hangyuliang personal page - To The Moon

hangyuliang

hangyuliang

No personal profile

588Follow

37Followers

0Topic

0Badge

2023-06-18

[微笑]

rate hike "ineffective"? US stocks have rebounded, and the dollar has also fallen back.

2023-05-28

[微笑]

US Treasury default crisis: Preliminary agreement reached, but the alarm is far from lifted.

2023-05-20

[微笑]

"Extreme Game"! U.S. debt ceiling negotiations "ended without results" on Friday

2023-05-19

[微笑]

This week's Hong Kong stock bull and bear charts | This Apple concept stock rose nearly 12% for the week as it "turned around" to become a major supplier! Starry Sky Chinese tops the music e-commerce charts in terms of growth!

2023-05-14

[微笑]

Sorry, the original content has been removed

2023-05-04

[微笑]

It's not just about "moats"! Buffett also has a major investment "trick".

2023-05-03

[微笑]

U.S. ADP employment figures for April were 296,000, the largest increase since July 2022.

2023-04-30

[微笑]

How long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.

2023-04-29

[微笑]

Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.

2023-04-28

[微笑]

The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.

2023-04-27

[微笑]

Honeywell's first-quarter revenue of $8.864 billion exceeded expectations.

2023-04-25

[微笑]

Sorry, the original content has been removed

2023-04-22

[微笑]

Earnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key.

2023-04-20

[微笑]

A surge of $11.4 billion in a single quarter! Under the pressure of economic recession, the growth rate of US junk bonds has returned to its peak.

2023-04-19

[微笑]

Morgan Stanley: Q1 revenue exceeded expectations, but total deposits fell short of forecasts.

2023-04-18

[微笑]

Lockheed Martin's first-quarter revenue was $15.1 billion, slightly exceeding expectations.

2023-04-17

[微笑]

Financial Report Preview | How long can Tesla's price reduction dividend last, and will it "backfire" on itself?

2023-04-16

[微笑]

Don't miss this bull market.

2023-04-15

[微笑]

Sorry, the original content has been removed

2023-04-14

[微笑]

Bank of America: Favors AMD over Intel and gives the latter a "buy" rating

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3581648325885484","uuid":"3581648325885484","gmtCreate":1618554512246,"gmtModify":1618985085052,"name":"hangyuliang","pinyin":"hangyuliang","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":37,"headSize":588,"tweetSize":774,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":188688809697456,"gmtCreate":1687092260051,"gmtModify":1687092263584,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188688809697456","repostId":"1156309203","repostType":2,"repost":{"id":"1156309203","kind":"news","pubTimestamp":1687090816,"share":"https://ttm.financial/m/news/1156309203?lang=en_US&edition=fundamental","pubTime":"2023-06-18 20:20","market":"us","language":"zh","title":"rate hike \"ineffective\"? US stocks have rebounded, and the dollar has also fallen back.","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 moment when the Federal Reserve paused rate hike in June, we can see a remarkable scene: the performance of the US stock market and the US dollar has remained almost unchanged compared to when the rate hike cycle began 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 market index traveled back to 15 months ago.</h2><p style=\"text-align: justify;\">By the close of trading on Friday, the S&P 500 had posted its fifth consecutive week of gains, closing at 4,409 points. When the Federal Reserve began its current rate hike cycle 15 months ago, the S&P 500 closed at 4358 points. The current S&P 500 index is higher than it was during the first rate hike 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 Federal Reserve's rate hike tightening of liquidity, while not a direct factor leading to a bear market, can also lead to a correction in the overall market.</strong>The sharp correction in the US stock market, especially technology stocks, in 2022 can confirm this. Following the spring rate hike, U.S. stocks were sold off and plunged into a bear market due to high inflation and rising borrowing costs, and recession predictions spread throughout the market.</p><p><p style=\"text-align: justify;\">However, US stocks rebounded sharply in the first half of this year, driven by strong corporate earnings. Before the earnings season began at the beginning of the year, Wall Street analysts had already significantly lowered their expectations. However, after companies released their earnings reports one after another, strong performance offset the pessimistic sentiment.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies reported better-than-expected first-quarter earnings, a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the ChatGPT craze, major tech stocks such as the Seven Sisters (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving up the index. In the first half of this year, the Nasdaq and S&P 500 rebounded, entering a technical bull market.</p><p><p style=\"text-align: justify;\">Currently,<strong>Although Federal Reserve Chairman Jerome Powell maintained a hawkish stance after the June policy meeting, the future path of monetary policy is now highly certain. The market generally expects that the rate hike is nearing its end and the Fed's tightening stance can no longer suppress the market's upward momentum.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>Over the next 6-12 months, the importance of the Federal Reserve will decrease, while other global drivers and fundamental factors will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, according to Citigroup's model, the impact of macroeconomic factors on the stock market has decreased from 83% to 71% since March, the largest three-month drop since 2009.</p><p><h2 style=\"text-align: start;\">the US Dollar Index fell in tandem</h2><p style=\"text-align: justify;\">At the same time, the strength of the US dollar has also weakened, with the US Dollar Index currently trading near its April 2022 level, 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 the US Dollar Index, which measures the volatility of the US dollar against six major currencies, is sensitive to interest rate policy and is usually positively correlated with interest rate levels, i.e., rate hike pushes the US Dollar Index higher 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 began rate hike in March 2022, and then aggressively raised rate hike by 75 basis points four times between June and September. the US Dollar Index rose from approximately 102 in early June to approximately 114 at the end of September, a cumulative increase of over 11%. During this period, other currencies faced enormous depreciation pressure. It wasn't until the recent resolution of the debt ceiling crisis and the clear signal from the Federal Reserve to suspend rate hike that the US Dollar Index finally retreated.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more rate hike of 25 basis points or 50 basis points before the end of this year. However, the previously widely expected recession has not yet occurred. The U.S. economy appears to have withstood the impact of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, Bank of America strategists upgraded their outlook for the U.S. stock market and are increasingly optimistic about the economic outlook. They predict that even if a recession occurs, it will 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 \"ineffective\"? US stocks have rebounded, and the dollar has also fallen back.</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 \"ineffective\"? US stocks have rebounded, and the dollar has also fallen back.\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 moment when the Federal Reserve paused rate hike in June, we can see a remarkable scene: the performance of the US stock market and the US dollar has remained almost unchanged compared to when the rate hike cycle began 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 market index traveled back to 15 months ago.</h2><p style=\"text-align: justify;\">By the close of trading on Friday, the S&P 500 had posted its fifth consecutive week of gains, closing at 4,409 points. When the Federal Reserve began its current rate hike cycle 15 months ago, the S&P 500 closed at 4358 points. The current S&P 500 index is higher than it was during the first rate hike 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 Federal Reserve's rate hike tightening of liquidity, while not a direct factor leading to a bear market, can also lead to a correction in the overall market.</strong>The sharp correction in the US stock market, especially technology stocks, in 2022 can confirm this. Following the spring rate hike, U.S. stocks were sold off and plunged into a bear market due to high inflation and rising borrowing costs, and recession predictions spread throughout the market.</p><p><p style=\"text-align: justify;\">However, US stocks rebounded sharply in the first half of this year, driven by strong corporate earnings. Before the earnings season began at the beginning of the year, Wall Street analysts had already significantly lowered their expectations. However, after companies released their earnings reports one after another, strong performance offset the pessimistic sentiment.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies reported better-than-expected first-quarter earnings, a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the ChatGPT craze, major tech stocks such as the Seven Sisters (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving up the index. In the first half of this year, the Nasdaq and S&P 500 rebounded, entering a technical bull market.</p><p><p style=\"text-align: justify;\">Currently,<strong>Although Federal Reserve Chairman Jerome Powell maintained a hawkish stance after the June policy meeting, the future path of monetary policy is now highly certain. The market generally expects that the rate hike is nearing its end and the Fed's tightening stance can no longer suppress the market's upward momentum.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>Over the next 6-12 months, the importance of the Federal Reserve will decrease, while other global drivers and fundamental factors will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, according to Citigroup's model, the impact of macroeconomic factors on the stock market has decreased from 83% to 71% since March, the largest three-month drop since 2009.</p><p><h2 style=\"text-align: start;\">the US Dollar Index fell in tandem</h2><p style=\"text-align: justify;\">At the same time, the strength of the US dollar has also weakened, with the US Dollar Index currently trading near its April 2022 level, 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 the US Dollar Index, which measures the volatility of the US dollar against six major currencies, is sensitive to interest rate policy and is usually positively correlated with interest rate levels, i.e., rate hike pushes the US Dollar Index higher 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 began rate hike in March 2022, and then aggressively raised rate hike by 75 basis points four times between June and September. the US Dollar Index rose from approximately 102 in early June to approximately 114 at the end of September, a cumulative increase of over 11%. During this period, other currencies faced enormous depreciation pressure. It wasn't until the recent resolution of the debt ceiling crisis and the clear signal from the Federal Reserve to suspend rate hike that the US Dollar Index finally retreated.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more rate hike of 25 basis points or 50 basis points before the end of this year. However, the previously widely expected recession has not yet occurred. The U.S. economy appears to have withstood the impact of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, Bank of America strategists upgraded their outlook for the U.S. stock market and are increasingly optimistic about the economic outlook. They predict that even if a recession occurs, it will 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":5745,"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":[],"title":"","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 Treasury default crisis: Preliminary agreement reached, but the alarm is 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 will be another \"fierce 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 night to resolve the U.S. debt ceiling issue. However, this agreement still needs to be quickly approved by the US Congress to truly lift the \"alarm\" of this US Treasury default. And this will be another \"fierce battle\".</p><p><p style=\"text-align: justify;\">After the initial agreement was 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 debt ceiling negotiations, it is not difficult to see that the contradiction between the two sides lies in the fact that Republicans hope to reach an agreement to significantly cut government spending while adjusting the debt ceiling. Democrats, on the other hand, insist on adjusting the debt ceiling relatively independently and are unwilling to make too many concessions on spending cuts.</p><p><p style=\"text-align: justify;\">Many analysts believe that this compromise will likely fail to satisfy both more radical Republican lawmakers and the Democratic left:</p><p>\"It is almost certain that the cuts in the package are both too mild to win the votes of hardline conservatives and too harsh to win the votes of radicals in the House.\"<p style=\"text-align: justify;\">Therefore, many media outlets have commented that the prospects for the agreement in both the Senate and the House of Representatives may be \"bumpy\". CCTV News, citing a commentary from The Washington Post, stated that passing an agreement in the short term in the current \"troubled and divided\" Congress is a \"difficult task.\"</p><p><p style=\"text-align: justify;\">According to McCarthy's timetable, the House of Representatives will vote next Wednesday (May 31) before sending it to the Senate for consideration. The U.S. Treasury Department stated this Friday that if 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 pass the relevant bill before \"X Date\" in order to avoid a debt default in the United States. If there is \"even the slightest mistake\" in the vote between the two houses next week, the potential risk of a \"technical default\" on US Treasury bonds is far from disappearing.</p><p><h2>\"Bipartisan cooperation\" is essential, while \"dealing with troublemakers\" is key.</h2><p style=\"text-align: justify;\">Following the 2022 midterm elections, Democrats and Republicans control the U.S. Senate and House of Representatives, respectively. Therefore, the two parties must reach a \"cooperation\" agreement in order for the relevant bills to pass in both houses.</p><p><p style=\"text-align: justify;\">However, as mentioned earlier, the point of contention between the two sides is that radical members of both parties may find it difficult to make concessions on the bill, and senators from each party may find different reasons to oppose the bill—some far-right Republicans may believe that spending cuts are insufficient, while some left-wing Democratic politicians may feel that they have made too many concessions to Republicans.</p><p><p style=\"text-align: justify;\">Therefore, based on the \"bipartisan cooperation\" reached between Biden and McCarthy, the key to solving the problem is whether these \"troublesome\" lawmakers can be dealt with.</p><p><p style=\"text-align: justify;\">According to a previous report by Politico, White House officials had informally calculated that, even if they lost some of the Republican vote,<strong>McCarthy could need as many as 100 Democratic votes to secure a 218-vote majority to ensure the final debt ceiling agreement passes the House of Representatives.</strong></p><p><p style=\"text-align: justify;\">It is worth mentioning that if the bill encounters serious obstacles in the House of Representatives, Democrats can also adopt a rarely used emergency tactic – a “discharge petition” – to vote on the debt ceiling in a “clean” manner, without any strings attached. However, this congressional strategy is even less promising—although Democrats support it, it needs to convince a sufficient Republican majority to join it, otherwise it will not succeed.</p><p><p style=\"text-align: justify;\">Furthermore, Biden could attempt to invoke the untested legal theory of the 14th Amendment to the U.S. Constitution, which stipulates that \"the validity of the public debt of the United States... shall not be questioned,\" thus clearing the way for him to authorize more borrowing. However, this could be immediately challenged in court.</p><p><p style=\"text-align: justify;\">If passed in the House of Representatives, the bill will go to the Senate.<strong>In the Senate, the bill needs the support of at least nine Republicans to receive 60 out of 100 votes in order to continue pushing legislation.</strong></p><p><p style=\"text-align: justify;\">Media analysts say that in the Democratic-controlled Senate, Majority Leader Chuck Schumer has complete control over when the bill will be voted on. However, individual senators could delay the process by insisting on procedural procedures, including a 30-hour debate on whether to begin debate and another 30 hours on the bill itself.</p><p><p style=\"text-align: justify;\">The Senate needs to pass the bill without changing the House bill. Otherwise, it will have to be sent back to the House of Representatives for 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 51-50 to pass.</p><p><p style=\"text-align: justify;\">The agreement can only be submitted to the White House for Biden to sign into law after it is passed by both the Senate and House of Representatives. Only by quickly completing this legislation can the \"alarm\" of this US Treasury default be successfully lifted.</p><p><h2>Timeline of this round of \"US Treasury cap game\"</h2><p style=\"text-align: justify;\">On January 13, 2023, U.S. Treasury Secretary Janet Yellen wrote to Congress stating that the United States would reach the statutory debt ceiling of $31.4 trillion on January 19, and the Treasury Department would begin taking some “extraordinary measures,” with cash and “extraordinary measures” likely to support it until early June.</p><p><p style=\"text-align: justify;\">It is worth mentioning that it is not uncommon for US Treasury bonds to hit their upper limit, but the intensity of market panic this time is quite rare. The reasons for this may be related to the current extremely tight monetary policy in the United States, regional banking crises, and recession expectations. US Treasury Secretary Yellen's frequent reminders have further fueled this panic.</p><p><p style=\"text-align: justify;\">On January 13, Yellen wrote to Congress that she would take \"extraordinary measures\" on January 19; On April 25, U.S. Treasury Secretary Janet Yellen delivered a speech warning of serious consequences if the U.S. debt ceiling is not addressed. On May 1 and May 15, Yellen sent letters to Congress, formally warning that the default date was earlier than expected; On May 27, Yellen warned again that if the U.S. Congress failed to pass the agreement in time, the government would default on its debt on June 5.</p><p><p style=\"text-align: justify;\">On the evening of May 27, US President Joe Biden and Congressional Republican Leader John McCarthy reached an agreement in principle to raise the federal government's $31.4 trillion debt ceiling, according to media reports citing sources familiar with the matter.<strong>Negotiators from both sides agreed to raise the U.S. federal debt ceiling for two years, while simultaneously cutting and limiting some government spending over the two years, keeping non-defense spending nearly flat for the next two years.</strong>The agreement did not mention a budget cap after 2025, but announced that the specific bill would be submitted to the House of Representatives for a vote on May 31.</p><p><p style=\"text-align: justify;\">A White House Council of Institutional Economic Advisers estimates that the U.S. stock market would plummet 45% if U.S. Treasuries defaulted. According to Moody's estimates, if the US Treasury defaults, the US unemployment rate will soar by 5 percentage points, which means that approximately 8 million Americans will be unemployed. At the same time, governments subject to debt ceilings will be unable to cope with the economic downturn through fiscal stimulus, leading to a more severe 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 Treasury default crisis: Preliminary agreement reached, but the alarm is 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 Treasury default crisis: Preliminary agreement reached, but the alarm is 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 will be another \"fierce 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 night to resolve the U.S. debt ceiling issue. However, this agreement still needs to be quickly approved by the US Congress to truly lift the \"alarm\" of this US Treasury default. And this will be another \"fierce battle\".</p><p><p style=\"text-align: justify;\">After the initial agreement was 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 debt ceiling negotiations, it is not difficult to see that the contradiction between the two sides lies in the fact that Republicans hope to reach an agreement to significantly cut government spending while adjusting the debt ceiling. Democrats, on the other hand, insist on adjusting the debt ceiling relatively independently and are unwilling to make too many concessions on spending cuts.</p><p><p style=\"text-align: justify;\">Many analysts believe that this compromise will likely fail to satisfy both more radical Republican lawmakers and the Democratic left:</p><p>\"It is almost certain that the cuts in the package are both too mild to win the votes of hardline conservatives and too harsh to win the votes of radicals in the House.\"<p style=\"text-align: justify;\">Therefore, many media outlets have commented that the prospects for the agreement in both the Senate and the House of Representatives may be \"bumpy\". CCTV News, citing a commentary from The Washington Post, stated that passing an agreement in the short term in the current \"troubled and divided\" Congress is a \"difficult task.\"</p><p><p style=\"text-align: justify;\">According to McCarthy's timetable, the House of Representatives will vote next Wednesday (May 31) before sending it to the Senate for consideration. The U.S. Treasury Department stated this Friday that if 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 pass the relevant bill before \"X Date\" in order to avoid a debt default in the United States. If there is \"even the slightest mistake\" in the vote between the two houses next week, the potential risk of a \"technical default\" on US Treasury bonds is far from disappearing.</p><p><h2>\"Bipartisan cooperation\" is essential, while \"dealing with troublemakers\" is key.</h2><p style=\"text-align: justify;\">Following the 2022 midterm elections, Democrats and Republicans control the U.S. Senate and House of Representatives, respectively. Therefore, the two parties must reach a \"cooperation\" agreement in order for the relevant bills to pass in both houses.</p><p><p style=\"text-align: justify;\">However, as mentioned earlier, the point of contention between the two sides is that radical members of both parties may find it difficult to make concessions on the bill, and senators from each party may find different reasons to oppose the bill—some far-right Republicans may believe that spending cuts are insufficient, while some left-wing Democratic politicians may feel that they have made too many concessions to Republicans.</p><p><p style=\"text-align: justify;\">Therefore, based on the \"bipartisan cooperation\" reached between Biden and McCarthy, the key to solving the problem is whether these \"troublesome\" lawmakers can be dealt with.</p><p><p style=\"text-align: justify;\">According to a previous report by Politico, White House officials had informally calculated that, even if they lost some of the Republican vote,<strong>McCarthy could need as many as 100 Democratic votes to secure a 218-vote majority to ensure the final debt ceiling agreement passes the House of Representatives.</strong></p><p><p style=\"text-align: justify;\">It is worth mentioning that if the bill encounters serious obstacles in the House of Representatives, Democrats can also adopt a rarely used emergency tactic – a “discharge petition” – to vote on the debt ceiling in a “clean” manner, without any strings attached. However, this congressional strategy is even less promising—although Democrats support it, it needs to convince a sufficient Republican majority to join it, otherwise it will not succeed.</p><p><p style=\"text-align: justify;\">Furthermore, Biden could attempt to invoke the untested legal theory of the 14th Amendment to the U.S. Constitution, which stipulates that \"the validity of the public debt of the United States... shall not be questioned,\" thus clearing the way for him to authorize more borrowing. However, this could be immediately challenged in court.</p><p><p style=\"text-align: justify;\">If passed in the House of Representatives, the bill will go to the Senate.<strong>In the Senate, the bill needs the support of at least nine Republicans to receive 60 out of 100 votes in order to continue pushing legislation.</strong></p><p><p style=\"text-align: justify;\">Media analysts say that in the Democratic-controlled Senate, Majority Leader Chuck Schumer has complete control over when the bill will be voted on. However, individual senators could delay the process by insisting on procedural procedures, including a 30-hour debate on whether to begin debate and another 30 hours on the bill itself.</p><p><p style=\"text-align: justify;\">The Senate needs to pass the bill without changing the House bill. Otherwise, it will have to be sent back to the House of Representatives for 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 51-50 to pass.</p><p><p style=\"text-align: justify;\">The agreement can only be submitted to the White House for Biden to sign into law after it is passed by both the Senate and House of Representatives. Only by quickly completing this legislation can the \"alarm\" of this US Treasury default be successfully lifted.</p><p><h2>Timeline of this round of \"US Treasury cap game\"</h2><p style=\"text-align: justify;\">On January 13, 2023, U.S. Treasury Secretary Janet Yellen wrote to Congress stating that the United States would reach the statutory debt ceiling of $31.4 trillion on January 19, and the Treasury Department would begin taking some “extraordinary measures,” with cash and “extraordinary measures” likely to support it until early June.</p><p><p style=\"text-align: justify;\">It is worth mentioning that it is not uncommon for US Treasury bonds to hit their upper limit, but the intensity of market panic this time is quite rare. The reasons for this may be related to the current extremely tight monetary policy in the United States, regional banking crises, and recession expectations. US Treasury Secretary Yellen's frequent reminders have further fueled this panic.</p><p><p style=\"text-align: justify;\">On January 13, Yellen wrote to Congress that she would take \"extraordinary measures\" on January 19; On April 25, U.S. Treasury Secretary Janet Yellen delivered a speech warning of serious consequences if the U.S. debt ceiling is not addressed. On May 1 and May 15, Yellen sent letters to Congress, formally warning that the default date was earlier than expected; On May 27, Yellen warned again that if the U.S. Congress failed to pass the agreement in time, the government would default on its debt on June 5.</p><p><p style=\"text-align: justify;\">On the evening of May 27, US President Joe Biden and Congressional Republican Leader John McCarthy reached an agreement in principle to raise the federal government's $31.4 trillion debt ceiling, according to media reports citing sources familiar with the matter.<strong>Negotiators from both sides agreed to raise the U.S. federal debt ceiling for two years, while simultaneously cutting and limiting some government spending over the two years, keeping non-defense spending nearly flat for the next two years.</strong>The agreement did not mention a budget cap after 2025, but announced that the specific bill would be submitted to the House of Representatives for a vote on May 31.</p><p><p style=\"text-align: justify;\">A White House Council of Institutional Economic Advisers estimates that the U.S. stock market would plummet 45% if U.S. Treasuries defaulted. According to Moody's estimates, if the US Treasury defaults, the US unemployment rate will soar by 5 percentage points, which means that approximately 8 million Americans will be unemployed. At the same time, governments subject to debt ceilings will be unable to cope with the economic downturn through fiscal stimulus, leading to a more severe 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":5328,"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":[],"title":"","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":"sh","language":"zh","title":"\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" 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 nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on 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 shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands 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 negotiations \"ended without results\" 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 negotiations \"ended without results\" 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 nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on 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 shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands 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":4354,"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":[],"title":"","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 Hong Kong stock bull and bear charts | This Apple concept stock rose nearly 12% for the week as it \"turned around\" to become a major supplier! Starry Sky Chinese tops the music e-commerce charts in terms of growth!","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>In summary, the Hang Seng Index fell 176 points or 0.9% this week (May 15-May 19), marking the second consecutive week of decline, while the Tech Index fell 1.35% for the week, marking the seventh consecutive week of decline. The five best-performing stocks this week with a market capitalization exceeding 10 billion yuan and an average daily turnover exceeding 10 million yuan are:<a href=\"https://laohu8.com/S/06698\">Starry Sky Chinese</a>、<a href=\"https://laohu8.com/S/09863\">Leapmotor</a>、<a href=\"https://laohu8.com/S/00525\">Guangzhou-Shenzhen Railway Co</a>、<a href=\"https://laohu8.com/S/01415\">Cowell Electronics</a>、<a href=\"https://laohu8.com/S/00317\">China Shipbuilding Defense</a>。 The five worst-performing stocks 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\">Nuocheng Jianhua</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 Sky Chinese surged over 18% this week, with its production team reportedly joining Taobao Live.</strong></p><p>Recently, Canxing Culture, the production team of The Voice of China, joined Taobao Live, launching a music-style e-commerce platform for singers. It is reported that on the day the show \"The Voice of China\" premiered, the cumulative transaction volume was 10.9 million yuan and the cumulative number of viewers was 3.29 million.</p><p><strong>Leapmotor shares rose more than 13% this week, with institutions expecting rising sales to narrow losses.</strong></p><p>Leapmotor announced new car deliveries for April earlier this month. A total of 8,726 new cars were delivered that month, a 41% increase month-on-month, with C-series models accounting for over 83%. A research report from CITIC Securities points out that the company's new orders will continue to drive a rebound in full-year sales starting in Q2 2023. The bank is also optimistic that Leapmotor will maintain a controllable gross loss while increasing sales through a series of cost reduction measures and economies of scale, and gradually narrow it to close to break-even.</p><p><strong>Guangzhou-Shenzhen Railway Co., Ltd., Cowell Electronics, and China Shipbuilding Defense all rose by more than 11%.</strong></p><p>Guangzhou-Shenzhen Railway Co</p><p>A research report from Industrial Securities points out that the Guangzhou-Shenzhen Railway has a superior asset location, connecting the two core cities of Shenzhen and Guangzhou. At the same time, it operates direct trains through Hong Kong, allowing it to fully enjoy the economic vitality of the Austria-Hong Kong-Macao Greater Bay Area. Starting in 2021, the company increased the number of long-distance cross-line high-speed trains and achieved interconnection with the Ganzhou-Shenzhen Railway by the end of the year, resulting in an increase in profit margin. In the future, the company is expected to fully enter the high-speed rail operation field, at which time the company is likely to achieve a double-edged sword.</p><p>Cowell Electronics</p><p>Previously, TF International analyst Ming-Chi Kuo stated that both the iPhone 16 Pro and Pro Max will be equipped with periscope lenses, while only the Pro Max will be equipped with them in the iPhone 15. Cowell Electronics may be the supplier of the periscope lens CCM for the iPhone 16; The first-generation Apple MR headset is likely to be released at WWDC in June, while the second-generation will be mass-produced in 2025. Cowell Electronics will be the main supplier of the second-generation CCM.</p><p>China Shipbuilding Defense</p><p>\"China Shipbuilding Group\" is a listed company under China State Shipbuilding Corporation. It generally belongs to the military industry sector, but it itself also belongs to the manufacturing sector. CITIC Securities believes that the military industry is currently in a triple bottom range of sector valuation, earnings growth, and capital allocation, and has significant investment value. With a new round of prosperity and capacity expansion, the industry is expected to return to an upward channel, and the sector is expected to reach a turning point in the late second quarter. We recommend leading companies in sub-sectors, with targets in \"high-growth sectors, high proportion of military products, and fast performance growth\" as the first choice, followed by targets in \"low valuation percentiles and large marginal changes\". At the same time, we focus on targets benefiting from military trade and state-owned enterprise reform.</p><p><strong>Sun Art Retail's positive profit was driven by a 14,000-employee reduction and a decrease of over 300 million yuan in labor costs.</strong></p><p>On the evening of May 16, Sun Art Retail Group released its 2023 fiscal year results report ending March 31, 2023, showing revenue of RMB 83.662 billion, a year-on-year decrease of 5.1%. The profit attributable to owners of the company was RMB 109 million, compared with a loss of RMB 739 million in the same period of the previous year; The company's profit for the year was 78 million yuan, compared to a loss of 826 million yuan in the same period last year, turning a loss into a profit.</p><p>The group's gross profit was RMB20.581 billion, a decrease of RMB892 million, or approximately 4.2%, compared to RMB21.473 billion in the same period of the previous year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Of this, revenue from sales of goods was 80.535 billion yuan, a year-on-year decrease of 4.8%; Rental income was RMB 3.127 billion, a year-on-year decrease of 11.6%.</p><p>The group's gross profit was RMB20.581 billion, a decrease of RMB892 million, or approximately 4.2%, compared to RMB21.473 billion in the same period of the previous year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Of this, revenue from sales of goods was 80.535 billion yuan, a year-on-year decrease of 4.8%; Rental income was RMB 3.127 billion, a year-on-year decrease of 11.6%.</p><p>Senior retail expert Wang Guo analyzed that last year, many companies used financial techniques to significantly improve employee competitiveness and encourage \"high-quality graduates.\" \"Layoffs and other measures reduced labor costs, which largely enabled Sun Art Retail to maintain positive net profit despite declining 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 Hong Kong stock bull and bear charts | This Apple concept stock rose nearly 12% for the week as it \"turned around\" to become a major supplier! Starry Sky Chinese tops the music e-commerce charts in terms of growth!</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 Hong Kong stock bull and bear charts | This Apple concept stock rose nearly 12% for the week as it \"turned around\" to become a major supplier! Starry Sky Chinese tops the music e-commerce charts in terms of growth!\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>In summary, the Hang Seng Index fell 176 points or 0.9% this week (May 15-May 19), marking the second consecutive week of decline, while the Tech Index fell 1.35% for the week, marking the seventh consecutive week of decline. The five best-performing stocks this week with a market capitalization exceeding 10 billion yuan and an average daily turnover exceeding 10 million yuan are:<a href=\"https://laohu8.com/S/06698\">Starry Sky Chinese</a>、<a href=\"https://laohu8.com/S/09863\">Leapmotor</a>、<a href=\"https://laohu8.com/S/00525\">Guangzhou-Shenzhen Railway Co</a>、<a href=\"https://laohu8.com/S/01415\">Cowell Electronics</a>、<a href=\"https://laohu8.com/S/00317\">China Shipbuilding Defense</a>。 The five worst-performing stocks 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\">Nuocheng Jianhua</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 Sky Chinese surged over 18% this week, with its production team reportedly joining Taobao Live.</strong></p><p>Recently, Canxing Culture, the production team of The Voice of China, joined Taobao Live, launching a music-style e-commerce platform for singers. It is reported that on the day the show \"The Voice of China\" premiered, the cumulative transaction volume was 10.9 million yuan and the cumulative number of viewers was 3.29 million.</p><p><strong>Leapmotor shares rose more than 13% this week, with institutions expecting rising sales to narrow losses.</strong></p><p>Leapmotor announced new car deliveries for April earlier this month. A total of 8,726 new cars were delivered that month, a 41% increase month-on-month, with C-series models accounting for over 83%. A research report from CITIC Securities points out that the company's new orders will continue to drive a rebound in full-year sales starting in Q2 2023. The bank is also optimistic that Leapmotor will maintain a controllable gross loss while increasing sales through a series of cost reduction measures and economies of scale, and gradually narrow it to close to break-even.</p><p><strong>Guangzhou-Shenzhen Railway Co., Ltd., Cowell Electronics, and China Shipbuilding Defense all rose by more than 11%.</strong></p><p>Guangzhou-Shenzhen Railway Co</p><p>A research report from Industrial Securities points out that the Guangzhou-Shenzhen Railway has a superior asset location, connecting the two core cities of Shenzhen and Guangzhou. At the same time, it operates direct trains through Hong Kong, allowing it to fully enjoy the economic vitality of the Austria-Hong Kong-Macao Greater Bay Area. Starting in 2021, the company increased the number of long-distance cross-line high-speed trains and achieved interconnection with the Ganzhou-Shenzhen Railway by the end of the year, resulting in an increase in profit margin. In the future, the company is expected to fully enter the high-speed rail operation field, at which time the company is likely to achieve a double-edged sword.</p><p>Cowell Electronics</p><p>Previously, TF International analyst Ming-Chi Kuo stated that both the iPhone 16 Pro and Pro Max will be equipped with periscope lenses, while only the Pro Max will be equipped with them in the iPhone 15. Cowell Electronics may be the supplier of the periscope lens CCM for the iPhone 16; The first-generation Apple MR headset is likely to be released at WWDC in June, while the second-generation will be mass-produced in 2025. Cowell Electronics will be the main supplier of the second-generation CCM.</p><p>China Shipbuilding Defense</p><p>\"China Shipbuilding Group\" is a listed company under China State Shipbuilding Corporation. It generally belongs to the military industry sector, but it itself also belongs to the manufacturing sector. CITIC Securities believes that the military industry is currently in a triple bottom range of sector valuation, earnings growth, and capital allocation, and has significant investment value. With a new round of prosperity and capacity expansion, the industry is expected to return to an upward channel, and the sector is expected to reach a turning point in the late second quarter. We recommend leading companies in sub-sectors, with targets in \"high-growth sectors, high proportion of military products, and fast performance growth\" as the first choice, followed by targets in \"low valuation percentiles and large marginal changes\". At the same time, we focus on targets benefiting from military trade and state-owned enterprise reform.</p><p><strong>Sun Art Retail's positive profit was driven by a 14,000-employee reduction and a decrease of over 300 million yuan in labor costs.</strong></p><p>On the evening of May 16, Sun Art Retail Group released its 2023 fiscal year results report ending March 31, 2023, showing revenue of RMB 83.662 billion, a year-on-year decrease of 5.1%. The profit attributable to owners of the company was RMB 109 million, compared with a loss of RMB 739 million in the same period of the previous year; The company's profit for the year was 78 million yuan, compared to a loss of 826 million yuan in the same period last year, turning a loss into a profit.</p><p>The group's gross profit was RMB20.581 billion, a decrease of RMB892 million, or approximately 4.2%, compared to RMB21.473 billion in the same period of the previous year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Of this, revenue from sales of goods was 80.535 billion yuan, a year-on-year decrease of 4.8%; Rental income was RMB 3.127 billion, a year-on-year decrease of 11.6%.</p><p>The group's gross profit was RMB20.581 billion, a decrease of RMB892 million, or approximately 4.2%, compared to RMB21.473 billion in the same period of the previous year. The decrease in gross profit was due to the decrease in revenue from sales of goods and rental income. Of this, revenue from sales of goods was 80.535 billion yuan, a year-on-year decrease of 4.8%; Rental income was RMB 3.127 billion, a year-on-year decrease of 11.6%.</p><p>Senior retail expert Wang Guo analyzed that last year, many companies used financial techniques to significantly improve employee competitiveness and encourage \"high-quality graduates.\" \"Layoffs and other measures reduced labor costs, which largely enabled Sun Art Retail to maintain positive net profit despite declining 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","00317":"中船防务","01121":"金阳新能源","06808":"高鑫零售","00525":"广深铁路股份","09969":"诺诚健华","09863":"零跑汽车","06698":"星空华文","01415":"高伟电子","02602":"万物云"},"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":{"00525":0.9,"01415":0.9,"02007":0.9,"09969":0.9,"02602":0.9,"09863":0.9,"06698":0.9,"00317":0.9,"06808":0.9,"01121":0.9}},"isVote":1,"tweetType":1,"viewCount":5576,"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":[],"title":"","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,"isVote":1,"tweetType":1,"viewCount":4879,"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":[],"title":"","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":"It's not just about \"moats\"! Buffett also has a major 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 approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $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 dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $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>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway'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 spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</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>It's not just about \"moats\"! Buffett also has a major 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\">\nIt's not just about \"moats\"! Buffett also has a major 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 approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $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 dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $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>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway'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 spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</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.B":"伯克希尔B","BRK.A":"伯克希尔"},"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":4828,"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":[],"title":"","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":"us","language":"zh","title":"U.S. ADP employment figures for April were 296,000, the largest 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, the U.S. ADP employment figures for April were 296,000, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>ADP report: Financial services employment fell by 28,000 in April and by 51,000 in March;</p><p>The median annual wage growth rate for trade/transportation/utilities employees was 6.6% in April, compared to 7.0% in March.</p><p>The median annual growth rate of wages for construction workers in April was 6.9%, compared to 7.0% in March.</p><p>The median annual wage growth rate for professional/business service employees was 6.3% in April, compared to 6.4% in March.</p><p>The median annual growth rate of manufacturing wages in April was 6.2%, compared to 6.5% in March.</p><p>The median annual growth rate of wages for employees in the financial services industry was 6.7% in April, compared to 6.8% in March.</p><p>Following the data release, US stock futures experienced little short-term volatility, with Nasdaq 100 futures maintaining a gain of approximately 0.3%. the US Dollar Index rose more than 10 points in the short term and is currently trading at 101.67. Spot gold fell by about $2 in the short term, currently trading at $2013.50 per ounce.</p><p><strong>Institutional assessment of US ADP employment figures:</strong>U.S. private companies added 296,000 jobs in April, indicating a hiring boom despite a sharp slowdown in wage growth for those changing jobs.</p><p><strong>ADP Chief Economist Nela Richardson:</strong>The slowdown in wage growth provides the clearest signal yet of the current state of the labor market, with employers controlling wage growth while hiring aggressively. Our data also shows that fewer and fewer people are changing jobs.</p><p><strong>Financial website Forexlive comments on US April ADP data:</strong>This is a strong number and highlights why the Federal Reserve's job is so difficult. They cannot reasonably raise wages without undermining the banking system, but the addition of nearly 300,000 jobs suggests that the pressure for wage growth has not disappeared.</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 figures for April were 296,000, the largest 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 figures for April were 296,000, the largest 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, the U.S. ADP employment figures for April were 296,000, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>ADP report: Financial services employment fell by 28,000 in April and by 51,000 in March;</p><p>The median annual wage growth rate for trade/transportation/utilities employees was 6.6% in April, compared to 7.0% in March.</p><p>The median annual growth rate of wages for construction workers in April was 6.9%, compared to 7.0% in March.</p><p>The median annual wage growth rate for professional/business service employees was 6.3% in April, compared to 6.4% in March.</p><p>The median annual growth rate of manufacturing wages in April was 6.2%, compared to 6.5% in March.</p><p>The median annual growth rate of wages for employees in the financial services industry was 6.7% in April, compared to 6.8% in March.</p><p>Following the data release, US stock futures experienced little short-term volatility, with Nasdaq 100 futures maintaining a gain of approximately 0.3%. the US Dollar Index rose more than 10 points in the short term and is currently trading at 101.67. Spot gold fell by about $2 in the short term, currently trading at $2013.50 per ounce.</p><p><strong>Institutional assessment of US ADP employment figures:</strong>U.S. private companies added 296,000 jobs in April, indicating a hiring boom despite a sharp slowdown in wage growth for those changing jobs.</p><p><strong>ADP Chief Economist Nela Richardson:</strong>The slowdown in wage growth provides the clearest signal yet of the current state of the labor market, with employers controlling wage growth while hiring aggressively. Our data also shows that fewer and fewer people are changing jobs.</p><p><strong>Financial website Forexlive comments on US April ADP data:</strong>This is a strong number and highlights why the Federal Reserve's job is so difficult. They cannot reasonably raise wages without undermining the banking system, but the addition of nearly 300,000 jobs suggests that the pressure for wage growth has not disappeared.</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":5286,"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":[],"title":"","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 US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports 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>Subsequent earnings reports may be mixed, with the AI boom driving increased chip demand, AMD and Qualcomm's earnings guidance likely to be better than expected, and Apple potentially announcing its product division shrinking across the board for the first time in three years.</strong>Under the shadow of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Tech giants such as Meta withstood the pressure, with first-quarter results exceeding expectations.</p><p>Specifically, Meta made a comeback, unexpectedly reversing its third consecutive quarter of decline in revenue in the first quarter; Microsoft's results last quarter exceeded expectations, with cloud business revenue maintaining 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>Furthermore, despite record losses for chip stocks, earnings guidance is positive. SK Hynix points out that improved demand coupled with production cuts may boost the market, and the chip market is expected to rebound in the second quarter. But, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, coupled with Cloudflare's move to lower its full-year revenue forecast, highlight the uncertainty surrounding the overall economy.</p><p><strong>Better-than-expected earnings reports eased market concerns about slowing demand for technology products, driving a rebound in US stocks.</strong>The S&P 500 posted its biggest single-day gain since the first week of the year on Thursday, while the tech-heavy Nasdaq 100 closed up 2.76%, its biggest gain since January 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>AMD will disclose more information on demand for its technology products, and its financial performance will be key to whether technology stocks can continue to rebound. The following is a preview of the financial report:</strong></p><p>Tuesday: AMD will release its earnings report after the US stock market closes. The artificial intelligence boom is expected to drive demand for chips in data centers, and the resulting increased demand may offset the continued weakness in PC chip sales. With its customer and gaming divisions still sluggish, data centers will be key to AMD's revenue generation.</p><p>Wednesday: Qualcomm will release its results after the US stock market closes. With smartphone demand remaining weak, investors will closely study Qualcomm's quarterly guidance for signs of recovery and OEM inventory replenishment. Last month, chip giants Micron and Infineon provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will release its results after the US stock market closes. Apple may report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales declining from a year ago, Mac sales slowing more pronounced, and weak consumer spending on high-end devices continuing to drag down overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may be reflected in earnings reports, and Barclays believes this downturn will continue into this quarter, especially with slowing demand for the iPhone 14 Pro model.</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 US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports 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 US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports 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>Subsequent earnings reports may be mixed, with the AI boom driving increased chip demand, AMD and Qualcomm's earnings guidance likely to be better than expected, and Apple potentially announcing its product division shrinking across the board for the first time in three years.</strong>Under the shadow of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Tech giants such as Meta withstood the pressure, with first-quarter results exceeding expectations.</p><p>Specifically, Meta made a comeback, unexpectedly reversing its third consecutive quarter of decline in revenue in the first quarter; Microsoft's results last quarter exceeded expectations, with cloud business revenue maintaining 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>Furthermore, despite record losses for chip stocks, earnings guidance is positive. SK Hynix points out that improved demand coupled with production cuts may boost the market, and the chip market is expected to rebound in the second quarter. But, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, coupled with Cloudflare's move to lower its full-year revenue forecast, highlight the uncertainty surrounding the overall economy.</p><p><strong>Better-than-expected earnings reports eased market concerns about slowing demand for technology products, driving a rebound in US stocks.</strong>The S&P 500 posted its biggest single-day gain since the first week of the year on Thursday, while the tech-heavy Nasdaq 100 closed up 2.76%, its biggest gain since January 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>AMD will disclose more information on demand for its technology products, and its financial performance will be key to whether technology stocks can continue to rebound. The following is a preview of the financial report:</strong></p><p>Tuesday: AMD will release its earnings report after the US stock market closes. The artificial intelligence boom is expected to drive demand for chips in data centers, and the resulting increased demand may offset the continued weakness in PC chip sales. With its customer and gaming divisions still sluggish, data centers will be key to AMD's revenue generation.</p><p>Wednesday: Qualcomm will release its results after the US stock market closes. With smartphone demand remaining weak, investors will closely study Qualcomm's quarterly guidance for signs of recovery and OEM inventory replenishment. Last month, chip giants Micron and Infineon provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will release its results after the US stock market closes. Apple may report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales declining from a year ago, Mac sales slowing more pronounced, and weak consumer spending on high-end devices continuing to drag down overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may be reflected in earnings reports, and Barclays believes this downturn will continue into this quarter, especially with slowing demand for the iPhone 14 Pro model.</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":{"AAPL":1,"GFS":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":4901,"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":[],"title":"","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":"Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase 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's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the 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 Journal reported 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;\">Previously, First Republic Bank's advisors 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;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct 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;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being 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>Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase 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\">\nWho will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase 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's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the 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 Journal reported 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;\">Previously, First Republic Bank's advisors 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;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct 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;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being 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":4954,"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":[],"title":"","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":"The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.","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, Vice Chairman of the Federal Reserve for Financial Supervision, blamed the collapse of Silicon Valley Bank (SVB) on corporate governance and inappropriate regulation and will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors failed to manage their company's many risks.</p><p><p style=\"text-align: start;\">Silicon Valley Bank had as many as 31 warnings, three times the industry average.</p><p><p style=\"text-align: start;\">Regulators failed to do enough to ensure that Silicon Valley Bank could address its numerous problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Governing Council has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Federal Reserve's pandering posture and shift in stance hinder regulation (targeting 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;\">Restricting bank repurchases and dividend payments may be an \"appropriate move\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentive mechanisms (in the banking industry).</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">A reassessment system targeting banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's recommendations regarding systems 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>The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.</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\">\nThe Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.\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, Vice Chairman of the Federal Reserve for Financial Supervision, blamed the collapse of Silicon Valley Bank (SVB) on corporate governance and inappropriate regulation and will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors failed to manage their company's many risks.</p><p><p style=\"text-align: start;\">Silicon Valley Bank had as many as 31 warnings, three times the industry average.</p><p><p style=\"text-align: start;\">Regulators failed to do enough to ensure that Silicon Valley Bank could address its numerous problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Governing Council has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Federal Reserve's pandering posture and shift in stance hinder regulation (targeting 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;\">Restricting bank repurchases and dividend payments may be an \"appropriate move\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentive mechanisms (in the banking industry).</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">A reassessment system targeting banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's recommendations regarding systems 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":5106,"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":[],"title":"","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 exceeded 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's Q1 2023 revenue (US$100 million): 88.64, expected: 85.19, previous value: 83.76.</p><p>Q1 net income (US$100 million): 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: Full-year sales revenue is expected to be $3.65 billion to $3.73 billion; Adjusted earnings per share are expected to be between $9.00 and $9.25; The segment profit margin will be between 22.3% and 22.6%.</p><p>As of press time, Honeywell shares rose slightly in pre-market trading.</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 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\">\nHoneywell's first-quarter revenue of $8.864 billion 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\">2023-04-27 18:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Honeywell's Q1 2023 revenue (US$100 million): 88.64, expected: 85.19, previous value: 83.76.</p><p>Q1 net income (US$100 million): 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: Full-year sales revenue is expected to be $3.65 billion to $3.73 billion; Adjusted earnings per share are expected to be between $9.00 and $9.25; The segment profit margin will be between 22.3% and 22.6%.</p><p>As of press time, Honeywell shares rose slightly in pre-market trading.</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":2044,"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":[],"title":"","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":1804,"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":[],"title":"","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":"hk","language":"zh","title":"Earnings Preview | Is there still 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 that Google search and cloud services will generate online revenue, but YouTube will face pressure. The company's main challenge is integrating AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>The parent company, Alphabet Inc. (NASDAQ: GOOG), will release its first-quarter earnings results after the U.S. stock market closes on Tuesday, April 25.</p><p><strong>Five things to know before Alphabet's first-quarter earnings report:</strong></p><p><ul><li>Wall Street analysts consistently expect earnings per share of $1.08 on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from the fourth quarter of 2022 and 17% from the first quarter of 2022.</p><p></li><li>Sales estimates indicate a 10% decrease compared to the fourth quarter of 2022 and flat performance compared to the first quarter of 2022.</p><p></li><li>In the past four quarters, the company's earnings and revenue have not met expectations. Alphabet's earnings forecast for the fourth quarter of 2022 was below 11%.</p><p></li><li>Alphabet shares fell 2.75% after poor results in the fourth quarter of 2022 and 9.1% after poor results in the third quarter of 2022.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Views on Alphabet's earnings report</strong></p><p>Bank of America analysts predict that Google search and cloud services will generate online revenue, but YouTube will face pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly below Wall Street's forecast of $1.08. Experts believe that the first quarter may show an improvement in Alphabet's costs.</p><p>The company's main challenge is the integration of AI into search, both in terms of timing and impact, so discussions about future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will become a more defensive self-help stock among internet groups by 2023, with greater relative earnings stability due to its spending flexibility, high profit margins, and the possibility of backing the stock through buybacks.</p><p><strong>Alphabet's stock performance and valuation</strong></p><p>Alphabet's stock price is $105 per share, and as of this writing, it has risen more than 19% year-to-date, outperforming the S&P 500's 7.7% gain.</p><p>The stock price is nearly 30% lower than the all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, the stock price rose 17.5%, marking its strongest quarterly performance since the second quarter of 2021.</p><p>According to Benzinga's professional data, the stock's forward P/E is 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 still 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 still 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 that Google search and cloud services will generate online revenue, but YouTube will face pressure. The company's main challenge is integrating AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>The parent company, Alphabet Inc. (NASDAQ: GOOG), will release its first-quarter earnings results after the U.S. stock market closes on Tuesday, April 25.</p><p><strong>Five things to know before Alphabet's first-quarter earnings report:</strong></p><p><ul><li>Wall Street analysts consistently expect earnings per share of $1.08 on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from the fourth quarter of 2022 and 17% from the first quarter of 2022.</p><p></li><li>Sales estimates indicate a 10% decrease compared to the fourth quarter of 2022 and flat performance compared to the first quarter of 2022.</p><p></li><li>In the past four quarters, the company's earnings and revenue have not met expectations. Alphabet's earnings forecast for the fourth quarter of 2022 was below 11%.</p><p></li><li>Alphabet shares fell 2.75% after poor results in the fourth quarter of 2022 and 9.1% after poor results in the third quarter of 2022.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Views on Alphabet's earnings report</strong></p><p>Bank of America analysts predict that Google search and cloud services will generate online revenue, but YouTube will face pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly below Wall Street's forecast of $1.08. Experts believe that the first quarter may show an improvement in Alphabet's costs.</p><p>The company's main challenge is the integration of AI into search, both in terms of timing and impact, so discussions about future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will become a more defensive self-help stock among internet groups by 2023, with greater relative earnings stability due to its spending flexibility, high profit margins, and the possibility of backing the stock through buybacks.</p><p><strong>Alphabet's stock performance and valuation</strong></p><p>Alphabet's stock price is $105 per share, and as of this writing, it has risen more than 19% year-to-date, outperforming the S&P 500's 7.7% gain.</p><p>The stock price is nearly 30% lower than the all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, the stock price rose 17.5%, marking its strongest quarterly performance since the second quarter of 2021.</p><p>According to Benzinga's professional data, the stock's forward P/E is 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":{"BK4588":"碎股","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4507":"流媒体概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4525":"远程办公概念","GOOG":"谷歌","BK4527":"明星科技股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","GOOGL":"谷歌A","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc"},"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":1632,"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":[],"title":"","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":"us","language":"zh","title":"A surge of $11.4 billion in a single quarter! Under the pressure of economic recession, the growth rate of US junk bonds has returned to its peak.","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>As a recession slowly approaches, corporate bonds are being downgraded to junk bonds at the fastest pace since 2020.</p><p>On Wednesday, April 19th, the latest research by Barclays strategist Dominique Toublan and others showed that...<strong>In the first quarter of this year, a total of $11.4 billion in bonds were downgraded to junk status, representing approximately 60% of the total number of bonds downgraded to junk status for the entire year of 2022.</strong>。 The bank estimates that bond trading volume for the whole year is expected to reach its highest level since 2020, when the outbreak of the pandemic triggered a large-scale wave of bond downgrades.</p><p>This reflects the pressure many businesses are facing as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. Companies whose ratings were downgraded to junk status will face additional financing costs as the number of investors eligible to purchase their bonds decreases.</p><p>Barclays predicts that,<strong>As slowing economic growth puts additional pressure on borrowers, the rate of increase in junk bonds will accelerate in the second half of this year.</strong>It is expected that $60 billion to $80 billion worth of bonds, known as \"fallen angels,\" will be downgraded to junk status this year.</p><p>In an interview, Toublan stated:</p><p>The downgrade from investment grade to junk grade indicates that the company's credit standing has deteriorated. The question is, is this just a company problem, or is it a more widespread phenomenon? But Barclays added,<strong>Although more and more companies are being downgraded to junk status, more and more bonds may also be upgraded to investment grade.</strong>。 The bank expects $60 billion to $70 billion to come from these \"rising stars\" this year, which would be the second-highest annual total on record. The pace of rating upgrades may not slow until the second half of this year.</p><p>Nissan contributed a significant portion of the downgraded bonds.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The rating agency downgraded it to speculative rating in March of this year. Companies whose ratings were downgraded also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial.</p><p>Although trading volume on these downgraded bonds is increasing, the rating downgrade still appears to be relatively moderate. Barclays stated that the bank's forecast of $60 billion to $80 billion in rating downgrades represents approximately 2.2% of BBB-rated corporate bonds, compared to an average of nearly 6.6% since 2000.</p><p>Analysts believe that,<strong>The previous banking crisis could significantly reduce banks' lending activities. Data from the Federal Reserve shows that since mid-March, the total amount of loans on banks' books has decreased by about $95 billion. Credit conditions are generally tightening, which often drives more rating downgrades.</strong></p><p>Fitch Ratings wrote in a report on Monday that declining profits could erode those of corporate borrowers and potentially harm those of issuers who are more sensitive to economic changes. The agency predicts that the United States will begin to enter an economic recession at the end of the third quarter of this year.</p><p>Fitch stated:</p><p>Monetary tightening and slowing economic growth will negatively impact demand, while easing inflation will reduce pricing power, leading to slower revenue growth for some U.S. companies and a weakened 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 surge of $11.4 billion in a single quarter! Under the pressure of economic recession, the growth rate of US junk bonds has returned to its peak.</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 surge of $11.4 billion in a single quarter! Under the pressure of economic recession, the growth rate of US junk bonds has returned to its peak.\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>As a recession slowly approaches, corporate bonds are being downgraded to junk bonds at the fastest pace since 2020.</p><p>On Wednesday, April 19th, the latest research by Barclays strategist Dominique Toublan and others showed that...<strong>In the first quarter of this year, a total of $11.4 billion in bonds were downgraded to junk status, representing approximately 60% of the total number of bonds downgraded to junk status for the entire year of 2022.</strong>。 The bank estimates that bond trading volume for the whole year is expected to reach its highest level since 2020, when the outbreak of the pandemic triggered a large-scale wave of bond downgrades.</p><p>This reflects the pressure many businesses are facing as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. Companies whose ratings were downgraded to junk status will face additional financing costs as the number of investors eligible to purchase their bonds decreases.</p><p>Barclays predicts that,<strong>As slowing economic growth puts additional pressure on borrowers, the rate of increase in junk bonds will accelerate in the second half of this year.</strong>It is expected that $60 billion to $80 billion worth of bonds, known as \"fallen angels,\" will be downgraded to junk status this year.</p><p>In an interview, Toublan stated:</p><p>The downgrade from investment grade to junk grade indicates that the company's credit standing has deteriorated. The question is, is this just a company problem, or is it a more widespread phenomenon? But Barclays added,<strong>Although more and more companies are being downgraded to junk status, more and more bonds may also be upgraded to investment grade.</strong>。 The bank expects $60 billion to $70 billion to come from these \"rising stars\" this year, which would be the second-highest annual total on record. The pace of rating upgrades may not slow until the second half of this year.</p><p>Nissan contributed a significant portion of the downgraded bonds.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The rating agency downgraded it to speculative rating in March of this year. Companies whose ratings were downgraded also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial.</p><p>Although trading volume on these downgraded bonds is increasing, the rating downgrade still appears to be relatively moderate. Barclays stated that the bank's forecast of $60 billion to $80 billion in rating downgrades represents approximately 2.2% of BBB-rated corporate bonds, compared to an average of nearly 6.6% since 2000.</p><p>Analysts believe that,<strong>The previous banking crisis could significantly reduce banks' lending activities. Data from the Federal Reserve shows that since mid-March, the total amount of loans on banks' books has decreased by about $95 billion. Credit conditions are generally tightening, which often drives more rating downgrades.</strong></p><p>Fitch Ratings wrote in a report on Monday that declining profits could erode those of corporate borrowers and potentially harm those of issuers who are more sensitive to economic changes. The agency predicts that the United States will begin to enter an economic recession at the end of the third quarter of this year.</p><p>Fitch stated:</p><p>Monetary tightening and slowing economic growth will negatively impact demand, while easing inflation will reduce pricing power, leading to slower revenue growth for some U.S. companies and a weakened 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":2054,"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":[],"title":"","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 exceeded expectations, but total deposits fell short of forecasts.","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 19, Morgan Stanley released its pre-market earnings report, which showed that net revenue for the first quarter was $14.52 billion, compared to the estimated $14.07 billion.</p><p>Morgan Stanley earned $1.70 per share in the first quarter.</p><p>First-quarter revenue from stock sales and trading was $2.73 billion, compared to an estimated $2.86 billion.</p><p>First-quarter sales and trading revenue from fixed income, foreign exchange and commodities businesses was $2.58 billion, compared to an estimated $2.42 billion.</p><p>Non-interest expenses for the first quarter were $10.52 billion, compared to an estimated $10.12 billion.</p><p>Compensation expenses for the first quarter were $6.41 billion, compared to an estimated $6.07 billion.</p><p>Non-compensation expenses for the first quarter were $4.11 billion, compared to an estimated $4.09 billion.</p><p>Assets under management in the first quarter were $1.36 trillion, compared to an estimated $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% in pre-market trading after the earnings report was released.</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 exceeded expectations, but total deposits fell short of forecasts.</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 exceeded expectations, but total deposits fell short of forecasts.\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 19, Morgan Stanley released its pre-market earnings report, which showed that net revenue for the first quarter was $14.52 billion, compared to the estimated $14.07 billion.</p><p>Morgan Stanley earned $1.70 per share in the first quarter.</p><p>First-quarter revenue from stock sales and trading was $2.73 billion, compared to an estimated $2.86 billion.</p><p>First-quarter sales and trading revenue from fixed income, foreign exchange and commodities businesses was $2.58 billion, compared to an estimated $2.42 billion.</p><p>Non-interest expenses for the first quarter were $10.52 billion, compared to an estimated $10.12 billion.</p><p>Compensation expenses for the first quarter were $6.41 billion, compared to an estimated $6.07 billion.</p><p>Non-compensation expenses for the first quarter were $4.11 billion, compared to an estimated $4.09 billion.</p><p>Assets under management in the first quarter were $1.36 trillion, compared to an estimated $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% in pre-market trading after the earnings report was released.</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":1792,"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":[],"title":"","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 was $15.1 billion, slightly exceeding 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 revenue for the first quarter of 2023 (US$100 million): 151, expected: 150.28, previous value: 149.64.</p><p>First-quarter net profit (US$100 million): 17, expected: 15.36, previous value: 17.33.</p><p>Q1 EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market share price rose rapidly in the short term, turning from a decline to a 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 was $15.1 billion, slightly exceeding 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 was $15.1 billion, slightly exceeding 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 revenue for the first quarter of 2023 (US$100 million): 151, expected: 150.28, previous value: 149.64.</p><p>First-quarter net profit (US$100 million): 17, expected: 15.36, previous value: 17.33.</p><p>Q1 EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market share price rose rapidly in the short term, turning from a decline to a 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":1590,"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":[],"title":"","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 last, and will it \"backfire\" on 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>The company will release its financial results for the first quarter of 2023, ending March 31, after the market closes on April 19 Eastern Time (April 20 Beijing Time).</p><p>In 2022, Tesla delivered a total of 1.31 million vehicles globally, a 40% increase compared to 2021; Production reached 1.37 million vehicles, a year-on-year increase of 47%, but neither reached the 50% annual growth target.</p><p><strong>The market currently generally expects the company to report first-quarter revenue of $23.46 billion, adjusted profit of $3.057 billion, and earnings per share of $0.86.</strong></p><p><p style=\"text-align: justify;\">Stronger-than-expected results would indicate Tesla's \"cost advantage\" and potential lower input costs, but if the first-quarter results are in line with or below expectations, it would mean overcapacity or product aging, which would put its stock price at risk. Of particular importance, the frequent price cuts have made analysts pay more attention to the electric vehicle manufacturer'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>First-quarter deliveries: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla to deliver globally in the first quarter of 2023<strong>More than 422,000 vehicles were delivered, breaking the single-quarter delivery record.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles globally and delivered 422,875 units. Of these, 19,437 Model S and Model X units were produced and 10,695 units were delivered; Production of the Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared to the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and its deliveries increased by 36% year-on-year, which is 6.69 times the deliveries in the same period of 2019.</p><p>The delivery report indicates that Tesla will continue its transition to \"more balanced mass production targeting different regional markets,\" including Model S/X models currently being shipped to EMEA (Europe/Middle East/Africa) and the Asia-Pacific region.</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 annual sales target of 1.8-2 million vehicles was achieved quite well in the first quarter. However, it cannot be ignored that in the Chinese market, its core production and sales base, the automotive market is facing more intense competition this year, and Tesla needs to respond more flexibly.</p><p>Industry analysts believe that<strong>Tesla's delivery growth is closely related to its price cuts at the beginning of this year, and the direct reason for the price cuts was to stimulate demand.</strong>In January of this year, Tesla lowered the prices of its models in both China and global markets, with an overall decrease of 9%.</p><p>On April 6 local time, Tesla again lowered the prices of its models sold in the United States, reducing the prices of all models by 2% to 6%. This is the fifth price cut by the automaker since January, with the most significant reduction in high-end models. The more popular Model Y has also seen a 4% price reduction, to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of the Model 3 and Model Y in Hong Kong on April 15, with the Model 3 Performance seeing the largest price reduction, by as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla had previously launched a price war in the United States, which analysts viewed as a positive sign that the company was trying to boost sales.</p><p>According to Tesla's goal, it aims to increase production more than tenfold to 20 million vehicles per year by 2030. However, Tesla's current models, such as the Model 3/Y, have a maximum sales cycle of 6-7 years and have not undergone a mid-term update. As market competition intensifies, Tesla's products face even 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-end models are imminent.</strong></p><p>Recent market news suggests that Tesla is planning a grand production capacity layout for its new low-priced models. \"This low-priced Model is a smaller Model Y,\" a source said.<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early-stage production capacity strategy that Tesla is passing on to the supply chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, including 2 million vehicles in the North American Gigafactory, and 1 million vehicles each in the Berlin plant in Germany and the Lingang plant in Shanghai. Among the North American factories, the Monterrey plant in Mexico will be the main production capacity for this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's investor day, Tesla unveiled its Monterrey factory in Mexico. Subsequently, media reports indicated 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 car sells for 150,000 yuan, it could clearly trigger 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>Unfavorable factors: US electric vehicle tax rebate policy changes again</strong></p><p><p style=\"text-align: justify;\">Last Friday, the U.S. Treasury Department and the Internal Revenue Service released new rules for tax credits for electric vehicles. Automakers have found that unless a workaround is found, the outcome is likely to be:<strong>Starting with the new system taking effect on April 18, the tax credits available to electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said that starting April 18, its Mustang Mach-E and E-Transit will be eligible for an electric vehicle tax credit of $3,750, down from the current $7,500, after losing half of the tax credit due to not meeting domestic battery procurement requirements.</p><p><p style=\"text-align: justify;\">Starting April 18, the $7,500 tax credit...<strong>Half will depend on whether the battery components are primarily manufactured in North America.</strong>，<strong>The other half depends on whether the battery minerals primarily come from the United States' free trade partners.</strong>。 Over the next five years, to qualify for tax credits, the proportions of the aforementioned components and minerals in automotive batteries will be further increased from 50% and 40%, respectively.</p><p><strong>Major bank ratings</strong></p><p><strong>Wedbush Securities: Outperform rating, target price $225</strong></p><p>Dan Ives, a well-known Tesla bullish analyst at Wedbush Securities, maintained his \"Outperform\" rating on Tesla stock and his $225 price target. He stated that the Model Y/3 price reduction announced in early 2023 \"brought substantial benefits\" to Tesla, and despite macroeconomic uncertainty, demand appears to be stable. Whether Tesla's gross profit margin can exceed 20% remains a key hurdle in the coming quarters.</p><p><strong>Baird: Overweight rating, target price $252</strong></p><p><p style=\"text-align: left;\">Baird stated that he believes Tesla will be able to maintain industry-leading operating profit margins and be in the best position among its automotive peers to withstand economic headwinds. We maintain our \"Buy\" rating on Tesla stock and our $252 target price.</p><p><strong>Bernstein: Underperform rating, $150 target price</strong></p><p><p style=\"text-align: left;\">Bernstein stated that Tesla's price cuts were not surprising, but the timing and details were \"a bit surprising,\" suggesting that price cuts may continue in other markets around the world. The agency stated that the price reduction reflects Tesla's need to stimulate market demand. We maintain our underperform rating on Tesla stock and our price target of $150.</p><p><strong>Wolfe Research: Peer Performance Ratings</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while price cuts in the United States may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company stated that investors may have underestimated the new investment in Tesla Energy. We maintain our peer performance rating on Tesla stock, and investors should not be surprised if a 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 last, and will it \"backfire\" on 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 last, and will it \"backfire\" on 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>The company will release its financial results for the first quarter of 2023, ending March 31, after the market closes on April 19 Eastern Time (April 20 Beijing Time).</p><p>In 2022, Tesla delivered a total of 1.31 million vehicles globally, a 40% increase compared to 2021; Production reached 1.37 million vehicles, a year-on-year increase of 47%, but neither reached the 50% annual growth target.</p><p><strong>The market currently generally expects the company to report first-quarter revenue of $23.46 billion, adjusted profit of $3.057 billion, and earnings per share of $0.86.</strong></p><p><p style=\"text-align: justify;\">Stronger-than-expected results would indicate Tesla's \"cost advantage\" and potential lower input costs, but if the first-quarter results are in line with or below expectations, it would mean overcapacity or product aging, which would put its stock price at risk. Of particular importance, the frequent price cuts have made analysts pay more attention to the electric vehicle manufacturer'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>First-quarter deliveries: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla to deliver globally in the first quarter of 2023<strong>More than 422,000 vehicles were delivered, breaking the single-quarter delivery record.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles globally and delivered 422,875 units. Of these, 19,437 Model S and Model X units were produced and 10,695 units were delivered; Production of the Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared to the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and its deliveries increased by 36% year-on-year, which is 6.69 times the deliveries in the same period of 2019.</p><p>The delivery report indicates that Tesla will continue its transition to \"more balanced mass production targeting different regional markets,\" including Model S/X models currently being shipped to EMEA (Europe/Middle East/Africa) and the Asia-Pacific region.</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 annual sales target of 1.8-2 million vehicles was achieved quite well in the first quarter. However, it cannot be ignored that in the Chinese market, its core production and sales base, the automotive market is facing more intense competition this year, and Tesla needs to respond more flexibly.</p><p>Industry analysts believe that<strong>Tesla's delivery growth is closely related to its price cuts at the beginning of this year, and the direct reason for the price cuts was to stimulate demand.</strong>In January of this year, Tesla lowered the prices of its models in both China and global markets, with an overall decrease of 9%.</p><p>On April 6 local time, Tesla again lowered the prices of its models sold in the United States, reducing the prices of all models by 2% to 6%. This is the fifth price cut by the automaker since January, with the most significant reduction in high-end models. The more popular Model Y has also seen a 4% price reduction, to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of the Model 3 and Model Y in Hong Kong on April 15, with the Model 3 Performance seeing the largest price reduction, by as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla had previously launched a price war in the United States, which analysts viewed as a positive sign that the company was trying to boost sales.</p><p>According to Tesla's goal, it aims to increase production more than tenfold to 20 million vehicles per year by 2030. However, Tesla's current models, such as the Model 3/Y, have a maximum sales cycle of 6-7 years and have not undergone a mid-term update. As market competition intensifies, Tesla's products face even 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-end models are imminent.</strong></p><p>Recent market news suggests that Tesla is planning a grand production capacity layout for its new low-priced models. \"This low-priced Model is a smaller Model Y,\" a source said.<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early-stage production capacity strategy that Tesla is passing on to the supply chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, including 2 million vehicles in the North American Gigafactory, and 1 million vehicles each in the Berlin plant in Germany and the Lingang plant in Shanghai. Among the North American factories, the Monterrey plant in Mexico will be the main production capacity for this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's investor day, Tesla unveiled its Monterrey factory in Mexico. Subsequently, media reports indicated 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 car sells for 150,000 yuan, it could clearly trigger 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>Unfavorable factors: US electric vehicle tax rebate policy changes again</strong></p><p><p style=\"text-align: justify;\">Last Friday, the U.S. Treasury Department and the Internal Revenue Service released new rules for tax credits for electric vehicles. Automakers have found that unless a workaround is found, the outcome is likely to be:<strong>Starting with the new system taking effect on April 18, the tax credits available to electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said that starting April 18, its Mustang Mach-E and E-Transit will be eligible for an electric vehicle tax credit of $3,750, down from the current $7,500, after losing half of the tax credit due to not meeting domestic battery procurement requirements.</p><p><p style=\"text-align: justify;\">Starting April 18, the $7,500 tax credit...<strong>Half will depend on whether the battery components are primarily manufactured in North America.</strong>，<strong>The other half depends on whether the battery minerals primarily come from the United States' free trade partners.</strong>。 Over the next five years, to qualify for tax credits, the proportions of the aforementioned components and minerals in automotive batteries will be further increased from 50% and 40%, respectively.</p><p><strong>Major bank ratings</strong></p><p><strong>Wedbush Securities: Outperform rating, target price $225</strong></p><p>Dan Ives, a well-known Tesla bullish analyst at Wedbush Securities, maintained his \"Outperform\" rating on Tesla stock and his $225 price target. He stated that the Model Y/3 price reduction announced in early 2023 \"brought substantial benefits\" to Tesla, and despite macroeconomic uncertainty, demand appears to be stable. Whether Tesla's gross profit margin can exceed 20% remains a key hurdle in the coming quarters.</p><p><strong>Baird: Overweight rating, target price $252</strong></p><p><p style=\"text-align: left;\">Baird stated that he believes Tesla will be able to maintain industry-leading operating profit margins and be in the best position among its automotive peers to withstand economic headwinds. We maintain our \"Buy\" rating on Tesla stock and our $252 target price.</p><p><strong>Bernstein: Underperform rating, $150 target price</strong></p><p><p style=\"text-align: left;\">Bernstein stated that Tesla's price cuts were not surprising, but the timing and details were \"a bit surprising,\" suggesting that price cuts may continue in other markets around the world. The agency stated that the price reduction reflects Tesla's need to stimulate market demand. We maintain our underperform rating on Tesla stock and our price target of $150.</p><p><strong>Wolfe Research: Peer Performance Ratings</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while price cuts in the United States may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company stated that investors may have underestimated the new investment in Tesla Energy. We maintain our peer performance rating on Tesla stock, and investors should not be surprised if a 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":1665,"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":[],"title":"","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":"hk","language":"zh","title":"Don't miss this bull market.","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 somewhat sluggish, but the stock market is eager to heat up.</p><p>After more than a month of adjustment, the Shanghai Composite Index once again approached the high of March 7 last Friday and showed signs of breaking through, while the turnover of A-shares exceeded 1 trillion yuan 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 500, which has been heavily affected by the US economic recession, has quietly approached the high level of February 2.</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 keenest sense of smell, and capital doesn't lie. The fact that it continues to rise already speaks volumes.</p><p>That's our simple view on the market in 2023:<strong>Don't miss this bull market.</strong></p><p><strong>macro aspect</strong></p><p>Every bull market is predicated on a super low.</p><p>Every investor can feel what a low point 2022 was. With the recurring pandemic, economic downturn, ongoing external wars, and frenzied rate hike, the capital market is truly suffering greatly.</p><p>But everything comes to an end, and several major macroeconomic risks have now basically reversed or are about to reverse. First, there's the Russia-Ukraine war, which has already weakened the capital market. Second, the pandemic has become insignificant. The only thing that's bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, this end is already clearly visible, just a matter of official announcement at the May meeting.</p><p>There are two fundamental factors affecting the stock market. One is...<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>In terms of domestic economic fundamentals, recovery is a foregone conclusion.</strong>On the surface, domestic macroeconomic data does not seem too exciting, but signs of improvement are gradually emerging, especially in terms of consumption. With the May Day holiday approaching, booking data for travel, flights and hotels has strengthened the logic of consumption recovery. The market is now waiting for the macroeconomic data for the first quarter of 2023 to be released in two days. Considering that there was a wave of widespread infection after the epidemic was lifted at the beginning of the year, the data may not be very strong, but it is basically predictable. This should be considered the bottom of this year.</p><p><strong>Externally, a US economic recession is highly likely.</strong>This will have a negative impact on China's exports. As China's third-largest trading partner, China's exports to the United States still reached $536.8 billion despite such difficult circumstances in 2022. However, China itself is also expanding its ties with other economies around the world in an effort to offset the negative impact of the United States. Looking at a longer timeframe, even if a US recession is expected to arrive, according to Federal Reserve officials, the impact will mainly be this year, with a recovery expected in the next two years. So, once we get through this year, we'll basically be fine.</p><p>While there will indeed be some disturbances in China's economic fundamentals in the short term, there is no reason to be pessimistic in the medium to long term, nor is it likely to fall back to last year's low levels. Even if some deep-seated problems, such as great power rivalry and technological innovation, are not resolved immediately, fortunately, these problems will not worsen again, and the country is working hard 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 indicate that the economy still needs a stronger recovery, but conversely, it increases the possibility of stimulating the economy and continuing monetary easing.</strong>In fact, there has been significant easing at the monetary level, especially in the recently released social financing and M2 data. However, the transmission from the monetary level to the economy will take time. In addition, the Federal Reserve's aggressive rate hike is gradually coming to an end, providing more room for our monetary policy to maneuver.</p><p>The macroeconomy is in a recovery phase, and the general direction of liquidity is loose. A bull market in the stock market provides the most basic support.</p><p><strong>microscopic plane</strong></p><p>At the micro level, the main focus is on corporate profitability, which coincides with the collective release of first-quarter reports by listed companies.</p><p>As of today, more than 200 A-share companies have released their first-quarter earnings forecasts. Among them, consumer stocks Langzi Fashion and Yanjing Beer have seen very strong growth. Langzi Fashion's net profit attributable to the parent company has increased by 377-566 times year-on-year, while Yanjing Beer has increased by 71-75 times year-on-year. Although it may seem extreme, it also represents a strong rebound in consumer stocks from being suppressed by the pandemic last year to this year after the pandemic was lifted. And<strong>Technology stocks, represented by semiconductors, also showed strong growth momentum.</strong>A typical example is semiconductor equipment manufacturer North China Electronics, which expects its net profit attributable to the parent company to increase by 1.71-2 times year-on-year.</p><p>In our articles at the beginning of the year, we mentioned investment opportunities in semiconductors several times. However, at that time, it was mainly based on the fact that the semiconductor inventory cycle bottomed out in the first half of this year and entered an upward channel in the second half of the year, which was based on the logic of cyclical reversal. The subsequent chatGPT craze accelerated the cyclical reversal of the semiconductor industry. More importantly, the popularity of chatGPT also marked the beginning of a new round of technological revolution led by AI. This technological revolution, which can rival mechanization, electrification and informatization, and is even larger in scale, has brought new growth space to the technology industry, including semiconductors, and a new blue ocean has slowly unfolded.</p><p>This is also why we keep repeating this year's investment theme: the digital economy is definitely the biggest one.</p><p>In the past, China has basically followed others in terms of technology, but this time, China is the most likely to become one of the leaders. This is because the digital economy has been established as a key industry for national development and support. More importantly, China's strength in the digital economy has greatly improved. Even though it still lags behind the United States in some key technology areas, its advantages compared with most countries in the world are still very obvious.</p><p>Although there are many companies in the A-share market that are riding the wave of concepts, overall, it is highly likely that China will produce corresponding true bull stocks due to this technological revolution, which undoubtedly provides a greater possibility for a bull market. At least from a financial perspective, this technological revolution, with its broad growth prospects and expected returns, can easily attract incremental funds into the stock market.</p><p>As investors, we need to pay more attention to this quarterly report, because it will not only confirm the degree of recovery of the domestic economy, but also become an important basis for predicting the future performance of the economy and listed companies, as well as evidence to verify the entry of incremental funds into the stock market. Although not everything has been released yet, and it is not advisable to draw conclusions too early, given that there is no longer any disruption from the epidemic this year, it is at least certain that overall it will only be better than the same period last year.</p><p>If the final result is indeed like this, it is only a matter of time before the Shanghai Composite Index breaks through the previous month's high.</p><p><strong>There is no doubt that the market will continue to bull.</strong></p><p>There's a famous saying in the investment world:<strong>The future is more important than the past</strong></p><p>This means that the most important factor in whether the stock market will rise or fall is expectations.</p><p>One thing that has struck me most about review over the past year is that it all happened in October last year, when US stocks fell to their lowest point for the year, and A-shares and Hong Kong stocks also bottomed out in that month.</p><p>If we look at it from a simple linear perspective, the US federal interest rate was not very high at that time, and the economy was still very strong, so why did it fall to a low level so early? With the domestic epidemic and economic pressures so great that there were even rumors of a confidence crisis in foreign capital, the rapid decline is understandable, but why did it rebound so strongly in just a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic: it reacts to the real economy in advance. This reaction usually takes six months, and the process is also affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Chinese and American stock markets in October last year was influenced by this pattern, and it is now being verified step by step. First, there is the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly six months from October last year. Secondly, in China, that rapid decline did indeed bottom out ahead of schedule. Of course, the easing of the pandemic in November was also the most important factor in the stock market rebound. If the lockdown had continued, the rebound would not have arrived so quickly.</p><p>Regardless of the circumstances, the possibility of the stock market, whether A-shares, Hong Kong stocks, or US stocks, returning to last year's bottom is slim. Not to mention the domestic economic recovery and loose liquidity, even if the US stock market enters a \"profit-killing\" phase, it is unlikely to happen unless the performance of listed companies collapses on a large scale. When bank stocks crashed in March, it triggered a wave of panic, but so far, the expected collapse has not occurred. Instead, the performance of large banks like JPMorgan Chase has increased significantly. In terms of indices, the Dow Jones Industrial Average, which was the hardest hit, fluctuated by around 10%, while the Nasdaq and S&P 500 were far below 10%, and all three major indices had fully recovered their March losses and risen significantly.</p><p>It can be said that the biggest macroeconomic risk right now is the US economic recession. If we reflect the future characteristics of the stock market in advance, we are trading now six months from now. In other words, the stock market is pricing in a recession six months from now. Of course, whether it will be fully priced depends on other economic and listed company data, as well as the release of subsequent policies. If these data decline beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can remain flat. However, if it improves beyond expectations, a rebound could occur at any time.</p><p>If we consider the two factors mentioned earlier—economic fundamentals and liquidity—the tightening of liquidity in US stocks is basically priced in by the market. The only downside is waiting for the economy to bottom out. The situation in China is better, because our economic fundamentals have bottomed out and are in a recovery phase.</p><p><strong>epilogue</strong></p><p>If last year was the moment of collapse for global capital markets, then this year's upward resonance in global capital markets is probably the most anticipated and highly probable event.</p><p>Currently, signs of a bull market may not be very obvious, because apart from the AI sector, other sectors are still relatively low-key and need some catalysts and time. But just as a wind rises from a drizzle and a wave forms from a gentle ripple, the stock market won't directly tell you that a bull market is coming. However, since expectations for the future are positive and valuations are low, keeping a low profile is actually a good thing, which is equivalent to giving investors an opportunity to get on board. If it's already skyrocketing, there's no chance.</p><p>Chinese people often say that adversity leads to turnaround, and the same applies to the stock market. If one sentence suffices to describe this year's stock market investment strategy, it is:</p><p><strong>Don't miss this bull market!</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 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\">\nDon't miss this bull market.\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 somewhat sluggish, but the stock market is eager to heat up.</p><p>After more than a month of adjustment, the Shanghai Composite Index once again approached the high of March 7 last Friday and showed signs of breaking through, while the turnover of A-shares exceeded 1 trillion yuan 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 500, which has been heavily affected by the US economic recession, has quietly approached the high level of February 2.</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 keenest sense of smell, and capital doesn't lie. The fact that it continues to rise already speaks volumes.</p><p>That's our simple view on the market in 2023:<strong>Don't miss this bull market.</strong></p><p><strong>macro aspect</strong></p><p>Every bull market is predicated on a super low.</p><p>Every investor can feel what a low point 2022 was. With the recurring pandemic, economic downturn, ongoing external wars, and frenzied rate hike, the capital market is truly suffering greatly.</p><p>But everything comes to an end, and several major macroeconomic risks have now basically reversed or are about to reverse. First, there's the Russia-Ukraine war, which has already weakened the capital market. Second, the pandemic has become insignificant. The only thing that's bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, this end is already clearly visible, just a matter of official announcement at the May meeting.</p><p>There are two fundamental factors affecting the stock market. One is...<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>In terms of domestic economic fundamentals, recovery is a foregone conclusion.</strong>On the surface, domestic macroeconomic data does not seem too exciting, but signs of improvement are gradually emerging, especially in terms of consumption. With the May Day holiday approaching, booking data for travel, flights and hotels has strengthened the logic of consumption recovery. The market is now waiting for the macroeconomic data for the first quarter of 2023 to be released in two days. Considering that there was a wave of widespread infection after the epidemic was lifted at the beginning of the year, the data may not be very strong, but it is basically predictable. This should be considered the bottom of this year.</p><p><strong>Externally, a US economic recession is highly likely.</strong>This will have a negative impact on China's exports. As China's third-largest trading partner, China's exports to the United States still reached $536.8 billion despite such difficult circumstances in 2022. However, China itself is also expanding its ties with other economies around the world in an effort to offset the negative impact of the United States. Looking at a longer timeframe, even if a US recession is expected to arrive, according to Federal Reserve officials, the impact will mainly be this year, with a recovery expected in the next two years. So, once we get through this year, we'll basically be fine.</p><p>While there will indeed be some disturbances in China's economic fundamentals in the short term, there is no reason to be pessimistic in the medium to long term, nor is it likely to fall back to last year's low levels. Even if some deep-seated problems, such as great power rivalry and technological innovation, are not resolved immediately, fortunately, these problems will not worsen again, and the country is working hard 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 indicate that the economy still needs a stronger recovery, but conversely, it increases the possibility of stimulating the economy and continuing monetary easing.</strong>In fact, there has been significant easing at the monetary level, especially in the recently released social financing and M2 data. However, the transmission from the monetary level to the economy will take time. In addition, the Federal Reserve's aggressive rate hike is gradually coming to an end, providing more room for our monetary policy to maneuver.</p><p>The macroeconomy is in a recovery phase, and the general direction of liquidity is loose. A bull market in the stock market provides the most basic support.</p><p><strong>microscopic plane</strong></p><p>At the micro level, the main focus is on corporate profitability, which coincides with the collective release of first-quarter reports by listed companies.</p><p>As of today, more than 200 A-share companies have released their first-quarter earnings forecasts. Among them, consumer stocks Langzi Fashion and Yanjing Beer have seen very strong growth. Langzi Fashion's net profit attributable to the parent company has increased by 377-566 times year-on-year, while Yanjing Beer has increased by 71-75 times year-on-year. Although it may seem extreme, it also represents a strong rebound in consumer stocks from being suppressed by the pandemic last year to this year after the pandemic was lifted. And<strong>Technology stocks, represented by semiconductors, also showed strong growth momentum.</strong>A typical example is semiconductor equipment manufacturer North China Electronics, which expects its net profit attributable to the parent company to increase by 1.71-2 times year-on-year.</p><p>In our articles at the beginning of the year, we mentioned investment opportunities in semiconductors several times. However, at that time, it was mainly based on the fact that the semiconductor inventory cycle bottomed out in the first half of this year and entered an upward channel in the second half of the year, which was based on the logic of cyclical reversal. The subsequent chatGPT craze accelerated the cyclical reversal of the semiconductor industry. More importantly, the popularity of chatGPT also marked the beginning of a new round of technological revolution led by AI. This technological revolution, which can rival mechanization, electrification and informatization, and is even larger in scale, has brought new growth space to the technology industry, including semiconductors, and a new blue ocean has slowly unfolded.</p><p>This is also why we keep repeating this year's investment theme: the digital economy is definitely the biggest one.</p><p>In the past, China has basically followed others in terms of technology, but this time, China is the most likely to become one of the leaders. This is because the digital economy has been established as a key industry for national development and support. More importantly, China's strength in the digital economy has greatly improved. Even though it still lags behind the United States in some key technology areas, its advantages compared with most countries in the world are still very obvious.</p><p>Although there are many companies in the A-share market that are riding the wave of concepts, overall, it is highly likely that China will produce corresponding true bull stocks due to this technological revolution, which undoubtedly provides a greater possibility for a bull market. At least from a financial perspective, this technological revolution, with its broad growth prospects and expected returns, can easily attract incremental funds into the stock market.</p><p>As investors, we need to pay more attention to this quarterly report, because it will not only confirm the degree of recovery of the domestic economy, but also become an important basis for predicting the future performance of the economy and listed companies, as well as evidence to verify the entry of incremental funds into the stock market. Although not everything has been released yet, and it is not advisable to draw conclusions too early, given that there is no longer any disruption from the epidemic this year, it is at least certain that overall it will only be better than the same period last year.</p><p>If the final result is indeed like this, it is only a matter of time before the Shanghai Composite Index breaks through the previous month's high.</p><p><strong>There is no doubt that the market will continue to bull.</strong></p><p>There's a famous saying in the investment world:<strong>The future is more important than the past</strong></p><p>This means that the most important factor in whether the stock market will rise or fall is expectations.</p><p>One thing that has struck me most about review over the past year is that it all happened in October last year, when US stocks fell to their lowest point for the year, and A-shares and Hong Kong stocks also bottomed out in that month.</p><p>If we look at it from a simple linear perspective, the US federal interest rate was not very high at that time, and the economy was still very strong, so why did it fall to a low level so early? With the domestic epidemic and economic pressures so great that there were even rumors of a confidence crisis in foreign capital, the rapid decline is understandable, but why did it rebound so strongly in just a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic: it reacts to the real economy in advance. This reaction usually takes six months, and the process is also affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Chinese and American stock markets in October last year was influenced by this pattern, and it is now being verified step by step. First, there is the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly six months from October last year. Secondly, in China, that rapid decline did indeed bottom out ahead of schedule. Of course, the easing of the pandemic in November was also the most important factor in the stock market rebound. If the lockdown had continued, the rebound would not have arrived so quickly.</p><p>Regardless of the circumstances, the possibility of the stock market, whether A-shares, Hong Kong stocks, or US stocks, returning to last year's bottom is slim. Not to mention the domestic economic recovery and loose liquidity, even if the US stock market enters a \"profit-killing\" phase, it is unlikely to happen unless the performance of listed companies collapses on a large scale. When bank stocks crashed in March, it triggered a wave of panic, but so far, the expected collapse has not occurred. Instead, the performance of large banks like JPMorgan Chase has increased significantly. In terms of indices, the Dow Jones Industrial Average, which was the hardest hit, fluctuated by around 10%, while the Nasdaq and S&P 500 were far below 10%, and all three major indices had fully recovered their March losses and risen significantly.</p><p>It can be said that the biggest macroeconomic risk right now is the US economic recession. If we reflect the future characteristics of the stock market in advance, we are trading now six months from now. In other words, the stock market is pricing in a recession six months from now. Of course, whether it will be fully priced depends on other economic and listed company data, as well as the release of subsequent policies. If these data decline beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can remain flat. However, if it improves beyond expectations, a rebound could occur at any time.</p><p>If we consider the two factors mentioned earlier—economic fundamentals and liquidity—the tightening of liquidity in US stocks is basically priced in by the market. The only downside is waiting for the economy to bottom out. The situation in China is better, because our economic fundamentals have bottomed out and are in a recovery phase.</p><p><strong>epilogue</strong></p><p>If last year was the moment of collapse for global capital markets, then this year's upward resonance in global capital markets is probably the most anticipated and highly probable event.</p><p>Currently, signs of a bull market may not be very obvious, because apart from the AI sector, other sectors are still relatively low-key and need some catalysts and time. But just as a wind rises from a drizzle and a wave forms from a gentle ripple, the stock market won't directly tell you that a bull market is coming. However, since expectations for the future are positive and valuations are low, keeping a low profile is actually a good thing, which is equivalent to giving investors an opportunity to get on board. If it's already skyrocketing, there's no chance.</p><p>Chinese people often say that adversity leads to turnaround, and the same applies to the stock market. If one sentence suffices to describe this year's stock market investment strategy, it is:</p><p><strong>Don't miss this bull market!</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":1932,"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":[],"title":"","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":1973,"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":[],"title":"","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=fundamental","pubTime":"2023-04-14 22:03","market":"us","language":"zh","title":"Bank of America: Favors AMD over Intel and gives 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 prefers the<a href=\"https://laohu8.com/S/AMD\">AMD</a>Because the latter may be subject to an acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from the 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 the troubles in the PC and data center segments, AMD could gain more than Intel later this year as AMD launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Considering AMD's large contact with cloud computing vendors, which are expected to increase their investment in CPU/accelerator under the AI boom, we think AMD is in a better position on the whole. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus estimate is that AMD will report revenue of $5.31 billion and earnings per share of $0.56 for the first quarter of this year. Meanwhile, the consensus expectation for Intel to post $11.22 billion in first-quarter sales but a loss of $0.14 per share.</p><p>Analysts added that although Intel's stock price has risen sharply in 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. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, lowering their sales and EPS 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: Favors AMD over Intel and gives 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: Favors AMD over Intel and gives 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 prefers the<a href=\"https://laohu8.com/S/AMD\">AMD</a>Because the latter may be subject to an acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from the 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 the troubles in the PC and data center segments, AMD could gain more than Intel later this year as AMD launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Considering AMD's large contact with cloud computing vendors, which are expected to increase their investment in CPU/accelerator under the AI boom, we think AMD is in a better position on the whole. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus estimate is that AMD will report revenue of $5.31 billion and earnings per share of $0.56 for the first quarter of this year. Meanwhile, the consensus expectation for Intel to post $11.22 billion in first-quarter sales but a loss of $0.14 per share.</p><p>Analysts added that although Intel's stock price has risen sharply in 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. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, lowering their sales and EPS 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","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"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":{"INTC":1,"GFS":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":1808,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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":1180,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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":1362,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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 generally rose, with Tesla up over 5% and Li Auto up 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, U.S. new energy vehicle stocks extended their gains.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 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 Automotive</a>It rose by 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 generally rose, with Tesla up over 5% and Li Auto up 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 generally rose, with Tesla up over 5% and Li Auto up 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, U.S. new energy vehicle stocks extended their gains.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 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 Automotive</a>It rose by 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":{"LI":"理想汽车","XPEV":"小鹏集团","NIO":"蔚来","TSLA":"特斯拉"},"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":{"TSLA":0.9,"XPEV":0.9,"LI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1084,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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":993,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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 significant 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 Russian sovereign debt have made global investors realize that even though Russia's Treasury Bond has fallen sharply following the escalation of the Ukrainian crisis, it may still fall further in the future.</p><p>Although the measures announced by US President Biden do not significantly restrict Russia's access to funds, his actions on Tuesday serve as a warning. Investors remain wary of potential further sanctions that could affect more Russian banks and even limit the ability of the Russian ruble to be converted into foreign currencies.</p><p>Under the sanctions, many U.S.-linked investors will be unable to purchase any newly issued Russian sovereign bonds after March 1 on the secondary market, having previously been restricted from purchasing them on the primary market. The primary market appears to be the primary 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. However, in the long run, this move, combined with other actions by European countries, could hinder Russia's economic growth.\" Russian asset prices suffered a sharp decline.</p><p>With the escalation of the Ukraine crisis, sanctions from Europe and the United States, and potential further measures, the pressure on Russian assets has increased, and Russian asset prices have plummeted.</p><p>Credit default swap data shows that the cost of debt insurance in Russia has soared to about 342 basis points, up from just over 100 basis points in mid-December last year. On Tuesday, popular ETFs investing in large-cap Russian stocks also saw a sell-off, with the $1.4 billion VanEck Russia ETF experiencing its biggest drop since the COVID-19 pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen by more than 5% so far this year, 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. government official told reporters that sanctions on Russian sovereign debt primarily target the primary market, which is key to the country's financing efforts. According to the official, very similar measures have been implemented in Europe. Japanese Prime Minister Fumio Kishida also said on Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>According to data from the U.S. Treasury Department, as of December last year, U.S. residents held approximately $14 billion in long-term Russian bonds, slightly more than Turkish bonds, but less than half of the Norwegian bonds held by the United States.</p><p>On Tuesday, Russian eurobonds due in 2028 fell 3.7 cents to 136 cents to the dollar, their lowest level since 2015, affected by U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The index showed that the premium yield on Russian sovereign debt relative to 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 has warned that sanctions on Russia's sovereign debt market could lead to the risk of global financial turmoil. Investors are now weighing the possibility of further sanctions and how these sanctions will manifest in the market.</p><p>The rally in Russian stocks on Wednesday also highlighted warnings from investors that sanctions are just bluffing. Guido Chamorro, head of Pictet Asset Management in London, believes that although sanctions mean Russia will be unable to borrow from abroad for some time, Russia can \"live\" without foreign funds.</p><p>In his view, Russia's double balance of payments surplus, low external debt level, and high foreign exchange reserves mean that it is relatively self-sufficient. He believes that:</p><p>\"If the sanctions stop here, then we probably won't see much additional sell order, as prices have already adjusted. However, if the situation escalates further, leading to more and harsher sanctions, then everything is over. From eurobonds to the ruble, harsher sanctions could cause a larger downward trend across all Russian assets.\" Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>“As long as existing Russian debt is excluded, the market will improve. Because we can choose to sell or increase our positions if necessary. These are not severe sanctions; they are clearly intentional,” wrote Cathy Hepworth, head of PGIM Fixed Income, which manages $72 billion in emerging market debt.</p><p>“While this makes it more difficult for Russia to issue foreign debt, they really don’t need it. If sanctions are increased in the future (for example, involving more Russian banks), it could make it harder for local banks to repay their debts,” said Jens Nystedt, senior asset manager at Emso Asset Management.</p><p>\"I think this is just the first round of sanctions, and the United States and Europe will hold back 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 significant 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 significant 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 Russian sovereign debt have made global investors realize that even though Russia's Treasury Bond has fallen sharply following the escalation of the Ukrainian crisis, it may still fall further in the future.</p><p>Although the measures announced by US President Biden do not significantly restrict Russia's access to funds, his actions on Tuesday serve as a warning. Investors remain wary of potential further sanctions that could affect more Russian banks and even limit the ability of the Russian ruble to be converted into foreign currencies.</p><p>Under the sanctions, many U.S.-linked investors will be unable to purchase any newly issued Russian sovereign bonds after March 1 on the secondary market, having previously been restricted from purchasing them on the primary market. The primary market appears to be the primary 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. However, in the long run, this move, combined with other actions by European countries, could hinder Russia's economic growth.\" Russian asset prices suffered a sharp decline.</p><p>With the escalation of the Ukraine crisis, sanctions from Europe and the United States, and potential further measures, the pressure on Russian assets has increased, and Russian asset prices have plummeted.</p><p>Credit default swap data shows that the cost of debt insurance in Russia has soared to about 342 basis points, up from just over 100 basis points in mid-December last year. On Tuesday, popular ETFs investing in large-cap Russian stocks also saw a sell-off, with the $1.4 billion VanEck Russia ETF experiencing its biggest drop since the COVID-19 pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen by more than 5% so far this year, 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. government official told reporters that sanctions on Russian sovereign debt primarily target the primary market, which is key to the country's financing efforts. According to the official, very similar measures have been implemented in Europe. Japanese Prime Minister Fumio Kishida also said on Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>According to data from the U.S. Treasury Department, as of December last year, U.S. residents held approximately $14 billion in long-term Russian bonds, slightly more than Turkish bonds, but less than half of the Norwegian bonds held by the United States.</p><p>On Tuesday, Russian eurobonds due in 2028 fell 3.7 cents to 136 cents to the dollar, their lowest level since 2015, affected by U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The index showed that the premium yield on Russian sovereign debt relative to 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 has warned that sanctions on Russia's sovereign debt market could lead to the risk of global financial turmoil. Investors are now weighing the possibility of further sanctions and how these sanctions will manifest in the market.</p><p>The rally in Russian stocks on Wednesday also highlighted warnings from investors that sanctions are just bluffing. Guido Chamorro, head of Pictet Asset Management in London, believes that although sanctions mean Russia will be unable to borrow from abroad for some time, Russia can \"live\" without foreign funds.</p><p>In his view, Russia's double balance of payments surplus, low external debt level, and high foreign exchange reserves mean that it is relatively self-sufficient. He believes that:</p><p>\"If the sanctions stop here, then we probably won't see much additional sell order, as prices have already adjusted. However, if the situation escalates further, leading to more and harsher sanctions, then everything is over. From eurobonds to the ruble, harsher sanctions could cause a larger downward trend across all Russian assets.\" Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>“As long as existing Russian debt is excluded, the market will improve. Because we can choose to sell or increase our positions if necessary. These are not severe sanctions; they are clearly intentional,” wrote Cathy Hepworth, head of PGIM Fixed Income, which manages $72 billion in emerging market debt.</p><p>“While this makes it more difficult for Russia to issue foreign debt, they really don’t need it. If sanctions are increased in the future (for example, involving more Russian banks), it could make it harder for local banks to repay their debts,” said Jens Nystedt, senior asset manager at Emso Asset Management.</p><p>\"I think this is just the first round of sanctions, and the United States and Europe will hold back 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":1831,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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":"us","language":"zh","title":"Chinese batteries have conquered the US and Japan, propelling lithium iron phosphate to the top of the electric vehicle market.","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, popular in China, are gradually expanding their market share in the US and Japanese automotive markets.</p><p>As the share of pure electric vehicles in the global automotive market gradually increases, lithium iron phosphate batteries are also gradually coming into people's view and becoming the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. Technological advancements have also improved battery capacity, thereby extending the original driving range. In recent years, they have become very popular among automakers.</p><p>Research by consulting firm Adamas Intelligence shows that last year, lithium iron phosphate battery technology accounted for about half of the electric vehicle battery capacity sold in China. In the United States, this figure was only 9%, and even zero the previous year. But this trend is about to change—all signs indicate that this battery technology, which is popular in China, is entering the electric vehicle market in the United States and Japan and seizing market share from traditional lithium batteries.</p><p><h2>The United States has launched a \"wave\" of lithium iron phosphate batteries.</h2>Recently, startup Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after its new $1.6 billion factory goes into operation 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, Adamas Intelligence founder Ryan Castilloux stated,<b>Lithium iron phosphate batteries have undoubtedly sparked a second wave in the battery industry, and this wave is beginning 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 that...<b>All major automakers will prefer to use this battery in entry-level electric vehicles; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that lithium iron phosphate batteries will reach 36% of the market share of pure electric vehicle batteries in 2025, 14 percentage points higher than in 2020.</p><p>U.S. battery startup Kore Power also predicts that demand for lithium iron phosphate batteries in the United States will continue to grow. The company's plant, scheduled to open in Arizona by the end of 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 car manufacturers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>They 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 Motor Company announced that the two companies will jointly build a new power battery plant in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to $3.5 billion in the new plant. CATL will provide technical and service support for its production and license its battery patented technology; Ford engineers will be responsible for the integration of battery cells with the entire vehicle, and some of the equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">general motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate batteries enter the Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture launched a plan to build Japan's largest battery factory, scheduled to be put into operation in 2024. The battery factory will have an annual production capacity of 5 gigawatt-hours (1 gigawatt is 1 billion watts), which can store the electricity consumption of 450,000 households for a day.</p><p>The project is led by PowerX, a renewable energy startup founded in 2021 (located in Minato-ku, Tokyo). As its driving force, PowerX has turned its attention to lithium iron phosphate batteries, rather than the current mainstream product of stationary batteries—ternary lithium batteries using cobalt or nickel. The company will use stationary lithium iron phosphate batteries mass-produced at its new factory and strive to build 7,000 pure electric vehicle charging stations in Japan by 2030.</p><p><h2>Chinese enterprises accelerate expansion</h2>Data shows that Chinese companies hold an overwhelming advantage in the automotive battery sector, which is the main battleground.</p><p>Data from South Korea's SNE survey shows that in terms of vehicle battery usage from January to November 2022,<b>CATL ranks first, and CATL ranks second.<a href=\"https://laohu8.com/S/002594\">BYD</a>The top two spots are both occupied by Chinese companies. Among the top ten companies in terms of global market share, six are Chinese, with a total market share exceeding 60%.</b></p><p>At the same time, China is also leading other countries in the world in terms of the speed of expansion of the electric vehicle market. Since 2010, China has issued subsidies to new energy vehicles such as pure electric vehicles and provided preferential treatment in areas such as the location of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation in lithium iron phosphate batteries, CATL of China, the world's largest automotive battery company, is also at the forefront.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that a single charge of the company's battery can enable a pure electric vehicle to travel more than 700 kilometers. CATL will launch its \"M3P\" battery, which is an improved version of lithium iron phosphate batteries, in 2023. Its driving range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion battery, and 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>Prior to this, lithium iron phosphate batteries were not very popular in the United States because they had worse battery life than batteries such as NMC, but they could be charged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said that range is considered too important for American drivers to sacrifice for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would have suggested that you 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...<b>The cost of nickel-rich batteries is much higher than that of lithium iron phosphate battery technology. As electric vehicle sales grow, the cost of rare metals such as nickel and cobalt is also rising.</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 surged. On the other hand, most of the world's cobalt is mined in the Democratic Republic of Congo, where working conditions are extremely harsh. Cobalt prices also rose sharply between 2020 and 2022 before falling back to levels about three years ago. As a typical \"cobalt-free battery,\" the advantages of lithium iron phosphate batteries are evident.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has become cheaper in the United States.</b>Furthermore, driven by federal government subsidies, the widespread adoption of public charging stations will accelerate, potentially reducing drivers' concerns about battery life. From a safety perspective, 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; invest with caution. This article does not constitute personal investment advice, nor does it take into account the specific investment goals, financial circumstances, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are appropriate to their specific circumstances. Investing accordingly is at your own risk.</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>Chinese batteries have conquered the US and Japan, propelling lithium iron phosphate to the top of the electric vehicle 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\">\nChinese batteries have conquered the US and Japan, propelling lithium iron phosphate to the top of the electric vehicle market.\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, popular in China, are gradually expanding their market share in the US and Japanese automotive markets.</p><p>As the share of pure electric vehicles in the global automotive market gradually increases, lithium iron phosphate batteries are also gradually coming into people's view and becoming the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. Technological advancements have also improved battery capacity, thereby extending the original driving range. In recent years, they have become very popular among automakers.</p><p>Research by consulting firm Adamas Intelligence shows that last year, lithium iron phosphate battery technology accounted for about half of the electric vehicle battery capacity sold in China. In the United States, this figure was only 9%, and even zero the previous year. But this trend is about to change—all signs indicate that this battery technology, which is popular in China, is entering the electric vehicle market in the United States and Japan and seizing market share from traditional lithium batteries.</p><p><h2>The United States has launched a \"wave\" of lithium iron phosphate batteries.</h2>Recently, startup Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after its new $1.6 billion factory goes into operation 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, Adamas Intelligence founder Ryan Castilloux stated,<b>Lithium iron phosphate batteries have undoubtedly sparked a second wave in the battery industry, and this wave is beginning 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 that...<b>All major automakers will prefer to use this battery in entry-level electric vehicles; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that lithium iron phosphate batteries will reach 36% of the market share of pure electric vehicle batteries in 2025, 14 percentage points higher than in 2020.</p><p>U.S. battery startup Kore Power also predicts that demand for lithium iron phosphate batteries in the United States will continue to grow. The company's plant, scheduled to open in Arizona by the end of 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 car manufacturers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>They 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 Motor Company announced that the two companies will jointly build a new power battery plant in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to $3.5 billion in the new plant. CATL will provide technical and service support for its production and license its battery patented technology; Ford engineers will be responsible for the integration of battery cells with the entire vehicle, and some of the equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">general motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate batteries enter the Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture launched a plan to build Japan's largest battery factory, scheduled to be put into operation in 2024. The battery factory will have an annual production capacity of 5 gigawatt-hours (1 gigawatt is 1 billion watts), which can store the electricity consumption of 450,000 households for a day.</p><p>The project is led by PowerX, a renewable energy startup founded in 2021 (located in Minato-ku, Tokyo). As its driving force, PowerX has turned its attention to lithium iron phosphate batteries, rather than the current mainstream product of stationary batteries—ternary lithium batteries using cobalt or nickel. The company will use stationary lithium iron phosphate batteries mass-produced at its new factory and strive to build 7,000 pure electric vehicle charging stations in Japan by 2030.</p><p><h2>Chinese enterprises accelerate expansion</h2>Data shows that Chinese companies hold an overwhelming advantage in the automotive battery sector, which is the main battleground.</p><p>Data from South Korea's SNE survey shows that in terms of vehicle battery usage from January to November 2022,<b>CATL ranks first, and CATL ranks second.<a href=\"https://laohu8.com/S/002594\">BYD</a>The top two spots are both occupied by Chinese companies. Among the top ten companies in terms of global market share, six are Chinese, with a total market share exceeding 60%.</b></p><p>At the same time, China is also leading other countries in the world in terms of the speed of expansion of the electric vehicle market. Since 2010, China has issued subsidies to new energy vehicles such as pure electric vehicles and provided preferential treatment in areas such as the location of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation in lithium iron phosphate batteries, CATL of China, the world's largest automotive battery company, is also at the forefront.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that a single charge of the company's battery can enable a pure electric vehicle to travel more than 700 kilometers. CATL will launch its \"M3P\" battery, which is an improved version of lithium iron phosphate batteries, in 2023. Its driving range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion battery, and 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>Prior to this, lithium iron phosphate batteries were not very popular in the United States because they had worse battery life than batteries such as NMC, but they could be charged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said that range is considered too important for American drivers to sacrifice for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would have suggested that you 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...<b>The cost of nickel-rich batteries is much higher than that of lithium iron phosphate battery technology. As electric vehicle sales grow, the cost of rare metals such as nickel and cobalt is also rising.</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 surged. On the other hand, most of the world's cobalt is mined in the Democratic Republic of Congo, where working conditions are extremely harsh. Cobalt prices also rose sharply between 2020 and 2022 before falling back to levels about three years ago. As a typical \"cobalt-free battery,\" the advantages of lithium iron phosphate batteries are evident.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has become cheaper in the United States.</b>Furthermore, driven by federal government subsidies, the widespread adoption of public charging stations will accelerate, potentially reducing drivers' concerns about battery life. From a safety perspective, 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; invest with caution. This article does not constitute personal investment advice, nor does it take into account the specific investment goals, financial circumstances, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are appropriate to their specific circumstances. Investing accordingly is at your own risk.</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":1043,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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":993,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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 mentioned, is undoubtedly the main focus of the US 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 artificial intelligence technology company, has recently swept the global internet. Smartphone chip giant<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>In a recent interview, the CEO stated that the explosive popularity of ChatGPT will be a significant opportunity for technology companies to showcase artificial intelligence capabilities on smartphones. “This is an important milestone we have been waiting for, making Qualcomm a company that focuses on artificial intelligence technology,” Qualcomm CEO Cristiano Amon said in an interview at the Mobile World Congress in Barcelona.</p><p>Artificial intelligence (AI) chat developed by OpenAI, a cutting-edge company in AI technology.<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has recently swept the global internet, sparking heated discussions about the future potential of AI technology, from creating Shakespearean-style poems to building personal stock portfolios. There is even a ChatGPT-led exchange-traded fund (ETF) being planned to be launched around this concept.</p><p>It is understood that Qualcomm recently released a preview text video for generating AI images on Android phones and demonstrated it at a conference. “You want to generate any image you want to share with someone, especially if you want to do it in real time.” “To achieve this, you can’t run everything in a data center; you have to bring artificial intelligence to the device,” Amon said.</p><p>Qualcomm CEO Amon stated that the company has a strong technological foundation in the field of AI, and large language models will be generated entirely in smartphones, meaning they will be able to work without a wired internet connection. He claimed, \"Creating such powerful processing power in a smartphone and running it without affecting battery life is something only tech companies like Qualcomm can do.\"</p><p>Analysts at Wall Street investment firm Bernstein said in a report this week that the powerful capabilities of artificial intelligence queries could generate billions of dollars in market size for chipmakers annually. Analysts at Bank of America recently released a research report stating that with the development of generative AI, it is expected to bring approximately $20 billion in annual output value to the entire AI chip market by 2027.</p><p><b>The \"absolute center stage\" of the 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 also major companies across various industries have been discussing artificial intelligence technology. Regarding the current US earnings season: the number of times AI and related terms are mentioned in conference calls with investors has increased by about 77% compared to a year ago.</p><p>This is not enough. Investors eager for artificial intelligence drive AI chip leaders<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(NVDA.US) has jumped to become the best-performing stock among large-cap stocks this year. The company manufactures the underlying technology required for complex artificial intelligence computing tasks—GPU chips. Some relatively unknown companies with AI in their names have also quickly emerged, such as BigBear. AI Holdings (BBAI.US) has risen more than 280% this year, while C3.ai (AI.US) and BuzzFeed (BZFD.US) have both more than doubled in value. Guardforce AI (gfai.us) shares rose approximately 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 technological buzzword.</b></p><p>Many companies are currently using the term AI. Some are just using it for hype, while others are talking ambitiously about how they view artificial intelligence and how they can use AI technology to change their businesses. Other companies have been actively investing in, developing, and using AI technology, focusing on real and practical applications. Some tech companies believe that AI can change everything we do in the world today, ranging from how companies manage parts inventory to how they hire 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 companies are talking about artificial intelligence – and the technology and communications industries, in particular, are driving business discussions around it.</p><p>\"While it's impossible to quantify the impact of AI, it's equally possible that a wave of enthusiasm will drive stocks with AI expertise or exposure to AI, however weak, and their subsequent valuations may rise higher and higher,\" said Russ Mould, investment director at AJ Bell. \"All investors can do is adhere to investment discipline, focus on companies that are competitively positioned, well-managed, and valued, while ensuring they truly understand the company's business before putting any capital at risk.\"</p><p><b>ChatGPT is a global sensation, and the AI wave is sweeping across all industries.</b></p><p>The AI chatbot ChatGPT has recently swept the global internet, with various industries racing to deploy AI technology. As Nvidia CEO Jensen Huang stated, \"The versatility and high efficiency of generative AI have sparked an urgent need for companies across various industries to develop and deploy AI strategies.\" The following is an introduction to how companies and industries are using AI—primarily based on the fourth-quarter US earnings call and comments from CEOs and other senior executives, as well as some important announcements released by the company in recent weeks:</p><p><b>Advertising Industry</b></p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>Chief Commercial Officer Philipp Schindler said on the company's fourth-quarter earnings call on February 2 that Google, a subsidiary of Alphabet Inc. (GOOGL.US), is using large language models to enhance its search engine, particularly by helping to predict user query intent and increasing consumer interaction with ads. “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>During META.US's earnings call, CEO Mark Zuckerberg said that artificial intelligence is \"the foundation of our discovery engine and advertising business.\" He stated that the company is increasing its investment 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 advertisers' expected ad results, increasing by approximately 20% in the previous quarter compared to the previous year. In addition, Meta is also using AI in its content algorithms.</p><p><b>Search Engine</b></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) CEO Satya Nadella said that the search field is undergoing \"earth-shattering changes\". He stated that the company's AI model, Prometheus, will enable it to achieve the biggest leap ever in the relevance of its results. Its new Bing search engine adds a chat feature that can help users compose emails and other content.</p><p>Google said it will integrate the underlying technology of its newly developed ChatGPT competitor, the Bard chatbot, into its own engine. Google CEO Pichai stated that this will ultimately result in \"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>Video Communications (ZM.US) CEO Eric Yuan pledged to “integrate more artificial intelligence technology into our products” and touted new features in the company’s products, such as translation, Video subtitles, and sales analytics.</p><p><b>MEDICAL DEVICES, RESEARCH</b></p><p>GE HealthCare Technologies (GE.US) emphasized in its conference call that it has hired...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Former Vice President of Machine Learning and Chief Medical Officer Taha Kass-Hout.<a href=\"https://laohu8.com/S/GE\">General electric</a>The medical technology company spun off by the company hopes that Kass-Hout will lead it to drive performance growth by improving machine learning capabilities, while increasing investment in digital services and software.</p><p>One AI application that the company specifically mentioned in its conference call with investors is an algorithm it provides for radiologists to help generate clearer images faster. CEO Peter Arduini said the product has reduced scanning time for approximately 5.5 million patients worldwide. The other is a cardiac ultrasound product, which uses artificial intelligence to help assess the patient's myocardial function.</p><p><a href=\"https://laohu8.com/S/MDT\">Medtronic</a>(MDT.US) has found its AI-assisted spine surgery program to make workflows “faster and more efficient,” CEO Geoffrey Martha said. The company uses artificial intelligence to help doctors detect polyps in colonoscopies, which will enable its gastrointestinal business to achieve growth at a \"high single digit\" level.</p><p><a href=\"https://laohu8.com/S/CRL\">Charles River</a>James Foster, CEO of the lab (CRL.US), said the company believes that artificial intelligence can help drug discovery and may indicate whether a new drug is as effective as an old one.</p><p>Medical testing center operator Quest Diagnostics (DGX.US) said it has begun 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 when discussing how it is trying to cope with \"severe inflation and wage pressures.\"</p><p><b>network security</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 approximately $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) says it has provided employees with phones, compressed dozens of systems into a streamlined workflow, and improved customer service. These devices now include the “Sidekick” app, an app that uses machine learning to help employees prioritize tasks and know when inventory is running low on shelves.</p><p>Tapestry (TPR.US), which owns luxury brands such as Coach and Kate Spade, is highlighting new features that use AI to predict customer demand and manage inventory. This 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>The company (CAT.US), one of the world’s largest manufacturers of construction and mining equipment, is “investing heavily in artificial intelligence,” said CEO Jim Umpleby. For years, the company has been digitizing all its equipment, from bulldozers to excavators, in order to receive early alerts to problems and prevent them from malfunctioning. Its system uses AI technology to better predict when machines may break down and, in some cases, may automatically alert dealers to provide new parts.</p><p>Plans to expand its proficiency in the field will be boosted by the acquisition of South Korea's Hyperconnect, which brings a team with expertise in the field.</p><p><b>Recruitment and Talent Acquisition</b></p><p>Robert Half International Inc., a globally renowned human resources consulting firm, has more than 30 million candidates in its database. Its Chief Financial Officer, Michael Buckley, said that spending on AI will maintain steady growth this year compared to 2022, emphasizing that AI has changed a significant way companies identify and select candidates. The company is researching how artificial intelligence can identify potential customers for its sales service professionals.</p><p><b>Customer Service</b></p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>(WFC.US) CEO Charlie Scharf recently announced that he will begin launching an AI-based virtual assistant called \"Fargo\" to customers to personalize and simplify people's banking experience.</p><p>VeriSign Inc (VRSN.US), which provides domain registration services, said ChatGPT may enhance its NameStudio tool, which will suggest 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 mentioned, is undoubtedly the main focus of the US 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 mentioned, is undoubtedly the main focus of the US 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 artificial intelligence technology company, has recently swept the global internet. Smartphone chip giant<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>In a recent interview, the CEO stated that the explosive popularity of ChatGPT will be a significant opportunity for technology companies to showcase artificial intelligence capabilities on smartphones. “This is an important milestone we have been waiting for, making Qualcomm a company that focuses on artificial intelligence technology,” Qualcomm CEO Cristiano Amon said in an interview at the Mobile World Congress in Barcelona.</p><p>Artificial intelligence (AI) chat developed by OpenAI, a cutting-edge company in AI technology.<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has recently swept the global internet, sparking heated discussions about the future potential of AI technology, from creating Shakespearean-style poems to building personal stock portfolios. There is even a ChatGPT-led exchange-traded fund (ETF) being planned to be launched around this concept.</p><p>It is understood that Qualcomm recently released a preview text video for generating AI images on Android phones and demonstrated it at a conference. “You want to generate any image you want to share with someone, especially if you want to do it in real time.” “To achieve this, you can’t run everything in a data center; you have to bring artificial intelligence to the device,” Amon said.</p><p>Qualcomm CEO Amon stated that the company has a strong technological foundation in the field of AI, and large language models will be generated entirely in smartphones, meaning they will be able to work without a wired internet connection. He claimed, \"Creating such powerful processing power in a smartphone and running it without affecting battery life is something only tech companies like Qualcomm can do.\"</p><p>Analysts at Wall Street investment firm Bernstein said in a report this week that the powerful capabilities of artificial intelligence queries could generate billions of dollars in market size for chipmakers annually. Analysts at Bank of America recently released a research report stating that with the development of generative AI, it is expected to bring approximately $20 billion in annual output value to the entire AI chip market by 2027.</p><p><b>The \"absolute center stage\" of the 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 also major companies across various industries have been discussing artificial intelligence technology. Regarding the current US earnings season: the number of times AI and related terms are mentioned in conference calls with investors has increased by about 77% compared to a year ago.</p><p>This is not enough. Investors eager for artificial intelligence drive AI chip leaders<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(NVDA.US) has jumped to become the best-performing stock among large-cap stocks this year. The company manufactures the underlying technology required for complex artificial intelligence computing tasks—GPU chips. Some relatively unknown companies with AI in their names have also quickly emerged, such as BigBear. AI Holdings (BBAI.US) has risen more than 280% this year, while C3.ai (AI.US) and BuzzFeed (BZFD.US) have both more than doubled in value. Guardforce AI (gfai.us) shares rose approximately 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 technological buzzword.</b></p><p>Many companies are currently using the term AI. Some are just using it for hype, while others are talking ambitiously about how they view artificial intelligence and how they can use AI technology to change their businesses. Other companies have been actively investing in, developing, and using AI technology, focusing on real and practical applications. Some tech companies believe that AI can change everything we do in the world today, ranging from how companies manage parts inventory to how they hire 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 companies are talking about artificial intelligence – and the technology and communications industries, in particular, are driving business discussions around it.</p><p>\"While it's impossible to quantify the impact of AI, it's equally possible that a wave of enthusiasm will drive stocks with AI expertise or exposure to AI, however weak, and their subsequent valuations may rise higher and higher,\" said Russ Mould, investment director at AJ Bell. \"All investors can do is adhere to investment discipline, focus on companies that are competitively positioned, well-managed, and valued, while ensuring they truly understand the company's business before putting any capital at risk.\"</p><p><b>ChatGPT is a global sensation, and the AI wave is sweeping across all industries.</b></p><p>The AI chatbot ChatGPT has recently swept the global internet, with various industries racing to deploy AI technology. As Nvidia CEO Jensen Huang stated, \"The versatility and high efficiency of generative AI have sparked an urgent need for companies across various industries to develop and deploy AI strategies.\" The following is an introduction to how companies and industries are using AI—primarily based on the fourth-quarter US earnings call and comments from CEOs and other senior executives, as well as some important announcements released by the company in recent weeks:</p><p><b>Advertising Industry</b></p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>Chief Commercial Officer Philipp Schindler said on the company's fourth-quarter earnings call on February 2 that Google, a subsidiary of Alphabet Inc. (GOOGL.US), is using large language models to enhance its search engine, particularly by helping to predict user query intent and increasing consumer interaction with ads. “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>During META.US's earnings call, CEO Mark Zuckerberg said that artificial intelligence is \"the foundation of our discovery engine and advertising business.\" He stated that the company is increasing its investment 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 advertisers' expected ad results, increasing by approximately 20% in the previous quarter compared to the previous year. In addition, Meta is also using AI in its content algorithms.</p><p><b>Search Engine</b></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) CEO Satya Nadella said that the search field is undergoing \"earth-shattering changes\". He stated that the company's AI model, Prometheus, will enable it to achieve the biggest leap ever in the relevance of its results. Its new Bing search engine adds a chat feature that can help users compose emails and other content.</p><p>Google said it will integrate the underlying technology of its newly developed ChatGPT competitor, the Bard chatbot, into its own engine. Google CEO Pichai stated that this will ultimately result in \"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>Video Communications (ZM.US) CEO Eric Yuan pledged to “integrate more artificial intelligence technology into our products” and touted new features in the company’s products, such as translation, Video subtitles, and sales analytics.</p><p><b>MEDICAL DEVICES, RESEARCH</b></p><p>GE HealthCare Technologies (GE.US) emphasized in its conference call that it has hired...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Former Vice President of Machine Learning and Chief Medical Officer Taha Kass-Hout.<a href=\"https://laohu8.com/S/GE\">General electric</a>The medical technology company spun off by the company hopes that Kass-Hout will lead it to drive performance growth by improving machine learning capabilities, while increasing investment in digital services and software.</p><p>One AI application that the company specifically mentioned in its conference call with investors is an algorithm it provides for radiologists to help generate clearer images faster. CEO Peter Arduini said the product has reduced scanning time for approximately 5.5 million patients worldwide. The other is a cardiac ultrasound product, which uses artificial intelligence to help assess the patient's myocardial function.</p><p><a href=\"https://laohu8.com/S/MDT\">Medtronic</a>(MDT.US) has found its AI-assisted spine surgery program to make workflows “faster and more efficient,” CEO Geoffrey Martha said. The company uses artificial intelligence to help doctors detect polyps in colonoscopies, which will enable its gastrointestinal business to achieve growth at a \"high single digit\" level.</p><p><a href=\"https://laohu8.com/S/CRL\">Charles River</a>James Foster, CEO of the lab (CRL.US), said the company believes that artificial intelligence can help drug discovery and may indicate whether a new drug is as effective as an old one.</p><p>Medical testing center operator Quest Diagnostics (DGX.US) said it has begun 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 when discussing how it is trying to cope with \"severe inflation and wage pressures.\"</p><p><b>network security</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 approximately $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) says it has provided employees with phones, compressed dozens of systems into a streamlined workflow, and improved customer service. These devices now include the “Sidekick” app, an app that uses machine learning to help employees prioritize tasks and know when inventory is running low on shelves.</p><p>Tapestry (TPR.US), which owns luxury brands such as Coach and Kate Spade, is highlighting new features that use AI to predict customer demand and manage inventory. This 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>The company (CAT.US), one of the world’s largest manufacturers of construction and mining equipment, is “investing heavily in artificial intelligence,” said CEO Jim Umpleby. For years, the company has been digitizing all its equipment, from bulldozers to excavators, in order to receive early alerts to problems and prevent them from malfunctioning. Its system uses AI technology to better predict when machines may break down and, in some cases, may automatically alert dealers to provide new parts.</p><p>Plans to expand its proficiency in the field will be boosted by the acquisition of South Korea's Hyperconnect, which brings a team with expertise in the field.</p><p><b>Recruitment and Talent Acquisition</b></p><p>Robert Half International Inc., a globally renowned human resources consulting firm, has more than 30 million candidates in its database. Its Chief Financial Officer, Michael Buckley, said that spending on AI will maintain steady growth this year compared to 2022, emphasizing that AI has changed a significant way companies identify and select candidates. The company is researching how artificial intelligence can identify potential customers for its sales service professionals.</p><p><b>Customer Service</b></p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>(WFC.US) CEO Charlie Scharf recently announced that he will begin launching an AI-based virtual assistant called \"Fargo\" to customers to personalize and simplify people's banking experience.</p><p>VeriSign Inc (VRSN.US), which provides domain registration services, said ChatGPT may enhance its NameStudio tool, which will suggest 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":1241,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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":729,"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,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"title":"","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 plunges 14% as regulators crack down on Bitcoin pledging, marking its biggest drop in six months.","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 have cracked down heavily.</p><p>The rebound in Bitcoin at the beginning of the year has given a strong boost to the anxious cryptocurrency world. But now, with US regulators cracking down hard, the future of crypto assets has become unclear again.</p><p>On February 10, Eastern Time, the stock price of Coinbase, the world's second-largest cryptocurrency exchange, fell by more than 14%, marking its biggest drop in more than six months, spurred by the suspension of its rival Kraken's on-chain Staking service 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 U.S. Securities and Exchange Commission (SEC) of violating regulations by providing on-chain staking services. The SEC believes that Kraken's provision of on-chain staking products constitutes an illegal sale of securities.</p><p>According to media reports, Kraken has reached a settlement with the SEC in this case, agreeing to cease providing on-chain pledging services and will pay $30 million in recovery, prejudgment interest, and civil penalties.</p><p>Following the news, Bitcoin fell 4.6%, falling back below $22,000 per coin.</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 used in the cryptocurrency world. Unlike Bitcoin mining, the former uses a proof-of-work (POW) mechanism, requiring nodes to continuously perform hash calculations to verify the validity of transactions. Pledging 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 earn returns. Revenue includes block rewards generated by smart contracts, typically some kind of digital currency. Similar to depositing money in a bank and then collecting interest. In addition, if a smart contract with lending functionality is used, the investor, as the lender, receives interest income when others need to borrow a certain digital currency.</p><p>Kraken's staking service itself offers an annual interest rate of up to 20% and promises to send staking rewards to customers twice a week.</p><p>Pledging has always been a thorn in the side of the SEC. SEC Chairman Gary Gensler believes that pledging and lending are just different terms; they are essentially the same thing.</p><p>According to media reports, Coinbase CEO Brian Armstrong learned of the settlement agreement between Kraken and the SEC on Wednesday evening. He accused the SEC of wanting to completely deprive retail investors of the opportunity to participate 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>The exchange's chief legal officer, Paul Grewal, told the media:</p><p>\"It's clear from today's announcement that Kraken is actually offering an income product. Coinbase's staking service is fundamentally different; it's not a security.\" With the plunge in crypto asset prices leading to reduced trading volume, on-chain staking has become a significant source of revenue for exchanges like Kraken and Coinbase.</p><p>In the third quarter of 2022, Coinbase's revenue, primarily from pledging, accounted for 11% of the company's net revenue, up from 8.5% in the second quarter. Coinbase is the second largest depositor in Ethereum. Cryptocurrency speculators have pledged billions of dollars worth of Ethereum to generate returns through exchanges and decentralized trading platforms such as Lido and Rocket Pool.</p><p>Now, with the SEC's crackdown, the once rapidly growing pledge service has a bleak future ahead. Marc Arjoon, research assistant at cryptocurrency investment firm CoinShares, said:</p><p>“Kraken’s case serves as a warning sign for other exchanges that offer 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 plunges 14% as regulators crack down on Bitcoin pledging, marking its biggest drop in six months.</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 plunges 14% as regulators crack down on Bitcoin pledging, marking its biggest drop in six months.\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 have cracked down heavily.</p><p>The rebound in Bitcoin at the beginning of the year has given a strong boost to the anxious cryptocurrency world. But now, with US regulators cracking down hard, the future of crypto assets has become unclear again.</p><p>On February 10, Eastern Time, the stock price of Coinbase, the world's second-largest cryptocurrency exchange, fell by more than 14%, marking its biggest drop in more than six months, spurred by the suspension of its rival Kraken's on-chain Staking service 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 U.S. Securities and Exchange Commission (SEC) of violating regulations by providing on-chain staking services. The SEC believes that Kraken's provision of on-chain staking products constitutes an illegal sale of securities.</p><p>According to media reports, Kraken has reached a settlement with the SEC in this case, agreeing to cease providing on-chain pledging services and will pay $30 million in recovery, prejudgment interest, and civil penalties.</p><p>Following the news, Bitcoin fell 4.6%, falling back below $22,000 per coin.</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 used in the cryptocurrency world. Unlike Bitcoin mining, the former uses a proof-of-work (POW) mechanism, requiring nodes to continuously perform hash calculations to verify the validity of transactions. Pledging 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 earn returns. Revenue includes block rewards generated by smart contracts, typically some kind of digital currency. Similar to depositing money in a bank and then collecting interest. In addition, if a smart contract with lending functionality is used, the investor, as the lender, receives interest income when others need to borrow a certain digital currency.</p><p>Kraken's staking service itself offers an annual interest rate of up to 20% and promises to send staking rewards to customers twice a week.</p><p>Pledging has always been a thorn in the side of the SEC. SEC Chairman Gary Gensler believes that pledging and lending are just different terms; they are essentially the same thing.</p><p>According to media reports, Coinbase CEO Brian Armstrong learned of the settlement agreement between Kraken and the SEC on Wednesday evening. He accused the SEC of wanting to completely deprive retail investors of the opportunity to participate 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>The exchange's chief legal officer, Paul Grewal, told the media:</p><p>\"It's clear from today's announcement that Kraken is actually offering an income product. Coinbase's staking service is fundamentally different; it's not a security.\" With the plunge in crypto asset prices leading to reduced trading volume, on-chain staking has become a significant source of revenue for exchanges like Kraken and Coinbase.</p><p>In the third quarter of 2022, Coinbase's revenue, primarily from pledging, accounted for 11% of the company's net revenue, up from 8.5% in the second quarter. Coinbase is the second largest depositor in Ethereum. Cryptocurrency speculators have pledged billions of dollars worth of Ethereum to generate returns through exchanges and decentralized trading platforms such as Lido and Rocket Pool.</p><p>Now, with the SEC's crackdown, the once rapidly growing pledge service has a bleak future ahead. Marc Arjoon, research assistant at cryptocurrency investment firm CoinShares, said:</p><p>“Kraken’s case serves as a warning sign for other exchanges that offer 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":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}