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2022-11-06

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2022-10-30

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2022-10-25

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U.S. new energy vehicle stocks rose generally, Tesla rose more than 5%, Li Auto rose 11%

2022-10-08

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2022-02-23

Hello

How big is the impact of Biden's sanctions on Russian sovereign bonds?

2023-03-05

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Capturing the United States and Japan, China Battery Holds Lithium Iron Phosphate to the Top Stream of Trams

2023-03-04

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2023-03-02

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AI, which is frequently cued, is the well-deserved protagonist of U.S. stock earnings season

2023-02-25

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2023-02-10

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Coinbase tumbles 14% for biggest drop in half a year as regulatory crackdown on Bitcoin staking

Go to Tiger App to see more news

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U.S. stocks have gone back, and so has the dollar","url":"https://stock-news.laohu8.com/highlight/detail?id=1156309203","media":"华尔街见闻","summary":"“四十年来最激进加息周期”如同没有发生！","content":"<p><html><head></head><body>Looking back at the node when the Federal Reserve suspended its rate hike in June, we can find such a magical scene: the performance of the US stock market and the US dollar has hardly changed compared with the beginning of the rate hike cycle in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The broader market index travels back in time to 15 months ago</h2><p style=\"text-align: justify;\">As of the closing of U.S. stocks on Friday, the S&P 500 index reported 4,409 points for five consecutive weeks. When the Federal Reserve started the current rate hike cycle 15 months ago, the S&P closed at 4,358 points. The S&P 500 is now higher than it was when the first rate hike took place on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the tightening of liquidity by the Federal Reserve rate hike, although it is not a direct factor leading to a bear market, will also lead to a correction of the broader market.</strong>The sharp correction of U.S. stocks, especially tech stocks, in 2022 can confirm this. After the rate hike in the spring, U.S. stocks sold off and fell into a bear market due to high inflation and rising borrowing costs, and recession forecasts spread through the market.</p><p><p style=\"text-align: justify;\">However, in the first half of this year, U.S. stocks rebounded sharply, driven by strong corporate earnings. Wall Street analysts had already slashed their expectations before the earnings season began at the beginning of the year. As a result, strong results offset the pessimism after companies reported earnings one after another.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies had beaten expectations in their first quarter earnings, and the proportion reached a new high in two years.</p><p><p style=\"text-align: justify;\">In addition, driven by the craze set off by ChatGPT, big tech stocks such as the Seven Sisters of U.S. stocks (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, pulling the index up. In the first half of this year, the Nasdaq and S&P 500 rebounded and entered a technical bull market one after another.</p><p><p style=\"text-align: justify;\">At present,<strong>Although Federal Reserve Chairman Powell still insisted on hawking after the interest rate meeting in June, the future path of monetary policy is highly certain. The market generally expects that the rate hike is approaching the end, and the Fed's tightening stance can no longer suppress the upward momentum of the market.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>In the next 6-12 months, the Fed will be less important and other global drivers and fundamentals will play a bigger role.</strong></p><p><p style=\"text-align: justify;\">Moreover, the impact of macro factors on equities has fallen from 83% to 71% since March, the biggest three-month decline since 2009, according to Citigroup's models.</p><p><h2 style=\"text-align: start;\">Synchronous decline in the US Dollar Index</h2><p style=\"text-align: justify;\">Meanwhile, the strength of the dollar has also waned, with the US Dollar Index now trading near April 2022 levels, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>the US Dollar Index, which measures the exchange rate fluctuations of the US dollar against six major currencies, is more sensitive to interest rate policy and usually has a positive correlation with interest rate levels, i.e. rate hike drives the US Dollar Index up and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve started a rate hike since March' 22, followed by four consecutive radical rate hike of 75 basis points between June and September. the US Dollar Index rose from about 102 in early June to about 114 at the end of September, a cumulative increase of more than 11%. Other currencies were under tremendous devaluation pressure during the period. It was not until the recent resolution of the debt ceiling crisis and the clear signal of the Federal Reserve's suspension of rate hike that the US Dollar Index finally fell back.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more 25 basis point rate hike or one more 50 basis point rate hike by the end of the year. But the previously widely anticipated recession has yet to happen, and the U.S. economy appears to have withstood the brunt of rate hike, with a resilient labor market and mostly healthy corporate balance sheets.<strong>In their latest report, strategists at Bank of America boosted their outlook for the U.S. stock market and became increasingly optimistic about the economic outlook. They predicted that if there was a recession, it would also be relatively mild.</strong></p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>rate hike \"invalid\"? U.S. stocks have gone back, and so has the dollar</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\">\nrate hike \"invalid\"? U.S. stocks have gone back, and so has the dollar\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-06-18 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Looking back at the node when the Federal Reserve suspended its rate hike in June, we can find such a magical scene: the performance of the US stock market and the US dollar has hardly changed compared with the beginning of the rate hike cycle in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The broader market index travels back in time to 15 months ago</h2><p style=\"text-align: justify;\">As of the closing of U.S. stocks on Friday, the S&P 500 index reported 4,409 points for five consecutive weeks. When the Federal Reserve started the current rate hike cycle 15 months ago, the S&P closed at 4,358 points. The S&P 500 is now higher than it was when the first rate hike took place on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the tightening of liquidity by the Federal Reserve rate hike, although it is not a direct factor leading to a bear market, will also lead to a correction of the broader market.</strong>The sharp correction of U.S. stocks, especially tech stocks, in 2022 can confirm this. After the rate hike in the spring, U.S. stocks sold off and fell into a bear market due to high inflation and rising borrowing costs, and recession forecasts spread through the market.</p><p><p style=\"text-align: justify;\">However, in the first half of this year, U.S. stocks rebounded sharply, driven by strong corporate earnings. Wall Street analysts had already slashed their expectations before the earnings season began at the beginning of the year. As a result, strong results offset the pessimism after companies reported earnings one after another.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies had beaten expectations in their first quarter earnings, and the proportion reached a new high in two years.</p><p><p style=\"text-align: justify;\">In addition, driven by the craze set off by ChatGPT, big tech stocks such as the Seven Sisters of U.S. stocks (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, pulling the index up. In the first half of this year, the Nasdaq and S&P 500 rebounded and entered a technical bull market one after another.</p><p><p style=\"text-align: justify;\">At present,<strong>Although Federal Reserve Chairman Powell still insisted on hawking after the interest rate meeting in June, the future path of monetary policy is highly certain. The market generally expects that the rate hike is approaching the end, and the Fed's tightening stance can no longer suppress the upward momentum of the market.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>In the next 6-12 months, the Fed will be less important and other global drivers and fundamentals will play a bigger role.</strong></p><p><p style=\"text-align: justify;\">Moreover, the impact of macro factors on equities has fallen from 83% to 71% since March, the biggest three-month decline since 2009, according to Citigroup's models.</p><p><h2 style=\"text-align: start;\">Synchronous decline in the US Dollar Index</h2><p style=\"text-align: justify;\">Meanwhile, the strength of the dollar has also waned, with the US Dollar Index now trading near April 2022 levels, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>the US Dollar Index, which measures the exchange rate fluctuations of the US dollar against six major currencies, is more sensitive to interest rate policy and usually has a positive correlation with interest rate levels, i.e. rate hike drives the US Dollar Index up and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve started a rate hike since March' 22, followed by four consecutive radical rate hike of 75 basis points between June and September. the US Dollar Index rose from about 102 in early June to about 114 at the end of September, a cumulative increase of more than 11%. Other currencies were under tremendous devaluation pressure during the period. It was not until the recent resolution of the debt ceiling crisis and the clear signal of the Federal Reserve's suspension of rate hike that the US Dollar Index finally fell back.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more 25 basis point rate hike or one more 50 basis point rate hike by the end of the year. But the previously widely anticipated recession has yet to happen, and the U.S. economy appears to have withstood the brunt of rate hike, with a resilient labor market and mostly healthy corporate balance sheets.<strong>In their latest report, strategists at Bank of America boosted their outlook for the U.S. stock market and became increasingly optimistic about the economic outlook. They predicted that if there was a recession, it would also be relatively mild.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3691390\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3691390","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156309203","content_text":"站在六月美联储暂停加息的节点回看，可以发现这样一幕神奇的景象：美股大盘和美元的表现，相比22年初加息周期开始时几乎没有变化。大盘指数时空穿越 回到15个月前截至周五美股收盘，标普500指数收获五周连阳，报4409点。当15个月前，美联储开启本轮加息周期时，标普大盘收于4358点。现在的标普500指数，比2022年3月16日第一次加息时还要高。通常来说，美联储加息收紧流动性，尽管不是导致熊市的直接因素，但也会导致大盘的调整。2022年，美国股市尤其是科技股的大幅调整可以印证这一点。在春天的加息之后，由于高通膨和借贷成本攀升，美国股票遭到抛售而落入熊市，经济衰退预测更是在市场中扩散。但是，今年上半年，在强劲的企业盈利推动下，美股大幅反弹。在年初进入财报季之前，华尔街分析师原本已经大幅下调预期，结果，在企业陆续公布财报后，强劲业绩抵消了悲观情绪。FactSet的数据显示，截至5月底，近80%美股上市公司第一季度财报超出预期，比例创下2年来新高。此外，在ChatGPT掀起的热潮推动下，美股七姐妹（苹果、微软、英伟达、亚马逊、Meta、特斯拉和谷歌）等大型科技股持续走高，拉动指数上升。今年上半年，纳指和标普500指数出现反弹，相继进入技术性牛市。目前来看，尽管在六月议息会议后美联储主席鲍威尔依然坚持放鹰，但货币政策的未来路径已有很高确定性，市场普遍预计加息已经临近终点，联储的紧缩立场已经无法再抑制市场的上行动力。彭博社援引专家说法称，未来6-12个月，美联储的重要性会降低，其他全球驱动因素和基本面因素将发挥更大的作用。此外，根据花旗集团的模型，自3月以来，宏观因素对股市的影响已从83%降至71%，这是2009年以来最大的三个月降幅。美元指数同步回落与此同时，美元的强势也有所减弱，美元指数目前在2022年4月的水平附近交易，较其历史高点下降了近10%。衡量美元对六种主要货币汇率波动的美元指数对利率政策较为敏感，通常与利率水平呈正相关关系，即加息推动美元指数上涨，反之则下跌。在本轮已持续15个月、累计500基点的加息周期中，可以观察到这一点。美联储自22年3月开始加息，随后在6月至9月期间，连续四次激进加息75个基点。美元指数从6月初的约102涨至9月末的约114，累计涨幅超过11%。期间其他货币承受了巨大的贬值压力。直到近期债务上限危机解决、美联储暂停加息信号明确，美元指数才终于回落。目前，市场预计，到今年年底前还会有两次25个基点或一次50个基点的加息。但此前普遍预计的衰退尚还没有发生，美国经济似乎已经承受了加息的冲击，劳动力市场富有弹性，企业资产负债表大多健康。美银的策略师在最新报告中提升了他们对美股市场的展望，并对经济前景越来越乐观，他们预测，如果出现经济衰退，也会相对温和。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979022477,"gmtCreate":1685289251899,"gmtModify":1685289256446,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979022477","repostId":"1169636070","repostType":2,"repost":{"id":"1169636070","kind":"news","pubTimestamp":1685276505,"share":"https://ttm.financial/m/news/1169636070?lang=en_US&edition=fundamental","pubTime":"2023-05-28 20:21","market":"us","language":"zh","title":"US debt default crisis: preliminary agreement reached, but alarm far from lifted","url":"https://stock-news.laohu8.com/highlight/detail?id=1169636070","media":"华尔街见闻","summary":"闯关国会，又是一场“恶仗”。经过数周的激烈谈判，美国两党终于在周六晚间就解决美国债务上限问题达成“原则性协议”。不过，这份协议还需得到美国国会的快速通过，才能真正解除本次美债违约的“警报”。而这，又将","content":"<p><html><head></head><body><strong>Breaking through Congress is another \"vicious battle\".</strong><p style=\"text-align: justify;\">After weeks of intense negotiations, the two parties in the United States finally reached an \"agreement in principle\" on Saturday evening to resolve the U.S. debt ceiling. However, this agreement needs to be quickly passed by the US Congress before it can truly lift the \"alarm\" of this US debt default. And this will be another \"vicious battle\".</p><p><p style=\"text-align: justify;\">After the agreement was initially reached, Biden said it represented a \"compromise\" for him, while Republican House Speaker McCarthy said the agreement \"made historic cuts in spending\".</p><p><p style=\"text-align: justify;\">Looking back at this round of US debt ceiling game, it is not difficult to find that the contradiction between the two sides is that Republicans hope to reach an agreement to significantly reduce government expenditure while adjusting the debt ceiling; Democrats, on the other hand, insist on adjusting the debt ceiling relatively independently and are reluctant to make much of a concession on spending cuts.</p><p><p style=\"text-align: justify;\">Many analysts believe that the product of this compromise may not satisfy the more radical Republican lawmakers nor satisfy the left wing of the Democratic Party:</p><p>\"It is almost certain that the cuts in the package are both too mild to win the vote of hard-line conservatives and too harsh to win the vote of House radicals.\"<p style=\"text-align: justify;\">Therefore, many media commented that the prospects of the agreement in both the House and Senate may be \"bumpy\". CCTV News quoted the Washington Post as saying that it is a \"difficult task\" to pass an agreement in the current \"easily troubled and divided\" Congress in a short time.</p><p><p style=\"text-align: justify;\">According to the timetable given by McCarthy, the House of Representatives will vote next Wednesday (May 31) and then send it to the Senate for a session. The U.S. Treasury Department said on Friday that if the U.S. Congress fails to pass the agreement in time, the government will default on its debt on June 5.</p><p><p style=\"text-align: justify;\">Therefore, the U.S. Congress must successfully vote to pass the relevant bill before the \"X Date\" to avoid the U.S. default on its debt. If the two houses vote \"slightly differently\" next week, the potential risk of \"technical default\" of U.S. debt will far from disappear.</p><p><h2>\"Bipartisan cooperation\" is a must, and \"getting rid of the thorn\" is the key</h2><p style=\"text-align: justify;\">After the 2022 midterm elections, Democrats and Republicans control the U.S. Senate and House of Representatives, respectively, so the two parties must \"cooperate\" to possibly get the relevant bill passed in both chambers.</p><p><p style=\"text-align: justify;\">As mentioned earlier, though, the conflict between the two sides is that radical lawmakers in both parties may struggle to reach concessions on the bill, and senators from each party may find different reasons to oppose the bill — some far-right Republicans may think spending cuts are inadequate, while some Democratic left-wing politicians may feel they are conceding too much to Republicans.</p><p><p style=\"text-align: justify;\">Therefore, on the basis of \"bipartisan cooperation\" between Biden and McCarthy, whether these \"prickly\" lawmakers can be dealt with is the key to solving the problem.</p><p><p style=\"text-align: justify;\">White House officials have unofficially calculated that, in the event of losing a portion of the Republican vote,<strong>McCarthy could need as many as 100 Democratic votes to secure a 218 majority on the final debt ceiling deal — ensuring it can pass the House.</strong></p><p><p style=\"text-align: justify;\">It is worth mentioning that if the bill hits a serious block in the House, Democrats can also resort to a rarely used emergency tactic — a \"petition of release\" to vote on the debt ceiling in a \"clean\" adjustment that should have no strings attached. The parliamentary strategy, though, is even more remote — while Democrats support it, it needs to be persuaded enough Republican majorities to join or it won't succeed.</p><p><p style=\"text-align: justify;\">Moreover, Biden could try to invoke the untested legal theory of the 14th Amendment to the U.S. Constitution, which states that \"the validity of U.S. public debt…must not be challenged,\" thus clearing the way for him to authorize more borrowing. That could be immediately challenged in court, though.</p><p><p style=\"text-align: justify;\">If passed in the House of Representatives, the bill would go to the Senate.<strong>In the Senate, the bill needs the support of at least nine Republicans to garner 60 of 100 votes to keep the legislation moving.</strong></p><p><p style=\"text-align: justify;\">In the Democratic-controlled Senate, Majority Leader Chuck Schumer has full control over when the bill will go to a vote, media analysis said. However, individual senators can slow the process by insisting on procedural operations, including 30 hours of debate first on whether to begin debate and another 30 hours of debate on the bill itself.</p><p><p style=\"text-align: justify;\">And the Senate needs to pass the bill without changing the House bill. Otherwise, it would have to be beaten back to the House to restart a new round of voting.</p><p><p style=\"text-align: justify;\">It is worth mentioning that if there is a 50-50 tie in the Senate, Vice President Kamala Harris can vote to pass 51-50.</p><p><p style=\"text-align: justify;\">Only after it has been passed by both chambers can the deal go to the White House and be signed into law by Biden. Only by completing this legislation quickly can the \"alarm\" of this US debt default be successfully lifted.</p><p><h2>Timeline of this round of \"US Debt Ceiling Game\"</h2><p style=\"text-align: justify;\">On January 13, 2023, U.S. Treasury Secretary Yellen sent a letter to Congress saying that the U.S. will hit the statutory debt ceiling of $31.4 trillion on January 19 and that the Treasury Department will begin taking some \"extraordinary measures\" that cash and \"extraordinary measures\" may support through early June.</p><p><p style=\"text-align: justify;\">It is worth mentioning that it is not uncommon for U.S. debt to hit the upper limit, but this time the market panic is relatively rare. The reason may be related to the current extremely tight monetary policy in the United States, regional banking crisis and recession expectations. The frequent reminders of US Treasury Secretary Yellen further ignited this panic.</p><p><p style=\"text-align: justify;\">On January 13th, Yellen sent a letter to Congress to take \"extraordinary measures\" on January 19th; On April 25th, US Treasury Secretary Yellen delivered a speech, warning that there would be serious consequences if the ceiling of US debt was not resolved; On May 1 and May 15, Yellen sent letters to Congress formally warning of an earlier-than-expected default date; On May 27th, Yellen warned that if the U.S. Congress failed to pass the agreement in time, the government would default on its debt on June 5th.</p><p><p style=\"text-align: justify;\">On the evening of May 27th, US President Joe Biden and Republican leader McCarthy have reached an agreement in principle on raising the federal government's debt ceiling of $31.4 trillion. The media reported, citing people familiar with the matter,<strong>Negotiators on both sides agreed to raise the U.S. federal debt ceiling for two years, while cutting and limiting some government spending for two years, leaving non-defense spending nearly flat for two years</strong>, the agreement did not mention the budget cap after 2025, announcing that the specific bill would be sent to the House of Representatives for a vote on May 31.</p><p><p style=\"text-align: justify;\">The Council of Economic Advisers, a White House agency, estimates that if the U.S. debt defaults, the U.S. stock market will plummet 45%. According to Moody's estimates, if the U.S. debt defaults, the unemployment rate in the United States will soar by 5 percentage points, which means about 8 million Americans are unemployed. Meanwhile, governments subject to the debt ceiling will not be able to cope with the downturn through fiscal stimulus, leading to a deeper recession.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US debt default crisis: preliminary agreement reached, but alarm far from lifted</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\">\nUS debt default crisis: preliminary agreement reached, but alarm far from lifted\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-28 20:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Breaking through Congress is another \"vicious battle\".</strong><p style=\"text-align: justify;\">After weeks of intense negotiations, the two parties in the United States finally reached an \"agreement in principle\" on Saturday evening to resolve the U.S. debt ceiling. However, this agreement needs to be quickly passed by the US Congress before it can truly lift the \"alarm\" of this US debt default. And this will be another \"vicious battle\".</p><p><p style=\"text-align: justify;\">After the agreement was initially reached, Biden said it represented a \"compromise\" for him, while Republican House Speaker McCarthy said the agreement \"made historic cuts in spending\".</p><p><p style=\"text-align: justify;\">Looking back at this round of US debt ceiling game, it is not difficult to find that the contradiction between the two sides is that Republicans hope to reach an agreement to significantly reduce government expenditure while adjusting the debt ceiling; Democrats, on the other hand, insist on adjusting the debt ceiling relatively independently and are reluctant to make much of a concession on spending cuts.</p><p><p style=\"text-align: justify;\">Many analysts believe that the product of this compromise may not satisfy the more radical Republican lawmakers nor satisfy the left wing of the Democratic Party:</p><p>\"It is almost certain that the cuts in the package are both too mild to win the vote of hard-line conservatives and too harsh to win the vote of House radicals.\"<p style=\"text-align: justify;\">Therefore, many media commented that the prospects of the agreement in both the House and Senate may be \"bumpy\". CCTV News quoted the Washington Post as saying that it is a \"difficult task\" to pass an agreement in the current \"easily troubled and divided\" Congress in a short time.</p><p><p style=\"text-align: justify;\">According to the timetable given by McCarthy, the House of Representatives will vote next Wednesday (May 31) and then send it to the Senate for a session. The U.S. Treasury Department said on Friday that if the U.S. Congress fails to pass the agreement in time, the government will default on its debt on June 5.</p><p><p style=\"text-align: justify;\">Therefore, the U.S. Congress must successfully vote to pass the relevant bill before the \"X Date\" to avoid the U.S. default on its debt. If the two houses vote \"slightly differently\" next week, the potential risk of \"technical default\" of U.S. debt will far from disappear.</p><p><h2>\"Bipartisan cooperation\" is a must, and \"getting rid of the thorn\" is the key</h2><p style=\"text-align: justify;\">After the 2022 midterm elections, Democrats and Republicans control the U.S. Senate and House of Representatives, respectively, so the two parties must \"cooperate\" to possibly get the relevant bill passed in both chambers.</p><p><p style=\"text-align: justify;\">As mentioned earlier, though, the conflict between the two sides is that radical lawmakers in both parties may struggle to reach concessions on the bill, and senators from each party may find different reasons to oppose the bill — some far-right Republicans may think spending cuts are inadequate, while some Democratic left-wing politicians may feel they are conceding too much to Republicans.</p><p><p style=\"text-align: justify;\">Therefore, on the basis of \"bipartisan cooperation\" between Biden and McCarthy, whether these \"prickly\" lawmakers can be dealt with is the key to solving the problem.</p><p><p style=\"text-align: justify;\">White House officials have unofficially calculated that, in the event of losing a portion of the Republican vote,<strong>McCarthy could need as many as 100 Democratic votes to secure a 218 majority on the final debt ceiling deal — ensuring it can pass the House.</strong></p><p><p style=\"text-align: justify;\">It is worth mentioning that if the bill hits a serious block in the House, Democrats can also resort to a rarely used emergency tactic — a \"petition of release\" to vote on the debt ceiling in a \"clean\" adjustment that should have no strings attached. The parliamentary strategy, though, is even more remote — while Democrats support it, it needs to be persuaded enough Republican majorities to join or it won't succeed.</p><p><p style=\"text-align: justify;\">Moreover, Biden could try to invoke the untested legal theory of the 14th Amendment to the U.S. Constitution, which states that \"the validity of U.S. public debt…must not be challenged,\" thus clearing the way for him to authorize more borrowing. That could be immediately challenged in court, though.</p><p><p style=\"text-align: justify;\">If passed in the House of Representatives, the bill would go to the Senate.<strong>In the Senate, the bill needs the support of at least nine Republicans to garner 60 of 100 votes to keep the legislation moving.</strong></p><p><p style=\"text-align: justify;\">In the Democratic-controlled Senate, Majority Leader Chuck Schumer has full control over when the bill will go to a vote, media analysis said. However, individual senators can slow the process by insisting on procedural operations, including 30 hours of debate first on whether to begin debate and another 30 hours of debate on the bill itself.</p><p><p style=\"text-align: justify;\">And the Senate needs to pass the bill without changing the House bill. Otherwise, it would have to be beaten back to the House to restart a new round of voting.</p><p><p style=\"text-align: justify;\">It is worth mentioning that if there is a 50-50 tie in the Senate, Vice President Kamala Harris can vote to pass 51-50.</p><p><p style=\"text-align: justify;\">Only after it has been passed by both chambers can the deal go to the White House and be signed into law by Biden. Only by completing this legislation quickly can the \"alarm\" of this US debt default be successfully lifted.</p><p><h2>Timeline of this round of \"US Debt Ceiling Game\"</h2><p style=\"text-align: justify;\">On January 13, 2023, U.S. Treasury Secretary Yellen sent a letter to Congress saying that the U.S. will hit the statutory debt ceiling of $31.4 trillion on January 19 and that the Treasury Department will begin taking some \"extraordinary measures\" that cash and \"extraordinary measures\" may support through early June.</p><p><p style=\"text-align: justify;\">It is worth mentioning that it is not uncommon for U.S. debt to hit the upper limit, but this time the market panic is relatively rare. The reason may be related to the current extremely tight monetary policy in the United States, regional banking crisis and recession expectations. The frequent reminders of US Treasury Secretary Yellen further ignited this panic.</p><p><p style=\"text-align: justify;\">On January 13th, Yellen sent a letter to Congress to take \"extraordinary measures\" on January 19th; On April 25th, US Treasury Secretary Yellen delivered a speech, warning that there would be serious consequences if the ceiling of US debt was not resolved; On May 1 and May 15, Yellen sent letters to Congress formally warning of an earlier-than-expected default date; On May 27th, Yellen warned that if the U.S. Congress failed to pass the agreement in time, the government would default on its debt on June 5th.</p><p><p style=\"text-align: justify;\">On the evening of May 27th, US President Joe Biden and Republican leader McCarthy have reached an agreement in principle on raising the federal government's debt ceiling of $31.4 trillion. The media reported, citing people familiar with the matter,<strong>Negotiators on both sides agreed to raise the U.S. federal debt ceiling for two years, while cutting and limiting some government spending for two years, leaving non-defense spending nearly flat for two years</strong>, the agreement did not mention the budget cap after 2025, announcing that the specific bill would be sent to the House of Representatives for a vote on May 31.</p><p><p style=\"text-align: justify;\">The Council of Economic Advisers, a White House agency, estimates that if the U.S. debt defaults, the U.S. stock market will plummet 45%. According to Moody's estimates, if the U.S. debt defaults, the unemployment rate in the United States will soar by 5 percentage points, which means about 8 million Americans are unemployed. Meanwhile, governments subject to the debt ceiling will not be able to cope with the downturn through fiscal stimulus, leading to a deeper recession.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3689787\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3689787","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169636070","content_text":"闯关国会，又是一场“恶仗”。经过数周的激烈谈判，美国两党终于在周六晚间就解决美国债务上限问题达成“原则性协议”。不过，这份协议还需得到美国国会的快速通过，才能真正解除本次美债违约的“警报”。而这，又将是一场“恶仗”。在协议初步达成后，拜登表示，对他而言这代表了“妥协”，而共和党籍的众议院议长麦卡锡则表示，协议“在开支方面做了历史性的削减”。回顾本轮美债上限博弈，不难发现双方的矛盾点在于，共和党人希望在调整债务上限的同时，达成大幅削减政府开支的协议；而民主党人则坚持相对独立地调整债务上限，不愿在削减开支方面做出太大让步。不少分析认为，这份妥协的产物恐怕既无法满足共和党内立场更为激进的议员，又无法令民主党左翼感到满意：“几乎可以肯定的是，一揽子计划中的削减措施既过于温和，无法赢得强硬保守派的投票，又过于严厉，无法赢得众议院激进派的投票。”因此，不少媒体评论称，该协议在参众两院的前景可能都将“崎岖不平”。央视新闻援引《华盛顿邮报》评论称，短时间内在当前这个“容易陷入困境且分裂的”国会通过协议是一项“艰难的任务”。按麦卡锡给出的时间表，众议院将在下周三（5月31日）进行投票，随后送往参议院过会。而美国财政部本周五曾表示，如果美国国会不能及时通过协议，政府将会在6月5日出现债务违约。因此，美国国会必须成功在“X Date”前投票通过相关法案，才能避免美国出现债务违约。如果下周两院投票“稍有差池”，美债“技术性违约”的潜在风险就远远谈不上消失。“两党合作”是必须，“搞定刺头”是关键2022年中期选举后，民主党和共和党分别控制着美国会参议院和众议院，因此两党必须达成“合作”，才有可能使相关法案在两院都获得通过。不过，如前所述，双方的矛盾点在于，双方党内激进派议员可能很难就法案达成让步，来自每个党派的参议员可能会找到不同的理由反对该法案——部分极右翼共和党人可能会认为支出削减不够充分，而部分民主党左翼政客可能会觉得他们向共和党人让步太多。因此，在拜登和麦卡锡达成“两党合作”的基础上，能否搞定这些“刺头”议员，是解决问题的关键。据Politico此前报道，白宫官员曾非正式地计算过，在失去共和党一部分选票的情况下，麦卡锡可能需要获得多达100张民主党选票，才能以确保最终的债务上限协议取得218多数票——确保协议能够在众议院获得通过。值得一提的是，如果法案在众议院严重遇阻，民主党人还可以采取一种很少使用的紧急策略——“解除请愿书”，以“清洁”调整，不应该有附加条件的方式对债务上限进行投票。不过，这项议会策略更是希望渺茫——尽管民主党人支持这一做法，但需要说服足够多的共和党多数派加入，否则无法成功。此外，拜登可以尝试援引美国宪法第14修正案的未经检验的法律理论，该修正案规定“美国公共债务的有效性……不得被质疑”，从而为他授权更多借款扫清了道路。不过，这可能会立即在法庭上受到质疑。如果在众议院获得通过，该法案将提交参议院。在参议院，这项法案需要至少9名共和党人的支持，才能取得100票中的60票支持，从而继续推动立法。媒体分析称，在民主党控制的参议院，多数党领袖查克·舒默(Chuck Schumer)对该法案何时进行投票拥有完全控制权。但是，个别参议员可以通过坚持程序性操作来延缓这一进程，包括就是否开始辩论先进行30个小时的辩论，以及就法案本身再进行30个小时的辩论。而参议院需要在不改变众议院议案的情况下通过该法案。否则，它将不得不被打回众议院重新开始新一轮投票。值得一提的是，如果参议院出现50-50的平局，副总统卡玛拉·哈里斯可以投票以51-50通过。只有在参众两院都取得通过后，该协议方能提交白宫，由拜登签署成为法律。而只有快速完成这一立法，本次美债违约的“警报”才能顺利解除。本轮“美债上限博弈”时间线2023年1月13日，美国财政部长耶伦致信国会称，美国将在1月19日触及31.4万亿美元的法定债务上限，财政部将开始采取一些“非常措施”，现金和“非常措施”可能会支持到6月初。值得一提的是，美债触及上限并不罕见，但这次市场恐慌情绪之浓较为罕见。究其原因，可能和当前美国极其紧缩的货币政策、地区银行危机与衰退预期有关。而美财长耶伦的频频提醒，又进一步点燃了这一恐慌。1月13日耶伦致信国会将会在1月19日采取“非常措施”；4月25日，美财长耶伦发表演讲，警告美债上限不解决会产生严重后果；5月1日和5月15日，耶伦致信国会，正式警告违约日期比预期更早；5月27日，耶伦又警告称表示，如果美国国会不能及时通过协议，政府将会在6月5日出现债务违约。5月27日晚，美国总统拜登和国会共和党领袖麦卡锡已就提高联邦政府31.4万亿美元的债务上限达成原则性协议，媒体援引知情人士消息报道，双方谈判代表同意将美国联邦债务上限提高两年，同时将削减和限制两年内部分政府支出，非国防支出在2年内保持接近持平，协议中并未提及2025年后的预算上限，宣布具体法案于5月31日交由众议院表决。据白宫的一个机构经济顾问委员会估计，如果美债发生违约，美国股市将暴跌 45%。另据穆迪估计，若美债违约，那么美国失业率将飙升5个百分点，这意味着大约800万美国人失业。同时，受债务上限限制的政府将无法通过财政刺激应对经济低迷，从而导致更严重的衰退。","news_type":1,"symbols_score_info":{".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970504732,"gmtCreate":1684566630727,"gmtModify":1684566635129,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970504732","repostId":"1134825236","repostType":2,"repost":{"id":"1134825236","kind":"news","pubTimestamp":1684547417,"share":"https://ttm.financial/m/news/1134825236?lang=en_US&edition=fundamental","pubTime":"2023-05-20 09:50","market":"hk","language":"zh","title":"\"Extreme Game\"! U.S. debt ceiling talks 'end to no avail' on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134825236","media":"华尔街见闻","summary":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五","content":"<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress or scheduling further meetings. The debt ceiling impasse is reportedly focused on spending levels in 2024.<p style=\"text-align: justify;\">The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress or scheduling further meetings, Reuters reported.</p><p><p style=\"text-align: justify;\">Republican Rep. garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>\"We had a very, very candid discussion about where we are and how things need to go.\"<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time for the next meeting has not been set.</strong></p><p><p style=\"text-align: justify;\"><strong>He echoed the statement of House Speaker McCarthy, the leader of the US Republican Party, that progress needs to be made on changing the \"trajectory\" of the rapidly rising US government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">\"We have to spend less than we did last year,\" McCarthy said.</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Rep. Patrick McHenry, said McCarthy will be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither councillor mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">At the first meeting Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news rocked financial markets as the debt ceiling deadline approached.</p><p><h2>Focus controversy: Spending levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for higher caps.</p><p><p style=\"text-align: justify;\">The debt ceiling stalemate centers on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by media outlet Axios, Democratic Rep. Dusty Johnson said:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue to spend more money, and as long as that's their position, there's no way a deal can be reached.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy \"stuck with\" the GOP demand to limit discretionary spending to 2022 levels.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Extreme Game\"! U.S. debt ceiling talks 'end to no avail' on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Extreme Game\"! U.S. debt ceiling talks 'end to no avail' on Friday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-20 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress or scheduling further meetings. The debt ceiling impasse is reportedly focused on spending levels in 2024.<p style=\"text-align: justify;\">The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress or scheduling further meetings, Reuters reported.</p><p><p style=\"text-align: justify;\">Republican Rep. garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>\"We had a very, very candid discussion about where we are and how things need to go.\"<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time for the next meeting has not been set.</strong></p><p><p style=\"text-align: justify;\"><strong>He echoed the statement of House Speaker McCarthy, the leader of the US Republican Party, that progress needs to be made on changing the \"trajectory\" of the rapidly rising US government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">\"We have to spend less than we did last year,\" McCarthy said.</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Rep. Patrick McHenry, said McCarthy will be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither councillor mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">At the first meeting Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news rocked financial markets as the debt ceiling deadline approached.</p><p><h2>Focus controversy: Spending levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for higher caps.</p><p><p style=\"text-align: justify;\">The debt ceiling stalemate centers on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by media outlet Axios, Democratic Rep. Dusty Johnson said:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue to spend more money, and as long as that's their position, there's no way a deal can be reached.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy \"stuck with\" the GOP demand to limit discretionary spending to 2022 levels.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3689223\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92ece06f0d5f47ced3643ec6cfcc433e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3689223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134825236","content_text":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。共和党众议员格雷夫斯(garrett Graves)在国会大厦与白宫官员举行简短会晤后对记者说：“我们进行了非常、非常坦诚的讨论，讨论了我们的现状，讨论了事情需要如何发展。”“今晚不是一次谈判，”格雷夫斯说，并补充说，下一次会议的时间尚未确定。他赞同美国共和党领袖、众议院议长麦卡锡的说法，即需要在改变美国政府赤字支出和债务迅速上升的“轨迹”方面取得进展。麦卡锡说：“我们的支出必须比去年少。”另一位共和党谈判代表、众议员Patrick McHenry说，麦卡锡将听取有关谈判进展的简报。两位议员都没有提到任何进展。在周五早上的第一次会议上，麦卡锡的债务上限谈判代表与白宫代表的闭门会议开始后不久便突然离开。随着债务上限最后期限的临近，这一消息震动了金融市场。焦点争议：2024年的支出水平共和党人正在推动大幅削减开支，以换取提高上限。债务上限僵局集中在2024年的支出水平上。据媒体Axios此前报道，民主党众议员Dusty Johnson表示：“白宫想继续花更多的钱，只要这是他们的立场，就不可能达成协议。”Johnson说，麦卡锡“坚持”共和党要求将可自由支配的支出限制在2022年的水平。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970221105,"gmtCreate":1684496361408,"gmtModify":1684496365692,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970221105","repostId":"1143359729","repostType":2,"repost":{"id":"1143359729","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1684495206,"share":"https://ttm.financial/m/news/1143359729?lang=en_US&edition=fundamental","pubTime":"2023-05-19 19:20","market":"hk","language":"zh","title":"This week's bull and bear list of Hong Kong stocks | \"Turn over\" to become a major supplier. Apple concept stocks rose by nearly 12% throughout the week! Open music to bring goods Starry Sky Chinese rose to the top!","url":"https://stock-news.laohu8.com/highlight/detail?id=1143359729","media":"老虎資訊","summary":"總結恒指本周（5月15日-5月19日）跌176點或0.9%，並連跌兩周，科指全周挫1.35%，更連跌第七周。本週市值百億以上、日均成交千萬以上表現最好五隻股是 星空华文 、  零跑汽车 、  广深铁路","content":"<p><html><head></head><body>Summary The Hang Seng Index fell by 176 points or 0.9% this week (May 15th-May 19th), and it fell for two consecutive weeks. The KCI fell by 1.35% throughout the week, and it fell for the seventh consecutive week. The five best-performing stocks with a market value of more than 10 billion and an average daily turnover of more than 10 million this week are<a href=\"https://laohu8.com/S/06698\">Star Chinese</a>、<a href=\"https://laohu8.com/S/09863\">Leapmotor</a>、<a href=\"https://laohu8.com/S/00525\">Guangzhou-Shenzhen Railway Shares</a>、<a href=\"https://laohu8.com/S/01415\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00317\">CSSC Defence</a>。 The five most bearish performers are<a href=\"https://laohu8.com/S/06808\">Sun Art Retail</a>、<a href=\"https://laohu8.com/S/02007\">Country Garden</a>、<a href=\"https://laohu8.com/S/01121\">Jinyang New Energy</a>、<a href=\"https://laohu8.com/S/02602\">Everything Cloud</a>、<a href=\"https://laohu8.com/S/09969\">InnoCare</a>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fe6c81feef287f81d36043876ef8bdc\" tg-width=\"2000\" tg-height=\"2000\"/></p><p><strong>Starry Chinese rose more than 18% this week, and it is reported that the production team settled in Taobao Live</strong></p><p>A few days ago, Canxing Culture, the production team of Good Voice, settled in Taobao live broadcast, and started the singer's music-style delivery. It is reported that on the day of the broadcast of Good Voice Singing and Enjoying Good Things, the accumulated turnover was 10.9 million, and the accumulated number of viewers was 3.29 million.</p><p><strong>Leapmotor rose more than 13% this week, agencies expect the company's sales climbing to narrow losses</strong></p><p>Leapmotor announced its April new vehicle deliveries earlier this month. A total of 8,726 new cars were delivered during the month, representing a month-on-month increase of 41%, and C-series models accounted for more than 83%. CITIC Securities Research Report pointed out that the company's new orders will still start to drive the annual sales rebound in 23Q2. The bank is also optimistic that Zero Run will keep its gross loss controllable while its sales climb through a series of cost reduction measures and scale effects, and gradually narrow to close to breakeven.</p><p><strong>Guangzhou-Shenzhen Railway, Gaowei Electronics and CSSC Defense all rose by more than 11%</strong></p><p>Guangzhou-Shenzhen Railway Shares</p><p>Industrial Securities Research Report pointed out that the assets of Guangzhou-Shenzhen Railway are superior, connecting the two core cities of Shenzhen and Guangzhou. At the same time, it operates through trains through Hong Kong to fully enjoy the economic vitality of Austria-Hong Kong-Macao Greater Bay Area. Beginning in 2021, the Company opened more long-distance cross-line EMU trains, and realized interconnection with Jiangxi-Shenzhen Railway by the end of the year, thus increasing profit margin. In the future, the company is expected to enter the field of high-speed rail operation in an all-round way, and by then the company is expected to achieve Davis double click.</p><p>Gaowei Electronics</p><p>Earlier, Ming-Chi Guo, an analyst at Tianfeng International, said that both iPhone 16 Pro and Pro Max will be equipped with periscope lenses, and only Pro Max in iPhone 15 will be equipped; Cowell Electronics may be the supplier of the iPhone 16 periscope lens CCM; The first generation of Apple MR headset is likely to be released at WWDC in June, and the second generation will be mass-produced in 2025. Gaowei Electronics will be the main supplier of the second generation CCM.</p><p>CSSC Defence</p><p>\"CSSC\" is a listed company under China State Shipbuilding Corporation. Generally, it belongs to the military sector, and it also belongs to the manufacturing sector. CITIC Securities believes that at present, the military industry is in the triple bottom range of sector valuation, performance growth rate and fund allocation, and has significant investment value. With the new round of upward boom and capacity expansion, the industry is expected to return to the upward channel, and it is expected that the sector will have an inflection point in the late second quarter. It is recommended that the leading companies in subdivided tracks choose the target of \"high prosperity track, high proportion of military products and rapid performance growth\" first, and the target of \"low valuation and large marginal change\" second, focusing on the beneficiary targets of military trade and national reform.</p><p><strong>The number of employees behind the positive profit of Sun Art Retail Development Performance decreased by 14,000 and the labor cost decreased by over 300 million yuan</strong></p><p>On the evening of May 16, Sun Art Retail announced its performance report for the fiscal year 2023 ended March 31, 2023, with revenue of 83.662 billion yuan during the period, a year-on-year decrease of 5.1%. Profit attributable to owners of the company was 109 million yuan, compared with a loss of 739 million yuan in the same period of last year; Profit for the year was RMB78 million, compared with a loss of RMB826 million in the same period of last year, turning loss into profit.</p><p>The Group's gross profit was RMB20,581 million, representing a decrease of RMB892 million or approximately 4.2% from RMB21,473 million in the same period of last year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Among them, revenue from sales of goods was RMB80,535 million, representing a year-on-year decrease of 4.8%; Rental income was RMB3,127 million, representing a year-on-year decrease of 11.6%.</p><p>The Group's gross profit was RMB20,581 million, representing a decrease of RMB892 million or approximately 4.2% from RMB21,473 million in the same period of last year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Among them, revenue from sales of goods was RMB80,535 million, representing a year-on-year decrease of 4.8%; Rental income was RMB3,127 million, representing a year-on-year decrease of 11.6%.</p><p>Wang Guo, a senior retail expert, analyzed that the financial techniques adopted by many enterprises last year were to greatly improve the competitiveness of employees and encourage \"high-quality students to graduate.\"\"Layoffs and other measures have reduced labor costs, which has largely helped Sun Art Retail maintain a positive net profit despite the decline in revenue and gross profit.\"</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>This week's bull and bear list of Hong Kong stocks | \"Turn over\" to become a major supplier. Apple concept stocks rose by nearly 12% throughout the week! Open music to bring goods Starry Sky Chinese rose to the top!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis week's bull and bear list of Hong Kong stocks | \"Turn over\" to become a major supplier. Apple concept stocks rose by nearly 12% throughout the week! Open music to bring goods Starry Sky Chinese rose to the top!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time smaller\">2023-05-19 19:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary The Hang Seng Index fell by 176 points or 0.9% this week (May 15th-May 19th), and it fell for two consecutive weeks. The KCI fell by 1.35% throughout the week, and it fell for the seventh consecutive week. The five best-performing stocks with a market value of more than 10 billion and an average daily turnover of more than 10 million this week are<a href=\"https://laohu8.com/S/06698\">Star Chinese</a>、<a href=\"https://laohu8.com/S/09863\">Leapmotor</a>、<a href=\"https://laohu8.com/S/00525\">Guangzhou-Shenzhen Railway Shares</a>、<a href=\"https://laohu8.com/S/01415\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00317\">CSSC Defence</a>。 The five most bearish performers are<a href=\"https://laohu8.com/S/06808\">Sun Art Retail</a>、<a href=\"https://laohu8.com/S/02007\">Country Garden</a>、<a href=\"https://laohu8.com/S/01121\">Jinyang New Energy</a>、<a href=\"https://laohu8.com/S/02602\">Everything Cloud</a>、<a href=\"https://laohu8.com/S/09969\">InnoCare</a>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fe6c81feef287f81d36043876ef8bdc\" tg-width=\"2000\" tg-height=\"2000\"/></p><p><strong>Starry Chinese rose more than 18% this week, and it is reported that the production team settled in Taobao Live</strong></p><p>A few days ago, Canxing Culture, the production team of Good Voice, settled in Taobao live broadcast, and started the singer's music-style delivery. It is reported that on the day of the broadcast of Good Voice Singing and Enjoying Good Things, the accumulated turnover was 10.9 million, and the accumulated number of viewers was 3.29 million.</p><p><strong>Leapmotor rose more than 13% this week, agencies expect the company's sales climbing to narrow losses</strong></p><p>Leapmotor announced its April new vehicle deliveries earlier this month. A total of 8,726 new cars were delivered during the month, representing a month-on-month increase of 41%, and C-series models accounted for more than 83%. CITIC Securities Research Report pointed out that the company's new orders will still start to drive the annual sales rebound in 23Q2. The bank is also optimistic that Zero Run will keep its gross loss controllable while its sales climb through a series of cost reduction measures and scale effects, and gradually narrow to close to breakeven.</p><p><strong>Guangzhou-Shenzhen Railway, Gaowei Electronics and CSSC Defense all rose by more than 11%</strong></p><p>Guangzhou-Shenzhen Railway Shares</p><p>Industrial Securities Research Report pointed out that the assets of Guangzhou-Shenzhen Railway are superior, connecting the two core cities of Shenzhen and Guangzhou. At the same time, it operates through trains through Hong Kong to fully enjoy the economic vitality of Austria-Hong Kong-Macao Greater Bay Area. Beginning in 2021, the Company opened more long-distance cross-line EMU trains, and realized interconnection with Jiangxi-Shenzhen Railway by the end of the year, thus increasing profit margin. In the future, the company is expected to enter the field of high-speed rail operation in an all-round way, and by then the company is expected to achieve Davis double click.</p><p>Gaowei Electronics</p><p>Earlier, Ming-Chi Guo, an analyst at Tianfeng International, said that both iPhone 16 Pro and Pro Max will be equipped with periscope lenses, and only Pro Max in iPhone 15 will be equipped; Cowell Electronics may be the supplier of the iPhone 16 periscope lens CCM; The first generation of Apple MR headset is likely to be released at WWDC in June, and the second generation will be mass-produced in 2025. Gaowei Electronics will be the main supplier of the second generation CCM.</p><p>CSSC Defence</p><p>\"CSSC\" is a listed company under China State Shipbuilding Corporation. Generally, it belongs to the military sector, and it also belongs to the manufacturing sector. CITIC Securities believes that at present, the military industry is in the triple bottom range of sector valuation, performance growth rate and fund allocation, and has significant investment value. With the new round of upward boom and capacity expansion, the industry is expected to return to the upward channel, and it is expected that the sector will have an inflection point in the late second quarter. It is recommended that the leading companies in subdivided tracks choose the target of \"high prosperity track, high proportion of military products and rapid performance growth\" first, and the target of \"low valuation and large marginal change\" second, focusing on the beneficiary targets of military trade and national reform.</p><p><strong>The number of employees behind the positive profit of Sun Art Retail Development Performance decreased by 14,000 and the labor cost decreased by over 300 million yuan</strong></p><p>On the evening of May 16, Sun Art Retail announced its performance report for the fiscal year 2023 ended March 31, 2023, with revenue of 83.662 billion yuan during the period, a year-on-year decrease of 5.1%. Profit attributable to owners of the company was 109 million yuan, compared with a loss of 739 million yuan in the same period of last year; Profit for the year was RMB78 million, compared with a loss of RMB826 million in the same period of last year, turning loss into profit.</p><p>The Group's gross profit was RMB20,581 million, representing a decrease of RMB892 million or approximately 4.2% from RMB21,473 million in the same period of last year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Among them, revenue from sales of goods was RMB80,535 million, representing a year-on-year decrease of 4.8%; Rental income was RMB3,127 million, representing a year-on-year decrease of 11.6%.</p><p>The Group's gross profit was RMB20,581 million, representing a decrease of RMB892 million or approximately 4.2% from RMB21,473 million in the same period of last year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Among them, revenue from sales of goods was RMB80,535 million, representing a year-on-year decrease of 4.8%; Rental income was RMB3,127 million, representing a year-on-year decrease of 11.6%.</p><p>Wang Guo, a senior retail expert, analyzed that the financial techniques adopted by many enterprises last year were to greatly improve the competitiveness of employees and encourage \"high-quality students to graduate.\"\"Layoffs and other measures have reduced labor costs, which has largely helped Sun Art Retail maintain a positive net profit despite the decline in revenue and gross profit.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f229eb51e509024b692ab5c88351a26c","relate_stocks":{"02007":"碧桂园","00525":"广深铁路股份","01121":"金阳新能源","01415":"高伟电子","06808":"高鑫零售","06698":"星空华文","09863":"零跑汽车","02602":"万物云","09969":"诺诚健华","00317":"中船防务"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143359729","content_text":"總結恒指本周（5月15日-5月19日）跌176點或0.9%，並連跌兩周，科指全周挫1.35%，更連跌第七周。本週市值百億以上、日均成交千萬以上表現最好五隻股是 星空华文 、  零跑汽车 、  广深铁路股份  、  高伟电子 、  中船防务 。表現最熊的五隻股是  高鑫零售  、  碧桂园 、 金阳新能源 、 万物云 、  诺诚健华 。星空華文本週勁升逾18%，據悉製作團隊入駐淘寶直播日前，好聲音的製作團隊燦星文化入駐淘寶直播，開啟歌星音樂式帶貨。據悉，好聲音唱享好物開播當日，累計成交額1090萬，累計觀看人次329萬。零跑汽車本週升逾13% 機構料公司銷量爬升將收窄虧損零跑汽車於本月初公布4月新車交付量。當月共計交付新車8726臺，環比增長41%，C系列車型占比超83%。中信證券研報指出，公司新增訂單仍將在23Q2開始拉動全年銷量回升。該行也看好零跑通過一系列降本措施和規模效應在銷量爬升的同時保持毛虧損可控，並逐漸收窄至接近盈虧平衡。廣深鐵路股份、高偉電子、中船防務齊齊升逾11%廣深鐵路股份興業證券研報指出，廣深鐵路資產區位優越，連接深圳、廣州兩大核心城市，同時開行過港直通車，充分享受奧港澳大灣區的經濟活力。2021 年開始，公司增開長距離跨線動車組列車，且年底實現了和贛深鐵路互聯互通，利潤率提升。未來公司有望全面進軍高鐵運營領域，屆時公司有望實現戴維斯雙擊。高偉電子此前，天風國際分析師郭明錤稱，iPhone 16 Pro和Pro Max都將配潛望鏡頭，iPhone 15中只有Pro Max配；高偉電子可能是iPhone 16潛望鏡頭CCM的供應商；一代蘋果MR頭顯很可能6月的WWDC發布，二代將2025年量產，高偉電子將是二代CCM的主要供應商。中船防務「中船系」是中國船舶集團總公司旗下的上市公司。總體上歸屬於軍工板塊，而本身也屬於製造業板塊。中信建投證券認為，目前軍工行業處於板塊估值、業績增速以及資金配置三重底部區間，具備顯著投資價值，隨著新一輪的景氣上行和產能擴張，行業有望重回上升通道，預計二季度下旬板塊出現拐點。推薦細分賽道龍頭公司，首選「高景氣賽道、軍品占比高、業績增速快」的標的，次選「估值低分位，邊際變化大」的標的，同時重點關註軍貿、國改受益標的。高鑫零售發業績 正利潤背後員工減少14000名，人力成本下降超3億元5月16日晚，高鑫零售公布截至2023年3月31日的2023財年業績報告，期內收入836.62億元，按年下降5.1%。公司擁有人應占溢利為1.09億元，上年同期為虧損7.39億元；年內溢利為7800萬元，上年同期為虧損8.26億元，扭虧為盈。集團毛利為205.81億元，較上年同期的214.73億元減少8.92億元，降幅約4.2%。毛利減少是由於銷售貨品的收入及租金收入減少。其中，銷售貨品收入為805.35億元，同比下降4.8%；租金收入所得為31.27億元，同比下降11.6%。集團毛利為205.81億元，較上年同期的214.73億元減少8.92億元，降幅約4.2%。毛利減少是由於銷售貨品的收入及租金收入減少。其中，銷售貨品收入為805.35億元，同比下降4.8%；租金收入所得為31.27億元，同比下降11.6%。資深零售專家王國分析，去年很多企業采用的財技手法是大幅提高員工競爭力以及鼓勵「優質學員畢業」，「裁員等手段使得人力成本下降，這也在很大程度上促使高鑫零售在營收、毛利等下降的情況下，得以保持凈利潤為正。」","news_type":1,"symbols_score_info":{"09863":0.9,"02602":0.9,"09969":0.9,"06698":0.9,"02007":0.9,"00525":0.9,"01121":0.9,"06808":0.9,"01415":0.9,"00317":0.9}},"isVote":1,"tweetType":1,"viewCount":3432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970347584,"gmtCreate":1684078577348,"gmtModify":1684078581963,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970347584","repostId":"1154230640","repostType":2,"repost":{"id":"1154230640","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1684060454,"share":"https://ttm.financial/m/news/1154230640?lang=en_US&edition=fundamental","pubTime":"2023-05-14 18:34","market":"sh","language":"zh","title":"Buy it at 2800 and set it at 3400? Ninety percent of funds underperformed the broader market during the year. Who caught the bull market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154230640","media":"券商中国","summary":"大盘在涨，账户却在亏损！开年以来，上证指数上涨5.93%，更是一度冲上3400点，沪深300指数上涨1.71%，人工智能、中特估等热门概念股涨势喜人。然而，投资者们感受却颇有不同，亦有网友调侃，“大盘","content":"<p><html><head></head><body>The market is rising, but the account is losing money!</p><p><p style=\"text-align: justify;\">Since the beginning of the year, the Shanghai Composite Index has risen by 5.93%, once rushing to 3,400 points, and the Shanghai and Shenzhen 300 Index has risen by 1.71%. Popular concept stocks such as artificial intelligence and Zhongte Estimate have risen gratifyingly. However, investors' feelings are quite different, and some netizens ridiculed, \"The market is up so heartbreaking! Buy it at 2800 and set it at 3400!\".</p><p><p style=\"text-align: justify;\">Similarly, institutional investors failed to enjoy the \"win\" of 3,400 points. Insulated from the structural market, most funds don't perform as well as the market index, missing this round of market, and the performance of active equity funds is hardly optimistic.</p><p><p style=\"text-align: justify;\">Wind data shows that during the year, nearly 90% of active equity funds performed less than the Shanghai Composite Index, and nearly 60% of funds even suffered losses. However, fund products with good performance are sought after by the people and have received a large number of subscriptions. In order to maintain the sustainability of good performance, these scarce high-quality funds control the management scale through purchase restrictions.</p><p><strong>90% of funds underperformed during the year</strong></p><p><p style=\"text-align: justify;\">Public Offering of Fund's performance during the year significantly underperformed various market indexes. Wind data shows that as of May 14th, the partial stock hybrid fund index composed of more than 3,600 partial stock hybrid fund indexes (including C shares) has dropped by 3.25% this year.</p><p><p style=\"text-align: justify;\">Judging from the performance of Public Offering of Fund, it is not difficult to find that the overall profit-making effect of A-share investment this year is poor. Specifically, among the more than 4,200 active equity funds, more than 3,700 funds underperformed the Shanghai Composite Index, accounting for nearly 90%, of which more than 2,400 funds suffered losses, accounting for nearly 60%.</p><p><p style=\"text-align: justify;\">What depresses the holders is that when the Shanghai Composite Index stood at 3,400 points and reached a new high this year, many holders suffered obvious losses in their positions. As of May 10th, 16 active equity funds had suffered losses of more than 20% during the year, and more than 2,000 funds had even suffered losses for two consecutive years, among which many tens of billions of fund products had suffered losses of more than 20% for two consecutive years.</p><p><p style=\"text-align: justify;\">It is worth mentioning that, against the background of constant market fluctuations and large-scale losses in fund product performance, the number of Public Offering of Funds whose funds have expired and liquidated this year has reached 97, approaching the 100 mark, which is a historic small peak. Among them, equity funds have become the main force in liquidation, accounting for nearly 80%.</p><p><p style=\"text-align: justify;\">Insufficient size is a common reason for fund liquidation. Some professionals said that in recent years, the market situation is not good, and the performance and scale of mini funds are difficult to improve, and the input and output are low. Fund managers have accelerated the survival of the fittest in the industry by liquidating mini funds.</p><p><strong>Scarce high-quality funds restrict purchase and control scale</strong></p><p><p style=\"text-align: justify;\">Although the overall performance of Public Offering of Fund products is poor, there are still many funds that have resisted market fluctuations, stepped out of the independent trend, and continued to create value for holders.</p><p><p style=\"text-align: justify;\">According to the data of Wind, there were still 222 active equity funds with a performance increase of more than 10% during the year. For example, among the funds with large product scale, Dong Chen's Huatai Burui Fuli, Zhou Haidong's Chinese Business Advantage Industry, Hu Yibin's Huaan Media Internet and Xu Wenxing's China-Europe pension industry all performed well.</p><p><p style=\"text-align: justify;\"><strong>During the market shock period, the net value of many active equity funds reached record highs. For example, the net value of 29 funds established for more than one year, such as Fan Kun's domestic demand-driven AB, Jiang Cheng's Zhongtai dividend preferred for one year, and Yang Xinxin's ICBC Selected Balance, set a new record this month.</strong></p><p><p style=\"text-align: justify;\">In addition, during the market downturn, some well-known fund managers did the opposite and controlled the management scale through purchase restrictions. Since May, funds managed by Bao Wuke, Lin Yingrui, Zhou Zhishuo and Zhou Haidong have started the purchase restriction mode. Many of these funds have continuously lowered the purchase limit amount.</p><p><p style=\"text-align: justify;\">According to the announcement, Bao Wu's manageable Invesco Great Wall value marginal flexible allocation mix has been limited to 2 million yuan since May 5th. The new blue-chip stock of Jianxin Potential managed by Zhou Zhishuo has been limited to 10,000 yuan since May 4th. The new trend of Chinese businessmen managed by Zhou Haidong prefers flexible allocation of hybrid funds with a purchase limit of 300,000 yuan since May 4th.</p><p><p style=\"text-align: justify;\">During the market downturn, behind the fund purchase restriction is the holders'chase of high-quality funds. In the A-share market, the scarce high-quality funds attract a large number of holders to actively subscribe.</p><p><p style=\"text-align: justify;\">It is worth noting that when the A-share market fluctuates and adjusts, the inflow of funds is constantly accelerating. According to Wind data, as of May 10th, since May, the share of ETFs has increased by 24 billion shares, with a total share of 1.59 trillion shares and a total scale of 1.69 trillion yuan, of which the total share of equity ETFs has increased by 19.342 billion shares, with a continuous net inflow for four consecutive months.</p><p><strong>A-share market opportunities far outweigh risks</strong></p><p><p style=\"text-align: justify;\">The fund underperforms the index on a large scale, which is regarded as the ultimate interpretation of structural markets such as artificial intelligence and special estimation, and is not the normal state of the market. According to industry insiders, the opportunities in the medium-term dimension A-share market far outweigh the risks.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, the market trend has been greatly differentiated. Yang Delong, chief economist of Qianhai Kaiyuan, said that with the arrival of the market in May, the style of the market has begun to change, and investors have begun to pay attention to high-quality leading stocks with excellent performance. Consumption and new energy are expected to stop falling and rebound, taking over the baton of the market.</p><p><p style=\"text-align: justify;\">Deng Hequan, a senior strategist of China Merchants Fund, believes that at present, stocks are still in the window of long structure. Generally speaking, 2023 may be a process of rising the bottom and moving up the market center. Industries with adverse market performance in this round of adjustment are expected to become the main line of investment throughout the year. At present, investors' policy expectations and geopolitical expectations are not high and sufficient, so there is little room for index adjustment. Secondly, the emergence of risk events will still change the expected attitude, distribution and aggravate the wait-and-see sentiment. Therefore, stocks that avoid pure theme speculation will gradually transition to growth stocks with expected upward revision and low risk characteristics in the next stage.</p><p><p style=\"text-align: justify;\">As for the market outlook, Boshi Fund believes that as the rate hike of the Federal Reserve gradually comes to an end, the external liquidity pressure faced by A shares gradually eases. As far as the global equity market is concerned, the macro environment faced by A shares is relatively better; At present, the P/E of Shanghai Composite Index and GEM Index is below the median level in the past three years, and the overall valuation is relatively low, which still has good medium and long-term investment value.</p><p><p style=\"text-align: justify;\">In May, the stock market fluctuated as a whole. HSBC Jinxin said that structural opportunities appeared frequently and the valuation of the value sector was repaired. At present, the economic expectation is gradually repaired, the valuation is still at a relatively low level, and the medium and long-term fund allocation is in a good range. With the repair of the valuation of low-valuation sectors, the market style may be more balanced.</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>Buy it at 2800 and set it at 3400? Ninety percent of funds underperformed the broader market during the year. Who caught the bull market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy it at 2800 and set it at 3400? Ninety percent of funds underperformed the broader market during the year. Who caught the bull market?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2023-05-14 18:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The market is rising, but the account is losing money!</p><p><p style=\"text-align: justify;\">Since the beginning of the year, the Shanghai Composite Index has risen by 5.93%, once rushing to 3,400 points, and the Shanghai and Shenzhen 300 Index has risen by 1.71%. Popular concept stocks such as artificial intelligence and Zhongte Estimate have risen gratifyingly. However, investors' feelings are quite different, and some netizens ridiculed, \"The market is up so heartbreaking! Buy it at 2800 and set it at 3400!\".</p><p><p style=\"text-align: justify;\">Similarly, institutional investors failed to enjoy the \"win\" of 3,400 points. Insulated from the structural market, most funds don't perform as well as the market index, missing this round of market, and the performance of active equity funds is hardly optimistic.</p><p><p style=\"text-align: justify;\">Wind data shows that during the year, nearly 90% of active equity funds performed less than the Shanghai Composite Index, and nearly 60% of funds even suffered losses. However, fund products with good performance are sought after by the people and have received a large number of subscriptions. In order to maintain the sustainability of good performance, these scarce high-quality funds control the management scale through purchase restrictions.</p><p><strong>90% of funds underperformed during the year</strong></p><p><p style=\"text-align: justify;\">Public Offering of Fund's performance during the year significantly underperformed various market indexes. Wind data shows that as of May 14th, the partial stock hybrid fund index composed of more than 3,600 partial stock hybrid fund indexes (including C shares) has dropped by 3.25% this year.</p><p><p style=\"text-align: justify;\">Judging from the performance of Public Offering of Fund, it is not difficult to find that the overall profit-making effect of A-share investment this year is poor. Specifically, among the more than 4,200 active equity funds, more than 3,700 funds underperformed the Shanghai Composite Index, accounting for nearly 90%, of which more than 2,400 funds suffered losses, accounting for nearly 60%.</p><p><p style=\"text-align: justify;\">What depresses the holders is that when the Shanghai Composite Index stood at 3,400 points and reached a new high this year, many holders suffered obvious losses in their positions. As of May 10th, 16 active equity funds had suffered losses of more than 20% during the year, and more than 2,000 funds had even suffered losses for two consecutive years, among which many tens of billions of fund products had suffered losses of more than 20% for two consecutive years.</p><p><p style=\"text-align: justify;\">It is worth mentioning that, against the background of constant market fluctuations and large-scale losses in fund product performance, the number of Public Offering of Funds whose funds have expired and liquidated this year has reached 97, approaching the 100 mark, which is a historic small peak. Among them, equity funds have become the main force in liquidation, accounting for nearly 80%.</p><p><p style=\"text-align: justify;\">Insufficient size is a common reason for fund liquidation. Some professionals said that in recent years, the market situation is not good, and the performance and scale of mini funds are difficult to improve, and the input and output are low. Fund managers have accelerated the survival of the fittest in the industry by liquidating mini funds.</p><p><strong>Scarce high-quality funds restrict purchase and control scale</strong></p><p><p style=\"text-align: justify;\">Although the overall performance of Public Offering of Fund products is poor, there are still many funds that have resisted market fluctuations, stepped out of the independent trend, and continued to create value for holders.</p><p><p style=\"text-align: justify;\">According to the data of Wind, there were still 222 active equity funds with a performance increase of more than 10% during the year. For example, among the funds with large product scale, Dong Chen's Huatai Burui Fuli, Zhou Haidong's Chinese Business Advantage Industry, Hu Yibin's Huaan Media Internet and Xu Wenxing's China-Europe pension industry all performed well.</p><p><p style=\"text-align: justify;\"><strong>During the market shock period, the net value of many active equity funds reached record highs. For example, the net value of 29 funds established for more than one year, such as Fan Kun's domestic demand-driven AB, Jiang Cheng's Zhongtai dividend preferred for one year, and Yang Xinxin's ICBC Selected Balance, set a new record this month.</strong></p><p><p style=\"text-align: justify;\">In addition, during the market downturn, some well-known fund managers did the opposite and controlled the management scale through purchase restrictions. Since May, funds managed by Bao Wuke, Lin Yingrui, Zhou Zhishuo and Zhou Haidong have started the purchase restriction mode. Many of these funds have continuously lowered the purchase limit amount.</p><p><p style=\"text-align: justify;\">According to the announcement, Bao Wu's manageable Invesco Great Wall value marginal flexible allocation mix has been limited to 2 million yuan since May 5th. The new blue-chip stock of Jianxin Potential managed by Zhou Zhishuo has been limited to 10,000 yuan since May 4th. The new trend of Chinese businessmen managed by Zhou Haidong prefers flexible allocation of hybrid funds with a purchase limit of 300,000 yuan since May 4th.</p><p><p style=\"text-align: justify;\">During the market downturn, behind the fund purchase restriction is the holders'chase of high-quality funds. In the A-share market, the scarce high-quality funds attract a large number of holders to actively subscribe.</p><p><p style=\"text-align: justify;\">It is worth noting that when the A-share market fluctuates and adjusts, the inflow of funds is constantly accelerating. According to Wind data, as of May 10th, since May, the share of ETFs has increased by 24 billion shares, with a total share of 1.59 trillion shares and a total scale of 1.69 trillion yuan, of which the total share of equity ETFs has increased by 19.342 billion shares, with a continuous net inflow for four consecutive months.</p><p><strong>A-share market opportunities far outweigh risks</strong></p><p><p style=\"text-align: justify;\">The fund underperforms the index on a large scale, which is regarded as the ultimate interpretation of structural markets such as artificial intelligence and special estimation, and is not the normal state of the market. According to industry insiders, the opportunities in the medium-term dimension A-share market far outweigh the risks.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, the market trend has been greatly differentiated. Yang Delong, chief economist of Qianhai Kaiyuan, said that with the arrival of the market in May, the style of the market has begun to change, and investors have begun to pay attention to high-quality leading stocks with excellent performance. Consumption and new energy are expected to stop falling and rebound, taking over the baton of the market.</p><p><p style=\"text-align: justify;\">Deng Hequan, a senior strategist of China Merchants Fund, believes that at present, stocks are still in the window of long structure. Generally speaking, 2023 may be a process of rising the bottom and moving up the market center. Industries with adverse market performance in this round of adjustment are expected to become the main line of investment throughout the year. At present, investors' policy expectations and geopolitical expectations are not high and sufficient, so there is little room for index adjustment. Secondly, the emergence of risk events will still change the expected attitude, distribution and aggravate the wait-and-see sentiment. Therefore, stocks that avoid pure theme speculation will gradually transition to growth stocks with expected upward revision and low risk characteristics in the next stage.</p><p><p style=\"text-align: justify;\">As for the market outlook, Boshi Fund believes that as the rate hike of the Federal Reserve gradually comes to an end, the external liquidity pressure faced by A shares gradually eases. As far as the global equity market is concerned, the macro environment faced by A shares is relatively better; At present, the P/E of Shanghai Composite Index and GEM Index is below the median level in the past three years, and the overall valuation is relatively low, which still has good medium and long-term investment value.</p><p><p style=\"text-align: justify;\">In May, the stock market fluctuated as a whole. HSBC Jinxin said that structural opportunities appeared frequently and the valuation of the value sector was repaired. At present, the economic expectation is gradually repaired, the valuation is still at a relatively low level, and the medium and long-term fund allocation is in a good range. With the repair of the valuation of low-valuation sectors, the market style may be more balanced.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154230640","content_text":"大盘在涨，账户却在亏损！开年以来，上证指数上涨5.93%，更是一度冲上3400点，沪深300指数上涨1.71%，人工智能、中特估等热门概念股涨势喜人。然而，投资者们感受却颇有不同，亦有网友调侃，“大盘涨得让人心痛！买在2800，套在3400！”。同样，机构投资者也未能享受到3400点的“胜利”。与结构性行情绝缘，大多数基金表现不及大盘指数，错失本轮行情，主动权益基金业绩难言乐观。Wind数据显示，年内近九成主动权益基金业绩不及上证指数，近六成基金业绩甚至出现亏损。不过，业绩表现好的基金产品受到基民追捧，获得大量申购，为了保持良好业绩的持续性，这些稀缺的绩优基金则通过限购控制管理规模。年内九成基金跑输大盘公募基金年内业绩大幅跑输各类大盘指数。Wind数据显示，截至5月14日，由3600余只偏股混合型基金指数（含C份额）构成的偏股混合型基金指数今年以来下跌3.25%。从公募基金业绩表现来看，不难发现，今年A股投资整体赚钱效应较差。具体来看，4200余只主动权益基金中，3700余只基金跑输上证指数，占比近九成，其中2400余只基金业绩亏损，占比近六成。让持有人郁闷的是，在上证指数站上3400点、创下年内新高时，不少持有人持仓亏损明显，截至5月10日，已有16只主动权益基金年内亏损超20%，2000余只基金甚至已经连续2年亏损，其中不乏百亿基金产品连续2年亏损超20%。值得一提的是，在市场不断波动、基金产品业绩出现大面积亏损的背景下，今年以来基金到期清盘的公募基金数量达到97只，逼近百只关口，为历史性小高峰，其中，权益类基金成为清盘主力军，占比近八成。规模不足是基金清盘常见的原因。有专业人士表示，近年市场行情不佳，迷你基金业绩、规模都很难有起色，投入产出较低，基金管理人通过清盘迷你基金加速行业优胜劣汰。稀缺绩优基金限购控规模虽然公募基金产品整体业绩表现不佳，不过仍有不少基金抵御住市场波动，走出独立走势，为持有人持续创造价值。Wind数据显示，年内仍有222只主动权益基金业绩涨幅超10%，如产品规模较大的基金中，董辰的华泰伯瑞富利、周海栋的华商优势行业、胡宜斌的华安媒体互联网、许文星的中欧养老产业均有不错业绩表现。市场震荡期，也有不少主动权益基金净值屡创新高，如范琨的融通内需驱动AB、姜诚的中泰红利优选一年持有、杨鑫鑫的工银精选平衡等29只成立一年以上的基金净值在本月刷新历史最高纪录。此外，在市场低迷期，一些绩优知名基金经理反其道而为之，通过限购控制管理规模。5月份以来，鲍无可、林英睿、周智硕和周海栋等管理的基金纷纷开启限购模式。其中不少基金不断下调限购金额。公告显示，鲍无可管理的景顺长城价值边际灵活配置混合自5月5日起，限购200万元。周智硕管理的建信潜力新蓝筹股票自5月4日起，限购1万元。周海栋管理的华商新趋势优选灵活配置混合基金自5月4日起限购30万元。市场低迷期，基金限购的背后则是持有人对绩优基金的追逐。在A股市场持续震荡，稀缺的绩优基金吸引大量持有人积极申购。值得注意的是，在A股市场震荡调整时，不断有资金在加速流入。Wind数据显示，截至5月10日，5月以来，ETF份额增加240亿份，总份额达到1.59万亿份，总规模达到1.69万亿元，其中股票型ETF总份额增长193.42亿份，连续4个月持续净流入。A股市场机会远大于风险基金大面积跑输指数，被认为是人工智能、中特估等结构性行情的极致演绎，并非市场常态。业内人士表示，中期维度A股市场机会远大于风险。今年以来市场的走势出现了比较大的分化，前海开源首席经济学家杨德龙表示，随着5月份行情的到来，市场的风格已经开始有所切换，投资者开始关注业绩优良的优质龙头股，消费、新能源有望止跌回升，接过行情的接力棒。招商基金资深策略分析师邓和权认为，目前股票仍处在结构做多的窗口，总体来看2023年或是一个底部抬升、市场中枢上移的过程。本轮调整中有逆市表现的行业或有望成为全年投资主线。当下投资者对政策预期、地缘预期均不高且较充分，因此指数调整空间不大。其次，风险事件的出现仍然会改变预期的态度、分布与加剧观望情绪。因此回避纯主题炒作的股票，下一阶段的机会或将逐渐过渡到预期有望上修、风险特征不高的成长股。对于后市，博时基金认为，随着美联储加息逐步进入尾声，A股面临的外围流动性压力逐步缓和，就全球权益市场来看，A股面临的宏观环境相对更优；且当前沪指与创业板指的市盈率处于近三年中位数以下水平，整体估值相对较低，依然具有不错的中长期投资价值。5月股市整体震荡，汇丰晋信表示，结构性机会频出，价值板块估值修复。目前经济预期逐步修复，估值仍在相对低位，中长期资金配置较好区间。伴随低估值板块估值修复，市场风格或将更加均衡。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947268426,"gmtCreate":1683200983965,"gmtModify":1683200988584,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947268426","repostId":"1185922715","repostType":2,"repost":{"id":"1185922715","kind":"news","pubTimestamp":1683200165,"share":"https://ttm.financial/m/news/1185922715?lang=en_US&edition=fundamental","pubTime":"2023-05-04 19:36","market":"us","language":"zh","title":"Not by \"moat\" alone! Buffett also has a big investment \"trick\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1185922715","media":"华尔街见闻","summary":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特","content":"<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Investment Spring Festival Gala\" and Berkshire Hathaway shareholders' meeting will be held on Saturday. At this time, ordinary investors will ask their soul again:</p><p><p style=\"text-align: justify;\">Why is Buffett's stock picking so successful?</p><p><p style=\"text-align: justify;\">To this question, the Wall Street Journal has summarized two answers.</p><p><p style=\"text-align: justify;\">According to the newspaper's article published Wednesday, one answer is unknown, namely Buffett's masterful ability to pick quality companies, and the other is far less remarkable-favouring dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Notice,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to an analysis of the company's announcements by Dow Jones Market Data,<strong>Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings,<strong>Chevron has increased its payout for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire will receive more than $700 million each from Coca-Cola, Apple and Bank of America, more than $500 million from Kraft Heinz and about $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"That's what he likes: dividends and buybacks,\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said Finkle wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Buffet's adept at picking companies that have stood the test of time and improved their Dividend in many economic cycles, Finkle said. Over time, this both increases the value of Berkshire's equity portfolio and expands the company's ample cash reserves that can be used for its own business, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire's most recent earnings report, the company ended 2022 with $128.6 billion in cash and cash equivalents.</p><p><p style=\"text-align: justify;\">Finkle said favoring dividend-paying stocks was not Buffett's \"secret weapon\", but it was part of it.</p><p><p style=\"text-align: justify;\">Take Buffett's favorite Coca-Cola, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway paid $1.3 billion for about 400 million shares of Coca-Cola it currently holds, and received $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>That nearly tenfolded to $704 million in 2022, while the market value of Berkshire's stake in Coca-Cola has soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders released earlier this year,<strong>Dividend grows every year and is as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his shareholder letter:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend check.<p style=\"text-align: justify;\">Buffet and Munger expect that Coca-Cola will continue to improve its Dividend in the future. Coca-Cola said in February that it had approved a 61st consecutive increase in its annual Dividend.</p><p><p style=\"text-align: justify;\">That is to say, according to Finkle, Buffett's \"secret weapon\" of stock picking is actually \"picking high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">The use of this \"secret weapon\" on American Express has achieved similar returns for Berkshire.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion purchase of American Express shares in 1995, and received $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from phenomenal,\" Buffet said in his letter. \"But what's important is that they've brought the share price up.\"</p><p><p style=\"text-align: justify;\">Generally speaking, investors tend to reinvest dividends into original stocks, but Berkshire has not reinvested dividends from Coca-Cola and American Express into these two stocks, and the higher shareholding ratio is due to the companies' share buybacks over the years.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire hasn't overweighed Coca-Cola and American Express shares since the 1990s, and some speculate that may be because he hates overpaying for investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire shareholders, Buffett said:</p><p>For investors, buying shares in an excellent company at an exorbitant price could offset the impact of the ensuing decade of favorable business development.<p style=\"text-align: justify;\">It is worth noting that Dividend, while able to provide steady income like bonds, still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company has a tight cash flow, it can cut or even suspend its dividend payments, and the suspension tends to cause the stock price to fall because investors often see it as a sign of a major financial crisis. Separately, when investors choose more expensive growth stocks, their Dividend also tend to underperform.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not by \"moat\" alone! Buffett also has a big investment \"trick\"</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\">\nNot by \"moat\" alone! Buffett also has a big investment \"trick\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-04 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Investment Spring Festival Gala\" and Berkshire Hathaway shareholders' meeting will be held on Saturday. At this time, ordinary investors will ask their soul again:</p><p><p style=\"text-align: justify;\">Why is Buffett's stock picking so successful?</p><p><p style=\"text-align: justify;\">To this question, the Wall Street Journal has summarized two answers.</p><p><p style=\"text-align: justify;\">According to the newspaper's article published Wednesday, one answer is unknown, namely Buffett's masterful ability to pick quality companies, and the other is far less remarkable-favouring dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Notice,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to an analysis of the company's announcements by Dow Jones Market Data,<strong>Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings,<strong>Chevron has increased its payout for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire will receive more than $700 million each from Coca-Cola, Apple and Bank of America, more than $500 million from Kraft Heinz and about $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"That's what he likes: dividends and buybacks,\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said Finkle wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Buffet's adept at picking companies that have stood the test of time and improved their Dividend in many economic cycles, Finkle said. Over time, this both increases the value of Berkshire's equity portfolio and expands the company's ample cash reserves that can be used for its own business, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire's most recent earnings report, the company ended 2022 with $128.6 billion in cash and cash equivalents.</p><p><p style=\"text-align: justify;\">Finkle said favoring dividend-paying stocks was not Buffett's \"secret weapon\", but it was part of it.</p><p><p style=\"text-align: justify;\">Take Buffett's favorite Coca-Cola, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway paid $1.3 billion for about 400 million shares of Coca-Cola it currently holds, and received $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>That nearly tenfolded to $704 million in 2022, while the market value of Berkshire's stake in Coca-Cola has soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders released earlier this year,<strong>Dividend grows every year and is as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his shareholder letter:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend check.<p style=\"text-align: justify;\">Buffet and Munger expect that Coca-Cola will continue to improve its Dividend in the future. Coca-Cola said in February that it had approved a 61st consecutive increase in its annual Dividend.</p><p><p style=\"text-align: justify;\">That is to say, according to Finkle, Buffett's \"secret weapon\" of stock picking is actually \"picking high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">The use of this \"secret weapon\" on American Express has achieved similar returns for Berkshire.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion purchase of American Express shares in 1995, and received $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from phenomenal,\" Buffet said in his letter. \"But what's important is that they've brought the share price up.\"</p><p><p style=\"text-align: justify;\">Generally speaking, investors tend to reinvest dividends into original stocks, but Berkshire has not reinvested dividends from Coca-Cola and American Express into these two stocks, and the higher shareholding ratio is due to the companies' share buybacks over the years.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire hasn't overweighed Coca-Cola and American Express shares since the 1990s, and some speculate that may be because he hates overpaying for investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire shareholders, Buffett said:</p><p>For investors, buying shares in an excellent company at an exorbitant price could offset the impact of the ensuing decade of favorable business development.<p style=\"text-align: justify;\">It is worth noting that Dividend, while able to provide steady income like bonds, still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company has a tight cash flow, it can cut or even suspend its dividend payments, and the suspension tends to cause the stock price to fall because investors often see it as a sign of a major financial crisis. Separately, when investors choose more expensive growth stocks, their Dividend also tend to underperform.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687974\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3687974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185922715","content_text":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特的选股为什么会如此成功？对于这个问题，《华尔街日报》总结了两个答案。根据该报周三发布的文章，其中一个答案无人不晓，即巴菲特出神入化的挑选优质公司的能力，另外一个则不起眼得多——青睐派息股。注意，巴菲特投资的大多数公司都派息。根据Dow Jones Market Data对公司公告的分析，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。其中近五分之一将来自伯克希尔最大持股之一的雪佛龙，雪佛龙已连续36年增加派息。另外，道琼斯市场数据显示，伯克希尔还将从可口可乐、苹果和美国银行各拿到逾7亿美元，从卡夫亨氏公司拿到逾5亿美元，从美国运通公司拿到约3.63亿美元。 “这就是他喜欢的：派息和回购，”贡萨加大学创业学教授Todd Finkle说，Finkle曾写过一本关于巴菲特职业生涯的书。Finkle说，巴菲特擅长挑选在许多经济周期中经受住时间考验并提高股息的公司。随着时间推移，这既增加了伯克希尔股票投资组合的价值，也扩大了公司能够用于自身业务以及收购和股票回购的充足现金储备。根据伯克希尔最近的财报，公司到2022年年底拥有1286亿美元的现金和现金等价物。Finkle表示，青睐派息股并非巴菲特的“秘密武器”，但确是其中一部分。拿巴菲特最爱的可口可乐举例。1994年，伯克希尔·哈撒韦以13亿美元买入其目前持有的大约4亿股可口可乐股份，当年就获得了7500万美元的现金股息。2022年，这一数字翻了近十倍至7.04亿美元，而伯克希尔持有的可口可乐股份市值也已飙升至250亿美元。巴菲特在今年早些时候发布的年度致股东信中称，股息每年都会增长，就像生日一样确定无疑。巴菲特在股东信中表示：我和查理（芒格）要做的只是兑现可口可乐的季度股息支票。巴菲特和芒格预计，可口可乐未来将继续提高股息。可口可乐2月份表示，已批准连续第61次提高年度股息。也就是说，按照Finkle的说法，巴菲特选股的“秘密武器”其实是“挑选优质公司+派息股”。该“秘密武器”用在美国运通公司身上也为伯克希尔实现了类似的回报。伯克希尔1995年完成了以13亿美元买入美国运通股份的绝大部分交易，并在当年获得了4100万美元的股息。去年，伯克希尔所持美国运通股份价值为220亿美元，并从后者获得了3.02亿美元的股息。“这些股息收益固然令人满意，却远谈不上惊人，”巴菲特在他的信中表示。“但重要的是它们带来了股价的上涨。”一般来说，投资者倾向于将分红重新投资到原股票上，但伯克希尔并没有将可口可乐和美国运通的分红重新投资到这两只股票中，持股比例升高则是因为两家公司多年以来的股票回购。事实上，伯克希尔自1990年代以来就没有加码可口可乐和美国运通股票，有人推测，这可能是因为他讨厌为投资支付过高的价格。巴菲特在1983年写给伯克希尔股东的信中说：对于投资者来说，以过高的价格购买一家优秀公司的股票，可能会抵消随后十年有利的业务发展所产生的影响。值得注意的是，股息虽然能够像债券一样提供稳定的收入，但仍存在风险。比如，如果一家公司现金流紧张，它可以削减甚至是暂停派息，而暂停派息又往往会导致股价下跌，因为投资者经常其视为公司出现重大财务危机的信号。另外，当投资者选择较昂贵的成长股时，其股息也往往表现不佳。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":3040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947648813,"gmtCreate":1683116500033,"gmtModify":1683116505420,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947648813","repostId":"1166168941","repostType":2,"repost":{"id":"1166168941","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":1683116159,"share":"https://ttm.financial/m/news/1166168941?lang=en_US&edition=fundamental","pubTime":"2023-05-03 20:15","market":"other","language":"zh","title":"U.S. ADP employment was 296,000 in April, biggest increase since July 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1166168941","media":"老虎资讯综合","summary":"5月3日，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。ADP报告：4月金融服务业就业人数减少2.8万人，3月减少5.1万人；4月贸易/运输/","content":"<p><html><head></head><body>On May 3, U.S. April ADP employment was 296,000, the largest increase since July 2022; It is expected to be 148,000, compared with the previous value of 145,000.</p><p>ADP Report: Employment in financial services decreased by 28,000 in April and 51,000 in March;</p><p>The median annual wage growth rate of trade/transportation/utility employees was 6.6% in April and 7.0% in March;</p><p>The median annual salary growth rate of employees in the construction industry was 6.9% in April and 7.0% in March;</p><p>The median annual salary growth rate of professional/commercial service employees was 6.3% in April and 6.4% in March;</p><p>The median annual wage growth rate of manufacturing employees was 6.2% in April and 6.5% in March;</p><p>The median annual wage growth rate of employees in the financial services industry was 6.7% in April and 6.8% in March.</p><p>After the data was released, the short-term fluctuation of U.S. stock futures was small, and the Nasdaq 100 index futures maintained an increase of about 0.3%. the US Dollar Index pulled up more than 10 points in the short term and is now at 101.67. Spot gold fell about $2 in the short term and is now trading at $2013.50/oz.</p><p><strong>Agency evaluation of ADP employment in the United States:</strong>Private U.S. businesses added 296,000 jobs in April, indicating a hiring boom despite a sharp slowdown in wage growth for people changing jobs.</p><p><strong>Nela Richardson, chief economist at ADP:</strong>The slowdown in wage growth gives the clearest signal of current labor market conditions, with employers reining in wage growth while hiring heavily. Our data also shows that fewer people are changing jobs.</p><p><strong>Forexlive, a financial website, commented on the ADP data of the United States in April:</strong>That's a strong number and underscores why the Fed's job is so tough. They can't reasonably raise wages without undermining the banking system, but the addition of nearly 300,000 jobs shows that the pressure on wage growth hasn't gone away.</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>U.S. ADP employment was 296,000 in April, biggest increase since July 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. ADP employment was 296,000 in April, biggest increase since July 2022\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-03 20:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 3, U.S. April ADP employment was 296,000, the largest increase since July 2022; It is expected to be 148,000, compared with the previous value of 145,000.</p><p>ADP Report: Employment in financial services decreased by 28,000 in April and 51,000 in March;</p><p>The median annual wage growth rate of trade/transportation/utility employees was 6.6% in April and 7.0% in March;</p><p>The median annual salary growth rate of employees in the construction industry was 6.9% in April and 7.0% in March;</p><p>The median annual salary growth rate of professional/commercial service employees was 6.3% in April and 6.4% in March;</p><p>The median annual wage growth rate of manufacturing employees was 6.2% in April and 6.5% in March;</p><p>The median annual wage growth rate of employees in the financial services industry was 6.7% in April and 6.8% in March.</p><p>After the data was released, the short-term fluctuation of U.S. stock futures was small, and the Nasdaq 100 index futures maintained an increase of about 0.3%. the US Dollar Index pulled up more than 10 points in the short term and is now at 101.67. Spot gold fell about $2 in the short term and is now trading at $2013.50/oz.</p><p><strong>Agency evaluation of ADP employment in the United States:</strong>Private U.S. businesses added 296,000 jobs in April, indicating a hiring boom despite a sharp slowdown in wage growth for people changing jobs.</p><p><strong>Nela Richardson, chief economist at ADP:</strong>The slowdown in wage growth gives the clearest signal of current labor market conditions, with employers reining in wage growth while hiring heavily. Our data also shows that fewer people are changing jobs.</p><p><strong>Forexlive, a financial website, commented on the ADP data of the United States in April:</strong>That's a strong number and underscores why the Fed's job is so tough. They can't reasonably raise wages without undermining the banking system, but the addition of nearly 300,000 jobs shows that the pressure on wage growth hasn't gone away.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166168941","content_text":"5月3日，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。ADP报告：4月金融服务业就业人数减少2.8万人，3月减少5.1万人；4月贸易/运输/公用事业就业人员薪资增速年率中值为6.6%，3月为7.0%；4月建筑业就业人员薪资增速年率中值为6.9%，3月为7.0%；4月专业/商业服务就业人员薪资增速年率中值为6.3%，3月为6.4%；4月制造业就业人员薪资增速年率中值为6.2%，3月为6.5%；4月金融服务业就业人员薪资增速年率中值为6.7%，3月为6.8%。数据公布后，美股期货短线波动不大，纳斯达克100指数期货维持约0.3%的涨幅。美元指数短线拉升逾10点，现报101.67。现货黄金短线走低约2美元，现报2013.50美元/盎司。机构评美国ADP就业人数：美国私营企业4月份增加了29.6万个就业岗位，表明尽管换工作的人的工资增长大幅放缓，但仍出现了招聘热潮。ADP首席经济学家Nela Richardson：薪资增长放缓给出了当前劳动力市场状况的最清晰信号，雇主们在大举招聘的同时，也在控制薪资增长。我们的数据还显示，换工作的人越来越少。财经网站Forexlive评美国4月ADP数据：这是一个强劲的数字，也突显出美联储的工作为何如此艰难。他们不可能在不破坏银行体系的情况下合理地提高工资，但增加了近30万个工作岗位表明，工资增长的压力并没有消失。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947810362,"gmtCreate":1682859464557,"gmtModify":1682859468937,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947810362","repostId":"2331122664","repostType":2,"repost":{"id":"2331122664","kind":"highlight","pubTimestamp":1682828286,"share":"https://ttm.financial/m/news/2331122664?lang=en_US&edition=fundamental","pubTime":"2023-04-30 12:18","market":"us","language":"zh","title":"How long can U.S. tech stocks be bullish? Just look at the earnings report of Apple and AMD next week","url":"https://stock-news.laohu8.com/highlight/detail?id=2331122664","media":"华尔街见闻","summary":"后续财报可能“喜忧参半”，AI热潮带动芯片需求增加，AMD、高通财报指引可能好于预期，而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下，微软、Meta等科技巨头扛住了压力，一季度业绩超","content":"<p><html><head></head><body><strong>The follow-up earnings report may be \"mixed\", the AI boom drives an increase in chip demand, AMD and Qualcomm's earnings guidance may be better than expected, and Apple may announce that its product division will shrink across the board for the first time in three years.</strong>Under the cloud of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Technology giants such as Meta and Meta withstood the pressure, and their first-quarter results exceeded expectations.</p><p>Specifically, Meta's \"salted fish turned over\", and its revenue in the first quarter unexpectedly reversed three consecutive quarters; Microsoft's last quarter's results exceeded expectations, and its cloud business revenue maintained double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>In addition, earnings guidance is positive despite record losses in chip stocks. SK Hynix pointed out that the improvement of demand and the superposition of production reduction may boost the market, and the chip market will rebound in the second quarter. But on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The warning of sluggish growth in its cloud computing business, and Cloudflare's move to cut its full-year revenue forecast, underscore the uncertainty of the overall economy.</p><p><strong>The unexpected earnings report eased the market's concerns about the slowdown in demand for technology products, driving a rebound in U.S. stocks.</strong>The S&P 500 posted its biggest one-day gain since the first week of the year on Thursday, with the tech-heavy Nasdaq 100 index closing up 2.76%, its biggest gain since Jan. 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And AMD will disclose the demand of more technology products, and its financial performance will become the key to whether technology stocks can continue to rebound. Here's the earnings look ahead:</strong></p><p>Tuesday: AMD will release earnings after U.S. stocks. The AI boom is expected to drive demand for chips in data centers, and the increased demand brought by it may offset the continued weakness in PC-side chip sales. With its customer and gaming segments still subdued, data centers will be key for AMD to generate revenue.</p><p>Wednesday: Qualcomm will announce results after U.S. stocks. Amid continued weakness in smartphone demand, investors will take a closer look at Qualcomm's quarterly guidance for signs of recovery and inventory replenishment from OEMs. Last month, chip giants Micron Technology and Infineon Technologies provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will report results after U.S. stocks. Apple is likely to report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales down a year from before, a slowdown in Mac sales likely to be more pronounced, and weaker consumer spending on premium devices still weighing on overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds will likely be shown in the earnings report, and Barclays believes the downturn will continue into the current quarter, especially as demand for the iPhone 14 Pro model slows.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How long can U.S. tech stocks be bullish? Just look at the earnings report of Apple and AMD next week</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\">\nHow long can U.S. tech stocks be bullish? Just look at the earnings report of Apple and AMD next week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-30 12:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>The follow-up earnings report may be \"mixed\", the AI boom drives an increase in chip demand, AMD and Qualcomm's earnings guidance may be better than expected, and Apple may announce that its product division will shrink across the board for the first time in three years.</strong>Under the cloud of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Technology giants such as Meta and Meta withstood the pressure, and their first-quarter results exceeded expectations.</p><p>Specifically, Meta's \"salted fish turned over\", and its revenue in the first quarter unexpectedly reversed three consecutive quarters; Microsoft's last quarter's results exceeded expectations, and its cloud business revenue maintained double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>In addition, earnings guidance is positive despite record losses in chip stocks. SK Hynix pointed out that the improvement of demand and the superposition of production reduction may boost the market, and the chip market will rebound in the second quarter. But on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The warning of sluggish growth in its cloud computing business, and Cloudflare's move to cut its full-year revenue forecast, underscore the uncertainty of the overall economy.</p><p><strong>The unexpected earnings report eased the market's concerns about the slowdown in demand for technology products, driving a rebound in U.S. stocks.</strong>The S&P 500 posted its biggest one-day gain since the first week of the year on Thursday, with the tech-heavy Nasdaq 100 index closing up 2.76%, its biggest gain since Jan. 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And AMD will disclose the demand of more technology products, and its financial performance will become the key to whether technology stocks can continue to rebound. Here's the earnings look ahead:</strong></p><p>Tuesday: AMD will release earnings after U.S. stocks. The AI boom is expected to drive demand for chips in data centers, and the increased demand brought by it may offset the continued weakness in PC-side chip sales. With its customer and gaming segments still subdued, data centers will be key for AMD to generate revenue.</p><p>Wednesday: Qualcomm will announce results after U.S. stocks. Amid continued weakness in smartphone demand, investors will take a closer look at Qualcomm's quarterly guidance for signs of recovery and inventory replenishment from OEMs. Last month, chip giants Micron Technology and Infineon Technologies provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will report results after U.S. stocks. Apple is likely to report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales down a year from before, a slowdown in Mac sales likely to be more pronounced, and weaker consumer spending on premium devices still weighing on overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds will likely be shown in the earnings report, and Barclays believes the downturn will continue into the current quarter, especially as demand for the iPhone 14 Pro model slows.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687780\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/353f693b3cf73305d444a14080157632","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AAPL":"苹果","AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3687780","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2331122664","content_text":"后续财报可能“喜忧参半”，AI热潮带动芯片需求增加，AMD、高通财报指引可能好于预期，而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下，微软、Meta等科技巨头扛住了压力，一季度业绩超出预期。具体来看，Meta“咸鱼翻身”，一季度收入意外扭转三季连降；微软上季度业绩超预期，云业务营收维持两位数增长；谷歌一季度搜索重回增长，云业务扭亏为盈。此外，尽管芯片股业绩亏损创下纪录，但财报指引向好。SK海力士指出，需求改善叠加减产或将提振市场，芯片市场将在二季度出现反弹。不过，另一方面，亚马逊对其云计算业务增长乏力的警告，以及Cloudflare下调全年营收预期的举措，突显出整体经济的不确定性。超预期的财报缓解了市场对科技产品需求放缓的担忧，带动美股反弹。标普500指数在周四创下今年第一周以来的最大单日涨幅，以科技股为主的纳斯达克100指数收涨2.76%，创1月20日以来最大涨幅。下周，苹果、高通和AMD将披露更多科技产品的需求情况，其财报表现成为科技股能否继续反弹的关键。以下是财报前瞻：周二：AMD将在美股盘后发布财报。人工智能热潮预计将带动数据中心对芯片的需求，带来的需求增加可能会抵消PC端芯片销售的持续疲软。由于其客户和游戏部门仍然低迷，数据中心将是AMD获得收入的关键。周三：高通将在美股盘后公布业绩。在智能手机需求持续疲软的情况下，投资者将仔细研究高通的季度指引，以寻找复苏的迹象和OEM厂商的库存补充。上个月，芯片巨头美光科技和英飞凌科技提供了好于预期的指引，提升了反弹的希望。周四：苹果将在美股盘后公布业绩。苹果可能会报告其产品部门三年来首次全面萎缩，iPad和iPhone的销售一年较前下滑，Mac的销售放缓可能更加明显，消费者对高端设备的消费疲软仍然拖累整体增长。iPhone供应链问题和外汇阻力的影响可能会在财报中显示出来，巴克莱认为，这种不景气会延续到本季度，尤其是对iPhone 14 Pro机型的需求放缓。","news_type":1,"symbols_score_info":{"AMD":1,"GFS":1,"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947804695,"gmtCreate":1682781048417,"gmtModify":1682781052836,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947804695","repostId":"1193243086","repostType":2,"repost":{"id":"1193243086","kind":"news","pubTimestamp":1682757120,"share":"https://ttm.financial/m/news/1193243086?lang=en_US&edition=fundamental","pubTime":"2023-04-29 16:32","market":"us","language":"zh","title":"First Republic \"Whose Family Flowers\"? Report: FDIC asks bidders like JPMorgan to submit final offers by Sunday","url":"https://stock-news.laohu8.com/highlight/detail?id=1193243086","media":"华尔街见闻","summary":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报","content":"<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan Chase's acquisition presents regulatory hurdles, but there is also the possibility of making an exception to save First Republic Bank.</strong><p style=\"text-align: justify;\">The precarious First Republic Bank has ushered in the intended party: JPMorgan Chase and PNC are both likely to be the ultimate acquirer.</p><p><p style=\"text-align: justify;\">The Federal Deposit Insurance Corporation (FDIC) is asking banks including JPMorgan Chase and PNC Financial Services Group, Bloomberg reported today<strong>Submit your final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday sought interest from the banks, including an understanding of the banks' recommended offers and the estimated cost of First Republic Bank deposit insurance money, and on Friday invited both companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg said the bidding process initiated by regulators could pave the way for a sale of First Republic Bank without going through a lengthy auction process like when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Moreover, the cliff-like decline in First Republic shares (down 97% this year) has pushed the market value to just $650 million,<strong>It may also provide a degree of feasibility for an acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street News said earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">It comes after advisers to First Republic sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Though buyers buy-and-lose, these potential buyers have $30 billion in deposits with First Republic Bank that are uninsured. If they think First Republic Bank is about to go bankrupt, they could risk losing that money altogether.</p><p><p style=\"text-align: justify;\">Moreover, even if the federal government uses emergency powers to guarantee these deposits, large banks will need to replenish the FDIC with huge sums of money. As part of the deal, a number of banks that bailed out could get some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a scheme would result in short-term losses for the banks that come to the rescue, but could cost less in the long run than letting First Republic Bank fail and be taken over by regulators.</strong></p><p><h2>Regulatory obstacles</h2><p style=\"text-align: justify;\">However, while First Republic Bank has little market value left, regulatory rules may also add a deterrent to acquisition action.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the nation that takes more than 10% of deposits,<strong>Under US regulations, the bank is not eligible to buy another institution that also takes deposits, which will make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Still, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC would prefer to limit the solution to the private sector than the billions it would have to pay to take over a bank again. The agency had previously planned a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Earlier, the media quoted sources saying that the most likely outcome of First Republic Bank is to be taken over by the FDIC. If First Republic Bank is taken over by regulators, the FDIC will still ask other banks to make possible takeover bids. However, sources said at the time that there was still hope of finding a solution that First Republic would not be taken over by the FDIC.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic \"Whose Family Flowers\"? Report: FDIC asks bidders like JPMorgan to submit final offers by Sunday</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\">\nFirst Republic \"Whose Family Flowers\"? Report: FDIC asks bidders like JPMorgan to submit final offers by Sunday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-29 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan Chase's acquisition presents regulatory hurdles, but there is also the possibility of making an exception to save First Republic Bank.</strong><p style=\"text-align: justify;\">The precarious First Republic Bank has ushered in the intended party: JPMorgan Chase and PNC are both likely to be the ultimate acquirer.</p><p><p style=\"text-align: justify;\">The Federal Deposit Insurance Corporation (FDIC) is asking banks including JPMorgan Chase and PNC Financial Services Group, Bloomberg reported today<strong>Submit your final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday sought interest from the banks, including an understanding of the banks' recommended offers and the estimated cost of First Republic Bank deposit insurance money, and on Friday invited both companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg said the bidding process initiated by regulators could pave the way for a sale of First Republic Bank without going through a lengthy auction process like when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Moreover, the cliff-like decline in First Republic shares (down 97% this year) has pushed the market value to just $650 million,<strong>It may also provide a degree of feasibility for an acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street News said earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">It comes after advisers to First Republic sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Though buyers buy-and-lose, these potential buyers have $30 billion in deposits with First Republic Bank that are uninsured. If they think First Republic Bank is about to go bankrupt, they could risk losing that money altogether.</p><p><p style=\"text-align: justify;\">Moreover, even if the federal government uses emergency powers to guarantee these deposits, large banks will need to replenish the FDIC with huge sums of money. As part of the deal, a number of banks that bailed out could get some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a scheme would result in short-term losses for the banks that come to the rescue, but could cost less in the long run than letting First Republic Bank fail and be taken over by regulators.</strong></p><p><h2>Regulatory obstacles</h2><p style=\"text-align: justify;\">However, while First Republic Bank has little market value left, regulatory rules may also add a deterrent to acquisition action.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the nation that takes more than 10% of deposits,<strong>Under US regulations, the bank is not eligible to buy another institution that also takes deposits, which will make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Still, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC would prefer to limit the solution to the private sector than the billions it would have to pay to take over a bank again. The agency had previously planned a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Earlier, the media quoted sources saying that the most likely outcome of First Republic Bank is to be taken over by the FDIC. If First Republic Bank is taken over by regulators, the FDIC will still ask other banks to make possible takeover bids. However, sources said at the time that there was still hope of finding a solution that First Republic would not be taken over by the FDIC.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687776\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffc56982f828847b68443cfbde6a957b","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://wallstreetcn.com/articles/3687776","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193243086","content_text":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报道，美国联邦存款保险公司（FDIC）要求包括摩根大通和PNC金融服务集团在内的银行在周日之前提交对第一共和银行的最终报价。监管机构于周四向各家银行征求了意向，包括了解这些银行建议的报价以及对第一共和银行存款保险金的预估成本，并于周五邀请了两家公司参加了下一步的竞标过程。彭博表示，监管机构启动的竞标程序可能为第一共和银行的出售铺平道路，而不会像硅谷银行和签字银行倒闭时经历漫长的拍卖流程。此外，第一共和银行股票的断崖式下跌（今年以来下跌97%）已经使市值跌至仅有6.5亿美元，这可能也为收购提供了一定程度上的可行性。华尔街见闻今日早些时候曾介绍，包括FDIC、美国财政部和美联储在内的美国官员们正在协调与其他银行的会议，以促成对第一共和银行的救助计划。此前，第一共和银行的顾问们寻求让数家参与了一个月前救助行动的银行以高于市价的价格购买其资产。尽管买家买入即亏，但这些潜在买家在第一共和银行的300亿美元存款没有保险。如果他们认为第一共和银行即将破产，他们可能会面临彻底失去这笔钱的风险。此外，即使联邦政府动用紧急权力为这些存款提供担保，大型银行也需要向FDIC补充巨额资金。作为交易的一部分，多家出手救助的银行可以获得某种形式的股权。上述方案将导致出手相救的银行短期内蒙受损失，但从长远来看，可能比让第一共和银行倒闭并被监管机构接管的成本更低。监管障碍然而，尽管第一共和银行的市值已经所剩无几，但监管规定也可能为收购行动增加阻碍。由于摩根大通是全美少数几家吸收存款超过10%的大型银行，根据美国监管规定，该行没有资格再收购一家同样吸收存款的机构，这将令其规模再一次壮大。尽管如此，为了拯救第一共和银行，也存在破例的可能性。相比FDIC再次接管一家银行所必须付出的数十亿成本，FDIC更希望将解决方案限制在私营部门。此前该机构已经计划对银行业进行特别评估，以支付硅谷银行和签名银行上个月破产的费用。此前媒体援引消息人士称，第一共和银行最有可能的结果就是被FDIC接管。如果第一共和银行被监管机构接管，FDIC仍将问询其他银行，让他们进行可能的收购投标。不过消息人士当时称，也仍有希望找到一个第一共和不被FDIC接管的解决方案。","news_type":1,"symbols_score_info":{"FRCB":0.9,"FRC":0.9}},"isVote":1,"tweetType":1,"viewCount":3022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947151401,"gmtCreate":1682696602004,"gmtModify":1682696606531,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947151401","repostId":"1149416254","repostType":2,"repost":{"id":"1149416254","kind":"news","pubTimestamp":1682695765,"share":"https://ttm.financial/m/news/1149416254?lang=en_US&edition=fundamental","pubTime":"2023-04-28 23:29","market":"us","language":"zh","title":"Fed blames Silicon Valley Bank's collapse on management issues, poor regulation","url":"https://stock-news.laohu8.com/highlight/detail?id=1149416254","media":"华尔街见闻","summary":"硅谷银行的管理层和总监们未能管理好自家公司的众多风险。","content":"<p><html><head></head><body>Michael Barr, Federal Reserve Vice Chairman for Financial Regulatory Affairs: Blaming the collapse of Silicon Valley Bank (SVB) on corporate management and inappropriate regulation will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors have failed to manage the many risks of their own companies.</p><p><p style=\"text-align: start;\">Silicon Valley Bank has had as many as 31 warnings, which is three times the industry average.</p><p><p style=\"text-align: start;\">Regulators have failed to put enough effort into ensuring that Silicon Valley Bank can handle many problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Board of Governors has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Fed's pandering stance and shifting stance hamper regulation (against institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Limiting bank buybacks and dividend payments may be the \"appropriate move\".</p><p><p style=\"text-align: start;\">More stringent standards for incentives should be considered.</p><p><p style=\"text-align: start;\">More banking institutions should assess gains and losses and assets held for sale.</p><p><p style=\"text-align: start;\">Reassess the system for banks with more than $100 billion in assets.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Powell supported several of Barr's recommendations on institutions and regulation.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed blames Silicon Valley Bank's collapse on management issues, poor regulation</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{ 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}\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\">\nFed blames Silicon Valley Bank's collapse on management issues, poor regulation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-28 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Michael Barr, Federal Reserve Vice Chairman for Financial Regulatory Affairs: Blaming the collapse of Silicon Valley Bank (SVB) on corporate management and inappropriate regulation will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors have failed to manage the many risks of their own companies.</p><p><p style=\"text-align: start;\">Silicon Valley Bank has had as many as 31 warnings, which is three times the industry average.</p><p><p style=\"text-align: start;\">Regulators have failed to put enough effort into ensuring that Silicon Valley Bank can handle many problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Board of Governors has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Fed's pandering stance and shifting stance hamper regulation (against institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Limiting bank buybacks and dividend payments may be the \"appropriate move\".</p><p><p style=\"text-align: start;\">More stringent standards for incentives should be considered.</p><p><p style=\"text-align: start;\">More banking institutions should assess gains and losses and assets held for sale.</p><p><p style=\"text-align: start;\">Reassess the system for banks with more than $100 billion in assets.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Powell supported several of Barr's recommendations on institutions and regulation.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/livenews/2455612\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9cd29490297b10c3f50798a61050f13","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/livenews/2455612","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149416254","content_text":"美联储负责金融监管事务的副主席Michael Barr：将硅谷银行（SVB）倒闭归咎于公司管理和不适当的监管，将考虑改善流动性和资本要求。硅谷银行的管理层和总监们未能管理好自家公司的众多风险。硅谷银行曾出现多达31项警告，那是行业均值的三倍。在确保硅谷银行能够处置众多问题方面，监管人员们没能付出足够的努力。美联储理事会曾提倡实施不那么果断的监管方式。美联储的迎合姿态和立场转变妨碍到（针对硅谷银行等机构的）监管。呼吁针对更大范围的银行机构实施“更加强有力的标准”。限制银行回购和派息可能会是“适当之举”。应当考虑针对（银行业的）激励机制出台更加严苛的标准。更多的银行机构应当评估盈亏和待售资产。针对那些资产规模超过1000亿美元的银行重新评估制度。美联储主席鲍威尔支持Barr针对制度和监管的若干建议。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947321172,"gmtCreate":1682591892496,"gmtModify":1682591897527,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947321172","repostId":"1119236915","repostType":2,"repost":{"id":"1119236915","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":1682590090,"share":"https://ttm.financial/m/news/1119236915?lang=en_US&edition=fundamental","pubTime":"2023-04-27 18:08","market":"us","language":"zh","title":"Honeywell's first-quarter revenue of $8.864 billion beats expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1119236915","media":"老虎资讯综合","summary":"Q1 净利润（亿美元）： 13.94，预期：13.03，前值：11.34。","content":"<p><html><head></head><body>Honeywell Q1 2023 Revenue ($M): 88.64, Estimate: 85.19, Previous Value: 83.76.</p><p>Q1 net income (USD billion): 13.94, expected: 13.03, previous value: 11.34.</p><p>Q1 EPS: $2.07, expected: $1.932, previous value: $1.64.</p><p>Honeywell: Expected full-year sales revenue of $3.65 billion to $3.73 billion; Adjusted EPS of $9.00 to $9.25; The segment margin will be between 22.3% and 22.6%.</p><p>As of press time, Honeywell rose slightly before the market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7ffc5758fab0ac47ec29f1079b28d5f\" tg-width=\"449\" tg-height=\"125\"/></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>Honeywell's first-quarter revenue of $8.864 billion beats expectations</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\">\nHoneywell's first-quarter revenue of $8.864 billion beats expectations\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-27 18:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Honeywell Q1 2023 Revenue ($M): 88.64, Estimate: 85.19, Previous Value: 83.76.</p><p>Q1 net income (USD billion): 13.94, expected: 13.03, previous value: 11.34.</p><p>Q1 EPS: $2.07, expected: $1.932, previous value: $1.64.</p><p>Honeywell: Expected full-year sales revenue of $3.65 billion to $3.73 billion; Adjusted EPS of $9.00 to $9.25; The segment margin will be between 22.3% and 22.6%.</p><p>As of press time, Honeywell rose slightly before the market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7ffc5758fab0ac47ec29f1079b28d5f\" tg-width=\"449\" tg-height=\"125\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fac2295148ecf24a4258e42387c2baf","relate_stocks":{"HON":"霍尼韦尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119236915","content_text":"霍尼韦尔2023年Q1 营收（亿美元）： 88.64，预期：85.19，前值：83.76。Q1 净利润（亿美元）： 13.94，预期：13.03，前值：11.34。Q1 EPS： $2.07，预期：$1.932，前值：$1.64。霍尼韦尔：预计全年销售收入为36.5亿至37.3亿美元；调整后的每股收益为9.00美元至9.25美元；分部利润率将在22.3%至22.6%之间。截至发稿，霍尼韦尔盘前微涨。","news_type":1,"symbols_score_info":{"HON":0.9}},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947999532,"gmtCreate":1682424465726,"gmtModify":1682424470291,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947999532","repostId":"1181662804","repostType":2,"isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944763700,"gmtCreate":1682162116001,"gmtModify":1682162120528,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944763700","repostId":"1144371077","repostType":2,"repost":{"id":"1144371077","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":1682132507,"share":"https://ttm.financial/m/news/1144371077?lang=en_US&edition=fundamental","pubTime":"2023-04-22 11:01","market":"sh","language":"zh","title":"Earnings Preview | Is there room for disappointment in Google's performance? But AI guidance will be key","url":"https://stock-news.laohu8.com/highlight/detail?id=1144371077","media":"老虎资讯综合","summary":"美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。该公司面临的主要挑战是 AI 整合到搜索中。互联网搜索引擎巨头谷歌母公司Alphabet Inc（纳斯达克股票代码：G","content":"<p><html><head></head><body><strong>Bank of America analysts predict online revenue for Google search and cloud services, but YouTube will come under pressure. The main challenge for the company is the integration of AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet Inc (NASDAQ:GOOG) will release its first-quarter earnings results on Tuesday, April 25th after U.S. stocks bell.</p><p><strong>Five things to know ahead of Alphabet's Q1 earnings:</strong></p><p><ul><li>The consensus estimate of Wall Street analysts is for earnings of $1.08 per share on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from Q4 2022 and 17% from Q1 2022.</p><p></li><li>Estimates for sales indicate a 10% decrease compared to the fourth quarter of 2022 and a flat performance compared to the first quarter of 2022.</p><p></li><li>In the last four quarters, the company has missed earnings and revenue estimates. In the fourth quarter of 2022, Alphabet's earnings forecast is below 11%.</p><p></li><li>Alphabet shares fell 2.75% after poor Q4 2022 results and 9.1% after poor Q3 2022 results.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Take on Alphabet's earnings</strong></p><p>Bank of America analysts predict online revenue for Google search and cloud services, but YouTube will come under pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly missing the $1.08 Wall Street forecast. Experts believe the first quarter could show an improvement in costs for Alphabet.</p><p>The main challenge for the company is the integration of AI into search, both in terms of timing and impact, so the results discussion of future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will be a more defensive self-help stock among internet groups in 2023, with higher relative earnings stability due to spending flexibility, high profit margins, and the possibility of backing shares through buybacks.</p><p><strong>Alphabet's Stock Performance and Valuation</strong></p><p>At $105 a share, Alphabet is up more than 19% year-to-date at the time of writing, outperforming the S&P 500's 7.7% gain.</p><p>Shares are nearly 30% below their all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, shares rose 17.5%, marking their strongest quarterly performance since the second quarter of 2021.</p><p>According to professional data from Benzinga, the stock has a forward P/E of 19.45.</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>Earnings Preview | Is there room for disappointment in Google's performance? But AI guidance will be key</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\">\nEarnings Preview | Is there room for disappointment in Google's performance? But AI guidance will be key\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-22 11:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Bank of America analysts predict online revenue for Google search and cloud services, but YouTube will come under pressure. The main challenge for the company is the integration of AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet Inc (NASDAQ:GOOG) will release its first-quarter earnings results on Tuesday, April 25th after U.S. stocks bell.</p><p><strong>Five things to know ahead of Alphabet's Q1 earnings:</strong></p><p><ul><li>The consensus estimate of Wall Street analysts is for earnings of $1.08 per share on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from Q4 2022 and 17% from Q1 2022.</p><p></li><li>Estimates for sales indicate a 10% decrease compared to the fourth quarter of 2022 and a flat performance compared to the first quarter of 2022.</p><p></li><li>In the last four quarters, the company has missed earnings and revenue estimates. In the fourth quarter of 2022, Alphabet's earnings forecast is below 11%.</p><p></li><li>Alphabet shares fell 2.75% after poor Q4 2022 results and 9.1% after poor Q3 2022 results.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Take on Alphabet's earnings</strong></p><p>Bank of America analysts predict online revenue for Google search and cloud services, but YouTube will come under pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly missing the $1.08 Wall Street forecast. Experts believe the first quarter could show an improvement in costs for Alphabet.</p><p>The main challenge for the company is the integration of AI into search, both in terms of timing and impact, so the results discussion of future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will be a more defensive self-help stock among internet groups in 2023, with higher relative earnings stability due to spending flexibility, high profit margins, and the possibility of backing shares through buybacks.</p><p><strong>Alphabet's Stock Performance and Valuation</strong></p><p>At $105 a share, Alphabet is up more than 19% year-to-date at the time of writing, outperforming the S&P 500's 7.7% gain.</p><p>Shares are nearly 30% below their all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, shares rose 17.5%, marking their strongest quarterly performance since the second quarter of 2021.</p><p>According to professional data from Benzinga, the stock has a forward P/E of 19.45.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d25e1a14780c2d1e6ec5ecf96395d05","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","GOOGL":"谷歌A","BK4588":"碎股","GOOG":"谷歌","BK4507":"流媒体概念","LU0079474960.USD":"联博美国增长基金A","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4525":"远程办公概念","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4527":"明星科技股","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144371077","content_text":"美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。该公司面临的主要挑战是 AI 整合到搜索中。互联网搜索引擎巨头谷歌母公司Alphabet Inc（纳斯达克股票代码：GOOG）将于 4 月 25 日（周二）美股盘后发布其第一季度财报业绩。在 Alphabet 第一季度财报发布前，需要了解的五件事：华尔街分析师一致预计本季度每股收益为 1.08 美元，收入为 688.7 亿美元。预计收入将比 2022 年第四季度下降 9%，比 2022 年第一季度下降 17%。对销售额的估计表明，与 2022 年第四季度相比下降 10%，与 2022 年第一季度相比表现持平。在过去的四个季度中，该公司的收益和收入均未达到预期。在 2022 年第四季度，Alphabet 的盈利预测低于 11%。Alphabet 股价在 2022 年第四季度业绩不佳后下跌 2.75%，在 2022 年第三季度业绩不佳后下跌 9.1%。美国银行对 Alphabet 财报的看法美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。总体而言，美国银行预计每股收益为 1.07 美元，略低于华尔街预测的 1.08 美元。专家认为，第一季度可能会显示出 Alphabet 的成本有所改善。该公司面临的主要挑战是 AI 整合到搜索中，无论在时间还是在影响方面，因此对未来计划和前景的结果讨论可能构成最重要的股票驱动因素。据美国银行称，到 2023 年，Alphabet 将成为互联网集团中更具防御性的自助股票，由于支出灵活性、高利润率以及通过回购支持股票的可能性，其相对盈利稳定性更高。Alphabet 的股票表现和估值Alphabet 的股价为每股 105 美元，截至撰写本文时，今年迄今上涨逾19%，表现优于标准普尔 500 指数 7.7% 的涨幅。股价比 2022 年 2 月创下的历史高点 151 美元低了近 30%。2023 年第一季度，股价上涨 17.5%，创下 2021 年第二季度以来最强劲的季度表现。根据Benzinga 的专业数据，该股票的远期市盈率为 19.45 。","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944412579,"gmtCreate":1682004984792,"gmtModify":1682004990234,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944412579","repostId":"2328194710","repostType":2,"repost":{"id":"2328194710","kind":"highlight","pubTimestamp":1682004537,"share":"https://ttm.financial/m/news/2328194710?lang=en_US&edition=fundamental","pubTime":"2023-04-20 23:28","market":"hk","language":"zh","title":"A single-season jump of $11.4 billion! U.S. junk bond growth returns to its highs under recession pressure","url":"https://stock-news.laohu8.com/highlight/detail?id=2328194710","media":"华尔街见闻","summary":"随着经济衰退缓慢逼近，企业债券正以2020年以来最快的速度被降为垃圾债。4月19日周三，巴克莱策略师 Dominique Toublan 等的最新研究显示，今年第一季度，共有114亿美元的债券被降级为","content":"<p><html><head></head><body>Corporate bonds are being downgraded to junk debt at the fastest pace since 2020 as a recession slowly approaches.</p><p>On Wednesday, April 19, the latest research by Barclays strategist Dominique Toublan and others showed that,<strong>A total of $11.4 billion of bonds were downgraded to junk in the first quarter of this year, a figure that accounted for about 60% of the bonds downgraded to junk in all of 2022</strong>。 The bank estimates that bond trading volume for the full year is on track to reach its highest level since 2020, when the outbreak triggered a massive wave of bond downgrades.</p><p>That reflects the pressure on many businesses as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. With fewer investors eligible to buy their bonds, those whose ratings are downgraded to junk will face additional financing expenses.</p><p>Barclays expects,<strong>The pace of increase in junk-rated bonds will accelerate in the second half of the year as slowing economic growth puts additional pressure on borrowers.</strong>Bonds on the scale of $60 billion to $80 billion are expected to be downgraded to junk this year, and these bonds are known as \"fallen angels\".</p><p>Toublan said in an interview:</p><p>The drop from investment grade to junk grade indicates that the company's credit profile has deteriorated. The question is, is this just a company problem, or is it a more general phenomenon? But Barclays added,<strong>While more businesses are being downgraded to junk grade, there may also be more bonds being upgraded to investment grade</strong>。 The bank expects between $60 billion and $70 billion to come from these \"rising stars\" this year, which would be the second-highest annual total on record. Only in the second half of the year is the pace of upgrades likely to slow.</p><p>Among the downgraded bonds, Nissan contributed a significant share.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Ratings firms downgraded it to speculative in March. Downgraded companies also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial, Inc.</p><p>While trading volumes on these downgraded bonds are on the rise, the downgrade still appears to be relatively modest. Barclays said the bank's forecast of $60 billion to $80 billion in downgrades accounted for about 2.2% of BBB-rated corporate bonds, compared with an average of nearly 6.6% since 2000.</p><p>According to the analysis,<strong>The previous banking crisis may have slashed lending activity by banks. Total loans on bank books have fallen by about $95 billion since mid-March, according to the Federal Reserve. The credit environment is generally tightening, which tends to drive more downgrades.</strong></p><p>Declining profits could eat into corporate borrowers' profits and could hurt those of issuers more sensitive to economic changes, Fitch Ratings wrote in a note Monday. The agency expects the U.S. to start entering a recession by the end of the third quarter of this year.</p><p>Fitch said:</p><p>Monetary tightening and slower economic growth will have a negative impact on demand, while easing inflation will reduce pricing power, resulting in slower revenue growth for some U.S. companies and a lessened ability to protect profit margins without cutting costs.</body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A single-season jump of $11.4 billion! U.S. junk bond growth returns to its highs under recession pressure</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\">\nA single-season jump of $11.4 billion! U.S. junk bond growth returns to its highs under recession pressure\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-20 23:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Corporate bonds are being downgraded to junk debt at the fastest pace since 2020 as a recession slowly approaches.</p><p>On Wednesday, April 19, the latest research by Barclays strategist Dominique Toublan and others showed that,<strong>A total of $11.4 billion of bonds were downgraded to junk in the first quarter of this year, a figure that accounted for about 60% of the bonds downgraded to junk in all of 2022</strong>。 The bank estimates that bond trading volume for the full year is on track to reach its highest level since 2020, when the outbreak triggered a massive wave of bond downgrades.</p><p>That reflects the pressure on many businesses as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. With fewer investors eligible to buy their bonds, those whose ratings are downgraded to junk will face additional financing expenses.</p><p>Barclays expects,<strong>The pace of increase in junk-rated bonds will accelerate in the second half of the year as slowing economic growth puts additional pressure on borrowers.</strong>Bonds on the scale of $60 billion to $80 billion are expected to be downgraded to junk this year, and these bonds are known as \"fallen angels\".</p><p>Toublan said in an interview:</p><p>The drop from investment grade to junk grade indicates that the company's credit profile has deteriorated. The question is, is this just a company problem, or is it a more general phenomenon? But Barclays added,<strong>While more businesses are being downgraded to junk grade, there may also be more bonds being upgraded to investment grade</strong>。 The bank expects between $60 billion and $70 billion to come from these \"rising stars\" this year, which would be the second-highest annual total on record. Only in the second half of the year is the pace of upgrades likely to slow.</p><p>Among the downgraded bonds, Nissan contributed a significant share.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Ratings firms downgraded it to speculative in March. Downgraded companies also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial, Inc.</p><p>While trading volumes on these downgraded bonds are on the rise, the downgrade still appears to be relatively modest. Barclays said the bank's forecast of $60 billion to $80 billion in downgrades accounted for about 2.2% of BBB-rated corporate bonds, compared with an average of nearly 6.6% since 2000.</p><p>According to the analysis,<strong>The previous banking crisis may have slashed lending activity by banks. Total loans on bank books have fallen by about $95 billion since mid-March, according to the Federal Reserve. The credit environment is generally tightening, which tends to drive more downgrades.</strong></p><p>Declining profits could eat into corporate borrowers' profits and could hurt those of issuers more sensitive to economic changes, Fitch Ratings wrote in a note Monday. The agency expects the U.S. to start entering a recession by the end of the third quarter of this year.</p><p>Fitch said:</p><p>Monetary tightening and slower economic growth will have a negative impact on demand, while easing inflation will reduce pricing power, resulting in slower revenue growth for some U.S. companies and a lessened ability to protect profit margins without cutting costs.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687055\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e77c16b21cd06df0b4a3ec9f76087f1","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3687055","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328194710","content_text":"随着经济衰退缓慢逼近，企业债券正以2020年以来最快的速度被降为垃圾债。4月19日周三，巴克莱策略师 Dominique Toublan 等的最新研究显示，今年第一季度，共有114亿美元的债券被降级为垃圾债券，这一数字约占2022年全年被降为垃圾级债券的60%。该行估计，今年全年的债券交易量有望达到自2020年以来的最高水平，当时疫情爆发引发了大规模的债券降级浪潮。这反映出，随着美联储开启数十年来最激进的加息周期，许多企业正面临着压力。由于有资格购买其债券的投资者数量减少，那些评级被下调至垃圾级的企业将面临额外的融资支出。巴克莱预计，随着经济增长放缓给借款人带来了额外的压力，垃圾级债券的增加速度将在今年下半年加快。预计今年将有600亿至800亿美元规模的债券将被降至垃圾级，这些债券被称为“堕落天使”。Toublan 在接受采访时表示：从投资级降至垃圾级，表明该公司的信用状况恶化。问题是，这只是一家公司的问题，还是一个更普遍的现象？但巴克莱补充称，尽管越来越多的企业被降至垃圾级，但可能也会有越来越多的债券被调高至投资级。该行预计，今年将有600亿至700亿美元来自这些“新星”，这将是有纪录以来第二高的年度总额。到今年下半年，评级上调的步伐才可能会放缓。在评级被下调的债券中，日产汽车贡献了相当一部分的份额。标普全球评级公司在今年3月将其下调至了投机级。评级被下调的企业还包括第一共和银行和Axos Financial公司。虽然有关这些被降级债券的交易量正在上升，但评级的下调似乎仍然是相对温和的。巴克莱称，该行预测的600亿至800亿美元的评级下调约占BBB级公司债券的2.2%，而2000年以来的平均水平接近6.6%。分析认为，此前的银行业危机可能会大幅削减银行的放贷活动。美联储的数据显示，自3月中旬以来，银行账面上的贷款总额已经减少了约950亿美元。信贷环境普遍趋紧，这往往会推动更多的评级下调。惠誉评级公司周一在一份报告中写道，利润下降可能会侵蚀企业借款人的利润，并可能损害对经济变化更为敏感的发行人的利润。该机构预计美国将在今年第三季度末开始步入经济衰退。惠誉表示：货币紧缩和经济增长放缓将对需求产生负面影响，而通胀缓解将降低定价能力，导致一些美国公司的收入增长放缓，在没有削减成本的情况下保护利润率的能力有所减弱。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944593659,"gmtCreate":1681904960972,"gmtModify":1681904965571,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944593659","repostId":"1140494965","repostType":2,"repost":{"id":"1140494965","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":1681903948,"share":"https://ttm.financial/m/news/1140494965?lang=en_US&edition=fundamental","pubTime":"2023-04-19 19:32","market":"us","language":"zh","title":"Morgan Stanley: Q1 Revenue Beats Estimates, But Total Deposit Amount Misses Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1140494965","media":"老虎资讯综合","summary":"4月19日，摩根士丹利盘前发布财报，财报显示：第一季度净营收145.2亿美元，预估140.7亿美元。摩根士丹利第一季度每股收益1.70美元。第一季度股票销售和交易业务营收27.3亿美元，预估28.6亿","content":"<p><html><head></head><body>On April 19th, Morgan Stanley released its financial report before the market. The financial report showed that the net revenue in the first quarter was USD 14.52 billion, with an estimated USD 14.07 billion.</p><p>Morgan Stanley earned $1.70 per share in the first quarter.</p><p>Revenue from the stock sales and trading business in the first quarter was $2.73 billion, compared to an estimate of $2.86 billion.</p><p>Fixed income, foreign exchange and commodities business sales and trading revenue for the first quarter was $2.58 billion, compared to an estimate of $2.42 billion.</p><p>Noninterest expense in the first quarter was $10.52 billion, compared to an estimate of $10.12 billion.</p><p>First-quarter compensation expenses were $6.41 billion, compared to an estimate of $6.07 billion.</p><p>Non-compensation expenses were $4.11 billion in the first quarter, compared to an estimate of $4.09 billion.</p><p>Assets under management were $1.36 trillion in the first quarter, compared to an estimate of $1.33 trillion.</p><p>Total deposits in the first quarter were $347.52 billion, compared to market forecasts of $352.17 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b3df79d2ba857cda7f345e7aa39630a\" title=\"\" tg-width=\"1158\" tg-height=\"728\"/></p><p>Morgan Stanley fell more than 2% premarket after the earnings release.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cb9299a351c7228a81668c17136ca8\" title=\"\" tg-width=\"801\" tg-height=\"497\"/></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>Morgan Stanley: Q1 Revenue Beats Estimates, But Total Deposit Amount Misses Estimates</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\">\nMorgan Stanley: Q1 Revenue Beats Estimates, But Total Deposit Amount Misses Estimates\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-19 19:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 19th, Morgan Stanley released its financial report before the market. The financial report showed that the net revenue in the first quarter was USD 14.52 billion, with an estimated USD 14.07 billion.</p><p>Morgan Stanley earned $1.70 per share in the first quarter.</p><p>Revenue from the stock sales and trading business in the first quarter was $2.73 billion, compared to an estimate of $2.86 billion.</p><p>Fixed income, foreign exchange and commodities business sales and trading revenue for the first quarter was $2.58 billion, compared to an estimate of $2.42 billion.</p><p>Noninterest expense in the first quarter was $10.52 billion, compared to an estimate of $10.12 billion.</p><p>First-quarter compensation expenses were $6.41 billion, compared to an estimate of $6.07 billion.</p><p>Non-compensation expenses were $4.11 billion in the first quarter, compared to an estimate of $4.09 billion.</p><p>Assets under management were $1.36 trillion in the first quarter, compared to an estimate of $1.33 trillion.</p><p>Total deposits in the first quarter were $347.52 billion, compared to market forecasts of $352.17 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b3df79d2ba857cda7f345e7aa39630a\" title=\"\" tg-width=\"1158\" tg-height=\"728\"/></p><p>Morgan Stanley fell more than 2% premarket after the earnings release.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cb9299a351c7228a81668c17136ca8\" title=\"\" tg-width=\"801\" tg-height=\"497\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"MS":"摩根士丹利"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140494965","content_text":"4月19日，摩根士丹利盘前发布财报，财报显示：第一季度净营收145.2亿美元，预估140.7亿美元。摩根士丹利第一季度每股收益1.70美元。第一季度股票销售和交易业务营收27.3亿美元，预估28.6亿美元。第一季度固定收益、外汇和大宗商品业务销售和交易营收25.8亿美元，预估24.2亿美元。第一季度非利息支出105.2亿美元，预估101.2亿美元。第一季度薪酬费用64.1亿美元，预估60.7亿美元。第一季度非薪酬支出41.1亿美元，预估40.9亿美元。第一季度管理资产1.36万亿美元，预估1.33万亿美元。第一季度总存款为3475.2亿美元，市场预测为3521.7亿美元。财报发布后，摩根士丹利盘前跌超2%.","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944692253,"gmtCreate":1681817812172,"gmtModify":1681817817281,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944692253","repostId":"1125440795","repostType":2,"repost":{"id":"1125440795","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":1681817436,"share":"https://ttm.financial/m/news/1125440795?lang=en_US&edition=fundamental","pubTime":"2023-04-18 19:30","market":"us","language":"zh","title":"Lockheed Martin's first-quarter revenue of $15.1 billion slightly exceeded expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1125440795","media":"老虎资讯综合","summary":"Q1 净利润（亿美元）： 17，预期：15.36，前值：17.33。","content":"<p><html><head></head><body>Lockheed Martin's Q1 2023 revenue (USD million): 151, expected: 150.28, previous value: 149.64.</p><p>First-quarter net income (USD billion): 17, expected: 15.36, previous value: 17.33.</p><p>Q1 EPS: $6.61, Expected: $6.057, Previous: $6.44.</p><p>Lockheed Martin's share price rose rapidly in the short term before the market, turning from decline to rise.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bcce1a714321ac406ff7f02dc397b6f\" title=\"\" tg-width=\"1383\" tg-height=\"764\"/></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>Lockheed Martin's first-quarter revenue of $15.1 billion slightly exceeded expectations</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\">\nLockheed Martin's first-quarter revenue of $15.1 billion slightly exceeded expectations\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-18 19:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lockheed Martin's Q1 2023 revenue (USD million): 151, expected: 150.28, previous value: 149.64.</p><p>First-quarter net income (USD billion): 17, expected: 15.36, previous value: 17.33.</p><p>Q1 EPS: $6.61, Expected: $6.057, Previous: $6.44.</p><p>Lockheed Martin's share price rose rapidly in the short term before the market, turning from decline to rise.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bcce1a714321ac406ff7f02dc397b6f\" title=\"\" tg-width=\"1383\" tg-height=\"764\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c278da3656f121b0bf93d422677e9201","relate_stocks":{"LMT":"洛克希德马丁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125440795","content_text":"洛克希德马丁2023年一季度营收（亿美元）： 151，预期：150.28，前值：149.64。一季度净利润（亿美元）： 17，预期：15.36，前值：17.33。一季度EPS： $6.61，预期：$6.057，前值：$6.44。洛克希德马丁盘前股价短线快速拉升，由跌转涨。","news_type":1,"symbols_score_info":{"LMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944348057,"gmtCreate":1681724008880,"gmtModify":1681724012364,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944348057","repostId":"1135442671","repostType":2,"repost":{"id":"1135442671","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":1681206474,"share":"https://ttm.financial/m/news/1135442671?lang=en_US&edition=fundamental","pubTime":"2023-04-11 17:47","market":"us","language":"zh","title":"Financial Report Preview | How long can Tesla's price reduction dividend be eaten, and will it \"backlash\" itself","url":"https://stock-news.laohu8.com/highlight/detail?id=1135442671","media":"老虎资讯综合","summary":"特斯拉频繁的降价行动令分析人士更加关注其第一季度的毛利率。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Will release its first quarter 2023 earnings results for the year ended March 31 after the market closes on April 19, Eastern Time (April 20, Beijing time).</p><p>In the past 2022, Tesla delivered a total of 1.31 million vehicles globally, an increase of 40% compared with 2021; Production was 1.37 million units, up 47% year-over-year, but neither of them met the 50% annual growth target.</p><p><strong>The consensus now expects the company to report revenue of $23.46 billion, adjusted profit of $3.057 billion and earnings per share of $0.86 for the first quarter.</strong></p><p><p style=\"text-align: justify;\">A stronger-than-expected result would indicate Tesla's \"cost advantage position\" and potential input cost declines, but if Q1 results are flat or lower than expected, it would imply overcapacity or product aging, putting its stock price at risk. Particularly important, frequent price cuts have led analysts to pay more attention to the EV maker's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Q1 Deliveries: Is the Price Reduction Effect Sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla Delivered Worldwide in Q1 2023<strong>More than 422,000 vehicles, breaking the single-quarter delivery record.</strong></p><p>According to the report, in the first quarter of 2023, Tesla produced 440,808 electric vehicles worldwide and delivered 422,875 units. Of these, 19,437 units of the Model S and Model X were built and 10,695 delivered; Model 3 and Model Y were produced at 421,371 units and delivered at 412,180 units.</p><p>Compared to the same period last year, Tesla's first-quarter total production increased 44% year-over-year and deliveries increased 36% year-over-year, which is 6.69 times the volume delivered in the same period in 2019.</p><p>According to the delivery report, Tesla will continue the transition to \"more balanced volume production for different regional markets\", including Model S/X models that are being shipped to the EMEA region (Europe/Middle East/Africa) as well as Asia Pacific.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's full-year sales target of 1.8-2 million vehicles was not poorly completed in the first quarter. However, it cannot be ignored that in the Chinese market, the core position of its production and sales, this year's automobile market is ushering in more fierce competition, and Tesla also needs to respond more flexibly.</p><p>Industry analysts believe that,<strong>Tesla delivery growth is closely tied to price cuts at the beginning of the year, and the direct reason for the price cuts is to stimulate demand.</strong>In January, Tesla lowered the prices of models on sale in both China and the global market, with an overall drop of 9%.</p><p>On April 6, local time, Tesla again lowered the prices of its U.S. -based models, cutting prices on all models by 2% to 6%, marking the automaker's fifth price cut since January, with the most significant drop on high-end models. The more popular Model Y also saw a 4% price cut to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the selling prices of Model 3 and Model Y in Hong Kong on April 15th. The biggest price adjustment reduction is the Model 3 Performance, by as much as 14.7%.</p><p><p style=\"text-align: justify;\">Previously, Tesla launched a price war in the United States, which analysts saw as a positive signal of the company's efforts to boost sales.</p><p>According to Tesla's goal, it will increase production by more than 10 times to 20 million vehicles/year by 2030. However, at present, Tesla's Model 3/Y and other models on sale have the longest sales cycle of 6-7 years, and there has been no mid-term facelift. With the intensification of market competition, Tesla's products are facing more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive Factors: New Low-Class Models Are On The Way</strong></p><p>Recently, there has been market news that Tesla is planning a grand production capacity map for its new low-priced models. \"This low-priced Model is a small Model Y.\" The source said,<strong>\"Tesla is building an annual capacity plan for it of up to 4 million vehicles.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early capacity strategy, and Tesla is passing on to the industrial chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, of which the Gigafactory in North America will bear 2 million vehicles, and the Berlin factory in Germany and the Shanghai Lingang factory will bear 1 million vehicles respectively. Among the North American factories, the Monterey factory in Mexico will be the main production capacity of this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's investor day, Tesla revealed the Monterey factory in Mexico. Since then, media reports said that the factory covers nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory and about 20 times the size of the Shanghai factory.</p><p>If a Tesla sells for 150,000 yuan, it may obviously set off another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavourable Factors: Regenerative Change of U.S. Electric Vehicle Tax Rebate Policy</strong></p><p><p style=\"text-align: justify;\">On Friday, the U.S. Treasury Department and the IRS unveiled the details of new EV tax credits, and automakers found that unless a workaround is found, the outcome is likely:<strong>The tax credits enjoyed by electric vehicles will be significantly reduced from April 18 when the new regime comes into force.</strong></p><p><p style=\"text-align: justify;\">Ford said its Mustang Mach-E and E-Transit will be eligible for an EV tax credit of $3,750 starting April 18, down from the current $7,500, after losing half of the tax credit for not meeting domestic battery procurement requirements.</p><p><p style=\"text-align: justify;\">From April 18, of the $7,500 tax credit<strong>Half of that will depend on whether battery components are primarily made in North America</strong>，<strong>The other half depends on whether battery minerals are primarily sourced from America's free-trade partners</strong>。 In the next five years, if you want to qualify for tax credits, the proportion of these components and minerals in automobile batteries will further increase from 50% and 40% respectively.</p><p><strong>Major Bank Ratings</strong></p><p><strong>Wedbush Securities: Outperform Rating, $225 Price Target</strong></p><p>Dan Ives of Wedbush Securities, a well-known Tesla bull analyst, maintains an \"outperform\" rating and a $225 price target on Tesla stock. He said the Model Y/3 price cuts announced in early 2023 \"paid a good dividend\" for Tesla, with demand seemingly stable despite macroeconomic uncertainty. Whether Tesla's vehicle gross profit margin can exceed 20% remains a key threshold in the coming quarters.</p><p><strong>Baird: Overweight rating, $252 price target</strong></p><p><p style=\"text-align: left;\">Baird said he believes Tesla will be able to maintain industry-leading operating margins and be best positioned among its automotive peers to weather economic headwinds. Maintains an Overweight rating and a $252 price target on Tesla stock.</p><p><strong>Bernstein: Underperform rating, $150 price target</strong></p><p><p style=\"text-align: left;\">Bernstein said Tesla's price cuts are not surprising, but the timing and details are \"a little surprising\" and may continue to cut prices in other markets around the world. The price cuts reflect Tesla's need to stimulate market demand, the agency said. Maintain an Underperform rating and $150 price target on Tesla stock.</p><p><strong>Wolfe Research: Peer Performance Rating</strong></p><p><p style=\"text-align: left;\">Rod Lache, an analyst at Wolfe Research, said that while price cuts in the U.S. could raise questions about demand for vehicles, Tesla \"will reduce costs significantly in the future.\" Investors may be underestimating new investments in Tesla Energy, the company said. Keep your peer perform rating on Tesla stock, and investors should not be surprised if the price cut triggers a negative short-term reaction to the stock price.</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>Financial Report Preview | How long can Tesla's price reduction dividend be eaten, and will it \"backlash\" itself</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFinancial Report Preview | How long can Tesla's price reduction dividend be eaten, and will it \"backlash\" itself\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-11 17:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Will release its first quarter 2023 earnings results for the year ended March 31 after the market closes on April 19, Eastern Time (April 20, Beijing time).</p><p>In the past 2022, Tesla delivered a total of 1.31 million vehicles globally, an increase of 40% compared with 2021; Production was 1.37 million units, up 47% year-over-year, but neither of them met the 50% annual growth target.</p><p><strong>The consensus now expects the company to report revenue of $23.46 billion, adjusted profit of $3.057 billion and earnings per share of $0.86 for the first quarter.</strong></p><p><p style=\"text-align: justify;\">A stronger-than-expected result would indicate Tesla's \"cost advantage position\" and potential input cost declines, but if Q1 results are flat or lower than expected, it would imply overcapacity or product aging, putting its stock price at risk. Particularly important, frequent price cuts have led analysts to pay more attention to the EV maker's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Q1 Deliveries: Is the Price Reduction Effect Sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla Delivered Worldwide in Q1 2023<strong>More than 422,000 vehicles, breaking the single-quarter delivery record.</strong></p><p>According to the report, in the first quarter of 2023, Tesla produced 440,808 electric vehicles worldwide and delivered 422,875 units. Of these, 19,437 units of the Model S and Model X were built and 10,695 delivered; Model 3 and Model Y were produced at 421,371 units and delivered at 412,180 units.</p><p>Compared to the same period last year, Tesla's first-quarter total production increased 44% year-over-year and deliveries increased 36% year-over-year, which is 6.69 times the volume delivered in the same period in 2019.</p><p>According to the delivery report, Tesla will continue the transition to \"more balanced volume production for different regional markets\", including Model S/X models that are being shipped to the EMEA region (Europe/Middle East/Africa) as well as Asia Pacific.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's full-year sales target of 1.8-2 million vehicles was not poorly completed in the first quarter. However, it cannot be ignored that in the Chinese market, the core position of its production and sales, this year's automobile market is ushering in more fierce competition, and Tesla also needs to respond more flexibly.</p><p>Industry analysts believe that,<strong>Tesla delivery growth is closely tied to price cuts at the beginning of the year, and the direct reason for the price cuts is to stimulate demand.</strong>In January, Tesla lowered the prices of models on sale in both China and the global market, with an overall drop of 9%.</p><p>On April 6, local time, Tesla again lowered the prices of its U.S. -based models, cutting prices on all models by 2% to 6%, marking the automaker's fifth price cut since January, with the most significant drop on high-end models. The more popular Model Y also saw a 4% price cut to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the selling prices of Model 3 and Model Y in Hong Kong on April 15th. The biggest price adjustment reduction is the Model 3 Performance, by as much as 14.7%.</p><p><p style=\"text-align: justify;\">Previously, Tesla launched a price war in the United States, which analysts saw as a positive signal of the company's efforts to boost sales.</p><p>According to Tesla's goal, it will increase production by more than 10 times to 20 million vehicles/year by 2030. However, at present, Tesla's Model 3/Y and other models on sale have the longest sales cycle of 6-7 years, and there has been no mid-term facelift. With the intensification of market competition, Tesla's products are facing more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive Factors: New Low-Class Models Are On The Way</strong></p><p>Recently, there has been market news that Tesla is planning a grand production capacity map for its new low-priced models. \"This low-priced Model is a small Model Y.\" The source said,<strong>\"Tesla is building an annual capacity plan for it of up to 4 million vehicles.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early capacity strategy, and Tesla is passing on to the industrial chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, of which the Gigafactory in North America will bear 2 million vehicles, and the Berlin factory in Germany and the Shanghai Lingang factory will bear 1 million vehicles respectively. Among the North American factories, the Monterey factory in Mexico will be the main production capacity of this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's investor day, Tesla revealed the Monterey factory in Mexico. Since then, media reports said that the factory covers nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory and about 20 times the size of the Shanghai factory.</p><p>If a Tesla sells for 150,000 yuan, it may obviously set off another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavourable Factors: Regenerative Change of U.S. Electric Vehicle Tax Rebate Policy</strong></p><p><p style=\"text-align: justify;\">On Friday, the U.S. Treasury Department and the IRS unveiled the details of new EV tax credits, and automakers found that unless a workaround is found, the outcome is likely:<strong>The tax credits enjoyed by electric vehicles will be significantly reduced from April 18 when the new regime comes into force.</strong></p><p><p style=\"text-align: justify;\">Ford said its Mustang Mach-E and E-Transit will be eligible for an EV tax credit of $3,750 starting April 18, down from the current $7,500, after losing half of the tax credit for not meeting domestic battery procurement requirements.</p><p><p style=\"text-align: justify;\">From April 18, of the $7,500 tax credit<strong>Half of that will depend on whether battery components are primarily made in North America</strong>，<strong>The other half depends on whether battery minerals are primarily sourced from America's free-trade partners</strong>。 In the next five years, if you want to qualify for tax credits, the proportion of these components and minerals in automobile batteries will further increase from 50% and 40% respectively.</p><p><strong>Major Bank Ratings</strong></p><p><strong>Wedbush Securities: Outperform Rating, $225 Price Target</strong></p><p>Dan Ives of Wedbush Securities, a well-known Tesla bull analyst, maintains an \"outperform\" rating and a $225 price target on Tesla stock. He said the Model Y/3 price cuts announced in early 2023 \"paid a good dividend\" for Tesla, with demand seemingly stable despite macroeconomic uncertainty. Whether Tesla's vehicle gross profit margin can exceed 20% remains a key threshold in the coming quarters.</p><p><strong>Baird: Overweight rating, $252 price target</strong></p><p><p style=\"text-align: left;\">Baird said he believes Tesla will be able to maintain industry-leading operating margins and be best positioned among its automotive peers to weather economic headwinds. Maintains an Overweight rating and a $252 price target on Tesla stock.</p><p><strong>Bernstein: Underperform rating, $150 price target</strong></p><p><p style=\"text-align: left;\">Bernstein said Tesla's price cuts are not surprising, but the timing and details are \"a little surprising\" and may continue to cut prices in other markets around the world. The price cuts reflect Tesla's need to stimulate market demand, the agency said. Maintain an Underperform rating and $150 price target on Tesla stock.</p><p><strong>Wolfe Research: Peer Performance Rating</strong></p><p><p style=\"text-align: left;\">Rod Lache, an analyst at Wolfe Research, said that while price cuts in the U.S. could raise questions about demand for vehicles, Tesla \"will reduce costs significantly in the future.\" Investors may be underestimating new investments in Tesla Energy, the company said. Keep your peer perform rating on Tesla stock, and investors should not be surprised if the price cut triggers a negative short-term reaction to the stock price.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135442671","content_text":"特斯拉将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。一季度交付量：降价效应可持续吗？特斯拉2023年第一季度在全球交付超过42.2万辆汽车，打破了单季度的交付纪录。报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。业内分析认为，特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。积极因素：新低级车型呼之欲出最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据了解这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。不利因素：美国电动车退税政策再生变上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。从4月18日起，7500美元的税收抵免额中有一半将取决于电池组件是否主要由北美制造，另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。大行评级韦德布什证券：跑赢大盘评级，目标价225美元知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。贝尔德：增持评级，目标价252美元贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。伯恩斯坦：表现不佳评级，150美元目标价伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。Wolfe Research：同业表现评级Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944993356,"gmtCreate":1681658833976,"gmtModify":1681658837690,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944993356","repostId":"1102189876","repostType":2,"repost":{"id":"1102189876","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1681641413,"share":"https://ttm.financial/m/news/1102189876?lang=en_US&edition=fundamental","pubTime":"2023-04-16 18:36","market":"us","language":"zh","title":"Don't miss this bull run","url":"https://stock-news.laohu8.com/highlight/detail?id=1102189876","media":"格隆汇投资学苑","summary":"经济似乎还略显冷意，但股市已经迫不及待要热起来。经过一个多月的调整，上周五上证指数再一次逼近3月7日的高位，并显示要突破的态势，而A股成交额更是连续9个交易日超越1万亿。无独有偶，即使是深受美国经济衰","content":"<p><html><head></head><body>The economy still seems slightly cold, but the stock market can't wait to heat up.</p><p>After more than a month's adjustment, the Shanghai Composite Index approached the high level of March 7th again last Friday, showing a breakthrough trend, and the turnover of A shares exceeded 1 trillion for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P index, which has been deeply affected by the US recession, has quietly approached its highs on February 2nd.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the most sensitive sense of smell, and capital will not lie. The fact that it continues to attack upward has already explained the problem.</p><p>That's our simple view of the market in 2023:<strong>Don't miss this bull run.</strong></p><p><strong>Macroscopic aspect</strong></p><p>Every bull market occurs with a super trough as the premise.</p><p>What a trough 2022 is, every investor can feel it. With repeated epidemics, economic downturn, constant peripheral wars and crazy rate hike, the capital market is really miserable.</p><p>But everything will come to an end, and several big macro risks have basically been or are about to be reversed. First of all, the Russia-Ukraine war, the capital market has long been passivated, and second, the epidemic has been irrelevant. The only thing bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, the end is clearly visible, just short of the official announcement of the May meeting.</p><p>There are two fundamental factors that affect the stock market, one is<strong>economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>Domestic economic fundamentals, recovery is a foregone conclusion,</strong>On the surface, the domestic macroeconomic data does not seem too exciting, but the signs of improvement are showing step by step, especially at the consumption level. \"May Day\" is approaching, and the reservation data of tourist air tickets and hotels enhances the logic of consumption recovery. Now the market is waiting for the macroeconomic data for the first quarter of 2023 to be released two days later. Considering that there was a round of national infections after the epidemic was released at the beginning of the year, the data may not be very strong, but it is basically predictable. This should be regarded as the bottom of this year.</p><p><strong>On the periphery, there is a high probability that a U.S. economic recession will occur,</strong>It will have a negative effect on China's exports. Because as China's third-largest trading partner, China's exports to the United States are still as high as 536.8 billion US dollars under such difficult circumstances in 2022. However, China itself is expanding ties with other economies around the world in an effort to hedge against the negative impact of the United States. For a long time, even if the U.S. recession comes by appointment, according to the forecast of Federal Reserve officials, the impact will mainly be this year, and it will recover in the next two years. Therefore, surviving this year will basically be fine.</p><p>As for China's economic fundamentals, there will indeed be some disturbances in the short term, but there is really no reason to be pessimistic in the medium and long term, and it is impossible to reach last year's low level. Even if some deep-seated problems, such as the game between great powers and scientific and technological innovation, will not be solved immediately, fortunately, these problems will not worsen again, and the country is trying to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained low, at only 0.7% in March, which seems to signal that the economy is still awaiting a stronger recovery, but in turn, adds more possibilities for stimulating the economy and continuing to ease money.</strong>In fact, the monetary level has seen obvious easing, especially the social finance and M2 data released not long ago, but it takes time to transmit from the monetary level to the economy. In addition, the radical rate hike of the Federal Reserve is coming to an end step by step, which also provides more room for our monetary policy to exhibit.</p><p>The macro-economy is in the recovery channel, the general direction of liquidity is loose, and the stock market is bullish, so there is the most basic support.</p><p><strong>Microscopic surface</strong></p><p>At the micro level, it is mainly the profit of enterprises, which coincides with the collective disclosure of the first quarterly report by listed companies.</p><p>As of today, more than 200 A-share companies have disclosed their first-quarter performance forecasts, among which Langzi shares and Yanjing Beer, consumer stocks, have grown very strongly. Among them, the net profit of Langzi shares attributable to the parent has increased by 377-566 times year-on-year, and Yanjing Beer has increased by 71-75 times year-on-year. Although it looks extreme, it also represents the strong rebound of consumer stocks from the suppression of the epidemic last year to the release of the epidemic this year. While<strong>Technology stocks, represented by semiconductors, also show strong growth.</strong>Typically, North Huachuang, a semiconductor equipment manufacturer, is expected to increase its net profit attributable to the parent by 1.71-2 times year-on-year.</p><p>In the article at the beginning of the year, we mentioned the investment opportunities of semiconductors many times, but at that time, it was mainly based on the fact that the inventory cycle of semiconductors bottomed out in the first half of this year and entered an upward channel in the second half of the year, speculating on the logic of cycle reversal. The subsequent boom of chatGPT accelerated the cycle reversal of semiconductors. More importantly, the popularity of chatGPT also marked that a new round of technological revolution led by AI entered the fast lane. This technological revolution, which can shoulder mechanization, electrification and informatization, and is larger than them, has brought new growth space to the technology industry including semiconductors, and a new blue ocean prelude has slowly unfolded.</p><p>This is also the reason why we keep repeating the main line of investment this year, and the digital economy must be the biggest one.</p><p>If China basically followed others in science and technology in the past, this time, China is the most promising one of the leaders, because the digital economy has been established as a key industry developed and supported by the state. More importantly, China's strength in digital economy has been greatly improved. Even though there is still a gap with the United States in some key technical fields, its advantages are still obvious compared with most countries in the world.</p><p>Although there are many companies with the concept of rubbing on A-shares, on the whole, this technological revolution, the corresponding real bull stocks in China are highly likely, which undoubtedly provides a greater possibility for the stock market to go bull. At least from the financial perspective, this technological revolution with broad growth prospects and expected returns can easily attract incremental funds into the stock market.</p><p>As an investor, you need to pay more attention to this quarterly report, because it will not only confirm the recovery degree of the domestic economy, but also become an important basis for predicting the next economy and the performance of listed companies, or the evidence to verify the entry of incremental funds into the stock market. Although it has not been all announced yet, it is not advisable to draw a conclusion too early. However, given that there is no epidemic disturbance this year, it is at least certain that it will only be better than the same period last year.</p><p>And if the final result is indeed the case, it is only a matter of time before the Shanghai Stock Exchange breaks through the previous month's high.</p><p><strong>There is no suspense in the market outlook</strong></p><p>There is a famous saying in the investment community:<strong>The future is more important than the past.</strong></p><p>It means that the stock market is followed by ups and downs, and the most important thing is expectations.</p><p>In the past year in review, one thing that the author has the most profound experience is that in October last year, US stocks fell to the lowest point of the year, and A-share Hong Kong stocks also bottomed out that month.</p><p>If we look at it in a simple linear way, the federal interest rate in the United States was not very high at that time, and the economy was still very strong, but why did it fall to a low level early? However, the domestic epidemic pressure and economic pressure are so great, and it was even reported that there was a confidence crisis in foreign capital. It is understandable that the rapid decline, but why did it rebound strongly in a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic, that is, it responds to the real economy in advance. This response usually takes half a year, and it will be affected by other factors in the process, which can be accelerated or slowed down.</strong></p><p>The bottom of the Chinese and American stock markets in October last year was affected by this law, and now it has been verified step by step. First of all, the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly half a year from October last year; Secondly, China. That rapid decline did play a role in bottoming out ahead of schedule. Of course, the liberalization of the epidemic in November is the most important factor in the stock market rebound. If the closure continues, the rebound will not come so soon.</p><p>However, no matter what, it is unlikely that the stock market, whether it is A-shares, Hong Kong stocks or US stocks, will return to the bottom position of last year. Let alone the domestic economic recovery and loose liquidity. Even if US stocks enter the stage of \"killing profits\", it will be difficult to happen unless the performance of listed companies collapses on a large scale. When the bank stocks stormed in March, there was a round of panic, but so far, there has been no expected collapse, and the performance of big banks like JPMorgan Chase has increased greatly. In terms of indexes, the most injured Dow Jones volatility is around 10%, while Nasdaq and S&P 500 are far below 10%, and all three major indexes have completely recovered their March losses and risen a lot.</p><p>It can be said that the biggest macro risk now is only the economic recession in the United States. If the stock market reacts to the future in advance, it will be half a year later. In other words, the stock market is pricing a recession half a year later. Of course, whether it is fully priced remains to be announced by other economies, listed company data and follow-up policies. If these data decline beyond expectations, the stock market will still follow. If it meets expectations, the stock market can be flat, but if it improves beyond expectations, the rebound will happen at any time.</p><p>If the two factors mentioned above-economic fundamentals and liquidity-are used, the liquidity tightening of U.S. stocks is basically priced by the market, and the only bad thing is to wait for the economic bottom. The situation in China is better, because our economic fundamentals have bottomed out and are in the recovery stage.</p><p><strong>epilogue</strong></p><p>If last year was the collapse moment of the global capital market, then the upward resonance of the global capital market this year should be the most anticipated and highly probable thing.</p><p>Now, the signs of a bull in the market outlook may not be obvious, because except the AI sector, other sectors are still relatively low-key, which requires some catalytic factors and some time. But just as the wind rises at the end of Qingping and the waves form between slight waves, the stock market will not directly tell you that the bull market is coming. However, since the expectation for the future is good and the valuation is at a low level, it is a good thing to perform low-key, which is equivalent to giving investors the opportunity to get on the bus. If it has gone wild, there is no chance.</p><p>Chinese people often say that it is extremely prosperous, and the same is true in the stock market. If one sentence is enough for this year's stock market investment strategy, it is:</p><p><strong>Don't miss this bull run!</strong></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>Don't miss this bull run</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\">\nDon't miss this bull run\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2023-04-16 18:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The economy still seems slightly cold, but the stock market can't wait to heat up.</p><p>After more than a month's adjustment, the Shanghai Composite Index approached the high level of March 7th again last Friday, showing a breakthrough trend, and the turnover of A shares exceeded 1 trillion for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P index, which has been deeply affected by the US recession, has quietly approached its highs on February 2nd.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the most sensitive sense of smell, and capital will not lie. The fact that it continues to attack upward has already explained the problem.</p><p>That's our simple view of the market in 2023:<strong>Don't miss this bull run.</strong></p><p><strong>Macroscopic aspect</strong></p><p>Every bull market occurs with a super trough as the premise.</p><p>What a trough 2022 is, every investor can feel it. With repeated epidemics, economic downturn, constant peripheral wars and crazy rate hike, the capital market is really miserable.</p><p>But everything will come to an end, and several big macro risks have basically been or are about to be reversed. First of all, the Russia-Ukraine war, the capital market has long been passivated, and second, the epidemic has been irrelevant. The only thing bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, the end is clearly visible, just short of the official announcement of the May meeting.</p><p>There are two fundamental factors that affect the stock market, one is<strong>economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>Domestic economic fundamentals, recovery is a foregone conclusion,</strong>On the surface, the domestic macroeconomic data does not seem too exciting, but the signs of improvement are showing step by step, especially at the consumption level. \"May Day\" is approaching, and the reservation data of tourist air tickets and hotels enhances the logic of consumption recovery. Now the market is waiting for the macroeconomic data for the first quarter of 2023 to be released two days later. Considering that there was a round of national infections after the epidemic was released at the beginning of the year, the data may not be very strong, but it is basically predictable. This should be regarded as the bottom of this year.</p><p><strong>On the periphery, there is a high probability that a U.S. economic recession will occur,</strong>It will have a negative effect on China's exports. Because as China's third-largest trading partner, China's exports to the United States are still as high as 536.8 billion US dollars under such difficult circumstances in 2022. However, China itself is expanding ties with other economies around the world in an effort to hedge against the negative impact of the United States. For a long time, even if the U.S. recession comes by appointment, according to the forecast of Federal Reserve officials, the impact will mainly be this year, and it will recover in the next two years. Therefore, surviving this year will basically be fine.</p><p>As for China's economic fundamentals, there will indeed be some disturbances in the short term, but there is really no reason to be pessimistic in the medium and long term, and it is impossible to reach last year's low level. Even if some deep-seated problems, such as the game between great powers and scientific and technological innovation, will not be solved immediately, fortunately, these problems will not worsen again, and the country is trying to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained low, at only 0.7% in March, which seems to signal that the economy is still awaiting a stronger recovery, but in turn, adds more possibilities for stimulating the economy and continuing to ease money.</strong>In fact, the monetary level has seen obvious easing, especially the social finance and M2 data released not long ago, but it takes time to transmit from the monetary level to the economy. In addition, the radical rate hike of the Federal Reserve is coming to an end step by step, which also provides more room for our monetary policy to exhibit.</p><p>The macro-economy is in the recovery channel, the general direction of liquidity is loose, and the stock market is bullish, so there is the most basic support.</p><p><strong>Microscopic surface</strong></p><p>At the micro level, it is mainly the profit of enterprises, which coincides with the collective disclosure of the first quarterly report by listed companies.</p><p>As of today, more than 200 A-share companies have disclosed their first-quarter performance forecasts, among which Langzi shares and Yanjing Beer, consumer stocks, have grown very strongly. Among them, the net profit of Langzi shares attributable to the parent has increased by 377-566 times year-on-year, and Yanjing Beer has increased by 71-75 times year-on-year. Although it looks extreme, it also represents the strong rebound of consumer stocks from the suppression of the epidemic last year to the release of the epidemic this year. While<strong>Technology stocks, represented by semiconductors, also show strong growth.</strong>Typically, North Huachuang, a semiconductor equipment manufacturer, is expected to increase its net profit attributable to the parent by 1.71-2 times year-on-year.</p><p>In the article at the beginning of the year, we mentioned the investment opportunities of semiconductors many times, but at that time, it was mainly based on the fact that the inventory cycle of semiconductors bottomed out in the first half of this year and entered an upward channel in the second half of the year, speculating on the logic of cycle reversal. The subsequent boom of chatGPT accelerated the cycle reversal of semiconductors. More importantly, the popularity of chatGPT also marked that a new round of technological revolution led by AI entered the fast lane. This technological revolution, which can shoulder mechanization, electrification and informatization, and is larger than them, has brought new growth space to the technology industry including semiconductors, and a new blue ocean prelude has slowly unfolded.</p><p>This is also the reason why we keep repeating the main line of investment this year, and the digital economy must be the biggest one.</p><p>If China basically followed others in science and technology in the past, this time, China is the most promising one of the leaders, because the digital economy has been established as a key industry developed and supported by the state. More importantly, China's strength in digital economy has been greatly improved. Even though there is still a gap with the United States in some key technical fields, its advantages are still obvious compared with most countries in the world.</p><p>Although there are many companies with the concept of rubbing on A-shares, on the whole, this technological revolution, the corresponding real bull stocks in China are highly likely, which undoubtedly provides a greater possibility for the stock market to go bull. At least from the financial perspective, this technological revolution with broad growth prospects and expected returns can easily attract incremental funds into the stock market.</p><p>As an investor, you need to pay more attention to this quarterly report, because it will not only confirm the recovery degree of the domestic economy, but also become an important basis for predicting the next economy and the performance of listed companies, or the evidence to verify the entry of incremental funds into the stock market. Although it has not been all announced yet, it is not advisable to draw a conclusion too early. However, given that there is no epidemic disturbance this year, it is at least certain that it will only be better than the same period last year.</p><p>And if the final result is indeed the case, it is only a matter of time before the Shanghai Stock Exchange breaks through the previous month's high.</p><p><strong>There is no suspense in the market outlook</strong></p><p>There is a famous saying in the investment community:<strong>The future is more important than the past.</strong></p><p>It means that the stock market is followed by ups and downs, and the most important thing is expectations.</p><p>In the past year in review, one thing that the author has the most profound experience is that in October last year, US stocks fell to the lowest point of the year, and A-share Hong Kong stocks also bottomed out that month.</p><p>If we look at it in a simple linear way, the federal interest rate in the United States was not very high at that time, and the economy was still very strong, but why did it fall to a low level early? However, the domestic epidemic pressure and economic pressure are so great, and it was even reported that there was a confidence crisis in foreign capital. It is understandable that the rapid decline, but why did it rebound strongly in a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic, that is, it responds to the real economy in advance. This response usually takes half a year, and it will be affected by other factors in the process, which can be accelerated or slowed down.</strong></p><p>The bottom of the Chinese and American stock markets in October last year was affected by this law, and now it has been verified step by step. First of all, the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly half a year from October last year; Secondly, China. That rapid decline did play a role in bottoming out ahead of schedule. Of course, the liberalization of the epidemic in November is the most important factor in the stock market rebound. If the closure continues, the rebound will not come so soon.</p><p>However, no matter what, it is unlikely that the stock market, whether it is A-shares, Hong Kong stocks or US stocks, will return to the bottom position of last year. Let alone the domestic economic recovery and loose liquidity. Even if US stocks enter the stage of \"killing profits\", it will be difficult to happen unless the performance of listed companies collapses on a large scale. When the bank stocks stormed in March, there was a round of panic, but so far, there has been no expected collapse, and the performance of big banks like JPMorgan Chase has increased greatly. In terms of indexes, the most injured Dow Jones volatility is around 10%, while Nasdaq and S&P 500 are far below 10%, and all three major indexes have completely recovered their March losses and risen a lot.</p><p>It can be said that the biggest macro risk now is only the economic recession in the United States. If the stock market reacts to the future in advance, it will be half a year later. In other words, the stock market is pricing a recession half a year later. Of course, whether it is fully priced remains to be announced by other economies, listed company data and follow-up policies. If these data decline beyond expectations, the stock market will still follow. If it meets expectations, the stock market can be flat, but if it improves beyond expectations, the rebound will happen at any time.</p><p>If the two factors mentioned above-economic fundamentals and liquidity-are used, the liquidity tightening of U.S. stocks is basically priced by the market, and the only bad thing is to wait for the economic bottom. The situation in China is better, because our economic fundamentals have bottomed out and are in the recovery stage.</p><p><strong>epilogue</strong></p><p>If last year was the collapse moment of the global capital market, then the upward resonance of the global capital market this year should be the most anticipated and highly probable thing.</p><p>Now, the signs of a bull in the market outlook may not be obvious, because except the AI sector, other sectors are still relatively low-key, which requires some catalytic factors and some time. But just as the wind rises at the end of Qingping and the waves form between slight waves, the stock market will not directly tell you that the bull market is coming. However, since the expectation for the future is good and the valuation is at a low level, it is a good thing to perform low-key, which is equivalent to giving investors the opportunity to get on the bus. If it has gone wild, there is no chance.</p><p>Chinese people often say that it is extremely prosperous, and the same is true in the stock market. If one sentence is enough for this year's stock market investment strategy, it is:</p><p><strong>Don't miss this bull run!</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{".SPX":"S&P 500 Index","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102189876","content_text":"经济似乎还略显冷意，但股市已经迫不及待要热起来。经过一个多月的调整，上周五上证指数再一次逼近3月7日的高位，并显示要突破的态势，而A股成交额更是连续9个交易日超越1万亿。无独有偶，即使是深受美国经济衰退影响的标普指数，也已经悄无声息地逼近2月2日的高位。股市的嗅觉最灵敏，资本也不会骗人，持续向上攻的事实，已经说明问题。那就是我们对于2023年市场的一个简单观点：不要错过这一轮牛市。宏观面每一轮牛市的发生，都有一个超级低谷作为前提。2022年是何等的低谷，每一个投资者都能感受得到。疫情反复、经济下滑，外围战事不断、加息疯狂，资本市场真的是苦不堪言。但任何事都会有了结的时刻，几个大的宏观风险，现在基本已经或者即将反转。首先是俄乌战争，资本市场早已钝化，其次是疫情也已经无关痛痒，现在唯一差的，就是全球的加息，尤其是美联储的正式结束。幸运的是，这个结束已经清晰可见，只差5月份会议的官宣。影响股市的两个基本因素，一个是经济基本面，一个是流动性。国内的经济基本面，复苏已成定局，表面上看国内的宏观经济数据似乎并没有太令人激动，但好转的迹象正在一步步呈现，特别是消费层面，“五一”将至，旅游机票酒店的预定数据增强了消费回暖的逻辑。现在市场都在等待两天后公布的2023年一季度的宏观经济数据，考虑到年初疫情放开后出现过一轮全民感染，数据未必很强劲，但基本也可以预见，这应该算是今年的底部了。外围方面，美国经济衰退大概率会出现，对于中国出口会有负面作用。因为作为中国第三大贸易伙伴，2022年如此艰难的情况下，中国出口美国依然高达5368亿美元。不过，中国本身也在扩大和全球其他经济体的联系，努力对冲美国的负面影响。而拉长时间看，即使美国衰退预约而至，根据美联储官员的预计，影响主要在今年，明后两年会走向复苏。所以，熬过今年基本也就没事了。对于中国经济基本面，短期看确实会有一些扰动，但中长期确实没有理由悲观，也不可能再下探到去年的低位。即使一些深层次的问题，例如大国博弈、科技创新，不会马上得到解决，可幸的是，这些问题也不至于再度恶化，而且国家也在努力一步步突围。流动性方面，中国的CPI维持在较低的位置，3月份只有0.7%，这似乎预示着经济仍有待更强劲的复苏，但反过来说，为刺激经济以及继续宽松货币增加更多的可能性。实际上，货币层面已经看到明显的宽松，特别是不久前公布的社融、M2数据，只不过从货币层面到经济的传导需要时间。另外，美联储的激进加息一步步走向终结，也为我们的货币政策提供更多的施展空间。宏观经济处于复苏通道，流动性的大方向是宽松，股市走牛，就有了最基本的支持。微观面微观层面，主要是企业的盈利，恰逢上市公司集体披露一季报。截至今天，A股披露一季度业绩预告的公司超过200家，其中消费股的朗姿股份、燕京啤酒增长非常强劲，其中朗姿股份归母净利润同比增长达到377-566倍，燕京啤酒同比增长71-75倍。虽然看上去极端，但也代表了消费股从去年被疫情压制，到今年放开疫情后强势的反弹态势。而以半导体为代表的科技股，同样显示出强劲的增长态势。典型的是半导体设备商北方华创，预计归母净利润同比增长1.71--2倍。在年初的文章中，我们就多次提及半导体的投资机会，不过彼时主要是基于半导体的库存周期在今年上半年见底，下半年进入上升通道，炒的是周期反转的逻辑。其后出现的chatGPT热潮，加速了半导体的周期反转，更重要的是，chatGPT的大热，也标志着以AI为首的新一轮技术革命进入快车道，这个可以比肩机械化、电气化和信息化，而且比它们规模更大的技术革命，给包括半导体在内的科技行业带来新的增长空间，一个新的蓝海序幕已经徐徐展开。这也是我们不断重复今年的投资主线，数字经济必定是最大的一个的理由。如果说以往中国在科技方面基本都是跟着别人走，但这一次，中国是最有希望成为其中一位领跑者，因为数字经济已经被确立为国家重点发展和扶持的产业，更重要的是，中国在数字经济方面的实力已经大大提高，即使在一些关键技术领域和美国尚有差距，但和全球大部分国家相比，优势还是很明显。虽然A股上也存在不少蹭概念的公司，但总体上看，这一个技术革命，中国出现相对应的真牛股是大概率的，这无疑也为股市走牛提供了更大的可能性。至少从资金面上看，这种拥有广阔增长前景和预期收益的技术革命，是很容易吸引增量资金进入股市的。作为投资者，需要更多地关注这一次的季报，因为这不但会印证国内经济的复苏程度，也会成为预测接下来经济以及上市公司业绩的重要依据，还是验证增量资金进入股市的证据。虽然现在尚未全部公布，过早下结论不可取，但鉴于今年没有已经没有疫情扰动，至少可以肯定，整体上比起去年同期，只会好不会差。而如果最后的结果确实如此的话，上证突围前月高点，只是时间问题。后市走牛无悬念投资界有句名言：未来比过去重要。意思是，股市后面是涨是跌，最重要的是预期。复盘过去一年，有一点是笔者体会最为深刻的，都发生去年10月，美股跌入年内低点，A股港股也是在那个月见底。如果简单的线性思维去看，那时美国的联邦利率并没有很高，经济也还很强劲，但为何早早就跌入低位呢？而国内疫情压力、经济压力又那么大，甚至一度传出外资出现信心危机，快速下跌可以理解，但为何没过几天就强力反弹了呢？难道不应该继续下跌吗？实际上，股市还有另一个特征，就是提前对实体经济做出反应，这种反应通常以半年为常，而且过程当中还会受其他因素的影响，可以加快也可以减慢。去年10月份中美股市的底部，就受到这个规律的影响，现在也一步步得到验证，首先是美国的加息行为，如果今年5月份如期结束，距离去年10月份，正好半年；其次是中国，那一次快速下跌，确实起到了提前见底的作用，当然，11月疫情放开是股市反弹也是最重要的一个因素，如果继续封控，反弹未至于那么快到来。但不管如何，想要股市，不管是A股、港股还是美股，回到去年的底部位置，可能性都不高了，国内经济复苏，流动性宽松就不说了，即使是美股进入“杀盈利”阶段，除非上市公司业绩大面积崩溃，否则很难会出现。3月份银行股暴雷的时候，曾经引发过一轮恐慌，但到现在为止，也没有出现预期中的崩溃现象，摩根大通这种大银行业绩反而大增。指数方面，最受伤的道琼斯波幅在10%左右，而纳斯达克、标普500远低于10%，并且三大指数都已经完全收复3月份跌幅并上涨不少。可以说，现在最大的宏观风险只是美国的经济衰退，如果按照股市提前反应未来的特征，现在交易的正是半年之后。换句话说，股市正在定价半年之后的经济衰退。当然，是否完全定价还有待于其他经济、上市公司数据，以及后续政策的公布，如果这些数据超预期下滑，那股市还是会跟着，如果符合预期，那股市可以持平，但如果超预期向好，反弹就会随时发生。如果用前文所说的两个因素——经济基本面和流动性，美股的流动性紧缩基本被市场定价，唯一差的就是等经济面见底。而中国的情况，要更好一些，因为我们的经济基本面已经见底，并处于回升阶段。结语如果说去年是全球资本市场的崩溃时刻，那今年出现全球资本市场向上共振，应该是最值得期待，也是大概率的事情。现在看，后市走牛的迹象可能还不至于很明显，因为除了AI板块，其他板块都还相对低调，需要一些催化因素，也需要一些时日。但正如风起于青萍之末，浪成于微澜之间，股市不会直接告诉你牛市来了，但既然对于未来的预期向好，估值上又处于低位，表现低调反而是好事，这等于给了投资者上车的机会。如果已经狂飙起来了，机会就没有了。中国人常常说否极泰来，放在股市也是如此。如果说对于今年股市的投资策略，一句话足矣，那就是：不要错过这一轮牛市！","news_type":1,"symbols_score_info":{"000001.SH":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945447501,"gmtCreate":1681571360803,"gmtModify":1681571364430,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945447501","repostId":"1137337807","repostType":2,"isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945235280,"gmtCreate":1681482061740,"gmtModify":1681482064368,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945235280","repostId":"2327812125","repostType":2,"repost":{"id":"2327812125","kind":"news","pubTimestamp":1681481011,"share":"https://ttm.financial/m/news/2327812125?lang=en_US&edition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22:03","market":"us","language":"zh","title":"Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2327812125","media":"智通财经","summary":"智通财经APP获悉，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。","content":"<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, which are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, which are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/911257.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327812125","content_text":"4月14日，，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。分析师表示，尽管个人电脑和数据中心领域遇到麻烦，但AMD今年晚些时候的获益可能会超过英特尔，因为AMD将推出包括Genoa服务器CPU在内的新产品。分析师表示：“考虑到AMD与云计算供应商的大量接触，而这些云计算供应商们预计将在AI热潮下加大对CPU/加速器的投资，我们认为AMD总体上处于更好的地位。其5nm Genoa服务器CPU也拥有流程节点优势和更好的多线程性能。”市场目前普遍预期，AMD今年第一季度的营收为53.1亿美元，每股收益为0.56美元。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨(部分原因是其在AI领域的投资组合)，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。在英特尔公布第一季度业绩之前，分析师下调了对该公司2023年的业绩预计，将销售额和每股收益预期分别下调了6%和38%。","news_type":1,"symbols_score_info":{"AMD":1,"GFS":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9984715415,"gmtCreate":1667742228938,"gmtModify":1676537957787,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984715415","repostId":"2280574557","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982161640,"gmtCreate":1667118833181,"gmtModify":1676537863910,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982161640","repostId":"1176991053","repostType":4,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988892842,"gmtCreate":1666711177486,"gmtModify":1676537794251,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988892842","repostId":"1131897083","repostType":4,"repost":{"id":"1131897083","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":1666710614,"share":"https://ttm.financial/m/news/1131897083?lang=en_US&edition=fundamental","pubTime":"2022-10-25 23:10","market":"us","language":"zh","title":"U.S. new energy vehicle stocks rose generally, Tesla rose more than 5%, Li Auto rose 11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131897083","media":"老虎资讯综合","summary":"周二盘中，美股新能源车股涨幅扩大，特斯拉涨超5%，理想汽车涨11%，蔚来、小鹏汽车涨超8%。","content":"<p><html><head></head><body>On Tuesday, the gains of new energy vehicle stocks in U.S. stocks expanded,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 5%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 11%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It rose more than 8%.</p><p><img src=\"https://static.tigerbbs.com/578f273232d90d5ea35b562472f8c8f1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d550e311602c3ce18b996c1fd442cde0\" 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>U.S. new energy vehicle stocks rose generally, Tesla rose more than 5%, Li Auto rose 11%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. new energy vehicle stocks rose generally, Tesla rose more than 5%, Li Auto rose 11%\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\">2022-10-25 23:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, the gains of new energy vehicle stocks in U.S. stocks expanded,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 5%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 11%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It rose more than 8%.</p><p><img src=\"https://static.tigerbbs.com/578f273232d90d5ea35b562472f8c8f1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d550e311602c3ce18b996c1fd442cde0\" 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/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131897083","content_text":"周二盘中，美股新能源车股涨幅扩大，特斯拉涨超5%，理想汽车涨11%，蔚来、小鹏汽车涨超8%。","news_type":1,"symbols_score_info":{"LI":0.9,"XPEV":0.9,"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914855019,"gmtCreate":1665242714431,"gmtModify":1676537577527,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914855019","repostId":"2273336343","repostType":4,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030316710,"gmtCreate":1645631018960,"gmtModify":1676534047286,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"Hello&nbsp;","listText":"Hello&nbsp;","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030316710","repostId":"1129874331","repostType":4,"repost":{"id":"1129874331","kind":"news","pubTimestamp":1645630215,"share":"https://ttm.financial/m/news/1129874331?lang=en_US&edition=fundamental","pubTime":"2022-02-23 23:30","market":"us","language":"zh","title":"How big is the impact of Biden's sanctions on Russian sovereign bonds?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129874331","media":"金十数据","summary":"对俄罗斯来说，短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到，即使乌克兰危机升级后俄罗斯国债已大幅下跌，但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获","content":"<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors aware that even if Russia's Treasury Bond has fallen sharply following the escalation of the Ukrainian crisis, it could still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not significantly restrict Russia's access to funding, its action on Tuesday was a warning. Investors remain wary of the potential for more sanctions, moves that could affect more Russian banks and even limit the ability of Russian rubles to be converted into foreign currencies.</p><p>Under the sanctions, many U.S. -linked investors will not be able to buy any new Russian sovereign bonds issued after March 1 in the secondary market after they had been restricted from buying them in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a knock-on effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the Institute of International Finance, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, combined with other actions by European countries, could hinder Russia's economic growth.\" Russian asset prices take a beating</p><p>With the escalation of the Ukraine crisis, European and American sanctions and possible further measures have increased the pressure on Russian assets, whose asset prices have fallen sharply.</p><p>Credit default swap data shows the cost of insuring debt in Russia has soared to about 342 basis points, up from just over 100 basis points in mid-December last year. Popular ETFs investing in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF posting its biggest drop since the pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% year-to-date, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. administration official told reporters that the sanctions imposed on Russia's sovereign debt have targeted primary markets, which are key for the state to raise funds. Very similar measures have been implemented in Europe, according to the official. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>U.S. residents held about $14 billion in long-term Russian bonds as of December, slightly more than Turkish bonds but less than half the U.S. holdings of Norwegian bonds, according to Treasury Department data.</p><p>On Tuesday, Russia's euro bonds due 2028 fell 3.7 cents to 136 cents of the face value of the dollar, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The additional yield on Russia's sovereign debt relative to the U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department had warned that sanctions on Russia's sovereign debt market would put global finance at risk of turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings from investors that the sanctions were just bluff. Guido Chamorro, head of Pictet Asset Management in London, believes that although sanctions mean Russia will not be able to borrow from abroad for some time, Russia can perfectly \"live\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low external debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He thinks:</p><p>\"If the sanctions end here, then we may not see much additional sell order because the price has already been adjusted. But if the situation escalates further and leads to more and tougher sanctions, then it's all over. From eurobonds to the ruble, tougher sanctions could lead to a larger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because we can choose to sell or increase our positions if necessary. These are not tough sanctions, and obviously they are intentional,\" wrote Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion in emerging market debt.</p><p>\"While this makes it harder for Russia to issue foreign debt, they really don't need it. If sanctions are tightened in the future (such as involving more Russian banks), it could make it harder for local banks to pay their debt,\" said Jens Nystedt, senior asset manager at Emso Asset Management.</p><p>\"I think this is only the first round of sanctions, and the US and Europe will leave a hand depending on how things develop.\"</body></html></p>","source":"jssj","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>How big is the impact of Biden's sanctions on Russian sovereign bonds?</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\">\nHow big is the impact of Biden's sanctions on Russian sovereign bonds?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2022-02-23 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors aware that even if Russia's Treasury Bond has fallen sharply following the escalation of the Ukrainian crisis, it could still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not significantly restrict Russia's access to funding, its action on Tuesday was a warning. Investors remain wary of the potential for more sanctions, moves that could affect more Russian banks and even limit the ability of Russian rubles to be converted into foreign currencies.</p><p>Under the sanctions, many U.S. -linked investors will not be able to buy any new Russian sovereign bonds issued after March 1 in the secondary market after they had been restricted from buying them in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a knock-on effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the Institute of International Finance, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, combined with other actions by European countries, could hinder Russia's economic growth.\" Russian asset prices take a beating</p><p>With the escalation of the Ukraine crisis, European and American sanctions and possible further measures have increased the pressure on Russian assets, whose asset prices have fallen sharply.</p><p>Credit default swap data shows the cost of insuring debt in Russia has soared to about 342 basis points, up from just over 100 basis points in mid-December last year. Popular ETFs investing in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF posting its biggest drop since the pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% year-to-date, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. administration official told reporters that the sanctions imposed on Russia's sovereign debt have targeted primary markets, which are key for the state to raise funds. Very similar measures have been implemented in Europe, according to the official. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>U.S. residents held about $14 billion in long-term Russian bonds as of December, slightly more than Turkish bonds but less than half the U.S. holdings of Norwegian bonds, according to Treasury Department data.</p><p>On Tuesday, Russia's euro bonds due 2028 fell 3.7 cents to 136 cents of the face value of the dollar, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The additional yield on Russia's sovereign debt relative to the U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department had warned that sanctions on Russia's sovereign debt market would put global finance at risk of turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings from investors that the sanctions were just bluff. Guido Chamorro, head of Pictet Asset Management in London, believes that although sanctions mean Russia will not be able to borrow from abroad for some time, Russia can perfectly \"live\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low external debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He thinks:</p><p>\"If the sanctions end here, then we may not see much additional sell order because the price has already been adjusted. But if the situation escalates further and leads to more and tougher sanctions, then it's all over. From eurobonds to the ruble, tougher sanctions could lead to a larger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because we can choose to sell or increase our positions if necessary. These are not tough sanctions, and obviously they are intentional,\" wrote Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion in emerging market debt.</p><p>\"While this makes it harder for Russia to issue foreign debt, they really don't need it. If sanctions are tightened in the future (such as involving more Russian banks), it could make it harder for local banks to pay their debt,\" said Jens Nystedt, senior asset manager at Emso Asset Management.</p><p>\"I think this is only the first round of sanctions, and the US and Europe will leave a hand depending on how things develop.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/90384\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b723feb7135a01ca53f3c6edab4b9665","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/90384","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129874331","content_text":"对俄罗斯来说，短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到，即使乌克兰危机升级后俄罗斯国债已大幅下跌，但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获得资金，但其周二的行动是一个警告。投资者仍对潜在的更多制裁保持警惕，这些举措可能会影响更多的俄罗斯银行，甚至会限制俄罗斯卢布兑换成外币的能力。根据制裁，许多与美国相关的投资者将不能在二级市场购买3月1日之后新发行的任何俄罗斯主权债券，此前他们已被限制在一级市场购买这些债券。一级市场似乎是制裁的主要目标，但随着俄罗斯考虑再融资活动，这可能就会对其现有债务和未来的潜在风险产生连锁反应。国际金融协会执行副会长Clay Lowery称：“短期内，这不大可能影响俄罗斯经济。但从长远来看，这一举措加上欧洲国家的其他行动，可能会阻碍俄罗斯的经济增长。”俄罗斯资产价格遭受重挫随着乌克兰危机的升级，欧美的制裁以及可能进一步采取的措施，增加了俄罗斯资产面临的压力，俄罗斯的资产价格已经急剧下降。信用违约互换数据显示，俄罗斯债务保险的成本已飙升至约342个基点，去年12月中旬时仅略高于100个基点。周二，投资俄罗斯大型股票的热门ETF也出现抛售，市值达14亿美元的VanEck俄罗斯ETF创下了自2020年3月新冠疫情冲击全球市场以来的最大跌幅。与此同时，卢布今年迄今已下跌逾5%，是全球表现最差的主要货币。美国政府一名高级官员对记者表示，对俄罗斯主权债务实施的制裁主要针对一级市场，而一级市场是国家筹集资金的关键。据这位官员称，欧洲已经实施了非常类似的措施。日本首相岸田文雄周三也表示，他将禁止在日本发行和出售新的俄罗斯政府债券。美国财政部数据显示，截至去年12月，美国居民持有的俄罗斯长期债券规模约为140亿美元，略高于土耳其债券，但不到美国所持挪威债券的一半。周二，受美国制裁措施影响，俄罗斯2028年到期的欧元债券下跌3.7美分，至1美元面值的136美分，为2015年以来的最低水平。根据摩根大通的指数，俄罗斯主权债务相对于美国国债的额外收益率在周二上升了50个基点，至330个基点。投资者权衡制裁的影响美国财政部曾警告称，制裁俄罗斯主权债务市场将导致全球金融面临动荡的风险。现在，投资者正在权衡进一步制裁的可能性，以及这些制裁将如何在市场上表现出来。周三俄罗斯股市的反弹也突显出投资者认为制裁只是虚张声势的警告。Pictet Asset Management驻伦敦的主管Guido Chamorro认为，尽管制裁意味着俄罗斯将在一段时间内无法从国外借款，但俄罗斯完全可以在没有外国资金的情况下“过日子”。在他看来，国际收支双顺差、较低的外债水平和较高的外汇储备意味着俄罗斯相对能够自给自足。他认为：“如果制裁到此为止，那么我们可能不会看到太多额外的卖盘，因价格已经调整完毕。但是，如果局势进一步升级，导致更多更严厉的制裁，那么一切都完了。从欧元债券到卢布，更严厉的制裁可能导致俄罗斯所有资产出现更大的下行趋势。Brandywine Global Investment Management投资组合经理Jack McIntyre表示：“只要不包括现有的俄罗斯债务，市场就会好起来的。因为在必要情况下，我们可以选择出售或增持头寸。这些不是严厉的制裁，显然这是有意为之。”管理着720亿美元的新兴市场债务的PGIM Fixed Income的主管Cathy Hepworth写道:“虽然这让俄罗斯发行外债变得更加困难，但他们真的不需要。如果今后制裁力度加大（比如涉及到更多的俄罗斯银行），这可能会让当地银行更难偿还债务。”Emso资产管理公司高级资产经理Jens Nystedt表示:“我认为这只是第一轮制裁，美国和欧洲将根据事态的发展留一手。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940532329,"gmtCreate":1678026124862,"gmtModify":1678026129363,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940532329","repostId":"2317151532","repostType":4,"repost":{"id":"2317151532","kind":"highlight","pubTimestamp":1678005276,"share":"https://ttm.financial/m/news/2317151532?lang=en_US&edition=fundamental","pubTime":"2023-03-05 16:34","market":"hk","language":"zh","title":"Capturing the United States and Japan, China Battery Holds Lithium Iron Phosphate to the Top Stream of Trams","url":"https://stock-news.laohu8.com/highlight/detail?id=2317151532","media":"华尔街见闻","summary":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还","content":"<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automobile market in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automobile market gradually climbs, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate battery has the advantages of low price and high safety. It also improves the battery capacity through technical upgrading, thus extending the original cruising range. In recent years, it has been very favored by car companies.</p><p>Last year, lithium iron phosphate battery technology accounted for about half of the battery capacity sold for electric vehicles in China, according to research by consulting firm Adamas Intelligence; In the United States, it was only 9%, or even zero in the previous year. But that trend is about to change — and there are signs that the battery technology, popular in China, is making inroads into electric vehicle markets in the U.S. and Japan, and grabbing market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will start producing lithium iron phosphate batteries in Michigan. The company will continue its expansion following the commissioning of a new $1.6 billion facility next year; By 2027, the company plans to provide enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Ryan Castilloux, founder of Adamas Intelligence, said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery capacity in the United States, the consulting firm expects,<b>All major automakers will tend to use the battery on entry-level EVs; In the middle of the next decade, the share of lithium iron phosphate batteries in the United States will improve to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that in terms of the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>US battery start-up Kore Power also expects growing demand for lithium iron phosphate batteries in the US. The company's planned Arizona facility in late 2024 will have two assembly lines, one for nickel-manganese-cobalt (NMC), one of the mainstream lithium-ion batteries, and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>etc. are also promoting the adoption of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">CATL</a>At the same time, Ford announced that the two parties will build a new power battery factory in Michigan, USA to cooperate in producing lithium iron phosphate batteries, with an investment of up to 3.5 billion US dollars. CATL will provide technical and service support for its production and license battery patented technology; Ford engineers will be responsible for the integration of battery cells with the whole vehicle, with some equipment coming from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>The company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs, an executive of the company said in February.</p><p><h2>Lithium iron phosphate batteries enter Japanese car market</h2>According to Japanese media reports, on February 3rd, Okayama Prefecture, Japan launched the plan to build the largest battery factory in Japan, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts), which can store the electricity consumption of 450,000 households in one day.</p><p>Leading the project is PowerX (Minato-ku, Tokyo), a renewable energy start-up founded in 2021. As the driving force, PowerX has set its sights on lithium iron phosphate batteries rather than the current mainstream of stationary storage batteries-ternary lithium batteries using cobalt or nickel. The company will use stationary lithium iron phosphate batteries mass-produced at the new factory and strive to build 7,000 pure electric vehicle charging devices in Japan by 2030.</p><p><h2>Chinese Enterprises Accelerate Expansion</h2>The data shows that Chinese enterprises occupy an overwhelming advantage in the field of vehicle batteries as the main battlefield.</p><p>According to data from South Korea's SNE survey, in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>The first two are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the speed at which the EV market is expanding. Since 2010, China has granted subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location of battery factories, which has accelerated the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's CATL, the world's largest vehicle battery company, is taking the lead.</p><p>In July 2022, CATL's chief scientist, Kai Wu, said the company's battery can give a pure electric vehicle a range of more than 700 kilometers on a single charge. CATL will launch \"M3P\" batteries improved from lithium iron phosphate batteries in 2023. Range can exceed major pure EVs such as Nissan's 'Leaf'.</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries, a form of lithium-ion batteries, are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the U.S. because it had worse endurance than batteries like the NMC, but could be charged more times before performance dropped significantly. For American drivers, range is seen as too important to sacrifice it for price, says Chloe Herrera, chief battery analyst at Lux Research: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would have advised you to use lithium iron phosphate batteries in your car.\"</p><p>One factor driving the new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As EV sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>The price of nickel has more than doubled in the past three years; When the Russia-Ukraine conflict broke out a year ago, nickel prices also skyrocketed. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are terrible. Cobalt prices also rose sharply between 2020 and 2022 before falling back to where they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As the patent expires, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>Additionally, the adoption of public charging stations will accelerate, driven by federal government subsidies, potentially reducing driver concerns about battery endurance. From the point of view of safety, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk Warning and Disclaimer</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the particular investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions, or conclusions in this article are consistent with their particular situation. Invest accordingly at your own responsibility.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Capturing the United States and Japan, China Battery Holds Lithium Iron Phosphate to the Top Stream of Trams</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\">\nCapturing the United States and Japan, China Battery Holds Lithium Iron Phosphate to the Top Stream of Trams\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-05 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automobile market in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automobile market gradually climbs, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate battery has the advantages of low price and high safety. It also improves the battery capacity through technical upgrading, thus extending the original cruising range. In recent years, it has been very favored by car companies.</p><p>Last year, lithium iron phosphate battery technology accounted for about half of the battery capacity sold for electric vehicles in China, according to research by consulting firm Adamas Intelligence; In the United States, it was only 9%, or even zero in the previous year. But that trend is about to change — and there are signs that the battery technology, popular in China, is making inroads into electric vehicle markets in the U.S. and Japan, and grabbing market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will start producing lithium iron phosphate batteries in Michigan. The company will continue its expansion following the commissioning of a new $1.6 billion facility next year; By 2027, the company plans to provide enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Ryan Castilloux, founder of Adamas Intelligence, said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery capacity in the United States, the consulting firm expects,<b>All major automakers will tend to use the battery on entry-level EVs; In the middle of the next decade, the share of lithium iron phosphate batteries in the United States will improve to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that in terms of the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>US battery start-up Kore Power also expects growing demand for lithium iron phosphate batteries in the US. The company's planned Arizona facility in late 2024 will have two assembly lines, one for nickel-manganese-cobalt (NMC), one of the mainstream lithium-ion batteries, and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>etc. are also promoting the adoption of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">CATL</a>At the same time, Ford announced that the two parties will build a new power battery factory in Michigan, USA to cooperate in producing lithium iron phosphate batteries, with an investment of up to 3.5 billion US dollars. CATL will provide technical and service support for its production and license battery patented technology; Ford engineers will be responsible for the integration of battery cells with the whole vehicle, with some equipment coming from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>The company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs, an executive of the company said in February.</p><p><h2>Lithium iron phosphate batteries enter Japanese car market</h2>According to Japanese media reports, on February 3rd, Okayama Prefecture, Japan launched the plan to build the largest battery factory in Japan, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts), which can store the electricity consumption of 450,000 households in one day.</p><p>Leading the project is PowerX (Minato-ku, Tokyo), a renewable energy start-up founded in 2021. As the driving force, PowerX has set its sights on lithium iron phosphate batteries rather than the current mainstream of stationary storage batteries-ternary lithium batteries using cobalt or nickel. The company will use stationary lithium iron phosphate batteries mass-produced at the new factory and strive to build 7,000 pure electric vehicle charging devices in Japan by 2030.</p><p><h2>Chinese Enterprises Accelerate Expansion</h2>The data shows that Chinese enterprises occupy an overwhelming advantage in the field of vehicle batteries as the main battlefield.</p><p>According to data from South Korea's SNE survey, in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>The first two are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the speed at which the EV market is expanding. Since 2010, China has granted subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location of battery factories, which has accelerated the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's CATL, the world's largest vehicle battery company, is taking the lead.</p><p>In July 2022, CATL's chief scientist, Kai Wu, said the company's battery can give a pure electric vehicle a range of more than 700 kilometers on a single charge. CATL will launch \"M3P\" batteries improved from lithium iron phosphate batteries in 2023. Range can exceed major pure EVs such as Nissan's 'Leaf'.</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries, a form of lithium-ion batteries, are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the U.S. because it had worse endurance than batteries like the NMC, but could be charged more times before performance dropped significantly. For American drivers, range is seen as too important to sacrifice it for price, says Chloe Herrera, chief battery analyst at Lux Research: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would have advised you to use lithium iron phosphate batteries in your car.\"</p><p>One factor driving the new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As EV sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>The price of nickel has more than doubled in the past three years; When the Russia-Ukraine conflict broke out a year ago, nickel prices also skyrocketed. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are terrible. Cobalt prices also rose sharply between 2020 and 2022 before falling back to where they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As the patent expires, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>Additionally, the adoption of public charging stations will accelerate, driven by federal government subsidies, potentially reducing driver concerns about battery endurance. From the point of view of safety, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk Warning and Disclaimer</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the particular investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions, or conclusions in this article are consistent with their particular situation. Invest accordingly at your own responsibility.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683316\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71508db02e3f35325f3ef64850795280","relate_stocks":{"NCA":"纽文加州市政价值基金"},"source_url":"https://wallstreetcn.com/articles/3683316","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317151532","content_text":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还通过技术提升改进了电池容量，从而延长了原本的续航里程，近年来十分受车企的青睐。咨询公司 Adamas Intelligence 的研究显示，去年，磷酸铁锂电池技术占中国销售电动汽车电池容量的一半左右；而在美国这一比例仅为9%，在前一年甚至为零。但这一趋势即将发生变化——种种迹象显示，这项在中国风靡的电池技术正在进军美国和日本的电动汽车市场，并抢占传统锂电池的市场份额。美国掀起磷酸铁锂电池的“浪潮”近日，初创企业 Our Next Energy 宣布将开始在密歇根州生产磷酸铁锂电池。在明年16亿美元的新工厂投产后，该公司将继续进行扩张；到2027年，该公司计划为20万辆电动汽车提供足够的磷酸铁锂电池。据媒体报道，Adamas Intelligence 创始人 Ryan Castilloux 表示，磷酸铁锂电池无疑在电池行业掀起了第二次浪潮，而这一浪潮正开始向西方移动。Adamas Intelligence的数据和分析主管 Alla Kolesnikova 表示，虽然在美国已宣布的电池产能中，磷酸铁锂电池的比例不超过20%，但该咨询公司预计，所有主要汽车制造商都将倾向于在入门级电动汽车上使用该电池；在下一个十年的中期，美国磷酸铁锂电池的份额将提高至接近30%。据高盛预测，从2025年的纯电动汽车用电池份额来看，磷酸铁锂电池将达到36％，比2020年高出14个百分点。美国电池初创企业 Kore Power 也预计，美国对磷酸铁锂电池的需求将不断增长。该公司计划于2024年底在亚利桑那州开设的工厂将有两条装配线，一条用于主流锂离子电池之一——镍锰钴（NMC），另一条用于磷酸铁锂电池。美国汽车制造商特斯拉和福特汽车等也正在推进采用磷酸铁锂电池。上个月，宁德时代和福特汽车同时宣布，双方将在美国密歇根州新建动力电池工厂合作生产磷酸铁锂电池，新工厂投资高达35亿美元。宁德时代将为其生产提供技术与服务支持，就电池专利技术进行许可；福特工程师将会负责电芯与整车集成工作，部分设备来自中国。通用汽车的一位高管在2月份表示，该公司也正在探索使用磷酸铁锂电池来降低成本的可能性。磷酸铁锂电池进军日本车市据日媒报道，2月3日，日本冈山县启动了新建日本最大规模蓄电池工厂的计划，预定2024年投产，蓄电池年产能为5吉瓦时（1吉瓦为10亿瓦），可储存45万户家庭一天的用电量。主导该项目的是2021年成立的可再生能源初创企业 PowerX（位于东京都港区）。作为原动力，PowerX 将目光投向了磷酸铁锂电池，而不是目前固定型蓄电池的主流产品——使用钴或镍的三元锂电池。该公司将使用新工厂量产的固定型磷酸铁锂电池，力争2030年前在日本建设7000处纯电动汽车充电设备。中国企业加速扩张数据显示，在作为主战场的车载用电池领域，中国企业占据压倒性优势。韩国SNE调查的数据显示，在2022年1至11月车载电池使用量上，排在第一的是宁德时代，第二位是比亚迪，前两位都被中国企业占据。全球份额前十的企业中，中国企业有6家，总份额超过6成。与此同时，中国在电动汽车市场的扩张速度方面也领跑全球其他国家。2010年以后，中国向纯电动汽车等新能源汽车发放补贴，在电池工厂的选址等方面也提供优惠，电池产业加快扩大。在磷酸铁锂电池的技术革新方面，一马当先的也是全球最大的车载电池企业——中国的宁德时代。2022年7月，宁德时代首席科学家吴凯表示，该公司的电池充电一次可以使纯电动汽车续航700公里以上。宁德时代将于2023年推出由磷酸铁锂电池改进而来的“M3P”电池。续航距离可超过日产汽车的“Leaf”等主要纯电动汽车。为什么是磷酸铁锂电池？磷酸铁锂电池是锂离子电池的一种形式，是使用锂、铁、磷的“无钴”电池。美国目前销售的电动汽车电池主要是镍锰钴NMC或镍钴铝（NCA）这种主流锂离子电池。在此之前，磷酸铁锂电池在美国一直不太受欢迎，因为它的续航能力比NMC等电池更差，但在性能大幅下降之前可以充电更多次。Lux Research 首席电池分析师 Chloe Herrera 说，对于美国司机来说，续航能力被视为太重要了，不能为了价格而牺牲它：“在美国电池行业，如果你在四年前与任何人交谈，没有人会建议你在汽车上使用磷酸铁锂电池。”而推动美国对磷酸铁锂技术产生新兴趣的一个因素是，富镍电池的成本远高于磷酸铁锂电池技术。随着电动汽车销量的增长，镍和钴等稀有金属的成本也在上升。在过去三年里，镍的价格翻了一倍多；一年前俄乌冲突爆发时，镍价也大幅飙升。而另一边，世界上大部分的钴都是在刚果民主共和国开采的，那里工作条件十分恶劣。在2020年至2022年期间，钴价也大幅上涨，然后才回落至大约三年前的水平。作为典型的“无钴电池”，磷酸铁锂电池的优势可见一斑。随着专利到期，磷酸铁锂电池技术的价格在美国也变得更加低廉。此外，在联邦政府补贴的推动下，公共充电站的普及将会加速，可能会减少司机对电池续航能力的担忧。从安全性上来看，磷酸铁锂电池也比富镍电池更不容易着火。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"NCA":1}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940234733,"gmtCreate":1677937420322,"gmtModify":1677937425446,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940234733","repostId":"2316133358","repostType":4,"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940135552,"gmtCreate":1677743751077,"gmtModify":1677743754507,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940135552","repostId":"2316412986","repostType":4,"repost":{"id":"2316412986","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1677743149,"share":"https://ttm.financial/m/news/2316412986?lang=en_US&edition=fundamental","pubTime":"2023-03-02 15:45","market":"us","language":"zh","title":"AI, which is frequently cued, is the well-deserved protagonist of U.S. stock earnings season","url":"https://stock-news.laohu8.com/highlight/detail?id=2316412986","media":"智通财经APP","summary":"智能手机芯片巨头高通(QCOM.US)CEO近日接受采访时表示，ChatGPT的爆炸性普及将是科技公司在智能手机上展示人工智能功能的一个重要机遇。“这是我们一直在等待的重要里程碑，让高通成为一家 ...","content":"<p><html><head></head><body>ChatGPT, an AI chatbot developed by OpenAI, a cutting-edge company in artificial intelligence technology, has recently swept the global Internet. Smartphone chip giant<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The CEO said in a recent interview that the explosive popularity of ChatGPT will be an important opportunity for technology companies to demonstrate artificial intelligence functions on smartphones. \"This is an important milestone that we have been waiting for to make Qualcomm a company that focuses on artificial intelligence technology,\" Qualcomm CEO Cristiano Amon said in an interview at Mobile World Congress in Barcelona.</p><p>Artificial intelligence (AI) chat developed by OpenAI, a company at the forefront of AI technology<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has recently taken the global internet by storm, sparking heated debate about the future potential of AI technology, from creating Shakespearean-style poetry to creating an individual's stock portfolio. There's even a ChatGPT-led exchange-traded fund (ETF) planning an offering around this concept.</p><p>It is understood that Qualcomm recently released a preview text video for generating artificial intelligence images on Android phones, and demonstrated it at the conference. \"You want to generate any image that you want to share with someone, especially if you want to do it in real time.\"\"To make that happen, you can't run everything in the data center, you have to bring AI to the device,\" Amon said.</p><p>Qualcomm CEO Amon said that the company has a strong technical foundation in the field of AI, and large language models will be completely generated in smart phones, which means that they will be able to work without connecting to the wired Internet. \"Creating such powerful processing power in a smartphone and running it without compromising battery life is something that only a tech company like Qualcomm can do,\" he claims.</p><p>Analysts at Wall Street investment firm Bernstein said in a note this week that the power of AI queries could give chipmakers a market size of billions of dollars a year. Analysts at Bank of America recently released a research report saying that with the development of generative AI, by 2027, it is expected to bring about $20 billion in annual output value increase to the whole AI chip market.</p><p><b>The \"Absolute C Position\" of Q4 US Stock Earnings Season: AI (Artificial Intelligence)</b></p><p>Since OpenAI's ChatGPT lit up the global internet in November, not only chip companies like Qualcomm, but major companies covering all walks of life have largely been talking about AI technology. In terms of the current U.S. stock earnings season: the number of mentions of AI and related terms on conference calls with investors has increased by roughly 77% from a year ago.</p><p>That is not enough. AI-hungry investors drive AI chip leader<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(NVDA.US) has jumped into the best performer among large-cap stocks this year, with the company manufacturing the lowest-level technology needed for complex AI computing tasks-GPU chips. Some relatively unknown companies with AI in their names have also risen rapidly, such as BigBear. AI Holdings (BBAI.US) has gained more than 280% during the year, while C3.ai (AI.US) and BuzzFeed (BZFD.US) have both more than doubled. Guardforce AI (gfai.us) shares are up about 50%.</p><p><img src=\"https://static.tigerbbs.com/66ac37493f7c834be34d8084b1523c44\" tg-width=\"619\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>\"Artificial intelligence\" has become the latest hot word in technology</b></p><p>At present, many companies are using the word AI, some are just taking advantage of the hype, and some companies are ambitious about how they think of artificial intelligence and how to borrow AI technology to change their business. There are also companies that have been actively investing in, developing and using AI technology, and focusing on some real and practical occasions. In the eyes of some technology companies, AI can change everything in the world we are currently in, ranging from the way companies manage parts inventory to the way they recruit job seekers.</p><p><img src=\"https://static.tigerbbs.com/653628a8791a1b08940c7fe4842697c1\" tg-width=\"659\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>American businesses are talking about AI- -especially the technology and communications industries are pushing businesses to engage in business discussions around AI</p><p>Russ Mould, investment director at AJ Bell, said: \"It is impossible to quantify the impact of AI, and it is equally possible that a wave of enthusiasm will drive stocks with AI expertise or exposure, however weak it is, and they may be subsequently valued higher and higher.\"\"All investors can do is observe investment discipline and focus on companies that are well-positioned to compete, manage and value, while ensuring they truly understand the company's business before putting any capital at risk.\"</p><p><b>ChatGPT hits the world, AI wave sweeps all walks of life</b></p><p>ChatGPT, an AI chatbot, has recently swept the global internet, and all walks of life are competing to deploy AI technology. As Nvidia CEO Jensen Huang said: \"The versatility and high efficiency of generative AI have triggered the urgency of enterprises in all industries around the world to develop and deploy AI strategies.\" Here's an introduction to how companies and industries use AI- -mainly based on the fourth-quarter U.S. stock earnings call and high-level comments such as CEOs, as well as some important announcements made by the company in recent weeks:</p><p><b>Advertising industry</b></p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>Alphabet Inc's (GOOGL.US) Google is using large language models to enhance its search engine, particularly by helping to predict the intent of user queries, but also to increase consumer interaction with ads, Chief Commercial Officer Philipp Schindler said during the company's Feb. 2 fourth-quarter earnings call. \"Artificial intelligence has been the foundation of our advertising business for the past decade,\" he said.</p><p>In<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.US)' earnings call, CEO Mark Zuckerberg said AI is \"the foundation of our discovery engine and advertising business.\" He said the company is investing more in artificial intelligence to develop privacy tools and help advertisers deliver more \"relevant and engaging\" ads. Some of these efforts have paid off, with conversion rates or advertiser-expected ad results increasing by roughly 20% in the previous quarter compared to the previous year. In addition, Meta also uses AI for its content algorithms.</p><p><b>Search engine</b></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) CEO Nadella said the search space is \"turning its head around.\" He said the company's artificial intelligence model, Prometheus, will allow it to make the biggest leap ever in the relevance of results. Its new Bing search engine adds a chat feature that helps users compose emails and other content.</p><p>Google said that it would integrate the underlying technology of its newly developed ChatGPT competitor-Bard chatbot into its own engine. Google CEO Pichai said this would produce the end result of \"distilling complex information and multiple perspectives into an easy-to-understand form.\"</p><p><b>translate</b></p><p>Video Communication Industry Giants<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Eric Yuan, CEO of Video Communications (ZM.US), promised to \"incorporate more AI technology into our products\" and touted new features such as translation, Video captioning and sales analytics for the company's products.</p><p><b>Medical Devices, Research and Testing</b></p><p>GE HealthCare Technologies (GE.US) highlighted in its own conference call that it hired<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Taha Kass-Hout, former vice president and chief medical officer of machine learning.<a href=\"https://laohu8.com/S/GE\">General Electric</a>The spin-off medical technology company wants Kass-Hout to lead it to drive performance growth by improving machine learning capabilities, while increasing investment in digital services and software.</p><p>One AI app the company specifically mentioned in its conference call with investors is an algorithm it provides radiologists to help generate sharper images faster. CEO Peter Arduini said the product has reduced scan time for about 5.5 million patients worldwide. The other is a cardiac ultrasound product, which uses artificial intelligence to help assess a patient's myocardial function.</p><p><a href=\"https://laohu8.com/S/MDT\">Medtronic</a>(MDT.US) found its AI-assisted spinal surgery program made workflows \"faster and more efficient,\" CEO Geoffrey Martha said. The company's adoption of artificial intelligence to help doctors detect polyps in colonoscopies will allow its gastrointestinal business to grow at a \"high single digit\" level.</p><p><a href=\"https://laohu8.com/S/CRL\">Charles R.</a>James Foster, CEO of Laboratories (CRL.US), said the company believes AI helps drug discovery and could indicate whether a new drug is as effective as an old one.</p><p>Quest Diagnostics (DGX.US), the operator of medical testing centers, said it has started using a highly automated microbiology laboratory system that uses AI technology to analyze samples. CEO Jim Davis mentioned the platform during the company's earnings call about the way it is trying to deal with \"severe inflationary and wage pressures.\"</p><p><b>Cybersecurity</b></p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>(PANW.US) CEO Nikesh Arora said the company has been using artificial intelligence in its security services to prevent cyberattacks, and sales of its products that use machine learning to detect threats have reached about $30 million.</p><p><b>Product Procurement, Inventory and Analysis</b></p><p>Home improvement retail giant<a href=\"https://laohu8.com/S/HD\">Home Depot</a>(HD.US) said it has provided employees with phones to compress dozens of systems into one streamlined workflow and improve customer service, and the devices now include the \"Sidekick\" app, an app that uses machine learning to help employees prioritize tasks and know when there are few items left on the shelves.</p><p>Tapestry (TPR.US), which owns luxury brands like Coach and Kate Spade, highlighted new capabilities for using AI to predict customer demand and manage inventory. The analysis \"helps ensure that our products are in the right place at the right time,\" said Joanne Crevoiserat, the company's CEO.</p><p><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>Company (CAT.US), one of the world's largest manufacturers of construction and mining equipment at scale, is \"investing heavily in artificial intelligence,\" said its CEO Jim Umpleby. For years, the company has been digitizing everything from bulldozers to excavators to be alerted to problems early and prevent them from failing. Its systems use AI technology to better predict when a machine is likely to break, and in some cases may automatically alert dealers to supply new parts.</p><p>Plans to expand its proficiency in the field will be boosted by the acquisition of South Korea-based Hyperconnect, which brings a team with expertise in the field.</p><p><b>Recruitment and Talent Acquisition</b></p><p>Michael Buckley, chief financial officer of Robert Half International Inc., a globally renowned human resources consulting firm with more than 30 million candidates in its database, said spending on AI will continue to grow steadily this year compared to 2022, emphasizing that AI has changed the important way companies identify and select candidates, as the firm researches how AI can identify potential customers for the professionals it sells and serves.</p><p><b>Customer Service</b></p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>(WFC.US) CEO Charlie Scharf said recently that it will begin rolling out an AI-based virtual assistant called \"Fargo\" to customers to personalize and streamline people's banking experience.</p><p>VeriSign Inc (VRSN.US), which provides domain registration services, said ChatGPT may enhance its NameStudio tool, which suggests alternatives if the name a consumer is trying to register is already occupied, CEO Jim Bidzos said.</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>AI, which is frequently cued, is the well-deserved protagonist of U.S. stock earnings season</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\">\nAI, which is frequently cued, is the well-deserved protagonist of U.S. stock earnings season\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time smaller\">2023-03-02 15:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>ChatGPT, an AI chatbot developed by OpenAI, a cutting-edge company in artificial intelligence technology, has recently swept the global Internet. Smartphone chip giant<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The CEO said in a recent interview that the explosive popularity of ChatGPT will be an important opportunity for technology companies to demonstrate artificial intelligence functions on smartphones. \"This is an important milestone that we have been waiting for to make Qualcomm a company that focuses on artificial intelligence technology,\" Qualcomm CEO Cristiano Amon said in an interview at Mobile World Congress in Barcelona.</p><p>Artificial intelligence (AI) chat developed by OpenAI, a company at the forefront of AI technology<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has recently taken the global internet by storm, sparking heated debate about the future potential of AI technology, from creating Shakespearean-style poetry to creating an individual's stock portfolio. There's even a ChatGPT-led exchange-traded fund (ETF) planning an offering around this concept.</p><p>It is understood that Qualcomm recently released a preview text video for generating artificial intelligence images on Android phones, and demonstrated it at the conference. \"You want to generate any image that you want to share with someone, especially if you want to do it in real time.\"\"To make that happen, you can't run everything in the data center, you have to bring AI to the device,\" Amon said.</p><p>Qualcomm CEO Amon said that the company has a strong technical foundation in the field of AI, and large language models will be completely generated in smart phones, which means that they will be able to work without connecting to the wired Internet. \"Creating such powerful processing power in a smartphone and running it without compromising battery life is something that only a tech company like Qualcomm can do,\" he claims.</p><p>Analysts at Wall Street investment firm Bernstein said in a note this week that the power of AI queries could give chipmakers a market size of billions of dollars a year. Analysts at Bank of America recently released a research report saying that with the development of generative AI, by 2027, it is expected to bring about $20 billion in annual output value increase to the whole AI chip market.</p><p><b>The \"Absolute C Position\" of Q4 US Stock Earnings Season: AI (Artificial Intelligence)</b></p><p>Since OpenAI's ChatGPT lit up the global internet in November, not only chip companies like Qualcomm, but major companies covering all walks of life have largely been talking about AI technology. In terms of the current U.S. stock earnings season: the number of mentions of AI and related terms on conference calls with investors has increased by roughly 77% from a year ago.</p><p>That is not enough. AI-hungry investors drive AI chip leader<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(NVDA.US) has jumped into the best performer among large-cap stocks this year, with the company manufacturing the lowest-level technology needed for complex AI computing tasks-GPU chips. Some relatively unknown companies with AI in their names have also risen rapidly, such as BigBear. AI Holdings (BBAI.US) has gained more than 280% during the year, while C3.ai (AI.US) and BuzzFeed (BZFD.US) have both more than doubled. Guardforce AI (gfai.us) shares are up about 50%.</p><p><img src=\"https://static.tigerbbs.com/66ac37493f7c834be34d8084b1523c44\" tg-width=\"619\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>\"Artificial intelligence\" has become the latest hot word in technology</b></p><p>At present, many companies are using the word AI, some are just taking advantage of the hype, and some companies are ambitious about how they think of artificial intelligence and how to borrow AI technology to change their business. There are also companies that have been actively investing in, developing and using AI technology, and focusing on some real and practical occasions. In the eyes of some technology companies, AI can change everything in the world we are currently in, ranging from the way companies manage parts inventory to the way they recruit job seekers.</p><p><img src=\"https://static.tigerbbs.com/653628a8791a1b08940c7fe4842697c1\" tg-width=\"659\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>American businesses are talking about AI- -especially the technology and communications industries are pushing businesses to engage in business discussions around AI</p><p>Russ Mould, investment director at AJ Bell, said: \"It is impossible to quantify the impact of AI, and it is equally possible that a wave of enthusiasm will drive stocks with AI expertise or exposure, however weak it is, and they may be subsequently valued higher and higher.\"\"All investors can do is observe investment discipline and focus on companies that are well-positioned to compete, manage and value, while ensuring they truly understand the company's business before putting any capital at risk.\"</p><p><b>ChatGPT hits the world, AI wave sweeps all walks of life</b></p><p>ChatGPT, an AI chatbot, has recently swept the global internet, and all walks of life are competing to deploy AI technology. As Nvidia CEO Jensen Huang said: \"The versatility and high efficiency of generative AI have triggered the urgency of enterprises in all industries around the world to develop and deploy AI strategies.\" Here's an introduction to how companies and industries use AI- -mainly based on the fourth-quarter U.S. stock earnings call and high-level comments such as CEOs, as well as some important announcements made by the company in recent weeks:</p><p><b>Advertising industry</b></p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>Alphabet Inc's (GOOGL.US) Google is using large language models to enhance its search engine, particularly by helping to predict the intent of user queries, but also to increase consumer interaction with ads, Chief Commercial Officer Philipp Schindler said during the company's Feb. 2 fourth-quarter earnings call. \"Artificial intelligence has been the foundation of our advertising business for the past decade,\" he said.</p><p>In<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.US)' earnings call, CEO Mark Zuckerberg said AI is \"the foundation of our discovery engine and advertising business.\" He said the company is investing more in artificial intelligence to develop privacy tools and help advertisers deliver more \"relevant and engaging\" ads. Some of these efforts have paid off, with conversion rates or advertiser-expected ad results increasing by roughly 20% in the previous quarter compared to the previous year. In addition, Meta also uses AI for its content algorithms.</p><p><b>Search engine</b></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) CEO Nadella said the search space is \"turning its head around.\" He said the company's artificial intelligence model, Prometheus, will allow it to make the biggest leap ever in the relevance of results. Its new Bing search engine adds a chat feature that helps users compose emails and other content.</p><p>Google said that it would integrate the underlying technology of its newly developed ChatGPT competitor-Bard chatbot into its own engine. Google CEO Pichai said this would produce the end result of \"distilling complex information and multiple perspectives into an easy-to-understand form.\"</p><p><b>translate</b></p><p>Video Communication Industry Giants<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Eric Yuan, CEO of Video Communications (ZM.US), promised to \"incorporate more AI technology into our products\" and touted new features such as translation, Video captioning and sales analytics for the company's products.</p><p><b>Medical Devices, Research and Testing</b></p><p>GE HealthCare Technologies (GE.US) highlighted in its own conference call that it hired<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Taha Kass-Hout, former vice president and chief medical officer of machine learning.<a href=\"https://laohu8.com/S/GE\">General Electric</a>The spin-off medical technology company wants Kass-Hout to lead it to drive performance growth by improving machine learning capabilities, while increasing investment in digital services and software.</p><p>One AI app the company specifically mentioned in its conference call with investors is an algorithm it provides radiologists to help generate sharper images faster. CEO Peter Arduini said the product has reduced scan time for about 5.5 million patients worldwide. The other is a cardiac ultrasound product, which uses artificial intelligence to help assess a patient's myocardial function.</p><p><a href=\"https://laohu8.com/S/MDT\">Medtronic</a>(MDT.US) found its AI-assisted spinal surgery program made workflows \"faster and more efficient,\" CEO Geoffrey Martha said. The company's adoption of artificial intelligence to help doctors detect polyps in colonoscopies will allow its gastrointestinal business to grow at a \"high single digit\" level.</p><p><a href=\"https://laohu8.com/S/CRL\">Charles R.</a>James Foster, CEO of Laboratories (CRL.US), said the company believes AI helps drug discovery and could indicate whether a new drug is as effective as an old one.</p><p>Quest Diagnostics (DGX.US), the operator of medical testing centers, said it has started using a highly automated microbiology laboratory system that uses AI technology to analyze samples. CEO Jim Davis mentioned the platform during the company's earnings call about the way it is trying to deal with \"severe inflationary and wage pressures.\"</p><p><b>Cybersecurity</b></p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>(PANW.US) CEO Nikesh Arora said the company has been using artificial intelligence in its security services to prevent cyberattacks, and sales of its products that use machine learning to detect threats have reached about $30 million.</p><p><b>Product Procurement, Inventory and Analysis</b></p><p>Home improvement retail giant<a href=\"https://laohu8.com/S/HD\">Home Depot</a>(HD.US) said it has provided employees with phones to compress dozens of systems into one streamlined workflow and improve customer service, and the devices now include the \"Sidekick\" app, an app that uses machine learning to help employees prioritize tasks and know when there are few items left on the shelves.</p><p>Tapestry (TPR.US), which owns luxury brands like Coach and Kate Spade, highlighted new capabilities for using AI to predict customer demand and manage inventory. The analysis \"helps ensure that our products are in the right place at the right time,\" said Joanne Crevoiserat, the company's CEO.</p><p><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>Company (CAT.US), one of the world's largest manufacturers of construction and mining equipment at scale, is \"investing heavily in artificial intelligence,\" said its CEO Jim Umpleby. For years, the company has been digitizing everything from bulldozers to excavators to be alerted to problems early and prevent them from failing. Its systems use AI technology to better predict when a machine is likely to break, and in some cases may automatically alert dealers to supply new parts.</p><p>Plans to expand its proficiency in the field will be boosted by the acquisition of South Korea-based Hyperconnect, which brings a team with expertise in the field.</p><p><b>Recruitment and Talent Acquisition</b></p><p>Michael Buckley, chief financial officer of Robert Half International Inc., a globally renowned human resources consulting firm with more than 30 million candidates in its database, said spending on AI will continue to grow steadily this year compared to 2022, emphasizing that AI has changed the important way companies identify and select candidates, as the firm researches how AI can identify potential customers for the professionals it sells and serves.</p><p><b>Customer Service</b></p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>(WFC.US) CEO Charlie Scharf said recently that it will begin rolling out an AI-based virtual assistant called \"Fargo\" to customers to personalize and streamline people's banking experience.</p><p>VeriSign Inc (VRSN.US), which provides domain registration services, said ChatGPT may enhance its NameStudio tool, which suggests alternatives if the name a consumer is trying to register is already occupied, CEO Jim Bidzos said.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/760056d3ed9e8c1a595c0d9f2094cc4d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316412986","content_text":"由人工智能技术前沿公司OpenAI研发的AI聊天机器人ChatGPT近期席卷全球互联网。智能手机芯片巨头高通CEO近日接受采访时表示，ChatGPT的爆炸性普及将是科技公司在智能手机上展示人工智能功能的一个重要机遇。“这是我们一直在等待的重要里程碑，让高通成为一家主打人工智能技术的公司，”高通CEO阿蒙(Cristiano Amon)在巴塞罗那举行的世界移动通信大会接受采访时表示。由人工智能技术前沿公司OpenAI研发的人工智能(AI)聊天机器人ChatGPT近期席卷全球互联网，从创作莎士比亚风格的诗歌到创建个人的股票投资组合，AI技术的未来潜力引发了人们的热议。围绕这一概念，甚至有一只ChatGPT主导的交易所交易基金(ETF)正在筹划发行。据了解，高通近期发布了一款在安卓系统手机上用于生成人工智能图像的预览文本视频，并在大会上进行了演示。“你想要生成任何你想要与某人分享的图像，尤其是你想要实时完成它。”“要实现这一点，你不能在数据中心运行所有东西，你必须把人工智能带到设备上。”阿蒙表示。高通CEO阿蒙表示，公司在AI领域具备强大的技术基础，大型的语言模型将完全在智能手机中生成，这意味着它们将能够在不连接有线互联网的情况下工作。他声称:“在智能手机中创造如此强大的处理能力，并在不影响电池寿命的情况下运行，这是只有高通等科技公司才能做到的事情。”华尔街投资机构伯恩斯坦(Bernstein)的分析师们在本周的一份报告中表示，人工智能查询的强大功能可能为芯片制造商带来每年数十亿美元的市场规模。美国银行的分析师近日发布研报称，随着生成式AI发展，到2027年，其有望为整个AI芯片市场带来每年大约200亿美元规模的产值增量。Q4美股财报季的“绝对C位”：AI(人工智能)自从 OpenAI 的 ChatGPT 在11 月点亮全球互联网以来，不仅是高通等芯片公司，涵盖各行各业的各大公司基本上都在讨论人工智能技术。就目前的美股财报季而言：在与投资者的电话会议中提及AI和相关术语的次数已经比一年前增加大约77%。这也不足为其。渴望人工智能的投资者推动AI芯片领军者英伟达(NVDA.US)一跃成为今年大盘股中表现最好的股票，该公司为复杂的人工智能计算任务制造所需的最底层技术――GPU芯片。名称中带有AI的一些相对默默无闻的公司也迅速崛起，比如BigBear. ai Holdings(BBAI.US)年内涨幅超过280%，而 C3.ai(AI.US) 和 BuzzFeed(BZFD.US)涨幅均超过一倍。Guardforce AI(gfai.us)股价上涨约50%。“人工智能”已成为最新的科技热词当前有很多公司都在使用AI这个词，有些只是在利用炒作，有些公司雄心勃勃地谈论他们如何看待人工智能，如何借用AI技术改变他们的业务。还有一些公司一直在积极投资、开发和使用AI技术，并聚焦于一些真实且实用的场合。在一些科技企业看来，AI能够改变我们目前身处世界的一切事务，涵盖范围从公司管理零件库存的方式到他们招聘求职者的方式。美国企业正在谈论人工智能――尤其是技术和通信行业正推动企业围绕人工智能展开业务讨论AJ Bell 投资总监 Russ Mould 表示：“无法量化AI的影响，同样有可能的是，一波热情会带动拥有人工智能专业知识或接触人工智能的股票，无论它多么微弱，它们之后的估值可能越来越高。”“投资者所能做的就是遵守投资纪律，专注于竞争地位、管理和估值处于有利位置的公司，同时确保自己真正了解公司业务，然后再将任何资本置于风险之中。”ChatGPT火爆全球，AI浪潮席卷各行各业AI聊天机器人ChatGPT近期席卷全球互联网，各行各业竞相布局AI技术，正如英伟达CEO黄仁勋所言：“生成式AI的多功能性和高效能引发了全球各行业的企业开发和部署AI战略的紧迫。”以下是各公司和行业如何使用 AI 的介绍――主要基于第四季度的美股财报电话会议和CEO等高层评论，以及公司最近几周发布的一些重要公告：广告行业谷歌首席商务官 Philipp Schindler 在公司2月2日的第四季度财报电话会议上表示，Alphabet Inc(GOOGL.US)旗下的谷歌正在使用大型语言模型来增强其搜索引擎，特别是通过帮助预测用户查询的意图，也用于增加消费者与广告的互动。“在过去的十年里，人工智能一直是我们广告业务的基础，”他表示。在 Meta Platforms(META.US)的财报电话会议上，首席执行官马克扎克伯格表示，人工智能是“我们发现引擎和广告业务的基础”。他表示，该公司正在加大对人工智能领域的投资力度，以开发隐私工具，并帮助广告商提供更多“相关且引人入胜”的广告。其中一些努力已经取得回报，转化率或广告商期望的广告结果与上一年相比在上一季度增长大约20%。此外，Meta还将AI用于其内容算法。搜索引擎微软(MSFT.US)首席执行官纳德拉表示， 搜索领域正在发生“翻天覆地的变化”。他表示，该公司的人工智能模型 Prometheus将使其能够在结果的相关性方面实现有史以来最大的飞跃。其新的 Bing 搜索引擎增加了聊天功能，可以帮助用户撰写电子邮件和其他内容。谷歌则表示，将把其新研发的ChatGPT竞争对手――Bard 聊天机器人的底层技术整合到自己的引擎中。谷歌首席执行官皮查伊表示，这将产生“将复杂的信息和多种观点提炼成易于理解的形式”的最终结果。翻译视频通讯行业巨头Zoom Video Communications(ZM.US) 首席执行官Eric Yuan承诺“将更多人工智能技术融入我们的产品”，并宣传该公司产品的翻译、视频字幕和销售分析方面的等新功能。医疗器械、研究和测试GE HealthCare Technologies(GE.US)在自己的电话会议中强调，它聘请了亚马逊前机器学习副总裁兼首席医疗官 Taha Kass-Hout。通用电气公司分拆出的这家医疗技术公司希望Kass-Hout领导其通过提高机器学习能力推动业绩增长，同时增加对数字服务和软件的投资。该公司在与投资者的电话会议中特别提到的一个AI应用程序是它为放射科医生提供的一种算法，以帮助更快地生成更清晰的图像。首席执行官 Peter Arduini 表示，该产品已经减少了全球约550万患者的扫描时间。另一种是心脏超声产品，它使用人工智能来帮助评估患者心肌功能。美敦力(MDT.US)发现其人工智能辅助脊柱手术计划使工作流程“更快、更高效”，首席执行官Geoffrey Martha表示。该公司采用人工智能来帮助医生检测结肠镜检查中的息肉，这将使得其胃肠道业务以“高个位数”级别实现增长。查尔斯河实验室(CRL.US)的首席执行官 James Foster表示，该公司认为人工智能有助于药物发现，可能会表明一种新药是否与旧药一样有效。医学检测中心运营商 Quest Diagnostics(DGX.US)则表示，它已经开始使用高度自动化的微生物学实验室系统，该系统利用AI技术来分析样本。首席执行官 Jim Davis在公司的财报电话会议上谈到该平台试图应对“严重的通货膨胀和工资压力”的方式时提到了该平台。网络安全Palo Alto Networks(PANW.US) 首席执行官 Nikesh Arora 表示，该公司一直在其安全服务中使用人工智能来防止网络攻击，并且其使用机器学习检测威胁的产品的销售额已达到约 3000 万美元。产品采购、库存和分析家装零售巨头家得宝(HD.US)表示已为员工提供电话，将数十个系统压缩成一个简化的工作流程并改善客户服务，这些设备现在包括“Sidekick”应用程序，这是一款使用机器学习帮助员工确定任务优先级并了解何时库存的应用程序货架上的货品所剩无几。拥有 Coach 和 Kate Spade 等奢侈品牌的 Tapestry (TPR.US)强调了使用 AI 预测客户需求和管理库存的新功能。该分析“有助于确保我们的产品在正确的时间出现在正确的位置，”该公司首席执行官 Joanne Crevoiserat表示。卡特彼勒公司(CAT.US)是世界上最大规模建筑和采矿设备制造商之一，该公司正在“大力投资人工智能”，其首席执行官 Jim Umpleby表示。多年来，该公司一直在对从推土机到挖掘机的所有设备进行数字化处理，以便及早收到问题警报并防止它们发生故障。它的系统使用 AI技术来更好地预测机器何时可能会损坏，并且在某些情况下可能会自动提醒经销商提供新零件。扩大其在该领域的熟练程度的计划将因收购韩国的 Hyperconnect 而得到推动，Hyperconnect 带来了一支在该领域具有专业知识的团队。招聘和人才获取全球知名人力资源咨询公司Robert Half International Inc. 的数据库中有超过 3000 万候选人，其首席财务官Michael Buckley表示，与 2022年相比，今年在AI上的支出将保持稳定增长，强调AI已经改变了公司识别和选择候选人的重要方式，该公司正在研究人工智能如何为其销售服务的专业人员识别潜在客户。客户服务富国银行(WFC.US)首席执行官 Charlie Scharf近期 表示，将开始向客户推出一款名为“Fargo”的基于人工智能的虚拟助手，以个性化和简化人们的银行业务体验。提供域注册服务的 VeriSign Inc(VRSN.US)表示，ChatGPT 可能会增强其 NameStudio 工具，如果消费者尝试注册的名称已经被占用，该工具会建议替代方案，首席执行官 Jim Bidzos 表示。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957248092,"gmtCreate":1677329973116,"gmtModify":1677329976518,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957248092","repostId":"1192006271","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954386146,"gmtCreate":1676000811785,"gmtModify":1676000815304,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954386146","repostId":"1139717943","repostType":4,"repost":{"id":"1139717943","kind":"news","pubTimestamp":1676000485,"share":"https://ttm.financial/m/news/1139717943?lang=en_US&edition=fundamental","pubTime":"2023-02-10 11:41","market":"us","language":"zh","title":"Coinbase tumbles 14% for biggest drop in half a year as regulatory crackdown on Bitcoin staking","url":"https://stock-news.laohu8.com/highlight/detail?id=1139717943","media":"华尔街见闻","summary":"美国监管机构重拳出击。比特币开年的回弹，给人心惶惶的币圈带来一剂强心剂。但如今，随着美国监管机构的重拳出击，加密资产的前景再度变得不明确。美东时间2月10日，受竞争对手Kraken被美国监管机构叫停链","content":"<p><html><head></head><body>U.S. regulators hit hard.</p><p>The rebound of Bitcoin at the beginning of the year has brought a shot in the arm to the panicked currency circle. But now, with U.S. regulators hitting hard, the future of crypto assets is once again unclear.</p><p>On February 10th, Eastern Time, the share price of Coinbase, the world's second largest cryptocurrency exchange, fell by more than 14%, the biggest decline in more than six months, stimulated by the suspension of on-chain Staking service by competitor Kraken by U.S. regulators.</p><p><img src=\"https://static.tigerbbs.com/d0911861bf172838fab3e22c5057a96e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>Kraken was previously accused by the Securities and Exchange Commission (SEC) of providing on-chain staking services in violation of regulations. The SEC believes that Kraken's provision of on-chain staking products constitutes an irregular sale of securities.</p><p>According to media reports, Kraken has settled the case with the SEC, agreeing to stop providing on-chain staking services and will pay $30 million in recovery, advance interest and civil penalties.</p><p>After the news came out, Bitcoin fell by 4.6%, falling back below $22,000/piece.</p><p><img src=\"https://static.tigerbbs.com/d577eb809fff629ab3cff77cc825e384\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Staking is a mining method widely adopted by the currency circle. Unlike Bitcoin mining, the former uses a proof-of-work mechanism (POW), which requires nodes to constantly perform hash calculations to verify transaction validity; Pledge does not require much computing power and does not have such a high hardware threshold. It is based on proof of stake (POS) and proxy proof of stake (DPOS) mechanisms, requiring users to prove that they own a certain amount of digital currency. Users only need to lock a certain amount of cryptocurrency in a digital wallet or exchange and run it for a period of time to get profits. Proceeds include block rewards generated by smart contracts, typically some kind of digital currency. Similar to putting money in the bank and then charging interest.; In addition, if a smart contract with lending function is adopted, the lending interest income obtained by investors as lenders when others need to borrow a certain digital currency.</p><p>Kraken's staking service itself offers up to 20% APR and promises to send staking rewards to customers twice a week.</p><p>Stakes have always been a thorn in the SEC's side. SEC Chairman Gary Gensler believes that pledging and borrowing are just different narratives and essentially the same thing.</p><p>According to media reports, Coinbase's CEO Brian Armstrong learned about the settlement agreement between Kraken and the SEC late Wednesday. He accused the SEC of wanting to completely deny retail participation in on-chain staking, and called staking \"a very important innovation.\"</p><p><img src=\"https://static.tigerbbs.com/d9eda963ebf9ee39f19f97d2199363cc\" tg-width=\"640\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Paul Grewal, the exchange's chief legal officer, told the media:</p><p>\"It is clear from today's announcement that Kraken is actually offering a yield product. Coinbase's staking service is different in nature, it is not a security.\" With crypto asset prices plunging resulting in fewer trading volumes, on-chain staking has become a significant revenue source for exchanges like Kraken and Coinbase.</p><p>Coinbase revenue, primarily from staking, accounted for 11% of the company's net income in the third quarter of 2022, up from 8.5% in the second quarter. Coinbase is the second largest depositor in Ethereum. Currency speculators have staked billions of dollars worth of Ethereum through exchanges and decentralized trading platforms like Lido and Rocket Pool for gains.</p><p>Nowadays, with the SEC striking hard, the staking service, which once grew savagely, has a bleak road ahead. Marc Arjoon, a research associate at cryptocurrency investment firm CoinShares, said:</p><p>\"Kraken's case serves as a warning sign for other exchanges offering similar services.\"</body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase tumbles 14% for biggest drop in half a year as regulatory crackdown on Bitcoin staking</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\">\nCoinbase tumbles 14% for biggest drop in half a year as regulatory crackdown on Bitcoin staking\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-10 11:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. regulators hit hard.</p><p>The rebound of Bitcoin at the beginning of the year has brought a shot in the arm to the panicked currency circle. But now, with U.S. regulators hitting hard, the future of crypto assets is once again unclear.</p><p>On February 10th, Eastern Time, the share price of Coinbase, the world's second largest cryptocurrency exchange, fell by more than 14%, the biggest decline in more than six months, stimulated by the suspension of on-chain Staking service by competitor Kraken by U.S. regulators.</p><p><img src=\"https://static.tigerbbs.com/d0911861bf172838fab3e22c5057a96e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>Kraken was previously accused by the Securities and Exchange Commission (SEC) of providing on-chain staking services in violation of regulations. The SEC believes that Kraken's provision of on-chain staking products constitutes an irregular sale of securities.</p><p>According to media reports, Kraken has settled the case with the SEC, agreeing to stop providing on-chain staking services and will pay $30 million in recovery, advance interest and civil penalties.</p><p>After the news came out, Bitcoin fell by 4.6%, falling back below $22,000/piece.</p><p><img src=\"https://static.tigerbbs.com/d577eb809fff629ab3cff77cc825e384\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Staking is a mining method widely adopted by the currency circle. Unlike Bitcoin mining, the former uses a proof-of-work mechanism (POW), which requires nodes to constantly perform hash calculations to verify transaction validity; Pledge does not require much computing power and does not have such a high hardware threshold. It is based on proof of stake (POS) and proxy proof of stake (DPOS) mechanisms, requiring users to prove that they own a certain amount of digital currency. Users only need to lock a certain amount of cryptocurrency in a digital wallet or exchange and run it for a period of time to get profits. Proceeds include block rewards generated by smart contracts, typically some kind of digital currency. Similar to putting money in the bank and then charging interest.; In addition, if a smart contract with lending function is adopted, the lending interest income obtained by investors as lenders when others need to borrow a certain digital currency.</p><p>Kraken's staking service itself offers up to 20% APR and promises to send staking rewards to customers twice a week.</p><p>Stakes have always been a thorn in the SEC's side. SEC Chairman Gary Gensler believes that pledging and borrowing are just different narratives and essentially the same thing.</p><p>According to media reports, Coinbase's CEO Brian Armstrong learned about the settlement agreement between Kraken and the SEC late Wednesday. He accused the SEC of wanting to completely deny retail participation in on-chain staking, and called staking \"a very important innovation.\"</p><p><img src=\"https://static.tigerbbs.com/d9eda963ebf9ee39f19f97d2199363cc\" tg-width=\"640\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Paul Grewal, the exchange's chief legal officer, told the media:</p><p>\"It is clear from today's announcement that Kraken is actually offering a yield product. Coinbase's staking service is different in nature, it is not a security.\" With crypto asset prices plunging resulting in fewer trading volumes, on-chain staking has become a significant revenue source for exchanges like Kraken and Coinbase.</p><p>Coinbase revenue, primarily from staking, accounted for 11% of the company's net income in the third quarter of 2022, up from 8.5% in the second quarter. Coinbase is the second largest depositor in Ethereum. Currency speculators have staked billions of dollars worth of Ethereum through exchanges and decentralized trading platforms like Lido and Rocket Pool for gains.</p><p>Nowadays, with the SEC striking hard, the staking service, which once grew savagely, has a bleak road ahead. Marc Arjoon, a research associate at cryptocurrency investment firm CoinShares, said:</p><p>\"Kraken's case serves as a warning sign for other exchanges offering similar services.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3681622\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad8c23f9a932c22afd01e3434815bb33","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://wallstreetcn.com/articles/3681622","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139717943","content_text":"美国监管机构重拳出击。比特币开年的回弹，给人心惶惶的币圈带来一剂强心剂。但如今，随着美国监管机构的重拳出击，加密资产的前景再度变得不明确。美东时间2月10日，受竞争对手Kraken被美国监管机构叫停链上质押服务（Staking）的刺激，世界第二大加密货币交易所Coinbase的股价跌超14%，创下六个多月来的最大跌幅。Kraken此前被美国证券交易委员会（SEC）指控违规提供链上质押服务。SEC认为，Kraken提供链上质押产品的行为属于违规出售证券。据媒体报道，Kraken已就该案件与SEC达成和解，同意停止提供链上质押服务，并将缴纳3000万美元的追缴、预判利息和民事罚款。消息传出后，比特币应声下跌4.6%，回落至22000美元/枚下方。质押（Staking）是一种被币圈广泛采用的挖矿方式。与比特币挖矿不同，前者使用工作量证明机制（POW），要求节点不断进行哈希计算来验证交易有效性；质押则不需要太多算力，没有那么高的硬件门槛，它基于权益证明（POS）和代理权益证明（DPOS）机制，要求用户证明自己拥有一定数量的数字货币的所有权。用户只需要把一定数量的加密货币，锁定在数字钱包或交易所中，运行一段时间即可获得收益。收益包括智能合约产生的区块奖励，一般是某种数字货币。类似把钱存在银行、然后收取利息。；另外，如果采用的是具备借贷功能的智能合约，那在他人需要借入某种数字货币时，投资者作为出借人获得的出借利息收益。Kraken的质押服务本身提供高达20%的年利率，并承诺每周向客户发送两次质押奖励。质押一直都是SEC的眼中钉。SEC主席Gary Gensler认为，质押和借贷只是说法不同，本质上是一回事。据媒体报道，Coinbase的CEO Brian Armstrong已在周三晚间了解到了Kraken和SEC的和解协议。他指责SEC想要彻底剥夺散户参与链上质押的机会，并且称质押“是一项非常重要的创新”。该交易所的首席法律官Paul Grewal对媒体表示：“从今天的公告中可以清楚地看到，Kraken实际上是在提供一种收益产品。Coinbase的质押服务在本质上是不同的，它不是证券。”随着加密资产价格暴跌导致交易量减少，链上质押已成为Kraken和Coinbase等交易所的重要收入来源。2022年第三季度，主要来自质押的Coinbase收入占该公司净收入的11%，高于第二季度的8.5%。Coinbase是以太币的第二大储户。炒币者通过交易所以及Lido和Rocket Pool等分散化交易平台上质押了价值数十亿美元的以太币，以取得收益。如今，随着SEC重拳出击，一度野蛮生长的质押服务前路黯淡。加密货币投资公司CoinShares的研究助理Marc Arjoon表示：“Kraken的案子为其他提供类似服务的交易所立下了一个警示牌。”","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}