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CHEWYY

CHEWYY

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2023-12-14

It's going to get better!!!

2023-12-14

Hi

2023-04-11

thks

@StarLuck:SIA uses $249.9 mil out of $850 mil raised in convertible bonds due 2025

2023-04-05

thks

@Just Do It:Impact of Sudden Production Cuts by Oil-Producing Countries

2022-09-22

Thks

比加息更可怕的是美联储不那么在意股市了

2022-09-15

Thks

Needham Upgrades Tesla to Hold, Launches Coverage on 3 Other EV Stocks

Go to Tiger App to see more news

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uses $249.9 mil out of $850 mil raised in convertible bonds due 2025","htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Singapore Airlines has used around $249.9 million out of the $850 million raised from the issue of its convertible bonds due 2025. The amount has been used for aircraft payments, in line with the intended use stated in its offering circular, says the airline. SIA, on Nov 12, 2020, announced that it was proposing to issue convertible bonds of up to $850 million in its principal amount. The bonds are convertible into new ordinary shares in SIA’s capital and are proposed to be placed with institutional investors and other investors. The bonds will bear interest at the rate of 1.625% per annum and payable semi-annually in arrear. The initial conversion price was at $5.743 for each new s","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Singapore Airlines has used around $249.9 million out of the $850 million raised from the issue of its convertible bonds due 2025. The amount has been used for aircraft payments, in line with the intended use stated in its offering circular, says the airline. SIA, on Nov 12, 2020, announced that it was proposing to issue convertible bonds of up to $850 million in its principal amount. The bonds are convertible into new ordinary shares in SIA’s capital and are proposed to be placed with institutional investors and other investors. The bonds will bear interest at the rate of 1.625% per annum and payable semi-annually in arrear. The initial conversion price was at $5.743 for each new s","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ Singapore Airlines has used around $249.9 million out of the $850 million raised from the issue of its convertible bonds due 2025. The amount has been used for aircraft payments, in line with the intended use stated in its offering circular, says the airline. SIA, on Nov 12, 2020, announced that it was proposing to issue convertible bonds of up to $850 million in its principal amount. The bonds are convertible into new ordinary shares in SIA’s capital and are proposed to be placed with institutional investors and other investors. The bonds will bear interest at the rate of 1.625% per annum and payable semi-annually in arrear. The initial conversion price was at $5.743 for each new s","images":[{"img":"https://community-static.tradeup.com/news/1200fbc6d70a75242394505d1b91d149","width":"1200","height":"653"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942825871","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948843044,"gmtCreate":1680682401588,"gmtModify":1680682405435,"author":{"id":"3582181149365134","authorId":"3582181149365134","name":"CHEWYY","avatar":"https://static.tigerbbs.com/639e38c1932e6dd53b187e1d55ca30fa","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"thks","listText":"thks","text":"thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948843044","repostId":"9948852527","repostType":1,"repost":{"id":9948852527,"gmtCreate":1680680841870,"gmtModify":1680682164240,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1},"themes":[],"title":"Impact of Sudden Production Cuts by Oil-Producing Countries","htmlText":"Oil-producing countries, including Saudi Arabia, Kuwait, and Iraq, have decided to reduce oil production by about 1.6 million barrels per day from May. The decision was unexpected and not typical of the voluntary production cuts agreed upon by OPEC+ countries. The reduction in oil production has caused a surge in oil prices, with Brent crude prices rising by about $5 to around $85 per barrel, and analysts predict that the impact on oil prices will last for a long time. In my opinion, this sudden production cut by oil-producing countries will once again pose a challenge to the United States, but it will not be as extreme as during the US-Iraq war. The purpose of the production cut is to prepare oil-producing countries for an economic recession. The US is currently facing an uncertain future","listText":"Oil-producing countries, including Saudi Arabia, Kuwait, and Iraq, have decided to reduce oil production by about 1.6 million barrels per day from May. The decision was unexpected and not typical of the voluntary production cuts agreed upon by OPEC+ countries. The reduction in oil production has caused a surge in oil prices, with Brent crude prices rising by about $5 to around $85 per barrel, and analysts predict that the impact on oil prices will last for a long time. In my opinion, this sudden production cut by oil-producing countries will once again pose a challenge to the United States, but it will not be as extreme as during the US-Iraq war. The purpose of the production cut is to prepare oil-producing countries for an economic recession. The US is currently facing an uncertain future","text":"Oil-producing countries, including Saudi Arabia, Kuwait, and Iraq, have decided to reduce oil production by about 1.6 million barrels per day from May. The decision was unexpected and not typical of the voluntary production cuts agreed upon by OPEC+ countries. The reduction in oil production has caused a surge in oil prices, with Brent crude prices rising by about $5 to around $85 per barrel, and analysts predict that the impact on oil prices will last for a long time. In my opinion, this sudden production cut by oil-producing countries will once again pose a challenge to the United States, but it will not be as extreme as during the US-Iraq war. The purpose of the production cut is to prepare oil-producing countries for an economic recession. The US is currently facing an uncertain future","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948852527","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919711417,"gmtCreate":1663860148539,"gmtModify":1676537351730,"author":{"id":"3582181149365134","authorId":"3582181149365134","name":"CHEWYY","avatar":"https://static.tigerbbs.com/639e38c1932e6dd53b187e1d55ca30fa","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thks","listText":"Thks","text":"Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919711417","repostId":"1135815390","repostType":2,"repost":{"id":"1135815390","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1663846133,"share":"https://www.laohu8.com/m/news/1135815390?lang=&edition=full","pubTime":"2022-09-22 19:28","market":"us","language":"zh","title":"比加息更可怕的是美联储不那么在意股市了","url":"https://stock-news.laohu8.com/highlight/detail?id=1135815390","media":"巴伦周刊","summary":"投资者可能再次低估了决策者要终结40年来最严重的通胀所需付出的努力。当地时间周三（9月21日），美联储在9月份货币政策会议结束后宣布再次加息75个基点，这是美联储今年连续第三次加息75个基点。目前联邦","content":"<html><head></head><body><blockquote>投资者可能再次低估了决策者要终结40年来最严重的通胀所需付出的努力。</blockquote><p>当地时间周三（9月21日），美联储在9月份货币政策会议结束后宣布再次加息75个基点，这是美联储今年连续第三次加息75个基点。目前联邦基金利率目标区间已升至3%-3.25%，为2008年初以来最高水平。</p><p>美联储预计在今年剩下两次会议上一共再加息125个基点，这意味着11月可能再次加息75个基点，12月可能加息50个基点，年底时基准利率将达到4.4%，2023年利率进一步升至4.6%的峰值（即最终利率）。美联储还预计不会在2024年之前降息。</p><p>由于这次公布的最终利率预测比市场预计的要高，道指周三收跌超500点，跌幅1.7%，至30183.78点，标普500指数下跌1.7%，至3789.93点，纳指收跌1.8%，至11220.19点。</p><p>分析人士指出，上述预测和鲍威尔的言论传达出的信息与他8月底在杰克逊霍尔会议上的表态一致：美联储打算继续收紧政策，直到通胀得到控制。</p><p>FBB Capital Partners高级投资组合经理梅尔·凯西(Mel Casey)说：“鲍威尔显然有意向市场表明，他说话算数，不会退缩。鲍威尔不会担心市场的走势，很长时间以来人们一直认为他会担心市场表现太差，但现在他最关心的是通胀。”</p><p><img src=\"https://static.tigerbbs.com/8abe137a95550bcf72fabc2b476ab087\" tg-width=\"1080\" tg-height=\"789\" referrerpolicy=\"no-referrer\"/></p><p><b>此次政策会议释放的5个重要信息</b></p><p><b>第一，美联储允许经济陷入衰退。</b>根据美联储的预测，2023年失业率将升至4.4%，比目前的失业率高出0.7%。</p><p>Piper Sandler全球政策主管罗伯托·佩尔利(Roberto Perli)说：“过去从来没有过失业率上升超过0.5%而经济没有陷入衰退的情况，因此FOMC关于失业率的这一预测等于默认了经济衰退的可能性，除非发生一些不寻常的事情。”</p><p>鲍威尔称，“没人说得上失业率上升是否会导致经济衰退，也没人说得上如果经济确实陷入衰退，这次衰退会有多严重。”他没有透露对经济衰退可能性的估计。</p><p><b>第二，FOMC所有委员都预计利率不会超过5%。</b>其中有6名委员对最终利率的预测要高一些，他们预计最终利率将提高到4.75%-5%的区间。另外一个由6名委员组成的阵营预计，2023年利率将升至4.5%-4.75%的区间，还有6名委员预计利率将升至4.25%-4.5%的区间。</p><p><b>第三，鲍威尔不担心楼市走软的问题。</b>有部分经济学家担心楼市走软将把美国经济拖入衰退。Pantheon Macroeconomics首席经济学家伊恩·谢泼德森(Ian Shepherd)最近称楼市的大幅下滑“非常令人担忧”。</p><p>但鲍威尔表示在谈到这个问题时说，最近房价回落是一件“好事”，因为这样一来房价将与租金和其他基本面因素更接近一致。</p><p>鲍威尔还表示，随着时间的推移，住房供需必须恢复平衡，这样房价才能以合理的速度上涨，人们才能再次买得起房子。他说：“因此楼市可能必须经历一次调整，才能恢复到更平衡的状态。”</p><p><b>第四，面对高通胀，鲍威尔的“鹰派”言论没有软化。</b>他说：“自杰克逊霍尔央行年会召开以来，我的主张没有发生变化。我们必须战胜通胀，我也希望有一个不造成痛苦的方法来实现这一目标，但没有”。</p><p>新闻发布会结束时，鲍威尔还重申了前欧洲央行行长马里奥·德拉吉(Mario Draghi)的名言，德拉吉曾表示，欧洲央行将“不惜一切代价”拯救欧元。鲍威尔说：“美联储已经制定了我们认为可行的利率路径，这一路径将足以恢复价格稳定。”</p><p><b>第五，短期内美联储不打算出售抵押贷款支持证券。</b>金融市场不时有传言称美联储即将出售资产负债表上2.7万亿美元的抵押贷款支持证券，在被问到美联储是否会很快这样做时，鲍威尔的回到是“不是”。他说：“这不是我们现在正在考虑的，预计也不会是近期要考虑的，出售抵押贷款支持证券的时机还远没有到来。”</p><p><img src=\"https://static.tigerbbs.com/3313b60d8db3683cc950786df95842ea\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p><b>艰巨的任务：抑制5%以上的通胀平均需要10年时间</b></p><p>在美联储进一步强调其“鹰派”立场之际，对最终利率的预测仍低于一些经济学家的预期。德银(Deutsche Bank)首席美国经济学家马修·卢泽蒂(Matthew Luzzetti)认为，在美联储能开始降息之前，利率必须达到5%。</p><p>在经济预测方面，一些经济学家认为美联储仍然过于乐观。RSM首席经济学家约瑟夫·布鲁塞拉斯最近告诉《巴伦周刊》 ，他的模型显示，失业率至少要上升到6%，通胀率才能回落到美联储2%的目标。</p><p>此外有分析认为，过去一年多的时间里，大多数专业预测人士和金融市场参与者多次误判了高通胀持续的时间，现在他们可能又忽视了一个重要的事实。</p><p>美银证券(BofA Securities)策略师萨诺斯·瓦姆瓦奇迪斯(Thanos Vamvakidis)指出，从历史数据来看，通胀率一旦突破5%，平均需要10年时间才能回到2%。这是基于发达国家数十年的数据得出的结论。瓦姆瓦奇迪斯周三在研报中写道，10年比目前的普遍看法要长得多。</p><p>从这一点来看，投资者可能再次低估了决策者要终结40年来最严重的通胀所需付出的努力。美国CPI同比涨幅已经连续几个月超过8%，核心CPI也没有显示出任何放缓的迹象。</p><p>“目前市场的一致预期过于乐观，”瓦姆瓦奇迪斯写道。“在乐观的预期情境下，通胀将开始回落，而且回落速度足够快，能让经济避免硬着陆，即使是通胀在中期内保持在2%以上的情况下。而在较为悲观的预期情境下，通胀居高不下而且具有粘性，经济不可避免地出现硬着陆。”</p><p>瓦姆瓦奇迪斯指出，通胀尚未见顶，劳动力市场供应紧张，实际政策利率仍然为负，财政政策依然相对宽松，而且结构性的改革也不是政策讨论的一部分，这一些都预示着出现上述第二种情况的风险正在加大。</p><p><b>投资者“悲伤五阶段”接近最后一个阶段</b></p><p>本月早些时候公布的8月CPI数据显示，通胀压力已蔓延至经济中更广泛的领域。鲍威尔也在杰克逊霍尔的讲话中警告说，在美联储采取更积极的措施抑制通胀之际，经济和家庭将经历“一些痛苦”。</p><p>Merlin Investor创始人兼首席执行官吉多·佩里(Guido Petrelli)说：“我认为美联储正在做他们必须要做的，在周三的议息会议上，美联储推迟了通胀见顶的时间，因此实施通胀应对措施的时间也被延长了，在我看来这对股市来说不是一个好迹象。”</p><p>FBB Capital Partners的凯西将投资者的反应比作悲伤的五个阶段：否认、愤怒、试图挽回、沮丧和接受。他认为，投资者情绪已经经历了前四个阶段，现在正进入最后一个阶段。</p><p>凯西说：“投资者在之前股市的几次反弹期间萌生了希望，尤其是鲍威尔在杰克逊霍尔发表讲话前标普500指数从6月低点强劲反弹约17%期间，现在投资者正接近进入‘接受’这个阶段，尤其是在美联储承认经济软着陆的可能性变小、甚至允许经济陷入衰退的情况下。”</p><p>至于接下来市场怎么走，安本多元资产解决方案投资总监Ray Sharma-Ong认为， 短期内10年期美债收益率可能会朝3.75%至4%上升，但随着收益率曲线后端利率出现滞后，收益率曲线将进一步倒挂。</p><p>他还指出，随着政策收紧，股市将继续受压。更高的限制性利率会抑压需求并导致需求被破坏，导致企业盈利增长下降，具有强劲基本面、强劲现金流和优质收益的公司可能会跑赢大盘。</p><p>Sharma-Ong认为，由于预计未来美联储的加息行动远比大多数其他主要央行更激进，因此美元或将继续跑赢大多数货币。</p></body></html>","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>比加息更可怕的是美联储不那么在意股市了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比加息更可怕的是美联储不那么在意股市了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2022-09-22 19:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>投资者可能再次低估了决策者要终结40年来最严重的通胀所需付出的努力。</blockquote><p>当地时间周三（9月21日），美联储在9月份货币政策会议结束后宣布再次加息75个基点，这是美联储今年连续第三次加息75个基点。目前联邦基金利率目标区间已升至3%-3.25%，为2008年初以来最高水平。</p><p>美联储预计在今年剩下两次会议上一共再加息125个基点，这意味着11月可能再次加息75个基点，12月可能加息50个基点，年底时基准利率将达到4.4%，2023年利率进一步升至4.6%的峰值（即最终利率）。美联储还预计不会在2024年之前降息。</p><p>由于这次公布的最终利率预测比市场预计的要高，道指周三收跌超500点，跌幅1.7%，至30183.78点，标普500指数下跌1.7%，至3789.93点，纳指收跌1.8%，至11220.19点。</p><p>分析人士指出，上述预测和鲍威尔的言论传达出的信息与他8月底在杰克逊霍尔会议上的表态一致：美联储打算继续收紧政策，直到通胀得到控制。</p><p>FBB Capital Partners高级投资组合经理梅尔·凯西(Mel Casey)说：“鲍威尔显然有意向市场表明，他说话算数，不会退缩。鲍威尔不会担心市场的走势，很长时间以来人们一直认为他会担心市场表现太差，但现在他最关心的是通胀。”</p><p><img src=\"https://static.tigerbbs.com/8abe137a95550bcf72fabc2b476ab087\" tg-width=\"1080\" tg-height=\"789\" referrerpolicy=\"no-referrer\"/></p><p><b>此次政策会议释放的5个重要信息</b></p><p><b>第一，美联储允许经济陷入衰退。</b>根据美联储的预测，2023年失业率将升至4.4%，比目前的失业率高出0.7%。</p><p>Piper Sandler全球政策主管罗伯托·佩尔利(Roberto Perli)说：“过去从来没有过失业率上升超过0.5%而经济没有陷入衰退的情况，因此FOMC关于失业率的这一预测等于默认了经济衰退的可能性，除非发生一些不寻常的事情。”</p><p>鲍威尔称，“没人说得上失业率上升是否会导致经济衰退，也没人说得上如果经济确实陷入衰退，这次衰退会有多严重。”他没有透露对经济衰退可能性的估计。</p><p><b>第二，FOMC所有委员都预计利率不会超过5%。</b>其中有6名委员对最终利率的预测要高一些，他们预计最终利率将提高到4.75%-5%的区间。另外一个由6名委员组成的阵营预计，2023年利率将升至4.5%-4.75%的区间，还有6名委员预计利率将升至4.25%-4.5%的区间。</p><p><b>第三，鲍威尔不担心楼市走软的问题。</b>有部分经济学家担心楼市走软将把美国经济拖入衰退。Pantheon Macroeconomics首席经济学家伊恩·谢泼德森(Ian Shepherd)最近称楼市的大幅下滑“非常令人担忧”。</p><p>但鲍威尔表示在谈到这个问题时说，最近房价回落是一件“好事”，因为这样一来房价将与租金和其他基本面因素更接近一致。</p><p>鲍威尔还表示，随着时间的推移，住房供需必须恢复平衡，这样房价才能以合理的速度上涨，人们才能再次买得起房子。他说：“因此楼市可能必须经历一次调整，才能恢复到更平衡的状态。”</p><p><b>第四，面对高通胀，鲍威尔的“鹰派”言论没有软化。</b>他说：“自杰克逊霍尔央行年会召开以来，我的主张没有发生变化。我们必须战胜通胀，我也希望有一个不造成痛苦的方法来实现这一目标，但没有”。</p><p>新闻发布会结束时，鲍威尔还重申了前欧洲央行行长马里奥·德拉吉(Mario Draghi)的名言，德拉吉曾表示，欧洲央行将“不惜一切代价”拯救欧元。鲍威尔说：“美联储已经制定了我们认为可行的利率路径，这一路径将足以恢复价格稳定。”</p><p><b>第五，短期内美联储不打算出售抵押贷款支持证券。</b>金融市场不时有传言称美联储即将出售资产负债表上2.7万亿美元的抵押贷款支持证券，在被问到美联储是否会很快这样做时，鲍威尔的回到是“不是”。他说：“这不是我们现在正在考虑的，预计也不会是近期要考虑的，出售抵押贷款支持证券的时机还远没有到来。”</p><p><img src=\"https://static.tigerbbs.com/3313b60d8db3683cc950786df95842ea\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p><b>艰巨的任务：抑制5%以上的通胀平均需要10年时间</b></p><p>在美联储进一步强调其“鹰派”立场之际，对最终利率的预测仍低于一些经济学家的预期。德银(Deutsche Bank)首席美国经济学家马修·卢泽蒂(Matthew Luzzetti)认为，在美联储能开始降息之前，利率必须达到5%。</p><p>在经济预测方面，一些经济学家认为美联储仍然过于乐观。RSM首席经济学家约瑟夫·布鲁塞拉斯最近告诉《巴伦周刊》 ，他的模型显示，失业率至少要上升到6%，通胀率才能回落到美联储2%的目标。</p><p>此外有分析认为，过去一年多的时间里，大多数专业预测人士和金融市场参与者多次误判了高通胀持续的时间，现在他们可能又忽视了一个重要的事实。</p><p>美银证券(BofA Securities)策略师萨诺斯·瓦姆瓦奇迪斯(Thanos Vamvakidis)指出，从历史数据来看，通胀率一旦突破5%，平均需要10年时间才能回到2%。这是基于发达国家数十年的数据得出的结论。瓦姆瓦奇迪斯周三在研报中写道，10年比目前的普遍看法要长得多。</p><p>从这一点来看，投资者可能再次低估了决策者要终结40年来最严重的通胀所需付出的努力。美国CPI同比涨幅已经连续几个月超过8%，核心CPI也没有显示出任何放缓的迹象。</p><p>“目前市场的一致预期过于乐观，”瓦姆瓦奇迪斯写道。“在乐观的预期情境下，通胀将开始回落，而且回落速度足够快，能让经济避免硬着陆，即使是通胀在中期内保持在2%以上的情况下。而在较为悲观的预期情境下，通胀居高不下而且具有粘性，经济不可避免地出现硬着陆。”</p><p>瓦姆瓦奇迪斯指出，通胀尚未见顶，劳动力市场供应紧张，实际政策利率仍然为负，财政政策依然相对宽松，而且结构性的改革也不是政策讨论的一部分，这一些都预示着出现上述第二种情况的风险正在加大。</p><p><b>投资者“悲伤五阶段”接近最后一个阶段</b></p><p>本月早些时候公布的8月CPI数据显示，通胀压力已蔓延至经济中更广泛的领域。鲍威尔也在杰克逊霍尔的讲话中警告说，在美联储采取更积极的措施抑制通胀之际，经济和家庭将经历“一些痛苦”。</p><p>Merlin Investor创始人兼首席执行官吉多·佩里(Guido Petrelli)说：“我认为美联储正在做他们必须要做的，在周三的议息会议上，美联储推迟了通胀见顶的时间，因此实施通胀应对措施的时间也被延长了，在我看来这对股市来说不是一个好迹象。”</p><p>FBB Capital Partners的凯西将投资者的反应比作悲伤的五个阶段：否认、愤怒、试图挽回、沮丧和接受。他认为，投资者情绪已经经历了前四个阶段，现在正进入最后一个阶段。</p><p>凯西说：“投资者在之前股市的几次反弹期间萌生了希望，尤其是鲍威尔在杰克逊霍尔发表讲话前标普500指数从6月低点强劲反弹约17%期间，现在投资者正接近进入‘接受’这个阶段，尤其是在美联储承认经济软着陆的可能性变小、甚至允许经济陷入衰退的情况下。”</p><p>至于接下来市场怎么走，安本多元资产解决方案投资总监Ray Sharma-Ong认为， 短期内10年期美债收益率可能会朝3.75%至4%上升，但随着收益率曲线后端利率出现滞后，收益率曲线将进一步倒挂。</p><p>他还指出，随着政策收紧，股市将继续受压。更高的限制性利率会抑压需求并导致需求被破坏，导致企业盈利增长下降，具有强劲基本面、强劲现金流和优质收益的公司可能会跑赢大盘。</p><p>Sharma-Ong认为，由于预计未来美联储的加息行动远比大多数其他主要央行更激进，因此美元或将继续跑赢大多数货币。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","BK4504":"桥水持仓","BK4581":"高盛持仓","SDOW":"道指三倍做空ETF-ProShares","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","BK4534":"瑞士信贷持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF","OEX":"标普100","SPY":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF","PSQ":"纳指反向ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135815390","content_text":"投资者可能再次低估了决策者要终结40年来最严重的通胀所需付出的努力。当地时间周三（9月21日），美联储在9月份货币政策会议结束后宣布再次加息75个基点，这是美联储今年连续第三次加息75个基点。目前联邦基金利率目标区间已升至3%-3.25%，为2008年初以来最高水平。美联储预计在今年剩下两次会议上一共再加息125个基点，这意味着11月可能再次加息75个基点，12月可能加息50个基点，年底时基准利率将达到4.4%，2023年利率进一步升至4.6%的峰值（即最终利率）。美联储还预计不会在2024年之前降息。由于这次公布的最终利率预测比市场预计的要高，道指周三收跌超500点，跌幅1.7%，至30183.78点，标普500指数下跌1.7%，至3789.93点，纳指收跌1.8%，至11220.19点。分析人士指出，上述预测和鲍威尔的言论传达出的信息与他8月底在杰克逊霍尔会议上的表态一致：美联储打算继续收紧政策，直到通胀得到控制。FBB Capital Partners高级投资组合经理梅尔·凯西(Mel Casey)说：“鲍威尔显然有意向市场表明，他说话算数，不会退缩。鲍威尔不会担心市场的走势，很长时间以来人们一直认为他会担心市场表现太差，但现在他最关心的是通胀。”此次政策会议释放的5个重要信息第一，美联储允许经济陷入衰退。根据美联储的预测，2023年失业率将升至4.4%，比目前的失业率高出0.7%。Piper Sandler全球政策主管罗伯托·佩尔利(Roberto Perli)说：“过去从来没有过失业率上升超过0.5%而经济没有陷入衰退的情况，因此FOMC关于失业率的这一预测等于默认了经济衰退的可能性，除非发生一些不寻常的事情。”鲍威尔称，“没人说得上失业率上升是否会导致经济衰退，也没人说得上如果经济确实陷入衰退，这次衰退会有多严重。”他没有透露对经济衰退可能性的估计。第二，FOMC所有委员都预计利率不会超过5%。其中有6名委员对最终利率的预测要高一些，他们预计最终利率将提高到4.75%-5%的区间。另外一个由6名委员组成的阵营预计，2023年利率将升至4.5%-4.75%的区间，还有6名委员预计利率将升至4.25%-4.5%的区间。第三，鲍威尔不担心楼市走软的问题。有部分经济学家担心楼市走软将把美国经济拖入衰退。Pantheon Macroeconomics首席经济学家伊恩·谢泼德森(Ian Shepherd)最近称楼市的大幅下滑“非常令人担忧”。但鲍威尔表示在谈到这个问题时说，最近房价回落是一件“好事”，因为这样一来房价将与租金和其他基本面因素更接近一致。鲍威尔还表示，随着时间的推移，住房供需必须恢复平衡，这样房价才能以合理的速度上涨，人们才能再次买得起房子。他说：“因此楼市可能必须经历一次调整，才能恢复到更平衡的状态。”第四，面对高通胀，鲍威尔的“鹰派”言论没有软化。他说：“自杰克逊霍尔央行年会召开以来，我的主张没有发生变化。我们必须战胜通胀，我也希望有一个不造成痛苦的方法来实现这一目标，但没有”。新闻发布会结束时，鲍威尔还重申了前欧洲央行行长马里奥·德拉吉(Mario Draghi)的名言，德拉吉曾表示，欧洲央行将“不惜一切代价”拯救欧元。鲍威尔说：“美联储已经制定了我们认为可行的利率路径，这一路径将足以恢复价格稳定。”第五，短期内美联储不打算出售抵押贷款支持证券。金融市场不时有传言称美联储即将出售资产负债表上2.7万亿美元的抵押贷款支持证券，在被问到美联储是否会很快这样做时，鲍威尔的回到是“不是”。他说：“这不是我们现在正在考虑的，预计也不会是近期要考虑的，出售抵押贷款支持证券的时机还远没有到来。”艰巨的任务：抑制5%以上的通胀平均需要10年时间在美联储进一步强调其“鹰派”立场之际，对最终利率的预测仍低于一些经济学家的预期。德银(Deutsche Bank)首席美国经济学家马修·卢泽蒂(Matthew Luzzetti)认为，在美联储能开始降息之前，利率必须达到5%。在经济预测方面，一些经济学家认为美联储仍然过于乐观。RSM首席经济学家约瑟夫·布鲁塞拉斯最近告诉《巴伦周刊》 ，他的模型显示，失业率至少要上升到6%，通胀率才能回落到美联储2%的目标。此外有分析认为，过去一年多的时间里，大多数专业预测人士和金融市场参与者多次误判了高通胀持续的时间，现在他们可能又忽视了一个重要的事实。美银证券(BofA Securities)策略师萨诺斯·瓦姆瓦奇迪斯(Thanos Vamvakidis)指出，从历史数据来看，通胀率一旦突破5%，平均需要10年时间才能回到2%。这是基于发达国家数十年的数据得出的结论。瓦姆瓦奇迪斯周三在研报中写道，10年比目前的普遍看法要长得多。从这一点来看，投资者可能再次低估了决策者要终结40年来最严重的通胀所需付出的努力。美国CPI同比涨幅已经连续几个月超过8%，核心CPI也没有显示出任何放缓的迹象。“目前市场的一致预期过于乐观，”瓦姆瓦奇迪斯写道。“在乐观的预期情境下，通胀将开始回落，而且回落速度足够快，能让经济避免硬着陆，即使是通胀在中期内保持在2%以上的情况下。而在较为悲观的预期情境下，通胀居高不下而且具有粘性，经济不可避免地出现硬着陆。”瓦姆瓦奇迪斯指出，通胀尚未见顶，劳动力市场供应紧张，实际政策利率仍然为负，财政政策依然相对宽松，而且结构性的改革也不是政策讨论的一部分，这一些都预示着出现上述第二种情况的风险正在加大。投资者“悲伤五阶段”接近最后一个阶段本月早些时候公布的8月CPI数据显示，通胀压力已蔓延至经济中更广泛的领域。鲍威尔也在杰克逊霍尔的讲话中警告说，在美联储采取更积极的措施抑制通胀之际，经济和家庭将经历“一些痛苦”。Merlin Investor创始人兼首席执行官吉多·佩里(Guido Petrelli)说：“我认为美联储正在做他们必须要做的，在周三的议息会议上，美联储推迟了通胀见顶的时间，因此实施通胀应对措施的时间也被延长了，在我看来这对股市来说不是一个好迹象。”FBB Capital Partners的凯西将投资者的反应比作悲伤的五个阶段：否认、愤怒、试图挽回、沮丧和接受。他认为，投资者情绪已经经历了前四个阶段，现在正进入最后一个阶段。凯西说：“投资者在之前股市的几次反弹期间萌生了希望，尤其是鲍威尔在杰克逊霍尔发表讲话前标普500指数从6月低点强劲反弹约17%期间，现在投资者正接近进入‘接受’这个阶段，尤其是在美联储承认经济软着陆的可能性变小、甚至允许经济陷入衰退的情况下。”至于接下来市场怎么走，安本多元资产解决方案投资总监Ray Sharma-Ong认为， 短期内10年期美债收益率可能会朝3.75%至4%上升，但随着收益率曲线后端利率出现滞后，收益率曲线将进一步倒挂。他还指出，随着政策收紧，股市将继续受压。更高的限制性利率会抑压需求并导致需求被破坏，导致企业盈利增长下降，具有强劲基本面、强劲现金流和优质收益的公司可能会跑赢大盘。Sharma-Ong认为，由于预计未来美联储的加息行动远比大多数其他主要央行更激进，因此美元或将继续跑赢大多数货币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934323201,"gmtCreate":1663199294703,"gmtModify":1676537223996,"author":{"id":"3582181149365134","authorId":"3582181149365134","name":"CHEWYY","avatar":"https://static.tigerbbs.com/639e38c1932e6dd53b187e1d55ca30fa","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thks","listText":"Thks","text":"Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934323201","repostId":"2267521482","repostType":2,"repost":{"id":"2267521482","pubTimestamp":1663196806,"share":"https://www.laohu8.com/m/news/2267521482?lang=&edition=full","pubTime":"2022-09-15 07:06","market":"us","language":"en","title":"Needham Upgrades Tesla to Hold, Launches Coverage on 3 Other EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267521482","media":"StreetInsider","summary":"Needham & Company has a new EV analyst, Vikram Bagri, who took over coverage of $Tesla(TSLA)$ and upgraded the shares to Hold from Underperform and launched coverage on three other EV stocks – $Fisker","content":"<html><head></head><body><p>Needham &amp; Company has a new EV analyst, Vikram Bagri, who took over coverage of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and upgraded the shares to Hold from Underperform and launched coverage on three other EV stocks – <a href=\"https://laohu8.com/S/FSR\">Fisker</a> (Buy), <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> (Hold), and <a href=\"https://laohu8.com/S/LCID\">Lucid</a> (Underperform).</p><p>Tesla (NASDAQ: TSLA) was upgraded to hold from underperform. The analysts mentioned the following potential catalysts that could drive the stock higher: (1) renewed federal tax credit eligibility under the Inflation Reduction Act, (2) potential credit rating upgrade to IG by YE, (3) the first deliveries of the Cybertruck in 2023, (4) expansion of the charging network and improved utilization, and (5) gross margin improvement driven by 4680 cells.</p><p>Bagri initiated coverage on Fisker Inc. (NYSE: FSR) with a buy rating and a $12 price target, noting that the company is entering the EV market with SUVs that feature cutting-edge technology at an affordable price (starting price below $40,000 for the Fisker Ocean), which opens a vast opportunity set for the company. According to the analyst, the company&#39;s business model and skateboard design should allow it to launch more models sooner and gain market share. Despite these positive attributes, the stock trades at a discount to its peers.</p><p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> was initiated at a hold rating. While the company is in a solid position, the analyst believes the competition will get intense, profitability is still far out, manufacturing challenges remain, and the company will require additional capital in 2024 and beyond.</p><p>Lucid Group, Inc. (NASDAQ: LCID) was initiated at underperform rating. While the Lucid Air is the epitome of luxury in EV sedans and is attractively priced relative to its competition, the analyst said that profitability is far out in the future, production has been slow to ramp, several key company officers have left recently, software in the vehicles needs work, and he believes it will need more capital by Q1/23. According to the analyst, the recent high-profile departures could mean more delays in ramping delivery.</p></body></html>","source":"highlight_streetinsider","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>Needham Upgrades Tesla to Hold, Launches Coverage on 3 Other EV 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNeedham Upgrades Tesla to Hold, Launches Coverage on 3 Other EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20586734><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Needham & Company has a new EV analyst, Vikram Bagri, who took over coverage of Tesla and upgraded the shares to Hold from Underperform and launched coverage on three other EV stocks – Fisker (Buy), ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20586734\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LCID":"Lucid Group Inc","FSR":"菲斯克","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4550":"红杉资本持仓","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20586734","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267521482","content_text":"Needham & Company has a new EV analyst, Vikram Bagri, who took over coverage of Tesla and upgraded the shares to Hold from Underperform and launched coverage on three other EV stocks – Fisker (Buy), Rivian (Hold), and Lucid (Underperform).Tesla (NASDAQ: TSLA) was upgraded to hold from underperform. The analysts mentioned the following potential catalysts that could drive the stock higher: (1) renewed federal tax credit eligibility under the Inflation Reduction Act, (2) potential credit rating upgrade to IG by YE, (3) the first deliveries of the Cybertruck in 2023, (4) expansion of the charging network and improved utilization, and (5) gross margin improvement driven by 4680 cells.Bagri initiated coverage on Fisker Inc. (NYSE: FSR) with a buy rating and a $12 price target, noting that the company is entering the EV market with SUVs that feature cutting-edge technology at an affordable price (starting price below $40,000 for the Fisker Ocean), which opens a vast opportunity set for the company. According to the analyst, the company's business model and skateboard design should allow it to launch more models sooner and gain market share. Despite these positive attributes, the stock trades at a discount to its peers.Rivian Automotive, Inc. was initiated at a hold rating. While the company is in a solid position, the analyst believes the competition will get intense, profitability is still far out, manufacturing challenges remain, and the company will require additional capital in 2024 and beyond.Lucid Group, Inc. (NASDAQ: LCID) was initiated at underperform rating. While the Lucid Air is the epitome of luxury in EV sedans and is attractively priced relative to its competition, the analyst said that profitability is far out in the future, production has been slow to ramp, several key company officers have left recently, software in the vehicles needs work, and he believes it will need more capital by Q1/23. According to the analyst, the recent high-profile departures could mean more delays in ramping delivery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9942827948,"gmtCreate":1681187616285,"gmtModify":1681187619137,"author":{"id":"3582181149365134","authorId":"3582181149365134","name":"CHEWYY","avatar":"https://static.tigerbbs.com/639e38c1932e6dd53b187e1d55ca30fa","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"thks","listText":"thks","text":"thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942827948","repostId":"9942825871","repostType":1,"repost":{"id":9942825871,"gmtCreate":1681187045194,"gmtModify":1681187051735,"author":{"id":"4096861291958630","authorId":"4096861291958630","name":"StarLuck","avatar":"https://static.tigerbbs.com/68dadbe13922423705b61d7955659ae4","crmLevel":4,"crmLevelSwitch":1},"themes":[],"title":"SIA uses $249.9 mil out of $850 mil raised in convertible bonds due 2025","htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Singapore Airlines has used around $249.9 million out of the $850 million raised from the issue of its convertible bonds due 2025. The amount has been used for aircraft payments, in line with the intended use stated in its offering circular, says the airline. SIA, on Nov 12, 2020, announced that it was proposing to issue convertible bonds of up to $850 million in its principal amount. The bonds are convertible into new ordinary shares in SIA’s capital and are proposed to be placed with institutional investors and other investors. The bonds will bear interest at the rate of 1.625% per annum and payable semi-annually in arrear. The initial conversion price was at $5.743 for each new s","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Singapore Airlines has used around $249.9 million out of the $850 million raised from the issue of its convertible bonds due 2025. The amount has been used for aircraft payments, in line with the intended use stated in its offering circular, says the airline. SIA, on Nov 12, 2020, announced that it was proposing to issue convertible bonds of up to $850 million in its principal amount. The bonds are convertible into new ordinary shares in SIA’s capital and are proposed to be placed with institutional investors and other investors. The bonds will bear interest at the rate of 1.625% per annum and payable semi-annually in arrear. The initial conversion price was at $5.743 for each new s","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ Singapore Airlines has used around $249.9 million out of the $850 million raised from the issue of its convertible bonds due 2025. The amount has been used for aircraft payments, in line with the intended use stated in its offering circular, says the airline. SIA, on Nov 12, 2020, announced that it was proposing to issue convertible bonds of up to $850 million in its principal amount. The bonds are convertible into new ordinary shares in SIA’s capital and are proposed to be placed with institutional investors and other investors. The bonds will bear interest at the rate of 1.625% per annum and payable semi-annually in arrear. The initial conversion price was at $5.743 for each new s","images":[{"img":"https://community-static.tradeup.com/news/1200fbc6d70a75242394505d1b91d149","width":"1200","height":"653"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942825871","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934323201,"gmtCreate":1663199294703,"gmtModify":1676537223996,"author":{"id":"3582181149365134","authorId":"3582181149365134","name":"CHEWYY","avatar":"https://static.tigerbbs.com/639e38c1932e6dd53b187e1d55ca30fa","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thks","listText":"Thks","text":"Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934323201","repostId":"2267521482","repostType":2,"repost":{"id":"2267521482","pubTimestamp":1663196806,"share":"https://www.laohu8.com/m/news/2267521482?lang=&edition=full","pubTime":"2022-09-15 07:06","market":"us","language":"en","title":"Needham Upgrades Tesla to Hold, Launches Coverage on 3 Other EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267521482","media":"StreetInsider","summary":"Needham & Company has a new EV analyst, Vikram Bagri, who took over coverage of $Tesla(TSLA)$ and upgraded the shares to Hold from Underperform and launched coverage on three other EV stocks – $Fisker","content":"<html><head></head><body><p>Needham &amp; Company has a new EV analyst, Vikram Bagri, who took over coverage of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and upgraded the shares to Hold from Underperform and launched coverage on three other EV stocks – <a href=\"https://laohu8.com/S/FSR\">Fisker</a> (Buy), <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> (Hold), and <a href=\"https://laohu8.com/S/LCID\">Lucid</a> (Underperform).</p><p>Tesla (NASDAQ: TSLA) was upgraded to hold from underperform. The analysts mentioned the following potential catalysts that could drive the stock higher: (1) renewed federal tax credit eligibility under the Inflation Reduction Act, (2) potential credit rating upgrade to IG by YE, (3) the first deliveries of the Cybertruck in 2023, (4) expansion of the charging network and improved utilization, and (5) gross margin improvement driven by 4680 cells.</p><p>Bagri initiated coverage on Fisker Inc. (NYSE: FSR) with a buy rating and a $12 price target, noting that the company is entering the EV market with SUVs that feature cutting-edge technology at an affordable price (starting price below $40,000 for the Fisker Ocean), which opens a vast opportunity set for the company. According to the analyst, the company&#39;s business model and skateboard design should allow it to launch more models sooner and gain market share. Despite these positive attributes, the stock trades at a discount to its peers.</p><p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> was initiated at a hold rating. While the company is in a solid position, the analyst believes the competition will get intense, profitability is still far out, manufacturing challenges remain, and the company will require additional capital in 2024 and beyond.</p><p>Lucid Group, Inc. (NASDAQ: LCID) was initiated at underperform rating. While the Lucid Air is the epitome of luxury in EV sedans and is attractively priced relative to its competition, the analyst said that profitability is far out in the future, production has been slow to ramp, several key company officers have left recently, software in the vehicles needs work, and he believes it will need more capital by Q1/23. According to the analyst, the recent high-profile departures could mean more delays in ramping delivery.</p></body></html>","source":"highlight_streetinsider","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>Needham Upgrades Tesla to Hold, Launches Coverage on 3 Other EV 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNeedham Upgrades Tesla to Hold, Launches Coverage on 3 Other EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20586734><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Needham & Company has a new EV analyst, Vikram Bagri, who took over coverage of Tesla and upgraded the shares to Hold from Underperform and launched coverage on three other EV stocks – Fisker (Buy), ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20586734\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LCID":"Lucid Group Inc","FSR":"菲斯克","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4550":"红杉资本持仓","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20586734","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267521482","content_text":"Needham & Company has a new EV analyst, Vikram Bagri, who took over coverage of Tesla and upgraded the shares to Hold from Underperform and launched coverage on three other EV stocks – Fisker (Buy), Rivian (Hold), and Lucid (Underperform).Tesla (NASDAQ: TSLA) was upgraded to hold from underperform. The analysts mentioned the following potential catalysts that could drive the stock higher: (1) renewed federal tax credit eligibility under the Inflation Reduction Act, (2) potential credit rating upgrade to IG by YE, (3) the first deliveries of the Cybertruck in 2023, (4) expansion of the charging network and improved utilization, and (5) gross margin improvement driven by 4680 cells.Bagri initiated coverage on Fisker Inc. (NYSE: FSR) with a buy rating and a $12 price target, noting that the company is entering the EV market with SUVs that feature cutting-edge technology at an affordable price (starting price below $40,000 for the Fisker Ocean), which opens a vast opportunity set for the company. According to the analyst, the company's business model and skateboard design should allow it to launch more models sooner and gain market share. Despite these positive attributes, the stock trades at a discount to its peers.Rivian Automotive, Inc. was initiated at a hold rating. While the company is in a solid position, the analyst believes the competition will get intense, profitability is still far out, manufacturing challenges remain, and the company will require additional capital in 2024 and beyond.Lucid Group, Inc. (NASDAQ: LCID) was initiated at underperform rating. While the Lucid Air is the epitome of luxury in EV sedans and is attractively priced relative to its competition, the analyst said that profitability is far out in the future, production has been slow to ramp, several key company officers have left recently, software in the vehicles needs work, and he believes it will need more capital by Q1/23. According to the analyst, the recent high-profile departures could mean more delays in ramping delivery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919711417,"gmtCreate":1663860148539,"gmtModify":1676537351730,"author":{"id":"3582181149365134","authorId":"3582181149365134","name":"CHEWYY","avatar":"https://static.tigerbbs.com/639e38c1932e6dd53b187e1d55ca30fa","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thks","listText":"Thks","text":"Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919711417","repostId":"1135815390","repostType":2,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251663183065144,"gmtCreate":1702484628184,"gmtModify":1702484634211,"author":{"id":"3582181149365134","authorId":"3582181149365134","name":"CHEWYY","avatar":"https://static.tigerbbs.com/639e38c1932e6dd53b187e1d55ca30fa","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"It's going to get better!!!","listText":"It's going to get better!!!","text":"It's going to get better!!!","images":[{"img":"https://community-static.tradeup.com/news/5790d695c4efe31e3c25dc58bdb4a059","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251663183065144","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251663248633992,"gmtCreate":1702484542312,"gmtModify":1702484547790,"author":{"id":"3582181149365134","authorId":"3582181149365134","name":"CHEWYY","avatar":"https://static.tigerbbs.com/639e38c1932e6dd53b187e1d55ca30fa","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[{"img":"https://community-static.tradeup.com/news/b3e35f450c436cd2dd02a33d4b742a59","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251663248633992","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948843044,"gmtCreate":1680682401588,"gmtModify":1680682405435,"author":{"id":"3582181149365134","authorId":"3582181149365134","name":"CHEWYY","avatar":"https://static.tigerbbs.com/639e38c1932e6dd53b187e1d55ca30fa","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"thks","listText":"thks","text":"thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948843044","repostId":"9948852527","repostType":1,"repost":{"id":9948852527,"gmtCreate":1680680841870,"gmtModify":1680682164240,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1},"themes":[],"title":"Impact of Sudden Production Cuts by Oil-Producing Countries","htmlText":"Oil-producing countries, including Saudi Arabia, Kuwait, and Iraq, have decided to reduce oil production by about 1.6 million barrels per day from May. The decision was unexpected and not typical of the voluntary production cuts agreed upon by OPEC+ countries. The reduction in oil production has caused a surge in oil prices, with Brent crude prices rising by about $5 to around $85 per barrel, and analysts predict that the impact on oil prices will last for a long time. In my opinion, this sudden production cut by oil-producing countries will once again pose a challenge to the United States, but it will not be as extreme as during the US-Iraq war. The purpose of the production cut is to prepare oil-producing countries for an economic recession. The US is currently facing an uncertain future","listText":"Oil-producing countries, including Saudi Arabia, Kuwait, and Iraq, have decided to reduce oil production by about 1.6 million barrels per day from May. The decision was unexpected and not typical of the voluntary production cuts agreed upon by OPEC+ countries. The reduction in oil production has caused a surge in oil prices, with Brent crude prices rising by about $5 to around $85 per barrel, and analysts predict that the impact on oil prices will last for a long time. In my opinion, this sudden production cut by oil-producing countries will once again pose a challenge to the United States, but it will not be as extreme as during the US-Iraq war. The purpose of the production cut is to prepare oil-producing countries for an economic recession. The US is currently facing an uncertain future","text":"Oil-producing countries, including Saudi Arabia, Kuwait, and Iraq, have decided to reduce oil production by about 1.6 million barrels per day from May. The decision was unexpected and not typical of the voluntary production cuts agreed upon by OPEC+ countries. The reduction in oil production has caused a surge in oil prices, with Brent crude prices rising by about $5 to around $85 per barrel, and analysts predict that the impact on oil prices will last for a long time. In my opinion, this sudden production cut by oil-producing countries will once again pose a challenge to the United States, but it will not be as extreme as during the US-Iraq war. The purpose of the production cut is to prepare oil-producing countries for an economic recession. The US is currently facing an uncertain future","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948852527","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}