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2025-07-17

$英伟达(NVDA)$

2024-09-23

$Palantir Technologies Inc.(PLTR)$

2022-04-04

$云米科技(VIOT)$😭

2022-04-04

OK

Jumia shares surged over 13% after announcing a partnership with UPS.

2022-03-29

$Sea Ltd(SE)$jiayouuu

2022-03-28

OK

One infographic to understand | Hong Kong stock buybacks and dividend payouts kick off

2022-03-23

4450-4550

@MillionaireTiger:(23 Mar) Predict the close of S&P 500 to win coins!

2022-02-21

OK

Sister Wood continued to buy shares in plummeting stocks, but sold shares in big data company Palantir.

2022-02-07

Roarsome Year! Buy $英伟达(NVDA)$

@Daily_Discussion:🔥[Feb 2nd]Share your trades today with others >>

2022-01-20

Jiayouuuuuu

Pre-market: Chinese concept stocks generally rose, with Alibaba up over 6%.

2022-01-19

Buy $Coinbase Global, Inc.(COIN)$

@Daily_Discussion:🚀[Jan 19th]Share your trades today with others >>

2022-01-18

Buy$Coinbase Global, Inc.(COIN)$

@Daily_Discussion:🚀[Jan 18th]Share your trades today with others >>

2022-01-04

Nice

TSMC rose more than 4% in early trading, with a cumulative increase of over 10% over the past two trading days.

2021-09-21

$Palantir Technologies Inc.(PLTR)$ nice nice

2021-09-20

$PLTR 20230120 15.0 CALL(PLTR)$happy

2021-09-02

$New Oriental Education & Technology(EDU)$good undervalue stocks

@Buy_Sell:?【9月2日】漲瘋，中概再現集體大反彈！今天買什麼？

2021-08-23

$8VIC(8VI.AU)$I want to buy

@Buy_Sell:?【8月23日】看本週關鍵事件，聊今日交易計劃

2021-08-18

$8VIC(8VI.AU)$ waiting for the right time

2021-08-16

Buy $New Oriental Education & Technology(EDU)$

@Buy_Sell:?【8月16日】看本週關鍵事件，聊今日交易計劃

2021-08-16

$TENCENT(00700)$ gimme ten cents

Go to Tiger App to see more news

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Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/04f61ac73478ace47bfd60dde963b2ff","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352567198527736","isVote":1,"tweetType":1,"viewCount":4983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018708516,"gmtCreate":1649084927173,"gmtModify":1676534447821,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VIOT\">$云米科技(VIOT)$</a>😭","listText":"<a 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class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-04 21:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 4, African e-commerce platforms<a href=\"https://laohu8.com/S/JMIA\">Jumia</a>It rose more than 13%, and today it announced...<a href=\"https://laohu8.com/S/UPS\">combined package</a>Establish partnerships.</p><p><img src=\"https://static.tigerbbs.com/1060b52b4193b9f087bee6f292bcd880\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4550":"红杉资本持仓","BK4131":"航空货运与物流","BK4534":"瑞士信贷持仓","UPS":"联合包裹","JMIA":"Jumia Technologies 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Ltd(SE)$jiayouuu","images":[{"img":"https://community-static.tradeup.com/news/c4dac8f9c1971eb83eb18b2d8bd330b7","width":"1080","height":"3111"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019178889","isVote":1,"tweetType":1,"viewCount":5216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9010729318,"gmtCreate":1648475251419,"gmtModify":1676534342328,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010729318","repostId":"1103466617","repostType":4,"repost":{"id":"1103466617","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":1648468569,"share":"https://ttm.financial/m/news/1103466617?lang=en_US&edition=fundamental","pubTime":"2022-03-28 19:56","market":"us","language":"zh","title":"One infographic to understand | Hong Kong stock buybacks and dividend payouts kick off","url":"https://stock-news.laohu8.com/highlight/detail?id=1103466617","media":"老虎资讯综合","summary":"腾讯今年共回购12次，合计25亿港元。","content":"<p><html><head></head><body>Since the beginning of this year, a wave of share buybacks and dividend payouts has begun in Hong Kong stocks. Entering the end of March,<a href=\"https://laohu8.com/S/09988\">Alibaba</a>Xiaomi has raised the total repurchase amount to US$25 billion and announced that it will repurchase no more than HK$10 billion worth of company shares.<a href=\"https://laohu8.com/S/00700\">Tencent</a>A total of 12 share repurchases were made this year, totaling HK$2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/8b0f37d7dbd81d977ddc1f9cbb1cf77b\" tg-width=\"1118\" tg-height=\"2400\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>One infographic to understand | Hong Kong stock buybacks and dividend payouts kick off</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\">\nOne infographic to understand | Hong Kong stock buybacks and dividend payouts kick off\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-03-28 19:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of this year, a wave of share buybacks and dividend payouts has begun in Hong Kong stocks. Entering the end of March,<a href=\"https://laohu8.com/S/09988\">Alibaba</a>Xiaomi has raised the total repurchase amount to US$25 billion and announced that it will repurchase no more than HK$10 billion worth of company shares.<a href=\"https://laohu8.com/S/00700\">Tencent</a>A total of 12 share repurchases were made this year, totaling HK$2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/8b0f37d7dbd81d977ddc1f9cbb1cf77b\" tg-width=\"1118\" tg-height=\"2400\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103466617","content_text":"今年以来，港股回购、分红派息潮拉开序幕。进入3月底，阿里巴巴将回购总额上调至250亿美元，小米宣布不超过100亿港元回购公司股份，腾讯今年共回购12次，合计25亿港元。","news_type":1,"symbols_score_info":{"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":4467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037183924,"gmtCreate":1648049376368,"gmtModify":1676534297580,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"4450-4550","listText":"4450-4550","text":"4450-4550","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037183924","repostId":"9037333408","repostType":1,"repost":{"id":9037333408,"gmtCreate":1648024206508,"gmtModify":1676534294155,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"(23 Mar) Predict the close of S&P 500 to win coins!","htmlText":"Hey,&nbsp;Tigers!&nbsp; Wanna&nbsp;redeem&nbsp;more&nbsp;gifts&nbsp;but&nbsp;your&nbsp;Tiger&nbsp;coins&nbsp;are&nbsp;not&nbsp;enough? <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;dea829f7bfae434187d79ed1efa80664&quot;}\" target=\"_blank\">Come&nbsp;join&nbsp;this&nbsp;game&nbsp;to&nbsp;win&nbsp;MILLIONS&nbsp;OF&nbsp;Tiger&nbsp;coins!&nbsp;</a> (NOTE:&nbsp;Comments&nbsp;published&nbsp;under&nbsp;this&nbsp;article&nbsp;WILL&nbsp;NOT&nbsp;be&nbsp;counted!) [How&nbsp;to&nbsp;Participate?]&nbsp; 1.&nbsp;Make a post to predict the closing price of the S&amp;P 500 today (eg. 4505-4525 on 23 Mar)&nbsp; 2.&nbsp;You may predict as many times as you'd like until 3 p.m. ET.&nbsp;(one hour before the&nbsp;market closes),&nbsp;but","listText":"Hey,&nbsp;Tigers!&nbsp; Wanna&nbsp;redeem&nbsp;more&nbsp;gifts&nbsp;but&nbsp;your&nbsp;Tiger&nbsp;coins&nbsp;are&nbsp;not&nbsp;enough? <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;dea829f7bfae434187d79ed1efa80664&quot;}\" target=\"_blank\">Come&nbsp;join&nbsp;this&nbsp;game&nbsp;to&nbsp;win&nbsp;MILLIONS&nbsp;OF&nbsp;Tiger&nbsp;coins!&nbsp;</a> (NOTE:&nbsp;Comments&nbsp;published&nbsp;under&nbsp;this&nbsp;article&nbsp;WILL&nbsp;NOT&nbsp;be&nbsp;counted!) [How&nbsp;to&nbsp;Participate?]&nbsp; 1.&nbsp;Make a post to predict the closing price of the S&amp;P 500 today (eg. 4505-4525 on 23 Mar)&nbsp; 2.&nbsp;You may predict as many times as you'd like until 3 p.m. ET.&nbsp;(one hour before the&nbsp;market closes),&nbsp;but","text":"Hey, Tigers! Wanna redeem more gifts but your Tiger coins are not enough? Come join this game to win MILLIONS OF Tiger coins! (NOTE: Comments published under this article WILL NOT be counted!) [How to Participate?] 1. Make a post to predict the closing price of the S&P 500 today (eg. 4505-4525 on 23 Mar) 2. You may predict as many times as you'd like until 3 p.m. ET. (one hour before the market closes), but","images":[{"img":"https://community-static.tradeup.com/news/a99dd2243a3585e78cee9b3fb055a33d","width":"777","height":"505"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037333408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097624345,"gmtCreate":1645449687108,"gmtModify":1676534028839,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097624345","repostId":"2213606299","repostType":2,"repost":{"id":"2213606299","kind":"highlight","pubTimestamp":1645438442,"share":"https://ttm.financial/m/news/2213606299?lang=en_US&edition=fundamental","pubTime":"2022-02-21 18:14","market":"us","language":"zh","title":"Sister Wood continued to buy shares in plummeting stocks, but sold shares in big data company Palantir.","url":"https://stock-news.laohu8.com/highlight/detail?id=2213606299","media":"英为财情","summary":"上周五，明星投资人、“木头姐”Cathie Wood继续“接飞刀”。过去几周，她依然坚持认为，科技成长股近期的暴跌创造了逢低买入机会，因此方舟基金仍持续买入这些暴跌的股票。数据显示，上周五，木头姐旗下","content":"<p><div>Last Friday, star investor and \"Sister Wood\" Cathie Wood continued to \"take the knife\". In recent weeks, she has maintained that the recent plunge in tech growth stocks has created buying opportunities on dips, so Ark Fund continues to buy these plummeting stocks. Data shows that last Friday, Mu Tou Jie's fund bought stocks whose share prices had recently plummeted, such as streaming platform Roku Inc., video conferencing platform Zoom, Southeast Asia's mini-Tencent Sea Ltd, and \"China's first stock\" Roblox Corp. Specifically, based on last Friday's closing price, Sister Wood...</p><p><a href=\"https://cn.investing.com/news/stock-market-news/article-2083411\">Web page link</a></div></p>","source":"investing_news","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>Sister Wood continued to buy shares in plummeting stocks, but sold shares in big data company Palantir.</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\">\nSister Wood continued to buy shares in plummeting stocks, but sold shares in big data company Palantir.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2022-02-21 18:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Last Friday, star investor and \"Sister Wood\" Cathie Wood continued to \"take the knife\". In recent weeks, she has maintained that the recent plunge in tech growth stocks has created buying opportunities on dips, so Ark Fund continues to buy these plummeting stocks. Data shows that last Friday, Mu Tou Jie's fund bought stocks whose share prices had recently plummeted, such as streaming platform Roku Inc., video conferencing platform Zoom, Southeast Asia's mini-Tencent Sea Ltd, and \"China's first stock\" Roblox Corp. Specifically, based on last Friday's closing price, Sister Wood...</p><p><a href=\"https://cn.investing.com/news/stock-market-news/article-2083411\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/stock-market-news/article-2083411\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/77a5eda2183737646d3f3a029a109e52","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://cn.investing.com/news/stock-market-news/article-2083411","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213606299","content_text":"上周五，明星投资人、“木头姐”Cathie Wood继续“接飞刀”。过去几周，她依然坚持认为，科技成长股近期的暴跌创造了逢低买入机会，因此方舟基金仍持续买入这些暴跌的股票。数据显示，上周五，木头姐旗下基金买入了流媒体平台Roku Inc、视频会议平台Zoom视频通讯、东南亚小腾讯Sea Ltd、“元宇宙第一股”  Roblox Corp 等近期股价暴跌的股票。具体来看，按照上周五收盘价计算，木头姐旗下基金买入了价值7810万美元Roku股票、1050万美元Zoom股票、520万美元Sea股票以及320万美元Roblox股票。不过，木头姐在上周五大举抛售了大数据公司Palantir的股票，卖出了1350万股Palantir Technologies Inc股票，按收盘价计算价值约1.49亿美元。上周，Roku、Zoom、Sea、Roblox跌幅分别为31.40%、10.11%、19.33%、25.58%。上周五，木头姐旗舰基金ARK Innovation ETF 下跌4.96%，报64.80美元，年初至今跌幅扩大至33.19%。","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":5577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098452417,"gmtCreate":1644211264539,"gmtModify":1676533900212,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Roarsome Year! Buy <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>","listText":"Roarsome Year! Buy <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>","text":"Roarsome Year! Buy $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098452417","repostId":"9091975064","repostType":1,"repost":{"id":9091975064,"gmtCreate":1643768877028,"gmtModify":1676533853956,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🔥[Feb 2nd]Share your trades today with others >>","htmlText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Tuesday Nasdaq futures rose in overnight trading on Tuesday, after the technology-focused average gained for the third day in the regular session. Dow futures fell 40 points. S&amp;P 500 futures gained 0.25% and Nasdaq 100 futures rose 0.75%. Afternoon Recap Google-parent Alphabet rose more than 7% in extended trading after the company beat on the to","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Tuesday Nasdaq futures rose in overnight trading on Tuesday, after the technology-focused average gained for the third day in the regular session. Dow futures fell 40 points. S&amp;P 500 futures gained 0.25% and Nasdaq 100 futures rose 0.75%. Afternoon Recap Google-parent Alphabet rose more than 7% in extended trading after the company beat on the to","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins as reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus Tuesday Nasdaq futures rose in overnight trading on Tuesday, after the technology-focused average gained for the third day in the regular session. Dow futures fell 40 points. S&P 500 futures gained 0.25% and Nasdaq 100 futures rose 0.75%. Afternoon Recap Google-parent Alphabet rose more than 7% in extended trading after the company beat on the to","images":[{"img":"https://static.tigerbbs.com/8c27bdf09ade5f816da437d45990ca93","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091975064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004736240,"gmtCreate":1642689047915,"gmtModify":1676533735639,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Jiayouuuuuu&nbsp;","listText":"Jiayouuuuuu&nbsp;","text":"Jiayouuuuuu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004736240","repostId":"1146563894","repostType":4,"repost":{"id":"1146563894","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":1642682228,"share":"https://ttm.financial/m/news/1146563894?lang=en_US&edition=fundamental","pubTime":"2022-01-20 20:37","market":"us","language":"zh","title":"Pre-market: Chinese concept stocks generally rose, with Alibaba up over 6%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1146563894","media":"老虎资讯综合","summary":"美股三大指数期货集体上涨，纳指期货涨幅居前。","content":"<p><html><head></head><body>On Thursday, January 20, futures for the three major U.S. stock indexes rose collectively, with Nasdaq futures leading the gains. The rally in US Treasury yields has temporarily come to an end, hovering around 1.850% for the past two days as investors await the outcome of next week's Federal Reserve meeting. The United States will release initial jobless claims, the Philadelphia Fed manufacturing index, and existing home sales data today.</p><p><img src=\"https://static.tigerbbs.com/4e13ccbcd2c4304e89fe13adc85868c0\" tg-width=\"653\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>Chinese concept stocks rose, and China Concept Internet ETFs<a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a>It rose 5.92%.</p><p>Popular Chinese concept stocks generally rose.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose more than 5%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up 6%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>It rose more than 4%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 3%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>Up 2.7%<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 2.6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It rose 2.31%.</p><p><b>Pre-market trends of important US stocks</b></p><p><a href=\"https://laohu8.com/S/VALN\">Valneva</a>The stock plummeted 20%, but rose over 45% yesterday after the company announced yesterday that its COVID-19 vaccine candidate can neutralize the Omeprone and Delta variants.</p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>Ford Motor Company announced a recall of approximately 200,000 vehicles in the United States due to brake light issues, after the stock fell more than 2%.</p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a>It rose more than 2%, with profits in the fourth quarter of last year exceeding market expectations and revenue hitting a new high since the fourth quarter of 2018.</p><p><a href=\"https://laohu8.com/S/UAL\">United Continental</a>The company fell 1.46% after reporting a loss in the fourth quarter, but Omicron dampened short-term demand and delayed the increase in flights, with capacity expected to be lower in 2022 than in 2019.</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>Down 1.77%, analyst Piper Sandler downgraded AMD's rating from \"overweight\" to \"neutral\" and lowered its price target by $10 to $130. The analyst said that global PC shipments fell by 5% last year and are expected to continue to decline as the work-from-home trend subsides.</p><p>New energy vehicle stocks rose collectively in pre-market trading.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 1.5%<a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a>Nikola Corp rose 2%.</p><p><b>Commodity trends</b></p><p>International oil prices have fallen from their highs. Short-term oil supply obstacles are being resolved and inventory data is poor, but the supply-side crisis continues to support oil prices.</p><p>As of press time, WTI crude oil futures were trading at $85.24 per barrel, down 0.65%. Brent crude oil futures were trading at $87.81 a barrel, down 0.71%.</p><p><img src=\"https://static.tigerbbs.com/1f23799dfa7e275f79f523bb1977578e\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>The rise in international gold prices has paused. Traders are awaiting clues about the pace of rate hike at the Federal Reserve's policy meeting next week.</p><p>As of press time, gold futures in the New York market were trading at $1,839.45 per ounce, down 0.20%.</p><p><img src=\"https://static.tigerbbs.com/3c230710cb3b9268dad8122411458416\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market: Chinese concept stocks generally rose, with Alibaba up over 6%.</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\">\nPre-market: Chinese concept stocks generally rose, with Alibaba up over 6%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-20 20:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Thursday, January 20, futures for the three major U.S. stock indexes rose collectively, with Nasdaq futures leading the gains. The rally in US Treasury yields has temporarily come to an end, hovering around 1.850% for the past two days as investors await the outcome of next week's Federal Reserve meeting. The United States will release initial jobless claims, the Philadelphia Fed manufacturing index, and existing home sales data today.</p><p><img src=\"https://static.tigerbbs.com/4e13ccbcd2c4304e89fe13adc85868c0\" tg-width=\"653\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>Chinese concept stocks rose, and China Concept Internet ETFs<a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a>It rose 5.92%.</p><p>Popular Chinese concept stocks generally rose.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose more than 5%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up 6%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>It rose more than 4%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 3%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>Up 2.7%<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 2.6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It rose 2.31%.</p><p><b>Pre-market trends of important US stocks</b></p><p><a href=\"https://laohu8.com/S/VALN\">Valneva</a>The stock plummeted 20%, but rose over 45% yesterday after the company announced yesterday that its COVID-19 vaccine candidate can neutralize the Omeprone and Delta variants.</p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>Ford Motor Company announced a recall of approximately 200,000 vehicles in the United States due to brake light issues, after the stock fell more than 2%.</p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a>It rose more than 2%, with profits in the fourth quarter of last year exceeding market expectations and revenue hitting a new high since the fourth quarter of 2018.</p><p><a href=\"https://laohu8.com/S/UAL\">United Continental</a>The company fell 1.46% after reporting a loss in the fourth quarter, but Omicron dampened short-term demand and delayed the increase in flights, with capacity expected to be lower in 2022 than in 2019.</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>Down 1.77%, analyst Piper Sandler downgraded AMD's rating from \"overweight\" to \"neutral\" and lowered its price target by $10 to $130. The analyst said that global PC shipments fell by 5% last year and are expected to continue to decline as the work-from-home trend subsides.</p><p>New energy vehicle stocks rose collectively in pre-market trading.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 1.5%<a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a>Nikola Corp rose 2%.</p><p><b>Commodity trends</b></p><p>International oil prices have fallen from their highs. Short-term oil supply obstacles are being resolved and inventory data is poor, but the supply-side crisis continues to support oil prices.</p><p>As of press time, WTI crude oil futures were trading at $85.24 per barrel, down 0.65%. Brent crude oil futures were trading at $87.81 a barrel, down 0.71%.</p><p><img src=\"https://static.tigerbbs.com/1f23799dfa7e275f79f523bb1977578e\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>The rise in international gold prices has paused. Traders are awaiting clues about the pace of rate hike at the Federal Reserve's policy meeting next week.</p><p>As of press time, gold futures in the New York market were trading at $1,839.45 per ounce, down 0.20%.</p><p><img src=\"https://static.tigerbbs.com/3c230710cb3b9268dad8122411458416\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146563894","content_text":"1月20日（周四），美股三大指数期货集体上涨，纳指期货涨幅居前。美债收益率涨势暂告段落，这两天在1.850%附近徘徊，投资者等待下周美联储会议结果。日内，美国将公布初请失业金人数、费城联储制造业指数和成屋销售数据。中概股盘前走势中概股上涨，中概互联ETF基金KraneShares CSI China Internet ETF涨5.92%。热门中概股普涨，拼多多、哔哩哔哩涨超5%，京东、阿里巴巴、知乎涨6%，百度、腾讯音乐、爱奇艺涨超4%，唯品会涨超3%。小鹏汽车涨2.7%，理想汽车涨2.6%，蔚来涨2.31%。重要美股盘前走势Valneva大跌20%，昨日涨幅超45%，公司昨日宣布其候选新冠疫苗能中和奥密克戎和德尔塔变异病毒。福特汽车跌超2%，福特汽车宣布因刹车灯问题在美国召回约20万辆汽车。美国铝业涨超2%，去年第四季度盈利超市场预期，营收创2018年第四季度以来新高。联合大陆航空跌1.46%，公司第四季度录得亏损，但Omicron打击短期需求并推迟增加航班，预计2022年运力将低于2019年。AMD跌1.77%，分析师Piper Sandler把AMD评级从「增持」下调至「中性」，目标价下调10美元至130美元。此分析师表示，全球PC出货量在去年下降了5%，并预计还会继续下降，因在家办公潮退去。新能源汽车股盘前集体走高，特斯拉涨1.5%，Lucid Group Inc、Nikola Corp涨2%。大宗商品走势国际油价从高点回落。石油短期供应阻碍解决且库存数据不佳，但供应端危机仍支撑油价。截至发稿，WTI原油期货价格报85.24美元/桶，跌幅0.65%；布伦特原油期货价格报87.81美元/桶，跌幅0.71%。国际金价涨势暂停。交易商在等待美联储下周政策会议提供有关加息步伐的线索。截至发稿，纽约市场黄金期货价格报1839.45美元/盎司，跌幅0.20%。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004698204,"gmtCreate":1642569614908,"gmtModify":1676533724157,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Buy <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","listText":"Buy <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","text":"Buy $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004698204","repostId":"9004879272","repostType":1,"repost":{"id":9004879272,"gmtCreate":1642562521988,"gmtModify":1676533723523,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀[Jan 19th]Share your trades today with others >>","htmlText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Tiger Community TOP10 Tickers  ⭐For The Daily Most Active Stocks in S&amp;P 500, please turn to<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000439\">@TigerObserver</a> ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000419\">@WallStreet_Tiger</a> Daily Focus&nbsp;Wednesday Afternoon Recap U","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Tiger Community TOP10 Tickers  ⭐For The Daily Most Active Stocks in S&amp;P 500, please turn to<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000439\">@TigerObserver</a> ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000419\">@WallStreet_Tiger</a> Daily Focus&nbsp;Wednesday Afternoon Recap U","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Tiger Community TOP10 Tickers ⭐For The Daily Most Active Stocks in S&P 500, please turn to@TigerObserver ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to@WallStreet_Tiger Daily Focus Wednesday Afternoon Recap U","images":[{"img":"https://static.tigerbbs.com/6231debd384f91ca7f81719b16ba9806","width":"1280","height":"720"},{"img":"https://static.tigerbbs.com/0c799341bbb7330db80b7ffe02463360","width":"758","height":"1676"},{"img":"https://static.tigerbbs.com/4d88973302eced66c7cfae721c56bebb","width":"429","height":"170"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004879272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004389904,"gmtCreate":1642508093608,"gmtModify":1676533716633,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Buy<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","listText":"Buy<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","text":"Buy$Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004389904","repostId":"9004960846","repostType":1,"repost":{"id":9004960846,"gmtCreate":1642476000632,"gmtModify":1676533714178,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀[Jan 18th]Share your trades today with others >>","htmlText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Tuesday Afternoon Recap(Friday) U.S. equity markets finished the day mixed, with the S&amp;P 500 +0.08%, the Dow -0.56%, the Nasdaq +0.59%, and the Russell 2000 +0.14%. Within the S&amp;P 500, seven of the 11 sectors finished lower.The leading sectors were Energy +2.45%, Technology +0.89%, and Communication Services +0.53%.The laggards were Real Estate -1.","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Tuesday Afternoon Recap(Friday) U.S. equity markets finished the day mixed, with the S&amp;P 500 +0.08%, the Dow -0.56%, the Nasdaq +0.59%, and the Russell 2000 +0.14%. Within the S&amp;P 500, seven of the 11 sectors finished lower.The leading sectors were Energy +2.45%, Technology +0.89%, and Communication Services +0.53%.The laggards were Real Estate -1.","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus Tuesday Afternoon Recap(Friday) U.S. equity markets finished the day mixed, with the S&P 500 +0.08%, the Dow -0.56%, the Nasdaq +0.59%, and the Russell 2000 +0.14%. Within the S&P 500, seven of the 11 sectors finished lower.The leading sectors were Energy +2.45%, Technology +0.89%, and Communication Services +0.53%.The laggards were Real Estate -1.","images":[{"img":"https://static.tigerbbs.com/7c20c3c86272e204449ebf120b8aa350","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004960846","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001703254,"gmtCreate":1641310535306,"gmtModify":1676533596439,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001703254","repostId":"1198290583","repostType":4,"repost":{"id":"1198290583","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":1641307638,"share":"https://ttm.financial/m/news/1198290583?lang=en_US&edition=fundamental","pubTime":"2022-01-04 22:47","market":"us","language":"zh","title":"TSMC rose more than 4% in early trading, with a cumulative increase of over 10% over the past two trading days.","url":"https://stock-news.laohu8.com/highlight/detail?id=1198290583","media":"老虎资讯综合","summary":"1月4日，台积电盘初一度涨逾4%，近2个交易日累计上涨超10%。","content":"<p><html><head></head><body>January 4th,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It rose more than 4% at one point in early trading, and has risen by more than 10% in the past two trading days.</p><p><img src=\"https://static.tigerbbs.com/db0a9239424bc8769fac3bdff1a18050\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC rose more than 4% in early trading, with a cumulative increase of over 10% over the past two trading days.</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{ 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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: 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 rose more than 4% in early trading, with a cumulative increase of over 10% over the past two trading days.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-04 22:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>January 4th,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It rose more than 4% at one point in early trading, and has risen by more than 10% in the past two trading days.</p><p><img src=\"https://static.tigerbbs.com/db0a9239424bc8769fac3bdff1a18050\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"BK4527":"明星科技股","BK4550":"红杉资本持仓","03145":"华夏亚洲高息股","BK4503":"景林资产持仓","BK4526":"热门中概股","BK4141":"半导体产品","BK4548":"巴美列捷福持仓","TSM":"台积电","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4505":"高瓴资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","EWT":"台湾ETF-iShares MSCI","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198290583","content_text":"1月4日，台积电盘初一度涨逾4%，近2个交易日累计上涨超10%。","news_type":1,"symbols_score_info":{"TWmain":0.9,"03145":0.9,"TSM":0.9,"EWT":0.9}},"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860741234,"gmtCreate":1632219827228,"gmtModify":1676530727474,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;nice nice&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;nice nice&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ nice nice","images":[{"img":"https://static.tigerbbs.com/8ce46af29d0375158c4c81039168dfc3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860741234","isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860803498,"gmtCreate":1632149403314,"gmtModify":1676530711942,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$PLTR 20230120 15.0 CALL(PLTR)$</a>happy","listText":"<a href=\"https://laohu8.com/S/PLTR\">$PLTR 20230120 15.0 CALL(PLTR)$</a>happy","text":"$PLTR 20230120 15.0 CALL(PLTR)$happy","images":[{"img":"https://static.tigerbbs.com/6cc440ebb2427874ab8c438e36b3de02","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860803498","isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":812354005,"gmtCreate":1630556064807,"gmtModify":1676530339601,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EDU\">$New Oriental Education &amp; Technology(EDU)$</a>good undervalue stocks","listText":"<a href=\"https://laohu8.com/S/EDU\">$New Oriental Education &amp; Technology(EDU)$</a>good undervalue stocks","text":"$New Oriental Education & Technology(EDU)$good undervalue stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812354005","repostId":"812398122","repostType":1,"repost":{"id":812398122,"gmtCreate":1630550896162,"gmtModify":1676530337909,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"?【9月2日】漲瘋，中概再現集體大反彈！今天買什麼？","htmlText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月2日，恆生指數開盤上漲175.23點，漲幅0.67%，報26203.52點；國企指數開盤上漲109.89點，漲幅1.19%，報9381.21點；紅籌指數開盤下跌3.23點，跌幅0.08%，報3936.2點。 恆生科技指數高開近2%，科技股普遍走高，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 漲近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 漲近3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 漲超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 漲超1%。 藥品股強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京東健康(06618)$</a> 漲3.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/01099\">$國藥控股(01099)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02196\">$復星醫藥(02196)$</a> 升超2%；乳業股、教育股、汽車股、菸草概念股、物業股多數上揚；香港銀行股下跌明顯，石油股、藍籌地產股普跌。","listText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月2日，恆生指數開盤上漲175.23點，漲幅0.67%，報26203.52點；國企指數開盤上漲109.89點，漲幅1.19%，報9381.21點；紅籌指數開盤下跌3.23點，跌幅0.08%，報3936.2點。 恆生科技指數高開近2%，科技股普遍走高，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 漲近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 漲近3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 漲超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 漲超1%。 藥品股強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京東健康(06618)$</a> 漲3.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/01099\">$國藥控股(01099)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02196\">$復星醫藥(02196)$</a> 升超2%；乳業股、教育股、汽車股、菸草概念股、物業股多數上揚；香港銀行股下跌明顯，石油股、藍籌地產股普跌。","text":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月2日，恆生指數開盤上漲175.23點，漲幅0.67%，報26203.52點；國企指數開盤上漲109.89點，漲幅1.19%，報9381.21點；紅籌指數開盤下跌3.23點，跌幅0.08%，報3936.2點。 恆生科技指數高開近2%，科技股普遍走高，$美團-W(03690)$ 漲近4%，$阿里巴巴-SW(09988)$ 漲近3%，$騰訊控股(00700)$ 漲超2%，$小米集團-W(01810)$ 漲超1%。 藥品股強勢，$京東健康(06618)$ 漲3.5%，$國藥控股(01099)$ 、$復星醫藥(02196)$ 升超2%；乳業股、教育股、汽車股、菸草概念股、物業股多數上揚；香港銀行股下跌明顯，石油股、藍籌地產股普跌。","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812398122","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835864281,"gmtCreate":1629704731243,"gmtModify":1676530105086,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>I want to buy","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>I want to buy","text":"$8VIC(8VI.AU)$I want to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835864281","repostId":"835386726","repostType":1,"repost":{"id":835386726,"gmtCreate":1629687680763,"gmtModify":1676530099714,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"?【8月23日】看本週關鍵事件，聊今日交易計劃","htmlText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月23日訊，港股主要指數全線高開，恆指漲1.29%報25169點，國指漲1.38%報8863點，恆生科技指數漲1.96%報6010點。 盤面上，上週五中概股集體反彈，科網股集體高開，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$網易-S(09999)$</a> 大漲逾5%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 大漲4%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 大漲3.4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集團-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京東集團-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 均漲超2%；醫藥類股多數高開，<a target=\"_blank\" href=\"https://laohu8.com/S/01011\">$泰凌醫藥(01011)$</a> 大漲近9%，","listText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月23日訊，港股主要指數全線高開，恆指漲1.29%報25169點，國指漲1.38%報8863點，恆生科技指數漲1.96%報6010點。 盤面上，上週五中概股集體反彈，科網股集體高開，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$網易-S(09999)$</a> 大漲逾5%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 大漲4%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 大漲3.4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集團-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京東集團-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 均漲超2%；醫藥類股多數高開，<a target=\"_blank\" href=\"https://laohu8.com/S/01011\">$泰凌醫藥(01011)$</a> 大漲近9%，","text":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月23日訊，港股主要指數全線高開，恆指漲1.29%報25169點，國指漲1.38%報8863點，恆生科技指數漲1.96%報6010點。 盤面上，上週五中概股集體反彈，科網股集體高開，$網易-S(09999)$ 大漲逾5%，$快手-W(01024)$ 大漲4%，$美團-W(03690)$ 、$騰訊控股(00700)$ 大漲3.4%，$百度集團-SW(09888)$ 、$京東集團-SW(09618)$ 、$小米集團-W(01810)$ 均漲超2%；醫藥類股多數高開，$泰凌醫藥(01011)$ 大漲近9%，","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835386726","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833574760,"gmtCreate":1629252548250,"gmtModify":1676529980100,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>&nbsp; waiting for the right time&nbsp;","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>&nbsp; waiting for the right time&nbsp;","text":"$8VIC(8VI.AU)$ waiting for the right time","images":[{"img":"https://static.tigerbbs.com/4a1edd10dc1c9684e0e6eda4804dcd13","width":"1080","height":"3002"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/833574760","isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830726572,"gmtCreate":1629101390396,"gmtModify":1676529929959,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Buy <a href=\"https://laohu8.com/S/EDU\">$New Oriental Education &amp; Technology(EDU)$</a>","listText":"Buy <a href=\"https://laohu8.com/S/EDU\">$New Oriental Education &amp; Technology(EDU)$</a>","text":"Buy $New Oriental Education & Technology(EDU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830726572","repostId":"830561020","repostType":1,"repost":{"id":830561020,"gmtCreate":1629081935856,"gmtModify":1676529923854,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"?【8月16日】看本週關鍵事件，聊今日交易計劃","htmlText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月16日，港股三大指數低開，恆指跌0.1%報26365點，國指跌0.03%9374點報，恆生科技指數跌0.41%6562點報。 盤面上，生物醫藥股強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/01513\">$麗珠醫藥(01513)$</a> 高開逾3%，<a target=\"_blank\" href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a> 漲超3%；銀行股、電力股、物管股、物管股、建材水泥股、保險股、銀行股普遍上漲，<a target=\"_blank\" href=\"https://laohu8.com/S/03968\">$招商銀行(03968)$</a> 漲2%；大型科技股普跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$嗶哩嗶哩-SW(09626)$</a> 跌逾4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集團-SW(09888)$</a> 低開逾3%，美團、京東、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 均跌超1%；教育股繼續下跌，汽車股、濠賭股普跌。<a target=\"_blank\" href=\"https://laohu8.com/S/02202\">$萬科企業(02202)$</a> 海外漲8.66%，此前發佈盈利預告，預計上半年淨利潤錄得上升不少於390%。","listText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月16日，港股三大指數低開，恆指跌0.1%報26365點，國指跌0.03%9374點報，恆生科技指數跌0.41%6562點報。 盤面上，生物醫藥股強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/01513\">$麗珠醫藥(01513)$</a> 高開逾3%，<a target=\"_blank\" href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a> 漲超3%；銀行股、電力股、物管股、物管股、建材水泥股、保險股、銀行股普遍上漲，<a target=\"_blank\" href=\"https://laohu8.com/S/03968\">$招商銀行(03968)$</a> 漲2%；大型科技股普跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$嗶哩嗶哩-SW(09626)$</a> 跌逾4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集團-SW(09888)$</a> 低開逾3%，美團、京東、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 均跌超1%；教育股繼續下跌，汽車股、濠賭股普跌。<a target=\"_blank\" href=\"https://laohu8.com/S/02202\">$萬科企業(02202)$</a> 海外漲8.66%，此前發佈盈利預告，預計上半年淨利潤錄得上升不少於390%。","text":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月16日，港股三大指數低開，恆指跌0.1%報26365點，國指跌0.03%9374點報，恆生科技指數跌0.41%6562點報。 盤面上，生物醫藥股強勢，$麗珠醫藥(01513)$ 高開逾3%，$金斯瑞生物科技(01548)$ 漲超3%；銀行股、電力股、物管股、物管股、建材水泥股、保險股、銀行股普遍上漲，$招商銀行(03968)$ 漲2%；大型科技股普跌，$嗶哩嗶哩-SW(09626)$ 跌逾4%，$百度集團-SW(09888)$ 低開逾3%，美團、京東、$騰訊控股(00700)$ 均跌超1%；教育股繼續下跌，汽車股、濠賭股普跌。$萬科企業(02202)$ 海外漲8.66%，此前發佈盈利預告，預計上半年淨利潤錄得上升不少於390%。","images":[{"img":"https://static.tigerbbs.com/be5d568e880988b65c1b594f16619eed","width":"470","height":"352"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830561020","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830594662,"gmtCreate":1629079775756,"gmtModify":1676529922971,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>&nbsp;gimme ten cents&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>&nbsp;gimme ten cents&nbsp;","text":"$TENCENT(00700)$ gimme ten cents","images":[{"img":"https://static.tigerbbs.com/37154ea0c5d999971bf0aea0ba8d6752","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830594662","isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":377226171,"gmtCreate":1619531601893,"gmtModify":1704725521406,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Looking forward for better and stronger growth&nbsp;","listText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Looking forward for better and stronger growth&nbsp;","text":"$SHENG SIONG GROUP LTD(OV8.SI)$Looking forward for better and stronger growth","images":[{"img":"https://static.tigerbbs.com/0ad717b8d27e8386f34d22680115de64","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/377226171","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116867301,"gmtCreate":1622789731303,"gmtModify":1704191236206,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>One of the largest world wide&nbsp;Cloud computing services provider... Hoping with the acquisition of cyber security company Signal Sciences in Aug 2020 will optimize the Web users 's safety and privacy&nbsp;","listText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>One of the largest world wide&nbsp;Cloud computing services provider... Hoping with the acquisition of cyber security company Signal Sciences in Aug 2020 will optimize the Web users 's safety and privacy&nbsp;","text":"$Fastly, Inc.(FSLY)$One of the largest world wide Cloud computing services provider... Hoping with the acquisition of cyber security company Signal Sciences in Aug 2020 will optimize the Web users 's safety and privacy","images":[{"img":"https://static.tigerbbs.com/303f1ec2da434387ab8aac21eeab5adc","width":"1080","height":"3120"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/116867301","isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":119161027,"gmtCreate":1622527829069,"gmtModify":1704185679386,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Pls like and comment. Tqvm","listText":"Pls like and comment. Tqvm","text":"Pls like and comment. Tqvm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/119161027","repostId":"1174872620","repostType":2,"repost":{"id":"1174872620","kind":"news","pubTimestamp":1621234565,"share":"https://ttm.financial/m/news/1174872620?lang=en_US&edition=fundamental","pubTime":"2021-05-17 14:56","market":"us","language":"en","title":"Everyone Is Leaving Home. These Stay-at-Home Stocks Could Still Be Buys.","url":"https://stock-news.laohu8.com/highlight/detail?id=1174872620","media":"Barrons","summary":"Illustration by Nathalie Lees\nThe stay-at-home trade is dead.\nWith President Joe Biden seeking vacci","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5460d8666128c2b256321da4dca96f0f\" tg-width=\"1260\" tg-height=\"840\"><span>Illustration by Nathalie Lees</span></p>\n<p>The stay-at-home trade is dead.</p>\n<p>With President Joe Biden seeking vaccinations for 70% of American adults by July 4, and the Centers for Disease Control and Prevention declaring this past week that the fully vaccinated can stop wearing masks even indoors in most situations, investors are accelerating their exit from stocks that boomed last year as the pandemic gripped the economy.</p>\n<p>The conundrum that investors face is sorting out which companies have been permanently transformed—and which are headed back to wherever they were before the virus arrived on our shores.</p>\n<p>It’s a decision-making process that may be more difficult considering how well investors did with stay-at-home stocks during the pandemic. The online marketplace for handcrafted goods&nbsp;Etsy&nbsp;(ticker: ETSY) rallied 450% from the end of 2019 as stores had to shut and consumers snapped up face masks. With gyms closed, the stationary-bike companyPeloton Interactive&nbsp;(PTON) jumped nearly 500%. Internet bandwidth demand surged, and the content-delivery network&nbsp;Fastly&nbsp;(FSLY) soared 540%.</p>\n<p>And with everyone relying on videoconference calls to connect with work colleagues, friends, and family, shares of&nbsp;Zoom Video Communications&nbsp;(ZM) gained 735%. Hope you took some profits.</p>\n<p>Now, evidence of both slowing growth and rapidly changing perceptions is showing up.</p>\n<p>Etsy provides a vivid example. The company reported March-quarter revenue of $550.6 million, up 141.5%, thanks to strong mask sales, a new round of stimulus checks, and the continued shutdown of many offline retailers. But Etsy also said that June- quarter revenue growth would slow to 15% to 25% on a year-over-year basis—that would be a nearly 10% drop from the March quarter.</p>\n<p>While that forecast was ahead of Wall Street estimates, seeing Etsy state that a slowdown is ahead rattled investors. Its stock fell 15% the day after the earnings report, and has dropped 30% in three months.</p>\n<p>All of the stay-at-home stocks face similar risks. The business conditions that existed during the pandemic are fading fast.</p>\n<p>Here is a rundown of last year’s major trends and the challenges that 2020’s winners face now:</p>\n<p><b>Videoconferencing:</b>Zoom was the biggest winner in the early days of the stay-at-home boom. Sales grew 169% in the April 2020 quarter, and accelerated every quarter since: 355% in July, 367% in October, and 369% in January. But growth will slow sharply from here. Schools will need Zoom less as students return to class, for instance. The Street sees sales growth sliding to 43% in the January 2022 fiscal year and then below 20% in fiscal 2023.</p>\n<p>Can Zoom find ways to stay engaged with the millions of people who joined the platform during the pandemic? Will Zoom hold on to its market-leading position amid increasing competitive pressure, in particular from Microsoft Teams? And what’s the right multiple to pay for Zoom shares? Tough questions all.</p>\n<p>Zoom shares have fallen by roughly 50% from their peak, but the stock still trades for 22 times estimated current year sales.Microsoft&nbsp;(MSFT) trades at 11 times—apply that to Zoom and the stock would fall another 50% from here.</p>\n<p><b>Leaving the Nest</b></p>\n<p>After a furious rally during the pandemic, stay-at-home stocks have taken a backseat to an economic rebound.</p>\n<p><img src=\"https://static.tigerbbs.com/de77a0b86dbba3f4b9e56cb75fca30a8\" tg-width=\"1028\" tg-height=\"805\"></p>\n<p><b>PC Boom:</b>First-quarter personal-computer sales grew at the fastest rate in 20 years amid an urgent need for more—and more powerful—laptops. As Morgan Stanley analyst Katy Huberty has noted, the average U.S. household has just 1.1 PCs—clearly not enough.</p>\n<p>The PC sales spike boosted recent results at&nbsp;Apple&nbsp;(AAPL),HPInc.&nbsp;(HPQ), and Dell Technologies (DELL), as well as at computer-peripherals providers likeLogitech International&nbsp;(LOGI). The chip shortage seems likely to extend the boom: Apple recently said that its June-quarter sales guidance would have been $3 billion to $4 billion higher if it were not supply-constrained on Macs and iPads. HP shares, far cheaper than most other tech stocks, have come down only modestly from their peak. Its printer business should benefit as offices reopen and the company continues to buy back shares aggressively.</p>\n<p>For Apple, the Street is nervous that the comps are getting difficult; some analysts think that sales in the September 2022 fiscal year could actually decline. Logitech is projecting flat sales for the March 2022 fiscal year. The experience of the pandemic, meanwhile, could prompt some enterprise customers to refresh their installed base of PCs, replacing desktop models with more versatile laptops. And get ready for a wave of new PCs with built-in 5G wireless. Wi-Fi? Who needs Wi-Fi?</p>\n<p><b>Bargain Hunting:</b>Online shopping accelerated during the pandemic, and some of that seems likely to stick—but not all of it.Amazon.com&nbsp;(AMZN) had 44% growth in the March quarter, and projects 24% to 30% growth in the June quarter. Etsy CEO Josh Silverman expects his company’s second-quarter results to “decelerate along with the rest of e-commerce.”</p>\n<p>Shopify&nbsp;(SHOP), a provider of e-commerce software that helped many businesses get online during the pandemic, had 110% growth in the March quarter. Now, it projects that “some consumer spending will probably rotate back to offline retail” from here, and that “the ongoing shift to e-commerce, which accelerated in 2020, will probably resume a more normalized pace of growth.” Shopify shares have sold off 26% from their peak—but the stock still trades at close to 30 times current year sales. For a cheaper play, consider pet-food seller&nbsp;Chewy&nbsp;(CHWY), which trades for a modest three times current year sales.</p>\n<p><b>Dark Clouds:</b>If&nbsp;<i>Barron’s</i>&nbsp;had a nickel for every CEO who talked about “digital transformation,” well, we would have a lot of nickels. The pandemic really did force companies to shift more services to the cloud, and that helped a wide assortment of businesses. Investors bid up companies that provide access controls, such as&nbsp;Okta&nbsp;(OKTA) and&nbsp;Datadog&nbsp;(DDOG), cloud-data stocks like&nbsp;Snowflake&nbsp;(SNOW), the e-signature company&nbsp;DocuSign&nbsp;(DOCU), and network infrastructure providers like Fastly.</p>\n<p>But the valuations! Oh my, they got out of hand. In the past few weeks, some analysts have begun reducing price targets to reflect “valuation compression”—a nice way of confessing that they were drinking the Kool-Aid. You could dip a toe into stocks like DocuSign (off 30% from the highs), Okta (off 23%), Datadog (down 35%), or even Snowflake (down 51%). But a safer play is to buy the bigger (and cheaper) public cloud plays: Amazon, Microsoft, and&nbsp;Alphabet(GOOGL).</p>\n<p><b>Wild Cards:</b>Keep in mind that there are other factors that could put a kink in your post-Covid dreams. Peloton shares have come under pressure from a safety recall of its treadmills.Teladoc Health&nbsp;(TDOC), which helped kick-start telemedicine, faces new competition from Amazon andWalmart(WMT); the stock is off 52% from its recent peak.</p>\n<p>Netflix&nbsp;(NFLX), down a relatively modest 17% from its recent highs, has seen moderating subscriber growth—the company’s competition is lessDisneyand HBO than it is bars, beaches, and baseball. Because the good news for investors and everyone else is that an end to the pandemic is now in sight.</p>","source":"lsy1601382232898","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>Everyone Is Leaving Home. These Stay-at-Home Stocks Could Still Be Buys.</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\">\nEveryone Is Leaving Home. These Stay-at-Home Stocks Could Still Be Buys.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 14:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stay-at-home-stocks-have-been-crushed-here-are-ones-that-could-still-win-long-term-51621036411?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Illustration by Nathalie Lees\nThe stay-at-home trade is dead.\nWith President Joe Biden seeking vaccinations for 70% of American adults by July 4, and the Centers for Disease Control and Prevention ...</p>\n\n<a href=\"https://www.barrons.com/articles/stay-at-home-stocks-have-been-crushed-here-are-ones-that-could-still-win-long-term-51621036411?mod=hp_LEADSUPP_3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","FSLY":"Fastly, Inc.","NFLX":"奈飞","GOOGL":"谷歌A","OKTA":"Okta Inc.","DELL":"戴尔","ZM":"Zoom","DOCU":"Docusign","SHOP":"Shopify Inc","AMZN":"亚马逊","ETSY":"Etsy, Inc.",".DJI":"道琼斯","PTON":"Peloton Interactive, Inc.","DDOG":"Datadog",".IXIC":"NASDAQ Composite","CHWY":"Chewy, Inc.",".SPX":"S&P 500 Index","HPQ":"惠普","MSFT":"微软","SNOW":"Snowflake"},"source_url":"https://www.barrons.com/articles/stay-at-home-stocks-have-been-crushed-here-are-ones-that-could-still-win-long-term-51621036411?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174872620","content_text":"Illustration by Nathalie Lees\nThe stay-at-home trade is dead.\nWith President Joe Biden seeking vaccinations for 70% of American adults by July 4, and the Centers for Disease Control and Prevention declaring this past week that the fully vaccinated can stop wearing masks even indoors in most situations, investors are accelerating their exit from stocks that boomed last year as the pandemic gripped the economy.\nThe conundrum that investors face is sorting out which companies have been permanently transformed—and which are headed back to wherever they were before the virus arrived on our shores.\nIt’s a decision-making process that may be more difficult considering how well investors did with stay-at-home stocks during the pandemic. The online marketplace for handcrafted goods Etsy (ticker: ETSY) rallied 450% from the end of 2019 as stores had to shut and consumers snapped up face masks. With gyms closed, the stationary-bike companyPeloton Interactive (PTON) jumped nearly 500%. Internet bandwidth demand surged, and the content-delivery network Fastly (FSLY) soared 540%.\nAnd with everyone relying on videoconference calls to connect with work colleagues, friends, and family, shares of Zoom Video Communications (ZM) gained 735%. Hope you took some profits.\nNow, evidence of both slowing growth and rapidly changing perceptions is showing up.\nEtsy provides a vivid example. The company reported March-quarter revenue of $550.6 million, up 141.5%, thanks to strong mask sales, a new round of stimulus checks, and the continued shutdown of many offline retailers. But Etsy also said that June- quarter revenue growth would slow to 15% to 25% on a year-over-year basis—that would be a nearly 10% drop from the March quarter.\nWhile that forecast was ahead of Wall Street estimates, seeing Etsy state that a slowdown is ahead rattled investors. Its stock fell 15% the day after the earnings report, and has dropped 30% in three months.\nAll of the stay-at-home stocks face similar risks. The business conditions that existed during the pandemic are fading fast.\nHere is a rundown of last year’s major trends and the challenges that 2020’s winners face now:\nVideoconferencing:Zoom was the biggest winner in the early days of the stay-at-home boom. Sales grew 169% in the April 2020 quarter, and accelerated every quarter since: 355% in July, 367% in October, and 369% in January. But growth will slow sharply from here. Schools will need Zoom less as students return to class, for instance. The Street sees sales growth sliding to 43% in the January 2022 fiscal year and then below 20% in fiscal 2023.\nCan Zoom find ways to stay engaged with the millions of people who joined the platform during the pandemic? Will Zoom hold on to its market-leading position amid increasing competitive pressure, in particular from Microsoft Teams? And what’s the right multiple to pay for Zoom shares? Tough questions all.\nZoom shares have fallen by roughly 50% from their peak, but the stock still trades for 22 times estimated current year sales.Microsoft (MSFT) trades at 11 times—apply that to Zoom and the stock would fall another 50% from here.\nLeaving the Nest\nAfter a furious rally during the pandemic, stay-at-home stocks have taken a backseat to an economic rebound.\n\nPC Boom:First-quarter personal-computer sales grew at the fastest rate in 20 years amid an urgent need for more—and more powerful—laptops. As Morgan Stanley analyst Katy Huberty has noted, the average U.S. household has just 1.1 PCs—clearly not enough.\nThe PC sales spike boosted recent results at Apple (AAPL),HPInc. (HPQ), and Dell Technologies (DELL), as well as at computer-peripherals providers likeLogitech International (LOGI). The chip shortage seems likely to extend the boom: Apple recently said that its June-quarter sales guidance would have been $3 billion to $4 billion higher if it were not supply-constrained on Macs and iPads. HP shares, far cheaper than most other tech stocks, have come down only modestly from their peak. Its printer business should benefit as offices reopen and the company continues to buy back shares aggressively.\nFor Apple, the Street is nervous that the comps are getting difficult; some analysts think that sales in the September 2022 fiscal year could actually decline. Logitech is projecting flat sales for the March 2022 fiscal year. The experience of the pandemic, meanwhile, could prompt some enterprise customers to refresh their installed base of PCs, replacing desktop models with more versatile laptops. And get ready for a wave of new PCs with built-in 5G wireless. Wi-Fi? Who needs Wi-Fi?\nBargain Hunting:Online shopping accelerated during the pandemic, and some of that seems likely to stick—but not all of it.Amazon.com (AMZN) had 44% growth in the March quarter, and projects 24% to 30% growth in the June quarter. Etsy CEO Josh Silverman expects his company’s second-quarter results to “decelerate along with the rest of e-commerce.”\nShopify (SHOP), a provider of e-commerce software that helped many businesses get online during the pandemic, had 110% growth in the March quarter. Now, it projects that “some consumer spending will probably rotate back to offline retail” from here, and that “the ongoing shift to e-commerce, which accelerated in 2020, will probably resume a more normalized pace of growth.” Shopify shares have sold off 26% from their peak—but the stock still trades at close to 30 times current year sales. For a cheaper play, consider pet-food seller Chewy (CHWY), which trades for a modest three times current year sales.\nDark Clouds:If Barron’s had a nickel for every CEO who talked about “digital transformation,” well, we would have a lot of nickels. The pandemic really did force companies to shift more services to the cloud, and that helped a wide assortment of businesses. Investors bid up companies that provide access controls, such as Okta (OKTA) and Datadog (DDOG), cloud-data stocks like Snowflake (SNOW), the e-signature company DocuSign (DOCU), and network infrastructure providers like Fastly.\nBut the valuations! Oh my, they got out of hand. In the past few weeks, some analysts have begun reducing price targets to reflect “valuation compression”—a nice way of confessing that they were drinking the Kool-Aid. You could dip a toe into stocks like DocuSign (off 30% from the highs), Okta (off 23%), Datadog (down 35%), or even Snowflake (down 51%). But a safer play is to buy the bigger (and cheaper) public cloud plays: Amazon, Microsoft, and Alphabet(GOOGL).\nWild Cards:Keep in mind that there are other factors that could put a kink in your post-Covid dreams. Peloton shares have come under pressure from a safety recall of its treadmills.Teladoc Health (TDOC), which helped kick-start telemedicine, faces new competition from Amazon andWalmart(WMT); the stock is off 52% from its recent peak.\nNetflix (NFLX), down a relatively modest 17% from its recent highs, has seen moderating subscriber growth—the company’s competition is lessDisneyand HBO than it is bars, beaches, and baseball. Because the good news for investors and everyone else is that an end to the pandemic is now in sight.","news_type":1,"symbols_score_info":{"FSLY":0.9,"HPQ":0.9,"ETSY":0.9,"DDOG":0.9,"OKTA":0.9,"ZM":0.9,"SNOW":0.9,"DELL":0.9,"NFLX":0.9,"CHWY":0.9,".DJI":0.9,"DOCU":0.9,"AAPL":0.9,"PTON":0.9,".IXIC":0.9,"GOOGL":0.9,"AMZN":0.9,"MSFT":0.9,"SHOP":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558680293731120","authorId":"3558680293731120","name":"Alicia Ling","avatar":"https://static.tigerbbs.com/ca35384a8589b2187095e5d2d4706a00","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3558680293731120","idStr":"3558680293731120"},"content":"I need your return pls","text":"I need your return pls","html":"I need your return pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100107609,"gmtCreate":1619586322001,"gmtModify":1704726390743,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Just received my free Starbucks share!&nbsp;","listText":"Just received my free Starbucks share!&nbsp;","text":"Just received my free Starbucks share!","images":[{"img":"https://static.tigerbbs.com/ecab85984ab3a09dbf0d7855cab17e7b","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/100107609","isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573875141362309","authorId":"3573875141362309","name":"Golden666","avatar":"https://static.tigerbbs.com/f80d43d7f26fcfb27ac9eee215e699ed","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3573875141362309","idStr":"3573875141362309"},"content":"How many share did you get ?","text":"How many share did you get ?","html":"How many share did you get ?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9004698204,"gmtCreate":1642569614908,"gmtModify":1676533724157,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Buy <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","listText":"Buy <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","text":"Buy $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004698204","repostId":"9004879272","repostType":1,"repost":{"id":9004879272,"gmtCreate":1642562521988,"gmtModify":1676533723523,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667621665671","idStr":"3527667621665671"},"themes":[],"title":"🚀[Jan 19th]Share your trades today with others >>","htmlText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Tiger Community TOP10 Tickers  ⭐For The Daily Most Active Stocks in S&amp;P 500, please turn to<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000439\">@TigerObserver</a> ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000419\">@WallStreet_Tiger</a> Daily Focus&nbsp;Wednesday Afternoon Recap U","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Tiger Community TOP10 Tickers  ⭐For The Daily Most Active Stocks in S&amp;P 500, please turn to<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000439\">@TigerObserver</a> ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to<a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000419\">@WallStreet_Tiger</a> Daily Focus&nbsp;Wednesday Afternoon Recap U","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Tiger Community TOP10 Tickers ⭐For The Daily Most Active Stocks in S&P 500, please turn to@TigerObserver ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to@WallStreet_Tiger Daily Focus Wednesday Afternoon Recap U","images":[{"img":"https://static.tigerbbs.com/6231debd384f91ca7f81719b16ba9806","width":"1280","height":"720"},{"img":"https://static.tigerbbs.com/0c799341bbb7330db80b7ffe02463360","width":"758","height":"1676"},{"img":"https://static.tigerbbs.com/4d88973302eced66c7cfae721c56bebb","width":"429","height":"170"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004879272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891332134,"gmtCreate":1628330821028,"gmtModify":1703505148840,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TCTZF\">$Tencent Holding Ltd.(TCTZF)$</a>&nbsp;im buying it....&nbsp;","listText":"<a href=\"https://laohu8.com/S/TCTZF\">$Tencent Holding Ltd.(TCTZF)$</a>&nbsp;im buying it....&nbsp;","text":"$Tencent Holding Ltd.(TCTZF)$ im buying it....","images":[{"img":"https://static.tigerbbs.com/9596a4a13d1359557f651d408ee20422","width":"1080","height":"3117"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891332134","isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176382899,"gmtCreate":1626862460311,"gmtModify":1703479475490,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Buy <a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>","listText":"Buy <a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>","text":"Buy $SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176382899","repostId":"178794603","repostType":1,"repost":{"id":178794603,"gmtCreate":1626835890798,"gmtModify":1703766127172,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"?【7月21日】今天什麼值得買？","htmlText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。  港股市場 7月21日訊，港股三大指數高開，恆指漲0.29%報27339點，國指漲0.5%報9914點，恆生科技指數漲0.58%報7380點。盤面上，三孩配套政策來臨，三胎概念股集體高開，<a target=\"_blank\" href=\"https://laohu8.com/S/00286\">$愛帝宮(00286)$</a> 大漲6.3%，<a target=\"_blank\" href=\"https://laohu8.com/S/01951\">$錦欣生殖(01951)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01086\">$好孩子國際(01086)$</a> 大漲近6%%；乳業股、教育股反彈，汽車股、生物醫藥股、物業股、體育用品股、手機概念股普漲，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$長城汽車(02333)$</a> 高開5%；大型科技股漲多跌少，百度、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高開逾1%，小米、網易漲近1%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 低開1.3%；燃氣股、家電股、保險股普跌。 “恆大系”反彈，<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恆大汽車(00708)$</a> 漲超5%，","listText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。  港股市場 7月21日訊，港股三大指數高開，恆指漲0.29%報27339點，國指漲0.5%報9914點，恆生科技指數漲0.58%報7380點。盤面上，三孩配套政策來臨，三胎概念股集體高開，<a target=\"_blank\" href=\"https://laohu8.com/S/00286\">$愛帝宮(00286)$</a> 大漲6.3%，<a target=\"_blank\" href=\"https://laohu8.com/S/01951\">$錦欣生殖(01951)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01086\">$好孩子國際(01086)$</a> 大漲近6%%；乳業股、教育股反彈，汽車股、生物醫藥股、物業股、體育用品股、手機概念股普漲，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$長城汽車(02333)$</a> 高開5%；大型科技股漲多跌少，百度、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高開逾1%，小米、網易漲近1%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 低開1.3%；燃氣股、家電股、保險股普跌。 “恆大系”反彈，<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恆大汽車(00708)$</a> 漲超5%，","text":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 7月21日訊，港股三大指數高開，恆指漲0.29%報27339點，國指漲0.5%報9914點，恆生科技指數漲0.58%報7380點。盤面上，三孩配套政策來臨，三胎概念股集體高開，$愛帝宮(00286)$ 大漲6.3%，$錦欣生殖(01951)$ 、$好孩子國際(01086)$ 大漲近6%%；乳業股、教育股反彈，汽車股、生物醫藥股、物業股、體育用品股、手機概念股普漲，$長城汽車(02333)$ 高開5%；大型科技股漲多跌少，百度、$阿里巴巴-SW(09988)$ 高開逾1%，小米、網易漲近1%，$美團-W(03690)$ 低開1.3%；燃氣股、家電股、保險股普跌。 “恆大系”反彈，$恆大汽車(00708)$ 漲超5%，","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178794603","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179732341,"gmtCreate":1626576157683,"gmtModify":1703761921549,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>My Fastly...&nbsp;","listText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>My Fastly...&nbsp;","text":"$Fastly, Inc.(FSLY)$My Fastly...","images":[{"img":"https://static.tigerbbs.com/eb88bd6f90441925f327c7a8d1259cc4","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179732341","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107555212,"gmtCreate":1620524619136,"gmtModify":1704344562025,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Pls like and response... Thanks&nbsp;","listText":"Pls like and response... Thanks&nbsp;","text":"Pls like and response... Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/107555212","repostId":"1175032729","repostType":2,"repost":{"id":"1175032729","kind":"news","pubTimestamp":1620520193,"share":"https://ttm.financial/m/news/1175032729?lang=en_US&edition=fundamental","pubTime":"2021-05-09 08:29","market":"us","language":"zh","title":"Be wary of a \"nonlinear\" recovery in U.S. employment; market volatility may intensify in May and June.","url":"https://stock-news.laohu8.com/highlight/detail?id=1175032729","media":"钟正生经济分析","summary":"如果看环比，4月平均时薪环比增长0.8%，为今年以来最高增幅。\n\n事件：美国4月新增非农就业26.6万人，失业率为6.1%，劳动参与率为61.7%。\n1、 4月非农数据不及预期，哪些行业拖后腿?美国4","content":"<p>Looking at the month-on-month figures, the average hourly wage in April increased by 0.8% month-on-month, the highest increase this year. Event: The United States added 266,000 non-farm payrolls in April, with an unemployment rate of 6.1% and a labor force participation rate of 61.7%.</p><p><b>1. With April's non-farm payroll data falling short of expectations, which industries are dragging down the market?</b>The U.S. April non-farm payroll data was far lower than the previous value and expectations, with a job gap exceeding 8.2 million. Non-farm payrolls increased by 266,000 in April, compared to market expectations of nearly 1 million. The initial figure for March was 916,000, and the revised figure was 770,000. Manufacturing, warehousing and transportation, and part-time jobs lagged behind, while the leisure and hotel industries performed exceptionally well. The number of employees in the commodity production sector decreased by 16,000, mainly due to the manufacturing sector; The loss of 74,000 jobs in the transportation and warehousing industry may be related to disruptions to international supply chains; The professional and business services industry (“temporary support services”) saw a sharp decline of 114,000 people, but this may be a positive sign that “part-time” workers are beginning to shift to “full-time” workers. The leisure and hospitality industry saw a significant increase of 331,000 people, compared to 206,000 in the previous period, reflecting the relaxation of restrictions on the movement of people by various U.S. states.</p><p><b>2. The preliminary April non-farm payroll reading may not be a complete picture of the U.S. employment situation.</b>First, labor force participation rates improved marginally in April, which is also the reason for the rising unemployment rate. The unemployment rate (U3) in April was 6.1%, higher than the previous value of 6.0%. However, the labor force participation rate rose by 0.2 percentage points to 61.7% in April, corresponding to an increase of 430,000 new laborers. Some newly entering the labor market may not have found jobs yet, which will lead to an increase in the \"numerator and denominator\" and a temporary rise in the unemployment rate. Second, the number of non-farm payrolls and initial jobless claims is relatively optimistic. The ADP private sector added 742,000 jobs in April, up from 565,000 in the previous month. The latest number of initial jobless claims fell to 498,000, the lowest since the pandemic began. Third, the accuracy of preliminary non-farm payroll data is limited. The non-farm payrolls report is revised monthly. Regarding the April data, disruptions such as supply chain disruptions may be temporary, while the decrease in the number of \"part-time\" workers and the increase in employment in the hotel and tourism industry are also positive signs. The actual employment situation in the United States in April may not be so pessimistic, and it is not appropriate to \"linearly extrapolate\" this as a trend.</p><p><b>3. Average hourly wages continued to grow rapidly month-on-month in April, and the \"counter-effect\" of fiscal stimulus deserves attention.</b>The year-on-year growth rate of the average hourly wage of non-farm payrolls and non-management personnel fell sharply to 1.15% in April, largely due to the base effect. In April 2020, the average hourly wage of non-farm payrolls and non-management personnel rose from $24.15 to $25.16. Looking at the month-on-month figures, the average hourly wage in April increased by 0.8% month-on-month, the highest increase this year. The U.S. Treasury Department has accelerated its spending since March, with the TGA (Treasury General Account) shrinking by about $300 billion in March. Government spending may have a \"counter-effect\" on the job market. Since April 2020, government welfare has driven high growth in residents' income, but at the same time, the willingness to work may be suppressed, resulting in a slow recovery in the job market and insufficient labor participation rate. As a result, companies have to raise wages to make up for the labor shortage.</p><p><b>4. April non-farm payroll data was weak, but the market reacted positively.</b>The market is pleased with the weak employment data, believing that the Federal Reserve is more likely to maintain easing in the short term, leading to a marginal increase in risk appetite and a further strengthening of expectations for a depreciating dollar and inflation. Following the release of non-farm payroll data on May 7, the S&P 500 index hit a new high; The bond market reacted positively, with the 10-year US Treasury yield plunging intraday; Gold futures prices were significantly boosted; the US Dollar Index dives.</p><p><b>5. Be wary of the \"non-linear\" recovery in US employment and related risks, as market volatility may intensify in May and June.</b>Given the improvement of the US pandemic and the continued progress of vaccination, the weaker employment data in April than in March was somewhat unexpected, suggesting that the recovery of the US job market is likely to be \"nonlinear\". There are three main risks to a \"non-linear\" recovery: First, the market is accustomed to linear extrapolation thinking, which can easily lead to misjudgments. The market believes that weak employment data will reduce the probability of the Federal Reserve tightening policy, leading to a proactive embrace of risk. One possible scenario is that May employment data may be significantly higher than expected, at which time market tensions regarding the shift in monetary policy may peak, triggering market volatility. Second, a \"cluster recovery\" may push up inflation more quickly. As \"herd immunity\" approaches in the United States (we expect it to be around July), employment may recover in clusters, followed by a rapid rebound in economic activities such as production and consumption, and inflation indicators may rise rapidly. Third, the divergence between employment and inflation trends will increase the difficulty for the market to judge the Federal Reserve's policies, which in turn can easily trigger market volatility. Our benchmark calculations show that the year-on-year growth rate of US PCE may reach 3% in April and May this year. However, if employment recovery remains slow, the Federal Reserve will be caught in a dilemma between \"slow employment\" and \"rapid inflation.\" At the very least, it will be more difficult for the Federal Reserve to communicate with the market, and US stocks and other risky assets will be more likely to experience volatility.</p><p>1. April's non-farm payroll data fell short of expectations; which industries are dragging down the market?</p><p>The U.S. April non-farm payroll data was far lower than the previous value and expectations, and the current job gap exceeds 8.2 million. The United States added 266,000 non-farm payrolls in April, compared with market expectations of nearly 1 million. The initial March reading was 916,000, and the revised reading was 770,000. The total number of non-farm payrolls in April was 1.4431 million, an increase of only about 3,000 from the previous figure of 1.44 million. Currently, the total number of non-farm payrolls in the United States is 8.215 million lower than before the COVID-19 pandemic (February 2020) (Chart 1).</p><p><img src=\"https://static.tigerbbs.com/e31d9d1bc09767085bc713950ea8463a\" tg-width=\"1080\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p><p>Manufacturing, warehousing and transportation, and part-time jobs lagged behind, while the leisure and hotel industries performed exceptionally well. Of the 266,000 new employees in April, 234,000 came from the service sector, a decrease of more than half compared to March, 48,000 came from government departments, a decrease of about a quarter compared to March, while the commodity production sector decreased by 16,000 compared to an increase of 166,000 in March. Employment in the commodity production sector in April was mainly dragged down by the manufacturing sector (especially durable goods manufacturing) (Chart 2); The 74,000 job losses in the transportation and warehousing industry may be related to international supply chain disruptions, as the Federal Reserve had previously mentioned supply chain \"bottlenecks.\" The professional and business services industry saw a sharp decline of 79,000 people, including 114,400 in \"temporary support services,\" but this may be a positive sign that \"part-time\" workers are beginning to shift to \"full-time.\" According to a report by the U.S. Department of Labor (BLS), the number of people \"working part-time for economic reasons\" decreased by 580,000 due to an increase in full-time positions. The leisure and hospitality industry saw a significant increase of 331,000 people, compared to 206,000 in the previous year, reflecting that U.S. states are beginning to ease restrictions on the movement of people (Chart 3).</p><p><img src=\"https://static.tigerbbs.com/7391ef70d5d9ffd318384b216952f3be\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p><p>2. The preliminary April non-farm payrolls reading may not represent the full picture of the US employment situation.</p><p>The preliminary April non-farm payrolls reading may not be the full picture of the recovery pace of the US job market, and there are still a series of signals pointing to a marginal improvement in the US job market.</p><p>First, labor force participation in the United States improved marginally in April, which is also the reason for the rising unemployment rate. The U.S. unemployment rate (U3) was 6.1% in April, higher than the previous value of 6.0% and the market expectation of 5.8% (Chart 4). However, the U.S. labor force participation rate rose 0.2 percentage points to 61.7% in April, corresponding to a new labor force of 430,000, although the total labor force is still 3.46 million lower than before the pandemic (February 2020) (Chart 5). Some newly entering the labor market may not have found jobs yet, which will lead to an increase in the \"numerator and denominator\" and a temporary rise in the unemployment rate. In addition, the U6 unemployment rate (considering the broader unemployed population) fell by 0.3 percentage points to 10.4% in April.</p><p><img src=\"https://static.tigerbbs.com/f9ad824a347d2937fd825a24c739c26f\" tg-width=\"1080\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>Second, the number of non-farm payrolls and initial jobless claims is relatively optimistic. The \"Mini Non-Farm Payrolls\" (ADP Private Sector Employment) data, released the day before the non-farm payrolls data, showed that the United States added 742,000 jobs in April, up from 565,000 in the previous month (Chart 6). In the week ending May 1, the number of initial jobless claims in the United States continued to decline to 498,000, the lowest since the pandemic, although the figure was still 2.1 times the pre-pandemic level. In the week ending April 24, 3.69 million people in the United States continued to file for unemployment benefits, slightly higher than the previous figure of 3.65 million and 2.4 times the pre-pandemic level (Chart 7).</p><p><img src=\"https://static.tigerbbs.com/4e8a3a0e2f0ec7f2c7c4b238cea62a11\" tg-width=\"1080\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>Third, it should be noted that the accuracy of preliminary non-farm payroll data is limited. On May 7, U.S. Treasury Secretary Janet Yellen stated that the non-farm payrolls report is revised monthly, and it is not recommended to regard data from a particular month as a potential trend. Based on the structural characteristics of the preliminary non-farm payroll data, we believe that disruptions such as supply chain disruptions may be temporary, and the decrease in the number of \"part-time\" workers and the increase in employment in the hotel and tourism industry are also positive signals. The actual employment situation in the United States in April may not be so pessimistic, and this should not be \"linearly extrapolated\" as a trend.</p><p>3. Average hourly wages continued to grow rapidly month-on-month in April, and the \"counter-effect\" of fiscal stimulus warrants attention.</p><p>The year-on-year growth rate of average hourly wages slowed significantly in April, mainly due to the base, while real wages still grew rapidly month-on-month. The post-pandemic labor market shortage has led to a significantly higher year-on-year growth rate of average hourly wages for non-farm payrolls in the United States than in previous years, with average hourly wages for non-farm payrolls and non-management personnel increasing by 4.55% year-on-year in March. This growth rate dropped sharply to 1.15% in April (Chart 8), but it was largely due to the base effect. In April 2020, the average hourly wage of non-farm and non-management personnel rose from $24.15 to $25.16. Looking at the month-on-month increase, the average hourly wage in April increased by 0.8%, the highest increase this year (Chart 9). Weekly working hours in April were the same as in March, but still below pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/499046534ca554e77c8cb117cb01083f\" tg-width=\"1080\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>The U.S. Treasury Department's accelerated spending since March may have a \"counterproductive effect\" on the job market. It is worth noting that since March 2021, the U.S. Treasury Department has been implementing the TGA (Treasury General Account) reduction program, spending approximately $300 billion in March alone (Chart 10). In our previous report, \"Slow Employment and Rapid Inflation in the United States,\" we pointed out that the overall recovery of the US job market is relatively slow, which contradicts the \"rapid recovery\" shown by other economic indicators. This is partly related to the strong fiscal stimulus in the United States. Since April 2020, government welfare has driven high growth in residents' income, but at the same time, employment willingness may be suppressed, resulting in a slow recovery of the job market and insufficient labor participation rate. As a result, enterprises have had to raise wages to make up for the labor shortage (Chart 11).</p><p><img src=\"https://static.tigerbbs.com/cfa89b00b22d2bd7e8def30542644a0e\" tg-width=\"1080\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>April non-farm payroll data was weak, but the market reacted positively.</p><p>The market is clearly pleased with the weak US employment data, believing that the Federal Reserve is more likely to maintain its easing in the short term, leading to a marginal increase in risk appetite and a further strengthening of expectations for dollar depreciation and inflation. Following the release of non-farm payroll data on May 7, all three major stock indexes rose, with the Nasdaq, S&P 500, and Dow Jones Industrial Average closing up 0.88%, 0.74%, and 0.66%, respectively (Chart 12). The bond market reacted positively, with the 10-year US Treasury yield plunging during the session before rebounding, ultimately closing up 2 basis points, with the 10-year TIPS yield falling by 2 basis points (Chart 13). Gold futures prices were significantly boosted (Chart 14); the US Dollar Index shares plunged to close at 90.24, a new low since February 25 (Chart 15).</p><p><img src=\"https://static.tigerbbs.com/aaa756fa809932a70084916cd316142c\" tg-width=\"1080\" tg-height=\"941\" referrerpolicy=\"no-referrer\"></p><p>5. Be wary of a \"nonlinear\" recovery in US employment.</p><p>We believe that we should be wary of a \"non-linear\" recovery in U.S. employment and the potential risks it may bring in the next 1-2 months (May-June).</p><p>The U.S. non-farm payrolls data in April was significantly weaker than in March, a phenomenon that seems somewhat unexpected given the improvement in the U.S. pandemic and the continued advancement of vaccinations. We have observed foreign media reports that American residents' concerns about the COVID-19 pandemic remain a major reason hindering employment recovery. In addition, the U.S. job market may be disrupted by unexpected events (such as severe weather in February and supply chain disruptions in April). All of this means that the recovery of the US job market is likely to be \"nonlinear\".</p><p>There are three main risks to the \"non-linear\" recovery of the US economy: First, the market is accustomed to \"linear extrapolation\" thinking, which can easily lead to misjudgments. For example, if the market perceives weak employment data, the probability of the Federal Reserve tightening policy will decrease, and the market will then proactively embrace risk. The market's forecast of 1 million new non-farm payrolls in April, based on March's non-farm payrolls data of 916,000, is one example.<b>One possible scenario is that market expectations for May employment data are lower, but the actual data may be significantly higher than expected.</b>At that time, market anxiety regarding the Federal Reserve's shift in monetary policy may reach its peak, leading to asset selling and market volatility.</p><p><b>Second, a \"cluster recovery\" may push up inflation more quickly.</b>If the COVID-19 pandemic is the main reason hindering the recovery of employment in the United States, then it can be expected that as \"herd immunity\" in the United States approaches (we expect it to be around July, see the report \"How far is the United States from 'herd immunity'?\"), employment may recover in clusters, followed by a rapid rebound in economic activities such as production and consumption, and a rapid rise in inflation indicators.</p><p><b>Third, the divergence between employment and inflation trends will increase the difficulty for the market to judge the Federal Reserve's policies, which in turn can easily trigger market volatility.</b>Based on the latest March PCE data and the Federal Reserve's forecast for year-on-year PCE growth in 2021 (median forecast of 2.4%), our benchmark calculations show that the year-on-year PCE growth rate in April-May this year may reach 3% (Chart 16). However, if employment recovery remains slow, the Federal Reserve will be caught in a dilemma between \"slow employment\" and \"rapid inflation.\" At the very least, it will be more difficult for the Federal Reserve to communicate with the market, and US stocks and other risky assets will be prone to volatility, which warrants vigilance.</p><p><img src=\"https://static.tigerbbs.com/49dd065681f1d0a63d4960e36c6e256b\" tg-width=\"1080\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1602814587747","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>Be wary of a \"nonlinear\" recovery in U.S. employment; market volatility may intensify in May and June.</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\">\nBe wary of a \"nonlinear\" recovery in U.S. employment; market volatility may intensify in May and June.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">钟正生经济分析</strong><span class=\"h-time small\">2021-05-09 08:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Looking at the month-on-month figures, the average hourly wage in April increased by 0.8% month-on-month, the highest increase this year. Event: The United States added 266,000 non-farm payrolls in April, with an unemployment rate of 6.1% and a labor force participation rate of 61.7%.</p><p><b>1. With April's non-farm payroll data falling short of expectations, which industries are dragging down the market?</b>The U.S. April non-farm payroll data was far lower than the previous value and expectations, with a job gap exceeding 8.2 million. Non-farm payrolls increased by 266,000 in April, compared to market expectations of nearly 1 million. The initial figure for March was 916,000, and the revised figure was 770,000. Manufacturing, warehousing and transportation, and part-time jobs lagged behind, while the leisure and hotel industries performed exceptionally well. The number of employees in the commodity production sector decreased by 16,000, mainly due to the manufacturing sector; The loss of 74,000 jobs in the transportation and warehousing industry may be related to disruptions to international supply chains; The professional and business services industry (“temporary support services”) saw a sharp decline of 114,000 people, but this may be a positive sign that “part-time” workers are beginning to shift to “full-time” workers. The leisure and hospitality industry saw a significant increase of 331,000 people, compared to 206,000 in the previous period, reflecting the relaxation of restrictions on the movement of people by various U.S. states.</p><p><b>2. The preliminary April non-farm payroll reading may not be a complete picture of the U.S. employment situation.</b>First, labor force participation rates improved marginally in April, which is also the reason for the rising unemployment rate. The unemployment rate (U3) in April was 6.1%, higher than the previous value of 6.0%. However, the labor force participation rate rose by 0.2 percentage points to 61.7% in April, corresponding to an increase of 430,000 new laborers. Some newly entering the labor market may not have found jobs yet, which will lead to an increase in the \"numerator and denominator\" and a temporary rise in the unemployment rate. Second, the number of non-farm payrolls and initial jobless claims is relatively optimistic. The ADP private sector added 742,000 jobs in April, up from 565,000 in the previous month. The latest number of initial jobless claims fell to 498,000, the lowest since the pandemic began. Third, the accuracy of preliminary non-farm payroll data is limited. The non-farm payrolls report is revised monthly. Regarding the April data, disruptions such as supply chain disruptions may be temporary, while the decrease in the number of \"part-time\" workers and the increase in employment in the hotel and tourism industry are also positive signs. The actual employment situation in the United States in April may not be so pessimistic, and it is not appropriate to \"linearly extrapolate\" this as a trend.</p><p><b>3. Average hourly wages continued to grow rapidly month-on-month in April, and the \"counter-effect\" of fiscal stimulus deserves attention.</b>The year-on-year growth rate of the average hourly wage of non-farm payrolls and non-management personnel fell sharply to 1.15% in April, largely due to the base effect. In April 2020, the average hourly wage of non-farm payrolls and non-management personnel rose from $24.15 to $25.16. Looking at the month-on-month figures, the average hourly wage in April increased by 0.8% month-on-month, the highest increase this year. The U.S. Treasury Department has accelerated its spending since March, with the TGA (Treasury General Account) shrinking by about $300 billion in March. Government spending may have a \"counter-effect\" on the job market. Since April 2020, government welfare has driven high growth in residents' income, but at the same time, the willingness to work may be suppressed, resulting in a slow recovery in the job market and insufficient labor participation rate. As a result, companies have to raise wages to make up for the labor shortage.</p><p><b>4. April non-farm payroll data was weak, but the market reacted positively.</b>The market is pleased with the weak employment data, believing that the Federal Reserve is more likely to maintain easing in the short term, leading to a marginal increase in risk appetite and a further strengthening of expectations for a depreciating dollar and inflation. Following the release of non-farm payroll data on May 7, the S&P 500 index hit a new high; The bond market reacted positively, with the 10-year US Treasury yield plunging intraday; Gold futures prices were significantly boosted; the US Dollar Index dives.</p><p><b>5. Be wary of the \"non-linear\" recovery in US employment and related risks, as market volatility may intensify in May and June.</b>Given the improvement of the US pandemic and the continued progress of vaccination, the weaker employment data in April than in March was somewhat unexpected, suggesting that the recovery of the US job market is likely to be \"nonlinear\". There are three main risks to a \"non-linear\" recovery: First, the market is accustomed to linear extrapolation thinking, which can easily lead to misjudgments. The market believes that weak employment data will reduce the probability of the Federal Reserve tightening policy, leading to a proactive embrace of risk. One possible scenario is that May employment data may be significantly higher than expected, at which time market tensions regarding the shift in monetary policy may peak, triggering market volatility. Second, a \"cluster recovery\" may push up inflation more quickly. As \"herd immunity\" approaches in the United States (we expect it to be around July), employment may recover in clusters, followed by a rapid rebound in economic activities such as production and consumption, and inflation indicators may rise rapidly. Third, the divergence between employment and inflation trends will increase the difficulty for the market to judge the Federal Reserve's policies, which in turn can easily trigger market volatility. Our benchmark calculations show that the year-on-year growth rate of US PCE may reach 3% in April and May this year. However, if employment recovery remains slow, the Federal Reserve will be caught in a dilemma between \"slow employment\" and \"rapid inflation.\" At the very least, it will be more difficult for the Federal Reserve to communicate with the market, and US stocks and other risky assets will be more likely to experience volatility.</p><p>1. April's non-farm payroll data fell short of expectations; which industries are dragging down the market?</p><p>The U.S. April non-farm payroll data was far lower than the previous value and expectations, and the current job gap exceeds 8.2 million. The United States added 266,000 non-farm payrolls in April, compared with market expectations of nearly 1 million. The initial March reading was 916,000, and the revised reading was 770,000. The total number of non-farm payrolls in April was 1.4431 million, an increase of only about 3,000 from the previous figure of 1.44 million. Currently, the total number of non-farm payrolls in the United States is 8.215 million lower than before the COVID-19 pandemic (February 2020) (Chart 1).</p><p><img src=\"https://static.tigerbbs.com/e31d9d1bc09767085bc713950ea8463a\" tg-width=\"1080\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p><p>Manufacturing, warehousing and transportation, and part-time jobs lagged behind, while the leisure and hotel industries performed exceptionally well. Of the 266,000 new employees in April, 234,000 came from the service sector, a decrease of more than half compared to March, 48,000 came from government departments, a decrease of about a quarter compared to March, while the commodity production sector decreased by 16,000 compared to an increase of 166,000 in March. Employment in the commodity production sector in April was mainly dragged down by the manufacturing sector (especially durable goods manufacturing) (Chart 2); The 74,000 job losses in the transportation and warehousing industry may be related to international supply chain disruptions, as the Federal Reserve had previously mentioned supply chain \"bottlenecks.\" The professional and business services industry saw a sharp decline of 79,000 people, including 114,400 in \"temporary support services,\" but this may be a positive sign that \"part-time\" workers are beginning to shift to \"full-time.\" According to a report by the U.S. Department of Labor (BLS), the number of people \"working part-time for economic reasons\" decreased by 580,000 due to an increase in full-time positions. The leisure and hospitality industry saw a significant increase of 331,000 people, compared to 206,000 in the previous year, reflecting that U.S. states are beginning to ease restrictions on the movement of people (Chart 3).</p><p><img src=\"https://static.tigerbbs.com/7391ef70d5d9ffd318384b216952f3be\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p><p>2. The preliminary April non-farm payrolls reading may not represent the full picture of the US employment situation.</p><p>The preliminary April non-farm payrolls reading may not be the full picture of the recovery pace of the US job market, and there are still a series of signals pointing to a marginal improvement in the US job market.</p><p>First, labor force participation in the United States improved marginally in April, which is also the reason for the rising unemployment rate. The U.S. unemployment rate (U3) was 6.1% in April, higher than the previous value of 6.0% and the market expectation of 5.8% (Chart 4). However, the U.S. labor force participation rate rose 0.2 percentage points to 61.7% in April, corresponding to a new labor force of 430,000, although the total labor force is still 3.46 million lower than before the pandemic (February 2020) (Chart 5). Some newly entering the labor market may not have found jobs yet, which will lead to an increase in the \"numerator and denominator\" and a temporary rise in the unemployment rate. In addition, the U6 unemployment rate (considering the broader unemployed population) fell by 0.3 percentage points to 10.4% in April.</p><p><img src=\"https://static.tigerbbs.com/f9ad824a347d2937fd825a24c739c26f\" tg-width=\"1080\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>Second, the number of non-farm payrolls and initial jobless claims is relatively optimistic. The \"Mini Non-Farm Payrolls\" (ADP Private Sector Employment) data, released the day before the non-farm payrolls data, showed that the United States added 742,000 jobs in April, up from 565,000 in the previous month (Chart 6). In the week ending May 1, the number of initial jobless claims in the United States continued to decline to 498,000, the lowest since the pandemic, although the figure was still 2.1 times the pre-pandemic level. In the week ending April 24, 3.69 million people in the United States continued to file for unemployment benefits, slightly higher than the previous figure of 3.65 million and 2.4 times the pre-pandemic level (Chart 7).</p><p><img src=\"https://static.tigerbbs.com/4e8a3a0e2f0ec7f2c7c4b238cea62a11\" tg-width=\"1080\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>Third, it should be noted that the accuracy of preliminary non-farm payroll data is limited. On May 7, U.S. Treasury Secretary Janet Yellen stated that the non-farm payrolls report is revised monthly, and it is not recommended to regard data from a particular month as a potential trend. Based on the structural characteristics of the preliminary non-farm payroll data, we believe that disruptions such as supply chain disruptions may be temporary, and the decrease in the number of \"part-time\" workers and the increase in employment in the hotel and tourism industry are also positive signals. The actual employment situation in the United States in April may not be so pessimistic, and this should not be \"linearly extrapolated\" as a trend.</p><p>3. Average hourly wages continued to grow rapidly month-on-month in April, and the \"counter-effect\" of fiscal stimulus warrants attention.</p><p>The year-on-year growth rate of average hourly wages slowed significantly in April, mainly due to the base, while real wages still grew rapidly month-on-month. The post-pandemic labor market shortage has led to a significantly higher year-on-year growth rate of average hourly wages for non-farm payrolls in the United States than in previous years, with average hourly wages for non-farm payrolls and non-management personnel increasing by 4.55% year-on-year in March. This growth rate dropped sharply to 1.15% in April (Chart 8), but it was largely due to the base effect. In April 2020, the average hourly wage of non-farm and non-management personnel rose from $24.15 to $25.16. Looking at the month-on-month increase, the average hourly wage in April increased by 0.8%, the highest increase this year (Chart 9). Weekly working hours in April were the same as in March, but still below pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/499046534ca554e77c8cb117cb01083f\" tg-width=\"1080\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>The U.S. Treasury Department's accelerated spending since March may have a \"counterproductive effect\" on the job market. It is worth noting that since March 2021, the U.S. Treasury Department has been implementing the TGA (Treasury General Account) reduction program, spending approximately $300 billion in March alone (Chart 10). In our previous report, \"Slow Employment and Rapid Inflation in the United States,\" we pointed out that the overall recovery of the US job market is relatively slow, which contradicts the \"rapid recovery\" shown by other economic indicators. This is partly related to the strong fiscal stimulus in the United States. Since April 2020, government welfare has driven high growth in residents' income, but at the same time, employment willingness may be suppressed, resulting in a slow recovery of the job market and insufficient labor participation rate. As a result, enterprises have had to raise wages to make up for the labor shortage (Chart 11).</p><p><img src=\"https://static.tigerbbs.com/cfa89b00b22d2bd7e8def30542644a0e\" tg-width=\"1080\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>April non-farm payroll data was weak, but the market reacted positively.</p><p>The market is clearly pleased with the weak US employment data, believing that the Federal Reserve is more likely to maintain its easing in the short term, leading to a marginal increase in risk appetite and a further strengthening of expectations for dollar depreciation and inflation. Following the release of non-farm payroll data on May 7, all three major stock indexes rose, with the Nasdaq, S&P 500, and Dow Jones Industrial Average closing up 0.88%, 0.74%, and 0.66%, respectively (Chart 12). The bond market reacted positively, with the 10-year US Treasury yield plunging during the session before rebounding, ultimately closing up 2 basis points, with the 10-year TIPS yield falling by 2 basis points (Chart 13). Gold futures prices were significantly boosted (Chart 14); the US Dollar Index shares plunged to close at 90.24, a new low since February 25 (Chart 15).</p><p><img src=\"https://static.tigerbbs.com/aaa756fa809932a70084916cd316142c\" tg-width=\"1080\" tg-height=\"941\" referrerpolicy=\"no-referrer\"></p><p>5. Be wary of a \"nonlinear\" recovery in US employment.</p><p>We believe that we should be wary of a \"non-linear\" recovery in U.S. employment and the potential risks it may bring in the next 1-2 months (May-June).</p><p>The U.S. non-farm payrolls data in April was significantly weaker than in March, a phenomenon that seems somewhat unexpected given the improvement in the U.S. pandemic and the continued advancement of vaccinations. We have observed foreign media reports that American residents' concerns about the COVID-19 pandemic remain a major reason hindering employment recovery. In addition, the U.S. job market may be disrupted by unexpected events (such as severe weather in February and supply chain disruptions in April). All of this means that the recovery of the US job market is likely to be \"nonlinear\".</p><p>There are three main risks to the \"non-linear\" recovery of the US economy: First, the market is accustomed to \"linear extrapolation\" thinking, which can easily lead to misjudgments. For example, if the market perceives weak employment data, the probability of the Federal Reserve tightening policy will decrease, and the market will then proactively embrace risk. The market's forecast of 1 million new non-farm payrolls in April, based on March's non-farm payrolls data of 916,000, is one example.<b>One possible scenario is that market expectations for May employment data are lower, but the actual data may be significantly higher than expected.</b>At that time, market anxiety regarding the Federal Reserve's shift in monetary policy may reach its peak, leading to asset selling and market volatility.</p><p><b>Second, a \"cluster recovery\" may push up inflation more quickly.</b>If the COVID-19 pandemic is the main reason hindering the recovery of employment in the United States, then it can be expected that as \"herd immunity\" in the United States approaches (we expect it to be around July, see the report \"How far is the United States from 'herd immunity'?\"), employment may recover in clusters, followed by a rapid rebound in economic activities such as production and consumption, and a rapid rise in inflation indicators.</p><p><b>Third, the divergence between employment and inflation trends will increase the difficulty for the market to judge the Federal Reserve's policies, which in turn can easily trigger market volatility.</b>Based on the latest March PCE data and the Federal Reserve's forecast for year-on-year PCE growth in 2021 (median forecast of 2.4%), our benchmark calculations show that the year-on-year PCE growth rate in April-May this year may reach 3% (Chart 16). However, if employment recovery remains slow, the Federal Reserve will be caught in a dilemma between \"slow employment\" and \"rapid inflation.\" At the very least, it will be more difficult for the Federal Reserve to communicate with the market, and US stocks and other risky assets will be prone to volatility, which warrants vigilance.</p><p><img src=\"https://static.tigerbbs.com/49dd065681f1d0a63d4960e36c6e256b\" tg-width=\"1080\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/470669.html\">钟正生经济分析</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67ddaab67c271192b52371b38356b471","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zhitongcaijing.com/content/detail/470669.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175032729","content_text":"如果看环比，4月平均时薪环比增长0.8%，为今年以来最高增幅。\n\n事件：美国4月新增非农就业26.6万人，失业率为6.1%，劳动参与率为61.7%。\n1、 4月非农数据不及预期，哪些行业拖后腿?美国4月非农数据远低于前值和预期，就业缺口超820万人。4月新增非农就业26.6万人，此前市场预期接近100万人，3月初值为91.6万人、修正后为77万人。制造业、仓储运输业和“兼职”拖后腿，而休闲和酒店业表现亮眼。商品生产部门减少1.6万人，主要受制造业拖累;运输仓储业就业减少7.4万人，可能与国际供应链阻断有关;专业和商业服务业(“临时支持服务”)锐减11.14万人，但这可能是一个积极信号，表明“兼职”人员开始向“全职”转移。而休闲和酒店业大幅增加33.1万人，前值20.6万人，体现美国各州开始放宽人员流动限制。\n2、 4月非农初值可能并非美国就业形势的全貌。第一，4月劳动参与积极性边际改善，这也是失业率抬头的原因。4月失业率(U3)为6.1%，高于前值6.0%。不过，4月劳动参与率升0.2个百分点至61.7%，对应新增劳动力人口43万人。部分新进入劳动力市场的人口可能暂未找到工作，继而使“分子分母”同时增加、失业率暂时抬头。第二，“小非农”和初请失业金人数较为乐观。4月ADP私人部门新增就业74.2万人，高于前值56.5万人。最新初请失业金人数降至49.8万人，为疫情以来最低。第三，非农数据初值的准确性有限。非农就业报告会按月被修正。对于4月数据，供应链阻断等扰动或属暂时性，“兼职”人数减少和酒店旅游业就业增加亦是积极信号。4月美国实际就业形势或许没有那么悲观，不宜将此作为趋势进行“线性外推”。\n3、 4月平均时薪环比仍较快增长，财政刺激的“反作用”值得关注。4月非农非管理人员平均时薪同比增速大幅降落至1.15%，很大程度上源于基数效应，2020年4月非农非管理人员平均时薪由24.15美元升至25.16美元。如果看环比，4月平均时薪环比增长0.8%，为今年以来最高增幅。美国财政部3月以来支出加速，3月TGA(财政部一般账户)缩减约3000亿美元。而政府支出可能对就业市场产生“反作用”，2020年4月以来政府福利带动居民收入高增长，但与此同时就业意愿可能受到抑制，导致就业市场恢复偏慢，劳动参与率不足，继而企业不得不提高工资以弥补劳动力缺口。\n4、 4月非农数据疲弱，市场却反应积极。市场乐见就业数据疲弱，认为美联储短期更可能维持宽松，继而风险偏好边际升温，美元贬值预期以及通胀预期进一步走强。5月7日非农数据公布后，标普500指数再创新高;债市反应积极，10年美债收益率盘中跳水;黄金期货价格明显受到提振;美元指数跳水。\n5、 警惕美国就业“非线性”复苏及相关风险，5-6月市场波动可能加剧。考虑到美国疫情改善与疫苗接种持续推进，4月就业数据弱于3月有些出乎意料，意味着美国就业市场的恢复很可能是“非线性”的。“非线性”复苏的风险主要有三方面：一是，市场习惯于线性外推思维，容易造成误判。市场认为就业数据疲弱，美联储收紧政策的概率就会下降，继而主动拥抱风险。一个可能的情形是，5月就业数据可能大幅高于预期，届时市场对于货币政策转向的紧张情绪或至高点、引发市场波动。二是，“扎堆复苏”可能更快推升通胀。等到美国“群体免疫”临近(我们预计在7月左右)，就业可能“扎堆”复苏，继而生产、消费等经济活动可能快速反弹，通胀指标可能快速走高。三是，就业与通胀走势背离，将增加市场对于美联储政策判断的难度，继而容易引发市场波动。我们的基准测算显示，今年4-5月美国PCE同比增速或达到3%。但假如就业恢复仍然偏慢，美联储将陷入“慢就业”和“快通胀”的两难境地，至少美联储与市场沟通的难度将加大，美股及其他风险资产容易经历波动。\n1 4月非农数据不及预期，哪些行业在拖后腿?\n美国4月非农数据远低于前值和预期，目前就业缺口超820万人。美国4月新增非农就业26.6万人，此前市场预期接近100万人，3月初值为91.6万人、修正后为77万人。4月非农就业总人数为144.31万人，较前值144万人仅增加约3千人。目前，美国非农就业总人数比新冠疫情前(2020年2月)低821.5万人(图表1)。\n\n制造业、仓储运输业和“兼职”拖后腿，而休闲和酒店业表现亮眼。4月新增的26.6万人中，有23.4万人来自服务业、比3月减少一半以上，4.8万人来自政府部门、比3月减少约1/4，而商品生产部门减少1.6万人、3月为增加16.6万人。4月商品生产部门就业主要受制造业(尤其耐用品制造)拖累(图表2);运输仓储业就业减少7.4万人，可能与国际供应链阻断有关，此前美联储亦曾提及供应链“瓶颈”;专业和商业服务业锐减7.9万人，其中“临时支持服务”锐减11.14万人，但这可能是一个积极信号，表明“兼职”人员开始向“全职”转移。据美国劳工部(BLS)报告，“因经济原因从事非全日制工作”人数减少58万，原因是全职职位增加。而休闲和酒店业大幅增加33.1万人，前值20.6万人，体现美国各州开始放宽人员流动限制(图表3)。\n\n2 4月非农初值可能并非美国就业形势的全貌\n4月非农初值可能并非美国就业市场恢复节奏的全貌，仍有一系列信号指向美国就业市场正在边际改善。\n第一，4月美国劳动参与积极性边际改善，这也是失业率抬头的原因。4月美国失业率(U3)为6.1%，高于前值6.0%和市场预期的5.8%(图表4)。不过，4月美国劳动参与率升0.2个百分点至61.7%，对应新增劳动力人口43万人，虽然目前劳动力总人口仍比疫情前(2020年2月)低346万人(图表5)。部分新进入劳动力市场的人口可能暂未找到工作，继而使“分子分母”同时增加、失业率暂时抬头。此外，4月U6失业率(考虑更广义的失业人群)下降了0.3个百分点至10.4%。\n\n第二，“小非农”和初请失业金人数较为乐观。在非农数据前一天公布的“小非农”(ADP私人部门就业)数据显示，4月美国新增就业74.2万人，高于前值的56.5万人(图表6)。截至5月1日的一周，美国初请失业金人数继续下降至49.8万人，为疫情以来最低，虽然该数字仍为疫情前水平的2.1倍。截至4月24日的一周，美国续请失业金人数为369万人，略高于前值的365万人，为疫情前水平的2.4倍(图表7)。\n\n第三，需注意非农数据初值的准确性有限。5月7日美国财长耶伦讲话称，非农就业报告会按月被修正，不建议将某个月的数据视作潜在趋势。结合非农数据初值的结构性特点，我们认为，供应链阻断等扰动或属暂时，“兼职”人数减少和酒店旅游业就业增加亦是积极信号。4月美国实际就业形势或许没有那么悲观，不应将此作为趋势进行“线性外推”。\n3 4月平均时薪环比仍较快增长，财政刺激的“反作用”值得关注\n4月平均时薪同比增速大幅回落，主要是基数原因，实际薪资环比仍较快增长。疫情后劳动力市场供不应求，使美国非农员工平均时薪同比增速显著高于往年，3月非农非管理人员平均时薪同比增长4.55%。4月这一增速大幅降落至1.15%(图表8)，但很大程度上源于基数效应，2020年4月非农非管理人员平均时薪由24.15美元升至25.16美元。如果看环比，4月平均时薪环比增长0.8%，为今年以来最高增幅(图表9)。4月每周工时与3月持平，但仍低于疫情前水平。\n\n美国财政部3月以来支出加速，可能对就业市场产生“反作用”。注意到，2021年3月以来美国财政部开始执行TGA(财政部一般账户)缩减计划，仅3月就支出了约3000亿美元(图表10)。我们在之前报告《美国的“慢就业”与“快通胀”》中指出，美国就业市场恢复整体偏慢，与其他经济指标所显示的“快复苏”背离，这一定程度上与美国大力度的财政刺激有关。2020年4月以来，政府福利带动居民收入高增长，但与此同时就业意愿可能受到抑制，导致就业市场恢复偏慢、劳动参与率不足，继而企业不得不提高工资以弥补劳动力缺口(图表11)。\n\n4 4月非农数据疲弱，市场却反应积极\n市场显然乐见美国就业数据疲弱，认为美联储短期更可能维持宽松，继而风险偏好边际升温，美元贬值预期以及通胀预期进一步走强。5月7日非农数据公布后，三大股指齐涨，纳指、标普500和道指分别收涨0.88%、0.74%和0.66%(图表12);债市反应积极，10年美债收益率盘中跳水、之后回升，最终收涨2bp，其中10年TIPS利率降2bp(图表13);黄金期货价格明显受到提振(图表14);美元指数跳水、收于90.24，为2月25日以来新低(图表15)。\n\n5 警惕美国就业的“非线性”复苏\n我们认为，未来1-2个月(5-6月)应警惕美国就业的“非线性”复苏，及其可能带来的风险。\n4月美国非农就业数据明显弱于3月，考虑到美国疫情改善与疫苗接种持续推进，这一现象似乎有些始料未及。我们观察外媒报道，美国居民对新冠疫情的担忧依然是阻碍就业恢复的重要原因。此外，美国就业市场可能受到突发事件扰动(今年2月受恶劣天气影响、4月受供应链受阻影响等)。这些均意味着，美国就业市场的恢复很可能是“非线性”的。\n美国经济“非线性”复苏的风险主要有三方面：一是，市场习惯于“线性外推”思维，容易造成误判。例如，市场认为就业数据疲弱，美联储收紧政策的概率就会下降，继而主动拥抱风险。市场基于3月91.6万的非农就业数据，预测4月非农新增100万，就是一个例子。一个可能的情形是，市场对5月就业数据的预期降低，但实际数据可能大幅高于预期。届时，市场对于美联储货币政策转向的紧张情绪或至高点，导致资产抛售与市场震荡。\n二是，“扎堆复苏”可能更快推升通胀。如果新冠疫情是阻碍美国就业恢复的主因，那么可以预计等到美国“群体免疫”临近(我们预计在7月左右，参考报告《美国离“群体免疫”还有多远?》)，就业可能“扎堆”复苏，继而生产、消费等经济活动可能快速反弹，通胀指标可能快速走高。\n三是，就业与通胀走势背离，将增加市场对于美联储政策判断的难度，继而容易引发市场波动。基于最新公布的3月PCE数据，以及美联储对于2021年PCE同比增速的预判(预测中值为2.4%)，我们的基准测算显示，今年4-5月PCE同比增速或达到3%(图表16)。但假如就业恢复仍然偏慢，美联储将陷入“慢就业”和“快通胀”的两难境地，至少美联储与市场沟通的难度将加大，美股及其他风险资产容易经历波动，值得警惕。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171237238,"gmtCreate":1626745725824,"gmtModify":1703764318823,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581588533465568","idStr":"3581588533465568"},"themes":[],"title":"","htmlText":"Accumulating","listText":"Accumulating","text":"Accumulating","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171237238","repostId":"1164970686","repostType":2,"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}