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daryltan526
2021-05-07
wow
Tesla, Nio Significantly Cut From Baillie Gifford Portfolio, Here's What The Firm Bought Instead In Q1
daryltan526
2021-06-16
wow!
Here's a complete trader playbook for every outcome from the key Fed meeting
daryltan526
2021-09-20
yes
@话题虎:【故事會】房住不炒喊幾年了，你們這些地產商聽了麼？
Go to Tiger App to see more news
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轉自公衆號：遠方青木 作者：一棵青木 恆大的事這幾天刷屏了，各種各樣的視頻和圖片在大小微信羣裏瘋狂流傳。 很多人讓我談一下恆大的事。 其實恆大的事沒什麼好談的，事就那個事，你們看完羣裏的視頻和圖自己就清楚了。 大家其實想知道的，是政府會不會救恆大，以及普通人應該怎麼辦。 先說結論，我不認爲政府會去救恆大，我也反對政府救恆大。 如果救了恆大，那持續幾年的房地產調控就白費了，所有努力付諸東流。 政府不會去故意打壓恆大，但是絕對沒有救恆大的義務。 這一劫，恆大渡過去，算他的本事，渡不過去，也和別人沒關係。 冰凍三尺非一日之寒，恆大會暴雷和國家對地產行業的嚴厲調控有密切關係。 但問題來了，國家是剛開始調控房地產麼？ 房住不炒不是上個月剛提出來的吧，這口號中央都喊幾年了，你們這些地產商聽了麼？ 恆大暴雷和自身激進拿地的政策有直接因果關係，但其他地產商又能好哪去。 2021年9月，恆大現金徹底耗盡，再也無力兌付。 但2021年6~7月，關於恆大商票延期，資金鍊出現極大困難的消息就已經全網皆知了。 是地產寒冬導致的麼？ 整個2021年上半年，如果你打開地產新聞，看到的會是各種地王，各路房地產商瘋狂的買地，喊出一個個令人目瞪口呆的天價，土拍價格不斷的再創新高。 爲了遏制土地價格飆升，今年中央推出了土地集中拍賣制度，希望通過壓制地產商資金流動率的方式來遏制地價。 結果，地價連創新高，地產商舉牌的熱情高漲的讓負責拍賣的官員都害怕。 “史詩級別的土拍”，屢次成爲新聞的標題，一次又一次。 每一次集中式土拍，都是一次地價再創新高的過程，政府多番更改了拍賣規則都無法改變這一結局。 2021年4月28日，揚州市首次集中土拍，拍出了1.42萬/平的價格，地價比周邊的房價還貴，市場紛紛預測揚州市的房價肯定要到2.5萬","listText":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 恆大的事這幾天刷屏了，各種各樣的視頻和圖片在大小微信羣裏瘋狂流傳。 很多人讓我談一下恆大的事。 其實恆大的事沒什麼好談的，事就那個事，你們看完羣裏的視頻和圖自己就清楚了。 大家其實想知道的，是政府會不會救恆大，以及普通人應該怎麼辦。 先說結論，我不認爲政府會去救恆大，我也反對政府救恆大。 如果救了恆大，那持續幾年的房地產調控就白費了，所有努力付諸東流。 政府不會去故意打壓恆大，但是絕對沒有救恆大的義務。 這一劫，恆大渡過去，算他的本事，渡不過去，也和別人沒關係。 冰凍三尺非一日之寒，恆大會暴雷和國家對地產行業的嚴厲調控有密切關係。 但問題來了，國家是剛開始調控房地產麼？ 房住不炒不是上個月剛提出來的吧，這口號中央都喊幾年了，你們這些地產商聽了麼？ 恆大暴雷和自身激進拿地的政策有直接因果關係，但其他地產商又能好哪去。 2021年9月，恆大現金徹底耗盡，再也無力兌付。 但2021年6~7月，關於恆大商票延期，資金鍊出現極大困難的消息就已經全網皆知了。 是地產寒冬導致的麼？ 整個2021年上半年，如果你打開地產新聞，看到的會是各種地王，各路房地產商瘋狂的買地，喊出一個個令人目瞪口呆的天價，土拍價格不斷的再創新高。 爲了遏制土地價格飆升，今年中央推出了土地集中拍賣制度，希望通過壓制地產商資金流動率的方式來遏制地價。 結果，地價連創新高，地產商舉牌的熱情高漲的讓負責拍賣的官員都害怕。 “史詩級別的土拍”，屢次成爲新聞的標題，一次又一次。 每一次集中式土拍，都是一次地價再創新高的過程，政府多番更改了拍賣規則都無法改變這一結局。 2021年4月28日，揚州市首次集中土拍，拍出了1.42萬/平的價格，地價比周邊的房價還貴，市場紛紛預測揚州市的房價肯定要到2.5萬","text":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 恆大的事這幾天刷屏了，各種各樣的視頻和圖片在大小微信羣裏瘋狂流傳。 很多人讓我談一下恆大的事。 其實恆大的事沒什麼好談的，事就那個事，你們看完羣裏的視頻和圖自己就清楚了。 大家其實想知道的，是政府會不會救恆大，以及普通人應該怎麼辦。 先說結論，我不認爲政府會去救恆大，我也反對政府救恆大。 如果救了恆大，那持續幾年的房地產調控就白費了，所有努力付諸東流。 政府不會去故意打壓恆大，但是絕對沒有救恆大的義務。 這一劫，恆大渡過去，算他的本事，渡不過去，也和別人沒關係。 冰凍三尺非一日之寒，恆大會暴雷和國家對地產行業的嚴厲調控有密切關係。 但問題來了，國家是剛開始調控房地產麼？ 房住不炒不是上個月剛提出來的吧，這口號中央都喊幾年了，你們這些地產商聽了麼？ 恆大暴雷和自身激進拿地的政策有直接因果關係，但其他地產商又能好哪去。 2021年9月，恆大現金徹底耗盡，再也無力兌付。 但2021年6~7月，關於恆大商票延期，資金鍊出現極大困難的消息就已經全網皆知了。 是地產寒冬導致的麼？ 整個2021年上半年，如果你打開地產新聞，看到的會是各種地王，各路房地產商瘋狂的買地，喊出一個個令人目瞪口呆的天價，土拍價格不斷的再創新高。 爲了遏制土地價格飆升，今年中央推出了土地集中拍賣制度，希望通過壓制地產商資金流動率的方式來遏制地價。 結果，地價連創新高，地產商舉牌的熱情高漲的讓負責拍賣的官員都害怕。 “史詩級別的土拍”，屢次成爲新聞的標題，一次又一次。 每一次集中式土拍，都是一次地價再創新高的過程，政府多番更改了拍賣規則都無法改變這一結局。 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23:03","market":"us","language":"en","title":"Here's a complete trader playbook for every outcome from the key Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1150591447","media":"CNBC","summary":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put ","content":"<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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 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float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's a complete trader playbook for every outcome from the key Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:03 GMT+8 <a href=https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1150591447","content_text":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day meeting Wednesday, could start preliminary discussions about scaling back the unprecedented bond-buying programs that aided the economy during the pandemic. Some market participants believe it’s still too soon for the central bank to signal such a tapering action, while others think the Fed will be able to find a happy medium that won’t upset the markets.\nEach scenario has different investing implications as they are expected to make big moves across asset classes.\nHere’s a playbook for traders on every scenario from the central bank’s key meeting.\nIf the Fed signals it’s staying with easy policies\nThe Fed could reiterate its transitory stance on inflation, ignoring the pick-up in price pressures reflected in recent economic data. If the central bank says its not time to remove accommodative policies and it’s not concerned about inflation, investors should stick with hedges against rising prices like commodities and stocks with high pricing power, investment banks found.\nBank of America screened S&P 500 companies that its analysts believe have the most pricing power and ability to expand margins at times of rising prices. The stocks include a few chipmakers —Nvidia,Texas InstrumentsandBroadcom— as well as consumer plays likeHome Depot,NikeandPepsiCo.Energy dividend payerExxon Mobilis also on the list.\nUBS also developed a framework for scoring corporate pricing agility, which considers pricing power, margin momentum and input cost exposure. For pricing power, UBS quantified the extent to which a company can raise prices over and above costs. For margin momentum, UBS tracked corporate pricing trends using its proprietary pricing mapping.\nFor input cost exposure, UBS searched for companies with negative sentiment around commodity and transport costs on earnings calls.\n\nBillionaire hedge fund manager Paul Tudor Jones said earlier this week that investors should “go all in on the inflation trades” if the Fed keeps ignoring higher prices.\n“If they treat these numbers — which were material events, they were very material —if they treat them with nonchalance, I think it’s just a green light to bet heavily on every inflation trade,” Tudor Jones said on “Squawk Box”on Monday.\n“If they say, ‘We’re on path, things are good,’ then I would just go all in on the inflation trades. I’d probably buy commodities, buy crypto, buy gold,” added Tudor Jones, who called the stock market crash in 1987.\nThe legendary investor believe cryptocurrencies and other commodities are favorable inflation hedges. Other than buying the commodities outright, investors could also bet on related exchange-traded funds, like gold miner ETFs.\nThe VanEck Vectors Gold Miners ETF (GDX),the biggest gold miner ETF with more than $14 billion in assets under management, has outperformed the populargold ETF GLDso far this year.\nIf the Fed signals it’s time to start removing easy policies\nAnother widely speculated scenario is for the Fed to signal that it’s nearing the time to dial back easy policy saying it will start tapering soon and move up its forecast for a rate increase. Under such a case where the central bank isn’t sufficiently dovish, many expect bond yields to shoot higher.\n“It could easily move longer yields higher,” said Kristina Hooper, Invesco’s chief global market strategist. “A revised dot plot could be one way to do that if it shows the anticipation of earlier or more aggressive rate hikes. And Fed Chair Jay Powell could easily push rates up if he shares that the Fed has started discussing tapering or suggests tapering could start in the next several months.”\nTudor Jones warned that this scenario could lead to another taper tantrum that could cause a correction in stocks.\n“If they course correct, if they say, ‘We’ve got incoming data, we’ve accomplished our mission or we’re on the way very rapidly to accomplishing our mission on employment,’ then you’re going to get a taper tantrum,”Tudor Jones said on Monday. “You’re going to get a sell-off in fixed income. You’re going to get a correction in stocks.”\nCNBC Pro combed through the returns of all S&P 500 stocks during the last five significant spikes in the 10-year Treasury yield. These five periods of a sharp move in rates occurred between 2003 and 2006, 2008 and 2009, 2012 and 2013, 2016 and 2018, and 2020 through now.\nAfter we found the stocks that beat the market every time, we looked for the names that are well-loved by analysts on Wall Street today. The stocks’ average gains during those rising interest rate periods are listed below, along with the percentage of analysts with buy ratings right now.\n\nBank of America’s head of U.S. equity and quantitative strategy Savita Subramanian is advising clients to buy high-quality stocks when tapering nears. High-quality stocks have a “B+” or better S&P quality rating.\nSubramanian said during the 2013 taper tantrum, high-quality names outperformed their low-quality counterparts by 1.3 percentage points from peak to trough in May and June.\nA hint at removing stimulus could also hurt stocks that are most sensitive to the economic recovery, including cyclicals like financials, energy and materials.\n“More hawkish = lower growth. Cyclicals should underperform,” Dennis DeBusschere, macro research analyst at Evercore ISI, said in a note. “The fact that hawkish concerns are being brought up at the same time people believe the reflation trade is in trouble and you have a poor Cyclical backdrop.”\nSo far in 2021, the energy sector has been the biggest winner among the 11 S&P 500 groupings, up 46%. Financials and real estate both gained more than 20% this year.\nIf the Fed makes both camps happy\nA third scenario could occur in which the Fed signals that it is concerned about inflation, but the central bank is not yet ready to taper.\nIf Fed chair Jerome Powell admits the discussion of tapering but nothing has been decided, then the market will likely see a modest rally, led by tech stocks, according to Tom Essaye, founder of the Sevens Report.\n“This is essentially the outcome that Powell and the Fed have been telegraphing for the past several weeks,” Essaye said. “This would be a continuation of the past two weeks’ Goldilocks market outlook. This outcome would help the S&P 500 extend last week’s breakout.”\nInvestors have been rotating back to tech as of late with bond yields coming down. The tech-heavyNasdaq Compositehas rallied about 2.5% this month, hitting a record close on Monday, its first all-time high since April 26. In comparison, the S&P 500 has risen just under 1% in June.\n“This is what the Fed has been doing for the last several months — warning that an inflation surge was coming but that it is transitory so no need to taper,” Jim Paulsen, chief investment strategist at the Leuthold Group, told CNBC. “Moreover, this is probably the most expected outcome from the Fed meeting.”\n“Yes, there may be comments by members that the time to start talking about tapering is here, but I think Powell will continue to suggest that inflation is up as expected but is not yet acting any differently than anticipated,” added Paulsen.\nThis year’s pullback in tech stocks has opened some opportunities in high-quality names that are now trading at a discount, according to top-rated technology analyst Toni Sacconaghi of Bernstein.\nThe Wall Street firm found several technology stocks that have inexpensive valuations and are high in quality. Bernstein screened for the cheapest tech names based on their forward price-to-earnings ratio. The firm also assigned each stock with a quality score.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104435623,"gmtCreate":1620402227062,"gmtModify":1704343277385,"author":{"id":"3581545589865088","authorId":"3581545589865088","authorIdStr":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581545589865088"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/104435623","repostId":"1171540841","repostType":4,"repost":{"id":"1171540841","pubTimestamp":1620377234,"share":"https://ttm.financial/m/news/1171540841?lang=&edition=fundamental","pubTime":"2021-05-07 16:47","market":"us","language":"en","title":"Tesla, Nio Significantly Cut From Baillie Gifford Portfolio, Here's What The Firm Bought Instead In Q1","url":"https://stock-news.laohu8.com/highlight/detail?id=1171540841","media":"benzinga","summary":"Investment management firm Baillie Gifford shed significant stake in electric carmakers Tesla Inc and Nio Inc in the first quarter and bought shares in vaccine maker Moderna Inc, regulatory filings reveal.What Happened:Baillie Gifford, a 110-year-old asset management firm and an early investor in Tesla, sold 11.1 million shares, or 1.15% of the Elon Musk-led company’s total shares outstanding, reducing the fund’s holding by 40% in the EV maker from the previous quarter.The Scottish firm has been","content":"<p>Investment management firm Baillie Gifford shed significant stake in electric carmakers <b>Tesla Inc</b> and <b>Nio Inc</b> in the first quarter and bought shares in vaccine maker <b>Moderna Inc</b>, regulatory filings reveal.</p><p><b>What Happened:</b>Baillie Gifford, a 110-year-old asset management firm and an early investor in Tesla, sold 11.1 million shares, or 1.15% of the Elon Musk-led company’s total shares outstanding, reducing the fund’s holding by 40% in the EV maker from the previous quarter.</p><p>The Scottish firm has been lowering its stake in the company for a while and now owns about 1.7% of Tesla's outstanding shares at 16.22 million; in the previous quarter, the firm had sold 7.4 million shares.</p><p>The investment firm first bought 2.3 million Tesla shares in early 2013 when Tesla shares were trading under $8. Tesla shares closed 1.10% lower at $663.54 on Thursday and have fallen 6% so far this year.</p><p>In Nio, the investment firm sold about 15.9 million shares, reducing its holding by 14% but still holds a 7.12% stake in the Chinese electric vehicle company that has justannouncedambitious plans to enter the Norway electric vehicle market, its first overseas foray.</p><p>Nio shares closed 2.73% lower at $36.68 on Thursday.</p><p>The investment firm added position in vaccine maker Moderna — buying about 21 million shares, raising its stake to 11.3% in the Massachusetts-based company.</p><p>Moderna shares closed 1.44% lower at $160.50 on Thursday after the company reported its first quarterly profit helped by covid vaccine sales.</p><p>Some other stocks sold by the firm in Q1 included <b>Amazon.com Inc</b>, <b>Alphabet Inc</b>, and <b>Facebook Inc</b>.</p><p>Baillie Gifford’s Other Q1 buys included <b>Illumina Inc</b>(NASDAQ:ILMN), <b>Shopify Inc</b>(NYSE:SHOP), and <b>Spotify Technology</b>(NYSE:SPOT), <b>Clover Health Investments Corp</b>(NASDAQ:CLOV), <b>Snap Inc.</b>(NYSE:SNAP), and <b>Li Auto Inc.</b>(NYSE:LI).</p>","source":"lsy1606299360108","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>Tesla, Nio Significantly Cut From Baillie Gifford Portfolio, Here's What The Firm Bought Instead In Q1</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Nio Significantly Cut From Baillie Gifford Portfolio, Here's What The Firm Bought Instead In Q1\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 16:47 GMT+8 <a href=https://www.benzinga.com/trading-ideas/long-ideas/21/05/21006676/tesla-nio-significantly-cut-from-baillie-gifford-portfolio-heres-what-the-firm-bought-in><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment management firm Baillie Gifford shed significant stake in electric carmakers Tesla Inc and Nio Inc in the first quarter and bought shares in vaccine maker Moderna Inc, regulatory filings ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/05/21006676/tesla-nio-significantly-cut-from-baillie-gifford-portfolio-heres-what-the-firm-bought-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/05/21006676/tesla-nio-significantly-cut-from-baillie-gifford-portfolio-heres-what-the-firm-bought-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171540841","content_text":"Investment management firm Baillie Gifford shed significant stake in electric carmakers Tesla Inc and Nio Inc in the first quarter and bought shares in vaccine maker Moderna Inc, regulatory filings reveal.What Happened:Baillie Gifford, a 110-year-old asset management firm and an early investor in Tesla, sold 11.1 million shares, or 1.15% of the Elon Musk-led company’s total shares outstanding, reducing the fund’s holding by 40% in the EV maker from the previous quarter.The Scottish firm has been lowering its stake in the company for a while and now owns about 1.7% of Tesla's outstanding shares at 16.22 million; in the previous quarter, the firm had sold 7.4 million shares.The investment firm first bought 2.3 million Tesla shares in early 2013 when Tesla shares were trading under $8. Tesla shares closed 1.10% lower at $663.54 on Thursday and have fallen 6% so far this year.In Nio, the investment firm sold about 15.9 million shares, reducing its holding by 14% but still holds a 7.12% stake in the Chinese electric vehicle company that has justannouncedambitious plans to enter the Norway electric vehicle market, its first overseas foray.Nio shares closed 2.73% lower at $36.68 on Thursday.The investment firm added position in vaccine maker Moderna — buying about 21 million shares, raising its stake to 11.3% in the Massachusetts-based company.Moderna shares closed 1.44% lower at $160.50 on Thursday after the company reported its first quarterly profit helped by covid vaccine sales.Some other stocks sold by the firm in Q1 included Amazon.com Inc, Alphabet Inc, and Facebook Inc.Baillie Gifford’s Other Q1 buys included Illumina Inc(NASDAQ:ILMN), Shopify Inc(NYSE:SHOP), and Spotify Technology(NYSE:SPOT), Clover Health Investments Corp(NASDAQ:CLOV), Snap Inc.(NYSE:SNAP), and Li Auto Inc.(NYSE:LI).","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":104435623,"gmtCreate":1620402227062,"gmtModify":1704343277385,"author":{"id":"3581545589865088","authorId":"3581545589865088","authorIdStr":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581545589865088"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/104435623","repostId":"1171540841","repostType":4,"repost":{"id":"1171540841","pubTimestamp":1620377234,"share":"https://ttm.financial/m/news/1171540841?lang=&edition=fundamental","pubTime":"2021-05-07 16:47","market":"us","language":"en","title":"Tesla, Nio Significantly Cut From Baillie Gifford Portfolio, Here's What The Firm Bought Instead In Q1","url":"https://stock-news.laohu8.com/highlight/detail?id=1171540841","media":"benzinga","summary":"Investment management firm Baillie Gifford shed significant stake in electric carmakers Tesla Inc and Nio Inc in the first quarter and bought shares in vaccine maker Moderna Inc, regulatory filings reveal.What Happened:Baillie Gifford, a 110-year-old asset management firm and an early investor in Tesla, sold 11.1 million shares, or 1.15% of the Elon Musk-led company’s total shares outstanding, reducing the fund’s holding by 40% in the EV maker from the previous quarter.The Scottish firm has been","content":"<p>Investment management firm Baillie Gifford shed significant stake in electric carmakers <b>Tesla Inc</b> and <b>Nio Inc</b> in the first quarter and bought shares in vaccine maker <b>Moderna Inc</b>, regulatory filings reveal.</p><p><b>What Happened:</b>Baillie Gifford, a 110-year-old asset management firm and an early investor in Tesla, sold 11.1 million shares, or 1.15% of the Elon Musk-led company’s total shares outstanding, reducing the fund’s holding by 40% in the EV maker from the previous quarter.</p><p>The Scottish firm has been lowering its stake in the company for a while and now owns about 1.7% of Tesla's outstanding shares at 16.22 million; in the previous quarter, the firm had sold 7.4 million shares.</p><p>The investment firm first bought 2.3 million Tesla shares in early 2013 when Tesla shares were trading under $8. Tesla shares closed 1.10% lower at $663.54 on Thursday and have fallen 6% so far this year.</p><p>In Nio, the investment firm sold about 15.9 million shares, reducing its holding by 14% but still holds a 7.12% stake in the Chinese electric vehicle company that has justannouncedambitious plans to enter the Norway electric vehicle market, its first overseas foray.</p><p>Nio shares closed 2.73% lower at $36.68 on Thursday.</p><p>The investment firm added position in vaccine maker Moderna — buying about 21 million shares, raising its stake to 11.3% in the Massachusetts-based company.</p><p>Moderna shares closed 1.44% lower at $160.50 on Thursday after the company reported its first quarterly profit helped by covid vaccine sales.</p><p>Some other stocks sold by the firm in Q1 included <b>Amazon.com Inc</b>, <b>Alphabet Inc</b>, and <b>Facebook Inc</b>.</p><p>Baillie Gifford’s Other Q1 buys included <b>Illumina Inc</b>(NASDAQ:ILMN), <b>Shopify Inc</b>(NYSE:SHOP), and <b>Spotify Technology</b>(NYSE:SPOT), <b>Clover Health Investments Corp</b>(NASDAQ:CLOV), <b>Snap Inc.</b>(NYSE:SNAP), and <b>Li Auto Inc.</b>(NYSE:LI).</p>","source":"lsy1606299360108","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>Tesla, Nio Significantly Cut From Baillie Gifford Portfolio, Here's What The Firm Bought Instead In Q1</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Nio Significantly Cut From Baillie Gifford Portfolio, Here's What The Firm Bought Instead In Q1\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 16:47 GMT+8 <a href=https://www.benzinga.com/trading-ideas/long-ideas/21/05/21006676/tesla-nio-significantly-cut-from-baillie-gifford-portfolio-heres-what-the-firm-bought-in><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment management firm Baillie Gifford shed significant stake in electric carmakers Tesla Inc and Nio Inc in the first quarter and bought shares in vaccine maker Moderna Inc, regulatory filings ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/05/21006676/tesla-nio-significantly-cut-from-baillie-gifford-portfolio-heres-what-the-firm-bought-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/05/21006676/tesla-nio-significantly-cut-from-baillie-gifford-portfolio-heres-what-the-firm-bought-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171540841","content_text":"Investment management firm Baillie Gifford shed significant stake in electric carmakers Tesla Inc and Nio Inc in the first quarter and bought shares in vaccine maker Moderna Inc, regulatory filings reveal.What Happened:Baillie Gifford, a 110-year-old asset management firm and an early investor in Tesla, sold 11.1 million shares, or 1.15% of the Elon Musk-led company’s total shares outstanding, reducing the fund’s holding by 40% in the EV maker from the previous quarter.The Scottish firm has been lowering its stake in the company for a while and now owns about 1.7% of Tesla's outstanding shares at 16.22 million; in the previous quarter, the firm had sold 7.4 million shares.The investment firm first bought 2.3 million Tesla shares in early 2013 when Tesla shares were trading under $8. Tesla shares closed 1.10% lower at $663.54 on Thursday and have fallen 6% so far this year.In Nio, the investment firm sold about 15.9 million shares, reducing its holding by 14% but still holds a 7.12% stake in the Chinese electric vehicle company that has justannouncedambitious plans to enter the Norway electric vehicle market, its first overseas foray.Nio shares closed 2.73% lower at $36.68 on Thursday.The investment firm added position in vaccine maker Moderna — buying about 21 million shares, raising its stake to 11.3% in the Massachusetts-based company.Moderna shares closed 1.44% lower at $160.50 on Thursday after the company reported its first quarterly profit helped by covid vaccine sales.Some other stocks sold by the firm in Q1 included Amazon.com Inc, Alphabet Inc, and Facebook Inc.Baillie Gifford’s Other Q1 buys included Illumina Inc(NASDAQ:ILMN), Shopify Inc(NYSE:SHOP), and Spotify Technology(NYSE:SPOT), Clover Health Investments Corp(NASDAQ:CLOV), Snap Inc.(NYSE:SNAP), and Li Auto Inc.(NYSE:LI).","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169920758,"gmtCreate":1623813232874,"gmtModify":1703820279578,"author":{"id":"3581545589865088","authorId":"3581545589865088","authorIdStr":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581545589865088"},"themes":[],"htmlText":"wow!","listText":"wow!","text":"wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169920758","repostId":"1150591447","repostType":4,"repost":{"id":"1150591447","pubTimestamp":1623769391,"share":"https://ttm.financial/m/news/1150591447?lang=&edition=fundamental","pubTime":"2021-06-15 23:03","market":"us","language":"en","title":"Here's a complete trader playbook for every outcome from the key Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1150591447","media":"CNBC","summary":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put ","content":"<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Here's a complete trader playbook for every outcome from the key Fed meeting</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's a complete trader playbook for every outcome from the key Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:03 GMT+8 <a href=https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/15/heres-a-complete-trader-playbook-for-every-outcome-from-the-key-fed-meeting.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1150591447","content_text":"The Federal Reserve’s all-important policy meeting this week is going to affect where investors put their money to work going forward.\nThe Federal Open Market Committee,which will conclude its two-day meeting Wednesday, could start preliminary discussions about scaling back the unprecedented bond-buying programs that aided the economy during the pandemic. Some market participants believe it’s still too soon for the central bank to signal such a tapering action, while others think the Fed will be able to find a happy medium that won’t upset the markets.\nEach scenario has different investing implications as they are expected to make big moves across asset classes.\nHere’s a playbook for traders on every scenario from the central bank’s key meeting.\nIf the Fed signals it’s staying with easy policies\nThe Fed could reiterate its transitory stance on inflation, ignoring the pick-up in price pressures reflected in recent economic data. If the central bank says its not time to remove accommodative policies and it’s not concerned about inflation, investors should stick with hedges against rising prices like commodities and stocks with high pricing power, investment banks found.\nBank of America screened S&P 500 companies that its analysts believe have the most pricing power and ability to expand margins at times of rising prices. The stocks include a few chipmakers —Nvidia,Texas InstrumentsandBroadcom— as well as consumer plays likeHome Depot,NikeandPepsiCo.Energy dividend payerExxon Mobilis also on the list.\nUBS also developed a framework for scoring corporate pricing agility, which considers pricing power, margin momentum and input cost exposure. For pricing power, UBS quantified the extent to which a company can raise prices over and above costs. For margin momentum, UBS tracked corporate pricing trends using its proprietary pricing mapping.\nFor input cost exposure, UBS searched for companies with negative sentiment around commodity and transport costs on earnings calls.\n\nBillionaire hedge fund manager Paul Tudor Jones said earlier this week that investors should “go all in on the inflation trades” if the Fed keeps ignoring higher prices.\n“If they treat these numbers — which were material events, they were very material —if they treat them with nonchalance, I think it’s just a green light to bet heavily on every inflation trade,” Tudor Jones said on “Squawk Box”on Monday.\n“If they say, ‘We’re on path, things are good,’ then I would just go all in on the inflation trades. I’d probably buy commodities, buy crypto, buy gold,” added Tudor Jones, who called the stock market crash in 1987.\nThe legendary investor believe cryptocurrencies and other commodities are favorable inflation hedges. Other than buying the commodities outright, investors could also bet on related exchange-traded funds, like gold miner ETFs.\nThe VanEck Vectors Gold Miners ETF (GDX),the biggest gold miner ETF with more than $14 billion in assets under management, has outperformed the populargold ETF GLDso far this year.\nIf the Fed signals it’s time to start removing easy policies\nAnother widely speculated scenario is for the Fed to signal that it’s nearing the time to dial back easy policy saying it will start tapering soon and move up its forecast for a rate increase. Under such a case where the central bank isn’t sufficiently dovish, many expect bond yields to shoot higher.\n“It could easily move longer yields higher,” said Kristina Hooper, Invesco’s chief global market strategist. “A revised dot plot could be one way to do that if it shows the anticipation of earlier or more aggressive rate hikes. And Fed Chair Jay Powell could easily push rates up if he shares that the Fed has started discussing tapering or suggests tapering could start in the next several months.”\nTudor Jones warned that this scenario could lead to another taper tantrum that could cause a correction in stocks.\n“If they course correct, if they say, ‘We’ve got incoming data, we’ve accomplished our mission or we’re on the way very rapidly to accomplishing our mission on employment,’ then you’re going to get a taper tantrum,”Tudor Jones said on Monday. “You’re going to get a sell-off in fixed income. You’re going to get a correction in stocks.”\nCNBC Pro combed through the returns of all S&P 500 stocks during the last five significant spikes in the 10-year Treasury yield. These five periods of a sharp move in rates occurred between 2003 and 2006, 2008 and 2009, 2012 and 2013, 2016 and 2018, and 2020 through now.\nAfter we found the stocks that beat the market every time, we looked for the names that are well-loved by analysts on Wall Street today. The stocks’ average gains during those rising interest rate periods are listed below, along with the percentage of analysts with buy ratings right now.\n\nBank of America’s head of U.S. equity and quantitative strategy Savita Subramanian is advising clients to buy high-quality stocks when tapering nears. High-quality stocks have a “B+” or better S&P quality rating.\nSubramanian said during the 2013 taper tantrum, high-quality names outperformed their low-quality counterparts by 1.3 percentage points from peak to trough in May and June.\nA hint at removing stimulus could also hurt stocks that are most sensitive to the economic recovery, including cyclicals like financials, energy and materials.\n“More hawkish = lower growth. Cyclicals should underperform,” Dennis DeBusschere, macro research analyst at Evercore ISI, said in a note. “The fact that hawkish concerns are being brought up at the same time people believe the reflation trade is in trouble and you have a poor Cyclical backdrop.”\nSo far in 2021, the energy sector has been the biggest winner among the 11 S&P 500 groupings, up 46%. Financials and real estate both gained more than 20% this year.\nIf the Fed makes both camps happy\nA third scenario could occur in which the Fed signals that it is concerned about inflation, but the central bank is not yet ready to taper.\nIf Fed chair Jerome Powell admits the discussion of tapering but nothing has been decided, then the market will likely see a modest rally, led by tech stocks, according to Tom Essaye, founder of the Sevens Report.\n“This is essentially the outcome that Powell and the Fed have been telegraphing for the past several weeks,” Essaye said. “This would be a continuation of the past two weeks’ Goldilocks market outlook. This outcome would help the S&P 500 extend last week’s breakout.”\nInvestors have been rotating back to tech as of late with bond yields coming down. The tech-heavyNasdaq Compositehas rallied about 2.5% this month, hitting a record close on Monday, its first all-time high since April 26. In comparison, the S&P 500 has risen just under 1% in June.\n“This is what the Fed has been doing for the last several months — warning that an inflation surge was coming but that it is transitory so no need to taper,” Jim Paulsen, chief investment strategist at the Leuthold Group, told CNBC. “Moreover, this is probably the most expected outcome from the Fed meeting.”\n“Yes, there may be comments by members that the time to start talking about tapering is here, but I think Powell will continue to suggest that inflation is up as expected but is not yet acting any differently than anticipated,” added Paulsen.\nThis year’s pullback in tech stocks has opened some opportunities in high-quality names that are now trading at a discount, according to top-rated technology analyst Toni Sacconaghi of Bernstein.\nThe Wall Street firm found several technology stocks that have inexpensive valuations and are high in quality. Bernstein screened for the cheapest tech names based on their forward price-to-earnings ratio. The firm also assigned each stock with a quality score.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860941891,"gmtCreate":1632127209513,"gmtModify":1676530706134,"author":{"id":"3581545589865088","authorId":"3581545589865088","authorIdStr":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581545589865088"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860941891","repostId":"884792700","repostType":1,"repost":{"id":884792700,"gmtCreate":1631931700696,"gmtModify":1676530672459,"author":{"id":"3502767768442965","authorId":"3502767768442965","authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965"},"themes":[],"title":"【故事會】房住不炒喊幾年了，你們這些地產商聽了麼？","htmlText":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 恆大的事這幾天刷屏了，各種各樣的視頻和圖片在大小微信羣裏瘋狂流傳。 很多人讓我談一下恆大的事。 其實恆大的事沒什麼好談的，事就那個事，你們看完羣裏的視頻和圖自己就清楚了。 大家其實想知道的，是政府會不會救恆大，以及普通人應該怎麼辦。 先說結論，我不認爲政府會去救恆大，我也反對政府救恆大。 如果救了恆大，那持續幾年的房地產調控就白費了，所有努力付諸東流。 政府不會去故意打壓恆大，但是絕對沒有救恆大的義務。 這一劫，恆大渡過去，算他的本事，渡不過去，也和別人沒關係。 冰凍三尺非一日之寒，恆大會暴雷和國家對地產行業的嚴厲調控有密切關係。 但問題來了，國家是剛開始調控房地產麼？ 房住不炒不是上個月剛提出來的吧，這口號中央都喊幾年了，你們這些地產商聽了麼？ 恆大暴雷和自身激進拿地的政策有直接因果關係，但其他地產商又能好哪去。 2021年9月，恆大現金徹底耗盡，再也無力兌付。 但2021年6~7月，關於恆大商票延期，資金鍊出現極大困難的消息就已經全網皆知了。 是地產寒冬導致的麼？ 整個2021年上半年，如果你打開地產新聞，看到的會是各種地王，各路房地產商瘋狂的買地，喊出一個個令人目瞪口呆的天價，土拍價格不斷的再創新高。 爲了遏制土地價格飆升，今年中央推出了土地集中拍賣制度，希望通過壓制地產商資金流動率的方式來遏制地價。 結果，地價連創新高，地產商舉牌的熱情高漲的讓負責拍賣的官員都害怕。 “史詩級別的土拍”，屢次成爲新聞的標題，一次又一次。 每一次集中式土拍，都是一次地價再創新高的過程，政府多番更改了拍賣規則都無法改變這一結局。 2021年4月28日，揚州市首次集中土拍，拍出了1.42萬/平的價格，地價比周邊的房價還貴，市場紛紛預測揚州市的房價肯定要到2.5萬","listText":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 恆大的事這幾天刷屏了，各種各樣的視頻和圖片在大小微信羣裏瘋狂流傳。 很多人讓我談一下恆大的事。 其實恆大的事沒什麼好談的，事就那個事，你們看完羣裏的視頻和圖自己就清楚了。 大家其實想知道的，是政府會不會救恆大，以及普通人應該怎麼辦。 先說結論，我不認爲政府會去救恆大，我也反對政府救恆大。 如果救了恆大，那持續幾年的房地產調控就白費了，所有努力付諸東流。 政府不會去故意打壓恆大，但是絕對沒有救恆大的義務。 這一劫，恆大渡過去，算他的本事，渡不過去，也和別人沒關係。 冰凍三尺非一日之寒，恆大會暴雷和國家對地產行業的嚴厲調控有密切關係。 但問題來了，國家是剛開始調控房地產麼？ 房住不炒不是上個月剛提出來的吧，這口號中央都喊幾年了，你們這些地產商聽了麼？ 恆大暴雷和自身激進拿地的政策有直接因果關係，但其他地產商又能好哪去。 2021年9月，恆大現金徹底耗盡，再也無力兌付。 但2021年6~7月，關於恆大商票延期，資金鍊出現極大困難的消息就已經全網皆知了。 是地產寒冬導致的麼？ 整個2021年上半年，如果你打開地產新聞，看到的會是各種地王，各路房地產商瘋狂的買地，喊出一個個令人目瞪口呆的天價，土拍價格不斷的再創新高。 爲了遏制土地價格飆升，今年中央推出了土地集中拍賣制度，希望通過壓制地產商資金流動率的方式來遏制地價。 結果，地價連創新高，地產商舉牌的熱情高漲的讓負責拍賣的官員都害怕。 “史詩級別的土拍”，屢次成爲新聞的標題，一次又一次。 每一次集中式土拍，都是一次地價再創新高的過程，政府多番更改了拍賣規則都無法改變這一結局。 2021年4月28日，揚州市首次集中土拍，拍出了1.42萬/平的價格，地價比周邊的房價還貴，市場紛紛預測揚州市的房價肯定要到2.5萬","text":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 恆大的事這幾天刷屏了，各種各樣的視頻和圖片在大小微信羣裏瘋狂流傳。 很多人讓我談一下恆大的事。 其實恆大的事沒什麼好談的，事就那個事，你們看完羣裏的視頻和圖自己就清楚了。 大家其實想知道的，是政府會不會救恆大，以及普通人應該怎麼辦。 先說結論，我不認爲政府會去救恆大，我也反對政府救恆大。 如果救了恆大，那持續幾年的房地產調控就白費了，所有努力付諸東流。 政府不會去故意打壓恆大，但是絕對沒有救恆大的義務。 這一劫，恆大渡過去，算他的本事，渡不過去，也和別人沒關係。 冰凍三尺非一日之寒，恆大會暴雷和國家對地產行業的嚴厲調控有密切關係。 但問題來了，國家是剛開始調控房地產麼？ 房住不炒不是上個月剛提出來的吧，這口號中央都喊幾年了，你們這些地產商聽了麼？ 恆大暴雷和自身激進拿地的政策有直接因果關係，但其他地產商又能好哪去。 2021年9月，恆大現金徹底耗盡，再也無力兌付。 但2021年6~7月，關於恆大商票延期，資金鍊出現極大困難的消息就已經全網皆知了。 是地產寒冬導致的麼？ 整個2021年上半年，如果你打開地產新聞，看到的會是各種地王，各路房地產商瘋狂的買地，喊出一個個令人目瞪口呆的天價，土拍價格不斷的再創新高。 爲了遏制土地價格飆升，今年中央推出了土地集中拍賣制度，希望通過壓制地產商資金流動率的方式來遏制地價。 結果，地價連創新高，地產商舉牌的熱情高漲的讓負責拍賣的官員都害怕。 “史詩級別的土拍”，屢次成爲新聞的標題，一次又一次。 每一次集中式土拍，都是一次地價再創新高的過程，政府多番更改了拍賣規則都無法改變這一結局。 2021年4月28日，揚州市首次集中土拍，拍出了1.42萬/平的價格，地價比周邊的房價還貴，市場紛紛預測揚州市的房價肯定要到2.5萬","images":[{"img":"https://static.tigerbbs.com/64dacfef89e56e6c1d2dc40c92ae2d5d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/d84dfb45c09b9b6559aab300e64531b3","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2ee17481add7f0cc35cbdc64d8e4bddc","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884792700","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
