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[难过]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942143654","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957875006,"gmtCreate":1677195037606,"gmtModify":1677195040197,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957875006","repostId":"2313000844","repostType":4,"repost":{"id":"2313000844","kind":"highlight","pubTimestamp":1677162012,"share":"https://ttm.financial/m/news/2313000844?lang=en_US&edition=fundamental","pubTime":"2023-02-23 22:20","market":"hk","language":"zh","title":"The \"miracle weight loss drug\" is so popular that American diabetics are starting to lack it.","url":"https://stock-news.laohu8.com/highlight/detail?id=2313000844","media":"华尔街见闻","summary":"减肥神药风靡，糖尿病患者却用不上药了。Ozempic 是一种治疗糖尿病的注射药物，其主要成分Semaglutide（中文为司美格鲁肽）也被研究证明可以减肥，包括对非糖尿病患者，因此被一些热衷减肥的人士","content":"<p><html><head></head><body>Weight loss drugs are all the rage, but diabetic patients no longer have access to them.</p><p>Ozempic is an injectable drug for the treatment of diabetes. Its main ingredient, Semaglutide, has also been proven to help with weight loss, including for non-diabetic patients. Therefore, it is regarded as a \"weight loss miracle drug\" by some people who are keen on losing weight. Now this is causing some diabetics who really need it to be unable to buy the medicine.</p><p>Recently, diabetic patients in the United States have said that it takes them several hours to find a pharmacy nearby that has this prescription drug; Some patients even have to reduce the dose of Ozempic and similar drugs, or switch to other alternative drugs. Doctors say drug shortages make it harder for people with diabetes to maintain low blood sugar levels and increase their risk of complications such as kidney disease and blood vessel damage.</p><p>Ozempic was approved by the U.S. Food and Drug Administration (FDA) in 2017 for the treatment of type 2 diabetes. Based on these studies, the FDA approved in 2021<a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>The company (Novo Nordisk A/S) markets the drug as Ozempic's sister product, Wegovy, for people who are obese or overweight and trying to lose weight. Wegovy's main ingredient is also semaglutide, but at a different dosage, specializing in weight loss indications.</p><p>After being approved for weight loss indications in mid-2021, smegglutide shone brightly in the market, and Novo Nordisk also made a fortune from smegglutide. According to Novo Nordisk’s 2022 financial report, the company’s various versions of semaglutide sold a total of approximately US$12.4 billion, a year-on-year increase of 77%, of which the Wegovy version sold US$877 million.</p><p>Wall Street Insights previously analyzed that the explosive popularity of smegglutide has made GLP-1 (glucagon-like peptide-1) representative drugs the next gold mine for Chinese domestic pharmaceutical companies to \"enter\".</p><p>Currently, the FDA is reviewing Eli Lilly & Co. Similar uses to the diabetes drug Mounjaro.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analysts say that since its launch in May 2022, Mounjaro's weekly prescription volume had rapidly risen to 148,000 by the end of January. Both Mounjaro and Trulicity, an earlier diabetes drug from Eli Lilly, have experienced shortages.</p><p><b>Data from JPMorgan Chase shows that in the last full week of January, U.S. doctors wrote more than 313,000 Ozempic-related prescriptions, a 78% increase from approximately 176,000 in the same period last year.</b></p><p>Because of the semaglutide shortage, Carol Wysham, director of endocrinology at MultiCare Health System in Spokane, Washington, told the media that she is now having to get some diabetics to abandon the drug and switch to some older medications, \"which is causing quite a bit of confusion.\"</p><p>Novo Nordisk has been working hard to expand its production capacity. However, the company's CEO Lars Fruergaard Jorgensen said that patients may still encounter cyclical shortages of the drug because production is not yet complete and demand may still be high.</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>The \"miracle weight loss drug\" is so popular that American diabetics are starting to lack it.</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 \"miracle weight loss drug\" is so popular that American diabetics are starting to lack it.\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\">2023-02-23 22:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Weight loss drugs are all the rage, but diabetic patients no longer have access to them.</p><p>Ozempic is an injectable drug for the treatment of diabetes. Its main ingredient, Semaglutide, has also been proven to help with weight loss, including for non-diabetic patients. Therefore, it is regarded as a \"weight loss miracle drug\" by some people who are keen on losing weight. Now this is causing some diabetics who really need it to be unable to buy the medicine.</p><p>Recently, diabetic patients in the United States have said that it takes them several hours to find a pharmacy nearby that has this prescription drug; Some patients even have to reduce the dose of Ozempic and similar drugs, or switch to other alternative drugs. Doctors say drug shortages make it harder for people with diabetes to maintain low blood sugar levels and increase their risk of complications such as kidney disease and blood vessel damage.</p><p>Ozempic was approved by the U.S. Food and Drug Administration (FDA) in 2017 for the treatment of type 2 diabetes. Based on these studies, the FDA approved in 2021<a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>The company (Novo Nordisk A/S) markets the drug as Ozempic's sister product, Wegovy, for people who are obese or overweight and trying to lose weight. Wegovy's main ingredient is also semaglutide, but at a different dosage, specializing in weight loss indications.</p><p>After being approved for weight loss indications in mid-2021, smegglutide shone brightly in the market, and Novo Nordisk also made a fortune from smegglutide. According to Novo Nordisk’s 2022 financial report, the company’s various versions of semaglutide sold a total of approximately US$12.4 billion, a year-on-year increase of 77%, of which the Wegovy version sold US$877 million.</p><p>Wall Street Insights previously analyzed that the explosive popularity of smegglutide has made GLP-1 (glucagon-like peptide-1) representative drugs the next gold mine for Chinese domestic pharmaceutical companies to \"enter\".</p><p>Currently, the FDA is reviewing Eli Lilly & Co. Similar uses to the diabetes drug Mounjaro.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analysts say that since its launch in May 2022, Mounjaro's weekly prescription volume had rapidly risen to 148,000 by the end of January. Both Mounjaro and Trulicity, an earlier diabetes drug from Eli Lilly, have experienced shortages.</p><p><b>Data from JPMorgan Chase shows that in the last full week of January, U.S. doctors wrote more than 313,000 Ozempic-related prescriptions, a 78% increase from approximately 176,000 in the same period last year.</b></p><p>Because of the semaglutide shortage, Carol Wysham, director of endocrinology at MultiCare Health System in Spokane, Washington, told the media that she is now having to get some diabetics to abandon the drug and switch to some older medications, \"which is causing quite a bit of confusion.\"</p><p>Novo Nordisk has been working hard to expand its production capacity. However, the company's CEO Lars Fruergaard Jorgensen said that patients may still encounter cyclical shortages of the drug because production is not yet complete and demand may still be high.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3682575\">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/94a447578ff717d38f47ea89503eff44","relate_stocks":{"NVO":"诺和诺德"},"source_url":"https://wallstreetcn.com/articles/3682575","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313000844","content_text":"减肥神药风靡，糖尿病患者却用不上药了。Ozempic 是一种治疗糖尿病的注射药物，其主要成分Semaglutide（中文为司美格鲁肽）也被研究证明可以减肥，包括对非糖尿病患者，因此被一些热衷减肥的人士奉为“减肥神药”。现在这却导致一些真正需要它的糖尿病患者买不到药。近日，美国糖尿病患者们纷纷表示，他们需要花上几个小时才能找到附近有这种处方药的药店；一些患者甚至不得不减少 Ozempic 和类似药物的剂量，或者改用其他替代药物。医生们称，药物短缺使糖尿病患者更难保持低血糖水平，并增加了他们患上肾脏疾病和血管损伤等并发症的风险。Ozempic 于2017年被美国食品和药物管理局（FDA）批准用于治疗2型糖尿病。基于这些研究，FDA于2021年批准了诺和诺德公司（Novo Nordisk A/S）以 Ozempic 的姐妹产品 Wegovy 销售这种药物，适用于肥胖或超重以及试图减肥的人。Wegovy 的主要成分也是司美格鲁肽，但剂量不同，专攻减肥适应症。在2021年中获批减肥适应症后，司美格鲁肽就在市场大放异彩，诺和诺德也靠着司美格鲁肽赚的盆满钵满。根据诺和诺德2022年财报，公司的司美格鲁肽各个版本共计销售约124亿美金，同比增长高达77%，其中 Wegovy 版本 8.77亿美元。华尔街见闻此前分析称，司美格鲁肽的爆火，也让GLP-1(胰高血糖素样肽-1)类代表药物这个靶点，成为中国国内医药企业争相去“卷”的下一个淘金市场。目前，FDA 正在审查 Eli Lilly&Co. 的糖尿病药物 Mounjaro 的类似用途。摩根大通分析师称，自2022年5月推出以来，Mounjaro 的周处方量到1月底已迅速升至14.8万份。Mounjaro 和 Eli Lilly 的一种较早的糖尿病药物 Trulicity 都出现了短缺。摩根大通的数据显示，在1月份最后一整周，美国医生开出的 Ozempic 相关处方超过了31.3万张，较去年同期的约17.6万张增长了78%。由于司美格鲁肽的短缺，华盛顿州斯波坎市 MultiCare 卫生系统内分泌科主任 Carol Wysham 向媒体表示，她现在不得不让一些糖尿病患者放弃这种药物，改用一些旧药，“这造成了相当大的混乱”。诺和诺德一直在努力扩大产能。不过，该公司首席执行官 Lars Fruergaard Jorgensen 表示，病人们可能仍会遇到药物周期性的短缺，因为生产工作还没有完成，而需求可能仍然很高。","news_type":1,"symbols_score_info":{"NVO":0.9}},"isVote":1,"tweetType":1,"viewCount":6169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957872736,"gmtCreate":1677195023225,"gmtModify":1677195025718,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957872736","repostId":"1177038413","repostType":4,"repost":{"id":"1177038413","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":1677162638,"share":"https://ttm.financial/m/news/1177038413?lang=en_US&edition=fundamental","pubTime":"2023-02-23 22:30","market":"us","language":"zh","title":"Opening | US stocks open higher, Nasdaq rises over 1%! Nvidia rose 13%, Alibaba rose nearly 6%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177038413","media":"老虎资讯综合","summary":"2月23日，美股三大指数集体高开，道指涨0.44%，纳指涨1.13%，标普500指数涨0.77%。阿里巴巴涨近6%，Q3营收、净利润均超预期。英伟达涨13%，2023财年Q4业绩及2024财年Q1营收","content":"<p><html><head></head><body>On February 23, the three major U.S. stock indexes opened higher, with the Dow Jones Industrial Average up 0.44%, the Nasdaq Composite up 1.13%, and the S&P 500 up 0.77%.</p><p><img src=\"https://static.tigerbbs.com/cb970c7326853ec3686a0600b9e2cb14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose nearly 6%, with Q3 revenue and net profit both exceeding expectations.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It rose 13%, with Q4 2023 results and Q1 2024 revenue guidance exceeding market expectations.</p><p>Lucid Group fell more than 13%, with Q4 revenue of $257.7 million, a nearly nine-fold increase year-over-year but still below expectations. Only 7,180 cars were produced throughout the year, far below the initial expectation of 20,000.</p><p>The Nasdaq China Golden Dragon Index rose 2.5%, with most popular Chinese concept stocks opening higher.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Rising nearly 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose about 5%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 3%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 2.5%.</p><p>eBay fell more than 5%, with total merchandise transactions declining 12% year-on-year to $18.2 billion and net profit falling 70% to $581 million in Q4 2022.</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>Opening | US stocks open higher, Nasdaq rises over 1%! Nvidia rose 13%, Alibaba rose nearly 6%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | US stocks open higher, Nasdaq rises over 1%! Nvidia rose 13%, Alibaba rose nearly 6%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-23 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 23, the three major U.S. stock indexes opened higher, with the Dow Jones Industrial Average up 0.44%, the Nasdaq Composite up 1.13%, and the S&P 500 up 0.77%.</p><p><img src=\"https://static.tigerbbs.com/cb970c7326853ec3686a0600b9e2cb14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose nearly 6%, with Q3 revenue and net profit both exceeding expectations.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It rose 13%, with Q4 2023 results and Q1 2024 revenue guidance exceeding market expectations.</p><p>Lucid Group fell more than 13%, with Q4 revenue of $257.7 million, a nearly nine-fold increase year-over-year but still below expectations. Only 7,180 cars were produced throughout the year, far below the initial expectation of 20,000.</p><p>The Nasdaq China Golden Dragon Index rose 2.5%, with most popular Chinese concept stocks opening higher.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Rising nearly 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose about 5%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 3%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 2.5%.</p><p>eBay fell more than 5%, with total merchandise transactions declining 12% year-on-year to $18.2 billion and net profit falling 70% to $581 million in Q4 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD",".DJI":"道琼斯","BK4543":"AI","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4527":"明星科技股",".IXIC":"NASDAQ Composite","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD",".SPX":"S&P 500 Index","NVDA":"英伟达","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4550":"红杉资本持仓","LU0109392836.USD":"富兰克林科技股A","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177038413","content_text":"2月23日，美股三大指数集体高开，道指涨0.44%，纳指涨1.13%，标普500指数涨0.77%。阿里巴巴涨近6%，Q3营收、净利润均超预期。英伟达涨13%，2023财年Q4业绩及2024财年Q1营收指引优于市场预期。Lucid Group跌超13%，Q4营收为2.577亿美元，同比增长近9倍但仍低于预期。全年仅生产7180辆汽车，远低于最初预期的20000辆。纳斯达克中国金龙指数开涨2.5%，热门中概股多数高开，拼多多涨近6%，哔哩哔哩涨约5%，京东涨超3%，百度涨2.5%。eBay跌超5%，2022年Q4商品交易总额同比下滑12%至182亿美元，净利润下滑70%至5.81亿美元。","news_type":1,"symbols_score_info":{"NVDA":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":5319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957157969,"gmtCreate":1677117111451,"gmtModify":1677117115399,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957157969","repostId":"1112793785","repostType":4,"repost":{"id":"1112793785","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":1677110394,"share":"https://ttm.financial/m/news/1112793785?lang=en_US&edition=fundamental","pubTime":"2023-02-23 07:59","market":"us","language":"zh","title":"Last Night and This Morning | The Federal Reserve adopted a hawkish stance, causing the S&P 500 to fall for the fourth consecutive day! The meeting unusually warned of this risk in US stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112793785","media":"老虎资讯综合","summary":"摘要：①美联储纪要称将继续加息，隔夜美股三大股指涨跌不一，标普连跌四日；②比尔·盖茨花费9.02亿美元收购喜力啤酒股份；③俄称已做好准备通过政治和外交途径实现特别军事行动目标。海外行情1、美联储纪要重","content":"<p><html><head></head><body>Abstract: ① The Federal Reserve minutes stated that it will continue its rate hike, and the three major US stock indexes were mixed overnight, with the S&P 500 falling for the fourth consecutive day; ② Bill Gates spent $902 million to acquire<a href=\"https://laohu8.com/S/0O26.UK\">Heineken beer</a>Shares; ③ Russia stated that it is prepared to achieve the objectives of the special military operation through political and diplomatic means. Overseas Market</p><p>1. Federal Reserve minutes reiterate hawkish stance; US stocks mixed; S&P 500 falls for fourth consecutive day.</p><p>U.S. stocks closed mixed on Wednesday, with the S&P 500 falling for the fourth consecutive trading day. The Federal Reserve released the minutes of its February monetary policy meeting, at which all Fed officials serving as voting members voted in favor of rate hike by 25 basis points. However, a small number of non-voting members want a 50 basis point rate hike to demonstrate a greater determination to reduce inflation. The meeting minutes rarely highlighted the risk of overvaluing U.S. stocks, stating that Federal Reserve officials attending the meeting judged that asset valuation pressures remained significant. Meanwhile, several Federal Reserve officials emphasized that the lengthy negotiations to raise the debt ceiling could pose significant risks to the U.S. financial system and the broader economy.</p><p>At the close of trading, the Dow Jones Industrial Average fell 0.26%, the S&P 500 fell 0.16%, and the Nasdaq Composite rose 0.13%. Most large technology stocks fell.<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Facebook,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A slight decline;<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It rose more than 1%.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A slight increase. Energy stocks fell across the board.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>It fell more than 2%.<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>It fell more than 1%.<a href=\"https://laohu8.com/S/CVX\">Chevron</a>It fell slightly.</p><p>2. Popular Chinese concept stocks showed mixed results.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down more than 1%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.26%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 2%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It rose by more than 1%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell by more than 2%, while JD.com and Pinduoduo fell by more than 1%.<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>。</p><p>3. Major European stock indices closed mixed, with Germany's DAX30 up 0.01%.</p><p>Major European indices closed mixed on Wednesday, with Germany's DAX 30 up 0.01%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.59%, the French CAC40 index fell 0.13%, and the European Stoxx 50 index fell 0.18%.</p><p>4. Oil prices fell about 3%, hitting new lows in over two weeks; US gas prices rose as much as 11%, breaking away from nearly two and a half year lows.</p><p>Investors worried that continued rate hike by European and American central banks would slow the economy and drag down oil demand, causing oil prices to fall for two consecutive days and close at a daily low. WTI crude oil futures for April delivery closed down $2.41, or 3.15%, at $73.95 a barrel, falling below $74. Brent crude oil futures for April delivery closed down $2.45, or 2.95%, at $80.60 a barrel, both hitting more than two-week lows since February 6.</p><p>Dutch TTF natural gas futures, the European benchmark, rose 5% intraday and broke through the €50/MWh mark, breaking away from a one-and-a-half-year low. ICE British Gas opened 3% in late trading, and also rose 5% intraday, holding above 120p/kcal. The EU's carbon tax has fallen to a new high.</p><p>U.S. NYMEX March natural gas futures rose 11% intraday to close up nearly 5%, breaking away from the nearly two-and-a-half-year low hit yesterday. Earlier that day, the contract fell below $2 for the first time since September 2020, with traders giving up hope that extreme cold weather would boost demand.</p><p>5. Gold futures fell for three consecutive days, hitting a new low in nearly two months; spot gold extended its decline after the FOMC minutes.</p><p>COMEX April gold futures closed down about 0.1% at $1,841.50 an ounce, marking the third consecutive day of declines and hitting a near two-month low since December of last year.</p><p>Ahead of the release of the FOMC minutes, spot gold fell by 0.3%, briefly falling below the $1,830 mark, near its lowest level since January 6. Following the release of the minutes, gold prices extended their decline to a 0.6% daily low, falling below $1,830 and near a seven-week low.</p><p>Macro News</p><p>1. Federal Reserve Meeting Minutes: Further rate hike is a consensus; there are more hawkish voices among non-voting members.</p><p>On Wednesday (February 22), during U.S. stock trading, the Federal Reserve released the minutes of the Federal Open Market Committee (FOMC) monetary policy meeting from January 31 to February 1.</p><p>The minutes show that all Federal Reserve officials who served as voting members at the meeting voted in favor of rate hike by 25 basis points, raising the Federal Funds rate target range to between 4.50% and 4.75%. However, the minutes pointed out that not all officials supported the resolution, with a few non-voting members hoping for a 50 basis point rate hike to demonstrate a greater determination to reduce inflation.</p><p>Overall, officials generally believe that there are signs that U.S. inflation is falling, but not enough to lead them to decide to halt rate hike, and that \"continued rate hike is necessary.\" If the pace of inflation slowdown stalls, they will be open to the question of \"how high interest rates will eventually rise.\"</p><p>2. Major positive news! OPEC's second-largest oil producer announced: allowing direct settlement of Chinese goods in RMB.</p><p>According to multiple media reports, on Wednesday (February 22) local time, the Central Bank of Iraq announced plans to allow trade with China to be settled directly in yuan. The bank also said in a statement that, as part of the plan, it may increase its...<a href=\"https://laohu8.com/S/601988\">BOC</a>The balance in your RMB account.</p><p>Economic Adviser to the government of Iraq<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Mudhir Salih told the media that Iraq has always settled imports from China only in US dollars, and this is the first time that imports from China have been settled in RMB.</p><p>3. Due to the winter storm, 1,442 flights in the United States have been canceled.</p><p>According to US media reports on February 22 local time, due to the winter storm, data from the flight tracking website FlightAware showed that as of 2:30 p.m. Eastern Time on February 22, a total of 1,442 flights across the United States had been canceled. Minneapolis-St. Paul International Airport, Denver International Airport and Detroit Metropolitan Wayne County Airport were the hardest hit, according to FlightAware, along with Chicago O'Hare International Airport, Toronto Pearson International Airport and Milwaukee Mitchell International Airport.</p><p>4. \"Hawk King\" Bullard: The Fed has a good chance of beating inflation this year and will not cause a recession.</p><p>On Wednesday (February 22) local time, St. Louis Federal Reserve President Bullard said that the U.S. economy is more resilient than expected and that the Fed should continue its rate hike this year to avoid repeating the mistakes of the 1970s. He is confident that the Federal Reserve will beat inflation this year and believes that rate hike will not cause a recession.</p><p>Russia-Ukraine situation</p><p>1. Russia stated that it is prepared to achieve the objectives of the special military operation through political and diplomatic means.</p><p>According to a TASS report on the 23rd, Russian Deputy Foreign Minister Galuzin stated that Russia is prepared to achieve the goals of the special military operation through political and diplomatic means, and that negotiations with Ukraine could take place if Western countries and the Kyiv authorities lay down their weapons and stop shelling Russian cities.</p><p>2. British Defense Secretary: Will increase artillery shell production to replace weapons sent to Ukraine.</p><p>British Defense Secretary Ben Wallace said on the 22nd local time that Britain has begun \"warming up\" its weapons production line to replace weapons shipped to Ukraine while increasing the production of artillery shells. In an interview with British media, Wallace stated that the UK is training Ukrainian personnel in southwest England to use Challenger 2 tanks. According to reports, the UK has provided basic training in drone warfare to more than 10,000 Ukrainian soldiers and has been training tank units since late January.</p><p>3. Russian Deputy Foreign Minister: Russia's cessation of participation in the New Strategic Arms Reduction Treaty will not bring the parties closer to nuclear war.</p><p>Russian Deputy Foreign Minister Ryabkov said in a television program on the 22nd local time that Russia's cessation of participation in the New Strategic Arms Reduction Treaty will not bring the parties closer to nuclear war, nor will it change Russia's position on the use of nuclear weapons. Ryabkov also stated that dialogue with the United States is better than refusing to dialogue with it, but the US should clearly recognize Russia's determination to take action under any conditions.</p><p>Company News</p><p>1. Bill Gates has made another move! Over $900 million invested in the world's second-largest beer manufacturer</p><p>On Wednesday, February 22, according to media reports, Bill Gates acquired a minority stake in Heineken Holding NV, the controlling shareholder of the world's second-largest brewer, for approximately $902 million.</p><p>According to a document from the Dutch regulator AFM, Gates acquired a 3.8% stake in Heineken last week. He purchased 6.65 million shares of Heineken Holdings in his personal capacity and another 4.18 million shares through his Bill & Melinda Gates Foundation Trust. These shares are worth 848.2 million euros ($902 million).</p><p>2. Apple's Apple Watch has made breakthroughs in measuring human blood sugar.</p><p>Apple is working on a major project dating back to the Steve Jobs era: using the Apple Watch to achieve non-invasive and continuous blood glucose monitoring. The goal of this secret study, known as E5, is to successfully measure glucose levels in the human body without the need to puncture the skin for blood. According to sources familiar with the matter, Apple has recently made some significant progress in this field and believes it can eventually bring blood glucose monitoring technology to market. If this technological breakthrough is perfected, it will be a boon for diabetics and help consolidate Apple's dominant position in the healthcare field. Adding a monitoring system to the Apple Watch will be Apple's ultimate goal, and if successful, it will make the device a necessity for hundreds of millions of people with diabetes worldwide.</p><p>3. Musk met with the Governor of California and announced<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Engineering headquarters located in California</p><p>Tesla CEO Elon Musk met with California Governor Gavin Newsom on Wednesday and toured Tesla's engineering headquarters in Palo Alto, California. Sources say the two sides are expected to focus on Tesla's efforts to create jobs and expand in the state; Tesla will focus on recruiting engineers skilled in research and development and artificial intelligence, a plan that will help accelerate the development of autonomous driving and...<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology.</p><p>4. Microsoft introduces AI chatbots to the iPhone and Android versions of the Bing APP.</p><p>Microsoft announced on Wednesday the release of new Bing and Edge preview apps for iPhone and Android, which include new features such as voice search and access to its AI chatbots. In the Bing mobile application, users can click the Bing icon to start a chat session and ask various questions via text or voice. Users will also be able to access Bing's update features through the home page of the Edge mobile app.</p><p>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is understood that the use of ChatGPT is restricted company-wide.</p><p>Sources familiar with the matter say JPMorgan Chase has restricted all employees from using the ChatGPT chatbot. It is understood that this move was not triggered by any specific event, but rather reflects JPMorgan Chase's normal restrictions on third-party software. A consulting giant with more than 700,000 employees<a href=\"https://laohu8.com/S/ACN\">Accenture</a>Employees have been warned not to expose customer information in ChatGPT.</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>Last Night and This Morning | The Federal Reserve adopted a hawkish stance, causing the S&P 500 to fall for the fourth consecutive day! The meeting unusually warned of this risk in US stocks.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night and This Morning | The Federal Reserve adopted a hawkish stance, causing the S&P 500 to fall for the fourth consecutive day! The meeting unusually warned of this risk in US stocks.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-23 07:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The Federal Reserve minutes stated that it will continue its rate hike, and the three major US stock indexes were mixed overnight, with the S&P 500 falling for the fourth consecutive day; ② Bill Gates spent $902 million to acquire<a href=\"https://laohu8.com/S/0O26.UK\">Heineken beer</a>Shares; ③ Russia stated that it is prepared to achieve the objectives of the special military operation through political and diplomatic means. Overseas Market</p><p>1. Federal Reserve minutes reiterate hawkish stance; US stocks mixed; S&P 500 falls for fourth consecutive day.</p><p>U.S. stocks closed mixed on Wednesday, with the S&P 500 falling for the fourth consecutive trading day. The Federal Reserve released the minutes of its February monetary policy meeting, at which all Fed officials serving as voting members voted in favor of rate hike by 25 basis points. However, a small number of non-voting members want a 50 basis point rate hike to demonstrate a greater determination to reduce inflation. The meeting minutes rarely highlighted the risk of overvaluing U.S. stocks, stating that Federal Reserve officials attending the meeting judged that asset valuation pressures remained significant. Meanwhile, several Federal Reserve officials emphasized that the lengthy negotiations to raise the debt ceiling could pose significant risks to the U.S. financial system and the broader economy.</p><p>At the close of trading, the Dow Jones Industrial Average fell 0.26%, the S&P 500 fell 0.16%, and the Nasdaq Composite rose 0.13%. Most large technology stocks fell.<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Facebook,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A slight decline;<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It rose more than 1%.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A slight increase. Energy stocks fell across the board.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>It fell more than 2%.<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>It fell more than 1%.<a href=\"https://laohu8.com/S/CVX\">Chevron</a>It fell slightly.</p><p>2. Popular Chinese concept stocks showed mixed results.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down more than 1%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.26%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 2%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It rose by more than 1%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell by more than 2%, while JD.com and Pinduoduo fell by more than 1%.<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>。</p><p>3. Major European stock indices closed mixed, with Germany's DAX30 up 0.01%.</p><p>Major European indices closed mixed on Wednesday, with Germany's DAX 30 up 0.01%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.59%, the French CAC40 index fell 0.13%, and the European Stoxx 50 index fell 0.18%.</p><p>4. Oil prices fell about 3%, hitting new lows in over two weeks; US gas prices rose as much as 11%, breaking away from nearly two and a half year lows.</p><p>Investors worried that continued rate hike by European and American central banks would slow the economy and drag down oil demand, causing oil prices to fall for two consecutive days and close at a daily low. WTI crude oil futures for April delivery closed down $2.41, or 3.15%, at $73.95 a barrel, falling below $74. Brent crude oil futures for April delivery closed down $2.45, or 2.95%, at $80.60 a barrel, both hitting more than two-week lows since February 6.</p><p>Dutch TTF natural gas futures, the European benchmark, rose 5% intraday and broke through the €50/MWh mark, breaking away from a one-and-a-half-year low. ICE British Gas opened 3% in late trading, and also rose 5% intraday, holding above 120p/kcal. The EU's carbon tax has fallen to a new high.</p><p>U.S. NYMEX March natural gas futures rose 11% intraday to close up nearly 5%, breaking away from the nearly two-and-a-half-year low hit yesterday. Earlier that day, the contract fell below $2 for the first time since September 2020, with traders giving up hope that extreme cold weather would boost demand.</p><p>5. Gold futures fell for three consecutive days, hitting a new low in nearly two months; spot gold extended its decline after the FOMC minutes.</p><p>COMEX April gold futures closed down about 0.1% at $1,841.50 an ounce, marking the third consecutive day of declines and hitting a near two-month low since December of last year.</p><p>Ahead of the release of the FOMC minutes, spot gold fell by 0.3%, briefly falling below the $1,830 mark, near its lowest level since January 6. Following the release of the minutes, gold prices extended their decline to a 0.6% daily low, falling below $1,830 and near a seven-week low.</p><p>Macro News</p><p>1. Federal Reserve Meeting Minutes: Further rate hike is a consensus; there are more hawkish voices among non-voting members.</p><p>On Wednesday (February 22), during U.S. stock trading, the Federal Reserve released the minutes of the Federal Open Market Committee (FOMC) monetary policy meeting from January 31 to February 1.</p><p>The minutes show that all Federal Reserve officials who served as voting members at the meeting voted in favor of rate hike by 25 basis points, raising the Federal Funds rate target range to between 4.50% and 4.75%. However, the minutes pointed out that not all officials supported the resolution, with a few non-voting members hoping for a 50 basis point rate hike to demonstrate a greater determination to reduce inflation.</p><p>Overall, officials generally believe that there are signs that U.S. inflation is falling, but not enough to lead them to decide to halt rate hike, and that \"continued rate hike is necessary.\" If the pace of inflation slowdown stalls, they will be open to the question of \"how high interest rates will eventually rise.\"</p><p>2. Major positive news! OPEC's second-largest oil producer announced: allowing direct settlement of Chinese goods in RMB.</p><p>According to multiple media reports, on Wednesday (February 22) local time, the Central Bank of Iraq announced plans to allow trade with China to be settled directly in yuan. The bank also said in a statement that, as part of the plan, it may increase its...<a href=\"https://laohu8.com/S/601988\">BOC</a>The balance in your RMB account.</p><p>Economic Adviser to the government of Iraq<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Mudhir Salih told the media that Iraq has always settled imports from China only in US dollars, and this is the first time that imports from China have been settled in RMB.</p><p>3. Due to the winter storm, 1,442 flights in the United States have been canceled.</p><p>According to US media reports on February 22 local time, due to the winter storm, data from the flight tracking website FlightAware showed that as of 2:30 p.m. Eastern Time on February 22, a total of 1,442 flights across the United States had been canceled. Minneapolis-St. Paul International Airport, Denver International Airport and Detroit Metropolitan Wayne County Airport were the hardest hit, according to FlightAware, along with Chicago O'Hare International Airport, Toronto Pearson International Airport and Milwaukee Mitchell International Airport.</p><p>4. \"Hawk King\" Bullard: The Fed has a good chance of beating inflation this year and will not cause a recession.</p><p>On Wednesday (February 22) local time, St. Louis Federal Reserve President Bullard said that the U.S. economy is more resilient than expected and that the Fed should continue its rate hike this year to avoid repeating the mistakes of the 1970s. He is confident that the Federal Reserve will beat inflation this year and believes that rate hike will not cause a recession.</p><p>Russia-Ukraine situation</p><p>1. Russia stated that it is prepared to achieve the objectives of the special military operation through political and diplomatic means.</p><p>According to a TASS report on the 23rd, Russian Deputy Foreign Minister Galuzin stated that Russia is prepared to achieve the goals of the special military operation through political and diplomatic means, and that negotiations with Ukraine could take place if Western countries and the Kyiv authorities lay down their weapons and stop shelling Russian cities.</p><p>2. British Defense Secretary: Will increase artillery shell production to replace weapons sent to Ukraine.</p><p>British Defense Secretary Ben Wallace said on the 22nd local time that Britain has begun \"warming up\" its weapons production line to replace weapons shipped to Ukraine while increasing the production of artillery shells. In an interview with British media, Wallace stated that the UK is training Ukrainian personnel in southwest England to use Challenger 2 tanks. According to reports, the UK has provided basic training in drone warfare to more than 10,000 Ukrainian soldiers and has been training tank units since late January.</p><p>3. Russian Deputy Foreign Minister: Russia's cessation of participation in the New Strategic Arms Reduction Treaty will not bring the parties closer to nuclear war.</p><p>Russian Deputy Foreign Minister Ryabkov said in a television program on the 22nd local time that Russia's cessation of participation in the New Strategic Arms Reduction Treaty will not bring the parties closer to nuclear war, nor will it change Russia's position on the use of nuclear weapons. Ryabkov also stated that dialogue with the United States is better than refusing to dialogue with it, but the US should clearly recognize Russia's determination to take action under any conditions.</p><p>Company News</p><p>1. Bill Gates has made another move! Over $900 million invested in the world's second-largest beer manufacturer</p><p>On Wednesday, February 22, according to media reports, Bill Gates acquired a minority stake in Heineken Holding NV, the controlling shareholder of the world's second-largest brewer, for approximately $902 million.</p><p>According to a document from the Dutch regulator AFM, Gates acquired a 3.8% stake in Heineken last week. He purchased 6.65 million shares of Heineken Holdings in his personal capacity and another 4.18 million shares through his Bill & Melinda Gates Foundation Trust. These shares are worth 848.2 million euros ($902 million).</p><p>2. Apple's Apple Watch has made breakthroughs in measuring human blood sugar.</p><p>Apple is working on a major project dating back to the Steve Jobs era: using the Apple Watch to achieve non-invasive and continuous blood glucose monitoring. The goal of this secret study, known as E5, is to successfully measure glucose levels in the human body without the need to puncture the skin for blood. According to sources familiar with the matter, Apple has recently made some significant progress in this field and believes it can eventually bring blood glucose monitoring technology to market. If this technological breakthrough is perfected, it will be a boon for diabetics and help consolidate Apple's dominant position in the healthcare field. Adding a monitoring system to the Apple Watch will be Apple's ultimate goal, and if successful, it will make the device a necessity for hundreds of millions of people with diabetes worldwide.</p><p>3. Musk met with the Governor of California and announced<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Engineering headquarters located in California</p><p>Tesla CEO Elon Musk met with California Governor Gavin Newsom on Wednesday and toured Tesla's engineering headquarters in Palo Alto, California. Sources say the two sides are expected to focus on Tesla's efforts to create jobs and expand in the state; Tesla will focus on recruiting engineers skilled in research and development and artificial intelligence, a plan that will help accelerate the development of autonomous driving and...<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology.</p><p>4. Microsoft introduces AI chatbots to the iPhone and Android versions of the Bing APP.</p><p>Microsoft announced on Wednesday the release of new Bing and Edge preview apps for iPhone and Android, which include new features such as voice search and access to its AI chatbots. In the Bing mobile application, users can click the Bing icon to start a chat session and ask various questions via text or voice. Users will also be able to access Bing's update features through the home page of the Edge mobile app.</p><p>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is understood that the use of ChatGPT is restricted company-wide.</p><p>Sources familiar with the matter say JPMorgan Chase has restricted all employees from using the ChatGPT chatbot. It is understood that this move was not triggered by any specific event, but rather reflects JPMorgan Chase's normal restrictions on third-party software. A consulting giant with more than 700,000 employees<a href=\"https://laohu8.com/S/ACN\">Accenture</a>Employees have been warned not to expose customer information in ChatGPT.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","OEF":"标普100指数ETF-iShares","BK4550":"红杉资本持仓","SPY":"标普500ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","OEX":"标普100","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4504":"桥水持仓","SDOW":"三倍做空道指30ETF-ProShares",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112793785","content_text":"摘要：①美联储纪要称将继续加息，隔夜美股三大股指涨跌不一，标普连跌四日；②比尔·盖茨花费9.02亿美元收购喜力啤酒股份；③俄称已做好准备通过政治和外交途径实现特别军事行动目标。海外行情1、美联储纪要重申强硬立场美股涨跌互现标普四连跌美股周三收盘涨跌不一，标普500指数连续第四个交易日下跌。美联储公布2月货币政策会议纪要，在上次会议上，所有担任票委的美联储官员都投票支持加息25个基点。但有少数非票委希望加息50个基点，以展示出更大的、降通胀的决心。这份会议纪要罕见地提示了美股估值过高的风险，其中写道，参会的美联储官员判断，资产估值压力依然显著。同时，多名美联储官员强调，上调债务上限的漫长谈判，可能对美国金融系统和更广泛的经济构成重大风险。截止收盘，道琼斯指数跌0.26%，标普500指数跌0.16%，纳斯达克指数涨0.13%。大型科技股多数下跌，奈飞、谷歌、脸书、微软小幅下跌；亚马逊涨超1%，苹果小幅上涨。能源股全线走低，西方石油跌超2%，埃克森美孚、康菲石油、斯伦贝谢跌超1%，雪佛龙小幅下跌。2、热门中概股涨跌不一京东、拼多多跌超1%热门中概股涨跌不一，纳斯达克中国金龙指数涨0.26%。唯品会涨超2%，哔哩哔哩、爱奇艺、蔚来、网易涨超1%。百度、理想汽车跌超2%，京东、拼多多跌超1%，微博、阿里巴巴、小鹏汽车。3、欧洲主要股指收盘涨跌不一德国DAX30指数涨0.01%欧股主要指数周三收盘涨跌不一，德国DAX30指数涨0.01%，英国富时100指数跌0.59%，法国CAC40指数跌0.13%，欧洲斯托克50指数跌0.18%。4、油价跌约3%齐创逾两周新低 美气一度涨11%脱离近两年半低位投资者担心欧美央行继续加息会令经济减速、拖累油需，油价连跌两日并收于日低。WTI 4月原油期货收跌2.41美元，跌幅3.15%，报73.95美元/桶，失守74美元。布伦特4月原油期货收跌2.45美元，跌幅2.95%，报80.60美元/桶，均刷新2月6日以来的逾两周低位。欧洲基准的荷兰TTF天然气期货盘中涨5%并升破50欧元/兆瓦时整数位，脱离一年半新低。ICE英国天然气尾盘张3%，盘中也涨5%并站稳120便士/千卡上方。欧盟碳税跌离新高。美国NYMEX 3月天然气期货盘中涨11%，收涨近5%，脱离昨日所创的近两年半低位。当日稍早该合约自2020年9月以来首次跌破2美元，交易员放弃了对出现极寒天气提振需求的希望。5、期金连跌三日再创近两个月新低 FOMC纪要后现货黄金扩大跌幅COMEX 4月黄金期货收跌约0.1%，报1841.50美元/盎司，连跌三日、再创去年12月以来的近两个月低位。在FOMC纪要发布前，现货黄金跌幅扩大至0.3%，一度失守1830美元整数位，接近1月6日以来最低。纪要发布后，黄金跌幅扩大至0.6%刷新日低，跌破1830美元，接近七周低位。宏观新闻1、美联储会议纪要：需进一步加息已成共识 非票委中有更鹰派的声音周三（2月22日）美股盘中，美联储公布了1月31日至2月1日的联邦公开市场委员会（FOMC）货币政策会议纪要。纪要显示，会议上所有担任票委的美联储官员都投票支持加息25个基点，将联邦基金利率目标区间上调到4.50%至4.75%之间。不过纪要指出，并非所有的官员都支持这一决议，有少数非票委希望加息50个基点，以展示出更大的、降通胀的决心。总体来看，官员们普遍认为，有迹象表明美国通胀正在回落，但程度不足以令他们决定停止加息，“继续加息是必要的。”如果通胀放缓的速度停滞，他们将对“利率最终升至多高”这一问题持开放态度。2、重大利好！欧佩克第二大产油国宣布：允许以人民币直接结算中国商品综合多家媒体报道，当地时间周三（2月22日），伊拉克中央银行表示，计划允许与中国的贸易直接以人民币结算。该行还在声明中说，作为计划的一部分，该行未来可能会提高其在中国银行人民币账户中的余额。伊拉克政府经济顾问穆迪尔·萨利赫（Mudhir Salih）告诉媒体，一直以来，伊拉克从中国进口商品都只用美元结算，这是首次以人民币结算来自中国的进口商品。3、受冬季风暴影响 美国已有1442架次航班被取消据美国媒体当地时间2月22日报道，受冬季风暴的影响，根据航班跟踪网站FlightAware的数据，截至美国东部时间22日下午2时30分，全美共有1442架次航班被取消。据FlightAware称，明尼阿波利斯-圣保罗国际机场、丹佛国际机场和底特律大都会韦恩县机场受影响最严重，芝加哥奥黑尔国际机场、多伦多皮尔逊国际机场和密尔沃基米切尔国际机场也受到影响。4、“鹰王”布拉德：美联储今年很有希望战胜通胀 并且不会造成衰退当地时间周三（2月22日），圣路易斯联储主席布拉德表示，美国经济比预期更有弹性，美联储今年应继续加息，以免重蹈上世纪70年代的覆辙。他对美联储今年战胜通胀很有信心，并且认为加息不会造成经济衰退。俄乌局势1、俄称已做好准备通过政治和外交途径实现特别军事行动目标据塔斯社23日报道，俄罗斯外交部副部长加卢津表示，俄罗斯对通过政治和外交途径实现特别军事行动目标已经做好了准备，如果西方国家和基辅当局放下武器，停止炮击俄罗斯城市，那么与乌克兰的谈判就可能举行。2、英国国防大臣：将增加炮弹产量 更换送至乌克兰的武器英国国防大臣本·华莱士当地时间22日表示，英国已开始“预热”其武器生产线，以更换运送至乌克兰的武器，同时增加炮弹的产量。华莱士在接受英媒采访时称，英国正在英格兰西南部培训乌克兰人员使用“挑战者2”坦克。据报道，英国已经对10000多名乌克兰士兵进行了无人机作战的基本培训，并且自1月下旬以来开始对坦克部队进行培训。3、俄副外长：俄方停止参与《新削减战略武器条约》不会导致相关方接近核战争俄罗斯外交部副部长里亚布科夫当地时间22日在参加一档电视节目时表示，俄方停止参与《新削减战略武器条约》并不会导致相关方接近核战争，同时也不会改变俄方在使用核武器问题上的立场。里亚布科夫还表示，与美国进行对话好过拒绝与其对话，但美方应该清楚认识到俄罗斯在任何条件下采取行动的决心。公司新闻1、比尔·盖茨又有新动作！超9亿美元入股世界第二大啤酒制造商2月22日周三，据媒体报道，比尔·盖茨以约9.02亿美元的价格收购了世界第二大酿酒商控股股东喜力（Heineken Holding NV）的少数股权。根据荷兰监督管理机构AFM的一份文件，盖茨上周获得了喜力3.8%的股份。他以个人身份购买了喜力控股665万股股票，并通过旗下的比尔及梅琳达盖茨基金会信托基金购买了另外418万股。这些股票的价值达8.482亿欧元（9.02亿美元）。2、苹果的Apple Watch在测量人体血糖方面取得突破性进展苹果公司正在进行一个可以追溯到乔布斯时代的重大项目：使用Apple Watch实现无创和持续的血糖监测。这项被称为E5的秘密研究的目标是在不需要刺破皮肤取血的情况下，成功测量人体内的葡萄糖含量。据知情人士透露，苹果公司最近在这一领域取得了一些重大进展，并认为它最终可以将血糖监测技术推向市场。如果此次技术突破得到完善，对糖尿病患者来说将是一个福音，并有助于巩固苹果在医疗保健领域的霸主地位。将监测系统添加到Apple Watch上将是苹果公司的最终目标，如果成功，也将使该设备成为全球上亿糖尿病患者的必需品。3、马斯克会见加州州长 并宣布特斯拉工程总部落户加州特斯拉CEO马斯克周三会见了加州州长Gavin Newsom，并共同参观了特斯拉位于加州帕洛阿托的工程总部。消息人士称，预计双方将重点讨论特斯拉在该州创造就业和扩张方面的努力；特斯拉将集中招聘精通研究开发和人工智能的工程师，该计划将有助于加速开发自动驾驶和机器人技术。4、微软将AI聊天机器人引入iPhone和安卓版必应APP微软周三宣布为iPhone和Android发布新的必应和Edge预览版应用程序，其中包括语音搜索和访问其AI聊天机器人等新功能。在必应移动应用程序中，用户可以点击必应图标开始聊天会话，可以通过文本或语音提出各种问题。用户还将能够通过Edge移动应用程序的主页访问必应的更新功能。5、摩根大通据悉在全公司范围限制使用ChatGPT知情人士称，摩根大通已限制公司所有员工使用ChatGPT聊天机器人。据悉，此举并非由任何具体事件引发，而是反映了摩根大通对第三方软件的正常限制。拥有70多万名员工的咨询巨头埃森哲已警告员工不要将客户信息暴露在ChatGPT中。","news_type":1,"symbols_score_info":{"161125":0.9,"QLD":0.9,"OEF":0.9,"UDOW":0.9,".IXIC":0.9,"SQQQ":0.9,"OEX":0.9,"SDS":0.9,".DJI":0.9,"NQmain":0.9,".SPX":0.9,"QID":0.9,"SPXU":0.9,"SPY":0.9,"SDOW":0.9,"MNQmain":0.9,"ESmain":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":5533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339599,"gmtCreate":1675988408212,"gmtModify":1675988411751,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339599","repostId":"1179489251","repostType":4,"repost":{"id":"1179489251","kind":"news","pubTimestamp":1675916919,"share":"https://ttm.financial/m/news/1179489251?lang=en_US&edition=fundamental","pubTime":"2023-02-09 12:28","market":"us","language":"zh","title":"Disney's streaming services have also stagnated.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179489251","media":"真探AlphaSeeker ","summary":"在上个季度交出一份堪称惨淡的财报后，迪士尼从内到外经历了一番“大换血”——老将罗伯特·艾格回归，替换掉时任CEO鲍勃·查佩克，解雇了查佩克亲信丹尼尔，同时公司业务架构和策略方向也将重新调整。今日早间，","content":"<p><html><head></head><body>After delivering a dismal financial report last quarter, Disney underwent a major overhaul from the inside out – veteran Robert Iger returned to replace then-CEO Bob Chapek, Chapek's close confidant Daniel was dismissed, and the company's business structure and strategic direction were also readjusted.</p><p>This morning, Disney released its first financial report since Iger's return and announced specific adjustment plans, including streaming business restructuring, cost control, and layoffs. The financial report shows:</p><p><ul><li>In the first fiscal quarter of 2023 (i.e., the fourth quarter of 2022), Disney's revenue was $23.51 billion, an 8% year-over-year increase, exceeding market expectations of $23.37 billion. The company achieved an overall operating profit of US$3.043 billion, a 7% decrease year-on-year, with an overall operating profit margin of 12.94%. The company achieved a net profit of US$1.361 billion, with a net profit margin of 5.79%. Diluted earnings per share were $0.70, up from $0.63 in the same period last year.</p><p></li><li>As of the end of the reporting period, Disney+ had 161.8 million subscribers, a decrease of 2.4 million from 164.2 million in the previous quarter. This marks the first time Disney+ has seen a decline in subscriber numbers since its launch.</p><p></li><li>During the earnings call, management announced Disney's next developments:<b>The plan to lay off 7,000 employees will reduce costs by $5.5 billion.</b>($3 billion in content costs, $2.5 billion in non-content costs)<b>； Following Netflix, Disney has also stopped providing expected subscriber numbers, while reiterating its streaming profitability target for 2024.</b></p><p></li></ul><img src=\"https://static.tigerbbs.com/5d386f82ed444763910410251431340c\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This financial report is both a test of Iger's initial reform achievements and reveals that Disney's development focus has shifted from seeking growth to seeking profitability. Following a series of cost reduction and efficiency improvement measures, the capital market immediately provided positive feedback: as soon as the financial report was released, Disney's US stock rose by more than 8.1% in after-hours trading.</p><p><img src=\"https://static.tigerbbs.com/7ad935920cd27ad86d640737379ae767\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Financial Report Details: Theme Parks Lead the Way, Streaming and Content Sales Suffer Significant Losses</b></p><p>Disney's total revenue comprises four parts: cable networks, streaming media, content sales/licensing (formerly film and entertainment), theme parks, and consumer product derivatives. Let's take a look at the financial details of each segment:</p><p><img src=\"https://static.tigerbbs.com/85320c303544d1be9626d5ca7ffbb504\" tg-width=\"1080\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This quarter, cable networks achieved revenue of $7.293 billion, a year-over-year decrease of 5%, and operating income of $1.255 billion, a year-over-year decrease of 16%. The financial report stated that the revenue decline was due to reduced advertising revenue, the adverse effects of foreign exchange, and a decrease in affiliate revenue.</p><p>As a key business for Disney's development, the streaming media business still cannot escape the quagmire of \"losses\". In the fourth quarter of 2022, the company achieved revenue of $5.307 billion, a year-on-year increase of 13%, while operating losses increased by $500 million to $1.053 billion, a 78% year-on-year increase in losses, but better than the company's management's expectations. Financial reports show that the growth of the streaming business was driven more by ESPN+, while the high production costs and low advertising revenue of Disney+ and Hulu were the main reasons for the losses of streaming media.</p><p>Content sales/licensing and other revenue (formerly film and entertainment) generated $2.46 billion in revenue in the fourth quarter, roughly the same as the same period last year, but operating losses increased by $114 million to $212 million, a year-on-year loss of more than 100%. The increased loss was due to lower TV/SVOD distribution results and a decrease in the number of film distributions and sales.</p><p>In the fourth quarter of 2021, Disney released seven films, including \"Spider-Man: Homecoming,\" \"West Side Story,\" and \"A House Full of Magic.\" By the fourth quarter of 2022, the number of films released had decreased significantly, with only three films: \"Avatar 2,\" \"Strange World,\" and \"Black Panther 2.\" Moreover, in terms of performance, only \"Black Panther 2\" supported the main revenue.</p><p>Disney's animated film \"Strange World\" suffered both box office and critical failures, and is expected to lose $100 million after combining production and distribution costs. Avatar 2 has grossed $2.177 billion worldwide, with the Chinese market contributing one-tenth. This is Disney's highest-grossing film since the pandemic, but since it was released in mid-December, its revenue addition during the reporting period is limited. As the final film in Marvel's fourth phase, Black Panther 2 has seen its global box office continue to rise since its release in November, currently grossing $843 million, pushing the Marvel Cinematic Universe closer to $30 billion.</p><p>However, Black Panther 2, as the first Marvel title to return to mainland China after three and a half years, performed far below expectations in China.<b>This is partly because Marvel has been absent from the mainland for a long time, which has broken the audience's viewing continuity and emotional stickiness, and the \"nostalgia\" effect has failed. On the other hand, with the increasing audience threshold, it is difficult for content that simply shows off special effects and skills to move audiences anymore. Therefore, if Marvel wants to win back the Chinese market, it still needs to innovate in terms of story and narrative structure.</b>In addition, \"Black Panther 2\" had already been released on streaming media before its domestic release, which also caused the loss of some Chinese viewers.</p><p><img src=\"https://static.tigerbbs.com/b151f73e649044ca6981a04c73f9fa0b\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Avatar 2</p><p>The theme park business is Disney's \"cash cow,\" and it continued its growth momentum this quarter, achieving revenue of $8.776 billion, a year-on-year increase of 21%, and operating income of $3.053 billion, a year-on-year increase of 25%. The main reason for the performance growth was the increase in tourist numbers and ticket revenue. With the continued relaxation of domestic pandemic policies and the arrival of Disney's 100th anniversary, theme parks will continue to experience strong growth, with the contribution of Shanghai Disneyland gradually becoming apparent. Since Shanghai Disneyland reopened last December, searches for Disneyland by out-of-town visitors have increased by more than 900%.</p><p>Whether it's the return of Hollywood blockbusters or the growth of Disney theme parks, the Chinese market still plays an important driving role in the contribution of these two major businesses. At the same time, Iger's return also indicates that they will focus on the Chinese market. According to American entertainment media outlet Deadline, several Hollywood executives expressed hope that Iger could repair Hollywood's relationship with the Chinese market.</p><p><img src=\"https://static.tigerbbs.com/67f3a32f8240b34e8f7f988d2beacabf\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Layoffs, cost reductions, and increased advertising revenue: Disney's new profit-making strategy.</b></p><p>Last November, at his first all-staff meeting since returning, Iger announced that he would prioritize creativity and pursue company profits over subscriber growth. The Disney+ streaming business was a \"brilliant stroke\" written by Iger upon his retirement, and his first reform after returning to his post was also aimed at streaming.</p><p>On the one hand, the streaming business was restructured, disbanding the original DMED division (Disney Entertainment and Media Distribution), and the company structure was divided into three components: Entertainment (streaming and media business), ESPN (television network and ESPN+ streaming services), and Parks (theme parks and derivative products). On the other hand, profitability has become the core goal of the entire company, including but not limited to layoffs, reducing content spending, and expanding advertising business to achieve cost reduction and efficiency improvement.</p><p>With the number of streaming users reaching its growth ceiling, it is no longer possible to maintain its advantage by simply throwing money and injecting funds. Disney has also begun to abandon the idea of burning money for growth.<b>Reduce content spending and open up content sales channels.</b></p><p><img src=\"https://static.tigerbbs.com/ff81a864d5b0aeefed987984dfbeb9b0\" tg-width=\"1080\" tg-height=\"486\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As of June last year, Disney's total streaming subscriptions reached 221.1 million, surpassing streaming giant Netflix in just five years. Behind this rapid growth in subscriptions is a variety of cash-burning incentives. Data shows that from 2018 to 2022, Disney invested a total of $114.4 billion in content. According to the Wall Street Journal, since the launch of Disney+, Disney's streaming business has lost more than $8 billion.</p><p>Now, Disney has announced a $3 billion cut in content costs, and Iger also mentioned this in the earnings call.<b>All costs in television and film will be rigorously reviewed, and Disney has cut approximately $1 billion in costs since last quarter.</b></p><p>In addition to high content costs, in order to enhance the competitiveness of its streaming business, Disney achieved growth in the past two years by shortening the window period for theatrical films and exclusively launching streaming services. For example, the controversial film \"Black Widow\" chose to be released both online and offline; Pixar's animated film \"Half the Magic\" was released on streaming more than half a year ahead of schedule; Black Panther 2 was released in China on February 7, but was already available on Disney+ on February 1. Exclusive release of high-quality films has indeed brought user growth to streaming media, but it has also sacrificed the real box office and copyright revenue brought by film and television copyrights.</p><p>Prior to the release of its financial report, Disney also signaled that it would open up its content sales channels.<b>Bloomberg reports that Disney is exploring the possibility of selling more movies and TV shows, and licensing some of its content libraries to external parties to increase revenue.</b></p><p><img src=\"https://static.tigerbbs.com/4761608ab8a83244d67c78a3abc156a1\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Furthermore, when the revenue from user growth alone is insufficient to cover the high investment, overseas streaming media outlets have unanimously chosen to expand into advertising businesses to increase revenue.</b>Netflix launched a subscription plan with ads last November; Then in December, Disney+ also launched an ad-supported version of the service, with the ad-supported version costing $7.99 per month and the ad-free version rising to $10.99 per month. According to Business Insider, Apple is also looking for an advertising sales executive for Apple TV+ to use advertising to offset high content costs.</p><p>In addition to attracting new users who want to watch content at low prices, the implementation of advertising subscription programs can also gain the favor of advertisers. The \"membership + advertising\" revenue model also increases the certainty of profitability to some extent. Regarding the current implementation results of the advertising program, Disney President Rita Ferro stated that more than 100 advertisers, from Mattel to Marriott, have participated in the new plan. However, due to the limited effectiveness of advertising during the reporting period, the exact amount of incremental growth it can bring will only be known in the next few quarters.</p><p>Although streaming platforms such as Netflix, Amazon, Disney, and Apple are all making efforts or trying to expand their advertising businesses, Disney still has its constraints in advertising. Disney+ mainly focuses on family-friendly content, and there are correspondingly more restrictions on the types and duration of advertisements. Moreover, after joining the advertising business, the Disney platform's task is not only to simply create good content to meet user needs, but also to balance advertiser needs and user satisfaction, which places higher demands on the platform.</p><p>As it approaches its 100th anniversary, Disney is inevitably experiencing \"internal and external troubles,\" facing internal profitability challenges and fierce competition in external streaming media. The return of Iger, as the \"helmsman\" who knows Disney best, has added some certainty to the changing landscape of the global streaming media competition.</p><p></body></html></p>","source":"lsy1630457571390","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>Disney's streaming services have also stagnated.</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\">\nDisney's streaming services have also stagnated.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">真探AlphaSeeker </strong><span class=\"h-time small\">2023-02-09 12:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After delivering a dismal financial report last quarter, Disney underwent a major overhaul from the inside out – veteran Robert Iger returned to replace then-CEO Bob Chapek, Chapek's close confidant Daniel was dismissed, and the company's business structure and strategic direction were also readjusted.</p><p>This morning, Disney released its first financial report since Iger's return and announced specific adjustment plans, including streaming business restructuring, cost control, and layoffs. The financial report shows:</p><p><ul><li>In the first fiscal quarter of 2023 (i.e., the fourth quarter of 2022), Disney's revenue was $23.51 billion, an 8% year-over-year increase, exceeding market expectations of $23.37 billion. The company achieved an overall operating profit of US$3.043 billion, a 7% decrease year-on-year, with an overall operating profit margin of 12.94%. The company achieved a net profit of US$1.361 billion, with a net profit margin of 5.79%. Diluted earnings per share were $0.70, up from $0.63 in the same period last year.</p><p></li><li>As of the end of the reporting period, Disney+ had 161.8 million subscribers, a decrease of 2.4 million from 164.2 million in the previous quarter. This marks the first time Disney+ has seen a decline in subscriber numbers since its launch.</p><p></li><li>During the earnings call, management announced Disney's next developments:<b>The plan to lay off 7,000 employees will reduce costs by $5.5 billion.</b>($3 billion in content costs, $2.5 billion in non-content costs)<b>； Following Netflix, Disney has also stopped providing expected subscriber numbers, while reiterating its streaming profitability target for 2024.</b></p><p></li></ul><img src=\"https://static.tigerbbs.com/5d386f82ed444763910410251431340c\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This financial report is both a test of Iger's initial reform achievements and reveals that Disney's development focus has shifted from seeking growth to seeking profitability. Following a series of cost reduction and efficiency improvement measures, the capital market immediately provided positive feedback: as soon as the financial report was released, Disney's US stock rose by more than 8.1% in after-hours trading.</p><p><img src=\"https://static.tigerbbs.com/7ad935920cd27ad86d640737379ae767\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Financial Report Details: Theme Parks Lead the Way, Streaming and Content Sales Suffer Significant Losses</b></p><p>Disney's total revenue comprises four parts: cable networks, streaming media, content sales/licensing (formerly film and entertainment), theme parks, and consumer product derivatives. Let's take a look at the financial details of each segment:</p><p><img src=\"https://static.tigerbbs.com/85320c303544d1be9626d5ca7ffbb504\" tg-width=\"1080\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This quarter, cable networks achieved revenue of $7.293 billion, a year-over-year decrease of 5%, and operating income of $1.255 billion, a year-over-year decrease of 16%. The financial report stated that the revenue decline was due to reduced advertising revenue, the adverse effects of foreign exchange, and a decrease in affiliate revenue.</p><p>As a key business for Disney's development, the streaming media business still cannot escape the quagmire of \"losses\". In the fourth quarter of 2022, the company achieved revenue of $5.307 billion, a year-on-year increase of 13%, while operating losses increased by $500 million to $1.053 billion, a 78% year-on-year increase in losses, but better than the company's management's expectations. Financial reports show that the growth of the streaming business was driven more by ESPN+, while the high production costs and low advertising revenue of Disney+ and Hulu were the main reasons for the losses of streaming media.</p><p>Content sales/licensing and other revenue (formerly film and entertainment) generated $2.46 billion in revenue in the fourth quarter, roughly the same as the same period last year, but operating losses increased by $114 million to $212 million, a year-on-year loss of more than 100%. The increased loss was due to lower TV/SVOD distribution results and a decrease in the number of film distributions and sales.</p><p>In the fourth quarter of 2021, Disney released seven films, including \"Spider-Man: Homecoming,\" \"West Side Story,\" and \"A House Full of Magic.\" By the fourth quarter of 2022, the number of films released had decreased significantly, with only three films: \"Avatar 2,\" \"Strange World,\" and \"Black Panther 2.\" Moreover, in terms of performance, only \"Black Panther 2\" supported the main revenue.</p><p>Disney's animated film \"Strange World\" suffered both box office and critical failures, and is expected to lose $100 million after combining production and distribution costs. Avatar 2 has grossed $2.177 billion worldwide, with the Chinese market contributing one-tenth. This is Disney's highest-grossing film since the pandemic, but since it was released in mid-December, its revenue addition during the reporting period is limited. As the final film in Marvel's fourth phase, Black Panther 2 has seen its global box office continue to rise since its release in November, currently grossing $843 million, pushing the Marvel Cinematic Universe closer to $30 billion.</p><p>However, Black Panther 2, as the first Marvel title to return to mainland China after three and a half years, performed far below expectations in China.<b>This is partly because Marvel has been absent from the mainland for a long time, which has broken the audience's viewing continuity and emotional stickiness, and the \"nostalgia\" effect has failed. On the other hand, with the increasing audience threshold, it is difficult for content that simply shows off special effects and skills to move audiences anymore. Therefore, if Marvel wants to win back the Chinese market, it still needs to innovate in terms of story and narrative structure.</b>In addition, \"Black Panther 2\" had already been released on streaming media before its domestic release, which also caused the loss of some Chinese viewers.</p><p><img src=\"https://static.tigerbbs.com/b151f73e649044ca6981a04c73f9fa0b\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Avatar 2</p><p>The theme park business is Disney's \"cash cow,\" and it continued its growth momentum this quarter, achieving revenue of $8.776 billion, a year-on-year increase of 21%, and operating income of $3.053 billion, a year-on-year increase of 25%. The main reason for the performance growth was the increase in tourist numbers and ticket revenue. With the continued relaxation of domestic pandemic policies and the arrival of Disney's 100th anniversary, theme parks will continue to experience strong growth, with the contribution of Shanghai Disneyland gradually becoming apparent. Since Shanghai Disneyland reopened last December, searches for Disneyland by out-of-town visitors have increased by more than 900%.</p><p>Whether it's the return of Hollywood blockbusters or the growth of Disney theme parks, the Chinese market still plays an important driving role in the contribution of these two major businesses. At the same time, Iger's return also indicates that they will focus on the Chinese market. According to American entertainment media outlet Deadline, several Hollywood executives expressed hope that Iger could repair Hollywood's relationship with the Chinese market.</p><p><img src=\"https://static.tigerbbs.com/67f3a32f8240b34e8f7f988d2beacabf\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Layoffs, cost reductions, and increased advertising revenue: Disney's new profit-making strategy.</b></p><p>Last November, at his first all-staff meeting since returning, Iger announced that he would prioritize creativity and pursue company profits over subscriber growth. The Disney+ streaming business was a \"brilliant stroke\" written by Iger upon his retirement, and his first reform after returning to his post was also aimed at streaming.</p><p>On the one hand, the streaming business was restructured, disbanding the original DMED division (Disney Entertainment and Media Distribution), and the company structure was divided into three components: Entertainment (streaming and media business), ESPN (television network and ESPN+ streaming services), and Parks (theme parks and derivative products). On the other hand, profitability has become the core goal of the entire company, including but not limited to layoffs, reducing content spending, and expanding advertising business to achieve cost reduction and efficiency improvement.</p><p>With the number of streaming users reaching its growth ceiling, it is no longer possible to maintain its advantage by simply throwing money and injecting funds. Disney has also begun to abandon the idea of burning money for growth.<b>Reduce content spending and open up content sales channels.</b></p><p><img src=\"https://static.tigerbbs.com/ff81a864d5b0aeefed987984dfbeb9b0\" tg-width=\"1080\" tg-height=\"486\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As of June last year, Disney's total streaming subscriptions reached 221.1 million, surpassing streaming giant Netflix in just five years. Behind this rapid growth in subscriptions is a variety of cash-burning incentives. Data shows that from 2018 to 2022, Disney invested a total of $114.4 billion in content. According to the Wall Street Journal, since the launch of Disney+, Disney's streaming business has lost more than $8 billion.</p><p>Now, Disney has announced a $3 billion cut in content costs, and Iger also mentioned this in the earnings call.<b>All costs in television and film will be rigorously reviewed, and Disney has cut approximately $1 billion in costs since last quarter.</b></p><p>In addition to high content costs, in order to enhance the competitiveness of its streaming business, Disney achieved growth in the past two years by shortening the window period for theatrical films and exclusively launching streaming services. For example, the controversial film \"Black Widow\" chose to be released both online and offline; Pixar's animated film \"Half the Magic\" was released on streaming more than half a year ahead of schedule; Black Panther 2 was released in China on February 7, but was already available on Disney+ on February 1. Exclusive release of high-quality films has indeed brought user growth to streaming media, but it has also sacrificed the real box office and copyright revenue brought by film and television copyrights.</p><p>Prior to the release of its financial report, Disney also signaled that it would open up its content sales channels.<b>Bloomberg reports that Disney is exploring the possibility of selling more movies and TV shows, and licensing some of its content libraries to external parties to increase revenue.</b></p><p><img src=\"https://static.tigerbbs.com/4761608ab8a83244d67c78a3abc156a1\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Furthermore, when the revenue from user growth alone is insufficient to cover the high investment, overseas streaming media outlets have unanimously chosen to expand into advertising businesses to increase revenue.</b>Netflix launched a subscription plan with ads last November; Then in December, Disney+ also launched an ad-supported version of the service, with the ad-supported version costing $7.99 per month and the ad-free version rising to $10.99 per month. According to Business Insider, Apple is also looking for an advertising sales executive for Apple TV+ to use advertising to offset high content costs.</p><p>In addition to attracting new users who want to watch content at low prices, the implementation of advertising subscription programs can also gain the favor of advertisers. The \"membership + advertising\" revenue model also increases the certainty of profitability to some extent. Regarding the current implementation results of the advertising program, Disney President Rita Ferro stated that more than 100 advertisers, from Mattel to Marriott, have participated in the new plan. However, due to the limited effectiveness of advertising during the reporting period, the exact amount of incremental growth it can bring will only be known in the next few quarters.</p><p>Although streaming platforms such as Netflix, Amazon, Disney, and Apple are all making efforts or trying to expand their advertising businesses, Disney still has its constraints in advertising. Disney+ mainly focuses on family-friendly content, and there are correspondingly more restrictions on the types and duration of advertisements. Moreover, after joining the advertising business, the Disney platform's task is not only to simply create good content to meet user needs, but also to balance advertiser needs and user satisfaction, which places higher demands on the platform.</p><p>As it approaches its 100th anniversary, Disney is inevitably experiencing \"internal and external troubles,\" facing internal profitability challenges and fierce competition in external streaming media. The return of Iger, as the \"helmsman\" who knows Disney best, has added some certainty to the changing landscape of the global streaming media competition.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/pkWOwbkpNCiD2N52AJTlUQ\">真探AlphaSeeker </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24a5c9ee763bdd068795172812d82227","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://mp.weixin.qq.com/s/pkWOwbkpNCiD2N52AJTlUQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179489251","content_text":"在上个季度交出一份堪称惨淡的财报后，迪士尼从内到外经历了一番“大换血”——老将罗伯特·艾格回归，替换掉时任CEO鲍勃·查佩克，解雇了查佩克亲信丹尼尔，同时公司业务架构和策略方向也将重新调整。今日早间，迪士尼发布了艾格回归后的首份财务报告，并宣布了流媒体业务重组、控制成本、裁员等具体的调整计划。财报显示：2023财年第一财季（即2022年第四季度），迪士尼营收235.1亿美元，同比增长8%，高于市场预期的233.7亿美元；实现整体经营利润30.43亿美元，同比上一财年下降7%，整体经营利润率12.94%；实现净利润13.61亿美元，净利润率5.79%；摊薄后每股收益为0.7美元，高于去年同期的0.63美元。截至报告期末，Disney+订阅数为1.618亿，相比上季度的1.642亿减少了240万，这也是Disney+上线以来首次出现订阅数下降的情况。财报电话会议上，管理层宣布了接下来迪士尼的新动态：计划裁员7000人，成本将缩减55亿美元（30亿美元的内容成本、25亿美元的非内容成本）；继奈飞之后，迪士尼也不再提供订阅用户数预期指标，同时重申2024年流媒体盈利的目标。这份财报既是对艾格的初步改革成果检验，也透露出迪士尼的发展重心从求增长转向了求盈利。一系列降本增效措施出击后，资本市场随即给予了正向的反馈：财报一发布，迪士尼美股盘后涨超8.1%。财报详解：主题公园领跑，流媒体、内容销售大幅亏损迪士尼总营收构成共包括四部分：有线网络、流媒体、内容销售/授权（原影视娱乐）、主题公园及消费品衍生。来看下各分部的财务详情：本季度，有线网络实现营收72.93亿美元，同比下降5%，运营收入为12.55亿美元，同比上一财年下降了16%。财报中提到，营收下降的原因在于广告收入减少、外汇不利影响以及联盟收入的下降。流媒体业务作为迪士尼的重点发展业务，仍摆脱不了“亏损”的泥潭。2022年第四季度实现营收53.07亿美元，同比增长13%，运营亏损增长5亿美元，达到10.53亿美元，亏损同比提升78%，但好于公司管理层预期。财报显示，流媒体业务的增长更多是靠ESPN+带动，Disney+与Hulu的高制作成本、低广告收入是造成流媒体亏损的主要原因。内容销售/许可和其他收入（原影视娱乐）在四季度获得24.6亿美元营收，与去年同期基本持平，但运营亏损增加了1.14亿美元，达到2.12亿美元，亏损同比超100%。亏损增加的原因在于电视/SVOD分销结果降低以及影片发行数量和销售额的减少。2021年四季度，迪士尼发行了《蜘蛛侠：英雄无归》《西区故事》《 魔法满屋》等七部影片，到了2022年四季度，影片发行数量大幅减少，仅有《阿凡达2》《奇异世界》与《黑豹2》三部影片，且从表现上看，也只有《黑豹2》撑起了主收入。迪士尼动画《奇异世界》票房、口碑双失利，结合制作、宣发成本后预计亏损1亿美元；《阿凡达2》目前全球票房21.77亿美元，中国市场贡献了十分之一，这是迪士尼疫情后票房最高的影片，不过因是在12月中旬上映，对报告期内的收入加成有限。《黑豹2》作为漫威第四阶段的收官之作，11月份上映后全球票房持续走高，目前总票房达到8.43亿美元，助推漫威电影宇宙向300亿美元再进一步。不过，《黑豹2》作为时隔三年半重返内地的首部漫威作品，在中国的表现远不如预期。这一方面在于漫威在内地缺席已久，观众的观看连续性和情感粘性被打破，“情怀”效应失灵；另一方面，观众阈值提升，单纯特效炫技的内容很难再打动观众，所以漫威想要重新赢回中国市场，还需要在故事、叙事架构层面创新。此外，在国内上映前《黑豹2》就已登陆流媒体，这也造成了部分中国观众的流失。《阿凡达2》主题公园业务是迪士尼的“现金牛”，本季度继续保持了增长态势，报告期内实现营收87.76亿美元，同比增长21%，实现运营收入30.53亿美元，同比增长25%。业绩增长的主要原因在于游客人数和门票收入的增加。随着国内疫情政策的持续放开，以及迪士尼100周年的到来，主题公园将持续延续强劲增长，其中上海迪士尼乐园的贡献作用会逐渐显现。去年12月上海迪士尼恢复开园后，异地游客迪士尼搜索量涨超900%。而无论是好莱坞大片的回归还是迪士尼主题公园的增长，中国市场在这两大业务的贡献上仍有着重要的推力作用，同时，艾格的回归也预示着将会着重发力中国市场。美国娱乐媒体Deadline报道，好莱坞多位高管表示，希望艾格可以修复好莱坞与中国市场的关系。裁员降本、广告增收，迪士尼盈利新招去年11月份，艾格在回归后的首次全体员工大会上宣布，把创造力放在首位，追求公司盈利而非订阅人数增长。Disney+流媒体业务是艾格退休之际写下的“光辉一笔”，重回岗位之后其改革的第一刀也挥向了流媒体。一方面，流媒体业务进行重组 ，解散原有的DMED部门（迪士尼娱乐和媒体发行），公司架构被划分为三个组成部分：娱乐（流媒体与媒体业务）、ESPN（电视网络和ESPN+流媒体服务）、乐园（主题公园和衍生产品）。另一方面，盈利成为全公司的核心目标，包括但不限于裁员、缩减内容支出、开拓广告业务来实现降本增效。随着流媒体用户数达到增长天花板，单纯靠砸钱、靠输血已难再保持优势，迪士尼也开始放弃烧钱换增长的思路，缩减内容支出、开放内容销售渠道。截至去年六月份，迪士尼流媒体订阅总数达2.211亿，仅用五年时间超越流媒体巨头奈飞，高速增长的订阅数背后是各种烧钱漫灌，数据显示，2018年到2022年，迪士尼内容总投入高达1144亿美元，据华尔街日报统计，自Disney+推出以来，迪士尼流媒体业务已亏损超 80 亿美元。而如今，迪士尼宣布削减30亿美元内容成本，艾格也在财报电话会议中提到，将严格审查在电视和电影方面的所有成本，自上季度以来迪士尼已削减约10亿美元成本。而除了高企的内容成本外，为提升流媒体业务的竞争力，前两年迪士尼通过缩短院线电影的窗口期，独家上线流媒体，来换回增长。比如早前引发争议的《黑寡妇》选择线上线下同时上映；皮克斯动画《1/2的魔法》提前大半年上映流媒体；《黑豹2》2月7日在中国上映，但2月1日就已登陆Disney+。独家上映优质影片的确为流媒体带来了用户增长，但也牺牲掉了影视版权带来的真金白银的票房和版权收入。在财报发布之前，迪士尼也释放出开放内容销售渠道售卖的信号。彭博社报道，迪士尼正在研究出售更多电影和电视节目的可能性，部分内容库授权给外部，来增加收入。此外当单一的用户增长带来的收入难以覆盖高投入时，海外流媒体不约而同选择了开拓广告业务来实现增收。奈飞在去年11月推出了带有广告的订阅计划；随后12月份，Disney+也推出广告版本的服务，有广告版本的服务每月收费7.99美元，无广告版本的服务每月收费涨到10.99美元；Business Insider报道，苹果也在为Apple TV+寻找广告销售主管，以广告业务来填补高企的内容成本。广告订阅计划的实施除了能够吸引想要低价观看内容的新用户，还能获得广告客户商的青睐，“会员+广告”的营收模式也一定程度上增加了盈利确定性。对于目前广告计划的实施结果，迪士尼总裁丽塔·费罗表示，从美泰公司到万豪酒店等100多个广告客户参与了新方案。不过因报告期内广告发挥作用有限，具体能够带来多少增量要到未来几个季度才会有答案。尽管奈飞、亚马逊、迪士尼、苹果等流媒体都在发力或者试图发力广告业务，但相比之下迪士尼做广告还是有其掣肘之处，Disney+多是以合家欢内容为主，对广告品类、时长也相应限制更多。而且在加入广告业务后，迪士尼平台的任务不仅是单纯做好内容满足用户需要，还要做好广告主需求和用户满意度的平衡，这也对平台提出了更高要求。在步入百岁生日之际，迪士尼正不可避免地经历着“内忧外患”，内部面临盈利难题，外部流媒体竞争进入白热化阶段，而艾格作为最了解迪士尼的“掌舵者”的回归，也为全球流媒体争霸的变局增加了一些确定性。","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":5093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339295,"gmtCreate":1675988382817,"gmtModify":1675988386261,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339295","repostId":"1149929280","repostType":4,"repost":{"id":"1149929280","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":1675987217,"share":"https://ttm.financial/m/news/1149929280?lang=en_US&edition=fundamental","pubTime":"2023-02-10 08:00","market":"us","language":"zh","title":"Last Night and This Morning | US Treasury bonds warned of a recession, the Nasdaq fell more than 1%, while Chinese concept stocks remained strong.","url":"https://stock-news.laohu8.com/highlight/detail?id=1149929280","media":"老虎资讯综合","summary":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌","content":"<p><html><head></head><body>Abstract: ① US Treasury bonds warned of a recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>While Chinese concept stocks fell by more than 4%, they remained strong and rose. ② Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial metaverse Applications team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Market</p><p>1. US Treasury bonds warn of recession, Nasdaq closes down over 1%, Google falls another over 4%</p><p>On Thursday, Eastern Time, under pressure from rising U.S. Treasury yields and hawkish comments from the Federal Reserve, the market found little reason to continue pushing up the stock market, and all three major U.S. stock indexes closed lower. Google's parent company, Alphabet, fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to focus on corporate earnings reports and the Federal Reserve's monetary policy outlook. At the close of trading, the Nasdaq index fell 1.02%; The Dow Jones Industrial Average fell 0.73%; The S&P 500 fell 0.88%.</p><p>Most major tech stocks fell, with MetaPlatforms down more than 3%, and Microsoft...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell more than 1%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock rose more than 6% at one point during trading, but ultimately closed up 3% after U.S. regulators confirmed that the fatal Model S crash in Texas was unrelated to Tesla's Autopilot assistance features. After plunging more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in a demonstration. Insurance and automobile manufacturing sectors rose, with BlueBird up nearly 30% and Avonfly Reinsurance Group up more than 6%.</p><p>On February 9, Credit Suisse released its latest quarterly financial report, which once again surprised many. In the fourth quarter of last year, Credit Suisse's net loss widened quarter-on-quarter to CHF 1.39 billion (approximately HKD 11.9 billion, RMB 10.266 billion), marking the fifth consecutive quarter of losses. As a result, Credit Suisse's US-listed shares closed down more than 15%.</p><p>2. Chinese concept stocks bucked the trend and rose<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, with the Nasdaq China Golden Dragon Index gaining 1.10%. iQiyi rose more than 8%.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose more than 5%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 3%.<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 1%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>A slight increase.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell more than 2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 1%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Douyu</a>It fell slightly.</p><p>3. Major European stock indices generally closed higher, with Germany's DAX 30 up 0.72%.</p><p>Major European stock indices closed higher on Thursday, with Germany's DAX 30 up 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 rose 0.96%, and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven consecutive weeks, ending a three-day winning streak for crude oil futures.</p><p>Inventory data rose for the seventh consecutive week, while crude oil futures fell back to close lower after rising for three consecutive trading days.</p><p>West Texas Intermediate crude oil futures for March delivery on the New York Mercantile Exchange fell 41 cents, or 0.52%, to settle at $78.06 a barrel.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April delivery, fell 59 cents to $84.50 a barrel on the European Futures Exchange, down 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday.</p><p>On Thursday, gold for April delivery on the New York Mercantile Exchange fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce. Gold futures had risen for three consecutive trading days, hitting their highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. US Treasury bonds warn of recession! The U.S. Treasury Bond yield curve has hit its worst inversion since 1981.</p><p>Important US Treasury yield curves – the 2-year and benchmark 10-year US Treasury yields have hit their worst inversion since 1981, signaling a possible economic recession in the next year or so. Federal Reserve officials continue their hawkish stance, following the Fed's third-in-command.<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin reiterated the need for tightening on Thursday, stating that it was important to ensure inflation reached its target while continuing rate hike, and that the Fed needed to adhere to its path of combating inflation.</p><p>2. Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Dmitry Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, senior American investigative journalist and Pulitzer Prize winner Seymour Hersh, citing sources familiar with the matter, accused the Biden administration of orchestrating the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesperson for the U.S. National Security Council stating that Hersh's report about the Nord Stream pipeline explosion was \"completely false and fabricated.\"</p><p>Peskov stated that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and that the world deserves to know the truth. However, he also stated that it is wrong to regard Hersh's article as the primary source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed for selling coal at a discount and short selling, finally beginning to affect the real economy.</p><p>According to media reports on Thursday, citing sources familiar with the matter, commodity trading tycoon Adani Group is offering customers discounted coal, a move that may be a move by the company to accelerate turnover under pressure.</p><p>After being \"attacked\" by Wall Street short sellers at the end of January, Gautam Adani, who was once the world's second-richest man at the end of last year, lost more than $100 billion in net worth. His position has dropped to 17th globally on the latest Forbes Real-Time Rich List. Adani Group has consistently denied allegations from short sellers that it used overseas entities to manipulate stock prices and commit financial fraud, but the volatility in the capital market means that the problem is far from over.</p><p>Although the company did not explicitly state its motivation for offering discounts, nor was it the only manufacturer in the market to offer discounts, this move clearly indicates that the company is eager to quickly convert inventory into cash.</p><p>4. Turkish Vice President: The strong earthquake has caused 17,674 deaths in the country.</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 in the country. Oktay also stated that 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches great importance to search and rescue work in rural areas.</p><p>Russia-Ukraine situation</p><p>1. President of the Russian State Atomic Energy Corporation: Willing to continue advancing work related to establishing a safe zone at the Zaporizhzhia nuclear power plant.</p><p>Following a meeting with International Atomic Energy Agency Director General Grossi, Russian State Atomic Energy Corporation CEO Likhachev stated that Russia has always considered ensuring the safety of nuclear power plants to be of paramount importance and is willing to continue working on establishing a safe zone at the Zaporizhzhia nuclear power plant. The Russian State Atomic Energy Corporation and the International Atomic Energy Agency agreed to continue contacts on this issue and to cooperate in multiple fields.</p><p>2. An explosion at a factory in Kyiv, Ukraine, has killed four people.</p><p>The Kyiv Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred at a factory in Kyiv that day, killing four people. The Kyiv Military and Political Administration did not specify the cause of the explosion.</p><p>3. The Russian Federal Ministry of Finance will eliminate the euro share in the state welfare fund this year.</p><p>Russian Deputy Finance Minister Vladimir Krechev stated that in 2023, the Russian Finance Ministry will eliminate the euro share in the National Welfare Fund, leaving only gold, the yuan, and the ruble. (Sputnik News Agency)</p><p>Company News</p><p>1. Microsoft has disbanded its Industrial metaverse application team.</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its metaverse applications team, which was only four months old and aimed to help customers use the metaverse in industrial environments. The person familiar with the matter said that the team's approximately 100 employees have all been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday, Eastern Time,<a href=\"https://laohu8.com/S/GM\">general motors</a>In a joint announcement with GlobalFoundries, the two companies reached a long-term agreement under which GlobalFoundries will directly supply chips to General Motors to prevent the latter from facing a chip shortage again. The two companies said the agreement is the first of its kind in the industry. According to the two companies, GlobalFoundries will establish dedicated production capacity for General Motors at its semiconductor factory in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure its business units after making a $56 billion profit.</a></p><p>According to the latest media reports, ExxonMobil plans to merge its business units as part of an ongoing corporate restructuring, which is expected to cut costs and make some layoffs.</p><p>According to a memo sent to employees by ExxonMobil, the oil company plans to form three new organizations, and later this year, the company will merge several smaller divisions, such as financial services, procurement, and customer service. It is reported that ExxonMobil Oil will create its first global energy trading division and will create a new supply chain organization in May, named \"ExxonMobil Supply Chain Organization (EMSC)\".</p><p>ExxonMobil's recent financial report shows that the company's net profit in 2022 was $56 billion, a record high.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney's legendary CEO: He only plans to stay for two years; streaming represents the future.</a></p><p>On Thursday local time, Disney CEO Robert Iger said he does not intend to serve as CEO for more than two years, stating that streaming represents the future and is a key business for the company. Iger returned to Disney last November, and his return has restored confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview on Thursday, \"My plan is to stay here for two years. It's written in my contract, it's an agreement I reached with the board, and it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Toker suffered losses of up to $577 million due to a nickel trading scam.</a></p><p>On Thursday local time, Trafigura, a global commodities and crude oil trading giant, released a statement on its official website disclosing that the company had encountered a scam during nickel trading.</p><p>In its statement, Toker alleged that the company discovered a series of companies controlled by Dubai metals trader Prateek Gupta committing “systematic fraud” in the process of trading nickel metal. A preliminary inspection of the containers shipped by the company revealed that they did not contain nickel at all. Given that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in its financial report for the first half of 2023.</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>Last Night and This Morning | US Treasury bonds warned of a recession, the Nasdaq fell more than 1%, while Chinese concept stocks remained strong.</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\">\nLast Night and This Morning | US Treasury bonds warned of a recession, the Nasdaq fell more than 1%, while Chinese concept stocks remained strong.\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\">2023-02-10 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① US Treasury bonds warned of a recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>While Chinese concept stocks fell by more than 4%, they remained strong and rose. ② Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial metaverse Applications team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Market</p><p>1. US Treasury bonds warn of recession, Nasdaq closes down over 1%, Google falls another over 4%</p><p>On Thursday, Eastern Time, under pressure from rising U.S. Treasury yields and hawkish comments from the Federal Reserve, the market found little reason to continue pushing up the stock market, and all three major U.S. stock indexes closed lower. Google's parent company, Alphabet, fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to focus on corporate earnings reports and the Federal Reserve's monetary policy outlook. At the close of trading, the Nasdaq index fell 1.02%; The Dow Jones Industrial Average fell 0.73%; The S&P 500 fell 0.88%.</p><p>Most major tech stocks fell, with MetaPlatforms down more than 3%, and Microsoft...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell more than 1%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock rose more than 6% at one point during trading, but ultimately closed up 3% after U.S. regulators confirmed that the fatal Model S crash in Texas was unrelated to Tesla's Autopilot assistance features. After plunging more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in a demonstration. Insurance and automobile manufacturing sectors rose, with BlueBird up nearly 30% and Avonfly Reinsurance Group up more than 6%.</p><p>On February 9, Credit Suisse released its latest quarterly financial report, which once again surprised many. In the fourth quarter of last year, Credit Suisse's net loss widened quarter-on-quarter to CHF 1.39 billion (approximately HKD 11.9 billion, RMB 10.266 billion), marking the fifth consecutive quarter of losses. As a result, Credit Suisse's US-listed shares closed down more than 15%.</p><p>2. Chinese concept stocks bucked the trend and rose<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, with the Nasdaq China Golden Dragon Index gaining 1.10%. iQiyi rose more than 8%.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose more than 5%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 3%.<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 1%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>A slight increase.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell more than 2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 1%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Douyu</a>It fell slightly.</p><p>3. Major European stock indices generally closed higher, with Germany's DAX 30 up 0.72%.</p><p>Major European stock indices closed higher on Thursday, with Germany's DAX 30 up 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 rose 0.96%, and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven consecutive weeks, ending a three-day winning streak for crude oil futures.</p><p>Inventory data rose for the seventh consecutive week, while crude oil futures fell back to close lower after rising for three consecutive trading days.</p><p>West Texas Intermediate crude oil futures for March delivery on the New York Mercantile Exchange fell 41 cents, or 0.52%, to settle at $78.06 a barrel.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April delivery, fell 59 cents to $84.50 a barrel on the European Futures Exchange, down 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday.</p><p>On Thursday, gold for April delivery on the New York Mercantile Exchange fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce. Gold futures had risen for three consecutive trading days, hitting their highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. US Treasury bonds warn of recession! The U.S. Treasury Bond yield curve has hit its worst inversion since 1981.</p><p>Important US Treasury yield curves – the 2-year and benchmark 10-year US Treasury yields have hit their worst inversion since 1981, signaling a possible economic recession in the next year or so. Federal Reserve officials continue their hawkish stance, following the Fed's third-in-command.<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin reiterated the need for tightening on Thursday, stating that it was important to ensure inflation reached its target while continuing rate hike, and that the Fed needed to adhere to its path of combating inflation.</p><p>2. Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Dmitry Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, senior American investigative journalist and Pulitzer Prize winner Seymour Hersh, citing sources familiar with the matter, accused the Biden administration of orchestrating the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesperson for the U.S. National Security Council stating that Hersh's report about the Nord Stream pipeline explosion was \"completely false and fabricated.\"</p><p>Peskov stated that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and that the world deserves to know the truth. However, he also stated that it is wrong to regard Hersh's article as the primary source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed for selling coal at a discount and short selling, finally beginning to affect the real economy.</p><p>According to media reports on Thursday, citing sources familiar with the matter, commodity trading tycoon Adani Group is offering customers discounted coal, a move that may be a move by the company to accelerate turnover under pressure.</p><p>After being \"attacked\" by Wall Street short sellers at the end of January, Gautam Adani, who was once the world's second-richest man at the end of last year, lost more than $100 billion in net worth. His position has dropped to 17th globally on the latest Forbes Real-Time Rich List. Adani Group has consistently denied allegations from short sellers that it used overseas entities to manipulate stock prices and commit financial fraud, but the volatility in the capital market means that the problem is far from over.</p><p>Although the company did not explicitly state its motivation for offering discounts, nor was it the only manufacturer in the market to offer discounts, this move clearly indicates that the company is eager to quickly convert inventory into cash.</p><p>4. Turkish Vice President: The strong earthquake has caused 17,674 deaths in the country.</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 in the country. Oktay also stated that 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches great importance to search and rescue work in rural areas.</p><p>Russia-Ukraine situation</p><p>1. President of the Russian State Atomic Energy Corporation: Willing to continue advancing work related to establishing a safe zone at the Zaporizhzhia nuclear power plant.</p><p>Following a meeting with International Atomic Energy Agency Director General Grossi, Russian State Atomic Energy Corporation CEO Likhachev stated that Russia has always considered ensuring the safety of nuclear power plants to be of paramount importance and is willing to continue working on establishing a safe zone at the Zaporizhzhia nuclear power plant. The Russian State Atomic Energy Corporation and the International Atomic Energy Agency agreed to continue contacts on this issue and to cooperate in multiple fields.</p><p>2. An explosion at a factory in Kyiv, Ukraine, has killed four people.</p><p>The Kyiv Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred at a factory in Kyiv that day, killing four people. The Kyiv Military and Political Administration did not specify the cause of the explosion.</p><p>3. The Russian Federal Ministry of Finance will eliminate the euro share in the state welfare fund this year.</p><p>Russian Deputy Finance Minister Vladimir Krechev stated that in 2023, the Russian Finance Ministry will eliminate the euro share in the National Welfare Fund, leaving only gold, the yuan, and the ruble. (Sputnik News Agency)</p><p>Company News</p><p>1. Microsoft has disbanded its Industrial metaverse application team.</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its metaverse applications team, which was only four months old and aimed to help customers use the metaverse in industrial environments. The person familiar with the matter said that the team's approximately 100 employees have all been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday, Eastern Time,<a href=\"https://laohu8.com/S/GM\">general motors</a>In a joint announcement with GlobalFoundries, the two companies reached a long-term agreement under which GlobalFoundries will directly supply chips to General Motors to prevent the latter from facing a chip shortage again. The two companies said the agreement is the first of its kind in the industry. According to the two companies, GlobalFoundries will establish dedicated production capacity for General Motors at its semiconductor factory in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure its business units after making a $56 billion profit.</a></p><p>According to the latest media reports, ExxonMobil plans to merge its business units as part of an ongoing corporate restructuring, which is expected to cut costs and make some layoffs.</p><p>According to a memo sent to employees by ExxonMobil, the oil company plans to form three new organizations, and later this year, the company will merge several smaller divisions, such as financial services, procurement, and customer service. It is reported that ExxonMobil Oil will create its first global energy trading division and will create a new supply chain organization in May, named \"ExxonMobil Supply Chain Organization (EMSC)\".</p><p>ExxonMobil's recent financial report shows that the company's net profit in 2022 was $56 billion, a record high.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney's legendary CEO: He only plans to stay for two years; streaming represents the future.</a></p><p>On Thursday local time, Disney CEO Robert Iger said he does not intend to serve as CEO for more than two years, stating that streaming represents the future and is a key business for the company. Iger returned to Disney last November, and his return has restored confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview on Thursday, \"My plan is to stay here for two years. It's written in my contract, it's an agreement I reached with the board, and it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Toker suffered losses of up to $577 million due to a nickel trading scam.</a></p><p>On Thursday local time, Trafigura, a global commodities and crude oil trading giant, released a statement on its official website disclosing that the company had encountered a scam during nickel trading.</p><p>In its statement, Toker alleged that the company discovered a series of companies controlled by Dubai metals trader Prateek Gupta committing “systematic fraud” in the process of trading nickel metal. A preliminary inspection of the containers shipped by the company revealed that they did not contain nickel at all. Given that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in its financial report for the first half of 2023.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4561":"索罗斯持仓","BK4550":"红杉资本持仓","03086":"华夏纳指","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TLT":"20+年以上美国国债ETF-iShares",".IXIC":"NASDAQ Composite","IEI":"iShares Barclays 3-7 Year Trea","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","BND":"债券指数ETF-Vanguard美国"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149929280","content_text":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌再跌逾4%美东时间周四，在美债收益率上升和美联储鹰派言论的压力下，市场找不到太多理由继续推高股市，美股三大指数集体收跌。谷歌的母公司Alphabet连续第二日大跌，拖累纳指下滑。投资者继续关注企业财报与美联储的货币政策前景。截至收盘，纳斯达克指数跌幅为1.02%；道琼斯指数跌幅为0.73%；标普500指数跌幅为0.88%。大型科技股多数下跌，MetaPlatforms跌超3%，微软、亚马逊跌超1%，特斯拉盘中一度涨逾6%，不过最终收涨3%，此前美国监督管理机构确认德州ModelS致命车祸与特斯拉自动驾驶辅助功能无关。继昨日大跌逾7%之后，谷歌再度下跌逾4%，此前BardAI在演示中给出错误的回答。保险、汽车制造板块走高，BlueBird涨近30%，安富来再保险集团涨超6%。2月9日，瑞信公布的最新季度财报，再次令人大跌眼镜。去年第四季，瑞信净亏损按季扩大至13.9亿瑞郎（约119亿港元，102.66亿元人民币），已连续第五个季度出现亏损。受此影响，瑞信美股收盘大跌超15%。2、中概股逆势上扬爱奇艺涨超8%热门中概股多数上涨，纳斯达克中国金龙指数涨1.10%。爱奇艺涨超8%，知乎涨超5%，阿里巴巴涨超3%，微博、拼多多、唯品会涨超1%，网易、理想汽车、京东小幅上涨。百度跌超2%，蔚来、小鹏汽车跌超1%，哔哩哔哩、斗鱼小幅下跌。3、欧股主要指数收盘普涨德国DAX30指数涨0.72%欧股主要指数周四收盘普涨，德国DAX30指数涨0.72%，英国富时100指数涨0.33%，法国CAC40指数涨0.96%，欧洲斯托克50指数涨0.97%。4、库存数据七周连涨 原油期货终结三日连涨走势库存数据连续七周上涨，原油期货在连续三个交易日上涨后回落收跌。纽约商品交易所3月交货的西德克萨斯中质原油期货下跌41美分，跌幅0.52％收于每桶78.06美元。洲际交易所欧洲期货交易所4月份全球基准布伦特原油期货下跌59美分，至每桶84.50美元跌幅0.69％。5、周四纽约黄金期货价格收跌0.7%周四，纽约商品交易所4月交割的黄金价格下跌12.20美元，跌幅约0.7%，收于每盎司1878.50美元。此前黄金期货已连续三个交易日上涨，周三创2月2日以来的最高收盘价。宏观新闻1、美债示警衰退！美国国债收益率曲线创1981年来最严重倒挂重要美债收益率曲线——2年和基准10年期美债收益率刷新1981年来最严重倒挂程度，释放了未来一年左右可能经济衰退的信号。美联储官员继续“放鹰”，继美联储三把手威廉姆斯等官员后，周四里士满联储主席巴尔金又强调要紧缩，称为保证通胀降至目标而继续加息很重要，联储需要坚持抗通胀的道路。2、美国一手策划了北溪管道爆炸？克宫：世界必须得知真相当地时间周四（2月9日），俄罗斯克里姆林宫发言人佩斯科夫表示，世界必须了解北溪管道爆炸事件的真相。当地时间周三，美国资深调查记者、普利策奖得主西摩·赫什以知情人士为消息源，在一篇文章中指认美国拜登政府一手策划了北溪管道爆炸事件。白宫当天对此进行了回应，美国国家安全委员会发言人称，赫什发表的关于北溪管道爆炸的报道“完全是虚假和虚构的”。佩斯科夫表示，这凸显了对北溪管道爆炸事件进行国际调查的重要性，世界理应知道真相。不过他也表示，将赫什的文章视为有关爆炸事件真相的主要消息来源是错误的。3、前亚洲首富被曝折价卖煤做空事件终于开始影响实体经济据媒体周四援引知情人士报道，商品贸易大亨阿达尼集团正向客户提供折价的煤炭，此举或是公司在压力影响下加快周转率的举措。经历1月底华尔街空头“袭击”后，去年年底财富值一度高居全球第二的高塔姆·阿达尼身家蒸发逾千亿美元。在最新的福布斯实时富豪榜上，他的位置已经跌至全球第17位。面对空头对其利用海外实体操纵股价、财务造假的指控，阿达尼集团始终坚决否认，但资本市场的摇摆不定意味着问题远远没有到结束的时候。虽然公司没有明说提供折扣的动机，同时也不是市场上唯一打折的生产商，但这一举动清晰表明公司渴望将库存快速转变为现金。4、土耳其副总统：强震已造成该国17674人死亡当地时间周四，土耳其副总统奥克塔伊表示，强震已造成该国17674人死亡、72879人受伤。奥克塔伊还表示，过去24小时内有121名幸存者被从废墟中救出。除了城市，政府同样重视农村的搜救工作。俄乌局势1、俄国家原子能集团总裁：愿继续推进在扎波罗热核电站建立安全区相关工作俄罗斯国家原子能集团总裁利哈乔夫在与国际原子能机构总干事格罗西会晤后表示，俄罗斯始终认为保障核电站安全至关重要，俄方愿继续就在扎波罗热核电站建立安全区推进相关工作。俄罗斯国家原子能集团和国际原子能机构同意继续就此进行接触，并在多领域开展合作。2、乌克兰基辅一座工厂发生爆炸 已致4人死亡乌克兰基辅军政管理局当地时间9日称，基辅一座工厂当天发生爆炸，已造成4人死亡。基辅军政管理局没有说明引起爆炸的原因。3、俄联邦财政部今年将把国家福利基金中的欧元份额清零俄罗斯财政部副部长弗拉基米尔•克雷切夫表示，2023年俄罗斯财政部把国家福利基金中的欧元份额清零，该基金将只剩下黄金、人民币和卢布。 (俄罗斯卫星通讯社)公司新闻1、微软已解散工业元宇宙应用团队据一位直接了解此事的人士透露，微软已经解散了仅成立四个月的元宇宙应用团队，该团队旨在帮助客户在工业环境中使用元宇宙。这位知情人士说，该团队约100名员工已全部被解雇。2、行业内首例！格芯与通用达成长期直接供货协议美东时间周四，通用汽车与格芯(GlobalFoundries)联合宣布，两家公司达成了一项长期协议，格芯将为通用直接供应芯片，以免后者再度面临芯片短缺的困境。两家公司称这一协议还是行业内的首例，据这两家公司称，格芯将在其位于纽约州北部的半导体工厂为通用汽车建立专门的生产能力。3、爆赚560亿美元之后埃克森美孚计划重组业务部门据媒体最新报道，埃克森美孚计划合并业务部门，作为正在进行的公司重组的一部分，预计将削减成本并进行一些裁员。据一份埃克森美孚发送给员工的备忘录显示，这家石油公司计划组建三个新机构，今年晚些时候，公司将把几个规模较小的部门，如金融服务、采购和客户服务部门合并在一起。据悉，埃克森美孚石油将首次创建全球能源交易部门，并将在5月份创建新的供应链组织，名为“埃克森美孚供应链组织(EMSC)”。埃克森美孚近期发布的财报显示，公司2022年净利润为560亿美元，这一年度利润创下西方石油行业历史新高。4、迪士尼传奇CEO：只打算留两年 流媒体代表着未来当地时间周四，迪士尼CEO罗伯特·艾格表示，他不打算在CEO职位上任职超过两年，流媒体代表着未来，是公司重点发展的业务。艾格于去年11月重掌迪士尼，他的回归让外界对迪士尼的未来重拾信心。作为迪士尼公司史上的传奇CEO，艾格于2005年10月成为公司首席执行官，并于2020年2月卸任。不过，艾格周四在接受采访时表示：“我的计划是在这里呆两年，这是我的合同上写的，是我与董事会达成的协议，也是我的偏好。”5、商品贸易巨头托克遭遇镍交易骗局 损失最高可达5.77亿美元当地时间周四，全球商品和原油贸易巨头托克（Trafigura）在官网发布声明，披露公司在镍交易过程中碰上了一起骗局。在声明中，托克指控称，公司发现迪拜金属商人Prateek Gupta控制的一系列公司在交易镍金属的过程中实施“系统性欺诈”。通过初步核查该公司发货的集装箱，发现里面装的根本就不是镍。考虑到更多的集装箱正在运输过程中，公司预期最多可能造成5.77亿美元的损失，并将计入2023年上半年的财报中。","news_type":1,"symbols_score_info":{"IEI":0.9,"BND":0.9,".IXIC":0.9,"ZFmain":0.9,"NQmain":0.9,"ZTmain":0.9,"UBmain":0.9,"TNmain":0.9,"QLD":0.9,"SQQQ":0.9,"TQQQ":0.9,"ZBmain":0.9,"03086":0.9,"QQQ":0.9,"ZNmain":0.9,"MNQmain":0.9,"PSQ":0.9,"TLT":0.9}},"isVote":1,"tweetType":1,"viewCount":5811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339821,"gmtCreate":1675988306164,"gmtModify":1675988309500,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339821","repostId":"1149929280","repostType":4,"repost":{"id":"1149929280","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":1675987217,"share":"https://ttm.financial/m/news/1149929280?lang=en_US&edition=fundamental","pubTime":"2023-02-10 08:00","market":"us","language":"zh","title":"Last Night and This Morning | US Treasury bonds warned of a recession, the Nasdaq fell more than 1%, while Chinese concept stocks remained strong.","url":"https://stock-news.laohu8.com/highlight/detail?id=1149929280","media":"老虎资讯综合","summary":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌","content":"<p><html><head></head><body>Abstract: ① US Treasury bonds warned of a recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>While Chinese concept stocks fell by more than 4%, they remained strong and rose. ② Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial metaverse Applications team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Market</p><p>1. US Treasury bonds warn of recession, Nasdaq closes down over 1%, Google falls another over 4%</p><p>On Thursday, Eastern Time, under pressure from rising U.S. Treasury yields and hawkish comments from the Federal Reserve, the market found little reason to continue pushing up the stock market, and all three major U.S. stock indexes closed lower. Google's parent company, Alphabet, fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to focus on corporate earnings reports and the Federal Reserve's monetary policy outlook. At the close of trading, the Nasdaq index fell 1.02%; The Dow Jones Industrial Average fell 0.73%; The S&P 500 fell 0.88%.</p><p>Most major tech stocks fell, with MetaPlatforms down more than 3%, and Microsoft...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell more than 1%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock rose more than 6% at one point during trading, but ultimately closed up 3% after U.S. regulators confirmed that the fatal Model S crash in Texas was unrelated to Tesla's Autopilot assistance features. After plunging more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in a demonstration. Insurance and automobile manufacturing sectors rose, with BlueBird up nearly 30% and Avonfly Reinsurance Group up more than 6%.</p><p>On February 9, Credit Suisse released its latest quarterly financial report, which once again surprised many. In the fourth quarter of last year, Credit Suisse's net loss widened quarter-on-quarter to CHF 1.39 billion (approximately HKD 11.9 billion, RMB 10.266 billion), marking the fifth consecutive quarter of losses. As a result, Credit Suisse's US-listed shares closed down more than 15%.</p><p>2. Chinese concept stocks bucked the trend and rose<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, with the Nasdaq China Golden Dragon Index gaining 1.10%. iQiyi rose more than 8%.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose more than 5%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 3%.<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 1%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>A slight increase.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell more than 2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 1%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Douyu</a>It fell slightly.</p><p>3. Major European stock indices generally closed higher, with Germany's DAX 30 up 0.72%.</p><p>Major European stock indices closed higher on Thursday, with Germany's DAX 30 up 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 rose 0.96%, and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven consecutive weeks, ending a three-day winning streak for crude oil futures.</p><p>Inventory data rose for the seventh consecutive week, while crude oil futures fell back to close lower after rising for three consecutive trading days.</p><p>West Texas Intermediate crude oil futures for March delivery on the New York Mercantile Exchange fell 41 cents, or 0.52%, to settle at $78.06 a barrel.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April delivery, fell 59 cents to $84.50 a barrel on the European Futures Exchange, down 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday.</p><p>On Thursday, gold for April delivery on the New York Mercantile Exchange fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce. Gold futures had risen for three consecutive trading days, hitting their highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. US Treasury bonds warn of recession! The U.S. Treasury Bond yield curve has hit its worst inversion since 1981.</p><p>Important US Treasury yield curves – the 2-year and benchmark 10-year US Treasury yields have hit their worst inversion since 1981, signaling a possible economic recession in the next year or so. Federal Reserve officials continue their hawkish stance, following the Fed's third-in-command.<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin reiterated the need for tightening on Thursday, stating that it was important to ensure inflation reached its target while continuing rate hike, and that the Fed needed to adhere to its path of combating inflation.</p><p>2. Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Dmitry Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, senior American investigative journalist and Pulitzer Prize winner Seymour Hersh, citing sources familiar with the matter, accused the Biden administration of orchestrating the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesperson for the U.S. National Security Council stating that Hersh's report about the Nord Stream pipeline explosion was \"completely false and fabricated.\"</p><p>Peskov stated that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and that the world deserves to know the truth. However, he also stated that it is wrong to regard Hersh's article as the primary source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed for selling coal at a discount and short selling, finally beginning to affect the real economy.</p><p>According to media reports on Thursday, citing sources familiar with the matter, commodity trading tycoon Adani Group is offering customers discounted coal, a move that may be a move by the company to accelerate turnover under pressure.</p><p>After being \"attacked\" by Wall Street short sellers at the end of January, Gautam Adani, who was once the world's second-richest man at the end of last year, lost more than $100 billion in net worth. His position has dropped to 17th globally on the latest Forbes Real-Time Rich List. Adani Group has consistently denied allegations from short sellers that it used overseas entities to manipulate stock prices and commit financial fraud, but the volatility in the capital market means that the problem is far from over.</p><p>Although the company did not explicitly state its motivation for offering discounts, nor was it the only manufacturer in the market to offer discounts, this move clearly indicates that the company is eager to quickly convert inventory into cash.</p><p>4. Turkish Vice President: The strong earthquake has caused 17,674 deaths in the country.</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 in the country. Oktay also stated that 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches great importance to search and rescue work in rural areas.</p><p>Russia-Ukraine situation</p><p>1. President of the Russian State Atomic Energy Corporation: Willing to continue advancing work related to establishing a safe zone at the Zaporizhzhia nuclear power plant.</p><p>Following a meeting with International Atomic Energy Agency Director General Grossi, Russian State Atomic Energy Corporation CEO Likhachev stated that Russia has always considered ensuring the safety of nuclear power plants to be of paramount importance and is willing to continue working on establishing a safe zone at the Zaporizhzhia nuclear power plant. The Russian State Atomic Energy Corporation and the International Atomic Energy Agency agreed to continue contacts on this issue and to cooperate in multiple fields.</p><p>2. An explosion at a factory in Kyiv, Ukraine, has killed four people.</p><p>The Kyiv Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred at a factory in Kyiv that day, killing four people. The Kyiv Military and Political Administration did not specify the cause of the explosion.</p><p>3. The Russian Federal Ministry of Finance will eliminate the euro share in the state welfare fund this year.</p><p>Russian Deputy Finance Minister Vladimir Krechev stated that in 2023, the Russian Finance Ministry will eliminate the euro share in the National Welfare Fund, leaving only gold, the yuan, and the ruble. (Sputnik News Agency)</p><p>Company News</p><p>1. Microsoft has disbanded its Industrial metaverse application team.</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its metaverse applications team, which was only four months old and aimed to help customers use the metaverse in industrial environments. The person familiar with the matter said that the team's approximately 100 employees have all been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday, Eastern Time,<a href=\"https://laohu8.com/S/GM\">general motors</a>In a joint announcement with GlobalFoundries, the two companies reached a long-term agreement under which GlobalFoundries will directly supply chips to General Motors to prevent the latter from facing a chip shortage again. The two companies said the agreement is the first of its kind in the industry. According to the two companies, GlobalFoundries will establish dedicated production capacity for General Motors at its semiconductor factory in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure its business units after making a $56 billion profit.</a></p><p>According to the latest media reports, ExxonMobil plans to merge its business units as part of an ongoing corporate restructuring, which is expected to cut costs and make some layoffs.</p><p>According to a memo sent to employees by ExxonMobil, the oil company plans to form three new organizations, and later this year, the company will merge several smaller divisions, such as financial services, procurement, and customer service. It is reported that ExxonMobil Oil will create its first global energy trading division and will create a new supply chain organization in May, named \"ExxonMobil Supply Chain Organization (EMSC)\".</p><p>ExxonMobil's recent financial report shows that the company's net profit in 2022 was $56 billion, a record high.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney's legendary CEO: He only plans to stay for two years; streaming represents the future.</a></p><p>On Thursday local time, Disney CEO Robert Iger said he does not intend to serve as CEO for more than two years, stating that streaming represents the future and is a key business for the company. Iger returned to Disney last November, and his return has restored confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview on Thursday, \"My plan is to stay here for two years. It's written in my contract, it's an agreement I reached with the board, and it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Toker suffered losses of up to $577 million due to a nickel trading scam.</a></p><p>On Thursday local time, Trafigura, a global commodities and crude oil trading giant, released a statement on its official website disclosing that the company had encountered a scam during nickel trading.</p><p>In its statement, Toker alleged that the company discovered a series of companies controlled by Dubai metals trader Prateek Gupta committing “systematic fraud” in the process of trading nickel metal. A preliminary inspection of the containers shipped by the company revealed that they did not contain nickel at all. Given that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in its financial report for the first half of 2023.</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>Last Night and This Morning | US Treasury bonds warned of a recession, the Nasdaq fell more than 1%, while Chinese concept stocks remained strong.</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\">\nLast Night and This Morning | US Treasury bonds warned of a recession, the Nasdaq fell more than 1%, while Chinese concept stocks remained strong.\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\">2023-02-10 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① US Treasury bonds warned of a recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>While Chinese concept stocks fell by more than 4%, they remained strong and rose. ② Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial metaverse Applications team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Market</p><p>1. US Treasury bonds warn of recession, Nasdaq closes down over 1%, Google falls another over 4%</p><p>On Thursday, Eastern Time, under pressure from rising U.S. Treasury yields and hawkish comments from the Federal Reserve, the market found little reason to continue pushing up the stock market, and all three major U.S. stock indexes closed lower. Google's parent company, Alphabet, fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to focus on corporate earnings reports and the Federal Reserve's monetary policy outlook. At the close of trading, the Nasdaq index fell 1.02%; The Dow Jones Industrial Average fell 0.73%; The S&P 500 fell 0.88%.</p><p>Most major tech stocks fell, with MetaPlatforms down more than 3%, and Microsoft...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell more than 1%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock rose more than 6% at one point during trading, but ultimately closed up 3% after U.S. regulators confirmed that the fatal Model S crash in Texas was unrelated to Tesla's Autopilot assistance features. After plunging more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in a demonstration. Insurance and automobile manufacturing sectors rose, with BlueBird up nearly 30% and Avonfly Reinsurance Group up more than 6%.</p><p>On February 9, Credit Suisse released its latest quarterly financial report, which once again surprised many. In the fourth quarter of last year, Credit Suisse's net loss widened quarter-on-quarter to CHF 1.39 billion (approximately HKD 11.9 billion, RMB 10.266 billion), marking the fifth consecutive quarter of losses. As a result, Credit Suisse's US-listed shares closed down more than 15%.</p><p>2. Chinese concept stocks bucked the trend and rose<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, with the Nasdaq China Golden Dragon Index gaining 1.10%. iQiyi rose more than 8%.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose more than 5%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 3%.<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 1%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>A slight increase.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell more than 2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 1%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Douyu</a>It fell slightly.</p><p>3. Major European stock indices generally closed higher, with Germany's DAX 30 up 0.72%.</p><p>Major European stock indices closed higher on Thursday, with Germany's DAX 30 up 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 rose 0.96%, and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven consecutive weeks, ending a three-day winning streak for crude oil futures.</p><p>Inventory data rose for the seventh consecutive week, while crude oil futures fell back to close lower after rising for three consecutive trading days.</p><p>West Texas Intermediate crude oil futures for March delivery on the New York Mercantile Exchange fell 41 cents, or 0.52%, to settle at $78.06 a barrel.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April delivery, fell 59 cents to $84.50 a barrel on the European Futures Exchange, down 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday.</p><p>On Thursday, gold for April delivery on the New York Mercantile Exchange fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce. Gold futures had risen for three consecutive trading days, hitting their highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. US Treasury bonds warn of recession! The U.S. Treasury Bond yield curve has hit its worst inversion since 1981.</p><p>Important US Treasury yield curves – the 2-year and benchmark 10-year US Treasury yields have hit their worst inversion since 1981, signaling a possible economic recession in the next year or so. Federal Reserve officials continue their hawkish stance, following the Fed's third-in-command.<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin reiterated the need for tightening on Thursday, stating that it was important to ensure inflation reached its target while continuing rate hike, and that the Fed needed to adhere to its path of combating inflation.</p><p>2. Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Dmitry Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, senior American investigative journalist and Pulitzer Prize winner Seymour Hersh, citing sources familiar with the matter, accused the Biden administration of orchestrating the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesperson for the U.S. National Security Council stating that Hersh's report about the Nord Stream pipeline explosion was \"completely false and fabricated.\"</p><p>Peskov stated that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and that the world deserves to know the truth. However, he also stated that it is wrong to regard Hersh's article as the primary source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed for selling coal at a discount and short selling, finally beginning to affect the real economy.</p><p>According to media reports on Thursday, citing sources familiar with the matter, commodity trading tycoon Adani Group is offering customers discounted coal, a move that may be a move by the company to accelerate turnover under pressure.</p><p>After being \"attacked\" by Wall Street short sellers at the end of January, Gautam Adani, who was once the world's second-richest man at the end of last year, lost more than $100 billion in net worth. His position has dropped to 17th globally on the latest Forbes Real-Time Rich List. Adani Group has consistently denied allegations from short sellers that it used overseas entities to manipulate stock prices and commit financial fraud, but the volatility in the capital market means that the problem is far from over.</p><p>Although the company did not explicitly state its motivation for offering discounts, nor was it the only manufacturer in the market to offer discounts, this move clearly indicates that the company is eager to quickly convert inventory into cash.</p><p>4. Turkish Vice President: The strong earthquake has caused 17,674 deaths in the country.</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 in the country. Oktay also stated that 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches great importance to search and rescue work in rural areas.</p><p>Russia-Ukraine situation</p><p>1. President of the Russian State Atomic Energy Corporation: Willing to continue advancing work related to establishing a safe zone at the Zaporizhzhia nuclear power plant.</p><p>Following a meeting with International Atomic Energy Agency Director General Grossi, Russian State Atomic Energy Corporation CEO Likhachev stated that Russia has always considered ensuring the safety of nuclear power plants to be of paramount importance and is willing to continue working on establishing a safe zone at the Zaporizhzhia nuclear power plant. The Russian State Atomic Energy Corporation and the International Atomic Energy Agency agreed to continue contacts on this issue and to cooperate in multiple fields.</p><p>2. An explosion at a factory in Kyiv, Ukraine, has killed four people.</p><p>The Kyiv Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred at a factory in Kyiv that day, killing four people. The Kyiv Military and Political Administration did not specify the cause of the explosion.</p><p>3. The Russian Federal Ministry of Finance will eliminate the euro share in the state welfare fund this year.</p><p>Russian Deputy Finance Minister Vladimir Krechev stated that in 2023, the Russian Finance Ministry will eliminate the euro share in the National Welfare Fund, leaving only gold, the yuan, and the ruble. (Sputnik News Agency)</p><p>Company News</p><p>1. Microsoft has disbanded its Industrial metaverse application team.</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its metaverse applications team, which was only four months old and aimed to help customers use the metaverse in industrial environments. The person familiar with the matter said that the team's approximately 100 employees have all been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday, Eastern Time,<a href=\"https://laohu8.com/S/GM\">general motors</a>In a joint announcement with GlobalFoundries, the two companies reached a long-term agreement under which GlobalFoundries will directly supply chips to General Motors to prevent the latter from facing a chip shortage again. The two companies said the agreement is the first of its kind in the industry. According to the two companies, GlobalFoundries will establish dedicated production capacity for General Motors at its semiconductor factory in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure its business units after making a $56 billion profit.</a></p><p>According to the latest media reports, ExxonMobil plans to merge its business units as part of an ongoing corporate restructuring, which is expected to cut costs and make some layoffs.</p><p>According to a memo sent to employees by ExxonMobil, the oil company plans to form three new organizations, and later this year, the company will merge several smaller divisions, such as financial services, procurement, and customer service. It is reported that ExxonMobil Oil will create its first global energy trading division and will create a new supply chain organization in May, named \"ExxonMobil Supply Chain Organization (EMSC)\".</p><p>ExxonMobil's recent financial report shows that the company's net profit in 2022 was $56 billion, a record high.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney's legendary CEO: He only plans to stay for two years; streaming represents the future.</a></p><p>On Thursday local time, Disney CEO Robert Iger said he does not intend to serve as CEO for more than two years, stating that streaming represents the future and is a key business for the company. Iger returned to Disney last November, and his return has restored confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview on Thursday, \"My plan is to stay here for two years. It's written in my contract, it's an agreement I reached with the board, and it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Toker suffered losses of up to $577 million due to a nickel trading scam.</a></p><p>On Thursday local time, Trafigura, a global commodities and crude oil trading giant, released a statement on its official website disclosing that the company had encountered a scam during nickel trading.</p><p>In its statement, Toker alleged that the company discovered a series of companies controlled by Dubai metals trader Prateek Gupta committing “systematic fraud” in the process of trading nickel metal. A preliminary inspection of the containers shipped by the company revealed that they did not contain nickel at all. Given that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in its financial report for the first half of 2023.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4561":"索罗斯持仓","BK4550":"红杉资本持仓","03086":"华夏纳指","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TLT":"20+年以上美国国债ETF-iShares",".IXIC":"NASDAQ Composite","IEI":"iShares Barclays 3-7 Year Trea","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","BND":"债券指数ETF-Vanguard美国"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149929280","content_text":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌再跌逾4%美东时间周四，在美债收益率上升和美联储鹰派言论的压力下，市场找不到太多理由继续推高股市，美股三大指数集体收跌。谷歌的母公司Alphabet连续第二日大跌，拖累纳指下滑。投资者继续关注企业财报与美联储的货币政策前景。截至收盘，纳斯达克指数跌幅为1.02%；道琼斯指数跌幅为0.73%；标普500指数跌幅为0.88%。大型科技股多数下跌，MetaPlatforms跌超3%，微软、亚马逊跌超1%，特斯拉盘中一度涨逾6%，不过最终收涨3%，此前美国监督管理机构确认德州ModelS致命车祸与特斯拉自动驾驶辅助功能无关。继昨日大跌逾7%之后，谷歌再度下跌逾4%，此前BardAI在演示中给出错误的回答。保险、汽车制造板块走高，BlueBird涨近30%，安富来再保险集团涨超6%。2月9日，瑞信公布的最新季度财报，再次令人大跌眼镜。去年第四季，瑞信净亏损按季扩大至13.9亿瑞郎（约119亿港元，102.66亿元人民币），已连续第五个季度出现亏损。受此影响，瑞信美股收盘大跌超15%。2、中概股逆势上扬爱奇艺涨超8%热门中概股多数上涨，纳斯达克中国金龙指数涨1.10%。爱奇艺涨超8%，知乎涨超5%，阿里巴巴涨超3%，微博、拼多多、唯品会涨超1%，网易、理想汽车、京东小幅上涨。百度跌超2%，蔚来、小鹏汽车跌超1%，哔哩哔哩、斗鱼小幅下跌。3、欧股主要指数收盘普涨德国DAX30指数涨0.72%欧股主要指数周四收盘普涨，德国DAX30指数涨0.72%，英国富时100指数涨0.33%，法国CAC40指数涨0.96%，欧洲斯托克50指数涨0.97%。4、库存数据七周连涨 原油期货终结三日连涨走势库存数据连续七周上涨，原油期货在连续三个交易日上涨后回落收跌。纽约商品交易所3月交货的西德克萨斯中质原油期货下跌41美分，跌幅0.52％收于每桶78.06美元。洲际交易所欧洲期货交易所4月份全球基准布伦特原油期货下跌59美分，至每桶84.50美元跌幅0.69％。5、周四纽约黄金期货价格收跌0.7%周四，纽约商品交易所4月交割的黄金价格下跌12.20美元，跌幅约0.7%，收于每盎司1878.50美元。此前黄金期货已连续三个交易日上涨，周三创2月2日以来的最高收盘价。宏观新闻1、美债示警衰退！美国国债收益率曲线创1981年来最严重倒挂重要美债收益率曲线——2年和基准10年期美债收益率刷新1981年来最严重倒挂程度，释放了未来一年左右可能经济衰退的信号。美联储官员继续“放鹰”，继美联储三把手威廉姆斯等官员后，周四里士满联储主席巴尔金又强调要紧缩，称为保证通胀降至目标而继续加息很重要，联储需要坚持抗通胀的道路。2、美国一手策划了北溪管道爆炸？克宫：世界必须得知真相当地时间周四（2月9日），俄罗斯克里姆林宫发言人佩斯科夫表示，世界必须了解北溪管道爆炸事件的真相。当地时间周三，美国资深调查记者、普利策奖得主西摩·赫什以知情人士为消息源，在一篇文章中指认美国拜登政府一手策划了北溪管道爆炸事件。白宫当天对此进行了回应，美国国家安全委员会发言人称，赫什发表的关于北溪管道爆炸的报道“完全是虚假和虚构的”。佩斯科夫表示，这凸显了对北溪管道爆炸事件进行国际调查的重要性，世界理应知道真相。不过他也表示，将赫什的文章视为有关爆炸事件真相的主要消息来源是错误的。3、前亚洲首富被曝折价卖煤做空事件终于开始影响实体经济据媒体周四援引知情人士报道，商品贸易大亨阿达尼集团正向客户提供折价的煤炭，此举或是公司在压力影响下加快周转率的举措。经历1月底华尔街空头“袭击”后，去年年底财富值一度高居全球第二的高塔姆·阿达尼身家蒸发逾千亿美元。在最新的福布斯实时富豪榜上，他的位置已经跌至全球第17位。面对空头对其利用海外实体操纵股价、财务造假的指控，阿达尼集团始终坚决否认，但资本市场的摇摆不定意味着问题远远没有到结束的时候。虽然公司没有明说提供折扣的动机，同时也不是市场上唯一打折的生产商，但这一举动清晰表明公司渴望将库存快速转变为现金。4、土耳其副总统：强震已造成该国17674人死亡当地时间周四，土耳其副总统奥克塔伊表示，强震已造成该国17674人死亡、72879人受伤。奥克塔伊还表示，过去24小时内有121名幸存者被从废墟中救出。除了城市，政府同样重视农村的搜救工作。俄乌局势1、俄国家原子能集团总裁：愿继续推进在扎波罗热核电站建立安全区相关工作俄罗斯国家原子能集团总裁利哈乔夫在与国际原子能机构总干事格罗西会晤后表示，俄罗斯始终认为保障核电站安全至关重要，俄方愿继续就在扎波罗热核电站建立安全区推进相关工作。俄罗斯国家原子能集团和国际原子能机构同意继续就此进行接触，并在多领域开展合作。2、乌克兰基辅一座工厂发生爆炸 已致4人死亡乌克兰基辅军政管理局当地时间9日称，基辅一座工厂当天发生爆炸，已造成4人死亡。基辅军政管理局没有说明引起爆炸的原因。3、俄联邦财政部今年将把国家福利基金中的欧元份额清零俄罗斯财政部副部长弗拉基米尔•克雷切夫表示，2023年俄罗斯财政部把国家福利基金中的欧元份额清零，该基金将只剩下黄金、人民币和卢布。 (俄罗斯卫星通讯社)公司新闻1、微软已解散工业元宇宙应用团队据一位直接了解此事的人士透露，微软已经解散了仅成立四个月的元宇宙应用团队，该团队旨在帮助客户在工业环境中使用元宇宙。这位知情人士说，该团队约100名员工已全部被解雇。2、行业内首例！格芯与通用达成长期直接供货协议美东时间周四，通用汽车与格芯(GlobalFoundries)联合宣布，两家公司达成了一项长期协议，格芯将为通用直接供应芯片，以免后者再度面临芯片短缺的困境。两家公司称这一协议还是行业内的首例，据这两家公司称，格芯将在其位于纽约州北部的半导体工厂为通用汽车建立专门的生产能力。3、爆赚560亿美元之后埃克森美孚计划重组业务部门据媒体最新报道，埃克森美孚计划合并业务部门，作为正在进行的公司重组的一部分，预计将削减成本并进行一些裁员。据一份埃克森美孚发送给员工的备忘录显示，这家石油公司计划组建三个新机构，今年晚些时候，公司将把几个规模较小的部门，如金融服务、采购和客户服务部门合并在一起。据悉，埃克森美孚石油将首次创建全球能源交易部门，并将在5月份创建新的供应链组织，名为“埃克森美孚供应链组织(EMSC)”。埃克森美孚近期发布的财报显示，公司2022年净利润为560亿美元，这一年度利润创下西方石油行业历史新高。4、迪士尼传奇CEO：只打算留两年 流媒体代表着未来当地时间周四，迪士尼CEO罗伯特·艾格表示，他不打算在CEO职位上任职超过两年，流媒体代表着未来，是公司重点发展的业务。艾格于去年11月重掌迪士尼，他的回归让外界对迪士尼的未来重拾信心。作为迪士尼公司史上的传奇CEO，艾格于2005年10月成为公司首席执行官，并于2020年2月卸任。不过，艾格周四在接受采访时表示：“我的计划是在这里呆两年，这是我的合同上写的，是我与董事会达成的协议，也是我的偏好。”5、商品贸易巨头托克遭遇镍交易骗局 损失最高可达5.77亿美元当地时间周四，全球商品和原油贸易巨头托克（Trafigura）在官网发布声明，披露公司在镍交易过程中碰上了一起骗局。在声明中，托克指控称，公司发现迪拜金属商人Prateek Gupta控制的一系列公司在交易镍金属的过程中实施“系统性欺诈”。通过初步核查该公司发货的集装箱，发现里面装的根本就不是镍。考虑到更多的集装箱正在运输过程中，公司预期最多可能造成5.77亿美元的损失，并将计入2023年上半年的财报中。","news_type":1,"symbols_score_info":{"IEI":0.9,"BND":0.9,".IXIC":0.9,"ZFmain":0.9,"NQmain":0.9,"ZTmain":0.9,"UBmain":0.9,"TNmain":0.9,"QLD":0.9,"SQQQ":0.9,"TQQQ":0.9,"ZBmain":0.9,"03086":0.9,"QQQ":0.9,"ZNmain":0.9,"MNQmain":0.9,"PSQ":0.9,"TLT":0.9}},"isVote":1,"tweetType":1,"viewCount":5058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339178,"gmtCreate":1675988260695,"gmtModify":1675988264284,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"&nbsp;👍","listText":"&nbsp;👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339178","repostId":"1149929280","repostType":2,"repost":{"id":"1149929280","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":1675987217,"share":"https://ttm.financial/m/news/1149929280?lang=en_US&edition=fundamental","pubTime":"2023-02-10 08:00","market":"us","language":"zh","title":"Last Night and This Morning | US Treasury bonds warned of a recession, the Nasdaq fell more than 1%, while Chinese concept stocks remained strong.","url":"https://stock-news.laohu8.com/highlight/detail?id=1149929280","media":"老虎资讯综合","summary":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌","content":"<p><html><head></head><body>Abstract: ① US Treasury bonds warned of a recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>While Chinese concept stocks fell by more than 4%, they remained strong and rose. ② Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial metaverse Applications team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Market</p><p>1. US Treasury bonds warn of recession, Nasdaq closes down over 1%, Google falls another over 4%</p><p>On Thursday, Eastern Time, under pressure from rising U.S. Treasury yields and hawkish comments from the Federal Reserve, the market found little reason to continue pushing up the stock market, and all three major U.S. stock indexes closed lower. Google's parent company, Alphabet, fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to focus on corporate earnings reports and the Federal Reserve's monetary policy outlook. At the close of trading, the Nasdaq index fell 1.02%; The Dow Jones Industrial Average fell 0.73%; The S&P 500 fell 0.88%.</p><p>Most major tech stocks fell, with MetaPlatforms down more than 3%, and Microsoft...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell more than 1%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock rose more than 6% at one point during trading, but ultimately closed up 3% after U.S. regulators confirmed that the fatal Model S crash in Texas was unrelated to Tesla's Autopilot assistance features. After plunging more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in a demonstration. Insurance and automobile manufacturing sectors rose, with BlueBird up nearly 30% and Avonfly Reinsurance Group up more than 6%.</p><p>On February 9, Credit Suisse released its latest quarterly financial report, which once again surprised many. In the fourth quarter of last year, Credit Suisse's net loss widened quarter-on-quarter to CHF 1.39 billion (approximately HKD 11.9 billion, RMB 10.266 billion), marking the fifth consecutive quarter of losses. As a result, Credit Suisse's US-listed shares closed down more than 15%.</p><p>2. Chinese concept stocks bucked the trend and rose<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, with the Nasdaq China Golden Dragon Index gaining 1.10%. iQiyi rose more than 8%.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose more than 5%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 3%.<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 1%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>A slight increase.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell more than 2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 1%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Douyu</a>It fell slightly.</p><p>3. Major European stock indices generally closed higher, with Germany's DAX 30 up 0.72%.</p><p>Major European stock indices closed higher on Thursday, with Germany's DAX 30 up 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 rose 0.96%, and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven consecutive weeks, ending a three-day winning streak for crude oil futures.</p><p>Inventory data rose for the seventh consecutive week, while crude oil futures fell back to close lower after rising for three consecutive trading days.</p><p>West Texas Intermediate crude oil futures for March delivery on the New York Mercantile Exchange fell 41 cents, or 0.52%, to settle at $78.06 a barrel.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April delivery, fell 59 cents to $84.50 a barrel on the European Futures Exchange, down 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday.</p><p>On Thursday, gold for April delivery on the New York Mercantile Exchange fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce. Gold futures had risen for three consecutive trading days, hitting their highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. US Treasury bonds warn of recession! The U.S. Treasury Bond yield curve has hit its worst inversion since 1981.</p><p>Important US Treasury yield curves – the 2-year and benchmark 10-year US Treasury yields have hit their worst inversion since 1981, signaling a possible economic recession in the next year or so. Federal Reserve officials continue their hawkish stance, following the Fed's third-in-command.<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin reiterated the need for tightening on Thursday, stating that it was important to ensure inflation reached its target while continuing rate hike, and that the Fed needed to adhere to its path of combating inflation.</p><p>2. Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Dmitry Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, senior American investigative journalist and Pulitzer Prize winner Seymour Hersh, citing sources familiar with the matter, accused the Biden administration of orchestrating the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesperson for the U.S. National Security Council stating that Hersh's report about the Nord Stream pipeline explosion was \"completely false and fabricated.\"</p><p>Peskov stated that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and that the world deserves to know the truth. However, he also stated that it is wrong to regard Hersh's article as the primary source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed for selling coal at a discount and short selling, finally beginning to affect the real economy.</p><p>According to media reports on Thursday, citing sources familiar with the matter, commodity trading tycoon Adani Group is offering customers discounted coal, a move that may be a move by the company to accelerate turnover under pressure.</p><p>After being \"attacked\" by Wall Street short sellers at the end of January, Gautam Adani, who was once the world's second-richest man at the end of last year, lost more than $100 billion in net worth. His position has dropped to 17th globally on the latest Forbes Real-Time Rich List. Adani Group has consistently denied allegations from short sellers that it used overseas entities to manipulate stock prices and commit financial fraud, but the volatility in the capital market means that the problem is far from over.</p><p>Although the company did not explicitly state its motivation for offering discounts, nor was it the only manufacturer in the market to offer discounts, this move clearly indicates that the company is eager to quickly convert inventory into cash.</p><p>4. Turkish Vice President: The strong earthquake has caused 17,674 deaths in the country.</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 in the country. Oktay also stated that 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches great importance to search and rescue work in rural areas.</p><p>Russia-Ukraine situation</p><p>1. President of the Russian State Atomic Energy Corporation: Willing to continue advancing work related to establishing a safe zone at the Zaporizhzhia nuclear power plant.</p><p>Following a meeting with International Atomic Energy Agency Director General Grossi, Russian State Atomic Energy Corporation CEO Likhachev stated that Russia has always considered ensuring the safety of nuclear power plants to be of paramount importance and is willing to continue working on establishing a safe zone at the Zaporizhzhia nuclear power plant. The Russian State Atomic Energy Corporation and the International Atomic Energy Agency agreed to continue contacts on this issue and to cooperate in multiple fields.</p><p>2. An explosion at a factory in Kyiv, Ukraine, has killed four people.</p><p>The Kyiv Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred at a factory in Kyiv that day, killing four people. The Kyiv Military and Political Administration did not specify the cause of the explosion.</p><p>3. The Russian Federal Ministry of Finance will eliminate the euro share in the state welfare fund this year.</p><p>Russian Deputy Finance Minister Vladimir Krechev stated that in 2023, the Russian Finance Ministry will eliminate the euro share in the National Welfare Fund, leaving only gold, the yuan, and the ruble. (Sputnik News Agency)</p><p>Company News</p><p>1. Microsoft has disbanded its Industrial metaverse application team.</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its metaverse applications team, which was only four months old and aimed to help customers use the metaverse in industrial environments. The person familiar with the matter said that the team's approximately 100 employees have all been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday, Eastern Time,<a href=\"https://laohu8.com/S/GM\">general motors</a>In a joint announcement with GlobalFoundries, the two companies reached a long-term agreement under which GlobalFoundries will directly supply chips to General Motors to prevent the latter from facing a chip shortage again. The two companies said the agreement is the first of its kind in the industry. According to the two companies, GlobalFoundries will establish dedicated production capacity for General Motors at its semiconductor factory in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure its business units after making a $56 billion profit.</a></p><p>According to the latest media reports, ExxonMobil plans to merge its business units as part of an ongoing corporate restructuring, which is expected to cut costs and make some layoffs.</p><p>According to a memo sent to employees by ExxonMobil, the oil company plans to form three new organizations, and later this year, the company will merge several smaller divisions, such as financial services, procurement, and customer service. It is reported that ExxonMobil Oil will create its first global energy trading division and will create a new supply chain organization in May, named \"ExxonMobil Supply Chain Organization (EMSC)\".</p><p>ExxonMobil's recent financial report shows that the company's net profit in 2022 was $56 billion, a record high.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney's legendary CEO: He only plans to stay for two years; streaming represents the future.</a></p><p>On Thursday local time, Disney CEO Robert Iger said he does not intend to serve as CEO for more than two years, stating that streaming represents the future and is a key business for the company. Iger returned to Disney last November, and his return has restored confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview on Thursday, \"My plan is to stay here for two years. It's written in my contract, it's an agreement I reached with the board, and it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Toker suffered losses of up to $577 million due to a nickel trading scam.</a></p><p>On Thursday local time, Trafigura, a global commodities and crude oil trading giant, released a statement on its official website disclosing that the company had encountered a scam during nickel trading.</p><p>In its statement, Toker alleged that the company discovered a series of companies controlled by Dubai metals trader Prateek Gupta committing “systematic fraud” in the process of trading nickel metal. A preliminary inspection of the containers shipped by the company revealed that they did not contain nickel at all. Given that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in its financial report for the first half of 2023.</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>Last Night and This Morning | US Treasury bonds warned of a recession, the Nasdaq fell more than 1%, while Chinese concept stocks remained strong.</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\">\nLast Night and This Morning | US Treasury bonds warned of a recession, the Nasdaq fell more than 1%, while Chinese concept stocks remained strong.\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\">2023-02-10 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① US Treasury bonds warned of a recession, and the Nasdaq closed down more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>While Chinese concept stocks fell by more than 4%, they remained strong and rose. ② Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial metaverse Applications team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Market</p><p>1. US Treasury bonds warn of recession, Nasdaq closes down over 1%, Google falls another over 4%</p><p>On Thursday, Eastern Time, under pressure from rising U.S. Treasury yields and hawkish comments from the Federal Reserve, the market found little reason to continue pushing up the stock market, and all three major U.S. stock indexes closed lower. Google's parent company, Alphabet, fell sharply for the second consecutive day, dragging down the Nasdaq. Investors continue to focus on corporate earnings reports and the Federal Reserve's monetary policy outlook. At the close of trading, the Nasdaq index fell 1.02%; The Dow Jones Industrial Average fell 0.73%; The S&P 500 fell 0.88%.</p><p>Most major tech stocks fell, with MetaPlatforms down more than 3%, and Microsoft...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell more than 1%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock rose more than 6% at one point during trading, but ultimately closed up 3% after U.S. regulators confirmed that the fatal Model S crash in Texas was unrelated to Tesla's Autopilot assistance features. After plunging more than 7% yesterday, Google fell more than 4% again after BardAI gave the wrong answer in a demonstration. Insurance and automobile manufacturing sectors rose, with BlueBird up nearly 30% and Avonfly Reinsurance Group up more than 6%.</p><p>On February 9, Credit Suisse released its latest quarterly financial report, which once again surprised many. In the fourth quarter of last year, Credit Suisse's net loss widened quarter-on-quarter to CHF 1.39 billion (approximately HKD 11.9 billion, RMB 10.266 billion), marking the fifth consecutive quarter of losses. As a result, Credit Suisse's US-listed shares closed down more than 15%.</p><p>2. Chinese concept stocks bucked the trend and rose<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up more than 8%</p><p>Most popular Chinese concept stocks rose, with the Nasdaq China Golden Dragon Index gaining 1.10%. iQiyi rose more than 8%.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose more than 5%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 3%.<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It rose more than 1%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>A slight increase.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell more than 2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 1%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Douyu</a>It fell slightly.</p><p>3. Major European stock indices generally closed higher, with Germany's DAX 30 up 0.72%.</p><p>Major European stock indices closed higher on Thursday, with Germany's DAX 30 up 0.72%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 rose 0.96%, and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven consecutive weeks, ending a three-day winning streak for crude oil futures.</p><p>Inventory data rose for the seventh consecutive week, while crude oil futures fell back to close lower after rising for three consecutive trading days.</p><p>West Texas Intermediate crude oil futures for March delivery on the New York Mercantile Exchange fell 41 cents, or 0.52%, to settle at $78.06 a barrel.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April delivery, fell 59 cents to $84.50 a barrel on the European Futures Exchange, down 0.69%.</p><p>5. New York gold futures prices closed down 0.7% on Thursday.</p><p>On Thursday, gold for April delivery on the New York Mercantile Exchange fell $12.20, or about 0.7%, to settle at $1,878.50 an ounce. Gold futures had risen for three consecutive trading days, hitting their highest closing price since February 2 on Wednesday.</p><p>Macro News</p><p>1. US Treasury bonds warn of recession! The U.S. Treasury Bond yield curve has hit its worst inversion since 1981.</p><p>Important US Treasury yield curves – the 2-year and benchmark 10-year US Treasury yields have hit their worst inversion since 1981, signaling a possible economic recession in the next year or so. Federal Reserve officials continue their hawkish stance, following the Fed's third-in-command.<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, Richmond Fed President Barkin reiterated the need for tightening on Thursday, stating that it was important to ensure inflation reached its target while continuing rate hike, and that the Fed needed to adhere to its path of combating inflation.</p><p>2. Did the United States orchestrate the Nord Stream pipeline explosion? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Dmitry Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, senior American investigative journalist and Pulitzer Prize winner Seymour Hersh, citing sources familiar with the matter, accused the Biden administration of orchestrating the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesperson for the U.S. National Security Council stating that Hersh's report about the Nord Stream pipeline explosion was \"completely false and fabricated.\"</p><p>Peskov stated that this highlights the importance of an international investigation into the Nord Stream pipeline explosion, and that the world deserves to know the truth. However, he also stated that it is wrong to regard Hersh's article as the primary source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed for selling coal at a discount and short selling, finally beginning to affect the real economy.</p><p>According to media reports on Thursday, citing sources familiar with the matter, commodity trading tycoon Adani Group is offering customers discounted coal, a move that may be a move by the company to accelerate turnover under pressure.</p><p>After being \"attacked\" by Wall Street short sellers at the end of January, Gautam Adani, who was once the world's second-richest man at the end of last year, lost more than $100 billion in net worth. His position has dropped to 17th globally on the latest Forbes Real-Time Rich List. Adani Group has consistently denied allegations from short sellers that it used overseas entities to manipulate stock prices and commit financial fraud, but the volatility in the capital market means that the problem is far from over.</p><p>Although the company did not explicitly state its motivation for offering discounts, nor was it the only manufacturer in the market to offer discounts, this move clearly indicates that the company is eager to quickly convert inventory into cash.</p><p>4. Turkish Vice President: The strong earthquake has caused 17,674 deaths in the country.</p><p>On Thursday local time, Turkish Vice President Oktay said that the strong earthquake had killed 17,674 people and injured 72,879 in the country. Oktay also stated that 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches great importance to search and rescue work in rural areas.</p><p>Russia-Ukraine situation</p><p>1. President of the Russian State Atomic Energy Corporation: Willing to continue advancing work related to establishing a safe zone at the Zaporizhzhia nuclear power plant.</p><p>Following a meeting with International Atomic Energy Agency Director General Grossi, Russian State Atomic Energy Corporation CEO Likhachev stated that Russia has always considered ensuring the safety of nuclear power plants to be of paramount importance and is willing to continue working on establishing a safe zone at the Zaporizhzhia nuclear power plant. The Russian State Atomic Energy Corporation and the International Atomic Energy Agency agreed to continue contacts on this issue and to cooperate in multiple fields.</p><p>2. An explosion at a factory in Kyiv, Ukraine, has killed four people.</p><p>The Kyiv Military and Political Administration of Ukraine said on the 9th local time that an explosion occurred at a factory in Kyiv that day, killing four people. The Kyiv Military and Political Administration did not specify the cause of the explosion.</p><p>3. The Russian Federal Ministry of Finance will eliminate the euro share in the state welfare fund this year.</p><p>Russian Deputy Finance Minister Vladimir Krechev stated that in 2023, the Russian Finance Ministry will eliminate the euro share in the National Welfare Fund, leaving only gold, the yuan, and the ruble. (Sputnik News Agency)</p><p>Company News</p><p>1. Microsoft has disbanded its Industrial metaverse application team.</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its metaverse applications team, which was only four months old and aimed to help customers use the metaverse in industrial environments. The person familiar with the matter said that the team's approximately 100 employees have all been laid off.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first case in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>Thursday, Eastern Time,<a href=\"https://laohu8.com/S/GM\">general motors</a>In a joint announcement with GlobalFoundries, the two companies reached a long-term agreement under which GlobalFoundries will directly supply chips to General Motors to prevent the latter from facing a chip shortage again. The two companies said the agreement is the first of its kind in the industry. According to the two companies, GlobalFoundries will establish dedicated production capacity for General Motors at its semiconductor factory in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure its business units after making a $56 billion profit.</a></p><p>According to the latest media reports, ExxonMobil plans to merge its business units as part of an ongoing corporate restructuring, which is expected to cut costs and make some layoffs.</p><p>According to a memo sent to employees by ExxonMobil, the oil company plans to form three new organizations, and later this year, the company will merge several smaller divisions, such as financial services, procurement, and customer service. It is reported that ExxonMobil Oil will create its first global energy trading division and will create a new supply chain organization in May, named \"ExxonMobil Supply Chain Organization (EMSC)\".</p><p>ExxonMobil's recent financial report shows that the company's net profit in 2022 was $56 billion, a record high.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>A record high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney's legendary CEO: He only plans to stay for two years; streaming represents the future.</a></p><p>On Thursday local time, Disney CEO Robert Iger said he does not intend to serve as CEO for more than two years, stating that streaming represents the future and is a key business for the company. Iger returned to Disney last November, and his return has restored confidence in Disney's future. As a legendary CEO in Disney's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview on Thursday, \"My plan is to stay here for two years. It's written in my contract, it's an agreement I reached with the board, and it's my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Toker suffered losses of up to $577 million due to a nickel trading scam.</a></p><p>On Thursday local time, Trafigura, a global commodities and crude oil trading giant, released a statement on its official website disclosing that the company had encountered a scam during nickel trading.</p><p>In its statement, Toker alleged that the company discovered a series of companies controlled by Dubai metals trader Prateek Gupta committing “systematic fraud” in the process of trading nickel metal. A preliminary inspection of the containers shipped by the company revealed that they did not contain nickel at all. Given that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in its financial report for the first half of 2023.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4561":"索罗斯持仓","BK4550":"红杉资本持仓","03086":"华夏纳指","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TLT":"20+年以上美国国债ETF-iShares",".IXIC":"NASDAQ Composite","IEI":"iShares Barclays 3-7 Year Trea","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","BND":"债券指数ETF-Vanguard美国"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149929280","content_text":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌再跌逾4%美东时间周四，在美债收益率上升和美联储鹰派言论的压力下，市场找不到太多理由继续推高股市，美股三大指数集体收跌。谷歌的母公司Alphabet连续第二日大跌，拖累纳指下滑。投资者继续关注企业财报与美联储的货币政策前景。截至收盘，纳斯达克指数跌幅为1.02%；道琼斯指数跌幅为0.73%；标普500指数跌幅为0.88%。大型科技股多数下跌，MetaPlatforms跌超3%，微软、亚马逊跌超1%，特斯拉盘中一度涨逾6%，不过最终收涨3%，此前美国监督管理机构确认德州ModelS致命车祸与特斯拉自动驾驶辅助功能无关。继昨日大跌逾7%之后，谷歌再度下跌逾4%，此前BardAI在演示中给出错误的回答。保险、汽车制造板块走高，BlueBird涨近30%，安富来再保险集团涨超6%。2月9日，瑞信公布的最新季度财报，再次令人大跌眼镜。去年第四季，瑞信净亏损按季扩大至13.9亿瑞郎（约119亿港元，102.66亿元人民币），已连续第五个季度出现亏损。受此影响，瑞信美股收盘大跌超15%。2、中概股逆势上扬爱奇艺涨超8%热门中概股多数上涨，纳斯达克中国金龙指数涨1.10%。爱奇艺涨超8%，知乎涨超5%，阿里巴巴涨超3%，微博、拼多多、唯品会涨超1%，网易、理想汽车、京东小幅上涨。百度跌超2%，蔚来、小鹏汽车跌超1%，哔哩哔哩、斗鱼小幅下跌。3、欧股主要指数收盘普涨德国DAX30指数涨0.72%欧股主要指数周四收盘普涨，德国DAX30指数涨0.72%，英国富时100指数涨0.33%，法国CAC40指数涨0.96%，欧洲斯托克50指数涨0.97%。4、库存数据七周连涨 原油期货终结三日连涨走势库存数据连续七周上涨，原油期货在连续三个交易日上涨后回落收跌。纽约商品交易所3月交货的西德克萨斯中质原油期货下跌41美分，跌幅0.52％收于每桶78.06美元。洲际交易所欧洲期货交易所4月份全球基准布伦特原油期货下跌59美分，至每桶84.50美元跌幅0.69％。5、周四纽约黄金期货价格收跌0.7%周四，纽约商品交易所4月交割的黄金价格下跌12.20美元，跌幅约0.7%，收于每盎司1878.50美元。此前黄金期货已连续三个交易日上涨，周三创2月2日以来的最高收盘价。宏观新闻1、美债示警衰退！美国国债收益率曲线创1981年来最严重倒挂重要美债收益率曲线——2年和基准10年期美债收益率刷新1981年来最严重倒挂程度，释放了未来一年左右可能经济衰退的信号。美联储官员继续“放鹰”，继美联储三把手威廉姆斯等官员后，周四里士满联储主席巴尔金又强调要紧缩，称为保证通胀降至目标而继续加息很重要，联储需要坚持抗通胀的道路。2、美国一手策划了北溪管道爆炸？克宫：世界必须得知真相当地时间周四（2月9日），俄罗斯克里姆林宫发言人佩斯科夫表示，世界必须了解北溪管道爆炸事件的真相。当地时间周三，美国资深调查记者、普利策奖得主西摩·赫什以知情人士为消息源，在一篇文章中指认美国拜登政府一手策划了北溪管道爆炸事件。白宫当天对此进行了回应，美国国家安全委员会发言人称，赫什发表的关于北溪管道爆炸的报道“完全是虚假和虚构的”。佩斯科夫表示，这凸显了对北溪管道爆炸事件进行国际调查的重要性，世界理应知道真相。不过他也表示，将赫什的文章视为有关爆炸事件真相的主要消息来源是错误的。3、前亚洲首富被曝折价卖煤做空事件终于开始影响实体经济据媒体周四援引知情人士报道，商品贸易大亨阿达尼集团正向客户提供折价的煤炭，此举或是公司在压力影响下加快周转率的举措。经历1月底华尔街空头“袭击”后，去年年底财富值一度高居全球第二的高塔姆·阿达尼身家蒸发逾千亿美元。在最新的福布斯实时富豪榜上，他的位置已经跌至全球第17位。面对空头对其利用海外实体操纵股价、财务造假的指控，阿达尼集团始终坚决否认，但资本市场的摇摆不定意味着问题远远没有到结束的时候。虽然公司没有明说提供折扣的动机，同时也不是市场上唯一打折的生产商，但这一举动清晰表明公司渴望将库存快速转变为现金。4、土耳其副总统：强震已造成该国17674人死亡当地时间周四，土耳其副总统奥克塔伊表示，强震已造成该国17674人死亡、72879人受伤。奥克塔伊还表示，过去24小时内有121名幸存者被从废墟中救出。除了城市，政府同样重视农村的搜救工作。俄乌局势1、俄国家原子能集团总裁：愿继续推进在扎波罗热核电站建立安全区相关工作俄罗斯国家原子能集团总裁利哈乔夫在与国际原子能机构总干事格罗西会晤后表示，俄罗斯始终认为保障核电站安全至关重要，俄方愿继续就在扎波罗热核电站建立安全区推进相关工作。俄罗斯国家原子能集团和国际原子能机构同意继续就此进行接触，并在多领域开展合作。2、乌克兰基辅一座工厂发生爆炸 已致4人死亡乌克兰基辅军政管理局当地时间9日称，基辅一座工厂当天发生爆炸，已造成4人死亡。基辅军政管理局没有说明引起爆炸的原因。3、俄联邦财政部今年将把国家福利基金中的欧元份额清零俄罗斯财政部副部长弗拉基米尔•克雷切夫表示，2023年俄罗斯财政部把国家福利基金中的欧元份额清零，该基金将只剩下黄金、人民币和卢布。 (俄罗斯卫星通讯社)公司新闻1、微软已解散工业元宇宙应用团队据一位直接了解此事的人士透露，微软已经解散了仅成立四个月的元宇宙应用团队，该团队旨在帮助客户在工业环境中使用元宇宙。这位知情人士说，该团队约100名员工已全部被解雇。2、行业内首例！格芯与通用达成长期直接供货协议美东时间周四，通用汽车与格芯(GlobalFoundries)联合宣布，两家公司达成了一项长期协议，格芯将为通用直接供应芯片，以免后者再度面临芯片短缺的困境。两家公司称这一协议还是行业内的首例，据这两家公司称，格芯将在其位于纽约州北部的半导体工厂为通用汽车建立专门的生产能力。3、爆赚560亿美元之后埃克森美孚计划重组业务部门据媒体最新报道，埃克森美孚计划合并业务部门，作为正在进行的公司重组的一部分，预计将削减成本并进行一些裁员。据一份埃克森美孚发送给员工的备忘录显示，这家石油公司计划组建三个新机构，今年晚些时候，公司将把几个规模较小的部门，如金融服务、采购和客户服务部门合并在一起。据悉，埃克森美孚石油将首次创建全球能源交易部门，并将在5月份创建新的供应链组织，名为“埃克森美孚供应链组织(EMSC)”。埃克森美孚近期发布的财报显示，公司2022年净利润为560亿美元，这一年度利润创下西方石油行业历史新高。4、迪士尼传奇CEO：只打算留两年 流媒体代表着未来当地时间周四，迪士尼CEO罗伯特·艾格表示，他不打算在CEO职位上任职超过两年，流媒体代表着未来，是公司重点发展的业务。艾格于去年11月重掌迪士尼，他的回归让外界对迪士尼的未来重拾信心。作为迪士尼公司史上的传奇CEO，艾格于2005年10月成为公司首席执行官，并于2020年2月卸任。不过，艾格周四在接受采访时表示：“我的计划是在这里呆两年，这是我的合同上写的，是我与董事会达成的协议，也是我的偏好。”5、商品贸易巨头托克遭遇镍交易骗局 损失最高可达5.77亿美元当地时间周四，全球商品和原油贸易巨头托克（Trafigura）在官网发布声明，披露公司在镍交易过程中碰上了一起骗局。在声明中，托克指控称，公司发现迪拜金属商人Prateek Gupta控制的一系列公司在交易镍金属的过程中实施“系统性欺诈”。通过初步核查该公司发货的集装箱，发现里面装的根本就不是镍。考虑到更多的集装箱正在运输过程中，公司预期最多可能造成5.77亿美元的损失，并将计入2023年上半年的财报中。","news_type":1,"symbols_score_info":{"IEI":0.9,"BND":0.9,".IXIC":0.9,"ZFmain":0.9,"NQmain":0.9,"ZTmain":0.9,"UBmain":0.9,"TNmain":0.9,"QLD":0.9,"SQQQ":0.9,"TQQQ":0.9,"ZBmain":0.9,"03086":0.9,"QQQ":0.9,"ZNmain":0.9,"MNQmain":0.9,"PSQ":0.9,"TLT":0.9}},"isVote":1,"tweetType":1,"viewCount":4668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955902763,"gmtCreate":1675124956252,"gmtModify":1676538976964,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955902763","repostId":"2307739544","repostType":4,"repost":{"id":"2307739544","kind":"highlight","pubTimestamp":1675120250,"share":"https://ttm.financial/m/news/2307739544?lang=en_US&edition=fundamental","pubTime":"2023-01-31 07:10","market":"us","language":"zh","title":"Even Samsung, the king of memory chips, couldn't hold on! Production cuts are reportedly being considered due to huge losses in Q1","url":"https://stock-news.laohu8.com/highlight/detail?id=2307739544","media":"华尔街见闻","summary":"媒体指出，三星及其对手每生产一块存储芯片都在亏损，预计今年合计营业亏损将达到创纪录的50亿美元，同时，体现需求的指标库存水平已增长两倍多，达到创纪录高位。","content":"<p><html><head></head><body>Media reports indicate that Samsung and its competitors are losing money with every memory chip they produce, and their combined operating losses are expected to reach a record $5 billion this year. Meanwhile, inventory levels, an indicator of demand, have more than tripled to a record high. Due to oversupply, customer order cancellations, and a sharp drop in chip prices, the $160 billion memory chip industry is experiencing a historic collapse, even for industry giants.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It's also difficult to remain unaffected.</p><p>On Monday local time, South Korean media reported that the world's largest chip, smartphone, and display manufacturer may record a huge operating loss in the first quarter of 2023.<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>They are considering cutting DRAM and NAND chip production.</p><p>The above news means that Samsung will change its consistent stance of producing as planned. In October 2022, Samsung executives stated that they would stick to the production plan while advancing chip manufacturing technology in order to overcome the industry difficulties of oversupply and widen the technological gap with competitors.</p><p>However, news on Monday indicated that Samsung is considering following its competitors' example by cutting capital expenditures and production in order to support falling chip prices and alleviate oversupply, as the industry slowdown may exceed expectations.</p><p>One day after the above news broke, Samsung will release its financial report for the fourth quarter of 2022 this Tuesday. Samsung's fourth-quarter guidance released earlier this month shows that operating profit for the quarter is expected to fall to 4.3 trillion won from 13.87 trillion won in the same period of 2021, a year-on-year decrease of nearly 69%, or more than two-thirds, while sales are expected to fall by about 9% year-on-year to 70 trillion won.</p><p>At the time, media estimates suggested that this guidance meant that Samsung's fourth-quarter profits could hit at least an eight-year low as the global economic downturn hit its core businesses of chip manufacturing and consumer technology products.</p><p>On Monday, media outlets pointed out that due to its diversified business, Samsung may be the only major memory chip manufacturer that has not been severely damaged, but Samsung's semiconductor business also faces the prospect of losses. Samsung has so far rarely commented on the near-term prospects of the memory chip industry. Although Samsung has not made much statement, the entire industry is already experiencing an unprecedented crisis.</p><p>Media reports indicate that Samsung and its competitors are losing money with every chip they produce, and their combined operating losses are expected to reach a record $5 billion this year. Meanwhile, inventory levels, a key indicator of memory chip demand, have more than tripled to a record high, equivalent to three to four months' supply.</p><p>Worse still, industry insiders predict that the chip price crash will continue into the first half of this year. For chip manufacturers that are already cutting investment and laying off employees, this is undoubtedly adding insult to injury.</p><p>Some industry analysts predict that following a price plunge of more than 20% in the fourth quarter of last year compared to the third quarter, the average price of memory chips used in the two major categories of everyday electronic products, smartphones and personal computers (PCs) and televisions, will fall by double digits in the first quarter of this year.</p><p>Before Samsung released its financial report, several major chip manufacturers—American...<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/WDC\">Western Data</a>South Korea's Hynix and Japan's Kioxia have both announced plans to either cut investment aimed at expanding production capacity or reduce production to avoid exacerbating oversupply. In December, Micron Technology announced that in addition to reducing production, it would also cut budgets for new factories and equipment.</p><p>Greg Roh, head of technology research at South Korean brokerage firm HMC Investment & Securities, said that sales of chip equipment companies will plummet by about 30% to 50%, which is not a normal situation.</p><p>A Citigroup Global Markets research report suggests that Samsung is increasingly likely to adjust its chip supply by significantly cutting investment, as memory chip prices have fallen more than expected, potentially pushing Samsung's profitability below its break-even point.</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>Even Samsung, the king of memory chips, couldn't hold on! Production cuts are reportedly being considered due to huge losses in Q1</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nEven Samsung, the king of memory chips, couldn't hold on! Production cuts are reportedly being considered due to huge losses in Q1\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\">2023-01-31 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Media reports indicate that Samsung and its competitors are losing money with every memory chip they produce, and their combined operating losses are expected to reach a record $5 billion this year. Meanwhile, inventory levels, an indicator of demand, have more than tripled to a record high. Due to oversupply, customer order cancellations, and a sharp drop in chip prices, the $160 billion memory chip industry is experiencing a historic collapse, even for industry giants.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It's also difficult to remain unaffected.</p><p>On Monday local time, South Korean media reported that the world's largest chip, smartphone, and display manufacturer may record a huge operating loss in the first quarter of 2023.<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>They are considering cutting DRAM and NAND chip production.</p><p>The above news means that Samsung will change its consistent stance of producing as planned. In October 2022, Samsung executives stated that they would stick to the production plan while advancing chip manufacturing technology in order to overcome the industry difficulties of oversupply and widen the technological gap with competitors.</p><p>However, news on Monday indicated that Samsung is considering following its competitors' example by cutting capital expenditures and production in order to support falling chip prices and alleviate oversupply, as the industry slowdown may exceed expectations.</p><p>One day after the above news broke, Samsung will release its financial report for the fourth quarter of 2022 this Tuesday. Samsung's fourth-quarter guidance released earlier this month shows that operating profit for the quarter is expected to fall to 4.3 trillion won from 13.87 trillion won in the same period of 2021, a year-on-year decrease of nearly 69%, or more than two-thirds, while sales are expected to fall by about 9% year-on-year to 70 trillion won.</p><p>At the time, media estimates suggested that this guidance meant that Samsung's fourth-quarter profits could hit at least an eight-year low as the global economic downturn hit its core businesses of chip manufacturing and consumer technology products.</p><p>On Monday, media outlets pointed out that due to its diversified business, Samsung may be the only major memory chip manufacturer that has not been severely damaged, but Samsung's semiconductor business also faces the prospect of losses. Samsung has so far rarely commented on the near-term prospects of the memory chip industry. Although Samsung has not made much statement, the entire industry is already experiencing an unprecedented crisis.</p><p>Media reports indicate that Samsung and its competitors are losing money with every chip they produce, and their combined operating losses are expected to reach a record $5 billion this year. Meanwhile, inventory levels, a key indicator of memory chip demand, have more than tripled to a record high, equivalent to three to four months' supply.</p><p>Worse still, industry insiders predict that the chip price crash will continue into the first half of this year. For chip manufacturers that are already cutting investment and laying off employees, this is undoubtedly adding insult to injury.</p><p>Some industry analysts predict that following a price plunge of more than 20% in the fourth quarter of last year compared to the third quarter, the average price of memory chips used in the two major categories of everyday electronic products, smartphones and personal computers (PCs) and televisions, will fall by double digits in the first quarter of this year.</p><p>Before Samsung released its financial report, several major chip manufacturers—American...<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/WDC\">Western Data</a>South Korea's Hynix and Japan's Kioxia have both announced plans to either cut investment aimed at expanding production capacity or reduce production to avoid exacerbating oversupply. In December, Micron Technology announced that in addition to reducing production, it would also cut budgets for new factories and equipment.</p><p>Greg Roh, head of technology research at South Korean brokerage firm HMC Investment & Securities, said that sales of chip equipment companies will plummet by about 30% to 50%, which is not a normal situation.</p><p>A Citigroup Global Markets research report suggests that Samsung is increasingly likely to adjust its chip supply by significantly cutting investment, as memory chip prices have fallen more than expected, potentially pushing Samsung's profitability below its break-even point.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3680770\">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/ca9834d2f9d948cb03c8f5144959c624","relate_stocks":{"BK4527":"明星科技股","BK4512":"苹果概念","BK4575":"芯片概念","BK4553":"喜马拉雅资本持仓","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4579":"人工智能","BK4566":"资本集团","PC":"Premium Catering (Holdings) Ltd.","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","MU":"美光科技","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3680770","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307739544","content_text":"媒体指出，三星及其对手每生产一块存储芯片都在亏损，预计今年合计营业亏损将达到创纪录的50亿美元，同时，体现需求的指标库存水平已增长两倍多，达到创纪录高位。因为供过于求、客户砍单、芯片价格暴跌，1600亿美元规模的存储芯片行业正在遭遇历史性的崩溃，即使是业内巨头三星也难以独善其身。当地时间本周一，韩国媒体消息称，因2023年第一季度可能录得巨额营业亏损，全球最大的芯片、智能手机和显示屏生产商三星电子正考虑削减DRAM和NAND芯片产量。以上消息意味着三星将改变一贯按计划生产的立场。2022年10月，三星的高管曾表示将坚持生产计划不变，同时推进芯片制造技术，以此渡过供应过剩的行业难关，并拉大与竞争对手的技术差距。但本周一的消息称，由于行业放缓程度可能超出预期，三星目前考虑效仿竞争对手削减资本支出和产量，以此支撑不断下跌的芯片价格，并缓解供应过剩。传出以上消息一天后，本周二，三星就将发布2022年第四季度的财报。本月初三星公布的四季度指引显示，当季营业利润料将从2021年同期的13.87万亿韩元降至4.3万亿韩元，同比下降近69%，降幅超过三分之二，销售额同比下降约9%至70万亿韩元。当时媒体估算，这一指引意味着，由于全球经济下滑打击三星的核心业务芯片生产和消费类科技产品，三星四季度的盈利可能至少创八年来新低。本周一媒体指出，因为业务多元化，三星可能是相对而言唯一没有元气大伤的存储芯片大厂，但三星的半导体业务也面临亏损的前景。三星迄今为止很少评价存储芯片业的近期前景。尽管三星不怎么表态，但整个行业已经在经历史无前例的危机。媒体称，三星及其对手每生产一块芯片都在亏损，预计今年他们的合计营业亏损将达到创纪录的50亿美元。同时，体现存储芯片需求的关键指标——库存水平已经增长两倍多，达到创纪录的高位，相当于三到四个月的供应量。更为糟糕的是，业内预测，芯片价格暴跌将持续到今年上半年。对已经要削减投资和裁员的芯片厂商来说，这无疑是雪上加霜。一些行业分析师预计，继去年第四季度环比三季度价格暴跌超过20%之后，今年第一季度，用于智能手机和个人电脑（PC）及电视这两大类日常电子产品的存储芯片均价还将都有两位数大跌。在三星发布财报前，多家芯片大厂——美国的美光科技、西部数据、韩国的海力士、日本的铠侠都公布计划，要么削减旨在扩大产能的投资，要么减产，避免加剧供应过剩。12月美光科技称，除了减产，还要削减新工厂和设备的预算。韩国券商HMC Investment & Securities的科技研究主管Greg Roh称，芯片设备公司的销售额将锐减约30%到50%，这不是正常的形势。花旗全球市场的研究报告认为，三星通过大幅削减投资来调整芯片供应的可能性正在增加，因为内存芯片价格超预期下跌降，三星的盈利能力可能被压低至“盈亏平衡点”以下。","news_type":1,"symbols_score_info":{"MU":0.67,"PC":1}},"isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955902450,"gmtCreate":1675124939770,"gmtModify":1676538976964,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955902450","repostId":"1108048333","repostType":4,"repost":{"id":"1108048333","kind":"news","pubTimestamp":1675120543,"share":"https://ttm.financial/m/news/1108048333?lang=en_US&edition=fundamental","pubTime":"2023-01-31 07:15","market":"hk","language":"zh","title":"Ming-Chi Kuo: Foldable iPad may be released next year; Apple may not release any new products this year.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108048333","media":"华尔街见闻","summary":"摘要：苹果“预言帝”郭明錤发推称，可折叠iPad将配备碳纤维材质的支撑架，苏州安洁科技将因此受益。他对2023年iPad出货量持保守态度，乐观看待2024年可折叠iPad前景，认为将有利于出货。1月3","content":"<p><html><head></head><body>Abstract: Apple's \"prophet\" Ming-Chi Kuo tweeted that the foldable iPad will be equipped with a carbon fiber support frame, which will benefit Suzhou Anjie Technology. He is conservative about iPad shipments in 2023 and optimistic about the prospects for foldable iPads in 2024, believing that it will be beneficial to shipments. On Monday, January 30, Ming-Chi Kuo, Apple's \"prophet\" and a senior technology analyst at TF International, tweeted that Apple may not release a new iPad in the next 9 to 12 months, as a foldable iPad may be released in 2024.</p><p>Ming-Chi Kuo's tweet reads:</p><p>\"Anjie Technology is a new beneficiary of the newly designed foldable iPad. The new iPad Mini is more likely to enter mass production in the first quarter of 2024, so there may be no new iPad releases for the next 9 to 12 months. We are conservative about iPad shipments in 2023, expecting shipments to decline by 10% to 15% compared to 2022.\" However, I am optimistic about the foldable iPad in 2024, expecting this new model to boost shipments and improve the product structure. Ming-Chi Kuo also stated that, according to his latest research, the foldable iPad will be equipped with a carbon fiber support frame, which can make the support frame lighter and more durable. Anjie Technology, a Suzhou-based company listed on the Shenzhen Stock Exchange, is a polishing and bonding supplier of this type of support frame. The company is expected to continue to benefit from the new trend of foldable iPad equipment support frames in the future.</p><p><img src=\"https://static.tigerbbs.com/eefa0399cf85308bfd35d18f9f159170\" tg-width=\"549\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Media reports indicate that Ming-Chi Kuo's forecast is consistent with a report from analytics firm CCS Insight in October 2022. The report predicts that Apple will launch a foldable iPad before launching a foldable iPhone.</p><p>In 2021, Ming-Chi Kuo predicted that a foldable iPhone would be launched in 2024, and now he predicts that a foldable iPad will be launched in 2024.</p><p>Previously, display industry analyst Ross Yong predicted that Apple was testing a foldable iPad display of approximately 20 inches. However, Yong predicts that the foldable iPad will not be available until 2026 or 2027.</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>Ming-Chi Kuo: Foldable iPad may be released next year; Apple may not release any new products this year.</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\">\nMing-Chi Kuo: Foldable iPad may be released next year; Apple may not release any new products this year.\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\">2023-01-31 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Apple's \"prophet\" Ming-Chi Kuo tweeted that the foldable iPad will be equipped with a carbon fiber support frame, which will benefit Suzhou Anjie Technology. He is conservative about iPad shipments in 2023 and optimistic about the prospects for foldable iPads in 2024, believing that it will be beneficial to shipments. On Monday, January 30, Ming-Chi Kuo, Apple's \"prophet\" and a senior technology analyst at TF International, tweeted that Apple may not release a new iPad in the next 9 to 12 months, as a foldable iPad may be released in 2024.</p><p>Ming-Chi Kuo's tweet reads:</p><p>\"Anjie Technology is a new beneficiary of the newly designed foldable iPad. The new iPad Mini is more likely to enter mass production in the first quarter of 2024, so there may be no new iPad releases for the next 9 to 12 months. We are conservative about iPad shipments in 2023, expecting shipments to decline by 10% to 15% compared to 2022.\" However, I am optimistic about the foldable iPad in 2024, expecting this new model to boost shipments and improve the product structure. Ming-Chi Kuo also stated that, according to his latest research, the foldable iPad will be equipped with a carbon fiber support frame, which can make the support frame lighter and more durable. Anjie Technology, a Suzhou-based company listed on the Shenzhen Stock Exchange, is a polishing and bonding supplier of this type of support frame. The company is expected to continue to benefit from the new trend of foldable iPad equipment support frames in the future.</p><p><img src=\"https://static.tigerbbs.com/eefa0399cf85308bfd35d18f9f159170\" tg-width=\"549\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Media reports indicate that Ming-Chi Kuo's forecast is consistent with a report from analytics firm CCS Insight in October 2022. The report predicts that Apple will launch a foldable iPad before launching a foldable iPhone.</p><p>In 2021, Ming-Chi Kuo predicted that a foldable iPhone would be launched in 2024, and now he predicts that a foldable iPad will be launched in 2024.</p><p>Previously, display industry analyst Ross Yong predicted that Apple was testing a foldable iPad display of approximately 20 inches. However, Yong predicts that the foldable iPad will not be available until 2026 or 2027.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3680773\">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/b9f6b796b15f4d1feb01fe3864464b37","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3680773","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108048333","content_text":"摘要：苹果“预言帝”郭明錤发推称，可折叠iPad将配备碳纤维材质的支撑架，苏州安洁科技将因此受益。他对2023年iPad出货量持保守态度，乐观看待2024年可折叠iPad前景，认为将有利于出货。1月30日周一，苹果“预言帝” 、天风国际的资深科技业分析师郭明錤发推称，未来9到12个月，苹果公司可能不会发布iPad的新品，因为2024年可能发布可折叠的iPad。郭明錤的推文写道：“安洁科技是可折叠全新设计iPad的新受益者。新款iPad Mini较有可能2024年第一季度量产，因此，未来9到12个月，可能不会有iPad的新品发布。对2023年iPad出货量持保守态度，预计出货将同比2022年下降10%到15%。不过，我对2024年的可折叠iPad持乐观态度，预计这款新机型将有利于出货量，并改善产品结构。”郭明錤还称，根据他的最新调查，可折叠iPad将配备碳纤维材质的支撑架，这种材质可以让支撑架更轻、更耐用。深交所上市的苏州公司安洁科技是这种支撑架的抛光与贴合供应商，该公司未来有望持续受益于可折叠iPad装备支撑架的新趋势。媒体称，郭明錤的预测与分析公司CCS Insight 2022年10月的报告一致。该报告预计，在推出可折叠iPhone之前，苹果将先推出可折叠的iPad。2021年，郭明錤曾预测2024年将推出可折叠的iPhone，现在他又预测将在2024年推出可折叠的iPad。此前，显示屏行业分析师Ross Yong预称，苹果在测试大概20英寸的可折叠iPad显示屏。不过，Yong预计，可折叠的iPad要到2026年或者2027年才会问世。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955902234,"gmtCreate":1675124924828,"gmtModify":1676538976956,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955902234","repostId":"2307173954","repostType":4,"isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955902626,"gmtCreate":1675124912965,"gmtModify":1676538976956,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955902626","repostId":"2307735792","repostType":4,"repost":{"id":"2307735792","kind":"highlight","pubTimestamp":1675121232,"share":"https://ttm.financial/m/news/2307735792?lang=en_US&edition=fundamental","pubTime":"2023-01-31 07:27","market":"us","language":"zh","title":"Financial report warning! The three major airlines are expected to suffer combined losses exceeding 100 billion yuan, with the former pig farming giant suffering losses.","url":"https://stock-news.laohu8.com/highlight/detail?id=2307735792","media":"华尔街见闻","summary":"据媒体统计，截至1月30日22点，A股共有2055家上市公司对外披露2022年年度业绩预告，913家预喜，预喜比例为44.43%。438家公司预计2022年亏损过亿元，80家预计超过10亿元，中国国航、中国东航、南方航空等公司预计净利润亏损下限超过300亿元。","content":"<p><html><head></head><body>According to media statistics, as of 10 p.m. on January 30, a total of 2,055 A-share listed companies had disclosed their 2022 annual performance forecasts, of which 913 expected positive results, representing a positive forecast rate of 44.43%. 438 companies are expected to incur losses exceeding 100 million yuan in 2022, and 80 companies are expected to incur losses exceeding 1 billion yuan.<a href=\"https://laohu8.com/S/601111\">Air China</a>、<a href=\"https://laohu8.com/S/600115\">China Eastern</a>、<a href=\"https://laohu8.com/S/ZNH\">Southern Airlines</a>The company expects its net loss to exceed 30 billion yuan. On the evening of January 30, the disclosure of A-share companies' 2022 annual performance forecasts concluded.</p><p>According to statistics from the China Securities Journal, as of 10 p.m. on January 30, a total of 2,055 A-share listed companies had disclosed their 2022 annual performance forecasts, of which 913 expected positive results, representing a positive forecast rate of 44.43%. 438 companies are expected to incur losses exceeding 100 million yuan in 2022, and 80 companies are expected to incur losses exceeding 1 billion yuan.<a href=\"https://laohu8.com/S/601111\">Air China</a>、<a href=\"https://laohu8.com/S/600115\">China Eastern</a>、<a href=\"https://laohu8.com/S/ZNH\">Southern Airlines</a>The company expects its net loss to exceed 30 billion yuan. The decline in product demand due to factors such as the pandemic in their respective industries has led to a poor business climate, which is a major reason for the huge losses suffered by listed civil aviation companies.</p><p><h2>Civil aviation suffered significant losses in 2022.</h2>On Monday evening, January 30, major airlines successively released their 2022 performance forecasts. Air China, China Eastern Airlines, and China Southern Airlines are expected to suffer a combined loss of over 100 billion yuan in 2022, a significant increase in the scale of the losses compared to 2021. Other smaller listed airlines are also basically operating at a loss.</p><p>Among them,<a href=\"https://laohu8.com/S/00753\">Air China</a>The company expects a net loss of approximately RMB 37 billion to RMB 39.5 billion in 2022. China Eastern Airlines expects a net loss of 36 billion to 39 billion yuan in 2022;<a href=\"https://laohu8.com/S/600029\">Southern Airlines</a>The company expects a net loss of 30.3 billion to 33.2 billion yuan in 2022. In total, the three major airlines will suffer losses of 103.3 billion to 111.7 billion yuan in 2022.</p><p>Besides the three major airlines, other airlines also faced huge losses in 2022.</p><p>Among them, those who were removed from the delisting<a href=\"https://laohu8.com/S/600221\">HNA Holdings</a>It is also expected to record significant losses, with a projected loss of 18.5 billion to 22 billion yuan in 2022; Regional airlines<a href=\"https://laohu8.com/S/603885\">Juneyao Air</a>The company expects a net loss of 3.57 billion to 4.23 billion yuan in 2022. Low-cost airlines<a href=\"https://laohu8.com/S/601021\">Spring Air</a>The company expects to incur a loss of 2.35 billion to 2.6 billion yuan last year; Regional airline<a href=\"https://laohu8.com/S/002928\">Huaxia Airlines</a>The company expects to suffer a net loss of 1.7 billion to 1.98 billion yuan last year.</p><p>The National Civil Aviation Work Conference at the beginning of the year revealed that the entire industry suffered losses of 216 billion yuan in 2022.</p><p><h2>Declining demand, high oil prices, and exchange rate fluctuations contributed to losses in civil aviation.</h2>The latest earnings forecast shows that the reasons for the losses are roughly the same as those in the first three quarters of last year: declining demand, high oil prices, and RMB depreciation remain the main reasons for the listed airlines' expected losses for the whole year.</p><p><a href=\"https://laohu8.com/S/00753\">Air China</a>Called:</p><p>In 2022, passenger travel demand remained low due to the ongoing impact of the COVID-19 pandemic. The company's main base markets have been repeatedly impacted by the pandemic, especially in the Beijing market, where transportation capacity and total turnover have dropped to their lowest levels since the pandemic began. Meanwhile, due to multiple unfavorable factors such as high oil prices and exchange rate fluctuations, the company's operational improvement has become more difficult, and its main business-related investment companies have also been severely affected.<a href=\"https://laohu8.com/S/600029\">Southern Airlines</a>It was stated that during the period, the domestic civil aviation industry was affected by multiple shocks such as the recurring pandemic, high oil prices, and RMB depreciation, resulting in a severe and complex industry situation. In 2022, the company's capacity investment (available seat kilometers) and revenue passenger kilometers decreased by approximately 28.1% and 33.0% year-on-year, respectively, and by approximately 55.3% and 64.2% compared with 2019.</p><p><a href=\"https://laohu8.com/S/601021\">Spring Air</a>It was stated that the depth and duration of the impact of the COVID-19 pandemic on the civil aviation industry in 2022 exceeded expectations. Starting from the second quarter of 2022, the frequency of domestic outbreaks increased significantly, with Shanghai, Lanzhou, Xi'an, Xinjiang, Sanya and other places all affected by the pandemic. Among them, Shanghai, as Spring Airlines' main base, faced a long period of epidemic control in the second quarter. The severity and duration of the outbreak were unprecedented, which caused a major blow to the company's main air transport business. The daily flight volume and registered daily utilization rate both hit their lowest levels since the start of operations.</p><p>Last year, China's civil aviation industry fell into a prolonged downturn, with total civil aviation transport turnover reaching 59.93 billion ton-kilometers, 46.3% of the same period in 2019 before the pandemic, and passenger transport volume reaching 250 million, 38.1% of the same period in 2019.</p><p>Travel demand remained low, while exchange rate fluctuations and rising fuel prices further increased airlines' operating costs. All airlines stated in their announcements that exchange rate fluctuations and rising oil prices further exacerbated their losses.</p><p>Fuel is a significant cost for airlines, with fuel costs accounting for around 25% of all three major aviation companies in 2021. Since jet fuel is directly related to international oil prices and water quality, oil prices have a significant impact on airline costs. Take domestic crude oil spot prices as an example. Starting in the second half of 2020, oil prices fluctuated upwards and remained at a high level throughout 2022, leading to a significant increase in airline fuel costs.</p><p><h2>Civil aviation strives to break even in 2023.</h2>For 2023, the Civil Aviation Administration of China has set a goal of striving to achieve break-even.</p><p>With further optimization of epidemic prevention measures and a stable and improving macroeconomic situation, the civil aviation transportation market has become bottom out, and flight volume has shown a significant recovery trend. According to the operating data of listed airlines in December last year, the main operating indicators of major airlines have rebounded month-on-month, especially domestic routes, which had previously declined significantly, which have stopped falling and rebounded.</p><p>According to data from Flight Manager, during the first half of the 2023 Spring Festival travel rush (January 7 to 27), civil aviation nationwide operated 237,000 passenger flights, with an average of 11,297 flights per day, recovering to 76.3% of the same period in 2019 (domestically, it recovered to 90.3%).</p><p>In addition, Spring Airlines believes that with the lifting of entry and exit control measures such as \"five ones\", one country, one policy, and nucleic acid testing and centralized quarantine for all passengers upon entry, and the resumption of accepting and approving applications for entry and exit documents such as ordinary passports for Chinese citizens traveling abroad and visiting friends, the supply and demand in the international aviation market will be released simultaneously. In the near future, international air transport production is expected to maintain a steady recovery trend.</p><p>Several securities firms have recently expressed optimism about the post-pandemic recovery of civil aviation, such as...<a href=\"https://laohu8.com/S/600109\">Guojin Securities</a>It is stated that a slowdown in airline capacity growth is certain over the next two years. As demand recovers, a supply-demand gap will emerge, and coupled with the marketization of ticket prices, airline performance will rebound significantly. With the optimization of prevention and control measures and the accelerated recovery in flight volume, the elasticity of aviation profitability will be released. The recent decline in oil prices and the appreciation of the RMB exchange rate have also contributed to the recovery of performance.</p><p><h2>Former leading pig company<a href=\"https://laohu8.com/S/002157\">ZhengBang Technology</a>Last year, the loss exceeded 10 billion yuan.</h2>Former leading pig companies also released their earnings forecasts on January 30.<a href=\"https://laohu8.com/S/002157\">ZhengBang Technology</a>。 In 2022, ZhengBang Technology is expected to suffer a net loss of RMB 11 billion to RMB 13 billion, compared with a loss of RMB 18.82 billion in the same period of the previous year. The company expects a net loss of RMB 9.5 billion to RMB 11.5 billion after deducting non-recurring gains and losses, compared to a loss of RMB 18 billion in the same period last year.</p><p>In 2022, ZhengBang Technology expects basic earnings per share to be a loss of RMB 3.5106 to RMB 4.1489. The company reported a loss of 6.006 yuan per share in the same period last year.</p><p>Regarding the reasons for the performance change, ZhengBang Technology stated that during the reporting period, the company's pig farming segment sold 8.4465 million pigs, generating sales revenue of RMB 8.954 billion and a single selling price of RMB 1,060. Both the sales volume and sales price decreased compared to the previous year, mainly due to the decline in domestic pig market prices and the impact of the company's overall capital and slaughter strategy. Of these, 3.4788 million piglets were sold, with a single selling price of around 490 yuan, generating sales revenue of 1.705 billion yuan. The gross profit was a loss of around 500 million yuan. The gross profit was mainly due to the impact of the company's withdrawal from the farm to cull pregnant sows during the reporting period, as well as the company's insufficient funds affecting subsequent fattening. The high mortality rate of piglets caused by piglet packing. 4.9677 million commercial pigs were sold, generating sales revenue of 7.249 billion yuan, with an average weight of about 96 kg, a selling price of about 15 yuan/kg, and a gross loss of about 4 billion yuan. The main reason is that during the reporting period, the company faced huge financial pressure. In order to quickly recover funds, the premature slaughter of fattening pigs resulted in a severely low average weight, resulting in poor feeding performance such as feed-to-meat ratio and survival rate during the fattening stage.</p><p>However, the leading pig company<a href=\"https://laohu8.com/S/002714\">Muyuan Foods</a>The released 2022 annual performance forecast states that in 2022,<a href=\"https://laohu8.com/S/002714\">Muyuan Foods</a>The company expects operating revenue to be between RMB 122 billion and RMB 127 billion, compared to RMB 78.89 billion in the same period last year. Net profit is expected to be between RMB 13.5 billion and RMB 15.5 billion, compared to a profit of RMB 7.639 billion in the same period last year. The company expects net profit attributable to shareholders of the listed company to be between RMB 12 billion and RMB 14 billion, representing a year-on-year increase of 73.82% to 102.79%, compared to RMB 6.904 billion in the same period last year. The company expects net profit after deducting non-recurring gains and losses to be between RMB 13 billion and RMB 15 billion, representing a year-on-year increase of 73.12% to 99.76%, compared to RMB 7.509 billion.</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>Financial report warning! The three major airlines are expected to suffer combined losses exceeding 100 billion yuan, with the former pig farming giant suffering losses.</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 warning! The three major airlines are expected to suffer combined losses exceeding 100 billion yuan, with the former pig farming giant suffering losses.\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\">2023-01-31 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to media statistics, as of 10 p.m. on January 30, a total of 2,055 A-share listed companies had disclosed their 2022 annual performance forecasts, of which 913 expected positive results, representing a positive forecast rate of 44.43%. 438 companies are expected to incur losses exceeding 100 million yuan in 2022, and 80 companies are expected to incur losses exceeding 1 billion yuan.<a href=\"https://laohu8.com/S/601111\">Air China</a>、<a href=\"https://laohu8.com/S/600115\">China Eastern</a>、<a href=\"https://laohu8.com/S/ZNH\">Southern Airlines</a>The company expects its net loss to exceed 30 billion yuan. On the evening of January 30, the disclosure of A-share companies' 2022 annual performance forecasts concluded.</p><p>According to statistics from the China Securities Journal, as of 10 p.m. on January 30, a total of 2,055 A-share listed companies had disclosed their 2022 annual performance forecasts, of which 913 expected positive results, representing a positive forecast rate of 44.43%. 438 companies are expected to incur losses exceeding 100 million yuan in 2022, and 80 companies are expected to incur losses exceeding 1 billion yuan.<a href=\"https://laohu8.com/S/601111\">Air China</a>、<a href=\"https://laohu8.com/S/600115\">China Eastern</a>、<a href=\"https://laohu8.com/S/ZNH\">Southern Airlines</a>The company expects its net loss to exceed 30 billion yuan. The decline in product demand due to factors such as the pandemic in their respective industries has led to a poor business climate, which is a major reason for the huge losses suffered by listed civil aviation companies.</p><p><h2>Civil aviation suffered significant losses in 2022.</h2>On Monday evening, January 30, major airlines successively released their 2022 performance forecasts. Air China, China Eastern Airlines, and China Southern Airlines are expected to suffer a combined loss of over 100 billion yuan in 2022, a significant increase in the scale of the losses compared to 2021. Other smaller listed airlines are also basically operating at a loss.</p><p>Among them,<a href=\"https://laohu8.com/S/00753\">Air China</a>The company expects a net loss of approximately RMB 37 billion to RMB 39.5 billion in 2022. China Eastern Airlines expects a net loss of 36 billion to 39 billion yuan in 2022;<a href=\"https://laohu8.com/S/600029\">Southern Airlines</a>The company expects a net loss of 30.3 billion to 33.2 billion yuan in 2022. In total, the three major airlines will suffer losses of 103.3 billion to 111.7 billion yuan in 2022.</p><p>Besides the three major airlines, other airlines also faced huge losses in 2022.</p><p>Among them, those who were removed from the delisting<a href=\"https://laohu8.com/S/600221\">HNA Holdings</a>It is also expected to record significant losses, with a projected loss of 18.5 billion to 22 billion yuan in 2022; Regional airlines<a href=\"https://laohu8.com/S/603885\">Juneyao Air</a>The company expects a net loss of 3.57 billion to 4.23 billion yuan in 2022. Low-cost airlines<a href=\"https://laohu8.com/S/601021\">Spring Air</a>The company expects to incur a loss of 2.35 billion to 2.6 billion yuan last year; Regional airline<a href=\"https://laohu8.com/S/002928\">Huaxia Airlines</a>The company expects to suffer a net loss of 1.7 billion to 1.98 billion yuan last year.</p><p>The National Civil Aviation Work Conference at the beginning of the year revealed that the entire industry suffered losses of 216 billion yuan in 2022.</p><p><h2>Declining demand, high oil prices, and exchange rate fluctuations contributed to losses in civil aviation.</h2>The latest earnings forecast shows that the reasons for the losses are roughly the same as those in the first three quarters of last year: declining demand, high oil prices, and RMB depreciation remain the main reasons for the listed airlines' expected losses for the whole year.</p><p><a href=\"https://laohu8.com/S/00753\">Air China</a>Called:</p><p>In 2022, passenger travel demand remained low due to the ongoing impact of the COVID-19 pandemic. The company's main base markets have been repeatedly impacted by the pandemic, especially in the Beijing market, where transportation capacity and total turnover have dropped to their lowest levels since the pandemic began. Meanwhile, due to multiple unfavorable factors such as high oil prices and exchange rate fluctuations, the company's operational improvement has become more difficult, and its main business-related investment companies have also been severely affected.<a href=\"https://laohu8.com/S/600029\">Southern Airlines</a>It was stated that during the period, the domestic civil aviation industry was affected by multiple shocks such as the recurring pandemic, high oil prices, and RMB depreciation, resulting in a severe and complex industry situation. In 2022, the company's capacity investment (available seat kilometers) and revenue passenger kilometers decreased by approximately 28.1% and 33.0% year-on-year, respectively, and by approximately 55.3% and 64.2% compared with 2019.</p><p><a href=\"https://laohu8.com/S/601021\">Spring Air</a>It was stated that the depth and duration of the impact of the COVID-19 pandemic on the civil aviation industry in 2022 exceeded expectations. Starting from the second quarter of 2022, the frequency of domestic outbreaks increased significantly, with Shanghai, Lanzhou, Xi'an, Xinjiang, Sanya and other places all affected by the pandemic. Among them, Shanghai, as Spring Airlines' main base, faced a long period of epidemic control in the second quarter. The severity and duration of the outbreak were unprecedented, which caused a major blow to the company's main air transport business. The daily flight volume and registered daily utilization rate both hit their lowest levels since the start of operations.</p><p>Last year, China's civil aviation industry fell into a prolonged downturn, with total civil aviation transport turnover reaching 59.93 billion ton-kilometers, 46.3% of the same period in 2019 before the pandemic, and passenger transport volume reaching 250 million, 38.1% of the same period in 2019.</p><p>Travel demand remained low, while exchange rate fluctuations and rising fuel prices further increased airlines' operating costs. All airlines stated in their announcements that exchange rate fluctuations and rising oil prices further exacerbated their losses.</p><p>Fuel is a significant cost for airlines, with fuel costs accounting for around 25% of all three major aviation companies in 2021. Since jet fuel is directly related to international oil prices and water quality, oil prices have a significant impact on airline costs. Take domestic crude oil spot prices as an example. Starting in the second half of 2020, oil prices fluctuated upwards and remained at a high level throughout 2022, leading to a significant increase in airline fuel costs.</p><p><h2>Civil aviation strives to break even in 2023.</h2>For 2023, the Civil Aviation Administration of China has set a goal of striving to achieve break-even.</p><p>With further optimization of epidemic prevention measures and a stable and improving macroeconomic situation, the civil aviation transportation market has become bottom out, and flight volume has shown a significant recovery trend. According to the operating data of listed airlines in December last year, the main operating indicators of major airlines have rebounded month-on-month, especially domestic routes, which had previously declined significantly, which have stopped falling and rebounded.</p><p>According to data from Flight Manager, during the first half of the 2023 Spring Festival travel rush (January 7 to 27), civil aviation nationwide operated 237,000 passenger flights, with an average of 11,297 flights per day, recovering to 76.3% of the same period in 2019 (domestically, it recovered to 90.3%).</p><p>In addition, Spring Airlines believes that with the lifting of entry and exit control measures such as \"five ones\", one country, one policy, and nucleic acid testing and centralized quarantine for all passengers upon entry, and the resumption of accepting and approving applications for entry and exit documents such as ordinary passports for Chinese citizens traveling abroad and visiting friends, the supply and demand in the international aviation market will be released simultaneously. In the near future, international air transport production is expected to maintain a steady recovery trend.</p><p>Several securities firms have recently expressed optimism about the post-pandemic recovery of civil aviation, such as...<a href=\"https://laohu8.com/S/600109\">Guojin Securities</a>It is stated that a slowdown in airline capacity growth is certain over the next two years. As demand recovers, a supply-demand gap will emerge, and coupled with the marketization of ticket prices, airline performance will rebound significantly. With the optimization of prevention and control measures and the accelerated recovery in flight volume, the elasticity of aviation profitability will be released. The recent decline in oil prices and the appreciation of the RMB exchange rate have also contributed to the recovery of performance.</p><p><h2>Former leading pig company<a href=\"https://laohu8.com/S/002157\">ZhengBang Technology</a>Last year, the loss exceeded 10 billion yuan.</h2>Former leading pig companies also released their earnings forecasts on January 30.<a href=\"https://laohu8.com/S/002157\">ZhengBang Technology</a>。 In 2022, ZhengBang Technology is expected to suffer a net loss of RMB 11 billion to RMB 13 billion, compared with a loss of RMB 18.82 billion in the same period of the previous year. The company expects a net loss of RMB 9.5 billion to RMB 11.5 billion after deducting non-recurring gains and losses, compared to a loss of RMB 18 billion in the same period last year.</p><p>In 2022, ZhengBang Technology expects basic earnings per share to be a loss of RMB 3.5106 to RMB 4.1489. The company reported a loss of 6.006 yuan per share in the same period last year.</p><p>Regarding the reasons for the performance change, ZhengBang Technology stated that during the reporting period, the company's pig farming segment sold 8.4465 million pigs, generating sales revenue of RMB 8.954 billion and a single selling price of RMB 1,060. Both the sales volume and sales price decreased compared to the previous year, mainly due to the decline in domestic pig market prices and the impact of the company's overall capital and slaughter strategy. Of these, 3.4788 million piglets were sold, with a single selling price of around 490 yuan, generating sales revenue of 1.705 billion yuan. The gross profit was a loss of around 500 million yuan. The gross profit was mainly due to the impact of the company's withdrawal from the farm to cull pregnant sows during the reporting period, as well as the company's insufficient funds affecting subsequent fattening. The high mortality rate of piglets caused by piglet packing. 4.9677 million commercial pigs were sold, generating sales revenue of 7.249 billion yuan, with an average weight of about 96 kg, a selling price of about 15 yuan/kg, and a gross loss of about 4 billion yuan. The main reason is that during the reporting period, the company faced huge financial pressure. In order to quickly recover funds, the premature slaughter of fattening pigs resulted in a severely low average weight, resulting in poor feeding performance such as feed-to-meat ratio and survival rate during the fattening stage.</p><p>However, the leading pig company<a href=\"https://laohu8.com/S/002714\">Muyuan Foods</a>The released 2022 annual performance forecast states that in 2022,<a href=\"https://laohu8.com/S/002714\">Muyuan Foods</a>The company expects operating revenue to be between RMB 122 billion and RMB 127 billion, compared to RMB 78.89 billion in the same period last year. Net profit is expected to be between RMB 13.5 billion and RMB 15.5 billion, compared to a profit of RMB 7.639 billion in the same period last year. The company expects net profit attributable to shareholders of the listed company to be between RMB 12 billion and RMB 14 billion, representing a year-on-year increase of 73.82% to 102.79%, compared to RMB 6.904 billion in the same period last year. The company expects net profit after deducting non-recurring gains and losses to be between RMB 13 billion and RMB 15 billion, representing a year-on-year increase of 73.12% to 99.76%, compared to RMB 7.509 billion.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3680768\">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/77afa5115522b597fb0c77d30ce3148c","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3680768","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307735792","content_text":"据媒体统计，截至1月30日22点，A股共有2055家上市公司对外披露2022年年度业绩预告，913家预喜，预喜比例为44.43%。438家公司预计2022年亏损过亿元，80家预计超过10亿元，中国国航、中国东航、南方航空等公司预计净利润亏损下限超过300亿元。1月30日晚，A股2022年年度业绩预告披露收官。据中国证券报统计，截至1月30日22点，A股共有2055家上市公司对外披露2022年年度业绩预告，913家预喜，预喜比例为44.43%。438家公司预计2022年亏损过亿元，80家预计超过10亿元，中国国航、中国东航、南方航空等公司预计净利润亏损下限超过300亿元。因所在行业受疫情等因素影响，产品需求下降导致景气度欠佳，是民航上市公司业绩巨亏的一大原因。民航2022年出现大幅亏损1月30日周一晚间，各大航空公司陆续发布2022年业绩预告。国航、东航和南航三大航空公司2022年全年合计预亏超千亿元，亏损规模较2021年有明显提升，其他规模较小的上市航空公司也基本上处于亏损状态。其中，中国国航预计2022年净亏损约370亿元至395亿元；中国东航预计2022年净亏损360亿元至390亿元；南方航空预计2022年净亏损303亿元至332亿元。合计来看，三大航2022年亏损将达到1033亿元至1117亿元。除了头部的三大航，其他航空公司再2022年同样面临巨额亏损。其中，去年摘帽的海航控股也预计录得较大亏损，2022年预亏185亿元至220亿元；区域性航司吉祥航空预计2022年净亏损35.7亿元至42.3亿元；低成本航司春秋航空预计去年亏损23.5亿元至26亿元；支线航司华夏航空预计去年净利润亏损17亿元至19.8亿元。年初的全国民航工作会议透露，2022年全行业亏损达2160亿元。需求下降、油价高企、汇率扰动促成民航业绩亏损最新业绩预告显示，与去年前三季度业绩亏损原因大致相同，需求下降，油价高企和人民币贬值仍是上市航司全年预亏的主要原因。中国国航称：2022年，受新冠疫情持续影响，旅客出行需求处于低位。公司各主基地市场遭受疫情反复冲击，尤其是在北京市场的运力投入及总周转量降至疫情以来最低。同时，由于油价高企、汇率波动等多重不利因素，公司经营改善的难度进一步加大，主业相关投资企业亦受到严重影响。南方航空表示，期内，国内民航业受疫情反复、油价高企、人民币贬值等多重冲击影响，行业形势严峻复杂。2022年公司运力投入(可利用座公里)和收入客公里同比分别下降约28.1%和33.0%，与2019年相比分别下降约55.3%和64.2%。春秋航空表示，2022年新冠疫情对民航行业影响的深度和持续性超出预期，2022年二季度开始，国内本土疫情发生频次明显增多，上海、兰州、西安、新疆、三亚等地均被疫情所波及，其中，上海作为春秋航空的主基地更是在二季度面临着长时间的疫情管控，爆发的严重程度和持续时间都是空前的，对公司航空运输主营业务的开展造成了重大打击，日航班量和在册日利用率小时均创下开航以来最低。去年，中国民航业陷入持续低谷期，民航运输总周转量599.3亿吨公里，为疫情前2019年同期46.3%，旅客运输量2.5亿人次，为2019年同期38.1%。出行需求维持在低位，汇率波动、燃油价格上涨则进一步拉高了航司的运营成本。各家航空公司均在公告中表示，汇率波动、油价攀升进一步加大公司亏损幅度。燃油是航空公司的重要成本，2021年三大航航油成本均在25%左右。由于航油与国际油价水品直接相关，因此油价对航司成本有较大影响。以国内原油现货价为例。2020年下半年起，油价呈震荡上行之势，2022全年保持在高位运行，航司航油成本大幅提升。2023年民航力争盈亏平衡对于2023年，民航局已经定下了力争实现盈亏平衡的目标。随着防疫措施进一步优化、宏观经济形势稳中向好，民航运输市场已触底反弹，航班量出现明显恢复态势。从上市航司去年12月份的经营数据看，各大航司主要运营指标已经环比出现回升，尤其是此前下滑严重的国内航线，实现止跌回升。航班管家数据显示，2023年春运前半段(1月7日至27日)全国民航执行客运航班23.7万班次，日均11297班次，恢复至2019年同期的76.3%(国内恢复至90.3%)。此外，春秋航空认为，随着解除“五个一”、一国一策以及入境后全员核酸检测和集中隔离等出入境管控措施，恢复受理审批中国公民因出国旅游、访友申请普通护照等出入境证件的办理申请，国际航空市场供需同步释放，未来一段时间，预计国际航空运输生产将保持稳步恢复态势。多家券商机构近期也表达了对民航疫后修复的看好，如国金证券表示，未来两年航司运力增速放缓较为确定，随着需求回暖，供需缺口将显现，叠加票价市场化航司业绩将大幅反弹。伴随防控措施优化，航班量加速回升，航空盈利弹性将释放。近期油价回落，人民币汇率升值，亦有助于业绩恢复。昔日龙头猪企正邦科技去年亏损超百亿1月30日发布业绩预告的还有昔日龙头猪企正邦科技。2022年，正邦科技净亏损预计为亏损110亿元至130亿元，上年同期亏损188.2亿元。扣除非经常性损益后的净亏损95亿元至115亿元，上年同期亏损180亿元。2022年，正邦科技预计基本每股收益为亏损3.5106元至4.1489元。上年同期为每股亏损6.006元。对于业绩变动原因，正邦科技表示，报告期内，公司生猪养殖板块销售生猪844.65万头，销售收入89.54亿元，单头销售价格1060元，销售规模及销售价格较上年均有所下降，主要是受国内生猪市场价格下滑以及公司整体资金及出栏战略影响。其中仔猪销售347.88万头，单头销售价格490元左右，销售收入17.05亿元，毛利亏损在5亿元左右，毛利主要是报告期内公司受撤场淘汰怀孕母猪的影响及公司资金不足影响后续育肥，仔猪压栏导致仔猪死亡率偏高。商品猪销售496.77万头，销售收入72.49亿元，均重96公斤左右， 销售价格15元/公斤左右，毛利亏损在40亿元左右。主要是报告期内，公司资金压力巨大，为快速回笼资金，肥猪提前出栏导致均重严重偏低，导致育肥阶段料肉比、存活率等饲养成绩较差。不过，猪企龙头牧原股份发布的2022年度业绩预告则称，2022年，牧原股份预计营业收入为1220亿元-1270亿元，上年同期为788.90亿元。净利润预计为135亿元-155亿元，上年同期为盈利76.39 亿元。预计归属于上市公司股东的净利润为盈利120亿元-140亿元，比上年同期增长73.82%-102.79%，上年同期为盈利69.04亿元。预计扣除非经常性损益后的净利润为盈利130亿元-150亿元，比上年同期增长73.12%-99.76%，上年同期为盈利75.09亿元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952017517,"gmtCreate":1674259939739,"gmtModify":1676538933954,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952017517","repostId":"2304838669","repostType":4,"isVote":1,"tweetType":1,"viewCount":2223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959046563,"gmtCreate":1672872476753,"gmtModify":1676538750105,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959046563","repostId":"1158181722","repostType":4,"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959046280,"gmtCreate":1672872465640,"gmtModify":1676538750103,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959046280","repostId":"1146343281","repostType":4,"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950732347,"gmtCreate":1672834297889,"gmtModify":1676538744451,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"[真香]&nbsp;","listText":"[真香]&nbsp;","text":"[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950732347","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926999539,"gmtCreate":1671436930921,"gmtModify":1676538536148,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926999539","repostId":"2292435328","repostType":4,"isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926021610,"gmtCreate":1671424321330,"gmtModify":1676538534263,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$","images":[{"img":"https://community-static.tradeup.com/news/b6e69b45fc49f2a8c82e924423d72a81","width":"1125","height":"3899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926021610","isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":267124090843424,"gmtCreate":1706225874647,"gmtModify":1706225877609,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/E28.SI\">$福根集团有限公司(E28.SI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/E28.SI\">$福根集团有限公司(E28.SI)$</a>&nbsp;","text":"$福根集团有限公司(E28.SI)$","images":[{"img":"https://community-static.tradeup.com/news/9229c72dd0902c5b9616c4cf106b24c3","width":"762","height":"1481"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/267124090843424","isVote":1,"tweetType":1,"viewCount":6594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912976967,"gmtCreate":1664753680259,"gmtModify":1676537501142,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a>","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a>","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$","images":[{"img":"https://community-static.tradeup.com/news/c36e9d2b0c2d3c92a2589ebd1e2f66f8","width":"960","height":"3962"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912976967","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9063859546,"gmtCreate":1651454402540,"gmtModify":1676534908398,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063859546","repostId":"1135330109","repostType":4,"repost":{"id":"1135330109","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":1651444678,"share":"https://ttm.financial/m/news/1135330109?lang=en_US&edition=fundamental","pubTime":"2022-05-02 06:37","market":"hk","language":"zh","title":"This Week's Preview | The Fed's Interest Rate Decision is Coming! Pfizer, Uber and other companies release financial reports in quick succession","url":"https://stock-news.laohu8.com/highlight/detail?id=1135330109","media":"老虎资讯综合","summary":"摘要：美联储将于周四公布利率决议；非农、美国Markit制造业PMI等数据将陆续发布；辉瑞、AMD、Lyft、Moderna、Uber、Shopify等公司将公布业绩。本周（5.2-5.5）重磅财经事","content":"<p><html><head></head><body><b>Summary: The Federal Reserve will announce its interest rate decision on Thursday; Non-farm payrolls, US<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data such as the manufacturing PMI will be released gradually;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>Companies such as Lyft, Moderna, Uber, and Shopify will release their earnings reports.</b><b>Major financial events this week (May 2-5):</b></p><p><b>In terms of economic data:</b>Europe and the US April Markit Manufacturing PMI, US March durable goods orders, US API and EIA crude oil inventory changes, US April ADP employment numbers, US initial jobless claims for the week ending April 30, and US April non-farm payrolls. In terms of events, attention should be paid to the interest rate decisions of the Reserve Bank of Australia, the Federal Reserve, and the Bank of England, as well as speeches by Federal Reserve officials. We should also pay attention to the market closure announcements of major global exchanges this week.</p><p><b>Regarding financial reports:</b>Pfizer,<a href=\"https://laohu8.com/S/BIIB\">Biogen</a>, Hilton, AMD, Lyft,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>、<a href=\"https://laohu8.com/S/EL\">Estée Lauder</a>, Moderna,<a href=\"https://laohu8.com/S/CVS\">CVS Health</a>、<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>、<a href=\"https://laohu8.com/S/EBAY\">eBay</a>, Uber,<a href=\"https://laohu8.com/S/MPC\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>Companies such as Shopify, Kellogg's, Block, Under Armour, and Draftkings will release their earnings results.<img src=\"https://static.tigerbbs.com/450efbd9d37fd63444ca7f1805f3d25e\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday (May 2nd): April Markit Manufacturing PMI for multiple Eurozone countries and the US, market closure announcement</b><img src=\"https://static.tigerbbs.com/8f94f044fd365c865c5a6aff917a5d91\" tg-width=\"1085\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e9f26f8f03fa58998d62f4cbdb7621e8\" tg-width=\"1130\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Due to the negative impact of the Russia-Ukraine conflict on global trade, supply chains and commodity prices, the manufacturing PMI indices of major economies weakened in March, but the services PMI index rebounded significantly. Given the ongoing pandemic, the April data is expected to continue to be disappointing.</p><p><span style=\"color:rgba(240,30,13,1);\"><b>On Monday, during the May Day holiday, Hong Kong and A-shares will be closed, while US stocks will open as normal. Hong Kong stocks began trading on Tuesday.</b></span></p><p><b>Keywords for Tuesday (May 3): Reserve Bank of Australia interest rate decision, US March durable goods orders</b><img src=\"https://static.tigerbbs.com/02fdb3333c87dae0a4c2a35c406918b9\" tg-width=\"1090\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0e322133d0b193c25a263f3689ee23a8\" tg-width=\"1120\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b2d2ec6f7ab05034d8021f16e3572120\" tg-width=\"1130\" tg-height=\"103\" referrerpolicy=\"no-referrer\"/><b>Regarding economic data,</b>The United States will release the month-on-month rate of factory orders for March; Hong Kong's GDP data will be released soon; The Eurozone will release the monthly PPI rate and unemployment rate.</p><p>Pay attention to the Reserve Bank of Australia's interest rate decision on May 3. Currently<a href=\"https://laohu8.com/S/CBA.AU\">Commonwealth Bank of Australia</a>The Reserve Bank of Australia is expected to wait until June for rate hike. Gareth Aird, head of economic research at the Commonwealth Bank of Australia (CBA), said in a report that Australia's first-quarter CPI data released this week showed general price increases, but rate hike in May were difficult. Nevertheless, the Reserve Bank of Australia is expected to maintain its recent guidance, putting pressure on the waiting list for first-quarter wage data (scheduled for release in mid-May). The Reserve Bank of Australia is expected to raise its rate hike by 15 basis points to 0.25% in June. (ANZ Bank, National Australia Bank and<a href=\"https://laohu8.com/S/WBC.AU\">Westpac Bank</a>All have shifted to the camp expecting the Reserve Bank of Australia's May rate hike.</p><p>After four consecutive months of rebound, U.S. durable goods orders fell sharply month-on-month in February, and capital investment shrank significantly. On March 24, data from the U.S. Department of Commerce showed that U.S. durable goods orders fell 2.2% month-on-month in February, while those in miss the market expectation fell 0.6%, marking the largest monthly drop since April 2020 and the first decline in nearly five months. Orders for durable goods, excluding transportation equipment, fell 0.6% in February, also missing expectations. Orders for non-defense capital durable goods, excluding aircraft, also declined significantly, down 0.3% month-on-month in February, and 0.5% in miss the market expectation. The January data has been revised upwards to a growth of 1.3%. This project is also considered a core capital goods order and is generally regarded as an indicator of U.S. business investment.</p><p><b>Regarding financial reports,</b>Pfizer, Biogen, Hilton, AMD, Lyft, Starbucks, Estée Lauder, and others will announce their results.</p><p><b>Keywords for Wednesday (May 4): US API and EIA crude oil inventory changes for the week ending April 29, US April ADP employment figures, Reserve Bank of New Zealand releases financial stability report.</b><img src=\"https://static.tigerbbs.com/ced62c3b677a1362529c63f22552ade7\" tg-width=\"1097\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/6eb8ec957d6d94ffdac91cec043ed4bd\" tg-width=\"1094\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/><b>Regarding economic data,</b>The US trade balance, ADP employment figures, Markit services PMI, and EIA crude oil inventories for the week will be released.</p><p>U.S. API crude oil inventories increased by 4.784 million barrels in the week ending April 22. U.S. EIA crude oil inventories increased by 691,000 barrels in the week ending April 22, down 8.02 million barrels from the previous reading, compared to an expected 2 million barrels and a reported 692,000 barrels. As the pandemic continues, the data as of April 29 is expected to continue to increase.</p><p>The U.S. ADP recorded a 455,000 increase in employment in March, the smallest increase since August of last year. The estimated increase is 450,000, compared to the previous figure of 475,000.</p><p>ADP Chief Economist Nela Richardson said that broad job growth across all industries in March contributed to the addition of nearly 1.5 million jobs in the first quarter of 2022. Businesses are hiring, especially among service providers, which have the most to make up for losses suffered early in the pandemic. However, tight labor supply remains an obstacle to the continued growth of consumer-facing industries.</p><p><b>Regarding financial reports,</b>Moderna, CVS Health, Ferrari, eBay, Uber,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/GOLD\">Barrick Gold</a>The latest financial reports will be released gradually.</p><p><b>Keywords for Thursday (May 5): Federal Reserve interest rate decision, Bank of England interest rate decision, US initial jobless claims for the week ending April 30</b><img src=\"https://static.tigerbbs.com/e98949bff450424df49091907ba19c7e\" tg-width=\"1100\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/23450b5176e7939655c8c6a62792e349\" tg-width=\"1127\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/><b>Regarding economic data,</b>The Federal Reserve's interest rate decision will be announced, and Fed Chairman Jerome Powell will hold a monetary policy press conference. In addition, the number of layoffs by challenger companies in the United States in April and the number of initial jobless claims in the United States for the week ending April 30 will be released, and China will also release the Caixin Services PMI for April.</p><p>According to CME's \"FedWatch\": The probability of the Fed raising 25 basis points in rate hike by May is 2.9%, the probability of rate hike raising 50 basis points is 97.1%, and the probability of rate hike raising 75 basis points is 0%. By June, the probability of rate hike accumulating 25 and 50 basis points is 0%, rate hike accumulating 75 basis points is 0.5%, rate hike accumulating 100 basis points is 19.1%, rate hike accumulating 125 basis points is 80.4%, and rate hike accumulating 150 basis points is 0%.</p><p>The Bank of England is expected to announce its fourth consecutive rate hike on May 5, and investors should watch for signs of further rising borrowing costs. Although the Bank of England softened talk of further policy tightening last month, financial markets still expect the Bank of England to raise interest rates to around 2.25% by the end of this year, three times the current level. Most economists expect rate hike to decrease.</p><p>The number of initial jobless claims in the United States for the week ending April 23 was 180,000, compared with 185,000 in the previous week and 180,000 expected. The number of people continuing to claim unemployment benefits in the United States for the week ending April 23 was 1.408 million, compared to 1.417 million in the previous week and 1.403 million expected, remaining at the lowest level since 1970.</p><p>Rubeella Farooqi, an analyst at High Frequency Economics, said that the number of initial jobless claims in the United States is nearing a multi-decade low due to High labor demand. The economist stated that an increase in initial jobless claims is a leading indicator of an economic slowdown, but the indicator has not yet shown any signs of rising.</p><p><b>Regarding financial reports,</b>ConocoPhillips, Shopify, Kellogg's,<a href=\"https://laohu8.com/S/SQ\">Block</a>The company will release its results later.</p><p><b>Friday (May 6) Keywords: US April non-farm payroll data, New York Fed President Williams</b></p><p><img src=\"https://static.tigerbbs.com/a7c621c0ffed117cea2fa89353e29a23\" tg-width=\"1094\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/740277cec4dff15c5d8a529a70fdae71\" tg-width=\"1136\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><b>Regarding economic data,</b>The United States will release its April unemployment rate and seasonally adjusted non-farm payrolls for April. On Friday, April 1, Eastern Time, the U.S. Department of Labor released its March non-farm payrolls report. Non-farm payroll data shows that U.S. non-farm payrolls increased by only 431,000 in March, but both the unemployment rate and hourly wage data exceeded expectations. Non-farm payrolls: 431,000 new jobs, lower than the market expectation of 490,000, marking the smallest increase since November last year. The US April non-farm payroll data will be released on May 6, and it is unlikely to increase significantly given the ongoing pandemic.</p><p>On March 25, the President of the Federal Reserve Bank of New<a href=\"https://laohu8.com/S/WMB\">Williams</a>John Williams stated that if the data proves necessary, a 50 basis point rate hike is an option. This means that Williams did not rule out the possibility of the Federal Reserve rate hike by 50 basis points at its May monetary policy meeting. Investors should pay attention to his speech on May 6 to learn about his latest views.</p><p>Given the above data and major events, investors should also pay attention to the development of the epidemic and the situation in Ukraine next week, which are expected to affect the future direction of financial markets.</p><p><b>Regarding financial reports,</b>Companies such as Under Armour and Draftkings will release their results.</p><p><b>Regarding new stocks,</b>Bausch & Lomb Corp., a supplier of contact lenses and eye care products, will list on the U.S. stock market on Friday under the ticker symbol BLCO.</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 Preview | The Fed's Interest Rate Decision is Coming! Pfizer, Uber and other companies release financial reports in quick succession</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 Preview | The Fed's Interest Rate Decision is Coming! Pfizer, Uber and other companies release financial reports in quick succession\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\">2022-05-02 06:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary: The Federal Reserve will announce its interest rate decision on Thursday; Non-farm payrolls, US<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data such as the manufacturing PMI will be released gradually;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>Companies such as Lyft, Moderna, Uber, and Shopify will release their earnings reports.</b><b>Major financial events this week (May 2-5):</b></p><p><b>In terms of economic data:</b>Europe and the US April Markit Manufacturing PMI, US March durable goods orders, US API and EIA crude oil inventory changes, US April ADP employment numbers, US initial jobless claims for the week ending April 30, and US April non-farm payrolls. In terms of events, attention should be paid to the interest rate decisions of the Reserve Bank of Australia, the Federal Reserve, and the Bank of England, as well as speeches by Federal Reserve officials. We should also pay attention to the market closure announcements of major global exchanges this week.</p><p><b>Regarding financial reports:</b>Pfizer,<a href=\"https://laohu8.com/S/BIIB\">Biogen</a>, Hilton, AMD, Lyft,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>、<a href=\"https://laohu8.com/S/EL\">Estée Lauder</a>, Moderna,<a href=\"https://laohu8.com/S/CVS\">CVS Health</a>、<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>、<a href=\"https://laohu8.com/S/EBAY\">eBay</a>, Uber,<a href=\"https://laohu8.com/S/MPC\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>Companies such as Shopify, Kellogg's, Block, Under Armour, and Draftkings will release their earnings results.<img src=\"https://static.tigerbbs.com/450efbd9d37fd63444ca7f1805f3d25e\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday (May 2nd): April Markit Manufacturing PMI for multiple Eurozone countries and the US, market closure announcement</b><img src=\"https://static.tigerbbs.com/8f94f044fd365c865c5a6aff917a5d91\" tg-width=\"1085\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e9f26f8f03fa58998d62f4cbdb7621e8\" tg-width=\"1130\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Due to the negative impact of the Russia-Ukraine conflict on global trade, supply chains and commodity prices, the manufacturing PMI indices of major economies weakened in March, but the services PMI index rebounded significantly. Given the ongoing pandemic, the April data is expected to continue to be disappointing.</p><p><span style=\"color:rgba(240,30,13,1);\"><b>On Monday, during the May Day holiday, Hong Kong and A-shares will be closed, while US stocks will open as normal. Hong Kong stocks began trading on Tuesday.</b></span></p><p><b>Keywords for Tuesday (May 3): Reserve Bank of Australia interest rate decision, US March durable goods orders</b><img src=\"https://static.tigerbbs.com/02fdb3333c87dae0a4c2a35c406918b9\" tg-width=\"1090\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0e322133d0b193c25a263f3689ee23a8\" tg-width=\"1120\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b2d2ec6f7ab05034d8021f16e3572120\" tg-width=\"1130\" tg-height=\"103\" referrerpolicy=\"no-referrer\"/><b>Regarding economic data,</b>The United States will release the month-on-month rate of factory orders for March; Hong Kong's GDP data will be released soon; The Eurozone will release the monthly PPI rate and unemployment rate.</p><p>Pay attention to the Reserve Bank of Australia's interest rate decision on May 3. Currently<a href=\"https://laohu8.com/S/CBA.AU\">Commonwealth Bank of Australia</a>The Reserve Bank of Australia is expected to wait until June for rate hike. Gareth Aird, head of economic research at the Commonwealth Bank of Australia (CBA), said in a report that Australia's first-quarter CPI data released this week showed general price increases, but rate hike in May were difficult. Nevertheless, the Reserve Bank of Australia is expected to maintain its recent guidance, putting pressure on the waiting list for first-quarter wage data (scheduled for release in mid-May). The Reserve Bank of Australia is expected to raise its rate hike by 15 basis points to 0.25% in June. (ANZ Bank, National Australia Bank and<a href=\"https://laohu8.com/S/WBC.AU\">Westpac Bank</a>All have shifted to the camp expecting the Reserve Bank of Australia's May rate hike.</p><p>After four consecutive months of rebound, U.S. durable goods orders fell sharply month-on-month in February, and capital investment shrank significantly. On March 24, data from the U.S. Department of Commerce showed that U.S. durable goods orders fell 2.2% month-on-month in February, while those in miss the market expectation fell 0.6%, marking the largest monthly drop since April 2020 and the first decline in nearly five months. Orders for durable goods, excluding transportation equipment, fell 0.6% in February, also missing expectations. Orders for non-defense capital durable goods, excluding aircraft, also declined significantly, down 0.3% month-on-month in February, and 0.5% in miss the market expectation. The January data has been revised upwards to a growth of 1.3%. This project is also considered a core capital goods order and is generally regarded as an indicator of U.S. business investment.</p><p><b>Regarding financial reports,</b>Pfizer, Biogen, Hilton, AMD, Lyft, Starbucks, Estée Lauder, and others will announce their results.</p><p><b>Keywords for Wednesday (May 4): US API and EIA crude oil inventory changes for the week ending April 29, US April ADP employment figures, Reserve Bank of New Zealand releases financial stability report.</b><img src=\"https://static.tigerbbs.com/ced62c3b677a1362529c63f22552ade7\" tg-width=\"1097\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/6eb8ec957d6d94ffdac91cec043ed4bd\" tg-width=\"1094\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/><b>Regarding economic data,</b>The US trade balance, ADP employment figures, Markit services PMI, and EIA crude oil inventories for the week will be released.</p><p>U.S. API crude oil inventories increased by 4.784 million barrels in the week ending April 22. U.S. EIA crude oil inventories increased by 691,000 barrels in the week ending April 22, down 8.02 million barrels from the previous reading, compared to an expected 2 million barrels and a reported 692,000 barrels. As the pandemic continues, the data as of April 29 is expected to continue to increase.</p><p>The U.S. ADP recorded a 455,000 increase in employment in March, the smallest increase since August of last year. The estimated increase is 450,000, compared to the previous figure of 475,000.</p><p>ADP Chief Economist Nela Richardson said that broad job growth across all industries in March contributed to the addition of nearly 1.5 million jobs in the first quarter of 2022. Businesses are hiring, especially among service providers, which have the most to make up for losses suffered early in the pandemic. However, tight labor supply remains an obstacle to the continued growth of consumer-facing industries.</p><p><b>Regarding financial reports,</b>Moderna, CVS Health, Ferrari, eBay, Uber,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/GOLD\">Barrick Gold</a>The latest financial reports will be released gradually.</p><p><b>Keywords for Thursday (May 5): Federal Reserve interest rate decision, Bank of England interest rate decision, US initial jobless claims for the week ending April 30</b><img src=\"https://static.tigerbbs.com/e98949bff450424df49091907ba19c7e\" tg-width=\"1100\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/23450b5176e7939655c8c6a62792e349\" tg-width=\"1127\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/><b>Regarding economic data,</b>The Federal Reserve's interest rate decision will be announced, and Fed Chairman Jerome Powell will hold a monetary policy press conference. In addition, the number of layoffs by challenger companies in the United States in April and the number of initial jobless claims in the United States for the week ending April 30 will be released, and China will also release the Caixin Services PMI for April.</p><p>According to CME's \"FedWatch\": The probability of the Fed raising 25 basis points in rate hike by May is 2.9%, the probability of rate hike raising 50 basis points is 97.1%, and the probability of rate hike raising 75 basis points is 0%. By June, the probability of rate hike accumulating 25 and 50 basis points is 0%, rate hike accumulating 75 basis points is 0.5%, rate hike accumulating 100 basis points is 19.1%, rate hike accumulating 125 basis points is 80.4%, and rate hike accumulating 150 basis points is 0%.</p><p>The Bank of England is expected to announce its fourth consecutive rate hike on May 5, and investors should watch for signs of further rising borrowing costs. Although the Bank of England softened talk of further policy tightening last month, financial markets still expect the Bank of England to raise interest rates to around 2.25% by the end of this year, three times the current level. Most economists expect rate hike to decrease.</p><p>The number of initial jobless claims in the United States for the week ending April 23 was 180,000, compared with 185,000 in the previous week and 180,000 expected. The number of people continuing to claim unemployment benefits in the United States for the week ending April 23 was 1.408 million, compared to 1.417 million in the previous week and 1.403 million expected, remaining at the lowest level since 1970.</p><p>Rubeella Farooqi, an analyst at High Frequency Economics, said that the number of initial jobless claims in the United States is nearing a multi-decade low due to High labor demand. The economist stated that an increase in initial jobless claims is a leading indicator of an economic slowdown, but the indicator has not yet shown any signs of rising.</p><p><b>Regarding financial reports,</b>ConocoPhillips, Shopify, Kellogg's,<a href=\"https://laohu8.com/S/SQ\">Block</a>The company will release its results later.</p><p><b>Friday (May 6) Keywords: US April non-farm payroll data, New York Fed President Williams</b></p><p><img src=\"https://static.tigerbbs.com/a7c621c0ffed117cea2fa89353e29a23\" tg-width=\"1094\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/740277cec4dff15c5d8a529a70fdae71\" tg-width=\"1136\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><b>Regarding economic data,</b>The United States will release its April unemployment rate and seasonally adjusted non-farm payrolls for April. On Friday, April 1, Eastern Time, the U.S. Department of Labor released its March non-farm payrolls report. Non-farm payroll data shows that U.S. non-farm payrolls increased by only 431,000 in March, but both the unemployment rate and hourly wage data exceeded expectations. Non-farm payrolls: 431,000 new jobs, lower than the market expectation of 490,000, marking the smallest increase since November last year. The US April non-farm payroll data will be released on May 6, and it is unlikely to increase significantly given the ongoing pandemic.</p><p>On March 25, the President of the Federal Reserve Bank of New<a href=\"https://laohu8.com/S/WMB\">Williams</a>John Williams stated that if the data proves necessary, a 50 basis point rate hike is an option. This means that Williams did not rule out the possibility of the Federal Reserve rate hike by 50 basis points at its May monetary policy meeting. Investors should pay attention to his speech on May 6 to learn about his latest views.</p><p>Given the above data and major events, investors should also pay attention to the development of the epidemic and the situation in Ukraine next week, which are expected to affect the future direction of financial markets.</p><p><b>Regarding financial reports,</b>Companies such as Under Armour and Draftkings will release their results.</p><p><b>Regarding new stocks,</b>Bausch & Lomb Corp., a supplier of contact lenses and eye care products, will list on the U.S. stock market on Friday under the ticker symbol BLCO.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares",".IXIC":"NASDAQ Composite","BK4536":"外卖概念","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","PFE":"辉瑞","DOG":"道指ETF-ProShares做空","SPY":"标普500ETF","UBER":"优步","BK4533":"AQR资本管理(全球第二大对冲基金)","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135330109","content_text":"摘要：美联储将于周四公布利率决议；非农、美国Markit制造业PMI等数据将陆续发布；辉瑞、AMD、Lyft、Moderna、Uber、Shopify等公司将公布业绩。本周（5.2-5.5）重磅财经事件：经济数据方面：欧美4月Markit制造业PMI，美国3月耐用品订单，美国API和EIA原油库存变动，美国4月ADP就业人数，美国截至4月30日当周初请失业金人数和美国4月非农。事件方面需关注澳洲联储、美联储和英国央行利率决议，以及美联储官员的讲话。当周还需关注全球各大交易所的休市公告。财报方面：辉瑞、百健、希尔顿、AMD、Lyft、星巴克、雅诗兰黛、Moderna、CVS健康、法拉利、eBay、Uber、马拉松石油、巴里克黄金、康菲石油、Shopify、家乐氏、Block、安德玛、Draftkings等公司将公布业绩。周一（5月2日）关键词：欧元区多国和美国4月Markit制造业PMI，休市公告由于俄乌冲突对全球贸易、供应链及大宗商品价格造成负面影响，3月份主要经济体制造业PMI指数有所疲弱，但服务业PMI指数明显回升。在疫情持续的情况下，4月数据料继续不尽如人意。周一，五一假期，港股和A股休市，美股正常开市。周二起，港股开始交易。周二（5月3日）关键词：澳洲联储利率决议，美国3月耐用品订单经济数据方面，美国将公布3月工厂订单月率；中国香港GDP数据将出炉；欧元区将公布PPI月率、失业率。5月3日需关注澳洲联储利率决议。目前澳洲联邦银行料澳洲联储将等到6月再加息。澳洲联邦银行（CBA）经济研究部主管Gareth Aird在一份报告中称，本周公布的澳大利亚第一季度CPI数据显示物价普遍上涨，但5月很难加息。尽管如此，仍预期澳洲联储会保持其最近的指导方针，这给等待第一季度工资数据（定于5月中旬发布）带来压力。预计澳洲联储在6月将加息15个基点至0.25%。（澳新银行、澳大利亚国民银行和西太平洋银行均已转入预期澳洲联储5月加息的阵营。在连续四个月的反弹后，美国2月耐用品订单环比出现大幅下滑，资本投资缩减严重。3月24日，美国商务部数据显示，美国2月耐用品订单环比初值-2.2%，不及市场预期的-0.6%，创2020年4月以来最大月跌幅，近五个月来首次下降。不含运输设备的耐用品订单2月下滑0.6%，同样不及预期。扣除飞机的非国防资本耐用品订单也出现了显著下降，2月环比下降0.3%，不及市场预期的0.5%；1月数据被上修为增长1.3%。该项目也被成为核心资本货物订单，通常被视为衡量美国商业投资的指标。财报方面，辉瑞、百健、希尔顿、AMD、Lyft、星巴克、雅诗兰黛等将公布业绩。周三（5月4日）关键词：美国截至4月29日当周API和EIA原油库存变动，美国4月ADP就业人数，新西兰联储公布金融稳定报告经济数据方面，美国贸易帐、ADP就业人数、Markit服务业PMI、当周EIA原油库存将公布。美国至4月22日当周API原油库存增加478.4万桶。美国至4月22日当周EIA原油库存增加69.1万桶，前值下降802万桶，预期200万桶，公布69.2万桶。在疫情持续的情况下，截至4月29日的数据料继续增加。美国3月ADP就业人数录得增加45.5万人，创去年8月以来最小就业人数增幅。预估为增加45万人，前值为增加47.5万人。ADP首席经济学家Nela Richardson表示，3月份各个行业的就业增长广泛，为2022年第一季度增加了近150万个就业岗位做出了贡献。企业正在招聘，特别是在服务提供商中，这些公司因疫情早期损失而需要弥补的地方最多。然而，劳动力供应紧张仍然是面向消费者的行业持续增长的障碍。财报方面，Moderna、CVS健康、法拉利、eBay、Uber、马拉松石油、巴里克黄金等将陆续公布最新财报。周四（5月5日）关键词：美联储利率决议，英国央行利率决议，美国截至4月30日当周初请失业金人数经济数据方面，美联储利率决议将公布，美联储主席鲍威尔将召开货币政策新闻发布会。此外，美国4月挑战者企业裁员人数、美国至4月30日当周初请失业金人数将公布，中国方面也将公布4月财新服务业PMI。据CME“美联储观察”：美联储到5月份加息25个基点的概率为2.9%，加息50个基点的概率为97.1%，加息75个基点的概率为0%；到6月份累计加息25、50个基点的概率均为0%，累计加息75个基点的概率为0.5%，累计加息100个基点的概率为19.1%，累计加息125个基点的概率为80.4%，累计加息150个基点的概率为0%。英国央行预计将于5月5日宣布，它将连续第四次加息，投资者应关注借贷成本进一步上升信号。虽然上个月，英国央行缓和了进一步收紧政策的言论，但金融市场仍预计英国央行将在今年年底前将利率提高到2.25%左右，是目前水平的三倍。大多数经济学家预计加息会减少。美国截至4月23日当周初请失业金人数为18万，前值为18.5万，预期18万。美国截至4月23日当周续请失业金人数为140.8万，前值为141.7万，预期140.3万，持续处于1970年来最低水平。High Frequency Economics分析师Rubeella Farooqi表示，由于劳动力需求高，美国初请失业金申请人数接近几十年来的低点。该经济学家表示，初请失业金数增加是经济放缓的领先指标，但目前该指标还没有出现任何上涨迹象。财报方面，康菲石油、Shopify、家乐氏、Block等公司将公布业绩。周五（5月6日）关键词：美国4月非农数据，纽约联储主席威廉姆斯经济数据方面，美国将公布4月失业率及4月季调后非农就业人口。美东时间4月1日周五，美国劳工部发布3月非农就业报告。非农数据显示，美国3月非农就业人口仅增43.1万人，但失业率与时薪数据皆超预期。非农就业人数：新增43.1万人，低于市场预期的49万，创去年11月以来最小增幅。5月6日将发布美国4月非农数据，在疫情持续情况下难大增。3月25日,纽约联储主席威廉姆斯(John Williams)表示,如果数据证明有必要,加息50个基点是一个选择。这意味着威廉姆斯没有排除美联储在5月货币政策会议上加息50个基点的可能性。投资者需关注5月6日他的讲话，了解其最新观点。出了以上数据和大事，投资者下周还需关注疫情发展情况和乌克兰局势，料影响金融市场未来走向。财报方面，安德玛、Draftkings等公司将公布业绩。新股方面，隐形眼镜和眼部护理产品供应商博士伦Bausch + Lomb Corp.将在周五登陆美股市场，股票代码统一为BLCO。","news_type":1,"symbols_score_info":{"SDS":0.9,"UBmain":0.9,"TNmain":0.9,"TQQQ":0.9,"SSO":0.9,"UBER":0.9,".IXIC":0.9,"DOG":0.9,"PFE":0.9,"ZBmain":0.9,".SPX":0.9,"SPY":0.9,"ZTmain":0.9,".DJI":0.9,"ZNmain":0.9,"ZFmain":0.9,"SPXU":0.9}},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056632927,"gmtCreate":1655001693269,"gmtModify":1676535546201,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056632927","repostId":"2242559862","repostType":4,"repost":{"id":"2242559862","kind":"highlight","pubTimestamp":1654994161,"share":"https://ttm.financial/m/news/2242559862?lang=en_US&edition=fundamental","pubTime":"2022-06-12 08:36","market":"us","language":"zh","title":"Why do tech giants like Tesla, Google, and Amazon all split their stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2242559862","media":"华尔街见闻","summary":"近期，美国科技巨头掀起了一阵“拆股热潮”。特斯拉官宣拆股，计划8月初的股东大会讨论通过1股拆3股的提议，为两年来首次。本周二，亚马逊自1999年以来的首次股票拆分计划正式生效，股价也再次成为三位数。据","content":"<p><html><head></head><body>Recently, a wave of stock splits has emerged among American tech giants.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The official stock split was announced, with the shareholders' meeting scheduled for early August to discuss and approve the proposal for a one-share split of three shares, marking the first time in two years.</p><p>This Tuesday,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The first stock split since 1999 has officially taken effect, and the stock price has once again reached triple digits.</p><p>According to media reports, besides Amazon and Tesla, this year<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet, cross-border e-commerce giant Shopify, Nintendo, and GameStop are all likely to undergo stock splits.</p><p>Stock splits are not uncommon; over the years, many listed companies have undergone stock splits, especially those managed by Warren Buffett.<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway split its Class B shares 50 for 1 in 2010.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>There have been five stock splits since the initial public offering in 1980. Although these companies vary in split ratios, there must be a reason why so many multi-billion dollar companies are splitting their shares.</p><p><h2>How to disassemble it?</h2>Let's first understand how to conduct a stock split. Taking Amazon as an example, shareholders who held Amazon stock on May 27 will receive an additional 19 shares for each share they hold during the stock split on June 3.<b>This will not cost existing shareholders anything, and the value of their shares will not change as a result of the split.</b></p><p>Therefore, if Amazon's stock price was $2,500 per share before the split, shareholders holding three shares would own 60 shares after the split date, but their total investment would still be around $7,500 (assuming the stock price does not plummet or soar).</p><p>The only difference is that the price of an Amazon share will fall sharply. In this example, the stock price will drop from $2,500 per share to $125 per share. For many investors, it's just that the numbers displayed on your stock trading app are slightly different.</p><p><h2>Why dismantle it?</h2>A stock split may seem pointless. Although it displays different numbers, the company continues to operate as before, the market capitalization remains unchanged, and the value of the shares held by shareholders remains the same. So why do it?</p><p><b>There are many reasons, most of which attribute to investor psychology.</b>。 As stock prices rise, buying stocks becomes unaffordable. A share price of $1 means that $2,500 can buy thousands of shares, while a share price of $2,500 means that only one can be bought.</p><p>This question goes beyond the understanding of investors with a more moderate portfolio. For someone with $10,000 in principal, buying one share of Amazon stock at the previous price means investing 25% of the portfolio in one company, which is highly concentrated and does not achieve diversification.</p><p><b>Secondly, stock splits help improve stock liquidity.</b>It is easier to buy or sell. Amazon stated in the filing that this move will make it easier for its employees to manage their Amazon shares. Previously, if they wanted to get $1,000 in cash, they needed to sell all their shares and then reinvest the rest. After the stock split, they sold fewer shares to get the $1,000 they needed.</p><p><b>More importantly, stock splits are often accompanied by rising stock prices.</b>More investors will find it easier to buy stocks, which may increase demand and thus raise prices.</p><p>Essentially, the stock split won't really change anything; the company's fundamentals will remain unchanged. Nevertheless, since 1980, companies undergoing stock splits have outperformed the S&P 500 by 16.3% within 12 months of the split taking effect.</p><p>This is a good example of correlation, but it does not mean that there is a causal relationship. In fact, a stock split will almost certainly not make it outperform the market average. A prerequisite for a sharp rise in the stock price of a company undergoing a stock split is that...<b>These companies have consistently performed well and may have outperformed the S&P 500 before the spin-off.</b></p><p><h2>Why demolish it now?</h2>Why is there such a \"stock split craze\" now? Taking Amazon as an example, Amazon's stock split now has an additional benefit. So far in 2022, U.S. tech stocks have suffered heavy losses, with Amazon's stock price falling nearly 30% year-to-date. Apple, Netflix, Meta, and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The stock prices of companies suffered similar blows.</p><p>Clearly, this year will be a difficult one for a company that hovered around the $3,250 mark for most of 2021 during a stock price downturn, and a stock split could change that perception.</p><p>For example, if the stock price after the split is $125, this background and price correlation disappears.<b>Similarly, this is about psychological perception.</b></p><p><h2>What does this mean for investors?</h2>What does a stock split mean for ordinary investors?<b>The most direct point is that it's affordable now.</b>No more buying stocks together with others.</p><p><b>However, this also means they are unlikely to have the same shareholder rights, such as voting rights in company decisions.</b>。 This may not be a big deal for most investors, but it can be important if you want to have a say in new initiatives such as companies adopting sustainable business practices.</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>Why do tech giants like Tesla, Google, and Amazon all split their stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nWhy do tech giants like Tesla, Google, and Amazon all split their stocks?\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\">2022-06-12 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Recently, a wave of stock splits has emerged among American tech giants.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The official stock split was announced, with the shareholders' meeting scheduled for early August to discuss and approve the proposal for a one-share split of three shares, marking the first time in two years.</p><p>This Tuesday,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The first stock split since 1999 has officially taken effect, and the stock price has once again reached triple digits.</p><p>According to media reports, besides Amazon and Tesla, this year<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet, cross-border e-commerce giant Shopify, Nintendo, and GameStop are all likely to undergo stock splits.</p><p>Stock splits are not uncommon; over the years, many listed companies have undergone stock splits, especially those managed by Warren Buffett.<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway split its Class B shares 50 for 1 in 2010.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>There have been five stock splits since the initial public offering in 1980. Although these companies vary in split ratios, there must be a reason why so many multi-billion dollar companies are splitting their shares.</p><p><h2>How to disassemble it?</h2>Let's first understand how to conduct a stock split. Taking Amazon as an example, shareholders who held Amazon stock on May 27 will receive an additional 19 shares for each share they hold during the stock split on June 3.<b>This will not cost existing shareholders anything, and the value of their shares will not change as a result of the split.</b></p><p>Therefore, if Amazon's stock price was $2,500 per share before the split, shareholders holding three shares would own 60 shares after the split date, but their total investment would still be around $7,500 (assuming the stock price does not plummet or soar).</p><p>The only difference is that the price of an Amazon share will fall sharply. In this example, the stock price will drop from $2,500 per share to $125 per share. For many investors, it's just that the numbers displayed on your stock trading app are slightly different.</p><p><h2>Why dismantle it?</h2>A stock split may seem pointless. Although it displays different numbers, the company continues to operate as before, the market capitalization remains unchanged, and the value of the shares held by shareholders remains the same. So why do it?</p><p><b>There are many reasons, most of which attribute to investor psychology.</b>。 As stock prices rise, buying stocks becomes unaffordable. A share price of $1 means that $2,500 can buy thousands of shares, while a share price of $2,500 means that only one can be bought.</p><p>This question goes beyond the understanding of investors with a more moderate portfolio. For someone with $10,000 in principal, buying one share of Amazon stock at the previous price means investing 25% of the portfolio in one company, which is highly concentrated and does not achieve diversification.</p><p><b>Secondly, stock splits help improve stock liquidity.</b>It is easier to buy or sell. Amazon stated in the filing that this move will make it easier for its employees to manage their Amazon shares. Previously, if they wanted to get $1,000 in cash, they needed to sell all their shares and then reinvest the rest. After the stock split, they sold fewer shares to get the $1,000 they needed.</p><p><b>More importantly, stock splits are often accompanied by rising stock prices.</b>More investors will find it easier to buy stocks, which may increase demand and thus raise prices.</p><p>Essentially, the stock split won't really change anything; the company's fundamentals will remain unchanged. Nevertheless, since 1980, companies undergoing stock splits have outperformed the S&P 500 by 16.3% within 12 months of the split taking effect.</p><p>This is a good example of correlation, but it does not mean that there is a causal relationship. In fact, a stock split will almost certainly not make it outperform the market average. A prerequisite for a sharp rise in the stock price of a company undergoing a stock split is that...<b>These companies have consistently performed well and may have outperformed the S&P 500 before the spin-off.</b></p><p><h2>Why demolish it now?</h2>Why is there such a \"stock split craze\" now? Taking Amazon as an example, Amazon's stock split now has an additional benefit. So far in 2022, U.S. tech stocks have suffered heavy losses, with Amazon's stock price falling nearly 30% year-to-date. Apple, Netflix, Meta, and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The stock prices of companies suffered similar blows.</p><p>Clearly, this year will be a difficult one for a company that hovered around the $3,250 mark for most of 2021 during a stock price downturn, and a stock split could change that perception.</p><p>For example, if the stock price after the split is $125, this background and price correlation disappears.<b>Similarly, this is about psychological perception.</b></p><p><h2>What does this mean for investors?</h2>What does a stock split mean for ordinary investors?<b>The most direct point is that it's affordable now.</b>No more buying stocks together with others.</p><p><b>However, this also means they are unlikely to have the same shareholder rights, such as voting rights in company decisions.</b>。 This may not be a big deal for most investors, but it can be important if you want to have a say in new initiatives such as companies adopting sustainable business practices.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3661713\">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/1d6a4572b675796b315e560ea7fe3401","relate_stocks":{"BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","GOOG":"谷歌","BK4550":"红杉资本持仓","BK4538":"云计算","GOOGL":"谷歌A","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","AMZN":"亚马逊","TSLA":"特斯拉","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4503":"景林资产持仓","BK4553":"喜马拉雅资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4514":"搜索引擎","BK4534":"瑞士信贷持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4555":"新能源车","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4576":"AR","BK4122":"互联网与直销零售","BK4532":"文艺复兴科技持仓","BK4524":"宅经济概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4559":"巴菲特持仓","BK4579":"人工智能"},"source_url":"https://wallstreetcn.com/articles/3661713","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242559862","content_text":"近期，美国科技巨头掀起了一阵“拆股热潮”。特斯拉官宣拆股，计划8月初的股东大会讨论通过1股拆3股的提议，为两年来首次。本周二，亚马逊自1999年以来的首次股票拆分计划正式生效，股价也再次成为三位数。据媒体报道，除了亚马逊、特斯拉之外，今年谷歌母公司Alphabet、跨境电商Shopify、任天堂和GameStop均有可能进行股票拆分。拆股并不罕见，多年来，许多上市公司都进行了股票拆分，巴菲特管理的伯克希尔·哈撒韦曾于2010年把B级股票1拆50，苹果自1980年首次公开募股以来已经进行了五次拆股。虽然这些公司拆分比例各不相同，但有如此多的数十亿美元的公司进行拆股，其中肯定有一些原因。如何拆？先来了解一下如何进行股票拆分，以亚马逊为例，在5月27日持有亚马逊股票的股东，在6月3日股票拆分时，每持有一股，将额外获得19股。这不会让现有股东付出任何代价，他们所持股票的价值也不会因拆分而改变。因此，如果亚马逊拆分前股价在2500美元一股，持有三股股份的股东在拆分日期后会拥有60股，但他们的总投资仍将在7500美元左右（假设股价不会暴跌或飙升）。唯一的区别是，亚马逊一股股票的价格将大幅下跌。在本例中，股价将从每股2500美元降至每股125美元。对许多投资者来说，只是你的炒股app上显示的数字稍有不同。为什么拆？股票分拆看起来似乎毫无意义，虽然显示不同的数字，但公司仍然像以前一样运行，市值没有变化，股东所持股票的价值保持不变，那为什么要这样做呢？原因有很多，其中大部分归结于投资者心理。随着股价上涨，买入股票开始显得难以承受。1美元的股价意味着2500美元可以购买数千股股票，而2500美元的股价意味着只可以买1只。这个问题超出了投资组合较为温和的投资者认知范围，对于拥有1万美元投资本金的人来说，以之前的价格购买一股亚马逊股票意味着将投资组合的25%投资于一家公司，集中度较高，并不能做到多元化投资。其次，拆股有助于提高股票的流动性，更容易买入或卖出。亚马逊在文件中表示，此举将使其员工更容易管理其持有的亚马逊股份。此前，如果他们想获得1000美元的现金，他们需要抛售全部股份，然后再将其余部分进行再投资。股票分拆后，他们卖出较少股票，就可以得到所需的1000美元。还有更重要的一点，拆股往往会伴随着股价上涨。更多的投资者将更容易买入股票，这可能会增加需求，从而提高价格。本质上来看，拆股不会真正改变任何事情，公司的基本面将保持不变。尽管如此，自1980年以来，进行拆股的公司在分拆生效后的12个月内的表现超出标普500指数16.3%。这是一个很好的相关性例子，但不意味着有因果关系。事实上，拆股几乎肯定不能使其表现超出市场平均水平。进行拆股的公司股价大幅上涨的一个先决因素是，这些公司的业务一直表现良好，在拆分之前可能已经超过了标普500。为什么现在拆？为什么是现在掀起一股“拆股热潮”？还是以亚马逊为例，亚马逊现在拆股还有一个额外的好处。到目前为止，2022年美国科技股损失惨重，今年迄今亚马逊股价下跌了近30%。苹果、Netflix、Meta和微软等公司的股价都遭受了类似的打击。很明显，对于一家在股价低迷期，2021大部分时间徘徊在3250美元大关的公司来说，今年将是艰难的一年，股票拆分可以改变这种看法。比如，拆分后股价为125美元，这种背景和价格关联就消失了。同样的，这还是关于心理方面的感知。对投资者意味着什么？拆股对普通投资者意味着什么？最直接的一点是，可以买得起了，再也不用和别人合买股票。但这也意味着不太可能拥有相同的股东权利，比如对公司决策的投票权。对于大多数投资者来说，这可能不是什么大不了的事情，但如果想在公司采取可持续商业实践等新举措中拥有发言权，这可能很重要。","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1,"TSLA":1,"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969051397,"gmtCreate":1668304360820,"gmtModify":1676538038794,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582165758801867","authorIdStr":"3582165758801867"},"themes":[],"title":"","htmlText":"<a 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