿美元。\n\n甲骨文在本周二表示，因公司持续加大对云计算业务的投资，以对抗亚马逊和微软等竞争对手，导致当前财季的利润不及预期。\n甲骨文计划在 2022 年继续加大云计算业务的投资，支出将增加一倍，达到 40 亿美元。该公司一直在建立更多的数据中心，以助力企业扩大业务，增强云服务的产出，并赢得诸如 Zoom 等知名客户。\n不过，投资者和分析师仍认为，相比于微软和亚马逊这两家巨头，甲骨文的云计算业务只能算是小众市场。同时，分析师还指出，“甲骨文最大的问题之一是，尽管其专注于云解决方案，但公司的收入增长却极其有限。”\n甲骨文在今日凌晨发布了 2021 财年第四财季报，其第四财季总营收为 112.27 亿美元，同比增长 8%，净利润为 40.33 亿美元，同比增长 29%。\n不过由于对云计算投资的增加，甲骨文预测当前第一财季每股收益为 94 美分至 98 美分，低于预期的 1.03 美元。","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}